Appointment of a tracing agent to trace a former employee (RFQ-112686)

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Submit the completed tender documents to the address and by the closing date and time stated in the tender invitation. The submission must include all returnable forms, completed and signed. Bids that are late, incomplete, or fail to include mandatory forms may be disqualified.

This tender uses the 80/20 preference point system (for requirements up to R50 million, all applicable taxes included). A maximum of 80 points is allocated for price, and 20 points for specific goals. The lowest acceptable tender will be used to determine the applicable preference point system once tenders are received. Points for specific goals are claimed per the table below, and the tenderer must indicate how they claim points for each preference point system. The specific goals and points allocated are: Black ownership (10 points), Woman ownership (5 points), Youth ownership (3 points), Disability ownership (2 points). The formula for calculating points for equity ownership by Black, Woman, Youth and Disability is provided in the document. Bidders claiming specific goal points must provide valid certified documents (not older than 6 months). Documents with certification stamps older than 6 months are invalid and result in forfeiture of specific goal points.

The tender is for income-generating contracts. The specific goals and points claimed are indicated in the table. Tenderers must indicate how they claim points for each preference point system. The lowest acceptable tender will be used to determine the applicable preference point system once tenders are received.

CSD report to show substantiate percentage ownership equity

Points Allocation: 3 points

B-BBEE Details: th Africa, ISIbalo House, Koch Street, Salvokop, Pretoria, 0002

www.statssa.gov.za, [email protected], Tel +27 12 310 8911

Annexure d

Preference points claim form

Standard bidding document (sbd6.1)

Sbd 6.1

Preference points claim form in terms of the preferential procurement

Regulations 2022

This preference form must form part of all tenders invited. It contains general information and serves as a

claim form for preference points for specific Goal(s).

Nb: before completing this form, tenders must study the general conditions,

Definitions and directives applicable in respect of specific goals, as

Prescribed in the preferential procurement regulations, 2022

1. General conditions

1.1 The following preference point systems are applicable to invitations to tender:

• the 80/20 system for requirements with a Rand value of up to R50 000 000 (all applicable

taxes included); and

• the 90/10 system for requirements with a Rand value above R50 000 000 (all applicable

taxes included).

1.2 To be completed by the organ of state

a) The applicable preference point system for this tender is the 80/20 preference point system.

b) The lowest acceptable tender will be used to determine the accurate system once tenders are

received.

1.3 Points for this tender (even in the case of a tender for income-generating contracts) shall be

awarded for:

(a) Price; and

(b) Specific Goal(s)

1.4 To be completed by the organ of state:

The maximum points for this tender are allocated as follows:

Points

Price 80

Specific goal(s) 20

TOTAL points for Price and SPECIFIC GOALS 100

1.5 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

This tender uses the 80/20 preference point system (for requirements up to R50 million). Points are allocated: 80 for price, 20 for specific goals. Specific goals and maximum points: Black ownership 10, Woman ownership 5, Youth ownership 3, Disability 2. Points are calculated based on percentage ownership by active directors/members. Proof required: certified ID, company registration, CSD report for race/women/youth; medical certificate from HPCSA-registered practitioner for disability. Documents with certification stamps older than 6 months are invalid and result in forfeiture of specific goal points.

(a) “all applicable taxes” includes value-added tax, pay as you earn, income tax, unemployment

insurance fund contributions and skills development levies;

(b) “tender” means a written offer in the form determined by an organ of state in response to an

invitation to provide goods or services through price quotations, competitive bidding process or any

other method envisaged in legislation;

(c) “disability” means, in respect of a person, a permanent impairment of a physical, intellectual, or

sensory function, which results in restricted, or lack of, ability to perform an activity in the manner, or

within the range, considered normal for a human being.

(d) “Functionality” means the ability of a bid to provide goods or services in accordance with

specifications as set out in the bid documents.

(e) “Price” means an amount of money tendered for goods or services, and includes all

applicable taxes less all unconditional discounts;

(f) “rand value” has the same meaning as contemplated in the Preferential Procurement Regulations,

2022;

(g) “Youth” means persons between the ages of 14 and 35 in terms of the National Youth

Development Agency Act, 2008. For the purpose of this bid the date to be used for determination of

age will be the closing date of the bid and in a case where the closing date of a bid has been

extended, the original (first) closing date shall be used for the purpose of determining age.

(h) “Tender for income-generating contracts” means a written offer in the form determined by an

organ of state in response to an invitation for the origination of income-generating contracts through

any method envisaged in legislation that will result in a legal agreement between the organ of state

and a third party that produces revenue for the organ of state, and includes, but is not limited to,

leasing and disposal of assets and concession contracts, excluding direct sales and disposal of

assets through public auctions; and

(i) “the Act” means the Preferential Procurement Policy Framework Act, 2000 (Act No. ).

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

Sbd 6.1

3.2 Points awarded for specific goal(s)

3.2.1 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:

3.2.2 an invitation for tender for income-generating contracts, that the 80/20 preference point system will

apply and that the highest acceptable tender will be used to determine the applicable 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 Points

The Specific Goal(s) Percentage Ownership Number of points claimed (80/20 system) to

allocated points in equity (To be completed

(80/20 system) be completed by the terms of this tender by the tenderer) tenderer

1 Black 10

2 Woman 5

3 Youth 3

4 Disability 2

The following formula must be applied to calculate the number of points for equity ownership by Black,

Woman, Youth and Disability.

Where:

NEP = Points claimed/awarded for a specific goal under consideration.

NOP = The maximum number of points allocated to that specific goal category

(e.g., 10 for Black, 5 for Woman, etc.).

EP = The percentage of total company ownership held directly by active

Directors or members who are also registered owners of the business.

Example to calculate: NEP= 10(NOP) x 80(EP) ÷ 100 : answer = 8

Sbd 6.1

3.2.3 Bidders who wish to claim points in terms of the tables above need to provide proof for each

point claimed as guided below.

i. Race: (Black) - attach certified copy of Identity document (Id) and certified company registration

document, CSD full detail report to show substantiate ownership equity.

ii. Women: - attach certified copy of Identity Document (ID) and certified company registration

document, CSD full detail report to show substantiate percentage ownership equity.

iii. Disabled – attach medical certificate from a medical practitioner registered with the Health

Professional Council of South Africa (HPCSA) confirming the disability.

iv. Youth – attach certified copy of Identity Document (ID) and certified company registration document,

CSD report to show substantiate percentage ownership equity.

• CIPC and Identity documents, with a certification stamp older than 6 months, will be

considered invalid. Such documents will result in forfeiture of points allocated for

specific goals.

Declaration with regard to company/firm

3.3 Name of company/firm....................................................................................................

3.4 Company registration number: ........................................................................................

3.5 TYPE OF COMPANY/ FIRM [tick applicable box]

Partnership/Joint Venture / Consortium

One-person business/sole propriety

Close corporation

Public Company

Personal Liability Company

(Pty) Limited

Non-Profit Company

State Owned Company

3.6 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 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.

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Signature(s) of tenderer(s)

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

Date: ........./........./.................

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

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