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TENDER_Procurement of a Development Partner_Morula Mixed Housing Development Mabopane of 66

PROCUREMENT OF A DEVELOPMENT PARTNER

MORULA MIXED HOUSING DEVELOPMENT

MABOPANE

Tender Document

Tender Ref.: No: NWHC 09/2018 Dev_Partner-2018


REQUEST FOR PROPOSAL

BID NUMBER : NWHC 09/2018 VALIDITY PERIOD : 90 DAYS CLOSING TIME : 12H00 CLOSING DATE : 29 January 2019 NWHC 09/2018: INVITATION TO PARTICIPATE IN DEVELOPMENT PARTNER OF MORULA MIXED HOUSING DEVELOPMENT IN MABOPANE

1. Kindly furnish the Corporation with a proposal for services shown on the attached forms.

2. The conditions contained in the General Conditions of Contract (GCC), and the attached

bid forms, as well as any other conditions accompanying this request, are applicable. 3. No late, incomplete unsigned, submitted in pencil, faxed or emailed bids will be

considered. Bids received after the closing date and time are late and will as a rule not be acceptable for consideration.

4. A non-refundable fee of R200.00 is payable for this document.

5. The North West Housing Corporation reserve the right to award any proposal in whole

or in part to one or more service providers and does not bind itself to award the lowest bidder.

6. All the documents accompanying this request for proposal must be completed in detail

where applicable and sealed in an envelope clearly marked NWHC 09/2018-Dev-2018 and placed in the bid box at NWHC Office by no later than 12H00 on the 29 January 2019.

7. Documents will be available from the 08th January 2019 at a non-refundable fee of R200.00 payable at:- Bank Account : ABSA

Account Name : NORTH WEST HOUSING CORPORATION Account Number : 40-5508-6243 Branch Code : 632-005 Reference : NWHC 09/2018

Original Proof of Payments must be attached to the document upon return.

OFFICE OF THE CHIEF EXECUTIVE OFFICER

Street Theresa House, Corner of Nelson Mandela and North Street, Mahikeng

Postal Private Bag X38, Mmabatho, 2735

Tel (018) 381 0872 / 0922

Fax (018) 381 5847

Email [email protected]

http://@nwpg.gov.za


Part T1: Tendering procedures

Tender Document to Procure a Development Partner – Morula Mixed Housing Development. This document contains the Term of Reference, the Tender Data, the Returnable Documents, the Special Condition of Tender and the Contract Data


BID NO.: NWHC 09/2018_Dev_Partner_2018

T1.1 TENDER NOTICE / REQUEST FOR PROPOSALS

The North West Housing Corporation (NWHC) invites Proposals for a Housing Mixed Development in

Mabopane as further fully described in C3 Scope of Services hereof.

Only companies with proven track record in property development, who demonstrate the capacity to implement the project and source for funding are eligible to submit proposals.

FUNCTIONALITY CRITERIA POINTS ALLOCATION

A. Own Funding for Feasibility Studies and Bankable Business Case 10 Points

B. Experience of firm on Similar Projects 20 Points

C. Qualifications, Skills and Experience of Key Projects Resources 25 Points

D. Ability To Source Project Funding and Bring Equity 20 Points

E. Approach, Methodology , Conceptual Design and detailed Schedule on MS Project

10 Points

F. Dam water quality controlling of water Hyacinth 10 Points

G. High Level Budget Estimate 5 Points

TOTAL 100 Points

Only Bidders who obtain a minimum functionality threshold of 70 points will qualify to be further evaluated on price and B-BBEE in accordance with the PPPFA.

Documents are available from the National Treasury E-Tender Portal website from 08 January 2019

The Physical Address for delivery of Tender documents is:

Theresa House, Corner of Nelson Mandela and North Street

Mahikeng, 2745

Ground Floor, Reception Area

bid clarification meeting will be held on the 21 January 2019 at the address above at 14:H00


All Queries must be in writing only and may be addressed to e-mail to [email protected] No queries submitted after 29 January 2019 will be considered.

The closing date and time is: 29 January 2019 at 1200hrs.

Telegraphic, telephonic, telex, facsimile, e-mail and late Bids WILL NOT be accepted. Bids must only be submitted

on the original documentation that is issued by NWHC.

