Bid Readiness Self-Assessment

Scoring Guide

1. Organisational Readiness

Governance & Business Information

• ☐ Company registration documents readily available
• ☐ Public liability insurance current
• ☐ Employers liability insurance current
• ☐ Professional indemnity insurance available where required
• ☐ Organisational structure chart available
• ☐ Key personnel CVs up to date
• ☐ Financial accounts readily available
• ☐ Company information centrally stored
• ☐ Clear responsibilities for bidding activities
• ☐ Bid/no-bid decision process established

2. Compliance Readiness

Policies & Procedures

• ☐ Equality & Diversity Policy
• ☐ Health & Safety Policy
• ☐ Environmental Policy
• ☐ Data Protection / GDPR Policy
• ☐ Modern Slavery Statement
• ☐ Safeguarding Policy where applicable
• ☐ Quality Management Procedures
• ☐ Business Continuity Plan
• ☐ Information Security Procedures
• ☐ Carbon Reduction Plan where required
• ☐ Social Value Strategy

3. Evidence & Credentials

Demonstrating Capability

• ☐ Three relevant case studies available
• ☐ Client testimonials available
• ☐ References available upon request
• ☐ Contract performance data available
• ☐ Customer satisfaction evidence available
• ☐ Examples of innovation available
• ☐ Examples of social value delivery available
• ☐ Sustainability initiatives documented
• ☐ Lessons learned recorded
• ☐ Awards and accreditations recorded

4. Bid Library Readiness

Reusable Content

• ☐ Standard company overview available
• ☐ Quality management response available
• ☐ Health & safety response available
• ☐ Environmental response available
• ☐ Equality response available
• ☐ Safeguarding response available
• ☐ Social value response available
• ☐ Mobilisation response available
• ☐ Staff CV library maintained
• ☐ Method statement library maintained
• ☐ Case study library maintained

5. Social Value & Sustainability Readiness

Increasingly Important for Public Sector Buyers

• ☐ Social value commitments defined
• ☐ Community engagement activities recorded
• ☐ Employment and skills initiatives documented
• ☐ Local supply chain initiatives identified
• ☐ Environmental initiatives measured
• ☐ Carbon reduction actions documented
• ☐ ESG objectives defined
• ☐ Impact evidence collected
• ☐ Sustainability responsibilities assigned
• ☐ Reporting mechanisms established

6. Bid Management Readiness

Process & Resources

• ☐ Bid manager identified
• ☐ Subject matter experts identified
• ☐ Internal review process established
• ☐ Tender tracker maintained
• ☐ Bid plan template available
• ☐ Compliance matrix template available
• ☐ Review schedule template available
• ☐ Lessons learned process established
• ☐ Submission process documented
• ☐ Portal registrations maintained

7. Technology Readiness

Systems & Tools

• ☐ Central document repository
• ☐ Version control process
• ☐ Collaboration platform available
• ☐ Tender portals monitored
• ☐ CRM system available
• ☐ Bid content library maintained
• ☐ AI usage policy established
• ☐ Secure document sharing available

Your Results

60+ Yes answers: Bid ready. Your organisation has strong foundations and should be well positioned to pursue opportunities efficiently.

40–59 Yes answers: Partially bid ready. You have a good foundation, but should address key gaps to improve competitiveness.

Under 40 Yes answers: Significant improvement opportunities. Your organisation may benefit from a structured bid readiness review.