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Document Sample
REQUEST FOR QUOTATION
PROFESSIONAL SERVICES
QUOTATION DETAILS
QUOTATION NUMBER: AGRI/0809/DEV. LEARNING MATERIAL/CON011
CLOSE Date: 19 January 2009
Time: 11:00
DESCRIPTION: Development of a Set of Standardised Learning
Material for the Training of Members of Agricultural
Cooperatives which are registered with the
Department of Agriculture
BRIEFING SESSION: Yes No X
See division 1 on Special Conditions of Quotation and
Contract that the respondent needs to take note of.
DETAILS OF RESPONDENT
Organisation/individual:
Contact person:
Date:
Email address:
Telephone Number:
Cellular Number:
Fax Number:
Procurement process administered by Deloitte.
Quotation No: AGRI/0809/LEARNING MATERIAL/CON011 AgriSETA Quotation Document
Content Page
DOCUMENTS IN THIS QUOTATION DOCUMENT PACK
Please note that bid/bidder also means quotation/respondent.
Respondents are to ensure that they have received all pages of this document, which
consist of the following sections:
SECTION 1
Note: Documents in this section are for information to/instruction of respondents
and must not be returned with quotations.
Background
Special Conditions of Bid and Contract: Division 1
General Conditions of Contract (Available on the AgriSeta website at www.org.za)
Terms of Reference
Evaluation Process/Criteria
Contract Form (Rendering of Services) (Parts 1 & 2)/Letter of Acceptance/Formal
Contract
(The pro forma contract is only included for respondents to take note of the contents of the
contract that will be entered into with the successful contractor)
SECTION 2
Note: Documents in this section must be completed and returned or supplied with
quotations.
Special Conditions of Quotation and Contract: Division 2 – Special conditions that the
respondent needs to accept
Tax Clearance Certificate (The tax clearance certificate requirements page must not
be returned with quotations)
Declaration of Interest
Declaration of bidder’s past SCM practices
Preference Points Claim Form in terms of the Preferential Procurement Regulations
2001 (Purchases)
Preference Points Claim Form in terms of the Preferential Procurement Regulations
2001 (Promotion of Small Enterprises)
SECTION 3
Note: Documents in this section must be completed and returned or supplied with
quotations.
Invitation to Quote
CV Template Guideline
Page 2
Quotation No: AGRI/0809/LEARNING MATERIAL/CON011 AgriSETA Quotation Document
Content Page
Pricing Schedule (Professional Services)
Note: Deloitte is responsible for the procurement process
Page 3
Quotation No: AGRI/0809/LEARNING MATERIAL/CON011 AgriSETA Quotation Document
SECTION 1
SECTION 1
Page 4
Quotation No: AGRI/0809/LEARNING MATERIAL/CON011 AgriSETA Quotation Document
SECTION 1: Background
BACKGROUND
AgriSETA covers all the economic sub sectors previously demarcated to PAETA (Primary
Agriculture) and SETASA (Secondary Agriculture). As the list of sub sectors is identified by
their SIC codes, is quite extensive, the following is a broad summary:
All types of farming such as horticulture, animal husbandary, game, fish, crop and
mixed farms
Slaughtering and handling of meant and livestock products – red meat and poultry
(including egg production)
Processing of fibre, tea & coffee, macadamia nuts and tobacco
Packing, drying, liquefying, exporting and importing fruit
Milling, manufacture, storage and handling of sugar and grain products and starch
Animal feeds and pet foods
Sales and distribution of agricultural raw materials and other farming inputs and
requisites
Agricultural research
Pest Control
Seed production and marketing
The Minister of Labour, after consultation with the National Skills Development Authority,
has under section 9(1) of the Skills Development Act, 1998 (Act No. 97 of 1998) read with
Government Notice No. R.1082 of 7 September 1999 as amended, established the Sector
Education and Training Authorities (SETAs) as indicated in the Schedule 1 from 01 July
2005 to 31 March 2010 with a jurisdiction as indicated in schedule 2 of Government Notice
No. R.656. The functions of AgriSeta are inter alia to:
develop a sector skills plan within the framework of the national skills development
strategy;
implement its sector skills plan by establishing learnerships, approving workplace
skills plans, allocating grants as well as monitoring education training in the sector;
promote learnerships by identifying workplaces for practical work experience,
supporting the development of learning materials, improving the facilitation of
learning and assisting in the conclusion of learnership agreements;
register learnership agreements;
obtain accreditation from the South African Qualifications Authority;
collect and disburse the skills development levies in its sector;
liaise with the National Skills Authority on the national skills development policy, the
national skills development strategy as well as its sector skills plan;
report to the Director-General of Labour on its income and expenditure as well as
the implementation of it sector skills plan;
liaise with the employment services of the Department of Labour and any education
body established under any law regulating education in the Republic of South
Africa to improve information about employment opportunities and information
between education training providers and the labour market;
appoint staff necessary for the performance of its functions; and
perform any other duties imposed by the Skills Development Act and the Skills
Development Levies Act or consistent with the purposes thereof.
All the quotations by AgriSETA are intended to promote the objectives of AgriSETA.
Page 5
Quotation No: AGRI/0809/LEARNING MATERIAL/CON011 AgriSETA Quotation Document
SECTION 1: Special Conditions of Bid and Contract:: Division 1
SPECIAL CONDITIONS OF QUOTATION AND CONTRACT
PORTION 1: SPECIAL CONDITIONS THAT THE RESPONDENT NEEDS TO TAKE
NOTE OF
1 FRAUD AND CORRUPTION
1.1 All providers are to take note of the implications of contravening the Prevention
and Combating of Corrupt Activities Act, Act No 12 of 2004 and any other Act
applicable.
2 BRIEFING
2.1 No briefing session will be held.
3 CLARIFICATIONS/ QUERIES
3.1 Any clarification required by a respondent regarding the meaning or
interpretation of the Terms of Reference, or any other aspect concerning the
quotation, is to be requested in writing (letter, facsimile or e-mail) from Lizette du
Toit by not later than 12 January 2009 A reply will be forwarded within three (3)
working days. All questions and answers will be published on the AgriSETA
website and e-mails to all prospective respondents after the above date. The
quotation number should be mentioned in all correspondence. Telephonic
requests for clarification will not be accepted. If appropriate, the clarifying
information will be made available to all respondents by e-mail only.
4 SUBMITTING QUOTATIONS
4.1 One (1) original plus three (3) hard copies of the request for quote
document, i.e. four documents be handed in/delivered to:
The Procurement Manager
Deloitte
Deloitte Brooklyn House
Reception (bid box is here)
315 Veale Street
Brooklyn
Pretoria
4.2 NB: Respondents are to indicate on the cover of each document whether it
is the original or a copy.
4.3 Quotations should be submitted in a sealed envelope, marked with:
Quotation number: AGRI/0809/LEARNING MATERIAL/CON011
Closing date and time: 19 January 2009 at 11:00
The name and address of the respondent.
4.4 Documents submitted on time by respondents shall not be returned.
Page 6
Quotation No: AGRI/0809/LEARNING MATERIAL/CON011 AgriSETA Quotation Document
SECTION 1: Special Conditions of Bid and Contract:: Division 1
5 LATE SUBMISSIONS
5.1 Quotations received late shall not be considered. A quotation will be considered
late if it arrived only one second after 11:00 or any time thereafter. The tender
(bid) box shall be locked at exactly 11:00 and quotations arriving late will not be
considered under any circumstances. Quotations received late shall be returned
unopened to the respondent. Respondents are therefore strongly advised to
ensure that quotations be despatched allowing enough time for any unforeseen
events that may delay the delivery of the quotation.
5.2 Quotations sent to the AgriSETA via normal post or any other mechanism shall
be deemed to be received at the date and time of arrival at the AgriSETA
premises (tender/bid box or reception). Quotations received at the physical
address after the closing date and time of the quotation, shall therefore be
deemed to be received late.
5.3 Bidders should, in preparing their bids, plan for delays related to the load
shedding of electricity by ESKOM in order to submit bids on time. No late bids
due to load shedding will be considered.
6 DIRECTIONS TO DELOITTE OFFICES FOR DELIVERY OF QUOTATIONS
6.1 Physical Address
The Procurement Manager
Deloitte
Deloitte Brooklyn House
Reception (bid box is here)
315 Veale Street
Brooklyn
Pretoria
Page 7
Quotation No: AGRI/0809/LEARNING MATERIAL/CON011 AgriSETA Quotation Document
SECTION 1: Special Conditions of Bid and Contract:: Division 1
DIRECTIONS TO DELOITTE
N1 North N1 South
At
Lynnwood Road
rbu te
Charles Street
ry
Ro
d
ad
oa
fR
oo
rkl
ate
W
Duncan Street Brooklyn Deloitte
Circle Brooklyn Bank Waterkloof House
Mall Forum
Fehrsen Street Deloitte Brooklyn
Brooklyn House
Veale Street Square
Middle Street
Bronkhorst Street
Veale Street
SARS
Dey Street
Queen Wilhelmina Ave
George Storrar
R21 to
Nelson Mandela Ave (R21) to Pretoria
Fountain
OR Tambo
International
Circle
Eeufees Road (off ramp)
R28
Page 8
Quotation No: AGRI/0809/LEARNING MATERIAL/CON011 AgriSETA Quotation Document
SECTION 1: Special Conditions of Bid and Contract:: Division 1
7 NEGOTIATION
7.1 The AgriSETA and Deloitte have the right to enter into negotiation with a
prospective contractor regarding any terms and conditions, including price(s), of
a proposed contract.
7.2 The AgriSETA shall not be obliged to accept the lowest of any quotation, offer or
proposal.
7.3 All respondents will be informed whether they have been successful or not. A
contract will only be deemed to be concluded when reduced to writing in a formal
contract signed by the designated responsible person of both parties. The
designated responsible person of the AgriSETA is Mr Jerry Madiba or his written
authorised delegate.
8 REASONS FOR REJECTION
8.1 The AgriSETA shall reject a proposal for the award of a contract if the
recommended respondent has committed a proven corrupt or fraudulent act in
competing for the particular contract.
8.2 The AgriSETA may disregard the quotation of any respondent if that respondent,
or any of its directors:
8.2.1 Have abused the SCM system of the AgriSETA.
8.2.2 Have committed proven fraud or any other improper conduct in relation to such
system.
8.2.3 Have failed to perform on any previous contract and the proof exists.
8.3 Such actions shall be communicated to the National Treasury.
9 PAYMENTS
9.1 AgriSETA will pay the Contractor the fees set out in the final contract according
to the table of deliverables. No additional amounts will be payable by the
AgriSETA to the Contractor.
9.1.1 The Contractor shall from time to time during the currency of the contract,
invoice the AgriSETA for the services rendered.
