B-bbee specialist consultant for compliance and scorecard improvement (12-month contract)

RFQ issue date: 27 October 2026

Compulsory briefing session: not applicable (N/A)

Closing date and time: 03 October 2026 at 11:00 South African Time

Contract duration: 12 months from signing of Service Level Agreement

Quotation validity period: 90 days from closing date

Enquiries:

• Email: [email protected]
• Telephone: +27 11 207 2600

Submission address:

• Email: [email protected]

Service delivery address:

MICT SETA Head Office

Level 3 West Wing, Gallagher House

19 Richards Drive, Halfway House

Midrand

Submission method: email only

Submission email: [email protected]

Number of copies: 1 soft copy

Closing date and time: 03 October 2026 at 11:00 South African Time

Late submissions: not accepted, will invalidate the quote

Returnable documents (all must be completed, signed and submitted):

• CSD Central Supplier Database Registration Report
• Pricing Schedule (completed with cost breakdown, sub-total, VAT at 15%, total inclusive of VAT)
• Valid Tax Clearance Certificate or SARS verification pin
• SBD 4 – Bidder's Disclosure (declares state employment, relationships, conflicts of interest)
• SBD 6.1 – Preferential Procurement Claim Form (claims specific goals points)
• Certified copies of directors' IDs (not older than 6 months)
• CIPC registration document
• Shareholding certificate (for companies with more than one director)
• Form A: Bidder's Eligibility Form (declares no procurement prohibition, bankruptcy, corruption)

All forms must be completed by the authorised company representative

Quotation validity: 90 days from closing date

Two-stage evaluation:

Stage 1 – Functional/Technical Evaluation (100 points, minimum qualifying score 70/100)

Only bidders scoring 70 or more proceed to Stage 2

Functional criteria and weights:

• Proposal: 40 points – must cover all three key elements: B-BBEE compliance development approach, detailed implementation plan with interventions/timelines/deliverables/outcomes, training plan with content per group and value-added services; comprehensive coverage of all three = 40 points, incomplete = 0 points
• Reference Letters: 10 points – at least 3 signed letters from different clients in past 5 years for regulatory compliance or similar services; 3+ letters = 10 points, 1-2 letters = 5 points, none = 0 points; letters must be on client letterhead with contact details, project description and duration
• Project Team Experience: 40 points total

• Project Manager experience: 10 points – 5+ years B-BBEE advisory/compliance/scorecard modelling = 10, 4-5 years = 8, 2-3 years = 5, <2 years = 0

• Project Manager qualification: 10 points – NQF Level 7+ in LLB/Accounting/Finance/Commerce/Economics/Business Management/HR/SCM = 10, NQF 6 = 8, NQF 5 = 5, NQF 4 or lower = 0; copies must be certified

• Project Lead (Legal Expert) experience: 10 points – 5+ years B-BBEE advisory/compliance/scorecard modelling = 10, 4+ years = 8, 3+ years = 5, <3 years = 0

• Project Lead qualification: 10 points – NQF Level 7+ in LLB/Accounting/Finance/Commerce/Economics/Business Management/HR/SCM = 10, NQF 6 = 8, NQF 5 = 5, NQF 4 or lower = 0; copies must be certified

• Methodology and Approach: 10 points – detailed implementation plan covering project initiation to closure/handover, clear activities with timelines, approach to improve B-BBEE strategy; covers all 3 milestones = 10, covers <3 = 5, does not cover all = 0

Stage 2 – Price and Specific Goals (80/20 preference point system per PPPFA Regulations 2022)

• Price: 80 points
• Specific Goals: 20 points total

• Enterprise owned by historically disadvantaged persons: 10 points

• Enterprise owned by historically disadvantaged women: 5 points

• Enterprise owned by historically disadvantaged youth: 5 points

• Non-HDI enterprises score 0 for specific goals

Evidence for specific goals: certified ID copies of directors (not older than 6 months), CIPC documents, share certificate (if more than one director)

