Human technical capacity assessment for 36 wsa municipalities across mpumalanga, gauteng and free state

Compulsory hybrid briefing session: 9 September 2026 at 10:00, MISA offices, Letaba House Main Boardroom, 1st floor, 1303 Heuwel Avenue, Riverside Office Park, Centurion 0046, or via Microsoft Teams (Meeting ID: 343 269 297 521 215, Passcode: mh7p2hm6). Closing date and time: 25 September 2026 at 11:00. Clarification deadline: 7 working days before closing (i.e. by 16 September 2026). Proposal validity period: 90 days after closing date.

Compulsory hybrid briefing session on 09 September 2026 at 10h00 at MISA offices, Letaba House Main boardroom, 1st floor, 1303 Heuwel Avenue, Riverside Office Park, Centurion 0046. Microsoft Teams option: https://teams.microsoft.com/meet/343269297521215?p=WoSWyvtx22t6Udzgh0, Meeting ID: 343 269 297 521 215, Passcode: mh7p2hm6.

SCM / bidding procedure enquiries: Ms Mandy Batyi, 012 848 5300, [email protected]. Technical enquiries: Mr Thabo Mashavha, 012 848 5300, [email protected]. Postal address: 1303 Heuwel Road, Riverside Office Park, Letaba House, Centurion 0046.

Submission method: hard copy in a sealed envelope plus a soft copy on a memory stick (all PDF) deposited in the tender box at MISA Reception, Letaba House, 1303 Heuwel Road, Riverside Office Park, Centurion 0046. Closing: 25 September 2026 at 11:00. No late submissions accepted. Proposal must remain valid for 90 days after closing. Returnable documents (all must be completed, signed and submitted): SBD 3.3 Pricing Schedule; SBD 4 Declaration of Interest; SBD 6.1 Preference Points Claim; company profile; 1–2 client reference letters on letterhead; certified copies of Project Manager ECSA (civil) or SACPCMP registration; certified copies of team qualifications; detailed CVs of all team members; Joint Venture agreement with roles/responsibilities and board resolutions (if applicable); proof of CSD registration; B-BBEE certificate or sworn affidavit; SARS TCS PIN or CSD number; proof of attendance at compulsory briefing session; technical proposal with approach paper and project implementation schedule.

Returnable documents: completed and signed SBD 3.3 pricing schedule; SBD 4 Declaration of Interest; SBD 6.1 Preference Points Claim form; company profile; 1–2 client reference letters on letterhead; certified copies of Project Manager ECSA/SACPCMP registration; certified copies of team qualifications; detailed CVs of all team members; JV agreement and board resolutions (if applicable); proof of CSD registration; B-BBEE certificate/sworn affidavit; TCS PIN or CSD number; proof of briefing session attendance; technical proposal with approach paper and project implementation schedule; soft copy on memory stick (PDF).

Three-stage evaluation: (1) Mandatory requirements (pass/fail) — CSD registration, signed SBD 3.3, JV agreement with resolutions (if applicable), Project Manager ECSA/SACPCMP registration proof, compulsory briefing attendance. (2) Functionality (minimum 70/100 points) — Methodology/Approach 20 points (Programme Knowledge 3, Informativeness/Appropriateness 3, Presentation/Organogram 2, plus detailed approach, technical methodology, management method, stakeholder mechanism); Project Implementation Schedule 5 points (Appropriateness of Tasks/Timelines 2, Deliverables 1, Milestones 1, Timeliness/Interdependencies 1); Project Risks & Stakeholder Management 3 points (Risk Understanding 1, Stakeholder Identification 2); Skills Transfer 4 points (schedule for MISA Young Graduates/Municipal Officials). Team competencies: Team Leader/Project Manager Qualification 5 points (Masters=5, Honours=4, Degree=3, Diploma=2) and Experience 10 points (≥9yrs=10, ≥6<9=7, ≥4<6=5, ≥2<4=3, ≥1<2=1); Resource 1 (Civil Engineering) Qualification 5 and Experience 10; Resource 2 (HR/Workforce Planning) Qualification 5 and Experience 10; Resource 3 (M&E Specialist) Qualification 5 and Experience 10; Company Experience 20 points (duration: 6mths–1yr=5, >1yr=10; projects: 1–3=5, >3=10). (3) Price and Specific Goals (80/20 system) — Specific Goals 20 points: women-owned enterprise 51%+, youth-owned enterprise 51%+, B-BBEE Level 1–2 QSE/EME.

