All posts by Peter

Don’t tell your SMEs to ‘Read the Question’ September 5, 2024 at 12:09 pm

Why? Because they won’t do it!

We were told repeatedly to ‘read the question’ at school. I have always repeated that advice to my Foundation exam students. I even remind myself to do it. And still we get answers wrong because we haven’t fully answered the question. In the bids we review, my experience is that some questions go unanswered by the authors on every bid.

In fact, the Senior Procurement officer for Central Government agrees. He once said that the biggest reason that bidders lose marks is that they do not fully answer the questions asked. So, something is going wrong at a fundamental level.

Generally, all SMEs know they have to answer the question. They also know they should read the question in detail. So just reminding them to do it does not change anything. Instead, we need a process that enables it to be done effectively. Bid management needs to ensure the contributors have read the question and must take action where there is missing information in the response.

I think there are three steps to achieve this:

You may well be asking yourself ‘What’s so special about all that?’ And I’d agree with you. It isn’t special. It’s really simple, but if it is done it makes a massive difference to the bid because you won’t lose points for ‘not answering the question’.

I’ve been doing this deconstruction and checking process on most bids I’ve been involved in for several years. This is because it filled a gap in our client’s processes. Typically, we found 5% of the questions would have gone unanswered. These clients won over £500m worth of contracts in the last two years. And who knows? Maybe they wouldn’t have been so successful if we hadn’t fixed those missing questions. The full magazine can be accessed at https://bidsolutions.co.uk/wp-content/uploads/2024/02/BQ18-Pages-Final-250224.pdf It is full of useful bidding guidance.  If you would like to chat over how all or any this may affect you and your business, please give us a call at any time for a no-obligation chat.

Back to Foreword

How to Become a bid and Proposal Professional April 5, 2024 at 12:21 pm

Andy and Peter were asked to take part in a panel discussion on this topic for APMG (the examination board for APMP Certification). For those of you that are interested, or know of anyone interested in starting out on a career in bidding, here is a link to Episode 226 – Level Up your Career – How to Become a bid and Proposal Professional in 2024 (Part 1)

Episode 226 – Level Up your Career – How to Become a bid and Proposal Professional in 2024 part 1.

A Rock or a Hard Place: How to structure your bidding vehicle February 2, 2024 at 5:05 pm

If you are involved in the decision of how to structure your multi-organisational team for a strategic bid e.g. as a prime, sub-contract, consortium etc., you need to watch out.  Recent court cases have shown “Here may be Dragons” for the less well informed! Bevan Brittan (a Procurement Law specialist) has helpfully summarised two recent court decisions which may alter your view on how to proceed.  It advises that although there are several ways in which you may team to bid for a Public Sector opportunity, the choice of how to structure your bidding entity may come back to bite you at the end of the process.

In esssence if you are a sub-contractor, you will not have the right to challenge the outcome of a dodgy procurement.  If you create a Special Purpose Vehicle to bid, you will then be limited in the types of losses you can claim.  These cases suggest that if you expect to put a lot of work into a bid and want to retain the power to challenge, you need to be the prime or in a consortium.

The full article is at https://www.bevanbrittan.com/insights/articles/2024/lessons-for-bidders-in-public-procurement-sub-contracting-and-joint-ventures/.  I have tried to summarise it in these two paragraphs to help you get the gist, but I recommend you read it if the topic is of interest to you.

Happy bidding!!

Back to Foreword

The Joys of Public Sector Bidding November 2, 2023 at 11:40 am

Public sector contracts are a lucrative business. You may not win many at first but this will change with experience in leveraging the systems and processes to gain competitive advantage. More doors will open as you become known.

For over 20 years we have helped people bid into the public sector but it is the most frustrating (and often non-intuitive) area of bidding to work in with strict and well-defined rules. Both procurement and bidders work hard to get around these rules and if they do, their competitors try to find out how and take them to court for doing so. If the court finds no wrongdoing, everyone builds their own workaround to circumvent the rules in future bids.

