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REQUEST FOR BIDPROFESSIONAL SERVICES

BID DETAILS

BID NUMBER: FAS/QAL/NF/FETLEP/CON535/14

CLOSE Date: 16 August 2013Time: 11h00

DESCRIPTION: The appointment of a suitably qualified and experienced service provider to offer workshops at selected public FET Colleges intended to supplement some areas of the life orientation syllabus with the aim of enhancing the employability and self-development skills of learners.

BRIEFING SESSION: Yes No XSee division 1 on Special Conditions of Bid and Contract that the bidder needs to take note of.

DETAILS OF BIDDER

Organisation/individual:Email address:

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

ORIGINAL COPY NR:

Procurement process administered by Fasset

Version 13: Fasset Professional Services Bid document template 24 July 2012

Bid No: FAS/QAL/NF/FETLEP/CON535/14 Fasset Bid Document

Glossary

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 IndustryEME Exempted Micro Enterprise in terms of the Codes of Good

PracticeFasset Sector Education and Training Authority (Seta) for Finance,

Accounting, Management Consulting and other Financial Services

GCC General Conditions of ContractIP Intellectual PropertyNIPP National Industrial Participation ProgrammeOriginal Bid Original document signed in ink, or

Copy 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.

SCM Supply Chain ManagementSLA Service Level Agreement


Content Page

DOCUMENTS IN THIS BID DOCUMENT PACK

Bidders are to ensure that they have received all pages (78) 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.

Section A Part 1: Background

Section A Part 2: Bid Submission Conditions and Instructions

Section A Part 3: General Conditions of Contract

Section A Part 4: Terms of Reference

Section A Part 5: Evaluation Process/Criteria

Section A 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)

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

Section B Part 1: Special Conditions of Bid and Contract: Special conditions that the bidder needs to accept

Section B Part 2: Tax Clearance Certificate (The tax clearance certificate requirements page must not be returned with bids)

Section B Part 3: Declaration of Interest

Section B Part 4: Declaration of bidder’s past SCM practices

Section B Part 5: Certificate of Independent Bid Determination

Section B Part 6: Preference Points Claim form in terms of the Preferential Procurement Regulations 2011

Section B Part 7 Invitation to Bid

Section B Part 8: CV Template Guideline

Section B Part 9: Pricing Schedule (Professional Services)


SECTION A

SECTION A


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.



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 No briefing session will be held.

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 [email protected] by not later than 16h30 on 6 August 2013. A reply will be forwarded within three (3) working days. All questions and answers will be published on the Fasset website and e-mails 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 three (3) hard copies as well as one (1) soft copy (CD) of the bid, i.e. three documents and a CD be handed in/delivered to:

The QAL Senior OfficerFassetBuilding 3 Ground Floor299 Pendoring RoadBlackheath Randburg

4.2 Only bids that are submitted as one (1) original and three (3) 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/QAL/NF/FETLEP/CON535/14 Closing date and time: 16 August 2013, 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 11h00 or any time thereafter. The tender (bid) box shall be locked at exactly 11h00 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

6.1 Physical Address

The QAL Senior OfficerFassetBuilding 3Ground Floor (bid box is here)299 Pendoring RoadBlackheathJohannesburg

6.2 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).

6.3 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 Road,

Modderfontein Road, 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 Road, Malibongwe Road

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 back 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

GENERAL CONDITIONS OF CONTRACT

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/tender/default.asp

http://www.fasset.org.za/tender/default.asp


SECTION A Part 4: Terms of Reference

TERMS OF REFERENCE (TOR)

The appointment of a suitably qualified and experienced service provider to offer workshops at selected public FET Colleges intended to supplement some areas of the life orientation syllabus with the aim of enhancing the employability and self-development skills of learners: FAS/QAL/NF/FETLEP/CON535/14.

1 BACKGROUND

1.1 Fasset is statutory body established through The Skills Development Act, 1998 (Act No 97 of 1998), as amended. The goal of the Act in respect of the Fasset Seta is ’To influence the effective operation of the labour market, through effective skills development, so as to ensure the appropriate supply of competent labour necessary to compete in the global economy‘ in the sub-sectors that fall with the industrial scope of Fasset.

2 BACKGROUND TO THE PROJECT

2.1 Fasset (Finance, Accounting, Management Consulting and Other Financial Services Seta) has identified a need to provide learners from public FET Colleges with workshops intended to enhance their employability and self-development skills.

2.2 Public FET Colleges currently offer a life orientation module as part of the NC(V) programme at level 2 to level 4. The life orientation module includes four topics which are i) Personal and Career Development, ii) Learning Skills, iii) Health and Wellbeing, and iv) Citizenship. For the purpose of this project, the emphasis will be on the i) Personal and Career Development and ii) Learning Skills topic, of which details of the content per topic and level are available in section 3. Workshops are to be delivered to learners currently registered for the NC(V) at level 4.

2.3 Fasset has identified four public FET Colleges for delivery of the workshops. Two colleges are based in urban areas in Gauteng, and two in rural areas within a radius of 400km of Johannesburg.

3 OVERALL OBJECTIVE OF THE PROJECT

3.1 Fasset is seeking to appoint a suitably qualified and experienced service provider to work with Fasset to present two half-day workshops at each FET College on topics as stipulated in number 4, to an expected number of 500 – 800 learners per College.

3.2 Audience members could include lecturers and staff from the FET College, as well as learners enrolled on N programmes. N programmes do not include a life orientation or similar module as part of the curriculum.

3.3 Respondents to the request for bid should, as an absolute minimum, be required to have extensive knowledge and experience in relation to both the subject matter and the provision and delivery of training to groups of delegates.



3.4 It will be required of the service provider to travel to and from the workshops scheduled in and around Gauteng and Limpopo (a total of eight workshops), which are to be concluded by March 2014.



4 LIFE ORIENTATION MODULE DETAILS

National Certificate (Vocational)LIFE ORIENTATION – “Life Skills Component” - Subject Content Outline

Topics Level 2 Level 3 Level 41. Personal and & Career Development

SO1: Profile personal strengths and abilities to demonstrate self-awareness and to promote self-motivation in terms of chosen career path1. Explain the benefits of being confident

and having a positive self image2. Identify strengths and abilities in a

personal SWOT analysis3. Identify factors that detract from self-

esteem and suggest how to counter these

4. Explain the meaning and value of self-motivation

5. Provide examples of self-motivation6. Explore strategies to motivate oneself7. Identify sources for possible future job

opportunities and collect information about a range of possible careers

SO1: Develop a personal development plan (PDP) in terms of career pathing1. Identify personal strengths and abilities

and complete a skills audit2. Conduct basic career research to

investigate employment opportunities3. Collect information and investigate trends

& demands in job markets to identify scarce skills and align with own career path Note: Consult documents and websites such as published scarce skills lists, SA Statistics, SAQA career helpline, career website,

