Project Performance International

Introduction

This is a 4-day course designed to provide the students with a solid grounding in both the philosophy of procurement by tender, together with tender evaluation techniques, in depth. Built around a series of practical simulation exercises and workshops, this course will upon completion enable students to design, prepare for, and carry out a formal tender evaluation, participate in tender evaluation working groups, and prepare source evaluation reports.

Who Should Attend This Course?

This course is designed for people who are responsible for tender evaluation policy, planning or implementation in relation to the acquisition of major capital items or the provision of substantial services. Job titles of typical participants are likely to include project manager, business manager, project engineer, acquisition manager, financial manager, evaluation team leader, contract manager and the like. The course is also intended for prospective tender evaluation team members; i.e. all persons performing tender evaluation functions.

Staff responsible within tenderer organisations for the preparation of tenders and proposals will also find the course to be of relevance to the preparation of effective responses to requests for tender and requests for proposal.

Training Method and Materials

The course is built around a simulated tender evaluation project introduced early in the course. The workshop tender evaluation project is used as the vehicle for the presentation and development of most course topics. Computer-based support is used where applicable to simulate real tender evaluations. Lecture sessions are used to introduce concepts, and to cover some topics which are unsuited to a workshop approach. Course notes and handouts contain extensive reference material. You will be provided with:

Training Objective

At the conclusion of the course, delegates are expected to:

• understand the conceptual basis of value and evaluation;
• understand the nature of risk and opportunity;
• be aware of common tender evaluation policies and practices of governments and industry;
• be able to plan a tender evaluation;
• have the basic skills necessary to construct tender evaluation models which closely represent the values of the sponsor and/or other stakeholders, and which allow risk to be dealt with effectively;
• be able to accommodate multiple stakeholders in tender evaluation models;
• be able to accommodate multiple uses in tender evaluation models;
• be able to perform tender evaluations within their fields of expertise;
• be aware of the many traps in tender evaluation;
• be able to prepare a source evaluation (source selection) report.

Advanced Tender Evaluation Course Outline

1. Introduction

• Course Summary
• Principles of Tender Evaluation and Source Selection
• Representative Commonwealth Government Policies
  
• Value for Money
• Acquisition Process
• Organization
• Approvals
• Documentation
• Schedule
• Categorisation of Major Capital Equipment Projects
• Life Cycle Cost
• Planning
• Consultation
• Staged Procurement
• Invitation to Register Interest (ITR)
• Request for Proposal (RFP)
• Request for Tender (RFT)
• Sole Source Procurements

2. The Request for Tender

• Overview
• Structure
• Standard Forms of Contract
• Evaluation Criteria
• Intention to Shortlist
• The Tender Evaluation Baseline
• Ranking of Requirements in Statements of Work
• Costs of Tendering
• Release of the RFT
• Release of a draft RFT
• Amendments to the RFT

3. The Tender Evaluation Plan

• Overview
• Structure
• Evaluation Criteria
• Propriety and Integrity
• Tender Evaluation organization
• Tender Evaluation Board
• TEWG Leaders Group
• Tender Evaluation Working Groups
• Use of Consultants
• Schedule
• Evaluation Methodology
• Communications
• Visits to Tenderers' Sites
• Data Control
• The Tender Evaluation Guide

4. Requirements Analysis for the Military Capability

• Overview
• Screening
• Short-listing
• Setting Aside
• Clarification of Testers
• Visits to Tenderers' Sites
• Compliance Assessment and Rating
• Compliance Assessment
• Risk Assessment
• Rating
• Comparative Assessment and Ranking
• Deliver Program
• Australian Industry Involvement
• Cost Analysis
• Tendered Price and Pricing Software
• Financial Investigation
• Net Present Value
• Determining Best Value for Money

5. Tender Evaluation Tools

• Overview of Software Support
• Value Modelling Tools – AHP & ANP
• Value Modelling Tools - MAUT
• Quantitative Risk Analysis Tools
• Network Scheduling Tools
• Tender Evaluation Tools
• Submission of Tenders in Electronic File Format
• Submission of Tenders On-line
• Survey of Tender Evaluation Software Tools
• Pitfalls and Pointers in the Use of Software Tools

6. The Source Evaluation Report

• Overview
• Structure
• Presenting:
• Compliance Assessment and Rating
• Comparative Assessment and Ranking
• Industry Program
• Costs
• Value for Money
• Negotiation Issues

7. Summary

About the Presenter - Mr. Clive Tudge, CEng MIET.

Clive Tudge is a professional Chartered Engineer with considerable national and International experience in senior project management, engineering management, and more recently, training positions in industry and government.

Clive obtained his College Diploma at the College of Electronics, which was then attached to the Ministry of Defence in the U.K. The Diploma qualified him as a Member of the Institution of Electrical Engineers (IEE), which is now known as the Institution of Engineering and Technology (IET). Clive has been on the Committee of the IET in Queensland for the last 20 years, and for three of these years was the President.

Read more about Clive Tudge.

For further information on how to register, or to download a copy of the registration form, please click here.

Advanced Tender Evaluation Course Schedule

28 May - 31 May 2012 Open for Registrations Code: P070-31

Canberra, Australia Venue to be advised.

Standard Fee: AUD2770 Earlybird Fee: AUD2493

Brochure Not Available Download Reg. Form Register Online

12 Nov - 15 Nov 2012 Open for Registrations Code: P070-32

Canberra, Australia Venue to be advised.

Standard Fee: AUD2770 Earlybird Fee: AUD2493

Brochure Not Available Download Reg. Form Register Online

27 May - 30 May 2013 Open for Registrations Code: P070-33

Canberra, Australia National Press Club of Australia

Standard Fee: AUD2980 Earlybird Fee: AUD2680

Brochure Not Available Reg. Form Not Available Register Online

11 Nov - 14 Nov 2013 Open for Registrations Code: P070-34

Canberra, Australia National Press Club of Australia

Standard Fee: AUD2980 Earlybird Fee: AUD2680

Brochure Not Available Reg. Form Not Available Register Online

How to Register

There are three simple ways to register to one of our courses.

1. Online. You may register online by clicking the "register online" link next to the course of interest.
2. Fax. Download a registration form by clicking the link above the schedule and fax the completed form to our offices on +61 3 9876 2664 (Australia) or +1 888 772 5191 (North America).
3. Email. Download a registration form by clicking the link next to the course of interest and email the form here.

Upon receiving a completed registration form, a course confirmation letter and invoice will be sent electronically to the email provided within 1-2 business days. Payment can made by credit card or by bank transfer.

If you need any assistance with the registration process or have any queries, please call one of our friendly team members on Australia +61 3 9876 7345, UK +44 20 3286 1995, North America +1 888 772 5174, Brazil +55 11 3230 8256 or email us.