At the end of this course participants will be able to:

• Deffine bid and tender.
• Determine tenders’ procedures in the oil & gas industry.
• Understand bid plans and strategies.
• Identify the principles of effiective sourcing management.
• Understand the principles of tender documents’ preparation.
• Explain the Total Cost of Ownership (TCO), effiective RFIs, RFPs, RFQs, and RFTs.

• The differences between tenders and bids
• Tending and bidding plans and strategies
• Tender procedure principles
• Tender documents
• Tender awards

Day 1

Bids and Tenders

• Definition and importance
• The difference between tenders and bids
• Tendering fundamentals
• Bid types

Day 2

Tendering and Bidding Plans and Strategies

• Selecting tender strategy
• Creating a tender plan
• Choosing the suitable type of contract

Day 3

Tender Procedure Principles

• End-end procurement cycle
• RFI, RFP, RFQ, and RFT
• Advertising the contract
• PQQ

Day 4

Tender Documents

• Tender package contents
• Scope of Work
• The response required from bidders
• Terms and conditions

Day 5

Tender Award

• Tender and guarantees
• Letters of intent
• Pre-contract scope changes
• Disputed contracts

At the end of this course participants will be able to:

• Define contracts and tenders
• Determine contracts’ and tenders’ characteristics in the oil & gas industry
• Understand contract fundamentals and components
• Identify steps in the bid process and evaluation
• Develop the knowledge, skills, and concepts in the contracts' documentation process
• Explain the purpose of the claims which affect the contract.

• Contract components
• Contract fundamentals
• Bid process
• Bid evaluation
• Claims’ purposes
• Documentation

Day 1

Introduction to Contracts

• Definition
• Purposes
• Types
• Requirements
• Contracts in the oil & gas industry

Contract Components

• Questions to constantly ask
• Change orders and eld work orders
• Turnover sequence charts
• Using the 80/20 rule

Day 2

Contract Fundamentals

• Questions to constantly ask
• Change orders and eld work orders
• Turnover sequence chart
• Using the 80:20 rule

Day 3

Bid Process

• Definition
• Types
• Oil & gas tenders
• RFP and problems
• Types of proposals
• Design conditions
• Unbalanced proposals
• Evaluating unit prices

Day 4

Bid Evaluation

• Bidder’s list
• Bidder pre-qualification
• The bid package
• Bid analysis

Day 5

Claims’ Purposes

• Changes due to differing conditions
• Delays, disruptions, interferences
• Ripple or impact effect of changes
• Breach of contract

Day 6

Documentation

• Document requirements
• Document types
• Equipment checkout
• Processes and procedures

At the end of this course, participants will be able to:

• Define sourcing operation
• Determine sourcing management skills in the oil & gas industry
• Understand the internal needs and requirements of oil & gas companies
• Identify the key principles of effective sourcing management.
• Develop the knowledge to analyse the targeted markets.
• Explain the Total Cost of Ownership (TCO), and effective RFIs and RFPs.

• Successful sourcing keys
• Cost performance
• Supplier performance management
• Effective oil & gas sourcing operation principles

Day 1

Introduction to Sourcing Operations

• Definition
• Process
• Fundamentals
• Importance in the oil & gas industry

Day 2

Successful Sourcing Keys

• Golden Triangle Theory (Time, money, e ort)
• Market analysis
• Understanding supplier approach
• Improving sourcing processes and strategies
• Cost evaluation

Day 3 and 4

Cost Performance

• Challenges in oil & gas
• Strategic cost management
• Principles of cost and value management
• Analysing and mitigating risks

Day 5

Supplier Performance Management

• Importance
• Long-term supplier relationships
• Performance measurement and evaluation
• Quality management for strategic sourcing

Day 6

Effective Oil & Gas Sourcing Operations Principles

• Continuous research for the markets and suppliers
• Improving selection processes permanently
• Identification of preferred supplier(s)

At the end of this course, participants will be able to:

• Define Supplier Relationship Management (SRM).
• Understand the importance of SRM.
• Identify the supplier segmentation process and alliance development.
• Develop the knowledge and skills needed to manage the risks and problems affecting the company-supplier relationship.
• Explain the proper measures of suppliers’ performance.

• Supplier relationship management overview
• SRM troubles and risks
• Supplier performance
• Segmentation and alliance

Day 1

Introduction to Supplier Relationship Management (SRM)

• Definition
• The differences between SRM and Customer Relationship Management (CSM_
• Contract management overview
• Building good relationships
• Managing and communicating the relationship
• The importance of SRM
• SRM types and styles
• SRM in the oil & gas industry

Day 2 and 3

SRM Troubles and Risks

• SRM common problem types
• Solving the problems
• Strategies to deal with problems
• Dispute resolution
• SRM risks
• Impacts and management

Day 4 and 5

Supplier Performance

• Supplier performance measures
• SLA
• Maintaining good supplier performance
• Monitoring supplier performance
• Supplier Performance Index

Day 6

Segmentation and Alliance

• Segmentation of the supplier base
• Defining the alliance
• Process
• Success factors and barriers to alliances