Provision of employee wellness services for the national housing finance corporation (3-Year contract)

Bid enquiries: [email protected]. Bidding procedure enquiries: Khensani Zungu, Email: [email protected], Phone: 060 994 2863. Submission address: National Housing Finance Corporation, 90 Grayston Drive, 5th Floor Reception, Sandton, Johannesburg.

Submit bids by 02 June 2026 at 11:00 to the bid box at 90 Grayston Drive, 5th Floor, Sandton, Johannesburg. Late bids will not be accepted. Bids must be in sealed envelopes marked 'PROVISION OF EMPLOYEE WELLNESS SERVICES' and include one (1) original hard copy and a soft copy (USB). All bid documents must be completed in non-erasable ink, remain intact, and use official forms provided. Required returnable documents: SBD 1 (Invitation to Bid), SBD 3.3 (Pricing Schedule), SBD 4 (Bidder’s Disclosure), SBD 6.1 (Preference Points Claim Form), SBD 7.2 (Contract Form – Rendering of Services), Resolution to Sign, Tax Compliance Status Pin, B-BBEE Certificate/Sworn Affidavit, Company Registration Documents, CSD Report, Signed GCC, Protection of Personal Information Consent Form, Consent for Credit and World Checks (Forms 1-4). Failure to submit any mandatory document may render the bid invalid. Bids must remain valid for 120 days from closing date. Joint ventures/consortia must submit a signed agreement, individual tax clearance certificates, and combined tax clearance post-award. Disqualification risks: late submission, incomplete/incorrect forms, bid rigging, collusive behaviour, false declarations, or failure to meet administrative compliance within 7 working days of request.

Evaluation occurs in 5 phases: 1) Administrative Compliance: Bidders must submit all required documents (e.g., SBD forms, tax compliance, B-BBEE, CSD, GCC). Non-compliance may lead to disqualification or a 7-day grace period for outstanding documents. 2) Mandatory Requirements: Valid EAPA SA membership certificate and one (1) reference letter for executive wellness programme implementation are mandatory. Failure to submit results in disqualification. 3) Functionality Evaluation (100 points, minimum 70 to proceed): Sections include Company Experience (30 points), Affiliates/Key Personnel (30 points), Account Manager (10 points), Methodology and Approach (30 points). Sub-criteria include reference letters (wellness and executive wellness), affiliate qualifications/experience, CVs, project manager credentials, strategy development, executive wellness programme, EWP design, reporting, and national footprint. 4) Presentation (25 points, minimum 15 to proceed): Covers understanding of NHFC’s terms, strategy, solution, implementation plan, and reporting. 5) Price and Preference Points: Subject to Preferential Procurement Framework Act. B-BBEE minimum level: 7. Bidders must provide evidence of qualified professionals (Social Workers, Nurses, Psychologists, Lawyers, Financial Advisors) registered with relevant bodies, with minimum 3 years’ experience per province (Gauteng requires dedicated affiliates).

Design, implement, and manage a comprehensive Employee Wellness Programme (EWP) and Employee Assistance Programme (EAP) for NHFC’s 196 employees (scalable to 220), available 24/7, 365 days/year. Services must be accessible to employees and dependants, inclusive, and responsive to diverse needs, geographic dispersion, and hybrid work. Key deliverables: 1) Strategy Development: Conduct diagnostic assessment (gap analysis, needs assessment, risk profiling), develop multi-year wellness strategy with pillars (mental health, physical wellbeing, financial wellness, organisational health), and create implementation roadmap with short/medium/long-term initiatives. 2) Executive Wellness Programme: Personalised, confidential, and preventative, including health risk assessments, individualised wellness plans (fitness, ergonomics, nutrition, stress management), premium facilities, and ongoing coaching. 3) Employee Wellness Programme: Holistic, inclusive, and preventative, covering psychosocial support, financial wellness, legal advisory, health promotion, and lifestyle management. Must include managerial referral processes, multilingual support (11 official languages), and targeted interventions (mental health, financial wellness, burnout prevention). 4) Wellness Events: Annual Wellness Days (on-site/virtual) with health screenings, wellness professionals, and preventative services. 5) Awareness and Communication: Comprehensive campaigns (posters, videos, newsletters, SMS, emails, pop-ups) aligned with National Health Calendar, reducing stigma and driving utilisation. 6) Access to Services: On-site, virtual, and telephonic access to wellness services, facilities, and partnerships. 7) Reporting: Quarterly reports with utilisation metrics, case analysis, trends, managerial referrals, programme effectiveness, and employee feedback. Must include actionable recommendations. 8) National Footprint: Affiliates in all 9 provinces (Gauteng requires dedicated affiliates per specialty) with registered professionals (Social Workers, Nurses, Psychologists, Lawyers, Financial Advisors). Services must be available in 11 official languages. Contract duration: 3 years.

Submit SBD 3.3 Pricing Schedule. VAT must be included in bid price but shown separately. Payment terms: NHFC undertakes to pay within 30 days from issuance of substantiated invoices. Service provider must maintain updated tax-compliant status for contract duration. Cost of compiling proposal is non-reimbursable. Successful bidder must sign a Service Level Agreement (SLA) for performance measurement.

Administrative Compliance: Submit SBD 1, SBD 3.3, SBD 4, SBD 6.1, SBD 7.2, Resolution to Sign, Tax Compliance Status Pin (or CSD number if no TCS Pin), B-BBEE Certificate/Sworn Affidavit (SANAS-accredited or for EMEs/QSEs), Company Registration Documents, CSD Report, Signed GCC, Protection of Personal Information Consent Form, Consent for Credit and World Checks (Forms 1-4). Mandatory Requirements: Valid EAPA SA membership certificate; one (1) reference letter for executive wellness programme implementation. Professional Registrations: Social Workers (SACSSP), Psychologists (HPCSA), Lawyers (LPC), Nurses (SANC), Financial Advisors (FSCA), all with minimum 3 years’ experience. Joint Ventures/Consortia: Each member must submit tax clearance; post-award, combined tax clearance and banking details required. B-BBEE: Minimum Level 7. Additional: No bids from persons in state service or entities with state-employed directors/members. Due diligence includes background checks, PEP screening, and verification of compliance with PFMA and NHFC policies.