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Content

    Case Study

    Health & Safety – From Tender to Contract Success

    Summary

    A long-standing client sought our support after being invited to tender for a major contract with a large national organisation. The opportunity was significant for their business, but the process demanded extensive health and safety documentation, proof of CDM compliance, and evidence of competent, independent safety advice.

    We guided the client at every stage of the process – from pre-tender preparation through to ongoing site safety management.

    The result: The client achieved SSIP accreditation, submitted a successful tender, and secured a long-term contract – supported by strong health and safety systems and ongoing compliance guidance.

    The Challenges

    The client faced a competitive tender process requiring detailed evidence of compliance, competence, and capability across multiple safety disciplines. They needed to demonstrate strong CDM knowledge, complete a suite of health and safety documentation, and satisfy third-party accreditation requirements within strict timeframes.

    Alongside this, the client sought expert representation and guidance to present their systems confidently to the principal contractor’s evaluation team.


    Our Approach

    We worked closely with the client throughout the process, providing practical support at every stage:

    • Tender Support and Documentation
      Reviewed and completed all health and safety elements of the tender submission, developed bespoke policies and procedures, and provided detailed responses to CDM-related questions with supporting evidence of competence.

    • Accreditation Guidance
      Led the client through the SSIP accreditation process, ensuring all documentation and evidence met the required standards. Reviewed and enhanced internal arrangements and proceedures to align with expectations.

    • Client Representation and Coaching
      Attended the meeting alongside the client and represented them in real time, demonstrating how their safety systems met the principal contractor’s expectations and evidencing the presence of competent, independent safety advice.

    • Ongoing Safety Management
      Once the contract was awarded, we continued to provide support through regular safety audits, inspections, and ongoing guidance to maintain compliance with CDM and client-specific standards.


    The Results

    The client achieved SSIP accreditation, demonstrated competence throughout the tender evaluation, and successfully secured the contract. Our continued involvement helped embed effective safety management practices, strengthen their internal processes, and support compliance over the long term.

    SSIP
    accreditation achieved
    1
    major contract secured
    100%
    tender documentation accepted
    Ongoing
    consultancy support delivered
    Continuous
    compliance maintained across all project stages

    Looking for Expert Health & Safety Support?

    Whether you need expert compliance guidance, bespoke risk assessments, or on‑site audits and incident investigations, our specialist team partners with you to embed robust health & safety practices at every stage of your operations. Contact us today to protect your people, safeguard your sites, and build a lasting culture of safety.