REQUEST FOR BID - fasset.org.za · Web viewYou can use Word Art, or a clip art image of a sign,...

REQUEST FOR BIDPROFESSIONAL SERVICES

BID DETAILS

BID NUMBER: FAS/ZS/MCD/COMPLIANCE_WITH_CHANGES_IN_LEGIS-LATION /CON795

OPEN Date: 03 June 2016Time: 11:00

CLOSE Date: 24 June 2016Time: 11:00

DESCRIPTION: The appointment of a training provider to provide a national seminar to Fasset delegates on the topic ‘Compliance with Changes in Legislation Update’ during September 2016.

BRIEFING SES-SION:

Yes No X

See Section A, 2 on Bid Submission Conditions and Instruc-tions that the bidder needs to take note of.

DETAILS OF BIDDER

Organisation/Individual:

Please indicated whether it is the original or copy, tick the applicable block

ORIGINAL COPY NR:

Procurement process administered by Fasset

Version 15: Fasset Professional Services Bid document template 23 October 2013

Bid No: FAS/ZS/MCD/ COMPLIANCE_WITH_CHANGES_IN_LEGISLATION/CON795 Fasset Bid Document

Content Page

GLOSSARY

Award Conclusion of the procurement process and final notification to the effect to the successful bidder

B-BBEE Broad-based Black Economic Empowerment Act, 2003 (Act No. 53 of 2003) and the Codes of Good Practice issued thereunder by the Department of Trade and Industry

Bid Written offer in a prescribed or stipulated form in response to an invit-ation by Fasset for the provision of goods, works or services

Contractor Organisation with whom Fasset will conclude a contract and potential service level agreement subsequent to the final award of the contract based on this Request for Bid

Core Team The core team are those members who fill the non-administrative po-sitions against which the experience will be measured.

Dti Department of Trade and IndustryEME Exempted Micro Enterprise in terms of the Codes of Good PracticeFasset Sector Education and Training Authority (Seta) for Finance, Account-

ing, Management Consulting and other Financial ServicesGCC General Conditions of ContractIP Intellectual PropertyNIPP National Industrial Participation ProgrammeOriginal Bid Original document signed in ink, or

Copy of original document signed in ink, orSubmitted Facsimile of original document signed in ink

Originally certified To comply with the principle of originally certified, a document must be both stamped and signed in original ink by a commissioner of oaths.

SCM Supply Chain ManagementSLA Service Level Agreement


Content Page

DOCUMENTS IN THIS BID DOCUMENT PACK

Bidders are to ensure that they have received all pages (67) of this document, which con-sist of the following sections:

SECTION ANote: Documents in this section are for information to or the instruction of bidders and must not be returned with bids.

Section A 1: Background

Section A 2: Bid Submission Conditions and Instructions

Section A 3: Terms of Reference

Section A 4: Evaluation Process/Criteria

Section A Part 5: Contract Form (Rendering of Services) (Parts 1 & 2)(The pro forma contract is only included for bidders to take note of the contents of the contract that will be entered into with the successful contractor)

SECTION BNote: Documents in this section must be completed and returned or supplied with bids as prescribed.

POPI Act Consent

Section B 1: Special Conditions of Bid and Contract: Special conditions that the bidder needs to accept

Section B 2: Tax Clearance Certificate (The tax clearance certificate requirements page must not be returned with bids)

Section B 3: Declaration of Interest

Section B 4: Declaration of bidder’s past SCM practices

Section B 5: Certificate of Independent Bid Determination

Section B 6: Preference Points Claim form in terms of the Preferential Procurement Regulations 2011

Section B 7: Invitation to Bid

Section B 8: CV Template Guideline

Section B 9: Pricing Schedule (Professional Services)


SECTION A

SECTION A(This section must not be returned as part of the bid

document)


Section A 1: Background

BACKGROUND

Fasset is a statutory body established through the Skills Development Act of 1998 to en-able its stakeholders to advance the national and global position of the industry for finance, accounting, management consulting and other financial services.

The members of a Seta include employers, trade unions, professional bodies, government departments and bargaining councils, where relevant, from each industrial sector. The Seta landscape was revised to 21 Setas in April 2011.

The objectives of Fasset are:

To develop the competence of employees and potential employees:

Improving the quality of life of employees, their prospects of work and labour mobil-ity

Improving productivity in the workplace and the competitiveness of employers Promoting self-employment in situations where the sector is experiencing job

shrinkage.

To increase the levels of investment in education and training and to optimise the re-turn on this investment

To position this sector as the sector of career choice for prospective learners and entrants into the labour market

To encourage employers and employees to adopt a culture of lifelong learning through:

Using the workplace as an active learning environment Providing employees with the opportunities to acquire new skills Providing opportunities for new entrants and potential entrants into the sector la-

bour market and enhancing access to opportunities to gain work experience.

To support the objectives of the Employment Equity Act of 1998 To enhance access to learning opportunities and to facilitate the recognition of prior

learning To ensure the quality of education and training in the sector To expand the provision of education and training in this sector through sound partner-

ships with public and private sector service providers To encourage greater cooperation between the public and private sectors To co-operate with the South African Qualifications Authority and other Setas, in sup-

port of the objectives of the Act

All the bids by Fasset are intended to promote the objectives of Fasset.



BID SUBMISSION CONDITIONS AND INSTRUCTIONS

CONDITIONS AND INSTRUCTIONS THAT BIDDERS NEED TO TAKE NOTE OF

1 FRAUD AND CORRUPTION

1.1 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 ap-plicable.

2 BRIEFING SESSION

2.1 No briefing session will be held.

3 CLARIFICATIONS/ QUERIES

3.1 Telephonic requests for clarification will not be accepted. Any clarification re-quired by a bidder regarding the meaning or interpretation of the Terms of Refer-ence, or any other aspect concerning the bid, is to be requested in writing (letter, facsimile or e-mail) from [email protected] by not later than 16:00 on 17 June 2016. A reply will be forwarded within three (3) working days. All questions and answers will be published on the Fasset website and e-mailed to all prospective bidders 3 working days after 17 June 2016. The bid number should be mentioned in all correspondence. If appropriate, the clarifying information will be made available to all bidders by e-mail only.

4 SUBMITTING BIDS

4.1 One (1) original plus three (3) hard copies as well as one (1) soft copy (CD) of the bid, i.e. four documents and a CD be handed in/delivered to:

DEPOSITED IN THE BID/TENDER BOX SITUATED AT(Street address)

Fasset,Building 3Ground Floor299 Pendoring RoadBlackheathRandburg.

OR

* POSTED TO: Marketing & Communication SpecialistFassetP O Box 6801Cresta, 2118, Gauteng.

OR

mailto:[email protected]



HANDED IN AT RECEPTION SITUATED AT(Street address)

FassetBuilding 3Ground Floor299 Pendoring RoadBlackheathRandburg

Prior to the official closure time and the bidder must complete and sign the Register which is kept by the Receptionist.

No faxed or e-mailed quotations will be accepted

Respondents should ensure that quotations are delivered to Fasset before the closing date and time to the correct physical address. If the quotation

is late, it will not be accepted for consideration.* Refer to Paragraph 5 below

Quotations can be delivered and deposited into the quotation/tender box between 08:00 and 16:30, Mondays to Thursdays and 08:00 to 16:00 on Fridays, prior to the closing date, and between 08:30 and 11:00 on the closing date.

All quotations must be submitted on the official forms (not to be re-typed).

4.2 Only bids that are submitted as one (1) original and three (3) copies will be accepted as valid and responsive. The original and copies will be distributed to the tender evaluation panel, and must contain the same information and must all be nearly marked and professionally presented.

4.3 NB: Bidders must indicate on the cover of each document whether it is the original or a copy. Copies must be numbered, e.g. Copy 1. The name of the bidder must be clearly indicated on the cover of each document.

4.4 Bids should be submitted in a sealed envelope, marked with:

Bid number FAS/ZS/MCD/ COMPLIANCE_WITH_CHANGES_IN_LEGISLA-TION/CON795

Closing date and time: 24 June 2016 @ 11:00 The name and address of the bidder

4.5 Documents submitted on time by bidders shall not be returned.

5 LATE BIDS

5.1 Bids received late shall not be considered. A bid will be considered late if it ar-rived even one second after 11:00 or any time thereafter. The tender (bid) box shall be locked at exactly 11:00 and bids arriving late will not be considered under any circumstances. Bids received late shall be returned unopened to the bidder. Bidders are therefore strongly advised to ensure that bids be despatched allowing enough time for any unforeseen events that may delay the delivery of the bid.

5.2 The official Telkom time (dial 1026) will be used to verify the exact closing time.



5.3 Bids sent to the Fasset via normal post or any other mechanism shall be deemed to be received at the date and time of arrival at the Fasset premises (tender/bid box or reception). Bids received at the physical address after the closing date and time of the bid, shall therefore be deemed to be received late.

6 DIRECTIONS TO FASSET OFFICES FOR DELIVERY OF BIDS

Respondents should allow time to access the premises due to security arrange-ments that need to be observed.

6.1 Physical Address

Fasset, Building 3Ground Floor (bid box is here, inside the Fasset office)299 Pendoring RoadBlackheathJohannesburg

6.2 Directions from N1 Pretoria / Polokwane

Follow the N1 (Ben Schoeman) highway in a southerly direction towards Jo-hannesburg, past Midrand

At the Buccleuch Interchange, follow the signs toward Roodepoort / Bloem-fontein onto the N1 highway

Proceed straight on the N1 highway, past the following turnoffs: Rivonia Road, William Nicol, Malibongwe

Take the next turnoff, Beyers Naude Drive and turn left into Beyers Naude Drive

After ± 1.9kms, turn right into Pendoring Road Past McDonalds on your left. At the next traffic intersection, turn left into 299

Pendoring (± 300m from the corner).

6.3 Directions from O.R Tambo International Airport

On exiting the airport, follow the signs for Johannesburg, which will lead you onto the R24 highway

The R24 highway links up with the N12 highway just before Gillooly’s Inter-change

At Gillooly’s Interchange, follow the signs for Pretoria, onto the N3 highway Travel north on the N3 highway, past the following turnoffs, Linksfield, Mod-

derfontein, London Road and Marlboro Drive At the Buccleuch Interchange, the N3 highway will become the N1 highway.

Follow the Roodepoort / Bloemfontein signs Proceed straight on the N1 highway, past the following turnoffs: Rivonia

Road, William Nicol, Malibongwe Take the next turnoff, Beyers Naude Drive and turn left into Beyers Naude

Drive After ± 1.9kms, turn right into Pendoring Road Pass McDonalds on your left. At the next traffic intersection, turn left into 299

Pendoring (± 300m from the corner).

DIRECTIONS TO FASSET



7 PAYMENTS

7.1 Fasset will pay the Contractor the fees set out in the final contract according to the table of deliverables. No additional amounts will be payable by the Fasset to the Contractor.

7.1.1 The Contractor shall from time to time during the currency of the contract, invoice the Fasset for the services rendered.

7.1.2 The invoice must be accompanied by supporting source document(s) containing detailed information, as Fasset may reasonably require, for the purposes of estab-lishing the specific nature, extent and quality of the services which were under-taken by the Contractor.

7.1.3 No payment will be made to the Contractor unless an original tax invoice comply-ing with section 20 of the VAT Act No 89 of 1991, as amended, has been submit-ted to the Fasset.

7.1.4 Payment shall be made by bank transfer into the Contractor’s bank account nor-mally 30 days after receipt of an acceptable, original, valid tax invoice. Money will only be transferred into a South African bank account. (Banking details must be submitted as soon as the bid is awarded).

7.2 The Contractor shall be responsible for accounting to the appropriate authorities for its income tax, VAT or other moneys required to be paid in terms of the applic-able law.

8 GENERAL CONDITIONS OF CONTRACT

1. The General Conditions of Contract must be accepted. The GCC can be down-loaded from the Fasset website. Please refer to link below:http://www.fasset.org.za/Downloads/Procurement/General_Conditions_of_Con-tract_July_2010.pdf

http://www.fasset.org.za/Downloads/Procurement/General_Conditions_of_Contract_July_2010.pdf

http://www.fasset.org.za/Downloads/Procurement/General_Conditions_of_Contract_July_2010.pdf



FAS/ZS/MCD/ COMPLIANCE_WITH_CHANGES_IN_LEGISLATION/CON795

The appointment of a service provider to provide courses to Fasset delegates, ensur-ing an intermediate level understanding of the Compliance with Changes in Legisla-tion.

TERMS OF REFERENCE (TOR)

1 BACKGROUND

1.1 Fasset is a statutory body established through The Skills Development Act, 1998 (Act No 97 of 1998), as amended. The goal of the Act in respect of the Fasset Seta is ’To influence the effective operation of the labour market, through effective skills development, so as to ensure the appropriate supply of competent labour necessary to compete in the global economy‘ in the sub-sectors that fall with the industrial scope of Fasset.

2 BACKGROUND TO THE PROJECT

2.1 The Fasset (Finance, Accounting, Management Consulting and Other Financial Services) Seta identified a need to provide a half day course on the Compliance with Changes in Legislation Update 2016 to interested Fasset members.

3 OVERALL OBJECTIVE OF THE PROJECT

3.1 Fasset is seeking to appoint a suitably qualified and experienced training provider to work with Fasset to present a half day course on the Compliance with Changes in Legislation Update 2016 to an expected number of 2000 delegates, at 39 workshops39 workshops nationally over a three week period. To ensure that Fasset offers course content that is current and relevant to the sector, the prospective service provider is welcome to make its own recommendations and suggest topics relevant to the Finance, Accounting & Financial services sector. These should include but not limited to:

All issues pertinent to this area and the latest changes and developments in legislation

Protection of Personal Information Act (“POPI”) An overview of the regulatory environment Financial Reporting Standards Council Exposure Draft- proposed preface Financial Reporting Standards Council Exposure Draft – Summarised finan-

cial statements Leases Project Update – Definition of a Lease Summary of All Interpretation Notes IASB – Annual improvements to IFRSs 2014 – 2016 Cycle IFRS 16 – Leases issued IRBA – Proposed Guide – Reporting Responsibilities of the Reporting Ac-

countant Related to Property entities Guide for Registered Auditors IAASB’s Project to Revise ISA 540 SARS Court Cases National Treasury & Financial Intelligence Centre – Responses in terms of

FIC Amendment Bill B-BBEE Draft Amendment ICT Sector Codes Issued B-BBEE Draft Amendment Financial Services Sector Codes Issued



Estate Agency Affairs Board Regulations Basic Guide to Collective Agreements

3.2 The delegates are employees working for firms registered with the Fasset Seta (who are principally small, medium and micro enterprises (SMMEs) employing fin-ancial and other specialists registered with a range of professional bodies e.g. SAICA, ACCA, SAIPA and at a variety of levels e.g. junior and senior).

