Review and update of disability assessment guidelines and forms for SASSA social grants

Scope of Work:

• Review outdated disability assessment guidelines for use by all HPCSA-registered health practitioners (e.g., medical doctors, Clinical Associates, Occupational Therapists, Physiotherapists, Optometrists, Psychologists, Audiologists, Speech Therapists).
• Validate and update assessment forms for disability-related grants (Care Dependency Grant, Disability Grant, Grant in Aid) to align with revised guidelines.

Revised Guidelines Must Include:

• Problem statement: Challenges and gaps in current guidelines.
• Prevalence and situational analysis of children/adults with disabilities (Stats SA data).
• Legislative mandates: International and regional frameworks for disability grants.
• Clinical and functional capacity evaluation principles to guide eligibility recommendations.
• Recommendations on legislative, administrative, cost, HR, communication, monitoring, and evaluation interventions for implementation.
• Contingent risks and mitigation strategies for DSD & SASSA.

Deliverables:

• Project plan and inception report.
• Draft report (hard and soft copy) + briefing to project team.
• Bi-weekly progress reports (or on request).
• Draft and final revised guidelines + assessment forms (submitted to project team, then broader SASSA team).
• Comprehensive and summary reports (hard and soft copy) + presentation via meeting/workshop.
• Copies of all reference materials used.

Competencies Required:

• Knowledge of Department of Social Development and SASSA Disability Management Programme policies.
• Track record in academic, clinical, or social security environments for disability benefits.
• Research skills, including cost-benefit analysis.
• Project management experience.
• Experience conducting government research.
• Formal report writing experience.

Monitoring and Reporting:

• Inception report, progress reports, and meetings with project team (documents submitted 2 days prior).
• Draft and final report submissions + presentations.
• All documentation subject to SASSA quality control.
• Direct reporting to Manager: Disability Management (SASSA).

Pricing must be submitted as a detailed quotation with the following structure:

• Task/Service (e.g., review of disability assessment guidelines, validation of 3 assessment forms, workshops on draft/final guidelines).
• Price excl. VAT.
• VAT amount.
• Price incl. VAT.
• Total Price (incl. VAT) in Rand (R).

Additional Notes:

• SASSA reserves the right to negotiate prices with the successful bidder.
• Travel costs for the service provider require prior approval; reimbursement aligns with SASSA’s travel policy.

Mandatory Compliance:

• Registration with Central Supplier Database (CSD).
• Valid tax status compliance PIN.
• Completed SBD forms (including Bidder’s Disclosure and Preference Points Claim Form).
• B-BBEE verification certificate (SANAS-accredited) or sworn affidavit with shareholder percentages, signed by commissioner of oaths and all shareholders/owners.

Disqualification Risks:

• Bidder or directors/shareholders listed in the Register for Tender Defaulters or List of Restricted Suppliers.
• Failure to disclose state employment or conflicts of interest (via SBD 4).
• Collusive bidding or improper consultations with competitors or SASSA officials.
• Submission of false or incomplete information.

B-bbee:

• Points claimed must be substantiated with valid documentation.
• Failure to submit B-BBEE proof = 0 points for Specific Goals.

Project duration: Maximum 5 months from appointment.

Reporting contact: Manager: Disability Management (SASSA).

Escalation path: Executive Manager: Grants Administration via the General Manager: Operations office.