Then procurement teams change the requirements. Bids should NOT be all about providing quality goods and services the public sector needs; they must support the latest ecology, quality and social engineering agendas which make the buying department (or local politician) look good (e.g. eye-catching support for disadvantaged communities, numbers of wildlife rehoused, etc).

So you refocus your business strategy to keep up and face another challenging hurdle – word limited responses to heavily worded questions. The responses in a recent multi-million pound public sector bid were limited to 600 words (difficult but manageable) – but several questions were 300 words and one was 400! At least all bidders had to contend with the same restrictions.

From my experience, the biggest and most successful public sector bidders have dedicated public sector sales teams, with bidding support focused on these types of bids. They understand the many nuances of competing in this field; many have their own well developed bidding tools and processes. They choose from a selection of strategies developed to best meet the latest requirement. Interestingly, the majority seem to value APMP accreditation, even if they do not specify it when they are recruiting or use the APMP methodology internally.

But some provide bid support as a central resource (not sales-integrated). This can be a problem if bean-counters in some multinational HQ decide costs are too high and cuts are needed. They see bids as just another project, and assume the Project Managers already in place will be able to run their bids with support from SMEs in the business. No need for overpriced bid managers/teams!

In our business, we love it when this happens. The client’s bid performance crashes and we are asked to help put it right. We establish a public sector bid team inside the sales function, fully integrating its activities into the communication plan for each qualified opportunity.

So what’s my advice to a company wanting to get into winning public sector contracts? Entry barriers are significant and going after public sector contracts is not a business decision to be taken lightly.

For small contracts, you may get the impression the ‘playing field’ is not level and buyers’ personal agendas are followed at the expense of fair competition. Legal redress for any procurement or bidding shenanigans is unlikely; it’s just too expensive (though the threat of going to court can sometimes sort an issue). Your best protection is to strictly follow the precise rules, requirements and constraints of the ITT. Do not embellish the responses or add in text which is not absolutely relevant to the exam questions set. Only address what the procurement team ask and show you are meeting their needs, not selling what you have. They will be unable to drop you from the competition as a result of a minor non-compliance.

For big contracts, following the rules is not enough. You have to ‘game’ the entire system or you will be wiped out by a competitor. Of course, you need a sound, credible, adequately described solution to remain in the competition – though this is probably not where the final decision will be based.

Someone in your team will need to review the reporting requirements to uncover biases or weaknesses. Start with the price reporting template and create a pricing and solution design strategy that will exploit any weaknesses (e.g. when you know the activities or services to be priced against will be different from what is actually required). Find the people in your organisation who are good at this type of analysis, put them to work and give them a pay rise – it will be worth it!

Next, work out how every section of your response addresses each point in the scoring system, dealing directly with the points which will generate maximum marks. The scoring system may contain vague and unquantifiable tests, e.g. “excellent levels of proof” or “delivers the highest confidence”, so play these words back to the evaluators in the leading and final words of your response.

Finally, let it be known that you will not accept any impropriety in the competition. Make it clear that you will robustly challenge any selection decision which is not entirely justified.

My two top recommendations for all contracts are:

  1. Critically review and score the written response from the evaluator’s perspective prior to submission. Try to understand their approach to scoring your work and the rules they must follow. This will provide a benchmark for investigation if your internal score is very different from the evaluator’s.
  2. Do NOT use AI to generate text. AI is limited, it cannot innovate and is fairly easy to spot. The client wants innovation and your brain is the best tool for the job.

Go on, have a go! You may be one contract away from a brand new sportscar and a holiday home in Tenerife.

This article was written by Andy Haigh .

Andy is an expert in bidding and tendering, specialising in competitive formal bids into EU Public Sector organisations. He is an authority on EU procurement legislation and can bring all these capabilities together to initiate and drive major complex bids through to a successful completion.

Back to Foreword

New Micro-certifications coming Soon October 24, 2023 at 3:58 pm

We are at the forefront of developing material for the new micro-certifications. The first, Bid & Proposal MC has already been rolled out and dates are in the calendar. The other two, Executive Summaries and Graphics are under development. We hope to release course dates early in 2025.

