Tender Summary: Advanced Microsoft Excel Training

Objectives

The primary objective is to upskill six (6) Johannesburg Tourism Company employees in advanced Microsoft Excel capabilities. The training aims to transition participants beyond foundational spreadsheet operations, equipping them with practical competencies in data analysis, structured reporting, performance monitoring, strategic decision-making, and workflow automation that can be immediately applied across operational departments.

Scope of Services

The successful bidder will deliver a classroom-based workshop titled Advanced Microsoft Excel: Data Analysis, Reporting and Dashboard Development. The programme must integrate practical case studies, collaborative group exercises, and workplace-specific assignments. Mandatory deliverables include:

• A certificate of completion for each participant
• A post-training practical assignment to reinforce learning
• Customised Excel templates designed for ongoing workplace use

All training materials, templates, and outputs developed during the engagement shall vest as intellectual property in the Johannesburg Tourism Company.

Technical Requirements

• Complete Quotation: Bidders must quote for every item in the pricing schedule; any omission results in automatic disqualification.
• Accreditation: Proof of valid accreditation as a training provider is compulsory.
• Pricing Structure: All amounts must be quoted in South African Rand, inclusive of VAT, and classified as firm prices (fixed except for statutory adjustments such as VAT or customs levies). Prices must also cover all delivery-related costs.
• Payment Terms: No upfront payments will be issued. Successful bidders must sustain adequate cash flow until services are rendered and officially accepted via purchase order.
• Compliance Documentation: Submission of standard municipal bidding documents is mandatory, including Central Supplier Database (CSD) registration, valid SARS Tax Clearance Certificate, proof of non-arrears on municipal accounts, and completed declarations regarding conflicts of interest, supply chain conduct, and independent bid determination.
• Evaluation Model: An 80:20 scoring system applies, with 80 points allocated to price competitiveness and 20 points to preferential procurement goals (e.g., black-owned, women-owned, youth-owned, disability-owned enterprises, businesses within the City of Johannesburg jurisdiction, and SMME status).
• Contract Execution: Services will be ordered strictly through official purchase orders. Quantities are indicative and may be adjusted within prescribed procurement thresholds.

Skills Requirements

• Expert-level proficiency in advanced Excel functions, including complex formulae, data modelling, pivot tables, conditional formatting, dashboard creation, and automation tools (e.g., Power Query, macros/VBA).
• Proven ability to design and facilitate interactive classroom workshops utilising real-world case studies and group-based problem solving.
• Competence in assessing learner performance through practical assignments and providing targeted feedback.
• Experience in developing corporate-grade, reusable Excel templates aligned with business reporting and analytical workflows.
• Familiarity with South African public sector procurement compliance, accreditation verification, and municipal bidding documentation standards.

Explanation of Unusual or Complicated Terms

• 80:20 Preference Point System: A standard South African public procurement evaluation framework where 80% of total points are awarded based on price competitiveness, and 20% are reserved for socio-economic transformation goals, including black economic empowerment, local business participation, and support for historically disadvantaged groups.
• MBD Forms: Municipal Bidding Documents mandated by the City of Johannesburg to ensure legal, financial, and ethical compliance. These include declarations of interest, past supply chain management conduct, independent bid determination certificates, and municipal account status confirmations.
• Firm Prices: Quoted rates that remain fixed throughout the contract lifecycle, adjustable only for statutory changes such as VAT increases or customs/excise levies.
• Exchange Rate Cover: Financial hedging required if pricing depends on foreign currencies, protecting the client against adverse currency fluctuations during contract execution.