Specialist Report Writing Services for First Home Finance, 5-year Report.

purpose of this RFQ is to solicit quotations from suitable service providers. To produce / package the integrated annual report which includes the conceptualisation of the principle themes and sub-themes of the integrated reports, and, if required, the development of clear strategic narratives to contextualise and clarify disclosures. The integrated annual report sets out how the organisation's strategy, governance, performance and prospects lead to the creation of value. The purpose of the NHFC’s integrated annual report is to explain to stakeholders how it works, and to provide a balanced accurate reflection of the entity’s strategy, performance and future outlook. The integrated annual report is an integral part of public entities reporting, and it is in accordance with the national treasury guidelines, PFMA, IIRC framework.

report to be delivered on 30 April 2026. Time schedules: The assignment is expected to run over a period of eight (8) weeks to conclude with the submission at end of April 2026. RETURNABLE DOCUMENTS SECTION 4 EVALUATION CRITERIA Evaluation of bids received will be conducted in three (03) phases as follows: Phase 1 – Administrative Compliance Requirements This stage checks and validates the bidders’ compliance to the legal requirements to conduct business in South Africa, as well as to the industry requirement for the supply of goods and services. All SBDs must be submitted (signed) noting where it is not applicable. If any specific SBD is not submitted, documentary proof, clearly stating the reason must be attached. No. Description of requirement a) Company Registration Documents b) Copies of Directors’ ID documents; c) Valid BBBEE Certificate from a SANAS accredited rating agency (Original or Certified) or affidavit signed by the Commissioner of Oath d) Valid Tax Clearance Certificate (must be valid on closing date of submission of the proposal) and SARS Issued Pin e) CSD report / CSD reference number f) Company Profile h) Pricing Schedule Mandatory i) SBD1: Invitation to bid j) SBD 4: Bidders disclosure k) SBD 6: Preference Point Claim Form in Terms of Preferential Procurement Regulations 2022 NB: if the bidder failed to comply with any of the Administrative Compliance Requirements, or if the NHFC is unable to verify whether the Administrative Compliance Requirements are met, then the NHFC reserves the right to:

forms, annexures and addendums shall be signed and completed and returned with the Bid Document as a whole. The lowest or any Bid will not necessarily be accepted. Phase 2 – FUNCTIONALITY EVALUATION CRITERIA

material must be provided for the elements below.

bidders scoring a minimum of 70 points out of 100 points on functional evaluation criteria will be considered for price and specific goals valuation. Criteria Points BIDDER’S PAST RELEVANT EXPERIENCE AND TRACK RECORD Bidder must demonstrate relevant experience in this scope of engagement dealing with writing of integrated reports, producing/compiling financial/non-financial reports and must submit three (03) reference letters 25 within the previous 8 years. The reference letters must be in the referees’ letterhead and the bidder must submit PDFs of three different entities or companies Integrated Annual Reports completed in the last eight (8) years that align with reference letters submitted. Submitted client reference letters to contain at least the following information:

reference letters must be on referee’s letterheads and signed by the referee

details of the referee To demonstrate knowledge and experience, the bidder must submit a minimum of three (03) client reference letters where the bidder has successfully concluded similar work and complexity within the past eight (08) years (2018 – 2026).

relevant reference letters in producing/compiling financial/non-financial reports 3 relevant reference letters and 3 annual 25 points reports 2 relevant reference letters and 2 annual 15 points reports 1 relevant reference letter and 1 annual 10 points report Non-submission of relevant reference 0 points letters and no annual report KEY PERSONNEL EXPERIENCE AND QUALIFICATIONS The bidder must propose and include the following key team members with the following qualifications, skills and experience as a minimum

The CVs must clearly demonstrate in-depth knowledge and experience in the roles of Head Writer/Content Writer/ Proofreader in the structuring and writing of integrated annual reports for public /private sector entities, with each role requiring a minimum of eight (08) years’ experience. (Detailed CVs, qualifications and copies of certificates must be submitted) Criteria Points

how NHFC applies the Integrated Reporting Framework focusing on reporting on the six capitals. Approach and Methodology align to the scope of 30 points work (all requirements covered) Approach and Methodology partially meet the 20 points objects of the scope of work (some requirements not covered) No approach and methodology 0 Points Project Plan 10The bidder must submit a project plan with clear timelines outlining the scope of work within the specified eight (08) week timeframe. Project plan aligns with the requirements in the 10 points scope of work and is within the project lead times Project plan has longer lead time than those 5 points stipulated in the scope of work No project plan 0 Points Phase 3 - Price and Preference Evaluation As the bid price is estimated to be below R50 million, the bid responses will be evaluated on the 80/20-point system. As per the table below, price is evaluated over 80 points and preference points over 20: 1 Price 80 points 2 Specific Goals 20 points # Specific Goal Proof Points Allocation 1 South African citizen who had no • Company Registration Certification (CIPC) 7 franchise in national elections prior to • Certified identification documentation of the introduction of the Constitution of company director/s the Republic of South Africa, 1983 (Act • CSD report/ CSD registration number ) or the Constitution of the (MAAA number) Republic of South Africa, 1996. (Minimum >50% ownership or more) 2 Woman Ownership >50% • Company Registration Certification (CIPC) 8

