expression of interest (eoi) expression of interest for

CSIR Tender Documentation

Expression of Interest (EOI)

Expression of Interest for Multi-Disciplinary Professional Services to the CSIR’s Strategic

Infrastructure Management Programme

EOI No. 8047/17/09/2021

Date of Issue Friday, 03 September 2021

Compulsory briefing session N/A

Closing Date Friday, 17 September 2021 at 16h30

Place of tender submission [email protected] Mail size is 25MB, please send multiple emails if exceeded

Enquiries Strategic Procurement Unit E-mail: [email protected]

CSIR business hours 08h00 – 16h30

Category Professional Services

mailto:[email protected]



TABLE OF CONTENTS

SECTION A – TECHNICAL INFORMATION 3

1 INTRODUCTION 3

2 BACKGROUND 3

3 INVITATION FOR EXPRESSION OF INTEREST 3

4 EOI SPECIFICATIONS (OVERVIEW OF REQUIREMENTS) 4

5 FUNCTIONAL EVALUATION CRITERIA 27

6 ELIMINATION CRITERIA 27

7 NATIONAL TREASURY CENTRAL SUPPLIER DATABASE REGISTRATION 27

SECTION B – TERMS AND CONDITIONS 28

8 EOI PROGRAMME 28

9 SUBMISSION OF RESPONSES 28

10 DEADLINE FOR SUBMISSION 28

11 EVALUATION PROCESS 28

12 VALIDITY PERIOD OF RESPONSES 29

13 ENQUIRIES AND CONTACT WITH THE CSIR 29

14 MEDIUM OF COMMUNICATION 29

15 COST OF EXPRESSION OF INTEREST 29

16 CORRECTNESS OF RESPONSES 29

17 VERIFICATION OF DOCUMENTS 29

18 ENGAGEMENT OF CONSULTANTS 30

19 TRAVEL EXPENSES 30

20 ADDITIONAL TERMS AND CONDITIONS 30

21 CSIR RESERVES THE RIGHT TO 31

22 DISCLAIMER 31


SECTION A – TECHNICAL INFORMATION

1 INTRODUCTION

The Council for Scientific and Industrial Research (CSIR) is one of the leading scientific research

and technology development organisations in Africa. In partnership with national and

international research and technology institutions, CSIR undertakes directed and

multidisciplinary research and technology innovation that contributes to the improvement of the

quality of life of South Africans. The CSIR’s main site is in Pretoria while it is represented in

other provinces of South Africa through regional offices.

2 BACKGROUND

The CSIR Smart Places, responds to requests for proposals from our clients for various forms

of services. The programme also enables, support and implements service delivery of Science

Engineering and Technology (SET) solution packages to various clients in government. This

may require that we include specialist expertise external to the CSIR as part of the CSIR

proposal. Frequently, this expertise needs to be sourced at short notice and as part of a

competitive tender process.

Consequently, the purpose of this process is to establish a pool of suitable pre-qualified

specialists from which we can source quotations, within a limited time period to provide specified

services as part of further proposals.

Professional Services in respect of certain disciplines within this domain are required, as

described below under point 4, to supplement CSIR’s service offering to its clients in larger

projects. The CSIR wishes to identify collaborators that are either individual consultants or from

suitably qualified companies to potentially supplement the CSIR teams when required, for the

disciplines contained in this EOI.

3 INVITATION FOR EXPRESSION OF INTEREST

Expressions of interest (EOI) are hereby invited from suitably-qualified companies and/or

individuals to be prequalified for the provision of professional services within the identified

specialist domains to CSIR.

Companies and/or individuals are invited to submit EOI’s to provide all-inclusive services based

on the work package deliverables detailed within this EOI. Only companies with demonstrable

knowledge and experience within the identified domains will be considered.


All service providers pre-approved will be registered as preferred suppliers for a period of 36

months during which time they will be invited to tender for work on a project-by-project basis.

Please note the following:

Companies may submit an EOI for individual competencies or can do so for all competencies

indicated within this EOI. Submissions will be scored according to the scoring sheet in Annexure

A. Each work package that the company submits an EOI for must be submitted in a separate

submission, clearly marked on the outside with the EOI number and the work package number

they are responding to.

4 EOI SPECIFICATIONS (OVERVIEW OF REQUIREMENTS)

All expressions of interest are to be submitted in a format specified in this enquiry (as

applicable). However, companies are welcome to submit additional or alternative expression of

interest over and above the originally specified format (e.g. other capabilities that you may deem

to be relevant).

Companies and/or individuals are requested to provide proof of:

• Company and/or Individual Capability - List of previous projects, organogram, and

reference letters in the consulting industry as per work packages interest is expressed

in. This should be submitted in the format as indicated in Annexure A

• Resources - A team consisting, at minimum, of a contracts manager with at least 7 years’

experience and a specialist resource(s) as per individual work package discipline. CV’s

of resources are required to be submitted using the format in Annexure B. Note that

CV’s are not to exceed two (2) pages.

• Sufficient depth in the organisation needs to be indicated and committed to, or access

to team members with suitable experience in all aspects as required in individual work

packages.

• The whole team will be verified and scrutinised before placement of any orders. The

CSIR is not obligated to accept candidates proposed and may request alternatives at

such time when a proposal is requested for a particular work package.

Note that submissions will be scored according to the scoring sheet in Annexure C.

The table below lists the services that are required. Each service is further elaborated on in

identifying the specific qualifications, capability requirements and relevant experience required

for the specific work package.


Work Package Description

1 System Analyst/Developer

2A Financial Accounting And Auditing Services

2B Property/Real Estate Specialist

3A Professional Services: Spatial Planning & Design For Prosperous And Sustainable Communities

3B Facilitating Development And Transformation

3C Municipal Service Delivery For Sustainable Settlement

Development

3D IDP And Strategic Planning Support

3E Design Of Land Use Management Systems And Tools

4 Cost Models

5A Facilities Management And Condition Assessments/ Immovable

Asset Management: Civil Engineer Or Civil Technician

5B Facilities Management And Condition Assessments/ Immovable

Asset Management: Electrical Engineer Or Technician

5C Facilities Management And Condition Assessments/ Immovable

Asset Management: Mechanical Engineer Or Technician

6 Technical On-Site Support For Municipal PMUs

7 Capacity Development Services

8 Policy Development Services

9 3D Walkthrough

10 Road Infrastructure And Road Furniture

11 Municipal Water Reticulation and Water Balance

12 Municipal Coordinator

CSIR TENDER DOCUMENTATION

Work Package 1: SYSTEM ANALYST/DEVELOPER

Qualifications Capability Requirements Relevant Experience

Bachelor’s degree in Systems Analysis - BSc / BCom Degree in IT or Systems Analysis Qualification or equivalent industry certification.

