How will bids be evaluated?

{ "mandatory": [ "Valid Tax Clearance PIN and CSD registration.", "No late, faxed, or emailed submissions.", "Compliance with PFMA, PPPFA, and BOCMA’s SCM Policy.", "Minimum 70/100 technical functionality score.", "Submission of 1 original + 4 copies in sealed envelopes.", "No conflicts of interest (SBD 4 declaration).", "Not listed on Register for Tender Defaulters or Restricted Suppliers." ], "preferential": [ "51%+ women-owned enterprises (10 points).", "51%+ black-owned enterprises (5 points).", "Enterprises owned by people with disabilities (5 points).", "Youth-owned enterprises (5 points).", "Proof of BEE status (affidavit/certificate)." ], "teamQualifications": [ "Project Director/Partner: CIA or CA/SA, >10 years experience (preferred).", "Internal Audit Manager: Certified Internal Auditor, >10 years experience (preferred).", "Internal Auditor: Diploma in internal audit/finance, minimum 1 year experience.", "IT Auditor: CISA qualification.", "Risk Management Specialist: CRMA or IRMSA qualification." ] }

What are the technical specifications?

MINIMUM PROOF REQUIRED YES No Tax Clearance PIN submitted and Valid ? Tax Compliance Status Completed and signed Compulsory Declaration of Interest Form SBD1 Completed, signed and submitted SBD 4 Completed, signed and submitted SBD 6.1 Completed, signed and submitted Company registration Company registration documents certificate CIPC / certificate from CIPC MANDATORY REQUIREMENTS: failure to meet these requirements will lead to automatic disqualification TICK SUPPLIED

What are the important dates and deadlines for this tender?

{"closingDate":"09 July 2026","closingTime":"14:00 pm"}

Who should be contacted for queries about this tender?

{"name":"Ms Noxolo","email":"nmafanya@bocma.co.za","phone":"023 346 8000","department":"Finance","address":null}

Internal Audit Services Tender – Western Cape Government RFB (36 Months)

Submission Guidelines

Source: IA Final tender 09.06.2026.pdf (TENDER)

Respondents should complete all the returnable SCHEDULEs/SBD forms listed below.

Returnable schedules

(All ANNEXUREs must be completed and returned by the Supplier(s) when submitting the bid.)

RETURNABLE SCHEDULE 1: Invitation to Bid (SBD 1)

RETURNABLE SCHEDULE 2: Pricing Schedule (SBD 3.3)

RETURNABLE SCHEDULE 3: Declaration of Interest (SBD 4)

RETURNABLE SCHEDULE 4: Preference Points Claim Form (SBD 6.1)

20. Terms and general conditions

(a) All submissions must be received by the Breede-Olifants Catchment Management Agency no

later than 14h00, Thursday the 09th day of July 2026. Respondents must submit their bids

before the closing date and time. No late submissions will be considered;

(b) All submissions and subsequent information received will become the property of the Breede-

Olifants Catchment Management Agency and will not be returned;

and void and shall be considered “non-responsive” and therefore not considered;

(d) Telegraphic, telexed, faxed or e-mailed submissions will not be accepted;

(e) Service Providers should submit 5 Copies of bids, one copy should be an original and clearly

marked Original and the remaining can be the copies of the Original.

“Bocma RFB 2026/01–“request for bids (RFB): internal audit services at

BREEDE – OLIFANTS CMA FOR A PERIOD OF 36 MONTHS” at the Tender Box of BOCMA

at Cnr Mountain Mill and East Lake Road; Worcester; 6850.

Bids may also be posted to: Attention: Acting: CHIEF EXECUTIVE OFFICER , BOCMA

RFB2026/01 Bids for Internal Audit Services ;Private Bag X3055,Worcester ,6850.

(f) Respondents or their representatives (including the courier services) must ensure that they

Breede-Olifants CMA Office, wherein they will indicate the name of the person delivering the

submission, the number of copies submitted, the time and date of submission and sign the

document.

(g) All Technical enquiries regarding this Request for Bids (RFB) must be directed to: - Mr Thobani

Khoza or Ms Noxolo Mafanya at Number: 023 – 346- 8000; Email: [email protected] and/

or [email protected] and all Supply Chain enquiries must be directed to Ms Noxolo

Mafanya or Mr Thobani Khoza ; Email: [email protected] and or [email protected].

