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Technical Enquiries Name: Consulate Tseisi
Designation: Program Manager
Email: consulatet@idt.org.za
Tel: 053 807 2666
General Enquiries Name: Molefi Gaobepe
Designation: Admin & Finances Manager
Email:molefig@idt.org.za
Tel: 053 807 2678
INDEPENDENT DEVELOPMENT TRUST
EXPRESION OF INTEREST (EOI)
EOI NO.: IDTNC-PANEL 2019-2022
INVITATION OF BUILT ENVIRONMENT PROFESSIONALS TO ESTABLISH A PANEL OF CONSULTANTS FOR THE INDEPENDENT
DEVELOPMENT TRUST
NORTHERN CAPE REGION
January 2019
PREPARED BY:
Independent Development Trust
2 Floor, Block 3
Montrio Corporate Park
10 Olivier Road
Monument Heights
Kimberley
8300
Name of Bidder: ……………………………………………………………………………………………
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Discipline: ……………………………………………………………………………………………
Table of Contents
Abbreviations and Acronyms
Definitions
Invitation to Submit Expression of Interest
1 BACKGROUND
1.1 IDT as an Entity
1.2 Project Background
1.3 Project Purpose
2 SCOPE OF WORKS
2.1 Project Manager
2.2 Architect
2.3 Quantity Surveyor
2.4 Engineers (Civil & Structural, Electrical and Mechanical)
2.5 Occupational Health & Safety
3 NOTES
4 PRESENTATION OF PROPOSALS
5 ASSESSMENT CRITERIA
ATTACHMENTS
SBD 4 - Declaration of Interest
SBD 6.1 - Preference Points Claim Form in terms of Preferential Procurement Regulations 2011
SBD 8 - Declaration of Bidder's Past Supply Chain Management Practices (SBD 8)
SBD - 9 - Certificate of Independent Bid Determination
Compulsory Enterprise Questionnaire
Form B2.1 Evaluation Schedule: Experience On Previous Projects References
Page | 3
ABBREVIATIONS AND ACRONYMS
B-BBEE Broad-based Black Economic Empowerment
B-BBEEA Broad-based Black Economic Empowerment Act 53 of 2003
B-BBEE Codes Broad-based Black Economic Empowerment Codes of Good Practice-2007
DTI Department of Trade and Industry
EME Exempt Micro Enterprise
EOI Expression of Interest
IDT Independent Development Trust
IRBA Independent Regulatory Board of Auditors
PCCA Prevention and Combating of Corrupt Activities Act 12 of 2004
PFMA Public Finance Management Act (Act 1 of 1999)
PPPFA Preferential Procurement Policy Framework Act (Act 5 of 2000)
QSE Qualifying Small Enterprise
SANAS South African National Accreditation System
SARS South African Revenue Service
SCM Supply chain management
SMME Small, Medium and Micro Enterprises
CSD Central Supplier Database
DEFINITIONS
Accreditation Body
Means the South African National Accreditation System or any other entity appointed by the Minister from time to time whose function it is to: Accrediting verification agencies Developing, maintaining and enforcing of Verification Standards
B-BBEE status level of contributor
means the B-BBEE status received by a measured entity based on its overall performance using the relevant scorecard contained in the Codes of Good Practice on Black Economic Empowerment, issued in terms of section 9(1) of the Broad-Based Black Economic Empowerment Act;
Bid Specification
A specification that lays down the characteristics of goods to be procured or their related processes and production methods, or the characteristics of services to be procured or their related operating methods, including the applicable administrative provisions, and a detailed requirement relating to conformity assessment procedures that an entity prescribes and shall include TOR for specialised services.
Black People means 'African', 'Indian' and 'Coloured' people who are citizens of the Republic of South Africa by birth; or are citizens of the Republic of South Africa by naturalisation before the commencement date of the Constitution of South Africa Act (1993); or became citizens of the Republic of South Africa after the commencement of the of the Constitution of South Africa Act (1993), but who for the Apartheid policy that has been in place to that date, would have
Page | 4
been entitled to acquire citizenship by naturalisation prior to that date.
Broad based black empowerment
Means broad-based black empowerment means the empowerment of all black people including women, workers, youth, people with disabilities and people living in rural areas through diverse but integrated social-economic strategies that include, but are not limited to: Increase the number of black people that manage, own and control enterprises and productive assets; Facilitating ownership and management of enterprises and productive assets by communities, workers, cooperatives and other collective enterprises Human resources and skills development Achieving equitable representation in all occupational categories and levels in the workforce Preferential procurement; and Investment in enterprises that are owned or managed by black people.
Broad based black empowerment Act
means the Broad-Based Black Economic Empowerment Act, 2003 (Act No. 53 of 2003)
Close family member
Shall mean:- member of the same household, parent (including adoptive parent), parent-in-law, son (including adoptive son), son-in-law, daughter (including adoptive daughter), daughter-inlaw, step-parent, step-son, step-daughter, brother, sister, grandparent, grandchild, uncle, aunt, nephew, niece, the spouse or unmarried partner with relation to any of the person’s above.
Code of Ethics refer to the IDT Code of Ethics for Management and Staff as may be amended from time to time.
Consortium or joint venture
Means an association of persons for the purpose of combining their expertise, property, capital, efforts, skill and knowledge in an activity for the execution of a contract.
Contract Means the agreement that results from the acceptance of a bid by ECDC.
Designated sector
Means a sector, sub-sector or industry that has been designated by the DTI in line with national development and industrial policies for local production, where on local produced goods or locally manufactured goods meet the stipulated minimum threshold for local production and content.
Duly sign means a document that has been signed by the Chief Financial Officer or other legally responsible person nominated in writing by the Chief Executive, or senior member / person with management responsibility (close corporation, partnership or individual).
Exempt Micro Enterprise
means an enterprise with a specified total annual revenue of less than the amount stipulated
Page | 5
(EME) below per sector if and only if a certificate has been received issued by a registered auditor, accounting officer into. section 60(4) of the Close Corporation Act or an accredited verification agency. Tourism sector – R2,5 million Construction sector applicable to the Built Environment professional – R1.5 million All other sector R5 million
Family member Means a husband or wife, any partner in a customary union according to indigenous law or any partner in a relationship where the parties live together in a manner resembling a marital partnership or a customary union; and any person related to either one or both persons referred above within the second degree through a marriage, a customary union or a relationship or the third degree of consanguinity.
Fronting Means a deliberate circumvention or attempted circumvention of the B-BBEE Act and the Codes. Fronting commonly involves reliance on data or claims of compliance based on misrepresentation of facts, whether made by the party claiming compliance or by any other person.
Functionality Means the measurement according to predetermined norms, as set out in the tender documents, of a service or commodity that is designed to be practical or useful, working or operating, taking into account, among other factors, the quality, reliability, viability and durability of a service and the technical capacity and ability of the tenderer.
In the service of the state
means: an employee of any municipality who has a performance contract with the municipality and is employed on a permanent, temporary or short term basis. an employee or public servant of any national or provincial government as defined in terms of Public Services Act. a member who – is a councillor of any municipal council as defined in the Local Government Municipal Structures Act (Act No 117 of 1998); is a politician serving in any provincial legislature; or is a politician serving in the National Assembly or the National Council of Provinces; a member of the board of directors of any municipal entity; an employee and a member of a government owned entity as defined in the Public Finance Management Act (Act No 1 of 1999); and / or such other meaning ascribed to it by National Legislation from time to time.
Page | 6
Person Includes a juristic person.
