TAU Panel Refreshment Bid Document 06 May 2011 - National ...

NT 005/11 R: APPOINTMENT OF ADDITIONAL CONSULTANTS TO AN EXISTING PANEL OF SERVICE PROVIDERS 

NATIONAL TREASURY 

TECHNICAL ASSISTANCE UNIT (TAU) TRADING ENTITY 

NT005/11R:APPOINTMENTOF 

ADDITIONALCONSULTANTSTOAN 

EXISTINGPANELOFPROFESSIONAL 

SERVICEPROVIDERS 

 

Bid No: NT005/11R TAU: Refreshment of Panel of PSPs

NT 005/11R: APPOINTMENT OF ADDITIONAL CONSULTANTS TO AN EXISTING PANEL OF SERVICE PROVIDERS 

BID NUMBER: NT 005/11R 

CLOSE Date: 27 th May 2011 

 

Time: 

12:00 Noon 

DESCRIPTION: 

APPOINTMENT OF ADDITIONAL 

CONSULTANTS TO AN EXISTING PANEL 

OF 

PROFESSIONAL SERVICE PROVIDERS 

BRIEFING SESSION:

NT 005/11R: APPOINTMENT OF ADDITIONAL CONSULTANTS TO AN EXISTING PANEL OF SERVICE PROVIDERS 

SECTIONS IN THIS BID DOCUMENT 

 

 

Section No. 

 

 

 

 

 

 

 

 

 

 

o 

o 

o 

 

 

 

 

o 

o 

 

 

 

o 

 

 

 

 

 

 

 

 

 

 

LIST OF ACRONYMS/DEFINITIONS

NT 005/11R: APPOINTMENT OF ADDITIONAL CONSULTANTS TO AN EXISTING PANEL OF SERVICE PROVIDERS

NT 005/11R: APPOINTMENT OF ADDITIONAL CONSULTANTS TO AN EXISTING PANEL OF SERVICE PROVIDERS 

 

INVITATION TO BID 

YOU ARE HEREBY INVITED TO BID FOR REQUIREMENTS OF THE 

TECHNICAL ASSISTANCE UNIT TRADING ENTITY 

BID NUMBER: 005/11R 

DESCRIPTION: Appointment of additional consultants to an existing panel of professional service 

providers 

BID DOCUMENTS MAY BE POSTED TO: 

Chief Director 

Contract Management 

Private Bag X49 

PRETORIA 

0001 

OR 

DEPOSITED IN THE BID BOX SITUATED AT (STREET ADDRESS) 

 

240 Vermeulen Street between 

ABSA and the old Salzburg Restaurant 

Pretoria 

Bidders should ensure that bids are delivered timeously to the correct address. If the bid is late, it will not be 

accepted for consideration. 

The bid box is generally open 24 hours a day, 7 days a week. 

 

ALL BIDS MUST BE SUBMITTED ON THE OFFICIAL FORMS [Paper and CD]


THE FOLLOWING PARTICULARS MUST BE FURNISHED 

FAILURE TO DO SO MAY RESULT IN YOUR BID BEING DISQUALIFIED 

NAME OF BIDDER ........................................................................................................................................... 

POSTAL ADDRESS ........................................................................................................................................... 

STREET ADDRESS ........................................................................................................................................... 

........................................................................................................................................... 

TELEPHONE NUMBER CODE .............. NUMBER ............................................................................................... 

CELL PHONE NUMBER ........................................................................................................................................... 

FACSIMILE NUMBER CODE .............. NUMBER ............................................................................................... 

VAT REGISTRATION NUMBER ........................................................................................................................................... 

CONTACT PERSON ........................................................................................................................................... 

E-MAIL ADDRESS ........................................................................................................................................... 

SIGNATURE OF BIDDER ........................................................................................................................................... 

DATE ........................................................................................................................................... 

CAPACITY UNDER WHICH THIS BID IS SIGNED .................................................................................................................... 

Failure on the part of the bidder to sign this tender form and thus to acknowledge and accept the conditions 

in writing or to complete the attached forms, questionnaires and specifications in all respects, may invalidate 

the bid. 

Bids should be submitted on the official forms and should not be qualified by the bidder's own conditions. 

Failure to comply with these requirements may invalidate the bid. 

BIDS AND ELECTRONIC BIDS 

The original hard copy document will serve as the legal bid document. The original hard copy document 

must be completed in full, signed and submitted. 

TERMS 

I/We hereby bid for the inclusion on the Panel of Professional Service Providers for rendering all or any of 

the services described in the attached Terms of Reference to the TAU Trading Entity within the 

Administration of the National Treasury of he Government of the Republic of South Africa on the terms and 

conditions and in accordance with the specifications stipulated in the bid documents (and which shall be 

taken as part of, and incorporated into, this bid) at the prices and on the terms regarding time to be 

determined.


 

 

I/We agree that - 

The bid herein shall remain binding upon me/us and open for acceptance during the validity period indicated 

and calculated from the closing time of the bid; 

If I/we withdraw my/our bid within the period for which I/we have agreed that the bid shall remain open for 

acceptance, or fail to fulfil the contract when called upon to do so, the State may, without prejudice to its 

other rights, agree to the withdrawal of my/our bid or cancel the contract that may have been entered into 

between me/us and the State and I/we will then pay to the State any additional expense incurred by the 

State having either to accept any less favourable bid or, if fresh bids have to be invited, the additional 

expenditure incurred by the invitation of fresh bids and by the subsequent acceptance of any less 

favourable bid, the State shall also have the right to recover such additional expenditure by set-of against 

moneys which may be due or become due to me/us under this or any other bid or contract or against any 

guarantee or deposit that may have been furnished by me/us or on my/our behalf for the due fulfilment of 

this or any other bid or contract and pending the ascertainment of the amount of such additional expenditure 

to retain such moneys, guarantee or deposit as security for any loss the State may sustain by reason of 

my/our default; 

If my/our bid is accepted the acceptance may be communicated to me/us by letter or order by ordinary 

post or registered post and that SA Post Office Ltd shall be regarded as my/our agent, and delivery of such 

acceptance to SA Post Office Ltd shall be treated as delivery to me/us; 

The law of the Republic of South Africa shall govern the contract created by the acceptance of my/our bid 

and that I/we choose domicilium citandi et executandi in the Republic as indicated above. 

I/We furthermore confirm that I/we have satisfied myself/ourselves as to the correctness and validity of 

my/our bid; that the price(s) and rate(s) quoted cover all the work/item(s) specified in the bid documents; 

and that the price(s) and rate(s) cover all my/our obligations under a resulting contract and that I/we accept 

that any mistakes regarding price(s) and calculations will be at my/our risk. 

I/We hereby accept full responsibility for the proper execution and fulfilment of all obligations and conditions 

devolving on me/us under this agreement as the Principal(s) liable for the due fulfilment of this contract. 

I/We agree that any action arising from this contract may in all respects be instituted against me/us and I/we 

hereby undertake to satisfy fully any sentence or judgement which may be pronounced against me/us as a 

result of such action. 

I/We declare that I/we have participation*/no participation* in the submission of any other bid for the 

supplies/services described in the attached documents. If in the affirmative, state names(s) of bidder(s) 

involved 

.................................................................................................................................................................................. 

 

 

 

 

 

 

Are you duly authorised to sign the bid 

* YES / NO


 

 

Has the Declaration of Interest (SBD4 – Annexure E1) been duly completed 

and included with the other bid forms 

* YES / NO 

Have the company or any of its Directors, Shareholders or Joint Venture 

Partners in their present or previous capacity ever been restricted from 

bidding by any organ of the State 

* YES / NO 

If yes, please provide full details of restriction. 

.................................................................................................................................................................................. 

