part t2: list of returnable documents - … ws 02... · web viewpart t2: list of returnable...

Contract No: WS 02 – 2016/17Part T2 : Returnable Documents

PART T2: LIST OF RETURNABLE DOCUMENTS

CONTENTS

RD.A RETURNABLE DOCUMENTS REQUIRED FOR TENDER EVALUATION PURPOSES

Note: Failure to fully complete and submit the applicable documents will result in the tender offer being disqualified from further consideration.

Document Name Reference

Confirmation of Document Included (Tenderers may use this column to confirm documents have been completed and included in the tender)

Form of Offer and Acceptance Section C1.1

Declaration of interest in tender of persons in service of state Form RDA1

Declaration of Tenderer’s past supply chain management practises Form RDA2

Declaration certificate for local production and content Form RDA3Copy/ies of Municipal Account/s of the tenderer and each Director/Member of the company or where applicable a copy of the lease agreement

-

RD.B RETURNABLE DOCUMENTS REQUIRED FOR PREFERENTIAL PROCUREMENT EVALUATION PURPOSES

Note: Failure to submit the applicable documents will result in the tender offer being awarded with 0 (zero) preference points.

Document Name Reference

Confirmation of Document Included (Tenderers may use this column to confirm documents have been completed and included in the tender)

Preference Points claim form in terms of the Preferential procurement regulations 2011 (90/10 version)

Form RDB1

Note : Remove whichever form is not applicable.

Part T2: of 62


RD.C ADDITIONAL RETURNABLE DOCUMENTS REQUIRED FOR TENDER EVALUATION PURPOSES

Note: Failure to submit the applicable document will result in the Tenderer having to submit same upon request within 7 days and if not complied with, will result to the tender offer being disqualified from further consideration [See also clause 2.18 of the Standard Conditions of Tender]

Document Name ReferenceConfirmation of Document Included

Valid Tax Clearance Certificate -

Schedule of Tenderer’s experience Form RDC1

Schedule of Proposed Subcontractors Form RDC2

Schedule of Plant and Equipment Form RDC3

Compliance with OHSA (Act 85 of 1993) Form RDC4

Record of services provided to organs of state Form RDC5

Company information for tenders greater than R 10 million Form RDC6

Classification of Business Form RDC7

Certificate of Authority of Signatory Form RDC8

Status of Concern Submitting Tender Form RDC9

Proof of Registration with the CIDB in the applicable category or higher -

Certificate of independent bid determination Form RDC10

Bank Rating Report Form RDC11Copy/ies of Municipal Account/s of the tenderer and each Director/Member of the company or where applicable a copy of the lease agreement

-

As Required

RD.D ADDITIONAL RETURNABLE DOCUMENTS THAT WILL BE INCORPORATED INTO THE CONTRACT

Note: Failure to submit the applicable document will result in the Tenderer having to submit same upon request within 7 days and if not complied with, will result to the tender offer being disqualified from further consideration [See also clause 2.18 of the Standard Conditions of Tender]

Document name ReferenceConfirmation of Document Included

First Programme and Method Statements Form RDD1

Estimated Monthly Expenditure on Contract Works by Tenderer Form RDD2

Key-Personnel / Management and Supervisory Staff Form RDD3

Quality Management Systems Form RDD4

As Required

As Required

Part T2: of 62


RD.E OTHER DOCUMENTS THAT WILL BE INCORPORATED INTO THE CONTRACT

Note: Failure to fully complete and submit the applicable documents will result in the tender offer being disqualified from further consideration.

Document Name ReferenceConfirmation of

Document Included

Form of offer and acceptance Section C1.1

Contract data (Part 2: Data provided by the Contractors) Section C1.2

Activity Schedules / Bills of Quantities Section C2

Record of Addenda to Tender Documents Form RDE1

Proposed Amendments Form RDE2

Cost Price Adjustment (CPA) - Local Content (SEIFSA) Form RDE3

Cost Price Adjustment (CPA) – Imported Content (FOREX) Form RDE4

SCADA Operational Verification Form RDE5

As Required

As Required

Part T2: of 62


RDA 1DECLARATION OF INTEREST IN TENDER OF PERSONS IN SERVICE OF STATE

THIS FORM MUST BE COMPLETED IN FULL AND SIGNED. FAILURE TO COMPLY WILL RESULT IN THE TENDER BEING DISQUALIFIED.

(Refer to Clauses 2.25 and 2.26 in the Tender Data)

1. Is the employer/owner of the bidder in the service of the state? YES / NO (INDICATE)

If so, state particulars:

2. If the provider is not a natural person, whether any of its directors, managers, principal shareholders or stakeholder is in the service of the state, or has been in the service of the state in the previous twelve months: YES / NO (INDICATE)


3. Whether a spouse, child or parent of the provider or of a director, manager, shareholder or stakeholder referred to in subparagraph 2 is in the service of the state, or has been in the service of the state in the previous twelve months: YES / NO (INDICATE)


4. Is an employer / owner of the bidder a person who is an advisor or consultant contracted with the municipality or municipal entity: YES / NO (INDICATE)


5. Are the Tenderer or any of the members of the tendering entity involved in another entity for this particular tender: YES / NO (INDICATE)


Part T2: of 62

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

of this schedule are within my personal knowledge and are to the best of my belief both true and correct.

Person Authorized to sign Tender:

FULL NAME (BLOCK LETTERS):

SIGNATURE:

DATE:


RDA 2DECLARATION OF TENDERER’S PAST SUPPLY CHAIN MANAGEMENT PRACTICES

1. This Municipal tender document must form part of all tenders invited.2. It serves as a declaration to be used by Municipalities and Municipal entities in ensuring that when goods

and services are being procured, all reasonable steps are taken to combat the abuse of the supply chain management system.

3. The tender of any Tenderer may be rejected if that Tenderer, or any of its directors have:a. abused the Municipality’s / Municipal entity’s supply management system or committed any

improper conduct I n relation to such system;b. been convicted for fraud or corruption during the past five years;c. wilfully neglected, reneged on or failed to comply with any government, Municipal or other public

sector contract during the past five years; ord. been listed in the Register for Tender Defaulters in terms of Section 29 of the Prevention and

Combating of Corrupt Activities Act, 2004 (Act 12 of 2004).4. In order to give effect to the above, this form must be completed in full and signed. Failure to comply will

result in the tender being disqualified. The following questionnaire must be completed and submitted with the tender:

ITEM QUESTION RESPONSE

4.1 Is the Tenderer, any of its directors listed on the National Treasurer’s database as a company or persons prohibited from doing business with the public sector?(Companies for 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)

Yes No

If so, furnish particulars:

4.2 Is the Tenderer or any of its directors listed on the Register for Tender Defaulters in terms of Section 29 of the Prevention and Combating of Corrupt Activities Act, 2004 (Act 12 of 2004)?(To access this Register enter the National Treasury’s website, www.treasury.gov.za , click on the icon “Register for Tender Defaulters” or submit your written request for a hard copy of the Register to facsimile number 012-326-5445)

Yes No


4.3 Was the Tenderer or any of its directors convicted by a court of law (including a court of law outside the Republic of South Africa) for fraud or corruption during the past five years?

Yes No


4.4 Was any contract between the Tenderer and the Municipality / Municipal entity or any other organ of state terminated during the past five years on account of failure to perform on or comply with the contract?

Yes No

Part T2: of 62

http://www.treasury.gov.za/



4.5 Does the tenderer or any of its directors owe any Municipal rates and taxes or Municipal charges to the Municipality/Municipal entity, or to any other Municipality/Municipal entity, that is in arrears for more than three months?

Yes No


Part T2: of 62





SIGNATURE:

DATE:


FORM RDA 3MBD 6.2: DECLARATION CERTIFICATE FOR LOCAL PRODUCTION AND CONTENT

This Municipal Bidding Document (MBD) must form part of all bids invited. It contains general information and serves as a declaration form for local content (local production and local content are used interchangeably).

Before completing this declaration, bidders must study the General Conditions, Definitions, Directives applicable in respect of Local Content as prescribed in the Preferential Procurement Regulations, 2011 and the South African Bureau of Standards (SABS) approved technical specification number SATS 1286:201x.

1. General Conditions

1.1. Preferential Procurement Regulations, 2011 (Regulation 9. (1) and 9. (3) make provision for the promotion of local production and content.

1.2. Regulation 9. (1) prescribes that in the case of designated sectors, where in the award of bids local production and content is of critical importance, such bids must be advertised with the specific bidding condition that only locally produced goods, services or works or locally manufactured goods, with a stipulated minimum threshold for local production and content will be considered.

1.3. Regulation 9. (3) prescribes that where there is no designated sector, a specific bidding condition may be included, that only locally produced services, works or goods or locally manufactured goods with a stipulated minimum threshold for local production and content, will be considered.

