Tendering Procedures and Bid Evaluation

Course content

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Why Attend
 
The overall aim of this course is to provide participants with the knowledge, concepts and skills needed to perform all tendering tasks. The course covers each step of the tendering processes and procedures as well as the different techniques and approaches used in evaluating the bids.
 
Participants in this interactive course will learn essential tools and techniques used in analyzing submitted bids including preliminary examination, technical evaluation and commercial evaluation.
 
Course Methodology
 
This course relies on the use of individual and group exercises aimed at helping participants learn all key activities in contract management. The course also features the use of a number of case studies and presentations by participants followed by discussions. In addition, this course incorporates pre and post testing.
 
Course Objectives
 
By the end of the course, participants will be able to:
 
List the contracting stages from setting the scope of work to awarding the contract
Outline the main objectives for the tendering process and recognize other alternative contracting methods
Prepare the tendering strategy, determine the sourcing method and scope of work of the project, and plan the evaluation process of the bidders
Evaluate in-depth the process of preparing tenders and selecting potential contractors
Identify preliminary, technical and commercial evaluation procedures and apply several methodologies using criteria, weights and scoring protocols to optimize bidder's selection process
 
 
 
Target Competencies
 
Contract preparation
Writing scope of work
Preparing contract plan
Determining pricing strategy
Understanding tendering process
Evaluating bids
 
 
Course Outline
 
Overview of contracting and tendering
 
Definition of a contract
Stages in contracting
Preparation and tendering
Award and administration
Defining tendering
Purpose of tendering
Alternatives of tendering
 
Objectives of tendering
 
Tendering process
Contracting methods
Competitive bidding
Competitive proposals
Reverse auction
 
Tendering preparation
 
Identifying requirements
Setting scope of work
Planning the evaluation process
Identifying suppliers
Developing tender documents
Invitation to tender
Terms and conditions
Tender briefing
Receiving and opening bids
 
Commercial and financial consideration
 
Contract pricing, fixed price, cost plus, unit price and measured work
Special forms of contracting
Payment terms
Value for money
Whole life costing
Most Economically Advantageous Tender (MEAT)
Contractor's strategy
Bid and no-bid decision
 
Tender evaluation and award
 
Evaluation process
Preliminary examination of bids
Detailed examination of bids
Rating scale
Scoring protocol
Compliance matrix
Technical bid scoring
Evaluation report
Awarding of contract
Post award conference
Debriefing unsuccessful bidders
Mistakes and protests



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