HOW TO WIN GOVERNMENT CONTRACTS IN THE UK DECEMBER 2016 HOW TO WIN GOVERNMENT CONTRACTS IN THE UK 2017 It’s not the taking part that counts PAGE 1 OF 44 PAGE 2 OF 44 HOW TO WIN GOVERNMENT CONTRACTS IN THE UK DECEMBER 2016 PAGE 3 OF 44 START WINNING CLICK HERE TO CONNECT WITH A SHINE BID EXPERT INTRODUCTION Contributing Authors ANNE MCNAMARA DIRECTOR START WINNING PAGE 4 OF 44 SIMON PEARCE BID DIRECTOR START WINNING KIRSTEN PROCTOR BID DIRECTOR START WINNING HOW TO WIN GOVERNMENT CONTRACTS IN THE UK DECEMBER 2016 WHY THIS EBOOK? There has never been a more interesting and exciting time to be bidding for government work in the UK. There has never been so much uncertainty, confusion, and chaos before either. If you’re reading this e Book, you’re either thinking about bidding for government and public sector in future; about to imminently launch a bid; or working on a bid right now. Winning government contracts is getting tougher for the established players and even harder for new entrants. Selling to the government is a different ball-game to responding to a straightforward B2B Request for a Proposal (RFP). First, you need to overcome a few hurdles to get to bid, then you must be prepared to compete on their terms. This guide is designed to help you win work with government and public sector buyers. By applying the principles in this is eBook you will learn to navigate the UK public procurement landscape successfully, find the best opportunities before others, develop a winning bid strategy, and improve your success rate for government/public sector contracts. Brexit Impact Experts predict that when the UK leaves the EU, the impact on public procurement is likely to be minimal. Making wholesale changes is complicated, time-consuming, disruptive and most probably a low priority for the government. If the UK stays within the single market, it continues to adhere to the EU procurement laws. If it leaves, then the UK’s regulations would need to be modified or replace with something similar. £242 BILLION UK SPEND ON PROCUREMENT OF GOODS AND SERVICES (2013/14) IS THIS EBOOK RIGHT FOR YOU? If you operate in a highly commoditised marketplace, where price is the primary deciding factor, then this eBook is not for you. This eBook is aimed at bidders who compete on differentiation, quality, and other factors as well as price. THIS EBOOK COVERS »» »» »» »» How the public procurement process works How to use intelligence to find the best opportunities before others How to create your own Bidding Masterplan How to score maximum points for your bid PAGE 5 OF 44 CHAPTER 1 UNDERSTANDING THE BASICS OF COMPETING IN THE UK PAGE 6 OF 44 HOW TO WIN GOVERNMENT CONTRACTS IN THE UK DECEMBER 2016 Knowing the rules of public procurement helps you to make better bid strategy decisions. You don’t need to read every detail but should know enough about the regulations and procedures to prepare yourself for what the government buyer or Contracting Authority expects from you during the process. THE LEGAL FRAMEWORK Once Article 50 is triggered (expected end of Q1 2017), the UK faces a twoyear leaving process. Until an exact date is set for its departure from the EU, it is business as usual for public procurement in the UK. Public procurement in the UK is based on EU law which is implemented into UK legislation as the Public Contracts Regulations (PCR). The regulations are made up of EU Treaty principles, EU procurement directives, and national legislation. EU law aims to create a level playfield for businesses across Europe. The directives set out procedures for public bodies to adhere to when conducting procurements including how contracts are advertised, assessed and awarded. As part of the regulations, all public bodies are required to advertise contracts above specific thresholds in the Supplement to the Official Journal of the European Union published across Europe. Contract values below the threshold are not subject to regulations unless they are likely to attract cross-border interest. The Thresholds OJEU Financial Thresholds Central Government Local Government For Supplies For Services For Works £106,047 £106,047 £4,104,394 £164,176 £164,176 £4,104,394 Value for Money The concept of “value for money” (VfM) is a fundamental principle of public procurement, defined as “the best mix of quality and effectiveness for the least outlay over the period of use of the goods or services bought.” Get familiar with it because you will come across VfM on every public sector contract you bid for. PAGE 7 OF 44 UK DOMESTIC PROCUREMENT PRIORITIES Showing how you can help meet national priorities in your bid responses will play to your advantage. Support for Small to Medium Enterprises 20% OVERALL PUBLIC SECTOR BUSINESS WON BY SMALL FIRMS The government has committed to 33% of all its spending to go small to medium-sized enterprise (SMEs) by 2020. The target covers direct contracts with SMEs and spending that reaches SMEs indirectly, for example, a supplier to the main contractor who holds a government contract. If you are an SME recent changes in the Regulations now make it easier for you to compete. For example, for low-value contracts, Pre-Qualification