Outsourced internal audit services for overberg water board — 36-Month contract

• Documents available for download: 12 August 2026 at 12h00, via the e-Tender Portal and the Overberg Water website (www.overbergwater.co.za).
• Enquiries deadline: 24 August 2026 at 17h00. Enquiries after this date will not be considered.
• Closing date and time: 04 September 2026 at 12h00.
• Proposal presentation window: the service provider must be available to present its proposal to the Water Board for 90 days after the closing date. No compulsory briefing or site meeting is scheduled.

Proposal Presentation: The Service Provider must be available for 90 days after the tender closing date to present its proposal to the Water Board. It must be specifically noted that this presentation aims to provide insight into the components of the Service Provider's proposal, and Overberg Water will not pay a pitch or preparation fee to any bidder. The bidder MUST include all components of their presentation in the submitted bid.

SCM contact:

• Mr. Ayabulela Booi, Supply Chain Management Unit.
• Email: [email protected]
• Phone: 021 851 2155

Technical contact:

• Ms. Andisiwe Sigaba, Accountant.
• Email: [email protected]
• Phone: 021 851 2155

Submission address:

• Reception Desk, Overberg Water Board's Corporate Office, Trident Park 3, Ground Floor, 1 Niblick Way, Somerset West, Cape Town.

All enquiries must be in writing and directed only to the contacts above. Enquiries to any other address will not be considered and may lead to disqualification.

How and where to submit:

• One original completed bid in a sealed envelope, clearly marked with the bid number and description, delivered to the Reception Desk at Overberg Water Board's Corporate Office, Trident Park 3, Ground Floor, 1 Niblick Way, Somerset West, Cape Town.
• The person delivering must register the submission in the Lodging Sheet at Reception, recording name, number of copies, time, date, and signature.
• Telegraphic, telexed, faxed, and e-mailed submissions are not accepted.
• Late submissions are not considered under any circumstances.
• Tender prices must remain valid for 120 days from the closing date.
• No preparation or submission costs will be reimbursed.
• Public liability for any claims, damages, or accidents arising from the contract rests with the bidder.

Returnable forms and documents (all must be completed, signed, and submitted with the bid):

• SBD 1 (Invitation to Bid): bidder identification and offer cover page.
• SBD 3.2 (Pricing Schedule): hourly rates and budgeted hours.
• SBD 4 (Declaration of Interest): discloses whether any director or shareholder is employed by the state or connected to the procuring institution.
• SBD 6.1 (Preference Points Claim Form): claims B-BBEE points under the PPPFA.
• B-BBEE certificate or sworn affidavit (EME/QSE).
• CSD report.
• Certificate of authority for signatory.
• ID copy of the authorised signatory.
• CIPC certificate.
• Board resolution authorising the signatory (or JV resolution if applicable).

Disqualification triggers:

• Failure to complete any mandatory information.
• Contact with Overberg Water personnel outside the named contacts before award.
• Misrepresentation of capability or empowerment credentials.
• Failure to submit a JV agreement where the bid is from a joint venture.

