Legal Precedents

Client details Client name [ Insert name ] What business are we tendering for? [ Provide a brief outline of the work your firm is tendering for ] Logistics and team Presentation date [ Insert date ] Venue [ Insert venue ] Presentation start/finish time [ Insert times ] Presentation team [ List the presenters, noting their roles and areas of expertise. Specify who will lead the presentation. Consider including a junior colleague, as clients often like to see this. ] Back-up team [ Who will cover if one of the presenters cannot attend? ] Has the presentation date and time been added to all team members’ diaries (including the back-up team)? ☐ Yes ☐ No Have all team members (including back-up) confirmed availability? ☐ Yes ☐ No Have travel plans been arranged for all team...

Use the responses to the following questions to help you determine whether to proceed with a particular opportunity to tender for work... Question Answer Do we currently deliver services within the pertinent sector or work type? [ Reflect on whether you already operate, or intend to operate, in the prospective client’s sector or type of work ] Will fulfilling the client’s required work lead to any extra costs for the firm?...

General information Client/target name [ Enter name ] Client/target contacts [ Enter name(s) ] Project/matter [ Summarise the assignment you bid for. Did it sit within your usual remit, or were you seeking to move into a new area? ] Outcome of tender/proposal ☐ Won ☐ Lost Interview date [ Enter date ] Interview format ☐ Telephone ☐ Video call ☐ Face to face ☐ Other [ add details ] Interview location, where applicable [ Enter venue ] Interviewer’s name [ Enter name ] Pitch lead’s name [ Enter name ] Pitch team members [ Enter names ] Feedback questions Invitation to tender What prompted you to put this work to tender? [ Enter details ] Which firms did you invite to tender? [ Enter details ] How were those firms chosen? [ Enter...

General Meeting date [ Insert date ] Chair and lead [ Insert name and role ] RFP/ ITT submission deadline [ Insert date ] Potential client [ Insert name ] Attendees [ Insert names and roles ] Agenda What is anticipated from the team during the presentation? [ What is stated in the RFP/ ITT? ] [ What have you discovered since initiating this competitive tender process? ] People and setting: —who is expected to attend? —what do we already know about them? —which key client needs must be tackled (refer to RFP/ ITT or later details)?......

Being invited to present gets us over the first obstacle, yet we should never assume success, even with a long-standing client. Inadequate preparation is the chief reason bids stumble at interview. Walking in without sufficient rehearsal courts failure, even for a strong team. This guide will help you get ready for a tender presentation, whether you’re leading the bid or contributing as part of the team. Logistics You have only one chance to deliver. Be absolutely clear about: where you need to be when you need to be there how you will get there what you must take with you The tender lead should issue a presentation checklist/plan. If they haven’t, chase it or volunteer to handle the arrangements and create the checklist/plan for the team. Unless advised otherwise, assume the dress code is business smart. Stay on top of the...

Please click for the Excel edition of this Precedent and an illustrative worked example...

Claim no: [ insert claim number ] In the county court at [ insert ] Between [ INSERT CLAIMANT’ S NAME ] Claimant -and- [ INSERT FIRST DEFENDANT’ S NAME ] First Defendant -and- Motor Insurers’ Bureau Second Defendant Particulars of claim [ Insert introductory wording if relevant, for example: The Claimant is [ insert details ] ] At all relevant times: The Claimant was [ insert details, for example the driver of ] The First Defendant was the driver of [ insert details, for example registration number ] The Second Defendant is joined to these proceedings for the reasons set out further below......

This Agreement is entered into on [ insert date ]. Parties [ insert name of company ] [ of OR a company incorporated in [ England and Wales ] under registration number [ insert registered number ], whose registered office is at ] [ insert address ] ( Supplier ); [ insert name of introducer ] [ of OR a company incorporated in [ England and Wales ] under registration number [ insert registered number ], whose registered office is at ] [ insert address ] ( Introducer ). ( Each of the Supplier and the Introducer is a party, and together the Supplier and the Introducer are the parties)......

I [ name of declarant ] of [ address ] do solemnly and sincerely declare that: [ I OR [ name of tenant ] [ (incorporated in England and Wales with company registration number [ number ]) ] ] intend[ s ] to enter into a lease of the premises at [ address of premises ] for a term beginning on [ [ date ] OR a date to be agreed between the parties OR the date on which the tenancy is granted OR the [ Access Date OR [ other defined term ] under the agreement for lease pursuant to which the tenancy of the premises will be entered into ] ] . [ I OR The tenant ] intend[ s ] to enter into an agreement with [ name of landlord ] that the provisions of sections 24 to 28 of the...

Dear [ insert name of authorised recipient on behalf of counterparty ], [ insert name of agreement ]: [ insert client name ] and [ insert counter-party name ] 1 As you know, we hereby act on behalf of [ insert client name ] (our client). 2 [ insert counter-party name ] ([ insert short name ]) and our client are parties to a [ insert agreement name ] dated [ insert date ] ( Agreement)......

