Sage enterprise intelligence (sei) training for 6 candidates – tcta RFQ 024/ITS/2027/ITCONSULTI/RFQ

Issue date: 29 October 2026

Clarifications deadline: 03 November 2026 at 13:00

Closing date: 06 November 2026 at 11:00

RFQ validity period: 30 days from closing date

Enquiries and submissions:

• Email: [email protected]
• Department: EWSS

No named contact person or telephone number provided.

Submission method: email to [email protected]

Closing time: 06 November 2026 at 11:00

Returnable forms (must be completed, signed and submitted):

• SBD 1 (Invitation to Bid): bidder and contact details, signed as the offer cover page.
• SBD 4 (Bidder's Disclosure): declares whether any director or shareholder is employed by the state or connected to anyone at TCTA; false disclosure disqualifies the bid.
• SBD 6.1 (Preference Points Claim): claims B-BBEE preference points under the 80/20 system.
• Pricing quotation on company letterhead covering the scope of work and deliverables, showing prices excluding and including VAT.
• Sage Business Partner accreditation certificate with Sage.
• Sage Enterprise Intelligence certification/accreditation with Nectari.
• Evidence of previous SEI training and support delivered (client references).
• CSD registration report.
• Valid B-BBEE certificate (SANAS-accredited agency) or sworn affidavit for EME/QSE per Annexure B; consolidated B-BBEE for joint ventures.

Disqualification risks:

• Late submissions (after closing time) will not be accepted.
• Bids not submitted on official forms or in the prescribed manner.
• Conditional prices will not be accepted.
• Failure to provide or comply with any required particulars may render the bid invalid.

Evaluation stages:

1. Functional evaluation (40 points) – bidders must score a minimum of 25 out of 40 to proceed to price and preference evaluation.

• Criteria A (20 points): Company track record – SEI Training. At least 3 SEI training or similar intelligence reports training sessions in the last 5 years. Scoring: 5+ sessions = 20; 3-4 sessions = 15; less than 3 = 0.
• Criteria B (20 points): Company track record – Configuring SEI Reports. At least 3 SEI reports configured in the last 10 years for Finance, SCM and HCM. Scoring: 7+ projects = 20; 4-6 = 15; 3 = 10; less than 3 = 0.

2. Price and preference evaluation (100 points):

• Price: 80 points (80/20 preference point system).
• Specific goals (B-BBEE level): 20 points. Points by level: Level 1 = 20, Level 2 = 18, Level 3 = 14, Level 4 = 12, Level 5 = 8, Level 6 = 6, Level 7 = 4, Level 8 = 2, Non-compliant = 0.

TCTA may verify references provided in the technical submission.

Scope: Provision of Sage Enterprise Intelligence (SEI) training for 6 candidates (IT Support Team) at TCTA.

Training must cover:

• SEI Admin and End-User Training: administration, configuration, management, use, navigation, interpretation and utilisation of reports, dashboards and analytics.
• SEI Training – Sage 300 People: installation and import of templates, report development for HCM, HR reporting (employee data, operational HR).
• SEI Training – Sage 300 Finance: installation and import of templates, report development, financial reporting (General Ledger, expenditure, revenue, budget, management reporting).
• SEI Training – Bequester: creation of data models, templates, views and report development for SCM; procurement reports (evaluation, spend, contracts, supply chain activity).
• Integration Services: demonstration and training on SEI integration with Sage 300 Finance, Sage 300 People and Bequester.

Deliverables:

• Training manuals, user guides, reference materials and supporting documentation.
• Attendance registers and training completion certificates for all participants.
• Hands-on practical knowledge transfer enabling independent report/dashboard/data model development.
• Post-training remote assistance for training-related queries (limited to clarification of training content; excludes operational support, report development, system administration or implementation).

Current environment: Microsoft Windows Server (Sage 300 Finance & Bequester) and Microsoft Azure (Sage 300 People / Sage MCS).

Training approach: Online or classroom training (online preferred).

Duration: Once-off, to be completed within 3 months from appointment.

Company experience required:

• SEI Training: at least 3 Sage Enterprise Intelligence training or similar intelligence reports training sessions within the last 5 years. Evidence: signed reference letters on client letterheads (with client name, training offered, contract start/end dates, contact person, contact number, email) or completed Annexure A.
• Configuring SEI Reports: at least 3 SEI reports configured within the last 10 years for Finance, SCM and HCM. Evidence: reference letters or Annexure A.

Personnel experience: N/A.

Pricing model:

• Quoted amount must include all costs and disbursements (including travel and other expenses).
• Prices must be firm and unconditional; conditional prices not accepted.
• Prices must be shown excluding and including VAT.
• Price quotation on company letterhead covering scope of work and deliverables.

Pricing model:

• Quoted amount must include all costs and disbursements (including travel and other expenses).
• Prices must be firm and unconditional; conditional prices will not be accepted.
• Prices must be shown excluding and including VAT.
• Price quotation must be submitted on the company's letterhead.

No bid security, guarantees, retention or payment terms are stated.

Mandatory compliance:

• CSD registration (provide CSD registration report).
• Tax compliance: provide SARS TCS PIN or CSD number; each party in a joint venture/consortium must submit separate TCS/CSD.
• B-BBEE: valid certificate from SANAS-accredited agency, or sworn affidavit for EME/QSE per Annexure B. No points awarded for non-compliant or invalid affidavits; certificates from withdrawn agencies deemed invalid.
• Sage Business Partner accreditation with Sage.
• Sage Enterprise Intelligence certification/accreditation with Nectari.
• Not be a person in the service of the state, nor have directors/members who are.
• Bidders must not be listed on the Register for Tender Defaulters or List of Restricted Suppliers.
• Bidders must submit at least 3 signed reference letters (or completed Annexure A) evidencing SEI training/support in the last 5 years, and at least 3 SEI report configuration projects in the last 10 years for Finance, SCM and HCM.

Functional evaluation (40 points):

• Criteria A (20 points): SEI Training track record – 5+ sessions in last 5 years = 20; 3-4 = 15; less than 3 = 0.
• Criteria B (20 points): SEI Reports configuration track record – 7+ projects in last 10 years = 20; 4-6 = 15; 3 = 10; less than 3 = 0.

Minimum qualifying score: 25 out of 40 to proceed to price and preference evaluation.

Price and preference evaluation (100 points):

• Price: 80 points.
• Specific goals (B-BBEE level): 20 points.

TCTA may verify references provided.