Appointment of a service provider to evaluate 2026/2027 teta discretionary grant applications

• Closing date for grant applications was 31 March 2026.
• TETA will arrange a briefing session with the successful service provider after appointment.
• No other specific dates (like site visits or clarification deadlines) are provided in the document.

• Department: Supply Chain Management Unit.
• Submission: Electronic submission via email to the Supply Chain Department.
• Specific contact names, emails, phones, or physical addresses are not provided in the extracted text.
• Approval signatures include Head of Interim PMO (Adv Ishmael Malale) and SCM Manager (Mr. Zukisani Mangaliso) dated 21 May 2026.
• No direct contact details (email, phone, address) for queries are provided.

• Submit the Pricing Proposal/Costing Schedule electronically via email to the Supply Chain Department.
• Fully complete and sign the Declaration of Interest (SBD 4) electronically or in black ink.
• Submit a SARS Pin with expiry date for tax verification, or provide your CSD Supplier Number.
• Provide proof of Central Supplier Database registration (www.csd.gov.za).
• Submit company reference letters not older than five years demonstrating experience in evaluating grants.
• Complete all required schedules in the Request for Bid (RFB) as specified.
• Provide a Letter of Authority for the signatory on company letterhead.
• Submit signed and bank-stamped banking details.
• Accept the General Conditions of Contract/Bid and answer all related questions.

CIPC Documents

• The bidder must provide certified copies of Company /

• Evaluation occurs in three stages:

1. Pre-Compliance (Administrative Compliance) Evaluation: Checks mandatory and administrative requirements. Failure to meet mandatory requirements leads to disqualification.

2. Quality Proposal Evaluation: Scored out of 100 points. Minimum threshold of 70 points required to proceed to Stage 3.

3. Price and Specific Goals Evaluation: Uses 80/20 preference point system (80 for price, 20 for specific goals including B-BBEE).

• Mandatory requirements include: submission of pricing schedule, SBD 4, SARS Pin/CSD number, CSD registration, company experience (minimum 3 years), reference letters, and key personnel meeting qualification and experience thresholds.
• Quality evaluation criteria (weighted):
• Project Leader experience (30 points).
• Project Manager experience (10 points).
• Audit and Governance Expert experience (10 points).
• Data Analyst experience (10 points).
• Company experience (20 points).
• Project Technical Approach and Methodology (20 points).
• Price evaluation formula: Ps = 80
• (1 - (Pt - Pmin) / Pmin).
• Specific goals allocation (20 points total):
• B-BBEE status level contributor (10 points).
• Other specific goals (10 points): historically disadvantaged individuals (3), female (3), disability (2), youth (2).

Scope of work for evaluating 2026/2027 Discretionary Grant applications:

• Obtain TETA data to compile a list of all applications for the 2026/2027 financial year.
• Assess each application against TETA's approved DG Guidelines and prescribed requirements.
• Verify completeness and validity of applicant documentation regarding Tax status, CSD, Accreditation, Workplaces, Workplace Approval, and budget alignment with the 26/27 funding framework.
• Assess alignment of applications with the 26/27 Annual Performance Plan (APP), Strategic Plan, national priorities, and approved Sector Skills Plan.
• Adapt evaluation schedules to confirm applicant details: entity name, registration status, type of training/project, business address, contact details, credits, learner numbers, blacklisting status, compliance status, and evaluation outcomes.
• Prepare schedules of compliant and non-compliant applicants for the Grant Adjudication Committee.
• Provide reports using structures and templates prescribed by the Interim Project Management Office.
• The bidder must submit a proposal with a clear technical approach and methodology for evaluating grant applications.
• The methodology will be scored (20 points) and must include three elements:

1. A detailed proposed project plan to achieve the objectives.

2. Demonstration of the ability to carry out the task.

3. Demonstration that the bidder has the appropriate resources (personnel and tools) to execute the plan.

• Failure to include all three elements results in a score of 0.

