Appointment of a service provider to recruit and deliver learnership training for the national certificate in banking (nqf 5) for the small enterprise development and finance agency (sedfa)

- Provide proof of accreditation for the nqf 5 banking learnership (saqa/qcto) and bankseta accreditation. - Submit all required standard bidding documents (sbd 1, 3, 4, 5, 6.1) With csd registration, valid tcs pin, b‑bbee certificate/affidavit and cipc documents. - Demonstrate staff qualifications: at least three facilitators, three assessors and one moderator with relevant saqa/qcto certificates; all staff must be south african citizens. - Deliver training to 57 black learners (matric with maths or accounting), provide learning resources, pay monthly stipends of r4 500, and achieve ≥70 % functionality score. - Submit a fixed, vat‑inclusive price proposal (sbd 3) and complete sbd 6.1 To claim specific‑goals points under the 80/20 preference system. - Meet submission deadline of 19 february 2026 (12:00 noon) with one sealed original envelope and an electronic pdf copy; late bids are rejected. - Comply with all legal and contractual obligations, including coida good‑standing, uif certification within three months, and adherence to the service level agreement and reporting requirements.

Bid submission deadline: 19 February 2026 at 12:00 noon.

Non‑compulsory briefing (virtual): 5 February 2026, 10:00 am (Microsoft Teams link provided).

Clarifications deadline: 9 February 2026.

Bid validity period: 120 days from the date of submission.

Evaluation stages and thresholds are outlined in the document but no specific dates are given for each stage.

Name: Ms F Leeuw

Email: [email protected]

Phone: null

Department: Supply Chain Management (Finance and Procurement Department)

Address for submission: The Fields, Office Block A, 1066 Burnett Street, Hatfield, Pretoria.

Submit one (1) original sealed envelope and one (1) electronic PDF copy on a memory stick.
Envelope must be addressed to: ATTENTION: Sedfa SUPPLY CHAIN MANAGEMENT, The Fields, Office Block A, 1066 Burnett Street, Hatfield, Pretoria.
Include on the envelope: Bid Number, Description of the Bid, Name of the Bidder.
All pages must be initialed; all required Standard Bidding Documents (SBD 1, 3, 4, 5, 6.1) must be fully completed and signed.
Provide proof of registration on the Central Supplier Database (CSD), valid Tax Compliance Status (TCS) PIN, B‑BBEE certificate or sworn affidavit, and CIPC registration with certified ID copies of directors/shareholders.
Submit the price proposal (SBD 3) – failure to include a completed price schedule will result in disqualification.
Bids must be delivered to the Tender Box at the Sedfa National Office, Hatfield, by 12:00 noon on 19 February 2026. Late submissions are rejected.
Bidders bear all costs of preparation and submission.
No counter‑conditions may be introduced; any amendment by the bidder renders the bid invalid.

Evaluation is conducted in five stages:

1. Administrative compliance – verification of completed SBDs, CSD registration, tax clearance, B‑BBEE documentation, etc.

2. Mandatory requirements – accreditation for the NQF 5 Banking learnership, proof of SAQA/QCTO accreditation, BANKSETA accreditation, COIDA good‑standing letter, and minimum project award evidence.

3. Functionality (70 % minimum) – points awarded for experience (30 pts), facilitator/assessor/moderator CVs (10‑15 pts each), methodology (20 pts), and project plan (10 pts). Bidders scoring <70/100 are eliminated.

4. Presentation/Demonstration – scored out of 100; must also achieve ≥70 pts to proceed.

5. Price and Specific Goals (80/20 preference point system) – price accounts for 80 pts, specific B‑BBEE/enterprise size/ownership goals account for 20 pts. Bidders must complete SBD 6.1 with supporting evidence to claim these points.

Tie‑breakers: highest specific‑goals score, then drawing of lots. Sedfa may negotiate with the preferred bidder.

Scope: Recruit and deliver learnership training for 57 learners to obtain the National Certificate in Banking (NQF 5, SAQA 20186).

Delivery medium: Physical classroom setting; venue must be approved by Sedfa.

Learning resources: Provider must supply all NQF 5 banking training materials.

Project duration: 18 months, with Phase 1 (administrative) starting March 2026 and Phase 2 (monthly reporting) continuing through completion.

Key deliverables: recruitment of 57 black learners (Matric with Maths or Accounting), training implementation, assessment, moderation, issuance of certificates, monthly/quarterly progress reports, stipend payments (R4 500 per learner per month), and final project report.

Staff requirements: Minimum three qualified facilitators (10 pts), three assessors (15 pts), one moderator (15 pts); all staff must be South African citizens and have relevant SAQA/QCTO certificates.

Methodology: Detailed training approach, risk and dropout management plan required.

Project plan: Must include activities, cost per activity, timeline, and allocated human resources.

Pricing must be submitted on the SBD 3 price form; all prices must be fixed, inclusive of VAT and any disbursements.

Bidder must provide a price proposal as per the Bid Proposal Template (Appendix 1).

No specific performance bond or guarantee is mentioned.

Payment terms will be governed by the contract; the successful bidder must submit UIF certificates within three months of contract start.

Financial capacity evidence: latest audited financial statements or reviewed statements, as required for specific‑goals points (SBD 6.1).

Register on the Central Supplier Database (CSD) and attach proof of registration.
Provide valid Tax Compliance Status (TCS) PIN from SARS.
Submit a valid B‑BBEE certificate (SANAS‑accredited) or, if exempt, a sworn affidavit as per DTIC templates.
Provide CIPC registration documents with certified ID copies of directors/shareholders (not older than three months).
Demonstrate accreditation for the NQF 5 Banking learnership (SAQA/QCTO) and BANKSETA accreditation.
Provide COIDA Letter of Good Standing.
All staff must be South African citizens (citizenship may be verified).
Meet the minimum B‑BBEE level 5 as stated in the scope.
No listed restrictions on the National Treasury Restricted Suppliers list; any such listing results in disqualification.
Compliance with PFMA, Companies Act, and all applicable South African laws.

Appointment of a service provider to recruit and deliver learnership training for the national certificate in banking (nqf 5) for the small enterprise development and finance agency (sedfa)

Education & Training Industry Profile

Critical Requirements

Typical Documents

Core procurement rules

Broad-Based Black Economic Empowerment Act (B-BBEE Act)

Constitution of the Republic of South Africa, 1996 – Section 217

Small Enterprise Development and Finance Agency

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