Revenue enhancement strategy development for water research commission

3.1. The WRC is seeking to appoint an experienced, knowledgeable and client-focused specialist to develop a revenue

enhancement strategy for the WRC. The service provider will be expected to cover the following scope of work:

• Review of existing strategic and financial documents of the WRC.

• Review of legislation, policy, and related regulations guiding the WRC.

• Review of legislation related to Intellectual Property and the prospects for the WRC, considering the legislation

applicable to the WRC.

• Conduct independent stakeholder consultations (internal and external).

• Conduct options analysis by looking at new revenue streams, optimising existing ones, and financial

management practices and controls.

• Benchmark revenue strategies to be recommended against other similar RDI institutions.

• Develop a Revenue Enhancement Strategy with an implementation plan in line with best practices.

It is expected that the service provider must include the following in their scope of work:

• Conducting comprehensive stakeholder engagement during project inception and ensuring continuous

information gathering from all relevant stakeholders throughout the project lifecycle.

• Develop a project management plan with clear milestones and deliverables.

• Present an inception report to EXCO.

• Develop and present the draft Revenue enhancement Strategy to EXCO.

• Provide a final revenue enhancement strategy and present to EXCO, Audit Committee and Board.

• Develop and present the implementation plan to EXCO, Audit Committee and Board.

The final document must include as a minimum, the following:

1. Objectives of the Strategy

o Increase own revenue to reduce reliance on water research levies.

o Improve financial sustainability and delivery as per mandate.

o Diversify revenue sources while maintaining compliance and public value.

2. Scope of the Strategy

o Applicable departments/functions within the entity.

o Timeframe for implementation (short, medium, long term).

o Stakeholders involved (internal and external).

3. Revenue Enhancement Opportunities

Identify and evaluate potential revenue streams (where legally permissible):

o Commercialization of services (e.g., training).

o Grant funding and donor support.

o Government appropriations

o Licensing and intellectual property monetization.

o Other

APPOINTMENT OF A SERVICE PROVIDER TO DEVELOP A REVENUE ENHANCEMENT STRATEGY FOR THE WATER

RESEARCH COMMISSION (WRC)

4. Strategic Initiatives and Projects

For each opportunity, define:

o Initiative name and description.

o Expected revenue impact.

o Implementation plan (resources, timelines, responsibilities).

o Risk assessment and mitigation strategies.

5. Governance and Compliance

o Approval processes and oversight mechanisms.

o Alignment with PFMA and other relevant legislation.

o Ethical considerations and public accountability

o Alignment to mandate.

6. Financial Projections and KPIs

o Revenue forecasts over the strategy period.

o Key performance indicators (KPIs) to monitor progress.

o Cost-benefit analysis of proposed initiatives.

7. Implementation Plan

o Phased rollout of initiatives.

o Recommendation on resources and skills needs

o Capacity building and change management.

o Communication and stakeholder engagement.

8. Monitoring, Evaluation, and Reporting

o Monthly reports

o A minimum of 3 meetings during the project (virtual and in person)

o Regular review cycles during the implementation phase.

o Feedback mechanisms for continuous improvement.

3.2. SERVICE PROVIDER’S REQUIREMENTS FOR APPOINTMENT FOR THIS PROJECT

3.2.1. Company experience:

• Company must have experience in developing revenue enhancement strategies or related projects.

• Positive references from clients must be attached.

3.2.2 Team Leader’s education and experience:

• A postgraduate qualification/degree (e.g., Honours or Master’s), especially in Finance.

• Experience as a senior specialist in revenue enhancement strategies.

• Proven ability to develop successful enhancement revenue.

APPOINTMENT OF A SERVICE PROVIDER TO DEVELOP A REVENUE ENHANCEMENT STRATEGY FOR THE WATER

RESEARCH COMMISSION (WRC)

4. PERIOD / DURATION OF PROJECT / ASSIGNMENT

The project must be completed within a period of six (6) months from date of appointment.

5. THE SPECIFIC GOALS ALLOCATED POINTS IN TERMS OF THIS TENDER - B-BBEE STATUS LEVEL OF CONTRIBUTOR

80/20 points system shall be applied for this project in line with applied Preferential Procurement Regulations 2022.

6. EVALUATION CRITERIA

The bid will be evaluated in accordance with the PPPFMA as follows:

6.1 Phase 1: Compliance to minimum requirements - bidders are requested to submit the information as listed under phase 1

for admin and verification for compliance purposes and not for elimination.

