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WORKSHOP

EFFECTIVE TENDERING & PROPOSALS
 

Duration  -   1 Day
 

Course Summary
Tendering for the supply of major products, or services, can be difficult and highly competitive. This course provides a series of guidelines to help organisations understand the complete process for evaluating tenders, preparing and writing bids. This will ensure that a high quality bid is provided, together with the necessary supporting information.
 
What you will learn
 
bulletAn understanding of the principles of procurement
bulletHow to assess tenders and procurement requests
bulletHow to select appropriate tendering partners for your organisation
bulletHow to develop effective tender responses and bids
bulletHow to handle requests for additional information

The workshop will introduce highlight and discuss relevant topics, including:

 
Introduction
What is tendering?
The procurement process
Risks from poor procurement

 
Preparing for tenders
Strategic issues and considerations
Legal and financial considerations
Tendering for complete or partial contracts
Organisation considerations
Partnering for bids
Bidding as sole supplier, partner or prime contractor
 Identifying core internal skills
Sourcing of non core goods and services
Selecting partners with complementary, or other skills and experience
Preparing partial bids
 
Pre-qualification
Assessment of pre-qualification information
Completing questionnaires
 Completing registration forms

 Providing pre-tender information
Attending  presentations and workshops
Participating in supplier competitions

 
Preparing responses and bids
Assessment of tender documentation and the tender process
The significance of dates

Identifying essential elements and options
Preparing a complete response
Fulfilling the tender package
Complying with the formats
Providing non conventional, or late, responses
 
Servicing additional requests
Approach for supplementary information
Assessing the supplementary requests
Level of information to provide
Providing supplementary information
Maintaining records of information provided
Costs of supplementary information
Site visits and demonstrations

 
 

Presentation method
The workshop is intended to be provided in a workshop format, maximising the contributions from participants. The workshop will include a high level of graphic and animated content. A variety of practical examples and case studies will also be used, which will be current and relevant to the workshop and the audience. Where possible, instructors will also provide additional coaching and mentoring to students.

The participants will also be encouraged to play an active role in the workshop. Participants will be encouraged to take part in a variety of exercises, as well as discuss various elements of the workshop and related issues.
 

Other information
Participants will receive a comprehensive set of notes relating to the workshop, together with any supplementary handouts. Participants will also receive tip sheets, checklists and other supporting information, to take away for future reference. All of which can be utilised immediately after completion of the workshop.

This workshop module can also be tailored to the requirements of the organisation. It can also be adapted to complement other staff development, or change management related initiatives.
 

Cost  -  £600 for up to 6 participants
 
Related courses    
Requirement gathering and assessment               Effective Outsourcing
Preparing for procurement                                   Successful Public Tendering

 

Frequently Asked Questions (FAQ) regarding the workshops
All staff development workshops are subject to Migrators Conditions of Service.
To book the workshop, please download and complete a Booking Form.

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