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Tender documents intake checklist

What to extract from the contract notice and tender pack on day one.

What wins points

A complete intake checklist ensures all mandatory data from the contract notice is captured, preventing disqualification for missing information and enabling a compliant full tender submission.

What gets bids disqualified

Omitting any required field (e.g., deadline, reference number) or failing to attach supporting documents leads to automatic rejection under exclusion grounds (Article 57).

Evaluator's view

First check the contract notice for completeness – evaluators verify that every mandatory item is present before assessing technical merit.

Tender documents intake checklist

What this is

A concise list of the essential information a contractor must extract from the contract notice and accompanying tender pack on day one of a procurement.

When you need it

Use immediately after receiving the contract notice (selection stage). It is mandatory for all EU public procurements because missing any required item leads to an incomplete submission that can be rejected outright.

How to fill it in

  1. Open the contract notice (Article 49) and locate the "Information to be included in contract notices" section.
  2. Record the following fields:
  3. Contract reference number
  4. Procurement title & description of the object
  5. Estimated total value (including VAT)
  6. Deadline for submission of tenders
  7. Date of contract notice publication
  8. Type of procedure (open, restricted, negotiated etc.)
  9. Any special conditions or criteria mentioned
  10. From the tender pack, note:
  11. Technical specifications / functional requirements
  12. Evaluation and award criteria (Article 67)
  13. Required supporting documents (e.g., financial statements, references)
  14. Store this checklist in a shared folder for all team members to reference.

Template

Tender reference: [REF]
Procurement title: [TITLE]
Description of object: [DESCRIPTION]
Estimated total value: [VALUE] EUR
Submission deadline: [DATE]
Publication date: [DATE]
Procedure type: [OPEN/RESTRICTED/...]
Special conditions: [...] 
Technical specs reference: [DOC]
Evaluation criteria summary: [CRITERIA]
Supporting documents required: [LIST]

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Tender documents intake checklist — free EU tender template