Appointment of a facilitator for balance scorecard capacitation to sasseta management from the date of appointment until 31 march 2027

• SASSETA is a national public entity responsible for skills development in the safety and security sector.
• The appointment is for a Facilitator to provide Balanced Scorecard capacitation to SASSETA Management from the date of appointment until 31 March 2027.

• Closing date and time: 15 July 2026 at 15H00.
• No compulsory briefing session is indicated.
• Key service delivery dates:

• Facilitate a 2-day BSC session on 21 and 22 July 2026.
• Conduct a follow-up 2-day session two to three months later.
• Submit a close-out report by 30 November 2026.
• Contract period: from date of appointment until 31 March 2027.

• Price validity: Your quoted price must be valid for 90 days from the closing date.

• No compulsory briefing session is indicated.

• Submission and enquiry contact: Koena Legodi.
• Email for submission and enquiries: [email protected].
• Quotations must be emailed to [email protected].

• Submit your quotation and all supporting documents by email to [email protected] by 15 July 2026 at 15H00.
• The submission must be on your company letterhead and in PDF format.
• You must complete and submit all required Standard Bidding Documents (SBDs): SBD 1 (Invitation to Quote), SBD 3.3 (Pricing Schedule), SBD 4 (Bidder’s Disclosure), and SBD 6.1 (Preference Points Claim Form).
• You must be registered on the National Treasury Central Supplier Database (CSD) by the closing date and provide your CSD registration number.
• Include a detailed project plan showing how activities will be scheduled and executed, timelines, and team members responsible.
• Submit a minimum of three signed reference letters on company letterhead for BSC consulting assignments undertaken by your company.
• Submit a comprehensive CV for the proposed Facilitator, demonstrating a minimum of three assignments in facilitating BSC consulting assignments.
• Initial each page of the General Conditions of Contract (Annexure A) and submit it.
• Submit a valid B-BBEE Certificate or Sworn Affidavit, CIPC company registration documents, certified copies of directors' IDs, and a CSD report to claim specific goal points.
• Do not use the SASSETA logo or any intellectual property without written authorization.
• Report any suspicious calls asking for payment to influence the award to the SASSETA Anti-Corruption Hotline at 0800 162 111.

• Complete and submit SBD 1, 3.3, 4, and 6.1.
• Initial each page of the GCC (Annexure A) and submit.
• Include a detailed project plan, reference letters, and Facilitator CV.
• Submit B-BBEE certificate, CIPC documents, directors' IDs, and CSD report.
• Signatures require company resolution if multiple directors.

Mandatory: 1) Registered on the National Treasury Central Supplier Database (CSD) by closing. 2) Submission of all required SBD forms (1, 3.3, 4, 6.1) and supporting documents as per checklist. 3) Tax Compliance (TCS PIN from SARS or CSD number). 4) B-BBEE Certificate or Sworn Affidavit (for preference points). 5) Company must not be listed in the Register for Tender Defaulters/Restricted Suppliers. 6) Bidder, directors, etc., must not be in the service of the state unless disclosed. 7) Must achieve a minimum score of 70% in the functionality evaluation to proceed to price/preference evaluation.

• Purpose: SASSETA requires an experienced Facilitator to conduct Balanced Scorecard (BSC) capacitation for its Management Committee.
• Scope of work:

• Conduct a 3-hour briefing with the Executive Manager: SPRR and MER Manager (face-to-face or virtual).
• Facilitate a 2-day interactive BSC session on 21-22 July 2026 for Manco (5 Executive Managers, 13 Managers, and 6 MER staff).
• Hold a follow-up 2-day session after two to three months for feedback and refinement of departmental BSCs.
• Develop a BSC framework for implementation.

• Required deliverables:

• Provide a methodology compliant with the scope.
• Facilitate the BSC session.
• Develop the BSC framework.
• Prepare a close-out report with action plan and recommendations by 30 November 2026.

• Facilitator skills: Must demonstrate good personal leadership, problem-solving, decision-making, and excellent communication.
• Reporting: The service provider reports directly to the Acting Executive Manager: Skills Planning, Research and Reporting.
• Intellectual property and confidentiality: All project outputs and SASSETA information are confidential; a confidentiality agreement must be signed.
• POPIA compliance: Bid information will be used solely for evaluation and archived per SASSETA records management policies.

