INVITATION TO REGISTER ON THE PREFERRED PROVIDERS’DATABASE Provider... · INVITATION TO REGISTER...

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1 INVITATION TO REGISTER ON THE PREFERRED PROVIDERS’DATABASE Reference number TETA/DAT/ 2009 Closing date for Applications Monday 22 th June 2009

Transcript of INVITATION TO REGISTER ON THE PREFERRED PROVIDERS’DATABASE Provider... · INVITATION TO REGISTER...

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INVITATION TO REGISTER ON THE PREFERRED PROVIDERS’DATABASE Reference number TETA/DAT/ 2009

Closing date for Applications

Monday 22th June 2009

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INVITATION TO REGISTER

YOU ARE HEREBY INVITED TO REGISTER ON THE TETA PREFERRED SERVICE PROVIDERS’ DATABASE

Ref. no.: TETA/DAT/2009

CLOSING DATE 22/06/2009

CLOSING TIME

12H00

DESCRIPTION Invitation to register on the TETA Preferred Services Providers’ Database

The successful applications will be registered on the preferred providers’ database

APPLICATIONS DOCUMENTS MUST BE INSERTED INSIDE THE TENDER BOX LOCATED AT:

TETA Head Office Attention: Ms Nonkqubela Mabija, Supply Chain Management, 344 Pretoria Avenue, Sonsono Building, Randburg,2125

No faxed or e-mailed Applications will be accepted

Applicants should ensure that applications are delivered before the closing date and time to

the correct address.

Applications can be delivered between 08h00 and 16h30, Mondays to Fridays, prior to the closing

date and between 08h30 and 11h00 on the closing date. All Applications must be submitted on the official forms Applications submitted that do not comply with the following may not be considered for evaluation:

Applications not in the format prescribed. Applications without some or all of the required documents. Applications without the required number of copies.

Any queries regarding registration procedures and technical information may be directed to:

Name: Ms N Mabija

Tel: 011 781 1280

e-Mail [email protected]

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SPECIAL CONDITIONS OF APPLICATIONS 1. GENERAL 1.2 Proper Applications for the services specified must be submitted. All providers are to take note of the implications of contravening the Prevention and Combating of Corrupt Activities Act, Act No 12 of 2004 and any other Act applicable. 2. CONDITIONS OF SUPPLIER REGISTRATION Preference will be given to service providers who have been rated and have submitted their bonafide and valid BBBEE certificates. 3. ADDITIONAL INFORMATION REQUIREMENTS 3.1 During evaluation of the supplier applications, additional information may be requested in writing from Applications. Replies to such request must be submitted, within 5 (five) working days or as otherwise indicated. Failure to comply, may lead to your application being disregarded. 4. SUBMISSION DETAILS 4.1 An original plus two (2) copies of the Applications, i.e. three (3) documents in total should be handed in/delivered to: Ms N Mabija Supply Chain Management TETA 344 Pretoria Avenue, Sonsono Building, Randburg, 2125 Johannesburg. NB: Applications are to indicate on the cover of each document whether it is the original or a copy Applications should be submitted in a sealed envelope, marked with:

Reference number: TETA/DAT/2009 Closing date and time (Friday 19 June at 11h00) The name and address of the bidder

Documents submitted on time by Applications shall not be returned. 5. CLARIFICATIONS 5.1 Any clarification required by a bidder regarding the meaning or interpretation of the preferred provider application document, or any other aspect concerning the applications, is to be requested in writing (facsimile or e-mail) from Ms N Mabija by Monday 19 June 2009. The reference number should be mentioned in all correspondence. Telephonic requests for clarification will not be accepted. If appropriate, the clarifying information will be made available to all Applications by e-mail only.

