Beruflich Dokumente
Kultur Dokumente
TECHNICIANS BOARD
Tel.: +255-22-2865860
Fax: +255-22-2862138
Email: info@psptb.go.tz
Website: http://www.psptb.go.tz
PROFESSIONAL SYLLABUS
Table of Contents
Introduction........1
Object of the Syllabus....2
Programme content........................................................................3
Programme examination structure.4
Examinations timing and assessment.5
Research paper...5
Recommended books.6
Teaching methodology/approaches........6
Duration for coverage of Syllabus..6
Subject codes.....6
Eligibility for candidates registration....7
Candidacy duration........7
Examination applications...7
Payment of fees..8
Examination results and certification.....8
PSPTB awards...9
Minimum Entry Qualifications..9
Exemption criteria10
Credit transfer arrangement..12
The Syllabus for Professional stage examination12
PROFESSIONAL STAGE ONE..13
Procurement Management P1..13
i
Managerial Economics P2....18
Management Principles and Practice P3..23
Legal Aspects of Procurement P4....27
PROFESSIONAL STAGE TWO.....32
Warehouse Management P5.........32
Quantitative Methods P6..36
Freight Forwarding Management P7....44
Business Ethis and Corporate Governance P8.51
PROFESSIONAL STAGE THREE.....51
Marketing Management P9..55
Financial Management P10..60
Production and Operations Management P11..65
Inventory Management P12.69
PROFESSIONAL STAGE FOUR...73
Public Procurement Management P13.....73
Procurement Contracts Management P14....80
International Logistics and Transport P1584
Interpreneurship P16....88
PROFESSIONAL STAGE FIVE.....91
Procurement and Supply Audit P17..91
Strategic Procurement and Supply Chain Management P1896
Research Methodology and Consultancy P19........102
Procurement and Supply Chain Risks Management P20...107
ii
LIST OF TABLES
iii
INTRODUCTION
VISION
MISSION
CORE VALUES
(a) Integrity
The Board will act in honest, ethical, and professional manner in
all endeavours, and fully disclose all pertinent information, uphold
the laws and their regulations demonstrate accountability, treat
everyone with fairness and respect.
(b) Professionalism
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.
(c) Impartiality
The Board will treat people equally.
1
(d) Accountability
The Board will be responsible, ethical, and diligent in decision
making, transactions, dealings and performance of Strategic Plan.
(e) Efficiency
Aim to optimize efficiency in the delivery of services by
implementing value for money practices.
(g) Excellence
The Board is committed to excellence and the pursuit of
continuous improvement in its services and operations.
(h) Transparency.
The Board will actively promote the sharing of ideas and
information throughout the organization and be receptive to new
ideas including communicating openly to all its members, public
and other interested stakeholders.
2
(d) To impart learners with knowledge, skills and attitudes on
the public procurement and other best practices in the World.
PROGRAMME CONTENT
4
form a progression of knowledge and skills such that completion
of one stage helps in the next stage.
RESEARCH PAPER
5
RECOMMENDED REFERENCES
The list of books given for each subject is at best only suggestive
and indeed they are not exhaustive. Lecturers may use any of the
listed books or any other appropriate books on the subjects. Study
materials can be obtained from other sources such as journals,
internets and current review magazines provided they strongly
focus on the subject being taught and provide a relevant knowledge
towards that subject.
TEACHING METHODOLOGY/APPROACHES
The methods to be used for teaching the candidates shall include
lectures, role plays, case studies, exercises, home work,
assignments, discussions and seminars. Since the Board does not
directly involve itself in teaching, accredited tuition providers and
training institutions must ensure quality assurance in teaching and
delivery as per Boards standards. Candidates are strongly advised
to register in accredited tuition providers and training institutions
for review programmes.
