What are the submission requirements for this tender (Ref: MISA/TAP/IDMS/009/2026/27)?

• 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.

How will bids be evaluated?

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What are the technical specifications?

• 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. • Key personnel required include: Project Leader, Financial Expert, Economic Analysts, Technical/Engineering Advisor, and Legal Expert. • Experience must be demonstrated through appointment letters/purchase orders with corresponding proof of successful project packaging and business case development where funding was mobilised.

What financial requirements apply to bidders?

• 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.

What compliance and legal requirements must bidders meet?

• Mandatory Eligibility Criteria: 1. Joint Ventures/Consortia must submit a signed Joint Venture agreement. 2. Must be registered under the Companies Act, Close Corporation Act, or have a valid partnership agreement. 3. Foreign qualifications require a SAQA evaluation report. 4. No documents with correction fluid; corrections must be struck through and initialled. 5. 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.

What are the important dates and deadlines for this 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.

Who should be contacted for queries about this tender?

• For bidding procedure enquiries: Contact Ms M. Batyi or Ms Mandy Batyi at 012 848 5300 or tenders@misa.gov.za. • For technical enquiries: Contact Ms Goabi Moiloa at 012 848 5300 or tenders@misa.gov.za. • 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.

MISA Panel of Transactional Advisors Tender

DocumentMISA.TAP.IDMS.009.2026.27 Appointment of Panel of Transactional Advisory.pdfReview complete

Description

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.

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.
Key personnel required include: Project Leader, Financial Expert, Economic Analysts, Technical/Engineering Advisor, and Legal Expert.
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.

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

Eligibility Criteria

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

Eligibility Criteria

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Regulatory Bodies

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Broad-Based Black Economic Empowerment Act (B-BBEE Act)

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