Tag Archives: Tendering Services

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Compiling a Tender Library

The primary purpose of a Tender Library is to maximise the Return on investment from your Tender Activity, while delivering objectives such as;

  1. Ensure your company is presenting a consistent company message
  2. Ensure Tender information is not held with an individual or small team
  3. Eliminate time wasted searching for previous information
  4. Ensure only the most up to date company documentation is accessible to staff completing PQQs and tenders e.g. policies, procedures, insurance certificates, risk assessments, licenses, CVs etc.
  5. Minimise problems of different writing styles from contributors (including formats)
  6. Control company information and its use, protecting the company brand i.e. have current and compliant information to help you answer the questions asked
  7. Managing information effectively is essential so as not to end up with a huge amount of information in hundreds of different files, versions or formats.

Tender Library Advice

  1. The worst time to create a bid library is when you are writing a tender – start now before a submission is live
  2. The Tender Library has to be easily accessible for your bid team, whether that is shared folders, Dropbox, Google Apps, Wiki, Microsoft Office 365 SharePoint, OneDrive or similar file sharing solutions (even considering third-party software solutions)
  3. Consider a Library structure that facilitates keyword searches, filters by question type, client type or project type, which meets the needs of the business.
  4. The Tender Library has to be kept up-to-date with recent company marketing materials, client references, awards, policies, licenses, insurance details, CV’s etc. Identify content owners, and put in place regular content reviews.
  5. The Tender Library is an evolving asset and should be continually improved with feedback/comments derived after the Tender Award e.g. if you have a poor scoring
    response or section, this should be noted within the Library to ensure the whole team knows work is required on this section in future Feedback allows you to see the strongest and weakest parts of your responses, which can then be corrected for future contracts. The more you tender, the better your Tender library will become, saving you time and vastly improving the quality of your submissions1.
  6. Build a bid content library based on the topic / subject area approach is better than purely Q&A focused. Great content is easier to find and easy to update plus your writers are free to write a customer-focused response and do not resort to boiler plate answers
  7. Every 18-24 months, schedule a Tender Library Audit to;
    # Assess the quality of the content
    # Assess the quantity of the content
    # Understand the existing content demands from the market

Tender Library Contents

There are a number of requirements that appear in nearly every tender. This content list below will allow you spend more time customising the response to meet the specific questions, specification and evaluation criteria;

  1. Corporate Information including Organisation Chart and Company history (consider visual time-line)
  2. Company policies (most commonly requested are Health & Safety, Environmental, Equality/Diversity, Corporate Social Responsibility, Business Continuity, Data Protection, Quality Assurance, Quality Control and Complaints Management). Ensure that these are up to date with legislation and have been reviewed within the last 12 months.
  3. Case studies (impactful, relevant and fact filled – not woolly!).
  4. Testimonials & Awards (make sure these are up to date)
  5. Reference clients (including the contact details of clients who have given permission to use them in a tender)
  6. Most recent 3 years accounts (Balance Sheet & P&L)
  7. Current insurance certificates
  8. Corporate memberships / Accreditations (e.g. Chambers, Certificates, ISO, SafePass, FirstAid etc)
  9. Licensing specifics – required for some industries.
  10. A list of all major contract clients including date of award, length of contract, annual value and nature of supply (organised by industry, location, public/private etc)
  11. Model answers: A selection of model answers based on previous submissions or commonly occurring questions. This is the most flexible part of the Tender library and is constantly changing with feedback.
  12. Method Statements (Policies and Operating Procedures relating your work methods)
  13. Added Value Extracts (Unique Selling Points, Differentiators, Value propositions, Innovations or technology; which benefit the client with defined tangible value)
  14. Visuals & Professional Photography (Relevant existing graphics or images, to replace certain paragraphs or augment the visual impact)
  15. Pricing Matrix (Detailed breakdown of rates, per service. Securely stored)
  16. Account Management (Standard details of client management systems, processes, meeting and reporting schedules (Purpose, Type and Frequency etc)
  17. Training Records (Summary of Learning & Development approach, with access to detailed Training Records of each staff member)
  18. Profiles of key members of your team – include relevant qualifications, length of service with your company, experience and an overview of their CV – max 1 page).
  19. Sample management information (likely to include financial, performance related, future growth plans etc.)
  20. Sample service level agreement (demonstrating your proposed KPIs)
  21. Sample Contract Transition/Mobilisation Plan (likely to be in Table or Gantt chart format showing the individual steps required to implement a new contract.)
  22. Short company introduction in PDF format (Similar to a brochure)
  23. Opening Address, Executive summary & conclusion excerpts (corporate overview with mission statement and strong value proposition to be adapted to the specific bid)
  24. Best-in-Class Templates (If not using the buyer’s template (which is advisable), have branded ready-made templates per service offering and sector)

Contact us today to discuss how we can maximise the return from
your next Tender.

GDPR Post Brexit

A lot has been said and written on GDPR. At a time when we are just beginning to grasp the fact that ICT cannot be without GDPR, mainly due to the ‘consent’ email bombardment, comes Brexit and the uncertainty of it in relation to GDPR as it is an EU regulation. People and businesses are asking ‘’what will GDPR be like post Brexit?’’ Fortunately, a lot of articles have been written and discussions are going on from different perspectives, GDPR post Brexit won’t be a scenario of ‘’ how to manage your expectations during the first few days, weeks, months of dating’’ rather it is a subject of forward looking, information gathering, be in the know of suggested options especially for companies dealing in B2C or even B2B in case data management dealings don’t go according to plan.