4. Research and explore job functions in a specific vocational field (Note: Could interview a professional in the field)

5. Map own career path by compiling a personal development plan(PDP)

SO1: Revise & refine personal development plan (PDP) in terms of chosen career path1. Review personal profile and indicate

areas to strengthen in future2. Set goals for lifelong learning and

explain its value3. Explain and factor into plan how to

continue developing employability and market related skills sets

Range of skills set: Creative, critical thinking and problem-

solving skills Human relations skills Flexibility and adaptability Computer literacy Money management skills Information management skills African and English language proficiency Communication skills Ability to lead and work in teams Self-management including a positive

attitude, energetic behaviour and ability to work without supervision

Topic 1 Level 2 Level 3 Level 4



SO2: Set realistic goals for personal development, studies & career1. Set SMART goals (SMART: specific,

measurable, achievable, realistic and time bound) for personal development & studies

2. Prioritise goals3. Identify examples of perseverance in

self and others4. Explain attitudes, values and skills that

impact positively on the achievement of goals in relation to goals setRange not limited to but including: self-motivation, perseverance, positive thinking and self image, ambition, responsibility, punctuality,

5. Identify factors that impact negatively on the achievement of goals and contingency measures to overcome these obstaclesRange of factors not limited to but include:Absenteeism, late coming, laziness, unplanned pregnancy, poverty, taking care of minors, peer pressure, making harmful choices

SO2: Explore work shadowing & volunteering options to gain work experience1. Explain what is meant by work

shadowing2. Explore the value of what the student can

learn during a work shadowing experience

3. Identify possible volunteering options in a work environment related to the specific vocational programme of current studyNote: Examples of work environments and/or workplaces include hospitality and tourism industry, engineering related workplaces and industry, business studies

4. Give examples of networking and explain its importance for future job prospects

5. Give strategies for networking

SO2: Compile a job application toolkitNote: Use the formats provided in the subject English FAL1. Draft and update a brief CV2. Prepare and type documents to lodge a

job application;o A job application letter covering lettero Complete an application formo Update references and testimonials

3. Explain the value of an online job application and posting your CV on the Internet

4. Complete an online job application and post CV on the Internet

Topic 1 Level 2 Level 3 Level 4



SO3: Plan and manage time in terms of activities and responsibilities1. Identify & describe the principles of

time management.2. Explain the importance of punctuality

and due dates (deadlines)3. Describe the negative effects of

procrastination4. Identify common time wasters and

suggest ways to counter these5. Identify and use time management

tools to plan on a short, medium and long term basis

6. Identify & describe the principles of time management.

7. Explain the importance of punctuality and due dates (deadlines)

8. Describe the negative effects of procrastination

9. Identify common time wasters and suggest ways to counter these

10. Identify and use time management tools to plan on a short, medium and long term basis

SO3: Investigate the principles for work productivity

1. Distinguish between productive and unproductive behaviour

2. Explain why unproductive behaviour is unethical and morally unacceptable

3. Draw up a personal code for work ethics and productivity

4. Distinguish between productive and unproductive behaviour

5. Explain why unproductive behaviour is unethical and morally unacceptable

6. Draw up a personal code for work ethics and productivity

SO3: Explore strategies & skills for successful interviews1. Identify different types of job interviews

such as individual interviews, panel interviews, Skype/video interviews, telephonic interviews and interviews requiring a presentation

2. Explain how to prepare for different types of interviewsRange include but not limited to: correct attitude, posture and clothing for the job interview

3. Explain how to respond to an invitation to an interview

4. List typical interview questions and prepare standard answers

5. Differentiate between good and bad interviewee behaviour

6. Explain the importance of showing confidence during the job interview

7. Explain protocol to follow after the interview

8. Identify different types of job interviews such as individual interviews, panel interviews, Skype/video interviews, telephonic interviews and interviews requiring a presentation

9. Explain how to prepare for different types of interviewsRange include but not limited to: correct attitude, posture and clothing for the job interview



10.Explain how to respond to an invitation to an interview

11.List typical interview questions and prepare standard answers

12.Differentiate between good and bad interviewee behaviour

13.Explain the importance of showing confidence during the job interview

14.Explain protocol to follow after the interview

SO4: Discover ways to manage emotions and personal relationships intelligently1. Describe the characteristics of a

positive relationshipRange of characteristics include but not limited to: Respect for different opinions, trust, empathy, sharing, listening, and inclusivity and non-discriminative behaviour.

2. Identify appropriate ways to express emotions in personal relationships and at college

3. Explain how to deal constructively with emotions such as anger, disappointment and sadness

4. Explore strategies to establish constructive and beneficial relationships

5. Describe how to resist negative peer pressure and bullying

SO4: Use strategies to manage emotions and workplace relationships intelligently1. Explain with examples the following

concepts related to workplace relations:Sexual harassment,Workplace bullying,Gender discrimination.

2. Describe and illustrate with practical examples measures to counter sexual harassment, gender discrimination and bullying in the workplaceRange: human rights, reporting mechanisms and disciplinary actions, assertiveness

3. Describe basic conflict resolution strategies to deal successfully with emotions and relations in the workplaceRange: listening, mediation, negotiation, and assertive skills

SO4: Describe parenting as an example of a challenging life situation1. Explain why having children is a lifelong

responsibility for both parents2. Explain why children should be loved,

respected and cared for and why child abuse is wrong

3. Describe basic parenting skills4. Investigate and calculate the costs of

having a baby and raising a child5. Explain the concept and effects of

‘neonatal depression’ on caring for a baby

6. Identify support structures for new parents



6. Identify strategies to cope with the challenges of being a college studentRange for strategies include but not limited to: Resilience, positive attitude, decision making skills, coping with independence & choice, coping with change

Topic Level 2 Level 3 Level 42. Learning Skills SO1: Explain how the brain works in

terms of learning1. Give a basic description of how the

brain works when we learn2. Explain why sufficient sleep is

compulsory for good performance3. Identify the brain’s nutritional needs

and identify foods that detract from concentration when studying

4. Suggest affordable sources of food to ensure optimal brain functioning during study times

5. List the multiple intelligences and identify own strengths in terms of the intelligences

SO1: Develop a study method1. Explain the concept of left and right brain

dominance2. Describe different learning styles

Range of learning styles: visual, auditory, tactile, kinaesthetic, olfactory taste and smell

3. Identify own learning style and preference and describe how they impact on the way you learn

4. Develop study techniques based on own learning style and preferencesRange of study techniques: making summaries, drawing mind maps, drawing comparative tables drawing flow charts moving around while learning etc.

