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 |
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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 |