Course Details

FIDIC Procurement Procedures and Best Practices Training Course

INTRODUCTION

This essential training course provides comprehensive knowledge and practical skills for effectively implementing FIDIC Procurement Procedures and Best Practices. Recognizing that the success of any project begins with a well-structured and transparent procurement process, this program equips participants with a systematic understanding of pre-qualification, tendering, evaluation, and contract award methods aligned with international standards. Participants will gain deep insights into drafting robust bidding documents, conducting fair and competitive tender processes, evaluating proposals objectively, and navigating the legal and ethical considerations to select the most suitable contractors and consultants, all crucial for achieving value for money and ensuring project integrity.

This course is designed for professionals involved in the acquisition of works, goods, and services for infrastructure and engineering projects, particularly those working with or for funding institutions that mandate FIDIC-compatible procurement. FIDIC Procurement Procedures and Best Practices Training Courseempowers participants to design and manage procurement processes that are efficient, compliant, and conducive to attracting high-quality bids, thereby laying a strong foundation for successful project execution under FIDIC contract terms.

DURATION

10 days

TARGET AUDIENCE

This course is specifically designed for professionals involved in the procurement process for construction and engineering projects, particularly those utilizing or planning to utilize FIDIC contracts, including:

• Procurement Officers and Managers.
• Project Managers and Directors overseeing procurement.
• Legal and Contracts Specialists.
• Financial Officers involved in tender evaluation.
• Staff of Public Sector Entities and Multilateral Development Banks.

OBJECTIVES

Upon completion of this course, participants will be able to:

• Understand the principles of effective and ethical procurement for FIDIC projects.
• Master the stages of the FIDIC-compatible procurement cycle.
• Draft comprehensive and clear bidding documents.
• Conduct fair and transparent tender evaluation processes.
• Apply best practices to ensure value for money and mitigate procurement risks.

MODULES

Module 1: Principles of International Procurement

• Understand the fundamental principles of public and international procurement (e.g., transparency, fairness, competition, economy, integrity).
• Discuss the importance of governance and anti-corruption in procurement.
• Explore the role of funding institutions (e.g., World Bank, AfDB, ADB) in shaping procurement policies.
• Examine different procurement methods (e.g., Open Tendering, Restricted Tendering, Direct Contracting).
• Learn about the legal and ethical framework for procurement.

Module 2: Procurement Planning and Strategy

• Understand the crucial role of procurement planning in project success.
• Discuss conducting needs assessments and market analysis.
• Explore the selection of the appropriate FIDIC Contract Form based on project characteristics and risk allocation.
• Examine the development of a procurement strategy and procurement plan.
• Learn about developing a realistic timeline for the procurement process.

Module 3: Pre-Qualification and Expression of Interest (EOI)

• Understand the purpose and benefits of pre-qualification (PQ) or Expression of Interest (EOI).
• Discuss the criteria for evaluating applicant qualifications (e.g., financial capacity, experience, personnel).
• Explore the process of drafting PQ/EOI documents and inviting submissions.
• Examine the methods for evaluating and shortlisting potential bidders.
• Learn about managing confidentiality in the pre-qualification stage.

Module 4: Drafting Invitation to Bid (ITB) / Request for Proposal (RFP) Documents

• Master the key sections of a comprehensive ITB (for Works) or RFP (for Design-Build/Consultancy) document.
• Discuss drafting clear and unambiguous Instructions to Bidders (ITB/RFP).
• Explore the development of robust Technical Specifications and Employer's Requirements.
• Examine the inclusion of FIDIC General Conditions and drafting appropriate Particular Conditions.
• Learn about incorporating evaluation criteria, submission requirements, and forms.

Module 5: The Tendering Process and Bid Submission

• Understand the procedures for issuing tender documents and managing clarifications.
• Discuss the importance of a pre-bid meeting and site visits.
• Explore the proper handling of addenda and amendments to tender documents.
• Examine the process for bid submission, receipt, and opening.
• Learn about ensuring fairness and preventing collusion during the tender period.

Module 6: Bid Evaluation and Contract Award

• Understand the principles of objective and transparent bid evaluation.
• Discuss the formation and roles of evaluation committees (technical and financial).
• Explore methods for technical evaluation, financial evaluation, and overall ranking.
• Examine the process of clarifications and negotiations (if permitted).
• Learn about preparing the evaluation report and obtaining necessary approvals for award.

Module 7: Contract Negotiation and Formation

• Understand the scope and limits of contract negotiation after bid evaluation.
• Discuss common negotiation points (e.g., minor amendments, clarifications, schedules).
• Explore the transition from tender award to contract signing.
• Examine the importance of the Contract Agreement and its hierarchy of documents.
• Learn about post-award debriefings and handling unsuccessful bidders.

Module 8: Procurement Best Practices and Risk Management

• Understand how to apply ethical considerations throughout the procurement process.
• Discuss strategies for managing procurement risks (e.g., bid rigging, corruption, unqualified bidders).
• Explore the importance of robust record-keeping and audit trails.
• Examine the use of procurement audits and performance reviews.
• Learn about continuous improvement in procurement processes and adapting to changing regulations.
• CERTIFICATION
• Upon successful completion of this training, participants will be issued with a Macskills Training and Development Institute Certificate
• TRAINING VENUE
• Training will be held at Macskills Training Centre. We also tailor make the training upon request at different locations across the world.
• AIRPORT PICK UP AND ACCOMMODATION
• Airport pick up and accommodation is arranged upon request
• TERMS OF PAYMENT
• Payment should be made to Macskills Development Institute bank account before the start of the training and receipts sent to info@macskillsdevelopment.com