Requirements for sealing, addressing, delivery, opening and assessment of tenders are stated in the Tender

Data.

mailto:[email protected]


CONTACT DETAILS

All bidders must furnish the following particulars and include it in their submission

VAT registration number (if Applicable)

Tax Clearance Certificate submitted

YES / NO

Key Contact Person:

Telephone number: Code Number

Cellular number:

Facsimile number: Code Number

e-Mail address:

Alternative Key Contact Person:

Telephone number: Code Number

Cellular number:

Facsimile number: Code Number

e-Mail address:

Name of bidder:

Trading Name

Postal address:

Street address:


T1.2 TENDER DATA

T1.2.1 Background

The NWHC is governed by the PFMA and other applicable legislative frameworks. The organization is accountable to Parliament through the Department of Local Government and Human Settlements.

The mandate of the NWHC is to provide suitable accommodation through property development in community residential units, mixed residential units and other interventions.

The NWHC has representation in in the North West Province but seeks to expand its footprint to other provinces as well the Sub-Saharan Africa. The NWHC has the authority to go out on tender for goods and services and appoint any suitably qualified and competent service provider. Additional information with regards to the structure and functional activities of the NWHC can be obtained at its offices situated at Theresa House, Corner of Nelson Mandela and North Street, Mahikeng, 2745, Ground Floor, Reception Area by facsimile, email of telephone.

TENDER_Procurement of a Development Partner_Morula Mixed Housing Development Mabopane

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T1.2.2 Tender Details Tender Data (including special conditions of Tender)

The Standard Services Contract (latest) contained in the CIDB shall apply to this bid. The conditions of tender are the Standard Conditions of Tender as contained in Annex F of the CIDB Standard for Uniformity in Construction Procurement (January 2009) as published in Government Gazette No 31823, Board Notice 12 of 2009 of 30 January 2009.

The Standard Conditions of Tender make several references to the Tender Data for details that apply specifically to this tender. The Tender Data shall have precedence in the interpretation of any ambiguity or Inconsistency between it and the Standard Conditions of Tender. Each item of data given below is cross-referenced to the clause in the Standard Conditions of Tender to which it mainly applies.

Clause number

Tender Data

F.1.1 The employer is North West Housing Corporation (NWHC)

F.1.2 The Tender Documents issued by the Employer comprise the following documents:

THE TENDER Part T1: Tendering procedures

T1.1 - Tender notice and invitation to tender T1.2 - Tender data

Part T2: Returnable documents T2.1 - List of returnable documents T2.2 - Returnable schedules

Part C3: Scope of work C3 - Scope of work

F.1.3 NWHC’s contact person is:

Name: Newton Chirowa (Technical Questions) Name: Humphrey Bilankulu (Supplier Chain Questions) Address: Theresa House, Corner of Nelson Mandela and North Street,

Mahikeng, 2745 Tel: (018) 381 4967 / 4871 Fax: (018) 381 5847 Email: [email protected] [email protected]

mailto:[email protected]


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F.2.1 Tender submissions will only be accepted if the bidder has:

Description of Compulsory Returnable Document

1. Letter of good standing in terms of Compensation for Occupational

Injuries and Diseases Act, of 1993(COIDA); or Federated Employers

Mutual Assurance (FEMA) Insurance

2. Notarised Joint Venture Agreement (where applicable);

3. Proof of National Treasury (NT) Central Supplier Database Registration

i.e. submit a copy of CSD Master Registration Report;

4. Certified ID Copies of Directors or Members (in cases of sole proprietor,

partnerships and close corporation), not older than 3 (three) months from

the closing date.

5. Certified copy/copies of owner’s professional registration (should have 50%

plus one or above in ownership);

6. Fully completed and signed Standard Bidding Documents:

a. SBD 1: Invitation to Bid;

b. SBD 4: Declaration of Interest;

c. SBD 6.1: Preference points claim form in terms of the Preferential

Procurement Regulations, 2017;

d. SBD 8: Declaration of Bidder’s past supply chain

management practices; and

e. SBD 9: Certificate of Independent Bid Determination

Failure to comply with the above requirements will result in automatic

disqualification of the bid response.

