guide to tendering and quoting

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Tendering and Quoting
with Yarra Ranges Council
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Tendering and quoting with Yarra Ranges Council
About Yarra Ranges Council
Yarra Ranges Council is located on metropolitan Melbourne's eastern fringe. It was
formed in 1994 after the amalgamation of the former Healesville, Lilydale, Sherbrooke
and Upper Yarra Shires.
Home to a population of 145,000, Yarra Ranges covers approximately 2,500 square
kilometres and stretches from the densely populated outer suburbs up into the
surrounding foothills, agricultural valleys and forested areas of the Great Dividing Ranges.
It is one of Victoria's largest, most varied and scenic municipalities. It is also the largest
area of any metropolitan Council. There are more than 55 suburbs, townships, small
communities and rural areas in the Yarra Ranges.
Yarra Ranges Council and all local government organisations are held to high standards
in the management of public monies and following principles of good governance.
Procurement is a key function to ensure that community needs and expectations are
being met in an efficient and cost-effective manner to deliver best value outcomes.
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Tendering and quoting with Yarra Ranges Council
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Tendering and quoting with Yarra Ranges Council
Tendering and quoting with
Yarra Ranges Council
Introduction.............................................................................................................................................. 7
What is procurement? ............................................................................................................................ 8
Procurement factors ............................................................................................................................... 9
The Local Government Act ..................................................................................................................... 9
Ethical standards.................................................................................................................................. 10
Methods of procurement ....................................................................................................................... 11
Quotation ............................................................................................................................................. 11
Public tendering ................................................................................................................................... 12
Request for information / Expression of interest .................................................................................. 13
Aggregated procurement...................................................................................................................... 13
Becoming a preferred supplier ............................................................................................................. 13
Pre-requisite criteria ......................................................................................................................... 14
Pre-requisite criteria .............................................................................................................................. 14
Occupational Health and Safety (OH&S) .............................................................................................. 16
Insurance ............................................................................................................................................. 17
Registration .......................................................................................................................................... 18
Weighted Criteria ................................................................................................................................... 19
Quality Assurance (QA)........................................................................................................................ 20
Local Business and Sustainability ........................................................................................................ 21
Environmental Sustainability ................................................................................................................ 22
Social procurement .............................................................................................................................. 23
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Tendering and quoting with Yarra Ranges Council
Frequently Asked Questions ................................................................................................................ 24
Handy hints for tender responses .................................................................................................... 26
Submitting a tender using the e-portal ............................................................................................. 27
Tender Response Check List............................................................................................................ 30
Helpful links to Yarra Ranges documents ......................................................................................... 31
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Tendering and quoting with Yarra Ranges Council
Introduction
Trying to understand how to successfully become a supplier for a local government
organisation can be daunting and confusing for suppliers. There are a lot of rules and
regulations. Understanding why and how decisions are made is important.
This guide is designed to help all businesses large and small, participate in the open
procurement process for suppliers to Yarra Ranges Council.
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Tendering and quoting with Yarra Ranges Council
What is procurement?
Procurement is simply the process of purchasing products, services and works. Yarra
Ranges Council strives to achieve the best value outcome for the local residents and its
ratepayers when spending public money, in a manner that is fair and transparent.
Yarra Ranges Council complies with Section 186 of the Local Government Procurement
Act and our own Yarra Ranges Council Procurement Policy.
Procurement Policy
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Tendering and quoting with Yarra Ranges Council
Procurement policy
Yarra Ranges Council spends money on a wide range of goods and services including
roads, footpaths, recreational and community facilities, parks and tree maintenance;
vehicles, equipment, professional services, utilities and much more.
Procurement factors
When trying to decide how to achieve best value outcomes, Yarra Ranges Council takes
into account a range of factors including:
1. Quality, performance and OH&S
2. Pricing and social sustainability
3. Community expectations and values
4. Opportunities for local employment growth
5. Environmental sustainability.
The Local Government Act
Victorian councils operate under the Local Government Act 1989 (the Act). Among other
things, this legislation states the way councils should purchase goods and services
depending on the level of expenditure.
Section 186 of the Local Government Act 1989 states:
‘purchases of goods and services above $150,000 (or works above $200,000) must be
publicly tendered unless contract is entered into in accordance with approved alternative
arrangements.’
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Tendering and quoting with Yarra Ranges Council
Under certain conditions, councils can be exempted from the procurement provisions of
the Act:

In emergency situations, such as a bushfire or other natural disaster, the council may
make immediate purchase decisions regardless of value.

