Panel of financial consultancy & advisory services – mmsez tender in limpopo

Closing date: 09 November 2026 at 11:00

Validity period: 180 days from closing date

Bidding procedure enquiries:

• Contact: Kgomotso Marole
• Telephone: 082 074 1804
• Email: [email protected]

Technical enquiries:

• Contact: Motshwane Kgopa
• Email: [email protected]
• Email: [email protected]

General email: [email protected]

Telephone: +27 67 411 9192

Submission address:

Tender Box No. 1

93 Biccard Street

Polokwane, Limpopo

Submission method: deposit bid response documents in Tender Box No. 1 at 93 Biccard Street, Polokwane, Limpopo.

Closing time: 09 November 2026 at 11:00. Late bids will not be accepted.

Bids must be submitted on the official forms provided (not re-typed) and all SBD documents must be completed and signed by an authorised person, with proof of authority (e.g. company resolution) attached.

Returnable documents:

• SBD 1 (Invitation to Bid): signed as the offer cover page.
• SBD 3.3 (Pricing Schedule): not required at this stage (see pricing note).
• SBD 4 (Bidder's Disclosure): declares any employment by an organ of state, relationships with procuring institution staff, and interests in other enterprises; false disclosure disqualifies.
• SBD 6.1 (Preference Points Claim): claims specific goals points.
• Company profile: core business, services, staff compliment.
• List of qualified professionals with brief CVs.
• Declaration of interest.
• References of previously completed projects.
• Methodology and approach for the required services.
• Professional body certificate (SAICA, SAIPA, IRBA or other relevant body).

Disqualification risks:

• Failure to provide required information or documentation.
• SBD documents not signed by an authorised person.
• Bidder not tax compliant or not registered on the CSD.
• Bidder listed in the Register for Tender Defaulters or List of Restricted Suppliers.

Evaluation is in two stages:

Stage 1 – Administrative compliance: bidder must be tax compliant, registered on the National Treasury Central Supplier Database (CSD), and all SBD documents must be completed and signed by an authorised person. Failure disqualifies.

Stage 2 – Functionality: minimum qualifying score of 70 out of 100 points. Failure to achieve 70 points automatically disqualifies.

Functionality points allocation:

• Valid company or CIPC director membership with a professional body (SAICA, IRBA, IIA, SAIBA, SAIPA, CIBA, SAIT): 40 points.
• Past relevant experience of the organisation (reference letters): 20 points. Scoring: 4 letters = 20, 3 = 15, 2 = 10, 1 = 5, 0 = 0.
• Qualifications and experience of team members: 30 points (Project Director/Manager 15, Senior Accountant 10, Accountant 5).
• Demonstrated company experience in the related specialisation (previous project execution): 10 points (approach and methodology 5, timelines 2.5, outcome 2.5).

Preference points: 80/20 system – 80 points for price, 20 points for specific goals. Price is not evaluated at this stage (panel establishment); pricing will be evaluated later via RFQs.

The department (MMSEZ SOC Ltd) requires appointment of a panel of financial consultancy and advisory service providers for a period of 36 months.

Areas of specialisation (bidders must indicate their area(s) of specialisation):

• Internal Audit Services.
• Accounting Services and Asset Management Services.
• Value-Added Tax (VAT) and Income Tax Advisory Services – Advisory and Compliance Services.

Scope: services will vary over the 36-month period depending on MMSEZ's operational and strategic requirements. Panel members will be invited to submit quotations in response to Requests for Quotations (RFQs) issued by MMSEZ from time to time.

Bidders must demonstrate relevant experience, qualifications, and capacity to deliver the required services within the specified functional areas.

Bidders must submit a methodology and approach for the required services. Demonstrated previous project execution is scored at 10 points: approach and methodology 5 points; timelines 2.5 points; outcome 2.5 points.

Bidders must submit a company profile, list of qualified professionals with CVs, and professional body certificates.

Past relevant experience: attach copies of up to 4 reference letters from clients for related services provided in the last 10 years. Scoring: 4 letters = 20 points; 3 = 15; 2 = 10; 1 = 5; 0 = 0. Reference letters must be on legitimate letterhead and clearly indicate type of service, contract duration, contract value, and relevant contact person's name, surname, position and contact number. Appointment letters, purchase orders and testimonials are not acceptable.

Team requirements:

• Project Director/Manager: 15 points; minimum 6 years' experience, degree in Accounting or relevant field, professional registration with SAICA/SAIPA/IRBA or other relevant body.
• Senior Accountant: 10 points; minimum 3 to 5 years' experience, accounting degree (BCom/BACC) or equivalent, professional registration.
• Accountant: 5 points; minimum 1 to 3 years' experience, accounting degree (BCom/BACC) or equivalent.

Attach copies of CVs and certified copies of qualifications.

