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Part 1 Introduction and Project Overview

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					    INDUSTRIAL DEVELOPMENT
  CORPORATION OF SOUTH AFRICA
            LIMITED


            T17/08/08

REQUEST FOR THE STUDY TO PROVIDE
    AN OVERVIEW OF THE USE OF
 ECONOMIC INTRUMENTS AND ALSO
   DEVELOP SECTORAL PLANS TO
 MITIGATE THE EFFECTS OF CLIMATE
             CHANGE

  CLOSING DATE: 8 SEPTEMBER 2008
                  SECTION: 1

CONDITIONS AND UNDERTAKINGS BY TENDERER IN
          RESPECT OF THIS TENDER




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                        Page 2 of 17
     CONDITIONS AND UNDERTAKINGS BY TENDERER IN RESPECT OF THIS TENDER

1.      Proprietary Information:
        Industrial Development Corporation of SA Ltd (IDC) considers this Tender and all
        related information, either written or verbal, which is provided to the respondent, to
        be proprietary to IDC. It shall be kept confidential by the respondent and its officers,
        employees, agents and representatives. The respondent shall not disclose, publish,
        or advertise this specification or related information to any third party without the
        prior written consent of IDC.

2.      Enquiries

        All communication and attempts to solicit information of any kind relative to this
        Tender should be channeled to:


2.1     Contact person (all technical questions should be in writing)

          Name:                       Mrs Shirley Mampuru
          Telephone Number                 11 269
                                      +27 Office: 3583
          Fax Number:                 +27 11 269 3149
          Email address               shirleym@idc.co.za

3.      All the documentation submitted in response to this tender must be in English.

4.      Vendor should check the numbers of the pages to satisfy themselves that none are
        missing or duplicated. No liability will be accepted by IDC in regard to anything
        arising from the fact that pages are missing or duplicated.

5.      Validity Period

        Responses to this tender received from vendors will be valid for a period of 90 days
        counted from the closing date of the tender.

6.      Submission of Tenders
6.1     Tenders should be submitted in duplicate all bound in a sealed envelope
        endorsed, “TENDER T17/08/08 THE STUDY TO PROVIDE AN OVERVIEW OF
        THE USE OF ECONOMIC INTRUMENTS AND ALSO DEVELOP SECTORAL
        PLANS TO MITIGATE THE EFFECTS OF CLIMATE CHANGE”-. The sealed
        envelope must be placed in the tender box at the Main Reception area of the IDC
        Building, 19 Fredman Drive Sandton by no later than 12h00 noon on Monday 08
        September 2008.

6.2    The closing date, company name and the return address must also be endorsed on
       the envelope.

6.3    If a courier service company is being used for delivery of the tender document, the
       tender description must be endorsed on the delivery note/courier packaging to ensure
       that documents are delivered into the tender box.



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6.4   No tender received by telegram, telex, email, facsimile or similar medium will be
      considered.

6.5   Where a tender document is not in the tender box at the time of the tender closing,
      such a tender document will be regarded as a late tender. Late tenders will not be
      considered.

6.6   Amended tenders may be sent in an envelope marked “Amendment to tender” and
      should be placed in the tender box before the closing time.

6.7   The tenderer is responsible for all the cost that they shall incur related to the
      preparation and submission of the tender document.

6.8   A list of all references (minimum of 3) must be included in the tender document.

6.9   A valid tax clearance certificate must be included in the tender document.

6.10 A copy/s of any affiliations that you are affiliated to.

6.11 Kindly note that the IDC is entitled to amend any tender conditions, validity period,
     specifications, or extend the closing date of tenders before the closing date. All
     tenderers, to whom the tender documents have been issued, will be advised in writing
     of such amendments in good time.

6.12 The IDC reserves the right not to accept the lowest tender or any tender in part or in
     whole. It normally awards the contract to the tenderer who proves to be fully capable
     of handling the contract and whose tender is technically acceptable and/or financially
     advantageous to the IDC.

6.13 The IDC also reserves the right to award this tender to a purely empowerment
     company or may award this tender on condition that a joint venture with an
     empowerment company is formed. This will be added to the criteria when evaluating
     the tenders.

6.14 The IDC also reserves the right to award this tender as a whole or in part without
     furnishing reasons

6.15 The tenderer hereby offer to render all or any of the services described in the attached
     documents to the IDC on the terms and conditions and in accordance with the
     specifications stipulated in this Tender documents (and which shall be taken as part of,
     and incorporated into, this Proposal at the prices inserted therein).

6.16 Tenders submitted by Companies must be signed by a person or persons duly
     authorised thereto by a resolution of a Board of Directors, a copy of which Resolution,
     duly certified be submitted with the Tender.

