The appointment of fiduciary & operational resources (RST11-RST14) to the reform support team (rst) for the national treasury’s metro trading services reform required service provider: fiduciary & operational resources (RST11-RST14)

{"name":null,"email":null,"phone":null,"department":"ies.","address":"vices and support the turnaround of trading services to"}

Returnable Documents: 8.1.1 STAGE 1A: ADMINISTRATIVE COMPLIANCE (NON-DISQUALIFICATION), and the Central Supplier Database (CSD) at the closing date and time of the bid. Bidders must, SBD 1- Invitation to Bid Complete the supplied pro forma document on the, Central Supplier Database (CSD) Registration Bidders must be registered on the Central Database, Report , or CSD registration number and Valid System (CSD) at the closing date and time of the bid., Tax Compliance Status Verification., SBD 4 - Bidder’s Disclosure Complete the supplied pro forma document on the, Bidders must complete the SBD 4 document as provided on e-procurement. A bid may be disqualified, SBD 6.1 - Preferential Point Claim form in terms Complete the supplied pro forma document on e, of the Preferential Procurement Regulation procurement system i.e SBD 6.1 and Specific Goals, Failure to complete the SBD 6.1 will result in the

No RST13: Gender and Inclusion Weight Scoring Criteria

Specialist

Relevant Gender and Inclusion 5 = >10 years experience in

Experience (40%): Demonstrated applying gender and social

experience in applying gender and inclusion principles

social inclusion principles in 4 = 8 – 10 years 1. 40% infrastructure or public sector reforms. 3 = 5-7 years

Provide a list of experience, clearly 2 = 2-5 years

stating start and end date and the role 1 = < 2 year

played 0 = No relevant experience

Approach and Methodology (25%):

Bidder to provide a short approach and

5 = Excellent - clear approach and methodology plan on how to establish

methodology, with experience in or enhance mainstreaming of gender

all four listed criteria and inclusion, incl. the design or

4 = Very Good - clear approach enhancement of grievance redress

and methodology, with experience mechanisms that serve all segments of

in at least three listed criteria society, especially marginalised

3 = Good - standard approach. groups.

Lacks innovation and experience Points will be allocated to:

in 3 or less of the listed criteria 2.

• practical experience in national 25% 2 = Average - limited reference government

and experience and understanding

• practical experience in local of the approach in driving social government and gender inclusion
• understanding / exposure to 1 = Poor - poor submission, less

international procurement than two criteria listed

practises (world bank and 0 = Non-responsive No approach

others) provided or completely irrelevant

• policy / procedure notes to the requirements.

written on gender and social

inclusion

Qualifications (20%): Relevant 5 = Masters academic qualifications in gender, 4 = Honours inclusion, and urban development, 3= Degree namely: 3. 20% 2 = National Diploma Human Resources Management 1 = Matric or no relevant

Industrial and Organisational qualification Pshycology, Socialolgy or related

social studies.

Understanding of the Reform and 5 = Excellent submission, clearly

Regulatory Context (15%): Bidder to stating existing challenges, the

provide : policy environment and innovative

• Evidence of understanding of solutions to drive this inclusion

South African gender and and monitor the implementation

inclusion focussed policies thereof 4. 15%

• Challenges being presented in 4 = Very Good submission,

local municipal, and clearly stating existing challenges,

how to influence and manage local the policy environment and

government to comply and include this innovative solutions to drive this

in their trading services. inclusion and monitor the

implementation thereof. Local

government exposure is limited to

less than 5 years.

3 = Good submission, clearly

stating existing challenges, the

policy environment. Limited

innovation and limited monitoring

of the implementation thereof

2 = Average – generic submission,

no monitoring experience, limited

LG exposure

1 = Poor – submission will not

address the requirements to

mainstream this in the trading

services environment in LG ; not

clearly articulated ; no clear path

or solution

0 = No relevant experience.

Total score 100

Threshold 70%

The appointment of fiduciary & operational resources (RST11-RST14) to the

Reform support team (rst) for the national treasury’s metro trading services

Reform

Programme Identification

Name of Client National Treasury (NT)

Name of Project Cities Support Programme (CSP) 3 Procurement Support

Contracting Authority Government Technical Advisory Centre (GTAC)

Accountable Officer Ndimphiwe Jamile: Acting CD: NDPP

Ndimphiwe Jamile: Acting CD: NDPP

Budget Manager

GTAC seeks to appoint on behalf of CSP, fiduciary and operational Project Purpose

specialist (RST11 – 14) as part of the Reform Support Team for the Metro

Trading Services Reform

Contents

Contents

Terms of reference .................................................................................................... 1

1. Background information ......................................................................................... 4

1.1 Programme objectives, rationale and priorities ................................................ 5

1.2 Programme management............................................................................................. 7

2. The scope of work ...................................................................................................... 8

2.1 Appointment ................................................................................................................. 8

3. Technical expertise required .................................................................................. 9

RST11: Environmental, Social and Fiduciary Safeguards Specialists ................................ 9

RST12: Procurement Specialist ........................................................................................ 12

RST13: Gender and Inclusion Specialist ........................................................................... 14

RST14: Finance, Operations and Admin Coordinator ....................................................... 17

4. Logistics and schedule of the assignment ........................................................ 19

4.1 Logistical support ................................................................................................... 19

4.2 Contract management and reporting ................................................................. 19

4.3 Project duration ...................................................................................................... 19

5. Remuneration ............................................................................................................ 20

6. Submission requirements ....................................................................................... 20

7. Risks and assumptions ............................................................................................. 20

8. Evaluation process and methodology ............................................................... 20

8.1 Evaluation Phases/Methodology ................................................................................... 21

8.1.1 Stage 1a: Administrative Compliance (Non-Disqualification) ......................... 21

8.2 Tax Clearance Status ................................................................................................... 22

8.2.1 Stage 1b: Mandatory Compliance (Disqualification) ....................................... 23

8.2.2 Phase 2: Desktop Evaluation ........................................................................... 23

8.2.3 Scoring criteria ......................................................................................... 24

9. Skills transfer .......................................................................................................... 34

10. Monitoring and evaluation .................................................................................... 34

11. Financial implications ............................................................................................. 34

12. Contracting authority ........................................................................................... 34

13. Other bid conditions ............................................................................................... 35

14. Bid validity period ..................................................................................................... 35

15. Legal implications .................................................................................................... 35

16. Clarifications ............................................................................................................ 35

17. Communication ......................................................................................................... 35

18. Counter conditions ................................................................................................. 36

19. Prohibition of restrictive practices ................................................................... 36

20. Beneficial ownership............................................................................................... 36

21. Submission details.................................................................................................... 37

22. Contact details......................................................................................................... 38

1. Background information

South Africa's eight metropolitan municipalities (metros) are home to approximately 40% of the

national population, spread across 30,000 square kilometers, and generate 85% of the country’s

economic activity. Recognized in the National Development Plan 2030, metros form the backbone of

the national economy, providing essential services like water supply and sanitation (WSS), electricity,

and solid waste management (SWM), collectively known as ‘trading services’, to both residents and

industrial customers. Trading services (TS) are services for which consumption charges are levied and

determined with the intention of making a surplus (profit) on the delivery of the services. Urbanization

compounded with the enduring legacy of apartheid spatial planning has led to pronounced spatial

challenges and inefficiencies. These include spatial injustice and inequality, where the urban poor tend

to settle in peripheral urban areas far from social and economic opportunities.

