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 supply 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; ie 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. Course notes and handouts contain extensive reference material. You will be provided with:

• comprehensive bound Course Notes 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 this course, delegates are expected to:

• understand the conceptual basis of value and evaluation
• be aware of common tender evaluation policies and practices of government and industry
• be able to plan a tender evaluation
• have the basic skills necessary to construct tender evaluation models which closely represent the priorities of the sponsor and/or other stakeholders, and which deal effectively with risk
• be able to perform tender evaluations within their fields of expertise
• be aware of many of the traps in tender evaluation
• be able to prepare a source evaluation 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
• Use of Tender Evaluation Tools
• Evaluation Hierarchies

6. The Source Evaluation Report

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

About the Presenter - Mr. David Green.

David Green is the Managing Director and Principal Engineer of Greenson Consulting Engineers, a specialist systems engineering practice in Melbourne, Australia. His professional interests lie in systems engineering (especially the areas of systems architecture, requirements engineering and configuration management) as well as in technical project management.

Click here for full presenter biography

Advanced Tender Evaluation Course Schedule