4 Dorp Street (c/o Dorp and Keerom Street - City of Cape Town - Cape Town - 8301
Organization Type
GOVERNMENT
Published
14 Jul 2026
OCDS Reference
ocds-9t57fa-162297
Summary
This tender seeks a service provider to conduct research aimed at optimising existing revenue sources and taxes for the western cape government, including updating the provincial fuel levy, and to identify new revenue streams. The research will support fiscal policy and revenue enhancement for the province.
Key Requirements
Proven experience in fiscal policy research, revenue optimization studies, and tax analysis.
Ability to meet contract management requirements, including reporting frequency and evidence-backed deliverables.
Conduct research to optimise existing revenue sources and taxes for the Western Cape Government.
Update the provincial fuel levy as a key task.
Explore and identify additional and new sources of revenue and taxes.
Deliver research outputs as per the Terms of Reference (TOR) clauses.
Comply with the contract management and monitoring tool requirements, including milestones, KPIs, and performance reviews.
Terms of reference for the appointment of a service provider to undertake research to optimise existing sources of revenue and taxes, including an update of the provincial fuel levy, and to explore and identify additional and new sources of revenue and taxes for the western cape government
Briefing Session
Date & Time
Friday, 14 August 2026 - 11:00
Venue
MS TEAMS
Requirements & Eligibility
Eligibility Criteria
A non-compulsory information / briefing session will be held on the 27 july 2026 at 11h00, via ms teams. Bidders need to register (via email) their interest to [email protected] In order to receive an invitation to the meeting. Specifications is a document that is attached in a pdf format.
Document read. The full tender notice and its supporting documents are read end-to-end. Key sections, requirements, dates, and contact details are identified and pulled into a working summary you can act on.
Compliance review. The working summary is checked against South African procurement standards — PFMA, PPPFA, B-BBEE, CIDB, local content, and preferential procurement — so nothing critical is missed before you start your bid response.
DocumentNEW REVENUE SOURCES TOR - FINAL.pdfReview complete
Description
Source: NEW REVENUE SOURCES TOR - FINAL.pdf (TENDER)
Important Dates
14 Jul
2026
PUBLICATION
Tender Published
Tender was published
14 Aug
2026
DEADLINE
Closing Date
Tender closing date
Procurement Rules & Compliance ContextThis tender may be governed by South African public procurement rules covering fairness, transparency, preferential procurement, anti-corruption, administrative justice and access to information.
9 rules
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.
Core procurement rules
These rules commonly apply to South African public-sector procurement.
7
Broad-Based Black Economic Empowerment Act (B-BBEE Act)
Act 53 of 2003
high
Provides the empowerment-compliance context often used in public-sector supplier evaluation.
Relevant because this is a South African public-sector procurement opportunity.
Constitution of the Republic of South Africa, 1996 – Section 217
Act 108 of 1996 (s217)
high
This is general procurement context, not legal advice. Always verify requirements in the official tender documents and issuing authority notices.
Annexure A Summary of Reference Letters Submitted.docx
Western Cape Provincial Treasury seeks a service provider to conduct research on optimizing existing revenue sources and taxes (including updating the provincial fuel levy) and identifying new revenue sources for the Western Cape Government. Tender reference: WCPT 03/2025/26R. Closing date: 14 August 2026, 11:00 UTC.
The Western Cape Provincial Treasury seeks a service provider to conduct comprehensive revenue optimization research, including updating the provincial fuel levy and identifying new revenue sources. The contract spans from 2025/26 to 2026, with structured deliverables, KPIs, and performance monitoring frameworks.
Western Cape Provincial Treasury invites bids for a 2-year research study (WCPT 03/2025/26R) to optimize existing revenue sources and taxes, update the provincial fuel levy study, and identify new revenue sources for the Western Cape Government. Closing date: 14 August 2026 at 11:00. Estimated value under R50 million using 80/20 preference point system (Price 80, B-BBEE 20).
The Western Cape Provincial Treasury seeks a service provider for a two-year research project to optimize existing revenue sources (including updating the provincial fuel levy study) and identify new revenue instruments. The project requires comprehensive data analysis, stakeholder engagement, and capacity building.