1.4. Where necessary, for bids referred to in paragraphs 1.2 and 1.3 above, a two stage bidding process may be followed, where the first stage involves a minimum threshold for local production and content and the second stage price and B-BBEE.

1.5. A person awarded a contract in relation to a designated sector, may not sub-contract in such a manner that the local production and content of the overall value of the contract is reduced to below the stipulated minimum threshold.

1.6. The local content (LC) as a percentage of the bid price must be calculated in accordance with the SABS approved technical specification number SATS 1286: 201x as follows:

LC = 1 x 100

Wherex imported contenty bid price excluding value added tax (VAT)

Prices referred to in the determination of x must be converted to Rand (ZAR) by using the exchange rate published by the South African Reserve Bank (SARB) at 12:00 on the date, one week (7 calendar days) prior to the closing date of the bid as required in paragraph 4.1 below.

1.7. A bid will be disqualified if:

the bidder fails to achieve the stipulated minimum threshold for local production and content indicated in paragraph 3 below; and.

this declaration certificate is not submitted as part of the bid documentation.

2. Definitions

2.1. “bid” includes advertised competitive bids, written price quotations or proposals;

2.2. “bid price” price offered by the bidder, excluding value added tax (VAT);

Part T2: of 62


2.3. “contract” means the agreement that results from the acceptance of a bid by an organ of state;

2.4. “designated sector” means a sector, sub-sector or industry that has been designated by the Department of Trade and Industry in line with national development and industrial policies for local production, where only locally produced services, works or goods or locally manufactured goods meet the stipulated minimum threshold for local production and content;

2.5. “duly sign “means a Declaration Certificate for Local Content that has been signed by the Chief Financial Officer or other legally responsible person nominated in writing by the Chief Executive, or senior member / person with management responsibility (close corporation, partnership or individual).

2.6. “imported content” means that portion of the bid price represented by the cost of components, parts or materials which have been or are still to be imported (whether by the supplier or its subcontractors) and which costs are inclusive of the costs abroad, plus freight and other direct importation costs, such as landing costs, dock duties, import duty, sales duty or other similar tax or duty at the South African port of entry;

2.7. “local content” means that portion of the bid price which is not included in the imported content, provided that local manufacture does take place;

2.8. “stipulated minimum threshold” means that portion of local production and content as determined by the Department of Trade and Industry; and

2.9. “sub-contract” means the primary contractor’s assigning, leasing, making out work to, or employing another person to support such primary contractor in the execution of part of a project in terms of the contract.

3. The stipulated minimum threshold(s) for local production and content for this bid is/are as follows:

Description of services, works or goods Stipulated minimum threshold

_______________________________ _______%

_______________________________ _______%

_______________________________ _______%

4. Does any portion of the services, works or goods offered have any imported content? YES / NO

4.1 If yes, the rate(s) of exchange to be used in this bid to calculate the local content as prescribed in paragraph 1.6 of the general conditions must be the rate(s) published by the SARB for the specific currency at 12:00 on the date, one week (7 calendar days) prior to the closing date of the bid.

The relevant rates of exchange information are accessible on www.reservebank.co.za.

Part T2: of 62


Indicate the rate (s) of exchange against the appropriate currency in the table below:

Currency Rates of exchangeUS DollarPound SterlingEuroYenOther

NB: Bidders must submit proof of the SARB rate (s) of exchange used.

LOCAL CONTENT DECLARATION BY CHIEF FINANCIAL OFFICER OR OTHER LEGALLY RESPONSIBLE PERSON NOMINATED IN WRITING BY THE CHIEF EXECUTIVE OR SENIOR

MEMBER/PERSON WITH MANAGEMENT RESPONSIBILITY (CLOSE CORPORATION, PARTNERSHIP OR INDIVIDUAL)

IN RESPECT OF BID No. .................................................................................ISSUED BY: City of Tshwane

NB The obligation to complete, duly sign and submit this declaration cannot be transferred to an external authorized representative, auditor or any other third party acting on behalf of the bidder.

I, the undersigned, …………………………….................................................. (full names),do hereby declare, in my capacity as ……………………………………… ………..of ...............................................................................................................(name of bidder entity), the following:

(a) The facts contained herein are within my own personal knowledge.

(b) I have satisfied myself that the goods/services/works to be delivered in terms of the above-specified bid comply with the minimum local content requirements as specified in the bid, and as measured in terms of SATS 1286.

(c) The local content has been calculated using the formula given in clause 3 of SATS 1286, the rates of exchange indicated in paragraph 4.1 above and the following figures:

Bid price, excluding VAT (y) RImported content (x) RStipulated minimum threshold for Local content (paragraph 3 above)Local content % as calculated in terms of SATS 1286

If the bid is for more than one product, a schedule of the local content by product shall be attached.

(d) I accept that the City of Tshwane has the right to request that the local content be verified in terms of the requirements of SATS 1286.

(e) I understand that the awarding of the bid is dependent on the accuracy of the information furnished in this application. I also understand that the submission of incorrect data, or data that are not verifiable as described in SATS 1286, may result in the City of Tshwane imposing any or all of the remedies as provided for in Regulation 13 of the Preferential Procurement Regulations, 2011 promulgated under the Policy Framework Act (PPPFA), 2000 (Act No. 5 of 2000).

SIGNATURE: DATE: ___________

WITNESS No. 1 DATE: ___________

WITNESS No. 2 DATE: ___________

Part T2: of 62


Annexure C

Local Content Declaration – Summary Schedule

(C1)

(C2)

(C3)

(C4)

(C5)

(C6)

(C7) PULA EUR GBP CALCU LATION OF LOCAL CONTENT OFFER SUMMARY oO

Offer of item No’s

List of items

Offered price each (excl VAT)

Exempted imported

value

Offered value net of exempted imported content

Imported value

Local value

Local content % (per item)

Offered Qty

Total offered value

Total exempted imported content

Total imported content

(8) (9) (10) (11) (12) (13) (14) (15) (16) (17) (18) (19)

(20) Total offered value R(21) Total Exempted imported content R

(C22) Total Offered value net of exempted imported content R

Signature of offeror from Annexure B (23) Total Imported content R

(24) Total Local Content RDate: (25) Average local content % of offer

Part T2: of 62

Offer No.

Offer Description:

Designated product(s)

Offer Authority:

Offeror Entity name:

Offered Exchange Rate:

Specified Local Content %


Part T2: of 62


Annexure D

Imported Content Declaration – Supporting Schedule to Annexure C

A. Exempted imported content

A. Exempted imported content Calculation of imported content Summary

Offer item no's

Description of imported content

Local supplier

Overseas Supplier

Forign currency value as per Commercial Invoice

Offered Exchange Rate

Local value of imports

Freight costs to port of entry

All locally incurred landing costs & duties

Total landed cost excl VAT

Offered Qty Exempted imported value

(D7) (D8) (D9) (D10) (D11) (D12) (D13) (D14) (D15) (D16) (D17) (D18)

(D19) Total exempt imported value

R

Part T2: of 62

Note: VAT to be excluded from all calculations

GBPEUR

This total must correspond with Annexure C - C 21


B. Imported directly by the OfferorCalculation of imported content Summary

Offer item no's Description of imported

content

Unit of measure

Overseas Supplier

Forign currency value as

per Commercial

Invoice

Offered Rate of

Exchange

Local value

of imports



Total landed

cost excl VAT

Offered Qty

Total imported

value

(D20) (D21) (D22) (D23) (D24) (D25) (D26) (D27) (D28) (D29) (D30) (D31) `

(D32)Total imported value by offeror R

C. Imported by a 3rd party and supplied to the Offeror Calculation of imported content Summary

Description of imported content

Unit of measure

Local supplier

Overseas Supplier

Forign currency value as per Commercial Invoice

Offered Rate of Exchange

Local value of imports



Total landed cost excl VAT

Quantity imported

Total imported value

(D33) (D34) (D35) (D36) (D37) (D38) (D39) (D40) (D41) (D42) (D43) (D44)

Part T2: of 62


`

(D45) Total imported value by 3rd party

R

Part T2: of 62


D. Other foreign currency payments

Calculation of foreign currency payments

Summary of payments

Type of payment Local supplier making the payment

Overseas beneficiary Foreign currency value paid

Offered Rate of Exchange

Local value of payments

(D46)

(D47) (D48) (D49) (D50) (D51)

(D52) Total of foreign currency payments declared by offeror and/or 3rd party

Signature of offeror from Annexure B

(D53) Total of imported content & foreign currency payments - (D32), (D45) & (D52) above R

Date:

Part T2: of 62

This total must correspond with Annexure C - C 23


Annexure ELocal Content Declaration - Supporting Schedule to Annexure C

Local Products (Goods, Services and Works)

Description of items purchased Local suppliers Value

(E6) (E7) (E8) (E9) Total local products (Goods, Services and Works) R 0

(E10) Manpower costs ( Offeror's manpower cost) R 0

(E11) Factory overheads (Rental, depreciation & amortisation, utility costs, consumables etc.) R 0

(E12) Administration overheads and mark-up (Marketing, insurance, financing, interest etc.) R 0

(E13) Total local content R 0

Part T2: of 62

(E1) Offer No. (E2) Offer description: (E3) Designated products: (E4) Offer Authority: (E5) Offeror Entity name:


This total must correspond with Annexure C – C 24

Signature of offeror from Annexure B

Date:

Part T2: of 62


Private Bag X84, PRETORIA, 0001, the dti Campus, 77 Meintjies Street, Sunnyside, 0002, Tel: (012) 394 0000

the dti Customer Contact Centre local: 0861 843 384 International: +27 12 394 9500, www.thedti.gov.za

Guidance Document for the Calculation of Local Content

DEFINITIONS

Unless explicitly provided in this guideline, the definitions given in SATS 1286:2011 apply.

