Compliance & Intelligence

Tender Compliance Checklist

Don't lose a tender due to administrative errors. Generate a customized list of mandatory documents based on your industry and tender value.

Project Details

Select your industry and tender value to identify specific compliance requirements.

Why Compliance Matters

Administrative compliance is the first hurdle in any tender process.Over 40% of bids are disqualified before technical evaluation simply due to missing or expired documents.

Missing Tax Pins are the #1 reason for rejection.

Construction tenders strictly require active CIDB grading.

Joint Ventures must submit a consolidated B-BBEE certificate.

Common Terminology

CSD (Central Supplier Database)

The single database for all suppliers to government. You must be registered here to win tenders.

EME (Exempt Micro Enterprise)

Businesses with annual turnover below R10 million. You automatically qualify for Level 4 B-BBEE with a simple affidavit.

SBD / MBD Forms

Standard Bidding Documents (National) or Municipal Bidding Documents. These are the templated forms attached to every tender.

Common Compliance Pitfalls

In South Africa, the Public Finance Management Act (PFMA) dictates strict adherence to supply chain management policies. This means that even if your price is the best and your solution is perfect, a missing document typically leads toimmediate disqualification.

The most common reasons for disqualification include:

Expired Tax Compliance Status (TCS) Pin
Failure to attend a Compulsory Briefing Session
Not signing or witnessing the SBD 4 Declaration
Submitting a copy of a B-BBEE certificate that is not certified

Recommended Guides

CSD Registration Guide

Step-by-step guide to getting your MAAA number.

Understanding SBD Forms

Detailed explanation of standard bidding documents.

SARS Tax Compliance

How to get and maintain your TCS Pin.

B-BBEE Sworn Affidavits

Templates and rules for EMEs and QSEs.

Frequently Asked Questions

What is the CSD?

The Central Supplier Database (CSD) is the government's single list of approved suppliers. You must be registered on the CSD to do business with the state. Registration is free and done online.

Do I need a lawyer for the SBD 4 form?

No, but you do need a Commissioner of Oaths (like a police officer, postmaster, or lawyer) to certify certain documents or affidavits. The SBD 4 itself is a declaration you sign, but B-BBEE affidavits must be commissioned.

What if my Tax Pins expire during the tender evaluation?

It is crucial to ensure your tax status remains compliant throughout the validity period of the tender (usually 90 days). If it expires, the department may ask you to refresh it, but it's safer to keep it active.

Need help with B-BBEE or CIDB?

We have specialized tools to help you calculate your points and understand your grading.