Programme-level gap analysis and structuring assessment for the dr ruth segomotsi mompati district municipality water supply turnaround programme

Closing date: 11 September 2026 at 11h00. Non-compulsory briefing session: 2 September 2026 at 11h00 via Teams. Meeting link: https://teams.microsoft.com/meet/33268970088688?p=Xn7F1IPH4RtHq7tKjw. Enquiries must be submitted within three (3) days after the RFP is issued.

Non-compulsory briefing session: Date 2 September 2026, Time 11h00, Venue Via Teams. Meeting link: https://teams.microsoft.com/meet/33268970088688?p=Xn7F1IPH4RtHq7tKjw

Procurement Specialist: Ntombifikile Mokgeseng, email [email protected], telephone 011 269 3767. Enquiries must be forwarded within three (3) days after the RFP is issued. No enquiries entertained after closing date.

Submit electronically only to the dedicated SharePoint link: https://idcza-my.sharepoint.com/:f:/g/personal/moitlisim_idc_co_za/IgBAKc9gSjrCRoEBcDAzf2arAav9_HN-7foEeoQtaycg_n0. Bids sent to any other address will be disqualified. Bids must be received by 11 September 2026 at 11h00. Late or incomplete bids will be disqualified. Bidders are advised to submit at least 30 minutes before the deadline. IDC email servers accept up to 50MB; IDC not responsible for incorrect address, inaccessible formats, security breaches, network congestion, or file size over 50MB. Amended bids must be marked 'Amendment to bid' and received before closing. Returnable documents include: Schedule 1 (Executive Summary), Schedule 2 (Board Resolution, ID copy of Company Representative, Annexure 2 Acceptance of Bid Conditions, Annexure 3 Tax Compliance, Annexure 4 Bidder's Disclosure, Annexure 5 Shareholders and Directors, Annexure 6 BEE Commitment Plan, Annexure 7 Disclosure Statement, Annexure 8 POPIA, Statement of Financial Position, JV/Consortium/Subcontracting Agreement if applicable), Schedule 3 (Response to Section 2 Functional Requirements using Annexure 1 format), Schedule 4 (Price Proposal in separate file).

Returnable schedules: Cover page (RFP number, description, bidder name); Schedule 1: Executive Summary; Schedule 2: Board Resolution (certified), ID copy of Company Representative, Annexure 2 (Acceptance of Bid Conditions and Bidder's Details), Annexure 3 (Tax Compliance), Annexure 4 (Bidder's Disclosure), Annexure 5 (Shareholders and Directors), Annexure 6 (BEE Commitment Plan with B-BBEE certificate or sworn affidavit for EME/QSE), Annexure 7 (Disclosure Statement), Annexure 8 (POPIA), Statement of Financial Position (audited/reviewed financials or cashflow budget), Joint Venture/Consortium/Subcontracting Agreement if applicable. Schedule 3: Response to Section 2 Functional Requirements using Annexure 1 format. Schedule 4: Price Proposal (separate file marked Schedule 4).

Evaluation in phases: Phase 1 Initial Screening (compliance with RFP requirements, CSD checks, tax compliance, BEE status, submission of all required documents). Phase 2 Technical/Functionality: Mandatory functional requirements (non-compliance leads to disqualification). Other functional criteria with weightings: Bidder's Experience 30, Proposed Methodology 30, Proposed Project Plan 10, Qualifications and Skills of Key Personnel 30. Minimum qualifying score for functionality is 70%. Phase 3 Preference Point System (80/20): Price 80, Specific Goals 20. Specific Goals: Black ownership (100% = 10 points, 51-99.99% = 4 points), 30% Black women ownership 5 points, any % Black Designated Groups 2 points, Promotion of SMMEs (EME/QSE) 3 points. Only direct Black shareholding with exercisable voting rights qualifies. Phase 4 Objective Criteria: award to highest scoring bidder unless objective criteria justify otherwise. Objective criteria include reputational risk, concentration risk, financial capability, past performance in IDC contracts.

Scope: Conduct a programme-level gap analysis and needs/demand assessment for the Dr Ruth Segomotsi Mompati District Municipality Water Turnaround Programme, as precursor to full feasibility studies. The programme comprises three interventions: Vryburg Direct Potable Reuse Plant (serving Greater Taung and Naledi Local Municipalities), Bloemhof Dam to Vryburg to Kagisano-Molopo Bulk Water Pipeline (serving all five local municipalities), and Spitskop Dam to Taung Bulk Water Supply Scheme (serving Greater Taung and Naledi). Work areas: a) Validation of Existing Work and Gap Analysis - consolidate, review, critically assess existing studies, validate assumptions, assess compliance with National Treasury Infrastructure Planning and Appraisal Guideline and ISA Five Case Model, identify gaps, engage stakeholders. Output: gap analysis matrix per intervention. b) Needs and Demand Assessment - high-level validation of water demand/supply, validate assumptions, identify demand-side risks, assess whether interventions address long-term water security. Output: demand validation report per intervention. c) Programme Structuring Assessment - determine whether to advance as integrated programme or separate projects, considering technical interdependencies, institutional/governance, procurement, funding/BFI, risk. Output: recommendation with rationale. d) Financing and Funding Assessment - assess financing options (BFI, RBIG, DFI, PPP, concessions, SPV, blended finance), implications for procurement, risk, institutional, timelines, tariff/revenue constraints. Output: financing assessment and funding matrix per intervention. e) Phasing and Sequencing Recommendations - recommend order and timing for advancing to feasibility, considering readiness, urgency, funding maturity, interdependencies, capacity. Output: phased implementation roadmap. Key deliverable: integrated Programme Gap Analysis and Structuring Report with executive summary (max 5 pages), gap analysis matrix, demand validation, structuring recommendation, financing matrix, phased roadmap, draft ToR for feasibility studies. All supporting data in editable format. Present findings to Project Working Committee and DRRSMDM.

