Leasing of office building in kwazulu-natal for state security agency (3 years)

Closing date: 14 September 2026 at 11:00.

No compulsory briefing or site visit.

Enquiries deadline: two days before closing date.

Validity period: 150 calendar days from closing date.

There will not be a compulsory Briefing for this request.

Bidding procedure enquiries: Tauwatswala Makgoma, telephone 012 427 4778, email [email protected].

Submission address: SSA Headquarters Reception, Musanda Complex, R50 Delmas Road, Rietvlei, Pretoria (Joe Nhlanhla Street 377-JR, Rietvlei, Pretoria).

Bids must be delivered physically to the bid box at SSA Headquarters Reception, Musanda Complex, R50 Delmas Road, Rietvlei, Pretoria (Joe Nhlanhla Street 377-JR), by the closing date and time. Bids may also be submitted online bearing the bid number and description. Late bids will not be accepted. Bids must be on official forms (not re-typed) and include all completed returnable documents.

Returnable forms (all must be completed, signed, and submitted):

• SBD 1 (Invitation to Bid): serves as the offer cover page with bidder details and total price.
• SBD 4 (Declaration of Interest): discloses any state employment or connection with the procuring institution; false declaration disqualifies.
• SBD 6.1 (Preference Points Claim Form): claims B-BBEE points under the 80/20 system.
• SBD 8 (Declaration of Bidder's Past SCM Practices): discloses past supply chain management record.
• SBD 3.1/3.2/3.3 (Pricing Schedule): completed pricing form.
• SBD 2 (Application for Tax Clearance Certificate) or valid TCS PIN / CSD number.
• B-BBEE status level verification certificate (or sworn affidavit for EMEs/QSEs).
• Proof of ownership (mandatory requirement).
• Detailed price quotation on company letterhead.
• Qualification and Experience form (Schedule F).
• Organisational structure and type forms (Schedules G, H).
• Details of nearest office form (Schedule I).
• Financial particulars form (Schedule J).
• Security clearance requirements (Schedule K) - list of personnel clearance status.
• Authority to sign (company resolution).
• For consortia/joint ventures: lead member authorisation, consortium agreement, consolidated B-BBEE certificate, separate tax compliance and CSD for each party.

Disqualification risks: incomplete or unsigned forms, late submission, false declarations.

For consortium/joint venture: Each party must submit a BBBEE Status Level Verification certificate, be tax compliant with SARS, preference points only awarded when a consolidated BBBEE Certificate is submitted, and parties should be registered on the Central Supplier Database or be willing to register.

Bidders must be registered on the Central Supplier Database (CSD) or willing to register. Tax matters must be compliant with SARS at submission, during, and at award; a Tax Compliance Status (TCS) PIN or printed TCS certificate must be submitted. A valid B-BBEE status level verification certificate (or sworn affidavit for EMEs/QSEs) must be provided to claim preference points. Proof of ownership is mandatory. Bids from persons in the service of the state, or companies/close corporations with directors/members in the service of the state, will not be considered. Consortia/joint ventures must submit a consolidated B-BBEE certificate, separate TCS certificates for each party, and a copy of the joint venture agreement. Bidders must complete and sign SBD 1 (Invitation to Bid), SBD 4 (Declaration of Interest), SBD 6.1 (Preference Points Claim Form), and the declaration of bidder's past supply chain management practices (SBD 4/Schedule E).

The State Security Agency (SSA) requires a service provider for the leasing of an office building in KwaZulu-Natal for a period of three years. The scope includes sourcing office accommodation for the KZN provincial office in line with SSA norms and standards.

Requirements for the property:

• Minimum usable space of 1 072.8 m².
• Location within 50 km radius of King Shaka International Airport and Durban CBD.
• Must be ready for immediate occupation.
• Must have a valid Certification of Occupation (COC).
• Property must be appropriately zoned with sufficient floor area ratio.
• Must comply with building standards (SANS 0400) and health, safety, and fire legislation.
• Must have green building features: potential for solar gain, water/electricity reduction, waste management, passive cooling/heating, grey water use, no asbestos, BMS.
• Structural condition must be sound; finishes and mechanical/electrical/wet services (lifts, HVAC, generators) in acceptable condition.

