Strategic planning consultancy for salga’s 2027–2032 strategic plan development

SCM contact: Precious Nzuza. Email: [email protected]. Phone: 012 369 8000. Submission portal: https://scmportal.salga.org.za/. Website: www.salga.org.za.

Submit proposals exclusively via SALGA’s automated SCM portal: https://scmportal.salga.org.za/. No other submission methods will be accepted. Late submissions are disqualified. Proposals must remain valid for 120 days after closing. Required returnable documents: SBD1 (Invitation to Bid), SBD3.3 (Pricing Schedule), SBD4 (Declaration of Interest), SBD6.1 (Preference Points Claim). All forms must be completed in black ink on originals, signed, and submitted with the proposal. Failure to submit any mandatory form may invalidate the bid. Bidders are responsible for conveyance costs and ensuring timely delivery.

Evaluation occurs in three phases: Phase 1 (Mandatory Requirements), Phase 2 (Technical Functionality), Phase 3 (Price and B-BBEE). Phase 1: Mandatory CSD registration required; non-compliance disqualifies the bid. Phase 2: Technical Functionality (100 points, 70-point threshold to advance). Criteria and points: Project Plan (25 points: 0=no proposal, 5=brief without plan, 10=brief with unclear timelines, 15=detailed with timelines, 20=detailed with sound interpretation and methods, 25=detailed with innovation). Approach and Methodology (35 points: 0=no demonstration, 15=poor, 20=brief, 25=clearly defined, 30=good with graphical illustration, 35=excellent with innovation). Company Experience (15 points: 0=no references, 3=1 relevant, 6=2-3, 9=4-5, 12=6-8, 15=9+). Team Leader Qualifications (15 points: 0=no leader, 3=NQF6, 6=NQF7, 9=NQF8, 12=NQF9, 15=NQF10+). Team Qualifications (10 points: 0=no team, 2=2 non-relevant, 4=2 relevant, 6=3 relevant, 8=4 relevant/diverse, 10=5+ relevant/diverse with local government experience). Phase 3: Price (80 points) + B-BBEE Status Level (10 points) + Specific Goals (10 points: SMME=4, 100% Black Women Owned=3, 100% Youth=3). B-BBEE points: Level 1=10, Level 2=9, Level 3=7, Level 4=6, Level 5=4, Level 6=3, Level 7=2, Level 8=1. Non-compliant bidders score 0 for B-BBEE. Only bidders scoring ≥70 in Phase 2 proceed to Phase 3.

Scope: Develop SALGA’s 2027–2032 Strategic Plan over 9 months. Key deliverables: Inception Report (within 2 weeks), Strategic Diagnosis Report (system constraints, bottlenecks, ‘do/defer/stop’ recommendations), Environmental Analysis (political-economy drivers, risk maps, mitigation), Municipal Typology Segmentation Framework (evidence-based criteria, differentiated SALGA roles), Decision-Useful Data Products (indicator sets, early-warning signals), Draft Strategic Framework (vision, mission, objectives, measurable outcomes), Stakeholder Engagement Outputs (consultation records), Foresight and Scenario Planning Products (narratives, stress-test matrices, contingency actions), Final Strategic Plan (incorporating all evidence, risk analysis, typologies, scenarios), Annual Performance Plan (APP), Annual Operational Plan (AOP) 2027–2028, Summary PowerPoint Presentations, Signed-off Project Closeout Report. Competency requirements: Proven local government sector experience, strategic planning expertise, strong project management, high-quality reporting, conflict-of-interest avoidance, experienced team with relevant CVs and organogram.

Pricing must be a stipulated sum (VAT inclusive) without escalator clauses. Submit SBD3.3 Pricing Schedule with: ceiling price for total project (all taxes included), breakdown of costs per activity, hourly/daily rates for all personnel, travel expenses (actual costs only, proof required), other expenses (e.g., accommodation, reproduction). Rates must be firm for the contract duration unless adjusted per agreed basis (e.g., CPI). Budget must link costs to specific tasks. Expenditure without prior SALGA approval is non-reimbursable. Remuneration should align with DPSA’s ‘Guide on Hourly Fee Rates for Consultants’ or relevant professional body guidelines.

Mandatory: CSD registration. Tax Compliance: Submit SARS TCS PIN or CSD number. B-BBEE: Proof of status level required; non-compliance scores 0 for B-BBEE points. Specific Goals: SMME (4 points), 100% Black Women Owned (3 points), 100% Youth Owned (3 points). Standard Bidding Forms: SBD1, SBD3.3, SBD4, SBD6.1 must be completed and submitted. Conflict of interest declarations mandatory. All intellectual property and materials produced become SALGA’s property. Confidentiality and indemnity agreements required post-award.