Apprenticeship training course

Bid and proposal co-ordinator (level 3)

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Information about Bid and proposal co-ordinator (level 3)

Working across various business teams to bring together compelling, customer focused proposals and tender submissions to win business.

• Knowledge, skills and behaviours:
  View knowledge, skills and behaviours

  Knowledge

  • Understanding the sales life cycle and how it all fits together; from opportunity tracking/pipeline, customer engagement, capture planning, competitive tendering, presentations, negotiations, contract award, implementation and delivery
  • Understand and follow a detailed proposal process from opportunity qualification/Request for Information (RFI) stage, solution development, bid resource allocation, proposal writing and development, production and submission
  • Understand when to use appropriate supporting templates and procedures, ensuring necessary steps, reviews and signatories are planned prior to proposal submissions
  • Know how to use bid software to compile electronic submissions and understand how e-portals work, including how and where electronic tenders are handled
  • Understand how to assist in the dissection of a bid and identify the customers key requirements
  • Understand the relevant customer key issues and win strategy for individual proposals/bids
  • Understand a range of tools and methods to analyse a proposal e.g. SWOT analysis
  • Awareness of commercial and pricing positioning and frameworks “ to best describe value versus cost
  • Understand the importance of contract management and the key areas for risk and mitigation of contracts
  • Awareness of the importance of handling data, confidentiality, data protection, competition law and relevant business commercial policy
  • The importance of relevant, high quality and up to date content including case studies and evidence
  • Know how and when to use sensitive and confidential information
  • Maintaining relevant certificates for registrations, accreditations memberships, frameworks, records and subscriptions
  • Understand the roles and responsibilities required for each bid and proposal lifecycle, including bid managers, proposal management, writers, document managers, graphics and knowledge base managers

  Skills

  • Excellent organisational and time management skills to manage multiple activities simultaneously and prioritise own and others workloads
  • Ability to meet defined deadlines and set own milestones to manage workload
  • Ability to create and utilise a bid plan timetable and responsibility matrix, supporting virtual team adherence to process
  • Contribute to proposal project timetable including the timely collection of data from various parties including sub-contractors, consultants and internal subject experts
  • Ability to meet bid submission deadlines according to guidelines / instructions
  • Logging and capture of all proposal data in central repository
  • Able to maintain a healthy work life balance and understand the reasons why it is important to do so
  • Maintain compliance matrices to ensure compliance to all questions Capable of managing multiple projects and deadlines
  • Ability to proof read with an eye for detail
  • Good creative writing skills and good grammar/authoring
  • Collate proposal documents using library/information stores, search engines/corporate directories
  • Ability to use a range of tools, methods and search engines, to analyse and assimilate data, such as competitor analysis or customer research
  • Good verbal and written communication skills, and ability to communicate professionally with colleagues at all levels of the business
  • Liaise with sales/legal/finance teams and other virtual team members as necessary
  • The importance of putting the customer first and tailoring bid documents to their needs, wants and requirements
  • Work and engage with colleagues and virtual teams, leveraging relationships and networks to support information gathering and writing
  • Build relationships with colleagues and subject matter experts across the business, learning the go to people and how to manage their input
  • Build rapport and trust

  Behaviours

  • A self-starter, with a desire to succeed
  • Uses initiative to ensure effective workload management, deadlines and co- ordination of activities
  • Willing to work flexibly to ensure that workload is managed effectively and deadlines are achieved
  • Awareness of self and impact on others
  • Able to work across large and virtual teams
  • A drive to win
  • A desire to go the extra mile to deliver winning bids
  • Always acts professionally and ethically, protecting confidentiality of the organisation and customers.
  • Willingness to continuously look for new and better ways of working, whilst considering the underlining best practice processes
• Apprenticeship category (sector): Sales, marketing and procurement
• Qualification level: 3; Equal to A level
• Course duration: 24 months
• Maximum funding: £8,000 ; Maximum government funding for ; apprenticeship training and assessment costs.
• Job titles include:
  • Bid and proposal co-ordinator

View more information about Bid and proposal co-ordinator (level 3) from the Institute for Apprenticeships and Technical Education.