RESPONSE SHEET
BANKSETA
Recruitment Services - Learners - including disabled
Version 6
Generated on 2/4/2013
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RESPONSE SHEET
This response sheet pertains to the complete service delivery scope for BANKSETA's Recruitment Services - Learners function at various
regions and must be completed in full by the prospective service provider. For purposes of this response sheet the Recruitment Services Learners function is divided into the following functional areas:
 Learner Recruitment and Selection - Describes the requirements related to Learner Recruitment and Selection.
The following figure depicts the layout of the response sheet matrix together with a general explanation of the intent and use of each section of
the matrix:
#
Service
Description
Service Requirement
Response
Alternate Response
Task - General description of the task, which together with the other tasks in this section describes the functional area.
A
B
C
D
E
F
Explanation:

Line 1 (Dark grey) – Header repeated on all pages.

Line 2 (Light grey) – Task name and task description. Repeated for every task in the functional area.

Service definition consisting of the following sections:

A – Unique identification number of the service level requirement and cross-referenced to the service element in the Service Definition
which describes the service delivery associated with this service requirement.

B – Service Element name. Where the Service element contains more than one service definition this field is left blank for the second
and subsequent service definitions.

C – Service Element description. A description of the Service Element including pertinent information on internal and external influences
on the rendering of the service. Where the Service element contains more than one service definition this field is left blank for the
second and subsequent service definitions.
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
D – A detail description of the prospective service provider’s responsibility in the rendering of this service requirement associated with
the service element.

E – The prospective service provider must enter its ability and willingness to render this service element to the specifications and
metrics defined in the corresponding Service Definition for this particular service element.

