Tracer and impact study for foodbev seta beneficiaries (2021/22–2025/26)

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Bidder must be registered on the Central Supplier Database (CSD) and submit a full CSD report. Must have a valid tax clearance certificate or SARS tax pin. Must submit a B-BBEE certificate or sworn affidavit. Must provide CIPC registration documents and certified ID copies of all directors. The proposed Research Lead must hold an NQF Level 9 qualification (certified copy within 6 months; foreign qualifications require SAQA evaluation). The core research team must comprise at least three members with NQF Level 8 qualifications and at least three years' relevant experience. All standard bidding documents (SBD forms) must be completed and signed. Foreign qualifications without SAQA evaluation will result in disqualification. Joint ventures must submit a consolidated B-BBEE certificate and all required documents for each member.

2.1 FoodBev SETA invites higher education institutions (public and private), research

institutions (public and private) and research consultants with sufficient capacity and

experience to conduct a Tracer and Impact Study covering learners funded during the

2021/22-2025/26 period to submit proposals. This will be funded for a period of six (6)

months.

2.2 FoodBev SETA requires a service provider with an understanding and experience in

the SETA landscape, including:

i. SETA Grants regulations and processes

ii. DHET and DPME Performance reporting

iii. Labour market intelligence

iv. Skills development legislation and policy

v. Employer absorption dynamics and learning programme transitions,

particularly pertaining to the food and beverages manufacturing sectors.

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3. Proposal

3.1 The proposal submitted must include specific plan for:

i. Sampling: Justify your proposed sample size and stratification approach. How

will you ensure rural and hard-to-reach learners are included?

ii. Tracing: What multi-modal tracing strategy (SMS, WhatsApp, phone, social

media, employer records) will you use? What is your expected response rate,

and how will you handle non-response bias?

iii. Data quality: How will you verify employment status (e.g., payslips, employer

confirmation)? How will you ensure POPIA compliance?

iv. Analysis: How will you distinguish correlation from causation regarding

programme impact?

v. Capacity transfer: Describe your 3-day training workshop for FoodBev SETA's

M&E team. Provide a draft agenda.

3.2 This study is essential to:

vi. Develop a Tracer and Impact Studies framework, tools, approaches and

methodologies based on best practice for monitoring and evaluation (M&E)

for use within the sector and across the sector, as well as institutionalising

M&E Tracer and Impact Studies within the FoodBev SETA.

vii. Trace past learners, establish their current status, and quantify employment,

unemployment and further learning outcomes.

viii. Determine the rate and quality of absorption, including whether learners were

absorbed by host employers, entered the broader industry, or transitioned

elsewhere.

ix. Establish levels of employment, including job categories, employment levels

and progression pathways.

x. Provide sector-specific labour market intelligence aligned with NSDP and

NDP outcomes.

xi. Support improvements to grant design, programme targeting and institutional

Monitoring and evaluation practices.

4.1 The successful institution or research consultant under the guidance of the FoodBev

SETA Research, Planning, Monitoring and Evaluation (RPME) Department will be

expected to deliver a succinct and methodologically sound tracer and impact study.

4.2 The bidder’s proposal will be evaluated on the credibility and feasibility of their

proposed method as follows

4.2.1 Outcome 1: A validated, cleaned database of learners. The service

provider must attempt to contact a minimum of 15% of the total population

(≈5,100 learners) using a multi-modal tracing strategy. A completed verified

sample of at least 10% of the population (≈3,400 learners) is the minimum

acceptable threshold for statistical validity, provided the achieved sample

remains representative across key strata (province, programme type,

gender, and race). The bidder must articulate their strategy for managing

non-response bias and achieving the highest possible contact rate within

practical constraints.

4.2.2 Outcome 2: A representative sample design targeting 15% of the total

population (≈5,100 learners), stratified by province, programme type,

gender, and race, to allow for statistically valid subgroup analysis. The

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bidder must demonstrate how they will ensure representativeness across

strata, including hard-to-reach populations such as rural learners and those

from smaller subsectors.

4.3 Study Design and Methodology

4.3.1 The provider must design and implement a robust research methodology

that includes:

New Details

Item

Non- Bidders must describe their approach to mitigating non-

Response response bias, including weighting, imputation, or targeted

Bias follow-up of under-represented groups. A proposal that does not

Strategy address non-response will be deemed incomplete.

Tracing Bidders must specify their multi-modal tracing strategy (e.g.,

Methodology SMS, WhatsApp, phone calls, social media, employer records,

alternative contact persons). A single-channel approach will be

considered insufficient.

Verification Bidders must describe how they will verify employment status

Protocol (e.g., payslip, employer confirmation, letter of appointment) to

ensure data quality.

