Broad-Based Black Economic Empowerment Act (B-BBEE Act)
Act 53 of 2003
Provides the empowerment-compliance context often used in public-sector supplier evaluation.
Relevant because this is a South African public-sector procurement opportunity.
Documents available on tender detail page
Tender Type
Request for Bid(Open-Tender)
Delivery Location
169 Main Street, uMzimkhulu, 3297 - Umzimkhulu - Umzimkhulu - 3297
Organization Type
GOVERNMENT
Published
02 Jul 2026
OCDS Reference
ocds-9t57fa-160981
Umzimkhulu local municipality invites experienced service providers to bid for a 12-month transactional adviser contract. The role requires a multidisciplinary team to provide advisory services, likely for public-private partnerships (ppps) or similar projects. This tender is suitable for consulting firms with expertise in finance, law, engineering, and project management.
Date & Time
Friday, 24 July 2026 - 12:00
Venue
uMzimkhulu Municipality Makhosini Building Boardroom,247 Mzimkhulu Mlonyana Street, uMzimkhulu 3297.
Tender documents will be available on the municipal website (www.umzimkhululm.gov.za) And will also be available from the cashier at 169 main street, umzimkhulu, 3297 upon the non-refundable payment of r100 per document or a bank guaranteed cheque made out to umzimkhulu municipality during working hours between 09:30am and 16:00pm from the 07th of july 2026; cut-off time for buying documents is the 15th of july 2026 15 minutes before the briefing time. A non-compulsory briefing meeting is scheduled to take place at umzimkhulu municipality makhosini building, 247 main street, umzimkhulu 3297.
Categories
Request for Bid(Open-Tender)
169 Main Street, uMzimkhulu, 3297 - Umzimkhulu - Umzimkhulu - 3297
02 Jul
2026
Tender Published
Tender was published
24 Jul
2026
Closing Date
Tender closing date
These references help suppliers understand the public-procurement framework around this opportunity. They are generated from the tender category, issuing organisation type and procurement context.
02-07-2026 TENDER ADVERT -TRANSACTIONAL ADVISER (12 MONTHS CONTRACT).pdf
Umzimkhulu Local Municipality invites reputable service providers to tender for a 12-month contract as a Transactional Adviser. The tender closes on 24 July 2026, with a non-compulsory briefing on 15 July 2026. The evaluation follows an 80/20 preference point system (80% price, 20% specific goals), with functionality thresholds requiring a minimum of 50% per segment.
Median Estimate
R 264 480
Range
Based on 25 comparable awarded tenders. Companies with similar profiles typically bid near the median.
* Estimates are based on historical data and do not guarantee actual award values.
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Description
Source: 02-07-2026 TENDER ADVERT -TRANSACTIONAL ADVISER (12 MONTHS CONTRACT).pdfThe tender is for a Transactional Adviser on a 12-month contract. The role requires a multidisciplinary team including a PPP Specialist (Project Leader), Finance Lead, Legal Advisor, and Technical Advisors (Construction, Engineering, Quantity Surveying, Architecture). The team must demonstrate proven experience in similar projects and meet specified qualification and registration requirements.
Important Dates
Source: 02-07-2026 TENDER ADVERT -TRANSACTIONAL ADVISER (12 MONTHS CONTRACT).pdf (TENDER)Tender documents available from 07 July 2026 (09:30–16:00) at 169 Main Street, uMzimkhulu, or online at www.umzimkhululm.gov.za for a non-refundable fee of R100. Cut-off for purchasing documents: 15 July 2026, 15 minutes before the briefing. Non-compulsory briefing session: 15 July 2026 at 11:00 at uMzimkhulu Municipality Makhosini Building, 247 Main Street, uMzimkhulu. Closing date: 24 July 2026 at 12:00.
Contact Information
Source: 02-07-2026 TENDER ADVERT -TRANSACTIONAL ADVISER (12 MONTHS CONTRACT).pdf (TENDER)Technical enquiries: Mr. W. Mgcina, Tel: 039 259 5078, Cell: 076 401 5728 (08:00–16:30), Email: [email protected]. SCM compliance enquiries: Mr. S. Ndawonde, Tel: 039 259 5089, Email: [email protected]. General: Email: [email protected], Tel: (039) 259 5000/5300, Fax: (039) 259 0427, Address: 169 Main Street, Private Bag 53, uMzimkhulu, 3297.
