Appointment of a panel of researchers, evaluators, sector experts and other related specialists for a period ending 31 march 2030

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Returnable Documents: 7.1.1 Company Registration Documents (CIPC), 7.1.2 Bidders CSD (Central Supplier Database) Report / Number, 7.1.3 Joint Venture Agreement, if applicable, 7.1.5.1 SBD 1 (Annexure 1), 7.1.5.2 SBD 4 (Annexure 2)

The purpose of this Request for Proposals (RFP) is to appoint a suitable and experienced

Panel of researchers, evaluators, sector experts and other related specialists from

academia, research institutes, and research consultancies to conduct various

assignments as indicated in the Scope of Work below. The purpose of the panel is to:

 Provide access to a pool of qualified experts in energy and water sectors.

 Support EWSETA in conducting research, evaluations, technical studies, data

analysis, and quality assurance.

 Facilitate timely and efficient procurement of services through a pre-approved

roster of experts.

 Strengthen evidence-based decision-making in skills planning, policy

development, and programme implementation.

The panel will comprise service providers from academia, research institutes, and

research consultancies. Bids from individuals will not be accepted. Service providers

may apply for one or more categories of expertise, provided they meet the relevant

minimum requirements.

The panel will consist of specialists in the following areas:

3.1 Sector Experts

 Provide high-level technical, analytical, and sector-specific expertise in the energy and

water sectors.

 Offer strategic advice, technical inputs, and sector intelligence to support EWSETA’s

planning and decision-making.

 Contribute to research, evaluation and advisory assignments requiring specialised

sector knowledge.

3.2 Researchers

 Conduct research in line with EWSETA requirements.

 Source, analyse and synthesise relevant data and evidence.

 Contribute to the development of research reports, policy briefs, baseline studies,

tracer studies and related outputs.

 Participate in quality assurance and appraisal of research studies.

3.3 Evaluators

 Design and implement evaluation studies in line with the National Policy Evaluation

Framework (NEPF) including diagnostic, design, implementation/process, outcome,

economic, impact and synthesis evaluations.

 Assess intervention relevance, efficiency, effectiveness, sustainability and impact.

 Appraise intervention outcomes and provide evidence-based recommendations.

 Support quality assurance of evaluation processes and deliverables.

3.4 Data Analysts

 Analyse quantitative and qualitative data to generate strategic intelligence from

EWSETA interventions.

 Provide data-driven insights aligned to national policy, sector priorities and skills

planning requirements.

 Develop dashboards, visualisations, and analytical reports to support evidence-based

decision-making.

3.5 Peer Reviewers

 Conduct independent peer review of research, evaluation and related technical

reports.

 Assess methodological rigour, data integrity, quality of analysis, and alignment with

accepted standards. Provide constructive feedback to strengthen the credibility,

relevance and utility of EWSETA knowledge products

4. Categories of expertise

Bidders may apply for one (1) or more of the following categories of expertise:

4.1 Skills Research

This category covers targeted research that generates evidence to inform decision-

making in the energy and water sectors. Required services may include research that

explores skills supply and demand, sectoral labour market dynamics, future skills

requirements, and alignment with national priorities such as the National Development

Plan (NDP), National Skills Development Plan (NSDP) and the EWSETA Research

Agenda. Deliverables may include research reports, policy briefs, baseline studies, tracer

studies, and sector-specific intelligence that can inform strategy and interventions.

4.2 Monitoring & Evaluation (M&E)

This category covers the development and application of M&E frameworks, tools, and

methodologies to assess the performance, relevance, efficiency, and impact of EWSETA

programmes and interventions. Providers will be required to conduct evaluations

(diagnostic, design, implementation/process, outcome, economic, impact and synthesis),

develop indicators and measurement tools, and generate periodic M&E reports. The aim

is to provide actionable insights and lessons that strengthen accountability, enhance

programme effectiveness, and support evidence-based decision-making.

4.3 Skills Planning

This category covers support to EWSETA in producing credible and comprehensive skills

planning outputs that meet DHET’s requirements. This includes analysis of Workplace

Skills Plans (WSPs) and Annual Training Reports (ATRs), development of the Sector

Skills Plan (SSP), and alignment with national and provincial skills development priorities.

Providers must be able to integrate labour market information, stakeholder inputs, and

strategic foresight into the planning process to ensure that skills development initiatives

are demand-led and responsive to industry needs.

4.4 Review of Research and Evaluation Studies

This category covers independent peer review and quality assurance of research and

evaluation studies commissioned or conducted by EWSETA. Service providers will be

expected to assess methodologies, data quality, findings, and recommendations to

ensure rigour, relevance, and alignment with sector priorities and acceptable professional

standards. Reviews should provide constructive feedback, highlight strengths and gaps,

and recommend improvements to enhance the quality and utility of EWSETA’s knowledge

outputs.

5. Minimum requirements

5.1 Requirements for team members

Role Scope/Tasks Minimum Experience

1. Background information ....................................................................................... 3

2. Objectives ..................................................................................................................... 3

3. Scope of work ............................................................................................................. 3

4. Methodology ............................................................................................................. ..4

5. Deliverables ................................................................................................................ 5

6. Evaluation criteria .................................................................................................. 9

7. Notes to bidders ...................................................................................................... 17

8. Sub-contracting ...................................................................................................... 18

9. Submission of bids ................................................................................................... 18

10. Closing date of proposal ................................................................................... 19

11. Tender validity.......................................................................................................... 19

12. Fraud hot-line ........................................................................................................... 19

experience and portfolio and minimum score per category or

evidence qualification category categories

you are

applying for

Skills Applied research, labour Research Lead with a 100

Research market research, skills Master’s or PhD in

supply and demand research

studies, tracer studies, methodology, social

baseline studies, policy science, economics,

research and sector public policy,

intelligence. development studies

or a related field.

Monitoring Diagnostic, design, M&E/Evaluation Lead 100

and implementation/process, with a Master’s or

and assurance, methodology Assurance Specialist

Evaluation review, data quality with a Master’s or

organisation’s strategic objectives through technical expertise, research, evaluation, data

analysis, and peer review. Given the complexity and dynamic nature of the energy and

water sectors, the panel will ensure access to specialised, high-quality, and responsive

services

2. Purpose

The purpose of this Request for Proposals (RFP) is to appoint a suitable and experienced

Qualification

Sector Provide technical, Master’s in a relevant Minimum 5 years’

Experts analytical, and sector- field (advantage: experience in the

energy and/or water specific expertise in PhD).

sector, including the energy and water

involvement in sector

sectors. research, advisory

work, policy analysis,

infrastructure analysis,

or sector diagnostics.

contribution to sector

reports, research

outputs, or advisory

studies.

Researchers Conduct applied Master’s in a relevant Minimum 5 years’

research, source and field (advantage: experience conducting

applied research, analyse data, PhD).

including labour contribute to quality

market studies, skills

appraisal of studies. research, tracer

studies, policy

research, or sector

diagnostics. Evidence

of authored or co-

authored research

reports or studies.

