Description
This two-day, interactive classroom session will help you understand how to conduct a challenge free and successful competitive solicitation process. You will practice creating critical contract components such as Key Performance Indicators and other monitoring and measuring tools to ensure your organization receives what it expects. This session explores the intricacies of meeting your public-sector obligations of fairness and transparency in the context of a solicitation, particularly how to conduct a fair evaluation and award process according to the express terms of the solicitation document. This course also emphasizes the critical documentation that must be retained at each step of the process, and the importance of maintaining a good working relationship with contractors and suppliers.
Topics
- Solicitation methodologies and requirements
- Designing appropriate evaluation methodology, drafting criteria and weighting
- Key solicitation terms and critical contract provisions
- Alternate Dispute Resolution, governance, termination and contract transition
- Advertisements and electronic posting requirements and process
- Proponent meetings, site visits and enquiries
- Handling, safekeeping and opening of bids and proposals
- Recognizing and addressing bid-rigging and collusion
- Conducting fair, equal and transparent evaluation processes
- Notification of award, executing contract, debriefing unsuccessful vendors and formal vendor complaint processes
- Handling freedom of information requests and corporate reporting
Learning Objectives
- Learn how to design appropriate evaluation criteria and weighting
- Recognize conflict of interest and bias that may affect your evaluation team
- Manage the evaluation of bids and proposals
- Understand procurement strategies such as draft RFPs, web-based processes and multi-stage procurements
- Understand privilege clauses, their use, benifits and implications
- Identify the risks involved in cancelling a process after closing and what steps to take if this becomes necessary
- Learn how to conduct a fair and open process and handle vendor complaints in a professional manner
- Develop skills to set up the final contract including service levels, payment terms and exit rights
Expected Outcomes
Upon completion of this course, participants will have the necessary knowledge and tools to conduct the solicitation and award phase of the procurement and contract management cycle. They will be able to select an appropriate solicitation method based on requirements, draft Contract B terms, conduct an effective evaluation process and finalize contract award.
Learning Methods
Pre-reading, pre- and post-course assessments, lecture and PowerPoint presentation, facilitated discussions, case study examples, group exercises and scenario-based learning.
Pre-requisite or Also Recommended Courses
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