First Stage
Second Stage (PCSA)
Pre-Bid
Mobilisation
Implementation
Mobilisation & Validation
Implementation
Finalisation

Business Development

  • Customer Action Plan
  • Developing a Marketing Plan
  • Generating Bid templates

Identify & Progress Lead

  • Commitment to Bid
  • Complete NRA
  • Lead in Salesforce
  • Early Market Advice
  • Engaging TEC
  • Progressing a Lead
  • Set up a Bid Site
  • Client Financial Risk Assessment

Progress Opportunity

  • Design Consultants
  • Authority to Bid
  • Business Case
  • Complete NRA
  • Bid Strategy
  • Early Market Advice
  • Engaging TEC
  • Commitment to Bid
  • Set up a Bid Site

Prequalification

  • Complete PQQ/SQ

Mobilisation & Validation

Bid Mobilisation

  • Supply Chain
  • Bid Action Plan
  • Bid Briefing Paper
  • Bid Consultants
  • Consultants Appoint
  • Generating Bid templates

Appointment of Consultants at Bid

    Bid Implementation

    • Storyboard guidance
    • Developing Profit Plan
    • Social Value
    • Completing the Tender Book

    Pricing

    • Market Testing
    • Prelims Development

    Cost Planning

    • Benchmarking
    • Target Cost Dev

    Logistics & Methodology, Construction Programme

      Tender Cash Flow

      • Tender Cash Flow

      Terms & Conditions Review

        Finalisation

        • Tender Book
        • Negotiations
        • Presentation Prep
        • Profit Plan

        PCSA Mobilisation & Validation

        • Complete Surveys
        • Journey Mapping
        • PCSA Strategy
        • Risks & Opps
        • Change Requests
        • PCSA Queries
        • Prog Mgt Governance
        • Generating Bid templates

        Consultant Appointments

          Design the Promise (1.1)

          • Bid Launch (001)
          • Tender Checklist (040)
          • Launch Agenda (0.17)
          • Tech Report (1.02)
          • WPS - Bid - 0.1

          Negotiate & Agree Main Contract

            Cost Planning

            • SS Cost Plan
            • Value Engineering

            Logistics & Prog

            • Detailed Construction
            • Logistics Strategy
            • Completing the Tender Book
            • Pre-Tender estimates
            • Bid-041 Sheet

            Pricing

            • Bill of Quantities
            • Supply Chain Engage
            • Pre-Lims
            • Profit Plan
            • Subcontractor Comp

            Tender Cash Flow

            • Maximum Financial exposure
            • Tender Cashflow template

            Design the Promise - Stage 1.2 Diagnose

            • Design Valid (100)
            • Design Mgt (04)
            • Tech Review (08)

            Design the Promise - Stage 1.3 Solution

            • Completing the Tender Book
            • Contract Negotiations - 14 E

            Finalisation

            • Main Contract Offer
            • Negotiations - 14 E
            • Handover Checklist
            • Success Criteria
            • Completing the Tender Book

