馃攳
Tendering - Background and Overview of the Procurement Process - YouTube
Channel: unknown
[0]
background and overview of procurement
[2]
process there are rules and procedures
[5]
that govern public sector tendering the
[8]
extent and complexity of the procedure
[9]
is governed by the value of the goods
[11]
and services being bought
[13]
also known as tender thresholds let's
[16]
look at some typical milestone contract
[18]
values and the processes that the Welsh
[20]
public sector organizations must follow
[23]
it is important to understand that
[26]
tender thresholds vary between
[28]
organizations each organization will
[31]
have its own financial rules which set
[33]
out as procurement thresholds these are
[35]
often available on the organization's
[37]
website or in general tendering guidance
[40]
issued by the organization generally for
[44]
most contracts with a value of 5000
[46]
pounds or less the buyers just required
[48]
to prove that they have obtained value
[50]
for money for example through comparison
[52]
of one or more quotes the next band
[55]
often between 5,000 pounds and 25,000
[58]
pounds will require the buyer to issue
[60]
an RFQ request for quotation usually to
[64]
a minimum of three suppliers who will be
[66]
required to submit a formal response
[68]
without going through a full tender
[70]
procedure the next band will require the
[73]
buyer to undertake a tender exercise for
[76]
example anything with an overall
[78]
contract value of twenty five thousand
[80]
pounds or over any contract with a value
[83]
above 135 thousand euro must be run as
[86]
an ogee a EU tender exercise the
[90]
financial thresholds in pounds can vary
[92]
as the limits are issued in euros but if
[95]
you think of a hundred and thirty-five
[96]
thousand pounds in euros you will not be
[98]
far out o je u stands for the official
[102]
journal of the European Union and for
[105]
all tenders that come under this
[106]
directive strict minimum time skills and
[109]
other rules become a mandatory part of
[111]
the process this is to ensure a fair and
[114]
consistent approach is being taken in
[117]
Wales the Welsh government requires all
[119]
public sector organisations to advertise
[122]
contracts with the value of twenty-five
[124]
thousand pounds or over on sell to Wales
[127]
considerations when finding
[129]
opportunities the time and effort needed
[133]
to put into a fully compliant tender
[135]
needs to be offset against the chances
[137]
of winning the bed and how attractive
[139]
the work is to your business for example
[142]
you need to devote a fair amount of time
[145]
resources and effort to get your bid to
[147]
the right standard and there is a hidden
[149]
cost in staff and time to this if the
[153]
contract offers security of work for
[155]
three to four years would boost your
[157]
credibility has fair on-time payment
[160]
terms and means you can further invest
[162]
in your business then the hard work at
[164]
the onset is worth it
[166]
pqq ITT we have already mentioned the
[171]
different rules for how tenders have to
[173]
be managed dependent on the value of the
[174]
contract here you can see the various
[178]
stages of those rules the open procedure
[182]
means anyone can submit a full tender
[184]
and the document issued by the buyer
[186]
will be called the ITT or RFQ you give a
[191]
price for the goods and service but you
[193]
will also need to prove your capability
[195]
to deliver on what you promised when it
[199]
gets to the oje you threshold around the
[202]
135 thousand euro mark there are
[204]
generally two processes that are
[206]
followed if it is an open procedure
[208]
anyone can submit a full tender what is
[212]
key to remember is that you will be
[214]
provided with a specification of what is
[216]
required and you will need to self
[218]
assess whether you are in a suitable
[220]
position to compete for the contract at
[223]
this stage many buyers may instead opt
[226]
to run what is known as a restricted
[228]
procedure this is when the application
[231]
process is split into two parts the
[234]
first stage is known as a pqq
[236]
pre-qualification questionnaire the pqq
[240]
is intended to establish all the
[242]
information about your business and
[244]
assess your suitability to proceed to
[246]
the second stage of the process only a
[249]
select few of the highest-scoring I
[251]
invited to the second stage of the
[253]
process known as the ITT the invitation
[256]
to tender it is worth noting that even
[259]
in an open procedure not broken into two
[261]
separate stages the form itself is
[264]
likely to contain the question
[266]
usually found on a pqq sometimes you may
[270]
see that a contract tender is being done
[272]
via a competitive dialogue process this
[275]
is quite a complex procedure and is only
[278]
normally used when a buying organization
[280]
is not quite certain of the requirements
[282]
for example if a specialist piece of
[285]
software is needed the buyer may not
[288]
know the exact specification and how to
[290]
develop that software they will select a
[293]
few shortlisted bidders who will work
[295]
with the buyer to develop the exact
[297]
capabilities and functions of the
[298]
required software once this is done the
[302]
full specification is then issued to
[304]
those shortlisted bidders for them each
[305]
to cost against the final requirement
[307]
there is a typical tender process that
[310]
you will see followed so let's look at
