End-to-end bursary process management services for sasseta (2026-2030)

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Returnable Documents: General Conditions of Contract (Annexure A), Pricing Schedule (Annexure B), CV Template (Annexure C) R F P : B u r s a r y m a n a g e m e n t P a g e 2 | 27, RFP SUBMISSION CONDITIONS AND INSTRUCTIONS 1.1 FRAUD AND CORRUPTION 1.1.1 All Service Providers are to take note of the implications of contravening the Prevention and Combating of Corrupt Activities Act, Act No and any other Act applicable. 1.2 COMPULSORY BRIEFING SESSION 1.2.1 There will be no briefing session for this Request for Proposal 1.3 CLARIFICATIONS/QUERIES 1.3.1 Any clarification required by a bidder regarding the meaning or interpretation of the Terms of Reference, or any other aspect concerning the bid, is to be requested in writing (e-mail) from Ms. Lebo Hlombe at [email protected] by 12h00 on 19 June 2026. The bid number should be mentioned in all correspondence. Telephonic requests for clarification will not be accepted. 1.4 SUBMITTING BIDS 1.4.1 Proposals to be submitted electronically via email to [email protected] (maximum size of the email 30 MB), Bidders are advised to compress their submission(s) to a maximum of 30MB file/folder. Any submission(s) exceeding 30MB will be automatically rejected by the server., Submission(s) can be made through email and WeTransfer. Bidders are advised NOT to set an expiry date on the submission(s) made. If a Bidder’s response is found to have expired during the evaluation period, it will be considered non-responsive. Bidders who chose to submit via WeTransfer are encouraged to ensure that they have a license for the platform as without it, the submission will automatically expire within seven (7) days., Bidders must not submit their responses via Google Drive or any other method that will compel SASSETA to request access and/or create an email address out of SASSETA’s domain (sasseta.org.za). Such responses will be considered non-responsive., Bidders are advised to double check their submission(s) before responding to the bid. ❖ Closing date and time: 26 June 2026 @ 11h00 1.5 LATE BIDS 1.5.1 Bids received late shall not be considered. A bid will be considered late if it arrived only one second after 11h00 or any time thereafter. Bids arriving late will not be considered under any circumstances. Bidders are therefore strongly advised to ensure that bids be sent allowing enough time for any unforeseen events that may delay the delivery of the bid. R F P : B u r s a r y m a n a g e m e n t P a g e 3 | 27 1.6 NEGOTIATION 1.6.1 SASSETA has the right to enter into negotiation with a prospective service provider regarding any terms and conditions, including price(s), of a proposed contract. 1.7 REASONS FOR REJECTION 1.7.1 SASSETA shall reject a bid for the award of a contract if the recommended bidder has committed a proven corrupt or fraudulent act in competing for the particular contract. 1.7.2 SASSETA shall disregard the bid of any bidder if that bidder, or any of its directors: 1.7.2.1 have abused the Supply Chain Management systems of SASSETA. 1.7.2.2 have committed proven fraud or any other improper conduct in relation to such systems. 1.7.2.3 have failed to perform on any contract and the proof exists. 1.7.3 Such actions shall be communicated to the National Treasury. R F P : B u r s a r y m a n a g e m e n t P a g e 4 | 27

3. Selection Process

Section b

1. Invitation to Quote (SBD 1)

2. Pricing Schedule (SBD 3.3)

3. Bidder’s Disclosure (SBD 4)

4. Preference Points Claim form in terms of Preferential Procurement

Regulations 2022 (SBD 6.1).

2.1. Introduction and background

2.1.1. SASSETA is one of the twenty-one (21) Sector Education and Training

Authorities (SETAs) established in terms of the Skills Development Act

(Act ) as amended. SASSETA’s licence has been renewed until

31st March 2030.SASSETA is classified as a schedule 3A Public Entity

in terms of Public Finance Management Act, (Act , as amended).

SASSETA reports to the Department of Higher Education and Training

(DHET).

2.2. Purpose

2.2.1. SASSETA seeks to appoint a suitably experienced and knowledgeable

service provider to implement end-to-end management of the individual

bursary process on an ad hoc or full-scale basis on behalf of SASSETA. The

contract will commence on the appointment date and run until 31 March 2030

with an option to extend up to a maximum of five (5) years.

2.2.2. The service provider will be required to manage the implementation of

bursaries in all public and private institutions of higher learning across the

country in line with the SASSETA Bursary legislative framework.

2.2.3. The service provider may administer new applications as well as take over the

existing beneficiaries contracted with in prior years.

2.3. Scope of work and deliverables

2.3.1. The service provider will be required to demonstrate an in-depth

understanding of project management techniques, monitoring and evaluation,

quality assurance, training, and reporting requirements by performing the

following functions on a full-scale or ad hoc basis:

2.3.1.1. Application and Advertising

a) Identify from the Annual Performance Plan supported by the

approved Sector Skills Plan which qualifications should be

prioritized.

b) Draft an advert in line with the approved Discretionary Grant Policy

and applicable Standard Operating Procedure (SOP).

2.3.1.2. Pre-Screening

a) Perform shortlisting pre-screening activities on an applicable

learner management system.

b) Conduct interviews and assessment on shortlisted candidates

where required.

2.3.1.3. Evaluation and due Diligence

a) Evaluate the application against a set criteria.

b) Perform all required due diligence procedures in line with the

approved SOP.

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c) Perform validation on learner information and learner

documents.

d) Compile a report of recommended learners to respective

Committees.

2.3.1.4. Contracting and Induction

a) Enrolling learners on the learner management system.

b) Capturing all required contracting documentation in line with the

approved SOP.

c) Prepare award letters.

d) Facilitate contract signing.

e) Induct all learner on SASSETA’s expectations including relevant

timelines for submission of pertinent information.

f) Communicate feedback to unsuccessful learners.

