Tendering Procedures and Bid Evaluation

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 several 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 Audience

All those involved in the early stages of the contracting life cycle for them to have a full understanding of the tendering process and procedures and the different approaches of tender evaluation.

Target Competencies

• Contract preparation
• Writing scope of work
• Preparing contract plan
• Determining pricing strategy
• Understanding tendering process
• Evaluating bids
• Associations

Project Management Institute (PMI)®: Ciel Academy is accredited center for Project Management Institute (PMI) trainings®. As a result, Ciel Academy is authorized to issue Category Three Professional Development Units (PDU) that can be used for the authorization to take the Project Management Professional (PMP)® certification exam and for maintaining the PMP credentials.

Chartered Institute of Logistics and Transport (CILT): Ciel Academy is an Approved Training Provider. CILT is the world’s leading supply chain, logistics and transport professional body with over 33,000 members across the globe. CILT seeks to add value to individual and corporate members by enhancing their knowledge, careers, and businesses by setting, supporting and delivering professional standards and education in the fields of logistics, transport and supply chain.

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