Broad-Based Black Economic Empowerment Act (B-BBEE Act)
Act 53 of 2003
Provides the empowerment-compliance context often used in public-sector supplier evaluation.
Relevant because this is a South African public-sector procurement opportunity.
Issuing Organization
Safety and Security Sector Education and Training Authority (Sasseta)Location
Gauteng
Closing Date
12 Nov 2026
Documents available on tender detail page
Tender Type
Request for Proposal
Delivery Location
74 Waterfall Drive Corporate Campus - Midrand - Midrand - 2090
Organization Type
GOVERNMENT
Published
21 Oct 2026
OCDS Reference
ocds-9t57fa-175042
Sasseta requires a suitably experienced and knowledgeable service provider to supply, implement and modify a microsoft dynamics 365 finance system, with the contract running from the date of appointment until 31 march 2030. The engagement is a professional services appointment for the safety and security sector education and training authority, based in gauteng, with bids closing on 12 november 2026 at 11:00. Bidders must be able to demonstrate platform-specific experience and knowledge, since the work is a configuration and modification project rather than a generic software supply contract. The most consequential early risk is tax compliance: NO contract may be concluded where a bidder's tax affairs are not in order, so an original SARS tax clearance certificate must be secured well before award, and the successful bidder must also raise performance security within 30 days of award notification.
Closing date and time — bids close on 12 November 2026 at 11:00; the bid must be submitted in line with the RFP submission requirements.
Contract period — from the date of appointment to 31 March 2030; price and resourcing must cover the full term.
Scope and capability — supply, implementation and modification of a Microsoft Dynamics 365 Finance system for SASSETA, and the bidder must show suitable experience and knowledge of the platform.
Tax compliance — before award the purchaser must hold an original SARS tax clearance certificate from the bidder; no contract may be concluded where tax affairs are not in order.
Performance security — the successful bidder must furnish security within 30 days of award notification, in the amount stated in the Special Conditions of Contract, as a bank guarantee, an irrevocable letter of credit, or a cashier's or certified cheque; it is released within 30 days after performance obligations, including warranty, are completed.
Payment and pricing — payment is made in Rand within 30 days of invoice, with the invoice supported by a delivery note; quoted prices may not vary unless the Special Conditions of Contract authorise an adjustment or the bid validity is extended.
Contract conditions and risk — the Special Conditions of Contract prevail over the General Conditions of Contract where they conflict, and the National Industrial Participation Programme applies where an NIP obligation arises; the security amount and detailed payment method sit in the Special Conditions, which a bidder must obtain and price against.
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Date & Time
Thursday, 12 November 2026 - 11:00
Venue
null
Categories
Request for Proposal
74 Waterfall Drive Corporate Campus - Midrand - Midrand - 2090
Tenders in this industry often require registration with these bodies.
Recommended Certifications
Having these can improve your winning chances: SAICA Membership, IRBA Registration, FSP License, CFP (Certified Financial Planner)
AI Document Analysis Stages
Description
Source: Modules and functionalities - Annexcure B.pdf21 Oct
2026
Tender Published
Tender was published
12 Nov
2026
Closing Date
Tender closing date
These references help suppliers understand the public-procurement framework around this opportunity. They are generated from the tender category, issuing organisation type and procurement context.
These rules commonly apply to South African public-sector procurement.
Act 53 of 2003
Provides the empowerment-compliance context often used in public-sector supplier evaluation.
Relevant because this is a South African public-sector procurement opportunity.
Act 108 of 1996 (s217)
This is general procurement context, not legal advice. Always verify requirements in the official tender documents and issuing authority notices.
Modules and functionalities - Annexcure B.pdf
Sasseta requires a service provider to supply and modify a Microsoft Dynamics 365 Finance system covering budget, revenue and levies, investment, expenditure, grants, payroll, inventory, travel, fixed assets, petty cash, journals, bank reconciliation, invoicing, creditor management, payment and reporting. The appointment runs from the date of appointment to 31 March 2030.
Annexure A GCC.pdf
Analysis completed but response format was invalid
Revised RFP finance system MIcrosoft Dynamics .pdf
Supply, modification, implementation, training, support and maintenance of a Microsoft Dynamics 365 Finance System for the Safety and Security Sector Education and Training Authority (SASSETA), including an initial 5TB of cloud storage and annual licences, from the date of appointment to 31 March 2030. The system must cover all modules and functionalities listed in Annexure B, with the project implemented within 12 months of appointment.
