Description
Appointment Of A Panel Of Preferred Service Provider For The Business Support Programme
T02/01/13
APPOINTMENT OF A PANEL OF
PREFERRED SERVICE PROVIDER FOR
THE BUSINESS SUPPORT
PROGRAMME
(ADDING TO THE EXISTING PANEL)
CLOSING DATE: MONDAY, 11 FEBRUARY
2013 AT 12:00 NOON
Industrial Development Corporation
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TABLE OF CONTENTS
SECTION 1: GENERAL CONDITIONS OF BID 3
1. Proprietary Information 4
2. Enquiries 4
3. Bid Validity Period 4
4. Instructions on submission of Tenders 4
5. Preparation of Bid Response 5
6. Supplier Performance Management 5
7. IDC’s Rights 6
8. Undertakings by the Bidder 6
9. Reasons for disqualification 7
10. Response Format (Returnable Schedules) 8
11. Evaluation Criteria and Weightings 9
SECTION 2: TECHNICAL REQUIREMENTS SPECIFICATION 10
1. Special instructions to bidders 11
2. Background Information 11
3. Purpose of this Tender 12
4. Background Information 12
5. Types of Consultants Required 16
6. General Minimum Requirements for Consultants 17
7. Tender Response 18
8. Technical Evaluation Criteria 20
SECTION 3: PRICE PROPOSAL 21
SECTION 4: ANNEXURES 23
SECTION 5: APPENDICES 30
Industrial Development Corporation
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SECTION 1: GENERAL CONDITIONS OF BID
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1. Proprietary Information
Industrial Development Corporation of SA Ltd (IDC) considers this Tender and all related
information, either written or verbal, which is provided to the respondent, to be proprietary
to IDC. It shall be kept confidential by the respondent and its officers, employees, agents
and representatives. The respondent shall not disclose, publish, or advertise this
specification or related information to any third party without the prior written consent of
IDC.
2. Enquiries
All communication and attempts to solicit information of any kind relative to this Bid should
be channelled to:
Contact person (all technical questions should be in writing)
Name: Ms Shirley Mampuru
Telephone Number: +27 11 269 3583
Fax Number: 086 210 3583
Email address: [email protected]
3. Bid Validity Period
Responses to this tender received from vendors will be valid for a period of 120 days
counted from the closing date of the tender.
4. Instructions on submission of Tenders
4.1 Tenders should be submitted in duplicate (2 hard copies) all bound in a sealed
envelope endorsed, T02/01/13: Appointment of the panel of preferred service
providers for Business Support Programme; and one electronic copy (on CD) in
PDF format. The sealed envelope must be placed in the tender box at the Main
Reception area of the IDC Building, 19 Fredman Drive Sandton by no later than 12:00
noon on Monday, 11 February 2013. BIDDERS ARE NOT ALLOWED TO SUBMIT
TENDERS AT IDC REGIONAL OFFICES.
4.2 Tenders must be submitted in a prescribed response format herewith reflected as
Response Format.
4.3 The closing date, company name and the return address must also be endorsed on the
envelope.
4.4 If a courier service company is being used for delivery of the tender document, the
tender description must be endorsed on the delivery note/courier packaging to ensure
that documents are delivered into the tender box.
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4.5 No tender received by telegram, telex, email, facsimile or similar medium will be
considered.
4.6 Where a tender document is not in the tender box at the time of the tender closing,
such a tender document will be regarded as a late tender. Late tenders may not be
considered.
4.7 Amended tenders may be sent in an envelope marked “Amendment to tender” and
should be placed in the tender box before the closing time.
5. Preparation of Bid Response
5.1 All the documentation submitted in response to this bid must be in English.
5.2 The tenderer is responsible for all the cost that they shall incur related to the
preparation and submission of the tender document.
5.3 Tenders submitted by Companies must be signed by a person or persons duly authorised
thereto by a resolution of a Board of Directors, a copy of which Resolution, duly certified
be submitted with the Tender.
5.4 Bidders should check the numbers of the pages to satisfy themselves that none are
missing or duplicated. No liability will be accepted by IDC in regard to anything arising
from the fact that pages are missing or duplicated.
5.5 A list of all references (minimum of 3) must be included in the bid response.
5.6 A valid tax clearance certificate must be included in the bid response.
5.7 A copy(s) of certificates from the organizations/ bodies that the tenderer is affiliated to
must be included in the bid response.
6. Supplier Performance Management
Supplier Performance Management is viewed by the IDC as critical component in
ensuring value for money acquisition and good supplier relations between the IDC and all
its suppliers.
The successful bidder shall upon receipt of written notification of an award, be required to
conclude a Service Level Agreement (SLA) with the IDC, which will form an integral part of
the supply agreement. The SLA will l serve as a tool to measure, monitor and assess the
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supplier‘s performance level and ensure effective delivery of service, quality and value-
add to IDC’s business.
Bidders are required to comply with the above condition, and also provide a scorecard on
how their product / service offering is being measured to achieve the objectives of this
condition.
7. IDC’s Rights
7.1 The IDC is entitled to amend any tender conditions, validity period, specifications, or
extend the closing date of tenders before the closing date. All tenderers, to whom the
tender documents have been issued, will be advised in writing of such amendments in
good time.
7.2 The IDC reserves the right not to accept the lowest tender or any tender in part or in
whole. It normally awards the contract to the tenderer who proves to be fully capable of
handling the contract and whose tender is technically acceptable and/or financially
advantageous to the IDC.
7.3 The IDC reserves the right to award this tender to a purely empowerment company or
may award this tender on condition that a joint venture with an empowerment company
is formed. This will be added to the criteria when evaluating the tenders.
7.4 The IDC reserves the right to award this tender as a whole or in part without furnishing
reasons.
7.5 IDC reserves the right at all material times to extend the scope of work relating to this
tender to include all or some of the IDC’s Subsidiaries. Should this be the case, as a
result thereof all the relevant implications will be negotiated between the IDC and the
successful tenderer.
8. Undertakings by the Bidder
8.1 The bidder hereby offer to render all or any of the services described in the attached
documents to the IDC on the terms and conditions and in accordance with the
specifications stipulated in this Tender documents (and which shall be taken as part of,
and incorporated into, this Proposal at the prices inserted therein).
8.2 Tenders submitted by Companies must be signed by a person or persons duly authorised
thereto by a resolution of a Board of Directors, a copy of which Resolution, duly certified
be submitted with the Tender.
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8.3 The bidder shall prepare for a possible presentation should IDC require such and the
tenderer shall be notified thereof no later than 4 (four) days before the actual
presentation date.
8.4 The bidder hereby agree that the offer herein shall remain binding upon him/her and
receptive for acceptance by the IDC during the validity period indicated and calculated
from the closing hour and date of the Tender; this Proposal and its acceptance shall be
subject to the terms and conditions contained in this tender document.
8.5 The bidder furthermore confirm that he/she has satisfied himself/herself as to the
correctness and validity of his/her Tender response that the price(s) and rate(s) quoted
cover all the work/item(s) specified in the Tender response documents and that the
price(s) and rate(s) cover all his/her obligations under a resulting contract and that
he/she accept that any mistakes regarding price(s) and calculations will be at his/her
risk.
8.6 The bidder hereby accept full responsibility for the proper execution and fulfilment of all
obligations and conditions devolving on him/her under this agreement as the Principal(s)
liable for the due fulfilment of this contract.
9. Reasons for disqualification
9.1 The IDC reserves the right to disqualify any bidder which does any one or more of the
following, and such disqualification may take place without prior notice to the offending
bidder, however the bidder will be notified in writing of such disqualification:
9.1.1 bidders who do not submit a valid and original Tax Clearance Certificate on the
closing date and time of the bid;
9.1.2 bidders who submitted incomplete information and documentation according to
the requirements of this bid document;
9.1.3 bidders who submitted information that is fraudulent, factually untrue or
inaccurate information;
9.1.4 bidders who received information not available to other vendors through
fraudulent means; and/or
9.1.5 bidders who do not comply with mandatory requirements as stipulated in this
bid document.
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10. Response Format (Returnable Schedules)
Tenderers shall submit their responses in accordance with the response format specified
below (each schedule must be clearly marked):
10.1 Cover Page: (the cover page must clearly indicate the tender reference number,
tender description and the tenderer’s name)
10.2 Schedule 1:
10.2.1 Annexure 1 of this tender document (duly completed and signed)
10.2.2 Annexure 2 of this tender document (duly completed and signed)
10.2.3 Original and Valid tax clearance certificate(s);
10.2.4 Certified copies of your CIPRO company registration documents listing all
members with percentages, in case of a CC. Or latest certified copies of all share
certificates in case of a company;
10.2.5 BEE Certificate verified by a SANAS accredited verification agency or a letter
from the bidder’s auditor (option only for Exempted Micro Enterprises with annual
turnover less than R5 million);
10.3 Schedule 2
10.3.1 Section 2 of this tender document (duly completed)
10.3.2 Company Profile
Note: If a Consortium, Joint Venture or Subcontractor, the documents listed above
(10.2.1-4 & 10.3.2) must be submitted for each Consortium/ JV member or
subcontractor.
10.4 Schedule 3: Annexure 3 of this document (duly completed and signed)
NB: THE BIDDER MUST SUBMIT SEPARATE SCHEDULE 3 FOR EACH CHOSEN
AREA OF SPECIALISATION AND THIS MUST BE CLEARLY MARKED AS DIRECTED
IN ANNEXURE 3 OF THIS DOCUMENT.
10.6 One (1) CD with all Schedules listed above
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11. Evaluation Criteria and Weightings
Tenders shall be evaluated in terms of the following parameters:
11.1 Technical
Bids will be evaluated in accordance with the following technical criteria:
11.1.1 Non-Mandatory Requirements
With regard to non-mandatory technical requirements, the following criteria and the
weightings will be applicable:
ELEMENT WEIGHT
Bidder’s (Consulting Firm) Relevant Experience 60%
Experience, Skills and Qualifications of the Team (individual consultants) 40%
TOTAL
100%
Note: The minimum qualifying score for functionality is 70%. All tenders that fail to achieve the
minimum qualifying score on functionality shall not be considered for further evaluation on Price
and BEE.
11.2 Preference Point System
CRITERIA POINTS
Price 90
BEE 10
TOTAL 100 points
.
Industrial Development Corporation
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SECTION 2: TECHNICAL REQUIREMENTS SPECIFICATION
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SECTION 2: TECHNICAL REQUIREMENTS SPECIFICATION
1. Special instructions to bidders
1.1 Should a vendor have reasons to believe that the requirement Specification is not open
and/or is written for a particular brand or product or service provider; the bidder shall
notify IDC Procurement within five (5) days after publication of the bid.
1.2 Bidders shall provide full and accurate answers to the questions posed in this
document, and, where required explicitly state either “Comply/Not Comply” regarding
compliance with the requirements. Bidders must substantiate their response to all
questions, including full details on how their proposal/solution will address specific
functional/ technical requirements, failure to substantiate may lead to the bidder being
disqualified. All documents as indicated must be supplied as part of the bid response.
Failure to comply with Mandatory Requirements may lead to the bidder being
disqualified.