Questionnaires (PQQs) have been scrapped. A simplified Standard Selection Questionnaire (SSQ) replaces PQQs on above-threshold procurements. Prompt payment terms are now mandated for government and on a public procurement supply chain, which means paying suppliers on time. Apprenticeships & Skills 573 NO. OF APPRENTICES SUPPORTED VIA £15BN CROSSRAIL PROCUREMENT Public contracts worth £10 million or more, which last 12 months or longer, should support skills development and the government’s commitment to creating 3 million new apprenticeships by 2020. The Contracting Authority may require you sign up to hiring to Apprentices and investing in skills as part of your bid. From May 2017, the new apprenticeship levy will come into effect for all UK employers with an annual pay bill of more than £3m. If you are a levy payer, make sure you align how and when you spend your levy pot with your bidding plans in mind. Want to connect with an EXPERT? PAGE 8 OF 44 HOW TO WIN GOVERNMENT CONTRACTS IN THE UK DECEMBER 2016 THE PROCUREMENT PROCESS How it works Understand the public procurement process and get yourself in the best position to prepare and manage your bid. You might be put off by the perceived bureaucracy and hoops you must jump through – but remember after the first time it gets easier. This is a basic summary of the procurement process followed by a Contracting Authority: BUSINESS NEED IDENTIFICATION PRE-MARKET ENGAGEMENT WHAT DO WE NEED TO PROCURE AND WHY? WHAT’S THE BEST WAY TO ACQUIRE IT? WHAT DOES THE MARKET THINK? CAN WE IMPROVE THE SPECIFICATION? WILL THEY BID FOR IT? TENDER COMPETITION WHO CAN DELIVER WHAT I WANT? THERE ARE SEVERAL PROCEDURES THE AUTHORITY CAN USE TO RUN THE COMPETITION AWARD CONTRACT THE SUPPLIER WHO OFFERS VALUE FOR MONEY MANAGE CONTRACT ADMINISTRATION AND PERFORMANCE MONITORING JARGON BUSTER OJEU Official Journal of the European Union CA Contracting Authority – The government/public-sector body buying goods or services ITT Invitation to Tender – The suite of tender documents you’ll need to respond to ITPD I nvitation to Participate in Dialogue – The document inviting bidders to participate in a competitive dialogue procedure PQQ Pre-Qualification Questionnaire to shortlist bidders and invite them to tender SSQ Standard Selection Questionnaire replaces PQQ PAGE 9 OF 44 THE PROCUREMENT PROCESS PIN - Prior Information Notice (Published in the OJEU to advertise a future opportunity) CN - Contract Notice (The advert for the contract) OPEN RESTRICTED COMPETITIVE COMPETITIVE INNOVATION PROCEDURE PROCEDURE PROCEDURE WITH DIALOGUE PARTNERSHIP NEGOTIATION S TA G E S ITT PQQ ITT PQQ ITT Negotiation PQQ ITPD Dialogue Stage PQQ ITT Stage »» One stage process »» Two stage process »» Used when a »» Used when an »» Used when »» Used for purchase »» Used to shortlist of goods where bidders on requirements are financial standing straightforward and technical and lowest cost is or professional primary factor experience »» Encourages »» CA evaluates interest from a PQQ, narrows large number down bidders to bidders a minimum of five »» Bidders complete selection criteria and tender at the same time »» CA evaluates ITT responses and selects supplier bidders, who are invited to respond to the ITT »» CA evaluates the ITT responses and selects supplier customised innovative solution requirement solution is needed, is needed or cannot be met which requires when CA can not by any solution negotiation with define technical available in the the supplier specifications market »» CA evaluates »» CA evaluates PQQ, PQQ, narrows shortlists minimum encourage down bidders to a of three bidders genuine innovation minimum of three are sent ITPD bidders invited to which sets out respond to the ITT requirement »» Following »» During dialogue, »» Allows for Research & Development and purchase negotiation stage, stage bidders of a product or bidders usually put forward their service within submit revised or solutions to test the same single new tenders with CA procurement »» CA evaluate the »» On conclusion »» Follows the responses and of dialogue, CA restricted selects supplier will proceed to procedure issue ITT »» CA evaluates the ITT responses and selects supplier CAN - Contract Award Notice (Published in the OJEU once the contract is awarded) PAGE 10 OF 44 »» Designed to HOW TO WIN GOVERNMENT CONTRACTS IN THE UK DECEMBER 2016 65.8% 25.7% 2015: OPEN PROCEDURE USED BY CENTRAL GOVERNMENT 2011: OPEN PROCEDURE USED BY CENTRAL GOVERNMENT The UK Government strongly encourages the use of the ‘Open Procedure.’ The number of procurements using this approach has more than doubled in the last five years. This procedure is leaner, quicker and less costly for Authorities and bidders THE TIMESCALES Under the Lean Sourcing policy, the government requires a Contracting Authority to complete all but the most complex procurements within 120 working days from publication of Contract Notice to Award. But we all know things don’t always go as planned, statistics show that the government didn’t meet its own target - averaging 160 days in 2014. Prepare for the process to take longer, the Authority’s documentation release dates and announcements will lapse; their activity will slow down during summer and seasonal breaks. But your deadlines won’t change; you can count on that. It’s common for bidders to lose some momentum and energy during these times, but keep focused, use the time to schedule in workshops sessions with your teams to work on your solution. 