ithala development finance corporation limited …ithala.co.za/ithala/shareddocuments/ithala...
TRANSCRIPT
Form No. SCM-FO-001
ITHALA DEVELOPMENT FINANCE CORPORATION LIMITED
MAKING IT HAPPEN TOGETHER
SUPPLIER DATABASE REGISTRATION
INVITATION TO PROSPECTIVE SUPPLIERS AND SERVICE PROVIDERS TO APPLY FOR REGISTRATION ON THE ITHALA SUPPLIER DATABASE AND UPDATING OF SUPPLIER
DETAILS
In terms of the Supply Chain Management Policy of Ithala, Ithala may only procure goods and services from suppliers that are listed on Ithala‟s accredited list of suppliers. Ithala Development Finance Corporation Limited invites prospective suppliers and service providers to be listed on their Supplier Database. The purpose is to give all prospective suppliers and service providers an equal opportunity to submit quotations to supply goods and services to Ithala‟s respective offices and branches. The preferred suppliers and service providers database will be updated annually. Suppliers and service providers are urged to update their details as and when necessary to comply with Legislative Requirements. Application forms for service providers to be enlisted on Ithala‟s accredited list of suppliers are obtainable from the following addresses : Corporate Services Centre 17 Isilo Drive, V Section, Umlazi Ithala Limited 15th Floor, Old Mutual Building, 303 Dr Prixley Kaseme Street, Durban Or any of the branches in KwaZulu Natal and the Ithala website www.ithala.co.za The categories and special submission requirements per category are listed on the prescribed forms. Submission Requirements
Only the 5 CORE business must be stated
All applications must be on the standard template.
Detail submission requirements are contained in the application document.
No e-mailed or faxed submissions will be accepted.
Suppliers and service providers who have previously submitted profiles and completed registration forms must submit their updated information only – e.g. current BBBEE and Tax Clearance Certificate.
Only submissions that comply with all the requirements and submitted by the closing date and time will be listed on our database.
Queries in respect of this registration should be addressed to Suesheila Singh in writing on e-mail [email protected].
No briefing sessions will be held and Ithala reserves the right to conduct site visits where deemed necessary. Application forms must be returned to Ithala Corporate Services Centre Offices, 17 Isilo Drive, V Section, Umlazi,.
ITHALA DEVELOPMENT FINANCE CORPORATION LIMITED
TO ALL SUPPLIERS AND SERVICE PROVIDERS SEEKING REGISTRATION AS AN APPROVED SUPPLIER OR SERVICE PROVIDER ON THE DATABASE OF ITHALA DEVELOPMENT FINANCE CORPORATION LIMITED. New suppliers are herewith invited to register as an approved supplier on the database of Ithala. Existing suppliers may obtain their vendor numbers and provide updated documents e.g. Tax Clearance and Broad Based Black Economic Empowerment (BBBEE) Certificates. In order to comply with the procedures set out in the Accounting Officers Procurement Procedures (AOPP), as referred to in the Public Finance Management Act, 1999 (Act 1 of 1999), Ithala‟s Supply Chain Management (SCM) department has developed a database to be used by the SCM office. The purpose of the supplier database is to select preferred suppliers and service providers Preference for quotations will be given to those suppliers and service providers registered on the database. Attached, please find an official registration form to assist us with updating our database according to legislative requirements. NOTES:
1. To those that are already registered please forward a Valid Tax Clearance and Broad Based Black Economic Empowerment (BBBEE) Certificate and any other information that may have changed.
2. Ithala will only do business with suppliers who have a valid BBBEE and Tax Clearance Certificate.
APPLICATION TO REGISTER ON
ITHALA’S DATABASE
APPLICATION TO REGISTER ON ITHALA’S DATABASE This application form must be completed by suppliers and service providers in order to register on the Ithala vendor management system. In order for your application to be processed, the following documentation MUST accompany this form, failing which, your application will not be considered. Please DO NOT submit CDs or video tapes with this form.