South Africa's metros are facing a crisis in the provision of basic services, driven by a deterioration

in functions that are central to effective city management including accountability, financial, and

operational performance. The significant decline over the last 10 years is due to several factors: i) low

collection rates resulting in loss of revenues; ii) trading services departments not having full control of

the revenue cycle (governance failures); iii) lack of financial transparency and suboptimal procurement

processes; iv) lack of proper asset management; and v) underinvestment in infrastructure operations

and maintenance. In many metros, the sustained deterioration of trading services infrastructure has

been associated with poorly defined lines of accountability, with support services such as finance and

collections, human resources, supply chain management, information technology, and fleet

management, often fragmented under separate units (e.g., Executive Directors or Heads of

Departments) of the metro administration. Despite efforts to modernize and transform network

industries, including electricity and water under phase 1 of Operation Vulindlela, a joint initiative of the

Presidency and National Treasury (NT), urgent action is needed to reverse the rapid deterioration and

increasing vulnerability to shocks of urban services and support the turnaround of trading services to

improve the quality of life and resilience for metropolitan residents.

To address this, national government, led by the National Treasury in collaboration with relevant

national departments, has initiated a six-year reform agenda which will provide performance-based

conditional grants to the metros to incentivise improvement in service delivery in the three trading

services (water supply and sanitation, electricity and solid waste). The Metro Trading Services Reform

(MTSR) aims to introduce a new grant to incentivize the turnaround of metro trading service (TS)

performance through institutional reform and increased investment, including an enhanced role for

private sector investments. Performance improvements will be underpinned through targeted reforms

and actions in (i) accountability, (ii) financial performance and (iii) operational performance.

The Metro Trading Services Reform is anchored in phase 2 of Operation Vulindlela which includes

local government as a priority reform area. The Metro Trading Services Reform leverages a set of

reforms aligned with various national policy objectives emanating from NT, the Department of Water &

and Sanitation (DWS), the Department of Electricity and Energy (DEE), the Department of Forestry,

Fisheries and the Environment (DFFE), the Department of Cooperative Governance (DCOG), and the

National Department of Human Settlements. These reforms are briefly summarized as follows:

• institutional/structural reforms to improve accountability and governance for the trading service at

metro level, by incentivizing effective management through establishing a single point of

management accountability (including control over essential support services) and attending to

management and technical capability.

• reforms to increase the financial performance of the trading services, through increased

transparency of financial data, improved operating cost recovery, and improved financial

relationship between the metro and each trading service, facilitated through full implementation of

the mSCOA;

• reforms to improve the performance orientation of capital grants provided to metros for

infrastructure investment in trading services. Grant reforms through restructuring existing grants and

introduction of a new performance-based grant as a fiscal incentive for metros to undertake these

reforms and increase investment in trading services; and

• reforms to address root causes of the deteriorating performance of local government, under phase

2 of Operation Vulindlela.

Under section 154 of the Constitution, national government provides support to municipalities to

strengthen service delivery. For more than a decade, NT has been implementing an umbrella support

programme through its Intergovernmental Relations (IGR) division to enable cities to address the

inefficiencies in the built environment and drive meaningful change. The Cities Support Programme

(CSP) focuses on strengthening the intergovernmental environment for this agenda, improving

performance and strengthening governance towards inclusive economic growth. Considering the multi-

sectoral challenges that are faced by the metros, IGR coordinates and collaborates with government

stakeholders across the three spheres of government.

The Metro Trading Services Reform consists of a new targeted performance-based fiscal transfer

(grant) to the Metros (the Metro Trading Services Component of the Urban Development Financing

Grant, UDFG) that will be allocated to metros on achievement of specific results over the next six years.

To participate in the Programme, Metros are preparing sector-specific PIAPs for each trading service

using prescribed templates developed by NT. The PIAPs must reflect clear targets as well as a six-year

budget envelope for proposed activities to achieve those targets, with sources of funding identified

(MTSG and other sources). Metros must obtain Council approval for each PIAP as a sign of commitment

and submit the plan to NT for technical review and approval to be considered eligible for inclusion in the

programme and grant allocation.

This document sets out the context for the appointment of fiduciary and operational resources to

the Reform Support Team within the CSP to support implementation of the trading services reform for

an initial period of three years from June 2026 to December 2028, with the option to extend for an

additional two years to December 2030.

This scope of work is for the operational and fiduciary experts in the Reform Support Team. A

separate procurement is being conducted for technical experts of the Reform Support Team.

1.1 Programme objectives, rationale and priorities

While South Africa’s local government infrastructure grant system endows municipalities with

substantial fiscal resources to support investments in municipal infrastructure, especially to the

metropolitan municipalities, it lacks effective incentives that focus on results. This has resulted in

inefficient spending of infrastructure grants, leading to under investment and deferred maintenance in

municipal services and infrastructure and deterioration in the service-delivery performance of the

Trading Services across all South Africa’s Metros. To address this problem, the NT has established the

Metro Trading Services Reform. The core intended result of the reform is a profound improvement in the

operating and financial performance of the Trading Services organizations and a robust strengthening

of the institutional systems which underpins this performance. The overall outcome is a sustained

enhancement of the quality and reliability of water supply and wastewater, electricity and solid waste

management services across the Metros.

The objective of the Metro Trading Services Reform is to improve the accountability, financial and

operational performance of trading services in South Africa’s metropolitan municipalities. The

rationale for the MTSR is that accountability, financial and operational measures are critical to improve

the performance of water and sanitation, electricity and solid waste management trading services. The

reform’s results areas outline clear activities and outputs towards the achievement of performance

outcomes that will lead to improved trading services, ultimately contributing to enhanced service

reliability, quality and financial sustainability in the long-term. The impact of these improvements over

the long term is improved living conditions in the metropolitan municipalities, business climate,

economic growth and job creation.

The following outcome indicators will be used to measure the achievement of the objective:

• Indicator 1. Metros that have met and maintained the Programme’s Minimum Commitments (MCs)

(number).

• Indicator 2. Non-revenue Water (NRW) reduction in South Africa’s metros as a result of the

Programme (percentage).

• Indicator 3. Electricity losses reduction in South Africa’s metros as a result of the Programme

(percentage).

The following results areas will deliver on the outcome indicators and the programme objective:

• Results Area 1: Improve Accountability Performance of Metro Trading Services. Reforming

metros’ institutional structures and governance processes to improve the management of the

Trading Services businesses through (a) establishment of a single point of management

accountability for each trading service including, among other issues, (i) appointing the head of

Trading Services Department and (ii) delegating all relevant functions to the TS such as procurement

and financial management to the head of said Department; and (b) improving the financial

transparency of Trading Services including through issuing of separate Audited Financial

Statements.

• Results Area 2: Improve Financial Performance of Metro Trading Services. Enhancing the Metro’s

financial management of their Trading Services by: (a) implementing relevant cost-reduction and

revenue improvement initiatives; (b) assigning the benefits (increased cash operating surpluses) to

the Trading Service concerned; and (c) ensuring that increased surpluses are used to fund priority

Trading Service investments.

• Results Area 3: Improve Operational Performance of Metro Trading Services.

Enhancing the Metro’s operational performance in Water and Sanitation Services (WSS)

operations, including through: (a) improving water security; (b) rehabilitation and expansion

of networks and infrastructure/assets; and (c) improving operations of WSS networks and

plants, including NRW, through improved systems, data management and digitalization.

Enhancing the Metro’s operational performance in Electricity and Energy operations,

including through: (a) the rehabilitation/replacement of distribution networks infrastructure to

improve network operations; (b) upgrading billing, collection and vending systems to improve

system efficiency; and (c) deploying Management Information System (MIS) and smart

metering, reliability monitoring to improve data quality and management.

Enhancing the Metros operational performance in Solid Waste Management (SWM)

operations, including through: (a) rehabilitation/replacement of SWM systems; (b)

improvements in landfill management; and (c) implementation of waste management

information systems to improve data quality and management.

1.2 Programme management

Management and implementation of the Metro Trading Services Reform will be undertaken

through the National Treasury with specific functions established for grant regulation, financing,

alignment with infrastructure reforms, metro oversight, delivery and support, and grant administration.

