Contract Preparation and Tender Evaluation

Contract Preparation and Tender Evaluation

Methodology:

This training course relies on the use of group and individual exercises to support participants in learning all the administrative activities related to contract preparation. The course also includes case studies, presentations, and role-playing exercises followed by summary discussions. Additionally, a pre-course test is conducted before the start of the training and upon completion.

Course Objectives:

By the end of the course, participants will be able to:

• Identify the key elements of the contracting process.
• Describe the essential steps in the preparatory procedures for contracts, including formulating an appropriate scope of work, as well as terms and conditions, and determining the strategy for outsourcing.
• Understand different types of contracts and discuss various contracting strategies, including pricing.
• Describe the process of tender preparation, development of tender documents, and inviting qualified bidders.
• Utilize evaluation criteria to select suitable contractors for project implementation.

Target Audience:

This training course targets all professionals involved in the pre-contracting phase of the contracting process, including employees who have a role in determining the best contracting strategy, decision-making sources, and tenders.

Training Program Content:

• Overview of contracts and tenders.
• Key elements of contracts.
• Important concepts in contract management.
• Objectives of tenders.
• Different tender procedures.
• Contract preparation.
• Developing a contracting strategy.
• Contracting methods.
• Scope of work.
• Consequences of poor scope of work.
• Terms and conditions.
• Determining the strategy for outsourcing.
• Types and strategies of contracts.
• Fixed-price contracts.
• Fixed-price contracts with price adjustment based on economic factors.
• Fixed-price contracts with incentives.
• Cost-reimbursement contracts.
• Cost-reimbursement contracts with fixed fees.
• Cost-reimbursement contracts with award fees.
• Cost-reimbursement contracts with incentive fees.
• Materials and time contracts.
• Intellectual property.
• Tender procedures.
• Preparation and compilation of tender documents.
• Inviting potential contractors.
• Bid clarification meeting.
• Receipt and opening of bids.
• Evaluation of bids and contract award.
• Initial bid evaluation.
• Detailed bid evaluation.
• Commercial evaluation.
• Technical evaluation.
• Evaluation protocol.
• Bid award methodologies.