The appointment of a transaction advisor to provide professional advisory services for the leasing and development of rooiwal power station

• Name: Phillip Maswanganyi
• Email: [email protected] (also listed as [email protected] for technical enquiries)
• Phone: 012 358 9999
• Department: Electricity and Energy Business Unit (EEBU)
• Address: not provided

• Submit the bid electronically via the City of Tshwane e‑Tender portal; no paper submissions are mentioned.
• All required returnable documents (CSD registration, tax compliance, audited financial statements, MBD forms, JV agreement if applicable, etc.) must be uploaded before the closing date.
• Bidders must attend the compulsory briefing session; failure to attend may lead to disqualification.
• A completed pricing schedule with signatures/initials is mandatory; missing items or unsigned corrections will result in disqualification.
• Shortlisted bidders may be invited to give a presentation.
• Successful bidder will receive written appointment notification by email from COT Supply Chain Management; no payment is required from the bidder at this stage.
• Failure to comply with any special conditions may lead to termination of the contract.

• Evaluation is conducted in four stages:

1. Administrative compliance – verification of all required returnable documents.

2. Mandatory requirements – tax compliance, CSD registration, audited financial statements, etc.

3. Functional criteria – assessment of technical methodology, deliverables, experience and capacity as outlined in the scope of services.

4. Preferential point system – points awarded for B‑BBEE status and other preference criteria (details not provided).

• Bidders must clearly indicate compliance or non‑compliance with each specification; deviations must be justified in writing.
• Non‑compliance with mandatory items may lead to disqualification.

• Scope: Provide professional advisory services to lease, refurbish and develop the Rooiwal Power Station (300 MW) for the City of Tshwane.
• Deliverables include inception report, needs/status‑quo analysis, technical and legal due diligence, economic/financial analysis, stakeholder analysis, risk assessment, procurement plan, participation in bid committees and negotiations, public participation, transaction‑advisor management and regular reporting.
• The advisory team must be led by a Professional Commercial Legal Advisor or Economics/Finance Advisor and include registered engineers (ECSA), project managers (SACPCMP), town planners, architects, quantity surveyors, property valuers, environmental specialists, heritage specialists and MFMA procurement specialists.
• The successful advisor must develop a technical methodology and project plan, which will form part of the Service Level Agreement (SLA).
• The appointment is for up to three years, ending at financial close of the lease.
• The bidder must be a single South African legal entity capable of assuming design, construction, financing, operation, maintenance and closure risks.

• Pricing must be submitted in a complete, signed pricing schedule; all items must be quoted.
• The bidder must provide audited financial statements for the last three years (or proof of exemption if not required by law).
• No specific bond or guarantee is mentioned; however, the contract will be subject to the General Conditions of Contract and a Service Level Agreement.
• All costs incurred in preparing the proposal must be incorporated in the tendered price; the City will not reimburse proposal costs.
• Payment terms will be governed by the SLA and approved invoices after verification by the City’s COO or nominee.

• Register on the Central Supplier Database (CSD) and provide a valid CSD number.
• Provide proof of tax compliance (PIN) and up‑to‑date rates and taxes.
• Submit completed MBD forms (1,4,5,8,9) fully signed in black ink.
• Provide audited financial statements (or exemption proof) for the last three years.
• If bidding as a joint venture, submit a signed JV agreement for all parties.
• Meet B‑BBEE requirements (details not specified).
• Provide evidence of relevant professional registrations (ECSA, SACPCMP, etc.).
• Comply with confidentiality, anti‑corruption and fraud provisions.
• All documentation becomes the property of the City; no copies may be disclosed.