George municipality invites bids from service providers for the development, implementation, and support of a long-term financial planning and tariff modelling system over a three-year period. The tender is open to qualified suppliers who can meet the functionality and compliance requirements, with evaluation based on administrative compliance, functionality (minimum 70% in two stages), and price/b-bbee criteria.
Key Requirements
Submit sealed tender marked 'Tender No. GMT048/25-26' to the tender box at George Municipality, Fifth Floor, Civic Centre, 71 York Street, George, by 12:00 on 18 August 2026.
Tender documents are available for a non-refundable deposit of R309.35 or free from www.george.gov.za.
Must pass Phase 1 administrative compliance and mandatory requirements.
Must score at least 70% in both Stage 1 and Stage 2 (demonstration) of functionality to proceed.
Provide a TCS PIN for tax compliance with the tender; successful bidder must register on the Central Supplier Database (CSD).
Evaluation in Phase 4: 80 points for price and 20 points for B-BBEE status and Specific Goals.
Late, unmarked, posted, faxed, or emailed tenders will not be accepted.
GMT048/25-26 - tender for the appointment of a service provider for the development, implementation, and support of a long-term financial planning and tariff modelling system for a period of three (3) years from date of appointment
Professional Services & Consulting Industry Profile
Regulatory Bodies
SAGCSAICA
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Typical Documents
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Company Registration (CIPC)
Tax Clearance Certificate
B-BBEE Certificate
CSD Registration
Company Profile
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Having these can improve your winning chances: CA(SA) - Chartered Accountant, PMI-PMP (Project Management Professional), Prince2 Practitioner, Six Sigma Certification
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.
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.
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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.
George Municipality (Western Cape) invites tenders for the appointment of a service provider to develop, implement, and support a Long-Term Financial Planning and Tariff Modelling System for a 3-year period. The system must include a web-based Long-Term Financial Model (LTFM), Tariff Model (TM), and a 10-year Long-Term Financial Plan (LTFP), with training, maintenance, and support. The tender closes on 18 August 2026 at 12:00 UTC.
George Municipality (Western Cape) invites tenders for the appointment of a service provider to develop, implement, and support a Long-Term Financial Planning and Tariff Modelling System for a 3-year period. The tender closes on 18 August 2026 at 12:00 UTC, with a non-refundable document fee of R309.35. Evaluation follows a 4-phase process: administrative compliance, functionality (Stage 1 and 2), and price/B-BBEE/specific goals (80/20 points).
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Based on 25 comparable awarded tenders. Companies with similar profiles typically bid near the median.
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This tender is for the appointment of a service provider to develop, implement, and support a Long-Term Financial Planning and Tariff Modelling System for George Municipality.
The contract period is three (3) years from date of appointment.
The system must be web-based and support long-term financial planning, forecasting, scenario analysis, and tariff modelling.
The service provider must deliver a Long-Term Financial Plan covering a minimum 10-year horizon.
The project includes phases: Status Quo Assessment, Long-Term Financial Modelling, Long-Term Financial Plan preparation, Implementation and Institutionalisation, Support and Continuous Improvement, and Tariff Model Implementation.
Submission Address: Supply Chain Management Unit, Civic Centre (5th Floor), York Street, George.
Document Collection Address: Supply Chain Management Unit, Fifth Floor, Civic Centre, 71 York Street, George (non-refundable deposit of R309.35 per document).
Submit your bid in a sealed envelope, clearly marked with tender number GMT048/25-26.
Deposit the bid in the tender box at the Supply Chain Management Unit, Civic Centre (5th Floor), York Street, George.
Deadline: 18 August 2026 at 12:00. Late, unmarked, posted, faxed, or emailed bids will not be considered.
The bid box is open from 07:45 to 16:30, Monday to Friday.
You must use the official bid forms; do not re-type them.
Required returnables include: fully completed bid documents, MBD forms, tax compliance TCS PIN, valid original or certified copy of B-BBEE certificate, past experience schedule, bank details, and company resolution.
For joint ventures, submit a joint venture agreement; failure to do so will disqualify the bid.
Bids must remain valid for 90 days from the closing date.
Phase 1: Administrative Compliance – Mandatory requirements per tender specifications.
Phase 2: Functionality Stage 1 – Technical capacity scored out of 100 points. Minimum 70% required to proceed.
Phase 3: Functionality Stage 2 – Compulsory demonstration of the web-based Long-Term Financial Model and Tariff Model. Minimum 70% required to proceed.