Please contact us directly if you have a more urgent need for information as we are always happy to facilitate any specific requests

APMP Bid and Proposal Micro-certification October 10, 2023 at 1:06 pm

Pass the Exam and Become Certified

All courses will be run by Peter Lobl or Andy Haigh.  If you wish to know who will be leading any particular event, please contact us.

The Association of Proposal Management Professionals (APMP) is the professional association for people working in any sales environment where formal bidding and tendering takes place.  APMP certification is the global standard for developing and demonstrating proposal management competency.

The APMP have recently released a number of ‘micro-certifications’. These are becoming very popular as a way of bringing specific skills to a wider community as well as allowing APMP members to demonstrate a deeper capability.

A recognised advantage of this approach to training is that it strongly incentives you. It encourages greater attention during the day and rewards you with formal recognition at the end of the event.  In addition, the entire business will benefit from consistency in approach and awareness of global best practice.

To support you, we will guide you through the entire syllabus and the examination itself, maximising your chances of passing first time.  You can take the accreditation examination on the same day as the training, whilst all the training information is fresh in your mind.

Prerequisites:  Note, APMP membership is not require to enter the examination within these packages (but higher charges are applied by the APMP for non-members who sit the exam)

Bid and Proposal Micro-Certification Price and requirements

Price for APMP members:

  • Silver Package – £485 (ex VAT)
  • Gold Package – £570 (ex VAT) – Includes post course support and a free examination retake

The course is available both online and in-classroom

For non-members of the APMP add £100 to the above prices

Click here for more details of the package contents

Prerequisites: Note, APMP membership is not require to enter the examination within these packages (but higher charges are applied by the APMP for non-members who sit the exam) 

Click here for APMP membership registration information

Discounts may be available for in-house events and/or multiple bookings.  For more information about this course please contact Andy Haigh

Testimonials to our instructors’ recent (2023) delivery of APMP courses

“Very interesting and informative. Engaging trainer!”

Lydia Bellis – Proposals Designer

“Great day. Content taught in an engaging way. Friendly teacher. All the printouts were great.”

Laura Kishworth – Bid /coordinator

“This course was fantastic. Really informative, filled in a lot of gaps in my knowledge.”

John Pelan – Bid Manager

“Peter is great. Enjoyable session and engaging, knowledgeable leader”

Anthony Bluens – Principal Consultant

““The session was great and really useful to understand question style and content. However the exam was more challenging than the training”.”

Amber Mellors – Proposals Editor

Silver Bid and Proposal Workshop and Examination October 10, 2023 at 1:05 pm

£485 PER CANDIDATE (EXC VAT)

A full day training event to prepare for and then take the APMP Bid and Proposal micro-certification. It will be led by a highly experienced proposal professional. We will introduce you to all the best practice principles that you will need both to get you through the exam and to enhance your career as a bid / proposal professional.
Includes:

Key Learning Outcomes:

  • The techniques used to create customer focused proposal writing
  • How to apply persuasion to your proposal writing using techniques outlined in the BoK
  • The best practices of writing clearly 
  • The purpose of review management, proof reading & the purpose and process for content development reviews
  • The principles and best practice of compliance and response
  • Best practice in unseating the incumbent, proof points and content plans
  • The purpose and best practice of headings, graphics and action captions and presentations
  • Best practise in proposal library, proposal theme statements, executive summaries and resume/ CV and team profiles

Exam fee – The cost of sitting the APMP Bid & Proposal exam is included in the price. You may choose to sit the exam at the end of the training day or to take it on-line in your own time.

Study Guide – We will send you an electronic copy of the APMP Study Guide (tailored for the syllabus) in advance of the day. This is a prerequisite for anyone taking the examination and an essential tool for preparing a bid.

Glossary – You will also receive an electronic copy of the APMP glossary, another prerequisite for taking the examination.

Lunch and refreshments (for classroom-based events).