160 days AVERAGE DURATION OF UK OJEU PROCUREMENTS IN 2014 PAGE 11 OF 44 PQQ STAGE The purpose of the Prequalification Questionnaire (PQQ) is to evaluate your capability and capacity to deliver the proposed contract. This stage is designed to identify suppliers who are the best fit for the contract and reduce the number of bidders be invited to tender. Evaluation is undertaken against selection criteria based on your economic and financial standing; and technical or professional ability. Authorities are not required to disclose their selection criteria or weighting system. However, they are advised to so because it’s the best and most transparent practice. The PQQ is made up mandatory elements – with pass/fail criteria and project specific scored elements which usually involve providing Case Studies and CV’s. You can do a lot of the groundwork for your PQQ submission well in advance of the release. WHAT YOU CAN DO »» Get hold of a copy of a PQQ for a type of contract you are interested in; you can find archive versions of standard PQQ documents on Contracts Finder »» Create a central data library of the key policies, procedures, and documentation that is standard requirement e.g. Equality Policies, Company Accounts, Quality Systems. »» Write up your best Case studies and CV’s – the aim here to keep an up-to-date and comprehensive base documents to work from. The content should then tailored to the contract. »» Case studies should focus on the ‘lessons learned’ and ‘benefits’ to the buyer. Don’t assume they know of your track record and reputation. »» Brief your referees – pick referees who know your products/services well. Prepare them before including them in your response. Give them as much information as possible on the contract and what the customer is looking for. START WINNING PAGE 12 OF 44 HOW TO WIN GOVERNMENT CONTRACTS IN THE UK DECEMBER 2016 ITT STAGE The ITT stage is designed to evaluate which supplier has the best method of delivering the contract at a fair price. Tenders are evaluated against a set of evaluation criteria. The Authority will allocate the weighting between quality and price e.g. price = 30%, quality = 40% - this can be found in the tender documentation. There are typically two parts to an ITT- quality and pricing. The quality part is where you provide your detailed responses. From 2015, all public contracts are now awarded based on Most Economically Advantageous Tender (MEAT). This is defined as “using a cost-effectiveness approach or price/quality ratio, that offers the best price”. However, the MEAT definition has been expanded to permit an authority to determine the MEAT based on price alone. Get the important questions asked during pre-market engagement. Because the answer to anything you ask during the bidding process is shared with all bidders. So be clever about this, don’t ask questions that expose your naivete to the Authority or reveal your bid strategy to competitors. FRAMEWORKS A framework is an agreement between one or more Contracting Authorities with either a single or multiple suppliers. The agreement sets out the terms governing contracts that might be awarded during the life of the agreement. For example, in a framework agreement with a single supplier of architectural services, calls offs are made each time the service is required. For a multi-supplier framework, an agreement is established with a panel of architectural firms, and call offs are made from the different panel members over the term of the agreement. In this case, the Authority has two routes for awarding call off contracts – either through a “direct call off” with no competition or a further “mini competition.” Getting on to a framework is very competitive. You can see why, on a single supplier framework you get exclusive access to a pipeline of future works, for potentially many Authorities over four years. A multi-supplier framework is still attractive because you’re competing against a smaller pool of rivals. The only downside is that an Authority could require mini competitions for individual contracts which can become costly if you don’t have an efficient bidding operation. PAGE 13 OF 44 CHAPTER 2 GETTING ACCESS TO THE BEST OPPORTUNITIES PAGE 14 OF 44 HOW TO WIN GOVERNMENT CONTRACTS IN THE UK DECEMBER 2016 WHERE TO FIND THE OPPORTUNITIES 1627 NUMBER OF ACTIVE SITES PUBLISHING UK-BASED CONTRACT NOTICES Online Portals There are hundreds of portals you can use to find public contracts. Some are free, but others charge for providing an enhanced “bells and whistles” service, for example, aggregating all above and below threshold contracts. Most portals will require you to set up an account and create a profile. You can then search for opportunities and set up alerts to notify you of opportunities that match your interest areas – bit like a dating site. Key portals to mention: »» Ted Europa – All EU public contracts above thresholds are published on The Official Journal S and is accessible on TED website. The portal is free to use and has a comprehensive archive, but it’s not the most userfriendly. http://ted.europa.eu/ »» Contracts Finder – Set up by the UK government, the free site advertises contracts over £10,000 with the government and its agencies; and above £25,000 in the wider public sector. www.contractsfinder.service.gov.uk/ »» Public Contracts Scotland is a dedicated portal covering the Scottish Government, local government, and wider public sector bodies. It’s free and easy to navigate. http://www.publiccontractsscotland.gov.uk/ »» Sell2Wales is an open information source, and procurement portal run by the Welsh Government www.sell2wales.co.uk »» eSourcing NI covers Northern Ireland’s Public Sector and Regulated Contracting Authorities. It is an electronic Tendering site which allows suppliers to view current opportunities and respond to tenders via the site. https://e-sourcingni.bravosolution.co.uk/ Local Councils advertise low-value contracts on their sites. Larger public bodies such as Transport for London or Highways England also have their own electronic Tendering sites where you can find opportunities and submit your tender. PAGE 15 OF 44 FINDING THEM BEFORE OTHERS DO Trawling through online portals or passively waiting for a tender alert to pop-up in your inbox will not deliver you the best opportunities. If the first time you come across opportunity is when you see it on a portal or alert it is probably too late. The only exception is a Prior Information Notice for a Contracting Authority carrying out soft market testing seeking views from the market before procuring. For complex or high-value contracts that require bespoke solutions, you need to be in there before the procurement starts. Buyers rarely enter big deals with companies they have not heard of or not carried out soft market testing with. Government policy requires public bodies to operate an open door for current and potential suppliers to discuss upcoming procurement opportunities. You are at a disadvantage if your competitor knows the Authority better than you do. If there’s no relationship, then there’s no trust and no foundation to build on. Proactively build relationships with Contracting Authorities to find out about their plans and what they are looking for. Raise your profile well in advance of an opportunity so that they have brand awareness of you. This needs to be part of your business development strategy and given decent time investment. PAGE 16 OF 44 HOW TO WIN GOVERNMENT CONTRACTS IN THE UK DECEMBER 2016 PRE-MARKET ENGAGEMENT WITH CLIENT It is in the interest of the Authority to engage with you before procurement begins – it is entirely legal for them to do this. This is called pre-market engagement. Getting market input before procurement means the Authority can get specifications right, identify risks and challenges they might not have thought of. Ultimately their priority is to create competition, the linchpin of public procurement and main driver of achieving Value for Money. The UK is well ahead of the rest of the EU when it comes to pre-market engagement; around 35% of UK tenders involved pre-market engagement compared with around 12% across the EU. PERCENTAGE OF UK AND EU TENDERS THAT HAVE UNDERGONE PRE-MARKET ENGAGEMENT % 40 30 20 10 0 2011 2012 2013 2014 2015 UK EU EXCLUDING UK PAGE 17 OF 44 WHAT YOU CAN DO »» Identify your hit list of top 10 buyers you want to do business with and start building a relationship »» Approach them at quieter times and not in the middle of a major procurement, when they’ll be too busy to engage »» Do your research before you meet them, find out more about the organisation – their challenges, priorities and pain points »» Don’t pitch them, find a problem you can help solve for them and use this to demonstrate ideas, products, and solutions »» Attend their pre-market engagement events e.g. Supplier Days, Industry Days & Bootcamps »» Participate in soft market testing, consultation exercises and feedback surveys they put out »» Don’t do anything that might make them uncomfortable or be construed as bribery – no offering of gifts, or VIP invites, etc. THE CONSULTANTS & ADVISORS Authorities retain consultants to advise them on everything from tax compliance to energy efficiency. These outside insiders are brought in to advise as part of the “client team” at an early stage when the Authority is still developing its strategy. They have insights on what’s important to the Authority, where its heading and the upcoming opportunities. Start by finding out who is on the client’s team or which consultants and advisors in your industry are aligned to an Authority. This isn’t hard – you can often find details of consultants appointed by the Authority in publicly available minutes of meetings, transparency spend disclosures, or on Contracts Finder. If this is not available, fire off a Freedom of Information (FOI) request, or use the good old method of calling key consultants and advisors in your industry for a chat. Want to connect with an EXPERT? PAGE 18 OF 44 HOW TO WIN GOVERNMENT