Panel of service providers for procurement and financial compliance reviews – PRASA (5-Year contract)

PRASA invites bids for appointment to a panel of service providers that will carry out procurement and financial compliance reviews over a five-year period, under tender HO/FIN/520/09/2026. Tender documents became downloadable from 02 October 2026 on the National Treasury e-tender website, bids close on 13 November 2026 at 12:00, and no briefing session will be held.

Closing

• 13 November 2026 at 12:00.

Briefing

• No briefing session will be held for this bid.

Document availability

• Tender documents available for download from 02 October 2026 on the National Treasury e-tender website.

Submission address

Bid box

30 Wolmarans Street

Umjantshi House

Braamfontein

0001

Submission

• Method: bid deposited in the bid box at 30 Wolmarans Street, Umjantshi House, Braamfontein, 0001, or submitted online where the e-tender portal allows.
• Closing: 13 November 2026 at 12:00.
• Late bids: not accepted for consideration.
• Bids must be completed on the official forms as issued; retyped forms are not accepted.
• Tender documents are downloadable from 02 October 2026 on the National Treasury e-tender website, https://www.etenders.gov.za.

Returnable documents

• Form A (Invitation to Bid): bidder, contact, VAT and TCS PIN/CSD details, signed, with proof of authority to sign such as a directors' resolution.
• Form B (Terms and Conditions for Bidding): acceptance of the bidding conditions, the CSD and tax compliance obligations, and the foreign supplier questionnaire.
• Form E (Statement of Works Successfully Carried Out): record of completed work with client, nature, period, telephone and value.
• Form F (Security Screening Form): company and director/trustee/partner details, judgments and outstanding debt, solvency declarations and consent to a security screening; compulsory. PSIRA registration and a letter of good standing apply only to security providers.
• Form G (Acknowledgment): certifies the information supplied is true; incorrect information can lead to blacklisting and publication of the contravention.
• Form H (Special Conditions: Funding Contingency): signed acceptance that award depends on budget allocation.
• SBD 4 (Declaration of Interest): discloses state employment and relationships of directors, shareholders or controlling persons.
• SBD 5 (National Industrial Participation Programme): included in the returnable pack.
• SBD 6.1 (Preference Points Claim Form, PPPR 2022): claims points for specific goals.
• SBD 7 (Contract Form): completed and signed by the successful bidder.

Disqualification risks

• Bids received after the closing time.
• Bids not submitted on the official forms.
• No SARS TCS PIN and no CSD number, or incomplete mandatory particulars.
• Listing on the Register for Tender Defaulters or the List of Restricted Suppliers, which disqualifies automatically.
• A false or incomplete SBD 4 disclosure.

• Form A (Invitation to Bid): bidder, contact and VAT details, TCS PIN or CSD number, signature and proof of authority to sign, such as a directors' resolution.
• Form B (Terms and Conditions for Bidding): acceptance of the bidding conditions and the CSD, tax compliance and foreign supplier requirements.
• Form E (Statement of Works Successfully Carried Out): completed work record with clients, periods and values.
• Form F (Security Screening Form): company and director/trustee/partner details, judgments and outstanding debt, solvency declaration and consent to a security screening; compulsory for all bidders. PSIRA registration and a letter of good standing apply only to security providers.
• Form G (Acknowledgment): certifies that the information supplied is true and correct.
• Form H (Special Conditions: Funding Contingency): signed acknowledgement that award depends on budget allocation.
• SBD 4 (Declaration of Interest): disclosure of state employment and relationships of directors, shareholders or persons with a controlling interest.
• SBD 5 (National Industrial Participation Programme): listed in the returnable pack.
• SBD 6.1 (Preference Points Claim Form, Preferential Procurement Regulations 2022): claim for price and specific goal points.
• SBD 7 (Contract Form): completed and signed by the successful bidder.

Preference points

• Total points for price and specific goals: 100.
• The claim form provides for the 90/10 system on contracts above R50 million and the 80/20 system up to R50 million; the applicable system is not marked on the form supplied.

Specific goals table (completed on the 80/20 basis)

• Table total: 20 points.
• B-BBEE contributor status of at least Level 2: 10 points, evidenced by a B-BBEE certificate (not limited to SANAS-accredited certificates) or an affidavit; a joint venture may submit a consolidated scorecard.
• Black women-owned enterprises (at least 51%): certified copies of the owners' identity documents and CIPC documents.
• Black youth-owned enterprises (at least 51%): certified copies of the owners' identity documents and CIPC documents.

