Facilitation of supervisory skills training (unit standard 10148) for kouga local municipality — 3-Year contract

Compulsory virtual clarification session: Thursday, 19 November 2026 at 10:00 (Microsoft Teams).

• Attendance is compulsory.
• No attendee arriving 10 minutes or more late will be admitted.
• Meeting link: https://teams.microsoft.com/meet/3685742329519843?p=WkgDKYr4D6hKRLzNnV
• Meeting ID: 368 574 232 951 984 3
• Passcode: zJ3zZ3Qz

Closing date and time: Tuesday, 08 December 2026 at 12:00.

Tender document available from: Friday, 06 November 2026 on the e-Tender portal (www.etender.gov.za) and the municipal website (www.kouga.gov.za).

Bid validity period: 90 days from the closing date.

Bidding procedure enquiries:

• Department: Supply Chain Office
• Contact person: Mrs. C. Jacobs
• Telephone: 042 200 2200
• Email: [email protected]
• Copy email: [email protected]

Technical information enquiries:

• Contact person: Mrs. C. Jacobs
• Telephone: 042 200 2200
• Email: [email protected]
• Copy email: [email protected]

Submission address:

Tender Box, 16 Woltemade Street (front entrance)

Jeffrey's Bay

6330

Room 122

Postal address:

Kouga Local Municipality

PO Box 21

Jeffreys Bay

6330

Submission method

• Deliver a sealed envelope endorsed "NOTICE NO: 269/2026: FACILITATION OF TRAINING INTERVENTIONS FOR KOUGA LOCAL MUNICIPALITY" to the Tender Box, 16 Woltemade Street (front entrance), Jeffrey's Bay, Room 122.
• The bid must include an original hard copy plus an electronic copy of the completed document and all returnable documents on a USB flash drive or SD card/CD.
• Bidders are encouraged to use USB or SD card; CDs must be readable and not visibly broken.
• Failure to submit both the hard copy and the electronic copy renders the bid non-responsive.
• Late, telephonic, faxed or emailed tenders will not be accepted.
• Bids deposited in the wrong box or delivered to another venue will not be considered.

Returnable documents (all must be completed, signed and submitted):

• National Treasury Central Supplier Database (CSD) summary report.
• Business registration documents (CM9/name-change documents are not sufficient); JV agreements, consortia, partnerships and trust documents where applicable.
• Valid SARS Tax Compliance Status PIN for the bidder and each JV partner.
• Certified copies of identity documents.
• Latest Municipal Billing Clearance Certificate, or a copy of the municipal account or rental documentation.
• Audited financial statements for the last three financial years (if applicable).
• Project implementation plan (if applicable).
• Any special conditions of contract documentation as set out in the tender or on request.
• SBD 4 (Declaration of Interest): discloses whether any director or shareholder is employed by the state or connected to anyone at the municipality.
• SBD 6.1 (Preference Points Claim Form): claims B-BBEE and specific-goals points.
• SBD 8 (Declaration of Bidder's Past Supply Chain Management Practices): declares any past supply chain management issues.
• SBD 9 (Certificate of Independent Bid Determination): certifies the bid price was set independently and without collusion.
• Authority to Sign / Board Resolution: authorises the signatory to bind the bidder.
• Indemnity Agreement.
• Joint Venture Declaration (if applicable).
• Certificate for Payment of Municipal Services.
• Schedule of Previous Work Carried Out by Tenderer.
• MBD 7 (Contract Form) to be completed and signed by the successful bidder.

Formatting requirements:

• Complete all documents in black ink; pencil entries will not be considered.
• Original signatures only; copies of signatures are not accepted.
• Do not use correction fluid; draw a line through mistakes and initial next to them.
• A copy of a certified copy is not accepted as a certified copy.
• Sign all pages where required.

Disqualification risks:

• Omission or incomplete completion of any compulsory municipal bidding document.
• Failure to submit the original hard copy and the electronic copy.
• Late submission.
• Non-compliance with tax or CSD verification on evaluation.
• Submission by a person in the service of the state.