Qualification

Evaluators Conduct evaluation Master’s in M&E or Minimum 5 years’

studies, source and related field experience in M&E,

including design and analyse evidence, (advantage: PhD).

implementation of assess intervention

programme

performance and evaluations such as

contribute to quality diagnostic, design,

assurance. implementation,

outcome, or impact

evaluations.

recognised evaluation

frameworks and

methodologies.

Data Analysts Conduct high-level Honours degree in a Minimum 3–5 years’

data analysis and relevant field experience in data

analysis and analytics, generate intelligence (advantage: advanced

including development from integrated and certification/degree in

of dashboards, data

indicators relevant to data science, IT, visualisation,

policy and planning. statistics or related statistical analysis,

fields). and integration of

datasets. Experience

using analytical tools

such as Power BI,

experience and portfolio and minimum score per category or

evidence qualification category categories

you are

applying for

score

Relevant Institutional Experience: 3 or more relevant assignments 20

Completed institutional assignments that = 20 points

correspond with the selected category. 2 relevant assignments = 15

experienced personnel to execute Fully compliant submitted CV(s)

assignments under the selected category. The = 15 points

bidder must submit CVs for the key personnel Partial compliant CV(s) with no

proposed for the selected category. relevant experience = 10 points

The proposed team member(s) must meet the

minimum experience requirements for that Non-compliant no CV(s) = 0

category. points

Team Composition and Professional Proposed Team Member 20

experienced personnel to execute Fully compliant certified

assignments under the selected category. The qualifications = 20 points

bidder must submit certified copies of relevant Partial compliant uncertified

qualifications for the key personnel proposed qualifications = 15 points

for the selected category. The proposed team No qualifications = 0 points

member(s) must meet the minimum

qualification and experience requirements for

that category.

Total 100

Total score per category: 100 points.

Minimum qualifying threshold per category: 75 points.

academia, research institutes, and research consultancies to conduct various

assignments as indicated in the Scope of Work below. The purpose of the panel is to:

 Provide access to a pool of qualified experts in energy and water sectors.

 Support EWSETA in conducting research, evaluations, technical studies, data

analysis, and quality assurance.

 Facilitate timely and efficient procurement of services through a pre-approved

roster of experts.

 Strengthen evidence-based decision-making in skills planning, policy

development, and programme implementation.

3. Scope of work

3.1 Sector Experts

 Provide high-level technical, analytical, and sector-specific expertise in the energy and

water sectors.

 Offer strategic advice, technical inputs, and sector intelligence to support EWSETA’s

planning and decision-making.

 Contribute to research, evaluation and advisory assignments requiring specialised

sector knowledge.

3.2 Researchers

 Conduct research in line with EWSETA requirements.

 Source, analyse and synthesise relevant data and evidence.

 Contribute to the development of research reports, policy briefs, baseline studies,

tracer studies and related outputs.

 Participate in quality assurance and appraisal of research studies.

3.3 Evaluators

 Design and implement evaluation studies in line with the National Policy Evaluation

Framework (NEPF) including diagnostic, design, implementation/process, outcome,

economic, impact and synthesis evaluations.

 Assess intervention relevance, efficiency, effectiveness, sustainability and impact.

 Appraise intervention outcomes and provide evidence-based recommendations.

 Support quality assurance of evaluation processes and deliverables.

3.4 Data Analysts

 Analyse quantitative and qualitative data to generate strategic intelligence from

platforms will be an

advantage.

Peer Conduct peer review Master’s in a relevant Minimum 8 years’

Reviewers and quality assurance field (advantage: experience in

research or of research and PhD).

evaluation. evaluation reports.

synthesis and review of eight years’ relevant

recommendations for experience in

research and evaluation research, evaluation

studies. or quality assurance.

7.2.2 Standard scoring criteria to be applied within each selected category

Sector Provide technical, Master’s in a relevant Minimum 5 years’ Experts analytical, and sector- field (advantage: experience in the energy and/or water specific expertise in PhD). sector, including the energy and water involvement in sector sectors. research, advisory work, policy analysis, infrastructure analysis, or sector diagnostics. Demonstrated contribution to sector reports, research outputs, or advisory studies. Researchers Conduct applied Master’s in a relevant Minimum 5 years’ research, source and field (advantage: experience conducting applied research, analyse data, PhD). including labour contribute to quality market studies, skills appraisal of studies. research, tracer studies, policy research, or sector diagnostics. Evidence of authored or co- authored research reports or studies. Role Scope/Tasks Minimum Experience Evaluators Conduct evaluation Master’s in M&E or Minimum 5 years’ studies, source and related field experience in M&E, including design and analyse evidence, (advantage: PhD). implementation of assess intervention programme performance and evaluations such as contribute to quality diagnostic, design, assurance. implementation, outcome, or impact evaluations. Experience applying recognised evaluation frameworks and methodologies. Data Analysts Conduct high-level Honours degree in a Minimum 3–5 years’ data analysis and relevant field experience in data analysis and analytics, generate intelligence (advantage: advanced including development from integrated and certification/degree in of dashboards, data indicators relevant to data science, IT, visualisation, policy and planning. statistics or related statistical analysis, fields). and integration of datasets. Experience using analytical tools such as Power BI, Python, R, STATA, SPSS, or similar platforms will be an advantage. Peer Conduct peer review Master’s in a relevant Minimum 8 years’ Reviewers and quality assurance field (advantage: experience in research or of research and PhD). evaluation. evaluation reports.

Duration of the panel  The panel will be established from the date of appointment until 31 March 2030.  EWSETA may at any time terminate the services of the panel.

Contracting Mechanism  Appointment to the panel does not guarantee work.  Specific assignments will be contracted through Request for Quotations (RFQ’s) with clearly defined deliverables, timelines, and costs.  To promote fairness, transparency, and equitable distribution of work in line with applicable SCM prescripts, EWSETA may allocate opportunities on a rotational basis amongst panel members within the relevant category of expertise, taking into account capacity, experience, and past performance.  EWSETA reserves the right not to utilise the Panel of Service Providers and to approach a wider group of potential service providers.  Payment will be made based on satisfactory completion of deliverables, as verified by the EWSETA Project Manager/Steering Committees.

Costing  No costing is required since this is only a panel of pre-approved service providers.

Governance and Management  The panel will be managed through the EWSETA Planning, Monitoring, and Evaluation Department.  All engagements will be governed by Service Level Agreements (SLAs) per assignment.  Providers will report to the designated Project Manager assigned for each task and Steering Committee.

Ethical Standards and Confidentiality  Service providers must adhere to ethical research and evaluation standards.  All data and information accessed during assignments remain the property of EWSETA.  Confidentiality agreements must be signed before commencement of any assignment.

