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Appointment of Professional Service Providers (PSPs) in the Built Environment to provide Professional Services in the area of: Architectural Services; Civil Engineering, Construction Project Management; Electrical/Electronic Engineering; Health Facility Planning/Clinical Engineering; Health and Safety Management; Green Technology; Mechanical Engineering; Quantity Surveying; Structural Engineering; Geotechnical Engineering; Land Surveyor; Landscape Architects; Town Planning and Environmental Specialist for the implementation of various projects within Gauteng Provincial Department of Infrastructure Development for a period of three (3) years. SEPTEMBER 2016 1

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Page 1: · Web viewSouth African Council for the Quantity Surveying Profession (SACQSP) South African Council for the Project and Construction Management Profession (SACPCMP) in the category

Appointment of Professional Service Providers (PSPs) in the Built Environment to provide Professional Services in the area of: Architectural Services; Civil Engineering, Construction Project Management; Electrical/Electronic Engineering; Health Facility Planning/Clinical Engineering; Health and Safety Management; Green Technology; Mechanical Engineering; Quantity Surveying; Structural Engineering; Geotechnical Engineering; Land Surveyor; Landscape Architects; Town Planning and Environmental Specialist for the implementation of various projects within Gauteng Provincial Department of Infrastructure Development for a period of three (3) years.

SEPTEMBER 2016

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Table of Contents

1. Employers Objectives ...................................................................................................6

2. Background ...................................................................................................................6

3. Overview of the scope of works of Professional Service Providers ...............................8

4. The procurement and contracting strategy ....................................................................17

5. Contracting authority ......................................................................................................18

6. Eligibility criteria for procurement of services .................................................................19

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Definitions

1. “Employer” wherein referred to in this document or any other document related to this bid shall

mean the Gauteng Department of Infrastructure Development (GDID) and as defined in the NEC3

Contract. This term shall be used interchangeably with “GDID” throughout this document.

2. “PSP” wherein referred to in this document or any other document related to this bid shall mean a

Professional Service Provider. This term shall be used within the contexts of defining a registered

Professional in the following categories:

South African Council for the Project and Construction Management Profession (SACPCMP) South African Council for the Quantity Surveying Profession (SACQSP) South African Council for the Project and Construction Management Profession (SACPCMP)

in the category of Health & Safety Manager /Agents South African Council for the Architectural Profession (SACAP) Engineering Council of South Africa (ECSA) South African Council for Professional and Technical Surveyors (PLATO) South African Council for Planners (SACPLAN) South African Council for Natural Scientific Professions (SACNASP)

3. “Supervisor” wherein referred to in this document or any other document related to this bid shall

mean a PSP as contemplated above and as defined in the NEC3 Contract.

4. “PM” wherein referred to in this document or any other document related to this bid shall mean a

Professional Construction Project Manager appointed by the GDID as the Employer’s Principal Agent

or Representative as managed by the SACPCMP and as defined in the NEC3 Contract.

5. “Contractor” wherein referred to in this document or any other document related to this bid shall

mean an organisation or entity practising and registered in a trade as governed by the Construction

Industry Development Board (CIDB) as defined in the NEC3 Contract.

6. “Maintenance” means all work performed on an existing immovable asset to keep the facility in its

original operational condition and to ensure its optimal service delivery through its expected life span.

Maintenance in the context of this TOR is defined as all work on existing facilities that is undertaken to

achieve the following objectives:

To prevent deterioration and failure;

To restore to correct operation within specified parameters;

To restore and retain physical condition to a specified standard;

To recover from structural and services failure;

Partial equivalent replacement of components of the asset;

To maintain the continuous supply of building services (energy, water, etc) from the point of

connection to point of use excluding Information Communication Technology.

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To ensure compliance with the Occupational Health and Safety Act; 85 of 1993, the Fencing

Act, 31 of 1963, National Building Regulations and Building Standards Act, 103 of 1977, and

any other applicable legislation.

The following definitions of maintenance refers to maintenance included and part of the contract

“Capital Maintenance” means maintenance expenditure that increases the useful life and functional capacity of an asset.

“Day-To-Day Maintenance” refers to housekeeping maintenance that is below an annual pre-

approved ceiling amount, e.g. blocked pipes, toilets, leaking taps, broken window panes, etc. This

does not include services such as painting, tiling, plastering etc. except in case where touch-up work

has to be done after repairs were undertaken

“Minor Works” include works necessary for enhancing assets to standards suitable for their intended

purposes.

“Repairs” entail the restoration of assets to original condition.

“Unplanned Maintenance” is maintenance for which no planning in terms of timing, labour, material

and other cost elements has been done. The repair duration and cost estimate is mostly based on

historic cost and maintenance history.

The following definitions of maintenance refers to that of minor capital works limited to pre-determined delegated value

“Planned Maintenance” means any maintenance activity for which the scope of work and date have been predetermined and labour, materials, tools, and equipment required for carrying out the estimated task, are available before commencement of the task.