9.1.2 The invoice must be accompanied by supporting source document(s) containing
detailed information, as AgriSETA may reasonably require, for the purposes of
establishing the specific nature, extent and quality of the services which were
undertaken by the Contractor.
9.1.3 No payment will be made to the Contractor unless an original tax invoice
complying with section 20 of the VAT Act No 89 of 1991, as amended, has been
submitted to the AgriSETA.
9.1.4 Payment shall be made by bank transfer into the Contractor’s back account
normally 30 days after receipt of an acceptable, original, valid tax invoice.
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Quotation No: AGRI/0809/LEARNING MATERIAL/CON011 AgriSETA Quotation Document
SECTION 1: Special Conditions of Bid and Contract:: Division 1
Money will only be transferred into a South African bank account. (Banking
details must be submitted as soon as the bid is awarded).
9.2 The Contractor shall be responsible for accounting to the appropriate authorities
for its income tax, VAT or other moneys required to be paid in terms of the
applicable law.
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Quotation No: AGRI/0809/LEARNING MATERIAL/CON011 AgriSETA Quotation Document
SECTION 1: General Conditions of Contract
GENERAL CONDITIONS OF CONTRACT
1 The General Conditions of Contract are available on the AgriSETA Website or
on request.
http://www.treasury.gov.za/divisions/sf/sc/General%20Conditions%20of%20Contract-
revised%20word%20version%209-10-06.pdf
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Quotation No: AGRI/0809/LEARNING MATERIAL/CON011 AgriSETA Quotation Document
SECTION 1: Terms of Reference
TERMS OF REFERENCE (TOR)
TERMS OF REFERENC FOR THE DEVELOPMENT OF A SET OF STANDARDISED
LEARNING MATERIAL FOR THE TRAINING OF MEMBERS OF AGRICULTURAL
COOPERATIVES WHICH ARE REGISTERED WITH THE DEPARTMENT OF
AGRICULTURE
1. Background
In many countries around the world co-operatives have proofed to be appropriate
vehicles in promoting development and growth through which wealth and better
living conditions for people are created with the involvement of themselves.
Although agricultural co-operatives were legally founded and registered with the
Department of Agriculture, their development met with less success due to a lack of
an environment conducive to their development.
One of the greatest challenges facing agricultural cooperatives is capacity building
and training that can enable cooperatives to move towards self sustainable and
viable agricultural enterprises.
Cooperatives therefore can be instrumental to give the poor women, youth and
other marginalized member of the community a purpose and pride as a result of
their financial independence and contributions to the economy of the country, their
successes can therefore eventually relieve government from budgetary and fiscal
pressures regarding human development.
In order to support these agricultural cooperative to develop toward financial
independence and economic viable enterprises, the Department of Agriculture
wishes to embark on a skills development strategy which will enable the members
of the agricultural cooperative to conduct the enterprise by applying sound financial
and management principles and practices.
Therefore the Department of Agriculture conducted a skills needs analysis with a
limited scope with fifteen registered cooperatives within five provinces. From this
study, it was clear that the members recognise that there is a dire need for training
to support them with the business aspect of their enterprises. The Department
furthermore required that all training conducted, should be linked to unit standards
which are registered on the National Qualifications Framework and that the
learning material used in the training, adheres to general Outcomes Base
Education and Training principles and that it is suitable to the needs and literacy
levels of the target group.
It is against this background that the AgriSETA undertakes to appoint, in
conjunction with the Department of Agriculture, a service provider to assist with the
development of learning material that will address the skills development needs of
the target group.
2. The Requirement for Skills Development
In order to have information available on the skills development needs of the
Cooperative and other information which might influence the skills development
process of the target group, the Department of Agriculture commissioned a survey
of limited scope to have a profile of the target group.
Through this survey, it became clear that the Cooperatives are in dire need for
training, specifically training for skills related to business principles as relevant in
the operation of the Cooperative. These skills needs to include (but are not limited
to) the following business aspects:
Cooperatives (Governance, functions and roles of members)
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Quotation No: AGRI/0809/LEARNING MATERIAL/CON011 AgriSETA Quotation Document
SECTION 1: Terms of Reference
Starting a Business
General Business Management
Financial Management
Financing the Cooperative
Business Plans
General Administration
Equipment and facilities, stock and procurement, storage
Marketing
Managing risks
Product Pricing
Human Resource Management
Operating within the community
Based on the findings of the above-mentioned skills needs analysis, the
Department of Agriculture has established he need to offer suitable skills
development in the form of skills programs to members of Agricultural Co-
operatives. The requirements for such skills development are that it is:
Tailor made to address the needs of the target group
Aligned to unit standards
Learners will achieve credits on the National Learner Record Data Base
Supports Outcomes Based Education and Training principles
Supports Action-oriented Learning principles
That illiteracy will not form a barrier to learning and achieving learning
outcomes, even should learning be pitched at NQF level 2 of above.
3. The need for Learning Material to Support Training Initiatives to the
Cooperatives
With the aim of supporting the above-mentioned skills development of the
agricultural cooperatives, the AgriSETA recognises the importance of suitable
learning material which meets the above-mentioned requirements to support the
skills development process.
4. Commissioning the Development of Suitable Learning Material:
Taking the above into consideration, seven registered unit standards have been
identified for development in a first phase of material development. It is however,
Page 13
Quotation No: AGRI/0809/LEARNING MATERIAL/CON011 AgriSETA Quotation Document
SECTION 1: Terms of Reference
recognised that the seven unit standards would only address the most crucial
training needs of the Agricultural Cooperatives. It is envisaged that the rest of the
skills needs would be addressed during a next phase.
Therefore, the AgriSETA is commissioning the development of suitable learning
material in outcomes based format for institutional as well as workplace learning
aligned to the following selected seven unit standards.
U std Unit Standard NQF Learning Standards Field C
ID Title Level Subfield Generating r
Body (SGB) e
d
i
t
s
13995 Demonstrate Level Generic Interim SCB Field 03 - 2
an 1 management for Business, Business,
understanding Commerce, Commerce
of contracts Management and
and their Studies Management
sources Studies
14001 Demonstrate Level Generic Interim SCB Field 03 - 4
an 1 management for Business, Business,
understanding Commerce, Commerce
of managerial Management and
expertise and Studies Management
administrative Studies
capabilities
10009 Demonstrate Level Generic Interim SCB Field 03 - 3
the ability to 1 management for Business, Business,
start and run a Commerce, Commerce
business and Management and
adapt to a Studies Management
changing Studies
business
environment
10007 Identify, Level Generic Interim SCB Field 03 - 3
analyse and 1 management for Business, Business,
select Commerce, Commerce
business Management and
opportunities Studies Management
Studies
116165 Define Level Agriculture Primary Field 0 – 2
production and 1 and Agriculture Primary
understand the Conservation Agriculture
basic activities
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Quotation No: AGRI/0809/LEARNING MATERIAL/CON011 AgriSETA Quotation Document
SECTION 1: Terms of Reference
U std Unit Standard NQF Learning Standards Field C
ID Title Level Subfield Generating r
Body (SGB) e
d
i
t
s
of production /
conversion in
the agri-
business
environment
116164 Demonstrate Level Agriculture Primary Field 0 – 2
an 1 and Agriculture Primary
understanding Conservation Agriculture
of the
importance of
marketing
116159 Identify the Level Agriculture Primary Field 0 – 2
need for 1 and Agriculture Primary
capital and Conservation Agriculture
understand the
need for the
recording of
the income
and different
costs in an
agri-business
5. Deliverables and Requirements
A full set of standardised learning material (modules), which adheres to the
requirements below, must be developed for the above listed unit standards:
5.1 NQF Aligned:
The learning material is developed, according to the above listed NQF registered
unit standards
5.2 Requirements for Learning Material:
5.3 Learning material should be developed, meeting the following requirements.
5.3.1 Is tailor made to address the needs of the target group
5.3.2 Supports Outcomes Based Education and Training Principles
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Quotation No: AGRI/0809/LEARNING MATERIAL/CON011 AgriSETA Quotation Document
SECTION 1: Terms of Reference
5.3.3 Is in modular format
5.3.4 Aligned to unit standards
5.3.4.1 Specific outcomes
5.3.4.2 Assessment Criteria
5.3.4.3 Essential embedded knowledge, as well as
5.3.4.4 Critical cross-field outcomes
5.3.5 Allowing learners to achieve credits on the National Learner Record Date Base
5.3.6 Supports Action-orientated Learning principles
5.3.7 Should take the literacy levels of the learner into account
5.3.8 Must provide enough information to also serve as a reference after training
5.3.9 Include a learner guide, facilitator guide and an assessment guide
6 The Learner Guide should include, but is not limited to:
6.1 Applicable theory
6.2 Assignments
6.3 Activities
6.4 Evaluation
6.5 Examples where applicable
6.6 Templates and standard formats
6.7 Space for notes
6.8 List of resources
7 The Facilitator Guide should include, but is not limited to:
7.1 Applicable theory
7.2 Assignments
7.3 Evaluation
7.4 Space for notes
7.5 Material for enrichment (appropriate to the trainer’s needs)
7.6 Model answers
7.7 Instructions to the trainer
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Quotation No: AGRI/0809/LEARNING MATERIAL/CON011 AgriSETA Quotation Document
SECTION 1: Terms of Reference
7.8 Suggestions of presentation methods (where applicable), such as group work,
practical demonstration, etc.
7.9 Examples where applicable
7.10 List of resources
8 Assessment Guides should include, but is not limited to:
8.1 Methods appropriate to the aspect to be assessed (HOW)
8.2 Theoretical and practical assessment
8.3 Observation checklist
8.4 Questionnaire
8.5 WHAT to look for
8.6 Must provide for the assessment of knowledge, competence and critical cross-field
outcomes
9 Process:
9.1 The process of compiling the learning material should:
9.2 Start with the sourcing of existing, applicable learning material
9.3 The first set of Learning Material should be compiled in English
9.4 Learning Material must be designed to be suitable to illiterate individuals (members
of Agricultural Cooperatives)
10 Time Frame
Learning material is develop within seven months form awarding the contract to the
selected service provider
11 Excluded from this Project
The following aspects are excluded from this project:
11.1 Translation of the Learning Material
11.2 Piloting of the Learning material with a range of Cooperatives to determine the
applicability of the level of the language used
12 Invitation to submit a quotation
The submission should include the following:
12.1 A work plan
12.2 A budget
12.3 Methodology
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Quotation No: AGRI/0809/LEARNING MATERIAL/CON011 AgriSETA Quotation Document
SECTION 1: Terms of Reference
12.4 Period of execution with time frames
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Quotation No: AGRI/0809/LEARNING MATERIAL/CON011 AgriSETA Quotation Document
SECTION 1: Evaluation Process/Criteria
ALL RESPONDENTS MUST TAKE NOTE OF THE EVALUATION PROCESS THAT WILL BE
FOLLOWED
1 EVALUATION PROCESS
1.1 COMPLIANCE WITH MINIMUM REQUIREMENTS
1.1.1 All quotations duly lodged will be examined to determine compliance with
quotation requirements and conditions. Quotations with obvious deviations from
the requirements/conditions, will be eliminated from further adjudication.
