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Contract No. CDC/405/14 April 2014 Expression of Interest: SUPPLIERS INTERESTED IN PROVIDING THEIR RESEARCH AND ECONOMIC MODELLING CAPABILITIES

SUPPLIERS INTERESTED IN PROVIDING THEIR RESEARCH AND ECONOMIC MODELLING CAPABILITIES · 2014-05-05 · and clearly marked CDC/405/14 - Suppliers Interested in Providing their Research

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Page 1: SUPPLIERS INTERESTED IN PROVIDING THEIR RESEARCH AND ECONOMIC MODELLING CAPABILITIES · 2014-05-05 · and clearly marked CDC/405/14 - Suppliers Interested in Providing their Research

Contract No.

CDC/405/14

April 2014

Expression of Interest:

SUPPLIERS INTERESTED IN PROVIDING

THEIR RESEARCH AND ECONOMIC

MODELLING CAPABILITIES

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DOCUMENT INFORMATION SHEET

Copyright

All rights reserved. No part of this document may be reproduced or distributed in

any form or by any means, electronic, mechanical, photocopying or recording

or otherwise, or stored in a database or retrieval system, without the prior

written permission of the Coega Development Corporation (Pty) Ltd. ©

Title of Report : Expression of Interest: Suppliers Interested in Providing their

Research and Economic Modelling Capabilities

Type of Report : Expression of Interest (EOI)

Report Number : CDC/405/14

Prepared by Idriss Mouchili

Reviewed by : Duane Mouton

Approved by : Monde Mawasha

Business Unit : IRS

Prepared for : IRS

Date of Issue : April 2014

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Coega Development Corporation Coega IDZ and Port Supply Chain Unit Zone Development and Operations

Rev 0. 11/04/2014

DOCUMENT CONTROL SHEET

PROJECT NAME : Provision of Research and Economic Modelling Capabilities

DOCUMENT TITLE : Expression of Interest: Suppliers Interested in Providing their Research and

Economic Modelling Capabilities

DOCUMENT No. : CDC/405/14

SIGNING OF THE ORIGINAL DOCUMENT

We, the undersigned, accept this document as a stable work product to be placed under formal change

control as described by the Change Control Procedure document

ORIGINAL Prepared by Reviewed by Approved by

Date:

15 April 2014

Name:

Idriss Mouchili

Name:

Duane Mouton

Name:

Monde Mawasha

Signature:

Signature: Signature:

Distribution:

REVISION CHART

REVISION 1 Name: Name:

Name:

Date: Signature: Signature: Signature:

REVISION 2 Name:

Name:

Name:

Date:

Signature: Signature: Signature:

REVISION 3 Name:

Name:

Name:

Date:

Signature: Signature: Signature:

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Coega Development Corporation Coega IDZ and Port Supply Chain Unit Zone Development and Operations

CDC/405/14 i Rev 0 03/04/2014

TABLE OF CONTENTS

1. INTRODUCTION ................................................................................................................................. 1

2. INVITATIONS ..................................................................................................................................... 1

3 SCOPE OF WORK AND CRITERIA FOR ASSESSMENT................................................................ 2

3.1 Requirements............................................................................................................................. 2

3.1.1 Eastern Cape Local Competitive Location benchmarking Study ..................................................... 2

3.1.2 Production and Edition of the 6th Issue of the Perspectives Journal ................................................ 3

3.1.3 Edition of the Socio-Economic Outlook and Sectoral Reports ......................................................... 3

3.1.4 Workshop: Time Series Analysis & Panel Data ............................................................................... 3

3.1.5 Workshop on Report Writing............................................................................................................. 4

3.1.6 Development of Statistical and Econometrics Models: I/O, SAM & CGE ........................................ 4

3.3 Responsiveness Assessment .................................................................................................... 5

4. INSTRUCTIONS TO BIDDERS .......................................................................................................... 6

4.1 Terms and Conditions ................................................................................................................ 6

