B-bbee strategy development & services RFQ – NLC 12-Month contract – gauteng

Closing date: 25 September 2026 at 11:00 (South African time).

Bid validity period: 120 days from closing date.

Formal briefing session: None.

RFQ issue date: 16 September 2026.

Bidding procedure enquiries:

• Contact: Supply Chain Management
• Telephone: 012 432 1300
• Email: [email protected]

Technical enquiries:

• Contact: Penelope Soyingwa
• Telephone: 012 432 1414
• Email: [email protected]

General queries may also be sent to:

• Kamogelo Motlhamme: [email protected]

Submission address: e-Tender portal (online). No physical address.

Submission method: e-Tender portal (online only). No physical submissions accepted.

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

• SBD 1 (Invitation to Bid): serves as the offer cover page.
• SBD 6.1 (Preference Points Claim Form): claims B-BBEE preference points under the 80/20 system.
• SBD 4 (Declaration of Interest): discloses any relationship with state employees or other entities.
• Pricing schedule (Annexure B): complete with all rates.
• Proof of CSD registration (CSD summary report).
• Valid SARS Tax Compliance PIN or TCS certificate.
• Original signed POPIA consent form.
• Valid B-BBEE certificate or sworn affidavit (for EMEs/QSEs).
• If in a joint venture, a signed JV agreement.
• Abridged CV of the proposed project manager (max 4 pages).
• Written reference letters from clients for similar services rendered in the past 5 years.
• Detailed methodology and implementation plan.

Disqualification risks:

• Late or incomplete submissions.
• Any required form missing or unsigned.
• Altering the scope or terms of the RFQ.
• Being involved in more than one bid for this RFQ.
• Attempting to canvass NLC personnel between closing and award.
• Failure to disclose all CSD-registered companies linked to directors (SBD 4).
• Failure to extend bid validity period in writing if requested (will not be considered further).

Stages:

1. Closing and submission compliance (on time, correct portal).
2. Administrative compliance: all required documents submitted.
3. Mandatory compliance: SBD 4, pricing schedule, JV agreement (if applicable).
4. Technical proposal evaluation (minimum qualifying score: 75 out of 100).

• Company experience (5 points): based on years providing similar services.
• Reference letters (15 points): points for years of relevant experience from client letters.
• Project manager experience (25 points): years of relevant experience developing B-BBEE strategies.
• Methodology and approach (25 points): comprehensiveness covering 5 required activities.
• Implementation plan (15 points): detailed plan with deliverables and timeframes.

5. Pricing and specific goals (80/20 system):

• Price (80 points): calculated using formula Ps = 80(1 - (Pt - Pmin)/Pmin).
• Specific goals (20 points): black ownership (max 8), women ownership (max 4), black youth ownership (max 4), disability ownership (max 4).

6. Due diligence: NLC may verify information through site visits or document checks.
7. Contract negotiation and award.

Only bidders achieving the minimum 75% on technical evaluation proceed to price and specific goals. The top eight highest-scoring bidders on price and specific goals may be considered.

Objective: Develop a comprehensive B-BBEE strategy and provide related services to the National Lotteries Commission (NLC) for 12 months. The NLC currently holds a Level 8 B-BBEE rating and needs to improve to Level 1.

Scope of work:

• Conduct a gap analysis of the NLC's B-BBEE environment.
• Provide a detailed action plan with costing to address gaps, targeting Level 1 accreditation within 12 months.
• Focus workshops with key personnel on B-BBEE legislation, elements, and scorecard improvement.
• Skills transfer to custodians and pillar heads over the contract period.
• Develop a robust 5-year B-BBEE strategy.
• Ongoing professional consultation and advice, including a dedicated project manager to assist with verification files and audit preparation.
• Advisory services on B-BBEE compliance, scorecard improvements, and policy development.
• Monitoring and reporting: develop a monitoring framework, assist with report preparation, support audits.
• Training and capacity building: staff awareness sessions and internal B-BBEE management capacity building.

