Business and report writing training – in-person delivery for 7 NHFC employees

Enquiries (both bidding procedure and technical):

• Contact: Ms Sibongile Matshaya
• Email: [email protected]
• Telephone: not provided

Submission email: [email protected]

Submission method: email to [email protected]

Closing: 08 October 2026 at 11:00

Late bids will not be accepted.

Bids must be submitted on the official forms provided; do not re-type forms.

A soft copy of the RFQ submitted via email serves as the legal bid contract document and master record.

All returnable documents must be completed, signed and returned with the quotation.

Mandatory returnable documents (failure to submit any at closing results in disqualification):

• Annexure 1: Tax Compliance Status Pin
• Annexure 2: Copies of Company Registration Documents
• Annexure 3: Copy of Valid B-BBEE certificate or Sworn Affidavit
• Annexure 4: Current Central Supplier Database Report Copy
• Annexure 5: SBD 1 – Invitation to Bid (signed offer cover page)
• Annexure 6: Pricing Schedule (completed)
• Annexure 7: SBD 4 – Bidder's Disclosure (declares state employment, relationships, and related enterprises)
• Annexure 8: SBD 6.1 – Preference Point Claim Form (claims specific-goal points under 80/20 system)
• Annexure 9: Identity Documents of Directors
• Annexure 10: Accreditation certificate from SAQA, an accredited SETA, SITA or other recognised SA accreditation body applicable to the training programme
• Annexure 11: Two reference letters for business or professional report writing training delivered to public or private entities in the past 6 years (2020–2026)
• Annexure 12: Facilitator's CV showing minimum 3 years' experience in business report writing training for working professionals, particularly HR personnel
• Annexure 13: Outline of course contents

Non-mandatory documents (may be requested later from the most responsive bidder): Company Registration Documents, Directors' ID documents, Valid B-BBEE Certificate or affidavit, Valid Tax Clearance Certificate and SARS Pin, CSD report/reference number.

Validity period: 60 business days from closing date; may be extended on same terms.

Successful bidder must sign a Service Level Agreement (SLA).

Payment within 30 days of receipt of substantiated invoices; service provider must maintain tax compliance for the contract duration.

Three-phase evaluation:

Phase 1 – Administrative Compliance: checks legal and industry compliance. All SBDs must be submitted (signed) or documentary proof of non-applicability attached. Non-mandatory documents may be requested later. If administrative compliance is not met, NHFC may accept the bid on condition that supplementary information is submitted within 7 working days.

Phase 2 – Mandatory Compliance: bidder must provide a course/programme accredited, registered or recognised by a relevant South African statutory or accredited quality-assurance body (SAQA, accredited SETA, SITA or other recognised SA accreditation/registering institution). Valid documentary proof of accreditation must be submitted with the bid and must be valid for the duration of the proposed training programme. Failure to provide mandatory returnable documents at closing results in disqualification.

Phase 3 – Price and Preference (80/20 system, estimated value below R50 million):

• Price: 80 points (formula: Ps = 80(1 – (Pt – Pmin)/Pmin))
• Specific Goals: 20 points allocated as follows:

1. South African citizen with no franchise before 1983/1996 Constitution (>50% ownership): 7 points – proof: CIPC registration, certified ID of directors, CSD report/MAAA number
2. Woman ownership >50%: 8 points – proof: CIPC registration, certified ID of directors, CSD report/MAAA number
3. Disabled ownership >50%: 1 point – proof: CIPC registration, certified ID of directors, CSD report/MAAA number, certified medical certificate
4. Military veteran ownership >50%: 1 point – proof: CIPC registration, certified ID of directors, CSD report/MAAA number, verifiable letter from authorised body certifying military status
5. Youth ownership >50%: 3 points – proof: CIPC registration, certified ID of directors, CSD report/MAAA number

Failure to submit proof for specific goals means points are not claimed. NHFC may require substantiation of any claim at any time.