Phase 4: Price and Preference – 80 points for price, 20 points for B-BBEE status and specific goals, evaluated per Preferential Procurement Policy Framework Act Regulations 2022 and George Municipality policies.
Mandatory requirements: Valid B-BBEE certificate, Tax Compliance Certificate (TCS PIN), registration on Central Supplier Database (CSD) for successful bidder, submission of all required documents.
Exclusions: No bids from persons in the service of the state, provincial government, or municipality.
Scope: Appointment of a service provider to develop, implement, and support a web-based Long-Term Financial Planning Model (LTFM) and Tariff Model (TM), and prepare a Long-Term Financial Plan (LTFP) for a minimum 10-year horizon.
Contract Duration: Three (3) years from date of appointment.
Key Deliverables:
Status Quo Assessment of the municipality's financial position.
Development of the web-based Long-Term Financial Model.
Preparation of the Long-Term Financial Plan.
Implementation, training, and skills transfer.
Hosting, licensing, maintenance, and support for three years.
Implementation of the Tariff Model.
Functional Requirements for LTFM:
Must be web-based; provide demo account as proof.
Include financial modelling, strategic planning integration, scenario planning, reporting dashboards, and ease of use.
Integrate with IDP, infrastructure plans, mSCOA financials.
Functional Requirements for Tariff Model:
Must be web-based.
Calculate tariffs for electricity, water, sanitation, solid waste, property rates.
Support cross-subsidisation, affordability analysis, and integration with LTFM.
Phases of Work: Status Quo Assessment, Long-Term Financial Modelling, Long-Term Financial Plan preparation, Implementation and Institutionalisation, Support and Continuous Improvement, Tariff Model Implementation.
Bidders must submit a detailed methodology describing project execution.
Methodology will be evaluated on: understanding of the assignment, proposed project approach, scenario planning methodology, financial modelling methodology, tariff modelling methodology, project implementation plan, risk management approach, and project programme and timelines.
Project Director: Must be a Chartered Accountant CA(SA) or equivalent with municipal finance experience. Points awarded for experience: >10 years (10 points), 7-10 years (7 points), 5-6 years (5 points), <5 years (0 points).
Project Manager: Points for financial management experience: >10 years (8 points), 7-10 years (6 points), 5-6 years (4 points), <5 years (0 points).
Technical Specialists/Financial Modellers: Points for suitably qualified personnel with experience in municipal financial modelling, tariff modelling, infrastructure finance, strategic financial planning. Three or more specialists (7 points), two specialists (5 points), one specialist (3 points), none (0 points). Provide CVs, qualifications, professional registrations as proof.
Company Experience in Long-Term Financial Planning (25 points): Demonstrate successful completion of municipal LTFP projects in last 10 years. Points: 8+ projects (25), 6-7 projects (20), 4-5 projects (15), 2-3 projects (10), 1 project (5), none (0). Provide appointment letters, completion certificates, or reference letters.
Experience in Municipal Tariff Modelling (20 points): Demonstrate experience in development/implementation of municipal tariff models. Points: 5+ projects (20), 4 projects (16), 3 projects (12), 2 projects (8), 1 project (4), none (0). Provide appointment letters, signed reference letters, or completion certificates.
Past Experience Schedule: Compulsory to complete, detailing similar works/services, contract value, employer, and contact details.
Pricing must be in South African Rand (ZAR), inclusive of VAT, and remain fixed.
All costs (delivery, installation, assembly, statutory compliance like Occupational Health and Safety, tax) must be included in the bid price; no separate items.
Submit prices for all line items in the Pricing Schedule.
Bids must be valid for 90 days.
Pricing Schedule Line Items:
Compile status quo assessment (once-off).
Developing Long-Term Financial Model (once-off).
Preparation of Long-Term Financial Plan (once-off).
Support Costs for the tool (if applicable, priced per hour based on 8 hours per month).
After implementation support: Review, continuous improvement, maintenance (annual).
Implementation of Tariff Model (once-off).
Ad-hoc requests (e.g., financial plan for specific capital project) (hourly rate).
Failure to include all costs or submit prices for all items will render the bid non-responsive.
B-BBEE: Submit a valid original B-BBEE certificate or valid certified copy. Claim B-BBEE status level and points on the prescribed form.
Tax Compliance: Submit a TCS PIN for tax compliance information with the bid.
Central Supplier Database (CSD): Successful bidder must register on the CSD.
Mandatory Documents: Complete and submit all required MBD forms (MBD1, MBD4, MBD6.1, MBD8, MBD9), company resolution, bank details, past experience schedule, joint venture agreement if applicable.
Preference: Preference given to service providers within the Republic of South Africa.