The Reform will be implemented under the oversight of a Multi-Sectoral National Steering Committee,

chaired by NT with representation from national departments and other role-players involved in the

three trading services. At the metro level, the accounting officer will oversee coordination of reform

implementation.

Within the National Treasury, the Intergovernmental Relations Division is responsible for

coordination of the Metro Trading Services Reform (see figure 1). Within IGR, two teams perform

particular functions in support of the Metro Trading Services Reform, namely:

• the Reform Support Team (RST) within the Cities Support Programme (CSP) and

• the Grant Administration Team (GAT) in the Neighbourhood Development Partnership Programme

(Ndpp).

Figure 1 Implementation arrangements for the Metro Trading Services Reform

1. The Reform Support Team (RST) is responsible for providing support to the eight metros and the 24

trading services in preparing, reviewing and implementing the PIAPs as well as support in reporting on

the PIAPs. The RST will also mobilise and coordinate the delivery of a significant programme of technical

assistance to metros and their trading services in support of reform implementation. Technical

assistance will also be offered to national departments to support their role in the reform. The RST will

be led by the CSP’s Climate Resilience and Sustainable Services Lead who reports to the CSP’s

Programme Manager. The Reform Support Team operational and fiduciary specialists responsible

for Finance, Operations, Procurement, Environmental and Social Safeguards, Gender and

Inclusion, amongst others, is the focus of this procurement.

2. A separate procurement is underway for Reform Support Team technical specialists responsible for

City Finance, Institutional and Governance, TS Sectors, and Communications, Knowledge, Monitoring

and Evaluation.

3. The Grant Administration Team is tasked with administration of the MTSG and the flow of funds

between NT and the Metros, reviewing metro progress reports and advising NT regarding disbursement

requests to be submitted to the WB, appointment and management of the Independent Verification

Agent and managing its contract, and reporting to the Multi-Sectoral Steering Committee, among other

functions. The GAT will be led by a Grant Administrator, with access to a contracted independent

verification agency.

The following fiduciary and operational specialists to be procured through these Terms of Reference will

form part of the Reform Support Team:

RST11: Environmental, Social and Fiduciary Safeguards Specialist/s

RST12: Procurement Specialist/s

RST13: Gender and Inclusion Specialist/s

RST14: Finance, Operations and Admin Coordinator

2. The scope of work

The scope of work is for the appointment of fiduciary and operational specialists (RST11-14) as part of the

Reform Support Team for the MTSR, as defined by terms of reference as contained herein.

2.1 Appointment

To appoint a company who will source the relevant for individuals to fulfil all requirements of the Scope

of Work and Terms of Reference.

3. Technical expertise required

The Metro Trading Services Coordination Team requires the following fiduciary and operational resources to

be appointed to the Reform Support Team:

Code Resource

RST11 Environmental, Social and Fiduciary Safeguards Specialist/s

RST12 Procurement Specialist/s

RST13 Gender and Inclusion Specialist/s

RST14 Finance, Operations and Admin Coordinator

RST11: Environmental, Social and Fiduciary Safeguards Specialists

Position RST11: Environmental, Social and Fiduciary Safeguards Specialists

Objective Provide strategic support to the National Treasury and metropolitan

municipalities to strengthen environmental, social, and fiduciary safeguards by

screening proposed projects for compliance with national and lender

requirements.

Scope

• Provide strategic technical support to the National Treasury and participating

metro municipalities to ensure effective integration of environmental, social,

and fiduciary safeguards in the planning, execution, and monitoring of reform

initiatives.

• Support metros to develop or strengthen (as needed) Environmental and

Social Management Systems (ESMS) to institutionalise safeguards

compliance and manage environmental and social risks across trading

services infrastructure and operations.

• Screen proposed metro projects and spending plans to assess alignment with

South African legislation and lender environmental and social requirements

(as applicable), identifying risks, restrictions or exclusions.

• Assist metros and the National Treasury to restructure investments that fall

under environmental or social exclusion lists, especially in solid waste

management, or identify alternative financing pathways.

• Guide the integration of safeguard considerations into metro turnaround

strategies, investment plans, and institutional roadmaps to support

sustainable and inclusive service delivery.

• Monitor the implementation of safeguard commitments, recommend

corrective actions, and contribute to internal and donor reporting on

safeguards performance.

• Develop tools, templates, and learning resources to build metro-level

capability and promote consistent application of safeguard principles across

the reform.

• Support the identification and reporting of potential fraud and corruption

risks, in line with National Treasury and lender anti-corruption policies

Key results 1. Environmental and Social Management Systems (ESMS)

areas and

• Diagnostic assessments of existing metro safeguards systems and capacity.

outputs

• ESMS frameworks, procedures, and tools tailored to metro needs and aligned

with reform priorities.

2. Project Screening and Compliance

• Screening proposed metro investments for environmental and social risks,

and programme exclusions.

Position RST11: Environmental, Social and Fiduciary Safeguards Specialists

• Support compliance with national law, licences and or permit conditions and

funder environmental and social requirements, as needed.

3. Exclusion Risk Management and Financing Alternatives

• Identification of projects subject to programme exclusions.
• Alternative financing or project restructuring recommendations to preserve

service delivery goals.

4. Monitoring, Reporting, incl. Fraud & Fiduciary Risk, and Knowledge

Products

• Safeguards progress reports and risk tracking updates.
• Practical guidance materials and tools for municipal and Treasury teams.
• Procedures or protocols for identifying, documenting, and escalating,

operations with high environmental risks, non-compliance and suspected

fraud or corruption in relation to safeguards implementation and fiduciary

oversight.

• Contributions to reports that include tracking of integrity-related risks.

5. Knowledge and Learning

• Case studies and briefs documenting inclusive practices and innovations.

Content for awareness, or peer learning with National Treasury and metro

teams.

6. Stakeholder Engagement and Integration

• Records of stakeholder engagement.
• Contributions to stakeholder engagement processes.
• Input into metro business plans and investment projects on safeguards.

Skills and

• Postgraduate degree in environmental science and/or social development

qualifications

• Extensive experience in designing and operationalising Environmental and

Social Management Systems in the South African context, particularly in

urban infrastructure or public sector reform settings.

• Strong working knowledge of South African regulatory frameworks and

international financing safeguards standards.

• Proven ability to conduct project-level screening, and environmental and

social risk and impact identification.

• Demonstrated experience advising on implementation of practical

environmental and social risk management solutions, corrective actions and

alternative financing approaches for projects that do not meet funder

safeguard criteria.

• Excellent writing, analysis, and stakeholder engagement skills, including the

ability to translate technical requirements into practical guidance for

municipalities.

Bid

• Relevant Experience in Safeguards and ESMS Development : Demonstrated

evaluation experience in supporting public institutions to establish or enhance

(total = 100 Environmental and Social Management Systems and apply safeguards in

points). infrastructure projects.

• Approach and Methodology : Clarity and robustness of the proposed

approach to screening, compliance, ESMS development, and the

identification and escalation of fiduciary risks, including potential fraud and

corruption concerns, in line with National Treasury and funder protocols.

• Qualifications and Technical Expertise : Academic and professional

background in environmental or social safeguards, with proven ability to

navigate both local and international compliance frameworks.

• Understanding of Metro Governance and Funding : Knowledge of the South

African municipal system, trading services reform, and the role of

development finance institutions in infrastructure funding and safeguards

enforcement.

Position RST11: Environmental, Social and Fiduciary Safeguards Specialists

Level of Effort The contract will provide for:

• a maximum of 40 hours of billable effort per month, based on the agreed hourly

rate.

• payment will occur on submission of monthly invoices and reports.

Contract

• The full contract duration is for a period of 36 months from date of signing.

duration and

• It is anticipated that the level of effort required by the contractor will

review progressively be reduced over the course of the programme, based on progress

with capacity support activities.