F – For those service level requirements where the respondent cannot adhere to the specifications and metrics defined in the
accompanying Service Definition this field must be used to enter alternate specifications and metrics.
It is important to note that the format and layout of this document is part of the SourceIT™ methodology which is owned by iSource
Investment Holdings (Pty) Limited (iSource) and employed by Concise Consulting Services (Pty) Limited and that no part of it may be used or
altered without express written consent from iSource.
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1.
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LEARNER RECRUITMENT AND SELECTION
Describes the requirements related to Learner Recruitment and Selection.
#
Area/Service
Description
Service Requirement
Response
Alternate response
Project Management - Describes the requirements related to Project Management.
LE1.1
Project
Management
Describes the requirements
related to Project
Management.
Submit a project plan with
detailed activities and
timelines. The plan must take
the following into
consideration:
 All legal requirements must
be met including the
adherence to sectoral
determinations when
completing learnership
applications and related
documents, as well as
Department of Trade and
Industry (DTI)
requirements for support
documentation.
 It should produce suitable
learners, matching the
agreed upon criteria.
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Area/Service
Description
Service Requirement
Response
Alternate response
Learner Recruitment & Selection - Describes the requirements related to Learner Recruitment & Selection.
LE2.1
Recruitment
Sourcing Strategy
Recruitment strategy refers to
a detailed description of how
learners will be recruited.
Learners are sourced through:
 word of mouth
 exhibitions placed at
various Universities and
FET / HET colleges
 related organisations that
provide specific databases
and services (such as
graduate databases and
societies representing
vulnerable groups such as
disabled)
 public advertisement and
community centres.
LE2.2
All legal requirements must be
met, such as:
 Certified copy of SA ID
document.
 Certified copies of
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Area/Service
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Description
Service Requirement
Response
Alternate response
qualifications.
LE2.3
Source suitable learners,
matching the agreed upon
criteria and quantity specified.
LE2.4
The minimum agreed upon
entry requirements for the
relevant learnership
programmes must be adhered
to. All learners recruited must
be unemployed and under 30
years of age.
LE2.5
Advertisements to be
published in at least one
national newspaper as well as
in regional newspapers where
appropriate. The frequency of
advertisement placement(s)
will be dictated by meeting
the regional target and on a
case-by-case basis. Where
advertisements have been
placed, original proof of same
will be required for audit
purposes.
LE2.6
Provide input into the
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Area/Service
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Description
Service Requirement
Response
Alternate response
advertisement and make
necessary changes as
approved by BANKSETA.
LE2.7
Provide input into application
form and make necessary
changes as approved by
BANKSETA.
LE2.8
Learner breakdown needs to
meet minimum National Skills
Development Strategy
requirements: 85% black,
54% female and 4% disabled.
LE2.9
Active recruitment must be
used. In addition learners
must be sourced through
public advertisement and
through word of mouth.
Learners recruited through
word of mouth may not
exceed 50%.
LE2.10
Learners recruited for a
learnership must meet the
agreed upon minimum entry
requirements for that
learnership.
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Area/Service
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Description
Service Requirement
LE2.11
Publish advertisements
according to the project plan.
LE2.12
Proof of engagements with
relevant institutions and
organisations e.g. universities
etc. as per TOR.
LE2.13
Proof of exhibitions at
relevant institutions and or
organisations as per the terms
of reference.
LE2.14
Provide input into learner
criteria and make necessary
changes as approved by
BANKSETA.
LE2.15
Recruitment must be national
in accordance with the
breakdown of where learners
will be placed.
LE2.16
Provide sufficient telephone
and fax lines to accommodate
response / requests from
applicants.
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Area/Service
Description
Service Requirement
LE2.17
Use of an on-line learner
management system, in order
for real-time learner
applications to be viewed.
LE2.18
Provide the BANKSETA with a
database of all potential
applicants, over-and-above
the ones that meet the criteria
for the programme.
LE3.1
Screening and
short listing of
Candidates
Screening refers to matching
candidates against the
selection criteria provided by
the BANKSETA.
Alternate response
All documents, facilities and
processes used in the
recruitment and selection
process must be approved by
the BANKSETA before it may
be used. These may include,
but is not limited to venues,
advertisements, application
forms, interview instruments.
LE3.2
Include qualification entry
requirements in the screening
process.
LE3.3
The screening should produce
suitable learners matching
agreed upon criteria in that
learners must be able to cope
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Response
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Area/Service
Description
Service Requirement
Response
Alternate response
with engaging in the employer
environment.
LE3.4
Provide BANKSETA with a
before screening list and an
after screening list of
candidates.
LE3.5
Make provision for a
disclaimer to unsuccessful
candidates.
LE3.6
Submit fortnightly/weekly
reports in the agreed format
to the BANKSETA on progress.
LE3.7
Learners with Disabilities will
be confirmed on an individual
basis and needs to be
discussed with the BANKSETA
before final selection.
LE3.8
The recruitment provider must
also provide the possible risks
in the recruitment and these
must be mitigated.
LE4.1
Select suitable
candidates
The selection process needs
to include a structured
BANKSETA - Recruitment Services - Learners
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Ensure the selection process
includes a structured
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Area/Service
Description
Service Requirement
interview as well as an
assessment. Suitable
candidates need to be
