SUBMIT PROPOSALS - Companies and

i. The bidder must provide assurance/guarantee to the integrity and safe keeping of the information (that it will not amended/corrupted/distributed/permanently stored/copied by the service provider) for the duration of the contract and thereafter; ii. CIPC reserves the right to negotiate with the successful bidder on price; iii. Travel between the consultant’s home, place of work to the dti Campus (CIPC) will not be for the account of CIPC, including any other disbursements unless agreed to in writing by CIPC prior to the expense being incurred; iv. Government Procurement General Conditions of Contract (GCC) as issued by National Treasury will be applicable on all instances. The general conditions are available on the National Treasury website (www.treasury.gov.za); v. No advance payment will be made. Payment would be made in terms of the deliverables or other unless otherwise agreed upon by CIPC and the successful bidder. CIPC will pay within the prescribed period according to PFMA; vi. The price quoted by the prospective service provider must include Value Added Tax (VAT); vii. The successful bidder must at all times comply with CIPC’s policies and procedures as well as maintain a high level of confidentiality of information; viii. The successful bidder must ensure that the information provided by CIPC during the contract period is not transferred/copied/corrupted/amended in whole or in part by or on behalf of another party; ix. Further, the successful bidder may not keep the provided information by way of storing/copy/transferring of such information internally or to another party in whole or part relating to companies and/or close corporation; x. As such all information, documents, programs and reports must be regarded as confidential and may not be made available to any unauthorized person or institution without the written consent of the Commissioner and/or his/her delegate; xi. The service provider will therefore be required to sign a Declaration of Secrecy with CIPC. At the end of the contract period or termination of the contract, all information provided by CIPC will become the property of CIPC and the service provider may not keep any copy /store/reproduce/sell/distribute the whole or any part of the information provided by CIPC unless authorized in terms of the Declaration of Secrecy; xii. The Service Provider (successful bidder) will be required to sign a Service Level Agreement with CIPC prior to the commencement of the contract; and xiii. Compliance with PFMA regulations in terms of the safeguarding of assets and adequate access control must be guaranteed. Assets include all infrastructure, software, documents, backup media and information that will be hosted at the Offsite ICT Recovery Site. These security measures must be specified in the SLA. xiv. As the commencement of this contract is of critical importance, it is imperative that the prospective Service Provider has resources that are available immediately. Failure to commence with this contract immediately from date of notification by CIPC could invalidate the prospective Service Provider’s proposal. xv. The Service Provider shall be required to provide training & skills transfer for the services as per paragraph 3 of this document. xvi. Service Provider shall provide CIPC with all the license documentation that CIPC is entitled to as per the costing of the licenses. xvii. The Service Provider shall be required to provide training & skills transfer for the services as per paragraph 3 of this document. xviii. Bidders shall be subjected requested to demonstrate all claims made in the proposal. XBRL-Taxanomy ToR of 20 xix. The resources that a bidder supply will be subjected to an assessment results which will determine the suitability of the service provider to implement against the assignment of the ToR. Failure to provide suitable candidates will lead to cancellation of award of the tender. xx. CIPC reserves the right not to make this appointment 12. EVALUATION PROCESS (Criteria) The evaluation process will be done in accordance with the following criteria: Bids will be evaluated in accordance with the 80/20 preference point system contemplated in the Preferential Procurement Policy Framework Act (Act ). 