Appointment of an occupational health and safety consultant for five years – national credit regulator

Returnable form

• SBD 6.1 (Preference Points Claim Form, Preferential Procurement Regulations 2022): claims preference points for specific goals and records the company's registration details, type of entity and authorised signatory.
• The completed form must form part of the bid. If the proof or documentation required to support a specific-goals claim is not submitted with the bid, those preference points are treated as not claimed.

Preference point system: 80/20, applicable to requirements with a Rand value up to R50 000 000 (all applicable taxes included).

Points allocation

• Price: 80 points
• Specific goals: 20 points
• Total: 100 points

Specific goals points (80/20 system)

• SMMEs owned by Black people: 7 points
• SMMEs owned by women: 7 points
• SMMEs owned by people with disabilities: 3 points
• Youth-owned SMMEs: 3 points

Claiming and verification

• Bidders indicate on SBD 6.1 how they claim points for each specific goal.
• The organ of state may call for substantiation of any preference claim before adjudication or at any later stage.
• A claim made on a fraudulent basis, or a failure to meet the contract conditions attached to the claim, may result in disqualification, recovery of costs and damages, cancellation of the contract, restriction from doing business with any organ of state for up to 10 years, and criminal prosecution.

Closing date: 19 November 2026 at 09:00

The National Credit Regulator requires the appointment of an occupational health and safety consultant for a five-year contract period.

The tender is the appointment of an occupational health and safety consultant for a period of five (5) years. The extractable portion only includes the pricing schedule (SBD 3.1) with no further scope details.

Returnable documents:

• SBD 3.1 Pricing Schedule (firm prices): complete and sign the pricing schedule, stating the offer validity period from the closing date.

Submission details:

• Closing time: 11:00 (per the pricing schedule header)
• Submission method and address not stated in the extractable portion.

Disqualification risks:

• Non-firm prices (including prices subject to exchange rate variations) are not considered.
• A separate pricing schedule is required for each different delivery point.

No detailed technical specification was provided in the extractable portion. The tender is for the appointment of an occupational health and safety consultant for a period of five (5) years.

Pricing must be submitted on the SBD 3.1 Pricing Schedule (firm prices).

• Only firm prices will be accepted; non-firm prices (including prices subject to exchange rate variations) will not be considered.
• All applicable taxes (VAT, PAYE, income tax, UIF contributions, skills development levies) must be included in the bid price.
• All delivery costs must be included in the bid price for delivery at the prescribed destination.
• The offer must remain valid for a specified number of days from the closing date of the bid (to be stated by the bidder).

No specific compliance requirements (e.g., CSD registration, tax clearance, B-BBEE, CIDB) were stated in the extractable portion.

The bidder must submit a valid tax clearance certificate and a completed declaration of interest. The contract will record the applicable B-BBEE status level, the threshold for local production and content (if applicable), and the bidder's contribution level as per the Preferential Procurement Regulations 2011.

The contract consists of the bidding documents (including the invitation, tax clearance certificate, pricing schedule, filled-in task directive/proposal, B-BBEE preference claim, declaration of interest, declaration of past SCM practices, certificate of independent bid determination, and special conditions), the General Conditions of Contract, and any other specified documents. The bidder confirms that the quoted prices cover all services and obligations, and accepts responsibility for any pricing errors. The bidder declares no collusive practices and confirms authority to sign. Payment is due within 30 days after receipt of an invoice.

Preference points will be claimed for B-BBEE status level contribution as per the Preferential Procurement Regulations 2011.

Submission method

• Bids must be delivered by the stipulated closing time to the address given in the bid document; late bids are not accepted.
• Bids must be submitted on the official forms provided and may not be retyped, unless the bid document prescribes another manner.

Returnable documents

• SBD 1 (Invitation to Bid): bidder and contact details, signed as the offer cover page.
• SBD 4 (Declaration of Interest): discloses whether any director, member or shareholder is employed by the state or connected to anyone at the entity.
• Proof of authority to sign, such as a company resolution, where the signatory is not the sole owner.
• SARS Tax Compliance Status PIN, or a CSD number where no PIN is available.
• B-BBEE status level verification certificate or sworn affidavit, required to claim preference points.
• Consortia, joint ventures and sub-contractors: each party submits its own TCS certificate, PIN or CSD number.