5 DISQUALIFICATION .......................................................................................................................... 7

6. COPYRIGHT ....................................................................................................................................... 8

7. CONFIDENTIALITY AND MEDIA PROTOCOL ................................................................................. 8

LIST OF ANNEXURES ................................................................................................................................. 8

APPENDIX A ................................................................................................................................................. 9

RESPONDENT’S INFORMATION SHEET ............................................................................................... 9

APPENDIX B ............................................................................................................................................... 11

SUPPLIER INFORMATION SHEET ........................................................................................................ 11

APPENDIX C ............................................................................................................................................... 14

SELECTED CLUSTER BY THE BIDDER ............................................................................................... 14

APPENDIX D ............................................................................................................................................... 16

DECLARATION OF INTEREST FORM ................................................................................................... 16

APPENDIX E ............................................................................................................................................... 20

CERTIFICATE OF INDEPENDENT BID DETERMINATION .................................................................. 20

ANNEXURE F ............................................................................................................................................. 24

TENDER OFFER EVALUATION AND SCORING .................................................................................. 24

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Coega Development Corporation Coega IDZ and Port Supply Chain Unit Zone Development and Operations

CDC/405/14 1/24 Rev 0 15/04/2014

Contract Number: CDC/405/14

EXPRESSION OF INTEREST: SUPPLIERS INTERESTED IN PROVIDING THEIR

RESEARCH AND ECONOMIC MODELLING CAPABILITIES

1. INTRODUCTION

The Coega Development Corporation (Pty) Ltd (“the CDC”) is a company that is wholly owned by

the South African Government. Located within the Nelson Mandela Bay Municipality (NMBM) near

Port Elizabeth, the multi-billion dollar IDZ is the South Africa’s premier location for new industrial

investments covering 11 000 hectares of land. The CDC is mandated to develop and operate the

Coega IDZ, therefore contributing to the socio-economic upliftment of the Eastern Cape (EC).

The development of the IDZ has led to a fair amount of skills and expertise be attracted to the CDC,

in various areas such as business development and advisory research. Formed in 2008, the

Research Unit (RU) provides insight and foresight to the CDC in attracting investors in the IDZ, with

a view to attract Foreign Direct Investments (FDIs), create jobs and contribute to the

industrialisation of the EC province. Aligned to the CDC vision of bringing about economic

development to the EC, the RU has extended its service offering to partner with public entities

2. INVITATIONS

The CDC is inviting capable and competent Service Providers, under qualifying categories, to

express their interest in providing part or all projects for sectoral research, editing of publications

and building of econometrics models. The successful respondents should have the capabilities and

experience to meet the requirements of the CDC in as far as these services are concerned.

One original of the completed Expression of Interest (EOI) shall be placed in a sealed envelope

and clearly marked CDC/405/14 - Suppliers Interested in Providing their Research and

Economic Modelling Capabilities. The closing date and time for the receipt of completed

tenders is 12h00 on Friday , 16 May 2014 at the following physical address:-

CDC Head Office

Coega Business Centre

Cnr Alcyon & Zibuko Street

Zone 1, Coega IDZ

Port Elizabeth

6100

All enquiries regarding this EOI must be directed to:

Mr Luvuyo Matya: Acting Supply Chain Manager

E-mail: [email protected]

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3 SCOPE OF WORK AND CRITERIA FOR ASSESSMENT

3.1 Requirements

In the course of discharging its activities, the RU requires from time to time the services of service

providers in specialist fields, conform to the global economic environment, investment promotion

with a view to develop the IDZ and economic modelling for policy making and decisions based on

analytics. The scope of work for the 2014/15 FY encompasses the following:

1. Eastern Cape Local Competitive Location Benchmarking study;

2. Production and edition of the Perspectives Journal;

3. Editing of reports produced;

4. Workshop: Time Series analysis and Panel data;

5. Workshop: Report writing; and

6. Develop statistical, mathematical and econometrics models: I/O, SAM & CGE

Service providers need to demonstrate their capabilities to provide any of the above services in

order to strengthen the CDC value proposition and business cases.