3.3 Given the Fasset sector profile (see above); the focus should be on aspects relev-ant to SMMEs and practitioners in the sector who require such knowledge for their own workplaces and to provide a professional service to their clients.

3.4 Respondents to the request for bid would, as an absolute minimum, be required to have extensive experience in relation to both the subject matter and the provi-sion and delivery of training to groups of delegates.

3.5 It will be required of the training provider to travel around South Africa as courses are scheduled nationally. Where there is demand from delegates, additional events may be scheduled at a time that is mutually convenient to Fasset and the training provider, however these have (as a minimum) been set out as per the schedule below.

3.6 The Training Provider should, in their project plan, address the requirements in 12.12 (Part 15: Technical Approach of the Special Conditions of Contract) and in-clude additional areas, suggest value add and include the requirements outlined in Section 5.0. The list provided is by no means comprehensive and elements of it may be changed in line with best practice in the field. On occasion tenderers omit this plan from their proposal, or do not comprehensively address the requirements of the criteria for evaluation in their proposal. This may substantially affect the scores that service providers receive in the evaluation process. A guideline for completion, which integrates all functionality evaluation criteria, has been in-cluded.

3.7 Details of the required deliverables are as follows:


Section A Part 4: Terms of Reference

1. Planning

The submission of a final comprehensive overall training outline and programme. Detailed outcomes and service levels required:

No. Outcome Training Provider Responsibility Fasset Responsibility

1.1 1. Submit a comprehensive training programme (plan) for the provision of a half day workshop on Compliance with Changes in Legislation for firms registered with Fasset of which 97% are SMMEs

i. Compile and submit a draft and then final plan and forward to Fasset for approval including as a min-imum:

ii. Breakdown of time allocated to each sub-topiciii. Outline of the:

Invitation (draft) Handbook (draft and final) Slide presentation (draft and final) Tools and templates (draft and final) Self-assessment questions and answers (draft

and final) One-page article on the course (draft and final)

iv. Methodology of planning, implementing and reporting for this event

v. The outline of the topics (over and above the ones suggested in Section 3.1 above) to be covered in the course must be specified in the proposal response.

vi. Submit a minimum number of four CVs of the trainers who will be presenting the course (three main speak-ers are intended to facilitate the presentations, and a fourth speaker is to act as backup in the event that the main speaker is ill or for other reasons of force ma-jeur), including relevant qualifications, experience and language competencies.

vii. Ensure that ‘new’ and ‘fresh’ quality speaker CVs are

a. Approve and sign-off the invitation, hand-book, slide presentation, self-assessment questions and answers and a one-page article on the course.

b. The Compliance in Changes in Legisla-tions 2016 Update content is available on the Fasset website. This content will need to be updated in line with new trends and new content areas required in the scope above. Use the links to articles below as guidance.

Article (MS Word: 47 Kb) Speaker Presentation (Microsoft Power-

Point: 678 Kb) Workbook (MS Word: 975 Kb) Invitation - Inside (Adobe PDF: 1.5 Mb) Fasset Presentation (Microsoft Power-

Point: 204 Kbc. Vet and approve the CVs of the speaker/

trainers who will be presenting the course




submitted to the Seta for perusal, as far as possible. Delegates who are exposed to the same speaker reg-ularly (i.e. more than three times in succession for a specific type of event) may benefit from a fresh ap-proach and presentation style.

viii. Fasset’s official language is English, however a speaker with the ability to speak Afrikaans and at least one other official language would facilitate com-munication, especially where delegates may prefer to ask questions in their language e.g. Afrikaans.

1.2 1. Given the Fasset sector pro-file (see above); the focus is to be on aspects relevant to SMMEs and to practitioners in the sector who require such knowledge for their own work-places and to provide a ser-vice to their clients.

i. Include / address this focus in the plan and training. a. Approve and sign off as part of the plan content.

b. Delegates attending the course are likely to be tax practitioners and advisors, litiga-tion attorneys, practise managers, ac-countants, bookkeepers, auditors, busi-ness owners, CFO's, tax executives/man-agers, tax consultants, tax advisers and tax specialists.

1.3 1. Allocate four speakers who are experts in the topic. Three trainers are required for the presentation and one replace-ment trainer is required as a backup or where an additional training event must be sched-uled.

2. The minimum number of four CVs must be submitted in the proposal phase to enable the Seta to approve who they

i. Where speaker quality is unknown to Fasset, Fasset must be able to ensure that the quality of the speak-ers proposed is adequate by assessing this prior to the start of the event. The training provider must allow for the proposed speakers (selected speakers and backup speaker) to be made available for a ‘dry run’ presentation in Gauteng to be facilitated by Fasset at Fasset’s discretion, at a specific venue and date to be confirmed, for review (prior to confirmation of their suitability for participation).

ii. This ‘dry run’ course is required for proposed trainers to access their suitability for the programme (at the

a. Inform the recommended service provider of the final date, time and venue for the ‘dry-run’, if applicable.

b. Review and approve each speaker at the ‘dry-run’ presentation at the sole discre-tion of Fasset, which approval shall not be withheld unreasonably.

c. Allocate speakers to a proposed training schedule (venues and dates scheduled).

d. Attend the full-scale ‘dress rehearsal’ to be conducted by the approved speaker.




wish to view at the presenta-tion ‘dry run’ (which will be scheduled at the Seta’s dis-cretion).

Seta’s discretion, if the speaker quality is known to the Seta, a ‘dry run’ may not be required). The dry-run is intended to test the speaker quality and at most 30 minutes per speaker is usually allocated.

iii. Ensure that proposed speakers are available for the ‘dry-run’ which will be scheduled to take place in the month of July 2016.

iv. This is to be done prior to the contract being signed.v. Reject trainers who are not approved by Fasset in the

‘dry run’. This process shall be repeated until Fasset is satisfied with all the proposed trainers.

vi. The cost of the first ‘dry run’ is to be included in the costing / quote however further ‘dry runs’, should the speaker be deemed unsuccessful, must be borne by the proposer. This is to avoid last-minute changes to the schedule should the speaker be rated unsuitable by delegates.

vii. Should the demand for the course exceed the de-mand expected, and the trainers are able to service the need by providing additional suitable trainers, these trainers must also undergo a dry-run.

viii. A compulsory full-scale ‘dress rehearsal’ of a com-plete course to be conducted prior to the public courses commencing. This is to ensure that all ‘grem-lins’ are identified, and that the level and content of the course is acceptable.

ix. Ensure that approved speakers are available for the full-scale ‘dress rehearsal’ which will be scheduled to take place in the month of July 2016. Subsequent to this ‘dress rehearsal’ changes to the material, content, level and timing of the course may be required.



2. Course Development

The development of a suitable and appropriate training programme, delegate handbook, slide presentation, delegate self-assessment questions and answers, draft invitation content and a one-page summary article. Detailed outcomes and service levels required:


2.1 1. A course to a standard suitable to Fasset members. Refer to the Fasset website for full information on the Fasset sector membership.

2. The course material and one full-days course (see draft agenda be-low) must train Fasset stakehold-ers to ensure (but not limited to) an intermediate understanding of the subject matter.

i. The course material and one half-day’s course (see draft agenda below) must train Fasset stakeholders to ensure (but not limited to) a thorough understanding of the topic ‘Compli-ance with Changes in Legislation’ as it is applic-able to professionals in the Fasset sector.

ii. The service provider will not need to provide Fasset with an entirely new presentation. This content will need to be updated in line with new trends and any new content areas required in the scope above.

iii. The course should cover all issues pertinent to this area and the latest changes and develop-ments in the area.

a. Approve and sign-off the invitation, hand-book, slide presentation, tools and tem-plates, self-assessment questions and an-swers and a one-page article on the course.

b. The Compliance in Changes in Legislations 2016 Update content is available on the Fasset website. This content will need to be updated in line with new trends and new content areas required in the scope above. Use the links to articles below as guidance.

Article (MS Word: 47 Kb) Speaker Presentation (Microsoft Power-

Point: 678 Kb) Workbook (MS Word: 975 Kb) Invitation - Inside (Adobe PDF: 1.5 Mb) Fasset Presentation (Microsoft PowerPoint:

204 Kbc. Vet and approve methodology and project

pland. Vet and approve the CVs of the speaker/

trainers who will be presenting the course

2.2 1. Updated course material (invitation to the event, slide presentation, tools and templates, handbook,

i. Develop and submit a delegate handbook, slide presentation and assessment questions and an-swers that will be used as supporting docu-

a. Inform the service provider about any addi-tional Fasset standards for the delegate’s handbook, slide presentation and assess-




one-page article) to support the topic.

2. The training event should address, but not be limited to, the topics lis-ted above.

mentation for the course. This comprehensive handbook must include examples, working problems, etc. Amend the handbook as appro-priate in accordance with any changes or up-dates, as required. The Fasset standard for del-egate’s handbook, slide presentation and as-sessment questions and answers is included in the latest material on the website, as well as in line with the slide presentation standards re-ferred to elsewhere in this tender document.

ii. A hard copy of the slide presentation must be included in the delegate hand-out, and must flow in line with the hand-out to ensure that del-egates do not lose their place and are unable to get all of the relevant information.

iii. Self-assessment questions and answers to al-low delegates to test their knowledge and for the Seta to determine the impact of the training.

iv. Submit the documents in line with Fasset’s standards regarding layout, grammar, lan-guage, etc. This must be confirmed prior to the commencement of the event. Service providers often use their own, or modify the format of the Fasset presentation. This is not allowed. The Fasset presentation must be used as is, with detailed regard for formatting and presentation of the slide presentation.

v. Make changes to the course material as re-quired by Fasset.

vi. Fasset reserves the right to reject material which is below an acceptable standard.

vii. In the event of a rejection, the service provider

ment questions and answers prior to the fi-nalisation of the course material.

b. Review and vet the first draft of the hand-book and supply comments.

c. Vet and approve the final handbook and all related course material.

d. A panel of experts shall benchmark the quality and level of the course prepared, if required.

e. Fasset shall be responsible for the duplica-tion of all handbooks and/or training material and the distribution to the respective ven-ues.




will be required to utilise the services of a pro-fessional language editor.

viii.A request for external language editing is at the Seta’s discretion but is included as a pricing element. Fasset will pay for the services of a language editor only if the service is deemed necessary. All outsourced editing, prior to a re-quest from Fasset, is for the service provider’s cost.

2.3 1. One page article (single paragraph spacing, Arial 11 point font) on the course subject matter for publica-tion in the Fasset newsletter and on the Fasset website (this is in-tended to provide information to Fasset members who were unable to attend the training and to outline the frequently asked questions that emerged over the course).

i. Develop and submit to Fasset a one page art-icle on the course subject matter.

ii. Amend the article as per feedback received from Fasset.

a. Vet and approve the article and the amended article (if applicable).

2.4 1. Invitation to the event which in-cludes a short description on the service provider and short CV of the speakers, and a course outline and the course content.

iii. Develop and amend the invitation as per feed-back received from Fasset.

iv. Submit the invitation in line with Fasset require-ments.

a. Vet and approve invite and the amended in-vite (if applicable).



3. Course Deliverables

The presentation of the course to Fasset members. Detailed outcomes and service levels required:


3.1 1. Course to the Fasset mem-bers

i. Present the course according to the approved venue and training schedule to Fasset members who are attending (group size may vary, but ap-proximately 2000 delegates, in total across dif-ferent venues, are to be trained in class sizes of between 20 and 500, depending on demand). As class size may vary, trainers must be familiar with techniques for small and large class man-agement.

ii. Present the course using the latest acceptable technology e.g. PowerPoint Presentation via Notebook/Computer (with DVD and sound cap-ability to be provided by speaker) and using a data projector (to be provided by Fasset).

iii. The trainers are expected to uphold the following criteria at the different courses and venues: Presentability Language Proficiency Punctuality Professionalism

iv. Under no circumstances may the speaker share service level aspects of this contract with deleg-ates. For example, drawing attention of deleg-ates to Fasset minimum standards for speaker quality, and the impact this may have on Fasset continuing to use a specific speaker, is prohib-

a. Advertising and invitation costs.b. Registration of delegates at the event.c. Registration of delegates for the event via the

Fasset online system.d. Reproduction and provision of training material

in the form of a delegate guide to all delegates.e. Reproduction of the agenda, course evaluation

etc.f. Provision of Fasset marketing material to deleg-

ates at the event.g. Courier of documents and course packs to the

venue.h. Securing and paying for the venue and catering.i. Providing a flipchart and flipchart markers (or

other required equipment).j. Accommodation outside of the province in which

the training provider resides.k. Booking of travel (including flights and car hire)

and accommodation outside of the province in which the training provider resides in to be made by Fasset and paid for by Fasset.

l. Fasset expects the service provider to attend to hosting and registration requirements for the smaller venues (i.e. between 20 and 120) deleg-




ited.v. Fasset shall not pay for any speaker fees related

to any cancelled sessions.vi. Fasset is not responsible for speaker costs relat-

ing to cancelled venues.vii. Incidental costs incurred by the training provider

such as telephone costs, laundry etc, are for the account of the training provider.

viii. The training provider will be required to share driving with the Fasset host where applicable (i.e. over 300km from any venue). Fasset hires Category B (usually manual) vehicles.

ix. Where no Fasset host attends and hosts the event, the speaker is expected to transport themselves to the venue. Where the venue is in province in which the training provider resides, Fasset will not reimburse/pay for travel.

x. All travel will be arranged by Fasset and the speakers are expected to travel with the Fasset hosts (where present) to allow for cost-effective travelling.

xi. The trainers may, for smaller training sessions where no Fasset host is present, be required to assist Fasset in terms of the registration and hosting requirements to be laid out in the Fasset memorandum to be issued to all parties to this training event. These include, but are not limited to: Playing the Fasset DVD if applicable and re-

ferring delegates to Fasset marketing mater-ial.

ates).m. Assign a Fasset representative (or marketing

material that may include a DVD) to officially open and close courses where applicable.

n. Provide the training provider with a DVD or a Fasset presentation for the opening of sessions of smaller venues where a Fasset representative will not be present (to be decided after consider-ation of final registration figures).

o. Approve any changes to the appointment of trainers to specific venues.

p. Cancel any session/s where there are less than 20 registered attendees and advise (where pos-sible) the training provider seven calendar days in advance.

q. Provide the training provider with a host memor-andum detailing the logistics for the event and the instructions for the hosting of smaller venues e.g. the procedure of registration of delegates, playing of DVD, etc.

r. It is the responsibility of the speaker to familiar-ise themselves with the memorandum and Fas-set expectation before training commences.

s. Implement the Fasset policy with regard to meals i.e. Lunch is normally served on the airplane/

venue so no expenses should be incurred here

Breakfast may be ordered from the hotel menu/buffet

Dinner and 2 beverages may be ordered from



No. Outcome Training Provider Responsibility Fasset Responsibility Ensuring registers are completed by deleg-

ates on their arrival. Ensuring that late delegates sign the register. Ensuring the access to the venue is con-

trolled and registered delegates are provided access, and the numbers of non-registered delegates are controlled.

