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HOW	
  TO	
  IMPROVE	
  YOUR	
  CHANCES	
  FOR	
  SUCCESS	
  	
  
WESTERN	
  AUSTRALIA	
  	
  
Prepared	
  by:	
  
Celia	
  Jordaan	
  
Ichiban	
  Commercials	
  Solutions	
  Pty	
  
Ltd	
  
GOODS	
  AND	
  SERVICES	
  
WHO,	
  WHAT	
  AND	
  WHERE	
  IN	
  WESTERN	
  AUSTRALIA	
  GOVERNMENT?	
  
	
  
—  Workshop	
  presented	
  by	
  the	
  Dept.	
  of	
  Finance,	
  Perth	
  on	
  
17/11/15	
  
—  Focus	
  on	
  Goods	
  and	
  Services	
  Procurement	
  
—  Focus	
  on	
  Western	
  Australia	
  
—  Purpose	
  of	
  the	
  workshop	
  was	
  to:	
  
—  Explain	
  the	
  role	
  of	
  the	
  Dept.	
  of	
  Finance	
  and	
  the	
  State	
  
Supply	
  Commission	
  
—  Provide	
  detail	
  on	
  State	
  Supply	
  Policies	
  and	
  how	
  it	
  applies	
  
—  Step	
  through	
  the	
  quote	
  and	
  tender	
  process	
  	
  
—  Explain	
  where	
  to	
  find	
  further	
  information	
  and	
  assistance	
  
—  Provide	
  handy	
  tips	
  on	
  submitting	
  tenders	
  
—  It	
  is	
  certainly	
  worthwhile	
  attending	
  one	
  of	
  these	
  sessions.	
  
The	
  sessions	
  are	
  well	
  presented	
  and	
  the	
  intent	
  is	
  to	
  provide	
  
the	
  maximum	
  opportunity	
  for	
  business	
  to	
  get	
  to	
  tender	
  and	
  
to	
  win	
  tenders.	
  
—  As	
  an	
  added	
  bonus,	
  the	
  presenters	
  also	
  shared	
  some	
  handy	
  
tips	
  as	
  part	
  of	
  the	
  process.	
  It	
  certainly	
  is	
  worthwhile	
  
attending	
  one	
  of	
  these	
  sessions	
  if	
  you	
  are	
  tendering	
  on	
  
providing	
  government	
  goods	
  and	
  services,	
  do	
  not	
  have	
  
success	
  in	
  your	
  tenders	
  or	
  have	
  not	
  done	
  so	
  already.	
  
—  	
  My	
  presentation	
  is	
  certainly	
  not	
  here	
  to	
  replace	
  the	
  
workshop	
  or	
  to	
  duplicate	
  the	
  information	
  but	
  is	
  a	
  summary	
  
of	
  the	
  points	
  and	
  pointers	
  I	
  took	
  from	
  the	
  session.	
  	
  
—  Department	
  of	
  Finance	
  
—  www.finance.wa.gov.au	
  
—  Very	
  useful	
  information	
  on	
  policies,	
  process	
  and	
  WA	
  
Government	
  spending	
  reports	
  
—  List	
  State	
  Supply	
  Commission	
  Purchasing	
  Officers	
  	
  
—  Tenders	
  WA	
  
—  www.tenders.wa.gov.au	
  
—  The	
  place	
  to	
  go	
  for	
  WA	
  Government	
  tenders	
  
—  All	
  contracts	
  above	
  $50k	
  are	
  published	
  on	
  Tenders	
  WA	
  
—  Contracts	
  WA	
  
—  www.contractswa.finance.gov.au	
  
—  Details	
  about	
  Common	
  Use	
  Agreements	
  
—  Note	
  $values	
  used	
  are	
  inclusive	
  of	
  GST	
  
Is	
  there	
  a	
  CuA	
  in	
  
place?	
  
• Yes	
  -­‐	
  then	
  the	
  Common	
  Use	
  Agreement	
  (CUA)	
  should	
  be	
  used	
  where	
  possible	
  and	
  where	
  prescribed	
  
• No	
  -­‐	
  then	
  proceed	
  to	
  quote	
  or	
  tender	
  
• All	
  CUAs	
  published	
  on	
  Contracts	
  WA	
  
Is	
  the	
  value	
  more	
  
than	
  $50k?	
  