2. Background Information
IDC is a self-financing state-owned national development finance institution that provides
financing to entrepreneurs and businesses engaged in competitive industries. Its primary
objectives are to contribute to the generation of balanced, sustainable economic growth in
Africa and to the economic empowerment of the South African population, thereby
promoting the economic prosperity of all citizens. It achieves this by promoting
entrepreneurship through the building of competitive industries and enterprises based on
sound business principles.
IDC’s Operations Head Office provides business support services to prospective and
existing IDC clients through the Business Support Programme (BSP). Business support is
provided through IDC’s head office and the regional offices established in all the provinces
of South Africa. The BSP focuses predominantly on small and medium enterprises
(SMEs). The aim of the BSP is to promote the long-term viability and sustainability of
IDC-funded businesses and the promotion of entrepreneurship through consultancy
services and training.
The BSP has been expanded to include Socio-Economic Development (SED) services.
SED services assist business partners to facilitate the establishment of legal entities (such
as workers trusts, community trusts, and cooperatives) to realise imperative Broad-Based
Black Economic Empowerment (BBBEE) objectives. The SED objective is to promote
equity ownership in companies through the above-mentioned legal entities. The SED
function also includes the Nguni Cattle project, which is implemented in rural areas in
various provinces. The Nguni Cattle project seeks to promote the development and
growth of Nguni cattle farming, thereby empowering rural communities through
commercial farming activities.
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The BSP engages outsourced consultants to provide the above mentioned business
support and socio-economic development services. The consultancy costs are generally
shared equally between the IDC and its business partners.
Whenever training needs are identified among business support and SED clients BSP
invites IDC’s Capacity Building Department to provide training to entrepreneurs, trusts and
cooperatives through external service providers.
3. Purpose of this Tender
The IDC has a panel of preferred BSP consultants that are used/ engaged on an ad hoc
basis to render services to the IDC and its clients. The IDC wishes to expand the current
panel of BSP consultants in order to close the gaps relating to skills and geographic
representation. Therefore, service providers that are currently listed in the panel
need not apply.
4. Background Information
BSP provides technical assistance to its clients in the form of management consulting,
advice, guidance, mentoring and B-BBEE consulting. Various Strategic Business Units
(SBUs) and departments within IDC would request business support services from the
BSP on behalf of their clients. The BSP engages outsourced consultants/experts to
provide the services.
Hereunder is the process that BSP follows leading to the engagement of the
consultants/experts:
• BSP receives an enquiry from the SBU/department.
• BSP screens the enquiry to ensure fit with the BSP mandate.
• BSP conducts an investigation to determine business support needs,
intervention objectives, estimated costs and timeframe for the intervention.
These issues are included in the Terms of Reference (ToR) for each
intervention.
• The client representatives, the BSP representative and SBU/department
representative all sign the ToR to indicate agreement on the content of the
ToR.
• Business support funding approval is requested from the relevant IDC
funding authority.
• The BSP identifies the appropriate consultant(s) on the business support
database of consultants for engagement with the client.
• BSP contacts the consultant(s) identified and, if available for engagement,
is required to provide an Action Plan for the intervention, which must be
acceptable to the client and IDC.
• BSP issues a Letter of Engagement to the consultant(s) to be signed-off
before engaging with the client.
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Consultant(s) implements and submits reports, timesheets and invoices on a regular basis
as per the ToR and/or the Letter of Engagement. The BSP provides ongoing monitoring
of the performance of the consultant(s) to ensure compliance with the ToR. The
consultant(s) submits an exit report on completion of the intervention. No invoice is paid
without supporting reporting documentation.
4.1 Engagements and Demands
An engagement with a client ranges from as little as a few days to an average of about
60 man days. There is usually an initial stage where the bulk of hours are used in
analysis, design and implementation of a solution, with a tail-end of monitoring that
could go on for up to two years afterwards.
IDC’s current client base is approximately 1,246 clients. Approximately 64% of new
finance approvals in the last financial year were for SMEs who could potentially receive
business support.
IDC’s principle is that the BSP shares business support intervention consultancy costs
with clients, generally on a 50/50 basis.
4.2 Instances where Business Support may be required
IDC provides funding in two broad instances. The one instance is when IDC receives
applications from existing or prospective clients and the other is when IDC develops its
own projects. Applications are covered in 4.2.1 and Projects in 4.2.2 below.
4.2.1 Applications
Applications (non-projects) definition: An existing business, looking to expand;
acquisitions of a company; or a future business for which a bankable feasibility study /
business plan has been completed and IDC’s pro-active hands-on involvement is not
required to develop it.
This section covers the instances when IDC receives applications from entrepreneurs
to finance their existing or future businesses. In cases where the entrepreneurs and
managers in those enterprises have limited business management skills and
experience or face management challenges then business support intervention
would be required.
This usually happens with small and medium-sized enterprises (SMEs) where
entrepreneurs and managers, together with their staff (and in some cases members
of the board of directors) may require support and training to improve their
management abilities to run their businesses successfully. Business support could
be provided in areas such as general management, marketing and sales,
production, finance and accounting, human resources and organizational
development, policy development, corporate governance, strategy and business
planning, etc.
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Below are some examples of the types of clients that would require business
support:
4.2.1.1 Clients in the pre-establishment phase
• Prospective clients that require assistance to improve their business plans
in order to apply for IDC funding.
• Workers, communities and groups of entrepreneurs may require assistance
to form and register legal entities, such as Workers Trusts, Community
Trusts and Cooperatives.
4.2.1.2 Clients in the start-up phase
• Clients that need assistance and guidance to commence business.
• Clients needing assistance in dealing with teething problems.
• Clients involved in acquisition of going concerns and require assistance
with transition into the new management regime.
• Clients with limited management experience who require support.
• Clients requiring assistance with the establishment of processes, systems
and controls in various functions in their businesses.
• Clients requiring support in financial management and reporting.
• Assistance to comply with corporate obligations (e.g. tax, environmental,
health and safety, corporate governance, BBBEE, skills development,
HIV/AIDS, etc.).
• Workers and community trusts, and cooperatives may require assistance
with the initial management of their legal entities when they commence
business.
4.2.1.3 Clients in the growth phase
• Clients requiring assistance with industry and market research.
• Clients requiring assistance with product development.
• Clients expanding their operations.
• Clients requiring assistance with the analysis and improvement of
processes, systems and controls in various functions in their businesses.
• Clients requiring support in financial management and reporting.
• Clients requiring assistance in improving sales performance.
4.2.1.4 Clients in the maturity phase
• Clients requiring support to consolidate their operations
• Clients requiring to put the business on a new growth path.
4.2.1.5 Clients in the decline phase
• Clients in decline or distress and require assistance to overcome their
challenges.
• Clients requiring business turnaround or re-engineering.
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4.2.1.6 Clients with ad-hoc requests
• On an ad hoc basis SED would require consultants with expertise to
conduct socio-economic impact study in IDC funded and supported trusts
and cooperatives.
• SED will also require consultants with rural development and land reform
expertise to assist in facilitation of the release of land for IDC/ business
partners investments.
• From time to time it may be required that consultants assist the Nguni cattle
farmers with research and development (R&D) to beneficiate the cattle
skins by producing competitive commercial products.
• Any other business related client requests not specifically mentioned
above.
4.2.2 Project development
Project definition: An existing business looking to expand or a future business that
will require substantial pro-active hands-on involvement (could entail e.g. IDC
involvement on the project steering committee, etc.) from amongst others, the SBU,
in progressing the project through to bankable feasibility stage (BFS) and/or
implementation. IDC funding will most likely be in the form of equity type funding.
Please note: In the case where an application can be referred to the Business
Support Programme (BSP) for assistance with the development of the business plan
only (without having engaged in the project idea, pre-feasibility and feasibility
phases), then it is not classified as a project.
The normal phases of a typical project are as follows:
4.2.2.1 Project idea/Screening/Scoping phase: The initial phase during which IDC is
either approached with a project idea or identifies one itself. During this phase
IDC conducts a brief techno-economic evaluation and determines whether it is in
IDC’s interest to pursue the idea further.
4.2.2.2 Desk study/Pre-feasibility phase: During this phase a pre-feasibility study on
the potential business assessment, key success factors, and conceptual design
basis on the project idea is conducted. The activities are mainly desktop driven,
based on best estimates, but could include some expenses, such as travel and
utilization of consultants. Should the project idea reflect sufficient viability, the
identification of potential operating partners could commence during this phase.
4.2.2.3 Feasibility/Pilot plant/Exploration phase: The detailed study on the viability of
the project idea is often undertaken in conjunction operating partners. All aspects
such as market potential, technology, raw materials, need for pilot plant work,
capital and operating cost estimates, finance structuring and environmental
impact are evaluated in detail. The final output of this phase for a successful
project idea is a bankable document and project report achieving sanctioning by
the IDC board.
4.2.2.4 Pre-implementation: This phase entails compliance to all conditions set by the
different parties as well as obtaining all the statutory approvals.
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4.2.2.5 Implementation: The full-scale implementation, which includes detail
engineering procurement, construction and commissioning up to handing over to
the owners.
4.2.2.6 Aftercare/Monitoring: Once a project is fully operational.
4.3 Use of Consultants
The BSP makes use of consultants to provide business support to IDC clients. Before
a consultant is engaged with a client, terms of reference are documented to outline the
nature of consulting work to be performed, the issues to be addressed and desired
outcome, the time frame and budget. A suitable consultant is selected from the panel
that best matches the following criteria:
• Skills, knowledge and experience relevant to the client’s business and
industry/sector.
• Consulting expertise appropriate for task at hand.
• Proximity to the client, and/or willingness to travel to client’s business
premises.
• Availability when required.
• Competitive consulting rates
5. Types of Consultants Required
The IDC intends to add onto its current BSP panel service providers with certain types of
skills, knowledge, experience and expertise that would be used to provide business
support assistance to its clients. Mainly business support requires the following types of
consultants:
• Consultants with generalist skills
• Consultants with expertise in specific industries/sectors or sub-sectors
• Consultants with expertise in specific functions
• Mentors
Below is a brief explanation of the above consultant groupings (Please refer to Appendix
A of this document for the specifications of required services):
5.1 Consultants with Generalist Skills (General Business Support)
These are consultants with knowledge, skills, or interest in several business
management areas or functions but with no specialty. For example they would have
consulting skills in the areas of policy and governance, business strategy, general
management, marketing, sales, finance, accounting, human capital, production, etc.
These consultants must be able to support clients’ management and members of the
board of directors of their companies in planning, analyzing and implementing
interventions. They would also be expected to monitor implementation by the clients.
They must also have the ability to coach, mentor, handhold and nurture entrepreneurs,
board members, managers and employees.
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5.2 Consultants with industry/sector or sub-sector expertise (Industry/Sector
Experts)
These are consultants with industry/sector or sub-sector specific expertise. They will
be required to provide expert consulting services in specific industries, sectors or sub-
sectors, which would be in line with IDC’s mandate and strategic business units
(SBUs).
