VSD Energy Saving Project at uShaka Marine World

Tenders will be checked for compliance with the ELIGIBILITY requirements, as specified in the

Tender Data: C.2.1. Tenders not in compliance will be deemed non-responsive.

Functionality

FUNCTIONALITY will be evaluated to determine the responsiveness of tenders received. The

minimum score for FUNCTIONALITY is 60 points. Those tenders not achieving the minimum score

will be deemed non-responsive.

The functionality Criteria, Sub-Criteria, Points per Criteria/ Sub-Criteria, Returnable Documentation

and Schedules, Method of Evaluation, and Prompts for Judgement are as specified in Part T1.2.3:

Additional Conditions of Tender.

Preference Point System

The procedure for the evaluation of responsive tenders is PRICE AND PREFERENCE, in

accordance with the Employer’s SCM Policy: Section 52: Preferential Procurement.

The 80/20 preference points system, for requirements with a Rand value of up to R50,000,000 (all

applicable taxes included), will be applied. The Formula used to calculate the Price Points (max.

will be according to that specified below.

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Price Points

The financial offer will be reduced to a comparative basis using the Tender Assessment Schedule.

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

80/20 Procurement System

 Pt − P min  Ps = 801 − 

 P min 

Where: Ps = Points scored for comparative price of bid under consideration

Pt = Comparative price of bid under consideration

Pmin = Comparative price of lowest acceptable bid

Preference Points

Reference is to be made to Returnable Form: MBD 6.1: Preference Points Claim.

Ownership Categories Criteria 80/20

Race: Black Equals 0% 0

Between 0% and 51% 8

Greater or equal to 51% and less than 100% 15

Equals 100% 20

Maximum Ownership Goal Points: 20

Proof of claim as declared on MBD 6.1 (1 or more of the following will be used in verifying the Tenderer’s status)

Companies and Intellectual Property Commission registration document (CIPC)

CSD report.

B-BBEE Certificate of the tendering entity.

Consolidated BBBEE Certificate if the tendering entity is a Consortium, Joint Venture, or Trust (Issued by verification

agency accredited by the South African Accreditation System).

Agreement for a Consortium, Joint Venture, or Trust.

C.3.13 Acceptance of tender offer:

In addition to the requirements of Tender Data: C.3.13 of the Standard Conditions of Tender,

tender offers will only be accepted if:

(a) The Tenderer’s municipal rates and taxes are not in arears, or they have made arrangements

to meet outstanding municipal fee obligations.

(b) The Tenderer’s tax compliance status has been verified, or they have made arrangements to

meet outstanding tax obligations.

(c) If applicable, the Tenderer is registered, and “Active”, with the Construction Industry

Development Board in an appropriate contractor grading designation.

(d) The Tenderer or any of its directors/ shareholders are 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.

(e) The Tenderer has not:

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Abused the Employer’s Supply Chain Management System; or

ii) Failed to perform on any previous contract and has been given a written notice to this effect.

(f) The Employer is reasonably satisfied that the Tenderer has in terms of the Construction

Regulations (2014), issued in terms of the Occupational Health and Safety Act (1993), the

necessary competencies and resources to carry out the work safely.

The Municipality does not bind itself to accept the lowest or any tender. It reserves the right to accept

the whole or any part of a tender to place orders. Bidders shall not bind the Municipality to any

minimum quantity per order. The successful Tenderer(s) shall be bound to provide any quantities

stipulated in the specification.

The municipality has a firm intention to proceed with the work, subject to funding being identified.

Notwithstanding the Standard Conditions of Tender: C.1.1.3 of, the municipality reserves the right

to award or not award the tender based on the municipalities available budget.

C.3.15 Complete adjudicator’s contract:

Refer to the Conditions of Contract and the Contract Data.

C.3.17 Copies of contract:

The number of paper copies of the signed contract to be provided by the Employer is ONE (1).