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Functional requirements for a financial management system across 19 modules:
Important Dates
Source: Modules and functionalities - Annexcure B.pdf (unknown)Closing date: 12 November 2026 at 11:00
Technical Specifications
Source: Modules and functionalities - Annexcure B.pdf (unknown)Module 1 – Budget: budget management, extrapolation for future years, allocation between general ledger accounts and cost centres, period management, administration rate handling (10.5%).
Module 2 – Revenue/Levies: public sector levy invoicing, amendment/voiding, breakdown by accounting segments, DHET levy upload, employer invoicing.
Module 3 – Investment Income: income breakdown by input variables and source, investment profile maintenance.
Module 4 – Investment: new investment and disinvestment processing, documentation trail, reconciliation by source.
Module 5 – Administration Expenditure: credit note capture, batch payment processing, transaction processing by cost centres and general ledger accounts, banking system upload, contract/purchase order amount limits.
Module 6 – Mandatory Grant Expenditure: transaction processing by chamber, scheme year, general ledger; voiding; employer age analysis.
Module 7 – Discretionary Grant Expenditure: pivotal and non-pivotal transaction processing, commitment reconciliation, spending reports by general ledger account and chamber.
Module 8 – Commitment Register: contract administration, invoice allocation and reconciliation by project code, write-backs and cancellations, status reporting (late start, not started, spending, expiry).
Module 9 – Payroll: performance bonus and leave provision integration, transaction processing by cost centres and general ledger, HR module data integration.
Module 10 – Inventory: item reconciliation and usage reporting, Economic Order Quantity, supplier mailing system integration, workflow-based requisition and invoicing.
Module 11 – Travel Management: authority-based override, workflow requisition, approval/rejection reporting, Standard Operating Procedure compliance, departmental usage reporting.
Module 12 – Fixed Assets: asset recording on Fixed Asset Register, electronic counting, monthly depreciation, scanner verification, general ledger synchronization, disposal removal, user accountability, residual value adjustment and useful life extension.
Module 13 – Petty Cash: post-facto reconciliation, workflow requisition, departmental and item usage reporting.
Module 14 – Journals: manual and corrective journal processing, prior period quantification, monthly sign-off reporting.
Module 15 – Bank Reconciliation: cash book, general ledger and bank statement reconciliation, prepayment reporting, general ledger-level transaction prevention, sign-off printouts.
Module 16 – Invoicing: invoice and payment pack processing, departmental workflow approval, electronic declined invoice upload, encryption, banking payment file import, cut-off controls, age analysis per standard procedures.
Module 17 – Creditor Management: multiple purchase orders to same creditor mapping, age analysis by creditor, creditor ID protection, bank account change protocol tracking, reconciliation.
Module 18 – Payment: mobile payment processing (cellphone/iPad/Apple Watch), delegation by rank/band, capturer vs signatory approval, decline with reasons.
Module 19 – Reporting: monthly management accounts, 6-monthly and 12-monthly financial statements, business intelligence capability, budget variance reports per cost centre and learning intervention, fixed asset reporting for pivotal and non-pivotal audit purposes.
Description
Source: Revised RFP finance system MIcrosoft Dynamics .pdfAppointment of service provider to supply and modify Microsoft Dynamics 365 Finance System.
Contract period from date of appointment to 31 March 2030.
Initial provision of 5TB cloud storage.
Additional storage on need basis.
Implement project within 12 months from date of appointment.
Must be direct/indirect Microsoft Cloud Solutions Provider (CSP).
Supply all modules and functionalities listed in Annexure B.
Important Dates
Source: Revised RFP finance system MIcrosoft Dynamics .pdf (RFP)Closing date and time: 12 November 2026 at 11:00.
Clarification queries: by 12H00 on 02 November 2026.
Compulsory briefing: none.
Offer validity: 120 days from closing date.
Contact Information
Source: Revised RFP finance system MIcrosoft Dynamics .pdf (RFP)Name: Ms. Kholofelo Leshabane.
Role: SCM Contact.
Email: [email protected].
Telephone: null.
Submission email: [email protected].
Service delivery address: not stated in document.
Submission Guidelines
Source: Revised RFP finance system MIcrosoft Dynamics .pdf (RFP)Electronic submission via email to [email protected] (maximum 30MB).
Late bids rejected if received after 12 November 2026 at 11:00.
No compulsory briefing session.
Returnable forms: SBD 1 (Invitation to Bid), SBD 3.3 (Pricing Schedule), SBD 4 (Declaration of Interest), SBD 6.1 (Preference Points Claim).
Bidders must be Microsoft Cloud Solutions Provider (CSP) - direct or indirect; indirect CSPs must submit signed confirmation of partnership on CSP holder's letterhead.