Options (you can order these at any time at an additional cost. These are all included at no charge
in the Gold Package).

  1. Exam retake – If in the unlikely event you should fail the exam, you can elect to join another Sixfold Training event or just resit the examination (£75 admin, £160 exam fee).
  2. Six months ‘on-the-job’ telephone support – For a period of six months after the event, candidates can call on Sixfold bid professionals to give assistance over the phone with any aspect of their job. This could be advice on how best to prepare a bid kick-off to thoughts on how to deal with difficult procurement situations or whether to consider challenging a win/loss decision (£255 fixed rate).
  3. Sixfold Author’s Guide – An electronic copy of the invaluable guide that you can tailor to meet your own bid standards, this guide sets the approach that all contributors should take to creating their bid text and supporting the Bid Manager- (£75 cost).
  4. Flexible course date – We understand how changeable a bid manager’s diary is, so we allow delegates to make last minute changes. You can change your course date up to the Friday before the event (£75 admin fee).

Gold Bid & Proposal Workshop and Examination

£1075 £570 Per Candidate (Exc VAT)

The Gold package includes the entire Silver package, plus all four options, at no additional cost.

Assisted APMP Membership

£185 (Exc VAT)

One invoice for course, exam and APMP membership. We do the admin and supply you the APMP membership number. This greatly simplifies red tape if your company has complex approval systems.

General

Notes:

  1. All prices are exclusive of VAT which we will add to all invoices at the current rate.
  2. We will hold Public courses either online or at a city centre location – We will hold London courses in Zone 1 and Manchester courses within a few minutes’ walk of Piccadilly Gardens.
  3. Fees are for APMP members. Non-members will attract additional APMP fees, which we will pass on at cost.
  4. Examination candidates must bring proof of identity with them to the examination location.
  5. There are no pre-requisites for the micro-certification
  6. We can give partial or full refunds depending upon the remaining time before the event. We cannot give refunds once we have booked any examinations or venues for you.
  7. A 5% uplift will be charged for card payments
  8. A £35 postage fee applies for documents sent outside the UK

When they ask you a question July 4, 2023 at 4:02 pm

When they ask YOU a clarification Question  

Learn from the mistakes of other bidders.

Gain insight from 3 lost bids

We often help clients challenge poor decisions by evaluators.  I want to share some lessons from three bids that we were asked to look at after they were lost.  The tragedy is, that in our opinion, they would have been won save for a simple error by the bidders.

This error was the same for each of the bids.  It was because of the bidder’s poor response to an evaluation team’s clarification question.  In each case they answered the specifics of the question.  However, they did not address the underlying reasons as to why the question was being asked.

We all have strategies for exploiting clarification questions during the bidding process.  But ask yourself “Have I got a strategy for responding to my client’s clarification questions after the bid is submitted?”.
It’s not over when you hit Xmit. If the customer asks a question it means that you are in the final group from which they will select the winner.  Your response will be evaluated, and your score modified accordingly.  So you now have an opportunity to improve your score!

All too often, immediately the bid is sent off, the bid team is disbanded and the bid manager is straight into a demanding new bid.  In each of the three bids we looked at, the sales lead or bid manager sent a hurried, almost trite response to the follow-up question.  We think this was a serious error.  We consider that any bidder’s response to a clarification question is as important, if not more important, than the original bid itself!  We have seen that these few lines of text can be the difference between winning and losing.

So next time you wipe your brow, having pressed the submit key on a portal and are preparing to take a well-earned rest, please pause for a moment.  Think how you will respond to any follow-up questions you might get.  We believe that you should anticipate regathering the bid team and create a strategy to produce your best response (we have a template for this – email me if you would like a copy).

Have a Plan for such situations By devising a plan for handling clarification questions post-submission, you can ensure that your response addresses both stated and implied needs, improves the original bid, and increases your chances of success.  It may involve rapidly reallocating resources, assigning dedicated team members, or implementing a process that allows for prompt and careful responses to such inquiries. 

