Feasibility study and business case for a climate change response fund (ccrf)

• Purpose: Appoint a service provider to conduct a Feasibility Study and Business Case (including a Theory of Change) for establishing the Climate Change Response Fund (CCRF) over 6 months.
• Background: South Africa faces severe climate impacts; the CCRF aims to coordinate public and private finance for climate resilience, adaptation, and mitigation.
• Objectives: Deliver a feasibility study, business case, and theory of change to guide CCRF establishment, considering existing reports and strategies.
• Scope: Comprehensive work including legal feasibility, governance options, funding modalities, implementation roadmap.
• Expected Deliverables: Inception report, stakeholder workshop, progress meetings, final reports with legal and governance documents.
• Duration: 6 months from contract signature.
• Budgeting: Provide comprehensive cost offer inclusive of all taxes; travel from home to office not covered.
• Information Session: Non-compulsory briefing on 15 July 2026 via MS Teams.
• Evaluation: Three-phase process covering compliance, functionality, and price/preference points.

• Closing Date and Time: 14 August 2026 at 11:00 AM.
• Non-compulsory Briefing Session: 15 July 2026 from 11:00 AM to 12:30 PM via Microsoft Teams. Link: https://teams.microsoft.com/meet/336639258970012?p=CqhytOdg0qhE0Ncft4.
• Clarification Deadline: Submit questions or queries to the DFFE email at least seven (7) calendar days before the closing date.

• For bidding procedure enquiries: Contact SCM Officials via email at [email protected].
• Telephone: (012) 399 9892.
• Submission Address: Department of Forestry, Fisheries and the Environment, The Environment House, 473 Steve Biko Road, Cnr Soutpansberg and Steve Biko Road, Arcadia, Pretoria/Tshwane.
• Technical enquiries: Contact details are not specified in the provided text.

• Submit bids by 14 August 2026 at 11:00 AM. Late bids will not be considered.
• Deliver bids to the bid box at: Department of Forestry, Fisheries and the Environment, The Environment House, 473 Steve Biko Road, Cnr Soutpansberg and Steve Biko Road, Arcadia, Pretoria/Tshwane.
• Use official bid forms provided; do not retype them.
• Required returnable documents include: Master Bid Document (bound), Electronic Copy (USB), B-BBEE Certificate/Sworn Affidavit, Tax Compliance/CSD registration proof, completed SBD1, SBD3.3 (aligned to Annexure A), SBD4, SBD6.1.
• For consortia/joint ventures: submit a signed JV agreement. For subcontracting: submit a signed subcontracting agreement.
• Include a Letter of Authority to sign on behalf of the company and a completed Consent and Indemnity Form (Annexure C).
• Failure to provide any required particulars may render the bid invalid.

Must be registered on Central Supplier Database (CSD) with valid tax compliance (TCS pin or CSD report). Submit B-BBEE certificate/sworn affidavit for preference points. No directors/members in service of state. Complete and sign SBD1, SBD3.3, SBD4, SBD6.1. For JVs/consortia: signed agreement required. For subcontracting: formal agreement required. Letter of authority to sign. Minimum 70% functionality score covering project plan/methodology (15 pts), Project Leader qualifications (15 pts), Project Leader experience (15 pts), Key Expert 1 qualifications (10 pts), Key Expert 1 experience (10 pts), plus additional criteria.

Scope: Appoint a professional service provider to undertake a Feasibility Study and Business Case (including a Theory of Change) for the establishment of the proposed Climate Change Response Fund (CCRF) over 6 months.

Key Deliverables:

• Inception report with Gantt chart, proposed table of contents.
• One stakeholder engagement workshop in Pretoria, Gauteng.
• Regular progress task team meetings.
• Feasibility Study addressing: potential duplication with existing funds, statutory overlap analysis, legal compatibility, governance options, legislative roadmap.
• Business Case Report (including Theory of Change) covering: CCRF design options, funding modalities, governance structures, implementation modalities, impact assessment.
• Final outputs: legal feasibility report, governance options paper, legislative roadmap, draft institutional framework, draft implementation roadmap.

