What are the submission requirements for this tender (Ref: 2026/022)?

• Submit your tender by 23 July 2026 at 12h00. • Submission address: uMngeni-uThukela Water, Head Office, 310 Burger Street, Pietermaritzburg, 3201. Deposit in the tender box. • Late submissions will not be accepted. • Submit one original paper copy plus one electronic copy on a USB stick. • Faxed and emailed submissions will not be accepted. • Ensure all corrections are initialed in black ink. • Bids must be completed in English, clearly structured, numbered, and include a content listing. • For joint ventures/consortiums: Submit a signed agreement and proof of lead member authorisation. • Mandatory returnable documents include SBD4 (Bidder's Disclosure) and a briefing session certificate. • Failure to submit complete documentation may lead to disqualification.

How will bids be evaluated?

{ "mandatory": [ "Attendance at the **compulsory site briefing (7 July 2026)**.", "**SARACCA certification** for HVAC work.", "Submission of **SBD 4, CPG declaration, and B-BBEE documentation**.", "No **conflict of interest** (disclosed via SBD 4).", "Not listed on the **Register of Tender Defaulters** or **Restricted Suppliers List**." ], "functionality": [ "Minimum **70 points** in Stage 2 (Functionality) to proceed to price evaluation.", "**Company experience**: 2+ projects (≥ R450,000) in last 10 years (50 points max).", "**Key personnel experience**: Contract Manager + HVAC Technician with 2+ years (50 points max)." ], "preference": [ "**80/20 point system**: 80 points for price, 20 for preference (HDI/women ownership).", "Preference points require **valid B-BBEE certificate or sworn affidavit**." ] }

What are the technical specifications?

• Scope: Head Office HVAC Maintenance Contract for a period of five (5) years. • Key Requirements for Evaluation: - Company must demonstrate experience in service and maintenance of HVAC and air conditioning units. - Minimum project experience: Contracts in the last 10 years (2016-2025) with a value of at least R450,000 each. - Submit detailed reference letters for each project, including description, period, value, client, and contact details. • Key Personnel Requirements: - Contract Manager: Must have experience managing HVAC maintenance contracts. - On-Call Refrigeration/HVAC Technician: Must have hands-on maintenance experience. - Submit CVs with proof of previous experience for both positions. • Mandatory Certification: Must provide a South African Refrigeration & Air Conditioning Contractors Association (SARACCA) Certificate.

What financial requirements apply to bidders?

• Pricing must be submitted in South African Rand, inclusive of VAT where applicable. • Provide price proposal as detailed in SBD 3.1. • Payment Terms: - Service Provider submits payment certificate by the 25th of each month (or nearest working day). - Payment to the Service Provider is made on the last day of the following month. - Contract Participation Goal (CPG) Partners must be paid within 3 working days after the main Service Provider is paid. - Payment submissions must include a schedule showing total contract sum, amounts payable to CPG partners, and the CPG partner's invoice. • Insurance Requirement: Public Liability Insurance with a minimum cover of R10,000,000 for the contract period.

What compliance and legal requirements must bidders meet?

• B-BBEE: A B-BBEE Status Level Verification Certificate or Sworn Affidavit (for EMEs & QSEs) must be submitted to qualify for preference points. • Contract Participation Goals (CPG): Tenderers must commit to achieving at least 35% CPG, comprising: - Minimum 25% participation by enterprises from uMngeni-uThukela Water's area of operations. - Minimum 10% local participation. - CPG value is based on contract award value excluding VAT, CPA, and Contingencies. - CPG partners are to be selected from uMngeni-uThukela Water's database or proposed for consideration. • Tax Compliance: Foreign suppliers must complete a questionnaire. If not liable for any RSA taxation, a SARS Tax Compliance Status PIN is not required. • General Compliance: - Submit CSD registration details. - Complete SBD4 (Bidder's Disclosure) regarding state employment, relationships, and other interests. - Provide company resolution authorising signatory. - Tenderers must declare they are not listed on the Register for Tender Defaulters/Restricted Suppliers. - Adhere to anti-corruption and confidentiality undertakings.

What are the important dates and deadlines for this tender?

• Tender Closing: 23 July 2026 at 12h00. • Compulsory Site Briefing/Clarification Meeting: 07 July 2026 at 11h00. • Venue: uMngeni-uThukela Water Head Office, 310 Burger Street, Pietermaritzburg (Canteen). • Bid Validity Period: 120 calendar days from the closing date. • UUW may request an extension of the validity period in exceptional circumstances.

Who should be contacted for queries about this tender?