Ensuring that name labels are distributed. Ensuring that unregistered delegates com-

plete a delegate registration form to enable Fasset to verify numbers and later report against delegate numbers.

Ensuring the venue is set up properly and that the meal breaks, food and beverages ordered through the venue (including special meals) are provided to quality and on time.

Collecting completed evaluation forms from delegates.

Fax completed registers and registration forms for unregistered delegates through to a designated fax number if requested by Fas-set.

To calculate from the evaluation forms and sms to a specific cell-phone number delegate feedback on the following two items to be in-cluded in the evaluation forms: 1) speaker quality 2) overall event

Ensure that a host evaluation form is com-pleted and returned to Fasset with the evalu-ation forms (or via email). This must be re-turned where there is no Fasset host present or the Fasset event manager.

Ensuring material is returned to Fasset and pay for incidentals e.g. emergency photocop-ies, fax costs etc on behalf of Fasset and sub-

the hotel menu/buffet.t. Implement the Fasset policy with regard to:

Hotel transfers and airport shuttles ex-the province where the speaker resides

Car rental to and from the hotel/venue ex-the province where the speaker resides

Excluding parking fees at the airport in the province in which the training provider resides

u. Implement the Fasset policy with regard to ac-commodation: This will include the following: Hotel/BB accommodation (normally in hotel

such as Holiday Inn, City Lodge) This excludes costs incurred whilst staying at

the accommodation e.g. Internet, telephone cost, laundry.

Where the travel radius for speakers amounts to a lesser amount than accommodation and meals, Fasset will reimburse the speaker for travel at the delegate travel reimbursement rate which changes from time-to-time (and is currently set at R3.28/km). This must be pre-arranged with Fasset, and is at the Seta’s dis-cretion.

Airport parking and transfer costs for speak-ers to the airport from the province / city of residence is not reimbursable cost and must be included in the costing from the service provider.

v. Fasset is required to adopt cost-saving meas-ures in line with National Treasury Instruction 01 of 2013/2014 Cost Containment measures.



No. Outcome Training Provider Responsibility Fasset Responsibilitymit invoices/receipts to Fasset for payment.

Attending to all aspects of the Fasset memor-andum to be distributed to all parties to the event.

Report any conflicts at the event to the Seta immediately (in the case of e.g. undelivered boxes) or when practicable (e.g. in the case of a conflict with a delegate).

w. Review speaker feedback from the evaluation to be received daily from the delegates, and provide feedback to the speakers generally via the project manager of the appointed training company.

x. Provide formal feedback to the training provider and request the replacement of speakers not achieving 90% minimum good-excellent speaker rating on evaluation forms. (Should speakers score between 80% to 89% good to excellent ratings (below the acceptable level), the Seta may (at their discretion), move the under-per-forming speaker to smaller venues in the short-term, but choose to remove the speaker at soon as is practical.)

y. Fasset has a 5 point rating scale with the ratings: Excellent, Good, Average. Fair and Poor.

z. Develop evaluation form, agenda, registers, in-vitation, host evaluation form, memorandum etc.

aa. Analyse the data gathered on evaluation forms.



4. General

The feedback sessions covering the programme progress reporting, course evaluations, meetings, branding and copyright. Detailed outcomes and service levels required:


4.1 1. Compliance, adherence and attendance at meetings.

i. Attend all meetings as reasonably scheduled by Fasset. Meetings will generally not exceed a ‘kick off’ meeting of between 1 and 2 hours and a possible close-out meeting of 1 to 2 hours. Communic-ation throughout the project will occur via email, telephone and fax.

ii. A closure meeting, at the end of the event, may be requested by the Seta.

a. Schedule meetings and advise the training provider within a reasonable timeframe.

b. Record minutes of the meetings and dis-tribute to all relevant parties.

c. Communication throughout the project will occur via email, telephone and fax.

4.2 1. Use of branding during the courses and on supporting course material.

i. Ensure that no training provider branding is visible on the course material or at the venues unless permission has been granted by the Seta.

ii. The Fasset template, or a non-specific, MS PowerPoint template is to be used.

iii. Ensure that no promotion of the training provider is undertaken dur-ing the courses except during the introduction by Fasset where the CV of the speaker will be read by the Fasset host or may be read by the training provider where no Fasset host is present. (A brief out-line of the training company and the proposed speakers will be in-cluded in the Fasset invitation to this event) unless permission has been granted from the Seta.

a. Monitor usage of branding during the course and on the course material.

b. Ensure branding of courses and training material represents Fasset only unless otherwise agreed.

c. Provide training provider with Fasset tem-plates.

4.3 1. Ownership and copyright for all materials pro-duced for the course.

i. Develop training materials with full understanding that these will be made available in the public domain given that Fasset is a public en-tity.

a. To post the material in the public domain and to present the material to the sector with the Fasset logo and a disclaimer con-cerning the views of the speaker and the content of the material.


SECTION A Part 4: Terms of Reference

5. Proposal Requirements

The Training Provider should, in their project plan, address the requirements in 15.11 (Part 9: Technical Approach, of the Special Conditions of Contract) and include additional areas and sug-gest value add.

It is recommended that the following format to address the functionality criteria is to be used, in the following order. This allows the bid committee evaluating the tenders to easily find information re-lating to the criteria which they are assessing the bid on.

Bidders often neglect to link their tender response with the criteria for evaluation listed in the docu-ment, and do not provide all information and evidence required. Where information is not logically or systematically presented, tenders become difficult to read and unprofessional in layout.

The use of organising aids such as file divider and section breaks will assist the evaluator.

Detail concerning the evaluation criteria is provided hereunder.

5.1 Experience in arranging courses, course developers and speakers

Ensure that an explanation and evidence is included to show the contractors (or their staff) have experience in training, and expertise to offer the technical content of the course being tendered for.

5.2 Ability to deliver training nationally in approximately 39 workshops over a period of 3 weeks

Ability to deliver training nationally a minimum of 39 workshops over a period of 3 weeks. Ensure that explanation and evidence is included to show that the contractor can meet this

criteria. For example, for larger events with a number of events running concurrently, the service provider may have numerous speakers located nationally. A range of speakers will also show national reach. Full-time trainers, or a network of consultants, will provide the company with a greater ability to address this criterion. For smaller events consisting of runs of less than ten events, the capacity of the speaker to work for a stretch of time, inde-pendently and away from the office is important.

5.3 Proposed project plan and approach to project management

In addition to providing details of the estimated number of work days for each activity, re-spondents are to supply a detailed timetable that identifies when certain activities will be un-dertaken and over what period they will be spread. The timing of activities, the time needed to complete them, and the order in which they will be undertaken must be explained and justified.’

The work plan could for example cover the following:Out-

come/ outputs

and activities

MONTHS Person days al-located1 2 3 4 5 6 7 8 9 10 11 12

Describe, in detail, exactly how you propose to carry out the activities to achieve the out-comes identified in the terms of reference.

Describe how the work will be managed. Provide an organisation chart clearly indicating:- The lines of reporting and supervision within the respondent’s team.



- The lines of reporting between the respondent and the Fasset Seta and other stake-holders, if applicable.

- Identify the position(s) involved in the direct delivery of the service to be provided and in the overall management of the work and name the people who will fill these positions.

- Describe the tasks, duties or functions to be performed by staff in these positions.- Indicate the number of hours required to complete each task and the number of hours

to be provided by each team member.

5.4 Proposed course outline

In order to indicate to the Seta that the service provider understands the requirements of the tender, a course outline must be included. Taking the Fasset agenda proposed into consideration see Section 1: Terms of Reference (6. Proposed Agenda) the areas to be covered and the timing of each section must be detailed.

A draft invitation should be included to indicate to the Seta how the service provider has conceptualised the course. An example of this invitation is included in Section 1: Terms of Reference (10. Draft copy of Invitation) and is available on Fasset’s website under “Previ-ous Events”. Please include a précis of the company profile and the speaker CVs.

It is helpful to include the suggested timing of each topic.

5.5 Demonstrated capacity/ability to manage a project of this size

Demonstrated capacity/ability to manage a project of this size In this section the service provider should outline their organisation structure, how the pro-

ject team is conceptualised, and provide evidence to the Seta how the requirements of this tender will be addressed in terms of the ability and the availability of the proposed team.

As per the above section, provide an organisation chart clearly indicating:- The lines of reporting and supervision within the respondent’s team.- The lines of reporting between the respondent and the Fasset Seta and other stake-

holders, if applicable.- Identify the position(s) involved in the direct delivery of the service to be provided and in

the overall management of the work and name the people who will fill these positions.- Describe the tasks, duties or functions to be performed by staff in these positions.- Indicate the number of hours required to complete each task and the number of hours

to be provided by each team member.- Respondents may present such information in a matrix. The following is provided

merely as guidance. Respondents are free to elaborate as they see fit.Outcome/output Activity Team member(s) in-

volved (name and posi-tion)

Person days for each team member

Total person days

5.6 Contingency planning

Describe, in detail, exactly how they propose to carry out the activities to achieve the out-comes identified in the terms of reference. They should identify any possible problems that might hinder delivery and indicate how they will avoid, or overcome problems such as:- Presenter/s unable to present on designated day.- Course material not provided by the deadline date.- Presenters/CVs not approved by Fasset at dry run.- Courses cancelled by Fasset- Additional courses scheduled by Fasset in unscheduled venues.



- Speaker scores for approved speakers are below the 90% standard as per the evalu-ation form.

5.7 Expertise in the content of the subject

For each team member there must be a complete curriculum vitae confirming suitability for the position and content of the subject for speakers. A format is provided as a guideline only for the compilation of the CVs.

Use the CV guideline template and ensure that the role the person is meant to fill in this project is completed.

Please highlight the courses presented by the speaker which are specifically relevant to the topic being tendered for.

5.8 Expertise in facilitation/training

For each team member there must be a complete curriculum vitae confirming suitability for the position. A format is provided as a guideline only for the compilation of the CVs.


5.9 CVs of speakers (incl. backup speakers)

For each team member there must be a complete curriculum vitae confirming suitability for the position. A format is provided as a guideline only for the compilation of the CVs.


Include photographs of the speakers if available. Provide three contactable references for similar work undertaken in this area in the past 24

months for both the company and the proposed speakers. The speaker CV includes space for reference information to be included however this can be presented separately in two sections for the company and for speaker.

5.10 Appropriateness of speakers (incl. backup speakers) to the Fasset sector

‘New’ and ‘fresh’ quality speaker CVs submitted to the Seta for perusal will be favourably rated.

Delegates who are exposed to the same speaker regularly (i.e. more than 3 times in suc-cession for a specific type of event such as the SDF event) will benefit from a fresh ap-proach and presentation style and new speaker CVs will be well-rated.

Speaker CVs must, importantly, show expertise in the content of the subject. CVs from specialist speakers will be well-rated. Speakers who have trained in firms aligned to the financial services sector will be well-

rated. Although Fasset operates as a public entity, the delegates attending this training course will be working for private sector organisations and would benefit from speakers who are familiar with this environment.

5.11 Detail of assignment, referral letters and contact information from 3 clients for the speakers proposed

We need to determine the applicability of the bidder to the TOR. Detail of past assignments, referral letter from clients or employers (on letterheads or on

emails) and contact information from 3 clients for the speakers will be beneficial for this sec-tion. Please indicate if the speaker and company are the same.



Three contactable references for similar work undertaken in this area in the past 24 months for the speaker proposed could be included.

5.12 Detail of assignment, reference letters and contact information from 3 clients for the company proposing

We need to determine the applicability of the bidder to the TOR. Detail of past assignments, referral letter from clients or employers (on letterheads or on

emails) and contact information from 3 clients for the company proposing will be beneficial for this section.

Three contactable references for similar work undertaken in this area in the past 24 months for the company could be included. The speaker CV includes space for reference informa-tion to be included.

Detail of assignment, referral letter and contact information from 3 clients for the company proposing could be included.

Such information could include a company profile, a list of engagements. However sufficient detail must be included – not just a list of clients.

Please include relevant information only. Tender submissions often include large qualitative of company promotional material, much of which is not relevant, or brief.

5.13 Pricing Schedule

The pricing schedule must be submitted electronically as per the MS Excel spreadsheet in the tender pack. This allows the Seta to confirm the accuracy of addition.

Potential service providers are encouraged to submit the most competitive pricing. The win-ning price for all Fasset tenders awarded are advertised in the tender section of the Fasset website. Potential providers are strongly recommended to review this section in order to in-form the pricing they choose to submit.

