Isibani: Appointment of a service provider for Technical Assistance (TA) on Budget Development

Isibani Development Partners
Please note: this opportunity closing date has passed and may not be available any more.
Opportunity closing date: 
Friday, 12 November, 2021
Opportunity type: 
Call for proposals

BID NUMBER: ISI2021 - TABD

1. Background

Isibani Development Partners is a South African-registered Non-Government Organization (NGO), launched in 2011 to become a leading local Technical Assistance Provider, Systems Strengthening and Grants manager for Health and Social Services in Southern Africa. Our program focus is on HIV, TB, Non-Communicable diseases and Capacity Development for Community-Based Organisation and Government Departments.
Isibani Development Partners is one of the three Sub-Recipients (SRs) of the National Department of Health (NDoH) appointed to implement Global Fund TB/HIV program in Ekurhuleni and Johannesburg Health Districts, from the 01 April 2019 to 31 March 2022.
 
The National Department of Health is in the process of applying funding for the TB/HIV activities which will start on the 1st of April 2022 to 31st of March 2025.
 
The National Department of Health as Principal Recipients should make sure that a planning mechanism be in place with the objective of ensuring that the budgeting approach and systems underpinning Global Fund grants provide relevant information and analysis to support strategic investments designed to increase impact, value for money, performance, planning and investment decisions. It is critical that the budget should therefore:

  • be based on existing national and institutional policies and follow best practices in local markets;
  • facilitate a strong link between inputs, outputs and outcomes to maximize impact;
  • be transparent and verifiable and include definitions and sources of data (qualitative and financial), assumptions and methods for calculating costs;
  • reflect the balance between the benefit of better information and the cost of obtaining it, by focusing on the design, implementation and continuous improvement of costing methods and data collection; and
  • be consistent and enable the comparison of costs over time (should take into account the historical cost of budget).

2. Purpose

The Purpose of this assignment is to secure the services of a qualified service provider or individual candidates that will assist in development of budget.

3. Scope of Work

The service provider to be engaged will be required to:

  • Expected to participate in the budget discussion and preparation, particularly during the grant making planning cycle;
  • Assist in preparation of budgets for respective activities to be included in donor budgets in line with relevant procedures and requirements.
  • Document detailed budget assumptions and calculations;
  • Phase out the budgets into months and quarters in accordance with latest activity/action plans;
  • Ensure all budget items are in line with relevant requirements, including donor requirements

4. Timelines

The assignment is for 120 consultancy days including weekends and must be completed in March 2022.

5. Costing

Potential service providers must submit written quotations detailing rates and hours. The rates must be aligned to DPSA rates.

6. Qualifications and experience

The service provider must have the following appropriate experience and qualifications:

  • Bachelor’s degree in management accounting, financial accounting or equivalent
  • CA registered with Professional body/ institute in Accounting profession in SA
  • Knowledge of strategic and financial planning including activity costing, benchmarking, donor fund tracking and KPIs.
  • Experience in budget preparation and reporting
  • Knowledge and experience in financial reporting to large institutional funders such as the European Union, DFID, USAID and the Global Fund
  • Good understanding on issues related budget costing in donor fund environment.
  • Demonstrable knowledge and work experience in professional report writing
  • Experience of writing similar reports, and presenting issues in an accessible and
  • engaging manner
  • Ability to write concisely and present information clearly
  • Ability to produce high-quality work to tight deadlines with minimum supervision.

7. Reporting line

The service provider will report to the Director: Global Fund Finance.
 
EVALUATION CRITERIA
Mandatory Requirements

  1. Comprehensive CVs/profiles of the Technical Assistance (s);
  2. Qualifications of the technical assistance (s); failure to provide certified qualification copies will lead to automatic disqualification.
  3. Contactable references (at least 3) in table format (full name, organisation, project name, project period, contact details);
  4. CIPC company registration certificate and ID of directors
  5. Valid Tax Clearance Certificate with PIN
  6. SBD 4 , 8 and 9
  7. Company profile.

Evaluation Process

The evaluation process will be in two (02) Phases, namely:
Phase 1: Only Service Proposals are assessed according to the technical evaluation criteria as indicated on Attachment A. The service provider must achieve a minimum functionality threshold of 70% in order to proceed to the next phase; and
Phase 2: This will be evaluated through Pricing and Broad Based Black Economic Empowerment (BBBEE). 
The 80/20 preference points system will apply, and bidders are required to submit a BEE certificate.