Before going further, here is a brief recap on GDPR for those who need it. In the beginning, the European Union adopted the DGPR (2016) as an EU law on Data protection to provide privacy for all individuals in the EU and the EEA. The regulation which became enforceable beginning of May 2018 has two main priorities, to; give individuals control over their personal data and, to; simplify the regulatory environment for international businesses by unifying the regulation within the EU. GDPR also addresses export of personal data outside the EU and EEA. With Brexit in sight, this is where GDPR post Brexit questions arises, with UK about to become a third country, will the Britain abide by GDPR? What guarantees are there in terms of data privacy? – Whether in terms of B2C or B2B. Individually, people and businesses alike are researching the topic and informing those who are anxious.

Looking for Answers

Questions and answers have been suggested, with the amount of publications on the topic, we are becoming bombarded again. My opinion is to answer GDPR questions whatever perspective, we must go to the heart of GDPR – the principles (the core conditions that governs the regulation GDPR (2016/679) especially the 7th “Accountability”.

ICO wrote about GDPR principles, to be;

  1. Lawfulness, fairness and transparency,
  2. Purpose limitation,
  3. Data minimisation,
  4. Accuracy,
  5. Storage limitation,
  6. Integrity and confidentiality (security),
  7. Accountability.

Monique Magalhaes of Techgenix, in January 2018 wrote and highlighted that – ‘’organisations need to follow these principles when collecting, processing and managing European citizens personal information regardless of whether the business is in EU or elsewhere in the world.’’ I believe this explanation applies to Britain once it becomes third country.

According to another website tripwire.com; there might be a common misapprehension which might be a wishful thinking for some British businesses who don’t want the hassle of achieving GDPR compliance, thinking that UK businesses might not need to comply with GDPR post Brexit as it is an EU regulation. The fact is, currently the UK adopted all the rules of the GDPR into the Data Protection Act 2018 – which means that UK businesses will have to continue complying with the GDPR after Brexit and those that deal with EU citizens have to comply with GDPR directly.

Important for UK businesses to remember; compliance with the key principles is a paramount building block for good data protection practice for those involved. Failure to comply with the principles may lead to substantial fines. Article 83(5) (a) states that infringements of the basic principles for processing personal data are subject to the highest tier of administrative fines. This means a fine of up to €20 million, or 4% of your total worldwide annual turnover, whichever is higher.

Brian Honan of independent.ie writes; GDPR and Brexit will potentially bring many challenges to organisations over the coming years, but proper planning and keeping abreast of how talks regarding data protection post-Brexit will help keep on top of those challenges. This suggests that businesses and the concerned alike need to keep eyes open for the future is unclear.

For more information visit the pages referred;

https://www.dataprotection.ie/

https://www.independent.ie/business/data-sec/gdpr-will-the-uk-still-be-a-safe-place-for-your-data-postbrexit-36741468.html


Contact Us with related queries or to get support for your Strategic Sourcing Brexit risk

Past, Present and Future

Arvo Cost Management Energy audits consultancy tactical procurement

Recently the wonderful team at IGNITE in UCC, produced this fantastic infographic documenting the Arvo story from humble supply.ie beginnings to the current range of sourcing, consultancy and training offerings under the Arvo umbrella. Our focus for the past 10 years to “help companies to save time, money and hassle” has not changed but our solutions to address your evolving market needs, have matured with our growth.

In the beginning, our eSourcing platform (supply.ie), was used by over 5,000 Irish businesses to source 3 quotes quickly for goods and services. The success of this simple tendering solution led to an appointment in 2012 to the European Commission e-Tendering Expert Group, which has advised EU Government’s with regards eProcurement. At home, saving SME’s money on Print & Stationery soon led to a demand to reduce costs in other areas, such as Utilities, whereby our Smart Energy Services helped businesses to correct MICs/Tariffs, Group Buy to leverage scale and deliver instant cost savings, while proactive businesses then invest the savings in Energy Efficient Equipment.

Presently, the Arvo business is delivering value for a range of Procurement Stakeholders with;

1. Our Brexit Sourcing Services helping businesses prepare for the imminent supply chain threats posed by Britain’s exit from the EU, especially if a “no deal” or hard-Brexit transpires

2. Our Tendering Services help both buyers and suppliers, by supporting buyers through every stage of the Strategic Sourcing event, while assisting suppliers prepare, identify, qualify and respond professionally to appropriate bid opportunities

3. While our Strategic Procurement Services and Tactical Procurement Supports help both public and private-sector clients, with their strategic focus to deliver long-term value and impact, while our Tactical Procurement expertise supports the day-to- day operational aspects of sourcing and procurement.

While predicting what the future holds is an almost impossible task, but as outlined in this Business & Finance CEO Interview, Arvo’s focus is to grow the Procurement Transformation Institute (PTI), which is a competency centre that provides a gateway to procurement education, thought leadership and training while empowering the buying community. While we will continue to research the merits of creating a decentralised group trading platform with distributed ledger technologies, to enable seamless trading experience for unknown buyers and sellers. Stay tuned for this next (r)evolution…