DOCUMENT REQUIRED CATEGORY OF SUPPLIER TICK THE RELEVANT BOX INDICATING SUBMISSION OF THE REQUIRED DOCUMENTS
Stamped Banking details form by the bank, verifying the banking details of your business
All suppliers
Certified copy of your business registration documents if you are incorporated as a partnership, close corporation or a company
All suppliers
Certified copies of the ID documents of directors and shareholders / partners / members / sole proprietor
All suppliers
A valid and original tax clearance certificate
All suppliers
Proof of registration with the UIF (i.e. reference number issued by the UIF)
All suppliers who are employers in terms of the Unemployment Insurance Act 63 of 2001 as amended
Proof of registration with the Compensation Fund for Workers‟ Compensation
All suppliers who are employers in terms of the Compensation for Occupational Injuries and Diseases Act 130 of 1993 as amended (COIDA)
A copy of the CIDB (Construction Industry Development Board) certificate NB: You can contact the CIDB on +27 12 482 7200 or +27 086 100 CIDB, or visit www.cidb.org.za for information and registration. You are also required to obtain the document entitled “Code of Conduct for all parties engaged in construction procurement” from the CIDB.
All suppliers whose services constitute construction, electrical and /or engineering works in terms of the Construction Industry Development Board Act 38 of 2000 and its Procurement Regulations
Proof of professional registration or a copy of any other registration certificate pertaining to your relevant industry, e.g. ECB (Electrical Contractors Board)
All suppliers, where applicable
A valid BBBEE verification certificate obtained from a Verification Agency accredited by the South African Accreditation System (SANAS) or a Registered Auditor approved by the Independent Regulatory Board of Auditors (IRBA) or an Accounting Officer as contemplated in the Close Corporation Act (CCA) (only in the absence of accredited verification agencies)
All suppliers.
Supporting documentation confirming the points scored regarding each element of the applicable scorecard, as used by the relevant verification agency
All suppliers submitting a valid verification certificate in terms of the B-BBEE Codes of Good Practice
Shareholder certificates or the shareholder‟s agreement (for companies); OR
association agreements (for close corporations); OR
partnership agreements (for partnerships and
All suppliers
joint ventures), confirming the percentage of Black ownership and Black management within the business
SECTION A: GENERAL „Trading as‟ name of business: ____________________________________________ (Contracts/orders will be placed on this name and invoices must reflect this) Registered name of business: __________________________________________ Title (Prof. / Dr / Mr / Mrs / Ms/) and Surname/s : ____________________________________ (If trading as a sole-proprietor or a partnership) Physical address of business: Building / complex name: ____________________________________________________ Street name and number : ___________________________________________________ Suburb :______________________City :______________________________________ Code: _____________ Country: ___________________________________________ Postal address of business: Postnet address: __________________________________________________________ P O Box / Private Bag :___________City/Town: _______________________ Code:_______ Telephone numbers of business: Code: __________Number:__________________ Alternative number of business: Code: __________Number:__________________ Sales representative fax number: Code: __________Number:__________________ (Used by Ithala for electronic faxing of Request for Quotations, Contracts and Purchase orders) Accounting Clerk‟s fax number: Code: __________Number:__________________ (Used by Ithala for electronic faxing of the APS remittance advices) Business e-mail : ___________________________________________________________ (This is the address to which an Invitation to bid / enquiry and orders / contracts will be sent to) Your own business contact person/sales representative name and telephone number:___________________________________Tel:____________________________ Is your business owned or partly-owned by government? __________(Y/N) Business Registration number (if applicable) ______________________________________ (In the case of a sole proprietor or partnership, please furnish identity numbers plus copies of the identity documents of the owners)
Tax number of business: ______________________________________ VAT registration number: (if applicable) ____________________________________
SECTION B: CONFIRMATION OF B-BBEE STATUS NB: It must be noted that Ithala will recognise only the following categories of persons as “Black” for purposes of B-BBEE, as defined in the Codes of Good Practice:
African, Coloured or Indian persons who are natural persons and:
are citizens of the Republic of South Africa by birth or descent; or
are citizens of the Republic of South Africa by naturalization before the commencement date of the Constitution of the Republic of South Africa Act of 1993; or
became citizens of the Republic of South Africa after the commencement date of the Constitution of the Republic of South Africa Act of 1993, but who, or the Apartheid policy that had been in place prior to that date, would have been entitled to acquire citizenship by naturalization, prior to that date.