            PCSA Finalisation

              BID MANAGER
              COST PLANNER
              PLANNER
              DESIGN MANAGER
              OPERATIONS
              SUSTAINABILITY
              COMMERCIAL MANAGER
              START
              Business
              Development
              Identify &
              Progress Lead
              Progress
              Opportunity
              Pre
              Qualification
              Bid
              Mobilisation
              Agree
              Commitment
              Bid
              Implementation
              First Stage
              Cost Plan
              Programme &
              Logistics
              Design
              Management
              Operations
              Management
              Sustainability
              First Stage
              Cash Flow
              S
              TRSE
              Bid
              Finalisation
              END
              CUSTOMER / CLIENT
              START
              Business
              Development
              Identify &
              Progress Lead
              Progress
              Opportunity
              Pre-Bid
              Cost Plan
              Pre
              Qualification
              END
              STRATEGIC PARTNERSHIP
              DIRECTOR
              BUSINESS DEVELOPMENT
              MANAGER/DIRECTOR
              START
              Identify and
              target sectors
              and customers
              Create
              divisional
              strategy
              Create national
              framework
              strategy
              Develop
              national
              customers
              Develop local
              customers
              Develop new
              customers
              Develop
              Business
              Unit Strategy
              CAP
              (Customer
              Action Plan)
              Required?
              Develop
              CAP
              salesforce
              Gather and
              analyse market
              intelligence
              Identify
              and target
              customers
              Update
              customer
              record on
              Salesforce
              salesforce
              Develop
              relationships
              with target and
              reconnaissance
              Proceed
              with relationship
              development
              Assign and
              complete tasks
              salesforce
              Confirm Client
              Account Plans
              END
              BUSINESS
              DEVELOPMENT
              BID MANAGER
              PRE-CONSTRUCTION
              DIRECTOR
              ACCOUNT TEAM
              START
              Identify Lead
              Analyse Lead
              Strategy
              Execute Lead
              Strategy
              Draft Lead
              Brief
              Agree to
              Progress?
              Engage the
              Owner
              Create Initial
              Brief
              Update CRM
              register
              Target
              Engagement
              Required?
              Facilitate
              Meeting
              Arrangements
              Execute Market
              Canvas
              Coordinate
              Network Review
              Activity
              Early
              Intelligence
              available?
              Set Client
              Budget
              Record Lost
              Status
              END
              Determine
              Owner
              Allocate
              Under-utilised
              owner
              Initiate Bid
              Tracker
              Progress?
              Set Delivery
              Arrangements?
              Agree Lead
              Capture Formal
              Lead Offer
              Agree Bid
              Manager
              Perform Client
              Feasibility
              Record Lost
              Status
              Update CRM
              Account Mgr
              END
              Hold Hand-over
              Meeting
              Strategic Bid
              Underpinning
              Hold Hand-over
              Meeting
              END
              BUSINESS
              DEVELOPMENT
              BID MANAGER
              PRE-CONSTRUCTION
              DIRECTOR
              ACCOUNT TEAM
              OPERATIONS
              START
              Discuss Bid
              Strategy
              Fill in Bid
              Report
              Pre-Bid Strategy
              Design Meeting
              +
              Competitor Intel
              Gathering
              Review of
              Relationships
              Clarify Bid
              Support Arrange
              Finalise Bid Strategy
              Design Meeting
              Assess Delivery
              Capabilities
              Target
              Engagement?
              Determine
              Ops Lead
              Allocate Under-
              utilised Ops
              Establish Initial
              Team
              Proceed
              with Opp?
              Capture project
              requirements
              Calculate Bid
              Schedule
              Update Net Review
              Activity
              Governance
              required?
              Submit App to
              Bid
              Record Opportunity
              Lost
              Update Account
              Mgr
              END
              Ops Workshop
              Perform
              Confirm Bid
              Commitment
              Record Opportunity
              Lost
              Update Account
              Mgr
              END
              Approved?
              Assign Owner
              Formal Appraisals
              Review
              Confirm
              Opportunity
              PQQ
              Required?
              Bid Mobilisation
              Prepare
              END
              Approve
              Opportunity
              Assign Owner
              Record Opportunity
              Lost
              Update Account
              Mgr
              END
              PQQ
              Perform
              PRE-CONSTRUCTION
              DIRECTOR
              COST PLANNER
              BID MANAGER
              COMMERCIAL MANAGER
              START
              Review Brief
              Approve Pre-Bid
              Cost Plan
              Required?
              Cost Plan
              available?
              Analyse Cost
              Plan A
              Design Plan A
              Market Context
              Perform Update
              to Bid Mgr
              Confirm CP A
              Perform Update
              Report
              Cost Plan B
              required?
              Analyse Cost
              Plan B