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6. FORMAT OF APPLICATION DOCUMENT 6.1 Applications must complete all the necessary Applications documents and undertakings required in this Applications document. Applications are advised that their proposal should be concise, written in plain English and simply presented. 6.2 Applications are to set out their proposal in the following format: Part 1: Supplier information required Applicants are to type the requested information on their company letterhead and should follow the same number point process on the document Part 2: SARS Tax Clearance Certificate An Original valid SARS Tax Clearance Certificate of the Service provider must be submitted with the Applications. In case of a consortium/ joint venture, or where sub-Service providers are utilised, an original valid SARS Tax Clearance Certificate for each consortium/ joint venture member and/or sub-contractor (individual) must be submitted. Part 3: Declaration of Interest Each party to the Applications must complete and submit the Declaration of Interest. Where there is declaration, the application will not be considered. Part 4: Declaration of Applications past supply chain management practices Each party to the Applications must complete and submit the Declaration of past supply chain management practices Part 5: Preference Points Claim Form in terms of the Preferential Procurement Regulations 2001 (Purchases) Applications must complete and submit the Preference Points Claim Form (Purchases). For a consortium or joint venture:

Each member organisation wishing to claim points should complete a separate Preference Points

Claim Form (Purchases).

In the case of a consortium/joint venture/sub-contractor, item 9.9 of the Claim Form should only be completed once for the whole consortium/joint venture.

Part 6: Preference Points Claim Form in terms of the Preferential Procurement Regulations 2001 (Promotion of Small Businesses) Applications must complete and submit the Preference Points Claim Form (Promotion of Small Businesses). For a consortium or joint venture:

Each member organisation wishing to claim points should complete a separate Preference Points

Claim Form (Promotion of Small Businesses). Part 7: Organisational Profile Applications are to include a four page value/service/product offering proposition. Part 8: Team details In this section Applications must provide a 2 page CV with details of the team members named in the previous part.

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Part 9: Experience in this field Applications should provide at least the following information. Details of contracts for similar work within the last 2 years. Contact details of a maximum of 3 organisations for which work was done. 7. REASONS FOR REJECTION 7.1 TETA shall reject an application for registering on the Preferred Provider Database if the supplier has committed a proven corrupt or fraudulent act in competing for the particular contract. 7.2 TETA may disregard the Applications of any bidder if that bidder, or any of its directors: 7.3 Have abused the Supply Chain Management systems of TETA. 7.4 Have committed proven fraud or any other improper conduct in relation to such systems. 7.5 Have failed to perform on any previous contract and the proof exists. 7.6 Such actions shall be communicated to the National Treasury.

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8. Supplier information required

Requirements In the establishment of a provider list, the information below must be typed on the supplier’s company letterhead and should follow the same number point process: 8.1 Name of organisation/individual.

8.2 Physical and postal address. 8.3 Nature of the organisation for example public company, private company, close corporation, partnership, sole trader. 8.4 Appropriate registration numbers. 8.5 Contact details, such as telephone number, facsimile numbers and e-mail if applicable. 8.6 Name(s) of owner(s)/principle(s) or partner(s) of organisation. 8.7 Annual turnover of organisation/individual. 8.8 Equity profile of the organisation (table on page 2) 8.9 Original tax clearance certificate as proof of tax compliance. 8.10 Total number of employees 8.11 List of products/services offered, i.e. business activity linked to requirement categories of the Organisation. 8.12 Specific expertise vested in the organisation/individual linked to requirement categories of the Organisation. 8.13 A list of previous/current projects with at least three (3) contactable references.

8.14 Bank details

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9. LIST OF SERVICES REQUIRED

Catering services

Stationery providers

Recruitment Services

Courier services

Carpet cleaners IT Suppliers (software/hardware and cabling)

Furniture Suppliers

Photography Services

Design, layout and print of promotional materials/items, brochures, pamphlets, guides and Annual Reports

Design and production of multi-media presentations

Learning Materials Developers Learning providers accredited for programmes applicable in the Insurance industry

Calligraphy and Car Rental Sub-sector subject matter experts for qualifications and unit standards design

Furniture and Equipment repairs

Marketing and Public Relations

Researchers to provide DOL compliant research type services

Florist and gift shops

RPL Assessment tool providers Accredited Providers of assessor and moderator training

Providers of CHE accredited ABET programmers

Accredited Providers of New Venture Creation Qualifications/ short courses

Secretarial services General office repairs and maintenance – plumbing, locksmiths, electricians, air cons and painters

IT Consulting Companies

Risk Management Companies

Call centre

Project Management Companies

Internal Auditing firms

Security Companies

Travel Agent Services

Industrial Relations

Interior Designers

Credit Verification Agency

Contract Managers

Legal/ Litigations firm

Finance and Accounting Firms

Insurance Companies

Logistics companies

Internet Service providers

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10. EVALUATION PROCESS 10.1 COMPLIANCE WITH MINIMUM REQUIREMENTS 10.1.1 All Applications duly lodged will be examined to determine compliance with bidding requirements and conditions. Applications with obvious deviations from the requirements/conditions will be eliminated from further adjudication. The evaluation criteria, is as follows:

CRITERIA Yes No

An original and two (2) copies of the application submitted

Supplier information typed on the company letterhead

Original tax clearance certificate submitted

Declaration of interest form signed

Declaration of past supply chain management practices form signed

Preference Points Claim Form in terms of the Preferential Procurement Regulations 2001 (Purchases) form signed

Preference Points Claim Form in terms of the Preferential Procurement Regulations 2001 (Promotion of Small Businesses) form signed

four page value/service/product offering proposition submitted

N.B Applications without one (1) of the above mentioned requirements will not be considered

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TAX CLEARANCE REQUIREMENTS IT IS A CONDITION OF BIDDING THAT 1. 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 tax obligations.

2. The attached form “Application for Tax Clearance Certificate (in respect of

Applications)”, must be completed in all respects and submitted to the Receiver of Revenue where the bidder is registered for tax purposes. The Receiver of Revenue will then furnish the bidder with a Tax Clearance Certificate that will be valid for a period of six (6) months from date of issue. This Tax Clearance Certificate must be submitted in the original together with the Applications. Failure to submit the original and valid Tax Clearance Certificate may invalidate the Applications.

3. In Applications where Consortia/Joint Ventures/Sub-Service providers are

involved, each party must submit a separate Tax Clearance Certificate. Copies of the Application for Tax Clearance Certificates are available at any Receiver’s office.

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APPLICATION FOR TAX CLEARANCE CERTIFICATE

(IN RESPECT OF APPLICATIONS)

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DECLARATION OF INTEREST

1. Any legal person, including persons employed by the principal, or persons having a kinship with persons employed by the principal, including a blood relationship, may make an offer or offers in terms of this invitation to Applications. In view of possible allegations of favouritism, should the resulting Applications, or part thereof, be awarded to persons employed by the principal, or to persons connected with or related to them, it is required that the bidder or his/her authorised representative declare his/her position in relation to the evaluating/adjudicating authority and/or take an oath declaring his/her interest, where:

the bidder is employed by the principal; and/or the bidder is a board member the legal person on whose behalf the bidding document is signed, has a

relationship with persons/a person who are/is involved in the evaluation and or adjudication of the Applications(s), or where it is known that such a relationship exists between the person or persons for or on whose behalf the declarant acts and persons who are involved with the evaluation and or adjudication of the Applications.

2. In order to give effect to the above, the following questionnaire must be completed

and submitted with the Applications. 2.1 Are you or any person connected with the bidder, employed by the

principal? YES/NO

2.1.2 If so, state particulars.

2.2 Do you, or any person connected with the bidder, have any

relationship (family, friend, other) with a person employed by the principal and who may be involved with the evaluation and or adjudication of this Applications?

YES/NO

2.2.1 If so, state particulars

2.3 Are you, or any person connected with the bidder, aware of any

relationship (family, friend, other) between the bidder and any person employed by the principal who may be involved with the evaluation and or adjudication of this Applications?

YES/NO

2.3.1 If so, state particulars

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DECLARATION

I, THE UNDERSIGNED (NAME)

CERTIFY THAT THE INFORMATION FURNISHED IN PARAGRAPH 2.1 TO 2.3.1 ABOVE IS CORRECT. I ACCEPT THAT THE PRINCIPAL MAY ACT AGAINST ME IN TERMS OF PARAGRAPH 23 OF THE GENERAL CONDITIONS OF CONTRACT SHOULD THIS DECLARATION PROVE TO BE FALSE.

Signature Date

Position Name of bidder

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DECLARATION OF BIDDER'S PAST SUPPLY CHAIN MANAGEMENT PRACTICES

1 This Standard Bidding Document must form part of all Applications invited. 2 It serves as a declaration to be used by institutions in ensuring that when goods and services are being procured, all reasonable steps are taken to combat the abuse of the supply chain management system. , 3 The bid of any bidder may be disregarded if that bidder, or any of its directors have- a. abused the institution's supply chain management system; b. committed fraud or any other improper conduct in relation to such system; or c. failed to perform on any previous contract. 4 In order to give effect to the above, the following questionnaire must be

completed and submitted with the bid.