6.2 Phase 2: Functional evaluation phase as listed in 6.3 below – Only bidders that fully complied with the minimum set

threshold of 80% in this phase shall progress to the next phase of evaluation. Failure to fully meet the set requirements will

be eliminated.

6.3 Phase 3: Pricing and Specific Goals – Only bidders that progressed from the above phase 2 will be eligible for further

evaluation under this phase. Bidder who obtains the highest points shall be recommended for award.

6.1 PHASE ONE (1): SCREENING OF MINIMUM REQUIREMENT CRITERIA

In this phase all bids received will be verified for compliance and completeness of the submitted proposal. No bidders shall be

eliminated under this phase, as the requested information is for administrative purposes. Where clarity or further information

is needed, the WRC reserves the right to request such information for clarity purposes and compliance verification purposes.

• Bid forms must be properly received on the bid closing date and time specified on the invitation, fully completed, dated,

and signed in ink. Late bids will not be accepted for consideration.

• Bid forms must be properly fully completed, dated, signed in ink, and initial every page of the bid.

• Submission of the bid document must be bonded and is without tearing any pages off.

• Invitation to Bid (SBD 1) must be fully completed,

• Submission of a Supplier SARS Tax Compliance Status Verification PIN to enable Water Research Commission to verify Tax

Compliance status on SARS eFilling. NB: Bidders whom their Tax matters are not in order will not be considered for this

bid.

• Submission of fully completed Pricing Schedule

• Submission of fully completed SBD 4 (Declaration of Interest),

• Submission of fully completed SBD 6.1 (Preference Claim Certificate),

• Submission of the original or certified B-BBEE Status Level Verification Certificate or original B-BBEE Sworn Affidavit in case

of EME and QSE)

• Business Registration Certificate e.g. CK 1, certificate of incorporation

• Familiarise yourself and initial every page of the General Condition of Contract

• Submission of Central Supplier Database (CSD) Compliance History Report.

APPOINTMENT OF A SERVICE PROVIDER TO DEVELOP A REVENUE ENHANCEMENT STRATEGY FOR THE WATER

RESEARCH COMMISSION (WRC)

6.2 PHASE TWO (2): EVALUATION OF BID RESPONSES USING THE TECHNICAL / FUNCTIONAL REQUIREMENTS:

FUNCTIONALITY REQUIREMENT SCORE

1. Experience of the Firm in similar assignments (50 points)

1.1. Company profile and experience Relevant experience in providing revenue enhancement strategies.

(The service provider must submit a Scoring Criteria:

company profile that indicates years of • Company profile detailing projects completed in the past specifically in revenue enhancement strategy in

working experience in revenue

corporate organizations > 10 years = 20 points

enhancement strategies)

• Company profile detailing projects completed in the past specifically in revenue enhancement strategy in 20

corporate organizations. 6 - 10 years = 15 points

• Company profile detailing projects completed in the past specifically in revenue enhancement strategy in

corporate organizations. 4 - 6 years = 10 points

• Company profile detailing projects completed in the past specifically in revenue enhancement strategy in

corporate organizations. 2 - 4 years = 5 points

• Company profile detailing projects completed in the past specifically in revenue enhancement strategy in

corporate organizations. 0 - 2 year = 0 point

1.2. Reference Letters Service provider to submit at least five (5) positive contactable references letters on the letter heads of

the companies/institutions where revenue enhancement strategies were developed and the strategies

were implemented with successful revenue enhancement. Reference letters must be for both public and

private organisations, of which at least one reference letter must be for a public organisation.

Scoring Criteria:

• 5 reference letters in successful execution of projects in revenue enhancement strategy = 25 points

• 4 reference letters in successful execution of projects in revenue enhancement strategy = 20 points 25

• 3 reference letters in successful execution of projects in revenue enhancement strategy = 15 points

• 2 reference letters in successful execution of projects in revenue enhancement strategy = 10 points

• 1 reference letter in successful execution of projects in revenue enhancement strategy = 5 points

• No reference letter in successful execution of projects in revenue enhancement strategy = 0 points

APPOINTMENT OF A SERVICE PROVIDER TO DEVELOP A REVENUE ENHANCEMENT STRATEGY FOR THE WATER RESEARCH COMMISSION (WRC)

(Proof: Positive reference letters on client letterhead with contact details of the client)

1.3. Experience in the public or Experience with revenue enhancement strategy development 10

corporate sector

Scoring Criteria:

• Developed a revenue enhancement strategy for three (3) organisations in the public or corporate sector = 10

points

• Developed a revenue enhancement strategy for two (2) organisations in the public or corporate sector = 7

points

• Developed a revenue enhancement strategy for one (1) organisation in the public sector = 3 points

• No strategies developed for organisations in the public or corporate sector= 0 points

2. Qualifications and experience of the project team (25 points)

2.1 Team Leader’s education Relevant Qualification.

Scoring Criteria:

• Master’s or higher = 10 points.