Services required from the bidder:

• Provide a space planner to produce floor layouts.
• Provide a contractor for tenant installations.
• Conduct site analysis, locality assessment, property description (size, ownership, erf, title deeds, municipal valuations), condition report (architectural, structural, electrical, mechanical), town planning issues (zoning, setback, UDZ, IDP), and Occupational Health & Safety compliance.
• Arrange and maintain security clearances for all personnel at bidder's cost.

7.1 The bidder(s) must submit details regarding the bid price for the Services on the Pricing Schedule

form/s attached as Part 3 – Schedule C which completed form/s must be submitted together with

the bid documents.

7.2 Pricing stipulated must be INCLUSIVE OF VALUE ADDED TAX.

7.3 It is an express requirement of this invitation to bid that the bidders provide some transparency in

respect to their pricing approach. In this regard, bidders must indicate the basis on which they have

calculated their pricing by completing all aspects of the Pricing Schedule form Part 3 – Schedule C.

7.4 The total price including VAT should be transferred to SBD1.

7.5 Other than the pricing schedule attached in this bid, the bidder is required to provide a detailed

price quotation in its company letterhead.

Schedule B - Application for Tax Clearance Certificate (SBD 2)

Schedule C - Pricing Schedule (SBD 3.1, SBD 3.2, SBD 3.3)

Schedule D - Bidder’s Declaration (SBD 4)

Schedule E - Preference Points Claim Forms (SBD 6.1)

Pricing must be submitted on the Pricing Schedule forms (SBD 3.1/3.2/3.3) and include a detailed price quotation on company letterhead.

• All prices must be inclusive of Value Added Tax (VAT).
• The total price including VAT must be transferred to SBD 1.
• Bidders must indicate the basis of pricing by completing all aspects of the Pricing Schedule.
• The contract is for a fixed period of three years; pricing is firm unless adjustments arise from changes in customs/excise duty or taxes (as per GCC).
• No specific bond or guarantee mentioned.
• Award may be subject to price negotiation with the preferred bidder.

Tax compliance:

• Must be registered on the Central Supplier Database (CSD) or willing to register.
• Must submit a valid Tax Compliance Status PIN from SARS, or a printed TCS certificate. For consortia/ JV/ sub-contractors, each party must submit separately.
• Alternatively, provide CSD number if TCS PIN not available.

B-bbee:

• Must submit a valid B-BBEE status level verification certificate (or sworn affidavit for EMEs/QSEs). A bidder not submitting scores 0 out of 20 points.
• For consortium/JV, each party submits own certificate, but preference points only awarded on consolidated certificate.

CIDB: not required (construction not mentioned).

Other:

• Proof of ownership of the proposed property.
• Valid Certification of Occupation (COC).
• All personnel must obtain security clearances as determined by SSA, at bidder's cost. Failure may lead to contract cancellation.
• No persons in service of the state or with directors/members in service of the state may bid.

Returnable compliance forms (each compressed):

• SBD 4: Declaration of Interest – discloses connections with state.
• SBD 8: Declaration of Bidder's Past SCM Practices.
• SBD 2: Application for Tax Clearance Certificate.
• SBD 6.1: Preference Points Claim Form for B-BBEE.
• Authority to sign (company resolution).

2.1 The scope of the project includes sourcing office accommodation for the KZN provincial Office in

line with approved norms and standards of the SSA.

2.2 Specialist in the team to provide independent inputs to the Project Coordinator in respect of their

discipline. This includes:

2.3 Site analysis.

2.4 Locality, geographic location and direction and distance from nearest major town or city in line with

the needs.