2.3.1.5. Monitoring and Evaluation

a) Monitor on performance of the learners by institution.

b) Evaluate the conditions of accommodation premises occupied

by learners.

c) Identify additional risks and implement mitigating strategies.

d) Provide wellness and career guidance support to struggling

learners.

e) Maintain all necessary administration documentation on the

learner management system.

2.3.1.6. Invoicing and Payment

a) Ensure timely

➢ payment of registration fee

➢ Sourcing of learning material including textbooks for

learners.

➢ payment of first month lodging/accommodation cost and

➢ preparation of payment packs of all other supporting

services.

b) Invoice SASSETA for payments made for the above services

timeously.

2.3.1.7. Reporting

a) Report quarterly to SASSETA on the performance of learners in

line with the SETMIS requirements.

b) Report quarterly to SASSETA on key performance metrics

including financial disbursement.

c) Report to SASSETA on ad-hoc basis any information which may

be pertinent to key decision-making processes.

d) Provide to SASSETA all information required to report entered

learners and completions.

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2.4. Mandatory requirements

2.4.1. The bidder should:

2.4.1.1. Submit proof of liquidity (i.e., bank statement) or financial assistance

letter from a National Credit Regulator (NCR) registered financial

institution as follows:

• The bank statement should reflect a closing balance of

R10 000 000.00 not older than 21 days from date of closure of the

RFP, or

• The financial assistance letter should be for a minimum of

R10 000 000.00 and should not be older than 21 working days

from the date of closure of the RFP.

NB: Failure to submit any of the above will lead to automatic

disqualification. SASSETA reserves the right to confirm the

validity or authenticity of external funding prior to

appointment.

2.4.1.2. The service provider to ensure compliance with the Protection of

Personal Information Act (POPIA) and submit a valid registration

certificate with the Information Regulator of South Africa in the

name of the bidding company. Non-submission of a valid

registration certificate(s) with the Information Regulator of

South Africa will lead to automatic disqualification.

2.4.1.3. Bidders to submit CV Template (Annexure C) of the Team Leader.

Non-submission of the requested CV Template (Annexure C) of

the Team Leader will lead to automatic disqualification.

2.5. Submission requirements

2.5.1. The bidding company to submit at a minimum the information mentioned in

the phases below:

2.5.1.1. Phase 1 – Automatic disqualification criteria (section 2.4)

2.5.1.2. Phase 2 – Functionality evaluation criteria (section 3.2.1.2)

2.5.1.3. Phase 3 – Due diligence evaluation criteria (section 3.2.1.3)

2.6. Timeframes for delivery of the work

2.6.1. This contract will be valid from the date of appointment until 31 March 2030

with an option to extend up to a maximum of five (5) years.

2.7. Pricing

2.7.1. The service providers are requested to provide an all-inclusive cost of this

project assignment on the SBD 3.3

2.7.2. The bidder to ensure delivery of the project within the required timeframes

stipulated in the terms of reference.

2.7.3. Where the contract requires the successful bidder to travel to a venue different

from SASSETA, the following travel and disbursement processes will be

undertaken:

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• Claim travel mileage costs applicable to this contract as per

the Department of Transport rates.

• Book only economy-class flights
• Book Group A hire cars, otherwise Group B are to be used following

SASSETA’s approval

• Utilise cost-effective mode of transport such as Uber/Taxify/Gautrain or

shuttle.

• services when traveling to and from the airport.
• Book only Bed and Breakfast, Hotels, or other equivalent

accommodations up to a Rand value of R1 400/ per night per person

(including dinner, breakfast, and parking).

• Submit all applicable invoices/receipts for the travel undertaken and also,

a google map of the trip where travel by private car was undertaken for

payment.

2.7.4. All travel to be approved by SASSETA before being Undertaken.

2.8. Accountability and reporting

2.8.1. The service provider will report directly to the Office of the Chief Financial

Officer for the duration of the contract.

2.9. Penalty for non-performance

2.9.1. SASSETA reserves the right to enforce penalties, withhold payment, or take

other remedial action should the appointed service provider fail to meet the

agreed service levels, timelines, or deliverables as will be captured in the

Service Level Agreement (SLA).

2.9.2. Final project timelines will be agreed upon with the appointed service

provider and incorporated into the SLA. Failure to meet these agreed

timelines may result in penalties as outlined in the SLA.

2.10. Handover processes

2.10.1. On the expiry of this contract, the appointed service provider will be required

to hand over all access credentials of all portals to SASSETA.

2.11. Conditions of contract (gcc) (annexure a)

2.11.1. Bidders are requested to initial each page of the General Conditions of

Contract (GCC) (Annexure A) and submit their response to this Request for

Quotations. The GCC will form part of the contract with the successful

Bidder.

2.12. Intellectual property

2.12.1. The service provider will be contracting with SASSETA. All products and

data of this project, in whatever format raw or analysed, will be confidential

information for utilisation by SASSETA. All information and documents,

received from SASSETA or stakeholders, is to be kept confidential and

may not be used or distributed in any format without the written approval

of SASSETA. To this end, the service provider will be required to sign a

confidentiality agreement within the Service Level Agreement.

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2.13. Protection of personal information act

2.13.1. All Service Providers are to take note of the implications of POPIA act and

any other data privacy Act applicable that SASSETA complies to. In

compliance to the act, please be advised that the following are applicable to

the treatment of vendor information:

2.13.1.1. All requested bid information will be solemnly utilized for the

purpose of the bid evaluation processes. The vendor hereby

consents the information provided as part of this bid will be utilized

for supply chain processes of SASSETA and may be subject to

multiple processing to enable the evaluation of this bid.

2.13.1.2. The vendor consents that the information collected will be retained

for the duration of the evaluation and archived for records

management purposes. The information will be disposed as per

the SASSETA records management policies as prescribed by the

national archives act. Furthermore, the information owner

acknowledges that the information provided will be scanned into

digital records which are retained on the SASSETA backup

servers and that are replicated to backup media. SASSETA does

confirm that the organization adopts industry best practice with

regards to the safeguarding of digital records whether locally

stored or retained in backup media.

