Bankseta is seeking a service provider to review, rectify, and develop occupational qualifications, along with associated assessment tools, learning materials, and rpl toolkits for the banking and micro-finance sector. The contract will run for three years and requires expertise in qualification development and qcto compliance.
Key Requirements
Must submit a complete bid with all mandatory documents (SBD1, SBD4, SBD6.1, CSD report, pricing schedule) by 27 August 2026, 11:00.
Must achieve at least 70% in the technical/functionality evaluation (65% fall-back may apply).
Team leader and facilitator must have HR or Qualification Development qualifications at NQF Level 6 or higher, with relevant experience.
Provide reference letters from clients for similar work (qualification development, QAS, assessment tools, RPL, or learning materials).
Complete the pricing schedule (Annexure A) exactly as provided; prices must remain firm for 3 years.
Must be registered on the Central Supplier Database (CSD) and be tax compliant.
Attend the non-compulsory virtual briefing on 10 August 2026 (register by 8 August 2026).
Document read. The full tender notice and its supporting documents are read end-to-end. Key sections, requirements, dates, and contact details are identified and pulled into a working summary you can act on.
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DocumentTender docu.zipReview complete
Description
Source: Tender docu.zip
Important Dates
03 Aug
2026
PUBLICATION
Tender Published
Tender was published
27 Aug
2026
DEADLINE
Closing Date
Tender closing date
Procurement Rules & Compliance ContextThis tender may be governed by South African public procurement rules covering fairness, transparency, preferential procurement, anti-corruption, administrative justice and access to information.
10 rules
These references help suppliers understand the public-procurement framework around this opportunity. They are generated from the tender category, issuing organisation type and procurement context.
Core procurement rules
These rules commonly apply to South African public-sector procurement.
7
Broad-Based Black Economic Empowerment Act (B-BBEE Act)
Act 53 of 2003
high
Provides the empowerment-compliance context often used in public-sector supplier evaluation.
Relevant because this is a South African public-sector procurement opportunity.
Constitution of the Republic of South Africa, 1996 – Section 217
Act 108 of 1996 (s217)
high
This is general procurement context, not legal advice. Always verify requirements in the official tender documents and issuing authority notices.
BANKSETA seeks a service provider for a 3-year contract to review, rectify, and develop occupational qualifications, develop QAS addenda, assessment tools, exemplars, memoranda, learning materials, and RPL tools for 19 banking sector qualifications. The tender includes a non-compulsory briefing, strict submission requirements, and evaluation based on functionality (70% threshold) and price/preference points (80/20 system).
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Based on 4 comparable awarded tenders. Companies with similar profiles typically bid near the median.
* Estimates are based on historical data and do not guarantee actual award values.
Bid-ready summary. The submission guidelines, evaluation criteria, technical, financial, and compliance sections are refined into professional, easy-to-scan prose. This is the final version you can rely on when preparing your bid or briefing your team.
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Bid-ready summary
BANKSETA (Banking Sector Education and Training Authority) is a statutory body established under the Skills Development Act of 1998, serving the banking and micro-finance industry.
BANKSETA is a Schedule 3A public entity with head office in Gauteng (Eco Park, Centurion) and offices in Free State, Limpopo, and Eastern Cape.
BANKSETA acts as Development Quality Partner (DQP) and Assessment Quality Partner (AQP) for most sector occupational qualifications.
This tender seeks a service provider to review registered occupational qualifications, develop a new occupational qualification, develop QAS addenda and assessment instruments, rectify an unregistered qualification, and develop RPL tools and learning materials.
The scope includes 4 qualification reviews, 3 rectifications, 1 new development, 3 QAS/EISA developments, learning material for 19 qualifications, and RPL toolkits for 19 qualifications.
Contract duration: 3 years.
The service provider must have a team leader and at least one team member/facilitator with specific qualifications and experience (see technicalSpecifications).
Important Dates
Source: Tender docu.zip (TENDER)
Closing date: 27 August 2026 at 11:00.
Non-compulsory virtual briefing session: 10 August 2026 at 11:00. Bidders wishing to attend must indicate in writing within 5 days after advertising date (by 8 August 2026) via email.
Final questions and answers to be emailed to BANKSETA by 14 August 2026 (close of business).
Responses to questions will be published on BANKSETA website.
Tender evaluation and due diligence: 28 August 2026.
Clarification presentations by service providers (if required): 05 September 2026.
Provisional contract award: 15 September 2026.
Contract signatures: 30 September 2026.
Contact Information
Source: Tender docu.zip (TENDER)
Contact person: Mr Jack Serite, Specialist: Supply Chain Management Unit.
All clarifications/enquiries must be in writing and received at least 14 days before closing date (by 13 August 2026). Telephonic requests not accepted.
Submission address: BANKSETA Offices, Eco Origin Office Park, Block C2, 349 Witch-Hazel Avenue, Eco Park Estate, Highveld, Centurion, 0144.
