This three (3) day training course is structured primarily for the oil and gas industry, offshore marine, civil and heavy engineering and water and energy utilities. It is applicable to those persons who manage or lead the procurement processes & manage tender stakeholder committees associated with preparing and issuing requests for quotes, tenders or proposals and who evaluate and assess bid documentation, and negotiate with contractors.
1. www.petroEDGEasia.net
TENDER PREPARATION &
BID MANAGEMENT
Your Expert Course Director
George Strohfeldt
B.Eng. (Civil), M.Eng.Sc., L.G.E. (Qld), R.P.E.Q., C.P.Eng (Reg), F.I.E. Aust., F.I.A.M.A.
George is a Chartered Professional Engineer with over 40 years of industry experience. As a
Certified Engineer with both civil engineering design and construction supervision experience, he
is an experienced Contract Administrator and Project Manager, with experience in the
development and implementation of pre-construction, construction and post-construction
systems and procedures.
2. TENDER PREPARATION AND BID MANAGEMENT
Conduct this training course in-house for more effective savings!
Call us at +65 6741 9927 or email to info@asiaedge.net. For more information, visit us at www.petroedgeasia.net
Course Overview
This three (3) day training course is structured primarily for the oil and gas industry, offshore marine, civil and
heavy engineering and water and energy utilities. It is applicable to those persons who manage or lead the
procurement processes & manage tender stakeholder committees associated with preparing and issuing requests
for quotes, tenders or proposals and who evaluate and assess bid documentation, and negotiate with contractors.
Why Attend this Training Course
This course is designed to assist professionals to better:
Understand the governance required in the tendering process and develop the skills necessary to compile,
issue, evaluate and negotiate tenders more effectively.
Understand tender terminology, the surrounding potential legal issues in tendering, the various tendering
options available and the key documents that support the tender process and the engagement of necessary
stakeholders.
How to manage the entire tender process through a ‘risk managed’ approach whilst utilising a ‘cross
functional’ committee of experts/stakeholders throughout the tender ‘source to award’ process.
What is the Expected Course Outcome
This course provides the skills, information templates & planning tools to ensure a rigorous & transparent tender
process is followed whilst engaging the necessary internal stakeholders and successfully delivering the most
economically advantageous outcome in terms of price, terms and delivery.
Who Should Attend
This course is applicable to professionals in procurement, contracts, finance, facilities, project managers,
superintendents, consulting engineers, architects, auditors, in-house legal-council and even head contractors,
subcontractors, suppliers, whom are responsible for preparing tender documentation or involved as an
expert/stakeholder in tender evaluation committees.
What Previous Participants Have Said About This Course?
"Extensive knowledge and experience on the subject. Very good free flowing presentation style"
"Very passionate and excellent presentation"
"Extremely knowledgeable and interactive presentation"
"Very easy to understand, great level of knowledge. Made content easy to relate to"
"Vast knowledge, good training style"
"Clear, concise, obviously knowledgeable"
"George is clearly very knowledgeable and can expertly depart this on the group"
"Excellent! George certainly fulfilled his promise to introduce, reinforce and refresh the skills required for
good contract administration"
3. TENDER PREPARATION AND BID MANAGEMENT
Conduct this training course in-house for more effective savings!
Call us at +65 6741 9927 or email to info@asiaedge.net. For more information, visit us at www.petroedgeasia.net
3 DAY COURSE AGENDA
SESSION 1: INTRODUCTION TO TENDERING
• Strategic procurement
• An overview of the Tender process
• Why use competitive tendering?
SESSION 2: TERMINOLOGY
• Quote or quotation
• Tender or bid
• Proposal
• Relevant terminology
SESSION 3: BASIC LEGAL ISSUES
• Overview of the law of tendering
• Legal aspects of a tender
• Interpretation of documents
• Conflicts between documents
SESSION 4: PROFESSIONAL ETHICS AND THE
TENDERING CODE
• Tendering code
• Probity & transparency
• Ethics & code of conduct
• Equity & impartiality
• Code of tendering
SESSION 5: TENDERING OPTIONS
• Direct procurement
• Tender or eAuction? Understanding the difference
• Tendering approaches
SESSION 6: UNDERSTANDING THE REQUIREMENT
• Identifying the need – is the purchase necessary?
