Tender Summary: Financial Management NQF Level 6 Training Programme

Objectives

The primary objective is to procure a qualified training service provider to deliver a structured Financial Management Training Programme at NQF Level 6 to twenty-five (25) municipal delegates. The initiative aims to build internal financial management competencies, ensure compliance with national qualification standards, and support local government capacity development.

Scope of Work

The successful bidder will deliver end-to-end training services, including instructional facilitation, formal assessment, and moderation. The scope encompasses:

• Training delivery aligned with a nationally recognised unit standard.
• Securing and managing a suitable training venue located within the municipality’s geographic boundaries.
• Providing full catering services for all training days, including morning refreshments and lunches for twenty-five participants.
• Conducting readiness assessments, lesson planning, and post-training evaluation to ensure delegates meet competency requirements.

Technical Requirements

• Valid accreditation as a learning and development provider with the relevant sector education and training authority.
• Submission of detailed course content and implementation methodology strictly mapped to the designated unit standard.
• A signed Service Level Agreement confirming provision of a local venue within municipal parameters.
• Proof of prior project experience in the same field (maximum two referenced projects).
• Mandatory submission of regulatory documentation, including Central Supplier Database registration, tax compliance verification, Broad-Based Black Economic Empowerment certification or sworn affidavit, and completed municipal bidding schedules.
• Achievement of a minimum functionality score of eighty percent during the preliminary evaluation stage.
• Fixed, all-inclusive pricing covering training, assessment, moderation, venue hire, and catering, with rates remaining unchanged for the contract duration.

Skills Requirements

• Lead facilitators must hold recognised qualifications and demonstrable experience in delivering Financial Management Training at NQF Level 6.
• An accredited assessor must be appointed to evaluate delegate performance against prescribed competency standards.
• An accredited moderator must oversee assessment quality, consistency, and fairness.
• The provider must exhibit strong instructional design capabilities, classroom management skills, and the ability to translate complex financial concepts into practical, workplace-applicable knowledge.

Notes on Unusual or Complicated Terms

• NQF Level 6: Refers to the sixth tier of the National Qualifications Framework, indicating advanced theoretical knowledge and complex practical application, typically equivalent to a higher certificate or diploma-level qualification.
• Sector Education and Training Authority (SETA) Accreditation: A mandatory regulatory approval granted by industry-specific bodies that validates a provider’s ability to deliver standardised, nationally recognised training and assessments.
• SAQA Unit Standard ID: A unique reference code issued by the South African Qualifications Authority that ensures curriculum alignment, standardisation, and portability of learning outcomes across sectors.
• 80/20 Preference Points System: A procurement evaluation model where eighty percent of scoring is allocated to price competitiveness and twenty percent to socio-economic transformation goals, including BBBEE status and supplier locality.
• Central Supplier Database (CSD): A national government registry used to verify supplier registration, tax compliance, and eligibility for public sector contracts before award.