5. Track academic progress in all subjects and devise an action plan to maintain or improve academic performance

SO1: Apply advanced cognitive skills and strategies in various contexts1. Use case studies and problem scenarios

to develop logical reasoning and argument

2. Describe the concept of reflective thinking

3. Apply reflective strategies and techniques to personal learning experiences and studies

SO2: Develop a study plan SO2: Apply learning & thinking skills and SO2: Investigate examination writing &



1. Compare the advantages and disadvantages of joining a study group

2. Draft a study time table/plan to allow sufficient time for study


strategies in various contexts1. Explore mnemonic techniques and

develop own memory skills2. Use examples to apply decision making

methods3. Use examples to apply problem solving

methods4. Practise creative thinking skills within the

context of problem solving and learningRange of creative thinking; lateral thinking, innovative ideas and whole brain thinking

assessment skills1. Analyse own exam writing skills & study

techniques2. Describe good exam writing skills3. Identify common exam writing errors4. List hints for writing exams5. Explain the meaning of common words

used in exam questions (such as describe, explain, compare, contrast, list, analyse, evaluate, illustrate, track, tabulate)




5 DELIVERABLES

1. PlanningThe submission of a final comprehensive overall training outline and programme. Detailed outcomes and service levels required:

No. Outcome Training Provider Responsibility Fasset Responsibility

1.1 A comprehensive training programme (plan) for the provision of two workshops at four (4) public FET Colleges.

i. Compile and submit a draft and then final plan and forward to Fasset for approval including as a minimum: Breakdown of time allocated to each sub-topic Outline of the:

- Invitation (draft)- Handbook (draft and final)- Slide presentation (draft and final)- Self-assessment questions and answers (draft

and final)- One-page article on the course (draft and final)

Methodology of planning, implementing and reporting for this event

The outline of the topics (aligned to the selected outcomes of the curriculum as provided in 4) to be covered in the seminar must be specified in the proposal response. Respondents may include options in which new material will be developed, as well as options where current existing Fasset material will be reviewed and adapted for this specific purpose. Please refer to the following link for access to current Fasset material: Fasset

a Approve and sign-off the invitation, handbook, slide presentation, self-assessment questions and answers and a one-page article on the course.

b Vet and approve the final topics and related material / documentation:

Summary Article (Adobe PDF - 162 KB)

Speaker Presentation (Power Point – 980 KB)

Invitation (Adobe PDF - 597 KB)

Questions and Answers (Adobe PDF – 33.5 KB)

Delegate Handbook (Adobe PDF – 2.35 MB)

Fasset Presentation (Adobe PDF – 346 KB)

c Vet and approve methodology

http://www.fasset.org.za/downloads/budget_&_tax/Budget_&_Tax_Update_2012_Fasset_Presentation.pdf

http://www.fasset.org.za/downloads/budget_&_tax/Budget_&_Tax_Update_2012_Delegate_Handbook.pdf

http://www.fasset.org.za/downloads/budget_&_tax/Budget_&_Tax_Update_2012_Questions_and_Answers.pdf

http://www.fasset.org.za/downloads/budget_&_tax/Budget_&_Tax_Update_2012_Questions_and_Answers.pdf

http://www.fasset.org.za/downloads/Budget_Tax_Fax_Invite.pdf

http://www.fasset.org.za/downloads/budget_&_tax/Budget_&Tax_Update_2012_Speaker_Presentation.ppt

http://www.fasset.org.za/downloads/budget_&_tax/Budget_&Tax_Update_2012_Speaker_Presentation.ppt

http://www.fasset.org.za/downloads/budget_&_tax/Budget_&_Tax_Update_2012_Summary_Article.pdf

http://www.fasset.org.za/Events/past_Lifelong_Learning.aspx




current materialii. Submit a maximum number of five CVs of the trainers

who will be presenting the workshop (concurrent events might take place depending on the facilities of the particular FET College i.e. three/four speakers might have to facilitate the presentation, and the fourth/fifth speaker is intended to act as a backup in the event of any of the main speakers being ill, for other reasons of force majeur or if additional events need to be scheduled), including relevant qualifications, experience and language competencies. Fasset’s official language is English, however a speaker with the ability to speak Sepedi would facilitate communication, especially where delegates may prefer to ask questions in their home language.

and project pland Vet and approve the CVs of the

speaker/trainers who will be presenting the course

e Fasset reserves the right to appoint the exact number of main speakers depending on the FET College capacity / size of audience.

1.3 1. Allocate four to five speakers who are experts in the topic. A maximum of four trainers are required for the presentation, and one replacement trainer is required for stand-by, in the event that the trainer is unavailable on a specific day.

2. The maximum number of five CVs must be submitted in the proposal phase to enable the Seta to approve who they wish to view at the presentation ‘dry run’ (which will be scheduled at the Seta’s

i. Where speaker quality is unknown to Fasset, Fasset must be able to ensure that the quality of the speakers proposed is adequate by assessing this prior to the start of the event. The training provider must allow for the proposed speakers (selected speakers and backup speaker) to be made available for a ‘dry run’ seminar in Gauteng to be facilitated by Fasset at Fasset’s discretion, at a specific venue and date to be confirmed, for review (prior to confirmation of their suitability for participation).

ii. This ‘dry run’ seminar is required for all proposed trainers to assess their suitability for the programme (at the Seta’s discretion, if the speaker quality is known to the Seta, a ‘dry run’ may not be required).

a. Inform the recommended service provider of the final date, time and venue for the ‘dry run’, if applicable.

b. Review and approve each speaker at the ‘dry run’ presentation seminar at the sole discretion of Fasset, which approval shall not be withheld unreasonably.

c. Allocate speakers to a proposed training schedule (venues and dates scheduled).






discretion). iii. Ensure that proposed speakers are available for the ‘dry run’ which will be scheduled to take place before the intended date for contract completion where the short-listed provider is met.

iv. This is to be done prior to the contract being signed.v. Reject trainers who are not approved by Fasset in the

‘dry run’. This process shall be repeated until Fasset is satisfied with all the proposed trainers.

vi. The cost of the first ‘dry run’ is to be included in the costing / quote however further ‘dry runs’, should the speaker be deemed unsuccessful, must be borne by the proposer. This is to avoid last minute changes to the schedule should the speaker be rated unsuitable by delegates.

d. Fasset reserves the right to appoint the number of main speakers per FET College.



2. Course Development

The development of a suitable and appropriate training programme, delegate handbook, slide presentation, delegate self-assessment questions and answers, draft invitation content and a one page summary article. Detailed outcomes and service levels required:


2.1 1. The development of course material (invitation to the event, slide presentation, handbook, one page article, assessment questions and answers) to support the topic and to ensure that the workshops enhance: The employability of FET College

learners through relevant employment seeking skills and knowledge; and

The self-development skills of FET College learners (career planning; self-awareness; and the like)

i. The course material and workshops (see draft agenda below) must be aligned to areas of the Life Orientation module as specified in 4.

ii. The course material and workshops must be intended to enhance the employability and self-development skills of the FET College learners.

iii. The respondent should include both the option of development of new material, as well as the option of review and adaptation of current existing Fasset material. Please note that this distinction must be made as per the pricing schedule as well.

iv. Respondents should clearly indicate topic selection in 1. Planning, and must specify whether the topic will require newly developed material or review of current Fasset material. Current Fasset material can be obtained from the Fasset website: Fasset current material

a. Approve and sign-off the invitation, handbook, slide presentation, self-assessment questions and answers and a one-page article on the course.

b. The following material is available as examples of what is required. Use the links below as guidance.

