Procurement and Supplies Professionals and Technicians Board (Psptb)

PROCUREMENT AND SUPPLIES PROFESSIONALS AND TECHNICIANS BOARD (PSPTB)

PROFESSIONAL DEVELOPMENT AND CERTIFICATION TRAINING PROGRAM JANUARY 2019-DECEMBER 2020

www.psptb.go.tz OUR SPONSORS

Strength Beyond Boarders

Together we build the future

TECHNOTRADE INVESTMENT LTD. We light up your Life

ROOTS GENERAL AGENCY CO.LTD

i Prepaired by: Procurement and supplies Professionals and Technicians Board (PSPTB), Nyerere Road, GPSA Premises P.O.Box 5993, Dar es SALAAM. Tel:+255-22-2865860 Mob:+255(0) 755731514 Fax: +255-22-2862138 E-mail:[email protected] / [email protected]

2 ii TABLE OF CONTENTS

Introduction ...... 1

Vision …………………………………………………………………………………………………………………………………………………….1

Mission ...... 1

Core Values ...... 1

Our Philosophy ...... 2

Objective of the training program ...... 3

Target group ...... 3

TRAINEDTRAINED IINSTITUTIONSNSTITUTIONS T HTHROUGHROUG TAI LTAILORMADEORMADETRAIN TRAININGING……………...... 4…………..…………………….4

TRAINING PROGRAM ...... 5

TRAINING PROGRAM OUTCOME AND CONTENTS ...... 15

OUR RESOURCE PERSONNEL ...... 29

WORKSHOP TERMS AND CONDITIONS ...... 33

EVENT IN PICTURES ...... 35

iii 1.0 INTRODUCTION Procurement and Supplies Professional and Technician Board (PSPTB) is a regulatory body established by PSPTB Act, CAP 179 of the laws of Tanzania to oversee and regulate among other things the practice and conduct of Procurement and Supplies Professionals and Technicians and ensure all registered professionals maintain professional knowledge and skill at the required level to ensure that client or employer receives competent professional services based on current development practice, legislation and techniques.

2.0 VISION1.0 Vision The center of excellence in Procurement and Supply Chain Management in Eastern and Southern Africa Region.

2.0 Mission 3.0 MISION To develop, promote and regulate the procurement and supply profession efficiently and effectively.

4.0 3CORE.0 C oVALUESre Values In the implementation of its functions and responsibilities, the PSPTB is committed and upholds to the delivery of services to its clients, members and stakeholders in conformity with the following core values:

IntegrityIntegrity The Board will act in honest, ethical, and professional manner in all endeavors’, and fully disclose all pertinent information, uphold the laws and their regulations demonstrate accountability, treat everyone with fairness and respect.

1 ProfessionalProfessionalism The Board will strive to act in all dealings in a professional, proactive manner embodying ethical, consistent, frank and fair decision making, based on the facts. It will provide services through a highly skilled and competent workforce.

ImpartialityImpartiality The Board will treat people equally.

AccountabiltyAccountability The Board will be responsible, ethical, and diligent in decision making, transactions, dealings and performance of Strategic Plan.

Our Philosophy 5.0 OUR PHILOSOPHY PSPTB is successful because of the way we approach client challenges and deliver solutions. Our approach to both Professional Development and certification training program incorporates both technical and soft skills development through advanced instructional methods, adult learning practice, effective information transfer, a positive learning environment, so that participants can handle real life and improve performance in the workplace.

We strongly believe learning is better retained when it is put into use, thus our training is not only based theory but also incorporates methods that involve people and bring knowledge into practice through both the classroom and practical training.

PSPTB trusts that value for the money spent in training is demonstrated in the real working environment. We will always employ our important tools of engaging seasoned, tested and experienced trainers coupled with our flexibility and dialogue with our clients will ensure that our training is as close and relevant to your working environment as practicable. We will facilitate programs that focus on proven models, simulation, case studies, role-plays, assessment and engaging.

2 facilitate programs that focus on proven models, simulation, case studies, role-plays, assessment and engaging discussion to create an ideal environment for growth and change. PSPTB is committed in respecting our clients’ training investment by providing the training that meets their needs through aligning expectations, defining exact needs and targeting training to meet those needs.

6.01.0 OBJECTIVEObjective of t hOFe tr aTHEining TRAININGprogram PROGRAM This training program has been developed as an intervention strategy to technical, leadership and soft skills gaps to our professionals who are currently assuming executive position in both public and private organizations. This program also caters for nonprofessionals who are related in one way or another with procurement process with an organization.

The dynamic explosion of technology, the shifting demands of consumers, geopolitical uncertainties, and the new structures of markets combine to convert the world of procurement and supply from reactive (operational) into one of the complex, volatile and strategic profession to meet the needs of empowered customers.

This is creating an environment wherein the profile of procurement and supply chain professionals is rising as boards and CEOs realize that supply chain is a core strategic area to meet modern day operational, tactical and strategic challenges.

2.0 Target group 7.0 TARGET GROUP Our courses are open to Ministries, Departments, Agencies of Governments, Private sectors and others who are interested. In case you have tailor made training requirements, or have a group of people interested in a particular theme, or require a course on a topic not currently offered please contact Procurement and Supplies Professional and Technicians Board to cure the challenges.

3 3 TRAINED INSTITUTIONS THROUGH TAILORMADE TRAINING

PRESIDENTS OFFICE

4 PROFESSIONAL DEVELOPMENT AND CERTIFICATION TRAINING PROGRAMS JAN 2019-DEC 2020

5 THEME/ TOPIC TARGET PARTICIPANTS LOCATION DATES COURSE S/N FEES

1 Procurement of Goods: Key Members of the Tender Board, Procurement MOSHI 7th – 11th 800,000 steps, challenges and Managers, Supplies Managers, Project Managers, January, 2019

mitigation. Planning Officers, Procurement officers, Supplies officers, Auditors, Suppliers, and any interested parties.

