Appointment of a Service Provider to recruit and deliver Learnership training for the National Certificate in Banking (NQF 5) for the Small Enterprise Development and Finance Agency (Sedfa)

The service provider is required to supply all Learning Resources as per NQF Level 5

National Certificate in Banking.

7.3 Timeframe of Deliverables

The following project deliverables will be required to be delivered by the appointed

service provider, based on the phases outlined below:

7.3.1 Phase 1: Administrative

Deliverables Estimated

Time Frame

Learnerships March 2026

to February

• Recruitment of Learners within the first week of signing off 2027

the Agreement with Sedfa

• Implement Learnership Programme pitched at National

Certificate in Banking (NQF L5) SAQA registered 20186 for 35

learners.

• Engagement of 57 qualifying beneficiaries

(students/learners) for the learnership as per demographic

provided in 3 above.

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• Recruitment of 57 qualifying beneficiaries

(students/learners) as per the demographic layout provided

by Sedfa in 3 above.

• Contracting of qualifying beneficiaries (students/learners) as

per the demographic layout provided by Sedfa.

• On boarding of qualifying beneficiaries (students/learners)

as per the demographic layout provided by Sedfa.

• Make advance provision of approximately two months

stipend for qualifying beneficiaries (students/learners) as

per amount provided by Sedfa.

• Proof of registration of learners on the relevant BANKSETA.

• Provide proof of payment of stipend to (learners/students)

• Stipends at the amount of R4 500,00 for category NQF Level

5 National Certificate in Banking to be included in total

quoted prize.

• Proof of Signing of the Learners/students Agreement.

• Learners contracted and registered with the Bank Seta

before end of March 2026.

7.3.2 Phase 2: Monthly Reporting and Close-out Report

• Submit a detailed project completion report to Sedfa on the March 2026 -

achievement of the Learnership, highlighting the successful 31 August

completion, failures, challenges and recommendations. 2027

• Post learnership program feedback report by learners.

• Provide certified BANKSETA “statement of results” and

certificates of competence.

• Provide monthly and quarterly performance Report.

• Provide monthly proof of payment of stipend made to

learners/students.

• Provide all learnership agreements/contracts.

• Provide monthly attendance registers and other relevant

documents required for the B-BBEE verification (Skills

Development element).

• Assist Sedfa in the B-BBEE preparation and verification

process for the financial year 2025/2026 and 2026/2027.

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8. SERVICE PROVIDER ROLES & RESPONSIBILITIES

The successful service provider is expected to perform the following functions:

Learnership

8.1 Render a service to Sedfa for a period of eighteen months (18) based on the

phases indicated in the Terms of Reference.

8.2 Provide training/learning facilities for 57 learners based on physical

requirements.

8.3 Provide an implementation plan within a week of contracting with Sedfa.

8.4 Provide accredited course material for Banking pitched at NQF level 5 to 57

learners/students on the commencement date of the project.

8.5 Register learners with relevant banking SETA on LMIS.

8.6 Appoint assessors and moderators as per number of learners.

8.7 Appoint suitable qualified facilitators with relevant experience, qualifications

and skills.

8.8 Provide mentors for the 57 learners/students.

8.9 Develop a mentorship schedule/programme.

8.10 Provide all assessment and moderation services.

8.11 Provide certificate of completion and competence.

8.12 Provide Sedfa with monthly and quarterly report.

8.13 Provide a final consolidated report after the completion of the programme.

8.14 Ensure accurate records are kept and available for B-BBEE Verification.

8.15 Sedfa will require co-branding with the service provider for the awarding of

learnership beneficiaries (i.e. award letter).

8.16 Provide relevant technical support to the learners.

NB: Bidders that do not quote as per the requirements/ specification will be regarded

as non-responsive, and such proposals/ quotations will be disqualified.

9. Pricing Proposal/Schedule

Bidder must submit a pricing proposal as outlined in the Bid Proposal Template

(Appendix 1).

• Bidders must provide the costs for the services:

• Bidders must indicate any other charges, if any.

• All prices should be fixed and inclusive of taxes, disbursements, etc.

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10. Additional Information

Any additional information pertinent to the proposal can be attached under this

Section.

An electronic editable copy of the Bid Proposal Template will be available on the

Sedfa website: http://www.sedfa.org.za/publications/tenders or National Treasury

e-Tender Portal.

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APPENDIX 1

BID PROPOSAL COVER PAGE

APPOINTMENT OF A SERVICE PROVIDER TO RECRUIT AND DELIVER

LEARNERSHIP TRAINING FOR THE NATIONAL CERTIFICATE IN BANKING

(NQF 5) FOR THE SMALL ENTERPRISE DEVELOPMENT AND FINANCE AGENCY

(SEDFA)

Bid Number

MAAA Number

Company name

CSD Number

Contact Person

Telephone Number

E-mail Address

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SECTION 1: LEGISLATIVE REQUIREMENTS

Attach all required documentation behind this section.

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SECTION 2: MANDATORY REQUIREMENTS

Provide and attach all required documentation behind this section.

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SECTION 3: COMPANY PROFILE, EXPRIENCE & REFERENCE LETTERS

Note to the Bidder: The bidder must complete the information set out below in

response to the requirements stated in the bid document. If the bidder requires more

space than is provided below it must prepare a document in substantially the same

format setting out all the information referred to below and return it with this

Returnable Schedule]

Table (a):

The bidders must provide the following information:

NB: Reference letters/Case Studies provided under this section should be same as

individual letters provided on Annexure C-Functionality Requirements

Client’ Transaction Transaction Project period Description of Name, title, and

Name Description Value Start End service telephone

Date Date performed and contact of client

extent of

Bidder's

responsibilities

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Less than two (2) elements 0 points

Project plan presented does not meet any

requirements.

TOTAL 100

Bidders are required to obtain a minimum threshold of 70 out of 100 points on

functionality to be evaluated.

Bidders are required to obtain a minimum threshold of 70 out of 100 points on

functionality in order to be evaluated further. Any bidder who scored less than 70

Points will be eliminated and not be evaluated further.

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ANNEXURE D

STAGE 4 – EVALUATION OF PROPOSAL ON APPLICABLE POINTS

Only bidders that have scored a minimum of 70 / 100 on site- inspection will be

evaluated during stage 5 for pricing and specific goals.

In terms of Preferential Procurement Regulations pertaining to the Preferential

Procurement Policy Framework Act, 2000 (Act ) and the amended

regulations responsive bids will be adjudicated by the State on the applicable points

system.

The applicable preference point system for this tender is the 80/20 preference

point system.

In terms of 80/20 points system, points are awarded to bidders on the basis of:

CRITERIA POINTS

Price 80

Specific Goals

TOTAL 100 POINTS

Specific Goals for this tender and points that may be claimed are indicated per

table below:

(Note to Tenderers: The tenderer must indicate how they claim points for each

preference point system. Failure of the tenderer to submit the fully completed

SBD 6.1 with the points claimed and supported by proof/documentation will

results in points being forfeited)

Specific Goals Allocated and Points to claimed in terms of this tender

Indicate the following to support this claim. Failure to provide the required

information will result in being forfeited.

Indicate Number of Full Time Employed Paid Employees: ______________

Total Annual Turnover or Revenue: R___________

Size of Enterprise Number of Number of

points points

allocated claimed

(80/20 (80/20

system) system)

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(To be

completed by

the tenderer)

Micro Enterprise 8

Small Enterprise 5.6

Medium Enterprise 3.2

Large Enterprise 0.8

Sworn Affidavit/ BBBEE Certificate 2

(Ownership aligned to B-BBEE Status Level)

L1 L2 L3 L4 L5 L6 L7 L8

2 1.75 1.50 1.25 1 0.75 0.25 0

Black Women Owned (more/≥30% owned) 4

Target Group: Youth 2

Spatial: Rural 4

Spatial: Townships 2.4

Spatial: City 0.8

Supporting Document for Claiming of Specific Goals:

The bidder must also indicate point claims on SBD 6.1.

Size of Enterprise: Micro, Small, Medium enterprises: maximum 8/20

Verification Method:

Verification Method: Statement of Financial Position of the bidder: Latest Audited

Financial Statement of the bidder (Where applicable in terms of Company’s Act)

and/or independently reviewed financial statements and/or cashflow budget for

the new entities with no financial records.

SECTORS SIZE OR CLASS OF TOTAL FULL-TIME TOTAL ANNUAL

ENTERPRISE EQUIVALENT OF TURNOVER

PAID EMPLOYEES

Finance and Medium 51-250 <85.0 million

Business Small 11-50 <35.0 million

Services Micro 0-10 <7.5 million

B-BBEE (Black Ownership): Maximum 2/20 points.

Verification Method: BBBEE certificate and or Sworn Affidavit:

Youth = 2/20 points which will be allocated follows:

Verification Method: CIPC and or CSD

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Spatial: Rural and Township and City-based enterprises: 4/20 points

Rural = maximum 4 points

Township= 2.4

City= 0.8

Verification method: Copy of Utility Bill, Lease Agreement, Title Deed, letter from

Municipality outlining the physical address of the company and official letter with

stamp from the local councilor.

A maximum of 80 points is allocated for price on the following basis:

80/20

Pt−Pmin

Ps= 80(1− )

Pmin

Where

Ps = Points scored for price of tender under consideration

Pt = Price of tender under consideration

Pmin = Price of lowest acceptable tender

The points scored by a bidder in respect of Specific Goals will be added to the

points scored for price.

Only bidders who have completed and signed the declaration part of the Specific

Goal form and who have submitted the relevant supporting documents will be

allocated points.

The points scored will be rounded off to the nearest 2 decimals.

Criteria for breaking deadlock in scoring

If two or more tenderers score an equal total number of points, the contract will

be awarded to the tenderer that scored the highest points for Specific Goals.

If two or more tenderers score equal total points in all respects, the award will

be decided by the drawing of lots.

A contract may, on reasonable and justifiable grounds, be awarded to a tender that

did not score the highest number of points.

Sedfa reserves the right to enter into negotiations with the preferred bidder.

Sedfa reserves the right to provide policy relating to the handling of information

(Protection of Personal Information Act).

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ANNEXURE E

SCOPE OF WORK / TERMS OF REFERENCE

Appointment of a Service Provider to recruit and deliver Learnership training

for the National Certificate in Banking (NQF 5) for the Small Enterprise

Development and Finance Agency (Sedfa)

B-BBEE Minimum Level: 5