4. Joint tendering
1. Develop a coherent service
delivery model
2. Build a trusted, effective
working relationship
3. Engage in a process that
disadvantages collaborative
responses
5. Workshop aims
• Discuss the context for collaboration
• Discuss some of the barriers to joint
tendering
• Explore some of the key
considerations, including structures
and written agreements
7. Issues for joint tenders
• Whether to collaborate
• Timescales
• Structures
• Sub-contracting
• Terminology
8. But…
“The Council welcomes bids from all
tendering organisations including consortia”
Sell2Wales notice
“Public bodies should ensure that
smaller, local suppliers are not precluded from
winning contracts individually, as consortia, or
through roles within the supply chain.”
Welsh Government
9. Benefits
• Pooling skills and resources
• Expanding reach
• Sharing information and good
practice
• Improved and more integrated
services
• Retain local contacts and expertise
10. • Pre-tender work
• Compatible cultures, working
practices and values
• Board decision
• Structures
• Take stock
Key considerations (1)
11. Key considerations (2)
• Due diligence
• Consortium agreement
• How do you manage disagreements?
• Steering group
• Express the added value of your
collaboration as a competitive
advantage
13. Sub-contracting
Advantages
• First experience of
tendering
• Access contracts
beyond your capacity
• Benefit from
resources of lead
• Gain experience and
skills
Disadvantages
• Cashflow problems
• Other relationships
• Restrict your
activities?
• Delivery problems
14.
15. Lead organisation
Advantages
• Use experience of
lead and partners
• (Relatively) easy to
establish
Disadvantages
• Inequality / power
imbalance?
• Lead may be
responsible for all
liabilities
• Lead has to ‘manage’
the partners
16. External lead
Advantages
• Partners can focus
on project delivery
• Lead could represent
the partners
• Capacity building
support
Disadvantages
• Is this model
acceptable to
commissioners?
17. New legal entity
Advantages
• Ring-fences
risk, protecting
partners
• Jointly-owned by all
partners
• Draws on experience
and expertise of all
partners
Disadvantages
• No track record of
service delivery
• No financial history
• Lengthy process to
establish
• Real organisation, or
shell?
18.
19. Written agreements
• Clarify the project
• Define roles and responsibilities
• Develop joint ownership
• Reference document
• “What if...?”
20. Learning points
• Start now
• Develop a clear, shared vision for
the service
• Can you influence the process?
• Ask clarification questions
• Develop a unified brand
• Use any development period
• Make an informed decision about whether it’s
right on a case by case basis
21. Resources and support
• County Voluntary Council (CVC)
• WCVA
• Wales Co-operative Centre
(Convergence)
• Charity Commission
• Winning in Tendering Project
• New guidance soon!
