Fasset Briefing Session FAS/TL/PD/BP/CON0743/Y16

Fasset Briefing Session

FAS/TL/PD/BP/CON0743/Y16

AGENDA

Fasset Briefing SessionFAS/TL/PD/BP/CON0743/Y16

Agenda


09:30 – 10:00 Registration

10:00 – 10:15 Overview of Fasset Strategy

10:15 – 11:00COMPULSORY: General Guidelines To Tendering With Fasset

11:00 – 11:10 Break

11:10 – 12:00

FAS/TL/PD/BP/CON0743/Y16Pivotal programmes that lead to progression in or completion of Academic or Professional Body qualifications at NQF 6-8;

OR Non-Pivotal programmes that result in the attainment of a Professional Body designation at NQF 6-8. Programmes must either be aligned to the top ten scarce skills in the Fasset sector or address the provision of Finance and Accounting skills in the broader economy including the Fasset sector.

• Q&A

Fasset Strategy

Fasset Briefing SessionOCTOBER 2015

Fasset Skills Development PrioritiesFasset Update

OCTOBER 2015

Fasset UpdateStrategy 2015 / 2016

Fasset continues to focus on relationships with specific stakeholders in order to extend the skills development reach in implementing a career pipeline approach. These include but is not limited to:

• Technical & Vocational Education & Training (TVET) Colleges;

• Universities and Universities of Technology;

• Professional bodies.

In this way, Fasset will:

• Ensure its provincial footprint grows significantly as well an increased focus on

rural areas;

• Continue to act as an ‘incubator’ of skills across all sectors in the economy (not

only for the Fasset Seta employers)

• Ensure transformation of the demographic profile of the finance and accounting

sector (long-term objective)

OCTOBER 2015

Fasset Update Fasset Benefits for 2015/2016

Levy-paying Employer Non-levy Employer

Mandatory Grant - 20% of SDL Yes No

Pivotal Grant – 49.5% of SDL Yes No

Learnership Cash Grant Yes Yes

NSFAS Loan Repayment Grant Yes Yes

Bridging Programme Beneficiaries Yes Yes

Lifelong Learning Events Yes Yes

TVET Workplace-based Experience Programme

Yes Yes

OCTOBER 2015

Fasset UpdateGrant Application deadline - 2015 /2016

Grant Deadline

Mandatory Grant 30 April

Pivotal Grant 15 February (2016)

NSFAS Loan Repayment Grant 15 February (2016)

Learnership Cash Grant 15 February (2016)

• Forms are available on the Fasset website

• Changes to forms are outlined in a document on the website

OCTOBER 2015

Fasset UpdatePivotal Grant 2015 / 2016

• Only applicable to Black African people and all people with disabilities.

• Qualifications (degrees, diplomas), learnerships, internships: to be NQF -

registered (definition of internships has changed as per the BEE codes)

• Part-qualifications (tariff per credit) may be claimed

• Learners currently commencing, undergoing, or completing a pivotal programme

in the 2015 calendar year

• Higher tariffs for the following: 1) new learnership programmes

2) learners from TVET institutions

3) learners with a disability

OCTOBER 2015

Fasset UpdateLearnership Cash Grant

Registration (Entry) or Completion (Exit)

• SDL payers and non-levy payers

• Fasset learnership or other Seta

• Change: based on NQF level not duration of

programme

• 20 learners per employer applicant

• Black African and learners with a disability

• Higher tariff for learners with a disability

• Employers with staff complement under 150

NQF Detail Entry Tariff Exit Tariff

10 Dr R 20 000 R 20 000

9 MA R 20 000 R 20 000

8 Hons R 20 000 R 20 000

7 Degree R 20 000 R 20 000

6 3 yr dipl R 10 000 R 30 000

5 M + 1/2 R 10 000 R 30 000

4 Matric R 10 000 R 30 000

3 Grade 11 R 10 000 R 30 000

2 Grade 10 R 10 000 R 30 000

1 Grade 8 R 10 000 R 30 000

OCTOBER 2015

Fasset UpdateNSFAS Loan Repayment Grant

Ensuring retention of learners on learnerships

• 3 year learnership attracts a R 60,000 grant towards settling NSFAS account

• Transformation in the sector: Black African learners and people with disabilities

