Procurement Planning, Tender Management & Bid Evaluation Course
Procurement and Supply Chain Management

Procurement Planning, Tender Management & Bid Evaluation Course

The Procurement Planning, Tender Management & Bid Evaluation Course is a 5-day professional training programme delivered in-person or online in Procurement and Supply Chain Management, ending with a TrustGate Corporate Skills certificate of completion.

This course provides Procurement Planning, Tender Management and Bid Evaluation experts a comprehensive and practical approach to managing procurement from needs identification through tender award and transition into contract implementation. Poor procurement planning and weak...

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5 Days Expert Instructors Certificate Included Online & In-Person
Part of TrustGate's
Procurement & Supply Chain Management programme
Strategic procurement, contract management and supply chain leadership for public and private organisations.

Course Overview

This course provides Procurement Planning, Tender Management and Bid Evaluation experts a comprehensive and practical approach to managing procurement from needs identification through tender award and transition into contract implementation. Poor procurement planning and weak tender evaluation can result in inappropriate purchases, delayed projects, excessive costs, procurement disputes and poor supplier performance. This programme addresses these challenges systematically. Participants learn how to translate organizational needs into procurement requirements, develop procurement plans, prepare appropriate specifications and terms of reference, select suitable procurement methods and develop clear tender documentation. The programme gives particular attention to bid evaluation. Participants examine preliminary, technical and financial evaluation, evaluation criteria, scoring methodologies, due diligence, evaluation reports and governance of evaluation committees. Practical exercises can be incorporated using sample procurement plans, tender documents and evaluation scenarios.

Learning Objectives

  • Conduct effective procurement needs assessments.
  • Develop comprehensive procurement plans.
  • Align procurement plans with organizational budgets.
  • Prepare clear specifications and terms of reference.
  • Select appropriate procurement and tendering methods.
  • Develop effective tender documentation.
  • Establish objective evaluation criteria.
  • Conduct technical and financial bid evaluations.
  • Strengthen tender evaluation governance and documentation.
  • Manage the transition from procurement award to contract implementation.

Course Content

  1. Identifying organizational requirements
  2. Needs versus wants analysis
  3. Stakeholder requirements
  4. Procurement justification and prioritization

  1. Developing procurement plans
  2. Budget and procurement alignment
  3. Procurement packaging
  4. Procurement timelines and scheduling

  1. Technical specifications
  2. Functional specifications
  3. Performance-based specifications
  4. Developing effective terms of reference

  1. Competitive tendering
  2. Requests for quotations
  3. Requests for proposals
  4. Alternative procurement approaches

  1. Instructions to bidders
  2. Qualification requirements
  3. Evaluation criteria
  4. Contractual and commercial requirements

  1. Tender advertising
  2. Pre-bid meetings
  3. Tender clarifications
  4. Tender receipt and opening

  1. Bid responsiveness
  2. Eligibility and qualification
  3. Technical evaluation methodologies
  4. Technical scoring and documentation

  1. Price evaluation
  2. Cost adjustments
  3. Total evaluated cost
  4. Commercial responsiveness

  1. Evaluation committee responsibilities
  2. Confidentiality and conflicts of interest
  3. Evaluation reports
  4. Recommendations and approvals

  1. Notification and communication
  2. Contract finalization
  3. Contract kick-off
  4. Transition to contract-management arrangements

Who Should Attend?

  • Procurement Managers
  • Procurement and Purchasing Officers
  • Tender Management Professionals
  • Tender Committee Members
  • Bid Evaluation Committee Members
  • Supply Chain Managers
  • Project and Programme Managers
  • Engineers and Technical Officers
  • Finance and Budget Officers
  • Contract Managers
  • Internal Auditors
  • Compliance Officers
  • Public Sector Procurement Professionals
  • NGO and Development Project Procurement Officers
  • Professionals involved in specifications, tendering or bid evaluation

Training Methodology

  • Interactive presentations – Introduce key procurement concepts, procedures and best practices.
  • Case studies – Analyse real-life procurement challenges and develop solutions.
  • Practical exercises – Prepare procurement needs assessments, plans, specifications and ToRs.
  • Tender documentation workshops – Develop effective tender documents and evaluation criteria.
  • Bid evaluation simulations – Practise technical and financial bid evaluation.
  • Role plays and simulations – Simulate tender committees, evaluations and contract award processes.
  • Group discussions – Share experiences, challenges and institutional best practices.
  • Risk-based learning – Identify procurement risks and develop mitigation measures.
  • Contract transition exercises – Practise the transition from award to contract implementation.
  • Tools and templates – Use practical procurement plans, evaluation matrices, checklists and handover tools.
  • Action planning – Develop individual or institutional procurement improvement action plans.
  • 70:30 practical approach – Approximately 70% practical application and 30% theory.

Your facilitator

Mr. Eliab Ngotho

Mr. Eliab Ngotho

Procurement, Logistics and Supply Chain Management Expert

Procurement, Logistics and Supply Chain Management Expert with over 15 years of experience delivering procurement training, institutional capacity building, and public procurement reforms across Africa. Demonstrates deep technical expertise in procurement systems, e-procurement, PPP frameworks, and supply chain governance.

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What's Included

Certificate of completion
Training materials included
Lunch and refreshments (physical)
Post-training support

Certification

Certificate in Procurement Planning, Tender Management & Bid Evaluation

Issued by: TRUSTGATE CORPORATE SKILLS

Frequently Asked Questions

How long is the Procurement Planning, Tender Management & Bid Evaluation Course training?

The Procurement Planning, Tender Management & Bid Evaluation Course runs for 5 Days. Each day combines expert-led teaching with practical, hands-on exercises so participants can apply what they learn immediately.

Is the Procurement Planning, Tender Management & Bid Evaluation Course delivered online or in-person?

This course is delivered in person (scheduled venues include Mombasa, Nairobi, Dar es Salaam, Kampala), live online, or in-house at your organisation.

How much does the Procurement Planning, Tender Management & Bid Evaluation Course cost?

The fee is US$600 per person online and US$1,400 per person in person. In-person fees depend on the participant's country; the pricing card on this page shows the fee for yours.

When is the next Procurement Planning, Tender Management & Bid Evaluation Course training?

The next scheduled session runs from 16 November 2026 to 20 November 2026 in Mombasa, Kenya. You can also request a custom date or an in-house session for your team.

Do I get a certificate after completing the Procurement Planning, Tender Management & Bid Evaluation Course?

Yes. Participants who complete the Procurement Planning, Tender Management & Bid Evaluation Course receive a certificate of completion from TRUSTGATE CORPORATE SKILLS.

What will I learn in the Procurement Planning, Tender Management & Bid Evaluation Course?

Key learning outcomes include: Conduct effective procurement needs assessments; Develop comprehensive procurement plans; Align procurement plans with organizational budgets; Prepare clear specifications and terms of reference; Select appropriate procurement and tendering methods.