Tender Briefing Session QLP/2011/0001 Management of the W&RSETA Bursary Fund

Bid detail: Tender NameWSP/ ATR 5 year Impact Study Tender Reference Number RES/WSP/0411/01 DescriptionWSP/ ATR 5 year Impact Study Closing Date04 August 2010 Closing Time11:00 Compulsory Briefing Session 14 July 2010 at 10:00 at the W&RSETA Head Office Agenda 1.Welcome and Opening Mushtaq Wajoodeen 2.Overview of Project 3.Submission Requirements and Compliance 4.Q&A Mushtaq Wajoodeen & Andile Sipengane 5.ClosureMushtaq Wajoodeen Management of the W&RSETA Bursary Fund

Bid detail: Tender NameWSP/ ATR 5 year Impact Study Tender Reference Number RES/WSP/0411/01 DescriptionWSP/ ATR 5 year Impact Study Closing Date04 August 2010 Closing Time11:00 Compulsory Briefing Session 14 July 2010 at 10:00 at the W&RSETA Head Office Management of the W&RSETA Bursary Fund Overview of Project Objective Objective Aims Scope of Work Expected Outcomes and Deliverables Project Management and Mentoring

Bid detail: Tender NameWSP/ ATR 5 year Impact Study Tender Reference Number RES/WSP/0411/01 DescriptionWSP/ ATR 5 year Impact Study Closing Date04 August 2010 Closing Time11:00 Compulsory Briefing Session 14 July 2010 at 10:00 at the W&RSETA Head Office Management of the W&RSETA Bursary Fund Objectives The project is to be rolled out over a year period for a total of 1000 learners already registered on qualifications addressing Wholesale and Retail sector scare skills. Administration of this programme will be managed and monitored by an outsourced organisation.

Bid detail: Tender NameWSP/ ATR 5 year Impact Study Tender Reference Number RES/WSP/0411/01 DescriptionWSP/ ATR 5 year Impact Study Closing Date04 August 2010 Closing Time11:00 Compulsory Briefing Session 14 July 2010 at 10:00 at the W&RSETA Head Office Management of the W&RSETA Bursary Fund Aims Provision of the financial assistance in pursuing their studies which are within the Wholesale and Retail sector or a related field of which must be identified as scare Skills Development initiative addressing scare skill in the Wholesale and Retail sector Development of partnerships with institutions of higher learning thus promoting further development of qualifications addressing scare skills in the Wholesale and Retail sector Promote Retail as a career of choice Create an opportunity for the underprivileged to access high level education for better employment prospects The estimated bursary amount for the project is to the value of R per learner These will include but not limited to intuition fee, books, accommodation and meals

Scope of Work A.Recruitment of candidates Identify and maintaining relationship with schools / institutions on a national basis for the purpose of marketing and recruitment Marketing and Advertising of careers / clients Screening of applications on paper and by means of structured preliminary interviews Short listing of candidates according to client criteria based on the W&RSETA scare skills guide Logistical arrangements of all final interviews Management of the W&RSETA Bursary Fund

Scope of Work B. Student liaison and development activities Management and monitoring of academic progress and provision of academic support where necessary Collection and interpretation of results Bi-annual student visits to conduct learner group sessions Placement of learners for vacation work and practical training Liaison with institutional departments and staff Provision of career counselling and learner support Provision of life skills training to a minimum of 5 life skills however not limited to: 1. Personal Financial Management 2.Time Management 3.Study skills 4.Problem solving and decision making 5.Team work

Management of the W&RSETA Bursary Fund Scope of Work C. Administration of awards Contracting o Enforcement of contractual obligations Personal Records o Comprehensive student database capable of producing profiles, listings, statistics etc o Electronic filing system for all critical documents o Collection of results Financials o Preparation of budgets, reconciliations, variances and other financial reports o Payment of all fees to institutions and allowances to approved learners D. Close out Report

Expected Outcomes and Deliverables Disbursement of funds Project Management Learner placement for internships Facilitate permanent job placement in the Wholesale and Retail sector for successful learners Quarterly reporting to the W&RSETA Provision of career counselling and learner support for the duration of studies Develop and maintain a learner, institution and employer database Implementation of an approved marketing and communication plan Management of the W&RSETA Bursary Fund

ProcessDescription Time Management The approved project timelines shall be regularly adhered to and monitored Cost Management The monthly report in a agreed format will record expenses on this project, all cost incurred must be within the approved project budget Quality Management Quality assurance will be maintained through regular meetings via the W&RSETA Bursary steering committee Change Management Any changes within the project must be recorded using a prescribed Change Request Form and such approval would need to be authorized by the W&RSETA Board No changes will be effected/ implemented/ actioned without the relevant prior approval Risk Management The details of each risk will be summarized in a Risk register to enable the Project Manager to monitor and control the status of the risks throughout the project Management of the W&RSETA Bursary Fund