Scope: Conduct Human Technical Capacity Assessments in 36 Water Services Authority (WSA) municipalities across Mpumalanga, Gauteng and Free State over 36 months. Year 1 (2026/27): 10 WSAs in Mpumalanga (Ehlanzeni DM: Bushbuckridge, City of Mbombela, Nkomazi, Thaba Chweu; Gert Sibande DM: Dr Pixley Ka Isaka Seme, Mkhondo; Nkangala DM: Dr JS Moroka, Emakhazeni, Emalahleni, Steve Tshwete). Year 2 (2027/28): 13 WSAs (Sedibeng DM: Emfuleni, Lesedi, Midvaal; West Rand DM: Merafong City, Mogale City, Rand West City; Fezile Dabi DM: Mafube, Metsimaholo, Moqhaka, Ngwathe; Lejweleputswa DM: Masilonyana; Nkangala DM: Thembisile Hani, Victor Khanye). Year 3 (2028/29): 13 WSAs in Free State (Lejweleputswa DM: Matjhabeng, Nala, Tokologo, Tswelopele; Thabo Mofutsanyana DM: Dihlabeng, Maluti-a-Phofung, Mantsopa, Nketoana, Phumelela, Setsoto; Xhariep DM: Kopanong, Letsemeng, Mohokare). Required services: assess WSA/WSP powers and functions; assess Technical Services Directorate organogram including WTW/WWTW units, water & sanitation, operations & maintenance; assess job descriptions, professional registration (ECSA where applicable) and skills audits; develop skills and capacity building plan; recommend capacity building initiatives and training courses. Stakeholder engagement: inception session, draft assessment plan presentation, final assessment plan presentation & adoption (compulsory attendance, costs included in bid). Project Steering Committee formation and monthly meetings (PSP acts as secretariat). Deliverables: (1) Inception report within 2 weeks of signing; (2) Powers & Functions Assessment Report; (3) Organogram Assessment Report; (4) Job Description/Registration/Skills Audit Report; (5) Skills & Capacity Plan; (6) Close-out report with training recommendations within 7 days of final plan. Assessments per financial year to be completed within 9 months. Project implementation plan in Gantt chart required with tasks, milestones, responsibilities, durations, dependencies.

Bidders must submit a detailed approach paper (maximum 10 pages) covering: WSA/WSP powers and functions; technical organisational structures; vacancy and staffing assessments; job descriptions; professional registration; skills audits; stakeholder validation; capacity-building plans; implementation/prioritisation plans. Approach paper must include: table of contents, executive summary, detailed approach per deliverable, technical approach and methodology, management method, stakeholder identification/management/reporting mechanism. Project implementation schedule (Gantt chart) required with tasks/activities per deliverable, milestones, responsibilities, durations, task dependencies. Risk management: identify key risks (strategic, operational, financial, legal, technical), assess likelihood/impact, propose mitigation strategies. Stakeholder identification: include all key internal/external stakeholders, analyse roles/interests/influence, use stakeholder analysis tools. Skills transfer: develop schedule for MISA Young Graduates/Municipal Officials covering skills to be transferred, learning outcomes/milestones, training methods, implementation timeframes.

Company experience: minimum 6 months in human technical capacity assessments, municipal organisational assessments, skills audits, workforce planning, technical services assessments, capacity-development planning as main/principal consultant with minimum 3 relevant projects and contactable reference letters on company letterhead. Team Leader/Project Manager: Project Management qualification (Masters/Honours/Degree/Diploma) and proven experience in large-scale project management, government legislation, infrastructure planning/budgeting. Resource 1: Civil Engineering qualification and experience in municipal technical sector (civil engineering, urban infrastructure, water/sanitation, roads), technical skills/capacity assessment, tools/equipment/software evaluation. Resource 2: HR/Industrial Psychology/Business Administration qualification and experience in HR analysis, workforce assessments, strategic HR planning, staffing levels, job descriptions, performance systems, skills gap analysis, training needs assessments. Resource 3: M&E/Development Studies/Statistics qualification and experience in designing/conducting assessments in public service contexts.

