Executive Compass Download
Getting Bid Ready
A Checklist for Businesses in the UK
1. Risk/ Financial Compliance Check
Employers Liability
Insurances
Public Liability
Professional Indemnity
3 Years Audited Accounts
Financial
Cash Flow Forecasts
Bank Reference
Credit Check
2. Policy Compliance
Policy, Manuals & Risk Assessments
Health & Safety
Details Of Application In Your Business - Evidence?
Accreditation & External Audit - CHAS etc.
Environmental Policy
Identify Aspects, Measure Impact, Create Plan
Environmental
Influence Suppliers And Clients?
Industry Standards & Accreditations - WEEE etc.
Environmental Management System - ISO14001
Equal Opportunities / Equality & Diversity Policy
Equality
Evidence Of Compliance e.g. Copy Of Advertisements
Scheme Compliance - Equality North East
Complaints Procedure - Documented?
Quality & Customer
Quality Policy
Care
Continuous Improvement - Monitor, Measure, Analyse?
Project/Project Risk/Contract Management
Professional Accreditations
Quality Management System - ISO 9001:2008
Business Continuity Clear, Documented Plan - Current Issues? Olympics/Terrorism
Plan
IT Disaster Recovery
Supply Chain Management, Vetting, Appraisals
Suppliers & Sub-
Monitoring, Measuring, Analysing KPIs Across Chain
contractors
Full Compliance - Audits
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Executive Compass
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Executive Compass Download
3. Technical Capacity Check
Organisation Structure Organisation Chart
Ownership Structure
3-5 Case Studies Covering Full Scope Of Your Services
Recent Case Studies - No More Than 2 Years Old
Case Studies
Length, Value, Scope Of Contract
Contact Details For Reference For Contract - Any Quotes?
Any Added Value/Innovations You Delivered To The Client
CRB & Other Checks
Documented Recruitment Procedures/ Policy
Staff
Documented Induction Plan/ Procedures/ Policy
Documented Training Plans/ Procedures/ Policy
Documented Staff Retention Plans/ Procedures/ Policy
Curriculum Vitae Make Sure All CVs Are Up To Date And Include A Picture
All Staff CVs Are Presented In The Same Format
If you have completed this checklist and identified areas that will potentially reflect negatively on your
organisation, such as a missing policy, do not panic. We are fully prepared for every eventuality and can
write policy documents that are fully compliant for tendering into the public sector.
We also write Business Continuity Plans that are designed and written with the purpose of being used for
public (and private) sector tendering.
All of the documents that we write for you, from policies, to CVs, to complaints procedures, are written
from scratch and will be returned to you in your own company template. If you do not have a template for
all of your documents, which incorporates your organisations colours, awards and accreditations, we
have the capacity to design one for you, using the latest in design software.
This information is copyrighted and cannot be copied
or distributed without prior written consent from
Executive Compass
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