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Overview of 6 Procurement Methods

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15 views6 pages

Overview of 6 Procurement Methods

Uploaded by

8jnw86czg4
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd

COLLEGE OF BUSINESS EDUCATION (CBE)

DAR ES SALAAM CAMPUS

BCPS, BCTLM, BCAF & BCAT 2023/2024


BASIC PROCUREMENT PRINCIPLES (PST04101)

TOPIC 6: PROCUREMENT METHODS

Topic Contents
• Definition of procurement methods
• Types of procurement methods and their conditions for use
• Factors to consider in the selection of procurement method

Introduction
Procurement methods are the procedures used by the procuring entity to acquire goods, services
and works. These methods can be competitive and non-competitive. There’s a preference for using
competitive methods of procurement given that they tend to promote transparency, efficiency, and
limit favoritism, resulting to obtaining reliable suppliers who offer reasonable prices and deliver
the required qualities at the agreed time.

During the requirement(s) identification stage, the entity with the need determines when they want
the goods delivered, services rendered or construction works completed. It is important to consult
with the procuring entity at this early stage in order to determine the most appropriate procurement
method for their specific need.
The procurement method should be determined at this early stage because of the impact it has on
the procurement lead-time, and also to ensure that the responsible entity is able to set realistic
timeframes and expectations for contract award in the initial stages of development and definition
of their procurement requirement.

Page 1 of 6
Types of procurement methods
Procurement methods are many, and they go by different names depending on the procurement
category. Most, with few exceptions, generally fall into the following types;
❖ International Competitive Tendering

❖ National Competitive Tendering


❖ Restricted Tendering

❖ Competitive quotation/Shopping

❖ Single source for goods or services


❖ Minor value procurement

❖ Micro Value Procurement


❖ Force account

Of the above-mentioned procurement methods, international competitive tendering, national


competitive tendering and restricted tendering are considered to be competitive procurement
methods because the solicitation documents are advertised and open to any qualified firm
interested in competing for the assignment.

In contrast, other procurement methods are considered non-competitive procurement methods


because the invitation to submit offers is not advertised, and it is sent only to firms or individuals
specifically invited by the procuring entity.

With respect to restricted tendering, there’s debate as to whether it is a competitive or non-


competitive procurement method. It is considered to be competitive procurement method because
it involves pre-qualification stage where bidding documents are advertised openly for all potential
bidders to compete for qualification.

Page 2 of 6
Procurement methods and their conditions for use
International Competitive Tendering
Is the procurement method where by a procuring entity invites suppliers, contractors and service
providers regardless of their nationality by means of tender notice that shall be advertised
nationally and internationally to submit priced tenders for goods, non-consultancy services and
works or purchase of public assets.

Condition for application:


This form of tender shall be used in all cases where;
a) Payment, in whole or in part, is made in a foreign currency; or
b) It is desired to attract tenders from the widest range of tenderers regardless of the estimated
value of the goods or works to be procured.

National Competitive Tendering


Is the procurement method where by a procuring entity invites suppliers, contractors and service
providers through a notice advertised only in the United Republic, invite tenderers regardless of
their nationality, to submit priced tenders for goods, non-consultancy services, works or purchase
of public assets.

Condition for application:


This form of tender shall be used in all cases where;
a) Payment is made wholly in Tanzanian shillings;
b) The goods, works or non consultancy services are available locally at prices below the
international market;
c) The total cost is within the threshold set for this method of procurement;
d) Works or non-consultancy services are scattered geographically or spread over time;
e) Works are labor intensive

Restricted Tendering
This is the procurement method where by the procuring entity restrict the issue of the tender
document to a number of specified (prequalified) suppliers, contractors and service providers.

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Condition for application:
This form of tender shall be used in all cases where;
a) The suppliers, contractors or service providers have already been pre-qualified
b) The goods, works, or services required are of a specialised nature or can be obtained from
a limited number of specialised contractors, service providers or reputable sources
c) Urgent needs and lack of sufficient time for international or national competitive time for
tendering
d) There is a need to achieve certain social objectives by calling for participation of local
communities or local firms.

Competitive quotation/shopping
The competitive quotation is a procurement method that is used for small value procurements of
readily available off-the-shelf goods, small value construction works, or small value services
procurements. This procurement method is also known as invitation to quote or shopping, and it
does not require the preparation of tender documents to the same extent as for competitive and
restricted tendering methods. The invitations are not complex, and this method is considered non-
competitive because the procuring entity determines which contractors, suppliers or service
providers to request quotations from as long as a minimum of three are invited.

Condition for application:


This form of tender shall be used in all cases where;
a) The goods to be procured are so diversified that it would be of no commercial interest for
any single supplier to tender for them; or
b) The goods are readily available off-the-shelf or standard specification commodities.
c) The total cost is within the threshold set for this method of procurement.

Single source for goods or services


Acquiring goods, services and construction works from only one source is referred to as: sole-
source procurement, single-source procurement, sole-source selection, direct procurement, among
others. This is clearly a non-competitive procurement method, and it should be used only under
exceptional circumstances.