• Supply Chain Management (Bidding Procedure) Enquiries: - Contact Person: Silindile Hudla - Telephone: 035 902 1079 - Email: Silindile.Hudla@uuw.co.za • Technical Enquiries: - Contact Person: Nhlanhla Dlamini - Telephone: 033 341 1091 - Email: Nhlanhla.dlamini@uuw.co.za • Submission Address: uMngeni-uThukela Water, Head Office, 310 Burger Street, Pietermaritzburg, 3201. • Appeals/Objections: Directed to the Supply Chain Management Office via email: appeals@uuw.co.za within 7 days of the intention to award advertisement.

Umgeni Water Head Office HVAC Maintenance Tender KZN

Document2026_022_HEAD OFFICE HVAC MAINTENANCE CONTRACT FOR FIVE (5) YEARS.pdfReview complete

Description

Source: 2026_022_HEAD OFFICE HVAC MAINTENANCE CONTRACT FOR FIVE (5) YEARS.pdf

This is a five-year maintenance contract for the HVAC (Heating, Ventilation, and Air Conditioning) systems at the uMngeni-uThukela Water Head Office.

Important Dates

Source: 2026_022_HEAD OFFICE HVAC MAINTENANCE CONTRACT FOR FIVE (5) YEARS.pdf (TENDER)

Tender Closing: 23 July 2026 at 12h00.
Compulsory Site Briefing/Clarification Meeting: 07 July 2026 at 11h00.
Venue: uMngeni-uThukela Water Head Office, 310 Burger Street, Pietermaritzburg (Canteen).
Bid Validity Period: 120 calendar days from the closing date.
UUW may request an extension of the validity period in exceptional circumstances.

Briefing Session

Source: 2026_022_HEAD OFFICE HVAC MAINTENANCE CONTRACT FOR FIVE (5) YEARS.pdf (TENDER)

A Compulsory Site Briefing/Clarification meeting will be held on 07 July 2026 at 11h00 at uMngeni-uThukela Water Head Office, 310 Burger Street, Pietermaritzburg, 3201. Attendance is mandatory.

Contact Information

Source: 2026_022_HEAD OFFICE HVAC MAINTENANCE CONTRACT FOR FIVE (5) YEARS.pdf (TENDER)

Supply Chain Management (Bidding Procedure) Enquiries:
Contact Person: Silindile Hudla
Telephone: 035 902 1079
Email: [email protected]
Technical Enquiries:
Contact Person: Nhlanhla Dlamini
Telephone: 033 341 1091
Email: [email protected]
Submission Address: uMngeni-uThukela Water, Head Office, 310 Burger Street, Pietermaritzburg, 3201.
Appeals/Objections: Directed to the Supply Chain Management Office via email: [email protected] within 7 days of the intention to award advertisement.

Submission Guidelines

Source: 2026_022_HEAD OFFICE HVAC MAINTENANCE CONTRACT FOR FIVE (5) YEARS.pdf (TENDER)

Submit your tender by 23 July 2026 at 12h00.
Submission address: uMngeni-uThukela Water, Head Office, 310 Burger Street, Pietermaritzburg, 3201. Deposit in the tender box.
Late submissions will not be accepted.
Submit one original paper copy plus one electronic copy on a USB stick.
Faxed and emailed submissions will not be accepted.
Ensure all corrections are initialed in black ink.
Bids must be completed in English, clearly structured, numbered, and include a content listing.
For joint ventures/consortiums: Submit a signed agreement and proof of lead member authorisation.
Mandatory returnable documents include SBD4 (Bidder's Disclosure) and a briefing session certificate.
Failure to submit complete documentation may lead to disqualification.

Returnable Documents

Source: 2026_022_HEAD OFFICE HVAC MAINTENANCE CONTRACT FOR FIVE (5) YEARS.pdf (TENDER)

Key returnable documents include:
SBD4 (Bidder's Disclosure) - completed and signed.
Proof of attendance at compulsory briefing session.
SARACCA Certificate.
Contract Participation Goals declaration.
Company experience references and key personnel CVs.
B-BBEE certificate or sworn affidavit.
Company resolution authorising signatory.
For joint ventures: consortium agreement and consolidated B-BBEE certificate.

Evaluation Criteria

Source: 2026_022_HEAD OFFICE HVAC MAINTENANCE CONTRACT FOR FIVE (5) YEARS.pdf (TENDER)

Mandatory

Attendance at the **compulsory site briefing (7 July 2026)**.
**SARACCA certification** for HVAC work.
Submission of **SBD 4, CPG declaration, and B-BBEE documentation**.
No **conflict of interest** (disclosed via SBD 4).
Not listed on the **Register of Tender Defaulters** or **Restricted Suppliers List**.

Functionality

Minimum **70 points** in Stage 2 (Functionality) to proceed to price evaluation.
**Company experience**: 2+ projects (≥ R450,000) in last 10 years (50 points max).
**Key personnel experience**: Contract Manager + HVAC Technician with 2+ years (50 points max).

