Appointment of a Panel of Five (5) Service Providers - Office Of

5.1. The following are the special conditions applicable to this request for proposals.The OPFA will not accept the bid, if the OPFA is satisfied that any person (including an employee, partner, director or shareholder of the tenderer or a person acting on behalf of or with the knowledge of the tenderer), firm or company: 5.1.1. Is executing a contract with the OPFA unsatisfactorily. 5.1.2. Is restricted from doing business with the state or employed by the state 5.1.3. Has in any manner been involved in a corrupt act in relation or other gift or remuneration to any officer or employee of the OPFA in connection with obtaining or executing a contract. 5.1.4. Has acted in bad faith, in a fraudulent manner or committed an offence in obtaining or executing a contract. 5.1.5. Has in any manner influenced or attempted to influence the awarding of OPFA’s bid. 5.1.6. Has, when advised that their tender has been accepted, given notice of his inability to execute or sign the contract. 5.1.7. Has engaged in any anti-competitive behaviour, including having entered into any agreement or arrangement, whether legally binding or not, with any other person, firm or company to refrain from tendering for this contract, or relating to the tender price to be submitted by either party. 5.1.8. Has disclosed to any other person, any information relating to this bid, except where disclosure, in confidence, was necessary to obtain quotations required for the preparation of the tender or required by law; 5.1.9. The OPFA may, in addition to any other legal recourse which it may have, cancel the contract between the OPFA and such a person and/or resolve that no tender from such a person will be considered for a specified period. 5.1.10. The award of this tender may be subjected to price negotiation with the highest point scorer in terms of the preferential procurement regulation if the price offered is considered not to be market related. BID DOCUMENT-APPOINTMENT OF A PANEL OF FIVE (5) SERVICE PROVIDERS FOR THE PROVISION OF HUMAN RESOURCES (HR) SERVICES of 33 5.2. The OPFA may amend any bid conditions, bid validity period, tender specifications, or extend the bid’s closing date, all before the bid closing date. All bidders, to whom the tender documents have been issued and where the OPFA have record of such bidders, may be advised in writing of such amendments in good time and any such changes will also be posted on the OPFA’s website under the relevant tender information. All prospective bidders must, therefore, ensure that they visit the website regularly and before they submit their bid response to ensure that they are kept updated on any amendments in this regard. 5.3. The OPFA reserves the right not to accept the lowest priced bid or any bid in part or in whole. The OPFA reserves the right to award this bid as a whole or in part. 5.4. The OPFA reserves the right to conduct site visits at bidder’s corporate offices and/or at client sites if so required. 5.5. The OPFA reserves the right to request all relevant information, agreements and other documents to verify information supplied in the bid response. The bidder hereby gives consent to the OPFA to conduct background checks on the bidding entity and any of its directors/trustees/shareholders/members. 6. UNDERTAKING BY THE BIDDER 6.1. By submitting a bid in response to this tender, the bidder will be taken tohave offered to render all or any of the services described in the bid response submitted by it to the OPFA on the terms and conditions and in accordance with the specifications stipulated in this tender document. 6.2. The bidder agrees that the offer contained in its bid shall remain binding and receptive for acceptance by the OPFA during the bid validity period indicated in the tender and calculated from the bid closing date and its acceptanceshall be subject to the terms and conditions contained in this tender document read with the bid. 6.3. The bidder furthermore confirms that he has satisfied himself as to the correctness and validity of his bid response; that the price(s) and rate(s) quoted cover all the work/item(s) specified in the bid response documents; and that the price(s) and rate(s) cover all his obligations under a resulting. BID DOCUMENT-APPOINTMENT OF A PANEL OF FIVE (5) SERVICE PROVIDERS FOR THE PROVISION OF HUMAN RESOURCES (HR) SERVICES of 33 contract for the services contemplated in this tender; and that he accepts that any mistakes regarding price(s) and calculations will be at their own risk. 6.4. The successful bidder accepts full responsibility for the proper execution and fulfilment of all obligations and conditions devolving under the supply agreement and Service Level Agreement (SLA) to be concluded with OPFA, as the principal(s) liable for the due fulfilment of such contract. 