Contract

• The successful bidder must complete and sign the written contract form SBD 7.

Preference framework

• The bid is subject to the Preferential Procurement Policy Framework Act, 2000 and the Preferential Procurement Regulations, 2017.
• Preference points are claimed for B-BBEE; a B-BBEE certificate or sworn affidavit must be submitted to qualify for those points.
• No price/functionality split, preference point system (80/20 or 90/10) or minimum qualifying score is stated in the available text.

Appointment of an occupational health and safety consultant for a period of five (5) years. No further scope, deliverables, service levels or capacity requirements are stated in the available text.

Tax and registration

• Bidders must be tax compliant and submit a SARS Tax Compliance Status PIN so the entity can verify their tax profile and status.
• A printed TCS certificate may be submitted with the bid.
• Where no TCS PIN is available but the bidder is registered on the Central Supplier Database, a CSD number must be provided.
• Consortia, joint ventures and sub-contractors: each party must submit a separate TCS certificate, PIN or CSD number.

State employment

• Bids will not be considered from persons in the service of the state, companies with directors in the service of the state, or close corporations with members in the service of the state.

B-bbee

• A B-BBEE status level verification certificate, or a sworn affidavit for EMEs and QSEs, must be submitted to qualify for preference points.

Disqualification risk

• Failure to provide or comply with any of the required particulars may render the bid invalid.

The National Credit Regulator seeks to appoint a service provider to render occupational health and safety consultant services for a period of five (5) years, as detailed in the Terms of Reference.

Client (National Credit Regulator) legal/notices address:

• Physical address: 127 15th Road, Randjespark, Midrand, Halfway House
• Postal address: PO Box 209, Halfway House, 1685
• Telephone: (011) 554 2646

Returnable documents — complete, sign and submit all required forms with the bid:

• SBD 1 (Invitation to Bid): bidder and contact details, signed as the offer cover page.
• SBD 4 (Declaration of Interest): discloses whether any director or shareholder is employed by the state or connected to anyone at the National Credit Regulator.
• SBD 6.1 (Preference Points Claim): claims B-BBEE points under the 80/20 or 90/10 system.
• SBD 8 (Declaration of Bidder's Past SCM Practices): declares any prior SCM breaches.
• SBD 9 (Certificate of Independent Bid Determination): certifies the price was set independently, with no collusion.

Disqualification risks:

• Any required form left unsigned or omitted.
• Bids received after the closing time.

Evaluation stages and scoring split are not fully detailed in the provided document. Confirm the preference point system (80/20 or 90/10) and minimum qualifying score from the full tender pack.

The National Credit Regulator (Client) appoints a service provider to render occupational health and safety (OHS) consulting services, as set out in the Terms of Reference (Annexure A). The SLA draft mentions job evaluations for a period of 3 years, but the tender title specifies a 5-year appointment. The scope includes all services defined in the Terms of Reference and as directed by the Client, subject to the National Credit Act.

Pricing: Fees are set out in Annexure B (Pricing) and are paid upon delivery of services to the Client's reasonable satisfaction.

• Payment terms: Invoices are payable within 30 days of receipt.
• Withholding: The Client may withhold up to 10% of fees for any deliverable until it is executed to the Client's satisfaction and confirmed in writing.
• Disputed invoices: Undisputed amounts paid within 30 days; disputed portions within 7 days after dispute resolution.
• Penalties: For late performance, the Client deducts 1% of fees per day of delay until delivery or performance.

Eligibility and disqualification:

• Bidders must be registered on the National Treasury Central Supplier Database (CSD) and not be restricted.
• A valid SARS tax clearance certificate (original) must be submitted prior to award.
• Bidders must not be guilty of serious misconduct, dishonesty, or criminal offences related to fraud.
• Bidders must disclose any actual or potential conflicts of interest.
• The SLA is subject to the General Conditions of Contract (GCC) as issued by National Treasury. In case of conflict, the order of precedence is: Special Conditions of Contract, then GCC, then this SLA.

