Professional service provider for revenue enhancement programme – victor khanye local municipality

Compulsory briefing session: 07 September 2026 at 13h00 via Microsoft Teams (link: Compulsory Briefing Session Link). OneDrive link request deadline: 16 September 2026 at 23h55. Clarification requests deadline: 17 September 2026 at 16:30 Johannesburg time (3 working days before submission). Closing date: 22 September 2026 at 23h55. Bid validity period: 120 calendar days from closing time.

Compulsory briefing session on 07 September 2026 at 13h00 via Microsoft Teams. Link: Compulsory Briefing Session Link. Bidders must nominate one dedicated contact person (name, email address and phone number) for link requests.

DBSA Supply Chain Management Unit. Email for queries and clarification requests: [email protected] (quote RFP number in subject). Clarification requests accepted until 17 September 2026 16:30 Johannesburg time. Complaints about tendering process: [email protected]. No telephonic queries answered.

Electronic submission only via OneDrive link (no physical, faxed, or emailed bids). Bidders must request OneDrive link by 23h55 on 16 September 2026. Closing date: 22 September 2026 at 23h55. Bid validity: 120 calendar days from closing time (extensions by mutual written agreement; non-acceptance of extensions results in exclusion). All bids on official forms (not re-typed). Subject to General Conditions of Contract (GCC) and special conditions in Part C. Unincorporated consortia must select lead entity. Late bids disqualified unless caused by DBSA, access denied to tender box, or major incident. Illegible content disregarded. Unintentional errors may be corrected post-closing if not material. Bidders must notify DBSA of errors in submitted response. Bidding costs at bidder's sole risk. Bids become DBSA property upon submission; DBSA licensed to reproduce for evaluation. Bids irrevocable; cannot be conditional on board approval, due diligence, or regulatory consent. DBSA rights: cease/suspend process, alter structure/timing, vary dates, terminate bidder participation, request/provide clarification, negotiate, call new bids, reject late/non-compliant bids. Governed by South African law; English language; costs in ZAR. DBSA may seek clarification/discussions with bidders; may request presentations, site visits, references, panel interviews. Selection does not create contract; binding contract only upon execution. DBSA not obliged to appoint; may debrief all bidders.

Compulsory returnable schedules/documents (checklist): Part A: Invitation to Bid; Part B: Terms and Conditions of Bidding; Part C: Checklist of Compulsory Returnable Schedules and Documents; Part D: Conditions of Tendering and Undertakings by Bidders; Part E: Specifications/Terms of Reference and Project Brief; Annexure A: Price Proposal Requirement; Annexure B: SBD4 Declaration of Interest; Annexure C: SBD6.1 and B-BBEE status level certificate; Annexure F: Certified CIPC company registration documents listing all members with percentages; Annexure G: Certified latest share certificates; Annexure H: Breakdown of fees/work spread between consortium members (if applicable); Annexure I: Supporting documents for Pre-Qualifying Criteria and Functional Evaluation Criteria responses; Annexure J: General Conditions of Contract; Annexure K: CSD Tax Compliance Status and Registration Requirements Report. Submission: two folders electronically via OneDrive link (Folder 1: Pre-Qualifying Criteria and Functional Evaluation; Folder 2: Price/Financial Proposal).

