Development and integration of jb marks local municipality human settlements sector plan (hssp)

Closing

• 06 November 2026 at 12:00; bids are opened in public immediately afterwards.

Briefing

• No compulsory briefing session; no site or information meeting applies.

Document availability

• Published 19 October 2026.
• Collect from Office 104, First Floor, Municipal Building, Dan Tloome Complex: Mondays to Thursdays 08:00–16:30, Fridays 08:00–13:30.
• Free download from e-Tender; printed copies carry a non-refundable fee payable at the Revenue Section, Ground Floor, Municipal Building, Dan Tloome Complex.

Bid validity

• 90 days after the closing date.

Contract signature

• The successful bidder must sign the contract form within 90 days of the award notification.

No compulsory briefing session is required and no site or information meeting applies.

Bidding procedures and documents

• Contact: Mr B Sekolopo
• Contact: Ms SB Mongale
• Telephone: (018) 299 5162 / 5535
• Email: [email protected]
• Email: [email protected]

Bid scope and specifications

• Contact: Mr Owageng Melamu
• Contact: Mr Wynand Marx
• Telephone: 018 299 5409 / 5411
• Email: [email protected]
• Email: [email protected]

Tender document collection

• Telephone: (018) 299 5160
• Fax: (018) 294 8203
• Email: [email protected]

Bid box

Records Office, Room 315

Third Floor, Municipal Building

Dan Tloome Civic Centre

Corner Sol Plaatjie Avenue & Wolmarans Street

Potchefstroom, 2520

Postal address

Supply Chain Management Unit

JB Marks Local Municipality

PO Box 113

Potchefstroom, 2520

Submission method

• Sealed envelope, marked on the face with the bid number, bid title, closing date and closing time.
• Deliver by hand or courier, or post at the bidder's own risk; the bid must be in the bid box before the closing time.
• Faxed, emailed and late bids are not accepted.
• Couriered or posted bids must be addressed to the Supply Chain Management Unit and placed in the correct bid box; the Municipality accepts no responsibility for bids not lodged there.
• Bids are opened in public immediately after closing.

Bid box

Records Office, Room 315

Third Floor, Municipal Building

Dan Tloome Civic Centre

Corner Sol Plaatjie Avenue & Wolmarans Street

Potchefstroom, 2520

Postal address

Supply Chain Management Unit

JB Marks Local Municipality

PO Box 113

Potchefstroom, 2520

Closing

• Date: 06 November 2026
• Time: 12:00

Document format

• Complete the original bid document in black ink; the authorised signatory signs it and initials every page.
• Documents may not be retyped or altered; unauthorised alteration disqualifies the bid automatically.
• Any ambiguity must be raised with the bid contact before the closing date.

Returnable documents — all must be completed, signed and attached

• MBD 1 (Invitation to Bid): bidder details and signed offer cover page.
• MBD 3.1 (Pricing Schedule – firm prices): priced bill of quantities.
• MBD 4 (Declaration of Interest): discloses state employment or connections of directors, members and shareholders.
• MBD 6.1 (Preference Points Claim): claims B-BBEE and specific-goal points.
• MBD 7.1 (Contract Form – purchase of goods/services): signed by the successful bidder within 90 days of award notification.
• MBD 8 (Declaration of Bidder's Past Supply Chain Management Practices).
• MBD 9 (Certificate of Independent Bid Determination): certifies the price was set independently with no collusion or price disclosure.
• Form of Offer and Acceptance: compulsory.
• Authority of Signatory: board resolution authorising the signatory to bind the bidder.
• Certificate of Municipal Services: municipal account details for the bidder and its directors, declaring no undisputed arrears older than 30 days.
• Bid Conditions and Information, Terms of Reference, and General Conditions of Contract and Bid Requirements.

Disqualification risks

• Any returnable form omitted or left unsigned.
• Late, faxed or emailed bids.
• Unauthorised alteration or retyping of the bid document.
• No valid Tax Compliance Status attached.
• Municipal rates and taxes in arrears for more than three months without a settlement arrangement.