GENERAL

2.1. Introduction

This guideline provides tenderers with a detailed description of how to calculate local content of products

(goods, services and works) by components/material/services and enables them to keep an updated

record for verification requirements as per the SATS 1286:2011 Annexure A and B.

The guideline consists of two parts, namely:

• a written guideline; and

• three declarations that must be completed:

Declaration C: “Local Content Declaration – Summary Schedule” (see Annexure C);

Declaration D: “Imported Content Declaration – Supporting Schedule to Annex C” (see

Annexure D); and

Declaration E: “Local Content Declaration – Supporting Schedule to Annex C” (see Annexure

E).

The guidelines and declarations should be used by tenderers when preparing a tender. A tenderer must

complete Declarations D and E, and consolidate the information on Declaration C.

Annexure C must be submitted with the tender by the closing date and time as determined by the

Tender Authority. The Tender Authority reserves the right to request that Declarations D and E also be

submitted.

If the tender is successful, the tenderer must continuously update Declarations C, D and E with actual

values for the duration of the contract. Part T2: of 62


NOTE:

Annexure A is a note to the purchaser in SATS 1286:2011; and

Annexure B is the Local Content Declaration IN SATS 1286:2011.

2.2. What is local content?

According to SATS 1286:2011, the local content of a product is the tender price less the value of

imported content, expressed as a percentage. It is, therefore, necessary to first compute the imported

value of a product to determine the local content of a product.

2.3. Categories: Imported and Local Content

The tenderer must differentiate between imported content and local content.

Imported content of a product by components/material/services is separated into two categories,

namely:

• products imported directly by the tenderer; and

• products imported by a third party and supplied to the tenderer.

2.3.1. Imported Content

Identify the imported content, if any, by value for products by component/material/services. In the case

of components/materials/services sourced from a South African manufacturer, agent, supplier or

subcontractor (i.e. third party), obtain that information and Declaration D from the third party.

Calculate the imported content of components/materials/services to be used in the manufacture of the

total quantity of the products for which the tender is to be submitted.

As stated in clause 3.2.4 of SATS 1286:2011: “If information on the origin of components, parts or

materials is not available, it will be deemed to be imported content.”

2.3.1.1. Imported directly by the tenderer:

When the tenderer imports products directly, the onus is on the tenderer to provide evidence of any

components/materials/services that were procured from a non-domestic source. The evidence

should be verifiable and pertain to the tender as a whole. Typical evidence will include commercial

invoices, bills of entry, etc.

Part T2: of 62


When the tenderer procures imported services such as project management, design, testing,

marketing, etc and makes royalty and lease payments, such payments relating to the tender must

be included when calculating imported content.

2.3.1.2. Imported by a third party and supplied to the tenderer:

When the tenderer supplies components/material/services that are imported by any third party (for

example, a domestic manufacturer, agent, supplier or subcontractor in the supply chain), the onus is

on the tenderer to obtain verifiable evidence from the third party.

The tenderer must obtain Declaration D from all third parties for the related tender. The third party

must be requested by the tenderer to continuously update Declaration D. Typical evidence of

imported content will include commercial invoices, bills of entry etc.

When a third party procures imported services such as project management, design, testing,

marketing etc. and makes royalty and lease payments, such payments relating to the tender must

be included when calculating imported content.

2.3.1.3. Exempt Imported Content:

Exemptions, if any, are granted by the Department of Trade and Industry (the dti). Evidence of the

exemptions must be provided and included in Annexure D.

2.3.2. Local Content

Identify and calculate the local content, by value for products by components/materials/services to be

used in the manufacture of the total quantity of the products.

Part T2: of 62


ANNEXURE C

3.1. Guidelines for completing Annexure C: Local Content Declaration – Summary Schedule

Note: The paragraph numbers correspond to the numbers in Annexure C.

C1. Tender Number

Supply the tender number that is specified on the specific tender documentation.

C2. Tender description Supply the tender description that is specified on the specific tender documentation.

C3. Designated products Supply the details of the products that are designated in terms of this tender (i.e. buses).

C4. Tender Authority Supply the name of the tender authority.

C5. Tendering Entity name Provide the tendering entity name (for example, Unibody Bus Builders (Pty) Ltd).

C6. Tender Exchange Rate Provide the exchange rate used for this tender, as per the Standard Bidding Document (SBD)

and Municipal Bidding Document (MBD) 6.2.

C7. Specified local content % Provide the specified minimum local content requirement for the tender (i.e. 80%), as per the

Standard Bidding Document (SBD) and Municipal Bidding Document (MDB) 6.2.

C8. Tender item number Provide the tender item number(s) of the products that have a local content requirement as per

the tender specification.

C9. List of items Provide a list of the item(s) corresponding with the tender item number.

This may be a short description or a brand name.

Calculation of local content

C10. Tender price Provide the unit tender price of each item excluding VAT.

C11. Exempted imported content Provide the ZAR value of the exempted imported content for each item, if applicable. These

value(s) must correspond with the value(s) of column D16 on Annexure D.

C12. Tender value net of exempted imported content

Part T2: of 62


Provide the net tender value of the item, if applicable, by deducting the exempted imported

content (C11) from the tender price (C10).

C13. Imported value Provide the ZAR value of the items’ imported content.

C14. Local value Provide the local value of the item by deducting the Imported value (C13) from the net tender

value (C12).

C15. Local content percentage (per item) Provide the local content percentage of the item(s) by dividing the local value (C14) by the net

tender value (C12) as per the local content formula in SATS 1286.

Tender Summary C16. Tender quantity

Provide the tender quantity for each item number as per the tender specification.

C17. Total tender value Provide the total tender value by multiplying the tender quantity (C16) by the tender price (C10).

C18. Total exempted imported content Provide the total exempted imported content by multiplying the tender quantity (C16) by the

exempted imported content (C11). These values must correspond with the values of column

D18 on Annexure D.

C19. Total imported content Provide the total imported content of each item by multiplying the tender quantity (C16) by the

imported value (C13).

C20. Total tender value Total tender value is the sum of the values in column C17.

C21. Total exempted imported content Total exempted imported content is the sum of the values in column C18. This value must

correspond with the value of D19 on Annexure D.

C22. Total tender value net of exempted imported content The total tender value net of exempt imported content is the total tender value (C20) less the

total exempted imported content (C21).

C23. Total imported content Total imported content is the sum of the values in column C19. This value must correspond with

the value of D53 on Annexure D.

C24. Total local content

Part T2: of 62


Total local content is the total tender value net of exempted imported content (C22) less the

total imported content (C23). This value must correspond with the value of E13 on Annexure E.

C25. Average local content percentage of tender The average local content percentage of tender is calculated by dividing total local content

(C24) by the total tender value net of exempted imported content (C22).

4. ANNEXURE D

4.1. Guidelines for completing Annexure D: “Imported Content Declaration – Supporting Schedule to Annexure C”

Note: The paragraph numbers correspond to the numbers in Annexure D.

D1. Tender number Supply the tender number that is specified on the specific tender documentation.

D2. Tender description Supply the tender description that is specified on the specific tender documentation.

D3. Designated products Supply the details of the products that are designated in terms of this tender (i.e. buses).

D4. Tender authority Supply the name of the tender authority.

D5. Tendering entity name Provide the tendering entity name (i.e. Unibody Bus Builders (Pty) Ltd).

D6. Tender exchange rate Provide the exchange rate used for this tender, as per the Standard Bidding Document (SBD)


Table A. Exempted Imported Content D7. Tender item number

Provide the tender item number(s) of the product(s) that have imported content.

D8. Description of imported content Provide a list of the exempted imported product(s), if any, as specified in the tender.