Councils can outsource to third party organisations who can run the tender on their
behalf; where the Minister for Local Government has provided permission.
Yarra Ranges Council also adheres to Federal and State regulations governing their
entire range of operations, including Occupational Health & Safety law, the Trade
Practices Act, Goods Act, Freedom of Information Act, Environmental Protection Act,
taxation law, applicable Australian Standards and more.
Ethical standards
Council takes any suggestion of anti-competitive, collusive, dishonest or unethical
behaviour very seriously.
Council requires all members participating in the evaluation of a tender to sign declaration
forms prior to the evaluation process regarding the specific tender submissions received
and under evaluation.
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Tendering and quoting with Yarra Ranges Council
Methods of procurement
Quotation
Yarra Ranges Council will often seek quotes from suppliers. Council will typically get at
least three quotes for purchases between $10,000 and $150,000.
Quotes are generally not publicly advertised. Council officers will usually contact suppliers
directly to seek a quote when the need arises.
Suppliers are able to contact Council officers directly to discuss a quote. This is different
to a tender which has strict rules regarding communication.
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Tendering and quoting with Yarra Ranges Council
Public tendering
A public tender can be simply described as a formal quotation process. There are rules to
ensure good governance. Tenders are generally publicly advertised, usually in the
Saturday edition of The Age. Essentially, Council invites interested suppliers to put a bid
in to supply the goods, services or works required.
The rules of engagement are clearly stated in the tender documents prepared by Council.
A tender document will also clearly set out what Council requires, and on what criteria
Council will be comparing and basing their decision. To be successful, you must carefully
address each criteria set out in the tender documents.
Yarra Ranges Council conducts all tenders through an electronic tendering portal. Details
are available on the following link http://www.yarraranges.vic.gov.au/About-Council/Viewcurrent-tenders
Potential suppliers can register their details on the portal to receive notifications when
new tenders are released, and view results on previously awarded tenders. This is a free
service.
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Tendering and quoting with Yarra Ranges Council
Request for information /
Expression of interest
Often referred to as an RFI or EOI, these are used by Yarra Ranges Council to explore
new opportunities and/or developing needs.
This process may lead to a tender and allows Council to pre-qualify suppliers who are
capable of fulfilling the requirements through a formal tender.
Aggregated procurement
Yarra Ranges Council may choose to go to market together with other councils. Having
one tender for a number of councils can provide savings in administration, time and
money for everyone involved.
Third party organisations may also be used to conduct aggregated tenders on behalf of
Yarra Ranges Council.
Becoming a preferred supplier
Council may nominate a ‘preferred supplier’ or ‘panel of suppliers’ from participants in a
tender or quotation process which have been thoroughly market tested and are compliant
with all requirements. This tender will occur through the same processes as other nonpanel tenders.
Council often maintains a ‘panel’ of suppliers for in-demand products and services.
Being appointed to a panel does not guarantee any work, only that the supplier is an
available option for Council staff to use under an agreed set of terms and conditions.
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Tendering and quoting with Yarra Ranges Council
Pre-requisite criteria
Pre-requisite criteria
Some of the information Yarra Ranges Council requests from suppliers is not negotiable
(pre-requisites) and must be in place to gain work with the Council.
Pre-requisites depend on the products and services required (including works and
construction) and may include Occupational Health and Safety (OH&S) management
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Tendering and quoting with Yarra Ranges Council
systems, appropriate level of training, relevant accreditation or licenses and up-to-date
insurance cover.
If pre-requisites are requested, you must answer the question and include supporting
documentation. If you don’t provide the pre-requisite information your tender submission
will not be considered.
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Tendering and quoting with Yarra Ranges Council
Occupational Health and Safety (OH&S)
Yarra Ranges Council considers the health and safety of all people in a workplace and