Summary Article (MS Word - 34 KB)

Speaker Presentation (Power Point – 177 KB)

Invitation (Adobe PDF – 1.2 MB) Delegate Handbook (MS Word –

1.5 MB) Fasset Presentation (MS Power

Point – 96 KB)c. Vet and approve methodology and

project plan.d. Vet and approve the CVs of the

speaker/trainers who will be presenting the course.

http://www.fasset.org.za/downloads/CPEL4_Presentation.ppt

http://www.fasset.org.za/downloads/CPEL4_Workbook.doc

http://www.fasset.org.za/downloads/CPEL4_invite.pdf

http://www.fasset.org.za/downloads/CPEL4_speaker_presentation.ppt

http://www.fasset.org.za/downloads/CPEL4_article.doc





e. Fasset reserves the right to appoint the exact number of main speakers per FET College.

2.2 1. The development of course material (invitation to the event, slide presentation, handbook, one page article, assessment questions and answers) to support the topics.

i. Develop and submit a delegate handbook, slide presentation and assessment questions and answers that will be used as supporting documentation for the seminar. This comprehensive handbook must include examples, working problems, etc. Amend the handbook as appropriate in accordance with any changes or updates, as required.

ii. Submit to Fasset one master copy of the final course manual and slide presentation for the Seta’s records.

iii. A hard copy of the slide presentation must be included in the delegate handout, and must flow in line with the handout to ensure that delegates do not lose their place and are unable to get all of the relevant information.

iv. Self-assessment questions and answers to allow delegates to test their knowledge and for the Seta to determine the impact of the training funded.

v. Submit the documents in line with Fasset’s standards regarding layout, grammar, language, etc.

vi. Make changes to the course material as

a. Review and vet the first draft of the handbook and supply comments.

b. Vet and approve the final handbook and all related course material.

c. A panel of experts shall benchmark the quality and level of the course prepared if required.

d. Fasset shall be responsible for the duplication of all handbooks and/or training material and the distribution to the respective venues.




required by Fasset.vii. Fasset reserves the right to reject material

which is below an acceptable standard.viii.In the event of a rejection, the service

provider will be required to utilise the services of a professional language editor.

ix. A request for external language editing is at the Seta’s discretion but is included as a pricing element. Fasset will pay for the services of a language editor only if the service is deemed necessary. All outsourced editing, prior to a request from Fasset, is for the service providers cost.

2.3 1. One page article (single paragraph spacing, Arial 11 point font) on the course subject matter for publication in the Fasset newsletter and on the Fasset website (this is intended to provide information to Fasset members who were unable to attend the training and to outline the frequently asked questions that emerged over the seminar).

i. Develop and submit to Fasset a one page article on the course subject matter.

ii. Amend the article as per feedback received from Fasset.

a. Vet and approve the article and the amended article (if applicable).

2.4 1. Invitation to the event which includes a short description on the service provider and short CV of the speakers, and a course outline and the course content.

i. Develop and amend the invitation as per feedback received from Fasset.

ii. Submit to Fasset an invitation in line with Fasset requirements. Refer to Section B Part 10: Invitation

a. Vet and approve invite and the amended invite (if applicable).



3. Course Deliverables

The presentation of the course to public FET College learners. Detailed outcomes and service levels required:


3.1 1. Workshops to the FET College learners i. Present the workshop at the venues according to the training schedule to the FET College learners who are attending (group size may vary, but approximately 500 to 800 delegates per FET College).

ii. Present the workshop using the latest acceptable technology e.g. PowerPoint Presentation via Notebook/Computer (with DVD and sound capability to be provided by speaker) and using a data projector (to be provided by Fasset).

iii. Technology malfunctions that requires Fasset to organise additional equipment on the day of the event will be billed to the speaker e.g. laptop.

iv. The trainers are expected to uphold the following criteria at the different workshops and venues: Presentability Language Proficiency Punctuality Professionalism

v. Fasset shall not pay for any speaker

a. Advertising and invitation costs.b. Registration of learners at the event.c. Reproduction and provision of training

material in the form of a learner guide to all learners.

d. Reproduction of the agenda, course evaluation etc

e. Provision of Fasset marketing material to delegates at the event.

f. Courier of documents and course packs to the venue.

g. Securing the venue and conclusion of related logistics.

h. Providing a flipchart and flipchart markers if required

i. Accommodation outside of the province in which the Training Provider resides.

j. Booking of travel (car hire) and accommodation outside of the province in which the training provider resides in to be made by Fasset and paid for by




fees related to any cancelled sessions.vi. Fasset is not responsible for speaker

costs relating to cancelled venues.vii. Incidental costs incurred by the training

provider such as telephone costs, laundry etc, are for the account of the training provider.

viii. The training provider may be required to share driving with the Fasset host (i.e. over 300km from any venue). Fasset hires Category B (usually manual) vehicles.

ix. Where no Fasset host attends and hosts the event, the speaker is expected to arrange transport to the venue. Where the venue is in a province in which the training provider resides, Fasset will not reimburse/pay for travel.

x. All travel will be arranged by Fasset and the speakers may be expected to travel with the Fasset hosts to allow for cost-effective travelling.

xi. The trainers may, for training sessions where travel in excess of 300km is required, be required to assist Fasset in terms of the registration and hosting requirements to be laid out in the Fasset memorandum to be issued to all parties to this training event. These include, but

Fasset.k. Provision of Fasset hosts (generally,

there are instances where Fasset will host smaller venues) for medium and large venues (i.e. venues over 60). Fasset expects the service provider to attend to hosting and registration requirements for the smaller venues (i.e. between 20 and 60 delegates).

l. Assign a Fasset representative (or DVD) to officially open and close seminars where applicable.

m. Provide the training provider with a DVD for the opening of sessions of smaller venues where a Fasset representative will not be present (to be decided after consideration of final registration figures).

n. Approve any changes to the appointment of trainers to specific venues.

o. Provide the training provider with a host memorandum detailing the logistics for the event and the instructions for the hosting of smaller venues e.g. the procedure of registration of delegates, playing of DVD, etc

p. Implement the Fasset policy with regard to meals i.e.




are not limited to: Playing the Fasset DVD. Ensuring registers are completed by

delegates on their arrival. Ensuring that late delegates sign the

register. Ensuring the access to the venue is

controlled and registered delegates are provided access, and the numbers of non-registered delegates are controlled.

