Appointment of a lead revenue expert for johannesburg water’s revenue management model implementation

• Advert Date: 19 June 2026.
• Closing Date and Time: 26 June 2026 at 16:00.
• RFQ Validity Period: 60 days from the closing date.
• No briefing session or site visit is scheduled (marked as N/A).

• Supply Chain Management Contact: Simphiwe Mdlalose, Tel: 011 688 1825, Email: [email protected].
• End-User Department Contact: Kgaugelo Mahlaba, Tel: 011 688 1485, Email: [email protected].
• e-Tender Portal Support: Contact Centre at +27 12 406 9222 / 012 406-9229 / 012 312-5000, Email: [email protected].

• Submit your quotation exclusively via the e-Tender portal at https://www.etenders.gov.za/. Use your Central Supplier Database (CSD) credentials to log in.
• Your submission must include all compulsory returnable documents in a single electronic folder:

1. Valid tax clearance certificate (SARS PIN).

2. Valid B-BBEE certificate or a sworn affidavit compliant with the B-BBEE Practice Guide.

3. Proof of CSD registration.

4. Signed Declaration of Interest (MBD 4).

5. Declaration of past supply chain management practices (MBD 8).

6. Certificate of Independent Proposal Determination (MBD 9).

7. Company registration documents with ID copies of directors/shareholders.

8. Preference points claim form (MBD 6.1).

9. A joint venture agreement, if applicable.

• Quotations must be on your company letterhead, be signed, and include all applicable taxes (VAT inclusive). Failure to include taxes will lead to disqualification.
• Late submissions after 16:00 on 26 June 2026 will not be accepted.
• For portal assistance, contact the e-Tender help desk at +27 12 406 9222 or [email protected].

• Evaluation follows a three-stage process:

1. Administrative Responsiveness (Pass/Fail): Checks for on-time submission, two-folder structure (Technical and Price), and inclusion of all mandatory documents.

2. Technical/Functional Evaluation (80 points): Minimum threshold of 50 out of 80 points to pass. Scoring is based on:

• Experience of the Lead Expert (up to 30 points).
• Years of municipal revenue management experience (up to 15 points).
• Banking/Treasury experience (up to 15 points).
• Data Engineering & Analytics capability (up to 10 points).
• Financial Recovery Plan experience (up to 5 points).
• Understanding of JHB Water's context (up to 5 points).

3. Pricing Evaluation (20 points): Uses the 80/20 preference point system. The lowest acceptable price receives the full 20 points.

• Mandatory Pre-Qualifiers (Pass/Fail - failure results in immediate disqualification):
• Proof of Chartered Accountant qualification (CA(SA), ACCA, CPA, or equivalent).
• Proof of Data Engineering qualification (BEng/BSc or MSc).
• CV demonstrating minimum 15 years of municipal revenue management experience.
• Three reference letters from municipal revenue projects.
• Tax compliance via CSD registration.
• Signed Declaration of Interest (MBD4).
• Preference Points: The 80/20 system applies, with 80 points for price and 20 points for B-BBEE specific goals. A valid B-BBEE certificate or compliant affidavit must be submitted.

• Scope: Appointment of a single Lead Revenue Expert to design and implement a comprehensive Revenue Management Model for Johannesburg Water. The goal is to maximise revenue generation and collection, ensure billing completeness, reduce revenue leakages and distribution losses, and facilitate the transition from centralized COJ Group Treasury control to a ring-fenced accountability model under National Treasury Trading Services Reforms.
• Key Deliverables:

1. Project Inception and a detailed Project Implementation Plan (PIP) within 7 days of inception.

2. Diagnostic Assessment (AS-IS) of the current revenue management value chain.

3. Design of a ring-fenced Revenue Management Model with defined KPIs and cash flow controls.

4. Implementation of data analytics for leakage reduction and billing data cleansing.

5. Development of a Financial Recovery Plan and tariff advisory.

6. Transition and Change Management plan, including staff training.

7. A final consolidated Revenue Enhancement Programme report.

• Mandatory Expert Qualifications:
• Professional: Chartered Accountant (CA(SA), ACCA, CPA, or equivalent).
• Additional: Data Engineering qualification (BEng/BSc in Data Engineering, MSc in Information Science - Machine Learning, or equivalent).
• Experience: Minimum 15 years in municipal revenue management implementation/advisory within South African municipalities.
• Proven experience in developing financial recovery plans and applying data analytics for revenue assurance.

The Lead Expert must execute the following methodology:

1. Project Inception & Implementation Plan: Conduct inception meeting and develop a detailed PIP within 7 days.

2. Diagnostic Assessment: Evaluate current billing, credit control, debt collection, and cash sweep mechanisms using the SIRMF Assessment Tool.