12.1. Evaluation (Phases) The evaluation will be completed in 3 phases: Phase 1: Compliance to minimum requirements Phase 2: Functional Evaluation Phase 3: Price Evaluation 12.2. PHASE 1: COMPLIANCE TO MINIMUM REQUIREMENTS AND MANDATORY REQUIREMENTS During Phase 1 all bidders will be evaluated to ensure compliance to minimum document requirements. Without limiting the generality of the CIPC‘s other critical requirements for this Bid, bidder(s) must submit the documents listed in the Table below. All documents must be completed and signed by the duly authorized representative of the prospective bidder(s). During this phase Bidders’ response will be evaluated based on compliance with the listed administration and mandatory bid requirements. All bidders that comply with the minimum requirements will advance to Phase 2. BIDDERS TO COMPLETE THE TABLE BELOW Item Document that must be submitted Compliance Non-submission may result in disqualification No provide ANSWER: Yes /No 1. Invitation to Bid – SBD 1 Complete and sign the supplied pro forma document. 2. Tax Status – SBD1 Bidders must submit Tax Clearance Certificate (TCC) PIN The TCS PIN will be used for the verification of tax compliance status a Bidder 3. Declaration of Interest –SBD 4 Complete and sign the supplied pro forma document. 4. Declaration of Bidder’s Past Supply Chain Management Complete and sign the supplied pro forma document. Practices – SBD 8 5. Certificate of Independent Bid Determination – SBD 9 Complete and sign the supplied pro forma document. Completion in full of the Request for Proposal documents Bidder to complete and sign documents 6. BIDDERS TO SUBMIT VALID AND COMPLIANT B-BBEE VALID AND COMPLIANT B-BBEE Certificate (Compulsory) Certificate (Compulsory). Latest valid BBBEE certificate- SANAS Accredited or sworn affidavit for EME/QSE signed by FAILURE TO SUBMIT WILL IMMEDIATELY DISQUALIFY YOUR BID the deponent and the Commissioner of Oath FAILURE TO SUBMIT WILL IMMEDIATELY DISQUALIFY YOUR BID. THIS DISQUALIFICATION DOES NOT APPLY TO NON- SOUTH AFRICAN BIDDERS 7. Registration on Central Supplier Database (CSD) Compulsory The Service Provider is encouraged to be registered as a service provider on the Central Supplier Note: Important: Bidders to submit valid and compliant B-BBEE Database (CSD). Visit https://secure.csd.gov.za/ to obtain your. Vendor number. Certificate as well as the CSD report. The BBBEE certificate- Submit PROOF of registration on the Central Supplier Database (CSD Report) SANAS Accredited or sworn affidavit for EME/QSE is the primary verification document to claim points for specific goals for this SUBMIT SUPPLIER UNIQUE REFERENCE NUMBER bid. Failure to submit a compliant B-BBEE certificate will result in disqualification. 8. NB: Pricing Schedule: Submit full details of the Price Proposal in a separate SEALED envelope. Compliance to -19- ANNEXURE “A” Price must be carried over to BOTH SBD 3.3 (Pricing Schedule) and SBD FORM1: (Invitation for Bids). The Total Bid Amount (CEILING AMOUNT) will be used for the evaluation of bids therefore FAILURE TO COMPLY WITH THIS REQUIREMENT SHALL it must be inclusive of all costs for the duration of the contract) IMMEDIATELY DISQUALIFY A BIDDER. FAILURE TO COMPLY WITH THIS REQUIREMENT SHALL IMMEDIATELY DISQUALIFY A BIDDER. XBRL –Taxanomy TOR ToR of 20 9. IMPORTANT: SUBMISSION OF USB . Bidders must submit a USB with their proposal- 1 copy of the original document . USB to be submitted in pdf format and to be read only REFER TO . All documents to be signed and bidders initial each page . Bidders must check that USB sticks open, are readable, and contain no blank pages, BIDDERS TO READ AND UNDERSTAND THE CONDITIONS documents, or folders. Ensure that each folder created is numbered and avoid clustering STATED FROM OF THIS TOR folders with many documents rather create separate folders. . No password protected USB allowed. Do not submit CDS FAILURE TO COMPLY WITH THIS REQUIREMENT SHALL . Bidders will be disqualified should the requirements mentioned on and 6 not complied with. IMMEDIATELY DISQUALIFY A BIDDER. . Important: The USB will be used for evaluation purposes up to tender award, so all documents must be included in the USB, including SBD forms, technical proposal mandatory documents etc.. . FAILURE TO COMPLY WITH THIS REQUIREMENT SHALL IMMEDIATELY DISQUALIFY A BIDDER. 