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:

2 days

  • 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 Facilitator 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. 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)

Contact us for more Information or to Book Training