PFMA Supply Chain Management Bid Committees

 The PFMA Supply Chain Management Bid Committees short course provides you with the skills and tools needed to operationalise the legislative requirements – as stipulated in the Public Finance Management Act (PFMA), Preferential Procurement Policy Framework Act (PPFA) and Preferential Procurement Regulations – in order to help you successfully implement supply chain management systems in your municipality and/or organisation. In addition to various aspects of the concept of supply chain management, you will come to understand the delegations, roles and functions of various bid committees (including their meeting procedures), as well as the application of the preference point system and calculation of points.

After successfully completing the course, you will have a sound knowledge of:

• SCM concepts
• Role-players in SCM
• Code of conduct for SCM practitioners
• Delegations, roles and functions of various bid committees (specification, evaluation and adjudication)
• Bid meeting procedures, and
• Application of the preference points systems and the calculation of points.

This course is ideal for you if you are a senior manager and/or a member of a bid specification, evaluation and adjudication committee.

Course content and programme

• The elements of Supply Chain Management
• The role players in the Bid Committee System
• Regulatory framework applicable to the Bid Committee System
• General principles imbedded in municipal sector procurement
• Ethical Standards – Code of conduct
• Legislative background to Bid Committees
• Appointment of Bid Committee Members
• Composition and functions of the various Bid Committees
• The principle of Total Cost of Ownership
• Local content and production
• Drafting of a specification
• Drafting of a Terms of Reference)
• Approval of Specifications/TOR
• Bid or quotation documents to be prepared by SCM Acquisitioning Unit
• Administrative compatibility - evaluation
• Calculations of points for price and B-BBEE in accordance with the PPPFA Regulations, 2017
• Format of the Bid Evaluation Committee’s recommendation report
• Bid Adjudication Committee Meeting Procedures
• Publication of awards

Day 1

Relevant legislation and regulations (detailed discussions of the PPFA and Preferential Procurement Regulations of 2001)

• SBD/MBD forms and goals
• Calculations of points
• Practical exercises and/or case studies
• Ethical code of conduct

Day 2

• Types of consultant and differences between bids, RFQs and RFIs
• Compilation of the TQR
• Evaluation criteria, weights and values
• Price and functionality
• Formulae and calculation of points
• Compilation of evaluation panels
• Developing and compiling score sheets
• Calculation of points and conversion to preference point systems
• Practical exercises and/or case studies

Day 3

• Joint ventures/consortia: differences and similarities
• Calculation of points
• Administration process during Bid Adjudication Committee meetings (composition and appointment of members, duties of various office bearers/observers/consultants)
• Meeting procedures and conduct of members
• Practical exercises and/or case studies