gtac:001/2015 invitation to service providers for ... 001_2015 non compulsory... · ways that...

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GTAC:001/2015

INVITATION TO SERVICE PROVIDERS FOR INCLUSION ON A PANEL

OF PROFESSIONAL ADVISORS OF THE GOVERNMENT TECHNICAL

ADVISORY CENTRE

One hour non-compulsory briefing session.

From 11:00 am on Thursday 19 February 2015.

National Treasury building.

240 Madiba Street.

Pretoria.

Presentation Also posted on

www.treasury.gov.za/tenderinfo/current tenders

AGENDA

• Welcome and Attendance Register - Nomlotha Mazibuko

• Introduction - Michael Acres

• Programmes

– A The Jobs Fund - Neville Pretorius

– B Municipal Finance Improvement Programme II - Danie Beukes

– C Expenditure and Performance Reviews - Ronette Engela

• Questions and Answers

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Programme A

The Jobs Fund

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Jobs Fund – Panel Establishment: Briefing Session 18 February 2015

Jobs Fund Objectives, Rationale and Strategy Objectives

Objective of the Jobs Fund is to co-finance public and private sector projects with the potential to contribute significantly to sustainable job creation.

● R9 billion Fund, launched in June 2011

● Catalyse innovation and investment with an emphasis on partnership

● Complement other government initiatives

● Designed to overcome barriers of growth by providing public funding windows to stimulate:

- Good innovative ideas

- Risk-taking

- Investment

- Discover new ways of working

● Competitive and transparent allocation process (currently operates on challenge fund principles)

● Operates on portfolio approach

5 19 February 2015 Jobs Fund - Panel Establishment: Briefing Session

19 February 2015

Jobs Fund Portfolio

Funding Windows (2011-2014)

Enterprise Development

• Initiatives that develop innovative commercial approaches to long-term job creation in ways that combine profitability with high social impact.

• Should reduce risk, remove barriers to market access or improve or broaden supply chains.

• Looks for new ways of doing things: new business models, products and markets.

Support for Work Seekers

• Seeks to link active work-seekers, especially the youth, to formal sector opportunities and job placement.

• Targets initiatives aimed at facilitating rapid access to employment and work-related training for unemployed people, particularly the youth.

• Goal is to improve the quality and supply of labour.

Infrastructure Investment

• Looks to co-finance light infrastructure investment projects that are necessary to unlock job creation potential in a particular area.

• Could include providing critical missing infrastructure that creates trading opportunities; enhances access to markets; improves the business environment for enterprises and catalyses employment.

Institutional Capacity Building

• JF recognises that institutional weaknesses may in some cases inhibit the creation of jobs.

• Window targets projects that will improve operational efficiencies, remove barriers to doing business, catalyse innovation and thereby scale up the potential for job creation.

• Assist organisations that can influence the demand for labour and that can improve the efficiency of the labour market. The goal is to unlock institutional barriers to job creation.

Jobs Fund - Panel Establishment: Briefing Session 6

19 February 2015

Jobs Fund Portfolio

Funding windows – Planned (2015)

Agriculture – Market Access

for Smallholder Farmers

• Projects that seek to create sustainable permanent jobs by supporting market access for smallholder farmers:

• Identify agriculture sub-sectors with high potential for smallholder farmers;

• Identify the constraints to smallholder farmers participating effectively and competitively in these sub-sectors; and,

• Propose innovative, holistic packages of interventions to overcome these constraints.

Innovation in Job Creation

• Projects that overcome the barriers to job creation using new, interesting approaches. Initiatives should fall into at least one of the following four broad categories:

• An innovative product that unlocks job creation and/or reduces the barriers to job creation

• An innovative service that unlocks job creation and/or reduces the barriers to job creation

• An innovative business model

• An innovative funding model


19 February 2015

Jobs Fund Portfolio

1st to 3rd Calls for Proposal: Funds Disbursed (2011-2014)

REPORTING & NON REPORTING PROJECTS

Number of Projects Total project value Total JF funding commitment

Call 1 35 R 3 020 681 224 R 1 622 263 705

Call 2 33 R 3 652 687 069 R 1 566 220 944

Call 3 22 R 5 232 163 173 R 1 298 424 029

Total 90 R 11 905 531 466 R 4 486 908 678

REPORTING PROJECTS

Call 1 Call 2 Call 3 Total

Window % of

Total

Enterprise Development

16 15 3 34 51%

Infrastructure 1 5 0 6 9%

Institutional Capacity Building

2 1 0 3 4%

Work Seekers 15 9 0 24 36 %

Total 34 30 3 67 100%


19 February 2015

Jobs Fund Portfolio

Projects by Sector (2011-2014)


1

2

2

2

4

8

9

13

14

0 2 4 6 8 10 12 14 16

Construction

Tourism

Mining

BPO

Green Economy

Manufacturing

Other

Multi-sector

Agriculture

Sectors targeted by the Jobs Fund: Number of projects

Multi-sector reflects SMME Incubators and

Employment Accelerators.

