tender briefing session the development of monitoring and evaluation tool cqo/2013/0004

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

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Tender Briefing Session The Development of Monitoring and Evaluation Tool CQO/2013/0004. The Development of Monitoring and Evaluation Tool. The Development of Monitoring and Evaluation Tool. The Development of Monitoring and Evaluation Tool. The Development of Monitoring and Evaluation Tool. - PowerPoint PPT Presentation

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

Tender Briefing Session

The Development of Monitoring and Evaluation Tool

CQO/2013/0004

Page 2: Tender Briefing Session The Development of Monitoring and Evaluation Tool  CQO/2013/0004

Bid detail:

Tender Name WSP/ ATR 5 year Impact Study

Tender Reference Number

RES/WSP/0411/01

Description WSP/ ATR 5 year Impact Study

Closing Date 04 August 2010

Closing Time 11:00

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 Andile Sipengane

3. Submission Requirements and Compliance Mushtaq Wajoodeen

4. Q & AAndile Sipengane

& Mushtaq Wajoodeen

5 Closure Mushtaq Wajoodeen

The Development of Monitoring and Evaluation Tool

Page 3: Tender Briefing Session The Development of Monitoring and Evaluation Tool  CQO/2013/0004

Bid detail:

Tender Name WSP/ ATR 5 year Impact Study

Tender Reference Number

RES/WSP/0411/01

Description WSP/ ATR 5 year Impact Study

Closing Date 04 August 2010

Closing Time 11:00

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

Page 4: Tender Briefing Session The Development of Monitoring and Evaluation Tool  CQO/2013/0004

Bid detail:

Tender Name WSP/ ATR 5 year Impact Study

Tender Reference Number

RES/WSP/0411/01

Description WSP/ ATR 5 year Impact Study

Closing Date 04 August 2010

Closing Time 11:00

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

Page 5: Tender Briefing Session The Development of Monitoring and Evaluation Tool  CQO/2013/0004

Bid detail:

Tender Name WSP/ ATR 5 year Impact Study

Tender Reference Number

RES/WSP/0411/01

Description WSP/ ATR 5 year Impact Study

Closing Date 04 August 2010

Closing Time 11:00

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 bealigned with best practice.

The Development of Monitoring and Evaluation Tool

Page 6: Tender Briefing Session The Development of Monitoring and Evaluation Tool  CQO/2013/0004

The Development of Monitoring and Evaluation Tool

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 guidelines3. Consultation with relevant Business Unit Management (BUM)4. Develop performance indicators in line with best practice5. Develop monitoring, verification and evaluation policy6. Develop monitoring, verification and evaluation reporting tools7. Develop the train-the-trainer guide8. Capacity building of W&RSETA staff

Page 7: Tender Briefing Session The Development of Monitoring and Evaluation Tool  CQO/2013/0004

Bid detail:

Tender Name WSP/ ATR 5 year Impact Study

Tender Reference Number

RES/WSP/0411/01

Description WSP/ ATR 5 year Impact Study

Closing Date 04 August 2010

Closing Time 11:00

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 guidelines3. Develop monitoring, verification and evaluation framework4. Develop monitoring, verification and evaluation policy5. Develop train-the-trainer guide6. Capacity building of W&RSETA staff7. Provide input into the monitoring and evaluation framework for skills development providers and

assessment centres

Page 8: Tender Briefing Session The Development of Monitoring and Evaluation Tool  CQO/2013/0004

 

Tender Details

Tender Name The Development of Monitoring and Evaluation Tool

Tender Reference Number CQO/2013/0004

Description The Development of Monitoring and Evaluation Tool

Closing Date 23 August 2013

Closing Time 11:00

Submission Details

The WRSETA Head OfficeThe Executive Manager: SCMRiverside Office Park1303 Heuwel AvenueCnr. Lenchen South and Heuwel AvenuesCenturion

The Development of Monitoring and Evaluation Tool

Page 9: Tender Briefing Session The Development of Monitoring and Evaluation Tool  CQO/2013/0004

Bid detail:

Tender Name WSP/ ATR 5 year Impact Study

Tender Reference Number

RES/WSP/0411/01

Description WSP/ ATR 5 year Impact Study

Closing Date 04 August 2010

Closing Time 11:00

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

Page 10: Tender Briefing Session The Development of Monitoring and Evaluation Tool  CQO/2013/0004

