Provision of public finance management act (PFMA) training for executives of land bank and land bank insurance.

{"closingDate":"10 July 2026"}

{"name":"Butana Seerane","email":"[email protected]","phone":null,"department":"Supply Chain Management","address":null}

Returnable Documents: be verified through Central Supply Database (CSD) or using SARS e-filing pin, Database (CSD), which can be found at https://secure.csd.gov.za/ in, SBD 4 - A fully completed and duly signed disclosure form. Should a conflict, SBD 6.1 - fully completed Preference points claim form in terms of the 4

Name of Bidder: ........................................................................................................ ADDRESS: .............................................................................................................. LAND LINE: ........................................................ Cell No: .......................................... EMAIL: .......................................................................................................................

South African registered entity (or foreign entity with RSA branch/permanent establishment/source of income/tax liability). Not employed by the state, no directors in state service. No conflict of interest. Tax compliant (SARS pin/TCS certificate). Registered on National Treasury Central Supplier Database. Not listed on Register of Tender Defaulters or List of Restricted Suppliers. No convictions for fraud/corruption. No previous contract termination for non-performance. Must submit KYC documents for FICA verification. Must sign confidentiality agreement.

The Land Bank invites suitably qualified and experienced service providers (SDPs) to

submit quotations for the provision and facilitation of Public Finance Management

Act (PFMA) Training for Executives from Land Bank and Land Bank Insurance.

The Bank seeks a provider with demonstrated expertise in governance, public sector

financial management, and executive development, capable of delivering a

practical and impactful learning intervention that strengthens executives'

understanding of their fiduciary responsibilities, governance obligations, and

accountability within a public entity environment.

This training intervention is intended to support the Bank's strategic objective of

building a high-performing, accountable, and governance-focused leadership

team.

The training programme will contribute towards:

• Strengthening governance and ethical leadership practices.

• Enhancing understanding of the Public Finance Management Act (PFMA)

and related regulatory requirements.

• Improving executive oversight, accountability, and decision-making.

• Building capability in financial governance, risk management, and

compliance.

• Promoting sound stewardship of public resources.

• Supporting compliance with applicable legislative and governance

frameworks, including King IV principles.

• Enhancing organisational sustainability through effective leadership and

governance practices.

2. Background and purpose

The Land Bank Group consist of two organisations, namely Land Bank, and Land Bank

Insurance Company, which are run as two separate entities. Land Bank Group is a

schedule 2 PFMA organ of state.

The objective of this RFQ is to appoint a suitably qualified and experienced training

provider to deliver Public Finance Management Act (PFMA) Training for Executives

and provide all associated training services, including programme coordination,

facilitation, participant administration, learning materials, assessments (where

applicable), certification, and post-training reporting.

The appointed service provider will be required to deliver a practical, 1 day,

executive-focused learning intervention that enhances participants' understanding of

governance, fiduciary responsibilities, financial oversight, risk management,

compliance obligations, and ethical leadership within the public sector and state-

owned entity environment. The programme should equip executives with the

knowledge and skills required to effectively discharge their responsibilities in terms of

the PFMA and related governance frameworks.

The venue will be at Land Bank office in Woodmead and catering will be provided by

Land Bank re provided by Land Bank.

3. Proposal specifications, scope and deliverables

The scope of work will include, but not be limited to, the following:

3.1 Programme Design and Preparation

The service provider shall:

• Conduct training needs alignment discussions with the Learning &

Development Academy.

• Develop and customise programme content to align with the governance

and regulatory environment applicable to Land Bank and Land Bank

Insurance.

• Submit a detailed programme outline, learning outcomes, and agenda for

approval prior to commencement.

• Prepare all learning materials, participant guides, presentation slides, case

studies, and supporting resources.

3.2 Training Delivery

The service provider shall:

• Facilitate PFMA training for a total of twenty-two (22) executives from Land

Bank and Land Bank Insurance.

• Deliver training through face-to-face, virtual, or blended learning modalities,

as agreed upon by the Bank.