Preference

**80/20 point system**: 80 points for price, 20 for preference (HDI/women ownership).
Preference points require **valid B-BBEE certificate or sworn affidavit**.

Technical Specifications

Source: 2026_022_HEAD OFFICE HVAC MAINTENANCE CONTRACT FOR FIVE (5) YEARS.pdf (TENDER)

Scope: Head Office HVAC Maintenance Contract for a period of five (5) years.
Key Requirements for Evaluation:
Company must demonstrate experience in service and maintenance of HVAC and air conditioning units.
Minimum project experience: Contracts in the last 10 years (2016-2025) with a value of at least R450,000 each.
Submit detailed reference letters for each project, including description, period, value, client, and contact details.
Key Personnel Requirements:
Contract Manager: Must have experience managing HVAC maintenance contracts.
On-Call Refrigeration/HVAC Technician: Must have hands-on maintenance experience.
Submit CVs with proof of previous experience for both positions.
Mandatory Certification: Must provide a South African Refrigeration & Air Conditioning Contractors Association (SARACCA) Certificate.

Methodology

Source: 2026_022_HEAD OFFICE HVAC MAINTENANCE CONTRACT FOR FIVE (5) YEARS.pdf

The evaluation methodology is a three-stage approach: 1) Mandatory Requirements, 2) Functionality Evaluation, 3) Price and Preference evaluation.

Experience & Qualifications

Source: 2026_022_HEAD OFFICE HVAC MAINTENANCE CONTRACT FOR FIVE (5) YEARS.pdf

Company Experience: Must provide details of previous HVAC maintenance contracts from the last 10 years (2016-2025), each with a minimum value of R450,000. Include project description, period, value, client, and contact details.
Key Personnel Qualifications:
Contract Manager: Requires proven experience managing HVAC maintenance.
On-Call Refrigeration/HVAC Technician: Requires proven hands-on maintenance experience.
Submit CVs and proof of experience for both roles.

Pricing Schedule

Source: 2026_022_HEAD OFFICE HVAC MAINTENANCE CONTRACT FOR FIVE (5) YEARS.pdf

Payment is monthly. Service Provider submits certificate by 25th of the month, payment is received on the last day of the following month.
CPG Partners must be paid within 3 working days of the main Service Provider receiving payment.
Payment schedule must detail total contract sum, cumulative and current amounts payable to CPG partners, and the percentage split.

Financial Requirements

Source: 2026_022_HEAD OFFICE HVAC MAINTENANCE CONTRACT FOR FIVE (5) YEARS.pdf (TENDER)

Pricing must be submitted in South African Rand, inclusive of VAT where applicable.
Provide price proposal as detailed in SBD 3.1.
Payment Terms:
Service Provider submits payment certificate by the 25th of each month (or nearest working day).
Payment to the Service Provider is made on the last day of the following month.
Contract Participation Goal (CPG) Partners must be paid within 3 working days after the main Service Provider is paid.
Payment submissions must include a schedule showing total contract sum, amounts payable to CPG partners, and the CPG partner's invoice.
Insurance Requirement: Public Liability Insurance with a minimum cover of R10,000,000 for the contract period.

Compliance Requirements

Source: 2026_022_HEAD OFFICE HVAC MAINTENANCE CONTRACT FOR FIVE (5) YEARS.pdf (TENDER)

B-BBEE: A B-BBEE Status Level Verification Certificate or Sworn Affidavit (for EMEs & QSEs) must be submitted to qualify for preference points.
Contract Participation Goals (CPG): Tenderers must commit to achieving at least 35% CPG, comprising:
Minimum 25% participation by enterprises from uMngeni-uThukela Water's area of operations.
Minimum 10% local participation.
CPG value is based on contract award value excluding VAT, CPA, and Contingencies.
CPG partners are to be selected from uMngeni-uThukela Water's database or proposed for consideration.
Tax Compliance: Foreign suppliers must complete a questionnaire. If not liable for any RSA taxation, a SARS Tax Compliance Status PIN is not required.
General Compliance:
Submit CSD registration details.
Complete SBD4 (Bidder's Disclosure) regarding state employment, relationships, and other interests.
Provide company resolution authorising signatory.
Tenderers must declare they are not listed on the Register for Tender Defaulters/Restricted Suppliers.
Adhere to anti-corruption and confidentiality undertakings.

B-BBEE Requirements

Source: 2026_022_HEAD OFFICE HVAC MAINTENANCE CONTRACT FOR FIVE (5) YEARS.pdf (TENDER)

Must submit a valid B-BBEE certificate or sworn affidavit to claim preference points.
Contract Participation Goals (CPG) of 35% are a key part of the B-BBEE requirements.