Contract

• The contractor will be contracted by the GTAC and will report to the CSP Lead

management on a day-to-day basis.

and reporting

• The contractor will be required to report monthly on progress regarding hours

spent on individual tasks, outputs and deliverables.

General All activities undertaken in terms of this assignment shall be explicitly and

matters prominently acknowledged as emanating from the support provided under the

Cities Support Programme of the National Treasury.

RST12: Procurement Specialist

Position RST12: Procurement Specialist

Objective Provide strategic procurement support to the National Treasury and

participating metros municipalities to support and strengthen procurement

execution, systems, and processes, under the Metro Trading Services Reform,

including driving procurement related to the mobilisation of technical

assistance and capacity-building for metros, while also advising metros on

procurement planning and implementation in line with national, municipal and

lender requirements.

Scope

• Lead and manage procurement processes for the metro trading services

reform to support the mobilisation of technical assistance and capacity-

building resources, in compliance with applicable public procurement

frameworks and donor requirements.

• Support participating metropolitan municipalities in strengthening

procurement planning, execution, and oversight for trading services projects,

ensuring alignment with municipal finance management frameworks and the

objectives of the reform.

• Review and assess metro procurement plans and systems, identifying gaps

and recommending practical improvements to enhance efficiency,

competitiveness, and value-for-money in the delivery of infrastructure and

service contracts.

• Draft, review and provide technical input into bid documentation, evaluation

criteria, and contract structures, both for National Treasury-led technical

assistance and, on request, for metro-managed trading services projects.

• Support the development, refinement and/or application of standardised

procurement tools, templates, and guidance notes to ensure consistency,

compliance, and accountability across reform-related procurement activities.

• Monitor procurement-related risks and advise on mitigation measures to

uphold integrity and regulatory compliance.

• Coordinate closely with legal, financial, and safeguards teams to ensure that

procurement processes align with institutional and operational reform efforts.

• Report on procurement performance, highlighting lessons learned,

bottlenecks, and opportunities to streamline processes in support of reform

outcomes.

Key results 1. Procurement Execution within the Reform Support Team

areas and

• End-to-end procurement management for technical assistance contracts.

outputs

• Procurement plans, TORs, bid evaluations, and contract management records

for CSP-led assignments.

2. Metro Procurement Advisory and Oversight

• Technical reviews of metro procurement plans and systems.
• Feedback on tender documentation and bid evaluation frameworks for reform-

linked projects.

3. Tools and Process Improvements

• Development/refinement of standard templates, procurement checklists, and

advisory notes.

• Guidelines for navigating reform-related procurement constraints and

compliance.

4. Risk Management and Reporting

• Procurement risk registers and mitigation strategies.
• Reporting on procurement progress and alignment with broader reform

milestones.

5. Stakeholder Coordination

• Records of engagement with metros and intergovernmental partners on

procurement.

Position RST12: Procurement Specialist

• Contributions to joint problem-solving and interdepartmental task teams.

6. Knowledge and Learning

• Case studies and briefs documenting inclusive practices and innovations.
• Content for awareness, or peer learning with National Treasury and metro

teams.

Skills and

• Postgraduate degree in supply chain management, public administration, law,

qualifications finance, or a related field.

• Extensive experience in public sector procurement, including planning and

executing procurements for technical assistance and infrastructure

programmes in metros.

• Extensive experience and knowledge of South African procurement policy,

legislation, and regulations (MFMA, Procurement Act, Treasury Regulations),

incl. donor procurement rules where applicable.

• Proven ability to manage end-to-end procurement processes, incl. bid

development, evaluation, and contract management for both internal and

external stakeholders.

• Experience supporting municipalities in strengthening procurement capacity,

systems, and compliance.

• Strong analytical and interpersonal skills, with the ability to work across

technical teams and facilitate alignment with legal, financial, and

programmatic requirements.

Bid

• Relevant Procurement Advisory and Execution Experience : Demonstrated

evaluation experience managing procurement for technical assistance and infrastructure

(total = 100 programmes in South African national and local government and public

points). entities.

• Technical Approach and Methodology : Clarity and relevance of the proposed

approach to managing National Treasury-led procurement processes and

advising metros on procurement execution under the reform.

• Qualifications and Expertise : Appropriate qualifications and technical

capabilities in public procurement, incl. regulatory knowledge and cross-

sector collaboration experience.

• Understanding of the Reform and Regulatory Context : Evidence of

understanding of South African procurement frameworks, municipal

challenges, and how to manage procurement in the context of reform-related

conditions or restrictions.

Level of Effort The contract will provide for:

• a maximum of 64 hours of billable effort per month, based on the agreed hourly

rate.

• payment will occur on submission of monthly invoices and reports.

Contract

• The full contract duration is for a period of 36 months from date of signing..

duration and

• It is anticipated that the level of effort required by the contractor will

review progressively be reduced over the course of the programme, based on progress

with capacity support activities.

Contract

• The contractor will be contracted by the GTAC and will report to the CSP Lead

management on a day-to-day basis.

and reporting

• The contractor will be required to report monthly on progress regarding hours

spent on individual tasks, outputs and deliverables.

General All activities undertaken in terms of this assignment shall be explicitly and

matters prominently acknowledged as emanating from the support provided under the

Cities Support Programme of the National Treasury.

RST13: Gender and Inclusion Specialist

Position RST13: Gender and Inclusion Specialist

Objective Provide strategic support to the National Treasury and participating metro

municipalities to ensure that gender equality, social inclusion, and pro-poor

considerations are meaningfully addressed through the metro trading services

reform.

Scope

• Advise the National Treasury and metros on the integration of gender and social

inclusion into all aspects of the metro trading services reform, including

planning, implementation, monitoring, and reporting.

• Review relevant metro trading services reform documents, service delivery and

infrastructure plans to identify risks of exclusion, gender-blind design, or

unequal access, and propose corrective strategies.

• Conduct a baseline assessment to collect and monitor gender-disaggregated

and other inclusion-relevant data at various levels in metro trading services,

and identify and recommendations to advance inclusive policies,

programmes, and performance indicators, ensuring equitable access to

trading services for women, youth, persons with disabilities, and low-income

communities.

• Review Employment Equity (EEP) Plans for each metro for all three metro

trading services to identify barriers and steps for talent acquisition or

recruitment and selection of new female staff at technical and managerial

level.

• Provide guidance on training and skills development of existing female staff as

part of the succession plan in technical and managerial skills.

• Advise on stakeholder engagement processes, ensuring meaningful

participation of diverse community voices, especially from marginalised or

underserved groups, including women’s groups.

• Support the development or strengthening of Grievance Redress Mechanisms

(GRMs) in metros to ensure inclusive, accessible, and responsive channels for

resolving complaints linked to the reform, and safeguard the rights of

vulnerable and marginalised groups

• Contribute to training and awareness-raising for Treasury and metro teams to

embed gender and inclusion principles into day-to-day planning and decision-

making, including on issues of retention, promotion and hiring of women in

metro trading services.

• Establish a monitoring framework to collect, monitor and report on gender and

inclusion related outcomes, and monitor and report on these outcomes,

particularly women’s participation at technical, managerial and decision-

making roles.

• Support the development of learning materials, case studies, and knowledge

products on inclusive urban service reform.

Key results 1. Inclusion Strategy and Planning

areas and

• Gender and inclusion baseline assessments, action plans or frameworks

outputs aligned to metro trading services reform.

• Review of Employment Equity Plans (EEPs) for metro trading services, including

identification of constraints to recruitment and selection of women at

technical and managerial levels. Review to also include actionable

recommendations for improving talent acquisition, retention, promotion, and

succession planning for women

• Technical guidance on mainstreaming gender and equity in reform processes.

2. Programme Delivery

• Inclusive service delivery reviews and recommendations for metro

infrastructure and operational plans.

