The appointment of a private partner to commercialise and operate the cape morgan facility

Four-stage evaluation: Stage 1 - Compliance Screening (pass/fail): Completed proposal, company registration, CSD registration, signed declaration of interest, alignment with Concept Acceptability Matrix. Stage 2 - Technical Compliance (minimum 70/100): Strategic Fit and Concept Quality (35 points), Operational Capability and Experience (50 points), Financial Sustainability (15 points). Stage 3 - Price and Specific Goals (80/20 or 90/10 system): Bid Price (80 or 90 points), Specific Goals (20 or 10 points). Proof required: CSD report, Medical Certificate, Proof of Address. Stage 4 - Risk Rating and Bankability: Financial capacity, funding certainty, operational capability, delivery risk, environmental compliance, reputational risk, community impact. Normalized financial value assessment may apply for fair comparison of varying concession periods.

Threshold: minimum 70/100): Strategic Fit and Concept Quality (35 points)

Why it matters: The source places this item in the evaluation criteria; the recorded weight or threshold is shown when available.

PPP structured as a long-term operating concession (15-30 years, bidder-proposed). ECPTA retains ownership; facility reverts upon expiry/termination. Early termination conditions: material breach, insolvency, persistent failure to meet obligations, force majeure, public interest. Consequences include notice/cure periods, lender step-in rights, asset handover, and compensation aligned to cause and capital investment. ECPTA grants operator rights, provides oversight, and monitors compliance. Private partner responsible for operations, capital improvements, and reporting. Performance guarantees may be required for capital investments.

Threshold: 30 years

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.

Bidders must demonstrate: commercially sound and operationally feasible concept; alignment with conservation/environmental sustainability; adequate technical/operational/management capability; sufficient financial capacity; compliance with applicable legislation; commitment to transformation and local economic development. Operational Capability and Experience (50 points): 10+ years = 50 points, 7-9 years = 40 points, 4-6 years = 30 points, 1-3 years = 20 points, <1 year = 0 points. References and portfolio of similar projects required.

Threshold: 50 points

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

Submit SBD 3.1 (Pricing Schedule) with: financial return to ECPTA (lease/revenue share), minimum capital investment commitment (amount, scope, timeline, funding sources), proposed concession financial model, revenue-sharing/rental structure, financial sustainability projections. Normalized financial value assessment may apply for fair comparison. Performance guarantees may be required.

Threshold: minimum capital investment commitment (amount

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.

Four-stage evaluation process: Stage 1 - Compliance Screening (mandatory pass/fail): Completed proposal, company registration, CSD registration, signed declaration of interest, alignment with Concept Acceptability Matrix. Stage 2 - Technical Compliance (minimum 70/100 points): Strategic Fit and Concept Quality (35 points), Operational Capability and Experience (50 points), Financial Sustainability of the Concept (15 points). Stage 3 - Price and Specific Goals (80/20 or 90/10 preference point system): Bid Price (80 or 90 points), Specific Goals (20 or 10 points). Proof for Specific Goals: CSD report, Medical Certificate, Proof of Address. Stage 4 - Risk Rating and Bankability: Financial capacity, funding certainty, operational capability, delivery risk, environmental compliance, reputational risk, community impact. Normalized financial value assessment may apply for varying concession periods.

Threshold: minimum 70/100 points): Strategic Fit and Concept Quality (35 points

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.

Submit SBD 3.1 (Pricing Schedule) with detailed financial proposal including: Financial return to ECPTA (lease/revenue share), minimum capital investment commitment (amount, upgrades description, timeline, funding sources), proposed concession financial model, revenue-sharing/rental structure, financial sustainability projections. Normalized financial value assessment may apply for fair comparison. Performance guarantees or security may be required for capital investments. Higher financial return to ECPTA scores maximum points (80 or 90). Specific Goals (20 or 10 points) require SBD 6.1 form and proof (CSD report, Medical Certificate, Proof of Address).

Threshold: minimum capital investment commitment (amount

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.