Not sure if your business is ready for this tender? Check CSD, CIDB, and B-BBEE requirements, run a readiness assessment, and move from opportunity to submission.
Based on 7 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.
Bid-ready summary. The submission guidelines, evaluation criteria, technical, financial, and compliance sections are refined into professional, easy-to-scan prose. This is the final version you can rely on when preparing your bid or briefing your team.
We refine every tender document through these stages so you can brief your team and prepare your bid with confidence. Anything marked as "in progress" will be upgraded automatically — no action required from you.
Document read
Compliance review
Bid-ready summary
This is a research tender for a two-year study to optimise existing revenue sources and taxes, update the provincial fuel levy, and explore new revenue sources for the Western Cape Government.
The bid includes comprehensive terms of reference outlining scope, deliverables, and submission requirements.
Key components: Economic research business proposal, scoping exercise, fuel levy update, in-depth analysis, skills transfer plan.
Contract period: 2 years.
Important Dates
Source: NEW REVENUE SOURCES TOR - FINAL.pdf (TENDER)
Closing date and time: 14 August 2026 at 11:00.
Non-compulsory briefing session: 27 July 2026 at 11:00 via MS Teams. Register interest with [email protected].
Bid validity period: 90 days from submission. The department may request an extension under same terms before expiry.
Advertisement on e-Tenders Portal: 14 July 2026.
Notification of successful bidder(s): 14 September 2026.
Notice to all bidders on e-Tenders Portal: 14 September 2026.
Clarification deadline: All enquiries must be submitted by close of business on 10 August 2026.
Contact Information
Source: NEW REVENUE SOURCES TOR - FINAL.pdf (TENDER)
Supply Chain Management contact: Ms Tumeka Ndlazi, email [email protected], tel 021 483 8915.
Source: NEW REVENUE SOURCES TOR - FINAL.pdf (TENDER)
Submit hard copies to the bid box marked 'Provincial Treasury' at Ground Floor (Foyer), 4 Dorp Street (c/o Dorp and Keerom Street), Tower Block, Cape Town, 8001. Alternatively, courier to Ms Tumeka Ndlazi at the same address, 1st Floor, Tower Block.
The hard copy is the legal bid document. Submit in a sealed envelope with bidder name, address, bid number, and closing date visible.
Returnable documents include: WCBD 1 (Invitation to Bid), proof of authority (e.g., company resolution), WCBD 3.3 (Pricing schedule), WCBD 4 (Declaration of Interest), WCBD 6.1 (Preference Points Claim Form), full CSD report.
Additional required documents: Qualifications of research team per Table B1, CVs of research team, Portfolio of Evidence, reference letters (per Table C2), Annexure A – Summary of Reference Letters, high-level proposal.
Late bids will not be accepted. Ensure all required documents are submitted; failure may render bid non-responsive.
Bid queries must be submitted via email by close of business on 10 August 2026. Responses will be shared via e-Tender Portal.
Do not contact the department between closing date and award; such communication is prohibited and may lead to rejection.
Evaluation Criteria
Source: NEW REVENUE SOURCES TOR - FINAL.pdf (TENDER)
The 80/20 preference point system applies: price 80 points, B-BBEE 20 points.
Bidders must submit proof of B-BBEE status to claim points.
Points rounded to two decimal places.
Highest total points wins.
Eligibility: Must be registered on CSD with valid tax compliance; not be state employees or have directors who are state employees (unless in official capacity per PFMA Schedules 2/3); not be listed on National Treasury's Register for Tender Defaulters or Database of Restricted Suppliers; no fraud/corruption convictions in past 5 years; no contracts terminated for non-performance in past 5 years; possess required research team qualifications per Table B1; foreign suppliers must meet RSA tax residency/branch requirements.
All educational qualifications must be from SA accredited institutions or SAQA-accredited foreign qualifications.
Technical Specifications
Source: NEW REVENUE SOURCES TOR - FINAL.pdf (TENDER)
Scope: A two-year research study to optimise existing revenue sources, update the provincial fuel levy study, and explore new revenue sources for the Western Cape Government.