Claim rules

• No proof submitted for a claimed specific goal means those points are treated as not claimed.
• PRASA may require substantiation of any preference claim before adjudication or afterwards.

Scope

• Appointment of a panel of service providers to provide procurement and financial compliance reviews for PRASA.
• Contract period: 5 years.

Service basis

• Work is allocated through the panel over the contract term; the returnable forms pack carries the bidding, tax, preference and screening requirements rather than the detailed scope of each review.

Experience record

• Bidders must set out completed work on Form E: client, nature of the work, contract or project period, telephone number and the value of work the bidder was directly responsible for.

Form E — completed work record

• Bidders must set out work successfully carried out, showing the client, telephone number, nature of the work, contract or project period, and the value of work for which the bidder was directly responsible.
• If the form's space is insufficient, the same information must be supplied on a separate schedule.

Registration and tax

• Central Supplier Database registration is mandatory, with business registration/directorship/membership/identity numbers, tax compliance status and banking details loaded for verification.
• Provide a SARS Tax Compliance Status PIN, a printed TCS, or a CSD number where no TCS is available.
• Each party to a consortium, joint venture or subcontract arrangement must submit its own TCS/PIN/CSD proof.
• Foreign bidders answer the Form B questionnaire on South African residency, branch, permanent establishment and source of income; only where all answers are negative is a SARS TCS/PIN not required.

B-BBEE and specific goals

• Claimed minimum: B-BBEE contributor Level 2, supported by a B-BBEE certificate (not limited to SANAS-accredited certificates) or an affidavit; a consolidated scorecard is accepted for a joint venture.
• Black women-owned (at least 51%) and black youth-owned (at least 51%) claims require certified owners' identity documents and CIPC documents.

Bidder standing and declarations

• Bidders on the Register for Tender Defaulters or the List of Restricted Suppliers are automatically disqualified.
• SBD 4 (Declaration of Interest) must be completed, disclosing state employment, relationships with people at PRASA and interests in related enterprises; a false disclosure disqualifies the bid.
• Form F security screening declarations are compulsory, covering prior convictions or civil judgments, outstanding debt, insolvency and consent to screening.
• Form G acknowledgment: information found to be incorrect may result in blacklisting and publication of the contravention.
• Failure to provide any of the required particulars may render the bid invalid.

Framework

• The bid is subject to the Preferential Procurement Policy Framework Act 2000, the Preferential Procurement Regulations 2022, the General Conditions of Contract and any special conditions of contract.

Term

• The panel appointment runs for 5 years.

Formalities and consequences

• The successful bidder must complete and sign a written contract (SBD 7).
• Form G acknowledgment: the information provided is certified true and correct; if it is found to be incorrect, PRASA may blacklist the supplier and publicise the contravention to public and private sector users.

Funding contingency (Form H)

• PRASA holds National Treasury approval to depart from paragraph 8.4 of the PFMA SCM Instruction, which otherwise bars inviting bids where no or insufficient budget provision exists.
• Budget provision and allocation for these services were incomplete when the RFP was issued.
• Any award depends on PRASA securing the funding allocation and confirming that sufficient budget exists.
• PRASA may cancel the RFP at any stage before award if funding is not secured, and undertakes to keep bidders reasonably informed of progress.
• PRASA accepts no liability for claims, loss or damages arising from a failure to source funding or from a non-award for that reason, and bidders waive the right to institute proceedings on those grounds.

Submission

• Bids must reach the stated address before the stipulated time; late bids are not accepted.
• Bids must be completed on the official forms provided and may not be retyped.

Registration

• Registration on the Central Supplier Database is compulsory, with business registration, directorships, membership or identity numbers, tax compliance status and banking information loaded for verification.
• Bidders must supply a SARS Tax Compliance Status PIN, a printed TCS, or a CSD number where no TCS is available.
• In consortia, joint ventures or subcontract arrangements, every party submits its own TCS/PIN/CSD proof.
• Foreign bidders complete the questionnaire on South African residency, a local branch, a permanent establishment and a source of income in South Africa; a SARS TCS/PIN is not required only if every answer is negative.

Point allocation

• Total points for price and specific goals: 100.
• The claim form provides for the 90/10 system on contracts above R50 million and the 80/20 system for contracts up to R50 million; the applicable system is not marked on the form supplied.

