FOR THE APPOINTMENT OF A SERVICE PROVIDER TO PROVIDE EQUITY INVESTMENT MANAGEMENT SERVICES FOR A PERIOD OF THIRTY-SIX (36) MONTHS

Overview

The Mpumalanga Economic Growth Agency (MEGA) seeks a service provider to provide equity investment management services for a period of 36 months. Bidders should have institutional equity investment management capabilities for public-sector or similar institutional clients, be FSCA-licensed for discretionary investment management, and demonstrate strong due diligence, risk management, ESG integration, and reporting capabilities (measured against MEGA’s Investment Policy).

Requirements

• Valid FSCA licence/authorisation to provide discretionary investment management (FSP), valid on closing date
• Company/CC/Trust/Partnership registration certificates
• Fully completed pricing schedule
• Proof of Professional Indemnity Insurance, valid on closing date
• Fully completed and signed SBD1, SBD4, SBD6.1
• Letter of authority to sign bidding documents
• Certified copies of directors’/shareholders’ IDs
• Proof of registration on Central Supplier Database (detailed report)
• Letter of approval by Executive Authority if any member is a Government employee
• Certified academic and professional qualifications of proposed key members
• CVs of all proposed key members
• Tax/compliance: SARS PIN (or CSD number if no PIN), and relevant tax clearance items
• Disclosure forms including SBD4 declarations

How to Apply

• Closing date/time: 06 November 2026 at 12:00 (MEGA / 2027 / 06) (MEGA 2027/06 BID DOC.pdf)
• Submission: sealed bid in the MEGA Head Office tender box, Mbombela (02 Eastern Boulevard, Riverside, 1st floor, Supply Chain Management). Two formats: original + USB copy
• Documents to submit: official forms (SBD1, SBD4, SBD6.1), pricing schedule, SBD7 contract, and all supporting compliance docs
• Tax/registrations: submit SARS PIN or CSD details; two formats of documents; ensure FSCA license is current
• Enquiries: SCM (scm@mega.gov.za) by 02 NOV 2026; Funding Division for technical queries (smangele.nkwinika@mega.gov.za)
• Evaluation: 3-stage process (Responsiveness, Functionality, then Price/Specific Goals); 80/20 price weighting with up to 20 points for specific goals (e.g., HDI, women, youth, etc.)
• Briefing session: not specified as mandatory in the documents; presentations/interviews may be required if shortlisted

Note: Complete details and forms are in the MEGA equity management tender documents (MEGA/2027/06).