CNR COLE AND GRAHAM STREET - BARKLY EAST - BARKLY EAST - 9786
Organization Type
GOVERNMENT
Published
17 Jul 2026
OCDS Reference
ocds-9t57fa-162765
Summary
Joe gqabi district municipality invites suitably qualified and experienced service providers to submit bids for the provision of annual financial services (afs) for a period of three years. The successful bidder will be responsible for preparing, reviewing, and supporting the municipality's annual financial statements, audit files, and grap compliance, including ad-hoc technical accounting advisory services. This tender is aimed at professional accounting firms with proven municipal afs compilation experience and a team of chartered accountants.
Key Requirements
Must be registered on the Central Supplier Database (CSD) and provide SARS PIN/Tax Reference Number; no bids from persons in the service of the state.
Submit a sealed envelope and USB flash drive with the tender number to the Tender Box at JGDM (Corner of Cole & Graham Streets, Barkly East) by 12:00 noon on 17 August 2026; bids must remain valid for 120 days.
Achieve a minimum functionality score of 60/100, with minimum points per sub-criterion: company experience (min 20), team qualifications (min 20, with at least one CA having 3+ years' municipal AFS experience), and clean audit track record (min 20).
Complete the pricing schedule in full for all three years (per-hour and fixed-cost deliverables), including VAT shown separately; failure to do so renders the bid non-responsive.
Provide returnables: proof of SAICA registration (or equivalent) for the project leader and a letter of good standing not older than 12 months.
Attend the non-compulsory virtual briefing session on 30 July 2026 at 14:30 (link provided) and submit all required evidence for specific goals (HDI ownership and locality) to earn up to 20 preference points.
Commence services within 5 working days of appointment and meet key deadlines: draft audit files by 31 July, draft AFS by 15 August, and final AFS by 31 August annually.
Document read. The full tender notice and its supporting documents are read end-to-end. Key sections, requirements, dates, and contact details are identified and pulled into a working summary you can act on.
Compliance review. The working summary is checked against South African procurement standards — PFMA, PPPFA, B-BBEE, CIDB, local content, and preferential procurement — so nothing critical is missed before you start your bid response.
Procurement Rules & Compliance ContextThis tender may be governed by South African public procurement rules covering fairness, transparency, preferential procurement, anti-corruption, administrative justice and access to information.
9 rules
These references help suppliers understand the public-procurement framework around this opportunity. They are generated from the tender category, issuing organisation type and procurement context.
Core procurement rules
These rules commonly apply to South African public-sector procurement.
7
Broad-Based Black Economic Empowerment Act (B-BBEE Act)
Act 53 of 2003
high
Provides the empowerment-compliance context often used in public-sector supplier evaluation.
Relevant because this is a South African public-sector procurement opportunity.
Constitution of the Republic of South Africa, 1996 – Section 217
Act 108 of 1996 (s217)
high
This is general procurement context, not legal advice. Always verify requirements in the official tender documents and issuing authority notices.
The Joe Gqabi District Municipality (JGDM) invites tenders for the provision of Annual Financial Services (AFS) for a three-year period. The scope includes preparation, review, and quality assurance of Annual Financial Statements, audit files, GRAP compliance, and related financial reporting obligations. The contract aims to strengthen financial governance, improve audit outcomes, and facilitate skills transfer to municipal officials. The tender closes on 17 August 2026 at 12:00 (Noon).
Not sure if your business is ready for this tender? Check CSD, CIDB, and B-BBEE requirements, run a readiness assessment, and move from opportunity to submission.
Bid-ready summary. The submission guidelines, evaluation criteria, technical, financial, and compliance sections are refined into professional, easy-to-scan prose. This is the final version you can rely on when preparing your bid or briefing your team.
We refine every tender document through these stages so you can brief your team and prepare your bid with confidence. Anything marked as "in progress" will be upgraded automatically — no action required from you.
Document read
Compliance review
Bid-ready summary
Provision of annual financial services (AFS) for a period of three years.
