PSPP 201: Planning


This interactive course is delivered as a 2-day classroom workshop and in an online format. It provides participants with a detailed understanding of the steps, considerations and documentation needed to ensure that adequate planning is done for procurement and contracting processes. The course covers the importance of a thorough market assessment when preparing a procurement plan, and how to select the most appropriate solicitation methodology and minimize risk when setting up the evaluation and selection process.

The elements of a basic business case are discussed, along with cost benefit analysis considerations. Key legal issues, such as intellectual property and conflict of interest, are explored, and the importance of maintaining good vendor relationships throughout the procurement and contract management cycle is emphasized.  Course description.


PSPP 101 (highly recommended)

Learning Objectives

  • Describe the steps to obtain approvals to issue the solicitation
  • Practice conducting a needs assessment, cost benefit analysis and risk assessment
  • Review and discuss how to design a procurement strategy and process
  • Define solicitation terms
  • Discuss how to draft the Contract B framework
  • Identify best practices and legal obligations in the planning phase of procurement
  • Identify document retention requirements and other requirements to comply with corporate policy

Expected Outcomes

Participants will understand the key steps in effectively planning any public sector procurement, as well as how to obtain approvals to proceed and key areas of risk when conducting the solicitation process. At a high level, they will identify the important components of any solicitation document and resulting contract, and learn about obligations to maintain appropriate and complete documentation in procurement files.

Other PSPP Courses

Learner Comments

Every aspect was relevant and good!

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