Appointment of internal auditors in accordance with the given scope for a period of 36 months

Closing date: 07 September 2026 at 12h00 (submissions to the reception desk).

Enquiries deadline: 27 August 2026 at 17h00 (written enquiries only).

Proposal presentation: bidders must be available for 90 days after the closing date to present their proposal to the Water Board; no pitch or preparation fee will be paid.

All enquiries must be in writing and directed only to:

• Ms. Andisiwe Sigaba (Accountant / Technical Queries): 021-851-2155, [email protected]
• Mr. Ayabulela Booi (SCM official): 021-851-2155, [email protected]

Enquiries sent to any other email address will not be considered. These are the only points of contact for this contract; failure to observe this may lead to immediate disqualification.

Submission method: one original completed bid in a sealed envelope, clearly marked with the bid number and description, delivered to the reception desk of Overberg Water Board's Corporate Office, Trident Park 3, Ground Floor, 1 Niblick Way, Somerset West, Cape Town, before 12h00 on 07 September 2026. Bidders or couriers must register the submission in the Lodging Sheet at reception. Telegraphic, telexed, faxed or e-mailed submissions are not accepted. No late submissions will be considered.

Returnable forms (all must be completed, signed and submitted):

• SBD 1 (Invitation to Bid): signed offer cover page, dated within the bid advert period.
• SBD 3.2 (Pricing Schedule): completed with all amounts correctly calculated; total inclusive of VAT is the Total Bid Price. Non-VAT vendors may not charge VAT.
• SBD 4 (Declaration of Interest): discloses any director/shareholder interest in other companies; must align with CSD report.
• SBD 6.1 (Preference Points Claim): claims B-BBEE points.
• BBBEE Certificate or sworn affidavit (for EMEs).
• CSD registration report.
• Certificate of authority for signature (choose the one relevant to the bidder's situation).
• Copy of ID of the authorised individual.
• Copy of the company's CIPC certificate.

Proposal structure (in this order): 1. Company Profile, 2. Proposal, 3. Implementation Plan, 4. Organogram, 5. CVs, 6. Project Experience (Portfolio of Evidence), 7. Compulsory Documents (Checklist), 8. Special Conditions of Tender, 9. Functionality assessment, 10. Presentation, 11. Pricing Schedule.

Disqualification risks: any returnable form omitted or unsigned; failure to provide any mandatory information; misrepresentation of information; contacting Overberg Water staff other than the named contacts; any communication that could be seen as a conflict of interest or attempt to influence the process.

Returnable schedules: SBD1 (Invitation to Bid), Returnable Schedule 2 (Pricing Schedule - SBD 3.2), SBD4 (Declaration of Interest), SBD 6.1 (Preference Points Claim Form), BBBEE Certificate or Sworn Affidavit, CSD Report, Certificate of Authority for Signature, Copy of Identity Document of authorized individual, Copy of Company's CIPC Certificate. All schedules must be completed and returned. The bid must be structured in the following sequence: 1. Company Profile, 2. Proposal, 3. Implementation Plan, 4. Organogram, 5. CVs, 6. Project Experience (Portfolio of Evidence), 7. Compulsory Documents (Checklist), 8. Special Conditions of Tender, 9. Functionality assessment, 10. Presentation, 11. Pricing Schedule.

Evaluation follows the 80/20 preference points system under the Preferential Procurement Regulations, 2022 (PPPFA). Bids are assessed in four phases: Administrative, Mandatory Requirements, Functionality, and Price & Specific Goals.

Phase 1 – Administrative: all returnable schedules must be completed and submitted.

Phase 2 – Mandatory Requirements (failure = non-responsive):

• Detailed company profile.
• Financial statements for the last 3 financial years (2022/23 to 2025), signed by an IRBA-registered auditor.
• Valid COIDA certificate.
• Proof of CA(SA) certification with SAICA.
• Proof of CIA certification with IIA.
• CISA certificate with ISACA.
• Organogram listing the required roles: SCM Auditor, HR Auditor, Operations Auditor, Finance Auditor, IT Auditor, Performance Auditor, Project Director/Manager, Internal Audit Manager.