.................................................................................................................................................................................. 

.................................................................................................................................................................................. 

.................................................................................................................................................................................. 

Has the Certificate of Independent bid determination (SBD 9 – Annexure E5) been 

duly completed and included with the other bid forms 

*YES/NO


1. SPECIAL CONDITIONS 

Bid: NT 005/11R 

Title Appointment of additional consultants to an existing panel of professional 

service providers 

 

Closing time: 12h00 Noon 

Closing date: 27 MAY 2011 

 

Validity period of bid: 120 Days 

These Special Conditions follow in context, principle and purpose those of the Bid 

Document NT006/10 Appointment of Consultants to a Panel of Professional 

Service Providers for a period of three years ending July 2013 which had a closing 

date of 17 th May 2010. 

The purpose of this current bidding process is to refresh the existing panel with 

additional consultants where new skill requirements have been identified since 

the bidding process which established the existing panel in August 2010 and to 

add further consultants to existing skill categories where potential demand for 

services will exceed the current availability of panel members in those categories. 

1.1 LEGALISED FRAMEWORK 

 

 

 

 

 

 

 

 

1.2 BID EVALUATION 

 

1.2.1 EVALUATION PROCESS 

 

 

 

two envelope system


 

 

 

 

 

 

 

 

 

 

 

 

1.2.2 TECHNICAL EVALUATION 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Evaluation criteria Max points 

Key personnel nominated (each person will be evaluated 

according to the following criteria)


Evaluation criteria Max points 

Consultancy 

 

 

 

 

 

Maximum Technical Score 90 

 

 

 

ANY PROPOSAL NOT MEETING A MINIMUM SCORE OF 55 POINTS FOR 

TECHNICAL PROPOSAL WILL BE REJECTED, AND THEIR FINANCIAL 

PROPOSALS WILL REMAIN UNOPENED. 

 

1.2.3. HDI EVALUATION 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

PriceTechnical Proposal 

PriceTechnical Proposal 

 

price 

 

technical proposal 

 

 

 

1.2.4. PRICE EVALUATION


 

 

 

 

 

 

 

 

 

2 NON-COMMITMENT 

 

 

 

 

 

 

 

 

 

 

will not 

 

 

 

 

 

3 FRAUD AND CORRUPTION 

 

 

 

 

 

 

4 PANEL REFRESHMENT REQUIREMENTS 

 

 

 

 

 

 

 

 

 

allall


 

 

5 REASONS FOR REJECTION 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

6 CLARIFICATIONS 

 

 

 

 

 

 

16 May 2011 

 

19 May 2011 

 

 

 

 

 

 

7 ADDITIONAL INFORMATION REQUIREMENT 

 

 

 

 

 

 

 

 

only


 

 

8 PACKAGING OF BIDS 

 

 

 

 

Technical Proposal 

 

 

 

 

 

 

 

 

 

 

. 

 

 

 

 

 

 

Price Proposal 

 

 

. 

 

 

and the 

completed CDAnnexure D 

 

 

 

 

In addition, an electronic copy [in the prescribed format in 

Microsoft Word not PDF format ] 

 

 

 

Failure to submit an 

electronic copy in the prescribed format will result in the 

bid being rejected. 

 

 

 

 

 

 

.


 

 

9 LATE BIDS 

 

 

 

10 GENERAL INFORMATION 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

new 

 

 

 

 

 

 

 

11 CONFIDENTIALITY 

 

 

 

 

 

 

 

 

 

 

 

 

 

12 SCREENING AND VETTING 

 

 

 

 

CONFIDENTIAL/SECRET/TOP SECRET.


 

 

13 FORMAT OF SUBMISSIONS 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Note: For the benefit of this bid, the word “firm” refers to any commercial 

enterprise, business partnership, sole trader, NGO or academic institution.


14. BID SUBMISSIONS 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Annexure B1 

 

 

* See clause 10.3 

Annexure C1 

 

 

 

15 PRICING 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Annexure D


16 MANAGEMENT CONTACT DETAILS 

 

 

 

Annexure A1. 

 

 

17 COMPETENCY EXPERIENCE AND REFERENCES 

 

 

 

 

 

 

 

minimum period 

of 5 years 

 

 

 

 

 

 

 

 

 

 

 

18 SERVICE PROVIDER PROFILE 

 

 

 

 

 

 

 

 

19 REGISTRATION 

 

 

 

 

 

 

20 INDIVIDUAL CVs MAY ONLY FORM PART OF ONE BID 

 

 

 

 

 

 

21 TAX CLEARANCE CERTIFICATE


 

 

 

 

 

 

 

22 CONTRACTING OF SERVICE PROVIDERS FROM THE PANEL TO WORK ON 

SPECIFIC PROJECTS





23. TERMS OF REFERENCE (TOR) 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

24.2 BACKGROUND TO TAU


 

 

 

 

 

 

 

 

 

 

 

 

 

1. Social Protection & Community Development, 

 

 

 

2. Economic Sectors and Employment, 

 

 

 

 

 

3. Human Development, 

 

 

 

 

4. Governance and Administration, 

 

 

 

 

 

5. Justice, Crime Prevention and Security, 

 

 

 

 

6.International Cooperation Trade & Security 

 

 

 

 

7. Infrastructure,



 

and 

(Annexure B1) 

(Annexure C1)


ANNEXURES 

Annexure A: Technical proposal 1 

[The Bidder] 

A1: Details of Bidder 

A2: Service Provider Profile 

A3: Key Personnel Details 

Annexure B: Technical proposal 2 

[The Nominated Individuals] 

B1: Individual CVs 

B2: Experience Schedule 

Annexure C: Technical Proposal 3 

[Project Experience] 

C1: Individual Project Experience Sheets 

Annexure D: Price Proposal 

Annexure E: Standard Procurement Forms 

E.1: Declaration of interest (SBD4) 

E.2: Preference points claim (SBD6.1) E.3: Tax 

Clearance Request Form (SBD2) 

E4 Declaration of Bidder’s Past Supply Chain 

Practices (SBD8) 

E5: Certificate of independent bid 

Determination (SBD9) 

Annexure F: General Conditions of Contract 

Annexure G: Tax Questionnaire 

(TO BE COMPLETED ONLY ON APPOINTMENT ONTO THE PANEL) 

Annexure H: Tender Completion checklist


ANNEXURE A 

TECHNICAL PROPOSAL 1 

Annexure A1: Details of Bidder 

Annexure A2: Service Provider Profile 

Annexure A3: Key Personnel Nominated 

Also to be completed in Electronic Format using the 

prescribed format

ANNEXURE A.1: DETAILS OF SERVICE PROVIDER 

Service Provider’s Name 

Service Provider’s Postal Address 

Service Provider’s Street Address 

Item Detail Description 

Name of the organization or individual 

submitting this bid 

Box number 

Post office 

Postal code 

Number and street name 

Suburb 

Town/city 

Postal code 

Service Provider’s Telephone Number Code and number, e.g. 012 488 9999 

Service Provider’s Facsimile Number Code and number, e.g. 012 488 9999 

Service Provider’s Entity Type One person business/sole trader From the drop-down list, select entity 

type 

Service Provider’s Registration 

Number 

Service Provider’s VAT Registration 

Number 

Service Provider’s SARS Tax Number 

Service Provider’s Tax Clearance 

Certificate Expiry Date 

Contact Person 

If ‘other’ selected, specify here 

Company registration number if 

applicable 

If applicable 

yyyy-mm-dd, e.g. 2010-03-04 

Contact person for this bid 

Contact Person’s Cell Phone Number Number ,e.g. 088 345 6789 

Contact Person’s Email Address 

Name of Person Signing this Bid 

Full name 

Date of Signature of the Bid yyyy-mm-dd, e.g. 2010-03-04 

Capacity Under which this Bid is 

Signed 

Signature 

Director, member, individual, etc 

Sign here 

Notes: 

Select the shaded fields and enter the relevant data or select the relevant option. 