10. Note: All prospective bidders will be expected to attend a FAILURE TO ATTEND THE COMPULSORY BRIEFING SESSION WILL RENDER YOUR BID mandatory briefing session/site visit as determined by the BEING DISQUALIFIED CIPC where questions will be addressed by a panel of the CIPC. 11. Mandatory Requirement: OEM Certificates/Partnership letters • The letter or a testimonial must be submitted in order to proceed to the for the proposed solution. (bidders to submit relevant accreditation certificate/letter) – The letter or a testimonial must be submitted in order to proceed to the If the bidder is the owner of the taxonomy development tool a next phase (phase 2). Bidders to ensure that a letter/ testimonial letter should be provided that confirms they are providing the CIPC with a valid license to use the tool. /certification etc. addressing this requirement is attached. • All bidders are required to comply with this requirement. If they are not the owner of the tool, they need to provide a letter from the owner of the tool stating the bidder is an authorized re- • Should there be no letter/ testimonial /certification etc attached the bid will seller of the tool and that the CIPC will be provided with a valid immediately be disqualified. license to use the tool.which indicates that they are accredited for product/Solution/Systems/Technology manufacturer • The letter/ testimonial /certification must be signed dated by authorized /owner authorising the resale or support of the proposed representative Product/Solution/System/Technology. • It should state expiry date or validity FAILURE TO COMPLY AND SUBMIT 12. BIDDERS TO INDICATE IF THEY READ AND UNDERSTOOD FAILURE TO COMPLY WITH THIS REQUIREMENT SHALL IMMEDIATELY DISQUALIFY A THE CONDITIONS STATED IN TO OF THIS TOR BIDDER. XBRL-Taxanomy ToR of 20 12.3. Phase 2: Functional Evaluation and Compliance to specification All bidders that advance to Phase 2 will be evaluated by a panel to determine compliance to the functional requirements of the bid. The functional evaluation will be rated out of 100 points and will be determined as follows: EVALUATION CRITERIA Rating Weight Total 1 2 3 4 5 1 Technical Expertise 25 Demonstrated expertise with taxonomy development and updates in line with the IFRS and other financial reporting standards (e.g. development and addition of required extensions, requirements analysis, functional and technical specifications). Submit an: • abridged company profile outlining your taxonomy updates expertise (e.g. mentioning of clients worked for, taxonomies implemented or updated and outcome of projects), • outlining of ability for conduct regular reviews of changes applicable to taxonomies developed (e.g. annual updates of the IFRS taxonomy released by the International Accounting Standards Board – IASB) • outlining of experience with source approval for new or revised taxonomies (e.g. with XBRL International) • outlining of ability to apply approved changes for the CIPC taxonomy in line with the international financial reporting standards (e.g. IFRS by IASB and GRAP by South African Accounting Standards Board), Financial Reporting Standards Council (FRSC) and Companies Act developments (including successful gap analysis to determine differences between the current CIPC taxonomy and new releases of IFRS and/or GRAP, project planning and execution). Incorporate ESG (ISSB’s IFRS S1 and IFRS S2) Taxonomy into our CIPC Base Taxonomy, GRI (where applicable), as well as other taxonomy input from fellow-regulators for a multi-regulator entry point (where applicable) as an initiative to address sustainability and climate-related reporting Ratings to be awarded as follows 1. Score = 1: No demonstration of technical expertise (could not provide details on any of the required submissions) 2. Score = 2: Insufficient details provided/ information not fully compliant (could only provide details on some of the required submissions) 3. Score = 3: Sufficient demonstration covering the above requirement. (could provide details on all of the required submissions for at least one client) 4. Score = 4: Detailed relevant demonstration indicating experience with additional relevant information on subject. (could provide details on all of the required submissions for multiple clients) 5. Score = 5: Detailed relevant demonstration indicating experience with additional relevant information on subject with examples of work done. (could provide details on all of the required submissions for multiple clients including the specific accounting standards used by the CIPC namely IFRS and GRAP) Total 100 XBRL –Taxanomy TOR ToR of 20 EVALUATION CRITERIA Rating Weight Total 1 2 3 4 5 2 Training Plan 25 • Provide