What is an offer template?
An offer template is a standard form requesting information to be submitted by suppliers in response to an invitation to supply.
A submitted template becomes an offer and documentary evidence from the supplier to provide the goods and or services as defined by the invitation to supply. If the supplier is successful, the completed offer template will form part of the contract.
The offer template should be simple and easy to understand. It should only seek information from the supplier to undertake a comparative analysis for the purposes of the procurement and to help better understand what the supplier has to offer.
What makes a good offer template?
A well-structured offer template should:
- facilitate competition;
- encourage innovation;
- address the procurement evaluation criteria;
- apply a high standard in the delivery of requirements; and
- be simple and avoid onerous or unnecessary requirements
Before preparing an offer template
The purpose of an offer template is twofold: to provide a level of consistency in reporting to facilitate 'like for like' comparison and to prompt suppliers to suggest how they can add to the value for money outcome. The value-adding elements must complement the key requirements and purpose of the procurement.
Before preparing an offer template, procurement practitioners should have a clear understanding of:
- the specifications;
- market capability;
- the risks impacting the procurement;
- the evaluation criteria to be applied; and
- the relative importance of each criteria.
How to write an offer template
The information to be gathered from a supplier will be dependent on the complexity of the procurement. As the complexity of the procurement increases so do the risks and requirements from the supplier; as such the information to be gathered needs to be scalable.
By referring to Preparing an offer template, offer templates will be more consistent in both content and format making it easier for suppliers to do business with the Victorian Government. Preparing an offer template provides guidance on what to consider in the offer template. It provides baseline matters for consideration for low complexity procurement and additional inclusions as the complexity of the procurement increases.
The amount of information sought from the supplier should reflect the complexity of the requirement and the nature of the procurement.
Using this guide
- Governance policy
- Complexity and capability assessment policy
- Market analysis and review policy
- Market approach policy
- Contract management and disclosure policy
Tools and support
Preparing an offer template sets out what to include in the offer template. It sets out topics for low complexity procurement and additional topics as the complexity of the procurement increases.
Reviewed 07 November 2019