Phase 3 – Functionality (max 100 points, minimum threshold 75%):

• Company Experience (weight 5): minimum five positive reference letters from water sector and/or public sector clients; scoring based on years of experience (less than 5 = 1, 5-6 = 2, 7-8 = 3, 9-10 = 4, more than 10 = 5).
• Team Capabilities (weights 5 or 15 each): each role has specific qualification and experience requirements; CVs and qualification copies must be provided.
• Project Plan and Methodology (weight 10): must include sufficient hours per assignment, rolling audit plan with timelines, coverage of quarterly and ad hoc audits, sample internal audit reports, demonstration of understanding of scope, and use of technology/CAATs and fraud investigations.

Phase 4 – Price and Specific Goals: Price = 80 points, Specific Goals (B-BBEE) = 20 points. Bidders must score at least 75 out of 100 on functionality to advance to this phase.

Scope: appointment of an internal auditor for Overberg Water Board for 36 months. The service provider will report to the CEO and the Audit Committee and must perform a combination of audit services, including financial auditing (all accounting cycles), performance auditing, operational audits, supply chain and compliance audits, compliance auditing, follow-up audits, forensic auditing, project assurance, combined assurance audits, and IT auditing (general IT controls, application controls, CAATs, cyber security, business continuity). All reviews must meet the International Standards for the Professional Practice of Internal Auditing and the Code of Ethics of the Institute of Internal Auditors.

Key responsibilities:

• Develop a three-year internal audit strategy plan and a detailed risk-based annual plan.
• Provide a proposed timeline and annual budgets for the project.
• Perform risk-based internal audit control and compliance reviews.
• Plan and perform computer-based audits.
• Undertake performance review audits.
• Provide final reports with recommendations and agreed management corrective action.
• Provide risk mitigation and control advice to management.
• Attend audit committee and executive management meetings.
• Review interim and annual financial statements for GRAP compliance.
• Report serious internal control defects or fraud immediately to the CEO and/or Audit Committee.
• Work closely with external auditors and other assurance providers.
• Provide formal skills transfer, mentorship to internal audit interns, and value-added services.

Deliverables per assignment: pre-audit survey, audit planning memorandum, minutes of entrance meeting, risk assessment document, system descriptions, audit programs, sampling methodology, follow-up mechanisms, working paper review, record of work performed, audit findings and recommendations, draft and final internal audit reports, and follow-up of previous findings.

Reporting: reports must follow a set structure (introduction, objective and scope, background, executive summary, findings, recommendations, agreed management action with implementation dates, conclusion). Electronic and signed copies of final reports must be delivered to the CFO, CEO and Audit Committee chairperson.

4. Organogram

5. CV’s

6. Project Experience (Portfolio of Evidence)

7. Compulsory Documents (Checklist)

8. Special Conditions of Tender

9. Functionality assessment

10. Presentation

11. Implementation Plan

tasks per audit. Methodology must include a rolling audit plan with clear

timelines.

• Plan must cover normal audits to be performed per quarter as well as ad hoc

audits.

• Bidder must provide a sample of internal audit reports. Plan should consider

that the entity does not have any internal resources in relation to internal

audit 10

• Bidder must demonstrate an understanding of the scope of work. Detailed

• Bidder must demonstrate how technology will be used to enhance the audit

process and add value to it. Bidder must demonstrate knowledge of CAATs

and fraud investigations

No project plan and methodology. 1

Project plan provided with no clear timelines/hours, audit rolling plan, 2

technology/CAAT and fraud audits, different audit assignments & sample of internal

audit reports.

Plan covered three out of five requirements of the mandatory project plan. 3

Plan covered four out of five requirements of the mandatory project plan. 4

Plan covered five out of five requirements of the mandatory project plan. 5

Phase 4: Pricing and Specific Goals Evaluation

5. CV’s
6. Project Experience (Portfolio of Evidence)
7. Compulsory Documents (Checklist)

the water sector and/or public sector. Bidder must firstly produce a minimum

of five positive reference letters from previous water sector clients and/or

public government sector clients to be considered for evaluation of this

criteria, secondly the reference letters must be used to quantify number of

years of experience in providing internal audit services in the

government/public sector.