Complete MS Excel pricing matrix (Annexure C) with quote on every element; zero-rated elements require separate explanatory note.
Submit minimum 3 signed reference letters demonstrating experience in supply and modification of Finance system, with at least 2 demonstrating MS Dynamics 365 experience.
Project manager must possess PMP or Agile certification and manage minimum 3 automated integrated assignments of which 2 should be MS Dynamics 365 system.
Solution Architect must possess MB 700 certification and demonstrate role in minimum 3 automated integrated assignments of which 2 should be MS Dynamics 365 system.
Submit project implementation plan in Gantt Chart format with stages, time allocation, resource allocation, risks and mitigating factors.
Submit CIPC company registration documents and certified identity documents of company directors.
B-BBEE certificate or sworn affidavit required for preference points claims.
Evaluation Criteria
Source: Revised RFP finance system MIcrosoft Dynamics .pdf (RFP)Phase 1 -- Mandatory requirements: submission by closing date/time; CSP status; pricing matrix completion; all SBD forms (1, 3.3, 4, 6.1); CSD registration by closing date/time.
Phase 2 -- Functionality evaluation: scored 0-2 per element; minimum rating of 1 required from each criteria to proceed; suitability of bidder (35% weight): minimum 3 signed reference letters, at least 2 demonstrating MS Dynamics 365 experience; project manager (30% weight): PMP or Agile certification; manage minimum 3 automated integrated assignments of which 2 should be MS Dynamics 365; solution architect (30% weight): MB 700 certification; role in minimum 3 automated integrated assignments of which 2 should be MS Dynamics 365; project implementation plan in Gantt Chart format (5% weight).
Phase 3 -- Due diligence: demonstrate MS Dynamics 365 system with active modules on demo environment; score 100% required to proceed.
Phase 4 -- Price and Specific Goals: 80/20 system (80 points price, 20 points specific goals); specific goals: 100% Black People Ownership (10 points), 30% Black Women Ownership (5 points), 30% Black youth ownership (5 points); minimum 70% functionality score required to proceed to price evaluation.
Technical Specifications
Source: Revised RFP finance system MIcrosoft Dynamics .pdf (RFP)Supply and modify Microsoft Dynamics 365 Finance System.
Initial provision of 5TB cloud storage when supplying the system.
Additional storage on need basis for optimal system performance.
Environments come with allocated base storage.
Monitor storage consumption and notify client if upgrade necessary.
Encourage proper data management including archiving and file cleanups to optimize storage usage.
Train users and provide support and maintenance including annual licenses from date of appointment until 31 March 2030.
Contract period: date of appointment to 31 March 2030.
Implement project within 12 months from date of appointment.
Supply all modules and functionalities listed in Annexure B.
Must be direct/indirect Microsoft Cloud Solutions Provider (CSP) for duration of contract.
Methodology
Source: Revised RFP finance system MIcrosoft Dynamics .pdfSubmit project implementation plan in Gantt Chart format.
Considerations: stages (initiation, planning, execution, monitoring, post review and closure).
Time allocation in weeks.
Resource allocation.
Risks associated with each stage.
Mitigating factors associated with each risk.
Experience & Qualifications
Source: Revised RFP finance system MIcrosoft Dynamics .pdfMinimum 3 signed reference letters on client's letterhead demonstrating experience in supply and modification of Finance system.
At minimum 2 of 3 letters must demonstrate experience in MS Dynamics 365 system.
Project manager must possess PMP or Agile Project Management certification and demonstrate managing minimum 3 automated integrated assignments of which 2 should be MS Dynamics 365 system.
Solution Architect must possess MB 700 certification and demonstrate role in minimum 3 automated integrated assignments of which 2 should be MS Dynamics 365 system.
Submit CIPC company registration documents and certified identity documents of company directors.
Pricing Schedule
Source: Revised RFP finance system MIcrosoft Dynamics .pdfPricing via MS Excel pricing matrix (Annexure C).
Offer valid for 120 days from closing date.
Zero-rated elements require separate explanatory note.
Any alteration to pricing matrix leads to automatic disqualification.
Must quote on all elements.
Failure to return RFP document with MS Excel pricing matrix leads to automatic disqualification.
Financial Requirements
Source: Revised RFP finance system MIcrosoft Dynamics .pdf (RFP)Offer valid for 120 days from closing date.
Estimated value not exceeding R50 000 000 (all taxes included).
80/20 preference point system (80 points for price, 20 points for specific goals).
Pricing via SBD 3.3 / Annexure C (MS Excel pricing matrix).
Zero-rated elements require separate explanatory note.
