R. Managing a Full Tender Process Including Templates
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R. Managing a Full Tender Process Including Templates

  /  One Day Course  /  R. Managing a Full Tender Process Including Templates

R. Managing a Full Tender Process Including Templates


About this course

  • January 25th & 26th – (Monday & Tuesday) – 3 hour sessions (10am – 1pm) (Virtual)
  • April 26th & 27th – (Monday & Tuesday) – 3 hour sessions (10am – 1pm) (Virtual)

This programme will explain the basic documents to be included in a full tender process to ensure that each step of the procurement is properly managed. A comprehensive pack of templates will be provided covering the tender documentation as well as the administrative paperwork of registers and evaluation sheets. A review of OGP templates for Goods and Services will be included.

Target Audience

This course is ideal for those within a procurement section tasked with running a full procurement at national and EU levels.  It is structured to provide an overview of the rules in the morning with a comprehensive exercise in the afternoon utilising the suite of templates provided.

Learning Outcomes

On completion of this course participants will be equipped with the knowledge to confidently assemble a comprehensive set of procurement documents for the operation of an effective procurement, suitable for compliant operation of an award process which fully meets audit requirements.

Course Content

Overview of the Procurement Rules

Defining the need and drafting good specifications

Selection criteria and the Qualification Phase

Award criteria

The key components of a tender document

The key elements of the OGP templates for Goods and Services

Notices at national and OJEU level


Expressions of Interest


Evaluation Sheets and Records

Letters of Regret and Award

Tender Report Forms

Recommended File Structure

Retention of Documentation

Evaluation Exercise

Questions and Answers


What background knowledge is necessary?

Relevant for staff new to procurement with responsibility for supporting full tender process.

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 Introduction programme and eTenders or relevant experience.