5.3 Consultants with expertise in specific functions (Functional Management Areas)
The BSP may need to engage consultants with expertise in the following
functions/activities:
• Business turnaround
• Business process reengineering
• Preparation and auditing of financial statements
• Legal interventions with establishment of trusts and cooperatives
• Quality certification or Accreditation
• Marketing
• Sales
• Change management
• Human capital
• Productivity
• Business diagnosis
• Accounting and finance
• Policy development
• Business strategy
5.4 Mentors
Mentoring is a practical approach to helping entrepreneurs to develop their own
abilities and insights as they start and grow their business. It is a relationship between
a mentor and a mentee in which experimentation, exchange and learning can occur
and skills, knowledge and insight can be developed.
6. General Minimum Requirements for Consultants
6.1 The consultants must possess the following attributes:
• Ability to plan, analyze, implement and monitor business support interventions
• Monitor client’s activities, and help the client correct failures or introduce
improvements in the business
• Demonstrate the financial impact of any decision made in a business
• Ability to prepare comprehensive intervention reports on progress achieved
• Ability to account for one’s consulting activities and accurately prepare
timesheets and invoices for work done
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• Ability to interview and interact with clients at all levels in an organization
• Ability to communicate verbally and in writing in the relevant official language.
• Ability to transfer skill and knowledge to clients
• Ability to guide, counsel, advice and mentor clients
• Make recommendations to the client in an effective manner
• Ability to develop and maintain good working relationships with clients
• Presentation skills
• Ability to patiently engage with illiterate and semi-literate entrepreneurs-
• Willingness to consult to businesses based in rural areas as well as an
understanding of cultural dynamics in those areas.
6.2 Language
To ensure effective communication with clients, it is desirable that consultants should
be in a position to converse with the targeted clients in the languages they understand
best over and above being able to communicate in English. Language abilities should
be included in the CV of each consultant proposed.
7. Tender Response
The bidders are required to clearly indicate (by a tick next to the relevant box) the area
of specialisation the bidder is applying for:
Table 1
AREA OF SPECIALISATION
SERVICE
CODE
Tick
GENERAL BUSINESS SUPPORT GEN/1000
NW GEN/1001
FS GEN/1002
KZN GEN/1003
WC GEN/1004
EC GEN/1005
MP GEN/1006
LIM GEN/1007
NC GEN/1008
FUNCTIONAL MANAGEMENT AREAS FUN/1000
NW FUN/1001
FS FUN/1002
KZN FUN/1003
WC FUN/1004
EC FUN/1005
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AREA OF SPECIALISATION
SERVICE
CODE
Tick
MP FUN/1006
LIM FUN/1007
NC FUN/1008
MENTORSHIP MENT/1000
INDUSTRY/SECTOR EXPERTS
SOCIO-ECONOMIC DEVELOPMENT SED/1000
AGENCY DEVELOPMENT AND SUPPORT (ADS) ADS/1000
NGUNI CATTLE PROJ ECT NGUNI/1000
AGRO-INDUSTRIES AGRO/1000
MINING AND BENEFICIATION MIN/1000
VENTURE CAPITAL VEN/1000
METAL, TRANSPORT AND MACHINERY PRODUCTS MET/1000
TOURISM TOUR/1000
GREEN INDUSTRIES GREE/1000
NB: When responding to this tender, the bidder must provide the required information
(refer to the evaluation criteria below) for each chosen area of specialisation. Please refer
to Annexure 3 of this document for the format in which the required formation must be
provided.
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8. Technical Evaluation Criteria
8.1 Non-Mandatory Technical Requirements
8.1.1 Bidder’s Relevant Experience Comply
Not
Comply
The bidder (consulting firm) must have relevant experience in:
• Consulting to SMEs and/or large businesses within their
chosen area(s) of specialization.
• Working with DFIs or with DFIs’ clients.
Required Information:
The bidder must provide at least three references for the work
(consulting services) done in the past 5 years for each area of
specialization. The following information must be provided:
Company Name, Contact Person, Contact Details, Scope of Work
(i.e. challenge/problem at the company where the consultant was
engaged, how the consultant intervened, what the outcome of the
intervention was), Project/ Contract duration (end and start dates).
Please refer to Annexure 3 of this document for the format in
which the required formation must be provided.
Substantiate / Comments
8.1.2 Experience, Skills and Qualifications of the Core Team Comply
Not
Comply
The bidder’s team of experts must have relevant skills,
qualifications and experience.
The bidders must submit the following information for each chosen
area of specialisation:
• The structure/ organogram of the team (currently in the
employ of the bidder),
• Credentials of the core team members, clearly highlighting
the areas of experience/ competence relevant to the chosen
area of specialisation. Please refer to Annexure 3 of this
document for the format in which the required formation
must be provided.
Substantiate / Comments
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SECTION 3: PRICE PROPOSAL
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SECTION 3: RATES
1. The bidder is required to propose consulting rates that they will be charging IDC and its
clients for the services they would be rendering. The rates should take into consideration
that:
• IDC is development finance institution and not a commercial bank.
• Business support clients will in most cases be SMEs and would not afford
commercial consulting rates charged to the large corporate sector companies.
Please refer to Annexure 2 of this document for the format in which the required
information must be provided.
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SECTION 4: ANNEXURES
Industrial Development Corporation
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Annexure 1 – ACCEPTANCE OF BID CONDITIONS AND
BIDDER’S DETAILS
Request for Proposal No:
Name of Bidder:
Authorised signatory:
Name of Authorised
Signatory
Position of Authorised
Signatory
By signing above the bidder hereby accept full responsibility for the proper execution and
fulfilment of all obligations and conditions devolving on him/her under this agreement as the
Principal(s) liable for the due fulfilment of this contract.
[Note to the Bidder: The Bidder must complete all relevant information set out below.]
REQUIRED INFORMATION
Name of Company
Registration Number
Vat registration Number
Contact Person
Telephone Number
Fax Number
Email address
Postal Address
Physical Address
- 25 -
Annexure 2 - Supply chain management practices questionnaire
Request for Proposal No:
Name of Respondent:
Authorised signatory:
[Note to the Respondent: the Respondent must complete the information set out below. If the Respondent
requires more space than is provided below it must prepare a document in substantially the same format setting
out all the information referred to below and return it with Returnable Schedule 2.]
The Respondent must complete the following questionnaire.
Respondent's past supply chain management practices:
Item Question Yes No
3.1 Is the Respondent or any of its directors listed on the South African National
Treasury’s database as companies or persons prohibited from doing business
with the public sector?
(Companies or persons who are listed on this database were informed in
writing of this restriction by the South African National Treasury after the audi
alteram partem rule was applied).
Yes
No
If so, provide particulars:
3.2 Is the Respondent or any of its directors listed on the Register for Tender
Defaulters in terms of section 29 of the Prevention and Combating of Corrupt
Activities Act No 12 of 2004?
To access this Register enter the National Treasury’s website,
www.treasury.gov.za, click on the icon “Register for Tender Defaulters” or
submit your written request for a hard copy of the Register to facsimile
number +27123265445.
Yes
No
If so, provide particulars:
3.3 Was the Respondent or any of its directors convicted by a court of law
(including a court outside of the Republic of South Africa) for fraud or
corruption during the past five years?
Yes
No
- 26 -
Page 26
Item Question Yes No
If so, provide particulars:
3.4 Was any contract between the Respondent and any organ of state (within the
Republic of South Africa or within any foreign territory) terminated during the
past five years on account of failure to perform on or comply with the
contract?
Yes
No
If so, provide particulars:
- 27 -
Annexure 3: Response to Section 2 and 3
Request for Proposal No:
Service Code (Refer to Table 1
of Section)
Name of Respondent:
Authorised signatory:
[Note to the Bidder: The bidder must complete the information set out below in response to the requirements stated in Section 2 and 3 of this bid document. This must be
completed for each and every chosen area specialisation. If the bidder requires more space than is provided below it must prepare a document in substantially the same format
setting out all the information referred to below and return it with this Returnable Schedule 3.]
The bidder must provide the following information:
Section 2: Technical Requirements
8.1.1 Bidder’s References of Past Experience
Your Client’ Name
Description of service performed i.e. client’s
challenge/problem, how the bidder intervened, what
the outcome of the intervention was
Project period
(Start and End Dates)
Project Value
Name, title and
telephone contact of
your client
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8.1.2 Credentials/ Details of the bidder's team of experts currently in the employ of the bidder:
Name of the Team Member Position/ Level Qualifications
Relevant Experience (relevant to this area of specialisation)
Project description, Client, Project period Project Cost
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Section 3: Rates
The bidder must indicate their standard rates per hour:
Position/ Level Rate per Hour (VAT Excl.)
- 30 -
SECTION 5: APPENDICES
- 31 -
APPENDIX A: SPECIFICATIONS
1. GENERAL BUSINESS SUPPORT - GEN/1000
The Business Support Programme requires the services of suitably experienced service
providers:
• To assist prospective clients with enhancement of their business plans;
• To provide managerial advice to existing clients in all management functions (general
management, strategy, marketing, human capital, operations, financial management,
etc.) to enhance their performance and promoting sustainability;
• Business setup and development;
2. FUNCTIONAL MANAGEMENT AREAS FUN/1000
Experts with the relevant experience are required in the following functional areas:
• Preparation and Auditing of financial statements
• Quality certification or accreditation
• Market analysis/ Marketing Strategy development and Implementation
• Sales
• Change Management
• Human Capital
• Productivity optimisation
• Business diagnosis
• Financial Management
• Policy development
• Business strategy
• Information Technology (Accounting software / General management systems)
• Corporate governance
• Business Turnaround strategy and implementation
• Productivity optimisation
• Business diagnosis
• Accounting and finance
• Policy development
3. MENTORSHIP MEN/1000
Mentors that can provide the following services: are required:
• Provide support and opportunities for development, and confront issues and challenges
identified by the mentee.
• Impart knowledge and skill to help the mentee grow and fulfil his/her potential
• Maintain a medium to long-term developmental relationship with the mentee in-order to
achieve mentorship objectives.
• Bring in coaches on an ad-hoc basis to impart knowledge and skills to the mentee within
specific disciplines.
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4. INDUSTRY/SECTOR EXPERTS
4.1 SOCIO-ECONOMIC DEVELOPMENT SED/1000
The Socio-Economic Development (SED) function requires consulting firms who can provide the
following services:
Facilitation and establishment of Trusts and Cooperatives i.e. Community and Workers
Trusts.
The consultants must:
• Have hands on experience on facilitation of the formation and registration of
Trusts, Co-operatives and any similar entities;
• Be capable of making presentation to various members of the community and
workers;
• Be willing and able to travel extensively and work with workers and communities
in different economic sectors;
• Have the ability to understand various business sectors;
Conduct the socio-economic impact studies on IDC funded and supported transactions;
Facilitating the release or unlocking of land for IDC / business partners sustainable
investments
The consultants:
• Have social science qualifications;
• Have Rural Development expertise;
• Have experience of working with community structures;
• Have experience of working with public and private sector structures;
• Have in-depth knowledge of working with communities at various levels;
4.2 AGENCY DEVELOPMENT AND SUPPORT (ADS) ADS/1000
ADS requires consultants who can provide the following services:
• Mentoring of social entrepreneurs;
• Development of social enterprises and community businesses;
• Linking business outcomes to social outcomes in strategy development and
management;
• Social enterprise board governance and training;
• Scaling social enterprises and transforming NGO’s into social enterprises;
• Leadership development/ business continuity/ succession planning relating to social
enterprises;
• Fundraising for social enterprises
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4.3 NGUNI CATTLE DEVELOPMENT PROJECT NGUNI/1000
Consultants who have a passion for and good knowledge of Nguni Cattle breed and can also
provide the following services are required to:
• Provide training on the breeding of Nguni Cattle to the communities;
• Provide mentorship and advice to the Nguni cattle farmers;
• Provide training to Nguni cattle farmers on administration and record keeping;
• Provide health advice during the breeding process of Nguni cattle;
• Provide comparative knowledge and information about Nguni and other cattle breeds.
