Development of enterprise architecture (ea) and ICT strategy for shra (12-month contract, ≤ r50m)

Compulsory briefing session: Wednesday, 09 September 2026 at 10H00 via Microsoft Teams (link: https://teams.microsoft.com/meet/345897874539162?p=q2aVHattHf4RNURIJG). Clarification queries deadline: Friday, 18 September 2026 at 16H00 (e-mail only to [email protected], bid number must be quoted). Closing date and time: 25 September 2026 at 11H00. Contract period: 12 months from award.

SCM/clarifications contact: e-mail [email protected] (telephonic queries not accepted). Bid submission address: SHRA tender/bid box or reception (physical address not specified in document). Bid number for all correspondence: SHRA/RFB/ADMIN/02/202627.

Submission method: one hard copy and one soft copy on USB, both sealed in a clearly marked envelope showing the company name, bid description and bid number SHRA/RFB/ADMIN/02/202627. The USB must contain the bid document in PDF format. Faxed or e-mailed bids are not accepted. Bids must be delivered to the SHRA tender/bid box or reception before the closing time; late bids (even one second after 11H00) will not be considered. Returnable documents (all must be completed, signed and submitted): SBD 1 (Invitation to Bid), SBD 3.3 (Pricing Schedule), SBD 4 (Declaration of Interest), SBD 6.1 (Preference Points Claim), original or certified copy of a valid B-BBEE certificate (or sworn affidavit for EMEs/QSEs), initialled General Conditions of Contract (Annexure A), technical approach (Part 7), team CVs (Part 8), at least three contactable reference letters for similar EA/ICT strategy projects (Part 9), and proof of CSD registration (Part 10). Disqualification risks: any returnable form left unsigned or omitted; bid received after closing time; failure to attend the compulsory briefing session; team leader not TOGAF Level 2 certified; fewer than three valid reference letters; non-compliant tax status on CSD.

Four-stage evaluation: (1) Technical mandatory requirements — team leader must hold TOGAF® Enterprise Architecture Practitioner certification (Level 2); (2) Functionality — minimum 70% threshold out of 100%, weighted as follows: Proposed Technical Approach (15%), Company Experience — at least four reference letters for EA/ICT strategy projects in past five years (30%), Project Team Experience — three or more CVs with relevant experience, ICT qualifications and TOGAF Practitioner certification (25%), Project Management Plan addressing all scope areas with delivery within 5 months for maximum score (15%), Skills Transfer Plan covering five scoped areas (15%); (3) Price — 80 points (80/20 system applies as estimated value ≤ R50 million); (4) Specific Goals — 20 points: Women ownership (10 points on sliding scale), Youth/Persons with disabilities ownership (10 points on sliding scale). Bidders scoring below 70% on functionality are eliminated; only qualifying bids proceed to price and specific goals scoring. Presentations may be required for qualifying bidders (60% functionality score + 40% presentation score). Objective criteria: if top two bidders are within 15 points, award may go to the bidder with higher specific goals score. Final award subject to tax compliance per CSD.

Scope: develop Enterprise Architecture (EA) and ICT Strategy for SHRA aligned to Government Wide Enterprise Architecture (GWEA) and TOGAF. Key deliverables (all submitted in draft, finalised after SHRA review): As-Is EA across business, data, application, technology, security, governance/compliance domains; To-Be EA target state; EA Gap Analysis Report; Five-Year EA Roadmap; Five-Year ICT Strategy and Implementation Plan; Prioritised Project Portfolio with indicative budgets; EA Governance Framework; Configured cloud-based EA tool (modelling, visualisation, roadmap, impact analysis, dashboards, AD/CMDB integration, role-based access); Business Process Repository and Modelling Capability (cloud-based, process hierarchies, document management, version control, SOP loading, training); GWEA Alignment and Compliance Matrix; Training and Knowledge Transfer (user/admin guides, templates, handover). Team leader must be TOGAF Level 2 certified. Bidder must provide technical approach, organogram, resource allocation table, work plan with timelines, team CVs (max 2 pages each), and at least three contactable reference letters for similar EA/ICT strategy projects in past five years. Estimated bid value: ≤ R50 million (all taxes included). Travel/accommodance per National Treasury rates (economy flights, Group B vehicles, Instruction Note rates).

Methodology must follow TOGAF/GWEA framework. Required approach: (1) Develop As-Is EA across six domains (business, data, application, technology, security, governance/compliance); (2) Develop To-Be EA target state across same domains; (3) Gap analysis and sequenced five-year roadmap; (4) Five-year ICT Strategy and Implementation Plan informed by EA; (5) Prioritised project portfolio with indicative budgets, dependencies, risks, measurable outcomes; (6) EA Governance Framework (principles, policies, standards, structures, roles, decision-making, compliance, repository maintenance); (7) Provide, configure and implement secure cloud-based EA tool supporting modelling, visualisation, current/target/transition states, roadmap, impact/dependency/risk analysis, dashboards, AD/CMDB integration, role-based access, artefact loading; (8) Provide and implement cloud-based business process repository integrated with EA tool (process modelling, hierarchies, document management, ownership, approvals, version control, SOP loading, training); (9) GWEA alignment and compliance matrix; (10) Training and knowledge transfer on EA methodology, governance, tool and repository. Bidder must submit detailed technical approach, organogram, resource allocation table (hours per task per team member), and work plan with timetable justifying activity sequencing and duration.

