Advanced Tender

Evaluation

a course presented over four days

Presented by Mr. Clive Tudge CEng MIET

http://www.ppi-int.com/training/tender-evaluation-course.php

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 in depth tender evaluation techniques. 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 organizations 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. The training manual and handouts contain extensive reference material. You will be provided with:

  • comprehensive training manual containing presentation material
  • a workbook containing workshop exercises, with worked examples also distributed in most cases
  • numerous supplementary descriptions, checklists, forms and charts which you can put to use immediately

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 Policies of Governments
  • Value
  • Value for Money
  • Acquisition Process
    • Organization
    • Approvals
    • Documentation
    • Schedule
  • Categorization of Major Capital Equipment and Services Projects
  • Life Cycle Cost
  • Planning
  • Consultation
  • Some Aspects of Staged Procurements
    • Request for Information
    • 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 and Systems Requirements Spec
  • Release of a draft RFT
  • Release of the RFT
  • Amendments to the RFT
  • Costs of Tendering

3. The Tender Evaluation Plan

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

4. Tender Evaluation

  • Overview
  • Screening
  • Shortlisting
  • Setting Aside
  • Clarification of Tenders
  • Visits to Tenderers' Sites
  • Compliance Assessment and Rating
    • Compliance Assessment
    • Risk Assessment
    • Rating
  • Comparative Assessment and Ranking
  • Consideration of Options
  • Program Delivery
  • National Industry Involvement
  • Cost Analysis
    • Tendered Price and Pricing Software
    • Financial Investigation
    • Net Present Value
  • Determining Best Value for Money

5. Use of Software Support

  • Overview of Software Support
    • Value Modeling Tools – AHP & ANP
    • Value Modeling 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 (if applicable)
    • 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 Engineering and Technology (IET), formally known as the Institution of Electrical Engineers (IEE). 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

There are currently no scheduled workshops for this region, feel free to enquire regarding an in-house proposal.

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 courses 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.

Testimonial

"Very practical focus. Drew from proven past experiences. Very deep insight into problems."

delegate, Melbourne

All courses are available on-site

Benefits of on-site training for your organisation include:

  • tailored in delivery to your industry
  • savings of up to 50%
  • encourages teamwork
  • formal tailoring possible

Enquire about on-site training for your company

Quote of the Day

Large skepticism leads to large understanding. Small skepticism leads to small understanding. No skepticism leads to no understanding. - Xi Zhist

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