(h) The contact persons reflected above shall be the only point of contact for this contract. Failure to

observe this requirement might lead to immediate disqualification of the respondent.

(i) The Breede-Olifants CMA reserves the right not to accept any submission

(j) Bidders must comply with Regulation 13(c) of the Public Service Regulations, 2016 which states

that “an employee in the public service shall not conduct business with any organ of state or be

a director of a public or private company conducting business with an organ of state, unless such

employee is in an official capacity a director of a company listed in ANNEXURE 2 and 3 of the

PFMA”

(k) Submission of a Request for Bids and its subsequent receipt by the Breede-Olifants CMA does

not represent a commitment on the part of the Breede-Olifants CMA to proceed further with any

Respondent or any project;

(l) No costs incurred by the Respondents in the preparation of their submission will be reimbursed;

(m) Public Liability - Breede-Olifants CMA shall not be liable in respect of any claims, damages,

accidents, etc. to persons, properties, vehicle rights, etc. that may arise from the carrying out of

this contract.

(n) Tender prices must remain valid for a period of 120 days (calculated from closing date of the bid).

21. Disqualification

It must be stressed that any queries relating to this request must be addressed only to

[email protected] and/ or [email protected] who are identified as contact persons for

this contract; Mr T Khoza or Ms Noxolo Mafanya: Supply Chain Management Unit Contact Number:

023 – 346 8000. The queries must be in writing addressed to the above-mentioned officials. The

queries must be sent to the above-mentioned officials before 01July 2026.

(a) Respondents are not to communicate in any manner or form whatsoever with members of Breede-

Olifants Catchment Management Agency’s personnel about the RFP until the preferred Supplier(s)

has been selected and the procurement process completed.

(b) Respondents are advised that should there be any contact with Breede-Olifants Catchment

Management Agency’s staff and the Adjudication Team which could in any way be seen or deemed

to constitute a conflict of interest, bribe or otherwise influence the process and the outcome thereof,

will result in immediate disqualification.

be it on capability statement or empowerment credentials will also lead to disqualification of the

respondent.

Returnable schedule 1: invitation to bid and the terms and conditions of bidding (sbd 1)

Sbd1

Part a

Invitation to bid

You are hereby invited to bid for requirements of the (name of department/ public entity)

BID NUMBER: BOCMA RFB2026/01 CLOSING DATE: 09 July 2026 CLOSING TIME: 14:00

Description internal audit services

Bid response documents may be deposited in the bid box situated at (street address)

Breede-Olifants Catchment Management Agency

Cnr Mountain Mill & East Lake Roads

Worcester

6850

Bidding procedure enquiries may be directed to technical enquiries may be directed to:

CONTACT PERSON Noxolo Mafanya CONTACT PERSON Thobani Khoza

Telephone number 023 346 8000 telephone number 023 346 8000

Facsimile number facsimile number

E-MAIL ADDRESS [email protected] E-MAIL ADDRESS [email protected]

Supplier information

Name of bidder

Postal address

Street address

Telephone number code number

Cellphone number

Facsimile number code number

E-mail address

VAT registration

Number

Supplier tax compliance central

Compliance status system pin: supplier or

Database

No: MAAA

Are you the

ACCREDITED ARE YOU A FOREIGN BASED Yes No

REPRESENTATIVE IN Yes No SUPPLIER FOR THE GOODS

South africa for /services offered? [If yes, answer the

The goods [if yes enclose proof] questionnaire below]

/Services offered?

Questionnaire to bidding foreign suppliers

Is the entity a resident of the republic of south africa (RSA)? yes NO

Does the entity have a branch in the RSA? yes NO

Does the entity have a permanent establishment in the RSA? yes NO

Does the entity have any source of income in the RSA? yes NO

Is the entity liable in the RSA for any form of taxation? Yes NO

If the answer is “NO” to all of the above, then IT is not a requirement to register for a tax compliance status

System pin code from the south african revenue service (SARS) and if not register as per 2.3 Below.

Part b

Terms and conditions for bidding

1. Bid submission:

1.1. Bids must be delivered by the stipulated time to the correct address. Late bids will not be

Accepted for consideration.

1.2. All bids must be submitted on the official forms provided (not to be re-typed) or in the manner

Prescribed in the bid document.

1.3. This bid is subject to the preferential procurement policy framework act, 2000 and the

Preferential procurement regulations, the general conditions of contract (gcc) and, if

Applicable, any other special conditions of contract.

