Tender Application Workspace for

• Returnable forms — all must be completed, signed and submitted with the quotation:
• SBD 4 (Bidder's Disclosure): discloses whether any director or shareholder is employed by the state or connected to anyone at the department.
• Disclosure is mandatory; a false declaration disqualifies the bid.
• SBD 6.1 (Preference Points Claim Form): must be completed, signed and submitted with the quotation to claim specific goal points.
• Submission method, address and number of copies not specified in this document.

• Partner: Proof of CSD registration, Tax Pin, BBBEE Sworn-Affidavit, SBD 4.

• Mandatory requirement: Bidder must be an Odoo accredited partner.
• Evaluation includes verification of SBD 4 declarations; bidders listed on the Register for Tender Defaulters or List of Restricted Suppliers are automatically disqualified.
• No further evaluation criteria (price, functionality, preference points) are specified in this extract.
• Evaluation method: 80/20 preference point system (price 80 points, specific goals 20 points).
• Black ownership: 6 points (100% = 6, 75-99% = 3, 51-74% = 1, ≤50% = 0)
• Women ownership: 6 points (75-100% = 6, 51-74% = 3, 1-50% = 1, 0% = 0)
• Youth ownership: 5 points (75-100% = 5, 51-74% = 3, 1-50% = 1, 0% = 0)
• Disability ownership: 3 points (company owned by people with disabilities = 3)
• Evidence required: EME/QSE – sworn affidavit (DTI or CIPC template); Generic entities – valid B-BBEE certificate and CSD report.
• Failure to submit proof means points for specific goals are not claimed.
• No minimum qualifying score stated.
• Mandatory eligibility
• Odoo accredited partner status: bidders must be an accredited Odoo partner.
• Valid tax clearance certificate from SARS required before award.
• No collusive bidding or restrictive practices under the Competition Act.
• No corrupt or fraudulent practices.
• Not insolvent or bankrupt.
• Evaluation stages
• Functionality and price evaluation (specific weighting not stated in available text).
• Preference points system: 80/20 or 90/10 to be confirmed in tender documents.

+ 17 more requirements in the full document analysis

• Scope: Upgrade of the INSETA Management Information System (MIS) from Odoo version 14 to the latest Odoo version.
• Service provider must be an Odoo accredited partner.
• No further technical details, quantities, locations or service levels provided in this document.
• Deliverable: fully upgraded and functional MIS on latest Odoo version.
• Location: Insurance Sector Education and Training Authority (INSETA), Gauteng.
• 1.1 The Insurance Sector Education and Training Authority (INSETA) is a public entity listed in
• Schedule 3A of the PFMA and was established in March 2000. The INSETA must, in accordance
• with any prescribed requirements, perform in accordance with the Skills Development Act (SDA),
• the Skills Development Levies Act (SDLA), the Public Finance Management Act (PFMA), any
• other relevant legislation, and the Constitution.
• CURRENT SITUTATION
• 2.1 INSETA currently operates a Management Information System (MIS) built on Odoo Version 14
• (community). The MIS constitutes a highly customized, mission-critical platform that supports the core
• operational, regulatory, and administrative functions of the Authority. The system encompasses the
• INSETA Base and Portal
• Education, Training and Quality Assurance (ETQA)
• Skills Development
• Discretionary Grants (DG)
• Learning Programmes
• National Learners' Records Database (NLRD) / SETMIS Reporting

+ 216 more requirements in the full document analysis

• TERMS OF REFERENCE
• Helpdesk and INSETA theme proof of concept; initial data migration design; technical backlog validation.
• Expected Outcome: Validated technical backlog; confirmed third-party module resolution paths;
• Odoo development environment operational; migration baseline documented and signed off.
• Expected Outcome: Core platform and foundation modules operating in the development environment; security and base data structures confirmed.
• QWeb reports migration; frontend integrations; frontend, Helpdesk, and INSETA theme work.
• Expected Outcome: Functional modules available for iterative testing; reports validated; frontend and theme operational in development environment.
• Month 4 Weeks 13-16: Two (2) full trial data migrations; regression testing; report validation; performance and security testing; defect resolution;
• UAT environment preparation;
• UAT execution with INSETA business users.
• Expected Outcome: UAT-ready staging environment; reconciled data migration process;
• UAT defects identified and remediated;
• UAT sign-off.
• Expected Outcome: Controlled production deployment; system operational on latest Odoo Version; hypercare support concluded.

