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REQUEST FOR BIDPROFESSIONAL SERVICES

BID DETAILS

BID NUMBER: FAS/TL/PD/TIME_AND_STRESS_MANAGEMENT_WORKSHOP/CON827

CLOSE Date: 7 October 2016Time: 11:00

DESCRIPTION: The procurement of a training provider to provide “Time and Stress Management” workshops on a national level to learners on learnerships linked to the top 10 skills in the Fasset sector as well as to other interested Fasset members in November 2016.

BRIEFING SESSION:

Yes √ No

See Section A, 2 on Bid Submission Conditions and Instructions that the bidder needs to take note of.

DETAILS OF BIDDER

Organisation/individual:

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

ORIGINAL COPY NR:

Procurement process administered by Fasset

Version 18: Fasset Professional Services Bid document template August 2016

Bid No: FAS/TL/PD/TIME_AND_STRESS_MANAGEMENT_WORKSHOP/CON827 Fasset Bid Document

Glossary

GLOSSARY

AccreditedThe certification of a provider by the relevant quality council or its delegated quality assurance partner, to deliver and/or assess one or more qualifications, as registered on the NQF.

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

B-BBEEBroad-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

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

ContractorOrganisation 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 TeamThe core team are those members who fill the non-administrative positions against which the experience will be measured.

dti Department of Trade and Industry

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

FassetSector Education and Training Authority (Seta) for Finance, Accounting, Management Consulting and other Financial Services

GCC General Conditions of Contract

IP Intellectual Property

NIPP National Industrial Participation Programme

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

Originally certifiedTo 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 Management

SLA Service Level Agreement

CSD Central Supplier Database

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SECTION A

DOCUMENTS IN THIS BID DOCUMENT PACK

Bidders are to ensure that they have received all pages (89) 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 1: Background

Section A 2: Bid Submission Conditions and Instructions

Section A 3: Terms of Reference

Section A 4: Evaluation Process/Criteria

Section A Part 5: 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 B

Part 1: Special Conditions of Bid and Contract and POPI Act Consent : Special conditions that the bidder needs to accept

Part 2: Tax Clearance Certificate Part 3: Additional Registration Certificates and CSD Summary Report Part 4: Declaration of Interest Part 5: Declaration of bidder’s past SCM practices Part 6: Certificate of Independent Bid Determination Part 7: Preference Points Claim form in terms of the Preferential Procurement

Regulations 2011 Part 8: Declaration Certificate for Local Production and Content for Designated

Sectors Part 9: Invitation to Bid Part 10: Compulsory CV template and References Part 11: Pricing Schedule (Professional Services)

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SECTION A

SECTION A(This section must not be returned as part of the bid

document)

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Section A 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.

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Section A 2: Bid submission conditions and instructions

BID SUBMISSION CONDITIONS AND INSTRUCTIONS

CONDITIONS AND INSTRUCTIONS THAT BIDDERS NEED TO TAKE NOTE OF

1 FRAUD AND CORRUPTION

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

2 BRIEFING SESSION

2.1 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 12:00 on 03 October 2016. 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, (CD / DVD or memory card / flash drive) of the bid, (The electronic copy format should be a secure PDF) i.e. four documents and a Soft Copy be handed in/delivered to:

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

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

OR

* POSTED TO: The Projects Specialist, 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 complete and sign the Register which is kept by the Receptionist.

No faxed or e-mailed quotations will be accepted

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mailto:[email protected]



Respondents should ensure that quotations are delivered to Fasset before the closing date and time to the correct physical address. If the quotation

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

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

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

4.2 Only bids that are submitted as one (1) original and three (3) copies and an electronic copy 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 nearly 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:

FAS/TL/PD/TIME_AND_STRESS_MANAGEMENT_WORKSHOP/CON0827) - Bid number

Closing date and time 11h00 on 07 October 2016 The name and address of the bidder

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

5 LATE BIDS

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

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

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

6 DIRECTIONS TO FASSET OFFICES FOR DELIVERY OF BIDS / COMPULSORY BRIEFING

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

6.1 Directions from N1 Pretoria / Polokwane

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

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

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

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

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

Pendoring (± 300m from the corner).

6.2 Directions from O.R Tambo International Airport

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

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

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

Modderfontein, London Road and Marlboro Drive At the Buccleuch Interchange, the N3 highway will become the N1 highway.

Follow the Roodepoort / Bloemfontein signs Proceed straight on the N1 highway, past the following turnoffs: Rivonia

Road, William Nicol, Malibongwe Take the next turnoff, Beyers Naude Drive and turn left into Beyers Naude

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

Pendoring (± 300m from the corner).

DIRECTIONS TO FASSET

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

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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.

8 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/Procurement/Procurement.aspx

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Bid No: FAS/TL/PD/TIME AND STRESS MANAGEMENT WORKSHOP/ CON827/17 Fasset Bid Document

Section A 3: Terms of Reference (TOR)

TERMS OF REFERENCE (TOR)

1 BACKGROUND TO THE PROJECT

1.1 The Finance and Accounting Services (Fasset) Seta has identified a need to provide full day workshops on Time and Stress Management to learners on learnerships linked to the top 10 skills in the Fasset sector as well as to other interested Fasset members.

2 CONTRACT PERIOD

2.1 Fasset would like this assignment to commence no later than 01 October 2016 and to be completed by 31 January 2017.

3 ROLES AND OBJECTIVES

3.1 Fasset is seeking to appoint an accredited, suitably qualified and experienced training provider to work with Fasset to present full day workshops on Time and Stress Management to an expected number of 2200 delegates, at 24 venues (including webinars and additional venues).

3.2 The intervention must be credit-bearing and must be linked to a PIVOTAL training programme but is not to be assessed by Fasset. Learners can voluntarily elect to complete the assessment(s) against a specific qualification at a later date.

4 SCOPE OF WORK AND SPECIFICATIONS

4.1 Topics should include but is not limited to:

4.2 Fasset is seeking to appoint an accredited, suitably qualified and experienced training provider to work with Fasset to present one day course on Time and Stress Management to an expected number of 2200 delegates, at 24 venues nationally. These should include but is not limited to:

An overview of Managing Time and Stress The changing approach to work-life balance Ensuring a balance between professional goals and personal time

Planning effectively and de-stressing to eliminate productivity loss Managing your own stress

Setting goals and targets Implementing effective resource management Using personal and team task lists Allocating and prioritising tasks Organising one’s workplace for peak performance Eliminating time-wasters and procrastination Techniques for interacting with difficult people Physical and mental techniques for coping with stress Avoiding unnecessary stress and reducing uncertainty Tapping into imagery, positive thought, and meditation for handling workplace stress

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Other areas not included above. The workshop should cover all issues pertinent to this area and the latest changes and developments in the area

Staying in control: how to use stress to your advantage and handle burnout

5 COMPETENCY AND EXPERTISE REQUIREMENTS

5.1 The delegates will be employees working for firms registered with the Fasset Seta (who are principally small, medium and micro enterprises (SMMEs) employing financial and other specialists registered with a range of professional bodies e.g. SAICA, ACCA, SAIPA and at a variety of levels e.g. junior and senior). Delegates will also include general staff who do not have a financial focus in their work e.g. administrators, HR and training professionals.

5.2 Given the Fasset revised strategy to provide suitable employment opportunities for learners who are placed directly from universities of technology, the focus should be on aspects relevant to learner professional development. Topics should be linked to PIVOTAL training programmes and should be credit bearing but is not to be assessed by Fasset. Learners can voluntarily elect to complete the assessment(s) against a specific qualification e.g. generic management at a later date.

5.3 Respondents to the request for bid would, as an absolute minimum, be required to have extensive experience in relation to both the subject matter and the provision and delivery of PIVOTAL training programmes to groups of delegates and must be accredited to offer such training.

