Screen submissions for conformance and eligibility before evaluation starts
Key facts
- Human involvement
- GreenLawyer review
- How AI is used
- Compare each submission against the mandatory requirements the lawyer has extracted from the request documentation and draft the screening table showing what is present, what is absent and where each item appears. Record lodgement times and any stated cause of lateness as facts. Do not characterise a submission as conforming, non-conforming or excluded.
- What the lawyer must review
- Decide conformance, eligibility and exclusion for each submission, decide any late-lodgement question against the rules for the process, and check each recorded absence against the submission itself before it is relied on.
- Written for / version
- US
Open a jurisdiction version of this task to see which instruments apply: US
Who does what
| Role | What they do |
|---|---|
| Assistance | Compare each submission against the mandatory requirements the lawyer has extracted from the request documentation and draft the screening table showing what is present, what is absent and where each item appears. Record lodgement times and any stated cause of lateness as facts. Do not characterise a submission as conforming, non-conforming or excluded. |
| Lawyer | Decide conformance, eligibility and exclusion for each submission, decide any late-lodgement question against the rules for the process, and check each recorded absence against the submission itself before it is relied on. |
Checklist
- Confirm the instructions, the jurisdiction and the complete relevant material before starting.
- Decide conformance, eligibility and exclusion for each submission, decide any late-lodgement question against the rules for the process, and check each recorded absence against the submission itself before it is relied on.
- Check the output against the source documents named in it before it is relied on.
Forms and precedents for this task
| Form or precedent | Kind | AI use | Summary |
|---|---|---|---|
| Tender evaluation plan and evaluation report outline | Form | AI use Yellow | A tender evaluation plan for a Commonwealth procurement (committee, stages, compliance screen, published criteria and weightings, rating scale, value for money, clarifications, records), with the outline of the evaluation report the delegate approves. |
Signed-in accounts can read the full text of each one. All precedents.
Sources
- https://www.finance.gov.au/sites/default/files/2025-10/Commonwealth-Procurement-Rules-2025.pdf · 2026-09-27
- https://arp.nsw.gov.au/pbd-2019-05-enforceable-procurement-provisions · 2026-09-27
These are suggested working checks. Confirm the required checking with the responsible lawyer before work starts; the checking approach does not establish permission to use AI.