• Developing scope of work and/or product specifications
• Cataloguing tender items (UNSPSC)
SESSION 7: PROJECT &/OR FINANCIAL PLAN
• Market research and consultation for
estimating/budgeting cost
• Business case approval (Opex/Capex)
• Securing business case &/or authority for expenditure
(AFE) approval for funding
• Payment/cash flow plan
SESSION 8: DETERMINING THE BEST PROCUREMENT
STRATEGY
• Sourcing in-house, local, low-cost country or outsourcing
• Differences - Tendering for Goods
• Differences - Tendering for Services
• Tender process planning/timing
• Transition planning
SESSION 9: IDENTIFYING & PREQUALIFYING SUPPLIERS
• Panel or single source supplier
• Expressions of Interest
• Prequalification criteria
• Maintaining a supplier database
SESSION 10: PLANNING FOR THE TENDER PROCESS
• Electronic tendering systems
• Tender process checklist
• Tender management plan
• Risk assessment plan
• Probity plan
• Tender fees
SESSION 11: TENDER EVALUATION COMMITTEE
• Adequate stakeholders/resources
• Procurement & tender policy awareness
• Confidentiality & conflict of interest declaration
• Tender evaluation committee plan
• Agreeing Criteria & Weightings
SESSION 12: TENDER DOCUMENT BASIC PREPARATION
• Principal’s obligations
• Principal’s liabilities
• Project definition
• Tender conditions
• Scope of work/specification
• Creating tender ‘envelopes’
• Special conditions
• General conditions
• Pricing schedules
• Insurances
• KPI’s/KRA’s
• Safety Management Plans
• Attachments/Drawings
• Alternative Offers
SESSION 13: TENDERER BRIEFINGS
• Contractor Safety Inductions
• Pre & post tender briefings
• On-site inspections
SESSION 14: TENDER ISSUE
• Planning for eTender responses
• Tender closing time considerations
• Tender enquiries (commercial & technical)
• Issuing tender amendments & clarifications without delay
• Tender extension requests
4. TENDER PREPARATION AND BID MANAGEMENT
Conduct this training course in-house for more effective savings!
Call us at +65 6741 9927 or email to info@asiaedge.net. For more information, visit us at www.petroedgeasia.net
SESSION 15: TENDER OPENING
• The ‘electronic’ tender box
• Receipting and opening tenders
• Tender box opening rules
• Distribution of bid ‘envelopes’
• Late & non-compliant tenders
• Omitted information
SESSION 16: EVALUATING OFFERS
• Tender evaluation summary
• Explaining scoring and weighting for TCO, VFM & MEAT
• Re-tendering
SESSION 17: POST TENDER NEGOTIATIONS
• Tender evaluation committee endorsement
• Lowest/preferred tenderer
• Clarifications on scope/specs
• Clarifications on terms
• BAFO submitted to tender box
SESSION 18: TENDER AWARD RECOMMENDATION
• Qualitative & Quantitative Analysis
• Tender process probity review
• Endorsement by Tender Evaluation Committee
• Award recommendation to Board
SESSION 19: CONTRACT AWARD
• Letter of Intent &/or Letter of Award
• Publishing a contract award notice
• Debriefing unsuccessful tenderers
• Requesting Bank/Performance Guarantees
• Issuing Purchase/Service Order(s)
SESSION 20: POST CONTRACT REVIEW
• Ensuring a successful transition/handover
• Managing supplier/contractor performance
About Your Expert Course Trainer:
George Strohfeldt
George is a Chartered Professional Engineer with over 40
years of industry experience. As a Certified Engineer with both
civil engineering design and construction supervision
experience, he is an experienced Contract Administrator and
Project Manager, with experience in the development and
implementation of pre-construction, construction and post-
construction systems and procedures.
His skill areas encompass dispute resolution, providing
contractual advice, contractual and security of payment claims
preparation, assessment and management, commercial
negotiations, preparation of tender and contract documents,
probity auditing, contract auditing, facilitation of partnering,
risk, opportunity and value management workshops, risk
assessment and loss control, and workplace training.
George is an active international (ICC) and domestic
commercial arbitrator for construction industry and other
technical-related matters. He a Grade 1 Arbitrator and an
Accredited Mediator with the Institute of Arbitrators and
Mediators Australia, and a registered Arbitrator with
Engineers Australia and the Australian Commercial Disputes
Centre. George is an Approved Mediator for the Queensland
District and Supreme Courts and the Commercial & Consumer
Tribunal, and is also a nominated Adjudicator and Expert in
Queensland Main Roads Department contracts and a panel
arbitrator and mediator for the Queensland Government’s
Energy Consumer Protection Office.