CONTRACTS IN THE UK DECEMBER 2016 INDUSTRY EVENTS & GATHERINGS Attending industry events and gatherings is an effective way to raise your profile and mingle with buyers. There are many types of events but these are the most beneficial for bidding: »» Meet the Buyer – one or more buyers showcase their upcoming opportunities and connect with suppliers, many formats including one to one slots with buyers, great for networking and relationship building »» Trade Shows – industry specific, attracts a range of buyers, suppliers, and consultants. Gain broad exposure by hiring an exhibition stand and working the floor »» Conferences & Award shows – a learning event and a chance to pat each other the back. Raise your profile by sponsoring an award or table or offering to speak. »» Top Trade Shows »» Procurex – Public Sector Procurement »» MIPIM – Property »» DPRTE – Defence »» Healthcare & Innovation Expo – Health »» Bett – Education Technology PAGE 19 OF 44 WHO ARE THE BIG SPENDERS? So how big is the public procurement prize? According to HM Treasury, the UK public sector spent a total of £242 billion on the procurement of goods and services in 2013/14 this accounted for 33% of public sector spending. The National Audit Office estimates £187 million was spent with private sector providers comprising central government spend of £40 billion each year and NHS, local government and devolved administrations accounting for a further £147 billion. £19,951m £3,448m £2,847m £2,798m £1,916m £1,773m These are significant sums, and a reliable source of revenue your business cannot afford to miss out on. Top 6 Central Government Spenders 2013-14 PAGE 20 OF 44 HOW TO WIN GOVERNMENT CONTRACTS IN THE UK DECEMBER 2016 WHAT DO THEY BUY? GOODS AND SERVICES Highly Commoditised IT Equipment Consultancy Highly Customised ICT technical Military aircraft systems and ships Office Construction Work Underground furniture Services Programme Rail System Medical Facilities Congestion supplies Management charging system Vehicles Public relations C H A R AC T E R I S T I C S »» Clearly defined requirements »» Requirements undefined »» Off the shelf »» Complex Bespoke/novel solution »» Low-value items »» Exclusive to buyer »» Virtually no differentiation »» High value »» Low risk »» Many suppliers »» High differentiation »» High risk »» Only a few suppliers PAGE 21 OF 44 CHAPTER CHAPTER 31 TITLE GOES HERE THE WINNING MIGHT BE TWO LINES MASTERPLAN PAGE 22 OF 44 HOW TO WIN GOVERNMENT CONTRACTS IN THE UK DECEMBER 2016 PAGE 23 OF 44 SHINE BIDFollow MASTERPLAN the step the step masterplan approach laid out in this Chapter to develop a winning bid submission. POSITIONING PRE ISSUE STAGE ONE GET READY TO BID DEFINE STRATEGY FIT TO FIGHT CUSTOMER SEGMENTATION CREATE THE GAP PROJECT INTELLIGENCE WIN STRATEGY INNOVATION Define what you’re pursuing Define your customer segments Stand out from the competition Early engagement Strategy kick-off session Invent Define your blockers to growth Review segments Define your value proposition Gathering information Define the big sell Find the solution Develop segment strategies Take a stand Turning information into intelligence Agree bid protocols Build value through your brand Share the intelligence Generate compelling campaigns Update and share intelligence Get tactical STAGE TWO Initial documents issued Take action PAGE 24 OF 44 Identify the support you need Adapt BRA Develop De med Develop Agree proposal messaging Define the big sell Generate solution Refine HOW TO WIN GOVERNMENT CONTRACTS IN THE UK DECEMBER 2016 LIVE PROPOSAL SELL STRATEGY IMPLEMENT STRATEGY ANDING p a concept efine the dia assets SET-UP & MANAGEMENT FORMAL CLIENT ENGAGEMENT WRITING & REVIEW PRODUCTION EXECUTIVE SUMMARY INTERVIEWS & PRESENTATION Build the team Dialogue preparation The questions Design management Position summary Plan Develop a concept During dialogue Planning your response Submission Define platform/ medium Prepare Create proposal protocol After dialogue Editing Compliance and quality control Write Deliver Design and produce CVs Case studies Making your writing compelling Reviewing your responses your brand Review your set-up assumptions Analyse your client Generate better responses Blow them away with your proposal Executive Summary get it right Meeting them for the last time as bidders PAGE 25 OF 44 Question and Interrogate your company or project’s purpose. Define what you want to achieve in the long term. Outline how you will know when you’ve got there. STAGE ONE DEFINE WHAT YOU’RE PURSUING DEFINE YOUR BLOCKERS TO GROWTH FIT TO FIGHT Identify the root issues holding back growth in sales. Understand the blocks to your growth both internally and externally. Resolve what you can and can’t influence. FIND THE SOLUTION Work out how to remove the blockers. Define your growth targets and path to growth. Articulate your higher purpose. GET TACTICAL Set out clear steps and activities required to achieve your growth. Set key milestones and timescales for the deliverables. The changes you have identified are the foundations of your growth. Address the issues blocking your success and implement the necessary changes. PAGE 26 OF 44 STAGE TWO