Internal audit services for breede-olifants catchment management agency (36-Month contract)

• Issue date: 12 June 2026 (documents available from 14:00).
• Closing date & time: 09 July 2026, 14:00.
• Deadline for written enquiries: 01 July 2026.
• Validity of price: 120 days from closing date.

• Ms Noxolo Mafanya – SCM Officer, Tel: 023 346 8000, Email: [email protected]
• Mr Thobani Khoza – SCM Practitioner, Tel: 023 346 8000, Email: [email protected]
• Only these contacts may be used for technical or supply‑chain enquiries.

• Submit one original bid sealed in an envelope marked “BOCMA RFB 2026/01 – INTERNAL AUDIT SERVICES FOR BREEDE‑OLIFANTS CMA” plus four clear copies.
• Deliver bids to the tender box at the BOCMA reception (Cnr Mountain Mill & East Lake Road, Worcester) or post to: Attention: Acting CEO, BOCMA, Private Bag X3055, Worcester, 6850.
• All bids must be received no later than 14:00 on 09 July 2026. Late, faxed, telexed or e‑mailed submissions will be rejected.
• Register the delivery in the Lodging Sheet (name of deliverer, number of copies, date and time) and sign the sheet.
• Complete and attach all returnable SBD schedules (SBD 1 Invitation, SBD 3.3 Pricing, SBD 4 Declaration of Interest, SBD 6.1 Preference Points Claim).
• Include a valid Tax Clearance PIN/CSD registration, company registration documents, audited financial statements and a board resolution.
• Only the SCM contacts listed may be approached; any other contact may lead to immediate disqualification.
• Bids are non‑refundable and the bidder bears all preparation costs.

Request for Bid (RFB) documents can be downloaded on e-Tender Portal and at the Breede-Olifants Catchment Management website (www.breedegouritzcma.co.za). Documents will be available from 14H00 on the 12 June 2026

“Bocma RFB 2026/01 “internal audit services for breede-olifants catchment management agency for a period of 36 months”.

document. The closing date and time for the receipt of completed bids is 09 July 2026 before 14h00.

deemed null and void and shall be considered non-responsive. Respondents must include their Tax Compliance Pin Number and/ or CSD Registration printout with their submissions in order to be considered.

Bids should be submitted enclosed in a sealed envelope marked (BOCMA RFB2026/01) Bids for Internal Audit Services and deposited into the tender box at the reception of Breede-OLIFANTS Catchment Management Agency offices, Corner of Mountain Mill & East Lake Road

Or

Post it to: Attention: Acting: Chief Executive Officer, BOCMA RFB2026/01 Bid for Internal Audit Services; Private Bag X3055, Worcester, 6850

• Phase 1 – Pre‑qualification: Verify mandatory documents (Tax PIN, CSD, SBD 1, 4, 6.1, company registration, audited financials). Failure results in automatic disqualification.
• Phase 2 – Technical Functionality: Score on three criteria – Company Experience (35 pts), Team Capability (35 pts), Project Plan & Methodology (30 pts). Minimum 70 % required to proceed.
• Phase 3 – Pricing & Specific Goals: Apply the 80/20 PPPFA point system (Price = 80 pts, Specific Goals = 20 pts). Specific‑goal points are awarded only if the bidder submits the required proof (BEE certificate/affidavit, ID document, disability letter).
• Preference points are granted for B‑B‑BEE status: ≥51 % women‑owned (10 pts), ≥51 % black‑owned (5 pts), disability‑owned (5 pts), youth‑owned (5 pts). Total possible points = 100.
• Bids scoring below the 70 % technical threshold, or missing any mandatory requirement, are deemed non‑responsive.

Scope of Work:

• Develop a 3‑year internal audit strategic plan and an annual risk‑based audit plan.
• Perform audits covering financial, performance, operational, supply‑chain, revenue, compliance, forensic, IT/CAATs, HR and risk management, in line with IIA standards and GRAP.
• Deliver audit deliverables for each assignment: pre‑audit survey, audit plan, entrance‑meeting minutes, risk assessment, audit programme, sampling methodology, working papers, findings, recommendations, draft and final reports, and follow‑up reports.
• Provide summary reports to the Audit Committee, attend committee/management meetings, and advise on risk mitigation and control improvements.
• Conduct computer‑based audits and ensure synergy with external auditors.
• Implement a formal skills‑transfer and mentorship programme for BOCMA staff.
• Capacity to handle special audit projects and provide value‑added advisory services.

• Submit an organogram showing the audit team structure and allocated staff.
• Provide CVs of key personnel (Project Director/Partner, Internal Audit Manager, Auditors, IT and Risk specialists).
• Include a detailed project plan with milestones, timelines, deliverables and quality‑assurance measures.
• Attach sample internal audit reports and demonstrate use of electronic audit tools (CAATs, ACL, etc.).
• Outline the methodology for risk‑based audit selection, sampling, testing and reporting.