• Demonstrated experience in the specific area of System Analyst Developer.

• Demonstrated ability of programming skill in a language such as C#, VB.NET, Java, ASP.NET

• Demonstrated ability in applications of Microsoft related operating systems, Visual Basics 6 or Visual Studio, SQL Server and open source

• Demonstrated ability in database design, software design, development and implementation

• Demonstrated ability in database driven applications

• Demonstrated ability of the use of third party development tools

• Demonstrated ability of Web programming / design

• All relevant legislation applicable to the different tiers of government/ sector/ industry, and any other regulatory requirements relevant to a specific technical area of competence, and as amended from time to time, are to be taken into consideration and reflected in all deliverables.

• Providing related experience in Systems Design and Architecture

• Minimum 5 years’ of experience

• Building full software solutions from conceptualisation / user

• functional specifications to implementation / maintenance and support

• An added advantage will be knowledge of fixed asset management preferably in the Government Sector

• Assist in migrating existing software and data from various platforms to new systems

• Perform Technical Software maintenance support to internal and external clients

• Providing a capability in the area of Inter-systems communication (data sharing) between CSIR, clients and their stakeholders

• Providing a capability to create of data-driven Reporting solutions.

• Demonstrating the ability to provide related services across provinces, where relevant have a national footprint.

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WORK PACKAGE 2A FINANCIAL ACCOUNTING AND AUDITING SERVICES


Bachelor's Degree in the finance field. Registration with a recognized professional body/ institution, relevant to tender requirement (SAICA; IRBA) – qualifications: CA (SA)”

• Demonstrated ability of the preparation of annual financial statements for a complex portfolio in a National Government environment.

• Demonstrated ability and working knowledge in government finances and Immovable Assets Financial notes and reports.

• Demonstrated capability / proven hands-on experience in recommendations for compliance purposes.

• Demonstrated capability in financial services, co-operative governance.

• Demonstrated capability / proven hands-on experience to collect, analyse and categorise annual expenditure.

• Demonstrated ability of drafting of Interim disclosure notes.

• All relevant legislation applicable to the different tiers of government/ sector/ industry, and any other regulatory requirements relevant to a specific technical area of competence, and as amended from time to time, are to be taken into consideration and reflected in all deliverables.

• Design and development of policies and methodologies and guidelines for financial management in local municipalities.

• A minimum of 7 years’ demonstrated experience in the specific area of Financial Accounting and Audit Services.

• Experience in working with in the National and Local government sector including sector departments.

• Experience with national regulations and governance matters around asset management and financial planning.

• Experience with Legal and compliance regulations in the local government sphere.

• Candidate must also provide experience of delivering on projects that used “the modified cash and GRAP standards” and highlight experience of review of AFS with regards to technical accounting issues”

WORK PACKAGE 2B: PROPERTY/REAL ESTATE SPECIALIST


Masters or Bachelor's degree in real estate management, property/ real estate economics, property management, development/facilities management or relevant qualification.

• Demonstrated ability of the preparation of qualitative land reports.

• Demonstrated ability of preparation of Land reports of Endowment Properties in accordance with Treasury Regulations (Land and Buildings of Act No. 33 of 1922).

• Demonstrated capability / proven hands-on experience property (Land and Building) valuations.

• Demonstrating the ability to provide related services across provinces, where relevant have a national footprint.

• A minimum of 5 years’ demonstrated experience in the specific area of Property / Real Estate.

• Experience in Property/real estate economics.

• Experience in Property Management and development.

• Experience in real estate management

• Legal and compliance.

• Regulations and governance.

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WORK PACKAGE 3: PROFESSIONAL SERVICES

A) SPATIAL PLANNING & DESIGN FOR PROSPEROUS AND SUSTAINABLE COMMUNITIES

Required qualifications & relevant

experience Resource capability requirements

Multi-disciplinary team with relevant

qualifications and demonstrated

experience:

Team leader:

Minimum qualifications: A post-graduate qualification in a relevant field, such as development planning, engineering, architecture, commerce, economics, etc. Minimum demonstrated experience: Ten (10 years) experience in the field. Multi-disciplinary team:

Minimum qualifications: R relevant qualifications, e.g.:

• Town and Regional Planning/

Development Planning

• Urban Economics/ Development

Economics/ Property Economics

• Housing/ Architecture/ Urban

Design

• Futures studies

• Civil engineering

• Humanities, e.g., Social and

Community Development

Minimum demonstrated experience:

Prospective bidders should have experience in developing municipal or area-based spatial planning design concepts that:

- are strategic and forward looking in nature, - are based on a shared spatial vision of the development direction of an area, - will ensure optimal integration of land uses, - incorporate or re-direct current initiatives, - guide the promotion and support of sustainable economic development, - inform and guide spatial planning at a precinct level, - steer human settlement development in terms of location and prioritisation, and - coordinate future investments spatially.

The different members of the multi-disciplinary team should be able to work in an integrated manner to ensure integration between the various aspects of spatial planning. For example, the prospective bidder should illustrate their ability to develop a Local Economic Development (LED) framework, but also how the LED framework supports the spatial vision and align with human settlement planning.

Prospective bidders should submit a schedule of key projects that team members have been involved with during the past 10 years or more, that will provide evidence of the following:

- Experience in working with local municipalities (LMs).

- Successful project planning and management.

- The ability to interpret and apply relevant legislation, guidelines, principles, policies, and regulations.

- Excellent analytical, communication (especially visual), facilitation, and writing skills.

- The ability to offer innovative solutions to address challenges and shortfalls in the current approaches of

a local municipality.

- The ability to incorporate (and translate) provincial, regional and district plans, strategies, and

frameworks into municipal-wide or area-based proposals.

- The ability to incorporate (and translate) local plans e.g., Local Spatial Development Frameworks, Area

Development Plans and Precinct Plans into municipal-wide proposals and vice versa.