(Only bidders that have provided a minimum of 5 reference letters

will be

considered for this criteria)

< than 5 years’ experience 1

5-6 years’ experience 2

7-8 years’ experience 3

9-10 years’ experience 4

10 years’ experience 5

the qualification and CV will be resulting bidder being considered as non-

responsive for this tender.

< than 5 years’ experience 1

6-7 years’ experience 2

7-8 years’ experience 3

9-10 years’ experience 4

10 years’ experience 5

g) Project Director/manager

Must be either a qualified CA/SA with a minimum of five years’ experience in

overseeing internal audit related projects in the water sector and/or government

public sector.

Please include comprehensive CV detailing the abovementioned 15

experience. Failure to include valid copy of the qualification and CV will be

resulting bidder being considered as non-responsive for this tender.

< than 5 years’ experience 1

5-6 years’ experience 2

7-8 years’ experience 3

9-10 years’ experience 4

10 years’ experience 5

h) Internal audit manager

Must be a either a qualified CIA with a minimum of five years’ experience in managing

internal audit related projects in the water sector and/or government public sector.

experience. Failure to include valid copy of the qualification and CV will be 15

resulting bidder being considered as non-responsive for this tender.

< than 5 years’ experience 1

5-6 years’ experience 2

7-8 years’ experience 3

9-10 years’ experience 4

10 years’ experience 5

• The consultant’s internal audit experience is preferably in the water sector and/or public government

sector.

• At least five years of experience in conducting audits required (See Scope of Work paragraph);
• Attach organogram with staff indicated that will be allocated to OB
• Capacity to service Overberg Water Board

A mix of qualifications of the team members and specify the role of each member (especially lead

auditors/Directors).

• Partners/Directors – CIA or CA with at least 5 years’ experience
• Manager/s – Qualified professional Auditors with at least 5 years’ experience
• IT specialized auditor/s with CISA and with at least 5 years’ experience

11 Project Location

The location of the project is the area covered by the Overberg Water.

12 important backround information

Overberg water is situated at the Overberg Water region with its head office in Somerset west.

We have around 1000 customer base. The estimated number of creditors is around 400. We have

around 106 employees in total. For detail financial information and non-financial information please

check our latest annual report.

13 proposal presentation

The Service Provider must be available for 90 days after the tender closing date to present its proposal

to the Waterboard. It must be specifically noted that this presentation aims to provide insight into the

components of the Service Provider’s proposal, and Overberg Water will not pay a pitch or preparation

fee to any bidder. The bidder MUST include all components of their presentation in the submitted bid.

14 duration of contract

The contract is expected to run for 36 Months, commencing on the date of signing the Service Level

Agreement. It will, however, be renewable annually and this will be subject to a review of the previous

year’s performance against the internal Audit Plan.

15 supplier due diligence

Misrepresentation of information presented to Overberg Water, be it on capability statement or

empowerment credentials, will also lead to disqualification of the respondent. Reserves the right to conduct

supplier due diligence prior to final award or at any time during the contract period. This may include site

visits and requests for additional information. Furthermore, OWB reserves or its authorised representatives to

conduct a “due diligence” on tender(s) regarding the Bidder’s legal and empowerment status, technical

ability, creditworthiness, security clearance, teams’ capability etc. By submitting a tender, bidder (s)

undertakes to cooperate fully in this regard, within two days of receiving notification from OWB.

11. Pricing Schedule

(All ANNEXUREs must be completed and returned by the supplier when submitting the bid.)