3.1.1 Eastern Cape Local Competitive Location benchmarking Study

The LCLB covers multiple sectors of the economy. The key differentiators of the EC compared to

other SA provinces will form part of a “sales pitch” that will be developed as a component of the

provincial investment promotion strategy. The study will focus on:

• A market scan (supply, demand, trends, opportunities, threats, major players, etc) and value

chain analysis for each sub-sector;

• A competitive positioning analysis of the EC compared to other provinces in South Africa; and

• The development of a unique value proposition for the EC with a view to assist the

development of a focus IP strategy.

The sectors under consideration for this study are listed below. It is expected that each sub-sector

will be priced separately as budgetary consideration will determine the extent of the adjudication.

• Agro-processing (4 sub-sectors): aquaculture, edible oil, mohair, food processing &

packaging;

• Chemicals: pharmaceutical;

• Renewable energy: solar panels and wind turbines;

• Logistics: ship building & maintenance

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3.1.2 Production and Edition of the 6th Issue of the Perspectives Journal

The Perspectives journal seeks to stimulate debate among professionals, specialists and

academics on issues of industrial and economic development relevant to the international,

domestic and local economies. The journal is an initiative of the Coega Development Corporation

(CDC), in partnership with research institutions, professionals, public entity and the broader

society.

The service provider is expected to provide the following services:

• Academic rigour in selecting articles;

• Review and edit articles

• Guide in the themes

• Participate in the Perspective Journal breakfast meeting

3.1.3 Edition of the Socio-Economic Outlook and Sectoral Reports

Annually, the RU produces the EC Socio-Economic Analysis & Forecast (SEAF), which is a

provincial statistical research document that enables socio-economic intelligence and knowledge

management of key industries (Agro-processing, Construction, Automotive, Tourism, etc), in order

to support strategic decision making. Together with a range of cross-country statistics, the outlook

provides a unique tool to keep abreast of global and regional economic developments, medium

terms challenges to potential growth, unemployment and rural development.

The service provider is expected to:

• Consider the flow of argument, the coherence of the overall analysis, and ensuring that the

layout, tables, figures and other graphical material is both accessible to policy makers and the

informed public.

• A complete technical and grammatical editing intervention in regard to the core text, and all

accompanying annexures and textual material will be undertaken.

3.1.4 Workshop: Time Series Analysis & Panel Data

The issue of skills in critical areas is at the centre piece of government’s strategy to turn the fortune

of millions and increased the employability of youths. In this context, the development of the

necessary economic intelligence to further improve the macro-economic modelling of the EC

economy is an imperative.

The CDC requires the services of qualified service providers to present an econometrics workshop

to EC professionals. The course should cover time series analysis, panel data, all developed on the

econometric software package Eviews 7. The econometric training will discuss the following items:

• An introduction to Eviews;

• Simple & Multiple regressions;

• Time series analysis;

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• Co-integration and vector auto-regressive models; and

• Panel data analysis

3.1.5 Workshop on Report Writing

The RU has over the past years developed various capabilities that have added value to the Coega

Project with limited resources. These include the following:

• Built a good track record in research complexity by increasing capacity and skills;

• Increased awareness and reputation internally and externally;

• Developed partnerships with various external experts and institutions;

• Encouraged the publishing of articles by professionals which gives the province credibility on

thought leadership on issues of development

RU interns like their CDC fellows are placed for a period of 18 months with a view to increasing

their chance of employment. RU has identified the report writing workshop as part of the training

that will improve interns’ writing skills and assist them in discharging their role for the CDC and

ultimately in their professional life.

The service provider is expected to provide the following services:

• Written input (workshop manual) and power-point supported presentations on

o fundamental writing skills, and

o special requirements of report writing.

