S. Evaluating Tenders and Writing Letters Workshop
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S. Evaluating Tenders and Writing Letters Workshop

  /  One Day Course  /  S. Evaluating Tenders and Writing Letters Workshop

S. Evaluating Tenders and Writing Letters Workshop

€40
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About this course

Dates
  • November 16th & 18th – (Monday & Wednesday) – 2 hour sessions (10am – 12noon) (Virtual)
  • February 8th & 11th – (Monday & Thursday) – 2 hour sessions (10am – 12noon) (Virtual)
  • May 17th & 20th – (Monday & Thursday) – 2 hour sessions (10am – 12noon) (Virtual)

This workshop will provide participants with the practical experience of completing an evaluation and an understanding of the risks to be managed in evaluation of tenders, the records to be kept, the content of compliant notification letters and the information required throughout the process. Participants will be provided with a checklist for evaluation along with template evaluation sheets and notification letters.

Target Audience

Those staff tasked with participating in tender and completing evaluations and particularly with the responsibility for drafting compliant notification letters.

Learning Outcomes

Following this workshop, participants will understand how to prepare for an evaluation, know the process & the roles of the team members. They will be equipped with the skills to complete an evaluation; prepare evaluation templates, evaluate against selection criteria and evaluate against award criteria. They will know the key risks in tender evaluation, the importance of award criteria and the level of detail required to draft compliant and effective notification letters, in addition to ensure procurement files meet audit and best practice procurement standards.

Course Content

Introduction

Theory

Understanding risks to be managed

Evaluation Process

Evaluation Plan

Evaluation Team (Declarations required)

Exercise 1: Preparing Evaluation Sheet

Identify Roles within the evaluation team

Exercise 2: Compliance Check

Exercise 3: Evaluating applications / tenders against Selection criteria. Review outcomes of the evaluation & discuss the main pitfalls

Exercise 4: Evaluating tenders against Award criteria. Review outcomes of the evaluation & discuss the main pitfalls. Scoring cost, recording reasons and features - Responsibility for filing / signatures

Handling clarifications during the evaluation process

Determining admissible / inadmissible tenders

Content of notification letters to successful and unsuccessful tenderers - What to include in notification (award and regret) letters - Standstill period

Rules on communication and debriefing

Types of letters required for inadmissible tenders / establishment of frameworks

Questions and Answers

FAQs

What background knowledge is necessary?

Relevant for staff experienced in the basics of tendering participating in evaluations.

What is the refund policy?

All cancellations must be received in writing or the full course fee is
payable. Where delegates cancel more than 5 days prior to the course 50% of the course fee is payable. Cancellations received within 5 days
will be liable for the full fee.

Substitutions may be made at any time prior to the event.

Do I need to take the courses in a specific order?

Ideally the Developing a Tender Pack and eTenders programmes or relevant experience.