SayPro :A template for tracking the status of tender submissions, follow-up actions, and any feedback received from government or municipal entities.
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Here’s a SayPro Tender Follow-Up Tracker template designed to help track the status of tender submissions, follow-up actions, and feedback from government or municipal entities. This template is organized to keep all relevant information in one place for efficient management and follow-up.
SayPro Tender Follow-Up Tracker
1. Tender Submission Details
Tender Reference Number
Tender Title
Client/Organization
Tender Submission Date
Submitted By (Team/Individual)
Submission Method
Tender Deadline
Status
Example: GOV-TNDR-2025-001
Construction Works
City of X
January 15, 2025
Team A
Online Portal
February 1, 2025
Submitted
2. Follow-Up Action Plan
Follow-Up Action
Action Date
Person Responsible
Follow-Up Status
Comments
Acknowledge receipt of tender submission
January 16, 2025
John Doe (Team A)
Completed: Acknowledged
Sent email confirmation of submission.
Confirm shortlisting status
February 10, 2025
Jane Smith (Team B)
Pending
Awaiting response from client.
3. Communication Log
Date
Contact Person/Entity
Method (Email/Call/In-Person)
Summary of Communication
Action Items/Next Steps
January 16, 2025
City of X Tender Officer
Email
Confirmation email sent acknowledging submission.
No immediate action.
February 5, 2025
City of X Tender Officer
Phone Call
Informed of next evaluation stage, awaiting results.
Follow up in one week.
4. Feedback and Evaluation
Date Received
Feedback Source (Govt. Entity/Official)
Feedback Summary
Key Points/Areas for Improvement
Action/Response Plan
February 18, 2025
City of X Tender Committee
Awaiting evaluation results.
N/A
Awaiting further instructions post-evaluation.
February 20, 2025
City of X Tender Officer
No feedback provided yet.
N/A
Follow-up to inquire about status in two weeks.
5. Status Updates
Date
Status Update
Next Steps
Person Responsible
February 20, 2025
Tender under review
Follow up on decision next week.
Jane Smith (Team B)
February 25, 2025
Awaiting results
Confirm tender outcome by March 1, 2025
John Doe (Team A)
6. Key Dates & Reminders
Important Milestone
Date
Reminder Status
Action Required
Tender Opening Date
February 5, 2025
Completed
N/A
Client Follow-Up Date (1 Week)
February 12, 2025
Completed
N/A
Final Decision/Outcome Date
March 1, 2025
Pending
Confirm outcome
7. Notes & Observations
Use this section to record any additional relevant information that may affect the follow-up strategy or future tender processes.
Example: “Tender officer indicated that the decision may be delayed due to changes in project scope.”
Instructions for Use:
Tender Submission Details: Start by entering basic information about the tender submission. This allows you to quickly identify and reference specific tenders.
Follow-Up Action Plan: Set clear deadlines for follow-up actions and assign responsibility to individuals. Track the completion of each action.
Communication Log: Keep detailed records of all communications, including dates, methods, and summaries, to ensure consistent follow-up.
Feedback and Evaluation: Record any feedback from the government or municipal entities to understand where improvements can be made in future tenders or to identify areas where you may have been successful.
Status Updates: Track the current status of the tender and document next steps to ensure all required actions are taken in a timely manner.
Key Dates & Reminders: Use this section to keep track of critical milestones or deadlines associated with the tender submission process.
Notes & Observations: Capture any insights or changes in the tender process that may influence future follow-ups or strategy.
This Tender Follow-Up Tracker provides a structured system to stay organized and manage the progress of tender submissions, actions, and feedback. It helps you ensure timely follow-ups and provides a clear record of interactions, making the tender process more efficient and less prone to oversight.
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