4.3.2 The tracer and impact study must specifically determine:

i. An integrated quantitative and qualitative design.

ii. Representative 15% sampling across provinces, demographic groups,

programme types and subsectors, approximate overall population size

is 34 000 learners.

iii. Design of survey tools, interview guides and employer questionnaires.

iv. Ethical protocols, POPIA compliance and data security measures

v. The current location and activity of all learners (employed, unemployed,

not in employment, education or training, studying further).

vi. The absorption rate, including whether learners were absorbed by host

employers or other organisations.

vii. The occupational levels and wage bands at which learners are

employed.

viii. Barriers and enablers affecting transitions into employment.

ix. Programme-level variations in outcomes.

x. Report on the direct and indirect impact of FoodBev SETA programmes.

Indirect must include key narrative that the SETA can claim as a result

of direct interventions. The objective must be clear on the true impact

the SETA plays in the industry in supporting its beneficiaries.

4.4 Database Preparation

i. Cleaning and verification of learner contact details across five (5)

financial years.

ii. Integration of SIMS (Seta Management Information System) and

WSP/ATR employer information. Bidder must propose a data protection

and POPIA-compliant protocol for this integration.

iii. Telephonic and digital verification of learner and employer records.

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4.5 Reporting

iv. Presentations (presentation of findings for approval) to Management,

Chamber Committees and Board Committees.

v. Presentation of comprehensive dashboards and infographics.

vi. Actionable recommendations on improving programme design and

grant processes.

vii. An implementation plan for strengthening tracer and impact study

processes.

viii. Enhancements to RPME monitoring tools.

ix. Present research findings (dissemination of findings) to internal and

external stakeholders, the SETA chambers and Board members through

workshops and conferences.

x. Provide technical support and capacity to the Monitoring and Evaluation

team to deliver on sector-focused research which can also contribute to

skills planning.

xi. Provide skills transfer/training to the FoodBev SETA Monitoring &

Evaluation team.

5. Deliverables

5.1 The following constitute expected deliverables:

i. Concept Note (methodology, sampling, tools and workplan).

ii. Data collection instruments.

iii. Clean and verified learner database.

iv. Raw data from the data collection.

v. Project implementation plan.

vi. Progress reports for each project phase.

vii. Fieldwork summary and report.

viii. Draft Tracer and Impact Study Report.

ix. Final Tracer and Impact Study Report.

x. Presentations to governance structures.

xi. M&E improvement plan for future studies.

xii. Advisory notes, technical guidance, research templates/tools, and

capacity support to strengthen internal sector-focused research and

skills planning.

6. Duration

6.1 The contract will be for a period of six (6) months from effective date of the contract.

7. Validity period

7.1 The Bidder is required to confirm that it will hold its proposal valid for 120 days from

the closing date of the submission of proposals, during which time it will maintain

without change the personnel proposed for the services together with their proposed

rates.

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8. Pricing requirements

8.1 Bidders must submit pricing aligned with the activities and deliverables outlined in this

Terms of Reference, providing a clear breakdown of all costs covering:

i. Project Initiation & Planning (inception meeting, project planning,

implementation plan);

ii. Research Design & Methodology (literature review, desktop research,

methodology, questionnaires, research tools);

iii. Stakeholder Engagement & Data Collection (interviews, focus groups,

surveys, stakeholder consultations);

iv. Data Analysis & Reporting (analysis, draft report, presentation of

findings, final report);

v. Project Management & Coordination (overall coordination,

administration, progress reporting); and

vi. Disbursements (travel, accommodation, venue hire, printing,

communication, and other approved disbursements).

vii. All prices must be quoted in South African Rand (ZAR) and include VAT,

with formulas visible in the Excel submission and a signed PDF version

submitted.

viii. Final prices will be negotiated with the service provider.

8.2 Mandatory Pricing Requirements (Bidders must submit pricing as follows):

Line Item Unit Quantity Rate (ZAR, Total

(Bidder to fill excl. VAT) (ZAR,

excl. VAT)

1. Project Management & Coordination

1.1 Project Lead (senior Day R R

researcher)

1.2 Project Coordinator Day R R

1.3 Financial & compliance Lump sum R R

reporting

2. Database Preparation & Tracing

2.1 Data cleaning & Per record R R

verification (34,000 records)

2.2 Tracing calls (assuming Per call (3 min R R

50% contactable) avg)

2.3 SMS/WhatsApp Per message R R

campaign

3. Data Collection

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Line Item Unit Quantity Rate (ZAR, Total

(Bidder to fill excl. VAT) (ZAR,

excl. VAT)

3.1 Learner survey (target Per completed R R

n=5,100) survey

3.2 Employer interviews Per interview R R

(telephonic) (30 min)

3.3 Qualitative interviews Per interview R R

(learners/employers) (60 min)

3.4 Focus group Per session R R

discussions (8-10 pax each)

4. Analysis & Reporting

4.1 Quantitative analysis Day R R

(statistician)

4.2 Qualitative analysis Day R R

(thematic)

4.3 Draft & final report Day R R

writing

4.4 Dashboard & Lump sum R R

infographics

5. Skills Transfer & Training

5.1 M&E team training Day (incl. R R

workshop (3 days, on-site) facilitator)

5.2 Training materials & Lump sum R R

templates

6. Disbursements (at cost, no markup)

6.1 Travel (cost the travel Km R2.00 R

mode and estimate)

6.2 Accommodation Night R1,500 R

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Line Item Unit Quantity Rate (ZAR, Total

(Bidder to fill excl. VAT) (ZAR,

excl. VAT)

6.3 Venue hire (for Day R R

training/workshops)

6.4 Printing (reports, Page R R

questionnaires)

SUB-TOTAL (excl. VAT) R

VAT (15%) r

GRAND TOTAL (incl. VAT)

Important Notes:

1. Currency: All prices must be quoted in South African Rand (ZAR) and include VAT.
2. Validity: Prices must be valid for 120 days from the closing date of this bid.
3. Resources: Link each cost to specific roles (Project Lead, Team Members) as identified

in your Technical Proposal.