Exclusions: No bids from persons in the service of the state, provincial government, or municipality.
Evaluation follows a four-phase process: Administrative Compliance, Functionality Stage 1, Functionality Stage 2 (demonstration), and Price/B-BBEE.
Functionality Stage 1 (100 points total):
Qualifications and Experience of Key Personnel (25 points).
Company Experience in Long-Term Financial Planning (25 points).
Experience in Municipal Tariff Modelling (20 points).
Methodology and Project Approach (15 points).
Skills Transfer and Capacity Building Plan (15 points).
Functionality Stage 2 (100 points total):
Supports long-term forecasting and scenario planning.
Illustrates impact of capital projects on financial sustainability.
Integrates tariff modelling with financial planning.
Is user-friendly and suitable for municipal implementation.
Provides dashboard reporting functionality.
Allows municipal officials to independently maintain and update the system.
Minimum score of 70% required in both functionality stages to proceed to price evaluation.
Price and B-BBEE evaluation: 80 points for price, 20 points for B-BBEE status and specific goals.
DocumentGMT048 of 25-26 - Advert..pdfReview complete
Description
Source: GMT048 of 25-26 - Advert..pdf
Appointment of a Service Provider for the Development, Implementation, and Support of a Long-Term Financial Planning and Tariff Modelling System for a period of three (3) years from the date of appointment.
Important Dates
Source: GMT048 of 25-26 - Advert..pdf (TENDER)
Closing date: 18 August 2026 at 12:00.
Tender opening: 18 August 2026 at 12:05 in the Committee Room.
Contact Information
Source: GMT048 of 25-26 - Advert..pdf (TENDER)
Contact: Mrs. Le-Anne Maksella at (044) 801 9122 or [email protected].
Submission address: Fifth Floor, Directorate: Financial Services, Supply Chain Management, Civic Centre, 71 York Street, George.
Submission Guidelines
Source: GMT048 of 25-26 - Advert..pdf (TENDER)
Submit tenders in a sealed envelope, clearly marked with 'Tender No. GMT048/25-26'.
Place in the tender box at George Municipality, Fifth Floor, Directorate: Financial Services, Supply Chain Management, Civic Centre, 71 York Street, George.
Deadline: 12:00 on Tuesday, 18 August 2026.
Tenders will be opened in the Committee Room at 12:05 on the same day.
Late, unmarked, posted, faxed, or emailed tenders will not be considered.
Tender documents are available for a non-refundable deposit of R309.35 from the Supply Chain Management Unit (same address) or free of charge on the George Municipality website: www.george.gov.za.
The Municipality reserves the right to withdraw any invitation, readvertise, reject any tender, accept a part of it, or appoint an alternative bidder. It is not bound to accept the lowest or any tender.
Evaluation Criteria
Source: GMT048 of 25-26 - Advert..pdf (TENDER)
Phase 1: Administrative Compliance and Mandatory Requirements as per tender specifications.
Phase 2: Functionality Criteria (Stage 1). Only tenderers scoring a minimum of 70% proceed to Phase 3.
Phase 3: Functionality Criteria (Stage 2 - Demonstration). Only tenderers scoring a minimum of 70% proceed to Phase 4.
Phase 4: Price (80 points), B-BBEE status, and Specific Goals (20 points).
Evaluation is conducted in terms of the Preferential Procurement Policy Framework Act (Act 5 of 2000) Regulations 2022, George Municipality’s Supply Chain Management Policy, and Preferential Procurement Policy.
Technical Specifications
Source: GMT048 of 25-26 - Advert..pdf (TENDER)
Scope: Appointment of a Service Provider for the Development, Implementation, and Support of a Long-Term Financial Planning and Tariff Modelling System.
Contract period: Three (3) years from the date of appointment.
Compliance Requirements
Source: GMT048 of 25-26 - Advert..pdf (TENDER)
Submit a TCS PIN for bidders’ tax compliance information with the tender document.
Successful bidders must register on the Central Supplier Database (CSD).
B-BBEE status and Specific Goals are evaluated in Phase 4 (20 points allocated).
Special Conditions
Source: GMT048 of 25-26 - Advert..pdf (TENDER)
Tenders will be opened in the Committee Room at 12:05 on 18 August 2026.
Late or unmarked tenders will not be considered.
No posted, faxed, or emailed tenders will be accepted.
The Municipality reserves the right to withdraw any invitation to tender, readvertise, reject any tender, accept a part of it, or appoint an alternative bidder.
The Municipality is not bound to accept the lowest or any tender.
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.
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.
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