Course Details

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

• Procurement and Tendering Managers
• Project Managers and Project Engineers
• Technical Leads responsible for drafting requirements
• Contract Administrators and Commercial Managers
• Individuals responsible for managing supplier/contractor performance

• 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:

• Develop clear, unambiguous, and performance-based Specifications and Statements of Work (SOW).
• Design and execute a structured, compliant Tendering and bid evaluation process.
• Select the optimal contract type based on the project risk profile.
• Implement robust Contract Management systems for performance monitoring and control.
• Effectively manage variations, claims, and disputes arising from contractual documents.
• Ensure full alignment between the original specification, the awarded tender, and the executed contract.

DAY 1

Strategic Planning and Specifications Development

• Welcome and introduction
• Pre-test
• Integrating Tenders, Specifications, and Contracts for project success
• Defining project requirements and objectives
• Specifications Development: Principles of clarity, completeness, and non-ambiguity
• Differentiating between prescriptive, performance-based, and functional specifications
• Reviewing and quality checking technical specifications

DAY 2

Tendering Process Management

• Determining the sourcing strategy and the appropriate tendering method (RFP, RFQ, ITB)
• Developing the Tender Document (RFP/ITT): Structure, legal terms, and commercial requirements
• Managing the pre-qualification and shortlisting of bidders
• Procedures for issuing tenders, managing bidder inquiries, and issuing addendums
• Ensuring process transparency and compliance

DAY 3

Bid Evaluation and Contract Award

• Establishing the comprehensive Bid Evaluation Criteria and scoring model
• Technical vs. Commercial evaluation and normalization techniques
• Conducting financial and risk analysis of bidders
• Managing post-tender clarification and negotiation strategies
• Formal procedures for Contract Award and documentation

DAY 4

Contract Management and Administration

• Establishing the Contract Administration system and defining key roles
• Contract Administration: Monitoring contractor performance against the Specification
• Managing the formal Change Control process and contract variations
• Payment certification, invoicing, and financial management
• Quality assurance, defect notification, and non-conformance management

DAY 5

Risk, Claims, and Contract Closeout

• Identifying and mitigating risks arising from the Specification and the Contract
• Proactive management of claims for delay, disruption, and additional cost
• Formal procedures for contract suspension, termination, and dispute resolution
• Final acceptance, contract closeout, and handover of documentation
• Post-test
• Certificate ceremony