Deliverables include: Economic research business proposal covering executive summary, research process, scoping exercise, fuel levy update, in-depth analysis of revenue instruments, skills transfer plan, conclusions, and appendices.
Key research areas: Optimising current provincially raised revenue and taxes; identifying new provincially raised revenue and taxes; updating fuel levy study with data refresh and comparative analysis; feasibility assessments covering economic, social, regulatory, and risk implications; comprehensive impact assessment; ranking of revenue options; recommendations for implementation.
Skills transfer and capacity building plan required with objectives, methods, timelines, roles, measurable indicators, and monitoring.
Bidders must demonstrate proven expertise, methodological rigour, and capacity to deliver within timelines and budget.
Contract period: 2 years.
Methodology and approach must cover research design, data sources, and analytical techniques as part of the economic research business proposal.
Qualifications of the research team must meet minimum requirements per Table B1; CVs detailing these are required.
Experience & Qualifications
Source: NEW REVENUE SOURCES TOR - FINAL.pdf (TENDER)
Qualifications of the research team must meet minimum requirements per Table B1.
CVs of the research team detailing these minimum requirements are required.
Quality Management
Source: NEW REVENUE SOURCES TOR - FINAL.pdf (TENDER)
Goods/services must conform to standards in bidding documents.
Confidentiality of contract documents and information is required.
Purchaser may inspect supplier records and conduct audits.
Educational qualifications must be SAQA accredited where applicable.
No criminal convictions allowed.
Pricing Schedule
Source: NEW REVENUE SOURCES TOR - FINAL.pdf (TENDER)
WCBD 3.3 Pricing schedule is a mandatory returnable document.
Financial Requirements
Source: NEW REVENUE SOURCES TOR - FINAL.pdf (TENDER)
Pricing must be submitted on WCBD 3.3 Pricing schedule (mandatory returnable).
Bid validity: 90 days from submission. The department may request an extension under same terms.
No specific payment terms, bonds, or guarantees are detailed in the extracted text.
Ensure all pricing is complete and covers the full scope of services.
Compliance Requirements
Source: NEW REVENUE SOURCES TOR - FINAL.pdf (TENDER)
Central Supplier Database (CSD) registration is mandatory. Bidders must be actively registered on CSD at time of award; failure leads to disqualification. Submit latest CSD registration summary report.
Tax compliance: Bidders must submit Tax Compliance Status (TCS) PIN or certificate. Where consortia/joint ventures are involved, each party must submit separate TCS and CSD numbers.
B-BBEE: Submit B-BBEE status level verification certificate or sworn affidavit (for EMEs/QSEs) together with completed WCBD 6.1 to qualify for preference points.
Foreign suppliers: If not resident in RSA, no branch, permanent establishment, source of income, or tax liability in RSA, then TCS PIN registration is not required.
No bids from persons in service of the state, companies with directors in service of the state, or close corporations with members in service of the state.
Educational qualifications must be from SA-accredited institutions; foreign qualifications require SAQA accreditation or evidence of application, with full accreditation prior to contract award.
Bidders must not have been convicted of a criminal offence.
Disclosure of insourcing/subcontracting required on WCBD 6.1; submit proof of qualifications, CVs, B-BBEE certificate/affidavit, and CSD report for subcontracted resources.
Western Cape Supplier Evidence Bank (WCSEB) registration is recommended but not mandatory for this tender.
All bids subject to General Conditions of Contract (GCC).
Bids must be valid for 90 days; department may request extension.
Late bids not accepted.
Intellectual property: Successful bidder retains IP in materials developed but grants WCG a perpetual, irrevocable license. IP in specific reports vests in Provincial Treasury.
Confidentiality: All information from WCG must be kept confidential.
Joint ventures/consortia must submit signed agreements outlining roles, lead partner authority, and responsibilities.
Zero-tolerance to fraud, theft, corruption.
DocumentPricing Schedule - New Revenue Sources.docxReview complete
Description
Source: Pricing Schedule - New Revenue Sources.docx (unknown)
The tender is for the appointment of a service provider to conduct research over two years.
The research aims to optimise existing sources of revenue and taxes (including updating the provincial fuel levy) and to explore and identify additional new revenue sources for the Western Cape Government.