4.4 AGRO-INDUSTRIES AGRO/1000
The Agro Industries SBU requires consultants with the following specialist skills and experience:
• Agronomy
• Horticulture with expertise in Pomology and Viticulture
• Soil Scientists
• Food technology (generalists with strong background on food safety and safety
regulations/standards)
• Aquaculture
• Agricultural Economic modelling including market price forecasting
• Livestock specialists
• Technical agricultural research
• Water and Irrigation design specialists
4.5 MINING & MINERAL BENEFICIATION
The Mining and Mineral Beneficiation SBU requires consultants to provide the following
services:
• Undertake scoping, pre-feasibility and feasibility studies for projects;
• Review scoping, pre-feasibility and feasibility studies;
• Due diligence studies and assessments;
• Geological and geotechnical assessment, modelling and design;
• Undertake mineral resource and mineral reserve studies for the determination and
delineation of mineral resources and reserves to the SAMREC standard for projects;
• Mineral resource and reserve assessment studies for compliance to SAMREC;
• Evaluate Mine planning and metal production planning and processes for projects or
operating entities;
• Technical audits and forensic studies;
• Underground and surface mine design assessment and optimization;
• Determine and/or assess the logistical requirements and/or arrangements of any mineral
production process under consideration by IDC;
• Productivity assessment, analysis and optimization studies;
• Life of Mine assessment, planning and scheduling;
• Process modelling;
• Determine and/or assess the non-mineral inputs required for any mineral production
process including but not limited to water, electricity and labour;
• Conduct metallurgical studies to determine the suitability of any occurring ore for use in
any relevant or newly formulated extractive process;
• MHSA & MPRDA compliance assessment;
• Dynamic Integrated Mine Cost assessment and Modelling;
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• Project Management;
• Mine management systems evaluation;
• Simulation and trade-off studies;
• Economic evaluations and bench-marking;
• Mine and mineral project valuation;
• Mineral marketing studies and market assessments.
4.6 VENTURE CAPITAL VEN/1000
Venture Capital SBU requires consultants to provide the following services:
• Compiling management accounts and carrying out day-to-day accounting requirements;
• Setting up general human resources management procedures;
• General legal advice;
• Legal advice on Intellectual Property strategy;
• Company administration secretarial services for company procedures;
• Environmental, Health and Safety implementation
4.7 METAL, TRANSPORT AND MACHINERY PRODUCTS MET/1000
The Metal, Transport and Machinery Products SBU requires consultants to provide the following
services:
4.7.1 Scrap metal Beneficiation
• Familiarity with the scrap metal production and consumption value chain, both locally and
globally.
• Pricing mechanism for scrap, with a global outlook.
• Beneficiation of scrap metal and production of primary and secondary products, also
covering smelting and pre-processing thereof.
4.7.2 Foundries and Tool, Die & Mould (TDM)
• Tool and Die Manufacturing and design, covering the entire value chain, with a special
interest in recapitalisation and skills development/transfer
• Ability to design a sub-sector redevelopment/rejuvenation road map with a strong
implementation bias.
• Familiarity with the casting sub-sector and opportunities for enhanced development and
growth of the sub-sector.
4.7.3 Automotive, Components and accessories
• Deep understanding of the industry development incentives driving the development of
the local automotive industry, such as MIDP and APDP.
• Familiarity and reasonable access to international OEM’s and their strategic plans in
respect of expansion of their international manufacturing/assembly footprint.
• Familiarity with the local automotive components manufacturing value chain and the
ability to identify and exploit opportunities for deepening localisation of products.
• Ability to develop new suppliers or upscale existing suppliers to the sector.
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Page 35
4.7.4 Renewable Industry
• Familiarity with all renewable industry developments globally and locally.
• Ability to identify and develop initiatives to exploit components manufacturing
opportunities within the value chain of all renewable technologies
• Ability to design and implement a development roadmap for a viable renewable industry
value chain in South Africa.
4.7.5 Fabricated Metal Products
• Familiarity with SOEs’ capital expenditure program (Energy, Transport, Infrastructure,
etc.)
• Ability to identify realistic localisation opportunities for a substantial portion of the SOE’s
capital expenditure program.
4.7.6 Ship Building and Ship Repair
• Deep understanding of the global ocean bound trade statistics
• Familiarity with developments in the age and recapitalisation of the global sea-going
fleet.
• Understanding of South Africa’s position in the global trading value chain.
• Development of new maritime industry in South Africa.
• Legislative developments within the maritime sector locally.
• Familiarity with global repair yards and the state of their operations and capacity
(installed and utilised).
• Deep understanding of the demand and supply balance with the ship repair and ship
building sector.
• Ability to exploit strategic position opportunities for South Africa.
• Skills development within the maritime industry.
4.8 TOURISM SBU TOUR/1000
The Tourism SBU requires consultants to provide the following services:
4.8.1 Business plan development
In developing the business plan consultants should take cognisance of the following
disciplines:
Marketing
• Conduct marketing studies addressing both the macro and micro environment affecting
the project. This should include a detailed competitor analysis, as well as an outline of
market segmentation, facilities offered in the immediate vicinity, targeted client profile
and growth prospects (Emphasis should be on project specific marketing information and
not generic marketing information)
• Develop a marketing plan addressing the overall marketing strategy, pricing, advertising
and promotion and a detailed marketing budget.
• Assist in obtaining significant contracts and agreements including purchase agreements,
operating/management contracts, marketing and reservations agreements, options to
purchase assets, concession agreements and traversing right agreements.
Technical
• Outline of the proposed facilities and services
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Page 36
• Sketch plans of proposed development
• Cost and timing of expenditure with cost estimates endorsed by professional quantity
surveyors or engineers
• Proposed project management procedure including the parties involved and their
respective responsibilities
• Status of rezoning, EIA’s, operating licenses etc. if applicable
Financial
• Funding – details of funding required and the application thereof, capital invested to date,
owners’ contribution to date and the availability of other funds
• Historical financial information – three years’ historical (audited) financials and latest
management accounts not older than three months
• Budgeted financial information should include the following:
Five years’ projected income statement and balance sheet;
Details of all assumptions made for balance sheet items, including fixed asset
depreciation rates, inventory levels and debtor and creditor policies, terms and
conditions of long-term liabilities and equity;
A motivated revenue budget with information on the proposed tariffs, occupancy
levels, seasonality and targeted clientele profile; and
A motivated expense budget for all overheads outlining cost of sales, selling
expenses, administration expenses, salaries and wages and general overheads.
This should include the bases of all expense budgeting as well as the detail of staff
levels, staff remuneration and staff benefits that make up the total payroll burden.
4.8.2 Ongoing business support
• Turnaround strategies for the tourism industry
• Operational efficiencies and cost controls (Areas such as management and staffing
structures, business models, operating costs and systems, controls, pricing structures,
products and additional revenue streams etc. should fall within the review framework)
• Assist clients with identification and selection of appropriate business systems to meet
their current and future needs.
• Repositioning and expansion strategies
• Product configuration and positioning optimization
• Identify tourism needs for South African citizens and find strategies to grow the domestic
tourism market.
4.8.3 Project development in South Africa and the Rest of Africa (ROA)
• Knowledge of niche tourism markets (theme parks, adventure & extreme sports,
skywalks, cable cars, rural, shopping, avitourism, medical as well as any other tourism
related ventures (niche market) that can attract tourism on a sustainable basis)
• Understanding of marketing factors in ROA
• Develop bankable feasibilities, project management and implementation of projects in
South Africa and ROA
• Assistance with raising of capital for projects
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4.9 GREEN INDUSTRIES SBU GREE/1000
The Green Industries SBU requires consultants to provide consulting services in the following
sub-sectors:
4.9.1 Renewable Energy (non-fuel based)
This covers wind, solar and hydro energy. The solar power is photo-voltaic and concentrating
solar power (thermal to electricity).
4.9.2 Fuel Based Renewable Energy
This covers any process that involves heat, such as co-generation of electricity from waste
heat, waste gases, waste solids as fuel; biogas generation from waste streams and sold
wastes; combined heat and power (CHP), where electricity is generated as a co-product with
heat generation and use; biomass power plants; and waste to energy plants. The biogas can
be used in CHP applications or as transport fuel, after cleaning to bio-methane and
compression or liquefaction to CMG compressed bio-methane gas) or LMG (liquefied methane
gas). A new focus area is fuel cells and ways to produce clean hydrogen, methanol and bio-
methane.
4.9.3 Pollution and Emission Mitigation and Waste Reduction
This involves reducing emissions by cleaning up emitted gases to recover solid impurities.
This also covers solid waste recycling.
4.9.4 Energy Efficiency
This covers all energy efficiency technologies that can reduce electricity and energy demand,
such as efficient lighting, efficient heating such as SWH (solar water heating) and heat pumps,
rooftop PV, H-VAC, and motor, pumping and cooling efficient technologies.
4.9.5 Biofuels (as Transport Fuels)
This covers bio-ethanol predominantly, but also includes bio-diesel and biogas.
The consulting expertise needs to cover the following services applicable to developing,
commercialising and funding these aforementioned Green Industry segments.
4.9.6 Marketing and Business Development
• South Africa’s energy market (electricity, heat/industrial and transport fuels), the
regulatory environment and the identification of opportunities and gaps in the market.
• Understanding of market factors in specific industries/applications, specific provincial and
regional areas locally, and in the Rest of Africa.
• Well networked individuals/companies with a track record of developing bankable
feasibility studies, project management and implementation.
• Capability to evaluate and analyse different funding models
• Business Plan evaluation, specifically market and/or financial model review
4.9.7 Technical
• Latest trends in Green Energies and ways to optimize capital and operational
expenditure with specific reference to different markets
• Waste industry expertise
• Emission mitigation and resource recovery expertise
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Page 38
• EIA specialists and EIA lawyers with specific application to green energy and clean
industry related activities
• Legal/Contractual and procurement review within project financing environment
• Green energy technology expertise, including capital costing, operating and maintenance
costs and valuations
• Energy efficiency expertise, both technical and project evaluation and delivery
• Pollution mitigation, waste reduction and resource efficiency expertise, covering technical
and business aspects
• Evaluating project proposals (Lender technical review) – including design and output
reviews
• Checking on project progress against schedule and recommending payments against
milestones
• Provide independent expert technical arbitration management and review
4.9.8 BEE
• Identification of suitable BEE individuals and corporate entities to invest in green energy
and clean industry related activities.