Three-stage evaluation: Stage 1 – Administrative Responsiveness (pre-qualifying criteria): 1) Two-folder tender submission (Folder 1: Functionality and returnables; Folder 2: Pricing proposal). 2) Attendance at compulsory briefing session. 3) Proof of registration with recognised professional bodies for key personnel: Project Manager/Team Lead (ECSA Pr.Eng/Pr.Tech Eng Civil/Electrical or SAICA CA(SA)/ACCA/SAIPA/CIGFARO), Electrical/Civil Engineer (ECSA Pr.Eng/Pr.Tech Eng), Municipal Financial Expert/Revenue Enhancement Specialist (CA(SA)/SAIPA/CIBA/ACCA/CIGFARO), GISc Expert (PLATO PrGISc, preferably GISSA member), Legal Expert (admitted attorney, LPC registered), Town Planner (SACPLAN professional). DBSA will verify certificates with professional bodies. Clarification response time: 48 hours for standard conditions and returnable documents; 7 working days for CSD Summary Report and SARS Tax Pin. Stage 2 – Functional Criteria (100 points, minimum 70 threshold): 1) Tenderer experience (30 pts): completed revenue enhancement projects including revenue enhancement programme development, tariff review, cost of supply study, billing data cleansing, meter audit, cost reflective tariffs. 5+ projects=30, 3-4=20, 2=10, 1=5, 0=non-compliant. 2) Project Manager/Team Lead experience (20 pts): 4+ projects=20, 3=10, 2=5, 1=0. 3) Financial Expert/Revenue Enhancement Specialist experience (10 pts): 7+ years=10, 6=8, 5=5. 4) Civil Engineer experience (10 pts): 7+ years=10, 6=8, 5=5. 5) GISc Expert experience (10 pts): 7+ years=10, 6=8, 5=5. 6) Town Planner experience (10 pts): 7+ years=10, 6=8, 5=5. 7) Legal Expert experience (10 pts): 7+ years=10, 6=8, 5=5. Minimum 5 points per resource category required. Stage 3 – Price evaluation per PPPFA regulations (80/20 or 90/10). Lowest price preferred unless DBSA cancels RFP. Risk analysis/objective criteria: bidders with 5+ active awards with outstanding value may be excluded; exceptions if outstanding value ≤10% or project stalled ≥6 months/on hold. Due diligence on preferred bidder: judgements, criminal convictions, pending litigation/liquidation/business rescue, performance history, reputational harm, restrictions/blacklisting, vetting, PEP/Procure checks, financial ratios (stability, efficiency, profitability, risk, liquidity, acid test, solvency), commercial relationship with politically exposed persons. DBSA may award full or partial scope subject to budget; may negotiate for value for money.

Scope: Development and implementation of a Revenue Enhancement Programme for Victor Khanye Local Municipality (VKLM), a Category B municipality, Water Services Authority and Provider, licensed electricity distributor. Current challenges: inaccurate/incomplete customer database not comparable with Deeds Office and valuation roll; high water and electricity losses due to inadequate metering (faulty, buried, illegal connections, old meters); ageing infrastructure; non-cost reflective tariffs; poor credit control, debt management, and billing; low revenue recovery; poor indigent register management and enforcement of consumption limits; misaligned revenue management value chain processes (financial, technical, planning, valuation). Collection rate: 34% as at 31 December 2025 (NT norm 95%). Total outstanding debtors: R1.7 billion as at 31 December 2025. Required disciplines: project management, electrical engineering, civil engineering, finance, legal, town planning, GIS. Programme objectives: increase own revenue generation and financial sustainability; unlock infrastructure capacity cognisant of growth; update/cleanse customer database and reconcile with property, geo-spatial, billing and financial systems; audit electricity meters for functionality, illegal connections, tampering; cost of supply studies and tariff structure/policy review for trading services; develop/update SOPs across revenue value chain; audit indigent register, Free Basic Services allocation, equitable share claims; identify short-term priority projects (low-hanging fruit) and assist implementation; develop funding models for key infrastructure projects related to revenue generation and protection.

Revenue Enhancement Programme methodology: integrated and multidisciplinary approach addressing inaccurate customer database, high water/electricity losses (faulty/buried meters, illegal connections, old meters), ageing infrastructure, non-cost reflective tariffs, poor credit control, poor debt management, incorrect billing, poor indigent register management, enforcement of consumption limits for indigent customers, misaligned revenue management value chain processes (financial, technical, planning, valuation functions). Key activities: update/cleanse customer database and reconcile with property, geo-spatial, billing and financial systems; audit electricity meters for functionality, illegal connections, tampering; cost of supply studies and tariff structure/policy review for trading services; develop/update SOPs across revenue value chain; audit indigent register, Free Basic Services allocation, equitable share claims; identify short-term priority projects (low-hanging fruit) and assist implementation; develop funding models for key infrastructure projects related to revenue generation and protection.

