[software cost consulting] information project bidding process and precautions

One 、 Software project bidding process

Overview of the overall process

• Read the tender
• Start a union
• Pre bid clarification
• Demand analysis , The overall plan , answer SOC, Write technical proposal , offer
• review 、 Decision making
• Bid submission
• Post bid clarification

1、 Read the tender

—— What information needs to be learned from the tender ？

• Company situation , Bidding background
• Scope of tender
• Compliance instructions
• Mode of delivery
• Way of quotation
• Bid submission time
• Bid evaluation method
• Technical proposal requirements

—— What information other than the scheme needs to be output ？

• The customer is in pain
• Main risks
• Competitive analysis
• Bidding strategy
• other

3、 Label clarification

—— Why ask for clarification ？

• In intensive reading 、 When reading through the tender , For terms that are not clearly described or have vague interface in the tender document , Or there are clauses that are very unfavorable to the bid （ Such terms may have been guided by friends ）, Need to clarify to the customer .
• Bidding stage , Bid clarification is a formal channel for communication with customers , We should also take clarification as an effective means of active marketing and customer guidance .

—— Reply principle

• Try to use closed questions instead of open questions ;
• Pay attention to the tone of the question and the English expression ;
• Do not include the company name in the question ;
• Eliminate the problems that can be solved in the project team ;
• Submit clarification questions to the customer ;
• Review and clarify issues , And the responsible person of the customer shall submit the questions , Get clarification reply .

4、SOC reply

——SoC Reply rules and guidelines

• Writing ideas ： The way to answer questions . In terms of writing alone , Brevity is the main way to answer questions , For some statements such as ”state”,“how”, “describe”, “indicate”, “explain” etc. , We must give a detailed description , Highlight the word expression .
• Format requirements ： Fully Compliant（FC）/ Partially Compliant（PC） / Not Compliant（NC）. If the customer knows SoC Reply format , Just use the customer's template .
• Content requirements ：SoC In reply , It is necessary to carefully understand SoC The terms require , At the same time, it is necessary to understand the SoC Reply method , Different customers SoC The requirements are different , Accordingly SoC Response strategies are also different .

—— Reply strategy

• Try to increase the number of replies “ Satisfy ” Terms , Reduce responses “ Partial satisfaction ” and “ dissatisfaction ” Terms .
• SoC Reply to the referenced attachment document , For easy reference .
• The response should be constructive , Even if the customer's requirements cannot be met , We should also fully understand the needs of customers , Reassure customers with constructive answers （ Such as providing road signs 、 Alternatives, etc ）.
• Sensitive to 、 Clauses that may affect the bid evaluation , And I can't answer “ Satisfy ” Of , You can reply in vague terms , Avoid antagonizing the bid inviter , It also paves the way for later negotiations .

5、 The project design

The overall scheme design includes two parts , The first is the professional scheme of each professional module ; The second is the overall plan after summary

• scene ： database , virtualization , Disaster recovery backup ,HPC, Video surveillance ……
• Storage product selection ：IOPS, bandwidth , Capacity , Interface , Hard disk ……
• Storage software selection ： Remote Replication , snapshot , Hierarchical storage , Delete and compress ……
• Network product selection ： Switch （ type , Number of ports , Quantity, etc ）, Wave division ……
• Current network connection is compatible ： operating system , Upper software , Current network , Old equipment ……
• Upper layer software selection ： Backup （CV,NBU…）, Video surveillance （milestone…）

6、 To configure , offer

7、 Bid submission documents

—— Comprehensive plan

• The opening ： Introduce the industry proposition , Describe the customer's current network , Demand, etc , Reveal customer pain points ;
• The main body ： Focus on customer concerns , Introduce the customized solutions provided by our company , Show the benefits to customers , Reflect our differentiated solutions and product highlights , Including product and service solutions ;
• ending ： Provide specific business cases , Show the benefits to customers
• Technical proposal ： Refer to each technical proposal template

——SOC reply

• Configure quotation
• business , Service materials
• Other information provided to customers ： Product description , Qualification certification, etc

Two 、 Relevant concepts

1、 bid

It is a concept corresponding to bidding , It refers to that the tenderer shall respond to the tenderee's specific or unspecified invitation , According to the requirements specified in the bidding documents , The act of actively submitting tender documents to the tenderee at the specified time and place for the purpose of winning the bid .

2、 Tendering

It is a highly targeted project , Planned 、 Important activities with preparation , Commonly used internationally 、 Organized market trading behavior , It is a kind of project in trade 、 goods 、 How to buy and sell services , Relative to the bid , It is called bidding . Bidding refers to the tenderee （ Buyer ） Issue tender announcement or invitation to tender , Describe the project to be tendered 、 goods 、 Scope of services 、 Bid section （ Package ） Divide 、 Number 、 bidder （ seller ） Qualification requirements, etc , Invite specific or unspecified bidders （ seller ） At the appointed time 、 The act of bidding in accordance with certain procedures .