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Condition for application:
a) for emergency situations;
b) when only one firm or individual is qualified to fulfill the requirement;
c) for the continuation of previous work, or additional work, that cannot be acquired from
another firm or individual due to patent, compatibility issues, or exclusive rights;
d) the use of this method represents a clear advantage over the use of a competitive method;
e) for the procurement of related items that are available only from one source.

Minor value procurement


A procuring entity may procure goods, services or minor works directly from a supplier, service
provider or contractor by competing at least three bidders, where:
Condition for application:
a) The value does not exceed the set limit for minor value prescribed;
b) The price quoted is reasonable;
c) No advantage to a procuring entity is likely to be obtained by seeking further quotations or
by using other methods of procurement; and
d) The contract for the provision of such goods, services or works may be a local purchase
order.

Micro Value Procurement


A micro procurement may be conducted by a procuring entity by that purchasing directly from
established supermarkets, shops or drug stores, or similar establishments if the value of such
procurement does not exceed the limit set out. A PE may use petty cash, imprests or purchase cards
to effect payments under micro procurement.
A micro procurement process shall not require:
• written solicitation document;
• written bid;
• public bid opening;
• notice of best evaluated bidder; or
• signed contract document.

Page 5 of 6
Force account
Force Account means a construction by the Procuring entity itself or use of public or semi-public
agencies or departments concerned, where PE or the public or semi-public agency uses its own
personnel and equipment or hired labor.
Condition for application:
a) the required works are scattered or are in remote locations for which qualified construction
firms are unlikely to tender at reasonable prices;
b) work is required to be carried out without disrupting ongoing operations;
c) risks of unavoidable work interruption are better borne by a PE or public authority than by
a contractor;
d) there are emergencies which require a prompt attention;
e) the PE has qualified personnel to carry out and supervise the required works; or
f) the maintenance or construction is part of the routine activity of the PE.

Deciding which procurement method to use


A decision to use a particular procurement method must be based primarily on the stipulations of
the procurement guidelines, manuals and procedures; which necessarily stem from the
procurement legal framework. Which among others, include the following factors:
a) The value of the requirement
b) Nature and complexity of the requirement
c) The urgency of need
d) Market availability
e) Currency of payment
f) Standardization or product registration
g) Contract extension
h) Pre-qualification

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Common questions

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Currency of payment directly influences the choice between international and national competitive tendering. For example, when a procurement involves international currencies, international competitive tendering is appropriate to attract foreign suppliers. Conversely, when dealing exclusively in local currency, national tendering suffices and supports local economic circulation, optimizing indigenous supplier engagement .

Restricted tendering is considered a competitive method because it involves pre-qualification, allowing only a limited number of pre-qualified suppliers, contractors, or service providers to submit tenders. This method ensures efficiency by focusing on specialized or urgent needs where time constraints or specialized skills are a factor. Conditions for use include scenarios where goods or services are of a specialized nature or urgent needs preclude longer tendering processes .

Standardization or product registration influences the procurement method by ensuring products meet predefined quality and safety requirements, limiting supplier selection to those who can conform to these standards. These considerations ensure product integrity, aligning with regulatory requirements, and simplifying supplier vetting processes, thereby potentially reducing procurement lead times and complexities .

Force account is suitable when works are scattered, located remotely, or need to be conducted without operational disruption. It allows the PE to use its own personnel and equipment, mitigating risks of work interruptions and handling emergencies directly. However, this method's limitations include the reliance on PE's in-house expertise and potentially higher overall costs if economies of scale from competitive bidding are lost .

International competitive tendering is applied when payment involves foreign currencies or when attracting a broad range of international tenders is desired, regardless of the procurable item's value. Conversely, national competitive tendering is applicable when payment is in Tanzanian shillings, when goods or services are available locally below international market prices, or when the total cost fits within a locally set threshold .

Minor value procurement is preferred in scenarios where the procurement's value is under a set limit, the price is reasonable, and competitive processes offer no additional benefit. It is efficient for small, routine purchases due to its simplicity and minimal documentation requirement, streamlining the procurement process for low-stake acquisitions .

Urgency necessitates quicker procurement processes, often leading to non-competitive methods like single-source procurement, which expedite fulfillment. However, such approaches risk suboptimal pricing and limited market testing. Ensuring stringent justifications and controls mitigates these risks, balancing urgency against efficient and effective procurement outcomes .

Competitive procurement methods, such as international and national competitive tendering, promote transparency and efficiency in the procurement process. They reduce favoritism by allowing any qualified firm to compete, resulting in the selection of reliable suppliers who offer reasonable prices and deliver the required quality at the agreed time .

Single-source procurement is justified in emergency situations, when only one firm can fulfill the requirement, for continuity of previous work, due to patent or compatibility issues, or when related items are available only from one source. Caution is advised because this non-competitive method lacks the transparency and broad supplier input of competitive methods, potentially leading to non-optimal pricing and favoritism .

Market availability dictates the accessibility of goods and services, impacting which procurement method is appropriate. If market availability is limited, non-competitive methods like single-source might be warranted, but if plentiful, competitive methods are preferable to ensure efficiency and optimal supplier terms. This dynamic ensures procurement processes are adaptable, enhancing efficiency and effectiveness in meeting procurement needs .

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