Deliverables:

• A robust B-BBEE strategy with goals, targets, action plans, and monitoring mechanisms.
• Comprehensive gap analysis and mitigating plans (priority and non-priority elements).
• B-BBEE strategic report.
• Professional advice and skills transfer records.
• Quarterly and annual B-BBEE progress reports.

Reporting: Monthly progress reports, attendance at project steering committee meetings, risk escalation, and a final project close-out report. Reports to the NLC B-BBEE Specialist.

The technical evaluation scores the methodology and approach (25 points) and implementation plan (15 points).

Methodology must cover five activities: robust B-BBEE strategy with goals, targets, action plans, monitoring mechanisms; comprehensive gap analysis with priority elements; B-BBEE strategic report; skills transfer; quarterly and annual progress reports.

Scoring is based on the number of activities covered in detail and the quality of documentation (organisation, clarity, use of visual aids).

Implementation plan must detail deliverables and timeframes as per scope. Scoring based on number of deliverables covered comprehensively (out of 5).

Company experience (5 points): points based on years of demonstrated experience in developing B-BBEE strategies, ESD strategy, implementation plans, transfer of skills, and gap analysis (0 points for no experience, up to 5 points for >10 years).

Reference letters (15 points): written letters from clients for similar services rendered in the past 5 years. Points based on years of relevant experience (1 point for 1-2 years, up to 5 points for 5 years or more). Multiple letters from one company count as one reference.

Project manager experience (25 points): abridged CV (max 4 pages) showing years of experience in developing B-BBEE strategies, implementation plans, transfer of skills, and gap analysis. Scoring from 0 (less than 1 year) to 5 (5 years or more).

Pricing must be submitted using the schedule provided in Annexure B. No further details are given in the document.

Pricing format: Complete the pricing schedule in Annexure B. No other financial requirements (bid security, bonds, guarantees, or retention) are mentioned. The 80/20 preference point system applies (price 80 points, specific goals 20 points). No turnover or financial capacity thresholds stated.

Mandatory registrations:

• Central Supplier Database (CSD) registration: provide CSD number and CSD summary report.
• SARS tax compliance: provide valid Tax Compliance PIN or TCS certificate.

B-bbee:

• Submit a valid B-BBEE certificate or sworn affidavit (EMEs/QSEs).
• Claim specific goals points via SBD 6.1 using ownership documentation (IDs, CIPC reports, CSD report, doctor's letter for disability).

Other:

• CIPC registration (implied by ownership documentation).
• No CIDB grading required (this is a service, not construction).
• Local content: not explicitly required, but National Industrial Participation Program mentioned for imported content – likely not applicable.
• SBD 4 (Declaration of Interest) and SBD 9 (Certificate of Independent Bid Determination – implied in boilerplate).

Contract duration: 12 months, effective from appointment, SLA signing, or as directed by NLC.

Bid validity: 120 days from closing (bid remains binding for this period).

No services may commence without an official NLC purchase order.

NLC may amend, withdraw, or terminate the RFQ at any time without liability.

The RFQ document takes precedence over any attached documents.

Bidders must not make news releases without NLC consent.

All intellectual property arising from the contract vests with NLC.

Material changes in control or composition of the bidder must be reported to NLC SCM in writing; NLC may disqualify at its discretion.

Additional evaluation details: The technical proposal evaluation uses a 6-point rating scale (0=Unacceptable to 5=Excellent). The methodology and implementation plan are assessed on clarity, organisation, and comprehensiveness. Only bidders scoring a minimum of 75/100 on the technical evaluation proceed to pricing and specific goals. The 80/20 system applies with price 80 points and specific goals 20 points. Specific goals are allocated as: black ownership (max 8), women ownership (max 4), black youth ownership (max 4), disability ownership (max 4). Proof of ownership must be submitted (IDs, CIPC report, CSD report, doctor's letter).