Item Question Yes No

4.1 Is the bidder or any of its directors listed on the National Treasury's database as companies or persons prohibited from doing business with the public sector? (Companies or persons who are listed on this database were informed in writing of this restriction by the National Treasury after the audi alteram partem rule was applied).

4.1.1 If so, furnish particulars:

4.2 Is the bidder or any of its directors listed on the Register for Tender Defaulters in terms of section 29 of the Prevention and Combating of Corrupt Activities Act (No 12 of 2004)? To access this Register enter the National Treasury's website, www.treasury.gov.za. click on the icon "Register for Tender Defaulters" or submit your written request for a hard copy of the Register to facsimile number (012) 326 5445.

4.2.1 If so, furnish particulars:

4.3 Was the bidder or any of its directors convicted by a court of law (including a court outside of the Republic of South Africa) for fraud or corruption during the past five years?

4.3.1 If so, furnish particulars:

4.4 Was any contract between the bidder and any organ of state terminated during the past five years on account of failure to perform on or comply with the contract?

4.4.1 If so, furnish particulars:

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CERTIFICATION

I, THE UNDERSIGNED (FULL NAME) ………………………………………………………. CERTIFY THAT THE INFORMATION FURNISHED ON THIS DECLARATION FORM IS TRUE AND CORRECT. I ACCEPT THAT, IN ADDITION TO CANCELLATION OF A CONTRACT, ACTION MAY BE TAKEN AGAINST ME SHOULD THIS DECLARATION PROVE TO BE FALSE. ……………………………. ……...……………………… Signature Date ……………………………. ……………………………… Position Name of Bidder

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PREFERENCE POINTS CLAIM FORM IN TERMS OF THE PREFERENTIAL

PROCUREMENT REGULATIONS, 2001

PURCHASES This preference form must form part of all Applications. It contains general information and serves as a claim form for Historically Disadvantaged Individual (HDI) preference points as well as a summary for preference points claimed for attainment of other specified goals. NB: BEFORE COMPLETING THIS FORM, SUPPLIERS MUST STUDY THE

GENERAL CONDITIONS, DEFINITIONS AND DIRECTIVES APPLICATBLE IN RESPECT OF EQUITY OWNERSHIP BY HISTORICALLY DISADVANTAGED INDIVIDUALS (HDIs), AS PRESCRIBED IN THE PREFERENTIAL PROCUREMENT REGULATIONS, 2001

1. GENERAL CONDITIONS 1.1 Failure on the part of a bidder to fill in and/or sign this form may be interpreted to

mean that the preference points are not claimed. 1.2 The purchaser reserves the right to require of a bidder, either before Applications

is adjudicated or at any time subsequently, to substantiate any claim in regard to preferences, in any manner required by the purchaser.

2. GENERAL DEFINITIONS 2.1 “Acceptable Applications” means any Applications, which in all respects,

complies with the specifications and conditions of Applications as set out in the Applications document.

2.2 “Applications” means a written offer in a prescribed or stipulated form in

response to an invitation by an organ of state for the provision of goods, works or services.

2.3 “Comparative price” means the price after the factors of a non-firm price and all

unconditional discounts that can be utilised have been taken into consideration. 2.4 “Consortium or joint venture” means an association of persons for the purpose

of combining their expertise, property, capital, efforts, skills and knowledge in an activity for the execution of a contract.

2.5 “Contract” means the agreement that results from the acceptance of Applications

by an organ of state. 2.6 “Specific contract participation goals” means the goals as stipulated in the

Preferential Procurement Regulations, 2001. 2.6.1 In addition to the abovementioned goals, the Regulations [12(1)] also make

provision for organs of state to give particular consideration to procuring locally manufactured products.

2.7 “Control” means the possession and exercise of legal authority and power to

manage the assets, goodwill and daily operations of a business and the active and continuous exercise of appropriate managerial authority and power in determining the policies and directing the operations of the business.

2.8 “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

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perform an activity in the manner, or within the range, considered normal for a human being.

