Tender Summary: Sage 300 Training

Objectives

The primary objective is to equip Brand South Africa’s employees—including system users, administrators, and finance professionals—with practical, hands-on training in the Sage 300 People software. The programme aims to enable independent system operation, accurate payroll processing, statutory compliance, and effective generation of HR and management reports.

Scope of Work

• System Navigation & Configuration: Interface mastery, user role assignment, security permissions, and access control management.
• Employee Data Management: Capture, update, and maintain personal/employment records, organisational structures, positions, departments, and leave/master data.
• Payroll Processing: End-to-end monthly payroll cycles, including earnings, deductions, allowances, company contributions, overtime, leave pay, bonuses, salary increases, recalculations, payslip generation, month-end rollovers, and statutory exports.
• Legislative Compliance: Application of South African payroll legislation covering PAYE, UIF, SDL, retirement funds, and medical aids, alongside audit-ready record maintenance.
• Employment Equity: Demographic data capture, occupational level updates, workforce monitoring, and generation of statutory EE reports.
• Reporting & Data Management: Standard HR/payroll reporting, data export for analysis, payroll reconciliation, and production of management information for strategic decision-making.
• Data Accuracy & Security: Implementation of validation techniques, confidentiality protocols, error identification/correction, and adherence to internal payroll controls.

Technical Requirements

• Bidders must hold official Sage Partner status and submit three reference letters on client letterhead verifying prior Sage 300 People training delivery.
• A detailed cost breakdown is required, with line prices listed VAT-exclusive and the total price VAT-inclusive.
• Submission must include completed standard bidding documents (SBD 3, 4, and 6.1), a Central Supplier Database (CSD) report, and a valid B-BBEE certificate or sworn affidavit.
• Quoted pricing must remain valid for at least ninety days.
• The successful provider will operate under Brand South Africa’s supervision, comply with its code of conduct, and receive milestone-based payments within thirty days of satisfactory delivery.

Skills Requirements

• Advanced proficiency in Sage 300 People, enabling instruction on full system functionality and configuration.
• Expertise in executing end-to-end monthly payroll cycles and reconciling complex payroll data.
• Comprehensive knowledge of South African labour, tax, and payroll legislation.
• Ability to generate statutory payroll and Employment Equity reports accurately and efficiently.
• Strong competency in HR data management, validation techniques, and secure handling of sensitive employee information.
• Capacity to translate system outputs into actionable management insights for HR strategy and workforce planning.

Explanation of Key Terms

• 80/20 Preference Points System: A public procurement evaluation method where eighty percent of the scoring is allocated to price competitiveness and twenty percent to designated socio-economic goals (e.g., black ownership, exempted micro-enterprises). Points are only awarded if the bidder submits the required supporting documentation.
• Employment Equity: A South African legislative framework requiring organisations to systematically collect, analyse, and report workforce demographic data to address historical imbalances and ensure equitable representation across all occupational levels.
• Sage Partner: An officially certified vendor authorised by Sage to deliver accredited training, implementation, and support services for Sage software solutions, ensuring trainers meet the software developer’s standards.