Oil & Gas Training
and Competency Development

Discipline Project Management
Duration4 Days
Delivery Mechanism Classroom
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Technical Bidding and Tendering

This course will cover the key aspects of technical bidding and tendering in project management.  It will enable participants to deliver more effective bids and negotiate better contracts and claims.  This course will also look at improving the contribution to the tendering and business development performance, as well as improving the management of bids in projects and business development.  Participants will improve their presentation, communications, leadership skills, and competency.  They will also learn to understand the contracting processes and appropriate strategies for application to specific project bid situations, as well as create, maintain, and enhance effective working relationships.

This course qualifies for 30 PDUs.

  • Agenda
  • Audience
  • Prerequisites
  • Agenda

    Day 1

    Tender Review, Planning, and Clarifications

    • Analyzing the specification
    • Tender review decision
    • Planning to win
    • Client clarifications
    • Case study

    To begin with, participants will learn how to effectively review tender documentation and check for full appreciation of requirements, confirm the go or no-go decision meeting, reply to tender of wish to tender, and prepare the bid summary.  Also, the course will outline how to effectively plan the response to the Invitation to Tender (ITT), develop the key areas of clarification, and how to develop the approach to a client.                 

    Day 2

    Draft Bid Compilation

    • Draft solution
    • Estimating and pricing
    • Risk assessment
    • Tender strategy
    • Case study draft bid compilation

    On day two, the course will outline how to prepare or endorse an existing bid plan and then prepare the bid in a draft.  The preparation of the bid will include the initial pricing of the bid and any proposed strategy to the client.         

    Day 3

    Quality, Compliance, and Contracts

    • Blue team review
    • Red team review
    • Collaborative working
    • Strategic review

    The learning objectives of day three will be to have participants fully understand the need to continually review the tender or bid all the way through the process.  Also, have participants will need to understand why it is essential to continually check for quality and compliance.              

    Day 4

    Bid Compilation and Presentation

    • Bid compilation
    • Presentation

    By the end of the final day delegates should be able to create a bid for submission to a client and be able to present the key points from the bid in a formal environment.           

  • Audience

    Any professionals involved in bidding for, contracting for, or managing capital projects.

  • Prerequisites


  • Prerequisites

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