Use case

Evaluate Tender Eligibility and TQ/PQ Fit

For bid managers, engineers and commercial leads checking whether the organization can qualify

Tender eligibility assessment is the check a bid team makes before investing in a response: does the organization meet the technical qualification (TQ) and pre-qualification (PQ) criteria the buyer has set? It is usually led by the bid manager with input from engineering, quality, finance and commercial leads, and it is hard because the criteria are scattered across the notice, volumes and annexures. TenderGenie brings those criteria out of the tender pack, compares them with your organization's credentials and documents, and shows the gaps for your team to review.

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Machining floor with CNC machines and finished valve bodies on pallets

What is a tender eligibility assessment?

A tender eligibility assessment compares the qualification criteria in a tender with what your organization can evidence: experience on similar work, technical capability, certifications, financial standing and the documents the buyer asks for. Technical qualification (TQ) covers whether you can deliver what is specified; pre-qualification (PQ) covers whether you are allowed to bid. The result shows which criteria are met, which need evidence and which cannot be met, so the team can decide whether to proceed.

The problem

Qualification criteria are
rarely in one place.

01
Criteria are spread across the pack
Experience thresholds sit in the notice, technical criteria in a specification and document requirements in an annexure.
02
Evidence lives in different teams
Project references, certificates, financial statements and test reports are held by different people in different folders.
03
The wording sets the bar
Phrases such as similar work, completed within a stated period or single order value decide whether a reference counts, and they are easy to read loosely.
04
Gaps surface late
A missing certificate or an experience shortfall found during response preparation wastes the effort already spent.

How the workflow works

How a TQ/PQ eligibility review
works, step by step.

Adapt the sequence to the tender. Some buyers run pre-qualification as a separate stage before inviting full bids.

Step 01
Shortlist the tender
Move a relevant tender from sourcing into a tender workspace, so the whole pack is in one place.
Step 02
Bring out the criteria
Document Intelligence extracts qualification criteria, mandatory documents and technical requirements, each with a reference to its source page.
Step 03
Check technical fit
Engineers compare specifications, drawings and datasheets with what the organization supplies. Where drawings are part of the pack, Drawing & BOQ Intelligence prepares line items for that check.
Step 04
Compare with your evidence
Risk & Compliance compares the TQ/PQ criteria with your organization's credentials and documents and shows which requested documents you already hold.
Step 05
Resolve the gaps
For each unmet or unclear criterion, the team decides whether to find evidence, raise a clarification, consider a partner or stop.
Step 06
Record the outcome
The eligibility position becomes an input to the bid/no-bid decision and stays in the tender workspace for later reference.

Relevant TenderGenie capabilities

The capabilities behind
an eligibility check.

Document Intelligence
Extracts qualification criteria, scope and mandatory document requirements from PDF, DWG, XLS and DOC files, with a source reference for each finding.
Risk & Compliance
Compares TQ/PQ criteria with your organization's credentials and documents, and highlights gaps that need evidence or a partner.
Drawing & BOQ Intelligence
Prepares BOM and BOQ line items from engineering drawings, so engineers can check technical fit against what the tender shows.
Enterprise Memory
Keeps past tenders, approved credentials and evidence available, so earlier project references can be found and checked.

Product, review and decision

What TenderGenie does,
and what qualification needs from people.

TenderGenie does

Brings qualification criteria out of the tender pack
Keeps a source reference for each criterion
Compares criteria with your credentials and documents
Shows which requested documents you already hold

Your team reviews

Whether each reference meets the exact wording
Certificates for validity and scope
Financial figures against the buyer's definitions
Technical fit, with engineering

Stays a human decision

Whether the organization is eligible
Whether to seek a partner or a clarification
Whether to move on to the bid/no-bid review

Checklist

Criteria a TQ/PQ review
usually covers.

A general checklist. The tender itself defines which criteria apply and how each one is measured.

Experience: Completed projects or supplies of a similar type, size or value within a stated period.
Technical capability: Ability to meet the specification, including product range, design standards and testing.
Certifications and approvals: Quality, safety or product certifications, and any buyer or vendor registration the tender requires.
Financial standing: Turnover, net worth or other financial thresholds, as the tender defines them.
Legal and administrative documents: Registrations, declarations and forms the buyer asks every bidder to submit.
Capacity and presence: Manufacturing, service or site capacity, and local presence where the tender asks for it.

Illustrative scenario

Tender Eligibility Assessment
in practice.

An example of how the workflow can be used. It is not a customer case study, and the photograph is illustrative.

An experience criterion that needed a closer read

A process equipment manufacturer shortlists a tender for heat exchangers. Document Intelligence brings out the PQ criteria, including an experience requirement for similar equipment supplied within a stated period, with the source page for each. Risk & Compliance shows that most requested documents are already in the organization's records, but one certificate has expired. The bid manager opens the source clause and asks engineering whether two earlier projects count as similar work. Engineering confirms that one does, the quality lead starts the certificate renewal, and the eligibility position goes into the bid/no-bid discussion with both points noted.

Fabrication shop with shell-and-tube heat exchangers and a welder at work

Benefits

What a structured eligibility review
gives the team.

Earlier visibility
Qualification gaps appear before effort goes into the response.
Criteria with their sources
Each criterion links back to its page, so reviewers check the original wording rather than a paraphrase.
Evidence in one view
Credentials and documents are compared with the criteria in the tender workspace instead of across inboxes.
A clearer input to the bid decision
The bid/no-bid review starts from a documented eligibility position.

Questions

Tender Eligibility Assessment
questions answered.

What is the difference between TQ and PQ?

Technical qualification (TQ) asks whether you can deliver what the tender specifies, such as product range, design standards and testing. Pre-qualification (PQ) asks whether you are allowed to bid, usually through experience, financial and administrative criteria. Some buyers run PQ as a separate stage before inviting full bids.

Does TenderGenie decide whether we are eligible?

No. It brings out the criteria, compares them with your credentials and documents and shows the gaps. Your team confirms each criterion against the source wording and decides whether the organization is eligible.

What information should we keep ready for eligibility checks?

Project references with scope, value and completion dates, current certificates, financial statements for the periods buyers usually ask for, and standard registrations and declarations. Keeping them current in your organization records makes each comparison quicker to review.

What if we meet most criteria but not all?

Check the exact wording first, because a criterion may allow equivalent evidence or a clarification. Otherwise the usual options are a partner or consortium where the tender permits it, or a decision not to bid. Record the reason either way.

Is being eligible the same as deciding to bid?

No. Eligibility tells you whether you can bid. The bid/no-bid decision also weighs obligations, risk, commercial conditions, competition and your capacity to respond.