“Preventive Maintenance” refers to planned periodic maintenance. Preventative maintenance is care and servicing for the purpose of maintaining equipment and facilities in satisfactory operating condition

“Reconfiguration” refers to the implementation of activities to make changes to the configuration of an immovable asset and thereby changing the functionality of the asset.

“Refurbishment” refers to comprehensive capital works - actions intended to bring an immovable asset back to its original appearance or state or to extend its lifecycle. It may also be required for historical preservation. Refurbishment generally takes place at the end of an asset’s lifecycle to extend the lifecycle and gain further income potential from the asset.

“Renovation” refers to comprehensive capital works - actions intended to bring an immovable asset back to its original appearance. Renovation works do not necessarily extend functionality or the life of the asset, but are necessary for the planned life to be achieved.

“Upgrade (Extensions, Additions)”means capital works that increases the value of the asset and extend the area or add new functionality of the asset.

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“Restoration” refers to the act or process of accurately depicting the form, features and character of a property as it appeared at a particular period of time by means of removal of features from other periods in its history and reconstruction of missing features form the restoration period.

Legislative requirements are amongst others, but not limited to the following:

GIAMA No. 19 of 2007: Government Immovable Asset management Act, 2007.

DORA No 12 of 2009; Division of Revenue Act, 2009.

PFMA The Public Finance Management Act (PFMA), 1999 (Act No. 1 of 1999) (as amended

by Act No. 29 of 1999)

OHSA The Occupational Health and Safety Act (No 85 of 1993)

Constitution of the Republic of South Africa, 1996

Preferential Procurement Policy Framework Act, 5 of 2000

Broad Based Black Economic Empowerment Act 53 of 2003 (BBBEE)

National Building Regulations and Buildings Standards Act 103 of 1977

Fencing Act, 31 of 1963

National Heritage Act, 25 of 1999

National Environmental Management Act 1986

Provincial Land Administration Acts

National Building Regulations of 1995

Treasury Regulations, 2001

Municipal bylaws

NIMS: National Infrastructure Maintenance Strategy

SCM Policy - Departmental Supply Chain Management Policy

Infrastructure Unit Support Systems

Infrastructure Delivery Management System (IDMS)

1. Employers Objectives

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The objectives of this Request for Proposal is to engage the provision of professional technical

advisory and design services by Professional Service Providers (PSP’s), in the implementation of

various building Infrastructure across the province.

The other objective is for the PSP’s to provide technical support to the Gauteng Department of

Infrastructure Development (GDID) as the implementing department on behalf of Gauteng

Department of Health, Gauteng Department of Education, Gauteng Department of Sports, Arts and

Culture, Gauteng Department of Economic Development, Gauteng Province Agricultural & Rural

Development, Gauteng Department of Social Development, Gauteng Department of Community

Safety and Gauteng Department of Roads and Transport in respect of all professional services. This

shall include formulating Employer brief, project initiation and recommendations, cost estimates,

technical drawings, contractor procurement documentation, equipment specifications, discipline

project management services, construction monitoring, cost consulting, quality assurance, equipment

commissioning and the production of close out reports. The scope of work shall be defined in the

context of the following specific activities (across all disciplines) that shall be required at the facilities

New Construction

Upgrades

Additions

Renovations and refurbishments

The value of the works per project in any facility shall be approved by the Employer in line with

internal departmental policies and procedures, and current legislation in respect of the classification

and determination of work categories. The Employer reserves the sole right to classify work as falling

out of the scope of services that are deemed to be part of this contract.

2. Background

The GDID intends to put in place a panel of professional service providers to provide following

services, namelyArchitectural Services; Civil Engineering, Construction Project Management;

Electrical/Electronic Engineering; Health Facility Planning/Clinical Engineering; Health and Safety

Management; Green Technology; Mechanical Engineering; Quantity Surveying; Structural

Engineering; Geotechnical Engineering ,Land Surveyor, Landscape Architects, Town Planning and

Environmental Specialist for the Implementation of Various Projects Within Gauteng Provincial

Department of Infrastructure Developmentfor the implementation of various building projects across

Gauteng province. The GDID as implementing agent has received a request for service to implement

projects under the Gauteng Department of Health, Gauteng Department of Education, Gauteng

Department of Sports, Arts and Culture, Gauteng Department of Economic Development, Gauteng

Province Agricultural & Rural Development, Gauteng Department of Social Development, Gauteng

Department of Community Safety, Gauteng Department of Infrastructure Development and Gauteng

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Department of Roads and Transport. The panel is intended to provide technical support to the GDID

in the implementation of the projects.

The successful PSP’s will be responsible for managing their discipline specific contractors, suppliers

and the equipment providers procured separately by the GDID. Each PSP shall be accountable to the

Professional Construction Project Manager or Principal Agent.

2.1 The role of the Gauteng Department of Infrastructure Development

The GDID will manage interaction and coordinate activities with the Provincial, district and

facility managers within various the Departments.