1.4. The successful bidder will be required to fill in and sign a written contract form (sbd7).

2. Tax compliance requirements

2.1 Bidders must ensure compliance with their tax obligations.

2.2 Bidders are required to submit their unique personal identification number (pin) issued by SARS to

Enable the organ of state to verify the taxpayer’s profile and tax status.

2.3 Application for tax compliance status (tcs) pin may be made via e-filing through the SARS website

Www.SARS.GOV.ZA.

2.4 Bidders may also submit a printed tcs certificate together with the bid.

2.5 In bids where consortia / joint ventures / sub-contractors are involved; each party must submit

A separate tcs certificate / pin / csd number.

2.6 Where NO tcs pin is available but the bidder is registered on the central supplier database (csd),

A csd number must be provided.

2.7 NO bids will be considered from persons in the service of the state, companies with directors

Who are persons in the service of the state, or close corporations with members persons in the

Service of the state.”

Signature of bidder: ...................................................

Capacity under which this bid is signed: ...................................................

(Proof of authority must be submitted e.g. company resolution)

Returnable schedule 2 – price schedule

Bidder: _________________________________

It is understood that internal audits are based on hourly rates and that budgets should be compiled

based on the estimated hours as indicated below. Financial bids will be compared based on

estimated amounts and estimated hours. An assessment will be made if the hours proposed below

will be sufficient enough to cover the detailed scope of work. Firms are required to submit a table of

hourly rates as per the table below.

Rates should be inclusive of overheads and VAT (but exclusive of disbursements and related

VAT). If a particular category does not exist for the firm, it can be omitted. The rates below are

indicative .

Item (where applicable) Hourly Rate (including overheads and VAT)

Engagement Partner R

Partner R

Senior Manager R

Manager R

Assistant Manager R

Supervisor R

Senior Auditor R

Trainee Auditor R

Specialists (Risk Management R

Services )

Average Total per hour R

The table is for indicative rates only and will not be used in the Pricing Schedule.

Team Composition mix

It is recognised that it is difficult for a prospective bidder to be firm about the extent of the work

based solely on the terms of reference. However, to assist with assessments, a firm must provide

a typical distribution of time for members of the audit team on a job of this nature. This should be

expressed in percentages of the total person-hours billed on a typical job (see table below, which

is indicative only and not binding on the firm).

Item (where applicable) Typical Percentage of Total Hours on Project

Engagement Partner %

Partner %

Senior Manager %

Manager %

Assistant Manager %

Supervisor %

Senior Auditor %

Trainee Auditor %

Specialists (Risk Management Services ) %

Total 100

The table is for indicative hour composition only and will not be used in the Pricing Schedule.

The financial bids should be based on the audit budget detailed in terms of budgeted hours

for each type of audit. Please populate the table below.

Sbd 3.3

Experience & Qualifications

Source: IA Final tender 09.06.2026.pdf

6 to 9 years

relevant 4

2.1Project Director/Partner:

4 to 5 years

Minimum qualification Certified

relevant 3

Internal Auditor or CA/SA

designation.

2 to 3 years

relevant 2

1 year 35

relevant 1

2.2 Internal Audit Manager, 10 Points

>10 years

relevant 5

2 6 to 9 years

relevant 4

2.2 Internal Audit Manager:

4 to 5 years

Minimum qualification Certified

relevant 3

Internal Auditor or CA/SA

designation

2 to 3 years

relevant 2

1 year

relevant 1

2.3 Internal auditor, 5 Points

>10 years

relevant 5

2.3 Internal Auditor: Minimum 6 to 9 years

diploma or equivalent in internal relevant 4

audit or finance. experience

4 to 5 years

relevant 3

Maximum

No. Functionality Criteria/ Guide Weight Score Claimed

2 to 3 years

relevant 2

1 year

relevant 1

2.4 Information systems auditor,

5 Points

>10 years

relevant 5

6 to 9 years

relevant 4

Information System Auditor: experience

CISA qualification 4 to 5 years

relevant 3

2 to 3 years

relevant 2

1 year

relevant 1

2.5 Risk Management Specialist,

5 Points

>10 years

relevant 5

6 to 9 years

relevant 4

Risk Management Specialist: 4 to 5 years

CRMA qualification / IRMSA relevant 3

qualification experience

2 to 3 years

relevant 2

1 year

relevant 1

Attach organogram which clearly outlines the role

of the team and the indication staff that will be

allocated to BOCMA. Bidders to include

comprehensive CVs. Only names provided with the

roles in the organogram will be evaluated, e.g Mr X –

Project Partner or Director)

Project plan and methodology (30 points)

Project / Audit plan and audit

methodologies in line with the task3

description outlined under project

scope/ task description, with clear

milestones and timeframes for

each task to be completed. Audit

Maximum

No. Functionality Criteria/ Guide Weight Score Claimed

methodology should be properly

outlined (please refer to the

scope of work).

