Debrief market and other stakeholders

Submitted by sylvia.wong@up… on Wed, 03/09/2022 - 14:35

Debriefing the market and other stakeholders is a crucial step in any procurement process. It allows organisations to provide feedback to both successful and unsuccessful bidders while also informing internal stakeholders about the contractual arrangements.

In this process, it is essential to adhere to certain guidelines and best practices to ensure transparency, fairness, and compliance.

In this topic, we will explore the importance of debriefing stakeholders in procurement and provide advice on how to effectively communicate with internal stakeholders, inform unsuccessful bidders, and make details of successful providers public. We will also discuss the benefits of constructive feedback in improving future procurement processes.

Sub Topics

Providing advice on contractual arrangements to internal stakeholders involves communicating the details of the contracts that have been awarded to successful bidders. This includes outlining the terms and conditions of the contract, the scope of work, timelines, deliverables, and any other relevant information. It is important to ensure that internal stakeholders fully understand the contractual obligations and can monitor the progress of the project.

To provide effective advice on contractual arrangements, procurement professionals should ensure that they have a thorough understanding of the contracts themselves. They should also be familiar with the internal policies and procedures that govern procurement processes to ensure that the contracts are in compliance with these guidelines.

There are several methods that can be used to provide advice on contractual arrangements to internal stakeholders. These include:

A diagram depicting contractual arrangements
  1. Written communication: This can include written contracts, project plans, and progress reports. This method is effective for providing detailed information that can be reviewed and referred to as needed.
  2. Presentations: This can include in-person meetings, webinars, or video conferences. This method is effective for providing a high-level overview of the contract and the key obligations of each party
  3. Training sessions: This can include workshops or training courses designed to provide internal stakeholders with a deeper understanding of the contract and their roles and responsibilities.
  4. One-on-one meetings: This can involve meeting with key internal stakeholders individually to provide specific advice and answer any questions they may have.
  5. Online resources: This can include online portals, FAQs, and other resources that provide stakeholders with easy access to information about the contract.

For example, a government agency that has awarded a contract for the construction of a new public school may provide written contracts to internal stakeholders while also holding training sessions to provide a deeper understanding of the contractual arrangements. A company that has awarded a contract for the provision of IT services may use presentations or online resources to provide high-level overviews of the contract while also holding one-on-one meetings with key stakeholders to answer specific questions.

By using a combination of these methods, procurement professionals can ensure that internal stakeholders have a thorough understanding of the contractual arrangements, their roles and responsibilities, and how to monitor the progress of the project. This helps to ensure that the contract is delivered successfully, on time, and on budget 

Informing unsuccessful bidders and providing constructive feedback on their proposals is an important part of the procurement process, as it helps to build trust and maintain positive relationships with vendors. Here are the steps involved in the process:

As soon as the procurement team has made a decision on the winning bid, it is important to notify all unsuccessful bidders in a timely manner. This notification should be in writing and should include a brief explanation of the reason for the decision.

Once all unsuccessful bidders have been notified, the procurement team should schedule a debriefing session with each bidder. This session can be conducted in person or via phone or email.

During the debriefing session, the procurement team should provide feedback to the unsuccessful bidder on the strengths and weaknesses of their proposal. This feedback should be specific and should focus on areas where the bidder excelled, as well as areas where they fell short.

It is important to be constructive in the feedback provided to unsuccessful bidders. The goal should be to help the bidder understand how they can improve their proposal for future opportunities rather than simply criticising their efforts.

During the debriefing session, the procurement team should be prepared to answer any questions that the unsuccessful bidder may have. This could include questions about the selection process, the criteria that were used to evaluate proposals or specific areas where the bidder could improve.

It is important to thank the unsuccessful bidder for their effort and interest in the opportunity. This helps to maintain a positive relationship with the vendor and encourages them to participate in future procurement opportunities.

By following these steps, procurement professionals can provide constructive feedback to unsuccessful bidders, helping them to improve their proposals for future opportunities. This also helps to build positive relationships with vendors and maintain trust in the procurement process.

