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REQUEST FOR BIDPROFESSIONAL SERVICES

BID DETAILS

BID NUMBER: FAS/TL/PD/BP/CON0695/Y15

CLOSING Date: Thursday, 5 March 2015Time: 11:00

DESCRIPTION: PIVOTAL AND NON-PIVOTALPROGRAMMES ALIGNED TO THE TOP TEN SCARCE SKILLS IN THE FASSET SECTOR. PROGRAMMES SHOULD LEAD TO THE COMPLETION OF AN ACADEMIC QUALIFICATION OR A PROFESSIONAL BODY QUALIFICATION AND/OR DESIGNATION IN ANY SECTOR OF THE ECONOMY INCLUDING THE FASSET SECTOR AT NQF 6 - 8

BRIEFING SESSION: A compulsory briefing session will be held on Wednesday, 25 February 2015 at 11:00 at Fasset Offices in Gauteng.

DETAILS OF BIDDER

Organisation/individual:

Please indicated whether it is the original or copy, tick the applicable block

ORIGINAL COPY NR:

Procurement process administered by Fasset

Bid No: FAS/TL/PD/BP/CON0695/Y15Fasset Development Projects

Bid DocumentGlossary

GLOSSARY

Award Conclusion of the procurement process and final notification to the effect to the successful bidder

B-BBEE Broad-based Black Economic Empowerment Act, 2003 (Act No. 53 of 2003) and the Codes of Good Practice issued thereunder by the Department of Trade and Industry

Bid Written offer in a prescribed or stipulated form in response to an invitation by Fasset for the provision of goods, works or services

Contractor Organisation with whom Fasset will conclude a contract and potential service level agreement subsequent to the final award of the contract based on this Request for Bid

Core Team The core team are those members who fill the non-administrative positions against which the experience will be measured.

dti Department of Trade and Industry

EME Exempted Micro Enterprise in terms of the Codes of Good Practice

Fasset Finance and Accounting Services Sector Education and Training Authority (Seta)

GCC General Conditions of Contract

IP Intellectual Property

NIPP National Industrial Participation Programme

Original Bid Original document signed in ink, orCopy of original document signed in ink, orSubmitted Facsimile of original document signed in ink

Originally certified To comply with the principle of originally certified, a document must be both stamped and signed in original ink by a commissioner of oaths.

PIVOTAL Pivotal programmes mean professional, vocational, technical and academic learning programmes that result in qualifications or part qualifications registered on the NQF

Placement Placement is defined in this document refers to:

Placement of learners into employment; or

Placement of learners into a higher qualification; or

Placement of learners onto a professional body qualification; or

Placement of learners onto a learnership; or

Placement of learners onto an internship.

SCM Supply Chain Management

SLA Service Level Agreement

Bid No: FAS/TL/PD/BP/CON0695/Y15 Fasset Development ProjectsBid Document

Content Page

DOCUMENTS IN THIS BID DOCUMENT PACK

Bidders are to ensure that they have received all pages (95) of this document, which consist of the following sections:

SECTION ANote: Documents in this section are for information to or the instruction of bidders and must not be returned with bids.

Part 1: Background

Part 2: Bid Submission Conditions and Instructions

Part 3: General conditions of contract

Part 4: Terms of Reference

Part 5: Evaluation Process/Criteria

Part 6: Contract Form (Rendering of Services) (Parts 1 & 2)(The pro forma contract is only included for bidders to take note of the contents of the contract that will be entered into with the successful contractor)


Content Page

SECTION BNotes:

The submission template is compulsory and represents the minimum requirements for submission.

Incomplete submissions or omission of any of the required sections may result in the bid being deemed non-responsive.

Bidders may add any such additional information/ documents as deemed applicable as annexures where appropriate.

Documents in this section must be completed and returned or supplied with bids as prescribed.

1. Pre Compliance Checklist: Please complete the required fields and provide evidence.2. Proof of accreditation of Non-Pivotal programmes and Proof of Registration of Qualifications / Part Qualifications (SAQA): Please provide evidence.

Failure to meet the requirements in “1”and “2” above will result in the bid being eliminated.

SECTION B1: DOCUMENTS / SUPPORTING EVIDENCE

Part 1: Tax Clearance Certificate

Part 2: Company Registration Documents

Part 3: Invitation to Bid

Part 4: Declaration of Interest

Part 5: Declaration of bidder’s past SCM practices

Part 6: Certificate of Independent Bid Determination

Part 7: Preference Points Claim form in terms of the Preferential Procurement Regulations 2011

Part 8: Declaration Certificate for Local Production and Content for Designated Sectors

Part 9: Special Conditions of Contract

SECTION B2: PROPOSAL

Part 1: Company Profile

Part 2: Project Plan

Part 3: Strategy

Part 4: References

Part 5: Compulsory CV template

Part 6: Pricing Schedule


Content Page

SECTION A

Note: Documents in this section are for information to or the instruction of bidders and must not be returned with bids.

Section divider and / or Tab


Section A Part 1: Background

BACKGROUND

Fasset is a statutory body established through the Skills Development Act of 1998 to enable its stakeholders to advance the national and global position of the industry for finance, accounting, management consulting and other financial services.

The members of a Seta include employers, trade unions, professional bodies, government departments and bargaining councils, where relevant, from each industrial sector. The Seta landscape was revised to 21 Setas in April 2011.

The objectives of Fasset are:

To develop the competence of employees and potential employees:

Improving the quality of life of employees, their prospects of work and labour mobility

Improving productivity in the workplace and the competitiveness of employers Promoting self-employment in situations where the sector is experiencing job

shrinkage.

To increase the levels of investment in education and training and to optimise the return on this investment

To position this sector as the sector of career choice for prospective learners and entrants into the labour market

To encourage employers and employees to adopt a culture of lifelong learning through:

Using the workplace as an active learning environment Providing employees with the opportunities to acquire new skills Providing opportunities for new entrants and potential entrants into the sector labour

market and enhancing access to opportunities to gain work experience.

To support the objectives of the Employment Equity Act of 1998 To enhance access to learning opportunities and to facilitate the recognition of prior

learning To ensure the quality of education and training in the sector To expand the provision of education and training in this sector through sound

partnerships with public and private sector service providers To encourage greater cooperation between the public and private sectors To co-operate with the South African Qualifications Authority and other Setas, in

support of the objectives of the Act

All the bids by Fasset are intended to promote the objectives of Fasset.


Section A Part 2: Bid Submission Conditions and Instructions

BID SUBMISSION CONDITIONS AND INSTRUCTIONS

CONDITIONS AND INSTRUCTIONS THAT BIDDERS NEED TO TAKE NOTE OF

1 FRAUD AND CORRUPTION

1.1 All providers are to take note of the implications of contravening the Prevention and Combating of Corrupt Activities Act, Act No 12 of 2004 and any other Act applicable.

2 BRIEFING SESSION

2.1 Compulsory Briefing Session

2.1.1 A compulsory briefing session will be held in Gauteng on Wednesday, 25 February 2015 at 11:00 at Fasset Offices. People arriving more than 15 minutes late will not be allowed into the venue and will be deemed not to have attended the briefing session.

2.2 General notes related to the Briefing Session

2.2.1 Any additional or specific instructions will be emailed to all potential bidders if required.

2.2.2 Bidders should bring their own copies of the bid documentation to the briefing session as bid documents will not be made available at the session.

2.2.3 Any individual wishing to bid must attend the briefing in person OR send a representative who will perform a senior role in the project. Any organisation wishing to bid must send a senior representative who will be part of the delivery team. For bids from a Consortium or Joint Venture, a senior representative of at least one of the organisations must attend the briefing. Bids from individuals, organisations or consortia of organisations that have not met the attendance requirements will not be considered.

2.2.4 Any clarification required by a bidder regarding the meaning or interpretation of the Terms of Reference, or any other aspect concerning the bid, is preferably to be requested at the briefing session. Bidders are advised to study this document before attending the briefing session and to have all their questions ready.

2.2.5 All those attending the briefing session will be issued with minutes of the session within 3 days of the briefing session, forwarded electronically.

3 CLARIFICATIONS/ QUERIES

3.1 Telephonic requests for clarification will not be accepted. Any clarification required by a bidder regarding the meaning or interpretation of the Terms of Reference, or any other aspect concerning the bid, is to be requested in writing (letter, facsimile or e-mail) from Nomandla Mtetwa on [email protected] by not later than 16:00 on Monday, 2 March 2015. A reply will be forwarded within three (2) working days. All questions and answers will be published on the Fasset website and e-mailed to all prospective bidders after the above date. The bid number should be mentioned in all



correspondence. If appropriate, the clarifying information will be made available to all bidders by e-mail only.

4 SUBMITTING BIDS

4.1 One (1) original plus four (4) hard copies as well as one (1) soft copy (CD) of the bid (The soft copy should be submitted in either MS Word or editable PDF format), i.e. FIVE documents and a CD must be handed in/delivered to:

DEPOSITED IN THE BID/TENDER BOX SITUATED AT(Street address)

Fasset, Building 3, Ground Floor, 299 Pendoring Road, Blackheath, Randburg

OR

* POSTED TO: The Core Function Manager, Fasset,P O Box 6801, Cresta, 2118, Gauteng.

OR

HANDED IN AT RECEPTION SITUATED AT(Street address)

Fasset, Building 3, Ground Floor, 299 Pendoring Road, Blackheath, Randburg, prior to the official closure time and the bidder must complete and sign the register which is kept by the Receptionist.

No faxed or e-mailed bids will be accepted

Bidders should ensure that bids are delivered to Fasset before the closing date and time to the correct physical address.

If the bid is late, it will not be accepted for consideration.* Refer to Paragraph 5 below”.

Bids can be delivered and deposited into the bid/tender box between 08:00 and 16:30, Mondays to Thursdays and 08:00 to 16:00 on Fridays, prior to the closing date, and between 08:00 and 11:00 on the closing date.

All bids must be submitted on the official template (not to be re-typed).

4.2 Only bids that are submitted as one (1) original and four (4) copies will be accepted as valid and responsive. The original and copies will be distributed to the tender evaluation panel, and must contain the same information and must all be neatly marked and professionally presented.

4.3 NB: Bidders must indicate on the cover of each document whether it is the original or a copy. Copies must be numbered, e.g. Copy 1.



4.4 Bids should be submitted in a sealed envelope, marked with:

Bid number (FAS/TL/PD/BP/CON0695/Y15) Closing date and time Thursday, 5th March 2015 at 11h00 The name and address of the bidder

4.5 Documents submitted on time by bidders shall not be returned.

5 LATE BIDS

5.1 Bids received late shall not be considered. A bid will be considered late if it arrived even one second after 11:00 or any time thereafter. The tender (bid) box shall be locked at exactly 11:00 and bids arriving late will not be considered under any circumstances. Bids received late shall be returned unopened to the bidder. Bidders are therefore strongly advised to ensure that bids be despatched allowing enough time for any unforeseen events that may delay the delivery of the bid.

5.2 The official Telkom time (dial 1026) will be used to verify the exact closing time.

5.3 Bids sent to the Fasset via normal post or any other mechanism shall be deemed to be received at the date and time of arrival at the Fasset premises (tender/bid box or reception). Bids received at the physical address after the closing date and time of the bid, shall therefore be deemed to be received late.

6 DIRECTIONS TO FASSET OFFICES FOR DELIVERY OF BIDS

Respondents should allow time to access the premises due to security arrangements that need to be observed.

6.1 Directions from N1 Pretoria / Polokwane

Follow the N1 (Ben Schoeman) highway in a southerly direction towards Johannesburg, past Midrand

At the Buccleuch Interchange, follow the signs toward Roodepoort / Bloemfontein onto the N1 highway

Proceed straight on the N1 highway, past the following turnoffs: Rivonia Road, William Nicol, Malibongwe

Take the next turnoff, Beyers Naude Drive and turn left into Beyers Naude Drive

After ± 1.9kms, turn right into Pendoring Road Past McDonalds on your left. At the next traffic intersection, turn left into 299

Pendoring (± 300m from the corner).

6.2 Directions from O.R Tambo International Airport

On exiting the airport, follow the signs for Johannesburg, which will lead you onto the R24 highway

The R24 highway links up with the N12 highway just before Gillooly’s Interchange

At Gillooly’s Interchange, follow the signs for Pretoria, onto the N3 highway Travel north on the N3 highway, past the following turnoffs, Linksfield,

Modderfontein, London Road and Marlboro Drive



At the Buccleuch Interchange, the N3 highway will become the N1 highway. Follow the Roodepoort / Bloemfontein signs

Proceed straight on the N1 highway, past the following turnoffs: Rivonia Road, William Nicol, Malibongwe

Take the next turnoff, Beyers Naude Drive and turn left into Beyers Naude Drive

After ± 1.9kms, turn right into Pendoring Road Pass McDonalds on your left. At the next traffic intersection, turn left into 299

Pendoring (± 300m from the corner).

DIRECTIONS TO FASSET

Bidders should allow time to access the premises due to security arrangements that need to be observed.



7 PAYMENTS

7.1 Fasset will pay the Contractor the fees set out in the final contract according to the table of deliverables. No additional amounts will be payable by the Fasset to the Contractor.

7.1.1 The Contractor shall from time to time during the currency of the contract, invoice the Fasset for the services rendered.

7.1.2 The invoice must be accompanied by supporting source document(s) containing detailed information, as Fasset may reasonably require, for the purposes of establishing the specific nature, extent and quality of the services which were undertaken by the Contractor.

7.1.3 No payment will be made to the Contractor unless an original tax invoice complying with section 20 of the VAT Act No 89 of 1991, as amended, has been submitted to the Fasset.

7.1.4 Payment shall be made by bank transfer into the Contractor’s bank account normally 30 days after receipt of an acceptable, original, valid tax invoice. Money will only be transferred into a South African bank account. (Banking details must be submitted as soon as the bid is awarded).

7.2 The Contractor shall be responsible for accounting to the appropriate authorities for its income tax, VAT or other moneys required to be paid in terms of the applicable law.