Dear [ insert name of of authorised recipient on behalf of counterparty ], [ insert name of agreement ]: [ insert client name ] and [ insert counter-party name ] [ As you are aware, we OR We act ] on behalf of [ insert client name ] (our client). Our client and [ insert counter-party name ] ([ insert short name ]) entered into a [ insert agreement name ] on [ insert date ] ( Agreement). We are instructed that [ insert counter-party short name ] is in breach of the Agreement by failing to pay £[ insert amount ] ( Debt) to our client by [ insert due date ], as required by Clause [ insert number ]......

[ insert name of agreement ]: [ insert client name ] and [ insert counter-party name ] 1 Dear [ insert name of authorised recipient on behalf of counterparty ], We represent [ insert client name ] (our client), as you are aware......

In the Employment Tribunals Case number: [ Insert case number ] Between: [ Insert name of claimant ] ( Claimant) and [ Insert name of respondent ] ( Respondent) Claimant's schedule of loss 1. Details Net basic pay per week (after deductions): £[ Insert amount ] Respondent’s yearly pension contributions/annual pension entitlement: [ [ Insert amount, e.g. £x ] OR [ Insert details of pension scheme, e.g. 1/80 final salary scheme with related lump sum ] ] Yearly value of bonus/other employment perks: £[ Insert amount ] Notice period under the contract: [ Insert period, e.g. x weeks or x months ] Claimant’s date of birth: [ Insert date ] Date employment ended: [ [ Insert date ] ] Age at termination: [ [ Insert age ] ] 2. ......

1 Introduction 1.1 This policy explains the Company’s approach to attending antenatal appointments, whether you are the expectant mother or attending as her companion. It aims to be as thorough as possible and includes a summary of the principal statutory rights available to employees and, in some cases, agency workers. It also outlines the actions to take if you are pregnant and need to attend an antenatal appointment, or if you intend to accompany an expectant mother to one. 1.2 This policy applies only to employees and, in certain circumstances, to agency workers. It does not extend to consultants [ , contractors ] [ , volunteers ] [ , interns ] or casual workers. 1.3 [ This policy has been agreed following consultation with [ the trade union OR the staff association OR the employees ] . ] 1.4 This guidance does not constitute part of any...

This Agreement is subject to, and interpreted under, the laws of the People’s Republic of China ( PRC). Any dispute, controversy, or claim arising from or connected with this Agreement, including any issue concerning its existence, validity, or termination, shall be referred to the China International Economic and Trade Arbitration Commission ( CIETAC) for arbitration, which shall proceed in accordance with the CIETAC arbitration rules in force at the time the arbitration application is made. [ The seat and venue of the arbitration shall be in [ Hong Kong/ Singapore/ Beijing/ Shanghai/ Shenzhen]. For each arbitration, the tribunal shall comprise three arbitrators......

Dear [ insert name of authorised representative of the counter-party ], [ insert name of agreement ]: [ insert client name ] and [ insert counter-party name ] [ As you will be aware, we OR We represent ] [ insert client name ] (our client). Our client and [ insert counter-party name ] ([ insert short name ]) are party to a [ insert agreement name ] dated [ insert date ] (the Agreement). We have been instructed that [ insert counter-party short name ] is in breach of the Agreement for not paying £[ insert amount ] ( Debt) to our client by [ insert due date ], as required under Clause [ insert number ]. [ Clause [ insert number ] amounts to [ an essential OR a fundamental ] term by reason of Clause [ insert number ]. OR Our client...

[ insert name of agreement ]: [ insert client name ] and [ insert counter-party name ] Dear [ insert name of authorised representative of the counter-party ], [ As you are aware, we OR We ] represent [ insert client name ] (our client). Our client and [ insert counter-party name ] ([ insert short name ]) entered into an [ insert agreement name ] on [ insert date ] (the Agreement). We are instructed that [ insert counter-party short name ] is in breach of the Agreement for failing to pay £[ insert amount ] (the Debt) to our client by [ insert due date ] as required by Clause [ insert number ]. This amounts to a breach of [ an essential OR a fundamental ] term, as recognised by Clause [ insert number ]. [ Interest has accrued on the Debt from [ (and...

[ insert name of agreement ]: [ insert client name ] and [ insert counter-party name ] Dear [ insert name of authorised representative of the counter-party ], As you know, we represent [ insert client name ] (our client). Our client and [ insert counter-party name ] ([ insert short name ]) are signatories to a [ insert agreement name ] dated [ insert date ] (the Agreement). We are advised that [ insert counter-party short name ] has breached the Agreement by [ failing to ] [ insert description of breach ], in contravention of Clause [ insert number ]......

Date [ insert date of Agreement ] Parties [ insert name of Employer ] whose address is [ insert address ] [ incorporated in England and Wales with company registration number ] [ insert company registration number ] (the ' Employer') [ insert name of Contractor ] whose address is [ insert address ] [ incorporated in England and Wales with company registration number ] [ insert company registration number ] (the ' Contractor') [ insert name of firm ] whose address is [ insert address ] [ a limited liability partnership ] (the ' Escrow Holder') Whereas The Employer [ has entered into OR intends to enter into ] an agreement with the Contractor to undertake the [ design and ] construction of [ insert brief description of the project ] at [ insert location of site ] (the ' Building...

Before improving any process, you must first truly understand precisely how that process functions...