6.17 The tenderer shall prepare for a possible presentation should IDC require such and the
     tenderer shall be notified thereof no later than 4 (four) days before the actual
     presentation date.



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6.18 The tenderer hereby agree that the offer herein shall remain binding upon him/her and
     receptive for acceptance by the IDC during the validity period indicated and calculated
     from the closing hour and date of the Tender;
     this Proposal and its acceptance shall be subject to the terms and conditions
     contained in this tender document.

6.19 The tenderer furthermore confirm that he/she has satisfied himself/herself as to the
     correctness and validity of his/her Tender response that the price(s) and rate(s) quoted
     cover all the work/item(s) specified in the Tender response documents and that the
     price(s) and rate(s) cover all his/her obligations under a resulting contract and that
     he/she accept that any mistakes regarding price(s) and calculations will be at his/her
     risk.

6.20 The tenderer hereby accept full responsibility for the proper execution and fulfilment of
     all obligations and conditions devolving on him/her under this agreement as the
     Principal(s) liable for the due fulfilment of this contract.

Name of your Company (in
block letters)
Signature(s) of the                                                    Date
Tenderer or assignee(s)                                               Date
Name of person signing
(in block letters)
Capacity

Are you duly authorized to
sign this Tender?
Company Registration
Number
VAT Registration Number
Postal address (in block
letters)
Physical address (in block
letters)
Domicilium citandi et executandi in the RSA (full street address) (in block letters)



Contact person:__________________________

Telephone Number: _______________________.Fax Number: __________________________

Cell phone Number: _______________________

e-mail:___________________________________




6.21 Failure to comply with any of the conditions as set out above will invalidate the tender.

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7.   EVALUATION CRITERIA
     Tenders shall to be evaluated in terms of the following parameters:
Evaluation Criteria
       Technical
       This will be evaluated with regards to your response to Section 2 Statement of
       Compliance and any other related information provided.

       Price
       To be quoted in ZAR and must be exclusive of VAT.
        The tenderer must provide an all inclusive detailed tender indicating the envisaged
           scope of activities, and the costs associated with the same.
        Fees must be quoted in South African Rands and must be VAT exclusive,
           indicating any escalation or any other potential future alteration required. Prices
           are to remain fixed and valid for the entire contract period. All figures to be entered
           without alteration.
        Disbursements should not exceed 10% of the total budget. This should be linked
           to a payment schedule of each deliverable.
        The tenderer is responsible for any costs associated with this tender.
        Specify any exclusion from the tender.
        Describe the required payment terms and schedules, and your proposed
           conditions associated with these.

       Empowerment
       This will be evaluated with regards to the information to be provided with your
       response in relation to Section 3 which entails the extent to which previously
       disadvantaged people are to be involved.

       SME
       Companies with less than 50 employees, making less than R 25m turnover per
       annum and which owns less than R4m total assets qualify.




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                                           Page 6 of 17
       SECTION: 2

SPECIFICATION DETAILS




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             Page 7 of 17
8.      INTRODUCTION

        The issue of climate change and the urgent need to reduce greenhouse gas
        emissions is rising up the agenda in policy and economic fora internationally. In
        South Africa, the 2008 Budget Speech indicated that government will be
        considering policy instruments to effect fiscal policy reform in support of
        sustainable development, particularly regarding the issue of climate change and
        greenhouse gas emissions.

        Policy instruments to mitigate greenhouse gas emissions can have a significant
        impact on high emissions sectors. They also differ in their effect on various
        sectors, particularly from a competitiveness perspective. FRIDGE has identified
        the need to consider the form incentives for greenhouse gas mitigation could take
        in order to ensure that positive impacts on industrial policy objectives are
        achieved.

9.      AIMS & OBJECTIVES

        The aim of this proposed study is to:
      9.1 Provide an overview on the possible options of policy instruments available to
          reduce carbon emissions, and how these instruments might affect achievement
          of national industrial policy objectives.
      9.2 Provide an overview of the various instrument types, and outline possible
          impacts associated with each for industrial policy objectives.
      9.3 Provide an overview of the environmental, economic or fiscal efficiency from a
          national perspective of the instruments.
      9.4 Provide an overview of the actions that could feasibly be taken by sectors to
          achieve mitigation. The overview shall take into account the cost curve
          developed by the IPCC, adapted to SA conditions.
      9.5 Develop comprehensive suggested action plans for sectors mentioned in 10.
      9.6 Identify available new opportunities for business and industrial development
          arising from mitigation of climate change.

10.     SCOPE
        This study will cover the following sectors in accordance with Industrial Policy
        Implementation Plans (IPAPs) definitions where applicable:
         a) Chemical
         b) Metals and engineering
         c) Mining
         d) Liquid fuels
         e) Automotive
         f) Civil and Construction
         g) Agro-processing
         h) Electricity generation and supply

     Instruments discussed must cover both energy efficiency and direct emission
     mitigation as appropriate depending on the sector.