2.5 Property description, (Size, ownership, erf, extent, title deeds, municipal valuations)

2.6 Condition of Improvement (condition report Arch, Structural, Elec and mechanical).

2.7 Town planning issues, (Provide the zoning, setback, UDZ, IDP).

2.8 Occupational Health & Safety conduct Occupational Health and Safety Compliance and

requirements in the buildings to be addressed.

3. Evaluation criteria

3.1 Mandatory Requirements

3.2 Location

3.2.1 Formal office space (not shared), commercial property with Office Park arrangements is highly

recommended

3.2.2 All parking must be within walking distance.

3.2.3 Public transport & amenities/parking/access routes and availability of emergency services

3.2.4 Proximity to main access routes

3.3 Surrounding environment

3.3.1 Property to be in a quiet side-street, main street or pedestrian-friendly street environment, with

acceptable speed of passing vehicle.

3.3.2 Sufficient street lights and way signage

3.3.3 The surrounding must be clean, and well cared for

3.3.4 Proper assessment needs to be done once sites have been identified to identify risks associated

with crime/hawkers/presence of taxi ranks/ sex workers around the area

3.3.5 Not necessary, the facility does not necessarily have to project the image for a government tenant

3.3.6 No Foreign businesses presence

3.4 Town planning

3.4.1 Property must be appropriately zoned, with sufficient Floor Area Ratio/Coverage.

3.4.2 There must be possibilities or future plan for expansion on on-site parking provision

3.4.3 The team should assess servitudes, building lines prohibitive fatal flaws on geotechnical,

groundwater and soil contamination

3.4.4 Ensure that land cleared and there is no un resolved or possible land claims

3.5 Ownership and occupation

3.5.1 Property ownership highly recommend

3.6 Architecture

3.6.1 The Architecture of the property should support the organisational culture, and existing social

space.

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3.6.2 The property layout should provide for transparency/visual connection, flexibility for future

expansion and current spatial configuration.

3.6.3 Sufficient there must be distance between extents of building and horizontal and vertical spreads

must be optimum in the case where is sourced from a business park (complex) sharing main

gates.

3.6.4 Building layout must provide compulsory and general security measures, proper evacuation routes

3.6.5 The structural condition should sound, with acceptable conditions of finishes, which includes the

condition of mechanical, electrical and wet services (lifts, HVAC, generators).

3.6.6 Property should have low maintenance materials and specifications.

3.6.7 Building layout must provide compulsory and general security measures, proper evacuation routes

3.7 Environmental issues

3.7.1 The property must provide for the compulsory and general security measures, proper evacuation

routes

3.7.2 Preferences will be given to property that is user friendly and comply with green building principles

3.7.3 Assessment should be done on any asbestos in the property (Sewer, roof, etc.) as they poses

environmental risk

3.7.4 There should be potential to use grey water

3.7.5 The property / design must have opportunity to reduce water and electricity consumption

3.7.6 The property must have potential for passive cooling/heating systems

3.7.7 Ensures that the properties BMS monitors environmental conditions

3.7.8 Property to be sunlight/daylight favourable (sufficient natural lighting entering the

property/building),

3.7.9 Property to be favourable in relation to prevailing winds

3.8 Statutory compliance

3.8.1 The property must comply with building standards e.g. council occupation certificate and have all

engineering certificates. The selected property must comply with SANS 0400, Health and Safety

legislation, Fire Safety legislation

3.8.2 The selected property must to green building at certain acceptable level: opportunity to capture

solar gain/heat loss, opportunity to reduce water and electricity consumption, waste management

efficient, potential for passive cooling/heating in the building, use grey water, no use of asbestos,

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3.9 The finishes and maintenance conditions

3.9.1 The structural condition should sound, with acceptable conditions of finishes, which includes the

condition of mechanical, electrical (lifts, HVAC, generators) and wet services

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 IS

9.1 Name of company/firm :.............................................................................................

9.2 VAT registration number :.............................................................................................

