About the training events
Effective tendering requires an understanding of the legislative
and practical background within which procurement is currently
taking place and the processes which drive the tendering
procedures.
Part 1
The completion of the Pre Qualification Questionnaire (PQQ) is
the essential first step in the "restricted", "negotiated" and
e-procurement procedures. Getting this right opens the door to the
invitation to submit a full tender. These procedures are also used
in the establishment of "Select Lists".
Completing the PQQ correctly or getting on the 'select lists' is
important as this produces a framework of organisations which are
allowed to go on to tender for specific contracts over a period of
three to seven years. If you get it wrong you could face being
excluded from being able to contract to provide services over a
long period.
This part of the workshop takes account of latest case law from
the European Court of Justice and will focus on the procedures
which are used for each style of tendering, the PQQ and other
tendering requirements. We will look at the agenda being followed
by procurement officers including what they look for at the
appraisal stage.
Part 2
Real success in tendering lies in having a clear understanding
of exactly what procurement officers want to see in your tender
document - and how to ensure that your tender scores well at the
appraisal stage.
Two possible sets of criteria are used in the selection process:
Lowest Price and Most Economically Advantageous Tender (MEAT). Part
2 of this Workshop will review:
- model appraisal schemes - including looking at specific areas
such as Equal Opportunities, Environmental Policy etc
- an actual scoring scheme in order to work out how well tenders
might perform
- how to improve the techniques of tender preparation
- the impact of the tendering process on organisations
- the opportunities which exist for organisations large and
small
Booking
form
Dates and venues for 2008
All events: 10am - 4pm
- 15 October - St Thomas Centre,
Manchester
- 12 November - Abbey Centre,
London
Booking
form
About Janet Roberts
Following a varied career in
Education and Adult Literacy, in 1985 Janet took up a post as an
officer with Derbyshire County Council, with responsibility for
community education, literacy and work with BME
groups.
In 1986 she also took responsibility
for the DCC annual European Social Fund (ESF) budget of £4.25
million and the new Urban Programme budget of £8 million. This
involved devising and implementing a system of tendering for public
funds by voluntary and community groups.
Between 1988 and 1990 Janet was
Principal of Morley College, a large registered charity. In 1990
Janet and her husband set up a business which helped FE Colleges to
tender for contracts from European and other funds in order to
develop their programmes of income generation. In response to
demand, Janet's business re-oriented to help charities to bid for
European funds.
From 1998 to 2005, Janet's customers
together secured £18.3 million of European and other funding. In
addition she prepared the biggest successful ESF tender in the
country - £6.3 million - for the Association for Residential Care
(ARC).
Janet set up Tendering for Care
(TfC) in 2005 to help providers in the sector to cope in the new
procurement environment. This work has expanded rapidly to include
the voluntary sector generally. TfC members have a rapidly growing
track record of success winning contracts within the range £15,000
to £5 million.
In recognition of Janet's "work
campaigning for better training in tendering in the charity
sector", she has recently been elected to Fellowship of the
RSA.
Booking
form