Contract Management Planning and Implementation

Program # 1776-SCGI 18

Best Practices Processes and Guidelines Associated with Procurement and Contract Planning, Solicitation, Vendor Evaluation and Selection, Award, Monitoring and Evaluation

Initiating a procurement and contract management strategy can be a complex process that requires a thorough understanding of specific planning and procurement activities, including: Planning, Solicitation, Vendor Evaluation and Selection, Award, Monitoring and Evaluation.

This 2-day seminar will focus on the key contract management phases and activities from both the buyer's and seller's perspectives.

The topics and key benefits of this seminar are:

• Understanding and using procurement, contract and project management terms and definitions - A Detailed Glossary
• Identifying the project and contract requirements - the needs analysis and establishing the business case
• Understanding the procurement and contract management planning framework
• Planning and preparing the Procurement and Contract Management Plan
• Initiating an information gathering and market identification process (e.g. Requests for Information, Request for Expressions of Interest and Request for Qualifications)
• Establishing bidder / proponent eligibility and pre-qualification lists
• Establishing the contract scope of work (including both preliminary and detailed)
• Understanding and initiating a contract and project risk management assessment, strategy and process - The Risk Management Plan
• Identifying project costing requirements and strategies
• Establishing the contractor selection and qualification criteria and evaluation process
• Understanding the use of and distinguishing the differences between Tenders, Quotes and Requests for Proposals - The Solicitation Phase
• Evaluating tenders, quotes and proposals - The Vendor Selection process
• Understanding the key fundamentals of pre-award discussions / negotiations
• Understanding the key components and elements of a legally binding contract, including the Contract Statement of Work - The Award Phase
• Establishing contract and project reporting, quality control / performance measurement and evaluation procedures - Monitoring and Evaluation Plan
• Utilizing effective planning and control charts and tools (e.g. Gantt Charts) for monitoring key project activities, milestones and deliverables
• Planning for and establishing a conflict management and problem resolution process

This seminar will provide you with the practical knowledge and understanding of the procurement and contract management process, through interactive discussions and group exercises, focusing on realistic contracting examples and situations. You will be given the following guidelines and checklists to assist in your contract planning and management:

• Procurement and Contract Management Guideline
• Project Scope Planning
• Information Gathering and Pre-qualification Process and Checklist (RFI/RFQ/RFEI)
• Risk Management Planning Guideline and Worksheet
• Tender, Quote and RFP Package Checklists
• Proposal Evaluation Guideline and Checklist
• Business Case Analysis Checklist
• Contract Monitoring Planning Guideline
• Monitoring Incident and Action Record
• Project and Contract Glossary of Terms and Definitions

REGISTER for seminar in: Alberta, British Columbia, Ontario, Nova Scotia