This is a preparation checklist, not a universal compliance list.Every buyer can set different conditions and evidence requirements.
1. Core organisation information
- Correct legal and trading names, identifiers and addresses
- Ownership, connected-person and control information where requested
- Current contact, website and service information
- Accurate accounts and financial information available for sharing
- Honest exclusion and conflict declarations
2. Insurance, competence and permissions
- Current insurance schedules matched to actual services
- Genuine accreditations, licences, memberships and qualifications
- Evidence of staff and subcontractor competence
- Clear scope boundaries where specialist approval is required
3. Delivery evidence
- Relevant case studies with scope, scale, challenges and outcomes
- References that can be contacted when permission is in place
- Mobilisation, staffing, quality and escalation processes
- Business-continuity and supply-chain arrangements
- Measurable performance data that can be substantiated
4. Controlled supporting documents
- Policies based on how the business operates
- Named owners, approval dates and review dates
- Consistent business details across every document
- Version control and a clear document library
- Specialist review where the subject requires it
5. Opportunity discipline
- Target sectors, buyers, geography and contract sizes defined
- Search alerts and pipeline monitoring established
- Bid/no-bid criteria agreed
- People available to answer questions and approve commitments
- A protected final-review window before portal submission