Tender Summary

Objectives

The primary objective is to appoint a qualified and accredited service provider to deliver face-to-face financial administration training to participants of the Expanded Public Works Programme (EPWP) Integrated Grant Community Development initiative within the Free State province. The training aims to equip beneficiaries with practical competencies in financial reporting and proper fund management, concluding with the issuance of official completion certificates.

Scope

The successful bidder will conduct five-day training modules across multiple districts and designated venues in the Free State, including Mangaung Metro, Lejweleputswa (Welkom), Thabo Mofutsanyana (Leratong Children’s Centre and Springfontein Hall), Fezile Dabi (Kroonstad), and Botshabelo. The scope encompasses full training delivery, requiring the provision of all necessary learning materials, a comprehensive training methodology, and aligned course content. The service provider must also facilitate assessments and issue certificates of completion. All pricing must be firm and inclusive of logistics and delivery costs to the specified locations.

Technical Requirements

• Valid accreditation or registration with the relevant Sector Education and Training Authority (SETA).
• Demonstrated experience in delivering similar training courses, supported by proof of past contracts, orders, or appointment letters (project values ranging from R100,000 to over R500,000, not older than five years).
• Submission of a detailed training methodology and course outline specifically tailored to financial administration.
• Full compliance with mandatory administrative documentation, including Standard Bidding Documents (SBDs), Central Supplier Database (CSD) registration, tax clearance PIN/certificate, declaration of interest, and preferential procurement claim forms.
• Firm pricing submitted via the prescribed pricing schedule, with bid validity maintained for 90 days.
• Bids undergo a three-stage evaluation: administrative compliance, functional capability (minimum 70 out of 100 points required to proceed), and final scoring using an 80/20 price-to-specific-goals ratio.

Skills Requirements

• Proven subject-matter expertise in financial administration, accounting principles, and public sector fund management.
• Certified facilitation and instructional design capabilities aligned with SETA unit standards and adult learning principles.
• Ability to develop, print, and distribute practical training resources, manuals, and assessment tools.
• Strong project coordination and logistical planning skills to manage multi-venue, multi-day delivery schedules efficiently.
• Competence in adapting training delivery to suit community development beneficiaries with varying educational backgrounds.

Key Terminology & Clarifications

• EPWP (Expanded Public Works Programme): A South African government initiative designed to create temporary employment opportunities while delivering community infrastructure and social assets.
• SETA (Sector Education and Training Authority): Statutory bodies responsible for overseeing skills development, accreditation, and learnership programs within specific economic sectors in South Africa.
• 80/20 Preference Point System: A procurement scoring model where 80 points are awarded based on competitive pricing, and 20 points are allocated for socio-economic transformation goals (e.g., enterprises owned by women, youth, or persons with disabilities; SMME status; local district presence).
• Note on "Combined Assurance": The phrase appears in the functionality evaluation table but contradicts the tender title and stated scope. The actual requirement focuses exclusively on financial administration training. Bidders should align submissions strictly with financial administration deliverables.