6.5. The bidder accepts that all costs incurred in the preparation, presentation and demonstration of the solution offered shall be for the account of the bidder. All supporting documentation and manuals submitted with the bid will become OPFA property unless otherwise stated by the bidder/s at the time ofsubmission. 7. ENQUIRIES REGARDING TENDER 7.1. Any questions regarding this tender shall be submitted in writing to the official mentioned in the Tender Notice, enquiries must be sent to tenders@pfa.org.za by not later than 26 January 2026. Enquiries received after this date will not be responded to. 8. COMPULSORY TENDER BRIEFING 8.1. There will be no briefing for this session. 9. TENDER SUBMISSIONS 9.1. Completed documents with supporting annexures shall be packaged, sealed, clearly marked, and submitted on or before the closing date and time. Closing date: 04 February 2026 Time: 11H00 Tender No: OPFA/HR/042025 9.2. Bids must be hand delivered to the OPFA’s address as follows. 41 Matroosberg Road Riverwalk Office Park Block A, Fourth Floor Ashlea Gardens, Pretoria BID DOCUMENT-APPOINTMENT OF A PANEL OF FIVE (5) SERVICE PROVIDERS FOR THE PROVISION OF HUMAN RESOURCES (HR) SERVICES of 33 INITIAL HERE 9.3. Late submissions and bids submitted by means of e-mail, telegram, telex facsimile, electronic or similar means shall not be considered. 10. TENDER SUBMISSION FORMAT 10.1. The OPFA requires one original copy of the bid completed bid document and supporting documents (hard copy) and one soft copy in a memory stick or compact disc. All submissions must be made as per paragraph 10 above. 11. REGISTRATION WITH CENTRAL SUPPLIER DATABASE 11.1. The OPFA will not award any bid to a supplier who is not registered as a prospective supplier on the Central Supplier Database (CSD) as required in terms of National Treasury National Treasury SCM Instruction Note 4A of 2016/2017. 12. BID VALIDITY PERIOD 12.1. The bid validity period will be one hundred and twenty (120) days from the closing of the tender. 13. ADDITIONAL INFORMATION REQUIRED 13.1. The following additional information is required: A sworn declaration and/or proof that a bidder: 13.1.1. Is not participating and contributing to any retirement fund for its employees 13.1.2. Is participating and contributing to a pension or provident fund and contributions are not in arrears. As proof, a confirmation of their contribution status from their retirement fund administrator must be submitted together with the declaration. BID DOCUMENT-APPOINTMENT OF A PANEL OF FIVE (5) SERVICE PROVIDERS FOR THE PROVISION OF HUMAN RESOURCES (HR) SERVICES of 33 INITIAL HERE 14. PROTECTION OF PERSONAL INFORMATION 14.1. Personal Information” means personal information as defined in the Protection of Personal Information Act, 2013 (Act No. ), as amended from time to time. 14.2. All information collected and submitted by the bidders will be used by the OPFA for the evaluation and adjudication of this bid to determine the bidders’ suitability and compliance to deliver the goods/services required. By submitting this bid the bidder gives consent for the OPFA to process the personal information provided by the bidder accordingly. 14.3. Personal Information” (PI) shall mean the race, gender, sex, pregnancy, marital status, national or ethnic origin, colour, sexual orientation, age, physical or mental health, disability, religion, conscience, belief, culture, language and birth of a person; information relating to the education or the medical, financial, criminal or employment history of the person; any identifying number, symbol, email address, physical address, telephone number, location information, online identifier or other particular assignment to the person; the biometric information of the person; the personal opinions, views or preferences of the person; correspondence sent by the person that is implicitly or explicitly of a private or confidential nature or further correspondence that would reveal the contents of the original correspondence; the views or opinions of another individual about the person whether the information is recorded electronically or otherwise. 