3. Revenue Management Model Design: Develop a ring-fenced framework, define KPIs, and establish a Single Point of Management Accountability structure.

4. Data Analytics & Leakage Reduction: Deploy analytics tools, integrate billing system checks, and perform customer data cleansing.

5. Financial Recovery Plan: Develop a roadmap for distribution losses and provide advisory on tariff structures and debt collection.

6. Transition & Change Management: Design the transition plan, establish ring-fenced bank account protocols, and train JHB Water staff.

7. Final Report: Compile and present a comprehensive Revenue Enhancement Programme report.

• Mandatory Pre-Qualifiers:
• Chartered Accountant qualification (CA(SA), ACCA, CPA, or equivalent).
• Data Engineering qualification (BEng/BSc or MSc in relevant field).
• Minimum 15 years of experience in municipal revenue management implementation/advisory in South African municipalities.
• Demonstrated experience in developing financial recovery plans for distressed municipalities.
• Proven track record in data analytics for revenue assurance.
• Evaluation Scoring:
• Points are awarded for the number of relevant projects (up to 30 points).
• Points for years of specific municipal revenue experience (up to 15 points).
• Points for banking/treasury experience (up to 15 points).
• Points for data engineering capability (up to 10 points).
• Points for financial recovery plan experience (up to 5 points).

• Submit a firm, lump-sum price inclusive of VAT for each of the five key deliverables:

1. Inception meeting & Project Implementation Plan (PIP) – Duration: 2 weeks.

2. Diagnostic assessment (AS-IS) – Duration: 1 month.

3. Data analytics framework & leakage reduction – Duration: 2 months.

4. Financial recovery plan & tariff restructuring advisory – Duration: 2 months.

5. Final consolidated report & close-out – Duration: 1 month.

• Provide a subtotal (exclusive of VAT), calculate VAT at 15%, and state the total proposed fee (inclusive of VAT).
• A detailed breakdown per deliverable showing scope, resources, duration, and rates is required.

• Pricing must be submitted as a firm, lump-sum amount in ZAR, inclusive of all costs (travel, accommodation, printing, stationery, administrative work) and VAT.
• There is a strict price ceiling of R 750,000 (VAT inclusive) for the entire 7-month contract period.
• The pricing proposal must be submitted in a separate electronic folder from the technical proposal. Combining them will result in disqualification.
• You must provide a detailed breakdown of the total proposed fee per deliverable, indicating scope elements, resources, estimated duration, and rates.
• The quotation must remain valid for 60 days from the closing date.

• Mandatory Registrations and Certificates:
• Central Supplier Database (CSD) registration is compulsory for all bidders.
• Submit a valid B-BBEE certificate or a sworn affidavit compliant with the B-BBEE Practice Guide.
• Provide a valid tax clearance certificate (SARS PIN).
• Mandatory Documentation:
• Submit a lease agreement or municipal account statement not older than 3 months and not in arrears for more than 90 days.
• Complete and sign all required MBD forms (MBD 4, MBD 6.1, MBD 8, MBD 9, etc.).
• Provide company registration documents with ID copies of directors/shareholders.
• Restrictions:
• No bids will be accepted from persons in the service of the state.
• Bidders blacklisted by National Treasury or any national authority will not be considered.
• General Compliance:
• The bid is subject to the Preferential Procurement Policy Framework Act, 2000, its regulations, and Johannesburg Water's Supply Chain Policy.

• No specific health and safety requirements are detailed in the tender document for this consultancy service.
• Bidders are expected to comply with all applicable Occupational Health and Safety legislation when performing the work.

• No specific environmental or sustainability requirements are stated for this consultancy service.

• Contract Type: Lump-sum, fixed-price contract in ZAR, inclusive of all costs.
• Duration: The contract period is implied to be 7 months based on the pricing schedule deliverables.
• General Conditions: The bid is subject to the General Conditions of Contract (GCC) and any applicable Special Conditions of Contract.
• Validity: Quotations must remain valid for 60 days from the closing date.
• Termination and Penalties: Standard GCC terms apply. Johannesburg Water reserves the right to disqualify bidders for incomplete information, fraudulent submissions, non-compliance, or late submission.

• Stage 1: Administrative Responsiveness (Pass/Fail).
• Stage 2: Technical/Functional Evaluation (80 points total, minimum 50 points to pass). Scoring criteria include:
• Experience on relevant municipal revenue projects (30 points).
• Years of municipal revenue management experience (15 points).
• Banking/Treasury experience (15 points).
• Data Engineering & Analytics capability (10 points).
• Financial Recovery Plan experience (5 points).
• Understanding of JHB Water's context (5 points).
• Stage 3: Pricing Evaluation (20 points) using the 80/20 preference point system.
• Final award is made to the bidder with the highest total score (Technical + Price).