TERMS OF REFERENCE FOR AND A SKILLS AUDIT TO INFORM THE WORKPLACE - DOC by monkey6

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TERMS OF REFERENCE FOR AND A SKILLS AUDIT TO INFORM THE WORKPLACE

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									TERMS OF REFERENCE FOR A SKILLS AUDIT TO INFORM THE WORKPLACE
      SKILLS PLAN AND SUCCESSION PLAN OF THE CATEGORY B
                        MUNICIPALITIES

The Frances Baard District Municipality seeks the services of a suitable service provider
to assist in undertaking a skills audit for staff compliment of its four Category B
Municipalities including the District. The service provider will also prepare a workplace
skills plan to be submitted to the LGSETA for approval before the 30th June deadline
and recommend a succession plan for critical positions in the municipality in line with the
Employment Equity Plan. The process of undertaking a skills audit should be
consultative highly interactive and should ensure skills transfer to the municipal staff.
The skills audit is intended to identify gaps in employees’ skills levels and help to adapt
training programmes to suit organisational needs. The purpose of the works skills plan is
to describe the municipality‘s strategy for training and skills development. It also serves
as a key source of information for demographics, existing qualifications, training and
development priorities. This will exclude section 57 managers in all category B’s
including the District.

The WSP seeks to fulfill and enhance the requirements of the following legislation

               Skills Development Act 97/ 1998

               SAQA Act 58/1995

               Employment Equity Act 55/1998

The skills audit is intended to result in the following:

               understanding of skills required in the organisation

               targeted analysis of training needs

               information and data for internal selection

               information for succession planning

               more defined recruitment needs leading to selection of most appointment
                candidates
The skills audit is not supposed to be a desktop study but should involve several
methodologies to get detailed input from the employees and reduce bias in research
methods.

The methodology used should identify both used and latent skills held by existing staff.
The outcome of the audit should be able to inform other processes in the organisation
such as organisational restructuring and placements.

The following are the expected deliverables from the successful tenderer:

Phase 1

   1. Conduct a skills audit and prepare a status quo report

   2. Establish the municipality strategic skills development priorities

   3. Define the education and training required to achieve the identified strategic
      priorities

   4. Develop and populate an occupation classification matrix

   5. Develop or provide a learner management system in a program that is compatible
       with the municipalities for use in capturing the data and train personnel in the HR
       Department on how to access and use the data in future.

   6. Define the number and characteristics of training beneficiaries to be trained in the
       levy grant year.

   7. Draw up a training and development plan listing courses scheduled and type of
       employees identified as ideal participants

   8. Draw up a training and development plan listing courses scheduled and type of
       employees identified as ideal participants

   9. Identify opportunities for learnerships and develop a plan of action for the
       learnership programme
Phase 2


   1. Develop a succession plan for the critical positions. The plan should align to the
       EE plan of the municipality.

   2. Develop a skills development plan to fulfill the objects of the succession plan.

The prospective service provider should clearly indicate components on skills transfer
and capacity building during the implementation of the project. The whole project is
expected to take up to four (4) weeks to complete.

The proposals received will be evaluated on the basis of price (50%) and functionality
(50%) as follows:

                              Criteria for functionality
Understanding of terms of reference
with clear deliverables per phase and time cost matrix

Methodology and tools

Clear program or Gantt chart with a realistic link to cash-flows and deliverables

Previous experience in the field and record of achievements

Level of expertise and qualifications of key personnel (CVs and availability
agreements to be provided)



Transfer of knowledge and skills



Any bidder that scores less than 50% in respect of functionality will be regarded as non
responsive and will be disqualified. The service provider is expected to provide price
quotations which should clearly indicate travelling and disbursements. The price should
include costs of all software systems as proposed. Bidders should provide contactable
referees for similar work performed within the last two years.
All bidders should fill in the bidding documents available on the municipal website.

The prospective service providers should abide by the Frances Baard District
Municipality's Supply Chain Management Policy. The tender is subject to the preferential
procurement system. The municipality has the right not to award the contract. Council
does not bind itself to accept the lowest or any tender and where the tender documents
allow such cases, Council reserves the right to accept a portion only of a tender.
Qualified tenders may be disregarded at the discretion of Council.
EVALUATION CRITERIA AND PROCESSES

Interested service providers are required to submit proposals with the following
information:

A. PROPOSAL

The proposal must indicate the service provider’s qualifications and previous experience
relevant to this assignment. In order to facilitate fairness in the bid adjudication process,
bidders are requested to submit at least three (3) recent examples of work undertaken
that will demonstrate their competency to meet the full range of requirements of the
FBDM. In particular, we expect the proposal to provide evidence of experience and
qualifications.


B. PROPOSAL REQUIREMENTS


   In order to be considered for the completion of the above brief, service providers
   must provide the following information and provide the necessary supporting
   documents.

Background:

      Professional training.
      Knowledge of and involvement in the area as identified.
      Capacity to produce product within the given time-frame.
      Indicate any conflict of interest (should there be any).

Methodology:

Work scheduling and phasing.

Budget:

      Budget (VAT and all expenses included), linked to the phasing of the individual
       steps within the project (a final budget and phasing of payment will be negotiated
       with the service provider and finalised at the time of appointment).
      Potential service providers are requested to structure proposals based on the
       above in order to ensure equal and fair evaluation.
STATUTORY AND GENERAL

The following conditions will apply:

     Price (s) quoted must be valid for at least thirty (30) days from date of your offer.
     Price (s) quoted must be firm and must be inclusive of VAT.
     General Conditions of Contract and if required Special Condition Of Contract
     A firm delivery period must be indicated.
     This quotation will be evaluated in terms of the 80/20 preference point system as
      prescribed in the PPPF Act ( No 5 of 2000) and Supply Chain Management Policy of
      Frances Baard District Municipality (NB: MDB forms are obtainable at FBDM Office
      during working hours as well as on the FBDM Website: www.francesbaard.gov.za):


Evaluation Criteria
   o The 80/20 preference point system will be applicable to this invitation
   o All proposals received will be evaluated by panel of the basis of 40 points
      functionality, 40 points for pricing and 20 HDI status.
Phase: 1

       Criteria without price. With regard to functionality, the following criteria will be
        used.

    CRITERIA                                                                      POINTS
    Relevant expertise and experience                                             20
    Methodology to be applied in carrying out the task                            10
    Skill Transfer                                                                10

NB:       A bidder that scores less than 20 points for functionality will be deemed
          non-compliant with the bid specifications and will not be evaluated further.

Phase: 2

Preferential Points Claim Form in terms of the Preferential Procurement
Regulations 2001

    CRITERIA                POINTS
    HDI status              10
    Women                   5
    Disabled                5
    Total                   20
Phase 3

   Price :       40 points



Disqualifications

                 All bids that do not submit a Tax Clearance Certificate - Tender will
                  be disqualified.
                 All bids that do not submit a proposed work plan will be disqualified.
                 All bids that are received late will be disqualified.
                 All bids that are faxed e-mailed or telegraph will be disqualified.

The duration of this project must not exceed four (4) weeks

The closing date for submissions is 13 MARCH 2009, 12h00. Proposals should be
clearly marked: WQUOT 29/09 SKILLS AUDIT and submitted to The Municipal
Manager, Frances Baard District Municipality, Private Bag X6088 Kimberly, 8300,
or hand delivered to the Frances Baard District Offices, 51 Drankensberg Avenue,
Carters Glen, Kimberley. For bid document enquiries, please contact the SCM
Office, P.SOUDEN at tel: 053 - 838 0948; for technical assistance please contact
the HR MANAGER at tel: 053 -838 0963

								
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