Training

CCI utilises highly qualified professional trainers for the delivery of seminars and workshops. Their wealth of hands on experience ensures you receive up to date information supported by practical and relevant examples from the industry.
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Training

W056 Preparing Winning Quotes, Tenders & Proposals Outline


This one day workshop is applicable to those persons who prepare and submit quotes, tenders or proposals. It addresses tender terminology, the surrounding legal issues, the various tendering options available and the key documents that support the tender process. The subject matter focuses on how to manage the tender process and respond with quotes, tenders and proposals that maximise the chance of success. This workshop has been developed to assist head contractors, subcontractors, suppliers, project managers, consulting engineers and architects.

Introduction

  • The course
  • Course assessment

Outsourcing and Contracting

  • Strategic procurement
  • Outsourcing
  • What is tendering?
  • Tender process

Quotes, Tenders and Proposals

  • Quote or quotation
  • Tender or bid
  • Proposal

Terminology

  • Relevant terminology

Probity, Equity and the Tendering Code

  • Probity
  • Equity
  • Tendering code

Key Legal Issues

  • Key issues relating to tenders
  • Conflicts between documents
 

Tendering Options

  • Procurement
  • Tendering methods

Understanding Assessment Requirements

  • Invitation to tender
  • Conditions of tender
  • Form of tender
  • Site visit
  • Tender enquiries
  • Evaluation criteria
  • Use of subcontractors and suppliers

Preparing and Submitting Responses

  • Planning
  • Documentation
  • Submission
  • Seeking feedback

Tips and Traps

  • Tips – The things to do
  • Traps – The things not to do
  • Conclusion