Public Finance, Procurement and Contracts

Procurement, Tendering and Contract Management

Procurement planning, tender documentation, bid-process support, evaluation documentation and contract administration through implementation.

When clients come to us

  • A tender needs to go out and the documents are not defensible yet.
  • An evaluation committee needs criteria, scoring matrices and guidance that will survive review.
  • A contract is running late, varied or disputed and the file is incomplete.
  • A procurement file has to satisfy an audit or a donor review.
  • Payment certificates are being approved without a check against deliverables.

What the work covers

  • Procurement planning, packaging and strategy notes
  • RFQ, RFB, RFP and REOI documents, terms of reference, specifications and bills-of-quantities inputs
  • Evaluation criteria, scoring matrices and evaluation-committee guidance
  • Bid-data sheets, special conditions of contract and contract templates
  • Procurement risk registers and conflict-of-interest protocols
  • Pre-bid meeting support and clarification logs
  • Bid-opening records, compliance checks and evaluation reports
  • Due-diligence notes on recommended bidders
  • Standstill, notification and debrief support
  • Procurement file assembly for audit and donor review
  • Kick-off packs, implementation schedules and deliverable trackers
  • Variation, extension-of-time and claims documentation
  • Performance-security, advance-guarantee and insurance monitoring
  • Payment-certificate review against deliverables and contract conditions
  • Contract close-out, lessons-learned and disputes file preparation

What you receive

  • A procurement plan and packaging strategy
  • A complete, internally consistent tender document set
  • An evaluation framework with scoring matrix and committee guidance
  • A contract administration toolkit: trackers, templates and registers
  • An assembled procurement file ready for audit or donor review

Professional boundaries

  • Documents are prepared to Public Procurement Authority (PPA) rules, donor guidelines or the client's corporate policy, as applicable.
  • Visionary Dynamics advises and prepares documentation. It does not replace the client's designated procurement entity or evaluation panel.
  • The firm does not bid on procurements it has helped to design, and does not act for both sides of the same transaction.
  • Contract documentation support is technical, not legal representation; legal drafting and opinions are referred to qualified practitioners.
Next step

Discuss your project

Send a short note of the decision you need to make, the geography, the deadline and any donor or statutory rule that applies. You will get back a scoping note rather than a generic brochure.