2.9 “Equity ownership” means the percentage ownership and control, exercised by

individuals within an enterprise. 2.10 “Historically Disadvantaged Individuals (HDI’s)” means a South African citizen

(1) Who, due to the apartheid policy that had been in place, had no franchise in national elections prior to the introduction of the Constitution of the Republic of South Africa, 1983 (Act No 110 of 1983) or the Constitution of the Republic of South Africa, 1993 (Act No 200 of 1993) (“the interim Constitution”); and or

(2) Who is a female; and/or

(3) Who has a disability

Provided that a person who obtained South African citizenship on or after the coming to effect of the Interim Constitution, is deemed not to be a HDI.

2.11 “Management” means an activity inclusive of control and performed on a daily

basis, by any person who is a principal executive officer of the Service provider, by whatever name that person may be designated, and whether or not that person is a director.

2.12 “Owned” means having all the customary elements of ownership, including the

right of decision-making and sharing all the risks and profits commensurate with the degree of ownership interests as demonstrated by an examination of the substance, rather than the form of ownership arrangements.

2.13 “Person” includes reference to a juristic person. 2.14 “Rand value” means the total estimated value of a contract in Rand denomination

that is calculated at the time of Applications invitations and includes all applicable taxes and excise duties.

2.15 “Small, Medium and Micro Enterprises (SMMEs)” bears the same meaning

assigned to this expression in the National Small Business Act, 1996 (Act No 102 of 1996).

2.16 “Subcontracting” means the primary Service provider’s assigning or leasing or

making out work to, or employing another person to support such primary Service provider in the execution or part of a project in terms of the contract.

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.

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.

3. ESTABLISHMENT OF HDI EQUITY OWNERSHIP IN AN ENTERPRISE 3.1 Equity ownership shall be equated to the percentage of an enterprise which is

owned by individual classified as HDIs, or in the case of a Service provider, the percentage shares that are owned by individual classified as HDIs, who are actively involved in the management and daily business operations of the

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enterprise and exercise control over the enterprise, commensurate with their degree of ownership.

3.2 Where individuals are not actively involved in the management and daily business

operations and do not exercise control over the enterprise commensurate with their degree of ownership, equity ownership may not be claimed.

4. POINTS AWARDED FOR HISTORICALLY DISADVANTAGED INDIVUDUALS 4.1 In terms of Regulation 13(2) preference points for HDI’s are calculated on their

percentage shareholding in a business, provided that they are actively involved in and exercise control over the enterprise. The following formula is prescribed in Regulation 13(5) (c).

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EPNOPxNEP

Where NEP = Points awarded for equity ownership by an HDI

NOP = The maximum number of points awarded for equity ownership by an HDI in

that specific category EP = The percentage of equity ownership by an HDI within the enterprise or

business, determined in accordance with the definition of HDI’s 4.2 Equity claims for a trust will only be allowed in respect of those persons who are

both trustees and beneficiaries and who are actively involved in the management of the trust.

4.3 Documentation to substantiate the validity of the credentials of the trustees

contemplated above must be submitted. 4.4 Listed companies and tertiary institutions do not qualify for HDI preference points. 4.5 A consortium or joint venture may, based on the percentage of the contract value

managed or executed by their HDI-members, be entitled to preference points in respect of an HDI.

4.6 A person awarded a contract as a result of preference for contracting with, or

providing equity ownership to an HDI, may not subcontract more than 25% of the value of the contract to a person who is not an HDI or does not qualify for the same number or more preference for equity ownership.

5. APPLICATIONS DECLARATION 5.1 Applications who claim points in respect of equity ownership must complete the

Applications Declaration at the end of this form 6. EQUITY OWNERSHIP CLAIMED IN TERMS OF PARAGRAPH 2.10 ABOVE.

POINTS TO BE CALCULATED FROM INFORMATION FURNISHED IN PARAGRAPH 7.6

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Ownership Percentage owned

6.1 Equity ownership by persons who had no franchise in the national elections

%

6.2 Equity ownership by women %

6.3 Equity ownership by disabled persons* %

*If points are claimed for disabled persons, indicate nature of impairment (see paragraph 2.8 above)

………………………………………………………………………………………………………

7. DECLARATION WITH REGARD TO EQUITY 7.1 Name of firm:

7.2 VAT registration number:

7.3 Service provider

registration number:

7.4 Type of firm

Partnership

One person business/sole trader

Close corporation

Service provider

(Pty) Limited

Tick applicable box

7.5 Total number of years the firm has been in business?

…………………………………………….

