Financial modelling & valuation analyst (fmva®) certification for 1 x delegate this certification takes 3-6 months

Returnable document: SBD 4 (Declaration of Interest) – must be completed, signed, and submitted. The form requires disclosure of any employment by an organ of state, relationships with procuring institution staff, and interests in other enterprises. Failure to disclose all CSD-registered active companies linked to directors will lead to disqualification.

1.1 Any person (natural or juristic) may make an offer or offers in terms of this invitation to bid. In line with the principles of transparency, accountability, impartiality, and ethics as enshrined in the Constitution of the Republic of South Africa, 1996 (Constitution), and further expressed in the various applicable legislation, it is required for the bidder to make this declaration in respect of the details required hereunder.

• Closing date: 25 August 2026 at 17:00.
• No mandatory briefing or site visit is mentioned.

• Contact person: Mapule Msiza
• Email: [email protected]
• Physical address: 83 Lois Avenue, Menlyn (for delivery of documents? Submission is by email; this address may be for queries or alternative submission.)

• Submission must be emailed to [email protected].
• The closing date is 25 August 2026 at 17:00. Late submissions will not be considered.
• The following returnable forms must be completed, signed, and included: SBD 4 (Declaration of Interest), SBD 6.1 (Preference Points Claim), proof of specific goals (if applicable), and the completed and signed request for quotation form.
• Quotations must be valid for 30 days after the closing date.

• The 80/20 preferential point system applies: 80 points for price, 20 points for specific goals.
• The specific goals and their maximum points (total 20) are:
• 50% owned by historically disadvantaged individuals: 5 points (proof: share register / CSD report)
• 51% owned by black women: 5 points (proof: share register / CSD report)
• At least one owner has a disability: 5 points (proof: physician's letter)
• At least one owner is a youth: 5 points (proof: certified ID copy)
• Bidders must provide proof for each goal claimed.

• Scope: Financial Modelling & Valuation Analyst (FMVA®) certification for 1 delegate. The certification takes 3-6 months and includes three phases:
• Phase 1: Excel fundamentals, accounting, reading financial statements, corporate finance, math for finance, workflow best practices, role of FP&A, AI for finance.
• Phase 2: Financial analysis, financial modelling, 3-statement modelling, auditing, operating modelling, valuation, DCF modelling, comparable valuation, forecasting, scenario analysis, data visualization, PowerPoint, professional ethics.
• Phase 3: Cash flow modelling, advanced Excel, comparable valuation, mining financial model, startup/e-commerce valuation, corporate & business strategy, bank valuation, real estate financial modelling, communication skills, strategic problem solving, equity research.
• The weighting of topics: financial modelling 35%, accounting 20%, valuation 15%, FP&A 10%, Excel 8%, data visualization 7%, qualitative business analysis 5%.
• The certification must include all assessments and exams.

• Payment: invoice paid after goods and services delivery, within 30 days as per the National Treasury Act.
• Validity period: 30 days from the closing date.
• No bond, guarantee, or insurance requirements are specified.

• The bidder must be registered on the Central Supplier Database (CSD).
• Tax compliance status is required (implied by CSD registration).
• Returnable forms: SBD 4 (Declaration of Interest), SBD 6.1 (Preference Points Claim), and the completed RFQ form.
• Proof of specific goals must be provided if claiming preference points.
• No CIDB grading, CIPC registration, or local content requirements are mentioned.