APPOINTMENT OF A PANEL OF INTERNAL AUDITORS TO SERVICE THE RAF ACROSS ALL DIVISIONS AND PROVINCES FOR A PERIOD OF THREE(3) YEARS

Briefing Session : 24 MARCH 2014

RFB : RFB 2014/00007

Closing Date : 11 APRIL 2014 @ 11H00

Table of Contents

1. Welcome and Introduction

2. Background

3. Scope of Work

4. RFB Timelines

5. Bid Evaluation

6. Pricing Schedule and BBBEE

7. RFB submission and contact details

8. Q&A

Welcome and Introduction

Procurement

Procurement Specialist

Internal Audit Department

Manager – Internal Audit

Corporate Legal Services

Legal Representative

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1. Welcome and Introduction

2. Background

3. Scope of Work

4. RFP Timelines

5. Bid Evaluation

6. Pricing Schedule and BBBEE

7. RFP submission and contact details

8. Q&A

Table of Contents

Background

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Core Outcomes

Our Vision and Mission

RAF Mandate as per Road Accident Fund Act 1996( Act

56 of 1996)

RAF Is liable for:

A) Past and Funeral Hospital, Medical and related Expenses

Funeral Expenses,

C) Past and Future loss of Support,

D)Past and Future Loss of Earnings, and

E) General Damages

Background Cont…

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As an organ of state, RAF’s mandate outlines its obligations towards the state and its people by ensuring we adhere to:

Our Vision

To provide the highest standard care to road accident victim's to restore balance in social system providing cover appropriate cover to all road users within borders RSA.

Our Mission

To rehabilitate person injured, compensate for injuries or death and indemnify wrongdoers as result of motor vehicle accident in timely, caring and sustainable support.

Our Values

• Ubuntu• Solution Focus• Pride in what we do• Excellence and Efficiency

RFB Timelines

ACTIVITY DUE DATE

RFB Advertisement in Sunday Times 16 March 2014

Tender documents on RAF website 14 March 2014

RFB Advertisement in Government Bulletin 14 March 2014

Compulsory briefing session 24 March 2014

Questions relating to RFB Answers to be uploaded on the RAF website

31 March 2014 @ 16H0002 April 2014 @ 11H00

RFP Closing Date 11 April 2014 @11H00

Notice to bidders May/June 2014*

1. Welcome and Introduction

2. Background

3. RFB Timelines

4. Scope of Work

5. Bid Evaluation

6. Pricing Schedule and BBBEE

7. RFB submission and contact details

8. Q&A

Table of Contents

Scope of Work

Refer to Scope of Work in RFB Document

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1. Welcome and Introduction

2. Background

3. Scope of Work

4. RFP Timelines

5. Bid Evaluation Process

6. Pricing Schedule and BBBEE

7. RFP submission and contact details

8. Q&A

Table of Contents

Pre-Qualification

Gate 0Gate 0

BEE 10 points

Gate 2Gate 2

Price 90 points

• Tax Clearance Certificate SBD 2• Invitation to Bid SBD 1• Response to Bid Letter• GCC Bidders Supply Chain Practices• Declaration of interest SBD 4• Mandatory Questionnaire• Preference Point Claim form- SBD 6.1• Declaration of Bidder’s Past SCM Practices – SBD 8• Certificate of Independent Bid Determination – SBD 9

• Tax Clearance Certificate SBD 2• Invitation to Bid SBD 1• Response to Bid Letter• GCC Bidders Supply Chain Practices• Declaration of interest SBD 4• Mandatory Questionnaire• Preference Point Claim form- SBD 6.1• Declaration of Bidder’s Past SCM Practices – SBD 8• Certificate of Independent Bid Determination – SBD 9

Criteria below will be per category applied for (Five categories):

• Project manager’s experience• Bidder’s experience• Experience of the company

Criteria below will be per category applied for (Five categories):

• Project manager’s experience• Bidder’s experience• Experience of the company

Technical Analysis 100 points

Gate 1Gate 1

• The price will be the prevailing published auditor general rates at the time of the project and all prices must be vat inclusive and must be quoted in south African rand (Zar).

