Financial Statement Preparation Tender - Pretoria

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Description

PREPARATION AND COMPILATION AND COMPLILATION OF DOCEX ANNUAL FINANCIAL STATEMENT 2026/2027

What this tender is about

The South African Post Office Limited is inviting bids for the preparation and compilation of the DOCEX Annual Financial Statement for the 2026/2027 financial year. This Request for Quotation (RFQ/26/27/80) is for services to be delivered in Pretoria. Bidders must complete the pricing schedule in full, ensuring accuracy, as incomplete pricing may lead to disqualification. The pricing must reflect a full-time allocation of one resource on a month-to-month basis, on-site at the Post Office Head Office. Bidders are required to confirm compliance with bid specifications and demonstrate a minimum of three years of experience in preparing annual financial statements in compliance with IFRS, as well as experience using Caseware Software. The closing date for submissions is 23 September 2026.

Scope of work

• Preparation and compilation of DOCEX Annual Financial Statement for the 2026/2027 financial year.
• Full-time allocation of 1 resource on a month-to-month basis during the contract duration.(2.1 ANNEXURE F PRICING SCHEDULE...., sheet Annex F - Pricing schedule Doce)
• Resource must be on-site at DOCEX at NPC, Post Office Head Office, Pretoria Central.(2.1 ANNEXURE F PRICING SCHEDULE...., sheet Annex F - Pricing schedule Doce)

Important requirements

• Bidders must complete the pricing template in full. Incomplete or inaccurate pricing will lead to disqualification.(2.1 ANNEXURE F PRICING SCHEDULE...., sheet Annex F - Pricing schedule Doce)
• Minimum of three (3) years completed experience in preparing Annual Financial Statements in compliance with IFRS.(2.3 ANNEXURE BR - CLIENT REFERENC..., section start)
• Minimum three (3) years’ experience in utilizing Caseware Software for the preparation of annual financial statements.(2.5 ANNEXURE CW - CASE WARE.docx, section start)
• The bidder must Confirm that they will comply with DOCEX bid specification.(2.2 ANNEXURE BC - CONFIRMATION BI..., section start)
• Proposed individual compliment must have a BCom Accounting or BCom Accounting Science qualification and a minimum of three years completed experience in preparing Annual Financial Statements in compliance with IFRS/ GRAP.(2.4 ANNEXURE PR - PROJECT RESOURC..., section start)

How to submit

• Submit completed pricing schedule, bidder confirmation, client references, project resource details, and Caseware utilization confirmation.

What is in the documents

• 2.1 ANNEXURE F PRICING SCHEDULE.xlsx

  This document contains the pricing schedule for the tender, requiring bidders to detail costs on a month-to-month basis for a full-time resource. It specifies that pricing must be completed in full and accurately to avoid disqualification.

• 2.3 ANNEXURE BR - CLIENT REFERENCE.docx

  This annexure is for client confirmation of services rendered by the bidding company. It requires clients to confirm the bidder's IFRS compliance, adherence to contract value and timelines, overall satisfaction, and willingness to recommend for similar work.

• 2.4 ANNEXURE PR - PROJECT RESOURCE.docx

  This document requires bidders to confirm the qualifications and years of experience of the proposed individual team member for the project, specifically an Accountant with a BCom Accounting or equivalent qualification and relevant experience.

• 2.5 ANNEXURE CW - CASE WARE.docx

  This annexure requires bidders to confirm their experience in utilizing Caseware Software for the preparation of annual financial statements, specifying a minimum of three years of experience.

• 2.2 ANNEXURE BC - CONFIRMATION BIDDER.docx

  This annexure requires the bidder to confirm their compliance with the DOCEX bid specifications. It serves as a declaration of adherence to the tender requirements.

Tender documents (6)

• DOC2.3 ANNEXURE BR - CLIENT REFERENCE.docx
• DOC2.4 ANNEXURE PR - PROJECT RESOURCE.docx
• DOC2.5 ANNEXURE CW - CASE WARE.docx
• XLS2.1 ANNEXURE F PRICING SCHEDULE.xlsx
• DOC2.2 ANNEXURE BC - CONFIRMATION BIDDER.docx
• PDF2. REQUEST FOR QUOTATION.pdf

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