14.4. The parties acknowledge that for the purposes of this bid and agreement the parties may come into contact with or have access to PI and other information that may be classified, or deemed as private or confidential and for which the other party is responsible. Such PI may also be deemed or considered as private and confidential as it relates to any third party who may be directly or indirectly associated with this agreement. Further, it is acknowledged and agreed by the parties that they have the necessary consent to share or disclose the PI and that the information may have value. 14.5. The parties agree that they will at all times comply with POPIA’s Regulations and Codes of Conduct and that it shall only collect, use and process PI it comes into contact with pursuant to this agreement in a lawful manner, and only to the extend required to execute the services, or to provide the goods and to perform their respective obligations in terms of this agreement. 14.6. The parties agree that it shall put in place, and at all times maintain, appropriate physical, technological, and contractual security measures to ensure the protection and confidentiality of PI that it, or its employees, its contractors or other authorised individuals BID DOCUMENT-APPOINTMENT OF A PANEL OF FIVE (5) SERVICE PROVIDERS FOR THE PROVISION OF HUMAN RESOURCES (HR) SERVICES of 33 INITIAL HERE comes into contact with pursuant to this agreement. 14.7. Notify each other immediately where it has reasonable grounds to believe that the Personal Information in respect of this agreement, which has been provided to it including any Personal Information which it has processed, has been lost, destroyed, or accessed or acquired by any unauthorised person. 14.8. Unless so required by law, the parties agree that it shall not disclose any PI as defined in POPIA to any third party without the prior written consent of the other party, notwithstanding anything to the contrary contained herein, shall any party transfer any PI out of the Republic of South Africa. 14.9. The bidder and OPFA will implement all the necessary processes and programs to ensure that all the data is secure at all times and not accessible by any unauthorised parties. BID DOCUMENT-APPOINTMENT OF A PANEL OF FIVE (5) SERVICE PROVIDERS FOR THE PROVISION OF HUMAN RESOURCES (HR) SERVICES of 33 INITIAL HERE STANDARD BIDDING FORMS YOU ARE HEREBY INVITED TO BID FOR REQUIREMENTS OF THE OFFICE OF PENSION FUNDS ADJUDICATOR BID NUMBER: OPFA/HR/042025 CLOSING DATE: 04 FEBRUARY 2026 CLOSING TIME: 11:00 DESCRIPTION APPOINTMENT OF A PANEL OF FIVE (5) SERVICE PROVIDERS FOR THE PROVISION OF HUMAN RESOURCES (HR) SERVICES BID RESPONSE DOCUMENTS MUST BE SUBMITTED AT BID MUST BE SUBMITTED TO: 41 MATROOSBERG ROAD, RIVERWALK OFFICE PARK, ASHLEA GARDENS, 0081, 4TH FLOOR BLOCK A BIDDING PROCEDURE ENQUIRIES MAY BE DIRECTED TO TECHNICAL ENQUIRIES MAY BE DIRECTED TO: CONTACT PERSON Magadi Tshitannye CONTACT PERSON Magadi Tshitannye TELEPHONE NUMBER 012 748 4000 TELEPHONE NUMBER 012 748 4000 FACSIMILE NUMBER FACSIMILE NUMBER E-MAIL ADDRESS tenders@pfa.org.za E-MAIL ADDRESS tenders@pfa.org.za SUPPLIER INFORMATION NAME OF BIDDER POSTAL ADDRESS STREET ADDRESS TELEPHONE NUMBER CODE NUMBER CELLPHONE NUMBER FACSIMILE NUMBER CODE NUMBER E-MAIL ADDRESS VAT REGISTRATION NUMBER SUPPLIER COMPLIANCE TAX OR CENTRAL STATUS COMPLIANCE SUPPLIER MAAA SYSTEM PIN: DATABASE No: B-BBEE STATUS LEVEL TICK APPLICABLE BOX] B-BBEE STATUS LEVEL [TICK APPLICABLE BOX] VERIFICATION CERTIFICATE SWORN AFFIDAVIT Yes No Yes No [A B-BBEE STATUS LEVEL VERIFICATION CERTIFICATE/ SWORN AFFIDAVIT (FOR EMES & QSEs) MUST BE SUBMITTED IN ORDER TO QUALIFY FOR PREFERENCE POINTS FOR B-BBEE] ARE YOU THE ACCREDITED Yes No ARE YOU A FOREIGN BASED Yes No REPRESENTATIVE IN SOUTH SUPPLIER FOR THE AFRICA FOR THE GOODS [IF YES ENCLOSE PROOF] GOODS/SERVICES /WORKS [IF YES, ANSWER /SERVICES OFFERED? THE /WORKS OFFERED? QUESTIONNAIRE BELOW] QUESTIONNAIRE TO BIDDING FOREIGN SUPPLIERS IS THE ENTITY A RESIDENT OF THE REPUBLIC OF SOUTH AFRICA (RSA)? YES NO DOES THE ENTITY HAVE A BRANCH IN THE RSA? YES NO DOES THE ENTITY HAVE A PERMANENT ESTABLISHMENT IN THE RSA? YES NO DOES THE ENTITY HAVE ANY SOURCE OF INCOME IN THE RSA? YES NO IS THE ENTITY LIABLE IN THE RSA FOR ANY FORM OF TAXATION? YES NO IF THE ANSWER IS “NO” TO ALL OF THE ABOVE, THEN IT IS NOT A REQUIREMENT TO REGISTER FOR A TAX COMPLIANCE STATUS SYSTEM PIN CODE FROM THE SOUTH AFRICAN REVENUE SERVICE (SARS) AND IF NOT REGISTER AS PER 2.3 BELOW. PART B: TERMS AND CONDITIONS FOR BIDDING BID DOCUMENT-APPOINTMENT OF A PANEL OF FIVE (5) SERVICE PROVIDERS FOR THE PROVISION OF HUMAN RESOURCES (HR) SERVICES of 33 1. BID SUBMISSION: 1.1. BIDS MUST BE DELIVERED BY THE STIPULATED TIME TO THE CORRECT ADDRESS. LATE BIDS WILL NOT BE ACCEPTED FOR CONSIDERATION. 