About the Clever Buying courses

In-House Courses Public Courses

Practical Procurement Training

This exciting course covers best practice methods for preparing requests for tender and tender evaluation; and demonstrates leading-edge tools that will cut the time and costs of tender evaluations while improving the quality of decision making.

It provides the core knowledge and some of the assessment requirements for the NZ Certificate in Infrastructure Procurement Procedures – the only NZQA-accredited Procurement Qualification that includes Government Rules of Sourcing and practical procurement methods.

Click here to download a flier about our 'Clever Buying' courses

Clever Buying™ covers international best practice procurement theory as well as leading-edge tools and methods used for tender preparation and evaluation. The tools and techniques can be applied in any industry that uses tendering as a key form of procurement.

How Clever Buying™ will help you get best value for money

Public and private organisations are under more pressure than ever before to procure products and services efficiently; and get the best value for money. Many government organisations and larger private organisations recognise that the use of leading-edge procurement methodology is the key to effective procurement processes.

The tools and methods introduced in Clever Buying™ will help procurement professionals to significantly improve both the quality and the efficiency of their decision making.

The power of these practices has been proven:

  • Better decisions that deliver lower whole-of-life costs for tendered products and services, and
  • Less time and money spent in securing the best value suppliers.

Who should attend Clever Buying™?

  • Tender evaluators
  • Managers responsible for preparing RFx documents
  • Council / local government managers and engineers
  • Procurement senior and middle managers
  • Consultants
  • Commercial and business managers
  • Purchasing managers
  • CEOs, general managers and managing directors
  • Divisional managers

Clever Buying™ Day One: PROCUREMENT PLANNING and RFT PREPARATION

1. PROCUREMENT ESSENTIALS

  • Strategic context of procurement
  • Government rules and principles
  • The procurement life cycle
  • Tendering research
  • The four aims of best practice procurement

2. PROCUREMENT PLANNING

  • Procurement planning blueprint
  • Project characteristics
  • Market understanding
  • Baseline eliminators
  • Differentiators (risk/ opportunity analysis)

3. SUPPLIER SELECTION METHODS

  • Context of supplier selection
  • Delivery models
  • Open/ closed contests
  • Lowest Price Conforming
  • Weighted Attributes
  • Price/Quality Method
  • Target Price
  • Brook’s Law

4. DEVELOPING RFx DOCUMENTS

  • RFT design – good + bad examples
  • RFT development overview
  • Clever Buying toolbox
    • Shortlisting strategies and eliminators
    • Prequalification tools
    • Setting and testing attributes and weights
    • Anchored scales
    • Targeted questions
    • Response questionnaires
      • do’s and don’ts

Clever Buying™ Day Two: TENDER EVALUATION

5. SCORING METHODS

  • Lowest Price Conforming
  • Weighting Attributes
  • Price/ Quality Method

6. EVALUATION PROCESSES

  • Selecting and briefing the evaluation team
  • Effective tender process administration
  • Tags and clarifications
  • Alternative tenders
  • Tender communications
  • Tender evaluation reports
  • Tender de-briefs

7. LEGAL AND ETHICAL EVALUATION ISSUES 

  • Legal requirements and codes of ethics
  • Tendering case law
  • Cartel conduct
  • Evaluation probity scenario examples

8. PRACTISING TENDER EVALUATION – TECHNIQUES AND TOOLS

  • Shortlisting tools – supplier panels, prequalification, EOIs, preconditions
  • Differentiation tools – attribute and weight tools, anchored marking scales, targeted questions, response questionnaires
  • Tender evaluation and debrief exercises.

Click here to download an outline of the 'Clever Buying' course content.