Professional services for pops inventory, phase-out plan and socioeconomic assessment (24 months) – DFFE-B013 (26/27)

Closing date: 20 November 2026 at 11:00 AM.

No compulsory briefing or site visit mentioned.

Enquiries allowed only until at least 7 days before closing (i.e., 13 November 2026).

SCM enquiries:

• Contact: SCM Officials
• Role: Supply Chain Management
• Email: [email protected]
• Telephone: 012 399 9892

Technical enquiries: same as above (no separate technical contact listed).

Submission address (bid box):

Department of Forestry, Fisheries and the Environment

The Environment House

473 Steve Biko Road

Cnr Soutpansberg and Steve Biko Road

Arcadia, Pretoria/Tshwane

Service delivery address: same as submission address (project execution at DFFE offices).

Submission method: Physical deposit in bid box at Department of Forestry, Fisheries and the Environment, The Environment House, 473 Steve Biko Road, Cnr Soutpansberg and Steve Biko Road, Arcadia, Pretoria/Tshwane.

Electronic copy: One USB containing identical master bid document must be submitted with the physical copy.

Master document: One original bound master bid document required.

Closing time: 20 November 2026 at 11:00 AM. Late bids will not be accepted.

Returnable forms (all must be completed, signed and submitted):

• SBD 1 (Invitation to Bid): signed offer cover page.
• SBD 3.3 (Pricing Schedule – Professional Services): aligned to Annexure A pricing schedule.
• SBD 4 (Bidder’s Disclosure): declares interest, state employment, relationships.
• SBD 6.1 (Preference Points Claim): claims specific goals under 80/20 system.
• Joint venture/consortium agreement (if applicable): signed by all parties.
• Letter of Authority to sign on behalf of the company.
• Consent indemnity form: signed.
• Proof of CSD registration (CSD report or MAAA number) and valid tax compliance status (SARS tax pin).
• Valid B-BBEE status level verification certificate (SANAS accredited) or sworn affidavit (for EMEs/QSEs) or CIPC certificate.

Disqualification risks: missing or unsigned returnable forms; late submission; failure to meet mandatory requirements; bids from persons in service of the state or companies with directors in state service.

Evaluation phases:

1. Phase 1 – Pre-compliance: screening for administrative compliance (master document bound, USB copy, B-BBEE certificate/affidavit, CSD/tax pin, SBD 1, SBD 3.3, SBD 4, SBD 6.1, JV agreement if applicable, letter of authority, consent indemnity form).
2. Phase 2 – Mandatory requirements: professional registration certificates for Project Team Leader and Expert 1 with SACNASP, HPCSA or SACI; Expert 2 must hold diploma in Project Management. Non-compliance leads to disqualification.
3. Phase 3 – Functionality (minimum qualifying score: 60/100):

• Project plan & methodology (weight 5): covers 5 sub-headings (work breakdown, SMART milestones, resource allocation, risk identification, risk mitigation). Scored 5 to 0.
• Project Team Leader experience (weight 10): master’s degree in chemistry/environmental science/agrochemicals/environmental toxicology etc.; 10+ years = 5, 8–10 = 4, 6–8 = 3, 4–6 = 2, 2–4 = 1, <2 = 0.
• Expert 1 experience (weight 20): same qualification areas; same experience scoring.
• Expert 2 experience (weight 20): diploma in Project Management; 10+ years = 5, 8–10 = 4, 6–8 = 3, 4–6 = 2, 2–4 = 1, <2 = 0.
• Reference letters (weight 20): 5+ letters = 5, 4 = 4, 3 = 3, 2 = 2, 1 = 1, 0 = 0. Letters must relate to national inventory, chemicals profile, NIP, NAP, chemicals risk assessment, regulatory/policy development, or socio-economic assessment of chemicals.

Total functionality points: 100.