Phase 1: Administrative Requirements - Returnable Schedules (all schedules must be completed and returned by the supplier when submitting the offer): SBD1 (Invitation to Bid) - must be completed in full and signed off; the date on this form must be a date which is within the bid advert period. Returnable Schedule 2 - Pricing Schedule: Bidders are required to complete the applicable form in full and ensure that the amounts in the document are properly calculated. The total amount (inclusive of VAT) as reflected herein will be regarded as the Total Bid Price. Bidders who are not VAT Vendors are not allowed to charge VAT. Bidders are required to constantly verify their TAX Status on CSD to ensure that their tax matters are in order. SBD4 (Declaration of Interest) - must be completed in full. Bidders' attention is drawn particularly to paragraph 2.3 which requires the bidder to disclose if the company or any of its directors have interest in other companies whether they have bidded or not. Information captured must be in line with what is captured in the CSD report. SBD 6.1 (Preference Points Claim Form) - must be completed in full; information captured must be aligned to information contained in the CSD Reports. BBBEE Certificate/Sworn affidavit - Bidders are required to submit a valid BBBEE Certificate or sworn affidavit. CSD Report - Bidders are requested to provide copies of registration on CSD Report. Certificate of authority for signature - Different forms are attached; Bidders are required to only complete one form which is relevant to their situation. Copy of an Identity document of the authorized individual - The ID copy to be attached should be that of a person authorized to represent the Supplier/Service provider as per the completed certificate of authority for signatory form. Copy of Company's CIPC Certificate - Bidders are required to attach copies of the CIPC Certificates. Structure of Proposal: The bid must be structured in the following sequence when submitted. Each section/heading must be clearly marked for ease of reference: 1. Company Profile/s; 2. Proposal; 3. Implementation Plan; 4. Organogram; 5. CV's; 6. Project Experience (Portfolio of Evidence); 7. Compulsory Documents (Checklist); 8. Special Conditions of Tender; 9. Functionality assessment; 10. Presentation; 11. Pricing Schedule.

Evaluation follows four phases in sequence: Administrative, Mandatory Requirements, Functionality, and Price and Specific Goals.

Scoring split (80/20 preference points system under the PPPFA Preferential Procurement Regulations 2022):

• Functionality: 100 points maximum, minimum threshold of 75% to advance to Phase 4.
• Price: 80 points (lowest acceptable bid scores 80).
• Specific Goals (B-BBEE): 20 points.

Rating scale used throughout: 1 = poor, 2 = average, 3 = good, 4 = very good, 5 = excellent.

Phase 3 functionality criteria and weights:

• Company Experience: minimum five positive reference letters from water sector or public sector clients required to be considered; scored on years of internal audit experience in the government/public sector.
• Team Capabilities (eight roles, each scored on years of relevant public-sector audit experience): SCM Auditor, HR Auditor, Operations Auditor, Finance Auditor, IT Auditor, Performance Auditor, Project Director/Manager, Internal Audit Manager.
• Project Plan and Methodology (weight 10): scored on coverage of five requirements (sufficient hours per assignment, rolling audit plan with timelines, coverage of quarterly and ad hoc audits, sample internal audit reports, demonstration of technology/CAATs and fraud investigation capability).

Bidders scoring below 75 on functionality, or failing to meet the minimum on any criterion, are disqualified and do not proceed to price evaluation.

Scope: outsourced internal audit function for Overberg Water Board for a 36-month period, reporting directly to the Chief Executive Officer and the Audit Committee.

Audit services required (each accounting cycle audited every quarter):

• Financial auditing across all accounting cycles.
• Performance auditing.
• Operational audits.
• Supply chain management and compliance audits.
• Compliance auditing.
• Follow-up audits.
• Forensic auditing.
• Project assurance.
• Combined assurance audits.
• IT auditing, including general IT controls, application controls, Computer Aided Auditing Techniques (CAATs), cyber security, and business continuity reviews.

All reviews must comply with the International Standards for the Professional Practice of Internal Auditing and the Code of Ethics of the Institute of Internal Auditors.

Required deliverables and functions:

• Three-year internal audit strategy plan, coordinated with internal and external assurance providers.
• Detailed risk-based annual plan with scope for each assignment.
• Proposed timeline and annual budgets for the project duration.
• Risk-based internal audit control and compliance reviews.
• Computer-based audits.
• Performance review audits.
• Final reports with findings, recommendations, and agreed management corrective action.
• Risk mitigation and control advice to management, with summary reports to executive management and the audit committee.
• Attendance at audit committee and executive management meetings.
• Annual conclusion on the audited control environment.
• Review of interim and annual financial statements for GRAP compliance.
• Immediate reporting of serious control defects, fraud, or irregularities to the CEO and/or Audit Committee only.
• Coordination with external auditors and other assurance providers to avoid duplication.
• Formal skills transfer to relevant Water Board staff.
• Capacity to handle special internal audit projects.
• Mentorship of internal audit interns and staff tasked with internal audit functions.

