Management of the rosemoor home for the aged, george (3-Year contract)

A compulsory clarification briefing will be held at Rosemoor Home for the Aged, Erf 8615, 2 Attakwa Street, Rosemoor, George, at 10:00 on Thursday, 05 November 2026. Non-attendance disqualifies the tender.

Enquiries

• Contact: Ms. Simnikiwe Mbekushe
• Email: [email protected]
• Telephone: (044) 802 2019

Issuing office

• George Municipality, PO Box 19, George, 6530

Document collection

• Supply Chain Management Unit, Civic Centre, 5th Floor, 71 York Street, George

Submission address

• Tender box, Supply Chain Management Unit, Civic Centre, 5th Floor, 71 York Street, George

Service venue

Rosemoor Home for the Aged

Erf 8615, 2 Attakwa Street

Rosemoor, George

Submission method and location

• Tenders must be placed in the tender box at the Supply Chain Management Unit, Civic Centre, 5th Floor, York Street, George, by 12:00 on Friday, 27 November 2026.
• The envelope must be sealed and clearly marked with Tender No. GMT005/26-27.
• Bids must be submitted on the official forms; they must not be re-typed.
• Posted, faxed or e-mailed tenders will not be accepted. Late or unmarked tenders will not be considered.
• The tender box is open from 07:45 to 16:30 on weekdays only.
• Tenders will be opened at 12:05 on the closing day in the George Committee Room.

Returnable documents (each must be completed, signed and submitted)

• Tenderer contact details and details of tenderer.
• Details of the tendering entity's bank (authorises the Municipality to obtain a financial reference).
• Board of Directors/Members/Partners Resolution authorising the named signatory.
• For consortia/joint ventures: a Joint Venture Resolution and the Joint Venture Agreement (required or the bid is disqualified), plus a separate tax clearance certificate for each party.
• Schedule of Proposed Sub-Contractors.
• Past Experience schedule (compulsory).
• The Tender Offer and Acceptance form.
• MBD 1 – Tax Compliance Information (submit TCS PIN or CSD number).
• MBD 4 – Declaration of Interest: discloses whether any director/shareholder is employed by or connected to the state.
• MBD 6.1 – Preference Points Claim form.
• MBD 8 – Declaration of Bidder's Past Supply Chain Management Practices.
• MBD 9 – Certificate of Independent Bid Determination: certifies no collusion and independent pricing.
• Certificate for Municipal Services.
• Proof of tax compliance (TCS PIN or CSD number).

Disqualification risks

• Non-attendance at the compulsory briefing on 05 November 2026.
• Any mandatory Phase 1 document missing or unsigned (automatic disqualification).
• Late, e-mailed, posted, faxed, or unmarked submissions.
• Bids from persons in the service of the state, provincial government or a municipality.

Complete the tenderer contact details, details of tenderer, details of the tendering entity's bank, board resolution (and joint venture resolution and agreement if applicable), schedule of proposed sub-contractors, past experience schedule, tender offer and acceptance, MBD 1, MBD 4, MBD 6.1, MBD 8, MBD 9, certificate for municipal services, and submit a TCS PIN or CSD number. A joint venture agreement is mandatory for consortia/JVs. All documents must be signed by an authorised representative.

Evaluation is in three phases; bidders must pass each to be considered for the next.

Phase 1 – Administrative Compliance and Mandatory Requirements

• All required documents must be submitted and signed by an authorised representative.
• Failure to submit or sign any document results in automatic disqualification.
• Mandatory documents that render a bid non-responsive if missing: valid NPO/NPC registration number; audited financial statements; bank statements for the last 3 months; proof of a subsidy from the Department of Social Development and/or other funders; roadworthy vehicle certificate; certified copies of key personnel qualifications, driver's licence and PDP.

Phase 2 – Functionality (maximum 65 points; minimum qualifying score: 43)

Scoring:

• Years' experience as a registered NGO/NPO (15 points): 10+ years = 15; more than 3 but less than 10 = 10; 3 years = 5; less than 3 = 0.
• Proven track record with the elderly – references with contact details (10 points): 3 or more = 10; 2 = 6; 1 = 3; none = 0.
• Programmes according to the Older Persons Act 13 (15 points): framework for 13+ programmes = 15; at least 10 = 10; at least 5 = 5; none = 0.
• Menu approved by a health care professional (5 points): attached = 5; not attached = 0.
• Business plan (20 points): comprehensive = 20; detailed with minor gaps = 15; adequate but lacking depth = 10; vague = 5; not submitted = 0.
• Points are awarded once per category; duplicate references from the same company on the same project must be avoided.
• References must be relevant to the Terms of Reference.