2.2 The role of the Professional Service Provider (PSP)

As defined by the Employer for each project, provide discipline specific activity management,

project management and site contract management services and deliverables for work stages

1 to 6 as defined in the professional gazettes (included in Appendix A), deliverables defined in

the Infrastructure Delivery Management System (IDMS) and additional deliverables defined in

this document for the approval of employer.

Provide a team of professionals required for discipline specific activity management, and the

management of the discipline specific Contractors appointed by the employer.

2.3 The role of the Contractor

The role of the Contractor will be:

to complete works to the satisfaction of the Supervisor (PSP) as delegated by the PM; and

to provide some and install all furniture and equipment to the satisfaction of the Supervisor

(PSP) as delegated by the PM.

Note: These do not form part of this tender

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3. Overview of the scope of works of Professional Service Providers

3.1 Overview of the scope of work of the Engineering Professional Service Provider

The Professional Service Provider (PSP) will provide a team of registered professionals to:

Obtain a detailed project brief from the Professional Project Manager (PM) as required by

employer of what the project will address as well as what it will not, specifically for completing

the necessary work, activities and project deliverables in line with their respective

Professional bodies;

Align discipline specific goals and objectives to the project goals and objectives as

communicated by the PM and to ensure that their activities are properly aligned with the

project management plan that will be used to achieve the goals of the project;

Incorporate all elements to the extent possible in project lifecycle :employment creation,

labour intensive methods, local resource optimisation, skills development and transfer

following the expandend public works program guidelines.

Manage all discipline specific activities and deliverables from the production of site scoping

reports to final project handover. Further, the PSP shall ensure that all necessary

documentation required as part of the close out process (including commissioning data

packages) is complete. This shall include information to be provided by the Contractor;

Obtain from the PM confirmation of the location of each facility, the scope of work to be

completed, contact details and all other information so as to be able to visit the sites as when

the PSP deems it necessary after the project initiation and formal introduction has been

facilitated by the PM;

In the course of managing discipline specific activities and deliverables, produce drawings

and equipment specifications in line with relevant statutory bodies (These shall include SABS,

IEC, ASTM, IEEE and other applicable bodies) and the Employer’s standards where any are

applicable.

Assist the PM in execution of his/ her duties by monitoring and controlling discipline specific

work including Scope Verification, and Scope Control as identified in the project;

Ensure that the discipline specific targets for progress, quality, cost, scope and compliance

are met by the suppliers;

Assist the PM to ensure that health services continue undisturbed during works on the same

site by managing all necessary discipline specific tasks to carried out by the Contractor. For

various specific engineering disciplines, this shall include the scheduling of power, CCTV and

clinical equipment interruptions and/ or shutdowns through the PM;

Notify the PM in writing of all discipline specific project activities that are labour intensive or

those that can assist in the promotion of the employment of local residents in the project;

Ensure that the discipline specific activities, services and deliverables are to employer’s

satisfaction;

Verify all discipline specific Contractor claims (for correctness and quality) timeously for work

done and submit this information for payment to the PM on communicated dates so as to

minimize delays;

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Ensure resolution of any possible problems that may arise in the completion and functionality

of the maintenance of the facility in all aspects so as not to affect the project programme as

communicated by the PM;

Prepare and submit monthly narrative and quantitative reports on discipline specific progress,

quality, cost, scope, and compliance to the PM;

Close out the discipline specific activities after the deliverables have been accepted. The PSP

must also verify that the discipline specific work of the project was completed correctly and

conform to the Employers’ (through statutory bodies) final deliverables. This information must

be documented and communicated to the PM to assist him/ her in the Contract Closure and

the Project Close processes.

Manage the compilation of recorded information (including test and commissioning sheets)

and asset management data by the Contractor on completion of the installation;

Ensure all the guarantees / warranties for various installations, as built drawings and

operator’s and maintenance manuals for various components, etc. are handed over to the

PM; and

Where applicable, the discipline specific engineering PSP shall manage the procurement and

delivery of medical equipment and the commissioning of all plant & equipment.

In addition, the Professional Engineering Service Provider shall provide the following services on the

Employer’s request;

Relevant standard services and deliverables as defined in “The Engineering Council of South

Africa (ECSA) Guideline for Services and Processes for Estimating Fees for Persons

Registered in Terms of the Engineering Profession Act, 2000 (Act No. 46 of 2000)”;

The following additional services and deliverables defined in “The Engineering Council of

South Africa (ECSA) Guideline for Services and Processes for Estimating Fees for Persons

Registered in Terms of the Engineering Profession Act, 2000 (Act No. 46 of 2000)”:

Section 3.3.1(1)-(26) pertaining to Additional Services pertaining to all Stages of the Project

Section 3.3.2(1)-(6) pertaining to Construction Monitoring

Section 3.3.3(1)-(2) pertaining to Occupational Health and Safety Act, 1993 (Act No. 85 of

1993)

Section 3.3.4 pertaining to Quality Assurance System

Section 3.3.6 pertaining to Engineering Management Services (Principal Consultant)

Section 3.3.7(1)-(3) pertaining to Mediation, Arbitration and Litigation proceedings and similar

services

The services listed above are deemed to be an addition to normal services that shall ONLY

be provided by the Engineering PSP, on agreement between the PSP and the PM. The

agreement on the services and remuneration shall be in writing and if at all possible will be

concluded before the PSP renders such services.