2 Procurement of Non- Members of the Tender Board, Procurement DODOMA 28th – 31st 600,000 Consultancy services: Key steps, Managers, Supplies Managers, Project Managers, January, 2019 challenges and mitigation. Planning Officers, Procurement officers, Supplies officers, Auditors, Service Providers, and any interested parties.

3 Procurement of Works: Key Members of the Tender Board, Procurement ARUSHA 4th – 8th 800,000 steps, challenges and Managers, Supplies Managers, Project Managers, February, 2019 mitigation. Planning Officers, Procurement officers, Supplies officers, Auditors, Engineers, Contractors, and any interested parties.

4 Key steps, challenges and Members of the Tender Board, Procurement IRINGA 25th – 28th 600,000 mitigation for Selection and Managers, Supplies Managers, Project Managers, February, 2019 Employment of Consultants. Planning Officers, Procurement officers, Supplies officers, Auditors, Engineers, Consultants, and any interested parties.

5 Good governance and Ethics in Members of the Tender Board, Procurement KIGOMA 4th – 8th March, 800,000 Procurement and supply Managers, Supplies Managers, Project Managers, 2019 management. Planning Officers, Procurement officers, Supplies officers, Aud itors, Engineers, ICT Expert, and any interested parties.

6 THEME/ TOPIC TARGET PARTICIPANTS LOCATION DATES COURSE S/N FEES

1 Procurement of Goods: Key Members of the Tender Board, Procurement MOSHI 7th – 11th 800,000 steps, challenges and Managers, Supplies Managers, Project Managers, January, 2019

mitigation. Planning Officers, Procurement officers, Supplies officers, Auditors, Suppliers, and any interested parties.

S/N THEME/ TOPIC TARGET PARTICIPANTS LOCATION DATES COURSE FEES

6 Effective negotiation in Negotiators, Members of the Tender Board, Heads PWANI 25th – 29th 800,000 Procurement: Critical skills, of department, Contract Managers, Contract March, 2019 techniques and tactics. officers, Procurement Managers, Project managers, Supplies Managers, Planning Officers, Procurement officers, Supplies officers, Auditors, Consultants, Engineers, and any interested parties.

7 Emotional Intelligence – 21st Board of Directors, Accounting officers, Heads of DAR ES 1st – 3rd April, 1,200,000 Century Procurement and departments and Managers. SALAAM 2019 Supplies Professionals Leadership program

8 Strategic Inventory control and Warehouse manager, Supply chain analyst, MWANZA 23nd – 26th April, 600,000 warehouse management in Supplies Managers, Stores manager, Supplies 2019 modern world. officers, Stock verifier, Auditors, and any interested parties.

9 Procurement Contract Members of the Tender Board, Heads of DODOMA 6th – 10th May, 800,000 management for goods and department, Contract Managers, Contract officers, 2019 non-consultancy services: Procurement Managers, Supplies Managers, Challenges and Interventions. Project Managers, Planning Officers, Procurement officers, Supplies officers, Auditors, Suppliers, and any interested parties.

1 Challenges and Interventions in Members of the Tender Board, Heads of MOROGOR 27th – 31st May, 800,000 0 Procurement Contract department, Contract Managers, Contract officers, O 2019 management for Works Procurement Managers, Supplies Managers, Project Managers, Planning Officers, Procurement officers, Supplies officers, Auditors, Suppliers, and any interested parties.

S/N THEME/ TOPIC TARGET PARTICIPANTS LOCATION DATES COURSE FEES

11 Effective negotiation in Negotiators, Members of the Tender Board, Heads TABORA 3rd – 7th June, 800,000 Procurement: Critical skills, of department, Contract Managers, Contract 2019 techniques and tactics. officers, Procurement Managers, Project managers, Supplies Managers, Planning Officers, Procurement officers, Supplies officers, Auditors, Consultants, Engineers, and any interested parties.

12 Procurement auditing and Members of the Tender Board, Heads of MOSHI 24th – 28th June, 800,000 investigation Techniques: roles department, Contract Managers, Contract officers, 2019 and responsibilities. Procurement Managers, Project managers, Supplies Managers, Planning Officers, Procurement officers, Supplies officers, Auditors, Consultants, Engineers, and any interested parties

13 Procurement procedures in Procurement Managers, Supplies Managers, MWANZA 8th – 12th July, 800,000 contracting Government Procurement officers, Supplies officers, Assistant 2019 entities. officers, Auditors, and any interested parties.

14 Effective negotiation in Negotiators, Members of the Tender Board, Heads MORO 29th July – 2nd 800,000 Procurement: Critical skills, of department, Contract Managers, Contract GORO August, 2019 techniques and tactics. officers, Procurement Managers, Project managers, Supplies Managers, Planning Officers, Procurement officers, Supplies officers, Auditors, Consultants, Engineers, and any interested parties.

15 Executive leadership Board of Directors, Accounting officers, Heads of ARUSHA 13th – 15th 1,200,000 development – analysis to action departments and Managers. August, 2019 in Procurement process.

S/N THEME/ TOPIC TARGET PARTICIPANTS LOCATION DATES COURSE FEES

8 9

S/N THEME/ TOPIC TARGET PARTICIPANTS LOCATION DATES COURSE FEES

16 Common use items under GPSA Procurement Managers, Supplies Managers, DODOMA 19th – 23rd 800,000 framework agreement and Project Managers, Planning Officers, Procurement August, 2019 TEMESA: Challenges and officers, Supplies officers, Assistant officers, interventions. Auditors, and any interested parties.

17 Project Procurement Procurement Managers, Supplies Managers, DAR ES 9th – 13th 800,000 Management. Project Managers, Planning Officers, Procurement SALAAM September, officers, Supplies officers, Assistant officers, 2019 Auditors, Engineers, and any interested parties.

