Appointment of a transaction advisor for ezemvelo KZN wildlife (framework agreement, 36 months + 24-Month option)

Compulsory briefing session: 29 September 2026 at 11:00 (venue not specified in the document).

Closing date and time: 15 October 2026 at 11:00.

Compulsory briefing session: 29 September 2026 at 11:00. Bidders must bring completed printed documents to have the Official Briefing Session/Site Inspection Certificate signed and stamped. Failure to attend and obtain the certificate results in disqualification.

Bidding procedure enquiries:

• Contact: Sthabiso Sithole
• Telephone: 033 845 1723
• Email: [email protected]

Technical enquiries:

• Contact: Nokuthula Cele
• Telephone: 033 845 1641
• Email: [email protected]

Submission address:

Ezemvelo KZN Wildlife, Head Office

Queen Elizabeth Park

No. 1 Peter Brown Drive, Montrose

Pietermaritzburg, 3202

Submission method: hard copies plus a USB with electronic documents, deposited in the Tenders/Bids box at the delivery address.

Delivery address:

Ezemvelo KZN Wildlife, Head Office

Queen Elizabeth Park

No. 1 Peter Brown Drive, Montrose

Pietermaritzburg, 3202

Envelope marking: bid number, bid description, closing date and time, bidder contact person and contact details.

Closing time: 15 October 2026 at 11:00.

Returnable forms (all must be completed, signed with original signatures, and submitted):

• SBD 1 (Invitation to Bid): bidder and contact details, signed as the offer cover page.
• SBD 3.3 (Pricing Schedule for Professional Services): priced per the schedule, valid for 180 calendar days.
• SBD 4 (Bidder's Disclosure): declares any state employment or connections to the procuring institution.
• SBD 6.1 (Preference Points Claim): claims B-BBEE and specific-goal points under the 80/20 system.
• Authority to Sign a Bid: authorises the signatory to bind the bidder.
• Official Briefing Session/Site Inspection Certificate: stamped and signed at the compulsory briefing.
• CSD registration proof and tax compliance status (TCS PIN or CSD number).

Disqualification risks:

• Late submission (no bids accepted after closing time).
• Bid not deposited in the correct bid box.
• Incomplete or unsigned forms, blank spaces, or unanswered questions.
• Failure to attend the compulsory briefing and obtain the stamped certificate.
• Not registered on the CSD at closing time.
• Bids from persons in the service of the state, or companies with directors who are state employees.

Evaluation stages:

1. Compliance check: CSD registration, tax compliance, attendance at compulsory briefing, and completeness of bid.
2. Preference point system: 80/20 system applies (price 80 points, specific goals 20 points).

Specific goals (max 20 points):

• At least 51% black-owned: 10 points (verified via CSD report).
• At least 51% black women-owned: 5 points (verified via CSD report).
• At least 51% black youth-owned: 3 points (verified via CSD report).
• At least 51% black people with disabilities: 2 points (proof of disability letter required).

Failure to submit proof for claimed goals results in zero points for those goals.

Ezemvelo KZN Wildlife requires two Transaction Advisors (TAs) to support Public-Private Partnership (PPP) projects for a period of five years.

Scope: guide the PPP process, prepare feasibility studies, secure Treasury approvals, and support procurement and contract negotiations.

The TAs must cover four project types, each with a defined pricing schedule:

• Large Capital Project – Greenfield (new infrastructure from inception)
• Large Capital Project – Brownfield (rehabilitation/upgrade of existing infrastructure)
• Small Capital Project – Greenfield (new small-scale infrastructure)
• Small Capital Project – Brownfield (rehabilitation/upgrade of existing small-scale infrastructure)

Each project type requires the following tasks (with percentage weights):

• Pre-feasibility studies: 20%
• Feasibility studies: 40%
• PPP procurement process: 30%
• Close-out report: 10%

Pricing must be completed on SBD 3.3. The schedule covers four project types (Large/Small, Greenfield/Brownfield). For each, the bidder must price the tasks at the stated percentages (pre-feasibility 20%, feasibility 40%, procurement 30%, close-out 10%), apply a discount allowance if any, add VAT at 15%, and provide a grand total. A summary sheet aggregates the four grand totals into a total price for the Transaction Advisor. The offer must remain valid for 180 calendar days.

Pricing format: SBD 3.3 Pricing Schedule (Professional Services).

Offer validity: 180 calendar days from the closing date.

Prices must be quoted in RSA currency, inclusive of all applicable taxes (VAT at 15%).

The pricing schedule requires a grand total for each of the four project types, plus a summary total for the Transaction Advisor.

No bid security, performance bond, or guarantee amount is specified in the document.

CSD registration: mandatory; bidders must be registered on the Central Supplier Database at closing time, or the bid will be disqualified.

Tax compliance: bidders must provide a SARS TCS PIN or CSD number; consortia/joint ventures must each provide separate TCS certificates.

B-BBEE: a valid B-BBEE certificate or sworn affidavit (for EMEs/QSEs) must be submitted to qualify for preference points.

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

Authority to sign: proof of authority (e.g., company resolution) must be submitted.

General Conditions of Contract (GCC) apply. The successful bidder must sign a written contract form (SBD 7). The supplier must not disclose contract information without prior written consent. The purchaser may inspect and audit the supplier's records. The supplier must indemnify the purchaser against third-party patent/trademark infringement claims. Performance security may be required as specified in the Special Conditions of Contract (not detailed in the document).

Bidders must submit both hard copies and a USB with electronic documents. Envelopes must be marked with the bid number, description, closing date and time, and bidder contact details. Bids must be deposited in the Tenders/Bids box. All questions must be answered; blank spaces invalidate the bid. CSD registration is mandatory at closing time. For consortia/joint ventures, each party must submit separate TCS certificates and CSD numbers.

The 80/20 preference point system applies: 80 points for price, 20 points for specific goals. Bidders must indicate how they claim points for each specific goal and attach supporting proof. Failure to submit proof results in zero points for that goal.