Position RST13: Gender and Inclusion Specialist

• Tools for gender-responsive planning, design, implementation, stakeholder

engagement, and disaggregated data tracking.

• Guidance notes on training and skills development pathways for existing

female staff in technical and managerial roles

• Training sessions and awareness-raising workshops for National Treasury and

metro teams.

3. Monitoring and Reporting including Grievance Redress Mechanisms

(Grm)

• Gender and inclusion indicators developed and integrated into M&E systems,

including indicators on women’s participation in technical, managerial, and

decision-making roles.

• Regular reporting on inclusion-related outcomes, risks, and lessons.
• Assessment of existing grievance redress systems and development of

improved GRM processes aligned to inclusion principles.

• Clear protocols, referral pathways, and tools to operationalise accessible and

inclusive grievance handling in metros.

4. Stakeholder Coordination

• Advisory inputs on inclusive stakeholder engagement strategies and

participatory processes, including guidance on engaging women’s groups,

youth, persons with disabilities, and low-income communities

• Records of engagement with metros and intergovernmental partners on

inclusion.

• Contributions to metro and intergovernmental forums.

5. Knowledge and Learning

• Documentation of good practices for inclusive participation in urban service

reform

• Case studies and briefs documenting inclusive practices and innovations.
• Content for awareness, or peer learning with National Treasury and metro

teams.

Skills and

• Postgraduate degree in gender studies, social development, public policy,

qualifications urban planning, or a related field.

• Proven experience in gender mainstreaming and social inclusion, preferably at

municipal level in infrastructure, urban development, or reform programmes.

• Proven experience with South African policy and legal frameworks related to

gender equality, human rights, and inclusive development.

• Strong understanding of municipal finance, planning and service delivery,

particularly in south Africa

• Ability to conduct social analysis and apply inclusive design principles in

complex, multi-stakeholder environments.

• Excellent writing, facilitation, and stakeholder engagement skills, with

experience producing tools and resources for government audiences.

• Experience working with municipalities, national departments, inter-

governmental systems or donor-funded programmes in South Africa.

Bid

• Relevant Gender and Inclusion Experience : Demonstrated experience in

evaluation applying gender and social inclusion principles in infrastructure or public

(total = 100 sector reforms.

points).

• Approach and Methodology : Clarity and feasibility of the proposed approach

to mainstreaming gender and inclusion, incl. the design or enhancement of

grievance redress mechanisms that serve all segments of society, especially

marginalised groups.

• Qualifications and Expertise : Relevant academic qualifications and technical

experience in gender, inclusion, and urban development.

Position RST13: Gender and Inclusion Specialist

• Understanding of the Public Sector and Reform Context : Evidence of

understanding of South African policy frameworks, urban governance, and the

operational realities of local government.

Level of Effort The contract will provide for:

• a maximum of 40 hours of billable effort per month, based on the agreed hourly

rate.

• payment will occur on submission of monthly invoices and reports.

Contract

• The full contract duration is for a period of 36 months from date of signing.

duration and

• It is anticipated that the level of effort required by the contractor will

review progressively be reduced over the course of the programme, based on progress

with capacity support activities.

Contract

• The contractor will be contracted by the GTAC and will report to the CSP Lead

management on a day-to-day basis.

and reporting

• The contractor will be required to report monthly on progress regarding hours

spent on individual tasks, outputs and deliverables.

General All activities undertaken in terms of this assignment shall be explicitly and

matters prominently acknowledged as emanating from the support provided under the

Cities Support Programme of the National Treasury.

RST14: Finance, Operations and Admin Coordinator

Position RST14: Finance, Operations and Admin Coordinator

Objective To support the implementation of the MTSR through financial management,

reporting, operational systems and coordination, internal organisation, and

administration

Scope

• Serve as the operational hub linking finance, procurement, and programme

management teams to ensure information flows, deadlines, and processes are

aligned across all reform workstreams.

• Develop, implement, manage, and monitor systems and procedures to ensure

that the MTSR manages its budget and financial systems efficiently, effectively,

and transparently in accordance with legal frameworks and agreed

timeframes.

• Coordinate day-to-day programme operations, including financial tracking,

procurement administration, travel/logistics planning, and document

management for the reform team.

• Monitor budgets and expenditures against approved allocations, prepare

financial summaries, and flag potential variances for management action.

• Administer contracts and agreements for technical assistance, service

providers, and consultants, ensuring adherence to procurement and

compliance requirements.

• Support procurement processes by supporting preparation of terms of

reference, maintaining records, and liaising with supply chain management for

timely procurement of services.

• Provide operational and event coordination support for reform-related

workshops, learning exchanges, and stakeholder engagements.

• Maintain programme filing systems and knowledge archives, ensuring secure

and accessible storage of financial, contractual, and operational records.

• Prepare regular operational and financial status reports for the reform

programme management team and oversight committees

• Internal Reporting: manage and consolidate the system of internal monthly,

quarterly, and annual reporting to ensure that financial and narrative internal

reports are submitted timeously and in full.

• Team operations management, including support to ensure human resources

are recruited and managed effectively, ensure internal coordination of agreed

programme activities in accordance with agreed schedules, and provide

secretariat support for team management meetings, incl establishing the

meeting schedule, agendas, minutes, and tracking follow up actions.

Mentoring and support

• Develop, coordinate, and oversee the implementation of capacity support and

mentoring programmes for metro and national departmental staff in line with

programme objectives.

Other and General Support

• Ensure linkage and alignment with CSP.
• Support to activities and processes that enhance the work of the CSP

Key results 1. Cross-Team Coordination

areas and

• Consolidated operational schedules and reporting templates used across

outputs finance, procurement, and programme management teams.

• Documented coordination protocols for information sharing and task tracking.

2. Financial Management

• Financial management and reporting: drafting of annual programme budget

and preparation of quarterly and annual consolidated financial reports,

monthly monitoring of expenditure relative to programme and project budgets.

Position RST14: Finance, Operations and Admin Coordinator

• Monthly expenditure tracking reports and variance analyses.
• Accurate and timely financial inputs for quarterly and annual reporting.

3. Contract and Procurement Administration

• Contract registers updated with key milestones, deliverables, and payment

schedules.

• Procurement records and requisitions processed in compliance with

government and programme requirements.

• Contract management of MTSR team members, including approvals and

payments.

4. Operations Coordination

• Event, travel, and logistics plans delivered on time and within budget.
• Secure and well-maintained records management system for programme

documents.

5. Programme Support Reporting

• Review and monitoring of MTSR workplans.
• Operational dashboards and summary updates prepared for programme

leadership.

6. Development and management of annual mentoring support plan

• Develop and manage mentoring and capacity support plans for MTSR team.

Skills and

• Diploma or degree in finance, business administration, public administration,

qualifications or a related field from a recognized tertiary institution.

• Proven experience in public sector administration in South Africa, incl

coordinating finance, procurement, and operations functions within

government, donor-funded, or large programme environments.

• Familiarity with public sector financial and procurement procedures in South

Africa (including PFMA/MFMA regulations).

• Excellent project management, logistical and administrative skills, with a track

record of successfully delivering public sector events.

• Proficiency in financial management systems, MS Office, project and

document management tools including a functional knowledge of common

corporate software packages and cloud computing.

• Exceptional organisational and multitasking skills, with demonstrated ability to

manage cross-team workflows and deadlines.

• Excellent communication and interpersonal skills for coordinating between

technical, operational, and financial teams.

Bid

• Relevant Cross-Functional Coordination Experience : Demonstrated

evaluation. experience in integrating finance, procurement, and operational functions to

(total = 100 support complex programme delivery in the public sector.

points)

• Approach and Methodology : Quality and practicality of the proposed

approach to acting as the operational hub across multiple reform

workstreams, ensuring compliance, efficiency, and timely delivery.

• Qualifications and Technical Competence: Academic background and

technical skills in finance, procurement, and programme operations relevant

to a large-scale reform environment.