Previous name(s) of business (if applicable)
_________________________________________________________________________________
If operating as an Exempted Micro Enterprise (EME) (turnover less than R5 million per annum), do you operate independently or are you related (common ownership and resources) to other operating EMEs? Y/N ___
If yes, then elaborate on your relationship with other EMEs?
_________________________________________________________________________________
_________________________________________________________________________________
___________________________________________________________________________
Is your EME operating as a continuation of a currently or previously existing business? Y/N ____
If yes, then elaborate on your relationship with this business.
_________________________________________________________________________________
_________________________________________________________________________________
__________________________________________________________________________
Is your business:
An agent ____ Manufacturer____ Distributor____ Consultant _____Contractor _____ Professional Services _____ Other (specify)_________________________________________________________
Governed by a Sector Code? Y/N ___ If yes, specify _______________________________________________________________________
A Multinational based in South Africa with overseas headquarters, operating as a “Global Practice” which restricts the alienation of equity or the sale of businesses in its regional
operations? Y/N ___ (If yes, please provide documentation confirming operation as a Global Practice).
[If your business operates as a Multinational subject to a Global Practice, are you currently a participant in an Equity Equivalent Programme (EEP)? Y/N ___ (If yes, please submit documentary proof that the EEP has been approved by the Minister of Trade and Industry OR forms part of a Sector Code)].
Owned or partly owned by a Trust (Y/N) _____ Private Equity Fund (Y/N) _____ Broad-Based Ownership Scheme (Y/N) _____ Employee Ownership Scheme (Y/N) ______
SECTION C: SUPPLIER PROFILE In order for Ithala to build up a profile of its suppliers, we would like you to complete the following:
Commercial Name 3 commercial references/referees of previous projects / contracts and provide their name(s) and telephone number(s): COMPULSORY ____________________________________________________________________ ____________________________________________________________________ ____________________________________________________________________ ____________________________________________________________________
Financial Has your business ever been declared insolvent or had a judicial management order granted against it? (Y/N)_____If yes, please elaborate: ____________________________________________________________________ ____________________________________________________________________ ____________________________________________________________________
Technical Is your business a permit holder under the South African National Standards (SANS)? (Y/N) ______ If yes, indicate product(s) for which permits are held, including permit numbers ____________________________________________________________________ ____________________________________________________________________
List all your products / services your business can manufacture and/ or supply to Ithala (Please tick a box or boxes in Annexure A attached)
Are you working to accredited National or International Standards? (Y/N)_____If yes, indicate products and to which standards:_____________________________________________________________
Quality
Does your business operate a Quality Management System which includes:
Quality policy and objectives (Y/N) ______
Document and record control system (e.g. proof of competence, minutes of meetings and references) (Y/N) ______
Procedure for non-conforming products / services (Y/N) _____
Procedure for corrective and preventative action (Y/N) _____ Has your Quality Management System been assessed and certified by any Nationally or Internationally recognised accreditation body? (Y/N)_____ If yes, please provide a copy of the certificate.
Safety Does your business have an Occupational Health and Safety Policy complying with the Occupational Health and Safety Act (Act 85 of 1993) (OHS Act) that clearly states overall health and safety objectives and commitment to improving health and safety performance? (Y/N)______ If yes, attach a copy of this policy. Are you registered with the Compensation Fund in terms of the Compensation for Occupational Injuries and Diseases Act (COIDA)? (Y/N) ______ Registration number _________________________
Has your business experienced any incident that resulted in a fatality or serious injury? (Y/N)______ If yes, provide details thereof.
__________________________________________________________________________________ __________________________________________________________________________________
Has any non-conformances or prohibition notices been issued by the Department of Labour to your business on previous projects? (Y/N)______ If yes, provide details thereof.
