U R B A N D E S I G N S E R V I C E S

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1 P.O. Box 3209, Houghton, 2041 Block A, Riviera Office Park, 6-10 Riviera Road, Riviera U R B A N D E S I G N S E R V I C E S RFP/FS/023 PROPOSALS TO BE SUBMITTED BY NOT LATER THAN 20 MARCH 2015 AT 12H00 1

2 TERMS OF REFERENCE FOR URBAN DESIGN SERVICES 1. INTRODUCTION The Housing Development Agency (HDA) is a national public development agency that promotes sustainable communities by making well-located land and buildings available for the development of human settlements. As its primary activity, the HDA assembles state, private and communal land and buildings and releases it for development. In addition, the HDA provides project delivery support services to organs of state at local, provincial and national level. 2. PURPOSE To secure the services of service provider to formulate a Development Plan with detailed design guidelines for a mixed use development. The Development Plan should take cognisance of the municipal Integrated Development Plan (IDP) and Spatial Development Framework (SDF), Provincial and Municipal Human Settlements Plans to ensure that the development is integrated to existing and planned municipal infrastructure services, road and railway network and associated public amenities. The objectives of NDP 2030 and other national legislation shall be manifest in the Development Plan, as described in the Human Settlements Master Spatial Plan and aims at achieving transformed spatial settlement patterns that exist in the post-apartheid towns. 3. SCOPE OF WORK Establish how the intended development will fulfill criteria for the development of integrated and sustainable human settlements that responds to the spatial transformation agenda; Establish the potential yield for housing opportunities and in particular subsidized housing units within a mixed use development; Establish development options and associated legislative and respective funding requirements to realize the development. Establish development guidelines and phased implementation plan for the proposed development should the development present as a viable. The Agency further wishes to establish the viability of the project based on the municipal housing plan and infrastructure services by the municipality. 4. MAJOR KEY ACTIVITIES (KEY PERFORMANCE AREAS) Prepare functional designs and guidelines to specifications and tender documents to internationally accepted standards for transmission substations for clients in southern Africa and also internationally. Plan, manage and facilitate participatory planning processes with various civic structures as interested and affected parties. Review and approve detailed designs or components submitted by sub-contractors, where appropriate. 2

3 4. DELIVERABLES AND OUTPUTS The service provider is expected to deliver on the following: 1. Project plan 2. Project initiation report (including description of participatory planning process) 3. Conceptual Development options (at least two) 4. Draft development plan 5. Final development plan 6. Design guidelines for the development 7. Various schedules including, but not limited to: Housing yields; Other land use yields; Application of government programmes; Development planning related assessments and certifications required; 8. Phased development plan identifying stakeholders for procurement purposes 9. All necessary preparatory documentation to facilitate following town planning Final report 5. FORMAT FOR DELIVERABLES 1. Participatory planning deliverables with various key stakeholders and workshop/s with the stakeholders and civic structures to include participatory planning 2. Power point presentations (at all stages) 3. Ring-bound reports [three copies] 4. A1 hard copies of the development plans [three copies] 5. Soft copies of documents (Dropbox, CD/ DVD or USB) containing high resolution versions of the report in source document format as well as pdf All relevant plans should be provided in Shape files in support of spatial transformation plan for uploading into the Housing Development Agency LaPsis system. 6. KEY INFORMANTS Municipal and Provincial officials, project team members, consultants, specialists and sub-consultants (where appropriate). Civic structures related to interested and affected parties. 7. REPORTING RELATIONSHIP The service provider will report to HDA: Programme Manager in the Free State 8. TIMEFRAME The services should be completed within 3 months of signature of the contract between parties. 9. EDUCATION/QUALIFICATION REGISTRATIONS (MINIMUM REQUIREMENT S) Professional registration with the SAPI or SAIA (relevant council) of South Africa 10. SPECIALIST KNOWLEDGE Urban planning, urban design and town / regional planning Understanding of design standards, specifications and guidelines applicable to housing, human settlements and related infrastructure and social amenities. Knowledge of the human settlement policy and programme environment. Knowledge of the local environment. 3

4 Participatory planning 11. PRACTICAL EXPERIENCE Ideally not less than 5 years experience in urban planning and design. A demonstrated track record of technical lead responsibility on medium to large scale urban planning and design projects. 12. KEY REQUIREMENTS 1. Proof of valid registration with relevant professional council (at least one member of the company / project team) 2. Technically competent in urban planning and design. (CV s and portfolio of previous work as evidence) 3. Participatory planning competency 4. Ability to work unsupervised and manage time, quality and effort in order to meet project deliverables 5. Knowledge of the human settlement policy and programme environment. 13. CONTRACT HDA shall enter into a legally binding contract with the successful bidder, in addition to the letter of appointment. 14. TECHNICAL EVALUATION CRITERIA The HDA needs to be satisfied, in all respects, that the organisation selected has the necessary resources, qualifications and abilities for this project, and that all submissions are regarded in a fair manner in terms of evaluation criteria and process The general methodology of selection will be that proposals will first be evaluated on their technical ability to perform the task. Any proposals scoring below 70% of the points noted in the table below will be disqualified for the second evaluation. The second evaluation of technically competent proposals will be evaluated against Price and B-BBEE using a 80/20 Price/B-BBEE formula. Table 1 Evaluation Criteria on Functionality or Technical Abilities CRITERIA SUB-CRITERIA WEIGHTING/ POINTS Lead Company profile (Attach Organogram) CVs of team members proposed to do the work Company profile (s) to be submitted (in case of a joint Venture, all companies must submit separate profiles) indicating the Lead Company Demonstrable Skills and Capacity, Level of Relevant Knowledge and Experience. Adequacy and completeness of skills of team presented and fit for task

