1. Fasset Compulsory Briefing Session 25/02/2015 FAS/TL/PD/BP/CON0695/Y15

2. AGENDA Fasset Briefing Session FAS/TL/PD/BP/CON0695/Y15

3. Agenda Fasset Briefing Session FAS/TL/PD/BP/CON0667/Y15 11:00 – 11:15Registration 11:15 – 11:30Fasset Overview 11:30 – 11:45 COMPULSORY: General Guidelines To Tendering With Fasset + Q&A 11:45 – 12:30FAS/TL/PD/BP/CON0695/Y15 PIVOTAL AND NON-PIVOTAL PROGRAMMES THAT WILL LEAD TO THE COMPLETION OF ACADEMIC AND/OR PROFESSIONAL BODY QUALIFICATIONS OR DESIGNATIONS + Q&A

4. Fasset Strategy Fasset Briefing Session FAS/TL/PD/BP/CON0695/Y15

5. Fasset Seta Pipeline Approach Fasset Update January 2015

6. No.INTERVENTION Rand value (Millions) Pipeline imperative NQF Level 1 Bridging programmes for access into higher education Approx. R 5,6m Access, entry level to academic 4/5 2 Programmes that lead to academic and/or professional body qualifications /designations in any sector of the economy including the Fasset sector Approx. R 30m of a total of R 90m Academic exit level6-8 4 Bridging programmes for access into employment Approx. R 84m Training, entry level to employment 6-7 Total179,6 Board Strategy Briefing Session FAS/TL/PD/BP/CON0667/Y15

7. Board Strategy:Learning Programme Alignment: Scarce skills Programmes which will address the top ten scarce skills needs in any sector of the economy including the Fasset sector (For example, Trainee Accountants) √ Black learnersAfrican √ South African citizens √ NQF levels 6 - 8Academic Programmes (PIVOTAL & NON-PIVOTAL) √ Board Strategy Briefing Session FAS/TL/PD/BP/CON0667/Y15

8. Fasset Update Fasset’s Strategy 2014 / 2015 Fasset continues to focus on relationships with specific stakeholders in order to extend the skills development reach in implementing a career pipeline approach Professional bodies Universities and Universities of Technology Ensuring a provincial footprint, focus on rural areas Acting as an ‘incubator’ of skills across all sectors in the economy (not only for the Fasset employers) Transformation of the demographic profile of the finance and accounting sector (long-term objective) Employers to be rewarded via grants January 2015

9. Fasset Update Lifelong Learning Calendar Only firms registered with Fasset will be able to register for the events (SDL and NLP payers) This calendar is subject to change January 2015

10. Fasset Update Tools Fasset website: www.fasset.org.zawww.fasset.org.za On the website you can gain access to the following: −Download all the application forms you are required to complete for the grants −Latest Fasset information −List of all the relevant Fasset contacts −List of Fasset learnerships −Apply for Mandatory Grant online −Lifelong Learning calendar January 2015

11. Thank You Fasset Briefing Session FAS/TL/PD/BP/CON0695/Y15

12. Compulsory Briefing Fasset Briefing Session FAS/TL/PD/BP/CON0695/Y15

13. General Instructions to Bidders Fasset Briefing Session FAS/TL/PD/BP/CON0695/Y15

14. Instructions General notes related to the Briefing Session Attendance registers: Each bidder MUST sign the technical session register. In addition to the signed register, each bidder will be issued with a colour coded letter of attendance with a Fasset stamp and a Fasset signature. This letter of attendance must be included in your original copy of your bid submission! Minutes of the briefing session will be emailed to all attendees 3 days after the briefing session. Fasset Briefing Session FAS/TL/PD/BP/CON0667/Y15