He is a past National Councillor of the Institute of Arbitrators
and Mediators Australia (IAMA), and a past Chairman of the
Queensland Chapter of this Institute. He is also a past
Chairman of the Engineering Contracts and Dispute Resolution
Committee of the Queensland Division of Engineers Australia.
George also presents and facilitates training courses for CCI
and holds Certificate IV and Diploma level qualifications in
workplace training.
George also lectures on contract administration and
construction law and practice-related subjects, both at
undergraduate and postgraduate level, at two Australian
Universities.
This training course has a limited attendance for up to 20 participants only.
Sessions commence at 9am on all days, with short intervals at 10.30am and 3.30pm respectively.
Refreshments will be provided in the short intervals.
5. TENDER PREPARATION AND BID MANAGEMENT
Conduct this training course in-house for more effective savings!
Call us at +65 6741 9927 or email to info@asiaedge.net. For more information, visit us at www.petroedgeasia.net
DELEGATE DETAILS
Delegate 1 Please note
- Indicate if you have already registered by Phone +Fax +Email +Web
- If you have not received an acknowledgement before the training course,
please call us to confirm your booking.
- Photocopy this form to register multiple delegates.
PAYMENT METHODS
By Cheque/ Bank Draft
Make Payable to Asia Edge Pte. Ltd.
By Direct Transfer
Please quote your invoice number with the remittance advise
Account Name: Asia Edge Pte. Ltd.
Bank Number: 508 Account Number: 762903-001
Swift Code: OCBCSGSG
All bank charges to be borne by payer. Please ensure that Asia Edge Pte Ltd
receives the full invoiced amount.
PAYMENT POLICY
Payment is due in full at the time of registration. Full payment is mandatory for
event attendance. By submitting this registration form, you have agreed to Asia
Edge Pte Ltd’s payment terms
CANCELLATIONS & SUBSTITUTIONS
You may substitute delegates at any time. ASIA EDGE PTE LTD does not provide
refunds for cancellations. For cancellations received in writing more than seven
(7) days prior to the training course you will receive a 100% credit to be used at
another ASIA EDGE PTE LTD training course for up to one year from the date of
issuance. For cancellations received seven (7) days or less prior to an event
(including day 7), no credits will be issued. In the event that ASIA EDGE PTE LTD
cancels an event, delegate payments at the date of cancellation will be credited
to a future ASIA EDGE PTE LTD event. This credit will be available for up to one
year from the date of issuance. In the event that ASIA EDGE PTE LTD postpones an
event, delegate payments at the postponement date will be credited towards the
rescheduled date. If the delegate is unable to attend the rescheduled event, the
delegate will receive a 100% credit representing payments made towards a future
ASIA EDGE PTE LTD event. This credit will be available for up to one year from the
date of issuance. No refunds will be available for cancellations or postponements.
ASIA EDGE PTE LTD is not responsible for any loss or damage as a result of a
substitution, alteration or cancellation/postponement of an event. ASIA EDGE
PTE LTD shall assume no liability whatsoever in the event this training course is
cancelled, rescheduled or postponed due to a fortuitous event, Act of God,
unforeseen occurrence or any other event that renders performance of this
training course impracticable or impossible. For purposes of this clause, a
fortuitous event shall include, but not be limited to: war, fire, labor strike,
extreme weather or other emergency.
PROGRAM CHANGE POLICY
Please note that speakers and topics were confirmed at the time of publishing;
however, circumstances beyond the control of the organizers may necessitate
substitutions, alterations or cancellations of the speakers and/or topics. As such,
ASIA EDGE PTE LTD reserves the right to alter or modify the advertised speakers
and/or topics if necessary. Any substitutions or alterations will be updated on our
web page as soon as possible.
This brochure may not be copied, photocopied, reproduced, translated, or
converted to any electronic or machine-readable form in whole or in part
without prior written approval of ASIA EDGE PTE LTD
ASIA EDGE PTE. LTD.
Company Registration No: No. 200710561C
Copyright@ 2005 ASIA EDGE PTE LTD. All rights reserved.
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Delegate 2
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Company :
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Attention
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4 EASY WAYS TO REGISTER
Online: www.petroedgeasia.net
Email: info@asiaedge.net
Phone: +65 6741 9927
Fax: +65 6747 8737
TENDER PREPARATION AND BID MANAGEMENT
R E G I S T R A T I O N F O R M