Tendering Basics Introductions Housekeeping Scope 1

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3 CHOICE OF PROCEDURE Up to £20K 20K to OJEU threshold low risk Over OJEU threshold Dynamic Purchasing System OEJU 20K to OJEU threshold high risk Quotation Open Restricted Negotiated Open OJEU Negotiated OJEU Restricted OJEU Competitive Dialogue OJEU

Procedures Financial Regulations Public Contracts Regulations European Rules:OJEU Principles: non-discrimination, equal treatment, transparency, mutual recognition and proportionality Light Touch regime Remedies directive COMPACT 4

Tender process Develop specification, timeline and tender pack Advertise – 6 weeks Electronic tendering Long listing and financial checks Shortlisting References – different approach Interviews – not happening Scoring Cabinet approval 5 day call in and 10 day standstill Award 5

Tender Pack Invitation via portal – portal maintenance Instructions Service specification Contract templates General Questionnaire – policies Tender questions Budget template – this will be the Service sheets Form of Tender Return label 6

Your bid Read all the documents, highlighting key points, understand the specification and evaluation criteria and the process. What is being said? Not what you think is being said. First and foremost deliver the specification. Ask questions before submitting – don’t be frightened. We do make mistakes! Added value – really consider this. These are your USPs. Tender Training Support – no marks gained or lost for attendance Interviews – your chance to shine. Not scored on presentation skills but select the right person for the job. Allow time for a final check through. Critical friend to review submission. Two pairs of eyes are better than one, but too many cooks spoil the broth. We can’t score what you don’t say. Don’t assume anything. Make it easy for us. Neat, orderly, legible. 7

What are we looking for? That applicants understand the bid process and have met all the requirements for submitting their bid correctly. A financially viable applicant with a range of robust appropriate policies in place. That applicants have a clear understanding of the service we wish to see delivered, and this is apparent in their submission. High quality service provision. Demonstrable ability to deliver what is required. Use of appropriate examples. Strong references = track record. Effective and reasonable use of public money and staff resources. An organisation we can have a constructive working relationship with. 8

Contract Delivery Check out any unclear issues at the start. Any new developments that were required –start implementing them immediately. Stick to your timetable or project plan – remember you were chosen on your submission so work to it. Prepare for and attend any required monitoring meetings. Pro-actively produce monitoring data – don’t wait to be chased for it. Maintain a regular and positive relationship – engage. Outcomes/impact/benefits – whatever you call them – be prepared to evidence them. Its your security. Be prepared to be flexible – we can’t see the future. 9