4. Phase 4 – Price and Preference Points (80/20 system):

• Price: 80 points (formula Ps = 80[1 – (Pt – Pmin)/Pmin]).
• Specific goals: 20 points for >50% ownership by Black people, OR >50% ownership by Women, OR >50% ownership by people with disabilities (only one goal claimed).
• To claim preference points: submit completed signed SBD 6.1, valid B-BBEE certificate/affidavit, CSD registration report/number.

Award to highest combined points provided all phases passed.

Scope: Develop inventory, phase-out plan, and socioeconomic assessment for phasing out persistent organic pollutants under Stockholm Convention.

Chemicals covered:

• Listed POPs: dicofol, methoxychlor, chlorpyrifos, medium-chain chlorinated paraffins, long-chain perfluorocarboxylic acids, their salts and related compounds.
• Unintentional production POPs: polybrominated dibenzo-p-dioxins, dibenzofurans, mixed polybrominated/chlorinated dibenzo-p-dioxins.

Work packages:

1. Inventory study (up to 2026): identify, outline, quantify production, quantities, formulation, imports, exports, transportation, distribution, uses per sector and in articles/products, contaminated sites, waste, obsolete stock, packaging, treatment, disposal; importer details, permitting, tariff codes, pricing; releases to environment (soil, water, air) and emission trends; POPs sources, existing/discharged quantities, stock/contaminated sites inventory, disposal/recycling opportunities.
2. Phase-out plan: chemical-specific plans with risk reduction options to protect human health and environment, ensure clean circular economy.
3. Socioeconomic impact assessment: identify safer, technically and economically feasible, accessible alternatives; indigenous alternatives; hazard profile of alternatives to avoid regrettable substitution.
4. Stakeholder engagement: identify and map stakeholders; conduct consultations; compile report with workshops, database, interviews, meetings, outcomes, attendance registers, photographs (POPIA compliant, consent obtained).
5. Regulatory assessment: effectiveness of POPs Regulations and enforcement.

Deliverables (7 reports):

1. Project Inception Report
2. Inventory Study Report
3. Phase-out Plan
4. Socioeconomic Impact Assessment Report
5. Stakeholder Engagement Report
6. Regulatory Assessment Report
7. Close-out Report

Project duration: 24 months from signing of SLA and issuance of official order.

Team composition: Project Team Leader, Expert 1, Expert 2 (each with specified qualifications and experience).

CVs must use Annexure B template; each person assigned to only one role.

Required methodology components (part of functionality evaluation):

• Detailed project plan with structured work breakdown.
• Milestones and deliverables: SMART targets.
• Resource allocation: identification of required personnel, tools, resources per task.
• Risk identification approach.
• Risk mitigation approach: recommended mitigation measures for identified risks.

Bidders must provide a proposed detailed project plan covering all five sub-headings to score maximum points.

Team qualifications and experience requirements:

Project Team Leader:

• Master’s degree in chemistry, environmental chemistry, environmental science (specialising in chemistry), agrochemicals, environmental toxicology, ecotoxicology, human toxicology and environmental health (chemical safety), or natural sciences.
• Professional registration with SACNASP, HPCSA, or SACI.
• Experience in project management and development of national inventory/chemicals profile of agrochemicals/industrial chemicals, NIP, NAP, national chemicals initial assessment of chemicals and waste MEAs, chemicals risk assessment and management.
• Experience scoring: 10+ years = 5, 8–10 = 4, 6–8 = 3, 4–6 = 2, 2–4 = 1, <2 = 0.

Expert 1:

• Same qualification and registration requirements as Project Team Leader.
• Same experience areas and scoring (weight 20).

Expert 2:

• Minimum diploma in Project Management.
• Experience in project management and regulatory/policy development in chemicals or socio-economic assessment of chemicals.
• Experience scoring: 10+ years = 5, 8–10 = 4, 6–8 = 3, 4–6 = 2, 2–4 = 1, <2 = 0 (weight 20).