9.3 Company registration number ...............................................................................

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9.4 Type of company/ firm

 Partnership/Joint Venture / Consortium

 One person business/sole propriety

 Close corporation

 Company

 (Pty) Limited

[Tick applicable box]

9.5 Describe principal business activities

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

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

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

9.6 Company classification

 Manufacturer

 Supplier

 Professional service provider

 Other service providers, e.g. transporter, etc.

[Tick applicable box]

9.7 Total number of years the company/firm has been in business? ..........................................

9.8 I/we, the undersigned, who is / are duly authorised to do so on behalf of the company/firm,

certify that the points claimed, based on the B-BBE status level of contribution indicated in

paragraph 7 of the foregoing certificate, qualifies the company/ firm for the preference(s)

shown and I / we 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

paragraph 7, the contractor may be required to furnish documentary proof to the

satisfaction of the purchaser that the claims are correct;

(iv) If the B-BBEE status level of contribution has been claimed or obtained on a

fraudulent basis or any of the conditions of contract have not been fulfilled, the

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

(a) disqualify the person from the bidding 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;

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(d) restrict the bidder or contractor, its shareholders and directors, or only the

shareholders and directors who acted on a fraudulent basis, 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

19.1 Receipt of the invitation to bid does not confer any right on any party in respect of the Services or

in respect of or against the SSA. The SSA reserves the right, in its sole discretion, to withdraw by

notice to bidders any Services or combination of Services from the bid process, to terminate any

party’s participation in the bid process or to accept or reject any response to this invitation to bid

on notice to the bidders without liability to any party. Accordingly, parties have no rights, expressed

or implied, with respect to any of the Services as a result of their participation in the bid process.

19.2 The SSA, nor any of their respective directors, officers, employees, agents, representatives or

advisors will assume any obligations for any costs or expenses incurred by any party in or

associated with any appraisal and/or investigation relating to this invitation to bid or the

subsequent submission of a bid in response to this invitation to bid in respect of the Services or

any other costs, expenses or liabilities of whatsoever nature and howsoever incurred by bidders in

connection with or arising out of the bid process.

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21.1 The information contained in the invitation to bid has been prepared in good faith. The SSA nor

any of their respective directors, advisors, officers, employees, agents, representatives make any

representation or warranty or give any undertaking express or implied, or accept any responsibility

or liability whatsoever, as to the contents, accuracy or completeness of the information contained

in the invitation to bid, or any other written or oral information made available in connection with

the bid and nothing contained herein is, or shall be relied upon as a promise or representation,

whether as to the past or the future.

21.2 This invitation to bid may not contain all the information that may be required to evaluate a

possible submission of a response to this invitation to bid. The bidder should conduct its own

independent analysis of the operations to the extent required to enable it to respond to this bid.

2..1 “all applicable taxes” includes value-added tax, pay as you earn, income tax, unemployment

insurance

fund contributions and skills development levies;

2.2 “B-BBEE” means broad-based black economic empowerment as defined in section 1 of the Broad

-Based Black Economic Empowerment Act;

2.3 “B-BBEE status level of contributor” means the B-BBEE status received by a measured entity

based

on its overall performance using the relevant scorecard contained in the Codes of Good Practice on

Black Economic Empowerment, issued in terms of section 9(1) of the Broad-Based Black Economic

Empowerment Act;

2.4 “bid” means a written offer in a prescribed or stipulated form in response to an invitation by an

organ of state for the provision of services, works or goods, through price quotations, advertised

competitive bidding processes or proposals;

2.5 “Broad-Based Black Economic Empowerment Act” means the Broad-Based Black Economic

Empowerment Act, 2003 (Act No. );

2.6 “comparative price” means the price after the factors of a non-firm price and all unconditional

discounts that can be utilized have been taken into consideration;

2.7 “consortium or joint venture” means an association of persons for the purpose of combining their

expertise, property, capital, efforts, skill and knowledge in an activity for the execution of a contract;

2.8 “contract” means the agreement that results from the acceptance of a bid by an organ of state;

2.9 “EME” means any enterprise with an annual total revenue of R5 million or less.

