Three-year internal audit services contract for umgungundlovu economic development agency (umeda)

• For bidding procedure enquiries: Ms. Lethiwe Zondi, Department Finance (SCM). Email: [email protected]. Telephone: (033) 342 3396.
• For technical information: Mr. Mpumelelo Hadebe, Department Finance. Email: [email protected]. Telephone: (033) 342 3396.
• Submission address: Tender box at reception, UMEDA House, UMEDA Show Grounds, 1 Howick Road, Wembley, Pietermaritzburg 3201.

• Submit your tender in a sealed envelope clearly marked with the tender number and description.
• Place the envelope in the tender box at the ground floor of the uMgungundlovu Economic Development Agency Offices, UMEDA Show Grounds, 1 Howick Road, Wembley, Pietermaritzburg.
• Deadline: 20 July 2026 at 12h00. Late, faxed, or emailed bids will not be considered.
• Tender documents must be properly bound.
• Required returnable documents include: Invitation to Bid (MBD 1), Declaration of Interest (MBD 4), Preference Points Claim Form (MBD 6.1), Declaration of Bidder’s Past Supply Chain Management Practices (MBD 8), Certificate of Independent Bid Determination (MBD 9), Proof of Good Standing with Municipal Accounts, Authority for Signatory, and Joint Venture Agreement (if applicable).
• All forms must be completed and signed; do not retype them.
• Tenders are valid for 90 days from the closing date.

Must submit all mandatory documents (non-compliance leads to disqualification).

Must not be in arrears with municipal rates/taxes (>90 days or >30 days if tender >R10M).

Must not be listed on the Register of Tender Defaulters or prohibited from public sector business.

Must have valid tax compliance (TCS PIN or CSD registration).

Must demonstrate relevant experience (internal audit, government/municipal entities).

Must not be a state employee or have conflicts of interest (MBD 4 declaration required).

Joint ventures must provide consolidated documentation for all parties.

• Scope: Provision of internal audit services for uMgungundlovu Economic Development Agency for a period of three years.
• Team requirements: Must provide CVs and certified copies of qualifications for team members involved.
• Experience: Must demonstrate experience working with municipalities or government entities. Submit a minimum of one written testimonial from clients.
• Reference letters: Required to prove specific experience in areas such as reviewing Annual Financial Statements (AFS), municipal entity internal audit, MFMA, GRAP, risk management, ICT audit, performance audit, or audit software/tools.
• The successful bidder will be required to sign a written contract form (MBD7).

• Team experience: Points awarded based on number of team members with 4 years' experience (5 members = 20 points, 4 members = 15 points, 3 members = 10 points, 0-2 members = 0 points). Submit CVs and certified copies of qualifications.
• Professional membership: CIA/IIA, CA(SA), CISA, or NQF Level 8 finance/audit qualification each score 5 points.
• Reference letters: Required to prove past work in specific areas (e.g., AFS review, municipal internal audit). Points: 7+ letters = 60, 5-6 = 40, 3-4 = 20, 2 = 10.
• Must have experience working with municipalities/government entities and submit at least one written testimonial.
• Past work examples must be from the last 5 years, with details including employer, contact person, description, value, and completion date.

• Complete the Pricing Schedule (ANNEXURE A).
• Quote must be in line with prevailing AGSA rates or lower.
• Provide total price inclusive of VAT in words and figures on the Form of Offer.
• Ensure municipal account is not in arrears for more than 90 days (30 days if tender price > R10 million). Submit latest account or lease agreement with proof.

• Complete the Pricing Schedule attached as ANNEXURE A.
• Quote in line with the prevailing AGSA (Auditor-General of South Africa) rates or lower as per circular.
• Provide the total bid price inclusive of VAT in both words and figures on the Form of Offer.
• The tenderer must not be in arrears for more than 90 days (or 30 days if the tender price exceeds R10 million) with municipal rates, taxes, and service charges. Submit the latest municipal account (not older than three months) or alternative proof if leasing.
• If submitting as a joint venture/consortium, provide bank ratings and letters of good standing from financial institutions for all parties.

• Central Supplier Database (CSD) registration is mandatory.
• Submit a valid Tax Compliance Status PIN or TCS certificate. Foreign suppliers must complete a questionnaire.
• B-BBEE Status Level Verification Certificate or sworn affidavit (for EMEs & QSEs) must be submitted to qualify for preference points.
• Company registration certificate (CK) with certified ID copies of directors.
• VAT Registration Certificate (if applicable).
• The tenderer or any director must not be listed on the National Treasury's database of restricted suppliers or the Register for Tender Defaulters.
• No convictions for fraud or corruption in the past five years.
• No arrears with municipal accounts for more than 90 days (30 days if tender price > R10 million).
• Declaration of Interest (MBD 4) and Certificate of Independent Bid Determination (MBD 9) must be completed.
• All copies of qualifications must be certified; copies of certified copies are not accepted.

• The contract consists of: Part 1 Agreements and tender document, Part 2 Pricing data, Part 3 Scope of work, Part 4 Service Level Agreement.
• The tenderer must within two weeks after receiving a signed agreement contact the employer’s agent to arrange delivery of any bonds, guarantees, proof of insurance, or other required documentation.
• Failure to fulfill obligations constitutes a repudiation of the agreement.
• The agreement becomes effective when the tenderer receives one fully completed original copy.
• The employer does not bind itself to accept the lowest tender and reserves the right to accept the whole or part.
• Tenders are valid for 90 days from the closing date.