Tender, Bids & Proposals in Procurement

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Description

The process of bidding, for both public and private sector work can be complex and time consuming.

If you get it wrong, it is costly and potentially detrimental to your business. To provide your organisation with the right knowledge and tools to win your bid for contracts successfully, we have developed a 2-day comprehensive tender bidding course including a bid writing session. Both bidders and tenderers must have fundamental legal knowledge, legal risk and liability management in pre-contract, during and award stage.

The ability to write a competitive and strong tender submission requires preparation, planning and time. As testament to the quality and further learning value, our past tender and bidding courses have been attended by both private and public sectors and received excellent testimonials from past delegates.

Do you need to improve your team’s success with tendering? Or want to win more public sector tenders?

This programme is specifically designed for non-legal professionals, process owners, and department heads who need a robust understanding of the practical and legal aspects of tender management. Develop your team’s leadership in navigating the tender process with confidence and skill, ensuring your bids stand out and succeed.

This course is HRD Corp (HRDC / HRDF) claimable.

Additional information

Mode

Online, 2-days
In-House

N/A

Course Details

Learning Objectives

  • Explore A Thorough Walk Through Of Pre-Tender, Tendering Processes And Award Stage
  • Be Aware Of Legal Obligation, Liabilities, Risk And Implication
  • Grasp The Practical Insight On The Best Practices, Tools And Proven Tips In Managing Tenders And Bids
  • Draft and Vet procurement agreements
  • Recognise important legal clauses, mediation and arbitration processes
  • Learn To Draft Specification In Request For Tender (RFT)
  • Understand The Practicalities And Legalities In Tender •
  • Take Home Excellent Tips On Establishment Of Bidding Team
  • Practice How To Draft And Structure Technical Writing Of Bids
  • Know Both Tenderer And Bidder’s Legal Obligation
  • Examine E-tendering And Bid Rigging
  • Learn From Real Life Case Studies

Suitable for:

Whether you are a beginner who needs to go through the whole procurement process from start to finish, or more experienced and looking for a refresher course to increase your success rate, our training is bespoke to your organisation to suit your requirements.

This training will benefit all professionals negotiating, managing contracts performance and managing relationships with stakeholders.

  • Contract and Purchasing Personnels
  • Project Managers
  • Other employees in corporate or governmental organisations who have a responsibility for drafting, negotiating, or approving contracts.
  • Professionals such as legal and financial staffs
  • Any personnels involved or interacting with contracts

Course Outline

DAY 1

Best Practices & Tips in Tender Bidding

  • Gain knowledge on the owner of the project requesting bids.
    • Business’ objectives, strategies & industry before preparing bids.
  • Know the 7 things owners want.
  • What are the “wow” factors?
  • What are the 4 (four) categories of added value?
  • The 6 dos & don’ts in writing a “winning” proposal
  • How not to fail the owner’s test?
  • What tenderers often fail to realise what owner invite them for competitive bid
  • What is the essential test in tender bidding in procurement?
  • Why & how to turn owner’s instructions into your checklist when preparing bid
  • Checklist to look out for in tender documents
  • The 20 points to emphasize on when reading tender documents
  • How to manage bids with success?
    • Brings higher productivity & greater success in bidding or
  • Tender Process

Excellent Tips on Establishment of the Bidding Team

  • Who should comprise the bidding team?
  • The 4 critical tips for bidding team to focus on to win the bids
  • The 7 Steps to manage the Bid
  • Critical guidelines for bidding successfully
    • The 8 strongest marketing tool for bid success
  • How to be successful bid writers
    • Understand the buyers
    • The 7 critical writing pointers to win bid
    • The 5 important things to consider in structuring your bid
    • The 8 categories of information needed
    • The 6 appendices to be included in your bidding proposal

The 6 Key Features of Good Bid Summary

  • The Twelve (12) Tips To Create Bid Text/Wordings
    • The four (4) tips on how to write & structure technical writing
    • of bid
    • Guidelines on technical writing.
    • Tips on choosing the wordings to write a winning bid
    • The 5Cs essential for editing bids
    • Fundamentals in writing your corporate cvs
    • The 5 key cv qualifications of professional strengths
    • For less than 3Cs – think again before you bid!
  • How not to annoy the bid evaluator?
    • EXERCISE: The 6 ways to annoy a bid evaluator
    • Avoid these 6 ways!

Real Life Cases

  • Moral Of The Cases?
  • The Final NINE (9) Tips In Winning Tender Bids

Tender Process & Structure of Tender Documentation

  • Overview of Tender Management Process
  • The 5 stages of Procurement process
  • Tender briefing & site show
  • Date of agreement
  • Recitals – Whereas.
  • Habendum (operative part)
  • Commercial provisions
  • Boilerplate provisions
  • Execution and signature block
  • Schedules
  • Appendix

A Walk-through of Sample Tender Documents (Part 1)

  • Invitation to Tender
  • Instructions to Tenderers
  • Conditions of Contract
  • Tender Specifications
  • Job Description
  • Form of Tender
  • Particulars of Tenderer
  • Letter of Acceptance
  • Articles of Agreement
  • Schedule

A Walk-through of Sample Tender Documents (Part 2)

Scope of works (Scoping) – include but not limited to…

    • Duration of contract
    • Compliance with labour legislations
    • Deviations
    • Performance standards
    • Bribery
    • Compliance with instructions
    • Irregularities committed
    • Site visits by tenderer’s representative
    • Response to complaints
    • Incident reporting
    • Manpower
  • Codes of conduct
    • Keeping records
    • Duty reporting
    • Staff attendance & relief personnel
    • Monitoring of worksite
    • Training
    • Technology & IT
    • Security deposit & insurance coverage
    • Contract price
  • Mode of payment
  • Workplace safety
  • Key performance indicator
  • Termination of contract
  • Liquidated damages and doctrine of penalty
  • Warranties & Representations
  • Liabilities & indemnities
  • Notices
  • Governing Law and Jurisdiction
  • Contracts (Rights of Third Parties) Act
  • Amendment to contract
  • Assignment
  • Set off
  • Independent tenderers

DAY 2

Formation of Tender Contract

  • Request for tender (RFT) or quote
  • Draft clear specifications in the RFT
  • Identify selection criteria for project
  • Invitation to treat v offer
  • Offer & acceptance
  • Termination of offer
  • Consideration in tender contract
  • Intention to sue
  • E-Tendering
  • E-Commerce Act
  • QUIZ SESSION

Concept of “Process Contract”

  • The 2 stage Contract in Tender Process
  • Binding relationship in pre-award stage

Parties Obligations in Tender Process

  • Negligence & estoppel
  • Collusive tendering & bid rigging
  • CASE STUDY: Stanco projects
  • EXERCISE

Legal Obligation Towards Bidders

  • Handling non-compliant bids
  • Duty to act fairly
  • Undisclosed criteria in evaluation of bids
  • How to evaluate & select tenderers fairly?
  • Best practice approach
  • How to evaluate non-price criteria?
  • Sample scoring given
  • Weighting of criteria & scoring

Practical Drafting & Vetting Procurement Agreements

  • Going through specified clauses
  • Terms of payment
  • Disclaimers
  • Cancellation Fee
  • Termination clause
  • Dispute resolution or ADR
  • Mediation and arbitration
  • Mini trials

Practice Guidance for Procurement Agreements

  • Procurement Essentials
  • Contract Management
  • Procurement Cycles

Excellence in Sharing Best Practices in Tendering

  • The 15 Essential CHECKLIST Stages in Tendering
  • DISCUSSIONS

 

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