Ensuring the venue is set up properly.

Collecting completed evaluation forms from delegates.

Fax completed registers through to a designated fax number if requested by Fasset.

Ensure that a workshop evaluation form is completed and returned to Fasset for each learner. This must be returned where there is no Fasset host present or the Fasset event manager.

Ensuring material is returned to Fasset and pay for incidentals e.g. emergency photocopies, fax costs etc on behalf of Fasset and submit invoices/receipts to Fasset for payment.

Attending to all aspects of the Fasset

Meals will be seen as an incidental cost and reimbursed accordingly

Breakfast may be ordered from the hotel menu/buffet, if accommodation has been booked by Fasset

Dinner and 2 beverages may be ordered from the hotel menu/buffet, if accommodation has been booked by Fasset

q. Implement the Fasset policy with regard to transport i.e. All costs to be calculated ex-

Gauteng This will include the following:

- Car rental to and from the hotel/venue when not in Gauteng or travel reimbursement if using own vehicle

- This excludes vehicles for personal use.

r. Implement the Fasset policy with regard to accommodation All costs to be calculated ex-

Gauteng This will include the following: Hotel/BB accommodation (normally

in hotel such as Holiday Inn, City Lodge) to be arranged by Fasset

This excludes costs incurred whilst



No. Outcome Training Provider Responsibility Fasset Responsibilitymemorandum to be distributed to all parties to the event.

Report any conflicts at the event to the Seta immediately (in the case of e.g. undelivered boxes) or when practicable (e.g. in the case of a conflict with a delegate)

staying at the accommodation e.g. Internet, telephone cost, laundry.

s. Review speaker feedback from the evaluation to be received daily from the speaker.

t. Provide formal feedback to the training provider and request the replacement of speakers not achieving a 90% minimum good-excellent speaker rating on evaluation forms. Fasset has a 5 point rating scale with the ratings: Excellent, Good, Average. Fair and Poor.

u. Develop evaluation form, agenda, registers, invitation, host evaluation form, memorandum etc

v. Analyse the data gathered on evaluation forms.



4. General

The feedback sessions covering the programme progress reporting, course evaluations, meetings, branding and copyright. Detailed outcomes and service levels required:


4.1 1. Compliance, adherence and attendance at meetings.

i. Attend all meetings as reasonably scheduled by Fasset. Meetings will generally not exceed a ‘kick off’ meeting of between 1 and 2 hours and a possible close-out meeting of 1 to 2 hours. Communication throughout the project will occur via email, telephone and fax.

a. Schedule meetings and advise the training provider within a reasonable time frame.

b. Record minutes of the meetings and distribute to all relevant parties.

c. Communication throughout the project will occur via email, telephone and fax.

4.2 1. Use of branding during the seminars and on supporting course material.

i. Ensure that no training provider branding is visible on the course material or at the venues unless permission has been granted by the Seta.

ii. The Fasset template, or a non-specific, MS PowerPoint template is to be used.

iii. Ensure that no promotion of the training provider is undertaken during the seminars except during the introduction by Fasset where the CV of the provider will be read by the Fasset host or may be read by the training provider where no Fasset host is present. (A brief outline of the training company and the

a. Monitor usage of branding during the course and on the course material.

b. Ensure branding of seminars and training material represents Fasset only unless otherwise agreed.

c. Provide training provider with Fasset templates.




proposed speakers will be included in the Fasset invitation to this event) unless permission has been granted from the Seta.

4.3 1. Ownership and copyright for all materials produced for the course.

i. Develop training materials with full understanding that these will be made available in the public domain given that Fasset is a public entity.

a. To post the material in the public domain and to present the material to the sector with the Fasset logo and a disclaimer concerning the views of the speaker and the content of the material.



5. Proposal Requirements

The training provider should, in their project plan, address the requirements in the Special Conditions of Contract and Terms of Reference, and could include additional areas and suggest value adds (for example DVD recording of workshops). In addition to the requirements of the tender, the proposal is to contain, at a minimum, a draft project plan and the following elements: An overview of the proposing company including core area of expertise, duration of

trading, references etc. Previous experience of the bidder in the requirements of this tender CVs of the proposed speakers (in full and a summarised paragraph that is to appear in

the invitation should the bidder be successful) Submission of course outline, topics and time allocated to each topic Submission of a draft of the invitation Draft project plan for implementation of this project (including the assessment of risks

and contingency plans to be put in place with regard to risks e.g. poorly rated speakers, speakers who are ill and unable to present)

It is recommended that the following format to address the functionality criteria is to be used, in the following order. This allows the bid committee evaluating the tenders to easily find information relating to the criteria which they are assessing the bid on.

Bidders often neglect to link their tender response with the criteria for evaluation listed in the document in section 1: Evaluation process/criteria (2. Evaluation Criteria) below, and do not provide all information and evidence required. Where information is not logically or systematically presented, tenders become difficult to read and unprofessional in layout.

The use of organising aids such as file divider and section breaks will assist the evaluator.

1. Experience of prospective contractor– Experience in arranging seminars/workshops, course developers and speakers

Ensure that explanation and evidence is included to show the contractors experience in training, and expertise to offer the technical content of the course being tendered for.

– Ability to deliver training in Gauteng and Limpopo province in approximately 4 venues over a 4 month period. Speakers must be able to avail themselves on weekends if required. Ensure that explanation and evidence is included to show that the contractor

can meet this criteria. For example, for larger events with a number of events running concurrently, the service provider may have numerous speakers available. Full-time trainers, or a network of consultants, will provide the company with a greater ability to address this criterion. The capacity of the speaker to work for a stretch of time, independently and away from the office is important.



2. Technical approach– Proposed project plan and approach to project management

Provide a work plan of activities. In addition to providing details of the estimated number of work days for each activity, respondents 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.

Describe, in detail, exactly how you propose to carry out the activities to achieve the outcomes identified in the terms of reference.

Describe how the work will be managed. Provide an organisation chart clearly indicating: The lines of reporting and supervision within the respondent’s team. The lines of reporting between the respondent and the Fasset Seta 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.

Describe the tasks, duties or functions to be performed by staff in these positions.

Indicate the number of hours required to complete each task and the number of hours to be provided by each team member.

– Proposed course outline

In order to indicate to the Seta that the service provider understands the requirements of the tender, a course outline must be included. Taking the Fasset agenda proposed into consideration (see Section 1: Terms of Reference (6. Proposed Agenda) the areas to be covered and the timing of each section must be detailed.

A draft invitation should be included to indicate to the Seta how the service provider has conceptualised the course. An example of this invitation is included in Section A Part 4 10 Draft Invitation.

– Experience in course design and course material

Providers with experience in course development must indicate their expertise in this area. The design and development of relevant courses must be specified and illustrated.

