+971 2 557 7389 info@petroknowledge.com
Petroknowledge

An Intensive 5 Day Training Course

Advanced Tendering Procedures
& Bid Evaluation

Effective Tendering, Bidding Strategies & Evaluation

Print this Course

Code Date Venue Fee($)
MM110 16 - 20 Sep 2018 Dubai - UAE 4,750
MM110 15 - 19 Sep 2019 Dubai - UAE 4,950

*All fees are exclusive of VAT


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 meansclearly 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 PetroKnowledge training 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:


Training Objectives click here

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

Target Audience click here

Who is this Training Course for?

This PetroKnowledge 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

Training Methods click here

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.

Daily Agenda click here

Day One: Setting the Strategy for Bids and Tender

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.

Key behaviours

  • Leadership within your function
  • Setting the direction of the purchasing project
  • Tender Process planning management
  • Giving advice and guidance to requesting departments

Topics to be covered

  • 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.

Key behaviours

  • 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

Topics to be covered

  • 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?

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.

Key behaviours

  • 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

Topics to be covered

  • 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

Day Four: Managing the Technical and Commercial Evaluation

Competency Description:Many organisations recognise that the cheapest compliant proposal may not give the best value for money. But how can organisations establish a fair and transparent process that enables them to select a bid that is not the lowest price?

Key behaviours

  • Understand the evaluation options
  • Make the case for alternative evaluation and award criteria
  • Construction of an evaluation framework

Topics to be covered

  • 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?

Key behaviours

  • Avoiding process traps for the unwary buyer
  • Dealing with disappointed losing bidders
  • Securing the commitment of the winners

Topics to be covered

  • 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

Related Courses click here


Register Quick Enquiry Request an In-House Proposal

DMCA.com Protection Status

Home » Courses » Contracts, Purchasing & Procurement Management » Advanced Tendering Procedures & Bid Evaluation
PetroKnowledge Training


Advanced Tendering Procedures
& Bid Evaluation

Effective Tendering, Bidding Strategies & Evaluation


Code Date Venue Fees
MM110 16 - 20 Sep 2018 Dubai - UAE $4,750
MM110 15 - 19 Sep 2019 Dubai - UAE $4,950



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 meansclearly 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 PetroKnowledge training 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:


Training Objectives

What are the Goals?

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

Target Audience

Who is this Training Course for?

This PetroKnowledge training course is suitable to a wide range of professionals in the petroleum industries, but will greatly benefit:

Training Methods

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.

Daily Agenda

Day One: Setting the Strategy for Bids and Tender

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.

Key behaviours

Topics to be covered

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.

Key behaviours

Topics to be covered

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.

Key behaviours

Topics to be covered

Day Four: Managing the Technical and Commercial Evaluation

Competency Description:Many organisations recognise that the cheapest compliant proposal may not give the best value for money. But how can organisations establish a fair and transparent process that enables them to select a bid that is not the lowest price?

Key behaviours

Topics to be covered

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?

Key behaviours

Topics to be covered

Print Page

© 2018. Material published by Petroknowledge shown here is copyrighted.

All rights reserved. Any unauthorized copying, distribution, use, dissemination, downloading, storing (in any medium), transmission, reproduction or reliance in whole or any part of this course outline is prohibited and will constitute an infringement of copyright.


Sending your message. Please wait...

Close

There was a problem sending your message. Please try again.

Please complete all the fields in the form before sending.

Download PDF

© 2018. Material published by Petroknowledge shown here is copyrighted.

All rights reserved. Any unauthorized copying, distribution, use, dissemination, downloading, storing (in any medium), transmission, reproduction or reliance in whole or any part of this course outline is prohibited and will constitute an infringement of copyright.


Sending your message. Please wait...

Download PDF Click here to download PDF file Close

There was a problem sending your message. Please try again.

Please complete all the fields in the form before sending.

Download The Complete PetroKnowledge Training Schedules Here

Quality Assured Training

PetroKnowledge is one of the exclusive group of training providers who have been awarded the prestigious ISO 29990:2010 accreditation.

ISO 29990:2010 ISO 29990:2010 & ISO 9001:2015

Our Training Partners

We are an approved training provider and partner to over 10 global institutions. We believe in training excellence and our partners are a testament to that commitment.

Institute of Leadership & Management
Institute of Marine Engineering, Science and Technology
 Maintenance & Reliability Professionals
Energy Institute
merican Society for Nondestructive Testing
American Welding Society
Project Management Institute
German Association for Water, Wastewater and Waste (DWA).

The PMI® Registered Education Provider logo is a registered mark of the Project Management Institute, Inc.