Tender Summary: Training on Advanced Excel

Objectives

The primary objective is to procure professional training services to equip learners with advanced spreadsheet competencies. The programme aims to enable participants to:

• Demonstrate foundational understanding of spreadsheet principles.
• Create, open, save, and produce spreadsheets according to given specifications.
• Edit, format, and proofread data using built-in application features.
• Utilize specialized printing functions within spreadsheet software.

Scope of Work

The successful service provider will manage the complete delivery lifecycle of the training programme. Responsibilities include:

• Facilitating and delivering structured training sessions.
• Conducting formal learner assessments aligned with national unit standards and quality assurance protocols.
• Arranging or executing independent moderation of assessments to ensure compliance.
• Issuing official certificates of competence and/or statements of results upon successful completion.

Note: The procuring department will exclusively provide the training venue and cater for all attending participants.

Technical Requirements

Bidders must adhere to strict procedural and evaluative criteria:

• Pricing & Validity: Quotations must be firm, inclusive of VAT (if registered), and valid for ninety days from submission.
• Accreditation: Providers must hold current accreditation from a recognized South African quality assurance body (QCTO, CHE, SETA, or UMALUSI) for SAQA ID 116937.
• Mandatory Documentation: Completed SBD 4 (Bidder Disclosure) and SBD 6.1 (Preference Points Claim Form) must accompany the quotation.
• Evaluation Process: A two-stage assessment applies. Stage 1 evaluates functionality out of 100 points, requiring a minimum threshold of 65 points to qualify. Scoring weights company experience in Microsoft training (50 points), facilitator qualifications (30 points), and facilitator experience (20 points).
• Price & Preference: Qualified bidders advance to Stage 3, evaluated under an 80/20 preference point system (80 points for price competitiveness, 20 points for socio-economic transformation goals).

Skills Requirements

The proposed facilitator must meet stringent academic and experiential benchmarks:

• Academic Qualification: Minimum NQF Level 5 degree/diploma in Information Technology, Education and Training Development, Business Administration, Public Administration, Public Governance, or Human Resource Development.
• Professional Registration: Documented proof of active registration as an official assessor and/or moderator.
• Practical Experience: Demonstrated history of facilitating Microsoft Excel, Office, or Microsoft 365 training programmes, substantiated by a detailed CV and verifiable employer reference letters.
• International Credentials: Foreign qualifications must be formally evaluated and certified by the South African Qualifications Authority (SAQA) prior to submission.

Key Terms & Definitions

• 80/20 Preference Point System: A South African public procurement model allocating eighty points based on bid price competitiveness and twenty points for designated socio-economic goals, including black, female, youth, or military veteran ownership, SMME status, and regional location advantages.
• SBD 4 & SBD 6.1: Standard government bidding forms. SBD 4 mandates full disclosure of conflicts of interest and state employment relationships. SBD 6.1 is utilized to claim preference points for qualifying demographic and enterprise categories.
• Accreditation Bodies (QCTO, CHE, SETA, UMALUSI): Official South African regulatory institutions responsible for quality-assuring, accrediting, and certifying education, training, and occupational qualifications across economic sectors.
• SAQA ID 116937: A nationally recognized unit standard defining competency requirements for creating and editing spreadsheets using graphical user interface software at NQF Level 2.