Supplier Prequalification Pack Builder

About the Supplier Prequalification Pack Builder

Builds the pack a buyer asks for before it lets you bid: your company’s particulars and registrations, certificates with their expiry dates, past projects with their values and completion certificates, three to five years of turnover, profit and net worth, the people and equipment for a works contract, and the declarations public buyers in India require. As you fill it in, a live checklist flags every gap — a PAN that does not fit the constitution, a GSTIN carrying another PAN, a certificate that expires before the bid date, a project without its completion certificate, a year of accounts missing — and an enclosure index lists each document with its state.

Add the tender’s figures and it checks you against them the way an evaluation committee would: similar works in the last seven years (three of 40%, two of 50% or one of 80% of the estimated cost, past values brought to the bid date at 7% a year), the average turnover of the last three financial years, the available bid capacity A × M × N − B, net worth and its erosion, and the qualifying quantity for supplies — each threshold editable and shown with the rule it comes from.

The checklist, the test against the tender and the enclosure index are yours on the page. The pack itself — the covering letter, the bidder’s information form, the statements of past projects, financial capacity, personnel, equipment and works in hand, the drafts your chartered accountant certifies and the declarations — is a free preview of marked pages without a pass; its PDF, its Word document and printing unlock with a Premium pass. Everything stays in this browser.

Common uses

• A manufacturer or contractor applying for vendor registration or empanelment with a government department or a public sector undertaking.
• Preparing the prequalification envelope of a works tender, with the similar works and bid capacity worked out before the bid date.
• A consultant keeping one current pack for each client, so a tender with a short deadline is not lost to a missing certificate.
• Finding out, before buying a tender document, whether your turnover and experience meet its criteria.

What buyers check before they register or prequalify you

Under the General Financial Rules a buyer registers suppliers after verifying their credentials, manufacturing capability, quality control systems, past performance, after-sales service and financial background, for one to three years at a time (Rule 150, GFR 2017). Tenders then set their own criteria for experience, past performance, technical capability, manufacturing facilities and financial position (Rule 173(i)(b)). Bidders also sign that they abide by the code of integrity, disclose any conflict of interest and any debarment or breach of the last three years (Rule 175), and certify that they are not from a country sharing a land border with India, or are registered with the competent authority (Rule 144(xi)).

Works: similar works, turnover and bid capacity

The Manual for Procurement of Works (para 3.9.1(4)) describes the usual criteria: three similar works completed in the last seven years, each costing at least 40% of the estimated cost, or two of at least 50%, or one of at least 80%; only your share of a joint venture or sub-contract counts, and each value is brought to the current costing level by adding 7% a year, simple, from completion to the bid opening. A "substantially completed" work — at least 90% paid and in use, with the engineer’s certificate — may count. The average annual turnover of the last three financial years should be at least 30% of the estimated cost, and the available bid capacity is A × M × N − B: A the best year’s value of works in the last five years, M usually 1.5, N the completion period in years and B the work in hand for that period. Tenders may set other figures: type theirs.

Goods: turnover, net worth and the qualifying quantity

The sample criteria of the Manual for Procurement of Goods (Annexure 12) ask for an average annual turnover over the last three years of a share of the estimated cost (the manual suggests 40% to 80%), a net worth that is not negative and has not eroded by more than 30% in three years, a qualifying quantity (40% to 80% of the tendered quantity) supplied in one of the last five years, and regular supply of the product over the last three. Net worth is as the Companies Act 2013 defines it in section 2(57): paid-up capital and reserves created out of profits, with the securities premium and the profit and loss balance, less accumulated losses and expenditure not written off; reserves from a revaluation of assets, a write-back of depreciation or an amalgamation do not count.

MSEs, startups and Make in India

Micro and small enterprises registered on Udyam are exempt from bid security in central government tenders (GFR Rule 170(i)), and one within L1 + 15% of a non-MSE L1 may match L1 for up to 25% of the value; traders, distributors, sole agents and works contracts are outside that policy (Manual for Procurement of Goods, para 1.11.2). DPIIT-recognised startups are exempt from bid security too, and prior turnover and experience may be relaxed for them (Rule 173(i)). A Class-I local supplier has at least 50% local content and a Class-II at least 20%; the bidder self-certifies it, and above ₹10 crore an auditor or a practising accountant certifies the percentage (para 1.11.3). On GeM, turnover, past performance and profitability are judged from the records GeM fetches — PAN and Income Tax, MCA21, Udyam, GSTN, BIS and BEE — so keep those current (GeM General Terms and Conditions).

Limitations

• It checks the format of PAN, GSTIN, CIN, LLPIN, Udyam and IFSC offline: a well-formed number may still not be registered or active. Confirm on the GST portal and the official registers.
• The thresholds start from the government manuals’ figures; your tender’s own criteria and formats always win — type its figures and use its wording where it gives one.
• The declarations are standard wordings for you to check and sign; they are not legal advice, and false declarations have legal consequences.
• It does not upload anything to a portal: download the pack and attach your scanned documents in the order of the enclosure index.

Privacy

On this device; its files download once

Your company details, registrations and figures stay in this browser on your device (kept as a draft until you clear them). The pack is made on the device; nothing is uploaded.