Transcript: Bid & Proposal Training Find your way through the maze There are many names for buying process that organisations follow In sales you will come across one or more of these in your career Bid - "a formal proposal to buy at a specified price" ITT - Invitation to Tender RFP - Request for Proposal RFT - Request for Tender RFQ - Request for Quotation SoR - Statement of Requirements They are not only terms limited to the public sector, large commercial organisations also use them. For the purposes of this presentation I will concentrate on UK public sector procurement Once you understand this more complex bidding process, it is easier to understand the procurement structures in commercial organisations The public sector includes: Central government departments and agencies Non-departmental public bodies The NHS and its local trusts Local authorities The Northern Ireland Assembly The National Assembly for Wales The Scottish Executive Universities and colleges Visit www.gov.uk for more information Advertising opportunities There are many sources for finding out the customer requirements: buying portals, trade magazines, contracts finder website, OJEU for high value opps, direct approach from organisation via an appproved supplier list, framework contracts But nothing substitutes building a relationship with the customer. If the first time we know about an opportunity is via the web, then we do not know the real procurement drivers Procedures Procurement procedures The open procedure This is where all interested suppliers are asked to return tenders by a set date. These are then evaluated and the contract is awarded. This procedure is often used by local councils. The restricted procedure This is a 2-stage process. In the first stage, interested suppliers are asked to fill out a questionnaire and a short-list is drawn up. In the second stage, the shortlisted suppliers are invited to respond to an Invitation to Tender (ITT). The tenders are then evaluated and the contract awarded. The competitive dialogue procedure This procedure is used for more complex procurements. After a selection process, the buyer then negotiates with suppliers and invites chosen companies to put in a bid. Suppliers put in their tenders and the contract is awarded. The negotiated procedure In this procedure, the buyer enters into contract negotiations with one or more suppliers. Framework agreements If a public sector organisation knows they are likely to need particular goods or services, but are unsure about exactly what they’ll need or when, they may decide to set up a group of approved suppliers that they can use when necessary. This is called a ‘framework agreement’. We are accredited on the G-Cloud5 Framework under Lot 2 SaaS. This should be mentioned to your public sector prospects. All public bodies can access this framework and: 1. Choose a supplier without the need to tender (if their internal policy allows this). 2. Choose to mini tender to selected suppliers. The benefits of the framework are: 1. No need to initiate a tender process 2. Pre-agreed prices and terms and conditions For more information on the services and providers on G-Cloud frameworks visit http://govstore.service.gov.uk/cloudstore/ source: www.gov.uk/tendering-for-public-sector-contracts/the-procurement-process More information can be found on these websites: www.gps.cabinetoffice.gov.uk/i-am-supplier www.publicprocurementnetwork.org So I have heard of an opportunity, what next? Contact me and send me the information. I will: Register our interest and apply for documents Contact you once these have been received to arrange a bid kick off meeting Work with you to qualify if we can deliver the requirements and decide if we should or should not proceed with a response Set timetable for responses from you - these deadlines are not negotiable Arrange the appropriate sign off according to the internal sign off process I own the process and document, you own the opportunity So what happens next? The customer will evaluate our response, the timetable for which will be in their document Great, we won Fantastic news, ensure that the bid/proposal documents are available for the implementation team so they have a record of our commitments Sadly, we lost If you’re unsuccessful in a tender and want to find out why, public sector organisations must give you feedback within 20 working days if you ask for it. Information about the contract is subject to the Freedom of Information Act. This means that you have a right to ask for detailed information about the bidding process - but we may have to pay for it. I will request a debrief and provide it to your team as soon as I have it. But remember, it is always useful to understand our successes as well as our failures, we can request a win review too At times it can feel like a battle It is a challenge completing questionnaires and answering questions But I am here to help you find your way through the maze, it will get easier as you
