Business intelligence (bi) development services (obiee)

Closing: 04 September 2026 at 11h00 (eTender Portal).

Briefing: Non-compulsory online briefing session on 24 August 2026 at 13h00-14h00 via Microsoft Teams. Join link: https://teams.microsoft.com/meet/316360367036933?p=fWZeRplCjDfyA0Ngwm; Meeting ID: 316 360 367 036 933; Passcode: 7Da2x8Wb.

Clarification enquiries: written submissions due by 28 August 2026.

Responses to clarifications: published on eTender Portal on 1 September 2026.

A non-compulsory online briefing session will be held on 24 August 2026 at 13h00-14h00 via Microsoft Teams. Join link: https://teams.microsoft.com/meet/316360367036933?p=fWZeRplCjDfyA0Ngwm; Meeting ID: 316 360 367 036 933; Passcode: 7Da2x8Wb.

Clarification enquiries: [email protected] (written submissions only).

eTender submission enquiries: National Treasury at +27 (0)12 406 9222 or [email protected].

Bids must be submitted electronically via the National Treasury eTender Portal (www.etenders.gov.za). No physical, hand-delivered, or courier submissions will be accepted. The eTender Portal automatically prevents late uploads after the closing date and time; bidders are responsible for ensuring successful upload before then. The Pricing Schedule (SBD 3.3) must be uploaded as a separate file clearly labelled "Pricing Schedule (SBD 3.3)". All company details (full name, physical address, contact number, email, contact person, closing date) must be entered correctly in the eTender portal fields. Required returnable forms: SBD 1 (Invitation to Bid), SBD 4 (Declaration of Interest), SBD 6.1 (Specific Goals Declaration), SBD 3.3 (Pricing Schedule). Missing or incomplete documents may be submitted within 2 working days of request; failure results in disqualification.

Bids must be submitted electronically via the National Treasury eTender Portal (www.etenders.gov.za). No physical, hand-delivered, or courier submissions will be accepted. Late uploads are automatically prevented by the portal. The Pricing Schedule (SBD 3.3) must be uploaded as a separate file clearly labelled "Pricing Schedule (SBD 3.3)". All company details must be entered correctly in the eTender portal fields. Required returnable forms include SBD 1, SBD 4, SBD 6.1, and SBD 3.3.

Four-phase evaluation: Phase 1 Mandatory Technical Criteria (pass/fail), Phase 2 Rated Criteria (functionality), Phase 3 Administrative Compliance, Phase 4 Price/Preference. Failure at any phase disqualifies the bid.

Phase 1 (Mandatory): Bidders must be accredited on SITA RFB 1183 (Business Solution Delivery Services category) and accredited in Gauteng. Bids must be submitted by the closing date and time.

Phase 2 (Rated, max 100 points, minimum qualifying score 60):

• Company Experience in Oracle services in pension administration (max 20): ≤1 yr 0; >1-3 yrs 5; >3-5 yrs 10; >5-10 yrs 12; >10-12 yrs 15; >12 yrs 20.
• Work Plan/Implementation Plan/Methodology (max 25): no methodology 0; methodology for recurring and project services 10; plus governance model and escalation matrix 15; plus reporting requirements 20; plus detailed risk management plan 25.
• Experience of service delivery team (max 50): attach 2 CVs for 2 expert-level roles covering ODI, OBIEE, PL/SQL, SQL, Data Warehouse Design, ETL, Basic DBA, Solaris scripting. Points per capability: ≤1 yr 0; >1-3 yrs 2; >3-5 yrs 6; >5-10 yrs 8; >10 yrs 10 (each CV contributes half).
• Reference letters (max 5): no letters 0; 1 letter 1; 2 letters 2; 3 letters 3; 4+ letters 5.

Phase 3 (Administrative): SBD 1 and SBD 4 completed in full; bidder registered on CSD or directors not restricted from doing business with the state. Missing documents may be submitted within 2 working days.

Phase 4 (Price/Preference): 80/20 preference system (80 points price, 20 points specific goals) per PPR2022. SBD 6.1 must be correctly completed to claim specific goals; otherwise no points awarded. Incomplete or unsigned pricing schedule results in automatic disqualification.

Scope: BI Development Services at expert level, including:

• Writing Oracle Data Integrator (ODI) mappings, scenarios, and related artefacts for the Oracle data warehouse and reporting.
• Writing Oracle SQL and PL/SQL code.
• Creating Oracle Business Intelligence Enterprise Edition (OBIEE) reports and dashboards.
• Performing Business-as-Usual (BAU) activities and providing user support.
• Uploading test evidence, results, and release notes to the bug/issue/change tracking system.
• Complying with GPAA standards, best practice coding standards, security requirements, and documentation practices.

Required knowledge and experience: Data Warehousing Design and Implementation; OBIEE; ODI; PL/SQL; Oracle SQL; Data Warehouse ETL processes; Solaris (Unix) scripting; Basic Oracle Database Administration. Knowledge of National Treasury products (Injury on Duty, Military Pensions, Medical Finance, Special Pensions) and GEPF systems (Exits, Pension Case Management, Funeral Benefit, Two Pot). Experience with formal SDLC.