• Training of BEE entrepreneur to own and manage their businesses on a sustainable
basis with the minimum amount of funding required.
doc_704654197.pdf
Appointment Of A Panel Of Preferred Service Provider For The Business Support Programme
T02/01/13
APPOINTMENT OF A PANEL OF
PREFERRED SERVICE PROVIDER FOR
THE BUSINESS SUPPORT
PROGRAMME
(ADDING TO THE EXISTING PANEL)
CLOSING DATE: MONDAY, 11 FEBRUARY
2013 AT 12:00 NOON
Industrial Development Corporation
Page 2
TABLE OF CONTENTS
SECTION 1: GENERAL CONDITIONS OF BID 3
1. Proprietary Information 4
2. Enquiries 4
3. Bid Validity Period 4
4. Instructions on submission of Tenders 4
5. Preparation of Bid Response 5
6. Supplier Performance Management 5
7. IDC’s Rights 6
8. Undertakings by the Bidder 6
9. Reasons for disqualification 7
10. Response Format (Returnable Schedules) 8
11. Evaluation Criteria and Weightings 9
SECTION 2: TECHNICAL REQUIREMENTS SPECIFICATION 10
1. Special instructions to bidders 11
2. Background Information 11
3. Purpose of this Tender 12
4. Background Information 12
5. Types of Consultants Required 16
6. General Minimum Requirements for Consultants 17
7. Tender Response 18
8. Technical Evaluation Criteria 20
SECTION 3: PRICE PROPOSAL 21
SECTION 4: ANNEXURES 23
SECTION 5: APPENDICES 30
Industrial Development Corporation
Page 3
SECTION 1: GENERAL CONDITIONS OF BID
Page 4
1. Proprietary Information
Industrial Development Corporation of SA Ltd (IDC) considers this Tender and all related
information, either written or verbal, which is provided to the respondent, to be proprietary
to IDC. It shall be kept confidential by the respondent and its officers, employees, agents
and representatives. The respondent shall not disclose, publish, or advertise this
specification or related information to any third party without the prior written consent of
IDC.
2. Enquiries
All communication and attempts to solicit information of any kind relative to this Bid should
be channelled to:
Contact person (all technical questions should be in writing)
Name: Ms Shirley Mampuru
Telephone Number: +27 11 269 3583
Fax Number: 086 210 3583
Email address: [email protected]
3. Bid Validity Period
Responses to this tender received from vendors will be valid for a period of 120 days
counted from the closing date of the tender.
4. Instructions on submission of Tenders
4.1 Tenders should be submitted in duplicate (2 hard copies) all bound in a sealed
envelope endorsed, T02/01/13: Appointment of the panel of preferred service
providers for Business Support Programme; and one electronic copy (on CD) in
PDF format. The sealed envelope must be placed in the tender box at the Main
Reception area of the IDC Building, 19 Fredman Drive Sandton by no later than 12:00
noon on Monday, 11 February 2013. BIDDERS ARE NOT ALLOWED TO SUBMIT
TENDERS AT IDC REGIONAL OFFICES.
4.2 Tenders must be submitted in a prescribed response format herewith reflected as
Response Format.
4.3 The closing date, company name and the return address must also be endorsed on the
envelope.
4.4 If a courier service company is being used for delivery of the tender document, the
tender description must be endorsed on the delivery note/courier packaging to ensure
that documents are delivered into the tender box.
Page 5
4.5 No tender received by telegram, telex, email, facsimile or similar medium will be
considered.
4.6 Where a tender document is not in the tender box at the time of the tender closing,
such a tender document will be regarded as a late tender. Late tenders may not be
considered.
4.7 Amended tenders may be sent in an envelope marked “Amendment to tender” and
should be placed in the tender box before the closing time.
5. Preparation of Bid Response
5.1 All the documentation submitted in response to this bid must be in English.
5.2 The tenderer is responsible for all the cost that they shall incur related to the
preparation and submission of the tender document.
5.3 Tenders submitted by Companies must be signed by a person or persons duly authorised
thereto by a resolution of a Board of Directors, a copy of which Resolution, duly certified
be submitted with the Tender.
5.4 Bidders should check the numbers of the pages to satisfy themselves that none are
missing or duplicated. No liability will be accepted by IDC in regard to anything arising
from the fact that pages are missing or duplicated.
5.5 A list of all references (minimum of 3) must be included in the bid response.
5.6 A valid tax clearance certificate must be included in the bid response.
5.7 A copy(s) of certificates from the organizations/ bodies that the tenderer is affiliated to
must be included in the bid response.
6. Supplier Performance Management
Supplier Performance Management is viewed by the IDC as critical component in
ensuring value for money acquisition and good supplier relations between the IDC and all
its suppliers.
The successful bidder shall upon receipt of written notification of an award, be required to
conclude a Service Level Agreement (SLA) with the IDC, which will form an integral part of
the supply agreement. The SLA will l serve as a tool to measure, monitor and assess the
Page 6
supplier‘s performance level and ensure effective delivery of service, quality and value-
add to IDC’s business.
Bidders are required to comply with the above condition, and also provide a scorecard on
how their product / service offering is being measured to achieve the objectives of this
condition.
7. IDC’s Rights
7.1 The IDC is entitled to amend any tender conditions, validity period, specifications, or
extend the closing date of tenders before the closing date. All tenderers, to whom the
tender documents have been issued, will be advised in writing of such amendments in
good time.
7.2 The IDC reserves the right not to accept the lowest tender or any tender in part or in
whole. It normally awards the contract to the tenderer who proves to be fully capable of
handling the contract and whose tender is technically acceptable and/or financially
advantageous to the IDC.
7.3 The IDC reserves the right to award this tender to a purely empowerment company or
may award this tender on condition that a joint venture with an empowerment company
is formed. This will be added to the criteria when evaluating the tenders.
7.4 The IDC reserves the right to award this tender as a whole or in part without furnishing
reasons.
7.5 IDC reserves the right at all material times to extend the scope of work relating to this
tender to include all or some of the IDC’s Subsidiaries. Should this be the case, as a
result thereof all the relevant implications will be negotiated between the IDC and the
successful tenderer.
8. Undertakings by the Bidder
8.1 The bidder hereby offer to render all or any of the services described in the attached
documents to the IDC on the terms and conditions and in accordance with the
specifications stipulated in this Tender documents (and which shall be taken as part of,
and incorporated into, this Proposal at the prices inserted therein).
8.2 Tenders submitted by Companies must be signed by a person or persons duly authorised
thereto by a resolution of a Board of Directors, a copy of which Resolution, duly certified
be submitted with the Tender.
Page 7
8.3 The bidder shall prepare for a possible presentation should IDC require such and the
tenderer shall be notified thereof no later than 4 (four) days before the actual
presentation date.
8.4 The bidder hereby agree that the offer herein shall remain binding upon him/her and
receptive for acceptance by the IDC during the validity period indicated and calculated
from the closing hour and date of the Tender; this Proposal and its acceptance shall be
subject to the terms and conditions contained in this tender document.
8.5 The bidder furthermore confirm that he/she has satisfied himself/herself as to the
correctness and validity of his/her Tender response that the price(s) and rate(s) quoted
cover all the work/item(s) specified in the Tender response documents and that the
price(s) and rate(s) cover all his/her obligations under a resulting contract and that
he/she accept that any mistakes regarding price(s) and calculations will be at his/her
risk.
8.6 The bidder hereby accept full responsibility for the proper execution and fulfilment of all
obligations and conditions devolving on him/her under this agreement as the Principal(s)
liable for the due fulfilment of this contract.
9. Reasons for disqualification
9.1 The IDC reserves the right to disqualify any bidder which does any one or more of the
following, and such disqualification may take place without prior notice to the offending
bidder, however the bidder will be notified in writing of such disqualification:
9.1.1 bidders who do not submit a valid and original Tax Clearance Certificate on the
closing date and time of the bid;
9.1.2 bidders who submitted incomplete information and documentation according to
the requirements of this bid document;
9.1.3 bidders who submitted information that is fraudulent, factually untrue or
inaccurate information;
9.1.4 bidders who received information not available to other vendors through
fraudulent means; and/or
9.1.5 bidders who do not comply with mandatory requirements as stipulated in this
bid document.
Page 8
10. Response Format (Returnable Schedules)
Tenderers shall submit their responses in accordance with the response format specified
below (each schedule must be clearly marked):
10.1 Cover Page: (the cover page must clearly indicate the tender reference number,
tender description and the tenderer’s name)
10.2 Schedule 1:
10.2.1 Annexure 1 of this tender document (duly completed and signed)
10.2.2 Annexure 2 of this tender document (duly completed and signed)
10.2.3 Original and Valid tax clearance certificate(s);
10.2.4 Certified copies of your CIPRO company registration documents listing all
members with percentages, in case of a CC. Or latest certified copies of all share
certificates in case of a company;
10.2.5 BEE Certificate verified by a SANAS accredited verification agency or a letter
from the bidder’s auditor (option only for Exempted Micro Enterprises with annual
turnover less than R5 million);
10.3 Schedule 2
10.3.1 Section 2 of this tender document (duly completed)
10.3.2 Company Profile
Note: If a Consortium, Joint Venture or Subcontractor, the documents listed above
(10.2.1-4 & 10.3.2) must be submitted for each Consortium/ JV member or
subcontractor.
10.4 Schedule 3: Annexure 3 of this document (duly completed and signed)
NB: THE BIDDER MUST SUBMIT SEPARATE SCHEDULE 3 FOR EACH CHOSEN
AREA OF SPECIALISATION AND THIS MUST BE CLEARLY MARKED AS DIRECTED
IN ANNEXURE 3 OF THIS DOCUMENT.
10.6 One (1) CD with all Schedules listed above
Page 9
11. Evaluation Criteria and Weightings
Tenders shall be evaluated in terms of the following parameters:
11.1 Technical
Bids will be evaluated in accordance with the following technical criteria:
11.1.1 Non-Mandatory Requirements
With regard to non-mandatory technical requirements, the following criteria and the
weightings will be applicable:
ELEMENT WEIGHT
Bidder’s (Consulting Firm) Relevant Experience 60%
Experience, Skills and Qualifications of the Team (individual consultants) 40%
TOTAL
100%
Note: The minimum qualifying score for functionality is 70%. All tenders that fail to achieve the
minimum qualifying score on functionality shall not be considered for further evaluation on Price
and BEE.
11.2 Preference Point System
CRITERIA POINTS
Price 90
BEE 10
TOTAL 100 points
.
Industrial Development Corporation
Page 10
SECTION 2: TECHNICAL REQUIREMENTS SPECIFICATION
Page 11
SECTION 2: TECHNICAL REQUIREMENTS SPECIFICATION
1. Special instructions to bidders
1.1 Should a vendor have reasons to believe that the requirement Specification is not open
and/or is written for a particular brand or product or service provider; the bidder shall
notify IDC Procurement within five (5) days after publication of the bid.
1.2 Bidders shall provide full and accurate answers to the questions posed in this
document, and, where required explicitly state either “Comply/Not Comply” regarding
compliance with the requirements. Bidders must substantiate their response to all
questions, including full details on how their proposal/solution will address specific
functional/ technical requirements, failure to substantiate may lead to the bidder being
disqualified. All documents as indicated must be supplied as part of the bid response.
