Case study · Government

Bids assessed on merit, once compliance is settled

A public procurement office where every tender opened with days of administrative compliance checking before technical evaluation could begin.

The client

Who they are.

A public procurement office. Every tender opens with an administrative compliance stage that must be applied identically to every bidder before technical merit can be considered at all.

Anonymised at the client’s request. Client names are never disclosed without written permission.

1,800bids per year
11documents per bid
3 dayssaved per tender
The task

What had to be solved.

Administrative compliance was checked by committee, document by document, consuming days before evaluation could start. A bidder excluded on a technicality challenged the exclusion, and the committee could not always show its reasoning.

The goal

What success looked like.

  • Establish administrative compliance identically for every bidder
  • Free the committee’s time for technical evaluation
  • Make an exclusion defensible against challenge
The solution

What Ceertia does here.

A use case per tender type, declaring the administrative documents required and checking each one for presence and validity at the submission deadline. Exclusions cite the missing or expired document and the rule requiring it.

A real rule One rule, as it runs.

Every bid must include tax and social security clearances valid at the submission deadline.

The procedure

How it runs, step by step.

1
Intake

The file arrives with its documents, in any format, from whoever sends it.

Bid submissionsCompany registrationTax clearancesSocial security certificatesInsurance certificatesTechnical references
2
Recognition & classification

Every page is identified and mapped against the expected document list. Missing documents, duplicates and out-of-scope pages are flagged on receipt.

3
Verification

Each rule asks the file a question and answers it directly on the documents, with page, zone and source text attached to the verdict.

4
Arbitration

The team approves, requests a fix, or rejects. No file is approved or rejected automatically.

The result

What changed.

Roughly three days per tender moved from administrative checking to technical evaluation. Challenges to exclusions became answerable from the file itself.

Before
  • Administrative compliance was checked by committee, document by document.
  • A bidder excluded on a technicality challenged the exclusion.
  • Technical evaluation started late and ran under time pressure.
After
  • Administrative compliance is established on receipt, identically for every bidder.
  • Exclusions cite the missing or expired document and the rule requiring it.
  • The committee’s time goes to technical merit.

Anonymised case. Client names are never disclosed without written permission. Figures describe the file volumes and checks in this scenario.

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