Project/Audit plan well broken

down with methodology,

deliverables, timeframe/milestone,

quality assurance & management

of the project including staff

deployment to each activity/

deliverables. A sample/example

of a detailed audit report and audit

strategy.

Project/Audit plan provided with

audit methodology, deliverables,

timeframe/milestone &

management of the project. A

sample/example of detailed audit

report and audit strategy.

Project/Audit plan provided with

clear deliverables, audit 2

methodology &

timeframes/milestones

Project/Audit plan provided with no

clear deliverables, audit 1

methodology &

timeframes/milestones.

No project/audit plan and audit

methodology 0

All documents in support of the various sections above must

be submitted to claim points. Missing, unclear or incomplete

documentation or information will result in a zero score for the

relevant section.

TOTAL 100 points

16. Company Experience

This refers to the details of the company (supplier) and the services they are offering.

specific details required are as follows:

The nature and location of the company, its history and when it was registered (Supplier must

specify)

The company’s core business e.g., provision of internal audit services preferably in the public

government sector (supplier must specify)

Positive reference letters from previous clients relevant to this tender.
We reserve the right to do reference check to confirm the letters provided

17. Team experience

Specific details required here are:

The consultant’s internal audit experience preferably in the public government sector.
experience in conducting audits required (See Scope of Work paragraph);
Attach organogram with staff indicated that will be allocated to BOCMA
Capacity to service Breede-Olifants Catchment Management Agency

18. Qualifications of the team members

A mix of qualifications of the team members and specify the role of each member (especially lead

auditors/Directors).

Assessment of the condensed curricula vitae of personnel who will be assigned to the Breede-Olifants

Catchment Management Agency:

Partners/Directors – CIA or CA
Manager/s – Qualified professional Auditors
Internal Auditor - Qualified professional Auditors
IT specialised auditor/s with CISA
Risk Manager - CRMA qualification / IRMSA qualification.

19. Project plan and Methodology

Specific details required here are:

Include sample of internal audit reports;
Use of electronic internal audit software to perform audits (CAATs, ACL etc.)
Demonstrate understanding of the requirements of this tender (Scope of Work)
Sufficient Project hours
Innovations introduced
Any other relevant information

The BOCMA will apply the principles of the Preferential Procurement Regulations (2022) to this Bid.

The evaluation of the bids will be based on the 80/20 PPPFA principle and

will be done in three (3) phases, namely:

Pre-qualifications
Functionality
Pricing & Specific goals

Phase 1 – Pre-qualification Evaluation

5. CV’s

6. Project Experience (Portfolio of Evidence)

7. Compulsory Documents (Checklist)

Company Experience (35 points)

previous clients explicitly indicating 3 reference

the number of years the company letters

has previously offered internal reflecting

audit services in the public sector. consolidated 5 5

Previous experience obtained from years’

1 to substantiate such claims. reflecting

consolidated 4 3

The reference letters must have years’

the following details: experience in

The reference letter must be on rendering a

an official company letterhead. similar service

One reference letter per entity.
The Reference letter must 3 reference

indicate the description of the letters

services and the date when the reflecting

services were provided, and value consolidated 3 1

of the transaction or contract. years’

The reference letter must have experience in

email address and telephone rendering a

number of contact person similar service

The Reference letter must be

dated and signed by the client.

NB: only full 12 months will be

considered to evaluate the number

of years’ experience.

Subcontracting will not be 0

considered as experience

Less than 3

reference

letters or 3

years’

experience.

Team Capabilities: (35 points)

2.1 Project Director/partner, 10 Points

>10 years

relevant 5

experience

6 to 9 years

relevant 4

experience

2.1Project Director/Partner:

4 to 5 years

experience

designation.