• Provide a detailed methodology fully compliant with the scope of work.
• The methodology must outline how activities will be scheduled and executed, including timelines and team responsibilities.
• The BSC sessions must be interactive and provide examples of implementation approaches.

• Company experience: Must have undertaken a minimum of three BSC consulting assignments, proven by signed reference letters on company letterhead.
• Facilitator experience: The proposed Facilitator must have a minimum of three assignments in facilitating BSC consulting assignments, proven by a comprehensive CV highlighting skills, roles, and responsibilities.
• Facilitator skills: Must possess good personal leadership, problem-solving, decision-making, and excellent communication skills.

• Quote using Pricing Schedule (SBD 3.3).
• Provide an all-inclusive cost, inclusive of VAT, for:

• Cost of preparation and facilitation of Balanced Scorecard sessions (5 days for 28 delegates).
• Development of the BSC Framework.
• Preparation of the consolidated closeout report.

• Indicate the name and surname of the proposed Facilitator and attach their comprehensive CV.
• The Facilitator must be available for all engagements.

• Provide an all-inclusive cost for the project, inclusive of VAT.
• Use the Pricing Schedule (SBD 3.3) to quote for:

• Cost of preparation and facilitation of the Balanced Scorecard sessions (5 days for 28 delegates).
• Development of the BSC Framework.
• Preparation of the consolidated closeout report.

• Indicate a firm delivery period/date.
• Your price must be valid for 90 days from the closing date.
• All delivery costs must be included.

• Mandatory registrations and documents:

• You must be registered on the National Treasury Central Supplier Database (CSD) by the closing date and provide your CSD number.
• Submit your SARS Tax Compliance Status PIN or a CSD number if no TCS is available.
• Submit a valid B-BBEE Certificate or Sworn Affidavit to qualify for preference points.
• Submit valid CIPC company registration documents and certified copies of directors' identity documents.

• Declaration requirements:

• Complete SBD 4 (Bidder’s Disclosure) declaring any state employment, conflicts of interest, and compliance with anti-corruption laws.
• Bidders listed on the Register for Tender Defaulters or List of Restricted Suppliers will be disqualified.

• General compliance:

• The bid is subject to the Preferential Procurement Policy Framework Act, 2000 and Regulations 2022, and the General Conditions of Contract.
• Foreign suppliers must answer a questionnaire; if not resident/branch/income/tax liable in RSA, no SARS PIN is required.
• Do not use SASSETA's logo or intellectual property without authorization.

• Submit a valid B-BBEE Certificate or Sworn Affidavit to qualify for preference points.
• Specific goals points are allocated for black unemployed people, black women ownership, black youth ownership, and promotion of South African-owned enterprises.

• Contract duration: From date of appointment until 31 March 2027.
• Intellectual property: All project outputs and data are confidential to SASSETA; a confidentiality agreement must be signed.
• Unauthorized use of the SASSETA logo or intellectual property may result in legal action.
• SASSETA reserves the right to cancel the purchase order, delay selection, not select any bidder, exclude services, negotiate terms, and not accept the lowest quote.
• The successful bidder must sign a written contract (SBD7).

• SASSETA reserves the right to cancel, delay, not select, exclude services, negotiate, and not accept the lowest quote.
• Bid information will be retained and archived per records management policies; digital records are safeguarded.
• Report corruption to the SASSETA Anti-Corruption Hotline at 0800 162 111.

• Price must be valid for 90 days from closing date.
• Submit quotation in PDF format.
• Include CSD Supplier Number.
• Price must be firm and inclusive of VAT.
• Indicate a firm delivery period/date.
• Submit fully signed SBD 1, 3.3, 4, and 6.1.
• Bidders must submit on the official forms provided.
• The bid is subject to preferential procurement regulations and GCC.
• Submit SARS PIN for tax compliance or CSD number.
• Declare any state employment, conflicts of interest, and compliance with anti-corruption laws.

• Functionality evaluation criteria and scoring are detailed in section 1.12 of the document.
• The 80/20 preference point system applies for contracts up to R1,000,000.
• Specific goals points are claimed via SBD 6.1 with supporting documentation.