Should service providers progress to the second phase of tender evaluation i.e. if they achieve the minimum level for functionality described elsewhere in this document, the most competitively priced provider will then score the highest marks and will be recommended for contracting.

6. Guideline criteria for PowerPoint presentations

6.1 Presentation Design

Let the picture or graphics tell the story - minimize the use of text. Don’t overload your slides with too much text or data. FOCUS. In general, using a few powerful slides is the aim unless presentation is intended

to impart knowledge. Type key words in the PowerPoint Notes area listing what to say when displaying the slide.

The notes are printable. Number your slides and give them a title. Prepare an Agenda or Table of Contents slide. You can reuse the same slide at the end of

the presentation by changing the title to Summary. Use the Fasset template which will include the Fasset logo slide for your presentation. You can add a graphic to every slide using the slide master feature or by adding them to

the footer. Do not interfere with the integrity of the Fasset logo. Proofread everything, including visuals and numbers. Keep “like” topics together. Strive for similar line lengths for text.



Don’t copy & paste slides from different sources as this does not translate well from one slide presentation to another.

6.2 Printed format of slides

Number your slides and give them a title. Ensure the slides print well in grey scale. Ensure that the text is not so small. The audience must be able to read the slides printed 3

to a page hand-out with a notes section to the right.

6.3 Font size

A font size of 28 to 34 with a bold font is recommended for subtitles. The title default size is 44. Use the Fasset corporate font and colour as per the Fasset Corporate Identity manual.

The fonts used in the presentation should be large enough to be seen from the audience, and a minimum font size of 32 is usually recommended. Dark text on a light background is typically the easiest for audience members to read.

Font size must be large enough to be easily read. Size 28 to 34 with a bold font is recom-mended.

It is distracting if you use too wide a variety of fonts. Pick an easy-to-read font face. Carefully select font sizes for headers and text. Select sans-serif fonts such as Arial or Helvetica. Avoid serif fonts such as Times New Ro-

man or Palatino as they are sometimes more difficult to read. Use no font size smaller than 24 point. Clearly label each screen. Use a larger font (35-45 points) or different color for the title. Use a single sans-serif font for most of the presentation. Use different colors, sizes and

styles (bold, underline) for impact. Avoid italicized fonts as they are difficult to read quickly. No more than 6-8 words per line For bullet points, use the 6 x 6 Rule. One thought per line with no more than 6 words per

line and no more than 6 lines per slide Use dark text on light background or light text on dark background. However, dark back-

grounds sometimes make it difficult for some people to read the text. Do not use all caps except for titles. To test the font, stand back six feet from the monitor and see if you can read the slide. Overuse of text is a common mistake. Too much text makes the slide unreadable. You may just as well show a blank slide. Stick

to a few key words. If your audience is reading the slides they are not paying attention to you. If possible, make

your point with graphics instead of text. You can use Word Art, or a clip art image of a sign, to convey text in a more interesting

way.

6.4 Visuals

Use clear, simple visuals. Don’t confuse the audience. Use contrast: light on dark or dark on light. In order for the audience to discern the text contained on the slide, be sure to contrast the

colours used in the presentation. That way, the text will be easy to distinguish from the background. Avoid using colours that blend into the background or that are difficult to see, such as yellow.

Graphics should make a key concept clearer.



Place your graphics in a similar location within each screen. To temporarily clear the screen press W or B during the presentation. Press any key to re-

sume the presentation.

6.5 Graphs

Graphical Presentations should be graphical in nature. Use charts and graphs to illustrate concepts and ideas, and to show data results. Graphs are far more powerful for illustrating trends or surprising results than mere words can be.

Overuse of text is a common mistake. Too much text makes the slide unreadable. You may just as well show a blank slide. Stick

to a few key words. If your audience is reading the slides they are not paying attention to you. If possible, make

your point with graphics instead of text. You can use Word Art, or a clip art image of a sign, to convey text in a more interesting

way.

6.6 Bullets

In the presentation, use bullet points as talking points. Resist the temptation to fill the PowerPoint slides with excessive text.

It is often more effective to have bulleted points appear one at a time so the audience listens to the presenter rather than reading the screen.

6.7 Numbers

Numbers are usually confusing to the audience. Use as few as possible and allow extra time for the audience to do the math.

Numbers should never be ultra-precise: - “Anticipated Revenues of $660,101.83” looks silly. Are your numbers that accurate?

Just say $660 thousand. - “The Break Even Point is 1048.17 units. Are you selling fractions of a unit? - Don’t show pennies. Cost per unit is about the only time you would need to show pen-

nies. If you have more than 12-15 numbers on a slide, that’s probably too many. Using only one number per sentence helps the audience absorb the data.

6.8 Statistics

Use the same scale for numbers on a slide. Don’t compare thousands to millions. When using sales data, stick to a single market in the presentation. Worldwide sales, do-

mestic sales, industry sales, company sales, divisional sales, or sales to a specific market segment are all different scales. They should not be mixed.

Cite your source on the same slide as the statistic, using a smaller size font.

6.9 Charts

Charts need to be clearly labelled. You can make more interesting charts by adding ele-ments from the drawing toolbar.

Numbers in tables are both hard to see and to understand. There is usually a better way to present your numerical data than with columns and rows of numbers. Get creative!

PowerPoint deletes portions of charts and worksheets that are imported from Excel, keep-ing only the leftmost 5.5 inches. Plan ahead.



6.10 Backgrounds

Backgrounds should never distract from the presentation. Using the default white background is hard on the viewer’s eyes. You can easily add a

design style or a colour to the background. Backgrounds that are light coloured with dark text, or vice versa, look good. A dark back-

ground with white font reduces glare. Colours appear lighter when projected. Pale colours often appear as white. Consistent backgrounds add to a professional appearance. For a long presentation, you may want to change background designs when shifting to a

new topic.

6.11 Consistency

Each slide in a presentation should have a consistent look and feel. Use the same fonts, colours, and backgrounds throughout the presentation. The continuity of the presentation will give it a professional appearance.

Place your graphics in a similar location within each screen. Consistently use the same font face and sizes on all slides. Match colours. You may use your company logo, highlight headers, create a special frame for figures/im-

ages or the whole slide but don’t overload your slides with these elements. Ensure that the header boxes, margins, text boxes, tables etc … are consistently placed in

the same place. If you flip from one slide to another and the position of the headers, mar-gins, text boxes and tables change position, this is distracting to the audience.

6.12 Excitement

Slides for business presentations should not be dull! You don’t want to distract the audi-ence.

Sounds and transition effects can be annoying. Use sparingly. Animation effects can be interesting when used in moderation.

- Too much animation is distracting. - Consider using animated clip art - Consider using custom animation

Presentation software can now do all sorts of fancy and creative scene transitions. But in business-related situations, most presenters will want their audience to focus on the content of the presentation, rather than on fancy graphic transitions. In order to keep the focus where it should be, minimize the use of transitions and animations within the presentation.

You can insert video and audio clips into PowerPoint. You can also insert hyperlinks.

6.13 Graphics and Design

Keep the background consistent and subtle. Use only enough text when using charts or graphs to explain clearly label the graphic. Keep the design clean and uncluttered. Leave empty space around the text and graphics Use quality clipart and use it sparingly. The graphic should relate to and enhance the topic

of the slide. Try to use the same style graphics throughout the presentation (e.g. cartoon, photographs) Limit the number of graphics on each slide. Check all graphics on a projection screen before the actual presentation.



Avoid flashy graphics and noisy animation effects unless they relate directly to the slide. Limit the number of transitions used. It is often better to use only one so the audience

knows what to expect.

6.14 Spelling and grammar

Check the spelling and grammar. Ensure there are no double spaces. Ensure that header box text is not in upper case. Proof-read everything, including visuals and numbers.

7. Proposed Agenda

The Course is scheduled to run for half day from 08h00 until 13h00. The draft agenda is as follows (this agenda is subject to change):

Time Period Description08h00 – 08h30 Registration and Tea08h30 – 10h00 Speaker10h00 – 10h10 Comfort Break10h10 – 11h15 Speaker Continued11h15 – 11h45 Tea Break11h45 – 12h55 Speaker Continued12h55 – 13h00 Closure

Material must fill the full-time allocation with relevant and appropriately paced material, and ending the event significantly early will be unacceptable and disappointing for delegates.

8. Draft Training Schedule

The training provider must agree to make speakers available on specific days following the last scheduled event. This has been introduced to allow the Seta to easily schedule additional events without have to wait for the training company to allocate a speaker.

The service provider must ensure that half of the day is kept open in the event of out-of-town trips and travel in the afternoons / evenings.

The draft training schedule is included below. Please indicate which speakers are allocated to which cities / towns and who the backup speaker will be in the event of a required speaker replace-ment.

Expected delegate attendance figures have been included in parentheses. The company propos-ing should generally allocate their strongest speakers to the largest groups, taking into considera-tion travel routings and expenses to be incurred when speakers travel out of their hometowns.

This draft training schedule is subject to change.



Date Day Province City|/Town Session 1Speaker

Session 1Backup Province City|/Town Session 2

SpeakerSession 2Backup Province City|/Town Session 3

SpeakerSession 3Backup

22 August 2016 Monday FS Welkom

(30) NC Springbok (30) EC Port Eliza-

beth (150)23 August

2016 Tuesday FS Bethlehem (25) NC Upington

(30) EC Cradock (45)

24 August 2016 Wednesday FS Bloemfon-

tein (35) NC De Aar (20) EC Queen-stown (45)

25 August 2016 Thursday NW Rustenburg

(35) LP Tzaneen (25) EC East Lon-

don (50)26 August

2016 Friday LP Polokwane (35)

29 August 2016 Monday WC George

(40) KZN Newcastle (30)

30 August 2016 Tuesday WC Cape Town

North (220) GPJohannes-

burg East(150))

KZNPietermar-

itzburg (100)

31 August 2016 Wednesday WC

Stellen-bosch (100)

GP Pretoria East (200) KZN Durban

(200)

1 Septem-ber 2016 Thursday WC Worcester

(70) GP Centurion (130)

2 Septem-ber 2016 Friday WC GP

Johannes-burg South

(50)NW Potchef-

stroom (30)

5 Septem-ber 2016 Monday WC Cape Town

South (100) GPJohannes-burg North

(100)MP

Emalahleni/Witbank

(50)

6 Septem-ber 2016 Tuesday WC

Cape Town Central (100)

GPJohannes-burg West

(150)MP

Mbombela/Nelspruit

(40)7 Septem-ber 2016 Wednesday GP Midrand

(100) Additional Event

8 Septem-ber 2016 Thursday GP Vaal (100) GP Pretoria

West (100)Additional Event

9 Septem-ber 2016 Friday Additional

EventAdditional

EventAdditional Event



9. Draft Plan for the Submission of Deliverables

Due dates for deliverables are as follows (these dates are subject to change):

Deliverable Due Date

Proposed date contract completion 1 July 2016

Final invitation text (email and fax) 8 July 2016

Final project plan 11 July 2016

Final course content outline 20 July 2016

Draft handbook 21 July 2016

Draft slide presentation 27 July 2016

Fasset comment to draft handbook 18 July 2016

Fasset comment to draft slide presentation 18 July 2016

Draft 1 page article 21 July 2016

Draft assessment questions and answers 21 July 2016

Fasset comment to 1 page article 27 July 2016

Fasset comment to draft assessment Q & A 27 July 2016

Final handbook 1 August 2016

Final slide presentation 1 August 2016

Final 1 page article 1 August 2016

Final assessment questions and answers 1 August 2016

1st event commences 22 August 2016

10. Duration of the Contract

Fasset would like this assignment to commence no later than 1 July 2016 and to be com-pleted by 30 September 2016.

11. Draft Invitation



Date: [Date]To: [Title] [Name] [Initials] [Surname]Organisation: [Organisation]Fax Number: [Fax]

Fasset invites registered members to join us in a half-day seminar on Complying with Changes in Legislation 2016 Update. This update will be held country-wide in August and September 2016 and will facilitate an inter-mediate understanding of Complying with Changes in Legislation as well as a high-level overview of the exist-ing legislation.

Course Outline

In this industry, it is important to keep up to date with the key legislation and new developments. Being know-ledgeable in this arena is made simple for you in our half-day training programme. We invite you to participate in this exclusive opportunity to bridge your understanding and practical application of new and changing legis-lation.

The following topics will be addressed:

An overview of the regulatory environment Overview of POCA (Prevention of Organised Crime Act, 1998), FICA (Financial Intelligence Centre Act,

2011) and POCDATARA (Protection of Constitutional Democracy Against Terrorist and Related Acts, 2004)

Overview and update of FAIS (Financial Advisory and Intermediary Services Act, 2002) and Regulation changes

Overview of the NCA ( National Credit Act, 2005) including forthcoming amendments Overview of the Companies Act, 2008, Regulations and latest CIPC (Companies and Intellectual Property

Commission) Notices Overview of the Consumer Protection Act (CPA) and Regulations of 2008 Overview of the accounting and reporting requirements in terms of the Estate Agency Affairs Act of 1976

Major changes in the Industry Selected provisions of the Tax Administration Act and Regulation of Tax Practitioners

Forthcoming attractions Protection of Personal Information Bill, 2009 Overview of the BBBEE (Broad-Based Black Economic Empowerment Act, 2003) Amendment Act, 2012 Licensing of Businesses Bill, 2013

Company and Facilitator profile

Compliance Training has been appointed to deliver the presentation.

Lynette Mahlangu began her studies in 1985 with a BCompt and Honours BCompt from the University of the Free State. She qualified as a Chartered Accountant in 1993. In 2005 she obtained an advanced certificate in Tax and in 2006 achieved her Master’s Degree in Domestic and International Tax. In 2007 she achieved a cer-tificate in Forensic and Investigative Auditing. In 1997 Lynette started a training firm called PROS Training, and managed it herself until it merged with BETA Training in 2003. Lynette was a Director and shareholder of Com-pliance Accountancy Development (Pty) Ltd. since 2003 . She is involved in facilitating technical courses and also heads up the tax guides Compliance issues their clients with every year.

