Course Description:

Whether your organization is seeking better prices or services from its suppliers, or contracting out and outsourcing areas of activity, effective tender/RFP preparation is a way of assessing what a competitive marketplace can offer. Effective tendering techniques are now being employed by organizations as a way of ensuring that they are contracting with the suppliers that have the best prices and levels of service. 

Course Goal:

To improve the participant’s competencies in the area of tender evaluation and contract preparation.  

Course Objective:

By the end of this Course the participant will be able to:

1. Reduce the effort, time and costs involved in preparing and evaluating supplier proposals
2. Understand how to write and advertise a tender/RFP
3. Learn how to prepare tenders/RFPs that solicit better and more competitive bids
4. Analyze best practices for filtering and rejecting proposals
5. Develop an elimination and ranking criteria within your organization, for suppliers
6. Grasp techniques for actively managing and measuring supplier performance

Course Outline:

• Tender Evaluation

1. An Overview
   • General Review of Project Requirements
   • Reviewing Inquiry Requirements (Technical & Commercial)
   • Reviewing Approved Suppliers Invited and the Bidders Quoted
2. Techniques & Tender Study
3. Technical Evaluation Techniques
4. Un-priced Commercial Evaluation
5. Financial Technical Evaluation Report
6. Opening of Priced Commercial.
7. Bid Tabulation / Evaluation Techniques
8. Commercial Evaluation Report, with Recommendation of Successful Bidder
9. Pre-award Meeting Agenda
10. Introduction to Negotiating Techniques
11. Letter / Fax of Intent
12. Preparation of Material Requisition for Purchasing (Specifications, Agreed Commercial Terms & Conditions)

• Contract Preparation

1. Main Contract Types
2. Nature of Contract
3. Object of Contract
4. Anti-Fraud Program
5. Contract Preparation Workshop