6 WHERE SERVICE/S IS/ARE REQUIRED

6.1 It will be required of the training provider to travel around South Africa, urban and rural areas, as courses are scheduled nationally (24 events are scheduled and an additional 4 events, including webinars may take place, depending on demand). Where there is demand from delegates, additional events may be scheduled at a time that is mutually convenient to Fasset and the training provider, however these have (as a minimum) been set out as per the schedule below.

6.2 The Training Provider should, in their project plan, address the requirements in (Part 11: Technical Approach of the Special Conditions of Contract) and include additional areas, suggest value adds and include the requirements outlined in the table below. The list provided is by no means comprehensive and elements of it may be changed in line with best practice in the field. On occasion tenderers omit this plan from their proposal, or do not comprehensively address the requirements of the criteria for evaluation in their proposal. This may substantially affect the scores that service providers receive in the evaluation process. A guideline for completion, which integrates all functionality evaluation criteria, has been included.

6.3 Details of the required deliverables are as follows:

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1. Planning

The 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 1. Submit a comprehensive training programme (plan) for the provision of a full-day PIVOTAL Workshop on Time and Stress Management for learners employed on learnerships and internships with firms registered with Fasset of which 97% are SMMEs.

i. Compile and submit a draft and then final plan and forward to Fasset for approval including as a minimum:

ii. Breakdown of time allocated to each sub-topic

iii. Outline of the: Invitation (draft) Handbook (draft and final) Slide presentation (draft and final) Tools and templates (draft and final) Self-assessment questions and answers

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

final)iv. Methodology of planning, implementing and

reporting for this eventv. The outline of the topics (over and above the

ones suggested above) is to be covered in the course must be specified in the proposal response.

vi. Submit a minimum number of three CVs of the trainers who will be presenting the course (two main speakers are intended to facilitate the presentations, and the other speaker to act as backup in the event that the main speaker is ill or for other reasons of

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

b Time and Stress Management Workshop content is available on the Fasset website. This content will need to be updated in line with new trends and new content areas required in the scope above, i.e. the programme must be PIVOTAL. Use the link below as guidance.

c Article (MS Word: 47 Kb)d Speaker Presentation (Microsoft

PowerPoint: 678 Kb)e Workbook (MS Word: 975 Kb)f Invitation (Adobe PDF: 1.5 Mb) g Vet and approve the CVs of the

speaker/trainers who will be presenting the course

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force majeure), including relevant qualifications, experience and language competencies.

vii. Ensure that ‘new’ and ‘fresh’ quality speaker CVs are submitted to the Seta for perusal, as far as possible. Delegates who are exposed to the same speaker regularly (i.e. more than 3 times in succession for a specific type of event) may benefit from a fresh approach and presentation style.

viii. Video clips of the speakers assist the evaluation committee with a clear indication 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.

ix. Fasset’s official language is English, however a speaker with the ability to speak Afrikaans and at least one other official language would facilitate communication, especially where delegates may prefer to ask questions in their language e.g. Afrikaans.

1.2 Given the Fasset’s revised strategy to provide sustainable employment opportunities for learners who are placed directly

i. Include / address this focus in the plan and training.

a. Approve and sign off as part of the plan content.

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No. Outcome Training Provider Responsibility Fasset Responsibilityfrom universities and universities of technology, the focusshould be on aspects relevant to learner professional development. Topics should be linked to PIVOTAL Programmes and should be credit bearing but is not to be assessed by Fasset. Learners can voluntarily elect to complete the assessment(s) against a specific qualification e.g. generic management at a later date.

1.3 1. Allocate three speakers who are experts in the topic. A maximum of two trainers are required for the presentation, two main trainers and one replacement trainer is required as a backup or where an additional training event must be scheduled.

2. The minimum number of three 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 discretion).

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’ presentation 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’ course is required for proposed trainers to access 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). The dry-run is intended to test the speaker quality and at most 30 minutes per speaker is usually allocated.

iii. Ensure that proposed speakers are available for the ‘dry-run’ which will be scheduled to

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 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).

d. Attend the full-scale rehearsal to be conducted by the approved speaker.

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take place in the month of October 2016.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.

vii. Should the demand for the course exceed the demand expected, and the trainers are able to service the need by providing additional suitable trainers, these trainers must also undergo a dry-run.

viii. A compulsory full-scale rehearsal of a complete course to be conducted prior to the public courses commencing. This is to ensure that all ‘gremlins’ are identified, and that the level and content of the course is acceptable.

ix. Ensure that approved speakers are available for full-scale rehearsal which will be scheduled to take place in the month of October 2016. Subsequent to this rehearsal changes to the material, content, level and timing of the course may be required.

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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. Delivery of a PIVOTAL course to a standard suitable to Fasset learner. Refer to the Fasset website for full information on the Fasset sector membership.

2. The course material and full-day course (see draft agenda below) must train Fasset stakeholders to ensure (but not limited to) an intermediate understanding of the subject matter.

1. The course material and full-day course (see draft agenda below) must train Fasset stakeholders to ensure (but not limited to) an intermediate understanding of the topic on Time and Stress Management Workshop as it is applicable to professionals in the Fasset sector.

2. The service provider will not need to provide Fasset with an entirely new presentation. Content will need to be updated in line with new trends and any new content areas required in the scope above, i.e. the programme must be PIVOTAL.

3. The course should cover all issues pertinent to this area and the latest changes and developments in the area.

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

Time and Stress Management Workshop for content is available on the Fasset website. This content will need to be updated in line with new trends and new content areas required in the scope above, i.e. the programme must be PIVOTAL. Use the link below as guidance.

Article (MS Word: 47 Kb) Speaker Presentation (Microsoft

PowerPoint: 678 Kb) Workbook (MS Word: 975 Kb) Invitation (Adobe PDF: 1.5 Mb) Vet and approve methodology and

project plan Vet and approve the CVs of the

speaker/trainers who will be presenting the course

2.2 1 Updated course material (invitation to the event, slide presentation,

i. Develop and submit a delegate handbook, slide presentation and assessment questions and

a. Inform the service provider about any additional Fasset standards for the

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tools and templates, handbook, one-page article) to support the topic.

2 The training event should address, but not be limited to the topics listed above and must be PIVOTAL.

answers that will be used as supporting documentation for the course. This comprehensive handbook must include examples, working problems, etc. Amend the handbook as appropriate in accordance with any changes or updates, as required. The Fasset standard for delegate’s handbook, slide presentation and assessment questions and answers is included in the latest material on the website, as well as in line with the slide presentation standards referred to elsewhere in this tender document.

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

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

iv. Submit the documents in line with Fasset’s standards regarding layout, grammar, language, etc. This must be confirmed prior to the commencement of the event. Service providers often use their own, or modify the format of the Fasset presentation. This is not allowed. The Fasset presentation must be used as is, with detailed regard for formatting and presentation of the slide presentation.

v. Make changes to the course material as required by Fasset.

vi. Fasset reserves the right to reject material

delegate’s handbook, slide presentation and assessment questions and answers prior to the finalisation of the course material.

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

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

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

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

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

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

viii.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 course).

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 the invitation in line with Fasset requirements.

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

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4. Course DeliverablesPresentation of the course to Fasset members. Detailed outcomes and service levels required:


4.1 1. Course delivered to the Fasset members

i. Present the course according to the approved host, venue and training schedule to the Fasset members who are attending (group size may vary, but approximately 2200 delegates, in total across different venues, are to be trained in class sizes of between 20 and 120, depending on demand). As class size may vary, trainers must be familiar with techniques for small and large class management.

ii. Present the course 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. The trainers are expected to uphold the following criteria at the different courses and venues: Presentability Language Proficiency Punctuality Professionalism

iv. Under no circumstances may the speaker share service level aspects of this contract with delegates. For example, drawing attention of delegates to Fasset minimum standards for speaker quality, and the impact this may have on Fasset continuing to use a specific speaker, is prohibited.

a. Advertising and invitation costs.b. Registration of delegates for the event via the

Fasset online system.c. Reproduction and provision of training material

in the form of a delegate guide to all delegates.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 and paying for the venue and catering.h. Providing a flipchart and flipchart markers (or

other required equipment).i. Accommodation outside of the province in which

the training provider resides.j. Booking of travel (including flights and car hire)

and accommodation outside of the province in which the training provider resides in to be made by Fasset and paid for by Fasset.

k. Fasset expects the service provider to attend to hosting and registration requirements for the smaller venues (i.e. between 20 and 90) delegates).

l. Assign a Fasset representative (or marketing

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v. Fasset shall not pay for any speaker fees related to any cancelled sessions.

vi. Fasset is not responsible 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 will 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 transport themselves to the venue. Where the venue is in 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 are expected to travel with the Fasset hosts to allow for cost-effective travelling.

xi. The trainers may, for smaller training sessions where no Fasset host is present, 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 are not limited to: Playing the Fasset DVD if applicable and

referring delegates to Fasset marketing material.

