Appointment of a b-bbee transformation agency for 3 years

Closing date: 23 October 2026 at 16:00.

Reference period for track record: January 2021 to 31 December 2025.

Contract period: 3 years (commencement date to be communicated after appointment).

Returnable documents:

• Completed and signed proposal, including all required forms and attachments.
• Price schedule as per the provided format, inclusive of VAT.
• Company profile with client list (zero score if absent).
• CVs of principal consultant and assigned team.
• Reference letters from clients (January 2021 to 31 December 2025) on client letterhead, signed/stamped with contact details.
• Audited financial statements for 2022/23, 2023/24, and 2024/25.
• Proof of SANAS Technical Assistant certification (current or previous).
• Proof of B-BBEE certification/qualification and membership to professional tax management bodies.
• POPIA compliance declaration.

Submission method: Not specified in the document.

Closing time: 16:00 on 23 October 2026.

Evaluation phases:

• Phase 0: Pre-qualification requirements (mandatory, failure leads to disqualification).
• Phase 1: Functionality evaluation (minimum threshold 80% to proceed to pricing).
• Phase 2: Pricing and specific goals.

Functionality points (total 100):

• Experience of bidder in B-BBEE transformation (15 points): less than 5 years = 0; 5–8 years = 5; 9–12 years = 10; more than 12 years = 15.
• Capacity – knowledge and experience of principal consultant (25 points): poorly constructed CVs = 0; less than 5 years = 5; 5–6 years = 10; more than 6–7 years = 15; more than 7–8 years = 20; more than 8 years = 25.
• Methodology and approach (35 points): method of service delivery (20 points) and turnaround times (15 points).
• Track record (15 points): reference letters – no letter = 0; 1 letter = 5; 2 letters = 10; 3 letters = 15.
• Financial stability (10 points): audited financial statements for 2022/23, 2023/24, 2024/25 – good standing all three years = 10; one negative indicator = 5; more than one negative indicator = 0.

Price: 80 points.

Specific goals: 20 points.

Total: 100 points.

Scope of work:

• Review, re-evaluate, and validate the HSRC's current B-BBEE plan and migrate it into an effective transformation plan.
• Provide a delivery-oriented approach with proven methodologies to increase the HSRC's B-BBEE rating/scoring.
• Support strategy development, organisational transformation, B-BBEE implementation, due diligence, and training skills.
• Guide the HSRC through all stages of transformation, from understanding B-BBEE to building strategy and policy, implementation, and monitoring, underpinned by change management.
• Conduct in-house training for internal stakeholders under each pillar.
• Develop a strategic B-BBEE roadmap to support transformation objectives and communicate it with stakeholders.
• Track the B-BBEE scorecard and provide training for managing and recording information.
• Tender preparations aligned with the PPPFA and the B-BBEE Act and its Codes of Good Practice.

Duration: 3 years.

HSRC context: Schedule 3A public entity reporting to DSTI, approximately 600 employees and 550 interns.

Pricing must be inclusive of VAT.

Price schedule to be completed for Year 1, Year 2, and Year 3, including VAT and total amount inclusive of VAT.

Audited financial statements for 2022/23, 2023/24, and 2024/25 required as part of functionality evaluation.

Pre-qualification criteria (mandatory, failure leads to disqualification):

• Previously or currently serve as a SANAS Technical Assistant – provide valid certification.
• Provide proof of certification/qualification specifically in B-BBEE transformation.
• Provide proof of membership to professional tax management bodies.
• POPIA compliance adherence.
• All standard SCM requirements apply.