• Understanding of Public Sector Context Knowledge of South African public

finance management, procurement frameworks, and operational

requirements for intergovernmental reform programmes.

Level of Effort The contract will provide for:

• a maximum of 80 hours of billable effort per month, based on the agreed hourly

rate.

Position RST14: Finance, Operations and Admin Coordinator

• payment will occur on submission of monthly invoices and reports.

Contract

• The full contract duration is for a period of 36 months from date of signing.

duration and

• It is anticipated that the level of effort required by the contractor will

review progressively be reduced over the course of the programme, based on progress

with capacity support activities.

Contract

• The contractor will be contracted by the GTAC and will report to the CSP Lead

management on a day-to-day basis.

and reporting

• The contractor will be required to report monthly on progress regarding hours

spent on individual tasks, outputs and deliverables.

General All activities undertaken in terms of this assignment shall be explicitly and

matters prominently acknowledged as emanating from the support provided under the

Cities Support Programme of the National Treasury

4. Logistics and schedule of the assignment

4.1 Logistical support

The service provider will be responsible for providing their own laptops, cell phones and transportation

for the duration of this contract. All disbursement claims incurred as part of this contract will be payable

by the National Treasury in line with the National Treasury’s existing policy.

4.2 Contract management and reporting

All service providers will be contracted by the GTAC who will be responsible for the contract

administration.

The manager in the National Treasury responsible for delivery against outputs will be the Chief Director:

Neighbourhood Development Partnership Programme (NDPP).

The Reform Support Team will report directly to the Climate Resilience and Sustainable Services Lead in

the Cities Support Programme on a daily basis. Unless by prior arrangements, formal reporting shall be

done in a form of a meeting which may sometimes happen via a governance structure.

4.3 Project duration

The contract duration is from date of signature for a duration of 3 years, with a possible renewal for two

(2) years depending on the pace of institutionalisation within National Treasury and performance of the

contracted team with regards to institutionalisation.

5. Remuneration

Service providers will be remunerated on a flat rate of a maximum of R1 200.00 (excl VAT) for the duration of

the contract based on time and cost for work done at the hourly rate set out in the agreement. Annual

increases will be effected at an inflation rate as approved by the National Treasury upon the anniversary of

the contract. See attached excel - annexure A

6. Submission requirements

The following are the minimum requirements which must be observed by service providers. Submissions that

do not meet these minimum requirements will be disqualified. The requirements are:

a) Curriculum vitae must be submitted for individuals.

b) Work experience referenced on the curriculum vitae must be accompanied by relevant contactable

referees (at least one reference letter not older than 5 years - evidence based).

c) Applications not meeting the minimum experience and qualifications will not be considered.

7. Risks and assumptions

The following have been identified as risks and assumptions:

• Lag time in procuring a Framework Provider to assist in sourcing of suitable candidates.

• Availability of the assigned government officials as part of the institutionalisation of the programme

within National Treasury.

8. Evaluation process and methodology

This RFP will be evaluated in terms of the 80/20 preference point system prescribed by the Preferential

Procurement Regulations 2022.

GTAC has set minimum standards that bidders must meet to be selected as successful bidders.

The successful bidder will be awarded the contract for the above duration of the service

requirements and will be selected based on the following three-phase process:

8.1 Evaluation phases/methodology

Table 1: Evaluation Phases

Evaluation Stage Description

Stage 1A: Administrative Compliance: Non-Disqualifying

Phase 1 A bidder is required to submit the administrative compliance documents as

referred to in paragraph 8.1.1.

Stage 1B: Mandatory Compliance – Disqualification/ Pre-Qualification

Failure to submit

any of the required mandatory documents will lead to disqualification. Refer to

paragraph 8.2.1.

Phase 2 Technical Evaluation: Desktop Evaluation

Bidders must submit information as per the Bid Submission Requirements. The

submitted technical proposal must respond to the Technical Evaluation criteria

cited in these Terms of Reference.

The Technical proposal will be evaluated out of 100% with a Threshold of 70%.

Only bidders who meet the threshold will be considered for the Price and

Specific Goals evaluation.

Price and Specific Goals

Phase 3 Preference points in the 80/20 formula will be awarded to bidders for attaining a

score

for Specific goals as indicated in Table 3. Bidders must provide the required

information for evaluation purposes.

It should be noted that the stages are considered to be separate processes. These three phases

are mutually exclusive and will be treated as such in the appraisal.

8.1.1 Stage 1a: administrative compliance (non-disqualification)

During this phase, bid documents will be reviewed to determine compliance with tax matters

and the Central Supplier Database (CSD) at the closing date and time of the bid. Bidders must

submit all returnable documents as outlined in the table below using the designated electronic

e-procurement system

Table 2: Bid requirements compilation and submission:

Document to be submitted Requirement

SBD 1- Invitation to Bid Complete the supplied pro forma document on the

e-procurement system.

Central Supplier Database (CSD) Registration Bidders must be registered on the Central Database

Report , or CSD registration number and Valid System (CSD) at the closing date and time of the bid.

Tax Compliance Status Verification.

NB: The bidder must submit, in the case of a Joint

Venture, Consortium, Trust, or Partnership a Valid

Tax Compliance Status Verification.

SBD 4 - Bidder’s Disclosure Complete the supplied pro forma document on the

e-procurement system.

(Refer to note below)

Note:

Bidders must complete the SBD 4 document as provided on e-procurement. A bid may be disqualified

if this disclosure is found not to be true and complete in every respect. The following definitions should

be considered when completing the form:

• ‘’Person’’ means a bidder or supplier or shareholder, director, trustee, partner, or member of a bidder

or supplier having the controlling interest in the bidder or supplier.

• ‘’State’’ means a national or provincial department, a national or provincial public entity or

constitutional institution, a municipality or municipal entity, a provincial legislature or parliament

Document to be submitted Requirement

SBD 6.1 - Preferential Point Claim form in terms Complete the supplied pro forma document on e-

of the Preferential Procurement Regulation procurement system i.e SBD 6.1 and Specific Goals

(PPR) 2022. tab as provided on the e-procurement system.

Failure to complete the SBD 6.1 will result in the

bidder forfeiting points for specific goals.

8.2 Tax clearance status

A valid tax PIN / Central Supplier Database (CSD) number must be provided for purposes of

verifying that the tax matters of the bidder are in order. Bidder’s tax matters must be compliant

at the time of award. In the case where a bidder’s tax matters are non-compliant, a bidder will

be given a maximum of seven (7) working days to remedy the tax matters. Failure to remedy this

will invalidate the bid.

No award shall be made to a bidder whose tax affairs are not in order.

GTAC reserves the right to withdraw an award made or cancel a contract concluded with a

successful bidder if it is established that such bidder was not tax compliant at the time of the

award.

GTAC further reserves the right to cancel a contract with a successful bidder if such bidder does

not remain tax compliant for the full term of the contract.

8.2.1 Stage 1b: mandatory compliance (disqualification)

Bidders must submit a responsive proposal in accordance with these terms of reference and

below the minimum prequalification. Failure to adhere to any of these requirements will result

in disqualification:

a. Bidders must be registered on the Central Supplier Database (CSD) on the closing date

of the Request for Quotation (RFP).

b. Submission of a technical proposal is required. A bidder is required to submit no more

than one (1) CV per specialist required. If a bidder submits more than 1 CV, only the first

CV (using numbering ordering) shall be considered for evaluation.

c. Submission of a price/financial proposal is required as per SBD 3.3, and must be

completed as indicated in the e-procurement portal

d. Any bidder representative (Director/Shareholder/Proposed Resource) who is

employed by the state will not be considered. i.e., if a bidder representative is in the

employment of the state, such a bid proposal will not be considered.