SUBJECT CODES
6
ELIGIBILITY FOR CANDIDATES REGISTRATION
CANDIDACY DURATION
EXAMINATION APPLICATIONS
PAYMENT OF FEES
A = 80 - 100% - Distinction
B = 60 - 79% - Credit
C = 40 - 59% - Pass
8
F = 20 -39% - Fail
BF = 0 - 19 - Bad fail
X = Absent
E = Exempted
P/N Pass November
P/M Pass May
PSPTB AWARDS
9
Table 2: The Criteria for minimum entry qualifications
EXEMPTION CRITERIA
Institutions offering procurement and supply management related
programmes will be granted exemptions so long as their curricula
are evaluated and approved by the Board.
10
Graduates from institutions not falling on the above category will
be exempted on subject to subject basis for none-core subjects.
Under no circumstances the exemptions will be granted on
professional subjects to candidates whose qualifications are not
majoring in procurement and supplies management specialization.
11
CREDIT TRANSFER ARRANGEMENT
Considering that the revised syllabus shall be tested for the first
time in November. 2016, credit transfers have been designed such
that all candidates who previously passed the Boards examinations
or those with a valid referral status in the syllabus being phased out
(January, 2010 November, 2014 syllabus) do not suffer or be
penalized because of coming into effect of this new syllabus
(January 2016 syllabus). The Board may limit the credit transfer to
two years following commencement of this syllabus so as to allow
those candidates with referred subjects to clear them whilst
enjoying credits already obtained earlier in their previous
examinations. In this credit transfer, candidates who had
previously passed one stage in the phased out syllabus will qualify
to continue to the next level in the new syllabus.
12
PROFESSIONAL STAGE ONE
2.0 CODE: P1
13
5.3 Procurement contract and purchase orders
Learner being able to:-
(a) Examine Procurement procedures.
(b) Examine steps in procurement.
(c) Analyze stages involved in procurement management
cycle.
(d) Examine purchase requisition.
5.5 Sourcing
Learners being able to:-
(a) Explain sourcing process.
(b) Apply sourcing information in supplier section.
(c) Analyze market condition.
(d) Apply E-sourcing.
(e) Examine procurement of capital items, framework
contract and common use items.
14
5.8 Timing of Procurement
Learners being able to:-
(a) Apply time management.
(b) Apply scheduling delivery and work schedule
methods.
5.9 Negotiation
Learners being able to:-
(a) Apply price and cost in negotiations.
(b) Demonstrate preparations for negotiation.
(c) Apply negotiation strategy and tactics.
15
5.13 Procurement Ethics
Learners being able to:-
(a) Describe ethics, frauds and corruption.
(b) Examine brief environmental considerations.
16
4. Dobbler, D. and Lamar, Lee, (1996), Purchasing and
Materials Management, Tata Mc Graw Hill India.
17
1.0 SUBJECT: MANAGERIAL ECONOMICS
2.0 CODE: P2
18
5.3 Demand and supply
Learners being able to:-
(a) Explain the determinants of demand and supply.
(b) Identify and explain laws of demands and supply.
(c) Identify and explain consumers and consumer
behaviour.
(d) Identify demand side of market.
(e) Determine price equilibrium and actual price.
(f) Explain the effects of shifts in the supply curve.
(g) Calculate price elasticity of demand and elaciticity of
supply.
(h) Identify marginal utility and exchange minimizing
utility.
5.8 Investments
Learners being able to:-
(a) Define the role of investments.
(b) Identify and explain determinants of investments.
(c) Describe uncertainty and cycles.
(d) Describe marginal efficiency of investments, interest
rate, capitalization of assets and rate of return on
investment.
(e) Identify and assess stock market, vertical integration
and diversification.
20
5.9 Money and Banking
Learners being able to:-
(a) Identify and explain nature and functions of money.
(b) Explain money as commodity, measuring of money
and exchange rate.
(c) Describe demand and supply of money.
(d) Explain functions of Central Bank and Commercial
Banks.
(e) Describe Bank deposits and money creation, Banks
charges and interests.
5.10 Inflation
Learners being able to:-
(a) Define and explain inflation and causes of inflation.
(b) Describe types and effects of inflation.
(c) Decribe role of government and financial institutions
in arresting inflation.
(d) Distinguish between inflationary and deflationary
gaps.