TAKE ACTION HOW TO WIN GOVERNMENT CONTRACTS IN THE UK DECEMBER 2016 Review your current customers and separate them into them into segments. Work out the characteristics of each and how that impacts your organization. STAGE ONE DEFINE YOUR CUSTOMER SEGMENTS REVIEW SEGMENTS CUSTOMER SEGMENTATION Review the segments and generate intelligence and data for each. Understand who are your high performers, what it takes to convert them and who you spend too much time on for limited return. Define where your energy should be better spent. DEVELOP SEGMENT STRATEGIES Once the data is analyzed create a sales and marketing strategy per segment. In particular define the cost of sales per client. Understand where your high priorities lie and create a mix that ensures profitability, growth and security. Identify what resources and tools you need to execute your strategies. PAGE 27 OF 44 STAGE TWO IDENTIFY THE SUPPORT YOU NEED Define your characteristics and that of your competition. Establish what’s negotiable and what isn’t and how this works with your target segments. STAGE ONE STAND OUT FROM THE COMPETITION DEFINE YOUR VALUE PROPOSITION CREATE THE GAP Outline your over arching value proposition and the elements that make it happen. MAKE A STAND Analyze this value proposition against the competition and create the gap. Identify all of the added value that you can generate for your clients. Decide what you stand for and stand there. BUILD VALUE THROUGH YOUR BRAND Ensure your brand supports both your current value propositions and your future growth aspirations. If it doesn’t, address it now. Execute your sales strategies through, compelling and targeted campaigns that take away your customers pain and position you as the only tonic. PAGE 28 OF 44 STAGE TWO GENERATE COMPELLING CAMPAIGNS HOW TO WIN GOVERNMENT CONTRACTS IN THE UK DECEMBER 2016 Prepare a strategy for early client engagement. If possible get in very early so you can influence requirements before they hit the market. STAGE ONE EARLY ENGAGEMENT GATHERING INFORMATION Crowd source information from your colleagues, clients, suppliers, industry experts business affiliates and carry out web research. PROJECT INTELLIGENCE Attend conferences, events and trade shows to suss out the latest information on your competitors. Attend any open days to capture further intelligence. If the proposal involves a physical component go visit the site to get a first hand view. Establish a central repository for organising all information. TURNING INFORMATION INTO INTELLIGENCE Use the information collected to develop an assessment of your, and your competitors, Strengths, Weaknesses, Opportunities and Threats. Filter out the important information using the ‘So F***ing What’ analysis framework. SHARE THE INTELLIGENCE Disseminate intel across bid team. xxReview the bid requirements and feedback from Stage 1 xxUpdate your intel and capture what you’ve learned from Stage 1 xxDisseminate information across bid team. PAGE 29 OF 44 STAGE TWO UPDATE AND SHARE INTELLIGENCE Organise, facilitate and run a strategy kick off session to get the focus going. Review the intel and set the proposal strategy including defining the Big Sell. STAGE ONE STRATEGY KICK-OFF SESSION DEFINE THE BIG SELL Interrogate the tender requirements. WIN STRATEGY Consider the Intelligence analysis and impact on the approach to the proposal. Define the one big idea you want to promote and the key win themes. AGREE BID PROTOCOLS Define the proposal boss. Allocate roles and responsibilities. Agree programme milestones and timescales. Develop a compliance checklist. AGREE PROPOSAL MESSAGING Fully integrate the bid strategy into your solutions and service offerings to the client. Summarise your strategy and communicate it internally and with the client. Regroup for a session to assess if you need to stay on path or whether you should pivot Is the big sell still a big sell? Discuss win themes – are they still pertinent What has been learned through Stage 1 and how can we apply it to the Strategy. PAGE 30 OF 44 STAGE TWO REFINING THE BIG SELL HOW TO WIN GOVERNMENT CONTRACTS IN THE UK DECEMBER 2016 STAGE ONE INSIGHT xxSet parameters xxCapture relevant data xxAnalyse data xxDevelop long list of opportunities xxDefine the real issue(s) INNOVATION INVENT Organise, facilitate and run an innovation workshop to drive creative thinking. Generate innovation: xxProducts xxServices xxProcesses xxOrganisation ADAPT Adapt innovations to align with specific tender questions. Challenge the status quo, test ideas and impacts of innovation. DEVELOP Analyse, challenge and ‘repackage’ innovations. Finalise set of key innovations. Integrate innovation story into your solutions. xxBuild on Stage 1 solutions, check they specifically meet and add value to the client xxAdapt if required to ensure proposals fully align with revised requirements PAGE 31 OF 44 STAGE TWO GENERATE SOLUTION xxInnovation needs constant development - test and review your Stage 1 issues, products and solutions Develop the proposal brand including the style/concept and strap line. DEFINING THE MEDIA ASSETS STAGE ONE DEVELOPING A CONCEPT Decide on whether to push the boundaries of