REQUEST FOR BID A_Terms of... · Web view2017-03-03 · The video clips must be saved to a CD /...

Bid No: FAS/AN/PD/PROJECT_MANAGEMENT/ CON0873 Fasset Bid Document

Section A 3: Terms of Reference (TOR)

TERMS OF REFERENCE FAS/AN/PD/PROJECT_MANAGEMENT/CON873

1 BACKGROUND TO THE PROJECT

1.1 The Finance and Accounting Services (Fasset) Seta has identified a need to provide two day workshops on Project 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 17 April 2017 and to be completed by 30 June 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 1 day workshops on Project Management to an expected number of 1000 delegates, at 14 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 1 day course on Project Management Workshop to an expected number of 1000 delegates, at 14 venues nationally. These should include but is not limited to:

An overview of Project Management as a knowledge area and career Project roles and responsibilities Personal attributes of a project manager The project lifecycle: phases, challenges and implications Feasibility studies and project planning Project scheduling Planning tools Estimating time and costs Scope management Project control and evaluation Managing project risks Managing project teams Communication and Project administration Bringing a project to a close



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

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 (16 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:



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

No. Outcome Training Provider Responsibility Fasset Responsibility

1.1 1. Submit a comprehensive training programme (plan) for the provision of a two-day PIVOTAL Workshops on Business Writing and Presentation Skills 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 force majeure), including relevant qualifications, experience and language

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

b Business Writing and Presentation Skills 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 Vet and approve the CVs of the

speaker/trainers who will be presenting the course




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 from universities and universities of technology, the focus should be

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

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



No. Outcome Training Provider Responsibility Fasset Responsibilityon 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.

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 take place in the month of March 2017.

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.




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 March 2017. Subsequent to this rehearsal changes to the material, content, level and timing of the course may be required.



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 two-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 two-day course (see draft agenda below) must train Fasset stakeholders to ensure (but is not limited to) an intermediate understanding of the topic on Business Writing and Presentation Skills 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.

Business Writing and Presentation Skills 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) 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, tools and templates, handbook,

i. Develop and submit a delegate handbook, slide presentation and assessment questions and answers that will be used as supporting

a. Inform the service provider about any additional Fasset standards for the delegate’s handbook, slide presentation and




one-page article) to support the topic.

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

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 which is below an acceptable standard.

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.




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).



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 1000 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




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.



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.



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 as 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(s).iv. Send confirmation to delegates booked.v. Record and package webinar in a format that

can be access 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.



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.


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.



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 14 venues over a period of 4 weeks

Ability to deliver training nationally a minimum of 14 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



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.



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 14 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.



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.



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.



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.



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 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 Break



10h20 – 12h20 Speaker Part 212h20 – 13h20 Lunch Break13h20 – 14h55 Speaker Part 314h55 – 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.



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 Area Speaker Province Area Speaker

April 2017 MondayApril 2017 Tuesday GP JHB Central EC Port ElizabethApril 2017 Wednesday GP JHB North WC Cape Town SouthApril 2017 Thursday GP Pretoria West WC Cape Town NorthApril 2017 Friday GP JHB East KZN Durban Central

April 2017 MondayApril 2017 Tuesday MP Mbombela/Nelspruit FS BloemfonteinApril 2017 Wednesday KZN Durban North Additional Event Additional EventApril 2017 Thursday Webinar WebinarApril 2017 Friday Webinar Webinar

Bid No: FAS/AN/PD/PROJECT_MANAGEMENT/CON0873 Fasset Bid Document

Section A 3: Terms of reference

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 4 before event21 March 2017

Final invitation text (email and fax) 4 before event 21 March 2017

Final project plan 4 before event 21 March 2017

Final course content outline 4 before event 21 March 2017

Draft handbook 4 before event 21 March 2017

Draft slide presentation 4 before event 21 March 2017

Fasset comment to draft handbook 4 before event 21 March 2017

Fasset comment to draft slide presentation 4 before event 21 March 2017

Draft 1 page article 3 before event 28 March 2017

Draft assessment questions and answers 3 before event 28 March 2017

Fasset comment to 1 page article 3 before event 28 March 2017

Fasset comment to draft assessment Q & A 3 before event 28 March 2017

Final handbook 2 before event 04 April 2017

Final slide presentation 2 before event 04 April 2017

Final 1 page article 2 before event 04 April 2017

Final assessment questions and answers 2 before event 04 April 2017

1st event commences 18 April 2017

*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



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.

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



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.

Venues (Bidders must update the schedule below)



Province Date Town Venue Selection (one only)

Eastern Cape

November 2016 Town 1 Venue 1November 2016 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)


Section B 10:

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.

CRITERIA SUB-CRITERIA MAXIMUM TO BE AWARDED

Functionality 100

Experience of prospective contractor

20

Experience in arranging courses, course developers and speakers

The service provider must demonstrate their experience in similar projects. Listing projects, size and duration of projects.

4 Projects and above = 10 points3 Projects = 7 points2 or less Projects = 3 points

10

Demonstrated capacity/ability to manage a project of this size (minimum of 14 venues over a period of 4 weeks)

The service provider must list a team including experience to show capacity to manage a project of this size. 10

Technical approach 20

Proposed project plan and approach to project management

Detailed proposed project plan, including timelines and team members.

Project plan with timelines and team

5

Proposed course outline

A relevant proposed course outline supported by a proposed course agenda. 5

Contingency planning A detailed contingency plan listing risk and mitigations.

More than 5 risk and mitigation = 10 points

10


Section B 10:

5 risk and mitigation = 5 pointsLess than 5 risk and mitigation = 2 points

Capability of staff to be used / CV’s 40

Expertise in the content of the subject

Relevant experience in the content of the subject they will train, listing previous training and course content.

20

Expertise in facilitation/training

Relevant experience in the facilitating/training, information to be included in the CV. 10

CVs of team (incl. backup speakers)

Detailed CVs clearly indicating roles. 10

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

Separate reference letter for each speaker clearly highlighting speaker’s name, the topic facilitated and number of delegates in those training.

4 and more references = 10 points3 references = 7 points2 or less references = 3 points

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

Each reference letter should clearly indicate the type of assignment undertaken with contacts. The duration of that assignment and the total cost of the assignment.

4 and more references = 10 points3 references = 7 points2 or less references = 3 points

10

1.2.2 The score for functionality should be calculated as follows:

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


Section B 10:

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.

SUMMARY OF ALL ROLE PLAYERS

Please complete the table below:


Section B 10:

Initials & Surname

Proposed role in the project

Relevant Experience

No. of years

Professional Affiliation

CV (√)

1.Brief description:










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


Section B 10:

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)


Section B 10:

Pricing Schedule

Please refer to attached Annexure B

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