• Travel and disbursements will be in line with treasury instruction 01 of 2013 2014.

• BEE certificate

• The price will be the prevailing published auditor general rates at the time of the project and all prices must be vat inclusive and must be quoted in south African rand (Zar).

• Travel and disbursements will be in line with treasury instruction 01 of 2013 2014.

• BEE certificate

Bid Evaluation Process

1. Welcome and Introduction

2. Background

3. Scope of Work

4. RFP Timelines

5. Bid Evaluation

6. Pricing Schedule and BBBEE

7. RFP submission and contact details

8. Q&A

Table of Contents

RAF BBBEE Requirements13

Turnover Classification Submission Requirement

Below R5 million p.a Exempted Micro

Enterprise (EME)

BEE Rating Certificate or Letter from

Auditors/Accounting Officer to verify that

accredited EME and percentage of black

ownership.

Between R5 million and R35

million p.a

Qualifying Small

Enterprise (QSE)

BBBEE Rating Certificate from an Accredited

Rating Agency

Above R35 million p.a Large Entity (LE) BBBEE Rating Certificate from an Accredited

Rating Agency

Joint Venture (JV) – BEE certificate must be consolidated

http://www.thedti.gov.za/bee/notice32467.pdf Notice from the Minister of Trade & Industry on the accredited verification agencies.

http://www.sanas.co.za/directory/bbee_default.php List of SANAS Accredited Verification Agencies on behalf of the DTI.

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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)

BBBEE Key Sections to complete in SBD

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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

Points Awarded for BBBEE Contribution

THE PRICE WILL BE THE PREVAILING PUBLISHED AUDITOR GENERAL RATES AT

THE TIME OF THE PROJECT AND ALL PRICES MUST BE VAT INCLUSIVE AND MUST BE QUOTED IN SOUTH AFRICAN

RAND (ZAR).

TRAVEL AND DISBURSEMENTS WILL BE IN LINE WITH TREASURY INSTRUCTION 01 OF

2013 2014.

Pricing Schedule

1. Welcome and Introduction

2. Background

3. Scope of Work

4. RFB Timelines

5. Bid Evaluation

6. Pricing Schedule and BEE

7. RFB submission and contact details

8. Q&A

Table of Contents

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TENDER BOXRAF,420 Witch Hazel Avenue, Block F Ground Floor, Eco Glades, Centurion

Any enquiries must be referred, in writing via email to: thularem@raf.co.za

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1111

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Bidders must submit 2 copies of original file (Original and Duplicates) and a CD-ROM

OriginalDuplicate

Duplicate

Bid Submission

Section1Section1

Name of the document that must be

submitted

Non-submission may result in disqualification?

Tax Clearance Certificate – SBD 2 YES – Please submit a valid and original copy of the certificate.

Invitation to bid – SBD 1 YES – Please complete and sign the supplied pro forma document.

Pricing Schedule YES – Please submit full details of pricing proposal to RAF on Annexure H.

Declaration of Interest – SBD 4 YES - Please complete and sign the supplied pro forma document.

SBD 6.1 – Preference Point Claim Form No – Non-submission will lead to a zero score on BEE.

Declaration of Bidder’s Past Supply Chain Management

Practices – SBD 8

YES - Please complete and sign the supplied pro forma document.

Certificate of Independent Bid Determination – SBD 9 YES - Please complete and sign the supplied pro forma document

Section 2Section 2

Technical Responses (Nomination and/or Payment Platforms)

Supporting documents for technical response

Testimonials/references

Section 3Section 3

Section 4Section 4 Signed GCC and SLA which RAF reserves the right on the document.

Company Profile and Supplementary Information

File 1: Prequalification and Technical Response

File 2: Pricing Schedule and BEE

Section1Section1 BBBEE Certificate or Accountant letter for SMMEs

Section 2Section 2 3 years audited/ reviewed financial statements

1. Welcome and Introduction

2. Background

3. Scope of Work

4. RFB Timelines

5. Bid Evaluation

6. Pricing Schedule and BEE

7. RFB submission and contact details

8. Q&A

Table of Contents