Using the Competitive Dialogue

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Using the Competitive Dialogue

• David Nash
• Divisional Director, Projects Division
• Shepherd Wedderburn

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Introduction 1

• What is CD Procedure?
• Regulation 18
• When can it be used?
• particularly complex contract means..where a
  contracting authority is not objectively able to
  
• Define the technical means..capable of satisfying
  its needs or objectives or
• Specify either the legal or financial make-up of
  a project or both

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Introduction 2

• Key characteristics of CD Procedure
• Prequalification
• Tender Documents
• The Dialogue
• Final Tenders
• Preferred Bidder to Contract Award
• Summary Key Challenges

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Key characteristics of CD Procedure

• Express ability to work with bidders to develop
  solutions (technical commercial)
• Prequalify minimum of 3
• Ability to further shortlist
• Endorsement of OGC
• limited scope for post preferred bidder

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Prequalification

• Procedure
• Restricting numbers (minimum 3)
• Bidders conference

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Tender Documents

• Set out objectives of dialogue
• Ground rules external and internal
• Especially confidentiality
• Content of initial responses
• Evaluation criteria (particular reference to
  interim downselection)
• Draft contract
• Developing your requirements
• Variant bids

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The Dialogue

• Balancing fairness with effectiveness
• Setting out programme/ground riles
• Confidentiality regime
• Interim downselection
• Ending the dialogue

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Final Tenders

• Reviewing requirements avoiding discrimination
  against parties who -
• Chose not to apply in first place
• Have already been downselected
• Risk mitigation-
• Variant bids/affordability

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Preferred Bidder to Contract Award

• Evaluating apples and pears
• Clarification
• BAFOs
• Prefer Bidder appointment
• Fine tune Reg 18(28)
• clarify aspects.or confirm commitments..
  provided this does not have the effect of
  modifying substantial aspects of the tender or of
  the call for tender and does not risk distorting
  competition or causing discrimination

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Summary Key Challenges

• Tender evaluation criteria
• Bidder confidence
• Confidentiality
• Numbers/stages
• Resource efficiency
• interim downselection
• Ambit of post tender clarification