D9. Local supplier Provide the name of the local supplier(s) supplying the imported product(s).

D10. Overseas supplier Provide the name(s) of the overseas supplier(s) supplying the exempted imported product(s).

D11. Imported value as per commercial invoice

Part T2: of 62


Provide the foreign currency value of the exempted imported product(s) disclosed in the

commercial invoice accepted by the South African Revenue Service (SARS).

D12. Tender exchange rate Provide the exchange rate used for this tender as per the Standard Bidding Document (SBD)


D13. Local value of imports Convert the value of the exempted imported content as per commercial invoice (D11) into the

ZAR value by using the tender exchange rate (D12) disclosed in the tender documentation.

D14. Freight costs to port of entry Provide the freight costs to the South African Port of the exempted imported item.

D15. All locally incurred landing costs and duties Provide all landing costs including customs and excise duty for the exempted imported

product(s) as stipulated in the SATS 1286:2011.

D16. Total landed costs excl VAT Provide the total landed costs (excluding VAT) for each item imported by adding the

corresponding item values in columns D13, D14 and D15. These values must be transferred to

column C11 on Annexure C.

D17. Tender quantity Provide the tender quantity of the exempted imported products as per the tender specification.

D18. Exempted imported value Provide the imported value for each of the exempted imported product(s) by multiplying the total

landed cost (excl. VAT) (D16) by the tender quantity (D17). The values in column D18 must

correspond with the values of column C18 of Annexure C.

D19. Total exempted imported value The total exempted imported value is the sum of the values in column D18. This total must

correspond with the value of C21 on Annexure C.

Table B. Imported Directly By Tenderer

D20. Tender item numbers Provide the tender item number(s) of the product(s) that have imported content.

D21. Description of imported content: Provide a list of the product(s) imported directly by tender as specified in the tender

documentation.

D22. Unit of measure Provide the unit of measure for the product(s) imported directly by the tenderer.

Part T2: of 62


D23. Overseas supplier Provide the name(s) of the overseas supplier(s) supplying the imported product(s).

D24. Imported value as per commercial Invoice Provide the foreign currency value of the product(s) imported directly by tenderer disclosed in

the commercial invoice accepted by the South African Revenue Service (SARS).

D25. Tender rate of exchange Provide the exchange rate used for this tender as per the Standard Bidding Document (SBD)


D26. Local value of imports Convert the value of the product(s) imported directly by the tenderer as per commercial invoice

(D24) into the ZAR value by using the tender exchange rate (D25) disclosed in the tender

documentation.

D27. Freight costs to port of entry Provide the freight costs to the South African Port of the product(s) imported directly by the

tenderer.

D28. All locally incurred landing costs and duties Provide all landing costs including customs and excise duty for the product(s) imported directly

by the tenderer as stipulated in the SATS 1286:2011.

D29. Total landed costs excl VAT Provide the total landed costs (excluding VAT) for each item imported directly by the tenderer by

adding the corresponding item values in columns D26, D27 and D28.

D30. Tender quantity Provide the tender quantity of the product(s) imported directly by the tenderer as per the tender

specification.

D31. Total imported value Provide the total imported value for each of the product(s) imported directly by the tenderer by

multiplying the total landed cost (excl. VAT) (D29) by the tender quantity (D30).

D32. Total imported value by tenderer The total value of imports by the tenderer is the sum of the values in column D31.

Table C. Imported by Third Party and Supplied to the Tenderer

D33. Description of imported content Provide a list of the product(s) imported by the third party and supplied to the tenderer as

specified in the tender documentation.

D34. Unit of measure Provide the unit of measure for the product(s) imported by the third party and supplied to

tenderer as disclosed in the commercial invoice.

Part T2: of 62


D35. Local supplier Provide the name of the local supplier(s) supplying the imported product(s).

D36. Overseas supplier Provide the name(s) of the overseas supplier(s) supplying the imported products.

D37. Imported value as per commercial invoice Provide the foreign currency value of the product(s) imported by the third party and supplied to

the tenderer disclosed in the commercial invoice accepted by SARS.



D39. Local value of imports Convert the value of the product(s) imported by the third party as per commercial invoice (D37)

into the ZAR value by using the tender exchange rate (D38) disclosed in the tender

documentation.

D40. Freight costs to port of entry Provide the freight costs to the South African Port of the product(s) imported by third party and

supplied to the tenderer.

D41. All locally incurred landing costs and duties Provide all landing costs including customs and excise duty for the product(s) imported by third

party and supplied to the tenderer as stipulated in the SATS 1286:2011.

D42. Total landed costs excluding VAT Provide the total landed costs (excluding VAT) for each product imported by third party and

supplied to the tenderer by adding the corresponding item values in columns D39, D40 and

D41.

D43. Quantity imported Provide the quantity of each product(s) imported by third party and supplied to the tenderer for

the tender.

D44. Total imported value Provide the total imported value of the product(s) imported by third party and supplied to the

tenderer by multiplying the total landed cost (D42) by the quantity imported (D43).

D45. Total imported value by third party The total imported value from the third party is the sum of the values in column D44.

Table D. Other Foreign Currency Payments D46. Type of payment

Provide the type of foreign currency payment. (i.e. royalty payment for use of patent, annual

license fee, etc.).

D47. Local supplier making the payment Provide the name of the local supplier making the payment.

Part T2: of 62


D48. Overseas beneficiary Provide the name of the overseas beneficiary.

D49. Foreign currency value paid Provide the value of the listed payment(s) in their foreign currency.



D51. Local value of payments Provide the local value of each payment by multiplying the foreign currency value paid (D49) by

the tender rate of exchange (D50).

D52. Total of foreign currency payments declared by tenderer and/or third party

The total of foreign currency payments declared by tenderer and/or a third party is the sum of

the values in column D51.

D53. Total of imported content and foreign currency payment The total imported content and foreign currency payment is the sum of the values in column

D32, D45 and D52. This value must correspond with the value of C23 on Annexure C.

5. ANNEXURE E

5.1. Guidelines to completing Annexure E: “Local Content Declaration- Supporting Schedule to Annexure C”

The paragraph numbers correspond to the numbers in Annexure E

E1. Tender number Supply the tender number that is specified on the specific tender documentation.

E2. Tender description Supply the tender description that is specified on the specific tender documentation.

E3. Designated products Supply the details of the products that are designated in terms of this tender (for example,

buses/canned vegetables).

E4. Tender authority Supply the name of the tender authority.

E5. Tendering entity name Provide the tendering entity name (for example, Unibody Bus Builders (Pty) Ltd) Ltd).

Local Goods, Services and Works E6. Description of items purchased

Provide a description of the items purchased locally in the space provided.

E7. Local supplier Provide the name of the local supplier that corresponds to the item listed in column E6.

Part T2: of 62


E8. Value Provide the total value of the item purchased in column E6.

E9. Total local products (Goods, Services and Works)

Total local products (goods, services and works) is the sum of the values in E8.

E10. Manpower costs: Provide the total of all the labour costs accruing only to the tenderer (i.e. not the suppliers to

tenderer).

E11. Factory overheads: Provide the total of all the factory overheads including rental, depreciation and amortisation for

local and imported capital goods, utility costs and consumables. (Consumables are goods used by

individuals and businesses that must be replaced regularly because they wear out or are used up.

Consumables can also be defined as the components of an end product that are used up or

permanently altered in the process of manufacturing, such as basic chemicals.) E12. Administration overheads and mark-up:

Provide the total of all the administration overheads, including marketing, insurance, financing,

interest and mark-up costs.

E13. Total local content: The total local content is the sum of the values of E9, E10, E11 and E12. This total must

correspond with C24 of Annexure C.

Part T2: of 62


FORM RDB 1MBD6.1: PREFERENCE POINTS CLAIM FORM IN TERMS OF THE PREFERENTIAL PROCUREMENT

REGULATIONS 2011

This preference form must form part of all bids invited. It contains general information and serves as a claim form for preference points for Broad-Based Black Economic Empowerment (B-BBEE) Status Level of Contribution

NB: BEFORE COMPLETING THIS FORM, BIDDERS MUST STUDY THE GENERAL CONDITIONS, DEFINITIONS AND DIRECTIVES APPLICABLE IN RESPECT OF B-BBEE, AS PRESCRIBED IN THE PREFERENTIAL PROCUREMENT REGULATIONS, 2011.

1. GENERAL CONDITIONS

1.1 The following preference point systems are applicable to all bids:

- the 90/10 system for requirements with a Rand value above R1 000 000 (all applicable taxes included).

1.2 The value of this bid is estimated to exceed R1 000 000 (all applicable taxes included) and therefore the 90/10 system shall be applicable.

1.3 Preference points for this bid shall be awarded for:

(a) Price; and(b) B-BBEE Status Level of Contribution.

