I. bidding documents and plans
1. Different bidding documents and Schemes
Bidding documents belong to a special formal scheme. In terms of type requirements, they should also comply with the general requirements of the Scheme. Therefore, the content prompted in the previous chapter should be satisfied and paid attention, the two have the following differences.
L different purposes:
-Bidding Documents: winning the award.
-Solution: fulfill customer requirements.
L different objects:
-Tender: evaluated by: expert... (Not very familiar with the project background) Currently, the IT evaluation process is generally about five experts who spend half a day to evaluate the bidding documents, some bid evaluations allow Party A to participate in the evaluation, some do not allow Party A to participate in the evaluation, and some do not even allow Party A to participate in the evaluation, even if they participate in the evaluation, they are not allowed to express a biased opinion. In this case, there is not a sufficient communication environment, and all the previous technical preparations are concentrated in the bidding documents, and the target is experts who have experience in bidding evaluation but may not be familiar with the situation.
-Solution: customer (very familiar with the project background)
L different conditions:
-Bidding Documents: only one chance. Bidding documents are the final opportunity for users to select service providers after their needs are clearly defined. Therefore, the user's focus is not only on the excellence of the solution, but also on winning the bidding price. Therefore, it is generally not intended for correction.
-Solution: it can be modified multiple times. The interaction process of the solution is actually a process in which users clearly define their needs. When the needs need further consideration, users may ask to pick up the solution again.
L different evaluation criteria:
-Bidding Documents: based on the expert experience of the bid reviewer, comprehensive evaluation of view and reading. Because the review of bids is a professional review expert or personnel of all parties, the review criteria are more fair and without objection, formal, professional, clear, and compliant tabulation is very important. In addition, the bidding documents are scored in strict accordance with the preset scoring standards, and the rights of experts are limited.
-Solution: the customer analyzes and determines based on the actual situation. The solution is mainly determined by Party A according to the requirements. The standards at this time are vague. Sometimes a very rough solution will attract users to reconsider if there are any bright spots.
2. Basic Requirements for bids:
L help to communicate with readers of your bidding documents. From this point of view, the bidding document is a thesis based on user requirements. The logical structure and language must be clear and readable. Considering that the bid evaluation experts generally have good academic experience, many of them are professors and directors, and the bidding language should be good for readers.
L demonstrate your thoughts and ideas. If you do not have a clear idea of the entire solution, you cannot write a bidding document. Before bidding, you must clearly understand the overall thinking and the relationship between each part. The necessary brainstorming and pre-review are also required for clearer presentation. If there is no conclusion or confusion or controversy, do not expect to be confused. For example, field analysis or even important points should be focused on describing possible difficulties, solutions, and selection processes, the odds are usually increased.
L respond to the bidding documents. Pay close attention to the detailed requirements of the bidding requirements document. Generally, Party A will not write certain requirements at will. In this case, Party A needs or competitors to persuade Party A to propose such requirements. Pay special attention to special and unconventional requirements. A response is required in the bidding documents. Do not directly refute the response. You should give suggestions, opinions, and conclusions with a more euphemistic attitude and clear conclusions.
Respond to customer needs. The requirements of many customers are not reflected in the bidding documents. If the description is very detailed and targeted, it is very convincing for the evaluation experts.
Ii. Main content of commercial bidding documents:
Bidding documents are divided into commercial and technical parts, and some bidding requirements are divided into commercial and technical bidding documents.
1. Composition of commercial bidding documents
L content of the subject of the Tender (in the format of the invitation document ). It should be noted that the bid evaluation experts should read a large number of texts for the bid evaluation on site. At this time, they must strictly follow the format of the bid documents to be invited, when necessary, it is necessary to differentiate parts in different forms of paper or labels, so that experts can compare different service providers.
L Bidding Quotation and product list. If the bidding documents are provided with a bidding quotation, the quotation shall be filled in according to the standard quotation form. If no quotation form is provided, the quotation shall be carefully designed. A good quote can help the experts to compare and filter the quotation, and also help the service provider to negotiate the price. For example, a more detailed and reasonable quote is not likely to be greatly reduced during price negotiation. In addition, if the quotation list is complex and long, You Need To summarize the quotation of each part and have a clear total quotation of each part. Make sure that the quotation is calculated. Do not calculate errors, duplicates, or missing items, especially when using exle for automatic calculation.
L qualification certificate. Pay close attention to the qualification certificates required for the invitation to tender documents. In addition, you should take the user reports, qualifications, and cases that may be provided by potential competitors carefully; provide the qualifications higher than the invitation documents as much as possible; for joint bidding, both parties or parties must be provided with qualifications. If the local service team is required, evidence documents must be provided. For the designed products, the necessary certificates and documents should be provided; special attention should be paid to legal consistency requirements for qualifications for using affiliated companies (such as group companies.
