Objectives

The primary objective is to equip sixteen (16) qualifying Micro, Small, and Medium Enterprises (MSMEs) participating in the Knysna Municipality’s 2026/27 support programme with foundational financial management competencies. Specific learning outcomes include:

• Achieving accurate financial record keeping.
• Maintaining business records by systematically tracking transactions.
• Recording business transactions in an orderly and structured manner.
• Gaining knowledge of proper financial transaction documentation protocols.
• Developing basic proficiency in preparing, analysing, and adjusting financial statements.
• Understanding fundamental accounting practices for cash flow, inventory, sales, and accounts receivable.

Scope of Work

The successful supplier must deliver a comprehensive three-day basic bookkeeping training programme tailored specifically for MSMEs. The scope encompasses curriculum alignment with the stated learning outcomes, professional facilitation, provision of necessary training resources, and issuance of certificates of attendance upon successful completion. The municipality has established a maximum contract value of R300,000.00 (excluding VAT). All pricing must be itemised according to expected deliverables, and the training must be executed within the agreed timeframe while adhering to municipal quality standards.

Technical Requirements

Bidders must satisfy stringent municipal supply chain management compliance criteria before evaluation. Mandatory technical and administrative requirements include:

• Submission of a valid Tax Clearance Certificate (original only; certified copies are invalid).
• Proof of B-BBEE status level verification.
• Completed Municipal Bidding Document (MBD) declarations covering past SCM practices, independent bid determination, conflict of interest, and municipal account clearance (no arrears exceeding three months).
• Registration on both the Central Supplier Database (CSD) and the municipality’s accredited supplier database.
• A quotation valid for ninety (90) days with a transparent, itemised cost breakdown.
• Acceptance of standard General Conditions of Contract, including performance security provisions, inspection rights, penalty clauses for delays, and payment within thirty days of compliant invoicing.

Skills Requirements

The lead trainer and any supporting facilitators must demonstrate verified expertise in basic bookkeeping and financial administration, with a proven track record of delivering vocational training to small business owners. Required competencies include:

• Proficiency in double-entry bookkeeping, ledger maintenance, and trial balance preparation.
• Practical experience in financial statement preparation, analysis, and adjustment processes.
• Strong instructional design and adult learning facilitation skills, capable of translating complex financial concepts into accessible, actionable knowledge for non-specialist entrepreneurs.
• Ability to manage group dynamics across varying literacy and numeracy levels typical of MSME participants.
• Familiarity with municipal economic development objectives and SMME empowerment frameworks is highly advantageous.

Procurement Terms & Compliance

This tender operates under standard South African public sector procurement legislation. The “80/20” or “90/10” preference point system allocates evaluation scores based on price competitiveness and socio-economic transformation goals, primarily weighted toward B-BBEE certification levels. The CSD serves as the national registry for verifying supplier legitimacy and tax compliance, while the Tax Clearance Certificate confirms active standing with the South African Revenue Service (SARS). MBD forms are statutory compliance instruments designed to prevent collusion, disclose conflicts of interest, and ensure transparency throughout the bidding process. These terms are routine in municipal contracting and reflect standard regulatory frameworks rather than unusual service complexities.