Ensuring registers are completed by delegates on their arrival.

material that may include a DVD) to officially open and close courses 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. Cancel any session/s where there are less than 20 registered attendees and advise (where possible) the training provider seven calendar days in advance.

p. 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.

q. It is the responsibility of the speaker to familiarise themselves with the memorandum and Fasset expectation before training commences.

r. Implement the Fasset policy with regard to meals i.e. Lunch is normally served on the

airplane/venue so no expenses should be incurred here

Breakfast may be ordered from the hotel menu/buffet

Dinner and 2 beverages may be ordered from the hotel menu/buffet.

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No. Outcome Training Provider Responsibility Fasset Responsibility 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 that name labels are distributed. Ensuring that unregistered delegates

complete a delegate registration form to enable Fasset to verify numbers and later report against delegate numbers.

Ensuring the venue is set up properly and that the meal breaks, food and beverages ordered through the venue (including special meals) are provided to quality and on time.

Collecting completed evaluation forms from delegates.

Fax completed registers and registration forms for unregistered delegates through to a designated fax number if requested by Fasset.

To calculate from the evaluation forms and sms to a specific cell-phone number delegate feedback on the following two items to be included in the evaluation forms: 1) speaker quality 2) overall event

Ensure that a host evaluation form is completed and returned to Fasset with the evaluation forms (or via email). 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.

s. Implement the Fasset policy with regard to: Hotel transfers and airport shuttles ex-the

province where the speaker resides Car rental to and from the hotel/venue ex-the

province where the speaker resides Excluding parking fees at the airport in the

province in which the training provider residest. Implement the Fasset policy with regard to

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

such as Holiday Inn, City Lodge) This excludes costs incurred whilst staying at

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

Where the travel radius for speakers amounts to a lesser amount than accommodation and meals, Fasset will reimburse the speaker for travel at the delegate travel reimbursement rate which changes from time-to-time (and is currently set at SARS rate R3.29/km). This must be pre-arranged with Fasset, and is at the Seta’s discretion.

Airport parking and transfer costs for speakers to the airport from the province / city of residence is not reimbursable cost and must be included in the costing from the service provider.

u. Fasset is required to adopt cost-saving measures in line with National Treasury Instruction 01 of 2013/2014 Cost Containment measures.

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No. Outcome Training Provider Responsibility Fasset Responsibility Attending to all aspects of the Fasset

memorandum 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).

v. Review speaker feedback from the evaluation to be received daily from the delegates, and provide feedback to the speakers generally via the project manager of the appointed training company.

w. Provide formal feedback to the training provider and request the replacement of speakers not achieving 90% minimum good-excellent speaker rating on evaluation forms. (Should speakers score between 80% to 89% good to excellent ratings (below the acceptable level), the Seta may (at their discretion), move the under-performing speaker to smaller venues in the short-term, but choose to remove the speaker at soon as is practical.)

x. Fasset has a 5 point rating scale with the ratings: Excellent, Good, Average. Fair and Poor.

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

z. Analyse the data gathered on evaluation forms.

2. Course delivered to the Fasset members via webinar

i. Book webinar session(s) with the approved provider.

ii. Monitor webinar bookings and communicate to Fasset.

iii. Coordinate the recording of the webinar.iv. Send confirmation to delegates booked.v. Record and package the webinar in a format that

can be accessed by stakeholders.

a. Assess and approve webinar booking(s).b. Monitor webinar bookings.c. Process payment for webinar(s).d. Vet and approve the recording.

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5. General

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


5.1 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.

ii. A closure meeting, at the end of the event, may be requested by the Seta.

a. Schedule meetings and advise the training provider within a reasonable timeframe.

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

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

5.2 1. Use of branding during the courses 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 courses except during the introduction by Fasset where the CV of the speaker 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 proposed speakers will be included in the Fasset invitation to this event) unless permission has been granted from the Seta.

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

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

c. Provide training provider with Fasset templates.

5.3 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.

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SECTION A Part 3: Proposal Requirements

1. Pre-qualification criteria

Fasset’s Board have identified the following pre-qualification criteria for providers who want to tender with Fasset:

i. The tenderer must have a stipulated minimum B-BBEE Black ownership status of 51%; ii. If a tenderer does not meet the criterion above then the tenderer must sub-contract at a

minimum of 30 per cent of the value of the contract to one or more black owned EMEs.

NB: A tender that fails to meet the pre-qualification criteria will not be accepted.

Tenderers who are excluded from the above requirement are:

Public Universities and Universities of Technology not partnering with a private provider; Professional Bodies in the Fasset sector not partnering with a private provider; and Section 21 companies not partnering with a private provider.

If one of the excluded organisations above intends partnering with a private provider(s)then the private provider(s) must meet the Fasset prequalification criteria, i.e.

A. The private provider(s) must have a stipulated minimum B-BBEE Black ownership status of51%; and

B. If the private provider(s) does not meet the criterion above then the provider must sub- contract at a minimum of 30 per cent of the value of the contract to one or more black owned EMEs.

Please note that Fasset may, on reasonable and justifiable grounds, award a contract to a tenderer that did not score the highest number of points.

2. Proposal Requirements

The Training Provider should, in their project plan, address the requirements in 15.13 (Part 11: Technical Approach, of the Special Conditions of Contract) and include additional areas and suggest value adds.

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, 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 dividers and section breaks will assist the evaluator.

Detail concerning the evaluation criteria is provided hereunder.

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2.1 Experience in arranging courses, course developers and speakers

Ensure that an explanation and evidence is included to show the contractors (or their staff) have experience in training, and expertise to offer the technical content of the course being tendered for. This should be indicated on their CVs and in testimonials from previous clients

2.2 Ability to deliver training nationally in approximately 24 venues over a period of 4 weeks

Ability to deliver training nationally a minimum of 24 venues over a period of 4 weeks. 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 located nationally. A range of speakers will also show national reach. Full-time trainers, or a network of consultants, will provide the company with a greater ability to address this criterion. For smaller events consisting of runs of less than ten events, the capacity of the speaker to work for a stretch of time, independently and away from the office is important.

2.3 Proposed project plan and approach to project management

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.’

The work plan could for example cover the following:

Outcome/ outputs

and activities

MONTHS Person days

allocated1 2 3 4 5 6 7 8 9 10 11 12

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:o The lines of reporting and supervision within the respondent’s team.o The lines of reporting between the respondent and the Fasset Seta and other

stakeholders, if applicable.o 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.o Describe the tasks, duties or functions to be performed by staff in these positions.o Indicate the number of hours required to complete each task and the number of hours

to be provided by each team member.

2.4 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 1: Terms of

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Reference (10. Draft copy of Invitation) and is available on Fasset’s website under “Previous Events”. Please include a précis of the company profile and the speaker CVs.

It is helpful to include the suggested timing of each topic.

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

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:o The lines of reporting and supervision within the respondent’s team.o The lines of reporting between the respondent and the Fasset Seta and other

stakeholders, if applicable.o 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.o Describe the tasks, duties or functions to be performed by staff in these positions.o Indicate the number of hours required to complete each task and the number of hours

to be provided by each team member.o 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

2.6 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:

o Presenter/s unable to present on designated day.o Course material not provided by the deadline date.