Rules of Engagement  A contract will be signed with each service provider appointed to the panel.  The duration of the contract period will be from date of contracting up to 31 March

The service providers will be required to sign a confidentiality and indemnity agreement with EWSETA on being appointed to the panel.  Panel members are not guaranteed any work under this tender proposal. The basis of engaging the service providers will be on an assignment basis. An RFQ process may be followed or EWSETA may allocate opportunities on a rotational basis amongst panel members within the relevant category of expertise, taking into account capacity, experience, and past performance as and when required to ensure fairness and equitability.  EWSETA may in its sole discretion under specific circumstances award an assignment or any part thereof to more than one panel members.  EWSETA reserves the right to interview panel members and review their suitability for assignments on an ongoing basis and for specific assignments.  The panel members are required to keep the same profile team members as per bid documentation throughout the contract. Should there be changes within the service provider’s structure or team profile, an authorisation in writing should be sought from EWSETA.

B-BBEE Minimum Level: 0

Points Allocation: 80 points

B-BBEE Details: turnable Administrative Documents

Stage 2: Technical/Functionality Evaluation Stage

7.1 Stage 1: Pre-qualification Criteria / Returnable Administrative Documents

Prospective bidders must comply with the requirements and submit all required

documents indicated hereunder with the bid documents at the closing date and time of

Pre-qualification criteria: returnable administrative documents

Administrative Compliance Yes No

7.1.1 Company Registration Documents (CIPC)

7.1.2 Bidders CSD (Central Supplier Database) Report / Number

7.1.3 Joint Venture Agreement, if applicable

7.1.4 Valid B-BBEE Certificate (issued by a SANAS accredited

entity) or duly completed and commissioned B-BBEE Affidavit (

for EME’s and QSE’s). For joint venture submissions a

combined BBBEE certificate/affidavit must be attached.

7.1.5 The following Standard Bidding Documents (SBD) Forms must

be fully completed and signed:

7.1.5.1 SBD 1 (Annexure 1)

7.1.5.2 SBD 4 (Annexure 2)

7.1.6 Annexure 3 - General conditions of Purchase [fully signed on

the last page and initial on each page]

7.1.7 Annexure 4 - POPI Consent forms consent to process (use)

personal information (Informed Consent Notice) as per

Promotion of Access to Information Act , as amended,

(PAIA) and the Protection of Personal Information Act

(Popia)

NB: Should the company be a Joint Venture (JV) both parties

must consent and sign this consent form.

7.1.8 Tax Pin issued by SARS (Tax Clearence Certificate)

If Joint venture, tax Pin for each member.

*NB Bidders will not be disqualified at this stage, should the returnable administrative

documents not be attached; however, should the bidder be recommended all the

documents will be required prior to the award.

7.2 Stage 2: Technical/Functionality Stage

An asse

The Energy and Water Sector Education and Training Authority (EWSETA) is a statutory

body established through the Skills Development Act No. .

Authority (NPA) for criminal investigation and or may be restricted from conducting

business with the public sector for a period not exceeding ten (10) years in terms of

the Prevention and Combating of Corrupt Activities Act No or any other

applicable legislation.

I CERTIFY THAT THE INFORMATION FURNISHED IN PARAGRAPHS 1, 2 and 3

 The panel will be established from the date of appointment until 31 March 2030.

 EWSETA may at any time terminate the services of the panel.

a. Contracting Mechanism

 Appointment to the panel does not guarantee work.

 Specific assignments will be contracted through Request for Quotations (RFQ’s) with

clearly defined deliverables, timelines, and costs.

 To promote fairness, transparency, and equitable distribution of work in line with

applicable SCM prescripts, EWSETA may allocate opportunities on a rotational basis

amongst panel members within the relevant category of expertise, taking into account

capacity, experience, and past performance.

 EWSETA reserves the right not to utilise the Panel of Service Providers and to

approach a wider group of potential service providers.

 Payment will be made based on satisfactory completion of deliverables, as verified by

the EWSETA Project Manager/Steering Committees.

b. Costing

 No costing is required since this is only a panel of pre-approved service providers.

c. Governance and Management

 The panel will be managed through the EWSETA Planning, Monitoring, and Evaluation

d. Ethical Standards and Confidentiality

 Service providers must adhere to ethical research and evaluation standards.

 All data and information accessed during assignments remain the property of

 Confidentiality agreements must be signed before commencement of any assignment.

e. Rules of Engagement

 A contract will be signed with each service provider appointed to the panel.

 The duration of the contract period will be from date of contracting up to 31 March

agreement with EWSETA on being appointed to the panel.

 Panel members are not guaranteed any work under this tender proposal. The basis of

engaging the service providers will be on an assignment basis. An RFQ process may

be followed or EWSETA may allocate opportunities on a rotational basis amongst

panel members within the relevant category of expertise, taking into account capacity,

experience, and past performance as and when required to ensure fairness and

equitability.

 EWSETA may in its sole discretion under specific circumstances award an assignment

or any part thereof to more than one panel members.

 EWSETA reserves the right to interview panel members and review their suitability for

assignments on an ongoing basis and for specific assignments.

 The panel members are required to keep the same profile team members as per bid

documentation throughout the contract. Should there be changes within the service

provider’s structure or team profile, an authorisation in writing should be sought from

that the tax matters of the bidder be in order at the time of award. Failure of the bidder for

not complying with their tax matters at the time of award will result in the bidder being

disqualified.

8.2 Bids received late shall not be considered under any circumstances. A bid will be

considered late if it arrives after 11h00 on/after the closing date.

8.3 The EWSETA will not be liable to reimburse any costs incurred by bidders in preparing

their proposals.

8.4 EWSETA does not bind itself into making an appointment from proposals and offers

received.

8.5 EWSETA reserves the right, at its sole discretion, to cancel this request for proposals,

presentations and price, or not to make any appointment at all.

8.6 EWSETA reserves the right not the award to the highest bidder based on the pricing and

preference points evaluation stage.

8.7 EWSETA will not make upfront payments.

8.8 The successful service provider must undertake to abide by the confidentiality

undertakings contained in the agreement to be concluded.

8.9 The successful bidder will be informed of the outcome. A contract will only be deemed

concluded when reduced to writing and signed by the designated responsible person of

both parties (duly authorised). The designated responsible person of the EWSETA is the

contract termination, and/or reporting to the National Treasury.

of combining their expertise, property, capital, efforts, skill and knowledge in an

activity for the execution of a contract.

