ITT Work Plan Board
Organise, assign, and track deliverables for the HRI Taxation bid.
Bid Delivery Sequence Timeline
HRI Eligibility & Mandatory Requirements Audit
Audit Compliance Ratio
Important Bid Instructions
The Contracting Authority applies a strict Pass/Fail rule on Selection Criteria (Section 4.1). If James is unable to gather complete evidence (e.g. proof of turnover or valid tax clearance) within 7 days of request, the tenderer will be eliminated immediately.
Ensure Karol signs the Form of Tender (Appendix 1) and James executes the Bona Fides declaration (Appendix 2) in full.
Sections
Tender Submission Form Editor
1. Bidder & Firm Information (4.1.a)
Signing Authority (For Form signatures)
2. Eligibility & Selection Criteria
Insurances Verification (4.1.b)
Financial Capacity & Turnover (4.1.c)
Quality Assurance & Statements (4.1.g)
3. Executive Summary & Methodology
4. Contract Management & SLA Response
5. Reference Projects (4.1.f)
The ITT requires details for 2 comparable projects delivered in the last 3 years.
Project One
Project Two
6. Nominated Resource Allocation (Appendix 5)
Specify the staff nominees assigned to the core business streams. Clickable CV links will be inserted in Appendix 5.
Overall Account Manager
Tax Compliance and Preparation Lead
Edit Support Team (Director, Manager, AM, Exec)
Advisory and Strategic Tax Planning Lead
Edit Support Team (Director, Manager, AM, Exec)
Statutory Audit & Tax Preparation Lead
Edit Support Team (Director, Manager, AM, Exec)
Employment Tax Support Lead
Edit Support Team (Director, Manager, AM, Exec)
Revenue Liaison Lead
Edit Support Team (Director, Manager)
7. Hourly Pricing Rates Year 1 & 2 (ex VAT)
Enter base hourly rates. A 15% discount is automatically applied to calculations in the compiled Form of Tender (Appendix 1) to match ifac's official offer.
Submission Actions
Compile all sections into a clean, formal PDF-ready proposal page including all completed Appendices.