I am Toni Saraiva FR PT UK LV Law Business 25 EU projects Tender development for the company and companies What do I do Search tenders Research tenders Find tenders Write bids ID: 807584
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Slide1
FindBidWinTenders
Slide2Hello!I am Toni Saraiva
FR – PT – UK - LV
Law – Business
25+ EU projects
Tender development for the company and companies
Slide3What do I do?Search tendersResearch tenders
Find tenders
Write bids
Review bids
Train bidders
Slide4What else?Procurement
EU Projects
Internationalisation
Slide5Where are we going? Getting into the persona Ruling Europe
Crossing borders
Live from TED
Becoming ready
To Bid or not to Bid... Question time
Slide61.In the head of the procurers
Slide7Buyers buying… really?
Slide8Item requiredComments
Chavy
Ltd
Fort Motors
Dodgy PLC
Minibus
Suitable for use on rough terrain
Y
Y
Y
Engine fuel
Diesel
Y
Y
Y
Transmission
Manual
Y
Y
Y
Drive
4 WD
Y
YYSeats8 seats suitable for a long journey
88
10Storage space
Vehicle to be fitted with a full length roof rackY
N #
YTowing
Provide a towbarY
YYRoad tax
To be included for 1 yearYY
YDeliveryState time from order date
8 weeks8 weeks10 weeks
Delivery charges
To be included in the quote
Y
Y
Y
Background info
Provide contact details for 5 customers
YY
Y
Purchase Total CostNo trade in
£24,100
£21,750
£23,800
Other
#£1,800 to
fit
rack
Grand Total
£24,100
£23,550
£23,800
Slide9Learning points
Slide10Main PointsSpecifications are as good as the procurerCheapest is not bestIf not clear ask questions
Comply to what is asked
Do not make the life / decision of the procurer difficult
Try adding value & reassure them
Slide11Why should you get involved with bids Public or Private?Strive for fairnessOpportunities for all
Steady reliable business
Predictable
Public sector: low risk of default
Successful in Public helps PrivateMix the two for agility
Slide12Private add-onsQuicker process in most companiesYou know the person - you can get the contractCan/should be proactiveMany levels of influenceRisk is not necessarily a concernEnglish widely spoken Benchmarking exercise Free consultancy
Slide13Public SectorValue for money
Accountable
Risk averse
Auditable
Fair
Private Sector
Yes
If PLC
Not always
Yes
Sometimes
Difference between Public and Private buyers
Slide14Differences Small companiesUnregulatedReply to needs Develop new opportunitiesDeal with the person in chargeLarge corporationsMore regulatedBut still can do as they wishPublic sectorRegulated
Slide15The different buyersThe Price buyer
The Value buyer
The Poker buyer
The Relationship buyer
Slide16“Tenders are fixed with winner already known at the start…”
Slide17How do procurers procure?
Slide18Approaching Procurers and vice versaPublic / Private TED contacts Meet the Buyers events
Exhibition / conferences
Advertisements
Google ranking
Slide19Public sector
Contracting Authority
Slide20250 000 Contracting Authorities in the European Union
1000
High Value Tenders Daily
500 Bn Euros every year
2 000 Bn Euros 14% EU GDP
Slide21Slide22Why are procurers the way they are?- Reduce cost Seek best value
Minimise risks
Their purchasing guidelines
UK / EU procurement rules
Slide232.Rules
Slide24Directives and more directivesEU procurement directives2004/17/EC
2004/18/EC
2014/24/EU
2014/23/EU
2014/25/EU 2009/81/EC 2007/66/EC
Slide25Continuing…Regulation on Thresholds 2015Money laundering regulations 2007
The bribery act 2010
Public contracts regulations 2015
Defence and security public contracts regulations 2011
Slide26And more…- EU treaties- Government Procurement Agreement- Internal purchasing guidelines
- Etc.
Etc.
Etc
.