details on training to be provided to CIPC resource(s) and tool for future independent maintenance and development of taxonomies by the CIPC. The training plan should incorporate the following elements: • Provisioning of a taxonomy development tool (software) mentioning platform requirements for CIPC to utilize the tool from within CIPC environment, as well as potential licensing requirements for continuous future use, upgrades, and support. • Training of 1 – 5 CIPC resource(s) on technical aspects of taxonomies in general as well as specific training on how to utilize the tool. Breakdown of training content / deliverables. Time estimation required for training (e.g. number of hours required for general taxonomy aspects and number of hours required for utilizing the tool) Ratings to be awarded as follows 1. Score = 1: No training plan provided 2. Score = 2:Insufficient details provided/ information not fully compliant Only some of the required elements included in the plan) 3. Score = 3: Training details provided according to the requirement. (all required elements mentioned in plan without exact details) 4. Score = 4:Detailed training and development information with training plan (all required elements covered with exact breakdown of details) 5. Score = 5:Detailed training and development information with training plan with samples/ materials (all required elements covered with exact breakdown of details including relevant training documentation and / or proof of similar training done for other clients) 3. Company Competency Testimonials 25 Provide at least one (1) or more letters/testimonials from references or organizations that you have delivered this type of service to in the past 5 years. The reference should be for similar services Ratings to be awarded as follows 1. Score = 1: No letter or Very poor testimonial provided or content not relevant 2. Score = 2: Not satisfactory performance, content not relevant or not meeting all requirements of this bid 3. Score = 3: Satisfactory performance based on minimum requirements or expectations from clients 4. Score = 4: Slightly better performance than minimum requirements or expectations from client 5. Score = 5: Excellent performance far beyond minimum requirements or expectations from client Total 100 XBRL-Taxanomy ToR of 20 EVALUATION CRITERIA Rating Weight Total 1 2 3 4 5 4 Resource Competency CVs 25 Provide CVs of the people who will be working on the project, clearly setting out their respective roles. E.g. Project Leader, Researchers, IFRS Experts etc. and time required. The CV’s must indicate the experience and success in development and/or maintenance of XBRL taxonomies Ratings to be awarded as follows 1. Score = 1: Relevant Experience less than or equal to 2 years. 2. Score = 2: Relevant Experience greater than 2 years, but not more than 3 years. 3. Score = 3: Relevant Experience greater than 3 years, but not more than 6 years. 4. Score = 4: Relevant Experience greater than 6 years, but not more than 8 years. 5. Score = 5: Relevant Experience greater than 8 years. Total 100 Note: 1. Functionality will count out of 100 points. Bidders must achieve a minimum score of 60 points out of 100 on the functionality evaluation to proceed to the next phase. 2. BIDDERS THAT ACHIEVE LESS THAN 60 POINTS ON FUNCTIONALITY WILL BE DISQUALIFIED FOR FURTHER

XBRL –Taxanomy TOR ToR of 20 13. PHASE 4: PRICING AND PREFERENTIAL PROCUREMENT POLICY Preferential Procurement Policy The bidders that have successfully progressed will be evaluated in accordance with the 80/20 preference point system contemplated contemplated in the Preferential Procurement Policy Framework Act (Act ) as amended together with Preferential Procurement Regulations, 2022 In terms of Regulation 4(2); 5(2); 6(2) and 7(2) of the Preferential Procurement Regulations, preference points must be awarded for specific goals stated in the tender. For the purposes of this tender the tenderer will be allocated points based on the goals stated in table 1 below as may be supported by proof/ documentation stated in the conditions of this tender: The maximum points for this tender are allocated as follows: POINTS PRICE 80 SPECIFIC GOALS 20 Total points for Price and SPECIFIC GOALS 100 1. Failure on the part of a tenderer to submit proof or documentation required in terms of this tender to claim points for specific goals with the tender, will be interpreted to mean that preference points for specific goals are not claimed. Note: Bidders to submit valid and compliant B-BBEE Certificate as well as the CSD report. The B-BBEE Certificate is used as our primary verification document to claim points for specific goals for this bid. Failure to submit a compliant B- BBEE certificate will result in disqualification. 