Annexure 3: EWSETA GENERAL CONDITIONS OF PURCHASE

a. General

i. Unless otherwise indicated in the bidding documents, the purchaser shall not be liable for any expense

incurred in the preparation and submission of a bid. Where applicable a non-refundable fee for documents

may be charged.

ii. With certain exceptions, invitations to bid are only published in the Government Tender Bulletin. The

Government Tender Bulletin may be obtained directly from the Government Printer, Private Bag X85,

Pretoria 0001, or accessed electronically from www.treasury.gov.za

b. Standard

i. The goods supplied shall conform to the standards mentioned in the bidding documents and specifications.

c. Use of contract documents and information; inspection

i. The supplier shall not, without the purchaser’s prior written consent, disclose the contract, or any provision

thereof, or any specification, plan, drawing, pattern, sample, or information furnished by or on behalf of the

purchaser in connection therewith, to any person other than a person employed by the supplier in the

performance of the contract. Disclosure to any such employed person shall be made in confidence and shall

extend only so far as may be necessary for purposes of such performance.

ii. The supplier shall not, without the purchaser’s prior written consent, make use of any document or

information mentioned in GCC clause 5.1 except for purposes of performing the contract.

iii. Any document, other than the contract itself mentioned in GCC clause 5.1 shall remain the property of the

purchaser and shall be returned (all copies) to the purchaser on completion of the supplier’s performance

under the contract if so required by the purchaser.

iv. The supplier shall permit the purchaser to inspect the supplier’s records relating to the performance of the

supplier and to have them audited by auditors appointed by the purchaser, if so required by the purchaser.

d. Patent rights

i. The supplier shall indemnify the purchaser against all third-party claims of infringement of patent, trademark,

or industrial design rights arising from use of the goods or any part thereof by the purchaser.

e. Performance security

i. Within thirty (30) days of receipt of the notification of contract award, the successful bidder shall furnish to

the purchaser the performance security of the amount specified in SCC.

ii. The proceeds of the performance security shall be payable to the purchaser as compensation for any loss

resulting from the supplier’s failure to complete his obligations under the contract.

iii. The performance security shall be denominated in the currency of the contract, or in a freely convertible

currency acceptable to the purchaser and shall be in one of the following forms:

16. a bank guarantee or an irrevocable letter of credit issued by a reputable bank located in the purchaser’s

country or abroad, acceptable to the purchaser, in the form provided in the bidding documents or another

form acceptable to the purchaser; or

17. a cashier’s or certified cheque

i. The performance security will be discharged by the purchaser and returned to the supplier not later than

thirty (30) days following the date of completion of the supplier’s performance obligations under the contract,

including any warranty obligations, unless otherwise specified in SCC.

b. Use of contract documents and information; inspection

i. The supplier shall not, without the purchaser’s prior written consent, disclose the contract, or any provision

thereof, or any specification, plan, drawing, pattern, sample, or information furnished by or on behalf of the

purchaser in connection therewith, to any person other than a person employed by the supplier in the

performance of the contract. Disclosure to any such employed person shall be made in confidence and shall

extend only so far as may be necessary for purposes of such performance.

ii. The supplier shall not, without the purchaser’s prior written consent, make use of any document or

information mentioned in GCC clause 5.1 except for purposes of performing the contract.

iii. Any document, other than the contract itself mentioned in GCC clause 5.1 shall remain the property of the

purchaser and shall be returned (all copies) to the purchaser on completion of the supplier’s performance

under the contract if so required by the purchaser.

iv. The supplier shall permit the purchaser to inspect the supplier’s records relating to the performance of the

supplier and to have them audited by auditors appointed by the purchaser, if so required by the purchaser.

c. Patent rights

i. The supplier shall indemnify the purchaser against all third-party claims of infringement of patent, trademark,

or industrial design rights arising from the use of the goods or any part thereof by the purchaser.

d. Performance security

i. Within thirty (30) days of receipt of the notification of contract award, the successful bidder shall furnish to

the purchaser the performance security of the amount specified in SCC.

ii. The proceeds of the performance security shall be payable to the purchaser as compensation for any loss

resulting from the supplier’s failure to complete his obligations under the contract.

iii. The performance security shall be denominated in the currency of the contract, or in a freely convertible

currency acceptable to the purchaser and shall be in one of the following forms:

18. a bank guarantee or an irrevocable letter of credit issued by a reputable bank located in the purchaser’s

country or abroad, acceptable to the purchaser, in the form provided in the bidding.

19. documents or another form acceptable to the purchaser; or (b) a cashier’s or certified cheque

i. The performance security will be discharged by the purchaser and returned to the supplier not later than

thirty (30) days following the date of completion of the supplier’s performance obligations under the contract,

including any warranty obligations unless otherwise specified in SCC.

b. Inspections, tests, and analyses

i. All pre-bidding testing will be for the account of the bidder.

ii. 8.2 If it is a bid condition that supplies to be produced or services to be rendered should at any stage during

production or execution or on completion be subject to inspection, the premises of the bidder or contractor

shall be open, at all reasonable hours, for inspection by a representative of the Department or an

organization acting on behalf of the Department.

iii. 8.3 If there are no inspection requirements indicated in the bidding documents and no mention is made in

the contract, but during the contract period it is decided that inspections shall be carried out, the purchaser

shall itself make the necessary arrangements, including payment arrangements with the testing authority

concerned.

iv. 8.4 If the inspections, tests, and analyses referred to in clauses 8.2 and 8.3 show the supplies to be in

accordance with the contract requirements, the cost of the inspections, tests, and analyses shall be defrayed

by the purchaser.

v. Where the supplies or services referred to in clauses 8.2 and 8.3 do not comply with the contract

requirements, irrespective of whether such supplies or services are accepted or not, the cost in connection

with these inspections, tests, or analyses shall be defrayed by the supplier.

vi. Supplies and services which are referred to in clauses 8.2 and 8.3 and which do not comply with the contract

requirements may be rejected.

vii. Any contract supplies may on or after delivery be inspected, tested or analyzed and may be rejected if found

not to comply with the requirements of the contract. Such rejected supplies shall be held at the cost and risk

of the supplier who shall when called upon, remove them immediately at his own cost and forthwith substitute

them with supplies that do comply with the requirements of the contract. Failing such removal, the rejected

supplies shall be returned at the suppliers cost and risk. Should the supplier fail to provide the substitute

supplies forthwith, the purchaser may, without giving the supplier further opportunity to substitute the rejected

supplies, purchase such supplies as may be necessary at the expense of the supplier.

viii. The provisions of clauses 8.4 to 8.7 shall not prejudice the right of the purchaser to cancel the contract on

account of a breach of the conditions thereof or to act in terms of Clause 23 of GCC.

c. Packing

i. The supplier shall provide such packing of the goods as is required to prevent their damage or deterioration

during transit to their final destination, as indicated in the contract. The packing shall be sufficient to

withstand, without limitation, rough handling during transit and exposure to extreme temperatures, salt, and

precipitation during transit, and open storage. Packing, case size, and weights shall take into consideration,

where appropriate, the remoteness of the goods’ final destination and the absence of heavy handling

facilities at all points in transit.

ii. The packing, marking, and documentation within and outside the packages shall comply strictly with such

special requirements as shall be expressly provided for in the contract, including additional requirements, if

any, specified in SCC, and in any subsequent instructions ordered by the purchaser.

d. Delivery and documents

i. Delivery of the goods shall be made by the supplier in accordance with the terms specified in the contract.

ii. Documents to be submitted by the supplier are specified in SCC.

