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Webinar: Proposal writing strategies Duration: 1h30 Phone number: 1-866-392-3244 (Montréal area: 514-392-3300)  Conference  code: 9412222
Presenter: NORMAND CÔTÉ ABSTRACT: This webinar was designed for companies with experience with proposal writing and will cover the following subjects: Asking good questions to buyers The different selection methods The different evaluation methods
Asking good questions to buyers
Objective
The procedure The procedure to follow when asking a question can be found in the instruction section of the tender 1 2 3 The buyer will publish your question and the answer to your question so all the companies that ordered a tender document can benefit as well After the deadline you will no longer be able to receive answers to your questions You must submit all questions in writing to the person indicated in the instructions
To who do I submitmy questions All questions must be sent to the buyer. Not doing this can lead to penalties and even disqualification.
When to ask questions
The earlier the better and certainly before the deadline indicated in the tender document. When to submit questions
Askprecisequetsions It is important to understand all elements of the tender: Any misunderstanding or misinterpretation can cost you the contract! The evaluation criteria The need Etc. La base de prix The selection method
How to formulateyour questions
EXAMPLE OF QUESTIONS Is therecurrently or has there been in the last six monthscontractorsthat have completedthiswork or anyrelatedwork. If so, whois the contractor and whatis the value of the contract? In the financial portion of the proposal, do you require a detailed breakdown of the costs to justify the final price? Or would you simply like the price with no added information?
EXAMPLE OF QUESTIONS Can youpleasespecifywhatyoumean by «offers the greatest value ». Shouldweinferthat the costwillbedivided by the number of points obtained for the evaluatedcriteria? Yourcompany must beregistered in order to supply the services stated on thisrequest. Pleasejoin proof of this to yourrequest. –Would our certificat of constitution as a juristic person be acceptable proof? Regarding the type of companywe are, whatkind of proof would the Ministrylike to receive? A sample portion of the user's guide designed for managers? Ou notre exposé de formation?Or willourreferencesrelated to the projectbe acceptable?
How to formulateyour questions EXAMPLE
And yourcompetitors…? Keep in mind that not asking questions because you don`t want to give the information to your competitors is extremely risky. Remember, however, not to reveal your strategy by accident.
Evaluationmethods Critèresd’évaluations Webinar: Critèresd’évaluations
Objective
The procedure Technicalevaluation of proposals in order to qualifysupliers Selection of the sinningproposal Opening and validation of proposals 1 2 3
Whodoes the evaluating? A team willevaluateproposalsbased on the criteriadescribed in the tender and only information provided in the proposal.
Evaluationprocedure Step 3: Selection of the winningproposal Step 2: Technicalevaluation Step 1: Opening Atthis stage the buyerwillensurethat all aspects of the tender wererespected. If certain conditions were not respectedyourproposalwillbedisqualified. The buyerwill hand over the technical portion of the proposal to the evaluation team. Next, the team willevaluate the content of the proposal contingent on the compulsory and evaluatedcriteria. Only information in yourproposalswillbeconsidered for the evaluation. The last stepinvolvesconsidering the price in order to determinewhichproposal best corresponds to the selectionmethodidentified in the tender.
Opening of proposals – Evaluatingcompliance Respected timeframe Certifications Dépôts de soumission, performance, etc. Sealedfinancialproposal Signatures Etc.
Preparingyourproposal – Technicalevaluation:Compulsorycriteria The importance of demonstratingyourcompliance: Failing to demonstrateyourcompliancewilllead to disqualification of yourproposal. Demonstratingthatyourproposaliscompliantinvolves more thanjuststatingthatyou are compliant. Avoidusing vague and questionnable terms. Giveexamples and facts to support yourstatements.
Preparingyourproposal- Technicalevaluation:Evaluatedcriteria Qualification of resources CV Pastprojects Information to besubmitted Methodology How willyousatisfy the client`s needs? Deliverables How willyousatisfy the client`s demands? Project management How willyou respect the deadlines and budget? Technical score
Selection method
Objective
The procedure
Financial evaluation
Things to considerwhenpreparingyourproposal 2 1 3 Make sure youunderstand the calculationmethod. If the methodchosenconsidersboth the technical score and the price, you must ensurethatyoureceive the highesttechnical score. This combinationisextremely important. If the methodchosenconsidersonly the price, all youneedis the passing score and yourpricebecomes the most important element of yourproposal.
Financial evaluation: The highest score
Financial evaluation: The lowestcost per point A = 75%
Financial evaluation:  The lowestcost per point  A = 76%
Financial evaluation: The lowestcompliantproposal
Financial evaluation: Using the « K » factor
QUESTIONS TECHNICAL EVALUATION PRICE A CHAIN IS ONLY AS STRONG AS ITS WEAKEST LINK
Historical comparison of a tender EXAMPLE: BLUE PANTS, SPECIAL SERVICES (2009 vs. 2008) 2009 2008 VS.
List of potential bidders Tender B (2008) Tender A (2009) ...17 potential bidders ...18 potential bidders
Prix Tender A (2009) Tender B (2008)
Evaluation criteria Tender A (2009) Tender B (2008) $84 588/2 000 = $42 $62 848/1 450 = $43
Thank you, do you have any questions?