The key projects should also provide specific evidence of the following:

• Experience with the development of municipal and/or area-based spatial development frameworks,

spatial visions and/or similar assignments. This would imply:

- The ability to interpret the ‘spatial logic’ that is unique to a municipality.

CSIR EOI No. 8047/17/09/2021 of 31

- The ability to make proposals for future land uses, economic growth points, spatial connections, etc.

based on community needs, sound planning principles and available evidence.

- The ability to interpret and apply evidence, specifically related to the regional space economy and

regional migration trends, to inform spatial planning and design.

• Experience with the development of spatial scenarios, the identification of regional spatial economic

trends, town growth forecasting and planning and/or similar assignments. This would imply:

- The ability to interpret the ‘spatial logic’ that is unique to a municipality.


regional migration trends to formulate spatial scenarios for a municipal area.

- The ability to understand current and identify possible future spatial development options (e.g.,

alternative infrastructure delivery options or new transportation linkages) based on sound evidence.

• Experience with the development of both municipal and area-based Local Economic Development (LED)

frameworks, strategies or plans to guide the promotion and support of sustainable economic

development in a municipality or a local area. This would include:

- The ability to evaluate a local economy per sector to identify potential economic opportunities.


regional migration trends, to inform LED.

- The ability to identify ways to attract and promote inward investment.

- The ability to identify needs and gaps in enterprise support and business infrastructure.

- The ability to identify approaches to support SMME development and regulation of informal trading.

- An understanding of the roles and responsibilities of the provincial government, including a

comprehensive understanding of their operating environment, mandates, and objectives.

- The ability to design and provide implementation support of viable LED interventions such as incentive

schemes and/or support schemes earmarked for small business development and community

empowerment.

- LED project implementation with economic stakeholders including communities, municipalities and other.

• Experience in the human settlements sector through the development of human settlements plans,

human settlement chapters of IDPs, HDA Spatial Transformation Plans and/or similar assignments.

This would imply:

- The ability to identify strategically located land for the future development and implementation of

sustainable human settlements projects.

- A clear understanding of bulk infrastructure availability, carrying capacity and lifespan.

- A clear understanding of the roles and responsibilities of relevant stakeholders critical to achieving

integration of housing planning with integrated development planning in the municipality.

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regional migration trends, to inform human settlements planning and design.

- The ability to interpret current housing backlog and demand (numeric extent and number of potential

beneficiaries per subsidy instrument/ priority issue).

- The ability to provide guidance in prioritisation of housing projects.

- The ability to provide guidance on different aspects of a sustainable human settlement including informal

settlement upgrading, densification and integration, growth management, location of new projects and

social and economic infrastructure provision.

• Experience in the development of local spatial plans and development strategies e.g., Local Spatial

Development Frameworks, Area Development Plans and Precinct Plans and/or similar assignments.

This would imply:

- The ability to interpret the ‘spatial logic’ that is unique to a village or a precinct and to apply this spatial

logic to develop localised spatial, social, and economic developmental strategies that will guide land use

and public space, support movement routes and consider historical and heritage sites in a precinct or

village.

- The ability to interpret and apply evidence, specifically related to growth and migration trends, to inform

local spatial planning and design proposals related to e.g., densities, growth management, mixed land

uses and proposed built form (housing typologies).

- The identification and undertaking of relevant land regulation requirements to enable project

implementation.

- The ability to incorporate or re-direct current initiatives and coordinate future investments spatially.

- The ability to develop public environment design codes, which may encompass three-dimensional

visualisation and precedent examples.

- The ability to determine and understand the existing capacities and condition of infrastructural

components, including water, sewerage, electricity, roads, and stormwater.

The following will be regarded as an added advantage:

- Experience with working in rural regions and with mining municipalities. - Experience with capacity development and/or innovative practices to strengthen capabilities of relevant

role players and/or transfer of knowledge regarding project deliverables (e.g., methods used to develop deliverable, future use of the deliverable) and implementation.

- A track record of strategies and project development that optimises local resources and local capacities to build local potential.

- Experience with creating economic development opportunities and livelihoods, through incorporating innovation related to e.g., green technologies, sustainable service delivery, enterprise opportunities for young people.

- The illustrated ability to explore and use best practices from regional, national, and international spheres.

CSIR EOI No. 8047/17/09/2021 of 31

- /Experience in the resettlement of communities. - Experience in the identification and facilitation of location specific partnering (with efficient relationships

between the public and private realms) that will be critical for local economic development initiatives.

3B) FACILITATING DEVELOPMENT AND TRANSFORMATION



Individual and/or small team with

relevant qualifications and

demonstrated experience:

Minimum qualifications: Bachelors degree or equivalent diploma’ e.g.:

• Town and Regional Planning/ Development Planning

• Urban Economics/ Development Economics/ Property Economics

• Housing/ Architecture/ Urban Design

• Futures studies

• Civil engineering

• Humanities, e.g., Social and Community Development

Minimum demonstrated experience

in facilitation within the municipal

development environment::

Lead facilitator: Experience of Ten Years. Team of facilitators:

The individual and/or small team should have experience in the design and facilitation of engagement

processes and sessions that form part of development planning endeavours. These processes and

engagements may include municipal level integrated development planning, inter-sectoral alignment to

support improved development outcomes, spatial visioning and scenario development processes, land and/or

infrastructure and/or housing development planning and decision-making processes.

Experience in working in the South African built-environment context is required, which implies a clear

understanding of the South African development planning governance, policy and legislative environment.

Extensive experience in the design and facilitation of engagements aimed at improving collaboration and

impact in relation to:

• Built-environment processes, well-being and economic transformation, social justice, spatial

transformation, institutional dynamics;

• Knowledge and understanding of settlement and built environment development processes;

• Municipal and local government and intergovernmental processes in South Africa;

• Community engagements with a diversity of role players at grass root level, including community and

social entrepreneurs;

• Decision-making and capability development and empowerment of built environment practitioners, as well

as municipal leaders, and especially councillors and politicians;

• Facilitation and mediation of transformative engagements and/investment and policy decisions explicitly

designed to strengthen development impact and/partnerships or networks;

• Developmental engagements that include high profile political and industry leaders and officials; and

• Work that centres around visions for a new future, involving local and global sustainability agendas and

inclusivity.

Illustrate evidence of facilitation approaches and capabilities that:

• Explicitly supports and enables transformation, action, partnership

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• Co-design approach involving clients to enable understanding the root causes of the challenges an

organisation/community is dealing with and co-ownership of process.