Should relevant courses have been offered in the past, copies of the course material – handbook, slide presentation and related articles – must be included.

– Demonstrated capacity/ability to manage a project of this size

In this section the service provider should outline their organisation structure, how the project team is conceptualised, and provide evidence to the Seta how the requirements of this tender will be addressed in terms of the ability and the availability of the proposed team.

– As per the above section, provide an organisation chart clearly indicating:

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



The lines of reporting between the respondent and the Fasset Seta 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.



Respondents may present such information in a matrix. The following is provided merely as guidance. Respondents are free to elaborate as they see fit

Outcome/output Activity Team member(s) involved (name and position)

Person days for each team member

Total person days

– Contingency planning

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 problems such as:

The tender should identify any possible problems that might hinder delivery (e.g. poorly rated speakers, speakers who are ill and unable to present) and indicate how they will avoid, or overcome such problems. Presenter/s unable to present on designated day. Course material not provided by the deadline date. Presenters/CVs not approved by Fasset at dry run. Courses cancelled by Fasset Additional courses scheduled by Fasset in unscheduled venues. Speaker scores for approved speakers are below the 90% standard as per

the evaluation form. 3. Capability of staff to be used/CV’s

– Expertise in the content of the subject

For each team member there must be a complete curriculum vitae confirming suitability for the position. A format is provided as a guideline only for the compilation of the CVs

Use the CV guideline template and ensure that the role the person is meant to fill in this project is completed.

– Expertise in facilitation/training

For each team member there must be a complete curriculum vitae confirming suitability for the position. A format is provided as a guideline only for the compilation of the CVs.




Video clips of the speakers are welcome and will provide the evaluation committee with a sense of the speaker style and ability. The video clip can be professional (taken with a camcorder, video recorder, camera) or via amateur devices (such as mobile phones). The video clips can be short or long, depending on the resources or recording of the service provider. The video clips must be saved to a CD / memory stick and included in the required number of copies of the proposal.

CVs of speakers (including backup speakers) For each team member there must be a complete curriculum vitae confirming

suitability for the position. A format is provided as a guideline only for the compilation of the CVs.


Provide three contactable references for similar work undertaken in this area in the past 24 months for both the company and the proposed speakers. The speaker CV includes space for reference information to be included however this can be presented separately in two sections for the company and for speaker.

4. Contactable references– Include detail of past assignments, testimonials from clients or employers (on

letterheads or on emails) and contact information from 3 clients for the speakers proposed and for the company proposing. Please indicate if the person and company are the same. Provide three contactable references for similar work undertaken in this area in

the past 24 months for both the company and the proposed speakers. The speaker CV includes space for reference information to be included.

Detail of assignment, testimonials and contact information from 3 clients for the company proposing.

Testimonials should be included in this section of the response. Such information could include a company profile, a list of engagements.

However sufficient detail must be included – not just a list of clients. Please include relevant information only. Tender submissions often include

large qualitative of company promotional material, much of which is not relevant, or brief.

5. Pricing Schedule– Pricing schedule must be submitted as per Section B Part 9.



6. Proposed Agenda

Seminars are scheduled to run for half day from 08h00 until 12h00. The draft agenda is as follows (this agenda is subject to change and respondents can suggest alternatives according to strategy):

Time Period Description08h00 – 08h45 Registration

09h00 – 09h10 Fasset Opening

09h10 – 10h15 Speaker

10h15 – 10h45 Comfort Break

10h45 – 11h45 Speaker Continued11h45 – 12h00 Evaluation and Closing



8. Draft Plan for the Submission of Deliverables

Due dates for deliverables are as follows (these dates are subject to change):

Deliverable Due (weeks) Due Date

Proposed Date Contract Completion 9 before event 16 September 2013

Final topic selection and scope 8 before event 23 September 2013

Final Invitation Text (email and fax) 7 before event 30 September 2013

Final Project Plan 7 before event 30 September 2013

Final Seminar Content Outline 7 before event 30 September

Draft 1 Page Article 6 before event 7 October 2013

Fasset Comment to 1 Page Article 5 before event 14 October 2013

Draft Handbook 4 before event 21 October 2013

Final 1 Page Article 4 before event 21 October 2013

Draft Slide Presentation 4 before event 21 October 2013

Draft Assessment Questions and Answers 4 before event 21 October 2013

Fasset Comment to Draft Handbook 3 before event 28 October 2013

Fasset Comment to Draft Slide Presentation 3 before event 28 October 2013

Fasset Comment to Draft Assessment Q & A 3 before event 28 October 2013

Final Handbook 2 before event 4 November 2013

Final Slide Presentation 2 before event 4 November 2013

Final Assessment Questions and Answers 2 before event 4 November 2013

1st Event Commences 18 November 2013

9. Duration of the Contract

Fasset would like this assignment to commence no later 18 November 2013 and to be completed by 31 March 2014.



10. Draft Invitation

Date: [Date]

To: [Audience]

FET College: [FET College Name]

E-mail address: [E-mail address]

Subject: Topic – free Fasset workshop

Introduction

Xxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxx.

Course Outline

The workshop will principally focus on …………………………………………………. You will also benefit from: Xxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxx Xxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxx Xxxxxxxxxxxxxxxxxxxxxxxxx Xxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxx

Training Provider

Organisation X (Pty) Ltd (“Organisation X”) has been appointed to deliver the workshop. Itukisa is an independent firm of consultants providing education and training to trainee Accountants, middle and senior managers from audit and accounting practices, professional institutes and corporations in Southern Africa.

Speaker 1 [Provide summary of speaker].

Speaker 2 [Provide summary of speaker].

Speaker 3 [Provide summary of speaker]..

Speaker 4 [Provide summary of speaker]..

Agenda

The workshop will run from 09h00 to 12h00 and will include Registration (08h00 to 09h00) and a Fasset welcome and briefing (09h00 to 09h10).

Please Note

1. It is the role of the nominated FET College representative to distribute this invitation to relevant individuals in the College who may benefit from this training.

2. Registration can be completed online or by faxing the relevant registration form. Confirmation of registration together with an agenda will be provided per e-mail to the FET College representative a week before the event. If, by chance, you do not receive confirmation, please contact Fasset. If you register



and are unable to attend, please notify Fasset at least seven days before the event to enable Fasset to manage numbers and prevent wastage.

3. At Fasset’s discretion, any venue with less than 30 registrations will be cancelled and delegates notified in writing.

4. While every effort is made to pre-plan training workshops, delegates are accommodated on a first-come-first-served basis when registering. Registration may be closed prior to the official closing date, in instances where venue capacity has been reached.

5. Fasset reserves the right to refuse late-comers or delegates who book after the deadline.

Attendance Registration Form: Fasset FET Workshop: Event Name

Please complete and fax back to the Fasset Call Centre. On-line registration is also available via the Fasset website (www.fasset.org.za – Events section) to facilitate a faster registration process.