__________________________________________________________________________________ __________________________________________________________________________________ _______________________________________________________________________________
Do you maintain the integrity and safety of all health and safety related equipment and do you have an effective maintenance schedule? (Y/N)______ If no, provide reasons?
__________________________________________________________________________________ ______________________________________________________________________________
Environmental Do you have an Environmental Management System in place? (Y/N) ______ Does your facility routinely work with any hazardous substances? (Y/N)______ Has your Environmental Management System been assessed and certified by any Nationally or Internationally recognised accreditation body? (Y/N)_____ If yes, please provide a copy of the certificate.
Energy Efficiency
What is the total energy used to produce your products? (kWh or MJ) ______ [If you are a service provider, derive your total embedded energy from the use of energy to deliver your services (e.g., driving, use of computers, flights, etc)]. Does your business have energy usage reduction targets (in kWh/product or MJ/product)? (Y/N)____________If yes, fill in the target: ___________ Have you taken any measures to improve on energy efficiency of your products / your facilities in the last 5 years? (Y/N)_________If yes, please provide details of such improvements benchmarked against standard practices or product, including kWh reduction or reduction in electricity bill(s): __________________________________________________________________________________ __________________________________________________________________________ What is your business‟s carbon footprint, i.e. a measure of how much carbon dioxide, methane and other “greenhouse gases” that your business is responsible for creating? (in kg CO2/employee/annual) _____________ What would you estimate as your business‟s contribution towards the energy usage reduction percentage targets as set out by Department of Minerals and Energy in The Energy Efficiency Strategy? __________________________________________________________________________________ __________________________________________________________________________________
Human Resources
How many full-time employees do you currently have? ______________________________ How many part-time employees do you have? _____________________________________ Please provide an organogram of your overall business structure indicating all human resources within your business.
Facilities, Plant & Equipment Please provide a summary of your plant and facilities:_____________________________ ________________________________________________________________________ ________________________________________________________________________ ________________________________________________________________________ Please attach a list detailing tools and equipment held by your business.
SECTION D: DECLARATION OF INTERESTS
Are you or any other person who holds an interest in your business (i.e. a shareholder, a director, or a member or partner, a line manager, or a fellow employee), employed by Ithala or serves as a director at Ithala, or was previously employed by Ithala or served as a director at Ithala? Y/N ___ If yes, state particulars. ____________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________ Are you, or any other person who holds an interest in your business, a close family member (i.e. related by birth, marriage, domestic partnership, adoption, guardianship or the like) to or an associate (i.e. a friend, rival, business partner, neighbour, etc) of an Ithala employee and/or director? Y/N ___ If yes, state particulars. ____________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________ Have you, or any other person who holds an interest in your business, given a business courtesy to or received a business courtesy from an Ithala employee and/or director over the last 12 (twelve) months? Y/N ___ If yes, state particulars. ____________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________ Have you, or any other person who holds an interest in your business undergone an Ithala supplier disciplinary process and / or has been suspended from the Ithala supplier database over the last 5 (five) years? Y/N ___ If yes, state particulars. ___________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________
_________________________________
Is your business currently engaged in defending any legal proceedings which have been instituted against it (including against any of its directors / members / partners), or has your business (including any directors / members / partners) either been charged with or been convicted of any criminal act, or has any judgment or decision been made against it by any administrative or regulatory body? Y/N ___ If yes, state particulars. __________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________ DECLARATION:
I, the undersigned [insert full name of signatory] ____________________________, duly authorised to complete this application form in my capacity as [insert capacity, i.e., member, director, partner, etc] __________________________ on behalf of the applicant [insert full name of the business entity] __________________________ certify that, to the best of my knowledge, the information furnished herein is true and correct. I accept that Ithala reserves its right to act against the applicant or me personally in terms hereof, should this declaration prove to be false.
