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Essential Tender Documents Checklist South Africa (2026)

Never miss a deadline because of missing paperwork. The ultimate checklist of returnable documents for every government tender.

The Paperwork Barrier

Government procurement is process-driven. You can be the best company for the job, but if you forget to sign page 4 of SBD 4, you will be disqualified. This checklist is your safety net.

Phase 1: Administrative Compliance (The Gatekeepers)

These documents are usually 'Pass/Fail'. Missing one means immediate disqualification.

  • SBD 1: Invitation to Bid (Must be signed)
  • SBD 4: Declaration of Interest (Must be signed and commissioned if required)
  • CSD Full Report: Not just the summary
  • Tax Compliance PIN: Valid and active

Phase 2: Functionality (The Technicals)

This is where you prove you can do the work. Documents here are scored for points.

  • Company Profile: Tailored to the tender
  • Reference Letters: Signed, on client letterhead, with contactable details
  • CVs of Key Personnel: Showing relevant qualifications
  • Methodology: How you will execute the project

Phase 3: Financials (The Price)

Only opened if you pass Phase 1 and 2.

  • SBD 3.1/3.2/3.3: Pricing Schedule
  • SBD 6.1: Preference Points Claim Form (Claim your B-BBEE points here)

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Tender DocumentsSBD FormsChecklistProcurement
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Essential Tender Documents Checklist South Africa (2026)

Never miss a deadline because of missing paperwork. The ultimate checklist of returnable documents for every government tender.

https://www.tenders-sa.org/blog/tender-documents-checklist-south-africa