• No	
  -­‐	
  buying	
  done	
  through	
  quotes	
  (either	
  verbal	
  or	
  written	
  
• Yes	
  -­‐	
  proceed	
  to	
  written	
  quotes	
  or	
  tender	
  
Is	
  the	
  value	
  
between	
  $50k	
  and	
  
$250k?	
  
• Yes	
  -­‐	
  written	
  quotes	
  required	
  
• No,	
  more	
  than	
  $250k	
  -­‐	
  proceed	
  to	
  tender	
  
• All	
  contracts	
  above	
  $50k	
  published	
  on	
  Tenders	
  WA	
  
Value	
  more	
  than	
  
$250k	
  
• Open	
  Tender	
  
• Tender	
  panel	
  evaluation	
  &	
  approval	
  
• Non-­‐successful	
  tenderers	
  to	
  be	
  advised	
  
• Successful	
  tender	
  and	
  contract	
  published	
  on	
  Tenders	
  WA	
  
Contract	
  value	
  
exceeding	
  $5	
  million	
  
• Requires	
  additional	
  steps	
  in	
  the	
  tender	
  process	
  
• Procurement	
  Plan	
  
• Evaluation	
  Report	
  
• Contract	
  management	
  plan	
  
—  Govern	
  the	
  criteria	
  to	
  be	
  applied	
  WA	
  government	
  
procurement	
  and	
  in	
  simple	
  terms	
  require	
  any	
  procurement	
  
to	
  ensure:	
  	
  
—  Value	
  for	
  money	
  –	
  not	
  only	
  price	
  but	
  also	
  non-­‐price	
  value;	
  
—  A	
  transparent	
  and	
  fair	
  procurement	
  process	
  for	
  all;	
  
—  Open	
  and	
  effective	
  competition,	
  unless	
  the	
  specific	
  
exemptions	
  apply;	
  
—  Common	
  Use	
  Agreements	
  are	
  used	
  where	
  in	
  place;	
  
—  Appropriate	
  level	
  of	
  planning,	
  evaluation	
  and	
  management	
  of	
  
tenders	
  and	
  contracts;	
  
—  procurement	
  is	
  sustainable	
  and	
  takes	
  into	
  consideration	
  
environmental,	
  socio	
  and	
  economic	
  factors;	
  
—  The	
  proper	
  disposal	
  process	
  is	
  followed	
  for	
  disposal	
  of	
  Goods.	
  
—  Means:	
  
—  There	
  is	
  no	
  bias	
  in	
  tender	
  requests	
  
—  The	
  tender	
  states	
  contract	
  periods	
  
—  Winners	
  and	
  unsuccessful	
  candidates	
  know	
  of	
  the	
  
outcomes	
  
—  Allows	
  for	
  debrief	
  after	
  tenders	
  
—  Contract	
  award	
  information	
  is	
  published.	
  	
  
—  Exemptions	
  apply	
  but	
  are	
  regulated,	
  e.g.	
  
—  Emergency	
  
—  Buying	
  from	
  registered	
  indigenous	
  business	
  
—  Buying	
  from	
  disability	
  community	
  sector	
  
—  Similar	
  sourcing	
  in	
  past	
  12	
  months	
  
—  Tenders	
  are	
  published	
  but	
  quotes	
  are	
  not,	
  you	
  need	
  to	
  get	
  
invited	
  
—  Know	
  your	
  market	
  and	
  which	
  agency	
  to	
  target	
  
—  “Who	
  buys	
  what	
  and	
  how”	
  report	
  very	
  useful	
  
—  Tenders	
  	
  WA	
  
—  Market	
  yourself	
  to	
  the	
  State	
  Supply	
  Commission	
  purchasing	
  
officers	
  
—  List	
  on	
  Dept.	
  of	
  Finance	
  website	
  
—  Maintain	
  contact	
  but	
  don’t	
  hassle	
  them	
  
—  Be	
  competitive	
  
—  Seek	
  feedback	
  
—  No	
  preferred	
  suppliers	
  other	
  than	
  Common	
  Use	
  Agreement	
  
Suppliers	
  
Notes	
  on	
  How	
  to	
  Streamline	
  the	
  Process	
  for	
  
Tendering	
  for	
  Goods	
  and	
  Services	
  	
  
—  Where	
  to	
  find	
  Tenders?	
  