• Ensure that training is interactive, practical, and executive-focused.

• Incorporate case studies, practical examples, and governance scenarios

relevant to the South African public sector and State-Owned Entity (SOE)

environment.

3.3 Training Content

The programme should cover, at a minimum:

• Overview of the Public Finance Management Act (PFMA).

• Roles and responsibilities of the Accounting Authority and Executive

Management.

• Fiduciary duties and governance obligations.

• Financial governance and oversight responsibilities.

• Risk management and internal controls.

• Budgeting and financial accountability.

• Irregular, fruitless and wasteful expenditure.

• Consequence management with practical case studies.

• Compliance and regulatory requirements.

• Ethical leadership and decision-making.

• King V principles and good governance practices.

• Governance challenges and lessons learned from State-Owned Entities.

• Risk and Governance Committee responsibilities.

• Audit and Finance Committee responsibilities

• PFMA financial misconduct provisions.

• AGSA findings and recurring governance failures in SOEs.

• Delegations of Authority and accountability frameworks.

3.4 Participant Administration

The service provider shall:

• Manage participant registration and attendance tracking.

• Maintain attendance registers throughout the training intervention.

• Provide logistical support related to training delivery where applicable.

• Coordinate participant communication and training schedules.

3.5 Assessments and Evaluation

The service provider shall:

• Administer knowledge checks, assessments, or practical exercises where

applicable.

• Evaluate participant learning and understanding of key concepts.

• Conduct post-training evaluations to measure participant satisfaction and

programme effectiveness.

• Provide recommendations for further development where required.

3.6 Certification

The service provider shall:

• Ensure certificates are provided within an agreed timeframe after

programme completion.

3.7 Reporting

The service provider shall submit:

• Attendance register.

• Training evaluation summary report.

• Participant feedback analysis.

• Final close-out report containing programme outcomes, observations,

recommendations, and areas for continued executive development.

3.8 Deliverables

The successful service provider will be required to provide the following deliverables:

Deliverable Requirement

Programme Design Customised PFMA training programme and agenda

Learning Material Participant manuals, guides, and presentation material

Facilitation Delivery of PFMA training for 22 executives

Knowledge checks and practical exercises (where

Assessments

applicable)

Attendance

Signed attendance records

Registers

Certificates Certificates of Attendance/Completion

Evaluation Report Participant feedback and satisfaction report

Close-Out Report Final programme outcomes and recommendations

The appointed service provider will be expected to deliver a high-quality executive

development intervention that enhances governance capability, strengthens

compliance awareness, and supports sound financial stewardship within Land Bank

and Land Bank Insurance.

5. Learner of delegates

The facilitator will train the following delegates:

Facilitation Delivery of PFMA training for 22 executives

D. Evaluation criteria:

The Request for quotation will be evaluated in three stages

Applicable for this bid

Stage Description

Yes/no

Stage 1 Mandatory requirements YES

Stage 2 Technical Functionality YES

Stage 3 Price and specific goals YES

1. Stage one - Mandatory requirements

Bidders must comply with and meet all the mandatory requirements referred to

below. Bidders who do not meet any of the mandatory requirements listed below

will be immediately disqualified.

Substantiating Evidence of

NO description

Compliance (Used to Evaluate Bid)

The bidder must submit valid proof of

accreditation, registration, recognition,

or formal partnership with a recognised

and reputable institution within the

education or training sector.

Acceptable evidence may include, but

Proof of accreditation from any is not limited to, the following:

recognised and reputable 1

institution within the education or (a) Accreditation, partnership, or

training sector. recognition by the Institute of

Directors South Africa (IoDSA).

(b) Accreditation by the Council on

Higher Education (CHE),

(c) Registration as a Higher

Education Institution with the

relevant regulatory authority.

Substantiating Evidence of

NO description

Compliance (Used to Evaluate Bid)

(d) Accreditation or recognition by

any recognised professional

body relevant to governance,

finance, risk management,

compliance, or leadership

development.