21
3. Dwivedi DN, (2004), Managerial Economics, 6th
Edition VIKAS
22
1.0 SUBJECT: MANAGEMENT PRINCIPLES AND
PRACTICE
2.0 CODE: P3
5.1 Introduction
Learners being able to:-
(a) Explain the nature and scope of management.
(b) Explain the evolution of management theories and
approaches.
(c) Identify and explain the influence of the internal and
external environment.
23
(e) Explain power, authority and responsibility in
management.
24
5.7 Modern management techniques
Learners being able to:-
(a) Identify modern management techniques.
(b) Describe strategic management and strategy
formulation and implementation.
(c) Describe total quality management technique.
(d) Explain roles of quality systems and improvement
cycles.
25
3. Gole, G.A, (2004), Management Theory and Practice,
DP Publications Ltd.
26
1.0 SUBJECT: LEGAL ASPECTS OF
PROCUREMENT
2.0 CODE P4
27
(e) Distinguish between sale of goods, contracts and other
types of supply contracts for works and materials.
(f) Identify and describe nature of agency, its appointment
formation and types.
(g) Describe rights and duties of principle and agent
reliability for an authorized acts, principle agent
relationship, agent relation to third parties and
termination of agency.
(h) Describe the law of insurance its general principles,
types of insurance, breach of insurance contracts,
assignment and transferability of policies.
(i) Describe negotiable instruments, their functions,
parties to it, endorsement and presentation and notice
of dishonor.
(j) Describe laws governing transferability of negotiable
instruments. Rights and liabilities to the parties of a
letter of credit.
(k) Describe law of guarantee its formation, contract of
indemnity and contracts of
(l) Describe law of higher purchase, condition and
warranties, and chattel mortgage.
(m) Describe relationship between partners formation
liabilities and dissolution.
(n) Describe law of torts, negligence, conspiracy, deceit
and the vicarious liabilities.
(o) Describe law of bankruptcy proceedings official
receiver and trustee, bankrupt offences, deeds of
arraignment, properties of bankrupt and its
distribution.
29
5.9 Roles of commercial regulatory institutions in
Tanzania
Learner being able to:-
Describe the roles of commercial regulatory institutions in
Tanzania.
31
PROFESSIONAL STAGE TWO
2.0 CODE: P5
33
(c) Describe container and scraps and utilization and
disposal.
34
(b) Describe environmental issues related to outsource
warehouse services.
(c) Describe security and safety aspects.
(d) Describe obsolete redundant and scrap management.
35
1.0 SUBJECT: QUANTITATIVE METHODS
2.0 CODE: P6
36
(j) Calculate mean and variance of Binomial
probability distribution.
(k) Explain requirements of poisson probability
distribution.
(l) Calculate mean and variance of poisson
probability distribution.
(m) Explain characteristics of normal probability
distribution.
(n) Calculate normal probability distribution.
5.1.3. Estimation
Learners being able to:-
(a) Define statistics and Parameters.
(b) Define Estimator.
(c) Provide characteristics of a good estimator.
(d) Define point estimate and interval estimate.
37
(e) Construct confidence interval for the mean and
for the difference between two means.
(f) Construct confidence interval for population
proportion.
(g) Construct confidence interval for population
variance.
(h) Calculate sample size required for the estimation
of population mean, population proportion and
population total.
39
(g) Describe special cases which may be
encountered when using simplex method
(infeasibility, unboundedness, alternate optimal
solution and legendary cases).
(h) Define dual.
(i) Explain how to change primal formulation to
dual formulation.
(j) Solve the dual formulation of linear
programming problem.
(k) Explain how to extract solution of primal from
the final simplex table of the dual and vice versa.
6. RECOMMENDED REFERENCES
1. Banny Render, Ralph, M. Stair, JR. and Michael, E.
Hanna, 9th Edition (2006) , Quantitative Analysis for
Management.
