What is always required.
WHAT IS TYPICALLY REQUESTED
Certificate of incorporation and company documents Tax clearance Evidence of statutory contributions Audited financial statements Bank reference Registration certificates for the sector Evidence of similar work completed Curricula vitae of key personnel Equipment and facilities owned Insurance certificates Statements of no conflict or default
WHY PREPARING IT IN ADVANCE MATTERS
Obtaining documents takes days or weeks, and deadlines do not accommodate it.
WHAT TO MAINTAIN
A current set, with expiry dates tracked.
WHAT EXPIRES
Tax clearance Registrations Insurance Certifications
WHAT TO CALENDAR
Every expiry, with lead time to renew.
WHAT TO PREPARE ABOUT EXPERIENCE
A record of every completed contract: client, value, dates, scope and outcome.
WHY
Experience is requested constantly and it is reconstructed badly under pressure.
WHAT TO OBTAIN
Completion certificates or reference letters, at the time of completion.
WHY AT THE TIME
They are difficult to obtain later.
WHAT TO PREPARE ABOUT PERSONNEL
Current curricula vitae, with qualifications and relevant experience.
WHAT TO VERIFY
That certificates claimed actually exist and are held.
WHY
They are checked, and misstatement is treated as fraud.
WHAT TO ESTABLISH
Where every document is stored.
WHAT TO ORGANISE
A folder containing the complete current set.
WHAT TO REVIEW
It, quarterly.
WHY
Documents expire silently.