2. 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 # Specific goals allocated points Means of verification and Required Evidence Preference Points (80/20) 1 HDI, Race are black persons (ownership)* • B-BBEE Certificate 10 100% black ownership • CSD Registration report = 10 points • CIPC Company Registration and based on percentage pro rata for black ownership less than 100% Important the CSD will be used as our primary verification documents eg: 67% = 6.7 points 2 Gender are women (ownership)* • B-BBEE Certificate 8 100% or more women ownership = 8 points • CSD Registration report and based on percentage pro rata for black ownership less than 100% • CIPC Company Registration eg: 50% = 4.0 points Important the CSD will be used as our primary verification documents 3 Disability are disabled persons (ownership)* • Confirmation of Disability Form as per SARS (ITRDD Form) 2 WHO disability guideline • Medical Certificate 100% ownership = 2 points Important the CSD will be used as our primary verification documents and based on percentage pro rata for black ownership less than 100% eg: 50% = 1.0 points 3. Important: Bidders to submit valid and compliant B-BBEE Certificate as well as the CSD report. The B-BBEE Certificate the primary verification document to claim points for specific goals for this bid. Failure to submit a compliant B-BBEE certificate will result in disqualification. • Provide fixed price quotation for the duration of the contract • Cost must be VAT inclusive and quoted in South African Rand • Costing should be aligned with the project activities / project phases The bidder with the highest score will be recommended as the successful service provider. XBRL-Taxanomy ToR of 20 14. ANNEXURE (“A”): BID PRICING THIS PAGE MUST BE INCLUDED IN THE PRICE FOLDER AS WELL AS IN THE SEALED PRICE ENVELOP TOGETHER WITH ALL OTHER PRICE DOCUMENTS AS LISTED BELOW No PRICING INSTRUCTIONS: BIDDERS TO COMPLY WITH ALL REQUIREMENTS 1. Applicable Currency: • All prices shall be quoted in South African Rand. 2. Completion of Pricing Schedule: • Bidders shall complete the pricing schedule in full, inserting all the information required therein. • In addition to the pricing schedule in this bid document, bidders may prepare a more detailed pricing schedule should they wish to do so, and include this in their pricing proposal, provided that such additional pricing schedule is in line with the deliverables on the CIPC issued pricing schedule. 3. Applicability of Quoted Prices: • All quoted prices must remain firm for the duration of the contract, unless stipulated otherwise in the special conditions of contract. • The condition must be stated in SBD3.3 as well 4. Total Bid Cost: • Prices quoted must include all applicable taxes including VAT, less all unconditional discounts, plus all costs to deliver the services and/or goods. • Note: Service providers will be responsible for all costs e.g. transportation for ALL activities associated with this bid. It is therefore the bidder’s responsibility to ensure that all costs are included in the price proposal submitted to CIPC 5. Exchange Rate Fluctuations: • Where imported goods or services are to be used, and pricing is subject to exchange rate fluctuations, the applicable foreign currency must be stipulated, as well as the exchange rate at the time of bidding. • The portion of the bid price subject to exchange rate fluctuations must be stated in the pricing schedule- SBD 3.3 6. Bid Price Calculation: • Bidders to not that estimates of quantities are provided to allow for the calculation of a bid price that allows equal comparison between bidders. 