When a field is selected, a help prompt is shown in the status bar at the bottom of the document window. The help prompt 

can also be displayed by pressing the F1 key. 

If the postal address is the same as the street address, leave the postal address fields blank. 

When completed, print a copy and sign. Submit the signed copy as part of the bid. 

This form must be completed irrespective of whether the bidder is an individual or an organization. 

29

ANNEXURE A.2: SERVICE PROVIDER PROFILE 

Service Provider’s Relevant Experience (maximum 10 one sentence bullet points) 

● 

● 

● 

● 

● 

● 

● 

● 

● 

● 

Service Provider’s Areas of Expertise (maximum 10 one sentence bullet points) 

● 

● 

● 

● 

● 

● 

● 

● 

● 

● 

Locations of Service Provider’s Offices in SA (names of towns only) 

Service Provider’s Support Structure (administration, secretarial etc) 

Service Provider’s Financial Data (current asset value, P&L summary) 

Service Provider’s Date of Foundation (yyyy-mm-dd, e.g. 2010-03-04) 

Service Provider’s BEE Shareholding (names and %) 

Service Provider’s Foreign Shareholding (names, nationality and %) 

Has the Service Provider previously bid for the 2010 TAU Panel (Yes/No) 

30

If Yes, how many of the CVs you submitted were accepted 

(the total number of CVs accepted and new CVs submitted may not exceed 10) 

HDI Status (as per SBD 6.1) 

Service Provider Name 

Representative’s Name 

Representative’s Signature 

This detail is updated automatically 

based on Annexure A.1. 



Date of Signature 



Notes: 

Select the shaded fields and enter the relevant data. 




31

ANNEXURE A.3: NOMINATED INDIVIDUALS 

Ref. 

No. 

First Name 

Surname 

Female/ 

Male 

Position within Service 

Provider 

1 

2 

3 

4 

5 

6 

7 

8 

9 

10 











Notes: 





32


TECHNICAL PROPOSAL 

ANNEXURE B 

B1: CURRICULUM VITAE 

B2: INDIVIDUAL EXPERIENCE SHEETS 

Notes:

ANNEXURE B.1: NOMINATED INDIVIDUAL’S CV 

Nominated Individual’s First Names 

Nominated Individual’s Surname 

Nominated Individual’s Date of Birth 

(yyyy-mm-dd, e.g. 2010-03-04) 

Nominated Individual’s Nationality 

Nominated Individual’s ID Number or 

Passport Number for Non-residents 


Reference Number of Nominated Individual 

(from the ‘Nominated Individuals’ table in 

Annexure A.3) 

Pen Portrait 

(Describe below, in a maximum of 50 words, significant highlights of your professional experience and achievements. Please 

type the description in the shaded field below) 

Education/Qualifications 

Institution From Date To Date Qualification Obtained 

(Include the discipline e.g. BSc Mechanical Engineering) 

Language Skills 

(Enter the languages in the shaded fields below and select your competency level, either excellent, average or basic from the 

drop-down lists) 

Language Reading Speaking Writing 

Membership of Professional Bodies 

(Describe in full, do not use acronyms or abbreviations) 

34

Other Skills (e.g. computer literacy, etc.) 

Present Position in Service 

Provider’s Organisation 

Years with the in Service 

Provider’s Organization 

Professional Experience (work history in descending order of years) 

From Date To Date Company/Organization Position 

Areas of Specialization 

Other Relevant Information (e.g. publications) 

Full Current Contact Details of Three References to be Provided 

Full Name Position Company/ 

Organization 

Telephone No. 

(with country and area 

code) 

Cell Phone No. 

(with country code) 

Declaration by the Nominated Individual Described in this CV 

I declare that the above information is accurate and can be supported by documents and references on request. 

I declare that my CV is not included in the proposal of any other bidder. 

Name Signature Date 

35

Approved by the Service Provider Submitting the Bid 


Service Provider Representative’s 

Name 

Signature 

Date 

Notes: 




When completed, print a copy and sign every page. Note each page must be signed by the nominated individual whose 

details are given, and a representative of the service provider submitting the bid. Submit the signed copy as part of the bid. 

36

ANNEXURE B.2: EXPERIENCE SHEET 

B.2.1 

MAIN FORM 


Name of Service Provider Submitting 

this Bid 

Reference Number of Nominated 

Individual 

First Names of Nominated Individual 

Surname of Nominated Individual 

ID Number or Passport Number for 

Non-residents 

Operational Base 

Highest Qualification 

Discipline 

Year Obtained 

Years of Consulting Experience 

Signature of Nominated Individual 

Date of signature 




Name 


Signature 



based on Annexure B.1. 









From the drop-down list, select the city 

in which your business is located (or 

nearest to) 

If ‘other’, specify 

From the drop-down list, select the 

highest qualification obtained 


From the drop-down list, select the 

discipline in which the highest 

qualification was obtained 


Enter the year in which the highest 

qualification was obtained 

Enter the number of years that you 

have been consulting 

The nominated individual described 

above must sign here. 







The representative of the service 

provider must sign here 



Notes: 




When completed, print a copy and sign every page. Note each page must be signed by the nominated individual whose 

details are given, and a representative of the service provider submitting the bid. Submit the signed copy as part of the bid. 

37

B.2.2 

PRIMARY SERVICES/EXPERTISE PROVIDED 

B.2.2.1 Primary Services/Expertise Provided (Existing Skills) 

Administration Financial Management and Economics Organisational Development 

Event organisers Actuarial specialist Government frameworks development 

Project administration Public sector economist Team building 

Change Management Financial modelling Leadership development 

Coaching Development economics Organisational design and restructuring 

Mentoring Information Technology Organisational Performance Management 

Communications Systems architecture Performance reviews 

Communications and media product 

development 

Systems development 

Systems management 

Performance frameworks development 

Balanced score card 

Video production Database and spreadsheet optimisation Programme and Project Management 

Web design Infrastructure Project Cycle Management (PCM) 

Graphic artist Green issues Prince 2 

Legal drafting Property management Project management 

Media product development Quantity surveying Research 

Photography/audio visual International Relations Large quantitative data gathering and 

analysis 

Document editing and proof reading Country assessments Case study development 

Translations Development agency specialist Field research and analysis 

Environmental and Social Issues 

Environmental impact assessment 

Cultural impact assessment 

Social impact assessment 

International finance 

SADC policy specialist 

African union policy specialist 

Commonwealth policy specialist 

UN policy specialist 

Notes: 

Check a maximum of five primary services/expertise. Only the first five checked will be considered. 

B.2.2.2 Primary Services/Expertise Provided (New Skills) 

 

 

Financial Management and Economics Infrastructure Organisational Performance Management 

Financial analyst – public sector Architect – public sector Knowledge management specialist 

Financial management, monitoring – 

public sector 

Business analyst 

Project managers – infrastructure 

disciplines 

Engineer – infrastructure disciplines 

Information Technology Organisational Development Other 

Data evaluation expert Gender issues specialist Chemical engineer 

Data management expert Function shift specialist – public entities Transport economist 

Notes: 

Health sector economist 

Development economist 

Business process engineer 

Health sector planner 

Grant management specialist 

Check a maximum of five primary services/expertise. Only the first five checked will be considered. 