Key personnel must be registered with recognised professional bodies: Project Manager/Team Lead – ECSA Pr.Eng/Pr.Tech Eng (Civil/Electrical) or SAICA CA(SA)/ACCA/SAIPA/CIGFARO; Electrical/Civil Engineer – ECSA Pr.Eng/Pr.Tech Eng (Civil/Electrical); Municipal Financial Expert/Revenue Enhancement Specialist – CA(SA)/SAIPA/CIBA/ACCA/CIGFARO; GISc Expert – PLATO PrGISc (preferably GISSA member); Legal Expert – admitted attorney by SA High Court, registered with Legal Practice Council; Town Planner – SACPLAN professional Town Planner. DBSA will verify validity and authenticity of certificates with respective professional bodies. Experience scoring: Tenderer – 5+ completed revenue enhancement projects (30 pts); Project Manager – 4+ projects as leader/manager in municipal environment (20 pts); Financial Expert – 7+ years relevant RE experience (10 pts); Civil Engineer – 7+ years municipal infrastructure services in SA (10 pts); GISc Expert – 7+ years planning/establishing GIS systems for public/private sector in SA (10 pts); Town Planner – 7+ years town/regional development planning in public/private sector (10 pts); Legal Expert – 7+ years contract law for projects/programmes, developing agreements/contracts in public/private sector (10 pts). Minimum 5 points per resource category required.

DBSA makes no representations or warranties that RFP content or information communicated during tendering process is accurate, current, or complete. DBSA and its officers, employees, and advisors not liable for inaccurate, incomplete, or non-current information. Bidders must promptly notify DBSA in writing of any discrepancy, ambiguity, error, or inconsistency (other than minor clerical matters) to allow corrective action. Any actual discrepancy, ambiguity, error, or inconsistency will, if possible, be corrected and provided to all bidders without attribution to the notifying bidder.

Pricing proposal submitted in separate folder (Folder 2) electronically via OneDrive. Price evaluation per PPPFA regulations (80/20 or 90/10). Lowest overall price preferred unless DBSA cancels RFP. Bidders must notify DBSA of any pricing errors in submitted response (excluding clerical errors with no bearing on evaluation). No detailed pricing schedule, bill of quantities, or rate structure provided in extracted text.

Pricing proposal submitted in separate folder (Folder 2) electronically via OneDrive. Price evaluation per PPPFA regulations (80/20 or 90/10). No specific bond, guarantee, or insurance requirements stated. No financial capacity or turnover thresholds stated. Bidders must notify DBSA of any pricing errors in submitted response (excluding clerical errors with no bearing on evaluation).

Mandatory: CSD registration (South African bidders) or equivalent mandatory information (business registration, directorship, identity numbers, tax compliance status, banking details) if not CSD-registered. SARS Tax Compliance Status PIN (TCS) or printed TCS. B-BBEE certificate or sworn affidavit (EMEs ≤ZAR10M revenue: auditor/verification agency certificate; others: original/valid B-BBEE verification certificate). Proof of professional registration for all key personnel (ECSA, SAICA/ACCA/SAIPA/CIGFARO, PLATO, LPC, SACPLAN). Certified CIPC company registration documents listing all members with percentages. Certified latest share certificates (if company). Consortium breakdown of fees/work spread (if applicable). Supporting documents for pre-qualifying and functional evaluation responses. General Conditions of Contract. CSD Tax Compliance Status and Registration Requirements Report. SBD4 Declaration of Interest. SBD6.1 and B-BBEE status level certificate. Foreign suppliers: if no RSA residence, branch, permanent establishment, or income source, no SARS TCS/PIN required. Each consortium/JV/sub-contractor party must submit separate proof of TCS/PIN/CSD.

