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A beginners guide to bid writing

            Jerry Allen
Benefits of bid writing
• Financial
• Raise TVU reputation
• Helps meet strategic 
  priorities
• Mark out staff as 
  professionals
• Evidence of meeting 
  QAA, RAE, RAF
Opportunities
• Environmental scanning 
  – Project / Research
• Research – JISC
• Projects –LDA, SEEDA
• Trusts – Lottery, Awards 
  for All, 
• Tenders –Tendermatch, 
• Tools – Grant Finder, 
  Training Gateway, 
Tips for success
     •   Timing & planning
     •   University strategic plan
     •   Strategic & operational ‘fit’
     •   Regional economic strategy
     •   Narrative ‐ benefits
     •   Competitive – value added
     •   Building a compelling case
Think tactics
       • Profile building
       • Partnerships
       • Building teams
       • The funders’ agenda
       • Capacity, capability & 
         flexibility
       • Financial – avoiding 
         money chasing
Process for Consultancy, Enterprise, & Non Validated Teaching Courses:
        External Income Planning (EIP)


             Faculty                            Faculty                           SEBU
  Project Leader completes EIP
based on Actual Costs (fEC) and
 submits to Financial Services for           Initial EIP is verified
        initial clearance -
    (by Faculty Management
            accountant)




  Faculty/Service SMT approve               Finance approve EIP and     SEBU review projects to ensure
    project outline and EIP.                   forward any projects    University wide and strategic fit and
     The approved EICP (along with           (For Research projects    provide feedback to Director where
     approval and justification of any           over £10k, DVC             necessary (Head of IRP)
  funding shortfall) is then forwarded to    Academic to approve in    For Research projects, the Head of
      Finance by Assoc Dean (Ent)
                                                    principle)          the Graduate School to approve




     SUBMISSION: - Project                                               SEBU review any changes and
  Leader notifies Finance&SEBU              Finance approve changes       feedback to Director where
       of the outcome of the                                                     necessary.
                                               (if applicable).
   application. Any changes to
  the original submission MUST
       be approved by FMT
Process for Consultancy, Enterprise, & Non Validated Teaching Courses:
   External Income Planning (EIP)


       Faculty                                          Faculty                                          SEBU
Project Leader forwards a copy                     Finance allocate successful                       SEBU receive copies of
  of the contract to Finance.                       project with a cost centre.                     contracts and compliance
                                                                                                            schedule



 The Project Leader is notified
of the project cost centre via e-
              mail.




      The EIP provides the budget for the project. Indirect costs and staffing costs not directly charged to the
                     cost centre will be debited from the project account by Financial Services



                        Actual Costs (fEC): all costs incurred by the University in the course of
                        undertaking the project (including all indirect costs)
Case
Study
11th Nov Rm TC 262 1‐3pm SMR ‐ Practical session with Victor Franks
10th Dec Rm TC264 1‐2pm SMR ‐ Bid writing forum for the completion of bids you are working on
google groups

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Bid Writing Beginners Guide

  • 2.
  • 3. Benefits of bid writing • Financial • Raise TVU reputation • Helps meet strategic  priorities • Mark out staff as  professionals • Evidence of meeting  QAA, RAE, RAF
  • 4. Opportunities • Environmental scanning  – Project / Research • Research – JISC • Projects –LDA, SEEDA • Trusts – Lottery, Awards  for All,  • Tenders –Tendermatch,  • Tools – Grant Finder,  Training Gateway, 
  • 5.
  • 6. Tips for success • Timing & planning • University strategic plan • Strategic & operational ‘fit’ • Regional economic strategy • Narrative ‐ benefits • Competitive – value added • Building a compelling case
  • 7. Think tactics • Profile building • Partnerships • Building teams • The funders’ agenda • Capacity, capability &  flexibility • Financial – avoiding  money chasing
  • 8.
  • 9. Process for Consultancy, Enterprise, & Non Validated Teaching Courses: External Income Planning (EIP) Faculty Faculty SEBU Project Leader completes EIP based on Actual Costs (fEC) and submits to Financial Services for Initial EIP is verified initial clearance - (by Faculty Management accountant) Faculty/Service SMT approve Finance approve EIP and SEBU review projects to ensure project outline and EIP. forward any projects University wide and strategic fit and The approved EICP (along with (For Research projects provide feedback to Director where approval and justification of any over £10k, DVC necessary (Head of IRP) funding shortfall) is then forwarded to Academic to approve in For Research projects, the Head of Finance by Assoc Dean (Ent) principle) the Graduate School to approve SUBMISSION: - Project SEBU review any changes and Leader notifies Finance&SEBU Finance approve changes feedback to Director where of the outcome of the necessary. (if applicable). application. Any changes to the original submission MUST be approved by FMT
  • 10. Process for Consultancy, Enterprise, & Non Validated Teaching Courses: External Income Planning (EIP) Faculty Faculty SEBU Project Leader forwards a copy Finance allocate successful SEBU receive copies of of the contract to Finance. project with a cost centre. contracts and compliance schedule The Project Leader is notified of the project cost centre via e- mail. The EIP provides the budget for the project. Indirect costs and staffing costs not directly charged to the cost centre will be debited from the project account by Financial Services Actual Costs (fEC): all costs incurred by the University in the course of undertaking the project (including all indirect costs)
  • 12. 11th Nov Rm TC 262 1‐3pm SMR ‐ Practical session with Victor Franks 10th Dec Rm TC264 1‐2pm SMR ‐ Bid writing forum for the completion of bids you are working on google groups