15. Instructions General notes related to the Briefing Session Bidders are reminded: Telephonic requests for clarification will not be accepted. Any clarification required by a bidder regarding the meaning or interpretation of the Terms of Reference, or any other aspect concerning the bid is to be requested in writing via email from Tania Lee (tania.lee@fasset.org.za).tania.lee@fasset.org.za A reply will be forwarded within three (1) working day. All questions and answers will be published on the Fasset website as appropriate and e-mails will be sent to all prospective bidders after the cut-off date, for queries ie 16:00 on Monday, 2 nd March 2015. The bid reference number should be quoted in all correspondence. - FAS/TL/PD/BP/CON0695/Y15 Fasset Briefing Session FAS/TL/PD/BP/CON0667/Y15

16. Instructions CONDITIONS AND INSTRUCTIONS THAT BIDDERS NEED TO TAKE NOTE OF: One (1) original plus four (4) hard copies as well as one (1) soft copy (CD or Memory Stick) of the bid, i.e. five (5) documents and a CD or Memory Stick be handed in/delivered to the address on the bid document. (Soft copy must be in Word or writable PDF!)* Only bids that are submitted as one (1) original plus four (4) hard copies will be accepted as valid and responsive. The original and copies will be distributed to the tender evaluation panel, and must contain the same information and must all be neatly marked and professionally presented. NB: Bidders must indicate on the cover of each document whether it is the original or a copy. Copies must be numbered, e.g. Copy 1. Fasset Briefing Session FAS/TL/PD/BP/CON0667/Y15

17. Instructions CONDITIONS AND INSTRUCTIONS THAT BIDDERS NEED TO TAKE NOTE OF: Bids should be submitted in a sealed envelope, marked with: Bid number FAS/TL/PD/BP/CON0695/Y15 Thursday, 5 th March 2015 (at 11:00). The name and address of the bidder Documents submitted on time by bidders shall not be returned. Bids received late shall not be considered. A bid will be considered late if it arrived even one second after 11:00 or any time thereafter. The tender (bid) box shall be locked at exactly 11:00 and bids arriving late will not be considered under any circumstances. Bids received late shall be returned unopened to the bidder. Bidders are therefore strongly advised to ensure that bids be despatched allowing enough time for any unforeseen events that may delay the delivery of the bid. Fasset Briefing Session FAS/TL/PD/BP/CON0667/Y15

18. Instructions SECTION A Please note Section A should NOT be submitted with the proposal. The following areas are included to guide your proposal. Background / Conditions & Instructions GENERAL CONDITIONS OF CONTRACT The General Conditions of Contract must be accepted. The GCC can be downloaded from the Fasset website. Please refer to link below: http://www.fasset.org.za/Procurement/Procurement.aspx http://www.fasset.org.za/Procurement/Procurement.aspx NB: Universities and UoTs should alert legal departments immediately of the intention to bid… TERMS OF REFERENCE (TOR) (Page 13) EVALUATION PROCESS (Page 22 - 24) CONTRACT FORMS (Page 27 - 28) Fasset Briefing Session FAS/TL/PD/BP/CON0667/Y15

19. SECTION B To be completed and submitted as part of the proposal Fasset Briefing Session FAS/TL/PD/BP/CON0695/Y15

20. SECTION B Submission template with guidelines. Bidder details required. Pre-compliance checklist to be completed (NEW). Proof of registration and accreditation Fasset Briefing Session FAS/TL/PD/BP/CON0667/Y15

21. SECTION B 1 Section B 1 has been separated into unique parts (p 35). The document has been indexed for the bidder’s convenience. Each part is prefaced by a cover page with tick boxes where bidders must indicate compliance and understanding of the requirement. Fasset Briefing Session FAS/TL/PD/BP/CON0667/Y15

22. Declarations  Letter of Attendance  Tax Clearance Certificate (TCC) **  Company Registration documents  Invitation to Bid  Declaration of Interest  Declaration of past SCM Practices…  …  Local Content This form has to be completed if providers intend to provide promotional items to learners on their programme(s); Whatever is stipulated on the form at the time of submission will be valid for the term of the contract. Fasset Briefing Session SECTION B 1 FAS/TL/PD/BP/CON0667/Y15

