Bidding for Contracts
Funding the Future
Derek Smith
www.leapfrogconsultancy.co.uk
Session Outline
The changing Government Agenda
Implications for organisations
Difference between a grant and a contract
The tendering procedure
Golden rules of Statutory Fundraising
The changing Government Agenda
Partnership & improved delivery at the sub-regional level
Double devolution to ensure funding meets local needs and is responsive
Changing role of Local agencies acting as commissioners
Efficiency savings of 3% p.a. required.
The Government Agenda
A new duty to ensure community participation, involvement and choice
Sustainable community strategies will deliver social inclusion and partnership
Mixed use of grants and contracts available for 3 years+
Principles of commissioning to be established with a 'level playing field'
Commissioning Frameworks
Switch from grant aid to contracts
Funding concentrated in fewer hands. Over two thirds of funding is in the hands of 2% of organisations
Increased competition from Community Interest Companies, private & statutory sector (partnership opportunities)
Efficiency gains continue to drive funding, integration will grow in importance.
The Implications being...
Fundraising; more streamlined, bids completed quicker and to a higher standard
Local knowledge, partnership and flexibility is becoming more important
This must be underpinned by systems and support that can deliver consistency, standards and innovation
Demands for an evidence based approach will grow
Evidence & Track Record
Outcomes: what the project is trying to achieve for beneficiaries, employers, organisations, the community and/or region.
Activities: are what you are doing.
Outputs: what is achieved by a project e.g. staff trained, qualifications, numbers into work.
Use a sentence and paragraph structure providing aims, activities and outputs (use the commissioner's outputs and provide evidence where possible)
GRANT/SPONSORSHIP
A gift
Non EU compliant
Conditions guide the recipient
Repayment may be required
Award is subject to Grant Agreement
Qualities and experience of partner critical
Conditional
No financial advantage
CONTRACT
A fee
EU Compliant
Conditions set out obligations
Remedy is damages
Extensive terms and condition
Award based on Value for Money
Contractual relationship
Financial advantage
The Bidding Process
Scoring Framework
No scores
Weightings for each section
Scores for each section
Scores for each section with explanation of what will provide a high score.
Be aware! Bids may be considered on a met or exceeded basis
Check for critical or 'gateway' questions
Justification for Scoring
Provides a fair and transparent system
Gives confidence that an organisation is capable of delivering for the period of the contract
Benchmarks against best practice
Separates winners and losers
Sets an acceptable standard
Ensures that the contract meets the aims of the funders
Final Decisions
Evaluation will vary greatly but may include:
Bids marked by a scoring panel which makes recommendations
Moderation, internal or external
Executive decision making
Presentations may occur at any stage
Final Decisions:
Panel will rely on your short project description.
Only bids exceeding scoring criteria will move to final strategic decision making.
Political and other factors may be critical.
All bids will be subject to a reality check
Golden Rules & Tips
Convince the commissioner that your bid demonstrates that you understand and can meet their aims, outputs and concerns.
Developing a project to fit a bid will make it much more likely to be funded than trying to fit a project into the funding.
Use an evidence based approach when answering questions; rely on your track record and evidence framework.
Technical answers must be underpinned by good practice.
Follow instructions exactly; provide what is asked for.
Lead with the need; beneficiary, community and funder
Statutory Fundraising is about margins not turnover
Basic Tips
Criteria can be pre-researched as they tend to be similar across funding bodies
Use the opportunity to attend meetings and training to seek additional information.
Consider what your organisation can provide over and above your competitors
Provide answers that reflect a partnership approach, what is it you will be doing on their behalf?
Demonstrate that you have an understanding of good practice and can deliver to standard, benchmarked if possible
Ensure your final bid is checked by someone that has the knowledge to comment
For information on training courses and bid support contact Derek Smith 07968 550 262