Tender Basics

How to Read a Tender Document: The 10 Things to Check in the First 5 Minutes

How to Read a Tender Document: The 10 Things to Check in the First 5 Minutes

Key takeaways

  • Most tender documents are 50-200 pages, but the critical information is in specific sections. Know where to look.
  • Check eligibility requirements FIRST—before you read anything else. Don't waste time on tenders you can't win.
  • Deadline, B-BBEE minimum, CIDB grade, and locality requirements eliminate 80% of bad-fit tenders in 5 minutes.
  • The 'Scope of Work' tells you if you can actually deliver. Read it carefully before committing.
  • BidReady extracts all this in 2 minutes—no more manual page-hunting.

You've downloaded a 156-page tender document. It's due in 14 days. You start reading from page 1.

Three hours later, you reach page 47 and discover: "Only suppliers within a 50km radius of Polokwane may apply."

You're based in Johannesburg. The last three hours were wasted.

This happens constantly. Business owners spend hours (sometimes days) reading tender documents, only to discover a single disqualifying requirement buried on page 89.

There's a better way. Here are the 10 things to check in the first 5 minutes—before you invest real time in a tender.

The 5-minute tender triage

Don't read tender documents front-to-back. Use this systematic approach to determine if a tender is worth pursuing.

1. Deadline and submission requirements (30 seconds)

Where to find it: Cover page, invitation letter, or "Submission Instructions" section

What to check:

  • Closing date and time (exact!)
  • Physical or electronic submission?
  • Submission address/portal
  • Number of copies required

Red flags:

  • Less than 14 days until deadline = rushed bid, likely lower quality
  • Physical submission far from your location = travel and logistics costs
  • Multiple hard copies required = printing and binding costs
Rule of thumb: If the deadline is less than 10 days away and you haven't started, strongly consider skipping it. A rushed bid rarely wins.

2. Contract value / budget indication (30 seconds)

Where to find it: Cover page, tender notice, or "Budget" section

What to check:

  • Estimated contract value
  • Budget ceiling (if disclosed)
  • Payment terms

Red flags:

  • No budget disclosed = they want to see how low you'll go
  • Budget below your minimum viable price = don't bid
  • Payment terms of 90+ days = cash flow risk

3. CIDB grade requirement (30 seconds)

Where to find it: Eligibility section, cover page, or SBD 4

What to check:

  • Minimum CIDB grade required
  • Class of work (CE, GB, ME, etc.)
  • Whether joint ventures are permitted

Red flags:

  • Your grade doesn't meet the requirement = automatic disqualification
  • Wrong class of work = you can't bid
  • "CIDB Grade X ONLY" (not "or higher") = very specific requirement

4. B-BBEE requirements (30 seconds)

Where to find it: Eligibility section, evaluation criteria, or SBD 6.1

What to check:

  • Minimum B-BBEE level required (if any)
  • Sub-contracting requirements for black-owned/women-owned businesses
  • B-BBEE points in evaluation (80/20 or 90/10 system)

Red flags:

  • "Level 1-2 B-BBEE only" = if you're Level 4, don't bid
  • 30% sub-contracting to EMEs required = can you find compliant subs?

5. Locality/geographic requirements (30 seconds)

Where to find it: Eligibility section, terms and conditions

What to check:

  • Geographic restrictions (province, municipality, radius)
  • Local content requirements
  • Site visit requirements (mandatory vs. optional)

Red flags:

  • "Suppliers within X district only" = are you in that district?
  • Mandatory site visit on a specific date = can you attend?
  • Missed site visit = automatic disqualification for many tenders

Get the first 5 checks done in 2 minutes—automatically

BidReady extracts deadlines, eligibility requirements, B-BBEE minimums, CIDB grades, and more—instantly. Stop manual page-hunting.