2 to 3 years

relevant 2

experience

1 year 35

relevant 1

experience

2.2 Internal Audit Manager, 10 Points

>10 years

relevant 5

experience

2 6 to 9 years

relevant 4

experience

2.2 Internal Audit Manager:

4 to 5 years

experience

designation

2 to 3 years

relevant 2

experience

1 year

relevant 1

experience

2.3 Internal auditor, 5 Points

>10 years

relevant 5

experience

2.3 Internal Auditor: Minimum 6 to 9 years

diploma or equivalent in internal relevant 4

audit or finance. experience

4 to 5 years

relevant 3

experience

2 to 3 years

relevant 2

experience

1 year

relevant 1

experience

2.4 Information systems auditor,

>10 years

relevant 5

experience

6 to 9 years

relevant 4

Information System Auditor: experience

CISA qualification 4 to 5 years

relevant 3

experience

2 to 3 years

relevant 2

experience

1 year

relevant 1

experience

2.5 Risk Management Specialist,

>10 years

relevant 5

experience

6 to 9 years

relevant 4

experience

Risk Management Specialist: 4 to 5 years

CRMA qualification / IRMSA relevant 3

qualification experience

2 to 3 years

relevant 2

experience

1 year

relevant 1

experience

The consultant’s internal audit experience preferably in the public government sector.
experience in conducting audits required (See Scope of Work paragraph);
Attach organogram with staff indicated that will be allocated to BOCMA
Capacity to service Breede-Olifants Catchment Management Agency

A mix of qualifications of the team members and specify the role of each member (especially lead

auditors/Directors).

Quality Management

Source: IA Final tender 09.06.2026.pdf

appointed service provider will be required to review Breede-Olifants Catchment Management

Agency’s risk management and governance processes, and perform the following functions:

a) Develop a three-year internal audit strategic plan. The plan should take into account the

assurance activities of relevant internal and external assurance providers. Based on this

requirement, the successful service provider will be expected to work with the Agency to

coordinate and develop a comprehensive and integrated assurance plan for the Agency.

b) Develop a detailed risk based annual plan indicating the scope for each assignment.

c) Provide a proposed timeline for the period of the project.

d) Propose annual budgets for the duration of the project.

e) Discuss coverage plans with management and the audit committee.

4.1 The firm will be further required to do the following:

a) Perform risk-based internal audit control and compliance reviews in terms of the proposed

internal audit plan.

b) Perform audits in compliance with the Institute of Internal Auditors’ standards on internal

auditing.

c) Plan and perform computer-based audits.

d) Undertake performance review audits

e) Ensure that line management is fully aware of the implications of the audit findings on business

operations and the subsequent recommendations.

f) Provide a final report on the outcome and findings of audits, including recommendations and

agreed management corrective action for internal audit follow-up.

g) Provide risk mitigation and control advice to management regarding the management of risks,

with a summarised report to both executive management and the audit committee.

h) Provide summary reports to the audit committee on high-risk findings.

i) Attend relevant audit committee and executive management meetings and provide feedback on

audits completed and the management of risks.

j) Provide an overall annual conclusion for the audit committee on the audited control environment.

k) Review of interim and annual financial statements to comply with GRAP.

l) Work closely with the external auditors and other assurance providers to ensure that there is

synergy of approach with little duplication of effort.

m) Provide and implement a formal skills transfer process to relevant Agency staff

n) Have the capacity to deal with any special internal audit projects.

o) Provide value-added services to management on how to improve the internal control environment

p) Provide mentorship to internal audit interns and employees tasked with internal audit functions

4.2 Fraud and irregularities

down with methodology,

deliverables, timeframe/milestone,

quality assurance & management

of the project including staff

deployment to each activity/

deliverables. A sample/example

of a detailed audit report and audit

strategy.

Pricing Schedule

Source: IA Final tender 09.06.2026.pdf

8. Project location

The Agency’s head office is situated in Worcester and sub-offices in George, Bellville and

Clanwilliam.

9. Important backround information

Breede Olifants Catchment Management Agency is situated at the Breede Olifants Catchment

Management Area with its head office in Worcester. We have around 16000+ customer base. The

estimated number of creditors is around 125. We have around 130 employees in total. For detail

financial information and non-financial information please check our latest annual report

10. Duration of contract

The contract is expected to run for 36 Months, commencing on the date of signing the Service Level

Agreement. It will, however, be renewable annually and this will be subject to a review of the

previous year’s performance against the Internal Audit Plan. The successful bidder should be able

to start from 1 August 2026

BOCMA reserve the right to cancel the contract should there be any valid reasons to do so.