Include a full risk register with mitigating actions.

2.7 Expertise in the content of the subject

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

For facilitators and/or trainers, CV and testimonial from previous clients should indicate that the facilitator has expertise in the content of the subject.

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

2.8 Expertise in facilitation/training

For each training 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.

For facilitators and/or trainers, CVs should indicate that they have expertise in facilitating/training.

Preference will be given to providers who include Black African facilitators as part of the team.

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

2.9 CVs of speakers (incl. 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.

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

Include photographs of the speakers if available. For facilitators and/or trainers, CVs should indicate that they have expertise in

facilitating/training. Preference will be given to providers who include Black African facilitators as part of the team. 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 template includes space for reference information to be included however this can be presented separately in two sections for the company and for the proposed speaker.

2.10 Appropriateness of speakers (incl. backup speakers) to the Fasset sector

‘New’ and ‘high’ quality speaker CVs submitted to the Seta for perusal will be favourably rated . Delegates who are exposed to the same speaker regularly (i.e. more than 3 times in

succession for a specific type of event) will benefit from a fresh approach and presentation style and new speaker CVs will be well-rated.

Speaker CVs must, importantly, show expertise in the content of the subject. CVs from specialist speakers will be well-rated. Include a pull of Black African facilitators in your proposed pull. Speakers who have trained in firms aligned to the financial services sector will be well-rated.

Although Fasset operates as a public entity, the delegates attending this training course will be working for private sector organisations and would benefit from speakers who are familiar with this environment.

2.11 Detail of assignment or referral letters with contact information from 3 clients for the speakers proposed

We need to determine the applicability of the bidder to the TOR. Detail of past assignments, referral letter from clients or employers (on letterheads or on

emails) with contact information from 3 clients for the speakers will be beneficial for this section. Please indicate if the speaker and company are the same.

Three contactable references for similar work undertaken in this area in the past 24 months for the speaker proposed could be included.

2.12 Detail of assignment or reference letters with contact information from 3 clients for the company proposing

We need to determine the applicability of the bidder to the TOR. Detail of past assignments, referral letter from clients or employers (on letterheads or on

emails) with contact information from 3 clients for the company proposing will be beneficial for this section.

Three contactable references for similar work undertaken in this area in the past 24 months for the company could be included.

Detail of assignment, referral letter and contact information from 3 clients for the company proposing could be included.

Such information could include a company profile, a list of engagements. However sufficient detail must be included – not just a list of clients.

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Please include relevant information only. Tender submissions often include large qualitative of company promotional material, much of which is not relevant, or brief.

2.13 Pricing Schedule

The pricing schedule must be submitted electronically as per the MS Excel spreadsheet in the tender pack. This allows the Seta to confirm the accuracy of addition.

Potential service providers are encouraged to submit the most competitive pricing. The winning price(s) for all Fasset tenders awarded are advertised in the tender section of the Fasset website. Potential providers are strongly recommended to review this section in order to inform the pricing they choose to submit.

Should service providers progress to the second phase of tender evaluation i.e. if they achieve the minimum level for functionality described elsewhere in this document, the most competitively priced provider will then score the highest marks and will be recommended for contracting.

3 Guideline criteria for PowerPoint presentations

Presentation Design

Let the picture or graphics tell the story - minimize the use of text. Don’t overload your slides with too much text or data. FOCUS. In general, using a few powerful slides is the aim unless presentation is intended to

impart knowledge. Type key words in the PowerPoint Notes area listing what to say when displaying the slide. The

notes are printable. Number your slides and give them a title. Prepare an Agenda or Table of Contents slide. You can reuse the same slide at the end of the

presentation by changing the title to Summary. Use the Fasset template which will include the Fasset logo slide for your presentation. You can add a graphic to every slide using the slide master feature or by adding them to the

footer. Do not interfere with the integrity of the Fasset logo. Proofread everything, including visuals and numbers. Keep “like” topics together. Strive for similar line lengths for text. Don’t copy & paste slides from different sources as this does not translate well from one slide

presentation to another.

Printed format of slides

Number your slides and give them a title. Ensure the slides print well in grey scale. Ensure that the text is not so small. The audience must be able to read the slides printed 3 to a

page hand-out with a notes section to the right.

Font size

A font size of 28 to 34 with a bold font is recommended for subtitles. The title default size is 44. Use the Fasset corporate font and colour as per the Fasset Corporate Identity manual.

The fonts used in the presentation should be large enough to be seen from the audience, and a minimum font size of 32 is usually recommended. Dark text on a light background is typically the easiest for audience members to read.

Font size must be large enough to be easily read. Size 28 to 34 with a bold font is recommended.

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It is distracting if you use too wide a variety of fonts. Pick an easy-to-read font face. Carefully select font sizes for headers and text. Select sans-serif fonts such as Arial or Helvetica. Avoid serif fonts such as Times New Roman

or Palatino as they are sometimes more difficult to read. Use no font size smaller than 24 point. Clearly label each screen. Use a larger font (35-45 points) or different colour for the title. Use a single sans-serif font for most of the presentation. Use different colours, sizes and styles

(bold, underline) for impact. Avoid italicized fonts as they are difficult to read quickly. No more than 6-8 words per line For bullet points, use the 6 x 6 Rule. One thought per line with no more than 6 words per line

and no more than 6 lines per slide Use dark text on light background or light text on dark background. However, dark

backgrounds sometimes make it difficult for some people to read the text. Do not use all caps except for titles. To test the font, stand back six feet from the monitor and see if you can read the slide. Overuse of text is a common mistake. Too much text makes the slide unreadable. You may just as well show a blank slide. Stick to a

few key words. If your audience is reading the slides they are not paying attention to you. If possible, make

your point with graphics instead of text. You can use Word Art, or a clip art image of a sign, to convey text in a more interesting way.

Visuals

Use clear, simple visuals. Don’t confuse the audience. Use contrast: light on dark or dark on light. In order for the audience to discern the text contained on the slide, be sure to contrast the

colours used in the presentation. That way, the text will be easy to distinguish from the background. Avoid using colours that blend into the background or that are difficult to see, such as yellow.

Graphics should make a key concept clearer. Place your graphics in a similar location within each screen. To temporarily clear the screen press W or B during the presentation. Press any key to resume

the presentation.

Graphs

Graphical Presentations should be graphical in nature. Use charts and graphs to illustrate concepts and ideas, and to show data results. Graphs are far more powerful for illustrating trends or surprising results than mere words can be.

Overuse of text is a common mistake. Too much text makes the slide unreadable. You may just as well show a blank slide. Stick to a

few key words. If your audience is reading the slides they are not paying attention to you. If possible, make

your point with graphics instead of text. You can use Word Art, or a clip art image of a sign, to convey text in a more interesting way.

Bullets

In the presentation, use bullet points as talking points. Resist the temptation to fill the PowerPoint slides with excessive text.

It is often more effective to have bulleted points appear one at a time so the audience listens to the presenter rather than reading the screen.

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Numbers

Numbers are usually confusing to the audience. Use as few as possible and allow extra time for the audience to do the math.

Numbers should never be ultra-precise: o “Anticipated Revenues of $660,101.83” looks silly. Are your numbers that accurate?

Just say $660 thousand. o “The Break Even Point is 1048.17 units. Are you selling fractions of a unit? o Don’t show pennies. Cost per unit is about the only time you would need to show

pennies. If you have more than 12-15 numbers on a slide, that’s probably too many. Using only one number per sentence helps the audience absorb the data.

Statistics

Use the same scale for numbers on a slide. Don’t compare thousands to millions. When using sales data, stick to a single market in the presentation. Worldwide sales, domestic

sales, industry sales, company sales, divisional sales, or sales to a specific market segment are all different scales. They should not be mixed.

Cite your source on the same slide as the statistic, using a smaller size font.

Charts

Charts need to be clearly labelled. You can make more interesting charts by adding elements from the drawing toolbar.

Numbers in tables are both hard to see and to understand. There is usually a better way to present your numerical data than with columns and rows of numbers. Get creative!