You have spent money and effort getting your bid to this point.  Do not throw it all away with an inadequate response to an enquiry from the client. Remember, each clarification question is an opportunity to refine and reinforce your bid.  So it is essential to give every such question the same level of importance and deliberation as your initial submission.
  What you should do now If you have found this update helpful, please do let me know (it will encourage us to do more).  If you would like further insight on this, and in particular a copy of our template response strategy please contact us by mail, or call us on 01227 860375.

Perils of Reusing Good Bid Content March 10, 2023 at 9:54 am

The Good, the Bad and the Ugly of Reusing High Scoring Bid Content

You have to get a bid in against a looming deadline.  Four high-scoring questions are covering Social Value.  This is an area in which your company excels.  Your boss gives you some responses to a previous bid which the evaluators scored very highly.  “Easy-peasy.” she says, “Just use these and put together the responses.”.

This is a real situation which I ran into on a client’s recent bid.  The bid was strategically important.  Timescales and resources were tight.  I was the solution to the client’s problem!

I had a look at the “Good” responses.  They were all well written and had a good balance of solution and assurance.

The “How” question responses were laid out with clear descriptions of the steps in the proposed process and the associated timelines.  The individuals responsible, the metrics, reporting processes and an outline of how things would be put right if they go wrong, were all included.  There were several references in each part of the response labelling where the business had done this before.  Testimonials supported and the successes they claimed.  A one-page, “feel good” case study completed the response.  No wonder the evaluators liked them!

However, then reality kicked in.  Each of these “Good” responses were 12 pages long.  However, the page limit in my bid was 4 pages per question.  When I broke down the question elements in each of my bid’s requirements, I discovered that I had 28 to 30 specific points in each question I must address!  That is about 7 elements per page.  One short paragraph per point.  In each requirement, several of these points were of the form “How will you …”.  My list of “How” elements now looked uncomfortably long.

The next problem was that the specific questions asked in the previous bid’s Invitation to Tender document were not the same as in my bid.  They were similar in that they covered the same main topic areas.  However, many of the question elements were new or different.  What “in Heck’s name” should I do now?  A lie down in a darkened room beckoned.

So, here comes the roll of the dice.  I think I had three options.  In this situation and if I had ample time, I would choose the Good solution:

  1. Lay out each of the individual and specific points which needed a response, in the order of the client’s question, in table form.
  2. Using the client’s question structure as main headings, create a sensible heading structure for the response from the tabled points.  This needs to be worked to fit the allowable pages when the heading structure is fully populated.  Better still, allocate space or word counts to each heading.  This will make it even easier when you are writing.
  3. Carefully go through the “Good” responses and extract the text that best fits against each point in the table.  Add this to the table against the particular point.  An exact fit against the question is not needed, only that the specific point in the new question is reasonably well covered.
  4. Start writing against the specific topic in the heading using the “Good” response text as guidance (or lift it directly if it fits).  Rigorously exclude any word, phrase or sentence which does not directly address the specific description in the heading.  Then, revise the text until the word count or space limit is achieved.
  5. Either write the response text missing from the “Good” response yourself or (better still) find an appropriate expert to write it.  Again, rigorously exclude any word, phrase or sentence which does not directly answer the specific description in the heading.  Keep revising the text until the word count or space limit is achieved.
  6. When the response is complete, leave it for 24 hours and then read it through again.  If it is still too long, consider deleting some specific responses (and risk ignoring a client’s question element).  Choose bits of the response which will have the least impact upon the overall solution you are proposing.  Keep revising the text until the word count or space limit is achieved.

Of course, this all takes time.  If time is tight, you may just want to carefully read the “Good” response, create a heading structure from your client’s question and then begin writing.  Your recent review of a good response should permeate your thinking and your new text?  I would label this as a Bad solution.   Of course, the underlying story and flow which made the “Good” responses so good will be difficult to reproduce.  It, also, relies upon your own expertise in the subject and your knowledge of the Social Value achievements made by your business.