Slide27GDPR28th May 2018
Slide28What you need to knowEU principles Non discrimination
Equal treatment
Transparency
Mutual recognition
Proportionality
Slide29What you need to know too Procurement Thresholds
Cambridge City Council
In France
EU level
Slide30Cambridge City CouncilIn GBP
Under 10 000
1 Quote
No advertisement
10 000 to 50 000
3 Quotes
Advertise on website, Cambridge News, Trade Journal
EU level
Tenders
Advertise on TED
Slide31French Public Sector Under €25 000
Free to choose
Free to choose
25
to 99 000
Free or adapted
Free or adapted
99 000
to EU Thresholds
Tenders
Advertise on e-portal
Written specification
EU level
Tenders
Advertise on TED
Slide32KEY CONCEPT
Slide33EU Thresholds
Euros
Central Government
Services / Products
13
5
000
All other authorities
Services / Products
209 000
Works
5
225
000
Slide34New Rules
Slide35Why?Make the process: Faster, less costly, more effective, modernised, flexible, commercial approach, less bureaucratic, SME friendlier, support economic growth, bring in innovation, greener, more social…
Slide36“Tenders are just won by big companies. The process is tailored for them to win”Many company owners
Slide37Helping businessesE-procurementCross-border easier (E-certis)
Single portal(s
)
Prompt payments
Slide38Helping SMEsBreak tenders into “lots”Turnover cap formalised
Self-declaration (ESPD)
Prompt payments to subcontractors
Slide39Just in one country?UK or EU
The same or very similar throughout the EU
EU or the World
The same or very similar throughout a big part of the world
Slide40WTO - GPAEU-28ArmeniaHonk Kong
Iceland
Israel
Japan
South KoreaLiechtensteinNorway
Singapore
Switzerland
Taipei
USA
Canada
Slide41Slide42CETA21st September 2017
Slide43BREXIT29th March 2019Meanwhile and after...
Slide44Slide45UN / World BankHave their own rules Usually not miles away from GPA ones…
Slide463.Cross-border bidding
Slide47Considerations to bid abroadour office
Slide48Ontarian’s abroadLast 5 years: Over 70 Ontario based companies won
Over 100 contracts won
Smallest contract: 5 000 €
Biggest contract: 25 Million €
Total value won: over 150 Million €
Slide49S&C Electric CanadaShark Marine TechnologiesAtomic Energy of Canada
Flightscape Inc.
Nav canada
World Reach Software
South Ottawa Ltd
Babcock & Wilcox Canada
Care airline Solutions
Ontario based
Arts & Communication
SIHI Pumps Ltd
Angstrom Engineering
ESG solutions
Slide50Proto ManufacturingScintrex LtdCSDC Systems Inc
SR Research ltd
Fugro Roadware Inc
Enervac Corp.
AMEC NSS Ltd
Qubit Systems Inc.
Optech Incorporated
Ontario based
K-line insulators
Dragon wave Inc
Newman Hattersley
BTG Intl
Kanata Electronic services
Slide51Cross-border procurement is difficult Can you deliver? Can you protect your money? Do you have the right skills?
Do you have the right documents?
Slide52Countries to start withCountry to start with:Public procurement:
English speaking or your staff expertise
Private opportunities:
UK/ Ireland / Scandinavian / Netherlands usually good landing places
Slide534.Finding tenders
Slide54Where are they?Sometimes nowhereSometimes sent to youSometimes in Newspapers/ trade journals
Often on Contracting Authority’s website
Often national portal
Very often
on TED
Slide55Regional Portals
Place your screenshot here
Slide56National Portals
Place your screenshot here
Slide57National Portals
Place your screenshot here
Slide58EU Portal
TED – Tenders Electronic Daily
Place your screenshot here
Slide59www.WinningTenders.euSaves Your timeLook for more databases you could have time for → more opportunities for youExpertise in matching so we find the relevant ones for you throughout the year → no more FOMO
Available to answer your questions, clarify information, speak with procurers
→
you get the right understanding of what is needed from you
Cost:300 to 1200 CAD
Slide60Slide61KEY CONCEPT
Slide62Market research with TED Use TED to build procurers’ contacts Use TED to plan future tenders
Use TED to find partners
Use TED to monitor competitors
Slide63Slide64KEY CONCEPT
Slide65ProceduresContract Notice
Tender Document
Open Procedure
Pre Qualification (PQQ)
Restricted Procedure
Slide66Other proceduresCompetitive dialogueCompetitive with negotiationInnovation partnership
Negotiated without prior publication
Slide67Other things to knowCheapest / MeatTime limitsLife cycle cost
Standstill period
Slide685.Becoming Bid Ready
Slide69Research Research
Research
Research Research
Slide70The minimumKnow the procurer
Know your competition
Know yourself
Slide71KEY CONCEPT
Slide72Add to the minimumPoliciesEnvironmental/Sustainable
Equal opportunities
Health & Safety
Risk management
Quality Management StatementAnti-bribery
Slide73A bit moreInsurancesPublic liability
Employer’s liability
Professional Indemnity
Certifications
ISO 9001 / 14001?And the finances…
Slide74Optimum minimumA track record in deliveringBuild up references
Aim for 5 to 10
If no Public Sector then use similar Private sector
Slide75Your references
Slide766.To bid or not to bid
Slide77Pre-qualify the OpportunityWinnable / Desirable / Deliverable / Profitable
Slide78Reality checkCan you deliver?Can you make a profit?