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Final ang

  • 1. Webinar: Proposal writing strategies Duration: 1h30 Phone number: 1-866-392-3244 (Montréal area: 514-392-3300) Conference code: 9412222
  • 2. Presenter: NORMAND CÔTÉ ABSTRACT: This webinar was designed for companies with experience with proposal writing and will cover the following subjects: Asking good questions to buyers The different selection methods The different evaluation methods
  • 5. The procedure The procedure to follow when asking a question can be found in the instruction section of the tender 1 2 3 The buyer will publish your question and the answer to your question so all the companies that ordered a tender document can benefit as well After the deadline you will no longer be able to receive answers to your questions You must submit all questions in writing to the person indicated in the instructions
  • 6. To who do I submitmy questions All questions must be sent to the buyer. Not doing this can lead to penalties and even disqualification.
  • 7. When to ask questions
  • 8. The earlier the better and certainly before the deadline indicated in the tender document. When to submit questions
  • 9. Askprecisequetsions It is important to understand all elements of the tender: Any misunderstanding or misinterpretation can cost you the contract! The evaluation criteria The need Etc. La base de prix The selection method
  • 10. How to formulateyour questions
  • 11. EXAMPLE OF QUESTIONS Is therecurrently or has there been in the last six monthscontractorsthat have completedthiswork or anyrelatedwork. If so, whois the contractor and whatis the value of the contract? In the financial portion of the proposal, do you require a detailed breakdown of the costs to justify the final price? Or would you simply like the price with no added information?
  • 12. EXAMPLE OF QUESTIONS Can youpleasespecifywhatyoumean by «offers the greatest value ». Shouldweinferthat the costwillbedivided by the number of points obtained for the evaluatedcriteria? Yourcompany must beregistered in order to supply the services stated on thisrequest. Pleasejoin proof of this to yourrequest. –Would our certificat of constitution as a juristic person be acceptable proof? Regarding the type of companywe are, whatkind of proof would the Ministrylike to receive? A sample portion of the user's guide designed for managers? Ou notre exposé de formation?Or willourreferencesrelated to the projectbe acceptable?
  • 13. How to formulateyour questions EXAMPLE
  • 14. And yourcompetitors…? Keep in mind that not asking questions because you don`t want to give the information to your competitors is extremely risky. Remember, however, not to reveal your strategy by accident.
  • 17. The procedure Technicalevaluation of proposals in order to qualifysupliers Selection of the sinningproposal Opening and validation of proposals 1 2 3
  • 18. Whodoes the evaluating? A team willevaluateproposalsbased on the criteriadescribed in the tender and only information provided in the proposal.
  • 19. Evaluationprocedure Step 3: Selection of the winningproposal Step 2: Technicalevaluation Step 1: Opening Atthis stage the buyerwillensurethat all aspects of the tender wererespected. If certain conditions were not respectedyourproposalwillbedisqualified. The buyerwill hand over the technical portion of the proposal to the evaluation team. Next, the team willevaluate the content of the proposal contingent on the compulsory and evaluatedcriteria. Only information in yourproposalswillbeconsidered for the evaluation. The last stepinvolvesconsidering the price in order to determinewhichproposal best corresponds to the selectionmethodidentified in the tender.
  • 20. Opening of proposals – Evaluatingcompliance Respected timeframe Certifications Dépôts de soumission, performance, etc. Sealedfinancialproposal Signatures Etc.
  • 21. Preparingyourproposal – Technicalevaluation:Compulsorycriteria The importance of demonstratingyourcompliance: Failing to demonstrateyourcompliancewilllead to disqualification of yourproposal. Demonstratingthatyourproposaliscompliantinvolves more thanjuststatingthatyou are compliant. Avoidusing vague and questionnable terms. Giveexamples and facts to support yourstatements.
  • 22. Preparingyourproposal- Technicalevaluation:Evaluatedcriteria Qualification of resources CV Pastprojects Information to besubmitted Methodology How willyousatisfy the client`s needs? Deliverables How willyousatisfy the client`s demands? Project management How willyou respect the deadlines and budget? Technical score
  • 27. Things to considerwhenpreparingyourproposal 2 1 3 Make sure youunderstand the calculationmethod. If the methodchosenconsidersboth the technical score and the price, you must ensurethatyoureceive the highesttechnical score. This combinationisextremely important. If the methodchosenconsidersonly the price, all youneedis the passing score and yourpricebecomes the most important element of yourproposal.
  • 28. Financial evaluation: The highest score
  • 29. Financial evaluation: The lowestcost per point A = 75%
  • 30. Financial evaluation: The lowestcost per point A = 76%
  • 31. Financial evaluation: The lowestcompliantproposal
  • 32. Financial evaluation: Using the « K » factor
  • 33. QUESTIONS TECHNICAL EVALUATION PRICE A CHAIN IS ONLY AS STRONG AS ITS WEAKEST LINK
  • 34. Historical comparison of a tender EXAMPLE: BLUE PANTS, SPECIAL SERVICES (2009 vs. 2008) 2009 2008 VS.
  • 35. List of potential bidders Tender B (2008) Tender A (2009) ...17 potential bidders ...18 potential bidders
  • 36. Prix Tender A (2009) Tender B (2008)
  • 37. Evaluation criteria Tender A (2009) Tender B (2008) $84 588/2 000 = $42 $62 848/1 450 = $43
  • 38. Thank you, do you have any questions?