When you need this

  • A tender is planned, but the scope is still only words. A wish list is not a technical specification, and every bidder prices it their own way.
  • The previous tender produced bids you could not compare. The prices differed several-fold, because the content differed for every bidder.
  • The decision on the type of solution has not been made. An off-the-shelf product, custom development, or an extension of what already exists. Before the tender you have to know what is being procured at all.
  • The internal client and IT are speaking different languages. The business need exists, the technical specification does not.
  • Delivery is under way and somebody has to watch whether what is being built is what the contract was signed for.

Four steps you can take separately or in sequence

01 · Feasibility study. Before anything can be described, you need to know what is possible at all and what it costs. The study reviews the existing systems and data, sets out the solution options, and compares them on the same basis: order of magnitude of cost, risk, dependencies, schedule, and impact on what already exists.

02 · Terms of reference package. The description a bidder can price from and that you can later accept against. It covers scope, requirements, data flows and interfaces, non-functional requirements, acceptance criteria and assumptions. It also covers what is deliberately left out of the first stage, because leaving that unsaid is exactly what makes bids incomparable.

03 · Bid evaluation support. Drawing up the evaluation criteria before the tender is published, and comparing the substance of the bids once they arrive. The questions to put to a bidder, and notes on the places where a bid promises less than it appears to at first glance.

04 · Independent oversight during delivery. Once the contract is signed, the same person who wrote the description watches that what is built matches what was agreed. Review of interim deliverables, checking against the acceptance criteria, and a written opinion before every payment decision.

In that fourth step the independence is structural. Our deliverable is the description and the assessment, the build contract goes to a bidder, and so we have no interest in that procurement other than the client's own.

What we do

  • Talking the need and the scope clear — interviews with the parties, working through the documents that already exist, a list of open questions.
  • Comparison of solution options — an off-the-shelf product, custom development, an extension of what already exists. For each option, the risks, the dependencies and the order of magnitude of cost.
  • Terms of reference or technical specification — requirements, interfaces, data flows, non-functional requirements, acceptance criteria, assumptions, and scope broken into stages.
  • Evaluation criteria — criteria and weightings that measure substance, not only price.
  • A substantive review of the tender documents — whether the description and the technical part of the contract agree, the deadlines, and the handover and rights clauses.
  • Bid comparison and questions to bidders — what is covered, what has been left out by implication, and what has to be clarified before the decision.
  • Oversight during delivery — review of interim deliverables, checking against the acceptance criteria, a written opinion.

On the classification side, the starting point is what is actually needed: in Estonia, business-analysis advisory services are usually procured under CPV code 72221000, and system-analysis and programming work in the 72240000 group. Which code to publish a tender under, and what the substantive difference between them is, is worked through in our article on system analysis and business analysis.

What you receive

  • Feasibility study report

    The solution options, a comparison on the same basis, and a recommendation with the reasoning.

    FormatsDOCXMDPDF
  • Terms of reference or technical specification

    Scope, requirements, interfaces, acceptance criteria, assumptions.

    FormatsDOCXMDPDF
  • Table of evaluation criteria

    Criteria, weightings, and scoring guidance for the evaluator.

    FormatsXLSXDOCX
  • Bid comparison matrix

    Requirement through to the bidder's answer, with the gaps and the clarification questions.

    FormatsXLSXMD
  • Oversight opinions

    A written assessment of an interim deliverable, with the findings and a recommendation.

    FormatsDOCXMD

All deliverables are handed over in editable formats, because a tender document has to be extended and reused later.

Security in this work

Security and compliance requirements reach a tender when they are written into the description in a checkable form. Access logic, data sensitivity and retention periods, logging, backup and recovery, dependencies on third parties. If they appear only in a general clause of the contract, the price does not include them and acceptance does not check them.

The same goes for personal data. What the system processes, on what basis and for how long, is a question for the description before it can be a question for the data protection officer.

Where this comes from

The founding analyst has 13+ years of practice with requirements, system descriptions and data models in banking, telecom, IT consulting and logistics. That includes work on both sides of the table: writing the description, and assessing bids and delivery against it.

MentiSec's first won public procurement was business-analysis work for a public-sector institution. Qualification: BCS Foundation Certificate in Business Analysis. Working languages Estonian and English.

Further reading

We write in Estonian first. The pieces below have not been translated yet and open in Estonian.

Ways to work together

Each of these is a starting point; we settle its scope in conversation and fix it in a written offer. The steps can be taken separately, or one after another in a logical sequence.

Feasibility study

A fixed-scope written report, produced before the decision to start a tender. It answers the question of which routes to a solution exist and which of them actually fits.

What it includes:

  • Talking the need and the scope clear with the parties involved
  • Solution options with their risks and dependencies
  • Order of magnitude of cost, and impact on existing systems
  • A recommendation, with the reasoning and the open questions

Terms of reference package

The description that goes into the tender, together with everything that makes bids comparable. The deliverable is written so that it can be published whichever bidders you approach.

What it includes:

  • Scope, requirements, interfaces and data flows
  • Non-functional requirements, including security and compliance
  • Acceptance criteria, and scope broken into stages
  • Assumptions, and the parts deliberately left out

Bid evaluation support

The criteria before publication, and the substantive comparison once the bids arrive. Suits you when the decision has to be defended after it has been made.

What it includes:

  • Evaluation criteria and weightings
  • A bid comparison matrix, requirement by requirement
  • Clarification questions for the bidders
  • A written summary for the evaluation committee

Independent oversight during delivery

The author of the description watches whether delivery matches what was agreed. Suits you when the contract is long and payment decisions have to be made on the basis of interim deliverables.

What it includes:

  • Review of interim deliverables at an agreed frequency
  • Checking against the acceptance criteria, and a list of findings
  • A written opinion before each acceptance and payment decision
  • A substantive assessment of change requests

Describe your situation in one message.

Write down what you plan to procure and by which date the decision has to be made. We talk the scope through and send a written offer. We reply within one working day, and the first discussion is free.