• Minimum 10 years experience for Project Director/Partner and Internal Audit Manager; 6‑9 years for senior auditors; relevant professional qualifications (CIA, CA(SA), CISA, CRMA/IRMSA).
• Provide at least three reference letters from public‑sector clients covering a minimum of 12 months of audit work.
• Attach an organogram indicating the role of each team member.
• Demonstrate capacity to service BOCMA’s four offices and the 36‑month engagement.

• Develop a three‑year internal audit strategic plan and an annual risk‑based audit plan.
• Perform risk‑based audits in accordance with IIA standards and GRAP.
• Conduct computer‑based audits, including CAATs, ACL and cyber‑security reviews.
• Provide final audit reports with recommendations and agreed management actions.
• Deliver summary reports to the Audit Committee and attend relevant meetings.
• Ensure work‑paper review at appropriate levels and maintain a formal quality‑assurance process.
• Coordinate with external auditors to avoid duplication of effort.
• Implement a skills‑transfer and mentorship programme for BOCMA staff.

• Provide hourly rates (incl. overheads and VAT) for each staff grade and specialist service.
• Include a typical percentage breakdown of total project hours by staff grade.
• Submit the budgeted hours and amounts for each audit area for Years 1‑3 (total 1 474 hours).
• Show VAT separately on the price schedule.
• Prices are fixed for 120 days from the closing date.

• Submit a Pricing Schedule (SBD 3.3) with hourly rates (inclusive of overheads and VAT) for each staff grade and specialist service.
• Provide a typical percentage breakdown of total project hours by staff grade.
• Include budgeted hours and amounts for each audit area for Years 1‑3 (total 1 474 hours).
• Prices must be all‑inclusive; no separate travel allowance.
• Invoices must be supported by deliverables (audit reports) and submitted in original form before payment.
• Payment terms: net 30 days from receipt of a valid invoice; no advance payments.
• Prices must remain valid for 120 days from the closing date.

Mandatory compliance documents:

• Valid Tax Clearance PIN (or Tax Compliance Status print‑out).
• CSD registration number.
• Completed and signed SBD 1, SBD 4 (Declaration of Interest) and SBD 6.1 (Preference Points Claim).
• Company registration certificate (CIPC).
• Audited financial statements for the last three years (signed by an independent auditor).
• COIDA certificate.
• Board resolution authorising the bid.
• B‑B‑BEE verification (certificate/affidavit) if claiming specific‑goal points.
• No directors or shareholders may be public‑service employees; compliance with Regulation 13(c) PFMA.

Failure to provide any of the above results in a non‑responsive bid.

Specific‑goal points (max 20) are awarded for:

• Women‑owned enterprise ≥51 % (10 pts)
• Black‑owned enterprise ≥51 % (5 pts)
• Disability‑owned enterprise (5 pts)
• Youth‑owned enterprise (5 pts)

Proof required: BEE certificate/affidavit, certified ID document and, where applicable, a medical letter confirming disability.

• All audit activities must follow the BOCMA OHS policies and applicable legislation.
• Auditors must conduct risk assessments before field work and use appropriate personal protective equipment.
• Incident reporting procedures must be followed and documented.
• No hazardous substances may be introduced into BOCMA premises without prior approval.

• Contract duration: 36 months from the date the Service Level Agreement (SLA) is signed; renewable annually subject to performance review.
• SLA will be negotiated and signed by both parties.
• The contract may be terminated for poor performance or any valid reason, with notice as stipulated in the SLA.
• All invoices must be submitted with supporting deliverables; payment within 30 days of receipt.
• Prices are fixed for 120 days from the closing date.
• The bidder must comply with all applicable legislation (PPPFA, PFMA, Public Service Regulations, etc.).
• Breach of the contract may result in penalties, recovery of costs, or disqualification from future tenders.

All returnable SBD schedules (1, 3.3, 4, 6.1) must be completed. Submissions are non‑refundable, must be received by 14:00 on 09 July 2026, and late or electronic submissions will be rejected. The BOCMA reserves the right to accept any compliant bid, not necessarily the lowest.

• Completed and signed SBD 1, SBD 4 and SBD 6.1.
• Valid Tax Clearance PIN or CSD registration.
• Company registration certificate (CIPC).
• Audited financial statements for the last three years.
• COIDA certificate.
• Board resolution authorising the bid.
• All documents must be submitted as part of the five‑copy bid package.

• Preference given to bidders complying with BOCMA SCM Policy and PPPFA regulations.
• Technical functionality must reach at least 70 % before the 80/20 price‑specific‑goal scoring is applied.
• Final score = Price (80 pts) + Specific Goals (20 pts).