This Tender Has Expired

Submit Returnable Schedule D1 with full particulars and evidence of the company’s involvement in finance lease services. Attach: appointment letters, detailed portfolio of work, and report copies for fleet assessment. All CVs of key personnel must be accompanied by signed consent letters certified by the Commission of Oath.

Functionality evaluation (100 points total, minimum 75 required to qualify). Breakdown: Experience (30 points): 4+ similar contracts in past 48 months = 30 points; 1-3 contracts = 15 points. Professional indemnity cover (15 points): R20M+ required. Key personnel experience (40 points): Project Manager (15 points: NQF Level 7, 5+ years in fleet management/leasing, degree/diploma + 3 years experience); Fleet Officer (15 points: NQF Level 7, 4+ years in fleet management, degree/diploma + 3 years experience); Accountant (10 points: NQF Level 7 in Financial Management, 4+ years in fleet management). Bank rating (15 points): A = 15, B = 10, C = 5, D = 0. Municipality may invite bidders for presentations.

Scope: Finance lease for vehicles and plant for 3 years. Deliverables: Evidence of past finance lease contracts (appointment letters, detailed portfolio, report copies for fleet assessment). Additional services: Fuel management and vehicle tracking. Key personnel must have: Project Manager (NQF Level 7, 5+ years in fleet management/leasing); Fleet Officer (NQF Level 7, 4+ years in fleet management); Accountant (NQF Level 7 in Financial Management, 4+ years in fleet management).

Stamped bank rating letter from a financial institution, issued within the last 3 months. Professional indemnity insurance cover of R20 million or more.

Minimum B-BBEE Level: 7. Minimum qualifying score: 75 points in functionality evaluation. Submit appointment letters and certified CVs (with signed consent letters) for key personnel.

Tender documents available from 22/04/2026. Closing date: 15/06/2026 at 12:00. No briefing session scheduled.

For bidding procedures: Mr. Sekolopo Boitshepo, Supply Chain Management, Tel: 018 299 5535, Email: [email protected]. For specifications: Mr. JM Monareng, Supply Chain Management, Tel: 018 299 5151, Email: [email protected]. Tender documents available at Office 104, First Floor, Municipal Building, Dan Tloome Complex, during office hours (Mondays-Thursdays 08:00-16:30, Fridays 08:00-13:30).

Submit tenders in a sealed envelope clearly marked 'TENDER 30/2026: APPOINTMENT OF A SERVICE PROVIDER FOR PROVISION OF A FINANCE LEASE FOR VEHICLES AND PLANT FOR A PERIOD OF THREE (03) YEARS'. Deposit in the tender box at JB Marks Local Municipality, Supply Chain Management Unit, Wolmarans Street, Potchefstroom. Use only the official tender document issued by the Municipality. Late, faxed, emailed, or posted submissions will be rejected. Tenders will be opened in public immediately after the closing time. Include: valid Tax Clearance Certificate, certified copies of directors/owners' ID documents. VAT must be included in all prices.

Evaluation follows the Preferential Procurement Policy Framework Act and Regulations 2022, with JB Marks Local Municipality SCM Policy. Scoring: 90 points for price, 10 points for specific goals. Mandatory prerequisites: valid Tax Clearance Certificate, certified ID copies of directors/owners, CSD registration. Non-compliance with prerequisites or submission rules (e.g., late, incomplete, or incorrect format) will disqualify the tender.

Scope: Provision of a finance lease for vehicles and plant for a period of three (03) years. Detailed specifications are provided in the official tender document issued by the Municipality.

Pricing must include VAT. Adhere to the pricing format and conditions specified in the tender document. Payment terms and any required bonds/guarantees are detailed in the tender document.

Mandatory: Valid Tax Clearance Certificate, certified copies of directors/owners' identity documents, registration on the Central Supplier Database (CSD) via https://secure.csd.gov.za. Must comply with Preferential Procurement Regulations 2022 and JB Marks Local Municipality Supply Chain Management Policy. Tenders missing prerequisites will not be considered.

