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Mention the words ‘compliance checklist’ to the majority of bid writers and you’re likely to be met with a series of sighs and groans.

No-one actively seeks out this peculiarly soul-destroying administrative task for pleasure, but a great checklist in place can make the difference between winning and losing any given bid. Also known as the compliance requirements list, or requirements checklist, this document forms the foundation of your response as it works out how points will be allocated by the evaluator, and keeps your bid writing on target for a successful outcome.

 Even if the bid writer doesn’t have a formal bid request in hand to shape their compliance requirements, it’s still important to draft a checklist to make sure you cover off all the required information to produce a good document. Compile a list of the client’s requirements from all available sources including media updates, industry awareness, telephone conversations and prospect file notes to make sure you cover off all their requirements, pre-empting any particular win themes which could be included.

When you do have a formal bid request on the table, it makes compliance immeasurably easier to achieve. List your understanding of the requirements based on the introductory information supplied by the client in the first instance to provide the foundation for your checklist.

From there, you can go on to verify your list and add to it as a result of the clarification process with the client, the Q&A sessions, telephone conversations and any subsequent amendments to the bid. Finally, going through the actual bid questions provided will give you a great deal of insight in to the requirements of the client, either stated directly or inferred through the nature of a question.

Once you have your draft checklist in place, you can prioritise the list by categorising and weighting each win theme which has been identified, making the writing process much more structured towards gathering points for approved responses.

Often, it’s possible for the bid manager to have a hand in the influencing of compliance requirements, for example through preliminary discussions with the client which can assist in scoping and defining the proposed solution. In this case, it’s much more simple to understand exactly what is required by the time it comes to writing their bid document, as you have helped to shape the proposition.

Where possible, engage the prospect before the bid is submitted and responses are requested, so that you can align the requirements of the bid with the various strengths and competencies of your company.

Finally, having a strong, proven compliance checklist template to hand before you begin the bid writing process will support you to identify areas which need to be included, and operate as an ongoing reassurance that you are writing in line with the prospect’s expectations.

 

Fit To Bid FAQs

Why tender writers should have stock policies in place

In bid writing, there are always questions which we can come to expect as a matter of course. These include the basics for bid writers, such as requests for a company history, organisational structures and financial information, and then more detailed requests for information surrounding policies and procedures. Most bids these days, particularly across the Public sector, are extremely hot on subjects such as equality, health and safety, the environment and quality management.

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The bid writers’ guide to compliance checklists

Mention the words ‘compliance checklist’ to the majority of bid writers and you’re likely to be met with a series of sighs and groans.

No-one actively seeks out this peculiarly soul-destroying administrative task for pleasure, but a great checklist in place can make the difference between winning and losing any given bid. Also known as the compliance requirements list, or requirements checklist, this document forms the foundation of your response as it works out how points will be allocated by the evaluator, and keeps your bid writing on target for a successful outcome.

Read More >>

What should bid writers do to prepare for a tender?

There are many things which organised bid writers can do prior to the receipt of a bid, in order to ensure that all the necessary provisions are in place when the RFP lands, to produce a compliant document within what are often tight deadlines. The preparation stage for any new bid is an important part of the overall process, giving proposal writers the opportunity to implement measures for the effective running of the bid writing process, and freeing up space to focus upon writing when the document actually lands in their inbox.

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Things to do before you start writing

Tendering for public sector contracts is conducted according to a set process, hopefully supported by a knowledgeable bid manager and a robust bid management system. However, tender writers have varying levels of support depending upon the company which they are writing on behalf of, and even the most talented tender writer can find that there is insufficient pre-work done when a bid document lands on their desk to be completed.

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The benefits of bid writing for the public sector

The public sector spends a huge amount each year and is always looking for new suppliers. This is great news for organisations looking to increase their customer base and generate further revenue through the pursual of public sector opportunities. No matter what size your organisation is, it’s definitely worth trying to win bids within this sector, as there are a wealth of opportunities if you develop a compelling document.

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The bid writer’s guide to reading between the lines

Whenever a proposal writer approaches an ITT or RFP, there are usually three different elements to fill out. The first is the process of offering unsolicited information about the company bidding, to give a great overview of the proposed solution. The second is the response to specific questions within the document, which need to be answered compliantly. The third is the unspoken, but perhaps the most important aspect of any tender writing response – the questions which are unstated, but written between the lines for the proposal writer to discover.

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