Reference letters: from reliable, contactable contracting institutions on letterhead, signed, indicating competency, duration, successful completion of projects in qualifying areas (national inventory, chemicals profile, NIP, NAP, chemicals initial assessment, chemicals risk assessment, regulatory/policy development, socio-economic assessment). Points based on number of compliant letters (5+ = 5, 4 = 4, 3 = 3, 2 = 2, 1 = 1, 0 = 0).

CVs must use Annexure B template; each person assigned to only one role.

Pricing schedule (Annexure A / SBD 3.3) requires a ceiling price for the total project inclusive of all costs, expenses, and VAT (15%).

Line items for each deliverable with proposed expert name and cost:

1. Project Inception Report
2. Inventory Study Report
3. Phase-out Plan
4. Socioeconomic Impact Assessment Report
5. Stakeholder Engagement Report
6. Regulatory Assessment Report
7. Close-out Report

Subtotal, VAT 15%, Total Project Cost.

Bidder must align bid price with Annexure A; SBD 3.3 price takes precedence in case of discrepancy.

Offer valid for 120 days from closing date.

Travel costs between home and DFFE office not reimbursed.

DFFE may negotiate price with recommended bidder only.

Pricing format: Ceiling price (total project cost) inclusive of all expenses and applicable taxes (VAT 15%).

Pricing schedule (Annexure A / SBD 3.3): line items for each of the 7 deliverables with proposed expert name and cost; subtotal, VAT 15%, total project cost.

Offer validity: 120 calendar days from closing date; department may extend validity with written notice.

Price negotiation: DFFE reserves right to negotiate price with recommended bidder only.

Travel costs: costs between home and DFFE office not reimbursed.

No bid security, performance bond, guarantee, or retention mentioned.

Payment terms: not detailed in extracted text (section 12 referenced but not provided).

Mandatory compliance:

• Central Supplier Database (CSD) registration: CSD report or MAAA number required.
• Tax compliance: valid SARS tax compliance status pin or printed TCS certificate; each JV/consortium party must submit separate.
• B-BBEE: valid B-BBEE status level verification certificate (SANAS accredited) or sworn affidavit (EMEs/QSEs) or CIPC certificate; must be submitted to claim preference points.
• Professional registration: Project Team Leader and Expert 1 must hold valid registration with at least one of SACNASP (Natural Science), HPCSA, or SACI.
• Expert 2 must hold minimum diploma in Project Management.
• Standard bidding documents: SBD 1, SBD 3.3, SBD 4, SBD 6.1 completed and signed.
• Joint venture/consortium agreement (if applicable) signed by all parties.
• Letter of Authority to sign on behalf of company.
• Consent indemnity form signed.
• No bids accepted from persons in service of the state, companies with directors in state service, or close corporations with members in state service.
• Local content: not specified.
• CIDB grading: not applicable (non-construction).

No specific occupational health and safety requirements detailed in the extracted document. The project involves chemical risk assessment and environmental health aspects, but no explicit HSE plan or safety certification requirements are stated.

Environmental focus: the entire assignment addresses persistent organic pollutants (POPs) under the Stockholm Convention. The inventory must quantify releases to environment (soil, water, air) and emission trends. Phase-out plans must protect environment and ensure clean circular economy. Socioeconomic assessment must consider hazard profiles of alternatives to avoid regrettable substitution. Regulatory assessment evaluates effectiveness of POPs Regulations. No separate environmental impact assessment or sustainability requirements beyond the core scope.

Additional evaluation details:

• Pre-compliance checks 11 administrative items (master document, USB, B-BBEE, CSD/tax, SBD 1, SBD 3.3, SBD 4, SBD 6.1, JV agreement, letter of authority, consent indemnity).
• Mandatory requirements: professional registration certificates for Team Leader and Expert 1; diploma for Expert 2.
• Functionality scoring breakdown as detailed in evaluationCriteria section.
• Price evaluation uses 80/20 formula; specific goals points allocated as per B-BBEE section.
• Award to highest combined points subject to meeting all phases.
• DFFE reserves right to seek clarity, request additional information, verify documents; failure to respond within prescribed timeframe may lead to disqualification or forfeiture of points.