Checklist of documents to complete, sign and attach: Bid Conditions and Information; Invitation to Bid and bidder details; Terms of Reference; Pricing Schedule – firm prices; Form of Offer and Acceptance; Declaration of Interest; formal contract for services; Declaration of Bidder's Past Supply Chain Management Practices; Certificate of Independent Bid Determination; Authority of Signatory; and General Conditions of Contract and Bid Requirements. Also required: valid Tax Clearance Certificate, certified copies of directors' and owners' identity documents, CSD document, B-BBEE certificate, and the Certificate of Municipal Services declaration.

Evaluation stages

1. Compliance and responsiveness check.
2. Functionality evaluation — minimum qualifying score: 60 points. Bids scoring below 60 are disqualified and not evaluated further.
3. Price and preference points under the 80/20 system.

Preference point system: 80/20

• Price: 80 points.
• Specific goals: 20 points.
• Total: 100 points.

Functionality criteria

• Project leader is a member of a professional body in housing, planning or project management: 5 points.
• Master's degree in housing, planning, project and programme management (NQF Level 9): 4 points.
• Honours degree or postgraduate diploma in housing, planning or management (NQF Level 8): 3 points.
• Bachelor's degree or advanced diploma in housing, planning or management (NQF Level 7): 2 points.
• National diploma in administration or management (NQF Level 6): 1 point.
• Track record on similar housing, planning or project and programme management projects: 20 points (5 or more projects = 5; 4 = 4; 3 = 3; 2 = 2; 1 = 1). Physical verification of completed projects may be carried out.
• Relevant capacity and experience in formulating strategies and plans: 20 points.
• Approach methodology and implementation plan: 20 points.
• Detailed project budget and cash flow: 20 points.
• CVs and qualifications of the proposed professional team must be submitted; where work is outsourced, the same documents must be attached for those parties.

Note: the tender also states a functionality threshold of 65% (26 points) and that only the first responsive bidder will be appointed.

Specific goals (20 points)

• HDI (Black person): 10 points — certified ID copy.
• Youth: 2 points — certified ID copy proving age.
• Female: 2 points — certified ID copy; CSD used as proof of gender.
• Disability: 2 points — medical report and functional assessment report from a practitioner recognised by SASSA.
• JB Marks municipal jurisdiction: 2 points — municipal water and lights account, or a lease agreement older than 6 months with proof of payment to the landlord.
• Dr KK municipal jurisdiction: 2 points — same proof as above.

B-BBEE preference points (80/20)

• Level 1: 20; Level 2: 18; Level 3: 16; Level 4: 10; Level 5: 8; Level 6: 6; Level 7: 4; Level 8: 2; non-compliant: 0.
• An original or certified B-BBEE status level verification certificate must accompany the bid.
• No certificate or non-compliant contributor: zero of the 20 preference points.

Sub-contracting

• Bidders must state whether any part of the contract will be sub-contracted and, if so, the percentage, the sub-contractor's name, its B-BBEE status level and whether it is an EME or QSE.

Scope

• Develop and integrate the JB Marks Local Municipality Human Settlements Sector Plan (HSSP).

Required objectives of the plan

• Base human settlements and housing planning on credible data reflecting community needs.
• Align municipal plans with national and provincial human settlements priorities and inform provincial multi-year and annual performance plans and budgets.
• Treat human settlements planning as part of an integrated, proactive urban management strategy.
• Provide detailed housing project plans with an implementation and funding strategy.
• Set out an institutional structure and clarify stakeholder roles and responsibilities.
• Provide a monitoring and evaluation framework for the human settlements function.
• Present a proactive risk management strategy.
• Develop a communications plan.

