Course Code: tendersinit
Duration: 14 hours
Prerequisites:
  • Basic computer skills

Audience

  • Managers
  • Directors
  • Sales assistants
  • Sales representatives
  • Tender managers
  • Project managers
Overview:

Tender initiation refers to the process of preparing, organizing, and responding to calls for tenders or Requests for Proposals (RFPs). It is a critical step in procurement, particularly in public procurement or competitive bidding, where companies or organizations compete to win contracts for goods, services, or projects.

This instructor-led, live training (online or onsite) is aimed at beginner-level professionals who wish to understand and master the principles of public procurement, identify relevant opportunities, and prepare optimized responses to calls for tenders.

By the end of this training, participants will be able to:

  • Understand and master the key principles of public procurement.
  • Identify relevant opportunities and decipher administrative, technical, and financial clauses.
  • Compose and submit complete, optimized responses that meet public purchasers' expectations.

Format of the Course

  • Interactive lecture and discussion.
  • Lots of exercises and practice.
  • Hands-on implementation in a live-lab environment.

Course Customization Options

  • To request a customized training for this course, please contact us to arrange.
Course Outline:

Introduction to the General Framework of Public Procurement

  • Overview of calls for tender and key definitions
  • Fundamental principles and regulatory framework
  • Roles and obligations of key players
  • Phases of the tendering process

Understanding the Types of Contracts

  • Public procurement procedures and thresholds
  • Awarding and performance of contracts
  • Understanding allotments

Tender Watch

  • Defining selection criteria (feasibility, profitability)
  • Overview of publication media and platforms
  • Deciphering tender notices
  • Setting up automated monitoring systems

Reading and Understanding Clauses

  • Comprehensive analysis of the Dossier de Consultation des Entreprises (DCE)
  • Identification of contractual clauses (technical and administrative)
  • Addressing risk factors and additional technical elements like site visits or sample provision
  • Bid evaluation criteria and weightings
  • Enquiring and obtaining clarifications before submission deadlines
  • Preparing and securing a back-up copy

Preparing the Administrative Response (Application)

  • Overview of required documents (e.g., DC1, DC2, attestations, DUME form)
  • Complying with market-specific regulations
  • Managing subcontractors and proving qualifications

Drafting the Technical Brief

  • Key elements of a strong technical brief: organization, methodology, and resources
  • Techniques to emphasize the company's strengths and capabilities

Drawing Up the Financial Offer

  • Identifying pricing instructions in contractual clauses
  • Preparing the financial offer: calculating direct/indirect costs, margins, and cost price
  • Completing the deed of commitment

Bid Submission

  • Step-by-step guide to bid submission
  • Electronic certificates and compliance checks
  • Handling award notifications and rejections

Summary and Next Steps

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