1.2 PRICE, FUNCTIONALITY AND PREFERENCE POINTS
1.2.1 All remaining quotations will be evaluated as follows:
1.2.2 80 Marks will be awarded for price and functionality, with 20 marks being
awarded for specific goals set out in the preference points claim form(s).
1.2.3 Of the 80 marks awarded for price and functionality, 60 percent shall be awarded
for functionality and 40 percent shall be awarded for price.
1.3 DETERMINATION OF PERCENTAGE FOR FUNCTIONALITY
1.3.1 The evaluation criteria and weights for functionality as indicated in the table in
paragraph 2, will apply.
1.3.2 The percentage scored for functionality should be calculated as follows:
Each panel member shall award values for each individual criterion on a
score sheet. The value scored for each criterion shall be multiplied with the
specified weighting for the relevant criterion to obtain the marks scored for
the various criteria. These marks should be added to obtain the total score.
The following formula should then be used to convert the total score to a
percentage for functionality:
So
Ps X Ap
Ms
where
Ps = percentage scored for functionality by quotation/proposal under
consideration
So = total score of quotation/proposal under consideration
Ms = maximum possible score
Ap = percentage allocated for functionality
The percentages of each panel member shall be added together and divided
by the number of panel members to establish the average percentage
obtained by each individual respondent for functionality.
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Quotation No: AGRI/0809/LEARNING MATERIAL/CON011 AgriSETA Quotation Document
SECTION 1: Evaluation Process/Criteria
After calculation of the percentage for functionality, the prices of all
quotations that obtained the minimum score for functionality should be taken
into consideration.
1.4 ELIMINATION OF PROPOSALS ON GROUNDS OF FUNCTIONALITY
1.4.1 Quotations that score less than 60% of the marks available for functionality will
be eliminated from further consideration. Marks will therefore not be awarded for
their cost proposals or for preference.
1.5 DETERMINATION OF PERCENTAGE FOR PRICE
1.5.1 If appropriate, implied contract price adjustments will be made to the cost
proposals of all remaining quotations.
1.5.2 The percentage scored for price shall be calculated as follows:
The lowest acceptable quotation/proposal (adjusted or not), will obtain the
maximum percentage allocated for price. The other quotations/proposals
with higher prices (adjusted or not), will proportionately obtain lower
percentages based on the following formula:
Ps P min X Ap
Pt
where
Ps = percentage scored for price by quotation/proposal under consideration
Pmin = lowest acceptable quotation/proposal
Pt = price of quotation/proposal under consideration
Ap = percentage allocated for price
1.6 CALCULATION OF POINTS FOR FUNCTIONALITY AND PRICE
1.6.1 The percentages obtained for functionality shall be added to the percentage
obtained for price to obtain a percentage out of 100, which in turn shall be
converted to points out of 80 in terms of Regulation 8 of the Preferential
Procurement Regulations.
1.6.2 The points scored out of 80 shall be calculated according to the following
formula:
The 80/20 preference point system (up to R500 000)
Hs Rs
Ps 80(1 )
Rs
where
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Quotation No: AGRI/0809/LEARNING MATERIAL/CON011 AgriSETA Quotation Document
SECTION 1: Evaluation Process/Criteria
Ps = points scored for functionality and price of the quotation/proposal under
consideration
Hs = highest percentage scored by any acceptable respondent for
functionality and price
Rs = percentage scored for functionality and price by quotation/proposal
under consideration.
1.7 AWARDING OF POINTS FOR PREFERENCES/GOALS
1.7.1 Points for any specific goals will be awarded according to the formula(e)
indicated in the preference points claim form(s).
1.8 COMBINING FUNCTIONALITY, PRICE AND PREFERENCE MARKS
1.8.1 The preference marks for each quotation will now be added to the price and
functionality mark for that quotation (see 1.6.2).
1.8.2 The Quotation Evaluation Committee may recommend that the contract be
awarded to the respondent obtaining the highest aggregate mark as determined
by 1.8.1 or to a lower scoring quotation on justifiable grounds.
1.9 PRESENTATIONS
1.9.1 The AgriSETA reserves the right to invite respondents for presentations before
the award of the quotation.
1.9.2 The AgriSETA has decided/may decide to have compulsory presentations made
either by all respondents who have obtained at least 60% of the marks for
functionality, or by the respondents ranked first, to third once the functionality,
price and preference marks have been combined.
1.9.3 Presentations shall only affect the marks awarded for functionality. If the
AgriSETA wishes to use presentations to discriminate between respondents, the
evaluation criteria to be affected shall be determined in advance and due
allowance made in the mark scheme and indicated in paragraph 2.
1.9.4 If the date of the presentation meeting is not indicated in the quotation
document, at least three days notice will be given to respondents required to
attend a presentation as well as the detail of the venue for the presentation.
1.9.5 Presentations will be made to the full Quotation Evaluation Committee.
1.9.6 Points determined by the presentation will be awarded to each respondent by
each member of the Quotation Evaluation Committee and then an average
calculated.
1.9.7 The price and preference marks for each respondent will be added to their
functionality marks adjusted as a result of the presentation and the Quotation
Evaluation Committee may recommend the respondent obtaining the highest
aggregate or to a lower scoring quotation on justifiable grounds.
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Quotation No: AGRI/0809/LEARNING MATERIAL/CON011 AgriSETA Quotation Document
SECTION 1: Evaluation Process/Criteria
1.10 ADJUDICATION
1.10.1 The relevant award structure will consider the recommendations and make the
final award. The successful respondent will usually be the service provider
scoring the highest number of points or it may be a lower scoring quotation on
justifiable grounds or no award at all.
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Quotation No: AGRI/0809/LEARNING MATERIAL/CON011 AgriSETA Quotation Document
SECTION 1: Evaluation Process/Criteria
2 EVALUATION CRITERIA
2.1 The criteria and weights referred to in paragraph 1 above, are as follows:
MAXIMUM TO
CRITERIA
BE AWARDED
Functionality 110
Experience of the prospective contractor 50
Demonstrated experience in the development of
20
outcomes based modular learning material
Understanding of the NQF framework and standards 10
Understanding demonstrated in the following Unit
standards
13995
14001
10009
10007 20
116165
116164
116159
Points to be allocated as follow according to the understanding
demonstrated in the unit standards above
Technical approach 50
Workplan 10
Methodology 10
Addressing the needs of the illiterate 20
Timeframes and ability to meet deadlines 10
Capability of staff to be used 10
Experience in the content of the subjects 5
Knowledge of and experience in compilation of 5
outcomes based training material
% Subtotal for functionality before presentation (maximum) 60
2. Price
Relative competitiveness of proposed price
% Subtotal for price (maximum) 40
TOTAL SCORE FOR PRICE AND FUNCTIONALITY 80
3. Preference points
Equity ownership by HDIs as per the preference form 14
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Quotation No: AGRI/0809/LEARNING MATERIAL/CON011 AgriSETA Quotation Document
SECTION 1: Evaluation Process/Criteria
MAXIMUM TO
CRITERIA
BE AWARDED
Promotion of SMMEs as per the preference form 6
Subtotal (maximum) 20
Recalculated % subtotal for functionality before presentation if 40
presentation is to be required (maximum)
4. Functionality criteria for presentation
Experience of prospective contractor 50
Technical approach 50
Capability of staff to be used 10
% Subtotal for presentation only (maximum) 20
% Subtotal for functionality including presentation (maximum) 60
Page 24
Quotation No: AGRI/0809/LEARNING MATERIAL/CON011 AgriSETA Quotation Document
SECTION 1: Contract Form
CONTRACT FORM: RENDERING OF SERVICES
THIS FORM MUST BE FILLED IN DUPLICATE BY BOTH THE SERVICE PROVIDER (PART 1) AND THE
PURCHASER (PART 2). BOTH FORMS MUST BE SIGNED IN THE ORIGINAL SO THAT THE SERVICE
PROVIDER AND THE PURCHASER WOULD BE IN POSSESSION OF ORIGINALLY SIGNED CONTRACTS
FOR THEIR RESPECTIVE RECORDS.
PART 1 (TO BE FILLED IN BY THE SERVICE PROVIDER)
1. I/we hereby undertake to render services described in the attached bidding documents to AgriSETA
in accordance with the requirements and task directives/proposals specifications stipulated in Bid
Number ……………………………….. at the price/s quoted. My/our offer/s remain binding upon
me/us and open for acceptance by the Purchaser during the validity period indicated and calculated
from the closing date of the bid.
2. The following documents shall be deemed to form and be read and construed as part of this
agreement:
2.1 Bidding documents, viz
Invitation to bid
Tax clearance certificate
Pricing schedule(s)
Filled in terms of reference/task directive/proposal
Preference certificates in terms of the Preferential Procurement Regulations, 2001
Declaration of interest
Declaration of bidder’s past SCM practices
Special Conditions of Contract
2.2 General Conditions of Contract
2.3 Other (specify)
3. I/we confirm that I/we have satisfied myself as to the correctness and validity of my/our bid; that the
price(s) and rate(s) quoted cover all the services specified in the bidding documents; that the
price(s) and rate(s) cover all my obligations and I accept that any mistakes regarding price(s) and
rate(s) and calculations will be at my own risk.
4. I/we accept full responsibility for the proper execution and fulfilment of all obligations and conditions
devolving on me/us under this agreement as the principal liable for the due fulfilment of this contract.
5. I/we declare that I/we have no participation in any collusive practices with any bidder or any other
person regarding this or any other bid.
6. I confirm that I am duly authorised to sign this contract.
NAME (PRINT) WITNESSES
CAPACITY 1
SIGNATURE 2
NAME OF FIRM DATE:
DATE
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Quotation No: AGRI/0809/LEARNING MATERIAL/CON011 AgriSETA Quotation Document
SECTION 1: Contract Form
CONTRACT FORM: RENDERING OF SERVICES
PART 2 (TO BE FILLED IN BY THE PURCHASER)
1. I ……………………………………………………..……………… in my capacity as
…………………………………………….. accept your bid under reference number
……………………………………………. dated ……………………………………. for the rendering of
services indicated hereunder and/or further specified in the annexures.
