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)