Non-mandatory Returnable documents

1. B-BBEE

a. Certified copies of B-BBEEE Certificate issued by SANAS Accredited

Verification Agency Or

b. Sworn Affidavit in cases of EMEs and only those QSEs which are at

least 51% Black-owned as prescribed in terms of B-BBEE Codes of

Good Practice and in a format provided by the Department of Trade

& Industry.

c. NB: Certificates issued by IRBA and Accounting Officers, have been

discontinued.

2. Valid Tax Clearance Certificate or Tax compliance letter with a Unique Security

Personal Identification Number (PIN) in terms of the Electronic Tax

Compliance Status (TCS) System from SARS.


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F.2.3 There will be a compulsory site briefing session on the 21 January 2019 at 11:00H.

F.2.4 Alternative offers are not applicable.

F.2.5 Parts of each tender offer communicated on paper shall be submitted as an original and no copy.

F.2.5.1

The details and address for delivery of tender offers and identification details that are to be shown on each tender offer package are:

Location of tender box: Reception: Theresa House, Corner of Nelson Mandela and North

Street, Mahikeng, 2745

Physical address: Theresa House, Corner of Nelson Mandela and North Street,

Mahikeng, 2745 Identification details: Tenders must be submitted in a sealed envelope, the description and the bid number MUST be clearly marked. The Name and address of the Bidder MUST be clearly written at the back of the envelope. Bid reference number: BID No. NWHC 09/2018-Dev-Partner - 2018 Title of Tender: Procurement Of A Development Partner Morula Housing Development Closing date: 29 January 2018 Closing time of tender: 12h00

F.2.13.6 F.3.5

A two-envelope procedure is not required.

F.2.13.9 Telephonic, telegraphic, telex, facsimile, e-mailed and late tender offers WILL NOT be accepted.

F.2.15 The closing time for submission of tender offers is as stated in the Tender Notice and Invitation to Tender.

F.2.16 The tender offer validity period is 90 days from the closing date

F.3.4 Tenders will not be opened in public

F.3.11.5 Quality / functionality / technical evaluation will be applicable please refer to T.2.3 for details.

F.3.18 The number of paper copies of the signed contract to be provided by the employer is one.


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T1.2.3 Evaluation Procedure

Tender evaluation will be done as per the stages below:

Stage 1: Eligibility of Bidders.

Stage one (1) entails the process of ensuring compliance of the Bidders. Bidders shall submit all

mandatory returnable documents to qualify for stage two (2) of the evaluation processes. Failure to

submit any of the compulsory returnable documents will lead to automatic disqualification.

Table one (1) lists the compulsory returnable documents that shall be submitted by all Bidders to be

considered eligible for this tender. Certified copies of documents shall be submitted in original and not

older than 3 months from the closing date.

Table 1. List of Returnable Compulsory Documents

Item Description of Compulsory Returnable Document


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1

2

3

4

5

6

Letter of good standing in terms of Compensation for Occupational Injuries and Diseases

Act, of 1993(COIDA) or Federated Employers Mutual Assurance (FEMA) Insurance

Notarised Joint Venture Agreement (where applicable);

Proof of National Treasury (NT) Central Supplier Database Registration i.e. submit a copy

of CSD Master Registration Number (Supplier Number);

Certified ID Copies of Directors or Members (in cases of sole proprietor, partnerships and

close corporation), this must have been certified within three

(03) months;

Proof of registration with CIDB and NHBRC;

Copy of CIPC Documents;

Fully completed and signed Standard Bidding Documents:

a. SBD 1: Invitation to Bid;

b. SBD 4: Declaration of Interest;

c. SBD 6.1: Preference points claim form in terms of the Preferential Procurement

Regulations, 2017;

d. SBD 8: Declaration of Bidder’s past supply chain management practices; and

e. SBD 9: Certificate of Independent Bid Determination


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Stage 2: Evaluation on Functionality/Technical Requirements

Stage two (2) entails the process of evaluation of functionality/technical requirements. Only

bidders who meet the minimum threshold of 70 points and above of the total functionality will be

eligible to be in the panel.

The Table two (2) below, specify in detail the functionality/technical criteria to be considered under the

evaluation.