• Honour’s Degree = 8 points

• Bachelor’s degree = 6 points. 10

• Diploma = 2 points.

• No formal qualification = 0 points

(Proof: attach copy of qualifications – at least one must be Finance related qualification)

2.2 Team composition and experience 1. Completion of ALL required tables (Table 1, Table 2 and Table 3 for each team Members): 2 Points

• All tables have been completed with the information of the proposed project leader and team member/s = 2

Points

• Tables not completed = 0 Points

2. Relevance of three listed projects by Project Leader: Up to 5 Points

• All listed projects are relevant to having developed or contributed to the development of a revenue

enhancement strategy = 5 Points

• Only 2 of the projects are relevant to having developed or contributed to the development of a revenue

APPOINTMENT OF A SERVICE PROVIDER TO DEVELOP A REVENUE ENHANCEMENT STRATEGY FOR THE WATER RESEARCH COMMISSION (WRC)

enhancement strategy = 3 Points

• Only 1 of the projects are relevant to having developed or contributed to the development of a revenue

enhancement strategy = 1 Points

3. Reference letters attached for listed experiences: Up to 5 Points

• Three reference letters relevant to having developed or contributed to the development of a revenue

enhancement strategy = 5 Points

• Two reference letters relevant to having developed or contributed to the development of a revenue

enhancement strategy = 3 Points

• One reference letter relevant to having developed or contributed to the development of a revenue

enhancement strategy = 1 Points

4. Years of Experience: 3 Points

• All team members have 5+ years relevant experience of having developed or contributed to the development

of a revenue enhancement strategy = 3 Points

• Some team members have 3 – 5 years relevant experience = 2 Points

• Less than 3 years relevant experience = 1 Point

3. Project proposal and methodology (20 points)

3.1 Project proposal and methodology Project proposal

Scoring Criteria:

DELIVERABLES/ DESCRIPTION POINTS ALLOCATION

ELEMENTS

20 1. Methodology & Proposal includes a 10 POINTS

Tools comprehensive and realistic • Fully meets all aspects with strong

methodology. justification and relevance = 10 Points

- Clearly outlines how the • Partially meets with minor gaps or

strategy will be developed and

limited detail = 7 Points

implemented.

APPOINTMENT OF A SERVICE PROVIDER TO DEVELOP A REVENUE ENHANCEMENT STRATEGY FOR THE WATER RESEARCH COMMISSION (WRC)

- Uses valid and appropriate data • Generic methodology, lacks clarity or

collection tools for financial and relevance = 3 Points

stakeholder analysis. • Not addressed = 0 Points

2. Project Plan & - Provides a clear, detailed project 5 POINTS

Timeframes plan. • Fully detailed plan with logical

- Includes realistic and achievable sequencing and realistic timelines = 5

timeframes. Points

- Shows alignment with project

• Plan provided but lacks some detail or

objectives and deliverables.

realism = 3 Points

• Basic outline with vague or unrealistic

timeframes = 1 Point

• Not addressed = 0 Points

3. Coverage of Key Addresses all key phases: 5 POINTS

Phases • Project planning • All phases clearly defined and

• Stakeholder engagement integrated into the proposal = 5 Points.

• Strategy formulation • Most phases addressed but with

• Implementation

limited integration or detail = 3 Points.

• Monitoring

• Few phases mentioned with minimal • Closure

explanation = 1 Point.

• • 0 – Not addressed = 0 Points

TOTAL 100 points

Minimum threshold 80%

Bidders who score 80% or more in this Phase will be considered for the next phase.

Minimum Qualification Threshold: Service providers are expected to meet a minimum 80% threshold on the above technical requirements. Only service provider/s who met the

set minimum threshold on the technical evaluation phase will progress to the next phase of evaluation. Suppliers who fail to meet the set minimum threshold shall be considered

non-responsive and shall be eliminated on technical evaluation.