Section A Part 3: General Conditions of Contract

8 GENERAL CONDITIONS OF CONTRACT

8.1 The General Conditions of Contract must be accepted. The GCC can be downloaded from the Fasset website. Please refer to link below:

http://www.fasset.org.za/Downloads/Procurement/General_Conditions_of_Contract_July_2010.pdf




Section A Part 4: Terms of Reference

TERMS OF REFERENCE (TOR)

1. OVERALL OBJECTIVE

Fasset requires the services of one or more suitably qualified service providers (from public Universities and Universities of Technology as listed by DHET and Professional Bodies who are able to deliver programmes mapped to one of the top ten identified scarce skills in the Fasset’s Sector Skills Plan (SSP)). Providers should be located in South Africa and may propose PIVOTAL and NON-PIVOTAL programmes on NQF levels 6 – 8. Bidders may submit separate bids IRO programmes that will run concurrently in one year e.g. bid 1 – improve pass rates from first year to second year, bid 2 – improve pass rates from second year to third year, and bid 3 - improve pass rates from third year to fourth year. Alternatively, providers can submit one bid that addresses all three levels in one bid. Programmes may lead to any one of the following objectives or a combination thereof:

For Public Universities and Universities of Technology: Programmes for undergraduates students: Progression from one academic year to

another e.g. 1st to 2nd year, and/or from 2nd to 3rd year and/or from 3rd to 4th year. (Programmes may address any one part or multiple parts of the academic progression route where a blockage(s) is identified.) The proposed programmes must show an increase in throughput rates of at least 10% higher than that of similar candidates in previous years.

OR For final year students: Completion of a qualification and placement of 70% of the

candidates (see definition of placement in the glossary).

For all bidders: Completion of a professional body qualification and placement where appropriate:

The proposed programme(s) must show a significant increase in throughput rates of at least 10% higher than that of similar candidates in previous years;

OR Attainment of a Professional Body designation as obtained via an assessment

process: The proposed programme must show a significant increase in throughput rates of at least 10% higher than that of similar candidates in previous years. NB: If the programme is aimed at unemployed candidates then a minimum of 70% of the candidates must be placed into the workplace in fulltime employment.

Ideally, the programme should be completed by 31 March 2016.

NB: This funding window is only open to public Universities, Universities of Technology as listed by DHET and Professional Bodies who are able to deliver programmes that will address the top 10 scarce skills as listed in Fasset’s Sector Skills Plan (SSP) as indicated in the table below.* Any applicant not meeting the above criteria will be eliminated.



Figure 1: Top 10 Scarce Skills int he Fasset Sector

2. COMPETENCY AND EXPERTISE REQUIREMENTS

2.1 As a minimum criteria, respondents to this bid are required to be fully conversant with and have extensive proven experience in the following: Literacy and Numeracy assessments; Recruitment assessments; The provision and delivery of PIVOTAL and/or NON-PIVOTAL training programmes

at an accredited and recognised training institution; Soft skills training; Computer literacy training; PIVOTAL and/or NON-PIVOTAL academic training course development, specifically

for programmes aligned to Universities, Universities of Technology and/or to Professional Bodies in the Fasset sector.

In addition, Providers must:

2.2 Understand Fasset's aims and objectives, 2.3 Understand the relevant Government Acts/legislation, including:

The Skills Development Act (SDA) of 1998 as amended; and The Public Finance Management Act (PFMA).

2.4 Be accredited:- It is assumed that Universities and Universities of Technology are registered with the

Department of Higher Education and Training (DHET). However, proof of registration with SAQA as well as proof of accreditation and/or registration (where required) of any qualification offered as part of this bid must be provided.

Professional Bodies must provide proof of accreditation of any qualification or part qualification offered as part of this bid; and have a qualification registered on the NQF (for PIVOTAL programmes).



Bidders must provide proof of a registered designation with SAQA or provide proof via other means of industry recognition in South Africa for the proposed designation (for non-PIVOTAL programmes)

3. CONDUCT OF WORK

3.1 The Service Provider is expected to, at all times behave and conduct themselves in a professional manner, with respect to: Professionalism; Presentation; Language; Punctuality; Honesty; and Reporting of any fraud or irregular activities.

4. ROLES AND RESPONSIBILITIES

ROLES RESPONSIBILITIESService provider Fasset

1. Project Plan Provide a comprehensive project plan, for approval by Fasset, including, but not limited to the following:o The plan must demonstrate a clear solution as

proposed by the respondent.o The plan must contain sufficient detail to allow

an analysis of the solution to determine the sustainability and feasibility of the solution.

o Provide sufficient details on how the project would be organised.

o Provide a clear indication of the NQF level(s) being proposed.

o Demonstrate a clear link to Government’s as well as Fasset’s Strategic Imperatives, as detailed below:

A strategic contribution to government’s growth, employment and development strategies. Each project proposal should indicate the

geographical region(s)/district(s) to which it will make a contribution. Projects should also indicate a link to Government’s Medium Term Strategic Framework (MTSF), the Human Resource Development Strategy for South Africa (HRD SA), the National Development Plan (NDP), as well as the Industrial Policy Action Plan (IPAP) which contributes towards the achievement of the country’s new economic growth and social development goals. Read more at www.info.gov.za.

Alignment to the National Skills Development Strategy (NSDS III). Each project proposal should indicate the

contribution to the achievement of NSDS

Vet and approve the project plan.



targets. Fasset will only fund interventions that

cater for 100% African Black candidates.

Fasset recommends a recruitment ratio of 54% women and 4% people with disabilities.

Alignment to Fasset’s top ten Scarce Skills requirements as listed in the Sector Skills Plan (SSP). Proposals will be given preference

according to Fasset’s SSP skills hierarchy, as detailed in our SSP Update on Fasset’s website (http://www.fasset.org.za/about/Sector_Skills_Plan.aspx).

Evidence should be used to show that the project(s) proposed have the potential to contribute to economic and employment growth and/or social development of the sector and the broader economy.

The lead or primary service provider will be responsible for collating all the discrete levels into a consolidated service pack and managing the service delivery against this consolidated service pack.

2. Value Adds Respondents are welcome to propose additions to the original scope for consideration by Fasset. This additional value proposition will form part of the overall proposed solution but must be priced separately in the space provided in the pricing schedule.

Fasset will consider the feasibility of including this over and above the proposed solution.

3. Unique Skill Sets

Describe any unique skill sets that you will utilise. Elaborate on how these skill sets would differentiate your organisation from its competitors.

Fasset will consider unique skills when evaluating the functionality element of proposed projects.

4. Course Material

Develop / utilise quality assured and accredited course material.

Vet and approve all course material.

5. Marketing Market the project in the media e.g. Radio, press, flyers according to Fasset’s regulations and approval thereof.

Market the project and assist with recruitment through Fasset’s media e.g. website, newsletters, correspondence.

6. Recruitment and Selection

Provide Fasset with a Recruitment and Selection Strategy as part of the proposal which highlights a plan for recruiting and selecting suitable candidates who have the requisite skills to enter and successfully complete the programme proposed. Recruitment and selection must take the following into account:o The number of learners recruited and trained

historically has ranged from 50 to 550 per project. Larger projects have also historically conducted training in groups. Smaller groups of learners may be proposed with sufficient justification;

o Learners have been recruited locally and nationally across all nine provinces;

o Specific considerations have been made for the recruitment of learners with disabilities;

Vet and approve recruitment strategy as part of the overall strategy proposed.



o The recruitment methodology has historically been Service Provider initiated and implemented, however assessment methods must be benchmarked against national standards (e.g. SAQA, HET, FET and/or Professional Body); andProposed learner numbers which are subsequently accepted may not be amended without Fasset’s approval.

7. Database Establish a database that meets Fasset’s requirements, in order to keep an accurate record of learner participation and attendance throughout the project.Providers will be required to present information on a monthly and quarterly basis, as per the DHET requirements.

Review monthly submissions to ensure the on-going success of the project.Facilitate and co-ordinate quarterly reporting to the DHET.

8. Academic Training Programme

Train learners for placement IN any sector of the economy including the Fasset Sector.For Public Universities and Universities of Technology: Programmes for undergraduates students:

Progression from one academic year to another e.g. 1st to 2nd year, and/or from 2nd to 3rd year and/or from 3rd to 4th year. (Programmes may address any one part or multiple parts of the academic progression route where a blockage(s) is identified.) The proposed programmes must show an increase in throughput rates of at least 10% higher than that of similar candidates in previous years.

OR For final year students: Completion of a

qualification and placement of 70% of the candidates (see definition of placement in the glossary).

For all bidders: Completion of a professional body

qualification and placement where appropriate: The proposed programme(s) must show a significant increase in throughput rates of at least 10% higher than that of similar candidates in previous years;

OR Attainment of a Professional Body

designation as obtained via an assessment process: The proposed programme must show a significant increase in throughput rates of at least 10% higher than that of similar candidates in previous years. NB: If the programme is aimed at unemployed candidates then a minimum of 70% of the

Monitor / Moderate / Quality Assure the programme.



candidates must be placed into the workplace in fulltime employment.

Programmes may include academic and/or technical support as well as soft skills.

9. Mentorship Provide a comprehensive mentorship programme for the duration of the project and for a period of no less than 6 months after the project.


10. Learner Allowances Meals (& Accommodation)

Make provision for allowances, travelling and meals. (& Accommodation where appropriate)


11. Monitoring/ Moderating/ Quality Assurance

o Conduct regular assessments / testing of learners;

o Ensure regular assessment of the content of the programme; and

o Provide regular reporting.

o Review assessments / tests;o Review results;o Arrange regular site visits by

Fasset stakeholders;o Conduct regular surveys ; ando Facilitate visits from third party

providers; and strategic partners.

12. Placement and Pass rates

All options below must be mapped to one of the top ten identified scarce skills in the Fasset SSP For Undergraduates students: Progression

in academic years from 1st to 2nd year, and/or from 2nd to 3rd year and/or from 3rd to 4th year. (Programmes may address any part of the academic progression route where an identified blockage is prevalent.) The proposed programmes must show a significant increase in throughput rates of at least 10% higher than the pass rates of similar candidates in previous years.

For final year students: Completion of the academic year in a qualification, for example, 3rd year BCom students into honours or into the workplace in fulltime employment, on learnerships or internships; OR 4th year students into further studies or into the workplace in fulltime employment, on learnerships or internships.

For Professional Body learners: Completion of a professional body qualification. The proposed programmes must show a significant increase in throughput rates of at least 10% higher than the pass rates of similar candidates in previous years; and/or

For Professional Body learners: Attainment of a professional body designation through assessment. The proposed programme must show a significant increase in throughput rates of at least 10% higher than the admission rates of similar candidates in previous years.

Vet and approve the placement and pass rate strategy.Track placement and pass rates throughout the project’s life cycle, and verify with learners and employers.



The proposal should include:o Learner tracking and monitoring, during

the course and for at least 6 months after completion.

13. Risk Management

Provide Fasset with a Risk Management Strategy as part of the proposal which highlights a plan for risk mitigation.

Vet and approve the risk management strategy

14. Ceremonies/ Graduations

Plan and arrange opening ceremonies, as well as graduation / certification ceremonies (where appropriate), in accordance with Fasset’s policies, as well as availability.

Attend and communicate to Fasset stakeholders as appropriate.

15. Reporting & Invoicing

Reports on progress, together with invoices, are to be submitted electronically and in hard copy to the Fasset Project Manager on a monthly basis. This is to include a day to day management of the service delivery, based on the approved Table of Deliverables, whereby the Service Provider will be expected to gather performance statistics, information on service delivery, learner detail, risk mitigation and a financial update in accordance with Fasset requirements.

Review and approve Project Progress Reports, approve monthly deliverables and facilitate payment in respect thereof.

16. Meetings Attend Progress Meetings / Feedback Sessions. Facilitate and attend regular Progress Meetings / Feedback Sessions.

17. Provisions Provide all printed training material, supplies and other training equipment as required for the learners of this project.


5. SCOPE OF THE PROJECT

SERVICE PROVIDERS WILL BE REQUIRED TO:

5.1 Ensure that the programme is concluded by 31st March 2016. Ensure that a tracking and monitoring report is submitted by 30 September 2016. Any extension of time should be justified as part of the proposal and / or discussed and agreed with Fasset at the time of contracting.

5.2 Conduct a Training Programme, which may lead to any one of the following objectives or a combination thereof:

For Public Universities and Universities of Technology: Programmes for undergraduates students: Progression from one academic year to

another e.g. 1st to 2nd year, and/or from 2nd to 3rd year and/or from 3rd to 4th year. (Programmes may address any one part or multiple parts of the academic progression route where a blockage(s) is identified.) The proposed programmes must show an increase in throughput rates of at least 10% higher than that of similar candidates in previous years.

OR For final year students: Completion of a qualification and placement of 70% of the

candidates (see definition of placement in the glossary).

For all bidders:



Completion of a professional body qualification and placement where appropriate: The proposed programme(s) must show a significant increase in throughput rates of at least 10% higher than that of similar candidates in previous years;

OR Attainment of a Professional Body designation as obtained via an assessment

process: The proposed programme must show a significant increase in throughput rates of at least 10% higher than that of similar candidates in previous years. NB: If the programme is aimed at unemployed candidates then a minimum of 70% of the candidates must be placed into the workplace in fulltime employment.

5.3 Provide technical and/or academic support as required, to achieve the proposed certificate / qualification / designation.

5.4 Align the programme to achieve National Skills Development Strategy III (NSDS III) transformation objectives i.e. Each project proposal should indicate the contribution to the achievement of the NSDS III

targets. Fasset will only fund interventions that cater for 100% African Black candidates. Fasset recommends a recruitment ratio of 54% women and 4% people with disabilities.

5.5 Align the programme to address Fasset’s top ten Scarce & Critical Skills requirements: Proposals that address Fasset’s Scarce & Critical skills hierarchy, will be given preference.

Refer to details on Fasset’s website: (http://www.fasset.org.za/about/Sector_Skills_Plan.aspx).

5.6 Recruit and select suitable candidates who have the requisite skills to enter and successfully complete the academic and / or professional qualification / designation aligned to the Fasset SSP.5.6.1 The number of learners recruited and trained historically has ranged from 50 to 550 per

project. Larger projects have also historically conducted training in groups. Smaller numbers of learners may be proposed if justified.

5.6.2 Learners have been recruited locally and nationally.5.6.3 Specific considerations must be made for the recruitment of learners with disabilities.5.6.4 The recruitment methodology has historically been Service Provider initiated and

implemented, however assessment methods must be benchmarked against national standards (e.g. SAQA, HET, TVET and/or Professional Body).

5.6.5 Proposed learner numbers which are subsequently accepted may not be amended without Fasset’s approval.

5.7 Monitor/Moderate/Quality Assure the programme based on the following: Conduct regular assessment of learners; Ensure regular assessment of the content of the programme; and Provide regular reporting.

5.8 Ensure that the programme meets the proposed outcomes as stipulated in 5.2

5.9 Providers need to be aware that Fasset research might be conducted on the project(s) at the project venue. This would require an additional 6 days to be included in the project schedule and providers are required to account for these days in their project plans.



6. EXPECTED OUTCOMES AND DELIVERABLES

6.1 A comprehensive project plan is produced and approved.6.2 A complete set of academic and soft skills course material appropriate to the delivery of

the programme is available.6.3 Suitable learners are recruited, selected and assessed according to pre-set programme

criteria.6.4 Academic and Soft skills Training Programme is delivered in accordance with the SLA.6.5 Academic/technical support is provided in accordance with the SLA.6.6 Learners are mentored throughout the programme and for 6 months after the programme

has ended.6.7 For students progressing from one academic level to another:- Learners are

assessed at the completion of each level of the proposed qualification in accordance with the SLA.

6.8 For final year academic students:- Learners are assessed at completion of the proposed qualification in accordance with the SLA; and are placed in the workplace in fulltime employment on Learnerships and/or Internships, IN any sector, including Fasset.

6.9 For completion of a professional body qualification and placement where appropriate: The proposed programme(s) must show a significant increase in throughput rates of at least 10% higher than that of similar candidates in previous years.

6.10 For the attainment of a Professional Body designation via an assessment process: The proposed programme must show a significant increase in throughput rates of at least 10% higher than that of similar candidates in previous years. NB: If the programme is aimed at unemployed candidates then a minimum of 70% of the candidates must be placed into the workplace in fulltime employment.

6.11 An improved pass rate as benchmarked against past achievements. The pass rate achieved should be at least 10% higher than the national pass rate for exams that are nationally benchmarked.

6.12 Admission to professional body membership. The admission rate achieved should be at least 10% higher than achieved in previous years for similar candidates.

6.13 Learners are certificated at the successful completion of the programme.6.14 Reports are produced monthly, are vetted and accepted.6.15 Programme risks are monitored, evaluated and mitigated regularly in accordance with the

SLA.6.16 Meetings are attended as required.6.17 A comprehensive closure report is submitted in accordance with the SLA.6.18 A monitoring and tracking report is produced within 6 months after closure.

(This report should be linked to the table of deliverables and should be budgeted for.)


Section A Part 5: Evaluation Process/Criteria

ALL BIDDERS MUST TAKE NOTE OF THE EVALUATION PROCESS THAT WILL BE FOLLOWED

1 EVALUATION PROCESS

1.1 COMPLIANCE WITH MINIMUM REQUIREMENTS

1.1.1 All bids duly lodged as specified in the Request for Bid will be examined to determine compliance with bidding requirements and conditions. Bids with obvious deviations from the requirements/conditions, will be eliminated from further consideration.

1.2 COMPLIANCE WITH MINIMUM REQUIREMENT FOR LOCAL PRODUCTION AND CONTENT FOR THE DESIGNATED SECTOR (IF APPLICABLE)

1.2.1 The Declaration Certificate for Local Production and Content (SBD6.2) together with the Annex C (Local Content Declaration: Summary Schedule) must be completed, duly signed and submitted by the bidder at the closing date and time of the bid.

1.2.2 The rates of exchange quoted by the bidder in paragraph 4.1 of the Declaration Certificate will be verified for accuracy.

1.2.3 Bids will be evaluated in terms of the minimum threshold stipulated in the bid document. Bids submissions that do not meet the minimum threshold as stipulated will be eliminated from further evaluation.

1.3 DETERMINATION OF SCORE FOR FUNCTIONALITY

1.3.1 The evaluation criteria and weights for functionality as indicated in the table below, will apply.



Functionality 100Is the programme proposed a aligned to the top ten scarce skills in the Fasset sector? YES/NO

Is the programme proposed at the correct NQF level 6 - 8? (IF NO, ELIMINATE) YES/NOIs the Bidder or associates of the bidder accredited? IndicateIs the bidder a Public University or University of Technology as listed by DHET or a Professional Body who is able to deliver programmes that will address the top 10 scarce skills as listed in Fasset’s Sector Skills Plan (SSP?) (IF NO, ELIMINATE)

YES/NO

Experience of prospective contractor 15.00Capacity to manage a programme of this size 5.00Relevant experience in delivery of Pivotal and Non-Pivotal Programmes and course development 5.00

Experience with Setas, education and training environment as well as National Skills Development III imperatives. 3.00

Alignment to Government's Medium Term Strategic Framework (MTSF), the Human Resource Development Strategy for South Africa (HRD SA), the National Development Plan (NDP), as well as the Industrial Policy Action Plan (IPAP) which contributes towards the achievement of the country’s new economic growth and social development goals

2.00

Technical approach / Methodology 25.00

The project plan contains sufficient detail to allow an analysis of the solution to determine the sustainability and feasibility of the solution proposed. 10.00

Evidence is provided of quality-assured / accredited technical and academic training delivery proficiency. 5.00

Evidence is provided of proficiency in the delivery of soft skills training. 5.00

The proposed programme is clearly aligned to Fasset’s Scarce & Critical Skills requirements, ie the bidder clearly indicates how the proposed programme aligns to the top ten scarce skills as detailed in the SSP.

5.00

Recruitment and Selection Strategy 15.00

The recruitment strategy highlights a plan for recruiting suitable candidates who have the requisite skills to enter the programme and successfully progress academically, attain a qualification / designation and/or be placed.

4.00

The selection strategy highlights a plan for shortlisting of applicants, and includes interviews, credit and criminal checks, psychometric assessment, and numeracy/literacy/computer literacy assessment at a minimum. Proof of proficiency / possible arrangements with named sub-contractors, where applicable, is included.

4.00

Proposed learner number is feasible as benchmarked against similar past projects. 3.00

The proposed strategy and plan includes consideration of recruitment of learners from rural areas. 2.00

The recruitment strategy specifies a marketing and communications campaign for obtaining interest and commitment from both learners and employers 2.00



Programme Outcome 15.00The proposed implementation strategy appears to meet the project objectives and deliverables, i.e. the Academic Bridging Programme is at NQF level 6 / 7 and/or 8. 15.00

Programmes for undergraduates students: Progression from one academic year to another e.g. 1st to 2nd year, and/or from 2nd to 3rd year and/or from 3rd to 4th

year. (Programmes may address any one part or multiple parts of the academic progression route where a blockage(s) is identified.) The proposed programmes must show an increase in throughput rates of at least 10% higher than that of similar candidates in previous years.For final year students: Completion of a qualification and placement of 70% of the candidates (see definition of placement in the glossary).Completion of a professional body qualification and placement where appropriate: The proposed programme(s) must show a significant increase in throughput rates of at least 10% higher than that of similar candidates in previous years;Attainment of a Professional Body designation as obtained via an assessment process: The proposed programme must show a significant increase in throughput rates of at least 10% higher than that of similar candidates in previous years. NB: If the programme is aimed at unemployed candidates then a minimum of 70% of the candidates must be placed into the workplace in fulltime employment.Risk Management Strategy 10.00A full risk register is provided. 5.00Risk mitigation is sufficiently detailed. (Failure to detail mitigations may result in the bid being considered non-responsive). 5.00

Monitoring and Evaluation Strategy 10.00A comprehensive mentorship and coaching programme has been included for the duration of the project and for a period of no less than 6 months after the project 5.00

At minimum, the monitoring strategy includes a sampling methodology in relation to the placement strategy. Ideally, the monitoring strategy ensures that all learners are sufficiently monitored on an individual basis, through a variety of tools and processes

5.00

Capability of staff to be used 10.00CVs indicating relevant expertise and experience of team (lecturers / trainers / facilitators). 5.00

CVs, expertise and experience of project manager / team leader 5.00

1.3.2 The score for functionality should be calculated as follows:

Each panel member shall award values for each individual criterion on a score sheet. The value scored for each criterion shall be multiplied with the specified weighting for the relevant criterion to obtain the marks scored for the various criteria. These marks should be added to obtain the total score for functionality.

The score of each panel member shall be added together and divided by the number of panel members to establish the average score obtained by each individual bidder for functionality.

1.4 ELIMINATION OF PROPOSALS ON GROUNDS OF FUNCTIONALITY



1.4.1 Bids that score less than 70% of the marks available for functionality will be eliminated from further consideration. Marks will therefore not be awarded for their cost proposals or for preference.

1.5 DETERMINATION OF SCORE FOR PRESENTATIONS

1.5.1 The Fasset may decide to have compulsory presentations made either by all bidders who have obtained at least 70% of the marks for functionality, or by the bidders ranked first to a maximum of six, but not less than the three highest scoring bidders, once the price and preference marks have been combined.

1.5.2 Presentations shall only affect the marks awarded for functionality. If the Fasset wishes to use presentations to discriminate between bidders, the evaluation criteria to be affected shall be determined in advance and due allowance made in the mark scheme and indicated in paragraph above.

1.5.3 Points determined by the presentation will be awarded to each bidder by each member of the Bid Evaluation Committee and then an average calculated. Such score will be added to the original score for functionality.

1.5.4 A bidder will be disqualified if the combined score for functionality fails to meet the minimum threshold for functionality as per paragraph 1.2 above.

1.6 PRICE AND B –BBEE STATUS LEVEL POINTS

1.6.1 All remaining bids will be evaluated as follows:

1.6.2 The 90/10 preference point system will be applied. Points for price and B-BBEE status level certificate will be awarded in accordance with the stipulations in the Preference Point Claim Form in terms of the Preferential Procurement Regulations, 2011.

1.6.3 If appropriate, implied contract price adjustments will be made to the cost proposals of all remaining bids.

1.6.4 The point scored for the B-BBEE status level certificate for each acceptable quotation will now be added to the price point.

1.6.5 The Evaluation Committee may recommend that the contract be awarded to the respondent obtaining the highest aggregate mark as determined by 1.6.4 or to a lower scoring quotation on justifiable grounds.

1.7 ADJUDICATION OF BID

1.7.1 The Bid Adjudication Committee will consider the recommendations and make the final award. The successful bidder will usually be the service provider scoring the highest number of points or it may be a lower scoring bid on justifiable grounds or no award at all.


Section A Part 6: Contract Forms

Contract FormsPart 6

√ The Contract Forms Below are only a sample

If you are awarded a project, the contract forms below will be signed.

I FULLY UNDERSTAND THIS SECTION!



Section A Part 6: Contract Form

CONTRACT FORM: RENDERING OF SERVICES

THIS FORM MUST BE FILLED IN DUPLICATE BY BOTH THE SERVICE PROVIDER (PART 1) AND THE PURCHASER (PART 2). BOTH FORMS MUST BE SIGNED IN THE ORIGINAL SO THAT THE SERVICE PROVIDER AND THE PURCHASER WOULD BE IN POSSESSION OF ORIGINALLY SIGNED CONTRACTS FOR THEIR RESPECTIVE RECORDS.

PART 1 (TO BE FILLED IN BY THE SERVICE PROVIDER)

1. I/we hereby undertake to render services described in the attached bidding documents to Fasset in accordance with the requirements and task directives/proposals specifications stipulated in Bid Number FAS/TL/PD/BP/CON0695/Y15 at the price/s quoted. My/our offer/s remain binding upon me/us and open for acceptance by the Purchaser during the validity period indicated and calculated from the closing date of the bid.

2. The following documents shall be deemed to form and be read and construed as part of this agreement:

2.1 Bidding documents, viz Invitation to bid Tax clearance certificate Pricing schedule(s) Technical Specification, terms of reference/task directive/proposal Preference claims for Broad Based Black Economic Empowerment Status Level of Contribution

in terms of the Preferential Procurement Regulations 2011; Certificate: Local Production and Content (if applicable) Declaration of interest Declaration of bidder’s past SCM practices Certificate of Independent Bid Determination Special Conditions of Contract

2.2 General Conditions of Contract

2.3 Other (specify)

3. I/we confirm that I/we have satisfied myself as to the correctness and validity of my/our bid; that the price(s) and rate(s) quoted cover all the services specified in the bidding documents; that the price(s) and rate(s) cover all my obligations and I accept that any mistakes regarding price(s) and rate(s) and calculations will be at my own risk.

4. I/we accept full responsibility for the proper execution and fulfilment of all obligations and conditions devolving on me/us under this agreement as the principal liable for the due fulfilment of this contract.

5. I/we declare that I/we have no participation in any collusive practices with any bidder or any other person regarding this or any other bid.

6. I confirm that I am duly authorised to sign this contract.

NAME (PRINT) WITNESSESCAPACITY 1SIGNATURE 2NAME OF FIRM DATE:DATE


Section A Part 6: Contract Form

CONTRACT FORM: RENDERING OF SERVICES

PART 2 (TO BE FILLED IN BY THE PURCHASER)

1. I ……………………………………………………..……………… in my capacity as …………………………………………….. accept your bid under reference number ……………………………………………. dated ……………………………………. for the rendering of services indicated hereunder and/or further specified in the annexures.

2. An official order indicating service delivery instructions is forthcoming.

3. I undertake to make payment for the services rendered in accordance with the terms and conditions of the contract within 30 (thirty) days after receipt of an invoice.

DESCRIPTION OF SERVICE

PRICE (ALL APPLICABLE TAXES

INCL)COMPLETION DATE

B-BBEE STATUS LEVEL OF

CONTRIBUTION

4. I confirm that I am duly authorised to sign this contract.

SIGNED AT ON

NAME (PRINT)

SIGNATURE

OFFICIAL STAMP WITNESSES

1

2

DATE:


Section B

Bid Submission TemplateSection B

√ Tick to verify criteria met

All the required details below have been submitted and / or typed in Arial font, 11 pt as required

Fasset has been contacted via email to clarify any discrepancy iro the requirement

I FULLY UNDERSTAND THE REQUIREMENTS IN THIS SECTION!



Section B: Bid submission template cover page

REQUEST FOR BIDPROFESSIONALSERVICES

BID DETAILS

BID NUMBER: FAS/TL/PD/BP/CON0695/Y15

CLOSING Date: Thursday, 5th March 2015Time: 11:00

DESCRIPTION: PROGRAMMES THAT WILL LEAD TO COMPLETION OF ACADEMIC AND/OR PROFESSIONAL BODY QUALIFICATIONS AND/OR DESIGNATIONS IN ANY SECTOR, INCLUDING FASSET: NQF 6 - 8

BRIEFING SESSION: AttendedSee Section A 1: Bid Submission Conditions and Instructions for the detail of the briefing session and other information that the bidder needs to take note of.

NAME OF BIDDER

Organisation/individual:

Please indicated whether it is the original or copy, tick the applicable block

ORIGINAL COPY NR:

Procurement process administered by Fasset



SUBMISSION GUIDELINE

Only proposals that meet the prerequisite functionality criteria will be considered:

The organisation has submitted an Employment Equity Plan to the Department of Labour,

unless the organisation is exempt in terms of the Employment Equity Act.

The programme is aligned with the vision, mission, Sector Skills Plan and strategic targets set

by Fasset.

The programme falls within the scope of coverage of the Fasset sector i.e. The intervention

addresses scarce & critical skills required by the sector as a priority, as identified by Fasset

funded research or Fasset’s Sector Skills Plan.

The recipients of the intervention already or will fall within the Fasset sector as well as any

other sector of the economy.

The programme is not solely to the benefit of the individual/organisation applying.

The pricing of the programme falls within the budget constraints of Fasset.

A provider proposing more than one project in response to this bid must complete a separate

bid submission for each unique project proposed.



BIDDER DETAILS (Complete details required below: This must be typed not handwritten)

Company Registered NameCompany Trade NameRegistration Number

Qualification TitlePart Qualification TitleUnit Standard(s)SAQA ID Nr

Contact DetailsName and SurnameID NumberE-mail AddressTelephone NumberCell Number

Please complete all open fields in the pre-compliance checklist on the next page and take specific note of eliminating criteria. Evidence of compliance must be provided in the relevant section.



PRE COMPLIANCE CHECKLIST

Attended Compulsory info session IF NO BID WILL BE ELIMINATED

Original + 4 copies and soft copy of bid submitted? IF NO BID WILL BE ELIMINATED

Invitation to bid completed and signed

Special conditions of bid and contract signed

Original valid tax certificate IF NO BID WILL BE ELIMINATED

Declaration of interest signed

Declaration of bidders past SCM practices signed

Certificate of Independent Bid Determination (SBD 9)

Bidder's own conditions

Business (Company) Registration Certificate

VAT registration certificate (insert here)Income tax reference number (insert here)Company PAYE number (insert here)Company UIF number (insert here)

Skills Development Levy registration number

Contactable referencesVendor acceptable with reference to National Treasury "Restricted List" IF NO BID WILL BE

ELIMINATED

Vendor acceptable with reference to National Treasury "Tender Defaulters List" IF NO BID WILL BE

ELIMINATED

Original valid BEE certificate, or originally certified copy thereof, certificate issued by accounting officer or registered auditor

IF NO MARK N/A

Copy of company incorporation certificate(s)Employment Equity compliance and plansHIV and Aids policyPriceFeesExpenses/DisbursementsTotal excluding VATVATTotal including VATPerson daysAverage per day

Any other Comments:Fixed rates?


Section B: Bidder details

NB: FAILURE TO PROVIDE THE DOCUMENTATION BELOW WILL RESULT IN THE BID BEING ELIMINATED!

Proof of Registration and Accreditation

√ Programmes from public higher education institutions:

Submit copy of qualification / part qualification as per SAQA’s website to prove valid and current registration on the NQF.

For programmes other than those within the scope of quality assurance of the Council of Higher Education, submit proof of accreditation from the relevant Quality Assurance Body. The proof of accreditation must stipulate the qualification / part qualification to be delivered as part of the proposal.

Programmes, which are not full qualifications, require proof that the programme constitutes credits towards a full qualification registered on the NQF.

Programmes from other institutions:

Submit copy of qualification / part qualification as per SAQA’s website to prove valid and current registration on the NQF.

Submit proof of accreditation from the relevant Quality Assurance Body. The proof of accreditation must stipulate the qualification / part qualification to be delivered as part of the proposal.

Fasset has been contacted to clarify any discrepancy iro the requirement


Please include all registration certificates and accreditation documents in this section before proceeding to the next section.



Section B 1 Documents/ Supporting Evidence

Documents / Supporting EvidenceSection B1


All the required details below have been submitted and / or typed in Arial font, 11 pt where required

Fasset has been contacted via email to clarify any discrepancy iro the requirement




Section B 1 Bid Submission

SECTION B1 DOCUMENTS / SUPPORTING EVIDENCE

Notes: Submission of the documents below is compulsory and represents the

minimum requirements for submission. Incomplete submissions or omissions of any of the required documents may

result in the bid being deemed non responsive. In the case of consortiums / joint ventures, all of the documents below must

be submitted for each entity participating in the consortium or joint venture.

Tick to verify criteria met

√

Briefing Session: Colour coded letter of attendance of compulsory briefing session with a Fasset stamp and signature

Part 1: Valid and Original Tax Clearance Certificate

Part 2: Company Registration Documents

Part 3: Invitation to Bid – Signed!

Part 4: Declaration of Interest

Part 5: Declaration of Bidder’s Past SCM Practices

Part 6: Certificate of Independent Bid Determination

Part 7 Preference Points Claim Form: Preferential Procurement Regulation, 2011 (attach originally verified valid B-BBEE status level certificate)

Part 8: Declaration Certificate for Local Production / Content

Part 9: Special Conditions of Contract – Acknowledged and Signed!


Section B 1 Part *: Letter of Attendance

Letter of Attendance:Briefing Session

Section B

Failure to provide a letter of attendance will result in the bid being eliminated!



Section B 1 Part 1: Tax Clearance Certificate

Tax Clearance CertificateSection B1 Part 1


Expiry date must be valid on the bid closing date

Certificate must be valid and original

A valid and original tax clearance certificate has been submitted for each of the entities participating in a consortium / joint venture

Tax exempt organisation are also required to provide an original Tax Clearance Certificate issued by SARS





Section B1 Part 1: Tax Clearance Certificate

TAX CLEARANCE CERTIFICATE REQUIREMENTS

It is a condition of bid (tender) that the taxes of the successful bidder must be in order, or that satisfactory arrangements have been made with South African revenue Services (SARS) to meet the bidder’s tax obligations.

1. In order to meet this requirement, bidders are required to complete in full the form TCC 001 “Application for a Tax Clearance Certificate” and submit it to any SARS branch office nationally. The Tax Clearance Certificate Requirements are also applicable to foreign bidders/ individuals who wish to submit bids.

2. SARS will then furnish the bidder with a Tax Clearance Certificate that will be valid for a period of 1 (one) year from date of approval.

3. The original Tax Clearance Certificate must be submitted together with the bid. Failure to submit the original and valid Tax Clearance Certificate will result in the invalidation of the bid. Certified copies of the Tax Clearance Certificate will not be acceptable.

4. In bids where Consortia / Joint ventures / Sub-contractors are involved, each party must submit a separate Tax Clearance Certificate.

5. Copies of the TCC 001 “Application for a Tax Clearance Certificate” form are available from any SARS branch office nationally or on the website www.sars.gov.za.

6. Applications for Tax Clearance Certificates may also be made via eFiling. In order to use this provision, taxpayers will need to register with SARS as eFilers through the website www.sars.gov.za.

http://www.sars.gov.za/


Section B1 Part 2: Company Registration Documents

Company Registration DocumentsSection B1 Part 2


Proof of company registration

Income Tax Registration

Any other related documents

All the above documentation has been included for all Consortium / JV partners




Bid No: FAS/TL/PD/BP/CON0695/Y15 Fasset Bid Document

Section B1 Part 3: Invitation to Bid

Invitation to BidSection B1 Part 3


Bidders details have been completed in full (Typed not handwritten)

Invitation to Bid is signed

Any and all critical partners are listed in full IRO Consortiums / Joint Ventures






INVITATION TO BID

YOU ARE HEREBY INVITED TO BID FOR REQUIREMENT OF THEFASSET

BID NUMBER FAS/TL/PD/BP/CON0695/Y15

6 March 2015 CLOSING TIME 11:00

DESCRIPTION ACADEMIC PROGRAMMES THAT WILL LEAD TO COMPLETION OF ACADEMIC AND/OR PROFESSIONAL BODY QUALIFICATIONS AND/OR DESIGNATIONS IN ANY SECTOR INCLUDING THE FASSET SECTOR: NQF 6 – 8 (PIVOTAL OR NON-PIVOTAL)

VALIDITY Offer to be valid for 90 days from the closing date of the bid.

The successful bidder will be required to fill in and sign a written Contract Form

BID DOCUMENTS MAY BE:

DEPOSITED IN THE BID/TENDER BOX SITUATED AT(Street address)

Fasset, Building 3, Ground Floor, 299 Pendoring Road, Blackheath, Randburg

OR

*POSTED TO: The Core Function Manager, Fasset, P O Box 6801, Cresta, 2118, Gauteng.

ORHANDED IN AT RECEPTION SITUATED AT(Street address)

Fasset, Building 3, Ground Floor, 299 Pendoring Road, Blackheath, Randburg,prior to the official closure time and the bidder must obtain a receipt, indicating the time of delivery, from the receptionist.

No faxed or e-mailed bids will be accepted

Bidders should ensure that bids are delivered to Fasset before the closing date and time to the correct physical address.

If the bid is late, it will not be accepted for consideration.*Refer to Paragraph 5 of the “Bid Submission Conditions of Bid and Instructions”.

Bids can be delivered and deposited into the bid/tender box between 08:00 and 16:30, Mondays to Thursdays and 08:00 to 16:00 on Fridays, prior to the closing date, and between 08:00 and 11:00 on the closing date.

All bids must be submitted on the official forms (not to be re-typed).

This bid is subject to the Preferential Procurement Policy Framework Act and the Preferential Procurement Regulations, 2011, the General Conditions of Contract (GCC) and, if applicable, any other Special Conditions of Contract

Bids submitted that do not comply with the following may not be considered for evaluation:

1.1 A bid that is not in the format prescribed.1.2 A bid without some or all of the required documents.1.3 Pricing schedules not in the required format.1.4 Bids without the required number of copies.

Any queries regarding bidding procedures and technical information may be directed to:Name: Tania Lee

Tel.:



Fax:

e-Mail [email protected]

All bidders must furnish the following particulars and include it in their submission(Failure to do so may result in your bid being disqualified)

Name of bidder:

VAT registration number

Valid, original Tax Clearance Certificate submitted YES / NO

Postal address:

Street address:

Telephone number: Code Number

Cellular number:

Facsimile number: Code Number

e-Mail address:

Has a B-BBEE status level verification certificate been submitted

YES / NO

If yes, who was the certificate issued by?

An Accounting Officer as contemplated in the close Corporation Act (CCA)

A Verification Agency accredited by the South African accreditation system (SANAS) or

A registered Auditor

(A B-BBEE STATUS LEVEL VERIFICATION CERTIFICATE MUST BE SUBMITTED IN ORDER TO QUALIFY OF PREFERENCE POINTS FOR B-BBEE)

In case of a consortium/joint venture, full details on consortium/joint venture members:

Entity nameVAT registration number

Tax Clearance Certificate submitted YES / NO





Name of contracting entity in case of a consortium/joint venture

Entity name:

Postal address:

Street address:



Contact details of responsible person who will act on behalf of the entity/consortium/joint venture for this bid

Name and Surname


Cellular number:


e-Mail address:

Contact details of alternative responsible person who will act on behalf of the person above should he/she not be available

Name and Surname


Cellular number:


e-Mail address:

Domicilium

Fasset chooses the following as its domicilium citandi et executandi for all purposes of and in connection with the final contract:

Fasset, Block A,Building 3, Ground Floor, 299 Pendoring Road,Blackheath, Randburg

The bidder must indicate its domicilium citandi et executandi for all purposes of and in connection with the final contract.

Confirmation

Are you the accredited representative in South Africa for the services offered by you: YES / NO

Declaration

I/We have examined the information provided in your bid documents and offer to undertake the work prescribed in accordance with the requirements as set out in the bid document. The prices quoted in this bid are valid for the stipulated period. I/We confirm the availability of the proposed team members. We confirm that this bid will remain binding upon us and may be accepted by you at any time before the expiry date.

Signature of bidder:

Date:

Are you duly authorised to commit the bidder: YES / NO

Capacity under which this bid is signed

TOTAL BID PRICE (INCLUSIVE OF VAT)


Section B1 Part 4: Declaration of interest

Declaration of InterestSection B1 Part 4


Declaration of Interest has been signed by principal bidder

Declaration of Interest has been signed for each Consortium / JV partner






DECLARATION OF INTEREST1. Any legal person, including persons employed by the State1, or persons having a kinship with persons employed

by the State, including a blood relationship, may make an offer or offers in terms of this invitation to bid (includes an advertised competitive bid, limited bid or proposalor a written price quotation,). In view of possible allegations of favouritism, should the resulting bid, or part thereof, be awarded to persons employed by the State, or to persons connected with or related to them, it is required that the bidder or his/her authorised representative declare his/her position in relation to the evaluating/ adjudicating authority where –

1.1. The bidder is employed by the State; and/or

1.2. The bidder is a Management Board member of Fasset and/or

1.3. The legal person on whose behalf the bidding document is signed, has a relationship with persons/a person who are/is involved in the evaluation and or adjudication of the bid(s), or where it is known that such a relationship exists between the person or persons for or on whose behalf the declarant acts and persons who are involved with the evaluation and or adjudication of the bid.

2. In order to give effect to the above, the following questionnaire must be completed and submitted with the bid.

2.1. Full Name of bidder or his or her representative:

2.2. Identity Number:

2.3. Position occupied in the Company (director, trustee, shareholder, member, etc2):

2.4. Registration number of company, enterprise, close corporation, partnership agreement or trust

2.5. Tax Reference Number:

2.6. VAT Registration Number:

2.6.1. The names of all directors/ trustees/ shareholders/ members, their individual identity numbers, tax reference numbers and, if applicable, employee/ PERSAL numbers must be indicated in paragraph 3 below

2.7. Are you or any person connected with the bidder presently employed by the State? YES / NO

2.7.1. If so, furnish the following particulars

Name of person/ director/ trustee/ shareholder/member:

Name of State institution at which you or the person connected to the bidder is employed:

Position occupied in the State institution:

1 “State” means(a) Any national or provincial department, national or provincial public entity or constitutional institution within the meaning of the

Public Finance Management Act, 1999 (Act No 1 of 1999);(b) Any municipality or municipal entity;(c) Provincial legislature;(d) National Assembly or the National Council of Provinces;(e) Parliament.

2“Shareholder” means a person who owns shares in the company and is actively involved in the management of the enterprise or business and exercises control over the enterprise



Any other particulars:

2.7.2. If you are presently employed by the state, did you obtain the appropriate authority to undertake remunerative work outside employment in the public sector? YES / NO

2.7.2.1. If yes, did you attach proof of such authority to the bid document? YES / NO

(Note: Failure to submit proof of such authority, where applicable, may result in the disqualification of the bid.)

2.7.3. If no, furnish reasons for non-submission of such proof:

2.8. Did you or your spouse, or any of the company’s directors/trustees/ shareholders/members or their spouses conduct business with the State in the previous twelve (12) months?

YES / NO

2.8.1. If so, furnish the following particulars.

2.9. Do you, or any person connected with the bidder, have any relationship (family, friend, other) with a person employed by the State and who may be involved with the evaluation and or adjudication of this bid?

YES / NO


2.10. Are you, or any person connected with the bidder, aware of any relationship (family, friend, other) between any other bidder and any person employed by the State who may be involved with the evaluation and or adjudication of this bid?

YES / NO


2.11. Do you or any of the directors/trustees/shareholders/members of the company have any YES / NO



interest in any other related companies whether or not they are bidding for this contract?


3. Full details of directors/ trustees/ members/ shareholders.

Full Name Identity Number Personal Income Tax Reference No

State Employee Number/ PERSAL Number

DECLARATION

I, THE UNDERSIGNED (NAME)

CERTIFY THAT THE INFORMATION FURNISHED IN PARAGRAPHS 2 AND 3 ABOVE IS CORRECT. I ACCEPT THAT THE STATE MAY REJECT THE BID OR ACT AGAINST ME SHOULD THIS DECLARATION PROVE TO BE FALSE.

Signature Date

Position Name of bidder


Section B1 Part 5: Declaration of Bidder’s Past SCM Practices

Declaration of Bidders Past SCMPractices

Section B1 Part 5


Declaration of Past SCM Practices has been signed by principal bidder

Declaration of Past SCM Practices has been signed by all Consortium / JV partners





Section B1 Part 5: Declaration of Bidder’s Past SCM Practices

DECLARATION OF BIDDER'S PAST SUPPLY CHAIN MANAGEMENT PRACTICES

1 This declaration will be used by institutions to ensure that when goods and services are being procured, all reasonable steps are taken to combat the abuse of the supply chain management system.

2 The bid of any bidder may be disregarded if that bidder, or any of its directors have:

a. abused the Fasset’s supply chain management system;b. committed fraud or any other improper conduct in relation to such system; orc. failed to perform on any previous contract.

3 In order to give effect to the above, the following questionnaire must be completed and submitted with the bid.

Item Question Yes No3.1 Is the bidder or any of its directors listed on the National Treasury’s database of

Restricted Suppliers as companies or persons prohibited from doing business with the public sector?(Companies or persons who are listed on this database were informed in writing of this restriction by the Accounting Officer/ authority of the institution that imposed the restriction after the audialterampartem rule was applied).The database of Restricted Suppliers now resides on the National Treasury’s website (www.treasury.gov.za) and can be accessed by clicking on its link at the bottom of the homepage.

Yeso

Noo

3.1.1 If so, furnish particulars:

3.2 Is the bidder or any of its directors listed on the Register for Tender Defaulters in terms of section 29 of the Prevention and Combating of Corrupt Activities Act (No 12 of 2004)?The Register for Tender Defaulters can be accessed on the National Treasury’s website, (www.treasury.gov.za ) by clicking on its link at the bottom of the homepage.

Yeso

Noo


3.3 Was the bidder or any of its directors convicted by a court of law (including a court outside of the Republic of South Africa) for fraud or corruption during the past five years?

Yeso

Noo


3.4 Was any contract between the bidder and any organ of state terminated during the past five years on account of failure to perform on or comply with the contract?

Yeso

Noo


CERTIFICATION

I, THE UNDERSIGNED (FULL NAME) ………………………………………………………………………………………….CERTIFY THAT THE INFORMATION FURNISHED ON THIS DECLARATION FORM IS TRUE AND CORRECT.

I ACCEPT THAT, IN ADDITION TO CANCELLATION OF A CONTRACT, ACTION MAY BE TAKEN AGAINST ME SHOULD THIS DECLARATION PROVE TO BE FALSE.

Signature Date

Position Name of Bidder

http://www.treasury.gov.za/

http://www.treasury.gov.za/


Section B1 Part 6: Certificate of Independent Bid Determination

Certificate of Independent Bid Determination

Section B1 Part 6


Certificate of Independent Bid Determination has been signed by principal bidder

Certificate of Independent Bid Determination has been signed by all Consortium / JV partners






CERTIFICATE OF INDEPENDENT BID DETERMINATION

I, the undersigned, in submitting the accompanying bid:

FAS/TL/PD/BP/CON0695/Y15:ACADEMIC PROGRAMMES THAT WILL LEAD TO COMPLETION OF ACADEMIC AND/OR PROFESSIONAL BODY

QUALIFICATIONS AND/OR DESIGNATIONS IN ANY SECTOR INCLUDING THE FASSET SECTOR: NQF 6 - 8

in response to the invitation for the bid made by:

FASSET(Name of Institution)

do hereby make the following statements that I certify to be true and complete in every respect:

I certify, on behalf of: _______________________________________________________that:(Name of Bidder)

1. I have read and I understand the contents of this Certificate;

2. I understand that the accompanying bid will be disqualified if this Certificate is found not to be true and complete in every respect;

3. I am authorized by the bidder to sign this Certificate, and to submit the accompanying bid, on behalf of the bidder;

4. Each person whose signature appears on the accompanying bid has been authorized by the bidder to determine the terms of, and to sign the bid, on behalf of the bidder;

5. For the purposes of this Certificate and the accompanying bid, I understand that the word “competitor” shall include any individual or organization, other than the bidder, whether or not affiliated with the bidder, who:

has been requested to submit a bid in response to this bid invitation; could potentially submit a bid in response to this bid invitation, based on their

qualifications, abilities or experience; and provides the same goods and services as the bidder and/or is in the same line of

business as the bidder

6. The bidder has arrived at the accompanying bid independently from, and without consultation, communication, agreement or arrangement with any competitor. However communication between partners in a joint venture or consortium3 will not be construed as collusive bidding.

7. In particular, without limiting the generality of paragraphs 6 above, there has been no consultation, communication, agreement or arrangement with any competitor regarding:

prices; geographical area where product or service will be rendered (market allocation) methods, factors or formulas used to calculate prices;

3 Joint venture or Consortium means an association of persons for the purpose of combining their expertise, property, capital, efforts, skill and knowledge in an activity for the execution of a contract.



the intention or decision to submit or not to submit, a bid; the submission of a bid which does not meet the specifications and conditions of

the bid; or bidding with the intention not to win the bid.

8. In addition, there have been no consultations, communications, agreements or arrangements with any competitor regarding the quality, quantity, specifications and conditions or delivery particulars of the products or services to which this bid invitation relates.

9. The terms of the accompanying bid have not been, and will not be, disclosed by the bidder, directly or indirectly, to any competitor, prior to the date and time of the official bid opening or of the awarding of the contract.

10. I am aware that, in addition and without prejudice to any other remedy provided to combat any restrictive practices related to bids and contracts, bids that are suspicious will be reported to the Competition Commission for investigation and possible imposition of administrative penalties in terms of section 59 of the Competition Act No 89 of 1998 and or may be reported to the National Prosecuting Authority (NPA) for criminal investigation and or may be restricted from conducting business with the public sector for a period not exceeding ten (10) years in terms of the Prevention and Combating of Corrupt Activities Act No 12 of 2004 or any other applicable legislation.

………………………………………………… …………………………………Signature Date

…………………………………………………. …………………………………Position Name of Bidder


Section B1 Part 7 Preference Points Claim Form: Preferential Procurement Regulation, 2011

Preference Points Claim Form…Section B1 Part 7


Preference Point Claim Form - Preferential Procurement Regulation, 2011, has been signed by principal bidder

Preference Point Claim Form - Preferential Procurement Regulation, 2011, has been signed by all Consortium / JV partners

An originally certified B-BBEE Status Level Verification Certificate is attached






PREFERENCE POINTS CLAIM FORM IN TERMS OF THE PREFERENTIAL PROCUREMENT REGULATIONS 2011

NB: BEFORE COMPLETING THIS FORM, BIDDERS MUST STUDY THE GENERAL CONDITIONS, DEFINITIONS AND DIRECTIVES APPLICABLE IN RESPECT OF B-BBEE, AS PRESCRIBED IN THE PREFERENTIAL PROCUREMENT REGULATIONS, 2011.

1. GENERAL CONDITIONS

1.1 The following preference point systems are applicable to all bids:

- the 80/20 system for requirements with a Rand value of up to R1 000 000 (all applicable taxes included); and

- the 90/10 system for requirements with a Rand value above R1 000 000 (all applicable taxes included).

1.2 The value of this bid is estimated to exceed R1 000 000 (all applicable taxes included) and therefore the 90/10 system shall be applicable.

1.3 Preference points for this bid shall be awarded for:

(a) Price; and(b) B-BBEE Status Level of Contribution.

1.3.1 The maximum points for this bid are allocated as follows:

POINTS1.3.1.1 Price 901.3.1.2 B-BBEE Status Level of Contribution 10

Total points for Price and B-BBEE must not exceed 100

1.4 Failure on the part of a bidder to fill in and/or to sign this form and submit a valid original or certified B-BBEE Verification Certificate from a Verification Agency accredited by the South African Accreditation System (SANAS) or a Registered Auditor approved by the Independent Regulatory Board of Auditors (IRBA) or an Accounting Officer as contemplated in the Close Corporation Act (CCA) together with the bid, will be interpreted to mean that preference points for B-BBEE status level of contribution are not claimed.

1.5. The purchaser reserves the right to require of a bidder, either before a bid is adjudicated or at any time subsequently, to substantiate any claim in regard to preferences, in any manner required by the purchaser.

2. DEFINITIONS

2..1 “all applicable taxes” includes value-added tax, pay as you earn, income tax, unemployment insurance fund contributions and skills development levies;

2.2 “B-BBEE” means broad-based black economic empowerment as defined in section 1 of the Broad-Based Black Economic Empowerment Act;



2.3 “B-BBEE status level of contributor” means the B-BBEE status received by a measured entity based on its overall performance using the relevant scorecard contained in the Codes of Good Practice on Black Economic Empowerment, issued in terms of section 9(1) of the Broad-Based Black Economic Empowerment Act;

2.4 “bid” means a written offer in a prescribed or stipulated form in response to an invitation by an organ of state for the provision of services, works or goods, through price quotations, advertised competitive bidding processes or proposals;

2.5 “Broad-Based Black Economic Empowerment Act” means the Broad-Based Black Economic Empowerment Act, 2003 (Act No. 53 of 2003);

2.6 “comparative price” means the price after the factors of a non-firm price and all unconditional discounts that can be utilized have been taken into consideration;

2.7 “consortium or joint venture” means an association of persons for the purpose of combining their expertise, property, capital, efforts, skill and knowledge in an activity for the execution of a contract;

2.8 “contract” means the agreement that results from the acceptance of a bid by an organ of state;

2.9 “EME” means any enterprise with an annual total revenue of R5 million or less .

2.10 “Firm price” means the price that is only subject to adjustments in accordance with the actual increase or decrease resulting from the change, imposition, or abolition of customs or excise duty and any other duty, levy, or tax, which, in terms of the law or regulation, is binding on the contractor and demonstrably has an influence on the price of any supplies, or the rendering costs of any service, for the execution of the contract;

2.11 “functionality” means the measurement according to predetermined norms, as set out in the bid documents, of a service or commodity that is designed to be practical and useful, working or operating, taking into account, among other factors, the quality, reliability, viability and durability of a service and the technical capacity and ability of a bidder;

2.12 “non-firm prices” means all prices other than “firm” prices;

2.13 “person” includes a juristic person;

2.14 “rand value” means the total estimated value of a contract in South African currency, calculated at the time of bid invitations, and includes all applicable taxes and excise duties;

2.15 “sub-contract” means the primary contractor’s assigning, leasing, making out work to, or employing, another person to support such primary contractor in the execution of part of a project in terms of the contract;

2.16 “total revenue” bears the same meaning assigned to this expression in the Codes of Good Practice on Black Economic Empowerment, issued in terms of section 9(1) of the Broad-Based Black Economic Empowerment Act and promulgated in the Government Gazette on 9 February 2007;

2.17 “trust” means the arrangement through which the property of one person is made over or bequeathed to a trustee to administer such property for the benefit of another person; and

2.18 “trustee” means any person, including the founder of a trust, to whom property is bequeathed in order for such property to be administered for the benefit of another person.



3. ADJUDICATION USING A POINT SYSTEM

3.1 The bidder obtaining the highest number of total points will be awarded the contract.

3.2 Preference points shall be calculated after prices have been brought to a comparative basis taking into account all factors of non-firm prices and all unconditional discounts;.

3.3 Points scored must be rounded off to the nearest 2 decimal places.

3.4 In the event that two or more bids have scored equal total points, the successful bidmust be the one scoring the highest number of preference points for B-BBEE.

3.5 However, when functionality is part of the evaluation process and two or more bids havescored equal points including equal preference points for B-BBEE, the successful bid must be the one scoring the highest score for functionality.

3.6 Should two or more bids be equal in all respects, the award shall be decided by thedrawing of lots.

4. POINTS AWARDED FOR PRICE

4.1 THE 80/20 OR 90/10 PREFERENCE POINT SYSTEMS

A maximum of 80 or 90 points is allocated for price on the following basis:

80/20 or 90/10

Ps=80(1− Pt−PminPmin ) orPs=90(1−Pt−PminPmin )

Where

Ps = Points scored for comparative price of bid under consideration

Pt = Comparative price of bid under consideration

Pmin = Comparative price of lowest acceptable bid

5. Points awarded for B-BBEE Status Level of Contribution

5.1 In terms of Regulation 5 (2) and 6 (2) of the Preferential Procurement Regulations, preference points must be awarded to a bidder for attaining the B-BBEE status level of contribution in accordance with the table below:

B-BBEE Status Level of Contributor

Number of points(90/10 system)

Number of points(80/20 system)

1 10 202 9 183 8 164 5 125 4 86 3 67 2 48 1 2

Non-compliant contributor

0 0



5.2 Bidders who qualify as EMEs in terms of the B-BBEE Act must submit a certificate or a certified copy thereof, issued by an Accounting Officer as contemplated in the CCA or a Verification Agency accredited by SANAS or a Registered Auditor. Registered auditors do not need to meet the prerequisite for IRBA’s approval for the purpose of conducting verification and issuing EMEs with B-BBEE Status Level Certificates.

5.3 Bidders other than EMEs must submit their original and valid B-BBEE status level verification certificate or a certified copy thereof, substantiating their B-BBEE rating issued by a Registered Auditor approved by IRBA or a Verification Agency accredited by SANAS.

5.4 A trust, consortium or joint venture, will qualify for points for their B-BBEE status level as a legal entity, provided that the entity submits their B-BBEE status level certificate.

5.5 A trust, consortium or joint venture will qualify for points for their B-BBEE status level as an unincorporated entity, provided that the entity submits their consolidated B-BBEE scorecard as if they were a group structure and that such a consolidated B-BBEE scorecard is prepared for every separate bid.

5.6 Tertiary institutions and public entities will be required to submit their B-BBEE status level certificates in terms of the specialized scorecard contained in the B-BBEE Codes of Good Practice.

5.7 A person will not be awarded points for B-BBEE status level if it is indicated in the bid documents that such a bidder intends sub-contracting more than 25% of the value of the contract to any other enterprise that does not qualify for at least the points that such a bidder qualifies for, unless the intended sub-contractor is an EME that has the capability and ability to execute the sub-contract.

5.8 A person awarded a contract may not sub-contract more than 25% of the value of the contract to any other enterprise that does not have an equal or higher B-BBEE status level than the person concerned, unless the contract is sub-contracted to an EME that has the capability and ability to execute the sub-contract.

6. BID DECLARATION

6.1 Bidders who claim points in respect of B-BBEE Status Level of Contribution must complete the following:

7. B-BBEE STATUS LEVEL OF CONTRIBUTION CLAIMED IN TERMS OF PARAGRAPHS 1.3.1.2 AND 5.1

7.1 B-BBEE Status Level of Contribution: = (maximum of 10 or 20 points)

(Points claimed in respect of paragraph 7.1 must be in accordance with the table reflected in paragraph 5.1 and must be substantiated by means of a B-BBEE certificate issued by a Verification Agency accredited by SANAS or a Registered Auditor approved by IRBA or an Accounting Officer as contemplated in the CCA).

8 SUB-CONTRACTING

8.1 Will any portion of the contract be sub-contracted? YES / NO (delete which is not applicable) 8.1.1 If yes, indicate:

(i) what percentage of the contract will be subcontracted? ............……………….…%(ii) the name of the sub-contractor? ………………………………………………………………………………………………(iii) the B-BBEE status level of the sub-contractor?…………………………………………..(iv) whether the sub-contractor is an EME? YES / NO (delete which is not applicable)



9 DECLARATION WITH REGARD TO COMPANY/FIRM

9.1 Name of company/firm .............................................................................................

9.2 VAT registration number :............................................................................................

9.3 Company registration number …………………………………………………………………

9.4 TYPE OF COMPANY/ FIRM

Partnership/Joint Venture / Consortium One person business/sole propriety Close corporation Company (Pty) Limited[TICK APPLICABLE BOX]

9.5 DESCRIBE PRINCIPAL BUSINESS ACTIVITIES

………………………………………………………………………………………………………..………………………………………………………………………………………………………..………………………………………………………………………………………………………..

9.6 COMPANY CLASSIFICATION

Manufacturer Supplier Professional service provider Other service providers, e.g. transporter, etc.[TICK APPLICABLE BOX]

9.7 Total number of years the company/firm has been in business? ……………………………………

9.8 I/we, the undersigned, who is / are duly authorised to do so on behalf of the company/firm, certify that the points claimed, based on the B-BBE status level of contribution indicated in paragraph 7 of the foregoing certificate, qualifies the company/ firm for the preference(s) shown and I / we acknowledge that:

(i) The information furnished is true and correct;

(ii) The preference points claimed are in accordance with the General Conditions as indicated in paragraph 1 of this form.

(iii) In the event of a contract being awarded as a result of points claimed as shown in paragraph 7, the contractor may be required to furnish documentary proof to the satisfaction of the purchaser that the claims are correct;

(iv) If the B-BBEE status level of contribution has been claimed or obtained on a fraudulent basis or any of the conditions of contract have not been fulfilled, the purchaser may, in addition to any other remedy it may have –

(a) disqualify the person from the bidding process;

(b) recover costs, losses or damages it has incurred or suffered as a result of that person’s conduct;

(c) cancel the contract and claim any damages which it has suffered as a result of having



to make less favourable arrangements due to such cancellation;

(d) restrict the bidder or contractor, its shareholders and directors, or only the shareholders and directors who acted on a fraudulent basis, from obtaining business from any organ of state for a period not exceeding 10 years, after the audi alteram partem (hear the other side) rule has been applied; and forward the matter for criminal prosecution

WITNESSES:

1. ………………………………..

_____________________________SIGNATURE OF BIDDER (S)

2. …………………………………

DATE:………………………………..

ADDRESS:…………………………………..

……………………………………….……….

…………………………………………………


Section B1 Part 8: Declaration Certificate for Local Production and content for Designated Sectors (SBD 6.2)

Declaration Certificate For Local Production…

Section B1 Part 8

NB: This section must be completed by all providers who intend to procure promotional items such as T-Shirts, pens, etc. for learners on the project. Procurement must be in line with DTi requirements in this regard.


The Declaration Certificate for Local Production and Content has been signed by principal bidder

The Declaration Certificate for Local Production and Content has been signed by any and all Consortium / JV partners






DECLARATION CERTIFICATE FOR LOCAL PRODUCTION AND CONTENT FOR DESIGNATED SECTORS

This Standard Bidding Document (SBD) must form part of all bids invited. It contains general information and serves as a declaration form for local content (local production and local content are used interchangeably).

Before completing this declaration, bidders must study the General Conditions, Definitions, Directives applicable in respect of Local Content as prescribed in the Preferential Procurement Regulations, 2011, the South African Bureau of Standards (SABS) approved technical specification number SATS 1286:2011 (Edition 1) and the Guidance on the Calculation of Local Content together with the Local Content Declaration Templates [Annex C (Local Content Declaration: Summary Schedule), D (Imported Content Declaration: Supporting Schedule to Annex C) and E (Local Content Declaration: Supporting Schedule to Annex C)].

1. General Conditions

1.1. Preferential Procurement Regulations, 2011 (Regulation 9) makes provision for the promotion of local production and content.

1.2. Regulation 9.(1) prescribes that in the case of designated sectors, where in the award of bids local production and content is of critical importance, such bids must be advertised with the specific bidding condition that only locally produced goods, services or works or locally manufactured goods, with a stipulated minimum threshold for local production and content will be considered.

1.3. Where necessary, for bids referred to in paragraph 1.2 above, a two stage bidding process may be followed, where the first stage involves a minimum threshold for local production and content and the second stage price and B-BBEE.

1.4. A person awarded a contract in relation to a designated sector, may not sub-contract in such a manner that the local production and content of the overall value of the contract is reduced to below the stipulated minimum threshold.

1.5. The local content (LC) expressed as a percentage of the bid price must be calculated in accordance with the SABS approved technical specification number SATS 1286: 2011 as follows:

LC = [1 - x / y] * 100

Wherex is the imported content in Randy is the bid price in Rand excluding value added tax (VAT)

Prices referred to in the determination of x must be converted to Rand (ZAR) by using the exchange rate published by South African Reserve Bank (SARB) at 12:00 on the date of advertisement of the bid as indicated in paragraph 4.1 below.

The SABS approved technical specification number SATS 1286:2011 is accessible on http:/www.thedti.gov.za/industrial development/ip.jsp at no cost.



1.6 A bid may be disqualified if –

(a) this Declaration Certificate and the Annex C (Local Content Declaration: Summary Schedule) are not submitted as part of the bid documentation; and

(b) the bidder fails to declare that the Local Content Declaration Templates (Annex C, D and E) have been audited and certified as correct.

2. Definitions

2.1. “bid” includes written price quotations, advertised competitive bids or proposals;

2.2. “bid price” price offered by the bidder, excluding value added tax (VAT);

2.3. “contract” means the agreement that results from the acceptance of a bid by an organ of state;

2.4. “designated sector” means a sector, sub-sector or industry that has been designated by the Department of Trade and Industry in line with national development and industrial policies for local production, where only locally produced services, works or goods or locally manufactured goods meet the stipulated minimum threshold for local production and content;

2.5. “duly sign” means a Declaration Certificate for Local Content that has been signed by the Chief Financial Officer or other legally responsible person nominated in writing by the Chief Executive, or senior member / person with management responsibility(close corporation, partnership or individual).

2.6. “imported content” means that portion of the bid price represented by the cost of components, parts or materials which have been or are still to be imported (whether by the supplier or its subcontractors) and which costs are inclusive of the costs abroad (this includes labour or intellectual property costs), plus freight and other direct importation costs, such as landing costs, dock duties, import duty, sales duty or other similar tax or duty at the South African port of entry;

2.7. “local content” means that portion of the bid price which is not included in the imported content, provided that local manufacture does take place;

2.8. “stipulated minimum threshold” means that portion of local production and content as determined by the Department of Trade and Industry; and

2.9. “sub-contract” means the primary contractor’s assigning, leasing, making out work to, or employing another person to support such primary contractor in the execution of part of a project in terms of the contract.

3. The stipulated minimum threshold(s) for local production and content (refer to Annex A of SATS 1286:2011) for this bid is/are as follows:



Description of services, works or goods Stipulated minimum threshold

_______________________________ _______%

_______________________________ _______%

_______________________________ _______%

4. Does any portion of the services, works or goods offered have any imported content?(Tick applicable box)

YES NO

4.1 If yes, the rate(s) of exchange to be used in this bid to calculate the local content as prescribed in paragraph 1.5 of the general conditions must be the rate(s) published by SARB for the specific currency at 12:00 on the date of advertisement of the bid. The relevant rates of exchange information is accessible on www.reservebank.co.za.

Indicate the rate(s) of exchange against the appropriate currency in the table below (refer to Annex A of SATS 1286:2011):

Currency Rates of exchangeUS DollarPound SterlingEuroYenOther

NB: Bidders must submit proof of the SARB rate (s) of exchange used.

5. Were the Local Content Declaration Templates (Annex C, D and E) audited and certified as correct?(Tick applicable box)

YES NO

5.1. If yes, provide the following particulars:

(a) Full name of auditor

(b) Practice number

(c) Telephone and cell number

(d) Email address:

(Documentary proof regarding the declaration will, when required, be submitted to the satisfaction of the Accounting Officer / Accounting Authority)

6. Where, after the award of a bid, challenges are experienced in meeting the stipulated minimum threshold for local content the dti must be informed accordingly in order for the dti to verify and in consultation with the AO/AA provide directives in this regard.

http://www.reservebank.co.za/



LOCAL CONTENT DECLARATION(REFER TO ANNEX B OF SATS 1286:2011)

LOCAL CONTENT DECLARATION BY CHIEF FINANCIAL OFFICER OR OTHER LEGALLY RESPONSIBLE PERSON NOMINATED IN WRITING BY THE CHIEF EXECUTIVE OR SENIOR MEMBER/PERSON WITH MANAGEMENT RESPONSIBILITY (CLOSE CORPORATION, PARTNERSHIP OR INDIVIDUAL)

IN RESPECT OF BID NO. FAS/NF/ETQA/TAXLEARNERDEV/CON441

ISSUED BY: FassetNB

1. The obligation to complete, duly sign and submit this declaration cannot be transferred to an external authorized representative, auditor or any other third party acting on behalf of the bidder.

2. Guidance on the Calculation of Local Content together with Local Content Declaration Templates (Annex C, D and E) is accessible on http://www.thdti.gov.za/industrial development/ip.jsp. Bidders should first complete Declaration D. After completing Declaration D, bidders should complete Declaration E and then consolidate the information on Declaration C. Declaration C should be submitted with the bid documentation at the closing date and time of the bid in order to substantiate the declaration made in paragraph (c) below. Declarations D and E should be kept by the bidders for verification purposes for a period of at least 5 years. The successful bidder is required to continuously update Declarations C, D and E with the actual values for the duration of the contract.

I, the undersigned, …………………………….................................................... (full names),do hereby declare, in my capacity as ………………………………………………..of ...............................................................................................................(name of bidder entity), the following:

(a) The facts contained herein are within my own personal knowledge.

(b) I have satisfied myself that:

(i) the goods/services/works to be delivered in terms of the above-specified bid comply with the minimum local content requirements as specified in the bid, and as measured in terms of SATS 1286:2011; and

(ii) the declaration templates have been audited and certified to be correct.

(c) The local content percentage (%) indicated below has been calculated using the formula given in clause 3 of SATS 1286:2011, the rates of exchange indicated in paragraph 4.1 above and the information contained in Declaration D and E which has been consolidated in Declaration C:

Bid price, excluding VAT (y) RImported content (x), as calculated in terms of SATS 1286:2011 RStipulated minimum threshold for local content (paragraph 3 above)Local content %, as calculated in terms of SATS 1286:2011

http://www.thdti.gov.za/industrial%20development/ip.jsp



If the bid is for more than one product, the local content percentages for each product contained in Declaration C shall be used instead of the table above.The local content percentages for each product has been calculated using the formula given in clause 3 of SATS 1286:2011, the rates of exchange indicated in paragraph 4.1 above and the information contained in Declaration D and E.

(d) I accept that the Procurement Authority / Institution have the right to request that the local content be verified in terms of the requirements of SATS 1286:2011.

(e) I understand that the awarding of the bid is dependent on the accuracy of the information furnished in this application. I also understand that the submission of incorrect data, or data that are not verifiable as described in SATS 1286:2011, may result in the Procurement Authority / Institution imposing any or all of the remedies as provided for in Regulation 13 of the Preferential Procurement Regulations, 2011 promulgated under the Preferential Policy Framework Act (PPPFA), 2000 (Act No. 5 of 2000).

SIGNATURE: DATE: ___________

WITNESS No. 1 DATE: ___________

WITNESS No. 2 DATE: ___________


Section B1 Part 9 Special Conditions of Contract

Special Conditions of ContractSection B1 Part 9


The Special Conditions of Bid and Contract has been signed by principal bidder

The Special Conditions of Bid and Contract has been signed by all Consortium / JV partners






SPECIAL CONDITIONS OF BID AND CONTRACT

SPECIAL CONDITIONS

1 GENERAL

1.1 The bidder must clearly state if a deviation from these special conditions are offered and the reason therefore. If an explanatory note is provided, the paragraph reference must be indicated in a supporting appendix to the application submission.

1.2 Should the bidder fail to indicate agreement/ compliance or otherwise, Fasset will assume that the bidder is in compliance or agreement with the statement(s) as specified in this bid.

1.3 Bids not completed in this manner may be considered incomplete and rejected.

1.4 Fasset shall not be liable for any expense incurred by the bidder in the preparation and submission of a bid.

2 CANCELLATION OF PROCUREMENT PROCESS

2.1 This procurement process can be postponed or cancelled at any stage at the sole discretion of Fasset provided that such cancellation or postponement takes place prior to entering into a contract with a specific service provider to which the bid relates.

3 BID SUBMISSION CONDITIONS, INSTRUCTIONS AND EVALUATION PROCESS/CRITERIA

3.1 Bid submission conditions and Instructions as well as the evaluation process/criteria have been noted.

4 NEGOTIATION AND CONTRACTING

4.1 Fasset or its authorised representatives have the right to enter into negotiation with one or more bidders regarding any terms and conditions, including price(s), of a proposed contract.

4.2 Under no circumstances will negotiation with any bidders, including preferred bidders, constitute an award4 or promise/ undertaking to award the contract.

4.3 Fasset shall not be obliged to accept the lowest or any bid, offer or proposal.

4.4 A contract will only be deemed to be concluded when reduced to writing in a formal contract and Service Level Agreement (if applicable) signed by the designated responsible person of both parties. The designated responsible person of Fasset is the CEO.

4.5 Fasset also reserves the right to enter into one contract with a bidder for all required functions or into more than one contract with different bidders for different functions.

5 ACCESS TO INFORMATION4 See GLOSSARY.



SPECIAL CONDITIONS

5.1 All bidders will be informed of the status of their bid once the procurement process has been completed.

5.2 Requests for information regarding the bid process will be dealt with in line with the Fasset SCM Policy and relevant legislation.

5.3 Fasset will facilitate such communication.

6 REASONS FOR REJECTION

6.1 The Fasset shall reject a proposal for the award of a contract if the recommended bidder has committed a proven corrupt or fraudulent act in competing for the particular contract.

6.2 The Fasset may disregard the bid of any bidder if that bidder, or any of its directors: Have abused the SCM system of the Fasset. Have committed proven fraud or any other improper conduct in relation to such

system. Have failed to perform on any previous contract and the proof exists.

Such actions shall be communicated to the National Treasury.

7 GENERAL CONDITIONS OF CONTRACT

7.1 The General Conditions of Contract must be accepted.

8 ADDITIONAL INFORMATION REQUIREMENTS

8.1 During evaluation of the bids, additional information may be requested in writing from bidders. Replies to such request must be submitted, within 3 (three) working days or as otherwise indicated. Failure to comply, may lead to your bid being disregarded.

8.2 No additional information will be accepted from any individual bidder without such information having been requested

9 CONFIDENTIALITY

9.1 The bid and all information in connection therewith shall be held in strict confidence by bidders and usage of such information shall be limited to the preparation of the bid. Bidders shall undertake to limit the number of copies of this document.

10 INTELLECTUAL PROPERTY, INVENTIONS AND COPYRIGHT

10.1 Copyright of all documentation, created on behalf of Fasset, relating to this contract belongs to Fasset. No bidder may disclose any information, documentation or products, created on behalf of Fasset to other clients without the written approval of the accounting authority or the delegate.

10.2 This paragraph shall survive termination of this contract.

11 NON-COMPLIANCE WITH DELIVERY TERMS



SPECIAL CONDITIONS

11.1 As soon as it becomes known to the contractor that he/she will not be able to deliver the services within the delivery period and/or against the quoted price and/or as specified, the Fasset must be given immediate written notice to this effect. The Fasset reserves the right to implement remedies as provided for in the GCC.

12 WARRANTS

12.1 The Contractor warrants that it is able to conclude this Agreement to the satisfaction of the Fasset.

12.2 Although the contractor will be entitled to provide services to persons other than Fasset, the contractor shall not without the prior written consent of Fasset, be involved in any manner whatsoever, directly or indirectly, in any business or venture which competes or conflicts with the obligations of the contractor to provide Services.

13 PARTIES NOT AFFECTED BY WAIVER OR BREACHES

13.1 The waiver (whether express or implied) by any Party of any breach of the terms or conditions of this contract by the other Party shall not prejudice any remedy of the waiving party in respect of any continuing or other breach of the terms and conditions hereof .

13.2 No favour, delay, relaxation or indulgence on the part of any Party in exercising any power or right conferred on such Party in terms of this contract shall operate as a waiver of such power or right nor shall any single or partial exercise of any such power or right under this agreement.

14 RETENTION

14.1 On termination of this agreement, the contractor shall, on demand hand over all documentation provided as part of the project and all deliverables, etc., without the right of retention, to the Fasset.

14.2 No agreement to amend or vary a contract or order or the conditions, stipulations or provisions thereof shall be valid and of any force and effect unless such agreement to amend or vary is entered into in writing and signed by the contracting parties. Any waiver of the requirement that the agreement to amend or vary shall be in writing, shall also be in writing.

15 FORMAT OF BIDS

15.1 Bidders must complete all the necessary bid documents and undertakings required in this bid document. Bidders are advised that their proposal should be concise, written in plain English and simply presented.

15.2 Bidders are to set out their proposal in the format prescribed hereunder. This means that the proposal must be structured in the parts noted below. Relevant information not submitted in the relevant part, may not be considered for evaluation purposes.



SPECIAL CONDITIONS

15.3 Part 1: Special conditions of bid and contract

15.3.1 Bidders must complete and return the Special Conditions of Bid and Contract.

Bids submitted without a completed Special Conditions of Bid form may be deemed to be non-responsive.

15.4 Part 2: SARS Tax Clearance Certificate(s)

15.4.1 An original valid SARS Tax Clearance Certificate must accompany the proposal and must be valid at the date of closing of the bid. In case of a consortium/ joint venture, or where sub-contractors are utilised, an original valid SARS Tax Clearance Certificate for each consortium/ joint venture member and/or sub-contractor (individual) must be submitted. The certificate requirements page should not be returned as part of the submission.

Bids submitted without an original valid “Tax Clearance Certificate” may be deemed to be non-responsive unless Fasset is in possession of such an original valid “Tax Clearance Certificate.

15.5 Part 3: Additional Registration Certificates

15.5.1 A valid copy of Business (company) registration certificate must be submitted, if applicable.

15.5.2 A valid copy of VAT registration certificate (VAT103) must be submitted, if applicable.

15.5.3 Copy of company incorporation certificate(s) must be submitted, if applicable.

15.6 Part 4: Declaration of Interest

15.6.1 Each party to the bid must complete and return the Declaration of Interest.

Bids submitted without a complete and signed Declaration of Interest may be deemed to be non-responsive.

15.7 Part 5: Declaration of bidder’s past Supply Chain Management practices

15.7.1 Each party to the bid must complete and return “Declaration of bidder’s past Supply Chain Management practices”.

Bids submitted without a completed and signed Declaration of bidder’s past Supply Chain Management practices may be deemed non-responsive.

15.8 Part 6: Certificate of Independent Bid Determination

15.8.1 Each party to the bid must complete and sign the Certificate.

Bids submitted without a completed and signed Certificate of Independent Bid



SPECIAL CONDITIONS

Determination may be deemed non-responsive.

15.9 Part 7: Preference Points Claim Form in terms of the Preferential Procurement Regulations 2011

15.9.1 Compliance option 1:Bidders other than Exempted Micro Enterprises (EMEs) in terms of the B-BBEE Act must provide proof of their B-BBEE status level in the form of a certificate.Such certificate must be an original or a certified copy and must be issued by a SANAS accredited B-BBEE verification agency or IRBA accredited auditor. All certificates issued must be valid at the closing date of the submission.

15.9.2 Compliance option 2:Bidders who qualify as Exempted Micro Enterprises (EMEs) in terms of the B-BBEE Act must either submit a certificate issued by a registered auditor, Accounting Officer (as contemplated in the Close Corporation Act, Act No 69 of 1984) or an accredited verification agency providing its status by confirming that the total revenue of the contracting entity does not exceed R5 million in the case of the generic score card or that it does not exceed the thresholds as stipulated and approved by the Sector Codes.

15.9.3 Notes:Requirements for a valid Auditor or Accounting Officer certificate are that the following information should be detailed on the face of the certificate: The Auditor’s/Accounting Officer’s letter head with full contact details The Auditor’s/Accounting Officer’s practice number The name and the physical location of the measured entity The registration number and, where applicable, the VAT number of the measured

entity The date of issue and date of expiry The B-BBEE Status Level of Contribution obtained by the measured entity The total black shareholding and total black female shareholding.

A trust, consortium or joint venture will qualify for points for their B-BBEE status level as an unincorporated entity, provided that the entity submits their consolidated B-BBEE scorecard as if they were a group structure and that such a consolidated B-BBEE scorecard is prepared for every separate tender.Non-compliance may result in a bidder scoring zero (0) for this element. (0) for this element.

15.10 Part 8: Declaration – Local production and content

15.10.1 The service procured through this bid is relevant to some of the identified sectors as published by dti. There is compulsory local production involved in this bid. Complete and sign the Certificate. Bids submitted without a completed and signed Certificate may be deemed non-responsive.

15.11 Part 9: Invitation to Bid

15.11.1 Bidders must complete, sign and return the full “Invitation to Bid” document. Bids submitted without a completed and signed Invitation to Bid may be deemed to be non-



SPECIAL CONDITIONS

responsive.

15.12 Part 10: Technical approach

15.12.1 Bidders must submit a description of the methodology and approach that will be used to perform the work as set out in the Terms of Reference. This methodology and approach must demonstrate the bidder’s understanding of the requirement and also of the environment.A guideline for the technical submission is included in Section B in a specifically demarcated part of the bid document and must be completed and submitted

15.12.2 Bidders must, at least cover the under-mentioned in their technical approach and return as part of their submission:

Describe, in detail, exactly how they propose to carry out the activities to achieve the outcomes identified in the terms of reference. They should identify any possible problems that might hinder delivery and indicate how they will avoid, or overcome such problems.

Describe how the work will be managed. Provide an organisation chart clearly indicating:

The lines of reporting and supervision within the bidder’s team.

The lines of reporting between the bidder and the Fasset and other stakeholders, if applicable.

Identify the position(s) involved in the direct delivery of the service to be provided and in the overall management of the work and name the people who will fill these positions.

15.12.3 Provide a project plan of activities. In addition to providing details of the estimated number of work days for each activity, bidders are to supply a detailed timetable that identifies when certain activities will be undertaken and over what period they will be spread. The timing of activities, the time needed to complete them, and the order in which they will be undertaken must be explained and justified.

15.12.4 Please note that Section B 2 (Technical submission) should be no longer than 30 single-sided A4 pages in Arial 11 (font size). Any additional information may be included as annexures at the end of the bid document.

15.13 Part 11: Team details

15.13.1 In this part that must be returned as part of the submission, bidders must provide details of the team named in the previous part.

15.13.2 For each team member there must be:

A complete curriculum vitae confirming suitability for the position. A format is provided for the compilation of the CVs.