PowerPoint deletes portions of charts and worksheets that are imported from Excel, keeping only the leftmost 5.5 inches. Plan ahead.

Backgrounds

Backgrounds should never distract from the presentation. Using the default white background is hard on the viewer’s eyes. You can easily add a design

style or a colour to the background. Backgrounds that are light coloured with dark text, or vice versa, look good. A dark background

with white font reduces glare. Colours appear lighter when projected. Pale colours often appear as white. Consistent backgrounds add to a professional appearance. For a long presentation, you may want to change background designs when shifting to a new

topic.

Consistency

Each slide in a presentation should have a consistent look and feel. Use the same fonts, colours, and backgrounds throughout the presentation. The continuity of the presentation will give it a professional appearance.

Place your graphics in a similar location within each screen. Consistently use the same font face and sizes on all slides. Match colours. You may use your company logo, highlight headers, create a special frame for figures/images

or the whole slide but don’t overload your slides with these elements.

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Ensure that the header boxes, margins, text boxes, tables etc … are consistently placed in the same place. If you flip from one slide to another and the position of the headers, margins, text boxes and tables change position, this is distracting to the audience.

Excitement

Slides for business presentations should be dull! You don’t want to distract the audience. Sounds and transition effects can be annoying. Use sparingly. Animation effects can be interesting when used in moderation.

o Too much animation is distracting. o Consider using animated clip art o Consider using custom animation

Presentation software can now do all sorts of fancy and creative scene transitions. But in business-related situations, most presenters will want their audience to focus on the content of the presentation, rather than on fancy graphic transitions. In order to keep the focus where it should be, minimize the use of transitions and animations within the presentation.

You can insert video and audio clips into PowerPoint. You can also insert hyperlinks.

Graphics and Design

Keep the background consistent and subtle. Use only enough text when using charts or graphs to explain clearly label the graphic. Keep the design clean and uncluttered. Leave empty space around the text and graphics Use quality clipart and use it sparingly. The graphic should relate to and enhance the topic of

the slide. Try to use the same style graphics throughout the presentation (e.g. cartoon, photographs) Limit the number of graphics on each slide. Check all graphics on a projection screen before the actual presentation. Avoid flashy graphics and noisy animation effects unless they relate directly to the slide. Limit the number of transitions used. It is often better to use only one so the audience knows

what to expect.

Spelling and grammar

Check the spelling and grammar. Ensure there are no double spaces. Ensure that header box text is not in upper case. Proofread everything, including visuals and numbers.

4 Proposed Agenda

Courses are scheduled to run for a one full day from 08h00 until 15h00. The draft agenda is as follows (this agenda is subject to change):

Time Period Description08h00 – 08h30 Registration and Tea08h30 – 10h00 Speaker Part 110h00 – 10h20 Tea Break10h20 – 12h20 Speaker Part 212h20 – 13h20 Lunch Break13h20 – 14h55 Speaker Part 3

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14h55 – 15h00 Closure

Material must fill the full time allocation with relevant and appropriately paced material, and ending the event significantly early will be unacceptable and disappointing for delegates.

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Section A 3: Terms of reference

5 Draft Training Schedule

The training provider must agree to make speakers available on specific days following the last scheduled event. This has been introduced to allow the Seta to easily schedule additional events without have to wait for the training company to allocate a speaker. The service provider must ensure that the full day is kept open in the event of out-of-town trips and travel in the afternoons / evenings.

The draft training schedule is included below. Please indicate which speakers are allocated to which cities / towns and who the backup speaker will be in the event of a required speaker replacement.

Expected delegate attendance figures have been included in parentheses. The company proposing should generally allocate their strongest speakers to the largest groups, taking into consideration travel routings and expenses to be incurred when speakers travel out of their hometowns.

This draft training schedule is subject to change.

Date Day Province Session 1 (estimated #’s) Province Session 2

(estimated #’s)00 November 2016 Monday

00 November 2016 Tuesday KZN Newcastle (50) LP Polokwane (50)00 November 2016

Wednesday KZN Pietermaritzburg (100) GP Pretoria East (120)

00 November 2016 Thursday KZN Durban North (120) GP Midrand (120)00 November 2016 Friday KZN Durban Central (120) MP Nelspruit(40)00 November 2016 Monday00 November 2016

Tuesday WC George (50) EC Port Elizabeth (100)

00 November 2016 Wednesday WC Cape Town (120) EC Queenstown (40)00 November 2016 Thursday WC Stellenbosch (100) EC Cradock (40)00 November 2016 Friday WC Cape Town (120) EC East London (80)00 November 2016 Monday00 November 2016

Tuesday GP Johannesburg West (120) FS Bloemfontein (60)

00 November 2016Wednesday GP Johannesburg Central

(120) GP Vaal (70)

00 November 2016Thursday GP Johannesburg

North(120)NW Potchefstroom

(40)00 November 2016 Friday GP Pretoria West (120) National Webinar

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6 Draft Plan for the Submission of DeliverablesDue dates for deliverables are as follows (these dates are subject to change):

Deliverable *Due (weeks) Due Date

Proposed date contract completion 5 before event04 October 2016

Final invitation text (email and fax) 5 before event 04 October 2016

Final project plan 5 before event 04 October 2016

Final course content outline 5 before event 04 October 2016

Draft handbook 5 before event 04 October 2016

Draft slide presentation 5 before event 04 October 2016

Fasset comment to draft handbook 5 before event 04 October 2016

Fasset comment to draft slide presentation 5 before event 04 October 2016

Draft 1 page article 4 before event 11 October 2016

Draft assessment questions and answers 4 before event 11 October 2016

Fasset comment to 1 page article 4 before event 11 October 2016

Fasset comment to draft assessment Q & A 4 before event 18 October 2016

Final handbook 3 before event 18 October 2016

Final slide presentation 3 before event 18 October 2016

Final 1 page article 2 before event 25 October 2016

Final assessment questions and answers 2 before event 25 October 2016

1st event commences 03 November 2016

*Estimated

7 Draft Invitation (Example of layout)

Date: [Date]To: [Title] [Name] [Initials] [Surname]Organisation: [Organisation]Fax Number: [Fax]

Dear [Title] [Name] [Initial] [Surname]

Emotional Intelligence is a popular buzzword in corporate environments and research suggests that Emotional Intelligence is the factor that differentiates mediocre people from successful people. More and more employers

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are investing in developing the Emotional Intelligence of their staff. Ideas around leadership are changing and a new epoch of leadership is emerging, which is shifting organisational perspectives.

Course Outline

An introduction to Emotional Intelligence / Emotional Quotient (EQ)

Key components of EQ How to develop EQ EQ versus Intelligence Quotient (IQ) EQ and change in modern organisations

EQ and leadership – the challenge of modern leadership

Performance and EQ – is there a link? Major theories on EQ Benefits of creating an emotionally intelligent

workforce A case study on change and EQ

Speaker: Andre O’Callaghan

Andre O’Callaghan is a well-known speaker and an independent Human Resources (HR) consultant. He holds two honours degrees and has 21 years’ experience in HR – both in a corporate role and as an independent consultant. Andre has extensive experience in the field of HR, change management, performance management and presents workshops in emotional intelligence.

Andre consults to large corporates, as well as small business, in HR, training and strategy. He has been the speaker at two previous Fasset events, one on Performance Management and one on Organisational Values.

Please Note

1. Seats are limited and only those who register will be accommodated.2. Any venue with less than 14 registrations will be cancelled and delegates notified of a cancellation in

writing.3. Confirmation of registration together with an agenda and a map will be provided per fax or e-mail. If, by

chance, you do not receive confirmation, please contact the Call Centre on 086 101 0001 to confirm that you are registered. If you register and are unable to attend, or wish to be replaced by a colleague, please notify the Call Centre immediately to enable the Seta to manage registration numbers.

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

Please Note

1. It is the role of the Skills Development Facilitator (SDF) to distribute this invitation to relevant individuals in the organisation who may benefit from this training.