2.13.1.3. SASSETA confirms that all submitted records will be retained in

their original form and will not be altered with to preserve the

quality and originality of information provided.

2.13.1.4. SASSETA confirms that the Information Officer is duly responsible

for vendor information provided and exercises stringent measures

to ensure that information is secured and solemnly utilized for the

purpose of use. No vendor records will be distributed or utilized for

any processes outside the current bid that the information has

been requested for.

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3. Proposed selection criteria

3.1 Compliance requirements

3.1.1 All bids duly lodged will be examined to determine compliance with bidding

requirements and conditions.

3.2 Conditions for selection/short listing

3.2.1 All submissions will be evaluated as follows:

3.2.1.1 Phase 1 – Requirements items, Service Providers to:

• Submit their proposal by the closing date and time. Proposals

submitted after the closing date and time will be disqualified from

further evaluation.

• Submit proof of liquidity (i.e., bank statement) or financial assistance

letter from a National Credit Regulator (NCR) registered financial

institution as follows:

➢ The bank statement should reflect a closing balance of

R10 000 000.00 not older than 21 days from date of closure of the

RFP, or

➢ The financial assistance letter should be for a minimum of

R10 000 000.00 and should not be older than 21 working days from

the date of closure of the RFP.

NB: Failure to submit any of the above will lead to automatic

disqualification. SASSETA reserves the right to confirm the

validity or authenticity of external funding prior to

appointment.

• ensure compliance with the Protection of Personal Information Act

(POPIA) and submit a valid registration certificate with the

Information Regulator of South Africa in the name of the bidding

company. Non-submission of a valid registration certificate(s)

with the Information Regulator of South Africa will lead to

automatic disqualification.

• Submit CV Template (Annexure C) of the Team Leader. Non-

submission of the requested CV Template (Annexure C) of the

Team Leader will lead to automatic disqualification.

• complete and submit all Standard Bidding Documents (SBD) forms

mentioned above on of this document, namely: SBD1, SBD

3.3, Sbd 4, sbd 6.1.

• Bidders to be registered on the National Treasury Central Supplier

Database (CSD) by the closing date and time of this request for

quotation. Bidders are to provide SASSETA with a copy of their CSD

registration report downloaded from the National Treasury CSD

Website.

• Initial each page of the General Condition of Contract (Annexure A)

and submit with your proposal.

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3.2.1.2 Phase 2 – Functionality evaluations

• The proposals of all service providers will be rated on a scale of 0 to 1.

0: Required document/item not submitted/ Unacceptable, does not

meet set criteria

1: Acceptable, does meet set criteria, is adequate for the stated

element.

2: Exceptional mastery of the requirement should ensure extremely

effective performance.

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Element functionality evaluation functionality total

Weight score

Suitability of the bidder: Rating Evaluation criteria

out of

• A bidder to submit a minimum of three (3) 0 Non-submission of signed letters or less than three (3) signed

signed reference letters on a client’s letters demonstrating experience in managing the

letterhead demonstrating experience in implementation of bursaries or the letters are older than five (5)

managing the implementation of bursaries: years from the bid closing date or none of the letters submitted

meet the Rand-value threshold.

• At minimum one (1) of the three (3) letters 1 A bidder submitted three (3) signed letters demonstrating

requested above should be for contracts of experience in managing the implementation of bursaries and at

R50 000 000 and above each and must least one (1) of the letters is for a contract of R50 000 000 and

have been issued within the previous five above each. Each letter is not older than five (5) years from the

(5) financial years. bid closing date. 40%

2 A bidder submitted four (4) or more signed letters

NB: Copies of contracts with clients should demonstrating experience in managing the implementation of

be submitted to substantiate the amounts of bursaries and at least two (2) of the letters are for contracts of

the reference letters. R50 000 000 and above each. Each letter is not older than five

(5) years from the bid closing date.

Experience of the team leader: Evaluation criteria

• Team leader to demonstrate extensive 0 Non-submission of team leader’s CV template (Annexure C) or

knowledge and experience in managing the CV template (Annexure C) does not demonstrate the relevant

implementation of bursaries and submit the qualification and adequate experience.

following documents: 1 Team leader’s NQF level 7 qualification certificate in Project

Management submitted, CV template (Annexure C)

a. At minimum be in possession of NQF demonstrates 10 years’ experience in project management

level 7 in Project Management and three (3) assignments in managing the implementation of

qualification. The qualification certificate bursaries of which one (1) was a contract of R50 000 000 and

to be submitted with the proposal. 40% above

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b. Demonstrate a minimum 10 years’ 2 Team leader’s NQF level 7 qualification certificate in Project

experience in project management. A Management was submitted, CV template (Annexure C)

comprehensive CV template (Annexure demonstrates 10 years’ experience in project management

C) to be submitted. and four (4) or more assignments in managing the

c. Must have been a team leader on at implementation of bursaries of which two (2) were contracts of

least three (3) assignments of which one R50 000 000 and above each.

(1) was a contract of R50 000 000 and

above. CV template (Annexure C) to

elaborate this experience.

Bidder’s demonstration on project Rating Evaluation criteria

management: out of

• A bidder to submit a detailed project 0
• Non-submission of a project implementation plan or

implementation plan including a Gantt Chart submission of an irrelevant project implementation plan or

demonstrating an understanding of the submission of a project plan that covers five (5) or less of

seven (7) scope of work and deliverables the considerations listed in the scope of work items as per

items as per section 2.3 (2.3.1.1 – 2.3.1.7) section 2.3 (2.3.1.1 – 2.3.1.7)

1

• A bidder submitted a project implementation plan including a 20%

Gantt Chart demonstrating an understanding which covers

six (6) of the seven (7) considerations listed in the scope of

work items as per section 2.3 (2.3.1.1 – 2.3.1.7)

2

• A bidder submitted a project implementation plan including a

Gantt Chart demonstrating an understanding which covers

all seven (7) considerations listed in the scope of work items

as per section 2.3 (2.3.1.1 – 2.3.1.7)

Total 100%

N/B: Bidders must score a minimum of one (1) in each of the elements above. Bidders who score a zero in any of the elements will be

disqualified from further evaluation.