8. Applicable SBD Document to be included in the USB as well as sealed Pricing envelop 1. THIS PRICING SCHEDULE ( ANNEXURE H (“A”) 2. SDB 3.3: PRICING SCHEDULE 3. SBD FORM 1: INVITATION TO BIDS FOR 4. A BIDDER MUST ATTACH PRICE BREAKDOWN IN THE BIDDER’S COMPANY LETTERHEAD SIGNED BY AUTHORISED REPRESENTATIVE FAILURE TO COMPLY WITH ALL THE ABOVE REQUIREMENTS FOR PRICING SHALL IMMEDIATELY INVALIDATE THE BID XBRL –Taxanomy TOR ToR of 20 1. The costing should be based on all requirements of the terms of reference for a period 24 months. Pricing to be presented as per the tables below. Prospective bidders must submit a total price as per table below clearly indicating the unit costs and any other costs applicable. The onus is upon the prospective bidders to take into account all costs and to CLEARLY indicate the price. Cost breakdown must be provided, covering all required aspects in this tender. NB The total price must be carried over to the pricing schedule and will be used to evaluate the bids. Prices must be firm for the duration of the project. Price carried over to sbd form 3.3 and sbd form 1 must include all costs for the duration of all period stated above under pricing. Failure to comply with this requirement shall immediately invalidate the bid. Table 1: (format for price quotation): The service provider must provide costing based on the pricing schedule table below. Service providers must endeavor to structure their pricing in terms of deliverables set below on an as and when required basis. Item Description of Element Quantity Price (Excl. Price /Estimated hours VAT) (Incl.VAT) 1. Provision of the services of an expert in taxonomy update in line with the applicable changes 2. Consolidate the taxonomy applicable to CIPC and apply approved changes for the taxonomy in line with the International Financial Reporting Standards (IFRS), GRAP (General Recognized Accounting Practice), requirements of Cooperatives, Chart of Accounts, and the Companies Act. Incorporate ESG (ISSB’s IFRS S1 and IFRS S2) Taxonomy into our CIPC Base Taxonomy, GRI (where applicable), as well as other taxonomy input from fellow-regulators for a multi-regulator entry point (where applicable) as an initiative to address sustainability and climate-related reporting 3. Gain approval (from XBRL International) and publish taxonomy for software service providers consumption 4. Provide a tool for taxonomy maintenance and training to 1-5 CIPC resources that will include full skills transfer of taxonomy development/maintenance to enable the CIPC to maintain its taxonomy independently in future. 5 Any other costs ( please provide detailed ecplaination TOTAL CEILING PRICE TO BE CARRIED OVER TO SBD3.3 AND FORM 1 FOR THE DURATION OF THE CONTRACT. THE TOTAL BID PRICE WILL BE USED FOR PRICE EVALUATION PURPOSES • Provide fixed price quotation for the duration of the contract • Cost must be VAT inclusive and quoted in South African Rand • Costing should be aligned with the project activities / project phases FAILURE TO COMPLY WITH ALL THE ABOVE REQUIREMENTS FOR COSTING SHALL IMMEDIATELY INVALIDATE THE BID. XBRL-Taxanomy ToR of 20 15. BRIEFING SESSION PLEASE NOTE THAT THERE IS NO BRIEFING SESSION SCHEDULED FOR THIS. NONE BRIEFING SESSION/SITE VISIT 16. SUBMISSION OF PROPOSALS Sealed proposals will be received at the Tender Box at the main gate, 77 Mentjies Street, Sunnyside, the DTIC campus Proposals should be addressed to: Manager (Supply Chain Management) Companies and Intellectual Property Registration Office Block F, the dtic Campus, 77 Meintjies Street, Sunnyside PRETORIA 6.2.1. ENQUIRIES A. Supply Chain Enquiries Ms Ntombi Maqhula OR Mr Solomon Motshweni Contact No: (012) 394 3971 /45344 E-mail: Nmaqhula@cipc.co.za OR SMotshweni@cipc.co.za B. Technical Enquiries Mr. Joey Mathekga – Email: Jmathekga@cipc.co.za Note : It is the bidder's responsibility to call CIPC if they have any questions that have not been answered via email, as the system may have flagged their email as spam. .2.2. DEADLINE FOR SUBMISSION BIDS OPENING DATE: 11 DECEMBER 2025 BIDS CLOSING TIME: 11: 00 AM BIDS CLOSING DATE: 05 FEBRUARY 2026 BIDDERS MUST ENSURE THAT BIDS ARE DELIVERED IN TIME TO THE CORRECT ADDRESS. LATE PROPOSALS WILL NOT BE ACCEPTED FOR CONSIDERATION BIDDERS MUST ENSURE THAT BIDS ARE DELIVERED IN TIME TO THE CORRECT ADDRESS. LATE PROPOSALS WILL NOT BE ACCEPTED FOR CONSIDERATION NB: IT IS THE PROSPECTIVE BIDDERS’ RESPONSIBILITY TO OBTAIN BID DOCUMENTS IN TIME SO AS TO ENSURE THAT RESPONSES REACH CIPC, TIMEOUSLY. CIPC SHALL NOT BE HELD RESPONSIBLE FOR DELAYS IN THE POSTAL SERVICES AND BIDS DEPOSITED IN THE INCORRECT BID BOX. BID PROPOSAL MUST BE HAND DELIVERED TO THE CIPC BID BOX AT THE DTIC MAIN GATE”.AT 77 MEINTJIES STREET, SUNNYSIDE XBRL –Taxanomy TOR ToR of 20