The bidder must submit valid proof of

the proposed facilitator's professional

registration, membership, certification,

or accreditation with recognised

professional bodies relevant to the

subject matter of the training.

Acceptable evidence may include,

but is not limited to, membership

certificates, professional registrations,

practising licences (where applicable),

or recognised professional certifications

issued by the following or equivalent

professional bodies:

(a) South African Institute of Proof of the Facilitator's Professional2

Chartered Accountants (SAICA) Memberships and/or Certifications

(b) Compliance Professional (SA)

Certified Compliance

Professional

(c) Institute of Directors South Africa

(IoDSA)

(d) Institute of Risk Management

South Africa (IRMSA)

(e) Certified Information Systems

Auditor (CISA)

(f) Governance Professionals South

Africa (CGISA)

(g) Legal Practice Council (LPC) or

a recognised Law Society

1.1. Non-mandatory essential returnable documents

Bidders are requested to submit the essential returnable documents with the

bid document.

• Land Bank reserves the right to request outstanding essential documents

during the evaluation process and the bidder will be expected to provide

such within a limited period (not more than 5 working days).

• Failure to provide any outstanding information within the required timeframe

will lead to a proposal being deemed non-responsive.

NO description

A proof that the bidder is in good standing with SARS. Such information will

be verified through Central Supply Database (CSD) or using SARS e-filing pin

in National Treasury compliance with instruction note /2018 prior to

the award of the bid.

A proof of registration as a vendor on the National Treasury Central Supply

Database (CSD), which can be found at https://secure.csd.gov.za/ in

compliance with National Treasury compliance paragraph 4.2 with

instruction note 4a of 2016/2017

SBD 4 - A fully completed and duly signed disclosure form. Should a conflict

of interest be declared or identified, the bid would be declared non- 3

responsive. NB Bidder must ensure all pages are complete and all questions

answered, and to indicate not applicable (N/A) where appropriate.

SBD 6.1 - fully completed Preference points claim form in terms of the 4

preferential. procurement regulations 2022

1.1. Stage (02) two - Technical/Functionality Evaluation

(a) The bidder must submit substantiating evidence for the TECHNICAL

FUNCTIONALITY requirements below to obtain points.

(b) The bidder must provide a unique reference number (e.g. binder/folio,

chapter, section, page) to locate substantiating evidence aligned to the

criteria in the bid response. During evaluation, Land Bank reserves the right

to treat substantiation evidence that cannot be located in the bid

response, as “NON-COMPLIANT”.

(c) The evaluation (scoring) of bidders’ responses to the requirements will be

determined by the completeness, relevance and accuracy of

substantiating evidence.

(d) Minimum threshold. Only those bidders that have met or exceeded the

minimum threshold of 70 points will proceed to the next evaluation stage.

Note (1):

Land Bank reserves the right to verify All the information provided.

Note (2):

Bidders should take note of the Minimum Threshold.

Should the bidder not meet the Minimum Threshold, the Bidder will be

disqualified from further evaluation.

The evaluation of the functionality of the proposals will be evaluated as per the criteria

contained in the table below:

Total

Category Sub criteria Score Form of Evidence

score

Company Company profile 20 Company Profile;

Profile and demonstrating 5 Organogram;

Organisational years or more Company Brochure;

Experience experience List of major clients and

delivering Projects.

executive

governance, PFMA,

financial

management, 20

compliance, risk

management,

board, or

leadership

development

programmes.

Company profile 10

demonstrating 3–4

years experience

delivering

executive

governance, PFMA,

financial

management,

compliance, risk

management,

board, or

leadership

development

programmes.

Company profile 5

demonstrating less

than 3 years

covering

programme design,

executive

facilitation

approach, case

studies, Detailed implementation

governance methodology,

simulations, 30 Project delivery plan,

participant Quality management

Programme engagement, approach,

Methodology knowledge transfer, Learner support model,

and Delivery evaluation 30 Workplace monitoring

Approach methodology, plan, Assessment and

reporting, and post- moderation process,

programme Monthly, quarterly and

recommendations. completion reports

templates.

addresses most of

the required

components.

addresses only

some of the

requirements.

