Objectives

The primary objective of this tender is to provide capacity building interventions for funded non-profit organizations (NPOs) during the 2026/2027 financial year. Specifically, the training aims to enhance financial management and records management skills among NPOs to ensure compliance with legislative requirements such as the PFMA, Treasury Regulations, and the Social Sector Funding Policy. The overarching goal is to strengthen governance, promote ethical management, and improve the effective utilization of funds by funded organizations.

Scope

The scope of the project includes:

• Delivering a 2-day training program on Financial Management and Records Management for approximately 500 NPO participants across all 12 districts in KwaZulu-Natal.
• Training will cover key topics such as PFMA in relation to transfer payments, invoice registers, payment to staff registers, income and expenditure cashbooks, and deposits.
• Training sessions will be conducted in the language of choice by NPOs from each district, with the aim of building capacity in financial compliance and record keeping.
• Provision of certificates of attendance and submission of a close-up report post-training.
• Training locations will be in various districts, including Amajuba, uMzinyathi, uThukela, uMgungundlovu, uGu, Harry Gwala, eThekwini South, eThekwini, iLembe, North King Cetshwayo, uMkhanyakude, and Zululand.

Technical Requirements

The technical requirements for the service provider include:

• Provision of experienced trainers with relevant qualifications and a minimum of four years’ facilitation experience in financial and records management.
• Development and submission of a detailed training methodology, implementation plan, and course manual aligned with the specified standards.
• Use of training materials in the language of the participants.
• Preparation and submission of a training report and certificates within one month after completion.
• Compliance with compulsory requirements such as registration on the Central Suppliers Database, tax clearance, and adherence to procurement policies.
• Ability to deliver training in a manner that ensures understanding, organization, and practical application of financial management principles.

Skills Requirements

The service provider must demonstrate:

• Strong facilitation skills with qualified trainers experienced in financial management training.
• Proven ability to train adult learners effectively, with a focus on practical application.
• Capability to develop tailored training content, including manuals and implementation plans.
• Experience in working with non-profit organizations and understanding of legislative frameworks such as PFMA and Treasury Regulations.
• Good organizational and project management skills to coordinate training across multiple districts within tight timeframes.
• Ability to produce comprehensive reports and certificates promptly after training completion.