{"name":"Ms Kamogelo Dagane CONTACT PERSON","email":"[email protected]","phone":null,"department":null,"address":"CONTACT PERSON Ms Kamogelo Dagane CONTACT PERSON"}

Returnable Documents: Returnable Documents means all the documents, Sections and Annexures, as listed in the tables below. There are three types of returnable documents as indicated below and Bidders are urged to ensure that these documents are returned with the quotation based on the consequences of non- submission as indicated below: 15 Mandatory Returnable Documents Failure to provide all these Mandatory Returnable Documents at the Closing Date and time of this RFQ will result in a Bidder’s disqualification. Bidders are therefore urged to ensure that all these Documents are returned with their Quotations., UNSUCCESSFUL BIDDERS Should the bidder not receive any communication from NHFC within the validity of the RFQ. The bidder should consider their bid unsuccessful SECTION 3 SECTION 4 SECTION 5 NHFC GENERAL CONDITIONS OF PURCHASE General NHFC and the Supplier enter into an order/contract on these conditions to supply the items (goods/services/works) as described in the order/contract. Conditions These conditions form the basis of the contract between NHFC and the Supplier. Notwithstanding anything to the contrary in any document issued or sent by the Supplier, these conditions apply except as expressly agreed in writing by NHFC. No servant or agent of NHFC has authority to vary these conditions orally. These general conditions of purchase are subject to such further special conditions as may be prescribed in writing by NHFC in the order/contract. Local Content Obligations Bidders are to note that the Local Content commitments made by the successful Bidder(s) will be incorporated as a term of the contract and monitored for compliance. Should the successful Bidder fail to meet its Local obligations, non-compliance penalties shall be applicable. Breach of Local Content obligations also provide NHFC cause to terminate the contract in certain cases where material non- compliance with Local Content requirements are not achieved. Price and payment The price or rates for the items stated in the order/contract may include an amount for price adjustment, which is calculated in accordance with the formula stated in the order/contract. The Supplier may be paid in one currency other than South African Rand. Only one exchange rate is used to convert from this currency to South African Rand. Payment to the Supplier in this currency other than South African Rand, does not exceed the amounts stated in the order/contract. NHFC pays for the item within 30 days of receipt of the Suppliers correct tax invoice. Delivery and documents The Supplier’s obligation is to deliver the items on or before the date stated in the order/contract. Late deliveries or late completion of the items may be subject to a penalty if this is imposed in the order/contract. No payment is made if the Supplier does not provide the item as stated in order/contract. Where items are to be delivered the Supplier: Clearly marks the outside of each consignment or package with the Supplier’s name and full details of the destination in accordance with the order and includes a packing note stating the contents thereof; On dispatch of each consignment, sends to NHFC at the address for delivery of the items, an advice note specifying the means of transport, weight, number of volume as appropriate and the point and date of dispatch; Sends to NHFC a detailed priced invoice as soon as is reasonably practical after dispatch of the items, and states on all communications in respect of the order the order number and code number (if any). Containers / packing material Unless otherwise stated in the order/contract, no payment is made for containers or packing materials or return to the Supplier. Title and risk Without prejudice to rights of rejection under these conditions, title to and risk in the items passes to NHFC when accepted by NHFC. Rejection If the Supplier fails to comply with his obligations under the order/contract, NHFC may reject any part of the items by giving written notice to the Supplier specifying the reason for rejection and whether and within what period replacement of items or re-work are required. In the case of items delivered, NHFC may return the rejected items to the Supplier at the Supplier’s risk and expense. Any money paid to the Supplier in respect of the items not replaced within the time required, together with the costs of returning rejected items to the Supplier and obtaining replacement items from a third party, are paid by the Supplier to NHFC. In the case of service, the Supplier corrects non-conformances as indicated by NHFC. BIDDER’S DISCLOSURE PURPOSE OF THE FORM 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. 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. Bidder’s declaration 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 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 Do you, or any person connected with the bidder, have a relationship with any person who is employed by the procuring institution? YES/NO If so, furnish particulars: ................................................................................................ ................................................................................................ 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 If so, furnish particulars: ........................................................................................ ........................................................................................ SECTION 7 SBD 6.1 PREFERENCE POINTS CLAIM FORM IN TERMS OF THE PREFERENTIAL PROCUREMENT REGULATIONS 2022 This preference form must form part of all tenders invited. It contains general information and serves as a claim form for preference points for specific goals. NB: BEFORE COMPLETING THIS FORM, TENDERERS MUST STUDY THE GENERAL CONDITIONS, DEFINITIONS AND DIRECTIVES APPLICABLE IN RESPECT OF THE TENDER AND PREFERENTIAL PROCUREMENT REGULATIONS, 2022, GENERAL CONDITIONS 1.1 The following preference point systems are applicable to invitations to tender: 1.2 the 80/20 system for requirements with a Rand value up to R50 000 000 (all applicable taxes included); and 1.3 To be completed by the organ of state (delete whichever is not applicable for this tender)., The applicable preference point system for this tender is the 80/20 preference point system. 1.4 The 80/20 preference point system will be applicable in this tender. The lowest/ highest acceptable tender will be used to determine the accurate system once tenders are received. 1.5 Points for this tender (even in the case of a tender for income-generating contracts) shall be awarded for: (a) Price; and (b) Specific Goals. 1.6 To be completed by the organ of state: The maximum points for this tender are allocated as follows: POINTS PRICE 80 SPECIFIC GOALS 20 Total points for Price and SPECIFIC GOALS 100 1.7 Failure on the part of a tenderer to submit proof or documentation required in terms of this tender to claim points for specific goals with the tender, will be interpreted to mean that preference points for specific goals are not claimed. 1.8 The organ of state reserves the right to require of a tenderer, either before a tender is adjudicated or at any time subsequently, to substantiate any claim in regard to preferences, in any manner required by the organ of state., DEFINITIONS 2.1 “tender” means a written offer in the form determined by an organ of state in response to an invitation to provide goods or services through price quotations, competitive tendering process or any other method envisaged in legislation; 2.2 “price” means an amount of money tendered for goods or services, and includes all applicable taxes less all unconditional discounts; 2.3 “rand value” means the total estimated value of a contract in Rand, calculated at the time of bid invitation, and includes all applicable taxes; 2.4 “tender for income-generating contracts” means a written offer in the form determined by an organ of state in response to an invitation for the origination of income-generating contracts through any method envisaged in legislation that will result in a legal agreement between the organ of state and a third party that produces revenue for the organ of state, and includes, but is not limited to, leasing and disposal of assets and concession contracts, excluding direct sales and disposal of assets through public auctions; and (a) “the Act” means the Preferential Procurement Policy Framework Act, 2000 (Act No. )., FORMULAE FOR PROCUREMENT OF GOODS AND SERVICES 3.1. POINTS AWARDED FOR PRICE 3.1.1 THE 80/20 PREFERENCE POINT SYSTEMS A maximum of 80 points is allocated for price on the following basis

2.4 Bidders may also submit a printed tcs certificate together with the bid.

Bidders must be registered on the National Treasury Central Supplier Database (CSD) and provide a valid Tax Compliance Status PIN or CSD number. A valid B-BBEE certificate or sworn affidavit is mandatory. The bidder must not be in the service of the state. The proposal must score a minimum of 70 points in the functionality evaluation, which assesses company track record, key personnel qualifications, strategic methodology, and crisis communications experience.