Issue Register An issue is an adverse event that has occurred and has the potential of jeopardizing the success of the project All issues will be documented using prescribed issue forms The details of each issue will be summarized in an Issue Register to enable the W&RSETA Bursary Steering Committee to monitor and control the status of the Issues throughout the project Acceptance Management The W&RSETA Bursary Steering Committee will certify performance in terms of the contract Report Management The W&RSETA Bursary Steering Committee will meet once every 2 months (Bi-monthly) throughout the duration of the project to discuss: o Progress to date o Financial Statements reconciliation o W&RSETA Bursary Steering Committee will be supplied with regular progress reports o Monthly progress reports will be on the 7 th of each month o Any changes required to ensure project success o Current risks and issues Management of the W&RSETA Bursary Fund

Compliance Information and Submission Requirements Tender Details Tender Evaluation Process Standard Documentation Criteria and Submission Requirements Preference and Price Points

Tender Details Tender NameManagement of the W&RSETA Bursary Fund Tender Reference NumberQLP/2011/0001 DescriptionManagement of the W&RSETA Bursary Fund Closing Date25 July 2011 Closing Time11:00 Submission Details The Executive Manager: SCM W&RSETA House 224 Witch-Hazel Avenue Highveld Technopark Centurion, Pretoria Management of the W&RSETA Bursary Fund

Tender Evaluation Process Phase 1Administration and Critical Criteria Phase 2Technical Evaluation Phase 3Pricing and Preference Points Phase 4Presentation Phase 5Award Phase 6Contracting Phase 7Notification of Award Phase 8Implementation Management of the W&RSETA Bursary Fund

Standard Documentation DocumentDescriptionNote SBD01Invitation to TenderComplete in full SBD02Tax clearance requirements Only valid original tax clearance certificate acceptable SBD04Declaration of Interest Complete in full SBD06Preference point claim form Complete in full SBD08 Declaration of bidders past Supply Chain Management Practices Complete in full TORTerms of referenceRead ECEvaluation Process and CriteriaRead GCCGeneral Conditions of ContractInitial each page Management of the W&RSETA Bursary Fund

Packaging of Tender Documents for Submission The following information must be clearly indicated on the envelope in which the Tender is submitted: The Tender name and number The name of the bidder The contact details of the bidder (including the address) Original or Copy Clearly Indicate the contents of the Envelope / Document Submitted Compliance documentation (Separate Envelope / Binded Separately) Technical Documentation (Separate Envelope / Binded Separately) Price Documentation (Separate Envelope / Binded Separately) Management of the W&RSETA Bursary Fund

Tender Name: Management of the W&RSETA Bursary Fund Tender Reference: QLP/2011/0001 Management of the W&RSETA Bursary Fund Document number Document Description 1Compliance Documents Invitation to tender Valid original Tax Clearance Certificate Declaration of Interest Preference Point claim form Declaration of past SCM practices General Conditions of Contract 2Technical Documents Registration with the relevant financial board Capacity to deliver according to scope Specialized IT Systems for bursary disbursement 3Price DocumentsSchedule A- Scope of Work Schedule B- Additional Other Schedule C- Total Cost NB: Documents to be submitted in a separate envelope

CriterionSubmission Requirements Critical Criteria Points Registration with the relevant financial board i.e. Financial Services Board Proof of registration Y0 Capacity to deliver according to scope Demonstrating the ability to meet timelines Must have successfully implemented a similar project Project implementation plan Ability to recruit employers for learner placement Project Management experience and expertise Resource capacity to deliver the programme Capacity to deliver nationally N50 Specialized IT Systems for bursary disbursement Proof of Financial, Contractual, Learner Administration, Learner Tracking and Monitoring System N50 Total 100 Management of the W&RSETA Bursary Fund Criteria and Submission Requirements

Preference Points and Price Points Description Critical Criteria Points Preference PointsN10 Pricing N90 Minimum Technical Threshold 80% Total100 Management of the W&RSETA Bursary Fund Proposals that do not comply to critical criteria will be eliminated from further evaluation

Pricing Detailed cost breakdown structure linked to the implementation plan Additional other costs related to the project be listed and included under additional other Pricing completed on the standard template Pricing inclusive of any applicable VAT Management of the W&RSETA Bursary Fund

Presentations Should presentations be required: The necessary invitations may be limited to the shortlisted top 3 scoring providers Management of the W&RSETA Bursary Fund

All bidders will be notified of the outcome of this tender Management of the W&RSETA Bursary Fund

All queries must be in writing and directed to: Fax: Management of the W&RSETA Bursary Fund

THANK YOU ! Management of the W&RSETA Bursary Fund