INFRASTRUCTURE PLANNING SUPPORT TO ILEMBE DM PRESENTATION BY: PLANNING UNIT NON-COMPULSORY BRIEFING SESSION: 26 JULY 2021 TENDER NO. RFP189/2021 PRESENTATION OUTLINE 1. Introduction and Background 2. Scope of Work 3. Implementation Time Frame 4. Evaluation Criteria 5. Scoring for Functionality 6. Key Resources Required 7. Claims / Payment 8. Roadmap Ahead 2 INTRODUCTION AND BACKGROUND • The Ilembe DM (iLDM) is a Category C municipality and is located on the east coast of the KwaZulu-Natal Province. It is bordered by Ethekwini Metro to the South, King Cetshwayo District Municipality to the North, and both Umgungundlovu and Umzinyathi District Municipalities to the west. The seat of the IDM is KwaDukuza (previously Stanger). It is located between Durban and Richards Bay and consists of four local municipalities: Mandeni, KwaDukuza, Ndwedwe and Maphumulo. The main towns are Dolphin Coast/Ballito, Isithebe, KwaDukuza, Mandeni, Ndwedwe, Nkwazi/Zinkwazi Beach. Agriculture is the main economic sector in the municipality. • Per Stats SA Community Survey 2016, the IDM has a population of 657,612 persons in 191,369 households. • The iLDM is designated as a Water services Authority (WSA) and a Water Services provider (WSMP). It does not have an up-to-date Water Services Master Plan and a Water Services Development Plan (WSDP). • Whereas the WSMP is a long-term (+15 years) document, the WSDP is a medium-term (five-year) document that is used for strategic inputs into a municipality’s IDP for water services infrastructure delivery. Sections 12 and 13 of the Water Services Act (Act 108 of 1997) requires all WSA to compile and implement an update-to-date WSDP. 3 SCOPE OF WORK ITEM PART / DESCRIPTION OF SCOPE OF WORK KEY DELIVERBALES 1 PART 1: UPDATING OF THE WSMP OF Ilembe ▪ Updated Water Services Development Plan (WSDP) of DM Ilembe DM approved by the Department of Water and Sanitation (DWS) and adopted by the Municipal Council. 2 PART 2: UPDATING OF THE WSDP OF Ilembe ▪ Updated Water Services Development Plan (WSDP) of DM Ilembe DM approved by the Department of Water and Sanitation (DWS) and adopted by the Municipal Council. 4 C3.1.6.1 IMPLEMENTATION TIME FRAMES • The DBSA anticipates the WSMP and WSDP update to be completed within ten (10) months from the Start Date. • Completion includes adoption by Municipal Council • PSP shall provide commensurate resources for the successful execution of the project within the indicated time frames. 5 EVALUATION CRITERIA The tenders will be evaluated in accordance with Method 4 of the CIDB Standard Tender Evaluation Methods in three stages, namely: Stage 1 : Responsiveness Stage 2 : Quality (Functionality) Stage 3 : Financial Offer and Preferential Evaluation Stage 4 : Risk Analysis and Other Objective Criteria 6 SCORING FOR FUNCTIONALITY Refer to F.3.11.5 of the Tender Data for Evaluation and Scoring Criteria • Proposed Methodology and Approach • Experience of the Tenderer (Lead Tenderer and Entities in JV, Consortium, Association, etc.) • Experience and Qualifications of the Tenderer’s Proposed Key Resources / Experts • Lead Tenderer’s Quality Management System: Minimum threshold score for Tenderer’s Financial Proposal to be considered 70 7 SCORING FOR FUNCTIONALITY CONT. Scores Evaluation criteria Documentary Maximum number Points allocated Evidence of points 1. Proposed Methodology and Approach: Details of the proposed methodology and approach that the Tenderer intends to follow with T2.2.14 regard to the effective provision of the professional services required in infrastructure planning, 10 10 project implementation, and associated project support services for the delivery of the said project. 2. Experience of the Tenderer (Lead Tenderer and Entities in JV, Consortium, Association, etc.): T2.2.15 Tenderer’s experience and track record in providing professional services required in 30 30 infrastructure planning, project implementation, and associated project support services for the delivery of infrastructure programmes and projects, including municipal infrastructure. 3. Experience and Qualifications of the Tenderer’s Proposed Key Resources / Experts: Experience, knowledge and adequacy of the proposed team members for key services T2.2.16 50 50 /disciplines 4. Lead Tenderer’s Quality Management System: The Lead Tenderer’s policies relating to Quality Management with regard to the effective provision of professional services required for the project planning, project preparation, project T2.2.17 10 10 implementation and associated project support services for the delivery of infrastructure programmes and projects. Maximum possible score (Es) 100 100 8 KEY RESOURCES REQUIRED (Outlined in F2.1) ID Key Resource / Expert Minimum Qualifications, Category of Professional Registration and Experience Key Service(s) Discipline 1 Project Manager and Team Registration as a Professional Engineer or as a Professional Engineering Technologist in terms of Project Leadership, Leader: Civil Engineering the Engineering Professions Act, 2000. Must have at least 7 years’ post-registration experience in Management and development of Water Services Master Plans and/ or Water Services Development Plans in the Coordination municipal sphere in South Africa. 