South African National Aids Council

SOUTH AFRICAN NATIONAL AIDS COUNCIL

2nd Floor, Block E, Hatfield Gardens

333 Grosvenor Street

HATFIELD, PRETORIA 0001

BID/RFQNUMBER: / RFQ 2017/11/00__
CLOSINGDATE: / 20 November 2017
CLOSINGTIME: / 11:00 AM
BIDVALIDITYPERIOD: / 90DAYS(COMMENCINGFROMTHEBIDCLOSINGDATE)
DESCRIPTIONOFBID: / Appointment for Developing the Global Fund Request for Funding: Contracting the following consultants:
Description as per the TOR:
Please Indicate whether the bidder is a : Service Provider or Independent Consultant
QUOTATION CAN BE DELIVERED OR EMAIL TO THE FOLLOWING ADDRESS:
2ND FLOOR, BLOCK E, HATFIELD GARDENS
333 GROSVENOR STREET
HATFIELD, PRETORIA
0001
EMAIL ADDRESS:
BE
FORATTENTION:Procurement Officer- BL Mthombeni

PART A

INVITATION TO BID

YOU ARE HEREBY INVITED TO BID FOR REQUIREMENTS OF THE (NAME OF DEPARTMENT/ PUBLIC ENTITY)
BID NUMBER:
Please fill as per the TOR / CLOSING DATE: / 20 November 2017 / CLOSING TIME: / 11:00
DESCRIPTION
As per the TOR
THE SUCCESSFUL BIDDER WILL BE REQUIRED TO FILL IN AND SIGN A WRITTEN CONTRACT FORM (SBD7).
BID RESPONSE DOCUMENTS MAY BE DEPOSITED IN THE BID BOX SITUATED AT (STREET ADDRESS)
SANAC Trust Offices
2ND FLOOR, BLOCK E, HATFIELD GARDENS
333 GROSVENOR STREET
HATFIELD, PRETORIA, 0028
SUPPLIER INFORMATION
NAME OF BIDDER
POSTAL ADDRESS
STREET ADDRESS
TELEPHONE NUMBER / CODE / NUMBER
CELLPHONE NUMBER
FACSIMILE NUMBER / CODE / NUMBER
E-MAIL ADDRESS
VAT REGISTRATION NUMBER
TCS PIN: / OR / CSD No:
B-BBEE STATUS LEVEL VERIFICATION CERTIFICATE
[TICK APPLICABLE BOX] / Yes
No / B-BBEE STATUS LEVEL SWORN AFFIDAVIT / Yes
No
IF YES, WHO WAS THE CERTIFICATE ISSUED BY?
AN ACCOUNTING OFFICER AS CONTEMPLATED IN THE CLOSE CORPORATION ACT (CCA) AND NAME THE APPLICABLE IN THE TICK BOX / AN ACCOUNTING OFFICER AS CONTEMPLATED IN THE CLOSE CORPORATION ACT (CCA)
A VERIFICATION AGENCY ACCREDITED BY THE SOUTH AFRICAN ACCREDITATION SYSTEM (SANAS)
A REGISTERED AUDITOR
NAME:
[A B-BBEE STATUS LEVEL VERIFICATION CERTIFICATE/SWORN AFFIDAVIT(FOR EMEs& QSEs) MUST BE SUBMITTED IN ORDER TO QUALIFY FOR PREFERENCE POINTS FOR B-BBEE]

ARE YOU THE ACCREDITED REPRESENTATIVE IN SOUTH AFRICA FOR THE GOODS /SERVICES /WORKS OFFERED?

/ Yes No
[IF YES ENCLOSE PROOF] /

ARE YOU A FOREIGN BASED SUPPLIER FOR THE GOODS /SERVICES /WORKS OFFERED?

/ Yes No
[IF YES ANSWER PART B:3 BELOW ]

SIGNATURE OF BIDDER

/ ……………………………… /

DATE

CAPACITY UNDER WHICH THIS BID IS SIGNED (Attach proof of authority to sign this bid; e.g. resolution of directors, etc.)

TOTAL NUMBER OF ITEMS OFFERED

TOTAL BID PRICE (ALL INCLUSIVE)

BIDDING PROCEDURE ENQUIRIES MAY BE DIRECTED TO: / TECHNICAL INFORMATION MAY BE DIRECTED TO:
DEPARTMENT/ PUBLIC ENTITY / CONTACT PERSON
CONTACT PERSON / TELEPHONE NUMBER
TELEPHONE NUMBER / FACSIMILE NUMBER
FACSIMILE NUMBER / E-MAIL ADDRESS
E-MAIL ADDRESS

PART B

TERMS AND CONDITIONS FOR BIDDING

BID SUBMISSION:

1.1.BIDS MUST BE DELIVERED BY THE STIPULATED TIME TO THE CORRECT ADDRESS. LATE BIDS WILL NOT BE ACCEPTED FOR CONSIDERATION.
1.2.ALL BIDS MUST BE SUBMITTED ON THE OFFICIAL FORMS PROVIDED–(NOT TO BE RE-TYPED) OR EMAILED
1.3.BIDDERS MUST REGISTER ON THE CENTRAL SUPPLIER DATABASE (CSD) TO UPLOAD MANDATORY INFORMATION NAMELY: ( BUSINESS REGISTRATION/ DIRECTORSHIP/ MEMBERSHIP/IDENTITY NUMBERS; TAX COMPLIANCE STATUS; AND BANKING INFORMATION FOR VERIFICATION PURPOSES). B-BBEE CERTIFICATE OR SWORN AFFIDAVIT FOR B-BBEE MUST BE SUBMITTED TO BIDDING INSTITUTION.
1.4.WHERE A BIDDER IS NOT REGISTERED ON THE CSD, MANDATORY INFORMATION NAMELY: (BUSINESS REGISTRATION/ DIRECTORSHIP/ MEMBERSHIP/IDENTITY NUMBERS; TAX COMPLIANCE STATUS MAY NOT BE SUBMITTED WITH THE BID DOCUMENTATION. B-BBEE CERTIFICATE OR SWORN AFFIDAVIT FOR B-BBEE MUST BE SUBMITTED TO BIDDING INSTITUTION.
1.5.THIS BID IS SUBJECT TO THE PREFERENTIAL PROCUREMENT POLICY FRAMEWORK ACT 2000 AND THE PREFERENTIAL PROCUREMENT REGULATIONS, 2017, THE GENERAL CONDITIONS OF CONTRACT (GCC) AND, IF APPLICABLE, ANY OTHER LEGISLATION OR SPECIAL CONDITIONS OF CONTRACT.

