Effectively Managing Tenders, Specifications and Contracts

The programme

Programme overview

Those involved in tendering, bid, and supplier evaluation and the preparation of contracts. understand well the significant challenges in this ever-changing business environment. This Effectively Managing Tenders, Specifications and Contracts program is designed to increase the competencies of all those contributing to the acquisition process for equipment, materials, and services so that the significant cost, quality, and delivery improvements available from the marketplace can be obtained. High quality Contract and Tender Management are essential activities in achieving improved levels of performance for all organizations.

Who should attend

Who is this programme for?

• Bid Specification Committee Members,
• Supply Chain Managers/Officers,
• Procurement Officers/Managers,
• Contract Managers,
• Asset Controllers,
• Adjudication Committee Members,
• Asset Managers/Officers,
• Legal Service,
• State Accountant,
• Project Managers,
• Admin Officials,
• Treasury Clerk,
• Purchasing Managers/Officers

Learning outcomes

What you will learn

• Planning and managing a tender process
• Setting the best strategy for procurement
• Selecting the best form of contract
• Examining the inherent risks in bids and tenders
• Techniques to attract suitably qualified vendors to your bid opportunity
• Identification of preference point system, designated sector, pre-qualification criteria, objective criteria and subcontracting
• Procurement Regulations,
• Avoiding unauthorized, irregular and fruitless wasteful expenditure in the tender process
• Bid Specification Committee (BSC)
• Bid Evaluation Committee (BEC)
• Bid Adjudication Committee (BAC)
• Case studies based on Prices
• Reporting obligation of BEC to BAC
• Effective Contract Management: Perform contracts administration activities
• Develop skills in negotiation planning and strategies
• Perform Records Management Activities; Contract documentation is completed, signed and recorded
• Learn the Essential Elements of a Contract
• Understand methods of contractor/supplier segmentation
• Manage Relationships and Monitor Performance on Contracts

Explore the programme

Detailed programme outline

Summary of the SCM model

• Indicating how the tender process fits into the model.
• Relationship between Demand Management and Acquisition Management analysed in relation to the goods, works and services required.
• Identification of preference point system, designated sector, pre-qualification criteria,objective criteria and subcontracting
• Prequalification criteria for preferential procurement
• Tenders to be evaluated on functionality
• 80/20 preference point system for acquisition of goods or services for Rand value equal to or above R30 000 and up to R50 million
• 90/10 preference point system for acquisition of goods or services with Rand value above R50 million
• The regularity framework to ensure compliance
• Tender Process,

Bid Documents

• Standard Bidding Documents
• Conditional Bid Documents

Prescribed administrative process.

• Publication of advert
• Closing date and time
• Place of closure
• Validity period
• Cancellation and re-inviting of bids
• Protocol to ensure fairness and Transparency

Ethical Behaviour of Committee members

• Core Principles for an appropriate Tender Procurement System
• Compliance with Ethical Standards and code of conduct
• Avoiding abuse of the Tender System
• Awards to persons in the service of state
• Avoiding unauthorized, irregular and fruitless wasteful expenditure in the tender process

Using National Treasury Guidelines, the following are

defined and illustrated with practical examples to

assist in avoiding these accruing in future tenders.

• Un authorized Expenditure
• Irregular Expenditure
• Fruitless wasteful expenditure

Tender Committees

Establishment of bid committees

Roles and functions of each of the committees

• Bid Specification Committee (BSC)
• Bid Evaluation Committee (BEC)
• Bid Adjudication Committee (BAC)

(BSC)Bid Specification Committee

• Determine the Stipulated Criteria for the bid
• Compiling Specifications
• Compiling Terms of Reference
• Group Activity

Note:

Participants need to have a basic calculator or spread sheet in order to be able to complete the activities.

(BEC) Bid Evaluation Process

Administrative Process

• Appointment of the BEC
• Evaluation Panel in respect of professional Services
• Signing of declaration of interest
• Confidentiality and impartiality
• Adherence and to and signing of Code of Conduct
• Checking of National Treasury database for restricted suppliers
• Checking Register for Tender Defaulters

Bids are evaluated by the BEC in terms of Stipulated Criteria

• Compliance with specifications or terms of reference
• Capacity or capability of bidders
• Scrutinise bids for possible improper conduct by bidders
• Calculations of points according to prescribed legislation and regulations 80/20 or 90/10
• Case study based on Prices and BBBEE
• Individual Activity
• Case Study based on Functionality as a Criterion
• Local Production and Content Evaluation of bids regarding
• Discounts
• Sub-contracting
• Evaluation on bids scoring equal points

Reporting obligation of BEC to BAC

• Minutes of BEC
• Motivation for bids passed over
• Availability of funds
• Recommendations

(BAC) Bid Adjudication Process

• Composition
• Functions
• Minutes of meetings
• Process
• Use the report or submission of the BEC
• Adjudicate the bids
• Make final recommendation for awarding of contract

Award of Contract

Effective Contract Management

Perform contracts administration activities.

Administration of contracts by adhering to critical elements and in accordance with applicable legislative requirements.

• Price adjustments are calculated due to escalations.
• Administrative close-out or extension of a contract undertaken in accordance with prescribed policy.

Perform Records Management Activities.

Contract documentation is completed, signed and recorded.

• Formal service level agreements
• Letter of acceptance
• Content for contract circular and amendments are

maintained for audit purposes.

Price adjustments

• Change of contract conditions or content
• Contract closure.

Manage Relationships and Monitor

Performance On Contracts.

• Contracts are managed to ensure that specific requirements are met.
• Contract performance is assessed and monitored
• in accordance with performance indicators.
• Performance includes the ability and capacity to execute contact
• Evaluation of contract performance is conducted to determine the risk of non-performance.
• Breach of contract
• Poor performance
• Improper conduct
• Control measures are in place to ensure that contract disputes are managed, and remedial action can be taken.
• Variation
• Cancellation
• Termination
• Restriction of suppliers
• Quality of performance information is analysed

Learning approach

How you will learn

Our diverse instructional approaches ensure effective learning:

– Lectures & Presentations: Engage with expert-driven, stimulating content.– Course Material: Access well-crafted supporting resources.– Group Work: Collaborate on discussions and case studies for practical insights.– Workshops & Role-Play: Participate in immersive, scenario-based activities.– Practical Application: Focus on applying theoretical knowledge in real situations.– Post-Training Support: Receive extensive support after training for skill implementation.

Discuss your requirements

Dates, duration & arrangements

Contact Ratomac to confirm dates, duration, delivery format, entry requirements and any applicable assessment or certification before booking.