Juané Schutter studied towards her CTA at the University of Stellenbosch. She completed her SAICA training contract at one of the big four firms, where she was introduced to the training function. Since qualifying as a CA(SA) she has been involved in training and consulting to the accounting industry through various initiatives. Juané is also a Registered Auditor and a SAICA Registered Assessor. Based in Cape Town, she is involved in facilitating technical courses, quality control and consulting to practices. She has previously presented the Companies Act Update for Fasset.



Agenda

The seminar will run from 08h00 to 13h00 and will include Registration (08h00 to 08h30) and a Fasset Wel-come and Introduction (08h30 to 08h50).

Please Note

1. Where Fasset-registered organisations are able to accommodate and cater for 50 or more delegates, employed in Fasset-registered firms, Fasset may consider scheduling a specific event in this instance. Send an email to [email protected] detailing the city/town and venue where you are able to accommodate the delegates.

2. It is the role of the Skills Development Facilitator (SDF) to distribute this invitation to relevant individuals in the organisation who may benefit from this training.

3. Confirmation of registration together with an agenda and a map will be provided per fax or e-mail. If, by chance, you do not receive confirmation, please contact the Call Centre on 086 101 0001 to confirm that you are registered. If you register and are unable to attend, or wish to be replaced by a colleague, please notify the Call Centre at least seven days before the event to enable Fasset to manage numbers and prevent wastage.

4. At Fasset’s discretion, any venue with fewer than 20 registrations will be cancelled and delegates notified in writing.

5. While every effort is made to pre-plan training, delegates are accommodated on a first-come-first-served basis when registering. Where we are unable to accommodate you at your venue of choice, you will be contacted to confirm another acceptable venue.

6. Fasset reserves the right to refuse late-comers or delegates who book after the deadline. 7. Fasset members who pay the Skills Development Levy and who travel over 300kms (round-trip) to attend

a training session will be reimbursed at a rate of R 3-28 per kilometre. The travel claim procedure and the requirements for this travel claim are available on our website.

8. Should a delegate choose to attend a training session at a venue not in close proximity to their home, and other adequately located venues have been provided by Fasset, Fasset will not reimburse a travel claim. Claims will only be paid where the closest venues are fully booked and delegates are requested by the Fasset Call Centre to move to another venue. This request will be kept on file by Fasset as proof and all claims will be verified against this.

9. If you would like us to schedule an additional venue within your preferred province or town, please specify the town below, 14 days before the commencement of the first event (this allows the Seta to advertise additional venues to all the delegates and prevent wasted travel). We will consider scheduling additional venues where there is a demand by 20 or more delegates, across a range of Fasset-registered employers, for a specific venue. Delegates who specify an additional venue will be notified in writing of the venue and date.

Attendance Registration Form: Complying with Changes in Legislation Update 2016Please complete and fax back to the Fasset Call Centre. On-line registration is also available via the Fasset website (www.fasset.org.za) to facilitate a faster registration process.

Registration for the first seminar closes on 12 August 2016, thereafter, 10 working days before the commencement of each seminar.

Fax: (011) 388 0601 or (021) 413 0401 or (031) 571 0201 Telephonic Enquiries: 086 101 0001

Delegate

Please complete a separate Registration Form for each delegate.

Organisation NameOrganisation Registration Number (SDL or Other – Compulsory)Full NameDesignation Are you a registered SDF? Yes NoHave you signed a Learnership Agreement? No Yes – specifyTel ( ) Fax ( ) MobileE-mail



Special dietary requirements Not Applicable Kosher Halaal Vegetarian No Pork

Details of person to whom you report in your organisation:Full NameE-mail Fax ( )Is your company a Fasset member (registered levy payer or non-levy payer)? Yes NoIf yes, is your company Levy paying? Non-levy paying?

If No, please specify your constituency

Professional Body Educational Institution Trade Union Non-Fasset member & non-levy-payer (SDL exempt) NGO/CBO Non-Fasset member & levy-payer (SDL eligible) Government

What professional institute are you a member of, or intending to become a member of?

The following information is required by the Department of Higher Education & Training for statistical pur-poses only:Population Group African White Coloured Indian / AsianGender Male Female Disabled Yes NoAre you a South African (SA) Citizen? Yes NoIf Yes, please indicate your SA Identification NumberIf No, please provide an alternate Identification Number (SA or Other)

Venues / Dates

Please refer to the dates and venues below and indicate your choice (one only) in the space below.

Province Date Town Venue (venues are subject to change)

Eastern Cape

22-Aug-16 Port Elizabeth Summerstrand Hotel

23-Aug-16 Cradock Die Tuishuise

24-Aug-16 Queenstown Aloe Grove Guest Farm

25-Aug-16 East London East London Golf Club

Free State 23-Aug-16 Bloemfontein Protea Hotel Bloemfontein Central

24-Aug-16 Bethlehem New venue added in Bethlehem Lavender Hill

Gauteng

2-Sep-16 Johannesburg South Thornbirds Conference & Wedding Centre

31-Aug-16 Pretoria East The Farm Inn

8-Sep-16 Vaal Riviera on Vaal Hotel & Country Club

6-Sep-16 Johannesburg West Glenburn Lodge

08-Sep-16 Pretoria West Roodevallei Conference & Meeting Hotel

07-Sep-16 Midrand Accolades Boutique Conference Venue

5-Sep-16 Johannesburg North Indaba Hotel

KwaZulu-Natal

29-Aug-16 Newcastle Black Rock Casino

30-Aug-16 Pietermaritzburg Protea Hotel Imperial

31-Aug-16 Durban North Riverside Hotel & Spa

Limpopo25-Aug-16 Polokwane Fusion Boutique Hotel

26-Aug-16 Tzaneen Fairview Lodge

Mpumalanga5-Sep-16 eMalahleni/Witbank Witbank Golf Club

6-Sep-16 Mbombela/Nelspruit Mercure Hotel

Northern Cape 22-Aug-16 Springbok Okiep Country Hotel



Province Date Town Venue (venues are subject to change)24-Aug-16 De Aar Schreinerhouse Restaurant

North West 25-Aug-14 Potchefstroom Elgro Hotel

Western Cape

29-Aug-16 George Town Lodge George

30-Aug-16 Cape Town Protea Hotel Tygervalley

31-Aug-16 Cape Town Protea Hotel Sea Point

31-Aug-16 Stellenbosch In the Vine

1-Sep-16 Worcester Protea Hotel Cumberland

6-Sep-16 Cape Town Pepperclub Hotel & Spa



ALL BIDDERS MUST TAKE NOTE OF THE EVALUATION PROCESS THAT WILL BE FOL-LOWED

1 EVALUATION PROCESS

1.1 COMPLIANCE WITH MINIMUM REQUIREMENTS

1.1.1 All bids duly lodged as specified in the Request for Bid will be examined to de-termine compliance with bidding requirements and conditions. Bids with obvious deviations from the requirements/conditions, will be eliminated from further con-sideration.

1.2 DETERMINATION OF SCORE FOR FUNCTIONALITY

1.2.1 The evaluation criteria and weights for functionality as indicated in the table be-low, will apply.

Criteria Maximum to be awarded

1. Functionality 100Experience of prospective contractor 10- Experience in arranging courses, course developers and speakers 5- Ability to deliver training nationally a minimum of 39 workshops over a

period of 3 weeks 5

2. Technical approach 20Proposed project plan and approach to project management 5- Proposed course outline 5- Demonstrated capacity/ability to manage a project of this size 5- Contingency planning 5Capability of staff to be used / CV’s 60- Expertise in the content of the subject 10- Expertise in facilitation/training 10- CVs of speakers (incl. backup speakers) 35- Appropriateness of speakers (incl. backup speakers) to the Fasset sector 5Contactable references 10- Detail of assignment, reference letters and contact information from 3 cli-

ents for the speakers proposed 5

- Detail of assignment, reference letters and contact information from 3 cli-ents for the company proposing 5

1.2.2 The score for functionality should be calculated as follows:

Each panel member shall award values for each individual criterion on a score sheet. The value scored for each criterion shall be multiplied with the specified weighting for the relevant criterion to obtain the marks scored for the various criteria. These marks should be added to obtain the total score for functionality.



The score of each panel member shall be added together and divided by the number of panel members to establish the average score obtained by each individual bidder for functionality.

1.3 ELIMINATION OF PROPOSALS ON GROUND OF FUNCTIONALITY

1.3.1 Bids that score less than 70% of the marks available for functionality will be elim-inated from further consideration. Marks will therefore not be awarded for their cost proposals or for preference.

1.4 DETERMINATION OF SCORE FOR PRESENTATIONS

1.4.1 Fasset may decide to have compulsory presentations made either by all bidders who have obtained at least 70% of the marks for functionality, or by the bidders ranked first to a maximum of six, but not less than the three highest scoring bid-ders, once the price and preference marks have been combined.

1.4.2 Presentations shall only affect the marks awarded for functionality. If Fasset wishes to use presentations to discriminate between bidders, the evaluation cri-teria to be affected shall be determined in advance and due allowance made in the mark scheme and indicated in paragraph 1.2.1

1.4.3 Points determined by the presentation will be awarded to each bidder by each member of the Bid Evaluation Committee and then an average calculated. Such score will be added to the original score for functionality.

1.4.4 A bidder will be disqualified if the combined score for functionality fails to meet the minimum threshold for functionality as per paragraph 1.3.1.

1.5 PRICE AND B-BBEE STATUS LEVEL POINTS

1.5.1 All remaining bids will be evaluated as follows:

1.5.2 80 Marks will be awarded for price and 20 marks will be awarded for the V-BBEE status level certificates submitted. If no certificated is submitted, zero (0) points will be awards. B-BBEE points will be awarded as follows

B_BBEE Status Level of Contributor Number of Points1 202 183 164 125 86 67 48 2

No-compliant contributor 0



1.5.3 EMEs are deemed to have a B-BBEE status level four (4) contributor, in in-stances where EMEs are more than 50% black owned, such enterprise qualify for a promotion to a B-BBEE status level three (3) contributor and points will be awarded accordingly

1.5.4 The 80/20 preference point system will be applied. Points for price and B-BBEE status level certificate will be awarded in accordance with the stipulations in the Preference Point Claim Form in terms of the Preferential Procurement Regula-tions, 2011.

1.5.5 If appropriate, implied contract price adjustments will be made to the cost pro-posals of all remaining quotations.

1.5.6 The point scored for the B-BBEE status level certificate for each acceptable quo-tation will now be added to the price point.

1.5.7 The Evaluation Committee may recommend that the contract be awarded to the respondent obtaining the highest aggregate mark as determined by 1.5.6 or to a lower scoring quotation on justifiable grounds.

1.6 ADJUDICATION OF BID

1.6.1 The Bid Adjudication Committee will consider the recommendations and make the final award. The successful bidder will usually be the service provider scor-ing the highest number of points or it may be a lower scoring bid on justifiable grounds or no award at all..


Section A 5: Contract Form

CONTRACT FORM: RENDERING OF SERVICES

THIS FORM MUST BE FILLED IN DUPLICATE BY BOTH THE SERVICE PROVIDER (PART 1) AND THE PURCHASER (PART 2). BOTH FORMS MUST BE SIGNED IN THE ORIGINAL SO THAT THE SERVICE PROVIDER AND THE PUR-CHASER WOULD BE IN POSSESSION OF ORIGINALLY SIGNED CONTRACTS FOR THEIR RESPECTIVE RECORDS.

PART 1 (TO BE FILLED IN BY THE SERVICE PROVIDER)

1. I/we hereby undertake to render services described in the attached bidding documents to Fasset in accordance with the requirements and task directives/proposals specifications stipulated in Bid Number ……………………………….. at the price/s quoted. My/our offer/s remain binding upon me/us and open for acceptance by the Purchaser during the validity period indicated and calculated from the closing date of the bid.

2. The following documents shall be deemed to form and be read and construed as part of this agree-ment:

2.1 Bidding documents, viz Invitation to bid Tax clearance certificate Pricing schedule(s) Technical Specification, terms of reference/task directive/proposal Preference claims for Broad Based Black Economic Empowerment Status Level of Contribution

in terms of the Preferential Procurement Regulations 2011; Declaration of interest Declaration of bidder’s past SCM practices Certificate of Independent Bid Determination Special Conditions of Contract

2.2 General Conditions of Contract

2.3 Other (specify)

3. I/we confirm that I/we have satisfied myself as to the correctness and validity of my/our bid; that the price(s) and rate(s) quoted cover all the services specified in the bidding documents; that the price(s) and rate(s) cover all my obligations and I accept that any mistakes regarding price(s) and rate(s) and calculations will be at my own risk.

4. I/we accept full responsibility for the proper execution and fulfilment of all obligations and conditions devolving on me/us under this agreement as the principal liable for the due fulfilment of this contract.

5. I/we declare that I/we have no participation in any collusive practices with any bidder or any other person regarding this or any other bid.

6. I confirm that I am duly authorised to sign this contract.

NAME (PRINT) WITNESSESCAPACITY 1SIGNATURE 2NAME OF FIRM DATE:DATE


Section A 5: Contract Form

CONTRACT FORM: RENDERING OF SERVICES

PART 2 (TO BE FILLED IN BY THE PURCHASER)

1. I ……………………………………………………..……………… in my capacity as …………………………………………….. accept your bid under reference number ……………………………………………. dated ……………………………………. for the rendering of services indicated hereunder and/or further specified in the annexures.

2. An official order indicating service delivery instructions is forthcoming.

3. I undertake to make payment for the services rendered in accordance with the terms and conditions of the contract within 30 (thirty) days after receipt of an invoice.

DESCRIPTION OF SER-VICE

PRICE (ALL APPLIC-ABLE TAXES INCL) COMPLETION DATE

B-BBEE STATUS LEVEL OF CONTRIBU-

TION

4. I confirm that I am duly authorised to sign this contract.

SIGNED AT ON

NAME (PRINT)

SIGNATURE

OFFICIAL STAMP WITNESSES

1

2

DATE:


SECTION B

SECTION BThis section must be completed and returned or

supplied with bids as prescribed.