23.  SARS Tax Clearance Certificate(s) ** An original valid SARS Tax Clearance Certificate must accompany the proposal and must be valid at the date of closing of the bid. In case of a consortium/ joint venture, or where sub- contractors are utilised, an original valid SARS Tax Clearance Certificate for each consortium/ joint venture member and/or sub-contractor (individual) must be submitted. The certificate requirements page should not be returned as part of the submission. Fasset Briefing Session SECTION B 1 FAS/TL/PD/BP/CON0667/Y15

24. SPECIAL CONDITIONS OF BID AND CONTRACT The bidder must clearly state if a deviation from these special conditions are offered and the reason therefore. If an explanatory note is provided, the paragraph reference must be indicated in a supporting appendix to the application submission. Should the bidder fail to indicate agreement/ compliance or otherwise, Fasset will assume that the bidder is in compliance or agreement with the statement(s) as specified in this bid. Bidders must complete, sign and return the Special Conditions of Bid and Contract. Bids submitted without a completed Special Conditions of Bid form may be deemed to be non-responsive. INTELLECTUAL PROPERTY, INVENTIONS AND COPYRIGHT Copyright of all documentation relating to this contract belongs to Fasset. No bidder may disclose any information, documentation or products to other clients without the written approval of the accounting authority or the delegate. Fasset Briefing Session SECTION B 1 FAS/TL/PD/BP/CON0667/Y15

25. ADDITIONAL INFORMATION REQUIREMENTS During evaluation of the bids, additional information may be requested in writing from bidders. Replies to such request must be submitted, within 1 (one) working day or as otherwise indicated. Failure to comply, may lead to your bid being disregarded. No additional information will be accepted from any individual bidder without such information having been requested. FORMAT OF BIDS Bidders must complete all the necessary bid documents and undertakings required in this bid document. Bidders are advised that their proposal should be concise, written in plain English and simply presented. Fasset Briefing Session NB: Please take special care to ensure that your submission is professionally bound! SECTION B FAS/TL/PD/BP/CON0667/Y15

26. SECTION B 2 Section B 2 has been separated into unique parts. The document has been indexed for the bidder’s convenience. Each part is prefaced by a cover page with tick boxes where bidders must indicate compliance and understanding of the requirement.  Company Profile (P 76)  Executive Summary (P 77)  Project Plan; * Project Manager**  Technical Proposal ** including Recruitment and Placement Strategy  Risk Register & Mitigations (P 83)  References  CVs including Summary of Role Players with relevant experience!  Pricing Schedule: (Benchmark costs) Use the template provided! Fasset Briefing Session FAS/TL/PD/BP/CON0667/Y15

27. Supply Chain Management (SCM) Limited Bid Fasset Briefing Session FAS/TL/PD/BP/CON0695/Y15

28. SCM Process Potential Providers access documentation by: Downloading from Fasset's websiteRequest via email from Fasset Fasset advertisement appears in: The Fasset website Fasset Briefing Session FAS/TL/PD/BP/CON0667/Y15

29. SCM Process Round 1: Compliance Each submission is checked for compliance. i.e. Does the submission contain the required documentation? Is the programme at the correct level? Fasset Briefing Session FAS/TL/PD/BP/CON0667/Y15

30. SCM Process Round 2: Functionality Each submission is evaluated by the bid evaluation committee according to the evaluation criteria indicated in the bid document. It is therefore important to ensure that your submission addresses all the items included in the evaluation criteria and providers are urged to note the weighting that is attached to each criterion. A score is allocated to each submission and if the document scores more than the minimum requirement for functionality e.g. 70%, it will move to the next round in the evaluation process. Fasset Briefing Session FAS/TL/PD/BP/CON0667/Y15