members of the community of the highest importance. Suppliers and contractors must
ensure their OH&S meets requirements. If suppliers are asked to prove how they manage
OH&S, the standard required will depend on the type of work being undertaken and the
risks involved.
Expectations may range from a fully certified OH&S management system to a more
simplified management system depending on the style of contract. Specific requirements
will be detailed in the tender documents.
Read the tender documents carefully and include all the required information in your
tender submission. If you don’t include the required information (e.g. OH&S policies and
management systems if requested) your tender submission will not be considered.
Council has the right and ability to audit suppliers’ OH&S policies and procedures at any
time over the life of a contract, and in some instances will also inspect worksites.
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Tendering and quoting with Yarra Ranges Council
Insurance
Suppliers are required by Council contracts to maintain the relevant and appropriate
insurance cover. Yarra Ranges Council usually requires proof of public liability coverage
in the form of a copy of the certificate of currency issued by your insurer. Other insurance
policies may also be required and may include Work Cover policies, professional
indemnity and products liability.
It is a requirement that insurance coverage is maintained throughout the duration of a
contract or engagement. Documentation including renewals must be made available to
Council at all times.
Read the tender documents carefully and include all the required information in your
tender submission. If you don’t include the required information (e.g. current policies to
the required level) your tender submission will not be considered.
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Tendering and quoting with Yarra Ranges Council
Registration
In some tenders such as building contracts, the tenderer may have to be a registered
Commercial Builder with the Building Practitioners Board. A copy of a Certificate of
Registration for Commercial Building must be provided with your submission if required.
Read the tender documents carefully and include all the required information in your
tender submission. If you don’t include the required information (e.g. proof of registration)
your tender submission will not be considered.
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Tendering and quoting with Yarra Ranges Council
Weighted Criteria
Yarra Ranges Council does not base the choice of supplier on pricing alone. The most
important factor is the ability of the supplier to provide the product, service or work to the
standard expected, as outlined in the tender or quote specifications.
Other factors may include timeframes, quality systems, local business and sustainability,
environmental sustainability and social responsibility. These factors all contribute to
ensuring the best value outcome for Council. All these factors if included carry a weighted
scoring and go towards the evaluation of a tender; every point counts.
Ensure you have met the pre-requisites of the tender submission and provided clear and
concise responses to the criteria required for evaluation purposes.
A summary of typical criteria follows.
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Tendering and quoting with Yarra Ranges Council
Quality Assurance (QA)
Suppliers to Council should have quality assurance processes and procedures in place.
If you have a quality system accreditation or are on a pathway to achieving accreditation,
ensure you clearly outline this in your submission and attach supporting documentation or
current accreditation certificates.
If you do not have an accredited system, outline in detail how your business intends to
maintain the quality of the required goods, works or services requested in the tender and
attach supporting evidence.
The level of QA expected will depend on what is being delivered. Suppliers must ensure
they are delivering what was asked for in the quote or tender specification, matching or
exceeding Council requirements.
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Tendering and quoting with Yarra Ranges Council
Local Business and Sustainability
To help support local businesses and the local economy, Yarra Ranges Council prefers to
engage local business. The relative importance given to local business and local
employment will be outlined in the tender.
Ensure you offer appropriate information that supports your submission such as the
number of staff employed within or from the Yarra Ranges, local sub-contractors used or
goods purchased from within the municipality. Be specific and provide clear responses to
any questions related to local sustainability.
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Tendering and quoting with Yarra Ranges Council
Environmental Sustainability