18 Change Management in supply Members of the Tender Board, Procurement MOSHI 30th September 800,000 chain perspective. Managers, Supplies Managers, Project Managers, – 4th October, Planning Officers, Procurement officers, 2019 Accountants, Supplies officers, Auditors, Engineers, and any interested parties. 19 Construction Management for Members of the Tender Board, Heads of TANGA 15th – 18th 800,000 non-engineers – Procurement department, Procurement Managers, Supplies October, 2019 perspective. Managers, Project Managers, Planning Officers, Procurement officers, Supplies officers, Auditors, Engineers, and any interested parties.

Risk Based Procurement audit Members of the Tender Board, Procurement MBEYA 21st - 25th 800,000 20 and effective responses to audit Managers, Supplies Managers, Project Managers, October, 2019 queries. Planning Officers, Procurement officers, Supplies officers, Auditors, Accountants, Financial officers, and any interested parties.

S/N THEME/ TOPIC TARGET PARTICIPANTS LOCATION DATES COURSE FEES

21 E-Procurement for practitioners. Members of the Tender Board, Procurement ARUSHA 11th - 15th 800,000 Managers, Supplies Managers, Project Managers, November, Planning Officers, Procurement officers, Supplies 2019 officers, Auditors, ICT expert, and any interested parties.

Procurement and Supply, Members of the Tender Board, Procurement MTWARA 25th – 29th 800,000 22 Installation and Commissioning Managers, Supplies Managers, Project Managers, November, of Equipment and Plants. Planning Officers, Procurement officers, Supplies 2019 officers, Auditors, and any interested parties.

Procurement Fraud schemes - Members of the Tender Board, Procurement MWANZA 16th – 20th 800,000 23 Investigation and preventive Managers, Supplies Managers, Project Managers, December, measures. Planning Officers, Procurement officers, Supplies 2019 officers, Auditors, Investigators, Accountants, Financial officers and any interested parties.

Procurement of Goods: Key Members of the Tender Board, Procurement TABORA 6th – 10th 800,000 24 steps, challenges and Managers, Supplies Managers, Project Managers, January 2020 mitigation. Planning Officers, Procurement officers, Supplies officers, Auditors, Suppliers, and any interested parties.

Procurement of Non- Members of the Tender Board, Procurement IRINGA 27th - 31st 800,000 25 Consultancy services: Key steps, Managers, Supplies Managers, Project Managers, January, 2020 challenges and mitigation. Planning Officers, Procurement officers, Supplies officers, Auditors, Service Providers, and any interested parties.

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S/N THEME/ TOPIC TARGET PARTICIPANTS LOCATION DATES COURSE FEES

Modern Leadership skills in Board of Directors, Accounting officers, Heads of ZANZIBAR 11th – 13th 1,200,000 26 Procurement Supply Chain departments and Managers. February, 2020 Management.

Procurement of Works: Key Members of the Tender Board, Procurement 17th to 21st 800,000 27 steps, challenges and Managers, Supplies Managers, Project Managers, MOR O February, 2020 mitigation. Planning Officers, Procurement officers, Supplies GORO officers, Auditors, Engineers, Contractors, and any interested parties.

Key steps, challenges and Members of the Tender Board, Procurement KIBAHA 9th – 13th March, 800,000 28 mitigation for Selection and Managers, Supplies Managers, Project Managers, 2020 Employment of Consultants. Planning Officers, Procurement officers, Supplies officers, Auditors, Engineers, Consultants, and any interested parties.

Procurement and Supply, Members of the Tender Board, Procurement DODOMA 30th March - 3rd 800,000 29 Installation and Commissioning Managers, Supplies Managers, Project Managers, April, 2020 of ICT system. Planning Officers, Procurement officers, Supplies officers, Auditors, Engineers, ICT Expert, and any interested parties.

Strategic Inventory control and Warehouse manager, Supply chain analyst, MOSHI 20th – 24th April, 800,000 30 warehouse management in Supplies Managers, Stores manager, Supplies 2020 modern world. officers, Stock verifier, Auditors, and any interested parties.

S/N THEME/ TOPIC TARGET PARTICIPANTS LOCATION DATES COURSE FEES

31 Procurement of Pharmaceutical Pharmacist, Lab technicians, user department, MBEYA 11th – 15th May, 800,000 and Medical Supplies. Members of the Tender Board, Procurement 2020 Managers, Supplies Managers, Project Managers, Planning Officers, Procurement officers, Supplies officers, Auditors, Medical Officers, and any interested parties.

th nd Strategic Procurement Planning Procurement Managers, Supplies Managers, MORO 18 – 22 May, 800,000 32 for donor/own source funding - Project Managers, Planning Officers, Procurement GORO 2020 path to achieving organizational officers, Supplies officers, Assistant officers, objectives. Auditors, and any interested parties.

Good governance and Ethics in Members of the Tender Board, Procurement DAR ES 25th – 29th May, 800,000 33 Procurement and supply Managers, Supplies Managers, Project Managers, SALAAM 2020 management. Planning Officers, Procurement officers, Supplies officers, Auditors, Engineers, ICT Expert, and any interested parties. Procurement Contract Members of the Tender Board, Heads of TANGA 15th – 19th June, 800,000 34 management for goods and department, Contract Managers, Contract officers, 2020 non-consultancy services: Procurement Managers, Supplies Managers, Challenges and Interventions. Project Managers, Planning Officers, Procurement officers, Supplies officers, Auditors, Suppliers, and any interested parties.

Procurement Contract Members of the Tender Board, Heads of ARUSHA 29th June – 3rd 800,000 35 management for Consultancy department, Contract Managers, Contract officers, July 2020 services: Challenges and Procurement Managers, Supplies Managers, Interventions. Project Managers, Planning Officers, Procurement officers, Supplies officers, Auditors, Consultants, and any interested parties.

S/N THEME/ TOPIC TARGET PARTICIPANTS LOCATION DATES COURSE FEES

Procurement using Design and Engineers, Members of the Tender Board, Heads of MWANZA 13th – 17th July 800,000 36 Build Approach. department, Contract Managers, Procurement 2020 Managers, Project managers, Supply chain managers, Planning Officers, Procurement officers, Supplies officers, Auditors, and any interested parties.

