Appointment of a panel of transactional advisors to package municipal infrastructure projects and development of business cases for funding proposals for period of three (3) years
1303 Heuwel avenue, Riverside office Park Letaba House, First Floor - Centurion - Centurion, Pretoria - 0046
Organization Type
GOVERNMENT
Published
17 Jul 2026
OCDS Reference
ocds-9t57fa-162773
Summary
The municipal infrastructure support agent (MISA) is tendering for the appointment of a panel of transactional advisors for a three-year period. The panel will be responsible for packaging municipal infrastructure projects and developing business cases to secure funding. This tender is aimed at professional service providers with expertise in project finance and infrastructure development.
Key Requirements
A compulsory hybrid briefing session must be attended on 24 July 2026 at 10:00.
Tenders must be submitted by 11:00 on 10 August 2026 at the specified MISA address, including an original, one copy, and a scanned copy on a memory stick.
Bidders must meet mandatory eligibility criteria, including proper business registration, joint venture agreements if applicable, and attendance at the briefing.
Evaluation involves a two-phase process: mandatory requirements check followed by a functionality assessment scoring a minimum of 70 out of 100 points, with sub-category minimums.
Required returnable documents include SBD forms, CSD report, B-BBEE proof, experience schedules, and a resolution for signatory.
The tenderer must be tax compliant, registered on the Central Supplier Database (CSD), and not listed on the Register of Tender Defaulters.
The 80/20 preference point system applies, with points for price and specific goals like women-owned, youth-owned, and B-BBEE status.
APPOINTMENT OF A PANEL OF TRANSACTIONAL ADVISORS TO PACKAGE MUNICIPAL INFRASTRUCTURE PROJECTS AND DEVELOPMENT OF BUSINESS CASES FOR FUNDING PROPOSALS FOR PERIOD OF THREE (3) YEARS
Tender context
Return to this tender’s issuing organisation, province, or category.
Appointment of a panel of transactional advisors to package municipal infrastructure projects and development of business cases for funding proposals for period of three (3) years
1303 Heuwel avenue, Riverside office Park Letaba House, First Floor - Centurion - Centurion, Pretoria - 0046
Professional Services & Consulting Industry Profile
Regulatory Bodies
SAICA
Tenders in this industry often require registration with these bodies.
Typical Documents
5 items
Company Registration (CIPC)
Tax Clearance Certificate
B-BBEE Certificate
CSD Registration
Company Profile
Recommended Certifications
Having these can improve your winning chances: CA(SA) - Chartered Accountant, PMI-PMP (Project Management Professional), Prince2 Practitioner, Six Sigma Certification
Review in progress · 0 of 1 documents being finalised
AI Document Analysis Stages
Document read. The full tender notice and its supporting documents are read end-to-end. Key sections, requirements, dates, and contact details are identified and pulled into a working summary you can act on.
Compliance review. The working summary is checked against South African procurement standards — PFMA, PPPFA, B-BBEE, CIDB, local content, and preferential procurement — so nothing critical is missed before you start your bid response.
DocumentMISA.TAP.IDMS.009.2026.27 Appointment of Panel of Transactional Advisory.pdfReview complete
Description
Important Dates
17 Jul
2026
PUBLICATION
Tender Published
Tender was published
10 Aug
2026
DEADLINE
Closing Date
Tender closing date
Procurement Rules & Compliance ContextThis tender may be governed by South African public procurement rules covering fairness, transparency, preferential procurement, anti-corruption, administrative justice and access to information.
7 rules
These references help suppliers understand the public-procurement framework around this opportunity. They are generated from the tender category, issuing organisation type and procurement context.
Core procurement rules
These rules commonly apply to South African public-sector procurement.
7
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
This is general procurement context, not legal advice. Always verify requirements in the official tender documents and issuing authority notices.
MISA.TAP.IDMS.009.2026.27 Appointment of Panel of Transactional Advisory.pdf
The Municipal Infrastructure Support Agent (MISA) invites tenders for the appointment of a panel of transactional advisors to package municipal infrastructure projects and develop business cases for funding proposals over a three-year period. The tender closes on 10 August 2026 at 11:00 AM (UTC). A compulsory hybrid briefing session (physical and online) is scheduled for 24 July 2026 at 10:00 AM.
Not sure if your business is ready for this tender? Check CSD, CIDB, and B-BBEE requirements, run a readiness assessment, and move from opportunity to submission.
Based on 25 comparable awarded tenders. Companies with similar profiles typically bid near the median.
* Estimates are based on historical data and do not guarantee actual award values.
Bid-ready summary. The submission guidelines, evaluation criteria, technical, financial, and compliance sections are refined into professional, easy-to-scan prose. This is the final version you can rely on when preparing your bid or briefing your team.
