Project Procurement and Contract Management Training Course

Participants can select a procurement approach aligned with project objectives and market conditions.

• Business case assumptions translated into procurement objectives and measurable benefits
• Make-buy analysis using total cost, capacity, capability and strategic control
• Market sounding boundaries before formal competition and supplier engagement
• Kraljic portfolio matrix for supply positioning and procurement approach
• Procurement route selection: open tender, restricted tender, framework, or direct award
• Acquisition plan milestones linked to design maturity and decision points

Participants can convert project needs into clear, testable supplier requirements.

• Statement of work structure: outcomes, deliverables, acceptance criteria and exclusions
• Work breakdown structure converted into bid packages and contract line items
• Requirements traceability matrix linking needs, specifications, tests, and acceptance evidence
• Performance specifications distinguished from prescriptive technical specifications and drawings
• Interface requirements allocated between client, contractor, suppliers, and third parties
• Change-control thresholds defined before solicitation release and bidder questions

Participants can assess supply markets and identify commercially viable sourcing options.

• Market analysis covering supplier capacity, barriers, pricing drivers, and concentration
• Porter's Five Forces applied to supplier power and competitive tension
• Supplier prequalification criteria covering technical, financial, safety, and legal standing
• Request for information used to test market readiness and options
• Supply-chain mapping identifies critical tiers, single points, and geopolitical exposure
• Should-cost model separates materials, labour, overhead, contingency, and profit

Participants can identify, allocate and monitor procurement and supplier risks.

• Procurement risk register with causes, events, impacts, owners, and responses
• Risk allocation matched to control, insurability, pricing, and project dependencies
• Monte Carlo schedule-risk outputs interpreted for procurement lead-time decisions
• Contingency versus management reserve distinguished through approval authority and purpose
• Supplier financial distress indicators monitored before award and during delivery
• Sanctions, anti-bribery, modern slavery, and data-security due diligence

Participants can prepare controlled tender documentation and manage bidder communications fairly.

• Invitation to tender pack assembled from scope, schedules, forms, and instructions
• Evaluation criteria weighted before issue with scoring guidance and evidence requirements
• Mandatory pass-fail requirements separated from rated technical and commercial criteria
• Bidder clarification process preserves equal treatment and documented communications
• Procurement timetable accommodates advertising, questions, evaluation, approvals, and standstill
• Non-disclosure agreements and controlled data rooms protect sensitive project information

Participants can evaluate bids objectively and prepare a defensible award recommendation.

• Compliance matrix records each bid response against mandatory submission requirements
• Consensus scoring reconciles evaluator evidence without averaging unsupported judgements
• Total cost of ownership compares acquisition, operation, maintenance, and disposal
• Abnormally low bid review tests assumptions, omissions, and delivery feasibility
• Due diligence verifies references, financial capacity, beneficial ownership, and sanctions
• Evaluation report documents rationale, moderation, approvals, and unsuccessful bidder feedback

Participants can prepare and conduct structured negotiations within approved commercial limits.

• Negotiation preparation sheet defines objectives, limits, concessions, and walk-away points
• BATNA analysis establishes alternatives before commercial and contractual discussions
• Should-cost evidence tests supplier pricing, productivity assumptions, and proposed margins
• Package trades across price, schedule, warranty, liability, and payment terms
• Minutes distinguish agreed positions, open items, owners, and target dates
• Negotiation authority matrix prevents unauthorised commitments and scope concessions

Participants can select contract models and structure terms to manage project risk.

• Contract structure links agreement, conditions, scope, schedules, and priority clauses
• Fixed-price, reimbursable, time-and-materials, and target-cost models compared
• FIDIC and NEC4 approaches to roles, notices, compensation, and administration
• Payment mechanisms align milestones, retention, incentives, and cash-flow requirements
• Warranty, indemnity, limitation-of-liability, and insurance provisions allocated deliberately
• Intellectual property, confidentiality, data rights, and cybersecurity obligations drafted clearly

Participants can move from award decision to controlled supplier mobilisation.

• Award recommendation consolidates evaluation results, approvals, risks, and negotiation outcomes
• Contract award notice, debriefing, and standstill actions sequenced correctly
• Kick-off agenda aligns scope, governance, reporting, interfaces, and early deliverables
• Contract management plan assigns administration tasks, records, controls, and escalation
• Baseline register captures approved scope, price, dates, assumptions, and obligations
• Supplier onboarding verifies insurances, bonds, contacts, systems access, and reporting

Participants can monitor supplier performance against contractual delivery and quality requirements.