Specific goals table (completed on the 80/20 basis)

• Table total: 20 points.
• B-BBEE contributor status of at least Level 2: 10 points, evidenced by a B-BBEE certificate (not limited to SANAS-accredited certificates) or an affidavit, with a consolidated scorecard accepted for joint ventures.
• Black women-owned enterprises (at least 51%) and black youth-owned enterprises (at least 51%): certified owners' identity documents and CIPC documents are required.

Claim rules

• Failure to submit the required proof with the bid means the specific goal points are treated as not claimed.
• The organ of state may call for substantiation of any preference claim before or after adjudication.

PRASA requires the appointment of a panel of service providers to conduct procurement and financial compliance reviews. The contract period is 5 years.

Clarification deadline: 26 October 2026 at 12:00

Clarification requests to PRASA SCM:

• Contact: Patrick Masumbuka
• Email: [email protected]
• Contact: Hazel Phasha
• Email: [email protected]

PRASA requires the appointment of a panel of service providers to conduct procurement and financial compliance reviews. The contract period is 5 years.

Clarification requests to PRASA SCM:

• Contact: Patrick Masumbuka
• Email: [email protected]
• Contact: Hazel Phasha
• Email: [email protected]

Category A — Group Finance

• Assess finance processes and systems for sound financial management and internal controls and recommend improvements aligned to leading standards or existing PRASA practice.
• Assess compliance with legislative prescripts, policies and SOPs; develop or review policies, SOPs and templates; review business processes and controls.
• Assist with preparing and/or reviewing financial statements; conduct GRAP compliance reviews; provide technical accounting expertise; develop financial models.

Category B — Group SCM

• Assess compliance with legislative prescripts, policies and SOPs.
• Provide procurement compliance check expertise.
• Help identify potential irregular, fruitless and wasteful expenditure and perform assessment tests for condonation.
• Develop or review policies, SOPs and templates.
• Assist with contract management, including completeness and accuracy of the contracts register and commitments.
• Review business processes and controls.

Bidders must indicate the category or categories bid for in the submission and in the competency questionnaire.

Closing

• Closing date and time: 13 November 2026 at 12:00 (midday).

Briefing and site visit

• No briefing session and no compulsory site meeting will be held.

Questions

• Bidders' questions close: 26 October 2026.
• PRASA's responses close: 30 October 2026.

Other milestones

• RFP issue date: 02 October 2026; documents may be downloaded free of charge from the National Treasury e-Tender portal (www.etenders.gov.za) from 02 October 2026.
• Bid validity: 180 working/business days from the closing date; bidders may be asked to extend it on the same terms and conditions.
• Evaluation, appointment of the successful bidder, contract negotiation, signing and commencement: to be confirmed. PRASA may amend milestone dates by addendum.

No briefing session

• No compulsory briefing session or site meeting will be held for this RFP.
• Bidders may email queries to [email protected]; questions close on 26 October 2026 and PRASA's responses are due by 30 October 2026.
• Clarifications are issued to all bidders using the contact details provided, and bidders should confirm receipt promptly.

Enquiries

• Contact name: Patrick Masumbuka
• Role: Bid Secretariat contact person
• Email: [email protected]
• Other emails: [email protected]; [email protected]

Complaints channel

• Email: [email protected]
• A complaint must include the bid description, bid reference number, closing date, supplier name, supplier contact details and the detailed complaint.

Submission address

The Secretariat / Tender Office

Umjantshi House

30 Wolmarans Street

Braamfontein

Johannesburg

Tender box location

Main entrance of Umjantshi House, 30 Wolmarans Street, Braamfontein, Johannesburg

Submission method

• Deliver a sealed envelope to the PRASA tender box at the main entrance of Umjantshi House, 30 Wolmarans Street, Braamfontein, Johannesburg.
• Address it to The Secretariat / Tender Office, quoting RFP No HO/FIN/520/09/2026, the bid description and the closing date and time of 13 November 2026 at 12:00.
• Bids that arrive late or at the wrong address will not be considered.

