Course Details

This course is appropriate for a wide range of professionals but not limited to:

• Procurement and Sourcing Specialists
• Contract and Tendering Managers
• Project Managers and Engineers involved in procurement decisions
• Legal and Compliance Professionals
• Technical Leads responsible for specification development

• Expert-led sessions with dynamic visual aids
• Comprehensive course manual to support practical application and reinforcement
• Interactive discussions addressing participants’ real-world projects and challenges
• Insightful case studies and proven best practices to enhance learning

By the end of this course, participants should be able to:

• Design and manage the entire lifecycle of a complex, multi-stage tendering process.
• Develop clear, unambiguous, and performance-based specifications and tender documents.
• Implement structured technical, commercial, and financial bid evaluation methodologies.
• Apply risk scoring and life-cycle costing to ensure optimal long-term supplier selection.
• Maintain transparency, fairness, and legal compliance throughout the procurement process.
• Effectively manage post-tender clarification, negotiation, and contract award.

DAY 1

Strategic Tendering Planning and Documentation

• Welcome and introduction
• Pre-test
• Aligning the tendering strategy with organizational procurement objectives
• Choosing the right tendering method: Open, selective, and negotiated procedures
• Developing the comprehensive Tender Document (RFP/ITT) structure and content
• Drafting clear and legally sound Technical Specifications and Statements of Work (SOW)
• Managing pre-qualification (PQQ) and supplier shortlisting

DAY 2

Managing the Tender Process and Communication

• Launching the tender and managing the formal submission process
• Best practices for conducting pre-bid meetings and site visits
• Handling bidder inquiries and issuing clarifications (addendums) efficiently
• Ensuring confidentiality, transparency, and integrity in the process
• Procedures for secure bid receipt, opening, and initial verification

DAY 3

Technical and Commercial Bid Evaluation

• Establishing a defensible Bid Evaluation Criteria and scoring model
• Technical Evaluation: Assessing compliance, methodology, and technical risk
• §ommercial Evaluation: Checking pricing consistency, completeness, and financial stability of bidders
• Utilizing Life-Cycle Costing (LCC) and Total Cost of Ownership (TCO) in appraisal
• Conducting commercial normalization and adjusting for non-compliant elements

DAY 4

Advanced Appraisal and Supplier Selection

• Implementing a structured Risk Scoring model for assessing bidder risk profiles
• Post-tender clarification and dialogue management protocols
• Techniques for managing ethical conflicts and avoiding collusion
• The role of the Evaluation Committee and final recommendation report preparation
• Managing post-tender negotiations and best and final offer (BAFO) procedures

DAY 5

Contract Award and Lessons Learned

• Formal procedures for Contract Award and informing unsuccessful bidders (debriefing)
• Legal aspects of the tender process and avoiding procurement challenges
• Handover process from procurement to contract management/project teams
• Documenting lessons learned for continuous improvement of procedures
• Post-test
• Certificate ceremony