1.3.1 The maximum points for this bid are allocated as follows:

POINTS

1.3.1.1 PRICE 90.

1.3.1.2 B-BBEE STATUS LEVEL OF CONTRIBUTION 10

Total points for Price and B-BBEE must not exceed 100

1.4 Failure on the part of a bidder to fill in and/or to sign this form and submit a B-BBEE Verification Certificate 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) together with the bid, will be interpreted to mean that preference points for B-BBEE status level of contribution are not claimed.

1.5. The purchaser reserves the right to require of a bidder, either before a bid is adjudicated or at any time subsequently, to substantiate any claim in regard to preferences, in any manner required by the purchaser.

2. DEFINITIONS

2.1 “all applicable taxes” includes value-added tax, pay as you earn, income tax, unemployment insurance fund contributions and skills development levies;

2.2 “B-BBEE” means broad-based black economic empowerment as defined in section 1 of the Broad-Based Black Economic Empowerment Act;

2.3 “B-BBEE status level of contributor” means the B-BBEE status received by a measured entity based on its overall performance using the relevant scorecard contained in the Codes of Good Practice on Black Economic Empowerment, issued in terms of section 9(1) of the Broad-Based Black EconomicEmpowerment Act;

2.4 “bid” means a written offer in a prescribed or stipulated form in response to an invitation by an

Part T2: of 62


organ of state for the provision of services, works or goods, through price quotations, advertisedcompetitive bidding processes or proposals;

2.5 “Broad-Based Black Economic Empowerment Act” means the Broad-Based Black Economic Empowerment Act, 2003 (Act No. 53 of 2003);

2.6 “comparative price” means the price after the factors of a non-firm price and all unconditional discounts that can be utilized have been taken into consideration;

2.7 “consortium or joint venture” means an association of persons for the purpose of combining theirexpertise, property, capital, efforts, skill and knowledge in an activity for the execution of a contract;

2.8 “contract” means the agreement that results from the acceptance of a bid by an organ of state;

2.9 “EME” means any enterprise with an annual total revenue of R5 million or less.

2.10 “Firm price” means the price that is only subject to adjustments in accordance with the actual increase or decrease resulting from the change, imposition, or abolition of customs or excise duty and any other duty, levy, or tax, which, in terms of the law or regulation, is binding on the contractor and demonstrably has an influence on the price of any supplies, or the rendering costs of any service, for the execution of the contract;

2.11 “functionality” means the measurement according to predetermined norms, as set out in the bid documents, of a service or commodity that is designed to be practical and useful, working or operating, taking into account, among other factors, the quality, reliability, viability and durability of a service and the technical capacity and ability of a bidder;

2.12 “non-firm prices” means all prices other than “firm” prices;

2.13 “person” includes a juristic person;

2.14 “rand value” means the total estimated value of a contract in South African currency, calculated at the time of bid invitations, and includes all applicable taxes and excise duties;

2.15 “sub-contract” means the primary contractor’s assigning, leasing, making out work to, or employing, another person to support such primary contractor in the execution of part of a project in terms of the contract;

2.16 “total revenue” bears the same meaning assigned to this expression in the Codes of Good Practice on Black Economic Empowerment, issued in terms of section 9(1) of the Broad-Based Black Economic Empowerment Act and promulgated in the Government Gazette on 9 February 2007;

2.17 “trust” means the arrangement through which the property of one person is made over or bequeathed to a trustee to administer such property for the benefit of another person; and

2.18 “trustee” means any person, including the founder of a trust, to whom property is bequeathed in order for

such property to be administered for the benefit of another person.

3. ADJUDICATION USING A POINT SYSTEM

3.1 The bidder obtaining the highest number of total points will be awarded the contract.

3.2 Preference points shall be calculated after prices have been brought to a comparative basis taking into account all factors of non-firm prices and all unconditional discounts.

3.3 Points scored must be rounded off to the nearest 2 decimal places.

3.4 In the event that two or more bids have scored equal total points, the successful bid must be the one scoring the highest number of preference points for B-BBEE.

Part T2: of 62


3.5 However, when functionality is part of the evaluation process and two or more bids have scored equal points including equal preference points for B-BBEE, the successful bid must be the one scoring the highest score for functionality.

3.6 Should two or more bids be equal in all respects; the award shall be decided by the drawing of lots.

4. POINTS AWARDED FOR PRICE

4.1 THE 90/10 PREFERENCE POINT SYSTEMS

A maximum of 90 points is allocated for price on the following basis:

90/10

Where

Ps = Points scored for comparative price of bid under consideration

Pt = Comparative price of bid under consideration

Pmin = Comparative price of lowest acceptable bid

Part T2: of 62


5. Points awarded for B-BBEE Status Level of Contribution

5.1 In terms of Regulation 5 (2) and 6 (2) of the Preferential Procurement Regulations, preference points must be awarded to a bidder for attaining the B-BBEE status level of contribution in accordance with the table below:

B-BBEE Status Level of Contributor

Number of points (90/10 system)

1 10

2 9

3 8

4 5

5 4

6 3

7 2

8 1

Non-compliant contributor 0

5.2 Bidders who qualify as EMEs in terms of the B-BBEE Act must submit a certificate issued by an Accounting Officer as contemplated in the CCA or a Verification Agency accredited by SANAS or a Registered Auditor. Registered auditors do not need to meet the prerequisite for IRBA’s approval for the purpose of conducting verification and issuing EMEs with B-BBEE Status Level Certificates.

5.3 Bidders other than EMEs must submit their original and valid B-BBEE status level verification certificate or a certified copy thereof, substantiating their B-BBEE rating issued by a Registered Auditor approved by IRBA or a Verification Agency accredited by SANAS.

5.4 A trust, consortium or joint venture, will qualify for points for their B-BBEE status level as a legal entity, provided that the entity submits their B-BBEE status level certificate.

5.5 A trust, consortium or joint venture will qualify for points for their B-BBEE status level as an unincorporated entity, provided that the entity submits their consolidated B-BBEE scorecard as if they were a group structure and that such a consolidated B-BBEE scorecard is prepared for every separate bid.

5.6 Tertiary institutions and public entities will be required to submit their B-BBEE status level certificates in terms of the specialized scorecard contained in the B-BBEE Codes of Good Practice.

5.7 A person will not be awarded points for B-BBEE status level if it is indicated in the bid documents that such a bidder intends sub-contracting more than 25% of the value of the contract to any other enterprise that does not qualify for at least the points that such a bidder qualifies for, unless the intended sub-contractor is an EME that has the capability and ability to execute the sub-contract.

5.8 A person awarded a contract may not sub-contract more than 25% of the value of the contract to any other enterprise that does not have an equal or higher B-BBEE status level than the person concerned, unless the contract is sub-contracted to an EME that has the capability and ability to execute the sub-contract.

6. BID DECLARATION

6.1 Bidders who claim points in respect of B-BBEE Status Level of Contribution must complete the following:

Part T2: of 62


7. B-BBEE STATUS LEVEL OF CONTRIBUTION CLAIMED IN TERMS OF PARAGRAPHS 1.3.1.2 AND 5.1

7.1 B-BBEE Status Level of Contribution: …………. = …………… (maximum of 10 points)

(Points claimed in respect of paragraph 7.1 must be in accordance with the table reflected in paragraph 5.1 and must be substantiated by means of a B-BBEE certificate issued by a Verification Agency accredited by SANAS or a Registered Auditor approved by IRBA or an Accounting Officer as contemplated in the CCA).

Part T2: of 62


8 SUB-CONTRACTING 8.1 Will any portion of the contract be sub-contracted? YES / NO (delete which is not applicable)

8.1.1 If yes, indicate:(i) what percentage of the contract will be subcontracted? ............……………….…%

(ii) the name of the sub-contractor? …………………………………………………………..

(iii) the B-BBEE status level of the sub-contractor? ……………..

(iv) whether the sub-contractor is an EME? YES / NO (delete which is not applicable)

9 DECLARATION WITH REGARD TO COMPANY/FIRM

9.1 Name of firm :........…………………………………………………………………….

9.2 VAT registration number : …………………………………………………………………….

9.3 Company registration number : …………………………………………………………………….

9.4 TYPE OF COMPANY/ FIRM

Partnership/Joint Venture / Consortium One-person business/sole propriety Close corporation Company (Pty) Limited

[TICK APPLICABLE BOX]

9.5 DESCRIBE PRINCIPAL BUSINESS ACTIVITIES

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

9.6 COMPANY CLASSIFICATION

Manufacturer Supplier Professional service provider Other service providers, e.g. transporter, etc.

[TICK APPLICABLE BOX]

9.7 MUNICIPAL INFORMATION

Municipality where business is situated…………………………………………………………………..

Registered Account Number …………………………….

Stand Number ……………………………………………….

