Rendering of services (part 2) - city of ekurhuleni: 80/20 preference point bid with specific goals

Closing date: 05 November 2026 at 10:00

Information session: 14 October 2026 at 11:00 (compulsory attendance not explicitly stated, but recommended)

Venue: Ekurhuleni Finance Head Office, Financial Reporting, 4th Floor, Boardroom, East Wing, Corner Victoria and F H Odendaal Streets, Germiston.

Note: Bid documentation will not be available at the information session.

Bids remain valid for 120 days from closing date.

Information session: 14 October 2026 at 11:00

Venue: Ekurhuleni Finance Head Office, Financial Reporting, 4th Floor, Boardroom, East Wing, Corner Victoria and F H Odendaal Streets, Germiston.

Bid documentation will not be available at the session.

Bidding procedure enquiries:

• Contact: Sduduzo Sikhakhane
• Email: [email protected]

Technical enquiries:

• Contact: Tiny Molefe
• Email: [email protected]

Submission address:

Bid Box Number 02, Ground Floor

Golden Heights, 141 Victoria Street

(Corner Victoria and F H Odendaal Streets)

Use entrance at 65 FH Odendaal Street

Germiston, 1400

Submission method: sealed hard-copy bids only, placed in Bid Box Number 02 on the Ground Floor of Golden Heights, 141 Victoria Street (corner Victoria and F H Odendaal Streets), Germiston 1400, using the entrance at 65 FH Odendaal Street. External envelope must be endorsed with the contract number and description. Bids opening in public immediately after closing time.

Returnable documents (all must be completed, signed where required, and submitted as a complete set). Name each form and its obligation:

• Form of Bid / General Declaration: formal offer and declaration of correctness.
• Form A (Procurement Form of Bid): bidder details and pricing commitment.
• Form B (Declaration of Interest): discloses any connection between the bidder or its directors and the state or the municipality.
• Form C (Declaration for Procurement above R10 Million): required if bid value exceeds R10 million; discloses municipal arrears and other declarations.
• Form D (Declaration of Bidder's Past SCM Practices): declares past supply chain management conduct.
• Form E (Certificate of Independent Bid Determination): certifies no collusion or price disclosure.
• Form G (Declaration for municipal accounts): confirms no municipal arrears owed.
• Form H (Declaration for municipal accounts above R10 million): confirms no municipal arrears for high-value bids.
• Form I (Specification): details the service offered.
• Form J (Variations and Omissions): records any amendments.
• Form K (Schedule of Prices): full pricing schedule; must be signed.
• Form L (General Conditions of Contract): standard GCC acceptance.
• Form M (Special Conditions and Undertakings): special contract conditions.
• Form N Parts 1 and 2 (Contract form): formal contract for rendering services.

Disqualification risks:

• Late delivery or wrong bid box.
• Incomplete, unsigned or uninitialled forms.
• Amendments without initialling.
• Use of correction fluid, erasable ink, pencil or any erasable writing on evaluation sections.
• Non-submission of required annual financial statements (for bids above R10 million, see financial requirements).
• Bidder, or any director/shareholder, in service of the state, listed on Register of Bid Defaulters, or with unsatisfactory past performance after written notice.
• Municipal arrears: more than 3 months for bids up to R10 million; more than 30 days for bids above R10 million (unless proof of payment arrangement attached).
• Failure to provide CSD registration or tax compliance PIN.
• Bids submitted by telefax or e-mail are not acceptable.

Evaluation stages:

1. Compliance check: bids must comply with all bid conditions, specifications, and be complete and signed.
2. Functionality evaluation: based on predetermined norms and technical capacity. A minimum qualifying score for functionality is required; bidders not achieving it are eliminated. (Minimum score not stated in the document; refer to the tender invitation).
3. Preference points: acceptable bids achieving minimum functionality are scored on price (80 points) and specific goals (maximum 20 points) under the 80/20 system, as the estimated bid value does not exceed R50 million.

Specific goals (20 points):

• Goals relate to contracting with persons historically disadvantaged by unfair discrimination on the basis of race, gender and disability (including youth).
• Specific goal in this tender: partnership between large businesses (Generic) and small businesses (EME or QSE). Points awarded based on partnership percentage:
• Less than 10%: 0 points
• 10%: 12 points (EME/QSE-HDI) or 10 (non-HDI)
• 15%: 15 or 13
• 20%: 17 or 15
• 25%: 20 or 18
• Evidence must be submitted at bid closure and be valid at close of bid.

Tie-breaking: highest specific goal points; then highest functionality score; then drawing of lots.

Price: must be inclusive of all applicable taxes, less all unconditional discounts. Only information provided in the designated spaces will be considered.

Services required: appointment of a Lead Bond Arranger, Debt Sponsor, Settlement, Calculating & Paying Agent for the City of Ekurhuleni (CoE) Domestic Medium-Term Note (DMTN) Programme.

Contract period: with effect from 01 July 2027 until 30 June 2030.

Scope includes:

• Lead arranging of the DMTN programme.
• Debt sponsorship.
• Settlement, calculating and paying agency services.
• Managing the programme in compliance with the DMTN programme requirements.

The bidder must have:

• Experience in the relevant technical field, contracts of similar size.
• Access to necessary infrastructure, plant and equipment (owned or leased).
• Staffing profile: qualifications and experience of key staff.
• Financial ability to execute the contract.