 Tender Evaluation Process

Phase 1 Administration and Critical Criteria

Phase 2 Technical Evaluation

Phase 3 Pricing and Preference Points

Phase 4 Presentation (If applicable)

Phase 5 Award

Phase 6 Contracting

Phase 7 Notification of Award

Phase 8 Implementation

The Development of Monitoring and Evaluation Tool

Page 11: Tender Briefing Session The Development of Monitoring and Evaluation Tool  CQO/2013/0004

Standard Documentation

 

Document Description Note

SBD 01 Invitation to Tender Complete in full

SBD 02 Tax clearance requirementsOnly valid original tax clearance certificate acceptable

SBD 04 Declaration of Interest Complete in full

SBD 6.1Preference point claim formB-BBEE Certificate

Complete in fullOriginal or certified valid copy

SBD 08Declaration of bidders past Supply Chain Management Practices

Complete in full

SBD 09 Certificate of Independent Bid Determination Complete in full

TOR Terms of reference Read

EC Evaluation Process and Criteria Read

GCC General Conditions of Contract Initial each page

The Development of Monitoring and Evaluation Tool

Page 12: Tender Briefing Session The Development of Monitoring and Evaluation Tool  CQO/2013/0004

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

Page 13: Tender Briefing Session The Development of Monitoring and Evaluation Tool  CQO/2013/0004

Number Document Description

1 Compliance Documents

Invitation to tenderValid Original Tax Clearance CertificateDeclaration of InterestPreference Point Claim form and BBBEE certificateDeclaration of past SCM practicesCertificate of Independent Bid DeterminationGeneral Conditions of Contract

2 Technical DocumentsExperience and Expertise Project Management, Methodology and Approach

3 Price DocumentsSchedule A- Scope of workSchedule B- Total Cost

The Development of Monitoring and Evaluation Tool

Page 14: Tender Briefing Session The Development of Monitoring and Evaluation Tool  CQO/2013/0004

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

Page 15: Tender Briefing Session The Development of Monitoring and Evaluation Tool  CQO/2013/0004

Critical and Submission Requirements

The Development of Monitoring and Evaluation Tool

Criteria Submission Requirement(s) Critical Criteria

Weight

A) Tax Clearance Certificate/Confirmation of VAT exemption

Original Documentation Y 0

B) Submission of bid documentation in the prescribed format

Please refer to Cover page and guidelines of the bid documentation

Y 0

Page 16: Tender Briefing Session The Development of Monitoring and Evaluation Tool  CQO/2013/0004

The Development of Monitoring and Evaluation Tool

Criteria Submission 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

N 30

Page 17: Tender Briefing Session The Development of Monitoring and Evaluation Tool  CQO/2013/0004

The Development of Monitoring and Evaluation Tool

Criteria Submission Requirement(s) Critical Criteria

Weight

D) Project Management, Approach and Methodology

Detailed project implementation plan (approach, methodology, timeframes, deliverable, resources etc.)

N 70

Technical Evaluation Threshold 80%

Total Score 100

Page 18: Tender Briefing Session The Development of Monitoring and Evaluation Tool  CQO/2013/0004

Pricing

• Detailed cost breakdown structure linked to the implementation plan

• Pricing inclusive of any applicable VAT

The Development of Monitoring and Evaluation Tool

Page 19: Tender Briefing Session The Development of Monitoring and Evaluation Tool  CQO/2013/0004

Presentations

Should presentations be required:

• The necessary invitations will be limited to the shortlisted 3 providers

The Development of Monitoring and Evaluation Tool

Page 20: Tender Briefing Session The Development of Monitoring and Evaluation Tool  CQO/2013/0004

All bidders will be notified of the outcome of this tender

The Development of Monitoring and Evaluation Tool

Page 21: Tender Briefing Session The Development of Monitoring and Evaluation Tool  CQO/2013/0004

All queries must be in writing and directed to:

[email protected]

Fax: 086 506 6986

The Development of Monitoring and Evaluation Tool

Page 22: Tender Briefing Session The Development of Monitoring and Evaluation Tool  CQO/2013/0004

THANK YOU !

The Development of Monitoring and Evaluation Tool