Tenderers are referred to the requirements as stated in the Tender Data: C.2.13.

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T1.2.3 ADDITIONAL CONDITIONS OF TENDER

T1.2.3.1 Complaints and Objections (Appeals)

Reference is to be made to Clause 49 of the eThekwini Supply Chain Management Policy.

In terms of Section 49 of the Ethekwini SCM Policy any person aggrieved by decisions taken in

the implementation of the SCM System may lodge, within 14 days of notification thereof, a written

objection against the decision. The objection with regard to the decision is to be directed to:

The City Manager

Attention Ms S. Pillay eMail: [email protected]

P O Box 1394

DURBAN

4000

Any objection will only be processed upon receipt of a non-refundable administration fee of

R1,814.00 (including VAT), as stipulated in the Municipality’s current SCM Policy. An objection

will only be considered upon receipt of proof of payment of this fee which must be paid into the

following bank account as a real-time payment:

EThekwini Metropolitan Municipality

Nedbank

Account Number: 110-782-1118

Reference Number: Use the Contract Number

T1.2.3.2 Prohibition on awards to persons in the service of the state

Clause 44 of the Supply Chain Management Regulations states that the Municipality or Municipal

Entity may not make any award to a person:

(a) Who is in the service of the State;

(b) If that person is not a natural person, of which a director, manager, principal shareholder or

stakeholder is a person in the service of the state; or

(c) Who is an advisor or consultant contracted with the municipality or a municipal entity.

Should a contract be awarded, and it is subsequently established that Clause 44 has been

breached, the Employer shall have the right to terminate the contract with immediate effect.

T1.2.3.3 Code of Conduct and Local Labour

The Tenderers shall make themselves familiar with the requirements of the following policies:

Code of Conduct;

The Use of CLOs and Local Labour.

T1.2.3.4 Functionality Specification

Functionality Evaluation

Functionality Criteria / Sub Criteria Maximum Points Score

Tenderer’s Experience 60

Experience of Key Staff Project Manager 20

Electrician 20

Maximum possible score for Functionality (Ms) 100

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The minimum number of evaluation points for Functionality is 60. Only those Tenderers who

achieve the minimum number of Functionality evaluation points (or greater) will be eligible to have

their tenders further evaluated.

Functionality shall be scored by not less than three evaluators and the scores of each of the

evaluators will be averaged, weighted and then totalled to obtain the final score for Functionality.

Each evaluation criteria will be assessed in terms of six indicators and scores allocated according

to the following table:

Level 0 Level 1 Level 2 Level 3 Level 4 Level 5

0 20 40 60 80 100

Evaluation criteria will be adjudicated according to submissions made in accordance with the

following schedules, which are found in T2.2: Returnable Schedules:

Functionality Criteria Returnable Schedules

Experience of Tenderer Tenderer’s Experience

Tenderer’s reference of similar previous projects completed

Key Personnel

Experience of Key Staff • CVs detailing experience of Key Personnel in similar project

work.

Criterion: Tenderer’s Experience

Note: “successfully completed” implies a project has been completed on time and to specification.

Projects of a similar nature refer to the Tenderer’s Experience in the Installation of Variable Speed

Drives

Level 0 No response/ no evidence of experience submitted.

Level 1 The Tenderer has limited relevant experience with 1 project with similar scope completed

within the last 5 years.

Client Reference letter/s are required to substantiate project completed.

Level 2 The Tenderer has limited relevant experience with 2 projects with similar scope completed

within the last 5 years.

Client Reference letter/s are required to substantiate project completed.

Level 3 The Tenderer has limited relevant experience with 3 projects with similar scope completed

within the last 5 years.

Client Reference letter/s are required to substantiate project completed.

Level 4 The Tenderer has limited relevant experience with 4 projects with similar scope completed

within the last 5 years.

Client Reference letter/s are required to substantiate project completed.

Level 5 The Tenderer has limited relevant experience with 5 projects with similar scope completed

within the last 5 years.