The purpose of this document is to outline the terms of reference (TOR) for the invitation of a service provider to submit a quotation for provision of services for maintenance and updates of the current taxonomy designed for CIPC based on regular updates from IFRS, GRAP, Chart of Accounts and the Companies Act, as well as training of internal CIPC resources to develop and maintain the taxonomy independently in the future. This must include: • Provision of the services of an expert in taxonomy updates in line with published applicable changes; • Consolidating the taxonomy applicable to CIPC; • Gain approval and publish taxonomy for service providers’ consumption. Main Aims of Taxonomy Update: • Updated taxonomy to be used by the software service providers for tagging solutions and rendering of XBRL/iXBRL instance documents; • Remain up-to-date with the changing environment of financial reporting and sustainability reporting; • Adherence to the digital representation of accounting standards and sustainability disclosure standards. NB: Bidders should consider and highlight all omissions and exclusions that might affect the effectiveness of the desired service. XBRL-Taxanomy ToR of 20 7. SCOPE OF WORK OF WORK AND OBJECTIVE What CIPC requires: CIPC is currently receiving taxonomy development, maintenance, and training services from a service provider. This contract is set to expire and requires renewal for a new contract period of 2 (two) years. The scope of work for the appointed service provider will be to: • Provide services of one or more experts to CIPC for taxonomy maintenance and update on an as-and-when-required basis (e.g. when changes may be required to GRAP/IFRS or when bugs may be identified) – Ad-hoc support and maintenance. • Regular review of the changes applicable to the taxonomy developed (e.g. IFRS updates published by IASB including IFRS releases foreseen for 2026 and 2027) • Maintain and expand the ESG taxonomy (ISSB’s IFRS S1 and IFRS S2) already incorporated into the 2024 CIPC Base Taxonomy, including the GRI taxonomy, as part of the ongoing initiative to support sustainability and climate-related reporting. • Source approval for the revised taxonomy (with XBRL International); Apply approved changes to the taxonomy in line with international financial reporting standards, Financial Reporting Standards Council updates, and Companies Act developments (formal project planning and execution with defined deliverables and timelines); • Maintenance will be required on the current taxonomy of the CIPC as published on the CIPC website (www.cipc.co.za). • Training of 1–5 internal CIPC resources to the level of independent future taxonomy development and maintenance, which must include the provisioning of a tool for taxonomy development and maintenance. • Provide onsite and virtual support during the period of the contract, including training workshops, troubleshooting, etc 8. BID COSTING REFER AND COMPLETE ANNEXURE “A” -19 THE FOLLOWING DOCUMENTS TO BE ATTACHED 1. SDB 3.3: PRICING SCHEDULE 2. SBD FORM 1: INVITATION TO BIDS 3. A BIDDER MUST ATTACH PRICE BREAKDOWN IN THE BIDDER’S COMPANY LETTERHEAD STATING UNIT COSTS AS WELL AS THE TOTAL BID PRICE INCLUSIVE OF ALL FOR THE DURATION OF THE CONTRACT 4. BIDDERS TO COMPLY WITH ALL CONDITIONS BELOW AS WELL AS THOSE ON WITH REGARDS TO PRICE The costing should be based on all requirements of the terms of reference. The onus is upon the prospective bidders to take into account all costs and to CLEARLY indicate the price. Cost breakdown must be provided, covering all required aspects in this tender. NB The total price must be carried over to the pricing schedule and will be used to evaluate the bids. Prices must be firm for the duration of the project. PRICE CARRIED OVER TO SBD FORM 3.3 AND SBD FORM 1 MUST INCLUDE ALL COSTS FOR THE DURATION OF ALL PERIOD STATED ABOVE UNDER PRICING. FAILURE TO COMPLY WITH THIS REQUIREMENT SHALL IMMEDIATELY INVALIDATE THE BID. Note: Service providers will be responsible for all costs e.g. transportation for ALL activities associated with this XBRL –Taxanomy TOR ToR of 20 The service provider must provide costing based on the pricing schedule table below. Service providers must endeavor to structure their pricing in terms of deliverables set below on an as and when required basis. Item Description of Element 1. Provision of the services of an expert in taxonomy update in line with the applicable changes 2. Consolidate the taxonomy applicable to CIPC and apply approved changes for the taxonomy in line with the International Financial Reporting Standards (IFRS), GRAP (General Recognized Accounting Practice), requirements of Cooperatives, Chart of Accounts, and the Companies Act. Maintain and expand the ESG taxonomy (ISSB’s IFRS S1 and IFRS S2) already incorporated into the 2024 CIPC Base Taxonomy, GRI (where applicable), as well as other taxonomy input from fellow-regulators for a multi-regulator entry point (where applicable) as part of the ongoing initiative to support sustainability and climate-related reporting. 