Packaging and format

• Two sealed envelopes: Envelope 1 for the mandatory requirements and technical/functional response; Envelope 2 for the financial proposal and specific goals. Volume 2 is marked not applicable for this bid.
• Submit 1 original response; copies may be added, and an electronic version must be supplied on a memory card or external hard drive clearly marked with the bidder's name. PRASA may consider information in any format.
• Responses in English on A4 paper (graphic illustrations up to A3), neatly bound by section with pages numbered consecutively.
• Sign with black ink. Non-original documents must be certified as true copies by a Commissioner of Oaths.
• The signatory must be duly authorised to bind the bidder, with proof of authorisation included.
• Follow the RFP structure, open with a concise executive summary and keep the response clear and concise.
• Bidders may mark up the draft contract with track changes; the electronic contract file must be in Word and not password protected.

Returnable documents (complete, sign and submit all)

• Form A (Invitation to Bid): bidder identity and contact details, signed as the offer.
• Form B (Terms and Conditions for Bidding): acceptance of the bid conditions.
• Form C (Tender Form / pricing schedule): not applicable to this bid.
• Form E (Statement of Work Successfully Carried Out by Bidder): record of previous work.
• Form F (Security Screening Form) and Form G (Acknowledgement).
• Form H (Special Conditions: Funding Contingency).
• SBD 1, an essential returnable document, submitted by the closing date and time.
• SBD 4 (Declaration of Interest) and SBD 6.1 (Preference Points Claim under the Preferential Procurement Regulations 2022).
• Annexure A (PRASA returnable documents), Annexure B (bidder competency questionnaire), Annexure C (draft contract) and Annexure D (clarification form).

Disqualification risks

• Omitting or not signing a mandatory returnable document.
• Submitting a bid after the closing time or to the wrong address.
• Approaching PRASA officers or employees about the RFP between the closing date and award, or colluding with other bidders — collusion also bars future business with PRASA.
• Amending the bid after the closing date, or making unauthorised changes to the RFP documents.

Instructions for completing the response

• Package the response in two sealed envelopes as described in the RFP.
• Submit 1 original; copies and an electronic version may be added.
• Responses in English on A4, neatly bound by section, with consecutive page numbering.
• The original must be signed by a person duly authorised by each consortium member and subcontractor, with proof of that authorisation included.
• Non-original documents must be certified as true copies by a Commissioner of Oaths.
• Use black ink for signatures.
• Keep the response clear and concise, open with an executive summary and follow a clear methodology.
• Address every requirement in the RFP and avoid unnecessary detail.
• Any additional conditions must be set out in an accompanying letter; do not alter the RFP documents themselves, except for the bid prices as allowed by the general bid conditions.
• Review the draft contract and mark any changes with track changes, supplying the electronic file in Word and unprotected.
• Ensure original and copies are identical; PRASA will not accept liability for disqualification caused by a missing mandatory returnable document.

Evaluation order

• Stage 1 — administrative responsiveness: mandatory documents and basic compliance requirements are checked first.
• Stage 2 — technical/functional (capacity testing) evaluation of qualifying bidders.
• Final evaluation after post-tender negotiation or a Best and Final Offer round is done on a 90/10 basis.

Stage 1

• Missing mandatory documents may be requested within five (5) working days of the request; the bid may be disqualified if they are not supplied.
• A bidder not yet registered on the CSD may be allowed 14 days after the closing date to register.

Stage 2 — technical/functionality

• Minimum qualifying score: 70 points out of 100 (70%).
• Bidders must state the category or categories they bid for; failing to do so makes the bid non-responsive.
• Scored areas include the bidder's annual revenue (based on audited or independently reviewed financial statements: above R75 million scores 5 points, between R50 million and R75 million scores 4 points) and the professional staff complement, scored on the number of verifiable employees.

Price and preference points

• No pricing is submitted to establish the panel and the Form C pricing schedule does not apply; panel members quote later on each detailed scope of works.
• Preference points are claimed on SBD 6.1 under the Preferential Procurement Regulations 2022.
• PRASA may negotiate a market-related price with the highest-scoring bidder, failing which with the second or third highest, or cancel the bid.
• PRASA may call bidders to present their offers at any stage of evaluation.

Purpose

• PRASA requires a panel of service providers to carry out procurement and financial compliance reviews as and when required, supplementing capacity and capability shortages in Group Finance and Group SCM.
• Panel period: 5 years, subject to the need for the services and budget availability.
• Panel members evaluate whether legislation, policies and procedures are applied, review the adequacy and effectiveness of controls and compliance SOPs, identify improvement areas and help implement them.

Category selection

• Bidders must state clearly in the bid submission which category or categories they bid for and complete the bidder competency questionnaire. Failure to indicate a category makes the bid non-responsive.

Category A — Group Finance

• Assess finance processes and systems for sound financial management and internal controls and recommend improvements.
• Assess compliance with legislative prescripts, finance policies and SOPs, and review business processes and controls.
• Develop or review policies, SOPs and templates.
• Assist with preparing and/or reviewing annual financial statements: analytical review of figures and disclosures, checking mathematical accuracy and consistency between notes and primary statements, confirming prior-year audit findings are addressed, and using CaseWare for lead sheets and trial balance integration.
• Provide technical accounting expertise, research and interpret new accounting standards, and draft technical memos supporting accounting positions.
• Conduct GRAP compliance reviews: gap analysis against the latest GRAP framework, alignment of the accounting manual with ASB updates, and CaseWare disclosure checklists.
• Build financial models: Excel-based budget forecasting and cash flow projections, scenario analyses and automated monthly management reporting templates.
• Assess the effectiveness of automated versus manual controls in the finance value chain and recommend process improvements.

Category B — Group SCM

• Assess compliance with procurement legislative prescripts, PRASA SCM policies and procedures, and verify adherence to the PPPFA, PFMA and internal SCM policies.
• Provide procurement compliance checks and expert advisory to Group SCM on high-value or complex procurement.
• Identify possible irregular, fruitless and wasteful expenditure, including proactive checks before payment.
• Compile formal technical assessment reports on irregular, fruitless and wasteful expenditure to support condonation or write-off applications.
• Develop and review SCM policies, SOPs and templates; perform business process and control reviews.
• Assist with contract management, including the completeness and accuracy of the contracts register and commitments.

Professionals the panel must be able to provide as and when required

• Finance professionals: CA(SA), ACCA, CIMA, CFA, RA or Tax.
• Internal audit professionals: IIASA membership.
• Risk and compliance professionals: IIASA, SAICA, ACFE, ISACA or IRMSA membership.
• Business analysis professionals: CBAP.
• Procurement specialists and contract management specialists: ASCM and/or CIPS membership.
• Fraud and investigation professionals: ACFE membership.

Working arrangements

• Bidders must demonstrate the ability to assess each area of concern and set out their approach for each.
• Bidders must show relevant previous experience, capability and capacity and have adequate resources to work to stringent timeframes.
• Successful panel members are invited by PRASA to quote against the detailed scope of works issued at the time; work allocation is at PRASA's discretion.
• PRASA may require a bidder to replace any proposed team member who does not meet its requirements.
• Disputes are settled in good faith and, failing that, by mediation.

Methodology statement

• The response must be clear and concise, explain the bidder's methodology upfront in an executive summary, and follow that methodology throughout.
• Responses must give enough detail for evaluation without unnecessary information, and should use numbered headings, sections, appendices and schedules where helpful.
• Every RFP requirement must be addressed, using the RFP's terms and definitions or explaining any differing terminology.

Evidence of capability

• The bid must clearly show the bidding entity's relevant previous experience, capability and capacity to undertake the project, so PRASA can evaluate it fairly.
• Panel work allocation is at PRASA's discretion; bidders must have adequate resources to deliver within stringent timeframes.
• Technical/functional scoring considers annual revenue and the professional staff complement, including the number of verifiable employees.
• Bidders must be able to provide finance (CA(SA)/ACCA/CIMA/CFA/RA/Tax), internal audit (IIASA), risk and compliance (IIASA/SAICA/ACFE/ISACA/IRMSA), business analysis (CBAP), procurement and contract management (ASCM and/or CIPS) and fraud and investigation (ACFE) professionals as and when required.

Evaluation quality gates

• Stage 1: basic compliance and administrative responsiveness.
• Stage 2: technical/functional capacity testing against a minimum threshold of 70%.
• Bidders must meet all compliance requirements before their technical/functionality is assessed.
• Submissions must be clear, concise, follow a stated methodology with an executive summary, address each RFP requirement, and provide sufficient evidence for evaluation.

Pricing

• The pricing schedule (Form C) does not apply to this bid.
• The financial proposal and specific goals are submitted in Envelope 2, separate from the technical and compliance response in Envelope 1.
• Prices are submitted later by panel members against each detailed scope of works issued, under PRASA SCM quotation requirements.
• PRASA may negotiate a market-related price with the highest-scoring bidder, then the second and third highest, or cancel the bid.