Submission Guidelines
Source: Tender docu.zip (TENDER)
Submit one original hardcopy clearly marked "Original", one hardcopy of the original, and one soft copy (preferably on a memory stick).
Use three separate envelopes:
Envelope 1: Original submission.
Envelope 2: Hard copy of the original + 1 soft copy.
Clearly mark each envelope with the bid description and bid number BS/2026/RFB563.
Deliver to the submission box at BANKSETA Reception: Eco Origin Office Park, Block C2, 349 Witch-Hazel Avenue, Eco Park Estate, Highveld, Centurion, 0144. Use Gate 1; allow at least 30 minutes for security.
Sign the submission register when delivering.
Fax, telex, or email submissions will not be accepted.
Late submissions (after 11:00 on 27 August 2026) will be rejected.
Complete and sign all returnable documents: SBD1, SBD4, SBD6.1 (preference points claim), CSD report, and the pricing schedule (Annexure A).
Failure to submit any mandatory document will lead to immediate disqualification.
For Joint Ventures, each partner must submit all documents plus a signed JV agreement.
Ensure no discrepancies between the original, copy, and soft copy; discrepancies may lead to rejection.
Proposals must remain valid for 150 days after closing date.
Compliance stage: Must submit all mandatory documents (SBD1, SBD4, SBD6.1, CSD report, pricing schedule, special conditions signed). Failure = immediate disqualification.
Technical/functionality stage (100 points total):
Track record via reference letters (35 points): 0 letters = 0, 1 = 1, 2 = 2, 3 = 3, 4 = 4, 5+ = 5 points. Letters must be on client letterhead, signed, dated, indicate work done, and include client contact details.
Team leader experience and qualifications (30 points): Must have HR or Qualification Development qualification at NQF Level 6 or higher, and experience in qualification development. Points based on years of relevant experience (0 to <1 yr = 0, 1 to <2 = 1, 2 to <3 = 2, 3 to <4 = 3, 4 to <5 = 4, 5+ = 5). Must submit detailed CV, copies of qualifications, and proof that the team leader is an employee/director/owner of the bidder. Failure to submit qualification copies = no points for this criterion.
Team member/facilitator experience and qualifications (35 points): Must have HR or Qualification Development qualification at NQF Level 6 or higher, and experience in at least one of: development/realignment/review of occupational qualifications, QAS addenda, assessment tools, exemplars and memoranda, RPL tools, or learning materials. Points based on years of relevant experience (same scale as team leader). Must submit detailed CV and qualification copies; failure to submit qualification copies = no points.
Minimum technical/functionality threshold: 70%. Bidders scoring below 70% are disqualified. Fall-back: if no bidder reaches 70%, BANKSETA may consider bids with 65% or above.
Price and preference points: 80/20 system. 80 points for price using formula Ps = 80(1 - (Pt - Pmin)/Pmin). 20 points for BANKSETA specific goals (see complianceRequirements).
Only CVs of individuals named for team leader and facilitator roles will be evaluated.
BANKSETA may conduct due diligence (site visits, capacity, financial capability) on shortlisted bidders before contracting.
Technical Specifications
Source: Tender docu.zip (TENDER)
Scope: Review registered occupational qualifications, develop a new occupational qualification, develop QAS addenda and assessment instruments, rectify an unregistered occupational qualification, develop RPL tools and learning materials.
Qualification Rectification (3 qualifications): Rectify 3 unregistered qualifications (Foreign Exchange Practitioner Level 5, Credit Manager Level 6, Debt Recovery Manager Level 6) to current QCTO templates and new nomenclature. Develop QAS addendum, exemplar, assessment tools, memoranda.
Qualification Development (1 qualification): Develop a Debt Counselling qualification. Develop QAS addendum, exemplar, assessment tools, memoranda.
QAS and EISA Development (3 qualifications): Develop QAS addendum, exemplar, assessment tools, memoranda for Chief Information Officer (Cybersecurity) Level 7, Cybersecurity Practitioner Level 6, Business Banker: Officer Level 5.
QCTO Reports: Draft Scoping, Profiling, Curriculum Specifications Development, Qualification Development, Final Verification, and QAS & QAS Addendum reports using QCTO templates (www.qcto.org.za).
Templates to provide in prescribed QCTO format: Qualification Documents, Curriculum Documents, Assessment Specifications Documents, QAS Addendum, Assessment Tools and Memoranda, Exemplar.
Learning Material Development: Develop learning material for 19 qualifications (list provided in document, including Anti-Money Laundering Analyst, Business Banking Practitioner, Business Banker, Business Banker: Officer, Foreign Exchange Officer, Chief Information Officer (Cybersecurity), Cybersecurity Practitioner, Professional Banking Officer, Micro-Finance Loan Consultant/Officer, Credit or Loans Officer, and several not-yet-registered qualifications).
RPL Tools Development: Develop a Recognition of Prior Learning (RPL) Toolkit for the same 19 qualifications.