Section B 1: Special Conditions of Bid and Contract

CONSENT AND ACKNOWLEDGMENTS IN TERMS OF THE PROTECTION OF PERSONAL INFORMATION ACT 2013 (POPI)

This section sets out how personal information will be collected, used and protected by Fasset, as required by the Pro-tection of Personal Information Act. The use of the words “the individual” for the purposes of this document shall be a ref-erence to any individual communicating with Fasset and/or concluding any agreement, registration or application, with the inclusion of each of those individuals referred to or included in terms of such agreement, registration or application.

1. What is personal information?

The personal information that Fasset requires relate to names and surnames, birth dates, identity numbers, passport numbers, demographic information, education information, occupation information, health information, addresses, mem-berships, and personal and work email and contact details.

2. What is the purpose of the collection, use and disclosure (the processing) of personal information?

Fasset is legally obligated to collect, use and disclose personal information for the purposes of: • reporting Fasset initiatives to the Department of Higher Education and Training;• reporting to National Treasury all contracts awarded ; • obtaining information related to Tax Clearance Certificates from SARS;• Verifying information on the National Treasury database of defaulters;• evaluating and processing applications for registration on the database;• compiling statistics and other research reports;• providing personalised communications;• complying with the law; and/or• for a purpose that is ancillary to the above.

Personal information will not be processed for a purpose other than what is identified (the purpose) above without obtain-ing consent beforehand.

3. How will Fasset process personal information? Fasset will only collect personal information for the purpose as stated above. Information will be collected in the following manner:

• directly from the individual;• from an agent, work colleague or other duly authorised representative;• from service providers that were provided with services or goods by the individual;• from service providers who provided with services or goods to Fasset; • from Fasset’s own records relating to previous supply of services or goods; and/or• from a relevant public or equivalent entity.

4. To whom will personal information be disclosed?

The personal information may be disclosed to other relevant public or other entities on whose behalf we act as intermedi-aries, other third parties referred to above in relation to the purpose or who are sources of personal information, service providers such as professional bodies who operate across the borders of this country (trans-border flow of information) where personal information must be sent in order to provide the information and/or services and/or benefits requested or applied for. In the event of another party/ies acquiring all of or a portion of Fasset’s mandate or functions, personal in-formation will be disclosed to that party but they will equally be obliged as we are, to protect personal information in terms of this policy and the law.

5. Consent and Permission to process personal information:

• I hereby agree with the policy and provide authorisation to Fasset to process the personal information provided for the purpose stated.

• I understand that withholding of or failure to disclose personal information will result in Fasset being unable to perform its functions and/or any services or benefits I may require from Fasset.

• Where I shared personal information of individuals other than myself with Fasset I hereby provide consent on their behalf to the collection, use and disclosure of their personal information in terms of this personal informa-tion policy and I warrant that I am authorised to give this consent on their behalf.



• To this end, I indemnify and hold Fasset not responsible in respect of any claims by any other person on whose behalf I have consented, against Fasset should they claim that I was not so authorised.

• I understand that in terms of POPI and other laws of the country, there are instances where my express consent is not necessary in order to permit the processing of personal information, which may be related to police invest-igations, litigation or when personal information is publicly available.

• I will not hold Fasset responsible for any improper or unauthorised use of personal information that is beyond its reasonable control.

Signature : Date :

6. Rights regarding the processing of personal information:

• The individual may withdraw consent to the processing of personal information at any time, and should they wish to do so, must provide Fasset with reasonable notice to this effect. Please note that withdrawal of consent is still subject to the terms and conditions of any contract that is in place. Should the withdrawal of consent res-ult in the interference of legal obligations, then such withdrawal will only be effective if Fasset agrees to same in writing. Fasset specifically draws to the attention that the withdrawal of consent may result in it being unable to provide the requested information and/or services and/or financial or other benefits.

• In order to withdraw consent, please contact the Information Officer at [email protected].

• A copy of the full Fasset policy is available at our offices, situated at Building 3 Ground floor, 299 Pendoring Road, Blackheath, Randburg, South Africa.

• Individuals are encouraged to ensure that where personal information have changed in any respect to notify Fasset so that our records may be updated. Fasset will largely rely on the individual to ensure that personal in -formation is correct and accurate.

• The individual have the right to access their personal information that Fasset may have in its possession and are entitled to request the identity of which third parties have received and/or processed personal information for the purpose. Please note however, that any request in this regard may be declined if:

- the information comes under legal privilege in the course of litigation, - the disclosure of personal information in the form that it is processed may result in the disclosure of confid -

ential or proprietary information,- giving access may cause a third party to refuse to provide similar information to Fasset,- the information was collected in furtherance of an investigation or legal dispute, instituted or being contem-

plated,- the information as it is disclosed may result in the disclosure of another person’s information,- the information contains an opinion about another person and that person has not consented, and/or- the disclosure is prohibited by law.

7. Requesting access and lodging of complaints: • Please submit any requests for access to personal information in writing to Fasset’s information officer at pop-

[email protected].

• With any request for access to personal information, Fasset will require the individual to provide personal in -formation in order to verify identification and therefore the right to access the information.

• There may be a reasonable charge for providing copies of the information requested.

• If any request has not been addressed to satisfaction a complaint may be lodged at the office of the Information Regulator.






SPECIAL CONDITIONS OF BID AND CONTRACT

SPECIAL CONDITIONS

1 GENERAL

1.1 The bidder must clearly state if a deviation from these special conditions are offered and the reason therefor. If an explanatory note is provided, the paragraph reference must be indicated in a supporting appendix to the application submission.

1.2 Should the bidder fail to indicate agreement/ compliance or otherwise, Fasset will assume that the bidder is in compliance or agreement with the statement(s) as specified in this bid.

1.3 Bids not completed in this manner may be considered incomplete and rejected.

1.4 Fasset shall not be liable for any expense incurred by the bidder in the preparation and submis-sion of a bid.

2 CANCELLATION OF PROCUREMENT PROCESS

2.1 This procurement process can be postponed or cancelled at any stage at the sole discretion of Fasset provided that such cancellation or postponement takes place prior to entering into a con-tract with a specific service provider to which the bid relates.

3 BID SUBMISSION CONDITIONS, INSTRUCTIONS AND EVALUATION PROCESS/CRITERIA

3.1 Bid submission conditions and Instructions as well as the evaluation process/criteria have been noted.

4 NEGOTIATION AND CONTRACTING

4.1 Fasset or its authorised representatives have the right to enter into negotiation with one or more bidders regarding any terms and conditions, including price(s), of a proposed contract.

4.2 Under no circumstances will negotiation with any bidders, including preferred bidders, constitute an award1 or promise/ undertaking to award the contract.

4.3 Fasset shall not be obliged to accept the lowest or any bid, offer or proposal.

4.4 A contract will only be deemed to be concluded when reduced to writing in a formal contract and Service Level Agreement (if applicable) signed by the designated responsible person of both parties. The designated responsible person of Fasset is the CEO.

4.5 Fasset also reserves the right to enter into one contract with a bidder for all required functions or into more than one contract with different bidders for different functions.

4.6 Non-acceptance of this paragraph will deem your bid to be non-responsive.

5 ACCESS TO INFORMATION

5.1 All bidders will be informed of the status of their bid once the procurement process has been com-pleted.

5.2 Requests for information regarding the bid process will be dealt with in line with the Fasset SCM Policy and relevant legislation.

1 See GLOSSARY.



SPECIAL CONDITIONS

6 REASONS FOR REJECTION

6.1 The Fasset shall reject a proposal for the award of a contract if the recommended bidder has committed a proven corrupt or fraudulent act in competing for the particular contract.

6.2 The Fasset may disregard the bid of any bidder if that bidder, or any of its directors: Have abused the SCM system of the Fasset. Have committed proven fraud or any other improper conduct in relation to such system. Have failed to perform on any previous contract and the proof exists.

Such actions shall be communicated to the National Treasury.

6.3 Non-acceptance of this paragraph will deem your bid to be non-responsive

7 GENERAL CONDITIONS OF CONTRACT

7.1 The General Conditions of Contract must be accepted.

8 ADDITIONAL INFORMATION REQUIREMENTS

8.1 During evaluation of the bids, additional information may be requested in writing from bidders. Replies to such request must be submitted, within 3 (three) working days or as otherwise indic-ated. Failure to comply, may lead to your bid being disregarded.

8.2 No additional information will be accepted from any individual bidder without such information hav-ing been requested


9 CONFIDENTIALITY

9.1 The bid and all information in connection therewith shall be held in strict confidence by bidders and usage of such information shall be limited to the preparation of the bid. Bidders shall under -take to limit the number of copies of this document.


10 INTELLECTUAL PROPERTY, INVENTIONS AND COPYRIGHT

10.1 Copyright of all documentation relating to this contract belongs to Fasset. No bidder may disclose any information, documentation or products to other clients without the written approval of the ac-counting authority or the delegate.

10.2 This paragraph shall survive termination of this contract.

11 NON-COMPLIANCE WITH DELIVERY TERMS

11.1 As soon as it becomes known to the contractor that he/she will not be able to deliver the services within the delivery period and/or against the quoted price and/or as specified, the Fasset must be given immediate written notice to this effect. The Fasset reserves the right to implement remedies as provided for in the GCC.

12 WARRANTS



SPECIAL CONDITIONS

12.1 The Contractor warrants that it is able to conclude this Agreement to the satisfaction of the Fas -set.

12.2 Although the contractor will be entitled to provide services to persons other than Fasset, the con-tractor shall not without the prior written consent of Fasset, be involved in any manner whatso-ever, directly or indirectly, in any business or venture which competes or conflicts with the obliga-tions of the contractor to provide Services.

13 PARTIES NOT AFFECTED BY WAIVER OR BREACHES

13.1 The waiver (whether express or implied) by any Party of any breach of the terms or conditions of this contract by the other Party shall not prejudice any remedy of the waiving party in respect of any continuing or other breach of the terms and conditions hereof .

13.2 No favour, delay, relaxation or indulgence on the part of any Party in exercising any power or right conferred on such Party in terms of this contract shall operate as a waiver of such power or right nor shall any single or partial exercise of any such power or right under this agreement.

14 RETENTION

14.1 On termination of this agreement, the contractor shall, on demand hand over all documentation provided as part of the project and all deliverables, etc., without the right of retention, to the Fas-set.

14.2 No agreement to amend or vary a contract or order or the conditions, stipulations or provisions thereof shall be valid and of any force and effect unless such agreement to amend or vary is entered into in writing and signed by the contracting parties. Any waiver of the requirement that the agreement to amend or vary shall be in writing, shall also be in writing.

15 FORMAT OF BIDS

15.1 Bidders must complete all the necessary bid documents and undertakings required in this bid doc-ument. Bidders are advised that their proposal should be concise, written in plain English and simply presented.

15.2 Bidders are to set out their proposal in the format prescribed hereunder. This means that the proposal must be structured in the parts noted below. Relevant information not submitted in the relevant part, may not be considered for evaluation purposes.

15.3 Part 1: Special conditions of bid and contract

15.3.1 Bidders must complete and return the Special Conditions of Bid and Contract.Bids submitted without a completed Special Conditions of Bid form may be deemed to be non-re -sponsive.

15.4 Part 2: SARS Tax Clearance Certificate(s)

15.4.1 An original valid SARS Tax Clearance Certificate must accompany the proposal and must be valid at the date of closing of the bid. In case of a consortium/ joint venture, or where sub-con -tractors are utilised, an original valid SARS Tax Clearance Certificate for each consortium/ joint venture member and/or sub-contractor (individual) must be submitted. The certificate require-ments page should not be returned as part of the submission.Bids submitted without an original valid “Tax Clearance Certificate” will be deemed to be non-re-sponsive unless Fasset is already in possession of such an original valid “Tax Clearance Certific-ate.



SPECIAL CONDITIONS

15.5 Part 3: Additional Registration Certificates

15.5.1 A valid copy of Business (company) registration certificate must be submitted, if applicable.

15.5.2 A valid copy of VAT registration certificate (VAT103) must be submitted, if applicable.

15.5.3 Copy of company incorporation certificate(s) must be submitted, if applicable.

15.6 Part 4: Declaration of Interest

15.6.1 Each party to the bid must complete and return the Declaration of Interest. Bids submitted without a complete and signed Declaration of Interest may be deemed to be non-responsive.

15.7 Part 5: Declaration of bidder’s past Supply Chain Management practices

15.7.1 Each party to the bid must complete and return “Declaration of bidder’s past Supply Chain Man-agement practices”. Bids submitted without a completed and signed Declaration of bidder’s past Supply Chain Management practices may be deemed non-responsive.

15.8 Part 6: Certificate of Independent Bid Determination

15.8.1 Each party to the bid must complete and sign the Certificate. Bids submitted without a completed and signed Certificate of Independent Bid Determination may be deemed non-responsive.

15.9 Part 7: Preference Points Claim Form in terms of the Preferential Procurement Regulations 2011

15.9.1 Compliance option 1:Bidders other than Exempted Micro Enterprises (EME) in terms of the B-BBEE Act must provide proof of their B-BBEE status level in the form of a certificate.Such certificate must be an original or a certified copy (the certification stamp and certification sig-nature must be original) and issued by a SANAS accredited B-BBEE verification agency or IRBA accredited auditor.

15.9.2 Compliance option 2:Bidders who qualify as Exempted Micro Enterprises in terms of the B-BBEE Act must submit a certificate issued by a registered auditor, Accounting Officer (as contemplated in the Close Cor-poration Act, Act No 69 of 1984) or an accredited verification agency providing its status by con-firming that the total revenue of the contracting entity does not exceed R5 million in the case of the generic score card or that it does not exceed the thresholds as stipulated and approved by the Sector Codes.Such certificate must be an original or a certified copy (the certification stamp and certification sig-nature must be original).

15.9.3 Notes:All certificates submitted must be valid at the closing date of the submission.Requirements for a valid Auditor or Accounting Officer certificate are that the following information should be detailed on the face of the certificate:

The Auditor’s/Accounting Officer’s letter head with full contact details The Auditor’s/Accounting Officer’s practice number The name and the physical location of the measured entity The registration number and, where applicable, the VAT number of the measured entity The date of issue and date of expiry



SPECIAL CONDITIONS

The B-BBEE Status Level of Contribution obtained by the measured entity The total black shareholding and total black female shareholding.

