Advanced Skills of the Bid and Tender Management Process

Day 1: Defining Client Roles and Responsibilities

•   Presents the goal of evaluation and selection methods
•   Provides a list of policies and related legislation
•   Stresses the departmental guiding principles and best procurement practices
•   Defines the role and responsibilities of personnel involved within the evaluation and contractor methodology process

Day 2: Identifying the Requirements to Prepare the Bid Solicitation Document

•   Discusses the structure and content of the SOW provided by the client
•   Explores the importance of the requirement definitions
•   Presents a detailed list of elements of a bid solicitation document
•   Defines players and responsibilities of the bid evaluation team
•   Includes an exercise where participants are required to prepare an interview with a client in order to revise his/her SOW

Day 3: Developing the Evaluation Method, Criteria and Contractor Selection Methodology

•   Introduces the importance of carefully developing the bid evaluation plan
•   Focuses on different evaluation and selection methods
•   Discusses the evaluation criteria including mandatory criteria and point-rated criteria
•   Presents examples of bid evaluation criteria scoring grid
•   Explains how to assign rating values to evaluation criteria and develop a detailed scoring grid
•   Emphasizes the advantages and disadvantages of most common contractor selection methods
•   Includes a case study where participants are required to develop evaluation criteria and to identify the contractor selection methodology

 Day 4: Evaluating the Bid Responses

•   Explores in depth the evaluation process
•   Presents examples of bid scoring grids and the Evaluation Summary Report
•   Introduces negotiation procedures
•   Discusses the options of bypassing, cancelling, reissuing and extending bids
•   Lists the considerations prior to awarding a contract and most common complaints
•   Provides an introduction of Canadian International Trade Tribunal and lessons learned from past bid challenges
•   Includes an exercise where participants are required to review bids and recommend the awards

 Day 5: Debriefing the Unsuccessful Bidders

•   Provides definitions of bid rigging
•   Discusses the notification of unsuccessful bidders and debriefings
•   Presents the Access to Information Act and the Privacy Act
•   Includes a "role-play" exercise where participants are required to debrief an unsuccessful bidder