2. An official order indicating service delivery instructions is forthcoming.
3. I undertake to make payment for the services rendered in accordance with the terms and conditions
of the contract within 30 (thirty) days after receipt of an invoice.
PREF POINTS PREF POINTS
DESCRIPTION OF PRICE (VAT COMPLETION
CLAIMED FOR CLAIMED FOR
SERVICE INCL) DATE
HDIs RDP GOALS
4. I confirm that I am duly authorised to sign this contract.
SIGNED AT ON
NAME (PRINT)
SIGNATURE
OFFICIAL STAMP WITNESSES
1
2
DATE:
Page 26
Quotation No: AGRI/0809/LEARNING MATERIAL/CON011 AgriSETA Quotation Document
SECTION 2
SECTION 2
Page 27
Quotation No: AGRI/0809/LEARNING MATERIAL/CON011 AgriSETA Quotation Document
SECTION 2: Special Conditions of Quotation and Contract: Division 2
SPECIAL CONDITIONS THAT THE RESPONDENT NEEDS TO ACCEPT: DIVISION 2
SPECIAL CONDITIONS CONFIRMATION
Yes No If no, indicate
deviation
1 GENERAL
1.1 Respondents must indicate compliance or non-
compliance on a paragraph-by-paragraph basis.
Indicate compliance with the relevant special
conditions by marking the YES box and non-
compliance by marking the NO box. The respondent
must clearly state if a deviation from these special
conditions are offered and the reason therefor. If an
explanatory note is provided, the paragraph
reference must be attached as an appendix to the
quotation submission. Quotations not completed in
this manner may be considered incomplete and
rejected. Answering questions or supplying detail by
referring to other sections will not be accepted.
Should respondents fail to indicate
agreement/compliance or otherwise, the AgriSETA
will assume that the respondent is not in compliance
or agreement with the statement(s) as specified in
this quotation.
2 DIVISION 1 OF THE SPECIAL CONDITIONS OF
BID AND CONTRACT
2.1 Division 1 of the Special Conditions of Quotation and
Contract has been noted.
3 GENERAL CONDITIONS OF CONTRACT
3.1 The General Conditions of Contract must be
accepted. The General Conditions of Contract is
available on the AgriSETA website or on request.
4 ADDITIONAL INFORMATION REQUIREMENTS
4.1 During evaluation of the quotations, additional
information may be requested in writing from
respondents. Replies to such request must be
submitted, within 5 (five) working days or as
otherwise indicated. Failure to comply, may lead to
your quotation being disregarded.
5 VENDOR INFORMATION
5.1 The successful respondent will be required to
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Quotation No: AGRI/0809/LEARNING MATERIAL/CON011 AgriSETA Quotation Document
SECTION 2: Special Conditions of Quotation and Contract: Division 2
SPECIAL CONDITIONS CONFIRMATION
Yes No If no, indicate
deviation
complete a vendor information form detailing the
organisation’s complete profile.
6 CONFIDENTIALITY
6.1 The quotation and all information in connection
therewith shall be held in strict confidence by
respondents and usage of such information shall be
limited to the preparation of the quotation.
Respondents shall undertake to limit the number of
copies of this document.
6.2 All respondents are bound by a confidentially
agreement preventing the unauthorised disclosure of
any information regarding the AgriSETA or of its
activities to any other organisation or individual. The
respondents may not disclose any information,
documentation or products to other clients without
written approval of the accounting authority or the
delegate.
7 INTELLECTUAL PROPERTY, INVENTIONS AND
COPYRIGHT
7.1 Copyright of all documentation relating to this
contract belongs to the client. The successful
respondent may not disclose any information,
documentation or products to other clients without
the written approval of the accounting authority or
the delegate.
7.2 All the intellectual property rights arising from the
execution of this contract shall vest in AgriSETA who
shall be entitled to cede and assign such to the
Department of Labour and the contractor undertakes
to honour such intellectual property rights and all
future rights by keeping the know-how and all
published and unpublished material confidential.
7.3 In the event that the contractor or any project team
member would like to use information or data
generated by the project, for academic or any other
purpose, prior written permission must be obtained
from the client. Such permission will not be
unreasonably withheld and if it is withheld, written
reasons will be provided.
7.4 The AgriSETA shall own all deliverables produced by
the Contractor during the course of, or as part of the
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Quotation No: AGRI/0809/LEARNING MATERIAL/CON011 AgriSETA Quotation Document
SECTION 2: Special Conditions of Quotation and Contract: Division 2
SPECIAL CONDITIONS CONFIRMATION
Yes No If no, indicate
deviation
contract whether capable of being copyrighted or not
(“IP”) and which are or may become eligible for
copyright under the laws of the Republic of South
Africa and which relates to the contract or which
arises directly from this contract. This IP AgriSETA
shall be entitled to freely cede and assign to the
Department of Labour. No other document needs to
be executed to give effect to this cession,
assignment or transfer.
7.5 The provisions of this clause 7 shall only apply to
such IP that is created during the course and scope
in terms of this contract.
7.6 The Contractor acknowledges and agrees that each
provision of clause 7 is separate, severally and
separately enforceable from any other provisions of
this contract.
7.7 The invalidity or non-enforceability of any one or
more provision hereof, shall not prejudice or effect
the enforceability and validity of the remaining
provisions of this contract.
7.8 This clause 7 shall survive termination of this
contract.
8 NON-COMPLIANCE WITH DELIVERY TERMS
8.1 As soon as it becomes known to the contractor that
he/she will not be able to deliver the services within
the delivery period and/or against the quoted price
and/or as specified, the AgriSETA must be given
immediate written notice to this effect. The
AgriSETA reserves the right to implement remedies
as provided for in the GCC.
9 WARRANTS
9.1 The Contractor warrants that it is able to conclude
this Agreement to the satisfaction of the AgriSETA.
9.2 Although the contractor will be entitled to provide
services to persons other than AgriSETA, the
contractor shall not without the prior written consent
of AgriSETA, be involved in any manner whatsoever,
directly or indirectly, in any business or venture
which competes or conflicts with the obligations of
the contractor to provide Services.
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Quotation No: AGRI/0809/LEARNING MATERIAL/CON011 AgriSETA Quotation Document
SECTION 2: Special Conditions of Quotation and Contract: Division 2
SPECIAL CONDITIONS CONFIRMATION
Yes No If no, indicate
deviation
10 PARTIES NOT AFFECTED BY WAIVER OR
BREACHES
10.1 The waiver (whether express or implied) by any
Party of any breach of the terms or conditions of this
contract by the other Party shall not prejudice any
remedy of the waiving party in respect of any
continuing or other breach of the terms an conditions
hereof .
10.2 No favour, delay, relaxation or indulgence on the part
of any Party in exercising any power or right
conferred on such Party in terms of this contract
shall operate as a waiver of such power or right nor
shall any single or partial exercise of any such power
or right under this agreement.
11 RETENTION
11.1 On termination of this agreement, the contractor
shall, on demand hand over all documentation
provided as part of the project and all deliverables,
etc., without the right of retention, to the AgriSETA.
11.2 No agreement to amend or vary a contract or order
or the conditions, stipulations or provisions thereof
shall be valid and of any force and effect unless such
agreement to amend or vary is entered into in writing
and signed by the contracting parties. Any waiver of
the requirement that the agreement to amend or vary
shall be in writing, shall also be in writing.
12 FORMAT OF SUBMISSIONS
12.1 Respondents must complete all the necessary
quotation documents and undertakings required in
this quotation document. Respondents are advised
that their proposal should be concise, written in plain
English and simply presented. Respondents are to
set out their proposal in the format prescribed
hereunder:
12.2 Part 1: Special conditions of quotation and
contract
12.2.1 Respondents must complete and return only division
2 of the Special Conditions of Quotation and
Contract.
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Quotation No: AGRI/0809/LEARNING MATERIAL/CON011 AgriSETA Quotation Document
SECTION 2: Special Conditions of Quotation and Contract: Division 2
SPECIAL CONDITIONS CONFIRMATION
Yes No If no, indicate
deviation
12.3 Part 2: SARS Tax Clearance Certificate(s)
12.3.1 An original valid SARS Tax Clearance Certificate
must accompany the proposal. In case of a
consortium/ joint venture, or where sub-contractors
are utilised, an original valid SARS Tax Clearance
Certificate for each consortium/ joint venture member
and/or sub-contractor (individual) must be
submitted. The certificate requirements page should
not be returned as part of the submission.
12.4 Part 3: Additional Registration Certificates
12.4.1 A valid copy of Business (company) registration
certificate must be submitted, if applicable.
12.4.2 A valid copy of IRP 30A must be submitted in the
case of a Labour Broker.
12.4.3 A valid copy of VAT registration certificate (VAT103)
must be submitted, if applicable.
12.4.4 Copy of company incorporation certificate(s) must be
submitted, if applicable.
12.5 Part 4: Declaration of Interest
12.5.1 Each party to the quotation must complete and
return the Declaration of Interest.
12.6 Part 5: Declaration of respondent’s past Supply
Chain Management practices
12.6.1 Each party to the quotation must complete and
return “Declaration of bidder’s past Supply Chain
Management practices”.
12.7 Part 6: Employment equity
12.7.1 Respondents must provide proof of their employment
equity compliance and plans
12.8 Part 7: BEE status
12.8.1 Respondents must provide, if available, external and
independently provided certified BEE status details
12.9 Part 8: Preference Points Claim Form in terms of
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Quotation No: AGRI/0809/LEARNING MATERIAL/CON011 AgriSETA Quotation Document
SECTION 2: Special Conditions of Quotation and Contract: Division 2
SPECIAL CONDITIONS CONFIRMATION
Yes No If no, indicate
deviation
the Preferential Procurement Regulations 2001
(Purchases)
12.9.1 Respondents must complete and return the
Preference Points Claim Form (Purchases).
12.9.2 For a consortium or joint venture:
Each member organisation wishing to claim
points should complete a separate Preference
Points Claim Form (Purchases).
In the case of a consortium/joint
venture/subcontractor, item 9.8 of the Claim
Form should only be completed once for the
whole consortium/joint venture.
12.10 Part 9: Preference Points Claim Form in terms of
the Preferential Procurement Regulations 2001
(Promotion of Small Enterprises)
12.10.1 Respondents must complete and return the
Preference Points Claim Form (Promotion of Small
Enterprises).
12.10.2 For a consortium or joint venture:
Each member organisation wishing to claim
points should complete a separate Preference
Points Claim Form (Promotion of Small
Enterprises).
12.11 Part 10: Invitation to Quote
12.11.1 Respondents must complete, sign and return the full
“Invitation to Quote” document.