• Processes, tools and communication in support of facilitation that are creative and experiential

• Use and design of methodologies that help to create clarity on complex issues

• Approaches, methods and tools that encourage people to work from the inside out and is based on

creating human connection.

• In -person and virtual offerings

• Support collaboration, co-ownership and knowledge creation;

• Process and tools that enable the creation of outputs that can be used as co-created results of

engagements during facilitated engagement sessions.

The facilitator needs to illustrate as part of experience, the ability to support in-service capacity development

including:

• Their ability to work as part of a team, and in an integrated manner;

• Capabilities to support in-service capacity development for facilitation, as well as design of processes,and

the application of appropriate tools;

• Capability to illustrate the value of processes that are based on the premises of deep connection and

transformative dialogue, and build capacity amongst development practitioners to facilitate and design

meaningful facilitated experiences; and

• Develop and/or implement context- appropriate co-production methodologies for intervention and change.

An added advantage will be:

• Experience in supporting diverse stakeholders to bridge the challenges of collaboration and joint

prioritisation and visioning;

• Experience in facilitation processes designed to enable engagement in diverse, multi-cultural, multi-

disciplinary, multi-language ,and other contexts;

• Experience with the design and implementation of councillor, and other local government capacity

development initiatives; and

• Proven track record and ability to generate innovative and powerful visual tools, reports and capturing of

work sessions.

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3C) MUNICIPAL SERVICE DELIVERY FOR SUSTAINABLE SETTLEMENT DEVELOPMENT



Individual and/or small team with relevant


experience:

Minimum qualifications: Minimum demonstrated experience: At least one of the team members: Ten Years.

The individual and/or small team should have experience and expertise in quantitative service demand

modelling, infrastructure costing, housing supply and demand modelling to assess the impact, and provide

advice on investment decisions and service delivery models to enable sustainable urban/settlement

growth.

Decision-support and cost-benefit analyses to improve the efficiency as well as quality of, and access to,

municipal services (with a specific emphasis on the interactions between land, housing and infrastructure),

considering implications for municipal financial viability, sustainability of service delivery and the South

African regulatory context (municipal, as well as other relevant spheres and sectors).

Proven ability to facilitate strategic processes, as well as support decision-making and capability

development in relation to the above.

A proven track record in research, policy development, financial analysis and fiscal impact assessments

considering the sustainability of township developments and a range of municipal services, as well as the

technical capability to generate relevant evidence and conduct modelling (including appropriate and

innovative tools and technologies) to support such processes.

Project experience needs to include the application of the above capabilities in relation to long-term

settlement and infrastructure planning and modelling, service demand modelling and planning, formal and

informal settlement servicing strategies, sector specific strategy and policy development (eg. development

charges, tariff setting), as well as municipal financial planning (capital and operational).

Excellent analytical, communication, facilitation and writing skills.

Proven ability to successfully manage and deliver projects outputs.

In relation to the above experience, a proven track record of the follow will be highly recommended:

- The development and use of relevant financial models to support the analyses in the South African

municipal context;

- Development and review of alternative and innovative service delivery models (including industry

partnerships);

The ability to generate qualitative and quantitative evidence that can support decision-making in the public interest.

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3D) IDP AND STRATEGIC PLANNING SUPPORT


experience

Resource capability requirements



experience:

Minimum qualifications: Minimum demonstrated experience: At least one of the team members: Ten Years.

The individual and/or small team should have experience and expertise in quantitative service demand

modelling, infrastructure costing, housing supply and demand modelling to assess the impact, and provide

advice on investment decisions and service delivery models to enable sustainable urban/settlement

growth.

Decision-support and cost-benefit analyses to improve the efficiency as well as quality of, and access to,

municipal services (with a specific emphasis on the interactions between land, housing and infrastructure),

considering implications for municipal financial viability, sustainability of service delivery and the South

African regulatory context (municipal, as well as other relevant spheres and sectors).

Proven ability to facilitate strategic processes, as well as support decision-making and capability

development in relation to the above.

A proven track record in research, policy development, financial analysis and fiscal impact assessments

considering the sustainability of township developments and a range of municipal services, as well as the

technical capability to generate relevant evidence and conduct modelling (including appropriate and

innovative tools and technologies) to support such processes.

Project experience needs to include the application of the above capabilities in relation to long-term

settlement and infrastructure planning and modelling, service demand modelling and planning, formal and

informal settlement servicing strategies, sector specific strategy and policy development (eg. development

charges, tariff setting), as well as municipal financial planning (capital and operational).

Excellent analytical, communication, facilitation and writing skills.

Proven ability to successfully manage and deliver projects outputs.

In relation to the above experience, a proven track record of the follow will be highly recommended:

- The development and use of relevant financial models to support the analyses in the South African

municipal context;

- Development and review of alternative and innovative service delivery models (including industry

partnerships);

The ability to generate qualitative and quantitative evidence that can support decision-making in the public interest.

CSIR EOI No. 8047/17/09/2021 of 31

3E) DESIGN OF LAND USE MANAGEMENT SYSTEMS AND TOOLS

Required qualifications & relevant experience Resource capability requirements


qualifications and demonstrated experience:

Minimum qualifications: A Bachelor’s or relevant equivalent degree in Town

and Regional Planning., as well as professional

registration with the South African Council for

Planners.

Minimum demonstrated experience At least one of the team members: Ten Years.

The individual and/or small team should have extensive and recent experience with land use

management in South Africa, not only from a practical perspective, but also from a theoretical

and policy perspective. Evidence should reflect:

• In-depth knowledge of the requirements of the Spatial Planning and Land Use Management

Act 16 of 2013 (SPLUMA) and an encompassing understanding of South Africa’s planning

system.

• The ability to interpret and incorporate other planning legislation, guidelines, principles,

policies, and regulations for instance to include land use and development provisions

specifically to promote the effective implementation of national and provincial policies in the

South African context.

• Experience in developing, reviewing and/or improving municipal land use schemes or similar

assignments in South African municipalities:

- In accordance with the vision, objectives, and broad strategic focus of the IDP, SDF and

the associated Strategic Environmental Assessment (SEA) of a municipality (translating

the intentions of these broader plans).