Failure to comply with Mandatory Requirements may lead to the bidder being
disqualified.
2. Background Information
IDC is a self-financing state-owned national development finance institution that provides
financing to entrepreneurs and businesses engaged in competitive industries. Its primary
objectives are to contribute to the generation of balanced, sustainable economic growth in
Africa and to the economic empowerment of the South African population, thereby
promoting the economic prosperity of all citizens. It achieves this by promoting
entrepreneurship through the building of competitive industries and enterprises based on
sound business principles.
IDC’s Operations Head Office provides business support services to prospective and
existing IDC clients through the Business Support Programme (BSP). Business support is
provided through IDC’s head office and the regional offices established in all the provinces
of South Africa. The BSP focuses predominantly on small and medium enterprises
(SMEs). The aim of the BSP is to promote the long-term viability and sustainability of
IDC-funded businesses and the promotion of entrepreneurship through consultancy
services and training.
The BSP has been expanded to include Socio-Economic Development (SED) services.
SED services assist business partners to facilitate the establishment of legal entities (such
as workers trusts, community trusts, and cooperatives) to realise imperative Broad-Based
Black Economic Empowerment (BBBEE) objectives. The SED objective is to promote
equity ownership in companies through the above-mentioned legal entities. The SED
function also includes the Nguni Cattle project, which is implemented in rural areas in
various provinces. The Nguni Cattle project seeks to promote the development and
growth of Nguni cattle farming, thereby empowering rural communities through
commercial farming activities.
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The BSP engages outsourced consultants to provide the above mentioned business
support and socio-economic development services. The consultancy costs are generally
shared equally between the IDC and its business partners.
Whenever training needs are identified among business support and SED clients BSP
invites IDC’s Capacity Building Department to provide training to entrepreneurs, trusts and
cooperatives through external service providers.
3. Purpose of this Tender
The IDC has a panel of preferred BSP consultants that are used/ engaged on an ad hoc
basis to render services to the IDC and its clients. The IDC wishes to expand the current
panel of BSP consultants in order to close the gaps relating to skills and geographic
representation. Therefore, service providers that are currently listed in the panel
need not apply.
4. Background Information
BSP provides technical assistance to its clients in the form of management consulting,
advice, guidance, mentoring and B-BBEE consulting. Various Strategic Business Units
(SBUs) and departments within IDC would request business support services from the
BSP on behalf of their clients. The BSP engages outsourced consultants/experts to
provide the services.
Hereunder is the process that BSP follows leading to the engagement of the
consultants/experts:
• BSP receives an enquiry from the SBU/department.
• BSP screens the enquiry to ensure fit with the BSP mandate.
• BSP conducts an investigation to determine business support needs,
intervention objectives, estimated costs and timeframe for the intervention.
These issues are included in the Terms of Reference (ToR) for each
intervention.
• The client representatives, the BSP representative and SBU/department
representative all sign the ToR to indicate agreement on the content of the
ToR.
• Business support funding approval is requested from the relevant IDC
funding authority.
• The BSP identifies the appropriate consultant(s) on the business support
database of consultants for engagement with the client.
• BSP contacts the consultant(s) identified and, if available for engagement,
is required to provide an Action Plan for the intervention, which must be
acceptable to the client and IDC.
• BSP issues a Letter of Engagement to the consultant(s) to be signed-off
before engaging with the client.
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Consultant(s) implements and submits reports, timesheets and invoices on a regular basis
as per the ToR and/or the Letter of Engagement. The BSP provides ongoing monitoring
of the performance of the consultant(s) to ensure compliance with the ToR. The
consultant(s) submits an exit report on completion of the intervention. No invoice is paid
without supporting reporting documentation.
4.1 Engagements and Demands
An engagement with a client ranges from as little as a few days to an average of about
60 man days. There is usually an initial stage where the bulk of hours are used in
analysis, design and implementation of a solution, with a tail-end of monitoring that
could go on for up to two years afterwards.
IDC’s current client base is approximately 1,246 clients. Approximately 64% of new
finance approvals in the last financial year were for SMEs who could potentially receive
business support.
IDC’s principle is that the BSP shares business support intervention consultancy costs
with clients, generally on a 50/50 basis.
4.2 Instances where Business Support may be required
IDC provides funding in two broad instances. The one instance is when IDC receives
applications from existing or prospective clients and the other is when IDC develops its
own projects. Applications are covered in 4.2.1 and Projects in 4.2.2 below.
4.2.1 Applications
Applications (non-projects) definition: An existing business, looking to expand;
acquisitions of a company; or a future business for which a bankable feasibility study /
business plan has been completed and IDC’s pro-active hands-on involvement is not
required to develop it.
This section covers the instances when IDC receives applications from entrepreneurs
to finance their existing or future businesses. In cases where the entrepreneurs and
managers in those enterprises have limited business management skills and
experience or face management challenges then business support intervention
would be required.
This usually happens with small and medium-sized enterprises (SMEs) where
entrepreneurs and managers, together with their staff (and in some cases members
of the board of directors) may require support and training to improve their
management abilities to run their businesses successfully. Business support could
be provided in areas such as general management, marketing and sales,
production, finance and accounting, human resources and organizational
development, policy development, corporate governance, strategy and business
planning, etc.
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Below are some examples of the types of clients that would require business
support:
4.2.1.1 Clients in the pre-establishment phase
• Prospective clients that require assistance to improve their business plans
in order to apply for IDC funding.
• Workers, communities and groups of entrepreneurs may require assistance
to form and register legal entities, such as Workers Trusts, Community
Trusts and Cooperatives.
4.2.1.2 Clients in the start-up phase
• Clients that need assistance and guidance to commence business.
• Clients needing assistance in dealing with teething problems.
• Clients involved in acquisition of going concerns and require assistance
with transition into the new management regime.
• Clients with limited management experience who require support.
• Clients requiring assistance with the establishment of processes, systems
and controls in various functions in their businesses.
• Clients requiring support in financial management and reporting.
• Assistance to comply with corporate obligations (e.g. tax, environmental,
health and safety, corporate governance, BBBEE, skills development,
HIV/AIDS, etc.).
• Workers and community trusts, and cooperatives may require assistance
with the initial management of their legal entities when they commence
business.
4.2.1.3 Clients in the growth phase
• Clients requiring assistance with industry and market research.
• Clients requiring assistance with product development.
• Clients expanding their operations.
• Clients requiring assistance with the analysis and improvement of
processes, systems and controls in various functions in their businesses.
• Clients requiring support in financial management and reporting.
• Clients requiring assistance in improving sales performance.
4.2.1.4 Clients in the maturity phase
• Clients requiring support to consolidate their operations
• Clients requiring to put the business on a new growth path.
4.2.1.5 Clients in the decline phase
• Clients in decline or distress and require assistance to overcome their
challenges.
• Clients requiring business turnaround or re-engineering.
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4.2.1.6 Clients with ad-hoc requests
• On an ad hoc basis SED would require consultants with expertise to
conduct socio-economic impact study in IDC funded and supported trusts
and cooperatives.
• SED will also require consultants with rural development and land reform
expertise to assist in facilitation of the release of land for IDC/ business
partners investments.
• From time to time it may be required that consultants assist the Nguni cattle
farmers with research and development (R&D) to beneficiate the cattle
skins by producing competitive commercial products.
• Any other business related client requests not specifically mentioned
above.
4.2.2 Project development
Project definition: An existing business looking to expand or a future business that
will require substantial pro-active hands-on involvement (could entail e.g. IDC
involvement on the project steering committee, etc.) from amongst others, the SBU,
in progressing the project through to bankable feasibility stage (BFS) and/or
implementation. IDC funding will most likely be in the form of equity type funding.
Please note: In the case where an application can be referred to the Business
Support Programme (BSP) for assistance with the development of the business plan
only (without having engaged in the project idea, pre-feasibility and feasibility
phases), then it is not classified as a project.
The normal phases of a typical project are as follows:
4.2.2.1 Project idea/Screening/Scoping phase: The initial phase during which IDC is
either approached with a project idea or identifies one itself. During this phase
IDC conducts a brief techno-economic evaluation and determines whether it is in
IDC’s interest to pursue the idea further.
4.2.2.2 Desk study/Pre-feasibility phase: During this phase a pre-feasibility study on
the potential business assessment, key success factors, and conceptual design
basis on the project idea is conducted. The activities are mainly desktop driven,
based on best estimates, but could include some expenses, such as travel and
utilization of consultants. Should the project idea reflect sufficient viability, the
identification of potential operating partners could commence during this phase.
4.2.2.3 Feasibility/Pilot plant/Exploration phase: The detailed study on the viability of
the project idea is often undertaken in conjunction operating partners. All aspects
such as market potential, technology, raw materials, need for pilot plant work,
capital and operating cost estimates, finance structuring and environmental
impact are evaluated in detail. The final output of this phase for a successful
project idea is a bankable document and project report achieving sanctioning by
the IDC board.
4.2.2.4 Pre-implementation: This phase entails compliance to all conditions set by the
different parties as well as obtaining all the statutory approvals.
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4.2.2.5 Implementation: The full-scale implementation, which includes detail
engineering procurement, construction and commissioning up to handing over to
the owners.
4.2.2.6 Aftercare/Monitoring: Once a project is fully operational.
4.3 Use of Consultants
The BSP makes use of consultants to provide business support to IDC clients. Before
a consultant is engaged with a client, terms of reference are documented to outline the
nature of consulting work to be performed, the issues to be addressed and desired
outcome, the time frame and budget. A suitable consultant is selected from the panel
that best matches the following criteria:
• Skills, knowledge and experience relevant to the client’s business and
industry/sector.
• Consulting expertise appropriate for task at hand.
• Proximity to the client, and/or willingness to travel to client’s business
premises.
• Availability when required.
• Competitive consulting rates
5. Types of Consultants Required
The IDC intends to add onto its current BSP panel service providers with certain types of
skills, knowledge, experience and expertise that would be used to provide business
support assistance to its clients. Mainly business support requires the following types of
consultants:
• Consultants with generalist skills
• Consultants with expertise in specific industries/sectors or sub-sectors
• Consultants with expertise in specific functions
• Mentors
Below is a brief explanation of the above consultant groupings (Please refer to Appendix
A of this document for the specifications of required services):
5.1 Consultants with Generalist Skills (General Business Support)
These are consultants with knowledge, skills, or interest in several business
management areas or functions but with no specialty. For example they would have
consulting skills in the areas of policy and governance, business strategy, general
management, marketing, sales, finance, accounting, human capital, production, etc.
These consultants must be able to support clients’ management and members of the
board of directors of their companies in planning, analyzing and implementing
interventions. They would also be expected to monitor implementation by the clients.
They must also have the ability to coach, mentor, handhold and nurture entrepreneurs,
board members, managers and employees.
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5.2 Consultants with industry/sector or sub-sector expertise (Industry/Sector
Experts)
These are consultants with industry/sector or sub-sector specific expertise. They will
be required to provide expert consulting services in specific industries, sectors or sub-
sectors, which would be in line with IDC’s mandate and strategic business units
(SBUs).