TAX COMPLIANCE REQUIREMENTS

2.1BIDDERS MUST ENSURE COMPLIANCE WITH THEIR TAX OBLIGATIONS.
2.2BIDDERS ARE REQUIRED TO SUBMIT THEIR UNIQUE PERSONAL IDENTIFICATION NUMBER (PIN) ISSUED BY SARS TO ENABLE THE ORGAN OF STATE TO VIEW THE TAXPAYER’S PROFILE AND TAX STATUS.
2.3APPLICATION FOR TAX COMPLIANCE STATUS (TCS) OR PIN MAY ALSO BE MADE VIA E-FILING. IN ORDER TO USE THIS PROVISION, TAXPAYERS WILL NEED TO REGISTER WITH SARS AS E-FILERS THROUGH THE WEBSITE
2.4BIDDERS MAY ALSO SUBMIT A PRINTED TCS TOGETHER WITH THE BID.
2.5IN BIDS WHERE CONSORTIA / JOINT VENTURES / SUB-CONTRACTORS ARE INVOLVED, EACH PARTY MUST SUBMIT A SEPARATE PROOF OF TCS / PIN / CSD NUMBER.
2.6WHERE NO TCS IS AVAILABLE BUT THE BIDDER IS REGISTERED ON THE CENTRAL SUPPLIER DATABASE (CSD), A CSD NUMBER MUST BE PROVIDED.

QUESTIONNAIRE TO BIDDING FOREIGN SUPPLIERS

3.1.IS THE BIDDER A RESIDENT OF THE REPUBLIC OF SOUTH AFRICA (RSA)? YES NO
3.2.DOES THE BIDDER HAVE A BRANCH IN THE RSA? YES NO
3.3.DOES THE BIDDER HAVE A PERMANENT ESTABLISHMENT IN THE RSA? YES NO
3.4.DOES THE BIDDER HAVE ANY SOURCE OF INCOME IN THE RSA? YES NO
IF THE ANSWER IS “NO” TO ALL OF THE ABOVE, THEN, IT IS NOT A REQUIREMENT TO OBTAIN A TAX COMPLIANCE STATUS / TAX COMPLIANCE SYSTEM PIN CODE FROM THE SOUTH AFRICAN REVENUE SERVICE (SARS) AND IF NOT REGISTER AS PER 2.3 ABOVE.

NB: FAILURE TO PROVIDE ANY OF THE ABOVE PARTICULARS MAY RENDER THE BID INVALID.

PART C

RETURNABLE DOCUMENTS

CHECKLISTOFRETURNABLESCHEDULESANDDOCUMENTS

Pleaseadheretothefollowinginstructions

Tickintherelevantblockbelow,thedocumentsandschedulesthatformpartofyourresponse

•Ensurethatthefollowingdocumentsarecompletedandsignedwhereapplicable:

•Use the prescribed sequence in attaching the annexes that complete the Bid Document

•Should all of these documents not be included, the bidder may be disqualified on the basis of non- compliance/ non-responsiveness

ADMINISTRATIVERESPONSIVENESS CRITERIA:

Bid form must be properly received on the bid closing date and time specified on the invitation, fully completed and signed in ink. Copies will not be acceptable.
Submission of applicable Resolution by the Legal Entity, or consortium / joint venture, authorising a dedicated person(s) to sign documents on behalf of the firm / consortium / joint venture.
Submission of an original valid Tax Clearance Certificate.
Copies of the Founding Statement – CIPC Document
Certified copies of South African Identity Documents or Valid Passports of Members. Directors / owner (In a case of a sole proprietor or Partnership)
Certified copies of all latest share certificates, in case of a Company
A Joint Venture Agreement in case of a Joint Venture
List of traceable references of previous and present clients, (Company name, department, branch, contact person with office telephone number, website and email address)
Company Profile
Completed SBD Documents, 1, 2, 3.3, 4, 8, 6.1, 9, and the General Condition of Contract
The use of correction fluid is strictly prohibited and will lead to disqualification, If any corrections are made on the bidding document, it needs to be initialled by the bidder
Summary Report of Central Supplier Database (CSD).

PART D

STANDARD BIDDING DOCUMENTS

TAXCLEARANCECERTIFICATESBD2

TAXCLEARANCECERTFICATE / PIN REQUIREMENTS

Itisaconditionofbidthatthetaxesofthesuccessfulbiddermustbeinorder,orthatsatisfactoryarrangementshavebeenmadewithSouthAfricanRevenueService(SARS)tomeetthebidder’staxobligations.

InordertomeetthisrequirementbiddersarerequiredtocompleteinfulltheattachedformTCC001“ApplicationforaTaxClearanceCertificate”andsubmitittoanySARSbranchofficenationally.TheTaxClearanceCertificaterequirementsarealsoapplicabletoforeignbidders/individualswhowishtosubmitbids.