the rules when it comes to the actual format of the submission Decide on and commission bid media: BRANDING xxBooks/magazine style xxFolders xxDevices xxBoxes xxPresentation boards xxModels xxPhotography xxPortals xxFly-through xxCGIs xxBags xxVideo xxApps xxTemplates and bid guidelines. xxClarify if the client has tightened or relaxed their submission criteria which affects the assets you can use xxPush the boundaries, inspire, delight PAGE 32 OF 44 STAGE TWO REFINE YOUR BRAND xxDon’t change brand mid proposal - unless vanilla brand chosen at Stage 1 HOW TO WIN GOVERNMENT CONTRACTS IN THE UK DECEMBER 2016 Carry out a skills assessment to identify the best people in your organisation who can demonstrate a close fit with the client’s requirements. STAGE ONE BUILDING THE TEAM Design the perfect dream team structure – populate it with the best people, suppliers and consultants for the bid and then set out to secure them. SET-UP & MANAGEMENT CREATE PROPOSAL PROTOCOLS Read all of the tender documents. Produce a Proposal Control Sheet setting out the deliverables and key evaluation criteria. Develop a draft programme with timescales. If you can, set up a physical war room so that your team can work together and not get diverted. Establish the following foolproof systems: xxProject Folders xxProposal-tracking Whiteboard xxEmail Discipline xxEstablish a clear review process and team. xxHow did they operate? This is the time to be brutal. Define whether you need anyone else. PAGE 33 OF 44 STAGE TWO REVIEW YOUR SET-UP ASSUMPTIONS xxConsider how the team went down in Stage 1. Are they still right for Stage 2? Find out the names and roles of each person attending from the other side before the meeting. Draft a dialogue plan setting out what you want to achieve from each meeting and how you are going to prepare. STAGE ONE DIALOGUE PREPARATION Define the media asset(s) you want to use in the meeting. FORMAL CLIENT ENGAGEMENT Write and produce ‘leave behind document’. Mark specialists and match seniority. Make sure the person with the best listening and analyzing skills attends. DURING DIALOGUE Ask the right questions, observe people and reactions, drive the win strategy. Adopt a problem solving approach Introduce variants or innovation to deliver value. Deal with the difficult issues head-on. AFTER DIALOGUE Respond to clarifications fully and quickly, demonstrate your commitment. You should now know them better - what’s really important to them? Did you listen properly to them? What are they not telling us. Define what would delight them and what would freak them out. PAGE 34 OF 44 STAGE TWO ANALYSE YOUR CLIENT HOW TO WIN GOVERNMENT CONTRACTS IN THE UK DECEMBER 2016 Scrutinise question scoring and evaluation framework. Define which questions need ‘Big Sell’ focus and produce a Win Theme matrix. STAGE ONE THE QUESTIONS PLANNING YOUR RESPONSE WRITING & REVIEW Identify who your different audiences are and write your answer with them in mind. Prepare an answer plan for each response using the “tabloid” templates. Identify evidence to support your answer. MAKING YOUR WRITING COMPELLING Write original copy for specific allocated questions. Weave bid themes coherently into your writing. Use visuals to convey complex information. REVIEWING YOUR RESPONSES Brief the Review team on what is needed from them beforehand. Obtain constructive feedback on draft bid responses, graphics and messaging from Review team. EDITING Edit all responses for continuity and style including return for reworking. CVS Develop CV template and align with client requirements and bid strategy. Follow-up with one to one interviews to fill gaps, clarify elements and bring out strengths.Source good quality images of the team or commission bespoke photography. CASE STUDIES Select the best and most relevant case studies. Develop a case study template aligned to the client requirements and bid strategy for people to populate. xxProduce revised answer templates xxUpdate the text and draft new elements xxUndertake a review process to ensure consistency and messaging. PAGE 35 OF 44 STAGE TWO GENERATE BETTER RESPONSES xxRevisit the responses in light of any feedback on the Stage 1 submission If you are allowed to forget Word. Produce the proposal in a design software following bid brand concept and templates. STAGE ONE DESIGN MANAGEMENT Organise full print and media management. PRODUCTION COMPLIANCE AND QUALITY CONTROL Carry out a compliance check. Proof-read and quality control all bid responses. Ensure a happy sign-off from your boss or client. SUBMISSION Deliver documents to the client... on time! Can you improve your evidence? Can you find more targeted information or testimonials? PAGE 36 OF 44 STAGE TWO BLOW THEM AWAY WITH YOUR PROPOSAL HOW TO WIN GOVERNMENT CONTRACTS IN THE UK DECEMBER 2016 Write and produce an Executive Summary profiling the Big Sell and key messages. Secure quality input from subject matter experts. STAGE ONE EXECUTIVE SUMMARY EXECUTIVE SUMMARY Your summary, second time round, has to fully reflect what you want to drive home. This is not a cover page. PAGE 37 OF 44 STAGE TWO EXECUTIVE SUMMARY GET IT RIGHT INTERVIEWS & PRESENTATION Research