5.3 Consultants with expertise in specific functions (Functional Management Areas)
The BSP may need to engage consultants with expertise in the following
functions/activities:
• Business turnaround
• Business process reengineering
• Preparation and auditing of financial statements
• Legal interventions with establishment of trusts and cooperatives
• Quality certification or Accreditation
• Marketing
• Sales
• Change management
• Human capital
• Productivity
• Business diagnosis
• Accounting and finance
• Policy development
• Business strategy
5.4 Mentors
Mentoring is a practical approach to helping entrepreneurs to develop their own
abilities and insights as they start and grow their business. It is a relationship between
a mentor and a mentee in which experimentation, exchange and learning can occur
and skills, knowledge and insight can be developed.
6. General Minimum Requirements for Consultants
6.1 The consultants must possess the following attributes:
• Ability to plan, analyze, implement and monitor business support interventions
• Monitor client’s activities, and help the client correct failures or introduce
improvements in the business
• Demonstrate the financial impact of any decision made in a business
• Ability to prepare comprehensive intervention reports on progress achieved
• Ability to account for one’s consulting activities and accurately prepare
timesheets and invoices for work done
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• Ability to interview and interact with clients at all levels in an organization
• Ability to communicate verbally and in writing in the relevant official language.
• Ability to transfer skill and knowledge to clients
• Ability to guide, counsel, advice and mentor clients
• Make recommendations to the client in an effective manner
• Ability to develop and maintain good working relationships with clients
• Presentation skills
• Ability to patiently engage with illiterate and semi-literate entrepreneurs-
• Willingness to consult to businesses based in rural areas as well as an
understanding of cultural dynamics in those areas.
6.2 Language
To ensure effective communication with clients, it is desirable that consultants should
be in a position to converse with the targeted clients in the languages they understand
best over and above being able to communicate in English. Language abilities should
be included in the CV of each consultant proposed.
7. Tender Response
The bidders are required to clearly indicate (by a tick next to the relevant box) the area
of specialisation the bidder is applying for:
Table 1
AREA OF SPECIALISATION
SERVICE
CODE
Tick
GENERAL BUSINESS SUPPORT GEN/1000
NW GEN/1001
FS GEN/1002
KZN GEN/1003
WC GEN/1004
EC GEN/1005
MP GEN/1006
LIM GEN/1007
NC GEN/1008
FUNCTIONAL MANAGEMENT AREAS FUN/1000
NW FUN/1001
FS FUN/1002
KZN FUN/1003
WC FUN/1004
EC FUN/1005
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AREA OF SPECIALISATION
SERVICE
CODE
Tick
MP FUN/1006
LIM FUN/1007
NC FUN/1008
MENTORSHIP MENT/1000
INDUSTRY/SECTOR EXPERTS
SOCIO-ECONOMIC DEVELOPMENT SED/1000
AGENCY DEVELOPMENT AND SUPPORT (ADS) ADS/1000
NGUNI CATTLE PROJ ECT NGUNI/1000
AGRO-INDUSTRIES AGRO/1000
MINING AND BENEFICIATION MIN/1000
VENTURE CAPITAL VEN/1000
METAL, TRANSPORT AND MACHINERY PRODUCTS MET/1000
TOURISM TOUR/1000
GREEN INDUSTRIES GREE/1000
NB: When responding to this tender, the bidder must provide the required information
(refer to the evaluation criteria below) for each chosen area of specialisation. Please refer
to Annexure 3 of this document for the format in which the required formation must be
provided.
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8. Technical Evaluation Criteria
8.1 Non-Mandatory Technical Requirements
8.1.1 Bidder’s Relevant Experience Comply
Not
Comply
The bidder (consulting firm) must have relevant experience in:
• Consulting to SMEs and/or large businesses within their
chosen area(s) of specialization.
• Working with DFIs or with DFIs’ clients.
Required Information:
The bidder must provide at least three references for the work
(consulting services) done in the past 5 years for each area of
specialization. The following information must be provided:
Company Name, Contact Person, Contact Details, Scope of Work
(i.e. challenge/problem at the company where the consultant was
engaged, how the consultant intervened, what the outcome of the
intervention was), Project/ Contract duration (end and start dates).
Please refer to Annexure 3 of this document for the format in
which the required formation must be provided.
Substantiate / Comments
8.1.2 Experience, Skills and Qualifications of the Core Team Comply
Not
Comply
The bidder’s team of experts must have relevant skills,
qualifications and experience.
The bidders must submit the following information for each chosen
area of specialisation:
• The structure/ organogram of the team (currently in the
employ of the bidder),
• Credentials of the core team members, clearly highlighting
the areas of experience/ competence relevant to the chosen
area of specialisation. Please refer to Annexure 3 of this
document for the format in which the required formation
must be provided.
Substantiate / Comments
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SECTION 3: PRICE PROPOSAL
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SECTION 3: RATES
1. The bidder is required to propose consulting rates that they will be charging IDC and its
clients for the services they would be rendering. The rates should take into consideration
that:
• IDC is development finance institution and not a commercial bank.
• Business support clients will in most cases be SMEs and would not afford
commercial consulting rates charged to the large corporate sector companies.
Please refer to Annexure 2 of this document for the format in which the required
information must be provided.
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SECTION 4: ANNEXURES
Industrial Development Corporation
Page 24
Annexure 1 – ACCEPTANCE OF BID CONDITIONS AND
BIDDER’S DETAILS
Request for Proposal No:
Name of Bidder:
Authorised signatory:
Name of Authorised
Signatory
Position of Authorised
Signatory
By signing above the bidder hereby accept full responsibility for the proper execution and
fulfilment of all obligations and conditions devolving on him/her under this agreement as the
Principal(s) liable for the due fulfilment of this contract.
[Note to the Bidder: The Bidder must complete all relevant information set out below.]
REQUIRED INFORMATION
Name of Company
Registration Number
Vat registration Number
Contact Person
Telephone Number
Fax Number
Email address
Postal Address
Physical Address
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Annexure 2 - Supply chain management practices questionnaire
Request for Proposal No:
Name of Respondent:
Authorised signatory:
[Note to the Respondent: the Respondent must complete the information set out below. If the Respondent
requires more space than is provided below it must prepare a document in substantially the same format setting
out all the information referred to below and return it with Returnable Schedule 2.]
The Respondent must complete the following questionnaire.
Respondent's past supply chain management practices:
Item Question Yes No
3.1 Is the Respondent or any of its directors listed on the South African National
Treasury’s database as companies or persons prohibited from doing business
with the public sector?
(Companies or persons who are listed on this database were informed in
writing of this restriction by the South African National Treasury after the audi
alteram partem rule was applied).
Yes
No
If so, provide particulars:
3.2 Is the Respondent or any of its directors listed on the Register for Tender
Defaulters in terms of section 29 of the Prevention and Combating of Corrupt
Activities Act No 12 of 2004?
To access this Register enter the National Treasury’s website,
www.treasury.gov.za, click on the icon “Register for Tender Defaulters” or
submit your written request for a hard copy of the Register to facsimile
number +27123265445.
Yes
No
If so, provide particulars:
3.3 Was the Respondent or any of its directors convicted by a court of law
(including a court outside of the Republic of South Africa) for fraud or
corruption during the past five years?
Yes
No
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Item Question Yes No
If so, provide particulars:
3.4 Was any contract between the Respondent and any organ of state (within the
Republic of South Africa or within any foreign territory) terminated during the
past five years on account of failure to perform on or comply with the
contract?
Yes
No
If so, provide particulars:
- 27 -
Annexure 3: Response to Section 2 and 3
Request for Proposal No:
Service Code (Refer to Table 1
of Section)
Name of Respondent:
Authorised signatory:
[Note to the Bidder: The bidder must complete the information set out below in response to the requirements stated in Section 2 and 3 of this bid document. This must be
completed for each and every chosen area specialisation. If the bidder requires more space than is provided below it must prepare a document in substantially the same format
setting out all the information referred to below and return it with this Returnable Schedule 3.]
The bidder must provide the following information:
Section 2: Technical Requirements
8.1.1 Bidder’s References of Past Experience
Your Client’ Name
Description of service performed i.e. client’s
challenge/problem, how the bidder intervened, what
the outcome of the intervention was
Project period
(Start and End Dates)
Project Value
Name, title and
telephone contact of
your client
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Page 28
8.1.2 Credentials/ Details of the bidder's team of experts currently in the employ of the bidder:
Name of the Team Member Position/ Level Qualifications
Relevant Experience (relevant to this area of specialisation)
Project description, Client, Project period Project Cost
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Section 3: Rates
The bidder must indicate their standard rates per hour:
Position/ Level Rate per Hour (VAT Excl.)
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SECTION 5: APPENDICES
- 31 -
APPENDIX A: SPECIFICATIONS
1. GENERAL BUSINESS SUPPORT - GEN/1000
The Business Support Programme requires the services of suitably experienced service
providers:
• To assist prospective clients with enhancement of their business plans;
• To provide managerial advice to existing clients in all management functions (general
management, strategy, marketing, human capital, operations, financial management,
etc.) to enhance their performance and promoting sustainability;
• Business setup and development;
2. FUNCTIONAL MANAGEMENT AREAS FUN/1000
Experts with the relevant experience are required in the following functional areas:
• Preparation and Auditing of financial statements
• Quality certification or accreditation
• Market analysis/ Marketing Strategy development and Implementation
• Sales
• Change Management
• Human Capital
• Productivity optimisation
• Business diagnosis
• Financial Management
• Policy development
• Business strategy
• Information Technology (Accounting software / General management systems)
• Corporate governance
• Business Turnaround strategy and implementation
• Productivity optimisation
• Business diagnosis
• Accounting and finance
• Policy development
3. MENTORSHIP MEN/1000
Mentors that can provide the following services: are required:
• Provide support and opportunities for development, and confront issues and challenges
identified by the mentee.
• Impart knowledge and skill to help the mentee grow and fulfil his/her potential
• Maintain a medium to long-term developmental relationship with the mentee in-order to
achieve mentorship objectives.
• Bring in coaches on an ad-hoc basis to impart knowledge and skills to the mentee within
specific disciplines.
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4. INDUSTRY/SECTOR EXPERTS
4.1 SOCIO-ECONOMIC DEVELOPMENT SED/1000
The Socio-Economic Development (SED) function requires consulting firms who can provide the
following services:
Facilitation and establishment of Trusts and Cooperatives i.e. Community and Workers
Trusts.
The consultants must:
• Have hands on experience on facilitation of the formation and registration of
Trusts, Co-operatives and any similar entities;
• Be capable of making presentation to various members of the community and
workers;
• Be willing and able to travel extensively and work with workers and communities
in different economic sectors;
• Have the ability to understand various business sectors;
Conduct the socio-economic impact studies on IDC funded and supported transactions;
Facilitating the release or unlocking of land for IDC / business partners sustainable
investments
The consultants:
• Have social science qualifications;
• Have Rural Development expertise;
• Have experience of working with community structures;
• Have experience of working with public and private sector structures;
• Have in-depth knowledge of working with communities at various levels;
4.2 AGENCY DEVELOPMENT AND SUPPORT (ADS) ADS/1000
ADS requires consultants who can provide the following services:
• Mentoring of social entrepreneurs;
• Development of social enterprises and community businesses;
• Linking business outcomes to social outcomes in strategy development and
management;
• Social enterprise board governance and training;
• Scaling social enterprises and transforming NGO’s into social enterprises;
• Leadership development/ business continuity/ succession planning relating to social
enterprises;
• Fundraising for social enterprises
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4.3 NGUNI CATTLE DEVELOPMENT PROJECT NGUNI/1000
Consultants who have a passion for and good knowledge of Nguni Cattle breed and can also
provide the following services are required to:
• Provide training on the breeding of Nguni Cattle to the communities;
• Provide mentorship and advice to the Nguni cattle farmers;
• Provide training to Nguni cattle farmers on administration and record keeping;
• Provide health advice during the breeding process of Nguni cattle;
• Provide comparative knowledge and information about Nguni and other cattle breeds.