Registration for the workshop closes on XXXXXXXXX. Registration forms will be provided to the FET College at least four (4) weeks prior to the event. Online registration will open on the same date, and the link to the registration page will be provided via e-mail.

Fax: (011) 388 0601 Telephonic Enquiries: 086 101 0001



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 DETERMINATION OF SCORE FOR FUNCTIONALITY

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

CRITERIAMAXIMUM TO BE AWARDED

FUNCTIONALITY 1001. Experience of prospective contractor 15 Experience in arranging workshops, course developers

and speakers 5

Ability to deliver training in Gauteng and Limpopo at four (4) FET Colleges over a period of five (5) months 10

2. Technical approach 40 Proposed project plan and approach to project

management 5

Proposed topic selection / course outline 20 Demonstrated capacity/ability to manage a project of

this size 10

Contingency planning 53. Capability of staff to be used / CV’s 55 Expertise in the content of the subject 15 Expertise in facilitation/training 15 CVs of speakers (incl. backup speakers) 35

4. Contactable references 5 Detail of assignment, testimonials and contact

information from 3 clients for the speakers proposed 5

1.2.2 The score for functionality should be calculated as follows:

Each panel member shall award values for each individual criterion on a score sheet. 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.

1.3 ELIMINATION OF PROPOSALS ON GROUNDS OF FUNCTIONALITY

1.3.1 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.

1.4 PRICE AND B–BBEE STATUS LEVEL POINTS

1.4.1 All remaining bids will be evaluated as follows:

1.4.2 80 Marks will be awarded for price and 20 marks will be awarded for the B-BBEE status level certificate submitted. If no certificate is submitted, zero (0) points will be awarded. B-BBEE points will be awarded as follows:

B-BBEE Status Level of Contributor

Number of Points

1 202 183 164 125 86 67 48 2

Non-compliant contributor 0

1.4.3 EMEs are deemed to have a B-BBEE status level four (4) contributor, in instances where EMEs are more that 50% black owned, such enterprise qualify for promotion to a B-BBEE status level three (3) contributor and points will be awarded accordingly.

1.5 DETERMINATION OF SCORE FOR PRESENTATIONS

1.5.1 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 above.



1.6 CALCULATION OF POINTS FOR PRICE

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

1.6.2 The lowest acceptable bid/proposal (adjusted or not), will obtain the maximum score allocated for price, taking into consideration the relative competitiveness of the proposed price. The other bids/proposals with higher prices (adjusted or not), will proportionately obtain lower scores.

1.6.3 The price points scored out of 80 shall be calculated according to the following formula:

The 80/20 preference point system (up to R1 million budget)

Ps=80(1− Pt−PminPmin

)where

Ps = points scored for comparative price of the bid/proposal under considerationPt = comparative price of tender under considerationPmin= comparative price of lowest acceptable tender

1.7 COMBINING PRICE AND B-BBEE POINTS

1.7.1 The point scored for the B-BBEE status level certificate for each acceptable bid will now be added to the price score for that bid.

1.7.2 The Bid Evaluation Committee may recommend that the contract be awarded to the bidder obtaining the highest aggregate mark as determined by 1.7.1 or to a lower scoring bid on justifiable grounds.

1.8 ADJUDICATION OF BID

1.8.1 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 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 ……………………………….. 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; 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

SECTION B


Section B Part 1: Special Conditions of Bid and Contract

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 award1 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.

1See GLOSSARY.



SPECIAL CONDITIONS

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 INFORMATION

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 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 Fasset may disregard the bid of any bidder if that bidder, or any of its directors: Have abused the SCM system of 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 SPECIAL CONDITIONS OF BID AND CONTRACT

8.1 The Special Conditions of Bid and Contract as per Section B Part 1 of this Request for Bid must be accepted. Non-compliance may be deemed to be non-responsive.

9 ADDITIONAL INFORMATION REQUIREMENTS

9.1 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.

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

9.3 Non-acceptance of this paragraph will deem your bid to be non-responsive.

10 CONFIDENTIALITY



SPECIAL CONDITIONS

10.1 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.

10.2 Non-acceptance of this paragraph will deem your bid to be non-responsive.

11 INTELLECTUAL PROPERTY, INVENTIONS AND COPYRIGHT

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

11.2 This paragraph shall survive termination of this contract.

11.3 Non-acceptance of paragraph may deem your bid to be non-responsive.

12 NON-COMPLIANCE WITH DELIVERY TERMS

12.1 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. Fasset reserves the right to implement remedies as provided for in the GCC.

13 WARRANTS

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

13.2 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.

14 PARTIES NOT AFFECTED BY WAIVER OR BREACHES

14.1 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 .

14.2 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.

15 RETENTION



SPECIAL CONDITIONS

15.1 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.

15.2 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.

16 FORMAT OF BIDS

16.1 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.

16.2 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.

16.3 Part 1: Special conditions of bid and contract16.3.1 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.

16.4 Part 2: SARS Tax Clearance Certificate(s)16.4.1 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.

16.5 Part 3: Additional Registration Certificates16.5.1 A valid copy of Business (company) registration certificate must be submitted, if

applicable.16.5.2 A valid copy of IRP 30A must be submitted in the case of a Labour Broker.16.5.3 A valid copy of VAT registration certificate (VAT103) must be submitted, if

applicable.16.5.4 Copy of company incorporation certificate(s) must be submitted, if applicable.

16.6 Part 4: Declaration of Interest16.6.1 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.

16.7 Part 5: Declaration of bidder’s past Supply Chain Management practices16.7.1 Each party to the bid must complete and return “Declaration of bidder’s past



SPECIAL CONDITIONS

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.

16.8 Part 6: Certificate of Independent Bid Determination16.8.1 Each party to the bid must complete and sign the Certificate. Bids submitted

without a completed and signed Certificate of Independent Bid Determination may be deemed non-responsive.

16.9 Part 7: Employment equity16.9.1 Bidders must provide proof of their employment equity compliance and plans

16.10 Part 8: Preference Points Claim Form in terms of the Preferential Procurement Regulations 2011

16.10.1 Compliance option 1:Bidders must provide proof of their B-BBEE status level in the form of a certificate.Such certificate must be certified and 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.

16.10.2 Compliance option 2:Exempted Micro Enterprises must 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.

16.10.3 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.

16.11 Part 9: Invitation to Bid16.11.1 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-responsive.



SPECIAL CONDITIONS

16.12 Part 10: Technical approach16.12.1 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.

16.12.2 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.



Bidders are to present such information in a matrix. The following is provided merely as guidance. Bidders are free to elaborate as they see fit.

Outcome/output Activity Team member(s) involved (name and position)

Person days for each team member

Total person days

SPECIAL CONDITIONS

16.12.3 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.