5 Approach, Methodology, Work Plan and Process Related work of the lead company and specifically work experience in the Northern Cape Province: Work programme, plan and allocation of resources and tasks Meeting deliverables and 10 timeframes 10 Proposed methodology TOTAL 100 The following criteria will be used for point s allocation for price and B-BBEE compliance on a 80/20 point system:- Table 2 Price and B-BBEE CRITERIA SUB-CRITERIA WEIGHTING/ POINTS Price Detailed budget breakdown 80 B-BBEE Status Level Verification B-BBEE Level Contributor 20 Certificate from accredited verification agencies. Total 100 The HDI proposal will be evaluated as per PPPFA regulations. 15. PAYMENT STRUCTURE HDA undertakes to pay in full within thirty (30) days, all valid claims for work done to its satisfaction upon presentation of a substantiated claim/invoice No payment will be made where there is any outstanding information/work by the service provider/s. 16. GENERAL Below are compulsory requirements for this service It is important to note that the successful person will work under the supervision of a HDA representative, abide by HDA s Code of Conduct, and other organizational guidelines Kindly complete and submit the following: Valid original tax clearance certificate. SBD Forms (SBD4, SBD6.1 SBD8 and SBD9) obtainable from HDA Website: Under compliance checklist. 5

6 Valid and Original or Certified B-BBEE Status Level Verification Certificates issued by the following agencies SANAS, IRBA or CCA Further information regarding technical matters can be sent an to: or telephone: Further information regarding supply chain matter and queries can be send via to: or tel: SUBMISSION OF PROPOSALS Proposals should be submitted on or before the 20 March 2015 by no later than 12h00 to the following address: The Procurement Specialist The Housing Development Agency, Block A, 6-10 Riviera Road, Killarney, 2193, Tel: The selection of the qualifying proposal will be at the HDA s sole discretion. The HDA does not bind itself to accept any particular bid/proposal, and the HDA reserves the right not to appoint the service provider. 6

7 ANNEXURE 2 MINIMUM REQUIREMENTS: LOCAL DEVELOPMENT PLAN FOR SUSTAINABLE SETTLEMENTS 1. Land & Services requirements a) Land use ratios (land distribution to function) b) Actual vs permissible allowances c) Developable area d) Existing capacity 2. Conservation Areas a) Development Areas b) Urban design considerations 3. Land Distribution (Refer to CSIR (2012) Guidelines for the Provision of Social Facilities in South African Settlements, First edition) a) Public and Open Space/Conservation Areas (including allotments for urban agriculture and market square, sports fields) b) Social and public amenities and facilities (schools, public toilets, multi-purpose hall, community center, open air theatre etc) c) Mixed Use Retail/Residential -30% of stock is mixed use (residential and commercial) d) Residential (mix of housing typologies to suite income bands at appropriate density) e) Light Industry (including green technology for service delivery) f) Commercial (business and retail) no single use commercial sites, to be incorporated into mixed use g) Mobility routes (roads, cycle paths, foot paths, rail reserves and respective stations / ranks, stops etc. with 60% budget toward non-motorised networks) h) Other infrastructural servitudes Furthermore, the application of Sustainable Community Planning Guide (2007) Chapter 3 pages 64 and 65 is required. 4. Development Yields/Output: Provide development yields of all different land uses and typologies in the development area in the short, medium and long term: a) Number of residential units and typologies addressing subsidized housing market, middle income and Gap market (ratio of housing stock: 10% free standing, 50% 7

8 row housing, remainder 40% maisonette/semi-detached, mixed use multi-storey buildings) and respective tenure, and ratio against gross extent b) Number of commercial opportunities addressing small, medium and large scale enterprises, public facilities and amenities and ratios against gross extent c) Number of experiences that support the character and identity of the settlement will generate socio-economic projects and contribute to creating a unique identity for the development and its surrounding context 5. Design Guidelines (Visual/graphic representation): Provide preliminary infrastructural and design pertaining to land use and distribution in 4 above: Proposed residential typologies to meet range of housing options (supply ratio of all housing programmes applicable, noting that full housing spectrum to be accommodated to suit population profile) Water and sanitation: supply, reticulation, outfall (including grey water systems, storm water etc.) Electricity (recommend a mix of non-renewable and renewable energy sources and ratios) Mobility routes (as per different modalities above) Environmental care (see conservation above) Waste removal (including recycling) Communication networks (including telephony, ADSL, cellular networks) Health services Educational / cultural services Safety and security (policing) Social and welfare services Commercial services (90% small to medium size business,10% large scale) 6. Specifications To comply with SANS 204 and related national, regional and municipal standards and planning legislation Density: average of 60 dwelling units per hectare (net density) Coverage: to be recommended per erf (70% on at least 50% or erven) FAR: to be recommended per erf Transit orientated development principles are applicable, where main nonmotorised transport routes create paths through the settlement in a different pattern to the motorized pattern, each with their respective character. Special needs: 10% dwelling units to accommodate aged, child-headed households, those with a variety of accessibility requirements as per SANS Creation of at least one cultural experience that builds the character and identity of the place Tenure mix to suite demographic profile of local area 8

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