BACKGROUND Fasset is a statutory body established through the Skills Development Act of 1998 to enable its stakeholders to advance the national and global position of the industry for finance, accounting, management consulting and other financial services. The members of a Seta include employers, trade unions, professional bodies, government departments and bargaining councils, where relevant, from each industrial sector. The Seta landscape was revised to 21 Setas in April 2011. The objectives of Fasset are: To develop the competence of employees and potential employees: Improving the quality of life of employees, their prospects of work and labour mobility Improving productivity in the workplace and the competitiveness of employers Promoting self-employment in situations where the sector is experiencing job shrinkage. To increase the levels of investment in education and training and to optimise the return on this investment To position this sector as the sector of career choice for prospective learners and entrants into the labour market To encourage employers and employees to adopt a culture of lifelong learning through: Using the workplace as an active learning environment Providing employees with the opportunities to acquire new skills Providing opportunities for new entrants and potential entrants into the sector labour market and enhancing access to opportunities to gain work experience. To support the objectives of the Employment Equity Act of 1998 To enhance access to learning opportunities and to facilitate the recognition of learning To ensure the quality of education and training in the sector To expand the provision of education and training in this sector through sound partnerships with public and private sector service providers To encourage greater cooperation between the public and private sectors To co-operate with the South African Qualifications Authority and other Setas, in support of the objectives of the Act All the bids by Fasset are intended to promote the objectives of Fasset.
Language Proficiency Punctuality Professionalism Under no circumstances may the speaker share service level aspects of this contract with delegates. For example, drawing attention of delegates to Fasset minimum standards for speaker quality, and the impact this may have on Fasset continuing to use a specific speaker, is prohibited. Fasset shall not pay for any speaker fees related to any cancelled sessions. Fasset is not responsible speaker costs relating to cancelled venues. Incidental costs incurred by the training provider such as telephone costs, laundry etc, are for the account of the training provider. The training provider will be required to driving with the Fasset host (i.e. over 300km from any venue). Fasset hires Category B (usually manual) vehicles. Where no Fasset host attends and hosts the event, the speaker is expected to transport themselves to the venue. Where the venue is in province in which the training provider resides, Fasset will not reimburse/pay for travel. All travel will be arranged by Fasset and the speakers are expected to travel with the Fasset hosts to allow for cost-effective travelling. The trainers may, for smaller training sessions where no Fasset host is present, be required to assist Fasset in terms of the registration and Accommodation outside of the province in the training provider resides. Booking of travel (including flights and car hire) and accommodation outside of the province in which the training provider resides in to be made by Fasset and paid for by Fasset. Fasset expects the service provider to attend to hosting and registration requirements for the smaller venues (i.e. between 20 and 80) delegates). Assign a Fasset representative (or marketing material that may include a DVD) to officially open and close courses where applicable. Provide the training provider with a DVD for the opening of sessions of smaller venues where a Fasset representative will not be present (to be decided after consideration of final registration figures). Approve any changes to the appointment of trainers to specific venues. Cancel any session/s where there are less than 20 registered attendees and advise (where possible) the training provider seven calendar days in advance. Provide the training provider with a host memorandum detailing the logistics for the event and the instructions for the hosting of smaller venues e.g. the procedure of registration of delegates, playing of DVD, etc. It is the responsibility of the speaker to familiarise themselves with the memorandum
Demonstrated capacity/ability to manage a project of this size 5 Contingency planning 5 Capability of to be used / CV’s 60 Expertise in the content of the subject 10 Expertise in facilitation/training 10 CVs of speakers (incl. backup speakers) 35 Appropriateness of speakers (incl. backup speakers) to the Fasset sector 5 Contactable references 10 Detail of assignment, reference letters and contact information from 3 clients for the speakers proposed 5 Detail of assignment, reference letters and contact information from 3 clients for the company proposing 5 FUNCTIONAL CRITERIA MAXIMUM TO BE AWARDED Maximum subtotal for functionality before presentations are held 12 Presentation Experience of prospective contractor 15 Technical approach 20 Capability of staff to be used 65 Maximum subtotal for presentation only 28 Maximum total for functionality and presentations combined 40
Part 7: Preference Points Claim Form in terms of the Preferential Procurement Regulations 2011 Compliance option 1: Bidders than Exempted Micro Enterprises (EME) in terms of the B-BBEE Act must provide proof of their B-BBEE status level in the form of a certificate. Such certificate must be an original or a certified copy (the certification and certification signature must be original) and issued by a SANAS accredited B-BBEE verification agency or IRBA accredited auditor. Compliance option 2: Bidders who qualify as Exempted Enterprises in terms of the B-BBEE Act must submit a certificate issued by a registered auditor, Accounting Officer (as contemplated in the Close Corporation Act, Act No 69 of 1984) or an accredited verification agency providing its status by confirming that the total revenue of the contracting entity does not exceed R5 million in the case of the generic score card or that it does not exceed the thresholds as stipulated and approved by the Sector Codes. Such certificate must be an original or a certified copy (the certification and certification signature must be original). All certificates submitted must be valid at the closing date of the submission. Requirements for a valid Auditor or Accounting Officer certificate are that the following information should be detailed on the face of the certificate: The Auditor’s/Accounting Officer’s letter head with full contact details The Auditor’s/Accounting Officer’s practice number The name and the physical location of the measured entity The registration number and, where applicable, the VAT number of the measured entity The date of issue and date of expiry The B-BBEE Status Level of Contribution obtained by the measured entity The total black shareholding and total black female shareholding. A trust, consortium or joint venture will qualify for points for their B-BBEE status level as an unincorporated entity, provided that the entity submits their consolidated B-BBEE scorecard as if they were a group structure and that such a consolidated B-BBEE scorecard is prepared for every separate tender. Non-compliance may result in a bidder scoring zero (0) for this element. (0) for this element. Part 8: Invitation to Bid Bidders must complete, sign and return the full “Invitation to Bid” document. Bids submitted without a completed and signed Invitation to Bid may be deemed to be Part 9: Technical approach Bidders must submit a description of the methodology and approach that will be used to perform the work as set out in the of Reference. This methodology and approach