Project location: Overberg Water region, covering the head office in Somerset West and satellite schemes at Caledon (Ruensveld West), Swellendam (Ruensveld East), and Heidelberg (Duivenhoks).

4. Organogram

5. CV’s

6. Project Experience (Portfolio of Evidence)

7. Compulsory Documents (Checklist)

8. Special Conditions of Tender

9. Functionality assessment

10. Presentation

11. Implementation Plan

tasks per audit. Methodology must include a rolling audit plan with clear

timelines.

• Plan must cover normal audits to be performed per quarter as well as ad hoc

audits.

• Bidder must provide a sample of internal audit reports. Plan should consider

that the entity does not have any internal resources in relation to internal

audit 10

• Bidder must demonstrate an understanding of the scope of work. Detailed

• Bidder must demonstrate how technology will be used to enhance the audit

process and add value to it. Bidder must demonstrate knowledge of CAATs

and fraud investigations

No project plan and methodology. 1

Project plan provided with no clear timelines/hours, audit rolling plan, 2

technology/CAAT and fraud audits, different audit assignments & sample of internal

audit reports.

Plan covered three out of five requirements of the mandatory project plan. 3

Plan covered four out of five requirements of the mandatory project plan. 4

Plan covered five out of five requirements of the mandatory project plan. 5

Phase 4: Pricing and BEE Evaluation

5. CV’s
6. Project Experience (Portfolio of Evidence)
7. Compulsory Documents (Checklist)

sector and/or public sector. Bidder must firstly produce a minimum of five positive

reference letters from previous water sector clients and/or public government sector

clients to be considered for evaluation of this criteria, secondly the reference letters

must be used to quantify number of years of experience in providing internal audit

services in the government/public sector.

(Only bidders that have provided a minimum of 5 reference letters will be

considered for this criteria)

< than 5 years’ experience 1

5-6 years’ experience 2

7-8 years’ experience 3

9-10 years’ experience 4

10 years’ experience 5

the qualification and CV will be resulting bidder being considered as non-

responsive for this tender.

< than 5 years’ experience 1

6-7 years’ experience 2

7-8 years’ experience 3

9-10 years’ experience 4

10 years’ experience 5

g) Project Director/manager

Must be either a qualified CA/SA with a minimum of five years’ experience in

overseeing internal audit related projects in the water sector and/or government

public sector.

Please include comprehensive CV detailing the abovementioned 15

experience. Failure to include valid copy of the qualification and CV will be

resulting bidder being considered as non-responsive for this tender.

< than 5 years’ experience 1

5-6 years’ experience 2

7-8 years’ experience 3

9-10 years’ experience 4

10 years’ experience 5

h) Internal audit manager

Must be a either a qualified CIA with a minimum of five years’ experience in managing

internal audit related projects in the water sector and/or government public sector.

experience. Failure to include valid copy of the qualification and CV will be 15

resulting bidder being considered as non-responsive for this tender.

< than 5 years’ experience 1

5-6 years’ experience 2

7-8 years’ experience 3

9-10 years’ experience 4

10 years’ experience 5

• The consultant’s internal audit experience is preferably in the water sector and/or public government

sector.

• At least five years of experience in conducting audits required (See Scope of Work paragraph);
• Attach organogram with staff indicated that will be allocated to OB
• Capacity to service Overberg Water Board

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

auditors/Directors).

• Partners/Directors – CIA or CA with at least 5 years’ experience
• Manager/s – Qualified professional Auditors with at least 5 years’ experience
• IT specialized auditor/s with CISA and with at least 5 years’ experience

11 Project Location

The location of the project is the area covered by the Overberg Water.

12 important backround information

Overberg water is situated at the Overberg Water region with its head office in Somerset west.

We have around 1000 customer base. The estimated number of creditors is around 400. We have

around 106 employees in total. For detail financial information and non-financial information please

check our latest annual report.