e. Insurance

i. The goods supplied under the contract shall be fully insured in a freely convertible currency against loss or

damage incidental to manufacture or acquisition, transportation, storage, and delivery in the manner

specified in the SCC.

f. Transportation

i. Should a price other than an all-inclusive delivered price be required, this shall be specified in the SCC.

g. Incidental services

i. The supplier may be required to provide any or all of the following services, including additional services, if

any, specified in SCC:

20. performance or supervision of on-site assembly and/or commissioning of the supplied goods;
21. furnishing of tools required for assembly and/or maintenance of the supplied goods;
22. furnishing of a detailed operations and maintenance manual for each appropriate unit of the supplied goods;
23. performance or supervision or maintenance and/or repair of the supplied goods, for a period of time agreed

by the parties, provided that this service shall not relieve the supplier of any warranty obligations under this

contract; and

24. training of the purchaser’s personnel, at the supplier’s plant and/or on-site, in assembly, startup, operation,

maintenance, and/or repair of the supplied goods.

i. Prices charged by the supplier for incidental services, if not included in the contract price for the goods, shall

be agreed upon in advance by the parties and shall not exceed the prevailing rates charged to other parties

by the supplier for similar services.

b. Spare parts

notifications, and information pertaining to spare parts manufactured or distributed by the supplier:

25. such spare parts as the purchaser may elect to purchase from the supplier, provided that this election shall

not relieve the supplier of any warranty obligations under the contract; and

26. in the event of termination of production of the spare parts: of 51

procure needed requirements; and

28. following such termination, furnishing at no cost to the purchaser, the blueprints, drawings, and

specifications of the spare parts, if requested.

a. Warranty

i. The supplier warrants that the goods supplied under the contract are new, unused, of the most recent or

current models, and that they incorporate all recent improvements in design and materials unless provided

otherwise in the contract. The supplier further warrants that all goods supplied under this contract shall have

no defect, arising from design, materials, or workmanship (except when the design and/or material is

required by the purchaser’s specifications) or from any act or omission of the supplier, that may develop

under normal use of the supplied goods in the conditions prevailing in the country of final destination.

ii. This warranty shall remain valid for twelve (12) months after the goods, or any portion thereof as the case

may be, have been delivered to and accepted at the final destination indicated in the contract, or for eighteen

(18) months after the date of shipment from the port or place of loading in the source country, whichever

period concludes earlier, unless specified otherwise in SCC. 15.3 The purchaser shall promptly notify the

supplier in writing of any claims arising under this warranty.

iii. Upon receipt of such notice, the supplier shall, within the period specified in SCC and with all reasonable

speed, repair or replace the defective goods or parts thereof, without costs to the purchaser.

iv. If the supplier, having been notified, fails to remedy the defect(s) within the period specified in SCC, the

purchaser may proceed to take such remedial action as may be necessary, at the supplier’s risk and expense

and without prejudice to any other rights which the purchaser may have against the supplier under the

contract.

b. Payment

i. The method and conditions of payment to be made to the supplier under this contract shall be specified in

upon fulfillment of other obligations stipulated in the contract.

iii. Payments shall be made promptly by the purchaser, but in no case later than thirty (30) days after submission

of an invoice or claim by the supplier.

iv. 16.4 Payment will be made in Rand unless otherwise stipulated in SCC.

c. Prices

i. Prices charged by the supplier for goods delivered and services performed under the contract shall not vary

from the prices quoted by the supplier in his bid, with the exception of any price adjustments authorized in

SCC or in the purchaser’s request for bid validity extension, as the case may be.

d. Contract amendments

i. No variation in or modification of the terms of the contract shall be made except by a written amendment

signed by the parties concerned.

e. Assignments

i. The supplier shall not assign, in whole or in part, its obligations to perform under the contract, except with

the purchaser’s prior written consent.

f. Subcontracts

i. The supplier shall notify the purchaser in writing of all subcontracts awarded under this contract if not already

specified in the bid. Such notification, in the original bid or later, shall not relieve the supplier from any liability

or obligation under the contract.

g. Delays in the supplier’s Performance

i. Delivery of the goods and performance of services shall be made by the supplier in accordance with the time

schedule prescribed by the purchaser in the contract.

ii. If at any time during the performance of the contract, the supplier or its subcontractor(s) should encounter

conditions impeding the timely delivery of the goods and performance of services, the supplier shall promptly

notify the purchaser in writing of the fact of the delay, its likely duration and its cause(s). As soon as

practicable after receipt of the supplier’s notice, the purchaser shall evaluate the situation of 51

iii. No provision in a contract shall be deemed to prohibit the obtaining of supplies or services from a national

department, provincial department, or local authority.

iv. The right is reserved to procure outside of the contract small quantities or to have minor essential services

executed if an emergency arises, the supplier’s point of supply is not situated at or near the place where the

supplies are required, or the supplier’s services are not readily available.

v. Except as provided under GCC Clause 25, a delay by the supplier in the performance of its delivery

obligations shall render the supplier liable to the imposition of penalties, pursuant to GCC Clause

vi. unless an extension of time is agreed upon pursuant to GCC Clause 21.2 without the application of penalties.

vii. Upon any delay beyond the delivery period in the case of a supplies contract, the purchaser shall, without

cancelling the contract, be entitled to purchase supplies of similar quality and up to the same quantity in

substitution of the goods not supplied in conformity with the contract and to return any goods delivered later

at the supplier’s expense and risk, or to cancel the contract and buy such goods as may be required to

complete the contract and without prejudice to his other rights, be entitled to claim damages from the

supplier.

h. Penalties

i. Subject to GCC Clause 25, if the supplier fails to deliver any or all of the goods or to perform the services

within the period(s) specified in the contract, the purchaser shall, without prejudice to its other remedies

under the contract, deduct from the contract price, as a penalty, a sum calculated on the delivered price of

the delayed goods or unperformed services using the current prime interest rate calculated for each day of

the delay until actual delivery or performance. The purchaser may also consider termination of the contract

pursuant to GCC Clause 23.

i. Termination for default

i. The purchaser, without prejudice to any other remedy for breach of contract, by written notice of default sent

to the supplier, may terminate this contract in whole or in part:

29. if the supplier fails to deliver any or all of the goods within the period(s) specified in the contract, or within any

extension thereof granted by the purchaser pursuant to GCC Clause 21.2;

30. if the Supplier fails to perform any other obligation(s) under the contract; or
31. if the supplier, in the judgment of the purchaser, has engaged in corrupt or fraudulent practices in competing

for or in executing the contract.

i. In the event the purchaser terminates the contract in whole or in part, the purchaser may procure, upon such

terms and in such manner as it deems appropriate, goods, works or services similar to those undelivered,

and the supplier shall be liable to the purchaser for any excess costs for such similar goods, works or

services. However, the supplier shall continue the performance of the contract to the extent not terminated.

The evaluation will be in accordance with EWSETA’s SCM Policy, and the Preferential

Procurement Regulations 2022 issued in terms of the Preferential Procurement Policy

Framework Act (Act No. ), whereby the 80/20 preference point system will be

applied to evaluate the received proposals. A total of 80 points will be allocated on price

and 20 points on specific goals to claim the points.