31. SCM Process Round 3: Pricing and B-BBEE points Each submission with a functionality score of more than the minimum required, will then be on equal footing. The proposed price and B-BEE compliance are the only aspects taken into account in this round. The final evaluation score is calculated on either the 80/20 or 90/10 principle (as indicated in the bid document). The submission that scores the highest in this round will be awarded the tender or it may be a lower scoring bid on justifiable grounds or no award at all. Fasset Briefing Session FAS/TL/PD/BP/CON0667/Y15

32. SCM Process COMBINING PRICE AND B-BBEE POINTS It is important to note that the BEC may recommend that the contract be awarded to a bidder obtaining the highest aggregate mark or to a lower scoring bid on justifiable grounds. Fasset Briefing Session FAS/TL/PD/BP/CON0667/Y15

33. Board Procurement Committee (BPC) Fasset Briefing Session FAS/TL/PD/BP/CON0695/Y15

34. SCM Process ADJUDICATION OF BID Successful / unsuccessful bidders will be notified either via email and / or telephonically. The names of successful bidders will also be advertised in the Government Gazette and on the Fasset website. Contracting will follow. Fasset Briefing Session FAS/TL/PD/BP/CON0667/Y15

35. SCM QUESTIONS Fasset Briefing Session FAS/TL/PD/BP/CON0667/Y15

36. Briefing Session FAS/TL/PD/BP/CON0695/Y15 Fasset Briefing Session FAS/TL/PD/BP/CON0695/Y15

37. Tender Objectives NQF 6 - 8 OVERALL OBJECTIVE Fasset requires the services of one or more suitably qualified service providers (from public Universities and Universities of Technology as listed by DHET and Professional Bodies). Providers should be located in South Africa and may propose PIVOTAL and NON-PIVOTAL programmes on NQF levels 6 – 8. Fasset Briefing Session FAS/TL/PD/BP/CON0667/Y15

38. Tender Objectives NQF 6 - 8 OVERALL OBJECTIVE For Public Universities and Universities of Technology: Programmes for undergraduates students: Progression from one academic year to another e.g. 1 st to 2 nd year, and/or from 2 nd to 3 rd year and/or from 3 rd to 4 th year. (Programmes may address any one part or multiple parts of the academic progression route where a blockage(s) is identified.) The proposed programmes must show an increase in throughput rates of at least 10% higher than that of similar candidates in previous years. OR For final year students: Completion of a qualification and placement of 70% of the candidates (see definition of placement in the glossary). Fasset Briefing Session FAS/TL/PD/BP/CON0667/Y15

39. Tender Objectives NQF 6 - 8 OVERALL OBJECTIVE: ACADEMIC Fasset Briefing Session FAS/TL/PD/BP/CON0667/Y15 1 st Year2 nd Year3 rd Year 4 th Year Employment Intervention Increased throughput Through assessment! Intervention Increased throughput Through assessment! Increased throughput & Placement! OR Increased throughput & Placement! Intervention

40. Tender Objectives NQF 6 - 8 OVERALL OBJECTIVE For all bidders: Completion of a professional body qualification and placement where appropriate: The proposed programme(s) must show a significant increase in throughput rates of at least 10% higher than that of similar candidates in previous years; OR Attainment of a Professional Body designation as obtained via an assessment process: The proposed programme must show a significant increase in throughput rates of at least 10% higher than that of similar candidates in previous years. NB: If the programme is aimed at unemployed candidates then a minimum of 70% of the candidates must be placed into the workplace in fulltime employment. Fasset Briefing Session FAS/TL/PD/BP/CON0667/Y15

41. Tender Objectives NQF 6 - 8 OVERALL OBJECTIVE: PROFESSIONAL BODY Fasset Briefing Session FAS/TL/PD/BP/CON0667/Y15 Level 1Level 2Level 3 Level 4 PB Qualification Employment Intervention Increased throughput Through assessment! Intervention Increased throughput Through assessment! Increased throughput Through assessment! Increased throughput Through assessment! Intervention PB Designation Employment

42. Tender Objectives NQF 6 - 8 QUESTIONS Fasset Briefing Session FAS/TL/PD/BP/CON0667/Y15