12.12 Part 11: Technical approach
12.12.1 Respondents must, at least cover the under-
mentioned in their technical approach and return as
part of their submission:
Describe, in detail, exactly how they propose to
carry out the activities to achieve the outcomes
identified in the terms of reference. They should
identify any possible problems that might hinder
delivery and indicate how they will avoid, or
overcome such problems.
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Quotation No: AGRI/0809/LEARNING MATERIAL/CON011 AgriSETA Quotation Document
SECTION 2: Special Conditions of Quotation and Contract: Division 2
SPECIAL CONDITIONS CONFIRMATION
Yes No If no, indicate
deviation
Describe how the work will be managed. Provide
an organisation chart clearly indicating:
The lines of reporting and supervision within
the respondent’s team.
The lines of reporting between the
respondent and AgriSETA and other
stakeholders, if applicable.
Identify the position(s) involved in the direct
delivery of the service to be provided and in the
overall management of the work and name the
people who will fill these positions.
Describe the tasks, duties or functions to be
performed by staff in these positions.
Indicate the number of hours required to
complete each task and the number of hours to
be provided by each team member.
Respondents are to present such information in a
matrix. The following is provided merely as
guidance. Respondents are free to elaborate as
they see fit.
Outcome/output Activity Team Person days for Total person
member(s) each team days
involved (name member
and position)
SPECIAL CONDITIONS CONFIRMATION
Yes No If no, indicate
deviation
12.12.2 Provide a work plan of activities. In addition to
providing details of the estimated number of work
days for each activity, respondents are to supply a
detailed timetable that identifies when certain
activities will be undertaken and over what period
they will be spread. The timing of activities, the time
needed to complete them, and the order in which
they will be undertaken must be explained and
justified.
The work plan could for example cover the following:
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Quotation No: AGRI/0809/LEARNING MATERIAL/CON011 AgriSETA Quotation Document
SECTION 2: Special Conditions of Quotation and Contract: Division 2
Outcome/ MONTHS Person
outputs days
and 1 2 3 4 5 6 7 8 9 10 11 12 allocated
activities
SPECIAL CONDITIONS CONFIRMATION
Yes No If no, indicate
deviation
12.12.3 Please note that part 11 should be no longer than 20
single-sided A4 pages in Arial 11 (font size).
12.13 Part 12: Team details
12.13.1 In this part that must be returned as part of the
submission, respondents must provide details of the
team named in the previous part.
The respondents must provide a summary chart
containing all the people to be used.
Name Position in Current Years of Education Relevant
team position experience specialist
areas of
knowledge
demonstrating
suitability for
position
SPECIAL CONDITIONS CONFIRMATION
Yes No If no, indicate
deviation
12.13.2 For each team member there must be:
A complete curriculum vitae confirming suitability
for the position. A format is provided as a
guideline only for the compilation of the CVs.
12.14 Part 13: Experience in this field
12.14.1 Respondents should provide in this part, and return as
part the submission, at least the following information.
Details of contracts for similar work within the last
5 years.
Contact details of a maximum of 3 organisations
for which work was done.
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Quotation No: AGRI/0809/LEARNING MATERIAL/CON011 AgriSETA Quotation Document
SECTION 2: Special Conditions of Quotation and Contract: Division 2
SPECIAL CONDITIONS CONFIRMATION
Yes No If no, indicate
deviation
12.15 Part 14: Samples
12.15.1 Samples of work done are not required at this stage,
and will not be welcomed.
12.16 Part 15: Pricing Schedule
12.16.1 Any budget amount that may be indicated in this
document shall be deemed to be a guide only and
respondents are expected to submit a costing that is
fair and reasonable.
12.16.2 All costs related to this assignment are to be allowed
for in the pricing schedule and in the formats
prescribed and must be returned as part of the
submission. The proposed totals for fees and
reimbursables will be included in the contract as the
maximum amount to be spent on these items.
12.16.3 A pricing schedule with one of the specified elements
(fees and reimbursable costs) omitted from the
costing, may be considered non-responsive.
12.16.4 Fees:
The budgeted days/hours and applicable rates of
all team members as per the pricing schedule.
12.16.5 Reimbursable costs
Travel
Only economy class flight and preferably
Group A hire cars, otherwise Group B are to
be used.
A rate to be indicated per kilometre for the use
of a personal car.
Accommodation/meals
Only hotels, or other equivalent
accommodation, with a rating of up to three
stars are to be booked.
A maximum daily per diem for meals and
incidentals of either R120,00 (incl VAT) per
day for lunch and dinner of R150,00 (incl VAT)
per day for breakfast, lunch and dinner will be
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Quotation No: AGRI/0809/LEARNING MATERIAL/CON011 AgriSETA Quotation Document
SECTION 2: Special Conditions of Quotation and Contract: Division 2
SPECIAL CONDITIONS CONFIRMATION
Yes No If no, indicate
deviation
paid for period in excess of 24 hours and
thereafter in cycles of 24 hours away from
original location.
Note: Hotel room calls, pay channel utilisation,
alcohol consumption are for the respondent’s
own account.
Reproduction costs (indicate a maximum
allocation or whether proof will be submitted up to
a ceiling amount)
Printing/copying costs (estimates of cost per
page and number of pages must be provided,
where applicable).
Note 2: No handling fee on disbursements will be
considered
VAT: Value Added Tax must be included and
shown separately.
Page 37
Quotation No: AGRI/0809/LEARNING MATERIAL/CON011 AgriSETA Quotation Document
SECTION 2: Tax Clearance Certificate
TAX CLEARANCE CERTIFICATE REQUIREMENTS
It is a condition of bid (tender) that the taxes of the successful bidder must be in
order, or that satisfactory arrangements have been made with South African
revenue Services (SARS) to meet the bidder’s tax obligations.
1. In order to meet this requirement, bidders are required to complete in full the form
TCC 001 “Application for a Tax Clearance Certificate” and submit it to any SARS
branch office nationally. The Tax Clearance Certificate Requirements are also
applicable to foreign bidders/ individuals who wish to submit bids.
2. SARS will then furnish the bidder with a Tax Clearance Certificate that will be
valid for a period of 1 (one) year from date of approval.
3. The original Tax Clearance Certificate must be submitted together with the bid.
Failure to submit the original and valid Tax Clearance Certificate will result in the
invalidation of the bid. Certified copies of the Tax Clearance Certificate will not be
acceptable.
4. In bids where Consortia / Joint ventures / Sub-contractors are involved, each
party must submit a separate Tax Clearance Certificate.
5. Copies of the TCC 001 “Application for a Tax Clearance Certificate” form are
available from any SARS branch office nationally or on the website
www.sars.gov.za.
6. Applications for Tax Clearance Certificates may also be made via eFiling. In
order to use this provision, taxpayers will need to register with SARS as eFilers
through the website www.sars.gov.za.
Page 38
Quotation No: AGRI/0809/LEARNING MATERIAL/CON011 AgriSETA Quotation Document
SECTION 2: Declaration of Interest
DECLARATION OF INTEREST
1. Any legal person, including persons employed by the principal, or persons having a kinship with
persons employed by the principal, including a blood relationship, may make an offer or offers in
terms of this invitation to bid. In view of possible allegations of favouritism, should the resulting bid,
or part thereof, be awarded to persons employed by the principal, or to persons connected with or
related to them, it is required that the bidder or his/her authorised representative declare his/her
position in relation to the evaluating/adjudicating authority and/or take an oath declaring his/her
interest, where:
the bidder is employed by the principal; and/or
the bidder is a management board member; and/or
the legal person on whose behalf the bidding document is signed, has a relationship with
persons/a person who are/is involved in the evaluation and or adjudication of the bid(s), or
where it is known that such a relationship exists between the person or persons for or on whose
behalf the declarant acts and persons who are involved with the evaluation and or adjudication
of the bid.
2. In order to give effect to the above, the following questionnaire must be completed and submitted
with the bid.
2.1 Are you or any person connected with the bidder, employed by the principal? YES/NO
2.1.2 If so, state particulars.
2.2 Do you, or any person connected with the bidder, have any relationship (family, YES/NO
friend, other) with a person employed by the principal and who may be involved
with the evaluation and or adjudication of this bid?
2.2.1 If so, state particulars
2.3 Are you, or any person connected with the bidder, aware of any relationship YES/NO
(family, friend, other) between the bidder and any person employed by the
principal who may be involved with the evaluation and or adjudication of this bid?
2.3.1 If so, state particulars
DECLARATION
I, THE UNDERSIGNED (NAME)
CERTIFY THAT THE INFORMATION FURNISHED IN PARAGRAPHS 2.1 TO 2.3.1 ABOVE IS CORRECT. I
ACCEPT THAT THE PRINCIPAL MAY ACT AGAINST ME IN TERMS OF PARAGRAPH 23 OF THE
GENERAL CONDITIONS OF CONTRACT SHOULD THIS DECLARATION PROVE TO BE FALSE.
Signature Date
Position Name of bidder
Page 39
Quotation No: AGRI/0809/LEARNING MATERIAL/CON011 AgriSETA Quotation Document
SECTION 2: Declaration Of Quotation Respondent's past SCM Practices
DECLARATION OF BIDDER'S PAST SUPPLY CHAIN
MANAGEMENT PRACTICES
1 This declaration will be used by institutions to ensure that when goods and services are being procured,
all reasonable steps are taken to combat the abuse of the supply chain management system.
2 The bid of any bidder may be disregarded if that bidder, or any of its directors have:
a. abused the AgriSETA’s supply chain management system;
b. committed fraud or any other improper conduct in relation to such system; or
c. failed to perform on any previous contract.
3 In order to give effect to the above, the following questionnaire must be completed and submitted with
the bid.
Item Question Yes No
3.1 Is the bidder or any of its directors listed on the National Treasury’s Yes No
database as companies or persons prohibited from doing business with the
public sector?
(Companies or persons who are listed on this database were informed
in writing of this restriction by the National Treasury after the audi
alteram partem rule was applied).
3.1.1 If so, furnish particulars:
3.2 Is the bidder or any of its directors listed on the Register for Tender Yes No
Defaulters in terms of section 29 of the Prevention and Combating of Corrupt
Activities Act (No 12 of 2004)?
To access the 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 012-3265445.
3.2.1 If so, furnish particulars:
3.3 Was the bidder or any of its directors convicted by a court of law (including a Yes No
court outside of the Republic of South Africa) for fraud or corruption during
the past five years?
3.3.1 If so, furnish particulars:
3.4 Was any contract between the bidder and any organ of state terminated Yes No
during the past five years on account of failure to perform on or comply with
the contract?
3.4.1 If so, furnish particulars:
CERTIFICATION
I, THE UNDERSIGNED (FULL NAME) ………………………………………………………………………………………….
CERTIFY THAT THE INFORMATION FURNISHED ON THIS DECLARATION FORM IS TRUE AND CORRECT.