• Learners currently commencing, undergoing, or completing a learnership in the

2015 calendar year with a Fasset employer

• Employed learner or an employer representative may apply

• Black African learners will be relieved of their NSFAS financial burden

• Change: Salary threshold no longer applies

OCTOBER 2015

Fasset UpdateNSFAS Grant Amounts

Length Tariff Amount

12 (1 year)On registration R 5,000

In month 12 of the learnership R 25,000

24 (2 year)

On registration R 5,000

In month 6 of the 24-month learnership R 15,000


36 (3 year)

On registration R 5,000




OCTOBER 2015

Bridging Projects

Designed to assist unemployed learners (NQF levels 4 – 8) and bridge the gap between theoretical learning and workplace experience

• In July 2015, Fasset approved 20 new projects to the value of R 249.1m for

2016/17 and 6050 learners stand to benefit. A further R 26m is available for

this funding window.

• Fasset approved 18 new projects to the value of R 127m for 2015/16 and

3009 learners stand to benefit.

• Details on each project can be found on the website: www.fasset.org.za

Fasset UpdateOCTOBER 2015

http://www.fasset.org.za/

Bridging Projects

The strategic focus is on:

• Bridging Programmes for Access to Higher Education NQF 4/5

• Academic Programmes that Lead to Academic/Professional Body

Qualifications and Designations NQF 6-8

• Bridging Programmes for Access to Employment NQF 6-7

Fasset UpdateOCTOBER 2015

TVET Learners Workplace-based Experience Project Fasset Update

• The Department of Higher Education and Training identified the need to capacitate public TVET Colleges, to become the preferred providers of occupational skills, as relevant, in South Africa.

• This need was identified to address the high unemployment rate amongst the age group 16 – 34.

• Fasset is implementing a project aimed at facilitating and funding workplace-based experience for graduates from public TVET Colleges in the 2015/2016 financial year.

• A standard monthly stipend and travel allowance is funded for the placement of learners at employers from the Fasset sector for the full 18 months.

• Information and application forms can be found on the Fasset website.

OCTOBER 2015

Fasset UpdateLifelong Learning Calendar – 2015/2016

Only firms registered with Fasset will be able to register for the events (SDL payers and Non-Levy payers). Information is sent to SDF’s within an organisation.

This calendar is subject to change

Month Topics

April 2015 Influencing and Negotiation Skills

May 2015 Management and Leadership Skills

June 2015 Effective Client Services

July 2015 Labour Legislation Update

August 2015 Compliance with Changes in Legislation Update

September 2015 Time and Stress Management

October 2015 Project Management

November 2015 Global Economics Trends or Ethics, Risk, Governance and Fraud

February 2016 Office Etiquette and Diversity in the work place

March 2016 Budget and Tax Update 2016

OCTOBER 2015

Fasset UpdateCareer Awareness

Communicate the number of career options within the Finance and Accounting sector through various tools

• Below-the-line advertising

• Career Exhibitions

• Partnerships

• Brand Ambassador appointed at the following institutions:

Goldfields College, FS Mnambithi College, KZN Sekhukhune College, LP Gert Sibande College, MP Nelson Mandela Metropolitan University, EC University of the State, FS Ekurhuleni West College, GP

Durban University of Technology, KZN Waterberg College, LP Letaba College, LP Northern Cape Urban College , NC Orbit College, NW False Bay College, WC Mthashana College, KZN

OCTOBER 2015

Fasset UpdateTools

• Fasset website: www.fasset.org.za

• On the website you can gain access to the following:

− Download all the application forms you require IRO grants

− Seta Management System (For SDFs)

− Latest Fasset information

− List of all the relevant Fasset contacts

− List of Fasset learnerships

− Apply for Mandatory Grant online

− Lifelong Learning calendar

OCTOBER 2015

http://www.fasset.org.za/

https://www.facebook.com/fasset.org

http://www.linkedin.com/company/financial-and-accounting-services-seta-fasset-?trk=cp_followed_name_financial-and-accounting-services-seta-fasset-

Thank You

Fasset Briefing SessionOCTOBER 2015

General Instructions to Bidders


Instructions

General notes related to the Briefing Session

• Attendance registers: Each bidder MUST sign the technical session register.