—  www.tenders.wa.gov.au	
  
—  Used	
  by	
  
—  Agencies	
  
—  Department	
  of	
  Finance	
  for	
  Common	
  Use	
  Agreement	
  &	
  on	
  behalf	
  of	
  
Agencies	
  
—  Tender	
  templates	
  are	
  generally	
  used	
  but	
  are	
  adjusted	
  for	
  the	
  
specific	
  tender	
  request,	
  thus	
  read	
  carefully	
  
—  Generally	
  
—  Part	
  A	
  –	
  tender	
  details,	
  contact,	
  briefings,	
  terms	
  and	
  conditions,	
  for	
  
information	
  not	
  return	
  
—  Part	
  B	
  –	
  tender	
  criteria,	
  details	
  and	
  pricing	
  –	
  to	
  be	
  completed	
  and	
  
returned	
  
—  “Tender”/”Request”	
  used	
  interchangeable	
  
—  “Offer”	
  term	
  used	
  for	
  tender	
  submission	
  
—  Take	
  the	
  time	
  to	
  read	
  part	
  A	
  carefully	
  
—  Requires	
  you	
  to	
  complete	
  and	
  submit	
  requirements	
  and	
  
schedules	
  regarding:	
  
—  Pre-­‐qualification	
  requirements	
  
—  Compliance	
  requirements	
  
—  Disclosure	
  requirements	
  
—  Selection	
  Criteria	
  
—  Insurance	
  requirements	
  
—  Price	
  
—  The	
  Workshop	
  runs	
  through	
  the	
  set	
  up	
  of	
  each	
  of	
  the	
  
areas	
  in	
  enough	
  detail	
  to	
  understand	
  what	
  is	
  required	
  
—  You	
  have	
  to	
  comply	
  with	
  all	
  the	
  pre-­‐qualification	
  
requirements	
  
—  Not	
  point	
  scored	
  
—  Any	
  “no”	
  will	
  eliminate	
  you	
  	
  
—  Examples	
  
—  Licensing	
  and	
  registrations	
  
—  Mandatory	
  site	
  briefing	
  
—  If	
  in	
  doubt,	
  contact	
  the	
  tender	
  contact	
  person	
  well	
  in	
  
advance	
  
—  Compliance	
  –	
  a	
  “no”	
  may	
  not	
  eliminate	
  
—  Disclosure	
  requirements	
  -­‐	
  e.g.	
  subcontractors,	
  criminal	
  
convictions	
  
—  Insurance	
  –	
  you	
  will	
  be	
  allowed	
  to	
  obtain	
  insurances	
  
upon	
  award	
  
—  	
  Negotiation	
  on	
  contract	
  terms	
  and	
  conditions	
  –	
  is	
  
allowed	
  but	
  is	
  a	
  risk,	
  can	
  either	
  request	
  changes	
  or	
  
reflect	
  increased	
  cost	
  in	
  pricing	
  
—  Pricing	
  –	
  if	
  issues	
  on	
  schedules	
  used,	
  raise	
  early	
  
—  Register	
  interest	
  in	
  tender	
  to	
  ensure	
  you	
  get	
  updates/
amendments	
  
—  The	
  Selection	
  Criteria	
  are	
  weighted	
  –	
  proportion	
  effort	
  
to	
  weighting	
  
—  Make	
  sure	
  you	
  complete	
  all	
  of	
  the	
  Selection	
  Criteria	
  
—  Criteria	
  examples	
  are	
  provided	
  at	
  the	
  workshop	
  
—  Examples	
  include:	
  