The Ugly solution is to take the previous work and just cut it down to fit the page limit.  On the basis that the original text scores well and that it covers the main area of the question, it should work?  Plus, this has the advantage that your boss will see you have done what you were told.  You have used the “Good” text.  Another plus is that when the scores come back as very poor, you can avoid much of the personal responsibility for the score.  After all, the boss told you what to do and a previous evaluator scored it very highly!

Which did I use for my bid and did it score highly?  Contact us if you would like the answer!  Either way, we hope the considerations above will help you navigate your own scenario.

Don’t like the way an Authority is running a Procurement? August 6, 2020 at 10:32 am

You may not be aware that you have a new resource available to you.

Make use of official Cabinet Office guidance
We’ve all been there. In preparing our response, we are horrified at some aspects of the Authority’s requirements, evaluation criteria or process.  We can take courage and ask a clarification question… in the hope of getting some ‘clarity’. The response comes back ‘It is up to suppliers to use their experience based on the information provided…’ And you don’t know where to go next.

In past bulletins we have talked about available tools such as the Mystery Shopper scheme.  We have also outlined some informal and formal options available to you if you need to push for changes.

Now there is an extremely useful ‘semi-formal’ support tool you can use.  It is the Cabinet Office Outsourcing Playbook which applies to central government outsourcing contracts.  The definition of outsourcing is ‘any public service obtained by contract from an outside supplier’.  So, these guidelines should apply to any purchased service and should be relevant to any public sector procurement team going to market.

 Probe the evaluation criteria
One section of the playbook provides detailed recommendations on how the evaluation process should operate.  It lays out how to set criteria and weightings. It explains how to allow differentiation through the scoring process and it discusses how to balance price and quality, all challenging areas in many procurements.

So next time you want to question the wisdom of an Authority’s approach, why not use the Playbook as your reference to best practice? It will add weight to your argument without the need for you to bring a formal challenge.

 Validate the entire buying process
On broader issues, the Playbook talks about a wide range of ‘best practices’ that will be helpful for you to know.  It describes for example, how suppliers should be involved in the development of the requirements, how Authorities should approach relationships with suppliers and the appropriate use of the Competitive Dialogue.

The playbook was launched last year.  It has been updated this summer, which is why we are sending this note out now. Here is the link.

https://www.gov.uk/government/publications/the-outsourcing-playbook

Foundation Day Packages September 7, 2016 at 4:55 pm

The Sixfold Foundation day course packages are designed to provide everything needed for you to have the best chance of passing the examination and achieving the accreditation.  They are as follows:

Silver Package                                                £465 plus VAT

The Silver Package includes:

  • Full day training Event
  • Exam fee
  • APMP Study Guide
  • APMP Glossary
  • Sixfold’s “Secret Weapon” Exam aid
  • Lunch and refreshments
  • City Centre location

Options (these can be ordered at any time) and are VAT exclusive:

  • 6 months ‘on-the-job’ telephone support – £225
  • Examination retake (should it be necessary) – £200 1
  • Sixfold’s “Author’s Guide” – £25
  • Practioner’s workshop (1/2 day) – £225
  • PPAQ preparation (1/2 day) – £200

 

Gold Package                                      £1000  now £550 plus VAT

The Gold Package must be ordered in advance of the course and includes:

  • The full Silver Package above, plus
  • Free examination retake (if required) 2
  • 6 months ‘on-the-job’ telephone support
  • Sixfold’s “Author’s Guide”

 

Assisted Membership                                £148.50 plus VAT

With the Assisted Membership package, we complete the entire APMP application and pay your fees for your first 12 months of membership.  You avoid having to navigate the US APMP website and forms, plus you can add the cost of the membership to your invoice for our other courses and services.

Notes:
1. In the unlikely event that you fail the first exam you may wish to retake it. If you chose to resit the examination, Sixfold will not pass on the full re-examination APMP fee. (The APMP charge is £250)
2. There will be no charge for resitting the examination if you have taken the Gold Package.

 

Click here for even more detail about each of the packages or call us on 01227 860375 and we can chat through what you need.