9.8 TOTAL NUMBER OF YEARS THE COMPANY/FIRM HAS BEEN IN BUSINESS? ……………………………

9.9 I/we, the undersigned, who is / are duly authorised to do so on behalf of the company/firm, certify that the points claimed, based on the B-BBE status level of contribution indicated in paragraph 7 of the foregoing certificate, qualifies the company/ firm for the preference(s) shown and I / we acknowledge that:

Part T2: of 62


(i) The information furnished is true and correct;

(ii) The preference points claimed are in accordance with the General Conditions as indicated in paragraph 1 of this form.

(iii) In the event of a contract being awarded as a result of points claimed as shown in paragraph 7, the contractor may be required to furnish documentary proof to the satisfaction of the purchaser that the claims are correct;

(iv) If the B-BBEE status level of contribution has been claimed or obtained on a fraudulent basis or any of the conditions of contract have not been fulfilled, the purchaser may, in addition to any other remedy it may have –

(a) disqualify the person from the bidding process;

(b) recover costs, losses or damages it has incurred or suffered as a result of that person’s conduct;

(c) cancel the contract and claim any damages which it has suffered as a result of having to make less favourable arrangements due to such cancellation;

(d) restrict the bidder or contractor, its shareholders and directors, or only the shareholders and directors who acted on a fraudulent basis, from obtaining business from any organ of state for a period not exceeding 10 years, after the audi alteram partem (hear the other side) rule has been applied; and

(e) forward the matter for criminal prosecution

WITNESSES:

1. ………………………………………

……………………………………SIGNATURE(S)OF BIDDER(S)

2. ………………………………………

DATE:………………………………..

ADDRESS:…………………………..

….…………………………………….

……………………………………….

…………….…………………………

Part T2: of 62


FORM RDC 1SCHEDULE OF TENDERER’S EXPERIENCE

The following is a statement of similar work successfully executed by myself / ourselves:

EMPLOYER, CONTACT PERSON AND TELEPHONE NUMBER.

DESCRIPTION OF CONTRACTVALUE OF WORK INCLUSIVE OF VAT (RAND)

DATECOMPLETED

1.___________________

___________________(Name)

________________________

(Telephone Number)

2.___________________

___________________(Name)

________________________

(Telephone Number)

3.___________________

___________________(Name)

________________________

(Telephone Number)

4.___________________

___________________(Name)

__________________________________

__________________________________

__________________________________

__________________________________

__________________________________

__________________________________

__________________________________

__________________________________

__________________________________

__________________________________

__________________________________

__________________________________

__________________________________

__________________________________

__________________________________

______________

______________

______________

______________

______________

______________

_____________

______________

______________

______________

Part T2: of 62


________________________

(Telephone Number)

5.___________________

___________________(Name)

________________________

(Telephone Number)

Part T2: of 62


FORM RDC 2SCHEDULE OF PROPOSED SUBCONTRACTORS

You, the client, are hereby notified that it is our intention to employ the following Subcontractors for work on this contract.

If we are awarded a contract, we agree that this notification does not change the requirement for us to submit the names of proposed Subcontractors in accordance with requirements in the contract for such appointments. If there are no such requirements in the contract, then your written acceptance of this list shall be binding between us.

NAME AND ADDRESS OF PROPOSED SUBCONTRACTOR NATURE AND EXTENT OF WORK

1.

2.

3.

4.

5.

Part T2: of 62


FORM RDC 3SCHEDULE OF PLANT AND EQUIPMENT

The following are lists of major items of relevant equipment that I/we presently own or lease and will have available for this contract or will acquire or hire for this contract if my/our tender is accepted.

1. Details of major equipment that is owned by and immediately available for this contract.

QUANTITY DESCRIPTION, SIZE, CAPACITY, ETC.

(Attach additional pages if more space is required)

2. Details of major equipment that will be hired, or acquired for this contract if my/our tender is acceptable.

QUANTITY DESCRIPTION, SIZE, CAPACITY, ETC.

(Attach additional pages if more space is required)

Part T2: of 62


FORM RDC 4COMPLIANCE WITH OHSA

(Act 85 of 1993)

Tenderers are required to satisfy the Employer and the Engineer as to their ability and available resources to comply with the above by answering the following questions and providing the relevant information required below.

1. Is your company familiar with the OHSA (ACT 85 of 1993) and its Regulations and do you have a copy available? YES NO

2. Who will prepare your company’s Health and Safety Plan?Provide a copy of the person/s curriculum vitae/s or company profile.

3. Does your company have a health and safety policy?If YES provide a copy. YES NO

4. How is this policy communicated to your employees?Provide supporting documentation to prove such communication YES NO

5. Does your company keep record of safety aspects of each site where work is performed? If YES, what records are kept?

YES NO

6. Does your company conduct monthly safety meetings? If YES, provide copies of the Minutes of the last 2 meetings held. YES NO

7. Does your company have a safety officer in its employment, responsible for overall safety of your company? If YES, explain his/her duties and provide a copy of his/her CV (only if not the same person as in question 2 above)If NO, indicate who will be appointed as safety officer for this project and provide a copy of his/her CV.

YES NO

8. Indicate the total number of employees in the Company.……………..

9. Does your company have trained first aid employees?If YES, indicate who. YES NO

10. Does your company have a safety induction training programme in place? If YES, provide a summary of topics covered in such induction training programme YES NO

Part T2: of 62





SIGNATURE:

DATE:


FORM RDC 5RECORD OF SERVICES PROVIDED TO ORGANS OF STATE

Tenderers are required to complete this record in terms of the Supply Chain Management Regulations issued in terms of the Municipal Finance Management Act of 2003.

Include only those contracts where the tenderer identified in the signature block below was directly contracted by the Employer. Tenderers must not include services provided in terms of a sub-contract agreement.

Where contracts were awarded in the name of a joint venture and the tenderer formed part of that joint venture, indicate in the column entitled “Title of the contract for the service” that the contract was in joint venture and provide the name of the joint venture that contracted with the employer. In the column for the value of the contract for the service, record the value of the portion of the contract performed (or to be performed) by the tender.

Complete the record or attach the required information in the prescribed tabulation.

All services commenced AND completed to an organ of state in the last five years# Organ of state, i.e. national or

provincial department, public entity, municipality or municipal entity.

Title of contract for the service

Value of contract for service incl. VAT (Rand)

Date completed (State current if not yet completed)

1.

2.

3.

4.

5.

6.

7.

8.

9.

(Attach additional pages if more space is required.)

Part T2: of 62





SIGNATURE:

DATE:


FORM RDC 6COMPANY INFORMATION FOR TENDERS GREATER THAN R10 MILLION

1. The tenderer is required by law to prepare annual financial statements for auditing and is therefore

requested to provide audited annual financial statements:

for the past three years; or

since their establishment if established during the past three years.

Indicate whether these have been included in the tender: YES / NO

2. Does the tenderer have any undisputed commitments for Municipal services towards a municipality or other

service provider in respect of which payment is overdue for more than 30 days? YES / NO

If so, state particulars

3. Has any contracts been awarded to the tenderer by an organ of state during the past five years? YES / NOIf so, state particulars

4. Has there been any material non-compliance or dispute concerning the execution of such contract?YES / NOIf so, state particulars

5. Is any portion of the goods or services expected to be sourced out from outside the Republic? YES / NOIf so, state what portion and whether any portion of payment from the Municipality is expected to be

transferred out of the Republic.

Part T2: of 62





SIGNATURE:

DATE:


FORM RDC 7CLASSIFICATION OF BUSINESS

1. THE SMALL BUSINESSES ARE DEFINED IN THE NATIONAL SMALL BUSINESS ACT, 1996 (ACT 102 OF 1996).

2. INFORMATION FURNISHED WITH REGARD TO THE CLASSIFICATION OF THE SMALL BUSINESSESa. Indicate whether the company/entity is defined as a small, medium or micro enterprise by the National

Small Business Act, 1996 (Act 102 of 1996). YES / NO

b. If the response to paragraph is YES, the following must be completed:

i. Sector/sub-sector in accordance with the Standard Industrial classification

ii. Size or class

iii. Total full-time equivalent of paid employees

iv. Total annual turnover

v. Total gross asset value (fixed property excluded)

(A schedule indicating the different sectors is attached to this form.)

The tenderer should substantiate the information provided above by submitting the following documentation:

c. A letter from the tenderer’s auditor or an affidavit from the South African Police Services confirming the

correctness of the abovementioned information,

d. Company profile indicating the tenderer’s staff compliment, and

e. 3-year financial statement or since their establishment if established during the past 3 years.