Nominated Individual’s 

Signature 

Service Provider’s 

Signature 

38

B.2.3 

SPECIALIST SKILLS 

Specialist Skills Specialist Skills Specialist Skills 

Presentation skills Graphical information systems Mediation 

Capacity building/development Policy analysis Training systems development 

Coaching Policy formulation Unemployment 

Children Poverty Facilitation skills 

Conditional grants Property economics Climate change 

Disability Public administration specialists Health 

Environmental impact assessment Social and market research Education 

Equality 

Function shifts 

Gender mainstreaming 

Gestalt 

Knowledge management 

Mapping and spatial database 

development 

Social insurance specialists/actuarial 

science 

Spatial, urban development and 

development planning 

The aged 

Risk management 

Notes: 

Check a maximum of five specialist skills. Only the first five checked will be considered. 

Infrastructure 

Food security 

Results based management 

Logical frameworks 


Signature 


Signature 

39

B.2.4 

MAIN GOVERNMENT DEPARTMENTS SUPPORTED – NATIONAL 

National Government Department National Government Department National Government Department 

Civilian Secretariat of Police Department of Home Affairs Department of Water Affairs 

Department of Arts and Culture Department of Housing Department of Water Affairs and 

Forestry 

Department of Environmental Affairs 

and Tourism 

Department in the Presidency 

Department of Agriculture 

Department of Agriculture, Forestry and 

Fisheries 

Department of Human Settlements 

Department of International Relations 

and Cooperation 

Department of Justice and 

Constitutional Development 

Department of Woman, Children and 

People with Disabilities 

Government Communication and 

Information System (GCIS) 

Independent Complaints Directorate 

(ICD) 

Department of Arts and Culture Department of Labour National Intelligence Agency (NIA) 

Department of Basic Education Department of Mineral Resources National Treasury 

Department of Communication Department of Minerals and Energy Secretariat for Safety and Security 

Department of Cooperative Governance 

and Traditional Affairs 

Department of Provincial and Local 

Government 

South African Police Service (SAPS) 

South African Revenue Service (SARS) 

Department of Correctional Services Department of Public Enterprises South African Secret Service (SASS) 

Department of Defence 

Department of Defence and Military 

Veterans 

Department of Economic Development 

Department of Education 

Department of Energy 

Department of Environmental Affairs 

Department of Public Service and 

Administration 

Department of Public Works 

Department of Rural Development and 

Land Reform 

Department of Science and Technology 

Department of Social Development 

Statistics South Africa (Stats SA) 

Department of Foreign Affairs 

Department of Health 

Department of Higher Education and 

Training 

Department of State Security 

Department of Tourism 

Department of Trade and Industry (DTI) 

Notes: 

Check a maximum of ten national departments. Only the first ten checked will be considered. 


Signature 


Signature 

40

B.2.5 

MAIN GOVERNMENT DEPARTMENTS SUPPORTED – PROVINCIAL 

Provincial Government Department Provincial Government Department Provincial Government Department 

Agriculture - EC Housing - EC Safety and Liaison - EC 

Agriculture - FS Housing - MP Safety and Security - GP 

Agriculture - GP Kwa-Zulu Natal Provincial Government Safety and Security - KZN 

Agriculture - KZN Legislature - EC Safety and Security - MP 

Agriculture - LP Legislature - FS Safety and Security - NC 

Agriculture - NC Legislature - GP Safety and Security - NW 

Agriculture - NW Legislature - KZN Safety, Security and Liaison - FS 

Agriculture - WC Legislature - LP Safety, Security and Liaison - LP 

Agriculture and Land Admin. - MP Legislature - MP Social Development - EC 

Community Safety - WC Legislature - NC Social Development - FS 

Eastern Cape Provincial Government Legislature - NW Social Development - GP 

Econ. Dev and Environ. - EC Legislature - WC Social Development - KZN 

Econ. Dev and Planning - MP Limpopo Provincial Government Social Development - LP 

Econ. Dev and Tourism - WC Local Govt. - MP Social Development - MP 

Econ. Dev, Tourism and Environ. - FS Local Govt. and Housing - FS Social Development - NC 

Econ. Dev, Tourism and Environ. - GP Local Govt. and Housing - GP Social Development - NW 

Econ. Dev, Tourism and Environ. - KZN Local Govt. and Housing - LP Social Development - WC 

Econ. Dev, Tourism and Environ. - LP Local Govt. and Housing - NC Sport, Arts and Culture - EC 

Econ. Dev, Tourism and Environ. - NC Local Govt. and Housing - NW Sport, Arts and Culture - FS 

Econ. Dev, Tourism and Environ. - NW Local Govt. and Housing - WC Sport, Arts and Culture - GP 

Education - EC Local Govt. and Trad. Affairs - EC Sport, Arts and Culture - KZN 

Education - FS Local Govt. and Trad. Affairs - KZN Sport, Arts and Culture - LP 

Education - GP Mpumalanga Provincial Government Sport, Arts and Culture - MP 

Education - KZN North West Provincial Government Sport, Arts and Culture - NC 

Education - LP Northern Cape Provincial Government Sport, Arts and Culture - NW 

Education - MP Premier's Office - EC Sport, Arts and Culture - WC 

Education - NC Premier's Office - FS Transport – EC 

Education - NW Premier's Office - GP Treasury- EC 

Education - WC Premier's Office - KZN Treasury- FS 

Environ. Affairs and Dev. Plan - WC Premier's Office - LP Treasury- GP 

Free State Provincial Government Premier's Office - MP Treasury- KZN 

Gauteng Provincial Government Premier's Office - NC Treasury- LP 

Health - EC Premier's Office - NW Treasury- MP 

Health - FS Premier's Office - WC Treasury- NC 

Health - GP Public Works and Transport - WC Treasury- NW 

Health - KZN Public Works - EC Treasury- WC 

Health - NC Public Works, Roads & Transport - FS Western Cape Provincial Government 

Health - NW 

Health - WC 

Health and Soc. Dev. - LP 

Health and Soc. Serv. - MP 

Public Works, Roads & Transport - GP 

Public Works, Roads & Transport - KZN 

Public Works, Roads & Transport - LP 

Public Works, Roads & Transport - MP 

Public Works, Roads & Transport - NC 

Public Works, Roads & Transport - NW 

Notes: 

Check a maximum of ten provincial departments. Only the first ten checked will be considered. 

EC - Eastern Cape, FS - Free State, GP - Gauteng, KZN - Kwa-Zulu Natal, LP - Limpopo, MP - Mpumalanga, 

N - Northern Cape, NW - North West 


Signature 


Signature 

41

B.2.6 

MAIN GOVERNMENT DEPARTMENTS SUPPORTED – LOCAL 

Local Government Department Local Government Department Local Government Department 

Abaqulusi Local Municipality Dihlabeng Local Municipality Greater Tzaneen Local Municipality 

Aganang Local Municipality Dikgatlong Local Municipality Hantam Local Municipality 

Albert Luthuli Local Municipality Dipaleseng Local Municipality Hessequa Local Municipality 

Alfred Nzo District Municipality Ditsobotla Local Municipality Hibiscus Coast Local Municipality 

Amahlathi Local Municipality Dr JS Moroka Local Municipality Hlabisa Local Municipality 

Amajuba District Municipality Drakenstein Local Municipality Ikwezi Local Municipality 

Amathole District Municipality Eden District Municipality Ilembe District Municipality 

Ba-Phalaborwa Local Municipality Edumbe Local Municipality Imbabazane Local Municipality 

Baviaans Local Municipality Ehlanzeni District Municipality Impendle Local Municipality 

Beaufort West Local Municipality Ekurhuleni Metropolitan Municipality Indaka Local Municipality 

Bela-Bela Local Municipality Elias Motswaledi Local Municipality Ingwe Local Municipality 

Bergrivier Local Municipality Elundini Local Municipality Inkwanca Local Municipality 

Bitou Local Municipality Emadlangeni Local Municipality Intsika Yethu Local Municipality 