Proposed

facilitator(s) possess

10 years or more

experience in

governance, PFMA,

finance,

compliance, risk

management,

board

development,

Facilitator 10 Schedule of key executive

Capability 10 personnel, coaching, or

and CVs, leadership

Experience Certified qualifications development

programmes with

relevant

qualifications and

professional

credentials.

Qualified team with

adequate delivery 7

capacity.

Teams have limited

experience or 5

capacity.

Five (5) or more

positive reference

letters for similar

executive

governance, PFMA,

finance,

compliance, or 10

leadership

Client Contactable reference

development

References letters on client

programmes

and Track letterheads indicate the

completed within 10

Record scope of work, duration

the last five years.

and performance.

Three (3) to four (4)

positive reference 5

letters.

Less than three (3)

reference letters or

no relevant 0

references

submitted.

2. Stage (03) three price and specific goals

Price will be evaluated using the 80/20.

2.1. Price schedule

Note: Bidders to price for the entire project, no price variations will be allowed.

Grand total must be all inclusive.

Commission

Estimated total price excluding

Description in

Value VAT

Percentage

Programme Design and Customisation R

Executive PFMA Training Facilitation R

Participant Learning Material R

Case Studies and Practical Exercises R

Participant Administration R

Certificates of Completion R

Evaluation and Close-Out Report R

Travel and Accommodation (if applicable) R

Other Costs R

Other Costs R

Sub total R

VAT r

Grand total R

2.2. Price instructions

• Bidder must price according to the price schedule provided;
• The price schedule must be completed in non-erasable ink and the use of

correction fluid/tape is not permitted;

• All prices quoted will remain firm for the duration of the contract.
• Prices tendered must be valid for 120 days and must be for the duration of

contract including provision for price increase;

• All pricing shown must EXCLUDE VAT, with the VAT components being as

shown separately on all costed/priced items/services.

• All pricing assumptions, excluded costs and estimated costs must be clearly

documented. Land Bank will not entertain any price adjustments for it

assumes that the pricing document is complete and covers all costs

associated with these services.

• In order for the bidder to claim specific goals, the bidder must indicate how

they claim points for each preference point system in the SBD 6,1 form, and

attached a BBBEE Certificate/Sworn Affidavit.

• 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.

E. Conditions to bid

1. Confidentiality

The bidder will be required to sign a confidentiality agreement to ensure that the

Bank data and information is managed confidentially.

2. Miscellaneous

The Bank reserves the right, in its sole and absolute discretion to amend these

terms of reference as required from time to time.

3. Preference and Financial Evaluation

3.1. Price and Specific Goals

This phase is the final stage in the evaluation process and only successful

bidders that have passed stage one will be considered. In this phase only price

and specific goals will be considered. To qualify for specific, a valid B-BBEE

certificate needs to be submitted with this bid.

Land Bank will evaluate all tenders in terms of Preferential Procurement Policy

Framework regulation of 2022 (PPPFA). The scoring methodology will apply. A

copy of the PPPFA regulations can be downloaded from www.treasury.gov.za

Either 80/20 or 90/10 preference point system will be utilised for this tender

Bidders are required to complete Annexure I SBD 6.1 in full to ensure all BBBEE

and sub-contracting information are submitted at the time of the bid closing

4. General conditions

4.1. All tenderers responding to this request for Proposals must provide the following

statutory compliance documentation in order to be considered:

a) Completed Vendor Accreditation Form

b) Proof of registration to the Central Supplier Database (CSD)

c) Cancelled cheque and/or stamped letter from the Bank

d) All Supplier information and disclosure forms must be properly completed,

signed and stamped by a Commissioner of Oaths

e) Any false declaration of information will result in the exclusion of the proposal

from consideration

f) Bidders to submit a tax compliance status (TCS) pin issued by SARS along

with a valid tax clearance certificate

g) A BEE certificate from a SANAS accredited rating agency or Affidavit

substantiating the bidders B-BBEE rating

h) Certified copy of Identity Documents of Shareholders/Directors

5. Objective criteria & risk analysis

5.1. In addition to the financial offer and preference evaluation, the Tenderers having

the highest ranking / number of points, will additionally be reviewed against the

following points listed in order to ascertain suitability for award.