2. Confirmation of registration together with an agenda and a map will be provided per fax or e-mail. If, by chance, you do not receive confirmation, please contact the Call Centre on 086 101 0001 to confirm that you are registered. If you register and are unable to attend, or wish to be replaced by a colleague, please notify the Call Centre at least seven days before the event to enable Fasset to manage numbers and prevent wastage.

3. Any venue with less than 20 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. Where we are unable to accommodate you at your venue of choice, you will be contacted to confirm another acceptable venue.

5. Fasset reserves the right to refuse late-comers or delegates who book after the deadline. 6. Fasset members who pay the Skills Development Levy and who travel over 300kms (roundtrip) to attend a

training session will be reimbursed at a rate of R3.18 per kilometre. The travel claim procedure and the requirements for this travel claim are available on our website.

7. Should a delegate choose to attend a training session at a venue not in close proximity to their home, and other adequately located venues have been provided by Fasset, Fasset will not reimburse a travel claim. Claims will only be paid where the closest venues are fully booked and delegates are requested by the Fasset Call Centre to move to another venue. This request will be kept on file by Fasset as proof and all claims will be verified against this.

Attendance Registration Form: Time and Stress Management Workshop

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

Registration for the first seminar closes on 29 October 2016, thereafter, 10 working days before the commencement of each seminar.

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Fax: (011) 388 0601 or (021) 413 0401 or (031) 571 0201 Telephonic Enquiries: 086 101 0001

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Delegate

Please complete a separate Registration Form for each delegate.

Organisation NameOrganisation Registration Number (SDL or Other – Compulsory)Full Name

Designation Are you a registered SDF? Yes No

Have you signed a Learnership Agreement? No Yes – specifyTel ( ) Fax ( )E-mail

Special dietary requirements Not Applicable Kosher Halaal Vegetarian No Pork

Details of person to whom you report in your organisation:Full Name

E-mail Fax ( )

Is your company a Fasset member (registered levy payer or non-levy payer)? Yes NoIf yes, is your company Levy paying? Non-levy paying?

If No, please specify your constituency

Professional Body Educational Institution Trade Union Non-Fasset member & non-levy-payer (SDL exempt) NGO/CBO Non-Fasset member & levy-payer (SDL eligible) Government

What professional institute are you a member of, or intending to become a member of?

The following information is required by the Department of Higher Education & Training for statistical purposes:Population Group African White Coloured Indian / AsianGender Male Female Disabled Yes NoAre you a South African (SA) Citizen? Yes NoIf Yes, please indicate your SA Identification NumberIf No, please provide an alternate Identification Number (SA or Other)

Venues / Dates

Please refer to the dates and venues below and indicate your choice (one only) in the space below. Fasset is at times able to extend this event to additional venues, should the demand warrant this. If you would like us to schedule an additional venue within your preferred province or town, please specify the town below, 14 days before the commencement of the first event (this allows the Seta to advertise additional venues to all the delegates and prevent wasted travel). We will consider scheduling additional venues where there is a demand by 20 or more delegates, across a range of Fasset-registered employers, for a specific venue. Delegates who specify an additional venue will be notified in writing of the venue and date.

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Venues (Bidders must update the schedule below)

Province Date Town Venue Selection (one only)

Eastern Cape

November 2015 Town 1 Venue 1November 2015 Town 2 Venue 2

Free State November 2016 Town 3 Venue 3

Gauteng

November 2016 Town 4 Venue 4





KwaZulu-Natal




Mpumalanga


North West


Northern Cape


Western Cape





Other (Please specify preferred town if not included above)

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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.

1.2.2 The score for functionality should be calculated as follows:

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CRITERIAMAXIMUM TO BE AWARDED

1. Functionality 100

Experience of prospective contractor 20

Experience in arranging courses, course developers and speakers 5

Demonstrated capacity/ability to manage a project of this size (minimum of 24 venues over a period of 4 weeks)

15

Technical approach 20

Proposed project plan and approach to project management 5

Proposed course outline 5

Contingency planning 10

Capability of staff to be used / CV’s 40

Expertise in the content of the subject 20

Expertise in facilitation/training 10

CVs of speakers (incl. backup speakers) 5

Appropriateness of speakers (incl. backup speakers) to the Fasset sector 5

Contactable references 20

Detail of reference letters or assignment undertaken on a similar work in the past 24 months with contact information from 3 clients for the speakers proposed

10

Detail of reference letters or assignment undertaken on a similar work in the past 24 months with contact information from 3 clients for the company proposed

10



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

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

1.3 DETERMINATION OF SCORE FOR PRESENTATIONS

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

1.3.2 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 1.2.1.

1.3.3 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.

1.3.4 A bidder will be disqualified if the combined score for functionality fails to meet the minimum threshold for functionality as per paragraph 1.2.1.

1.4 ELIMINATION OF PROPOSALS ON GROUNDS OF FUNCTIONALITY

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

1.5 PRICE AND B –BBEE STATUS LEVEL POINTS

1.5.1 All remaining bids will be evaluated as follows:1.5.2 The 80/20 preference point system will be applied. Points for price and B-BBEE

status level certificate will be awarded in accordance with the stipulations in the Preference Point Claim Form in terms of the Preferential Procurement Regulations, 2011.

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

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

1.5.5 The Evaluation Committee may recommend that the contract be awarded to the respondent obtaining the highest aggregate mark as determined by 1.2.1 or to a lower scoring quotation on justifiable grounds.

1.6 ADJUDICATION OF BID

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1.6.1 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.

Page 41

Example


Section A 5: Contract Forms

CONTRACT FORM: RENDERING OF SERVICES

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

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

1. I/we hereby undertake to render services described in the attached bidding documents to Fasset in accordance with the requirements and task directives/proposals specifications stipulated in Bid Number FAS/TL/PD/BP/CON0813/Y17 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 Valid Tax clearance certificate or SARS Pin to verify Tax Standing CSD ( Centralised Supplier Database) Report Pricing schedule(s) Technical Specification, terms of reference/task directive/proposal Preference claims for Broad Based Black Economic Empowerment Status Level of Contribution

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

2.2 General Conditions of Contract

2.3 Other (specify)

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

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

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

6. I confirm that I am duly authorised to sign this contract.NAME (PRINT) WITNESSESCAPACITY 1SIGNATURE 2NAME OF FIRM DATE:DATE

Page 42

Example


Section A 5: Contract Forms

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:

Page 43


SECTION B

SECTION BThis section must be completed and returned or

supplied with bids as prescribed.

Page 44


Section B 2: Tax Clearance Certificate

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 therefor. 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.

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.

1 See GLOSSARY.

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SPECIAL CONDITIONS

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

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

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

Such actions shall be communicated to the National Treasury.

7 GENERAL CONDITIONS OF CONTRACT

7.1 The General Conditions of Contract must be accepted.

8 ADDITIONAL INFORMATION REQUIREMENTS

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

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

9 CONFIDENTIALITY

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

10 INTELLECTUAL PROPERTY, INVENTIONS AND COPYRIGHT

10.1 Copyright of all documentation 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.

10.2 This paragraph shall survive termination of this contract.

11 NON-COMPLIANCE WITH DELIVERY TERMS

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SPECIAL CONDITIONS

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

12 WARRANTS

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

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

13 PARTIES NOT AFFECTED BY WAIVER OR BREACHES

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

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

14 RETENTION

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

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

15 FORMAT OF BIDS

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

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

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SPECIAL CONDITIONS

15.3 Part 1: Special conditions of bid and contract

15.3.1 Bidders must complete and return the Special Conditions of Bid and Contract.Bids submitted without a completed Special Conditions of Bid form may be deemed to be non-responsive.