Evaluation phases:

1. Special Conditions (compliance check)
2. Functionality
3. Price scoring
4. Specific goals scoring

Preference point system: 80/20 (80 points for price, 20 points for specific goals).

Functionality (minimum qualifying score: 70%):

• Company experience (20 points): more than 5 years = 20; 3–4 years = 15; less than 2 years = 10. Proof required via appointment letters, completion certificates or reference letters.
• Experience of lead facilitator (20 points): more than 5 years = 20; 3–4 years = 15; less than 2 years = 10. Assessed on the compulsory Facilitator CV Template and supporting documents.
• Assessor registration (20 points): more than 5 years = 20; 3–4 years = 15; less than 2 years = 10. Requires SETA proof of accreditation against Unit Standard 10148.
• Moderator registration (20 points): more than 5 years = 20; 3–4 years = 15; less than 2 years = 10. Requires SETA proof of accreditation against Unit Standard 10148.
• Total functionality score: 80 points.
• Only bidders scoring at least 70% for functionality proceed to price evaluation.

Specific goals (20 points):

• B-BBEE status level contributor: 10 points (per B-BBEE points allocation table).
• Promotion of enterprises located in a specific province: 10 points, allocated as:
• 10 points: located within Kouga Local Municipality boundaries.
• 6 points: located within Sarah Baartman District Municipality or Nelson Mandela Metro Municipality boundaries.
• 4 points: located within the Eastern Cape.
• 1 point: outside the Eastern Cape.
• To claim specific goals points, bidders must submit a valid B-BBEE sworn affidavit or certificate AND the latest Municipal Billing Clearance Certificate / copy of municipal account / rental documentation in the name of the bidding entity.
• If the municipal account is in a director's name, an affidavit must state the company name operating from that address.
• Information for virtual offices will not be accepted.

Scope: Appointment of service providers for the facilitation of training interventions for Kouga Local Municipality over a three-year period.

Course: Supervisory Skills

• Credit-bearing training aligned to Unit Standard 10148 (NQF Level 5, 14 credits).
• Target group: municipal officials.
• Venue: Jeffreys Bay (venue provided by the municipality).
• Assessment: individual portfolio-of-evidence submissions.
• Successful learners receive a Certificate of Competence.

Bidder deliverables:

• Valid proof of accreditation, registered in the name of the bidding company, for all programmes proposed.
• Evidence of current accreditation for Unit Standard 10148.
• Proof of assessor and moderator registration with the relevant SETA.
• Draft training plan covering methodology, timelines, key milestones for facilitation, portfolio submission, internal assessment, moderation and external verification.
• Comprehensive itemised pricing schedule, inclusive of all costs, quoted per learner.
• Completed compulsory Facilitator, Assessor and Moderator CV templates (only information in these templates and supporting documents will be evaluated).
• Reference letters using the prescribed template; only references relevant to the bid will be considered.

Municipality responsibilities:

• Provide training venue.
• Provide participant details.
• Provide refreshments and lunch for all training days.
• Cover courier costs of portfolios of evidence (POEs).

Contract period: 36 months.

Bidders must submit a draft training plan covering:

• Training methodology.
• Timelines.
• Key milestones for facilitation.
• Portfolio submission.
• Internal assessment.
• Moderation.
• External verification.

A project implementation plan must be submitted (if applicable).

Company experience (20 points):

• More than 5 years = 20 points; 3–4 years = 15 points; less than 2 years = 10 points.
• Proof required via appointment letters, completion certificates or reference letters.

Lead facilitator experience (20 points):

• More than 5 years = 20 points; 3–4 years = 15 points; less than 2 years = 10 points.
• Assessed on the compulsory Facilitator CV Template, including qualifications, experience in relevant training, and references.

Assessor registration (20 points):

• More than 5 years = 20 points; 3–4 years = 15 points; less than 2 years = 10 points.
• Requires SETA proof of accreditation against Unit Standard 10148.