a) If having passed Qualifying Criteria, the tenderer will again be checked in

terms of having a Compliant Tax Status at time of recommendation to

confirm that the status has not changed, based on an active and Tax

Complaint Pin issued by the South African Revenue Services

b) Fully compliant and registered with the National Treasury Central Supplier

Database

c) No misrepresentation in the tender information submitted

d) Any non-performance on Land Bank projects

e) The tenderer or any of its directors/shareholders is not listed on the Register

of Tender Defaulters in terms of the Prevention and Combating of Corrupt

Activities Act of 2004 as a person prohibited from doing business with the

public sector; and

f) The tenderer has declared that there are no conflicts of interest which may

impact on the tenderer’s ability to perform the contract in the best interests

of the employer or potentially compromise the tender process and persons

in the employ of the state are permitted to submit tenders or participate in

methodology

covering

programme design,

executive

facilitation

approach, case

studies, Detailed implementation

governance methodology,

simulations, 30 Project delivery plan,

participant Quality management

reporting, and post- moderation process,

programme Monthly, quarterly and

recommendations. completion reports

templates.

Methodology

addresses most of

the required

components.

Methodology

addresses only

some of the

requirements.

Framework regulation of 2022 (PPPFA). The scoring methodology will apply. A

copy of the PPPFA regulations can be downloaded from www.treasury.gov.za

Either 80/20 or 90/10 preference point system will be utilised for this tender

Bidders are required to complete Annexure I SBD 6.1 in full to ensure all BBBEE

and sub-contracting information are submitted at the time of the bid closing

delivering

executive

governance, PFMA,

financial

management,

compliance, risk

management,

board, or

leadership

development

programmes.

Successfully

delivered 5 or more

executive

governance, PFMA,

public finance

management,

board governance,

fiduciary

responsibility, or

score

Company Company profile 20 Company Profile;

Profile and demonstrating 5 Organogram;

Organisational years or more Company Brochure;

delivering Projects.

executive

governance, PFMA,

financial

management, 20

compliance, risk

management,

board, or

leadership

development

programmes.

Company profile 10

demonstrating 3–4

years experience

delivering

executive

governance, PFMA,

financial

management,

compliance, risk

management,

board, or

leadership

development

programmes.

Company profile 5

demonstrating less

than 3 years

experience

delivering

executive

governance, PFMA,

financial

management,

compliance, risk

management,

board, or

leadership

development

programmes.

facilitator(s) possess

10 years or more

experience in

governance, PFMA,

finance,

compliance, risk

management,

board

development,

Facilitator 10 Schedule of key executive

Capability 10 personnel, coaching, or

and CVs, leadership

programmes with

relevant

qualifications and

professional

credentials.

experience or 5

capacity.

Five (5) or more

positive reference

letters for similar

executive

governance, PFMA,

finance,

compliance, or 10

leadership

the last five years.

and performance.

Three (3) to four (4)

positive reference 5

letters.

Less than three (3)

reference letters or

no relevant 0

references

submitted.

2. Stage (03) three price and specific goals

Price will be evaluated using the 80/20.

2.1. Price schedule

Note: Bidders to price for the entire project, no price variations will be allowed.

2.2. Price instructions

• Bidder must price according to the price schedule provided;
• The price schedule must be completed in non-erasable ink and the use of

correction fluid/tape is not permitted;

• All prices quoted will remain firm for the duration of the contract.
• Prices tendered must be valid for 120 days and must be for the duration of

contract including provision for price increase;

• All pricing shown must EXCLUDE VAT, with the VAT components being as

shown separately on all costed/priced items/services.

• All pricing assumptions, excluded costs and estimated costs must be clearly

documented. Land Bank will not entertain any price adjustments for it

assumes that the pricing document is complete and covers all costs

associated with these services.

