Appointment of a service provider for: human resource management strategy and app development

Full HR Strategy document including strategic objectives, implementation framework, and alignment with the organizational strategy. 5.2 HR Strategy presentation that the team will make use of in socializing the strategy in the business 5.3 HR Strategy and Operating Model implementation roadmap, identifying resourcing and critical actions required for implementation; and identify quick win and no regret actions required for immediate implementation.

of the Project 6.1 The project should be conducted two (02) months from date of appointment Document Title Request for Proposal(s) Document Number FIN–RFP-001(B) Revision Date 03 June 2024 Page Number of 16 *Next Revision Date 31 March 2030 Revision Number Rev 00 Access Controlled 6 February 2026 *The document shall be revised at least 12 months before next revision date or as per merSETA organisational and operational changes

Submission 7.1 Bid documents may be emailed to [email protected] on or before the closing date and closing time. 7.2 The merSETA will only consider bid documents received on or before the closing date and time, regardless of the method used to provide them.

submissions of the RFP Submission of quotation(s) received late (after the closing date and time) will not be considered.

for Proposal (RFP) Rules 9.1 The following rules will apply for this Request for Proposal: 9.1.1 The price(s) quoted shall be valid for a minimum period of sixty (60) days from the closing date and time of this RFP. 9.1.2 The price(s) quoted must be firm and inclusive of value-added tax (VAT) where applicable. 9.1.3 The price(s) must include all related expenses, i.e., transport, accommodation, etc. (where applicable). 9.1.4 A potential supplier or service provider must be validly registered on the Central Supplier Database (CSD), as hosted by the National Treasury. 9.1.5 Only an official purchase order or appointment letter issued by the merSETA will bind the merSETA. 10 RFP Evaluation Process 10.1 The RFQ will be evaluated in terms of PPPFA and Preferential Procurement Regulation 2022 (80/20). Three (3) stages of evaluation process will be undertaken. 10.1.1 Evaluation Stage 1: Compliance 10.1.1.1 All bidders must comply with the administrative requirements outlined below. All bidders failing to provide the required information and documentation in this evaluation stage may face disqualification from further evaluation. Failure to comply with the requirements assessed in Stage 1 (compliance) may lead to the disqualification of bids. Document Title Request for Proposal(s) Document Number FIN–RFP-001(B) Revision Date 03 June 2024 Page Number of 16 *Next Revision Date 31 March 2030 Revision Number Rev 00 Access Controlled 6 February 2026 *The document shall be revised at least 12 months before next revision date or as per merSETA organisational and operational changes Criteria Description Supporting Documents In the event of the bidder being in a joint venture Signed JV Agreement (JV), a signed JV agreement must be submitted SBD forms must be completed for (where applicable) each legal entity Consolidated B-BBEE certificate or sworn affidavit A detailed Proposal with a quotation. Attach detailed Proposal & quotation. Bidders must submit a fully complete Bidder’s Standard Bidding Document (SBD) 4 Disclosure form (failure to declare honestly will lead to bidder being disqualified) Preference points claim form in terms of the Standard Bidding Document (SBD) Preferential procurement regulations 2022 6.1 10.1.2 Evaluation Stage 2: Technical Evaluation 10.1.2.1 The bids will be evaluated for functionality based on the evaluation criteria and the minimum threshold as shown in the table below. Any bid that fails to meet the overall minimum threshold of 80% and fail to achieve a minimum score for any of the individual criteria below will be disqualified immediately, and not considered for further evaluation on price and specific goals. No Requirements Criteria Total Minimum Weighting score for individual criteria

company experience Five (5) years of experience in 20% 10% developing Human Capital/HR (attach company profile) Strategies within the public sector =20% 5 years of experience in Three (3) to four (4) years’ experience developing Human Capital/HR in developing Human Capital/HR Strategies within the public Strategies within the public sector = 10% sector Less than three (3) years’ experience The company profile must in developing Human Capital/HR Strategies within the public sector specify Human Capital/Human = 0% Resource Strategy Development in the Public Sector. Document Title Request for Proposal(s) Document Number FIN–RFP-001(B) Revision Date 03 June 2024 Page Number of 16 *Next Revision Date 31 March 2030 Revision Number Rev 00 Access Controlled 6 February 2026 *The document shall be revised at least 12 months before next revision date or as per merSETA organisational and operational changes No Requirements Criteria Total Minimum Weighting score for individual criteria

letters Three (3) relevant, signed, contactable 20% 10% reference letters on a company signed, contactable reference letterhead confirming similar work letters on a company letterhead undertaken = 20% confirming similar work done. Reference letters must clearly Two (2) relevant, signed, contactable state the nature of the reference letters on a company service/project rendered, the letterhead confirming similar work period in which the project was undertaken = 10% undertaken and must be on the client company letterheads and Less than two (2) relevant reference include verifiable contact details. letters attached = 0% NB: appointment letters will not be accepted. merSETA reserves the right to contact all the submitted references. 3 Methodology and project plan Fully compliance – The Bidder 20% 20% provides a clear, detailed, and well- structured methodology, including a A detailed Project step-by-step implementation Implementation plan, approach, timeframes, and a Methodology and timelines comprehensive project plan that aligns clearly indicating the proposed with the scope of work, deliverables, work phases and methods to be and outcomes and followed: clearly outlining the approach to HC The Bidder must provide a Strategy Development. =20 points comprehensive and structured Poor or no methodology, approach and explanation of the methodology, implementation approach, and plan = 0% project execution plan for the required consultation services. The submission must align with the specified deliverables and expected outcomes

Lead Consultant must have at least 40% 40% five (5) years of experience as follows: Submit CV’s and certified qualifications • Human Resource Strategy Development

Resource Consulting A Post Graduate Qualification in Human Resources or Business Management, or a related field is required at a NQF Level 8 =20% Document Title Request for Proposal(s) Document Number FIN–RFP-001(B) Revision Date 03 June 2024 Page Number of 16 *Next Revision Date 31 March 2030 Revision Number Rev 00 Access Controlled 6 February 2026 *The document shall be revised at least 12 months before next revision date or as per merSETA organisational and operational changes No Requirements Criteria Total Minimum Weighting score for individual criteria Support Consultant The Support Consultant must have at least three (3) years in:

Resource Strategy Development

Resource Consulting A minimum of 3-year Diploma/Degree Human Resources or Business Management, or a related field is required = 20% CVs not attached and no evidence of competent staff. = 0% TOTAL WEIGHTING 100 MINIMUM WEIGHTING SCORE 80 Each Proposal that meet functional overall minimum threshold evaluation of 80% will be on equal footing to proceed to the next stage of evaluation of price and specific goals. NB: Failure to achieve a minimum score for any of the individual criteria above will result in immediate disqualification. 10.1.3 Evaluation Stage 3: Preference Point System 10.1.3.1 The 80/20 preference point system shall be applicable to this phase, where 80 points represent the maximum obtainable points for the lowest acceptable price and 20 points represent the specific goals. The bid documentation's table below will award points to a bidder for achieving the specific goals. Number of points Number of points Allocated (80/20 claimed (80/20 The specific goals allocated points in terms system) system) of this tender (To be completed by (To be completed by the organ of the tenderer) state) Tenderer who has 51% to 100% black people 6 ownership Tenderer who has 30% to 100% black women 4 ownership Document Title Request for Proposal(s) Document Number FIN–RFP-001(B) Revision Date 03 June 2024 Page Number of 16 *Next Revision Date 31 March 2030 Revision Number Rev 00 Access Controlled 6 February 2026 *The document shall be revised at least 12 months before next revision date or as per merSETA organisational and operational changes Tenderer who has 30% to 100% black youth 4 ownership Tenderer who has 30% to 100% White women 2 ownership Tenderer who has 20% or more owners with 4 disability Total Points allocated to Specific Goals 20 Note: Refer to Annexure A for Proof or documentation that may be considered to claim points for specific goal related to persons or categories of persons historically disadvantaged by unfair discrimination. 11 Cost Proposal 11.1 All prices must be VAT inclusive (where applicable) and must be quoted in South African Rand (ZAR). 11.2 The rates of remuneration will be subject to negotiation, not exceeding the applicable rates as contained in the guidelines: 11.2.1 The “Guideline on Fees for Audits done on behalf of the Auditor-General of South Africa (AGSA)1” as issued by the South African Institute of Chartered Accountants (SAICA); 11.2.2 The “Guide on Hourly Fee Rates for Consultants”, as issued by the Department of Public Service and Administration (DPSA); and/or 11.2.3 Remuneration guidelines issued by professional service organisations or regulatory bodies, as may be relevant. 12 merSETA’s RIGHTS 12.1 The merSETA is entitled to amend any bid condition, bid validity period, RFP specification, or extend the bid closing date, all before the bid closing date. All bidders, to whom the RFP documents have been issued and where the merSETA has records of such bidders, may be advised in writing of such amendments in good time, and any such changes will also be posted on the merSETA’s website under the relevant tender information. Therefore, before submitting their bid response, prospective bidders should regularly check the website to stay informed about any amendments related to this matter. Document Title Request for Proposal(s) Document Number FIN–RFP-001(B) Revision Date 03 June 2024 Page Number of 16 *Next Revision Date 31 March 2030 Revision Number Rev 00 Access Controlled 6 February 2026 *The document shall be revised at least 12 months before next revision date or as per merSETA organisational and operational changes 12.2 The merSETA reserves the right not to accept the lowest priced bid or any bid in part or in whole. It normally awards the contract to the bidder who proves to be fully capable of handling the contract and whose bid is functionally acceptable and/or financially advantageous to the merSETA. 12.3 The merSETA reserves the right to award this bid as a whole or in part. 12.4 The merSETA reserves the right to conduct site visits at bidder’s corporate offices and or at client sites if so required. 12.5 The merSETA reserves the right to consider the guidelines and prescribed hourly remuneration rates for consultants as provided in National Treasury Instruction /2017: Cost Containment Measures, where relevant. 12.6 The merSETA reserves the right to request all relevant information, agreements, and other documents to verify the information supplied in the bid response. The bidder hereby gives consent to the merSETA to conduct background checks, including FICA verification, on the bidding entity and any of its directors, trustees, shareholders or members. 12.7 The merSETA reserves the right, at its sole discretion, to appoint any number of vendors to be part of this panel of service providers, if applicable (i.e., where a panel is considered). 12.8 The merSETA reserves the right to make a final decision on the interpretation of its tender requirements and responses thereto. 12.9 The merSETA reserves the right to consider the professional conduct and experiences it had with any bidder that rendered similar services to the merSETA in the past 5 years over and above the references put forward by the bidder in its response. 13 UNDERTAKINGS BY THE BIDDER 13.1 By submitting a bid in response to the RFP, the bidder will be taken to have offered to render all or any of the services described in the bid response submitted by it to the merSETA on the terms and conditions and in accordance with the specifications stipulated in this RFQ document. 13.2. The bidder shall prepare for a possible presentation should merSETA require such, and the bidder will be required to make such a presentation within five (5) days from the date the bidder is notified or such a time determined by merSETA of the presentation. Such a presentation may include a practical demonstration of products or services as called for in this RFP. Document Title Request for Proposal(s) Document Number FIN–RFP-001(B) Revision Date 03 June 2024 Page Number of 16 *Next Revision Date 31 March 2030 Revision Number Rev 00 Access Controlled 6 February 2026 *The document shall be revised at least 12 months before next revision date or as per merSETA organisational and operational changes 13.3. The bidder agrees that the offer contained in its bid shall remain binding upon him/her and receptive for acceptance by the merSETA during the bid validity period indicated in this RFP, and its acceptance shall be subject to the terms and conditions contained in this RFP document read with the bid. 13.4. The bidder furthermore confirms that he/she has satisfied himself/herself as to the correctness and validity of his/her bid response; that the price(s) and rate(s) quoted cover all the work/item(s) specified in the bid response documents; and that the price(s) and rate(s) cover all his/her obligations under a resulting contract for the services contemplated in this RFP; and that he/she accepts that any mistakes regarding price(s) and calculations will be at his/her risk. 13.5. The successful bidder accepts full responsibility for the proper execution and fulfillment of all obligations and conditions devolving on him/her under the supply agreement and SLA to be concluded with merSETA, as the principal(s) liable for the due fulfillment of such a contract. 13.6 The bidder accepts that all costs incurred in the preparation, presentation, and demonstration of the solution offered by it shall be for the account of the bidder. All supporting documentation and manuals submitted with the bid will become merSETA property unless otherwise stated by the bidder(s) at the time of submission. Document Title Request for Proposal(s) Document Number FIN–RFP-001(B) Revision Date 03 June 2024 Page Number of 16 *Next Revision Date 31 March 2030 Revision Number Rev 00 Access Controlled 6 February 2026 *The document shall be revised at least 12 months before next revision date or as per merSETA organisational and operational changes ANNEXURE A Specific Goal Guide – Preferential points (80/20) This specific goal guide will be used to assist providers in submitting relevant documents to confirm specific goals. “Specific goals” means specific goals as contemplated in section 2 (1) (d) of the Act which may include contracting with persons, or categories of persons, historically disadvantaged by unfair discrimination on the basis of race, gender and disability including the implementation of programmes of Reconstruction and Development programme as published in government gazette No. 16085 dated 23 November 1994. Please note that:

account, management account or auditors’ letter should be submitted confirming turnover of the company determining BBBEE status on Affidavit and B-BBEE CIPC certificate in order for the specific goals can be awarded. Preferential points for tenders without local content requirements.  Tick if relevant Indicate which 80/20 Preference Example of Specific goal document document have Point system Submission submitted been submitted Black People Valid B-BBEE Ownership – 51% or 6 certificate/Affidavit or B- more BBEE CIPC Black Women Valid B-BBEE Ownership – 30% or 4 certificate/Affidavit or B- More BBEE CIPC Black Youth Valid BBBEE Ownership – 30% or 4 certificate/Affidavit or B- More BBEE CIPC White Women Valid B-BBEE Ownership – 30% or 2 certificate/Affidavit or B- More BBEE CIPC People with Disability (PwD) 4 Medical certificate Ownership Total Points allocated to 20 Specific Goals Document Title Request for Proposal(s) Document Number FIN–RFP-001(B) Revision Date 03 June 2024 Page Number of 16 *Next Revision Date 31 March 2030 Revision Number Rev 00 Access Controlled 6 February 2026 *The document shall be revised at least 12 months before next revision date or as per merSETA organisational and operational changes ANNEXURE B PRICING SCHEDULE Proposal Total project price/ amount breakdown detailing tasks and resources allocations

a clear and concise proposal, including full details of the services to be provided and the methodology to be used. Item/phase Description Number of Duration Number of Total Amount consultants (Days) hours (VAT Incl.) A1 Conduct in-depth review and analysis of the merSETA Strategic Plan and Annual R Performance Plan and HR Function A2 Design and facilitate two (2) full-day HR strategy session R and Consolidate input from the two (2) days Strategy Session A3 Develop HR Strategy document and presentation that the team will make use of in socializing R the strategy in the business ( draft and final documents) A4 Report preparation R Present the HR Strategy document to the HR team A5 Disbursements Costs: bidders must indicate travelling expenses, accommodation, R disbursements etc., where applicable ( see guide below) TOTAL R Document Title Request for Proposal(s) Document Number FIN–RFP-001(B) Revision Date 03 June 2024 Page Number of 16 *Next Revision Date 31 March 2030 Revision Number Rev 00 Access Controlled 6 February 2026 *The document shall be revised at least 12 months before next revision date or as per merSETA organisational and operational changes Resources linked to pricing schedule The minimum resources rates to determine a comparative resource pricing: Allocated Resources Rate Per Hour (Incl. of VAT) Lead consultant R Lead support/ Manager R Project manager/Associate R Project Administrator R Disbursements Costs: bidders must indicate travelling expenses, accommodation, disbursements etc., on their proposals Disbursement Costs guide: Travel: AA rates Air Travel: Standard – Economy Class Accommodation: Standard Class – 3 star graded establishment All Subsistence and travel will be re-imbursed at AA rates and actual accommodation. NB: Before any trip where disbursement costs will be incurred, bidders should notify, obtain prior approval from the merSETA, project owner. The project will be executed at the merSETA, head office in Gauteng. Note: MerSETA will make arrangements for the Strategy Session at a venue identified by merSETA in Johannesburg. Document Title Request for Proposal(s) Document Number FIN–RFP-001(B) Revision Date 03 June 2024 Page Number of 16 *Next Revision Date 31 March 2030 Revision Number Rev 00 Access Controlled 6 February 2026 *The document shall be revised at least 12 months before next revision date or as per merSETA organisational and operational changes AUTHORISATION SIGNATORIES TO CONFIRM RFP The employee signing below hereby affirms the accuracy of the information requested for the proposal. Supply Chain Management Representative Full Names Nhlanhla Baloyi Date 06 February 2026 Digitally signed by Signature Nhlanhla Baloyi Nhlanhla Baloyi Technical Representative Full Names Date

specific requirements found B-BBEE Minimum Level: 8