Procurement Contract Members of the Tender Board, Heads of BAGAMOYO 27th - 31st July, 800,000 37 management for Works: department, Contract Managers, Contract officers, 2020 Challenges and Interventions. Procurement Managers, Supplies Managers, Project Managers, Planning Officers, Procurement officers, Supplies officers, Auditors, Consultants, Engineers, Contractors, and any interested parties.

Procurement under Donor Members o f the Tender Board, Heads of MOROGORO 17th – 21st 800,000 38 Funded Projects for Goods and department, Contract Managers, Contract officers, August, 2020 equipment. Procurement Managers, Project managers, Supplies Managers, Planning Officers, Procurement officers, Supplies officers, Auditors, Consultants, and any interested parties.

Procurement under Donor Members of the Tender Board, Heads of ARUSHA 7th – 11th 800,000 39 Funded Projects for Works. department, Contract Managers, Contract officers, September. Procuremen t Managers, Project managers, 2020 Supplies Managers, Planning Officers, Procurement officers, Supplies officers, Auditors, Consultants, Engineers, and any interested parties.

Procurement under Donor Members of the Tender Board, Heads of IRINGA 28th September 800,000 40 Funded Projects for Consultancy department, Contract Managers, Contract officers, – 2nd October Services. Procurement Managers, Project managers, 2020 Supplies Managers, Planning Officers, Procurement officers, Supplies officers, Auditors, Consultants, Engineers, and any interested parties.

S/N THEME/ TOPIC TARGET PARTICIPANTS LOCATION DATES COURSE FEES

41 Risk management in Strategic Risk Managers, Risk analyst, Supply Chain Analyst, MOSHI 18th – 23rd 800,000 Supply Chain. Members of the Tender Board, Heads of October, 2020 department, Contract Managers, Procurement Managers, Project managers, Supplies Managers, Planning Officers, Procurement officers, Supplies officers, Auditors, and any interested parties.

Strategic Inventory control and Warehouse manager, Supply chain analyst, TABORA 9th – 13th 800,000 42 warehouse management in Supplies Managers, Stores manager, Supplies November, modern world. officers, Stock verifier, Auditors, and any interested 2020 parties.

Modern Leadership skills in Board of Directors, Accounting officers, Heads of MWANZA 25th – 27th 1,200,000 43 Procurement Supply Chain departments and Managers. November, Management. 2020

E-Procurement for practitioners. Members of the Tender Board, Procurement TANGA 14th - 18th 800,000 44 Managers, Supplies Managers, Project Managers, December, Planning Officers, Procurement officers, Supplies 2020 officers, Auditors, ICT expert, and any interested parties.

14 TRAINING PROGRAM OUTCOME AND CONTENTS

15 S/N THEME LEARNING OUTCOME CONTENTS 1 Procurement procedures in x Understand the procurement x Overview of the procurement process contracting Government process of one PE contracting x Legal framework governing procurement using entities. another PE to provide goods, government entities works or services x Solicitation process x Provide mitigation measures x Force Account as a procurement method to challenges associated with x Approvals mechanism contracting between x Negotiation and Award of contract Procuring Entities. x Challenges and Mitigation measures x Understand the use of Force x Contemporary issues account method in x Case studies procurement process. 2 Strategic Procurement Planning x Align the strategic x Overview of strategic planning for donor/own source funding - organizational objectives with x Strategic procurement planning path to achieving organizational implementation of x Categorization of procurement objectives. procurement activities x Demand, supply, market analysis and Risk x Understand the role of assessment Procurement and Supply in x Procurement Packaging achieving Corporate x Choice of appropriate procurement method objectives. x Procurement plan Scheduling x Understand the process of x Approvals (BAA/NOL) preparing sound Strategic x Monitoring and review of the Procurement Plan Procurement Plan. x Contemporary issues x Develop skills in strategic x Cases studies sourcing x Soft skills in Emotional Intelligence

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S/N THEME LEARNING OUTCOME CONTENTS 3 Common use items under GPSA x Understand the appropriate x Overview of procurement process of common framework agreement and procedures of applying use items. TEMESA: Challenges and framework Agreement issued x Procuring from GPSA and TEMESA interventions by GPSA and TEMESA. x Framework Agreement x Understand the appropriate x Challenges in using Mini competition process of planning for CUIS x Challenges in Maintenance of equipment and procurements. plants through TEMESA x Address the challenges x Mitigation measures associated with using mini x Contemporary issues competitive quotation. x Case studies x Address the challenges associated with using GPSA and TEMESA framework Agreement. 4 Project Procurement x Understand the project x The Project Concept Management procurement management x The Project Cycle terms and concepts used x Overview of Project Procurement Management globally (PPM) x Develop and enhance skills in x Developing Project Procurement Plan project procurement x Execution of the Project procurement management for practitioners x Monitor and Control project procurement and aspiring professionals management x Enhance effective, efficient x Project Procurement Management and Mitigation and optimal total procurement Strategies costs. x Contemporary issues x Ensure project timelines x Case studies related to procurement and deliverables are met as planned.