Submission Guidelines
Source: 02-07-2026 TENDER ADVERT -TRANSACTIONAL ADVISER (12 MONTHS CONTRACT).pdf (TENDER)Submit tender documents in the tender box at uMzimkhulu Local Municipality, 169 Main Street, uMzimkhulu, 3297 reception area by 12:00 on 24 July 2026. Only hardcopy submissions on official tender documentation are accepted. Telegraphic, telex, telephone, electronic, facsimile, or late tenders will be rejected. Corrections must be crossed out in ink and initialed; correction pens are not permitted. Tender documents must be signed by an authorized person with a Certificate of Authority attached.
Returnable Documents
Source: 02-07-2026 TENDER ADVERT -TRANSACTIONAL ADVISER (12 MONTHS CONTRACT).pdf (TENDER)Mandatory documents: CSD registration proof, MBD4/6.1/8/9 forms, municipal rates clearance certificates, lease agreements (if applicable), affidavits/marriage certificates (if applicable), Certificate of Authority. Tender must be signed by an authorized person. Corrections must be crossed out in ink and initialed; correction pens are not permitted.
Evaluation Criteria
Source: 02-07-2026 TENDER ADVERT -TRANSACTIONAL ADVISER (12 MONTHS CONTRACT).pdf (TENDER)Mandatory
Preferential
Technical Specifications
Source: 02-07-2026 TENDER ADVERT -TRANSACTIONAL ADVISER (12 MONTHS CONTRACT).pdf (TENDER)The contract is for a Transactional Adviser (12-month contract). Required team roles and qualifications: 1) Project Leader (PPP Specialist): Masters/Honours/Degree in finance, engineering, economics, or project management. Must have 5+ years' experience in leading PPPs, coordinating transactional advisory teams, and managing multidisciplinary teams. 2) Finance Lead: Management Accountant with SAICA registration. Must have 3+ years' experience in financial modelling and project financing. 3) Legal Advisor: LLM/Postgraduate LLB/Legal Degree (NQF 7+) with admission. Must have 5+ years' experience in legal advisory for similar projects. 4) Technical Advisors (40 points total): Technical Lead (Construction Degree, ECSA/SACAP registration), Engineers (ECSA registration), Quantity Surveyors (SACQSP registration), Architects (SACAP registration). Each must have 5+ years' experience in similar projects. Proposed methodology must include a detailed statement and Gantt Chart with defined timelines for the 12-month period.
Methodology
Source: 02-07-2026 TENDER ADVERT -TRANSACTIONAL ADVISER (12 MONTHS CONTRACT).pdfSubmit a detailed proposed methodology with defined timelines for the 12-month contract period. Must include a Gantt Chart. Scoring: 10 points for full coverage, 5 points for limited information.
Experience & Qualifications
Source: 02-07-2026 TENDER ADVERT -TRANSACTIONAL ADVISER (12 MONTHS CONTRACT).pdfTeam must include: 1) Project Leader (PPP Specialist): Masters/Honours/Degree in finance, engineering, economics, or project management. 5+ years' experience in leading PPPs, coordinating advisory teams, and managing multidisciplinary teams. 2) Finance Lead: Management Accountant with SAICA registration. 3+ years' experience in financial modelling and project financing. 3) Legal Advisor: LLM/Postgraduate LLB/Legal Degree (NQF 7+) with admission. 5+ years' experience in legal advisory. 4) Technical Advisors: Construction (ECSA/SACAP), Engineers (ECSA), Quantity Surveyors (SACQSP), Architects (SACAP). Each must have 5+ years' experience in similar projects. Attach certified copies of qualifications and comprehensive CVs.
Financial Requirements
Source: 02-07-2026 TENDER ADVERT -TRANSACTIONAL ADVISER (12 MONTHS CONTRACT).pdf (TENDER)Price validity: 180 days. Pricing must be submitted on the official tender documentation. No specific bonds or guarantees are mentioned. Payment terms are not specified.
Compliance Requirements
Source: 02-07-2026 TENDER ADVERT -TRANSACTIONAL ADVISER (12 MONTHS CONTRACT).pdf (TENDER)Mandatory documents: CSD registration (proof required), MBD4, MBD6.1, MBD8, MBD9 forms. Municipal rates clearance certificates for directors, owners, shareholders, and the company (not in arrears for >90 days). Valid lease agreements for office space and director accommodation (if applicable). Affidavit if municipal account is under family members' names. Marriage certificate if municipal account is under a spouse's name. Certificate of Authority to sign documents, signed by the Board of Directors. B-BBEE: Specific Goals (20 points) for South African ownership (100% = 10 points, 50% = 5 points, <50% = 2.5 points). Additional 10 points for businesses located in KZN (verified via CSD report, utility bill, or letter from Induna/Chief/Ward Councillor).
