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Provision of an online 360 degree evaluation of Leadership
Effectiveness and related services
Briefing Session 26 August 2013 14h00
RFP No RFP 14/2013
Closing Date 16 September 2013, 11h00
Procurement
Senior Manager: Professional Services
Commodity Leader: Professional Services
Finance Evaluator: Value Delivery Plan
BBBEE Specialist: Support Services
Operations Specialist: Governance, Compliance & Risk
Procurement Trainee
SARS – Leadership Development
Executive: Leadership Development
Specialist: Psychological Services & Assessment
Consultant: Psychological Services & Assessment
IT Security Infrastructure
Senior Specialist: Human Resources
HR Finance Support
Corporate Legal Services
Legal Specialist
Bid Evaluation Committee
2
1. Welcome and Introduction
2. RFP Timelines
3. Background
4. Scope of Work
5. Bid Evaluation Process
6. RFP submission and contact details
7. Q&A
Table of Content
3
RFP Timelines
ACTIVITY DUE DATE
RFP Advertisement in Sunday Times 25 August 2013
RFP Advertisement in Government Tender Bulletin
16 August 2013
Tender documents on SARS website 20 August 2013
Non-Compulsory briefing session 26 August 2013, 14H00
Questions relating to RFP 30 August 2013
RFP Closing Date 16 September 2013, 11h00
Notice to bidders SARS will endeavour to inform bidders
of the progress until conclusion of the
tender
4
5
1. Welcome and Introduction
2. RFP Timelines
3. Background
4. Scope of Work
5. Bid Evaluation Process
6. RFP submission and contact details
7. Q&A
Table of Content
6
As an organ of state, SARS’s mandate outlines its obligations towards the state and
its people by:
Background
7
• The Leadership Effectiveness Index (LEI) is a multi-rater instrument designed to
assess the effectiveness of the leadership performance.
• Consists of a series of statements scored by Raters who are nominated by Ratees
in the work environment.
• Scores on various dimensions are aggregated reflecting ratee leadership
effectiveness, and an overall score on leadership effectiveness for SARS as a
whole. Dimensions include:
• Integrity;
• Empowering Delivery;
• Transformation; and
• Insight.
• Outcomes of the 360 degree evaluation:
• Individual Ratee reports;
• Comprehensive Organisational report.
Background Cont.…
The “Bidders(s)” are required to respond to both options of the requirement:
(i) to host the solution internally, on SARS data centre, and
(ii) to host the solution externally on the internet.
1. Welcome and Introduction
2. RFP Timelines
3. Background
4. Scope of Work
5. Bid Evaluation Process
6. RFP submission and contact details
7. Q&A
8
Table of Content
9
Scope of Work Refer to section 8.3 of RFP doc
Data collection
Nomination Verification Evaluation Reporting
10
1. Welcome and Introduction
2. RFP Timelines
3. Background
4. Scope of Work
5. Bid Evaluation Process
6. RFP submission and contact details
7. Q&A
Table of Content
11
Pre-Qualification
Gate 0
Bid Evaluation Process Gate 0: Pre-Qualification Criteria
Name of Document that must be submitted Non-submission may result in
disqualification?
Tax Clearance Certificate – SBD 2 YES
SARS’ s Oath of Secrecy YES
Invitation to Bid – SBD 1 YES
Pricing Schedule – Annexure B YES
Declaration of Interest – SBD 4 YES
Preference Point Claim Form - SBD 6.1 NO
Declaration of Bidder’s Past Supply Chain Management Practices – SBD 8 YES
Certificate of Independent Bid Determination – SBD 9 YES
Bidder Compliance form for Technical evaluation – Annexure A 2 YES
12
• Project Support Costs
• Functionality System Requirement -
Communication
• Automation of the Leadership
Effectiveness Index Questionnaire to
enable online assessment
• Reports
• Format of online questionnaire
• Project Timelines
• IT Architectural Compliance
• References
Desktop Technical
Evaluation 70 points
Gate 1
Bid Evaluation Process Gate 1
Annexure A – Technical
Scorecard
Demonstration 30 points
Only Bidder(s) that have met the Pre-Qualification Criteria in (Gate 0) will be evaluated in Gate 1 for functionality.
Functionality will be evaluated as follows:
• Desktop Technical Evaluation – Only the top 5 Bidders will be invited for a Demonstration.
• Demonstration – The minimum threshold for Demonstration is 15 points.
The overall combined score must be equal or above 60 points in order to proceed to the Gate 2 and
further evaluated for Financial Statement analysis.