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11.    TIMEFRAMES

       It is anticipated that the study should not take longer than six months.

12.    APPROACH

       The researchers will focus on developing the deliverables identified in 6 below and
       should make use of existing data. It is envisaged that a stakeholder workshop will
       be held to consider the draft deliverables as set out below before finalisation.

       The researchers will report and interact with the FRIDGE Counterpart Group
       (CPG), chaired by the nominated member of the dti/BUSA Climate Change Forum,
       which is ultimately responsible for the finalisation of the research. The CPG will
       act as a clearinghouse for all the work done by the consultants.

13.    DELIVERABLES
       Deliverables should include reports to the CPG on:

  13.1 Possible options of policy instruments available to reduce carbon emissions, and
       how these instruments might affect achievement of national industrial policy
       objectives. The report should include an overview of the various instrument
       types, and an outline of possible impacts associated with each for industrial
       policy objectives.    The report should also include an overview of the
       environmental, economic or fiscal efficiency from a national perspective of the
       instruments.

13.2     For each of the sectors identified in 10 above. The reports should include
         application of the instruments identified in 13.1 to the sector and the actions that
         could be taken by the sector to achieve mitigation.

13.3     Draw a cost curve analysis of identified climate change adaptation & mitigation
         measures.

13.4     A review of current government programmes and incentives in place to facilitate
         investment in climate change mitigation measures and to attract developed
         country partners to invest in climate change related projects in South Africa.

13.4.1 In table format present the suitability and the requirements of all applicable
        incentive programmes that could possibly assist industry with implementation of
        the recommendations put forward.

13.4.2 In table format indicate available new industrial opportunities (for example
        markets, new goods and services) arising from mitigation of climate change

14.    RESEARCH PROCESS

       The research will be managed by the CPG under the auspices of the FRIDGE.
       The researchers will focus on researching and developing a working document
       that deals with the specific objectives of this proposed Study. The researchers will

                               Economic Instruments Confidential
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       report and interact with the CPG, which will ultimately be responsible for the
       finalisation of the research.

       Responsibilities of the Counterpart Group (CPG) will be to:

       a) Evaluate the tenders received from the prospective consultants together with
          the IDC Procurement department;
       b) Assist consultants to access relevant information where problems are
          encountered;
       c) Guide the consultants on the work already done to avoid duplication;
       d) Consider and approve all deliverables submitted by the consultants; and
       e) Ensure that money is spent according to budget.

15.    CONSULTANTS REQUIREMENTS

15.1     The successful consultants will:
15.1.1 have a sound knowledge of the South African industry sectors, energy
        generation and consumption regime,            energy efficiency (EE) strategies and
        climate change mitigation challenges;
15.1.2 have an understanding of the regulatory environment as it pertains to energy
        within the national approach to National Industrial Policy Framework (NIPF) and
        sustainable development;
15.1.3 have an understanding of South Africa’s energy needs and priorities in relation to
        the National Industrial Policy Framework (NIPF);
15.1.4 have an understanding of the use of economic instruments to achieve policy
        objectives
15.1.5 demonstrate have demonstrable research and analytical expertise as well as a
        clear understanding of the dti’s Industrial Policy Action Plan (IPAP);
15.1.6 be South African based and employ South Africans.             Partnership with HDP
        consultants will be an added advantage; and
15.1.7 be willing to work with a broad range of stakeholders from industry, labour and
        government, as this is a multi-stakeholder run project.


15.2     Successful consultant/s will be required to:
15.2.1 Draw on work already done to avoid duplication. In particular the discussion
        document on a Framework for Considering Market-Based Instruments to Support



                              Economic Instruments Confidential
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       Environmental Fiscal Report in South Africa. The CPG will assist consultants in
       this regard;
15.2.2 Report to the counterpart group on completion of each deliverable for discussion
       and validation. Meetings will be held with the CPG at the end of each deliverable
       where they will be approved,
15.2.3 At the end of the project, present the findings of the research study to the
       FRIDGE sub-committee.


15.3   Consultants are requested in their tender to clearly specify the following:
15.3.1 The project schedule including a work breakdown structure containing a list of
       tasks needed for the project and time estimates associated with the individual
       tasks in line with the Terms of reference specifications;
15.3.2 The methodological approach to be followed;
15.3.3 The dates on which they expect to complete specified deliverables;
15.3.4 A schedule of deliverables and proposed meeting dates with the CPG;
15.3.5 A list of the proposed project team and team leader and associated CV’s;
15.3.6 Reference of similar work undertaken;


15.4   Final Report Requirements
15.4.1 Executive summary of report (Word format)
15.4.2 Ten (10) hard copies
Ten (10) interactive CD-ROM versions of Executive Summary, Final report and key data
(hyperlinked and searchable).


