The buyer notes the technical report point by point, according to the criteria and sub-criteria that he has announced. A report that follows their order and proves every claim (means, methods, references) has every chance of winning points. A text copied verbatim from a previous file loses them, even if it is well written.
In short
- The technical report bears the note of Technical value Its weight is fixed in the regulation of the consultation.
- Its structure must reinstating the criteria, Not the one from your brochure.
- Each affirmation calls for proof : a reference, a means, a document.
What is the technical report for?
The technical documentation is the part of your offer that explains How you will execute the market: your understanding of the need, your method, your human and material resources, your organization, your commitments.
It is he that the buyer reads to assign the note of Technical value. The weight of this note varies from one consultation to another: it is indicated in the consultation rules, along with the other criteria for judging. Before writing the first line, check it: it is he who determines how many points are at stake in this document.
The memo is not a free text document. A weak memo costs points; a memo that does not provide what the consultation documents require may lead to the offer being rejected. irregular (Public procurement code, art. L2152-2).
What the buyer really notes
The buyer does not read your memo like an ordinary reader. He has a framework, built based on the criteria and sub-criteria As announced in the regulation: methodology, human resources, material resources, planning, quality approach, environment, depending on the case. For each sub-criterion, it seeks an answer and notes it.
Three consequences:
- What is not found is not recorded. A good answer buried in the middle of a paragraph on another subject may go unnoticed.
- What is generic brings in almost nothing. «We go the extra mile to guarantee quality» sets your offer apart from any other.
- What is proven weighs more than what is claimed. A described method, a named means, a comparable reference: that is what the buyer can note.
Follow the structure of the criteria, not their own
The first rule is the simplest, yet easy to forget: restate the sub-criteria of the regulation as the titles of your essay, in the same order.
If the regulation provides a frame of technical memory, Follow it to the letter: the buyer built his own grille on this frame. If he does not provide it, build your own using the sub-criteria.
In this way, you do the evaluator’s job in his place: he finds each answer where he expects it to be.
Proving rather than asserting
For each part of the essay, ask yourself the following question: What proves what I am writing?
| What you claim | Which proves it |
|---|---|
| «We have experience with this type of project / mission» | Two or three comparable references: client, amount, year, nature of the work or service |
| «Our team is qualified» | The CVs of the people assigned to the market, their qualifications, their authorizations |
| «We respect the deadlines» | A detailed schedule, with the milestones of the market |
| «We have the necessary means» | The list of the allocated material resources, not the total company fleet |
| «We are committed to the environment» | The concrete measures planned in this market, and any possible certifications |
An assertion without evidence is not false. It is simply impossible to note.
With Optima Proposal Manager
Your references, CVs, certificates and methods are stored once in your knowledge base. The storage takes place in one go: a large file is loaded in about a quarter of an hour. Then, for each response, the software uses this database to write the answer together with you.
A typical framework for technical memory
To be systematically adapted to the sub-criteria of the regulation. If these impose a different order, that is the order that prevails.
- Company presentation : concise, focused on what matters for this market.
- Understanding the need What you have retained from the specifications, the points of attention that you have identified.
- Methodology : how you will execute, step by step.
- Human resources : who is assigned to the market, with what role, with what qualifications.
- Material means : which will be mobilized in this market specifically.
- Planning the steps, the deadlines, the milestones.
- Quality, safety, environment : the measures planned in this market.
- References : comparable markets, with their characteristics.
- Appendices CVs, certificates, technical sheets, certificates.
One memo per lot or one common memo?
When a market is allotted, The first question is to know what the regulation requires: some require a single document per lot, others accept a single document.
If you have a choice, keep a simple rule: As soon as the means, the method, or the team differ from one batch to another, make a report for each batch. A joint report that forces the evaluator to look for what applies to their lot takes time away from them and costs you points.
Writing a technical paper with AI
A general AI can produce fluid text on any topic. That is precisely the problem: a fluid and generic text is exactly what does not earn points.
An AI becomes useful when it goes out of your documents Your references, your methods, your means, your past responses. She can then propose a first version structured according to the criteria, which you read, correct and complete.
What it does not replace: your knowledge of the project or the mission, your choice of what deserves to be highlighted, and your rereading.
Write your technical report with Optima Proposal Manager
That is the logic of’Optima Proposal Manager. The software first analyzes the consultation file and extracts the judgment criteria. Then it writes the technical report together with you, based on your knowledge base and the building blocks of your past responses, arranged in order of the new criteria, either in bulk or individually. You read it again, make corrections, and validate it.
And each answer enriches your base for the next one.
Frequently asked questions
What is a technical report?
The part of the offer that explains how the company will execute the project: understanding the need, method, human and material resources, planning, commitments. It is on this that the technical value note is based.
Is the technical report mandatory?
It is so when the consultation documents require it. An offer that does not provide what is required can be ruled irregular.
How many pages should a technical report have?
There is no standard length. Some regulations set a maximum number of pages: respect that. Otherwise, aim for what allows you to meet each sub-criterion with evidence, no more.
Can an old technical memory be reused?
Its bricks, yes: references, CVs, means and methods. Its structure, no: it must follow the criteria of the new consultation.
Can we write a technical paper using AI?
Yes, provided that it comes from your own documents and that you read through everything. A generic text produced without your evidence does not earn you any points.
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