Your emotional state Flattered: someone has asked me to tender ! Pressured: The Dean /Pro VC has sent me this... Surprised: Quick! ESRC has a call out for...... Desperate: everyone else has done one.. Smug : I have a cracking research proposal and I know where to take it
Types of Bids Competitive (OCT) v open call Limited or restricted bidding Competitive dialogue Research funding proposal Commercial European funded (ESF/ERDF) Others?
Stages used within a tendering process Expression of Interest PQQ ITT Demonstration ITN Contract Award
Model for handling proposal ideas and tender returns Either 1. A Proposal idea you want to take or market OR 2. Receipt of an incoming Invitation to tender Opportunity assessment Strategic Fit? Resources? Timing & outputs required ? Competitive edge ? Mobilising a Response Proofing, despatch and storing completed proposals
TRIAGE 1: The 5 Question Test Q1. Which core activity does it feed? Q2. Will it employ any of our innovative approaches or methodologies? Q3. Does it match an agreed area of strategic focus? Q4. Which area of our core expertise does it fit under and do we have current capacity to deliver in the timescales specified? Q5. Is it financially viable to deliver and/or will be lead to scale? Your Conclusion:
In – depth TRIAGE Who/what/where & when? Fit with your Faculty area Opportunities & Risks involved Final decision? Contract award & review – 6 months later
Mobilising a Response Academic Lead & a “Bid Champion” project manager? Develop a response plan based upon criteria given Briefing note for partners/contributors/peer reviewer Form a relationship with the vendor Keep a rolling issues log Agree a house style Get legals and financials dealt with early on in the process Book administrative support /peer reviewer & proof reading at least 4 days in advance of deadline
What’s wrong with these? We have conducted similar studies and achieved high levels of employer engagement. This research has relevance to....... There is a long history of research on.... The PI is interested to compare findings related to...... Research capacity will be enhanced Case study teaching material will be generated from the research.
Common pitfalls Diving in Non –compliance Assertion not fact A “cut and paste” response Costing it badly An imbalance of your response across all areas of the bid and ( if applicable) use the scoring matrix
Post submission evaluation Ask for feedback – whether you won or lost!
Skills & Aptitudes Be positive Be persuasive Cross the language barrier – use theirs not yours! Perceptual positioning Have an eye for detail Demonstrate flexibility Show resilience Appear Knowledgeable AND customer relationship oriented AND a safe pair of hands!
Handy Hints Agree your critical path for turning this round If lead partner develop clear partner briefings Use version control & track changer Clarify grey areas in advance of submission “Points mean prizes” – be guided by their criteria not yours!
Sample Q: Beneficiaries ( 4000 c.) Yes - other academics/research community, but also: International, National, Regional and Local Policymakers Business Support and Membership Organisations Professional and Employer Representative Bodies ESRC itself e.g. the study satisfies the priority of more fully exploiting national longitudinal datasets ) Study participants
Golden Rules Present the bid in a professional manner that properly identifies and substantiates your capability and capacity to add value Is concise, relevant and demonstrates your capacity to deliver outcomes Contains key personnel profiles that highlight their qualifications and capabilities to be able to fulfil the tender contract Substantiates your claims against the selection criteria, proving you can carry out the contract
Golden Rules Continued: Use visual impact to impress the panel. If it is easy to read it is easier to evaluate Identifies and substantiates “value added” services which makes your services highly competitive Conforms to tender application requirements and aims to exceed all procurement requirements.
And finally remember..... “If you think you can or think you can’t you’re probably right.....” Thanks for listening & good luck ! Paula Turner firstname.lastname@example.org