some of our training

Effective Tender Training

Both the people putting out a tender and those tendering are faced with the following problems:

·         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?

·         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.?

These are some of the issues that affect both the organisations that require suppliers to tender for work and those that respond to these tenders.



Objectives of the effective tendering

·         To enable teams 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

·         To ensure clarity of language to minimise misunderstanding and later litigation

Target audience

·         Project teams

·         Managers

·         Tender evaluators

·         Staff involved in tendering

·         Procurement staff (supply chain staff in Government institutions)

Duration

3 days

This course is offered in-house and can be custom made to include specific examples and exercises based on the organisation’s activities.

This course is wholly interactive combining theory with role play and team exercises, and group interaction.

Evaluation happens through participation and group discussion


Course content per module

Module 1: Tendering and Corporate Governance

·         Introduction

  • Corporate governance

·         Directors responsibilities

·         PFMA

·         MFMA

·         Treasury rules

·         Module 2: The Context

·         Contract basics

o     Basics for a valid contract

o    Conditions

o    Waivers

·         Organisational context

o    Why organisations procure using tenders

o    Capex vs operational funding

·         Current situation analysis

o    As is process

o    People aspects

o    Infrastructure

o    Information

o    Cradle to grave aspects to understand

o    How to scope a tender

·         Tender team composition

o   Practical exercise on how to analyse the current situation in order to scope the tender requirements

·         Module 3: Supplier qualification

·         Why do supplier Qualification

·         Compiling the selection criteria

o   Document required to be submitted the supplier

o   How to complete the pre-qualification document if you are a supplier

o   Developing a score card

·         Advertising

·         Evaluation suppliers

o   Scoring

o   Doing further investigation

      • Practical exercise: developing a supplier qualification document and completing the document

·          Module 4: Tender Preparation

o    Request for information

§  Ensuring understanding this is not a tender

§  Reasons for doing a request for information

§  Do,s and don’ts of supplier presentations

o    Request for tender

§  Ensuring clarity of document

§  Disqualification criteria

§  Important aspects that needs to be in every tender document

§  How to respond when there is obvious errors as a supplier

§  Payment for tender documents

o    Advertising

o    Briefing sessions

§  What is discussed

§  Suppliers to prepare for session

§  Site visits

·         Practical exercise Developing a high level tender document to ensure all the important sections are covered and clarity of language is important. Suppliers to complete the template as though they are responding

·         Module 5: Evaluation

·         Submission

o    Media Paper vs digital

o    Time

o    Place

o    Rules

·         Tender opening

o    Public vs later opening

·         Evaluation

o   Tender committee

o   Process

  • Adjudication

 

 

 

·         Module 6: Contracting and SLA's

·         Contract components

o    Payment details

o    Delivery requirements

·         The role of SLA’s

o    Compiling a SLA

o    Managing the SLA

  • Contract implementation


Feedback on this course:

·         Structure and participation were most informative. Very good (Letseng Diamonds)

·          Tendering process and fraud prevention were most informative. Very impressive (Petroleum Agency)

·         Tender process and PFMA were most informative. Excellent (Unisa)

·         Process evaluation was most informative.  Excellent trainer. Very informative (Litha Pharma)

·          Excellent. 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)


For pricing, scheduling, or to request a detailed course outline, please contact us today and empower your team to solve the challenges of tomorrow.