• In order for the bidder to claim specific goals, the bidder must indicate how

they claim points for each preference point system in the SBD 6,1 form, and

attached a BBBEE Certificate/Sworn Affidavit.

• 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.

c) No misrepresentation in the tender information submitted

d) Any non-performance on Land Bank projects

e) The tenderer or any of its directors/shareholders is not listed on the Register

of Tender Defaulters in terms of the Prevention and Combating of Corrupt

Activities Act of 2004 as a person prohibited from doing business with the

public sector; and

f) The tenderer has declared that there are no conflicts of interest which may

impact on the tenderer’s ability to perform the contract in the best interests

of the employer or potentially compromise the tender process and persons

in the employ of the state are permitted to submit tenders or participate in

the contract

g) Convicted by a court of law for fraud and corruption

h) Removed from a contract between them and any organ of state on

account of failure to perform on or comply with the contract

i) Unduly high or unduly low Tendered rates in the Tender offer. In this regard,

a financial risk analysis will be performed to verify that the costs are

reasonable and balanced. Tenders may be disqualified if tendered rates

are found to be distorted.

j) In terms of unduly high Tendered fees in the Tender offer, refer to the

Ppr2022.

programmes within the last five years. Successfully implemented three (3) or more executive Portfolio of evidence Relevant governance, PFMA, indicating client name, PFMA / public finance Qualification, Governance management, 30 20 Number of learners, Training board governance, Duration, Experience fiduciary Completion rates, responsibility, or and Project value. programmes within the last five years. Successfully implemented one (1) or more executive governance, PFMA, public finance management, 10 board governance, fiduciary responsibility, or programmes within the last five years. Comprehensive

Points Allocation: 3 points

B-BBEE Details: dentiality

The bidder will be required to sign a confidentiality agreement to ensure that the

Bank data and information is managed confidentially.

2. Miscellaneous

The Bank reserves the right, in its sole and absolute discretion to amend these

terms of reference as required from time to time.

3. Preference and Financial Evaluation

3.1. Price and Specific Goals

This phase is the final stage in the evaluation process and only successful

bidders that have passed stage one will be considered. In this phase only price

and specific goals will be considered. To qualify for specific, a valid B-BBEE

certificate needs to be submitted with this bid.

Land Bank will evaluate all tenders in terms of Preferential Procurement Policy

Framework regulation of 2022 (PPPFA). The scoring methodology will apply. A

copy of the PPPFA regulations can be downloaded from www.treasury.gov.za

Either 80/20 or 90/10 preference point system will be utilised for this tender

Bidders are required to complete Annexure I SBD 6.1 in full to ensure all BBBEE

and sub-contracting information are submitted at the time of the bid closing

4. General conditions

4.1. All tenderers responding to this request for Proposals must provide the following

statutory compliance documentation in order to be considered:

a) Completed Vendor Accreditation Form

b) Proof of registration to the Central Supplier Database (CSD)

c) Cancelled cheque and/or stamped letter from the Bank

d) All Supplier information and disclosure forms must be properly completed,

signed and stamped by a Commissioner of Oaths

e) Any false declaration of information will result in the exclusion of the proposal

from consideration

f) Bidders to submit a tax compliance status (TCS) pin issued by SARS along

with a valid tax clearanc

suppliers who are complaint to the Broad–Based Black Economic Empowerment

tenderer as part of its risk assessment. Land Bank may also consider whether

the preferred tenderer or any of its directors have been-convicted of a serious

offence.

administrative tribunal as part of its risk assessment.

business with the preferred service provider, it may take this into account as

part of its risk assessment.

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

activity for the execution of a contract

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

To: All participating bidders

Issue Date 10 July 2026

SCM Contact person: Butana Seerane

Project description: Provision of Public Finance Management Act (PFMA) Training

for Executives of Land Bank and Land Bank Insurance

Closing date and time 17 July 2026

Submission email [email protected] or [email protected]

Established in 1912 to promote agricultural and rural development, the Land Bank

provides production, instalment sale finance, and medium-term or mortgage

loans to emerging and commercial farmers. From time to time, the Bank also

administers other government programmes, such as drought relief schemes and

flood assistance. The Land Bank is wholly- owned by the South African

government, and is in turn the sole shareholder of LBIC and LBLIC, which provide

insurance products in the agricultural sector.