              Analyse Cost
              Plan B (CP)
              Design Plan B
              Perform Update
              to Bid Mgr
              Confirm CP B
              Select Cost Plan
              Proceed First
              Stage
              END
              BID MANAGER
              PROPOSALS MANAGER
              PRE-CONSTRUCTION DIRECTOR
              Receive
              EOI
              Receive
              PQQ
              Receive
              PITT
              START
              Update
              Salesforce
              salesforce
              Receive
              Salesforce
              Pipeline report
              salesforce
              Review
              Proposals
              resource
              Review
              documents
              Notify
              Proposals that
              documents are
              available
              Review
              deliverables
              with Bid Manager
              Review
              deliverables
              with Proposals
              Manager
              Review bid
              strategy
              salesforce
              Request
              technical
              resource as
              required
              Request
              Graphic Design
              resource if
              required
              Complete first
              draft technical
              responses
              Complete first
              draft quality
              responses
              Receive and
              refine first draft
              responses
              Complete
              second draft
              technical
              responses
              Complete
              second draft
              quality
              responses
              Finalise
              responses
              Send to
              Graphic
              Designer
              Receive
              Graphics
              Review final
              response with
              Proposals
              Manager
              Review final
              response with
              Bid Manager
              Submit to Pre
              Con Director
              for review
              Review
              responses
              and approve
              submission
              Submit
              responses on
              portal or email
              with Proposals
              Manager
              Submit
              responses
              on portal or
              email with Bid
              Manager
              Successful?
              Update
              Salesforce
              salesforce
              Close on
              Salesforce
              salesforce
              Collate
              feedback
              PQQ or
              PITT to
              complete?
              Record
              feedback in
              Salesforce
              salesforce
              First Stage Bid
              Mobilisation
              END
              BID MANAGER
              PRE-CONSTRUCTION ADMINISTRATOR
              PRE-CONSTRUCTION DIRECTOR
              REGIONAL MANAGING DIRECTOR
              ESTIMATOR
              PROPOSALS MANAGER
              START
              Create bid
              action plan
              Bid Action Plan
              20 Day Bid Programme
              Review PQQ/
              EOI Feedback
              Review Bid
              Strategy
              salesforce
              Agree cadence
              of bid
              governance
              meetings
              Schedule
              governance and
              adjudication
              meetings
              Assess key Win
              themes
              Prepare bid
              budget
              Evaluate key
              Proposal
              requirements
              Agree and
              arrange bid
              consultants
              Bid Consultants
              Approve bid
              budget
              Agree with Bid
              Manager if bid
              consultants are
              required Agree
              review process
              Bid Consultants
              Agree Supply
              Chain with
              Estimator
              Agree supply
              chain with Bid
              Manager
              Agree Supply Chain
              Engage the
              Technical
              Excellence
              Centre as
              appropriate
              Engaging the Technical
              Excellence Centre
              Request
              Graphic Design
              resource if
              required
              Confirm
              resources with
              function leads
              Facilitate bid
              mobilisation meeting
              4 weeks before
              tender documents
              received
              Bid Briefing Paper
              Bid Mobilisation Meeting ToR
              Facilitate
              Regional
              Managing
              Director Review
              RMD Review ToR
              RMD First Stage Review
              Receive and
              upload tender
              documents
              salesforce
              Facilitate
              Construction
              Group Board
              Review
              CGB Review ToR
              CGB First Stage Review
              Change project
              status to bid
              current
              salesforce
              Notify bid team
              that tender
              documents are
              available on TIMS
              Review bid
              deliverables
              with Proposals
              Manager
              Review bid
              deliverables
              with Bid Manager
              Send pre meeting
              pack > 24 hours
              before bid strategy
              meeting
              salesforce
              Review bid
              documents and
              portal
              requirements
              Facilitate bid
              strategy meeting
              Bid Briefing Paper
              Bid Strategy Meeting ToR
              Reassess
              Proposal
              Strategy
              Consider digital
              options for
              storytelling
              techniques
              Prepare overview of
              intent to present at
              bid strategy
              meeting
              Issue decisions
              / actions within
              24 hours
              Attend bid
              strategy meeting
              END
              BID MANAGER
              PRE-CONSTRUCTION ADMINISTRATOR
              PROPOSALS MANAGER
              PRE-CONSTRUCTION DIRECTOR
              START
              Refer to 20 day
              bid programme
              Develop profit
              plan
              Developing a Profit Plan
              Facilitate
              creating a