SARS shall the n furnish the bidder with a Tax Clearance Certificate that shall be valid for aperiodofone(1)yearfromthedateofapproval.

TheoriginalTax ClearanceCertificate mustbe submitted togetherwith the bid.Failure tosubmit theoriginalandvalidTaxClearanceCertificateshallresultintheinvalidationofthebid.CertifiedcopiesoftheTaxClearanceCertificateshallnotbeacceptable.

InbidswhereConsortia/JointVentures/subcontractorsareinvolved,eachpartymustsubmitaseparateTaxClearanceCertificate.

Copies of the TCC 001“ApplicationforaTaxClearanceCertificate”form are availablefrom anySARSbranchofficenationallyoronthewebsite

ApplicationsfortheTaxClearanceCertificatesmayalsobemadeviaeFiling.Inordertousethisprovision,taxpayersshallneedtoregisterwithSARSaseFilersthroughthewebsite

RFQ2017/11/00___Page 1

ATTACHORIGINALANDVALIDTAXCLEARANCECERTIFICATE/ TAX COMPLIANCE STATUS PIN ISSUED ONTHISPAGE

RFQ2017/11/00___Page 1

DECLARATIONOFINTERESTSBD4

1.Anylegalperson, including personsemployed by the state¹, orpersonshavinga kinshipwithpersonsemployed by thestate,includingabloodrelationship,maymakeanofferoroffersintermsofthisinvitationtobid(includesapricequotation,advertisedcompetitivebid,limitedbidorproposal).Inviewofpossibleallegationsoffavoritism,shouldtheresultingbid,orpartthereof,beawardedtopersonsemployedbythestate,ortopersonsconnectedwithorrelatedtothem,itisrequiredthatthebidderorhis/her1authorizedrepresentativedeclarehis/herpositioninrelationtotheevaluating/adjudicatingauthoritywhere-

1.1thebidderisemployed bythe state;and/or

1.2thelegalpersononwhosebehalfthebiddingdocumentissigned,hasarelationshipwithpersons/apersonwhoare/isinvolvedintheevaluationandoradjudicationofthebid(s),orwhereitisknownthatsucharelationshipexistsbetweenthepersonorpersonsfororonwhosebehalfthedeclarantactsandpersonswhoareinvolvedwiththeevaluationandoradjudicationof thebid.

2.Inordertogiveeffecttotheabove,thefollowingquestionnairemustbecompletedandsubmittedwiththebid.

2.1FullNameof bidderorhisorherrepresentative:………………………………………….Identity Number:…………………………………

2.2PositionoccupiedintheCompany(director,trustee,shareholder²):………………………

2.3CompanyRegistrationNumber:…………………………………………………………..…….

2.4Tax Reference Number: ………………………………………………………………….……

2.5VAT Registration Number: …………………………………………………………………….

2.62.6.1The names of all directors / trustees / shareholders / members, their individual identity numbers, tax reference numbers and, if applicable, employee / persal numbers must be indicated in paragraph 3 below.

Areyouoranypersonconnected withthebidderpresentlyemployedbythestate?YES/NO

2.7.1Ifso,furnishthefollowingparticulars:

Nameofperson/director/trustee/shareholder/member:……….………………………………Nameofstateinstitutionatwhichyouorthepersonconnectedto thebidderisemployed:

…………………………………………………………………………………………………………………..

Positionoccupiedin the stateinstitution:…………………………………………………………………Anyotherparticulars:..…………………………………………………………………………………………

2.7.2Ifyouarepresentlyemployedbythestate,didyouobtaintheappropriateauthorityto undertakeremunerative

workoutsideemploymentinthepublicsector? / YES/NONO
n2.7.2.1 / Ifyes, didyouattachedproof of suchauthority to thebiddocument? / YES/NONO

(Note:Failureto submitproofof suchauthority, whereapplicable,may resultinthedisqualification of the bid.

2.7.2.2Ifno, furnishreasonsfor non-submissionof such proof:

…………………………………………………………………………………………………………….……………………

2.8Didyouoryourspouse,oranyofthecompany’sdirectors/trustees/shareholders/membersYES/NO

ortheirspousesconductbusinesswiththestateintheprevioustwelvemonths?

2.8.1Ifso, furnishparticulars:

…………………………………………………………………..………………………………………………………

¹“State” means –

(a)anynationalorprovincialdepartment,nationalorprovincialpublicentityorconstitutionalinstitutionwithinthemeaningofthePublic Finance ManagementAct, 1999 (ActNo. 1 of1999);

(b)any municipalityormunicipalentity;

(c)provinciallegislature;

(d)nationalAssembly orthe nationalCouncilofprovinces;or

(e)Parliament.

²”Shareholder”meansapersonwhoownssharesinthecompanyandisactivelyinvolvedinthemanagementoftheenterpriseorbusinessand exercisescontrol overtheenterprise.

2.9Doyou,oranypersonconnected withthebidder,haveanyrelationship(family,friend,other)YES/NO

withapersonemployed bythestateandwho may beinvolvedwiththeevaluationand/oraAdjudicationof this bid?Ifso, furnishparticulars.

……………………………………………………………...……………………………………………………………………

2.10Areyou,oranypersonconnectedwiththebidder,awareof anyrelationship(family,friend,other)YES/NO

betweenanyotherbidderandanypersonemployedby the statewho maybeinvolvedwiththeevaluationandoradjudicationof this bid?

Ifso, furnishparticulars.

…………..…………………………………………………………………………………………………………………………..……………………………………..

