1. Tender Briefing Session The Development of Monitoring and Evaluation Tool CQO/2013/0004

2. 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 OpeningMushtaq Wajoodeen 2.Overview of ProjectAndile Sipengane 3.Submission Requirements and Compliance Mushtaq Wajoodeen 4.Q & A Andile Sipengane & Mushtaq Wajoodeen 5ClosureMushtaq Wajoodeen The Development of Monitoring and Evaluation Tool

3. 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 Overview of Project Objectives Background to Project Project Aim Scope of Work Expected Objectives The Development of Monitoring and Evaluation Tool

4. 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 Background to Project The Wholesale and Retail Sector Education and Training Authority (W&RSETA) seeks to appoint a service provider to undertake the following deliverables: Monitoring and Evaluation Framework Monitoring and Evaluation Policy Capacity building of W&RSETA staff Train-the-trainer guide A clearly articulated in the NSDSIII that SETA’s must conduct consistent monitoring and evaluation to ensuring a culture of continuous improvement. It is important to evaluate the impact of the initiatives of the strategy and ensure that the programmes provided meet the required quality and relevance. This can be done through an effective monitoring and evaluation system. The Development of Monitoring and Evaluation Tool

5. 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 Project Purpose The main purpose is to develop a monitoring and evaluation framework for the W&RSETA that will be aligned with best practice. The Development of Monitoring and Evaluation Tool

6. Scope of Work The scope of the project includes but not limited to: 1.Establish and package the monitoring and evaluation framework integrating all existing tools, systems and procedures 2.Introduce data collection techniques, formats and guidelines 3.Consultation with relevant Business Unit Management (BUM) 4.Develop performance indicators in line with best practice 5.Develop monitoring, verification and evaluation policy 6.Develop monitoring, verification and evaluation reporting tools 7.Develop the train-the-trainer guide 8.Capacity building of W&RSETA staff

7. 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 The Development of Monitoring and Evaluation Tool Expected Objectives 1.Development of a standardized policy and procedural framework for Monitoring and Evaluation 2.Introduce data collection techniques, formats, templates and guidelines 3.Develop monitoring, verification and evaluation framework 4.Develop monitoring, verification and evaluation policy 5.Develop train-the-trainer guide 6.Capacity building of W&RSETA staff 7.Provide input into the monitoring and evaluation framework for skills development providers and assessment centres

8. Tender Details Tender NameThe Development of Monitoring and Evaluation Tool Tender Reference NumberCQO/2013/0004 DescriptionThe Development of Monitoring and Evaluation Tool Closing Date23 August 2013 Closing Time11:00 Submission Details The WRSETA Head Office The Executive Manager: SCM Riverside Office Park 1303 Heuwel Avenue Cnr. Lenchen South and Heuwel Avenues Centurion The Development of Monitoring and Evaluation Tool

9. 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 Submission Requirements and Compliance Information Tender Details Tender Evaluation Process Standard Documentation Evaluation Process and Criteria Preference and Price Points Presentations The Development of Monitoring and Evaluation Tool

10. Tender Evaluation Process Phase 1Administration and Critical Criteria Phase 2Technical Evaluation Phase 3Pricing and Preference Points Phase 4Presentation (If applicable) Phase 5Award Phase 6Contracting Phase 7Notification of Award Phase 8Implementation The Development of Monitoring and Evaluation Tool

11. Standard Documentation DocumentDescriptionNote SBD 01Invitation to TenderComplete in full SBD 02Tax clearance requirements Only valid original tax clearance certificate acceptable SBD 04Declaration of InterestComplete in full SBD 6.1 Preference point claim form B-BBEE Certificate Complete in full Original or certified valid copy SBD 08 Declaration of bidders past Supply Chain Management Practices Complete in full SBD 09Certificate of Independent Bid DeterminationComplete in full TORTerms of referenceRead ECEvaluation Process and CriteriaRead GCCGeneral Conditions of ContractInitial each page The Development of Monitoring and Evaluation Tool

12. 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 e-mail address) Original and 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) The Development of Monitoring and Evaluation Tool NB: Non compliance to the above may render your bid as non-responsive

13. NumberDocument Description 1Compliance Documents Invitation to tender Valid Original Tax Clearance Certificate Declaration of Interest Preference Point Claim form and BBBEE certificate Declaration of past SCM practices Certificate of Independent Bid Determination General Conditions of Contract 2Technical Documents Experience and Expertise Project Management, Methodology and Approach 3Price Documents Schedule A- Scope of work Schedule B- Total Cost The Development of Monitoring and Evaluation Tool

14. Critical Criteria Bids submitted that do not comply with the following will not be considered for evaluation: Tax Clearance Certificate A valid original tax clearance certificate must be submitted Prescribed / Submission format All bids must be submitted on the official (SBD) forms- not re- typed or hand written Bids must be submitted in the prescribed format with the requested number of copies with the Technical Document separately submitted from the Compliance and Price Document Critical and Submission Requirements The Development of Monitoring and Evaluation Tool Note: An original or certified valid copy of the B-BBEE Certificate must be submitted

15. Critical and Submission Requirements The Development of Monitoring and Evaluation Tool CriteriaSubmission Requirement(s) Critical Criteria Weight A)Tax Clearance Certificate/Confirmation of VAT exemption  Original Documentation Y0 B) Submission of bid documentation in the prescribed format  Please refer to Cover page and guidelines of the bid documentation Y0

16. The Development of Monitoring and Evaluation Tool CriteriaSubmission Requirement(s) Critical Criteria Weight C) Experience, Expertise and Capacity Building  Provider must have at least 3 year’s experience in research fraternity in monitoring and evaluation  Proven track record of engagement in similar work  Detailed CV’s of team members, with relevant experience and contactable references  Contactable references with submission of three recommendation letters (within the last three year period)  Proof of capacity to deliver the quality of service on time and good understanding of project management N30

17. The Development of Monitoring and Evaluation Tool CriteriaSubmission Requirement(s) Critical Criteria Weight D) Project Management, Approach and Methodology  Detailed project implementation plan (approach, methodology, timeframes, deliverable, resources etc.) N70 Technical Evaluation Threshold 80% Total Score 100

18. Pricing Detailed cost breakdown structure linked to the implementation plan Pricing inclusive of any applicable VAT The Development of Monitoring and Evaluation Tool

19. Presentations Should presentations be required: The necessary invitations will be limited to the shortlisted 3 providers The Development of Monitoring and Evaluation Tool

20. All bidders will be notified of the outcome of this tender The Development of Monitoring and Evaluation Tool

21. All queries must be in writing and directed to: tenders@wrseta.org.za Fax: 086 506 6986 The Development of Monitoring and Evaluation Tool

22. THANK YOU ! The Development of Monitoring and Evaluation Tool