4. Expenses: Indicate what is included. FoodBev SETA will not pay for unspecified "extras."
5. Excel Format: You must submit this pricing schedule in Excel (.xlsx) with all formulas

visible, as well as a signed PDF version.

9. Section b: evaluation process

9.1 Bid evaluation Process

The Bid evaluation process will be undertaken in accordance with the following staged

Stage 1: Administrative requirements

Stage 2: Mandatory requirement

Stage 3: Functionality evaluation Criteria

Stage 4: The Preferential Procurement Policy Framework Regulation using the 80:20

points system.

9.2 Stage 1: Administrative Compliance

Stage Criteria Requirements

The potential bidder must submit three (3) copies of the bid

proposal as follows:

(a) Two (2) hard copies

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Stage Criteria Requirements

Stage 1 Administrative (b) One (1) electronic copy in PDF format saved on a USB

requirements memory stick

Requirements for Hard Copies:

(c) The bid proposal must be securely bound, hole-punched,

and sequentially numbered in accordance with the

response format outlined in Section C of this bid

document.

Requirements for Electronic Copy:

(d) The electronic copy must be saved in PDF format on a

USB memory stick.

(e) The files must be organized into clearly labelled,

paginated, and indexed folders in accordance with the

response format outlined in Section C of this bid

document.

Standard bidding documents:

(f) Submission of fully completed and duly signed SBD

forms (declarations must be answered truthfully to the

best of bidder’s knowledge).

(g) A valid tax clearance certificate or confirmation of pin.

(h) A valid B-BBEE certificate or affidavit

Foreign Qualifications:

(i) Bidders must ensure that foreign qualifications are

accompanied by SAQA evaluation. Foreign qualifications

not accompanied by the SAQA evaluation will not be

evaluated and will be disqualified.

Important Note:

FBS will not be responsible for any misinterpretation or

misplaced information resulting from a proposal that is not

properly labelled, paginated, and indexed

9.3 Stage 2: Mandatory requirements

Stage Criteria Requirement

(a) The proposed Research Lead must possess

Stage 2 Mandatory Requirement an NQF level 9 qualification. The bidder must

submit certified copy (within 6 months of

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submission) of the NQF level 9 qualification for

the Research lead.

(b) The bidder must clearly indicate the proposed

Project Lead in its bid submission.

(a) Provide a certified copy of the NQF level 9

qualification for the research lead. (Foreign

qualifications must be accompanied by a

SAQA evaluation certificate, qualifications

without SAQA evaluation certificate will not be

considered.)

Means of verification (b) If the Research Lead holds a foreign

qualification without SAQA evaluation at bid

closing, the bid will be disqualified.

(Bidder to ensure mandatory required document is

submitted, failure to submit the mandatory

requirements will lead to disqualification of the

bid)

9.4 Stage 3: Functionality Evaluation

9.4.1 A minimum score of 75 out of 100 is required to proceed to the next stage

of evaluation.

3.1 The proposal submitted must include specific plan for:

i. Sampling: Justify your proposed sample size and stratification approach. How

will you ensure rural and hard-to-reach learners are included?

ii. Tracing: What multi-modal tracing strategy (SMS, WhatsApp, phone, social

media, employer records) will you use? What is your expected response rate,

and how will you handle non-response bias?

iii. Data quality: How will you verify employment status (e.g., payslips, employer

confirmation)? How will you ensure POPIA compliance?

iv. Analysis: How will you distinguish correlation from causation regarding

programme impact?

v. Capacity transfer: Describe your 3-day training workshop for FoodBev SETA's

3.2 This study is essential to:

vi. Develop a Tracer and Impact Studies framework, tools, approaches and

methodologies based on best practice for monitoring and evaluation (M&E)

for use within the sector and across the sector, as well as institutionalising

bidder must demonstrate how they will ensure representativeness across

strata, including hard-to-reach populations such as rural learners and those

from smaller subsectors.