Provision of assistance with company secretary services

The National Housing Finance Corporation (NHFC) invites proposals from suitably qualified and

experienced External Communications Service Providers to develop and implement a comprehensive,

integrated multi-media communications and reputation management strategy. The primary goal is to

significantly increase the visibility of the NHFC’s mandate, funding instruments, and delivery impact within

the South African affordable housing sector.

This procurement arises from a deliberate board-level resolution to address a root-cause deficit identified

in the NHFC’s 10x10 Turnaround Blueprint: the absence of a robust external communications capability

commensurate with the Corporation’s scale of impact. The service provider appointed under this TOR

will play a central role in translating organisational recovery into public confidence, stakeholder trust, and

expanded market reach translating into a much-needed increase in market share. The NHFC is seeking

a partner — not merely a vendor — a visionary, with sector-wide intelligence, and executional excellence

to co-author the NHFC’s narrative during a pivotal chapter of its institutional history.

2.1 Institutional Overview

The NHFC is a Development Finance Institution (DFI) and state-owned entity (SOE) under the National

Department of Human Settlements (DHS). Its core mandate is to broaden and deepen access to

affordable housing finance for low-to-middle-income South African households. The Corporation

provides wholesale and project development finance to Social Housing Institutions (SHIs), private

developers, and retail intermediaries. It also administers national programmes including First Home

Finance (formerly FLISP).

With a loan book spanning multiple product lines, a national project footprint, and a direct linkage to

South Africa’s constitutional right of access to adequate housing, the NHFC occupies a uniquely

consequential position in the DFI ecosystem. Its communications therefore carry both developmental

significance and reputational stakes that are proportionately high. Prospective service providers are

expected to appreciate and respond to this context with appropriate depth of organisational strategy

and the NHFC mandate.

2.2 Performance Context & Turnaround Trajectory

The NHFC Board, appointed in August 2025, undertook a thorough analysis of organisational

performance and identified twelve root-cause issues in the 10x10 Turnaround Blueprint. Among these,

“Lack of Public Confidence” was identified as a structurally important deficit requiring deliberate

intervention.

Key performance data establishing the baseline for this assignment:

• FY 2024/25: NHFC achieved 54% of APP targets, well below the 80% shareholder threshold,

causing reputational damage.

• Q2 FY 2025/26: Performance dipped to 65%, down from 74% in Q1.

• Q3 and Q4 FY 2025/26: The entity recovered to 74% in both quarters.

• Full-year FY 2025/26: Overall performance reached 75% — still below the 80% threshold but a

significant improvement from the prior year.

• Core business KPI achievement: targets (85%), confirming operational mandate

delivery is on track.

The data above reveals a critical asymmetry: NHFC’s operational performance is recovering

meaningfully, yet its public and stakeholder perception remains largely anchored to historical negative

narratives. This gap — between actual performance and perceived performance — constitutes the

primary communications challenge the appointed service provider must resolve. The brief is therefore

not merely promotional; it is reputationally corrective and stakeholder transformative.

2.3 Current Phase: Stabilisation

The NHFC has transitioned from a “Rescue Phase” to a “Stabilisation Phase.” The Board requires that

stakeholders — including the Portfolio Committee, shareholder Ministry, financial partners, developers,

and the public — be kept continuously informed of this trajectory. Short-term wins have not been

effectively communicated, and this gap must be urgently addressed.

3. Strategic initiatives requiring communications support

The NHFC Board and Management are implementing a range of high-priority initiatives that the service

provider will be required to support communicatively. These include:

• Shareholder engagement on First Home Finance (FHF) funding in a constrained fiscal

environment.

• Introduction of flexible FHF subsidy disbursement mechanisms.

• Scaling lending approvals to R3 billion per annum with disbursements of at least R1 billion.

• Appointment of impact investment professionals to grow the project pipeline.

• Establishment of a dedicated collections function to protect credit independence.

• Equity portfolio reform, including liquidation of non-performing assets.

• Structured MEC-level provincial partnerships to ensure equitable geographic impact.

• Collaboration with sister entities and joint Board Chairs engagement forums.

• Pipeline development in student accommodation and long-term rental products.

• Development of a Revenue Enhancement Strategy to diversify income streams.

Each of the above initiatives carries a distinct stakeholder audience and communications register. The

service provider must demonstrate, in their proposal, how their strategy will sequence, differentiate, and

integrate messaging across these initiatives — ensuring that no single announcement overshadows

another, and that the cumulative narrative builds coherently toward a single, compelling institutional

story: the NHFC as a high-performing, trusted, and socially impactful DFI.

4. Objectives of the assignment

• Elevate Brand Visibility: Position the NHFC as South Africa’s leading authority and catalyst in

affordable housing finance, thereby building public confidence on the entity. This should result

in enhanced strategic partnerships.

• Restore and Build Stakeholder Trust: Systematically address negative legacy perceptions held

by the Portfolio Committee, financial sector, housing developers, and the public.

• Promote Financial Solutions: Raise market awareness of specific products, including Rental

Programme (Private and Social Housing Finance), Incremental Housing Finance, Bridging

Finance, Contractor Finance, and First Home Finance.

• Multi-Platform Engagement: Establish a cohesive narrative across digital, social, broadcast,

print media and outreach platforms.

• Social Licence to Operate: Strengthen the NHFC’s legitimacy and social licence among

communities benefiting from its programmes, ensuring communications reach intended

beneficiaries and not only institutional partners.

• Internal Communications Alignment: Ensure staff understand and can articulate the turnaround

narrative, fostering internal ambassadorship and consistent external messaging.

• Parliamentary and Government Relations Visibility: Develop a targeted communications sub-

strategy for the Portfolio Committee on Human Settlements and other oversight bodies,

converting scrutiny into informed advocacy.

