Development and implementation of junior and delivery management training program for the financial intelligence centre

The FIC requires a service provider to design and implement an accredited management

and leadership development programme for its employees who are supervisors (this

includes employees in functional roles as technical experts) and those at delivery

The target group will comprise a maximum of 30 delivery managers and 30 employees

occupying functional roles (technical experts) across various divisions in the FIC.

The development programme is targeted at employees who want to transition to

The successful bidder will be required to align the management development programmes

to the FIC management career development framework and other available data sources

such as psychometric assessment outcomes in their design of the management

The following services are required:

 Design and implement training methodologies for the management development

 Design the curriculum for employees at junior management (supervisory) level

 Design the curriculum for employees at delivery management level

 Design and provide training material to promote continuous learning

 Design and develop assessment methods to determine competence

 Deliver the management development programme to identified managers and

employees occupying functional roles as technical experts

 The management development programme should include, among other

elements, action learning, case studies, practical scenarios, role play and

reflection exercises, face to face and digital training and observations

 Each delivery programme must be of no less than 12 months’ duration

 Deliver the management programme within agreed time frames.

FIC BID DOCUMENT FIC/RFB/MANAGERS DEVELOPMENT PROGRAMME/14/2025/26

 Deliver the programme using industry experts.

 Evaluate training outcomes and make recommendations on further training

 Provide regular progress reports, close out reports and certificates of

competence at the end of each year programme

The programme should, at minimum, include but not be limited to the following

competency development areas for the junior and delivery managers:

 Supervisory principles relevant to supervisory roles

 Planning and organising

 Delegation and performance management

 Communication and motivation (including courageous conversation)

 People management and team leadership

The design and delivery management development programme should include at a

minimum, but not be limited, to the following competency development areas:

The FIC's management competencies for delivery managers

Self-leadership Team leadership Business leadership  Emotional intelligence  Process conceptual and  Judgment and  Leadership integrity logical thinking decision-making  Accountability  Organising and planning  Internal and external  Personal mastery  Decision-making and consultation and  Learning agility delegation networking for cross-  Quality management business unit  Leading results-driven, collaboration and high-performance teams value chain through mentoring and optimisation performance  Business planning  Mentoring and coaching  Information integrity skills  Business acumen  People management through authentic leadership  Team formation and building  Project management  Performance management

FIC BID DOCUMENT FIC/RFB/MANAGERS DEVELOPMENT PROGRAMME/14/2025/26

Other management competencies that should be included in the programme for delivery

 Basic project management skills

 Management of work delivery

 Governance and compliance management

 Business process custodianship.

All bids duly lodged will be examined to determine compliance with Bid requirements and

conditions. Bids with obvious deviations from the requirements/ conditions will be

eliminated from further evaluation.

Evaluation of bids received will be based on compliance with pre-selection (mandatory)

requirements, functional evaluation, price, and specific goals (B-BBEE status level of

COMPLIANCE WITH MINIMUM REQUIREMENTS AND RESPONSE REQUIREMENTS:

The Supply Chain Management business unit will do pre-selection on the following

Item Description / Comments (Yes / No)

Standard Bidding Failure of a bidder to submit completed Document: SBD 4 - Yes and duly signed SBD 4 form will result in

Bidder’s Disclosure disqualification.

Standard Bidding Failure of a bidder to provide a completed Document: SBD 6.1 No and signed SBD 6.1 will forfeit preference Preference Claim points. Form

Each bidder must be recognised as an

institution of higher learning or an

Accreditation of the extended business unit of higher learning Yes institution registered with the Department of Higher

Education. Proof of certification of

accreditation must be provided.

Bidders must have accredited

programmes with South African Accreditation of the Yes Qualifications Authority. Proof of programmes certification of accreditation by relevant

SETA or Higher Education and Training.

Annexure A: Pricing Bidders must complete and submit the Yes Schedule pricing schedule (Annexure A)

Compulsory virtual Bidders are invited to attend a compulsory Yes briefing session virtual briefing session.

: A bidder who fails to comply with mandatory requirements No. 1, 3, 4, 6, 7,8, and 9

will be disqualified from the evaluation process. A bidder who fails to comply with mandatory requirement No. 2 and 5 will forfeit

preference points for specific goals or B-BBEE points.

FIC BID DOCUMENT FIC/RFB/MANAGERS DEVELOPMENT PROGRAMME/14/2025/26

TECHNICAL AND FUNCTIONAL SCORING EVALUATION CRITERIA

All remaining bids which have complied with the pre-selection criteria will be evaluated

as follows: Functionality will be done in terms of the evaluation criteria as set out below, whereby

respondents who do not achieve the minimum score will be eliminated. The minimum threshold to qualify for the next phase is 70%. Bidders who fail to meet

the minimum threshold will be disqualified and will not be evaluated further for price

and specific goals in terms of B-BBEE status level of contribution.