Blouberg Local Municipality Emakhazeni Local Municipality Inxuba Yethemba Local Municipality 

Blue Crane Route Local Municipality Emalahleni Local Municipality Izingoleni Local Municipality 

Bojanala Platinum District Municipality Emfuleni Local Municipality Jozini Local Municipality 

Bophirima District Municipality 

Breede Rivier / Winelands Local 

Municipality 

Emnambithi - Ladysmith Local 

Municipality 

Emthanjeni Local Municipality 

Endumeni Local Municipality 

Kagisano Local Municipality 

Kai Garib Local Municipality 

Kamiesberg Local Municipality 

Kannaland Local Municipality 

Breede Valley Local Municipality Engcobo Local Municipality Kareerberg Local Municipality 

Buffalo City Local Municipality Ethekwini Metropolitan Municipality Karoo District Municipality 

Bushbuckridge Local Municipality Fetakgomo Local Municipality Karoo Hoogland Local Municipality 

Cacadu District Municipality Fezile Dabi District Municipality Kgalagadi District Municipality 

Camdeboo Local Municipality Frances Baard District Municipality Kgatelopele Local Municipality 

Cape Agulhas Local Municipality Gamagara Local Municipality Kgetleng Rivier Local Municipality 

Cape Wineland District Municipality Gariep Local Municipality Khai Ma Local Municipality 

Capricorn District Municipality Ga-segonyana Local Municipality Khara Hais Local Municipality 

Cederberg Local Municipality George Local Municipality Kheis Local Municipality 

Central Karoo District Municipality Gert Sibande District Municipality King Sabatha Dalindyebo Local 

Chris Hani District Municipality 

Govan Mbeki Local Municipality 

Municipality 

City of Cape Town Metropolitan 

Municipality 

City of Johannesburg Metropolitan 

Municipality 

Greater Giyani Local Municipality 

Greater Kei Local Municipality 

Greater Kokstad Local Municipality 

Greater Letaba Local Municipality 

Knysna Local Municipality 

Kopanong Local Municipality 

Kouga Local Municipality 

Kou-Kamma Local Municipality 

City of Matlosana Local Municipality Greater Marble Hall Local Municipality Kungwini Local Municipality 

City of Tshwane Metropolitan 

Municipality 

Greater Sekhukhune District 

Municipality 

KwaDukuza Local Municipality 

KwaSani Local Municipality 

Dannhauser Local Municipality Greater Taung Local Municipality Laingsburg Local Municipality 

Delmas Local Municipality Greater Tubatse Local Municipality Lejweleputswa District Municipality 

Notes: 

Check a maximum of ten local departments. Only the first ten checked will be considered. 


Signature 


Signature 

42

B.2.6 

MAIN GOVERNMENT DEPARTMENTS SUPPORTED – LOCAL (CONTINUED) 


Lekwa Local Municipality Modimolle Local Municipality Nquthu Local Municipality 

Lekwa-teemane Local Municipality Modiri Molema District Municipality Ntabankulu Local Municipality 

Lepele-Nkumpi Local Municipality Mogalakwena Local Municipality Ntambanana Local Municipality 

Lephalale Local Municipality Mogale City Local Municipality Nxuba Local Municipality 

Lesedi Local Municipality Mohokare Local Municipality Nyandeni Local Municipality 

Letsemeng Local Municipality Molemole Local Municipality Okhahlamba Local Municipality 

Lukhanji Local Municipality Molopo Local Municipality OR Tambo District Municipality 

Madibeng Local Municipality Mooi Mpofana Local Municipality Oudtshoorn Local Municipality 

Mafikeng Local Municipality Mopani District Municipality Overberg District Municipality 

Mafube Local Municipality Moqhaka Local Municipality Overstrand Local Municipality 

Magareng Local Municipality Moretele Local Municipality Phumelela Local Municipality 

Makana Local Municipality Moses Kotane Local Municipality Pixley Ka Seme District Municipality 

Makhado Local Municipality Moshaweng Local Municipality Pixley Ka Seme Local Municipality 

Makhudutamaga Local Municipality Mossel Bay Local Municipality Polokwane Local Municipality 

Maletswai Local Municipality Motheo District Municipality Port St Johns Local Municipality 

Maluti a Phofong Local Municipality Msinga Local Municipality Potchefstroom Local Municipality 

Mamusa Local Municipality Msukaligwa Local Municipality Prince Albert Local Municipality 

Mandeni Local Municipality Msunduzi Local Municipality Qaukeni Local Municipality 

Mangaung Local Municipality Mthonjaneni Local Municipality Ramotshere Moiloa Local Municipality 

Mantsopa Local Municipality Mtubatuba Local Municipality Randfontein Local Municipality 

Maphumulo Local Municipality Musina Local Municipality Ratlou Local Municipality 

Maquassi Hills Local Municipality Mutale Local Municipality Renosterburg Local Municipality 

Maruleng Local Municipality Nala Local Municipality Richmond Local Municipality 

Masilonyana Local Municipality Naledi Local Municipality Richtersveld Local Municipality 

Matatiele Local Municipality Nama-khoi Local Municipality Rustenburg Local Municipality 

Matjhabeng Local Municipality Namakwa District Municipality Sakhisizwe Local Municipality 

Matzikama Local Municipality Ndlambe Local Municipality Saldanha Bay Local Municipality 

Mbhashe Local Municipality Ndwedwe Local Municipality Sedibeng District Municipality 

Mbizana Local Municipality 

Mbombela Local Municipality 

Nelson Mandela Bay Metropolitan 

Municipality 

Senqu Local Municipality 

Setsoto Local Municipality 

Mbonambi Local Municipality Newcastle Local Municipality Sisonke District Municipality 

Merafong Local Municipality Ngqushwa Local Municipality Siyancuma Local Municipality 

Metsimaholo Local Municipality Ngwathe Local Municipality Siyanda District Municipality 

Metsweding District Municipality Nkandla Local Municipality Siyathemba Local Municipality 

Mhlontlo Local Municipality Nkangala Distric Municipality Sol Plaatje Local Municipality 

Midvaal Local Municipality Nketoana Local Municipality Southern District Municipality 

Mier Local Municipality Nkomazi Local Municipality Stellenbosch Local Municipality 

Mkhambathini Local Municipality Nkonkobe Local Municipality Steve Tshwete Local Municipality 

Mkhondo Local Municipality Nokeng tsa Taemane Local Municipality Sunday's River Valley Local 

Mnquma Local Municipality 

Nongoma Local Municipality 

Municipality 

Notes: 



Signature 


Signature 

43

B.2.6 

MAIN GOVERNMENT DEPARTMENTS SUPPORTED – LOCAL (CONTINUED) 


Swartland Local Municipality Ugu District Municipality Uphongolo Local Municipality 

Swellendam Local Municipality Ukhahlamba District Municipality Venterdorp Local Municipality 

Thaba Chweu Local Municipality Ulundi Local Municipality Vhembe District Municipality 

Thabazimbi Local Municipality Umdoni Local Municipality Vulamehlo Local Municipality 

Thabo Mofutsanyane District 

Municipality 

The Big Five False Bay Local 

Municipality 

Umgungundlovu District Municipality 

Umhlabuyalingana Local Municipality 

Umhlathuze Local Municipality 

Umjindi Local Municipality 

Waterberg District Municipality 

West Coast District Municipality 

West Rand District Municipality 

Westonaria Local Municipality 

Theewaterskloof Local Municipality Umlalazi Local Municipality Witzenberg Local Municipality 

Thembelihle Local Municipality Umngeni Local Municipality Xhariep District Municipality 

Thembisile Local Municipality Umshwati Local Municipality Zululand District Municipality 

