Advanced Tendering Procedures & Bid Evaluation

Transcription

1 An Intensive 5 Day Training Course Advanced Tendering Procedures & Bid Evaluation Effective Tendering, Bidding Strategies & Evaluation Sep 2017, Dubai 21-MAY-17 This course is Designed, Developed, and will be Delivered under iso Quality standards

2 Advanced Tendering Procedures & Bid Evaluation Effective Tendering, Bidding Strategies & Evaluation Why Choose this Training Course? The engagement and management of contractors and suppliers is a vital part of the oil, gas and petro-chemicals industry: huge sums of money are at stake, with projects of all types and sizes dependent on successful selection and management of contractors, vendors, providers of professional services and other third party suppliers. Procurement teams need to be able to put the right contracts in place which means clearly and accurately defining user requirements, attracting and selecting the right bidders to make proposals, correctly evaluating their proposals and ultimately making a contract award. This advanced level course will cover the key elements of the procurement cycle up to and including contract signature. It addresses the needs of professionals carrying out purchasing functions in the petroleum industries, and will enable them to develop and improve their key skills to manage tenders, bids and other competitive proposals. This training course will feature: Setting the best strategy for the procurement Planning and managing a tender process Selecting the best form of contract Examining the inherent risks in bids and tenders Techniques to attract suitably qualified vendors to your bid opportunity Methods to sift out unsuitable vendors How to optimize the interaction between Requesting Departments and Procurement teams Alternative methods for developing requirements documentation, such as the specification or scope of work Model clauses in Commercial terms and conditions Technical and Commercial evaluation methodologies Effective Management of the results after the competition Who is this Training Course for? This training course is suitable to a wide range of professionals in the petroleum industries, but will greatly benefit: Contract Professionals and Administrators Contract Analysts and Engineers Specifiers, Buyers, Purchasing Professionals and Procurement Officers Anyone involved in the preparation, evaluation and management of commercial invitations to tender, requests for bids and proposals and contracts for the purchase of services, materials or equipment What are the Goals? By the end of this training course, participants will be able to: Determine the procurement strategy choices available for a given opportunity Plan and manage a competitive tender process from A to Z Identify, assess and make proposals on how to manage procurement risks Select and apply alternative approaches to defining user requirements Create an appropriate evaluation methodology to judge bids and tenders Evaluate vendor proposals from a technical and commercial perspective Handle the outcomes from a competitive bid process How will this Training Course be Presented? The instructor will deploy a full range of lively and interactive practical training methods, including exercises, role plays, case studies, practice sessions and group discussions. Each topic will be underpinned by a presentation that highlights key issues to focus on. The learning experience will be supported by a reference manual containing model documents and templates, case studies and examples of best practice. Participants will draft answers, make presentations and receive personal feedback on their performance. Discussions will enable participants to share their own experiences with the rest of the group.

3 Daily Agenda Day One: Setting the Strategy for Bids and Tenders Competency Description: As procurement professional you need to take the lead, or provide assistance to others, in setting the purchasing strategy, and then turning the strategy into an effective tender plan. Leadership within your function Setting the direction of the purchasing project Tender Process planning management Giving advice and guidance to requesting departments Competitive and non-competitive bids Selecting the tender strategy Creating the tender plan Using e-procurement techniques Analysing Tendering risks Choosing the best contract type, including Lump sum contracts Fixed price contracts Cost reimbursement contracts Measurement contracts Industry specific contract types Day Two: Best Practices in Tender Procedures Competency Description: As the procurement lead, or as a significant contributor to implementing the tender plan, you need to have an excellent understanding of what the tenders process is and how to add value to the process. Expedite the selection of the bidders Facilitate and enhance the development of an internal cost estimate Constructively challenge the requirements assessment Manage the tender activities efficiently and effectively Avoiding external communications traps The End to End procurement cycle Seeking expressions of interest Advertising the contract Pre-qualification methodologies The importance of the internal cost estimate What is the role for negotiation? Advanced Tendering Procedures & Bid Evaluation