—  Suitability	
  
—  Timeframes	
  
—  Experience	
  
—  Local	
  content	
  
—  Skills	
  and	
  experience	
  
—  Important	
  part	
  of	
  showing	
  Value	
  for	
  Money	
  
—  Plan	
  to	
  submit	
  early	
  
—  Submit	
  as	
  per	
  the	
  tender	
  submission	
  requirements	
  
—  Late	
  tenders	
  will	
  not	
  be	
  considered	
  
—  Electronic	
  submission	
  does	
  not	
  mean	
  sending	
  by	
  email	
  
—  Electronic	
  is	
  electronic	
  upload	
  on	
  the	
  Tenders	
  WA	
  
website	
  
—  Can	
  withdraw	
  an	
  offer	
  at	
  any	
  stage	
  
—  WA	
  different	
  to	
  other	
  states	
  
—  If	
  there	
  are	
  issues	
  with	
  validity	
  period	
  required	
  for	
  offer,	
  
take	
  this	
  up	
  with	
  the	
  Tender	
  Contact	
  early	
  on	
  (e.g.	
  the	
  
impact	
  on	
  pricing/exchange	
  rates)	
  
—  Approval	
  process	
  dependent	
  on	
  value	
  of	
  contract	
  
—  Process	
  can	
  take	
  time	
  
—  Winners	
  and	
  non-­‐winners	
  are	
  informed	
  of	
  the	
  outcome	
  
—  Post	
  tender	
  debrief	
  is	
  available	
  upon	
  request	
  
—  Debrief	
  specific	
  to	
  your	
  tender	
  
—  Cannot	
  disclose	
  details	
  of	
  others	
  
—  Can	
  disclose	
  who	
  won	
  and	
  the	
  total	
  contract	
  value	
  
—  Highly	
  recommended	
  to	
  request	
  debrief	
  
—  Details	
  of	
  successful	
  tenderer	
  and	
  total	
  contract	
  value	
  
posted	
  on	
  Tenders	
  WA	
  
THE	
  REAL	
  REASON	
  WHY	
  WE	
  ATTEND	
  THE	
  WORKSHOP	
  –	
  TO	
  GET	
  
THE	
  HANDY	
  TIPS	
  AND	
  ADVICE	
  
—  Complete	
  pricing	
  details	
  as	
  requested	
  in	
  tender	
  
—  If	
  you	
  want	
  to	
  change,	
  discuss	
  early	
  with	
  Tender	
  Contact	
  
—  If	
  wrong,	
  changes	
  can	
  be	
  made	
  and	
  issued	
  on	
  Tenders	
  
WA	
  
—  Remember	
  that	
  evaluation	
  panel	
  needs	
  to	
  be	
  able	
  to	
  
compare	
  apples	
  to	
  apples	
  	
  
—  Using	
  a	
  different	
  pricing	
  schedule	
  makes	
  it	
  more	
  
difficult	
  and	
  is	
  a	
  risk	
  
—  Depends	
  on	
  value	
  of	
  contract	
  
—  Content	
  matters	
  
—  Answer	
  all	
  the	
  selection	
  criteria	
  
—  Take	
  time	
  to	
  show	
  relevant	
  Experience	
  	
  	
  
—  ensure	
  spend	
  enough	
  time	
  on	
  it	
  and	
  that	
  it	
  is	
  relevant	
  to	
  
the	
  tender	
  request	
  and	
  scope	
  
—  Show	
  what	
  you	
  have	
  done	
  and	
  how	
  it	
  is	
  similar	
  
—  Include	
  proof	
  of	
  performance	
  e.g.	
  testimonials	
  
—  Do	
  not	
  clutter	
  response	
  with	
  unnecessary	
  information	
  
—  Brochures	
  etc.	
  can	
  be	
  added	
  but	
  include	
  as	
  a	
  reference	
  
and	
  attach	
  at	
  the	
  back	
  of	
  submission	
  
—  Avoid	
  acronyms	
  
—  Spell	
  out	
  technical	
  terms	
  
—  Submit	
  ON	
  TIME	
  
—  2h30	
  is	
  not	
  2h31	
  
—  Late	
  tenders	
  will	
  not	
  be	
  accepted	
  
—  Answer	
  every	
  tender	
  as	
  if	
  you	
  have	
  never	
  done	
  work	
  for	
  the	
  
government	
  
—  Don’t	
  assume	
  because	
  you	
  have	
  done	
  work	
  before,	
  that	
  
your	
  company	
  is	
  known	
  
—  IF	
  IN	
  DOUBT,	
  ASK	
  AND	
  ASK	
  EARLY	
  ON	
  IN	
  THE	
  PROCESS	
  
—  Make	
  sure	
  you	
  attend	
  one	
  of	
  the	
  information	
  workshops,	
  it	
  
is	
  certainly	
  worthwhile	
  
	
  
