You can transfer a certificate before a tender when the certificate is valid and the review can finish before the submission date. Buyers score the certificate. An application, a quote, or a note that the transfer is underway does not fill that line on the form.
What should you put on the application?
Put the tender deadline and the certificate expiry date in the scope notes of the application, and choose Transfer from another body. IAF Consultancy replies quickly with a written offer that states the timing beside the scope and the price. If the timing does not fit, you know while you can still submit the certificate you already hold.
The current certificate remains valid during the review. You can keep using it for the tender while the transfer proceeds, as long as it stays in force. Withdrawing it first removes the document the bid needs. The sequence is in avoiding a gap and in when to tell the current body.
What do buyers usually require?
Most prequalification forms ask for a current accredited certificate to a named standard, often ISO 9001, ISO 45001, or ISO 27001. The certification body's name is a field on the form. A certificate issued by SMG under IAS accreditation MSCB-153 answers a form that asks for accreditation, for a standard inside SMG's scope.
Some contracts name a single certification body. Read that clause before you treat a transfer as a match. An accredited certificate answers a clause that demands the standard and accreditation. A clause that demands one named company is a contract point, and the certificate does not rewrite it.
What if the deadline is too close?
Submit the valid certificate you have. Start the transfer for the next bid, so the decision is not being made the week before the close. If the certificate you have is suspended, expired, or unaccredited, a transfer will not produce a usable document in time, and an initial audit may not either. The offer says which of those is true. See suspended or expired certificates.
IAF Consultancy audits. SMG issues the certificate. Notes on the standards buyers name most often: ISO 9001, ISO 45001, and ISO 27001.