42
8. Render Barry, Ralph, M. Stair Jr and Michael, E.
Hanna Quantitative analysis for management, 9th
Edition. Pearson prentice Hall Uk
43
1.0 SUBJECT: FREIGHT FORWARDING
MANAGEMENT
2.0 CODE: P7
46
(b) Evaluate application of International Federation of
Freight Forwarders Associations (FIATA) Model
Rules for Freight Forwarding Services.
47
5.14. Freight Forwarding Industries
Learners being able to:-
(a) Identify challenges facing freight forwarding
industries.
(b) Describe the solutions to challenges facing freight
forwarding industries in Tanzania.
48
8. Layson, K. and Faringor, B (2006), Purchasing and
Supply Chain Management UK.
E Books
Statutes
50
1.0 SUBJECT: BUSINESS ETHICS AND
CORPORATE GOVERNANCE
2.0 CODE: P8
51
5.4 Introduction to common unethical practices
(a) Learners being able to:-
(b) Analyze unethical practices.
(c) Demonstrate procedures for handling unethical
practices.
52
6.0 RECOMMENDED REFERENCE
Statutes
1. United Republic of Tanzania, The Procurement and
Supplies Professionals and Technicians Act No. 23
(2007) Government Printers, Dar es Salaam,
Tanzania.
53
4. United Republic of Tanzania Act supplement No.7
(2011) The Public Procurement Act No. 23 (20011)
and its Regulation 2013, Government Printers, Dar es
Salaam, Tanzania.
54
PROFESSIONAL STAGE THREE
2.0 CODE: P9
55
(d) Examine marketing plans as basis for procurement and
supplies operations.
5.5. Pricing
Learners being able to:-
(a) Identify and explain pricing objectives.
56
(b) Identify and evaluate pricing strategies.
(c) Apply pricing procedures and decisions.
(d) Explain factors affecting price changes.
(e) Explain pricing of productline, joint products and by
products.
(f) Identify and describe price allowances, deals and
discoutns, credit and payment terms.
5.6. Promotion
Learners being able to:-
(a) Identify elements of promotion mix.
(b) Describe advertising and its effectiveness.
(c) Explain personal selling and the management of the
sales force.
(d) Explain criteria for promotion decisions for products
and services.
(e) Prepare promotion budget for a good.
(f) Explain factors influencing media selection in
promotion.
(g) Explain the significante of the intemet in promotion.
5.7. Distribution
Learners being able to:-
(a) Define marketing channel.
(b) Explain channel designing decisions.
(c) Explain factors influencing channel management
decisions.
(d) Explain the nature and scope of physical distribution.
(e) Apply physical distribution strategies.
(f) Describe market logistics, sales territories and zones.
58
5.11. E Marketing
Learners being able to:-
(a) Define e-marketing and distinguish it from traditional
marketing.
(b) Explain the need for electronic media in marketing.
(c) Explain market sources and sourcing through internal.
(d) Demonstrate market selection and segmentation
through electronic media.
(e) Explain the benefits and disadvantages of E-
marketing.
59
1.0 SUBJECT: FINANCIAL MANAGEMENT
60
(c) Explain leasing types of lease (operating leases,
finance leases, sales and lease back).
62
(e) Describe the alternatives to cash dividends such as
share repurchases, and script dividend showing the
advantages and disadvantages.
63
6. RECOMMENDED REFERENCES
64
1.0 SUBJECT: PRODUCTION AND OPERATIONS
MANAGEMENT
65
Process Planning
Learners being able to:-
(a) Describe and compare the characteristics of different
process types.
(b) Describe process and design service and selection of
technology appropriate for production and operations
management.
66
5.6 Time management
Learners being able to:-
(a) Analyze customer satisfaction and time management
(b) Apply waiting time theory queering analysis,
scheduling processes and constants
67
4. Heizer, J and Render, B. (2008), Production and
Operations Management, 9th Edition Pearson
68
1.0 SUBJECT: INVENTORY MANAGEMENT
69
5.3 Determination of stockholding policy
Learners being able to:-
(a) Analyze customer expectation, supply market
condition, stock holding risks.