11. Billing / Payment Method

Original invoices as per the deliverables that substantiate all costs must be provided. The invoices should

include proof of deliverables / and Audit reports. Copies or emailed invoices will be accepted but

thereafter original invoice must be forwarded before payment has been made.

The invoices are to contain the minimum basic information and additional specific information relating to

the indicated service provided .Payment of valid invoices with all the necessary supporting documents

shall be made within 30 days of receipt. No upfront/advance payment shall be made without proof of

deliverables / Audit report.

12. Term & Termination of Contract

BOCMA will enter into a three-year term contract with the successful travel management company, which

may be reviewed annually for performance evaluation.

On Poor performance the Agency has the right to terminate the contract on or before end of the agreed

term. The successful bidder will be notified upon award as to when they can commence rendering the

services to BOCMA

13. Service Level Agreement

A Service Level Agreement (SLA) will be drawn up in consultation with the successful bidder and signed

by both parties.

14. Evaluation of bid document

The following evaluation method will be used:

After the closing date of the bid invitation, an appointed bid evaluation committee of

BOCMA officials and/or possibly other external parties/consultants where necessary will evaluate the

proposals of the bidders.

The committee will individually evaluate each of the bid proposal received against the

approved criteria as stated below.

All Bids submitted will be evaluated on two categories:

❖ Functionality (technical content)

❖ Price and Specific Goals

❖ Bids are evaluated in accordance with the Preferential Procurement Policy Framework Act

(PPPFA), using the 80/20 principle

15 . Functionality

Phase 2. Technical Functionality Compliance.

Bidders must score at least 70 out of 100 in respect of functionality to qualify for advancement to Phase

2. A bidder that scores less than 70 out of 100 will be regarded as submitting a non-responsive bid and

will be disqualified. Bidders who fail to obtain a minimum score for each criterion will be disqualified.

Functionality evaluation will be based on the following criteria:

Maximum

No. Functionality Criteria/ Guide Weight Score Claimed

Company Experience (35 points)

Reference Letters from different

previous clients explicitly indicating 3 reference

the number of years the company letters

has previously offered internal reflecting

audit services in the public sector. consolidated 5 5

Previous experience obtained from years’

Institutions where the bidder experience

rendered internal audit services. and above in

rendering a

The bidder must provide evidence similar service

that they have previously rendered 35

a similar service successfully. 3 reference

Reference letters must be provided letters

1 to substantiate such claims. reflecting

consolidated 4 3

The reference letters must have years’

the following details: experience in

The reference letter must be on rendering a

an official company letterhead. similar service

One reference letter per entity.
The Reference letter must 3 reference

indicate the description of the letters

services and the date when the reflecting

services were provided, and value consolidated 3 1

of the transaction or contract. years’

The reference letter must have experience in

email address and telephone rendering a

number of contact person similar service

Maximum

No. Functionality Criteria/ Guide Weight Score Claimed

The Reference letter must be

dated and signed by the client.

NB: only full 12 months will be

considered to evaluate the number

of years’ experience.

Subcontracting will not be 0

considered as experience

Less than 3

reference

letters or 3

years’

experience.

Team Capabilities: (35 points)

2.1 Project Director/partner, 10 Points

>10 years

relevant 5

(Professional Services)

Name of bidder: ............................................................................................................BID No.:BOCMA RFB 2026/01

CLOSING TIME 14:00 pm CLOSING DATE.................................

Offer to be valid for 120 days from the closing date of bid.

Internal Audit costing

Bocma

Total

Budgeted Budgeted Budgeted Budgeted Budgeted Budgeted Total Budgeted

Budgeted

hours Amounts hours Amounts hours Amounts Amounts Audit Area hours

Year 1 Year 2 Year 3

Accounts

receivables

280 280 280

linked with

billing/revenue

Cash

management, 12 12 12

petty cash

Accounts

payables linked

to SCM and 250 250 250

expenditure

management

Payroll 36 36 36

SCM and

100 100 100

PRICING SCHEDULE SBD 3.3 submitted.

(including all schedules with

hourly rates and percentages) (The amount indicated in this

document cannot be changed

after the closing date)

Regulations (2022).

The value of this tender is not expected to exceed R50 000 000 therefore:

The following 80/20 preferential point system will be used for the evaluation of the bids:

In terms of the Preferential Procurement Regulations 2022, a maximum of 20 points may be awarded to

a tenderer for the specific goals specified for the tender and a maximum of 80 points will be allocated to

tenderer for pricing. Points scored for specific goals will be added to points scored for price and the total

will be rounded off to the nearest two decimal places. Services providers are required to complete SBD

6.1, Table 1 to claim specific goals points under the column named 80/20 number of points allocated.