2.10 “Firm price” means the price that is only subject to adjustments in accordance with the actual

increase or decrease resulting from the change, imposition, or abolition of customs or excise duty and

any other duty, levy, or tax, which, in terms of the law or regulation, is binding on the contractor and

demonstrably has an influence on the price of any supplies, or the rendering costs of any service, for

the execution of the contract;

2.11 “functionality” means the measurement according to predetermined norms, as set out in the bid

documents, of a service or commodity that is designed to be practical and useful, working or

operating, taking into account, among other factors, the quality, reliability, viability and durability of a

service and the technical capacity and ability of a bidder;

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2.12 “non-firm prices” means all prices other than “firm” prices;

2.13 “person” includes a juristic person;

2.14 “rand value” means the total estimated value of a contract in South African currency, calculated at

the time of bid invitations, and includes all applicable taxes and excise duties;

2.15 “sub-contract” means the primary contractor’s assigning, leasing, making out work to, or

employing, another person to support such primary contractor in the execution of part of a project in

terms of the contract;

2.16 “total revenue” bears the same meaning assigned to this expression in the Codes of Good

Practice on Black Economic Empowerment, issued in terms of section 9(1) of the Broad-Based

Black Economic Empowerment Act and promulgated in the Government Gazette on 9 February

2007;

2.17 “trust” means the arrangement through which the property of one person is made over or

bequeathed to a trustee to administer such property for the benefit of another person; and

2.18 “trustee” means any person, including the founder of a trust, to whom property is bequeathed in

order for such property to be administered for the benefit of another person.

Validity: Bid documentation will be valid for 150 calendar days from closing date. Security clearances: The bidder's employees and sub-bidders must possess valid security clearances at all times; cost for clearances is for the bidder's account; failure may lead to cancellation of contract. Non-disclosure and confidentiality: Appointed bidder may be subject to security clearance prior to commencement. Price negotiation: The award may be subjected to price negotiation with the preferred service provider.

Mandatory Requirements: Proof of ownership, minimum space of 1072.8 m², location within 50 km radius from King Shaka International Airport and Durban CBD, accommodation must be readily available (immediate occupation), requirement of a space planner to produce floor layouts, requirement of a service provider/contractor to do tenant installations, valid Certification of Occupation (COC).

3.1 Mandatory Requirements

Minimum Yes/No

Proof of ownership

A minimum space of 1072.8 m2

Location within 50 km radius from the Airport (King Shaka International Airport) and

Durban CBD

Accommodation must be readily available (Immediate occupation)

Requirement of a space planner to produce floor layouts

Requirement of a service provider/ contractor to do tenant installations

Valid Certification of Occupation (COC)

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Amongst others, a multi- disciplinary team will utilize the following criteria

Through require site visits during evaluation

3.2 Location

3.2.1 Formal office space (not shared), commercial property with Office Park arrangements is highly

recommended

3.2.2 All parking must be within walking distance.

3.2.3 Public transport & amenities/parking/access routes and availability of emergency services

3.2.4 Proximity to main access routes

3.3 Surrounding environment

3.3.1 Property to be in a quiet side-street, main street or pedestrian-friendly street environment, with

acceptable speed of passing vehicle.

3.3.2 Sufficient street lights and way signage

3.3.3 The surrounding must be clean, and well cared for

3.3.4 Proper assessment needs to be done once sites have been identified to identify risks associated

with crime/hawkers/presence of taxi ranks/ sex workers around the area

3.3.5 Not necessary, the facility does not necessarily have to project the image for a government tenant

3.3.6 No Foreign businesses presence

3.4 Town planning

3.4.1 Property must be appropriately zoned, with sufficient Floor Area Ratio/Coverage.

3.4.2 There must be possibilities or future plan for expansion on on-site parking provision

3.4.3 The team should assess servitudes, building lines prohibitive fatal flaws on geotechnical,

groundwater and soil contamination

3.4.4 Ensure that land cleared and there is no un resolved or possible land claims

3.5 Ownership and occupation

3.5.1 Property ownership highly recommend

3.6 Architecture

3.6.1 The Architecture of the property should support the organisational culture, and existing social

space.

