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Sean Hamill 2005 Successful Tendering Sean Hamill Successful Tendering –The Basics Sean Hamill
Sean Hamill 2005 Successful Tendering ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Agenda Sean Hamill
Sean Hamill 2005 Successful Tendering ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Sean Hamill
Sean Hamill 2005 Successful Tendering Identify the Need Define the Requirement Identify Potential Suppliers Invite Supplier Offers Assess Supplier Offers Agree Prices & Terms Contract Manage Performance Sean Hamill
Sean Hamill 2005 Successful Tendering Understanding Local & Central Government Sean Hamill
Sean Hamill 2005 Successful Tendering What do they buy!!!!!!!!!!!!!!!!! Waste management, residential care, transport taxis, banking, removals, Salt, groceries, piano tuning, books, Insurance, agency staff, professional services, temporary accommodation, security services, vehicles, printing and design, laundry, building materials, property, horticultural materials, plant hire, IT, special needs, clothing, engineering services, equipment, Sub contractors, Energy Communications, Sports Equipment, Window Cleaning, catering, cleaning, office supplies, ETC, ETC, ETC, ETC Sean Hamill
Sean Hamill 2005 Successful Tendering The Rules and Regulations Sean Hamill
Sean Hamill 2005 Successful Tendering Financial  Internal to Lean Skills Councils ( typically ) •  Up to £1,000 GPC Card at least one quotation •  £1,000 - £20,000 at least 3 quotes •  £20,000 - £156,449 at least 5 PIN Process submitted  Tender •  Over £156,449 EU Procurement ( OJEU ) Sean Hamill
Sean Hamill 2005 Successful Tendering Internal to District Councils ( typically ) •  Up to £10,000 at least one quotation •  £10,001 - £60,000 at least 3 quotes •  Over £60,000 but less than £156,449 PIN Process submitted Tenders •  Over £156,449 EU Procurement ( OJEU ) Financial Sean Hamill
Sean Hamill 2005 Successful Tendering Understanding EU and Government Rules   Sean Hamill
Sean Hamill 2005 Successful Tendering Public Sector Tender Procedures PIN Definitions: •  Pre indicative notice •  Prior information notice  Details of contracts added up over twelve months    All contract details where aggregated spend exceeds  the Standing Order value Sean Hamill
Sean Hamill 2005 Successful Tendering Public Sector Tender Procedures Open •  Unlimited number of bidders •  Usually used for the purchase of goods .  EOI (Expression of Interest) Sean Hamill
Sean Hamill 2005 Successful Tendering Public Sector Tender Procedures Restricted •  Short-listing of bidders •  Non standard or large service requirement •  EOI (Expression of Interest) •  Two stage process: •  Pre-qualification questionnaire assessment  •  An invitation to tender   Sean Hamill
Sean Hamill 2005 Successful Tendering ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Sean Hamill
Sean Hamill 2005 Successful Tendering 3 rd  Party Vendor Qualification > How •  Constructionline - construction industry •  Utilities Vendor Database - power, water, transport •  First Point Assessment - Oil industry •  NHS - National Health Service Purchasing & Supply   > Why •  Bench-marked against industry standard / national accreditation Sean Hamill
Sean Hamill 2005 Successful Tendering ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Sean Hamill
Sean Hamill 2005 The Tender Process – How  does it work? Sean Hamill
Sean Hamill 2005 Successful Tendering ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Sean Hamill
Sean Hamill 2005 Successful Tendering ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Sean Hamill
Sean Hamill 2005 Successful Tendering Every Tender Must Contain   ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Sean Hamill
[object Object],[object Object],[object Object],[object Object],[object Object],Sean Hamill 2005 Successful Tendering Sean Hamill
Sean Hamill 2005 Successful Tendering Sean Hamill
Sean Hamill 2005 Successful Tendering ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Sean Hamill
