Credit rating and second party opinion services for the city of cape town

Tender representative email: [email protected]. Appeals and legal compliance: City Manager, c/o Manager: Legal Compliance Unit, Legal Services Department, Office of the City Manager. Address: 20th Floor, Tower Block, 12 Hertzog Boulevard, Cape Town 8001. Post: Private Bag X918, Cape Town, 8000. Email: [email protected]. Access to Information: City Manager, c/o Manager: Access to Information Unit, Legal Services Department. Email: [email protected]. POPIA requests: City Manager, c/o Information Officer, Office of the City Manager. Email: [email protected]. Supplier Database Registration: Supplier Management Unit, 2nd Floor (Concourse Level), Civic Centre, 12 Hertzog Boulevard, Cape Town. Tel: 021 400 9242/3/4/5.

Submit a sealed envelope containing the completed and signed tender document (including Form of Offer and Acceptance) and all required supporting documents to Tender Box 210 at the Tender & Quotation Boxes Office, 2nd Floor (Concourse Level), Civic Centre, 12 Hertzog Boulevard, Cape Town. The envelope must be clearly marked with: tenderer's name and address, tender number (004S/2026/27), tender description, tender box number, and closing date. If the tender is too large for the box, enquire at the public counter for alternative instructions. Tenders submitted by facsimile or email will be rejected. Ensure submission is before the closing date and time (6 August 2026, 10:00 am). Late tenders will not be considered. Required returnable documents include: Schedule F.5 (Declaration of Interest – State Employees), Schedule F.6 (Conflict of Interest Declaration), Schedule F.7 (Declaration of Tenderer's Past SCM Practices), Schedule F.8 (Authorisation for Deduction of Outstanding Amounts), Schedule F.9 (Certificate of Independent Tender Determination), Schedule F.10 (Proposed Deviations and Qualifications), Schedule F.11 (List of Other Documents Attached), Schedule F.12 (Record of Addenda), and Schedule F.13 (Information to Be Provided With the Tender). Alternative offers may be submitted only if a main offer is also submitted, and must be in a separate sealed envelope marked 'Alternative Tender'. Tender offers must remain valid for 120 days after closing date; validity may be extended up to 12 months unless otherwise notified. The CCT will not consider tenders received after the closing time. Ensure all alterations to documents are initialled by the signatory. Tenderers must be registered on the CCT Supplier Database and National Treasury CSD upon request, failing which no orders or payments can be processed.

The 80/20 preference point system applies. Price accounts for 80 points, and preference (B-BBEE and specific goals) accounts for 20 points. Preference points are allocated based on specific goals such as expenditure and profit thresholds. The highest total adjudication points (price + preference) determine the winning tender. The CCT reserves the right to negotiate final terms with the preferred tenderer without altering the competitive position or increasing the price. Mandatory requirements: Must be a legal entity (e.g., company, CC, partnership, joint venture, sole proprietor); must have firm intention and capacity to fulfill the contract; must not be restricted from doing business with the CCT (e.g., due to SCM abuse, tax non-compliance); must not have conflicts of interest (e.g., prior advisory roles with CCT, involvement in bid specification); must not be an advisor/consultant currently or previously contracted by CCT in a way that creates unfair advantage; must not have been found guilty of violating the Competition Act or other SCM-related offenses. Section-specific requirements: Section 1 – must be a registered credit rating agency under Credit Rating Services Act 2012, recognised by SARB as an ECAI, and have minimum 5 published credit rating reviews (as specified). Section 2 – must have prior experience in Second Party Opinions with published evidence. Financial requirements: Tax compliance with SARS (or exemption for foreign suppliers); no undisputed overdue municipal service debts (or proof of payment arrangements). Administrative requirements: Registered on CCT Supplier Database and National Treasury CSD; submission of all required declarations, certificates, and proofs (e.g., tax PIN, conflict of interest, past SCM practices).