Timeframe: All deliverables must be completed within 6 months from appointment. Detailed phased timeline provided in the document.

Location: Stakeholder workshop in Pretoria; service provider to budget for select in-person task team meetings.

• Bidders must submit a detailed project plan with work breakdown, defined objectives, milestones, timeframes, resource allocation, and risk management.
• The methodology should cover environment, sustainable development, and finance aspects.

• Project Team Leader: Requires qualifications in Environmental Management/Science, Sustainable Development, or Finance/Economics (NQF 7 or higher). Minimum 7 years of relevant experience.
• Team Member (Key Expert 1): Requires qualifications in development finance/economics (NQF 7 or higher). Experience in sustainable finance, climate finance, fund design, or financing mechanisms assessed.
• Team Member (Key Expert 2): Requires qualifications in environmental management and/or sustainable development (NQF 7 or higher).
• CVs must detail relevant experience and include contactable references. Expertise in public finance law, institutional governance, climate finance law, or administrative law is advantageous.

• Bidders must complete the Pricing Schedule (SBD 3.3) with prices excluding VAT for each phase and deliverable.
• Phases: Inception Phase (within 1 month), Literature Review (within 2 months), Feasibility Study and Business Case (within 6 months).
• Deliverables include inception meeting/report, desktop review, drafts, stakeholder workshop, task team meetings, and final report.
• Provide total price excluding VAT and including VAT.
• Bid must be valid for 120 days from closing date.

• Submit a comprehensive offer inclusive of all costs, expenses, and applicable taxes. Travel between home and office is not reimbursable.
• Pricing must follow the Pricing Schedule (SBD 3.3 and Annexure A). In case of discrepancy, SBD 3.3 takes precedence.
• Indicate a ceiling price for the entire project, inclusive of all taxes.
• Bid validity: 120 calendar days from closing date. DFFE reserves the right to extend validity; bidders must respond in writing to any extension.
• DFFE reserves the right to negotiate price with the recommended service provider.
• Payment terms are not detailed in the provided text.

• Tax Compliance: Submit SARS Tax PIN or TCS certificate. If registered on CSD, provide CSD number. For consortia/JVs, each party must submit separate tax compliance proof.
• Central Supplier Database (CSD): Proof of registration required.
• B-BBEE: Submit a valid B-BBEE Status Level Verification Certificate or Sworn Affidavit (for EMEs & QSEs) to qualify for preference points.
• Foreign Suppliers: If not resident in RSA, with no branch, permanent establishment, income, or tax liability in RSA, tax registration is not required.
• State Employees: No bids accepted from persons in the service of the state, companies with directors in state service, or close corporations with members in state service.
• Required Forms: Complete and sign SBD1, SBD4, SBD6.1.

• The CCRF addresses climate change impacts including droughts, heatwaves, floods, and wildfires.
• The feasibility study must consider South Africa's National Adaptation Strategy, Low Emissions Development Strategy (LEDS), Nationally Determined Contribution (NDC), and international climate obligations.
• The fund aims to enhance climate resilience, strengthen disaster management, and promote sustainable finance.

• The successful bidder must sign a written contract form (SBD7).
• The bid is subject to the Preferential Procurement Policy Framework Act, 2000, Preferential Procurement Regulations, 2022, General Conditions of Contract (GCC), and any special conditions.
• Fraudulent claims or failure to fulfill contract conditions may lead to disqualification, cost recovery, contract cancellation, restriction from state business for up to 10 years, and criminal prosecution.

• Price Scoring (80 points): Uses 80/20 preference point system. Formula: Ps = 80
• (1 - (Pt - Pmin) / Pmin), where Pt is tender price and Pmin is lowest acceptable tender.
• Specific Goals (20 points): Points awarded for >50% ownership by Black people, Women, or people with disabilities.
• Bidders must submit proof (B-BBEE certificate/sworn affidavit) to claim these points.
• The organ of state reserves the right to verify claims and may impose penalties for fraudulent claims.