Table 2. Summary of Functionality /Quality Criteria

FUNCTIONALITY CRITERIA POINTS ALLOCATION

A. Own Funding for Feasibility Studies and Bankable Business Case 10 Points

B. Experience of firm on Similar Projects 20 Points

C. Qualifications, Skills and Experience of Key Projects Resources 25 Points

D. Ability To Source Project Funding and Bring Equity 20 Points

E. Approach, Methodology ,Conceptual Design and Detailed Schedule on MS Project

10 Points

F. Dam water quality controlling of water Hyacinth 10 Points

G. High Level Budget Estimate 5 Points

TOTAL 100 Points

A. OWN FUNDING FOR FEASIBILITY STUDIES AND BANKABLE BUSINESS CASE (10 points)

Turnover exceeded R50m p.a in last three years

It is a requirement by Treasury and the Department of Local Government and Human Settlements North

West Province, to which the NWHC is accountable, that we submit a bankable business case for them

to approve the project. Since the NWHC does not have funding to conduct the feasibility studies it is

therefore looking for a partner with the requisite skills and funding to conduct these studies and produce

the business case. The appointed partner will do this on risk.

N.B. SHOULD THE BUSINESS CASE BE APPROVED A PARTNERSHIP WITH THE COMPANY WILL BE

ENTERED INTO FOR THE SOLE PURPOSE OF THE PROJECT THROUGH A SPECIAL PURPOSE VEHICLE.

Ten (10) Points will be allocated for showing capacity to fund the project. It will be required to submit


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three year audited financial statements and to sign a letter of commitment to avail the funding to

conduct the necessary feasibility studies and producing the business case. The letter will clearly

exonerate the NWHC for any liability or claims for fees for the feasibility studies should the project be

rejected.

B BIDDER’S EXPERIENCE ON SIMILAR PROJECTS (20 points)

B1 - Relevant Experience on Similar Projects (15 points):

* Proven deep understanding of turnkey development and experience in mixed use housing precincts * Social Housing Development experience of over 1000 units in one precinct. * Track record of developing BNG housing projects of minimum 500 units * Willingness to build show village of different topologies at own cost.

Points are allocated for relevant experience on similar projects completed in the past 10 years. The

similarity refers to project of similar kind, complexity and value in terms of the CIDB categorization. In

support, Bidders are to submit letters of appointments, complete the “Project Experience” returnable

schedule and attach thereto scored and signed reference forms hereto attached from the client

confirming completion of such a project.

Evaluation points will be awarded in terms of the following table:

Table B1: Experience of firm on similar Projects

SUB CRITERIA 15 points POINTS

AWARDED

Bidder has no proof of projects in the past 10 years and does not have contactable references

0

Bidder has executed and completed at least 1 project in the past 10 years and supported by contactable references

2.5

Bidder has executed and completed at least 2 projects in the past 10 years and supported by contactable references

5


10


15

Total possible points for relevant experience of service provider 15

B2 - Client References (5 points):

Points are allocated for performance of the bidders on previous projects completed. Client Reference Scorecards” shall be submitted for scoring (see returnable schedules) for the projects listed on the abovementioned “Relevant Project Experience”


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Point will be awarded in terms of the following table:

Table B2: Client’s Reference on similar Projects

B2 - Evaluation sub-criteria: Client’s Reference (5 points)

Projects

Overall assessment by Client

Poor

Fair

Good

Excellent

Project A 0 0.25 0.75 1 Project B 0 0.25 0.75 1 Project C 0 0.25 0.75 1 Project D 0 0.25 0.75 1 Project E 0 0.25 0.75 1

Total number of points 0 1.25 3.75 5

C Qualification, skills and experience of key project resources (25 points)

Qualification of key personnel (10 points):

Points are allocated for professional qualifications, professional registration and experience of allocated

key personnel for the company under consideration. For each key personnel allocated to the project,

the bidders shall submit for following: Curriculum Vitae together with certified proof of qualifications

and professional registration.

