Professional municipal account management services for water, rates, taxes and utility accounts — 36 months

Department: SUPPLY CHAIN MANAGEMENT

Returnable documents: SBD 4 (Bidder's Disclosure) must be completed, signed and submitted with the bid.

Disqualification risks:

• Bidders listed in the Register for Tender Defaulters or the List of Restricted Suppliers are automatically disqualified.
• A false or incomplete disclosure on SBD 4 will disqualify the bid.

Exclusion: Bidders listed in the Register for Tender Defaulters and/or the List of Restricted Suppliers are automatically disqualified.

Disclosure: Bidders must declare on SBD 4 whether any director, trustee, shareholder, member, partner, or person with a controlling interest is employed by the state, has a relationship with an official of the procuring institution, or has an interest in another related enterprise. False declarations lead to disqualification.

Returnable documents:

• SBD 6.1 (Preference Points Claim Form): complete and sign to claim preference points for specific goals; submit required proof with the bid.
• Proof of ownership and locality as required for specific goals (e.g., B-BBEE certificate, affidavit, ID copy, share certificate, CSD report, medical report or letter for disability).

Submission method and address: not stated in the document.

Closing time: 11:00 on 12 October 2026 (from tender record).

Preference point system: 80/20 or 90/10 (the document does not state which applies; the applicable system will be determined once tenders are received).

Points allocation (total 100):

• Price: maximum 80 or 90 points.
• Specific goals: maximum 20 points.

Specific goals (each worth 5 points, total 20):

• Black ownership of at least 50%.
• Youth ownership of at least 50%.
• Women ownership of at least 50%.
• Locality within Gauteng.

Scoring: points for each goal are awarded only if the stated threshold is met (e.g., >50% = 5 points, <50% = 0 points).

Failure to submit proof or documentation for specific goals with the bid means no preference points are claimed for those goals.

The organ of state may require substantiation of any claim at any time before or after adjudication.

The document is a standard preference points claim form (SBD 6.1) and does not contain technical specifications for the service.

No financial requirements (e.g., bid security, guarantees, payment terms) are stated in the document.

B-BBEE and specific goals verification:

• Proof of ownership and locality must be submitted with the bid to claim preference points.
• Acceptable proof: B-BBEE certificate, affidavit, ID copy and share certificate, CSD report, medical report or letter for disability.

Company details required on the form:

• Company name and registration number.
• Type of company (e.g., partnership, sole proprietor, close corporation, public company, (Pty) Ltd, etc.).

Declaration: the authorised signatory certifies that the information is true and correct; fraudulent claims may lead to disqualification, contract cancellation, recovery of costs, restriction from doing business with the state for up to 10 years, or criminal prosecution.

Preference points for specific goals (total 20 points):

• Black ownership of at least 50%: 5 points.
• Youth ownership of at least 50%: 5 points.
• Women ownership of at least 50%: 5 points.
• Locality within Gauteng: 5 points.

Verification: B-BBEE certificate, affidavit, ID copy and share certificate, CSD report, medical report or letter for disability.

Failure to submit proof means no preference points are claimed.

The document is a standard preference points claim form (SBD 6.1) and does not contain contractual terms.

The service relates to municipality queries and is for a period of 36 months.

Technical enquiries:

• Contact: Mr N Motalaote
• Email: [email protected]
• Contact: Ms I Mpe
• Email: [email protected]

SCM and administrative enquiries:

• Contact: Ms Moloko Aphane
• Email: [email protected]

Submission address:

• Email: [email protected]

Submission method: email to [email protected]

Required returnable documents (all must be completed and submitted):

• SBD 6.1 (Preference Points Claim): used to claim B-BBEE preference points.
• SBD 4 (Declaration of Interest): discloses any connection between the bidder and state employees.
• Bidder's Proposal: describes the proposed service approach.
• Quotation: priced offer for the service.
• Recent CSD report: must reflect a valid tax status.
• Valid B-BBEE certificate or sworn affidavit.
• Duly completed SBD forms.
• Bank confirmation letter.

Disqualification risks:

• Late submissions are not accepted.
• Faxed documents are not accepted.

The Quality Council for Trades & Occupations reserves the right not to accept the lowest or any tender. No specific evaluation criteria or scoring split are stated in the available document.

Scope: Supply professional municipal account management services relating to water, rates and taxes, and assist with matters related to municipality queries.

Contract period: 36 months.

CSD registration: a recent CSD report must be submitted, with tax status verified before sending.

B-BBEE: a valid B-BBEE certificate or sworn affidavit must be submitted.

The Quality Council for Trades & Occupations accepts no liability for incorrect information and reserves the right to amend any incorrect information.

The Quality Council for Trades & Occupations reserves the right not to accept the lowest or any tender. No specific evaluation criteria are stated in the available document.

The procurement is for the appointment of a service provider to supply professional municipal account management services relating to water, rates and taxes, and to assist with municipality queries, for a 36-month contract.

The service provider will be appointed to supply professional municipal account management services relating to water, rates and taxes, and assist with municipality queries for a 36-month contract period.

The pricing schedule covers three years, with the same 15 line items repeated each year:

• Establishment and implementation of a Municipal Account Management System and Service Plan (once off).
• Verification and audit of all municipal accounts relating to water, rates, electricity, sanitation, refuse and taxes (per account, quantity 2).
• Monthly monitoring and management of municipal accounts (once per month).
• Investigation of billing discrepancies and incorrect municipal charges (estimated average of 4 cases).
• Engagement and liaison with municipal officials regarding billing corrections and account resolution (monthly).
• Water consumption analysis and verification of water billing (monthly).
• Rates and taxes assessment verification and reconciliation (monthly).
• Verification of municipal tariffs and application thereof (monthly).
• Follow-up and recovery of credit balances, refunds or incorrect charges (estimated).
• Compilation and submission of monthly status reports (monthly).
• Quarterly management reports and presentations (quarterly).
• Attendance of meetings with client and municipalities (estimated).
• Site inspections and verification visits where required (estimated).
• Advisory services on municipal billing, rates and taxes matters (per hour, estimated).
• Any municipality queries (as and when required).

Pricing must be submitted on the provided pricing schedule for each of the three years. The schedule requires a rate per unit and amount for each line item.

A pricing summary is required, comprising:

• Sub-totals for Year 1, Year 2 and Year 3.
• Contingency at 5%.
• Sub-totals plus contingency.
• VAT at 15%.
• Grand total.