Objectives

The primary objective is to appoint a panel of three (03) credible and competent transactional advisors for a three-year period. The appointed advisors will conduct comprehensive feasibility studies and manage the procurement phases for commercial activities within the municipality’s jurisdiction, ensuring optimal value-for-money delivery methods and strict compliance with national financial regulations.

Scope of Work

• Conduct conditional assessments of existing municipal facilities, systems, and components to evaluate integrity and operational viability.
• Develop comprehensive feasibility studies for commercial activities to determine appropriate delivery models.
• Provide technical, legal, and financial advisory support if a Public-Private Partnership (PPP) model is selected following the feasibility study.
• Facilitate the procurement of private partners in strict adherence to Treasury Regulations and the Municipal Finance Management Act (MFMA).
• Deliver all advisory and facilitation services municipal-wide over a fixed three-year contract period.

Technical Requirements

• Bidders must be registered on the national Central Supplier Database (CSD) and submit valid tax compliance pins, municipal rates clearance certificates, and proof of non-arrears.
• Proposals must follow prescribed formats, including a detailed pricing structure specifying hourly and daily rates for key personnel.
• Evaluation utilizes an 80/20 preference point system, with a mandatory minimum functionality score of 80% required to proceed to price evaluation.
• Technical scoring allocates 45% to company experience, 45% to key personnel qualifications and track record, and 10% to implementation methodology.
• Joint ventures or consortia require separate CSD registrations and certified partnership agreements for all participating entities.
• All returnable schedules and compliance documents must be completed in full; omissions result in automatic disqualification.

Skills Requirements

• PPP Specialist: Minimum five years’ practical experience in PPP transaction advisory projects. Holds an NQF Level 7 qualification or higher in Built Environment or Project Management, a certified PPP certificate, and registration with a recognized professional body.
• Legal Expert: Minimum five years’ experience drafting commercial agreements, providing legal counsel, and supporting negotiations. Holds an NQF Level 7 qualification or higher in Procurement/Law and maintains active registration with the relevant legal council.
• Project Finance Specialist: Minimum five years’ experience in financial modelling, infrastructure project structuring, value-for-money analysis, and revenue forecasting. Holds an NQF Level 7 qualification or higher in Accounting, Financial Management, or Economics.
• Corporate Track Record: Submission of at least five reference or appointment letters demonstrating prior PPP transaction advisory services in infrastructure, agriculture, or tourism, explicitly detailing project locations, contract values, and client contacts.
• Methodology: Clear quality assurance framework, structured work plan, compliance measures, and team coordination strategy.

Explanation of Unusual or Complex Terms

Transactional Advisory Services (PPP Facilitation): This refers to highly specialized consulting that integrates legal, financial, and technical analysis to structure, evaluate, and procure public-private partnerships. It ensures municipal projects meet regulatory standards, achieve long-term value for money, and successfully attract private sector investment through compliant procurement processes.

80/20 Preference Point System: A South African preferential procurement framework where 80 points are awarded based on price competitiveness and technical functionality, while 20 points are allocated for socio-economic transformation goals such as local residency, women/youth/disability ownership, and broad-based black economic empowerment.

Central Supplier Database (CSD): A mandatory national government registry used to verify supplier legitimacy, tax compliance, historical performance, and legal standing before any public sector contract can be legally awarded.