Tender Summary: Q23/2026/27 Accredited Sport Financial Management Training Programme

Objectives

The primary objective is to strengthen financial governance, accountability, and long-term sustainability within the local sport and recreation sector. The programme aims to equip school sport coordinators, community clubs, federations, and other sport structures with practical financial management capabilities, enabling them to manage funds responsibly, maintain transparent reporting, and meet municipal and funder compliance requirements.

Scope of Work

The appointed service provider will design and deliver an accredited training programme covering seven core modules:

• Sport financial management and governance
• Budgeting and financial planning
• Bookkeeping and record-keeping systems
• Income generation, fundraising, and sponsorship management
• Procurement and expenditure control
• Financial reporting and accountability
• Internal controls and risk management

Deliverables include a detailed training plan, facilitator guide, assessment tools, an inception report, printed and digital learner manuals, stationery, and full logistical coordination with the municipality. The provider must offer learner support, arrange external moderation according to national standards, and submit a comprehensive post-training report detailing attendance, assessment outcomes, moderation results, certification status, photographic evidence, and strategic recommendations. Certification will be issued through a recognised accrediting body.

Technical Requirements

Bidders must achieve a minimum functional score of 70 out of 100 during the initial evaluation phase. Essential requirements include:

• A valid accreditation agreement with CATHSSETA or another relevant SETA/QCTO body, authorising the delivery, assessment, moderation, and certification of financial management unit standards.
• Proof of past performance via reference letters for at least three similar programmes delivered to community, non-profit, or sport entities within the previous five years.
• A lead facilitator holding a relevant financial qualification and registered as both an assessor and moderator.
• A methodology demonstrating clear alignment with local sport structures, a realistic timeline, and specified post-training value-added support.
• All-inclusive pricing in South African Rand, valid for 90 days, covering facilitation, assessment, moderation, certification, travel, accommodation, printing, and administration. The municipality supplies the venue; travel reimbursements follow the official SARS rate, and accommodation must comply with municipal cost-containment policies.
• Standard compliance documentation, including a Tax Compliance Status PIN, B-BBEE verification certificate or sworn affidavit, proof of up-to-date municipal account payments, and declarations confirming independence from restrictive practices and past supply chain misconduct.

Skills Requirements

The service provider must demonstrate advanced expertise in sport-specific financial management, including governance frameworks, budgeting, bookkeeping, fundraising, sponsorship acquisition, procurement controls, financial reporting, and risk management. Proven experience in developing accredited curricula, creating facilitator resources, and designing practical assessment tools is essential. The team must possess strong instructional design capabilities, logistical coordination skills, and the ability to provide ongoing learner support. Facilitators must be qualified financial professionals registered with a recognised SETA or QCTO as assessors and moderators. Additional competencies include proficiency in producing digital and printed learning materials, conducting external moderation processes, compiling detailed analytical reports, and delivering actionable recommendations for organisational sustainability. Familiarity with the South African sports funding landscape and municipal compliance requirements is highly advantageous.

Key Terminology Explanation

SETA/QCTO: Sector Education and Training Authorities and the Quality Council for Trades and Occupations are national bodies that oversee vocational training, set industry standards, and accredit providers for specific occupational fields.
CATHSSETA: The Culture, Arts, Tourism, Hospitality, and Sport Sector Education and Training Authority, responsible for accrediting and certifying training programmes within the sports and recreation sector.
B-BBEE: Broad-Based Black Economic Empowerment is legislation designed to redress historical inequalities by promoting economic participation, ownership, and management by historically disadvantaged groups.
80/20 Scoring System: A preferential procurement evaluation method where 80% of points are awarded based on price competitiveness and 20% are allocated for specific socio-economic goals such as B-BBEE status and supplier locality.