Evaluation Techniques

Evaluation is an important part of the tendering process and it seems with every challenge to get even more complex.

Getting the evaluation process right, at selection and award, is critical – mistakes could lead to anything from a failed procurement process to having a contract set aside by the courts.

Contracting authorities need to ensure they have a robust evaluation strategy, covering all aspects of the process, from scoring and weighting to handling clarification meetings and presentations.

Contractors are interrogating the scoring models used and questioning the methodologies employed by contracting authorities.

This one day course looks at best practice examples and considers some of the legal issues raised by challenges to the procurement process.

It covers both selection and tender evaluation and the various issues thrown up during these processes, such as the evaluation of Project Specific questions in the Selection Questionnaire.

It also considers where additional criteria can safely be included when building evaluation models and look at some of the issues that have occurred in previous legal challenges.

In terms of financial evaluation, it looks at whether the standard variable model is the most suitable, particularly when considering cost instead of price and suggests some alternative methodologies and techniques that may be utilised.

Why you should attend

Ensuring your evaluation process is compliant with the Public Contract Regulations is critical, but ensuring that you procure what the client has actually requested can only be ensured by implementing a structured evaluation process.

What you will learn on this course is how the evaluation process can be undertaken.

This course is ideal for:

  • Procurement personnel
  • Stakeholders
  • Contract managers
  • Legal and Finance
  • End Users
  • Project managers
  • …and any other individual likely to be involved in drafting evaluation criteria or undertaking the evaluation process.

Agenda

MORNING SESSION (9:15)
  • Introduction
  • Your Specification
  • Developing an evaluation strategy
  • Evaluation at the selection stage
  • Evaluation at the tender stage
  • Evaluation Processes

LUNCH (12:30)

AFTERNOON SESSION (13:15)
  • Building an Evaluation Matrix
  • Scoring – Quality – Cost v Price
  • Which Evaluation Model?
  • The Evaluation Report
  • Award and Standstill

Book your place

You must be a CPC member to apply for a course. If unsure you can do a quick search to check if your institution is already a registered member or apply to join CPC today by visiting the CPC website

The up front cost of course is £97.50 (security deposit).

This is fully refundable on successful completion of the course. You can find out more about course funding here

Request a place