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3.6.2 The property layout should provide for transparency/visual connection, flexibility for future

expansion and current spatial configuration.

3.6.3 Sufficient there must be distance between extents of building and horizontal and vertical spreads

must be optimum in the case where is sourced from a business park (complex) sharing main

gates.

3.6.4 Building layout must provide compulsory and general security measures, proper evacuation routes

3.6.5 The structural condition should sound, with acceptable conditions of finishes, which includes the

condition of mechanical, electrical and wet services (lifts, HVAC, generators).

3.6.6 Property should have low maintenance materials and specifications.

3.6.7 Building layout must provide compulsory and general security measures, proper evacuation routes

3.7 Environmental issues

3.7.1 The property must provide for the compulsory and general security measures, proper evacuation

routes

3.7.2 Preferences will be given to property that is user friendly and comply with green building principles

3.7.3 Assessment should be done on any asbestos in the property (Sewer, roof, etc.) as they poses

environmental risk

3.7.4 There should be potential to use grey water

3.7.5 The property / design must have opportunity to reduce water and electricity consumption

3.7.6 The property must have potential for passive cooling/heating systems

3.7.7 Ensures that the properties BMS monitors environmental conditions

3.7.8 Property to be sunlight/daylight favourable (sufficient natural lighting entering the

property/building),

3.7.9 Property to be favourable in relation to prevailing winds

3.8 Statutory compliance

3.8.1 The property must comply with building standards e.g. council occupation certificate and have all

engineering certificates. The selected property must comply with SANS 0400, Health and Safety

legislation, Fire Safety legislation

3.8.2 The selected property must to green building at certain acceptable level: opportunity to capture

solar gain/heat loss, opportunity to reduce water and electricity consumption, waste management

efficient, potential for passive cooling/heating in the building, use grey water, no use of asbestos,

BMS on the property and Green building.

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3.9 The finishes and maintenance conditions

3.9.1 The structural condition should sound, with acceptable conditions of finishes, which includes the

condition of mechanical, electrical (lifts, HVAC, generators) and wet services

4. Price evaluation:

Price And B-BBEE Evaluation in Terms of the 80/20 Preference Point Systems Prescribed in the

Preferential Procurement Regulations 2022.

Price and b-bbee evaluation in terms of the 80/20 preference point systems

The bid will be evaluated in terms of the 80/20 preference point systems as stipulated in the

Preferential Procurement Regulations, 2022. A maximum of 80 points is allocated for price and

10/20 points for attaining the B-BBEE status level of contributor.

The following formulae will be used in calculating points scored for price.

 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

• Points scored must be rounded off to the nearest 2 decimal places.

Points awarded for B-BBEE Status Level of Contribution

In terms of Regulation 5 (2) and 6 (2) of the Preferential Procurement Regulations, preference points

must be awarded to a bidder for attaining the B-BBEE status level of contribution in accordance with the

table below:

Bidders are required to, together with their bids submit valid B-BBEE status level verification certificates

or certified copies to substantiate their B-BBEE rating claims. A bid will not be disqualified from the

bidding process if the bidder does not submit a certificate substantiating the B-BBEE status level of

contribution nor is a non-compliant contributor. Such a bidder will score 0 out of maximum of 20

points for B-BBEE.

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B-BBEE Status Level of Number of points Number of points

Contributor (90/10 system) (80/20 system)

1 10 20

2 9 18

3 6 14

4 5 12

5 4 8

6 3 6

7 2 4

8 1 2

Non-compliant contributor 0 0

Part 3- Schedule A

General Conditions of Contract and Special Conditions of Contracts

Notes

The purpose of this document is to:

(i) Draw special attention to certain general conditions applicable to government bids,

contracts and orders; and

(ii) To ensure that clients be familiar with regard to the rights

and obligations of all parties involved in doing business with government.

