The provision of technical advisory services to the government technical advisory centre (gtac) for the intergovernmental relations (igr) division to support in the implementation of the municipal finance improvement programme (mfip) phase iiix 4x accounting and audit support advisors

Objective: Provide technical advisory services to support MFIP Phase IIIx for Accounting and Audit Support (4 advisors: 2 Accounting Support at National Treasury OAG, 2 Legislative & Policy Reforms at Limpopo and Free State Provincial Treasuries). Scope: Improve accounting/audit practices, internal controls, MFMA compliance, legislation/policy development, reduce UIF&W, and promote consequence management. Key activities: Accounting Support: Develop Accounting/Audit Support Plans, stakeholder engagements, capacity assessments, GRAP/AFS implementation, internal controls, audit action plans, monthly reconciliations, document management, compliance monitoring, capacity building. Legislative & Policy Reforms: Baseline assessments, stakeholder engagements, MFMA compliance, UIF&W/consequence management, FMCMM, research, drafting legislation, processing recommendations, disciplinary boards. Placement: Advisors may be deployed to National Treasury, Limpopo PT, or Free State PT. GTAC reserves the right to adjust placements or not appoint all advisors. Contract duration: Until 31 March 2027, full-time (max 230 days/1,840 hours per financial year).

Threshold: 230 days

Why it matters: This is a qualified operational interpretation of the stored scope, not a stated mandatory or scored criterion.

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Pricing: Hourly rate capped at R750.00 (excl. VAT) or R862.50 (incl. VAT). VAT registration required if contract exceeds VAT threshold. Fees may be adjusted annually at GTAC/IGR discretion. Payment terms: GTAC covers project-related travel costs; no payment for TA commuting/parking or relocation/accommodation. Bidders must provide cost breakdown in SBD 6.1 form. Financial capacity: Not explicitly stated, but bidders must demonstrate ability to deliver at capped rates.

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Submit bids via the GTAC eProcurement Vendor Portal: https://vendorportal.gtac.gov.za/. Registration on the portal is mandatory before submission. All required documents must be in the prescribed formats; non-compliance will disqualify the bid. Clarifications must be submitted in writing via email to [email protected]. No telephonic requests for clarification are allowed.

Why it matters: The source identifies this as a mandatory or eligibility condition for a compliant bid.

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Submission method: Electronic only via GTAC Vendor Portal (https://vendorportal.gtac.gov.za/). No hard copies accepted. Steps: 1) Register as a portal user (create account). 2) Register supplier details to obtain a vendor/supplier number. 3) Navigate to 'Formal' > 'Current' tenders, select this tender (reference TEN00000xxx), and complete the submission wizard. 4) Submit before closing date/time. Late submissions are disqualified. Clarifications: Submit written requests only to [email protected] with submission reference in subject line. No telephonic enquiries. Bid validity: 90 days from closing date. Required documents: Certified copies of educational qualifications and professional certificates (SAQA accreditation for international qualifications). Use the provided CV template to detail experience and achievements.

Threshold: 90 days

Why it matters: This is a qualified operational interpretation of the stored scope, not a stated mandatory or scored criterion.

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- Submit signed CV Declaration Forms for all proposed resources. - Declare accuracy of all submitted information. - Obtain and confirm third-party consent for each CV included. - Ensure forms are signed, dated, and include bidder’s position and name. - GTAC may disqualify bids with false or unverified disclosures. - Provide 4x Accounting and Audit Support Advisors for MFIP Phase III. - Deliverables include CVs with accompanying declaration forms.

Why it matters: This is a qualified operational interpretation of the stored scope, not a stated mandatory or scored criterion.

Inferred from stored analysis; verify against the source document. No source document identifier is stored for this item.

Required returnable documents: A signed CV Declaration Form must be submitted. Key requirements: (1) The form must explicitly acknowledge that all submitted information is accurate. (2) Third-party consent must be obtained and declared for each proposed resource whose CV is included in the bid. (3) The bidder must sign, date, and include their position and the name of the bidder on the form. (4) GTAC reserves the right to disqualify the bid if any disclosure is found to be untrue.

Why it matters: The source identifies this as a mandatory or eligibility condition for a compliant bid.

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Scope: Provision of technical advisory services to GTAC’s IGR Division for MFIP Phase III, specifically for 4x Accounting and Audit Support Advisors. Key deliverable: Submission of CVs for all proposed resources, each accompanied by a signed CV Declaration Form confirming accuracy and third-party consent.

Why it matters: This is a qualified operational interpretation of the stored scope, not a stated mandatory or scored criterion.

Inferred from stored analysis; verify against the source document. No source document identifier is stored for this item.

Evaluation follows a two-stage functionality process plus 80/20 preferential procurement. Stage 1: Technical desktop evaluation (minimum 65% threshold to proceed). Criteria: Qualifications (30% for Accounting Support, 25% for Legislative & Policy Reforms), General Expertise (30%/25%), Specific Expertise (40%/50%). Scoring uses weighted sub-criteria (e.g., highest educational qualification, professional qualifications, years of experience). Stage 2: Interviews (minimum 65% threshold). Criteria: Knowledge of legislation/standards (20-40%), ability to identify/prioritise issues (20-30%), solution development (25-30%), advisory/skills transfer (15-20%). Final functionality score: Average of Stage 1 and Stage 2. Only bidders meeting both thresholds proceed to Price (80 points) and Specific Goals (20 points: 10 for HDI ownership >30%, 10 for women ownership >30%).

Threshold: minimum 65% threshold to proceed)

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Mandatory: Certified copies of educational qualifications (SAQA accreditation for international qualifications). Professional qualifications: CA(SA), ACCA, SAIPA, AGA(SA), AT(SA) preferred. Experience: Minimum years in local government financial management/managerial roles (detailed in CV template). Specific expertise: Demonstrated experience in GRAP, MFMA, AFS, internal controls, audit action plans, UIF&W, consequence management, FMCMM. B-BBEE: Preferential points for HDI ownership >30% (10 points) and women ownership >30% (10 points). Tax compliance: Successful bidders must be tax-compliant at appointment. CIDB/CIPC/CSD: Not explicitly mentioned but standard for government tenders; verify if applicable. Tools of Trade: Contractors must provide own devices (Windows 10 Pro/Enterprise 22h2+, Windows 11, or macOS 14/15) with antivirus (Microsoft Defender or equivalent), automatic updates, and enterprise-grade security features (e.g., BitLocker).

Threshold: Minimum years in local government financial management/managerial ro

Why it matters: The source identifies this as a mandatory or eligibility condition for a compliant bid.

No source document identifier is stored for this item.