CIBA opens SEDFA tender opportunity to members

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CIBA members whose fees are fully paid may now bid for a place on SEDFA's three-year panel of financial mentors after the professional body successfully challenged a tender requirement that had prevented its members from participating on equal terms.

The Chartered Institute for Business Accountants (CIBA) intervened after concerns were raised about the professional-body requirements contained in RFB 04-2026/2027, which covers the appointment of financial mentors to support small businesses funded through SEDFA.

The tender documentation recognised a specified group of professional bodies for purposes of the bid. CIBA challenged the exclusion of its members, arguing that appropriately qualified CIBA professionals should not be prevented from competing for work falling within their recognised professional scope.

Following that intervention, SEDFA confirmed in writing that CIBA membership will be accepted for the tender.

The confirmation removes the barrier for eligible CIBA members and allows them to compete for appointment to the panel, provided they comply with the remaining tender requirements.

SEDFA gave that confirmation in writing to CIBA. The tender documentation on the portal has not yet been amended to reflect it. Members submitting a bid should therefore attach their CIBA membership certificate and designation confirmation, together with a copy of SEDFA's written confirmation, which is available on request from legal@myciba.org. Any member whose bid is queried or rejected on professional body grounds should contact CIBA Legal Services the same day so that the matter can be taken up with SEDFA directly.

A three-year accounting opportunity

The panel will provide financial and accounting support to small businesses over a three-year period.

The work includes bookkeeping, management accounts, financial analysis, costing systems, financial clean-ups, annual financial statements and financial mentorship.

According to the tender, bookkeeping support is priced at R7,000 per coupon, a once-off financial clean-up at R8,000, and mentorship at R500 an hour, subject to the limits and conditions contained in the bid documents.

For accounting practices already providing these services, appointment to the panel could therefore represent a meaningful source of additional work.

The significance of the SEDFA decision extends beyond this particular tender.

Professional bodies spend considerable time establishing the recognition, competence standards and scope of practice of their members. Those protections have limited practical value if qualified professionals are then excluded from procurement opportunities through restrictive or incomplete tender requirements.

CIBA's intervention shows the role a professional body can play when those barriers arise.

Rather than accepting the tender requirement as published, CIBA challenged it and secured a change in the position affecting its members.

What members need from CIBA before bidding

SEDFA's requirement relates to professional body recognition. The condition attached to fees is CIBA's own.

CIBA issues membership and designation documentation to members in good standing. Membership must be current and all membership fees must be fully paid before that documentation can be accessed or issued. Members intending to bid should log into their CIBA member profile, confirm the status of their account and obtain the documentation they need in good time. Members with outstanding fees will need to settle those accounts first.

The tender contains a number of other requirements that prospective bidders should review carefully.

Chief among these are client references. The tender calls for six or more signed and dated letters on client letterhead, each identifying the service provided, the duration of the contract and a contactable person. Purchase orders and appointment letters are not accepted in their place. That requirement carries 20 evaluation points, and it is not something that can be assembled in the final weekend before closing.

Bidders should therefore assess the full tender requirements before preparing a submission rather than relying on professional membership alone.

The closing date for RFB 04-2026/2027 is 2 September 2026 at 11:00.

A wider issue for the profession

The case also raises a broader procurement issue for accountants.

Government tenders frequently rely on named professional bodies when setting qualification or evaluation criteria. Where those lists do not accurately reflect the professionals capable of performing the work, the effect can be to restrict competition and exclude otherwise qualified practitioners.

Professional bodies have a legitimate role in challenging those requirements where their members are unfairly disadvantaged.

In this instance, CIBA did so successfully.

The practical outcome is that paid-up CIBA members who meet the rest of SEDFA's requirements can now compete for the work.

Members who intend bidding should log into their CIBA profiles, confirm that their fees are fully paid, obtain the required documentation and review the tender before the closing date.

CIBA has also encouraged members to report similar tender or regulatory requirements where they believe CIBA professionals are being unfairly prevented from competing for work within their recognised scope of practice.

One member read a tender annexure carefully and sent it to CIBA. Two weeks later the position had changed for every CIBA member who wants to bid. That is what a professional body is for. The recognition, the standards and the scope of practice matter, but they matter most at the moment a member is told they do not qualify for work they are plainly qualified to do. CIBA will keep taking those moments up. Members should keep sending them to us.


 

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Heynes Kotze, Head of Legal, Chartered Institute for Business Accountants (CIBA)

Head of Legal, Chartered Institute for Business Accountants (CIBA)

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