4 Membership No.: Day Four: Managing the Technical and Commercial Evaluation Day Three: Optimizing the Tender Documents Competency Description: The tender process depends on bidders receiving documentation they can understand and that encourages them to bid cost-effective solutions to meet the buyer s needs. Every document in the buying organisation s Invitation pack can improve or reduce the prospects of a successful competition. Procurement professionals should apply their skills to encourage a healthy competitive response. Suggest improvements to the statement of requirements Contribute to the debate about the terms and conditions to apply Identify the unintended consequences of the scope of work documents Plan a robust and realistic tender response schedule Contents of the Tender package? Ensuring a robust specification / Scope of Work Defining the response you require from bidders Essential clauses in the draft terms and conditions Anticipating and reducing the risk of scope change QuAliTy CErTifiCATion Competency Description: Many organizations recognize that the cheapest compliant proposal may not give the best value for money. But how can organizations establish a fair and transparent process that enables them to select a bid that is not the lowest price? Understand the evaluation options Make the case for alternative evaluation and award criteria Construction of an evaluation framework The purpose of bid evaluation Lowest price or best value for money? Stages of the evaluation Clarifying bids to assist the evaluation Choosing Evaluation / Award criteria Techniques to carry out the evaluation Day Five: Managing the Contract Award Stage Competency Description: The results of the evaluation should lead to a contract award to the winning bidder and the rejection of unsuccessful bids. But the process needs careful communications and sometimes the result is challenged or the winner declines the award. What are the traps to avoid and tips to follow to ensure the competition leads to contract commencement? Avoiding process traps for the unwary buyer Dealing with disappointed losing bidders Securing the commitment of the winners Member of Clear Concepts. Clean Environment. The PMI Registered Education Provider logo is a registered mark of the Project Management Institute, Inc. Communicating the results internally and externally Working with Tender Bonds and Performance Guarantees Dealing with disputed contract awards Operating under pre-contract Letters of Intent Managing pre-contract scope changes Advanced Tendering Procedures & Bid Evaluation

5 Advanced Tendering Procedures & Bid Evaluation Effective Tendering, Bidding Strategies & Evaluation Course Dates, Venues and Fees Sep 2017 Dubai $4,500 This fee is inclusive of Documentation, Lunch and Refreshments Please use BLOCK CAPITALS to fill in this form. It is important that you read carefully through all information before starting to complete the form. Registration Details Family Name: First Name (Mr./Ms.): Position: Company: Mailing Address: Telephone: Mobile: Fax: Authorisation Authorisation By: Position: Company: Mailing Address: Telephone: Mobile: Fax: In-house Training Maximize your training budget and have several members of your staff, who require specific training, to attend with the advantage of not incurring additional travel costs when attending a public training courses & seminars. Would you like a PetroKnowledge training course delivered at a time or location to suit you? Would you like PetroKnowledge to tailor a course from our comprehensive library of programmes? Or would you like us to create an entirely new, bespoke course to suit the exact needs of your organisation? Working in partnership with our clients, PetroKnowledge provides an enjoyable, creative learning experience that enables participants to develop their skills and knowledge. We can deliver not only generic, off-the-shelf courses from our extensive learning portfolio, but we can provide tailored as well as bespoke learning on any aspect of skill development or knowledge. Our in-house courses are conducted by the same expert trainers who conduct PetroKnowledge public courses so you can be assured they will fulfill the learning objective of any organisation

6 Booking Terms & Conditions Booking Bookings for courses can be made via our website (petroknowledge.com) or by contacting our Registration Desk on or at reg@petroknowledge.com For on-line bookings, please select the course that you require and click on the Register Now button, following the instructions step by step Upon receipt of booking in order, enrollment on the respective training course will be confirmed by Registration Team with all necessary documentation Invoicing and Payment Our fees include course presentation, relevant materials, physical & digital documentation, lunch and refreshments served during entire training. Accommodation charges are not included in the course fees Course fees are payable upon booking unless a valid, authorized Purchase Order is provided and accepted Invoices will be sent via /courier to the ID/name and address provided We prefer to have the fees payment in our account before the start of training course. However, if your company has a different payment policy, the same should inform us in advance The currency of fees is in US Dollars (USD). Payments can be made in USD or UAE local currency AED (Arab Emirates Dirhams) either by Bank Transfer or by Credit Card. Our Bank Account details will be provided on the Invoice Please note that we do accept payment by cash, in USD or AED, only for the last minute bookings Cancellation of Courses It may be necessary for PetroKnowledge to amend or cancel any course, course times, instructors, dates or published fees due to unforeseen circumstances and we reserve the right for such changes Any amendments will be advised before the course start date and any bookings already paid in full will not be subject to increased fees Cancellation by Client Once you have completed your booking, received your confirmation of enrollment and a dated payment Invoice, you are deemed to have a contract with PetroKnowledge. You reserve the right to cancel this contract given the below terms All cancellations must be received in writing at reg@petroknowledge.com and info@petroknowledge.com at least 14 days prior to the training After the cancellation period has expired, consideration may be given, on a case to case basis, if a registered delegate nominates a substitute on the same course, shifts to next session of the course or moves to a new course For a cancellation request made on or before the statutory 14 day cancellation period, a refund may be given or a credit note issued which can be used against future course fees A 25% administration fee (of the total course fee at the time of booking) will be charged for any cancellations made outside of the statutory cancellation period Attendance Certificate The daily course schedule should be accurately followed to ensure undeterred implementation of our training All delegates, who participated in their course throughout, will receive the Certificate of Completion on the last day Please report any foreseeable absences to a PetroKnowledge representative or to your sponsors directly An absence of three (3) or more sessions of the course will invalidate your eligibility for the Certificate of Completion T: F: E: info@petroknowledge.com P.O. Box: , Abu Dhabi, U.A.E.