Structure of the plan

• Section 1 — Context: legislative and policy environment (Constitution, Housing Act, National Housing Code, MFMA, MTSF targets), planning context, the municipality's roles and responsibilities, alignment with national, provincial and local planning, community consultation, and quantified housing demand (backlog, population growth, middle-income, gap market, subsidy and rental housing, informal settlements, and data sources such as Census 2001, the National Housing Demand database and municipal surveys).
• Section 2 — Strategic response: municipal vision for human settlements, objectives, strategies with measurable targets and indicators, and the national housing programmes the municipality wants accreditation for.
• Section 3 — Only for municipalities with Level 1 or 2 Accreditation, listing projects administered on behalf of the province with the Human Settlements Development Grant budget per project.
• Section 4 — Detailed project planning: integration with other sector plans, implementation plan with milestones and timeframes, project management systems, procurement of professional services, contract management systems, quality assurance functions, and operational governance and financial management.

Alignment

• The plan must align with the IDP, Spatial Development Framework, Infrastructure Master Plan and Capital Investment Framework, Land Use Management Strategy, Water Services Development Plan, Environmental Management Plan, Integrated Transport Plan, Local Economic Development Plan and other municipal strategic plans.

Deliverables

• A completed HSSP covering all four sections, with project milestones and timeframes for tracking.

Bidders must submit an approach methodology and implementation plan, scored at 20 points. The plan must set out clear and measurable targets and indicators for each strategy, take account of available national programme instruments, and include a detailed implementation plan with project milestones and timeframes, project management systems, procurement of professional services, contract management systems and quality assurance functions.

CVs and qualifications of the proposed professional team must be submitted, including for any outsourced team members. The project leader's professional body membership and academic qualifications are scored, from a Master's degree (NQF Level 9) at 4 points down to a national diploma (NQF Level 6) at 1 point. Track record on similar housing, planning or project and programme management work is scored at 20 points, with 5 points for five or more completed similar projects and 1 point for one; the department may physically verify completed projects. Relevant capacity and experience in formulating strategies and plans is scored at 20 points.

The detailed project planning section of the HSSP must describe the quality assurance functions in place, the project management and contract management systems, and the procurement of required professional services. Bids are opened in public immediately after closing, with bidder names and, where practical, bid amounts read out and recorded in a register open to public inspection.

The bill of quantities is priced per section (Sections 1 to 4), with a subtotal, VAT at 15% and a total. Bidders must indicate whether the bid price is firm and, if not, supply the applicable escalation information. The tender states that no pricing schedule was provided and that bidders are evaluated on compliance, functionality, pricing and preference points under the current Preferential Procurement Regulations. Rates are discussed and agreed with the responsible parties before the SLA is signed.

Pricing

• Bill of quantities priced per section (Sections 1 to 4), with subtotal, VAT at 15% and total.
• Bidders must state whether the bid price is firm; if it is not firm, the applicable escalation must be supplied.
• VAT must be included in all prices.
• Rates will be discussed and agreed with the responsible parties before the SLA is signed.
• The tender states that no pricing schedule was provided; evaluation covers compliance, functionality, pricing and preference points under the Preferential Procurement Regulations.

Contract costs

• The successful bidder carries all duties and costs on legal documents establishing the contract, plus surety and retentions.
• The Municipality is not liable for any costs a bidder incurs in preparing or submitting a bid.

Validity

• Bids remain valid for 90 days after the closing date.

Award

• Only the first responsive bidder will be appointed.

Registration and tax

• Register on the Central Supplier Database at www.csd.gov.za and verify company details with the JB Marks Supply Chain Management Unit; the Municipality may decline to award to unregistered suppliers.
• Submit a valid Tax Compliance Status (SARS TCS PIN or a printed TCS certificate); a CSD number is acceptable where no TCS is available.
• Consortia, joint ventures and sub-contractors: each party submits its own TCS certificate, PIN or CSD number.
• Foreign suppliers complete the pre-award questionnaire; if the entity has no RSA residency, branch, establishment, income or tax liability, a SARS PIN is not required.

B-bbee

• Submit an original or certified B-BBEE status level verification certificate with the bid; no certificate or non-compliant status scores zero of the 20 preference points.
• Submit an original CSD document with the bid.

