pqq: pre qualification questionnaire stage
Post on 21-Oct-2014
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What you need to know to pass the PQQ stageTRANSCRIPT
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PQQ Pre-Qualification Questionnaire
Helping To Grow Your Business In a Sustainable Way
© Green Growth Consulting
Version M – for SlideShare
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Agenda
1. What is a Pre-Qualification Stage?
2. Common mistakes during the PQS
2
3. Matters to consider 4. Requirements
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Tender Objectives
Process Transparency
Fairness
Discrimination
Objective Assessment
Outcome Best Value for Money
Quality
Economic Advantage
New Ideas / Value
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Agenda
1. What is a Pre-Qualification Stage?
2. Common mistakes during the PQS
4
3. Matters to consider 4. Requirements
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Official Journal of the European Community
Contracts above the Threshold
http://ted.europa.eu/TED/main/HomePage.do
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Two Parties Involved, Two Processes
Buyers Applicant
Goal ? MEAT Win the contract
Pro
cess
K
no
wle
dge
Im
po
rtan
ce *Understand their goal
*Understand the outcome *Prepare better tailored proposal
*time, money, resources *Be more efficient *Improve your proposals every time
Outcome Define your tender strategy
Improve your conversion rate
6
Contracting authority
Economic Supplier
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Government vs Private Sector
Government Process
• Public Money
• Regulated Market
• Publication differ
Private Sector Process
• Own Funds
• No Regulated Market
• Customised sourcing Process
7 © Green Growth Consulting
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The Tender Processes
Prepare Notify Receive Evaluate Award
8
Register Interest
Analyse specificati
ons
Create Proposal
Submit the
Proposal
Start the Contract
Contracting authority
Economic Supplier
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Procurement Tender Process
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Notification
Pre-Qualification
Invitation to Tender
Interview
Ensure secure open and fair competition, transparency, equal access
Qualify a limited number of tenderers according to required company structure
Clarify proposal
Ob
ject
ive
Co
nte
nt
Qualify a limited number of tenderers according to required company structure
Contract Notice • Corporate Data • Experience • Skills • Performance • Resources • Financial Status
• Notification • Service or
Product Specifications
• Notification • Questions
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Agenda
1. What is a Pre-Qualification Stage?
2. Common mistakes during the PQS
10
3. Matters to consider 4. Requirements
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Mistake # 1: Tender Specifications not read
• Describe company, team, the products.
• Enclosed policies, diverse documents
• State the price structure
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Mistake # 2: Evaluation criteria not examined
• Notice low / high scored questions.
• Pricing >> Simulations
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Mistake # 3: Questions not answered meticulously
• Pass / Fail questions
• Mandatory Documents to attach.
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Agenda
1. What is a Pre-Qualification Stage?
2. Common mistakes during the PQS
14
3. Matters to consider 4. Requirements
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Importance to set a ‘Bid/No Bid’ Framework
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Matters to consider before deciding
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Internal Strategy Prospect Requirements
Competitive Position Operational Suitability
Financial Position
Bid Preparation Costs
Project Costs and Revenue
Workload, management and personnel Implications
Characteristic of the client Skills and experience
Relationship of the contract to your business strategy
Cultural Fit
Professional Value of the Contract
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Evaluation Tree
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Selection Criteria
Commercial Evaluation
Price Financial
Profile
Technical Evaluation
Quality & Functionality
Project Delivery
Experience & Capability
Governance
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Agenda
1. What is a Pre-Qualification Stage?
2. Common mistakes during the PQS
18
3. Matters to consider 4. Requirements
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Requirements
Corporate Data
Organisation Capability
Policies QMS
Case Studies
Resources
Financial Status
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Corporate Data
Name
Business Activity
Office Location(s)
Company Registration / VAT number
Years established
Identity of Parent Companies
Directors / Partners
Insurance Policies
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Skills
Current Contracts
Technology
Processes , Procedures
Organisation Chart
Key Personnel CV & Accreditations
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Similar Project Similar Value
Experience & Performance
Current / Past Clients
Contract Size
Case Studies
Success Stories
Contract Performance Records
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Policies, Procedures & Records
QMS : ie: ISO 9001
Health & Safety Policy
Sustainable & Environmental Policies
Employment Policies
Diverse Policies: Risk Mgt, etc…
Specific Sector Accreditation
Company manuals
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Resources
Management & Key Personnel
Facilities, tools, machinery…
Processes & Procedures
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Financial Status
Certified Accounts
P&L
Balance Sheet
Banker’s Reference
Turnover
Healthy Check
𝒙 =𝟑 𝒀𝒆𝒂𝒓′𝒔 𝑨𝒗𝒆𝒓𝒂𝒈𝒆 𝑻𝒖𝒓𝒏𝒐𝒗𝒆𝒓
𝟑
Value Contract > X
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Summary
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Notification
Pre-Qualificatio
n
Invitation to Tender
Interview
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A series of workshops
Pricing To Win
Win Public Contract Below £100,00
Bid Life Cycle
Finding Opportunities
Bid or not to Bid
Pre-Qualification
Time- Scaling the Bid
Frameworks: Bid in Partnership
Positioning to Win
Write a Winning Proposal
How buyers evaluate tenders
The different types of buyers
Delivering the contract- Selling More
Delivering the contract – Profit Maximisation
Be a contractor for ever
© Green Growth Consulting
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Our Services
Training Webinars – FREE Local Workshops – Evening Presentations In House
Project Manage Tenders on your behalf. PQQs / Accreditation Services ITT Provide guidance on your tender
Tender Management Packages ( from one off to monthly programs).
Consultancy Services
28 © Green Growth Consulting