RETURNABLE SCHEDULE 1: Invitation to Bid (SBD 1)

RETURNABLE SCHEDULE 2: Pricing Schedule (SBD 3.2)

RETURNABLE SCHEDULE 3: Declaration of Interest (SBD 4)

RETURNABLE SCHEDULE E 4: Preference Points Claim Form (SBD 6.1)

Returnable schedule 2 – price schedule

estimated hours as indicated below. Financial proposals will be compared based on estimated amounts and

estimated hours. An assessment will be made if the hours proposed below will be sufficient enough to cover

the detailed scope of work. Firms are required to submit a table of hourly rates as per the table below. Rates

should be inclusive of overheads and VAT (but exclusive of disbursements and related VAT). The rates

below are indicative the award will be based on the total budget after considering if the hours will be

sufficient to cover the scope of work.

Item (where applicable) Hourly Rate (including overheads and

VAT)

2.1 By signing the Price Schedule, a bidder warrants that:

2.1.1 the relevant quotation is correct;

2.1.2 the rates(s) and prices(s) quoted cover all the work/item(s) specified in the quotation document;

2.1.3 the rate(s) and price(s) cover all the supplier’s obligations under a resulting contract, including all

disbursements;

2.1.4 any mistakes and/or omissions regarding rate(s) and price(s) or errors in calculation shall be at the

supplier’s risk.

2.1.5 Bidders must show VAT payable separately on the Price Schedule.

SIGNED at (place) on the day of (month), 20 .

Pricing format: hourly rates inclusive of overheads and VAT (exclusive of disbursements). The financial proposal must be submitted in a separate sealed envelope and must include a table of hourly rates for each role (Project Director/Manager, Internal Audit Manager, SCM Auditor, HR Auditor, Operations Auditor, Finance Auditor, IT Auditor, Performance Auditor, Specialists).

Bidders must also provide a typical distribution of time (as percentages of total person-hours) for the team.

The financial proposal must be based on a detailed audit budget with budgeted hours for each audit area (e.g., accounts receivable, cash management, accounts payable, payroll, SCM, assets, irregular expenditure, corporate governance, HR, strategic planning, operational audits, compliance, follow-up, combined assurance, IT audits, ad hoc audits, internal audit plan, board meetings, risk management, stock take). The total budget will be evaluated to determine if hours are sufficient.

The bid will be awarded to one service provider; failure to quote on all items will be regarded as non-responsive. Payment will be per deliverable; costing must be all-inclusive with no separate travel allowance.

Validity period: 120 days from closing date.

By signing the Price Schedule, the bidder warrants that the quotation is correct, rates cover all work and obligations, and any errors are at the supplier's risk. VAT must be shown separately.

Mandatory compliance documents:

• Valid BBBEE Verification Certificate from a SANAS-accredited agency, or a sworn affidavit for EMEs (confirming turnover and black shareholding).
• Tax Compliance Pin Number and/or CSD registration printout.
• CSD registration (mandatory for uploading business registration, tax status, and banking details).
• Valid COIDA certificate.
• Proof of CA(SA) certification with SAICA.
• Proof of CIA certification with IIA.
• CISA certificate with ISACA.
• Financial statements for the last 3 financial years, signed by an IRBA-registered auditor.
• Company profile and organogram listing the required roles.

Additional requirements:

• Bidders must comply with Regulation 13(c) of the Public Service Regulations, 2016 (public service employees may not conduct business with organs of state unless in an official capacity).
• Bidders must cooperate with supplier due diligence, including site visits and requests for additional information, within two days of notification.
• Misrepresentation of information (capability or empowerment credentials) leads to disqualification.

Board for period of 36 months. Procurement Number: Re-advert RFP OW- 011/2026/27

Overberg Water Board is a Schedule 3B Public Entity established in terms accordance with the Water Services

1 background

The Overberg Water Board was established in 1993 with the amalgamation of Duivenhoks and

a) The internal Audit Activity is an independent appraisal function established within the Overberg

consist of the following:

• Pre-audit survey
• Audit planning memorandum
• Minutes of entrance meeting
• Risk assessment document
• System descriptions
• Audit programs
• Sampling methodology
• Mechanisms for follow up on matters previously reported and feedback to the Audit Committee
• Mechanism to ensure that working papers are reviewed at the appropriate level.
• Record of work performed.
• Audit of work performed.
• Audit finding and recommendations.
• Reporting (draft internal audit report and final internal audit
• Follow up of previous audit findings.