Transcript: Disaster recovery is the process is the process, policies procedures related after natural or human disaster. Disaster recovery plan that will be used for recommencement of all data, applications, hardware, IT infrastructure and communication networking. Project will be driven by a project manager and assistant Centro will only consult with one person to avoid any mix up or confusion will result in a successful webpage the way you Project Scope Adobe Dreamweaver is a widely used Web design and development application. As of June 2011, there were nearly 4 million active sites known to have been developed using Dreamweaver (Milano, Matt 2013). Additional programs such as Adobe Fireworks will be used for desigining purposes Donut King is and international company with numerous stores throughout Australia Typical users of the website may include: current shoppers, employees, potential shoppers from nearby small towns and families. Proposal and Timeframe About create a whole new webpage that is: visually pleasing consistent design we will do all interface designing project will be completed in given timeframe of 8 weeks use of Gantt chart and SDLC for the planning of this project Budget Good Morning board of Centro Mudaliar Designs wishes to propose to you solutions to improve your current website Donut King. Disaster Recovery and Support Centro's requirements: informative intuitive simple easy to navigate Mudaliar Designs recognizes your visions of building customer loyalty enhance customer relationships promote awarness of shopping complex increase customer knowledge Staff Resources Introduction We are a renowned design firm who have had many outstanding projects within the central highlands. Development of a game for the Department of Main Roads and Transport "Kids fest" hosted my Central Highlands Market Place Both recent projects have had outstanding outcomes. Bid Proposal Asset Management
Transcript: Budget Dates: May 4 - 6, 2014 Day One: Opening Ceremonies Day Two: Workshops & Seminars, Closing Ceremonies Day Three: Post Tours & Departures Commence * Key Note Speakers, Exhibitioners, & Seminar Leaders Schedule & Events Revenue 150 guests = $33, 150 Full - 45 Student - 45 Exhibition - 15 Without Accomm - 45 Banquet Meal - 30 250 guests = $55, 250 Full - 75 Student - 75 Exhibition - 25 Without Accomm - 75 Banquet Meal - 50 Melissa Eilers, Dean El-Siblani & Ruth Parkhouse Costs = A) $14, 035 B) $21, 775 Marketing = $465 Fundraiser Materials = $70 Event Materials = $600 Room Block A) 50 = $12, 900 B) 80 = $20, 640 Conference Theme Leadership in Hospitality & Tourism on Vancouver Island Venue: Tigh-Na-Mara Seaside Spa, Resort and Conference Center Sponsors: Vancouver Island University Royal Roads University Tourism British Columbia Tourism Vancouver Island Vancouver Island University and Student Involvement Packages Full = $350 - 30% Student = $120 - 30% Exhibition = $40 - 10% Without Accomm = $220 - 30% Banquet Meal = $50 = 20% Profit A) $20, 250 B) $34, 610
Transcript: Conclusion: Can help improve our current process but it really only benefits us as much as we put into it. It would involve a lot of upkeep on our end. Conclusion: Extremely powerful tool that checks all of the marks we are trying to achieve; however, it comes at a steep price and requires full integration and investment from us. The Pros and Cons 4 Classes of Bid Proposal Software No ability to plug into the Arup system or network Can not handle large volumes of data and documents Intended for smaller proposals Very new to the proposal automation market (4 months old) User Interface being updated soon Can search keywords Home page can be custom tailored to each individual user (or not) Permissions are role based Some full-access, others limited Works well with SharePoint Have ample storage space Supports single sign-on Displays a checklist for each proposal step CRM integration Nice and easy-to-understand UI Creates visually stimulating proposals Screenshots Conclusion: Offers similar functionality to that of Cosential, but unfortunately currently requires use of their own CRM. Conclusion: Can help improve our current process but it really only benefits us as much as we put into it. It would involve a lot of upkeep on our end. Each user requires a license unless we go with an Enterprise option. Licenses can be moved between users based on new hire/leaver £750 GBP per license for 12 months Database linking requires an additional server on their end (~ £500 GBP) Is not a direct connection Files can only be shared between users with licenses Deltek Conclusion: Can't handle or meet our needs Pros Works with inDesign, PDF and Word Permissions are role based Some full-access, others limited Conclusion: Works well with a SharePoint library in tandem with their own library, but still has the issue of libraries being split up. EasyPQQ Pros Conclusion: They really encourage you to work within their platform; however, they do offer options to link our databases up. Cons Pros Pros Clean user interface Can hook-up to some of our databases. Good File Manager built into the tool Can create templates Parent account capable of pushing corporate branding Faithful+Gould is a current client Cons SharePoint Pros Hosted locally within our network Easily able to combine files together in order to build a proposal Can be supported from within Arup Economical Can be custom-tailored to meet some of our needs Cons Pros Cons Pros Screenshots Qvidian Oracle Nusii Cons Conclusion: Can't handle or meet our needs Quosal Cons Middle Upper Can search through files for keywords Can hook-up to many of our databases. Good File Manager built into the tool Files would be hosted within their own library Unlimited storage Industry leader for proposal automation Expensive Takes a couple of months time to have the system setup for our use Will require a contractor to come in and develop