• In addition to the signed register, each bidder will be issued with a colour coded

letter of attendance with a Fasset stamp and a Fasset signature.

• This letter of attendance must be included in your original copy of your bid submission!

• Minutes of the briefing session will be emailed to all attendees within 5 days after the

briefing session.


Instructions

General notes related to the Briefing Session

• Bidders are reminded: Telephonic requests for clarification will still 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 via email from Tania Lee ([email protected]).

• A reply will be forwarded within three (3) working days. All questions and answers will

be published on the Fasset website as appropriate and e-mails will be sent to all

prospective bidders after the cut-off date, for queries ie Friday, 23 October 2015.

• The bid reference number should be quoted in all correspondence.

- FAS/TL/PD/BP/CON0743/Y15


mailto:[email protected]

Instructions CONDITIONS AND INSTRUCTIONS THAT BIDDERS NEED TO TAKE NOTE OF:

• One (1) original plus four (4) hard copies as well as one (1) soft copy (CD) of the

bid, i.e. five (5) documents and a CD be handed in/delivered to the address on

the bid document. (Soft copy must be in Word or writable PDF!);

• Please take note of specific formats requested in certain sections!

• Only bids that are submitted as one (1) original plus four (4) hard 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.

• 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.


Instructions CONDITIONS AND INSTRUCTIONS THAT BIDDERS NEED TO TAKE NOTE OF:

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

Bid number FAS/TL/PD/BP/CON0743/Y16

Friday, 30 October 2015 (at 11:00).

The name and address of the bidder

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

• Bids received late shall not be considered. A bid will be considered late if it arrived

even one second after 11:00 or any time thereafter. The tender (bid) box shall be

locked at exactly 11:00 and bids arriving late will not be considered under any

circumstances. Bids received late shall be returned unopened to the bidder. Bidders

are therefore strongly advised to ensure that bids be despatched allowing enough time

for any unforeseen events that may delay the delivery of the bid.


Instructions

GENERAL CONDITIONS OF CONTRACT• 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/Procurement/Procurement.aspx

SECTION A

Please note Section A should NOT be submitted with the proposal. The following

areas are included to guide your proposal.

• TERMS OF REFERENCE (TOR)

• EVALUATION PROCESS

• CONTRACT FORM


http://www.fasset.org.za/Procurement/Procurement.aspx

http://www.fasset.org.za/Procurement/Procurement.aspx

SECTION B Part 1 - 14To be completed and submitted as part of the proposal


SECTION B

• Section B has been separated into unique parts.• The response document should be indexed for

convenience.


SECTION BFasset Briefing Session


SECTION BFasset Briefing Session


SPECIAL CONDITIONS OF BID AND CONTRACT

• 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.

• 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.

• Bidders must complete, sign 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.

INTELLECTUAL PROPERTY, INVENTIONS AND COPYRIGHT

• 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.

Fasset Briefing SessionSECTION B: Part 1 FAS/TL/PD/BP/CON0743/Y16

SARS Tax Clearance Certificate(s)

• 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.

Fasset Briefing SessionSECTION B: Part 2 FAS/TL/PD/BP/CON0743/Y16

Additional Registration Certificates

Declaration of Interest

Declaration of past SCM Practices…

Certificate of Independent Bid Determination

HIV and AIDS Policy

Preference Points Claim form ITO the Preferential Procurement Regulations 2011 Declaration of Local Content

This form has to be completed if providers intend to provide promotional items to learners on their programme(s);Whatever is stipulated on the form at the time of submission will be valid for the term of the contract.