Quality management is embedded in the evaluation criteria: methodology/approach paper (max 10 pages) must demonstrate comprehensive understanding of scope, technical approach, management method, stakeholder management and reporting mechanisms. Project implementation schedule must include clear deliverables, milestones, realistic timelines and task interdependencies. Risk management requires identification of key risks (strategic, operational, financial, legal, technical), likelihood/impact assessment, mitigation strategies and integration into planning. Stakeholder identification must include all key internal/external stakeholders with analysis of roles, interests, influence and use of stakeholder analysis tools. Skills transfer schedule for MISA Young Graduates/Municipal Officials must specify skills to be transferred, learning outcomes/milestones, training methods and implementation timeframes. Monthly Project Steering Committee meetings with progress reports serve as ongoing quality oversight.

Pricing schedule (SBD 3.3) structured per financial year with deliverables: Stage 1 Initiation/Inception, Stage 2 Powers & Functions Assessment, Stage 3 Organogram Assessment, Stage 4 Job Description/Registration/Skills Audit, Stage 5 Skills & Capacity Plan, Stage 6 Close-out Report, Stage 7 Travel/Accommodation. Year 1 (2026/27): 10 municipalities in Mpumalanga (Ehlanzeni, Gert Sibande, Nkangala DMs). Year 2 (2027/28): 13 municipalities (Sedibeng, West Rand DMs in Gauteng; Fezile Dabi, Lejweleputswa DMs in Free State; Nkangala DM in Mpumalanga). Year 3 (2028/29): 13 municipalities in Free State (Lejweleputswa, Thabo Mofutsanyana, Xhariep DMs). Firm pricing for first 12 months; 90/10 escalation rule: 10% non-adjustable, 90% adjustable via CPI Headline index (Stats SA) at Month 12 and Month 24 anniversaries. Disbursements (travel/subsistence/accommodation) excluded from escalation, claimed on cost-reimbursable basis per DoT rates and NT travel frameworks. CPA calculation dossiers due 30 days prior to anniversary; no adjusted billing without signed addendum. Offer valid 90 days from closing date.

Pricing schedule (SBD 3.3) structured per financial year with seven deliverable stages: Stage 1 Initiation/Inception, Stage 2 Powers & Functions Assessment, Stage 3 Organogram Assessment, Stage 4 Job Description/Registration/Skills Audit, Stage 5 Skills & Capacity Plan, Stage 6 Close-out Report, Stage 7 Travel & Accommodation. Quantities: Year 1 = 10 municipalities, Years 2–3 = 13 municipalities each. Firm pricing for first 12 months from contract commencement. 90/10 escalation rule: 10% of professional fee non-adjustable for full 36 months; 90% adjustable via CPI Headline index (Stats SA Table P0141) at Month 12 (effective Month 13) and Month 24 (effective Month 25). Formula: Pa = Pt × [0.10 + 0.90 × (CPIa/CPIb)]. Disbursements (travel, subsistence, accommodation) excluded from escalation, claimed on cost-reimbursable basis per DoT vehicle tracking rates and National Treasury travel frameworks. CPA calculation dossiers due 30 days before anniversary; no adjusted billing without signed addendum. VAT 15% applied. No advance payments; payment within 30 days of valid original signed invoice upon satisfactory service delivery via electronic transfer. Offer valid 90 days from closing date.

Mandatory: CSD registration before bid closing; SARS TCS PIN or CSD number (each JV party separately); B-BBEE status level verification certificate or sworn affidavit (EME/QSE) for preference points; Project Manager registered with ECSA (civil engineering) or SACPCMP (built environment); attendance at compulsory briefing session; no bids from persons in service of the state or entities with directors/members in state service. Returnable forms: SBD 3.3 (Pricing Schedule), SBD 4 (Declaration of Interest), SBD 6.1 (Preference Points Claim), SBD 7 (Contract Form — to be signed by successful bidder). Company experience: minimum 6 months in human technical capacity assessments, municipal organisational assessments, skills audits, workforce planning, technical services assessments, capacity-development planning as main/principal consultant with at least 3 verifiable projects and contactable reference letters on company letterhead. Team: Team Leader/Project Manager with Project Management qualification and proven large-scale project management experience; Resource 1 (Civil Engineering) with municipal technical sector experience; Resource 2 (HR/Industrial Psychology/Business Administration) with HR analysis, workforce assessments, strategic HR planning experience; Resource 3 (M&E/Development Studies/Statistics) with public service assessment experience. Management team members (Executive/Key Accounts Manager, Finance Manager) with minimum 3-year tertiary qualification and 3 years' experience respectively.