S/N THEME LEARNING OUTCOME CONTENTS 5 Change Management in supply x Understand the need for x Introduction on Change Management chain perspective. organizational change to x Change as a continual process enhance services x The Supply Chain concept delivery/profitability x Change Management in Supply Chain x Appreciate the impact of x Steps for effective Change management process organizational change in the x Innovation as part of Change Management supply chain x Change management – Leadership concept x Develop skills for effectively x Contemporary issues communicating change, team x Cases studies building, and motivating players in the supply chain x Getting buy-in; dealing with resistance and be an 'agent for change'. 6 Risk Based Procurement audit x Able to Conduct risk-based x Overview of Auditing, types and sources of audit and effective responses to audit procurement audit engagements queries. professionally x Overview of Procurement process x Ready to be audited anytime x Traditional vs risk-based procurement auditing with confidence x Risk based procurement audit plan (preparation x Able to minimize unnecessary and implementation) internal and external audit x Risk based procurement auditing process and queries by providing effective, working papers acceptable and x PE’s preparation for risk-based procurement implementable responses. audit and exit meetings x PE’s Preparation of effective and implementable responses to audit findings x Value for Money Auditing x Forensic auditing x PPRA compliance and value for money indicators x Auditors code of ethics x Contemporary issues x Case Studies

18 19 S/N THEME LEARNING OUTCOME CONTENTS 7 E-Procurement for practitioners x Understand application of e- x Overview of e-Procurement Procurement in procurement x Traditional Procurement Procedures

activities. x e-Procurement Development x Understand the requirements x e-Procurement Models needed to develop an e- x e-Procurement Management procurement system. x Organizational Improvement through x Understand how to implement eProcurement an e-procurement system. x Contemporary issues x Understand how to manage an x Case studies e-procurement system. 8 Procurement and Supply, x Prepare adequate Tender x Overview of procurement process. Installation and Commissioning documents for procurement of x Introduction to Procurement of Plants and of Equipment and Plants. equipment and plants. equipment x Understand the procurement x Preparation of Technical Specifications process for acquiring x Preparation of tender document equipment and plants x Tender Opening and Evaluation process x Procure equipment and plants x Negotiation and Award of contract that serve the intended x Administrative review purposes x Risk management in procurement of Equipment x Understand the evaluation and Plants process for Supply, Installation x Contract Management procedures and Commissioning of x Contemporary issues Equipment and Plants. x Case studies 9 Procurement Fraud schemes - x Understand how, where and x Overview of fraud, procurement fraud and fraud Investigation and preventive when procurement fraud triangle measures. occurs x Overview of Procurement process x Detect, investigate, and x Sources of Procurement fraud allegations prepare a professional and x Procurement fraud schemes (red flags, detection admissible procurement fraud and prevention) investigation report. x Procurement fraud investigation techniques and x Conduct professional report writing investigative interviews x Interviewing techniques and effective responses x Effectively respond to x Effective witnessing in procurement fraud cases investigative interview x Contemporary issues questions. x Case studies x Prepare effective evidence by x Investigators code of ethics witnesses in procurement fraud scheme cases.

S/N THEME LEARNING OUTCOME CONTENTS 10 Procurement of Goods: Key x Understand the general x Overview of procurement process. steps, challenges and mitigation process in procurement of x Introduction to Procurement of Goods. goods x Preparation of technical specifications.

x Understand the process of x Preparation of tender document preparing sound technical x Tender Opening and Evaluation process specifications and tender x Negotiation and Award of contract documents. x Administrative review x Understand the Evaluation x Risk management in procurement of goods process, conducting due x Contemporary issues diligence and preparation of x Case studies acceptable evaluation report x Understand procedures for handling complaints from aggrieved Suppliers. x Address challenges and mitigation measures in the procurement of Goods 11 Procurement of Non- x Understand the general x Overview of procurement process. Consultancy services: Key steps, process in procurement of x Introduction to Procurement of Non-Consultancy challenges and mitigation Non-Consultancy services services. x Understand the process of x Preparation of Statement of requirement. preparing sound Statement of x Preparation of tender document requirement and Activity x Tender Opening and Evaluation process schedules. x Negotiation and Award of contract x Understand the Evaluation x Administrative review process, conducting due x Risk management in procurement of Non- diligence and preparation of consultancy services acceptable evaluation report x Contemporary issues x Understand procedures for x Case studies handling complaints from aggrieved Service Providers. x Address challenges and mitigations measures in the procurement of Non- Consultancy services

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S/N THEME LEARNING OUTCOME CONTENTS 12 Procurement of Works: Key x Understand the general x Overview of procurement process. steps, challenges and mitigation. process in procurement of x Introduction to procurement of works. Works x Preparation and interpretation of Technical x Understand the process of Specifications, BOQ and working drawings. preparing and interpret x Preparation of tender document Technical specifications, BOQ x Tender Opening and Evaluation process and working drawings and x Negotiation and Award of contract preparation of tender x Administrative review document. x Risk management in procurement of works x Understand the Evaluation x Contemporary issues process, conducting due x Case studies diligence and preparation of acceptable evaluation report x Understand procedures for handling complaints from aggrieved Contractors. x Address challenges and mitigations measures in the procurement of Works. 13 Key steps, challenges and x Understand the general x Overview of Procurement process. mitigation for Selection and process for procurement of x Selection and employment of consultant’s Employment of Consultants Consultancy services procedures and methods x Understand the process of x Cost estimates preparing Terms of Reference, x Preparation of TOR Expression of interest and x Preparation of Expression of Interest (EOI) Proposals. x Evaluation and short listing of firms x Understand the Evaluation x Preparation of Request for Proposals for process, conducting due Simple/complex time-based, and lump sum diligence and preparation of contracts acceptable evaluation reports x Evaluation of technical and Financial proposals x Understand procedures for x Negotiation and Award of contract handling complaints from x Administrative review aggrieved Consultants. x Contemporary issues x Address challenges and x Case studies mitigations measures in the procurement of Consultancy Services.