13
The Bidder(s)’ information will be scored according to the following points system:
Functionality Maximum Points
Achievable
Minimum
Threshold
Desktop Technical Evaluation Criteria:
Projects support cost
Communication
Automation of the Leadership Effectiveness Index questionnaire
to enable online assessment
Reports
Format of online Questionnaire
Project Timelines
IT Architectural
References
70
Top 5
Demonstration 30 15
Overall Combined Score 100 60
Bid Evaluation Process Gate 1 Cont…
14
Price Evaluation
10 points
Gate 2
Bid Evaluation Process Gate 2: Price & BBBEE Evaluation
BBBEE Evaluation
90 points
Price Evaluation (90 points)
Adjudication Criteria Points
Price Evaluation
90
BBBEE Evaluation (10 Points)
Adjudication Criteria Points
BBBEE Evaluation
(BBBEE Certificate and/or submission
of SBD 6.1)
10
Where:
Ps = Points scored for price of Bid under
consideration
Pt = Rand value of Bid under consideration
Pmin = Rand value of lowest acceptable Bid
15
Bid Evaluation Process Gate 2: Pricing Schedule Annexure B
Bidders must quote on
both internal and external
hosted solutions
Classification Turn Over
Submission Requirement
Exempted Micro Enterprise (EME) Below R5 million p.a
Certified Copy of BBBEE Rating Certificate from a SANAS Accredited rating agency or a Registered Auditor approved by IRBA or a letter from an Accounting Officer as contemplated in the CCA
Qualifying Small Enterprise (QSE) Between R5 million and R35 million p.a
Certified Copy of BBBEE Rating Certificate from a SANAS Accredited rating agency or a Registered Auditor approved by IRBA
Large Entity (LE) Above R35 million p.a
Certified Copy of BBBEE Rating Certificate from a SANAS Accredited rating agency or a Registered Auditor approved by IRBA
Joint Ventures and Consortiums (JV's collectively) Incorporated JV's must submit the B-BBEE status of the entity. Unincorporated JV's must submit a consolidated B-BBEE scorecard as if they were a group structure for every separate tender. Submit SBD 6.1
16
Bid Evaluation Process Gate 2: BBBEE
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 1.3.1.2
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 an Accounting Officer as contemplated in the CCA).
8. SUB-CONTRACTING 8.1 Will any portion of the contract be sub-contracted? YES / NO (delete which is not applicable)
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? YES / NO (delete which is not applicable)
Bid Evaluation Process Gate 2: BBBEE SBD 6.1
17
B-BBEE Contributor Level Number of Points
(80/20 system)
Number of Points
(90/10 system)
1 20 10
2 18 9
3 16 8
4 12 5
5 8 4
6 6 3
7 4 2
8 2 1
Non-Compliant Contributor 0 0
Bid Evaluation Process Gate 2: BBBEE Point allocation
18
19
1. Welcome and Introduction
2. RFP Timelines
3. Background
4. Scope of Work
5. Bid Evaluation Process
6. RFP submission and contact details
7. Q&A
Table of Content
20
+
TENDER BOX SARS Brooklyn Bridge,570 Fehrsen Street, Linton
House, Brooklyn
Any enquiries must be referred, in writing via email to:
rft-professionalservices@sars.gov.za or tenderoffice@sars.gov.za
1 2
Bidders must submit copies of each file (Original and Duplicate) and a CD-ROM with
content of each file by the 16 September 2013 at 11:00
Original Duplicate
Bid Submission
+
Content of File 1
and 2
21
Exhibit 1
Pre-qualification documents (SBD documents)
• Tax Clearance Certificate – SBD 2
• SARS Oath of Secrecy
• Invitation to Bid – SBD 1
• Declaration of Interest – SBD 4
• Preference Point Claim Form – SBD 6.1
• Declaration of Bidders Past SCM Practices – SBD 8
• Certificate of Independent Bid Determination – SBD 9
• Bidder Compliance Form for Technical Evaluation
Exhibit 2
• Bidder Compliance Checklist for Technical Evaluation
• Technical Responses
• Supporting documents for technical responses
• References/ testimonials
Exhibit 3 • Company profile
• Supplementary information
File 1: Original/ Duplicate
Exhibit 4 • General Conditions of Contract
• Draft Services Agreement
22
File 2 :Original/ Duplicate
Exhibit 5 • BBBEE Certificate
Each file and CD-ROM must be marked correctly and sealed separately for easy
reference during the evaluation process. NB
Exhibit 6 • Pricing Schedule
23
1. Welcome and Introduction
2. RFP Timelines
3. Background
4. Scope of Work
5. Bid Evaluation Process
6. RFP submission and contact details
7. Q&A
Table of Content
24
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