Evaluation points will be awarded in terms of the following tables:

Table C1. Qualifications of Proposed Resources

C1 - Evaluation sub-criteria: Qualifications of proposed resources (10 points)

Name of Staff Member Qualification (10 points)

Degree Diploma Project Manager 2 1 Architect 2 1 Civil / Structural Engineer 2 1 Town Planner 2 1 Quantity Surveyor 2 1 Sub-total number of points 10 5


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Table C2. Professional Registration of Proposed Resources

C2 - Evaluation sub-criteria: Professional Registration of proposed resources (10 points)

Name of Staff Member Professional Registration

Professional Technologist None Project Manager 1 0.5 0 Architect 1 0.5 0 Civil / Structural Engineer 1 0.5 0 Town Planner 1 0.5 0 Quantity Surveyor 1 0.5 0

Sub-total number of points 5

2.5 0

Table C3. Experience of Proposed Resources

C3 – Evaluation sub-criteria: Experience of proposed key personnel (10 points)

Name of Proposed Personnel

Experience of proposed key personnel (10 points)

Between 1 - 4 Years

Between 5 - 6 Years

7 Years and above

Project Manager 0.5 1 2 Architect 0.5 1 2 Civil / Structural Engineer 0.5 1 2 Town Planner 0.5 1 2 Quantity Surveyor 0.5 1 2 Sub-total number of points 2.5 5 10

D. EVALUATION SCHEDULE: ABILITY TO SOURCE PROJECT FUNDING AND BRING EQUITY (10 POINTS)

Evaluation on ability to source funding based on similar projects successfully implemented with

proof attached is as indicated in the Table D1 below. Ability to bring equity for the project will be

evaluated as indicated in table D2 below

Table D1. Ability to Source project Funding

D1 – Evaluation sub-criteria: Ability to source funding (10 points)

Number of Projects Ability to source funding (1 points)

1 Project 1 2 Projects 4 3 Projects 6 4 Projects 8 5 Projects 10 Sub-total number of points 10


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Table D2. Ability to Bring Equity Funding

D2 – Evaluation sub-criteria: Ability to source funding (10 points)

Amount (R Millions) Ability to source funding (1 points)

R20 - R 40 2 R40 - R60 4 R60 - R80 6 R80 - R100 8 More than R100m 10 Sub-total number of points 10

N.B The developer must give proof of the source of the available equity funding.

E. EVALUATION SCHEDULE: APPROACH, METHODOLOGY AND CONCEPTUAL DESIGN (10 POINTS), PROJECT PLAN (MS Projects)

Points are allocated as indicated in the table below with particular emphasis on providing a

concept design drawing and articulating on the property maintenance plan. Points will be allocated

based on showing the outcomes of each of the stages detailed in the table below.

Table E1. Approach, methodology and conceptual design, detailed schedule on MS Project

E1 – Expected work package outcomes (5 points)

Expected work package outcomes Expected work package outcomes (5 points)

Scope of Feasibility Studies and Risks 1 Inception 0.5 Concept and Viability 0.5 Design Development 0.5 Documentation and Quality Management 0.5 Execution and Acceptance 0.5 Close Out 0.5 Operation and Maintenance 1

Sub-total number of points 5


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E 2. EVALUATION SCHEDULE: DAM WATER QUALITY CONTROLLING OF WATER HYACINTH (10 POINTS) - WATER

Points will be allocated for producing a detailed schedule of works which shows an understanding

of the work packages and their sequence on a Gantt chart.

Table E2. Detailed schedule of activities on MS Project

E2 – Detailed schedule of activities on MS Project (5 points)

Work Activities Detailed schedule of activities (5 points)

Scope of Feasibility Studies and Risks 1 Inception 0.5 Concept and Viability 0.5 Design Development 0.5 Documentation and Quality Management 0.5 Execution and Acceptance 0.5 Close Out 0.5 Operation and Maintenance 1 Sub-total number of points 5

F. DAM WATER QUALITY CONTROLLING OF WATER HYACINTH (10 POINTS) - The bidders must have be able to demonstrate the ability to clear the water HYACINTH and preserve the dam water condition

Table F1 Dam water quality controlling water hyacinth (10 points)

F1 – DAM WATER QUALITY CONTROLLING WATER HYANCINTH (10 points)

Detailed water quality control Plans Detailed plans (10 Points)

Detailed plan to clear the HYACINTH 5 Detailed plan to preserve the water dam 5 Total Points 10


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G. WATER EVALUATION SCHEDULE: HIGH LEVEL BUDGET ESTIMATE (5 POINTS) Points will be allocated for showing detailed costing for each of the stages listed on the table

below.