We refine every tender document through these stages so you can brief your team and prepare your bid with confidence. Anything marked as "in progress" will be upgraded automatically — no action required from you.
Document read
Compliance review
Bid-ready summary
Source: MISA.TAP.IDMS.009.2026.27 Appointment of Panel of Transactional Advisory.pdf
The tender is for the appointment of a panel of transactional advisors for a three-year period.
The panel's role is to package municipal infrastructure projects and develop business cases for funding proposals.
Bidders must use the official tender forms provided and submit by the stipulated deadline.
The process is subject to the Preferential Procurement Policy Framework Act and its regulations.
Important Dates
Source: MISA.TAP.IDMS.009.2026.27 Appointment of Panel of Transactional Advisory.pdf (TENDER)
Tender closing: 10 August 2026 at 11:00.
Compulsory hybrid briefing session: 24 July 2026 at 10:00. It will be held physically at Riverside Office Park, 1303 Heuwel Avenue, Main Boardroom, and online via Microsoft Teams (Meeting ID: 383 812 999 269 46, Passcode: h4dB9Nz2).
Requests for clarification must be submitted at least 7 working days before the tender closing time.
Addenda will be issued until 10 working days before tender closing.
Tender offer validity period is 90 days, exclusive of the closing date.
Contact Information
Source: MISA.TAP.IDMS.009.2026.27 Appointment of Panel of Transactional Advisory.pdf (TENDER)
For bidding procedure enquiries: Contact Ms M. Batyi or Ms Mandy Batyi at 012 848 5300 or [email protected].
For technical enquiries: Contact Ms Goabi Moiloa at 012 848 5300 or [email protected].
MISA's Representative: Ms Mapatane Kgomo or Delegated Official.
Physical address for submission and correspondence: 1303 Heuwel Avenue, Riverside Office Park, Letaba House, Centurion, Pretoria 0046.
Postal Address: Private Bag X 105, Centurion 0046.
Submission Guidelines
Source: MISA.TAP.IDMS.009.2026.27 Appointment of Panel of Transactional Advisory.pdf (TENDER)
Submit your tender to the bid box at MISA Head Office: 1303 Heuwel Avenue, Riverside Office Park, Letaba House, 1st Floor, Centurion 0046.
Closing date: 10 August 2026 at 11:00.
Submit an original, one copy of the original, and one scanned copy on a memory stick.
Telegraphic, telephonic, telex, facsimile, e-mail and late tenders will not be accepted.
You must attend the compulsory hybrid briefing session on 24 July 2026 at 10:00 and sign the attendance register.
Required returnable documents include: SBD 1, SBD 4, SBD 6.1, CSD report, B-BBEE affidavit (if applicable), Resolution for Signatory, Joint Venture certificate (if applicable), Schedule 1 (Experience of tenderer), and Schedule 2 (Experience of key personnel).
Failure to provide mandatory documents will result in your tender not being evaluated.
Ensure your tender package is clearly labelled with the tender name and reference number, your entity's name and contact details, and the submission date.
Evaluation Criteria
Source: MISA.TAP.IDMS.009.2026.27 Appointment of Panel of Transactional Advisory.pdf (TENDER)
Mandatory
Registration as a legal entity (Companies Act, Close Corporation Act, or partnership agreement).
Attendance at the compulsory hybrid briefing session and signing of the attendance register.
Submission of all required returnable documents (SBD forms, certificates, etc.).
Tax compliance (valid TCS PIN or CSD registration).
B-BBEE compliance (certificate or sworn affidavit for EMEs/QSEs).
No directors/shareholders listed on the Register of Tender Defaulters.
No prior abuse of the employer’s Supply Chain Management System.
Completion of SBD 4 (Declaration of Interest) and resolution for signatory authority.
Disqualification
Failure to meet minimum functionality points (70/100 total, with sub-minimums in each category).
Submission of incomplete, unsigned, or poorly completed forms (e.g., SBD 4).
Non-attendance at the compulsory briefing session.
Tax non-compliance (unless rectified within 7 days if selected as preferred bidder).
Fraudulent or corrupt practices (e.g., bribery, collusion).
Technical Specifications
Source: MISA.TAP.IDMS.009.2026.27 Appointment of Panel of Transactional Advisory.pdf (TENDER)
The scope is the appointment of a panel of transactional advisors to package municipal infrastructure projects and develop business cases for funding proposals.
The panel will be appointed for a period of three (3) years.
Advisors must demonstrate knowledge and practical experience in project packaging and business case development aligned with the 5 Case Model for funding mobilisation.
Experience must be demonstrated through appointment letters/purchase orders with corresponding proof of successful project packaging and business case development where funding was mobilised.
