Elora Grid
Glossary

Returnable schedule

A returnable schedule is a structured form a buyer issues with a tender that the bidder must complete and return as part of their submission, capturing one part of the response (price, technical compliance, capability, or supporting evidence) in the exact format the buyer will evaluate.

Why do buyers use returnable schedules?

Buyers use returnable schedules to compare every bid on a like-for-like basis. By forcing all bidders to answer in the same structure, the buyer can evaluate price, compliance and capability consistently and keep a clear audit trail of what each bidder committed to. For the bidder, the schedules are mandatory: an incomplete or wrongly formatted return can have a bid set aside before its merits are even read.

What goes in a typical returnable schedule pack?

A pack usually bundles several schedules: a priced schedule or bill of quantities; a compliance or conformance statement against the specification; a list of departures, qualifications and assumptions; company and capability information; key personnel and CVs; insurances and accreditations; and a delivery program. Larger tenders add quality plans (ITPs), HSE documentation and a supplier data requirements list (SDRL).

Returnable schedules vs submittals: US, UK and AU terms

The concept is global but the label is regional. In Australia and the UK they are usually called returnable schedules or 'returnables'. In the United States the same forms are typically called submittals, bid forms or exhibits, and may be split between the bid package and post-award submittals. If you bid across regions, expect the same information to be requested under different names.

Where bid teams lose time on returnables

Returnables are roughly 95% identical from one bid to the next, but every client demands a different template. So senior people spend deadline week re-typing the same answers into a new shape, and the rush is exactly where transcription errors and stale figures creep in. The fix is a maintained answer library mapped into whatever format each client requires.

FAQ

Common questions

What is the difference between a returnable schedule and the tender itself?

The tender (RFQ, RFT or ITT) is the buyer's whole request, including the scope of work and conditions. Returnable schedules are the specific forms within it that you must fill in and hand back. The tender tells you what is wanted; the returnables are how you have to answer.

Do we have to use the buyer's exact template?

Almost always, yes. Evaluators score returnables in their own format, and many tenders state that responses not provided on the supplied schedules may be disregarded. Reformatting your standard answers into each buyer's template is unavoidable, which is why teams keep a reusable answer library.

Can completing returnable schedules be automated?

The repetitive part can. Because the content is largely the same each bid, a maintained answer library can be mapped into each client's template automatically, with pricing left for humans and every field cited to its source. The judgment (what to qualify, how to price) stays with your team.

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