S/N THEME LEARNING OUTCOME CONTENTS 14 Procurement and Supply, x Understand the general x Overview of procurement process. Installation and Commissioning process for procurement of x Introduction to Procurement of ICT systems of ICT system. ICT systems x Preparation of Terms of Reference, schedule of x Understand the process of requirements and Technical Specifications preparation of TOR, Technical x Preparation of tender document specifications, Schedule of x Tender Opening and Evaluation process requirement and preparation x Negotiation and Award of contract of tender document. x Administrative review x Understand the Evaluation x Risk management in procurement of ICT system process, conducting due x Contract Management procedures diligence and preparation of x Contemporary issues acceptable evaluation reports. x Case studies x Procure ICT systems that serve the intended purpose. x Address challenges and mitigations measures in the procurement of ICT systems. 15 Modern Leadership skills in x Discover personal leadership x Overview of Leadership Procurement Supply Chain styles and values to identify x Situational Leadership Management. opportunities for flexible x Variables in the leadership process leadership x Ethical Leadership x Analyze practices to build x Team Building emotionally intelligent teams x Motivating your Team and apply strategies for x Coaching your Team engaging and motivating x Delegation and empowerment others to maximize team x Time management and personal effectiveness performance, creativity and x Personal communication skills innovation. x Contemporary issues x Demonstrate coaching x Case studies techniques to empower others and examine methods for supporting teams during challenging situations x Examine the role of manager in delegation process, time management and personal

22 communication.

23 S/N THEME LEARNING OUTCOME CONTENTS 16 Strategic Inventory control and x Understand the fundamentals x Overview of the Inventory management warehouse management in of inventory management x Importance of Inventory and its value in the modern world. control and its contribution to supply chain profitability/service delivery x Inventory analysis techniques e.g. JIT, ABC, VMI, efficiency. and Kanban x Understand how to forecast x Receiving and Put-away process more accurately and set up x Inspection process the inventory replenishment x Recording and record management cycle, including setting safety x Storage and movement of the Inventory through stock levels, reorder points, the supply chain economic order quantities x Storage facilities and handling Material (EOQ) and lead time. equipment x Understand how to measure x Stock level management inventory management x Warehousing technology e.g RFID, WMS performance using metrics x Inventory management risks such as inventory turnover, fill x Stocktaking and verification rate, and various financial x Contemporary issues ratios. x Case studies x Understand how to conduct inventory analysis, including applying ABC Analysis/Stratification and reduce inventory x Understand the inventory risks and mitigation measures 17 Procurement of Pharmaceutical x Procure the x Overview of procurement process. and Medical Supplies right pharmaceuticals and x Planning process for procurement of medical supplies in the most Pharmaceuticals and medical supplies efficient & cost-effective x Factors influencing Pharmaceutical prices and manner total cost x Ensure that the organization x Factors influencing procurement of avoids out of stock & Pharmaceutical and medical supplies shortages of the supplies x Organization and management of the through efficient and effective procurement functions for pharmaceutical and sourcing and delivery. medical supplies x Ensure supplier reliability for x Good Pharmaceutical procurement practices improving service delivery and x Preparation of technical specifications. quality. x Preparation of tender document x Understand risks and x Tender Opening and Evaluation process mitigation strategies in x Negotiation and Award of contract Procurement of x Administrative review x Ensure supplier reliability for x Good Pharmaceutical procurement practices improving service delivery and x Preparation of technical specifications. S/N THEME quaLEARNINGlity. OUTCOME x PreparatCONTENTSion of tender document x Understand risks and x Tender Opening and Evaluation process mitigation strategies in x Negotiation and Award of contract Procurement of x Administrative review Pharmaceutical and Medical x Risk management in procurement of supplies. Pharmaceuticals and medical supplies x Contemporary issues x Case studies 18 Good governance and Ethics in x Develop ethical culture in the x Overview of Good governance Procurement and supply procurement and supply x Governance framework management. management. x Good Governance in Procurement and Supply x Balance between effective Management performance, value creation x Governance Institutional Setup and conformance x Performance, evaluation and managing the x Effectively control appraisal process. organization resources x Risk management and internal controls x Understand associated risks x Sustainability reporting and mitigation strategies x Professional ethical requirement x Contemporary issues x Case studies 19 Construction Management for x Understand the basic x Construction management definition non-engineers – Procurement construction management x Understanding engineering (civil) projects perspective process x The building team and their roles under x Understand the contents of traditional contracting method the information required for x The process: conception, feasibility study, site initiating an engineering investigation, design, procurement, construction project. and maintenance x Appraise the initial approvals x Tender documents, preparation of tender required in the information documents, and evaluation of tenders provided. x Contract formation (including negotiation), x Participate in preparation of drafting, contract documents and contract tender document and conduct conditions acceptable Evaluation report x Obligations of the parties and duties of the x Understand the negotiation engineer process, contract drafting, x Construction stage: commencement, quality contract management and control, time control, cost control, finishing, documentation. general provisions (definitions, contract x Understand procedures during documents, risk management, settlement of kickoff meeting disputes) 24

25 S/N THEME LEARNING OUTCOME CONTENTS 20 Procurement Contract x Understand and appreciate x Overview of Procurement Contract Management. management for goods and the Procurement Contract x Development of contract document non-consultancy services: Management process. x Procurement Contract risk management Challenges and Interventions. x Understand the Rights and x Challenges and mitigation measures in Obligations of parties in the Procurement Contract Management Contract. x Contract formation. x Appraise process of managing x Contract Administrations disputes and variations. x Contract closure x Understand risks and x Procurement Contract dispute resolution mitigation strategies in x Contemporary issues Procurement Contract x Case studies Management. 21 Procurement Contract x Understand and appreciate x Overview of Procurement Contract Management. management for Consultancy the Procurement Contract x Development of contract document for services: Challenges and Management process Consultancy services Interventions. x Understand the Rights and x Risk management in Procurement contract for Obligations of parties in the consultancy services Contract. x Challenges and mitigation measures in x Appraise process of managing Procurement Contract Management disputes and variations. x Contract formation. x Understand risks and x Contract Administrations mitigation strategies in x Contract closure Procurement Contract x Procurement Contract dispute resolution Management. x Contemporary issues x Case studies 22 Procurement Contract x Understand and appreciate x Overview of Procurement Contract management for Works: the Procurement Contract Management. Challenges and Interventions Management process x Development of works contract document x Understand the Rights and x Risk management in works contract Obligations of parties in the x Challenges and mitigation measures in Contract. Procurement Contract Management x Appraise process of x Contract formation. managing Claims, disputes x Site possession and variations. x Contract Administrations x Understand risks and x Contract closure mitigation strategies in x Procurement Contract dispute resolution Procurement Contract x Contemporary issues Management. x Case studies

