Professional assurance services for ntcsa procurement transactions (5-Year contract)

Returnable Documents:

• SBD 4 (Declaration of Interest): Discloses any conflict of interest or relationship with the Employer.
• SBD 3.1 (Pricing): Completed pricing schedule with staff rates and expenses.
• SBD 1 (Invitation to Bid): Signed as the offer cover page.
• Pricing Data (Part C2): Completed staff rates and expenses schedule.
• Task Schedule: Priced for each task, including time-based and lump-sum items.
• Any other forms specified in the tender document.

Submission must be made in accordance with the instructions in the tender document. Bids must be submitted in a sealed envelope, clearly marked with the tender number and description. Late bids will be disqualified.

Bids will be evaluated on the 80/10 principle: Price (80%) and Specific Goals (10%). The remaining 10% is for other criteria as specified in the tender document. Price proposals for each Task Order will be evaluated competitively, and the successful supplier will be awarded a Task Order based on the outcome of the Price and Specific Goals evaluation. The contract is cost-reimbursable, so pricing is based on staff rates and expenses, with no fixed price at tender stage.

Evaluation of Task Orders: Each Task Order will be evaluated on Price and Specific Goals (80/10). The successful supplier will be awarded a Task Order based on the outcome of this evaluation. Price proposals must be competitive and include cost breakdowns by skill level.

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"SBD 1 (Invitation to Bid) – signed cover page.",

"SBD 3.1 (Declaration of Interest) – completed.",

"SBD 4 (B-BBEE) – certificate or affidavit.",

"SBD 8 (Declaration of Bidder's Past Supply Chain Management Practices) – completed.",

"SBD 9 (Certificate of Independent Bid Determination) – signed.",

"Tax clearance (CSD) – valid.",

"C1.2A PSC3 Contract Data – completed and signed."

],

"submissionMethod": "Not specified in the document.",

"submissionAddress": "Not specified.",

"closingTime": "Not specified."

}

Not specified in the source document.

{

"returnableDocuments": "Completed method statement template (Annexure Q-240-126469599).",

"submissionMethod": null,

"submissionAddress": null,

"submissionDeadline": null,

"additionalInstructions": null

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No evaluation criteria specified in the tender document.

This tender seeks to establish a panel of external assurance providers to perform non-statutory audit (NSA) work and advisory services for NTCSA SOC Ltd. The contract will run for five years. The process involves two stages: first, evaluating bidders for panel membership; second, issuing RFQs to panel members for specific work assignments. The technical evaluation methodology is outlined in this document.

Closing date: 17 September 2026 at 10:00 (per tender record). Briefing or site visit dates are not specified in the document.

No named contacts, emails, telephone numbers or addresses are provided in the source document. Document development team (not for enquiries):

• Busisiwe Mampane, Senior Advisor: Governance and Compliance
• Vuyiwe Mbulawa, Middle Manager: Risk, Governance and Compliance

Procurement function: Supply Chain Management (department only).

Submission method and returnable documents are not detailed in the material provided. Returnable forms are not specified in the available text. Submission address and closing time are not stated in the source document.

Panel establishment phase:

• Technical evaluation (Stage 1) with mandatory criteria:
• All proposed team members must be active members of the Institute of Internal Auditors (IIA) or South African Institute of Chartered Accountants (SAICA) at time of tendering and for entire contract duration. Active membership certificates must be provided for all proposed team members. If not provided, the firm is disqualified. If a member is still processing their application at time of tendering, the firm is disqualified.
• Technical scorecard criteria and weightings (out of 100):
• Quality management of audit: 20 points
• Proactive Assurance / internal audit experience: 20 points
• Qualifications and experience of proposed team: 25 points
• Audit methodology, execution plan and value add: 30 points
• Geographic reach: 5 points
• Minimum technical threshold: 70% (70 points) — bidders failing to achieve 70% are disqualified and do not proceed to price and B-BBEE evaluation.
• The comprehensive technical evaluation matrix is attached as Annexure A.
• Alternative tenders will not be accepted.
• Work allocation phase (RFQ to panel members):
• Requests for Quotations (RFQs) are evaluated using preference point system based on estimated value:
• 80/20 preference point system for estimated value R50 million or below.
• 90/10 preference point system for estimated value above R50 million.
• RFQ evaluation stages:
• Stage 1 Functionality: evaluated against functionality criteria and minimum threshold specified in the RFQ; only those achieving the threshold proceed.
• Stage 2 Price and Specific Goals: qualifying tenderers evaluated on price and specific goals using the applicable 80/20 or 90/10 preference point system.