RFQ2017/11/00___Page 1

2.11Do youorany ofthedirectors/trustees/ shareholders/membersof thecompanyhaveanyinterestYES/NO

inanyotherrelatedcompanieswhetherornotthey arebiddingforthiscontract?

2.11.1Ifso, furnishparticulars:

……………..…………………………………………………….………………………………………………………………

3Fulldetails ofdirectors/trustees/members/shareholders.

FullName / IdentityNumber / Personal Tax ReferenceNumber / StateEmployeeNumber/PersalNumber

4DECLARATION

I, THEUNDERSIGNED (NAME)_CERTIFYTHATTHE INFORMATIONFURNISHEDINPARAGRAPHS2and3ABOVEISCORRECT.

IACCEPTTHATTHESTATEMAYREJECTTHEBIDORACTAGAINSTMEINTERMSOFPARAGRAPH23OFTHEGENERALCONDITIONSOFCONTRACTSHOULDTHISDECLARATIONPROVETOBEFALSE.

SignatureDate

PositionNameofbidder

RFQ2017/11/00___Page 1

PPPFACLAIMFORMSBD6.1

PREFERENCEPOINTSCLAIMFORMINTERMSOFTHEPREFERENTIAL

PROCUREMENTREGULATIONS2011

Thispreferenceformmustform partof allbidsinvited.Itcontainsgeneralinformationandserves asaclaim formforpreferencepointsforBroad-BasedBlackEconomicEmpowerment(B-BBEE)StatusLevelofContribution

NB:BEFORECOMPLETINGTHISFORM,BIDDERSMUSTSTUDYTHEGENERALCONDITIONS,DEFINITIONSANDDIRECTIVESAPPLICABLEINRESPECTOFB-BBEE,ASPRESCRIBEDINTHEPREFERENTIALPROCUREMENTREGULATIONS,2011.

1.GENERAL CONDITIONS

1.1The followingpreferencepointsystems areapplicableto all bids:

-the80/20 systemforrequirements with a Rand value ofupto R1000000 (allapplicabletaxesincluded);and

-the90/10 systemforrequirements with a Rand value aboveR1 000000 (allapplicabletaxes included).

1.2Thevalueofthisbidisestimatedto be less than R1000000(allapplicabletaxesincluded)andthereforethe80/20systemshallbeapplicable.

1.3Preference pointsforthis bid shall beawarded for:

(a)Price;and

(b)B-BBEEStatus LevelofContribution.

1.3.1The maximumpoints forthis bid areallocated asfollows:

POINTS

1.3.1.1PRICE80

1.3.1.2B-BBEESTATUSLEVEL OFCONTRIBUTION20

TotalpointsforPriceand B-BBEEmust not exceed100

1.4Failureonthepartofabiddertofillinand/ortosignthisform andsubmitaB-BBEE VerificationCertificatefrom aVerificationAgencyaccreditedbytheSouthAfricanAccreditationSystem(SANAS)oraRegisteredAuditorapprovedbytheIndependentRegulatoryBoardofAuditors(IRBA), Affidavit from Police, anAccountingOfficerascontemplatedintheCloseCorporationAct(CCA) togetherwiththe bid, willbeinterpreted to mean thatpreferencepointsforB-BBEEstatus levelofcontribution arenotclaimed.

1.5Thepurchaserreservestherighttorequireofabidder,eitherbeforeabidisadjudicatedoratanytimesubsequently,tosubstantiate any claimin regard to preferences,in any mannerrequired bythepurchaser.

2.DEFINITIONS

2.1“allapplicabletaxes”includesvalue-addedtax,payasyouearn,incometax,unemploymentinsurancefundcontributionsandskills developmentlevies;

2.2“B-BBEE”meansbroad-basedblackeconomicempowermentasdefinedinsection1oftheBroadBasedBlackEconomicEmpowermentAct;

2.3“B-BBEEstatuslevelofcontributor”meanstheB-BBEEstatusreceivedbyameasuredentitybasedonitsoverallperformanceusingtherelevantscorecardcontainedintheCodesofGoodPracticeonBlackEconomicEmpowerment,issuedintermsofsection 9(1)oftheBroad-Based BlackEconomic EmpowermentAct;

2.4“bid”meansawrittenofferinaprescribedorstipulatedforminresponsetoaninvitationbyanorganofstatefortheprovisionofservices,works orgoods,through price quotations,advertised competitivebiddingprocesses orproposals;

2.5“Broad-BasedBlackEconomicEmpowermentAct”meanstheBroad-BasedBlackEconomicEmpowermentAct,2003(ActNo.53 of2003);

2.6“comparativeprice”meansthepriceafterthefactorsofanon-firmpriceandallunconditionaldiscountsthatcanbeutilizedhavebeen taken intoconsideration;

2.7“consortiumorjointventure”meansanassociationofpersonsforthepurposeofcombiningtheirexpertise,property,capital,efforts,skilland knowledge inan activity fortheexecution ofacontract;

2.8“contract”notdefined.means the agreementthatresultsfromtheacceptanceofa bid by anorgan of state;“EME”means any enterprise with anannual totalrevenueofR5 million orless.