Qualifying Small Entity
Means a qualifying small entity that qualifies for measurement under the QSE B-BBEE scorecard with a turnover of between R5-R35 million.
Service Level Agreement
Shall have the same meaning assigned as “Contract”
Shareholder Means a person who owns shares in the company and is actively involved in the management of the enterprise or business and exercises control over the enterprise.
State Means: any national or provincial department, national or provincial public entity or constitutional institution within the meaning of the PFMA any municipality or municipal entity national Assembly or the national Council of Provinces; or parliament
Sub-Contract Means the primary contractor’s assigning, leasing, making out work to, or employing, another person to support such primary contractor in the execution of part of a project in terms of the contract.
Tender The same meaning is assigned as ‘Bid” above.
Trust Means the arrangement through which the property of one person is made over or bequeathed to a trustee to administer such property for the benefit of another person.
Trustee Means any person, including the founder of a trust, to whom property is bequeathed in order for such property to be administered for the benefit of another person.
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INVITATION TO SUBMIT EXPRESSIONS OF INTEREST
A CALL FOR PROFESSIONAL SERVICE PROVIDERS IN THE BUILT ENVIRONMENT
TO SUBMIT EXPRESSIONS OF INTEREST TO BE ON A PRE-APPROVED PANEL OF
PROFESSIONAL SERVICE PROVIDERS IN THE NORTHER CAPE REGION AT THE IDT
FOR A PERIOD OF 36 MONTHS
The Independent Development Trust (IDT) in the Gauteng Province hereby calls for
Expression of Interest from suitably qualified and experienced service providers from the
built environment profession to establish a pre-approved panel of Professional Service
Providers (PSPs) for infrastructure projects in Northern Cape to be utilised for a period of
36months. The following categories of professional service providers are invited:
Project Managers;
Quantity Surveyors;
Architects;
Civil Engineers
Structural Engineers;
Electrical Engineers and Mechanical Engineers;
Health and Safety Consultants and
Only PSP’s/ consultants who are professionally registered with relevant professional bodies are eligible to submit expressions of interest. Entities with multi disciplines must submit individual bids per discipline. Proposals will be evaluated in terms of the Mandatory Requirements and Generic Functionality Criteria as follows: A compulsory clarification meeting with the representatives of the Employer will take place at the IDT offices situated 10 Oliver Road Montrio Corporate Park, Block 3, 2nd Floor Monuments Heights Kimberley on the 01 February 2019 at 10H00. PHASE ONE - MANDATORY REQUIREMENTS/ DOCUMENTATION MANDATORY RETURNABLE DOCUMENTS
1. Proof of registration with Central Supplier Database (CSD), Full CSD Report. 2. A copy of the bidder’s Professional Indemnity Insurance Certificate (Minimum of
R3m) is required for all PSP’s except OHS (R1m) 3. Signed Joint Venture Agreement/ Consortium where applicable 4. Professional registration of the company directors/ Members. 5. Copies of Identity Documents of Members/Directors/Shareholders of the company 6. Valid CIPC documents/ Copies of company registration documents 7. Valid letter of Good Standing (COIDA)/ FEM 8. Fully Completed and signed Standard Bidding Documents:
SBD 4: Declaration of interest
SBD 6.1: Preference points claim form in terms of Preferential Procurement regulation 2017
SBD 8: Declaration of Bidder’s past supply chain management practices
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SBD 9: Certificate of Independent Bidder Determination
9. Compulsory Briefing Meeting (signed attendance register) Failure to comply with the above requirement will result in automatic disqualification.
NON - MANDATORY RETURNABLE DOCUMENTS
1. Company Profile. 2. Valid Tax clearance certificate and PIN Verification issued by SARS
PHASE TWO – FUNCTIONALITY CRITERIA POINTS
ALLOCATION
Previous Experience (Project Experience of firm for the past 5 years) 40 Points
Capability (Qualifications, Skills and Experience of Key Projects Resources) 50 Points
Approach Methodology 10 Points
TOTAL 100 Points
Only bidders that score 60 minimum functionality threshold will qualify to be in the panel for a period of 36 months. Tenders documents must be downloaded from IDT website on the following link: http://www.idt.org.za/business opportunities/current-tenders Service providers are encouraged to submit enquiries in writing to: Administrative Enquiries may be addressed in writing to, Mr. Molefi Gaobepe, Tel No 053 807 2660/79, and e-mail: molefig@idt.org.za Technical Enquiries may be addressed to Mr. Consulate Tseisi, 053 807 2660/66 in writing by email: consulate@idt.org.za All enquiries will be closed by the 15 February 2019 Telegraphic, telephonic, telex, facsimile, e-mail, courier and late Bids WILL NOT be
accepted.
Bids must only be submitted on the original documentation that is issued by IDT and
delivered at the following address:
Independent Development Trust 2 Floor, Block 3
Montrio Corporate Park
10 Olivier Road
Monument Heights
Kimberley
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8300
The closing time to receipt the Bids is Friday, 22 February 2019 @ 11:00am
1 BACKGROUND
1.1 IDT as an entity
IDT is a Schedule 2 Public Entity governed by applicable legislative frameworks and a Deed
of Trust. The organization is accountable to Parliament through the Minister of Public Works
who is the Executive Authority.
The mandate of the IDT is to support and add value to the development agenda of
government as indicated in the mission statement; “The IDT manages and delivers
integrated social infrastructure programme on behalf of government”. In pursuit of this
mandate, the IDT primarily operates as a strategic partner in the management, integration
and implementation of certain government development programmes.
The IDT has representation in all provinces and is organized on the basis of regional offices.
These offices have the authority to call for bids, conduct evaluation of bids and make
recommendations to the Management Bid Adjudication Committee (MBAC) for award of
bids.
A copy of IDT the last Annual Report is available on request. Additional information with
regards to the structure and functional activities of IDT can be obtained from IDT website
(www.idt.org.za).
1.2 Project Background
The Independent Development Trust (IDT) has been appointed as the Implementing Agent
by various National and Provincial Department Clients to implement Social Infrastructure
Service Delivery Programs within the Gauteng Province, these includes but not limited to
School Building Programme, Water and Sanitation, Fencing Programme, Special Schools
Programme and Alternative Construction Methodology Programmes utilising conventional
methods, however Alternative Building Technologies (ABTs) could be considered on sites
with no access to deliver the materials.
1.3 Project Purpose
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The IDT invites suitable qualified professional consultants from various disciplines (e.g.
Project Managers, Architects, Quantity Surveyors, Civil & Structural Engineers, Electrical
Engineers, Mechanical Engineers and Health and Safety), wishing to be on IDT
database/panel PSP’s for undertaking of infrastructure related works in the Gauteng Region,
to submit proposals for expression of interest. The request for quotation will be issued to
service providers on this panel on a rotation basis.
The Database/panel will be valid for 36 months and will be subject to budget and
project availability.
2. SCOPE OF WORK
2.1 PROJECT MANAGERS
The Construction Project Manager is required to be registered with an appropriate
professional body (i.e. South African Council for the Project and Construction Management
Profession (SACPCMP) and to have the relevant qualifications, skills, experience and
capacity to deliver the scope of work within the required timeframe.
The Project Managers shall perform the following standard services under the following
stages, as per The South African Council for the Project and Construction Management
Professions (SACPCMP) Guideline Scope of Services and Recommended Guideline Tariff
of Fees for Persons Registered in terms of the Project and Construction Management
Professions Act 2000, Act No 48 of 2000.