• Narrative Continuity Plan: Establish a sustained, low-dependency communications rhythm that

the NHFC’s internal team can maintain independently after the contract period ends.

5. Scope of Work / Key deliverables:

5.1 Strategy Formulation

Develop a 6-month integrated media and public relations strategy tailored to targeted B2B and non-

business partners (relevant government departments and entities at all spheres of government) as well

as the general public.

The strategy must be anchored in a formal Stakeholder Mapping exercise delivered within the first 5

days of appointment. It must segment audiences by influence, interest, and information need, and

propose differentiated channel strategies per segment. The strategy must also include a Baseline

Reputation Audit — drawing on existing media monitoring results, social listening data, and stakeholder

perception surveys — against which all KPIs will be benchmarked.

5.2 Content Production

Produce high-quality multimedia content, including project success stories, video documentaries,

infographics, fact sheets and analytical thought-leadership pieces.

Content must be produced in accordance with a Board-approved Content Calendar issued monthly. All

content must undergo a compliance review by the NHFC Communications team prior to publication,

with a turnaround of no more than 48 hours. The service provider must demonstrate capacity for rapid-

response content (within 24 hours) in the event of a reputational crisis or media inquiry.

5.3 Digital Media Optimisation

Revamp and manage the NHFC’s digital touchpoints, including Facebook, X (Twitter), LinkedIn, TikTok

and dedicated programme microsites.

The revamp must include a full digital audit delivered within the first 10 days. Website accessibility

(WCAG 2.1 compliance) and compatibility with social media platforms, and mobile responsiveness are

mandatory. The service provider must propose a social media governance framework including

escalation protocols, community management procedures, and a crisis communications playbook

specific to digital channels.

5.4 Broadcast & Print Campaigns

Secure regular media placements, television/radio interviews, call-ins; adverts, newsfeeds, squeeze

backs and press releases, podcasts detailing key milestones such as public-private partnerships.

Media placements must prioritise outlets with demonstrable reach in the affordable housing sector’s

target demographic (LSM 4–8). The service provider must maintain a verified media contact database

and submit placement reports monthly. All executive media engagements must be preceded by media

training refreshers, the cost of which should be included in the proposal.

5.5 Stakeholder Campaigning

Create specialised campaigns targeting property developers, contractors, accredited housing

companies, and low-to-middle-income home buyers.

Campaigns must include a dedicated Parliamentary Stakeholder Communication stream, to ensure that

Portfolio Committee members and key oversight officials receive a consistent, evidence-based account

of the NHFC’s turnaround. The service provider must propose at least one live stakeholder engagement

event (in-person or hybrid) per quarter, supported by pre- and post-event communication amplification.

5.6 NHFC 30th Anniversary Communications Support

Support the NHFC Communications Team on communication activities pertaining to this Mega Project.

The 30th Anniversary presents a flagship reputation-reset opportunity. The service provider must

develop a dedicated 30th Anniversary Communications Sub-Plan within the first 30 days, including a

proposed theme, visual identity guidance (subject to NHFC brand standards), timeline of activations,

and media outreach strategy. The sub-plan must integrate legacy storytelling with forward-looking

strategic messaging.

5.7 Skills Transfer to NHFC Staff

Develop and implement a skills transfer programme to NHFC staff in the communications and marketing

functions.

The skills transfer programme must be formalised as a structured 6-module curriculum, covering:

strategic communications planning; social media management; digital marketing; media relations; crisis

communications; stakeholder engagement; and content production. Each module must include a

practical assessment. A Competency Baseline Assessment must be conducted in month 1, and a

Competency Progress Report submitted in month 5. The service provider must ensure that the NHFC

team is demonstrably more self-sufficient at contract conclusion than at commencement. The

submission of a detailed close-out report is mandatory.

5.8 Reputation Risk Early Warning System

The service provider must establish and operate a media monitoring and social listening function with

weekly reporting to the CEO’s office and monthly reporting to the ISEC. This function must flag emerging

reputational risks, track sentiment trends, and enable pre-emptive communications responses. A

standardised Monthly Reputation Dashboard — covering earned media, digital sentiment, share of

voice, and stakeholder feedback — must be delivered by the 5th working day of each month.

6. Expected deliverables & timelines

The assignment is expected to span a period of six (6) months from the contract signing date. The

following deliverable schedule applies:

Deliverable Description Timeline

Inception Report & Comprehensive multi-media visibility Within 10 days of

Strategy strategy, stakeholder mapping, baseline appointment

reputation audit, and implementation

plan.

Digital Audit Report [ISEC INSERTION] Full audit of NHFC Within 10 days of

digital platforms (website, social media, appointment

microsites) including accessibility

assessment and optimisation roadmap.

Content Repository A library of media kits, press templates, Within 30 days of

promotional videos, case studies, and appointment

30th Anniversary Sub-Plan.

Monthly Reputation [ISEC INSERTION] Standardised 5th working day of

Dashboard dashboard covering earned media, digital each month

sentiment, share of voice, and flagged

reputational risks. Delivered monthly.

Skills Transfer [ISEC INSERTION] Baseline End of Month 1

Competency Baseline assessment of NHFC internal team

competencies across all 6 skills transfer

modules.

Mid-Term Impact Report Analysis of media reach, digital End of Month 3

engagement metrics, brand sentiment,

and revised strategy adjustments for

months 4–6.

Skills Transfer Progress [ISEC INSERTION] Competency End of Month 5

Report progress report against month 1 baseline,

with module-by-module assessment

results.

Final Close-Out Comprehensive final report detailing End of Month 6

Evaluation overall visibility growth against baseline,

KPI achievement, lessons learned, and a

sustainability plan for the NHFC internal

team.

Communications Sustainability Plan

The final deliverable must include a Communications Sustainability Plan: a documented framework,

content schedule, and operating guide that enables the NHFC’s internal team to maintain

momentum independently for at least 12 months post-contract. This is a condition of final payment.

7. Required qualifications & experience

7.1 Core Requirements

• Track Record: Proven history of executing high-impact public relations or brand-building

campaigns for SOEs or corporate entities.

• Partnerships: Demonstrated track record of establishing and managing strategic

partnerships. Submit a minimum of five (5) high-level partnership examples with proof of

work and reference letters.

• Lead Team Qualifications: The service provider must submit lead team qualifications and

CVs demonstrating combined competency across: strategy, content production,

digital/social media, and stakeholder/media relations.

• Expertise: Minimum of 5 to 10 years’ experience as a business or communications

strategist, preferably within the South African financial, property, or public sector.