The bidder's offer must remain valid for 90 days from the closing date of the bid.
Important Dates
Source: Pricing Schedule - New Revenue Sources.docx (unknown)
Closing date and time: 14 August 2026 at 11:00 AM.
The offer must remain valid for 90 days from the closing date.
Contact Information
Source: Pricing Schedule - New Revenue Sources.docx (unknown)
For enquiries regarding bidding procedures, contact Neo Raphale via email: [email protected].
Submission Guidelines
Source: Pricing Schedule - New Revenue Sources.docx (unknown)
Submit your bid by 11:00 AM on 14 August 2026.
The bid number is WCPT 03/2025/2026R.
Ensure all required returnable documents are included.
Evaluation Criteria
Source: Pricing Schedule - New Revenue Sources.docx (unknown)
Bidders must submit a detailed pricing schedule with VAT breakdown.
Indicate the period required for commencement after bid acceptance.
State if rates are firm for the full period; if not, provide the basis for adjustments.
All deliverables must align with constitutional and legislative frameworks for provincial revenue.
Source: Pricing Schedule - New Revenue Sources.docx (unknown)
The service provider will undertake research to optimise existing revenue sources and taxes, and explore new sources for the Western Cape Government.
The project duration is two (2) years.
Key deliverables include: Project initiation and management; Data collection and management; Data analysis and fiscal impact assessment; Scoping of current and new revenue options; Update of the Provincial Fuel Levy study; In-depth analysis of selected revenue instruments; Draft and final comprehensive research reports; Stakeholder engagement; PowerPoint summary presentations; Skills transfer and capacity building; Attendance at forums; and a Close-out report.
The offer must remain valid for 90 days from the bid closing date.
Financial Requirements
Source: Pricing Schedule - New Revenue Sources.docx (unknown)
Quote the total cost of the assignment in South African Rand, inclusive of VAT.
Provide a detailed cost breakdown per deliverable/activity as per the pricing schedule table.
The financial proposal must cover all assignment activities and outputs.
Indicate the period required to commence the project after bid acceptance.
State if the quoted rates are firm for the full period; if not, provide details on the basis for adjustments.
Proven experience in fiscal policy research, revenue optimization studies, and tax analysis is required.
Must be capable of meeting contract management requirements, including reporting frequency and delivering evidence-backed research outputs as per TOR clauses.
Scope: Research to optimise existing sources of revenue and taxes for the Western Cape Government.
Key task: Update the provincial fuel levy.
Key task: Explore and identify additional and new sources of revenue and taxes.
DocumentAnnexure A Summary of Reference Letters Submitted.docxReview complete
Description
Source: Annexure A Summary of Reference Letters Submitted.docx
The service provider will be appointed to conduct research aimed at optimising existing revenue sources and taxes for the Western Cape Government, including updating the provincial fuel levy and identifying new revenue streams.
Submission Guidelines
Source: Annexure A Summary of Reference Letters Submitted.docx (unknown)
Ensure all required returnable documents are completed and submitted as specified.
Evaluation Criteria
Source: Annexure A Summary of Reference Letters Submitted.docx (unknown)
Likely requires: South African registered entity; valid tax clearance; BBBEE certification; demonstrated expertise in fiscal policy, econometric modeling, and provincial revenue administration; team with relevant qualifications (economics, public finance, law); no conflicts of interest with Western Cape Government.
Technical Specifications
Source: Annexure A Summary of Reference Letters Submitted.docx (unknown)
WCPT 03/2025/26R: The appointment of a service provider to undertake research to optimise existing sources of revenue and taxes, including an update of the provincial fuel levy, and to explore and identify additional and new sources of revenue and taxes for the Western Cape Government.
Compliance Requirements
Source: Annexure A Summary of Reference Letters Submitted.docx (unknown)
No specific requirements found
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.
4 Dorp Street (c/o Dorp and Keerom Street - City of Cape Town - Cape Town - 8301
Document-Backed
Source Snapshot Available
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Source confidence
High source confidence
Official source
eTenders.gov.za
Documents found
4
Last checked
03 Aug 2026
AI status
Enhanced
Data conflicts
None detected
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.