              Storyboard
              guidance
              workshops
              Creating a Storyboard guidance template
              Raise
              clarifications as
              required
              Receive and
              distribute
              clarifications
              Receive and
              distribute
              tender
              addendums
              Attend
              Storyboard
              guidance
              workshops
              Facilitate
              workshop to
              complete Risks/
              Opportunities/
              Missings
              Complete Bid
              Writing
              Technical Drafts
              wth functional
              leads
              Log in bid
              action plan
              END
              Develop first draft
              quality responses
              and Storyboard
              guidance
              templates
              Consider
              specific
              customer
              social value
              requirements
              Social Value
              Review first
              draft technical
              responses
              Facilitate
              supply chain
              workshops if
              required
              Review
              responses
              and provide
              feedback
              Facilitate pricing
              workshop to
              develop pricing
              tactics
              Develop
              second drafts
              Receive and
              refine second
              draft technical
              responses
              Develop
              second
              draft quality
              responses
              Facilitate weekly
              update meetings to
              ensure progress
              of functions are in line
              with bid strategy
              Complete third
              party reviews
              Finalise the
              responses and
              send to
              Graphics
              Complete final
              review of
              responses
              Complete final
              review of
              responses
              END
              BID MANAGER
              COST PLANNER
              ESTIMATOR
              DESIGN MANAGER
              PLANNER
              START
              Understand
              pricing
              requirements
              Agree pricing
              at bid strategy
              meeting
              Cost plan
              required?
              Produce Cost
              Plan
              Decide cost plan
              tactics and
              develop into bid
              strategy
              Fees
              required?
              Novated?
              Request fees
              and scope
              Propose
              Consultants
              Review quotes
              for missings with
              Design Manager
              Review quotes
              for missings
              with Estimator
              Confirm
              preferred
              consultants
              selected at
              Pre Bid
              Decide
              missings tactics
              and develop
              into bid strategy
              Produce
              scope, draft
              appointments
              and MIRS
              Issue
              consultants
              enquiries
              Review quotes
              for missings with
              Design Manager
              Review quotes
              for missings
              with Estimator
              Decide
              missings tactics
              and develop
              into bid strategy
              Surveys
              required?
              Create list of
              surveys required
              Decide tactics
              and develop
              into bid strategy
              Obtain quotes or
              use benchmarks
              as appropriate
              for required
              surveys
              Prelims
              required?
              Prelims
              based on
              client
              programme?
              Agree client
              programme
              strategy
              Limited
              information
              to produce
              programme?
              Agree
              indicative
              programme
              strategy
              Produce
              indicative
              programme in
              line with agreed
              strategy
              Agree detailed
              programme
              strategy
              Produce
              detailed
              programme in
              line with agreed
              strategy
              Decide tactics
              and develop
              into bid
              strategy
              Price prelims
              based on
              programme and
              agreed tactics
              PCSA fee
              required?
              Understand
              requirements of
              PCSA
              Develop PCSA
              programme
              with Planner
              Develop PCSA
              programme
              with Bid Manager
              Decide tactics
              and develop
              into bid
              strategy
              Agree PCSA
              resource and
              price with Bid
              Manager
              External
              markup
              fixed as part of
              framework?
              Develop
              Commercial
              Strategy for
              external markup
              Play back
              external
              markup
              Develop profit
              plan
              with Estimator
              Develop profit
              plan
              with Bid Manager
              Discuss and
              agree strategy
              with PCD
              and RCD
              Develop price
              submission in
              line with agreed
              strategy
              Framework
              rules apply?
              Record tactics
              in Salesforce
              and produce
              tender book
              salesforce
              Develop price
              submission in line
              with framework
              rules...
              Proceed to
              adjudication
              END
              COST PLANNER
              BID MANAGER
              START
              Attend bid
              mobilisation
              meeting
              Receive tender
              documents
              Attend bid
              strategy
              meeting and
              give overview
              of intent
              Cost Plan
              required?
              +
              Develop
              internal cost
              plan
              Develop Cost