Thulamela Local Municipality 

Tokologo Local Municipality 

Tsantsabane Local Municipality 

Tsolwana Local Municipality 

Tswaing Local Municipality 

Tswelopele Local Municipality 

Ubuhlebezwe Local Municipality 

Ubuntu Local Municipality 

Umsobomvu Local Municipality 

Umtshezi Local Municipality 

Umvoti Local Municipality 

Umzimkhulu Local Municipality 

Umzimvubu Local Municipality 

Umzinyathi District Municipality 

Umziwabantu Local Municipality 

Umzumbe Local Municipality 

Notes: 



Signature 


Signature 

44

B.2.7 

OTHER ORGANISATIONS SUPPORTED 

Other Organizations Other Organizations Other Organizations 

Child Welfare Society 

ECSECC 

European Union 

Financial Intelligence Centre 

JOSHCO 

National Development Agency 

NEPAD 

Perishable Products Export Control 

Board 

Public Administration Leadership and 

Management Academy (PALAMA) 

Public Service Commission 

SADC 

SASSA 

Social Housing Foundation 

South African Management 

Development Institute (SAMDI) 

Sport and Recreation South Africa 

(SRSA) 

Matola 

Notes: 

Check a maximum of five other organizations. Only the first five checked will be considered. 

B.2.8 

MAIN OTHER COUNTRIES/REGIONS WORKED IN (OTHER THAN SOUTH AFRICA) 

Other Countries Other Countries Other Countries 

Angola Seychelles Europe 

Botswana Swaziland North America 

DRC Tanzania South America 

Lesotho Zambia Asia 

Madagascar Zimbabwe Middle East 

Malawi West Africa Far East 

Mauritius Central Africa Australia / New Zealand 

Mozambique 

East Africa 

Namibia 

North Africa 

Notes: 

Check a maximum of five countries/regions. Only the first five checked will be considered. 


Signature 


Signature 

45


TECHNICAL PROPOSAL 

ANNEXURE C 

C1: PROJECT EXPERIENCE SHEETS 

Maximum 3 per Nominated Individual 


prescribed format 

 

 

 

 

 

46

ANNEXURE C.1: PROJECT EXPERIENCE SHEETS 

C.1.1 PROJECT EXPERIENCE SHEET NO 1 



Individual 

Name of Nominated Individual 

Organization Name 

Organization’s Role in the Project 

Nominated Individual’s Role in the 

Project 

Project Name 

Project Location 

Value of Project in ZAR 

Client Name 

Client Organization Type 

Client Contact Details 

Project Start Date 

Project End Date 

Duration of Project 

Name of Project Reference Person 

Contact Details of Reference Person 

Reference Person’s Role in the Project 





Enter the name of the organization 

that employed the nominated 

individual during the project. 

Enter a description of the 

organizations role in the project. 

Enter a description of the nominated 

individual’s role in the project. 

Enter the name of the project. 

Enter the location where the project 

was executed. 

Enter the total value of the project in 

South African Rand (ZAR). 

Enter the name of client of the project. 

Enter a description of the client’s type 

of organization. 

Enter the current contact details of the 

client. 

Enter the date when the project was 

started. 


completed. 

Enter the duration of the project. 

Enter the name of a reference person 

for the project. 


reference person. 

Enter the reference person’s role in 

the project. 

Description of Project 


type the description in the shaded field below.) 

Personal Achievement Related to the Project 

(Enter a maximum of five bullet points in the shaded fields below.) 

● 

● 

● 

● 

● 

47






Name 


Signature 














Notes: 





48

C.1.2 PROJECT EXPERIENCE SHEET NO 2 



Individual 





Project 

Project Name 



Client Name 






















was executed. 







client. 


started. 


completed. 







the project. 






● 

● 

● 

● 

● 

49






Name 


Signature 














Notes: 





50

C.1.3 PROJECT EXPERIENCE SHEET 3 



Individual 





Project 

Project Name 



Client Name 






















was executed. 







client. 


started. 


completed. 







the project. 






● 

● 

● 

● 

● 

51






Name 


Signature 














Notes: 





52


PROJECT EXPERIENCE SHEET 

(Not to exceed 1xA4 in length) 

Company name: 

 

No: ……. 

Contact person: 

 

Project name: 

 

 

Client Name: 

 

 

Client contact details: 

 

 

Start date: 

Completion date: 

 

 

Name of associated consultants, if any: 

 

Location: 

 

 

Duration of project: 

 

Total No. of staff-months: 

 

Value of services/fees: 

 

No of staff months 

provided by associated 

consultants: 

Names of key nominated personnel responsible for the project and tasks 

performed: 

 

 

 

 

 

 

 

 

 

 

 

 

 

Description of project and service provided:


 

ANNEXURE D 

PRICE PROPOSAL 


prescribed format

ANNEXURE D: PRICE PROPOSAL 

Ref. 

No. 

First Name 

Surname 

Hourly Rate 

(R excl. VAT) 

VAT 

Hourly Rate 

(R incl. VAT) 

1 0.00 

2 0.00 

3 0.00 

4 0.00 

5 0.00 

6 0.00 

7 0.00 

8 0.00 

9 0.00 

10 0.00 











Notes: 


The First Name and Surname fields are automatically updated to reflect the names entered in the ‘Nominated Individuals’ 

table in Appendix A.3. 

Enter the hourly rate excluding VAT, and the VAT amount. The hourly rate including VAT is calculated automatically. 




55


 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

ANNEXURE E.1 

 

 

DECLARATION OF INTEREST (SBD 4)


SBD 4 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

DECLARATION OF INTEREST 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

YES 

 

 

 

YES 

 

 

 

YES 

 

NO 

 

 

 

NO 

 

 

 

NO


 

DECLARATION 

 

 

 

 

 

 

 

 

Signature 

Date 

 

 

 

 

Position 

Name of Bidder


ANNEXURE E.2 

 

 

PREFERENCE POINTS CLAIM FORM (SBD 6.1) 

 

 

PriceTechnical Proposal 

PriceTechnical Proposal 

 

price 

 

technical proposal


SBD 6.1 

Bid no. NT005/11R 

PREFERENCE POINTS CLAIM FORM IN TERMS OF THE 

PREFERENTIAL PROCUREMENT REGULATIONS 2001 

PURCHASES 

 

 

 

 

NB: 

BEFORE COMPLETING THIS FORM, BIDDERS MUST STUDY THE GENERAL 

CONDITIONS, DEFINITIONS AND DIRECTIVES APPLICABLE IN RESPECT OF 

EQUITY OWNERSHIP BY HISTORICALLY DISADVANTAGED INDIVIDUALS (HDIs), 

AS PRESCRIBED IN THE PREFERENTIAL PROCUREMENT REGULATIONS, 2001. 

 

 

1. GENERAL CONDITIONS 

 

 

 

 

 

 

 

 

 

- 

- 

 

 

 

 

 

 

 

POINTS 

1.3.1.1 PRICE 90 

1.3.1.2 SPECIFIC CONTRACT PARTICIPATION GOALS 

 

(a) Historically Disadvantaged Individuals: 

 

 

 

 

 

Total points for Price, HDIs and other RDPgoals 

must not exceed 100 

Separate Preference Points Claim Forms will be used for the promotion of the 

specific goals for which points have been allocated in paragraph 1.3.1.2 (b) above.


 

 

 

 

 

 

 

 

 

2. GENERAL DEFINITIONS 

 

 

means any bid, which, in all respects, complies with the 

specifications and conditions of bid as set out in the bid document. 

means a written offer in a prescribed or stipulated form in response to an 

invitation by an organ of state for the provision of goods works or services. 

2.3 means the price after the factors of a non-firm price and all 

unconditional discounts that can be utilised have been taken into consideration. 