1.2. ALL BIDS MUST BE SUBMITTED ON THE OFFICIAL FORMS PROVIDED– (NOT TO BE RE-TYPED) OR IN THE MANNER PRESCRIBED IN THE BID DOCUMENT. 1.3. THIS BID IS SUBJECT TO THE PREFERENTIAL PROCUREMENT POLICY FRAMEWORK ACT, 2000 AND THE PREFERENTIAL PROCUREMENT REGULATIONS, 2022, THE GENERAL CONDITIONS OF CONTRACT (GCC) AND, IF APPLICABLE, ANY OTHER SPECIAL CONDITIONS OF CONTRACT. 1.4. THE SUCCESSFUL BIDDER WILL BE REQUIRED TO FILL IN AND SIGN A WRITTEN CONTRACT FORM (SBD7). 2. TAX COMPLIANCE REQUIREMENTS 2.1 BIDDERS MUST ENSURE COMPLIANCE WITH THEIR TAX OBLIGATIONS. 2.2 BIDDERS ARE REQUIRED TO SUBMIT THEIR UNIQUE PERSONAL IDENTIFICATION NUMBER (PIN) ISSUED BY SARS TO ENABLE THE ORGAN OF STATE TO VERIFY THE TAXPAYER’S PROFILE AND TAX STATUS. 2.3 APPLICATION FOR TAX COMPLIANCE STATUS (TCS) PIN MAY BE MADE VIA E-FILING THROUGH THE SARS WEBSITE WWW.SARS.GOV.ZA. 2.4 BIDDERS MAY ALSO SUBMIT A PRINTED TCS CERTIFICATE TOGETHER WITH THE BID. 2.5 IN BIDS WHERE CONSORTIA / JOINT VENTURES / SUB-CONTRACTORS ARE INVOLVED, EACH PARTY MUST SUBMIT A SEPARATE TCS CERTIFICATE / PIN / CSD NUMBER. 2.6 WHERE NO TCS PIN IS AVAILABLE BUT THE BIDDER IS REGISTERED ON THE CENTRAL SUPPLIER DATABASE (CSD), A CSD NUMBER MUST BE PROVIDED. 2.7 NO BIDS WILL BE CONSIDERED FROM PERSONS IN THE SERVICE OF THE STATE, COMPANIES WITH DIRECTORS WHO ARE PERSONS IN THE SERVICE OF THE STATE, OR CLOSE CORPORATIONS WITH MEMBERS PERSONS IN THE SERVICE OF THE STATE.” NB: FAILURE TO PROVIDE / OR COMPLY WITH ANY OF THE ABOVE PARTICULARS MAY RENDER THE BID INVALID. SIGNATURE OF BIDDER: ................................................... CAPACITY UNDER WHICH THIS BID IS SIGNED: ................................................... (Proof of authority must be submitted e.g. company resolution) DATE: ................................................... BID DOCUMENT-APPOINTMENT OF A PANEL OF FIVE (5) SERVICE PROVIDERS FOR THE PROVISION OF HUMAN RESOURCES (HR) SERVICES of 33 SBD 4: BIDDER’S DISCLOSURE 1. PURPOSE OF THE FORM 1.1. Any person (natural or juristic) may make an offer or offers in terms of this invitation to bid. In line with the principles of transparency, accountability, impartiality, and ethics as enshrined in the Constitution of the Republic of South Africa and further expressed in various pieces of legislation, it is required for the bidder to make this declaration in respect of the details required hereunder. 1.2. Where a person/s are listed in the Register for Tender Defaulters and / or the List of Restricted Suppliers, that person will automatically be disqualified from the bid process. 2. Bidder’s declaration 2.1. Is the bidder, or any of its directors / trustees / shareholders / members / partners or any person having a controlling interest1 in the enterprise, employed by the state? YES/NO 2.1.1. If so, furnish particulars of the names, individual identity numbers, and, if applicable, state employee numbers of sole proprietor/ directors / trustees / shareholders / members/ partners or any person having a controlling interest in the enterprise, in table below. Full Name Identity Number Name of State institution 2.2. Do you, or any person connected with the bidder, have a relationship with any person who is employed by the procuring institution? YES/NO 2.2.1 If so, furnish particulars: ................................................................................................ 1 the power, by one person or a group of persons holding the majority of the equity of an enterprise, alternatively, the person/s having the deciding vote or power to influence or to direct the course and decisions of the enterprise. BID DOCUMENT-APPOINTMENT OF A PANEL OF FIVE (5) SERVICE PROVIDERS FOR THE PROVISION OF HUMAN RESOURCES (HR) SERVICES of 33 INITIAL HERE ................................................................................................ 2.3. Does the bidder or any of its directors / trustees / shareholders / members / partners or any person having a controlling interest in the enterprise have any interest in any other related enterprise whether or not they are bidding for this contract? YES/NO 2.3.1. If so, furnish particulars: ........................................................................................ ........................................................................................

