Objectives

The primary objective is to deliver in-house Advanced Microsoft Excel training specifically designed for the Internal Audit and Risk Management Units. The programme aims to equip personnel with data-driven analytical capabilities essential for modern audit work, risk assessment, monitoring, and reporting. By enhancing proficiency in Excel-based data manipulation, automation, and visualization, the municipality seeks to improve the efficiency, accuracy, and strategic impact of its audit and risk management functions, ultimately supporting stronger governance and evidence-based decision-making.

Scope

The successful bidder will provide comprehensive intermediate-to-advanced corporate Excel training delivered on-site at the municipality’s facilities. The training targets ten designated staff members across risk management, financial management, and payroll departments. The scope includes:

• Delivery of structured, practical training modules tailored to municipal audit and risk workflows.
• Provision of a detailed technical approach, sample course manuals, and a clear project execution plan.
• Implementation of quality assurance mechanisms aligned with national User Computing unit standards.
• Submission of a fully compliant bid package meeting all administrative, financial, and preferential procurement requirements.

Technical Requirements

Bidders must satisfy strict administrative and functional evaluation criteria:

• Administrative Compliance: Valid SARS Tax Clearance PIN or CSD registration, proof of non-arrears with municipal rates/services, completed MBD declaration forms, company profile, and original/certified B-BBEE certificate from a SANAS-accredited verification agency. All documentation must be completed in black ink; use of correction fluid (Tipex) is prohibited.
• Functional Threshold: A minimum score of 60 out of 100 points is mandatory in Stage 2. Scoring breakdown: Track record (30 points), Trainer qualifications/expertise (30 points), Methodology/manuals/execution plan (20 points), and Quality assurance/national alignment (20 points).
• References: Three to four signed reference letters confirming prior delivery of similar corporate Excel training programmes.
• Pricing & Contract Conditions: All costs must be inclusive of VAT, quoted as a firm price for the contract duration, and clearly stated in both words and figures on the Form of Offer. The municipality reserves the right to accept any or all bids or cancel the tender.

Skills Requirements

Service providers and their proposed instructors must demonstrate:

• Advanced Excel Mastery: Expert-level competency in complex formulas, pivot tables, data analysis toolpak, dashboard creation, and audit working paper automation relevant to public sector finance and risk functions.
• Trainer Certification: The lead facilitator must hold a Microsoft Office Specialist (MOS) Expert certification or an equivalent nationally recognized credential, alongside proven corporate training delivery experience.
• Curriculum Design: Ability to develop comprehensive training manuals and execution frameworks that comply with national computing unit standards and municipal operational contexts.
• Facilitation Capability: Proven ability to conduct interactive, results-oriented in-house workshops for municipal auditors, accountants, and risk officers.

Notes on Unusual or Complicated Terms

80/20 Preference Point System: A standard South African public procurement evaluation framework where 80 points are allocated to price competitiveness and 20 points to Broad-Based Black Economic Empowerment (B-BBEE) status and specific local economic development goals.

MOS Expert Certification: A globally recognized Microsoft credential that validates advanced, professional-level proficiency in Excel, ensuring the trainer possesses verified technical mastery beyond basic or intermediate user levels.