In this document words in the singular also mean in the plural and vice versa and words in the

masculine also mean in the feminine and neuter.

• The General Conditions of Contract will form part of all bid documents and may not be

amended.

• Special Conditions of Contract (SCC) relevant to a specific bid, should be compiled

separately for every bid (if applicable) and will supplement the General Conditions of

Contract. Whenever there is a conflict, the provisions in the SCC shall prevail.

See attached gcc

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Part 3 – Schedule B

Application for Tax Clearance Certificate

Tax clearance requirements IT is a condition of bidding:-

1. It is an absolute requirement that the taxes of the successful bidder must be in order or that

satisfactory arrangements have been made with the Receiver of Revenue to meet his / her

obligations.

2. The attached form, Application for Tax Clearance Certificate (in respect of bids), must be

completed by the bidder in all respects and submitted to the Receiver of Revenue where the

bidder is registered for tax purposes. That Receiver of Revenue will then furnish the bidder

with a Tax Clearance Certificate that will be valid for 6 months from date of issue. This Tax

Clearance Certificate must be submitted in the original together with the bid. Failure to submit

an original and valid Tax Clearance Certificate at the time of submission of the bid shall

invalidate the bid.

3. In bids where Consortia/ Joint Ventures /Sub-Contractors are involved each party must

submit a separate Tax Clearance Certificate. Copies of the Application for Tax Clearance

Certificate are available at any Receiver’s Office.

Application for tax clearance certificate (in respect of offerors)

1. Name of taxpayer / bidder:

2. Trade name:

3. Identification number:

4. Company / Close Corporation registration number:

5. Income tax reference number:

6. VAT registration number (if applicable):

7. PAYE Employer’s registration number

(If applicable)

Signature of contact person requiring Tax Clearance Certificate: ......................................

Name:

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Telephone Number: Code: ________________________Number: _______________

Address:

Date: / /

Please note that the commissioner of the south african revenue service

(SARS) will not exercise his discretionary powers in favour of any person

With regard to any interest, penalties and/or additional tax leviable due

To the late or under payment of taxes, duties or levies or the rendition of

Returns by any person as a result of any system not being year 2000

Compliant.

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Part 3-Schedule D

Bidder’s disclosure

Sbd4

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:

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

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

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:

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

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.

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

 Pt − P min Ps = 801 − 

 P min 

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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

5. Points awarded for B-BBEE Status Level of Contribution

5.1 In terms of Regulation 5 (2) and 6 (2) of the Preferential Procurement Regulations, preference points

must be awarded to a bidder for attaining the B-BBEE status level of contribution in accordance with

the table below:

B-BBEE Status Level of Number of points Number of points

Contributor (90/10 system) (80/20 system)

1 10 20

2 9 18

3 8 16

4 5 12

5 4 8

6 3 6

7 2 4

8 1 2

Non-compliant contributor 0 0

5.2 Bidders who qualify as EMEs in terms of the B-BBEE Act must submit a certificate issued by an

Accounting Officer as contemplated in the CCA or a Verification Agency accredited by SANAS or a

Registered Auditor. Registered auditors do not need to meet the prerequisite for IRBA’s approval for

the purpose of conducting verification and issuing EMEs with B-BBEE Status Level Certificates.

5.3 Bidders other than EMEs must submit their original and valid B-BBEE status level verification

certificate or a certified copy thereof, substantiating their B-BBEE rating issued by a Registered Auditor

approved by IRBA or a Verification Agency accredited by SANAS.

5.4 A trust, consortium or joint venture, will qualify for points for their B-BBEE status level as a legal entity,

provided that the entity submits their B-BBEE status level certificate.

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5.5 A trust, consortium or joint venture will qualify for points for their B-BBEE status level as an unincorporated

entity, provided that the entity submits their consolidated B-BBEE scorecard as if they were a group

structure and that such a consolidated B-BBEE scorecard is prepared for every separate bid.

