Undertake post-submission activities
Overview
This standard is for you if you are involved in the bid post-submission activities. It is relevant to in-house bid managers, other related professionals, sales, marketing and business development teams, quality assurance teams and business owners.
Performance criteria
You must be able to:
- respond to customer request(s) for further information to support the bid, if required
- take part in post submission activities as requested by the buyer / funder
- make amendments to the bid in line with the customer's feedback, and re-submit
- receive the final customer decision and obtain customer's feedback on the bid
- review your organisation's bidding process, identifying reasons why the bid was successful / unsuccessful
- seek further clarification on the decision from the buyer / funder, and where appropriate, decide on whether to appeal or lodge a complaint
- ensure the bid and supporting documentation are added to the bid library, or suitably filed for future reference
- obtain and analyse the feedback from the bid team and the key stakeholders
- identify the lessons learnt for your organisation's future bids
- agree and implement an action plan based on lessons learnt review
- ensure that lessons learnt are incorporated within your organisation's bid strategy.
Knowledge and Understanding
You need to know and understand:
- the relevant legal, regulatory and ethical requirements that relate to bidding
- the current best practice(s) relevant to the bid post-submission activities
- how to collate and provide further information to support the bid
- the standard post-submission activities, such as clarification questions, all relevant paperwork, presentations, demonstrations, scenario days, site visits
- the negotiation, competitive dialogue and e-auction processes, including how to achieve a realistic final offer
- the methods for obtaining feedback from buyers / funders
- the relevant legal framework of the bidding process and the factors to consider before making an appeal or lodging a complaint
- the methods of collecting and analysing the bid process experience to generate lessons learnt
- how to use lessons learnt to improve your organisation's bidding processes and chances of future success
- how to incorporate lessons learnt into your organisation's strategy.
Scope/range
Scope Performance
Scope Knowledge
Values
Behaviours
Skills
- Business strategy
- Interpersonal skills
- Information collection and analysis
- Negotiating
- Presentation skills
- Process evaluation
Glossary
E-auctions: electronic auctions (or reverse electronic auctions) are on-line auctions where selected bidders submit offers electronically against the purchaser's specification. All communication following and including the invitation to pre-qualified bidders to submit new prices and/or values must be electronic.
Lessons learnt:** is knowledge or understanding gained by experience that has a significant impact for an organisation. The experience may be either positive or negative. Successes are also sources of lessons learnt.
Links To Other NOS
CFABAA617 Develop a presentation
CFABAA623 Deliver a presentation
CFABAG124 Negotiate in a business environment
External Links
Gov. UK – How to make a freedom of information (FOI) request
https://www.gov.uk/make-a-freedom-of-information-request/the-freedom-of-information-act