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Contract Preparation and Management

Program Objectives:

By the end of the program, participants will be able to:

  • Identify and discuss the major steps involved in the contracting procedures.
  • Develop the scope of work and recognize the implications of a poorly prepared scope.
  • Discuss the contracting strategy including pricing.
  • Select contractors more efficiently.
  • Review the tendering principles and process.
  • This Program is designed for:

    All those involved in any step of contracting; also those involved in managing or administering contracts for them to have a full understanding of the contractual provisions they will be managing

    Program Outline:

    Principles of Contracts Contract Price

  • Definitions of a Contract
  • Legal Considerations
  • Problems
  • Lump Sum/Bill of Quantities
  • Unit Price/ Blanket
  • Call-Off/Call-Out
  • Bonds and Financial Clauses

  • The Contracting Stages Selection of Contractors
  • Preparation
  • Tendering
  • Contract Award
  • Contract Administration
  • Pre-Qualification
  • Pre-Approved List
  • Short-Listing/Open Tender
  • Continuous Rating and Evaluation
  • The Scope of Work Tendering
  • Must and Want Criteria
  • Clarity and Completeness
  • Implications of a Poor Scope
  • Tender Documents
  • Tender Procedures
  • Tender Evaluation
  • Negotiate?
  • Evaluation of Resources Contract Award
  • Evaluation of Internal Resources
  • Evaluation of External Resources
  • Documentation
  • Kick-Off Meeting
  • Contracting Strategy
  • One/Several Contracts?
  • Single/Several Sources?
  • Types of Contracts
  • Scope Determines Type
  • Other Influencing Factors
  • Pre-requisites

    None:
    Duration : 5 days

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