4.3 Study Design and Methodology

4.3.1 The provider must design and implement a robust research methodology

that includes:

alternative contact persons). A single-channel approach will be

considered insufficient.

v. Presentation of comprehensive dashboards and infographics.

vi. Actionable recommendations on improving programme design and

grant processes.

vii. An implementation plan for strengthening tracer and impact study

processes.

viii. Enhancements to RPME monitoring tools.

ix. Present research findings (dissemination of findings) to internal and

external stakeholders, the SETA chambers and Board members through

workshops and conferences.

x. Provide technical support and capacity to the Monitoring and Evaluation

team to deliver on sector-focused research which can also contribute to

skills planning.

xi. Provide skills transfer/training to the FoodBev SETA Monitoring &

5.1 The following constitute expected deliverables:

i. Concept Note (methodology, sampling, tools and workplan).

ii. Data collection instruments.

iii. Clean and verified learner database.

iv. Raw data from the data collection.

v. Project implementation plan.

vi. Progress reports for each project phase.

vii. Fieldwork summary and report.

viii. Draft Tracer and Impact Study Report.

ix. Final Tracer and Impact Study Report.

x. Presentations to governance structures.

xi. M&E improvement plan for future studies.

xii. Advisory notes, technical guidance, research templates/tools, and

capacity support to strengthen internal sector-focused research and

skills planning.

i. Project Initiation & Planning (inception meeting, project planning,

implementation plan);

ii. Research Design & Methodology (literature review, desktop research,

methodology, questionnaires, research tools);

iii. Stakeholder Engagement & Data Collection (interviews, focus groups,

surveys, stakeholder consultations);

iv. Data Analysis & Reporting (analysis, draft report, presentation of

findings, final report);

v. Project Management & Coordination (overall coordination,

administration, progress reporting); and

vi. Disbursements (travel, accommodation, venue hire, printing,

communication, and other approved disbursements).

vii. All prices must be quoted in South African Rand (ZAR) and include VAT,

with formulas visible in the Excel submission and a signed PDF version

submitted.

viii. Final prices will be negotiated with the service provider.

8.2 Mandatory Pricing Requirements (Bidders must submit pricing as follows):

Line Item Unit Quantity Rate (ZAR, Total

(Bidder to fill excl. VAT) (ZAR,

excl. VAT)

approach:

Stage 1: Administrative requirements

Stage 2: Mandatory requirement

Stage 3: Functionality evaluation Criteria

Stage 4: The Preferential Procurement Policy Framework Regulation using the 80:20

points system.

9.2 Stage 1: Administrative Compliance

and relevant approach to the requirements of the specifications. The

methodology must demonstrate how the bidder will produce valid, reliable and

policy-relevant evidence on learner outcomes and labour-market absorption. 20,00

Submissions must be specific (not generic), include resource and timeline

estimates, and show how risks and data-quality issues will be managed. The

bidder’s proposed project plan will be evaluated based on how

comprehensively it demonstrates an applied understanding of the SETA

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• Good: The proposed methodology is generally sound. Some 15,00

sections may lack detail or operational clarity, but the proposal

still demonstrates an adequate understanding of tracer and

impact study requirements.

• Average: The methodology is missing important details, 10,00

contains generic descriptions, or lacks clear alignment to

fully practical for implementation.

• Below Average: The methodology is vague, overly generic, 5,00

incomplete or not relevant to a tracer and impact study. The

proposal does not provide enough information to assess

feasibility or rigour.

• Poor: The methodology is vague, overly generic, incomplete 0

or not relevant to a tracer and impact study. The proposal does

not provide enough information to assess feasibility or rigour

or is copied directly from this TOR without adaptation.

Total 100

Bidder must meet the minimum functionality of 75,00 points out of 100 points in order to

be evaluated further. Any bid that does not meet the minimum threshold will not move

to the next stage of evaluation.

9.5 Stage 4: Preference Points (80/20 System)

9.5.1 Preferential Points System

The 80/20 preference points system will be utilized for this bid. This

preference points system is for the acquisition of goods or services with a

Rand value equal to or below R50 million (VAT inclusive) as follows:

documentation, and supervision, including partners and/or sub-

consultants. This must include the organogram.

10.3.5 Reference letters in previous client’s letterhead, signed and dated by

authorized personnel.

10.3.6 Methodology and approach as per scope of work.

10.3.7 Signature Requirements: All bids must be signed. A bid may be signed

by an officer or other agent of a registered vendor, if authorised to sign

contracts on its behalf; a member of a consortium or joint venture or

other agent authorised by a Power of Attorney. The name and title of

the individual(s) signing the bid must be clearly shown immediately

below the signature.

10.3.8 Rejection of bids: FoodBev SETA reserves the right not to proceed with

the award of the proposal.

10.4 Schedule 2:

10.4.1 Valid tax clearance certificate

10.4.2 Certified copies of the bidders CIPC / or company registration

documents listing all members with percentages, in case of a CC. Or

the latest certified copies of all share certificates in the case of a

company.

10.4.3 Originally certified copy of the company’s professional accreditation

(not a certified copy) if applicable.