Key personnel experience and qualification requirements:

• Project Leader: Minimum 6 years as Project Leader on similar strategic projects, NQF level 8, qualified and registered Chartered Accountant.
• Project Manager: Minimum 5 years as Project Manager on similar day-to-day projects, NQF level 7.
• Audit and Governance Expert: Minimum 5 years in auditing and governance, NQF level 7.
• Data Analyst: Minimum 5 years in qualitative and quantitative data analysis, NQF level 7.
• Company: Minimum 3 years' experience in evaluating DG grant applications.
• Provide a list of dedicated key personnel (other than Project Leader) with positions, CVs, and certified copies of qualifications not older than six months.
• Complete all required experience schedules (Annexures A-E) listing previous projects, institutions, dates, and references.

• Provide a detailed cost proposal using the provided table format.
• Quote professional fees per hour (excl. VAT) and per day (excl. and incl. VAT) for roles: Project Lead, Project Manager, Evaluators, Administrators, and others.
• VAT rate for professional fees is 15%.
• Quote disbursements for items like telephone calls (per minute), photocopying, printing, telefax, travelling charges (per kilometre), and any other specified costs, with applicable VAT rates.
• The total price for evaluation is the total average price for all costed professional fee items.

• Pricing must be broken down in the provided cost proposal table.
• Professional fees must be quoted per hour (excl. VAT) and per day (excl. and incl. VAT) for roles including Project Lead, Project Manager, Evaluators, Administrators, and others.
• VAT rate is 15% for professional fees.
• Disbursements must be quoted for items like telephone calls (per minute), photocopying, printing, telefax, travelling charges (per kilometre), and any other specified costs, with applicable VAT rates.
• The total price for evaluation purposes will be the total average price for all costed items on Professional Fees.
• Note: TETA estimates 1881 proposals/applications were received.

Mandatory requirements (failure leads to disqualification):

• Submit Pricing Proposal/Costing Schedule electronically.
• Submit fully completed and signed Declaration of Interest (SBD 4).
• Submit SARS Pin with expiry date or CSD Supplier Number.
• Provide proof of Central Supplier Database registration.
• Company must have minimum 3 years' experience conducting DG grant evaluation, supported by reference letters and completed experience schedule.
• Project Leader: Minimum 6 years' experience as Project Leader on similar strategic projects, NQF level 8 qualification, and must be a qualified and registered Chartered Accountant.
• Project Manager: Minimum 5 years' experience as Project Manager on similar day-to-day projects and NQF level 7 qualification.
• Audit and Governance Expert: Minimum 5 years' experience in auditing and governance and NQF level 7 qualification.
• Data Analyst: Minimum 5 years' experience in qualitative and quantitative data analysis and NQF level 7 qualification.
• Submit a proposal with a clear technical approach and methodology.
• Provide a list of dedicated key personnel (other than Project Leader) with their positions, CVs, and certified copies of qualification certificates not older than six months.

Administrative requirements:

• Submit a valid B-BBEE Certificate (or sworn affidavit for QSE/EME) and completed SBD 6.1 form. Joint ventures must submit a combined certificate and JV agreement.
• Provide certified copies of CIPC company registration certificates and confirm registration is active (not deregistered).
• Provide certified copies of Identity Documents of Directors/Owners or a list of directors.
• Provide signed and bank-stamped banking details.
• Accept General Conditions of Contract/Bid.
• Provide a Letter of Authority for the signatory on company letterhead.
• B-BBEE points are allocated as part of the 80/20 preference point system: Level 1 = 10 points, Level 2 = 9, Level 3 = 7, Level 4 = 6, Level 5 = 4, Level 6 = 3, Level 7 = 2, Level 8 = 1, Non-compliant = 0.

• Submit a valid B-BBEE Certificate (or sworn affidavit for QSE/EME) and completed SBD 6.1 form.
• Failure to submit a valid certificate results in loss of preference points.
• For joint ventures, submit a combined B-BBEE Certificate and a signed JV agreement.
• B-BBEE points are allocated as part of the 80/20 preference point system: Level 1 = 10 points, Level 2 = 9, Level 3 = 7, Level 4 = 6, Level 5 = 4, Level 6 = 3, Level 7 = 2, Level 8 = 1, Non-compliant = 0.

• The bidder must accept the General Conditions of Contract/Bid.
• The contract period cannot be established at the moment due to other factors that may affect the processes.

• Obtain TETA data to compile a list of all applications for discretionary grants for 2026/2027 financial year in collaboration with the Interim Project Management Office requirements,