2.9“Firmprice”meansthepricethatisonlysubjecttoadjustmentsinaccordancewiththeactualincreaseordecreaseresultingfromthechange,imposition,orabolitionofcustomsorexcisedutyandanyotherduty,levy,ortax,which,intermsofthelaworregulation,isbindingonthecontractoranddemonstrablyhasaninfluenceonthepriceofanysupplies,ortherenderingcosts ofany service,forthe executionofthe contract;

2.10“functionality”meansthemeasurementaccordingtopredeterminednorms,assetoutinthebiddocuments,ofaserviceorcommoditythatisdesignedtobepracticalanduseful,workingoroperating,takingintoaccount,amongotherfactors,thequality,reliability,viability and durability ofa service andthetechnicalcapacity and abilityofa bidder;

2.11“non-firmprices” means all prices otherthan “firm” prices;

2.12“person” includes a juristic person;

2.13“randvalue”meansthetotalestimatedvalueofacontractinSouthAfricancurrency,calculatedatthetimeofbidinvitations,and includes allapplicabletaxes andexciseduties;

2.14“sub-contract”meanstheprimarycontractor’sassigning,leasing,makingoutworkto,oremploying,anotherpersontosupportsuch primary contractorin theexecution ofpartofa projectin terms ofthecontract;

2.15“totalrevenue”bearsthesamemeaningassignedtothisexpressionintheCodesof GoodPracticeonBlackEconomicEmpowerment,issuedintermsofsection9(1)oftheBroad-BasedBlackEconomicEmpowermentActandpromulgatedintheGovernmentGazetteon 9 February 2007;

2.16“trust”meansthearrangementthroughwhichthepropertyofonepersonismadeoverorbequeathedtoatrusteetoadministersuch property forthe benefitofanotherperson;and

2.17“trustee”meansanyperson,includingthefounderofatrust,towhompropertyisbequeathedinorderforsuchpropertytobeadministered forthebenefitofanother person.

3.ADJUDICATION USINGA POINT SYSTEM

3.1The bidderobtainingthehighestnumberoftotalpoints willbe awardedthe contract.

3.2Preferencepointsshallbecalculatedafterpriceshavebeenbroughttoacomparativebasistakingintoaccountallfactorsofnon-firmprices and allunconditionaldiscounts;.

3.3Points scored mustberounded offtothenearest2 decimalplaces.

3.4Intheeventthattwoormorebidshavescoredequaltotalpoints,thesuccessfulbidmustbetheonescoringthehighestnumberofpreferencepointsforB-BBEE.

3.5However,whenfunctionalityispartoftheevaluationprocessandtwoormorebidshavescoredequalpointsincludingequalpreference points forB-BBEE,thesuccessfulbid mustbe theonescoringthehighestscore forfunctionality.

3.6Should two ormore bids beequalinallrespects,theaward shallbedecided by thedrawingoflots.

4.POINTSAWARDED FORPRICE

4.1THE 80/20 PREFERENCEPOINT SYSTEMS

A maximumof80 points is allocated forpriceon thefollowingbasis:

80/20

Where

Ps / = / Points scoredforcomparativeprice ofbid underconsideration
Pt / = / Comparative price ofbid underconsideration
Pmin / = / Comparative price oflowestacceptablebid

Pointsawarded forB-BBEEStatusLevelof Contribution

5.1IntermsofRegulation5(2)and6(2)ofthePreferentialProcurementRegulations,preferencepointsmustbeawardedtoabidderforattainingtheB-BBEEstatuslevelofcontribution in accordancewith thetable below

B-BBEE Status Level of Contributor / Number of points
(90/10 system) / Number of points
(80/20 system)
1 / 10 / 20
2 / 9 / 18
3 / 8 / 16
4 / 5 / 12
5 / 4 / 8
6 / 3 / 6
7 / 2 / 4
8 / 1 / 2
Non-compliant contributor / 0 / 0

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5.2BidderswhoqualifyasEMEsintermsoftheB-BBEEActmustsubmitacertificateissuedbyanAccountingOfficerascontemplatedintheCCAoraVerificationAgencyaccreditedbySANASora RegisteredAuditor. RegisteredauditorsdonotneedtomeettheprerequisiteforIRBA’sapprovalforthepurposeofconductingverificationandissuingEMEswithB-BBEEStatusLevelCertificates.

5.3BiddersotherthanEMEsmustsubmittheiroriginalandvalidB-BBEEstatuslevelverificationcertificateoracertifiedcopythereof,substantiatingtheirB-BBEEratingissuedbyaRegisteredAuditorapprovedbyIRBAoraVerificationAgencyaccreditedby SANAS.

5.4Atrust,consortiumorjointventure,willqualifyforpointsfortheirB-BBEEstatuslevelasalegalentity,providedthattheentitysubmits theirB-BBEEstatus levelcertificate.

5.5A trust,consortiumorjointventurewill qualifyforpointsfortheirB-BBEEstatuslevelas an unincorporated entity,provided thattheentitysubmitstheirconsolidatedB-BBEEscorecardasiftheywereagroupstructureandthatsuchaconsolidatedB-BBEEscorecardis prepared foreveryseparate bid.

5.6Tertiaryinstitutions and publicentities will berequiredto submittheirB-BBEEstatus levelcertificates interms ofthespecializedscorecardcontainedin theB-BBEECodes ofGood Practice.

5.7A person willnotbeawarded pointsforB-BBEEstatuslevelifitis indicatedin the biddocumentsthatsuch abidderintends sub-contractingmorethan25%ofthevalueofthecontracttoanyotherenterprisethatdoesnotqualifyforatleastthepointsthatsuchabidderqualifiesfor,unlesstheintendedsub-contractorisanEMEthathasthecapabilityandabilitytoexecutethesub-contract.

5.8A person awarded a contractmay notsub-contractmorethan 25% ofthevalueofthecontractto anyotherenterprisethatdoesnothavean equalorhigherB-BBEEstatus levelthanthepersonconcerned,unlessthecontractis sub-contracted toan EMEthathas the capability and ability toexecute the sub-contract.

