Developing even a straightforward bid can mean that you accumulate a mass of disparate information about the client, the contract and its context - faxes and e-mails, documents of all kinds, notes of meetings jotted down on scraps of paper, contact details entered into diaries and organizers, not to mention the knowledge that never gets written down but survives perilously in your memory. All this information may be highly relevant, but the next time you need to prepare a bid for the client, will it be readily to hand to make the task easier? Not unless you have a system for recording and managing the information and a means of storing it conveniently and securely.
Small-scale bids may call for nothing more sophisticated than a box file or card index. Complex tenders may require a database solution such as FileMaker Pro. The important point is to keep bid information in a structured form that allows immediate access and avoids the need to repeat basic research. That is the purpose of the bid record shown in Figure 8.3. It attempts to be comprehensive and so may look too daunting for everyday use; but it can be pared down to include only essential categories of information. The record can be supplemented by an archive of related information such as material gathered from marketing research and intelligence, plans and statistical reports, corporate documentation, etc. Records of bids for work overseas may involve the addition of further data entries, eg time zone information and visa requirements.
Office use
Project log no.
File reference
Date project registered
Date file opened
Manager responsible
Client data
Country / region
Client title / department
Client address and communication data (e-mail / fax / phone)
Client contacts
Past ref. / file nos.
Regional / local material held
Bid invitation: date received / acknowledged
Project data
Project outline (2 lines)
Funding details (if applicable)
Estimated duration
Estimated start date
Work location(s)
Revenue assessment
Management data
Partner / Director / Associate responsible
Bid manager
Bid planning meeting: date
Bid development worksheet?
Bid response matrix?
Quality management procedure
Designated team leader
Bid cost assessment
Bid cost outturn
Submission data
Deadline: date / time
Submission address
Delivery action: mode and responsibility
Fallback procedure
Association data
Associate(s) and contact data
Subconsultants and contact data
Lead firm
Research and intelligence
Project / client research: personnel
Contacts / sources
Visit data
Date(s)
Personnel on visit
Visit leader
Accommodation details and contact data
Debriefing
Visit notes received
Team data
Team structure: outline / agreed
Team inputs and rates: agreed
CVs: draft, editing, checked, agreed (signature?)
Text data
Transmittal letter: person responsible / draft / review / agreed
Technical text: person(s) responsible / draft / review / agreed
Summary: person responsible / draft / review / agreed
Financial information: person responsible / draft / review / agreed
Graphics data
List of graphics
Cover graphics: person responsible / draft / review / agreed
Charts: person responsible / draft / review / agreed
Photographs
Graphics printing
Printing details
Production data
Format: hard copy / electronic
Word processing and illustration: person responsible / draft / review / agreed
Design and page layout: person responsible / draft / review / agreed
Hard copy covers
Production control check: person responsible
Binding / disk production
Print order
Distribution: client / internal
Supply for delivery