Table G1. High level budget estimates

G1 – High Level budget estimates (5 points)

High level budget estimates High level budgets (5 points)

Scope of Feasibility Studies and Risks 1 Inception 0.5 Concept and Viability 0.5 Design Development 0.5 Documentation and Quality Management 0.5 Execution and Acceptance 0.5 Close Out 0.5 Operation and Maintenance 1 Sub-total number of points 5

Stage 3: Evaluation on the 90/10 Preference Points system

Stage 3 entails the process of evaluation on price and B-BBEE based on the 80/20 or 90/10 Preference

Points system as stipulated by the Preferential Procurement Policy Framework Act (PPPFA).


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Part T2.1 Returnable Schedule

Important note to Bidder: The relevant supporting documents to the organisation tendering i.e. Registration Certificates for Companies, Close Corporations and Partnerships, or Notarized Joint Ventures Agreement, or ID documents for Sole Proprietors, all as referred to in the foregoing forms listed, must be inserted here

INSERT HERE


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T2.A1 AUTHORITY TO SIGN A BID

Fill in the relevant portion applicable to the type of organisation

A. COMPANIES

If a Bidder is a company, a certified copy of the resolution by the board of directors, personally signed by

the chairperson of the board, authorising the person who signs this bid to do so, as well as to sign any

contract resulting from this bid and any other documents and correspondence in connection with this bid

and/or contract on behalf of the company must be submitted with this bid, that is before the closing time

and date of the bid

AUTHORITY BY BOARD OF DIRECTORS

By resolution passed by the Board of Directors

on… ...................................... 20......………………..

Mr/Mrs....................................................................................................... (Whose signature

Appears below) has been duly authorised to sign all documents in connection with this bid on behalf of

(Name of Company) ……………………………………….................................................................

IN HIS/HER CAPACITY AS: ……..................................................................................

SIGNED ON BEHALF OF COMPANY: ........................................................................ (PRINT

NAME)

DATE: ……..........

B. SOLE PROPRIETOR (ONE - PERSON BUSINESS)

I, the undersigned..............................................................................

Hereby confirm that I am the sole owner of the business trading as

.....................................................................................................................................

.........................................................

DATE


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C. PARTNERSHIP

The following particulars in respect of every partner must be furnished and signed by every

partner:

We, the partners in the business trading as...........................................

hereby authorise........................................................................

to sign this bid as well as any contract resulting from the bid and any other documents and correspondence

in connection with this bid and /or contract on behalf of

Full name of partner Residential address Signature Date

D. CLOSE CORPORATION

In the case of a close corporation submitting a bid, a certified copy of the Founding Statement of such

corporation shall be included with the bid, together with the resolution by its members authorising a

member or other official of the corporation to sign the documents on their behalf.

By resolution of members at a meeting on ................................. 20........... at

……………………………..…….........

Mr/Ms..................................................................................., whose signature appears below,

has been authorised to sign all documents in connection with this bid on behalf of (Name of Close

Corporation)

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

..................................................................................................

SIGNED ON BEHALF OF CLOSE CORPORATION: ……………………………………………… (PRINT NAME)

IN HIS/HER CAPACITY AS............................................................. DATE: ................


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SIGNATURE OF SIGNATORY:.........................................................


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E. CO-OPERATIVE

A certified copy of the Constitution of the co-operative must be included with the bid, together with the

resolution by its members authoring a member or other official of the co-operative to sign the bid

documents on their behalf.

By resolution of members at a meeting on ...............................……... 20....... At

………….…….…...............

Mr/Ms..................................................................................., whose signature appears below,

has been authorised to sign all documents in connection with this bid on behalf of (Name of co-

operative)................................................................………………………………………………

SIGNATURE OF AUTHORISED REPRESENTATIVE/SIGNATORY:

.................................................................................................

IN HIS/HER CAPACITY

AS:................................................................…………………………… DATE:

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

SIGNED ON BEHALF OF CO-OPERATIVE:....................................................

NAME IN BLOCK LETTERS:…………………………………………………………………………..

F. CERTIFICATE OF AUTHORITY FOR JOINT VENTURES

This Returnable Schedule is to be completed by EACH member of a joint venture submitting a tender.