ensure that their tax matters are in order

SBD4 C This document must be completed in full. Bidders' attention is

drawn particularly to paragraph 2.3 which requires

the bidder to disclose if the company or any of its

directors have interest in other companies whether

they have bidded or not. Bidders are required to

provide all information. Should a bidder have more

companies to declare, such information can be

provided on a separate sheet in the format

prescribed in the form and be attached to the SBD 4.

least 3 years in conducting internal/external audits in the public sector with a specific

focus on water quality, health and safety, asset management, metering, and water

losses.

(c) Failure to complete all supplementary information will result in submissions being deemed null

and void and shall be considered “non-responsive” and therefore not considered.

(d) Telegraphic, telexed, faxed, or e-mailed submissions will not be accepted; One original

document shall be placed in sealed envelopes clearly marked. “RFP OW 011/2026/27 –

“Appointment of internal auditor in accordance with the given scope for Overberg Water Board

for period of 36 months” at the Reception desk of Overberg Water Board’s Corporate Office,

Trident Park 3, Ground Floor, 1 Niblick Way, Somerset West, Cape Town;

(e) Respondents or their representatives (including the courier services) must ensure that they

register their submissions in the Lodging Sheet at the Reception Desk of the above-mentioned

and who will sign as follows:

(Speciman signature)

be, and is hereby, authorized to sign the Tender and any and all other documents

and/or correspondence in connection with and relating to the Tender, as well as to sign

any contract, and or all documentation resulting from the award of the Tender to the

enterprise mentioned above.

Note: The resolution must be signed by all the directors or members / partners of

the bidding enterprise. Should the space provided below not be sufficient for all the

directors to sign, please provide a separate sheet in the same format below.

et executandi for all purposes arising from this joint venture agreement and

contract with Overberg Water in respect of the project under item 1:

(Physical Address)

Note: The resolution must be signed by all the directors or members / partners of the

bidding enterprise. Should the space provided below not be sufficient for all the directors to

sign, please provide a separate sheet in the same format below.

110 110 110 330

Irregular expenditure, Fruitless and wasteful 95 95 95 285

Corporate Governance (one audit per year)

40 40 40 120

a) SCM Auditor:

Must have a degree/diploma in finance or internal audit and at least 3 years in

conducting internal/external audits in the public sector. Experience must include a 5

specific focus on supply chain management in the public sector covering the audit of

competitive bidding, request for quotations, contract management and irregular

expenditure in the public sector. Please include comprehensive CV detailing the

abovementioned experience. Failure to include valid copy of the qualification

and CV will be resulting bidder being considered as non-responsive for this

tender.

< than 3 years’ experience 1

4-6 years’ experience 2

7-8 years’ experience 3

9-10 years’ experience 4

10 years’ experience 5

b) HR Auditor:

Must have a degree/diploma in finance or internal audit and at least 3 years in

conducting internal/external audits in the public sector. Experience must include a

specific focus on human resources management in the public sector covering the audit

of renumeration (payroll), leave, performance management, recruitment, selection and 5

terminations in the public sector. Please include comprehensive CV detailing the

abovementioned experience. Failure to include valid copy of the qualification

and CV will be resulting bidder being considered as non-responsive for this

tender.

< than 3 years’ experience 1

4-6 years’ experience 2

7-8 years’ experience 3

9-10 years’ experience 4

10 years’ experience 5

c) Operations Audit

experience. Failure to include valid copy of the qualification and CV will be

resulting bidder being considered as non-responsive for this tender.

< than 3 years’ experience 1

4-6 years’ experience 2

7-8 years’ experience 3

9-10 years’ experience 4

10 years’ experience 5

d) Finance auditor

Must have a degree/diploma in finance or internal audit and at least 3 years in

conducting internal/external audits in the public sector. Experience must include a

specific focus on the conducting audits on the revenue and receipt cycle, accounts 5

payable, asset management in the public sector. Please include comprehensive CV

detailing the abovementioned experience. Failure to include valid copy of the

qualification and CV will be resulting bidder being considered as non-

responsive for this tender.