The RFP will be evaluated in two (02) stages as follows

Stage 1: Pre-qualification Criteria: Returnable Administrative Documents

Stage 2: Technical/Functionality Evaluation Stage

7.1 Stage 1: Pre-qualification Criteria / Returnable Administrative Documents

Prospective bidders must comply with the requirements and submit all required

documents indicated hereunder with the bid documents at the closing date and time of

Pre-qualification criteria: returnable administrative documents

Administrative Compliance Yes No

7.1.1 Company Registration Documents (CIPC)

7.1.2 Bidders CSD (Central Supplier Database) Report / Number

7.1.3 Joint Venture Agreement, if applicable

7.1.4 Valid B-BBEE Certificate (issued by a SANAS accredited

entity) or duly completed and commissioned B-BBEE Affidavit (

for EME’s and QSE’s). For joint venture submissions a

combined BBBEE certificate/affidavit must be attached.

7.1.5 The following Standard Bidding Documents (SBD) Forms must

be fully completed and signed:

7.1.5.1 SBD 1 (Annexure 1)

7.1.5.2 SBD 4 (Annexure 2)

7.1.6 Annexure 3 - General conditions of Purchase [fully signed on

the last page and initial on each page]

7.1.7 Annexure 4 - POPI Consent forms consent to process (use)

personal information (Informed Consent Notice) as per

Promotion of Access to Information Act , as amended,

(PAIA) and the Protection of Personal Information Act

(Popia)

NB: Should the company be a Joint Venture (JV) both parties

must consent and sign this consent form.

7.1.8 Tax Pin issued by SARS (Tax Clearence Certificate)

If Joint venture, tax Pin for each member.

*NB Bidders will not be disqualified at this stage, should the returnable administrative

documents not be attached; however, should the bidder be recommended all the

documents will be required prior to the award.

7.2 Stage 2: Technical/Functionality Stage

An assessment of functionality will be based on the evaluation criteria set out below.

Bidders must clearly indicate the category or categories for which they are applying.

Functionality will be assessed separately for each category applied for. A bidder must

score at least 75 points (out of 100 for a specific category) to be recommended for

appointment to that category in order to proceed to Stage 3 of the evaluation process.

Evidence submitted must correspond directly with the category applied for. Evidence that

does not relate to the selected category may not be scored under that category.

7.2.1 Evaluation criteria

Categories of expertise to be applied for by bidders

Category Category-specific Team composition Maximum Tick

experience and portfolio and minimum score per category or

evidence qualification category categories

you are

applying for

Skills Applied research, labour Research Lead with a 100

Research market research, skills Master’s or PhD in

supply and demand research

studies, tracer studies, methodology, social

baseline studies, policy science, economics,

research and sector public policy,

intelligence. development studies

or a related field.

Monitoring Diagnostic, design, M&E/Evaluation Lead 100

and implementation/process, with a Master’s or

Evaluation outcome, economic, PhD in monitoring

(M&E) impact or synthesis and evaluation,

evaluations, M&E development studies,

frameworks, indicator public policy or a

development and M&E related field.

reporting.

Skills Sector Skills Plans, Skills Planning/SSP 100

Planning / WSP/ATR analysis, labour Specialist with a

Sector market intelligence, scarce Master’s or PhD in

and critical skills analysis, skills planning,

Category Category-specific Team composition Maximum Tick

experience and portfolio and minimum score per category or

evidence qualification category categories

you are

applying for

Skills Plan sector priority actions and economics, social

(SSP) DHET-aligned skills science, education,

planning outputs. development studies

or a related field.

Energy and Energy and/or water sector Sector Expert with a 100

Water research, advisory work, Master’s or PhD in

Sector policy analysis, energy studies, water

Expertise infrastructure analysis, resource

sector diagnostics, Just management,

Energy Transition, water engineering,

services, renewable environmental

energy or related technical science, economics,

studies. public policy or a

related field.

Data Quantitative and qualitative Data Analyst with an 100

Analysis data analysis, statistical Honours degree or

analysis, integrated higher in statistics,

datasets, data data science,

visualisation, dashboards economics,

and analytical reporting econometrics,

using tools such as Power information systems

BI, Python, R, STATA, or a related field.

SPSS or similar platforms. Advanced analytics

certification is an

advantage.

Review of Independent peer review, Peer 100

Research technical quality Reviewer/Quality

and assurance, methodology Assurance Specialist

Evaluation review, data quality with a Master’s or

Studies appraisal, evidence PhD and at least

synthesis and review of eight years’ relevant

recommendations for experience in

research and evaluation research, evaluation

studies. or quality assurance.

7.2.2 Standard scoring criteria to be applied within each selected category

Criteria Scoring Weighted

score

Relevant Institutional Experience: 3 or more relevant assignments 20

Completed institutional assignments that = 20 points

correspond with the selected category. 2 relevant assignments = 15

Evidence may include report titles, excerpts,

points

links, executive summaries or other verifiable

information confirming the client, nature of 1 relevant assignment = 10

work and year completed. points

The information provided must correspond No relevant assignment = 0

with the category or categories for which points

the bidder applies.

Reference letters 5 or more valid letters = 25 25

Valid reference letters not older than 10 years points

from reputable and registered 4 valid letters = 20 points

organisations/institutions. Each reference

3 valid letters = 15 points

letter must be on the client’s letterhead and

must reflect at least the name of the client, 2 valid letters = 10 points

title/nature of services rendered, year

1 valid letter = 5 points

completed, contactable referee and signature.

Letters must relate directly to the category No valid letter = 0 points

applied for.

NB: EWSETA may contact listed references

to validate the information contained in the

letter. Should unfavourable feedback be

received, it may be taken into account in the

scoring process. Responses to reference

checks must be provided within three (3)

business days from the date of request. If

EWSETA does not receive a response within

this timeframe, the corresponding reference

letter may be scored zero (0).

Criteria Scoring Weighted

score

Portfolio of Evidence of the proposed 3 or more relevant samples = 20

Resource 20 points

2 relevant samples = 15 pointsCategory-specific samples that demonstrate

1 relevant sample = 10 pointsthe quality and relevance of previous work.

No relevant sample = 0 points

Examples include research reports,

evaluation reports, SSP excerpts, sector

advisory outputs, dashboards, analytical

reports, peer review reports, policy briefs or

similar outputs.

Samples must be directly linked to the

category applied for.