Selection Criteria Agricultural Sector Experts

Financial Sector Experts Enterprise Development Experts

Legal Specialists

Business Analysts / Process Engineers

Minimum requirements

Relevant tertiary qualification (special conditions)

Bachelors degree or higher: Agriculture, economics, development studies, business science or related

Honours / Masters degree or CFA: Finance, economics or business science

Honours / Masters degree : Finance, economics or business science

LLB or equivalent post-graduate qualification (must be admitted attorneys/ advocate)

Bachelors degree or higher: Finance, economics or business science

Years experience 10 years plus 10 years plus

10 years plus

Min 5 years 10 years plus

Technical skills

Sector specific • Knowledge of primary production processes

• Strong understanding of storage and agro-processing

• A strong understanding constraints facing commercial or small holder farming

• An understanding of the market/commercial as well as technical aspect of the agriculture value-chain

• Solid track record in respect of one or more of the following: Grant project /

programme development and support

Project financial structuring

Enterprise funding (grant and loan finance)

Project financing Corporate financing Private equity funding.

• Strong understanding of finance, financial structuring and financial instruments

• Solid track record in respect of one or more of the following: Project / programme

development and support

SMME development support

Enterprise Grant programme design and management

Value-chain analysis Project (financial)

structuring

• At least 5 years post qualification experience in: Commercial or corporate law

• Grant-funding environment experience.

• Solid track record in respect of one or more of the following: Business / process

mapping Business process re-

engineering • A strong track record of

impending process redesign, organisational efficiency and related interventions.

Project / programme development and support

Socio-economic analysis

Other skills

Monitoring & Evaluation experience

Results chain process experience

Public sector experience

19 February 2015 Jobs Fund - Panel Establishment: Briefing Session 10

Programme B

Municipal Finance Improvement Programme Phase II

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PROGRAMME B – MUNICIPAL FINANCE IMPROVEMENT PROGRAMME PHASE II

BACKGROUND

• Memorandum of Agreement (MoA) and Project Charter (PC) signed between GTAC and OAG

• OAG provide policy direction and crafting of strategies

• GTAC’s role that of “implementing agent” i.t.o. programme and strategy execution as well as administrative responsibilities

• MFIP II commenced 01 July 2014 under management CD: Capacity Building within OAG

• Continuation of MFIP 1

• Overall strategic goal “to facilitate the improved management of the financial affairs of municipalities”

• Supporting Presidential Outcomes:

• 9 – Building a responsive, effective and efficient local government system

• 12 – Build and efficient, effective and development-orientated public service and empowered, fair inclusive citizenship as it relates to local government financial management

• Incorrect perception that local government service delivery failures only attributed to corruption, graft and maladministration

• Municipalities experiencing numerous weaknesses i.e. poor human resource management, inadequate planning and engineering skills, weak oversight structures and ineffective financial management processes and procedures

• MFIP II directed towards achieving improvement in performance objectives as per legislative and regulatory framework and not purely a compliance assessment

• MFIP II based on specific informal intervention structures:

– Direct capacity support to provincial treasuries

– Direct capacity support to identified municipalities

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through long-term technical advisors and short term specialists


GOVERNANCE

• Programme Steering Committee (PSC) consisting of various NT Units and PT’s Providing strategic direction and endorsement of the rationale and objectives of the

programme; and

Evaluating the overall performance of the MFIP II.

