Overview
The third edition of the PCES Manual has been extensively revised and incorporates the gate approval process from National Treasury’s Framework for Infrastructure Development and Procurement Management (FIDPM). The Manual includes an overview of the pro-forma RFP document, Part 2 of the Manual, which is intended to assist with the preparation of tender documentation by Clients and consulting engineers.
The updated PCES Manual will be unpacked in this course, and clients from both the public and private sectors will be taken through the various best practices in the procurement of consulting engineering services.
Why Should an Individual Attend?
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Hands-on training in the preparation of requests for proposals for consulting engineering services,
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The selection of the most appropriate standard forms of agreement,
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Key aspects relating to the selection of scoring of functionality criteria to ensure that the selected consultant will be able to complete the project successfully
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Experience with preparing an RFP document using the pro-forma document available from CESA
Outcomes
On completion of this course, the delegate will be able to:-
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Understand the real cost of infrastructure over its lifecycle and the importance of detailed forward planning to manage costs over the lifecycle,
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Understand the role of the consulting engineer in effective project delivery,
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Understand the gate approval system incorporated in the infrastructure development management system (IDMS) process
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Understand the legal environment and current procurement methods used in South Africa
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Prepare an RFP for the procurement of consulting engineering services following the FIDPM process
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Prepare the functionality criteria and the associated scoring system in an RFP so as to promote successful project delivery
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Undertake an effective risk assessment of the preferred bidder.
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Evaluate the consulting engineer’s performance through the project
Program Outline
Life-Cycle of Infrastructure
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An outline of the typical life cycle of infrastructure as background.
The Legal Environment
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A summary of the relevant legislation, regulations and National Treasury instructions and guidelines applicable to the procurement of consulting engineering services.
General Procurement Considerations
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Legislation and objectives of procuring consulting engineering services.
Policy Statement on Business Integrity
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An extract from the CESA Guideline on Business Integrity with which member firms are required to comply.
Infrastructure Delivery and Procurement
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A high-level description of the processes to be followed by a client when procuring consulting engineering services.
Procurement Gates 1 and 2 –
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The requirements for procurement gates 1(Initiate Procurement Process) and 2 (Develop Procurement Strategy) are discussed together with the sub-processes making up the minimum requirements for each procurement gate.
Procurement Gate 3: Prepare Procurement Documents
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Provides guidance on the structure and contents of the tender data, functionality requirements and contract data making up a request for proposal document.
Solicit Tenders, Evaluate and Award
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This covers Procurement Gates 5, 6 and 7 of the FIDPM process with guidelines on the evaluation and the risk analysis aspects leading to award.
Procurement Gate 8
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Covers the performance monitoring of a professional services contract.
Part 2 of the Guideline
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Contains a pro forma/template Request for Proposals (RFP) document which can be used by clients for the procurement of consulting engineering services.
Who Should Attend?
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Supply chain managers, project managers and technical staff from government entities involved in the procurement of consulting engineering services
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Members of documentation, bid evaluation and/or tender committees in client bodies
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Consulting engineers wanting to gain an understanding of the procurement process from the client’s perspective
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