• Guided practice concerning

o fundamental writing skills, and

o special requirements of report writing.

• Experience of a peer review process where they practice the skills of critical reading.

• Input from expert critical readers.

• Proofreading and editing of their reports by an expert language editor.

3.1.6 Development of Statistical and Econometrics Models: I/O, SAM & CGE

This project entails the development and modelling of a set of models for South Africa and

provinces. I/O models give a breakdown of the national accounts, with the advantage thereof being

that the economy can be analysed on a sectoral basis. It is possible to determine the economic

structure of a country at a specific point of time, but, through the inter-industry linkages, it is also

possible to determine what the contribution of each one of the economic sectors, both direct and

indirect, is in terms of different economic variables. The relationship between the initial spending

and the total effects generated by the spending is known as the multiplier effect of the sector.

CGE modeling reproduces - in the most possible realistic manner - the structure of the whole

economy and therefore the nature of all existing economic transactions among diverse economic

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CDC/405/14 5/24 Rev 0 15/04/2014

agents (productive sectors, households, and the government, among others). Moreover, CGE

analysis, in comparison to other available techniques, captures a wider set of economic impacts

derived from a shock or the implementation of a specific policy reform. In that sense, the CGE

approach is especially useful when the expected effects of policy implementation are complex and

materialise through different transmission channels.

In order to be considered, service providers must be able to demonstrate application/applicability of

such models; academic credential and a training component in their value proposition.

3.3 Responsiveness Assessment

The Service Providers who comply with CDC requirements as stated in the EoI document will be

added to the CDC Register of Service Providers. The RU will use the register to invite the service

providers to tender/quote for the various projects that required sectoral and economic research

acumen. The CDC will reserve the right to allocate work to short-listed entities in an effort to

distribute work and thereby reduce CDC risk.

The following mandatory conditions and tender advert information will be utilised:

Table 1: Mandatory Requirements Submitted

Table 2: Additional information required Submitted

Failure to complete and submit all mandatory information will result in submissions

being deemed null and void and shall be considered “non – responsive” and therefore

they will not be considered further.

NO. DESCRIPTION YES NO

(1) Valid original Tax Clearance Certificate;

(2) Completed and signed Declaration of Interest Register.

(3) Completed and signed Certificate of Independent Bid

Determination (SBD 9)

(4) CV’s of key personnel and ID copies

(5) Detailed company profile and relevant projects completed which

may be relevant in the evaluation of the tender

NO. DESCRIPTION YES NO

(1) BBBEE certificate from SANAS/IRBA accredited Verification

Agency. EME’s letter of the accountants

(2) Signed letters of support from 3 clients and contact details

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EOI documents shall be collected from the following CDC offices;

1. CDC Office, Cnr Alcyon & Zibuko Street, Zone 1, Coega IDZ, Port Elizabeth, from 10h00,

Friday, the 25th

April 2014, at no cost.

2. EOI Documents can also be downloaded from our website at www.coega.co.za.

3. No tender briefing meeting will be held.

4. One original of the completed EOI shall be placed in a sealed envelope clearly marked: “CDC-

405-14: EXPRESSION OF INTEREST FOR SUPPLIERS INTERESTED IN PROVIDING

THEIR RESEARCH AND ECONOMIC CAPABILITIES.”

5. The closing date and time for the receipt of completed EOIs is Friday, the 16th

May 2014,

12h00 at the CDC Head Office, Corner Alcyon & Zibuko Street, Zone 1, Coega IDZ, Port

Elizabeth 6100. EOI will not be opened in Public. No late submissions will be considered.

Respondents must include an original, valid SARS Tax Compliance Certificate in their

submissions in order to be considered.

Telegraphic, telexed, facsimiled or e-mailed submissions will not be accepted.

No telephonic communication with any CDC member of staff relating to this EOI will be

permitted. All enquiries regarding this EOI must be in writing only, and must be directed to:

Luvuyo Matya, Acting Supply Chain Manager; E-mail: [email protected].