ECPTA seeks to commercialize the Cape Morgan Conference and Hotel Facility, located within the Cape Morgan Nature Reserve (Wild Coast, Eastern Cape). The facility is under-utilized and requires a private sector operator to manage, maintain, market, and optimize its performance while balancing commercial viability with conservation, heritage protection, and community beneficiation. The PPP aims to unlock commercial potential, ensure revenue generation, align with ECPTA’s mandate, protect biodiversity, and promote local economic growth. The facility includes 32 rooms, a conference center (80-120 delegates), restaurant, kitchen, bar, and deck. Previous procurement attempts failed; this RFP incorporates lessons learned to secure a capable operator via a long-term tourism concession under Treasury Regulation 16 and the PPP Toolkit for Tourism.

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.

Submit bids in a sealed envelope to the bid box at 17-25 Oxford Street, Cnr. Oxford and Fleet Street, East London, 5200 by 11:00 on 28 July 2026. Late, incomplete, unsigned, faxed, or electronic submissions will be disqualified. Required documents: SBD 3.1 (Pricing Schedule), SBD 4 (Bidders Disclosure), SBD 6.1 (Preference Points Claim Form), Full CSD Report (July 2026), Company Registration Documentation, Joint Venture Agreement (if applicable), Signed Declaration of Interest (SBD 4), Proof of Authority to Sign, and all relevant bid forms. Bids must be submitted on official forms without re-typing. Joint ventures must submit a signed agreement and individual CSD reports. Bids must remain valid for 150 days.

Threshold: 150 days

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.

Compliance with all environmental legislation is mandatory. Private partner must: protect biodiversity, heritage, and ecological integrity of Cape Morgan Nature Reserve; ensure environmentally responsible operations; align with conservation objectives. Concept evolution must remain environmentally responsible and socially beneficial. Proposals must demonstrate environmental sustainability and compatibility with the protected area status.

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

Compliance with all health, safety, and labour legislation is mandatory. Private partner must ensure: safe operational management, staff training, day-to-day maintenance, utilities, security, cleaning, and waste management. Health and safety requirements must align with applicable laws and ECPTA’s conservation objectives.

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

Scope: Long-term operation, management, and commercialization of Cape Morgan Conference and Hotel Facility under a PPP model. Facility includes 32 rooms (28 standard, 4 executive), conference center (80-120 delegates), restaurant, kitchen, bar, and deck. Location: Cape Morgan Nature Reserve, 5 km from Kei Mouth, 3 km from Morgan’s Bay. Objectives: Unlock commercial potential, ensure revenue generation, align with conservation/tourism mandate, protect biodiversity, promote local economic growth. Private partner responsibilities: Full operational management, marketing, staffing, maintenance, utilities, security, compliance, concession fees, capital improvements, community development, reporting. Concession term: 15-30 years (bidder-proposed, justified by investment). Concept must align with Acceptability Matrix (Categories A: Readily Acceptable, B: Conditionally Acceptable, C: Non-Permissible). Concept evolution allowed with ECPTA approval. Capital investment commitments must be detailed with scope, timelines, and funding sources.

Threshold: 30 years

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.

Bidders must submit a development and investment implementation plan outlining: scope of upgrades/refurbishments, estimated capital investment per component, implementation milestones/timelines, and reporting arrangements. ECPTA may incorporate milestones into the concession agreement. Failure to meet milestones may result in remedial actions or contractual penalties.

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

Mandatory: CSD Registration with Full CSD Report (July 2026), Company Registration Documentation, Signed Declaration of Interest (SBD 4), Preference Points Claim Form (SBD 6.1), Joint Venture Agreement (if applicable), Proof of Authority to Sign. Tax Compliance: Submit SARS TCS PIN or CSD number. Each party in a consortium/JV must submit separate TCS/CSD documentation. No bids from state employees or entities with state-employed directors/members. B-BBEE: Points claimed via SBD 6.1 must be supported by CSD report, CIPC certificate, Medical Certificate, or Proof of Address. Local content and transformation commitments required.

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.

10%

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.