Bidders need to obtain 70% on functionality further evaluation. Bidders who do not meet the required functionality threshold will be

disqualified from further evaluation.

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3.2.1.3 Phase 3: Due diligence evaluation criteria

3.2.1.3.1 Bidders who meet the requirements of the functionality evaluation will be evaluated further on the due diligence

requirements indicated below:

All proposals will be evaluated on the criteria provided in the table below. The proposals of all service providers will

be rated on a scale of 0 to 1:

0: Unacceptable, does not meet set criteria, not adequate for the stated element.

1: Exceptional mastery of the requirement should ensure extremely effective performance.

3.2.1.3.2 For this phase, the shortlisted bidder will need to demonstrate their bursary management system. SASSETA reserves

the right to select the client from any of the provided reference letters for due diligence demonstration. However, on

agreement with the SASSETA, the shortlisted bidder might be requested to present a demo solution that covers all

scope of work areas highlighted in section 2.3 ((2.3.1.1 – 2.3.1.7). General controls, application controls and effective

use of a system will be considered.

Bidder’s demonstration of the system: Rating Evaluation criteria

out of

• A bidder through the client solution or their 0
• A bidder could not demonstrate the system. Demonstrated

demo system to demonstrate their bursary solution does not meet all seven (7) scope of work and

management solution demonstrating an deliverables items as per section 2.3 ((2.3.1.1 – 2.3.1.7)

understanding of the seven (7) scope of 1

• A bidder through the client solution or their demo system

work and deliverables items as per section demonstrated their bursary management solution 100%

2.3 (2.3.1 to 2.3.8) demonstrating an understanding of the seven (7) scope of

work and deliverables items as per section 2.3 ((2.3.1.1 –

2.3.1.7)

Total 100%

Bidders need to obtain 1000% on functionality further evaluation. Bidders who do not meet the required functionality threshold will be

disqualified from further evaluation.

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3.2.1.4 Phase 3 – Price and Specific Goals

• The value of this bid is estimated not to exceed R50 000 000 (all

applicable taxes included) and therefore the 80/20 system shall

be applicable where 80 points will be allocated to price and 20 points

for Specific Goals as follows:

Evaluation Criterion on Price and Specific Goals

Relative competitiveness of proposed price 80

Specific Goals 20

Total for price and specific goals 100

3.2.1.5 Adjudication of bid

• The Bid Adjudication Committee will consider the recommendations

of the Bid Evaluation Committee (BEC) and make a recommendation

to the Award Authority to make the final award. The successful bidder

will usually be the service provider scoring the highest number of

points lower-scoring bid based on firm, verifiable and justifiable

grounds, or no award at all.

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Sbd1

Part a - invitation to bid

You are hereby invited to bid for the requirements of the (name of department/ public entity)

(Professional Services)

Name of bidder: ...................................................................................... Bid NO.: RFP/SASSETA/24251126/1

CLOSING TIME: 11h00 CLOSING DATE: 26 June 2026

Offer to be valid for 120 days from the closing date of bid

Item description bid price in RSA currency

NO **(all applicable taxes included)

1. The accompanying information must be used for the formulation of proposals, and each price below must be inclusive of VAT (where applicable):

i. Bidders are to submit Annexure B. Non-submission of Annexure B will lead to automatic disqualification.

ii. Bidders are to ensure that all items indicated on (Annexure B) are quoted for. Incomplete Annexure B will lead to automatic disqualification.

iii. The template will sum up the total.

iv. Bidders are requested to input their costs only and sign off.

v. Bidders are requested to submit Annexure B without changing any of the details on this document. Altered Annexure B will lead to automatic

disqualification.

vi. Bidders are required to submit this excel spreadsheet in Excel format for evaluation purposes and also a signed PDF version for audit trail

purposes.

Note 1: Total cost including delivery cost as specified in Annexure B will be considered for evaluation purposes.

Note 2: Unit price refers to unit descriptions as per Annexure B.

Note 3: Prices will escalate with CPIX on the anniversary of the contract

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Bidders are to record the name and surname of the proposed Team Leader on this assignment in the table below and ensure that a

comprehensive CV of the member is attached to the proposal as follows:

NO. NAME AND SURNAME (only one name to be recorded) IS TH CV TEMPLATE ATTACHED

(Circle the response below)

1. Yes/No

NB: The successful service provider will be reimbursed for travel and accommodation disbursements at government rates.

........................................... ........................................

Signature Date

........................................... .............................................

Position Name of bidder

(To be signed by a duly authorised Delegate. A signed Company Resolution must be submitted). (To be signed by a duly Authorised

Delegate)

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Sbd 4

Bidder’s disclosure

1. Purpose of the form

Any person (natural or juristic) may make an offer or offers in terms

of this invitation to bid. In line with the principles of transparency,

accountability, impartiality, and ethics as enshrined in the

Constitution of the Republic of South Africa and further expressed

in various pieces of legislation, it is required for the bidder to make

this declaration in respect of the details required hereunder.

Where a person/s are listed in the Register for Tender Defaulters

and / or the List of Restricted Suppliers, that person will

automatically be disqualified from the bid process.

2. Bidder’s declaration

2.1 Is the bidder, or any of its directors / trustees / shareholders /

members / partners or any person having a controlling interest in

the enterprise, employed by the state? YES/NO

2.1.1 If so, furnish particulars of the names, individual identity numbers,

and, if applicable, state employee numbers of sole proprietor/

directors / trustees / shareholders / members/ partners or any

person having a controlling interest in the enterprise, in table .

e Full Name Identity Number Name of State institution

l

.

N/B. If more space required, Service providers are to copy

this table onto their letterhead and provide information as per

the table above

2.2 Do you, or any person connected with the bidder, have a

relationship with any person who is employed by the procuring

institution? YES/NO

2.2.1 If so, furnish particulars:

................................................................................................