7.6 List all shareholders by Name, Position, Identity Number, Citizenship, HDI status and ownership, as relevant. Information to be used

to calculate the points claimed in paragraph 8

Name Date/Position occupied in enterprise

ID number Date RSA citizenship obtained

*HDI Status *Non-HDI status

% of business/ enterprise

owned

No franchise prior to

elections

Women Disabled

* Indicate Yes or No 7.7 Consortium/Joint Venture 7.7.1 In the event that preference points are claimed for HDI members by consortia/joint ventures, the following information must be

furnished in order to be entitled to the points claimed in respect of the consortium/joint venture member:

Name of consortium/joint venture member

Fees to be earned by each consortium/joint venture member

Disbursements allocated to each consortium/joint venture member

Total of fees and disbursements allocated to each consortium/joint venture member

Percentage (%) of the contract value managed or executed by the consortium/joint venture member

7.8 I/We, the undersigned who warrants that he/she is duly authorised to do so on behalf of the firm certify that points claimed, based on the equity ownership, indicated in paragraph 8 of the foregoing certificate, qualifies the firm for the preference(s) shown and I/we acknowledge that:

7.8.1 The information furnished is true and correct. 7.8.2 The equity ownership claimed is in accordance with the General Conditions as

indicated in paragraph 1 of this form. 7.8.3 In the event of a contract being awarded as a result of points claimed as shown in

paragraph 8, the Service provider may be required to furnish documentary proof to the satisfaction of the seller that the claims are correct.

7.8.4 If the claims are found to be incorrect, the seller may, in addition to any other

remedy it may have:

Recover costs, losses or damages it has incurred or suffered as a result of that person’s conduct.

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.

Impose a financial penalty more severe than the theoretical financial preference associated with the claim which was made in the Applications.

WITNESSES 1. ………………………………………… 2. ………………………………………… DATE: …………………………… ADDRESS : ……………………………… …………………………………………………….. ……………………………………………………..

……………………………………………………..

……………………………………. SIGNATURE(S) OF BIDDER(S)

PREFERENCE POINTS CLAIM FORM IN TERMS OF THE PREFERENTIAL PROCUREMENT REGULATIONS, 2001

PROMOTION OF SMALL BUSINESSES

NB: BEFORE COMPLETING THIS FORM, APPLICATIONS MUST STUDY THE

GENERAL CONDITIONS, DEFINITIONS AND DIRECTIONS SPECIFIED IN THE PREFERENCE POINTS CLAIM FORM (PURCHAES) IN TERMS OF THE PREFERENTIAL PROCUREMENT REGULATIONS, 2001

1. INTRODUCTION 1.1 In terms of regulation 17 of the Preferential Procurement Regulations pertaining to

the Preferential Procurement Policy Framework Act, 2000 (Act No 5 of 2000), it is the Government’s intention to promote small businesses by using the preference point system as a mechanism to award points to Applications.

2. CLAIM WITH REGARD TO BEING A SMALL BUSINESS 2.1 Applications regarding itself as a micro, very small or medium enterprise (SMME)

as defined by the National Small Business Act, 1996 (Act No 102 of 1996) as amended by the National Small Business Amendment Act, 2003 (Act 26 of 2003) may claim preference points.

2.2 Do you regard yourself as a SMME in terms of the Act?

YES / NO 2.3 Should the Applications wish to claim points for being a SMME, then the

Applications must complete the following table.

First select and tick in column (A) the relevant sector or sub-sector you are operating in. Within the chosen sector, select and tick in columns (B), (C) and (D) the relevant block indicating your organisation’s position pertaining to employees (B), turnover (C) and asset value (D).