2.1.1 Stage 1 – Inception
2.1.2 Stage 2 – Concept & Viability
2.1.3 Stage 3 – Design Development
2.1.4 Stage 4 – Documentation & Procurement
2.1.5 Stage 5 – Contract Administration & Inspection
2.1.6 Stage 6 – Close out
2.2 ARCHITECTS
Architects are required to be registered with an appropriate professional body (i.e. South
African Council for the Architectural Profession (SACAP)) and to have the relevant
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qualifications, skills, experience and capacity to deliver the scope of work within the required
timeframe.
The Architects shall perform the following standard services under the following stages, as
per The South African Council for the Architectural Profession (SACAP) Framework for the
Professional Fees Guideline in respect of services provided by person(s) registered in terms
of the Architectural Professions Act 2000, Act No 44 of 2000.
2.2.1 Stage 1 – Inception
2.2.2 Stage 2 – Concept & Viability (concept design)
2.2.3 Stage 3 – Design Development
2.2.4 Stage 4 – Documentation & Procurement
2.2.5 Stage 5 – Construction
2.2.6 Stage 6 – Close out
2.3 QUANTITY SURVEYORS
Quantity Surveyors are required to be registered with an appropriate professional body (i.e.
South African Council for the Quantity Surveying Profession (SACQS)) and to have the
relevant qualifications, skills, experience and capacity to deliver the scope of work within the
required timeframe.
The Quantity Surveyor shall perform the following standard services under the following
stages, as per The South African Council for the Quantity Surveying Profession (SACQS)
Guideline Tariff of Fees respect of services provided by person(s) registered in terms of the
Architectural Professions Act 2000, Act No 49 of 2000.
2.3.1 Stage 1 – Inception
2.3.2 Stage 2 – Concept & Viability
2.3.3 Stage 3 – Design Development
2.34 Stage 4 – Documentation & Procurement
2.3.5 Stage 5 – Construction
2.3.6 Stage 6 – Close out
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2.4 ENGINEERS (Civil & Structural, Electrical and Mechanical)
Engineers are required to be registered with an appropriate professional body (i.e.
Engineering Council of South Africa (ECSA)) and to have the relevant qualifications, skills,
experience and capacity to deliver the scope of work within the required timeframe.
The Engineers shall perform the following standard services under the following stages, as
per Engineering Council of South African (ECSA) Guideline for services and process of
estimating fees for person(s) registered in terms of the Engineering Professions Act 2000,
Act No 46 of 2000.
2.4.1 Stage 1 – Inception
2.4.2 Stage 2 – Concept & Viability (often called Preliminary Design)
2.4.3 Stage 3 – Design Development (also termed Detailed Design)
2.4.4 Stage 4 – Documentation & Procurement
2.4.5 Stage 5 – Contract Administration and Inspection
2.4.6 Stage 6 – Close out
2.5 OCCUPATIONAL HEALTH & SAFETY CONSULTANT
The Occupational Health and Safety Consultant is required to be registered with an
appropriate professional body (i.e. South African Council for the Project and Construction
Management Profession (SACPCMP)) and to have the relevant qualifications, skills,
experience and capacity to deliver the scope of work within the required timeframe.
The Occupational Health and Safety Consultant will be responsible for the development and
monitoring of a comprehensive project specific health and safety plan. The consultant will
also be required to assess and make recommendations on the designs produced by the
Architects and Engineers.
Assessment and analysis of potential risks attached to the project, i.e. undertake the
baseline risk assessment on behalf of the IDT (as the client) in terms of Construction
Regulation 5(1)(a).
Attend professional design team meeting to inform the professional team, and in specific,
the designer of the risks to be considered during the conceptualization of the project.
Development of a project specific health and safety specification.
Evaluation and approval of the contractor’s health and safety plan.
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Site Visits and regular monitoring audits.
Attend technical meetings for presentation of the audit report.
Assist the IDT to undertake Independent investigations on any accidents due to
construction work undertaken.
Conduct a final compliance audit on completion of the project and submit a close out
report.
3. NOTES
3.1 Appointments for projects will be as and when required and will be dependent on project
and budget availability. PSP’s who qualify to be in the panel can be invited to respond to
projects specific bidding for price and BBBEE in line with project scope, complexity and
value in accordance with the IDT SCM Policy. A second appointment letter will be
provided for actual allocation of works.
3.2 The full bid document must be filled with ink.
3.3 Packaged proposals to render more than one service will not be accepted.
3.4 Applicants are however free to submit separate proposals for any discipline they wish to
be involved in provided they meet the required criteria.
3.5 If applicants chose to bid for more than one discipline, they are required to download a
document for each discipline they intend to bid for.
3.6 Joint Ventures are eligible to submit expression of interest, provided that they satisfy
stated criteria in the Expression of Interest.
Each party to a joint venture is to submit the requisite documents and / or information as requested in item 4 below. An agreement or Heads of Terms recording the arrangement between the parties to the joint venture is to be submitted. A lead consultant is to be appointed and noted in the submission.
Joint Venture agreement to be initialled and signed.
3.7 Upon allocation of works you will be required to submit a Professional Indemnity
covering the allocated works or twice your estimated fees, whichever is the highest and
conclusion of the applicable Client/ Consultant Agreement CIDB Standard Professional
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Services Contract 3rd Edition of CIDB document 1014 (or latest version at appointment),
together with the IDT addendums and any other special conditions of contract.
3.8 Upon allocation of works applicants are to ensure that they have adequate resources to
undertake the work under stringent timeframes.
3.9 Upon allocation of works the bidders are required to take cognizance of the role of the
other professionals that might be involved on the project.
3.10 Upon allocation of works the IDT reserves the right to ask tenderers to replace any
member/s of the proposed team if they do not meet the IDT requirements.
4. PRESENTATION OF PROPOSALS
The bidder’s submission must provide the IDT with sufficient information to enable the
employer to make a sound and fair evaluation of the proposal. The evaluation of proposals
will be on the following basis: -
Phase 1 - MANDATORY REQUIREMENTS/ DOCUMENTATION MANDATORY RETURNABLE DOCUMENTS
A full CSD report and Tax Verification Pin issued by SARS. Bidders whose tax matters not in order with the South African Receiver of Revenue will be disqualified.
A copy of the bidder’s Professional Indemnity Insurance Certificate indicating the maximum value per claim in an insurance period, the applicable excess, the expiry date. A minimum cover of R3m is required for all PSP’s except OHS (R1m).
Fully initialized and Signed Joint Venture Agreement where applicable. Each party to a
joint venture is to submit the requisite documents. An agreement or Heads of Terms
recording the arrangement between the parties to the joint venture is to be submitted. A
lead consultant is to be appointed and noted in the submission.
Professional registration of the director/s (minimum of one director must be registered
with the professional body of the services biding)
Fully Completed and signed Standard Bidding Documents (attached below):
o SBD4: Declaration of interest (Page 17 - 21 on this document)
o SBD 6.1: Preference points claim form in terms of Preferential Procurement
regulation 2011 (Page 22 - 28 on this document)
o SBD 8: Declaration of Bidder’s past supply chain management practices (Page
29 - 30 on this document)
o SBD 9: Certificate of Independent Bidder Determination (Page 31 - 34 on this
document)
Compulsory enterprise questionnaire (Page 35 - 37 on this document)
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FAILURE TO COMPLY WITH THE ABOVE REQUIREMENT WILL RESULT IN AUTOMATIC
DISQUALIFICATION.
NON - MANDATORY RETURNABLE DOCUMENTS
Company Registration – CIPC
A company/corporate brochure/profile alternatively a brief summary of the entity’s background.
