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    Participants in our courses will earn 12 Professional Development Units (PDUs) which can be applied to the PMI certification. Apply to selected courses only. Contact us for details.

 

 

CONTRACT MANAGEMENT PROCESSES

Two-day course from 8:30 a.m. to 4:30 p.m.
Instructor: Court Stevens

Cost:  $995 + GST
(includes training material and CD, certificate of participation, lunch, breakfast and refreshments)

 

LEVEL: Introductory to Intermediate
 
OBJECTIVES

This course will provide you with the practical knowledge to plan and prepare Requests for Proposals, as well as proposal format and submission guidelines.

 

DATES

  • May 7-8, 2007 - Ottawa, ON

ABOUT THE WORKSHOP

Do you, or does your organization, have current strategies, processes or guidelines to address project (services or products) procurement issues? Many organizations have purchasing and accounting departments, risk managers and legal counsel; but are these people or departments expected to understand your particular project needs, how to draft the relative work requirements, timelines, deliverables? Does your organization have a system in place that ensures the project, from its beginning to end, has covered all of the contract and project management requirements?

Does your organization have written guidelines on how the contract management process works and what you and others need to do to ensure that all of the requirements and idiosyncrasies of a particular project are dealt with?

Managing contracts within any organization, large or small, require policies and procedures including written guidelines for various key activities including:

  • Needs analysis
  • Project planning guidelines
  • Procurement guidelines / protocols, including types and formats (e.g. Requests for Proposals, Tenders and Quotes)
  • Evaluation procedures for contract offers (Bids, Tenders, Quotes and Proposals)
  • Market identification - information gathering, establishing bidders lists and vendor qualification procedures
  • Types of contracts, legal considerations
  • Risk management considerations - preparing a Risk Management Plan
  • Contract negotiation practices - Pre-Award
  • Contract administration
  • Contract / Project monitoring and evaluation procedures

Training is essential for people who deal with these kinds of issues. However, it is equally important to have processes in the workplace including the organization's procurement policies and procedures, and ensuring that these processes are practiced by everyone involved and changed when change is required to maintain efficiency.

Stevens Consulting Group can assist organizations in setting up specific contract management processes that will provide contract managers with procedures to plan, prepare and manage contracts. This could include preparing contract management manuals, guidelines and checklists that would simplify the process, alleviate confusion and bureaucracy and save money for both the buyer and the seller.

WHO SHOULD ATTEND
  • Procurement and Contract Managers/Specialists who are responsible for the planning, preparation and issuing of Requests for Proposals as well as the drafting of the RFP evaluation criteria and the facilitation of the proposal evaluation process.
  • Project, Risk and Financial Managers who require a better understanding of procurement issues including project scope planning (based on a tentative contract), risk assessment and management, budget considerations and options and pricing strategies.
  • Administration staff who are responsible for project and procurement administration, preparation and filing of solicitation documents, procurement and contract monitoring and reporting documentation.

COURSE OUTLINE

Introductions, Objectives, Agenda

 

Wrap-up and Evaluation

 


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