Company experience: at least four contactable reference letters on client letterhead (not older than five years) for Enterprise Architecture and/or ICT Strategy projects covering scope items; letters must describe services provided and include contact details (name, phone, email). Scoring: 1 letter = 1 point; 2-3 letters = 2 points; 4 letters = 3 points; 5 letters = 4 points; 6+ letters = 5 points (30% weight). Team: three or more CVs (max 2 pages each) with experience in EA development, ICT Strategy, business process, SOPs, EA tool implementation; must include ICT qualifications and TOGAF Practitioner certification. Team leader must be TOGAF Level 2 certified. Scoring: ≤2 CVs or missing qualifications/certification = 1 point; 3 CVs with 4-9 years' experience + qualifications/certification = 2 points; 3+ CVs with 10 years' experience + qualifications/certification = 3 points; 3+ CVs with 11-15 years' experience + qualifications/certification = 4 points; 3+ CVs with 16+ years' experience + qualifications/certification = 5 points (25% weight). Project management plan must address all scope areas; delivery within 5 months scores 5 points (15% weight). Skills transfer plan covering five scoped areas scores 5 points (15% weight).

Quality expectations embedded in deliverables: all outputs must be version-controlled, approved by SHRA, and submitted electronically in professional, stakeholder-ready formats. EA tool must support audit trails, version control, dashboards, reporting and collaboration. Business process repository must support document management, ownership, approvals, version control and reporting. Training and knowledge transfer includes user/administrator guides, templates and training materials. Security architecture assessment references ISO/IEC 27001 and NIST frameworks. Governance, risk and compliance architecture assessment covers ICT governance structures, policies, standards, roles, decision rights, risk management and compliance arrangements. No explicit ISO 9001 or other quality management system certification required.

Pricing schedule (SBD 3.3) requires all-inclusive cost per project excluding disbursements. Travel costs claimed at agreed rates at contracting time; economy class flights; Group B rental vehicles; accommodation per National Treasury Instruction Note rates. Additional value-added services must be priced separately in the pricing schedule. Estimated contract value ≤ R50 million (all taxes included). 80/20 preference point system applies. No bill of quantities or schedule of rates format specified beyond SBD 3.3. Payment schedule/milestones not detailed in extracted text.

Pricing schedule (SBD 3.3): all-inclusive cost per project excluding disbursements. Travel costs claimed at agreed rates at contracting time; economy class flights; Group B rental vehicles; accommodation per National Treasury Instruction Note rates. Additional value-added services priced separately in pricing schedule. Estimated contract value not exceeding R50 million (all applicable taxes included). 80/20 preference point system applies. No explicit performance bond, guarantee or insurance requirements stated. Payment terms not detailed in extracted text.

Mandatory: CSD registration (proof via CSD forms); valid tax compliance status (per CSD); B-BBEE certificate (original/certified copy) or sworn affidavit for EMEs (≤ R10 million turnover) or letter from Accounting Officer/Auditor; team leader TOGAF® Enterprise Architecture Practitioner Level 2 certification; at least three contactable reference letters on client letterhead for EA/ICT strategy projects in past five years; completion and signature of SBD 1, SBD 3.3, SBD 4, SBD 6.1; initialling of General Conditions of Contract (Annexure A); attendance at compulsory briefing session; confidentiality agreement and POPI Act compliance. JV/consortium: consolidated B-BBEE scorecard or sworn affidavit per entity. Specific goals points for Women ownership (10) and Youth/Disability ownership (10). Minimum functionality score 70%. No CIDB or professional body registration requirements stated.

Contract duration: 12 months. Intellectual property: all deliverables, documentation, software (source and object code), tools, reports, data, designs, concepts and methodologies vest in SHRA; service provider assigns all IP rights to SHRA; no further document needed for cession; IP clause survives termination. Confidentiality: all SHRA information, data and project outputs are confidential; service provider may not disclose or use for other clients without written approval; confidentiality agreement and POPI Act compliance required. Non-compete: service provider may not engage in competing business/venture without SHRA's prior written consent. Non-compliance with delivery terms: immediate written notice to SHRA; SHRA may invoke GCC remedies. Warranties: service provider warrants ability to conclude agreement to SHRA's satisfaction. Waiver: no waiver of breach prejudices remedies for continuing/other breaches; no indulgence operates as waiver. Retention: on termination, service provider must hand over all documentation, information, software etc. without right of retention. Amendments: only valid if in writing and signed by both parties. General Conditions of Contract (Annexure A) apply and must be initialled on each page. SHRA reserves right to appoint multiple providers, cancel/delay process, exclude services, or not award. Adjudication Committee makes final award; successful bidder must meet 70% functionality threshold and be tax compliant per CSD.

Functionality evaluation (100% weight, 70% minimum): Proposed Technical Approach (15%) — scored 1-5 on coverage of 10 scope areas (3.5.1–3.5.10) and 11 deliverables (3.6.1–3.6.11); Company Experience (30%) — scored 1-5 on number and relevance of reference letters (1 to 6+); Project Team Experience (25%) — scored 1-5 on CV count, years' experience (4-9, 10, 11-15, 16+), qualifications and TOGAF Practitioner certification; Project Management (15%) — scored 1-5 on plan comprehensiveness and delivery timeline (5 months for max score); Skills Transfer (15%) — scored 1-5 on number of scoped areas covered (1 to 5+). Presentations may adjust functionality score (60% written + 40% presentation). Price (80 pts) and Specific Goals (20 pts) evaluated only for bidders meeting functionality threshold. Objective criteria: if top two within 15 points, award to higher specific goals scorer. Final award by Adjudication Committee subject to 70% functionality and tax compliance.