Pricing

• No pricing is submitted for establishing the panel; the pricing schedule (Form C) does not apply.
• The financial proposal and specific goals are placed in Envelope 2.
• Panel members are later asked to quote against the detailed scope of works for each assignment, subject to PRASA SCM quotation requirements.
• PRASA may negotiate a market-related price with the highest-scoring bidder, then the second or third highest, or cancel the bid. Bid rates may not be changed after the closing date or after award unless the contract allows it.

Bonds and guarantees

• Performance and bid bonds apply only where applicable; no amounts or percentages are stated.

Financial capacity and evidence

• Technical/functionality scoring of financial statements: annual revenue above R75 million earns 5 points; annual revenue between R50 million and R75 million earns 4 points. Figures come from the latest audited statement of profit or loss and other comprehensive income for legislated companies, or independently reviewed financial statements for non-legislated companies.
• Stage 1 requires the latest audited or independently reviewed financial statements for the last two financial years, including the statement of financial position and the statement of profit or loss and other comprehensive income.
• PRASA may request annual financial statements signed off by a professional accountant, or other documentation, for a due diligence exercise.
• Bid validity: 180 working/business days from the closing date.
• Form H sets out special conditions relating to funding contingency.
• Bidders carry all their own costs of preparing and submitting the bid.

Registration and tax

• Register on National Treasury's Central Supplier Database (CSD) at https://secure.csd.gov.za and provide the CSD supplier number and unique registration reference number. Only foreign suppliers without a local registered entity are exempt.
• Provide the Tax Compliance Status (TCS) PIN; tax status is verified through the CSD. Bidders must be tax compliant at submission and for the whole contract term, or have a satisfactory arrangement with SARS.
• In joint ventures, consortia and subcontracting, every party must be registered on the CSD and have its tax status verified.

CIDB

• No CIDB grading applies to this RFP.

B-bbee

• Preference points are claimed on SBD 6.1 under the Preferential Procurement Regulations 2022. The RFP does not state a required B-BBEE level.
• Bidders responding as a joint venture or consortium with B-BBEE entities must state that intention and submit a signed JV or consortium agreement showing the percentage split of business and each party's responsibilities. If the agreement is not yet signed, written confirmation of the intention with the same detail is required; a signed agreement must be in place before award.

Returnable documents

• Form A (Invitation to Bid), Form B (Terms and Conditions for Bidding), Form E (Statement of Work Successfully Carried Out by Bidder), Form F (Security Screening Form), Form G (Acknowledgement), Form H (Special Conditions: Funding Contingency).
• SBD 1, an essential returnable document submitted by the closing date and time.
• SBD 4 (Declaration of Interest) and SBD 6.1 (Preference Points Claim).
• Annexures A (returnable documents), B (competency questionnaire), C (draft contract) and D (clarification form).

Stage 1 basic requirements

• Completed RFP documentation, declarations and SBD forms; signed JV or consortium agreement where applicable.
• CSD supplier registration number; valid SARS PIN.
• Latest audited or independently reviewed financial statements for the last two financial years.
• Copies of directors' identity documents, Letter of Good Standing (COIDA) and company registration documents.
• Missing items may be requested within five (5) working days of the request; the bid may be disqualified if they are not provided. A bidder not registered on the CSD may be given 14 days after the closing date.

Other obligations

• Certify non-original documents as true copies by a Commissioner of Oaths.
• Sign the Non-Disclosure Agreement and keep all RFP and contract information confidential; disclose only with PRASA's written approval.
• PRASA processes bidder personal data only for evaluation and award; bidders must protect personal information received from PRASA in the same way.
• The successful bidder must comply with all applicable laws and sign the PRASA contractual agreement and appendices.
• Information found to be incorrect after award may lead to cancellation of the contract and placement on PRASA's list of restricted suppliers.
• Offering any gift to PRASA employees or consultants leads to immediate disqualification.

Fairness and transparency

• Evaluation committee members must declare any conflicting or undue interest and sign confidentiality undertakings.
• PRASA monitors and controls the evaluation process to assure integrity, with all processes and decisions approved and auditable.

Packaging and format

• Submit in two sealed envelopes: Envelope 1 for the technical and compliance response; Envelope 2 for the financial response and specific goals.
• Envelope 1 contains the mandatory requirements response and the technical/functional response to the scope of work. Envelope 2 contains the financial proposal and specific goals.
• Submit 1 original response; copies may be added, plus an electronic version on a memory card or external hard drive marked with the bidder's name.
• Responses in English on A4, signed by an authorised person using black ink, with non-original documents certified by a Commissioner of Oaths.
• Follow the structure of the RFP and number all pages consecutively.