< than 3 years’ experience 1

4-6 years’ experience 2

7-8 years’ experience 3

9-10 years’ experience 4

10 years’ experience 5

e) IT auditor

Must be a Certified Information Systems Auditor with at least 3 years in conducting IT

internal/external audits in the public sector. Experience must include a specific focus

general and application controls including cyber security. Please include 5

comprehensive CV detailing the abovementioned experience. Failure to include

valid copy of the qualification and CV will be resulting bidder being considered

as non-responsive for this tender.

< than 3 years’ experience 1

4-6 years’ experience 2

7-8 years’ experience 3

9-10 years’ experience 4

10 years’ experience 5

f) Performance auditor

Must have a degree/diploma in finance or internal audit and at least 5 years in

conducting internal/external audits in the public sector. Experience must include a

specific focus assessing the reliability, measurability, relevance of performance 5

information and related controls in the public sector. Please include comprehensive

(k) No costs incurred by the Respondents in the preparation of their submission will be reimbursed.

(l) Public Liability - Overberg Water shall not be liable in respect of any claims, damages,

accidents, etc. to persons, properties, vehicle rights, etc. that may arise from the carrying out

of this contract.

(m) Tender prices must remain valid for a period of 120 days (calculated from closing date of the

bid).

several liability with parties under item 1 above for the fulfillment of the

obligations of the joint venture deriving from, and in any way connected with

the contract to be entered into with the Overberg Water in respect of the project

described above under item 1.

Respondents should complete all the returnable SCHEDULEs/SBD forms listed below.

Returnable schedules

(All ANNEXUREs must be completed and returned by the supplier when submitting the bid.)

RETURNABLE SCHEDULE 1: Invitation to Bid (SBD 1)

RETURNABLE SCHEDULE 2: Pricing Schedule (SBD 3.2)

RETURNABLE SCHEDULE 3: Declaration of Interest (SBD 4)

RETURNABLE SCHEDULE E 4: Preference Points Claim Form (SBD 6.1)

Terms and general conditions

(a) All submissions must be received by the OVERBERG WATER no later than Monday 07th of

September 2026 at 12h00. Respondents must submit their proposals before the closing date

and time. No late submissions will be considered.

(b) All submissions and subsequent information received will become the property of the Overberg

Water and will not be returned.

(c) Failure to complete all supplementary information will result in submissions being deemed null

and void and shall be considered “non-responsive” and therefore not considered.

(d) Telegraphic, telexed, faxed, or e-mailed submissions will not be accepted; One original

document shall be placed in sealed envelopes clearly marked. “RFP OW 011/2026/27 –

“Appointment of internal auditor in accordance with the given scope for Overberg Water Board

for period of 36 months” at the Reception desk of Overberg Water Board’s Corporate Office,

Trident Park 3, Ground Floor, 1 Niblick Way, Somerset West, Cape Town;

(e) Respondents or their representatives (including the courier services) must ensure that they

register their submissions in the Lodging Sheet at the Reception Desk of the above-mentioned

Overberg Water offices, wherein they will indicate the name of the person delivering the

submission, the number of copies submitted, the time and date of submission and sign the

document.

(f) All enquiries and submissions regarding this Request for Proposal (RFP) must be directed to:

• Mr. Ayabulela Booi: Supply Chain Management Unit Contact Number:028512155;

Email:[email protected] and/or Ms. Andisiwe Sigaba (Technical Queries) Contact

Number: 021 851 2155; Email:[email protected];

(g) The contact persons reflected above shall be the only point of contact for this contract. Failure

to observe this requirement might lead to immediate disqualification of the respondent.

(h) The Overberg Water reserves the right not to accept any submission.