—  State	
  Supply	
  Commission	
  	
  
—  (08)	
  6551	
  1500	
  
—  enquiries@ssc.wa.gov.au	
  
—  Tender	
  Systems	
  –	
  Procurement	
  Systems	
  Support	
  
—  (08)	
  6551	
  2020	
  
—  procurementsystems@finance.wa.gov.au	
  
—  General	
  Tender	
  Queries	
  –	
  Tender	
  Services	
  
—  (08)	
  6551	
  2345	
  
—  tenderingservices@finance.wa.gov.au	
  
—  Specific	
  Tender:	
  
—  Tender	
  Contact	
  listed	
  in	
  the	
  specific	
  tender	
  
—  We	
  help	
  companies	
  with	
  writing,	
  preparing	
  and	
  
submitting	
  tenders.	
  	
  Please	
  visit	
  our	
  website	
  for	
  more	
  
detail:	
  
—  www.IchibanCommercialSolutions.com.au	
  	
  
—  Read	
  our	
  blog	
  on	
  “How	
  to	
  Tender	
  for	
  Success”	
  	
  
—  http://ichibancommercialsolutions.com.au/how-­‐to-­‐tender-­‐
for-­‐success/	
  	
  
—  Download	
  our	
  free	
  tender	
  checklist	
  
—  http://ichibancommercialsolutions.com.au/free-­‐resources/	
  	
  
—  Ichiban	
  Commercial	
  Solutions	
  Pty	
  Ltd	
  provide	
  
procurement,	
  tender	
  and	
  risk	
  services	
  to	
  medium	
  and	
  
large	
  companies.	
  It	
  is	
  our	
  aim	
  to	
  work	
  together	
  with	
  our	
  
clients	
  to	
  find	
  fit-­‐for-­‐purpose	
  solutions	
  that	
  will	
  unlock	
  
value	
  and	
  result	
  in	
  sustainable	
  savings	
  and	
  process	
  
improvements.	
  	
  
—  With	
  over	
  19	
  years	
  experience,	
  Celia	
  Jordaan	
  has	
  
worked	
  in	
  different	
  countries,	
  locations	
  and	
  cultures	
  in	
  
the	
  areas	
  of	
  procurement,	
  supply	
  chain,	
  contract	
  
management,	
  law	
  and	
  risk.	
  She	
  has	
  also	
  worked	
  in	
  the	
  
area	
  of	
  risk	
  management,	
  contractor	
  management	
  and	
  
safety.	
  
	
  
—  Celia	
  Jordaan	
  
—  Principal	
  Consultant	
  
—  m:	
  +61	
  (0)439518910	
  
—  e:	
  celia@IchibanCommercialSolutions.com.au	
  
—  w:	
  www.IchibanCommercialSolutions.com.au	
  
—  Grab	
  the	
  free	
  resources	
  on	
  our	
  
website	
  www.IchibanCommercialSolutions.com.au	
  and	
  
register	
  for	
  our	
  monthly	
  newsletter	
  with	
  procurement	
  
tips	
  and	
  invitations	
  to	
  future	
  workshops.	
  	
  
May	
  you	
  have	
  many	
  successful	
  tenders!	
  
“If	
  you	
  don’t	
  see	
  yourself	
  as	
  a	
  winner,	
  then	
  you	
  can	
  
never	
  perform	
  as	
  a	
  winner.”	
  
Zig	
  Ziglar	
  
“I	
  do	
  not	
  think	
  there	
  is	
  any	
  other	
  quality	
  so	
  essential	
  to	
  
success	
  of	
  any	
  kind	
  as	
  the	
  quality	
  of	
  perseverance.	
  It	
  
overcomes	
  almost	
  everything”	
  
John	
  D.	
  Rockefeller	
  

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How to Improve your Chances for Success with Government Tenders