Can you win?
Slide79Some questions to ask yourselfTime to bid?Experience with similar job?Do you know the organisation?
Do you know the competition?
What if you win?
Slide80Our bid assessment form
Slide81“Companies need to understand, more often than not, there is just one winner. I spend more time dissuading companies to bid than writing tenders…”
Slide82“But my boss told me to go after every single opportunity…”
Slide83Slide84Bidding costs: MoneyEstimate the cost of the bid: Number of staff * number of hours * cost per hour + bid production + delivery
Slide85Bidding costs: Opportunity CostCould you be doing something more profitable?
Winning new private clients
Winning other public sector work
Getting value out of existing clients
Slide86Are you going to tender??
NO
E mail the tendering
authority and express
regret at not tendering
YES
E mail the tendering
authority and confirm
your intention to bid
Slide87“We need special skills to bid…”
Slide887.Let’s try bidding…
Slide89“I don’t need to do much, a brochure will get me the contract…”
Slide90Main pointsRemember, competition is toughAsk questions but beware…Get and understand the scoring matrix
Add value
Slide91Answer together
Slide92Typical questionPlease enclose a summary of your experience in client liaison and examples of how you have been successful in this. Please restrict your summary to no more than 250 words.
Slide93The company’s answerOur aim is 95% plus customer satisfaction and we do this by asking all our contracts team to have a chat with the residents before we go on site and ask them what is important for them while we are working on their site they usually say stuff like noise cleaning and nor arriving on time and we have found over the last 15 years that we have been pretty good at this and they also like a single POC and we always find someone who can do this for us.
Slide94A bit betterKey Performance Indicators
Poor
Average
Satisfied
Very Happy
Noise Level
0
0
83%
17%
Timing
0
0
79%
21%
Clean
0
0
95%
5%
Slide95Typical questionPlease enclose details of your quality assurance accreditation e.g. BS EN ISO 9001 or equivalent. Enclose copies. If no accreditation exists please outline your quality assurance policy
Slide96Possible answers. XYZ Ltd operate a very comprehensive, and strict, quality control programme that is utilised in every aspect of our business. The procedures that we adopt are detailed in a matrix in appendix 1.
. We are members of ABC Contractor’s association and we adhere to their code of practice and quality manual. We have never contravened any of their standards or procedures.
. We are at an advanced stage of achieving ISO 9001 and expect to
finalis
e this within 8 months. Our current procedure is following these steps: -
Slide97Thoughts for better answersValue proposition – stand outDifferentiators – rank / use wisely
Prove – different levels
So what?
Say it clearly
Slide98Writing and pitfallsThink at speed 500-600 WpMSpeak at 150 WpM Type from 30-80 WpM
Blank page / procrastination
Slide99ReadabilityLimit Passive voice to 20%Flesch Score: 40 – 50 or higher
Flesch Kincaid: 9 - 12
Slide100The importance of case studiesWhat the problem wasWhat you did about it
What the situation is now
Slide101In the endYou win or you lose
→ Get feedback
Slide102Ten Top TipsUnderstand the buyerUnderstand the competitionUnderstand the questions
Understand the scoring matrix
Answer the questions
Answer the questions intelligently!
Know why it should be youTell it to the procurer!Ask questions to the procurerSubmit on time!
Slide103Main errors to avoidMaking AssumptionsLyingMissing Deadlines
Not complying
Trying to change the system
Being arrogant
Going for the wrong opportunityNot replying to the questions
Slide104Working with partners
Thoughts on bidding in Europe
Enterprise Europe Network
Brokering events
CompeteFor
TED
Slide105Your action planSign up to a tender alert serviceKnow your target procurer
K
now the
target
purchasing guidelinesDecide on where you fit in the marketDecide on your offer
Slide106Any other questions?
Slide107Thank you!Toni Saraiva
You can find me at:
toni@vaxandi.eu
+44 33 000 10 375