 

 

 

 

“Consortium or joint venture” 

 

 

“Contract” 

 

 

2.6 means the goals as stipulated in the Preferential 

Procurement Regulations 2001. 

 

 

 

 

 

 

“Control” 

 

 

 

 

 

 

 

 

 

 

 

“Disability” 

 

 

“Equity Ownership” 

 

“Historically Disadvantaged Individual (HDI)” 

 

(1) who, due to the apartheid policy that had been in place, had no franchise in 

national elections prior to the introduction of the Constitution of the 

Republic of South Africa, 1983 (Act No 110 of 1983) or the Constitution of the 

Republic of South Africa, 1993, (Act No 200 of 1993) (“the interim 

Constitution); and/or


 

 

 

 

 

 

 

 

 

 

 

 

 

 

“Management” 

 

 

 

 

“Owned” 

 

 

 

“Person” 

“Rand value” 

 

 

“Small, Medium and Micro Enterprises (SMMEs) 

 

“Sub-contracting” 

 

 

“Trust” 

 

“Trustee” 

 

 

3. ESTABLISHMENT OF HDI EQUITY OWNERSHIP IN AN ENTERPRISE 

 

 

 

 

 

 

 

 

 

 

 

 

 

4. ADJUDICATION USING A POINT SYSTEM


5. POINTS AWARDED FOR PRICE 

5.1 THE 90/10 PREFERENCE POINT SYSTEMS 

 

 

 

90/10 

Pt P min 

Ps 901 

 

P min 

 

 

 

 

 

 

 

 

6. Points awarded for historically disadvantaged individuals 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

NEP NOP 

EP 

100


7. BID DECLARATION 

 

 

 

 

 

8. EQUITY OWNERSHIP CLAIMED IN TERMS OF PARAGRAPH 2.10 ABOVE. POINTS 

TO BE CALCULATED FROM INFORMATION FURNISHED IN PARAGRAPH 9.8. 

 

Ownership 

8.1 

 

 

 

 

8.2 

 

8.3 

 

 

Percentage owned (to be 

completed by bidder) 

 

 

 

 

 

 

 

 

Points claimed (to be 

completed by bidder 

 

 

 

 

 

 

 

 

 

9. DECLARATION WITH REGARD TO EQUITY 

 

 

 

 

 

 

 

 

9.4 TYPE OF FIRM 

 

 

 

 

 

 

 

 

9.5 DESCRIBE PRINCIPAL BUSINESS ACTIVITIES


 

9.6 COMPANY CLASSIFICATION 

 

 

 

 

 

 

9.7 TOTAL NUMBER OF YEARS THE FIRM HAS BEEN IN BUSINESS 

 

9.8 List all Shareholders by Name, Position, Identity Number, Citizenship, HDI status and 

ownership, as relevant. Information to be used to calculate the points claimed in paragraph 8. 

Name 

Date/Position 

occupied in 

Enterprise 

ID Number 

Date RSA 

Citizenship 

obtained 

No 

franchise 

prior to 

elections 

* HDI Status 

Women 

Disability 

% 

of business / 

enterprise 

owned 

*Indicate YES or NO 

9.9 Consortium / Joint Venture 

9.9.1 

In the event that preference points are claimed for HDI members by consortia / joint 

ventures, the following information must be furnished in order to be entitled to the points 

claimed in respect of the HDI member: 

Name of HDI member (to be 

consistent with paragraph 9.8) 

Percentage (%) of the contract 

value managed or executed by 

the HDI member


9.10 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

WITNESSES: 

 

 

 

 

 

 

 

 

 

 

 

 

 

SIGNATURE(S) OF BIDDERS 

 

 

 

 

 

 

ADDRESS:………………………….. 

 

….…………………………………….


ANNEXURE E.3 

TAX CLEARANCE REQUEST FORM (SBD2)

SBD 2 

TAX CLEARANCE CERTFICATE REQUIREMENTS 

It is a condition of bid that the taxes of the successful bidder must be in order, or that 

satisfactory arrangements have been made with South African Revenue Service (SARS) to meet 

the bidder’s tax obligations. 

1 In order to meet this requirement bidders are required to complete in full the attached form TCC 001 

“Application for a Tax Clearance Certificate” and submit it to any SARS branch office nationally. The Tax 

Clearance Certificate Requirements are also applicable to foreign bidders / individuals who wish to submit 

bids. 

2 SARS will then furnish the bidder with a Tax Clearance Certificate that will be valid for a period of 1 (one) year 

from the date of approval. 

3 The original Tax Clearance Certificate must be submitted together with the bid. Failure to submit the original 

and valid Tax Clearance Certificate will result in the invalidation of the bid. Certified copies of the Tax 

Clearance Certificate will not be acceptable. 

4 In bids where Consortia / Joint Ventures / Sub-contractors are involved, each party must submit a separate 

Tax Clearance Certificate. 

5 Copies of the TCC 001 “Application for a Tax Clearance Certificate” form are available from any SARS branch 

office nationally or on the website www.sars.gov.za. 

6 Applications for the Tax Clearance Certificates may also be made via eFiling. In order to use this provision, 

taxpayers will need to register with SARS as eFilers through the website www.sars.gov.za. 

Jeyrel:\Mdk416-SBD2 tax clearance 

68

TAX CLEARANCE 

Application for a Tax Clearance 

Certificate 

TCC 001 

Purpose 

Select the applicable option Tenders Good standing 

If “Good standing”, please state the purpose of this application 

Particulars of applicant 

Name/Legal name 

(Initials & Surname 

or registered name) 

Trading name 

(if applicable) 

ID/Passport no 

Income Tax ref no 

Company/Close Corp. 

registered no 

PAYE ref no 

7 

VAT registration no 

4 

SDL ref no 

L 

Customs code 

UIF ref no 

U 

Telephone no 

C O D E 

N U M B E R 

Fax 

no 

C O D E 

N U M B E R 

E-mail address 

Physical address 

Postal address 

Particulars of representative (Public Officer/Trustee/Partner) 

Surname 

First names 

ID/Passport no 

Income Tax ref no 

Telephone no 

E-mail address 

C O D E 

N U M B E R 

Fax 

no 

C O D E 

N U M B E R 

Physical address 

69 

Page 1 of 2

Particulars of tender (If applicable) 

Tender number 

Estimated Tender 

amount 

Expected duration 

of the tender 

R , 

year(s) 

Particulars of the 3 largest contracts previously awarded 

Date started 

Date finalised Principal Contact person Telephone number Amount 

Audit 

Are you currently aware of any Audit investigation against you/the company 

If “YES” provide details 

YES 

NO 

Appointment of representative/agent (Power of Attorney) 

I the undersigned confirm that I require a Tax Clearance Certificate in respect of Tenders 

or Goodstanding. 

I hereby authorise and instruct 

SARS the applicable Tax Clearance Certificate on my/our behalf. 

to apply to and receive from 

C C Y Y 

M M 

D 

D 

Name of 

representative/ 

agent 

Signature of representative/agent 

Date 

Declaration 

I declare that the information furnished in this application as well as any supporting documents is true and correct in every 

respect. 

C C Y Y 

M M 

D 

D 

Signature of applicant/Public Officer 

Name of applicant/ 

Public Officer 

Date 

Notes: 

1. It is a serious offence to make a false declaration. 

2. Section 75 of the Income Tax Act, 1962, states: Any person who 

(a) fails or neglects to furnish, file or submit any return or document as and when required by or under this Act; or 

(b) without just cause shown by him, refuses or neglects to- 

(i) furnish, produce or make available any information, documents or things; 

(ii) reply to or answer truly and fully, any questions put to him ... 

As and when required in terms of this Act ... shall be guilty of an offence ... 

