Objectives

The primary objective is to appoint a qualified service provider to deliver comprehensive Broad-Based Black Economic Empowerment (B-BBEE) advisory and Enterprise Development (ED) implementation services. The engagement aims to develop and execute a strategic roadmap that enables the client to achieve and sustain a B-BBEE Level 3 rating, while establishing a fully managed, compliant, and auditable ED application ecosystem that operates continuously throughout the contract period.

Scope of Work

• B-BBEE Advisory: Develop and implement a detailed strategy covering opportunities and targeted interventions across all four B-BBEE elements to optimize the client's scorecard and maintain Level 3 status until the next verification audit.
• Enterprise Development Implementation: Deploy and manage a digital platform to oversee the complete lifecycle of ED applications, including online submission, document capture, automated notifications, status tracking, eligibility assessment, multi-tier approval workflows, and comprehensive reporting for B-BBEE verification and audit purposes.
• Monitoring & Reporting: Provide proactive oversight of ED programmes throughout the year, ensuring timely interventions, compliance adherence, and accurate data capture for performance tracking.

Technical Requirements

• Achieve a minimum of 80% in the initial technical evaluation phase.
• Submit a valid B-BBEE certificate (generic entities are disqualified).
• Provide two reference letters from engagements completed within the last five years: one for B-BBEE advisory and one for ED implementation. A third trade reference demonstrating measurable B-BBEE level improvement is mandatory.
• Any prior reference from the procuring entity supersedes external references for scoring purposes.
• Submit detailed CVs and qualification certificates for key personnel: Executive Lead (minimum three years' experience), Senior Consultant (minimum three years), Junior Consultant (minimum one year), and Administration Lead (minimum one year).
• Deliver a comprehensive implementation plan outlining strategy, rollout timelines, and specific interventions for each B-BBEE element.
• Demonstrate platform capabilities via a live demo presentation, which requires a separate minimum passing score of 70%. The demo must cover application submission, review workflows, approval processes, audit trails, and dashboard reporting.
• Complete and submit all returnable administrative documents (Annexures D–J). Outstanding documents must be provided within five working days of request, or the bid will be disqualified.

Skills Requirements

• Proven expertise in South African B-BBEE compliance frameworks, scorecard optimization, and regulatory reporting.
• Strong background in designing and managing end-to-end Enterprise Development programmes, including funding allocation, beneficiary tracking, and impact measurement.
• Technical proficiency in configuring and administering digital ED management platforms, including workflow automation, role-based access control, and audit-ready data extraction.
• Certified BBBEE Management Development Programme qualification is highly advantageous.
• Ability to translate complex empowerment legislation into actionable business strategies and operational workflows.

Notes on Unusual or Complicated Terms

• B-BBEE (Broad-Based Black Economic Empowerment): A South African statutory framework designed to increase economic participation by historically disadvantaged individuals. The tender targets a Level 3 rating, requiring coordinated interventions across ownership, management control, skills development, enterprise/supplier development, and socio-economic development.
• Enterprise Development (ED) Platform Integration: Beyond standard consulting, this requirement mandates a fully functional digital system for managing ED applications. It requires real-time tracking, automated compliance validation, multi-stage approval routing, and integrated reporting for verification audits.
• 80/20 Evaluation Split: Final scoring allocates 80% to price and 20% to B-BBEE status, heavily prioritizing commercial competitiveness while still rewarding empowerment credentials.
• Tax Compliance Clause: Contract awards are strictly contingent upon ongoing SARS tax compliance. Non-compliance at any stage triggers immediate contract termination or award withdrawal.
• SANBS Reference Superseding Rule: Prior service delivery to the procuring entity automatically overrides external references for scoring, prioritizing institutional familiarity and proven performance.