I ACCEPT THAT, IN ADDITION TO CANCELLATION OF A CONTRACT, ACTION MAY BE TAKEN AGAINST ME
SHOULD THIS DECLARATION PROVE TO BE FALSE.
Signature Date
Position Name of Bidder
Page 40
Quotation No: AGRI/0809/LEARNING MATERIAL/CON011 AgriSETA Quotation Document
SECTION 2: Preference Points Claim Form (Purchases)
PREFERENCE POINTS CLAIM FORM IN TERMS OF THE
PREFERENTIAL PROCUREMENT REGULATIONS, 2001
PURCHASES
This preference form must form part of all bids invited. It contains general information and serves as a claim
form for Historically Disadvantaged Individual (HDI) preference points as well as a summary for preference
points claimed for attainment of other specified goals.
NB: BEFORE COMPLETING THIS FORM, BIDDERS MUST STUDY THE GENERAL CONDITIONS,
DEFINITIONS AND DIRECTIVES APPLICABLE IN RESPECT OF EQUITY OWNERSHIP BY
HISTORICALLY DISADVANTAGED INDIVIDUALS (HDIs), AS PRESCRIBED IN THE
PREFERENTIAL PROCUREMENT REGULATIONS, 2001
1 GENERAL CONDITIONS
1.1 The following preference point systems are applicable to all bids:
1.1.1 The 80/20 system for requirements with a Rand value of up to R500 000
1.1.2 The 90/10 system for requirements with a Rand value above R500 000
1.2 The value of this bid is estimated to not exceed R500 000 and therefore the 80/20 system shall be
applicable.
1.3 Preference points for this bid shall be awarded for:
1.3.1 Price
1.3.2 Specific contract participation goals, as specified in the attached forms.
1.3.3 The points for this bid are allocated as follows:
POINTS
Price/functionality 80
Specific contract participation goals 20
Historically Disadvantaged Individuals 14
Who had no franchise in national elections before the 1983 and 8
1993 Constitutions
Who is a female 4
Who has a disability 2
Other specific goals (goals of the RDP – plus local manufacture) 6
Promotion of small enterprise 6
Total points for price, functionality, HDI’s and other RDP goals must not exceed 100
Separate Preference Points Claim Forms will be used for the promotion of the specific goals for
which points have been allocated above.
1.4 Failure on the part of a bidder to fill in and/or sign this form may be interpreted to mean that the
preference points are not claimed.
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Quotation No: AGRI/0809/LEARNING MATERIAL/CON011 AgriSETA Quotation Document
SECTION 2: Preference Points Claim Form (Purchases)
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 GENERAL DEFINITIONS
2.1 “Acceptable bid” means any bid, which in all respects, complies with the specifications and
conditions of bid as set out in the bid document.
2.2 “Bid” means a written offer in a prescribed or stipulated form in response to an invitation by an
organ of state for the provision of goods, works or services.
2.3 “Comparative price” means the price after the factors of a non-firm price and all unconditional
discounts that can be utilised have been taken into consideration.
2.4 “Consortium or joint venture” means an association of persons for the purpose of combining
their expertise, property, capital, efforts, skills and knowledge in an activity for the execution of a
contract.
2.5 “Contract” means the agreement that results from the acceptance of a bid by an organ of state.
2.6 “Specific contract participation goals” means the goals as stipulated in the Preferential
Procurement Regulations, 2001.
2.6.1 In addition to the abovementioned goals, the Regulations [12(1)] also make provision for organs of
state to give particular consideration to procuring locally manufactured products.
2.7 “Control” means the possession and exercise of legal authority and power to manage the assets,
goodwill and daily operations of a business and the active and continuous exercise of appropriate
managerial authority and power in determining the policies and directing the operations of the
business.
2.8 “Disability” means in respect of a person, a permanent impairment of a physical, intellectual, or
sensory function, which results in restricted, or lack of, ability to perform an activity in the manner,
or within the range, considered normal for a human being.
2.9 “Equity ownership” means the percentage ownership and control, exercised by individuals within
an enterprise.
2.10 “Historically Disadvantaged Individuals (HDI’s)” means a South African citizen
(1) Who, due to the apartheid policy that had been in place, had no franchise in national
elections prior to the introduction of the Constitution of the Republic of South Africa, 1983
(Act No 110 of 1983) or the Constitution of the Republic of South Africa, 1993 (Act No
200 of 1993) (“the interim Constitution”); and or
(2) Who is a female; and/or
(3) Who has a disability.
Provided that a person who obtained South African citizenship on or after the coming to
effect of the Interim Constitution, is deemed not to be a HDI.
2.11 “Management” means an activity inclusive of control and performed on a daily basis, by any
person who is a principal executive officer of the company, by whatever name that person may be
designated, and whether or not that person is a director.
2.12 “Owned” means having all the customary elements of ownership, including the right of decision-
making and sharing all the risks and profits commensurate with the degree of ownership interests
as demonstrated by an examination of the substance, rather than the form of ownership
arrangements.
2.13 “Person” includes reference to a juristic person.
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SECTION 2: Preference Points Claim Form (Purchases)
2.14 “Rand value” means the total estimated value of a contract in Rand denomination that is
calculated at the time of bid invitations and includes all applicable taxes and excise duties.
2.15 “Small, Medium and Micro Enterprises (SMMEs)” bears the same meaning assigned to this
expression in the National Small Enterprise Act, 1996 (Act No 102 of 1996).
2.16 “Subcontracting” means the primary contractor’s assigning or leasing or making out work to, or
employing another person to support such primary contractor in the execution or part of a project in
terms of the contract.
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.
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 ESTABLISHMENT OF HDI EQUITY OWNERSHIP IN AN ENTERPRISE
3.1 Equity ownership shall be equated to the percentage of an enterprise which is owned by individual
classified as HDIs, or in the case of a company, the percentage shares that are owned by
individual classified as HDIs, who are actively involved in the management and daily business
operations of the enterprise and exercise control over the enterprise, commensurate with their
degree of ownership.
3.2 Where individuals are not actively involved in the management and daily business operations and
do not exercise control over the enterprise commensurate with their degree of ownership, equity
ownership may not be claimed.
4 ADJUDICATION USING A POINT SYSTEM
4.1 The bidder obtaining the highest number of points will be awarded the contract.
4.2 Preference points shall be calculated after prices have been brought to a comparative basis.
4.3 Points scored will be rounded off to 2 decimal places.
4.4 In the event of equal points scored, the bid will be awarded to the bidder scoring the highest
number of points for specified goals.
5 POINTS AWARDED FOR PRICE
5.1 The 80/20 or 90/10 preference point systems
A maximum of 80 or 90 points is allocated for price on the following basis:
80/20 or 90/10
Pt P min Pt P min
Ps 80 1 or Ps 90 1
P min P min
Where
Ps = Points scored for price of bid under consideration
Pt = Rand value of bid under consideration
Pmin = Rand value of lowest acceptable bid
6 POINTS AWARDED FOR HISTORICALLY DISADVANTAGED INDIVUDUALS
6.1 In terms of Regulation 13(2) preference points for HDI’s are calculated on their percentage
shareholding in a business, provided that they are actively involved in and exercise control over
the enterprise. The following formula is prescribed in Regulation 13(5)(c).
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SECTION 2: Preference Points Claim Form (Purchases)
EP
NEP NOPx
100
Where
NEP = Points awarded for equity ownership by an HDI
NOP = The maximum number of points awarded for equity ownership by an HDI in
that specific category
EP = The percentage of equity ownership by an HDI within the enterprise or
business, determined in accordance with the definition of HDI’s
6.2 Equity claims for a trust will only be allowed in respect of those persons who are both trustees and
beneficiaries and who are actively involved in the management of the trust.
6.3 Documentation to substantiate the validity of the credentials of the trustees contemplated above
must be submitted.
6.4 Listed companies and tertiary institutions do not qualify for HDI preference points.
6.5 A consortium or joint venture may, based on the percentage of the contract value managed or
executed by their HDI-members, be entitled to preference points in respect of an HDI.
6.6 A person awarded a contract as a result of preference for contracting with, or providing equity
ownership to an HDI, may not subcontract more than 25% of the value of the contract to a person
who is not an HDI or does not qualify for the same number or more preference for equity
ownership.
7 BID DECLARATION
7.1 Bidders who claim points in respect of equity ownership must complete the Bid Declaration at the
end of this form
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SECTION 2: Preference Points Claim Form (Purchases)
8 EQUITY OWNERSHIP CLAIMED IN TERMS OF PARAGRAPH 2.10 ABOVE. POINTS TO BE
CALCULATED FROM INFORMATION FURNISHED IN PARAGRAPH 9.8
Ownership Percentage Points claimed
owned
8.1 Equity ownership by persons who had no
franchise in the national elections %
8.2 Equity ownership by women %
8.3 Equity ownership by disabled persons* %
*If points are claimed for disabled persons, indicate nature of impairment (see paragraph 2.8 above)
9 DECLARATION WITH REGARD TO EQUITY
9.1 Name of firm:
9.2 VAT registration number:
9.3 Company registration number:
9.4 Type of firm
Partnership
One person business/sole trader
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 Total number of years the firm has been in business? …………………………………………….
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SECTION 2: Preference Points Claim Form (Purchases)
9.8 List all shareholders by Name, Position, Identity Number, Citizenship, HDI status and ownership, as relevant. Information to be used to calculate the points
claimed in paragraph 8
Name Date/Position ID number Date RSA *HDI Status *Non-HDI % of
occupied in citizenship status business/
enterprise obtained No franchise Women Disabled enterprise
prior to owned
elections
* Indicate Yes or No
9.9 Consortium/Joint Venture
9.9.1 In the event that preference points are claimed for HDI members by consortia/joint ventures, the following information must be furnished in order to be entitled to
the points claimed in respect of the consortium/joint venture member:
Name of consortium/joint Fees to be earned by each Disbursements allocated to Total of fees and Percentage (%) of the
venture member consortium/joint venture each consortium/joint disbursements allocated to contract value managed or
member venture member each consortium/joint executed by the
venture member consortium/joint venture
member
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SECTION 2: Preference Points Claim Form (Purchases)
9.10 I/We, the undersigned who warrants that he/she is duly authorised to do so on behalf of the firm
certify that points claimed, based on the equity ownership, indicated in paragraph 8 of the
foregoing certificate, qualifies the firm for the preference(s) shown and I/we acknowledge that:
9.10.1 The information furnished is true and correct.
9.10.2 The equity ownership claimed is in accordance with the General Conditions as indicated in
paragraph 1 of this form.
9.10.3 In the event of a contract being awarded as a result of points claimed as shown in paragraph 8, the
contractor may be required to furnish documentary proof to the satisfaction of the seller that the
claims are correct.