Detailed CV’s for the director and minimum of 2 key team members
Certified ID Copies of all directors / partners / 2 key members and shareholders (not older than 3 months at tender closing date)
Proof of head office location: Verifiable Water, Electricity or Levy account in the name of the company/firm. Lease agreement accompanied by Landlord affidavit. Failure to submit will result in zero points
Phase 2 – FUNCTIONALITY CRITERIA
Bidders must clearly indicate the relevant previous experience of the company and its
proposed key personnel as outlined below: -
PREVIOUS EXPERIENCE
A schedule of completed contracts of diverse nature (discipline bidding for) in relation to
building construction works. The following details must be included in the schedule: -
Full description of the project
Service rendered
Name of Employer / client and their representative contact details
Cost of the works
Fees obtained for services
Date of completion
Duration of the project and start date
Date of completion
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Complete IDT Reference form B2.1 (Page 37 on this document) for projects submitted as
completed above. The following details must be in the reference form B2.1: -
Only full signed and stamped forms by the client will be accepted
Clear client contact details
CAPABILITY
Provide information on the individuals with qualifications, skills and experience of key
resources:
Relevant Qualifications (bidders are to include copies of the relevant
qualifications of key individuals)
Relevant registration with professional bodies (bidders are to include copies
of the relevant registration certificates of individuals and ID Copies)
Number of years of relevant experience in the industry and in the proposed
role
Detailed CV’s for each member of the team noting their specific relevant
project experience, project description, role and responsibility and
project value.
LOCALITY
Points allocated for proof of residence in the selected province to bid. Verifiable Water,
Electricity or Levy account in the name of the company/firm. Lease agreement accompanied
by Landlord affidavit. Failure to submit will result in zero points
5. ASSESSMENT CRITERIA
TECHNICAL
The technical assessment will be based on the following criteria.
FUNCTIONALITY CRITERIA POINTS ALLOCATION
Previous Experience (Project Experience of firm for the past 5 years) 40 Points
Capability (Qualifications, Skills and Experience of Key Projects Resources) 50 Points
Approach Methodology 10
PointsTOTAL 100 Points
Only bidders who will obtain a 60% minimum functionality threshold will qualify to be
in the panel for a period of 36 months.
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SBD 4
DECLARATION OF INTEREST
1. Any legal person, including persons employed by the state¹, or persons having a
kinship with persons employed by the state, including a blood relationship, may
make an offer or offers in terms of this invitation to bid (includes an advertised
competitive bid, a limited bid, a proposal or written price quotation). In view of
possible allegations of favouritism, should the resulting bid, or part thereof, be
awarded to persons employed by the state, or to persons connected with or related
to them, it is required that the bidder or his/her authorised representative declare
his/her position in relation to the evaluating/adjudicating authority where-
- the bidder is employed by the state; and/or
- the legal person on whose behalf the bidding document is signed, has a
relationship with persons/a person who are/is involved in the evaluation and
or adjudication of the bid(s), or where it is known that such a relationship
exists between the person or persons for or on whose behalf the declarant
acts and persons who are involved with the evaluation and or adjudication of
the bid.
2. In order to give effect to the above, the following questionnaire must be
completed and submitted with the bid.
2.1 Full Name of bidder or his or her representative:
………………………………………………
2.2 Identity Number:………………………………………………………………………………………
2.3 Position occupied in the Company (director, trustee, shareholder², member):
………………………………………………………………………………………………
2.4 Registration number of company, enterprise, close corporation, partnership agreement or trust:
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…………………………………………………………………..………….………………… 2.5 Tax Reference Number:
……………………………………………………………………………
2.6 VAT Registration Number: …………………………………………………………………………… 2.6.1 The 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.
¹“State” means –
(a) any national or provincial department, national or provincial public entity or
constitutional institution within the meaning of the Public Finance Management
Act, 1999 (Act No. 1 of 1999);
(b) any municipality or municipal entity;
(c) provincial legislature;
(d) national Assembly or the national Council of provinces; or
(e) Parliament.
²”Shareholder” means a person who owns shares in the company and is actively involved in
the management of the enterprise or business and exercises control over the enterprise.
2.7 Are you or any person connected with the bidder YES / NO
presently employed by the state?
2.7.1 If so, furnish the following particulars:
Name of person / director / trustee / shareholder/ member:
……....…………………………
Name of state institution at which you or the person
connected to the bidder is employed :
………………………………………
Position occupied in the state institution:………………………………………
Any other particulars:
………………………………………………………………
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………………………………………………………………
………………………………………………………………
2.7.2 If you are presently employed by the state, did you obtain YES / NO the appropriate authority to undertake remunerative
work outside employment in the public sector?
2.7.2.1 If yes, did you attach proof of such authority to the bid YES / NO document?
(Note: Failure to submit proof of such authority, where
applicable, may result in the disqualification of the bid.
2.7.2.2 If no, furnish reasons for non-submission of such proof:
…………………………………………………………………….
…………………………………………………………………….
…………………………………………………………………….
2.8 Did you or your spouse, or any of the company’s directors / YES / NO trustees / shareholders / members or their spouses conduct
business with the state in the previous twelve months?
2.8.1 If so, furnish particulars: …………………………………………………………………..
…………………………………………………………………..
…………………………………………………………………...
2.9 Do you, or any person connected with the bidder, have YES / NO any relationship (family, friend, other) with a person
employed by the state and who may be involved with
the evaluation and or adjudication of this bid?
2.9.1 If so, furnish particulars.
……………………………………………………………...
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…………………………………………………………..….
………………………………………………………………
2.10 Are you, or any person connected with the bidder, YES/NO
aware of any relationship (family, friend, other) between
any other bidder and any person employed by the state
who may be involved with the evaluation and or adjudication
of this bid?
2.10.1 If so, furnish particulars.
………………………………………………………………
………………………………………………………………
………………………………………………………………
2.11 Do you or any of the directors / trustees / shareholders / members YES/NO
of the company have any interest in any other related companies
whether or not they are bidding for this contract?
2.11.1 If so, furnish particulars:
…………………………………………………………………………….
…………………………………………………………………………….
…………………………………………………………………………….
3 Full details of directors / trustees / members / shareholders.
Full Name Identity
Number
Personal Income
Tax Reference
Number
State Employee
Number / Persal
Number
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4 DECLARATION
I, THE UNDERSIGNED
(NAME)………………………………………………………………………
CERTIFY THAT THE INFORMATION FURNISHED IN PARAGRAPHS 2 and 3
ABOVE IS CORRECT.
I ACCEPT THAT THE STATE MAY REJECT THE BID OR ACT AGAINST ME
SHOULD THIS DECLARATION PROVE TO BE FALSE.
………………………………….. ..……………………………………………
Signature Date
…………………………………. ………………………………………………
Position Name of bidder
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SBD 6.1
PREFERENCE POINTS CLAIM FORM IN TERMS OF THE PREFERENTIAL
PROCUREMENT REGULATIONS 2011
This preference form must form part of all bids invited. It contains general information and
serves as a claim form for preference points for Broad-Based Black Economic
Empowerment (B-BBEE) Status Level of Contribution
NB: BEFORE COMPLETING THIS FORM, BIDDERS MUST STUDY THE GENERAL
CONDITIONS, DEFINITIONS AND DIRECTIVES APPLICABLE IN RESPECT OF
B-BBEE, AS PRESCRIBED IN THE PREFERENTIAL PROCUREMENT
REGULATIONS, 2011.