The tender is for the provision of credit rating and second party opinion services for the City of Cape Town. Contract period: 36 months from commencement date. The tender is divided into two sections: Section 1 (Credit Rating and Debt Issue Rating) and Section 2 (Second Party Opinion). Tenderers may bid for one or both sections. Section 1: Tenderers must be a registered credit rating agency under the Credit Rating Services Act 2012 and recognised by the South African Reserve Bank as an Eligible Credit Assessment Institution (ECAI). Must have experience in providing credit rating reviews for at least five entities, with evidence of published reviews in: South African/African national, provincial, or local government (including SOEs); international government (including SOEs); other South African/African entities; other international entities. Section 2: Tenderers must have previous experience in providing second party opinions and submit evidence of previously published opinions. The City reserves the right to verify all submitted information. Tenderers must cooperate with the CCT's external service provider for due diligence reviews and risk assessments. Samples may be requested for testing and may not be returned. Tenderers must provide all required certificates and documentation to demonstrate compliance with specifications and quality standards.

Section 1 (Credit Rating and Debt Issue Rating): Tenderers must be a registered credit rating agency under the Credit Rating Services Act 2012 and recognised by the South African Reserve Bank as an Eligible Credit Assessment Institution (ECAI). Must provide evidence of experience in credit rating reviews for at least five entities across: South African/African government (including SOEs), international government (including SOEs), other South African/African entities, and other international entities. Section 2 (Second Party Opinion): Tenderers must provide evidence of previously published second party opinions. The CCT reserves the right to verify all submitted information. Tenderers must demonstrate professional and technical qualifications, competence, financial resources, equipment, managerial capability, reliability, and reputation.

Prices must be stated in Rand unless otherwise instructed. Include all duties, taxes (except VAT), levies, expenses, disbursements, and costs (e.g., transport, accommodation) in the rates and prices. Prices must cover all general risks, liabilities, obligations, overhead charges, and profit. All prices are final and binding. Prices must align with the units specified in the Price Schedule. Where a quantity is provided, a Rate and Price (product of Quantity and Rate) must be inserted. Arithmetical errors will be corrected by the CCT: amounts in words govern over figures; line item totals govern over unit rates; total prices govern over individual rates. Tenderers may be required to justify or amend rates deemed unacceptable.

Pricing must comply with the Price Schedule (Section C.4). All prices must be in Rand and include all duties, taxes (except VAT), levies, expenses, disbursements, and costs (e.g., transport, accommodation). Prices must cover all general risks, liabilities, obligations, overhead charges, and profit. Prices are final and binding. Arithmetical errors will be corrected by the CCT: amounts in words govern over figures; line item totals govern over unit rates; total prices govern over individual rates. Tenderers may be required to justify or amend rates deemed unacceptable. Payment terms and guarantees (e.g., performance security, advance payment) are specified in Annexures C and D. Tender fee: R200.00 (non-refundable for hard copies; not applicable for downloads).

Tenderers must be registered on the City of Cape Town (CCT) Supplier Database and the National Treasury Central Supplier Database (CSD) (https://secure.csd.gov.za). Each party in a joint venture must register individually. Required documents: valid Tax Compliance Status PIN from SARS (each party in a consortium/joint venture must submit separately); completed Declaration of Interest – State Employees (Schedule F.5); Conflict of Interest Declaration (Schedule F.6); Declaration of Tenderer's Past SCM Practices (Schedule F.7); Certificate of Independent Tender Determination (Schedule F.9); Authorisation for Deduction of Outstanding Amounts Owed to CCT (Schedule F.8). Tenderers must not be restricted under the SCM Policy, must have tax affairs in order, and must not have conflicts of interest or past SCM violations. Foreign suppliers not required to register for tax compliance with SARS must answer 'NO' to all questions in the Questionnaire for Bidding Foreign Suppliers. B-BBEE compliance: submit sufficient, relevant, and verifiable documentary proof for preference points (Schedule F.4). Tenderers must comply with the Occupational Health and Safety Act (OHSA) and its regulations. A Health and Safety Plan may be required upon written request by the CCT to demonstrate necessary competencies and resources. Subcontractors must also comply with OHSA conditions.

Contract period: 36 months from commencement date. The CCT may accept or reject any tender offer and may cancel the tender process at any time before contract formation. Grounds for cancellation include changed circumstances, unavailability of funds, no acceptable tenders, material irregularities, or inability to negotiate market-related pricing. The CCT may nominate a Standby Bidder for award if the contract is terminated. Contract terms include compliance with the CCT's Supply Chain Management Policy, Occupational Health and Safety Act, and other applicable laws. Amendments or deviations must be documented in the Schedule of Deviations. The contract comes into effect on the Commencement Date, defined as the date the supplier confirms receipt of the signed contract from the CCT.