The document provides an overview of the tender process, including expressing interest, pre-qualification, submitting a tender, evaluation, and contract award. It discusses key aspects of pre-qualification like compliance, past performance, and financial/technical ability. The invitation to tender package is described. Tips are given for deciding whether to bid, key points in the tender, demonstrating understanding of the brief, providing evidence, and explaining value to win. How bids are evaluated using scoring matrices and weighting is covered.
2. What this presentation will coverOverview of the tender procedurePre-qualificationManaging the bid processIngredients of a successful proposalSkills neededPractical tips and techniques
3. The tender processExpress and interestPQQ sentPre-qualification submission and evaluationInvitation to tender issuedTender submitted and evaluatedClarification interviewsContract awardFeedback given to bidders
5. Understanding pre-qualificationEvaluation - 3 key areas:Business ProbityFinancial StandingTechnical AbilityMix of pass / fail and qualitative criteria.Often a fail in some areas will disqualify you from proceeding further. Eg. Health and Safety, accounts or staffing levelsUses a relative marking system.
25. Deciding whether to bidDo we have the skills to deliver this project (or can we get them)?Do we have the capacity/resource to deliver it at the right time?Can we partner with an organisation?Can we price it a level that is attractive?Can we demonstrate that we are the best choice?Can we respond in time?Can we win it?
26. Key points to note on the tenderWhen is the bid deadline?What is the guide price?What is their marking criteria and score weighting?Is there a specific format for the bid?Who needs to sign the form of tender?Do you need to ask them questions?Is there a specific criteria for delivery of the bidElectronic copies email/CD/data stickHard copiesTender envelope
27. Key tips for successDemonstrate a clear understanding of the briefSet the bid out according to marking criteria. Make it easy for them to give you marks!Provide evidence of relevant previous success in this area.Create a knock-out opening summary.Read between the linesAdd value and brings innovation to the briefExplain why choose us?Create a strong brand identitySet out clear next steps
28. The importance of valueValue for Money (VfM)The optimum combination of whole-life cost and quality (or fitness for purpose) to meet users requirements. This is rarely synonymous with price
35. Company with highest mark will win the commissionTender evaluationNon-financial considerations:Track record on performanceStaffing capabilitiesQualityInnovationMonitoring/managements arrangementCommunity benefitAbility to develop good working relationshipsRealism of offerCultural fit
36. How organisations with a good service let themselves downNot achieving the right balance between thinking and writingNot being able to write about what they doWriting by committee/no narrative flowTalking about what you want to sell, rather than what they want to buyFailure to understand the specificationUsing an answer for more than one question (e.g. see question 2)Answering specific questions with generic blurbs
37. Knowledge transferMake the document self-referential.Save all proposals, bids and tenders into a examples folder.Save the components separately (e.g. CVs, case studies etc) .Link to a table that sets out wins, fails and feedback.Use the same people again.