Sub Section: Pre Compliance Checklist

Invitation to Bid

Sub Section: Executive Summary (To be submitted in MS Word)

Fasset Briefing SessionSECTION B: Part 3 - 10 FAS/TL/PD/BP/CON0743/Y16

Fasset Briefing SessionSECTION B: 11 - 14

Part 11: Technical Approach including: Overall implementation strategy Recruitment and Selection strategy Placement Strategy Project Plan and approach to project management Risk Management Strategy Monitoring and Reporting Capability of staff to be used

Part 12: Compulsory CV template

Part 13: Experience in this field Company Profile Proof of Accreditation Detail of relevant experience conducting similar programmes

Part 14: Pricing Schedule (Professional Services)


ADDITIONAL INFORMATION REQUIREMENTS

• 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.

• No additional information will be accepted from any individual bidder without such

information having been requested.

FORMAT OF BIDS

• 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.


NB: Please take special care to ensure that your submission is professionally bound!

SECTION B FAS/TL/PD/BP/CON0743/Y16

Supply Chain Management (SCM)


SCM Process

Potential Providers access documentation by:

Downloading from Fasset's website Request via email from Fasset

Fasset advertisement appears in:

The Government Gazette The Fasset website


SCM Process

Round 1:

Compliance

• Each submission is checked for compliance. i.e. Does the submission contain the required documentation?


SCM Process

Round 2: Functionality

• Each submission is evaluated by the bid evaluation committee according to the evaluation criteria indicated in the bid document. It is therefore important to ensure that your submission addresses all the items included in the evaluation criteria and providers are urged to note the weighting that is attached to each criterion.

• A score is allocated to each submission and if the document scores more than the minimum requirement for functionality e.g. 70%, it will move to the next round in the evaluation process.


SCM Process

Round 2: Functionality

• Each submission is evaluated by the bid evaluation committee according to the evaluation criteria indicated in the bid document. It is therefore important to ensure that your submission addresses all the items included in the evaluation criteria and providers are urged to note the weighting that is attached to each criterion.

• A score is allocated to each submission and if the document scores more than the minimum requirement for functionality e.g. 70%, it will move to the next round in the evaluation process.


SCM ProcessFasset Briefing Session


SCM Process

COMBINING PRICE AND B-BBEE POINTS

It is important to note that the BEC may recommend that the contract be awarded to a bidder obtaining the highest aggregate mark or to a lower scoring bid on justifiable

grounds.

(The BPC also reserves the right not to approve the highest bidder)


Board Procurement Committee (BPC)


SCM Process

ADJUDICATION OF BID

Successful / unsuccessful bidders will be notified either via email and / or telephonically.

The names of successful bidders will also be advertised in the Government Gazette and on the Fasset website.

Contracting will follow.


SCM

QUESTIONS


Board Strategy

Briefing SessionFAS/TL/PD/BP/CON0743/Y16

No. INTERVENTION Rand value (Millions)

Pipeline imperative NQF Level

1 Bridging programmes for access into higher education

Approx. R 12,1m

Access, entry level to academic

4/5

2 Academic programmes that lead to academic and/or professional body qualifications/designations in the Fasset sector

Approx. R 120,5m+ R 26m

Academic exit level 6-8

4 Bridging programmes for access into employment

Approx. R 120,5m

Training, entry level to employment

6-7*

Board StrategyBriefing Session


Board Strategy: Learning Programme Alignment:

Scarce skills

Bridging / Academic Programmes which will alleviate

the scarce and critical skills needs predominantly in the

Fasset sector (For example, Trainee Accountants)

√

Black learners African √

South African citizens South African citizens √

NQF levels 5 - 8 Bridging / Academic Programmes (PIVOTAL) √

Board StrategyBriefing Session


Briefing SessionFAS/TL/PD/BP/CON0743/Y15


Tender Objectives NQF 6 - 8OVERALL OBJECTIVE

• Pivotal programmes that lead to progression in or completion of Academic or Professional Body qualifications at NQF 6-8;

OR • Non-Pivotal programmes that result in the attainment of a Professional

Body designation at NQF 6-8. • Programmes must either be aligned to the top ten scarce skills in the Fasset

sector OR address the provision of Finance and Accounting skills in the broader economy including the Fasset sector.