Positive environmental outcomes are important to Yarra Ranges Council. Submissions
should outline any environmentally friendly practices or accreditations. Make reference to
any green products used by your organisation, responsible waste disposal, recycling or
sustainable methods of production.
Yarra Ranges Council understands that not all suppliers have formal environmental
accreditation, especially smaller organisations. However demonstrating a legitimate
commitment to sustainability is an important part of becoming a successful tenderer.
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Tendering and quoting with Yarra Ranges Council
Social procurement
Social sustainability is about building and maintaining strong communities by generating
local employment (particularly amongst disadvantaged residents), promoting social
inclusion and strengthening the local economy.
Yarra Ranges Council is committed to generating positive social outcomes for our
community as part of achieving best value outcomes.
Ensure your submission clearly outlines how your business may contribute to the
improvement of the social quality of local communities within the Yarra Ranges e.g:
1. support for social enterprise (direct employment, use of services/products etc)
2. donations, grants and sponsorship to local groups
3. details of initiatives that pursue excellence in protecting/enhancing local amenity
4. showing a commitment to corporate social responsibility
5. cultural and heritage values and/or
6. any other community service performed in local community.
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Tendering and quoting with Yarra Ranges Council
Frequently Asked
Questions
How do I find out about tender opportunities?
There are a variety of ways to find out about upcoming tenders. If you are interested in
doing business with Yarra Ranges Council, visit our website to view open tenders.
Yarra Ranges Council conducts all tenders through an electronic tendering portal. For
more information go to: http://www.yarraranges.vic.gov.au/About-Council/View-currenttenders.
Potential suppliers can register their details with the tendering portal to receive
notifications when new tenders are released, and view results on previously awarded
tenders. This is a free service.
Council publishes all public tenders in the Saturday edition of The Age.
What happens if my tender submission is late?
Submission deadlines for tenders are strict. If a tender is submitted late, it will not be
considered.
Allow for any errors that may occur, human or technological, and allow plenty of time to
upload large documents. Depending on the size of files and the speed of your computer it
can take several minutes or more. Allow as much time as you can. If your submission is
halfway through downloading and the deadline lapses it will not be considered.
I have a small business – it looks difficult reaching some of these
benchmarks...
Yarra Ranges Council does not expect all suppliers will have International Standard or
best practice systems in place, especially small local businesses. Think about even the
smallest things your business is doing to meet the weighted criteria.
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Tendering and quoting with Yarra Ranges Council
Can I submit a non-compliant alternative and/or innovative tender?
Yes, Council may accept a tender submission that does not entirely conform to the
specification providing the proposed alternative achieves Council’s desired outcome and
demonstrates a superior result.
Alternative and/or innovative tender submissions must be sufficiently detailed to allow
Council to determine their merits and permit evaluation with conforming tenders. If you
are still unsure, post a question on the electronic tendering portal and Council will
respond.
Who else can find out about my offer?
Submissions are treated as confidential and any information submitted in a tender will
generally not be distributed to external parties unless you are the successful submission.
The winning price and the successful supplier are normally made publicly available via
our Yarra Ranges Council website. Submissions will only be viewed by the Council
evaluation panel responsible for evaluating and making decisions regarding the tender.
Why does Yarra Ranges Council want me as a supplier?
Yarra Ranges Council wants you as a supplier because competition provides better
outcomes. Council is always looking for new and innovative suppliers who can assist in
delivering the needs of our local community and economy.
If my submission is unsuccessful, can I find out the tender results or
obtain feedback on my submission?
Yes, you can contact Yarra Ranges Council’s Procurement Services for feedback
regarding your submission on 1300 368 333 or email us at
mail@yarraranges.vic.gov.au
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Tendering and quoting with Yarra Ranges Council
Handy hints for
tender responses

