Organisational design, job analysis, job evaluation and market benchmarking services for merseta

Closing date: 6 November 2026 at 16:00

No briefing session or site visit is stated.

SCM enquiries

• Name: Karabo Phalo
• Email: [email protected]

Technical enquiries

• Name: Mirriam Matlala

Submission email: [email protected]

Fraud Hotline: 0800 333 057

Submission method: email only

Submission email: [email protected]

Closing time: 6 November 2026 at 16:00

Quotations must be clearly marked with the RFQ number and description, and the RFQ number must be used as the email subject.

Late submissions (after the closing date and time) will not be considered.

Quotations must be valid for a minimum of 60 days from the closing date.

Prices must be firm and inclusive of VAT; include all related expenses such as transport and accommodation.

Any alterations to the quotation must be initialled by the bidder.

The official merSETA quotation form must be used; additional pricing breakdown may be supplied on company letterhead.

If the Price Declaration total differs from other prices, the Price Declaration total prevails.

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

• Bidders Information form: company and contact details, CSD supplier number.
• Authority to Sign: authorises the named signatory to bind the bidder; attach company resolution or supporting documents as applicable.
• SBD 4 (Bidder's Disclosure): discloses any state employment, relationships with the procuring institution, or interests in related enterprises; false disclosure disqualifies the bid.
• SBD 6.1 (Preference Points Claim): claims B-BBEE preference points under the 80/20 system; failure to submit proof means points are not claimed.
• SBD 7.1 (Contract Form): contract form to be signed by the successful bidder.
• Pricing Schedule (firm prices).
• CSD registration number.
• B-BBEE certificate or affidavit.
• Tax compliance status (must be in order at time of award).

Disqualification risks:

• Missing or unsigned required forms.
• Late submission, regardless of reason.
• Failure to comply with the scope of work.
• Listing on the Register for Tender Defaulters or List of Restricted Suppliers.

Evaluation in three stages:

Stage 1 – Administrative and mandatory compliance: all RFQ forms completed, valid CSD registration, Pricing Schedule, and all mandatory documents. Bidders who fail this stage are disqualified.

Stage 2 – Compliance with specifications: the proposal must fully address the technical requirements and deliverables. Non-compliance leads to immediate disqualification; there is no further evaluation on price.

Stage 3 – Price and preference points: only bidders who pass Stages 1 and 2 are evaluated. The 80/20 preference point system applies: maximum 80 points for price, 20 points for specific goals.

Preference points (specific goals) and evidence:

• Black People Ownership 51% or more: 6 points – valid B-BBEE certificate/affidavit or CIPC certificate/ID or CSD.
• Black Women Ownership 30% or more: 4 points – same evidence.
• Black Youth Ownership 30% or more: 4 points – same evidence.
• White Women Ownership 30% or more: 2 points – same evidence.
• People with Disability Ownership 20% or more: 4 points – same evidence.

Failure to submit proof for specific goals means those points are not claimed.

The department may negotiate with qualifying bidders.

The department reserves the right not to accept the lowest offer or any offer.

Scope:

Appointment of a service provider to conduct an organisational design review, job analysis, job description development, market benchmarking, work study, and Paterson job evaluation for merSETA.

Objectives:

• Conduct a holistic organisational design review and capacity assessment.
• Analyse structural implications, role consolidations, and gaps.
• Ensure role clarity, accountability, and alignment with merSETA's mandate and strategy.
• Prepare or update standardised, compliant job descriptions.
• Job evaluation using the Paterson Grading System (Grade A to Grade F).
• Benchmark jobs and salary scales against the external market (mer-sector, SETAs, related industries).
• Ensure internal equity (equal pay for work of equal value).
• Perform a work study and capacity assessment.
• Provide financial modelling and costed recommendations.

Roles to analyse (job analysis and workload capacity):

• Manager: Payroll and Finance
• Specialist: Payroll
• Professional Assistant: Executive Manager: Corporate Services
• Professional Assistant: Chief Financial Officer
• Professional Assistant: Chief Operations Officer
• Professional Assistant: CEO Office
• General Office Worker (all regional offices)
• Client Liaison Officer (all regional offices)
• Quality Assurance (all regional offices)
• Client Liaison Administrator (all regional offices)
• Specialist Client Services (all regional offices)
• Chief Information Officer
• Five (5) other positions still to be determined.

Methodology requirements:

• Structured methodology covering job analysis, job descriptions, job grading (Paterson), benchmarking, internal equity, and work capacity.
• Deliver a detailed project plan with resources, timelines, and milestones.