- In support of land development, growth management and sustainable development, for

instance enabling the inclusion of certain land uses and considerations for innovative

practices to give effect to a Local Economic Development strategy/initiative.

• Experience in working with the management and regulation of areas under traditional

leadership, rural areas, informal settlements, industry role players, and areas not previously

subjected to a land use scheme.

• The ability to interpret land use and land audit data to advise on appropriate and detailed

management controls (clauses and maps) that will enable the municipality to manage impact

and realise its spatial vision.

• The ability to:

- Conduct a review/gap analysis of work already done and integrate existing

categories/schemes into a new land use scheme.

- Plan and execute a consultation and participation process so that proposed planning

scheme zone designations are validated and based on clear vision statements and

statements of intent.

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- Engage the necessary specialists to advise on the development of a land use scheme, for

example, agricultural, environmental, legal, engineering, and social development

expertise, as necessary. Of particular importance are legal experts with experience in

planning law, schemes, appeals and local/indigenous knowledge land use practices.

- Consider the implications of municipal capabilities and institutional processes in the

development and use of land use management instruments.

Evidence should also be provided of the following:

• Experience in working with local municipalities (LMs).

• Successful project planning and management.

• Excellent analytical, communication, facilitation, and writing skills.

• The ability to offer innovative solutions to address challenges and shortfalls in the current

approaches of a local municipality.

• The ability to incorporate (and translate) provincial, regional and district plans, strategies, and

frameworks into municipal-wide frameworks.

• The ability to incorporate (and translate) local plans e.g., Local Spatial Development

Frameworks, Area Development Plans and Precinct Plans into municipal-wide proposals.

The following will be regarded as an added advantage:

• Experience with land use management and/or innovation to address challenges experienced

by municipalities impacted by substantial mining activities.

Ability to support the capability development of municipal teams and relevant decision-makers

through the duration of the project process and especially in support of implementation (e.g.,

methods used to develop deliverable, future use of the deliverable).

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WORK PACKAGE 4: COST MODELS


Bachelor's Degree

Quantity Surveying

and Professional

registration with

relevant body.

• Demonstrated ability to develop cost models

• Ability to update existing cost models with new elements relevant to BER

• Demonstrating the ability to provide related services across

provinces, where relevant have a national footprint

• Minimum 8 years’ experience

• Advising on the maintenance cost of specific buildings e.g

heritage and non-heritage buildings.

• Skills and experience in the disciplines of one or more of

Civil, Mechanical and Electrical Engineering

• Experience in maintenance budgeting / modelling and

reconstruction costs and depreciation calculation

• Advising on maintenance programme and cost

predictions for building and installations.

• Evaluating buildings i.e. replacement valuations for fire

insurance, risk management, value engineering etc.

• Advising on maintenance programme and cost

predictions for building installations.

• Evaluating buildings i.e. replacement valuation for fire

insurance, risk management value engineering, etc.

• Land and building valuations

• Regulations and governance

• Legal and compliance

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WORK PACKAGE 5: FACILITIES MANAGEMENT AND CONDITION ASSESSMENTS/ IMMOVABLE ASSET MANAGEMENT

WORK PACKAGE 5A: CIVIL ENGINEER or CIVIL TECHNICIAN


Tertiary qualification and specialisation in the built and construction industry and engineering infrastructure for specialised facilities,

• Demonstrated ability to conduct condition and performance

assessments

• Establish immovable asset function, suitability and

compliance matters

• Demonstrating ability to develop maintenance plans.


provinces, where relevant have a national footprint.

• Ability to develop maintenance plans with cost estimates

Added Advantage:

• Demonstrated ability to carry out CAD Drawings.

• Demonstrated GIS capabilities

• Condition assessments and performance assessments,

minimum of 2 years’ assessment experience in non-

complex facilities.

• Minimum of 3 years’ assessment experience in complex

facilities

• Minimum of 5 years’ assessment experience in specialised

facilities

• Experience built environment field to be able:

o To differentiate on building or infrastructure asset

elements condition;

o Identify and report the cause of defects on asset

elements;

o Identify and indicate the correct asset element

description.

o Prepare site and detailed building drawings

o Establish the replacement and repair work cost of

asset elements;

o Make recommendation on required type of

maintenance

o Development of maintenance plans with and

quantification of scope of work.

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WORK PACKAGE 5B: MECHANICAL ENGINEER or TECHNICIAN


Tertiary qualification or a trade in the electrical Engineering field. Tertiary qualification and specialisation in the building electrical works,

• Demonstrated ability to conduct condition assessments of

mechanical infrastructure including but not limited to: pumps

and valves, compressors, HVAC systems, dust control

systems.

• Demonstrated ability to develop maintenance plans.

• Demonstrated the ability to provide related services across

provinces, where relevant have a national footprint.


Added Advantage:



• Mechanical engineering experience in non-complex with minimum of 2 years’ in mechanical assessment and minimum of 3 years’ assessment experience in complex facilities

• Visual mechanical inspection followed testing of mechanical elements and components to test their functional and compliance matters.

• HVAC current testing if required dependent on facility

complexity

• Experience in developing asset registers for electrical

infrastructure.

• Experience in compiling maintenance plans including

cost estimates.


WORK PACKAGE 5C: ELECTRICAL ENGINEER or TECHNICIAN


Tertiary qualification or a trade in the electrical Engineering field. Tertiary qualification and specialisation in the building electrical works,

• Demonstrated ability to conduct condition assessments of

electrical infrastructure

• Demonstrating ability to develop maintenance plans.


provinces, where relevant have a national footprint


Added Advantage:



• Electrical engineering experience in non-complex

with minimum of 2 years’ in electrical assessment and

minimum of 3 years’ assessment experience in

complex facilities

• Visual electrical inspection followed testing of

electrical elements and components to test their

functional and compliance matters.

• Heavy current testing if required dependent on facility

complexity

• Experience in developing asset registers for electrical

infrastructure.

• Experience in compiling maintenance plans including

cost estimates.

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WORK PACKAGE 6 TECHNICAL ON-SITE SUPPORT FOR MUNICIPAL PMUs


Bachelor's Degree / BTech in Civil Engineering

• Candidates have to be knowledgeable and well experienced

in terms of Civil Engineering, Project Management, and Local

Government operations, relevant legislation and procedures

and practices that apply to each of these subject areas.

