Procurement & Tendering for Services (Course Code: 615)

Overview:

An increasing number of organisations outsource some aspect of their services – this includes public and private sector organisations across all industries. Outsourcing is enabling organisations to survive the pace of change in the new economy at a time when business activities need to be focused on the right activities and resources need to be kept lean and aligned with the core business.

The question frequently heard in boardrooms in the early 1990s: “Why not outsource logistics?” or “Why not outsource IT?” always was, but is now, clearly an inadequate base from which to make and manage sourcing decisions. The real question has become: “How do we exploit the ever-maturing external services market to achieve significant business leverage?”

This hands-on training course will deliver the key framework for identifying and implementing techniques for successful outsourcing and tendering. The course consists of three intensive days of pragmatic methods comprising numerous interactive exercises, a case study and a role playing session, designed to assist you determine the best and most effective techniques for your organisation. You will be split into small groups to ensure you have the maximum opportunity to have your individual questions and needs addressed.

The course covers topics that will enable an organisation considering outsourcing to:

• get the right information to
• pick the right services for
• the right reasons with
• the right supplier(s) and
• get the right deal with
• the right management in place

Learning Method:

The course will consist of using a combination of instructor presentation, facilitated group discussion, practical exercises, a role-playing session, and a case study. Each student will be provided with a full set of course materials, a workbook, and handouts.

Who will benefit from this course?

This course is designed for both the novice and experienced procurement manager. It is ideal for non-technical people who wish to gain an understanding of the outsourcing and tendering process.
In particular, we highly recommend:

• service procurement personnel
• Contract managers and administrators
• professionals involved in the tendering specification, process or evaluation
• internal auditors charged with a tender oversight or review role
• probity auditors and advisors

Pre-requisites:

There are no formal requirements to attend this course.

What can you expect to gain from this course?

You will discover how to build a comprehensive solid framework for establishing and managing tenders. Attend this training and benefit from discussing these issues:

• Take a strategic approach to planning and developing tenders
• Cement your understanding of tenders that really work
• Understand the entire contract lifecycle from design through to disengagement
• Design effective tendering communication
• Identify and profile the services to market test
• Identify the key terms and conditions of the contract, price schedule and service level agreement
• Plan the tender stages from RFI to BAFO
• Put in place the evaluation team and devise the evaluation criteria to select best value for money
• Prepare the base and business cases
• Draft the tender document
• Facilitate the best responses
• Conduct due diligence
• Gain insight over best practices in outsourcing, contracts and supplier evaluation
• Learn negotiation strategies, tips and traps

Course Content: