terms of reference for evaluations - national treasury · web viewfor each module the learners are...

REQUEST FOR BID PROFESSIONAL SERVICES

BID NUMBER: BS/2016/RFB433

CLOSE Date: 07 November 2016

Time: 11h00DESCRIPTION: Appointment of a service provider to provide Kuyasa

Learnership Certificate in Management.

BRIEFING SESSION: Yes X No

Respondent details (Use this as a cover page for response document and envelope)

Company Name:

Completed by:

Company Postal address

Email:

Telephone:

Mobile number:

Date:

Original copy of documents or copy - Mark with X ORIGINAL COPY

Bid No: BS/2016/RFB433 – Kuyasa Project of 22

1. BANKSETA BACKGROUND

The Banking Sector Education and Training Authority (BANKSETA) 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 banking and micro-finance industry. As guided by its mandate the BANKSETA is as such an agent of transformation and seeks to promote employment equity and broad-based BEE through skills development.

BANKSETA is an enabler of skills development and transformation in the broader banking & microfinance sector and supports people development through partnerships, skills development, alleviating unemployment, creating a brighter future and enabling change. BANKSETA focuses on SMEs, the youth, adult education, continuous professional development and research.

Skills development has been identified as a key requirement for economic growth in South Africa, as a result, the Skills Development Act provides a framework for the development of skills in the workplace. Amongst other things, the Act makes provision for skills development by means of a levy-grant scheme, and the establishment of 21 sector-specific Sector Education and Training Authorities – or SETAs – to administer the scheme’s funds, and manage the skills development process. Each separate economic sector has one SETA, and BANKSETA is the Banking Sector Education and Training Authority. BANKSETA is widely regarded as one of the best SETAs in South Africa. Successive years of unqualified audits confirm BANKSETA’s commitment to carrying out its mandate in a professional and accountable manner.

2. BACKGROUND ON THE PROJECT/REQUIREMENT

The BANKSETA is seeking to appoint a suitably qualified service provider/s who is/are located in South Africa to provide training services for learnership initiatives, namely Kuyasa.

Any alliances between service providers will be entertained in this application, provided that evidence of formally agreed upon contracts form part of the proposal. The BANKSETA will not be responsible for establishing or managing any relationship formed as part of a joint venture or sub-contracting process. For example, the lead provider may need to source in another provider whose expertise entail training of learners with disabilities.

Whilst the BANKSETA is issuing this request for bid (RFB) in good faith, it reserves the right to cancel or delay the selection process at any time without


explanation, and reserves the right not to select any of the respondents to this RFB, again without explanation. Further the BANKSETA reserves the right to only accept portions of a Vendor's proposal.

2.1 Overall Reasons for the project.

KUYASA – The banking sector has indicated a continuing need for a post graduate programme to give unemployed graduates an opportunity to gain practical skill in the Banking and Micro Finance Sector.

2.2 Overall objective(s) for the project.

The Banking Sector Education and Training Authority (BANKSETA) is seeking to appoint an accredited provider for a Certificate in Management qualification. The qualification should be registered with SAQA on NQF level 5 and should have a learnership registered for it. The number of KUYASA learners will be dependent on funding and is expected to range from 100 to 500 learners. This learnership is aimed specifically at unemployed learners with a valid Degree or three-year tertiary qualification with majors in financial accounting, economics, business economics etc., so that they gain a relevant qualification plus experience in the world of work and become more employable for careers within the Banking and Micro Finance Sector.

2.4 Compliance requirements.

The BANKSETA is informed by a regulatory framework that includes and not

limited to:

2.4.1 Skills Development Act, No 97 of 1998 as amended by the Skills

Development Act, within the National Skills Development Strategy (NSDS)

framework;

2.4.2 Public Finance Management Act (Act 1 of 1999 as amended by Act 29 of

1999);

2.4.3 Treasury Regulations;

2.4.4 The BANKSETA Policies and Procedures.

3. PURPOSE AND OBJECTIVES OF THIS SUBMISSION


This document sets out terms of reference for the request for proposals from

external service providers for the Kuyasa Learnership Programme in the broader

banking and Inclusive Banking Sector.

4. RFB TIMELINES

Activity Time Date

Compulsory briefing session. 10h30 17 October 2016

Closing date 11h00 07 November 2016

Tender evaluation, Bidder Verification and Due Diligence

T.B.A 08 – 18 November 2016

Clarification presentations by Service Providers if required/ Due Diligence

T.B.A. 21 – 25 November 2016

Provisional Contract Award T.B.A02 December 2016

Contract Signatures T.B.A 09 December 2016

5. SCOPE OF WORK


The qualification for the Kuyasa project is a Certificate in Management. A learnership should be registered towards the achievement of the qualification.

The programme should consist of six blocks of structured modules. For each module the learners are expected to successfully complete an assignment and an examination based on the academic content of the module

The course content should include but is not limited to the following:

Management and Leadership

Financial Management

Project Management

Human Resources Management

Marketing Management

Strategic Management

The project must cover the following:

a) Planning - The submission of a comprehensive overall training course plan and programme.

b) Training & Development – Development, Management and Delivery of training.

c) Learner Support - Mentoring, coaching and counselling of learners in all matters pertaining to the theoretical components of the learnership.

d) Certification and Graduation –All costs associated with certification and graduation. This includes all logistical arrangements such as academic gowns, transport of BANKSETA marketing collaterals to all graduation venues etc.

The delivery of learning must include contact sessions. Programme

delivery refers to the delivery of training including taking responsibility

for the logistical arrangements for the delivery including but not limited

to the venue, lecturer and material towards the registered qualification

that the learnership will culminate. Programme should also include an

academic orientation and exit component. Provide the learners with the

approved time schedule on the first day of the induction course.

The assessment addresses the theoretical and practical components and


provision should be made for re-assessment of learners who are not yet

competent after the first assessment.

The provider will be responsible for all cost and logistics arrangements in

respect of graduations but not limited to venues, catering gowns,

photography, video banners and etc.

The proposal must also include an exit programme to enable the learners

who are not employed in the formal economy upon completion of the

learnership to seek alternative income generating activities.

The proposal must include a brief outline of the time schedule for

learning the programme outline including specific out comes for each

module, details of the material that will provided to the learner and

details of the learner support mechanisms.

The provider need to provide learners support. Learners support refers to

mentoring, coaching and counselling of learners in all matters pertaining

to the theoretical component of the learnership.

The provider needs to provide a toolkit for the mentors / coaches from

the organisation where the learners will be hosted to enable them to

support the learners with projects / assignments in the work place.

5.1. Duration of the contract.

5.1.1. The duration of the contract will be 3 years; subject to paragraph 5.1.2

and 5.1.3.

5.1.2. Bankseta reserves the right to renew the contract annually based on

availability of funds, provider performance and continued need.

5.1.3. In all cases bidders notice is drawn to the following: In terms of its

licensing agreement, BANKSETA has existing rights until 31 March

2018. All services/goods required in this request for bid extending

beyond this date are subject to renewal of its license agreement.


BANKSETA therefore reserves the right to terminate any services that

could extend beyond 31 March 2018 unless explicitly approved by the

BANKSETA CEO or his delegate.

5.2. BANKSETA Specific requirements relating to the scope of the project:

The service provider must adhere to the following requirements:-

5.2.1. The BANKSETA Project Management Methodology as we subscribe to

the PRINCE 2 project management processes.

5.2.2. Ability to meet BANKSETA deadlines.

5.2.3. The service provider must be able to attend meetings in Johannesburg

monthly and be available on adhoc should issues need to be resolved.

5.2.4. Venue requirements are:

Central and within walking distance from public transport.

Facilities must be conducive to learning.

The venue need not include catering but learners must have reasonable access to facilities that provide a variety of food taking special dietary requirements into account

Must be approved by the BANKSETA before booking.

5.2.5. The provider must make arrangements to accommodate the needs of

learners with disabilities. Bidders are to explain how they intend to

support learners with disabilities (partially sighted/ partially deaf etc)

in how they design and deliver their curriculum. Details of the nature

of disability will be provided in due course.

5.2.6. Vendors are expected to be sufficiently resourced by way of

experienced permanent and experienced temporary staff to be able to

cope with peak and variable work periods, and variable numbers of

learners depending on development initiatives in place at any time and

NSF funding available.


5.2.7. The actual number of learners will be dependent on the availability of

funds. The service provider must adhere to the BANKSETA program

timeline.

5.2.8. The notice of bidders is specifically drawn to Section 2 – SPECIAL

CONDITIONS THAT THE BIDDER NEEDS TO ACCEPT: PORTION 2, which

contains further specific information surrounding this RFB.

5.2.9. Bidders are specifically requested to supply a project plan showing all

activities for the first 6 months from Contract Start.

5.2.10. Bidders are specifically requested to provide details of perceived risks

and on steps the bidder would suggest are taken to mitigate these

risks.

5.3. GENERAL COMPETENCY AND EXPERTISE REQUIREMENTS

The successful bidder will be expected as a minimum to have the following competencies:

5.3.1. Excellent knowledge of all applicable legislation governing SETAs and the entire learnership process;

5.3.2. Excellent knowledge of the SETA environment;

5.3.3. Excellent knowledge of the BANKSETA and its sector;

5.3.4. The financial stability and resources to perform the required services to the required level;

5.4. PRICING

The attached pricing sheets must be completed in full. The BANKSETA will not entertain pricing adjustments after the signing of any contracts, and it is therefore most important that all pricing elements are disclosed.

Per the pricing sheet all pricing should show VAT separately.

Sufficient detail should be included to enable the BANKSETA to fully understand the make-up of the overall pricing. It is critically important to detail all exclusions. All baseline assumptions and numbers must be clearly stated.

The BANKSETA encourages bidders to actively de-escalate the price per learner as the volume of learners increase i.e. economies of scale should be apparent in bidders pricing.


All pricing assumptions, excluded costs and estimated costs must be clearly documented. The BANKSETA assumes that the pricing document as supplied is complete and covers all costs associated with this project.

Whilst complying with normal commercial confidentiality requirements, the BANKSETA reserves the right to discuss aspects of the pricing with other SETAs to satisfy itself that the pricing as contained in any received proposal avoids fruitless and wasteful expenditure and is regarded as fair and equitable for the services offered.

The BANKSETA requires transparency concerning the financial aspects and will work closely with the prospective Vendor to ensure a fair and equitable pricing regime for the required services.

The Vendor/s are expected to provide all required equipment and consumables e.g. PCs, laptops, paper, diskettes etc. associated with them providing their deliverables of this project

6. SUBMISSION REQUIREMENTS

6.1 One hardcopy must be the original submission, clearly marked "Original"

and one (1) copied version of the original and a soft copy. All submissions

must be delivered in individual envelopes.

6.2 Respondents should take particular care to ensure that there are no

discrepancies between all submissions to the BANKSETA. The BANKSETA

reserves the right to reject any submissions if there are discrepancies.

6.3 A two-envelope system will be applicable to this submission, whereby all

documents relating to pricing should be separated from the actual

submission proposals.

6.4 Each individual envelope must be clearly marked with the following

information:

6.4.1 Description of the Submission: Kuyasa Project.

6.4.2 Submission Bid Number: BS/2016/RFB433

6.4.3 ORIGINAL or COPY 1 etc.;

6.5 Submissions that are faxed, sent via telex, and/ or electronic mail delivery

will not be accepted.

6.6 All submissions received by BANKSETA will become the property of the


BANKSETA and will not be returned to the respondent.

6.7 The submissions must be inserted into the SUBMISSION BOX available at

the Reception Area of BANKSETA Offices at the following address:-

Thornhill Office Park

Building 22

94 Bekker Road

MIDRAND

6.8 Respondents are invited to observe the closing of the on the closing date and time of

the submission as per the advertisement

6.9 Unsuccessful submissions will be informed in writing when the process is concluded.

6.10 A submission will be considered late if received after the specified date and time.

Respondents are therefore strongly advised to ensure that submissions be despatched

allowing enough time for any unforeseen events that delay the delivery of the

submission.

7 ENQUIRIES/COMMUNICATION


7.1 Contact person for all enquiries regarding the submission document:

Mr Rapula Sathekge

Specialist: Supply Chain Management

Email: [email protected]

All clarifications or enquiries must be made in writing and received by the BANKSETA at

least a week before the closing date of the submission. Telephonic requests for

clarification will not be accepted.

8. SUBMISSION EVALUATION/ADJUDICATION

Submissions will be evaluated in three (3) phases:

8.1 Compliance/eligibility;

8.2 Technical/Functionality;

8.3 Pricing and B- BBEE contribution level.

8. 4 Bidders that score 70 points and above will be requested to provide pricing based on

the final specification that will be provided to them.

8. 5 The abovementioned bidders will be requested for presentation by the BANKSETA.


9.1 Compliance/Eligibility Evaluation

Respondents who do not meet the requirements below will be immediately disqualified.

Description

Submission of the Mandatory requirements.

Submission of the following fully completed and signed returnable documents:

- SBD 1 Invitation to submission

- SBD 4 Declaration of interest

- SBD 6.1 Preference point claim form

- SBD 8 Declaration of respondents’ past supply chain management

- SBD 9 Certificate of independent bid determination

- Pricing Schedule (BANKSETA template)

Special Conditions that the bidder needs to accept: Portion 2

Contract Form : Rendering of Services


REQUIREMENTS Comply

Yes/No

Proof of relevant accreditation as an education and training

provider with the relevant ETQA, Department of Higher

Education and Training or Council of Higher Education. The

accreditation status must include this qualification.

Minimum of 7 years experience in providing training for learner ships.

*The relevant learnership experience must be indicated in your company profile.

Submission of company registration documents

Submission of valid original tax clearance certificate

Submission of the latest audited Annual Financial Statements not older than a

year (2)

CV’s of the proposed project team(Project Manager and Facilitator)

One hardcopy must be the original submission, clearly marked "Original" and one

(1) copied version of the original and a soft copy. All submissions must be

delivered in individual envelopes.


9.2 Technical/ Functionality Evaluation

The functionality evaluation conducted as per the criteria contained in the table below:

CRITERIA – PHASE 1 WeightScore from a scale of five.

5/5

1. Functionality 100

National Foot Print 5

The bidder must provide proof of existence/residence /presence / ability to deliver in each province.

0 Provinces = 03 Provinces = 15 Provinces = 26 Provinces = 37 Provinces and 8 = 49 Provinces = 5

NB: The bidder must provide proof of residence/Lease etc.

Full details of ability to deliver all components of this programme nationally with no added cost to the delegate.

Capacity and infrastructure to meet BANKSETA deadlines 10

The bidder to commit and demonstrate readiness to commence training by 1st of Feb 2017 (Has the following but not limited to ;

Provisional Class time table(1) Training venues(1) Facilitators(1) Materials (2)


Track record of the bidder. 10

Provide proof of previous experience on similar assignments. References on work experience with blue-chip and other SETA’s organisations in designing, developing and delivery of training material according to outcomes-based educational principles.

1 Reference = 12 References = 23 Reference = 34 References = 45 References = 5

Proof: - a list of clients where a similar project has been successfully completed with contactable references on the clients Letter head.

NB: Reference must be for the company not the employee.

Experience of Project Team 10

The bidder must provide at least seven (7) CVs with references which details the learnership programme experience:

Less than 3-year experience = 0Between 3 and 4 years experience = 1Between 5 and 6 years’ experience = 2Between 7 and 8 years’ experience = 3Between 9 and 10 years’ experience = 4>10 years’ experience = 5

Name Experience Points 1.

2.

3.

4.

NB: The average score will use to score the Project Team.


Project plan (PP) 5

Service Provider must provide a project plan which will indicate the following:

A high level project plan showing major deliverables and milestones, covering all aspects specified in the Service Definition and Proposed Course Schedule

If no information provided = 0

If all information is provided = 5

Learner Registrations (LR) 10

Service Provider must demonstrate in the proposal how learner registration will be conducted in line with the following requirements:

Ensure that entry requirements to the qualification are met. = 1

Assist the learners with the registration process as per Service Provider requirements = 1

Collaborate with the Recruitment Service Provider and LASA to administer the pre-enrolment learner selection assessment. = 1

Collaborate with the Recruitment Contractor prior to selection of any learners with disabilities to ensure reasonable accommodation in the training environment = 1

Provide written confirmation to the BANKSETA that it is able to accommodate all the requirements of learners with disabilities and what measures have been taken to accommodate this.

Programme Design (PD1) 5

Service Provider must demonstrate in the proposal how the following services will be achieved:

Customise / design the material and provide BANKSETA with: = 3

-The learning material for the qualification.-The academic orientation.-The exit programme.-Provide BANKSETA with the schedule for training.- Provide BANKSETA with details of the selected


venue.- Provide the learners with the approved time schedule on the first day of the induction course

Provide the Learner Administration and Support Agency with all learning material. = 1

Provide the Learner Administration and Support Agency with the time schedule for learning. = 1

Quality assurance. (QA) 5


The Service Provider and the BANKSETA will agree to a quality assurance process within the 1st 20 working days after contract signature. = 1

Document and submit to the BANKSETA the agreed QA process and procedures. = 1

Develop and maintain an accurate database covering: = 3

o Learner achievements

o Learner details

o All learner records must be captured on the National Record Database(NLRD).

Delivery of the programme (DP2) 15


Provide the learners with the approved time schedule on the first day of the induction course

Deliver training according to the signed off time schedule

Provide the learner Administration and Support Agency with an attendance register at the end of each contact session.

Notify the Learner Administration and Support Agency on a daily basis of any learner absenteeism

All facilitators have train the trainer session and will be provided with facilitation guides for consistency

Assessment of the programme. (AS1) 5

The Service Provider must demonstrate in their proposal


how assessment of the programme will be achieved in line with the following:

Make use of an automated learner management system(LMS) to facilitate the assessment process. = 1

Provide BANKSETA/ Learner Administration Agency with the assessment strategy (including re-assessment) tools and schedule. = 1

Provide the learners with detailed, written feedback reflecting the result of each assessment within 3 days of receipt from BANKSETA. = 1

Submit monthly reports of learner progress according to the report template provided by BANKSETA within 5 working days prior to the monthly service provider progress meeting. = 1

Moderate the final assessment results within 2 weeks of final assessment. =1

Certification and graduation (CG) 5

The Service Provider must demonstrate in their proposal how certification and graduation will be conducted in line with the following:

Issue the learner with a certificate reflecting the learner's successful completion of the qualification at a ceremony to be arranged and funded by the training provider and Ensure that the learner certification meets all ETD Legislative requirements. = 1

Report final learner achievements relating to the qualification to the BANKSETA in the required format. = 1

Provide BANKSETA with a register of learners who attended the graduation ceremonies. = 1

Assist BANKSETA with the hand out of BANKSETA participation certificates. = 1

All costs associated with certification and graduation are included and agreed with BANKSETA prior to finalisation. = 1

Learner support (LS) 5


The Service Provider must demonstrate in their proposal how learner support will be conducted, in line with the following:

Implement the policy as per learner requirements. = 1

Submit a monthly report to the Learner Administration and Support Agency as per the reporting guidelines. = 1

Submit signed learner agreement for all learners to the BANKSETA. = 1

Ensure that all Learner information pertaining to attendance, behaviour, changes etc. are accurately and timeously communicated in writing to the LASA for incorporation in the LASA systems and reports. = 1

Submit a policy on learner support to the Learner Administration and Support Agency. = 1

Contingency Plans (CP) 5

The service provider must demonstrate in their proposal how a provision for any eventualities that may arise in the duration of the project such as but not limited to:

No show of facilitators.

Possible political strikes.

To cater for unexpected absence. Leave etc., sufficient “back-up “facilitators should be available.

If no information provided = 0

If all information is provided = 5

Learners with disabilities 5

Provide examples of how your organisation will


accommodate the needs of learners with disabilities in the design and delivery of the curriculum. 1 _________________________________ = 1

2 _________________________________= 1

3 _________________________________= 1

4 _________________________________= 1

5 _________________________________= 1

Elimination of non-qualifying Bids (score below the minimum threshold of 70%).

VALUES

0 – NON RESPONSIVE, 1 – POOR, 2 – FAIR, 3 – AVERAGE, 4 – GOOD,5 – EXCELLENT

Functionality will be evaluated using the following formula:

Pf = (So/Ms) x Ap

Where:

Pf – is the percentage scored for functionality by submission under

consideration.

So – is the total score of the submission in question.

Ap – is the percentage allocated for functionality.

Ms – is the maximum score possible.

Any proposal not meeting a minimum threshold of 70 points on functionality will not

be considered further evaluation on price.

10. SPECIAL CONDITIONS


10.1 BANKSETA reserves the right to withdraw or amend terms of

reference/specifications by notice in writing by advertising in the media in which

the submission was originally advertised prior to the closing date.

10.2 BANKSETA reserves the right not to award any of the submissions submitted.

10.3 The cost of preparing the submissions will not be reimbursed.

10.4 Shortlisted respondents will be invited for presentations.

Successful respondent will be required to sign a confidentiality/non-disclosure

agreement.

11 REVIEW PROCESS

11.1 In order to evaluate and adjudicate submissions effectively, it is imperative that

respondents submit responsive submissions. To ensure a submission will be

regarded as responsive it is imperative to comply with all conditions pertaining

to the submission and to complete all the mandatory fields and questionnaires.

11.2 All submissions duly lodged as per the submission requirements will be

evaluated in accordance with the stipulated evaluation criteria.

11.3 BANKSETA may require presentations from short-listed respondents as part of

the submission process.

12 REASONS FOR REJECTION

12.1 Respondents shall not contact BANKSETA on any matter pertaining to the

submission from the time the submission is closed to the time the submission

has been adjudicated. The results of all submissions will be published by the

BANKSETA. Any effort by a respondent to influence the submission evaluation,

submission comparisons or submission award decisions in any matter, may result

in rejection of the submission concerned.

12.2 BANKSETA shall reject a submission if the respondent has committed a proven

corrupt of fraudulent act in competing for a particular contract.


12.3 BANKSETA reserves the right to contact references during the evaluation and

adjudication process.

1 Name of Committee Chairperson: Brian Dhliwayo

Signature:

Date:

2 Name of Committee Member: Deerani Naidoo

Signature:

Date:

3 Name of Committee Member: Marcus Dimba

Signature:

Date:

4 Name of Committee Member: Nobuhle Dlamini

Signature:

Date:

5 Name of Committee Member: Rapula Sathekge

Signature:

Date:


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