Quotation invitation: online legal database subscription services

Mandatory declarations on SBD 4:

• State employment: disclose if any director, trustee, shareholder, member, partner or person with a controlling interest is employed by the state.
• Institutional relationships: disclose any connection with persons employed by the procuring institution.
• Related enterprise interests: disclose any interest in other related enterprises.
• Independent bid determination: certify the bid was arrived at independently, without consultation, communication, agreement or arrangement with any competitor regarding prices, specifications, market allocation or the decision to bid.
• Non-disclosure: certify bid terms have not been and will not be disclosed to competitors before bid opening or contract award.
• No improper consultations: certify no consultations with officials of the procuring institution except for clarification, and no involvement in drafting specifications.
• Consequences: false disclosure leads to bid rejection and possible reporting to the Competition Commission, National Prosecuting Authority, or restriction from public sector business for up to 10 years.

Closing date and time: 25 September 2026 at 11:00.

Compulsory briefing or site visit: not stated.

Clarification deadline: not stated.

Enquiries: not stated in the provided document.

Submission address: not stated in the provided document.

Service/delivery address: not stated in the provided document.

Returnable forms — all must be completed, signed and submitted with the quotation:

• SBD 6.1 (Preference Points Claim Form): claims B-BBEE points under the PPPFA 80/20 system; must be completed and signed.
• SBD 6.2 (Local Content Declaration Form) and Annexure C – Local Content Declaration Summary Schedule: required for local production and content claims.
• CIPC registration documents: proof of ownership for equity claims.
• B-BBEE certificate or sworn affidavit: to substantiate specific goals and RDP goals.
• Medical assessment report (not older than one year at closing date): required for disability ownership claims.
• Proof of CSD registration and valid tax compliance status (SARS TCS or tax pin).

Disqualification risks:

• Any returnable form left unsigned or omitted.
• Quotations received after the closing time, regardless of reason.
• Failure to submit proof of specific goals results in 0 points out of 20 for specific goals (not disqualification).

Evaluation method: 80/20 preference point system (price 80 points, specific goals 20 points).

Price scoring: maximum 80 points allocated using the standard 80/20 formula (Ps = 80 × (1 − (Pt − Pmin) / Pmin)).

Specific goals scoring: maximum 20 points allocated per Table 1 below.

Tie-breakers: (1) highest specific goals points; (2) highest functionality points if functionality is evaluated; (3) drawing of lots.

Minimum qualifying score: not stated.

Table 1 — Specific goals and points (80/20 system):

• Race (black ownership): 100% = 5 pts; 75–99% = 4 pts; 60–74% = 3 pts; 51–59% = 2 pts; 0–50% = 0 pts.
• Gender (black women ownership): 100% = 8 pts; 75–99% = 6 pts; 60–74% = 4 pts; 51–59% = 2 pts; 0–50% = 0 pts.
• Disability ownership: 1–100% = 2 pts; 0% = 0 pts (medical report ≤ 1 year old required).
• RDP goals – SMME (EME or QSE): Yes = 3 pts; No = 0 pts.
• RDP goals – Local production and content: Yes = 2 pts; No = 0 pts (requires SBD 6.2 and Annexure C).

Listed companies and tertiary institutions do not qualify for HDI preference points.

Trusts: only trustees who are also beneficiaries and actively involved in management may claim equity ownership.

Consortia/joint ventures: points based on percentage of contract value managed or executed by HDI members.

Sub-contracting: no more than 25% of contract value to an enterprise without equal or higher specific goals points, unless subcontracted to an EME or QSE with capability.

Scope: Membership subscription to an online database providing legal and related services for the National Gambling Board of South Africa.

No further technical specifications, deliverables, quantities, locations, standards, service levels or capacity requirements are stated in the provided document.

Pricing format: not stated in the provided document.

Bid security, bonds, guarantees, retention: not stated.

Payment terms: not stated.

Financial capacity / turnover thresholds: not stated.

Estimated contract value: not stated (but 80/20 system applies, indicating value up to R50 million inclusive of taxes).

Mandatory compliance:

• CSD registration.
• Valid tax compliance status (SARS TCS or tax pin).
• CIPC registration documents (proof of ownership).
• B-BBEE certificate or sworn affidavit (to claim specific goals and RDP goals).
• SBD 6.1 (Preference Points Claim Form) completed and signed.
• SBD 6.2 (Local Content Declaration Form) and Annexure C (if claiming local production and content points).
• Medical assessment report from accredited practitioner (not older than one year at closing date) for disability ownership claims.

B-BBEE thresholds: no minimum B-BBEE level stated; points awarded per specific goals table.

CIDB grading: not applicable (non-construction).

Local content: points available (2 pts under 80/20) if local production and content declared via SBD 6.2 and Annexure C.

Sub-contracting limit: ≤ 25% to enterprises without equal/higher specific goals points, unless EME/QSE with capability.

Definitions and general conditions from the Preferential Procurement Regulations 2022 apply. Key definitions include tender, price, rand value, HDI, specific goals, consortium/JV, sub-contracting, trust/trustee. The Act referenced is the Preferential Procurement Policy Framework Act, 2000. Fraudulent claims may lead to disqualification, cost recovery, contract cancellation, restriction from state business up to 10 years, and criminal prosecution. The NGB reserves the right to require substantiation of any preference claim at any time.

Evaluation uses the 80/20 preference point system (price 80, specific goals 20). Price scored via standard formula. Specific goals scored per Table 1 (race, gender, disability, SMME status, local content). Tie-breakers: specific goals points, then functionality points if applicable, then drawing of lots. No minimum qualifying score stated. Listed companies and tertiary institutions excluded from HDI points. Trusts require active trustee-beneficiaries. Consortia/JVs claim points pro-rata to HDI member contract share. Sub-contracting capped at 25% to lower-scoring enterprises unless EME/QSE.