process, conducting due x Contemporary issues diligence and preparation of x Case studies S/N THEME accLEARNINGeptable eva OUTCOMEluation report. CONTENTS x Understand procedures for handling complaints from aggrieved Contractors and mandatory Approvals x Address challenges and mitigation measures in the procurement of Works under donor funded project 25 Procurement under Donor x Understand the general x Overview of donor funded Procurement process. Funded Projects for Consultancy process in procurement of x Preparation of procurement Plan for donor Services Consultancy services under funded project donor funded projects. x Preparation of Terms of Reference x Understand the process of x Preparation of Expression of Interest preparing Procurement Plan, x Evaluation and short listing of firms Terms of reference, Expression x Preparation and issuance of Request for of Interest and Request for Proposals. Proposals. x Proposal opening and Evaluation process x Understand the Evaluation x Negotiation and Award of contract process, conducting due x Approvals diligence and preparation of x Handling of complaints acceptable evaluation report. x Risk management in Donor funded Consultancy x Understand procedures for services handling complaints from x Contemporary issues aggrieved Consultants and x Case studies mandatory Approvals. x Address challenges and mitigation measures in the procurement of Consultancy services under donor funded projects. 26 Effective negotiation in x Understand the general x Overview of the procurement process Procurement: Critical skills, negotiation process x Procurement negotiation process techniques and tactics x Prepare negotiation plan and x Stages for negotiation develop tactics and x Key consideration for negotiations approaches x Skills and attributes for negotiators x Develop and later use skills x Preparation of negotiation Plan imparted in negotiations x Tactics and approaches for negotiation x Understand roles and x Post negotiation agreement responsibilities of negotiating

26 x Contemporary issues parties x Case studies

S/N THEME LEARNING OUTCOME CONTENTS 27 Risk management in Strategic x Understand the general x Overview of Supply chain management Supply Chain concept of Supply Chain x Overview of risk and risk management x Understand and identify x Risk management framework (preparation Supply chain risks and implementation x Prepare and implement risk x Supply chain risk identification management framework in x Risk Register (preparation and supply chain implementation) x Prepare and implement risk x Supply chain risk mitigation techniques register in supply chain x Contemporary issues x Case studies 28 Procurement using Design x Understand the legal x Overview and legal framework of Design and and Build Approach. framework of Design and Build Build x Thinking behind Design and Build

x Understand the difference x Key Players and their role under Design and between Design and Build Build and other model of delivery. x Content of Design and Build tender x Understand the solicitation document process for Design and Build x Preparation of employers’ (Client) x Understand the Evaluation requirements process, conducting due x Solicitation for Design and Build diligence and preparation of x Evaluation process (Technical and Financial), acceptable evaluation x Negotiation and Award of contract reports. x Administrative review x Understand procedures for x Risk management in Design and Build Implementation of D&B x Contemporary issues Contracts x Case studies x Understand the risks under Design and Build

S/N THEME LEARNING OUTCOME CONTENTS 29 Executive leadership x Understand the role of x Introduction to procurement governance development – analysis to action executive leaders as drivers in process. in Procurement process. attaining organizational x Executive leaders as drivers in attaining procurement objectives. organizational procurement objectives. x Take leadership in building x Leadership role of the Board and its committees emotionally intelligent teams over procurement. and propose strategies for x Procurement strategy – a key tool for engaging and motivating organization performance others to maximize team x Procurement plan - Balance between performance, creativity and performance and conformance innovation in Procurement x Procurement process- a tool for value creation functions. and profitability enhancement x Appreciate inherent x Procurement Risk management and internal procurement risks and how to controls mitigate them. x Internal audit process- a tool for enhancing procurement governance process x Disclosure practices, Ethics and organizational integrity

28 OUR RESOURSE PERSONNEL

29 S/N NAME QUALIFICATION / DESTINATION 1 Eng. Kesogukewele M.I.M M.Sc. Construction Management, Loughborough Msita University, UK B.Sc. (Hons) Engineering Internationally Accredited Public Private Partnership (PPP) Specialist Dispute Adjudication Board 2 Mr. Aziz Kilonge Advanced Diploma in Materials Management- ADMM (IDM- Mzumbe) Professional Diploma – Chartered Institute of Supply and Purchasing (CIPS - UK) Chartered Member of CIPS - UK Member of the Institute of Supply Management (USA) CSP(T) Mr. Kilonge is Consultant in Procurement and Supply Chain Management Consultant 3 Eng. Lwitiko Joel Mwandobo: Head of Procurement Management Unit at WHC. MBA-Transport and Logistics Management BSc [Hons] in Civil and Transportation Engineering Affiliate, TP0012 Professional Engineer (PEng 5256) Mwandobo experienced in Procurement and Supply Chain Management, Engineering Designs for Civil Projects and Construction management. 4 Mr. Nicolas Suke Masters of Business Administration (MBA) CPSP (T), Advanced Diploma in Materials Management Mr. Suke is experienced in Procurement and Supply Chain Management. 5 Mr. Nyelu Mwamwaja MSc Procurement and Supply Chain Management. CIPS (UK), Procurement Manager (TANESCO) Mr. Mwamwaja is experienced in Procurement and Supply Chain Management.