8.2.2 Phase 2: desktop evaluation

a. Bids will be evaluated strictly in accordance with the bid evaluation criteria

stipulated in this ToR.

b. In a case where there is a difference between the contents of this ToR and the e-

procurement system, the ToR takes precedence.

c. Proof of Qualifications: Bidders must upload qualification certificates as well as all

required certificates. Certified copies will be requested in the event that the bid is

successful and before an agreement can be concluded.

d. Please note that a Certificate of Membership shall not be deemed as proof of

educational qualification (Education qualifications refer to certifications issued by an

institution of higher learning, e.g., certificate, diploma, degree, etc.)

e. Non–submission of qualifications will lead to a score of zero for the qualifications

technical criterion.

f. All international qualifications must be accompanied by South African

Qualifications Authority (SAQA) Accreditation.

g. Non–submission of SAQA confirmation will lead to a score of zero for the

qualification’s technical criterion.

h. A maximum of one (1) CV will be evaluated per specialist. If more than one CV is

submitted per specialist, the first CV will be evaluated.

8.2.3 Scoring criteria

a. Relevant Experience in Safeguards and ESMS Development (40%): Demonstrated experience

in supporting public institutions to establish or enhance Environmental and Social

Management Systems and apply safeguards in infrastructure projects.

b. Approach and Methodology (25%): Clarity and robustness of the proposed approach to

screening, compliance, ESMS development, and the identification and escalation of fiduciary

risks, including potential fraud and corruption concerns, in line with National Treasury and

funder protocols.

c. Qualifications and Technical Expertise (20%): Academic and professional background in

environmental or social safeguards, with proven ability to navigate both local and international

compliance frameworks.

d. Understanding of Metro Governance and Funding (15%): Knowledge of the South African

municipal system, trading services reform, and the role of development finance institutions in

infrastructure funding and safeguards enforcement.

The CV template should clearly indicate the Approach and Methodology (as requested criteria

2) as well as Understanding of the specialised skill (as Criteria 4)

RST11: Environmental, Social and Fiduciary Safeguards Specialists

Evaluation Criteria: Weigh No RST11: Environmental, Social and Scoring Criteria t Fiduciary Safeguards Specialists

Relevant Experience in Safeguards and

ESMS Development (40%): Demonstrated 5 = >10 years

experience in supporting public institutions 4 = 9 - 10 years

to establish or enhance Environmental and 3 = 6-8 years 1. 40 % Social Management Systems and apply 2 = 2-5 years

safeguards in infrastructure projects. 1 = < 2 year

Provide a list of experience, clearly stating 0 = No relevant experience

start and end date and the role played.

Approach and Methodology (25%): 5 = Excellent Highly detailed,

Bidder to provide a short approach and coherent, and robust approach.

methodology plan on how to establish or Demonstrates strong expertise in

enhance Environmental and Social ESMS development and fiduciary risk

Management Systems and apply safeguards identification/escalation. Includes

in infrastructure projects practical tools, workflows, and

The methodology should provide a clear and safeguards against fraud/corruption.

robust approach to screening, compliance, Fully aligned with National Treasury

ESMS development, and the identification and funder protocols, with clear

and escalation of risks, added value/innovation

4 = Good Clear, structured, and

practical approach. Demonstrates

solid understanding of ESMS and

fiduciary risk management, including

fraud and corruption. Well aligned

with National Treasury and funder

protocols. Minor gaps only.

3 = Average / Satisfactory Adequate 2. 25 % and generally clear approach. Covers

key elements (screening, compliance,

ESMS, risk escalation) but lacks depth

or innovation. Some alignment with

National Treasury and funder

requirements.

2 = Below Average Basic approach

provided but lacks detail and

coherence. Weak understanding of

ESMS and fiduciary risk processes.

Limited reference to fraud/corruption

risk handling. Minimal alignment with

required protocols.

1 = Poor Very limited or unclear

approach. Major gaps in screening,

compliance, ESMS, and risk

management. No alignment with

National Treasury or funder protocols

0 = Non-responsive No approach

provided or completely irrelevant to

the requirements.

Qualifications (20%): Academic and 5 = Honours/Post-Graduate Diploma (

professional background in environmental NQF 8) + further Certificate

or social safeguards, including 4 = Honours/ Post-Graduate Diploma (

qualifications in a relevant field, namely NQF 8)

BSc Environmental Science 3= Bachelors Degree (NQF 7)

• BSc Environmental Management\ 2 = National Diploma (NQF 6)
• BSc Geography and Environmental 1 = Higher certificate (NQF 5) /

Management Matric/National Senior Certificate

3.

• BSc Ecology / Conservation 20 % (NQF 4)
• BSc Earth Sciences 0 = non-submission of qualifications
• BA Environmental Management or qualifications are not in the relevant
• BSc Climate Change / Sustainability area as specified. Foreign
• B Eng – Civil qualifications without SAQA
• B SC – Geohydrologist accreditation will not be considered for
• B-Degree in Sociology or, evaluation, and a score of 0 will be

Development Studies awarded.

• B Comm, specialising in governance

Understanding of Metro Governance and 5 = Excellent - more than 5 years

Funding (15%): Bidder to clearly state relevant experience in all three listed

exposure to: components

• the SA municipal system, start and 4 = Very Good – 3 – 5 years experience

end date and role. in all three listed components

• Demonstrated knowledge of the 3 = Good – less than 3 years’

South African municipal system, experience in the listed components

4. trading services reform, and 15% OR any number of years’ experience in

• the role of development finance only 2 components

institutions in infrastructure funding 2 = Average - less than 1 year

and safeguards enforcement, experience in the listed components

OR experience in 2 or less

components

1 = Poor – no relevant experience.

0 – Non-responsive

Total technical score 100

Minimum threshold 70%

RST12: Procurement Specialist

Evaluation Criteria: No Weight Scoring Criteria RST12: Procurement Specialist

Relevant Procurement Advisory and

Execution Experience (40%):

Demonstrated experience managing 5 = >10 years

procurement for technical assistance 4 = 9 - 10 years

and infrastructure programmes in 3 = 6-8 years 1. 40% South African national and local 2 = 2-5 years

government and public entities. 1 = < 2 year

Provide a list of experience, clearly 0 = No relevant experience

stating start and end date and the role

played.

Technical Approach and

Methodology (25%): Bidder to provide 5 = more than 10 years’ experience

a short approach and methodology in either national or local

plan on how to manage National government procurement

Treasury-led procurement processes 4 = 6-10 years’ experience in either

and advising metros on procurement national or local government

execution under the reform. procurement

BIDDER TO CLEARLY SHOW: 3= 3-5 years’ experience either 2. 25%

• no of years’ experience in national or local government

procurement procurement

• national government 2 = Less than 3 years OR no

experience national or local government

• local government experience procurement experience
• nature of procurement – to 1 = limited experience

demonstrate the complexity of 0 = No relevant experience

the terms of references.

Qualifications (20%): Appropriate 5 = Honours or higher qualification

qualifications in public procurement, as stipulated

incl. regulatory knowledge and cross- 4 = Degree or higher qualification

sector collaboration experience. plus a further certificate in Supply

Typical qualifications would include: chain management

B Com supply chain management 3 = Relevant B- Degree with no

Any B Com degree specialisation certificate

3. Relevant logistics degree 20% 2 = national diploma with a

certificate in supply chain

management

1= National Diploma in SCM

0 = Matric or no relevant

• Records of stakeholder engagement.
• Contributions to stakeholder engagement processes.
• Input into metro business plans and investment projects on safeguards.

