Conducting Robust Tender Evaluations

This practical course gives participants a clear understanding of how to plan, conduct and document a fair, transparent and defensible tender evaluation process. It examines the responsibilities of evaluation team members, the application of selection and award criteria, scoring and moderation, the use of clarifications, and the preparation of clear evaluation records and outcome letters.

What's covered

Before you evaluate

✓Principles of a fair and transparent evaluation process
✓Roles and responsibilities of the evaluation team
✓Conflicts of interest and confidentiality

Applying the criteria

✓Distinguishing between selection and award criteria
✓Assessing pass/fail requirements
✓Evaluating qualitative award criteria
✓Applying scoring methodologies consistently

Scoring and moderation

✓Preparing clear, evidence-based evaluation comments
✓Individual scoring and consensus meetings
✓Managing scoring differences and moderation
✓Clarifications, omissions and tender errors

Cost and price

✓Evaluating cost and price
✓Identifying abnormally low tenders

Recording and communicating the decision

✓Recording the evaluation decision and maintaining an audit trail
✓Preparing successful, unsuccessful and inadmissible outcome letters
✓Common evaluation risks and how to avoid them
✓Questions, practical scenarios and discussion

What you'll take away

✓Set up an evaluation team properly, including conflict-of-interest and confidentiality handling
✓Apply selection and award criteria consistently, and score qualitative criteria with evidence-based comments
✓Run a consensus meeting and moderate scoring differences defensibly
✓Identify an abnormally low tender, and write successful, unsuccessful and inadmissible outcome letters

Who it's for

Procurement professionals, evaluation team members, project managers, technical specialists, finance staff and others involved in assessing tender submissions.

Registrations are reviewed to keep this course public-sector only.

Booking terms

Before you register

✓If you can't attend, a colleague can take your place — let us know in advance and we'll update the registration.
✓Cancel at least 24 hours before the session and you'll receive a full refund. Cancellations inside 24 hours aren't refunded, though a colleague is welcome to take the place instead.
✓Where a course runs over two sessions, one registration covers both and the full fee applies — attending only one session doesn't reduce it.
✓A certificate of attendance is available on request.

Questions about a booking? Get in touch.