Facilitator needed for merseta manco and aa strategic planning workshops (27-28 july 2026)

• Procure a facilitator for the MANCO and AA Strategic Planning Process on 27–28 July 2026.
• Objective: Guide a multi-phased strategic planning process focused on skills development for the future, shifting from compliance reporting to high-level dialogue on sector disruptions and innovative delivery models.

• Closing Date: 24 July 2026.
• Closing Time: 13H00.
• AA & Stakeholder Brainstorm Session: 22 July 2026 (4-hour online session).
• AA Strategic Planning Workshop: 27–28 July 2026 (2-day session).
• No briefing session or site visits mentioned.

• SCM Enquiries: Kgomotso Mabe, Email: [email protected].
• Technical Enquiries: No specific contact provided.
• Submission Email: [email protected].
• No phone numbers or physical addresses provided.

• Submit by email to [email protected] using the RFQ number as the email subject.
• Quotations must be clearly marked with the RFQ number and description.
• Late submissions (after closing date and time) will not be considered.
• Required returnable documents include: Bidders Information, Terms and Conditions, Undertaking by Bidder, Authority to Sign, SBD 4 Bidder’s Disclosure, SBD 6.1 Preference Points Claim Form, Specifications, Pricing Schedule, and SBD 7.1 Contract Form.
• Ensure your tax matters are in order and reflected on CSD; this is a condition for award.
• Report unethical conduct via the Fraud Hotline: 0800 333 057.

• Required documents: Bidders Information, Terms and Conditions, Undertaking by Bidder, Authority to Sign, SBD 4, SBD 6.1, Specifications, Pricing Schedule, SBD 7.1.
• Quotation must include: total price with expenses, firm VAT-inclusive prices, references if required, CSD registration number, B-BBEE certificate, and completed SBD forms.

Must be registered on the National Treasury Central Supplier Database (CSD). Must submit all mandatory documents: completed RFQ forms, SBD 4 (Disclosure), SBD 6.1 (Preference Points), SBD 7.1 (Contract). Tax matters must be in order. Must comply with Preferential Procurement Regulations 2022. Late submissions will not be considered.

• Objective: Procure a facilitator to guide a multi-phased strategic planning process for merSETA's Accounting Authority (AA) and Management Committee (MANCO), focusing on skills development for the future.
• Scope includes three phases:

1. AA & Stakeholder Brainstorm Session (22 July 2026): 4-hour online session to capture industry issues and policy transitions.
2. AA Strategic Planning Workshop (27–28 July 2026): 2-day session to develop strategic mandates and resolutions.
3. Facilitator must stimulate participation, document proceedings, and produce reports.

• Deliverables: Brainstorm Synthesis Report and Final Strategic Resolutions Report.
• Facilitator Profile Requirements:

• Minimum 5 years experience facilitating strategic sessions at Board/Executive level.
• Minimum 5 years experience in Skills Development/PSET environment, with insight into manufacturing sector and national skills policies.
• Thorough knowledge of Skills Development Act, PFMA, Public Audit Amendment Act, and SAQA/QCTO/DHET transitional directives (June 2026).
• Proven participatory methodology with ability to enforce time rules and maintain strategic focus.

• The assignment is divided into three phases: Brainstorm Session (22 July 2026), Strategic Planning Workshop (27–28 July 2026), and report development.
• Facilitator must deliver milestones including briefing session (1 hour), facilitation of sessions (4 hours and 2 days), and submission of synthesis and final reports.
• Approach must be participatory, with capability to enforce presentation time rules and maintain strategic focus.

• Minimum 5 years experience facilitating strategic sessions at Board, Accounting Authority, or Executive level.
• Minimum 5 years experience within Skills Development and PSET environment, with insight into manufacturing sector and national skills policies.
• Thorough working knowledge of Skills Development Act, PFMA, Public Audit Amendment Act, and SAQA/QCTO/DHET transitional directives (June 2026).
• Proven capability in participatory, dialogue-driven methodologies.

• Facilitator must ensure high-quality delivery of strategic sessions, including stimulating participation and documenting proceedings accurately.
• Reports (Brainstorm Synthesis and Final Strategic Resolutions) must reflect key discussions and conclusions.
• Methodology must be participatory and dialogue-driven, with strict time management and macro-strategic focus.
• merSETA reserves the right to amend specifications, conduct site inspections, and verify bid information.

• Use the provided pricing schedule options (1–3); only firm prices accepted.
• Prices must include all related expenses and VAT where applicable.
• Submit separate pricing schedules if different delivery points influence pricing.
• Ensure the offer complies with specifications; indicate any deviations.

• Prices must be firm, inclusive of VAT, and valid for at least 60 days from closing.
• Prices must include all related expenses (e.g., transport, accommodation).
• Use the official merSETA quotation form; supplement with company letterhead if needed.
• Payment terms: merSETA pays valid invoices within 30 days from statement date for satisfactory work, upon substantiated claim. No payment for unproductive or duplicated time.
• No services may be rendered before acceptance of an official appointment letter or purchase order.
• Pricing schedules provided (Options 1–3) require firm prices only.

• Mandatory: Registration on National Treasury's Central Supplier Database (CSD).
• Tax matters must be in order and reflected on CSD at time of award.
• Submit SBD 4 Bidder’s Disclosure and SBD 6.1 Preference Points Claim Form.
• B-BBEE requirements: Provide a valid B-BBEE certificate/affidavit or CIPC certificate to claim preference points for specific goals (ownership categories as listed).
• Compliance with Preferential Procurement Regulations 2022 and the 80/20 preference point system.
• Bidders must declare any conflicts of interest and adhere to anti-corruption laws.

• The offer remains binding and open for acceptance during the validity period (minimum 60 days from closing).
• Contract subject to Public Finance Management Act, merSETA SCM Policy, and General/Special Conditions of Contract.
• Withdrawal or failure to fulfil may lead to cancellation and liability for additional costs incurred by merSETA.
• Acceptance may be communicated via email to the address provided.
• Governing law: Republic of South Africa; bidder must provide a physical address for legal purposes.
• Successful bidder may be required to sign SBD 7.1 or similar contract form.

• merSETA reserves the right to amend bid conditions, extend closing date, and not accept the lowest or any bid.
• May conduct site inspections and background checks.
• Late submissions are not considered.
• Report unethical conduct via Fraud Hotline: 0800 333 057.

• Bidders must meet experience, sector knowledge, regulatory expertise, and methodology criteria as specified in the facilitator profile.
• Ensure tax matters are in order and reflected on CSD.
• Fully address technical/functional requirements in the quotation.

• Three-stage evaluation: Administrative compliance, technical compliance, and price/preference.
• 80/20 preference point system applies.
• Specific goals points as listed; failure to provide proof means no points claimed.