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The agreement on remuneration for both standard and additional services will be negotiated to the

satisfaction of both parties and will be concluded in writing before the PSP renders such services.

The ECSA gazetted guideline is attached in Annexure A.

3.2 Overview of the scope of work of the Professional Architectural Services Provider

The Professional Service Provider (PSP) will provide a team of registered professionals to:

Execute all services for which he/ she has been appointed for as guided or instructed by a

GDID Professional Project Manager in line with the Employer’s project deliverables and all

standard services as issued by the South African Council for the Architectural Profession

(SACAP) “Annual Update of the Professional Fees Guideline issued in terms of Section 34(2)

of the Architectural Profession Act No. 44 of 2000”.

Incorporate all elements to the extent possible in project lifecycle :employment creation,

labour intensive methods, local resource optimisation, skills development and transfer

following the expanded public works program guidelines.

The extent of the scope and final deliverables of an Architectural PSP shall be defined in

writing by the PM. Hence, the associated activities of the PSP as a result thereof will result in

a partial or full scope of services as defined in the stages below in line with the Employer’s

objectives.

o Stage 1: Inception

o Stage 2: Concept and viability

o Stage 3: Design development

o Stage 4: Documentation and procurement

o Stage 5: Construction

o Stage 6: Close out

In addition, the Professional Architectural Service Provider shall provide the following services on the

Employer’s request;

Relevant standard services and deliverables as defined in “Annual Update of the

Professional Fees Guideline issued in terms of Section 34(2) of the Architectural Profession

Act No. 44 of 2000”;

The following additional services and deliverables defined in “Annual Update of the

Professional Fees Guideline issued in terms of Section 34(2) of the Architectural Profession

Act No. 44 of 2000”:

Partial and additional services

1. Appointed as architectural professional and principal consultant (not as principal agent)

2. Appointed as design architectural professional (design only)

3. Appointed as architectural professional of record (design by other, can be principal agent)

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4. Appointed as architectural professional to work stage 4.1 (documentation to achieve approval only)

5. Appointed to perform additional services

Additional Services

Section 1.2.1.1(1)-(9) pertaining to Special Design Services

Section 1.2.1.2(1)-(3) pertaining to Special Management Services

Section 1.2.1.3(1)-(9) pertaining to Special Studies

Section 1.2.1.4(1)-(4) pertaining to Work on Existing Premises

Section 1.2.1.5(1)-(2) pertaining to Other Services

Compliance to the following legislature

Board Notice 154 of 2009 published in Government Gazette No. 32731, dated 27th November 2009,

South African Council for the Architectural Profession, The Code of Professional Conduct

Architectural Manual of Procedures 2014

Board Notice 10 of 2016, published in Government Gazette No. 39651, dated 3rd February 2016,

South African Council for the Architectural Profession, Interim Rule on the Identification of Work for

the Architectural Profession.

Compliance with Rule 2.1 of the Code of Professional Conduct.

This means that registered persons may only perform such work as they are professionally qualified

and competent to undertake.

For education projects the only Architectural Professionals permitted to work on such projects are;

Nursery / First Schools = Pr.Arch and PrSArchT (Professional Architects and Professional Senior

Architectural Technologist)

Primary Schools = Pr.Arch & PrSArchT

Secondary Schools = Pr.Arch only

3.3 Overview of the scope of work of the Professional Quantity Surveyor (Cost Consultant)

The Professional Service Provider (PSP) will provide a team of registered professionals to:

Execute all services for which he/ she has been appointed for as guided or instructed by a

GDID Professional Project Manager in line with the Employer’s project deliverables and all

standard services as issued by the South African Council for the Quantity Surveying

Profession (SACQSP) “Amendment of Tariff of Professional fees in respect of Services

rendered by a Quantity Surveyor in Private Practice issued in terms of the Quantity

Surveying Profession Act, 200 (Act No. 49 of 2000”.

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Incorporate all elements to the extent possible in project lifecycle: employment creation,

labour intensive methods, local resource optimisation, skills development and transfer

following the expanded public works program guidelines.

Provide cost advice and cost planning to the employer.

The Professional Quantity Surveyor (QS) shall perform and advise on the cost aspect of all

the identified project and/ or assessments.

The QS shall conduct cost analysis, cost planning and cost control on behalf of the employer.

These cost control mechanisms shall be performed at the inception, during the design,

construction and close out stage of the project(s).

The primary aim of project cost control shall be to guide, protect, report, advise and maintain

the financial interest of the employer (GDID) to avoid exposure to negative or unforeseen

financial situation and also to advise other PSP’s on the financial implications of the

proposed designs.

The QS shall administer the process of cost control in a cost report that shall be prepared for

the employer at agreed intervals and in a format that shall be approved by the PM.