15.4 Part 2: SARS Tax Clearance Certificate(s)

15.4.1 A valid SARS Tax Clearance Certificate may accompany the proposal and must be valid at the date of closing of the bid or a pin provided by SARS needs to be provided to verify Tax Standing. In case of a consortium/ joint venture, or where sub-contractors are utilised, a valid SARS Tax Clearance Certificate for each consortium/ joint venture member and/or sub-contractor (individual) may be submitted or a pin provided by SARS needs to be provided to verify Tax Standing . Bids submitted without a valid “Tax Clearance Certificate” or a pin provided by SARS will be deemed to be non-responsive unless Fasset is already in possession of such an original valid “Tax Clearance Certificate.

15.5 Part 3: Additional Registration Certificates

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

15.5.2 A CSD (Centralised Supplier Database) Summary Report containing the supplier number and the unique code must be submitted, failure to submit may be deemed to be non-responsive

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

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

15.5.4 A list of the directors/ owners of the bidder or in the case of a consortium/ joint venture, a list of the directors/ owners of each party to the consortium/ joint venture. This list must be aligned to the company registration certificate, if applicable. Fasset reserves the right to request each bidder to, after closing, forward such list of directors/ owners to Fasset in electronic (word) format.

15.6 Part 4: Declaration of Interest

15.6.1 Each party to the bid must complete and return the Declaration of Interest. Bids submitted without a complete and signed Declaration of Interest may be deemed to be non-responsive.

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

15.7.1 Each party to the bid must complete and return “Declaration of bidder’s past Supply Chain Management practices”. Bids submitted without a completed and signed Declaration of bidder’s past Supply Chain Management practices may be deemed non-responsive.

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SPECIAL CONDITIONS

15.8 Part 6: Certificate of Independent Bid Determination

15.8.1 Each party to the bid must complete and sign the Certificate. Bids submitted without a completed and signed Certificate of Independent Bid Determination may be deemed non-responsive.

15.9 Part 7: HIV and Aids policy

15.9.1 Bidders must provide a copy of their HIV and Aids policy

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

15.10.1 Compliance option 1:Bidders other than Exempted Micro Enterprises (EME) in terms of the B-BBEE Act must provide proof of their B-BBEE status level in the form of a certificate.Such certificate must be an original or a certified copy (the certification stamp and certification signature must be original) and issued by a SANAS accredited B-BBEE verification agency or IRBA accredited auditor or a CSD report.

15.10.2 Compliance option 2:Bidders who qualify as Exempted Micro Enterprises in terms of the B-BBEE Act must, if measured under the old Codes of Good Practice, 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 R10 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.Such certificate must be an original or an originally certified copy (the certification stamp and certification signature must be original).

15.10.3 Compliance option 3If measured under the new Codes of Good Practice, as published on 06 May 2015 in the Government Gazette, EME’s and QSE’s can submit a sworn affidavit, obtained on an annual basis, confirming the following:

For an EME:o Annual Total Revenue of R10 million or less; ando Level of black ownership.

For a QSE:o Annual Total Revenue of between R10 million and R50 million; ando Level of black ownership.

15.10.4 Notes:All certificates submitted must be valid at the closing date of the submission.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

Page 49



SPECIAL CONDITIONS

The registration number and, where applicable, the VAT number of the measured entity

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

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

15.11 Part 9: Declaration – Local production and content

15.11.1 The service procured through this bid is not relevant to any of the identified sectors as published by the dti. There is no compulsory local production involved in this bid. Please confirm on the declaration certificate to indicate “not applicable” and sign the relevant certificate. OR

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

15.12 Part 10: Invitation to Bid

15.12.1 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.

15.13 Part 11: Technical approach

15.13.1 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.

15.13.2 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.

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SPECIAL CONDITIONS

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

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

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

15.13.4 Please note that part 12 should be no longer than 30 single-sided A4 pages in Arial 11 (font size).

15.14 Part 12: Team details

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

15.14.2 For each team member there must be:

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

15.15 Part 13: Experience in this field

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

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

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

15.16 Part 14: Pricing Schedule

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

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

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

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

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SPECIAL CONDITIONS

15.16.5 Fees:

The budgeted days/hours and applicable rates of all team members as per the pricing schedule. The rates applicable to consultants may only be in accordance with the following: As determined in the “Guideline for fees”, issued by SAICA as set out in the “Guide on Hourly Fee Rates for Consultants”, by the DPSA as prescribed by the body regulating the profession of the consultant

15.16.6 Reimbursable costs

Travel (Where Applicable)

Only economy class flights and preferably 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. Only rates as approved by the Automobile Association of South Africa will be accepted

Accommodation/meals (Where Applicable)

Only hotels, or other equivalent accommodation, with a rating of up to three stars are to be booked. A maximum of R1 400 per night per person will be allowed, this includes dinner, bed, breakfast, tourism levy and parking.

A maximum daily per diem for meals and incidentals of either R150,00 (incl. VAT) per day for lunch and dinner or R120,00 (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.

Communication costs (indicate a maximum allocation or whether proof will be submitted up to a ceiling amount)

Office supplies Computer software Postage, telephones, faxes Couriers

Reproduction costs (indicate a maximum allocation or whether proof will be submitted up to a ceiling amount)

Printing/copying costs (estimates of cost per page and number of pages must be provided, where applicable).

Note 1: The cost of travel and accommodation for persons who are not part of the prospective contractor’s team should not be included. These costs will be borne by the Client.

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SPECIAL CONDITIONS

Note 2: No handling fee on disbursements will be considered

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

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

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

17 Logistics for presentations

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

17.2 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.

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

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

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

Name of applicant:

Signature of applicant:Date:

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CONSENT AND ACKNOWLEDGMENTS IN TERMS OF THE PROTECTION OF PERSONAL INFORMATION ACT 2013 (POPI)

This section sets out how personal information will be collected, used and protected by Fasset, as required by the Protection of Personal Information Act. The use of the words “the individual” for the purposes of this document shall be a reference to any individual communicating with Fasset and/or concluding any agreement, registration or application, with the inclusion of each of those individuals referred to or included in terms of such agreement, registration or application.

1. What is personal information?

The personal information that Fasset requires relate to names and surnames, birth dates, identity numbers, passport numbers, demographic information, education information, occupation information, health information, addresses, memberships, and personal and work email and contact details.

2. What is the purpose of the collection, use and disclosure (the processing) of personal information?

Fasset is legally obligated to collect, use and disclose personal information for the purposes of:

• reporting Fasset initiatives to the Department of Higher Education and Training;• reporting to National Treasury all contracts awarded ; • obtaining information related to Tax Clearance Certificates from SARS;• Verifying information on the National Treasury database of defaulters;• evaluating and processing applications for registration on the database;• compiling statistics and other research reports;• providing personalised communications;• complying with the law; and/or• for a purpose that is ancillary to the above.

Personal information will not be processed for a purpose other than what is identified (the purpose) above without obtaining consent beforehand.

3. How will Fasset process personal information? Fasset will only collect personal information for the purpose as stated above. Information will be collected in the following manner:

• directly from the individual;• from an agent, work colleague or other duly authorised representative;• from service providers that were provided with services or goods by the

individual;• from service providers who provided with services or goods to Fasset; • from Fasset’s own records relating to previous supply of services or goods;

and/or• from a relevant public or equivalent entity.

4. To whom will personal information be disclosed?

The personal information may be disclosed to other relevant public or other entities on whose behalf we act as intermediaries, other third parties referred to above in relation to the purpose or who are sources of personal information, service providers such as professional bodies who operate across the borders of this country (trans-border flow of information) where personal information must be sent in order to provide the information

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and/or services and/or benefits requested or applied for. In the event of another party/ies acquiring all of or a portion of Fasset’s mandate or functions, personal information will be disclosed to that party but they will equally be obliged as we are, to protect personal information in terms of this policy and the law.

5. Consent and Permission to process personal information:

• I hereby agree with the policy and provide authorisation to Fasset to process the personal information provided for the purpose stated.

• I understand that withholding of or failure to disclose personal information will result in Fasset being unable to perform its functions and/or any services or benefits I may require from Fasset.

• Where I shared personal information of individuals other than myself with Fasset I hereby provide consent on their behalf to the collection, use and disclosure of their personal information in terms of this personal information policy and I warrant that I am authorised to give this consent on their behalf.