The Bank’s objectives flow from the Land Bank Act, No. , and are aligned

with government policies and the country’s socio-economic needs. The Bank is

expected to play a pivotal role in advancing agriculture and rural development.

Its broad mandate, as expressed in the Land Bank Act, covers 11 objectives:

• Equitable ownership of agricultural land, in particular increasing the

ownership of agricultural land by historically disadvantaged persons

• Agrarian reform, land redistribution or development programmes

aimed at historically disadvantaged persons

• Land access for agricultural purposes
• Agricultural entrepreneurship
• Removal of the legacy of racial and gender discrimination in agriculture
• Enhancing productivity, profitability, investment and innovation
• Growth of the agricultural sector and better use of land
• Environmental sustainability of land and related natural resources
• Rural development and job creation
• Commercial agriculture
• Food security

1. Introduction

The Land Bank invites suitably qualified and experienced service providers (SDPs) to

submit quotations for the provision and facilitation of Public Finance Management

Act (PFMA) Training for Executives from Land Bank and Land Bank Insurance.

development intervention that enhances governance capability, strengthens

compliance awareness, and supports sound financial stewardship within Land Bank

and Land Bank Insurance.

performance on any task orders/purchase orders or contracts, including poor

performance in respect of compliance with policies or procedures regarding

safety, health, quality control or environment, or having committed a serious

and gross breach of contract.

(“POPI Act”). You also consent that any information, either written or verbal, may be

made available to third parties strictly for the purpose of oversight to this tenders’

appointment. Further, you declare that you have obtained all consents required by

the POPI Act or any other law applicable. Thus, you hereby indemnify Land Bank

against any civil or criminal action, administrative fine or other penalty or loss that may

arise because of the processing of any personal information that you submit.

F. Bidder’s disclosure

4.3. Name of

company/firm...............................................................................

4.4. Company registration number:

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

4.5. Type of company/ firm

 Partnership/Joint Venture / Consortium

 One-person business/sole propriety

 Close corporation

 Public Company

 Personal Liability Company

 (Pty) Limited

 Non-Profit Company

 State Owned Company

[Tick applicable box]

4.6. I, the undersigned, who is duly authorised to do so on behalf of the

company/firm, certify that the points claimed, based on the specific goals as

advised in the tender, qualifies the company/ firm for the preference(s)

shown and I acknowledge that:

i) The information furnished is true and correct;

ii) The preference points claimed are in accordance with the General

Conditions as indicated in paragraph 1 of this form;

iii) In the event of a contract being awarded as a result of points claimed as

shown in paragraphs 1.4 and 4.2, the contractor may be required to

furnish documentary proof to the satisfaction of the organ of state that

the claims are correct;

iv) If the specific goals have been claimed or obtained on a fraudulent basis

or any of the conditions of contract have not been fulfilled, the organ of

state may, in addition to any other remedy it may have –

(a) disqualify the person from the tendering process;

(b) recover costs, losses or damages it has incurred or suffered

as a result of that person’s conduct;

(c) cancel the contract and claim any damages which it has

suffered as a result of having to make less favourable

arrangements due to such cancellation;

(d) recommend that the tenderer or contractor, its

shareholders and directors, or only the shareholders and

directors who acted on a fraudulent basis, be restricted

from obtaining business from any organ of state for a period

not exceeding 10 years, after the audi alteram partem

(hear the other side) rule has been applied; and

(e) forward the matter for criminal prosecution, if deemed

necessary.

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

Signature(s) of tenderer(s)

Surname and name: ................................................................

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

Address: ...............................................................

