Appointment of a service provider to undertake a district situational analysis for the ingonyama trust (IT) investment summit

Disclose conflicts of interest, state employment ties, or foreign supplier status via SBD 4 and supporting documents.

Why it matters: This is a qualified operational interpretation of the stored scope, not a stated mandatory or scored criterion.

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Scope: Conduct a comprehensive District Situational Analysis for the Ingonyama Trust Investment Summit. The study must cover all districts under Ingonyama Trust jurisdiction and include: (1) Inception phase: stakeholder meetings, implementation plan, methodology, and inception report. (2) Socio-economic and demographic analysis: population trends, unemployment, poverty, education, migration, and livelihoods. (3) Rural economy and sector analysis: agriculture, tourism, mining, property, renewable energy, forestry, informal economy, manufacturing, and oceans economy (where applicable). Identify existing activities, trends, constraints, competitive advantages, value chains, and investment projects. (4) Infrastructure and spatial analysis: roads, water, electricity, ICT, logistics, social infrastructure, gaps, economic nodes, and land-use potential. (5) Investment and development opportunity analysis: bankable projects, investment readiness, PPP opportunities, and district investment profiles. (6) Stakeholder engagements: traditional leadership, municipalities, government departments, DFIs, community structures, business forums, and cooperatives. (7) Benchmarking: successful rural development models, innovative strategies, and scalable interventions. (8) Strategic recommendations: investment attraction, economic interventions, sector prioritisation, funding models, partnerships, enterprise support, infrastructure prioritisation, and policy alignment. Mandatory resource requirements: (1) Project Leader/Lead Economist: Master’s in economics, socio-economic research, development studies, or related field + 10 years’ experience in strategic economic analysis and stakeholder management. (2) Senior Economic Research Specialist: Degree/Honours in Economics + 7 years’ experience in data analysis and sector analysis. (3) Rural Development Specialist: Degree in Development Studies/Agriculture + 5 years’ experience in rural livelihoods and economy analysis.

Threshold: 10 years

Why it matters: The source identifies this as a mandatory or eligibility condition for a compliant bid.

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Submit a fully completed Pricing Schedule (SBD 3.3) with total price, including VAT if applicable. Prices must remain valid for 60 days from the closing date. Payment terms: within 30 days of invoice submission. Prices must cover all obligations; errors in pricing are the bidder’s risk. VAT registration proof is required if applicable. Performance security (bank guarantee or certified cheque) may be required within 30 days of contract award. The contract price is fixed and non-negotiable unless adjusted per Special Conditions of Contract (SCC).

Threshold: 60 days

Why it matters: The source identifies this as a mandatory or eligibility condition for a compliant bid.

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Pricing must be valid for 60 days from closing date, with VAT registration proof if applicable.

Threshold: 60 days

Why it matters: The source identifies this as a mandatory or eligibility condition for a compliant bid.

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Mandatory registration on the Central Supplier Database (CSD) and valid SARS Tax Compliance Status (TCS) PIN (or CSD number).

Why it matters: The source identifies this as a mandatory or eligibility condition for a compliant bid.

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Bids must be sealed, initialed on every page, and free of correcting fluid; late or incomplete submissions are disqualified.

Why it matters: The source identifies this as a mandatory or eligibility condition for a compliant bid.

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Submit bids via email to [email protected] by 05/06/2026 at 12H00. Late bids are disqualified. Use official forms (SBD 1, SBD 3, SBD 4, SBD 6.1, SBD 7.2) without retyping or redrafting. Photocopies of original forms are allowed but must include original signatures. Each bid must be: (1) Complete in all respects, (2) Lodged in a separate sealed envelope with the bidder’s name, bid number (ITB/01/06/2026), and closing date clearly marked, (3) Initialed on every page by the bidder, (4) Free of correcting fluid, (5) Submitted as a physical sealed envelope (emails are only accepted for the bid response, not for the full bid package). Bids sent by post, fax, or other electronic means are invalid. Failure to comply with any of these requirements may render the bid invalid. Bids will be opened in public after the closing time.

Why it matters: The source identifies this as a mandatory or eligibility condition for a compliant bid.

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Project team must include a Lead Economist (Master’s + 10 years’ experience), Senior Economic Research Specialist (Degree + 7 years), and Rural Development Specialist (Degree + 5 years).

Threshold: 10 years

Why it matters: The source identifies this as a mandatory or eligibility condition for a compliant bid.

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Provide B-BBEE Status Level Verification Certificate or sworn affidavit (EMEs/QSEs) to qualify for preference points.

Why it matters: This is a qualified operational interpretation of the stored scope, not a stated mandatory or scored criterion.

Inferred from stored analysis; verify against the source document. No source document identifier is stored for this item.

Mandatory requirements (disqualification if not met): (1) Registered on the Central Supplier Database (CSD) by closing date, (2) Valid Tax Compliance Status (TCS) PIN from SARS (or CSD number if TCS PIN unavailable), (3) Submission of B-BBEE status verification certificate or sworn affidavit (for EMEs/QSEs), (4) No conflicts of interest with Ingonyama Trust Board or state employees, (5) Not listed in the Register for Tender Defaulters or Restricted Suppliers List. Preferential criteria (80/20 system): (1) Price accounts for 80 points (awarded using the formula Ps = 80(1 - (Pt - Pmin)/Pmin)), (2) Specific goals account for 20 points, including 20 points for service providers based in KwaZulu-Natal. Higher B-BBEE levels may improve scoring under specific goals. Disqualifiers: Late submissions, incomplete or retyped bid forms, missing tax/B-BBEE/CSD documentation, evidence of collusion/fraud/corrupt practices, or foreign bidders without RSA ties (unless exempt from TCS PIN).

Threshold: 80 points

Why it matters: The source identifies this as a mandatory or eligibility condition for a compliant bid.

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Mandatory compliance: (1) Registration on Central Suppliers Database (CSD) – bidders not registered by closing date are disqualified. (2) Tax Compliance: Submit SARS Tax Compliance Status (TCS) PIN or CSD number. Consortia/joint ventures must submit separate TCS PINs/CSD numbers for each party. (3) B-BBEE: Submit B-BBEE Status Level Verification Certificate or sworn affidavit (for EMEs/QSEs) to qualify for preference points. (4) Declaration of Interest (SBD 4): Disclose any state employment, relationships with procuring institution staff, or interests in related enterprises. (5) No bids accepted from persons in the service of the state or entities with directors/members in state service. (6) Foreign suppliers: Must complete a questionnaire if not RSA residents or without RSA branch/permanent establishment. (7) Bidder’s past SCM practices declaration required. (8) Certificate of Independent Bid Determination may be required. (9) Proof of authority to sign the bid (e.g., company resolution) must be submitted.

Why it matters: The source identifies this as a mandatory or eligibility condition for a compliant bid.

No source document identifier is stored for this item.