• Technical Skills: Advanced proficiency in emerging digital tools, graphic design,

multimedia production, media strategies and analytics; and digital analytics.

• Sector Knowledge: Deep understanding of the South African human settlements

landscape, housing finance, and public sector reporting mechanisms.

• Crisis Communications Experience: The service provider must demonstrate at least two

prior engagements in which they managed a client’s reputational recovery from a publicly

documented crisis. Submit case studies.

• Government Stakeholder Communications: The proposal must include at least two

examples of communications work directed at parliamentary or government oversight

audiences, demonstrating the ability to translate technical performance data into accessible

public narratives.

• B-BBEE Compliance: Service providers are encouraged to demonstrate meaningful B-

BBEE compliance, with preference for entities that are at least Level 2 compliant. Sub-

contracting arrangements must be clearly disclosed and must not dilute B-BBEE

credentials.

• Professional Indemnity Insurance: The service provider must hold current professional

indemnity insurance of not less than R2 million per claim and submit proof thereof with the

proposal.

8. Governance & compliance

• Reporting: The service provider will report directly to the NHFC Chief Executive Officer on

operational matters.

• Board Oversight: The Impact, Social and Ethics Committee (ISEC) of the NHFC Board

will receive quarterly progress reports and has oversight responsibility for reputation

management outcomes.

• Confidentiality: All data, campaign products, and strategic materials generated during this

project remain the sole property of the NHFC.

• SCM Compliance: Evaluation will strictly adhere to the NHFC Supply Chain Management

Policy, utilising the standard 80/20 preference point system for Price and B-BBEE

compliance.

• Ethical Standards: The service provider and all subcontractors must adhere to the PRISA

(Public Relations Institute of Southern Africa) Code of Ethics and, where applicable, the

SABRE (South African Business and Reputation Ethics) framework. Any breach must be

disclosed to the NHFC ISEC immediately.

• Conflict of Interest Declaration: The service provider must submit a signed Conflict of

Interest Declaration at appointment and immediately upon any material change in

circumstances during the contract period.

• No Media Ownership Conflicts: The service provider must disclose any ownership or

financial interests in media entities in which NHFC placements will be sought, to enable the

NHFC to assess independence and objectivity.

• Data Protection: All personal data processed in the course of this contract must comply

with the Protection of Personal Information Act (POPIA). The service provider must submit

a POPIA Compliance Statement.

• Performance Review Meetings: Formal performance review meetings between the

service provider, the CEO, and a representative of ISEC will be held at the end of months

1, 3, and 5. Sub-threshold performance at any review triggers a formal remediation plan

within 5 working days.

9. KEY PERFORMANCE INDICATORS (KPIs)

These performance indicators will be monitored on a monthly and quarterly basis throughout the 6-

month contract period.

9.1 Earned Media & PR (Broadcast & Print)

• Advertising Value Equivalency (AVE): Minimum of R2,000,000 in positive media coverage

earned per quarter.

• Press Releases: Minimum of 1 national press release distributed and picked up by major

financial/news publications every month.

• Media Placements: Secure at least 2 high-profile broadcast interviews (TV or radio) per

quarter for NHFC executives.

9.2 Digital and Social Media Channels

• Audience Growth: 40% year-on-year increase in followers across LinkedIn, Facebook,

TikTok, and X (Twitter).

• Engagement Rates: Average monthly engagement rate of at least 5% on educational

content.

• Traffic Referral: 25% increase in traffic to the NHFC web portal through targeted digital

campaigns.

9.3 Content & Asset Production

• Monthly Delivery: Minimum of 2 written project case studies/success stories and 1

professionally edited short video showcase (60–90 seconds) per month.

• Campaign Kit: Deliver 1 comprehensive digital media toolkit per key corporate event or

policy announcement.

• Sentiment Tracking: Track overall media sentiment (positive/neutral/negative ratio)

monthly, with a target of achieving a predominantly positive (60%+) sentiment ratio by

month 4.

• Parliamentary Mentions: Track favourable references to the NHFC in parliamentary

proceedings (Portfolio Committee Hansard), with a target of at least 2 positive references

per quarter.

• Stakeholder Net Promoter Score (NPS): Administer a short digital stakeholder perception

survey at month 1 (baseline) and month 6 (close-out), targeting a minimum 15-point

improvement in NPS.

• Skills Transfer Completion Rate: Minimum 80% of targeted NHFC staff must complete all

6 skills transfer modules by month 5.

• Brand Consistency Audit: Internal audit of NHFC communications materials for brand

compliance to be conducted at month 3 and month 6, with a target compliance score of

90%+.

(5 pts) + 5+ years experience

(10 pts)

Methodology & Strategic Approach Paper: Alignment with 10 points

and digital

Work Plan & Timelines: Detailed 10 points

project plan with risk

management

Non submission 0 points

Crisis Communications & Submission of at least 2 1 submission= 5

1. Introduction

The National Housing Finance Corporation (NHFC) invites proposals from suitably qualified and

experienced External Communications Service Providers to develop and implement a comprehensive,

integrated multi-media communications and reputation management strategy. The primary goal is to

significantly increase the visibility of the NHFC’s mandate, funding instruments, and delivery impact within

the South African affordable housing sector.

7.1 Core Requirements

• Track Record: Proven history of executing high-impact public relations or brand-building

campaigns for SOEs or corporate entities.

• Partnerships: Demonstrated track record of establishing and managing strategic

partnerships. Submit a minimum of five (5) high-level partnership examples with proof of

work and reference letters.

• Lead Team Qualifications: The service provider must submit lead team qualifications and

CVs demonstrating combined competency across: strategy, content production,

digital/social media, and stakeholder/media relations.

• Expertise: Minimum of 5 to 10 years’ experience as a business or communications

strategist, preferably within the South African financial, property, or public sector.

• Technical Skills: Advanced proficiency in emerging digital tools, graphic design,

multimedia production, media strategies and analytics; and digital analytics.

• Sector Knowledge: Deep understanding of the South African human settlements

landscape, housing finance, and public sector reporting mechanisms.

• Crisis Communications Experience: The service provider must demonstrate at least two

prior engagements in which they managed a client’s reputational recovery from a publicly

documented crisis. Submit case studies.

• Government Stakeholder Communications: The proposal must include at least two

examples of communications work directed at parliamentary or government oversight

audiences, demonstrating the ability to translate technical performance data into accessible

public narratives.

• B-BBEE Compliance: Service providers are encouraged to demonstrate meaningful B-

BBEE compliance, with preference for entities that are at least Level 2 compliant. Sub-

contracting arrangements must be clearly disclosed and must not dilute B-BBEE

credentials.