We, the undersigned, are submitting this tender offer in Joint Venture and hereby authorise

Mr/Ms…………………………………………………………………,

authorised signatory of the Company………………………………………

acting in the capacity of lead JV partner, to sign all documents in connection with the tender offer

and any contract resulting from it on our behalf as a joint venture.

NAME OF JV ORGANISATION………………………………………………………………………………………………………………

ADDRESS:……………………………………………………………………………………………………………………………………………

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

DULY AUTHORISED SIGNATORY NAME ........……………………………………………………………………………………….


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DESIGNATION:…………………………………………………………………………SIGNATURE………………………………….

DATE:……………………….


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T2.A4 DECLARATION OF INTEREST (SBD 4)

1. Any legal person, including persons employed by the state*, 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 invitation to bid (includes a price quotation, advertised competitive bid, limited

bid or proposal). In view of possible allegations of favouritism, should the resulting bid, or part

thereof, be awarded 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 evaluating/adjudicating authority and/or take an oath

declaring his/her interest, where-

- the bidder is employed by the state; and/or

- 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, shareholder etc.):

………………………………………………

2.4 Company Registration Number:

………………………………………………………………………..…….

2.5 Tax Reference Number:

………………………………………………………………………………….…

2.6 VAT Registration Number:

………………………………………………………………………………....

* “State” means –

(a) any national or provincial department, national or provincial public entity or constitutional


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institution within the meaning of the Public Finance Management Act, 1999 (Act No. 1 of

1999);

(b) any municipality or municipal entity;


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(c) provincial legislature;

(d) national Assembly or the national Council of provinces; or

(e) Parliament.

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 / shareholder/ member:

……....…………………………………………………………………

Name of state institution to which the person is connected:

………………………………………………………………………….

Position occupied in the state institution:

………………………………………………………………………….

Any other particulars:

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

………………………………………………………………….......

……………………………………………………………………….

2.8 Did you or your spouse, or any of the company’s directors / YES

/ NO shareholders / members or their spouses conduct

business with the state in the previous twelve months?

2.8.1 If so, furnish particulars:

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

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

YES/NO 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?

2.9.1 If so, furnish particulars. …………………………………………………………………

…………………………………………………………………


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………………………………………………………………….

2.10 Are you, or any person connected with the bidder, YES / NO aware of any relationship (family, friend, other) between the bidder and any person employed by the state who may be involved with the evaluation and or adjudication of this bid?

2.10.1 If so, furnish particulars. ………………………………………………………………… ………………………………………………………………… ………………………………………………………………

-3-

2.11 Do you or any of the directors /shareholders/ members of YES / NO the company have any interest in any other

related Companies whether or not they are bidding for this contract?


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

DECLARATION

I, THE UNDERSIGNED (NAME)………………………………………………………………………

CERTIFY THAT THE INFORMATION FURNISHED IN PARAGRAPHS 2.1 TO 2.11.1 ABOVE IS CORRECT.

I ACCEPT THAT THE STATE MAY ACT AGAINST ME IN TERMS OF PARAGRAPH 23 OF THE GENERAL CONDITIONS OF CONTRACT SHOULD THIS DECLARATION PROVE TO BE FALSE.

………………………………….. ..…………………………… Signature Date

Position……………………………. Name of bidder…………………………


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T2.A5 PREFERENCE POINTS CLAIM FORM IN TERMS OF THE

PREFERENTIAL PROCUREMENT REGULATIONS 2017 (SBD 6.1)

This preference form must form part of all bids invited. It contains general information and serves as a claim form for preference points for Broad-Based Black Economic Empowerment (B-BBEE) Status Level of Contribution

NB: BEFORE COMPLETING THIS FORM, BIDDERS MUST STUDY THE GENERAL CONDITIONS, DEFINITIONS AND DIRECTIVES APPLICABLE IN RESPECT OF B-BBEE, AS PRESCRIBED IN THE PREFERENTIAL PROCUREMENT REGULATIONS, 2017.

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 R50 000 000 (all applicable taxes included); and - the 90/10 system for requirements with a Rand value above R50 000 000 (all applicable taxes included).

1.2

a) The value of this bid is estimated to not exceed R50 000 000 (all applicable taxes included) and therefore the 80/20 preference point system shall be applicable; or

b) Either the 80/20 or 90/10 preference point system will be applicable to this tender (delete whichever is not applicable for this tender).