Submit tenders at least 24 hours before the deadline in the correct format. It is also
important to be aware of any time differences and daylight savings so you do not
miss the deadline.

When responding to a tender, make sure you clearly answer all requirements to the
best of your ability e.g. dot points, separate answers.

Always check your response document prior to submitting and make sure you have
signed all relevant sections (see attached checklist).

Provide your supporting documentation (including accreditations, insurance
certificates, etc). Take the time to locate and attach the documents.

Consider and explain what value you offer the local community.

If you have one, offer a different and/or innovative solution as an alternative. Council
is interested in innovative ways to best serve our community. Maybe it hasn’t been
considered. Ask us - we might be able to use your suggestion.

Don’t leave your submission until the last minute. If you have started uploading your
document and the time lapses it won’t be accepted. Your tender needs to be
completely uploaded by the closing time.

Don’t assume that if your ‘price is right, it doesn’t matter about the rest of the stuff’.
Yarra Ranges Council is seeking the best value outcome. Price is not the only factor
in the evaluation process.

Don’t assume that you can provide requested insurances and supporting documents
later on ‘if you win’. If you don’t provide the information, your submission may be
deemed non-conforming and may not be considered.

Don’t submit a tender in a format in an alternate format. If the tender document has
provided a format and response schedules, please use them.
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Tendering and quoting with Yarra Ranges Council
Submitting a tender
using the e-portal
How to register and download documents
1. If you already have an account, go to
https://etendering.yarraranges.vic.gov.au/website/LogIn.aspx
2. If you need to create a new account, go to
https://etendering.yarraranges.vic.gov.au/website/SupplierRegistration.aspx
3. After creating your account, an activation link will be sent to your email address. Click
on the link to activate your account
4. A supplier login screen will appear. Enter your email address and password and then
click Log In.
5. To download tender documents select the tender you are interested in from the list of
current tenders on the left side menu
6. You will then be directed to a new page. Scroll down to the bottom of the page and
select Register Interest.
Your company details will then appear. Check that your details are up to date. You
can also enter the email addresses of up to two colleagues who may be working on
the tender response with you.
You also have the option to receive email updates regarding updates for this tender
and to receive email notifications when a similar tender has been published.
7.
Click on the Submit button. Scroll down toward the bottom of the page until you can
see the Files section. Select the Download button and follow prompts to open or save
to your local drive.
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Tendering and quoting with Yarra Ranges Council
How to update account details and receive
notifications
Once logged in you can update your details such as your telephone number, address,
password etc.
Click on Update Account located on the left hand side of your screen and modify required
fields.
How to set up and receive automatic email
notifications of tenders
If you would like to receive notifications of new tenders
1. Scroll to the bottom of the page and click on the Manage Tender Notification
Subscriptions button.
2. An extra screen will pop up. Check the categories you are interested in. If you are not
sure which category to select, tick all categories.
3. Scroll down to the Receive Tender Notification from Organisations. When you have
chosen the categories and organizations you want, click Submit.
When a tender is released, the notifications will be sent at midnight.
How to submit a tender
1. Go to https://etendering.yarraranges.vic.gov.au/website/LogIn.aspx and log in to your
account
2. Click on the Current Tenders link within the left side menu
3. Click on the tender you would like to submit an application for
4. In the new window, scroll down to the bottom of the page and click the Tender a
response link.
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Tendering and quoting with Yarra Ranges Council
5. You will be directed to a new window where you can upload your files. Click the
Browse button and locate your file. If you are uploading multiple files it will be easier if
you compress them into a single zip folder. Select your file or zip folder and then click
Accept.
6. Wait until the file is fully uploaded. After it finishes uploading you should be able to see
your document’s name in the browser.
7. Add any further comments to your response
8. Double check all your files are attached and the information in your account is updated.
(if you notice an error after you have uploaded or have forgotten something in your
documents you will need to upload an updated version)
9. Click the Submit link. You will receive a notification email from the etenderbox stating
that your response has been accepted and will be reviewed and evaluated soon.
Tenders will not be accepted after the closing time.
If you require any further assistance using the e-portal please contact the Open
Windows support line at 1300 73 90 73 or email Open Windows tender support on
etenderingsupport@openwindows.com.au
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Tendering and quoting with Yarra Ranges Council
Tender Response Check List
ITEMS THAT MAY BE REQUIRED IN YOUR TENDER RESPONSE
Completed
Completed and signed ‘Form of Tender’ or ‘Tender Form’
Yes / No
Completed and signed ‘Pricing Schedule’
Yes / No
Completed ‘Schedule of Information’
Yes / No
ALL criteria addressed, both pre-requisite and evaluation
Yes / No
Completed tender timeline / construction program (if required)
Yes / No
Copies of accreditations of OH&S, Quality or Environmental
systems
Yes / No
If you do not have an accredited OH&S management system have
you attached your organisation’s OH&S policies and system in full?
Yes / No
Copies of licenses (if required)
Yes / No
Copies of certificates of currency for insurance
Yes / No
Receipt of addenda/updates (if required)
Yes / No
Completed, signed (and witnessed) ‘Collusive Tendering
Declaration’ form
Yes / No
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Tendering and quoting with Yarra Ranges Council
Helpful links to Yarra Ranges
documents
Best Practice Principles
Code of Environmental Practice
Purchase Terms and Conditions
Standard Drawings for Civil Works
Standard Specifications for Civil Works
While every possible attempt is made to ensure the accuracy of information in this document,
Council accepts no liability for any error, loss or other consequence from relying on the
information presented.
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Tendering and quoting with Yarra Ranges Council
Contact us:
Phone: 1300 368 333
Online: www.yarraranges.vic.gov.au
Email: mail@yarraranges.vic.gov.au
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