TRAINING PROGRAMME OBJECTIVE

For all bidders: PIVOTAL PROGRAMMES

For undergraduate students: Programmes may lead to progression from one academic year to the next e.g. 1st to 2nd year, and/or from 2nd to 3rd year and/or from 3rd to 4th year; OR result in the completion of an Academic or Professional Body qualification. The underpinning criterion is that learners are registered or enrolled on a qualification pegged at NQF 6-8. (Programmes may address any one part or multiple parts of the academic progression route where a blockage(s) is identified). The proposed programme(s) must show a significant increase in throughput rates as benchmarked nationally or against similar candidates in previous years.

OR

For completion of a professional body qualification and placement where appropriate: The proposed programme(s) must show a significant increase in throughput rates as benchmarked nationally or against similar candidates in previous years.

OR

For ALL final year students: Completion of a qualification or designation and placement of 70% of the candidates (see definition of placement in the glossary).

Fasset Briefing SessionTender Objectives NQF 6 - 8 FAS/TL/PD/BP/CON0743/Y16


For Professional Bodies:

NON-PIVOTAL PROGRAMMES Programmes must result in the attainment of a Professional Body designation as obtained via an assessment process: The professional pathway needs to demonstrate that the designation is at or equivalent to NQF 6-8. The proposed programme(s) must show a significant increase in throughput rates as benchmarked nationally or against similar candidates in previous years. NB: If the programme is aimed at unemployed candidates then a minimum of 70% of the candidates must be placed into the workplace in fulltime employment.

Programmes must either be aligned to the top ten scarce skills in the Fasset sector OR address the provision of Finance and Accounting skills in the broader economy including the Fasset sector.



Fasset’s revised Mission statement is as follows:• To increase the flow of new finance and accountancy entrants into employment• To develop and grow the skills required in the sector• To facilitate transformation of the finance and accountancy sector

In light of this, preference will be given to programmes that are aimed at: • increasing the pool of Finance and Accounting skills for the broader economy; and• programmes that will address the scarce skills needs of the Fasset sector specifically.



PLACEMENT AND PASS RATE OBJECTIVES

All options below must be mapped to one of the top ten identified scarce skills in the Fasset SSP

• For Undergraduates students: Progression in academic years from 1st to 2nd year, and/or from 2nd to 3rd year and/or from 3rd to 4th year. (Programmes may address any part of the academic progression route where an identified blockage is prevalent.) The proposed programme(s) must show a significant increase in throughput rates as benchmarked nationally or against similar candidates in previous years.

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


PLACEMENT AND PASS RATE OBJECTIVES

All options below must be mapped to one of the top ten identified scarce skills in the Fasset SSP

• For Professional Body learners: Completion of a professional body qualification. The proposed programme(s) must show a significant increase in throughput rates as benchmarked nationally or against similar candidates in previous years.


Tender Objectives NQF 6-8

Reporting Requirements


Registration of Learners• A duly signed skills programme agreement or a duly signed Learner

registration form with clear start and end dates of the programme; and• Learner’s ID copy;• Copy of learner’s highest qualification.





Monthly Progress Updates• A narrative report in the template provided.• An updated list of learners as per the DHET template,

Details of any learner movements during the course of the month. Learner tracking form IRO early placements; dropouts. Details of learner placements 6 months after the intervention.

• Attendance registers for the month; Must contain the learner ID number; Must be signed by the learner

• Results of assessments; Certificates IRO assessments completed Official transcripts in the case of university learners

• An updated risk register.• An Updated Table of Deliverables where required, with updated Invoice

Schedule Soft copy of supporting documents for invoices.





Academic Bridging Programmes• All the documents listed in “a” above; and• A copy of a completion certificate/statement of results/ETQA assessment

report;• Proof of registration from the University or College; or• A duly signed learnership / Internship agreement; or• A duly signed fixed term employment contract between the learner / intern

and the employer.



QUESTIONS