SPECIAL CONDITIONS

15.14 Part 12: Experience in this field

15.14.1 Bidders should provide in this part, and return as part the submission, at least the following information.

Details of contracts for similar work within the last 5 years.

Contact details of a maximum of 3 organisations for which work was done.

15.15 Part 13: Samples

15.15.1 Samples of work done are not required at this stage, and will not be welcomed.

15.16 Part 14: Pricing Schedule

15.16.1 Any budget amount that may be indicated in this document shall be deemed to be a guide only and bidders are expected to submit a costing that is fair and reasonable.

15.16.2 All costs related to this assignment are to be allowed for in the pricing schedule and in the formats prescribed and must be returned as part of the submission.

15.16.3 Rates for the first year of the contract must be firm and must be indicated in the formats prescribed. All normal operating costs and out of pocket expenses such as photocopies, telephone calls, printing, travel, etc. must be covered in the rates quoted.

15.16.4 A pricing schedule with one of the specified elements (fees and reimbursable costs) omitted from the costing, may be considered non-responsive.

16 dti Requirements in terms of the National Industrial Participation Programme (NIPP)

16.1 In order to ensure effective implementation of the NIPP, the successful bidder will be required to immediately after the award of this contract in excess of R10 million, submit details of such contract to the dti for reporting purposes.

17 Logistics for presentations

17.1 Shortlisted bidders will be given three (3) days advance notice to attend the presentation. The date as well as the detail for the venue and the agenda for the presentations will be provided.

17.2 Presentations will be made to the full Bid Evaluation Committee.

17.3 Under no circumstances will a presentation by any bidder constitute and award or promise/undertaking to award the contract.



Providers must list any deviations from the special conditions of contract in the table below and provide a cross reference to the explanatory appendix:

Number Description of deviation from special condition Reference to appendix

I/we herewith accept all the above-mentioned special conditions of the bid. If I/we do consider a deviation therefrom, I have noted those in the table above and as per the instruction in paragraph 1 (General) above.

Name of applicant:

Signature of applicant:Date:


Section B 2: Part 1 Company profile

Company ProfileSection B2 Part 1


A company profile has been included for the principal bidder

A company profile has been included for all Consortium / JV partners





Executive Summary

Executive Summary



Executive Summary

EXECUTIVE SUMMARY (Max 3 Pages) Name of the Organisation.

Project Name (Unique name, not to be the same as proposing organisation’s name).

Contact person and details for the person responsible for the proposal.

Project Purpose (brief description).

Project time-frame.

Specific Objectives.

Outputs & Benefits of project.

Number of Learners.

Cost per Learner per Week for Academic Training component only (including VAT).

Cost per Learner per Week for Bridging component only (including VAT).

Total Budget Proposed (including VAT).

Total Cost per Learner (including VAT).


Executive Summary

Particulars of the programme and compliance with criteria details.

Proposed SA Qualifications Structure

Name of Qualification NQF Level Programme meets proposed NQF level(s)

(Tick the relevant box)

Doctoral Degree (360 credits) 10

Master’s Degrees (180 credits) 9

Bachelor Honours Degree (120 credits)

Postgraduate Diploma (120 credits)

8

Bachelor’s Degree (360 credits)

Advanced Diploma (120 credits)

7

Diploma (360 credits)

Advanced Certificate (120 credits)

6

Higher certificate (120 credits) 5


Section B 2: Part 2 Project Plan

Project PlanSection B2 Part 2


A detailed project plan has been included as part of the submission and is accompanied by sufficient narrative to clarify the solution proposed.





Section B 2: Part 3 Strategy

Proposed Strategy(Technical Approach)

Section B2 Part 3


A detailed strategic proposal has been included to clarify the solution proposed. (This must not be a reproduction of a company brochure or of the Fasset Terms of Reference)

The typed proposal does not exceed the prescribed number of pages, ie 20



Providers are urged to address all the functionality areas below in their Technical Approach!




FunctionalityIs the programme proposed a Pivotal OR Non-Pivotal?Is the programme proposed at the correct NQF level 6 - 8? (IF NO, ELIMINATE)Is the Bidder or associates of the bidder accredited? (IF NO, ELIMINATE)Is the bidder a Public University or University of Technology as listed by DHET or a Professional Body who is able to deliver programmes that will address the top 10 scarce skills as listed in Fasset’s Sector Skills Plan (SSP?) (IF NO, ELIMINATE)Experience of prospective contractorCapacity to manage a programme of this sizeRelevant experience in delivery of Pivotal and Non-Pivotal Programmes and course developmentExperience with Setas, education and training environment as well as National Skills Development III imperatives.

Alignment to Government's Medium Term Strategic Framework (MTSF), the Human Resource Development Strategy for South Africa (HRD SA), the National Development Plan (NDP), as well as the Industrial Policy Action Plan (IPAP) which contributes towards the achievement of the country’s new economic growth and social development goals

Technical approach / Methodology

The project plan contains sufficient detail to allow an analysis of the solution to determine the sustainability and feasibility of the solution proposed.

Evidence is provided of quality-assured / accredited technical and academic training delivery proficiency.

Evidence is provided of proficiency in the delivery of soft skills training.

The proposed programme is clearly aligned to Fasset’s Scarce & Critical Skills requirements, ie the bidder clearly indicates how the proposed programme aligns to the top ten scarce skills as detailed in the SSP.Recruitment and Selection StrategyThe recruitment strategy highlights a plan for recruiting suitable candidates who have the requisite skills to enter the programme and successfully progress academically, attain a qualification / designation and/or be placed in employment IN any sector of the economy including the Fasset sector.The selection strategy highlights a plan for shortlisting of applicants, and includes interviews, credit and criminal checks, psychometric assessment, and numeracy/literacy/computer literacy assessment at a minimum. Proof of proficiency / possible arrangements with named sub-contractors, where applicable, is included.

Proposed learner number is feasible as benchmarked against similar past projects.

The proposed strategy and plan includes consideration of recruitment of learners from rural areas.The recruitment strategy specifies a marketing and communications campaign for obtaining interest and commitment from both learners and employers



Risk Register&

Risk Mitigations




Please note, risks already listed in the table are examples of common risks associated with development projects as experienced in the past. This list is neither comprehensive nor final. Providers may take away from, or add to this list as is appropriate to the delivery of individual projects.

RISK RESPONSE PLAN & REGISTER

Identify and rank all possible risks (strategic, operational, financial and compliance) with this project, on a scale of 1 to 10:

LIKELIHOOD KEY:Likelihood of an adverse event which could cause materialisation of the risk to occur

1 Adverse event will not occur3 Highly unlikely that adverse event will occur

5It is more likely that adverse event will occur than not

7 Highly likely that adverse event will occur10 Adverse event will definitely occur

IMPACT KEY:Potential loss to the business should the risk materialise

1 Ignore: impact of adverse event is negligible3 Minor: event will be coped with. No loss of jobs5 Significant: minimal loss of jobs7 Severe

8Major: critical event resulting executive management intervention. High rate of job loss.

10 Catastrophic: potential collapse of organisation



Operational Risks Likelihood Impact Overall Risk Assurance

Priority (Likelihood x

Impact)

Legislation

Fasset name used incorrectly and unethically.

Misrepresentation, resulting in poor Fasset

reputation.

Inaccurate marketing of candidates to sector.

Legislation / Educational Institution amendments

(e.g. Companies Act, UNISA Diploma

amendments, etc).

Research

Insufficient budgeted funds to conduct analysis of project success.

Reporting

Project not implemented satisfactorily.

Project not monitored regularly.

Project does not meet stated goals / outcomes.

Staffing

Inadequate resources exist to assist with the

delivery of the project.

Loss of facilitators, strategic partners, managers,

etc

Lack of project management / monitoring.

Discontinued operations / failure of internal

management systems.

Financial

Payments for project not made in accordance with

deliverables obtained.



Inadequate indemnity insurance taken out.

Subcontractor invoicing delays which affect

timeous service provider invoicing.

Project funds not adequately managed.

Abuse of funds not identified.

Project not financially viable.

General

Poor recruitment in line with NSDS targets.

Poor learner response to recruitment efforts (lack of

sufficient numbers).

Poor calibre of learners.

Recruitment from non-accredited universities.

University entrance requirements change.

Training venue(s) inadequate.

Learner living arrangement difficulties.

Learner drop-outs due to socio-economic factors,

lack of discipline and/or alternative employment

offers.

Inferior training material developed.

International training material not customised for

SA learning environment.

Breakdown of effective communication with

learners.

Poor academic pass rates for learners.

Poor employer buy-in.

Employers reluctant to employ candidates with

significant disabilities (e.g. Blind candidates).

Insufficient learner placement (less than 70%).

Placement outside of the sector (more than 30%).

Learners uncontactable for mentoring and post

project tracking.

Failure to provide mitigations for all the risks identified may result in the bid being deemed non-responsive!


Section B 2: Part 4 References

ReferencesSection B2 Part 4


A complete list of relevant references have been included with latest and valid contact details

Testimonials have been included for the principal bidder as well as for Consortium/ JV partners as required (at least 3)





Section B Part 5: Curriculum Vitae

Curriculum VitaeSection B2 Part 5


All the required details below have been typed in Arial 11 pt in the templates provided





Section B Part 5: Curriculum Vitae

SUMMARY OF ALL ROLE PLAYERS

Please complete the table below:

Initials & Surname

Proposed role in the project

Relevant Experience

No. of years

Professional Affiliation

CV (√)

1.Brief description:










** Please add lines to the table as required**


Section B 2: Part 5: Curriculum Vitae

COMPULSORY CV TEMPLATEProposed role in the project:

1. Family name

2. First name:

3. Date of birth:

4. Nationality

5. Education

Institution(Date from - Date to)

Degree(s) or Diploma(s) obtained

6. Membership of professional bodies

7. Other skills (e.g. computer literacy, etc.)

8. Present position:

9. Years within the organisation:

10. Key qualifications (relevant to the project)

11. Professional experience

Date(From – To) (mm/yy)OrganisationLocationPositionDescription of duties

Date(From – To) (mm/yy)OrganisationLocationPositionDescription of duties

12. Other relevant information (e.g. Publications)

Bid No: FAS/TL/PD/BP/CON0695/Y15 Fasset Development Projects

Bid DocumentSection B2 Part 6: Pricing Schedule

Pricing ScheduleSection B2 Part 6

Bidders are encouraged to investigate NSFAS tariffs for bursaries and loans as well as similar agencies in order to benchmark their pricing.

Bidders should note that the lowest cost per head proposed will still be the final award criterion.


All the required details below have been typed in in Arial 11 pt in the template provided






PRICING SCHEDULE(Professional Services)

NAME OF BIDDER:

OFFER TO BE VALID FOR 90 DAYS FROM THE CLOSING DATE OF BID

BID DESCRIPTION:

Fasset requires the services of one or more suitably qualified service providers, who are located in South Africa, to provide programme(s) on NQF levels 6 – 8 which will lead to the completion of an academic and/or professional body qualification / designation. The programme should lead to: academic progression and / or placement in employment / on learnerships / internships IN any sector including the Fasset sector. The programme may also cater for candidates already in the Fasset sector. Ideally, the programme should be completed by 31 March 2016.

Period required for commencement with project after acceptance of bid:

Estimated duration for completion of the project:

Confirm whether proposed rates are firm for the full period of the contract:

If not firm for the full period, provide details of the basis on which adjustments will be applied for

(e.g. consumer price index xxx):

Clearly state any pricing assumptions, excluded costs and/or unknown costs:



Please note:All Administrative Costs, including project management, related to the delivery of the project must not exceed 7% of the overall budget proposed.

The accompanying information must be used for the formulation of costing of proposals. Providers only need to use line items below as applicable to the specific project being proposed:

Component Outcome / Deliverable

Date/s Planned

Proposed costs

(incl. VAT)

% ofTotal Cost

Cost Per Learner

Project Establishment

Legal Fees(where applicable)

Marketing CampaignLearner Selection (including: Screening, Assessment and Interviewing

Opening Ceremonies

Induction Programme

Academic Tuition Fees(Primary Focus)

Bridging Programme (if applicable)

Additional Learner Support(e.g. Learners with Disabilities)

Learner Transport

Learner Meals

Learner Allowances

Professional Body Member Fee for learners

Examination Fees (Including Rewrite)

Mentorship Programme



Component Outcome / Deliverable

Date/s Planned

Proposed costs

(incl. VAT)

% ofTotal Cost

Cost Per Learner

Learner Placement support

Quality Assurance

Graduation / Certification CeremoniesLearner Tracking(including 6 months after the intervention)

Value Adds

Labour Relations

Project Management (7%)

Travel and Accommodation (according to Fasset’s policies in this regard)Equipment Rental Costs(according to Fasset’s policies in this regard)Venue Costs(according to Fasset’s policies in this regard)

Other:(specify)

Other:(specify)

TOTAL: R

Please summarise costs in the table below:

Total Number of Learners

Total no. of training weeks

Full Bid Price

Full Cost per learner

Total weeks

Bridging

Total Bridging Cost

per week (including

assessments)Total weeks Academic

Total Academic Cost per week

(Including exam fees)



PRICING SUMMARIES:Please provide a detailed breakdown of the total cost per learner per week for Academic Training:Assumption: *A week implies 6 – 8 contact hrs per day X 5 days

Days = total number of contact days with learners.

Proposed Costs (Project Name)

Total Number of Learners

Total Number of Learners per group (if applicable)

Number of groups

Project Durationin Weeks* (Group 1)

Project Durationin Weeks* (Group 2)

Total Learner Cost per Week for Soft Skills Training (Bridging)

Total Learner Cost per Week for Academic Training

(Incl. VAT)

Total Learner Cost per Week for Project Management

(Incl. VAT)

Total Learner Cost per Week for meals, allowances, etc.

(Incl. VAT)

Total Learner Cost per Week(Incl. VAT)

Total Bid Price

Please draw up a payment schedule in MS Excel format detailing the payment intervals