L Project Team Introduction. The introduction of the project team should be realistic, and not necessarily involve the company's senior executives in the project process. The introduction of the team's qualifications should pay attention to the division of roles, age combinations and qualification requirements; highlight the successful experience of team members in similar projects.
L Company Profile. Company profiles should be abbreviated or rewritten in a targeted manner to highlight content closely related to the project.
L Company after-sales service system and training system introduction. Generally, this article is easy to confuse with the corresponding part of the technical expression. Pay special attention to which part should be placed. If both the business part and the technical part are required, what are the focuses; this item is often included in the scoring standard. Therefore, you should carefully describe your company's project management, after-sales service and training system to meet your bidding requirements, it must also comply with mainstream international and domestic standards.
L device overview. Device Introduction: You need to submit the case, usage, and certificate of the device.
L typical (successful) application cases in the industry. In the case of success, pay special attention to putting similar project experience before comparison.
L all information that is beneficial to the current bidding. Some organizations will submit award certificates, patents, intellectual property certificates, horizontal and vertical subject certificates and other proof information associated with the project.
2. Composition of technical bidding documents
L Summary of the bidding documents. Abstract: The description is not only a summary of each part, but also a homepage explanation of the bidder's thoughts. It should be paid a lot of effort and important to win experts.
L background. The necessity and consideration of the project should be discussed and explained from the aspects of industry and user basic information. This is a very important part of reflecting the pertinence of bidding documents.
L mainly designs bidding documents. The design of the project is the main part of the bidding documents. Considering that experts may not be very clear about the technology involved in the bidding documents, the logical relationship of this part is very important, logic discussion should be conducted from the technical direction, product direction, product selection, performance price comparison, and other aspects. It is very important to select a suitable solution for Party A from a neutral standpoint.
L project implementation plan. The project implementation plan should be feasible and meet the requirements. This is also a frequent scoring point. The implementation plan should use professional tools (such as projects) as much as possible. The project management architecture should be very clear, such as ISO9000 and CMM, the qualifications required by the bidding documents must be consistent with the technical system for project implementation. For example, if the qualifications require CMM, the project management plan should be based on CMM.
L risk control and quality control plan. Risk control measures should be implemented, and the quality system should be clear and comply with the invitation documents requirements.
L after-sales service plan. The after-sales service plan is usually a scoring point and should meet the invitation requirements. Important service commitments and periods should be highlighted in the form of a bold or table.
L product introduction. The product introduction should be placed in a non-prominent place, such as the appendix. The important performance of the product can be advanced or highlighted. If necessary, the product description page of the manufacturer can be cut into the bidding documents for binding.
3. How to design a beautiful bidding document
1. General requirements on the whole
L overall view-each part of the tender documents is self-contained and mutually dependent.
L it is technically feasible and concise.
L the product list is correct.
L clear directory structure-(clear thinking ).
L the entire text is well-organized and consistent in style.
L both catering to the reader's psychological habits and innovative.
For example, if a comprehensive solution bidding document requires many parts, we can draw a logical relationship diagram of each part of the chapter and briefly discuss it so that it is easy for experts to review it. Is a logical structure with six parts.
2. Summary
Abstract description is an overall description of a bidding document. It not only reflects the brief content of each part, but also reflects the bidder's Overall Ideas and ideas. Sometimes it is called the general manager's abstract or special description. It contains the following content:
L-objectives of the bidding documents:
L-strategic recommendations:
L-notes:
L-advantages of bidding documents:
L-other things that need to attract the reader's eye
3. directory structure
The directory is not only automatically generated, but also reflects the overall logical structure. The evaluation experts often obtain the first impression of the bidding documents through the directory. A good catalog should reflect meticulous thinking and clear content. Experts also obtain important characteristics and basic knowledge and skills of the bidder. Therefore, if the bidder integrates the solutions of multiple manufacturers, the solution should be re-integrated and adjusted in the directory.
Example: Before Adjustment
After adjustment:
4. taboos for writing bids:
L other items or other customer names appear in the bidding documents. Many bidding documents use the materials of other cases and forget to correct users. This is very easy to be rejected at the bid site and is not considered serious. Therefore, special personnel are required for inspection.
L incorrect Topology Design. The topology and logic diagram are the focus of expert review. Do not have structural errors, or name errors (for example, many bidders write the logic diagram as a topology ). The logo of the image should be clear. It is best to clearly mark the drawing and validation personnel.
L conflicts between the bidding documents. Many bidding documents are completed by different persons, and must be corrected in case of inconsistency between the original and original descriptions. It is best to arrange for someone to read the draft and arrange a special review meeting before bidding.
L the directory structure is chaotic, non-logical, and independent.
L too much talk and nonsense, so the language is too wordy and there is nothing to say. This situation can easily occur when extracting information on the network, you should pay attention to it.
L incorrect wording when making sentences. It is a trivial matter, but it is easy to dislike the experts, especially when summaries, important places, and multiple times appear.