The table below explains the functional factors that will be evaluated as part of the

Reference page no or No Functional Criteria Weighting section in proposal

Experience of company The bidder must submit the company profile detailing at least 10 years’ experience in 5 leadership and management training in the public sector and/or the private sector. Demonstration The bidder should provide four samples of accredited management programmes: Two for a junior management programme and two for a delivery management programme, covering the following: 40  Learning material design and delivery of programme outcomes against competencies  Assessment criteria and methods used  Customisation of development programmes as per client requirements. Methodology A methodology covering the full project from inception to final reporting, which should include:  Methodology applied to design and deliver 15 management development programme.  Project plan with time frames, milestones and deliverables outlined. Experience of trainers or presenters Trainers must have at least 6 years’ experience in delivery of the leadership and management development programme and at minimum hold an 25 NQF level 7 qualification. The bidder must attach a short resumé of the trainers or presenters and their certified proof of qualifications as well as any relevant industry experience as applicable. Reference letters of completed projects Bidders must provide customer contactable references dating back five years where the bidder 15 has designed and delivered supervisory and management development programmes. The

FIC BID DOCUMENT FIC/RFB/MANAGERS DEVELOPMENT PROGRAMME/14/2025/26

Reference page no or No Functional Criteria Weighting section in proposal

references must contain information on the following:  Successful completion of the management development programme  Target group, period of the project, overall project outcome.

Note: The FIC will verify feedback from the references where applicable.

The evaluation criteria and weights for functionality as indicated in the table above will

Where the rating guideline above does not provide for the information provided by the

bidder, the evaluator reserves the right to allocate closest or any score as he/she sees

| of = years aspects 15 four provided all details Points than than required. project More experience More samples covering as All provided.

= years 15 Points to 11 experience. N/A N/A

= of all as samples Points years 10 experience. Four covering aspects required. N/A

1PROGRAMME/14/2025/26 = criterion: Points N/A N/A N/ADEVELOPMENT functional of and 0 or than or = eight less plan provided. experience. evaluation Points than samples experience project the No less years’ Provided four irrelevant. No approachFIC/RFB/MANAGERS for of in and profile delivery outlined. and and which project guideline samples programme and against methods full design frames, four experience design outcomes, factor company following: to development programmes: and client the rating methods. a time management the design development reporting, per the deliverables years’ and of outcomes provide with as criteria criteria final 10 submit management and covering management description to delivery material programme plan criteria a covering material applied management least must and should management experience explains junior for at learning a programme include: Evaluation bidder bidder for two Learning of competencies Assessment used Customisation programmes requirements. inception Methodology deliver programme. Delivery milestones below methodology Company The detailing leadership training, development, assessment Demonstration The accredited Two and programme,    Methodology A from should  DOCUMENT Table BID No 1. 2. 3. FIC 5.3.5

or have as which = trainers each years five reference the provided as Points than more or Proposed presenters 6 required. More relevant letters reflects requirements indicated

4 as = letters which Points relevant the N/A Five reference provided reflects requirements indicated

3 as = letters which the relevant Points N/A Four reference provided reflects requirements indicated

1PROGRAMME/14/2025/26 = Points N/A N/ADEVELOPMENT or less 0 less = have or trainers references years’ Points 6 relevant Proposed presenters than experience. No references fourthanFIC/RFB/MANAGERS older each and the in four of from for projects of not has and of 7 following: and 7 overall frame programmes. the level factor presenters level and feedback indicating experience industry minimum bidder supervisory or resumés completion attached. completed a references the time applicable. NQF NQF relevant applicable. be leadership of verify development development and criteria an attach outcome. as project the proof description trainers where will must six provide where delivered development contain must of of programme presenter(s) years’ group letters must FIC contactable years and or additional must Certified The Evaluation minimum five reference Successful management programme. Target training programme bidder Minimally delivery management programmes Any experience At qualification. references Experience The trainer(s)    Note: qualifications Reference Bidders customer than designed management The   Note: theDOCUMENT BID No 5. FIC 4.

FIC BID DOCUMENT FIC/RFB/MANAGERS DEVELOPMENT PROGRAMME/14/2025/26

PREFERENTIAL POINT SYSTEM: PRICE AND B-BBEE:

Only qualifying bids will be evaluated further in terms of the 80/20 preference points system, whereby

80 points will be for price only and 20 points for preference points based on specific goals as set out in

the preference point claim form. The percentage scored for price shall be calculated as follows: A maximum of 80 points is allocated for price on the following basis:

 Pt  P min  Ps  801    P min 

Ps = Points scored for price of quotation under

Pt = Rand value of quotation under consideration

Pmin = Rand value of lowest acceptable quotation

Awarding of points for broad–based black economic empowerment (B-BBEE) status level of

contribution: Preference points for B-BBEE status level of contribution will be awarded according to the

table indicated in the preference points claim form- SBD 6.1. B-BBEE Minimum Level: 7