4. INSTRUCTIONS TO BIDDERS

4.1 Terms and Conditions

(a) All submissions must be received by the CDC no later than 12H00 on 16 May 2014. Any

EOI received after the closing time will not be considered. The CDC reserves, under

exceptional circumstances, the right to extend the closing date. All EOI and all subsequent

information received from respondents will become the property of the CDC and will not

be returned.

(b) The successful respondents will be added to the CDC register for a period of 12 months (1

year), with effect from the date of confirmation; this appointment could be extended for a

further 24 months;

(c) The CDC will create a register of preferred Service Providers and the criteria of inviting

tenderers will be based on availability of projects in the various clusters;

(d) If the CDC selects a Bidder, the CDC reserves the right to negotiate the content of the

EOI, the scope of services, including financial terms.

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(e) The CDC reserves the right not to accept any EOI. If the CDC does not accept any EOI it

will declare the EOI call process to be closed, to proceed on a completely different basis,

or not to proceed with the Contract.

(f) Submission of an EOI by a respondent, and all the subsequent opening and adjudication

process, does not represent a commitment on the part of the CDC to proceed further with

that or with any Bidder.

(g) The CDC will not accept any responsibility for costs incurred by Bidders in preparing and

submitting EOI.

(h) The CDC reserves the right:-

(i) Not to appoint some or all in the event it deems the EOI not appropriate;

(ii) Appoint more than one entity in the event that it deems it appropriate; and

(iii) To engage in processes to validate all claims made in the EOI

(i) The respondent shall comply fully with the requirements of this EOI but may propose

modifications and/or alternatives, which enhance the process from either a technical,

financial or programme/schedule perspective. Any particular experience and expertise that

a respondent offers which will enhance the process will be given due consideration in the

evaluation of the EOI.

(j) The respondent shall treat as confidential all documentation, if any outside party should

request information, the respondent shall report the request in writing to the CDC.

(k) When doing Service, only original equipment manufacturing parts to be used to ensure the

machines are 100% secure and safe to use.

5 DISQUALIFICATION

(a) It must be stressed that any queries relating to this request must be in writing, and must be

addressed only to the Acting Supply Chain Manager who is identified as a contact person for

this contract.

(b) Respondents are not to communicate in any manner or form whatsoever with members of

CDC personnel about the EoI until the preferred service provider (s) have been selected and

such selection has been formally communicated to the public.

(c) Respondents are advised that should there be any contact with CDC staff and the

Adjudication Team which could in any way be seen or deemed to constitute a conflict of

interest, bribe or otherwise influence the process and the outcome thereof, will result in

immediate disqualification.

(d) Any misrepresentation of information or fraudulent information submitted, will lead to

immediate to disqualification of the respondent, whether discovered during adjudication

process or afterwards when the project is being executed.

(e) Any misrepresentation of information or fraudulent or misleading information or report or

claim submitted anytime during the course of executing the contract will lead to immediate

cancellation of the contract

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6. COPYRIGHT

Copyright of this Document is vested in the CDC. It cannot be copied, in whole or in part, in any

form or in any format without the prior written consent of the CDC.

7. CONFIDENTIALITY AND MEDIA PROTOCOL

Any information relating to the submissions, through the process or otherwise shall be treated in

strict confidence. The CDC reserves the right to announce the names of Bidders to the media.

In submitting a response, a Bidder agrees that it shall not be entitled to any information disclosed

by another applicant to the CDC, which the CDC has determined to be of a confidential nature.

The content and details of the evaluation of submissions will remain confidential to the CDC.

