Proposal Land

Better RFP Responses & Management
 
Proposal Land

Deadlines

Management reserve: You need some in your schedule. I say so and Seth agrees.

 . . . unavoidable delays and errors compound
in a system that doesn’t have enough buffer space.

But deadlines have to be real, not fake. I say so, and Seth agrees.

Fake deadlines exist when we can’t trust others (or ourselves) to be clear about our progress or prioritize honestly. So we invent a date before we actually need something to arrive.

If you set it earlier than you really need because you assume someone will be late, you just teach everyone to be late. I say so, and — you’ll never guess — Seth agrees.

The challenge is that fake deadlines compound. Once someone on another project realizes that they’ve been outfoxed by a fake deadline, they’ll simply escalate their urgency as well. Or perhaps the provider realizes that we’ve been faking the deadlines, and so now there’s a whole new level of guessing about what the real deadline is.

It’s a form of sandbagging. It’s driven by fear. And it’s super bad for teams, fostering contempt for the schedule in a schedule-driven environment.

So go ahead: Add some management reserve to your schedule. But don’t hide it: Make it visible.

And get everyone on board with meeting every deadline.


Read more here about how schedule pressure affects every aspect of proposal work.

Check out a sample six-week schedule here.

Just the Facts, Ma’am

Many proposal writers start here . . .

Isabel is a uniquely well-qualified, world-class proposal editor.  Her deep intimacy with all imaginable types of proposals ensures that she can leverage her wealth of knowledge and vast experience, using leading-edge best-of-breed practices.  An unparalleled career of in-depth exposure to innumerable incoherent RFPs makes her the very best at discerning the intent hiding within the most obtuse instructions.

Too many end there also. Blah blah blah. And bleh.

Contrast that with this . . .

Since 1990, Isabel has edited more than 100 proposals in diverse sectors: defence, oil and gas, telecommunications, recruitment, relocation services, facilities and property management, and design-build.  She has guided responses to RFPs from diverse clients: government (Canadian federal, provincial, municipal; and US federal and state); near-government (Crown corporations, agencies); and the private sector.  Her win rate of 1/3 exceeds the industry average of 1/5; she has contributed to winning contracts worth more than $8 billion.  She has never missed a deadline or strangled a team member.

Now we’re getting closer. Because once you actually have some facts to work with, you can consider other presentation formats: One that might actually highlight content that’s missing . . .

—Number of proposals:  >100 since 1990

—Win rate:  1/3 (versus 1/5 industry average)

—Value of wins:  >$8 billion

—RFP issuers:  Government (Canada, USA), near-government, private

—RFP types:  missing

—Sectors:  oil & gas, telecom, facilities maintenance, operation & maintenance, design-build

—Teams: 5 to 75 people

—Deadlines met: 100%

—Team members strangled:  0

Where you stop is up to you. But as a good rule of thumb, don’t stop where you started.

Term: Response Process

The RFP’s definition of “what” will and must happen during the response period, “when” it must happen, and (in some cases) “how.”

Obligates both client and bidder, but the bidder more so, since the client defines and can change the rules (for example, the client can unilaterally reschedule the final date for receiving questions, but bidders cannot submit their proposal after the announced submission date).

May include requirements for bidder participation in meetings (public and/or private), attendance at site visits, and submission of preliminary designs, reports, and plans.

Free!

What? A weekly online forum for procurement professionals in Canada, that’s what.

This isn’t my thing but it might be for you, or for someone in your organization.

I’ve added a link more-or-less permanently to the RFP page because professional supports are priceless, even when they’re free.

NECI Forum

Sole-Source Contracting in Canada

Who knew it was wrong
to award a billion-dollar no-bid public contract
to the organization that hired your mom?
Andrew Coyne, Globe and Mail (paywalled)

The current hoo-haa in Canada over a (now withdrawn) sole-source contract awarded to WE charity has hit even American papers.  And BBC News.

Andrew Coyne (quoted above) is one of Canada’s least-partisan journalists, IMHO. I would just point out that there are two values for the contract:

  • $19.5 million for the management fee (the actual contract awarded to WE, although it now seems this might have been the minimum, with $43 million the maximum possible)
  • $912 million for the grants to be administered (a flow-through value)

If I were using this contract in an experience section, I would state both values really (really) clearly and I wouldn’t round-up the “funds administered” value to $1 billion.

This is not a restraint-in-headline-writing or an ethics-in-governance blog, so I’m just offering two links to the official rules governing sole-source contracting in Canada, for those who want to know.

The Rules

Supply Manual, article 3.15 Non-competitive contracting process

Note this clause:

However, contracts may be entered into without soliciting bids when:

  1. The need is one of pressing emergency in which delay would be injurious to the public interest (GCRs 6.(a));
    Note: A pressing emergency may be an actual or imminent life-threatening situation, a disaster which endangers the quality of life or has resulted in the loss of life, or one that may result in significant loss or damage to Crown property.

And this clause:

The exception should only be invoked where patents, copyright requirements, or technical compatibility factors and technological expertise suggest that only one contractor exists.

The Best Practices

And here’s an excellent post on best practices in issuing sole-source contracts in the federal government.

Canadian Government Executive: Considering a sole-source contract?

One Other Thing

While the opposition refers to a “sole-source contract”, this was a contribution agreement, governed by the rules on transfer payments, not a procurement that required a tendering process. There was nothing inherently wrong in striking a deal with WE without calling for bids.
John Ivison, National Post

I’d never heard of contribution agreements, maybe because no company I worked for was ever trying to get one. Live and learn, I guess, although it will take someone with more patience or time on their hands to sort through the Treasury Board Directive on Transfer Payments or their 131-page document with guidelines governing transfer payments.

And we learn again, if we needed to, that even if you read it in the papers it ain’t necessarily so. Maybe especially when it comes to contracting.