Services include preparation, review, quality assurance, and support of AFS, audit files, GRAP compliance, and related financial reporting obligations.
Contract subject to annual performance assessments and budget availability.
Municipality may terminate for poor performance or if continuation not in its best interest.
Also includes support to local municipalities within JGDM district and JoGEDA on an as-needed basis.
Hard copy bid documents available from 17 July 2026 at JGDM SCM offices (Corner of Cole and Graham Street, Barkly East) upon payment of R200 non-refundable fee.
Bids remain valid for 120 days after closing date.
Submit a sealed envelope clearly marked "PROVISION OF ANNUAL FINANCIAL SERVICES (AFS) FOR A PERIOD OF THREE YEARS: JGDM2026/27-003" with an accompanying electronic submission on a USB flash drive clearly marked with the tender number.
Deposit the envelope and USB in the formal Tender Box situated outside the Main Building, Joe Gqabi District Municipality, Corner of Cole & Graham Streets, Barkly East, before 12:00 (Noon) on 17 August 2026.
Bids must be deposited by the bidder's representative or courier; no municipal official will deposit documents on your behalf.
Late, incomplete, unsigned, faxed, or emailed bids will not be accepted.
Submit the original signed bid document; all pages must be signed where necessary.
Do not use Tippex or erasable ink; this will render the bid non-responsive.
Complete all forms, annexures, and addendums; failure to submit all required information will render the bid non-responsive.
Bid documents must remain intact; do not detach any portion.
Additional annexures are accepted only if cross-referenced and signed.
Bids must remain valid for 120 days after the closing date.
Attach proof of purchase if you bought a hard copy (R200 non-refundable fee) to the original tender document.
Joint Ventures/consortiums must provide signed copies of agreements and all returnable documents for each partner.
Returnables include: proof of SAICA registration (or equivalent) for the project leader, and a letter of good standing with SAICA (or equivalent) not older than 12 months.
Complete and sign all declaration pages.
Ensure the bid is submitted on original bid documents, not copies.
Bids evaluated under the 80/20 Preference Point System (Preferential Procurement Regulations 2022): 80 points for price, 20 points for specific goals.
Functionality threshold: must score at least 60 out of 100 points to qualify for price and preference evaluation. Bids scoring below 60 are non-responsive.
Functionality sub-criteria (each has a minimum point requirement):
Experience of company (max 30, min 20): 5 points per completed project on local government Municipal AFS compilation (not older than 5 years, 2020/21–2024/25). Provide appointment letters, orders, contracts, or invoices, plus a signed/stamped JGDM Performance Assessment Form for each project.
Qualifications and experience of team (max 30, min 20): Provide CVs and certified copies of qualifications. Points based on number of CA's on the team (minimum 3 members): 3+ CA's = 30 points, 2 CA's = 20 points, 1 CA = 10 points. Each CA must have at least 3 years' municipal AFS compilation experience.
Compilation of financial statements at municipalities that obtained clean audits (max 40, min 20): Provide letters from municipalities confirming audit outcomes for the last 3 financial years (2022/23, 2023/24, 2024/25). Points: more than 8 clean audits = 40, 7-8 = 30, 5-6 = 20, 3-4 = 10, 2 = 5, 0-1 = 0.
Locality (attach proof of company office address, e.g., municipal account not older than 90 days, municipal clearance certificate, lease agreement, or proof of address with affidavit for village residents): Within JGDM boundaries = 10 points; Within Eastern Cape but outside JGDM = 5 points; Outside Eastern Cape = 0 points.
Failure to submit evidence for specific goals will result in zero points for that goal.
Bidders must meet minimum points for each functionality sub-criterion; failure to do so renders the bid non-responsive.
The municipality reserves the right to accept the whole or part of the bid, award to more than one bidder, or not accept the lowest bid.
Purpose: Provide professional financial accounting and advisory services for preparation, review, quality assurance, and support of Annual Financial Statements (AFS), audit files, GRAP compliance, and related financial reporting obligations under MFMA, GRAP, and National Treasury guidelines.