5.6 Tertiary institutions and public entities will be required to submit their B-BBEE status level certificates in

terms of the specialized scorecard contained in the B-BBEE Codes of Good Practice.

5.7 A person 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.

5.8 A person awarded a contract may not sub-contract more than 25% of the value of the contract to any

other enterprise that does not have an equal or higher B-BBEE status level than the person concerned,

unless the contract is sub-contracted to an EME that has the capability and ability to execute the

subcontract.

6. Bid declaration

6.1 Bidders who claim points in respect of B-BBEE Status Level of Contribution must complete the following:

7. B-bbee status level of contribution claimed in terms of paragraphs 1.3.1.2 And

5.1

7.1 B-BBEE Status Level of Contribution: ............. = ...............(maximum 20 points)

(Points claimed in respect of paragraph 7.1 must be in accordance with the table reflected in paragraph

5.1 and must be substantiated by means of a B-BBEE certificate issued by a Verification Agency

accredited by SANAS or a Registered Auditor approved by IRBA or an Accounting Officer as

contemplated in the CCA).

8. Sub-contracting

8.1 Will any portion of the contract be sub-contracted? YES / NO (delete which is not applicable)

8.1.1 If yes, indicate:

(i) what percentage of the contract will be subcontracted? ..................................%

(ii) the name of the sub-contractor? ....................................................................

(iii) the B-BBEE status level of the sub-contractor?

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

(iv) whether the sub-contractor is an EME? YES / NO (delete which is not applicable)

9 declaration with regard to company/firm

9.1 Name of company/firm :.............................................................................................

9.2 VAT registration number :.............................................................................................

9.3 Company registration number ...............................................................................

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9.4 Type of company/ firm

 Partnership/Joint Venture / Consortium

 One person business/sole propriety

 Close corporation

 Company

 (Pty) Limited

[Tick applicable box]

9.5 Describe principal business activities

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

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

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

9.6 Company classification

 Manufacturer

 Supplier

 Professional service provider

 Other service providers, e.g. transporter, etc.

[Tick applicable box]

9.7 Total number of years the company/firm has been in business? ..........................................

9.8 I/we, the undersigned, who is / are duly authorised to do so on behalf of the company/firm,

certify that the points claimed, based on the B-BBE status level of contribution indicated in

paragraph 7 of the foregoing certificate, qualifies the company/ firm for the preference(s)

shown and I / we 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

paragraph 7, the contractor may be required to furnish documentary proof to the

satisfaction of the purchaser that the claims are correct;

(iv) If the B-BBEE status level of contribution has been claimed or obtained on a

fraudulent basis or any of the conditions of contract have not been fulfilled, the

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

(a) disqualify the person from the bidding 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;

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(d) restrict the bidder or contractor, its shareholders and directors, or only the

shareholders and directors who acted on a fraudulent basis, 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

Witnesses:

1. .............................................

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

Signature(s) of bidder(s)

2. .............................................

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

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

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

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

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Part 3- Schedule F

Qualification and Experience

1. Details of the extent of the company activities and business, e.g. branches etc:

2. A list of existing and/previous contracts relating to similar services:

Description of work Period Organization Contact Contact No

and value Person

Start End

date date

3. Details of Qualifications of the Project Manager and the Key Personnel:

Name Designation Qualifications

Signature of (on behalf of) company

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Part 3- Schedule G

Organization Type

Partnership/closed corporation/company

(Delete which is not applicable)

The bidder comprises of the following partners/members/directors:

1. Name

Address :

ID number:

2. Name :

Address :

ID number:

3. Name :

Address :

ID number:

4. Name :

Address :

ID number:

5. Name :

Address :

ID number:

Signature of (on behalf of) bidder

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Part 3- Schedule H

Organisational Structure

1. Provide full details of the organizational structure which will be utilized in the provision of the

Services (including where appropriate an organogram)

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

Signature of (on behalf of) bidder

In the presence of:

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