LIST OF ANNEXURES

Annexure A Respondents Information Sheet

Annexure B Supplier Information Sheet

Annexure C Selected Cluster by the Bidder

Annexure D Declaration of Interest Form

Annexure E Certificate of Independent Bid Determination

Annexure F Tender Offer Evaluation and Scoring

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APPENDIX A

RESPONDENT’S INFORMATION SHEET

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APPENDIX A

RESPONDENT’S INFORMATION SHEET

Contract No. CDC/405/14

Description of Contract EXPRESSION OF INTEREST: SUPPLIERS INTERESTED IN

PROVIDING THEIR RESEARCH AND ECONOMIC

CAPABILITIES

Name of Organisation / Joint

Venture / Consortium

Physical Address

Postal Address

Contact Name

Email Address

Telephone Number

Fax Number

Cell Number

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APPENDIX B

SUPPLIER INFORMATION SHEET

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APPENDIX B

SUPPLIER INFORMATION SHEET

Name of Organization:……………………………………………………………………………………..

Address: ……………………………………………………………………………………………………..

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

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

Names of Directors / Partners: 1.…………………………………………………..

2………………………………………………… 3……………………………………………………

4………………………………………………… 5……………………………………..…………….

Bank Details

Bankers:……………………………………………………………………………………………………….

Branch Name:………………………………………………………………………………………………...

Branch Code:…………………………………………………………………………………………………

Account No:…………………………………………………………………………………………………..

Accounts Contact Person:

Name: ………………………………………………………………………………………………………..

Telephone No: …………………………………………………………………………………………………

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Email Address: ………………………………………………………………………………………………

I……………………………………, in my capacity as ……………………………………………(Director /

Accountant / Manager) of ……………………………………………..…………………….., declare that all the

information given above is true and correct.

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

Signed Witness

Company Stamp Bank Stamp (if no cancelled cheque provided)

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APPENDIX C

SELECTED CLUSTER BY THE BIDDER

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APPENDIX C

SELECTED AREA OF INTEREST BY THE BIDDER

Cluster No. WORKSTREAMS Mark with an X next to the

Cluster being selected

1 Eastern Cape Local Competitive

Location Benchmarking study;

2 Production and edition of the

Perspectives Journal;

3 Editing of reports produced;

4 Workshop: Time Series analysis

and Panel data;

5 Workshop: Report writing; and

6

Develop statistical, mathematical

and econometrics models: I/O,

SAM & CGE

Bidders Signature: ................................................... Date: ………………………………………

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APPENDIX D

DECLARATION OF INTEREST FORM

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ANNEXURE D

COMPULSORY DECLARATION OF INTEREST FORM

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: 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 4: Particulars of companies and close corporations

Company registration number . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Close corporation number . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Tax reference number . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Section 5: Record of association with CDC member of Staff/Board

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 has an association with a CDC member of staff or

member of Board, a relative of a CDC member of staff or member of Board: An Association is defined as: a business or

personal relationship between a group of people or organizations joined together for a purpose.

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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 the CDC member of staff or

Board

Type of relationship

(tick appropriate column)

Family Friend

*insert separate page if necessary

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ANNEXURE D

COMPULSORY DECLARATION OF INTEREST FORM (continued)

The undersigned, who warrants that he / she is duly authorised to do so on behalf of the enterprise:

i) 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;

ii) confirms that no partner, member, director or other person, who wholly or partly exercises, or may

exercise, control over the enterprise, has within the last five years been convicted of fraud or

corruption;

iii) 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; and

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

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APPENDIX E

CERTIFICATE OF INDEPENDENT BID DETERMINATION

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ANNEXURE E

CERTIFICATE OF INDEPENDENT BID DETERMINATION (SBD-9)

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.

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.

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ANNEXURE E

CERTIFICATE OF INDEPENDENT BID DETERMINATION (SBD-9)

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;

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

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ANNEXURE E

CERTIFICATE OF INDEPENDENT BID DETERMINATION (SBD-9)

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.

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 Name of Bidder

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.

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ANNEXURE F

TENDER OFFER EVALUATION AND SCORING

(Not required, as this is an Expression of Interest – individual projects will be tendered by invitation to

successful service providers only)