1. GENERAL CONDITIONS
1.1 The following preference point systems are applicable to all bids:
- the 80/20 system for requirements with a Rand value of up to R50 000 000 (all applicable taxes included); and
- the 90/10 system for requirements with a Rand value above R50 000 000 (all applicable taxes included).
1.2 The value of this bid is estimated not to exceed R50 000 000 (all applicable taxes included) and therefore the 80/20 preference point system shall be applicable.
1.3 Preference points for this bid shall be awarded for:
(a) Price; and
(b) B-BBEE Status Level of Contribution.
1.4 The maximum points for this bid are allocated as follows:
POINTS
PRICE 80
B-BBEE STATUS LEVEL OF CONTRIBUTION 20
Total points for Price and B-BBEE must not
exceed
100
1.5 Failure on the part of a bidder to submit a B-BBEE Verification Certificate from a Verification Agency accredited by the South African Accreditation System (SANAS),
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or a Registered Auditor approved by the Independent Regulatory Board of Auditors (IRBA) or a sworn affidavit confirming annual turnover and level of black ownership in case of an EME and QSE together with the bid, will be interpreted to mean that preference points for B-BBEE status level of contribution are not claimed.
1.6 The purchaser reserves the right to require of a bidder, either before a bid is adjudicated or at any time subsequently, to substantiate any claim in regard to preferences, in any manner required by the purchaser.
2. DEFINITIONS
(a) “all applicable taxes” includes value-added tax, pay as you earn, income tax, unemployment insurance fund contributions and skills development levies;
(b) “B-BBEE” means broad-based black economic empowerment as defined in section 1 of the Broad-Based Black Economic Empowerment Act;
(c) “B-BBEE status level of contributor” means the B-BBEE status received by a measured entity based on its overall performance using the relevant scorecard contained in the Codes of Good Practice on Black Economic Empowerment, issued in terms of section 9(1) of the Broad-Based Black Economic Empowerment Act;
(d) “bid” means a written offer in a prescribed or stipulated form in response to an invitation by an organ of state for the provision of services, works or goods, through price quotations, advertised competitive bidding processes or proposals;
(e) “Broad-Based Black Economic Empowerment Act” means the Broad-Based Black Economic Empowerment Act, 2003 (Act No. 53 of 2003);
(f) “comparative price” means the price after the factors of a non-firm price and all unconditional discounts that can be utilized have been taken into consideration;
(g) “consortium or joint venture” means an association of persons for the purpose of combining their expertise, property, capital, efforts, skill and knowledge in an activity for the execution of a contract;
(h) “contract” means the agreement that results from the acceptance of a bid by an organ of state;
(i) “EME” means an Exempted Micro Enterprise as defines by Codes of Good Practice under section 9 (1) of the Broad-Based Black Economic Empowerment Act, 2003 (Act No. 53 of 2003);
(j) “Firm price” means the price that is only subject to adjustments in accordance with the actual increase or decrease resulting from the change, imposition, or abolition of customs or excise duty and any other duty, levy, or tax, which, in terms of the law or regulation, is binding on the contractor and demonstrably has an influence on the price of any supplies, or the rendering costs of any service, for the execution of the contract;
(k) “functionality” means the measurement according to predetermined norms, as set out in the bid documents, of a service or commodity that is designed to be practical and useful, working or operating, taking into account, among other factors, the quality, reliability, viability and durability of a service and the technical capacity and ability of a bidder;
(l) “non-firm prices” means all prices other than “firm” prices;
(m) “person” includes a juristic person;
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(n) “QSE” means a Qualifying Small EEnterprise as defines by Codes of Good Practice under section 9 (1) of the Broad-Based Black Economic Empowerment Act, 2003 ( Act No. 53 of 2003);
(o) “rand value” means the total estimated value of a contract in South African currency, calculated at the time of bid invitations, and includes all applicable taxes and excise duties;
(p) “sub-contract” means the primary contractor’s assigning, leasing, making out work to, or employing, another person to support such primary contractor in the execution of part of a project in terms of the contract;
(q) “total revenue” bears the same meaning assigned to this expression in the Codes of Good Practice on Black Economic Empowerment, issued in terms of section 9(1) of the Broad-Based Black Economic Empowerment Act and promulgated in the Government Gazette on 9 February 2007;
(r) “trust” means the arrangement through which the property of one person is made over or bequeathed to a trustee to administer such property for the benefit of another person; and
(s) “trustee” means any person, including the founder of a trust, to whom property is bequeathed in order for such property to be administered for the benefit of another person.
3. ADJUDICATION USING A POINT SYSTEM
3.1 The bidder obtaining the highest number of total points will be awarded the contract.
3.2 Preference points shall be calculated after prices have been brought to a comparative basis taking into account all factors of non-firm prices and all unconditional discounts.
3.3 Points scored must be rounded off to the nearest 2 decimal places.
3.4 In the event that two or more bids have scored equal total points, the successful bid must be the one scoring the highest number of preference points for B-BBEE.
3.5 However, when functionality is part of the evaluation process and two or more bids have scored equal points including equal preference points for B-BBEE, the successful bid must be the one scoring the highest score for functionality.
3.6 Should two or more bids be equal in all respects, the award shall be decided by the drawing of lots.
4. POINTS AWARDED FOR PRICE
4.1 THE 80/20 OR 90/10 PREFERENCE POINT SYSTEMS
A maximum of 80 or 90 points is allocated for price on the following basis:
80/20 or 90/10
min
min180
P
PPtPs or
min
min190
P
PPtPs
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Where
Ps = Points scored for comparative price of bid under consideration
Pt = Comparative price of bid under consideration
Pmin = Comparative price of lowest acceptable bid
5. POINTS AWARDED FOR B-BBEE STATUS LEVEL OF CONTRIBUTION
5.1 In terms of Regulation 5 (2) and 6 (2) of the Preferential Procurement Regulations, preference points must be awarded to a bidder for attaining the B-BBEE status level of contribution in accordance with the table 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
5.2 A bidder who qualifies as a EME in terms of the B-BBEE Act must submit a sworn affidavit confirming Annual Total Revenue and Level of Black Ownership.
5.3 A Bidder other than EME or QSE must submit their original and valid B-BBEE status level verification certificate or a certified copy thereof, substantiating their B-BBEE rating issued by a Registered Auditor approved by IRBA or a Verification Agency accredited by SANAS.
5.4 A trust, consortium or joint venture, will qualify for points for their B-BBEE status level as a legal entity, provided that the entity submits their B-BBEE status level certificate.
5.5 A trust, consortium or joint venture will qualify for points for their B-BBEE status level as an unincorporated entity, provided that the entity submits their consolidated B-BBEE scorecard as if they were a group structure and that such a consolidated B-BBEE scorecard is prepared for every separate bid.
5.6 Tertiary Institutions and Public Entities will be required to submit their B-BBEE status level certificates in terms of the specialized scorecard contained in the B-BBEE Codes of Good Practice.
5.7 A person will not be awarded points for B-BBEE status level if it is indicated in the bid documents that such a bidder intends sub-contracting more than 25% of the value of the contract to any other enterprise that does not qualify for at least the
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points that such a bidder qualifies for, unless the intended sub-contractor is an EME that has the capability and ability to execute the sub-contract.
5.8 A person awarded a contract may not sub-contract more than 25% of the value of the contract to any other enterprise that does not have an equal or higher B-BBEE status level than the person concerned, unless the contract is sub-contracted to an EME that has the capability and ability to execute the sub-contract.