13 proposal presentation

The Service Provider must be available for 90 days after the tender closing date to present its proposal

to the Waterboard. It must be specifically noted that this presentation aims to provide insight into the

components of the Service Provider’s proposal, and Overberg Water will not pay a pitch or preparation

fee to any bidder. The bidder MUST include all components of their presentation in the submitted bid.

14 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.

15 supplier due diligence

Misrepresentation of information presented to Overberg Water, be it on capability statement or

empowerment credentials, will also lead to disqualification of the respondent. Reserves the right to conduct

supplier due diligence prior to final award or at any time during the contract period. This may include site

visits and requests for additional information. Furthermore, OWB reserves or its authorised representatives to

conduct a “due diligence” on tender(s) regarding the Bidder’s legal and empowerment status, technical

ability, creditworthiness, security clearance, teams’ capability etc. By submitting a tender, bidder (s)

undertakes to cooperate fully in this regard, within two days of receiving notification from OWB.

11. Pricing Schedule

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

RETURNABLE SCHEDULE 1: Invitation to Bid (SBD 1)

RETURNABLE SCHEDULE 2: Pricing Schedule (SBD 3.2)

RETURNABLE SCHEDULE 3: Declaration of Interest (SBD 4)

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

Returnable schedule 2 – price schedule

estimated hours as indicated below. Financial proposals 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). The rates

below are indicative the award will be based on the total budget after considering if the hours will be

sufficient to cover the scope of work.

Item (where applicable) Hourly Rate (including overheads and

VAT)

2.1 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 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 risk.

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

SIGNED at (place) on the day of (month), 20 .

Pricing structure:

• Hourly rates per role, inclusive of overheads and VAT, exclusive of disbursements and related VAT.
• VAT must be shown separately on the price schedule.
• Costing must be all-inclusive; no separate travel allowance will be claimed.
• Payment is made per deliverable.
• Tender validity: 120 days from the closing date.
• Failure to quote on all items in the pricing schedule renders the bid non-responsive.

Hourly rate roles required: Project Director/Manager, Internal Audit Manager, SCM Auditor, HR Auditor, Operations Auditor, Finance Auditor, IT Auditor, Performance Auditor, and Specialists (e.g. tax, technical).

Indicative budgeted hours across the three-year contract total 4,889 hours, distributed across audit areas including:

• Accounts receivables linked with billing/revenue: 320 hours.
• Cash management, petty cash and investment: 120 hours.
• Accounts payables linked with SCM: 352 hours.
• Expenditure management and payroll: 300 hours.
• SCM and compliance including inventory: 534 hours.
• Assets management: 328 hours.
• Irregular expenditure, fruitless and wasteful: 285 hours.
• Corporate governance: 80 hours.
• Human resource and performance management: 250 hours.
• Strategic planning and quarterly performance information (AOPO): 250 hours.
• Operational audits including technical audits and projects: 300 hours.
• Other compliance matters: 220 hours.
• Follow-up audits: 150 hours.
• Combined assurance audits (review of interim and annual financial statements): 200 hours.
• IT audits (all controls, at least two audits per year): 300 hours.
• Ad hoc/special audits (at least four): 350 hours.
• Internal audit plan: 40 hours.
• Auditor and board meetings (10 per annum, maximum 3 hours each): 60 hours.
• Enterprise-wide risk management: 120 hours.
• Interim and annual stock take: 80 hours.
• Other: 250 hours.

Bidders must also provide a typical team composition mix as a percentage of total person-hours billed on a typical job.

No bid bond or performance guarantee is specified.

Mandatory requirements (failure to meet any results in the bid being deemed null and void and non-responsive):

• Detailed company profile.
• Audited financial statements for the last three financial years (2022/23 to 2025), signed off by an IRBA-registered auditor.
• Valid COIDA certificate.
• Valid proof of CA(SA) certification from SAICA.
• Valid proof of CIA certification from IIA.
• Valid proof of CISA certification from ISACA.
• Organogram clearly outlining resources for each of the eight required roles: SCM Auditor, HR Auditor, Operations Auditor, Finance Auditor, IT Auditor, Performance Auditor, Project Director/Manager, and Internal Audit Manager.

