Learning Objectives
Interactive Workshop 4 – Competitive Bidding, Contract Preparation and Contract Management
(2 days)
1. Overview of Contract Management
a. The Contract Life Cycle & Best Practices
- Discuss the best practices across the contract management lifecycle.
- Understand the contract management terminology.
b. Competitive Bidding
- To describe the necessary conditions for successful competitive bidding.
c. Competitive Bidding Tools and Technology
- To explain the potential application of el-business throughout the bidding process.
d. Creating a Request for proposal (RFP) and Request for Quotation (RFQ)
- To prepare a RFP or a RFQ
2. Internal Rules, Regulations and the Law
a. Overview of Canadian Contract Law
- Discuss the foundations of Canadian contract law and contract law in your home provinces.
b. UNCISG
- Describe some implications of the United Nations Convention Contracts for the International Sale of Goods (CISG) on Canadian purchasing and supply chain managements.
c. Legal Implications of an RFP
- Interpret recent and relevant Canadian legal cases in tendering and contracting in terms of implications for candidates’ organizations.
- Review and critique rules and policies surrounding bidding and contracting in candidates’ own organizations.
d. Competitive Bidding Example: John Hopkins University
3. RFP for ECM: Presentation Requirements
4. Contract Management
a. Types of Contracts
- Explain the differences between fixed-price and cost-plus contracts.
b. Contract Management
- Develop contract terms to protect against environmental uncertainty.
- Outline a process for contract performance review and compliance.
c. Contract Renewal
- Compare alternative approaches at the point of contract renewal, and apply the “best practices” in a contract renewal situation at your organization.
5. RFP for ECM: Presentations
a. Present an RFP, as a team to a group of decision makers.
b. Critique a presentation delivered by another team.
c. Describe the skills and competencies needed for effective contract management.
6. Workshop Wrap-up and Final Project Requirements (RFP Policy Report)
a. Begin preparation of your workshop final report.
b. Discuss key concepts covered during the session.
c. Discuss how they would apply the concepts in their organization.
d. Prepare a final report.