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- Duration / Course length: 5 Days
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Course details
OverviewThis course has been designed to assist procurement specialists in the development of realistic and measurable evaluation criteria thus allowing them to evaluate and differentiate between bids while ensuring the process is complete and fair.
Objective
By the end of the programparticipants are expected to:
- Identifies the various policies and directive applicable to bid evaluation
- Enables the participant to understand the essential elements of a Statement of Work (SOW)
- Provides a list of the rolesresponsibilities and accountabilities of individuals in the various phases of evaluation
- Explains the difference between mandatory and weighted evaluation criteria
- Introduces the minimum elements of an evaluation plan/strategy
- Identifies the various contractor selection methodologies
- Describes points of concern when debriefing bidders
Who Should Attend
Every member of the project and contract delivery team including:
- Project managers
- Compliance managers
- Business development managers
- Contract administrator
- Commercial officer
- Sales manager
- Contracts managers
- Commercial managers
Course Outlines
Day 1: Defining Client Roles and Responsibilities
- Presents the goal of evaluation and selection methods
- Provides a list of policies and related legislation
- Stresses the departmental guiding principles and best procurement practices
- Defines the role and responsibilities of personnel involved within the evaluation and contractor methodology process
Day 2: Identifying the Requirements to Prepare the Bid Solicitation Document
- Discusses the structure and content of the SOW provided by the client
- Explores the importance of the requirement definitions
- Presents a detailed list of elements of a bid solicitation document
- Defines players and responsibilities of the bid evaluation team
- Includes an exercise where participants are required to prepare an interview with a client in order to revise his/her SOW
Day 3: Developing the Evaluation Method Criteria and Contractor Selection Methodology
- Introduces the importance of carefully developing the bid evaluation plan
- Focuses on different evaluation and selection methods
- Discusses the evaluation criteria including mandatory criteria and point-rated criteria
- Presents examples of bid evaluation criteria scoring grid
- Explains how to assign rating values to evaluation criteria and develop a detailed scoring grid
- Emphasizes the advantages and disadvantages of most common contractor selection methods
- Includes a case study where participants are required to develop evaluation criteria and to identify the contractor selection methodology
Day 4: Evaluating the Bid Responses
- Explores in depth the evaluation process
- Presents examples of bid scoring grids and the Evaluation Summary Report
- Introduces negotiation procedures
- Discusses the options of bypassing cancelling reissuing and extending bids
- Lists the considerations prior to awarding a contract and most common complaints
- Provides an introduction of Canadian International Trade Tribunal and lessons learned from past bid challenges
- Includes an exercise where participants are required to review bids and recommend the awards
Day 5: Debriefing the Unsuccessful Bidders
- Provides definitions of bid rigging
- Discusses the notification of unsuccessful bidders and debriefings
- Presents the Access to Information Act and the Privacy Act
- Includes a "role-play" exercise where participants are required to debrief an unsuccessful bidder
Job roles this course is suitable for:
Project , Compliance , Business , development , Admin , Officer , Sales manager , Contracts manager , commercial managerAbout London Training For Excellence
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