Develop framework, content, conceptualise, design, test, deploy and maintain fsca financial literacy e- learning platform

Align with FSCA’s Corporate Identity (CI), security policies (ISO/IEC27001:2022, NIST CSF), and Digital Feasibility Study outcomes.

Why it matters: This is a qualified operational interpretation of the stored scope, not a stated mandatory or scored criterion.

Inferred from stored analysis; verify against the source document. No source document identifier is stored for this item.

Secure deletion of platform/data by 31 March 2029, with all deliverables submitted via FSCA’s Microsoft OneDrive for Business.

Why it matters: This is a qualified operational interpretation of the stored scope, not a stated mandatory or scored criterion.

Inferred from stored analysis; verify against the source document. No source document identifier is stored for this item.

Deliver 5 financial literacy modules (Income/Expenditure, Savings/Investments, Credit/Debt, Financial Planning, Protection/Resilience) and conduct 2 focus group testing sessions.

Why it matters: This is a qualified operational interpretation of the stored scope, not a stated mandatory or scored criterion.

Inferred from stored analysis; verify against the source document. No source document identifier is stored for this item.

Submit two (2) printed copies (1 original + 1 copy) and one (1) electronic copy (PDF on CD/flash drive) in a sealed envelope. Label envelope with Bid No. FSCA2026/27-T002 and Bid Name. Deposit in the bid box at FSCA reception or courier to: Financial Sector Conduct Authority, Riverwalk Office Park, Block B, 41 Matroosberg Road (Corner Garsfontein and Matroosberg Roads), Ashlea Gardens, Extension 6, Menlo Park, Pretoria, 0081. GPS: Latitude -25.7843344, Longitude 28.268365. Late submissions will not be accepted. Bids submitted via email, fax, or electronic means are invalid. Each page of the bid document must be initialed in the bottom right corner. No correction fluid (e.g., Tippex) allowed; strike through errors and initial changes. Pricing schedule must be submitted separately from the technical proposal, adjacent to SBD3.1 form. Only fixed prices in ZAR are accepted. Bidder must sign and witness the bid in blue or black ink. Bidder must ensure all mandatory forms (SBD1, SBD3.1, SBD4, SBD6.1) are completed and included.

Why it matters: The source identifies this as a mandatory or eligibility condition for a compliant bid.

No source document identifier is stored for this item.

Scope: Develop, conceptualise, design, test, deploy, host, maintain, and support an FSCA financial literacy e-learning platform for 3 years. Target audience: 16+ South African citizens (urban/rural, youth, low-income, digitally underserved, multi-lingual). Platform objectives: Deliver accessible, inclusive financial education; sustain user engagement; provide easy-to-navigate, tailored content; improve financial knowledge/decision-making; promote consumer protection. Key deliverables: Phased project plan with payment milestones, risks, and mitigations (aligned with Digital Feasibility Study). E-learning framework: audience-centered design, modular learning paths, progressive learning, localised content, multimedia integration, multilingual support, scenario-based learning. LMS requirements: SCORM-compliant, 10,000 concurrent user licenses (recycled/reassigned), fast load times, offline access, low bandwidth efficiency, mobile-friendly (Android/iOS), OAuth 2.0/OpenID Connect login, POPIA/GDPR compliance, ISO/IEC27001:2022 and NIST CSF security standards, incident management/disaster recovery procedures. Content: 5 financial literacy modules (Income and Expenditure; Savings/Investments; Credit and Debt; Financial Planning/Goal Setting; Protection and Resilience). Testing: 2 focus group sessions (16 participants total, Gauteng-based, demographically diverse). Marketing: Social media strategy (1-month plan) and content (20 posts, 5 SlideShare, 10 infographics). Hosting: Supplier-hosted, linked to www.fscamymoney.co.za. Support: Bug fixes, updates, user assistance, 24-hour response time, content refreshes, UI/UX improvements. Files: All deliverables (HTML, open formats, artwork, fonts, music, voice-overs) via FSCA’s Microsoft OneDrive for Business. Secure deletion of platform/data at contract end (31 March 2029).

Threshold: 3 years

Why it matters: This is a qualified operational interpretation of the stored scope, not a stated mandatory or scored criterion.

Inferred from stored analysis; verify against the source document. No source document identifier is stored for this item.

Pricing: Fixed prices only, in South African Rand (ZAR). Pricing schedule must be submitted separately from technical proposal, adjacent to SBD3.1 form. All-inclusive fee statement required. Payment milestones tied to project phases (subject to FSCA approval). No unquoted costs permitted post-award. Contractor bears all costs for bid preparation, presentation, and demonstrations. FSCA reserves right to eliminate bidder if service level requirements are unmet. Licenses (10,000 concurrent users) required for contract duration only; recycled/reassigned as users complete activities. Inactive users (120+ days) must re-register. Bidder must ensure pricing covers all obligations under the contract.

Why it matters: The source says this applies after appointment and concerns contract delivery.

No source document identifier is stored for this item.

Submit 2 printed copies (1 original + 1 copy) and 1 electronic copy (PDF) in a sealed envelope by 07 July 2026 at 11h00 SAST. Late or electronic submissions are invalid.

Why it matters: This is a qualified operational interpretation of the stored scope, not a stated mandatory or scored criterion.

Inferred from stored analysis; verify against the source document. No source document identifier is stored for this item.

Develop a SCORM-compliant e-learning platform with 10,000 concurrent user licenses, mobile-friendly (Android/iOS), OAuth 2.0 login, and POPIA/GDPR compliance.

Why it matters: This is a qualified operational interpretation of the stored scope, not a stated mandatory or scored criterion.

Inferred from stored analysis; verify against the source document. No source document identifier is stored for this item.

Mandatory compliance: CSD registration, PPPFA/B-BBEE compliance, complete bid documents, authorized signature, fixed ZAR pricing, and demonstrated e-learning development capability.

Why it matters: The source identifies this as a mandatory or eligibility condition for a compliant bid.

No source document identifier is stored for this item.

Evaluation occurs in stages: Stage 1 (Compliance): Mandatory requirements include CSD registration, PPPFA/B-BBEE compliance, complete bid documents (2 printed + 1 electronic copy), authorized signature, no alterations/qualifications, all-inclusive ZAR pricing, demonstrated e-learning development capability, POPIA/GDPR compliance, and a multidisciplinary team. Failure to meet any mandatory requirement results in disqualification. Stage 2 (Functional Desktop Evaluation): Minimum 80/100 points required to advance. Disqualification criteria include incomplete/missing documentation, fraudulent information, failure to meet mandatory technical/compliance requirements, late submission, non-attendance at compulsory briefings (if applicable), FICA non-compliance (where applicable), corrupt practices, anti-competitive behavior, or bad faith actions. Preference points: 10 points for 51%+ women ownership, 10 points for 51%+ black ownership (proof required).

Threshold: Minimum 80/100 points required to advance

Why it matters: The source identifies this as a mandatory or eligibility condition for a compliant bid.

No source document identifier is stored for this item.

Mandatory: Registration on Central Supplier Database (CSD) as a prospective supplier (National Treasury Circular No. /2016, SCM Instruction Note 4A of 2016/2017). Continuous CSD information updates required. B-BBEE compliance: Valid B-BBEE certificate or sworn affidavit required. Preferential Procurement Policy Framework Act and Regulations (2022) apply. General Conditions of Contract (GCC) apply. Bid must comply with FICA (where applicable). Bidder must accept South African law jurisdiction and provide a domicilium citandi et executandi. Bidder must sign all required forms (SBD1, SBD3.1, SBD4, SBD6.1) in blue/black ink. No qualifications on bid permitted. Bidder must allow FSCA to conduct background checks. Bidder must adhere to FSCA’s Corporate Identity (CI) and branding guidelines. Bidder must consult with FSCA’s ICT department for security/POPIA/SCORM compliance. Bidder must work with FSCA’s Communication and Language Services for content/branding compliance. All work becomes FSCA property. Bidder must align with Digital Feasibility Study outcomes. Bidder must proof-read all content after each review round. Bidder must ensure solution works on multiple devices/OS and caters for low data/digital literacy users.

Why it matters: The source identifies this as a mandatory or eligibility condition for a compliant bid.

No source document identifier is stored for this item.