Name ______________________________
Signature___________________________
Designation __________________________
Date _______________________________
NOTE TO ALL SUPPLIERS AND SERVICE PROVIDERS: Ithala Development Finance Corporation Limited (Ithala) reserves the right to verify and confirm any of the information provided on this application form. Ithala may request additional information during its bid evaluation process. Ithala reserves the right to conduct site visits where deemed necessary. Incomplete submissions will not be processed. An incomplete submission will include failure to provide any supporting documentation required to be submitted with this form. If there are any changes to the information provided on this form, please inform Suesheila Singh on [email protected] at Ithala’s Supply Chain Management department within 7 (seven) working days of such change. Outdated information could lead to your business not being invited to bid or not receiving correct payment!
NB: Bank information: In all instances payment will be made via EFT directly into your bank account as per the banking details provided on this application form. Should you change your banking details, you will once again be required to submit an original cancelled cheque or stamped letter from the bank, verifying these banking details. Should you have two companies with separate names operating with one bank account, payment will be rejected by the Accounting system that Ithala utilizes.
All information provided by suppliers will be treated as strictly confidential Section E continued…..(only to be completed by professional building and engineering
consultants to be on Ithala’s panel)
3.1.8 Permanent Staff Compliment: LIST DETAILS OF ALL FULL TIME EMPLOYED PROFESSIONAL AND TECHNICAL STAFF ON THIS SCHEDULE
Names Present Position
Qualifications Specialisation No. years of Experience
HDI Status Refer to point B5
Where Based
Full Time/ Part Time
African/Coloured/ Indian/White or Other
Male/ Female
Disabled *see note 1
* Note 1: If Disabled – clearly state the nature of the disability : ……………………………………………………………
# Enter each member of staff once only a. Describe other: ........................................................................................................................................... Number of non-registered principals........................................................................................................... Number of administrative staff...................................................................................................................
ANNEXURE A Please tick your core business only : (maximum of five)
Advertising, Marketing and Promotions
Billboards Marketing Brand Design
Print Media Corporate Gifts Promotional Material
Electronic Media Communications Public Relations
Exhibition design/build up Website Design Publications
Air-conditioning and Refrigeration
Sales and Installations
Maintenance
Arms and Ammunition
Fire Arms Gun Smithing
Karlgarding Bullet Proof Vests
Building & Maintenance
General Building Thatching Electrical
Renovations / Painting Building Material Carpentry
Tiling Plastering Glazing
Maintenance Gutter Specialists Paving
Plumbing with Trade Cert. Sewer Roller Shutter Doors
Roofing Specialists Ceilings Partitioning
Shop fitting Construction Road Works
Catering
Catering Services Catering Supply Catering Hire
Chemicals
Water Treatment Herbicides Pesticides
Cleaning
Cleaning Services Detergents Sanitary Ware
Chemicals Refuse Removal
Communication
Telecommunication Electronic
Computers
Hardware Software Accessories
Computer Cabling
Delivery Services
Removal Courier
Event & Functions
Event Management Video Filming Entertainment
Sound Hire Floral arrangements Marquee/equipment hire
Portable toilets Speakers Master of Ceremonies
Gift Bags, boxes, specialized paper, frames and accessories
Financial Services
Cash Management / In Transit
Banking Services Insurance
Fencing
Fencing Services Fencing Material (Electrical)
Fencing Material (Non Electrical)
Fuel & Lubricants
Fuel and Lubricants Gas Installations – Fuel and Lubricants
Furniture & Equipment
Office Furniture Outdoor/Camp Furniture Household Appliances
Household Furniture
Gardening
