Job analysis and evaluation services for ~500 DBSA roles (5-Year contract, remeasure methodology)

Compulsory briefing: 7 September 2026 at 10:00 Johannesburg time via Microsoft Teams (link provided in tender). Clarification deadline: 15 September 2026 at 16:00 Johannesburg time (requests to [email protected]). OneDrive link request deadline: same as clarification deadline. Bid closing date: 18 September 2026. Bid closing time: 23:55 Johannesburg time. Bid validity period: 120 calendar days from closing time. All dates are compulsory where marked.

SCM / Tender Officer: email [email protected] (all queries and link requests). No telephonic queries accepted. Complaints about the tender process: [email protected]. DBSA website: www.dbsa.org. No physical address for submission – electronic only.

Submission method: electronic only via OneDrive link. Bidders must request the OneDrive link in writing to [email protected], quoting the RFP number, at least three working days before the closing date. The link request deadline is 15 September 2026 at 16:00 Johannesburg time. Bids must be uploaded as two separate folders: Folder 1 – Pre-Qualifying Criteria and Functional Evaluation; Folder 2 – Price/Financial Proposal. Faxed or emailed bids are not accepted. Late submissions are disqualified unless the bidder proves the delay was caused by DBSA. All returnable forms must be completed, signed and submitted on the official forms (not re-typed). Mandatory returnable documents: Part A (Invitation to Bid), Part B (Terms and Conditions), Part C (Checklist), Part D (Conditions of Tendering), Part E (Specifications/Terms of Reference), Annexure A (Price Proposal), Annexure B (SBD4 Declaration of Interest), Annexure C (SBD6.1 and B-BBEE certificate), Annexure D (certified CIPC registration documents), Annexure E (latest share certificates for companies), Annexure F (consortium fee breakdown if applicable), Annexure G (supporting evidence for pre-qualifying and functionality criteria), Annexure H (General Conditions of Contract), Annexure I (CSD Tax Compliance Status and Registration Report).

Three-stage evaluation. Stage 1 – Administrative Responsiveness (pre-qualifiers, all mandatory): submission in two folders; proposed team lead holds a bachelor's degree or equivalent (NQF Level 7) or higher; REMeasure certification for lead resource and other project delivery resources (copies required); clarification responses within 48 hours; returnable documents completed and signed within 48 hours; CSD Summary Report within 7 days; SARS Tax PIN within 7 days. Failure on any pre-qualifier = immediate disqualification. Stage 2 – Technical/Functional Evaluation: minimum score 70 out of 100 required to proceed. Bidders must submit supporting documentation (Annexure G) for each functionality criterion. Stage 3 – Price and Preference: evaluated per PPPFA 2022 regulations (80/20 or 90/10 as applicable). Lowest overall price recommended unless DBSA exercises cancellation right. Objective criteria may adjust award: bidders with 5 active awards of outstanding value may be excluded; exceptions if outstanding value ≤10% or project stalled ≥6 months. Due diligence on preferred bidder includes judgements, litigation, performance history, reputational risk, restrictions/blacklisting, vetting, PEP/Procure checks, and financial ratio analysis.

Scope: organisation-wide job analysis and evaluation for approximately 500 jobs across DBSA and its Agencies/Programmes, plus ad hoc grading and job description services over a 5-year contract. Phase 1 (12 months): project management and planning – detailed project plan, governance framework, steering committee, progress reporting, risk management within 10 business days of appointment. Job analysis and description review – validate all existing job descriptions for completeness, consistency, role clarity, alignment to post-TOM structure; assess minimum qualifications, experience, competence per role; conduct structured interviews, questionnaires, workshops, document reviews; ensure cascading of roles; deliver updated standardised job descriptions for approval. Comprehensive job evaluation and grading – evaluate all ~500 jobs across all occupational levels (entry to Executive) and categories (Executive Management, Senior Management, Professional/Specialist, Supervisory, Administrative, entry-level); facilitate moderation sessions and grade validation committees; prepare detailed evaluation reports with rationale; provide external benchmarking and market alignment; recommend overarching grading structure and consolidated harmonised grading document; present outcomes to Executive Management, HR & Remuneration Committee, and other governance bodies. Phase 2 (5 years): ad hoc job evaluation and grading for new/revised roles on demand within agreed SLA turnaround times; maintain grading integrity and consistency; update master grading register; attend moderation for contested outcomes. Ad hoc job description review and writing – review, refine, write job descriptions for new/changed roles within SLA; ensure compliance with DBSA template, terminology, grading principles; validate role alignment; deliver approved documents. Advisory and governance support – advise on job design, role alignment, grading implications, organisational structure, remuneration impacts; provide technical guidance to HC team. Compliance and governance – adhere to Labour Relations Act, BCEA, Employment Equity Act, remuneration governance, PFMA, POPIA, DBSA information security; maintain confidentiality, data protection, system integrity, auditability, data accuracy. Key deliverables: inception report and approved project plan (10 business days); reviewed/updated job descriptions for all 500 jobs (12 months); job evaluation and grading reports for all 500 jobs (12 months). Methodology: REMeasure Job Evaluation System (mandatory).

Mandatory methodology: REMeasure Job Evaluation System. The PSP must use this system for all job evaluation and grading activities across both Phase 1 (comprehensive evaluation of ~500 jobs) and Phase 2 (ad hoc evaluations). The system must maintain integrity, consistency, full auditability, and data accuracy. Moderation sessions and grade validation committees are required at defined milestones. External benchmarking against recognised pay survey data is expected where required.