• Professional Indemnity Insurance: The service provider must hold current professional

indemnity insurance of not less than R2 million per claim and submit proof thereof with the

proposal.

a) Company Registration Documents

b) Copies of Directors’ ID documents;

c) Valid BBBEE Certificate from a SANAS accredited rating agency

(Original or Certified) or affidavit signed by the Commissioner of Oath

d) Valid Tax Clearance Certificate (must be valid on closing date of

submission of the proposal) and SARS Issued Pin

e) CSD report / CSD reference number

f) Company Profile

h) Pricing Schedule Mandatory

i) SBD1: Invitation to bid

j) SBD 4: Bidders disclosure

k) SBD 6: Preference Point Claim Form in Terms of Preferential Procurement Regulations

2022

l) Initialised General Conditions of Contract (GCC)

NB: if the bidder failed to comply with any of the Administrative Compliance Requirements, or if the NHFC is unable to verify

whether the Administrative Compliance Requirements are met, then the NHFC reserves the right to:

• Accept the bid for evaluation on condition that the bidder submits within 7 working days any supplementary

information to achieve full compliance with Administrative Compliance Requirements.

• All forms, annexures and addendums shall be signed and completed and returned with the Bid Document as a

whole. The lowest or any Bid will not necessarily be accepted.

Phase 2 – FUNCTIONALITY EVALUATION CRITERIA

Proposals will be evaluated out of 100 points for technical functionality. Service providers must score

a minimum of 70 points to proceed to the final Price and Preference Points evaluation stage.

Company Track Record & 5+ reference letters (SOEs, 30 points

Experience financial or property sector)

3–4 relevant reference letters 25 points

(SOEs, financial or property

sector)

1–2 relevant reference letters 15 points

(SOEs, financial or property

sector)

No relevant experience 0 points

submitted

Qualifications & Experience of Lead Strategist: Degree in 15 points

(5 pts) + 7+ years corporate

comms experience (10 pts)

Multimedia/Digital Creator: 15 points

Service providers must submit a fixed-cost proposal matching the format below. All prices must be

inclusive of Value Added Tax (VAT).

Recommended that at least 40% of the total contract value be structured as deliverable-linked

milestone payments (not time-based retainer payments) to incentivise quality output and on-time

delivery.

Milestone Triggering Deliverable

Month 1 — Mobilisation Inception Report, Stakeholder Map, Digital Audit, Baseline

Reputation Audit

Month 2–3 — Execution Content Repository, Monthly Reports (x2), Mid-Term Impact

Tranche 1 Report

Month 4–5 — Execution Monthly Reports (x2), Stakeholder Event, Skills Transfer

Tranche 2 Progress Report

Month 6 — Close-Out Final Evaluation Report, Communications Sustainability Plan,

consolidated social media report NPS Survey

NO Description Price (excl VAT)

1 Month 1 — Mobilisation

Inception Report, Stakeholder Map, Digital Audit, Baseline Reputation Audit

2 Month 2–3 — Execution Tranche 1

Content Repository, Monthly Reports (x2), Mid-Term Impact Report

3 Month 4–5 — Execution Tranche 2

Monthly Reports (x2), Stakeholder Event, Skills Transfer Progress Report

4 Month 6 — Close-Out

Final Evaluation Report, Communications Sustainability Plan, consolidated

social media report NPS Survey

5 Monthly retainer fee

Subtotal

VAT @ 15%

Grand total

Annexure 1 Tax Compliance Status Pin

Annexure 2 Copies of Company Registration Documents

Annexure 3 Copy of Valid B-BBEE certificate or Sworn Affidavit.

Annexure 4 Current Central Supplier Database Report Copy

Annexure 5 SBD 1: Invitation to Bid

Annexure 6 Pricing Schedule

Annexure 7 SBD 4: Bidder’s Disclosure

Annexure 8 SBD 6.1: Preference Point Claim Form in Terms of Preferential

Procurement Regulations 2022

Annexure 9 Identity Document of Directors

Annexure 10 Signed or Initialised General Conditions of Contract (GCC)

Section 1

Sbd 1 invitation to bid

• Data Protection: All personal data processed in the course of this contract must comply

with the Protection of Personal Information Act (POPIA). The service provider must submit

a POPIA Compliance Statement.

• Performance Review Meetings: Formal performance review meetings between the

service provider, the CEO, and a representative of ISEC will be held at the end of months

1, 3, and 5. Sub-threshold performance at any review triggers a formal remediation plan

within 5 working days.

9. KEY PERFORMANCE INDICATORS (KPIs)

These performance indicators will be monitored on a monthly and quarterly basis throughout the 6-

month contract period.

9.1 Earned Media & PR (Broadcast & Print)

• Advertising Value Equivalency (AVE): Minimum of R2,000,000 in positive media coverage

earned per quarter.

• Press Releases: Minimum of 1 national press release distributed and picked up by major

financial/news publications every month.

• Media Placements: Secure at least 2 high-profile broadcast interviews (TV or radio) per

quarter for NHFC executives.

9.2 Digital and Social Media Channels

• Audience Growth: 40% year-on-year increase in followers across LinkedIn, Facebook,

TikTok, and X (Twitter).

• Engagement Rates: Average monthly engagement rate of at least 5% on educational

content.

• Traffic Referral: 25% increase in traffic to the NHFC web portal through targeted digital

campaigns.

9.3 Content & Asset Production

• Monthly Delivery: Minimum of 2 written project case studies/success stories and 1

professionally edited short video showcase (60–90 seconds) per month.

• Campaign Kit: Deliver 1 comprehensive digital media toolkit per key corporate event or

policy announcement.

• Sentiment Tracking: Track overall media sentiment (positive/neutral/negative ratio)

monthly, with a target of achieving a predominantly positive (60%+) sentiment ratio by

month 4.

• Parliamentary Mentions: Track favourable references to the NHFC in parliamentary

proceedings (Portfolio Committee Hansard), with a target of at least 2 positive references

per quarter.

• Stakeholder Net Promoter Score (NPS): Administer a short digital stakeholder perception

survey at month 1 (baseline) and month 6 (close-out), targeting a minimum 15-point

improvement in NPS.

• Skills Transfer Completion Rate: Minimum 80% of targeted NHFC staff must complete all

6 skills transfer modules by month 5.

• Brand Consistency Audit: Internal audit of NHFC communications materials for brand

compliance to be conducted at month 3 and month 6, with a target compliance score of

90%+.

