Supply of eight municipal finance hands-on support programme general advisors for a 36-Month contract at gauteng provincial treasury

Bidding procedure enquiries:

• Contact: Mpilonhle Buthelezi
• Email: [email protected]

Technical enquiries:

• Contact: Kgabo Moloto
• Email: [email protected]

Tender documents available from:

• https://e-tenders.gauteng.gov.za/Pages/AdvertisedOpen-Tenders.aspx
• Email: [email protected]

Submission address:

Gauteng Provincial Treasury (Reception Area)

Imbumba House

75 Fox Street

Marshalltown, Johannesburg

Submission method: sealed envelope deposited in the Tender Box at Gauteng Provincial Treasury (Reception Area), Imbumba House, 75 Fox Street, Marshalltown, Johannesburg, on or before the closing date and time.

• Bids must be submitted on the official GPG bid forms (not retyped); all required information must be completed.
• The Invitation to Bid pack has two sections (Section 1 and Section 2) which must be submitted separately, each clearly marked with the tender number and section number.
• Each bid must be in a separate sealed envelope marked with the bidder's name and address, the bid number, and the closing date.
• Faxed or emailed bids will not be accepted.
• Bids must remain valid for 120 days after closing.

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

• SBD 1 (Invitation to Bid): bidder and contact details, signed as the offer cover page.
• SBD 3.1 (Pricing Schedule – firm prices): completed per item, stating firm prices and delivery periods.
• SBD 4 (Declaration of Interest): discloses whether any director/shareholder is employed by the state or connected to the procuring institution; false declarations disqualify.
• SBD 6.1 (Preference Points Claim): claims preference points for South African-owned entities.
• SBD 7 (Contract Form): successful bidder must sign a written contract.
• Personal Information Processing Consent form: consents to the department processing personal information under POPIA.
• Proof of authority to sign (e.g., company resolution).

Disqualification risks:

• Late bids, regardless of reason.
• Any returnable form left unsigned or omitted.
• Bids not on official forms or retyped.
• Bids qualified by the bidder's own conditions.

Evaluation stages:

• Stage 1A: Administrative compliance – bidders must complete and attach all compulsory documents, failing which the bid is not considered.
• Stage 1B: Technical evaluation – 100 points allocated; threshold not stated in the extract.
• Stage 1C: Interviews/presentations – 100 points allocated; threshold not stated in the extract.
• Bidders failing Stage 1 minimum requirements are automatically eliminated.

Stage 2: Price and preference points (specific goals):

• Bid price: 80 points
• Preference points (specific goals): 20 points
• Total: 100 points

Specific goals: 20 points for South African-owned entities.

Preference point system: 90/10 or 80/20 – the applicable system is not clearly marked in the extract.

The department requires the appointment of service providers to supply 8 General Advisors to be placed via the Municipal Finance Hands-on Support Programme (MFHSP) in 8 Gauteng delegated municipalities.

Advisors will provide professional services and technical support to strengthen GPT's oversight, monitoring and support of local government financial management.

Placement municipalities:

• Emfuleni Local Municipality
• Lesedi Local Municipality
• Midvaal Local Municipality
• Merafong City Local Municipality
• Mogale City Local Municipality
• Rand West City Local Municipality
• West Rand District Municipality
• Sedibeng District Municipality

Scope of work – key focus areas:

• Institutional support
• Supply chain management
• Asset management
• Accounting and audit
• Budget and revenue management

Activities per focus area include:

• Institutional support: conduct baseline assessments, develop and facilitate adoption of the MFM Support Plan, stakeholder engagements, capacity building of municipal and GPT staff.
• Supply chain management: review and align SCM policies, SOPs and bidding documents; establish contract management processes and registers; ensure SCM compliance; support value-for-money procurement.
• Asset management: review and update asset management policies, SOPs, asset and maintenance plans; ensure GRAP-compliant asset accounting and mSCOA integration.

GPT reserves the right to deploy advisors at its discretion based on municipal needs.

The evaluation methodology is structured in stages: Stage 1A administrative compliance, Stage 1B technical evaluation (100 points), Stage 1C interviews/presentations (100 points), and Stage 2 price and preference points (80/20 split). Bidders failing Stage 1 minimum requirements are eliminated. Full details are in the tender document.

The department seeks service providers that are highly qualified, skilled and experienced General Advisors. The provider must supply 8 advisors to be placed in 8 Gauteng delegated municipalities. No specific years of experience or qualification thresholds are stated in the extract.

If samples are called for, the successful bidder may be required to submit pre-production samples to the SABS or a designated testing authority within 30 days of request. If samples pass on first attempt, testing costs are for the department; if corrections are required, the bidder pays and must resubmit within 21 days. Failure to deliver samples to standard may lead to contract cancellation.

Complete SBD 3.1 (Pricing Schedule – firm prices) per item; firm prices and delivery periods are preferred. If non-firm prices are offered, complete SBD 3.2 (Non-Firm Prices per item) per item. Prices must be quoted in South African currency except for imported goods. Packaging costs are for the bidder's account. For supplies requiring installation/erection/assembly, prices must include all costs on a 'delivered on site' basis. SBD 5 (National Industrial Participation Programme Form) is only required if imported component exceeds US$10 million.

Pricing format:

• Complete SBD 3.1 (Pricing Schedule – firm prices) per item; firm prices and delivery periods are preferred.
• If non-firm prices are offered, complete SBD 3.2 (Non-Firm Prices per item) per item.
• Prices must be quoted in South African currency, except for imported goods where foreign currency information must be supplied.
• Packaging costs (if applicable) are for the bidder's account and must be included in the bid price.
• Delivery basis: for supplies requiring installation/erection/assembly, prices must include all costs on a 'delivered on site' basis.

No bid security, bonds, guarantees, retention or payment terms are stated in the extract.

Tax compliance:

• Bidders must be tax compliant and submit a SARS Tax Compliance Status (TCS) PIN, or a printed TCS certificate, or a CSD number if registered on the Central Supplier Database.
• For consortia/joint ventures/subcontractors, each party must submit a separate TCS certificate/PIN/CSD number.
• Bidders must not be persons in the service of the state, nor have directors/members who are.
• Bidders must not be listed on the Register for Tender Defaulters or the List of Restricted Suppliers.

B-bbee:

• Preference points are claimed via SBD 6.1 for South African-owned entities (20 points).
• No specific B-BBEE level or certificate requirement is stated in the extract.

Other:

• Bidders must complete the Bidder's Disclosure (SBD 4) and the Personal Information Processing Consent form.
• Foreign suppliers must answer the questionnaire on residency, branch, permanent establishment, source of income and tax liability in South Africa.

The Gauteng Provincial Government supports the Proudly South African Campaign and encourages procurement of local products produced with sound labour relations and high environmental standards.

The successful bidder must sign a GPG Contract upon award. The contract is subject to the General Conditions of Contract (GCC) 2010 and any special conditions. The bid is subject to the Preferential Procurement Policy Framework Act and regulations. The department accepts no liability for damages from use of the specification document. Compliance with the specification does not confer immunity from legal obligations.