See the example in 2.4 below:

Annex 1: Schedule National Small Business Act

Sector or sub-sector in

accordance with the Standard

Industrial Classification

A Size or class

Total full time

equivalent of paid

employees

B Total annual

turnover

C Total gross asset value

(fixed property

excluded)

D

Less than Less than

Agriculture Medium 100 R5.00 m R5.00 m

Small 50 R3.00 m R3.00 m

Very small 10 R0.50 m R0.50 m

Micro 5 R0.20 m R0.10 m

Mining and quarrying

Medium 200 R39.00 m R23.00 m

Small 50 R10.00 m R6.00 m

Very small 20 R4.00 m R2.00 m

Micro 5 R0.20 m R0.10 m

Manufacturing Medium 200 R51.00 m R19.00 m

Small 50 R13.00 m R5.00 m

Very small 20 R5.00 m R2.00 m

Micro 5 R0.20 m R0.10 m

Electricity, gas and water

Medium 200 R51.00 m R19.00 m

Small 50 R13.00 m R5.00 m

Very small 20 R5.10 m R1.90 m

Micro 5 R0.20 m R0.10 m

Construction Medium 200 R26.00 m R5.00 m

Small 50 R6.00 m R1.00 m

Very small 20 R3.00 m R0.50 m

Micro 5 R0.20 m R0.10 m

Retail and motor trade and repair service

Medium 200 R39.00 m R6.00 m

Small 50 R19.00 m R3.00 m

Very small 20 R4.00 m R0.60 m

Micro 5 R0.20 m R0.10 m

Wholesale trade, commercial agents and allied services

Medium 200 R64.00 m R10.00 m

Small 50 R32.00 m R5.00 m

Very small 20 R6.00 m R0.60 m

Micro 5 R0.20 m R0.10 m

Catering, accommodation and other trade

Medium 200 R13.00 m R3.00 m

Small 50 R6.00 m R1.00 m

Very small 20 R5.10 m R1.90 m

Micro 5 R0.2 m R0.10 m

Transport, storage and communications

Medium 200 R26.00 m R6.00 m

Small 50 R13.00 m R3.00 m

Very small 20 R3.00 m R0.60 m

Sector or sub-sector in

accordance with the Standard

Industrial Classification

A Size or class

Total full time

equivalent of paid

employees

B Total annual

turnover

C Total gross asset value

(fixed property

excluded)

D

Less than Less than

Micro 5 R0.20 m R0.10 m

Finance and business services

Medium 200 R26.00 m R5.00 m

Small 50 R13.00 m R3.00 m

Very small 20 R3.00 m R0.50 m

Micro 5 R0.20 m R0.10 m

Community, social and personal services

Medium 200 R13.00 m R6.00 m

Small 50 R6.00 m R3.00 m

Very small 20 R1.00 m R0.60 m

Micro 5 R0.20 m R0.10 m

2.4 Applications are to claim preference points based on the size or class of

enterprise indicated above:

Example

Sector or sub-sector in accordance

with the Standard Industrial

Classification

A Size or class

Total full time

equivalent of paid

employees

B Total annual

turnover

C Total gross asset value (fixed

property excluded)

D

Less than

Less than

Agriculture Medium 100 R5.00 m R5.00 m Small 50 R3.00 m R3.00 m

Very small

10 R0.50 m R0.50 m

Micro 5 R0.20 m R0.10 m

The annual turnover shall be the factor determining the ultimate classification and hence the points claimable. The Service provider in this example would be classified as a “small” enterprise because of the turnover in lieu of the fact that according to the other parameters, the Service provider could be classified as a “micro” or “very small” enterprise.

Classification Category chosen

Micro

Very Small

Small

Medium

2.5 If required, the information supplied above must be substantiated by an internal

auditor’s certificate and the relevant documentation. 3. DECLARATION 4. 4.1 I/we, the undersigned, who warrants that he/she is duly authorised to do so on

behalf of the firm declare that points claimed, based on promotion of small, medium or micro enterprises, qualifies the firm for the point(s) shown and I/we acknowledge that:

4.1.1 The information is true and correct. 4.1.2 In the event of a contract being awarded as a result of points claimed, the Service

provider may be required to furnish documentary proof of substantiating external auditor certificate that the claims are correct.

4.1.3 If the claims are found to be incorrect, TETA may, in addition to any other remedy

it may have:

Recover all costs, losses or damages it has incurred or suffered as a result of that person’s conduct.

Cancel the contract and claim any damages which it has suffered as a result

of having to make a less favourable arrangement due to such cancellation.

Impose a financial penalty more severe that the theoretical financial preference associated with the claim which was made in the Applications.

Restrict the Service provider, its shareholders and directors from obtaining

business from TETA for a period determined by TETA. WITNESSES 1. ………………………………………… 3. ………………………………………… DATE: …………………………………..

……………………………………. SIGNATURE(S) OF BIDDER(S)