Experience & Qualifications
Source: MISA.TAP.IDMS.009.2026.27 Appointment of Panel of Transactional Advisory.pdf
Tenderer experience (Schedule 1) is worth 40 functionality points, with a minimum threshold of 24 points.
Key personnel experience (Schedule 2) is worth 60 functionality points, with a minimum threshold of 46 points. Roles include Project Leader (20 points), Financial Expert (10), Economic Analysts (10), Technical/Engineering Advisor (10), and Legal Expert (10).
CVs must substantially detail relevant experience. Incomplete or unclear documentation will lead to loss of points.
Quality Management
Source: MISA.TAP.IDMS.009.2026.27 Appointment of Panel of Transactional Advisory.pdf
Foreign qualifications must be evaluated by the South African Qualifications Authority (SAQA).
Pricing Schedule
Source: MISA.TAP.IDMS.009.2026.27 Appointment of Panel of Transactional Advisory.pdf
Pricing will be checked for arithmetical errors as per CIDB Practice Note #2.
Discrepancies between amounts in figures and words are resolved in favour of the words.
Errors in line item totals govern, and unit rates will be corrected.
The Employer may question and request justification for rates deemed unbalanced.
Financial Requirements
Source: MISA.TAP.IDMS.009.2026.27 Appointment of Panel of Transactional Advisory.pdf (TENDER)
The tenderer's pricing will be checked for arithmetical errors per CIDB guidelines.
If there's a discrepancy between amounts in figures and words, the amount in words governs.
For pricing schedules, if there's an error in a line item total, the total governs and the unit rate will be corrected.
If the total of prices has an addition error, the total governs and the tenderer may be asked to revise selected item prices to achieve the tendered total.
The Employer may query rates deemed excessively low, high, or imbalanced. The tenderer may be required to justify them and may be asked to amend rates without changing the total tender sum.
Compliance Requirements
Source: MISA.TAP.IDMS.009.2026.27 Appointment of Panel of Transactional Advisory.pdf (TENDER)
Mandatory Eligibility Criteria:
Joint Ventures/Consortia must submit a signed Joint Venture agreement.
Must be registered under the Companies Act, Close Corporation Act, or have a valid partnership agreement.
Foreign qualifications require a SAQA evaluation report.
No documents with correction fluid; corrections must be struck through and initialled.
Attendance at the compulsory hybrid briefing is mandatory.
General Compliance:
Submit a valid CSD report as proof of Central Supplier Database registration.
Submit SBD 4 (Declaration of Interest) fully completed and signed.
Submit SBD 6.1 (Preference Points Claim Form) with supporting B-BBEE documentation (certificate or sworn affidavit for EMEs/QSEs).
Submit a Resolution for Signatory or letter of authority.
Tax compliance is mandatory. Provide a SARS PIN or TCS certificate. CSD registration can be used if no PIN is available.
The tenderer must not be listed on the Register of Tender Defaulters.
The tenderer must be registered with the Construction Industry Development Board (CIDB) in an appropriate grading.
Contractual Terms
Source: MISA.TAP.IDMS.009.2026.27 Appointment of Panel of Transactional Advisory.pdf
The tender offer validity period is 90 days.
If a tenderer withdraws their tender during its validity, fails to execute the contract, or fails to sign the contract agreement, they may be liable for all costs incurred by the Employer in re-tendering and any price difference.
The Employer may repudiate a bid or invalidate a contract if the tenderer is found to have engaged in bribery, fraud, collusion, or improper disclosure of tender details.
The contract is subject to South African law and jurisdiction.
Section
Source: MISA.TAP.IDMS.009.2026.27 Appointment of Panel of Transactional Advisory.pdf
Specific Goals for preference points are: Women-owned (51%+), Youth-owned (51%+, ages 18-35), and B-BBEE Status Level 1 or 2 contributors which are QSEs or EMEs.
The 80/20 preference point system applies. The organ of state will determine whether the 80/20 or 90/10 system is applicable based on the lowest acceptable bid.
Bidders must complete and submit the SBD 6.1 form to claim preference points.
Fraudulent claims can lead to disqualification, contract cancellation, cost recovery, restriction from public sector business, and criminal prosecution.
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.
1303 Heuwel Avenue Riverside Office Park, Letaba House, Centurion Central, Centurion, 0046, South Africa
Document-Backed
Recently Synced
Source Snapshot Available
AI Enhanced
Source confidence
High source confidence
Official source
eTenders.gov.za
Documents found
1
Last checked
17 Jul 2026
AI status
Enhanced
Data conflicts
None detected
This tender has strong source evidence, including source metadata and supporting tender information synced from the government tender portal.
Tenders SA is not the issuing authority. All tenders are automatically synced from the official government tender portal. Always confirm final submission details, closing dates, briefing sessions, eligibility requirements, and documents on the official government portal before applying.