Returnable documents

Section 4

Evaluation criteria

Evaluation of bids received will be conducted in three (03) phases as follows:

Phase 1 – Administrative Compliance Requirements

This stage checks and validates the bidders’ compliance to the legal requirements to conduct business in South Africa, as

well as to the industry requirement for the supply of goods and services. All SBDs must be submitted (signed) noting where

it is not applicable. If any specific SBD is not submitted, documentary proof, clearly stating the reason must be attached.

1 South African citizen who had no

• Company Registration Certification (CIPC) 7

franchise in national elections prior to

• Certified identification documentation of

the introduction of the Constitution of company director/s

the Republic of South Africa, 1983 (Act

• CSD report/ CSD registration number

) or the Constitution of the (MAAA number)

Republic of South Africa, 1996.

(Minimum >50% ownership or more)

2 Woman Ownership >50%

• Company Registration Certification (CIPC) 8
• Certified identification documentation of

company director/s

• CSD report/ CSD registration number

(MAAA number)

3 Disabled Ownership >50%

• Company Registration Certification (CIPC) 1
• Certified identification documentation of

company director/s

• CSD report/ CSD registration number

(MAAA number)

• Certified medical certificate from a

registered medical practitioner

4 Military veteran Ownership >50%

• Company Registration Certification (CIPC) 1
• Certified identification documentation of

company director/s

• CSD report/ CSD registration number

(MAAA number)

• A verifiable letter from an authorised

body/entity certifying the military status of

the claimant (bidder).

5 Youth Ownership >50%

• Company Registration Certification (CIPC) 3
• Certified identification documentation of

company director/s

• CSD report/ CSD registration number

(MAAA number)

• CSD report / CSD registration number

(MAAA number).

Pricing schedule

Valid Tax Clearance Certificate (must be valid on closing date of

Tax Compliance Status Pin

Tax compliance status

Tax compliance requirements

Tax compliance status (tcs) pin may be made via e-filing through the SARS website

Tcs pin is available but the bidder is registered on the central supplier database (csd), a

Csd number

Csd number must be provided

CSD report / CSD reference number

CSD report/ CSD registration number

CSD report / CSD registration number

Central Supplier Database Report Copy

Central supplier database (csd), a

Central supplier database

Central Supplier Database (CSD) which has been

2. Prequalification / eligibility criteria

2.1 Only those Bidders who satisfy the following pre-qualification or eligibility criteria are eligible to

Bidder/s are warned that a response will be liable for disqualification should any attempt be made either

will result in a Bidder’s disqualification. Bidders are therefore urged to ensure that all these Documents

a) Company Registration Documents

d) Valid Tax Clearance Certificate (must be valid on closing date of

e) CSD report / CSD reference number

h) Pricing Schedule Mandatory

j) SBD 4: Bidders disclosure

2. Tax compliance requirements

2.3 Application for tax compliance status (tcs) pin may be made via e-filing through the SARS website

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.

VAT registration

B-BBEE Minimum Level: 2

Points Allocation: 30 points

B-BBEE Details: REQUEST FOR QUOTATION (RFQ)

Req_nhfc010370

Request for quotation (RFQ) for:

External communications and reputation management

Service provider

RFQ documents check list:

The contents of the RFQ document must be numbered as per the numbering below, converted to a pdf file and submitted

via email before the closing date. Please complete the checklist below to verify your submission of the relevant documents:

Schedules Description Submitted – Indicate

YES or NO

Annexure 1 Tax Compliance Status Pin

Annexure 2 Copies of Company Registration Documents

Annexure 3 Copy of Valid B-BBEE certificate or Sworn Affidavit.

Annexure 4 Current Central Supplier Database Report Copy

Annexure 5 SBD 1: Invitation to Bid

Annexure 6 Pricing Schedule

Annexure 7 SBD 4: Bidder’s Disclosure

Annexure 8 SBD 6.1: Preference Point Claim Form in Terms of Preferential

Procurement Regulations 2022

Annexure 9 Identity Document of Directors

Annexure 10 Signed or Initialised General Conditions of Contract (GCC)

Section 1

Sbd 1 invitation to bid

You are hereby invited to bid for requirements of the NHFC soc ltd.

Closing

BID NUMBER: REQ_NHFC010370 CLOSING DATE: 29 July 2026 11:00AM TIME:

Description external communications and reputation management

Service provider

Bid response documents may be emailed to:

[email protected]

Bidding procedure enquiries may be technical enquiries may be directed to:

Directed to

CONTACT PERSON Ms Kamogelo Dagane CONTACT PERSON

Telephone

Number telephone number

Facsimile number n/a facsimile number

E-MAIL ADDRESS [email protected] E-MAIL ADDRESS

Supplier information

Name of bidder

Postal address

Street address

Telephone

Number code number

Cellphone

Number

Facsimile number code number

E-mail address

VAT

OR STATUS SYSTEM PIN: DATABASE No: MAAA B-BBEE STATUS [TICK APPLICABLE BOX] B-BBEE STATUS LEVEL SWORN [TICK APPLICABLE LEVEL AFFIDAVIT BOX] [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]

• The NHFC undertakes to pay out within 30 days from issuance of substantiated

invoices issued in terms of this appointment (Payment schedule as defined in the

service level agreement). No payment will be made on outstanding information not

submitted by the service provider. Service provider must maintain an updated tax

compliant status for the during of the contract.

• The cost of compiling a Proposal is and remains the prospective service provider’s

own cost and will not be paid for by NHFC.

• The successful bidder (s) will be required to sign a Service Level Agreement (SLA), in

terms of which the service provider’s performance will be measured and managed.

• NHFC has zero tolerance for reputational harm. The bidder hereby gives consent to

the NHFC to conduct background checks on the bidding entity and any of its directors

/ partners / trustees / shareholders /members/employees. The NHFC reserves the

right to consider the information arising from such background check as part of the

tender evaluation process.

• The NHFC reserves the right to reject submitted proposal(s) if it discovers that the

bidder (or its directors/members) has any serious adverse reports, whether confirmed

by a court or not, such as:

• Being cited as aiding and abetting state capture,

• Involvement in fraud and / or corrupt activities;

• Misrepresenting audit outcomes of an organisation;

• Listed on the National Treasury restricted database;

• Being under investigation or facing allegations that may result in criminal

charges; or

• Any report as a result of which the NHFC may suffer reputational harm in

any way by doing business with the bidder.

9 national treasury’s central supplier database

Bidders are required to self-register on National Treasury’s Central Supplier Database (CSD) which has been

established to centrally administer supplier information for all organs of state and facilitate the verification of

certain key supplier information. NHFC is required to ensure that price quotations are invited and accepted from

prospective bidders listed on the CSD. Business may not be awarded to a bidder who has failed to register on the

• FY 2024/25: NHFC achieved 54% of APP targets, well below the 80% shareholder threshold,

causing reputational damage.