3. Gain approval (from XBRL International) and publish taxonomy for software service providers consumption 4. Provide a tool for taxonomy maintenance and training to 1-5 CIPC resources that will include full skills transfer of taxonomy development/.maintenance to enable the CIPC to maintain its taxonomy independently in future. This includes the provision of onsite and virtual support during the period of the contract, including training workshops, troubleshooting, etc. TOTAL Note: Service providers will be responsible for all costs e.g. transportation for ALL activities associated with this bid. 9. REPORTING The contracted bidder’s account manager will report to the Head of Corporate Compliance and Disclosure Regulation or his delegate. Project plans will be required for major updates (e.g. new release of IFRS taxonomy). Progress meetings need to be conducted and progress reports submitted. Detailed reporting requirements will be included in the SLA, for example: • Monthly written reports will be submitted to the Senior Manager when an active project is underway: The progress reports shall contain at least the following: • Incidents logged during the reporting period; • Progress against project deliverables; • Any other relevant or additional issues/requirements 10. WORKING CONDITIONS 10.1. EQUIPMENT N/A 10.2. PROPRIETARY RIGHTS XBRL-Taxanomy ToR of 20 • The proprietary rights with regard to copyright, patents and any other similar rights that may result from the service rendered by the Service Provider belong to CIPC. • The final product of all work done by the Service Provider shall be handed over to CIPC. • The Service Provider resources may not copy documents and/or information of the relevant systems for any other purpose than CIPC specific requirements and as agreed to by CIPC. 10.3 INDEMNITY / PROTECTION / SAFEGUARD The Service Provider safeguards and sets free CIPC to any losses that may occur due to costs, damage, demands, and claims that is the result of injury or death, as well as any damage to property of any or all service Provider contracting personnel, that is suffered in any way, while delivering a service to CIPC. The Service Provider safeguards and sets free CIPC to any or all further claims for losses, costs, damage, demands and legal expenses as to the violation on any patent rights, trade marks or other protected rights on any software or related data used by the Service Provider. 10.4. GOVERNMENT SAFETY The Service Provider’s attention is drawn to the effect of government Safety Legislation. The Service Provider must ensure (be sure) that relevant steps are taken to notify the appropriate resources whether sub-contacted or not of this requirement. Service Provider resources must at all times follow the security measures and obey the rules as set by the CIPC. 10.5. QUALITY The CIPC Manager will subject the quality and standard of service rendered by the Service Provider to formal CIPC Governance and Quality Control provisions. Should CIPC be of the opinion that the quality of work is not to the required level, the Service Provider will be requested to provide alternative resources as per the contractual provisions and SLA. The service provider will carry all the costs related to these changes. 10.6.KNOWLEDGE TRANSFER The contracted Service Provider will be expected to work in an open and transparent manner, share information and transfer knowledge to CIPC resources. 10.7. TERMINATION The awarded contract will be subject to a 3-month termination notice for operational reasons and/or other contractual provisions. In this case all completed deliverables must be handed over to CIPC. 10.8.CONTRACT DURATION The contract duration is for 24 months, A Service Level Agreement (SLA) will be entered into with the successful bidder. This will be subject to a 3-month termination notice for operational reasons and/or other contractual provisions. XBRL –Taxanomy TOR ToR of 20

No specific requirements found