the software to work for us Proposals are only built through word documents Resumes would require a consistent format across all of them in order for information/sections to be queried. Pros SharePoint Cons No ability to plug into the Arup system or network Can not handle large volumes of data and documents Intended for smaller proposals Very new to the proposal automation market (4 months old) Very small company Cons Lower Upper-Middle Bid Proposal Automation Can not pull data from inDesign Everyone has equal permissions Can be changed for an increased price Undefined limit to file storage space Charged for going over the limit Performance is not good in Asia due to proximity to data center Screenshots APAC support not included in the out of the box business model Do have third party reps who support that region for them Outputs PDF/Word files Suggests using inDesign for post-editing Keywords lack spell-checking Screenshots Screenshots Cons Currently requires using Deltek CRM Possibility they may be able to de-couple these in the future. Cosential Hosted across multiple data centers 2 in the US - 1 being made in Europe Dynamic in case of failover CRM integration Pros User friendly platform
Transcript: TUESDAY 5TH DECEMBER 2017 MILNGAVIE FOODIES A one day food festival featuring an enticing selection of street food and drink vendors Milngavie Foodies Concept Milngavie Foodies would embody the Milngavie BID’s empowering catchphrase – try it, live it, love it. There would be a range of enticing offerings, designed to tantalise and satisfy all the senses. Food, arts, drink, family, socialising, community. The Vision The Vision The Event Milngavie Foodies At least 10 food suppliers/trucks Live ‘busker-style’ music from unsigned talent A selection of stalls from local artisan crafters/shops in the style of a small farmers market Craft beer / Gin Bar / Prosecco on tap Family entertainment (board games/craft station/face painter/mascot or characters) Invitation to community groups to attend to raise profile Invitation to local businesses to be part of event Run from midday until 10pm on a Saturday in June or August 2018 Food workshops for children to decorate a cupcake or put toppings on pizza (chargeable) The event would be a blend of new trends and traditional offerings, to appeal to people of all demographics Opportunity to outscource farmers market section to an independent organiser Milngavie Foodies Market Trend Street food is an emerging trend, with markets and events being held UK-wide. Locally, Big Feed (held bi-monthly in a Govan warehouse), the Paisley Food Festival and Dockyard Social (officially opening 2018) are satisfying the appetites of Glasgow-wide foodies. Pop up events, namely ones held in BAad, SWG3, merge food, culture, arts and music in an urban environment. Nationally, there is the Edinburgh Food Festival and Borough Market, Leather Market and Dalston Food Market in London, amongst others. Market Trend What is Street Food? Street food started in Asia, is massive in America, and now Europe’s getting a taste of the action too. Especially the UK. It's an experience, an opportunity to try lots of different dishes in an informal setting. Right now in the UK, street food is mostly eaten at markets, at special events, in disused warehouses, but rarely on the actual street. Milngavie BID has an opportunity to bring street food culture to the actual streets of this thriving community. What is Street Food? The beauty of most street food vendors is that they come ready for action, in their own vans or with their own pop up gazebos. These guys are well-versed in food safety regulations too. Here are just a few of the established faces in the Scottish street food scene: Street Food Vendors Target market Milngavie locals of all ages Individuals living in neighbouring locales (East Dunbartonshire) Community groups Families West Highland Way walkers Wider Glasgow (via target marketing of interests) Local businesses and vendors Target market Focus group consisting of local demographic mix Focus group of parents of young families Focus group from local businesses Alternatively, a Survey Monkey to a digitally engaged section of the community Market research Market research Other events Other events Plan 'By failing to prepare, you are preparing to fail' Benjamin Franklin Event Plan SWOT analysis SWOT analysis Bringing footfall to Milngavie Town Centre Appealing to people of all ages Bringing community together Capitalising on current trend Utilising pedestrianised area Increased revenue for nearby shops Strengths Strengths Cost to put on Potential for local cafes/restaurants to feel trade was being taken from them People attending might feel it was expensive (Glasgow prices) Weather dependent or expense for marquee Access to water/electricity Weaknesses Weaknesses Opportunities Opportunities Local businesses can get involved Boost trade to precinct Raise awareness of area Work with local community groups to enhance area Offer workshops to local businesses on advising how best to trade outdoors Adverse weather Businesses pulling out Suppliers not turning up Potential clashing with other events Ensuring everyone is compliant with food safety Equipment is PAT tested Food allergen lists Threats Threats Production Schedule Production Schedule Every professionally organised event should have an event plan and production schedule. This details the timeline, running order, tasks, contacts and schedule of activity. (Please find in a separate document, the Production Schedule and Event Plan that I produced for the SAMH Stomp at Murrayfield, to give you a sense of the detail involved) 4-6 months to go Identify date Liaise with council Produce delivery timeline Apply for licences Branding for event Obtain quotes for suppliers Approach local businesses Approach potential vendors Terms and conditions for vendors Begin booking process Focus groups Key tasks 2-3 months to go Book all vendors Book all suppliers (portaloos etc) Emergency planning Contingency planning Floorplan Begin marketing to public Risk Assessment 1 month to go Marketing Fill any blank spaces Ensure all licences are in place Liaise with council re: any A