6.BID DECLARATION

6.1Bidders who claimpoints in respectofB-BBEEStatus LevelofContributionmustcomplete the following:

7.B-BBEESTATUSLEVEL OFCONTRIBUTION CLAIMED IN TERMSOFPARAGRAPHS1.3.1.2AND 5.1

7.1B-BBEEStatus LevelofContribution:………….= ……………(maximumof20 points)

7.2

(Pointsclaimedinrespectofparagraph7.1mustbeinaccordancewiththetablereflectedinparagraph5.1andmustbesubstantiatedbymeansofaB-BBEEcertificateissuedbyaVerificationAgencyaccreditedbySANASoraRegisteredAuditorapproved by IRBAoran AccountingOfficeras contemplated inthe CCA or Sworn Affidavit).

8SUB-CONTRACTING

8.1Will any portion ofthecontractbesub-contracted? YES / NO (delete which is notapplicable)

Ifyes,indicate:

(i)whatpercentage ofthe contractwill besubcontracted?………...... …………………….…%

(ii)the name ofthesub-contractor?……………………………………….………..

(iii)theB-BBEEstatuslevelofthe sub-contractor?…………………………………….…………..

(iv)whetherthesub-contractoris anEME?YES / NO (delete which is notapplicable)

9DECLARATION WITH REGARD TO COMPANY/FIRM

9.1Nameofcompany/firm

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9.2VATregistration number

9.3Company registration number

9.4TYPEOFCOMPANY/FIRM[TICKAPPLICABLEBOX]



Partnership/JointVenture / Consortium

One person business/solepropriety

Closecorporation

Company

(Pty)Limited

9.5DESCRIBEPRINCIPAL BUSINESSACTIVITIES

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9.6COMPANYCLASSIFICATION[TICKAPPLICABLEBOX]

Manufacturer

Supplier

Professionalservice provider

Otherservice providers, e.g. transporter,etc.

9.7Totalnumberofyearsthecompany/firmhas been in business?

9.8I/we,theundersigned,whois/aredulyauthorisedtodosoonbehalfofthecompany/firm,certifythatthepointsclaimed,basedontheB-BBEstatuslevelofcontributionindicatedinparagraph7oftheforegoingcertificate,qualifiesthe company/firmforthe preference(s) shown and I / weacknowledge that:

(i)The information furnishedis trueandcorrect;

(ii)he preferencepoints claimed areinaccordancewiththe GeneralConditions as indicated in paragraph 1ofthisform.

(iii)In theeventofacontractbeingawarded as a resultofpoints claimed as shown in paragraph 7, thecontractormay berequiredto furnish documentary proofto the satisfaction ofthe purchaserthattheclaims are correct;

(iv)IftheB-BBEEstatuslevelofcontributionhasbeenclaimedorobtainedonafraudulentbasisoranyoftheconditionsofcontracthave notbeenfulfilled,the purchasermay,in addition toany otherremedy itmay have–

(a)disqualify theperson fromthe biddingprocess;

(b)recovercosts,losses ordamages ithas incurredorsuffered asa resultofthatperson’s conduct;

(c)cancel the contract and claim any damageswhich it has suffered as a result of having to make lessfavourablearrangements dueto suchcancellation;

(d)restrictthebidderorcontractor,itsshareholdersanddirectors,oronlytheshareholdersanddirectorswhoactedonafraudulentbasis,fromobtainingbusinessfromanyorganofstateforaperiodnotexceeding10years,aftertheaudialterampartem(heartheotherside)rulehasbeenapplied;andforwardthematterforcriminalprosecution

WITNESSES:

DATE:

ADDRESS:

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[The tenderers BEE Verification Certificate must be inserted here]

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DECLARATIONOFBIDDER’SPASTSCMPRACTICESSBD8

1ThisStandardBiddingDocumentmustform partofallbidsinvited.

2Itservesasadeclarationtobeusedbyinstitutionsinensuringthatwhengoodsandservicesarebeingprocured,allreasonablestepsaretakento combattheabuseofthesupplychainmanagementsystem.

3Thebidofany biddermay bedisregardedif thatbidder, orany ofitsdirectorshave-

a.abusedtheinstitution’ssupplychainmanagementsystem;

b.committedfraudoranyotherimproperconductinrelationto suchsystem; or

c.Failedto performonanypreviouscontract.

4Inordertogiveeffecttotheabove,thefollowingquestionnairemustbecompletedandsubmittedwiththebid.

CERTIFICATION BY BIDDER:

I,THEUNDERSIGNED(FULLNAME)…………………………………………………

CERTIFYTHATTHEINFORMATIONFURNISHEDONTHISDECLARATIONFORMISTRUEANDCORRECT

IACCEPTTHAT,INADDITIONTOCANCELLATIONOFACONTRACT,ACTIONMAYBETAKENAGAINSTMESHOULDTHISDECLARATIONPROVETOBEFALSE.

Signature…………………………..…………………..Date…………………………

Position………………………….. Bidders Name…………………………………………

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CERTIFICATEOFINDEPENDENTBIDDETERMINATIONSBD9

1ThisStandardBiddingDocument(SBD) mustform partofallbids¹invited.

2Section4(1)(b)(iii)oftheCompetitionActNo.89of1998,asamended,prohibitsanagreementbetween,orconcertedpracticeby,firms,oradecisionbyanassociationoffirms,ifitisbetweenpartiesina horizontalrelationshipandifitinvolvescollusivebidding (orbidrigging).²Collusivebiddingisprohibitionmeaningwhen it cannotbejustifiedunder anygrounds.

