RFBProfessional ServicesOpen

Appointment Of An Outsourced Treasury Service Provider(S) For Management And Optimisation Of Surplus Cash Investments For Period Of Three (03) Years.

Reference: RFB 20-2026/2027

Small Enterprise Development and Finance Agency · Gauteng

Tender details

BuyerSmall Enterprise Development and Finance Agency
TypeNational Gov.
ProvinceGauteng
Published18 Aug 2026
Closes9 Sep 2026, 13:00

About this tender

SEDFA seeks to appoint an outsourced treasury service provider(s) for management and optimization of surplus cash investments over three years; requires BEE compliance, tax clearance, CSD registration, and passes mandatory/functionality screening before price evaluation on 80/20 points system.

Requirements to bid

What you need to qualify for this tender

BBBEE LevelMinimum Level 4
CSD RegistrationRequired
Tax ClearanceRequired
Compulsory BriefingNo
Also required
  • CIPC registration documents with certified ID copies of all Directors/Shareholders
  • Valid B-BBEE certificate from SANAS Accredited Agency (or sworn affidavit for EMEs/QSEs)
  • Completion of all SBD forms (SBD 1, SBD 4, SBD 6.1)
  • Consortium/JV/Sub-contractor agreements if applicable
  • Compliance with PFMA, National Treasury Regulations, FSCA requirements
  • Monthly statement submission capability for payments and transactions
  • Competent, trained staff with replacement availability
  • Compliance with Employment legislation, UIF, COIDA, PAYE
  • OHS Act compliance for equipment and tools
  • Staff insurance against injury/death

Tender description

APPOINTMENT OF AN OUTSOURCED TREASURY SERVICE PROVIDER(S) FOR MANAGEMENT AND OPTIMISATION OF SURPLUS CASH INVESTMENTS FOR PERIOD OF THREE (03) YEARS.

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