One last step in simplifying bid documents: testing the response instructions to be sure they’re complete, clear, and consistent.
Three ways to use visuals to simplify bid documents: use a picture (e.g. for a schedule), use a form (e.g. for experience details), use a spreadsheet (e.g. for bidders’ questions on the RFP).
Think about the critical-path order of all questions: What do you need to know first? The organization example given here illustrates an entirely preventable problem: The order of the questions doesn’t help evaluators understand the answers.
This second in my series for procurement professionals focuses on remembering “what you want” – and asking for just that, just as specifically as you can.
Three practical suggestions for improving bid documents and, by extension, the bids received: say it once, ask just once, and use one word for one concept.