10.4.4 Certified ID copies of all directors.

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Bidders are required to demonstrate relevant experience in relation to the scope of work outlined

in this Terms of Reference. The bidder must also propose a suitably qualified and experienced

project team with proven experience in delivering projects of a similar nature, scope, and

complexity. Each letter must specifically describe the bidder's role in a tracer/impact study of

similar scale. Letters that are generic or only confirm 'work was done' will be discounted. The

institution or research consultant is required to submit signed reference letters or testimonials for

tracer and/or impact studies completed in the past five (5) years. The points will be allocated as

per below criteria:

1.1 Reference letters

Weighting

Allocated

The institution or research consultant is required to submit signed reference

letters or testimonials for tracer and/or impact studies completed in the past

five (5) years. The reference letter or testimonial must have the following

details: 15,00

• The reference letter/ testimonial must be on the referee organisations’

letterheads

• Project name/description,

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• The institution/organisation,
• The contact person details on the referee company’s letterhead.
• Must be signed and dated by the referee’s authorised personnel.

Reference checks will be conducted on the above criteria. It is, therefore, the

responsibility of the institution/research consultancy to ensure that the

reference letters/ testimonials submitted contains this information.

• More than three (3) reference letters / testimonials submitted 15,00
• Three (3) reference letters / testimonials submitted 12,00
• Two (2) reference letters / testimonials submitted 10,00
• One (1) reference letters / testimonials submitted 5,00
• No reference letters / testimonials submitted 0,00

1.2. Experience of Research Lead

The Research Lead must have at least five (5) years’ research-related 30,00

experience and must possess an NQF level 9 qualification.

Please Note: Points will only be allocated if the proposed Research Lead is

in possession of the required years of experience and the necessary

qualifications.

• More than five (5) Years’ Experience and relevant 30,00

• Five (5) Years’ Experience and relevant Qualifications 25,00

• Three (3) to Four (4) Years’ Experience and relevant 15,00

• Less than three (3) Years’ Experience and relevant 0,00

Required supporting documentation:

Certified copy of the required NQF level 9 relevant qualification(s). Note that

foreign qualifications must be evaluated and approved by SAQA for the bidder

to be eligible for points. An Abridged CV of the research lead clearly showing

relevant experience must be submitted.

Reference checks may be conducted on the above criteria. It is, therefore, the

responsibility of the research lead to ensure that the CV and qualifications

submitted contains all relevant information.

1.3. Experience of the Research Team

A minimum of three (3) core research team members (multidisciplinary) with at

least three (3) years relevant experience (Provide a detailed outline of

experienced research team, with roles and responsibilities in the project).

The CVs of research team to be permanently allocated to this project (core

team), must clearly detail their experience in implementing similar research 15,00

projects.

The research team members should possess at least/minimum of an NQF level

(8) qualification with three (3) years’ experience in research.

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The Institution/research consultant must describe the role(s) of each resource.

The number of resources that is proposed should be factored in the price of the

services to be provided by the proposed team members.

Please Note points will only be allocated for:

1. Certified copies of qualifications (foreign qualifications must be evaluated

and approved by SAQA), and

2. Experience of proposed team members include all required areas.
3. Points will not be allocated for less than 3 CVs submitted.

• Three (3) members with more than three (3) years’ experience 15,00

illustrated in the CVs and NQF level 8 Qualification

• Three (3) members with three (3) years’ experience illustrated 10,00

in the CVs and NQF level 8 Qualification

• Three (3) members with 1- 2 years’ experience and NQF level 5,00

positions against which the experience will be measured.

SETA is currently operating in Johannesburg at Number 7 Wessel Road, Rivonia

Sandton. FoodBev SETA’s function is to promote, facilitate and incentivise skills

development in the Food and Beverages Manufacturing Sector. FoodBev SETA is one

of the 21 Sector Education and Training Authorities (SETAs) across the economy

mandated to implement the National Skills Development Plan (NSDP) outcomes.

1.2 FoodBev SETA funded a range of learning programmes, including Learnerships,

Internships, Work Experience, Adult Education and Training Programmes (AET), Skills

that FoodBev SETA’s interventions yield measurable improvements in labour-market

participation and sector skills readiness.

2. Purpose

2.1 FoodBev SETA invites higher education institutions (public and private), research

institutions (public and private) and research consultants with sufficient capacity and

experience to conduct a Tracer and Impact Study covering learners funded during the

2021/22-2025/26 period to submit proposals. This will be funded for a period of six (6)

months.

2.2 FoodBev SETA requires a service provider with an understanding and experience in

the SETA landscape, including:

i. SETA Grants regulations and processes

ii. DHET and DPME Performance reporting

iii. Labour market intelligence

iv. Skills development legislation and policy

v. Employer absorption dynamics and learning programme transitions,

particularly pertaining to the food and beverages manufacturing sectors.

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(a) Provide a certified copy of the NQF level 9

qualification for the research lead. (Foreign

qualifications must be accompanied by a

in this Terms of Reference. The bidder must also propose a suitably qualified and experienced

project team with proven experience in delivering projects of a similar nature, scope, and

complexity. Each letter must specifically describe the bidder's role in a tracer/impact study of

similar scale. Letters that are generic or only confirm 'work was done' will be discounted. The

institution or research consultant is required to submit signed reference letters or testimonials for

tracer and/or impact studies completed in the past five (5) years. The points will be allocated as

per below criteria:

1.1 Reference letters

responsibility of the institution/research consultancy to ensure that the

reference letters/ testimonials submitted contains this information.