Procurement: Business and Report Writing Training for NHFC employees.

Scope:

• In-person training; NHFC provides the venue.
• One full day duration.
• 7 employees to be trained.
• Training must include both theory and practical exercises.
• Service provider must supply shareable training manuals (PowerPoint slides, PDF documents, other electronic documents).
• Bidder must submit a summary of proposal contents and a proposed schedule plan.
• Bidder must submit accreditation of the course.

Focus areas:

• Foundations of professional report writing
• Planning and structuring the report
• Writing clear and precise sentences
• Editing, revising and proofreading
• Writing the executive summary
• Writing conclusions and recommendations
• Presenting findings, analysis and evidence

Expected outcomes:

• Participants can plan and structure reports before writing.
• Participants develop sentence-level skills for clear, concise, objective prose.
• Participants present data and evidence with analytical rigour, write conclusions beyond restating facts, and formulate recommendations that drive decisions.
• Participants build a reliable editing process catching structural, stylistic and grammatical errors.
• Address collaborative writing, sensitive findings, and quality reports under tight deadlines.

Mandatory provider requirements:

• Course/programme accredited, registered or recognised by SAQA, an accredited SETA, SITA or other recognised SA accreditation/registering institution applicable to the training programme; valid documentary proof required with bid.
• Two reference letters for business/professional report writing training delivered to public or private entities in the past 6 years (2020–2026).
• Facilitator with minimum 3 years' experience in business report writing training for working professionals, particularly HR personnel; CV required.

Pricing: fixed price basis in South African Rand, including VAT if applicable (VAT 15% shown on pricing schedule).

Pricing schedule: single line item – Business report writing training for employees, quantity 7; bidders complete Unit Cost, Total Cost (Excl. VAT), VAT 15%, Total Cost (Incl. VAT).

No bid security, bond, guarantee or retention mentioned.

Payment terms: NHFC pays within 30 days of receipt of correct tax invoice; payment schedule defined in the Service Level Agreement.

No turnover or financial capacity thresholds stated.

Local Content commitments (if made) become a contract term; non-compliance penalties apply and may give NHFC cause to terminate for material non-compliance.

Mandatory eligibility and compliance:

• CSD registration (National Treasury Central Supplier Database) – mandatory; business may not be awarded to a bidder not registered on CSD (foreign suppliers with no local entity excepted).
• Tax compliance: SARS Tax Compliance Status Pin or printed TCS certificate; must be valid on closing date. Each party in a consortium/joint venture/sub-contractor must submit separate TCS Pin/CSD number.
• B-BBEE: valid B-BBEE certificate from a SANAS-accredited rating agency (original or certified) or a sworn affidavit signed by a Commissioner of Oaths; required to claim preference points.
• Company registration documents (CIPC).
• Directors' identity documents.
• SBD 1 (Invitation to Bid), SBD 4 (Bidder's Disclosure), SBD 6.1 (Preference Point Claim Form) – all signed.
• Pricing Schedule completed.
• Accreditation certificate from SAQA, accredited SETA, SITA or other recognised SA accreditation/registering institution applicable to the training programme; must be valid for the duration of the proposed training.
• Two reference letters for business/professional report writing training in the past 6 years (2020–2026).
• Facilitator's CV with minimum 3 years' experience in business report writing training for working professionals, particularly HR personnel.
• Outline of course contents.

Disqualification risks:

• Any mandatory returnable document omitted or unsigned at closing.
• Late submission.
• False declaration on SBD 4 or SBD 6.1.
• Bid rigging/collusive behaviour; submitting proposals from more than one registered company with a common director/shareholder.
• Failure to provide requested supplementary information within NHFC deadlines.
• Serious adverse reports on bidder or directors (state capture, fraud, corruption, misrepresentation, National Treasury restricted database, criminal investigations, reputational harm).
• Non-compliance with Local Content commitments (if applicable).