• CONTRACTUAL OBLIGATIONS

• Amount: as specified in Special Conditions of Contract (SCC).
• Due: within 30 days of contract award notification.
• Currency: Rand or freely convertible currency acceptable to purchaser.
• Discharge: within 30 days after completion of performance obligations including warranty, unless SCC states otherwise.
• Payment terms
• Method and conditions specified in SCC.
• Payment within 30 days of invoice submission with delivery note copy.
• Currency: Rand unless SCC stipulates otherwise.
• Fixed prices from bid; no variation except authorised adjustments in SCC or bid validity extension.

• Bidder must not be listed on the National Treasury's Register for Tender Defaulters or List of Restricted Suppliers.
• Disclose whether any director, trustee, shareholder, member, partner, or person with controlling interest is employed by the state.
• Disclose any relationship with persons employed by the procuring institution (INSETA).
• Disclose any interest in other related enterprises.
• Certify that the bid is independent, not collusive, and prices not disclosed.
• False declaration leads to disqualification and possible reporting to Competition Commission and NPA.
• CSD registration (CSD report required for generic entities).
• Valid tax compliance status (implied, not explicitly stated).
• No CIDB grading required (not construction).
• No local content percentages specified.
• CIPC registration implied (company registration number required on SBD 6.1).
• Tax compliance
• No contract may be concluded with bidders whose tax matters are not in order.
• CSD registration
• Required (implied by standard government procurement practice; confirm in tender pack).
• SBD 6.1 required for preference points claim.
• Specific B-BBEE level threshold not stated in available text.
• Not applicable (IT services, not construction).
• Competition Act compliance
• Matter may be referred to Competition Commission; penalties include bid invalidation, contract termination, and restriction from public sector business up to 10 years.

+ 31 more requirements in the full document analysis

• Contract framework
• General Conditions of Contract (GCC) July 2010 apply, supplemented by Special Conditions of Contract (SCC).
• SCC prevails where conflict exists with GCC.
• Key contractual provisions
• Confidentiality: supplier may not disclose contract, specifications, or purchaser documents without prior written consent; all documents remain purchaser property and must be returned on completion.
• Patent indemnity: supplier indemnifies purchaser against third-party patent, trademark, or design infringement claims.
• Performance security: required within 30 days of award; discharged 30 days after completion including warranty.
• Inspection and testing: purchaser may inspect premises; costs borne by supplier if supplies fail to comply.
• Delivery: as per contract terms; risk remains with supplier until valid receipt obtained.
• Insurance: full cover in freely convertible currency as specified in SCC.
• Incidental services: may include installation, commissioning, training, maintenance as specified in SCC.
• Warranty: 12 months after delivery acceptance or 18 months from shipment, whichever is earlier, unless SCC varies.
• Payment: within 30 days of invoice; in Rand unless SCC states otherwise.
• Price fixation: no variation from bid prices except SCC-authorized adjustments.
• Amendments: only by written agreement signed by both parties.
• Assignment: requires purchaser's prior written consent.
• Subcontracts: notification required; supplier remains fully liable.
• Delay and default
• Delay penalties: current prime interest rate per day of delay on delayed goods/services value.
• Termination for default: failure to deliver, failure to perform obligations, or corrupt/fraudulent practices.

+ 129 more requirements in the full document analysis

• During the evaluation process, no change in the content of the BID shall be sought, offered, or permitted.

• CVs must be submitted.

• Evaluation criteria: 80/20 preference point system.
• Price accounts for 80 points, specific goals for 20 points.
• Specific goals: Black ownership (max 6), Women ownership (max 6), Youth ownership (max 5), Disability ownership (max 3).
• 7.1 The evaluation criteria will be based on the following requirements:
• Phase 0: Administrative requirements
• Phase 1: Mandatory requirement
• Phase 2: Evaluation of Specific Goals and Price
• ADMINISTRATIVE CRITERIA
• 8.1 Legislative Requirements (Phase 1)
• 8.1.2 Quotation on the bidder's letterhead
• Failure to comply with (or submit) the legislative requirements listed above will result in the
• 8.3 Bidder must provide proof (BBBEE Certificate accredited by SANAS or BBBE
• 8.4 Department of Trade Industry (DTI) Sworn Affidavit template)
• Failure to comply with the requirement above within 7 working days after being informed will lead to
• invalidation of your proposal.
• Phase 1: MANDATORY Requirements
• No. Mandatory Requirement Compliance
• M1 The bidder must be a registered and currently active Odoo Partner. The bidder Yes / No
• must submit a valid Odoo Partnership Letter issued by Odoo confirming the
• bidder's active partner status. The letter must be dated within the twelve (12)

+ 28 more requirements in the full document analysis