(b) Describe economic constraints, techniques of zero
inventories and methods of avoiding carrying stock.
72
PROFESSIONAL STAGE FOUR
73
(b) Identify and analyse the public procurement reforms
in Tanzania.
(c) Assess the effects of global public procurement
reforms.
(d) Describe the functions of World Bank (WB), World
Trade Organisation (WTO), United Nation
Commission on International Trade Laws
(UNCITRAL), European Union (EU), and their roles
in promoting public procurement.
(e) AGA, African machinery.
74
(c) Describe the advantages and disadvantages of
procurement planning.
(d) Describe the procurement planning process.
76
(d) Describe the activities vulnerable to corruption in the
tendering process and their occurrence.
(e) Explain controls that can be instituted in a public
organization to curb corruption.
77
6. N. Dimitri, G. Piga and G. Spagnolo (2006) (Eds)
Handbook of Procurement (Cambridge: Cup).
7. P. Trepte, (2004) Regulating procurement;
Understanding the ends and means of public
procurement regulation (oxford: OUP) Ch.1 and 2.
8. S. Kelman, (1990) Procurement and public
management (Washington:AEI Press) Chs.1, 2 and 5.
9. S. Kelman, Procurement and Public Management
(Washington:AEI press 1990), P. Trepte, Regulating
Procurement: Understanding the ends and means of
public procurement regulation (Oxford: OUP 2004).
10. S. Schooner, (2000) Desiderata: Objectives for a
system of government contract law 11 public
procurement law review 103.
11. Sue Arrowsmith and M. Trybus (2002) (Eds) Public
Procurement; the Continuing Revolution (Londo:
Kluwer Law International).
12. Sue Arrowsmith, J. Linarelli and D. Wallace, (2000)
Regulating public procurement: National and
International Perspectives (London: Kluwer Law
International) Ch.1 and Ch.2 pp.27-32, 61-63 and 73 -
98.
Statutes
1. United Republic of Tanzania, World Bank
Procurement guidelines for works, goods and
consultancies Revised in 2014. Government Printers,
Dar es Salaam, Tanzania.
78
for works, goods and consultancies revised in 2014.
Government Printers, Dar es Salaam, Tanzania.
79
PROFESSIONAL STAGE FOUR
80
5.3 Contract Control
Learners being able to:-
(a) Analyze contract risks.
(b) Explain cost time and quality control
(c) Monitor and negotiate improvement of suppliers
performance.
81
5.8 Procurement Contract Management
Learners being able to:-
(a) Analyze objectives of procurement contract
management
(b) Demonstrate ability merging suppliers/contractors
responsibilities with procurement entitys
responsibilities and interests
(c) Analyze factors affecting the contract for procurement
(d) Demonstrate ability stages in procurement contract
management
82
6. Lysons, K. and Farrington B. (2006) , Purchasing and
Supply Chain Management
83
1.0 SUBJECT: INTERNATIONAL LOGISTICS AND
TRANSPORT
2.0 CODE: P15
3.0 LEVEL: PROFESSIONAL STAGE IV
4.0 SUBJECT OBJECTIVES
(a) To equip learners with knowledge in international
logistics and transport operations.
(b) To enable learners apply principles of international
logistics and transport in managing international
imports and export.
5.0 SUBJECT CONTENTS AND LEARNING
OUTCOMES
84
(d) Identify problems associated with inbound and
outbound logistics.
5.3 Transportation
Learners being able to:-
(a) Differentiate unbound and outbound transportation
network.
(b) Describe sutiable routes and related clearance
requirements
(c) Describe route planning and scheduling.
(d) Explain multi-modal transportation.
85
(e) Identify and describe methods of payments in both
international logistics and local logistics.
86
8. Johnson J. C. and Wood D. F. (1999), Contemporary
Logistics, Upper Sadler River N. J., Prentice Hall.
9. Lambert, DM and Stock, J.R. (1999). Strategic
Logistics Management. Singapore, Irwin/McGraw
Hill.
10. Richard E. at al, (2006), World Trade and Payments:
An Introduction, 10th Edition, Prentice Hall.