Goods and services must conform to the standards mentioned in the bidding documents and specifications.

The purchaser may inspect, test or analyse supplies/services at any stage; non-compliant supplies may be rejected and must be replaced at the supplier's cost.

Pre-bidding testing costs are for the bidder's account. If inspections show compliance, costs are borne by the purchaser; if non-compliance, costs are borne by the supplier.

SBD 3.3 (Pricing Schedule) is not evaluated at the panel establishment stage. Bidders are advised to disregard SBD 3.3 for the current submission. Pricing will be addressed later, as and when services are required, through the applicable RFQ process and procurement procedures.

Pricing is not evaluated at this stage. Bidders are advised to disregard SBD 3.3 (Pricing Schedule) for the current submission. Pricing will be addressed later, as and when services are required, through the applicable RFQ process.

When pricing is required, bidders must provide a ceiling price based on total estimated time for completion, including all expenses and all applicable taxes. Rates for personnel (hourly/daily), phases, man-days, travel and other expenses will be required. Only actual costs are recoverable; certified invoices must accompany claims.

Performance security: within 30 days of contract award, the successful bidder must furnish performance security in the amount specified in the Special Conditions of Contract (SCC), in the form of a bank guarantee, irrevocable letter of credit, or cashier's/certified cheque.

Tax compliance: bidder must be tax compliant and submit a valid SARS Tax Compliance Status (TCS) PIN or a printed TCS certificate. If no TCS PIN is available, a CSD number must be provided. For consortia/joint ventures/sub-contractors, each party must submit a separate TCS certificate/PIN/CSD number.

CSD registration: bidder must be registered on the National Treasury Central Supplier Database (CSD).

State employment: bids from persons in the service of the state, or companies with directors who are persons in the service of the state, will not be considered.

SBD forms: all SBD documents must be completed and signed by an authorised person, with proof of authority (e.g. company resolution).

Professional body membership: valid company or CIPC director membership with a professional body such as SAICA, IRBA, IIA, SAIBA, SAIPA, CIBA or SAIT (applicable to the services).

Preference points (specific goals) – 20 points total:

• Black people ownership equity: 5 points (CSD report)
• Women equity: 3 points (CSD report)
• Youth equity: 2 points (CSD report)
• Disability: 2 points (medical certificate or equivalent)
• Promotion of small businesses: 3 points (latest financial statement)
• Enterprises located within Limpopo: 3 points (proof of address in company name)
• Military Veterans (MVA): 2 points (MVA force number)

The 80/20 preference point system applies: 80 points for price and 20 points for specific goals. Specific goals and points: Black people ownership equity 5; women equity 3; youth equity 2; disability 2; promotion of small businesses 3; enterprises located within Limpopo 3; military veterans 2. Means of verification include CSD report, medical certificate or equivalent, latest financial statement, proof of address in the company name, and MVA force number.

The contract will be governed by the Government Procurement General Conditions of Contract (GCC) July 2010, which form part of the bid documents and may not be amended. Special Conditions of Contract (SCC) supplement the GCC; where there is conflict, SCC prevails.

Key GCC provisions include: performance security within 30 days of contract award; inspections and tests; packing and delivery; insurance; payment; prices; contract amendments; assignment; subcontracts; delays; penalties; termination for default; force majeure; termination for insolvency; settlement of disputes; limitation of liability; governing language; applicable law; notices; taxes and duties; National Industrial Participation Programme; prohibition of restrictive practice.

The supplier must not disclose contract documents or information without prior written consent, and must permit inspection of records and audits by the purchaser.

The supplier indemnifies the purchaser against third-party claims of infringement of patent, trademark, or industrial design rights.

The contract period is 36 months.

Establishment of the panel does not constitute an appointment for the provision of specific services or guarantee any work to appointed panel members. Specific assignments will be undertaken subject to the issuance of RFQs and the outcome of the applicable evaluation and approval processes.

Bidders must clearly indicate their area(s) of specialisation and demonstrate relevant experience, qualifications and capacity to deliver the required services. Administrative compliance requirements: bidder must be tax compliant; bidder must be registered on the National Treasury Central Supplier Database (CSD); SBD documents must be signed by an authorised person with proof of authority; all SBD documents must be completed and signed by an authorised person. Failure to provide required information/documentation will disqualify the bidder.

Bids will be evaluated in two stages: administrative compliance and functionality. Functionality threshold is 70 out of 100 points; failure to obtain 70 points automatically disqualifies the bidder. Functionality points: valid company/director membership with a professional body such as SAICA, IRBA, IIA, SAIBA, SAIPA, CIBA or SAIT: 40 points; past relevant experience of the organisation via reference letters: 20 points; qualifications and experience of team members: 30 points; demonstrated company experience in the related specialisation: 10 points.