Failure to submit evidence = points not claimed

Award to highest total points

Scope: Appointment of a reputable B-BBEE Specialist Consultant to assist MICT SETA with B-BBEE compliance and improving its B-BBEE scorecard

Contract period: 12 months from signing of Service Level Agreement

Deliverables:

1. Diagnostic Assessment and Improvement Strategy

• Comprehensive assessment of current B-BBEE compliance status and performance
• Identify gaps, risks and improvement areas across applicable B-BBEE elements

2. B-BBEE Strategy and Scorecard Monitoring

• Develop and review B-BBEE strategy aligned with legislation, codes and sector requirements
• Undertake scorecard modelling to assess potential scoring outcomes
• Identify priority interventions and opportunities to maximise points within operational environment

3. Implementation Advisory Support

• Ongoing specialist advisory support during implementation of recommendations
• Advise internal stakeholders on interpretation and application of B-BBEE requirements
• Guidance on addressing compliance gaps and maintaining records

4. Comprehensive Specialist Assignment and Verification Readiness

• Comprehensive review of B-BBEE implementation
• Final report detailing assessment, interventions implemented/recommended, progress, outstanding actions
• Recommend further compliance requirements (systems, processes) for full compliance

5. Training and Awareness

• B-BBEE framework awareness training and workshops for:

• Governance structures (Board and Committees)

• MANCO (Management Committee)

• Staff

6. Business Support and B-BBEE Compliance

• Assist with statutory compliance submissions and obligations per B-BBEE Commission

7. Value-added Products/Services (bidder to detail)

• After-sales support
• Updates, support and maintenance for contract duration
• Assistance with queries on project contents and implementation

End of contract: bidder may not claim ownership of MICT SETA property; must submit project closeout report

Project team requirements:

• Project Manager: 5+ years B-BBEE advisory/compliance/scorecard modelling experience; NQF Level 7+ qualification in LLB/Accounting/Finance/Commerce/Economics/Business Management/HR/SCM
• Project Lead (Legal Expert): 3+ years B-BBEE advisory/compliance/scorecard modelling experience; NQF Level 7+ qualification in LLB/Accounting/Finance/Commerce/Economics/Business Management/HR/SCM
• Certified copies of qualifications required

Methodology: detailed project implementation plan covering initiation to closure/handover, clear activities with timelines, approach to improve B-BBEE strategy

Bidder must provide detailed Project Implementation Methodology and Approach covering:

• Project initiation to closure/handover
• Clear activities with timelines
• Approach to improve MICT SETA's B-BBEE Strategy

Scoring: covers all 3 milestones = 10 points; covers less than 3 = 5 points; does not cover all = 0 points

Proposal must also include: B-BBEE compliance development approach, detailed implementation plan with interventions/timelines/deliverables/measurable outcomes, training plan with content per group and value-added services.

Bidder must demonstrate:

• At least 3 reference letters from different clients in past 5 years for regulatory compliance or similar services (signed on client letterhead with contact details, project description, duration)
• Project Manager: 5+ years B-BBEE implementation advisory, compliance management and scorecard modelling experience; NQF Level 7+ qualification in LLB/Accounting/Finance/Commerce/Economics/Business Management/HR/SCM
• Project Lead (Legal Expert): 3+ years B-BBEE implementation advisory, compliance management and scorecard modelling experience; NQF Level 7+ qualification in LLB/Accounting/Finance/Commerce/Economics/Business Management/HR/SCM
• Certified copies of all qualifications required
• Team profiles must reflect experience in Law, Accounting, Finance, Commerce, Economics, Business Management, HR, SCM advisory

Pricing schedule with 5 line items (quantity = 1 each):

