Tender Preparation Checklist

Tender Preparation Checklist

Have you got all of your documentation in place to tender or does it require updating? Here’s our checklist, which we hope you find useful.

Documentation
3 years audited or professionally prepared accounts
Details of bank – name/address/ sort code/account number
DUNS Number (Dun & Bradstreet) free to register (online at -www.dnb.co.uk/dandb-duns-number
Insurance certificates – Employers liability, public liability, Professional Indemnity
Quality Policy
Quality certification ISO9001:2008 (if held)
Environmental policy
Environmental certification ISO14001 (if held)
Sustainability policy
Supply chain information current suppliers/sub-contractors – names, locations,
Corporate Organisation chart
Divisional Organisation chart
Key Employee information – CV’s/ qualifications
Organisations staff retention/turnover figures
Health & Safety Policy
CHAS certification (If registered)
Health & Safety - Example Risk assessments/ method statements
Equal opportunities policy/diversity policy
Equal opportunities monitoring form
Equalities information form staff handbook
Example recruitment advert advertising ‘we are an equal opportunities employer’
Investors in people certificate (If registered)
Staff training/recruitment policy
Training Matrix demonstrating internal staff training undertaken
Business continuity/Disaster Recovery policy
Corporate Social Responsibility Policy
Anti-bribery and Anti-Corruption policy
Data Protection and Communications policy
Social networking policy
Customer Care Policy
Complaints Policy
Certification to governing bodies within industry – professional accreditations/memberships
Client testimonials/references - similar to the work bidding for
Case Studies of similar contracts

Tendering Preparation Checklist
Download a copy here