Team Composition and Professional Proposed Team Member 15

Competence Per Category - Experience Experience per Category:

Availability of suitably qualified and

experienced personnel to execute Fully compliant submitted CV(s)

assignments under the selected category. The = 15 points

bidder must submit CVs for the key personnel Partial compliant CV(s) with no

proposed for the selected category. relevant experience = 10 points

The proposed team member(s) must meet the

minimum experience requirements for that Non-compliant no CV(s) = 0

category. points

Team Composition and Professional Proposed Team Member 20

Competence Per Category - Qualifications Qualification per Category:

Availability of suitably qualified and

experienced personnel to execute Fully compliant certified

assignments under the selected category. The qualifications = 20 points

bidder must submit certified copies of relevant Partial compliant uncertified

qualifications for the key personnel proposed qualifications = 15 points

for the selected category. The proposed team No qualifications = 0 points

member(s) must meet the minimum

qualification and experience requirements for

that category.

Total 100

Total score per category: 100 points.

Minimum qualifying threshold per category: 75 points.

Where a bidder applies for more than one category, the same evidence may only be

considered across categories where it is clearly relevant to each category. EWSETA reserves

the right to score each category independently based on the evidence submitted for that

category.

7.2.3 Notes to Bidders

 All procurement processes will be managed in line with PFMA Section 38, Treasury

Regulations 16A, and National Treasury prescripts on value-for-money,

transparency, and accountability.

 Bidders must confirm compliance with the Preferential Procurement Regulations,

2022, and note that preference points will be awarded strictly in terms of the 80/20 or

90/10 system, as applicable.

 The applicable preference point system for this tender is the 80/20 preference points

system; 80 points are awarded for price, and 20 points are awarded for specific goals.

 The points scored in respect of specific goals will be added to the points scored for

price.

 For the purpose of evaluating preference points, the following preference point

systems will be applicable to all bids, whereby preference points shall be awarded for

Price and B-BBEE Status Level of Contribution.

 The points scored in respect of B-BBEE contribution will be added to the points scored

for price.

 The following formula will be used to calculate the points for Price:

Pt  P min

Ps  80 1(  )

P min

Where

Ps = Points scored for comparative price of proposal or quotation

Pt = Comparative price of proposal or offer

P min = Comparative price of lowest acceptable proposal or offer

The following table must be used to calculate the score out of 20 for B-BBEE

B-BBEE Status Level of contributor Number of points 80/20 system)

1 20

2 18

3 14

4 12

5 8

6 6

7 4

8 2

Non-compliant contributor 0

Bidders are required to submit original and valid B-BBEE Status Level Verification

Certificates or certified copies thereof together with their bids, to substantiate their B-

BBEE rating claims.

A tenderer failing to submit proof of B-BBEE status level of contributor or is a non-

compliant contributor to B-BBEE may not be disqualified but may only score points out of

80 for price; and scores 0 points out of 20 for B-BBEE.

A trust, consortium or joint venture must submit a consolidated B-BBEE Status Level

Verification Certificate for every separate bid.

A bidder will not be awarded points for B-BBEE status level if it is indicated in the bid

documents that such a bidder intends sub-contracting more than 25% of the value of the

contract to any other enterprise that does not qualify for at least the points that such a

bidder qualifies for, unless the intended sub-contractor is an EME that has the capability

and ability to execute the sub-contract.

7.2.4 Financial Proposal

 No financial proposals will be expected from bidders at this stage since this is a

panel appointment, price will not be assessed, only Technical assessment scores to

determine/approve panellists.

 Successful bidders will often compete through Requests for Quotations (RFQs) with

clearly defined deliverables, timelines, and costs

 EWSETA reserves the right to enter into negotiations with successful bidders on the

offered price.

NB: Bidders who are registered for VAT who submit bids without VAT will be

disqualified.

All bidders are required to complete the VAT declaration below. This information is necessary

for compliance and evaluation purposes. Failure to declare VAT status or provide a valid VAT

number (if registered) may lead to disqualification or non-evaluation of your submission.

Question Response

Are you a VAT-registered vendor? Yes No

Vat Registration Number (if applicable) ________________

8. Notes to bidders

Outlined below are basic requirements that each bid must comply with. Failure of any bid

to meet any or all of these requirements may disqualify such a bid from the evaluation

process:

8.1 Prospective bidders must ensure that their tax matters are in order in line with the

Treasury Regulations and reflect accordingly on CSD. It is therefore a condition of this bid

that the tax matters of the bidder be in order at the time of award. Failure of the bidder for

not complying with their tax matters at the time of award will result in the bidder being

disqualified.

8.2 Bids received late shall not be considered under any circumstances. A bid will be

considered late if it arrives after 11h00 on/after the closing date.

8.3 The EWSETA will not be liable to reimburse any costs incurred by bidders in preparing

their proposals.

8.4 EWSETA does not bind itself into making an appointment from proposals and offers

received.

8.5 EWSETA reserves the right, at its sole discretion, to cancel this request for proposals,

presentations and price, or not to make any appointment at all.

8.6 EWSETA reserves the right not the award to the highest bidder based on the pricing and

preference points evaluation stage.

8.7 EWSETA will not make upfront payments.

8.8 The successful service provider must undertake to abide by the confidentiality

undertakings contained in the agreement to be concluded.

8.9 The successful bidder will be informed of the outcome. A contract will only be deemed

concluded when reduced to writing and signed by the designated responsible person of

both parties (duly authorised). The designated responsible person of the EWSETA is the

Chief Executive Officer or his written authorised delegate.

8.10 The EWSETA undertakes to pay valid invoices in full within 30 (thirty) days if all

supporting documents are submitted.

8.11 Please note that any plagiarism of any sort contained within any bid or any other

documents submitted to the EWSETA by any bidder will result in the disqualification of

the respective bidder.

8.12 EWSETA may request clarification or further information regarding any aspect of the

bidder. The bidder must provide the requested information within forty-eight (48) hours

after the request has been made; otherwise, the bidder may be disqualified.

8.13 In the absence of a team member included in the proposal post award, a suitable

replacement must be organised with EWSETA’s prior approval.

8.14 Scheduled outages, after hours or weekends must be part of total costs and NOT

additional cost.

8.15 All bidders are to take note of the implications of contravening the Prevention and

Combating of Corrupt Activities Act, Act No and any other Act applicable.

EWSETA reserves the right to appoint more than one service provider.

9. Sub-contracting

A tenderer will not be awarded points for B-BBEE status level if it is indicated in the tender

documents that such a tenderer intends sub-contracting more than 25% of the value of

the contract to any other enterprise that does not qualify for at least the points that such

a tenderer qualifies for unless the intended sub-contractor is an exempted micro-

enterprise that has the capability and ability to execute the sub-contract.

10. Submission of bids

Bidders are required to submit ONE original plus two copies and an electronic copy on a USB

of the bid document which should be hand delivered to the following address:

 EWSETA, 22 Wellington Road

Parktown, 2193

 The Bid number, Title of the bid, and name of the bidder must be endorsed on the

envelope:

Tender Bid: Technical Proposal

Marked with the name of the bidder, contact details, company address, closing date,

and Titled:

Technical Proposal for EWSETA Tender No: EWSETA/RFP/003/2026-27

11. Closing date of proposal

A comprehensive proposal together with supporting documents must reach EWSETA by

no later than Friday 28 August 2026 not later than 11:00 am.