Administrative compliance:

• Registration on the Central Supplier Database (CSD) with a valid tax compliance status PIN.
• Valid B-BBEE Status Level Verification Certificate from a SANAS-accredited agency, or a sworn affidavit from the Commissioner of Oath for EMEs confirming turnover and black shareholding.
• Compliance with PFMA Regulation 13(c): no public service employee may conduct business with an organ of state unless listed in PFMA Annexures 2 or 3.

Joint ventures:

• A JV agreement must be submitted with the bid; failure to do so leads to disqualification.
• Each JV party must submit a separate tax compliance status PIN or CSD number.

Supplier due diligence:

• Overberg Water reserves the right to conduct due diligence on legal status, empowerment credentials, technical ability, creditworthiness, security clearance, and team capability at any time before award or during the contract. Bidders must cooperate within two days of notification.

Bidders must submit a valid BBBEE Verification Certificate from a SANAS Accredited Verification Agency in order to be eligible for empowerment points. The Exempted Micro Enterprises (EME) may submit a sworn affidavit from the Commissioner of Oath confirming its turnover and black shareholding. The 80/20 preference points system as prescribed in the Preferential Procurement Regulations, 2022 pertaining to the Preferential Procurement Policy Framework Act (PPPFA) will be applied. The lowest acceptable bid will score 80 points for price and a maximum of 20 points will be awarded for attaining the specific goals. A B-BBEE Status Level Verification Certificate/Sworn Affidavit (for EMEs & QSEs) must be submitted in order to qualify for preference points for B-BBEE.

Board for period of 36 months. Procurement Number: RFP OW- 011/2026/27

Overberg Water Board is a Schedule 3B Public Entity established in terms accordance with the Water Services

1 background

The Overberg Water Board was established in 1993 with the amalgamation of Duivenhoks and

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

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
• Follow up of previous audit findings.

ensure that their tax matters are in order

SBD4 C This document must be completed in full. Bidders' attention is

drawn particularly to paragraph 2.3 which requires

the bidder to disclose if the company or any of its

directors have interest in other companies whether

they have bidded or not. Bidders are required to

provide all information. Should a bidder have more

companies to declare, such information can be

provided on a separate sheet in the format

prescribed in the form and be attached to the SBD 4.

least 3 years in conducting internal/external audits in the public sector with a specific

focus on water quality, health and safety, asset management, metering, and water

losses.

(c) Failure to complete all supplementary information will result in submissions being deemed null

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

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

document shall be placed in sealed envelopes clearly marked. “RFP OW 011/2026/27 –

“Appointment of internal auditor in accordance with the given scope for Overberg Water Board

for period of 36 months” at the Reception desk of Overberg Water Board’s Corporate Office,

Trident Park 3, Ground Floor, 1 Niblick Way, Somerset West, Cape Town;

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

register their submissions in the Lodging Sheet at the Reception Desk of the above-mentioned

and who will sign as follows:

(Speciman signature)

be, and is hereby, authorized to sign the Tender and any and all other documents

and/or correspondence in connection with and relating to the Tender, as well as to sign

any contract, and or all documentation resulting from the award of the Tender to the

enterprise mentioned above.

Note: The resolution must be signed by all the directors or members / partners of

the bidding enterprise. Should the space provided below not be sufficient for all the

directors to sign, please provide a separate sheet in the same format below.

et executandi for all purposes arising from this joint venture agreement and

contract with Overberg Water in respect of the project under item 1:

(Physical Address)

Note: The resolution must be signed by all the directors or members / partners of the

bidding enterprise. Should the space provided below not be sufficient for all the directors to

sign, please provide a separate sheet in the same format below.

a) SCM Auditor:

Must have a degree/diploma in finance or internal audit and at least 3 years in

conducting internal/external audits in the public sector. Experience must include a 5

specific focus on supply chain management in the public sector covering the audit of

competitive bidding, request for quotations, contract management and irregular

expenditure in the public sector. Please include comprehensive CV detailing the

abovementioned experience. Failure to include valid copy of the qualification

and CV will be resulting bidder being considered as non-responsive for this

tender.