3. SARS will, under no circumstances, issue a Tax Clearance Certificate unless this form is completed in full. 

4. Your Tax Clearance Certificate will only be issued on presentation of your South African Identity Document or Passport (Foreigners only) 

as applicable. 

Page 2 of 2 

70


ANNEXURE E4 

DECLARATION OF BIDDER’S PAST SUPPLY 

CHAIN MANAGEMENT PRACTICES


 

 

DECLARATION OF BIDDER’S PAST SUPPLY CHAIN MANAGEMENT PRACTICES 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

4 In order to give effect to the above, the following questionnaire must be 

completed and submitted with the bid. 

Item Question Yes No 

 

 

 

 

 

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 audi alteram 

partem rule was applied).



ANNEXURE E.5 

Certificate of Independent Bid Determination 

Annexure (SBD9)


SBD 9 

CERTIFICATE OF INDEPENDENT BID DETERMINATION 

 

________________________________________________________________________ 

 

: 

_________________________________________________________________________ 

_____ 

 

 

: 

 

:_______________________________________________________


SBD 9 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

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


ANNEXURE F 

GENERAL CONDITIONS OF CONTRACT


GOVERNMENT PROCUREMENT 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

GENERAL CONDITIONS OF CONTRACT 

NOTES


 

TABLE OF CLAUSES


General Conditions of Contract 

1. Definitions



 

 

 

 

 

 

 

 

 

2. Application 

 

 

 

 

 

 

 

 

 

 

 

 

 

3. General 

 

 

 

 

 

 

 

 

 

 

 

4. Standards 

 

5. Use of 

contract 

documents 

and 

information 

inspection.


 

 

 

 

 

6. Patent rights 

 

 

 

 

7. Performance 

security 

8. Inspections, 

tests and 

analyses


 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

9. Packing 

 

 

 

 

 

 

 

 

10. Delivery 

and documents


11. Insurance 

 

 

 

 

12. 

Transportation 

13. Incidental 

services 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

14. Spare parts 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

15. Warranty


 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

16. Payment 

 

 

 

 

 

 

 

 

 

 

 

 

 

17. Prices 

 

 

 

 

18. Contract 

amendments


 

19. Assignment 

 

 

20. Subcontracts 

 

 

 

 

21. Delays in the 

supplier’s 

performance


 

 

22. Penalties 

 

 

 

 

 

 

 

 

23. Termination 

for default 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

23.3 

 

 

 

 

23.4 

 

 

 

 

 

 

 

23.5


 

 

23.6 

 

 

 

 

 

 

 

 

 

 

 

 

23.7 

 

 

 

 

 

 

 

 

 

 

 

 

24. Anti-dumping 

and 

countervailing 

duties and rights 

25. Force 

Majeure


26. Termination 

for insolvency 

27. Settlement of 

Disputes 

28. Limitation of 

liability


29. Governing 

language 

30. Applicable 

law 

 

 

 

 

 

 

 

 

 

 

 

 

31. Notices 

 

 

 

 

 

31.2 The time mentioned in the contract documents for 

performing any act after such aforesaid notice has been 

given, shall be reckoned from the date of posting of such 

notice. 

32. Taxes and 

duties 

33. National 

Industrial 

Participation 

(NIP) Programme



 

 

 

 

 

ANNEXURE G 

TAX QUESTIONNAIRE


 

 

 

 

 

 

 

 

 

 

 

 

 

 

In order for National Treasury to discharge its obligation of determining whether or 

not you are an employee (as defined in the Fourth Schedule), and if so what rate of 

employees’ tax apply, it is necessary for you to complete, and sign the attached 

questionnaire. The signed copy must be forwarded to National Treasury by 

. The relevant documentation must be forwarded to the 

following address: 

 

National Treasury 

Private Bag X115 

Pretoria 

0001 

 

 

 

 

 

 

 

 

 

 

If you are in possession of an IRP30 exemption certificate (labour broker) or any 

IRP3 (b) tax directive, for the current tax year, an original or certified copy should 

accompany your questionnaire. A copy with any manual changes, even if certified 

as correct, will not be accepted.


PLEASE COMPLETE QUESTIONNAIRE A OR B 

 

 

 

 

 

Contractor/Supplier Name: 

 

Natural Persons: 

Surname: 

Initials: 

First two names: 

Title: 

ID number or passport number: 

Nationality: 

Income Tax reference number: 

Date of birth: 

If not a citizen of the RSA, furnish a 

certified copy of a work permit: 

Postal address and code: 

 

 

Residential address and code: 

 

 

Telephone numbers: 

Facsimile numbers: 

E-mail address: 

If in possession of a tax clearance 

certificate or exemption certificate 

(IRP30), furnish a certified copy 

thereof: 

Jurisdiction in which contractor is 

“ordinarily resident” i.e. place of 

permanent residence: 

 

 

Question Yes No 

Do you supply services on behalf of a Labour 

Broker 

Are you subject to the control or supervision of the


Question Yes No 

National Treasury (NT) Including, but not limited 

to, the following: 

The manner of duties performed; 

The hours of work; 

The quality of work. 

 

 

 

Will payment to you include any benefits 

Including, but not limited to, the following: 

Leave pay; 

Medical aid; 

Training; 

Sick Leave. 

Will, or have you be/been in the full time 

employment of the NT 

Will you require of the NT to provide any 

equipment, tools, materials or office space, in order 

to fulfil the contract 

Do you supply these, or similar, services only to the 

NT and not to any other client or the general 

public 

 

 

 

 

 

 

 

Non-Residents of the RSA


 

 

 

PARTICULARS OF PERSON ACTING AS REPRESENTATIVE OF THE 

ENTERPRISE 

 

 

 

 

 

Representative’s Full 

Capacity: 

Contact number: 

Names: 

Signature: 

Date:


PLEASE COMPLETE QUESTIONNAIRE A OR B 

Contractors’/Suppliers’ Questionnaire – All Service Providers 

(excluding Individuals): Questionnaire B: 

 

 

 

 

 

Contractor/Supplier Name: 

 

Corporate Contractors (including 

companies, close corporations and 

trusts): 

Registered name and furnish a 

certified copy of registration: 

Nature of legal entity: 

Trade name: 

Registration number: 

Date of incorporation: 

Jurisdiction of incorporation: 

Jurisdiction where effective 

management is performed: 

Income tax reference number: 

Employees’ Tax reference number: 

Value Added Tax number and furnish a 

certified copy of VAT 103 Certificate: 

Postal address and code: 

 

 

Physical address and code: 

 

 

Telephone numbers: 

Facsimile numbers: 

E-mail address: 

 

 

 

Question Yes No


Question Yes No


 

 

 

 

 

 

 

 

 

 

any one client 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

PARTICULARS OF PERSON ACTING AS REPRESENTATIVE OF THE 

ENTERPRISE 

 

 

 

 

 

Representative’s Full 

Capacity: 

Contact number: 

Names: 

Signature: 

Date:


 

ANNEXURE H 

TENDER COMPLETION CHECKLIST


ANNEXURE H 

TENDER COMPLETION CHECKLIST 

 

 

 

 

 

 

Item Description Yes Signed Witness 

Technical Proposal 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Original and valid 

 

 

 

one (1) 

three (3) 

 

(NB: do not include the pricing 

documents or the electronic data 

with these!)


 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Price proposal 

 

 

 

 

 

 

 

 

 

 

one (1) 

three (3) 

 

 

 

 

 

(NB: This should be submitted with 

the pricing documents!) 

 

 

Service Provider’s name:…………………………………………. 

 

 

 

 

Completed by: …………………………………………………………….. 

Signature: 

 

…………………………………………………..……………….

TAU Panel Refreshment Bid Document 06 May 2011 - National ...

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