              Plan A
              Agree Cost
              Plan B
              strategy with
              Bid Manager
              Agree Cost
              Plan B
              strategy with
              Cost Planner
              Provide
              updates to
              Bid Manager as
              appropriate
              Monitor
              change against
              the agreed
              cost plan
              and update
              accordingly
              Develop Cost
              Plan B
              in line with
              agreed
              strategy
              Provide cost
              plan updates to
              Bid Manager as
              appropriate
              Provide cost
              plan updates to
              Bid Manager as
              appropriate
              Complete Cost
              Plan A
              Complete Cost
              Plan B
              Provide
              update at
              Regional Bid
              Adjudication
              Submit tender
              Winning bid?
              END
              Progress to
              second stage
              END
              BID MANAGER /
              COMMERCIAL
              MANAGER
              COST
              PLANNER
              PLANNER
              ESTIMATOR
              FINANCE
              (FINANCE BUSINESS
              PARTNER / FD)
              START
              Develop
              Cost Plan
              Develop
              Programme
              Develop
              Profit Plan with
              Bid Manager
              Receive Cost
              Plan and
              Programme
              Develop
              Profit Plan
              with Estimator
              Tender Cashflow
              Develop
              Pre-bid
              Cash Flow
              Review
              Cash Flow
              with FBP
              FBP to Review
              Cash Flow with
              Bid Manager
              / Commercial
              Manager
              Cash flow
              meets KPI
              criteria?
              Amend
              cash flow to
              meet KPIs
              Finance to
              sign-off the
              cash flow
              Contract
              value > £25m
              FBP to sign-off
              FBP performs
              final review &
              FD to sign-off
              Discuss and
              agree strategy
              with PCD and
              RCD
              Update
              Tenderbook
              and
              Compliance
              Checklist
              Proceed to Bid
              Adjudication
              END
              BID
              MANAGER
              PRE-CONSTRUCTION
              DIRECTOR
              REGIONAL MANAGING
              DIRECTOR
              PROPOSALS
              MANAGER
              START
              Facilitate
              Regional Bid
              Adjudication
              Regional Bid
              Adjudication ToR
              Issue decisions
              and actions
              within 24-hours
              Complete
              adjudications
              actions
              RMD
              Governance ToR
              Facilitate
              Regional
              Managing
              Director
              Governance
              meeting
              RMD
              First Stage Governance
              CGB
              Governance ToR
              Facilitate
              Construction
              Group Board
              Governance
              meeting
              CGB
              First Stage Governance
              Finalise bid
              Submission
              Complete
              Tender Book
              salesforce
              Completing
              Tender Book
              Submit First
              Stage bid with
              Proposals
              Manager
              Submit First
              Stage bid with
              Bid Manager
              Complete
              tender
              Interview prep
              with Proposals
              Presentation
              Preparations
              Upload final bid
              submission
              S
              Complete Post
              Tender
              Negotiations
              Attend tender
              interview
              Negotiations
              Complete
              tender
              Interview prep
              with Bid
              Manager
              Receive
              notification of
              outcome
              Elicit and
              document
              feedback
              Successful?
              Record
              feedback
              salesforce
              Record
              feedback
              salesforce
              Move to
              PCSA stage
              Change status
              to Lost at Bid
              salesforce
              END
              PCSA BID MANAGER
              COMMERCIAL MANAGER
              PRICING LEAD
              DESIGN MANAGER
              COST PLANNER
              PLANNER
              FINANCE
              START
              Mobilisation &
              Validation
              PCSA
              Mobilisation
              Implementation
              Finalisation
              PCSA
              Finalisation
              END
              Consultant
              Appointments
              Negotiate and
              agree main contract
              Pricing
              Design The Promise
              1.1
              Design The Promise
              1.2
              Design The Promise
              1.3
              Cost Plan
              Logistics, Methodology
              & Programme
              Tender Cash Flow
              CUSTOMER / CLIENT
              PCSA BID MANAGER
              PRICING LEAD
              COST PLANNER
              DESIGN MANAGER
              OPERATIONS
              COMMERCIAL MANAGER
              PRE-CON DIRECTOR
              PROGRESS
              2ND STAGE
              PCSA
              Update to
              Customer
              Weekly PCSA
              Processes
              certinia
              Track cost
              changes as Design
              develops via CR process
              Consultant
              required?
              certinia
              WPS - Bid - 04 Design
              Management Input
              certinia
              WPS - Bid - 08 Technical
              Review
              Commence
              Operations process
              Countdown to
              commence document
              Agree Customer PCSA
              design + Cost Mgt...
              certinia
              Develop Design
              within Budget
              Change
              Request process
              DTP 1.2
              Diagnosis
              Agree
              4D Model