2 Civil Engineer: Water Services Registration as a Professional Engineer or as a Professional Engineering Technologist in terms of Civil Engineering Planning, Management and the Engineering Professions Act, 2000. Must have at least 5 years’ post-registration experience in Services Operations in Water Services Planning, Management and Operations in South Africa. 3 Development Planner Registration as a Professional Planner in terms of the Planning Professions Act, 2003, with at Development Planning (Municipal Infrastructure) least 5 years’ post-registration experience in development planning in the municipal and/or public Services sector environment. 4 Financial Analyst / Professional registration as a Chartered Accountant CA (SA), or as a Chartered Financial Analyst Infrastructure Infrastructure Investment (CFA). Must be a member of the Chartered Institute of Public Finance and Accountancy (CIPFA) Investment Analysis Analyst or similar public-sector professional body. Must have at least 5 years post-registration experience within any of the following areas: Project Finance, Investment Analysis, Investment Planning, Financial Planning, Financial Analysis, Municipal Financial Management. 5 Geo-Information Science Bachelors Degree in information Science or in Land Surveying. Must be registered as a Geo-Information (GISc) Expert Professional Geo-Information Science Practitioner PrGISc by the South African Council of Services Professional and Technical Surveyors (PLATO) established in terms of Act 40 of 1984, and preferably be a member of the Geo-Information Society of South Africa (GISSA). Must have at least 5 years post-registration experience in the planning and establishment of GIS systems for public or private sector entities in South Africa. 6 Environmental Registration as a Professional Natural Scientist in terms of the National Scientific Professions Act, Environmental Management 2003. Must have at least 5 years post-registration experience in the environmental assessments, Management Practitioner climate change mitigation, compliance and management aspects of integrated waste and 9 materials management field in South Africa. PAYMENTS/CLAIMS ❑ Payment is on the basis of achievement of key deliverables / milestones ❑ Payment is on the basis of achievement of key deliverables: The Service Provider will be appointed on a specific scope of work, and will be compensated upon achievement of the key milestones/deliverables within the scope of work. ❑ Deliverables / milestones can be claimed upon approval by the PSC ❑ Intermediate payments will therefore be made on invoicing of approved deliverables / milestones ❑ Fixed Price – No variation will be accepted 10 ROAD MAPS AHEAD ID CRITICAL MILESTONE COMPLETION DATE 1 Tender Issue 19 July 2021 2 Non Compulsory Briefing Session 26 July 2021 3 Tender Close 10 August 2021 4 Appointment and Contracting of PSPs TBA 5 Introduction of PSP to municipality TBA [1 week after appointment] Setting up Projects Steering Committee 6 TBA [1 week after appointment] (PSC) 6 Confirmation of PSC membership TBA [1 week after appointment] 7 First PSC meeting TBA [4 weeks after appointment] 11 THANK YOU WSDP GUIDE FRAMEWORK (DWS-2014) 13 INTRODUCTION AND BACKGROUND • Water Services Development Planning is a process to enhance the understanding of the Water And Sanitation Business. • The WSDP system ensures that planning happens through a structured approach based on a factual information and knowledge system that integrates all topics related to Water and Sanitation Services provision. • The online Web enabled system allows for easy access, map and data viewing of Demographic, Service level conditions and all other infrastructure related knowledge. • The WSDP website is hosted by the Department of Water and Sanitation website as part of a national integrated system covering all WSA in South Africa and can be access at all times to ensure on-going knowledge transfer to all levels of society. • A WSDP document (for Council approval) is produced as an outflow result of the interactive planning activities captured in the comprehensive database structure imbedded as part of the online system. The WSDP System allows for easy updating by the WSA through access security allocations guided by the login registration process. 14 WSDP GUIDE FRAMEWORK (DWS-2014)-CONTD.