Deliverables (minimum content):

1. Inception report and project plan
2. Diagnostic and organisational assessment
3. Organisational design options and recommendation
4. Workload and capacity report
5. Job descriptions (draft and final)
6. Job-evaluation report and register
7. Internal consistency and remuneration analysis
8. Implementation roadmap
9. Final consolidated report and presentation
10. Working materials (data extracts, templates, evaluation records)

Project duration: 6 months from contract signature.

No services may be rendered before an official appointment letter or purchase order is received.

The methodology must cover: job analysis, work study, job description writing, internal equity analysis, Paterson grading, and benchmarking. The bidder must provide a detailed project delivery plan with approach, resources (lead and support consultants), timelines and milestones. The plan must specify roles and not include individuals who will not be assigned to the project. The methodology must address structural implications, role consolidation, gap analysis, capacity assessment, and financial modelling.

The bidder must have at least 5 years' experience in organisational design, job analysis, work study, and Paterson job evaluation, including similar projects in the public sector or state-owned entities. Two signed reference letters from previous clients within the last 6 years are required. The lead consultant must have a relevant postgraduate qualification in HR or Business Management and at least 5 years' relevant experience. A support consultant must have a relevant postgraduate qualification and at least 3 years' relevant experience. CVs for the named consultants must be submitted.

No specific quality management certification (e.g., ISO) is required. The service provider must deliver the specified reports and materials to an acceptable standard. merSETA may conduct site inspections at the bidder's premises or client sites, and may require verification of information. The final consolidated report must summarise findings, recommendations and financial implications.

Firm prices only, inclusive of VAT. Prices must be valid for at least 60 days. Quotations must be on the official merSETA pricing form; additional breakdown may be on company letterhead. Price Declaration must be completed. A separate schedule is required for each delivery point. The price(s) must include all related expenses. No price escalation is permitted.

Payment terms: valid invoices paid in full within 30 days from statement date, upon substantiated claim and work done to merSETA's satisfaction.

No payment for unproductive or duplicated time due to staff changes, inefficiencies or rework.

Pricing format: firm prices only, inclusive of VAT where applicable. Prices subject to exchange rate variations are not accepted.

Prices must be valid for at least 60 days.

Quotation must be fully inclusive of all related expenses (transport, accommodation, etc.).

A separate pricing schedule is required for each delivery point (if applicable).

Price Declaration must be completed; it prevails if totals differ.

Mandatory:

• CSD registration (National Treasury Central Supplier Database) – valid CSD number required.
• Tax matters must be in order at time of award.
• B-BBEE certificate or affidavit required for preference points.
• Bidders must not be listed on the Register for Tender Defaulters or List of Restricted Suppliers.
• Must complete all SBD forms (SBD 4, SBD 6.1, SBD 7.1) and Authority to Sign.

Experience requirements:

• Minimum 5 years' experience in Organisational Design, Job Analysis, Work Study, and Job Evaluation using the Paterson Job Grading Methodology.
• Experience must include similar projects in the public sector or state-owned entities.
• Two (2) signed reference letters from previous clients, within the last 6 years, including company name, letterhead, contact person, telephone/email.

Key personnel:

• Lead consultant: relevant postgraduate qualification in HR or Business Management, at least 5 years' experience in organisational design and job evaluation using Paterson.
• Support consultant: relevant postgraduate qualification in HR or Business Management, at least 3 years' experience in organisational design and job evaluation using Paterson.

No specific CIDB grading or local content requirements stated.

No specific health and safety requirements are stated in the document.

The offer remains binding for the validity period. Withdrawal of quote or failure to fulfil the contract may result in merSETA recovering additional expenses, including through set-off against monies due. The contract is subject to the Public Finance Management Act, merSETA SCM Policy, and General Conditions of Contract. Acceptance may be communicated by email. South African law governs. False information may lead to contract cancellation and recovery of costs. A signed SLA or contract (SBD 7.1 or 7.2) may be required after award.

Three-stage evaluation: (1) administrative and mandatory compliance, (2) compliance with specifications, (3) price and preference points. The 80/20 preference point system applies. Preference points available: Black ownership (51%+) 6 points, Black women ownership (30%+) 4 points, Black youth ownership (30%+) 4 points, White women ownership (30%+) 2 points, People with disability ownership (20%+) 4 points. Evidence required for each goal. Failure to submit proof means points are not claimed. Non-compliance with specifications leads to immediate disqualification. merSETA may negotiate with qualifying bidders and is not obliged to accept the lowest offer.