B-BBEE Requirements
Source: 02-07-2026 TENDER ADVERT -TRANSACTIONAL ADVISER (12 MONTHS CONTRACT).pdf (TENDER)Specific Goals (20 points): Companies 100% owned by South African citizens: 10 points (CIPC registration certificate required). Companies 50% owned by South African citizens: 5 points. Companies <50% owned by South African citizens: 2.5 points. Additional 10 points for businesses located in KZN (verified via CSD report, utility bill, or letter from Induna/Chief/Ward Councillor).
Contractual Terms
Source: 02-07-2026 TENDER ADVERT -TRANSACTIONAL ADVISER (12 MONTHS CONTRACT).pdf12-month contract. Tender documents cost R100 (non-refundable) and are available from 07 July 2026 (09:30–16:00) at 169 Main Street, uMzimkhulu, or online at www.umzimkhululm.gov.za. Cut-off for purchasing documents: 15 July 2026, 15 minutes before the briefing. The municipality reserves the right to reject any tender and is not bound to accept the lowest bidder. uMzimkhulu Municipality SCM policy applies.
Special Conditions
Source: 02-07-2026 TENDER ADVERT -TRANSACTIONAL ADVISER (12 MONTHS CONTRACT).pdf (TENDER)The uMzimkhulu Municipality Council does not bind itself to accept the lowest bidder. uMzimkhulu Municipality Supply Chain Management policy will apply.
Requirements
Source: 02-07-2026 TENDER ADVERT -TRANSACTIONAL ADVISER (12 MONTHS CONTRACT).pdf (TENDER)Tender documents must be signed by an authorized person. Corrections must be crossed out in ink and accompanied by a full signature at each alteration. The municipality reserves the right to reject tenders if corrections are not made as specified. Correction pens are not permitted.
Section
Source: 02-07-2026 TENDER ADVERT -TRANSACTIONAL ADVISER (12 MONTHS CONTRACT).pdf80/20 Preference Point System: 80 points for price, 20 points for specific goals. Functionality threshold: minimum 50% (50 points) overall, with at least 50% required in every segment. Specific Goals: South African ownership (100% = 10 points, 50% = 5 points, <50% = 2.5 points). KZN-based businesses: 10 points (verified via CSD, utility bill, or letter from Induna/Chief/Ward Councillor).
These rules commonly apply to South African public-sector procurement.
Act 53 of 2003
Provides the empowerment-compliance context often used in public-sector supplier evaluation.
Relevant because this is a South African public-sector procurement opportunity.
Act 108 of 1996 (s217)
Sets the constitutional standard for fair, equitable, transparent, competitive and cost-effective public procurement.
Relevant because this is a South African public-sector procurement opportunity.
Act 5 of 2000
Covers preferential procurement and preference-point systems used in public tenders.
Relevant because this is a South African public-sector procurement opportunity.
Act 12 of 2004
Supports anti-corruption controls and supplier integrity in procurement processes.
Relevant because this is a South African public-sector procurement opportunity.
Act 28 of 2024
Provides the national framework for public procurement across government.
Relevant because this is a South African public-sector procurement opportunity.
Act 2 of 2000
Supports access to tender records, award decisions and public-sector procurement information.
Relevant because this is a South African public-sector procurement opportunity.
Act 3 of 2000
Supports lawful, reasonable and procedurally fair administrative tender decisions.
Relevant because this is a South African public-sector procurement opportunity.
This is general procurement context, not legal advice. Always verify requirements in the official tender documents and issuing authority notices.
To download these documents and access AI-powered analysis, visit the main tender page.
Organization
Umzimkhulu Local MunicipalityContact Person
Mr. W Mgcina
Phone
039-259-5050
[email protected]
Address
169 Main Street, uMzimkhulu, 3297 - Umzimkhulu - Umzimkhulu - 3297
Source confidence
High source confidence
Official source
eTenders.gov.za
Documents found
1
Last checked
02 Jul 2026
AI status
Enhanced
This tender has strong source evidence, including source metadata and supporting tender information synced from the government tender portal.
Tenders SA is not the issuing authority. All tenders are automatically synced from the official government tender portal. Always confirm final submission details, closing dates, briefing sessions, eligibility requirements, and documents on the official government portal before applying.
Umzimkhulu Local Municipality governs Umzimkhulu and surrounds in the Harry Gwala District of KwaZulu-Natal.
Key Personnel
Data conflicts
None detected
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