3TreasuryRegulation16A9prescribesthataccountingofficersandaccountingauthoritiesmusttakeallreasonablestepstopreventabuseofthesupplychainmanagementsystemandauthorizesaccountingofficersandaccountingauthoritiesto:

a.disregardthebid ofanybidderifthatbidder,oranyofitsdirectorshaveabusedthe institution’ssupplychainmanagementsystemandorcommittedfraudoranyotherimproperconductinrelationtosuchsystem.

b.cancelacontractawardedtoasupplierofgoodsandservicesifthesuppliercommittedanycorruptorfraudulentactduringthebidding processortheexecutionofthatcontract.

4ThisSBDservesasacertificateofdeclarationthatwouldbeusedbyinstitutionstoensurethat,whenbidsareconsidered,reasonablestepsare takento preventanyformofbid-rigging.

5In ordertogive effecttothe above,the attachedCertificate of Bid Determination(SBD 9)must becompleted andsubmittedwiththebid:

¹Includespricequotations,advertisedcompetitivebids,limitedbidsandproposals.

²Bidrigging(orcollusivebidding)occurswhenbusinesses,thatwouldotherwisebeexpectedtocompete,secretlyconspiretoraisepricesorlowerthequalityofgoodsand/orservicesforpurchaserswhowishtoacquiregoodsand/orservicesthroughabiddingprocess.Bidriggingis,therefore,anagreementbetweencompetitorsnottocompete.

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CERTIFICATEOFINDEPENDENTBIDDETERMINATION

I,theundersigned,insubmitting theaccompanying bid:

SBD9

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For a consultant/ service provider herebymakethefollowingstatementsthatIcertifyto betrueandcompleteineveryrespect:

Icertify, onbehalfof:that:

(NameofBiddingCompany)

1.IhavereadandIunderstandthe contentsofthisCertificate;

2.IunderstandthattheaccompanyingbidwillbedisqualifiedifthisCertificateisfoundnottobetrueandcompleteineveryrespect;

3.IamauthorizedbythebiddertosignthisCertificate,andto submittheaccompanyingbid,onbehalfof thebidder;

4.Eachpersonwhosesignatureappearsontheaccompanyingbidhasbeenauthorizedbythebiddertodeterminethetermsof, andto signthebid,on behalf ofthebidder;

5.ForthepurposesofthisCertificateandtheaccompanyingbid,Iunderstandthattheword“competitor”shallincludeanyindividualororganization,otherthanthebidder,whetherornotaffiliatedwith the bidder,who:

(a)hasbeenrequestedto submitabidinresponsetothisbidinvitation;

(b)couldpotentially submitabidinresponsetothisbid invitation, basedontheirqualifications, abilitiesorexperience;and

(c)providesthesamegoodsand servicesasthebidderand/orisinthesamelineof businessasthebidder.

6.Thebidderhasarrivedattheaccompanyingbidindependentlyfrom,andwithoutconsultation,communication,agreementorarrangementwithanycompetitor.Howevercommunicationbetweenpartnersinajointventureorconsortium³willnotbeconstruedascollusive bidding.

7.Inparticular,withoutlimitingthegeneralityofparagraphs6above,therehasbeennoconsultation,communication,agreementorarrangementwithanycompetitorregarding:

(a)prices;

(b)geographicalareawhereproduct orservicewillberendered(marketallocation)

(c)methods,factorsorformulasusedto calculateprices;

(d)theintentionordecisionto submitornottosubmit, abid;

(e)thesubmissionofabidwhichdoesnotmeetthespecificationsandconditionsofthebid; or

(f)biddingwiththe intention nottowinthebid.

8.Inaddition,therehavebeennoconsultations,communications,agreementsorarrangementswithanycompetitorregardingthequality,quantity,specificationsandconditionsordeliveryparticularsoftheproductsorservicestowhichthisbid invitationrelates.

9.Thetermsoftheaccompanyingbidhavenotbeen,andwillnotbe,disclosedbythebidder,directlyorindirectly,toanycompetitor,priorto thedate andtimeof theofficialbidopeningorof theawardingofthecontract.

10.Iamawarethat,inadditionandwithoutprejudicetoanyotherremedyprovidedtocombatanyrestrictivepracticesrelatedtobidsandcontracts,bidsthataresuspiciouswillbereportedtotheCompetitionCommissionforinvestigationandpossibleimpositionofadministrativepenaltiesintermsofsection59oftheCompetitionActNo89of1998andormaybereportedtotheNationalProsecutingAuthority(NPA)forcriminalinvestigationandormayberestrictedfromconductingbusinesswiththepublicsectorforaperiodnotexceedingten(10)yearsintermsofthePreventionandCombatingofCorruptActivitiesActNo 12of2004oranyotherapplicablelegislation.

……………………………………………………………………………………

SignatureDate

………………………………………………….…………………………………

PositionNameofBidder

³Joint ventureorConsortiummeansan association of personsforthepurposeof combiningtheirexpertise, property, capital, efforts,skilland knowledgein an activityfortheexecution of a contract.

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PERFORMANCE RECORD

PART E

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PLEASEFURNISHUSWITHATLEASTFIVEREFERENCESINTHEBELOWTABLEASTHEREAREPOINTSALLOCATEDFOREACHREFERENCE: Please INCLUDE Reference Letters to support this statement- The reference must be in line with the TOR

EMPLOYER:CONTACTPERSONANDTELEPHONENUMBER / NATUREOFSERVICE / CONTRACTVALUE(INCLUSIVEofVAT) / DATECOMPLETEDOREXPECTEDTOBECOMPLETED

SIGNATURE: ...... ………….....……...DATE:……......