9.10.4 If the claims are found to be incorrect, the seller may, in addition to any other remedy it may have:
Recover costs, losses or damages it has incurred or suffered as a result of that person’s
conduct.
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.
Impose a financial penalty more severe than the theoretical financial preference associated
with the claim which was made in the bid.
WITNESSES
…………………………………….
1. …………………………………………
SIGNATURE(S) OF BIDDER(S)
2. ………………………………………… DATE: …………………………………………
ADDRESS: ………………………………………
……………………………………………………..
……………………………………………………..
……………………………………………………..
Version 1 18 August 2008
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Quotation No: AGRI/0809/LEARNING MATERIAL/CON011 AgriSETA Quotation Document
SECTION 2: Preference Points Claim Form (Promotion of Small Enterprises)
PREFERENCE POINTS CLAIM FORM IN TERMS OF THE
PREFERENTIAL PROCUREMENT REGULATIONS, 2001
PROMOTION OF SMALL ENTERPRISES
NB: BEFORE COMPLETING THIS FORM, BIDDERS MUST STUDY THE GENERAL
CONDITIONS, DEFINITIONS AND DIRECTIONS SPECIFIED IN THE PREFERENCE
POINTS CLAIM FORM (PURCHASES) IN TERMS OF THE PREFERENTIAL
PROCUREMENT REGULATIONS, 2001
1. INTRODUCTION
1.1 In terms of regulation 17 of the Preferential Procurement Regulations pertaining to the
Preferential Procurement Policy Framework Act, 2000 (Act No 5 of 2000), it is the
Government’s intention to promote small businesses (now referred to as small
enterprises) by using the preference point system as a mechanism to award points to
bidders.
2. SPECIFIC GOAL
2.1 The specific goal is the promotion of small enterprises as defined in the National Small
Enterprise Act, 1996 (Act No 102 of 1996) as amended by the National Small Business
Amendment Act (Act 26 of 2003) and the National Small Business Amendment Act, (Act
No 29 of 2004).
2.2 Bidders who wish to claim in respect of this goal must complete either paragraph 3 with
regard to being a small enterprise and/or paragraph 4 with regard to the promotion of
small enterprises.
2.3 The maximum preference points that can be claimed between paragraphs 3 and 4 are 6
points.
3. CLAIM WITH REGARD TO BEING A SMALL ENTERPRISE
3.1 Bidders who regard themselves as a micro, very small or medium enterprise (SMME) as
defined by the National Small Enterprise Act, 1996 (Act No 102 of 1996) as amended by
the National Small Business Amendment Act (Act 26 of 2003) and the National Small
Business Amendment Act (Act 29 of 2004) may claim preference points.
3.2 Do you regard yourself as a SMME in terms of the Act? YES / NO
3.3 Should bidders wish to claim points for being a SMME, then bidders must complete the
following table.
First select and tick in column (A) the relevant sector or sub-sector you are operating in.
Within the chosen sector, select and tick the relevant block in columns (B), (C) and (D)
indicating your organisation’s position pertaining to employees (B), turnover (C) and asset
value (D).
See the example in 3.4 below:
Version 1 18 August 2008
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SECTION 2: Preference Points Claim Form (Promotion of Small Enterprises)
Annex 1: Schedule National Small Enterprise Act
Sector or sub- A Size or class Total full time B Total annual C Total gross D
sector in equivalent of turnover asset value
accordance with paid employees (fixed property
the Standard excluded)
Industrial
Classification
Less than Less than
Agriculture Medium 100 R5.00 m R5.00 m
Small 50 R3.00 m R3.00 m
Very small 10 R0.50 m R0.50 m
Micro 5 R0.20 m R0.10 m
Mining and Medium 200 R39.00 m R23.00 m
quarrying Small 50 R10.00 m R6.00 m
Very small 20 R4.00 m R2.00 m
Micro 5 R0.20 m R0.10 m
Manufacturing Medium 200 R51.00 m R19.00 m
Small 50 R13.00 m R5.00 m
Very small 20 R5.00 m R2.00 m
Micro 5 R0.20 m R0.10 m
Electricity, gas Medium 200 R51.00 m R19.00 m
and water Small 50 R13.00 m R5.00 m
Very small 20 R5.10 m R1.90 m
Micro 5 R0.20 m R0.10 m
Construction Medium 200 R26.00 m R5.00 m
Small 50 R6.00 m R1.00 m
Very small 20 R3.00 m R0.50 m
Micro 5 R0.20 m R0.10 m
Retail and motor Medium 200 R39.00 m R6.00 m
trade and repair Small 50 R19.00 m R3.00 m
service Very small 20 R4.00 m R0.60 m
Micro 5 R0.20 m R0.10 m
Wholesale trade, Medium 200 R64.00 m R10.00 m
commercial Small 50 R32.00 m R5.00 m
agents and allied Very small 20 R6.00 m R0.60 m
services Micro 5 R0.20 m R0.10 m
Catering, Medium 200 R13.00 m R3.00 m
accommodation Small 50 R6.00 m R1.00 m
and other trade Very small 20 R5.10 m R1.90 m
Micro 5 R0.2 m R0.10 m
Transport, Medium 200 R26.00 m R6.00 m
storage and Small 50 R13.00 m R3.00 m
communications Very small 20 R3.00 m R0.60 m
Micro 5 R0.20 m R0.10 m
Finance and Medium 200 R26.00 m R5.00 m
business Small 50 R13.00 m R3.00 m
services Very small 20 R3.00 m R0.50 m
Micro 5 R0.20 m R0.10 m
Community, Medium 200 R13.00 m R6.00 m
social and Small 50 R6.00 m R3.00 m
personal Very small 20 R1.00 m R0.60 m
services Micro 5 R0.20 m R0.10 m
Version 1 18 August 2008
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SECTION 2: Preference Points Claim Form (Promotion of Small Enterprises)
3.4 Bidders are to claim preference points based on the size or class of enterprise indicated
above:
Example
Sector or A Size or class Total full time B Total annual C Total gross D
sub-sector in equivalent of turnover asset value
accordance paid (fixed
with the employees property
Standard excluded)
Industrial
Classification
Less than Less than
Agriculture Medium 100 R5.00 m R5.00 m
Small 50 R3.00 m R3.00 m
Very small 10 R0.50 m R0.50 m
Micro 5 R0.20 m R0.10 m
The annual turnover shall be the factor determining the ultimate classification and hence
the points claimable. The company in this example would be classified as a “small”
enterprise because of the turnover in lieu of the fact that according to the other
parameters, the company could be classified as a “micro” or “very small” enterprise.
For example: The company in the example will therefore be able to claim a maximum of
1 points in paragraph 3.6 below.
3.5 Insert your claim in the table below based on the information contained in paragraph 3.3.
3.6 If required, the information supplied above must be substantiated by an internal auditor’s
certificate and the relevant documentation.
Classification Maximum point Points claimed
Micro 3
Very Small 2
Small 1
Medium 0.5
4. CLAIM WITH REGARD TO THE PROMOTION OF SMALL ENTERPRISE
4.1 Bidders that are actively involved in the promotion of small enterprises, as defined in the
National Small Enterprise Act, 1996 (Act No 102 of 1996) as amended by the National
Small Business Amendment Act, (Act 26 of 2003) and the National Small Business
Amendment Act, (Act 29 of 2004), by subcontracting/outsourcing any of the business
and/or functions of the bidder to local small enterprise(s) inter alia manufacturing,
packaging, distribution, etc. may claim preference points. (Note: A SMME cannot claim for
promoting its own business)
4.2 Do you promote small enterprise as stipulated above: YES/NO
If yes, then complete the table below to claim preference points.
Specific business Name(s) of small Address and Value of
function(s) enterprise(s) telephone number of subcontracted/
subcontracted/ subcontracted/ small enterprise(s) outsourced business
outsourced outsourced to as well as contact (a)
person(s)
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SECTION 2: Preference Points Claim Form (Promotion of Small Enterprises)
Total Value (a)
4.3 Bidders may claim preference points based on business subcontracted/outsourced to
SMME enterprises as a percentage of annual turnover for the previous financial year in
accordance with the table below:
Total annual turnover for the previous financial year: R…………………….. (b)
The percentage of turnover should be calculated by dividing the value of subcontracted/
outsourced business (a) above by the turnover for the previous financial year (b)
multiplied by 100.
Example
Total value of subcontracted/outsourced business R100 000,00 (a)
Turnover for previous financial year R550 000,00 (b)
The percentage will then be R100 000,00 (a) divided by R550 0000,00 (b) multiplied by
100 = 18,8%. The preference points that could be claimed are therefore 1.5. (See table
under 4.4 below).
4.4 Please insert your claim in the table below
Percentage of turnover directed to small Points allocated Points claimed
enterprise (total of (a) divided by (b) x 100)
0–9 1
10 – 19 1.5
20 – 29 2
30 – 39 2.5
40 and above 3
4.5 If required, the information supplied above must be substantiated by an internal auditor’s
certificate and the relevant documentation.
5. DECLARATION
5.1 I/we, the undersigned, who warrants that he/she is duly authorised to do so on behalf of
the firm declare that points claimed, based on promotion of small, medium or micro
enterprises, qualifies the firm for the point(s) shown and I/we acknowledge that:
5.1.1 The information is true and correct.
5.1.2 In the event of a contract being awarded as a result of points claimed, the contractor may
be required to furnish documentary proof (a substantiating external auditor’s certificate)
that the claims are correct.
5.1.3 If the claims are found to be incorrect, the AgriSETA may, in addition to any other remedy
it may have:
Recover all costs, losses or damages it has incurred or suffered as a result of that
person’s conduct.
Cancel the contract and claim any damages which it has suffered as a result of having
to make a less favourable arrangement due to such cancellation.
Version 1 18 August 2008
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SECTION 2: Preference Points Claim Form (Promotion of Small Enterprises)
Impose a financial penalty more severe than the theoretical financial preference
associated with the claim which was made in the bid.
Restrict the contractor, its shareholders and directors from obtaining business from
the AgriSETA for a period determined by the AgriSETA.
WITNESSES
…………………………………….
1. ………………………………………… SIGNATURE(S) OF BIDDER(S)
2. ………………………………………… DATE: ……………………………………
Version 1 18 August 2008
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Quotation No: AGRI/0809/LEARNING MATERIAL/CON011 AgriSETA Quotation Document
SECTION 3
SECTION 3
Version 1 18 August 2008
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Quotation No: AGRI/0809/LEARNING MATERIAL/CON011 AgriSETA Quotation Document
SECTION 3: Invitation to Quote
INVITATION TO QUOTE
YOU ARE HEREBY INVITED TO QUOTE FOR REQUIREMENT OF AGRISETA
QUOTATION AGRI/0809/LEARNING CLOSING DATE 19 JANUARY 2009 CLOSING 11:00
NUMBER MATERIAL/COON011 TIME
DESCRIPTION Development of a Set of Standardised Learning Material for the Training of Members of Agricultural
Cooperatives which are Registered with the Department of Agriculture
VALIDITY Offer to be valid for 60 days from the closing date of the quotation.
