Frequently Asked Questions — Investment Consulting Services – NHBRC RFQ Tender in Gauteng

Question 1

What are the submission requirements for this tender (Ref: )?

Accepted Answer

Returnable Documents: No. Bidders shall take note of the following bid requirements and Yes/No documents to be submitted. Annexure A– Cost breakdown (including a detailed costing breakdown of all costs). The Cost breakdown must be duly signed by the bidder/ and or a duly authorized individual by way of resolution, (signature, not the bidder’s initials), which must be attached to the bid. If there is no signature on the Cost breakdown down the bidder will be disqualified (Mandatory), SBD 4 (Declaration of interest, make sure it is completed and signed) SBD 6.1 (Preference claim form should be completed and signed,, regardless if points are claimed or not) The organisation or team leaders must be registered to Financial Advisory, and Inter-Mediary Act of 2002 (Act 37. 0f 2002) NB: NHBRC will be using General Conditions of Contract (GCC) as issued by National Treasury and SLA for the management of the contract Note 1: Bidders that do not comply with all the mandatory requirements will be disqualified. Stage 2: Functionality in terms of the set technical evaluation criteria Bids must fully comply with all the Mandatory Requirements for Stage 1: Compliance check of Mandatory Requirements in order to qualify for Stage 2: Functional Evaluation and those bids that fail to comply with all the requirements of Stage 1 will be invalidated or disqualified from the process. Functionality Evaluation (Combination of Paper-Based and site inspection Criteria) = 80 points out of 100 points. The Bidders information will be scored according to the following points systems: The following values and formulae will be applicable when evaluating the bid 5=Excellent 4=Very good 3= Good 2= Average 1= Poor 0= Non-compliance Member score for criteria _________________________ X Weight per criteria = Total Score per criteria Highest points for criteria PART 1 Item Evaluation Description Weight (%) No Criteria, Team The Bidder MUST provide the team that will be 30 Investment involved in the NHBRC assignment (Please attach a Knowledge CV, Certified copy of qualification not older than six and months) Skills: Team Leader Must at least have one of the following

Question 2

How will bids be evaluated?

Accepted Answer

8 TECHNICAL AND PRICE EVALUATION CRITERIA 8.1 In accordance with the NHBRC Supply Chain Management Policy, the bid evaluation process shall be carried out in three (03) stages, namely 8.1.1 Stage 1: Compliance check of Mandatory Requirements; 8.1.2 Stage 2: Functional Evaluation Criteria 8.1.3 Stage 3: Price and Preference Points Evaluation SBD 6.1 (Preference claim form should be completed and signed, 3. regardless if points are claimed or not) Stage 2: Functionality in terms of the set technical evaluation criteria Bids must fully comply with all the Mandatory Requirements for Stage 1: Compliance check of Mandatory Requirements in order to qualify for Stage 2: Functional Evaluation and those bids that fail to comply with all the requirements of Stage 1 will be Functionality Evaluation (Combination of Paper-Based and site inspection Criteria) = 80 points out of 100 points. The Bidders information will be scored according to the following points systems Member score for criteria _________________________ X Weight per criteria = Total Score per criteria High Total Score per criteria Highest points for criteria Item Evaluation Description Weight (%) • No experience and qualification= 0 Points = 3 Points qualification = 5 Points The fee structure will be based on the basis points charge on the total portfolio Only bids that achieve minimum qualifying score 80 points or more for Stage 2 in terms of a (80/20) preference point system in terms of which points are awarded to

Question 3

What are the technical specifications?

Accepted Answer

1.1 ABOUT THE NHBRC 1.1.1 The National Home Builders Registration Council (NHBRC) is a regulator established in terms of section 2 of the Housing Consumers Protection Measures Act (“the Act”). Section 3 of the Act provides that the objects of the NHBRC are to: (a) represent the interests of housing consumers by providing warranty protection against defects in new homes; (b) regulate the home building industry; (c) provide protection to housing consumers in respect of the failure of home builders to comply with their obligations in terms of this Act; (d) establish and to promote ethical and technical standards in the home building industry; (e) improve structural quality in the interests of housing consumers and the home building industry; (f) promote housing consumer rights and to provide housing consumer information; (g) communicate with and to assist home builders to register in terms of this Act; (h) assist home builders, through training and inspection, to achieve and to maintain satisfactory technical standards of home building; (i) regulate insurers contemplated in section 23 (9) (a); and (j) in particular, achieve the stated objects of this section in the subsidy housing sector. 1.2 NHBRC OFFICES 1.2.1 The NHBRC is a medium sized organization with a staff compliment of approximately employees. The NHBRC’s Head Office is located in Sunninghill, Gauteng, with nine (09) Provincial Offices of varying size and 12 Satellite Offices which are located in the following areas: NHBRC OFFICE LOCATIONS # NHBRC OFFICE LOCATIONS 1 Head Office, (Sunninghill) 13 Eastern Cape (East London) - Satellite 2 Gauteng (Tshwane Office) 14 Western Cape (George) - Satellite 3 Kwa-Zulu Natal(Durban) – Provincial 15 North West (Klerksdorp) - Satellite 4 Western Cape (Cape Town) – Provincial 16 Limpopo (Tzaneen) - Satellite 5 Eastern Cape (Port Elizabeth) – Provincial 17 Limpopo (Modimolle ) - Satellite 6 North West (Rustenburg) – Provincial 18 Mpumalanga (Witbank) - Satellite 7 Limpopo (Polokwane) – Provincial 19 Free State (Bethlehem) – Satellite 8 Mpumalanga (Nelspruit) – Provincial 20 North West (Mafikeng) – Satellite 9 Free State (Bloemfontein) – Provincial 21 Limpopo (Thulamela) – Satellite 11 Kwa-Zulu Natal (Newcastle) - Satellite 22 Eric Molobi Innovation Hub (Soshanguve) 12 Kwa-Zulu Natal (Richards Bay) - Satellite The National Home Builders Registration Council is mandated by the Housing Consumers Protection Measures Act, 1998 (Act No. ) to regulate the homebuilding industry and protect housing consumers. The NHBRC ensures that it delivers on its mandate by delivering on its products and services, and the key performance indicators that are contained in the organizational scorecard. VISION To be the Champion of the Housing Consumers. MISSION To Protect the Housing Consumers and to Regulate the Homebuilding Environment. MOTTO Assuring Quality Homes. STRATEGY OF NHBRC The strategy of the NHBRC is based on the following pillars: • To ensure that housing consumers and home builders are educated on their rights and obligations. • To entrench a culture of compliance through fair and efficient enforcement mechanisms • To research and introduce innovative products, methods and technologies within the homebuilding industry. • To maintain a sustainable warranty fund. 3 SERVICES PROVIDED BY THE NHBRC AND OTHER SIMILAR ORGANISATIONS 3.1 At present, the NHBRC is offering the following as part of the warranty cover for new homes: 3.1.1 3-month workmanship; 3.1.2 1-year roof leakage; and 3.1.3 5-year structural warranty. 4 BUSINESS OVERVIEW 4.1 PURPOSE 4.1.1 To appoint a suitable Investment Asset Consultant with the appropriate expertise to provide consulting services to the NHBRC on the management of its Warranty Fund/ Investment. 5.1 The scope of work for this consulting service is divided into 2 parts, and is as follows: 5.1.1 PART 1: Investment strategy: • Review and maintenance of investment strategy based on the risk tolerance and return requirements of the NHBRC's warranty fund if requested; • Advice the fund and finance committee on the implementation of Housing Consumer Protection Act of 2024; • Conduct Asset Liability Modelling (ALM) modelling exercise if any changes in the Council's strategic scope, business objectives and risk appetite; • Use the ALM results and advise on the appropriate strategic asset allocation, benchmark selection, back-testing, implementation and asset manager mandate specifications; • Review the investment policy statement in line with changes suggested by the ALM or with the expansion to new asset classes in line with new Act; • Review the ALM policy for implementation; • Compile investment mandate annexures for inclusion in the portfolio management agreements between the Asset Managers and the NHBRC. 5.1.2 PART 2: Implementation of the approved investment strategy: • Facilitate and guide Council in the selection of appropriate asset managers in order to achieve the approved investment strategy resul…

Question 4

What compliance and legal requirements must bidders meet?