Sean Hamill 2005 Successful Tendering ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Sean Hamill
Sean Hamill 2005 Successful Tendering ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Sean Hamill
Sean Hamill 2005 Successful Tendering ,[object Object],[object Object],[object Object],[object Object],[object Object],Sean Hamill
Sean Hamill 2005 Successful Tendering Receipt of Tender Documents Tenders normally opened by end of first day after  closing date •  Documents are secure •  Never opened before closing dates •  All submissions opened at same time •  Authorised officers ( at least two present) open tender  submissions •  All late tenders are excluded •  Each bid is dated & signed as opened   Sean Hamill
Sean Hamill 2005 Successful Tendering ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Sean Hamill
Sean Hamill 2005 Successful Tendering Evaluation Criteria   Lowest price •  cheapest qualified offer   Most Economically Advantageous  Tender •  Procurement regulations •  Quality  •  Technical merit •  Aesthetic & functional characteristics •  Delivery/completion dates •  Running costs •  Price Sean Hamill
Sean Hamill 2005 Successful Tendering Sean Hamill Typical Evaluation Weighting   Capacity  Weighting 20% Price.  Weighting 20% Technical Capability  Weighting 20% Financial Strength Weighting 20% Corporate Social Responsibility  Weighting 15% Contract Management.  Weighting 5%
Sean Hamill 2005 Successful Tendering ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Sean Hamill
Sean Hamill 2005 Successful Tendering ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Sean Hamill
Sean Hamill 2005 Successful Tendering Tips for Success Sean Hamill
Sean Hamill 2005 Successful Tendering ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Sean Hamill
Sean Hamill 2005 Successful Tendering ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Sean Hamill
Sean Hamill 2005 Successful Tendering Company Policies & Insurance Raise yourself above the competition - presentation of  supporting material •  Health & Safety. •  Quality Assurance •  Environmental •  Racial, Religious, Sexual equality •  Investors in People  •  Insurance   Sean Hamill
Sean Hamill 2005 Successful Tendering Company Profile and Style ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Sean Hamill
A Company Profile ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Sean Hamill 2005 Successful Tendering Sean Hamill
What makes up a company profile ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Sean Hamill 2005 Successful Tendering Sean Hamill
Building a case study ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Sean Hamill 2005 Successful Tendering Sean Hamill
Choosing referee’s Sean Hamill 2005 Successful Tendering Sean Hamill List names of possible referees Decide who is suitable and reliable Are you on good terms with them? Contact them and ask their permission “ Who could you suggest as potential referees, and why?”
Sean Hamill 2005 Successful Tendering SUMMARY OF TODAY Sean Hamill
Sean Hamill 2005 Successful Tendering Identify the Need Define the Requirement Identify Potential Suppliers Invite Supplier Offers Assess Supplier Offers Agree Prices & Terms Contract Manage Performance Sean Hamill
Sean Hamill 2005 Successful Tendering Sean Hamill
Sean Hamill 2005 Successful Tendering ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Sean Hamill
Sean Hamill 2005 Successful Tendering ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Sean Hamill
Sean Hamill 2005 Successful Tendering ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Sean Hamill
Sean Hamill 2005 Successful Tendering Useful Websites www.SupplyingGovernment.qov.uk www.OGC.gov.uk www.OGCBuyinqSolutions.qov.uk www.Simap.eu.int www.hse.qov.uk/pubns/indq259.pdf www.envirowise.qov.uk www.ogc.gov.uk/sdtoolkit/reference/ogc_library/procurement/codeofcusprac.pdf Sean Hamill
Sean Hamill 2005 Successful Tendering THANK YOU FOR YOUR TIME    ARE THERE ANY QUESTIONS? Sean Hamill

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How to tender. The basics.