Health & Safety

Source: 2026_022_HEAD OFFICE HVAC MAINTENANCE CONTRACT FOR FIVE (5) YEARS.pdf

A specific health and safety plan is not detailed in the extracted text. Bidders should refer to the full document for any mandated requirements.

Contractual Terms

Source: 2026_022_HEAD OFFICE HVAC MAINTENANCE CONTRACT FOR FIVE (5) YEARS.pdf

Governing Law: Procurement is governed by the PFMA, Constitution, Preferential Procurement Policy Framework Act and regulations.
Confidentiality: Bidders must keep all bid information confidential and may be required to sign confidentiality agreements.
Intellectual Property: Materials submitted become the property of UUW, except for identified proprietary information.
Indemnity: Bidders indemnify UUW against claims related to refusal to disclose confidential information.
Anti-Corruption: UUW has a zero-tolerance policy. Offering gifts to officials leads to disqualification.
No Contact Policy: Bidders may not contact UUW officials other than designated contacts.
Grounds for Disqualification: Include breach of confidentiality, corruption, collusive tendering, providing incorrect information, and unauthorised changes to bidder composition.
Bidder Undertaking: By signing, bidders warrant they are not in liquidation, convicted of relevant offences, in default of taxes, or listed on the Register of Tender Defaulters.
Authority to Sign: Must submit a company resolution authorising the signatory, or the bid may be disqualified.

Requirements

Source: 2026_022_HEAD OFFICE HVAC MAINTENANCE CONTRACT FOR FIVE (5) YEARS.pdf (TENDER)

General Bid Requirements:
Bid validity: 120 days.
Documents must be downloaded from www.umngeni-uthukela.co.za and www.etenders.gov.za.
Queries on document issuance to Silindile Hudla.
Format: English, structured, numbered, with content listing.
Submission: One original plus one electronic copy on USB.
Joint ventures/consortiums must submit partnership agreement and consolidated B-BBEE certificate.
Signatory must be authorised via company resolution.
Foreign Supplier Requirements: Complete a questionnaire to determine if a SARS Tax Compliance PIN is needed.

Section

Source: 2026_022_HEAD OFFICE HVAC MAINTENANCE CONTRACT FOR FIVE (5) YEARS.pdf

See main 'evaluationCriteria' section for detailed breakdown.

Core procurement rules

These rules commonly apply to South African public-sector procurement.

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

Sets the constitutional standard for fair, equitable, transparent, competitive and cost-effective public procurement.

Relevant because this is a South African public-sector procurement opportunity.

Preferential Procurement Policy Framework Act (PPPFA)

Act 5 of 2000

high

Covers preferential procurement and preference-point systems used in public tenders.

Relevant because this is a South African public-sector procurement opportunity.

Prevention and Combating of Corrupt Activities Act (PRECCA)

Act 12 of 2004

high

Supports anti-corruption controls and supplier integrity in procurement processes.

Relevant because this is a South African public-sector procurement opportunity.

Public Procurement Act, 2024 (PPA)

Act 28 of 2024

high

Provides the national framework for public procurement across government.

Relevant because this is a South African public-sector procurement opportunity.

Promotion of Access to Information Act (PAIA)

Act 2 of 2000

medium

Supports access to tender records, award decisions and public-sector procurement information.

Relevant because this is a South African public-sector procurement opportunity.

Promotion of Administrative Justice Act (PAJA)

Act 3 of 2000

medium

Supports lawful, reasonable and procedurally fair administrative tender decisions.

Relevant because this is a South African public-sector procurement opportunity.

Sector-specific rules

These rules are linked to the work category, industry, or regulated service area.

Construction Industry Development Board Act (CIDB Act)

Act 38 of 2000

high

Important for public-sector construction and infrastructure tenders that require contractor grading or construction procurement standards.

Relevant because this tender appears to involve engineering, technical design, maintenance, or regulated built-environment work.

Occupational Health and Safety Act (OHS Act)

Act 85 of 1993

high

Head office HVAC maintenance contract for five (5) years - umngeni-uthukela water

Eligibility Criteria

Head office HVAC maintenance contract for five (5) years - umngeni-uthukela water

Eligibility Criteria

Core procurement rules

Broad-Based Black Economic Empowerment Act (B-BBEE Act)

Constitution of the Republic of South Africa, 1996 – Section 217

Preferential Procurement Policy Framework Act (PPPFA)

Prevention and Combating of Corrupt Activities Act (PRECCA)

Public Procurement Act, 2024 (PPA)

Promotion of Access to Information Act (PAIA)

Promotion of Administrative Justice Act (PAJA)

Sector-specific rules

Construction Industry Development Board Act (CIDB Act)

Occupational Health and Safety Act (OHS Act)

Umgeni Water

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