30 S/N NAME QUALIFICATION / DESTINATION 6 Mr. Macrice Daniel Mbodo General Manager (Deputy Chief Executive Officer of TPC) MBA/Corporate Management. CPSP (T), CPA (T), CIA, CDIR, Board member of the TPB Bank PLC, Mbodo is experienced in Governance, Auditing and Investigation 7 Mr. Onesmo France Procurement manager (TRA) Head Quarters, MBA/Corporate Management CPSP (T) Advanced Diploma in Procurement and Supply France is experienced in Procurement and Supply chain management. 8 Mr. Bakari Mohamed MSc Procurement and Supply Chain Management CPSP (T), Mr. Bakari is Assistant Lecturer at Mzumbe University and experienced in Procurement and Supply Chain Management. 9 Dr. Maige Mwasimba Ph.D. in Commerce and Business Management, Master’s in Business Administration- Procurement and Logistics Management. CPSP (T) Advanced Diploma in Procurement and Supplies Management. Trainer, Consultant and Researcher. Lecturer from Mzumbe University Dr. Mwasimba is experienced in Procurement and Supply Chain Management. 10 Mr. Ernest Rubirya Khisombi: Head of Procurement Management Unit at Bunda District Masters of Business Administration: CPSP (T) Mr. Khisombi Experienced in Procurement and Supply Chain Management

31 S/N NAME QUALIFICATION / DESTINATION 11 Mr. Amos Kazinza Mangombe MSc (Procurement and Supply Chain Management) CPSP (T) Reg. PSPTB (AU 0583) Consultancy and Research Coordinator Consultant in Procurement and Supply Chain Management Mr. Mang’ombe have vast experience in Procurement and Supply Chain Management. 12 Mr. Paul Bilabaye Director of Finance and Administration at PSPTB, MBA/Corporate Management CPSP (T) ACPA (T) CPA (T) Mr. Bilabaye have vast experience in Procurement and Supply Chain Management and Finance Management. 13 Mr. Hamis Mpinda CIPS (UK), Post Graduate Diploma in Purchasing and Supply Management. Mr. Mpinda is experienced in Procurement and Supply Chain Management. 14 Mr. Benedict Mahela MSc. Procurement and Supply Chain Management. CSP (T), Mr. Mahela is experienced in Procurement and Supply Chain Management. 15 Mr. Hamisi Tika Master of Laws - LL.M Legal Officer at Public Procurement Appeals Authority (PPAA),

32 S/N NAME QUALIFICATION / DESTINATION 11 Mr. Amos Kazinza Mangombe MSc (Procurement and Supply Chain Management) CPSP (T) Reg. PSPTB (AU 0583) Consultancy and Research Coordinator Consultant in Procurement and Supply Chain Management Mr. Mang’ombe have vast experience in Procurement and Supply Chain Management. 12 Mr. Paul Bilabaye Director of Finance and Administration at PSPTB, MBA/Corporate Management CPSP (T) WORKSHOP ACPA (T) TERMS AND CONDITION CPA (T) Mr. Bilabaye have vast experience in Procurement and Supply Chain Management and Finance Management. 13 Mr. Hamis Mpinda CIPS (UK), Post Graduate Diploma in Purchasing and Supply Management. Mr. Mpinda is experienced in Procurement and Supply Chain Management. 14 Mr. Benedict Mahela MSc. Procurement and Supply Chain Management. CSP (T), Mr. Mahela is experienced in Procurement and Supply Chain Management. 15 Mr. Hamisi Tika Master of Laws - LL.M Legal Officer at Public Procurement Appeals Authority (PPAA),

33 1. REGISTRATION PROCEDURE 1. REGISTRATION PROCEDURE For registration, please apply the event appeared in our online registration system through the address https://registration.psptb.go.tz.Only applied applicants through online system shall be eligible for being registered for the workshop.

2. FEES 2. FEES Our fee cover tuition, training materials, refreshments, Lunch and administrative costs only. Payment should be made to the Procurement and Supplies Professionals and Technicians Board through our NBC Corporate Branch A/C No. 011103017252 or NMB House Branch A/C No. 20103500374 or TigoPesa, Mpesa, Halopesa and Airtelmoney. FEE PAID IS NOT REFUNDABLE.

3. WORKSHOP METHODOLOGY 3. WORKSHOP METHODOLOGY A combination of Classroom lectures, discussions, presentation, group work, case studies, role play, and assignments will be applied in all courses.

4. PARTICIPATION 4. PARTICIPATION Registered participants are required to report for workshop on the date specified. Participants arriving late at the workshop will be provided certificates with relevant CPD hours attended the workshop. During the workshop participants are expected to participate fully in all workshop related activities.

5. CERTIFICATION 5 . CERTIFICATION Only those participants who fully satisfy the requirement of a specific course shall be eligible for certification.

33 1. CPD Hours 6.CPD HOURS Participants of the workshop shall be eligible to 8 CPD hours per day.

2. IMPORTANT NOTICE 7.IMPORTANT NOTICE All participants intending to attend our workshop should contact Procurement and Supplies Professionals Technicians Board Office before reporting to the workshop venue. The Board reserves the right to postpone a program due to events out of our control after informing the applied participants.

34 EVENTS IN PICTURES

PARTICIPANTS CONDUCTING DISCUSSION DURING WORKSHOP ON RISK MANAGEMENT IN SUPPLY CHAIN AT LAPF DODOMA

GROUP PHOTO DURING WORKSHOP ON RISK MANAGEMENT IN SUPPLY CHAIN AT LAPF DODOMA

35 EVENTS IN PICTURES

AG. EXECUTIVE DIRECOR OF PSPTB, MR. GODFRED MBANYI SPEAKING ON THE CLOSING CEREMONY DURING WORKSHOP ON PROCUREMENT OFWORKS:KEY STEPS, CHALLENGES AND MITIGATION AT VETA HOTEL IN ARUSHA CITY.

MR. NYELU P. MWAMWAJA, PSPTB RESOURSE PERSONNEL PRESENTING A TOPIC DURING WORKSHOP ON PROCUREMENT OF WORKS:KEYSTEPS, CHALLENGES AND MITIGATION AT VETA HOTEL IN ARUSHA CITY.

36 Procurement and supplies Professionals and Technicians Board (PSPTB), Nyerere Road, GPSA Premises P.O.Box 5993, Dar es SALAAM. Tel:+255-22-2865860 Mob:+255(0) 755731514 Fax: +255-22-2862138 E-mail:[email protected] / [email protected] 38 39