Home / Non-Accredited / Supply Chain, Procurement & Contracts / Governance & Efficiency in Tendering and Supply Chain Management (3 days)
Quick Look Course Summary:Governance & Efficiency in Tendering and Supply Chain Management (3 days)
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Length: 3 day(s)
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Price (at your venue): 1 Person R 14,997 EX VAT 3 Person R 11,205 EX VAT 10 Person R 8,120 EX VAT
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Certification Type:Non-Accredited
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Locations & Venues: Off-site or in-house. We train in all major city centres throughout South Africa.
Supply Chain Management – self-paced online, 6 months’ access: R950 per learner (ex VAT); teams of 10 or more pay less.
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Governance & Efficiency in Tendering and Supply Chain Management (3 days)
Your officials and committee members run tenders that are fair, well documented and defensible, and buy goods and services that deliver value.
Organisations issue tenders to get fair prices and treat suppliers equally, but a tender process is only as good as the people running it. A vague specification, a committee member with an undeclared interest or a poorly recorded evaluation can lead to irregular expenditure, audit findings, bidder complaints and contracts that never deliver. This public procurement training gives the people who specify, evaluate and approve tenders a clear, governed process from need to contract.
Day one sets the scene: the supply chain management process, how goods and information flow, inventory, and the legal and policy framework for public procurement – the Constitution, the PFMA, the MFMA, the PPPFA and the new Public Procurement Act – explained in general terms. Day two works through the tender cycle and its controls: procurement methods, bid committees, evaluation, ranking, disqualification, confidentiality and fraud prevention, then turning the award into a managed contract. Day three is about writing clear specifications, terms of reference and evaluation reports.
Delegates work on case tenders throughout and leave with checklists they can apply to their next bid. Legal content is general guidance, not legal advice; your own supply chain management policy always applies.
Why this course
For your organisation
- Tender processes that are fair, transparent and defensible at audit
- Fewer irregular-expenditure findings and bidder complaints
- Committee members who know their role and its limits
- Clearer specifications that attract better, comparable bids
- Contracts that are managed after award, not just signed
For your delegates
- A step-by-step view of the tender cycle from need to award
- Confidence serving on a bid specification, evaluation or adjudication committee
- Checklists for compliance, evaluation and disqualification
- Practical writing skills for specifications and evaluation reports
What delegates will be able to do
- Explain how supply chain management supports efficient, cost-effective delivery
- Describe the public procurement framework and its core principles in general terms
- Choose the right procurement method: quotation, expression of interest, request for proposal or open tender
- Write a clear, fair specification or terms of reference
- Explain the roles of the bid specification, evaluation and adjudication committees
- Evaluate bids for compliance, functionality, price and preference, and record the reasons
- Recognise conflicts of interest, collusion and fraud indicators in a tender process
- Communicate correctly with bidders before and after closing
- Turn an award into a contract with performance measures and an audit trail
Who should attend
Supply chain management and procurement officials; members of bid specification, evaluation and adjudication committees; project and programme managers whose work goes out to tender; finance and internal audit staff who review procurement; and managers in government departments, municipalities, state-owned entities and private companies that run formal tenders. Suppliers who want to understand how their bids are judged will also benefit.