In addition, the Professional Quantity Surveying Service Provider shall provide;

Relevant standard services and deliverables as defined in South African Council for the

Quantity Surveying Profession (SACQSP) “Amendment of Tariff of Professional fees in

respect of Services rendered by a Quantity Surveyor in Private Practice issued in terms of

the Quantity Surveying Profession Act, 200 (Act No. 49 of 2000”;

Calculation and certification of professional fees applicable to other professionals engaged

by the employer on the project.

The extent of the scope and final deliverables of a QS PSP shall be defined in writing by the PM.

Hence, the associated activities of the PSP as a result thereof will result in a partial or full scope of

services as defined in the gazetted stages in line with the Employer’s objectives.

The SACQSP gazetted guideline is attached in Annexure C.

3.4 Overview of the scope of work of the Professional Environmental Assessment Practitioner

The Professional Environmental Assessment Practitioner will provide a team of registered

professionals to:

Execute all services for which he/ she has been appointed for as guided or instructed by a

GDID Professional Project Manager in line with the Employer’s project deliverables and all

standard services as issued by the South African Council for the Natural Scientific

Professions (SACNASP) “The South African Council for Natural Scientific Professions Code

of Conduct issued Under the Natural Scientific Professions Act, 2003 (Act 27 of 2003),”.

Execute all environmental assessments studies, audits and pilot programs as directed by the

PM. As the facilities are in existence, the Professional Environmental Assessment

practitioner shall be required to provide a limited scope of services. The scope is envisaged

to comprise of the production of reports aimed assessing the status quo and the identification

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of areas of improvement and necessary recommendations with respect to the Employer’s

Environmental management policies, procedures and application per facility. The duties shall

include the following activities as directed by the Employer:

Execute all assessments and advise with regard to dolomite sites.

Anticipate, identify and evaluate hazardous conditions and practices on behalf of the

employer.

This function involves:

1. Developing methods for

Anticipating and predicting hazards from experience, historical data and other information

sources.

Identifying and recognizing hazards in existing or future systems, equipment, products,

software, facilities, processes, operations and procedures during their expected life. c.

Evaluating and assessing the probability and severity of loss events and accidents which

may result from actual or potential hazards.

2. Applying these methods and conducting hazard analyses and interpreting results.

3.4 Overview of the scope of work of the Professional Environmental Assessment Practitioner

The Professional Environmental Assessment Practitioner will provide a team of registered

professionals to:

Execute all services for which he/ she has been appointed for as guided or instructed by a

GDID Professional Project Manager in line with the Employer’s project deliverables and all

standard services as issued by the South African Council for the Natural Scientific

Professions (SACNASP) “The South African Council for Natural Scientific Professions Code

of Conduct issued Under the Natural Scientific Professions Act, 2003 (Act 27 of 2003),”.

Execute all environmental assessments studies, audits and pilot programs as directed by the

PM. As the facilities are in existence, the Professional Environmental Assessment

practitioner shall be required to provide a limited scope of services. The scope is envisaged

to comprise of the production of reports aimed assessing the status quo and the identification

of areas of improvement and necessary recommendations with respect to the Employer’s

Environmental management policies, procedures and application per facility. The duties shall

include the following activities as directed by the Employer:

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Anticipate, identify and evaluate hazardous conditions and practices on behalf of the employer.

This function involves:

1. Developing methods for

Anticipating and predicting hazards from experience, historical data and other information

sources.

Identifying and recognizing hazards in existing or future systems, equipment, products,

software, facilities, processes, operations and procedures during their expected life. c.

Evaluating and assessing the probability and severity of loss events and accidents which

may result from actual or potential hazards.

2. Applying these methods and conducting hazard analyses and interpreting results.

3. Reviewing, with the assistance of specialists where needed, entire systems, processes, and

operations for failure modes, causes and effects of the entire system, process or operation and any

subsystem or components due to:

System, subsystem, or component failures.

Human error.

Incomplete or faulty decision making, judgments or administrative actions.

Weaknesses in proposed or existing policies, directives, objectives or practices.

4. Reviewing, compiling, analysing and interpreting data from accident and loss event reports and

other sources regarding injuries, illnesses, property damage, environmental effects or public impacts

to :

Identify causes, trends and relationships.

Ensure completeness, accuracy and validity of required information.

Evaluate the effectiveness of classification schemes and data collection methods.

Initiate investigations.

5. Providing advice and counsel about compliance with safety, health and environmental laws, codes,

regulations and standards.

6. Conducting research studies of existing or potential safety and health problems and issues.

7. Determining the need for surveys and appraisals that help identify conditions or practices affecting

safety and health, including those which require the services of specialists, such as physicians, health

physicists, industrial hygienists, fire protection engineers, design and process engineers, ergonomists,

risk managers, environmental professionals, psychologists and others.

8. Assessing environments, tasks and other elements to ensure that physiological and psychological

capabilities, capacities and limits of humans are not exceeded.