Skills and

• Postgraduate degree in environmental science and/or social development

qualifications

• Extensive experience in designing and operationalising Environmental and

do not meet these minimum requirements will be disqualified. The requirements are:

a) Curriculum vitae must be submitted for individuals.

b) Work experience referenced on the curriculum vitae must be accompanied by relevant contactable

referees (at least one reference letter not older than 5 years - evidence based).

c) Applications not meeting the minimum experience and qualifications will not be considered.

below the minimum prequalification. Failure to adhere to any of these requirements will result

in disqualification:

a. Bidders must be registered on the Central Supplier Database (CSD) on the closing date

of the Request for Quotation (RFP).

b. Submission of a technical proposal is required. A bidder is required to submit no more

than one (1) CV per specialist required. If a bidder submits more than 1 CV, only the first

CV (using numbering ordering) shall be considered for evaluation.

c. Submission of a price/financial proposal is required as per SBD 3.3, and must be

completed as indicated in the e-procurement portal

d. Any bidder representative (Director/Shareholder/Proposed Resource) who is

employed by the state will not be considered. i.e., if a bidder representative is in the

employment of the state, such a bid proposal will not be considered.

8.2.2 Phase 2: desktop evaluation

a. Bids will be evaluated strictly in accordance with the bid evaluation criteria

stipulated in this ToR.

b. In a case where there is a difference between the contents of this ToR and the e-

procurement system, the ToR takes precedence.

c. Proof of Qualifications: Bidders must upload qualification certificates as well as all

required certificates. Certified copies will be requested in the event that the bid is

successful and before an agreement can be concluded.

d. Please note that a Certificate of Membership shall not be deemed as proof of

educational qualification (Education qualifications refer to certifications issued by an

institution of higher learning, e.g., certificate, diploma, degree, etc.)

e. Non–submission of qualifications will lead to a score of zero for the qualifications

technical criterion.

f. All international qualifications must be accompanied by South African

Qualifications Authority (SAQA) Accreditation.

g. Non–submission of SAQA confirmation will lead to a score of zero for the

qualification’s technical criterion.

h. A maximum of one (1) CV will be evaluated per specialist. If more than one CV is

submitted per specialist, the first CV will be evaluated.

8.2.3 Scoring criteria

a. Relevant Experience in Safeguards and ESMS Development (40%): Demonstrated experience

in supporting public institutions to establish or enhance Environmental and Social

• B Comm, specialising in governance

Understanding of Metro Governance and 5 = Excellent - more than 5 years

Funding (15%): Bidder to clearly state relevant experience in all three listed

exposure to: components

• the SA municipal system, start and 4 = Very Good – 3 – 5 years experience

end date and role. in all three listed components

• Demonstrated knowledge of the 3 = Good – less than 3 years’

4. trading services reform, and 15% OR any number of years’ experience in

• the role of development finance only 2 components

institutions in infrastructure funding 2 = Average - less than 1 year

and safeguards enforcement, experience in the listed components

OR experience in 2 or less

components

1 = Poor – no relevant experience.

0 – Non-responsive

Total technical score 100

Minimum threshold 70%

RST12: Procurement Specialist

Evaluation Criteria: No Weight Scoring Criteria RST12: Procurement Specialist

Execution Experience (40%):

Demonstrated experience managing 5 = >10 years

procurement for technical assistance 4 = 9 - 10 years

and infrastructure programmes in 3 = 6-8 years 1. 40% South African national and local 2 = 2-5 years

government and public entities. 1 = < 2 year

Provide a list of experience, clearly 0 = No relevant experience

stating start and end date and the role

played.

3. Relevant logistics degree 20% 2 = national diploma with a

certificate in supply chain

management

1= National Diploma in SCM

0 = Matric or no relevant

qualification

Understanding of the Reform and 5 = Excellent - more than 5 years

Regulatory Context (15%): Bidder to relevant experience all three listed

provide: components

• Evidence of understanding of 4 = Very Good – 3 – 5 years’ 4. 15%

frameworks, municipal components

challenges, and 3 = Good – less than 3 years’

experience in the listed

• how to manage procurement in components OR any number of

the context of reform-related years’ experience in only 2

conditions or restrictions components

• provide innovative solutions for 2 = Average - less than 1 year

procurement challenges that experience in the listed

might arise components OR experience in 2 or

less components

1 = Poor – no relevant experience

0 = No relevant experience.

Total technical score 100

Minimum threshold 70%

RST13: Gender and Inclusion Specialist

Evaluation Criteria:

No RST13: Gender and Inclusion Weight Scoring Criteria

in 3 or less of the listed criteria 2.

• practical experience in national 25% 2 = Average - limited reference government

and experience and understanding

• practical experience in local of the approach in driving social government and gender inclusion
• understanding / exposure to 1 = Poor - poor submission, less

international procurement than two criteria listed

practises (world bank and 0 = Non-responsive No approach

others) provided or completely irrelevant

• policy / procedure notes to the requirements.

written on gender and social

inclusion

Qualifications (20%): Relevant 5 = Masters academic qualifications in gender, 4 = Honours inclusion, and urban development, 3= Degree namely: 3. 20% 2 = National Diploma Human Resources Management 1 = Matric or no relevant

inclusion focussed policies thereof 4. 15%

• Challenges being presented in 4 = Very Good submission,

local municipal, and clearly stating existing challenges,

how to influence and manage local the policy environment and

government to comply and include this innovative solutions to drive this

in their trading services. inclusion and monitor the

implementation thereof. Local

government exposure is limited to

less than 5 years.

3 = Good submission, clearly

stating existing challenges, the

policy environment. Limited

innovation and limited monitoring

of the implementation thereof

2 = Average – generic submission,

no monitoring experience, limited

1 = Poor – submission will not

address the requirements to

mainstream this in the trading

services environment in LG ; not

clearly articulated ; no clear path

or solution

0 = No relevant experience.

Total score 100

Threshold 70%

Understanding of the Reform and 5 = Excellent - more than 5 years Regulatory Context (15%): Bidder to relevant experience all three listed provide: components

Evidence of understanding of 4 = Very Good – 3 – 5 years’ 4. 15% South African procurement experience in all three listed frameworks, municipal components challenges, and 3 = Good – less than 3 years’ experience in the listed

how to manage procurement in components OR any number of the context of reform-related years’ experience in only 2 conditions or restrictions components

provide innovative solutions for 2 = Average - less than 1 year procurement challenges that experience in the listed might arise components OR experience in 2 or less components 1 = Poor – no relevant experience 0 = No relevant experience. TOTAL TECHNICAL SCORE 100 MINIMUM THRESHOLD 70% RST13: Gender and Inclusion Specialist

B-BBEE Details: agraph 8.1.1.

Stage 1B: Mandatory Compliance – Disqualification/ Pre-Qualification

Failure to submit

any of the required mandatory documents will lead to disqualification. Refer to

paragraph 8.2.1.

Phase 2 Technical Evaluation: Desktop Evaluation

Bidders must submit information as per the Bid Submission Requirements. The

submitted technical proposal must respond to the Technical Evaluation criteria

cited in these Terms of Reference.

The Technical proposal will be evaluated out of 100% with a Threshold of 70%.

Only bidders who meet the threshold will be considered for the Price and

Specific Goals evaluation.

Price and Specific Goals

Phase 3 Preference points in the 80/20 formula will be awarded to bidders for attaining a

score

for Specific goals as indicated in Table 3. Bidders must provide the required

information for evaluation purposes.

It should be noted that the stages are considered to be separate processes. These three phases

are mutually exclusive and will be treated as such in the appraisal.

8.1.1 Stage 1a: administrative compliance (non-disqualification)

During this phase, bid documents will be reviewed to determine compliance with tax matters

and the Central Supplier Database (CSD) at the closing date and time of the bid. Bidders must

submit all returnable documents as outlined in the table below using the designated electronic

e-procurement system

Table 2: Bid requirements compilation and submission:

Document to be submitted Requirement

SBD 1- Invitation to Bid Complete the supplied pro forma document on the

e-procurement system.

Central Supplier Database (CSD) Registration Bidders must be registered on the Central Database

Report , or CSD registration number and Valid System (CSD) at the closing date and time of the bid.

Tax