Tendering Basics
Introductions
Housekeeping
Scope
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CHOICE OF PROCEDURE
Up to £20K
20K to OJEU
threshold low
risk
Over OJEU
threshold
Dynamic
Purchasing
System
OEJU
20K to
OJEU
threshold
high risk
Quotation
Open
Restricted
Negotiated
Open OJEU
Negotiated
OJEU
Restricted
OJEU
Competitive
Dialogue
OJEU
Procedures
•Financial Regulations
•Public Contracts Regulations
•European Rules:OJEU
Principles: non-discrimination, equaltreatment, transparency, mutualrecognition and proportionality
Light Touch regime
Remedies directive
•COMPACT
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Tender process
•Develop specification, timeline and tender pack
•Advertise – 6 weeks
•Electronic tendering
•Long listing and financial checks
•Shortlisting
•References – different approach
•Interviews – not happening
•Scoring
•Cabinet approval
•5 day call in and 10 day standstill
•Award
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Tender Pack
•Invitation via portal – portal maintenance
•Instructions
•Service specification
•Contract templates
•General Questionnaire – policies
•Tender questions
•Budget template – this will be the Service sheets
•Form of Tender
•Return label
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Your bid
•Read all the documents, highlighting key points, understand thespecification and evaluation criteria and the process.
•What is being said? Not what you think is being said.
•First and foremost deliver the specification.
•Ask questions before submitting – don’t be frightened. We do makemistakes!
•Added value – really consider this. These are your USPs.
•Tender Training Support – no marks gained or lost for attendance
•Interviews – your chance to shine. Not scored on presentation skills butselect the right person for the job.
•Allow time for a final check through.
•Critical friend to review submission. Two pairs of eyes are better than one,but too many cooks spoil the broth.
•We can’t score what you don’t say. Don’t assume anything.
•Make it easy for us. Neat, orderly, legible.
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What are we looking for?
•That applicants understand the bid process and have met allthe requirements for submitting their bid correctly.
•A financially viable applicant with a range of robustappropriate policies in place.
•That applicants have a clear understanding of the service wewish to see delivered, and this is apparent in their submission.
•High quality service provision.
•Demonstrable ability to deliver what is required. Use ofappropriate examples. Strong references = track record.
•Effective and reasonable use of public money and staffresources.
•An organisation we can have a constructive workingrelationship with.
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Contract Delivery
•Check out any unclear issues at the start.
•Any new developments that were required –startimplementing them immediately.
•Stick to your timetable or project plan – remember youwere chosen on your submission so work to it.
•Prepare for and attend any required monitoring meetings.
•Pro-actively produce monitoring data – don’t wait to bechased for it.
•Maintain a regular and positive relationship – engage.
•Outcomes/impact/benefits – whatever you call them – beprepared to evidence them. Its your security.
•Be prepared to be flexible – we can’t see the future.
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