3、 Tender

It refers to the tenderer's specific proposal to the tenderee to conclude the contract according to the tenderee's requirements , It is an alternative scheme provided to the tenderee . The bidding documents are divided into production and operation bidding documents and technical bidding documents . Production and operation bidding documents include project bidding documents 、 Contract tender 、 Product sales bid 、 Labor tender ; The technical bid includes the bid for scientific research projects 、 Bid for technology introduction or transfer .

4、 Winning the bid

It means that the bidder is determined by the tenderee as the contract signing object of the bidding project according to the legal process , In general , The bidder who wins the bid , It shall receive the notification of award issued by the tenderee .

5、 Bidding

Based on the traditional bidding method , That is, the seller sells the goods to the highest bidder . There should be more than three valid bidders （ Including three ） Or more than three companies that substantially respond to the bidding documents （ Including three ）.

3、 ... and 、 Bidding ( Excluding prequalification stage ) Provisions on the time limit of each process in

(1) Sale period of bidding documents ： Not less than 5 Japan .

(2) Time limit for submission of tender documents ： No less than... From the date of issuance of the bidding documents 20 Japan .

(3) Time for clarification or modification of bidding documents ： Clarification or modification of the bidding document affects the preparation of the bidding document , The bid shall be submitted within the bid deadline 15 Made a few days ago .

(4) Time limit for raising and responding to objections to the bidding documents ： The deadline for bidding 10 Recently proposed .

(5) Time limit for reply to objections to the bidding documents ： From the date of receipt of the objection 3 Reply within days , Before you reply , Suspend tendering and bidding activities .

(6) The time limit for returning the bid security when the bid document is withdrawn before the deadline for bid submission ： From the date of receipt of the written withdrawal notice from the bidder 5 Intraday .

(7) The time of bid opening ： At the same time as the deadline for bid submission .

(8) Time limit for raising bid opening objection ： On the spot .

(9) Time limit for reply to bid opening objection ： On the spot .

(10) Start time of publicity of bid winning candidates ： From the date of receiving the bid evaluation report 3 Intraday .

(11) Publicity period of bid winning candidates ： No less than 3 Japan .

(12) Time limit for raising objections to bid evaluation results ： During the publicity period .

(13) Time limit for reply to objection of bid evaluation results ： From the date of receipt of objection 3 Intraday .

(14) Contract signing period ： Within the period of bid validity and from the date of issuing the letter of acceptance 30 Intraday .

(15) Validity of bid security ： Consistent with the bid validity period .

(16) Time limit for return of bid security ： At the latest after the contract is signed 5 Intraday .

(17) The time limit for the bidder or other interested parties to file a complaint ： From the date of knowing or ought to know 10 Intraday .

(18) The time limit for the administrative supervision department to handle complaints ： From the date of receipt of the complaint 3 Decide whether to accept or not within working days , And from the date of acceptance 30 Processing within working days , Need to check 、 testing 、 Identification of 、 Expert review , The time required does not count .

(19) Propose to extend the bid validity period ： The bid evaluation and award cannot be completed within the bid validity period .

(20) Time limit for written report on bidding and tendering ： From the date of determining the successful bidder 15 Intraday .

(21) The time limit for public announcement of illegal acts of tendering and bidding ： From the date when the decision on handling illegal acts in tendering and bidding is made 20 Make external record announcement within working days , The time limit for announcement of records of illegal acts is 6 Months , After the expiration of the announcement , Transfer to the background to save . The qualifications of the parties to the tender and bid shall be restricted according to law ( Qualifications ) And other administrative decisions , The period of limitation identified is longer than 6 Months , The duration of the announcement shall be determined by itself .

3、 ... and 、 Relevant laws and regulations

《 Bidding Law 》 The first 20、34、46、47 strip ;

《 Regulations for the implementation of the bidding law 》 The first 16、21、22、26、35、44、54、57、60、61 strip ;

The third section of the text is 14 Article the contract shall be signed for 《 Bidding law for construction projects 》 The first 62 strip ;

The third section of the text is 19 The time basis for the extension of the bid validity period proposed in clause is 《 Interim Provisions on bid evaluation committee and bid evaluation methods 》 The first 40 strip ;

The third section of the text is 21 Article the time limit for public announcement of illegal acts of tendering and bidding shall be based on 《 Interim Measures for announcement of records of illegal acts in tendering and bidding 》 The first 6、9 strip .