Any alteration to pricing matrix leads to automatic disqualification.
Bidder must quote on all elements.
Contractor will report to Finance Manager for duration of assignment.
Compliance Requirements
Source: Revised RFP finance system MIcrosoft Dynamics .pdf (RFP)CSD registration by closing date and time.
SARS tax compliance status PIN or printed TCS certificate.
B-BBEE valid certificate or sworn affidavit for preference points claims.
Specific goals: 100% Black People Ownership (10 points), 30% Black Women Ownership (5 points), 30% Black youth ownership (5 points).
CIPC company registration documents.
Certified identity documents of company directors.
Not from persons in service of state or companies with directors who are persons in service of state.
Confidentiality agreement required.
POPIA compliance.
Bidders not on Register for Tender Defaulters or List of Restricted Suppliers.
Health & Safety
Source: Revised RFP finance system MIcrosoft Dynamics .pdfNo specific health and safety requirements stated in document.
OHS compliance not explicitly addressed in tender documentation.
Contractual Terms
Source: Revised RFP finance system MIcrosoft Dynamics .pdfService provider will report directly to Finance Manager for duration of assignment.
All products and data confidential; confidentiality agreement required within contract.
POPIA compliance for vendor information.
Offer valid for 120 days from closing date.
Contract form SBD 7 to be signed by designated person.
Contract period from date of appointment to 31 March 2030.
Section
Source: Revised RFP finance system MIcrosoft Dynamics .pdf80/20 preference point system: 80 points for price, 20 points for specific goals.
Specific goals: 100% Black People Ownership (10 points), 30% Black Women Ownership (5 points), 30% Black youth ownership (5 points).
Minimum 70% functionality score required to proceed to price evaluation.
Minimum rating of 1 required from each evaluation criteria.
Due diligence: demonstrate MS Dynamics 365 system with active modules on demo environment (100% required).
Functionality evaluation: scored 0-2 per element across bidder suitability, project manager, solution architect and implementation plan.
Price evaluation based on relative competitiveness of proposed price.
Financial Requirements
Source: Annexure A GCC.pdf (TENDER)Pricing
Performance security
Payment
Note: the actual performance-security amount, any retention, and the detailed payment method are set in the SCC, which is not included in this document.
Compliance Requirements
Source: Annexure A GCC.pdf (TENDER)Tax compliance
National Industrial Participation Programme (NIPP)
Sets the constitutional standard for fair, equitable, transparent, competitive and cost-effective public procurement.
Relevant because this is a South African public-sector procurement opportunity.
Act 5 of 2000
Covers preferential procurement and preference-point systems used in public tenders.
Relevant because this is a South African public-sector procurement opportunity.
Act 12 of 2004
Supports anti-corruption controls and supplier integrity in procurement processes.
Relevant because this is a South African public-sector procurement opportunity.
Act 28 of 2024
Provides the national framework for public procurement across government.
Relevant because this is a South African public-sector procurement opportunity.
Act 2 of 2000
Supports access to tender records, award decisions and public-sector procurement information.
Relevant because this is a South African public-sector procurement opportunity.
Act 3 of 2000
Supports lawful, reasonable and procedurally fair administrative tender decisions.
Relevant because this is a South African public-sector procurement opportunity.
These rules are linked to the type of public body issuing this tender.
Act 71 of 2008
Relevant to governance and reporting obligations for state-owned companies and public entities.
Relevant because this tender appears to involve financial services, accounting, auditing, actuarial, or advisory work.
These rules are linked to the work category, industry, or regulated service area.
Act 38 of 2001
Relevant to financial services, audit, accounting, KYC and anti-money-laundering obligations.
Relevant because this tender appears to involve financial services, accounting, auditing, actuarial, or advisory work.
Address
74 Waterfall Dr, Midrand, 2066, South Africa
Source confidence
High source confidence
Official source
eTenders.gov.za
Documents found
3
Last checked
06 Nov 2026
AI status
Enhanced
Data conflicts
None detected
This tender has strong source evidence, including source metadata and supporting tender information synced from the government tender portal.
Tenders SA is not the issuing authority. All tenders are automatically synced from the official government tender portal. Always confirm final submission details, closing dates, briefing sessions, eligibility requirements, and documents on the official government portal before applying.
Contact
+27 11 087 5555[email protected]www.sasseta.org.za74 Waterfall Dr, Midrand, 2066, South Africa
Key Personnel
Provinces Active
Industries
Median Estimate
R 1 146 617
Range
Based on 18 comparable awarded tenders. Companies with similar profiles typically bid near the median.
* Estimates are based on historical data and do not guarantee actual award values.
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