Closing date and time: 15/06/2026 at 12:00. \nTender documents available from: 20/04/2026 at Office 104, First Floor, Municipal Building, Dan Tloome Complex, during office hours (Mon-Thu 08:00-16:30, Fri 08:00-13:30). \nBids opened in public: Immediately after closure at JB Marks Local Municipality. \nProject commencement: 2025/26 financial year upon signing of Service Level Agreement (SLA). \nContract duration: 36 months. \nBid validity period: 120 days after bid closure. \nNo briefing session scheduled.

Bidding procedures and documents: Mr. Boitshepo Sekolopo, Supply Chain Management Unit, Tel: (018) 299 5535, Email: [email protected]. \nTechnical/bid scope enquiries: Mr. JM Monareng, Tel: (018) 299 5151, Email: [email protected]. \nSubmission address: Bid Box, Room 315, Third Floor, Municipal Building, Dan Tloome Civic Centre, Corner of Sol Plaatjie Ave & Wolmarans Street, Potchefstroom, 2520. \nPostal address: PO Box 113, Potchefstroom, 2520 (clearly mark envelope with bid number and title).

Submit bids in a sealed envelope clearly marked with bid number (30/2026), title ('APPOINTMENT OF A SERVICE PROVIDER FOR PROVISION OF A FINANCE LEASE FOR VEHICLES AND PLANT FOR A PERIOD OF THREE (03) YEARS'), and closing date/time (15/06/2026, 12:00). Place in the Bid Box at JB Marks Local Municipality, Room 315, Third Floor, Dan Tloome Civic Centre, Corner of Sol Plaatjie Ave & Wolmarans Street, Potchefstroom, 2520. No faxed, emailed, or late bids accepted. Bids may be hand-delivered, couriered, or posted at sender’s risk. \n\nRequired forms and documents: \n- Completed official bid forms (MBD 1, 3.1, 4, 5, 6.1, 7.1, 8, 9). \n- Valid Tax Compliance Status (TCS) or PIN. \n- CSD Report and verification. \n- Municipal accounts for bidder and directors (no arrears >3 months). \n- Certified company registration documents (CIPC). \n- Authority of Signatory (Board Resolution). \n- Declaration of Interest (MBD 4). \n- Past SCM practices declaration (MBD 8). \n- Independent bid determination certificate (MBD 9). \n- Company profile, ownership status, and proof of address. \n- Certified IDs of directors/owners. \n- Three municipal references. \n- For joint ventures/consortia: formal agreement + separate compliance documents for each party. \n- Retail Motor Industry (RMI) certificate. \n- ICASA registration (if applicable). \n- National Credit Regulator (NCR) certificate. \n- Information Regulator certificate. \n- Specific Goals proof (CSD Report, IDs, municipal rates/taxes). \n\nBid requirements: \n- Completed in black ink, signed by an authorised signatory, all pages initialled. \n- No alterations or retyping allowed. \n- Bids remain valid for 120 days after closure. \n- Failure to submit required documentation results in automatic disqualification.

Evaluation is conducted in two stages: \n1. Functionality assessment: Bids must score a minimum of 75 points to proceed to the next stage. \n2. 90/10 Preference Point System: \n - 90 points allocated for price (lowest acceptable tender used as baseline). \n - 10 points allocated for Specific Goals: \n

• HDI (Black Person) ownership: 2 points (proof: CSD Report + certified ID copies). \n
• Youth involvement: 2 points (proof: CSD Report + certified ID copies). \n
• Female involvement: 2 points (proof: CSD Report + certified ID copies). \n
• Locality (JB Marks jurisdiction): 4 points (proof: CSD Report + municipal rates/taxes or lease agreement). \n\nDisqualification criteria: \n- Failure to submit mandatory documents. \n- Late, faxed, or emailed bids. \n- Bids not submitted in the official bid box. \n- Misrepresentation or fraudulent claims. \n- Non-compliance with tax or municipal rate obligations. \n- Bids from state employees or their immediate family without declaration. \n- Bids not submitted on official forms provided by the municipality.