................................................................................................

2.3 Does the bidder or any of its directors / trustees / shareholders /

members / partners or any person having a controlling interest in

the enterprise have any interest in any other related enterprise

whether or not they are bidding for this

contract? YES

/NO

2.3.1 If so, furnish particulars:

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........................................................................................

........................................................................................

1. Invitation to Quote (SBD 1)

2. Pricing Schedule (SBD 3.3)

3. Bidder’s Disclosure (SBD 4)

Regulations 2022 (SBD 6.1).

5. Submission Checklist

6. General Conditions of Contract (Annexure A)

7. Pricing Schedule (Annexure B)

8. CV Template (Annexure C)

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2.4.1.3. Bidders to submit CV Template (Annexure C) of the Team Leader.

Non-submission of the requested CV Template (Annexure C) of

the Team Leader will lead to automatic disqualification.

2.5. Submission requirements

2.5.1. The bidding company to submit at a minimum the information mentioned in

the phases below:

2.5.1.1. Phase 1 – Automatic disqualification criteria (section 2.4)

2.5.1.2. Phase 2 – Functionality evaluation criteria (section 3.2.1.2)

2.5.1.3. Phase 3 – Due diligence evaluation criteria (section 3.2.1.3)

2.6. Timeframes for delivery of the work

2.6.1. This contract will be valid from the date of appointment until 31 March 2030

with an option to extend up to a maximum of five (5) years.

2.7. Pricing

2.7.1. The service providers are requested to provide an all-inclusive cost of this

project assignment on the SBD 3.3

2.7.2. The bidder to ensure delivery of the project within the required timeframes

stipulated in the terms of reference.

2.7.3. Where the contract requires the successful bidder to travel to a venue different

from SASSETA, the following travel and disbursement processes will be

undertaken:

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• Claim travel mileage costs applicable to this contract as per

the Department of Transport rates.

• Book only economy-class flights
• Book Group A hire cars, otherwise Group B are to be used following

SASSETA’s approval

• Utilise cost-effective mode of transport such as Uber/Taxify/Gautrain or

shuttle.

• services when traveling to and from the airport.
• Book only Bed and Breakfast, Hotels, or other equivalent

accommodations up to a Rand value of R1 400/ per night per person

(including dinner, breakfast, and parking).

• Submit all applicable invoices/receipts for the travel undertaken and also,

a google map of the trip where travel by private car was undertaken for

payment.

2.7.4. All travel to be approved by SASSETA before being Undertaken.

2.8. Accountability and reporting

2.8.1. The service provider will report directly to the Office of the Chief Financial

attached to this submission signed by the duly Authorised Directors.

Capacity under which this bid is signed: ...................................................

(Proof of authority must be submitted e.g. company resolution)

Date: ...................................................

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Sbd 3.3

Pricing schedule

(Professional Services)

Name of bidder: ...................................................................................... Bid NO.: RFP/SASSETA/24251126/1

CLOSING TIME: 11h00 CLOSING DATE: 26 June 2026

Offer to be valid for 120 days from the closing date of bid

NB: The successful service provider will be reimbursed for travel and accommodation disbursements at government rates.

........................................... ........................................

1. Part 1: Completed and signed the invitation to bid document (SBD 1)

• To be signed by a duly Authorised Delegate.

2. Part 2: Completed and signed pricing schedule (SBD 3.3)

• To be signed by a duly Authorised Delegate

3. Part 3: Completed and signed the bidder’s declaration

(SBD 4). (In case of a consortium/ joint venture, or where sub-Service providers are

utilised, each party to the bid to complete and sign the declaration of interest document)

• To be signed by a duly Authorised Delegate

4. Part 4: Completed and signed the Preference Points Claim form in terms of the

Preferential Procurement Regulations 2022 (SBD 6.1)

Tax compliance status system pin code from the south african revenue service (SARS) and if not

Tax compliance requirements

Tax compliance status (tcs) pin may be made via e-filing

CSD registration report downloaded from the National Treasury CSD

Csd number

Csd number must be provided

CSD report

Central Supplier Database (CSD) by the closing date and time of this request for

Central supplier database (csd), a csd number must be provided

Central Supplier Database (CSD)

2. Tax compliance requirements

2.3 Application for tax compliance status (tcs) pin may be made via e-filing

Each party must submit a separate tcs certificate / pin / csd number.

Supplier database (csd), a csd number must be provided.

B-BBEE Minimum Level: 7

Points Allocation: 3 points

B-BBEE Details: e submitted electronically via email to [email protected] for the attention of Ms. Lebo Hlombe

Bidding procedure enquiries may be directed technical enquiries may be directed to:

To

CONTACT PERSON Ms. Lebo Hlombe CONTACT PERSON Ms. Lebo Hlombe

E-MAIL ADDRESS [email protected] E-MAIL ADDRESS [email protected]

Supplier information

Name of bidder

Postal address

Street address

Telephone number code number

Cellphone number

Facsimile number code number

E-mail address

VAT registration

Number

Supplier compliance tax

Status compliance or central supplier

SYSTEM PIN: DATABASE No: MAAA

B-bbee status level tick applicable box] b-bbee status [tick applicable box]

Verification level sworn

CERTIFICATE Yes No AFFIDAVIT Yes No

[A B-BBEE STATUS LEVEL VERIFICATION CERTIFICATE/ SWORN AFFIDAVIT (FOR EMES & QSEs) MUST BE

Submitted in order to qualify for preference points for b-bbee]

Are you the are you a

Accredited foreign based

REPRESENTATIVE IN Yes No SUPPLIER FOR THE Yes No

South africa for the goods /services

Goods /services [if yes enclose proof] /works offered? [If yes, answer part b:3 ]

/Works offered?

