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About the Clever Buying courses

Training in procurement for tender evaluators

This exciting Clever Buying course covers best practice procurement methods for preparing Procurement Strategies and Plans; developing Requests for Tender and conducting all aspects of Tender Evaluation in compliance with Government Procurement Rules. As well as meeting all MBIE guidelines and Waka Kotahi requirements for Qualified Tender Evaluators, we introduce leading-edge tools that cut the time and costs of tender evaluations – while improving the quality of decision making.

In-House Courses Public Courses

Practical Procurement Training

This course covers everything that your procurement teams need to know about procurement planning and running tender processes. It’s engaging, practical and fun – and participants invariably report it’s been an eye-opener that transforms and provides great confidence in their procurement activities.

The two-day course provides the core knowledge and some of the assessment requirements for those who wish to continue to become Qualified Public Sector Procurement Professionals.

Click here to download a flier about our ‘Clever Buying’ courses

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Clever Buying™ covers international best practice procurement theory as well as leading-edge tools and methods used for tender preparation and evaluation. The tools and techniques can be applied in any industry that uses tendering as a key form of procurement.

Who should attend Clever Buying™?

  • Procurement specialists and practitioners
  • Tender evaluators
  • Engineers responsible for contracts
  • Procurement senior and middle managers
  • Procurement and tendering consultants
  • Commercial and business managers
  • Purchasing managers
  • CEOs, general managers and managing directors

Clever Buying™ Day One: PROCUREMENT PLANNING and RFT PREPARATION

1. PROCUREMENT ESSENTIALS

  • Strategic context of procurement
  • Government rules and principles
  • The procurement life cycle

2. PROCUREMENT PLANNING

  • Strategic procurement planning – a blueprint
  • Project analysis
  • Market analysis
  • Procurement risk and opportunity analysis

3. SUPPLIER SELECTION METHODS

  • Context of supplier selection
  • Delivery models
  • Open/ closed contests
  • Supplier selection Methods:
    • Direct Appointment
    • Lowest Price Conforming
    • Weighted Attributes
    • Price Quality Method
    • Purchaser Nominated (Target) Price
    • Quality-Based Selection (Brook’s Law)

4. DEVELOPING RFx DOCUMENTS

  • RFT design – good + bad examples
  • RFT development:
    • Shortlisting strategies
    • Effective Pre-conditions
    • Using risk/ opportunity analysis for attribute selection
    • Targeted, effective RFT questions
    • Effective response forms
    • Setting weightings

Clever Buying™ Day Two: TENDER EVALUATION

5. SCORING METHODS

  • Lowest Price Conforming
  • Anchored scale scoring for Non-Price Attributes
  • Weighting Attributes
  • Price/ Quality Method

6. EVALUATION PROCESSES

  • Selecting and briefing the evaluation team
  • Effective tender process administration
  • Tags and clarifications
  • Alternative tenders
  • Tender communications
  • Tender evaluation reports
  • Tender de-briefs

7. LEGAL AND ETHICAL EVALUATION ISSUES 

  • Government Procurement Principles, Charter, Rules and Guides
  • Construction Procurement Guidelines
  • Legal requirements and codes of ethics
  • Tendering case law
  • Cartel conduct
  • Evaluation probity scenario examples

8. PRACTISING TENDER EVALUATION – TECHNIQUES AND TOOLS

  • Tender evaluation practice: Two interactive examples completed in group work

Click here to download an outline of the ‘Clever Buying’ course content.

Upcoming Courses

Clever Buying Procurement Training

3-4 April 2023
Places available
22-23 February 2023
Places available
1-2 March 2023
Places available
9-10 March 2023
Places available
15-16 March 2023
Places available
Host a course at your convenience - Minimum 10 students

Future courses also available, for more details get in touch

Short Courses