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 |