A presentation to offer an overview in to bid and tender process training. www.bwlconsulting.co.uk

1. TENDERS AND BID
PROCESS
BY MICHAEL LEE

2. • What is the current bid process?
• Why are problems occurring in this process?
• What are the next steps in bid process?
• Why is this process important?
• Top down buy in
BID PROCESS

3. Stage 1 – Capture
 Opportunity Qualification - Pre-Qualification Checklist / Risk Analysis
 Gate Review: Review Opportunity - Submission Requirements
 Gate Review: Review Strategy and Teaming - Objectives and Team Selection
Phase 1 – Opportunity Assessment

4. • Bid Team – Selected based upon experience, competencies and capabilities
• Local Point of Contact – Applicable local rules and regulations.
• Project Lead Delivery / Manager SPOC – Project management / planning and
delivery
• Commercial Manager – Financial costs / rates / risk
• In-house Technical Consultants / Engineers Specialists – Radiological
specialists
• SHE-Q Manager – Risk assessments, local site rules.
• Waste Manager / Dangerous Goods Safety Advisor – Waste categorisation,
Local transport and applicable rules and regulations.
• External Partners, Officials or Consultants – Additional specialist knowledge /
relationship
• Subcontractors – Elements of the contract we require or, possible relationship
links to site
Stage 1 – Capture
Phase 1 – Opportunity Assessment

5.  Capture Planning – Analysis, research, research, research, development
and resources
 Competitor Analysis – Incumbent / information bank / H&S breaches
 Gate Review: Pre-proposal review – Compliance against the overall
requirements of the bid, goal of the proposal, rationale and match against
business strategy.
Stage 1 – Capture
Phase 2 – Pre Proposal

6.  Requirements Analysis and Proposal Planning
 Gate Review: Bid Confirmation
 Proposal Kick-off Meeting
 Site Visit/s
 Review 1: Commercial and Cost Estimates
 Establish Writers Workshop & Proposal Storyboard Content Plan /
Response Strategy
 Review 2: Win Strategy
Stage 2 – Proposal Development
Phase 3 – Concept, Design and Strategy

7.  Workshop Planning – Plan required workshops with technical staff
 Proposal Writing and Bid Preparation Cost
 Review Proposal Draft 1
 Review Proposal Draft 2
 Final Price Approval
Stage 2 – Proposal Development
Phase 4 – Writing and Review

8.  Final Production of Proposal and QA Checks
 Final Review by Senior Management and Relevant Stakeholders
 Gate Review: Final Approval to Submit Proposal
Stage 2 – Proposal Development
Phase 5 – Production and Submission

9.  Presentation Requirements
 Presentation Development
 Presentation Rehearsal
 Final Gate Review: Presentation Proposal
Stage 3 – Post Submission
Phase 6 – Final Bid Activities

10.  Submission Award Win/Loss Debrief
 Handover to Operation and Maintenance Staff
 Ongoing Support during mobilisation / implementation if required
 Contract feedback
Stage 3 – Post Submission
Phase 7 – Award, Closeout and Handover