[312]
it now at the first stage the buy will
[316]
put together a specification describing
[318]
the goods of services required the
[320]
period over which the contract will run
[322]
plus any possible contract extension as
[325]
well as any other relevant detail to
[327]
inform suppliers of exactly what they
[328]
are looking for these specification is
[331]
the buyers wish list and it is important
[334]
to show in your tender that you have
[336]
completely understood what it is they
[338]
require at this stage the buyer will
[341]
also identify any special terms and
[344]
conditions to be applied to the contract
[346]
in addition to their standard terms and
[348]
conditions they will decide how the
[351]
tender will be evaluated price only or
[353]
on a price and quality basis if choosing
[356]
to include quality they decide on the
[358]
cost quality ratio for example 60
[362]
percent quality 40 percent price and
[364]
they will identify specific quality
[366]
criteria and weightings all this
[369]
information will be included in the
[371]
tender so that suppliers understand how
[373]
the tender is going to be evaluated the
[376]
buyer will decide on the type of
[377]
procurement procedure to follow if
[380]
suppliers are to complete a
[382]
questionnaire to assess their
[384]
suitability either a pqq in a restricted
[387]
exercise or a question a in an open
[389]
exercise then the buyer will identify
[391]
key questions to be included that
[393]
address all risks associated with a
[395]
procurement in addition to asking for
[399]
basic
[399]
information about your company legal
[401]
status company registration VAT numbers
[404]
etc the question a may include some or
[407]
all of the following sections financial
[410]
capacity and capability sustainability
[413]
equality and diversity and Health and
[416]
Safety the buyer may also include
[418]
additional specific questions relating
[421]
directly to the requirement the
[424]
questionnaire will ask you about what
[426]
you have done in the past and how you
[427]
did it
[428]
it will include questions on things like
[430]
the number of staff your experience on
[432]
the delivering projects of a similar
[434]
nature insurances you have and your
[436]
policies and procedures etc we will
[439]
address this in more detail in module 3
[442]
you will be advised why the responses
[445]
are for information only will be
[446]
pass/fail or scored if you are
[450]
completing a PQ Q then you will need to
[452]
be advised how many suppliers the buyers
[455]
hoping to take to the next stage the
[457]
invitation to tender and what the
[459]
minimum score threshold will be whereas
[462]
the questionnaire takes an historical
[464]
look at your company's performance the
[466]
invitation to tender looks for words it
[469]
is your opportunity to tell the buyer
[471]
how you will meet their requirements
[473]
through your responses to the
[475]
questionnaire you will hopefully have
[477]
satisfied the buyer that you are capable
[479]
of taking on the contract at little or
[481]
no risk to them through your ITT
[484]
responses you will be persuading them of
[486]
your ability to do the job better than
[488]
anyone else
[489]
sell yourself if you are an existing
[493]
supplier and know the buyer well please
[496]
remember not to assume but to take the
[498]
attitude that the buyer has never heard
[500]
of your company before this will help
[502]
you focus on the quality of your
[504]
responses you will need to say how you
[506]
will deliver the contract staff that
[509]
will be involved and why they are the
[511]
best people for the job what your
[513]
implementation plan will be how you
[515]
manage the process and how you monitor
[517]
quality and sustainability of the
[520]
requirement you will also of course be
[522]
required to provide your cost
[525]
once the itts have been submitted a full
[528]
evaluation of the responses will be
[530]
undertaken this is an accordance with
[532]
restrictive
[533]
valuation criteria published in the
[535]
tender document on some occasions this
[538]
may also include a presentation to the
[541]
buyer after the scoring is done
[543]
the winning bid will be identified
[545]
however before contract can be awarded
[548]
and all Oh je value contracts there has
[551]
to be what is known as a standstill
[553]
period all bidders are notified of the
[556]
intended decision with details on how
[558]
they scored then there is a 10-day
[561]
standstill period known as the Alcatel
[563]
period this allows any bidder the
[566]
opportunity to challenge the decision if
[568]
they believe that there are valid
[570]
reasons to doubt the decision-making
[572]
process if no challenges are lodged then
[575]
the contract is officially awarded to
[577]
the winning bidder the last stage is
[580]
feedback from the buyer it is one of the
[582]
most important parts of the process but
[585]
often overlooked make sure that the
[588]
feedback you receive is meaningful and
[590]
useful if the written feedback does not
[593]
provide enough information contact the
[595]
buyer and explain that you would like to
[597]
know how to improve and refine your
[599]
response for the next time and detailed
[602]
feedback is gratefully received even if
[606]
you win the bed it is always good to
[607]
know what it was that gave you the edge
[609]
so that you can capitalize on that in
[612]
future beds
Most Recent Videos:
You can go back to the homepage right here: Homepage