A trust, consortium or joint venture will qualify for points for their B-BBEE status level as an unin-corporated entity, provided that the entity submits their consolidated B-BBEE scorecard as if they were a group structure and that such a consolidated B-BBEE scorecard is prepared for every sep-arate tender.Non-compliance may result in a bidder scoring zero (0) for this element. (0) for this element.

15.10 Part 8: Invitation to Bid

15.10.1 Bidders must complete, sign and return the full “Invitation to Bid” document. Bids submitted without a completed and signed Invitation to Bid may be deemed to be non-responsive.

15.11 Part 9: Technical approach

15.11.1 Bidders must submit a description of the methodology and approach that will be used to perform the work as set out in the Terms of Reference. This methodology and approach must demon-strate the bidder’s understanding of the requirement and also of the environment.

15.11.2 Bidders must, at least cover the under-mentioned in their technical approach and return as part of their submission:

Describe, in detail, exactly how they propose to carry out the activities to achieve the out-comes identified in the terms of reference. They should identify any possible problems that might hinder delivery and indicate how they will avoid, or overcome such problems.

Describe how the work will be managed. Provide an organisation chart clearly indicating: The lines of reporting and supervision within the bidder’s team. The lines of reporting between the bidder and the Fasset and other stakeholders, if applic-

able. Identify the position(s) involved in the direct delivery of the service to be provided and in the

overall management of the work and name the people who will fill these positions. Describe the tasks, duties or functions to be performed by staff in these positions. Indicate the number of hours required to complete each task and the number of hours to be

provided by each team member.

15.11.3 Provide a project plan of activities. In addition to providing details of the estimated number of work days for each activity, bidders are to supply a detailed timetable that identifies when certain activit-ies will be undertaken and over what period they will be spread. The timing of activities, the time needed to complete them, and the order in which they will be undertaken must be explained and justified.

15.11.4 Please note that Section 15.11, Part 9, Technical Approach should be no longer than 20 single-sided A4 pages in Arial 11 (font size).

15.12 Part 10: Team details

15.12.1 In this part that must be returned as part of the submission, bidders must provide details of the team named in the previous part.

15.12.2 For each team member there must be:

A complete curriculum vitae confirming suitability for the position. A format is provided as a guideline only for the compilation of the CVs.



SPECIAL CONDITIONS

15.13 Part 11: Experience in this field

15.13.1 Bidders should provide in this part, and return as part the submission, at least the following inform-ation. Details of contracts for similar work within the last 5 years. Contact details of a maximum of 3 organisations for which work was done.

15.14 Part 12: Samples

15.14.1 Samples of work done are not required at this stage, and will not be welcomed.

15.15 Part 13: Pricing Schedule

15.15.1 Any budget amount that may be indicated in this document shall be deemed to be a guide only and bidders are expected to submit a costing that is fair and reasonable.

15.15.2 All costs related to this assignment are to be allowed for in the pricing schedule and in the formats prescribed and must be returned as part of the submission.

15.15.3 A pricing schedule with one of the specified elements (fees and reimbursable costs) omitted from the costing, may be considered non-responsive.

15.15.4 Fees: The budgeted days/hours and applicable rates of all team members as per the pricing sched-

ule.

15.15.5 Reimbursable costs

Fasset is required to adopt cost-saving measures in line with National Treasury Instruction 01 of 2013/2014 Cost Containment measures.

Note: Hotel room calls, pay channel utilisation, alcohol consumption are for the bidder’s own account.

Note 1: The cost of travel and accommodation for persons who are not part of the prospective contractor’s team should not be included. These costs will be borne by the Client.

Note 2: No handling fee on disbursements will be considered

VAT: Value Added Tax must be included and shown separately.

16 Logistics for presentations

16.1 The Fasset or its authorised representative reserves the right to invite bidders for presentations before the award of the bid.

16.2 Shortlisted bidders will be given three (3) days advance notice to attend the presentation. The date as well as the detail for the venue and the agenda for the presentations will be provided.

16.3 Presentations will be made to the full Bid Evaluation Committee.

16.4 Under no circumstances will a presentation by any bidder constitute and award or promise/under-taking to award the contract.



I/we herewith accept all the above-mentioned special conditions of the bid. If I/we do consider a deviation therefrom, I have noted those as per the instruction in paragraph 1 (General) above.

Name of applicant:

Signature of applicant:Date:


Section B 2: Tax Clearance Certificate

TAX CLEARANCE CERTIFICATE REQUIREMENTS

It is a condition of bid (tender) that the taxes of the successful bidder must be in order, or that satisfactory arrangements have been made with South African revenue Services (SARS) to meet the bidder’s tax obligations.

1. In order to meet this requirement, bidders are required to complete in full the form TCC 001 “Application for a Tax Clearance Certificate” and submit it to any SARS branch office nationally. The Tax Clearance Certificate Requirements are also applicable to foreign bid-ders/ individuals who wish to submit bids.

2. SARS will then furnish the bidder with a Tax Clearance Certificate that will be valid for a period of 1 (one) year from date of approval.

3. The original Tax Clearance Certificate must be submitted together with the bid. Failure to submit the original and valid Tax Clearance Certificate will result in the invalidation of the bid. Certified copies of the Tax Clearance Certificate will not be acceptable.

4. In bids where Consortia / Joint ventures / Sub-contractors are involved, each party must submit a separate Tax Clearance Certificate.

5. Copies of the TCC 001 “Application for a Tax Clearance Certificate” form are available from any SARS branch office nationally or on the website www.sars.gov.za.

6. Applications for Tax Clearance Certificates may also be made via eFiling. In order to use this provision, taxpayers will need to register with SARS as eFilers through the website www.sars.gov.za.

http://www.sars.gov.za/



DECLARATION OF INTEREST1. Any legal person, including persons employed by the State2, or persons having a kinship with persons

employed by the State, including a blood relationship, may make an offer or offers in terms of this in-vitation to bid (includes an advertised competitive bid, limited bid or proposal or a written price quota-tion,). In view of possible allegations of favouritism, should the resulting bid, or part thereof, be awar-ded to persons employed by the State, 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 evaluat-ing/ adjudicating authority where –

1.1. The bidder is employed by the State; and/or

1.2. The bidder is a Management Board member of Fasset and/or

1.3. 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 bid(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 bid.

2. In order to give effect to the above, the following questionnaire must be completed and submitted with the bid.

2.1. Full Name of bidder or his or her representative:

2.2. Identity Number:

2.3. Position occupied in the Company (director, trustee, shareholder, member, etc3):

2.4. Registration number of company, enterprise, close corporation, part-nership agreement or trust

2.5. Tax Reference Number:

2.6. VAT Registration Number:

2.6.1. The names of all directors/ trustees/ shareholders/ members, their individual identity numbers, tax reference numbers and, if applicable, employee/ PERSAL numbers must be indicated in paragraph 3 below

2.7. Are you or any person connected with the bidder presently employed by the State? YES / NO

2.7.1. If so, furnish the following particulars

Name of person/ director/ trustee/ shareholder/ member:

Name of State institution at which you or the person con-nected to the bidder is em-ployed:

Position occupied in the State institution:

2 “State” means(a) Any national or provincial department, national or provincial public entity or constitutional institution within the

meaning of the Public Finance Management Act, 1999 (Act No 1 of 1999);(b) Any municipality or municipal entity;(c) Provincial legislature;(d) National Assembly or the National Council of Provinces;(e) Parliament.

3 “Shareholder” means a person who owns shares in the company and is actively involved in the management of the enter-prise or business and exercises control over the enterprise



Any other particulars:

2.7.2. If you are presently employed by the state, did you obtain the appropriate author-ity to undertake remunerative work outside employment in the public sector? YES / NO

2.7.2.1. If yes, did you attach proof of such authority to the bid document? YES / NO

(Note: Failure to submit proof of such authority, where applicable, may result in the disqualification of the bid.)

2.7.3. If no, furnish reasons for non-submission of such proof:

2.8. Did you or your spouse, or any of the company’s directors/trustees/ shareholders/ members or their spouses conduct business with the State in the previous twelve (12) months?

YES / NO

2.8.1. If so, furnish the following particulars.

2.9. Do you, or any person connected with the bidder, have any relationship (family, friend, other) with a person employed by the State and who may be involved with the evaluation and or adjudication of this bid?

YES / NO


2.10. Are you, or any person connected with the bidder, aware of any relationship (fam-ily, friend, other) between any other bidder and any person employed by the State who may be involved with the evaluation and or adjudication of this bid?

YES / NO


2.11. Do you or any of the directors/trustees/shareholders/members of the company have any interest in any other related companies whether or not they are bidding

YES / NO



for this contract?


3. Full details of directors/ trustees/ members/ shareholders.

Full Name Identity Number Personal Income Tax Reference No

State Employee Num-ber/ PERSAL Number

DECLARATION

I, THE UNDERSIGNED (NAME)

CERTIFY THAT THE INFORMATION FURNISHED IN PARAGRAPHS 2 AND 3 ABOVE IS CORRECT. I AC-CEPT THAT THE STATE MAY REJECT THE BID OR ACT AGAINST ME SHOULD THIS DECLARATION PROVE TO BE FALSE.

Signature Date

Position Name of bidder

Bid No:FAS/ZS/MCD/ COMPLIANCE_WITH_CHANGES_IN_LEGISLA-TION/CON795 Fasset Bid Document

Section B 4: Declaration Of Bidder's past SCM Practices

DECLARATION OF BIDDER'S PAST SUPPLY CHAIN MANAGEMENT PRACTICES

1 This declaration will be used by institutions to ensure that when goods and services are being procured, all reasonable steps are taken to combat the abuse of the supply chain management system.

2 The bid of any bidder may be disregarded if that bidder, or any of its directors have:

a. abused the Fasset’s supply chain management system;b. committed fraud or any other improper conduct in relation to such system; orc. failed to perform on any previous contract.

3 In order to give effect to the above, the following questionnaire must be completed and submitted with the bid.

Item Question Yes No3.1 Is the bidder or any of its directors listed on the National Treasury’s data-

base of Restricted Suppliers 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 Accounting Officer/ authority of the institution that imposed the restriction after the audi alteram partem rule was applied).The database of Restricted Suppliers now resides on the National Treasury’s website (www.treasury.gov.za) and can be accessed by clicking on its link at the bottom of the homepage.

Yeso

Noo

3.1.1 If so, furnish particulars:

3.2 Is the bidder or any of its directors listed on the Register for Tender Default-ers in terms of section 29 of the Prevention and Combating of Corrupt Activ-ities Act (No 12 of 2004)?The Register for Tender Defaulters can be accessed on the National Treasury’s website, (www.treasury.gov.za ) by clicking on its link at the bottom of the homepage.

Yeso

Noo


3.3 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?

Yeso

Noo


3.4 Was any contract between the bidder and any organ of state terminated dur-ing the past five years on account of failure to perform on or comply with the contract?

Yeso

Noo


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

http://www.treasury.gov.za/

http://www.treasury.gov.za/

Bid No:FAS/ZS/MCD/ COMPLIANCE_WITH_CHANGES_IN_LEGIS-LATION/CON795 Fasset Bid Document


CERTIFICATE OF INDEPENDENT BID DETERMINATION

I, the undersigned, in submitting the accompanying bid:

FAS/ZS/MCD/ COMPLIANCE_WITH_CHANGES_IN_LEGISLATION/CON795 (Bid Number and Description)

in response to the invitation for the bid made by:

FASSET(Name of Institution)

do hereby make the following statements that I certify to be true and complete in every re-spect:

I certify, on behalf of: _______________________________________________________that:

(Name of Bidder)

1. I have read and I understand the contents of this Certificate;

2. I understand that the accompanying bid will be disqualified if this Certificate is found not to be true and complete in every respect;

3. I am authorized by the bidder to sign this Certificate, and to submit the accom-panying bid, on behalf of the bidder;

4. Each person whose signature appears on the accompanying bid has been au-thorized by the bidder to determine the terms of, and to sign the bid, on behalf of the bidder;

5. For the purposes of this Certificate and the accompanying bid, I understand that the word “competitor” shall include any individual or organization, other than the bidder, whether or not affiliated with the bidder, who:

has been requested to submit a bid in response to this bid invitation; could potentially submit a bid in response to this bid invitation, based on

their qualifications, abilities or experience; and provides the same goods and services as the bidder and/or is in the same

line of business as the bidder

6. The bidder has arrived at the accompanying bid independently from, and without consultation, communication, agreement or arrangement with any com-petitor. However communication between partners in a joint venture or consor-tium4 will not be construed as collusive bidding.

7. In particular, without limiting the generality of paragraphs 6 above, there has been no consultation, communication, agreement or arrangement with any competitor regarding:

prices; 4 Joint venture or Consortium means an association of persons for the purpose of combining their expertise, property, capital, efforts, skill and knowledge in an activity for the execution of a contract.

Bid No:FAS/ZS/MCD/ COMPLIANCE_WITH_CHANGES_IN_LEGIS-LATION/CON795 Fasset Bid Document


geographical area where product or service will be rendered (market alloc-ation)

methods, factors or formulas used to calculate prices; the intention or decision to submit or not to submit, a bid; the submission of a bid which does not meet the specifications and condi-

tions of the bid; or bidding with the intention not to win the bid.

8. In addition, there have been no consultations, communications, agreements or arrangements with any competitor regarding the quality, quantity, specifications and conditions or delivery particulars of the products or services to which this bid invitation relates.

9. The terms of the accompanying bid have not been, and will not be, disclosed by the bidder, directly or indirectly, to any competitor, prior to the date and time of the official bid opening or of the awarding of the contract.

10. I am aware that, in addition and without prejudice to any other remedy provided to combat any restrictive practices related to bids and contracts, bids that are suspicious will be reported to the Competition Commission for investigation and possible imposition of administrative penalties in terms of section 59 of the Competition Act No 89 of 1998 and or may be reported to the National Prosec-uting Authority (NPA) for criminal investigation and or may be restricted from conducting business with the public sector for a period not exceeding ten (10) years in terms of the Prevention and Combating of Corrupt Activities Act No 12 of 2004 or any other applicable legislation.

