THE APPOINTMENT OF A SERVICE PROVIDER FOR INDEPENDENT LEGAL AND TAX OPINION ON THE INCOME-TAX TREATMENT OF PURPOSE-SPECIFIC DTIC GRANTSClosed

Overview

Procurement of an independent legal and tax opinion on the income-tax treatment of two purpose-specific DTIC grants, to inform governance, SARS engagement and current/future tax and accounting treatment. Suitable bidders are independent South African attorneys/advocates or tax practitioners or professional firms with strong SA corporate tax, government-grant and IAS/IFRS knowledge, and proven independence from SABS, SABS Commercial, and the DTIC.

Requirements

• Lead professional: SA attorney/advocate or registered tax practitioner with specialist tax qualifications; at least 10 years in SA corporate income tax, public-entity or government-grant matters; familiarity with section 12P and Eleventh Schedule; independent from SABS, SABS Commercial, DTIC and external auditors.
• Minimum team: CVs, professional registrations, availability; at least three relevant assignments in past five years with references; independence and conflict-management.
• Organization: entity in practice >5 years; proven independence from the specified parties.
• Documentation to include: CSD registration report; BBBEE certificate or Sworn Affidavit; SBD 4; SBD 6.1; valid tax/compliance status.
• Deliverables and pricing: fixed-fee pricing with VAT; deliver the inception note, issues paper, draft and final opinions, potential SARS submission; adhere to timetable or justify deviations.
• Evaluation: mandatory requirements; technical functionality weighted with minimum threshold of 75%.

How to Apply

• Briefing: non-mandatory briefing session 09 September 2026 at 12:00 via Microsoft Teams (details in RFQ).
• Closing: 14 September 2026 at 11:00; submissions by email to Ntobeko.Mweli@sabs.co.za; max 14 MB, PDF.
• Documents to submit (with quotation): CSD registration report; BBBEE certificate or Sworn Affidavit; SBD 4; SBD 6.1; proof of PDI independence; team CVs and registrations; examples of at least three relevant assignments; proof of professional indemnity; tax/compliance status; signed conflict of interest/independence declaration.
• Where to obtain bid documents: RFQ pack on the SABS site (the RFQ is titled RFQ 202057 – Income Tax Legal Opinion V2 (003).pdf) and the standard SABS terms. Pricing schedule must be completed and submitted with the quotation.