  • 1. HOW  TO  IMPROVE  YOUR  CHANCES  FOR  SUCCESS     WESTERN  AUSTRALIA     Prepared  by:   Celia  Jordaan   Ichiban  Commercials  Solutions  Pty   Ltd  
  • 2. GOODS  AND  SERVICES   WHO,  WHAT  AND  WHERE  IN  WESTERN  AUSTRALIA  GOVERNMENT?    
  • 3. —  Workshop  presented  by  the  Dept.  of  Finance,  Perth  on   17/11/15   —  Focus  on  Goods  and  Services  Procurement   —  Focus  on  Western  Australia   —  Purpose  of  the  workshop  was  to:   —  Explain  the  role  of  the  Dept.  of  Finance  and  the  State   Supply  Commission   —  Provide  detail  on  State  Supply  Policies  and  how  it  applies   —  Step  through  the  quote  and  tender  process     —  Explain  where  to  find  further  information  and  assistance   —  Provide  handy  tips  on  submitting  tenders  
  • 4. —  It  is  certainly  worthwhile  attending  one  of  these  sessions.   The  sessions  are  well  presented  and  the  intent  is  to  provide   the  maximum  opportunity  for  business  to  get  to  tender  and   to  win  tenders.   —  As  an  added  bonus,  the  presenters  also  shared  some  handy   tips  as  part  of  the  process.  It  certainly  is  worthwhile   attending  one  of  these  sessions  if  you  are  tendering  on   providing  government  goods  and  services,  do  not  have   success  in  your  tenders  or  have  not  done  so  already.   —   My  presentation  is  certainly  not  here  to  replace  the   workshop  or  to  duplicate  the  information  but  is  a  summary   of  the  points  and  pointers  I  took  from  the  session.    
  • 5. —  Department  of  Finance   —  www.finance.wa.gov.au   —  Very  useful  information  on  policies,  process  and  WA   Government  spending  reports   —  List  State  Supply  Commission  Purchasing  Officers     —  Tenders  WA   —  www.tenders.wa.gov.au   —  The  place  to  go  for  WA  Government  tenders   —  All  contracts  above  $50k  are  published  on  Tenders  WA   —  Contracts  WA   —  www.contractswa.finance.gov.au   —  Details  about  Common  Use  Agreements   —  Note  $values  used  are  inclusive  of  GST  
  • 6. Is  there  a  CuA  in   place?   • Yes  -­‐  then  the  Common  Use  Agreement  (CUA)  should  be  used  where  possible  and  where  prescribed   • No  -­‐  then  proceed  to  quote  or  tender   • All  CUAs  published  on  Contracts  WA   Is  the  value  more   than  $50k?   • No  -­‐  buying  done  through  quotes  (either  verbal  or  written   • Yes  -­‐  proceed  to  written  quotes  or  tender   Is  the  value   between  $50k  and   $250k?   • Yes  -­‐  written  quotes  required   • No,  more  than  $250k  -­‐  proceed  to  tender   • All  contracts  above  $50k  published  on  Tenders  WA   Value  more  than   $250k   • Open  Tender   • Tender  panel  evaluation  &  approval   • Non-­‐successful  tenderers  to  be  advised   • Successful  tender  and  contract  published  on  Tenders  WA   Contract  value   exceeding  $5  million   • Requires  additional  steps  in  the  tender  process   • Procurement  Plan   • Evaluation  Report   • Contract  management  plan  
  • 7. —  Govern  the  criteria  to  be  applied  WA  government   procurement  and  in  simple  terms  require  any  procurement   to  ensure:     —  Value  for  money  –  not  only  price  but  also  non-­‐price  value;   —  A  transparent  and  fair  procurement  process  for  all;   —  Open  and  effective  competition,  unless  the  specific   exemptions  apply;   —  Common  Use  Agreements  are  used  where  in  place;   —  Appropriate  level  of  planning,  evaluation  and  management  of   tenders  and  contracts;   —  procurement  is  sustainable  and  takes  into  consideration   environmental,  socio  and  economic  factors;   —  The  proper  disposal  process  is  followed  for  disposal  of  Goods.  