Moderator registration (20 points):

• More than 5 years = 20 points; 3–4 years = 15 points; less than 2 years = 10 points.
• Requires SETA proof of accreditation against Unit Standard 10148.

The facilitator, assessor and moderator must sign the compulsory CV templates where required.

The service must conform to the standards and specifications in the bidding documents.

• The municipality may inspect the supplier's premises and records at reasonable hours.
• Pre-bidding testing is for the bidder's account.
• If inspections or tests show compliance, the municipality bears the cost; if not, the supplier bears the cost.
• Non-compliant services may be rejected and must be replaced at the supplier's cost and risk.
• The supplier must permit the municipality to audit records relating to performance.

Pricing schedule:

• Comprehensive itemised pricing schedule, inclusive of all associated costs, quoted per learner.
• All prices in South African Rand and inclusive of VAT.
• Prices must include delivery costs to localities in the Kouga area as indicated.
• Bidders must state delivery time in days from date of official order.
• Unconditional discount, if offered, must be stated on the Schedule of Prices.
• Prices are fixed for the contract period; adjustment only after 12 months from award and annually thereafter, with one month's written notice and proof of escalation.
• The municipality may accept the amended price, call for new tenders, or negotiate with alternative suppliers.

Pricing:

• All prices must be in South African Rand and include VAT.
• Prices must include delivery costs to localities in the Kouga area as indicated.
• Bidders must state delivery time in days from date of official order.
• Prices are fixed for the contract period; the successful bidder may request a price adjustment only twelve months after award and then once annually, with one month's written notice and proof of escalation.
• The municipality may accept the amended price, call for new tenders, or negotiate with alternative suppliers.
• An unconditional discount may be offered and must be stated on the Schedule of Prices.

Payment:

• Payment will be made in Rand.
• Invoices must be accompanied by a copy of the delivery note and fulfilment of other obligations.
• Payment is due promptly, but not later than 30 days after submission of a valid invoice.
• Subcontractors or local SMMEs must be paid within 7 days after submitting a valid invoice for completed works, unless the bidder's payment arrangement provides otherwise, but not exceeding 14 calendar days.

Performance security:

• The successful bidder must furnish a performance security within 30 days of receipt of notification of contract award, in the amount specified in the Special Conditions of Contract.
• The performance security may be a bank guarantee, irrevocable letter of credit, or cashier's/certified cheque.
• It will be discharged and returned not later than 30 days after completion of the supplier's performance obligations, including warranty obligations.

Financial capacity:

• Audited financial statements for the last three financial years must be submitted (if applicable).

Mandatory eligibility:

• Register on the National Treasury Central Supplier Database (CSD) and submit the CSD summary report.
• Submit a valid SARS Tax Compliance Status PIN; if no TCS is available, a CSD number must be provided.
• For consortia, joint ventures or subcontractors, each party must submit a separate TCS certificate/PIN/CSD number.
• Submit a valid B-BBEE status level verification certificate or sworn affidavit to claim preference points.
• Submit certified copies of identity documents.
• Submit the latest Municipal Billing Clearance Certificate, or a copy of the municipal account or rental documentation.
• Submit audited financial statements for the last three financial years (if applicable).
• Submit proof of accreditation registered in the bidding company's name for all programmes, including Unit Standard 10148.
• Submit proof of assessor and moderator registration with the relevant SETA.
• No bids will be considered from persons in the service of the state.
• Foreign suppliers must complete the pre-award questionnaire in Part B:3.
• Prospective service providers must register on Kouga Municipality's supplier database as per registration requirements.

Minimum functionality score: 70%.

B-bbee:

• B-BBEE status level contributor points: 10 points (per B-BBEE points allocation table).
• A valid B-BBEE sworn affidavit or certificate must be submitted to claim points.

Local content: not specified.

CIDB: not applicable.

Contract period: 36 months from date of appointment.