< than 3 years’ experience 1

4-6 years’ experience 2

7-8 years’ experience 3

9-10 years’ experience 4

10 years’ experience 5

b) HR Auditor:

Must have a degree/diploma in finance or internal audit and at least 3 years in

conducting internal/external audits in the public sector. Experience must include a

specific focus on human resources management in the public sector covering the audit

of renumeration (payroll), leave, performance management, recruitment, selection and 5

terminations in the public sector. Please include comprehensive CV detailing the

abovementioned experience. Failure to include valid copy of the qualification

and CV will be resulting bidder being considered as non-responsive for this

tender.

< than 3 years’ experience 1

4-6 years’ experience 2

7-8 years’ experience 3

9-10 years’ experience 4

10 years’ experience 5

c) Operations Audit

experience. Failure to include valid copy of the qualification and CV will be

resulting bidder being considered as non-responsive for this tender.

< than 3 years’ experience 1

4-6 years’ experience 2

7-8 years’ experience 3

9-10 years’ experience 4

10 years’ experience 5

d) Finance auditor

Must have a degree/diploma in finance or internal audit and at least 3 years in

conducting internal/external audits in the public sector. Experience must include a

specific focus on the conducting audits on the revenue and receipt cycle, accounts 5

payable, asset management in the public sector. Please include comprehensive CV

detailing the abovementioned experience. Failure to include valid copy of the

qualification and CV will be resulting bidder being considered as non-

responsive for this tender.

< than 3 years’ experience 1

4-6 years’ experience 2

7-8 years’ experience 3

9-10 years’ experience 4

10 years’ experience 5

e) IT auditor

Must be a Certified Information Systems Auditor with at least 3 years in conducting IT

internal/external audits in the public sector. Experience must include a specific focus

general and application controls including cyber security. Please include 5

comprehensive CV detailing the abovementioned experience. Failure to include

valid copy of the qualification and CV will be resulting bidder being considered

as non-responsive for this tender.

< than 3 years’ experience 1

4-6 years’ experience 2

7-8 years’ experience 3

9-10 years’ experience 4

10 years’ experience 5

f) Performance auditor

Must have a degree/diploma in finance or internal audit and at least 5 years in

conducting internal/external audits in the public sector. Experience must include a

specific focus assessing the reliability, measurability, relevance of performance 5

information and related controls in the public sector. Please include comprehensive

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

(l) Public Liability - Overberg Water 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.

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

bid).

several liability with parties under item 1 above for the fulfillment of the

obligations of the joint venture deriving from, and in any way connected with

the contract to be entered into with the Overberg Water in respect of the project

described above under item 1.

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

Returnable schedules

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

RETURNABLE SCHEDULE 1: Invitation to Bid (SBD 1)

RETURNABLE SCHEDULE 2: Pricing Schedule (SBD 3.2)

RETURNABLE SCHEDULE 3: Declaration of Interest (SBD 4)

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

Terms and general conditions

(a) All submissions must be received by the OVERBERG WATER no later than Friday 04th of

September 2026 at 12h00. Respondents must submit their proposals 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 Overberg

Water and will not be returned.

(c) Failure to complete all supplementary information will result in submissions being deemed null

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

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

document shall be placed in sealed envelopes clearly marked. “RFP OW 011/2026/27 –

“Appointment of internal auditor in accordance with the given scope for Overberg Water Board

for period of 36 months” at the Reception desk of Overberg Water Board’s Corporate Office,

Trident Park 3, Ground Floor, 1 Niblick Way, Somerset West, Cape Town;

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

register their submissions in the Lodging Sheet at the Reception Desk of the above-mentioned

Overberg Water offices, 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.