Course outline
Day 1 – Supply chain management and the procurement framework
Why supply chain management matters
- Service delivery, performance and cost
- Key terms: procurement, upstream and downstream, forecasting, carrying cost
- Strategic, tactical and operational levels
- The bullwhip effect
Stages and flows of the supply chain
- Plan, source, make, deliver, return
- Product, information and financial flows
- Inventory levels, just-in-time and accurate records
- Tracking, dashboards and supplier alerts
- Spotting bottlenecks before they delay delivery
The public procurement framework in outline
- Why government tenders: fairness, equity, transparency, competition and cost-effectiveness
- The Constitution, the PFMA and the MFMA in general terms
- Preferential procurement and B-BBEE evidence in general terms
- The new Public Procurement Act: what is changing, in general terms
- General guidance, not legal advice: your own policy applies
The five pillars of procurement and supplier development
- Value for money
- Open and effective competition
- Ethics and fair dealing
- Accountability and reporting
- Equity, enterprise development and start-up suppliers
Day 2 – The tender cycle, bid committees and contracts
The tender cycle
- Needs assessment and the procurement plan
- Quotations, expressions of interest, requests for proposal and requests for tender
- Advertising tenders, briefing sessions, closing dates and times
- Who may bid: supplier registration, tax compliance status and restricted suppliers
- Bid opening and the bid register
Bid committees and evaluation
- The bid specification, evaluation and adjudication committees and who sits on them
- Compliance, functionality, price and preference evaluation
- Grounds for disqualification and ranking bidders
- Risk evaluation of the preferred bidder
- Writing an evaluation report that explains the decision
Integrity in the tender process
- Declarations of interest and confidentiality
- Do's and don'ts when communicating with bidders
- Red flags for collusion, fronting and fraud
- Post-closing clarifications and lawful negotiation, in general terms
- Bidder complaints, objections and oversight bodies such as the Public Protector
From award to managed contract
- Contract types and essential elements
- Legal and ethical contract management, as general guidance and not legal advice
- Negotiating and signing the contract
- Performance measures, monitoring and supplier relationships
- Amendments, audits and renewals
Day 3 – Writing clear specifications and procurement documents
Planning the document
- Purpose and audience: bidders, committees and auditors
- Needs analysis and a one-line goal statement
- Document types: specifications, terms of reference, bid invitations and evaluation reports
Structuring a specification or terms of reference
- A standard layout and the special sections
- Functional versus technical specifications
- Avoiding specifications that favour one supplier
- Evaluation criteria and weightings that match the need
Gathering the facts
- Market research and price benchmarking
- Using reliable sources and organising the information
- Checking assumptions with end users
Writing clearly and persuasively
- Plain language, sentence construction and active voice
- Paragraphs, transitions and conclusions
- Tables and illustrations that help evaluators
- The bidder's view: what makes a bid easy to evaluate
Reviewing and finalising
- Checking readability and clarity
- Proofreading, fact-checking and peer review
- Professional layout and the final document pack
- Personal action plan and close
How it is delivered
Three days, 08:30-16:00. In person at your offices anywhere in South Africa, at a BOTI venue, or live online. One delegate or a group of up to 20; in-house groups can use their own supply chain management policy and recent, anonymised tenders as case material. Workbook, case tenders and checklists are included. We deliver it at your offices in Johannesburg, Pretoria, Durban, Cape Town and anywhere else in South Africa, at a BOTI venue in Johannesburg, or live online for teams in different places.
What our clients say
“Throughout both interventions, BOTI demonstrated a high level of professionalism, subject matter expertise, and commitment to quality training delivery. Their ability to effectively manage virtual learning environments and engage participants contributed significantly to the success of the programmes.”
“All training programmes were delivered in a highly professional manner, with effective coordination and strict adherence to our scheduling requirements. The facilitators demonstrated a commendable level of expertise, and the quality of delivery consistently met our expectations.”
“All training sessions were well-coordinated, professionally delivered, and aligned with our scheduling requirements. We were particularly impressed by the high standard of facilitation and the depth of expertise demonstrated throughout the programmes.”
Frequently asked questions
Can you run this course at our offices?
Yes. Most groups are trained at the client's premises anywhere in South Africa; we can also host it at a BOTI venue or deliver it live online.
How many people can attend?
From one delegate to groups of about 20. Training a whole bid committee together works well. The price per delegate drops as the group grows – see the price table, or ask us for a quote.
Is it accredited?
No – it is a non-accredited short course and delegates receive a BOTI certificate of attendance.
Will it follow our supply chain management policy?
Yes, for in-house groups. Send us your policy, delegations and a recent tender beforehand and the facilitator builds the exercises around them. The legal framework is covered as general guidance, not legal advice.
Is this course for buyers or for bidders?
It is written for the organisation issuing the tender – officials and committee members. Businesses that want to bid should look at Tender to Secure Business for a New Venture or Tender for business or work in a selected new venture, which teach tendering from the bidder's side.
Can you run this course in Johannesburg, Cape Town or Durban?
Yes. We train on site at your offices in Johannesburg, Pretoria, Durban, Cape Town and across South Africa, at a BOTI venue in Johannesburg, or live online so a team spread over several offices can attend together.
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