• Q2 FY 2025/26: Performance dipped to 65%, down from 74% in Q1.

• Q3 and Q4 FY 2025/26: The entity recovered to 74% in both quarters.

• Full-year FY 2025/26: Overall performance reached 75% — still below the 80% threshold but a

significant improvement from the prior year.

• Core business KPI achievement: targets (85%), confirming operational mandate

delivery is on track.

The data above reveals a critical asymmetry: NHFC’s operational performance is recovering

meaningfully, yet its public and stakeholder perception remains largely anchored to historical negative

narratives. This gap — between actual performance and perceived performance — constitutes the

primary communications challenge the appointed service provider must resolve. The brief is therefore

not merely promotional; it is reputationally corrective and stakeholder transformative.

2.3 Current Phase: Stabilisation

The NHFC has transitioned from a “Rescue Phase” to a “Stabilisation Phase.” The Board requires that

stakeholders — including the Portfolio Committee, shareholder Ministry, financial partners, developers,

and the public — be kept continuously informed of this trajectory. Short-term wins have not been

effectively communicated, and this gap must be urgently addressed.

infographics, fact sheets and analytical thought-leadership pieces.

content must undergo a compliance review by the NHFC Communications team prior to publication,

with a turnaround of no more than 48 hours. The service provider must demonstrate capacity for rapid-

response content (within 24 hours) in the event of a reputational crisis or media inquiry.

5.3 Digital Media Optimisation

Revamp and manage the NHFC’s digital touchpoints, including Facebook, X (Twitter), LinkedIn, TikTok

and dedicated programme microsites.

The revamp must include a full digital audit delivered within the first 10 days. Website accessibility

(WCAG 2.1 compliance) and compatibility with social media platforms, and mobile responsiveness are

mandatory. The service provider must propose a social media governance framework including

escalation protocols, community management procedures, and a crisis communications playbook

specific to digital channels.

5.4 Broadcast & Print Campaigns

Secure regular media placements, television/radio interviews, call-ins; adverts, newsfeeds, squeeze

backs and press releases, podcasts detailing key milestones such as public-private partnerships.

Media placements must prioritise outlets with demonstrable reach in the affordable housing sector’s

target demographic (LSM 4–8). The service provider must maintain a verified media contact database

and submit placement reports monthly. All executive media engagements must be preceded by media

training refreshers, the cost of which should be included in the proposal.

5.5 Stakeholder Campaigning

I, the undersigned, (name)... ................................................................................................ in submitting the accompanying

bid, do hereby make the following statements that I certify to be true and complete in every respect:

3.1 I have read and I understand the contents of this disclosure;

3.2 I understand that the accompanying bid will be disqualified if this disclosure is found not to be true and complete

in every respect;

3.3 The bidder has arrived at the accompanying bid independently from, and without consultation, communication,

agreement or arrangement with any competitor. However, communication between partners in a joint venture or

consortium2 will not be construed as collusive bidding.

3.4 In addition, there have been no consultations, communications, agreements or arrangements with any competitor

regarding the quality, quantity, specifications, prices, including methods, factors or formulas used to calculate

prices, market allocation, the intention or decision to submit or not to submit the bid, bidding with the intention not

to win the bid and conditions or delivery particulars of the products or services to which this bid invitation relates.

3.5 There have been no consultations, communications, agreements or arrangements made by the bidder with any

official of the procuring institution in relation to this procurement process prior to and during the bidding process

except to provide clarification on the bid submitted where so required by the institution; and the bidder was not

involved in the drafting of the specifications or terms of reference for this bid.

3.6 I am aware that, in addition and without prejudice to any other remedy provided to combat any restrictive practices

related to bids and contracts, bids that are suspicious will be reported to the Competition Commission for

investigation and possible imposition of administrative penalties in terms of section 59 of the Competition Act No

and or may be reported to the National Prosecuting Authority (NPA) for criminal investigation and or

may be restricted from conducting business with the public sector for a period not exceeding ten (10) years in

terms of the Prevention and Combating of Corrupt Activities Act No or any other applicable legislation.

I CERTIFY THAT THE INFORMATION FURNISHED IN PARAGRAPHS 1, 2 and 3 ABOVE IS CORRECT. I ACCEPT

That the state may reject the bid or act against me in terms of paragraph 6 of PFMA SCM

Instruction /22 on preventing and combating abuse in the supply chain management

Without prejudice to any other rights of NHFC under these conditions, the Supplier warrants that the items

are in accordance with NHFC’s requirements, and fit for the purpose for which they are intended, and will

remain free from defects for a period of one year (unless another period is stated in the Order) from

acceptance of the items by NHFC.

The Supplier indemnifies NHFC against all actions, suits, claims, demands, costs, charges and expenses

arising in connection therewith arising from the negligence, infringement of intellectual or legal rights or

breach of statutory duty of the Supplier, his subcontractors, agents or servants, or from the Supplier’s

defective design, materials or workmanship.

The Supplier indemnifies NHFC against claims, proceedings, compensation and costs payable arising out

of infringement by the Supplier of the rights of others, except an infringement which arose out of the use by

the Supplier of things provided by NHFC.

Assignment and sub-contracting

The Supplier may not assign or subcontract any part of this order/contract without the written consent of NHFC.

NHFC may terminate the order/contract at any time (without prejudice to any right of action or remedy

which has accrued or thereafter accrues to NHFC):

If the Supplier defaults in due performance of the order/contract, or if the Supplier becomes bankrupt or

otherwise is, in the opinion of NHFC, in such financial circumstances as to prejudice the proper performance

of the order/contract, or for any other reason in which case the Supplier will be compensated for all costs

incurred.

Governing law

The order/contract is governed by the law of the Republic of South Africa and the parties hereby submit to

the non- exclusive jurisdiction of the South African courts.

Section 6

Sbd 4

• Reporting: The service provider will report directly to the NHFC Chief Executive Officer on

operational matters.

• Board Oversight: The Impact, Social and Ethics Committee (ISEC) of the NHFC Board

will receive quarterly progress reports and has oversight responsibility for reputation

management outcomes.

• Confidentiality: All data, campaign products, and strategic materials generated during this

project remain the sole property of the NHFC.

• SCM Compliance: Evaluation will strictly adhere to the NHFC Supply Chain Management

Policy, utilising the standard 80/20 preference point system for Price and B-BBEE

compliance.

