PPP Procurement and Tendering Training Course

Participants can prepare a procurement strategy with clear governance, timelines and accountabilities.

• Procurement strategy aligned with project scope, market depth and statutory requirements
• RACI matrix for sponsor, procuring authority, advisers and evaluation committee
• Stage-gate timetable covering feasibility, market engagement, tendering and award
• Decision log design for approvals, departures and delegated authorities
• Conflict-of-interest declarations for advisers, evaluators and decision makers
• Records retention controls supporting audit, disclosure and challenge management

Participants can translate project risks and commercial assumptions into a tender-stage allocation framework.

• Risk register distinguishing retained, transferred, shared and insurable risks
• Risk allocation matrix assigning ownership, mitigation, compensation and monitoring
• Demand risk treatment under user-pay, availability-payment and hybrid models
• Force majeure clauses separating political, natural and prolonged disruption events
• Change-in-law provisions defining compensation, relief and notification thresholds
• Payment mechanism links between performance standards, deductions and revenue certainty

Participants can conduct market engagement that informs tender design without compromising equal treatment.

• Market sounding objectives: test appetite, capacity, risk pricing and financing conditions
• Information memorandum content suitable for early non-binding market feedback
• One-to-one meeting protocols protecting confidentiality and equal bidder access
• Market feedback analysis identifying bankability concerns and delivery constraints
• Industry day agendas covering project rationale, timeline and procurement process
• Communication register recording questions, responses, disclosures and follow-up actions

Participants can design prequalification processes that identify credible and competitive bidders.

• Prequalification objectives: filter capability while retaining adequate competitive tension
• Mandatory eligibility checks for legal standing, sanctions and conflicts
• Technical capacity criteria based on comparable assets, services and delivery records
• Financial capacity tests using net worth, liquidity and funding evidence
• Consortium rules covering lead members, joint liability and membership changes
• Shortlisting methodology with minimum thresholds, scoring weights and tie-break rules

Participants can assemble coherent request-for-proposals documentation for a bankable PPP competition.

• Request-for-proposals structure integrating instructions, specifications, contract and schedules
• Output specifications expressed through service levels, availability and performance measures
• Draft PPP agreement provisions for term, handback, termination and step-in
• Data room protocols governing document versions, access rights and confidentiality
• Bid submission requirements for technical, financial, legal and environmental proposals
• Tender addenda procedures controlling revisions, extensions and bidder notifications

Participants can build an evaluation framework that produces transparent and defensible bid comparisons.

• Evaluation criteria derived directly from published tender requirements and objectives
• Pass-fail tests for compliance, qualifications, securities and mandatory submissions
• Weighted technical scoring using anchored descriptors and evaluator guidance notes
• Financial evaluation methods: net present cost, subsidy requirement and tariff assessment
• Abnormally low bid checks using assumptions, cost evidence and delivery feasibility
• Environmental and social criteria aligned with impact management commitments
• Evaluation handbook defining scoring rules, moderation and evidence requirements

Participants can manage tender communications and evaluation controls through a fair, documented process.

• Bid receipt controls using secure submission, timestamps and opening records
• Clarification protocols distinguishing minor corrections from prohibited bid modifications
• Evaluator confidentiality undertakings and conflict declarations before document access
• Consensus scoring procedures supported by individual notes and moderation records
• Clarification question logs tracking bidder responses, deadlines and equal treatment
• Audit trail requirements for scores, recommendations, approvals and notifications

Participants can manage preferred-bidder selection and limited negotiations without undermining procurement integrity.

• Preferred bidder recommendation supported by evaluation evidence and approval papers
• Standstill period management, debriefing content and unsuccessful bidder communications
• Negotiation protocol defining permitted issues, authority limits and documentation
• Clarification versus negotiation tests under published procurement rules
• Financial close conditions covering financing, permits, guarantees and corporate approvals
• Fallback arrangements if preferred bidder negotiations fail or financing collapses

Participants can close a PPP procurement and identify improvements for future tender processes.

• Contract award notice content, disclosure obligations and publication timing
• Financial close checklist covering conditions precedent, security documents and approvals
• Handover protocol from transaction team to contract management function
• Lessons-learned review covering competition, timetable, bid quality and governance
• Procurement performance indicators for cycle time, challenges and bidder participation
• Application plan prioritising immediate improvements to current PPP tender procedures