The successful bidder will be required to fill in and sign a written Contract Form
QUOTATION DOCUMENTS MAY BE:
DEPOSITED IN THE BID/TENDER BOX SITUATED AT Deloitte Brooklyn House, Receiption (bid box is here),
(Street address) 315 Veale Street, Brooklyn, Pretoria
OR
* POSTED TO: The Procurement Manager, Deloitte, Delloitte Brookyn
House, 315 Veale Street, Brooklyn, Pretoria
OR
HANDED IN AT RECEPTION SITUATED AT Deloitte Brooklyn House, Receiption (bid box is here),
(Street address) 315 Veale Street, Brooklyn, Pretoria, prior to the official
closure time and the respondent must obtain a receipt,
indicating the time of delivery, from the receptionist.
No faxed or e-mailed quotations will be accepted
Respondents should ensure that quotations are delivered to AgriSETA before the closing date and time to the
correct physical address.
If the quotation is late, it will not be accepted for consideration.
* Refer to Paragraph 6 of the “Special Conditions of Quotation and Contract: Portion 1”.
Quotations can be delivered and deposited into the quotation/tender box between 08:00 and 16:30,
Mondays to Thursdays and 08:00 to 16:00 on Fridays, prior to the closing date, and between 08:30 and
11:00 on the closing date.
All quotations must be submitted on the official forms (not to be re-typed).
This quotation is subject to the General Conditions of Contract (GCC) and, if applicable, any other Special
Conditions of Contract of Quotation.
Quotations submitted that do not comply with the following may not be considered for evaluation:
A quotation that is not in the format prescribed.
A quotation without some or all of the required documents.
Pricing schedules not in the required format.
Quotations without the required number of copies.
Any queries regarding quotation procedures and technical information may be directed to:
Name: Lizette du Toit
Tel.: 012 482 0031
Fax: 012 349 8997
e-Mail ldutoit@deloitte.co.za
Version 1 18 August 2008
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Quotation No: AGRI/0809/LEARNING MATERIAL/CON011 AgriSETA Quotation Document
SECTION 3: Invitation to Quote
All respondents must furnish the following particulars and include it in their submission
(Failure to do so may result in your quotation being disqualified)
Name of respondent:
Entity name
VAT registration number
Tax Clearance Certificate
submitted YES / NO
Company registration number
Income tax reference number
Company PAYE number
Company UIF number
Skills Development Levy
registration number
Postal address:
Street address:
Telephone number: Code Number
Cellular number:
Facsimile number: Code Number
e-Mail address:
In case of a consortium/joint venture, full details on consortium/joint venture members:
VAT registration Tax Clearance
Entity name number Certificate submitted YES / NO
VAT registration Tax Clearance
Entity name number Certificate submitted YES / NO
VAT registration Tax Clearance
Entity name number Certificate submitted YES / NO
Name of contracting entity in case of a consortium/joint venture
Entity name:
Postal address:
Street address:
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Quotation No: AGRI/0809/LEARNING MATERIAL/CON011 AgriSETA Quotation Document
SECTION 3: Invitation to Quote
Contact details of responsible person who will act on behalf of the entity/consortium/joint venture for
this quotation
Name and Surname
Telephone number: Code Number
Cellular number:
Facsimile number: Code Number
e-Mail address:
Contact details of alternative responsible person who will act on behalf of the person above should
he/she not be available
Name and Surname
Telephone number: Code Number
Cellular number:
Facsimile number: Code Number
e-Mail address:
Domicilium
AgriSETA chooses the following as its domicilium citandi et executandi for all purposes of and in connection with the final
contract:
AgriSETA, AgriSETA House, Receiption, 529 Belvedere Street, Arcadia, Pretoria
The respondent must indicate its domicilium citandi et executandi for all purposes of and in connection with the
final contract.
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Quotation No: AGRI/0809/LEARNING MATERIAL/CON011 AgriSETA Quotation Document
SECTION 3: Invitation to Quote
Confirmation
Are you the accredited representative in South Africa for the services offered by you: YES / NO
Declaration
I/We have examined the information provided in your quotation documents and offer to undertake the work prescribed in
accordance with the requirements as set out in the quotation document. The prices quoted in this quotation are valid for
the stipulated period. I/We confirm the availability of the proposed team members. We confirm that this quotation will
remain binding upon us and may be accepted by you at any time before the expiry date.
Signature of respondent:
Date:
Are you duly authorised to commit the respondent: YES / NO
Capacity under which this
quotation is signed
TOTAL QUOTATION PRICE
(INCLUSIVE OF VAT) R
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Quotation No: AGRI/0809/LEARNING MATERIAL/CON011 AgriSETA Quotation Document
SECTION 3: Curriculum Vitae Template
CV TEMPLATE GUIDELINE
Proposed role in the project:
1. Family name
2. First name:
3. Date of birth:
4. Nationality
5. Education
Institution Degree(s) or Diploma(s) obtained
(Date from - Date to)
6. Membership of
professional bodies
7. Other skills (e.g.
computer literacy, etc.)
8. Present position:
9. Years within the
organisation:
10. Key qualifications
(relevant to the project)
11. Professional experience
Date
(From – To) (mm/yy)
Organisation
Location
Position
Description of duties
Date
(From – To) (mm/yy)
Organisation
Location
Position
Description of duties
12. Other relevant
information (e.g.
Publications)
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Quotation No: AGRI/0809/LEARNING MATERIAL/CON011 AgriSETA Quotation Document
SECTION 3: Pricing Schedule
PRICING SCHEDULE
(Professional Services)
NAME OF
RESPONDENT:
OFFER TO BE VALID FOR 90 DAYS FROM THE CLOSING DATE OF QUOTATION
QUOTATION Development of a Set of Standardised Learning Material for the Training of Members of Agricultural Cooperatives which are Registered with the Department of
DESCRIPTION: Agriculture
PAR NO DESCRIPTION QUOTATION PRICE IN RSA CURRENCY
1 The accompanying information must be used for the formulation of proposals.
2 Respondents are required to indicate a ceiling price based on the total estimated time/fees for
completion of all phases and including all expenses for the project. Amount excluding VAT R
VAT @ 14% R
Total including VAT R
3 PHASES ACCORDING TO WHICH THE PROJECT WILL BE COMPLETED, COST PER PHASE, PERSONS WHO WILL BE INVOLVED IN THE PHASE, RATES APPLICABLE
AND PERSON-DAYS TO BE SPENT (A BREAKDOWN MUST BE GIVEN FOR EACH PHASE).
3.1 Phase 1: Description Development of suitable Learner Guide in outcomes based format for institutional as well as workplace learning aligned to the Unit
Standards as mentioned in the ToR
Cost/person/phase
3.1.1 Person and position Hourly rate excluding VAT Daily rate excluding VAT Person-days to be spent excluding VAT
R R R
R R R
R R R
R R R
Amount for phase
excluding VAT R
VAT @ 14% R
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Quotation No: AGRI/0809/LEARNING MATERIAL/CON011 AgriSETA Quotation Document
SECTION 3: Pricing Schedule
NAME OF
RESPONDENT:
OFFER TO BE VALID FOR 90 DAYS FROM THE CLOSING DATE OF QUOTATION
Total per phase including
VAT R
3.2 Phase 2: Description Development of suitable Facilitator Guides in outcomes based format for institutional as well as workplace learning aligned to the Unit
Standards as mentioned in the ToR
Cost/person/phase
3.2.1 Person and position Hourly rate excluding VAT Daily rate excluding VAT Person-days to be spent excluding VAT
R R R
R R R
R R R
R R R
Amount for phase
excluding VAT R
VAT @ 14% R
Total per phase including
VAT R
3.3 Phase 3: Description Development of suitable Assessment Guides in outcomes based format for institutional as well as workplace learning aligned to the Unit
Standards as mentioned in the ToR
Cost/person/phase
3.3.1 Person and position Hourly rate excluding VAT Daily rate excluding VAT Person-days to be spent excluding VAT
R R R
R R R
R R R
R R R
Amount for phase
excluding VAT R
Version 1 18 August 2008
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Quotation No: AGRI/0809/LEARNING MATERIAL/CON011 AgriSETA Quotation Document
SECTION 3: Pricing Schedule
NAME OF
RESPONDENT:
OFFER TO BE VALID FOR 90 DAYS FROM THE CLOSING DATE OF QUOTATION
VAT @ 14% R
Total per phase including
VAT R
4 TRAVEL EXPENSES TO COVER ALL PHASES OF PROJECT (SPECIFY, FOR EXAMPLE RATE/KM AND TOTAL KM, CLASS OF AIR TRAVEL, ETC). ONLY ACTUAL
COSTS ARE RECOVERABLE. PROOF OF THE EXPENSES INCURRED MUST ACCOMPANY CERTIFIED INVOICES.
4.1 Description of expense to be incurred Rate Quantity Amount excluding VAT
Travel (km) R R
Car Hire (per day) R R
Flights (economy) R R
Amount excluding VAT R
VAT @ 14% R
Total including VAT R
5 OTHER EXPENSES TO COVER ALL PHASES OF PROJECT (SPECIFY, E.G. THREE STAR HOTEL, BED AND BREAKFAST, TELEPHONE COST, REPRODUCTION COST,
ETC). ON BASIS OF THESE PARTICULAR, CERTIFIED INVOICES WILL BE CHECKED FOR CORRECTNESS. PROOF OF THE EXPENSES MUST ACCOMPANY
INVOICES.
5.1 Description of expense to be incurred Rate Quantity Amount excluding VAT
Accommodation (three star or equivalent) R R
Meals (each) R R
Reproduction costs (per page) R R
Version 1 18 August 2008
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Quotation No: AGRI/0809/LEARNING MATERIAL/CON011 AgriSETA Quotation Document
SECTION 3: Pricing Schedule
NAME OF
RESPONDENT:
OFFER TO BE VALID FOR 90 DAYS FROM THE CLOSING DATE OF QUOTATION
Amount excluding VAT R
VAT @ 14% R
Total including VAT R
6 Period required for commencement with project after acceptance of quotation.
7 Estimated person-days for completion of the project.
8 Are the rates quoted firm for the full period of the contract?
9 If not firm for the full period, provide details of the basis on which adjustments will be applied for, for example
consumer price index.
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