ATTACHMENT A
EVALUATION CRITERIA
 
The Global Fund will assess the extent to which proposals submitted in response to these terms of reference meet the evaluation criteria below.
A service provider that does not meet the above requirements will be disqualified automatically.

TECHNICAL EVALUATION CRITERIA

In assessing each proposal, the National Department of Health will allocate greater importance to technical factors than to cost factors. A two-stage procedure will be utilized in evaluating the proposals, with evaluation of the technical proposal being completed prior to any price proposal being considered; and cost evaluation is only undertaken for technical submissions that score above the minimum.
 
The score assigned to each proposal will be of guidance in determining which proposal would provide the greatest value to the National Department of Health and Sub Recipients. However, the National Department of Health reserves the right not to employ raw scores in determining best value where it considers, in its sole discretion, that this would not be appropriate.
 
A service provider that does not meet the above requirements will be disqualified automatically.
 
Technical proposals will be evaluated based on the following Evaluation Criteria for Phase 1.

No
 
Criteria 30
 
Points Weight Allocation
Elements and weight for functionality
1. Experience / Track record:
The Service Provider will need to provide details of previous experience and expertise in budgeting. The experience should demonstrate particular focus in the budget development of the donor funds.
Three (3) contactable signed reference letters from present and/or past donor funds recipients.
The letters should state the following:
  • Name of the client
  • Contact Telephone Numbers and/or e-mail address
  • Contract period
  • The value of the contract
  • Type of work conducted 

 

No
 
Criteria 30
 
Points Weight Allocation
Elements and weight for functionality
2. Technical Capability
For the purpose of this bid the Service Provider must provide an organogram including the following:
  • Detailed Curriculum Vitae (CV) of the key staff that will be assigned to this project with defined roles and responsibilities.
  • The CV must include qualifications and where applicable, proof of registration with relevant body/ council.
  • Relevant experience of each staff member.
Identification of the position(s) involved in the direct delivery of the service to be provided and the overall management of the work and name of the person who will fill this position.
Lead TA with 5 or more years of experience in budgeting and financial reporting for large institutional funders such as the Global Fund, European Union, DFID, and USAID with a recognised bachelor’s degree in Management Accounting or equivalent in accounting.  5  
Lead TA with 4 - 5 years of experience budgeting and financial reporting for large institutional funders such as the Global Fund, European Union, DFID, and USAID with a recognised bachelor’s degree in Management Accounting or equivalent in Accounting.  4
Lead TA with 3 - 4 years of experience in budgeting and financial reporting for large institutional funders such as the Global Fund, European Union, DFID, and USAID with a recognised bachelor’s degree in management accounting or equivalent in accounting.  3
Lead TA with 2 - 3 years of experience in budgeting and financial reporting for large institutional funders such as the Global Fund, European Union, DFID, and USAID with a recognised bachelor’s degree in management accounting or equivalent in accounting.  2
Lead TA with 1 - 2 years of experience in budgeting and financial reporting for large institutional funders such as the Global Fund, European Union, DFID, and USAID with a recognised bachelor’s degree in management accounting or equivalent in accounting.  1

 

No
 
Criteria 40
 
Points Weight Allocation
Elements and weight for functionality
3. Methodology and Approach: Proposed program/project and methodology
Detailed technical approach and comprehensive documented methodology with time frames. 5  
Detailed technical approach and methodology provided that is aligned to the scope of work 4
Generic technical approach and methodology provided 3
Unrelated methodology provided 2
No methodology provided 1
TOTAL POINTS   100

NB: The ratings for scoring will be as follows:
0   =        No Indication
1   =        Poor
2   =        Below Average
3   =        Average
4   =        Good
5        =        Excellent

Phase 2:
PRICE = 80
B-BBEE = 20

CLOSING DATE

All bid documents must be submitted on or before the closing time of the bid (date and hour specified in the bidding documents). Incomplete bids will be deemed non-responsive
All bid documents that address the requirements must be emailed to rfp@isibani.org.za by 12 November 2021 at 4pm South African time. Late submissions will not be considered.
Please ensure the subject line states “Application – TECHNICAL ASSISTANCE BUDGET DEVELOPMENT Bid Number: ISI2021 – TABD.

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