16.12.4 Please note that part 10 should be no longer than 20 single-sided A4 pages in Arial 11 (font size).

16.13 Part 11: Team details16.13.1 In this part that must be returned as part of the submission, bidders must provide

details of the team named in the previous part.

The bidders must provide a summary chart containing all the people to be used.

Name Position in team Current position

Years of experienc

Education

Relevant specialist areas of knowledge



e demonstrating suitability for position

SPECIAL CONDITIONS

16.13.2 For each team member there must be: A complete curriculum vitae confirming suitability for the position. A format is

provided as a guideline only for the compilation of the CVs.

16.14 Part 12: Experience in this field

16.14.1 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 2 years. Contact details of a maximum of 3 organisations for which work was done.

16.15 Part 13: Samples

16.15.1 Samples of work done are optional.

16.16 Part 14: Pricing Schedule

16.16.1 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.

16.16.2 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.

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

16.16.4 Fees: The budgeted days/hours and applicable rates of all team members as per the

pricing schedule.16.16.5 Reimbursable costs

Travel Group A hire cars, otherwise Group B are to be used. A rate to be indicated per kilometre for the use of a personal car.

Accommodation/meals Only hotels, or other equivalent accommodation, with a rating of up to three

stars are to be booked, and only if the workshop takes place outside of Gauteng

A maximum daily per diem for meals and incidentals of either R120,00 (incl VAT) per day for lunch and dinner or R150,00 (incl VAT) per day for breakfast, lunch and dinner will be paid for period in excess of 24 hours and thereafter in cycles of 24 hours away from original location.

Note: Hotel room calls, pay channel utilisation, alcohol consumption are for the bidder’s own account.



SPECIAL CONDITIONS

VAT: Value Added Tax must be included and shown separately.

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

17.1 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.

18 Logistics for presentations

18.1 Fasset or its authorised representative reserves the right to invite bidders for presentations before the award of the bid.

18.2 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.

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

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


Section B Part 2: 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/



DECLARATION OF INTEREST1. Any legal person, including persons employed by the State2, 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 proposal or 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, etc3):

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

2 “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.

3 “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



institution:

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

YES / NO


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 B Part 4: 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 audi alteram partem rule was applied).The database of Restricted Suppliers now resides on the National Treasury’s website (www.reatury.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.reatury.gov.za/



CERTIFICATE OF INDEPENDENT BID DETERMINATION

I, the undersigned, in submitting the accompanying bid:

FAS/QAL/NF/FETLEP/CON535/14(Bid Number)

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 consortium4 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:

4 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.



prices; geographical area where product or service will be rendered (market

allocation); methods, factors or formulas used to calculate prices; 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 B Part 6: Preference Points Claim Form ito the Preferential Procurement Regulations 2011

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 not exceed R1 000 000 (all applicable taxes included) and therefore the 80/20 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 801.3.1.2 B-BBEE Status Level of Contribution 20

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 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 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 B Part 7: Invitation to Bid

INVITATION TO BID

YOU ARE HEREBY INVITED TO BID FOR REQUIREMENT OF THEFASSET

BID NUMBER FAS/QAL/NF/FETLEP/CON535/14CLOSING DATE 16 August 2013CLOSING TIME 11h00

DESCRIPTION The appointment of a suitably qualified and experienced service provider to offer workshops at selected public FET Colleges intended to supplement some areas of the life orientation syllabus with the aim of enhancing the employability and self-development skills of learners.

VALIDITY Offer to be valid for 60 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: QAL Senior Officer, 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 4 of the “Bid Submission Conditions of Bid and Instructions”.

Bids can be delivered and deposited into the bid/tender box between 08h00 and 16h30, Mondays to Thursdays and 08h00 to 16h00 on Fridays, prior to the closing date and between 08h00 and 11h00 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: Marlie Spencere-Mail [email protected]

mailto:[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 B Part 8: Curriculum Vitae Template

CV TEMPLATE GUIDELINEProposed role in the project:Availability:

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)

13. References

SECTION B: PART 9: PRICING SCHEDULE(Professional Services)

NAME OF BIDDER:

OFFER TO BE VALID FOR 60 DAYS FROM THE CLOSING DATE OF BID

BID DESCRIPTION: The appointment of a suitably qualified and experienced service provider to offer workshops at selected public FET Colleges intended to supplement some areas of the life orientation syllabus with the aim of enhancing the employability and self-development skills of learners.

PAR NO DESCRIPTION BID PRICE IN RSA CURRENCY

1 The accompanying information must be used for the formulation of proposals.

2 Bidders are required to indicate a ceiling price based on the total estimated time/fees for completion of all phases and including all expenses for the project. Amount excluding VAT R

VAT @ 14% R

Total including VAT R

3 PHASES ACCORDING TO WHICH THE PROJECT WILL BE COMPLETED, COST PER PHASE, PERSONS WHO WILL BE INVOLVED IN THE PHASE, RATES APPLICABLE AND PERSON-DAYS TO BE SPENT (A BREAKDOWN MUST BE GIVEN FOR EACH PHASE).

3.1 Phase 1: Description Course material development as per ToR (draft and final slide presentation, draft and final handbook, draft and final assessment questions and answers, draft and final 1 page article) – developing new material

3.1.1 Person and position Hourly rate excluding VAT Daily rate excluding VAT Person-days to be spentCost/person/phase excluding VAT

R R R

R R R

R R R

R R R

Amount for phase excluding VAT R

VAT @ 14% R

Total per phase including VAT R

NAME OF BIDDER:


3.2 Phase 1: Description Course material review as per ToR (draft and final slide presentation, draft and final handbook, draft and final assessment questions and answers, draft and final 1 page article) – adapting current Fasset material

3.2.1 Person and position Hourly rate excluding VAT Daily rate excluding VAT Person-days to be spentCost/person/phase excluding VAT

R R R

R R R

R R R

R R R

Amount for phase excluding VAT R

VAT @ 14% R

Total per phase including VAT R

3.3 Phase 2: Description Presentation of course as per ToR

3.2.1 Location (Venue) Rate per speaker (excluding VAT)

Gauteng3.2.1.1 Rate per speaker (1 day per workshop) R

Limpopo3.2.1.2 Rate per speaker (2 days per workshop) R

Training3.2.1.3 Dry run’ per speaker at Fasset offices in Blackheath, Jhb R

All additional value-adds should be specified separately, if applicable.

Please confirm that the same rates as above will apply should more sessions in the same location/venue be required: Yes / No

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NAME OF BIDDER:


4 Period required for commencement with project after acceptance of bid.5 Estimated person-days for completion of the project.6 Are the rates quoted firm for the full period of the contract?7 If not firm for the full period, provide details of the basis on which adjustments will be applied for, for example consumer price index.8 Please indicate the province in which the training provider (all proposed

speakers) residesSpeaker 1: Name and province

Speaker 2: Name and province




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