*NB Please note that no late proposals will be considered.

12. Tender validity

This RFP shall be valid for 90 working days calculated from the Bid closing date.

13. Fraud hot-line

EWSETA subscribes to fair and just administrative processes. EWSETA therefore urges

its clients, suppliers, and the general public to report any fraud or corruption to:

Ewseta vuvuzela fraud and ethics hotline

Free Call: 0800 611 205 or SMS: 30916

Email: [email protected]

Or visit their website: https://www.thehotline.co.za/

14. Contract management

The contract will be managed in accordance with Treasury Regulation 16A9 (Contract

Management).

Non-performance will attract penalties as stipulated, including withholding of payments,

contract termination, and/or reporting to the National Treasury.

15. Fraud & ethics

Bidders must commit to ethical conduct and confirm that they have not engaged in

fronting, collusion, or corrupt practices.

Any bidder found guilty will be disqualified and reported to relevant authorities in line with

Treasury Instruction Note /22.

Annexure 1 - standard bidding document (sbd) 1:

Invitation to bid

You are hereby invited to bid for requirements of the ewseta

Closing closing

BIDNUMBER: EWSETA/RFP/003/2026-27 DATE: 28 August 2026 TIME: 11:00

Appointment of a panel of researchers, evaluators, sector experts

Description and other related specialists for a period ending 31 march 2030

Bid response documents should be sent to the SCM email address

Ewseta

Alchemy Building, Ground Floor

22 Wellington Road

Parktown, Johannesburg

2198

Bidding procedure enquiries may be

Directed to technical enquiries may be directed to:

SCM admin SCM admin

Contact person contact person

Telephone number 011 274 4700 telephone number

Facsimile number facsimile number

[email protected]

[email protected] g.za

E-mail address e-mail address

Supplier information

Name of bidder

Postal address

Street address

Telephone number code number

Cellphone number

Facsimile number code number

E-mail address

VAT registration

Number

Supplier compliance tax compliance central supplier

Status system or database

PIN: No: MAAA

2.1 Are you the

2.2 Are you a

ACCREDITED Yes No

Foreign based

Representative

Supplier for the

IN SOUTH AFRICA Yes No [IF YES, ANSWER THE

Goods /services

For the goods questionnair

Offered?

/Services [if yes enclose proof] e below]

Offered?

Questionnaire to bidding foreign suppliers

Is the entity a resident of the republic of south africa (RSA)? yes

NO

Does the entity have a branch in the RSA? yes NO

Does the entity have a permanent establishment in the RSA?

Yes NO

Does the entity have any source of income in the RSA? yes

NO

Is the entity liable in the RSA for any form of taxation? Yes

NO

If the answer is “NO” to all of the above, then IT is not a requirement to register for a

Tax compliance status system pin code from the south african revenue service

(SARS) and if not register as per 2.3 Below.

Part b

Terms and conditions for bidding

1. Bid submission:

1.1. Bids must be delivered by the stipulated time to the correct address. Late bids

Will not be accepted for consideration.

1.2. All bids must be submitted on the official forms provided–(not to be re-typed) or

Physically

1.3. Bidders must register on the central supplier database (csd) to upload

Mandatory information, namely: (business registration/ directorship/

Membership/identity numbers; tax compliance status; and banking information

For verification purposes). B-bbee certificate or sworn affidavit for b-bbee

Must be submitted to bidding institution.

1.4. Where a bidder is not registered on the csd, mandatory information namely:

(Business registration/ directorship/ membership/identity numbers; tax

Compliance status may not be submitted with the bid documentation. B-bbee

Certificate or sworn affidavit for b-bbee must be submitted to bidding

Institution.

1.5. This bid is subject to the preferential procurement policy framework act 2000

And the preferential procurement regulations, 2017, the general conditions of

Contract (gcc) and, if applicable, any other legislation or special conditions of

Contract.

2. Tax compliance requirements

2.3 Bidders must ensure compliance with their tax obligations.

2.4 Bidders are required to submit their unique personal identification number

(Pin) issued by SARS to enable the organ of state to view the taxpayer’s

Profile and tax status.

2.5 Application for tax compliance status (tcs) or pin may also be made via e-filing.

In order to use this provision, taxpayers will need to register with SARS as e-

Filers through the website www.SARS.GOV.ZA.

2.6 Bidders may also submit a printed tcs together with the bid.

2.7 In bids where consortia / joint ventures / sub-contractors are involved, each

Party must submit a separate proof of tcs / pin / csd number.

2.8 Where NO tcs is available but the bidder is registered on the central supplier

Database (csd), a csd number must be provided.

3. Questionnaire to bidding foreign suppliers

3.1. Is the bidder a resident of the republic of south africa (RSA)? yes NO

3.2. Does the bidder have a branch in the RSA? yes NO

3.3. Does the bidder have a permanent establishment in the RSA? yes NO

3.4. Does the bidder have any source of income in the RSA? yes NO

If the answer is “NO” to all of the above, then, IT is not a requirement to obtain a

Tax compliance status / tax compliance system pin code from the south african

Revenue service (SARS) and if not register as per 2.3 Above.

Nb: failure to provide any of the above particulars may render the

Bid invalid.

Signature of bidder: ...................................................

Capacity under which this bid signed...................................................

(Proof authority must be submitted e.g. company resolution)

Date: .................................

Annexure 2 – sbd4 - bidder’s disclosure

1. Purpose of the form

Any person (natural or juristic) may make an offer or offers in terms of this invitation to

bid. In line with the principles of transparency, accountability, impartiality, and ethics as

enshrined in the Constitution of the Republic of South Africa and further expressed in

various pieces of legislation, it is required for the bidder to make this declaration in respect

of the details required hereunder.

Where a person/s are listed in the Register for Tender Defaulters and / or the List of

Restricted Suppliers, that person will automatically be disqualified from the bid process.

2. Bidder’s declaration

2.1 Is the bidder, or any of its directors / trustees / shareholders / members / partners or

any person having a controlling interest1 in the enterprise,

employed by the state? YES / NO

2.1.1 If so, furnish particulars of the names, individual identity numbers, and, if applicable,

state employee numbers of sole proprietor/ directors / trustees / shareholders /

members/ partners or any person having a controlling interest in the enterprise, in

table below.

Full Name Identity Number Name of State institution

2.2

Do you, or any person connected with the bidder, have a relationship with any

person who is employed by the procuring institution? YES /

NO

2.2.1 If so, furnish particulars:

................................................................................................

1 the power, by one person or a group of persons holding the majority of the equity of an enterprise,

alternatively, the person/s having the deciding vote or power to influence or to direct the course and

decisions of the enterprise.

................................................................................................

2.3 Does the bidder or any of its directors / trustees / shareholders / members / partners

or any person having a controlling interest in the enterprise have any interest in any

other related enterprise whether or not they are bidding for this contract? YES/ NO

2.3.1 If so, furnish particulars:

........................................................................................

........................................................................................