informed of employment
practicalities. The selection
process may require
collaboration with the
Selected Service Provider to
include the pre-enrolment
assessment of the Service
Provider.
Response
Alternate response
interview as well as an
assessment tool/s that will
assess at least, but not limited
to the following:
Trainability
Numeric skills
English literacy
Verbal skills
Motivation and Attitude
LE4.2
Collaborate with the Selected
Training Provider and the
BANKSETA, during the
selection process.
LE4.3
Include both a credit and
criminal check for pending
claims and judgements.
Identity and qualifications
must be verified.
LE5.1
Final
recommendation of
candidates
Describes the requirements
related to final
recommendation of
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Provide BANKSETA with an
interview summary in relation
to each candidate.
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Area/Service
Description
Service Requirement
Response
Alternate response
candidates.
LE5.2
Notify all short-listed
candidates of the outcome.
Administrative Duties - Describes the requirements related to Administrative Duties.
LE6.1
Recruited learners'
details
Describes the requirements
related to Recruited learners'
details.
Ensure that the recruited
learners' details will include a
document reflecting the
demographic and geographic
details of all successful
learners as well as the
supporting documents for
each learner.
LE6.2
Provide the details for
successful learners to Learner
Admin & Support Agency as
per project plan.
LE6.3
Provide the BANKSETA with
specific information on
learners with disabilities as
required.
LE7.1
Replacement of
Learners
Describes the requirements
related to replacement of
Learners.
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Ensure that the provider has
an additional pool (at least
12% of total group per
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Area/Service
Description
Service Requirement
Response
Alternate response
region) of learners meeting
the criteria available to
provide replacements.
LE7.2
LE8.1
Ensure that Learner
replacements are match for
match.
Reporting
Describes the regular reports
and attendance at monthly
service provider meetings to
review progress and status of
the project.
Provide the BANKSETA with
an interview schedule advising
venue, date and time of
recruitment of candidates for
audit requirements.
LE8.2
Jointly agree on the template
to be used.
LE8.3
Provide reports to BANKSETA
on progress and status of
project, as determined by
BANKSETA.
LE9.1
Data Capturing
Describes the requirements
related to Data Capturing.
LE9.2
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Capture Learner data
accurately.
Provide access of database to
the BANKSETA and Steering
Committee.
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Area/Service
Description
Service Requirement
LE9.3
Response
Alternate response
Learner data to be forwarded
to Learner Admin and Support
Agency.
Disabled Learners - Describes the requirements related specifically to the recruitment of disabled learners
LE10.1
Medical and Clinical
Assessments
Describes the inclusion of the
services of an Occupational
Therapist and/or Clinical
Psychologist to work with the
recruited and placed learners
throughout the project.
LE10.2
LE11.1
Conduct Medical and/or
Clinical and/or Psychological
investigations to determine
the extent of the learner's
disabilities and thereby
providing the advice on the
type of reasonable
accommodation that will be
required.
Provide suggestion on
assistive devices required by
learners to increase their
productivity in the workplace,
such as installation of Jaws
software for partially sighted
learners etc.
Conduct
Accessibility and
Accommodation
Audits (OPTIONAL)
Describes the requirements
related to assessment of the
workplace to determine the
readiness of the workplace to
accommodate the
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Conducting Access,
Environmental and Barrier
Audits to determine the
readiness of the workplace
prior to placing the recruited
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Area/Service
Description
Service Requirement
requirements of learners with
disabilities and advising the
employer on what needs to be
done to prepare the
workplace.
learners. Audits of this nature
include, but are not limited to:
Response
Alternate response
Interpersonal skills
requirements - communicating
with colleagues
Ergonomic assessments for
specific learners recruited
(adaptability and mobility in
the workplace)
Workplace audit - training
room facilities, work stations
Parking and Transport
Access to the building
Bathroom facilities
Canteen or kitchen facilities
Job analysis - physical and
intellectual demands of a job
LE11.2
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Conform to the high level
project plan.
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Area/Service
Description
Service Requirement
LE11.3
LE12.1
Response
Alternate response
Conduct assessments and
advise / make
recommendation on the types
of workplace modifications
that need to take place,
before learners are placed at
employer host site.
Monitoring and
feedback
(OPTIONAL)
Monitoring the extent to
which the disabled learner is
adjusting to the workplace;
and providing relevant
individual feedback to the
BANKSETA and participating
employer, to address any
escalated concerns as they
arise. The period of review
will be agreed to by the sector
participants for the duration
of the learning intervention.
LE12.2
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Conform to the high level
project plan.
Conduct on-going
assessments of learners to
determine if they are coping
with the requirements of the
job as well as if they are
engaging with their colleagues
to ensure team targets and
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Area/Service
Description
Service Requirement
Response
Alternate response
outputs are met.
LE13.1
Sharing best
practice policies
and procedures on
how to
accommodate
people with
disabilities
(OPTIONAL)
Describes arranging on-going
forums with registered
employers within the broader
banking and microfinance
sector, to share knowledge on
how best to accommodate
people with disabilities in the
workplace.
LE13.2
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Run sessions to address
specific questions on how to
improve access to
employment opportunities for
disabled people.
Prepare on-going "sound
bites" that can be shared with
the sector on best practice
recruitment methodologies for
sourcing people with
disabilities.
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