The procurement is for establishing a panel of external assurance providers to perform non-statutory audit (NSA) work, including advisory services, for the National Transmission Company South Africa SOC Ltd (NTCSA). The contract is for a period of five years.

Mandatory professional membership:

• All proposed team members must be active members of the IIA or SAICA at time of tendering and for the entire contract duration.
• Active membership certificates must be submitted for all team members. Missing certificates lead to disqualification.
• Team members still processing their application at time of tendering will not be considered; firm will be disqualified.

Technical scorecard criteria (weightings):

• Quality management of audit: 20/20
• Proactive Assurance / internal audit experience: 20/20
• Qualifications and experience of proposed team: 25/25
• Audit methodology, execution plan and value add: 30/30
• Geographic reach: 5/5

Total 100.

Minimum technical threshold: 70% (70 points).

The technical evaluation matrix includes:

• Quality management of audit (20 points)
• Proactive Assurance / internal audit experience (20 points)
• Qualifications and experience of the proposed team (25 points)
• Audit methodology, execution plan and value add (30 points)
• Geographic reach (5 points)

Total 100 points. Minimum threshold 70%.

The proposed team's qualifications and experience are evaluated as part of the technical scorecard, with a weighting of 25 points. All team members must hold active IIA or SAICA membership, with certificates provided. The technical evaluation also assesses proactive assurance / internal audit experience (20 points).

Hourly rates will be subject to negotiation, with Circular 1/2026/27 (AGSA fee guideline) used as a benchmark. Each tenderer submits its own competitive hourly rates. The circular's rates do not constitute a mandatory ceiling or a basis for disqualification. Where a proposed rate exceeds the guidance rate, NTCSA may negotiate before finalising the task order; failure to agree on a market-related rate may result in the task order not being awarded. AGSA issues its fee schedule annually; the applicable fee guidelines at the time each task order is issued will apply. National Treasury cost containment measures or prescribed rates may be used as a benchmark without automatic disqualification unless expressly prescribed.

Pricing for the panel establishment phase is not specified in the provided text.

For the work allocation phase (RFQs), the following applies:

• Hourly rates will be subject to negotiation.
• Circular 1/2026/27 (Guideline on Fees for Audits Performed by Private Firms on Behalf of the Auditor-General of South Africa) serves as a benchmark for assessing market relatedness and negotiations, but does not constitute a mandatory ceiling or basis for disqualification.
• Each tenderer independently determines and submits its own competitive hourly rates.
• Where a proposed rate exceeds the guidance rate, NTCSA may negotiate the rate; failure to agree on a market-related rate may result in the task order not being awarded.
• AGSA issues fee schedule annually; the AGSA fee guidelines applicable at the time each panel task order is issued will apply throughout the panel contract term.
• National Treasury cost containment measures: Should National Treasury issue any cost containment measures or prescribed rates during the second phase, NTCSA will apply them as a benchmark to assess market relatedness and inform negotiations without automatic disqualification unless expressly prescribed.
• A copy of Circular 1/2026/27 can be obtained from the Auditor-General's website.

Professional body membership:

• All proposed team members must hold active IIA or SAICA membership at the time of tendering and for the entire contract duration.
• Provide IIA membership or SAICA certificates for all proposed team members — submission is mandatory.
• If a team member is in the process of applying for membership at the time of tendering, the firm will be disqualified.

Preference point system for RFQs (work allocation phase):

• 80/20 for estimated value R50 million or below.
• 90/10 for estimated value above R50 million.

No other compliance requirements (CSD, tax, B-BBEE documents, local content) are specified in the source document.

Mandatory technical requirements:

• All proposed team members must be active members of the IIA or SAICA at the time of tendering and for the entire contract duration.
• Active membership certificates must be provided for all team members. Failure to provide them will result in disqualification.
• Team members whose applications are still in process at the time of tendering will not be considered; the firm will be disqualified.
• Bidders must achieve at least 70% on the technical evaluation to proceed to price and B-BBEE evaluation.

