B-bbee verification agency services for the hsrc (3-Year appointment)

Documents to submit with the bid

• Proof of certification or qualification specifically in B-BBEE transformation.
• Proof of membership of an affiliation of professional tax management bodies.
• Proof of relevant tertiary education in Law, Business Management or Compliance.
• Certified copies of qualifications — uncertified certificates are not accepted and score no points.
• Curriculum vitae for the lead consultant and for each team member, showing relevant experience.
• Reference letters from previous clients, meeting the format and age rules set out in the evaluation criteria.
• Completed pricing schedule showing Year 1, Year 2 and Year 3 amounts, VAT, and the total inclusive of VAT.

Disqualification risks

• Late submissions will not be accepted.
• Failure to meet any pre-qualification criterion disqualifies the bid.
• Uncertified qualification certificates score no points.

Pre-qualification (failure disqualifies the bid)

• Certification or qualification in B-BBEE transformation.
• Membership of an affiliation of professional tax management bodies.
• Relevant tertiary education in Law, Business Management or Compliance.
• Minimum 5 years' experience in B-BBEE verification services.
• All-inclusive quotation covering all taxes.

Technical evaluation — total 100 points

• Company experience: 40 points.
• Methodology and project plan: 30 points.
• Capacity: 30 points.

Minimum qualifying score: 70 out of 100.

Company experience (40 points)

• Reference letters must be no older than 5 years, on the previous client's letterhead, and must show the client name, the title of the related work, the year it was carried out and completed, a contactable reference name with contact details, and a signature from the appropriate delegate; they must also indicate the quality of service delivered.
• 4 or more letters: 40 points.
• 3 letters: 30 points.
• 2 letters: 20 points.
• 1 letter: 10 points.
• No letters: 0 points.

Methodology and project plan (30 points)

• Project plan with timelines, deliverables, processes and sequence of events (10 points): clearly defined timelines, deliverables, processes and sequence of events scores 8–10; clearly defined timelines, deliverables and processes but no sequence of events scores 5–7; poorly structured plan with unclear timelines, deliverables and misaligned sequence scores 1–4; no plan scores 0.
• Understanding and knowledge of B-BBEE verification services (5 points): good 4–5, weak 1–3, none 0.
• Understanding of B-BBEE and related regulatory prescripts (5 points): good 4–5, average 1–3, poor 0.
• Understanding of the development of B-BBEE compliance reports (5 points): good 4–5, average 1–3, poor 0.
• Ability to facilitate B-BBEE requirements awareness to management (5 points): good 4–5, average 1–3, poor 0.

Capacity (30 points)

• Qualifications of the lead consultant (10 points): a relevant tertiary qualification in Law, Business Management or Compliance scores 10; any unrelated or non-equivalent qualification scores 0. Certified copies must be attached.
• Experience of the lead consultant (10 points): more than 8 years scores 10; 5 to 8 years scores 5; less than 5 years scores 2. A CV showing relevant experience must be submitted.
• Experience of the team (10 points): more than 8 years scores 10; 5 to 8 years scores 5; less than 5 years scores 2. CVs showing relevant experience must be submitted.

Procurement

• Appointment of a B-BBEE verification agency for the Human Sciences Research Council (HSRC), a Schedule 3A national public entity with approximately 600 employees.
• Contract period: 3 years.

Scope of work

• Planning: understand the HSRC's operating model and context.
• Execution: provide a project plan for implementing the verification process.
• Reporting: issue a B-BBEE certificate confirming the HSRC's status and recognition level; report on gaps identified during the assessment; provide a report on the HSRC's B-BBEE compliance status.

Timing

• The project runs 3 months before the current B-BBEE certificate expires.
• The delivery date will be confirmed once the service provider is appointed.

Pricing

• An all-inclusive quotation is required, submitted on the price schedule.
• Pricing must include VAT.
• The schedule must show the Year 1, Year 2 and Year 3 amounts, the VAT, and the total inclusive of VAT.
• Annual escalations must be included in the pricing.
• Contract period: 3 years.

Pre-qualification criteria — failure to meet any of these disqualifies the bid

• Proof of certification or qualification specifically in B-BBEE transformation.
• Proof of membership of an affiliation of professional tax management bodies.
• Proof of relevant tertiary education in Law, Business Management or Compliance.
• Minimum 5 years' experience in B-BBEE verification services.
• An all-inclusive quotation covering all taxes.

Evidence rules

• Certified copies of qualifications must be attached; uncertified certificates are not accepted and score no points.