Accepted Answer

Item Evaluation Description Weight (%) No Criteria Bachelor’s degree in economics/finance/ Investment/Econometrics or related field Scoring for Team experience, qualification No experience and qualification= 0 Points 3 years of experience and qualification = 1 point 5 years of experience and qualification = 2 Points 5 to 10 years of experience and qualification = 3 Points 10 to 14 years of experience and qualification = 5 Points 15 years of experience and more and qualification = 5 Points Company The Bidder MUST have experience in consulting 10 experience in services on the management of its Warranty consulting services on the (insurance) Fund/ Investment Services and support. management of Company profile must clearly indicate the number of its Warranty (insurance) years in business providing consulting services on Fund/ the management of its Warranty (insurance) Fund/ Investment Investment and support. (Please attach a company profile that includes a list of projects that demonstrate relevant experience) Company Experience No experience = 0 Points 1 to 2 years’ experience = 1 Points 3 to 5 years’ experience = 2 Points 6 to 7 years’ experience = 3 Points 8 to 10 years’ experience = 4 Points 10 years’ experience and more = 5 Points Client The service provider must provide positive written 20 References contactable references (Excluding the NHBRC) indicating a track record with short-term insures. The (Track record) reference letters MUST be from 2018 till to date The reference letters from the clients of a bidder must include Company name Company letterhead Contact person and contact telephone numbers Reference letters MUST indicate the period when the project was executed The letter must be signed by a duly authorized person Item Evaluation Description Weight (%) No Criteria Reference Letter Scoring 0 Reference letter under advice = 0 Points 1 Reference letters and less than R 1 billion = 1 Point 2 Reference letters and over R 2 billion = 2 Point 3 Reference letters and over R 3 billion = 3 Point 4 Reference letters and over R 4 billion = 4 Point 5 Reference letters and over R 5 billion = 5 Point The NHBRC reserves the right to verify the validity of the document submitted. Reporting The bidder must demonstrate in their proposal, their 20 Points Capabilities ability to provide automated reports at the request of the NHBRC within five (05)working days after month end Undertaking to provide reports in more than 30 working days= 0 Points Undertaking to provide reports in more than 20 working days= 1 point B-BBEE Details: PRICE (ALL STATUS APPLICABLE COMPLETION DESCRIPTION OF LEVEL OF TAXES DATE SERVICE CONTRIBUTIO INCLUDED) N 4. I confirm that I am duly authorised to sign this contract. SIGNED AT ............................................. ON ...................................... NAME (PRINT) ................................................. SIGNATURE ................................................ OFFICIAL STAMP WITNESSES 1 ...................................... 2 ....................................... DATE: ...................................

Question 5

What are the important dates and deadlines for this tender?

Accepted Answer

{"closingDate":"28 OCTOBER 2026","closingTime":"11H00AM","briefingSession":"{\"date\":null,\"time\":null,\"venue\":\"ion will be scored according to the following points systems\",\"is_compulsory\":false}"}

Question 6

Who should be contacted for queries about this tender?

Accepted Answer

{"name":"Mr Abraham","email":"Abrahama@nhbrc.org.za","phone":"011 317 0187","department":null,"address":null}

Investment consulting services – nhbrc RFQ tender in gauteng

Related active categories

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Tender context

Related active categories

Active provinces

Active buying organisations

Intelligence and resources

Financial Services Industry Profile

Regulatory Bodies

Typical Documents

Core procurement rules

Broad-Based Black Economic Empowerment Act (B-BBEE Act)

Constitution of the Republic of South Africa, 1996 – Section 217

National Home Builders Registration Council

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Preferential Procurement Policy Framework Act (PPPFA)

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Investment consulting services – nhbrc RFQ tender in gauteng

Related opportunities

Related active categories

Active provinces

Active buying organisations

Intelligence and resources

Tender context

Related opportunities

Related active categories

Active provinces

Active buying organisations

Intelligence and resources

Financial Services Industry Profile

Regulatory Bodies

Typical Documents

Core procurement rules

Broad-Based Black Economic Empowerment Act (B-BBEE Act)

Constitution of the Republic of South Africa, 1996 – Section 217

National Home Builders Registration Council

Similar Tenders

REQUEST FOR QUOTATION: APPOINTMENT OF A SERVICE PROVIDER TO PROVIDE SUPPLY CHAIN MANAGEMENT SUPPORT SERVICES TO THE NATIONAL HOME BUILDERS REGISTRATION COUNCIL (NHBRC) FOR THE PERIOD OF 12 MONTHS.

Supplier Readiness Hub

Preferential Procurement Policy Framework Act (PPPFA)

Prevention and Combating of Corrupt Activities Act (PRECCA)

Public Procurement Act, 2024 (PPA)

Promotion of Access to Information Act (PAIA)

Promotion of Administrative Justice Act (PAJA)

Issuer-specific rules

Companies Act

Sector-specific rules

Financial Intelligence Centre Act (FICA)

Guide to Financial Services Tenders in South Africa

Understanding mSCOA Compliance for Financial Service Providers

Guide to Professional Services Tenders in South Africa

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