Part T2: of 62


‘‘SCHEDULE”(See definition of ‘small businesses’ in section)

SIZE OF CLASSTHE TOTAL FULL-TIME EQUIVALENT OF PAID

EMPLOYEESTOTAL TURNOVER

TOTAL GROSS ASSET VALUE (FICED

PROPERTY EXCLUDED)ARGRICULTURE

Medium 100 R 5 mil R 5 milSmall 50 R 3 mil R 3 milVery Small 10 R 500 000 R 500 000Micro 5 R 200 000 R 100 000

MINING AND QUARRYINGMedium 200 R 39 mil R 23 milSmall 50 R 10 mil R 6 milVery Small 20 R 4 mil R 2 milMicro 5 R 200 000 R 100 000

MANUFACTURINGMedium 200 R 51 mil R 19 milSmall 50 R 13 mil R 5 milVery Small 20 R 5 mil R 2 milMicro 5 R 200 000 R 100 000

ELECTRICITY, GAS & WATERMedium 200 R 51 mil R 19 milSmall 50 R 13 mil R 5 milVery Small 20 R 5.1 mil R 1.9 milMicro 5 R 200 000 R 100 000

CONSTRUCTIONMedium 200 R 26 mil R 5 milSmall 50 R 6 mil R 1 milVery Small 20 R 3 R 500 000Micro 5 R 200 000 R 100 000

RETAIL AND MOTOR TRADE & REPAIR SERVICESMedium 200 R 39 mil R 6 milSmall 50 R 19 mil R 3 milVery Small 20 R 4 mil R 600 000Micro 5 R 200 000 R 100 000

WHOLESALE TRADE, COMMERCIAL AGENTS AND ALLIED SERVICESMedium 200 R 64 mil R 10 milSmall 50 R 32 mil R 5 milVery Small 20 R 6 mil R 600 000Micro 5 R 200 000 R 100 000

CATERING, ACCOMODATION AND OTHER TRADEMedium 200 R 13 mil R 3 milSmall 50 R 6 mil R 1 milVery Small 20 R 5.1 mil R 1.9 milMicro 5 R 200 000 R 100 000

TRANSPORT, STORAGE & COMMUNICATIONSMedium 200 R 26 mil R 6 milSmall 50 R 13 mil R 3 milVery Small 20 R 3 mil R 600 000Micro 5 R 200 000 R 100 000

FINANCE & BUSINESS SERVICESMedium 200 R 26 mil R 5 milSmall 50 R 13 mil R 3 milVery Small 20 R 3 mil R 500 000Micro 5 R 200 000 R 100 000

COMMUNITY, SOCIAL AND PERSONAL SERVICES

Part T2: of 62


Medium 200 R 13 mil R 6 milSmall 50 R 6 mil R 3 milVery Small 20 R 1mil R 600 000Micro 5 R 200 000 R 100 000

Part T2: of 62


FORM RDC 8CERTIFICATE OF AUTHORITY OF SIGNATORY

RESOLUTION of a meeting of the Board of *Directors / Members / Partners of:

(Legally correct full name and registration number, if applicable, of the Enterprise)

Held at (place)

On (date)

RESOLVED that:

1. The Enterprise submits a Bid / Tender to the City of Tshwane in respect of the following project:

(Project description as per Bid / Tender Document)

Bid / Tender Number: (Bid/Tender No as per Bid/Tender Document)

2. Mr/Mrs/Ms:

In *his/her capacity as: (Position in the Enterprise)

And who will sign as follows:

be, and is hereby, authorised to sign the Bid/Tender, and any and all other documents and/or

correspondence in connection with and relating to the Bid/Tender to the Enterprise mentioned above.

NAME CAPACITY SIGNATURE

1

2

3

4

5

6

7

8

9

10

Part T2: of 62

NOTE:1. *Delete which is not applicable2. NB: This resolution must be signed by all

the Directors/Members/Partners of the Bidding Enterprise

3. Should the number of Directors/Members/Partners exceed the space available above, additional names and signatures must be supplied on a separate page.

ENTERPRISE STAMP


CERTIFICATE OF AUTHORITY FOR JOINT VENTURES AND CONSORTIA

This Returnable Schedule is to be completed by joint ventures.(Attach additional pages if more space is required.)

We, the undersigned, are submitting this tender offer in a Joint Venture / Consortium and hereby authorise Mr/Ms

authorised signatory of the company

acting in the capacity of lead partner, to

sign all documents in connection with the tender offer and any contract resulting from it on our behalf.

Registered Name Of Firm Reg. Number

%Of

Contract Value

AddressDuly

Authorized Signatory

Mark(x)

LeadPartner

Part T2: of 62


FORM RDC 9STATUS OF CONCERN SUBMITTING TENDER

1. General

State whether the tenderer is a company, a closed corporation, a partnership, a sole practitioner or a joint venture:

(Mark the appropriate option below)Public Company

Private Company

Closed Corporation

Partnership

Sole Proprietary

Joint Venture

Co-operative

2. Information To Be Provided

If the Tendering Entity is a: Documentation to be submitted with the tender1 Closed Corporation, incorporated

under the Close Corporation Act,1984, Act 69 of 1984

CIPRO CK1 or CK2 (Copies of the founding statement) and list of members

2 Private Company incorporated with share capital, under the companies Act, 1973, Act 61of 1973(including Companies incorporated under Art 53 (b))

Copies of:a) CIPRO CM 1 - Certificate of Incorporationb) CIPRO CM 29 – Contents of Register of Directors, Auditors

and Officersc) Shareholders Certificates of all Members of the Company.

3 Private Company incorporated with share capital, under the companies Act, 1973, Act 61of 1973 in which any, or all, shares are held by another Closed Corporation or company with, or without, share capital.

Copies of documents referred to in 1 and/or 2 above in respect of all such Closed Corporations and/or Companies

4 Public Company incorporated with share capital, under the companies Act, 1973, Act 61of 1973(including Companies incorporated under Art 21).

A signed statement of the Company’s Secretary confirming that the Company is a public Company.

Copy of CM 29

5 Sole Proprietary or a Partnership Copy of the Identity Document of:a) such Sole Proprietary, or b) Each of the Partners in the PartnershipCertified copy of the Partnership agreement.

Part T2: of 62


If the Tendering Entity is a: Documentation to be submitted with the tender6 Co-operative CIPRO CR2 - Copies of Company registration document. (The

percentage of work to be done by each partner must clearly be indicated on Form RDB1 (or RDB2 as applicable) of the tender document: MBD6.1 Preference Points Claim Form in terms of the Preferential Procurement Regulations 2001)

7 Joint Venture All the documents (as described above) as applicable to each partner in the JV as well as a certified copy of the Joint Venture agreement. (The percentage of work to be done by each partner of the joint venture must clearly be indicated in the Joint Venture Agreement)

Note:

1.) If the shares are held in trust provide a copy of the Deed of Trust (only the front page and pages listing the

trustees and beneficiaries are required) as well as the Letter of Authority as issued by the Master of the

Supreme Court, wherein trustees have been duly appointed and authorised, must be provided.

2.) Include a copy of the Certificate of Change of Name (CM9) if applicable.

3. Registered For Vat Purposes In Terms Of The Value-Added Tax Act, (Act Nr. 89 of 1991)

(Make an X in the appropriate space below)

Yes

No

REGISTRATION NO:

Part T2: of 62


RDC10

INDEPENDENT BID DETERMINATION

1. This Municipal Bidding Document (MBD) must form part of all bids1 invited.

2. Section 4 (1) (b) (iii) of the Competition Act No. 89 of 1998, as amended, prohibits an agreement between,

or concerted practice by, firms, or a decision by an association of firms, if it is between parties in a horizontal

relationship and if it involves collusive bidding (or bid rigging) 2. Collusive bidding is a pe se prohibition

meaning that it cannot be justified under any grounds.

3. Municipal Supply Regulation 38 (1) prescribes that a supply chain management policy must provide

measures for the combating of abuse of the supply chain management system, and must enable the

accounting officer, among others, to:

a. Take all reasonable steps to prevent such abuse;

b. Reject the bid of any bidder if that bidder or any of its directors has abused the supply chain

management system of the municipality or municipal entity or has committed any improper conduct

in relation to such system; and

c. Cancel a contract awarded to a person if the person committed any corrupt or fraudulent act during

the bidding process or the execution of the contract.

4. This MBD serves as a certificate of declaration that would be used by institutions to ensure that, when bids

are considered, reasonable steps are taken to prevent any form of bid-rigging.

5. In order to give effect to the above, the attached Certificate of Bid Determination (MBD 9) must be

completed and submitted with the bid.

1 Includes price quotations, advertised competitive bids, limited birds and proposals.2 Bid rigging (or collusive bidding) occurs when businesses, that would otherwise be expected to compete, secretly conspire to raise prices of lower the quality of goods and / or services for purchasers who wish to acquire goods and / or services through a bidding process. Bid rigging is, therefore, an agreement between competitors not to compete.