Questionnaire to bidding foreign suppliers

Is the entity a resident of the republic of south africa (RSA)? yes NO

Does the entity have a branch in the RSA? yes NO

Does the entity have a permanent establishment in the RSA? yes NO

Does the entity have any source of income in the RSA? yes NO

Is the entity liable in the RSA for any form of taxation? Yes NO

If the answer is “NO” to all of the above, then IT is not a requirement to register for a tax

Compliance status system pin code from the south african revenue service (SARS) and if not

Register as per 2.3 Below.

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Part b

Terms and conditions for bidding

platform as without it, the submission will automatically expire within

seven (7) days.

• Bidders must not submit their responses via Google Drive or any other

method that will compel SASSETA to request access and/or create an

email address out of SASSETA’s domain (sasseta.org.za). Such

responses will be considered non-responsive.

• Bidders are advised to double check their submission(s) before

responding to the bid.

❖ Closing date and time: 26 June 2026 @ 11h00

1.5 Late bids

1.5.1 Bids received late shall not be considered. A bid will be considered late if it

arrived only one second after 11h00 or any time thereafter. Bids arriving late

will not be considered under any circumstances. Bidders are therefore

strongly advised to ensure that bids be sent allowing enough time for any

unforeseen events that may delay the delivery of the bid.

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1.6 Negotiation

1.6.1 SASSETA has the right to enter into negotiation with a prospective service

provider regarding any terms and conditions, including price(s), of a

proposed contract.

1.7 Reasons for rejection

1.7.1 SASSETA shall reject a bid for the award of a contract if the recommended

bidder has committed a proven corrupt or fraudulent act in competing for the

particular contract.

1.7.2 SASSETA shall disregard the bid of any bidder if that bidder, or any of its

directors:

1.7.2.1 have abused the Supply Chain Management systems of SASSETA.

1.7.2.2 have committed proven fraud or any other improper conduct in

relation to such systems.

1.7.2.3 have failed to perform on any contract and the proof exists.

1.7.3 Such actions shall be communicated to the National Treasury.

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2. Terms of reference

2.1. Introduction and background

2.1.1. SASSETA is one of the twenty-one (21) Sector Education and Training

Authorities (SETAs) established in terms of the Skills Development Act

(Act ) as amended. SASSETA’s licence has been renewed until

31st March 2030.SASSETA is classified as a schedule 3A Public Entity

in terms of Public Finance Management Act, (Act , as amended).

NO **(all applicable taxes included)

1. The accompanying information must be used for the formulation of proposals, and each price below must be inclusive of VAT (where applicable):

i. Bidders are to submit Annexure B. Non-submission of Annexure B will lead to automatic disqualification.

ii. Bidders are to ensure that all items indicated on (Annexure B) are quoted for. Incomplete Annexure B will lead to automatic disqualification.

iii. The template will sum up the total.

iv. Bidders are requested to input their costs only and sign off.

v. Bidders are requested to submit Annexure B without changing any of the details on this document. Altered Annexure B will lead to automatic

disqualification.

vi. Bidders are required to submit this excel spreadsheet in Excel format for evaluation purposes and also a signed PDF version for audit trail

purposes.

Note 1: Total cost including delivery cost as specified in Annexure B will be considered for evaluation purposes.

Note 2: Unit price refers to unit descriptions as per Annexure B.

Note 3: Prices will escalate with CPIX on the anniversary of the contract

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Authority (NPA) for criminal investigation and or may be restricted from

conducting business with the public sector for a period not exceeding ten (10)

years in terms of the Prevention and Combating of Corrupt Activities Act No or any other applicable legislation.

I CERTIFY THAT THE INFORMATION FURNISHED IN PARAGRAPHS 1, 2 and 3

(RFP/SASSETA/24251126/1)

ATTENTION: Ms. Lebo Hlombe

The email address ([email protected]) is for the submission of tender proposals only

and will be accessed by SASSETA after the tender closing date and time.

Queries related to this tender are to be sent to [email protected].

NB: The SASSETA logo and other intellectual property rights are owned by SASSETA

and are protected by applicable intellectual property laws. Unless authorized in writing,

you are prohibited from using the SASSETA logo or any of its intellectual property in any

manner whatsoever. Any unauthorized use of the SASSETA Logo may result in legal

action.

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2.12. Intellectual property

2.12.1. The service provider will be contracting with SASSETA. All products and

data of this project, in whatever format raw or analysed, will be confidential

information for utilisation by SASSETA. All information and documents,

received from SASSETA or stakeholders, is to be kept confidential and

may not be used or distributed in any format without the written approval

of SASSETA. To this end, the service provider will be required to sign a

confidentiality agreement within the Service Level Agreement.

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2.13. Protection of personal information act

2.13.1. All Service Providers are to take note of the implications of POPIA act and

any other data privacy Act applicable that SASSETA complies to. In

compliance to the act, please be advised that the following are applicable to

the treatment of vendor information:

2.13.1.1. All requested bid information will be solemnly utilized for the

purpose of the bid evaluation processes. The vendor hereby

consents the information provided as part of this bid will be utilized

for supply chain processes of SASSETA and may be subject to

multiple processing to enable the evaluation of this bid.

2.13.1.2. The vendor consents that the information collected will be retained

for the duration of the evaluation and archived for records

management purposes. The information will be disposed as per

the SASSETA records management policies as prescribed by the

national archives act. Furthermore, the information owner

acknowledges that the information provided will be scanned into

digital records which are retained on the SASSETA backup

servers and that are replicated to backup media. SASSETA does

confirm that the organization adopts industry best practice with

regards to the safeguarding of digital records whether locally

stored or retained in backup media.

2.13.1.3. SASSETA confirms that all submitted records will be retained in

their original form and will not be altered with to preserve the

quality and originality of information provided.

2.13.1.4. SASSETA confirms that the Information Officer is duly responsible

for vendor information provided and exercises stringent measures

to ensure that information is secured and solemnly utilized for the

purpose of use. No vendor records will be distributed or utilized for

any processes outside the current bid that the information has

been requested for.

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3.1. Name of company/firm...............................................................................