B-BBEE status level verification certificate or sworn affidavit (for EMEs/QSEs) must be submitted to qualify for preference points. Specific goals scoring: women-owned enterprise (51%+ ownership), youth-owned enterprise (51%+ ownership), B-BBEE status level contributors Level 1–2 (QSE/EME). Valid certificate/sworn affidavit required; consolidated BEE certificate for JVs.

MISA reserves the right to cancel the bid wholly or partially at any time before agreement execution. The bid does not commit MISA to award a contract or pay preparation costs. MISA may conduct vetting and verify all certificates submitted. Non-responsive proposals (missing mandatory requirements) will be rejected. MISA may request the company's latest audited financial statements to ascertain financial stability prior to award. Reporting: appointed bidder reports to MISA Project Manager (Assistant Director: Infrastructure Assessment and Analysis); written progress reports required covering assessment progress, municipal engagements, data received/outstanding, risks, findings, deliverables, recommendations, corrective actions. Payments: no advance payments; only original signed invoices accepted; payment within 30 days of valid invoice upon satisfactory service delivery via electronic transfer. Submission: hard copy in sealed envelope plus soft copy (memory stick, PDF) at MISA Reception, Letaba House, 1303 Heuwel Road, Riverside Office Park, Centurion 0046 by 25 September 2026 11:00. No late submissions. Proposal validity: 90 days after closing. Confidentiality: all responses become MISA property, subject to public inspection per SCM Policy and legislation. Clarifications: at briefing session or in writing 7 working days before closing. Contract: successful bidder must sign SBD 7. Tax compliance: TCS PIN or CSD number required; each JV/consortium party must submit separately. No bids from persons in service of the state or companies with directors in service of the state.

Mandatory documents: fully completed and signed SBD 3.3 pricing schedule; JV agreement with roles/responsibilities and board resolutions (if applicable); Project Manager proof of ECSA registration (civil engineering) or SACPCMP registration (built environment); attendance of compulsory briefing session. CSD registration required before bid closing. Technical proposal requirements: company profile with experience in technical capacity assessment and engineering profession development in three spheres of government or similar private sector; 1–2 client reference letters for similar projects in medium/large complex organisations (public sector/local government/infrastructure); CVs of 3 additional resources with relevant experience and tertiary qualifications in Civil Engineering, HR Management, Performance M&E or equivalent; Project Manager registered with ECSA or SACPCMP; management team members (Executive/Key Accounts Manager, Finance Manager) with minimum 3-year tertiary qualification and 3 years' experience managing projects/accounting/finance respectively.

Three-stage evaluation: (1) Mandatory requirements (pass/fail); (2) Functionality (minimum 70/100 points); (3) Price and Specific Goals (80/20 system). Functionality criteria: Methodology/Approach (20 points) — Programme Knowledge (3), Informativeness/Appropriateness (3), Presentation/Organogram (2); Project Implementation Schedule (5 points) — Appropriateness of Tasks/Timelines (2), Deliverables (1), Milestones (1), Timeliness/Interdependencies (1); Project Implementation Risks & Stakeholder Management (3 points) — Risk Understanding (1), Stakeholder Identification (2); Skills Transfer (4 points) — Schedule for MISA Young Graduates/Municipal Officials. Team competencies: Team Leader/Project Manager Qualification (5 points: Masters=5, Honours=4, Degree=3, Diploma=2) and Experience (10 points: ≥9yrs=10, ≥6<9=7, ≥4<6=5, ≥2<4=3, ≥1<2=1); Resource 1 (Civil Engineering Professional) Qualification (5) and Experience (10); Resource 2 (HR/Workforce Planning) Qualification (5) and Experience (10); Resource 3 (M&E Specialist) Qualification (5) and Experience (10); Company Experience (20 points): duration (6mths–1yr=5, >1yr=10) and projects (1–3=5, >3=10). Specific Goals (20 points): Women-owned enterprise 51%+ (points TBD), Youth-owned enterprise 51%+ (6 points), B-BBEE Level 1–2 QSE/EME (points TBD).