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Develop hazard control methods, procedures and programs for the employer and its facilities.

This function involves:

1. Formulating and prescribing engineering or administrative controls, preferably before exposures,

accidents, and loss events occur, to:

Eliminate hazards and causes of exposures, accidents and loss events.

Reduce the probability or severity of injuries, illnesses, losses or environmental damage from

potential exposures, accidents, and loss events when hazards cannot be eliminated.

2. Developing methods which integrate safety performance into the goals, operations and productivity

of organizations and their management and into systems, processes, operations or their components.

3. Developing safety, health and environmental policies, procedures, codes and standards for

integration into operational policies of organizations, unit operations, purchasing and contracting.

4. Consulting with and advising individual and participating on teams

Engaged in planning, design, development and installation or implementation of systems or

programs involving hazard controls.

Engaged in planning, design, development, fabrication, testing, packaging and distribution of

products or services regarding safety requirements and application of safety principles which

will maximize product safety.

5. Advising and assisting human resources specialists when applying hazard analysis results or

dealing with the capabilities and limitations of personnel.

6. Staying current with technological developments, laws, regulations, standards, codes, products,

methods and practices related to hazard controls.

Implement, administer and advise the employer on hazard controls and hazard control programs.

This function involves:

1. Preparing reports which communicate valid and comprehensive for hazard controls which are

based on analysis and interpretation of accident exposure, loss event and other data.

2. Using written and graphic materials, presentations and other communication media to recommend

hazard controls and hazard control policies, procedures and programs to decision making personnel.

3. Directing or assisting in planning and developing educational and training materials or courses.

Conducting or assisting with courses related to designs, policies, procedures and programs involving

hazard recognition and control.

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4. Advising others about hazards, hazard controls, relative risk and related safety matters when they

are communicating with the media, community and public.

5. Managing and implementing hazard controls and hazard control programs which are within the

duties of the individual's professional safety position.

Measure, audit and evaluate the effectiveness of hazard controls and hazard control programs as implemented by the employer in its facilities.

This function involves:

1. Establishing and implementing techniques, which involve risk analysis, cost, cost-benefit analysis,

work sampling, loss rate and similar methodologies, for periodic and systematic evaluation of hazard

control and hazard control program effectiveness.

2. Developing methods to evaluate the costs and effectiveness of hazard controls and programs and

measure the contribution of components of systems, organizations, processes and operations toward

the overall effectiveness.

3. Providing results of evaluation assessments, including recommended adjustments and changes to

hazard controls or hazard control programs, to individuals or organizations responsible for their

management and implementation.

4. Directing, developing, or helping to develop management accountability and audit programs which

assess safety performance of entire systems, organizations, processes and operations or their

components and involve both deterrents and incentives.

The extent of the scope and final deliverables of an Environmental Assessment PSP shall be defined

in writing by the PM. Hence, the associated activities of the PSP as a result thereof will result in a

partial or full scope of services as defined above in line with the Employer’s objectives.

3.5 Overview of the scope of work of the Professional Health & Safety Specialist/ Agent

The Professional Occupational Safety & Health Management Practitioner will provide a team of

professionals to:

Execute all services for which he/ she has been appointed for as guided or instructed by a GDID

Professional Project Manager in line with the Employer’s objectives. The PSP shall assist the GDID in

ensuring that they fulfil their Employer duties as enforced in the “Occupational Health and Safety Act,

No. 181 of 1993”. This shall mean to assist the GDID in respect of the following legislated obligations

and duties:

To provide for the health and safety of persons at work and for the health and safety of

persons in connection with the use of plant and machinery;

The protection of persons other than persons at work against hazards to health and safety

arising out of or in connection with the activities of persons at work;

To establish an advisory council for occupational health and safety;

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And to provide for matters connected therewith.

The standard services rendered by the PSP will be guided by one or more of the following statutory

bodies, subject to registration:

Institute of Occupational Safety and Health (IOSH)

South African Institute of Occupational Safety and Health (SAIOSH)

Institute of Safety Management (IOSM)

South African Council for the Construction and Project Management Professional

The extent of the scope and final deliverables of a Health & Safety Management PSP shall be defined

in writing by the PM. Hence, the associated activities of the PSP as a result thereof will result in a

partial or full scope of services as defined above in line with the Employer’s objectives.

5. The procurement and contracting strategy

A summary of the procurement strategy for Professional Service Providers is presented in (Table 1).

and a Service Level Agreement (SLA) with additional conditions of contract per discipline will form the

basis of the contract to be entered into by the successful bidder with GDID.

Table 1 Summary of procurement strategy for Professional Service Providers and Contractors

All Professional Service Providers that meet the pre-eligibility criteria stated in the Bid Document and

will be eligible for evaluation. Bidders will be evaluated in a one phase process. Phase 1 will evaluate

bidders against the eligibility criteria stated below in section 7. The minimum threshold for the

functionality criteria is 60 out of 100 points. The successful Professional Service Providers that have

passed the minimum threshold will be awarded placement on the panel in the revitalization of Health

and Education Infrastructure Program.