OPFA Recruitment Oct 2019 services OPFA Strategy development Feb 2022 Recruitment service Employment relation BID DOCUMENT-APPOINTMENT OF A PANEL OF FIVE (5) SERVICE PROVIDERS FOR THE PROVISION OF HUMAN RESOURCES (HR) SERVICES of 33 3. Methodology and case Studies 50% 5 = Proposal demonstrates 7-8 of the requirements As part of the evaluation process for this tender, OPFA requires all prospective 4 = Proposal demonstrates 5-6 of the requirements service providers to prepare and respond to case studies based on OPFA’s Human 3 = Proposal demonstrates 3-4 of the requirements Resources initiatives. The purpose is to demonstrate the bidder’s capability, 2 = Proposal demonstrates 1-2 of the requirements experience, and approach in delivering HR services aligned to OPFA’s strategic 1 = No information/inadequate or irrelevant information objectives. Bidders must provide detailed responses to the following HR service areas, addressing the points indicated: 1. Recruitment Process Context & Challenge OPFA requires a structured, transparent, and efficient recruitment process to attract top talent. Bidders must address • How competency-based job profiles will be developed and aligned to operational and strategic needs. • Implementation of standardized recruitment and selection frameworks compliant with legislation. • Approach to structured interview guides, panel training, and objective candidate assessment. • Strategies for enhancing recruitment communication and candidate experience. • Expected outcomes such as reduced time-to-fill, improved candidate quality, diversity, and compliance. BID DOCUMENT-APPOINTMENT OF A PANEL OF FIVE (5) SERVICE PROVIDERS FOR THE PROVISION OF HUMAN RESOURCES (HR) SERVICES of 33 2. Psychometric and Competency Assessments Context & Challenge Integration of validated psychometric and competency assessments for recruitment, leadership development, and succession planning. Bidders must address • Qualifications and HPCSA registration of Psychometrists. •Tools and methods used (e.g., cognitive, behavioural, emotional assessments). • Alignment with OPFA’s leadership and behavioural competency frameworks. • Feedback mechanisms to HR and line management. • Expected outcomes such as improved objectivity, role alignment, and succession planning. 3. Employment Relations Context & Challenge Strengthening ER frameworks to promote fairness, reduce grievances, and ensure compliance. Bidders must address • Policy review, development, and compliance with Labour Relations Act. • Training programs for line managers on ER, disciplinary, grievance, and conflict management. • Case tracking and escalation processes for ER issues. • Engagement strategies to reduce disputes and improve workplace relations. • Expected outcomes such as reduced ER cases, improved management capability, BID DOCUMENT-APPOINTMENT OF A PANEL OF FIVE (5) SERVICE PROVIDERS FOR THE PROVISION OF HUMAN RESOURCES (HR) SERVICES of 33 and enhanced organizational fairness. 4. Organizational Effectiveness Context & Challenge Optimizing structures and processes to enhance efficiency, accountability, and performance alignment. Bidders must address • Functional and structural reviews to clarify roles and eliminate overlaps. • KPI frameworks aligned with OPFA’s strategic objectives. • Balanced scorecard implementation linking departmental and individual objectives. • Change management and team alignment interventions. • Expected outcomes such as increased efficiency, accountability, and cross- functional collaboration. 5. Leadership Development Context & Challenge Building a robust leadership pipeline and enhancing management capability. Bidders must address • Design of Leadership Development Programmes (LDP) customized for OPFA. • Use of tools such as 360° feedback, coaching, mentoring, and training. • Measurement of outcomes through evaluations and assessments. • Approach to succession planning and talent development. • Expected outcomes such as measurable leadership growth, improved engagement, and succession pipeline strength. BID DOCUMENT-APPOINTMENT OF A PANEL OF FIVE (5) SERVICE PROVIDERS FOR THE PROVISION OF HUMAN RESOURCES (HR) SERVICES of 33 6. Total Remuneration & Reward Context & Challenge Modernizing remuneration and reward to retain talent, ensure competitiveness, and reinforce transparency. Bidders must address • Remuneration benchmarking methodology and data sources. • Design of total rewards frameworks integrating fixed pay, incentives, recognition, and non-financial benefits. • Job grading and pay band structures ensuring internal equity and market competitiveness. • Communication and training on pay principles for staff. • Expected outcomes such as improved pay perception, retention of critical roles, and alignment of performance and rewards. 