16.    OTHER REQUIRED INFORMATION

       Required in your response are the following:

16.1   The number of years’ experience/involvement in providing similar services
       (provide exact details).

16.2   Number of projects/instances where you are/had provide/d services of this
       nature (provide exact details).




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          16.3 Provide at least 3 relevant sites reference in the following format:

COMPANY         CONTACT                TELEPHONE              SCOPE OF WORK       DURATION
                PERSON                 NUMBER                                     FROM       TO




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                                   SECTION: 3




                BLACK ECONOMIC EMPOWERMENT


                                  JOINT VENTURES
Each of the participating companies to complete this questionnaire separately with their
company details.




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                                        Page 13 of 17
ECONOMIC EMPOWERMENT QUESTIONNAIRE

  IDC’s procurement policy supports corporate and professional entities owned by
  historically disadvantaged persons (HDP’s) as viable suppliers to the IDC. In this regard,
  tenderers are required to indicate their involvement, current and planned, with HDP’s as
  detailed below:

   Supplier Registered Name:
   Business Registration No:
   Trading Name:
   Nature of business:
   Types of products/services provided:

17. OWNERSHIP
    (Please complete section A or B)


A. SINGLE ENTITY


Is there equity ownership by Blacks?

17.A.1     If yes, who are the Black equity owners?

(Attach Shareholders’ Certificates)
 Name of the shareholder                           Race             Gender         % shares




17.A.2     Who holds the remaining percentage equity in the business?

(Provide details)
 Name of the shareholder                           Race             Gender         % shares




17.A.3     Are you part of any group or holding company?

    If yes, please include the organization structure, indicating the percentage
    shareholding.
  Name                                        %




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                                         Page 14 of 17
JOINT VENTURE (Alternative to 17.A)
Each of the participating companies to complete this Section 3 questionnaire
separately with their company details

 Name of the partners                   % of work allocated          Rand Value of work
                                        to the partner




Is there equity ownership by Blacks?

17.B.1 If yes, who are the Black equity owners?
(Attach Shareholders’ Certificates)
 Name of the shareholder                     Race                    Gender       % shares




17.B.2 Who holds the remaining percentage equity in the business?
(Provide details)
 Name of the shareholder                   Race              Gender               % shares




17.B.3   Are you part of any group or holding company?
         If yes, please include the organization structure, indicating the percentage
         shareholding.
                  Name                                        %




18.   MANAGEMENT

18.1 To what extent are Blacks involved at board level?
                                                                                          %

(Provide a complete list of Board members and indicate the voting rights %)
    Name                       Gender        Race               % of voting rights




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18.2 To what extent are Blacks involved at operational management?
                                                                                         %


(Provide a detailed breakdown of your organisation’s structure)
 Name              Gender   Race          Qualifications   Years with          % of time
                                                           Company             devoted to
                                                                               company




19.   PURCHASES FROM BLACK BUSINESS

17.1 Do you purchase any of your products/services from Black businesses? (Core and
     non-core)
                                                                  Yes       No



19.2 If yes, what is the Rand value of these products/services for the past 12 months?
                                                                R


    (Provide the list of Black suppliers and contact numbers, type of
    products/services and % black shareholding)
 Name of the Supplier   % Black      Contact number Annual Spend Products/Services
                        shareholding                (Rands)




17.3 What are your company’s total purchases for the last 12 months? (Actual)
                                                              R



18.   SUB-CONTRACTING

18.1 Do you sub-contract any of your requirements to Black businesses?

                                                                    Yes      No




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                                         Page 16 of 17
If Yes, provide the following:
  Project Description Client             Role of the             % of work          Rand value of
                                         subcontracted           allocated to the   work
                                         party                   subcontractor      subcontracted




18.2 Will this initiative (sub-contracting) be related to this tender/project?

                                                                             Yes        No

If Yes, provide the following:
     Project             Client          Role of the             % of work          Rand value of
     Description                         subcontracted           allocated to the   work
                                         party                   subcontractor      subcontracted




19.   OTHER BLACK EMPOWERMENT INITIATIVES

19.1 Are you involved in transfer of skills or technology to black professionals or black
     businesses?
     (Provide details & type of skills/technology, scope, and black suppliers’ names)

                                                                             Yes        No


19.2 Do you have an Employee Equity Plan in terms of the Act?
     (Provide a valid certificate of compliance issued to your company by the
     Department of Labour)
                                                                 Yes       No


19.3 State the number of employees in your company.



19.4 What is your business’s annual turnover?
                                                                       R


19.5 What are your business’ total assets?
                                                                       R

 (Provide your companies audited financial statements for the past two financial
years)

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Description: Part 1 Introduction and Project Overview