• Programme Management Unit (PMU) Programme Planning, Integration, Scheduling, Budgeting and Stakeholder Management; and

Overall management of programme activities including amongst others TA work outputs

• PMU Consisting of PM, PA and 4 Senior Advisors responsible for various provinces

• Currently located in the OAG, National Treasury, 240 Madiba Street, Pretoria

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TECHNICAL MATTERS

• MFIP II Demand driven programme – requests from municipalities and provincial treasuries

• Each situation dealt with according to outcome of detailed formal assessment utilizing existing tools

• Support Plan developed in line with assessment and focus areas and deliverables as set out in ToR

• All MFIP II Projects clearly defined in terms of project duration, resource allocation, roles and responsibilities of all stakeholders, objectives, and project close-out

• Recruitment from panel using specific needs of PT/Muni as basis for identifying potential TA’s

• Successful TA’s placed in PT’s and Muni’s across the country

• PT’s and Muni’s required to provide office accommodation

• TA’s required to submit amongst others timesheets, monthly progress reports, completion certificates and appropriate audit evidence

• Formal quarterly performance reviews conducted

• Currently Programme Scheduled to 31 March 2017

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Programme C

Expenditure and Performance Reviews

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BACKGROUND PERFORMANCE AND EXPENDITURE REVIEWS

• Limits to ability of fiscal policy to further push reduction in inequality and poverty relief, need to focus on wage earning improvements, and…

• Quality of public expenditure – Greater efficiency in delivery – Better understanding of mix of policies and appropriateness

of choices – Remuneration analysis and modeling

• Topics determined by NDP, MinComBud, MTSF, senior officials

• Work closely with affected department, oversight committee –

NT Public Finance, affected Dept. reps, Presidency

• Body of work done by consultants, very tight oversight, 4-5 month

• Predetermined Methodology – break through

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BACKGROUND ON ENVIRONMENTAL ECONOMIC RESEARCH AND ANALYSIS

Environmental challenges, in particular climate change, is likely to have a significant impact on the economy in the long term. In order to support the development of cost-effective policy reforms, programmes and projects that support the achievement of environmental targets and objectives, National Treasury is seeking specialist technical expertise and advice to provide:

• Focused environmental spending reviews and economic research and analysis of priority programmes, projects, and policies. Evaluate the alignment of environmental spending with policy priorities, and consider the adequacy of funding taking cognizance of institutional capacity, the relevance, effectiveness and impact of current environmental spending.

• Development of environment related economic and financial models to inform the design of environmentally related policies, programmes and projects.

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BACKGROUND: NATIONAL CAPITAL PROJECTS UNIT (NCPU)

What we do

• Support National Treasury financing decisions on major capital projects (>R10bn)

• Mostly energy projects currently, to expand into transport, water and telecoms

• In-depth assessment on total value and cost

• Independent view on a proposal from an SoE or department

• Identify alternate solutions that could deliver equivalent or better results

• Advise on sector policy e.g. user pays

• Desk top research and field work

• Not being reactive to proposals submitted e.g. solar park, high speed rail and shale gas

• Assist NT in managing funding expectations

• Encourage that only feasible projects move towards implementation

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MUST meet Tertiary and one other requirement in section A + MUST meet one requirement in

(section B or Section C)

SELECTION CRITERIA TO BE ON PANEL

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Section A - Minimum requirements:

ToR Tertiary qualification

x

Communication and reporting: Technical writing, briefings and notes.

OR

Communication and reporting: Technical editing, language editing and design and lay-out.

Section B - Technical skills:

i-iv

Specialist knowledge of expenditure analysis and costing in the public sector.

OR

Experience of expenditure analysis and costing in the public sector.

OR

Infrastructure project appraisal, including feasibility assessment (economic, technical, financial).

OR

Sound environmental economics expertise.

Section C - Other additional generic skills:

v Understanding of the PFMA (Act 1 of 1999), MTEF, and Public Sector Budget Process.

OR

vi Detailed understanding of the BAS and PERSAL systems.

OR

vii Extensive experience in working with large data set and actuarial projections.

OR

viii Relevant sector knowledge and experience.

OR

ix Knowledge of public finance management reforms in South Africa.

OR

xi Public sector and sector experience of the team leader and team.

OR

xii Evidence of appropriate consulting experience.

SELECTION CRITERIA TO BE ON PANEL

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Evaluation is whether individual will be on panel or not. Not yet about specific body of work – detailed ToR will be sent to the panel for such work. To be on the panel, need not be successful in all 12 criteria Must be able to provide evidence that individual is: Meeting minimum requirements: I. Section A – minimum requirement

AND requirements in one of the following sections II. Section B or C Evaluation to be part of the panel will be based on detail provided in • B3: Expertise to be provided • B1: CVs • C1: Project experience

Questions and Answers

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