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Bid-Ready Checklist

Jack Bolton
Written by
Jack Bolton

Becoming bid-ready is vital to ensuring you have the best possible chance of success. To this end, we have compiled a short guide to help maximise your potential. 

Most bids will ask you to offer the following information. You should gather this as soon as you can.

Required InformationDetails
Economic and Financial Details Most bids will ask for at least 2 years’ financial information. You can download your accounts from Companies House if necessary. If you cannot provide the required financial information, you will need to explain why.
Health and Safety Policy Evidence of your Health and Safety policy or procedure will usually be expected.
References and Contract Examples Bids are often heavily weighted on experience. Match your case studies, references, and contract examples as closely as possible to the new contract.
Insurance Information You will usually need to provide the following insurance details:
  • Public Liability.
  • Employers Liability.
  • Professional Indemnity.
Policies The policies you will need include:
  • Equality and Diversity.
  • Environment and Sustainability.
  • Customer Services.
  • Quality Assurance.
Organisation Chart Most bids ask for evidence of your management structure. An organisation chart is the best way to present this.
Certifications and Accreditation You should gather all your certificates of accreditation as soon as possible. Good qualifications help evidence your credibility, quality and accountability.
Key Staff CVs  You should gather CVs for all relevant staff. They should cover key skills, experience (with examples), qualifications and training.

Click Here to find out more about becoming bid-ready.

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We will offer you a FREE consultation to review the bid documents with you. We will then provide a NO OBLIGATION quote to complete the bid on your behalf.

Contact us on: (0161) 883 1836 or

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