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CONTRACT MANAGEMENT PLANNING AND IMPLEMENTATION
Business Case
Planning and Development, Project and Contract Planning
Requirements, Solicitation Planning and Process, Vendor
Evaluation and Selection, Contract Award, Implementation,
Monitoring and Evaluation
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Two-day course from 8:30 a.m. to 4:30 p.m.
Instructor: Court Stevens
Cost: $1295 + GST
(includes training material, certificate of participation,
breakfast, lunch, and refreshments)
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| OBJECTIVES |
Participants will be able to:
• More effectively plan, develop and prepare Contract
Management Plans for all types of projects and contract
initiatives.
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DATES
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To be determined. |
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ABOUT THE WORKSHOP
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Initiating a procurement and contract management strategy can
be a complex process that requires a thorough understanding of
specific planning and procurement activities.
This 2-day seminar will focus on the key contract
management phases and activities from both the buyer's and
seller's perspectives. The following topics will be reviewed
through group discussion and exercises:
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Understanding and using procurement, contract and
project management terms and definitions - A Detailed
Glossary
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Identifying the project and contract requirements - the
needs analysis and establishing the business case
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Understanding the procurement and contract management
planning framework
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Planning and preparing the Procurement and
Contract Management Plan
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Initiating an information gathering gathering and market
identification process (e.g. Request for Information (RFI),
Request for Expressions of Interest (RFEI) and Request
for Qualifications (RFQ))
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Establishing bidder / proponent eligibility and
pre-qualification lists
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Establishing the contract scope of work (including
both preliminary and detailed)
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Understanding and initiating a contract and project risk
management assessment, strategy and process - The
Risk Management Plan
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Identifying project costing requirements and strategies
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Establishing the vendor selection and qualification
criteria and evaluation process
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Understanding the use of and distinguishing the
differences between Tenders, Quotes and Request for
Proposals - The Solicitation Phase
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Evaluating tenders, quotes, and proposals - The
Vendor Evaluation Process
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Understanding the key fundamentals of pre-award
discussions / negotiations
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Understanding the key components and elements of a
legally binding contract, including the Contract Statement
of Work - The Award Phase
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Establishing contract and project reporting, quality control /
performance measurement and evaluation procedures - Monitoring and Evaluation
Plan
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Utilizing effective planning and control charts and
tools (e.g. Gantt Charts) for monitoring key project
activities, milestones and deliverables
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Planning for and establishing a conflict management and
problem resolution process.
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 (RFEI/RFI/RFQ)
- Risk Management Planning Guideline and Worksheet
- Tender, Quote and RFP Package Checklists
- Proposal Evaluation Guidelines and Checklist
- Business Case Development - Planning Guidelines
- Contract Monitoring Planning Guideline
- Monitoring Incident and Action Record
- Contract Evaluation Guidelines/Checklist
- Project and Contract Glossary of Terms and Definitions
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| WHO SHOULD ATTEND |
- Procurement, Contract and Project Managers/Specialists,
Finance/Business Managers and Administrators
who are responsible for the issuing and evaluation of all
solicitation types (e.g. Tenders, Quotes and RFPs).
- Project, Risk and Financial Managers who require a
better understanding of procurement issues including project
scope planning, risk assessment and management, budget
considerations and options and pricing strategies.
- Administrative staff who are responsible for contract,
project and procurement administration, preparation and
filing of solicitation documents, procurement and contract
monitoring and reporting documentation.
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