BAU deliverables include: SLA reports, case status process development, channels reporting, operational productivity and case tracking reporting, channel enhancements, Two-pot reporting, quarterly/monthly/daily administration reporting, SMS campaigns and digital communication reporting, user profile reporting, troubleshooting on special projects, knowledge transfer, new project implementation, monitoring daily/monthly loads, system job processing and monitoring, user support and guidance, operational support.

Location: Services delivered onsite at GPAA Head Office, Arcadia, Pretoria. Alternative arrangements require written GPAA approval.

Project management: Waterfall methodology per GPAA Project Management Framework, with phased implementation, change management, user training, and a project team comprising GPAA representatives and ICT.

Performance measures: approved project charters, signed project plans, weekly/monthly/quarterly progress reports, risk matrix, disbursement packs, milestone sign-offs, implemented solution within scope/time/budget, reports on user training and testing.

The GPAA requires adherence to its approved Project Management Framework, adopting the waterfall methodology. This includes a phased system implementation approach with clearly articulated milestones, deliverables, activities, and timelines; a robust change management plan, communication, and user training; system development and deployment; and a project implementation team comprising GPAA representatives and ICT. For the Work Plan/Implementation Plan evaluation (max 25 points), bidders must provide a detailed methodology covering recurring and project services, a governance model, an escalation matrix, reporting requirements to manage service delivery and delivery failure, and a detailed risk management plan. Higher detail earns more points.

Bidders must complete a Company Experience Template listing all clients where BI services were rendered in the last ten years, including company name, contract duration (in months), contract value (in SA Rands), specific service rendered, and contactable reference details. Failure to comply results in forfeiting points. For the service delivery team, bidders must attach 2 CVs for 2 expert-level roles demonstrating experience across the full suite of capabilities: ODI, OBIEE, Oracle PL/SQL and SQL, Data Warehouse Design and ETL process implementation, and Basic Database administration and Solaris (Unix) scripting. CVs must demonstrate qualifications and years of experience. If proposed CVs are no longer available at award, CVs of the same calibre must be proposed; non-compliance may lead to disqualification or termination of contract.

Deliverables must follow the GPAA System Development Lifecycle (SDLC) including requirements gathering, planning, system design, development and configuration, testing (unit, integration, system/QA, user), deployment, and post-implementation maintenance and support. Reporting management includes weekly, monthly, and quarterly reports, plus weekly timesheets with detailed activities to manage the SLA. Project performance measures include approved project charters, signed project plans, progress reports, risk matrix, disbursement packs, milestone sign-offs, implemented solution within scope/time/budget, and reports on user training and testing.

Bidders must complete the prescribed SBD 3.3 Pricing Schedule electronically in the format provided, populate shaded rows digitally, print, sign, and upload the fully completed and signed document via the eTender Portal as a separate file clearly labelled "Pricing Schedule (SBD 3.3)". An incomplete, unsigned, or partially signed schedule (including missing initials or blank fields) is deemed non-compliant and results in automatic disqualification. Only the financial proposal of acceptable bidders is further evaluated.

Pricing must be submitted on the prescribed SBD 3.3 Pricing Schedule, completed electronically on shaded rows, printed, signed, and uploaded as a separate file labelled "Pricing Schedule (SBD 3.3)". An incomplete, unsigned, or partially signed schedule (including missing initials or blank fields) results in automatic disqualification. Only financial proposals of acceptable bidders are evaluated. No bond, guarantee, or payment terms are stated in the document.

Mandatory: SITA RFB 1183 accreditation (Business Solution Delivery Services category) and accreditation in Gauteng.

CSD registration required, or directors not restricted from doing business with the state.

Tax compliance: SARS TCS PIN or CSD number; each party in a consortium/JV/subcontracting arrangement must submit separate TCS/CSD details.

SBD 1 (Invitation to Bid) and SBD 4 (Declaration of Interest) must be completed in full.

SBD 6.1 (Specific Goals Declaration) required to claim preference points.

SBD 3.3 (Pricing Schedule) must be fully completed and signed.

Bids from persons in the service of the state, or companies with directors in state service, will not be considered.

Proof of authority (e.g., company resolution) required for the signatory.

Contract duration is 3 years with an option to extend for 2 additional one-year periods (3 + 1 + 1), subject to performance review after the initial 3 years. The duration aligns with the GPAA road map for replacing the current pension administration solution, allowing parallel operations during integration and deployment. GPAA will determine which services and applications are retired, continued, or integrated during deployment.

The evaluation follows four phases: Mandatory Technical Criteria (pass/fail), Rated Criteria (functionality), Administrative Compliance, and Price/Preference. Bidders failing any phase are disqualified. Phase 1 requires SITA RFB 1183 accreditation (Business Solution Delivery Services) and Gauteng accreditation. Phase 2 rated criteria total 100 points with a minimum qualifying score of 60. Phase 3 verifies SBD 1, SBD 4, and CSD registration. Phase 4 uses the 80/20 preference system (80 price, 20 specific goals) per PPR2022. GPAA may conduct due diligence and vetting of bidders, including company history, financial information, directors, and any judgements. Under section 2(1)(f) of the PPPFA, GPAA may award to a bidder that did not score the highest total points if objective criteria justify it.