Municipal accounts

• Provide municipal rates and taxes accounts for the bidding entity and its directors.
• Bidders or directors in arrears with any South African municipality for more than three months, without a settlement arrangement before closing, are disqualified.

Compulsory documents — failure to submit means automatic disqualification

• Company profile.
• Certificate of registration.
• Valid and current Tax Clearance Certificate.
• Company ownership status.
• Detailed CVs of staff.
• Standard bid documents.
• Central Supplier Database (CSD) registration.
• Authority letter to distribute or act as a reseller.
• Certified copies of directors' and owners' identity documents.
• Board resolution authorising the signatory.

Other

• No bid will be accepted from a person in the service of the state.
• Bidders may not contact the Municipality about their bid between bid opening and award; attempts to influence evaluation may lead to rejection.
• Local content requirement: none.

Preference points under the 80/20 system: Level 1 = 20, Level 2 = 18, Level 3 = 16, Level 4 = 10, Level 5 = 8, Level 6 = 6, Level 7 = 4, Level 8 = 2, non-compliant = 0. Original or certified B-BBEE status level verification certificates must accompany the bid; bidders without a certificate or who are non-compliant score zero of the 20 points. The 20 specific-goal points are allocated to HDI (Black person) 10, Youth 2, Female 2, Disability 2, JB Marks municipal jurisdiction 2 and Dr KK municipal jurisdiction 2, each requiring the stated proof documents.

The HSSP must show how human settlements planning integrates with the municipality's other strategic plans, including the Environmental Management Plan, the Spatial Development Framework, the Infrastructure Master Plan and Capital Investment Framework, the Water Services Development Plan, the Integrated Transport Plan, the Land Use Management Strategy and the Local Economic Development Plan.

General and Special Conditions of Contract apply in addition to the bid conditions. The successful bidder signs the contract form within 90 days of the award notification and carries all duties and costs on legal documents, surety and retentions. Contract documents are compiled in English and the English versions govern. If a contract is awarded on incorrect information supplied by the bidder, the Municipality may recover all costs, losses or damages it suffers. Take-over of the works is recorded through certificates of acceptance, with retention items rectified within the stated rectification period.

The successful bidder signs the contract form within 90 days of the award notification. No compulsory briefing session applies and no site or information meeting is held. Bidders may not contact the Municipality about their bid between bid opening and award; attempts to influence evaluation, comparison or award may lead to rejection. The Municipality may withdraw the invitation, re-advertise, reject any bid or accept part of it, and is not bound to accept the lowest bid. Bids must be submitted on the official forms and may not be retyped. The bid price must be firm; if not, escalation details must be supplied. Rates are agreed before the SLA is signed.

Compulsory documents, without which the bid is automatically disqualified: company profile, certificate of registration, valid and current Tax Clearance Certificate, company ownership status, detailed CVs of staff, standard bid documents, CSD registration, and an authority letter to distribute or act as a reseller. Bidders must be registered on the Central Supplier Database at www.csd.gov.za. A valid Tax Compliance Status must accompany the bid or the bid is invalidated, and each consortium, joint venture or sub-contractor party must submit its own. Municipal rates and taxes accounts are required for the bidding entity and its directors; arrears of more than three months without a settlement arrangement before closing disqualify the bid. A board resolution authorising the signatory must be attached. Bids remain valid for 90 days after closing.

Adjudication follows the Preferential Procurement Policy Framework Act, the 2017 Regulations and the JB Marks Supply Chain Management Policy: 80 points for price and 20 points for specific goals. Functionality is scored first, with a stated threshold of 65% (26 points) and a stated minimum of 60 points; bids below 60 points are disqualified and not evaluated further. Only the first responsive bidder is appointed. Functionality covers the project leader's professional body membership and qualifications, track record on similar projects, relevant capacity and experience, approach methodology and implementation plan, and a detailed budget and cash flow. B-BBEE points under the 80/20 system run from 20 points at Level 1 down to 2 points at Level 8, with zero for non-compliant contributors; original or certified B-BBEE certificates must be submitted.