• Contractor performance metrics combine delivery, quality, safety, cost, and responsiveness
• Service-level agreements define measurement windows, exclusions, credits, and reporting
• Earned value management connects contract progress with cost and schedule performance
• Quality surveillance plan sets inspections, hold points, witness points, and records
• Supplier performance review uses scorecards, corrective actions, and escalation triggers
• Early warning signals identify slippage, resource gaps, defects, and interface failures

Participants can assess, approve and record changes without losing contract control.

• Change request log records origin, scope effect, valuation, and approval status
• Variation valuation uses rates, quotations, dayworks, and independent estimates
• Baseline impact assessment quantifies schedule, cost, risk, and benefit changes
• Change-control board decisions follow delegated authority and documented recommendations
• Constructive change indicators identified before work proceeds without formal instruction
• Configuration management maintains approved drawings, revisions, and technical records

Participants can preserve contractual rights and address disputes before formal escalation.

• Contract notice requirements mapped to triggers, deadlines, recipients, and evidence
• Contemporaneous records support delay, disruption, variation, and payment claims
• Critical path analysis distinguishes excusable delay from concurrent delay
• Claim narrative links contractual entitlement, facts, causation, quantum, and relief
• Escalation ladder progresses from project negotiation to mediation and adjudication
• Dispute avoidance through early warnings, joint reviews, and issue registers

Participants can maintain procurement records and controls suitable for audit and assurance review.

• Procurement authority matrix separates operational decisions, approvals, and reserved matters
• Three lines model clarifies management, oversight, and independent assurance roles
• Audit-ready procurement records meet retention, version-control, and access requirements
• Fraud red flags include bid-rigging, split purchases, conflicts, and invoice manipulation
• Public procurement principles: transparency, equal treatment, proportionality, and accountability
• Supplier code clauses address anti-bribery, labour standards, and reporting channels

Participants can manage procurement lead times, long-lead items and delivery dependencies.

• Procurement schedule integrates design release, tender, award, manufacture, and delivery
• Long-lead item register tracks approvals, fabrication, shipping, and site readiness
• Expediting plan sets reporting cadence, factory visits, recovery actions, and escalation
• Interface milestone map exposes dependencies between packages, permits, and commissioning
• Schedule float ownership defined before delay analysis and acceleration decisions
• Recovery plan tests resequencing, alternate sources, overtime, and partial deliveries

Participants can control contract commitments, invoices, payments and forecast final cost.

• Cash-flow forecast aligns contract payment events with project funding and commitments
• Invoice validation matches quantities, milestones, rates, taxes, and supporting evidence
• Retention, advance payments, guarantees, and bonds managed through contract registers
• Open-book accounting validates reimbursable costs, timesheets, invoices, and mark-ups
• Forecast final cost combines committed values, approved changes, and risk allowances
• Commercial dashboard reports commitments, accruals, forecasts, payments, and exposure

Participants can manage supplier relationships while maintaining contractual accountability.

• Supplier segmentation differentiates strategic partners, bottleneck suppliers, and transactional vendors
• Joint performance improvement plan assigns actions, measures, owners, and review dates
• Supplier development targets quality capability, process stability, and delivery reliability
• Relationship governance balances collaboration, competition, confidentiality, and contractual accountability
• Supplier exit plan protects continuity, knowledge transfer, data, and replacement sourcing
• Quarterly business review agenda links performance trends, risks, and future demand

Participants can include environmental, social and ethical requirements in project procurements.

• Life-cycle costing evaluates energy, maintenance, replacement, and disposal costs
• Carbon criteria assess embodied emissions, transport, materials, and reporting evidence
• Modern slavery due diligence examines labour practices, recruitment fees, and remediation
• Social value requirements translate commitments into measurable contractual deliverables
• Responsible sourcing clauses address traceability, certifications, audits, and corrective actions
• Environmental management plans assign waste, pollution, biodiversity, and compliance controls

Participants can close contracts systematically and capture commercial lessons for future projects.

• Completion checklist confirms deliverables, acceptance, warranties, accounts, and records
• Final account reconciliation resolves payments, retentions, credits, and outstanding variations
• Lessons learned separates root causes, repeatable controls, and future actions
• Post-project supplier review assesses performance, relationship value, and re-engagement decisions
• Benefits realisation measures procurement outcomes against business-case assumptions
• Records handover transfers manuals, certificates, asset data, and intellectual property

Participants can build, review and present a complete project procurement and contract management pack.

• Procurement strategy integrates scope, market analysis, risks, route, and governance
• Solicitation and evaluation plan specifies documents, criteria, timetable, and approvals
• Contract management plan defines baselines, performance controls, changes, and records
• Negotiation brief addresses commercial priorities, risk allocation, and authority limits
• Peer review tests traceability, fairness, deliverability, and contractual completeness
• Presentation defends recommendations against sponsor questions and project constraints