Transcript: 514.270-3 Evaluation factors for award. The solicitation should clearly state the basis for evaluating bids for aggregate award, require bidders to submit a price on each item within the group or a percentage to be added or subtracted from a list price, and advise bidders that failure to submit prices as required within a group makes a bid ineligible for award for that group. Presented by; Heidy Sanchez LOWEST PRICE TECHNICALLY ACCEPTABLE Proposal Evaluation... Determine the responsiveness of the offers to the requirements of the solicitation documents 14.403 Recording of bids. (a) Standard Form 1409, Abstract of Offers, or Optional Form 1419, Abstract of Offers—Construction (or automated equivalent), shall be completed and certified as to its accuracy by the bid opening officer as soon after bid opening as practicable. Where bid items are too numerous to warrant complete recording of all bids, abstract entries for individual bids may be limited to item numbers and bid prices. In preparing these forms, the extra columns and SF 1410, Abstract of Offers—Continuation, and OF 1419A, Abstract of Offer—Construction, Continuation Sheet, may be used to label and record such information as the contracting activity deems necessary. The assessment of a proposal to determine the offeror's ability to successfuly perform the prospective contract. It is also used to determine a fair and reasonable price for the contract requirement. L P T A Post Award BID/PROPOSAL EVALUATION
Transcript: EcoSource: Iceland Teaching Garden Goals and Objectives Conceptualization and Design Proposal Bid Methods Objectives: Research on "Organic Seed Saving Techniques" and "International vegetable growing in Canada" Survey the stakeholder on the effectiveness of the content and design of the signs Supply EcoSource with understandable signs within the given budget Contact and book an interview with our client Visit and attend workshops on the site "Growing for Our Good" or "Healthy Roots" Research on "International vegetable growing in Canada’ and ‘Organic seed saving techniques’ Brainstorm on the content and design of the signs Use Adobe Photoshop and Adobe Illustrator to create the signs Conduct surveys about the content and design of the signs Analyze data and results of the research and surveys and consult with our client Refine and revise the content and the design according to the results Determine feasibility of the project with regards to the budget given by the client Background Information: EcoSource is a non- profit organization that offers a range of age-friendly programs that works to promote the importance of environmental sustainability within the community and to help citizens incorporate environmentally friendly practices into their daily routines. One of EcoSource's initiatives in public education is the Iceland Teaching Garden which provides people with a chance to grow their own crops which are then delivered to the Eden Community Food Bank. Problem: The Iceland Teaching Garden is currently in need of interpretive signage to help them communicate with visitors in order to help understand the process of gardening for two of their projects: ‘International vegetable growing in Canada’ and ‘Organic seed saving techniques.’ Research and Content Timetable and Deliverables Thank You Design of signs Design of other media outputs ENV232 - Environmental Sustainability Practicum Survey questions Survey results Costing information Feasibility and Presentation Our goal is to help EcoSource bridge the communication gap between the organization and the visitors of Iceland Teaching Garden by placing adequate signages. Through these signs, we hope to help EcoSource further their aim of promoting environmental responsibility within the community. Background and Statement of the Problem Inderpal Bhamra, Mark Darren Chang, Mohammed Fareedy, Diona Ling
Transcript: We Scare, and You Should Care Budget Outline Home Depot Black sheeting 20ft x 100ft (x4) = $392 Walmart 66qt tubs (x6) = $113.82 Black duct tape (x6) = $20.22 Candy ~ $15 Window Paint (x4) = $13.88 Copy Center Posters ~ $20 Other (Various Vendors) Sections budget (x5) = $150 Charity Event = $50 Base Total = $774.92 Area Contribution = $399.92 Bid request = $375.00 This is How We Scare The Program Outline - A positive on campus living experience - Residents encouraged to participate in implementing - Plastic sheeting and storage available for all areas Bid Proposal: SLC Haunted House This Is Our Means of Scaring ICS - Held on October 29th 6PM - 10PM in the Lundstrom Student Center - Advertising in all areas - Charity event for SNAC Thank you!
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