Sage enterprise intelligence training for 6 candidates – RFQ 132/2026/EWSS/TRAINING/RFQ

Closing date: 18 November 2026 at 11:00

Clarifications deadline: 16 November 2026 at 13:00

Enquiries:

• Email: [email protected]

Submission address:

• [email protected] (email)

Submission method: email

Submission email: [email protected]

Closing time: 18 November 2026 at 11:00

Returnable documents:

• Price quotation on company letterhead covering the scope of work and deliverables, with prices shown 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).
• Fully completed and signed SBD 1 (Invitation to Bid) – the offer cover page.
• Fully completed and signed SBD 4 (Bidder's Disclosure) – declares any relationship with state employees or connections to the procuring institution; false disclosure may disqualify.
• Fully completed and signed SBD 6.1 (Preference Points Claim) – claims B-BBEE points under the 80/20 system.
• Valid B-BBEE certificate from a SANAS-accredited agency, or a sworn affidavit for EME/QSE (Annexure F or G) that meets Annexure B requirements.
• CSD registration report.

Disqualification risks:

• Bids received after the closing time.
• Missing or unsigned returnable documents.
• Bids with conditional prices.

Evaluation stages:

1. Functionality (40 points): assessed on company track record. Minimum qualifying score: 25 out of 40.
2. Price and preference (80/20 system): price 80 points, specific goals (B-BBEE) 20 points.

Functional criteria:

• Criteria A (20 points) – SEI Training Track Record: Must have provided at least 3 SEI training or similar intelligence reports training in the last 5 years. Submit at least 3 signed reference letters on client letterheads with contactable details, or complete Annexure A.

Scoring: 5 or more training sessions in last 5 years = 20; 3 to 4 sessions = 15; fewer than 3 = 0.

• Criteria B (20 points) – SEI Report Configuration Track Record: Must have configured at least 3 SEI Reports in the last 10 years for Finance, SCM, and HCM.

Scoring: 7 or more SEI projects in last 10 years = 20; 4 to 6 = 15; 3 = 10; fewer than 3 = 0.

Preference points (specific goals) – B-BBEE 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

Bidders who fail to meet specific goals are not disqualified but score 0 for that portion.

TCTA may verify references and referees during evaluation.

The department (TCTA) requires Sage Enterprise Intelligence (SEI) training for 6 candidates in its IT Support Team, covering administration, reporting, and dashboards across SCM, Finance, and HCM functions.

Training must cover:

• SEI Administrator and End-User training.
• Training on installation and import of templates for Sage 300 People (HCM reporting) and Sage 300 Finance (financial reporting: GL, expenditure, revenue, budget, management reporting).
• Bequester (third-party SCM system) training: creating data models, templates, views, and procurement reports (evaluation, spend, contracts).
• Integration services demonstration between SEI and Sage 300 Finance, Sage 300 People, and Bequester.

Deliverables:

• Hands-on training enabling independent report and dashboard development.
• Training manuals, user guides, and supporting documentation.
• Attendance registers and training completion certificates for all participants.
• Limited post-training remote support for content clarification (excludes operational support, report development, administration).

Environment: Microsoft Windows Server (Sage 300 Finance & Bequester) and Microsoft Azure (Sage 300 People).

Training approach: Online or classroom, preferably online.

Company experience requirements:

• SEI Training: At least 3 SEI training or similar intelligence reports training sessions in the last 5 years, evidenced by signed reference letters (on client letterhead) or Annexure A. Reference letters must include client name, training offered, start/end dates, contact person, number, and email.
• SEI Report Configuration: At least 3 SEI Reports configured in the last 10 years for Finance, SCM, and HCM, evidenced by reference letters or Annexure A.

Scoring per the functional criteria table.

Pricing model requires a quotation on company letterhead covering the scope and deliverables, all-inclusive (travel and expenses), with prices shown excluding and including VAT. Prices must be firm and unconditional.

Quoted amount must be all-inclusive, covering all costs and disbursements including travel and other expenses.

Prices must be shown excluding and including VAT.

Prices must be firm and unconditional; bids with conditional prices are unacceptable.

Prices must be market-related; TCTA may decline to award if the highest scoring bidder's price is not market-related.

• CSD registration: Required, provide CSD registration report.
• Tax compliance: Provide SARS TCS PIN or CSD number; each party in a joint venture must submit separate TCS/CSD.
• B-BBEE: Submit a valid B-BBEE certificate from a SANAS-accredited agency, or a sworn affidavit for EME (revenue ≤ R10m) or QSE (revenue ≤ R50m) that complies with Annexure B requirements. Consolidated affidavit/certificate required for joint ventures. No points if affidavit non-compliant or certificate from a withdrawn agency.
• Sage accreditations: Sage Business Partner accreditation certificate with Sage, and SEI certification/accreditation with Nectari.
• State employment: Bidders or directors/members must not be persons in the service of the state.
• Register for Tender Defaulters / List of Restricted Suppliers: Bidders listed will be disqualified.
• SBD 1, SBD 4, SBD 6.1: Must be fully completed and signed.

Personnel experience: Not specified (N/A). TCTA evaluates submissions for functional capacity. The functional criteria (Criteria A and B) require company track record in SEI training and SEI report configuration, with minimum thresholds and scoring as per the main evaluation criteria.