report / CSD registration number (MAAA number). PRICING SCHEDULE Quoted price must include all costs that will be incurred during the duration of the project, TABLE 1: SPECIALIST REPORT WRITING SERVICES FOR FIRST HOME FINANCE 5-YEAR REPORT NUMBER OF UNIT COST TOTAL NO ITEM DESCRIPTION REPORTS PER REPORT COST (VAT (VAT Excl.) Excl.) 1 Writing and editing of the Annual Report 1 Sub Total (VAT Excl.) VAT @ 15% GRAND TOTAL INCLUDING (VAT Incl..) RETURNABLE DOCUMENT SECTION 5 NHFC GENERAL CONDITIONS OF PURCHASE General NHFC and the Supplier enter into an order/contract on these conditions to supply the items (goods/services/works) as described in the order/contract. Conditions These conditions form the basis of the contract between NHFC and the Supplier. Notwithstanding anything to the contrary in any document issued or sent by the Supplier, these conditions apply except as expressly agreed in writing by NHFC. No servant or agent of NHFC has authority to vary these conditions orally. These general conditions of purchase are subject to such further special conditions as may be prescribed in writing by NHFC in the order/contract. Local Content Obligations Bidders are to note that the Local Content commitments made by the successful Bidder(s) will be incorporated as a term of the contract and monitored for compliance. Should the successful Bidder fail to meet its Local obligations, non-compliance penalties shall be applicable. Breach of Local Content obligations also provide NHFC cause to terminate the contract in certain cases where material non- compliance with Local Content requirements are not achieved. Price and payment The price or rates for the items stated in the order/contract may include an amount for price adjustment, which is calculated in accordance with the formula stated in the order/contract. The Supplier may be paid in one currency other than South African Rand. Only one exchange rate is used to convert from this currency to South African Rand. Payment to the Supplier in this currency other than South African Rand, does not exceed the amounts stated in the order/contract. NHFC pays for the item within 30 days of receipt of the Suppliers correct tax invoice. Delivery and documents The Supplier’s obligation is to deliver the items on or before the date stated in the order/contract. Late deliveries or late completion of the items may be subject to a penalty if this is imposed in the order/contract. No payment is made if the Supplier does not provide the item as stated in order/contract. Where items are to be delivered the Supplier: Clearly marks the outside of each consignment or package with the Supplier’s name and full details of the destination in accordance with the order and includes a packing note stating the contents thereof; On dispatch of each consignment, sends to NHFC at the address for delivery of the items, an advice note specifying the means of transport, weight, number of volume as appropriate and the point and date of dispatch; Sends to NHFC a detailed priced invoice as soon as is reasonably practical after dispatch of the items, and states on all communications in respect of the order the order number and code number (if any). Containers / packing material Unless otherwise stated in the order/contract, no payment is made for containers or packing materials or return to the Supplier. Title and risk Without prejudice to rights of rejection under these conditions, title to and risk in the items passes to NHFC when accepted by NHFC. Rejection If the Supplier fails to comply with his obligations under the order/contract, NHFC may reject any part of the items by giving written notice to the Supplier specifying the reason for rejection and whether and within what period replacement of items or re-work are required. In the case of items delivered, NHFC may return the rejected items to the Supplier at the Supplier’s risk and expense. Any money paid to the Supplier in respect of the items not replaced within the time required, together with the costs of returning rejected items to the Supplier and obtaining replacement items from a third party, are paid by the Supplier to NHFC. In the case of service, the Supplier corrects non-conformances as indicated by NHFC. Warranty Without prejudice to any other rights of NHFC under these conditions, the Supplier warrants that the items are in accordance with NHFC’s requirements, and fit for the purpose for which they are intended, and will remain free from defects for a period of one year (unless another period is stated in the Order) from acceptance of the items by NHFC. Indemnity The Supplier indemnifies NHFC against all actions, suits, claims, demands, costs, charges and expenses arising in connection therewith arising from the negligence, infringement of intellectual or legal rights or breach of statutory duty of the Supplier, his subcontractors, agents or servants, or from the Supplier’s defective design, materials or workmanship. The Supplier indemnifies NHFC against claims, proceedings, compensation and costs payable arising out of infringement by the Supplier of the rights of others, except an infringement which arose out of the use by the Supplier of things provided by NHFC. Assignment and sub-contracting The Supplier may not assign or subcontract any part of this order/contract without the written consent of NHFC. Termination NHFC may terminate the order/contract at any time (without prejudice to any right of action or remedy which has accrued or thereafter accrues to NHFC): If the Supplier defaults in due performance of the order/contract, or if the Supplier becomes bankrupt or otherwise is, in the opinion of NHFC, in such financial circumstances as to prejudice the proper performance of the order/contract, or for any other reason in which case the Supplier will be compensated for all costs incurred. Governing law The order/contract is governed by the law of the Republic of South Africa and the parties hereby submit to the non- exclusive jurisdiction of the South African courts. SECTION 6 SBD 4 RETURNABLE DOCUMENT BIDDER’S DISCLOSURE PURPOSE OF THE FORM Any person (natural or juristic) may make an offer or offers in terms of this invitation to bid. In line with the principles of transparency, accountability, impartiality, and ethics as enshrined in the Constitution of the Republic of South Africa and further expressed in various pieces of legislation, it is required for the bidder to make this declaration in respect of the details required hereunder. Where a person/s are listed in the Register for Tender Defaulters and / or the List of Restricted Suppliers, that person will automatically be disqualified from the bid process. Bidder’s declaration Is the bidder, or any of its directors / trustees / shareholders / members / partners or any person having a controlling interest1 in the enterprise, employed by the state? YES/NO If so, furnish particulars of the names, individual identity numbers, and, if applicable, state employee numbers of sole proprietor/ directors / trustees / shareholders / members/ partners or any person having a controlling interest in the enterprise, in table below. Full Name Identity Number Name of State institution Do you, or any person connected with the bidder, have a relationship with any person who is employed by the procuring institution? YES/NO If so, furnish particulars: ................................................................................................ ................................................................................................ Does the bidder or any of its directors / trustees / shareholders / members / partners or any person having a controlling interest in the enterprise have any interest in any other related enterprise whether or not they are bidding for this contract? YES/NO If so, furnish particulars: ........................................................................................ ........................................................................................

specific requirements found