Quick summary
Use the tender requirements and qualified advisers as the authority while keeping every amount, form, legal name, and timing requirement organized.
01
Bid security
Confirm the permitted security type, prescribed form, calculation basis, amount, and any maximum.
Check whether taxes are included in the calculation and confirm the principal and obligee legal names.
Confirm acceptable surety or financial-institution requirements.
Record whether an electronic bond, paper original, digital seal, or verification method is required.
Confirm bid validity and any consent of surety, performance bond, or labour and material payment bond requirements.
02
Insurance
List every policy type, limit, deductible restriction, endorsement, and additional-insured requirement exactly as written.
Confirm whether evidence is required with the bid, after award, or before work begins.
Distinguish a certificate from a required policy endorsement or other evidence.
Confirm the bidder’s legal name matches the insured entity.
Ask the broker to confirm project-specific feasibility before closing.
03
Final coordination
Recheck all requirements after every addendum.
Match bond and insurance details to the final bid entity and project.
Open and verify electronic documents before submission.
Have the surety, broker, legal adviser, or contracting authority confirm unclear items.
Common pitfalls
Keep these visible during review.
- Using a related company’s legal name.
- Calculating security from the wrong total.
- Missing a changed bid-validity period.
- Uploading a scan where a verifiable electronic bond is required.
- Treating software extraction as confirmation of legal sufficiency.
Where MESTRE fits
Organize the review. Keep the judgment human.
MESTRE can surface and cite bonding and insurance requirements for supervised review. It does not replace your surety, broker, legal adviser, or contracting authority.