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CPSP – Procurement of Consultancy Services

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CPSP – Procurement of Consultancy Services

PL2.03 Procurement of consultancy services

 PL2.03.1_Introduction

This module is intended to equip the trainee with knowledge, skills and attitudes that will enable them manage procurement of consultancy services effectively and efficiently.

 PL2.03.2 General objectives

At the end of the module the trainee should be able to:

  1. Demonstrate an understanding of procurement of consultancy services.
  2. Appreciate the legal provisions in consultancy contracts
  3. Benchmark against best practices in procurement of consultancy services
  4. Appraise the emerging issues in procurement of consultancy services
  5. Demonstrate an understanding of the procurement of the works and consultancies

 

Click here to Download Procurement of Consultancy Services sample notes

PL2.3.01 overview of procurement of consultancy services

Competence

The trainee should have the ability to identify key aspects of procurement of consultancy services

Content

Theory

  1. Definition of terms used in procurement of consultancy services
  2. Characteristics of consultancy services

 Practice

  1. Carry out group discussion and class  presentations on characteristics of consultancy services

PL2.3.02 Procurement of consultancy services (evaluation and selection)

Competence

The trainee should have the ability to manage the procurement of consultancy services

Content

Theory

  1. Use of Request for Proposal (RFP)
  2. Expression of Interest ( EOI)
  3. Terms of References (TORs)
  4. Receiving and opening Proposals
  5. Selection methods of consultancy services.
  6. Evaluation of proposals and contract award

Practice

  1. Preparation of TORs for a consultancy services

PL3.03 Types of consultancies

Competence

The trainee should have the ability to identify the various types of consultancies

Content

Theory

  1. Individual consultancies
  2. Consulting firms
  3. Association of consulting firms
  4. Nongovernmental organizations as consultants
  5. University institutions as consultants
  6. PPP transaction advisors
  7. Procurement consultants

Practice

  1. Identification of different types of consultancies in a given case in supply chain management

 Click here to Download Procurement of Consultancy Services sample notes

PL2.3.04 Important provisions in consultancy contracts

 Competence

The trainee should have the ability to relate the important provisions in contracting for consultancy

Content

Theory

  1. Applicable laws in procurement of consultancy services
  2. Disputes and conflict of interest in consultancy services
  3. Payment provisions in consultancy services
  4. Variations in consultancy services
  5. Professional liability and indemnity in consultancy services
  6. Substitutions of staff in implementation of consultancy services

Practice

  1. Discussion of the important provisions in consultancy contracts.

PL2.3.05 Stakeholders in procurement of consultancy services

 Competence

The trainee should have the ability to identify the stakeholders in procurement of consultancy services

 Content

Theory

  1. Various stake holders in the procurement of consultancy services
    1. Procurement function
    2. User department
  • Project manager
  1. Budget owner
  2. Service provider

2. Role of stakeholders in procurement of consultancy services

Practice

  1. Discussion of the role of stakeholders in procurement of consultancy services.

PL2.3.06 Inspection, receiving and acceptance of consultancy services

Competence

The trainee should have the ability to apply the concepts of inspecting, receiving and acceptance of consultancy services

Content

Theory

  1. Inspection, receiving and acceptance of consultancy services

Practice

1 inspection, receipt and acceptance or rejection of consultancy services.

Click here to Download Procurement of Consultancy Services sample notes

PL2.3.07 Benchmarking for best practices in procurement of consultancy services

 Competence

The trainee should have the ability to apply the best practices in procurement of consultancy services

 Content

Theory

  1. Concept of best practices in procurement of consultancy services
  2. Best practices applicable in procurement of consultancy services
  3. Types of benchmarking for procurement of consultancy services
  4. Challenges in benchmarking for best practices in procurement of consultancy services

Practices

  1. Discussing benchmarking as a method of enhancing best practices in procurement of consultancy services

PL2.3.07 Benchmarking for best practices in procurement of consultancy services

 Competence

The trainee should have the ability to apply the best practices in procurement of consultancy services

Content

Theory

  1. Concept of best practices in procurement of consultancy services
  2. Best practices applicable in procurement of consultancy services
  3. Types of benchmarking for procurement of consultancy services
  4. Challenges in benchmarking for best practices in procurement of consultancy services

Practices

  1. Discussing benchmarking as a method of enhancing best practices in procurement of consultancy services

PL2.3.08 Ethical issues in procurement of consultancy services

 Competence

The trainee should have the ability to demonstrate ethical behaviour in procurement of consultancy services

Content

Theory

  1. Preparation of TORs
  2. Choice of procurement method
  3. Evaluation of proposals
  4. Contracting and contract management
  5. Performance management
  6. Inspection, receiving and acceptance

Practice

  1. Discussion of ethical issues in procurement of consultancy services

PL2.3.08 Ethical issues in procurement of consultancy services

Competence

The trainee should have the ability to demonstrate ethical behaviour in procurement of consultancy services

Content

Theory

Preparation of TORs

Choice of procurement method

Evaluation of proposals

Contracting and contract management

Performance management

Inspection, receiving and acceptance

Practice

  1. Discussion of ethical issues in procurement of consultancy services

PL2.3.09 Emerging issues and trends in procurement of consultancy services

 Competence

The trainee should have the ability to cope with the emerging issues and trends in procurement of consultancy services

 Content

Theory

  1. Emerging issues and trends in the procurement of consultancy services.
  2. Challenges and opportunities posed by the emerging issues and trends in procurement of consultancy services
  3. Coping with or adopting to the emerging issues and trends in procurement of consultancy services.

Practice 

  1. Discussion of the challenges and opportunities posed by the emerging issues and trends in procurement of consultancy services

Click here to Download Procurement of Consultancy Services sample notes

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