APPOINTMENT OF A SERVICE PROVIDER TO DEVELOP A REVENUE ENHANCEMENT STRATEGY FOR THE WATER RESEARCH COMMISSION (WRC)

TABLE 1: PROJECT LEADER INFORMATION

1. Name of Project Leader

2. Current Designation/Position

3. Summary of Experience & Total Years Relevant to

Revenue Enhancement Strategy Development:

4. Highest Two Qualifications:

TABLE 2: PROJECT LEADER INFORMATION

Please list three (3) organisations (public and/or corporate) where the project leader has developed revenue enhancement strategies. Attach a reference letter for each.

List three (3) organisations where the Contactable references When was the service rendered Summary of services rendered of having

team member has developed or developed or contributed to the

contributed to the development of a development of a revenue enhancement

revenue enhancement strategy strategy

1. Contact person: Year:

Email Address

Mobile or Telephone Number:

2. Contact person: Year:

Email Address

Mobile or Telephone Number:

3. Contact person: Year:

Email Address

Mobile or Telephone Number:

APPOINTMENT OF A SERVICE PROVIDER TO DEVELOP A REVENUE ENHANCEMENT STRATEGY FOR THE WATER RESEARCH COMMISSION (WRC)

TABLE 3: TEAM MEMBERS INFORMATION (minimum of 2 Members)

1. Name of Team Member (1)

1. Name of Team Member (2)

2. Current Designation/Position (1)

2. Current Designation/Position (2)

3. Summary of Experience & Total Years Relevant to

Revenue Enhancement Strategy Development (1)

3. Summary of Experience & Total Years Relevant to

Revenue Enhancement Strategy Development (2)

4. Highest Two Qualifications (1)

4. Highest Two Qualifications (2)

NB: The bidder confirms that all information, documentation, and representations submitted as part of this tender response are true, accurate, and complete to the best of their

knowledge. The WRC reserves the right to disqualify any bidder from the evaluation process, at any stage, including post-award, should any misrepresentation, false statement be

discovered. Such disqualification may occur without prior notice and may include termination of any resulting contract, with no liability to the WRC.

APPOINTMENT OF A SERVICE PROVIDER TO DEVELOP A REVENUE ENHANCEMENT STRATEGY FOR THE WATER RESEARCH COMMISSION (WRC)

PHASE THREE (3): PRICE AND SPECIFIC GOALS

Bidders will be evaluated based on the below criteria using 80/20 preferential point system.

Price Based on formula 80 points

Specific Goals 30% Enterprise owned by Woman or Youth or 20 points

People with disability (full points on either of

the specific goal compliance)

PRICING TABLE

The bidders should submit their applicable hourly rates, which shall be applicable for this bid.

NB: The quoted rates must be VAT inclusive and disbursement cost (where applicable).

The quoted rates must be inclusive of all possible price increases; therefore, the quoted rates must be all inclusive

and no further price increase shall be accommodated during the duration of the contract. The submitted total bid

price/rates must be fixed for the duration of the project.

This bid will be evaluated on 80/20 preferential points.

Criteria Weight Sub-criteria

Total Price 80/100 Benchmark against lowest quote

Specific Goals 20/100 30% Enterprise owned by Woman or Youth or

People with disability (full points on either of the

specific goal compliance)

This bid will be evaluated on 80/20 preferential points.

Criteria Weight Sub-criteria

Total Price 80/100 Benchmark against lowest quote

Specific Goal 20/100 Specific Goals points will be awarded to bidders according to their size of the

firm as follows:

• Woman or Youth or People with disability Owned Businesses:

a. 20 points to be awarded to woman or youth or people with

disability owned businesses (30% and above ownership %).

4. CONTRACT PERFORMANCE

4.1. To improve project management and service provider performance, the WRC will conduct regular reviews of service delivery

against the scope of work. This includes evaluating each project deliverable to determine whether the service was rendered

in line with the agreed scope. The WRC reserves the right to cancel the contract should the service provider fail to perform

optimally, after being given an opportunity to address poor performance or quality issues.

4.2. The WRC will conduct periodic performance reviews, at intervals aligned to project milestones, to evaluate service delivery

against the approved scope of work, timelines, and quality standards.

4.3. The service provider shall be required to meet defined performance indicators and provide periodic progress report.

4.4. Where deficiencies are identified, the WRC will issue a written notice outlining corrective actions required. The service

provider must submit and implement a corrective action plan within ten (10) working days.

4.5. If performance does not improve within the stipulated period, the WRC may, at its discretion, suspend payments, withhold

milestone approvals, or terminate the contract in accordance with applicable terms.

4.6. Payments shall be made only upon verification and written acceptance of deliverables by the WRC.

No specific requirements found

B-BBEE Minimum Level: 80