Client Reference letter/s are required to substantiate project completed.

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Criterion: Project Organogram and Experience of Key Staff

Project Manager Electrician

Level 0 No information provided OR submission of no No information provided OR submission of no substance /

substance / irrelevant information irrelevant information

OR less than 2 year’s relevant experience on OR less than 2 year’s relevant experience on projects of a

projects of a similar nature. similar nature.

Minimum 2 years relevant experience including Minimum 2 year relevant experience including experience

Level 1

experience on projects of a similar nature. on projects of a similar nature.

Minimum 3 years relevant experience including Minimum 3 years relevant experience including experience

Level 2

experience on projects of a similar nature. on projects of a similar nature.

Minimum 4 years relevant experience including Minimum 4 years relevant experience including experience

Level 3

experience on projects of a similar nature. on projects of a similar nature.

Minimum 5 years or more relevant experience Minimum 5 years or more relevant experience including

Level 4 including experience on projects of a similar experience on projects of a similar nature.

nature.

Minimum 6+ years relevant experience including Minimum 6+ years relevant experience including

Level 5

experience on projects of a similar nature. experience on projects of a similar nature.

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PART T2: RETURNABLE DOCUMENTS

T2.1 LIST OF RETURNABLE DOCUMENTS

T2.1.1 General

The Tender Submission Documentation must be submitted in its entirety. All forms must be properly

completed and signed as required.

The Tenderer is required to complete and sign each and every Schedule and Form listed below to

the best of their ability as the evaluation of tenders and the eventual contract will be based on the

information provided by the Tenderer.

Failure of a Tenderer to complete the Schedules and Forms to the satisfaction of the Employer will

inevitably prejudice the tender and may lead to rejection on the grounds that the tender is non-

responsive.

T2.1.2 Returnable Schedules, Forms and Certificates

Entity Specific

T2.2.1 Compulsory Enterprise Questionnaire .................................................................. 31

T2.2.2 Certificate of Attendance at Clarification Meeting/ Site Inspection ....................... 32

T2.2.3 MBD 4: Declaration of Interest .............................................................................. 33

T2.2.4 MBD 5: Declaration for Procurement Above R10 Million (if applicable) ............... 35

T2.2.5 Contracts Awarded by Organs of State in the past 5 years .................................. 36

T2.2.6 MBD 6.1: Preference Points Claim Form (SCM Policy Section 52.5) ................... 37

T2.2.6 MBD 6.1: Preference Points Claim Form (SCM Policy Section 52.7) ................... 37

T2.2.7 MBD 6.2: Declaration for Local Production and Content (if applicable) ................ 39

T2.2.8 MBD 8: Declaration of Bidder’s Past SCM Practices ............................................ 39

T2.2.9 MBD 9: Certificate of Independent Bid Determination .......................................... 41

T2.2.10 Declaration of Municipal Fees ............................................................................... 43

T2.2.11 Contractor's Health and Safety Declaration .......................................................... 44

T2.2.12 CSD Registration Report ....................................................................................... 46

T2.2.13 CIDB Registration and Status ............................................................................... 47

T2.2.14 Joint Venture Agreements (if applicable) .............................................................. 48

T2.2.15 Record of Addenda to Tender Documents ............................................................ 49

T2.2.16 Experience of Tenderer ......................................................................................... 50

Technical or Functionality Evaluation

T2.2.16 Experience of Tenderer ......................................................................................... 54

T2.2.17 Proposed Organisation and Staffing ..................................................................... 55

T2.2.18 Key Personnel ....................................................................................................... 56

T2.2.19 Experience of Key Personnel ................................................................................ 57

T2.2.20 Preliminary Programme ......................................................................................... 58

T2.2.21 Construction Approach, Methodology, and Quality Control .................................. 59

Part T2: Returnable Documents Document Version 01/07/2025

B-BBEE Minimum Level: 0