• More than three (3) reference letters / testimonials submitted 15,00
• Three (3) reference letters / testimonials submitted 12,00
• Two (2) reference letters / testimonials submitted 10,00
• One (1) reference letters / testimonials submitted 5,00
• No reference letters / testimonials submitted 0,00

1.2. Experience of Research Lead

The Research Lead must have at least five (5) years’ research-related 30,00

experience and must possess an NQF level 9 qualification.

Please Note: Points will only be allocated if the proposed Research Lead is

in possession of the required years of experience and the necessary

qualifications.

• More than five (5) Years’ Experience and relevant 30,00

Qualifications

• Five (5) Years’ Experience and relevant Qualifications 25,00
• Three (3) to Four (4) Years’ Experience and relevant 15,00

Qualifications

• Less than three (3) Years’ Experience and relevant 0,00

Qualifications

Certified copy of the required NQF level 9 relevant qualification(s). Note that

foreign qualifications must be evaluated and approved by SAQA for the bidder

to be eligible for points. An Abridged CV of the research lead clearly showing

relevant experience must be submitted.

responsibility of the research lead to ensure that the CV and qualifications

submitted contains all relevant information.

1.3. Experience of the Research Team

A minimum of three (3) core research team members (multidisciplinary) with at

least three (3) years relevant experience (Provide a detailed outline of

experienced research team, with roles and responsibilities in the project).

The CVs of research team to be permanently allocated to this project (core

team), must clearly detail their experience in implementing similar research 15,00

projects.

(8) qualification with three (3) years’ experience in research.

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3. Points will not be allocated for less than 3 CVs submitted.

• Three (3) members with more than three (3) years’ experience 15,00

illustrated in the CVs and NQF level 8 Qualification

• Three (3) members with three (3) years’ experience illustrated 10,00

in the CVs and NQF level 8 Qualification

• Three (3) members with 1- 2 years’ experience and NQF level 5,00

8 qualification

• Less than three (3) members 0,00

Certified copy of the required NQF level 8 relevant qualification(s). Note that

foreign qualifications must be evaluated and approved by SAQA for the bidder

to be eligible for points. An Abridged CV for each proposed team member

clearly showing their allocated role in the project and their respective relevant

experience.

responsibility of the bidder to ensure that the CV and qualifications submitted

contains all relevant information.

10.2 Response Format

10.2.1 Bidders are requested to note that this is a guide to responding to the

evaluation criteria as detailed above. The soft and hard-copy

responses from all bidders must be prepared in line with the following

section (each schedule must be clearly marked, indexed and /or

numbered):

10.2.2 Cover Page: The cover page must clearly indicate the bid reference

number, bid description and the bidder’s name.

10.3 Schedule 1:

10.3.1 Executive Summary/Cover Letter – The cover letter should be brief

(not more than two pages maximum). Describe why your

company/consortium considers it to be best qualified to achieve any of

the services listed in scope of work

10.3.2 Brief company profile

10.3.3 Qualifications and Experience – This section shall contain relevant

information on qualifications and experience related to the relevant

profession. This includes CVs, qualifications and valid certifications of

project lead and team members.

10.3.4 List of Project team – This list should include the identification of the

contact person who will have primary responsibility for the FoodBev

(i) Bidders must ensure that foreign qualifications are

accompanied by SAQA evaluation. Foreign qualifications

not accompanied by the SAQA evaluation will not be

evaluated and will be disqualified.

without SAQA evaluation certificate will not be

considered.)

Means of verification (b) If the Research Lead holds a foreign

qualification without SAQA evaluation at bid

closing, the bid will be disqualified.

(Bidder to ensure mandatory required document is

submitted, failure to submit the mandatory

requirements will lead to disqualification of the

bid)

9.4 Stage 3: Functionality Evaluation

9.4.1 A minimum score of 75 out of 100 is required to proceed to the next stage

of evaluation.

1. Experience

2. Certified copies of qualifications (foreign qualifications must be evaluated

and approved by SAQA), and

missing or duplicated.

10.1.12 A valid tax clearance certificate or confirmation of pin must be included

in the bid response.

10.1.13 A copy(s) of certificates from the organizations/ bodies that the bidder

is affiliated with must be included in the bid response.

10.1.14 FoodBev SETA reserves the right to call bidders for further

presentations before awarding.

10.1.15 The onus is on the bidder to provide FB SETA with SAQA evaluation

for foreign qualifications provided. Foreign qualifications not

accompanied by SAQA evaluation will not be considered.

10.1.16 Foodbev SETA reserves the right to appoint one or more service

providers for the provision of the required services where deemed

necessary and in the best interest of the organisation.

10.1.17 Foodbev SETA reserves the right to invoke objective criteria, as

contemplated in applicable procurement legislation and Foodbev

Term definitions ........................................................................................... 3

Section a: technical requirements ....................................................... 4

1. Introduction and context ................................................................. 4
2. Purpose .................................................................................................... 4
3. Proposal ................................................................................................. 5
4. Scope of work ....................................................................................... 5
5. Deliverables .......................................................................................... 7
6. Duration................................................................................................... 7
7. Validity period ....................................................................................... 7
8. Pricing requirements .......................................................................... 8
9. Section b: evaluation process ....................................................... 10

9.1 Bid evaluation Process ......................................................................... 10

9.2 Stage 1: Administrative Compliance .................................................... 10

9.3 Stage 2: Mandatory requirements ........................................................ 11

9.4 Stage 3: Functionality Evaluation ......................................................... 12

9.5 Stage 4: Preference Points (80/20 System) .......................................... 15

10. Section c: submission instructions ............................................... 16

10.1 Tender Submission Instructions ........................................................... 16

10.2 Response Format .................................................................................. 18

10.3 Schedule 1: ............................................................................................ 18

10.4 Schedule 2: ............................................................................................ 18

11. Authorisation ...................................................................................... 19
12. Annexures ............................................................................................. 19

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7.1 The Bidder is required to confirm that it will hold its proposal valid for 120 days from

the closing date of the submission of proposals, during which time it will maintain

without change the personnel proposed for the services together with their proposed

rates.

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8.1 Bidders must submit pricing aligned with the activities and deliverables outlined in this

1. Currency: All prices must be quoted in South African Rand (ZAR) and include VAT.
2. Validity: Prices must be valid for 120 days from the closing date of this bid.
3. Resources: Link each cost to specific roles (Project Lead, Team Members) as identified

in your Technical Proposal.

4. Expenses: Indicate what is included. FoodBev SETA will not pay for unspecified "extras."
5. Excel Format: You must submit this pricing schedule in Excel (.xlsx) with all formulas

visible, as well as a signed PDF version.

9. Section b: evaluation process

9.1 Bid evaluation Process

environment. Including SETMIS, grant processes, WSP/ATR reporting and

employer absorption dynamics.

• Excellent: Proposes stratified random sample (≥15%), multi- 20,00

modal tracing (≥3 channels), mixed methods (survey + ≥10

interviews/2 FGDs), clear non-response bias strategy, POPIA

compliance plan, and demonstrates specific knowledge of

10.4.5 A certified copy of the B-BBEE certificate (or an original affidavit signed

by a Commissioner of Oaths regarding the B-BBEE status)

10.4.6 Submission of proof of the bidder’s registration on the CSD (Full

report)

10.4.7 Pricing schedule (Excel and PDF).

10.4.8 All tender submissions must include standard bidding documents

(SBD documents) duly completed and signed.

Note: If a Consortium, Joint Venture or Subcontractor, the documents listed above must be

submitted for each Consortium/ JV member or subcontractor. A consolidated B-BBEE certificate

is required for Joint Venture bidders.

Less than three (3) members 0,00 REQUIRED SUPPORTING DOCUMENTATION: Certified copy of the required NQF level 8 relevant qualification(s). Note that foreign qualifications must be evaluated and approved by SAQA for the bidder to be eligible for points. An Abridged CV for each proposed team member clearly showing their allocated role in the project and their respective relevant experience. Reference checks may be conducted on the above criteria. It is, therefore, the responsibility of the bidder to ensure that the CV and qualifications submitted contains all relevant information.

RESEARCH PROJECT PLAN Bidders must submit a detailed Research Plan demonstrating their capacity to plan, manage and deliver the tracer and impact study in a structured and realistic manner. The plan should include but not limited to: Workplan, Timeline, Risk matrix, Team roles, Budget narrative. Excellent: All elements detailed, realistic and well-sequenced 20,00 20,00 Good: Most elements covered with minor gaps 15,00 Average: Several elements covered, but weak structure or feasibility 10,00 Poor: Plan is superficial, incomplete or missing elements 0,00

RESEARCH PROJECT APPROACH AND METHODOLOGY Research project proposal and approach that demonstrates a comprehensive and relevant approach to the requirements of the specifications. The methodology must demonstrate how the bidder will produce valid, reliable and policy-relevant evidence on learner outcomes and labour-market absorption. 20,00 Submissions must be specific (not generic), include resource and timeline estimates, and show how risks and data-quality issues will be managed. The bidder’s proposed project plan will be evaluated based on how comprehensively it demonstrates an applied understanding of the SETA of 19 Public - Non confidential environment. Including SETMIS, grant processes, WSP/ATR reporting and employer absorption dynamics.

Excellent: Proposes stratified random sample (≥15%), multi- 20,00 modal tracing (≥3 channels), mixed methods (survey + ≥10 interviews/2 FGDs), clear non-response bias strategy, POPIA compliance plan, and demonstrates specific knowledge of SETMIS/WSP/ATR.

Good: The proposed methodology is generally sound. Some 15,00 sections may lack detail or operational clarity, but the proposal still demonstrates an adequate understanding of tracer and impact study requirements.

Average: The methodology is missing important details, 10,00 contains generic descriptions, or lacks clear alignment to SETA tracer and impact study standards. Proposal may not be fully practical for implementation.

Below Average: The methodology is vague, overly generic, 5,00 incomplete or not relevant to a tracer and impact study. The proposal does not provide enough information to assess feasibility or rigour.

Poor: The methodology is vague, overly generic, incomplete 0 or not relevant to a tracer and impact study. The proposal does not provide enough information to assess feasibility or rigour or is copied directly from this TOR without adaptation. TOTAL 100 Bidder must meet the minimum functionality of 75,00 points out of 100 points in order to be evaluated further. Any bid that does not meet the minimum threshold will not move to the next stage of evaluation. 9.5 Stage 4: Preference Points (80/20 System) 9.5.1 Preferential Points System The 80/20 preference points system will be utilized for this bid. This preference points system is for the acquisition of goods or services with a Rand value equal to or below R50 million (VAT inclusive) as follows: Criteria Means of verification Points Price Proposed Bid Price 80.00 Preference points Specific Goals 20.00 Total Points 100.00 9.5.2 The following allocation will determine the specific goals for this tender process: of 19 Public - Non confidential Categories for % of ownership of the Preference Point Specific Goals main tendering entity System 20.00 Points (80/20) Black People 100% 5 Ownership 75% - 99% 4 51% - 74% 3 0 - 50% 0 Women Ownership 100% 5 75% - 99% 4 51% - 74% 3 30% - 50% 2 0 - 29% 0 Black Youth 100% 5 Ownership 75% - 99% 4 51% - 74% 3 30% - 50% 2 0 - 29% 0 People with 100% 5 Disability (PwD) 75% - 99% 4 Ownership 51% - 74% 3 30% - 50% 2 0 - 29% 0 Total 20 9.5.3 Bidders must submit the following documents as a means of verification for

B-BBEE Details: the Codes of Good Practice issued thereunder by the Department of

Trade and Industry

Written offer in a prescribed or stipulated form in response to an invitation

Bid

by FOODBEV SETA for the provision of goods, works or services

Organisation with whom FOODBEV SETA will conclude a contract and

CONTRACTOR potential service level agreement subsequent to the final award of the

contract based on this Request for Bid

The core team are those members who fill the non-administrative

Core team

positions against which the experience will be measured.

DHET Department of Higher Education and Training

DPME Department of Planning Monitoring and Evaluation

A verification of information that has been received during application to

Due diligence

assess the applicant’s operational capacity.

FOODBEV SETA Food and Beverage Manufacturing Sector Education and Training

(“FBS”) Authority

A multidisciplinary team refers to a group of team members from different

Multidisciplinary

academic disciplines, professional fields, or areas of expertise who work

Team

together toward a common objective or research goal.

Original document signed in ink, or Copy of original document signed in

Original bid

ink,

ORIGINALLY To comply with the principle of originally certified, a document must be

CERTIFIED both stamped and signed in original ink by a commissioner of oaths.

SCHEDULE 3A As per the classification by National Treasury these refer to other

ENTITY National public entities

SCM Supply Chain Management

SLA Service Level Agreement

WSP/ATR Workplace Skills Plan/Annual Training Report

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Public - Non confidential

Section a: technical requirements

1. Introduction and context

1.1 The Food and Beverages Manufacturing SETA (“FoodBev SETA”) is a Schedule 3A

Public Entit

10.1.9 The bidder is responsible for all the costs that they shall incur related

to the preparation and submission of the tender document.

10.1.10 Bids submitted by bidders must be signed by a person or persons duly

authorised thereto by a resolution of a Board of Directors (if

applicable), a copy of which Resolution, duly certified, be submitted

with the Tender

10.1.11 Bidders should check the numbers of the pages to satisfy themselves

that none are missing or duplicated. No liability will be accepted by

TECHNICAL QUERIES [email protected]

9. Section b: evaluation process ....................................................... 10

9.1 Bid evaluation Process ......................................................................... 10

9.2 Stage 1: Administrative Compliance .................................................... 10

9.3 Stage 2: Mandatory requirements ........................................................ 11

9.4 Stage 3: Functionality Evaluation ......................................................... 12

9.5 Stage 4: Preference Points (80/20 System) .......................................... 15

DPME Department of Planning Monitoring and Evaluation

9. Section b: evaluation process

9.1 Bid evaluation Process

The Bid evaluation process will be undertaken in accordance with the following staged

Stage 1: Administrative requirements

Stage 2: Mandatory requirement

Stage 3: Functionality evaluation Criteria

Stage 4: The Preferential Procurement Policy Framework Regulation using the 80:20

points system.

9.2 Stage 1: Administrative Compliance

Stage Criteria Requirements

Stage 1 Administrative (b) One (1) electronic copy in PDF format saved on a USB

accompanied by SAQA evaluation. Foreign qualifications

not accompanied by the SAQA evaluation will not be

9.3 Stage 2: Mandatory requirements

Stage Criteria Requirement

Stage 2 Mandatory Requirement an NQF level 9 qualification. The bidder must

SAQA evaluation certificate,