Technical scorecard (stage 1):

• Quality management of audit (20 points)
• Proactive Assurance / internal audit experience (20 points)
• Qualifications and experience of the proposed team of resources (25 points)
• Audit methodology, execution plan and value add (30 points)
• Geographic reach (5 points)

Total 100 points.

Minimum threshold: 70% (70 points). Bidders failing to achieve 70% are disqualified.

Alternative tenders are not accepted.

The comprehensive technical evaluation matrix is attached as Annexure A.

Work allocation (stage 2 – RFQ):

• 80/20 preference point system for estimated value R50 million or below.
• 90/10 preference point system for estimated value above R50 million.
• RFQ evaluation: Stage 1 Functionality (must achieve minimum threshold), Stage 2 Price and Specific Goals using applicable preference point system.

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Submit one fully completed and signed original copy of the Form of Offer and Acceptance, including any Schedule of Deviations, to the Employer. The contract comes into effect upon receipt of this signed original by the Employer. Alternative tenders must use a separate copy of the form.

Not specified in the document. Evaluation will be based on the conditions of contract and the submitted offer.

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Returnable documents must be completed and submitted as per the List of Tender Returnables (Annexure Q, Category 4, Rev 7).

All required forms and evidence must be signed and dated where applicable.

Submission must include the completed and signed Form A as a quality deliverable.

Bidders must submit the tender returnables as specified in the tender documentation.

Quality requirements are evaluated in sections with scores as follows:

• Section A: Score Option 2 or 3 (as applicable)
• Section B: Evidence of QMS in operation (Tender Quality Requirements - Ref 240-105658000) - Score 2
• Section E: Score 2
• Section B.1: Documented information for defined roles, responsibilities and authorities (including quality management function/role) - Score 1
• Section B.2: Documented information for Control of Externally Provided Processes, Products and Services - Score 1
• Section E.1: Form A must be completed and signed as a quality deliverable.

Evaluation will consider the bidder's compliance with the specified quality management system requirements.

No specific financial requirements are stated in the provided document.

No contact details are provided in the source text.

Returnable Documents:

• E-Tendering Training Acknowledgement Form (mandatory): must be fully completed and submitted within the prescribed period. Failure to do so renders the tenderer non-responsive and disqualified.
• All returnable documents must be completed and submitted as required; non-compliance leads to disqualification.

Mandatory returnable documents must be submitted; failure results in non-responsiveness and disqualification. No other evaluation criteria are stated in the provided text.

No specific financial requirements (e.g., bid security, guarantees, retention, payment terms) are stated in the provided text.

{

"briefingSession": null,

"siteVisit": null,

"clarificationDeadline": null,

"closingDate": null

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{

"returnableDocuments": [

"Proof of IIA or SAICA membership for all proposed team members.",

"Technical evaluation documentation as per the scorecard matrix.",

"Completed and signed SBD/MBD forms as required (e.g., SBD 1 Invitation to Bid).",

"Any other documents specified in the tender documentation."

],

"submissionMethod": "Not specified in the provided text.",

"submissionAddress": "Not specified in the provided text.",

"closingTime": "Not specified in the provided text."

}

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"otherContacts": []

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Submit the completed and signed tender documents as per the instructions in the tender document. Ensure all required forms are completed and signed. The tender must be submitted before the closing date and time. Late submissions will not be accepted.

Evaluation will be based on: 1. Pre-contract award quality requirements (Category 4) – bidder must indicate applicability. 2. Post-contract award quality requirements – including contract execution, supplier quality performance monitoring, Eskom rights of access and information, preservation, quality audits, management of nonconformities, special processes. 3. ISO 9001 compliance – bidder must demonstrate adherence to ISO 9001 standard. 4. Capability and capacity assessment of main supplier and sub-suppliers.

No contact information is provided in the document.

Returnable documents: The tender document lists 'Returnable Documents:' but does not specify which forms are required. No submission channel, format, or copy requirements are stated.

No evaluation criteria are stated in the document.

No financial requirements (pricing format, security, guarantees, retention, payment terms, turnover) are stated in the document.

Suppliers on the panel are evaluated on technical scope requirements. For open tenders, evaluation includes technical threshold, then preferential points (PPPFA 80/20 system). The highest ranked supplier is awarded the Task Order.