Bidders must complete the technical specification form (Form I) indicating how they will execute the service.

Technical adjudication will consider: infrastructure and resources (physical facilities, plant and equipment owned or leased); size of enterprise (previous and expected annual turnover); staffing profile (qualifications and experience of key staff); previous experience/capability (experience in relevant technical field, contracts of similar size, references); and financial ability to execute the contract (proof of access to credit or financing, bank statements, funding commitments from DFIs).

Bidders must provide details of key staff, including qualifications and years of relevant experience.

Bidders must provide details of their physical facilities, plant and equipment (owned or leased) available for the contract.

Bidders must provide details of previous experience, including contracts of similar size, and references that may be contacted.

Bidders must provide three years of annual financial statements (if required) to demonstrate financial capacity.

Form K (Schedule of Prices) must be completed and signed in full. Prices must be inclusive of all applicable taxes and less all unconditional discounts. Only information in the designated spaces will be considered for evaluation.

Pricing: price used for evaluation must be inclusive of all applicable taxes (VAT and any other taxes), less all unconditional discounts. Prices must be firm.

Bid security: none mentioned.

Annual financial statements:

• For bid values expected to exceed R10 million (VAT included), bidders must submit three years of annual financial statements (audited or independently reviewed for companies, or as per Close Corporations Act for CCs). If the bidder was established within the last three years, financial statements for all years since establishment must be submitted. If not required to be audited, non-audited statements must be submitted. Failure to submit will result in rejection.

Financial capacity:

• Bidders must demonstrate access to a minimum financial capacity, evidenced by one of: proof of access to credit or financing, bank statements, or funding commitments from Development Finance Institutions (DFIs).
• Bidders may be required to submit updated financial information before award.

VAT registration:

• Compulsory from 1 April 2026 if taxable supplies exceed R2.3 million in any 12-month period; voluntary registration threshold R120,000 per annum.

Central Supplier Database (CSD): Bidders must be registered on the CSD and provide CSD number.

Tax compliance: Bidders must provide a valid SARS Tax Compliance Status PIN (TCS PIN) or CSD number. Tax compliance will be verified using MFMA Circular No. 90. Foreign suppliers must complete the pre-award questionnaire.

B-bbee:

• Bidders must submit a valid B-BBEE certificate (from a SANAS-accredited agency) or, for EMEs (turnover up to R10 million) and QSEs (R10–R50 million), an original sworn affidavit or certified copy thereof, or a CIPC certificate confirming annual turnover. B-BBEE points are claimed under specific goals.
• Bidders must indicate which financial year was used to determine annual turnover.

Municipal accounts: Bidders must declare that no municipal rates and taxes or service charges are in arrears for more than 3 months (for bids up to R10 million) or more than 30 days (for bids above R10 million). Proof of payment arrangement may be attached.

Other eligibility:

• No person in service of the state may bid, nor any entity with a director/shareholder in state service.
• Not listed on Register of Bid Defaulters.
• No unsatisfactory performance on previous contracts with the municipality or organ of state in the last five years after written notice.

CSD registration and tax compliance are mandatory; non-compliance leads to rejection.

Specific goals: partnership between large businesses (Generic) and small businesses (EME or QSE).

Points allocated based on partnership percentage (see evaluation criteria).

Evidence required: partnership agreement, company profile, and original sworn affidavit/certified copy of the small business partner's B-BBEE status.

B-BBEE certificate or sworn affidavit must be submitted to claim preference points.

Annual turnover thresholds: EME (0–R10 million), QSE (R10–R50 million), Generic (>R50 million).

EMEs and QSEs may submit sworn affidavit; larger enterprises must have a valid B-BBEE certificate.

No specific health and safety requirements are stated in the bid document. Bidders are expected to comply with all applicable legislation and municipal policies.

Contract period: 01 July 2027 to 30 June 2030.

The successful bidder must sign a written contract (Form N, Part 1 and 2).

Joint venture/consortium: if applicable, all partners must sign; lead partner authorised to act on behalf of the JV/consortium. Each partner must provide original or certified resolutions confirming authority to sign.

No sub-contracting more than 30% of the contract value is allowed.

A person awarded a contract may not sub-contract more than 30% of the value.

Remedies for false information: disqualification, termination of contract, recovery of costs, damages, and restriction from doing business with the state for up to 10 years, and criminal prosecution.

Bids must be submitted on official forms only; re-typing not allowed.

Bids must be sealed and endorsed with contract number and description.

No telefax or e-mail bids.

Bids in pencil will be invalid.

Bids hold good for 120 days from closing date.

Amendments/addenda will be advertised on CoE website; bidders must check daily.

Extension of validity will be advertised on CoE website.

Bidders must be registered on the CSD and be tax compliant.

Bidders must submit annual financial statements if the bid value exceeds R10 million (see financial requirements).

Bidders must not have municipal arrears.

Bidders must not be in service of the state.

Bidders must submit all required forms and declarations.

Bidders must provide bank details and authorise the municipality to obtain financial references.

Joint ventures/consortia must provide full details of all partners and their share percentages.

Bids must be valid for 120 days from closing date.

Functionality will be evaluated first; bidders must achieve the minimum qualifying score to proceed to price and preference points evaluation.

Technical evaluation will consider: compliance with bid conditions; physical facilities and plant/equipment; size of enterprise; staffing profile; previous experience; financial ability.

Preference points: 80/20 system (80 price, 20 specific goals).