presentation panel. Facilitate and deliver presentation preparation to cover: audience, strategy and messaging, media assets, performance. STAGE ONE PLANNING Select the best team for the interview. Agree a plan for how to deal with questions including the difficult ones. Visit offices and see room layout and equipment. Define and produce the media asset(s) – Power Point, app, boards. Reflect your bid branding. PREPARATION Undertake timed dry runs with the team and critique at least twice before the actual presentation. Do a Q&A practice run of the difficult questions. Check your key messages and big sell are coming across. Write and produce ‘leave behind document’ DELIVERY Use your voice and body language. Stay within your time. This is it. The last chance to convince them that you are the right people for them. This is the time to have the best people, with the best media assets. On the best form. This only comes with practice. PAGE 38 OF 44 STAGE TWO MEETING THEM FOR THE LAST TIME AS BIDDERS HOW TO WIN GOVERNMENT CONTRACTS IN THE UK DECEMBER 2016 For more on winning visit our website... the place to go for a range of resources focused on winning bids. FIND OUT MORE HERE www.shinebidservices.com PAGE 39 OF 44 CHAPTER 4 SHINE BID PAGE 40 OF 44 HOW TO WIN GOVERNMENT CONTRACTS IN THE UK DECEMBER 2016 WORK WITH WINNERS With a win rate of 87% in the past 36 months, we take the uncertainty out of winning bids, tenders, and pitches. We have the skills and experience to win you bids and tenders. With Shine, we help you define a winning strategy, which underpins your approach to any tender process. We provide bid management, bid strategy, bid training, bid writing, technical writing and design skills to deliver a winning bid that stands apart from your competitors. £6 BILLION THE TOTAL CONTRACT VALUE WE HAVE WON 100% OF OUR CLIENTS ASK US TO UNDERTAKE REPEAT WORK 87% WIN RATE BASED ON 36 MONTHS We have supported businesses in BPO, SaaS, legal services, construction, development, infrastructure, professional services and more. We’ve built a first-class team at Shine who make a big difference to our clients – about $6bn of a difference so far PAGE 41 OF 44 UK GOVERNMENT WORK WE’VE WON Departments: Agencies: Public Sector: »» Department for Culture Media & Sport »» Education Funding Agency »» Higher Education Institutions »» Defence Infrastructure Organisations »» Local Authorities »» Department for Education »» Department of Health »» NHS Trusts »» Highways Agency »» Department for Transport »» Homes and Communities Agency »» Ministry of Defence »» Legal Aid Agency »» Strategic Investment Board Northern Ireland »» Transport for London »» Ministry of Justice DID YOU KNOW UK Civil Servants Attitudes: Most important factors influencing procurement decisions Trust 48 36 Price 47 50.5 Quality of Services 42 Sector 24 2 .5 0% 1 1 5 45 9 58 10% 20% 30% 40% 50% 60% 70% Essential Important Neither important, nor unimportant Not very important Not at all important PAGE 42 OF 44 4 10 80% 5 6 90% 3 3 100% HOW TO WIN GOVERNMENT CONTRACTS IN THE UK DECEMBER 2016 MORE FREE RESOURCES If you enjoyed this eBook, you might be interested in our other free resources HOW TO WRITE WINNING CVS DECEMBER 2016 HOW TO WIN GOVERNMENT CONTRACTS IN THE USA 2017 Your step-by-step guide from the experts at Shine Bid It’s not the taking part that counts It’s not the taking part that counts SHINE BID MASTERPLAN POSITIONING PRE ISSUE STAGE ONE GET READY TO BID Initial documents issued LIVE PROPOSAL DEFINE STRATEGY SELL STRATEGY IMPLEMENT STRATEGY FIT TO FIGHT CUSTOMER SEGMENTATION CREATE THE GAP PROJECT INTELLIGENCE WIN STRATEGY INNOVATION BRANDING SET-UP & MANAGEMENT FORMAL CLIENT ENGAGEMENT WRITING & REVIEW PRODUCTION EXECUTIVE SUMMARY Define what you’re pursuing Define your customer segments Stand out from the competition Early engagement Strategy kick-off session Invent Develop a concept Build the team Dialogue preparation The questions Design management Position summary Plan Define your blockers to growth Review segments Define your value proposition Gathering information Define the big sell Adapt Define the media assets Develop a concept During dialogue Planning your response Submission Define platform/ medium Prepare Develop segment strategies Turning information into intelligence Agree bid protocols Create proposal protocol After dialogue Find the solution Editing Compliance and quality control Get tactical Take a stand Build value through your brand Share the intelligence Develop Write Deliver Design and produce CVs Agree proposal messaging INTERVIEWS & PRESENTATION Case studies Making your writing compelling STAGE TWO Reviewing your responses Take action Identify the support you need Generate compelling campaigns Update and share intelligence Define the big sell Generate solution Refine your brand Review your set-up assumptions Analyse your client Generate better responses Blow them away with your proposal Executive Summary get it right Meeting them for the last time as bidders Download our Bid Masterplan DOWNLOAD PAGE 43 OF 44 The Design Works, 93-99 Goswell Road, London, EC1V 7EY | +44 (0)203 4700180 www.shinebidservices.com
© Copyright 2026 Paperzz