Tendering Procedures and Bid Evaluation
5 Day Training
Locations: Grayston Ridge Office Park, Sandton
Platform: Available In-Class / Online
Price: Available on request
Course Introduction
There is often a lengthy and complicated process attached to tendering a bid for contract work, and unless you are fully aware of what is involved you could be putting yourself and your company at risk. Compliance and awareness of procedures are of fundamental importance to the successful use of subcontracting, and this course will take you through the entire process from start to finish to ensure that you are fully prepared.
Are you responsible for tendering within your organisation? Do you want to become more proficient at analysing submissions in the bidding process?
Prospen Africa will empower you with all the necessary knowledge and understanding that you will need to ensure a smooth and compliant bidding process with this training course. You will leave this course with all of the necessary knowledge to implement a more structured and successful tendering process within your organisation.
Many organisations believe that tendering is the key to achieving this. This is partly led by government guidelines in the public sector, and policy in the private sector. Inevitably, the process is not always fully understood by those charged with the duty to implement it. If the tender is incorrectly prepared or executed, it will lead to buying the wrong goods or services and therefore creating high levels of risk and additional costs. Within this course, we will look at a variety of different procedures, cover in great detail how to ensure regulatory compliance, and educate you with best practice guidelines for every tender situation.
Course Objectives
Upon successful completion of this Tendering Procedures and Bid Evaluation course, participants will be able to –
Explain the fundamentals of the contracting process including how to identify suitable projects
and subcontractors and commence the bidding process
Understand the differing terminology used as part of the contracting process and use key
guidelines to rate the suitability of each project based on the tendering process
Outline and understand the tendering roadmap, identify opportunities and obstacles at each
stage of the process and plan ahead for successful contracting
Prepare a thorough contract with all necessary costings, planning, and considerations built-in
Educate your team and your organisation on the fundamental requirements for a successful
tender process and take responsibility for ensuring compliance with the contract requirements
Create a successful sourcing strategy for the use of sub-contractors
Effectively adapt your bid into a structured and compliant roadmap for the project
Who should attend?
This Tendering Procedures and Bid Evaluation course is ideally aimed at anyone who works within a Procurement function but would also be very suitable for –
Contract Managers
Contract Supervisors
Line Managers
Anyone involved in preparing bids for the tender
Managers and supervisors involved in subcontracting decisions
Bids Management Team
Subcontractors
Anyone already working within the contracting industry that is interested in learning more about the early stages of the contract award process
Training Methodology
Our diverse instructional approaches ensure effective learning:
– Lectures & Presentations: Engage with expert-driven, stimulating content.
– Course Material: Access well-crafted supporting resources.
– Group Work: Collaborate on discussions and case studies for practical insights.
– Workshops & Role-Play: Participate in immersive, scenario-based activities.
– Practical Application: Focus on applying theoretical knowledge in real situations.
– Post-Training Support: Receive extensive support after training for skill implementation.
Training Outline
Module One – Introduction to Tendering
A high-level overview of the whole contracting process
Introduction to tendering and why it is so impactful for your organisation
Understanding why the initial pre-award stages of the contracting process are so important
Analysing the roadmap to successful contracting and identifying key areas within the pre-award process
Module Two – The Tendering Process
Deeper insights into the various stages within the pre-award process itself
Identifying potential problem areas with the tender process
Sealed bidding procedures and how to navigate them
Engaging with subcontractors at various stages
Defining the appropriate strategy for your department
Module Three – Preparing the Contract
What constitutes a great bid and how can you ensure the contract represents this
How to determine what contracting strategies would work best for your organisation
Using analysis to determine decision-making capabilities
Technical tools to support contract drafting and cost analysis
Creating the small print – building the T&C’s that will protect you
Understanding around different types of contracts – lump sum vs cost plus
Module Four – Subcontracting
Looking at various options for the subcontracting process
How to identify and find excellent subcontractors
Legalities and regulatory framework for engaging subcontractors
Cost analysis and budgeting tools
International considerations for subcontracting
Module Five – Preparing for a Successful Bid
Awareness of important areas such as budgeting constraints
Looking at the implications of the various types of contracts
Build your own checklist and guidance framework to clearly state what constitutes a
successful bid
How to prepare for the bidding process
Consideration of special forms of contracting
Module Six – The Bidding Process
Commencing the bidding process and inviting bids
How to conduct a successful tender briefing and who should be there
Ensuring compliant interaction through the bidding process
Advice on fundamentals such as timescales
How to deliver a successful tender panel if required
Module Seven – Evaluating the Bids
Assessing how to choose the best bid for your business
Using your framework from Module Five to analyse and better understand the bids
The different stages of evaluation and what is involved in each one
Using tools such as CBE (Commercial Bid Evaluation) to evaluate bids
How to determine the winning bid and prepare the recommendation report
Module Eight – Awarding the Contract
Engaging with all subcontractors through a detailed debriefing process
Commencing with the winning bid and how to prepare for the contract
Lessons learned to streamline the process for next time
