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

Tender is for credit rating and second party opinion services for the City of Cape Town. Contract period is 36 months from commencement. Closing date is 6 August 2026 at 10:00 am. Tender box number is 210.

Closing date: 6 August 2026 at 10:00 am. Clarification meeting: 17 July 2026 at 10:00 via Microsoft Teams (not compulsory but strongly recommended). Join meeting via provided link with Meeting ID and Passcode.

Tender representative email: [email protected]. For appeals: [email protected]. For access to information: [email protected]. For POPIA queries: [email protected]. Physical address for submissions: Tender & Quotation Boxes Office, 2nd Floor (Concourse Level), Civic Centre, 12 Hertzog Boulevard, Cape Town.

Submit tender documents in a sealed envelope with tender number, description, box number, and closing date clearly marked. Place in Tender Box 210 at Tender & Quotation Boxes Office, 2nd Floor (Concourse Level), Civic Centre, 12 Hertzog Boulevard, Cape Town, by 10:00 am on 6 August 2026. If box is full, enquire at public counter for alternative instructions. Include all required returnable documents: Schedule F.5 (Declaration of Interest – State Employees), Schedule F.7 (Declaration of Past SCM Practices), Schedule F.10 (Proposed Deviations), and valid Tax Compliance Status PIN. Each party in a Consortium/Joint Venture must submit separate Tax Compliance Status PINs. Tenders submitted by fax or email will be rejected.

The tender is for credit rating and second party opinion services for the City of Cape Town. Contract period is 36 months from commencement. The City requires a credit rating agency with both local and international experience. Section 1 (Credit Rating) mandatory requirements: tenderer must be a registered credit rating agency under the Credit Rating Services Act 2012, recognised by the South African Reserve Bank as an eligible credit assessment institution (ECAI), and have experience in credit ratings reviews—provide evidence of previously published reviews for at least five entities across specified categories (South African/African government, international government, other South African/African, other international). Section 2 (Second Party Opinion) mandatory requirement: tenderer must have previous experience providing second party opinions and provide evidence of previously published opinions.

For Section 1 (Credit Rating): tenderer must be a registered credit rating agency under Credit Rating Services Act 2012, recognised by South African Reserve Bank as an ECAI, and have experience in credit ratings reviews—provide evidence of previously published reviews for at least five entities across specified categories (South African/African government, international government, other South African/African, other international). For Section 2 (Second Party Opinion): tenderer must have previous experience providing second party opinions and provide evidence of previously published opinions. CCT will evaluate tenderer’s professional/technical qualifications, competence, financial resources, equipment, managerial capability, experience, reputation, and personnel.

Tenderers must cooperate with CCT’s external service provider for due diligence review and risk assessment. Samples may be requested for testing; submitted samples may not be returned in same state or at all. Unsuccessful bidders will be advised to collect samples where possible.

Prices must be in Rand, include all duties/taxes (except VAT) applicable 14 days before closing. Cover all expenses, costs, risks, overheads, and profit. Prices are final and binding. Complete Price Schedule accurately; arithmetical errors corrected by CCT (e.g., amounts in words govern discrepancies, line item totals govern rate corrections). Tenderers must confirm prices cover all obligations and accept risk of calculation errors.

Tenderers must comply with all pricing instructions on the Price Schedule. Prices must be in Rand, include all duties, taxes (except VAT), and other levies applicable 14 days before closing. Prices must cover all expenses, disbursements, costs, risks, liabilities, overheads, and profit. Prices are final and binding. Tenderers must ensure correct completion of the Price Schedule; arithmetical errors will be corrected by the CCT according to specified rules (e.g., amounts in words govern discrepancies, line item totals govern rate corrections).

Tenderers must be registered on the National Treasury Central Supplier Database (CSD) and the CCT Supplier Database. Provide a valid Tax Compliance Status PIN from SARS; each party in a Consortium/Joint Venture submits separately. Submit required returnable documents: Declaration of Interest – State Employees (MBD 4), Declaration of Past SCM Practices (MBD 8), Certificate of Independent Tender Determination, Authorisation for Deduction of Outstanding Amounts, and others as listed. Tenderers must have tax matters in order with SARS (foreign suppliers not required if they answer 'NO' to specific questions). Tenderers must not be restricted for abuse of SCM policy, found guilty under Competition Act, or have conflicts of interest.

Tenderers must comply with Occupational Health and Safety Act. Upon CCT request, submit a detailed Health and Safety Plan demonstrating competencies and resources. An Occupational Health and Safety Agreement is part of the contract, requiring compliance with OHSA and regulations.

Contract includes Conditions of Tender, Form of Offer and Acceptance, Price Schedule, Specifications, Special Conditions, General Conditions, and Annexures. Key clauses: CCT may cancel tender under specified conditions (e.g., no need for services, funds unavailable). Standby Bidder may be appointed for potential award if contract terminates. Objections/complaints must be lodged within 14 days of decision; appeals to City Manager within 21 days. Tenderers must comply with POPIA and CCT Appeals Policy (administration fee R300, possible surcharge for vexatious appeals). Tender offer validity is 120 days initially, extendable. Withdrawal of tender after closing may incur liability to CCT.

The 80/20 preference point system applies. Price points scored based on sum of prices per section. Preference points allocated for Specific Goals: points awarded based on percentage of total expenditure (e.g., >15% = 6 points) and percentage of total profit (e.g., >5% = 6 points).