Public Sector Workshop How to Win Bids

Public Sector Workshop
How to Increase Success !!
Geoff Yale – Public Sector consultant
Introduction
• What are we going to cover today?
•
•
•
•
•
ID Public Sector Opportunities
Online portals
Bid Preparation
PQQ / Tender Questions and answers
Debriefs
Introduction
• What do you want to get out of the day ?
Introduction
• What do I want you to get from the day ?
•
•
•
•
•
Better understanding of the process
Identify suitable contract
What to bid for
How to prepare
How to construct an answer.
How is the day structured
• Instruction
• Group discussion
• Group Exercises
Public sector
• Who are the Public Sector?
•
•
•
•
Rules and Regulations
European Regulations
Supporting Organisations – Agencies
Online portals
Public Sector
• Who are the Public Sector ?
Who are the Public Sector ?
•
•
•
•
•
•
•
Central Government
Local Government
National Health service
Education- Universities Colleges
Quangos
Housing associations
Utility Companies
Rules And Regulations
• Standing Orders
• Standing Financial instructions
European Regulations
•
•
•
•
•
•
•
PIN
Open
Restricted
Competitive Dialogue
Competitive Dialogue with Negotiation
Innovation Partnership
Negotiated without prior publication.
• Contract award
Supporting Organisations -Agencies
•
•
•
•
•
•
•
Government Procurement Service
Pro 5 [CBC,ESPO,YPO,NEPO,WMS}
Procurement for housing
Procure Plus
Fusion 21
TUCO
CPC
Online Portals
• What are they and can you list some ?
Online portals
•
•
•
•
•
•
•
•
•
TED – Not a Portal
Supply to Wales
Public Contract Scotland
My tenders
Delta
Due North
Eu-supply
In-tend
Contract finder –Not a portal.
Tender Preparation
•
•
•
•
•
Policies
References
Financial Consideration
Insurances
Certifications
ID Opportunities.
• Search by date
• Search words
• CPV codes
• NUTS codes
CPV Codes
CPV Codes
CPV Codes
•
•
•
•
•
•
•
•
•
•
•
•
Division 35000000-4 Other transport equipment
Group 35100000-5 Ships and boats
……
Class 35110000-8 Ships
Category 35112000-2 Ships and similar vessels for the transport of
persons or goods
Subcategory
35112100-3 Cruise ships, ferry boats and the like, primarily
designed for the transport of persons
35112110-6 Ferry boats
35112180-7 Cruise or excursion boats n.e.c.
35112200-4 Tankers
CPV Codes
•
15000000 : Food, beverages, tobacco and related products
–
15100000 : Animal products, meat and meat products
•
15110000 : Meat
– 15111000 : Bovine meat
– 15112000 : Poultry
» 15112100 : Fresh poultry
» 15112110 : Geese
» 15112120 : Turkeys
» 15112130 : Chickens
» 15112140 : Ducks
» 15112300 : Poultry livers
» 15112310 : Foie gras
– 15113000 : Pork
– 15114000 : Offal
– 15115000 : Lamb and mutton
– 15117000 : Goat meat
– 15118000 : Horse, ass, mule or hinny meat
– 15119000 : Various meats
•
15130000 : Meat products
–
15200000 : Prepared and preserved fish
–
15300000 : Fruit, vegetables and related products
–
15400000 : Animal or vegetable oils and fats
–
15500000 : Dairy products
–
15600000 : Grain mill products, starches and starch products
–
15700000 : Animal feedstuffs
–
15800000 : Miscellaneous food products
–
15900000 : Beverages, tobacco and related products
Policies
• List the policies you think you need or are
currently required.
References
• Similar to the business applying for
• Always ask permission
Financial consideration
• Turnover v contract value
• Credit agencies
• Various ratios
Insurances
•
•
•
•
Employers Liability
Public Liability
Product Liability
Professional Indemnity
Certification
• Health and Safety SSIP Approved
CHAS . Safecontractor
•
•
•
•
ISO 9001 Quality Management
ISO 140001 Environmental Management
ISO 180001 Occupational Health and Safety
ISO 50001 Energy Management
Decision to Bid
• With potentially so many opportunities how
do you decide which ones to go for?
Decision to bid
•
•
•
•
•
•
Description – Specification.
Geographical location
Timetable
Financial assessment- Value of the contract
Read the document
Marks / weighting assessment
Pre Qualification Questionnaire
• Example Documents
•
•
•
•
•
•
•
Organisation
Grounds for exclusion
Financial information
Health and safety
Environment
Corporate Social Responsibility
References
• Example Questions
PQQ/Tender
•
•
•
•
Answering the question asked.
Giving yourself proper time to respond.
Don’t leave submissions to the last minute.
Answer the question in full; don’t refer back to
answers in previous questions.
PQQ/Answering tender questions
• Answering tender questions effectively can
involve some overlapping skills or process in
different questions.
• Some questions can have two parts. Make sure
you answer both:
– E.g. When do you do xxx and how do you know if xxx
was a good idea?
– E.g. When you work with young people what do you
do to aaa, bbb, ccc, ddd
• Some questions have bullet point. Make sure
you address all the bullet points.
Common Mistakes- 1
• Not answering the question-providing
superfluous information.
• Spending significant time describing theoretical
models.
• Copy and pasting from policies, online sources or
books.
• Late submission.
• Make sure it looks professional-proof read and
pay attention to spelling and grammar.
Common Mistakes – 2
• Don’t tell us what you want us to know, tell us
what we ask for, or anything that relates
directly to the tender.
• Don’t assume we know you- we have to assess
you on the information that you supply for an
individual tender, not what we may know
about you.
• When asked ‘how’ don’t just show a form.
• Step Back- Have you answered the question?
Pre Qualification Questionnaire
• Group Work
• Example questions
• Answers
Tender
• Example Documents
•
•
•
•
•
Price
Specification
Method statements
SLA’s
KPI’s
• Example Questions
Tender
• Group Work
• Example Questions
• Answers
Contract award
• Mandatory “Standstill period” Cooling off
letters
• De brief – What should you ask?
• Debrief form
Review
• Have your goals been achieved?