  • ✓ Deadline with countdown to closing
  • ✓ All mandatory requirements flagged
  • ✓ Disqualifying criteria highlighted
  • ✓ Go/no-go decision in 2 minutes
Try It Free →

6. Experience requirements (45 seconds)

Where to find it: Functionality criteria, eligibility section, or terms of reference

What to check:

  • Minimum years of experience required
  • Number and value of similar projects completed
  • Reference letter requirements

Red flags:

  • "10 years minimum experience" when you have 3 = don't bid
  • "5 similar projects above R5M each" when you've done 2 = weak bid
  • Specific certifications you don't have = get them first or skip

7. Functionality threshold (30 seconds)

Where to find it: Evaluation criteria section

What to check:

  • Minimum functionality score required (e.g., 70%, 80%)
  • Functionality criteria and weights
  • Whether functionality is pass/fail or contributes to final score

Red flags:

  • Criteria heavily weighted toward things you're weak on
  • 80% threshold with strict criteria = high disqualification risk
  • Subjective criteria with no clear scoring guide = unpredictable

8. Scope of work summary (60 seconds)

Where to find it: Terms of Reference, Scope of Work section

What to check:

  • What exactly needs to be delivered?
  • Contract duration and milestones
  • Deliverables and acceptance criteria
  • Resources required (staff, equipment, facilities)

Red flags:

  • Scope is vague or undefined = scope creep risk
  • Deliverables beyond your capability = you can't actually do this
  • Timeline is unrealistic = set up to fail

9. Mandatory documents checklist (45 seconds)

Where to find it: Returnable documents section, checklist at end of document

What to check:

  • All SBD forms required (SBD 1, 2, 4, 6.1, 8, 9, etc.)
  • Certifications needed (tax clearance, B-BBEE, CIDB)
  • Company documents (registration, bank letter, etc.)
  • Technical documents (methodology, project plan, CVs)

Red flags:

  • Documents you don't have and can't get in time
  • Certifications that take weeks to obtain
  • Reference letters from specific parties (can you get them?)

10. Special conditions and dealbreakers (30 seconds)

Where to find it: Special conditions section, terms and conditions

What to check:

  • Insurance requirements (what type, what amounts)
  • Performance guarantees or bid bonds required
  • Specific certifications (ISO, OHSAS, etc.)
  • Unusual terms (IP transfer, exclusivity, penalties)

Red flags:

  • Insurance requirements above what you carry
  • 10% bid bond on a large contract = cash flow impact
  • Onerous penalty clauses for late delivery
  • IP terms that give away your competitive advantage

The go/no-go decision

After your 5-minute triage, you should be able to answer:

  1. Can we technically bid? (Meet all eligibility requirements?)
  2. Can we realistically win? (Competitive on functionality and price?)
  3. Is it worth the effort? (Contract value vs. bid preparation cost?)
  4. Do we have time? (Realistic timeline to prepare a quality bid?)
  5. Can we actually deliver? (Capability to execute the contract?)

If any answer is "no," seriously consider not bidding. Your time is better spent on tenders you can win.

Common tender document structure

Knowing where to find information saves time:

Section What's In It
Cover page / Invitation Tender number, deadline, contact details
Instructions to Bidders How to submit, format requirements, rules
Eligibility / Pre-qualification Who can bid, mandatory requirements
Terms of Reference / Scope What needs to be delivered
Evaluation Criteria How bids will be scored
Pricing Schedule Where to enter your prices
Returnable Documents SBD forms, declarations, certificates
Contract Conditions Legal terms, penalties, payment
Annexures / Appendices Technical specs, drawings, additional info

The bottom line

Reading a tender document efficiently is a skill. The businesses that win government contracts don't read every page—they know exactly where to look for critical information.

Your 5-minute triage should tell you:

  • Whether you're eligible to bid
  • Whether you're competitive
  • Whether the opportunity is worth pursuing

Only after passing this triage should you invest serious time in preparing a response.

Your action items:

  1. Practice the 5-minute triage: On your next tender, time yourself doing these 10 checks
  2. Create a go/no-go checklist: Document your minimum requirements for bidding
  3. Track your hit rate: Are you bidding on too many unsuitable tenders?
  4. Use tools to speed up: Manual reading is slow—automation helps

Let BidReady do your 5-minute triage automatically

Upload any tender document. In 2 minutes, you'll have all eligibility requirements, deadlines, evaluation criteria, and mandatory documents extracted. Make your go/no-go decision with confidence.

3 free tender analyses per month. No credit card required.

Analyze my next tender →

Practical next step

Read next – more from the blog

Get tender tips in your inbox

Practical tender tips for South African businesses. No spam—we send 1–2 emails a month. Unsubscribe anytime.

How to Read Tender Documents SA 2026 | First 5 Minutes Checklist | BidReady