Key contract terms from the draft SLA:

• Duration: The agreement commences on the signature date and endures for the period stipulated in the Terms of Reference (tender title indicates 5 years).
• Termination by supplier: Allowed if the Client is in material breach and fails to remedy within 30 business days of written notice, provided the breach cannot be adequately compensated by damages. For non-payment, the Client has 30 days after written notice.
• Termination by client: Immediate termination without liability if the supplier is restricted on the National Treasury database; guilty of serious misconduct or neglect; brings the Client into disrepute; convicted of an offence involving dishonesty or fraud; commits a breach of the agreement.
• Liquidated damages on termination due to supplier's fault: The Client may claim an amount equal to all payments made to the supplier, the supplier forfeits all claims, and the Client need not return performance or goods.
• Exit plan: The supplier must provide an up-to-date description of services, a transfer program, and continued provision during handover. If no exit plan is agreed, the supplier must assist in a seamless transfer.
• Subcontracts: All subcontracts must be notified to the Client in writing; this does not relieve the supplier of liability.
• Force majeure: Delays due to force majeure excuse penalties; if it persists over 3 months, either party may terminate on 7 days' notice.
• Breach: On termination for breach, the Client may procure similar services and claim excess costs. The Client may restrict the supplier from doing business with the public sector for up to 10 years, subject to a 14-day opportunity to respond.
• Dispute resolution: Amicable consultation for 30 days, then mediation (notice required), then arbitration under AFSA rules. The parties continue obligations during disputes.
• Notices: The Client's chosen address is 127 15th Road, Randjespark, Midrand, Halfway House. Notices by registered post are deemed received after 14 days; hand delivery on the day of delivery; telefax after 12 hours.
• Entire agreement, no waiver, amendments only in writing, governed by South African law, and no joint venture/agency relationship is created.

Evaluation criteria are not fully specified in the provided document. The SLA draft mentions 'evaluations for a period of 3 years', which appears to be a definition artifact, but the tender title indicates a 5-year period. Confirm the scoring methodology from the full tender documentation.

• Mandatory returnable form: SBD 4 (Bidder's Disclosure). Signing it commits the bidder to disclosing any connection to the state, any relationship with employees of the National Credit Regulator, and any interest in related enterprises.
• A bidder listed on the Register for Tender Defaulters or the List of Restricted Suppliers will be automatically disqualified.
• A false or incomplete disclosure disqualifies the bid.
• The bid must be prepared independently, with no consultation, communication, or arrangement with any competitor regarding the price, market allocation, or bidding strategy. Joint-venture or consortium partners are exempt.
• The bidder must not have been involved in drafting the specifications or terms of reference for this tender.
• Suspicious bids are reported to the Competition Commission, the National Prosecuting Authority, or may be restricted from public-sector business for up to ten years.

The document is the Non-Disclosure Agreement (Annexure H) to be signed between the successful bidder and the National Credit Regulator. It governs the handling of confidential information exchanged during discussions for a possible transaction. Bidders must sign and return this agreement; it obliges them to keep all confidential information secret and use it only for the purpose of the tender.

Bidders must be a registered company (Pty) Ltd. The non-disclosure agreement (Annexure H) must be signed and returned with the bid.

Confidentiality and Non-Disclosure Agreement (Annexure H)

• Both parties agree to keep confidential all proprietary information exchanged during discussions for a possible transaction.
• Confidential information includes trade secrets, know-how, processes, customer and supplier details, financial arrangements, and any non-public business information.
• Neither party may disclose or use the other's confidential information without written consent, except as required by law.
• Personnel with access to confidential information must be bound by similar confidentiality undertakings.
• Each party is liable for breaches by its employees, officers, agents, directors, representatives, consultants and associates.
• On termination of discussions without a further agreement, all documents and copies of confidential information must be returned.
• The agreement is effective from the date of last signature and remains in force for six months, or until a superseding agreement is concluded.
• In the event of breach, the aggrieved party may seek an interdict or specific performance without notice.
• The parties will not circumvent each other regarding introductions to prospective clients, business opportunities or other business relationships without written consent and reasonable compensation.
• Notices must be in writing, delivered by hand, registered post or fax; the National Credit Regulator's physical address is 127 – 15th Road, Randjiespark, Halfway House, Midrand, 1685.