Pre-qualifying criteria for team lead: bachelor's degree or equivalent (NQF Level 7) or higher in any field. REMeasure certification mandatory for lead resource and other project delivery resources (copies of certification required). The PSP must demonstrate capability to manage a 12-month project for ~500 jobs, establish governance structures, conduct structured job analysis (interviews, questionnaires, workshops), deliver standardised job descriptions, conduct job evaluation across all occupational levels and categories, facilitate moderation and validation committees, produce detailed evaluation reports with rationale, provide external benchmarking, present to executive and governance bodies, and maintain a master grading register. Ad hoc services require responsiveness within agreed SLA turnaround times. Advisory support on job design, role alignment, grading implications, organisational structure, and remuneration impacts. Compliance with labour legislation, Employment Equity Act, PFMA, POPIA, and DBSA policies.

Bidders must notify DBSA promptly of any discrepancy, ambiguity, error, or inconsistency found in the RFP (other than minor clerical matters) to allow corrective action. DBSA will correct and distribute amendments to all bidders without attribution. DBSA makes no warranty that RFP content is accurate, current, or complete; no liability for inaccurate information. Bidders responsible for examining RFP and referenced documents, fully informing themselves, ensuring bids are accurate and complete, assessing risks, complying with applicable laws (National Treasury Regulations, Guidelines, Instruction Notes, Practice Notes), and submitting all compulsory documents. DBSA may disregard illegible content and is under no obligation to seek clarification. Unintentional errors may be corrected post-closing if not material. Bidders must notify DBSA of post-submission errors (excluding clerical).

Pricing proposal submitted as Annexure A (Price Proposal Requirement) in Folder 2 (Price/Financial Proposal). Evaluated in Stage 3 per PPPFA 2022 regulations. No specific pricing format (firm price, schedule of rates, bill of quantities) detailed in the extracted text. Lowest overall price recommended unless DBSA exercises cancellation right. DBSA reserves right to negotiate for value for money. Bidders must notify DBSA promptly of any pricing errors discovered after submission (clerical errors excluded). All costing in South African Rand (ZAR).

Pricing proposal submitted in Annexure A (Price Proposal Requirement) as part of Folder 2. Evaluation Stage 3 uses price in accordance with PPPFA regulations. No explicit pricing format (firm rates, schedule of rates, bill of quantities) stated in the extracted text. No bond, guarantee, or insurance requirements mentioned. No financial capacity or turnover thresholds specified. Bidders must notify DBSA promptly of any pricing errors discovered after submission (clerical errors excluded). DBSA reserves right to negotiate for value for money. All costing in South African Rand (ZAR).

Mandatory: CSD registration (South African bidders) – CSD Summary Report within 7 days if requested; if not registered on CSD, submit business registration, directorship/membership/identity numbers, tax compliance status with bid. SARS Tax Compliance Status PIN (TCS) – within 7 days if requested; printed TCS acceptable. B-BBEE: EMEs (≤ZAR10 million annual revenue) – certificate from independent registered auditor or accredited verification agency; non-EMEs – original valid B-BBEE status level verification certificate, certified copy, or sworn affidavit. B-BBEE certificate or sworn affidavit must be submitted by all bidders. Foreign bidders: complete questionnaire in Part B.3; if no RSA residence, branch, permanent establishment, or RSA-sourced income, SA tax compliance not required. Consortium/JV: each party submits separate TCS/PIN/CSD proof. Certified CIPC company registration documents listing all members with percentages (close corporations) or latest share certificates (companies). Consortium breakdown of fees and work split if applicable. Authority to sign (board resolution or similar) attached. SBD4 Declaration of Interest (Annexure B). SBD6.1 Preference Points Claim and B-BBEE certificate (Annexure C). General Conditions of Contract (Annexure H). CSD Tax Compliance Status and Registration Requirements Report (Annexure I). All returnable forms completed, signed, and submitted on official forms (not re-typed).

No specific occupational health and safety requirements stated in the tender document. General compliance with applicable legislation (Labour Relations Act, BCEA, Employment Equity Act, PFMA, POPIA) is required. Bidders must ensure bids are submitted in the required format with all fields completed; incomplete or incorrectly formatted bids may be rejected. Non-acceptance of specified conditions must be clearly and prominently stated. Elaborate presentations not required.

Contract governed by South African law. RFP is an invitation to propose, not an offer; no binding contract until formal written contract executed. Bid validity: 120 calendar days from closing time, extendable by mutual written agreement. DBSA may amend RFP or issue addenda before closing; may seek amended tenders. All communications confidential; Bidders must not disclose or use information except for proposal preparation. DBSA may seek clarification, enter discussions, request presentations, site visits, references, or panel interviews. DBSA reserves right to: cease tender process; require additional information; negotiate with any bidder; call for new bids; reject late or non-compliant bids. Bidders warrant no reliance on representations outside RFP; no improper assistance; accept RFP terms; bear all bidding costs. DBSA not liable for bidder costs. Bids become DBSA property; bidders retain IP but license DBSA to reproduce for evaluation. Successful bidder must enter contract on bid basis with or without further negotiation. DBSA under no obligation to appoint if no compliant bid, need lapses, or funds unavailable. Debriefing optional. Anti-corruption, anti-collusion, conflict of interest, and improper assistance clauses apply with immediate disqualification remedies. Late bids disqualified unless bidder proves DBSA-caused delay, access denial, or critical incident. DBSA determination of lodgement time final. Illegible content may be disregarded. Unintentional errors may be corrected post-closing if not material. Bidders must notify DBSA of post-submission errors (excluding clerical).