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

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

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

OR STATUS SYSTEM PIN: DATABASE No: MAAA /SERVICES OFFERED? THE GOODS [IF YES, ANSWER THE /SERVICES [IF YES ENCLOSE PROOF] QUESTIONNAIRE BELOW] OFFERED? 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.

Pt−Pmin

Ps= 80(1− )

Pmin

Where

Ps = Points scored for price of tender under consideration

Pt = Price of tender under consideration

Pmin = Price of lowest acceptable tender

3.2. Formulae for disposal or leasing of state assets and income

Generating procurement

3.2.1. Points awarded for price

A maximum of 80 points is allocated for price on the following basis:

Pt−Pmax

Ps= 80(1+ ) or

Pmax

Where

Ps = Points scored for price of tender under consideration

Pt = Price of tender under consideration

Pmax = Price of highest acceptable tender

4. Points awarded for specific goals

4.1. 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:

4.2. In cases where organs of state intend to use Regulation 3(2) of the Regulations,

which states that, if it is unclear whether the 80/20 or 90/10 preference point

system applies, an organ of state must, in the tender documents, stipulate in

the case of—

(a) an invitation for tender for income-generating contracts, that either

the 80/20 or 90/10 preference point system will apply and that the

highest acceptable tender will be used to determine the applicable

preference point system; or

(b) any other invitation for tender, that either the 80/20 or 90/10

preference point system will apply and that the lowest acceptable

tender will be used to determine the applicable preference point

system,

then the organ of state must indicate the points allocated for specific goals for

both the 90/10 and 80/20 preference point system.

Table 1: Specific goals for the tender and points claimed are indicated per the table

below.

Note to tenderers: The tenderer must indicate how they claim points for each

preference point system.)

Number of Number of Substantiative

points points claimed Evidence to be

(80/20 system) submitted by the allocated

tenderer to claim (To be (80/20 The specific goals points completed by system) allocated points in the tenderer)

terms of this tender (To be

completed

by the

organ of

state)

The company is at least 10 A BEE certificate

51% owned by black from a SANAS

people accredited rating

agency or Sworn

Affidavit

substantiating the

B-BBEE rating

The company is at least 10 A BEE certificate

51% owned by black from a SANAS

people that are women accredited rating

agency or Sworn

Affidavit

substantiating the

B-BBEE rating

Declaration with regard to company/firm

4.3. Name of

company/firm...............................................................................

4.4. Company registration number:

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

4.5. Type of company/ firm

 Partnership/Joint Venture / Consortium

 One-person business/sole propriety

 Close corporation

 Public Company

 Personal Liability Company

 (Pty) Limited

 Non-Profit Company

 State Owned Company

[Tick applicable box]

4.6. I, the undersigned, who is duly authorised to do so on behalf of the

company/firm, certify that the points claimed, based on the specific goals as

advised in the tender, qualifies the company/ firm for the preference(s)

shown and I acknowledge that:

i) The information furnished is true and correct;

ii) The preference points claimed are in accordance with the General

Conditions as indicated in paragraph 1 of this form;

iii) In the event of a contract being awarded as a result of points claimed as

shown in paragraphs 1.4 and 4.2, the contractor may be required to

furnish documentary proof to the satisfaction of the organ of state that

the claims are correct;

iv) If the specific goals have been claimed or obtained on a fraudulent basis

or any of the conditions of contract have not been fulfilled, the organ of

state may, in addition to any other remedy it may have –

(a) disqualify the person from the tendering process;

(b) recover costs, losses or damages it has incurred or suffered

as a result of that person’s conduct;

(c) cancel the contract and claim any damages which it has

suffered as a result of having to make less favourable

arrangements due to such cancellation;

(d) recommend that the tenderer or contractor, its

shareholders and directors, or only the shareholders and

directors who acted on a fraudulent basis, be restricted

from obtaining business from any organ of state for a period

not exceeding 10 years, after the audi alteram partem

(hear the other side) rule has been applied; and

(e) forward the matter for criminal prosecution, if deemed

necessary.

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

Signature(s) of tenderer(s)

Surname and name: ................................................................

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

Address: ...............................................................

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

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

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