(ofpersonauthorizedtosignonbehalfoftheTenderer)

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CERTIFICATEOFINCORPORATION

REGISTRATIONCERTIFICATE/AGREEMENT/IDDOCUMENT(inacaseofaSoleProprietor)

[ImportantnotetoTenderer:RegistrationCertificatesforCompanies,CloseCorporationsandPartnerships,orAgreementsandPowersofAttorneyforJointVentures,orIDdocumentsforSoleProprietors,allasreferredtointheListofCompulsoryReturnableSchedulesandDocuments,mustbeinsertedhere]

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SERVICE PROVIDER/ CONSULATNT (PLEASEATTACHCOMPANY PROFILE/ CURRICULUME VITAE HERE WITH SUPPORTING DOCUMENTS)

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PART F

EVALUATION / SELECTION CRITERIA:

Criterion A– Compulsory Requirements/ Administrative Responsive Compliance

Bidders will first be evaluated on terms of the minimum requirements / gatekeepers. Bidders who do not fulfil all the requirements or do not submit the required documents will be disqualified. Those who fulfil all the minimum requirements or have submitted the required documents will be further evaluated on criterion B which is the functionality.

Criterion B – Functionality

Below is the Functionality point’s breakdown

This form will be used to evaluate the most suitable Service Provider using the below

Evaluation criteria. Bidders must obtain the Minimum point of 60 out of 100 to be evaluated on

Price & BEE (refer to SBD 6.1 for Adjudication process on Price & BEE)

Description For Evaluation Functionality / Weight Score
Evaluation criteria to be used for Selection
1 / Requisite qualifications as per terms of reference / 40
2 / Requisite experience as per terms of reference / 40
3 / Has experience listed as an added advantage as per terms of reference / 20
Total Points / 100

PRICING DATA

Pricing Instructions

•TheTenderermustpriceALLitems containedinthePricingSchedule (inclusive of VAT) refer to SBD 3.3 and detailed price Breakdown on their company letter head.

•Thebiddermay,attheirdiscretion,providealternativepricingproposals.Indoingso,thebiddermustelaborateindetailandshouldlimitalternativeproposalstonomorethan2.

•Rates aretoincludeallcosts withno unspecified costto arise.

•Yearly price increasesmust be Included and clearly indicated in the pricing Schedule,

•Therateremainsfixedbut subjecttopriceescalationontheanniversary of thecontractofnomorethanCPIasreleasedbyStatsSA fromtimetotime.This must beagreedandisnotautomatic(ifapplicable).

•Please complete SBD 3.3 for pricing

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PRICINGSCHEDULE

(ProfessionalServices)- Please include your Quotation as well in you company letterhead- Cost Breakdown and Activities to be conducted

SBD3.3

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OFFERTOBEVALIDFOR…………DAYSFROMTHECLOSINGDATEOFBID.

ITEMNO / DESCRIPTION / BIDPRICEINRSACURRENCY
**(ALLAPPLICABLETAXESINCLUDED)
Theaccompanyinginformationmustbeusedfortheformulationofproposals.
2. / Biddersarerequiredtoindicateaceilingpricebasedonthetotalestimatedtimeforcompletionofallphasesandincludingallexpensesinclusiveofallapplicabletaxesfortheproject. / R………..………………………………………
3. / personswhowillbeinvolvedintheprojectandratesapplicable(certifiedinvoicesmustberenderedintermshereof)
4. / personandposition / DAILYRATE
------/ R------/ ------
------/ R------/ ------
------/ R------/ ------
5. / phasesaccordingtowhichtheprojectwillbecompleted,costperphaseandman-daystobespent
------/ R------/ ------
------/ R------/ ------
------/ R------/ ------
5.1 / Travelexpenses(specify,forexamplerate/kmandtotalkm,classofairtravel,etc.).Onlyactualcostsarerecoverable.Proofoftheexpensesincurredmustaccompanycertifiedinvoices.
DESCRIPTIONOFEXPENSETOBEINCURRED / RATE / QUANTITY / AMOUNT
------
------
……………….
………………. / ……………..
…………….. / R……………R………………..
------/ ……………..
…………….. / ……………..
…………….. / R……………
------
------/ ……………..
…………….. / ……………..
…………….. / R……………
R………………..

TOTAL:R………………………………………

5.2 / Otherexpenses,forexampleaccommodation(specify,eg.Three
starhotel,bedandbreakfast,telephonecost,reproductioncost,
etc.).Onbasisoftheseparticulars,certifiedinvoiceswillbechecked
forcorrectness.Proofoftheexpensesmustaccompanyinvoices.
DESCRIPTIONOFEXPENSETOBEINCURRED / RATE / QUANTITY / AMOUNT
------
------/ ……………….
……………… / ……………..
…………….. / R………………..R………………..
------
------/ ……………….
………………. / ……………..
…………….. / R………………..
R………………..
TOTAL:R………………………………………………….
6. / Periodrequiredforcommencementwithprojectafteracceptanceofbid / ……………………………………………………………….
7. / Estimatedman-daysforcompletionofproject / …………………………………………………

**”allapplicabletaxes”includesvalue-addedtax,payas youearn,incometax,unemploymentinsurancecontributionsandskillsdevelopmentlevies

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8.Aretheratesquotedfirmforthefullperiodofcontract?*YES/NO

9.Ifnotfirmforthefullperiod,providedetailsofthebasison which

adjustmentswillbeappliedfor,forexampleconsumerpriceindex.……………………………………………

……………………………………………

NB: TERMS AND CONDITIONS WILL APPLY TO PRICING: VAT WILL BE PAID TO VAT VENDORS, AND CONTRACT WILL BE AWARDED TO COMPLIANT BIDDER.

Bidders must include their VAT Certificate and Tax Clearance Certificate

Also Attach your pricing schedule together with the project breakdown or list of activities.

Price must be fixed for the entire period at a Rand Value