Prices:

• Fixed for the contract period; adjustment only after 12 months from award and annually thereafter, with one month's written notice and proof of escalation.
• The municipality may accept the amended price, call for new tenders, or negotiate with alternative suppliers.
• All prices must include VAT and delivery costs to Kouga area localities.

Payment:

• Invoices must be accompanied by a copy of the delivery note and fulfilment of other obligations.
• Payment due within 30 days after submission of a valid invoice.
• Subcontractors or local SMMEs must be paid within 7 days after submitting a valid invoice for completed works, unless the bidder's payment arrangement provides otherwise, but not exceeding 14 calendar days.

Performance security:

• To be furnished within 30 days of receipt of notification of contract award, in the amount specified in the Special Conditions of Contract.
• May be a bank guarantee, irrevocable letter of credit, or cashier's/certified cheque.
• Returned not later than 30 days after completion of performance obligations, including warranty obligations.

Delays and penalties:

• The supplier must notify the municipality in writing of any delay, its likely duration and cause.
• The municipality may extend time with or without penalties.
• Penalties for late delivery or performance are calculated at the current prime interest rate for each day of delay.

Termination:

• The municipality may terminate for insolvency without compensation.
• Termination for breach is subject to the General Conditions of Contract.

Disputes:

• Parties must attempt amicable resolution for 30 days, then mediation, then a South African court.

Restriction of suppliers:

• The municipality may restrict a supplier from doing business for up to 5 years for fraudulent B-BBEE submissions, fraud, corruption, collusion or bribery; 1 to 5 years for poor performance, contractual breach, misrepresentation or reputational damage.
• Mandatory reporting to National Treasury and law enforcement where applicable.

Minimum criteria for consideration:

• Valid proof of accreditation, registered in the name of the bidding company, for all programmes proposed.
• Evidence of current accreditation for Unit Standard 10148.
• Proof of assessor and moderator registration with the relevant SETA.

Proposal requirements:

• Draft training plan detailing methodology, timelines, key milestones for facilitation, portfolio submission, internal assessment, moderation and external verification.
• Comprehensive itemised pricing schedule, inclusive of all costs, quoted per learner.
• Completed compulsory Facilitator, Assessor and Moderator CV templates; only information in these templates and supporting documents will be evaluated.
• Reference letters using the prescribed template; only relevant references will be considered.

Municipality provides:

• Training venue.
• Participant details.
• Refreshments and lunch for all training days.
• Courier costs of portfolios of evidence (POEs).

Contract period: 36 months.

Evaluation is conducted in four phases: special conditions, functionality, price, and specific goals.

Functionality (minimum 70% to proceed to price):

• Company experience (20 points): more than 5 years = 20; 3–4 years = 15; less than 2 years = 10. Proof via appointment letters, completion certificates or reference letters.
• Lead facilitator experience (20 points): more than 5 years = 20; 3–4 years = 15; less than 2 years = 10. Assessed on the compulsory Facilitator CV Template.
• Assessor registration (20 points): more than 5 years = 20; 3–4 years = 15; less than 2 years = 10. Requires SETA proof of accreditation against Unit Standard 10148.
• Moderator registration (20 points): more than 5 years = 20; 3–4 years = 15; less than 2 years = 10. Requires SETA proof of accreditation against Unit Standard 10148.
• Total functionality score: 80 points.

Specific goals (20 points):

• B-BBEE status level contributor: 10 points.
• Provincial location: 10 points (Kouga Local Municipality = 10; Sarah Baartman District or Nelson Mandela Metro = 6; Eastern Cape = 4; outside Eastern Cape = 1).
• Claiming specific goals points requires a valid B-BBEE sworn affidavit or certificate AND the latest Municipal Billing Clearance Certificate / municipal account / rental documentation in the name of the bidding entity.
• If the municipal account is in a director's name, an affidavit must state the company name operating from that address.
• Virtual office information will not be accepted.

Price: 80 points.