The successful Professional Service Provider shall be paid a fee for assessment to be calculated as a

percentage of the total value of the supply contract as per the following depending of area of

specialization:

All Professional Construction Project Management Services

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“Guideline for Services and Processes for Estimating Fees for Persons Registered in Terms

of the South African Council for the Project and Construction Management Professions Act

2000 (Act No. 48 of 2000)”

All Professional Engineering Disciplines

“The Engineering Council of South Africa (ECSA) Guideline for Services and Processes for

Estimating Fees for Persons Registered in Terms of the Engineering Profession Act, 2000

(Act No. 46 of 2000)”

All Professional Architects

“Annual Update of the Professional Fees Guideline issued in terms of Section 34(2) of the

Architectural Profession Act No. 44 of 2000”

All Professional Quantity Surveyors (Cost Consultants)

“Amendment of Tariff of Professional fees in respect of Services rendered by a Quantity

Surveyor in Private Practice issued in terms of the Quantity Surveying Profession Act, 200

(Act No. 49 of 2000”

All Professional Natural Scientists

“The South African Council for Natural Scientific Professions Code of Conduct issued Under

the Natural Scientific Professions Act, 2003 (Act 27 of 2003)”

Before payment can be effected the employer shall review all claims submitted in-line with approved

construction stages and inspect and accept the installation including the buildings, civil works,

foundations, connections to electricity, water and sanitation, backup supplies, moveable furniture and

equipment. Quality certification of all work to be submitted to the department is the responsibility of

the PSP.

The agreement on remuneration for both standard and additional services will be negotiated to the

satisfaction of both parties and will be concluded in writing before the PSP renders such services.

6. Contracting authority

The departmental contract manager is the Chief Director: Capital Works: Education or Health

Infrastructure

All correspondence and reports shall be submitted to the Chief Director: Capital Works: Education or

Health Infrastructure and copied to the relevant Director per branch.

All NEC3 contract administration correspondence between the employer and the Principal Agent

appointed under a separate tender shall be through the Professional Project Manager.

7. Eligibility criteria for procurement of services

7.1 Professional Services Providers

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Only those bidders who satisfy the following eligibility criteria will be considered;

1. The bidder as an individual firm or as a consortium has or has engaged Sub-consultants who have

the necessary capabilities to perform the required service (see returnable schedule)

2. The bidder is registered in terms of the Companies Act, 1973 (Act 61 of 1973) or the Close

Corporation Act, 1984 (Act No. 69 of 1984) or the Non-Profit Organisations Act, 1997 (Act 71 of

1997).

3. The bidder / company has at least 50% of its directors and members (in the case of a company and

close corporation respectively) professionally registered, and all KEY STAFF MEMBER members

proposed for this project shall be professionally registered with at least one of the following:

Professional Service Providers

Category of registration Act

Professional Engineering Service Provider

Professional Engineer or Professional Engineering Technologist

Engineering Profession Act, 2000 (Act No. 46 of 2000)

Professional Architectural Services

Provider

Professional ArchitectProfessional Senior Architectural Technologist

Architectural Professions Act, 2000 (Act No 44 of 2000)

Professional Quantity SurveyorProfessional Quantity Surveyor

Quantity Surveying Profession Act, 2000 (Act No. 49 of 2000)

Professional Natural Scientist (Environmental Management Assessment Practitioner)

Professional Natural Scientist (Environmental Management Assessment Practitioner)

Professional Natural Scientist (Environmental Management Assessment Practitioner)

Professional Natural Scientist (Environmental Management Assessment Practioner)

Professional Natural Scientist

Natural Scientific Professions Act, 2003 (Act 27 of 2003)

Occupational Health and Safety Professional

OHS Professional or Certified OHS Professional

National Qualifications Framework (NQF) Act (Act. No. 67 of 2008)

Professional Construction Project Manager

Professional Construction Project ManagerProfessional Construction Manager

Project and Construction Management Profession Act, 2000 (Act No 48 of 2000)

4. The bidder has a Professional Indemnity (PI) insurance cover issued by a reputable insurer in an

amount of R 5 million and above.

5. The bidder scores more than 60 points on the functionality evaluation using the following

returnable schedules:

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Evaluation Schedule 1: Companys’ Experience over the last 10 years

Evaluation Schedule 2: Key Staff Registration, Qualification and Experience

Evaluation Schedule 3: Quality Assurance Systems

The quality criteria and maximum score in respect of each of the criteria are as follows (This shall be

applied to all discipline of engineering tendered for):

Description Weighting

Company Experience (Demonstrated experience of tendering entity with respect to Built Environment Projects)

40

Key Staff Registrations, Qualification, & Experience (Attach CV’s with contactable references and certified copies of qualifications and certified professional registration (PR).