6. BID DECLARATION
6.1 Bidders who claim points in respect of B-BBEE Status Level of Contribution must complete the following:
7. B-BBEE STATUS LEVEL OF CONTRIBUTION CLAIMED IN TERMS OF PARAGRAPHS 1.4 AND 5.1
7.1 B-BBEE Status Level of Contribution: . = ………(maximum of 10 or 20 points)
(Points claimed in respect of paragraph 7.1 must be in accordance with the table
reflected in paragraph 5.1 and must be substantiated by means of a B-BBEE
certificate issued by a Verification Agency accredited by SANAS or a Registered
Auditor approved by IRBA or a sworn affidavit.
8. SUB-CONTRACTING
8.1 Will any portion of the contract be sub-contracted?
(Tick applicable box)
YES NO
8.1.1 If yes, indicate:
i) What percentage of the contract will be subcontracted............…………….…………%
ii) The name of the sub-contractor…………………………………………………………..
iii) The B-BBEE status level of the sub-contractor......................................……………..
iv) Whether the sub-contractor is an EME. (Tick applicable box)
YES NO
9. DECLARATION WITH REGARD TO COMPANY/FIRM
9.1 Name of
company/firm:……………………………………………………………………….
9.2 VAT registration
number:……………………………………….……………………………
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9.3 Company registration
number:…………….……………………….………………………
9.4 TYPE OF COMPANY/ FIRM
Partnership/Joint Venture / Consortium
One person business/sole propriety
Close corporation
Company
(Pty) Limited
[TICK APPLICABLE BOX]
9.5 DESCRIBE PRINCIPAL BUSINESS ACTIVITIES
………………………………………………………………………………………………
………………………………………………………………………………………………
………………………………………………………………………………………………
………………………………………………………………………………………………
……………………
9.6 COMPANY CLASSIFICATION
Manufacturer
Supplier
Professional service provider
Other service providers, e.g. transporter, etc.
[TICK APPLICABLE BOX]
9.7 Total number of years the company/firm has been in
business:……………………………
9.8 I/we, the undersigned, who is / are duly authorised to do so on behalf of the
company/firm, certify that the points claimed, based on the B-BBE status level of
contribution indicated in paragraph 7 of the foregoing certificate, qualifies the
company/ firm for the preference(s) shown and I / we acknowledge that:
i) The information furnished is true and correct;
ii) The preference points claimed are in accordance with the General Conditions as indicated in paragraph 1 of this form;
iii) In the event of a contract being awarded as a result of points claimed as shown in paragraph 7, the contractor may be required to furnish documentary proof to the satisfaction of the purchaser that the claims are correct;
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iv) If the B-BBEE status level of contribution has been claimed or obtained on a fraudulent basis or any of the conditions of contract have not been fulfilled, the purchaser may, in addition to any other remedy it may have –
(a) disqualify the person from the bidding process;
(b) recover costs, losses or damages it has incurred or suffered as a result of that person’s conduct;
(c) cancel the contract and claim any damages which it has suffered as a result of having to make less favourable arrangements due to such cancellation;
(d) restrict the bidder or contractor, its shareholders and directors, or only the shareholders and directors who acted on a fraudulent basis, from obtaining business from any organ of state for a period not exceeding 10 years, after the audi alteram partem (hear the other side) rule has been applied; and
(e) forward the matter for criminal prosecution.
……………………………………….
SIGNATURE(S) OF BIDDERS(S)
DATE: …………………………………..
ADDRESS …………………………………..
…………………………………..
…………………………………..
WITNESSES
1. ……………………………………..
2. …………………………………….
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SBD 8
DECLARATION OF BIDDER’S PAST SUPPLY CHAIN MANAGEMENT PRACTICES
1 This Standard Bidding Document must form part of all bids invited.
2 It serves as a declaration to be used by institutions in ensuring that when goods and services are being procured, all reasonable steps are taken to combat the abuse of the supply chain management system.
3 The bid of any bidder may be disregarded if that bidder, or any of its directors have-
a. abused the institution’s supply chain management system; b. committed fraud or any other improper conduct in relation to such system; or c. failed to perform on any previous contract.
4 In order to give effect to the above, the following questionnaire must be completed and submitted with the bid.
Item Question Yes No
4.1 Is the bidder or any of its directors listed on the National Treasury’s
database as companies or persons prohibited from doing business
with the public sector?
(Companies or persons who are listed on this database were
informed in writing of this restriction by the National Treasury
after the audialterampartem rule was applied).
Yes
No
4.1.1 If so, furnish particulars:
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4.2 Is the bidder or any of its directors listed on the Register for Tender
Defaulters in terms of section 29 of the Prevention and Combating of
Corrupt Activities Act (No 12 of 2004)?
To access this Register enter the National Treasury’s website,
www.treasury.gov.za, click on the icon “Register for Tender
Defaulters” or submit your written request for a hard copy of the
Register to facsimile number (012) 3265445.
Yes
No
4.2.1 If so, furnish particulars:
4.3 Was the bidder or any of its directors convicted by a court of law
(including a court outside of the Republic of South Africa) for fraud or
corruption during the past five years?
Yes
No
4.3.1 If so, furnish particulars:
4.4 Was any contract between the bidder and any organ of state
terminated during the past five years on account of failure to perform
on or comply with the contract?
Yes
No
4.4.1 If so, furnish particulars:
CERTIFICATION
I, THE UNDERSIGNED (FULL NAME)…………………………………………………
CERTIFY THAT THE INFORMATION FURNISHED ON THIS DECLARATION FORM IS
TRUE AND CORRECT.
I ACCEPT THAT, IN ADDITION TO CANCELLATION OF A CONTRACT, ACTION MAY
BE TAKEN AGAINST ME SHOULD THIS DECLARATION PROVE TO BE FALSE.
………………………………………... …………………………..
Signature Date
………………………………………. …………………………..
Position Name of Bidder
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SBD 9
CERTIFICATE OF INDEPENDENT BID DETERMINATION
1 This Standard Bidding Document (SBD) must form part of all bids¹ invited.
2 Section 4 (1) (b) (iii) of the Competition Act No. 89 of 1998, as amended, prohibits
an agreement between, or concerted practice by, firms, or a decision by an
association of firms, if it is between parties in a horizontal relationship and if it
involves collusive bidding (or bid rigging).² Collusive bidding is a pe se prohibition
meaning that it cannot be justified under any grounds.
3 Treasury Regulation 16A9 prescribes that accounting officers and accounting
authorities must take all reasonable steps to prevent abuse of the supply chain
management system and authorizes accounting officers and accounting authorities
to:
a. disregard the bid of any bidder if that bidder, or any of its directors have
abused the institution’s supply chain management system and or committed
fraud or any other improper conduct in relation to such system.
b. cancel a contract awarded to a supplier of goods and services if the supplier
committed any corrupt or fraudulent act during the bidding process or the
execution of that contract.
4 This SBD serves as a certificate of declaration that would be used by institutions to
ensure that, when bids are considered, reasonable steps are taken to prevent any
form of bid-rigging.
5 In order to give effect to the above, the attached Certificate of Bid Determination
(SBD 9) must be completed and submitted with the bid:
¹ Includes price quotations, advertised competitive bids, limited bids and proposals.
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² Bid rigging (or collusive bidding) occurs when businesses, that would otherwise be expected to compete, secretly
conspire to raise prices or lower the quality of goods and / or services for purchasers who wish to acquire goods and /
or services through a bidding process. Bid rigging is, therefore, an agreement between competitors not to compete.
