This interactive course is delivered over 4 weeks, entirely online.
It provides participants with a detailed understanding of the steps, considerations and documentation needed to ensure that adequate planning is done for procurement and contracting processes. The course covers the importance of a thorough market assessment when preparing a procurement plan, and how to select the most appropriate solicitation methodology and minimize risk when setting up the evaluation and selection process.
The elements of a basic business case are discussed, along with cost benefit analysis considerations. Key legal issues, such as intellectual property and conflict of interest, are explored, and the importance of maintaining good vendor relationships throughout the procurement and contract management cycle is emphasized.
• Solicitation methodologies and requirements
• Designing appropriate evaluation methodology, drafting criteria and weighting
• Key solicitation terms and critical contract provisions
• Alternate Dispute Resolution, governance, termination and contract transition
• Advertisements and electronic posting requirements and process
• Proponent meetings, site visits and enquiries
• Handling, safekeeping and opening of bids and proposals
• Recognizing and addressing bid-rigging and collusion
• Conducting fair, equal and transparent evaluation processes
• Notification of award, executing contract, debriefing unsuccessful vendors and formal vendor complaint processes
• Handling freedom of information requests and corporate reporting
• Practice how to design appropriate evaluation criteria and weighting
• Recognize conflict of interest and bias that may affect your evaluation team
• Discuss evaluation techniques for assessing mandatory and desirable requirements
• Review procurement strategies such as draft RFPs, web-based and multi-stage procurements
• Identify the risks involved in cancelling a process after closing and what steps to take if this becomes necessary
• Identify the importance of conducting a fair and open process and handling vendor complaints in a professional manner
• Demonstrate how to draft service levels for different contract scenarios
• Discuss and develop strategies to set up the final contract including payment terms and exit rights
This course includes mandatory participation in 3 of the 4 weekly online live exercise sessions. Dates and times are below. Please ensure you are available and committed to these live exercise sessions as part of the course prior to registering as cancellation/course transfer based on unavailability is not accepted.
Pre-Course Assessment due: Sept.6, 2019
LIVE EXERCISE SESSIONS SCHEDULE
Thursday, Sept 12, 2019 (10:00 - 11:30 am Pacific Time)
Thursday, Sept 19, 2019 (10:00 - 11:00 am Pacific Time)
Thursday, Sept 26, 2019 (10:00 - 11:00 am Pacific Time)
Thursday, Oct 3, 2019 (10:00 - 11:00 am Pacific Time)
In addition, you will be required to complete a short, 30 minute introduction and pre-course assessment before the course start date and a 30 minute post-course assessment after the course concludes. Each week you should plan to commit approximately 4 hours to complete course work (including the course modules and weekly live exercise sessions). On average, the course takes 18 hours in total.
COST: $1,057 (10% discount if 5 or more people register and pay together. Discount applies to all registrations in the group.)
RECOMMENDED PREREQUISITE: PSPP 101
You will receive a follow up email 1-2 weeks prior to the course start date with instructions to access this online course. If you do not receive this email, please contact us for assistance.
Cancellations are not accepted, however, you may substitute another staff member if unable to participate. The staff member must have satisfied all pre-requisites. In order to substitute a participant, please contact us directly.
Please note, if you are planning on accessing your online courses using a mobile device such as a tablet or a smartphone, some course features may not be accessible with these devices. You will need to have access to a computer (PC or Laptop) running Windows or MacOS in order to fully access the course and ensure proper display of all components. Specific requirements are detailed below:
Recent versions of major browsers supported (eg. Chrome, Safari, Firefox, Internet Explorer/Edge, etc)
This course includes audio components – speakers (built in or external) are required. In addition, a phone line will be needed to participate in the live, online exercise sessions.