• To this end, I indemnify and hold Fasset not responsible in respect of any claims by any other person on whose behalf I have consented, against Fasset should they claim that I was not so authorised.

• I understand that in terms of POPI and other laws of the country, there are instances where my express consent is not necessary in order to permit the processing of personal information, which may be related to police investigations, litigation or when personal information is publicly available.

• I will not hold Fasset responsible for any improper or unauthorised use of personal information that is beyond its reasonable control.

Signature : Date :

6. Rights regarding the processing of personal information:

• The individual may withdraw consent to the processing of personal information at any time, and should they wish to do so, must provide Fasset with reasonable notice to this effect. Please note that withdrawal of consent is still subject to the terms and conditions of any contract that is in place. Should the withdrawal of consent result in the interference of legal obligations, then such withdrawal will only be effective if Fasset agrees to same in writing. Fasset specifically draws to the attention that the withdrawal of consent may result in it being unable to provide the requested information and/or services and/or financial or other benefits.

• In order to withdraw consent, please contact the Information Officer at [email protected].

• A copy of the full Fasset policy is available at our offices, situated at Building 3 Ground floor, 299 Pendoring Road, Blackheath, Randburg, South Africa.

• Individuals are encouraged to ensure that where personal information have changed in any respect to notify Fasset so that our records may be updated. Fasset will largely rely on the individual to ensure that personal information is correct and accurate.

• The individual have the right to access their personal information that Fasset may have in its possession and are entitled to request the identity of which third parties have received and/or processed personal information for the purpose. Please note however, that any request in this regard may be declined if:

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- the information comes under legal privilege in the course of litigation, - the disclosure of personal information in the form that it is processed may result in

the disclosure of confidential or proprietary information,- giving access may cause a third party to refuse to provide similar information to

Fasset,- the information was collected in furtherance of an investigation or legal dispute,

instituted or being contemplated,- the information as it is disclosed may result in the disclosure of another person’s

information,- the information contains an opinion about another person and that person has not

consented, and/or- the disclosure is prohibited by law.

7. Requesting access and lodging of complaints: • Please submit any requests for access to personal information in writing to Fasset’s

information officer at [email protected]. • With any request for access to personal information, Fasset will require the

individual to provide personal information in order to verify identification and therefore the right to access the information.

• There may be a reasonable charge for providing copies of the information requested.

If any request has not been addressed to satisfaction a complaint may be lodged at the office of the Information Regulator.

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

A CSD (Central Supplier Database) report containing the supplier number and the unique code must be submitted.

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

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

A list of the directors/ owners of the bidder or in the case of a consortium/ joint venture, a list of the directors/ owners of each party to the consortium/ joint venture. This list must be aligned to the company registration certificate, if applicable. Fasset reserves the right to request each bidder to, after closing, forward such list of directors/ owners to Fasset in electronic (word) format.

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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 and a pin that will be valid for a period of 1 (one) year from date of approval.

3. The Tax Clearance Certificate or a pin must be submitted together with the bid. Failure to submit a valid Tax Clearance Certificate or a pin to verify the tax standing of the organisation will result in the invalidation of the bid. Certified copies of the Tax Clearance Certificate will be acceptable only if a pin is submitted as well.

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

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.

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


Section B 4: Declaration of Interest

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 institution:

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

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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 or Deloitte Consulting4 (Pty) Ltd 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 or Deloitte Consulting (Pty) Ltd who may be involved with the evaluation and or adjudication of this bid?

YES / NO


4 Deloitte Consulting (Pty) Ltd assists in the procurement administration

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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

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Section B 5: Declaration Of Bidder's past SCM Practices

DECLARATION OF BIDDER'S PAST SUPPLY CHAIN MANAGEMENT PRACTICES

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

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

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

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

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

database of Restricted Suppliers as companies or persons prohibited from doing business with the public sector?(Companies or persons who are listed on this database were informed in writing of this restriction by the Accounting Officer/ authority of the institution that imposed the restriction after the 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

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

http://www.reatury.gov.za/


Section B 6: Certificate of Independent Bid Determination

CERTIFICATE OF INDEPENDENT BID DETERMINATION

I, the undersigned, in submitting the accompanying bid:

FAS/TL/PD/TIME_&_STRESS_MANAGEMENT_WORKSHOP/CON827

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 consortium5 will not be construed as collusive bidding.

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

prices;

5 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.

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Section B 6: Certificate of Independent Bid Determination

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

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Section B 7: 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 not to 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 any of the following

a valid original or originally certified B-BBEE Verification Certificate from a Verification Agency accredited by the South African Accreditation System (SANAS) or a Registered Auditor approved by the Independent Regulatory Board of Auditors (IRBA) or an Accounting Officer as contemplated in the Close Corporation Act (CCA) or

a CSD summary report containing the supplier number and unique code or

An original affidavit in the case of EMEs 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;

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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 R10 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.

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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

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EME = Level 1 (at least 75% black beneficiaries, having a B-BBEE recognition level of

135%)

10 20

EME = Level 2 at least 51% black beneficiaries, having a B-BBEE recognition level of

135%)9 18

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

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

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

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

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

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

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

6. BID DECLARATION

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

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

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

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

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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.

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(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:…………………………………..

……………………………………….……….

…………………………………………………

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

DECLARATION CERTIFICATE FOR LOCAL PRODUCTION AND CONTENT FOR DESIGNATED SECTORS

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

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

1. General Conditions

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

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

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

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

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

LC = [1 - x / y] * 100

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

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

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

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1.6 A bid may be disqualified if –

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

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

2. Definitions

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

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

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

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

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

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

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

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

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

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

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Description of services, works or goods Stipulated minimum threshold

_______________________________ _______%

_______________________________ _______%

_______________________________ _______%

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

YES NO

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

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

Currency Rates of exchangeUS DollarPound SterlingEuroYenOther

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

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

YES NO

5.1. If yes, provide the following particulars:

(a) Full name of auditor

(b) Practice number

(c) Telephone and cell number

(d) Email address:

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

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

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



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

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

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

ISSUED BY: FassetNB

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

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

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

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

(b) I have satisfied myself that:

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

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

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

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

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



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

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

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

SIGNATURE: DATE: ___________

WITNESS No. 1 DATE: ___________

WITNESS No. 2 DATE: ___________

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Section B 9: Invitation to Bid

INVITATION TO BID

YOU ARE HEREBY INVITED TO BID FOR REQUIREMENT OF THE

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:

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:

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:

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Section B 9: Invitation to Bid

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)

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Section B 10: Compulsory CV Template and References

SUMMARY OF ALL ROLE PLAYERS

Please complete the table below:

Initials & Surname

Proposed role in the project

Relevant Experience

No. of years

Professional Affiliation

CV (√)

1.Brief description:










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

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Section B 10: Compulsory CV Template and References

COMPULSORY CV TEMPLATEProposed role in the project:

1. Family name

2. First name:

3. Date of birth:

4. Nationality

5. Education

Institution(Date from - Date to)

Degree(s) or Diploma(s) obtained

6. Membership of professional bodies

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

8. Present position:

9. Years within the organisation:

10. Key qualifications (relevant to the project)

11. Professional experience

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

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

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

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Section B Part 11: Pricing Schedule

Pricing Schedule


Section B Part 11: Pricing Schedule

PRICING SCHEDULE(Professional Services)

NAME OF BIDDER:

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

BID DESCRIPTION:

The Finance and Accounting Services (Fasset) Seta has identified a need to provide two day workshops on Business Writing and Presentation Skills to learners on learnerships linked to the top 10 skills in the Fasset sector as well as to other interested Fasset members. The programme must be completed by 31 January 2017.

Period required for commencement with project after acceptance of bid:

Estimated duration for completion of the project:

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

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

(e.g. consumer price index xxx):

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

NB: The programme will not provide for learner allowances or meals.

Pricing Schedule to clearly show:

o Fixed Costs vs Variable Costs

o Assessment Costs per learner

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

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