Lead revenue expert for johannesburg water’s revenue management model implementation

Appointment of a Lead Revenue Expert to design and implement a Revenue Management Model for Johannesburg Water, aiming to maximise revenue collection, ensure billing completeness, reduce leakage and distribution losses, and transition to ring‑fenced cash‑flow management under National Treasury reforms.

• Closing date: 26 June 2026, 16:00 (e‑Tender portal).
• RFQ advert date: 19 June 2026.
• No briefing session scheduled (briefing not applicable).

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 help desk: +27 12 406 9222 / [email protected].

• Submit the quotation via the e‑Tender portal (https://www.etenders.gov.za/) using your CSD credentials.
• Upload all required returnable documents in a single electronic folder:

1. Valid tax clearance certificate (SARS PIN).

2. Valid B‑B‑BEE certificate or sworn affidavit.

3. Proof of CSD registration.

4. Signed Declaration of Interest (MBD‑4).

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

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

7. Company registration documents (including ID copies of directors/shareholders).

8. Preference‑points claim form (MBD‑6.1).

9. Any required joint‑venture agreement (if applicable).

• Quotations must be on company letterhead, include all applicable taxes (VAT inclusive) and be signed.
• Submissions after 16:00 on 26 June 2026 will be rejected.
• Failure to include any compulsory document or to meet the tax‑inclusion requirement results in automatic disqualification.
• Contact the e‑Tender help desk (+27 12 406 9222 / [email protected]) for portal issues.

Scope:

• Provide a Lead Revenue Expert to design and implement a Revenue Management Model for JHB Water.
• Objectives: maximise revenue collection, ensure billing completeness, reduce leakage and distribution losses, and transition to ring‑fenced cash‑flow management under National Treasury reforms.

Deliverables:

1. Project Inception & Implementation Plan (PIP) – deliver within 7 days of kickoff.

2. Diagnostic ‘As‑Is’ assessment of billing, credit control, debt collection and cash‑sweep processes.

3. Design of a ring‑fenced Revenue Management Framework with KPIs.

4. Data‑analytics tools for leakage detection and billing data cleansing.

5. Financial recovery roadmap and tariff advisory.

6. Transition & change‑management plan (bank‑account ring‑fencing, staff training).

7. Final consolidated report with costed recommendations.

Qualifications (mandatory pre‑qualifiers):

• Chartered Accountant (CA(SA), ACCA, CPA or equivalent).
• Data‑Engineering qualification (BEng/BSc or MSc in Data Engineering/Information Science – Machine Learning).
• Minimum 15 years municipal revenue‑management experience.
• Proven experience in financial recovery plans and data analytics for revenue assurance.

1. Project Inception & Implementation Plan (PIP) – develop within 7 days, define milestones, resources and risk register.

2. Diagnostic ‘As‑Is’ Assessment – evaluate current billing, credit control, debt collection and cash‑sweep mechanisms.

3. Revenue Management Model Design – create ring‑fenced framework, KPIs and cash‑flow controls.

4. Data Analytics & Leakage Reduction – deploy tools, cleanse billing data, reconcile property information.

5. Financial Recovery Plan – advise on tariffs, credit policies and model revenue scenarios.

6. Transition & Change Management – design bank‑account ring‑fencing, train staff.

7. Final Report – compile findings, costed recommendations and present to senior management.

• Minimum 15 years municipal revenue‑management implementation/advisory experience.
• At least 5 relevant projects as Lead Expert (30 points max).
• Demonstrated banking/treasury experience (10‑15 years preferred).
• Proven data‑engineering or analytics capability (BEng/BSc or MSc).
• Successful delivery of financial recovery plans for distressed municipalities.
• Provide CV of Lead Expert (max 5 pages) and three reference letters (max 4 pages).

Provide a firm, lump‑sum price inclusive of VAT for each deliverable:

1. Inception meeting & PIP – 2 weeks.

2. Diagnostic assessment – 1 month.

3. Data‑analytics framework – 2 months.

4. Financial recovery & tariff advisory – 2 months.

5. Final report – 1 month.

Include a subtotal (excl. VAT), VAT (15 %) and total amount. All prices must be firm; no exchange‑rate variations accepted.

• Pricing must be a lump‑sum, firm price (no exchange‑rate variations) inclusive of all costs and VAT.
• Price ceiling: R 750 000 VAT‑inclusive for the full 7‑month contract.
• Submit a separate electronic folder for the pricing proposal; mixing with the technical folder leads to disqualification.
• Provide a breakdown of fees per deliverable (duration, resources, rates).
• Bonds/guarantees are not expressly required, but the quotation must be valid for 60 days from the closing date.

• Register on the Central Supplier Database (CSD) and provide proof of registration.
• Submit a valid B‑B‑BEE certificate or a sworn affidavit compliant with the B‑B‑BEE Practice Guide.
• Provide a valid tax clearance certificate (SARS PIN).
• Provide a lease agreement or municipal account statement not older than 3 months (and not in arrears > 90 days).
• All documents must be signed and attached as per the mandatory compliance checklist (MBD‑1 to MBD‑9).
• No bids from persons in the service of the state or from black‑listed entities.
• Compliance with Johannesburg Water’s Supply Chain Policy and the Preferential Procurement Policy Framework Act 2000.

• No site briefing is required for this RFQ (briefing session marked N/A).
• All submissions must be in PDF format; no pictures or non‑text files are allowed.
• Suppliers must comply with applicable OHS legislation when delivering services.

• No specific environmental or sustainability requirements are stated in the RFQ.
• Standard municipal environmental compliance applies.

• Contract type: Lump‑sum fixed price (inclusive of all costs, travel, accommodation, printing, stationery, admin work).
• Duration: 7 months from contract start date.
• Termination: Standard General Conditions of Contract (GCC) apply; JHB Water may terminate for non‑performance or breach of pre‑qualifiers.
• Penalties: Disqualification for incomplete documentation, fraudulent information, or late submission.
• All taxes (VAT, PAYE, UIF, SDL) are the responsibility of the supplier and must be included in the quoted price.

See the main Evaluation Criteria section (Stage 1 Administrative, Stage 2 Technical – 80 points, Stage 3 Pricing – 20 points) and the preference‑point system (80/20 or 90/10) as described in the RFQ.