  • 1. Sean Hamill 2005 Successful Tendering Sean Hamill Successful Tendering –The Basics Sean Hamill
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  • 4. Sean Hamill 2005 Successful Tendering Identify the Need Define the Requirement Identify Potential Suppliers Invite Supplier Offers Assess Supplier Offers Agree Prices & Terms Contract Manage Performance Sean Hamill
  • 5. Sean Hamill 2005 Successful Tendering Understanding Local & Central Government Sean Hamill
  • 6. Sean Hamill 2005 Successful Tendering What do they buy!!!!!!!!!!!!!!!!! Waste management, residential care, transport taxis, banking, removals, Salt, groceries, piano tuning, books, Insurance, agency staff, professional services, temporary accommodation, security services, vehicles, printing and design, laundry, building materials, property, horticultural materials, plant hire, IT, special needs, clothing, engineering services, equipment, Sub contractors, Energy Communications, Sports Equipment, Window Cleaning, catering, cleaning, office supplies, ETC, ETC, ETC, ETC Sean Hamill
  • 7. Sean Hamill 2005 Successful Tendering The Rules and Regulations Sean Hamill
  • 8. Sean Hamill 2005 Successful Tendering Financial Internal to Lean Skills Councils ( typically ) • Up to £1,000 GPC Card at least one quotation • £1,000 - £20,000 at least 3 quotes • £20,000 - £156,449 at least 5 PIN Process submitted Tender • Over £156,449 EU Procurement ( OJEU ) Sean Hamill
  • 9. Sean Hamill 2005 Successful Tendering Internal to District Councils ( typically ) • Up to £10,000 at least one quotation • £10,001 - £60,000 at least 3 quotes • Over £60,000 but less than £156,449 PIN Process submitted Tenders • Over £156,449 EU Procurement ( OJEU ) Financial Sean Hamill
  • 10. Sean Hamill 2005 Successful Tendering Understanding EU and Government Rules Sean Hamill
  • 11. Sean Hamill 2005 Successful Tendering Public Sector Tender Procedures PIN Definitions: • Pre indicative notice • Prior information notice Details of contracts added up over twelve months   All contract details where aggregated spend exceeds the Standing Order value Sean Hamill
  • 12. Sean Hamill 2005 Successful Tendering Public Sector Tender Procedures Open • Unlimited number of bidders • Usually used for the purchase of goods . EOI (Expression of Interest) Sean Hamill
  • 13. Sean Hamill 2005 Successful Tendering Public Sector Tender Procedures Restricted • Short-listing of bidders • Non standard or large service requirement • EOI (Expression of Interest) • Two stage process: • Pre-qualification questionnaire assessment • An invitation to tender   Sean Hamill
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  • 15. Sean Hamill 2005 Successful Tendering 3 rd Party Vendor Qualification > How • Constructionline - construction industry • Utilities Vendor Database - power, water, transport • First Point Assessment - Oil industry • NHS - National Health Service Purchasing & Supply   > Why • Bench-marked against industry standard / national accreditation Sean Hamill
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  • 17. Sean Hamill 2005 The Tender Process – How does it work? Sean Hamill
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  • 27. Sean Hamill 2005 Successful Tendering Receipt of Tender Documents Tenders normally opened by end of first day after closing date • Documents are secure • Never opened before closing dates • All submissions opened at same time • Authorised officers ( at least two present) open tender submissions • All late tenders are excluded • Each bid is dated & signed as opened Sean Hamill
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  • 29. Sean Hamill 2005 Successful Tendering Evaluation Criteria   Lowest price • cheapest qualified offer Most Economically Advantageous Tender • Procurement regulations • Quality • Technical merit • Aesthetic & functional characteristics • Delivery/completion dates • Running costs • Price Sean Hamill
  • 30. Sean Hamill 2005 Successful Tendering Sean Hamill Typical Evaluation Weighting Capacity Weighting 20% Price. Weighting 20% Technical Capability Weighting 20% Financial Strength Weighting 20% Corporate Social Responsibility Weighting 15% Contract Management. Weighting 5%
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  • 33. Sean Hamill 2005 Successful Tendering Tips for Success Sean Hamill
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  • 36. Sean Hamill 2005 Successful Tendering Company Policies & Insurance Raise yourself above the competition - presentation of supporting material • Health & Safety. • Quality Assurance • Environmental • Racial, Religious, Sexual equality • Investors in People • Insurance   Sean Hamill
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  • 41. Choosing referee’s Sean Hamill 2005 Successful Tendering Sean Hamill List names of possible referees Decide who is suitable and reliable Are you on good terms with them? Contact them and ask their permission “ Who could you suggest as potential referees, and why?”
  • 42. Sean Hamill 2005 Successful Tendering SUMMARY OF TODAY Sean Hamill
  • 43. Sean Hamill 2005 Successful Tendering Identify the Need Define the Requirement Identify Potential Suppliers Invite Supplier Offers Assess Supplier Offers Agree Prices & Terms Contract Manage Performance Sean Hamill
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  • 48. Sean Hamill 2005 Successful Tendering Useful Websites www.SupplyingGovernment.qov.uk www.OGC.gov.uk www.OGCBuyinqSolutions.qov.uk www.Simap.eu.int www.hse.qov.uk/pubns/indq259.pdf www.envirowise.qov.uk www.ogc.gov.uk/sdtoolkit/reference/ogc_library/procurement/codeofcusprac.pdf Sean Hamill
  • 49. Sean Hamill 2005 Successful Tendering THANK YOU FOR YOUR TIME    ARE THERE ANY QUESTIONS? Sean Hamill