Effective Tendering Training
Both the organisations who are putting out a tender and those tendering
are faced with the following issues:
- How do we ensure that the people who are going to tender understand what we want
- How do we respond to tenders in such a way as to achieve the best result and understanding
- How do we ensure the correct people are tendering
- How do we ensure transparency
- Is it worth tendering
- How do we prevent collusion, fraud etc.
Course Objectives:
- To enable individuals and teams who are preparing tenders to have a structured approach to the process
- An understanding of the legal aspects regarding tenders and contracts
- Enabling companies that tender to provide clear understanding of the important issues to address
- Understanding of the entire process of contracting and the role tendering plays in this process
Course Outline:
Module 1: Tendering and Corporate Governance
- Directors Responsibilities
- PFMA (Public Finance Management Act)
- MFMA (Municipal Finance Management Act)
Module 2: The Context
- Contract basics
- Organisational context
- Current situation analysis
- Tender team
- Practical exercise
Module 3: Supplier pre-Selection
- Why do supplier selection
- Compiling the selection criteria
- Advertising
- Evaluation suppliers
- Practical exercise
Module 4: Tender Preparation
- Request for information (Proposal)
- Request for tender
- Advertising
- Briefing sessions
- Disqualification criteria
- Practical exercise
Module 5: Evaluation
- Submission
- Tender opening
- Evaluation
- Adjudication
Module 6: Contracting and SLA’s
- Contract components
- The role of SLA’s
- Contract implementation
Course Duration:
3 days
*Number of days can be customised and adjusted for in-house programmes.*
- The course is offered in-house and can be custom made to include specific examples and exercises based on the organisation’s activities.
- The course is wholly interactive combining theory with role play, team exercises and group interaction.
- Evaluation happens through participation and group discussion
Who should attend:
- Project teams
- Managers
- Tender evaluators
- Tender officers
- Staff involved in tendering
- Procurement staff
- Supply Chain Staff
Previous Course Feedback:
- Structure and participation were most informative. Very good (Letseng Diamonds)
- Tendering process and fraud prevention were most Very impressive (Petroleum Agency)
- Tender process and PFMA were most Excellent (Unisa)
- Process evaluation was most Excellent trainer. Very informative (Litha Pharma)
- Very informative and knowledgeable presenter. Interesting (Plessey)
- The tender process and contracts section were most informative. I thoroughly enjoyed the course, venue and food. Excellent (Plessey)
- Great course. Everything was informative (SPX/ DB Thermial)
- The complete content was informative. It did benefit me greatly (Iveco)
- Informative and interactive (Energizer SA)
- Informative, especially the tender process, contracts and general knowledge. Nic provided a lot of general knowledge (What About Us Entertainment)