(i) Bidders must comply with Regulation 13(c) of the Public Service Regulations, 2016 which

states that “an employee in the public service shall not conduct business with any organ of

state or be a director of a public or private company conducting business with an organ of state,

unless such employee is in an official capacity a director of a company listed in ANNEXURE 2

and 3 of the PFMA”.

(j) Submission of a Request for Proposal and its subsequent receipt by the Overberg Water does

not represent a commitment on the part of the Overberg Water to proceed further with any

Respondent or any project.

(k) No costs incurred by the Respondents in the preparation of their submission will be reimbursed.

(l) Public Liability - Overberg Water shall not be liable in respect of any claims, damages,

accidents, etc. to persons, properties, vehicle rights, etc. that may arise from the carrying out

of this contract.

(m) Tender prices must remain valid for a period of 120 days (calculated from closing date of the

bid).

Disqualification

(a) It must be stressed that any queries relating to this request must be addressed only to Mr.

Ayabulela Booi and/or Ms. A Sigaba who are identified as a contact person for this contract;

Mr. Ayabulela Booi/ Supply Chain Management Unit Contact Number: 021–851 2155;Email:

[email protected] and/or Ms. A Sigaba (Technical Queries) Contact Number: 021

851 2155; Email: [email protected]. The queries must be in writing addressed to

the above-mentioned officials.

(b) Respondents are not to communicate in any manner or form whatsoever with members of

Overberg Water personnel about the RFP until the preferred Service Provider has been

selected and the procurement process completed.

(c) Respondents are advised that should there be any contact with Overberg Water staff and the

Adjudication Team which could in any way be seen or deemed to constitute a conflict of

interest, bribe or otherwise influence the process and the outcome thereof, will result in

immediate disqualification.

(d) Misrepresentation of information presented to the Overberg Water, be it on capability

statement or empowerment credentials will also lead to disqualification of the respondent.

Sbd1

Part a

Invitation to bid

You are hereby invited to bid for requirements of the overberg water

Mandatory requirements: Bidders must submit a valid BBBEE Verification Certificate from a SANAS Accredited Verification Agency to be eligible for empowerment points. Exempted Micro Enterprises (EME) may submit a sworn affidavit from the Commissioner of Oath confirming turnover and black shareholding. Bidders must include their Tax Compliance Pin Number and/or CSD Registration printout with their submissions. Failure to provide any mandatory information will result in the submission being deemed null and void and considered non-responsive. Mandatory requirements include: detailed company profile; financial statements for the last 3 financial years (signed off by an IRBA registered auditor); valid COIDA certificate; proof of certification as CA/SA with SAICA; proof of certification as CIA with IIA; organogram outlining resources for each requirement (SCM Auditor, HR Auditor, Operations Auditor, Finance Auditor, IT Auditor, Performance Auditor, Project Director/Manager, Internal Audit Manager); and CISA certificate with ISACA. Failure to meet all mandatory requirements will result in non-responsiveness.

The 80/20 preference points system as prescribed in the Preferential Procurement Regulations, 2022 pertaining to the PPPFA will be applied. The lowest acceptable bid will score 80 points for price and a maximum of 20 points for specific goals. Bids will be evaluated in four phases: Administrative, Mandatory Requirements, Functionality evaluation, and Price and specific goals. Evaluation Method 2 will be adopted: Functionality Points = max 100 points (minimum threshold 75%), Price = 80 points, Preference (B-BBEE) = 20 points. Bidders must score at least 75 out of 100 in functionality to qualify for Phase 4. Functionality evaluation criteria include: Company Experience (minimum of five positive reference letters from water sector and/or public sector clients, with scoring based on years of experience), Team Capabilities (SCM Auditor, HR Auditor, Operations Auditor, Finance Auditor, IT Auditor, Performance Auditor, Project Director/Manager, Internal Audit Manager, each with specific qualification and experience requirements), and Project Plan and Methodology (must provide sufficient hours, rolling audit plan, sample reports, demonstrate understanding of scope, use of technology/CAATs and fraud investigations). The allocation of tender adjudication points: Tendered Price (SP) 80, Specific Goals (SE) 20, Total Points (S) 100.