4.4 AGRO-INDUSTRIES AGRO/1000
The Agro Industries SBU requires consultants with the following specialist skills and experience:
• Agronomy
• Horticulture with expertise in Pomology and Viticulture
• Soil Scientists
• Food technology (generalists with strong background on food safety and safety
regulations/standards)
• Aquaculture
• Agricultural Economic modelling including market price forecasting
• Livestock specialists
• Technical agricultural research
• Water and Irrigation design specialists
4.5 MINING & MINERAL BENEFICIATION
The Mining and Mineral Beneficiation SBU requires consultants to provide the following
services:
• Undertake scoping, pre-feasibility and feasibility studies for projects;
• Review scoping, pre-feasibility and feasibility studies;
• Due diligence studies and assessments;
• Geological and geotechnical assessment, modelling and design;
• Undertake mineral resource and mineral reserve studies for the determination and
delineation of mineral resources and reserves to the SAMREC standard for projects;
• Mineral resource and reserve assessment studies for compliance to SAMREC;
• Evaluate Mine planning and metal production planning and processes for projects or
operating entities;
• Technical audits and forensic studies;
• Underground and surface mine design assessment and optimization;
• Determine and/or assess the logistical requirements and/or arrangements of any mineral
production process under consideration by IDC;
• Productivity assessment, analysis and optimization studies;
• Life of Mine assessment, planning and scheduling;
• Process modelling;
• Determine and/or assess the non-mineral inputs required for any mineral production
process including but not limited to water, electricity and labour;
• Conduct metallurgical studies to determine the suitability of any occurring ore for use in
any relevant or newly formulated extractive process;
• MHSA & MPRDA compliance assessment;
• Dynamic Integrated Mine Cost assessment and Modelling;
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• Project Management;
• Mine management systems evaluation;
• Simulation and trade-off studies;
• Economic evaluations and bench-marking;
• Mine and mineral project valuation;
• Mineral marketing studies and market assessments.
4.6 VENTURE CAPITAL VEN/1000
Venture Capital SBU requires consultants to provide the following services:
• Compiling management accounts and carrying out day-to-day accounting requirements;
• Setting up general human resources management procedures;
• General legal advice;
• Legal advice on Intellectual Property strategy;
• Company administration secretarial services for company procedures;
• Environmental, Health and Safety implementation
4.7 METAL, TRANSPORT AND MACHINERY PRODUCTS MET/1000
The Metal, Transport and Machinery Products SBU requires consultants to provide the following
services:
4.7.1 Scrap metal Beneficiation
• Familiarity with the scrap metal production and consumption value chain, both locally and
globally.
• Pricing mechanism for scrap, with a global outlook.
• Beneficiation of scrap metal and production of primary and secondary products, also
covering smelting and pre-processing thereof.
4.7.2 Foundries and Tool, Die & Mould (TDM)
• Tool and Die Manufacturing and design, covering the entire value chain, with a special
interest in recapitalisation and skills development/transfer
• Ability to design a sub-sector redevelopment/rejuvenation road map with a strong
implementation bias.
• Familiarity with the casting sub-sector and opportunities for enhanced development and
growth of the sub-sector.
4.7.3 Automotive, Components and accessories
• Deep understanding of the industry development incentives driving the development of
the local automotive industry, such as MIDP and APDP.
• Familiarity and reasonable access to international OEM’s and their strategic plans in
respect of expansion of their international manufacturing/assembly footprint.
• Familiarity with the local automotive components manufacturing value chain and the
ability to identify and exploit opportunities for deepening localisation of products.
• Ability to develop new suppliers or upscale existing suppliers to the sector.
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4.7.4 Renewable Industry
• Familiarity with all renewable industry developments globally and locally.
• Ability to identify and develop initiatives to exploit components manufacturing
opportunities within the value chain of all renewable technologies
• Ability to design and implement a development roadmap for a viable renewable industry
value chain in South Africa.
4.7.5 Fabricated Metal Products
• Familiarity with SOEs’ capital expenditure program (Energy, Transport, Infrastructure,
etc.)
• Ability to identify realistic localisation opportunities for a substantial portion of the SOE’s
capital expenditure program.
4.7.6 Ship Building and Ship Repair
• Deep understanding of the global ocean bound trade statistics
• Familiarity with developments in the age and recapitalisation of the global sea-going
fleet.
• Understanding of South Africa’s position in the global trading value chain.
• Development of new maritime industry in South Africa.
• Legislative developments within the maritime sector locally.
• Familiarity with global repair yards and the state of their operations and capacity
(installed and utilised).
• Deep understanding of the demand and supply balance with the ship repair and ship
building sector.
• Ability to exploit strategic position opportunities for South Africa.
• Skills development within the maritime industry.
4.8 TOURISM SBU TOUR/1000
The Tourism SBU requires consultants to provide the following services:
4.8.1 Business plan development
In developing the business plan consultants should take cognisance of the following
disciplines:
Marketing
• Conduct marketing studies addressing both the macro and micro environment affecting
the project. This should include a detailed competitor analysis, as well as an outline of
market segmentation, facilities offered in the immediate vicinity, targeted client profile
and growth prospects (Emphasis should be on project specific marketing information and
not generic marketing information)
• Develop a marketing plan addressing the overall marketing strategy, pricing, advertising
and promotion and a detailed marketing budget.
• Assist in obtaining significant contracts and agreements including purchase agreements,
operating/management contracts, marketing and reservations agreements, options to
purchase assets, concession agreements and traversing right agreements.
Technical
• Outline of the proposed facilities and services
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• Sketch plans of proposed development
• Cost and timing of expenditure with cost estimates endorsed by professional quantity
surveyors or engineers
• Proposed project management procedure including the parties involved and their
respective responsibilities
• Status of rezoning, EIA’s, operating licenses etc. if applicable
Financial
• Funding – details of funding required and the application thereof, capital invested to date,
owners’ contribution to date and the availability of other funds
• Historical financial information – three years’ historical (audited) financials and latest
management accounts not older than three months
• Budgeted financial information should include the following:
Five years’ projected income statement and balance sheet;
Details of all assumptions made for balance sheet items, including fixed asset
depreciation rates, inventory levels and debtor and creditor policies, terms and
conditions of long-term liabilities and equity;
A motivated revenue budget with information on the proposed tariffs, occupancy
levels, seasonality and targeted clientele profile; and
A motivated expense budget for all overheads outlining cost of sales, selling
expenses, administration expenses, salaries and wages and general overheads.
This should include the bases of all expense budgeting as well as the detail of staff
levels, staff remuneration and staff benefits that make up the total payroll burden.
4.8.2 Ongoing business support
• Turnaround strategies for the tourism industry
• Operational efficiencies and cost controls (Areas such as management and staffing
structures, business models, operating costs and systems, controls, pricing structures,
products and additional revenue streams etc. should fall within the review framework)
• Assist clients with identification and selection of appropriate business systems to meet
their current and future needs.
• Repositioning and expansion strategies
• Product configuration and positioning optimization
• Identify tourism needs for South African citizens and find strategies to grow the domestic
tourism market.
4.8.3 Project development in South Africa and the Rest of Africa (ROA)
• Knowledge of niche tourism markets (theme parks, adventure & extreme sports,
skywalks, cable cars, rural, shopping, avitourism, medical as well as any other tourism
related ventures (niche market) that can attract tourism on a sustainable basis)
• Understanding of marketing factors in ROA
• Develop bankable feasibilities, project management and implementation of projects in
South Africa and ROA
• Assistance with raising of capital for projects
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4.9 GREEN INDUSTRIES SBU GREE/1000
The Green Industries SBU requires consultants to provide consulting services in the following
sub-sectors:
4.9.1 Renewable Energy (non-fuel based)
This covers wind, solar and hydro energy. The solar power is photo-voltaic and concentrating
solar power (thermal to electricity).
4.9.2 Fuel Based Renewable Energy
This covers any process that involves heat, such as co-generation of electricity from waste
heat, waste gases, waste solids as fuel; biogas generation from waste streams and sold
wastes; combined heat and power (CHP), where electricity is generated as a co-product with
heat generation and use; biomass power plants; and waste to energy plants. The biogas can
be used in CHP applications or as transport fuel, after cleaning to bio-methane and
compression or liquefaction to CMG compressed bio-methane gas) or LMG (liquefied methane
gas). A new focus area is fuel cells and ways to produce clean hydrogen, methanol and bio-
methane.
4.9.3 Pollution and Emission Mitigation and Waste Reduction
This involves reducing emissions by cleaning up emitted gases to recover solid impurities.
This also covers solid waste recycling.
4.9.4 Energy Efficiency
This covers all energy efficiency technologies that can reduce electricity and energy demand,
such as efficient lighting, efficient heating such as SWH (solar water heating) and heat pumps,
rooftop PV, H-VAC, and motor, pumping and cooling efficient technologies.
4.9.5 Biofuels (as Transport Fuels)
This covers bio-ethanol predominantly, but also includes bio-diesel and biogas.
The consulting expertise needs to cover the following services applicable to developing,
commercialising and funding these aforementioned Green Industry segments.
4.9.6 Marketing and Business Development
• South Africa’s energy market (electricity, heat/industrial and transport fuels), the
regulatory environment and the identification of opportunities and gaps in the market.
• Understanding of market factors in specific industries/applications, specific provincial and
regional areas locally, and in the Rest of Africa.
• Well networked individuals/companies with a track record of developing bankable
feasibility studies, project management and implementation.
• Capability to evaluate and analyse different funding models
• Business Plan evaluation, specifically market and/or financial model review
4.9.7 Technical
• Latest trends in Green Energies and ways to optimize capital and operational
expenditure with specific reference to different markets
• Waste industry expertise
• Emission mitigation and resource recovery expertise
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• EIA specialists and EIA lawyers with specific application to green energy and clean
industry related activities
• Legal/Contractual and procurement review within project financing environment
• Green energy technology expertise, including capital costing, operating and maintenance
costs and valuations
• Energy efficiency expertise, both technical and project evaluation and delivery
• Pollution mitigation, waste reduction and resource efficiency expertise, covering technical
and business aspects
• Evaluating project proposals (Lender technical review) – including design and output
reviews
• Checking on project progress against schedule and recommending payments against
milestones
• Provide independent expert technical arbitration management and review
4.9.8 BEE
• Identification of suitable BEE individuals and corporate entities to invest in green energy
and clean industry related activities.
• Training of BEE entrepreneur to own and manage their businesses on a sustainable
basis with the minimum amount of funding required.
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