3.2. Company registration number: .....................................................................

3.3. Type of company/ firm

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 Partnership/Joint Venture / Consortium

 One-person business/sole propriety

 Close corporation

 Public Company

 Personal Liability Company

 (Pty) Limited

 Non-Profit Company

 State Owned Company

[Tick applicable box]

3.4. I, the undersigned, who is duly authorised to do so on behalf of the company/firm, certify

that the points claimed, based on the specific goals as advised in the tender, qualifies the

company/ firm for the preference(s) shown and I acknowledge that:

i) The information furnished is true and correct;

ii) The preference points claimed are in accordance with the General Conditions as

indicated in paragraph 1 of this form;

iii) In the event of a contract being awarded as a result of points claimed as shown in

paragraphs 1.4 and 4.2, the contractor may be required to furnish documentary proof

to the satisfaction of the organ of state that the claims are correct;

iv) If the specific goals have been claimed or obtained on a fraudulent basis or any of the

conditions of contract have not been fulfilled, the organ of state may, in addition to any

other remedy it may have –

(a) disqualify the person from the tendering process;

(b) recover costs, losses or damages it has incurred or suffered as a result

of that person’s conduct;

(c) cancel the contract and claim any damages which it has suffered as a

result of having to make less favourable arrangements due to such

cancellation;

(d) recommend that the tenderer or contractor, its shareholders and

directors, or only the shareholders and directors who acted on a

fraudulent basis, be restricted from obtaining business from any organ

of state for a period not exceeding 10 years, after the audi alteram

partem (hear the other side) rule has been applied; and

(e) forward the matter for criminal prosecution, if deemed necessary.

..............................................

Signature(s) of tenderer(s)

Surname and name: ................................................................

Date: ...............................................................

Address: ...............................................................

...............................................................

...............................................................

...............................................................

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As per bullet 1.6 and 1.7 of the Preference Points Claim Form in terms of the Preferential

Procurement Regulations 2022, bidders are required to submit the SASSETA verification

document(s) in order to be allocated the specific goals claimed:

a) An Original/Certified copy of a valid B-BBEE Certificate or Sworn Affidavit.

b) Valid Companies and Intellectual Property Commission (CIPC) Company registration

documents

c) Certified copy/ies of Identity documents of the Company Directors

d) CSD report

NB.: Non-submission of the documents required above will lead to specific goal points NOT

being awarded.

........................................... ...........................................

11. Part 11: The bidder to submit a minimum of three (3) signed reference letters on a

client’s letterhead demonstrating experience in managing the implementation of

bursaries

At minimum one (1) of the three (3) letters requested above should be for

contracts of R50 000 000 and above each and must have been issued within

the previous five (5) financial years.

12. Part 12: Team leader to demonstrate extensive knowledge and experience in managing

the implementation of bursaries and submit the following documents:

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a. At minimum be in possession of NQF level 7 in Project Management

qualification. The qualification certificate to be submitted with the proposal.

b. Demonstrate a minimum 10 years’ experience in project management. A

comprehensive CV template (Annexure C) to be submitted.

c. Must have been a team leader on at least three (3) assignments of which

one (1) was a contract of R50 000 000 and above. CV template (Annexure

C) to elaborate this experience.

13. Part 13: A bidder to submit a detailed project implementation plan including a Gantt

Chart demonstrating an understanding of the seven (7) scope of work and

deliverables items as per section 2.3 (2.3.1.1 – 2.3.1.7)

14. Part 14: Bidders to submit:

NB.: Non-submission of the below-mentioned documents (under 12) will lead to

specific goal points NOT being awarded.

Valid Companies and Intellectual Property Commission (CIPC) Company registration

documents

NB: The SASSETA logo and other intellectual property rights are owned by SASSETA and

are protected by applicable intellectual property laws. Unless authorized in writing, you are

prohibited from using the SASSETA logo or any of its intellectual property in any manner

whatsoever. Any unauthorized use of the SASSETA Logo may result in legal action.

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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

2.2 Points awarded for specific goals

2.2.1 In terms of Regulation 4(2); 5(2); 6(2) and 7(2) of the Preferential Procurement Regulations,

preference points must be awarded for specific goals stated in the tender.

2.2.2 For the purposes of this tender the tenderer will be allocated points based on the goals stated

in table 1 below as may be supported by proof/ documentation stated in the conditions of

this tender:

Table 1: Specific goals for the tender and points claimed are indicated per the table below.

Note to tenderers: The tenderer must indicate how they claim points for each preference point

system.)

Number of points Number of points

allocated claimed (80/20 system)

The specific goals allocated points

(80/20 system) (To be (To be completed by

in terms of this bid

completed by the organ of the bidder)

state)

At least 100% Black People ownership 5

At least 30% Black Women Ownership 4

At least 30% Black youth ownership 4

The Promotion of South African owned 7

enterprises

Total Points 20

3. Declaration with regard to company/firm

3.1. Name of company/firm...............................................................................

3.2. Company registration number: .....................................................................

3.3. Type of company/ firm

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 Partnership/Joint Venture / Consortium

 One-person business/sole propriety

 Close corporation

 Public Company

 Personal Liability Company

 (Pty) Limited

 Non-Profit Company

 State Owned Company

[Tick applicable box]

3.4. I, the undersigned, who is duly authorised to do so on behalf of the company/firm, certify

that the points claimed, based on the specific goals as advised in the tender, qualifies the

company/ firm for the preference(s) shown and I acknowledge that:

i) The information furnished is true and correct;

ii) The preference points claimed are in accordance with the General Conditions as

indicated in paragraph 1 of this form;

iii) In the event of a contract being awarded as a result of points claimed as shown in

paragraphs 1.4 and 4.2, the contractor may be required to furnish documentary proof

to the satisfaction of the organ of state that the claims are correct;

iv) If the specific goals have been claimed or obtained on a fraudulent basis or any of the

conditions of contract have not been fulfilled, the organ of state may, in addition to any

other remedy it may have –

(a) disqualify the person from the tendering process;

(b) recover costs, losses or damages it has incurred or suffered as a result

of that person’s conduct;

(c) cancel the contract and claim any damages which it has suffered as a

result of having to make less favourable arrangements due to such

cancellation;

(d) recommend that the tenderer or contractor, its shareholders and

directors, or only the shareholders and directors who acted on a

fraudulent basis, be restricted from obtaining business from any organ

of state for a period not exceeding 10 years, after the audi alteram

partem (hear the other side) rule has been applied; and

(e) forward the matter for criminal prosecution, if deemed necessary.