Phase 3 – Price, B-BBEE and Specific Goals (100 points)

• Price: 80 points.
• B-BBEE status and Specific Goals: 20 points.
• Award under the PPPFA Regulations 2022, the Municipality's SCM Policy and Preferential Procurement Policy.
• Unclear, vague, incomplete information, or missing attachments score no points.

Facility and scope

• Day-to-day management of the Rosemoor Units for the Aged, Erf 8615, 2 Attakwa Street, George — 130 units (55 double, 75 single; 185 residents).
• Municipal responsibility for building maintenance, waiting list, unit allocation and rental agreements stays with George Municipality.
• Contract period: three years.

Administration and staffing

• Administrative staff on site weekdays 08:00–16:30 and available for after-hours emergencies.
• Manage admissions to the units.
• Deal with occupant complaints; provide monthly reports on maintenance, social issues and complaints.
• Implement house rules per Council policy; report violence, misuse or rule-breaking immediately.
• Inform the Municipality whenever an occupant dies or vacates a unit.
• At occupation, register tenants at an Old Age Centre and maintain that relationship for eventual placement.
• Collect occupant income certificates when necessary; address funeral policy and identity document needs.
• Report to SASSA when grants are misused by family or loan sharks.

Catering

• Provide well-balanced meals three times a day (breakfast, lunch, supper).
• Appoint a cook who must obtain a Certificate of Acceptance for the kitchen.
• Supply own insured kitchen equipment (ovens, cookers, fridges, utensils, cutlery).
• Menu must be approved by a health care professional (scored under functionality).

Transport

• Provide own roadworthy vehicle and a driver (Code C licence + PDP) to take residents to town, clinics and doctors.

Personnel (qualified key personnel)

• Social Worker: 3-year tertiary qualification (B-degree or National Diploma), 3–5 years' relevant experience, computer literate; conducts eligibility assessments and provides psychosocial support.
• Social Auxiliary Worker: 3-year tertiary qualification, 1–3 years' experience; handles intakes and client files.
• Home Based Care Worker: Grade 12.
• Nurse: Enrolled Nurse with SANC enrolment; computer literate.
• Driver: Grade 10, Code C licence, PDP.

Programmes for the elderly (under the Older Persons Act 13)

• Economic empowerment: income-generating, food/gardening, arts/crafts, poverty relief, employment projects.
• Information campaigns: rights of older persons, abuse, health/lifestyle (e.g. dementia), access to services.
• Education/skills: ABET, life skills (budgeting, grand parenting), computer and community skills training.
• Health/cultural/social: religious activities, primary health care (immunisation, podiatry), indigenous games, pension/grant access, referral advice.
• Nutrition: meals on wheels, food on foot, pre-planned varied menu, special diets, cultural/religious accommodation, food parcels.
• Recreation: cultural, indoor/outdoor games, library, social, sport, physical exercise, active ageing.
• Counselling: bereavement, trauma, pre/post-retirement, support groups, telephone helpline.
• Professional care: sessional social work, primary health care nurse, rehabilitation workers (physio/OT assistants), assistive devices.
• Indigent policy awareness: rebates, rates concessions, referral systems.
• Multi-purpose community use: outreach, cooperation agreements.
• Integrated community care: directory of services, use of older persons' skills.
• Intergenerational programmes: reality orientation, after-school classes, story telling, cultural games, grand parenting, moral regeneration.
• Other: facilitate access to transport, assistive devices, promote independent functioning and self-fulfilment.

The bidder must also address social issues and apply in advance for a home for frail care, and provide its own office furniture, laptops and stationery.

The bidder must provide a track record of years of experience as a registered NGO/NPO, with three references. Functionality scoring rewards 10+ years (15 points), more than 3 but less than 10 years (10), 3 years (5), less than 3 (0). Proven track record with the elderly carries up to 10 points based on the number of contactable references. The Past Experience schedule is compulsory and must list similar services, contract values, employers, durations and completion dates. Key personnel qualifications and experience must be evidenced with certified copies.