Contract duration: 3 years, subject to annual performance assessments and budget availability.
Deliverable 1: Preparation of audit files, lead schedules, and supporting working papers:
Monitor year-end closure processes.
Prepare/review year-end and adjustment journals.
Assist with interim financial statements and disclosures.
Process prior period errors (correction journals, calculations, GRAP disclosures).
Company experience: Minimum 20 points (max 30) from completed projects on local government Municipal AFS compilation in last 5 years (2020/21–2024/25). Provide appointment letters, orders, contracts, or invoices, plus signed/stamped performance assessment forms.
Team qualifications: Minimum 20 points (max 30). Team of at least 3 members with CA qualifications (SAICA or equivalent). Points: 3+ CA's = 30, 2 CA's = 20, 1 CA = 10. Each CA must have at least 3 years' municipal AFS compilation experience.
Provide CVs and certified copies of qualifications.
Proof of SAICA registration (or equivalent) for project leader and letter of good standing not older than 12 months.
Complete pricing schedule in full; failure renders bid non-responsive.
Structure: cost per deliverable per hour or fixed price.
Travel calculated from base premises to JGDM offices.
No other costs considered.
For each year (1, 2, 3), provide rates for: lead schedules/accounting support/audit queries (per hour), AFS (fixed cost inclusive of all labour), ad-hoc requests (per hour), travelling (per trip), accommodation (per person per night).
Provide sub-totals A, B, C, then total (A+B+C), add VAT, and total price.
Must be registered on National Treasury's Central Supplier Database (CSD). Registration online at https://secure.csd.gov.za.
No bids from persons in the service of the state.
SARS PIN and Tax Reference Number must be declared on the cover page. For Trusts, JVs, or Consortiums, each party must submit a separate Tax Clearance Certificate.
Proof of company registration and completed company composition form (Annexure E).
Declaration of Interest form must be completed.
B-BBEE: Specific goals points (max 20) based on HDI ownership and locality. Evidence required: ID documents, CSD form, company registration documents, proof of office address.
Joint Ventures: If awarded, must register as a separate company with Registrar of Businesses, register with SARS, and have a separate bank account (clauses f and h apply after award).
Bidders must not be persons in the service of the state.
Bids must be submitted on original documents, completed in black ink, and remain intact.
Use of Tippex or erasable ink renders bid non-responsive.
All pages must be signed where necessary.
Additional annexures accepted only if cross-referenced and signed.
No specific health and safety requirements stated in the tender document. General conditions apply; bidder must insure personnel and equipment and indemnify the municipality against claims.
General Conditions of Contract (GCC) apply; special conditions take precedence if in conflict.
Performance security: within 30 days of contract award, furnish security as specified in SCC (bank guarantee, irrevocable letter of credit, or cashier's/certified cheque).
Payment: within 30 days after submission of valid tax invoice; in Rand.
Prices: no variation from bid prices except as authorised.
Quantity changes: up to 15% of contract value may be instructed; no price escalation on reductions.
Penalties for withdrawal/failure to fulfil contract: bidder liable for re-advertisement costs and price difference.
Poor performance: written notice to remedy within 5 working days; penalties include 0.5% of deliverable value per day (max 10%), withholding payment, scope reduction, appointment of another provider at cost, or termination.
Termination for material breach, insolvency, or default.
Intellectual property: any documentation/projects developed for municipality vest in municipality.
Insurance: successful bidder must submit proof of insurance within 14 days of acceptance; failure is material breach.
Force majeure, settlement of disputes, and other GCC clauses apply.
CNR COLE AND GRAHAM STREET - BARKLY EAST - BARKLY EAST - 9786
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Official source
eTenders.gov.za
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Last checked
04 Aug 2026
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Enhanced
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This tender has strong source evidence, including source metadata and supporting tender information synced from the government tender portal.
Tenders SA is not the issuing authority. All tenders are automatically synced from the official government tender portal. Always confirm final submission details, closing dates, briefing sessions, eligibility requirements, and documents on the official government portal before applying.
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