..............................................

Signature(s) of tenderer(s)

Surname and name: ................................................................

Date: ...............................................................

Address: ...............................................................

...............................................................

...............................................................

...............................................................

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Documents required for claiming specific goals

As per bullet 1.6 and 1.7 of the Preference Points Claim Form in terms of the Preferential

Procurement Regulations 2022, bidders are required to submit the SASSETA verification

document(s) in order to be allocated the specific goals claimed:

a) An Original/Certified copy of a valid B-BBEE Certificate or Sworn Affidavit.

b) Valid Companies and Intellectual Property Commission (CIPC) Company registration

documents

c) Certified copy/ies of Identity documents of the Company Directors

d) CSD report

NB.: Non-submission of the documents required above will lead to specific goal points NOT

being awarded.

........................................... ...........................................

Signature Date

........................................... .............................................

Position Name of bidder

(To be signed by a duly Authorised Delegate. A signed Company Resolution must be submitted).

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If you receive any suspicious calls asking for payment to secure an award of a bid or

that the outcome of a tender can be influenced in your favour, please immediately

inform the SASSETA Anti-Corruption Hotline at 0800 162 111 for further investigation.

Bidders are encouraged to use the following checklist when

Submitting their bids:

NO. details tick by

Bidder

1. Part 1: Completed and signed the invitation to bid document (SBD 1)

• To be signed by a duly Authorised Delegate.

2. Part 2: Completed and signed pricing schedule (SBD 3.3)

• To be signed by a duly Authorised Delegate

3. Part 3: Completed and signed the bidder’s declaration

(SBD 4). (In case of a consortium/ joint venture, or where sub-Service providers are

utilised, each party to the bid to complete and sign the declaration of interest document)

• To be signed by a duly Authorised Delegate

4. Part 4: Completed and signed the Preference Points Claim form in terms of the

Preferential Procurement Regulations 2022 (SBD 6.1)

To be signed by a duly Authorised Delegate.

5. Part 5: Submitted the General Conditions of Contract (initialled each page)

6. Part 6: Bidders to submit their National Treasury Central Supplier Database (CSD)

registration document.

7. Part 7: Bidder’s attached quotation on the Company letterhead inclusive of VAT and any

other applicable costs in line with the SBD 3.3

8. Part 8: The Bidding company to submit proof of liquidity (i.e., bank statement) or financial

assistance letter from a National Credit Regulator (NCR) registered financial

institution as follows:

• The bank statement should reflect a closing balance of R10 000 000.00 not older

than 21 days from date of closure of the RFP, or

• The financial assistance letter should be for a minimum of R10 000 000.00 and

should not be older than 21 working days from the date of closure of the RFP.

• NB: Failure to submit any of the above will lead to automatic

disqualification. SASSETA reserves the right to confirm the validity or

authenticity of external funding prior to appointment

9. Part 9: The Bidding company to submit CV Template (Annexure C) of the Team Leader.

Non-submission of the requested CV Template (Annexure C) of the Team

Leader will lead to automatic disqualification.

10. Part 10: The Bidding company to ensure compliance with the Protection of Personal

Information Act (POPIA) and submit a valid registration certificate with the

Information Regulator of South Africa in the name of the bidding company.

Non-submission of a valid registration certificate(s) with the Information

Regulator of South Africa will lead to automatic disqualification.

11. Part 11: The bidder to submit a minimum of three (3) signed reference letters on a

client’s letterhead demonstrating experience in managing the implementation of

bursaries

At minimum one (1) of the three (3) letters requested above should be for

contracts of R50 000 000 and above each and must have been issued within

the previous five (5) financial years.

12. Part 12: Team leader to demonstrate extensive knowledge and experience in managing

the implementation of bursaries and submit the following documents:

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a. At minimum be in possession of NQF level 7 in Project Management

qualification. The qualification certificate to be submitted with the proposal.

b. Demonstrate a minimum 10 years’ experience in project management. A

comprehensive CV template (Annexure C) to be submitted.

c. Must have been a team leader on at least three (3) assignments of which

one (1) was a contract of R50 000 000 and above. CV template (Annexure

C) to elaborate this experience.

13. Part 13: A bidder to submit a detailed project implementation plan including a Gantt

Chart demonstrating an understanding of the seven (7) scope of work and

deliverables items as per section 2.3 (2.3.1.1 – 2.3.1.7)

14. Part 14: Bidders to submit:

NB.: Non-submission of the below-mentioned documents (under 12) will lead to

specific goal points NOT being awarded.

Valid Companies and Intellectual Property Commission (CIPC) Company registration

documents

Certified copy of Identity document of company directors

NB: The SASSETA logo and other intellectual property rights are owned by SASSETA and

are protected by applicable intellectual property laws. Unless authorized in writing, you are

prohibited from using the SASSETA logo or any of its intellectual property in any manner

whatsoever. Any unauthorized use of the SASSETA Logo may result in legal action.

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Submit Annexure B (CV of the Team Leader) as a mandatory document. Failure to submit Annexure B will result in automatic disqualification.

Evaluation includes: Service provider must demonstrate experience in bursary management. Submission of Annexure B is mandatory; failure to submit results in automatic disqualification. Ability to manage bursary processes on an ad hoc or full-scale basis.

Bidders must complete Annexure B, which serves as a mandatory evaluation document. This annexure must demonstrate the assignments led by the Team Leader/Project Manager in bursary management.