  • 8. —  Means:   —  There  is  no  bias  in  tender  requests   —  The  tender  states  contract  periods   —  Winners  and  unsuccessful  candidates  know  of  the   outcomes   —  Allows  for  debrief  after  tenders   —  Contract  award  information  is  published.     —  Exemptions  apply  but  are  regulated,  e.g.   —  Emergency   —  Buying  from  registered  indigenous  business   —  Buying  from  disability  community  sector   —  Similar  sourcing  in  past  12  months  
  • 9. —  Tenders  are  published  but  quotes  are  not,  you  need  to  get   invited   —  Know  your  market  and  which  agency  to  target   —  “Who  buys  what  and  how”  report  very  useful   —  Tenders    WA   —  Market  yourself  to  the  State  Supply  Commission  purchasing   officers   —  List  on  Dept.  of  Finance  website   —  Maintain  contact  but  don’t  hassle  them   —  Be  competitive   —  Seek  feedback   —  No  preferred  suppliers  other  than  Common  Use  Agreement   Suppliers  
  • 10. Notes  on  How  to  Streamline  the  Process  for   Tendering  for  Goods  and  Services    
  • 11. —  Where  to  find  Tenders?   —  www.tenders.wa.gov.au   —  Used  by   —  Agencies   —  Department  of  Finance  for  Common  Use  Agreement  &  on  behalf  of   Agencies   —  Tender  templates  are  generally  used  but  are  adjusted  for  the   specific  tender  request,  thus  read  carefully   —  Generally   —  Part  A  –  tender  details,  contact,  briefings,  terms  and  conditions,  for   information  not  return   —  Part  B  –  tender  criteria,  details  and  pricing  –  to  be  completed  and   returned   —  “Tender”/”Request”  used  interchangeable   —  “Offer”  term  used  for  tender  submission   —  Take  the  time  to  read  part  A  carefully  
  • 12. —  Requires  you  to  complete  and  submit  requirements  and   schedules  regarding:   —  Pre-­‐qualification  requirements   —  Compliance  requirements   —  Disclosure  requirements   —  Selection  Criteria   —  Insurance  requirements   —  Price   —  The  Workshop  runs  through  the  set  up  of  each  of  the   areas  in  enough  detail  to  understand  what  is  required  
  • 13. —  You  have  to  comply  with  all  the  pre-­‐qualification   requirements   —  Not  point  scored   —  Any  “no”  will  eliminate  you     —  Examples   —  Licensing  and  registrations   —  Mandatory  site  briefing   —  If  in  doubt,  contact  the  tender  contact  person  well  in   advance  
  • 14. —  Compliance  –  a  “no”  may  not  eliminate   —  Disclosure  requirements  -­‐  e.g.  subcontractors,  criminal   convictions   —  Insurance  –  you  will  be  allowed  to  obtain  insurances   upon  award   —   Negotiation  on  contract  terms  and  conditions  –  is   allowed  but  is  a  risk,  can  either  request  changes  or   reflect  increased  cost  in  pricing   —  Pricing  –  if  issues  on  schedules  used,  raise  early   —  Register  interest  in  tender  to  ensure  you  get  updates/ amendments  
  • 15. —  The  Selection  Criteria  are  weighted  –  proportion  effort   to  weighting   —  Make  sure  you  complete  all  of  the  Selection  Criteria   —  Criteria  examples  are  provided  at  the  workshop   —  Examples  include:   —  Suitability   —  Timeframes   —  Experience   —  Local  content   —  Skills  and  experience   —  Important  part  of  showing  Value  for  Money  
  • 16. —  Plan  to  submit  early   —  Submit  as  per  the  tender  submission  requirements   —  Late  tenders  will  not  be  considered   —  Electronic  submission  does  not  mean  sending  by  email   —  Electronic  is  electronic  upload  on  the  Tenders  WA   website   —  Can  withdraw  an  offer  at  any  stage   —  WA  different  to  other  states   —  If  there  are  issues  with  validity  period  required  for  offer,   take  this  up  with  the  Tender  Contact  early  on  (e.g.  the   impact  on  pricing/exchange  rates)  
  • 17. —  Approval  process  dependent  on  value  of  contract   —  Process  can  take  time   —  Winners  and  non-­‐winners  are  informed  of  the  outcome   —  Post  tender  debrief  is  available  upon  request   —  Debrief  specific  to  your  tender   —  Cannot  disclose  details  of  others   —  Can  disclose  who  won  and  the  total  contract  value   —  Highly  recommended  to  request  debrief   —  Details  of  successful  tenderer  and  total  contract  value   posted  on  Tenders  WA  