Example

One example of a situation where unsuccessful bidders were not informed and provided feedback is the case of the UK Government's contract with the private firm, Serco, to provide contact tracing services during the COVID-19 pandemic.

In this case, it was reported that other bidders who were not selected for the contract were not informed of the decision or provided with feedback on their proposals. This lack of communication and transparency led to criticism of the procurement process and raised questions about the fairness and impartiality of the selection process.

Furthermore, it was later revealed that Serco had not met the performance targets set out in the contract, leading to concerns about the effectiveness of the procurement process and the value for money provided by the contract.

This example highlights the importance of informing unsuccessful bidders and providing feedback on their proposals. It helps to build trust and maintain positive relationships with vendors while also ensuring that the procurement process is transparent and fair and delivers value for money.

Making details of successful providers public is an important step in the procurement process, as it helps to ensure transparency and accountability in the selection process. Here is the general process for making details of successful providers public:

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  1. Obtain consent: Before any details of the successful provider are made public, the procurement team should obtain the provider's consent to release this information.
  2. Prepare a public announcement: The procurement team should prepare a public announcement that includes the name of the successful provider, the value of the contract, and a brief description of the scope of work. This announcement may be posted on the organisation’s website, in trade publications, or in other relevant media outlets.
  3. Update internal records: The procurement team should update their internal records to reflect the award of the contract to the successful provider. This may include updating contract documents, financial records, and other relevant information.
  4. Follow any regulatory requirements: Depending on the industry or sector, there may be additional regulatory requirements that govern the release of information about successful providers. The procurement team should ensure that they are in compliance with any relevant regulations.

By following these steps, procurement professionals can ensure that details of successful providers are made public in a transparent and accountable manner. This helps to maintain trust in the procurement process and provides valuable information to other vendors and stakeholders who may be interested in the selection process.

A person preparing a public document

Preparing a public announcement 

Preparing a public announcement to announce the selection of a successful provider is an important step in the procurement process. Here are some general guidelines for preparing a public announcement:

: The headline should clearly and concisely convey the main message of the announcement, such as "XYZ Company awarded contract for ABC Project."

The announcement should include basic information about the contract, such as the value of the contract, the scope of work, and the duration of the contract.

The announcement should provide a brief overview of the successful provider, including their name, location, and relevant experience or qualifications.

The announcement should briefly explain the selection process that was used to award the contract, including any evaluation criteria or other factors that were considered.

The announcement should highlight the benefits of the contract to the organisation or stakeholders, such as cost savings, improved service levels, or increased efficiency.

If possible, include a quote or testimonial from the successful provider, a representative of the organisation, or a key stakeholder to lend credibility to the announcement.

The announcement should include contact information for the organisation or the procurement team so that interested parties can obtain more information about the contract or the selection process.

Before publishing the announcement, review it carefully to ensure that it is accurate, clear, and free from errors or typos.

By following these guidelines, procurement professionals can prepare a public announcement that effectively communicates the selection of a successful provider and highlights the benefits of the contract to the organisation or stakeholders.

The location for making the public announcement will depend on the organisation and the scope of the project. Here are some possible locations for making a public announcement:

  1. Organisation's website: The announcement can be posted on the organisation’s website in a section dedicated to news or press releases.
  2. Social media: The announcement can be posted on the organisation’s social media accounts, such as Twitter, Facebook, or LinkedIn.
  3. Trade publications: The announcement can be submitted to relevant trade publications that cover the industry or sector, such as construction or technology.
  4. Local news outlets: The announcement can be sent to local news outlets, such as newspapers, radio stations, or television stations, especially if the project has public interest.
  5. Public notices: The announcement can be published as a public notice in relevant government publications or websites.
  6. Stakeholder communication: The announcement can be shared directly with key stakeholders, such as shareholders, investors, or partners. 

It is important to ensure that the public announcement is made in a timely and appropriate manner and in accordance with any applicable regulations or policies. The procurement team should also consider the audience and select the appropriate channels for maximum visibility and impact. 

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