7. Strategy Development Context & Challenge Aligning human capital and organizational goals with OPFA’s mandate. Bidders must address • Facilitation of executive strategy sessions with leadership and departments. • Use of analytical tools (SWOT, PESTLE) to assess opportunities and challenges. • Development of five-year strategic plans integrating human capital, digital transformation, and service delivery priorities. BID DOCUMENT-APPOINTMENT OF A PANEL OF FIVE (5) SERVICE PROVIDERS FOR THE PROVISION OF HUMAN RESOURCES (HR) SERVICES of 33 • Establishment of performance monitoring frameworks with KPIs and reporting cycles. • Expected outcomes such as clear strategic roadmap, improved alignment, and organisational agility. 8. Learning and Development Process Context & Challenge OPFA aims to cultivate a highly skilled, adaptable, and engaged workforce. The organization requires a structured, strategic approach to learning and development that ensures employees have the competencies to meet current and future operational and organizational needs. Bidders must address •How a comprehensive learning and development framework will be designed and aligned with organizational goals and competency requirements. •Implementation of structured training programs, including facilitation of internal training and engagement with third-party training providers. •Approach to assessing training needs, designing curriculum, and measuring learning outcomes. •Strategies to promote a culture of continuous learning, knowledge sharing, and professional development across all levels. •Expected outcomes such as improved employee performance, accelerated skill development, enhanced talent retention, and alignment with organizational objectives. BID DOCUMENT-APPOINTMENT OF A PANEL OF FIVE (5) SERVICE PROVIDERS FOR THE PROVISION OF HUMAN RESOURCES (HR) SERVICES of 33 Evidence required Bidders are required to respond to each case study by providing a Portfolio of Evidence (PoE) that demonstrates their capability, experience, and proven results in delivering similar human capital solutions. The PoE must include relevant supporting documentation that aligns with each service area’s context, challenge, and deliverables. Maximum percentage 100 Minimum percentage required to proceed to next evaluation stage 70% BID DOCUMENT-APPOINTMENT OF A PANEL OF FIVE (5) SERVICE PROVIDERS FOR THE PROVISION OF HUMAN RESOURCES (HR) SERVICES of 33 4.5. Stage 4: Price and Preference Point System 4.5.1. Only Bidders that have met a minimum 70-points threshold in stage 3 will be evaluated in stage 4 for price and preference points. 4.5.2. The 80/20 preference point system shall be applicable to this bid, where 80 points represent maximum obtainable points for the lowest acceptable price, and 20 points represents the specific goals. Points will be awarded to a bidder for attaining the specific goals outlined in accordance with the table below: # Specific Goals of Proof/ Evidence required Points Preference Allocation 1 51% or more ownership by CSD report/B-BBEE Certificate or Sworn 5 black people Affidavit, CIPC Report 2 51% or more ownership by CSD report/B-BBEE Certificate or Sworn 5 black women Affidavit, CIPC Report 30% or more ownership by CSD report/B-BBEE Certificate or Sworn 3 people living with Affidavit, CIPC Repor disabilities 53 30% or more ownership by CSD report/B-BBEE Certificate or Sworn 3 youth Affidavit, CIPC Report 4 EME/QSE CSD report/B-BBEE Certificate or Sworn 4 Affidavit, CIPC Report TOTAL POINTS 20 BID DOCUMENT-APPOINTMENT OF A PANEL OF FIVE (5) SERVICE PROVIDERS FOR THE PROVISION OF HUMAN RESOURCES (HR) SERVICES of 33 4.6. Pricing schedule 4.6.1. PART A: Recruitment services and Executive search or head hunting Cost to company Percentage Amount excl VAT ≤R250 000 R250 001 - R350 000 R350 001 – R400 000 R401 000- R450 000 R450 001-R500 000 R500 001-R550 000 R550 001- R600 000 R601 000 -R650 000 R650 001 -R700 000 R700 001 -R750 000 R750 001 -R800 000 R800 001 -R850 000 R850 001-R900 000 R950 001 -R1 000 000 R1 000 001 -R 1 100 000 R1 101 001 -R1 250 000 R1 250 001 -R1 350 000 R1 350 001 -R1 500 000 R1 501 001- R1650 000 ≥R 1 650 001 TOTAL BID DOCUMENT-APPOINTMENT OF A PANEL OF FIVE (5) SERVICE PROVIDERS FOR THE PROVISION OF HUMAN RESOURCES (HR) SERVICES of 33 4.7. PART B: OTHER COSTS Service description Number of hours Rate per hour Excl VAT Psychometric & competency assessment 150 Employment Relations 200 Organisational Effectiveness 250 Leadership Development 200 Total remuneration & reward 150 Strategy Development 150 Learning and Development 250 Total excl VAT COST (R) PART A PART B TOTAL (A+B) VAT TOTAL INCL VAT BID PRICE IN WORDS:  Bidders must provide a fixed rate for the 3-year period  The number of hours is indicative for the purpose of evaluation. The actual number of hours will be billed as and when required.  