  • 18. THE  REAL  REASON  WHY  WE  ATTEND  THE  WORKSHOP  –  TO  GET   THE  HANDY  TIPS  AND  ADVICE  
  • 19. —  Complete  pricing  details  as  requested  in  tender   —  If  you  want  to  change,  discuss  early  with  Tender  Contact   —  If  wrong,  changes  can  be  made  and  issued  on  Tenders   WA   —  Remember  that  evaluation  panel  needs  to  be  able  to   compare  apples  to  apples     —  Using  a  different  pricing  schedule  makes  it  more   difficult  and  is  a  risk  
  • 20. —  Depends  on  value  of  contract   —  Content  matters   —  Answer  all  the  selection  criteria   —  Take  time  to  show  relevant  Experience       —  ensure  spend  enough  time  on  it  and  that  it  is  relevant  to   the  tender  request  and  scope   —  Show  what  you  have  done  and  how  it  is  similar   —  Include  proof  of  performance  e.g.  testimonials   —  Do  not  clutter  response  with  unnecessary  information   —  Brochures  etc.  can  be  added  but  include  as  a  reference   and  attach  at  the  back  of  submission  
  • 21. —  Avoid  acronyms   —  Spell  out  technical  terms   —  Submit  ON  TIME   —  2h30  is  not  2h31   —  Late  tenders  will  not  be  accepted   —  Answer  every  tender  as  if  you  have  never  done  work  for  the   government   —  Don’t  assume  because  you  have  done  work  before,  that   your  company  is  known   —  IF  IN  DOUBT,  ASK  AND  ASK  EARLY  ON  IN  THE  PROCESS   —  Make  sure  you  attend  one  of  the  information  workshops,  it   is  certainly  worthwhile    
  • 22. —  State  Supply  Commission     —  (08)  6551  1500   —  enquiries@ssc.wa.gov.au   —  Tender  Systems  –  Procurement  Systems  Support   —  (08)  6551  2020   —  procurementsystems@finance.wa.gov.au   —  General  Tender  Queries  –  Tender  Services   —  (08)  6551  2345   —  tenderingservices@finance.wa.gov.au   —  Specific  Tender:   —  Tender  Contact  listed  in  the  specific  tender  
  • 23.
  • 24. —  We  help  companies  with  writing,  preparing  and   submitting  tenders.    Please  visit  our  website  for  more   detail:   —  www.IchibanCommercialSolutions.com.au     —  Read  our  blog  on  “How  to  Tender  for  Success”     —  http://ichibancommercialsolutions.com.au/how-­‐to-­‐tender-­‐ for-­‐success/     —  Download  our  free  tender  checklist   —  http://ichibancommercialsolutions.com.au/free-­‐resources/    
  • 25. —  Ichiban  Commercial  Solutions  Pty  Ltd  provide   procurement,  tender  and  risk  services  to  medium  and   large  companies.  It  is  our  aim  to  work  together  with  our   clients  to  find  fit-­‐for-­‐purpose  solutions  that  will  unlock   value  and  result  in  sustainable  savings  and  process   improvements.     —  With  over  19  years  experience,  Celia  Jordaan  has   worked  in  different  countries,  locations  and  cultures  in   the  areas  of  procurement,  supply  chain,  contract   management,  law  and  risk.  She  has  also  worked  in  the   area  of  risk  management,  contractor  management  and   safety.    
  • 26. —  Celia  Jordaan   —  Principal  Consultant   —  m:  +61  (0)439518910   —  e:  celia@IchibanCommercialSolutions.com.au   —  w:  www.IchibanCommercialSolutions.com.au   —  Grab  the  free  resources  on  our   website  www.IchibanCommercialSolutions.com.au  and   register  for  our  monthly  newsletter  with  procurement   tips  and  invitations  to  future  workshops.    
  • 27. May  you  have  many  successful  tenders!   “If  you  don’t  see  yourself  as  a  winner,  then  you  can   never  perform  as  a  winner.”   Zig  Ziglar   “I  do  not  think  there  is  any  other  quality  so  essential  to   success  of  any  kind  as  the  quality  of  perseverance.  It   overcomes  almost  everything”   John  D.  Rockefeller