• Provide on-site support to the PMU management and officials

in support of ensuring optimal project management practises

within the local government context;

• Demonstrate the ability to support, guide and work with a

diverse group of people with various levels of knowledge and

experience in setting appropriate standards of work and

behaviour;

• Demonstrate the ability to contribute towards and work within

various levels of reporting structures in a project environment;

• Provide technical capacity development and coaching to PMU

officials on operational matters such as technical and project

management processes, procedures and best practices;

• Demonstrate the ability to support and enable the

implementation of applicable project management functions

including, but not limited to planning, scope development and

control, cost and budget management, scheduling and time

management, reporting and record-keeping, monitoring and

evaluation, procurement and contract management, quality

control and risk management, communication (written, verbal,

interpersonal), administration and configuration management

and effective stakeholder management.

• A minimum 5 years’ experience and demonstrated

capability working within the local municipalities to

support project management implementation and the roll

out of MIG, and other funded projects;

• Demonstrated understanding of, and experience in

Municipal Management, applicable legislation and

application in terms of:

o Finance management o Systems e.g. MIS and PMU processes o Funding facilitation with specific reference to the

MIG processes and reporting requirements o Managing dynamics within groups o Capacity building and coaching o Services provision o Operation and maintenance o Facilities management

• Demonstrated experience in the implementation of

diverse infrastructure projects. e.g. roads and storm water,

water reticulation, sewer reticulation, etc.

CSIR EOI No. 8047/17/09/2021 of 31

WORK PACKAGE 7 CAPACITY DEVELOPMENT SERVICES


Bachelor’s Degree / post graduate qualification in Human Resource Development/ Social Sciences/ Education, Training and Development/ Management Studies, or related fields.

Specialist capacity development services required to provide for, and implement project-specific capacity development services in:

• a variety of technical fields e. g: Facility management; Infrastructure management, Local Government service delivery; and

• across sectors e. g: government tiers (national; provincial; local) private; and academic.

Please specify in your submission documents, both the technical field, as well as the relevant capabilities that you are responding to.

The resource capability requirements may include, but are not limited to:

• Demonstrated ability and evidence to design and develop capacity development learning strategies, products, tools, and support material

• Demonstrated ability and evidence to translate specific project requirements (often technical of nature) into appropriate capacity development responses

• Demonstrated ability and evidence to facilitate project-specific short courses/learning opportunities in relevant technical fields (e. g: Facility management; Infrastructure management; Condition assessment, Local government practices)

• Demonstrated ability and evidence to facilitate short courses /learning opportunities in people; leadership; and management skills (e. g: team building, conflict management) and develop relevant learning support material (e. g: slides; exercises)

• Demonstrated ability and evidence to design and develop project-specific coaching and mentoring models, programmes, practices.

• Demonstrated ability and evidence to design and develop project-specific learning assessment strategies, products and tools

• Sound knowledge and demonstrated application of relevant legislation applicable to the different tiers of government/

A minimum years of five years’ demonstrated experience and evidence

• working within the specific field/sector; and

• as per the relevant capability requirement

identified.

CSIR EOI No. 8047/17/09/2021 of 31

sector/ industry, and any other regulatory requirements relevant to a specific technical area of competence, and as amended from time to time, are to be taken into consideration and reflected in all deliverables.

• Evidence of registration and/or affiliation to relevant bodies that are operational within specific sectors (e. g registered as training services provider with SAFMA)

• Demonstrated ability to provide related services across provinces, and where relevant have a national footprint

WORK PACKAGE 8 POLICY DEVELOPMENT SERVICES


Bachelor's Degree in related fields e.g. Law/ Public Management / Public Administration/ Human Resources

• Knowledgeable and well experienced in terms of Local Government operations, relevant legislation and the integration of related aspects across the different tiers of government that may influence municipal policy development and implementation.

• Provide expertise regarding content development, municipal processes and policy approval and implementation in support of Policy development across a wide variety of functional areas that inform service delivery to both internal and external clients for identified municipalities;

• Demonstrate the ability to support policy development and implementation across the range of activities including but not limited to: conducting needs analyses, planning, sourcing and implementing applicable legislative requirements, developing related products and material, etc.

• Demonstrate proven working experience with, and participation in intergovernmental organisations (e. g SALGA, CoGTA, MISA etc.) that provide evidence of practical knowledge of working within the current government context and related requirements, and especially related to local government matters;

• Demonstrate the ability to support, guide and work with diverse groups of people with various levels of knowledge and experience in policy development and implementation;

• A minimum 5 years’ experience and demonstrated capability working within local municipalities to support policy development and implementation across a wide variety of functional areas that inform service delivery to both internal and external clients for identified municipalities ;

• Demonstrated understanding of, and experience in Municipal Management, applicable legislation and application in terms of:

• Municipal services provision

• IDP requirements and processes

• Related reporting requirements and systems

• Demonstrated evidence of experience within the government environment regarding content development, municipal processes and policy approval and implementation across a wide variety of functional areas that inform service delivery to both internal and external clients;

• Demonstrated evidence of experience regarding policy development and implementation across a wide range of organisations, functional areas and activities;

• Demonstrated evidence indicating working experience with, and participation in inter-

CSIR EOI No. 8047/17/09/2021 of 31

• Facilitate interactive, consultative work, and capacity development sessions, including but not limited to e.g. consultative discussions with key stakeholders, soliciting information from internal and external stakeholders; and providing for learning opportunities to municipal officials; and

• Contribute towards, and work within various levels of reporting structures in a project environment.

governmental organisations to indicate knowledge and experience of government context and related requirements, especially local government implementation;

• Demonstrated evidence of working within a project environment ,and with a variety of target groups across different organisations; and

• Demonstrated evidence to indicate relevant facilitation and material development experience.

WORK PACKAGE 9: 3D WALKTHROUGH


Bachelor's Degree / National Diploma / Honours, in Architecture / Town Planning/ Geography/ Interior Design / Business Leadership

• Demonstrated ability in assistance to the health, education, construction and real estate industries.

• Demonstrated ability to capture 3D architectural videography (virtual tour) of buildings with 360 degree views with 48 hour turn-around time upon shooting (for a typical building of approximately 300 square meters).

• Demonstrated ability to capture measurements within the virtual reality videography

• Ability to generate point clouds and polygons for as-built and construction documentation.

• Demonstrated capabilities to integrate systems for seamless integration of all data and other information.