Deliverables: Quality and timely delivery of all tasks, developed QAS addenda/assessment tools/exemplars/memoranda, progress reports to BANKSETA, QCTO reports, RPL tools and learning materials.
Contract duration: 3 years from contract signing date.
Financial Requirements
Source: Tender docu.zip (TENDER)
Pricing must be submitted on the prescribed Annexure A pricing sheet. Failure to use the exact format leads to disqualification.
Pricing sheet covers 3 years with unit prices and totals per year, plus a total amount (excl. VAT) for 3 years.
Quantities are specified for each item (e.g., Qualification Review: 4, Qualification Rectification: 3, Qualification Development: 1, QAS and EISA Development: 3, Learning Material Development: 19, RPL Tools Development: 19). Quantity of 1 means the quotation covers the entire scope for that section.
Pricing must cover all items in the Terms of Reference.
Prices must remain firm for each year quoted for the duration of the contract.
Show VAT separately. Total bid price must include VAT if VAT registered or over threshold.
No pricing adjustments after contract signing; all pricing elements must be disclosed.
Include sufficient detail to understand pricing make-up; document all assumptions, excluded costs, and estimated costs.
BANKSETA assumes the pricing document is complete and covers all project costs.
Total contract value will be based on the budgeted amount for these services.
Compliance Requirements
Source: Tender docu.zip (TENDER)
Must be registered on the Central Supplier Database (CSD) with a valid tax clearance (CSD report showing tax status).
BANKSETA will check CSD for: bidder/directors not restricted from doing business with public sector, tax compliance, and that bidder/directors are not state employees (or have permission if they are).
Submit fully completed and signed SBD1, SBD4, SBD6.1 (preference points claim form), and CSD report.
BANKSETA will not allocate points for B-BBEE status level contributor; instead, preference points are based on BANKSETA specific goals (20 points total):
Empowerment of black persons – ownership by black persons (7 points): 51% or more black ownership.
Empowerment of women – women ownership (4 points): 51% or more women ownership.
Youth empowerment – youth ownership (4 points): 33% or more youth ownership (persons 35 years and below, SA citizens).
Empowerment of persons with disabilities (2 points): 10% or more shareholding by SA citizens with disabilities OR 5% or more permanent staff with disabilities (legally verifiable).
Promotion of small and medium businesses, co-operatives, and NGOs (3 points): 100% SA citizen ownership, annual turnover up to R10 million, or recently incorporated with projected turnover under R10 million.
An entity may claim points in multiple categories based on same shareholders (e.g., black female youth with disability).
False information may lead to disqualification, cancellation of award, and reporting to National Treasury.
For Joint Ventures: each partner must have valid tax clearance/CSD report, submit signed JV agreement, and a joint BANKSETA Preference Points Claim Document.
Must not be listed on Register for Tender Defaulters or List of Restricted Suppliers.
Must disclose any relationship with BANKSETA employees or state employees.
Must disclose all CSD-registered companies linked to directors; failure leads to disqualification.
Section
Source: Tender docu.zip
Evaluation in three phases: compliance/eligibility, technical/functionality, and price/preference points.
Compliance: Must submit all mandatory documents (SBD1, SBD4, SBD6.1, CSD report, pricing schedule, signed special conditions). Failure = disqualification.
Technical/functionality (100 points):
Track record (35 points): Reference letters from clients for relevant work (development/review of occupational qualifications, QAS addenda, assessment tools, exemplars, memoranda, RPL tools, learning materials). Points: 0 letters = 0, 1 = 1, 2 = 2, 3 = 3, 4 = 4, 5+ = 5.
Team leader (30 points): Must have HR or Qualification Development qualification at NQF Level 6+, and experience in qualification development. Points based on years of experience (0 to <1 = 0, 1 to <2 = 1, 2 to <3 = 2, 3 to <4 = 3, 4 to <5 = 4, 5+ = 5). Must submit CV, qualification copies, and proof of employment/ownership.
Team member/facilitator (35 points): Must have HR or Qualification Development qualification at NQF Level 6+, and experience in at least one of the listed areas. Points based on years of experience (same scale). Must submit CV and qualification copies.
Minimum technical threshold: 70%. Fall-back to 65% if no bidder reaches 70%.
Price and preference points: 80/20 system. Price formula: Ps = 80(1 - (Pt - Pmin)/Pmin). Preference points (20) based on BANKSETA goals: black ownership (7), women ownership (4), youth ownership (4), disability ownership/employment (2), SME/co-op/NGO (3).
Only CVs of named team leader and facilitator will be evaluated.
BANKSETA may conduct due diligence on shortlisted bidders.
Sets the constitutional standard for fair, equitable, transparent, competitive and cost-effective public procurement.
Relevant because this is a South African public-sector procurement opportunity.
Eco Origin Office Park, Building C2 349 Witch-hazel Ave Eco-Park Estate, Highveld, Centurion, 0144, South Africa
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eTenders.gov.za
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Last checked
06 Aug 2026
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Enhanced
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