The following conditions in relation to recruitment services and executive search will apply: The OPFA will pay a placement fee as per the rate above for successful placement. There will be no fees paid where there is no successful placement of suitable candidates.  For short-term contracts (less than 12 months) the OPFA will pay a pro rata of the placement fee as per the rate above.  Price must be comprehensive, only firm prices will be accepted.  Price may be compiled of bidders, however the final price must be transferred to this schedule. BID DOCUMENT-APPOINTMENT OF A PANEL OF FIVE (5) SERVICE PROVIDERS FOR THE PROVISION OF HUMAN RESOURCES (HR) SERVICES of 33 4.8. PART C ADDITIONAL RATES Services Rate Any other ad-hoc services (rate per hour) Criminal Checks Identity (ID) verification Citizenship status Matric Tertiary Qualifications (Various institutions) Directorship (business interest) Employment references Credit checks Social media account (if applicable) • Additional rates: This will not be used for evaluation purposes. These services will be provided at the request of the OPFA and be invoiced accordingly. BID DOCUMENT-APPOINTMENT OF A PANEL OF FIVE (5) SERVICE PROVIDERS FOR THE PROVISION OF HUMAN RESOURCES (HR) SERVICES of 33

1.1. The Office of the Pension Funds Adjudicator (OPFA) was established in terms of section 30B of the Pension Funds Act No. (“Act”) with effect from 01 January 1998 and is funded in terms of section 30R of the Act. 1.2. In terms of section 30D of the Act, the main objective of the Adjudicator is to dispose of complaints lodged in terms of section 30A (3) of the Act, and complaints for which the Adjudicator is designated in terms of section 211 of the Financial Sector Regulation Act. 2. OBJECTIVE OF SERVICES REQUIRED 2.1. The purpose of this Request for Proposal (RFP) is to solicit proposals from potential bidders to be appointed in a panel for the provision of Human Resources (HR) service offerings for a period of 36 months in the following areas: 2.1.1. Head Hunting Services 2.1.2. Psychometric & competency assessment 2.1.3. Employment Relations 2.1.4. Organisational Effectiveness 2.1.5. Total remuneration & reward 2.1.6. Organisational Strategy Development and Review 2.1.7. Learning and Development 2.1.8. Any other ad-hoc services or special requests 2.2. The prospective suppliers need to have technical knowledge and experience in the delivery of the entire HR value chain end to end. BID DOCUMENT-APPOINTMENT OF A PANEL OF FIVE (5) SERVICE PROVIDERS FOR THE PROVISION OF HUMAN RESOURCES (HR) SERVICES of 33 2.3. Appointment on the panel does not guarantee that the service provider/s will be allocated any work automatically, this will be on "as and when" required basis on a rotational basis. 2.4. The OPFA reserves the right to use internal processes and resources based on business requirements and cost effectiveness. 3. SCOPE OF SERVICES REQUIRED 3.1. The services required will include, amongst others, the following; however, services are not limited to the items listed below, and additional initiatives such as HR strategy development, Employee Value Proposition (EVP) programs, and wellness plans may be added on an ad-hoc basis: 3.2. Head Hunting Services and Recruitment of Key Positions 3.2.1. Placement of an advert in different platforms using modern day recruitment tools. 3.2.2. Active sourcing of candidates both permanent and temporal services 3.2.3. Response handling and preliminary screening of candidates 3.2.4. Presentation of suitable candidates to the OPFA 3.2.5. Background and reference checks (vetting process) 3.2.6. Final placement of candidates 3.3. Psychometric and competency assessment 3.3.1. Profiling of candidates to jobs 3.3.2. Utilisation of appropriate assessment tools 3.3.3. Produce and unpack related reports 3.3.4. Recommend action plans to remedy identified deficiencies 3.3.5. Employee development assessment for succession planning 3.4. Employment Relations 3.4.1. Internal capacity building of line managers 3.4.2. Resolving complex cases – Dealing with executive matters 3.4.3. Policy development 3.4.4. Expert advice or guidance on implementation of HR developments BID DOCUMENT-APPOINTMENT OF A PANEL OF FIVE (5) SERVICE PROVIDERS FOR THE PROVISION OF HUMAN RESOURCES (HR) SERVICES of 33 3.5. Organisational Effectiveness 3.5.1. Facilitate the organisational design and structure 3.5.2. Job evaluation and grading 3.5.3. Organisational development initiatives 3.6. Total remuneration & reward 3.6.1. Conduct macro-environment and industry analysis and provide intelligence with recommendations. 