Bids are priced as total rates for Year 1, 2 and 3 on a various-rates basis, all applicable taxes included, as set out in the tender opening summary and pricing schedule. The pricing schedule must be completed and signed.

Pricing

• Bids are priced as total rates for Year 1, 2 and 3 on a various-rates basis, all applicable taxes included.
• Pricing schedule must reflect the rates for the three-year period.

Financial capacity evidence (mandatory in Phase 1)

• Audited financial statements (most recent).
• Bank statements for the past 3 months.
• Proof of subsidy from the Department of Social Development and/or other funders such as the National Lotteries Commission.

Other financial obligations

• Tender offer remains valid for 90 days from the closing date.
• Withdrawal or failure to fulfil the contract may make the bidder liable for the Municipality's additional costs (e.g. re-tendering) recoverable by set-off against any guarantee or deposit.
• Tender documents cost R309.35 each (non-refundable) if purchased; free download from www.george.gov.za.
• No bid security, bond or retention percentage is stated in the document.

Eligibility and entity type

• The bidder must be a Non-Governmental Organisation (NGO), Non-Profit Company (NPC) or Non-Profit Organisation (NPO) with an active, up-to-date registration number.
• Bidders must not be persons in the service of the state, provincial government or a municipality.

Mandatory Phase 1 documents (each failure renders the bid non-responsive)

• Valid NPO/NPC registration number.
• Most recent audited financial statements of the organisation.
• Bank statements for the past 3 months.
• Proof of subsidy from the Department of Social Development and/or National Lotteries Commission.
• Proof of a roadworthy vehicle (roadworthy certificate).
• Certified copies of key personnel qualifications, driver's licence (Code C) and PDP.

Tax and B-BBEE

• Submit a TCS PIN (or CSD number) with the bid.
• The successful bidder must register on the Central Supplier Database (CSD).
• B-BBEE: a valid original certificate or valid certified copy (or sworn affidavit for EMEs/QSEs) must be submitted to claim preference points.
• Trusts, consortia and joint ventures qualify as legal entities only if they submit their own B-BBEE certificate.
• NPCs must be B-BBEE compliant; NPOs must submit proof of tax exemption.

Standard forms (each to be completed and signed)

• MBD 1 – Tax Compliance Information.
• MBD 4 – Declaration of Interest.
• MBD 6.1 – Preference Points Claim form.
• MBD 8 – Declaration of Bidder's Past Supply Chain Management Practices.
• MBD 9 – Certificate of Independent Bid Determination.
• Certificate for Municipal Services.

Consortia / joint ventures

• Each party must submit a separate TCS certificate/PIN/CSD number.
• A joint venture agreement must be submitted or the bid is disqualified.
• Parties accept joint and several liability.

A valid original B-BBEE certificate or valid certified copy (or sworn affidavit for EMEs/QSEs) must be submitted to claim preference points. Trusts, consortia and joint ventures qualify as legal entities only if they submit their own certificate. Preference points are claimed on the tender opening summary. NPCs must be B-BBEE compliant; NPOs must submit tax exemption proof. No specific B-BBEE level threshold is stated.

The service provider must ensure emergency protocol processes, be available after hours for emergencies, and report any violence, misuse of units or breaking of house rules immediately. The cook must obtain a Certificate of Acceptance for kitchen operation. No further OHS requirements are stated.

The contract is governed by the George Municipality's Supply Chain Management Policy, the General Conditions of Contract (GCC) and any Special Conditions of Contract. The tender offer remains valid for 90 days from closing. Consortia/joint ventures accept joint and several liability. Acceptance by the Municipality creates a binding agreement, effective when the supplier receives a fully completed original copy; the supplier has five working days to notify of any objection. Withdrawal or failure to fulfil the contract may make the bidder liable for the Municipality's additional costs, recoverable by set-off against any guarantee or deposit.

Evaluation follows three phases: Phase 1 administrative compliance and mandatory requirements; Phase 2 functionality (minimum 43 of 65 points); Phase 3 price (80 points) and B-BBEE/specific goals (20 points). Relevant specifications, value for money, capacity to execute and PPPFA Regulations 2022 are also considered.