Tender Summary: Provision of Intermediate and Advanced Microsoft Excel Training

Objectives

The primary objective is to enhance the digital competency of fifteen municipal officials by improving their ability to utilise Microsoft Excel effectively for administrative, financial, reporting, data analysis, and operational functions within the local government environment.

Scope

The appointed service provider will deliver comprehensive, practical training at both Intermediate and Advanced levels. The curriculum will be tailored to municipal workplace requirements and will cover core Excel functionalities, data management, analytical tools, and workflow optimisation. The provider may propose additional relevant modules based on identified municipal needs. Training will be exclusively for fifteen nominated officials, with the final participant roster confirmed by the municipality prior to commencement.

Technical Requirements

• Submit detailed training programmes for both Intermediate and Advanced levels, specifying proposed durations, dates, and delivery structure.
• Clearly indicate whether training will be conducted in separate sessions for each proficiency level.
• Specify venue and equipment requirements, explicitly stating whether hardware, software, and facilities will be supplied by the provider or the municipality.
• Provide all necessary training materials and issue formal completion certificates. Certificates must display the participant’s full name, course title, completion date, and authorised facilitator signature.
• Include a facilitator’s curriculum vitae, relevant technical qualifications, and documented proof of prior Excel training delivery.
• Submit at least two verifiable client references, with preference given to experience in public-sector or municipal training.
• Provide a detailed cost breakdown calculated per hour for fifteen participants, encompassing all materials, certification, and ancillary expenses.
• Comply with payment conditions stipulating that remuneration will only be processed upon verified training completion and submission of all required certificates and supporting documentation.

Skills Requirements

The service provider must demonstrate proven expertise in designing and delivering structured Microsoft Excel training. Facilitators must possess advanced technical proficiency in Excel, strong instructional capabilities, and the ability to contextualise complex functions for municipal administrative workflows. Providers with a documented track record of training government entities or public-sector institutions will receive preferential consideration.

Explanation of Key Procurement Terms

80/20 Preference Points System: An evaluation methodology where eighty percent of the total score is allocated to price competitiveness, and twenty percent is reserved for specific socio-economic goals (ten points for Broad-Based Black Economic Empowerment status level and ten points for business locality within the municipality).

Central Supplier Database (CSD): A mandatory national registry used by South African public entities to verify supplier compliance, tax clearance status, banking details, and historical performance before awarding contracts.

B-BBEE Status Level of Contributor: A regulatory framework measuring a company’s transformation progress across ownership, management control, skills development, enterprise and supplier development, and socio-economic investment. Higher levels yield greater preference points during procurement evaluation.