SAMPLE READINESS REPORT

Know what you have.
Know what’s missing.

See how CredenceHQ turns scattered compliance documents into a clear evidence picture and a practical plan for becoming customer-ready.

OVERALL READINESS
82/100
Strong foundation

Five actions identified before submission

Illustrative company: Northstar Mechanical Ltd · Mechanical services contractor · Assessment date: 25 August 2026
01 · EXECUTIVE SUMMARY

Most core evidence is ready. Two gaps could delay supplier approval.

Northstar has a credible compliance foundation, with current insurance, ISO certification and core health and safety evidence available.

Before submitting the Horizon FM Supplier PQQ, the business should approve a modern slavery statement, create a proportionate business continuity plan and resolve three review items.

11
MATCH

Evidence meets the stated requirement

3
REVIEW

Evidence exists but needs confirmation

2
MISSING

No suitable evidence was supplied

02 · REQUIREMENT CHECK

Horizon FM Supplier PQQ

Representative findings from the customer requirement review.

88% requirement ready
StatusRequirementEvidence reviewedNext action
MATCHPublic liability insurance — £10mPolicy schedule verifiedNo action
MATCHEmployers’ liability insuranceCurrent certificate verifiedNo action
MATCHISO 9001 certificationCertificate valid to 18 Feb 2027Monitor renewal
MATCHHealth and safety policySigned and reviewed in 2026Annual review
REVIEWEnvironmental policyPolicy supplied; review date has passedApprove updated version
REVIEWTraining and competency matrixRecords supplied for 17 of 20 operativesAdd three missing records
REVIEWProfessional indemnity insurance£2m cover; requirement asks for £5mConfirm customer acceptance
MISSINGModern slavery statementNo approved statement suppliedDraft and approve
MISSINGBusiness continuity planNo current plan suppliedCreate proportionate plan
03 · EXPIRY WATCH

Upcoming renewals

CHAS accreditationExpires 14 Sep 2026
20 days
Professional indemnityExpires 03 Oct 2026
39 days
Public liability insuranceExpires 30 Nov 2026
97 days
04 · PRIORITY ACTION PLAN

What to do next

  1. 1
    Renew CHAS accreditation

    Start immediately; current approval expires within 30 days.

  2. 2
    Approve missing statements

    Complete modern slavery and business continuity documents.

  3. 3
    Close the evidence reviews

    Update the environmental policy and competency matrix, then confirm PI cover.

READINESS CONCLUSION

Proceed after the priority gaps are closed.

Northstar is close to submission-ready. The remaining issues are specific, manageable and can be resolved without redesigning the company’s compliance system.

CONDITIONALReady after action
YOUR EVIDENCE, REVIEWED

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Important: This is an anonymised, illustrative sample. CredenceHQ supports evidence management and readiness decisions; it does not provide legal advice, certification or assurance that a buyer or accreditation body will approve a submission.