An RFQ or a prequalification form wants your insurances
You are bidding for work you have not won. The portal will not take the bid until every document it asks for is attached, and it checks the expiry dates while you are still filling in the form.
What the portal asks for
- Public liability — a certificate of currency showing the sum insured and the date it expires.
- Workers compensation — a certificate of currency, once you have people on the payroll.
- Professional indemnity — where the work involves advice, design or specification.
- A licence number — a trade licence, or a labour hire licence if you supply people.
- A director ID — one for each director.
Who is actually asking
The head contractor’s insurer is who this is really for. If something goes wrong on site, they want a policy standing behind the business that did the work — and one that has not lapsed since the last time you sent it. The portal is how they check without ringing anyone.
What we do about it
We hold all of these in one place, each with the date it was last confirmed and the document behind it. When the portal asks, you pick the ones it wants and send them.
The next request asks for a different set of the same documents, and the ones you already sent have expired.
We’re in a closed alpha, and we write every invitation ourselves.