(f) All enquiries and submissions regarding this Request for Proposal (RFP) must be directed to:

• Mr. Ayabulela Booi: Supply Chain Management Unit Contact Number:028512155;

Email:[email protected] and/or Ms. Andisiwe Sigaba (Technical Queries) Contact

Number: 021 851 2155; Email:[email protected];

(g) 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.

(h) The Overberg Water reserves the right not to accept any submission.

(i) 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”.

(j) Submission of a Request for Proposal and its subsequent receipt by the Overberg Water does

not represent a commitment on the part of the Overberg Water to proceed further with any

Respondent or any project.

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

(l) Public Liability - Overberg Water 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.

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

bid).

Disqualification

(a) It must be stressed that any queries relating to this request must be addressed only to Mr.

Ayabulela Booi and/or Ms. A Sigaba who are identified as a contact person for this contract;

Mr. Ayabulela Booi/ Supply Chain Management Unit Contact Number: 021–851 2155;Email:

[email protected] and/or Ms. A Sigaba (Technical Queries) Contact Number: 021

851 2155; Email: [email protected]. The queries must be in writing addressed to

the above-mentioned officials.

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

Overberg Water personnel about the RFP until the preferred Service Provider has been

selected and the procurement process completed.

(c) Respondents are advised that should there be any contact with Overberg Water 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.

(d) Misrepresentation of information presented to the Overberg Water, be it on capability

statement or empowerment credentials will also lead to disqualification of the respondent.

Sbd1

Part a

Invitation to bid

You are hereby invited to bid for requirements of the overberg water

Phase 2: Mandatory Requirements. The information contained below is mandatory and will be used in assessing the responsiveness of bidders. Failure to submit and complete all mandatory information will result in submissions being deemed null and void and shall be considered non-responsive and therefore not considered. Due diligence will be conducted prior to the acceptance of bidders on qualification and functionality. Company profile: Detailed company profile required. Financial Statements (valid year between 2022/23 to 2025): Financial Statement for the last 3 financial years, signed off by an IRBA registered auditor. Valid COIDA certificate required. Minimum qualification: Certified CA/SA designation with valid proof of certification from SAICA. Minimum qualification: Certified Internal Auditor with valid proof of certification as CIA with IIA. Organogram: The organogram must outline the resources for each requirement as per the functionality requirement: SCM Auditor, HR Auditor, Operations Auditor, Finance Auditor, IT Auditor, Performance Auditor, Project director/manager, Internal audit manager. Failure to provide an organogram that clearly states the above-mentioned will be regarded as non-responsive. CISA certificate: Proof of CISA certificate with ISACA. Failure of bidders to meet all the above mandatory requirements will result in submissions being deemed null and void and shall be considered non-responsive and therefore not considered.

Evaluation criteria: Bids received will be evaluated on four phases namely Administrative, Mandatory Requirements, Functionality evaluation, and Price and specific goals. Evaluation Method 2, which entails the balance between Functionality, Financial offer and Price & Preferences 80/20 points system, will be adopted as follows: Functionality Points = max 100 points (Minimum threshold = 75%); Price = 80 points (tenders will be awarded a maximum of 80 points for price); Preference (B-BBEE) = 20 points. Phase 3: Functionality Requirements. Bidders must score at least 75 out of 100 in respect of functionality in order to qualify for advancement to Phase 4. A bidder that scores less than 75 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. A bidder must meet 75 out of 100 on technical mandatory requirements. Rating scale: 1 = poor, 2 = average, 3 = good, 4 = very good, and 5 = excellent. Phase 4: Pricing and BEE Evaluation. Bids that achieve the minimum technical requirement will be further adjudicated on Price and Specific goals evaluation. The method of scoring Financial Proposals and the BEE Verification Certificate is described in the attached Preference Points Claim document. The allocation of tender adjudication points: Tendered Price (SP) = 80 points; Empowerment Objectives (SE) = 20 points; Total Points (S) = 100.