3.6.2. Facilitate benchmarking and review existing remuneration and reward practices. 3.7. Organisational Strategy Development and Review 3.7.1. Facilitate the review and ensure alignment of the organisational strategy with overall objectives. 3.8. Learning and Development 3.8.1. Development of a learning and development framework and establish L&D framework aligned with organisational goals and employee growth. 3.8.2. Organise and facilitate training programs and engage third-party providers to supplement learning needs. 3.8.3. Facilitate the development or review talent management and succession planning strategies and frameworks. BID DOCUMENT-APPOINTMENT OF A PANEL OF FIVE (5) SERVICE PROVIDERS FOR THE PROVISION OF HUMAN RESOURCES (HR) SERVICES of 33 4. BID EVALUTION 4.1. The proposal will be evaluated in three stages 4.1.1. Stage 1- Administrative and compliance 4.1.2. Stage 2- Mandatory Requirements 4.1.3. Stage 3 - Functionality Evaluation 4.1.4. Stage 4- Price and reference points evaluation 4.2. Stage 1: Administrative and Compliance 4.2.1. Compliance with administrative and mandatory requirements stated in the standard bidding documents. Bidders that fail to provide the required information and documentation will be disqualified from further evaluation. Documents that must be submitted Non-Submission may result in disqualification Master Bid Document Yes Provided and bound Electronic copy (USB /compact disc) Yes Same as the master bid document Invitation to Bid - SBD 1 Yes Duly completed and signed CSD Registration Yes CSD registration number/Proof of CSD registration. If you are not registered proceed to complete the registration of your company prior to submitting your proposal. Visit https://secure.csd.gov.za to obtain your vendor number Pricing schedule Yes Duly completed SBD 4- Bidders Disclosure Yes Duly completed and signed. SBD 6.1 Preference points claim form in No Duly completed and signed. terms of Preferential Procurement Regulation 2022 Adherence to closing date and time Yes Submission by the due date and time 4.3 Stage 2: Mandatory Requirements Requirement Proof of Evidence Required Comply/ Do not comply The company or Director must be Valid copy of registration/certificate and accredited/registered with the Membership certificate relevant professional body e.g. South African Board of People Practice (SABPP)/IPM / CHRO BID DOCUMENT-APPOINTMENT OF A PANEL OF FIVE (5) SERVICE PROVIDERS FOR THE PROVISION OF HUMAN RESOURCES (HR) SERVICES of 33 4.4. Stage 3: Functionality evaluation criteria Bidders are expected to obtain a minimum of seventy (70) out of hundred points available to proceed to the next evaluation stage. Failure to obtain the prescribed points will automatically disqualify the bid offer from proceeding to the next evaluation stage. FUNCTIONALITY EVALUATION CRITERIA # Evaluation criteria Weight Score 1. Availability of appropriate skills and resources to manage the contract. CV's 15% 5= Seven and above years' relevant experience and of the assigned personnel to demonstrate appropriate skills and relevant honors degree or higher capabilities by showing current and previous work done as well as number of 4= Five to six years relevant experience and years in similar role relevant BA Degree or equivalent Points will be allocated for number of years' relevant experience of the 3= Three to four years' relevant experience and Project Manager/Key personnel relevant BA Degree or equivalent 2=One to two years' relevant experience and Eyjdence Required relevant BA Degree or equivalent Bidders must provide organogram and CV of relevant Project Manager/ 1=No information provided. personnel demonstrating relevant experience aligning to Professional registration BID DOCUMENT-APPOINTMENT OF A PANEL OF FIVE (5) SERVICE PROVIDERS FOR THE PROVISION OF HUMAN RESOURCES (HR) SERVICES of 33 2. Work performance on relevant services required by the OPFA as per the scope 35% 5= Seven (7) successfully completed projects paragraph 2.1 successfully completed in the last ten years 4= 5-6 successfully completed projects 3= 3-4 successfully completed projects Evidence required 2= 1-2 One successfully completed project Bidders must provide a list of the relevant completed projects as per the format below 1=No information provided with supporting reference letter X1 (or more if different suppliers) from previous employers/client with contactable references clearly indicating services rendered and the period. No points will be allocated if reference letters are not provided. Example Reference letter Name ofI Services providedI Date project Organisation completed attached OPFA Strategy development Dec 2018 ABC Remuneration review and May 2020 job

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