Part T2: of 62


CERTIFICATE OF INDEPENDENT BID DETERMINATION

I, the undersigned, in submitting the accompanying bid:

(Bid Number and Description)

In response to the invitation for the bid made by:

(Name of Municipality/Municipal Entity)

Do hereby make the following statement that I certify to be true and complete in every respect:

I certify, on behalf of: that:

(Name of Bidder)

1. I have read and understand the contents of this Certificate;

2. I understand that the accompanying bid will be disqualified if this Certificate is found not to be true and

compete in every respect;

3. I am authorised by the bidder to sign this Certificate, and to submit the accompanying bid, on behalf of the

bidder;

4. Each person whose signature appears on the accompanying bid has been authorised by the bidder to

determine the terms of, and to sign, the bid, on behalf of the bidder;

5. For the purposes of this Certificate and the accompanying bid, I understand that the word “competitor”” shall

include any individual or organization, other that the bidder, whether or not affiliated with the bidder who:

a. Has been requested to submit a bid in response to this bid invitation, based on their qualifications,

abilities or experience; and

b. Could potentially submit a bid in response to this bid invitation, based on their qualifications, abilities or

experience; and provides the same goods and services as the bidder and/or is in the same line of

business as the bidder.

6. The bidder has arrived at the accompanying bid independently form, and without consultation,

communication, agreement or arrangement with any competitor. However, communication between partners

in a joint venture or consortium3 will not be construed as collusive bidding.

7. In particular, without limiting the generality of paragraphs 6 above, there has been no consultation,

communication, agreement of arrangement with any competitor regarding:

a. Prices;

b. Geographical area where product of services will be rendered (market allocation);

c. Methods, factors of formulas used to calculate prices;

d. The intention or decision to submit or not to submit, a bid;

e. The submission of a bid which does not meet the specifications and conditions of the bid; or

f. Bidding with the intention not to win the bid.

Part T2: of 62


8. In addition, there have been no consultations, communications, agreements or arrangement with any

competitor regarding the quality, quantity, specifications and conditions or delivery particulars of the

products or services to which this bid invitation relates.

9. The terms of the accompanying bid have not been, and will not be, disclosed by the bidder, directly or

indirectly, to any competitor, prior to the date and time of the official bid opening or to the awarding of the

contract.

10. I am aware that, in addition and without prejudice to any other remedy provided to combat any restrictive

practises related to bids and contracts, bids that are suspicious will be reported to the Competition

Commission for investigation and possible imposition of administrative penalties in terms of section 59 of the

Competition Act No. 89 of 1998 and or may be reported to the National Prosecuting Authority (NPA) for

criminal investigation and or may be restricted form conduction business with the public sector for a period

not exceeding ten (10) years in terms of the Prevention and combating of Corrupt Activities Act No. 12 of

2004 or any other applicable legislation.3 Joint venture of Consortium means an associations of persons for the purpose of combining their expertise, property, capital, efforts, skill and knowledge in an activity for the execution of a contract.

Part T2: of 62





SIGNATURE:

DATE:


RDC11

BANK RATING REPORT

Banking Details:

Bank:

Branch:

Name of Account:

Account No:

Type of Account:

The Tenderer shall affix a Bank Rating Report, stamped and verified by the bank, to this page.

Part T2: of 62


RDD 1FIRST PROGRAMME AND METHOD STATEMENTS

Attach as part of your tender submission a first programme with supporting method statements.

Note:

Part T2: of 62


FORM RDD 2ESTIMATED MONTHLY EXPENDITURE ON CONTRACT WORKS BY TENDERER

The tenderer shall, in the table below, state the estimated cash flow on the contract based on his preliminary programme, his tendered unit rates and his submission of payment certificates to the Employer. Amounts for Contract Price Adjustment shall not be included.

Payment Certificate

No.

Amount (VAT Included)a b a-b

Cumulative cash flowPayments Received Expenditure Net cash flow

1 None d j=d

2 e k=j+e

3 f l=k+f

4 g m=l+g

5 h n=m+h

6 etc etc

7

8

9

10

11

12

13

14

etc

Maximum negative cash flow: take the largest negative number in the last column and write it here

From what sources will you fund the above amount (e.g. funds internally available, bank overdraft, loan, partner (his source), etc.)

Part T2: of 62


FORM RDD 3KEY PERSONNEL / MANAGEMENT AND SUPERVISORY STAFF

The Tenderer shall insert in the spaces below, the name of key personnel to be engaged on the Contract.

NAME CATEGORY * LOCAL OR NON LOCAL

1.

2.

3.

4.

5.

6.

7.

8.

9.

10.

11.

12.

(Attach additional pages if more space is required.)

* The Contractor shall fill in the various categories, e.g. Site, Agent, Foreman, Trainers, Plant Operators, Clerks, Technicians, Laboratory Assistants, etc as required.

Part T2: of 62


FORM RDD 4QUALITY MANAGEMENT SYSTEMS

Briefly describe the construction quality system incorporated by the tenderer in his organisation and which will be applicable to this Contract.

Inte

rnal

Exte

rnal Name of responsible Company /or Person (In case of

Person give years’ experience and qualification)

Survey: Setting out of the works and control

Testing Laboratory

Additional quality systems

Part T2: of 62


FORM RDE 1RECORD OF ADDENDA TO TENDER DOCUMENTS

We confirm that the following communications received from the Employer before submission of this tender, amending or amplifying the tender documents, have been taken in account in this tender offer:

DATE TITLE OR REFERENCE

1.

2.

3.

4.

5.

6.

7.

8.

9.

10.

Part T2: of 62





SIGNATURE:

DATE:


FORM RDE 2PROPOSED AMENDMENTS

The Tenderer should record any deviations or qualifications he may wish to make to the tender documents in this Returnable Schedule. Alternatively, a tenderer may state such deviations and qualifications in a covering letter to his tender and reference such letter in this schedule.

The Tenderer’s attention is drawn to clause 3.8 of the Standard Conditions of Tender referenced in the Tender Data regarding the Employer’s handling of material deviations and qualifications.

PAGE CLAUSE OR ITEM PROPOSAL

Part T2: of 62





SIGNATURE:

DATE:


FORM RDE 3COST PRICE ADJUSTMENT (CPA)

LOCAL CONTENT (SEIFSA) Is/Are the tender price/s firm until the end of contract period? (YES/NO)

If not:

LOCAL CONTENT:

Submit the cost factors which will be taken into account in the event of price increase/decrease, as well as the compilation of the tender price/s, i.e. cost price, transport cost, margin of profit, etc.

INDEX FIGURE AND BASE DATE (E.G., SEIFSA TABLE E1)

Fixed a= 0.1

Material b=

Labour c=

Transport d=

Profit e=

Other

Total 1

Part T2: of 62





SIGNATURE:

DATE:


FORM RDE 4COST PRICE ADJUSTMENT (CPA)

IMPORTED CONTENT (FOREX)

Is/Are the tender price/s firm until the end of contract period? YES/NO):

If not:

IMPORTED CONTENT:

When the price/s is/are subject to the rate of exchange, submit the price basis on which the exchange rate will be based (e.g. F.O.B. value, fixed value in respect of foreign exchange, etc.)

(i) exchange rate upon which the bid price is based

(ii) What portion of the bid price (percentage or amount) will be affected by variations in the exchange rate?

NB: Tenderers are also required to submit a bank statement or an auditor's report regarding the actual exchange rate in respect of the transaction value paid to the overseas supplier.

Part T2: of 62





SIGNATURE:

DATE:


FORM RDE 5SCADA OPERATIONAL VERIFICATION

CITY OF TSHWANE

This Certifies that the Supplier (Tenderer):……………………….………………………………..…

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

Product Description offered:…………………………………………………………………………….……………………………………………………………………………………………………………..

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

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

Has performed the required compatibility verification tests on site of the customer, the customer being: The City of Tshwane, Electricity Department, Power Management, Operational Systems SCADA, Capital Park, Pretoria.

The criteria for SCADA compatibility being:

ITEM REQUIREMENT VERIFIEDYES/NO

1. Interfacing with the front-end processor utilizing DNP3.3 protocol.

2. Digital input status verification to mapped points, 1bit and 2bit.

3. Digital output control verification to mapped points.

4. Analogue input verification to mapped points.

5. Transformer tap position indication, verification.

6. Sequence of events (SOE) with time stamping verification.

These test were conducted on site on the:……………/…………………./……………………………

Approved and Witnessed by the following role players:

The Engineer, Tshwane, SCADA: ………….……….……….…..… Date …………..………...

The Supplier, Tenderer: ……………………………………….…..… Date …..………..….……

Consulting Engineers: …………………………………..……....…… Date ……..……….……..

Part T2: of 62





SIGNATURE:

DATE: