VAT review, recovery and apportionment services for ramotshere moiloa local municipality (3-Year contract)

Bidding procedure enquiries: Ms B.C Nkgothoe, email: [email protected]. Technical enquiries: Mr. Thapelo Toute 018 001 1100 / Mr. Kagiso Noke, Chief Financial Officer 018 001 1100.

Submit a sealed envelope marked with bid number and description, deposited in the bid box at Ramotshere Moiloa Local Municipality, Cnr Coetzee and President str, Zeerust, 2865, before Friday 12 June 2026 at 11:00. No email, fax, or telegram submissions accepted. Use official forms only (not re-typed), complete in black ink, and include all required documents from the checklist. Late bids are disqualified. Corrections must be crossed out in ink and signed; correction fluid is not allowed.

Evaluation is based on functionality only, using the 80/20 split under PPPFA. Minimum threshold of 70 out of 100 points for functionality. Criteria: Company Experience (max 40 points, each proof 10 points: appointment letter, purchase order, progress report, completion certificate, or other valid documentation); Governance and Professional Registration (max 20 points: IRBA/SAICA/SAIPA registration 10 points, SARS tax practitioner registration 10 points); Key Personnel (max 40 points: Project Manager Chartered Accountant 20 points, Project Supervisor registered tax practitioner 10 points, Consultant with finance-related NQF Level qualification 10 points). Bidders must provide supporting documentation for each criterion.

Scope: Review/recovery and calculation of VAT apportionment percentage for a 3-year contract. Services include: VAT review, testing, reconciliation; accounting treatment and system validation; VAT recovery and SARS engagement; compliance and audit support; technical advisory; training and skills transfer. Cover financial years 2020/21 to current year, plus 36 months from appointment. Specific tasks: Output VAT recovery and risk-based review (debtors), Output VAT completeness review (sundry income), Output VAT correction and validation, Input VAT review and compliance assessment, general VAT management, and skills transfer. Compensation is risk-based commission on actual recoveries; no upfront fees.

Pricing must be firm (not subject to exchange rate variations). Complete Pricing Schedule (MBD 3.1) with total bid price (VAT inclusive). Offer valid for 90 days from closing date. Compensation is commission-based on VAT recoveries achieved.

Mandatory: Original valid Tax Clearance Certificate (MBD 2) – certified copies not accepted; Central Supplier Database (CSD) registration report; Company registration and VAT registration certificates; Certified ID copies of directors/shareholders (not older than 3 months); B-BBEE status level verification certificate (original or certified copy, or EME verification); Completed and signed MBD forms (1, 2, 3.1, 4, 6.1, 8, 9); Resolution by board of directors/members/partners; For joint ventures: joint venture agreement (sworn affidavit not acceptable) and separate tax clearance for each party; Proof of municipal rates/services not in arrears >90 days or valid lease agreement; Letter from tribal authority/proof of residence; Authority of signatories; Certified proof of professional registration with SAICA/SAIGA/SAIPA/SAIBA/CIMA/SAIT; For procurements above R10 million: MBD 5 and annual financial statements.