• Ethical Standards: The service provider and all subcontractors must adhere to the PRISA

(Public Relations Institute of Southern Africa) Code of Ethics and, where applicable, the

SABRE (South African Business and Reputation Ethics) framework. Any breach must be

disclosed to the NHFC ISEC immediately.

• Conflict of Interest Declaration: The service provider must submit a signed Conflict of

Bidders are to note that the Local Content commitments made by the successful Bidder(s) will be

incorporated as a term of the contract and monitored for compliance. Should the successful Bidder fail to

meet its Local obligations, non-compliance penalties shall be applicable. Breach of Local Content

obligations also provide NHFC cause to terminate the contract in certain cases where material non-

compliance with Local Content requirements are not achieved.

arising in connection therewith arising from the negligence, infringement of intellectual or legal rights or

breach of statutory duty of the Supplier, his subcontractors, agents or servants, or from the Supplier’s

defective design, materials or workmanship.

Termination

NHFC may terminate the order/contract at any time (without prejudice to any right of action or remedy

which has accrued or thereafter accrues to NHFC):

directly or indirectly to canvass any SCM Officer(s) or NHFC employee in respect of this RFQ between the closing date and the date of the award of the business.

SOUTH AFRICA FOR Yes No /SERVICES [IF YES, ANSWER THE THE GOODS /WORKS OFFERED? QUESTIONNAIRE BELOW] /SERVICES /WORKS [IF YES ENCLOSE PROOF] OFFERED? 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? DOES THE ENTITY HAVE ANY SOURCE OF INCOME IN THE RSA? 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.

Evaluation of bids received will be conducted in three (03) phases as follows:

Phase 1 – Administrative Compliance Requirements

This stage checks and validates the bidders’ compliance to the legal requirements to conduct business in South Africa, as

well as to the industry requirement for the supply of goods and services. All SBDs must be submitted (signed) noting where

it is not applicable. If any specific SBD is not submitted, documentary proof, clearly stating the reason must be attached.

No. Description of requirement

a) Company Registration Documents

b) Copies of Directors’ ID documents;

c) Valid BBBEE Certificate from a SANAS accredited rating agency

(Original or Certified) or affidavit signed by the Commissioner of Oath

d) Valid Tax Clearance Certificate (must be valid on closing date of

submission of the proposal) and SARS Issued Pin

e) CSD report / CSD reference number

f) Company Profile

h) Pricing Schedule Mandatory

i) SBD1: Invitation to bid

j) SBD 4: Bidders disclosure

k) SBD 6: Preference Point Claim Form in Terms of Preferential Procurement Regulations

2022

l) Initialised General Conditions of Contract (GCC)

NB: if the bidder failed to comply with any of the Administrative Compliance Requirements, or if the NHFC is unable to verify

whether the Administrative Compliance Requirements are met, then the NHFC reserves the right to:

• Accept the bid for evaluation on condition that the bidder submits within 7 working days any supplementary

information to achieve full compliance with Administrative Compliance Requirements.

• All forms, annexures and addendums shall be signed and completed and returned with the Bid Document as a

whole. The lowest or any Bid will not necessarily be accepted.

Phase 2 – FUNCTIONALITY EVALUATION CRITERIA

Proposals will be evaluated out of 100 points for technical functionality. Service providers must score

a minimum of 70 points to proceed to the final Price and Preference Points evaluation stage.

Evaluation Criterion Sub-Criteria Points

Company Track Record & 5+ reference letters (SOEs, 30 points

Experience financial or property sector)

3–4 relevant reference letters 25 points

(SOEs, financial or property

sector)

1–2 relevant reference letters 15 points

(SOEs, financial or property

sector)

No relevant experience 0 points

submitted

Qualifications & Experience of Lead Strategist: Degree in 15 points

Key Personnel Communications/Journalism/PR

(5 pts) + 7+ years corporate

comms experience (10 pts)

Multimedia/Digital Creator: 15 points

Degree/Diploma in Graphic

Design/Media/Digital Marketing

(5 pts) + 5+ years experience

(10 pts)

Methodology & Strategic Approach Paper: Alignment with 10 points

Approach NHFC mandate and target

demographics

Media Channels & Tools: 10 points

Integration of broadcast, print,

and digital

Work Plan & Timelines: Detailed 10 points

project plan with risk

management

Non submission 0 points

Crisis Communications & Submission of at least 2 1 submission= 5

Reputation Recovery Plan documented crisis points

communications case studies

demonstrating measurable 2 submissions=

reputation recovery. 10 points

No submission=

0 points

TOTAL TECHNICAL SCORE 100 points

Phase 3 - Price and Preference Evaluation

As the bid price is estimated to be below R50 million, the bid responses will be evaluated on the 80/20-point

system. As per the table below, price is evaluated over 80 points and preference points over 20:

1 Price 80 points

2 Specific Goals 20 points

Specific Goal Proof Points

Allocation

1 South African citizen who had no

• Company Registration Certification (CIPC) 7

franchise in national elections prior to

• Certified identification documentation of

the introduction of the Constitution of company director/s

the Republic of South Africa, 1983 (Act

• CSD report/ CSD registration number

) or the Constitution of the (MAAA number)

Republic of South Africa, 1996.

(Minimum >50% ownership or more)

2 Woman Ownership >50%

• Company Registration Certification (CIPC) 8
• Certified identification documentation of

company director/s

• CSD report/ CSD registration number

(MAAA number)

3 Disabled Ownership >50%

• Company Registration Certification (CIPC) 1
• Certified identification documentation of

company director/s

• CSD report/ CSD registration number

(MAAA number)

• Certified medical certificate from a

registered medical practitioner

4 Military veteran Ownership >50%

• Company Registration Certification (CIPC) 1
• Certified identification documentation of

company director/s

• CSD report/ CSD registration number

(MAAA number)

• A verifiable letter from an authorised

body/entity certifying the military status of

the claimant (bidder).

5 Youth Ownership >50%

• Company Registration Certification (CIPC) 3
• Certified identification documentation of

company director/s

• CSD report/ CSD registration number

(MAAA number)

• CSD report / CSD registration number

(MAAA number).

Pt−Pmin

Ps= 80(1− )

Pmin

Where

Ps = Points scored for price of tender under consideration

Pt = Price of tender under consideration

Pmin = Price of lowest acceptable tender

3.2. Formulae for disposal or leasing of state assets and income generating procurement

3.2.1. Points awarded for price

A maximum of 80 points is allocated for price on the following basis:

80/10

Pt−Pmax

Ps= 80(1+ )

Pmax

Where

Ps = Points scored for price of tender under consideration

Pt = Price of tender under consideration

Pmax = Price of highest acceptable tender