Objectives

The primary objective is to appoint a qualified service provider to execute a comprehensive policy overhaul for EWSETA. The provider must deliver technical support to align all organizational policies with legislative and regulatory frameworks, apply recognized best practices in policy development, produce standardized documentation, and establish a fully integrated, Board-ready policy governance framework.

Scope of Work

The appointed provider will manage the end-to-end transformation of the organization's policy ecosystem. Key responsibilities include:

• Reviewing and validating the existing policy register, confirming ownership, and classifying policies as active, obsolete, or draft.
• Conducting division-wide assessments to identify duplications, inconsistencies, and strategic misalignments.
• Performing legislative compliance checks against national regulations and producing a consolidated Gap Analysis Report.
• Developing a master Policy of Policies (PoP) and designing a Core versus Non-Core policy framework.
• Delivering capacity-building and guidance sessions for Risk and Compliance officials.
• Ensuring the long-term sustainability of policy management processes.

Mandatory deliverables include the Gap Analysis Report, PoP, Core/Non-Core framework, and finalized policy statements, all submitted according to agreed timelines and quality standards.

Technical Requirements

Bidders must demonstrate proven experience in public-sector policy development and possess a robust understanding of the Public Finance Management Act (PFMA), Treasury Regulations, corporate governance frameworks, and legislative compliance environments. Prior involvement in organizational policy reviews or transformation projects is mandatory, with experience in Sector Education and Training Authorities (SETAs) considered advantageous. Strong technical writing and analytical capabilities are essential.

Evaluation follows a three-stage process: administrative pre-qualification, technical/functionality assessment (requiring a minimum of 70 out of 100 points), and price/specific goals evaluation. Bidders must submit completed Standard Bidding Documents (SBDs), valid tax clearance certificates, Central Supplier Database (CSD) registration, and Broad-Based Black Economic Empowerment (B-BBEE) verification certificates. Proposals lacking required administrative documentation may be disqualified during award processing.

Skills Requirements

The contract mandates the nomination of two key personnel with demonstrable professional experience in policy review, development, and advisory work. Required competencies include:

• Expertise in policy drafting, gap assessments, stakeholder consultation, and framework design.
• Advanced technical writing, analytical reasoning, and structured project planning.
• Risk management, quality assurance integration, and facilitation skills directly tied to policy implementation.
• Strict adherence to independence, objectivity, and confidentiality protocols throughout the engagement.

Providers must submit current CVs for the two nominated personnel and reference letters from at least two previous clients (issued within three years) verifying service quality, project scope, and successful completion.

Key Terms & Concepts

• Policy of Policies (PoP): A hierarchical master document that governs the structure, approval workflows, version control, and interdependencies of all organizational policies, ensuring unified governance and auditability.
• Core vs Non-Core Framework: A classification system distinguishing strategic, legally mandated directives (Core) from operational, departmental, or supportive guidelines (Non-Core) to streamline maintenance, accountability, and resource allocation.
• 80/20 Preference System: A South African public procurement scoring model allocating 80 points to competitive pricing and 20 points to B-BBEE status levels, applied per the Preferential Procurement Policy Framework Act.
• POPIA Consent: A legal declaration required under South Africa’s data protection legislation, authorizing the procuring entity to lawfully collect, store, process, and disclose bidder personal information for evaluation and contract administration purposes.