Public tenders matched to your firm, and your accreditations on file

Every morning it reads the four UK portals and scores each building notice against your company: the regions you work in, the contract values you want, your trades and the accreditations you hold. The best new matches arrive by email each morning on every plan. The full list of tenders, your matches and the bid pipeline come from Pro; on the other plans the Opportunities page shows how many tenders match.

• Find a Tender, Contracts Finder, Public Contracts Scotland and Sell2Wales, read every morning.
• The daily email goes to the owner and admins with up to five of the best new matches, and only when there is something new.
• Each person can stop or restart their own email.
• A tender you have saved, moved along the pipeline or analysed always stays, and nobody is sent the same tender twice.

What you hear about, as rules as well as preferences. Turn a rule on and notices outside it are dropped before they are scored; leave it off and it only shapes the score. Saving applies the settings straight away to the open tenders already found.

• Regions, with or without notices that do not say where the work is.
• A contract value range, and whether to see notices that state no value.
• Trades, words a notice must mention and words that hide it.
• Kinds of buyer, such as councils, the NHS, schools and colleges and housing associations.
• Frameworks and dynamic purchasing systems, and call-offs only their members can bid for.
• A minimum number of days before the closing date, and which portals to read.

NoteThe kind of buyer is worked out from the buyer’s name, and a framework from the notice’s wording on three of the four portals, so a notice that never says what it is can slip past those two rules.

With the certificate, in one step. Choose the certificate file, have it read into the form if you like, check what was filled in, and save the record and the certificate together. The form asks for what that scheme’s certificate states: the grade, the number, the scope and the certification body where it has them, and the dates.

• SSIP schemes such as CHAS, SafeContractor, SMAS Worksafe and Constructionline come first, then ISO certification, competent person schemes such as Gas Safe, NICEIC, NAPIT, OFTEC, HETAS and FENSA, TrustMark, PAS 2030 and 2035, MCS, NHBC, the FMB, the NFRC, the Considerate Constructors Scheme, Living Wage Employer and CITB, and any other scheme by name.
• Read it for me fills in the form from the certificate. You check every field before saving, and nothing is saved until you do.
• Insurance policies are added the same way, and an insurance schedule picked in the accreditation form is moved across, filled in.
• If the certificate cannot be saved, neither is the record, so nothing sits on the register with no certificate behind it.

Wherever your company’s credentials are stated, from one answer of what you hold today. An expired certificate is never printed as held.

• Quotes: the accreditations you hold and their numbers, under your address.
• RAMS: your health and safety accreditations and your liability cover, in the details at the top.
• Tender documents: the capability statement and the health and safety summary list what you hold, with numbers, cover and expiry dates, written from your register and not by the AI.
• The PQQ evidence pack: every certificate you hold with the files enclosed, and a note of anything left out because it has expired.
• Tender matching scores the accreditations you hold, so a lapsed CHAS earns nothing.

NoteEstimark holds no certification of its own. These records are yours, kept so your documents state your accreditations correctly.

For the schemes most firms work towards, yes. Held and targets lists everything in date today, and for Constructionline Silver, Gold or Platinum, CHAS Advanced or Elite, or SafeContractor it sets what the scheme asks to see against what you hold.

• Each line says held, expiring within 90 days, cover below the legal minimum, held at another grade, or missing.
• Lines that apply only to some firms are marked “if it applies”.

NoteA scheme will also ask for policies and records Estimark does not keep, such as your health and safety policy. The list shows what you hold against what the scheme asks for; it is not an assessment.

No. Estimark finds and matches the notices, holds the documents, questions and price for each bid, and drafts documents for you to review. The bid itself goes in on the buyer’s own portal, and you mark it submitted in Estimark.