SBD 9
CERTIFICATE OF INDEPENDENT BID DETERMINATION
I, the undersigned, in submitting the accompanying bid:
____________________________________________________________________
(Bid Number and Description)
in response to the invitation for the bid made by:
___________________________________________________________________
(Name of Institution)
do hereby make the following statements that I certify to be true and complete in every
respect:
I certify, on behalf of__________________________________________ that:
(Name of Bidder)
1. I have read and I understand the contents of this Certificate;
2. I understand that the accompanying bid will be disqualified if this Certificate is found
not to be true and complete in every respect;
3. I am authorized by the bidder to sign this Certificate, and to submit the accompanying
bid, on behalf of the bidder;
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4. Each person whose signature appears on the accompanying bid has been
authorized by the bidder to determine the terms of, and to sign the bid, on behalf of
the bidder;
5. For the purposes of this Certificate and the accompanying bid, I understand that the
word “competitor” shall include any individual or organization, other than the bidder,
whether or not affiliated with the bidder, who:
(a) has been requested to submit a bid in response to this bid invitation;
(b) could potentially submit a bid in response to this bid invitation, based
on their qualifications, abilities or experience; and
(c) provides the same goods and services as the bidder and/or is in the
same line of business as the bidder
6. The bidder has arrived at the accompanying bid independently from, and without
consultation, communication, agreement or arrangement with any competitor.
However communication between partners in a joint venture or consortium³ will not
be construed as collusive bidding.
7. In particular, without limiting the generality of paragraphs 6 above, there has been no
consultation, communication, agreement or arrangement with any competitor
regarding:
(a) prices;
(b) geographical area where product or service will be rendered (market
allocation)
(c) methods, factors or formulas used to calculate prices;
(d) the intention or decision to submit or not to submit, a bid;
(e) the submission of a bid which does not meet the specifications and
conditions of the bid; or
(f) bidding with the intention not to win the bid.
8. In addition, there have been no consultations, communications, agreements or
arrangements with any competitor regarding the quality, quantity, specifications and
conditions or delivery particulars of the products or services to which this bid
invitation relates.
9. The terms of the accompanying bid have not been, and will not be, disclosed by the
bidder, directly or indirectly, to any competitor, prior to the date and time of the official
bid opening or of the awarding of the contract.
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³ Joint venture or Consortium means an association of persons for the purpose of combining
their expertise, property, capital, efforts, skill and knowledge in an activity for the execution of
a contract.
SBD 9
10. I am aware that, in addition and without prejudice to any other remedy provided to
combat any restrictive practices related to bids and contracts, bids that are
suspicious will be reported to the Competition Commission for investigation and
possible imposition of administrative penalties in terms of section 59 of the
Competition Act No 89 of 1998 and or may be reported to the National Prosecuting
Authority (NPA) for criminal investigation and or may be restricted from conducting
business with the public sector for a period not exceeding ten (10) years in terms of
the Prevention and Combating of Corrupt Activities Act No 12 of 2004 or any other
applicable legislation.
………………………………………… …………………………………
Signature Date
…………………………………………. …………………………………
Position
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COMPULSORY ENTERPRISE QUESTIONNAIRE*
The following particulars must be furnished. In the case of a joint venture, separate enterprise
questionnaires in respect of each partner must be completed and submitted.
Section 1: Name of enterprise: . . . . . . . . . . . . . . . . . . . .. . . . . . . . . . . . . . . . .
Section 2: VAT registration number, if any: . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Section 3: CIDB registration number, if any: . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Section 4: Particulars of sole proprietors and partners in partnerships
Name* Identity number* Personal income tax number*
* Complete only if sole proprietor or partnership and attach separate page if more than 3 partners
Section 5: Particulars of companies and close corporations
Company registration number . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Close corporation number . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Tax reference number . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Section 6: Record of service of the state
Indicate by marking the relevant boxes with a cross, if any sole proprietor, partner in a partnership or
director, manager, principal shareholder or stakeholder in a company or close corporation is currently or
has been within the last 12 months in the service of any of the following:
a member of any municipal council
a member of any provincial legislature
a member of the National Assembly or the
National Council of Province
a member of the board of directors of any
municipal entity
an official of any municipality or municipal
entity
an employee of any provincial department,
national or provincial public entity or
constitutional institution within the meaning of
the Public Finance Management Act, 1999 (Act
1 of 1999)
a member of an accounting authority of any
national or provincial public entity
an employee of Parliament or a provincial
legislature
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If any of the above boxes are marked, disclose the following:
Name of sole proprietor,
partner, director, manager,
principal shareholder or
stakeholder
Name of institution, public office, board
or organ of state and position held
Status of service
(tick appropriate column)
Current Within last
12 months
*insert separate page if necessary
Section 7: Record of spouses, children and parents in the service of the state
Indicate by marking the relevant boxes with a cross, if any spouse, child or parent of a sole proprietor,
partner in a partnership or director, manager, principal shareholder or stakeholder in a company or close
corporation is currently or has been within the last 12 months been in the service of any of the following:
a member of any municipal council
a member of any provincial legislature
a member of the National Assembly or the
National Council of Province
a member of the board of directors of any
municipal entity
an official of any municipality or municipal
entity
an employee of any provincial department, national
or provincial public entity or constitutional
institution within the meaning of the Public
Finance Management Act, 1999 (Act 1 of 1999)
a member of an accounting authority of any
national or provincial public entity
an employee of Parliament or a provincial
legislature
Name of spouse, child or
parent
Name of institution, public office, board
or organ of state and position held
Status of service
(tick appropriate
column)
current Within last
12 months
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*insert separate page if necessary
The undersigned, who warrants that he/she is duly authorised to do so on behalf of the enterprise:
i) authorizes the Employer to obtain a tax clearance certificate from the South African Revenue
Services that my / our tax matters are in order;
ii) confirms that the neither the name of the enterprise or the name of any partner, manager, director or
other person, who wholly or partly exercises, or may exercise, control over the enterprise appears on
the Register of Tender Defaulters established in terms of the Prevention and Combating of Corrupt
Activities Act of 2004;
iii) confirms that no partner, member, director or other person, who wholly or partly exercises, or may
exercise, control over the enterprise appears, has within the last five years been convicted of fraud or
corruption;
iv) confirms that I / we are not associated, linked or involved with any other tendering entities submitting
tender offers and have no other relationship with any of the tenderers or those responsible for
compiling the scope of work that could cause or be interpreted as a conflict of interest;
iv) confirms that the contents of this questionnaire are within my personal knowledge and are to the best
of my belief both true and correct.
Signed
Date
Name
Position
Enterprise
name
* The schedule should be used where tenders are subject to the Local Government: Municipal Finance Management Act
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B2.1 EVALUATION SCHEDULE: EXPERIENCE ON PREVIOUS PROJECTS REFERENCES
The Tenderer shall provide details of his performance on each of the previous projects listed in the
“Relevant Experience” returnable schedule. “Client Reference Scorecards” will be completed by each
of the respective Clients for the projects listed in the “Previous Experience” returnable schedule.
REPORT ON BIDDER’S COMPETENCE & PERFORMANCE ON A PROJECT FOR TENDER
RECOMMENDATION PURPOSES
The following are to be completed by the Client and is to be supported in each case accompanied by
Signed Appointment Letter; (ii) Signed and Stamped Reference (in the form issued to the tenderer)
PROJECT NAME:
Type of Project, e.g.: ………………………………………………………………………………...
(New school, renovation of clinic, engineering, etc.)
Client: . ………………………………………………………………………………………………….
Professional Fees Amount: ................................................................................................ ………….
Professional Roll: ................................................................................................................ ..………….