• Demonstrated ability to capture editable Information Tags that capture range of information such as information tables, images, notes, video, etc., which must be seamlessly and digitally integrated and reflected in the 3D virtual tour models.

• Demonstrated ability to use customised Menus and Filters to navigate building and spaces.

• Demonstrated ability to capture drone aerial videography (panoramic views) of buildings/facilities and site spaces in the form of 360 degree imagery.

• Demonstrated ability to have live video chats to allow for simultaneous navigation of spaces.

• Demonstrated ability to securely host the 3D architectural videography and other data.

• A minimum 2 years’ in rendering architectural Videography (3D Virtual models) and drone aerial imagery.

• hands-on experience working with spatial data creation platforms (e.g., AutoCAD, AutoCAD Map 3D, AutoCAD Civil 3D or similar spatial drawing software)

• Execute project delivery on time, on budget and meeting quality standards, with allocated resources.

CSIR EOI No. 8047/17/09/2021 of 31

• Demonstrated ability in virtual staging to see how a space will look.

• Demonstrated ability to turn physical store to a virtual store.

• Information management and analytics.

• Basic Condition Assessment and flagging of key issues.

• Capability to implement quality management and assurance plan.

• Conduct quality control on all spatial deliverables; e. g: 2D/3D drawings, 3D walkthroughs, PDF’s, reports and data to meet project specific requirements.

• Implement and maintain system and data version control.

WORK PACKAGE 10: ROAD INFRASTRUCTURE AND ROAD FURNITURE


Bachelor’s Degree / post graduate qualification in Civil Engineering and related fields.

• Demonstrated ability to carry out condition assessments on roads including road furniture.

• Ability to manage the portfolio of the road network.

• Ability to create a database with unique link nos.

• Ability to create geo-locations of links a roads.

• Ability to calculate Visual condition index for assessed roads.


• Civil Engineering specialising in transportation Planning/Technology

• Civil Engineering specialising in transportation Planning/Technology

• Minimum eight years’ experience

• Familiar with Road Infrastructure Management Systems (RIMS)

• Experience with Pavement management systems and Pavement condition assessments.

• Experience in the system used for the management of road infrastructure by looking at management functions, typical system components, components selection and generic steps to system implementation

• Familiar with Road Infrastructure Safety Management (RISM) which support a road authority indecision making related to the improvement of safety on a road network.

• Experience with road safety procedures in each stage of road development

• Experience with Road Infrastructure Remedial Solutions

CSIR EOI No. 8047/17/09/2021 of 31

WORK PACKAGE 11: MUNICIPAL WATER RETICULATION AND WATER BALANCE


Bachelor’s Degree / post graduate qualification in Civil Engineering / Water Engineering

• Identify and map existing water reticulation network

• Reduce water losses and improve revenue enhancement for water

• Implement relevant tools and technologies to undertake and improve water management processes

• Effectively manage water balance and reporting

• Optimise water balance processes

• Leak detection


• Experience with water engineering

• Experience with municipal water infrastructure including but not limited to;

o reticulation networks, o bulk water supply, o bulk water metering o water loss management

WORK PACKAGE 12: MUNICIPAL COORDINATOR


Qualifications: National Diploma / Bachelor's Degree / Honours, in Politics and Administration; Masters Degree is advantageous,

• Lead the development of specific focus areas and themes for the Municipality which will include facilitating and coordinating the identification and design of the specific initiatives within specific focus areas for the Municipality

• Lead the development of the Municipal specific Work Plan / Implementation Programme and ensuring that correct requirements are articulated for the identification of specialists to meet the technical and capacity building outcomes that are defined

• Ensuring that the specialists (and other team members) are meeting the capacity building and technical outcomes committed to in the Work Plan / Implementation Programme

• Ensuring the implementation of programme-level requirements

• Ensuring the integration, inputs and buy-in from various stakeholders as well as their regular updates on progress

• Negotiating, facilitating and confirming any changes in the capacity building and technical outcomes in the scope of the initiatives

• Coordinating the drafting of proposals for funding

• Minimum 8 years experience

• Implementation of the Provincial and District Health Systems

• Capacity building for community organisations

• Training material development and capacity building for various organisations on Planning, Monitoring and evaluation

• Technical advice on implementation of best practices for infrastructure planning and implementation

• Capacity building to provincial department officials on infrastructure programme and project management

• Managing implementation of Provincial and local Government level IDMS

• Financial management of infrastructure programmes and implementation of procurement systems

• Implementation of infrastructure best practices by providing technical advice on planning, design, procurement, and implementation of infrastructure projects.

• Development of draft Infrastructure Asset Policies, Infrastructure Asset Management Plans with improvement plans for the municipality.

CSIR EOI No. 8047/17/09/2021 of 31

• Facilitation of all external and internal meetings, as well as online knowledge sharing sessions; this includes regular progress meetings with key stakeholders.

• Capacitation of municipal individuals with project management skills with the application of the SIPDM /FIDPM and CIDB standard for uniformity.

• Implementation of the Standard for Infrastructure Delivery and procurement Management (SIPDM) and the Framework for Infrastructure Delivery and procurement Management (FIDPM) to assist municipalities to understand the compliance requirements for infrastructure procurement including the changes that were brought by the FIDPM which replaced SIPDM.

• Long Term Asset Management planning, the training included managing life cycle of infrastructure assets, produced long term infrastructure Asset management plans, and importance of an infrastructure asset register that meets the best practices and requirements of Government Immovable Asset Management Act (GIAMA).

• Implementation of training on MIG- MIS

CSIR TENDER DOCUMENTATION

5 FUNCTIONAL EVALUATION CRITERIA

Service providers are required to complete the evaluation sheet as indicated in annexure A and

with envisaged scores and provide references to the submission for ease of evaluation. This will

then be verified during the evaluation process.

The evaluation of the functional/technical detail of the expression of interest will be based on

Annexure A Scoring Sheet:

5.1 Expression of interest with functionality / technical points of less than the pre-

determined minimum overall percentage of 70 % and less than 50 % on any of the

individual criteria will not be considered.

5.2 The service provider shall prepare for a possible presentation should CSIR require

such and the service provider shall be notified timeously.

5.3 The service provider is to carry out a self evaluation and clearly reference (indicating

pg. nos.) where supporting information will be found. That will be checked and

confirmed by the evaluation committee who will have final approval.