11. Ruth, A Oxley, J. and Croucher P (2002) Hand book
of Logistic and Distribution Management
12. Taylor, D. (2005) Global cases in logisticc and supply
chian management. The CIPS Bookshop.
13. Visser, H.M. and Van Goor, A.R. (2006) Logistics,
Principles and Practice 1st Ed. Groningen, Wolters-
Noordhoff, ISSBN 9020733044.
87
1.0 SUBJECT: ENTREPRENEURSHIP
90
PROFESSIONAL STAGE FIVE
93
(b) Describe the procedures involved in risk approach
supply chain management auditing.
(c) Describe steps involved in procurement and supply
chain management.
(d) Develop checklist of risk based supply chain auditing.
94
Statutes
95
1.0 SUBJECT: STRATEGIC PROCUREMENT AND
SUPPLY CHAIN MANAGEMENT
97
(g) Explain value analysis/engineering, green
procurement, etc. in achieving procurement objectives.
98
(b) Identify and evaluate the Bull whip effect and
obstancels to coordination in supply chain.
(c) Discuss managerial leaners that help to achive
coordination in supply chain.
(d) Describe actions that facilitate the building strategic
partnership and trust within supply chain.
100
5. Gregory Dess, and G.T. (Tom) Lumpkin, Alan
Eisner, Gerry McNamara (2011) Strategic
management test and cases. MacGraw- Hill/Ilwin.
101
1.0. SUBJECT : RESEARCH METHODOLOGY AND
CONSULTANCY
103
(c) Identify and describe consulting opportunities,
preparation of terms of reference and consulting ethics.
105
6. Jaber F. Gubrium and James A. Holstein (Eds), (2002),
Handbook of Interview Research: Context and
Method, Sage Publications, Inc., London.
106
1.0. SUBJECT: PROCUREMENT AND SUPPLY
CHAIN RISKS MANAGEMENT
107
(f) Evaluate the main risks in the procurement and supply
chain management that can impact in
organizational corporate social responsibility and
sustainability standards.
108
(c) Demonstrate organization, implementation,
monitoring and control of project mitigating risks
in procurement and supply chain.
(d) Describe result-based Management (RBM) in Risk
Management
(e) Apply RBM in Procurement and Supply Chain Risk
Management.
109
2. Bob Pieplow (2012), A Scalable Approach, Project
Delivery. Project Risk Management Handbook.
3. Cho, C.C, Garvey, P. R and Robert J.Giallombado
(1997), A Decision Aid for Prioritizing, Displaying
and Tracking Program ,Risk, Military Operation
Research (www. owors.org)
4. Garvey, P. R. (2000), Marcel Dekker, Inc, 270
Madison Avenue, New York Probability methods for
cost uncertainty Analysis: A Systems Engineering
Perspective,
5. Garvey, P. R (1999), Engineering, John Wiley & Sons
Inc. Risk Management Encyclopedia of Electrical
and Electronics
6. Gorvey, et al (1998), Risk Matrix: An Approach for
Identifying, Assessing and Rankin Program Risks,
Airforce Journal of Logistics Vol.XXII
(www.mitre.org/resources/centre/sepo/risk/risk_matr
ix)
7. Heinz:- Peter, Berg (2010), Risk Management
procedures, methods and experience, Vol. 1,
Bundesant fiir Strontenschutz, Salzgitter, Germany.
8. Parshev, K. V. (2009), Reducing Corruption Risks and
Practices in Public Procurement: Evidence from
Bulgaria Government Monitoring Association, Sofia,
Bulgaria.
9. The Procurement Tool kit-Good Practice Guide-
(December 2012).
10. UN ( 2011), Result-Based Management Handbook
New York, United States.
110
11. UN Procurement capacity development centre, (May,
2012)
12. United Republic of Tanzania (2013), GN No. 446,
(2013), Government Printer, Dsm.
13. United Republic of Tanzania (2011), Act No. 7,
(2011), Government Printer, Dsm.
111