Panel of financial consultants for ray nkonyeni municipality (3-Year panel)

Panel of Financial Consultants for a three‑year period for Ray Nkonyeni Municipality. The successful bidder will be placed on a three‑year panel to provide the services listed in the technical specifications.

• Closing date & time: 20 July 2026, 12:00.
• Clarification (virtual) meeting: 07 July 2026, 10:00 (Microsoft Teams).
• No separate briefing session is indicated.

Technical contact: Nontokozo Vilakazi, Treasury – Tel 039 312 8400, Email [email protected].

Administrative contact: Bongani Mfenqa, Treasury – Tel 039 312 8304, Email [email protected].

Municipal Manager (address for bid submission): 10 Connor Street, P O Box 5, Port Shepstone, 4240.

General enquiries: Ms N Vilakazi, Manager Budget & Reporting – Tel 039 312 8400, Email [email protected].

• Submit ONE original bid document plus ONE (1) copy in a sealed envelope clearly marked “Panel of Financial Consultants for a Three‑year period for Ray Nkonyeni Municipality”.
• Deliver the envelope to the Bid Box at 10 Connor Street, Port Shepstone no later than 12:00 on 20 July 2026. Late submissions will be rejected.
• All bids must be on the official forms supplied – no re‑typing is allowed.
• A compulsory virtual clarification meeting will be held on 07 July 2026 at 10:00 via Microsoft Teams; bidders must register their e‑mail address ([email protected] or [email protected]) by 03 July 2026.
• Tick at least one field of specialisation (AFS, Fixed Asset Register, Revenue Enhancement, VAT & Tax, Internal Audit). Failure to tick a field results in disqualification.
• Attach the required documents (company registration, ID copies of directors/shareholders, valid Tax Compliance Certificate or TCS PIN, all relevant MBD declarations, joint‑venture agreements where applicable).
• Bids are valid for 120 days from the closing date.
• Only suppliers registered on the Central Supplier Database (CSD) will be considered; provide CSD proof.
• Foreign qualifications must be verified by SAQA and attached.
• No persons who are state employees may bid.
• Unsuccessful bidders will be notified on the municipal website; objections must be lodged within 14 days to [email protected] or fax 086 529 7195.

NB!!!!! Please attach copies of the following documents.

• Company registration documents.
• Certified copy of ID documents of directors/owners/members/ shareholders.
• Copy of a valid TAX Compliance Certificate
• Declarations (MBD 4, 6.1, 8 & 9).
• Joint Venture agreements (where applicable)

1) Must be registered on Central Supplier Database (CSD). 2) Cannot be state employees or directors of companies who are state employees. 3) Must score minimum 70% on functionality assessment. 4) Foreign qualifications must be SAQA verified. 5) Must submit all required documentation including tax compliance proof. 6) Must have relevant experience in government financial consulting. 7) Must meet preferential procurement criteria for B-BBEE status.

1. AFS Preparation & Audit Support – Consolidate/review financial records, prepare interim and annual financial statements in accordance with GRAP, provide GRAP and mSCOA training, SCM consulting.

2. Fixed Asset Register & Audit Support – Develop/review business processes, internal controls, verify and value assets, payroll support, assist with AGSA findings, transfer of skills.

3. Revenue Enhancement – Tariff policy review, debt reconciliation, data cleansing, debt‑impairment calculations (GRAP), skills transfer.

4. VAT & Tax Services – Reconcile and review VAT submissions, assess VAT treatment of grants, prepare tax return documentation, lodge SARS disputes, quarterly VAT reviews, provide tax services with approvals, skills transfer.

5. Internal Audit Services – Conduct audits per approved Internal Audit Plan, review compliance with policies and regulations, support Audit & Risk Committees, assist with UIFWE investigations, perform special assignments, follow‑up on recommendations.

All services are to be delivered in line with the Auditor General’s Gazetted rates for the contract duration.

• Review compliance with municipal policies, plans, procedures and statutory requirements that may impact operations.
• Provide analyses, appraisals and recommendations to the Audit Committee, Risk Committee and accounting officer.
• Assist with UIFWE investigations and conduct special assignments as approved.
• Follow up on implementation of audit recommendations.
• Pricing schedule (non‑firm) and escalation formula are set out in MBD 3.2.

• Minimum 5 years relevant government experience in Internal Audit or Finance (AFS/Asset/Budget/VAT/SCM/Revenue) – 20 points.
• Director/lead must have ≥10 years experience and hold a recognised qualification (CA(SA), TA(SA), CIA or NQF 8) – 20 points.
• Team‑leader must have ≥10 years experience and hold an NQF 7 qualification in Accounting/Auditing/Taxation/Finance – 20 points.
• Supporting documents: appointment letters on official letterhead, CVs and certified copies of qualifications (SAICA, SAIPA, SAIT, IIA, etc.).
• All experience and qualifications must align with the selected specialisation field.
• A compulsory virtual clarification meeting on 07 July 2026 at 10:00 (Teams) – register e‑mail address by 03 July 2026.

• All bids must be submitted on the official forms (no re‑typing) or online.
• The bid is subject to the Preferential Procurement Regulations 2022, the General Conditions of Contract (GCC) and any applicable Special Conditions of Contract.
• The bid must be signed by an authorised signatory.
• Joint‑venture bidders must attach an acceptable joint‑venture agreement and the required MBD 4, 8 & 9 declarations for each entity.
• The bidder or an authorised representative must attend the compulsory clarification meeting or site inspection.