Scope: Supply and finance lease of vehicles and plant for a period of 3 years (36 months). \n\nDeliverables: \n- Fleet of vehicles and plant as specified in Annexure A, fully licensed with registration plates and all applicable permits. \n- Full maintenance and repair services throughout the lease period. \n- Tracking devices with real-time data access and reporting system for fuel usage. \n- Manufacturer warranties included for all vehicles and plant. \n- Finance lease (operating lease) with an option for ownership transfer at the end of the term (terms to be negotiated separately). \n- Vehicles and plant must comply with the Road Traffic Act. \n- Heavy-duty batteries of ample capacity for all vehicles and plant. \n- Driver’s manual, parts manual, and service manual provided for each vehicle. \n- Full training and instructions for correct operation and maintenance of equipment and vehicles. \n- All vehicles and plant branded with Municipal logo per applicable departments. \n- 4000 km/month allocation for vehicles, 160 hours/month for plant. \n- 24/7 support for breakdowns and maintenance scheduling. \n- Monthly reports: asset status, maintenance, fuel usage, incident and repair history logs. \n- Fleet advisory, assessment, and analysis services. \n- Ad-hoc vehicle rental services (bidder responsible for insurance during rental). \n- Municipality reserves the right to request tracking devices on its own vehicles and plant. \n- Ownership transfer terms must be fair, reasonable, and based on residual value, depreciation, market value, and condition of vehicles/plant. \n\nDelivery: Within 60-90 days of contract signing. \nPricing: Firm prices, valid for the contract duration, VAT inclusive. Municipality reserves the right to increase or decrease quantities. \nService Level Agreement (SLA) required per MFMA Section 116.

Pricing: \n- Submit completed Compulsory Returnable Schedule (Annexure A) for all categories and sub-categories. \n- Firm prices only; non-firm prices (including those subject to exchange rate variations) will be disqualified. \n- VAT must be included in all prices. \n- Prices valid for the entire contract duration (36 months). \n- Municipality reserves the right to adjust quantities as needed. \n\nFinancial capacity: \n- Submit 3 years of audited financial statements. \n- Provide a bank rating letter. \n\nInsurance: \n- Municipality will insure leased vehicles and plant. \n- Bidder must insure vehicles during ad-hoc rental periods. \n\nPayment terms and bonds: Not specified in the document.

Mandatory compliance requirements: \n- Valid Tax Compliance Status (TCS) or PIN (SARS e-filing acceptable; printed TCS certificate may also be submitted). \n- Registration on the Central Supplier Database (CSD) (www.csd.gov.za) and verification at JB Marks Local Municipality Supply Chain Unit. \n- Municipal accounts for the bidding entity and all its directors (no arrears >3 months; proof of payment arrangement required if applicable). \n- Certified company registration documents (CIPC). \n- Standard Bid Documents (SBD Forms: MBD 1, 3.1, 4, 5, 6.1, 7.1, 8, 9). \n- Authority of Signatory (Board Resolution authorizing submission). \n- Declaration of Interest (MBD 4). \n- Declaration of bidder’s past Supply Chain Management practices (MBD 8). \n- Certificate of Independent Bid Determination (MBD 9). \n- Company profile, ownership status, and proof of address. \n- Certified IDs of directors/owners. \n- Three municipal references (contactable). \n- For joint ventures/consortia/sub-contractors: formal contract agreement + separate compliance documents (TCS, CSD, etc.) for each party. \n- Retail Motor Industry (RMI) certificate. \n- ICASA registration certificate (if applicable). \n- National Credit Regulator (NCR) certificate. \n- Information Regulator certificate. \n- Specific Goals proof (CSD Report, certified ID copies, municipal rates/taxes or lease agreement for locality). \n\nForeign suppliers: \n- Complete the Pre-Award Questionnaire (Part B:3) if not a resident of South Africa or without a branch/permanent establishment/source of income in South Africa. \n\nAdditional: \n- No bids accepted from persons in the service of the state or their immediate family without declaration. \n- Bidders must not have any undisputed municipal service commitments overdue for more than 30 days.