Gardening Services Alien Plant Evasion Tree Felling
Tools & Equipments Service of Pot Plants
Goods for resale
Curios Fire Wood Groceries
Media
Health & Safety
Health & Safety Consulting
First Aid Kits Protective Clothing / gear
Fire Equipment Fire Equipment Maintenance and Service
Language Services
Language Interpretation Document Editing Document Translation
Transcribing
Livestock & Feed
Livestock Supply Livestock Feed Livestock Drugsw
Mobile Units
Park Homes Containers Porta Loos‟
Office Automation
Office Hardware Office Maintenance Audio Visual Equipment
Packaging
Packaging Services Packaging Material
Pest Control
Pesticides Insecticides Fumigation
Plant Hire
Civil Borehole Equipment Hire
Printing & Publication
Face Value Stock Printing Services Document Solutions
Book Publishing
Professional Services
Land Surveyors Quantity Surveyors HR Development
Brokerages Aviation Interior Designers
Graphic Designers Legal Architects
Auditors / Accountants Environmental Consultants
Project Management
Business Solutions (Information Technology)
Property Development / Evaluations
Business Management Services i.e. Performance Management Review, Policy Development, etc
Market Research Specialists
Property Auctioneers Ironmongery
Marina Management Loss Adjustors / Assessors (fire & Accident
Roofing Specialists
Forensic Investigation (Perils investigation)
Environmental Impact Assessment Consultants
Occupational Health & Safety Consultants
Recruitment
Recruitment Agencies
Reticulation
Water Treatment Pipes & Fittings Maintenance - Reticulation
Security
Security Services Alarms & Safes Surveillances
Tracking Equipments Locksmith Access Control
Door Automation Time Delays
Signage
Billboards Road Marking Information Signs
Artificial Rock Trail / Signs
Soft Furnishing
Linen Decor Carpeting
Blinds & Curtains
Solar Panels
Manufacturing / Supply Installations
Sport & Recreation
Equipment Supply Recreation Facilities
Specialist Engineering Services
Civil Engineering / Consultants (Water & Sanitation)
Chemical Engineering / Consultants
Mechanical Engineering / Consultants
Civil Engineering / Consultants (Roads)
Electrical (Light) Engineering / Consultants
Electrical (Heavy) Engineering/Consultants
Civil Engineering / Consultants (Building)
Structural (Steel & Metal) Engineering/Consultants
Structural (Concrete) Engineering/Consultants
Civil (Geotechnical) Engineering/Consultants
Stationery
Printing Paper Office Stationery Rubber Stamps
Printing
Training
Legislative Compliance Computers / IT Technical Skills
Employee Development Management Development
Leadership Development
Travel
Car / Bus Hire Accommodation Airport Shuttle
Flight Conferencing Tours
Uniform
Foot Wear Corporate Wear Field Wear
Vehicles
Vehicle Maintenance Vehicle Supply Vehicle Spares
Trailers
Veterinary
Veterinary Services Vet Drugs Vet Equipments
Waste Services
Waste Supplies Toxic Waste Non-Toxic Waste
Waste Removal
KINDLY TICK THE AREAS YOU ARE ABLE TO SERVICE:
1 Bulwer South Region
2 Port Shepstone South Region
3 Izingolweni South Region
4 Harding South Region
5 Kokstad South Region
6 Ixopo South Region
7 Umzinto South Region
8 Umlazi South Region
9 Mega City South Region
10 Philani Valley South Region
11 Galleria South Region
12 Moorten South Region
13 Manguzi NorthRegion
14 Ingwavuna NorthRegion
15 Ndumo NorthRegion
16 Mbazwana NorthRegion
17 Jozini NorthRegion
18 Mkuze NorthRegion
19 Pongola NorthRegion
20 Mtubatuba NorthRegion
21 Hluhluwe NorthRegion
22 Madadeni MidlandsRegion
23 Newcastle MidlandsRegion
24 Nqutu MidlandsRegion
25 Vryheid MidlandsRegion
26 Ezakheni/Ladysmith MidlandsRegion
27 Estcourt MidlandsRegion
28 Pietermaritzburg MidlandsRegion
29 Tugela Ferry MidlandsRegion
30 Nkandla MidlandsRegion
31 Greytown MidlandsRegion
32 Bergville MidlandsRegion
33 Dalton MidlandsRegion
34 Ulundi MidlandsRegion
35 Eshowe Eastern Region
36 Mandini Eastern Region
37 Richards Bay Eastern Region
38 Empangeni Eastern Region
39 Nongoma Eastern Region
40 Durban and Surroundings CentralRegion
References
Description of Service Contract Amount
Company Contact Person and
Number Completed Year
Yes No
Yes No
Yes No
Details of Trade Association
Is your enterprise affiliated with any associations or professional bodies ?
If yes, provide details
Yes No