Proposed methodology must demonstrate understanding of project objectives and deliverables, be tailored to the project, adaptable to changing requirements, and include quality management, risk management, stakeholder management, and governance frameworks. The project plan must align with the maximum six (6) months duration from appointment, including duration of each stage/phase. Methodology must cover: Validation of Existing Work and Gap Analysis, Needs and Demand Assessment, Options Analysis (Technical, Cost effectiveness, Environmental, Institutional Capacity & Legal), Programme Structuring Assessment, Risk Assessment and Sensitivity analysis, Financing and Funding Assessment, Phasing and Sequencing Recommendations.

Bidder's Experience: demonstrate experience as Lead Transaction Advisor in developing business cases for water and sanitation, municipal bulk infrastructure, including technical, financial, commercial, and implementation planning components. Provide at least 3 reference projects completed within last 10 years, with contact person's name, designation, email, and telephone. Key Personnel: Project Lead (Finance Specialist or Civil Engineer with minimum 8 years' post-registration experience in infrastructure transaction advisory, registration with SAICA, SAIPA, CFA Institute, CIMA, or PrEng), Finance Specialist (bachelor's degree, professional registration with SAICA/SAIPA/CFA/CIMA, 7+ years in infrastructure finance including financial modelling and project finance structuring), Environmental Specialist (NQF Level 7, EAPASA registration, 7+ years in environmental/social impact assessments for water/wastewater), Civil Engineer (NQF Level 8, ECSA registration, 7+ years in water/wastewater infrastructure). Submit team structure, CVs, valid registration certificates, SAQA verification for international qualifications.

All prices must be VAT inclusive and in ZAR. Rates must be firm for full contract period unless otherwise stated. All additional costs must be included in Total Bid Price. If price linked to exchange rate, indicate clearly. Payments linked to deliverables after approval, within 30 days of invoice. Cost breakdown required per activity/deliverable with resources and hours. Disbursements must be clearly defined; if no charge, state 'No Charge / Free of Charge' otherwise IDC may penalise. Summary of proposal: number of resources, project duration in hours and months. Total bid price must be stated.

Bidders must be registered on the Central Supplier Database (CSD) and be tax compliant with SARS, providing written confirmation. B-BBEE minimum level 7. B-BBEE certificate or sworn affidavit for EME (revenue < R10m) or QSE (revenue R10m-R50m) required. Certified copy of Board Resolution authorising signatory. Certified ID copy of Company Representative. If Prime Contractor with subcontractors, Prime Contractor must not hold lower percentage of contract value than any subcontractor. Submit Statement of Financial Position (latest audited/reviewed financials or cashflow budget for new entities). If JV/Consortium/Subcontracting, submit signed agreement. Bidders must prepare for possible presentation within 5 days of notification. All costs of preparation for bidder's account; supporting documents become IDC property unless otherwise stated.

IDC promotes transformation; bidders encouraged to partner with black owned entities (50%+1 black owned and controlled) via JV or subcontracting. Bidders must submit a partnership/subcontracting proposal detailing portion of work outsourced and level of involvement. B-BBEE certificates or sworn affidavits for EME/QSE must be submitted. This is considered in Specific Goals scoring.

Environmental Specialist required: minimum NQF Level 7 in Environmental Management, professional registration with EAPASA or equivalent, at least 7 years' experience in environmental and social impact assessments for water and/or wastewater infrastructure projects. The assignment includes Options Analysis considering environmental factors. Existing environmental challenges: Blue Drop score approximately 48%, Green Drop score approximately 42%, indicating significant risks relating to potable water quality management and wastewater treatment performance.

Contract will be a supply agreement with an SLA to measure, monitor, and assess supplier performance. Assignment must be completed within six (6) months from appointment. Project Working Committee (PWC) established at inception, ISA chairs, Service Provider provides secretariat. Within two weeks of appointment, submit Inception Report and Information Request Matrix. Provide fortnightly progress reports. Draft report by Month 4 for review, final report and PowerPoint by Month 6. Bidders must prepare for possible presentation within 5 days of notification. Offer remains binding during bid validity period. Successful bidder accepts full responsibility for contract execution. All costs of preparation for bidder's account; supporting documents become IDC property unless otherwise stated.

Bid responses must be submitted in electronic format only, to the dedicated SharePoint link provided. Bids sent to any other address will be disqualified. Bids must be received by 11 September 2026 at 11h00. Late or incomplete bids will be disqualified. Bidders are advised to submit at least 30 minutes before deadline. IDC email servers accept up to 50MB. IDC not responsible for incorrect address, inaccessible formats, security breaches, network congestion, or file size over 50MB. Amended bids must be marked 'Amendment to bid' and received before closing.

Bid responses must be in English. Bidders responsible for all costs. Company bids must be signed by a person authorised by a Board Resolution, a certified copy of which must be submitted. Bidders must be tax compliant with SARS and provide written confirmation. If a Prime Contractor with subcontractors, the Prime Contractor must not hold a lower percentage of contract value than any subcontractor. Bidders must prepare for a possible presentation within 5 days of notification. Bidders confirm correctness of bid, prices cover all work, and accept mistakes at their own risk. Successful bidder accepts full responsibility for contract execution. All costs of preparation are for bidder's account; supporting documents become IDC property unless otherwise stated.

All enquiries regarding this RFP must be forwarded to the Procurement Specialist Ntombifikile Mokgeseng at [email protected], telephone 011 269 3767, within three (3) days after the RFP has been issued. No enquiries from bidders will be entertained after the closing date of this RFP and during the subsequent evaluation processes. IDC reserves the right to clarify any information with any bidder regarding their response to this RFP.