bid writing beginners guide

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A beginners guide to bid writing Jerry Allen

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1st in a series of bid writing staff development seminars

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Page 1: Bid Writing   Beginners Guide

A beginners guide to bid writing

Jerry Allen

Page 2: Bid Writing   Beginners Guide
Page 3: Bid Writing   Beginners Guide

Benefits of bid writing

• Financial

• Raise TVU reputation

• Helps meet strategic priorities

• Mark out staff as professionals

• Evidence of meeting QAA, RAE, RAF

Page 4: Bid Writing   Beginners Guide

Opportunities

• Environmental scanning – Project / Research

• Research – JISC

• Projects –LDA, SEEDA

• Trusts – Lottery, Awards for All, 

• Tenders –Tendermatch, 

• Tools – Grant Finder, Training Gateway, 

Presenter
Presentation Notes
JISC – ESRC – Economic & Social Research Council TDA – Teachers Development Agency CWDC – Children’s workforce development council HEA – Higher Education Academy AHRC – Arts & Humanities Research Council
Page 5: Bid Writing   Beginners Guide
Presenter
Presentation Notes
JISC – ESRC – Economic & Social Research Council TDA – Teachers Development Agency CWDC – Children’s workforce development council HEA – Higher Education Academy AHRC – Arts & Humanities Research Council
Page 6: Bid Writing   Beginners Guide

Tips for success

• Timing & planning

• University strategic plan

• Strategic & operational ‘fit’

• Regional economic strategy

• Narrative ‐ benefits

• Competitive – value added

• Building a compelling case

Page 7: Bid Writing   Beginners Guide

Think tactics

• Profile building

• Partnerships

• Building teams

• The funders’ agenda

• Capacity, capability & flexibility

• Financial – avoiding money chasing

Page 8: Bid Writing   Beginners Guide
Page 9: Bid Writing   Beginners Guide

Process for Consultancy, Enterprise, & Non Validated Teaching Courses:External Income Planning (EIP)

Project Leader completes EIP based on Actual Costs (fEC) and submits to Financial Services for

initial clearance -(by Faculty Management

accountant)

Initial EIP is verified

Faculty Faculty SEBU

Faculty/Service SMT approve project outline and EIP.

The approved EICP (along with approval and justification of any

funding shortfall) is then forwarded to Finance by Assoc Dean (Ent)

Finance approve EIP and forward any projects

(For Research projects over £10k, DVC

Academic to approve in principle)

SEBU review projects to ensure University wide and strategic fit and provide feedback to Director where

necessary (Head of IRP)For Research projects, the Head of

the Graduate School to approve

SUBMISSION: - Project Leader notifies Finance&SEBU

of the outcome of the application. Any changes to

the original submission MUST be approved by FMT

Finance approve changes(if applicable).

SEBU review any changes and feedback to Director where

necessary.

Page 10: Bid Writing   Beginners Guide

Process for Consultancy, Enterprise, & Non Validated Teaching Courses:External Income Planning (EIP)

Faculty Faculty SEBUProject Leader forwards a copy

of the contract to Finance.Finance allocate successful project with a cost centre.

SEBU receive copies of contracts and compliance

schedule

The Project Leader is notified of the project cost centre via e-

mail.

The EIP provides the budget for the project. Indirect costs and staffing costs not directly charged to the cost centre will be debited from the project account by Financial Services

Actual Costs (fEC): all costs incurred by the University in the course of undertaking the project (including all indirect costs)

Page 12: Bid Writing   Beginners Guide

11th Nov Rm TC 262 1‐3pm SMR ‐ Practical session with Victor Franks10th Dec Rm TC264 1‐2pm SMR ‐ Bid writing forum for the completion of bids you are working ongoogle groups