1. IN CASES OF PERIOD CONTRACTS, NON FIRM PRICES WILL BE ADJUSTED (LOADED) WITH Pa = (1 − V )Pt ( D1 + D 2 + D 3 + D 4 ) + VPt Pa = The new escalated price to be calculated. = 85% of the original bid price. Note that Pt must always be the original bid price and not an escalated price. = Each factor of the bid price eg. labour, transport, clothing, footwear, etc. The total of the various factors D1,D2...etc. must add up to 100%. = Index figure obtained from new index (depends on the number of factors used). R1o, R2o = Index figure at time of bidding. = 15% of the original bid price. This portion of the bid price remains firm i.e. it is not subject to any price escalations. THE TOTAL OF THE VARIOUS FACTORS MUST ADD UP TO 100%.

• Pricing – Non‑firm prices subject to escalation as per the formula: Pa = (1‑V) Pt × (D1+D2+D3+D4) + V Pt (85 % variable, 15 % firm). Indexes to be applied as specified; total factor percentages must equal 100 %.
• Validity – Prices are valid for 120 days from the closing date.
• Payment terms – Invoices must be accompanied by delivery notes; payment within 30 days of receipt of a correct invoice. Payments are in Rand unless otherwise stipulated.
• Performance security – To be provided within 30 days of award (bank guarantee, irrevocable LC or certified cheque) and released within 30 days of satisfactory completion.
• Price adjustments – Allowed only at the periods and times specified in the bidding documents.
• Currency – All amounts are in South African Rand (VAT inclusive).

• Tax compliance – Provide a valid Tax Compliance Certificate or TCS PIN (or CSD number if no TCS). Foreign suppliers must complete the pre‑award questionnaire.
• Central Supplier Database – Registration on CSD is mandatory; attach proof.
• B‑BBEE – Preference points awarded for enterprise location, ownership and empowerment status (e.g., 100 % black‑owned = 10 pts, 51‑100 % black‑owned = 6 pts, 25‑50 % black‑owned = 2 pts). Submit supporting certificates.
• Foreign qualifications – Must be verified by SAQA and attached.
• State employee restriction – Directors, owners or employees of state entities may not bid.
• Documentation – Attach company registration, ID copies of directors/shareholders, all MBD declarations (4, 6.1, 8 & 9), and joint‑venture agreements where applicable.
• Bid validity – Bids must remain valid for 120 days.
• Objections – Unsuccessful bidders may lodge objections within 14 days to [email protected] or fax 086 529 7195.

• Bids must be delivered in a sealed envelope to the municipal offices by 12:00 on 20 July 2026.
• The 80/20 preference point system will be applied during evaluation.
• No specific OHS plan is required in the tender documents, but all services must be performed in accordance with applicable health and safety legislation.

• Payment – Method and conditions as per clause 16; invoice with delivery note; payment within 30 days; payment in Rand; payment only after submission of the required database application form.
• Prices – Fixed as per the bid; adjustments only as authorised in the bidding documents.
• Variation orders – Changes up to 15 % of the original contract value may be instructed without price escalation; beyond that, price adjustment may be required.
• Assignment – Supplier may not assign the contract without prior written consent of the municipality.
• Sub‑contracts – Supplier must notify the municipality of all sub‑contracts; notification does not relieve the supplier of liability.
• Delays – Supplier must notify the municipality in writing of any delay, its cause and expected duration. The municipality may grant extensions or impose penalties (clause 22).
• Penalties – Daily interest penalty calculated on the delayed amount; may lead to contract termination.
• Termination for default – Municipality may terminate for non‑delivery, non‑performance or corrupt/fraudulent conduct.
• Anti‑dumping & counter‑vailing duties – Supplier bears any duties; the municipality may deduct amounts from payments.
• Force majeure – Supplier not liable for delays caused by events beyond its control; must notify the municipality promptly.
• Termination for insolvency – Municipality may terminate if the supplier becomes insolvent, without compensation.
• Settlement of disputes – Parties must attempt amicable resolution; if unsuccessful, mediation may be pursued, otherwise the matter may be referred to South African courts.
• Limitation of liability – Supplier not liable for indirect or consequential loss; total liability limited to the contract price, except for penalties or warranty obligations.
• Governing language & law – Contract in English; governed by South African law.
• Notices – Must be sent by registered or certified mail to the address supplied in the bid.
• Taxes & duties – Supplier responsible for all applicable taxes; no contract awarded to a bidder with tax matters not in order.
• Transfer of contracts – Supplier may not transfer, cede or sub‑let the contract without written permission.
• Amendments – Any amendment must be in writing and signed by both parties.
• Prohibition of restrictive practices – Collusive bidding or other anti‑competitive conduct is prohibited and may result in contract invalidation and restriction from public‑sector business.

• No bids will be considered from persons in the service of the State.
• All bidders must be registered on the Central Supplier Database (CSD) and provide proof.
• Foreign qualifications must be verified by SAQA.
• Bidders must not be state employees or have directors who are state employees.
• All required documents (company registration, ID copies, tax compliance certificate, MBD declarations, joint‑venture agreements) must be attached.
• Bids are valid for 120 days.
• Objections to the award must be lodged within 14 days to [email protected] or fax 086 529 7195.

Additional evaluation criteria (not covered in the standard section):

• Enterprise location and B‑BBEE ownership points as detailed in the B‑BBEE section.
• Minimum 70 % quality score required to proceed to price evaluation.
• Preference points are only awarded when supporting documentation is provided.
• The organ of state may request substantiation of any preference claim at any stage.