Compliance Tracking

Each tender in Tendrex includes a compliance tracker to help you manage the regulatory, legal, and quality requirements that accompany most public sector bids.

Compliance categories

Tendrex organises compliance items into the following categories:

Category	Examples
Legal	Terms and conditions acceptance, contract clauses, TUPE obligations
Financial	Annual accounts, credit checks, financial standing declarations
Insurance	Professional indemnity, public liability, employer’s liability certificates
Quality	ISO 9001 certification, quality management policies
Social Value	Community benefit commitments, local employment, apprenticeships
Sustainability	Carbon reduction plans, environmental management, net zero commitments
Health & Safety	H&S policies, RIDDOR records, risk assessments
Data Protection	GDPR compliance, data processing agreements, ICO registration
Other	Any additional requirements specific to the tender

Adding compliance items

1. Open your tender and click the Compliance tab.
2. Click Add Item.
3. Enter the requirement name, select a category, and set the status.
4. Optionally add:
   • Due date - when the item must be completed
   • Expiry date - when a certificate or accreditation expires
   • Assigned to - the team member responsible
   • Notes - additional context or instructions

Status tracking

Each compliance item has a status:

• Not Started - requirement identified but not yet addressed
• In Progress - work is underway
• Completed - requirement met and evidence uploaded
• At Risk - approaching deadline or facing issues

Uploading evidence

Attach supporting documents to individual compliance items:

1. Open a compliance item.
2. Click Upload Evidence.
3. Select the file (e.g. an insurance certificate, ISO certificate, or policy document).

Evidence files are stored securely within the tender and included in the audit trail.

UK compliance templates

Tendrex includes pre-built compliance templates covering common UK public sector requirements. To apply a template:

1. Open your tender’s Compliance tab.
2. Click Apply Template.
3. Select the UK Public Sector template (or another available template).
4. The template pre-populates compliance items with standard categories and descriptions.

Tip

Apply the UK compliance template when creating a new tender, then remove any items that don’t apply. This is faster than adding items one by one.

Ordering and prioritisation

Drag and drop compliance items to reorder them by priority. Items marked as At Risk are highlighted to draw attention during review.

Pre-submit validation

When you export a tender, Tendrex checks for incomplete compliance items and warns you before export. This helps ensure nothing is missed before submission.