Contract governed by South African law; English language; costs in ZAR. General Conditions of Contract (GCC) apply, plus special conditions in Part C. Bid validity 120 calendar days from closing time; extensions by mutual written agreement; non-acceptance of extensions results in exclusion. DBSA rights: cease/suspend process, alter structure/timing, vary dates, terminate bidder participation, request/provide clarification, negotiate, call new bids, reject late/non-compliant bids. Selection does not create contract; binding contract only upon execution of formal written agreement. DBSA not obliged to appoint; may debrief all bidders. DBSA may seek clarification/discussions with bidders; may request presentations, site visits, references, panel interviews. DBSA may award full or partial scope subject to budget availability; may negotiate for value for money. Bids become DBSA property upon submission; DBSA licensed to reproduce for evaluation. Bids irrevocable; cannot be conditional on board approval, due diligence, or regulatory consent. Late bids disqualified unless caused by DBSA, access denied to tender box, or major incident. Illegible content disregarded. Unintentional errors may be corrected post-closing if not material. Bidders must notify DBSA of errors in submitted response. Bidding costs at bidder's sole risk. Confidentiality: all RFP contents and tendering process information must be kept confidential and not disclosed except for proposal development. Anti-competitive conduct prohibited; DBSA may disqualify for collusion. Conflict of interest must be disclosed; DBSA may disqualify for non-disclosure. Improper assistance, fraud, corruption prohibited; DBSA may disqualify. Complaints about tendering process to [email protected]; employee conduct complaints to CEO. DBSA reserves right to change RFP information or issue addenda before closing time; may seek amended tenders. No representations binding unless incorporated into final contract. DBSA makes no warranties on RFP accuracy, completeness, or currency. Bidders must notify DBSA of discrepancies, ambiguities, errors, or inconsistencies. Unauthorised communications with DBSA staff/advisors prohibited during tendering process. Due diligence on preferred bidder: judgements, criminal convictions, pending litigation/liquidation/business rescue, performance history, reputational harm, restrictions/blacklisting, vetting, PEP/Procure checks, financial ratios (stability, efficiency, profitability, risk, liquidity, acid test, solvency), commercial relationship with politically exposed persons. Risk analysis/objective criteria: bidders with 5+ active awards with outstanding value may be excluded; exceptions if outstanding value ≤10% or project stalled ≥6 months/on hold.

Pre-qualifying criteria (mandatory): 1) Two-folder tender submission (Folder 1: Functionality and returnables; Folder 2: Pricing proposal). 2) Attendance at compulsory briefing session. 3) Proof of registration with recognised professional bodies for key personnel: Project Manager/Team Lead (ECSA Pr.Eng/Pr.Tech Eng Civil/Electrical or SAICA CA(SA)/ACCA/SAIPA/CIGFARO), Electrical/Civil Engineer (ECSA Pr.Eng/Pr.Tech Eng), Municipal Financial Expert/Revenue Enhancement Specialist (CA(SA)/SAIPA/CIBA/ACCA/CIGFARO), GISc Expert (PLATO PrGISc, preferably GISSA member), Legal Expert (admitted attorney, LPC registered), Town Planner (SACPLAN professional). DBSA will verify certificates with professional bodies. Clarification response time: 48 hours for standard conditions and returnable documents; 7 working days for CSD Summary Report and SARS Tax Pin. South African bidders must register on CSD; B-BBEE certificate or sworn affidavit required. EMEs (≤ZAR10M revenue) need auditor/verification agency certificate; others need original/valid B-BBEE verification certificate. Foreign suppliers: if no RSA residence, branch, permanent establishment, or income source, no SARS TCS/PIN required.