5.4 Service providers are urged to submit one response per work package.

5.5 Original or certified copy of B-BBEE certificate – (RSA suppliers only );

6 ELIMINATION CRITERIA

Expression of interest will be eliminated under the following conditions:

• Submission after the deadline;

• Responses submitted at incorrect location;

• Submissions from restricted suppliers in line with Treasury Regulations;

• Submission of incomplete documentation;

• Contract management of less than 7 years’ experience in the work package domain.

• Non-submission of self-evaluation sheet

7 NATIONAL TREASURY CENTRAL SUPPLIER DATABASE REGISTRATION

Before any negotiations will start with the winning bidder it will be required from the winning

bidder to:

• Be registered on National Treasury’s Central Supplier Database (CSD). Registrations can

be completed online at: www.csd.gov.za; and

• Provide the CSIR with their CSD registration number.

• Original or certified copy of SANAS approved B-BBEE certificate or affidavit on DTic

template (RSA suppliers only);

http://www.csd.gov.za/

CSIR EOI No. 8047/17/09/2021 of 31

SECTION B – TERMS AND CONDITIONS 8 EOI PROGRAMME

The EOI program, as currently envisaged, incorporates the following key dates:

• Issue of EOI documents: 03 September 2021

• Closing / submission Date: 17 September 2021

The CSIR will inform all successful suppliers qualifying to be registered on the CSIR supplier

database in due course.

9 SUBMISSION OF RESPONSES

9.1 All expressions of interest are to be submitted to [email protected].

9.2 Mail size is 25MB, please send multiple emails if exceeded

9.3 All expressions of interest are to be clearly marked with the EOI number on the subject line.

9.4 Responses submitted by companies must be signed by a person or persons duly authorised.

10 DEADLINE FOR SUBMISSION

Expression of interest shall be submitted at the email address mentioned above no later than

the closing date of 17 September 2021 during CSIR’s business hours. The CSIR business

hours are between 08h00 and 16h30.

Where an EOI is not received by the CSIR by the due date and stipulated place, it will be

regarded as a late EOI. Late EOI’s will not be considered.

11 EVALUATION PROCESS

The EOI evaluation process will include a functionality/technical evaluation. No price

evaluation will be done at this stage. To be a preferred supplier the service provider shall meet

the minimum threshold for functionality and will have a valid BBBEE certificate. Approved

suppliers shall meet a minimum threshold for functionality.


CSIR EOI No. 8047/17/09/2021 of 31

12 VALIDITY PERIOD OF RESPONSES

Each expression of interest shall be valid for a minimum period of six (6) months calculated

from the closing date.

13 ENQUIRIES AND CONTACT WITH THE CSIR

Any enquiry regarding this EOI shall be submitted in writing to CSIR at [email protected]

with “EOI No 8047/17/09/2021 - The Provision of Professional Services to the CSIR’s

Strategic Infrastructure Management programme” as the subject. as the subject.

14 MEDIUM OF COMMUNICATION

All documentation submitted in response to this Expression of Interest must be in English.

15 COST OF EXPRESSION OF INTEREST

Service providers are expected to fully acquaint themselves with the conditions, requirements

and specifications of this EOI before submitting responses. Each service provider assumes all

risks for resource commitment and expenses, direct or indirect, of EOI preparation and

participation throughout the EOI process. The CSIR is not responsible directly or indirectly for

any costs incurred by service providers.

16 CORRECTNESS OF RESPONSES

16.1 The service provider must confirm satisfaction regarding the correctness and validity of their

EOI.

17 VERIFICATION OF DOCUMENTS

17.1 Service providers should check the numbers of the pages to satisfy themselves that none

are missing or duplicated. No liability will be accepted by the CSIR in regard to anything

arising from the fact that pages are missing or duplicated.

17.2 Only electronic copies must be submitted

CSIR EOI No. 8047/17/09/2021 of 31

18 ENGAGEMENT OF CONSULTANTS

All potential service providers need to note that consultants will only be remunerated at the rates:

18.1 Determined in the "Guideline for fees", issued by the South African Institute of Chartered

Accountants (SAICA); or

18.2 Set out in the "Guide on Hourly Fee Rates for Consultants", by the Department of Public

Service and Administration (DPSA); or

18.3 Prescribed by the body - regulating the profession of the consultant.

19 TRAVEL EXPENSES

All potential service providers need to note that travel expenses will be managed as followed

should they need to travel on behalf of the CSIR in future:

19.1 All travel expenses for the CSIR’s account, be it directly via the CSIR’s travel agent or

indirectly via re-imbursements, must be in line with the CSIR’s travel policy. The following

will apply:

19.1.1 Only economy class tickets will be used.

19.1.2 A maximum of R1400 per night for accommodation, dinner, breakfast and parking will be

allowed.

19.1.3 No car rentals of more than a Group B will be accommodated.

20 ADDITIONAL TERMS AND CONDITIONS

20.1 Service providers shall not assume that information and/or documents supplied to CSIR, at

any time prior to this request, are still available to CSIR, and shall consequently not make

any reference to such information document in its response to this request.

20.2 Copies of any affiliations, memberships and/or accreditations that support your submission

must be included in the response.

20.3 An omission to disclose material information, a factual inaccuracy, and/or a

misrepresentation of fact may result in the disqualification of a response, or cancellation of

any subsequent contract.

20.4 Failure to comply with any of the terms and conditions as set out in this document will

invalidate the response.

CSIR EOI No. 8047/17/09/2021 of 31

21 CSIR RESERVES THE RIGHT TO

21.1 Extend the closing date;

21.2 Verify any information contained in a response;

21.3 Request documentary proof regarding any tendering issue;

21.4 Cancel or withdraw this EOI as a whole or in part; and

21.5 Not to include any supplier on the list of suppliers on the approved database based on

functional criteria not met.

22 DISCLAIMER

This EOI is an expression of interest only and not an offer document; answers to it must not be

construed as acceptance of an offer or imply the existence of a contract between the parties.

By submission of its EOI, service providers shall be deemed to have satisfied themselves with

and to have accepted all Terms & Conditions of this EOI. The CSIR makes no representation,

warranty, assurance, guarantee or endorsements to service provider concerning the EOI,

whether with regard to its accuracy, completeness or otherwise and the CSIR shall have no

liability towards the service provider or any other party in connection therewith.

expression of interest (eoi) expression of interest for

Documents