………………………………………………… …………………………………Signature Date

…………………………………………………. …………………………………Position Name of Bidder


Section B 6: Preference Points Claim Form ito the Preferential Procurement Regulations 2011

PREFERENCE POINTS CLAIM FORM IN TERMS OF THE PREFER-ENTIAL PROCUREMENT REGULATIONS 2011

NB: BEFORE COMPLETING THIS FORM, BIDDERS MUST STUDY THE GENERAL CON-DITIONS, DEFINITIONS AND DIRECTIVES APPLICABLE IN RESPECT OF B-BBEE, AS PRESCRIBED IN THE PREFERENTIAL PROCUREMENT REGULATIONS, 2011.

1. GENERAL CONDITIONS

1.1 The following preference point systems are applicable to all bids:

- the 80/20 system for requirements with a Rand value of up to R1 000 000 (all applic-able taxes included); and

- the 90/10 system for requirements with a Rand value above R1 000 000 (all applic-able taxes included).

1.2 The value of this bid is estimated not to exceed R1 000 000 (all applicable taxes included) and therefore the 80/20 system shall be applicable.

1.3 Preference points for this bid shall be awarded for:

(a) Price; and(b) B-BBEE Status Level of Contribution.

1.3.1 The maximum points for this bid are allocated as follows:

POINTS1.3.1.1 Price 801.3.1.2 B-BBEE Status Level of Contribution 20

Total points for Price and B-BBEE must not exceed 100

1.4 Failure on the part of a bidder to fill in and/or to sign this form and submit a valid original or certified B-BBEE Verification Certificate from a Verification Agency accredited by the South African Accreditation System (SANAS) or a Registered Auditor approved by the In-dependent Regulatory Board of Auditors (IRBA) or an Accounting Officer as contem-plated in the Close Corporation Act (CCA) together with the bid, will be interpreted to mean that preference points for B-BBEE status level of contribution are not claimed.

1.5. The purchaser reserves the right to require of a bidder, either before a bid is adjudicated or at any time subsequently, to substantiate any claim in regard to preferences, in any manner required by the purchaser.

2. DEFINITIONS

2..1 “all applicable taxes” includes value-added tax, pay as you earn, income tax, unemploy-ment insurance fund contributions and skills development levies;

2.2 “B-BBEE” means broad-based black economic empowerment as defined in section 1 of the Broad-Based Black Economic Empowerment Act;



2.3 “B-BBEE status level of contributor” means the B-BBEE status received by a meas-ured entity based on its overall performance using the relevant scorecard contained in the Codes of Good Practice on Black Economic Empowerment, issued in terms of section 9(1) of the Broad-Based Black Economic Empowerment Act;

2.4 “bid” means a written offer in a prescribed or stipulated form in response to an invitation by an organ of state for the provision of services, works or goods, through price quota-tions, advertised competitive bidding processes or proposals;

2.5 “Broad-Based Black Economic Empowerment Act” means the Broad-Based Black Economic Empowerment Act, 2003 (Act No. 53 of 2003);

2.6 “comparative price” means the price after the factors of a non-firm price and all uncondi-tional discounts that can be utilized have been taken into consideration;

2.7 “consortium or joint venture” means an association of persons for the purpose of com-bining their expertise, property, capital, efforts, skill and knowledge in an activity for the execution of a contract;

2.8 “contract” means the agreement that results from the acceptance of a bid by an organ of state;

2.9 “EME” means any enterprise with an annual total revenue of R5 million or less .

2.10 “Firm price” means the price that is only subject to adjustments in accordance with the actual increase or decrease resulting from the change, imposition, or abolition of customs or excise duty and any other duty, levy, or tax, which, in terms of the law or regulation, is binding on the contractor and demonstrably has an influence on the price of any supplies, or the rendering costs of any service, for the execution of the contract;

2.11 “functionality” means the measurement according to predetermined norms, as set out in the bid documents, of a service or commodity that is designed to be practical and useful, working or operating, taking into account, among other factors, the quality, reliability, viab-ility and durability of a service and the technical capacity and ability of a bidder;

2.12 “non-firm prices” means all prices other than “firm” prices;

2.13 “person” includes a juristic person;

2.14 “rand value” means the total estimated value of a contract in South African currency, cal-culated at the time of bid invitations, and includes all applicable taxes and excise duties;

2.15 “sub-contract” means the primary contractor’s assigning, leasing, making out work to, or employing, another person to support such primary contractor in the execu-tion of part of a project in terms of the contract;

2.16 “total revenue” bears the same meaning assigned to this expression in the Codes of Good Practice on Black Economic Empowerment, issued in terms of section 9(1) of the Broad-Based Black Economic Empowerment Act and promulgated in the Government Gazette on 9 February 2007;

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; and

2.18 “trustee” means any person, including the founder of a trust, to whom property is be-queathed in order for such property to be administered for the benefit of another person.



3. ADJUDICATION USING A POINT SYSTEM

3.1 The bidder obtaining the highest number of total points will be awarded the contract.

3.2 Preference points shall be calculated after prices have been brought to a comparative basis taking into account all factors of non-firm prices and all unconditional discounts;.

3.3 Points scored must be rounded off to the nearest 2 decimal places.

3.4 In the event that two or more bids have scored equal total points, the successful bidmust be the one scoring the highest number of preference points for B-BBEE.

3.5 However, when functionality is part of the evaluation process and two or more bids havescored equal points including equal preference points for B-BBEE, the successful bid must be the one scoring the highest score for functionality.

3.6 Should two or more bids be equal in all respects, the award shall be decided by thedrawing of lots.

4. POINTS AWARDED FOR PRICE

4.1 THE 80/20 OR 90/10 PREFERENCE POINT SYSTEMS

A maximum of 80 or 90 points is allocated for price on the following basis:

80/20 or 90/10

Ps=80(1− Pt−PminPmin ) orPs=90(1−Pt−PminPmin )

Where

Ps = Points scored for comparative price of bid under consideration

Pt = Comparative price of bid under consideration

Pmin = Comparative price of lowest acceptable bid

5. Points awarded for B-BBEE Status Level of Contribution

5.1 In terms of Regulation 5 (2) and 6 (2) of the Preferential Procurement Regulations, prefer-ence points must be awarded to a bidder for attaining the B-BBEE status level of contribu-tion in accordance with the table below:

B-BBEE Status Level of Contributor

Number of points(90/10 system)

Number of points(80/20 system)

1 10 202 9 183 8 164 5 125 4 86 3 67 2 48 1 2

Non-compliant contribu-tor

0 0



5.2 Bidders who qualify as EMEs in terms of the B-BBEE Act must submit a certificate or a certified copy thereof, issued by an Accounting Officer as contemplated in the CCA or a Verification Agency accredited by SANAS or a Registered Auditor. Registered auditors do not need to meet the prerequisite for IRBA’s approval for the purpose of conducting veri -fication and issuing EMEs with B-BBEE Status Level Certificates.

5.3 Bidders other than EMEs must submit their original and valid B-BBEE status level verifica-tion certificate or a certified copy thereof, substantiating their B-BBEE rating issued by a Registered Auditor approved by IRBA or a Verification Agency accredited by SANAS.

5.4 A trust, consortium or joint venture, will qualify for points for their B-BBEE status level as a legal entity, provided that the entity submits their B-BBEE status level certificate.

5.5 A trust, consortium or joint venture will qualify for points for their B-BBEE status level as an unincorporated entity, provided that the entity submits their consolidated B-BBEE scorecard as if they were a group structure and that such a consolidated B-BBEE score-card is prepared for every separate bid.

5.6 Tertiary institutions and public entities will be required to submit their B-BBEE status level certificates in terms of the specialized scorecard contained in the B-BBEE Codes of Good Practice.

5.7 A person will not be awarded points for B-BBEE status level if it is indicated in the bid doc-uments that such a bidder intends sub-contracting more than 25% of the value of the con-tract to any other enterprise that does not qualify for at least the points that such a bidder qualifies for, unless the intended sub-contractor is an EME that has the capability and abil-ity to execute the sub-contract.

5.8 A person awarded a contract may not sub-contract more than 25% of the value of the con-tract to any other enterprise that does not have an equal or higher B-BBEE status level than the person concerned, unless the contract is sub-contracted to an EME that has the capability and ability to execute the sub-contract.

6. BID DECLARATION

6.1 Bidders who claim points in respect of B-BBEE Status Level of Contribution must com-plete the following:

7. B-BBEE STATUS LEVEL OF CONTRIBUTION CLAIMED IN TERMS OF PARA-GRAPHS 1.3.1.2 AND 5.1

7.1 B-BBEE Status Level of Contribution: = (maximum of 10 or 20 points)

(Points claimed in respect of paragraph 7.1 must be in accordance with the table reflected in paragraph 5.1 and must be substantiated by means of a B-BBEE certificate issued by a Verification Agency accredited by SANAS or a Registered Auditor approved by IRBA or an Accounting Officer as contemplated in the CCA).

8 SUB-CONTRACTING

8.1 Will any portion of the contract be sub-contracted? YES / NO (delete which is not ap -plicable)

8.1.1 If yes, indicate:(i) what percentage of the contract will be subcontracted? ............……………….…%(ii) the name of the sub-contractor?

………………………………………………………………………………………………(iii) the B-BBEE status level of the sub-contractor?

…………………………………………..(iv) whether the sub-contractor is an EME? YES / NO (delete which is not applicable)



9 DECLARATION WITH REGARD TO COMPANY/FIRM

9.1 Name of company/firm .............................................................................................

9.2 VAT registration number :............................................................................................

9.3 Company registration number …………………………………………………………………

9.4 TYPE OF COMPANY/ FIRM

Partnership/Joint Venture / Consortium One person business/sole propriety Close corporation Company (Pty) Limited[TICK APPLICABLE BOX]

9.5 DESCRIBE PRINCIPAL BUSINESS ACTIVITIES

………………………………………………………………………………………………………..………………………………………………………………………………………………………..………………………………………………………………………………………………………..

9.6 COMPANY CLASSIFICATION

Manufacturer Supplier Professional service provider Other service providers, e.g. transporter, etc.[TICK APPLICABLE BOX]

9.7 Total number of years the company/firm has been in business? ……………………………………

9.8 I/we, the undersigned, who is / are duly authorised to do so on behalf of the com-pany/firm, certify that the points claimed, based on the B-BBE status level of con-tribution indicated in paragraph 7 of the foregoing certificate, qualifies the com-pany/ firm for the preference(s) shown and I / we acknowledge that:

(i) The information furnished is true and correct;

(ii) The preference points claimed are in accordance with the General Condi-tions 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 paragraph 7, the contractor may be required to furnish document-ary proof to the satisfaction of the purchaser that the claims are correct;

(iv) If the B-BBEE status level of contribution has been claimed or obtained on a fraudulent basis or any of the conditions of contract have not been fulfilled, the purchaser may, in addition to any other remedy it may have –

(a) disqualify the person from the bidding 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) restrict the bidder or contractor, its shareholders and directors, or only the shareholders and directors who acted on a fraudulent basis, 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 for-ward the matter for criminal prosecution

WITNESSES:

1. ………………………………..

_____________________________SIGNATURE OF BIDDER (S)2. …………………………………

DATE:………………………………..

ADDRESS:…………………………………..

……………………………………….……….

…………………………………………………

Bid No: FAS/ZS/MCD/ COMPLANCE_WITH_CHANGES_IN_LEGISLATION/CON795 Fasset Bid Document


INVITATION TO BID

YOU ARE HEREBY INVITED TO BID FOR REQUIREMENT OF THE

All bidders must furnish the following particulars and include it in their submission(Failure to do so may result in your bid being disqualified)

Name of bidder:

Valid, original Tax Clearance Certificate submitted YES / NO

Postal address:

Street address:

Telephone number: Code Number

Cellular number:

Facsimile number: Code Number

e-Mail address:

In case of a consortium/joint venture, full details on consortium/joint venture members:

Entity nameVAT registration number

Tax Clearance Cer-tificate submitted YES / NO





Name of contracting entity in case of a consortium/joint venture

Entity name:

Postal address:

Street address:

Contact details of responsible person who will act on behalf of the entity/consortium/joint venture for this bid

Name and Surname


Cellular number:


e-Mail address:

Bid No: FAS/ZS/MCD/ COMPLANCE_WITH_CHANGES_IN_LEGISLATION/CON795 Fasset Bid Document


Contact details of alternative responsible person who will act on behalf of the person above should he/she not be available

Name and Surname


Cellular number:


e-Mail address:

Domicilium

Fasset chooses the following as its domicilium citandi et executandi for all purposes of and in connection with the final contract:

Fasset, Block A, Building 3, Ground Floor, 299 Pendoring Road, Blackheath, Randburg

The bidder must indicate its domicilium citandi et executandi for all purposes of and in connection with the final contract.

Confirmation

Are you the accredited representative in South Africa for the services offered by you: YES / NO

Declaration

I/We have examined the information provided in your bid documents and offer to undertake the work prescribed in ac-cordance with the requirements as set out in the bid document. The prices quoted in this bid are valid for the stipulated period. I/We confirm the availability of the proposed team members. We confirm that this bid will remain binding upon us and may be accepted by you at any time before the expiry date.

Signature of bidder:

Date:

Are you duly authorised to commit the bidder: YES / NO

Capacity under which this bid is signed

TOTAL BID PRICE (INCLUSIVE OF VAT)

CV TEMPLATE GUIDELINEProposed role in the project:

1. Family name

2. First name:

3. Date of birth:

4. Nationality

5. Education

Institution(Date from - Date to)

Degree(s) or Diploma(s) obtained

6. Membership of profes-sional bodies

7. Other skills (e.g. com-puter literacy, etc.)

8. Present position:

9. Years within the organ-isation:

10. Key qualifications (relev-ant to the project)

11. Professional experience

Date(From – To) (mm/yy)OrganisationLocationPositionDescription of duties

Date(From – To) (mm/yy)OrganisationLocationPositionDescription of duties

12. Other relevant informa-tion (e.g. Publications)

13. References

REQUEST FOR BID - fasset.org.za · Web viewYou can use Word Art, or a clip art image of a sign,...

Documents

Transcript of REQUEST FOR BID - fasset.org.za · Web viewYou can use Word Art, or a clip art image of a sign,...