H. Managing a Full Tender Process including Templates (Virtual)
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H. Managing a Full Tender Process including Templates (Virtual)

  /  One Day Course  /  H. Managing a Full Tender Process including Templates (Virtual)

H. Managing a Full Tender Process including Templates (Virtual)


About this course

  • January 26th & 27th – (Wednesday & Thursday) – 3 hour sessions  (10 am – 1 pm) (Virtual)
  • April 4th & 5th – (Monday & Tuesday) – 3 hour sessions (10am – 1pm) (Virtual)

This programme to be delivered in a mix of blended elearning using Virtual Classroom (via Zoom), breakout rooms and guided practice. Each programme consists of 2 interactive Live Virtual Classroom Sessions, individual & team activities, accompanied by supporting material.

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 specifically using the open procedure. It is structured to provide an overview of the rules and the key elements required for drafting, publishing and evaluating tenders.

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

Session 1 – Virtual Classroom (3 hours)

Fundamental Elements of Procurement

Procurement Directives & Legal Principles

Thresholds, Procedures & Timeframes

Defining the Need – Correct Strategy

Scoping & Specification

Selection/Qualification Criteria - Examples of Experience

Session 2 Virtual Classroom (3 hours)

Award Criteria

Building the Tender Document

Templates: OGP & Greenville

Advertising the Tender

Evaluations, Clarifications, Letters & Record Keeping

Contract Management:

• Service Level Agreements

• Key Performance Indicators

Tender Report & Retention Periods

eTenders – Overview & Demo


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 after the Introduction to Public Procurement and eTenders courses or relevant experience.