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This training programme is structured and designed to provide the knowledge in:

  • Type of contract and the language for best outcome with contractors and consultants
  • Managing the tender process and raising the invitation
  • Creating the service level agreements and statements of work
  • Assessing, analyzing consultant and contractor performance and negotiations with the consultants and the firms supplying the contractors
  • Problems to be taken into consideration earlier than the gentle invitation and key contractual clauses
  • Selecting and sourcing the contractors and consultants

Who Should Attend?

Personnel who can attend this course are:

  • Contract professionals
  • Engineering Project Professionals
  • Purchasing and buyers Professionals
  • Construction Professionals
  • Financial professionals who are responsible to provide the staff with advanced skills for those who are involved in the subcontracting and contracting activities

Course Objectives:

By the end of the course, participants will gain knowledge and skills for:

  • Evaluation of proposals and bids
  • Contract documents: Essential key clauses to include
  • Application and structure of incentive arrangements
  • Conditions and the best terms to protect your organization
  • Strategy and Planning: Negotiation
  • Contractors and Consultant’s performance: Measuring and monitoring

Course Outline:

Module I

  • Contractual Relationships with Consultants and Contractors: Establishment of relationships
  • Introduction
  • Programme and objectives: Purpose
  • The distinction between Consultants and Contractors: The definition
  • Consultants & Responsibilities to Buyer: The role
  • Contractors & Responsibilities to Buyer: The role
  • Relationship with Consultants and Contractors: Definition
  • Contract length with a contractor or consultant
  • Work to be accomplished: The type of work
  • Contracting out the work: The reason behind
  • Pricing strategies for the Consultants & Contractor Firms
  • Market-based: Top-down strategy
  • Cost recovery based: Bottom-up strategy
  • Sourcing & Qualifying and sourcing Potential Contracting and Consulting Firms
  • Planning assumptions: The basics
  • Project scheduling and proactive sourcing
  • Internet usage
  • Description: References from the other known past users
  • Scope definition
  • Work packages: Statement of work (SOWs)
  • Key Performance Indicators (KPIs): Service level agreements (SLAs)
  • Overall success importance
  • Buyer and Consultant/Contractor: Concise and clear to both

Module II

  • Future progress reporting: Milestones establishment
  • The Bid Evaluation Processes: The bidding
  • Invitations to Requests for Quotation (RFQ), Requests for Proposals (RFP), and Tender (ITT)
  • Identifying the best request for a situation
  • The reason behind the usage of competition
  • Evaluation of bid or proposal
  • Schedule of bid evaluation
  • The concept of Compliance matrix
  • Conditions and terms Analysis
  • Comparability: The factors
  • Price Adjustments and the contract pricing
  • Firm price or fixed price?
  • Incentive-based pricing: Costs plus (Materials & Time)
  • Clauses & Criteria: Contract price adjustment
  • The concept of Price Adjustments through the use of Price Indices
  • Money value: Quality vs price factors
  • Analysis of cost for bids/proposals
  • Cost Analysis: reasons
  • Description: Additional Cost Information from Bidders: Requesting
  • Methods of cost estimation
  • Development of Contracts and negotiations
  • Techniques and negotiations strategies
  • Precursor for the negotiation strategy: Positioning of Buyer or Supplier
  • Accompanied by Consultants
  • Accompanied with Firms supplying Contractors
  • Ways to Negotiate with Sole Source
  • Structure and Application: The incentive arrangements

Module III

  • Formats of a model contract
  • Consultants: Formats
  • Contractor Firms: Formats
  • Significant Contract Articles
  • Description: Financial considerations
  • Base price: Specifics of items
  • Expenses: definition
  • Project rates: Hourly, Daily or weekly
  • Payment and the progress reporting
  • The concept of Payment based on achieved milestones not the stage Payments (elapsed time)
  • When, where, and how: Terms of payment, currency termination of contract and the currency net payment terms
  • Both Parties: Termination Reasons
  • Termination processes
  • The concept of Warranties, insurance, IPR, and confidentiality
  • Non-Disclosure and the confidential information
  • Pre-contract arrangements: The need
  • Retrieval of proprietary or confidential information
  • The agreement not to be used or disclosed
  • How lengthy in force after settlement is complete
  • Coverage of insurance
  • Insurable: definition
  • Requirement of insurance
  • Possible effect and the nature of the insurance proof
  • The coverage type
  • Contractor/Consulting Firm or Buyer: Who bears the cost

Module IV

  • Intellectual Property Rights
  • IPR Definition: Copyright & Trademarks, patents, design rights
  • Foreground Rights and the background
  • Assignment and the ownership rights
  • Representations and the warranties
  • The concept of No Conflict with the Contractor/Consultant work
  • Agreement of the Consultant/Contractor perform in a professional manner
  • The concept of Restrictive Covenants
  • The Consultant/Contractor will not be responsible to provide like services to the Buyer’s competitors
  • The publication will not be considered without the prior consent of the buyer
  • No usage in sales promotion, advertising, or publicity without the prior consent
  • Performance Evaluation and the contract award
  • Contract awarding
  • The concept of contract effectiveness conditions and the contract formation
  • Successful bidder: Notification
  • Unsuccessful bidders: Notification
  • Description: the start dates and the official signatures
  • The concept of Measuring and monitoring Consultant Performance
  • Statement of Work: Performance basis
  • Achievement of Milestones and tracking the progress against them

Module V

  • Processes of project management
  • The concept of Measuring and monitoring the Contractor Performance
  • Statement of Work: The basis of performance
  • Project performance: Individual
  • Expectations of work
  • The concept of Contract Administration
  • Making sure the performance of the contractor/Consultant as stated
  • Problems/issues to be resolved from either party
  • Renewing Agreement: Preparation
  • Terminating Agreement: Preparation
  • The final analysis and review
  • Feedback forms: Delegation
  • Objectives analysis

General Notes

  • All our courses can be facilitated as Customized In-House Training course.
  • Course duration is flexible and the contents can be modified to fit any number of days.
  • As for Open Enrolment Courses, we offer our clients the flexibility to chose the location, date, and time and our team of experts who are spread around the globe will assist in facilitating the course.
  • The course fee includes facilitation, training materials, 2 coffee breaks, buffet lunch and a Certificate of successful completion of Training.
  • FREE Consultation and Coaching provided during and after the course.
Customized Schedule is available for all courses irrespective of dates on the Calendar. Please get in touch with us for details.
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