B-BBEE joint ventures and consortia

• Bidders intending to bid as a joint venture or consortium with B-BBEE entities must say so in the submission.
• A signed JV or consortium agreement must be submitted, stating the percentage split of business and each party's responsibilities.
• If the agreement is not yet signed, written confirmation of the intention to enter one must be provided, also stating the percentage split and responsibilities.
• Where only written confirmation is provided, the award will only be made once a signed agreement is submitted to PRASA.

Stage 2 — technical/functionality

• Bidders must indicate the bidding category or categories; failure to do so makes the bid non-responsive.
• Minimum threshold: 70 points out of 100 (70%).
• Company annual revenue is scored from the audited or independently reviewed financial statements: above R75 million earns 5 points; between R50 million and R75 million earns 4 points; lower revenue bands attract fewer points.
• Company professional staff complement is scored, including the number of verifiable employees.
• Bidders below the 70% threshold are not evaluated further.

PRASA is appointing a panel of service providers to conduct procurement and financial compliance reviews for a period of 5 years, under tender number HO/FIN/520/09/2026.

The work is divided into two categories: Group Finance reviews and Group SCM reviews.

This document is the Bidders Competency Questionnaire (Annexure B), which a previous client of the bidder completes to rate the bidder's performance in the relevant category.

Returnable document

• Bidders Competency Questionnaire (Annexure B): must be completed and signed by a previous client of the bidder, not by the bidder itself.
• The questionnaire must record the bidder's name, the client's name and email address, the service category the bidder performed for that client, and the client's rating of the bidder.
• The client must tick the applicable service category (Category A: Group Finance, or Category B: Group SCM) and the applicable score.
• The completed questionnaire is submitted with the bid as part of the evaluation pack.

Client rating

• The bidder's previous client rates performance on a 0–5 scale:
• 5: all client requirements met to an exceptional level, with additional value-adding services.
• 4: all client requirements met to an exceptional level.
• 3: all client requirements met.
• 2: less than the client's requirements met.
• 1: none of the client's requirements met.
• 0: questionnaire incomplete, or the bidder provided no competency requirement to that client.

Authentication

• PRASA contacts the named client to verify the questionnaire, copying the bidder.
• If the client does not respond within the stipulated time frame, the bidder receives no points.
• A score of 0 earns no points.

Scope of the panel: procurement and financial compliance review services for PRASA over a 5-year period, split into two service categories.

Category A — Group Finance

• Annual financial statement review: high-level analytical review of figures and disclosures; verification of mathematical accuracy and consistency between the notes and the primary statements; confirmation that prior-year audit findings have been addressed; use of CaseWare to automate lead sheets and integrate the trial balance.
• Technical accounting expertise: guidance on complex accounting transactions and treatment; research and interpretation of new accounting standards and their impact; drafting of technical memos supporting management's accounting positions.
• Financial compliance review: assessment of automated versus manual controls across the finance value chain; recommendations to improve data integrity and speed; compliance review of finance sub-processes for sound financial management and accurate reporting; development and review of policies and standard operating procedures for all finance processes and sub-processes; business process and controls reviews.
• Financial model development: Excel-based models for budget forecasting and cash flow projections; scenario analyses for strategic decision-making; automated templates for monthly management reporting.
• GRAP compliance review: gap analysis against the latest GRAP reporting framework; review of the accounting manual against ASB updates; use of CaseWare disclosure checklists to confirm full GRAP compliance.

Category B — Group SCM

• Irregular, fruitless and wasteful expenditure review: technical assessment of expenditure to establish root causes of non-compliance; formal reports supporting condonation or write-off applications; detection checks for possible irregular and fruitless expenditure; design of proactive checks to detect such expenditure before payment.
• SCM compliance review: expert advisory to Group SCM on high-value or complex procurement; verification that procurement activities comply with the PPPFA, PFMA and PRASA's internal SCM policies; assessment of compliance with procurement legislative prescripts and PRASA SCM policies and procedures; development of policies and standard operating procedures for all SCM processes and sub-processes; business process and controls reviews.
• Contract management: support to SCM in reviewing the completeness and accuracy of the contracts register and commitments.