Tender Compliance Matrix Template (UK)

Free UK tender compliance matrix template. Map and track mandatory ITT/PQQ requirements, certifications, bid writers and evidence. Download in Excel-compatible format.

What's included

• Excel-ready plain-text tab-separated structure
• Bid/No-Bid gateway checkpoint list
• Responsibility assignment (RACI) layout
• Evidence mapping and status tracking columns

Template preview

BIDPILOT — TENDER COMPLIANCE MATRIX TEMPLATE (UK)
Tender / RFP Name: ____________________  Value: £__________  Deadline: ______________

INSTRUCTIONS: Copy and paste this tab-separated matrix into Microsoft Excel or Google Sheets. Use it to map every mandatory requirement from the ITT/PQQ, assign ownership, track evidence status, and clear compliance gates before writing.

--- TENDER COMPLIANCE MATRIX TRACKER ---

ID	Section	Requirement Type	Requirement Description	Gateway Check (Pass/Fail)	Assigned Owner	Evidence Required	Status (Pending/Gap/Complete)	Notes / Source Page
C-01	ITT Sec 3.1	Accreditation	ISO 9001 Quality Management System	Yes (Pass/Fail)	[Name]	Copy of valid certificate (UKAS accredited)	___________	
C-02	ITT Sec 3.2	Accreditation	Cyber Essentials (or Cyber Essentials Plus)	Yes (Pass/Fail)	[Name]	Copy of CE Certificate / Verification Link	___________	
C-03	ITT Sec 4.1	Insurance	Employer's Liability (£10M minimum limit)	Yes (Pass/Fail)	[Name]	Current Insurance Schedule / broker letter	___________	
C-04	ITT Sec 4.2	Insurance	Public Liability (£5M minimum limit)	Yes (Pass/Fail)	[Name]	Current Insurance Schedule / broker letter	___________	
C-05	ITT Sec 4.3	Insurance	Professional Indemnity (£2M minimum limit)	Yes (Pass/Fail)	[Name]	Current Insurance Schedule / broker letter	___________	
C-06	ITT Sec 5.0	Policy	Health & Safety Policy (signed within 12m)	Yes (Pass/Fail)	[Name]	Copy of signed policy document (max 5MB)	___________	
C-07	ITT Sec 5.2	Policy	Equality, Diversity & Inclusion Policy	No (Desirable)	[Name]	Copy of current EDI Policy	___________	
C-08	ITT Sec 5.3	Policy	Modern Slavery Statement (contracts over £36m)	Yes (Pass/Fail)	[Name]	Statement link or copy (if in scope)	___________	
C-09	ITT Sec 6.1	Policy	PPN 06/21 Carbon Reduction Plan (CRP)	Yes (Pass/Fail)	[Name]	Signed CRP published on company website	___________	
C-10	ITT Sec 7.0	Technical	Two relevant case studies (£250k+ value)	Yes (Pass/Fail)	[Name]	Case study write-ups + customer references	___________	
C-11	ITT Sec 8.2	Financial	Audited Accounts for past 2 financial years	Yes (Pass/Fail)	[Name]	Companies House PDF / audited statements	___________	
C-12	ITT Appendix B	Declaration	Signed Form of Tender & Non-Collusion	Yes (Pass/Fail)	[Name]	Signed PDF by authorized director	___________	
C-13	ITT Appendix D	Commercial	Pricing Schedule completed exactly in template	Yes (Pass/Fail)	[Name]	Excel Sheet (no formatting changes)	___________	
Q-01	Quality Q1	Response	Quality Response 1: Mobilisation Plan (2000 words)	No (Scored 20%)	[Name]	Mobilisation narrative + Gantt chart PDF	___________	
Q-02	Quality Q2	Response	Quality Response 2: Social Value (1000 words)	No (Scored 10%)	[Name]	Social Value model alignment commitments	___________	

--- WINNING COMPLIANCE GATEWAY STEPS ---
1. [ ] Upload the tender pack to BidPilot to extract these requirements automatically.
2. [ ] Map out all "Yes (Pass/Fail)" requirements immediately. If any cannot be met, raise clarification or No-Bid.
3. [ ] Assign every row to a single, named owner (RACI matrix).
4. [ ] Hold a 15-minute daily standup to track "Gap" statuses. Do not begin writing scored responses until all Pass/Fail gates are marked "Complete" or "Pending".
5. [ ] Perform a final, independent check 24 hours before submission.

FAQs