Failure to complete table 1 of SBD 6.1 will mean that no points for specific goals will be allocated to a

bidder and a service provider will only receive points for price only. The documents to verify specific goals

are mandatory when the tenderers are claiming specific goals.

Pricing 80

Specific Goals 20

Total Points (S) 100

The following 80/20 criteria will be used for the evaluation of the bids:

Specific goals:

80/20 Preference point system

Enterprises 51% or more women owned 10

Enterprises 51% or more black owned 5

Enterprise owned by people with disability or 5

11. Pricing Schedule

(All ANNEXUREs must be completed and returned by the Supplier(s) when submitting the bid.)

RETURNABLE SCHEDULE 1: Invitation to Bid (SBD 1)

RETURNABLE SCHEDULE 2: Pricing Schedule (SBD 3.3)

RETURNABLE SCHEDULE 3: Declaration of Interest (SBD 4)

RETURNABLE SCHEDULE 4: Preference Points Claim Form (SBD 6.1)

Service of the state.”

Signature of bidder: ...................................................

Capacity under which this bid is signed: ...................................................

(Proof of authority must be submitted e.g. company resolution)

Returnable schedule 2 – price schedule

Bidder: _________________________________

based on the estimated hours as indicated below. Financial bids will be compared based on

estimated amounts and estimated hours. An assessment will be made if the hours proposed below

will be sufficient enough to cover the detailed scope of work. Firms are required to submit a table of

hourly rates as per the table below.

Rates should be inclusive of overheads and VAT (but exclusive of disbursements and related

VAT). If a particular category does not exist for the firm, it can be omitted. The rates below are

indicative .

Item (where applicable) Hourly Rate (including overheads and VAT)

for each type of audit. Please populate the table below.

Sbd 3.3

Pricing schedule

(Professional Services)

Name of bidder: ............................................................................................................BID No.:BOCMA RFB 2026/01

CLOSING TIME 14:00 pm CLOSING DATE.................................

Offer to be valid for 120 days from the closing date of bid.

2.1.1 the relevant quotation is correct.

2.1.2 the rates(s) and prices(s) quoted cover all the work/item(s) specified in the quotation document.

2.1.3 the rate(s) and price(s) cover all the Supplier(s)’s obligations under a resulting contract, including all

disbursements.

2.1.4 any mistakes and/or omissions regarding rate(s) and price(s) or errors in calculation shall be at the Supplier(s)’s

risk.

2.1.5 Bidders must show VAT payable separately on the Price Schedule.

SIGNED at _____________________(place) on the ______day of __________________(month)2026

___________________________________ ___________________________________

Compliance Requirements

Source: IA Final tender 09.06.2026.pdf (TENDER)

Assets 36 36 36 management Irregular expenditure, 80 80 80 Fruitless and wasteful Corporate Governance ( 12 12 12 one audit per year) Human resource and 36 36 36 performance management Strategic planning and Quarterly 100 100 100 performance information (AOPO) Operational audits (including technical audits 100 100 100 and projects) (two audits per year) Other Compliance 100 100 100 matters Internal Audit costing BOCMA Total Budgeted Budgeted Budgeted Budgeted Budgeted Budgeted Total Budgeted Budgeted hours Amounts hours Amounts hours Amounts Amounts Audit Area hours Year 1 Year 2 Year 3 Follow-up 60 60 60 audits Combined Assurance Audits (review 16 16 16 of interim and annual financial statement) ITC audits/ cyber security (all types of 80 80 80 controls at least two audits per year) Internal Audit 40 40 40 Plan Auditcom and board meetings (3 meetings per annum with the 36 36 36 maximum of 3 hours per meeting) Enterprise-wide risk 80 80 80 management Other 40 40 40 Total 1474 1474 1474 VAT Total Budget The above audits are the minimum requirements, however you are allowed to be innovative without reducing the scope of work. The estimated hours provide a guideline of hours required to perform the audit. The costing will be used as a basis of the award, however this will be limited to budget available. NB. Please note that payment will be done per deliverable. The costing should be all inclusive. No travel allowance will be claimed separately. Pricing Instructions: By signing the Price Schedule, a bidder warrants that: 2.1.1 the relevant quotation is correct. 2.1.2 the rates(s) and prices(s) quoted cover all the work/item(s) specified in the quotation document. 2.1.3 the rate(s) and price(s) cover all the Supplier(s)’s obligations under a resulting contract, including all disbursements. 2.1.4 any mistakes and/or omissions regarding rate(s) and price(s) or errors in calculation shall be at the Supplier(s)’s risk. 2.1.5 Bidders must show VAT payable separately on the Price Schedule. SIGNED at _____________________(place) on the ______day of __________________(month)2026 ___________________________________ ___________________________________ Signature Date Print name: ( on behalf of the supplier (duly authorised) _________________________ RETURNABLE SCHEDULE 3: DECLARATION OF INTEREST (SBD 4) BIDDER’S DISCLOSURE

