Tender Summary: Development and Integration of JB Marks Local Municipality HSSP

Objectives

The primary objective is to develop and integrate a comprehensive Human Settlements Sector Plan (HSSP) that guides sustainable housing and settlement development within the municipality. The plan must align local housing initiatives with national and provincial priorities, address diverse community needs using credible data, and establish clear implementation, funding, monitoring, and risk management frameworks.

Scope

The scope encompasses the end-to-end development of the HSSP, structured into four core components:

• Contextualisation: Assessing legislative and policy environments, defining municipal roles, ensuring alignment with national/provincial/local strategic plans (e.g., IDP, Spatial Development Framework), conducting community consultations, and quantifying housing demand and backlogs.
• Strategic Response: Formulating a long-term municipal vision, setting specific objectives, developing actionable strategies with measurable targets, and identifying appropriate implementing agents and national programmes.
• Project Administration (Accredited Municipalities): Detailing projects to be managed on behalf of the province, including grant budget allocations per project, strictly for municipalities holding Level 1 or 2 accreditation.
• Detailed Project Planning: Providing granular implementation plans with milestones, outlining project management, procurement, contract management, and quality assurance systems, while ensuring integration with broader sector and investment plans.

Technical Requirements

• Comprehensive alignment with the Constitution, Housing Act, National Housing Code, Municipal Finance Management Act, and Government’s Medium-Term Strategic Framework.
• Data-driven housing demand analysis covering subsidy, gap market, middle-income, rental stock, and informal settlement eradication strategies.
• Clear institutional structures defining stakeholder roles and responsibilities.
• Integrated monitoring and evaluation framework alongside proactive risk management and communication plans.
• Submission of a detailed budget and cash flow plan for the entire project lifecycle.
• Mandatory compliance with preferential procurement regulations, including B-BBEE verification, Central Supplier Database (CSD) registration, valid tax clearance, and proof of no arrear municipal rates/taxes.

Skills Requirements

• Project Leader Qualification: Minimum NQF Level 7 Honours degree or Postgraduate Diploma in Housing, Planning, or Management.
• Proven Track Record: Demonstrated experience in similar housing, planning, or programme management projects. Scoring is tiered based on the number of successfully completed relevant projects.
• Strategic Capacity: Strong capability in formulating housing strategies, sector plans, and integrated urban management approaches.
• Methodology & Implementation: Ability to present a robust approach methodology, realistic implementation timeline, and detailed financial projections.
• Evaluation Threshold: Bidders must achieve a minimum of 60 functionality points to qualify for further evaluation under the 80/20 pricing and specific goals system.

Unusual or Complicated Terms

• HSSP (Human Settlements Sector Plan): A statutory strategic document that consolidates housing delivery, spatial planning, and infrastructure development into a unified, fundable roadmap aligned with multi-year government performance plans.
• Accreditation Levels 1 & 2: Provincial certification granting municipalities direct authority to manage and disburse national human settlements development grants for specific project categories.
• 80/20 Preference Point System: A procurement evaluation model allocating 80 points to competitive pricing and 20 points to designated socio-economic transformation goals (e.g., black ownership, youth/female participation, disability inclusion, and local economic presence).
• NQF Levels: The National Qualifications Framework standardises educational attainment, with Levels 7–9 representing advanced undergraduate to postgraduate expertise.
• Performance Security: A financial guarantee (typically a bank guarantee) required post-contract award to mitigate non-performance risks.