              Appoint
              Consultants
              Customer
              updates
              Stakeholder
              engagement plan
              Generate best
              value ideas
              Best Value
              Ideas
              PrC 100 - Design
              Validation
              Develop Programme
              & logistics
              Schedule Principle
              Meetings
              Confirm format
              of Reports
              Agree format of
              Client report
              certinia
              Engage Supply
              Chain
              Develop Planning,
              Tracking close out
              Draft Project 3+
              Strategy
              Complete Monthly
              Programme mgt
              Governance...
              Conduct Recurring
              Design Team Meeting
              Arrange Surveys
              if required
              Conduct recurring
              BIM model review...
              Update Project
              Plan
              Incorporate into
              cost plan
              Incorporate into
              Design
              Incorporate into
              Programme
              Update Risk &
              opportunity Reg.
              Utilise for data
              for story telling
              Report issued
              detailing survey
              findings
              Receive survey
              impact document
              Report Survey
              impact to Client
              Agree Sample
              Strategy
              Follow Change
              Request
              Follow Risk
              Management Process
              END
              >
              COST PLANNER
              BID MANAGER
              START
              Attend bid
              mobilisation
              meeting
              Receive tender
              documents
              Attend bid
              strategy
              meeting
              Cost Plan
              available
              first stage?
              Develop high
              level internal
              cost plan
              Provide updates
              to Bid Manager
              as appropriate
              Unpack with
              Pricing Lead
              +
              Agree with
              Bid Manager
              change control
              scope
              Unpack with
              Pricing Lead
              Agree Cost
              Plan B with
              Client
              Representative
              Agree final
              cost plan
              Agree with
              CPM change
              control scope
              Submit
              tender
              Winning
              bid?
              END
              END
              PRICING LEAD
              START
              Agree profit
              plan and
              procurement
              strategy
              Identify works
              packages
              including
              prelims
              Select strategic
              sub contractors
              Obtain
              Construction
              Line and D&B
              reports for
              Strategic
              Subcontractors
              Prepare Supply
              Chain Matrix
              and assessment
              Indicators, KPIs,
              and Construction
              Line scores
              Supply Chain
              Matrix template
              Supply Chain
              matrix indicates
              additional
              finance review?
              Bills of
              Quantities
              required?
              Develop sub
              contractor
              package scope
              ConQuest
              Set up enquiry
              register and
              quotation analysis
              ConQuest
              Collate tender
              documents and
              enquiry pack
              Review enquiry
              pack contents
              for accuracy
              Issue sub
              contractor
              enquiry
              ConQuest
              Mid bid
              supply chain
              workshop
              required?
              Receive quote
              from sub
              contractor
              ConQuest
              Complete quote
              comparison
              ConQuest
              Price missings
              and exclusions
              ConQuest
              Attend
              technical
              review
              Compliant
              quote?
              Select best value
              subcontractor
              for bid
              Check availability
              and lead times
              Update Supply
              Chain Matrix
              with complete
              subcontractor list
              Supply Chain
              Matrix template
              Engage Finance
              to perform
              further Financial
              Risk Assessments
              if required
              Additional
              Financial Risk
              Assessment
              template
              Assess exposure
              to subcontractors
              and capacity
              mapping with
              Supply Chain team
              Able to
              select sub
              contractor?
              Update Bills
              of Quantities
              with selected
              sub contractor
              ConQuest
              Bid-032 Tender
              Settlement
              checklist Part A
              Develop
              tender book
              ConQuest
              Develop Tender
              Cash Flow and
              Complete
              Financial Checklist
              ConQuest
              Review output
              from technical
              review
              Price risks
              ConQuest
              Decide
              Inflation
              strategy
              Proceed to
              bid
              adjudication
              END
              Engage Finance
              to perform an
              Additional
              Financial Risk
              Assessment
              Additional
              Financial Risk
              Assessment
              template
              Commission
              Bills of
              Quantities
              ConQuest
              Upload Bills
              of Quantities
              ConQuest
              Hold workshop
              with selected
              supply chain
              and address
              issues
              Hold clarification
              meeting with sub
              contractor if
              required
              Clarify pricing
              anomalies /
              qualifications
              with sub
              contractor
              Clarify
              inflation and
              risk
              requirements