1. Diagnostic Assessment and Improvement Strategy
2. B-BBEE Strategy and Scorecard Monitoring
3. Comprehensive Specialist Assignment and Verification Readiness
4. Training and Awareness (hours required for Governance Structures, Management, Risk and Compliance Champions, Staff)
5. Implementation Advisory & Support Services (including statutory compliance submissions per B-BBEE Commission)

Bidders must provide cost breakdown per item, sub-total, VAT at 15%, total inclusive of VAT

Quotation validity: 90 days from closing date

Delivery address: MICT SETA Head Office, Level 3 West Wing, Gallagher House, 19 Richards Drive, Halfway House, Midrand

Bidder must indicate: delivery period after order receipt, whether delivery period fixed, whether price fixed, whether quote strictly to specification

Pricing format: fixed price for 12-month contract

Pricing schedule: bidders must provide cost breakdown per line item (5 items as per schedule), sub-total, VAT at 15%, total inclusive of VAT

Quotation validity: 90 days from closing date

Delivery address: MICT SETA Head Office, Level 3 West Wing, Gallagher House, 19 Richards Drive, Halfway House, Midrand

Bidder must indicate delivery period after order receipt, whether delivery period is fixed, whether price is fixed, whether quote is strictly to specification

No bid security, bond, guarantee, retention or payment terms specified in document

Tax compliance: valid Tax Clearance Certificate or SARS verification pin required

Cost of bidding: bidder bears all preparation and submission costs; MICT SETA not liable

Mandatory eligibility:

• Registered on National Treasury Central Supplier Database (CSD) prior to submission (per National Treasury Circular 4A of 2016/17)
• Not under procurement prohibition by National Treasury
• Not declared bankrupt, not involved in bankruptcy or corrupt/fraudulent practices
• No judgment or pending legal action impairing operations

Required submissions:

• CSD Registration Report
• Valid Tax Clearance Certificate or SARS verification pin
• SBD 4 – Bidder's Disclosure
• SBD 6.1 – Preferential Procurement Claim Form
• Certified copies of directors' IDs (not older than 6 months)
• CIPC registration document
• Shareholding certificate (if more than one director)
• Form A: Bidder's Eligibility Form

Specific goals evidence (for 80/20 preference points):

• Certified ID copies of directors (not older than 6 months)
• CIPC documents
• Share certificate (for companies with more than one director)

Key personnel qualifications:

• Project Manager: NQF Level 7+ in LLB/Accounting/Finance/Commerce/Economics/Business Management/HR/SCM (certified copy)
• Project Lead: NQF Level 7+ in LLB/Accounting/Finance/Commerce/Economics/Business Management/HR/SCM (certified copy)

Reference letters: at least 3 from different clients in past 5 years for regulatory compliance or similar services, signed on client letterhead with contact details, project description and duration

No CIDB grading required (not construction)

No explicit B-BBEE certificate level threshold stated for eligibility; specific goals points awarded for HDI ownership

Contract terms from SBD 6.1 and general conditions:

• Governed by Government Procurement: General Conditions of Contract (National Treasury)
• MICT SETA does not bind itself to accept lowest or any quotation
• No quotation deemed accepted until formal contract/letter of intent executed
• MICT SETA reserves right to: not evaluate non-compliant bids; select based on information received; negotiate with preferred bidders; clarify information with individual bidders; award to one or more bidders; withdraw RFQ; accept partial quotations; cancel RFQ per PPPFA regulations; select based on greatest benefit not lowest cost
• Bidder bears all bidding costs
• Bidder must declare (Form A): no procurement prohibition; no bankruptcy/corruption; no unethical practices; all information true
• Specific goals claims: bidder certifies points claimed are true; organ of state may require substantiation; fraudulent claims may lead to disqualification, cost recovery, contract cancellation, restriction from state business up to 10 years, criminal prosecution
• Contract duration: 12 months from SLA signing
• Intellectual property: bidder may not claim ownership of MICT SETA property arising from contract
• Closeout report required at contract expiry/termination
• Quotation validity: 90 days from closing date