PURPOSE OF THE FORM Any person (natural or juristic) may make an offer or offers in terms of this invitation to bid. In line with the principles of transparency, accountability, impartiality, and ethics as enshrined in the Constitution of the Republic of South Africa and further expressed in various pieces of legislation, it is required for the bidder to make this declaration in respect of the details required hereunder. Where a person/s are listed in the Register for Tender Defaulters and / or the List of Restricted Suppliers, that person will automatically be disqualified from the bid process.

Bidder’s declaration 2.1 Is the bidder, or any of its directors / trustees / shareholders / members / partners or any person having a controlling interest1 in the enterprise, employed by the state? YES/NO 2.1.1 If so, furnish particulars of the names, individual identity numbers, and, if applicable, state employee numbers of sole proprietor/ directors / trustees / shareholders / members/ partners or any person having a controlling interest in the enterprise, in table below. Full Name Identity Number Name of State institution 2.2 Do you, or any person connected with the bidder, have a relationship with any person who is employed by the procuring institution? YES/NO 2.2.1 If so, furnish particulars: ................................................................................................ ................................................................................................ 2.2 Does the bidder or any of its directors / trustees / shareholders / members / partners or any person having a controlling interest in the enterprise have any interest in any other related enterprise whether or not they are bidding for this contract? YES/NO 2.3.1 If so, furnish particulars: 1 the power, by one person or a group of persons holding the majority of the equity of an enterprise, alternatively, the person/s having the deciding vote or power to influence or to direct the course and decisions of the enterprise. ........................................................................................ ........................................................................................

B-BBEE Details: 80/20 Preference point system

Enterprises 51% or more women owned 10

Enterprises 51% or more black owned 5

Enterprise owned by people with disability or 5

Youth

Maximum points 20

Please provide proof for specific goals.

Failure to submit proof for specific goals will not disqualify you but you will not score any

points for specific goals:

The following documents will be used as verification documents:

❖ BEE Certificate / Affidavit

❖ Certified Identity Document

❖ Letter from the Doctor confirming Disability

3. Objectives of the internal audit function

a) The internal Audit Activity is an independent appraisal function established within the Breede

Olifants Catchment Management Agency to examine and evaluate the economy, effectiveness

and efficiency of its activities as a service to management and the Audit Committee.

b) The primary role of the internal audit function is to assist the Agency in the effective discharge of

its responsibilities, by furnishing it with analyses, appraisals, recommendations, counsel, and

information concerning the activities reviewed.

c) According to the Public Finance Management (Act No. ) Chapter 6 Section 51, each

public entity must have an internal audit unit. This service may be outsourced if the public entity

requires assistance with its capacity.

d) To have access to different specialized expertise it was decided to outsource the internal audit

function with an internal audit service provider.

e) The service provider will assist the Water board to accomplish the internal audit service

objectives, and to assist in complying with the relevant legislation such as the PFMA, Water

services act, Treasury regulations, etc.

f) The audit activity will report directly to the Chief Executive Officer and the Audit C

Health & Safety

Source: IA Final tender 09.06.2026.pdf

a) The internal Audit Activity is an independent appraisal function established within the Breede

least consist of the following:

Pre-audit survey
Audit planning memorandum
Minutes of entrance meeting
Risk assessment document
System descriptions
Audit programs
Sampling methodology
Mechanisms for follow up on matters previously reported and feedback to the Audit Committee
Mechanism to ensure that working papers are reviewed at the appropriate level.
Record of work performed
Audit of work performed
Audit finding and recommendations
Reporting (draft internal audit report and final internal audit report)
Follow up of previous audit findings.