Contract Duration and Actual Contract Duration:…………………………………………………
RATE SERVICE PROVIDER ON THEIR OVERALL PERFORMANCE
DESCRIPTION SCORE
TICK APPROPRIATE
SCORING
Very Good 5
Good 4
Satisfactory 3
Poor 2
Not Acceptable 1
Any other remarks considered necessary to assist in evaluation of the Service Provider?
...................................................................................................................................................................
...................................................................................................................................................................
Client’s contact person: ..................................................................................................... ...................
Telephone: ........................................................................................................................... ...................
I hereby declare that to the best of my knowledge, information completed above is true and
correct and I understand that I will be held responsible for any misrepresentation.
Client Signature: ........................................... Date: ..............................................
STAMP
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B2.1 EVALUATION SCHEDULE: EXPERIENCE ON PREVIOUS PROJECTS REFERENCES
The Tenderer shall provide details of his performance on each of the previous projects listed in the
“Relevant Experience” returnable schedule. “Client Reference Scorecards” will be completed by each
of the respective Clients for the projects listed in the “Previous Experience” returnable schedule.
REPORT ON BIDDER’S COMPETENCE & PERFORMANCE ON A PROJECT FOR TENDER
RECOMMENDATION PURPOSES
The following are to be completed by the Client and is to be supported in each case accompanied by
Signed Appointment Letter; (ii) Signed and Stamped Reference (in the form issued to the tenderer)
PROJECT NAME:
Type of Project, e.g.: ………………………………………………………………………………...
(New school, renovation of clinic, engineering, etc.)
Client: . ………………………………………………………………………………………………….
Professional Fees Amount: ................................................................................................ ………….
Professional Roll: ................................................................................................................ ..………….
Contract Duration and Actual Contract Duration:…………………………………………………
RATE SERVICE PROVIDER ON THEIR OVERALL PERFORMANCE
DESCRIPTION SCORE
TICK APPROPRIATE
SCORING
Very Good 5
Good 4
Satisfactory 3
Poor 2
Not Acceptable 1
Any other remarks considered necessary to assist in evaluation of the Service Provider?
...................................................................................................................................................................
...................................................................................................................................................................
Client’s contact person: ..................................................................................................... ...................
Telephone: ........................................................................................................................... ...................
I hereby declare that to the best of my knowledge, information completed above is true and
correct and I understand that I will be held responsible for any misrepresentation.
Client Signature: ........................................... Date: ..............................................
STAMP
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B2.1 EVALUATION SCHEDULE: EXPERIENCE ON PREVIOUS PROJECTS REFERENCES
The Tenderer shall provide details of his performance on each of the previous projects listed in the
“Relevant Experience” returnable schedule. “Client Reference Scorecards” will be completed by each
of the respective Clients for the projects listed in the “Previous Experience” returnable schedule.
REPORT ON BIDDER’S COMPETENCE & PERFORMANCE ON A PROJECT FOR TENDER
RECOMMENDATION PURPOSES
The following are to be completed by the Client and is to be supported in each case accompanied by
Signed Appointment Letter; (ii) Signed and Stamped Reference (in the form issued to the tenderer)
PROJECT NAME:
Type of Project, e.g.: ………………………………………………………………………………...
(New school, renovation of clinic, engineering, etc.)
Client: . ………………………………………………………………………………………………….
Professional Fees Amount: ................................................................................................ ………….
Professional Roll: ................................................................................................................ ..………….
Contract Duration and Actual Contract Duration:…………………………………………………
RATE SERVICE PROVIDER ON THEIR OVERALL PERFORMANCE
DESCRIPTION SCORE
TICK APPROPRIATE
SCORING
Very Good 5
Good 4
Satisfactory 3
Poor 2
Not Acceptable 1
Any other remarks considered necessary to assist in evaluation of the Service Provider?
...................................................................................................................................................................
...................................................................................................................................................................
Client’s contact person: ..................................................................................................... ...................
Telephone: ........................................................................................................................... ...................
I hereby declare that to the best of my knowledge, information completed above is true and
correct and I understand that I will be held responsible for any misrepresentation.
Client Signature: ........................................... Date: ..............................................
STAMP
Page | 41
B2.1 EVALUATION SCHEDULE: EXPERIENCE ON PREVIOUS PROJECTS REFERENCES
The Tenderer shall provide details of his performance on each of the previous projects listed in the
“Relevant Experience” returnable schedule. “Client Reference Scorecards” will be completed by each
of the respective Clients for the projects listed in the “Previous Experience” returnable schedule.
REPORT ON BIDDER’S COMPETENCE & PERFORMANCE ON A PROJECT FOR TENDER
RECOMMENDATION PURPOSES
The following are to be completed by the Client and is to be supported in each case accompanied by
Signed Appointment Letter; (ii) Signed and Stamped Reference (in the form issued to the tenderer)
PROJECT NAME:
Type of Project, e.g.: ………………………………………………………………………………...
(New school, renovation of clinic, engineering, etc.)
Client: . ………………………………………………………………………………………………….
Professional Fees Amount: ................................................................................................ ………….
Professional Roll: ................................................................................................................ ..………….
Contract Duration and Actual Contract Duration:…………………………………………………
RATE SERVICE PROVIDER ON THEIR OVERALL PERFORMANCE
DESCRIPTION SCORE
TICK APPROPRIATE
SCORING
Very Good 5
Good 4
Satisfactory 3
Poor 2
Not Acceptable 1
Any other remarks considered necessary to assist in evaluation of the Service Provider?
...................................................................................................................................................................
...................................................................................................................................................................
Client’s contact person: ..................................................................................................... ...................
Telephone: ........................................................................................................................... ...................
I hereby declare that to the best of my knowledge, information completed above is true and
correct and I understand that I will be held responsible for any misrepresentation.
Client Signature: ........................................... Date: ..............................................
STAMP
Page | 42
B2.1 EVALUATION SCHEDULE: EXPERIENCE ON PREVIOUS PROJECTS REFERENCES
The Tenderer shall provide details of his performance on each of the previous projects listed in the
“Relevant Experience” returnable schedule. “Client Reference Scorecards” will be completed by each
of the respective Clients for the projects listed in the “Previous Experience” returnable schedule.
REPORT ON BIDDER’S COMPETENCE & PERFORMANCE ON A PROJECT FOR TENDER
RECOMMENDATION PURPOSES
The following are to be completed by the Client and is to be supported in each case accompanied by
Signed Appointment Letter; (ii) Signed and Stamped Reference (in the form issued to the tenderer)
PROJECT NAME:
Type of Project, e.g.: ………………………………………………………………………………...
(New school, renovation of clinic, engineering, etc.)
Client: . ………………………………………………………………………………………………….
Professional Fees Amount: ................................................................................................ ………….
Professional Roll: ................................................................................................................ ..………….
Contract Duration and Actual Contract Duration:…………………………………………………
RATE SERVICE PROVIDER ON THEIR OVERALL PERFORMANCE
DESCRIPTION SCORE
TICK APPROPRIATE
SCORING
Very Good 5
Good 4
Satisfactory 3
Poor 2
Not Acceptable 1
Any other remarks considered necessary to assist in evaluation of the Service Provider?
...................................................................................................................................................................
...................................................................................................................................................................
Client’s contact person: ..................................................................................................... ...................
Telephone: ........................................................................................................................... ...................
I hereby declare that to the best of my knowledge, information completed above is true and
correct and I understand that I will be held responsible for any misrepresentation.
Client Signature: ........................................... Date: ..............................................
STAMP
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