40

Quality Assurance Systems 20

Functionality Score 100

Functionality Weighting factor

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1. COMPANY EXPERIENCE

Demonstrated experience of tendering entity with respect to Built environment projects

Bidder must provide appointment letters (on clients letterhead) not older than 10 years on

Built Environment projects with contactable references)

1.1) 10 or more projects in Built Environment (appointment letters with contactable

references) = 5 points

1.2) 7-9 projects in Built Environment (appointment letters with contactable references) = 4

points

1.3) 4-6 projects in Built Environment (appointment letters with contactable references) = 3

points

1.4) 2-3 projects in Built Environment (appointment letters with contactable references) = 2

points

1.5) 1 project in Built Environment (appointment letters with contactable references) = 1

point

1.6) No relevant appointment letters submitted = 0 points

40

2. Key Staff Registrations, Qualification & Experience: 40 Points

Attach CV’s with contactable references and certified copies of qualifications and certified professional registration (PR).

2.1 Key Staff, Qualification & Registration = 40 Points

Demonstrate the Key Staff assigned to the project. Proof of certified Professional Registration and Qualification to be attached.

2.1) Key Staff CV, Certified Qualifications, Certified Professional registration with 10 years or more experience post qualification = 5 points

2.2) Key Staff CV, Certified Qualifications, Certified Professional registration with 5 years or more experience post qualification = 4 points

2.3) Key Staff CV, Certified Qualifications, Certified Professional registration with 3 years or more experience post qualification = 3 points

2.4) Key Staff CV, Certified Qualifications, Certified Professional registration with 1 year or more experience post qualification = 2 points

2.5) Key Staff CV, Certified Qualifications, Certified Professional registration with 0 years or more experience post qualification = 1 point

2.6) No Key Staff CV, Certified Qualifications, Certified Professional registration = 0 points

40

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The Key Staff refers to the following registered professionals:

2.1.1) Professional Construction Project Manager (Pr. CPM)

2.1.2) Professional Quantity Surveyor (Pr.QS)

2.1.3) Professional Clinical Engineer (Registered with ECSA)

2.1.4) Professional Architectural service (Pr. Arch or Pr. Tech Arch)

2.1.5) Professional Civil and Structural Engineer (Pr.Eng or Pr. Tech Eng)

2.1.6) Professional Mechanical and Electrical Engineer (Pr.Eng or Pr. Tech Eng)

2.1.7) Professional Green Consultants (Pr.Eng) or (Pr.Arch)

2.1.8.) Professional Land Surveyor (Prof Land Surveyor)

2.1.9) Professional Town and Regional Planners (Pr.Pln)

2.1.10) Professional Environmental Specialist (Pr.Sci.Nat)

2.1.11) Professional Geo-technical Engineer (Pr.Sci.Nat)

2.1.12) Professional Occupational Health and Safety Practitioner (Pr.COHS)

2.1.13) Landscape Architect (Pr.Landscape technologist) or (Pr.Landscape Arch)

Required certified registrations, in the professional category, with the following applicable statutory bodies:

1. Certified Registration with the South African Council for the Project and Construction Management Profession (SACPCMP)

2. Certified Registration with the South African Council for the Quantity Surveying Profession (SACQSP)

3. Certified Registration with South African Council for the Project and Construction Management Profession (SACPCMP) in the category of Health & Safety Manager /Agents

4. Certified Registration with the South African Council for the Architectural Profession (SACAP)

5. Certified Registration with the Engineering Council of South Africa (ECSA)

6. Certified Registration with the South African Council for Professional and Technical Surveyors (PLATO)

7. Certified Registration with the South African Council for Planners (SACPLAN)

8. Certified Registration with the South African Council for Natural Scientific Professions (SACNASP)

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Key Staff relevant to the respective discipline:

3. Quality Assurance Systems

3.1) Policy manual, procedures manual, works instruction manual are very comprehensive

and is most likely to result in quality work. Bidder is SANS 9000 / ISO 9001 certified with

proof of certified certification must be attached = 5 points

3.2) Policy manual, procedures manual, works instruction manual and is likely to result in

quality work. Bidder is currently undergoing certification but has not yet achieved the

SANS 9000 / ISO 9001 certification. Proof of Bidder currently undergoing the certification

process with an accredited certification body must be attached = 4 points

3.3) Policy manual, procedures manual, works instruction manual are basic, workable, and is

likely to result in quality work. Bidder is not SANS 9000 / ISO 9001 certified and has

neither undergone, nor is currently undergoing any SANS 9000 / ISO 9001 certification

processes with an accredited certification body = 3 points

3.4) Policy manual, procedures manual, works instruction manual are secondary. Bidder is

not SANS 9000 / ISO 9001 certified and has neither undergone, nor is currently

undergoing any SANS 9000 / ISO 9001 certification processes with an accredited

certification body = 2 points

3.5) Policy manual, procedures manual, works instruction manual are elementary. Bidder is

not SANS 9000 / ISO 9001 certified and has neither undergone, nor is currently

undergoing any SANS 9000 / ISO 9001 certification processes with an accredited

certification body = 1 point

3.6) Failed to provide information = 0 points

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Minimum Functionality Threshold 60

Total Functionality Points 100

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