Tendering Process & Bid Management
This course will 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. The course features the use of case studies and presentations by participants followed by discussions.
· Study the contracting stages from setting the scope of work to awarding the contract
· Set objectives for the tendering process and recognize other alternative contracting methods
· Prepare tendering strategies and determine the sourcing method and scope of work of the project
· Plan the evaluation process of the bidders
· Evaluate in-depth the process of preparing tenders and selecting potential contractors
· Identify evaluation procedures and apply several methodologies using criteria, weights and scoring protocols to optimize bidder’s selection process
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
Logistics Officers, Managers and junior personnel who want to progress. Project team leaders, senior and mid-level managers who intend to enhance their knowledge in this area.