1.3 Points for this bid shall be awarded for:

(a) Price; and

(b) B-BBEE Status Level of Contributor.

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

POINTS

PRICE 90

B-BBEE STATUS LEVEL OF CONTRIBUTOR 10

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

1.5 Failure on the part of a bidder to submit proof of B-BBEE Status level of contributor together with the

bid, will be interpreted to mean that preference points for B-BBEE status level of contribution are not claimed.

1.6 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

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

(b) “B-BBEE status level of contributor” means the B-BBEE status of an entity in terms of a code of good practice on black economic empowerment, issued in terms of section 9(1) of the Broad-Based Black Economic Empowerment Act;

(c) “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 goods or services, through price quotations, advertised competitive bidding processes or proposals;

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


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(e) “EME” means an Exempted Micro Enterprise in terms of a code of good practice on

black economic empowerment issued in terms of section 9 (1) of the Broad-Based Black Economic Empowerment Act;

(f) “functionality” means the ability of a tenderer to provide goods or services in accordance with specifications as set out in the tender documents.

(g) “prices” includes all applicable taxes less all unconditional discounts;

(h) “proof of B-BBEE status level of contributor” means:

1) BBBEE Status level certificate issued by an authorized body or person;

2) A sworn affidavit as prescribed by the B-BBEE Codes of Good Practice;

3) Any other requirement prescribed in terms of the B-BBEE Act;

(i) “QSE” means a qualifying small business enterprise in terms of a code of good practice on black economic empowerment issued in terms of section 9 (1) of the Broad-Based Black Economic Empowerment Act;

(j) “rand value” means the total estimated value of a contract in Rand, calculated at the time of bid invitation, and includes all applicable taxes;

3. POINTS AWARDED FOR PRICE

3.1 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−𝑃𝑚𝑖𝑛

𝑃𝑚𝑖𝑛) or Ps =

90(1 −𝑃𝑡−𝑃𝑚𝑖𝑛

𝑃𝑚𝑖𝑛)

Where

Ps = Points scored for price of bid under consideration

Pt = Price of bid under consideration

Pmin = Price of lowest acceptable bid

4. POINTS AWARDED FOR B-BBEE STATUS LEVEL OF CONTRIBUTOR

4.1 In terms of Regulation 6 (2) and 7 (2) of the Preferential Procurement Regulations, preference points must be awarded to a bidder for attaining the B-BBEE status level of contribution 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 20

2 9 18

3 6 14

4 5 12

5 4 8

6 3 6


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7 2 4

8 1 2

Non-compliant contributor 0 0


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5. BID DECLARATION

5.1 Bidders who claim points in respect of B-BBEE Status Level of Contribution must complete the following:

6. B-BBEE STATUS LEVEL OF CONTRIBUTOR CLAIMED IN TERMS OF PARAGRAPHS 1.4 AND 4.1

6.1 B-BBEE Status Level of Contributor: . = ………(maximum of 10 or 20 points)

(Points claimed in respect of paragraph 7.1 must be in accordance with the table reflected in paragraph 4.1 and must be substantiated by relevant proof of B-BBEE status level of contributor.

7. SUB-CONTRACTING

7.1 Will any portion of the contract be sub-contracted?

(Tick applicable box)

YES NO

7.1.1 If yes, indicate:

i) What percentage of the contract will be

ii) Subcontracted............…………….…………%

iii) The name of the sub-contractor……………………………………………..

iv) The B-BBEE status level of the sub-contractor........................................

v) Whether the sub-contractor is an EME or QSE (Tick applicable box)

YES NO

vi) Specify, by ticking the appropriate box, if subcontracting with an enterprise in terms of

Preferential Procurement Regulations,2017:

Designated Group: An EME or QSE which is at last 51% owned by: EME

√

QSE

√

Black people

Black people who are youth

Black people who are women

Black people with disabilities

Black people living in rural or underdeveloped areas or townships

Cooperative owned by black people

Black people who are military veterans

OR


Page 32 of 66

Any EME

Any QSE


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8. DECLARATION WITH REGARD TO COMPANY/FIRM

8.1 Name of company/firm:…………………………………………………………….

8.2 VAT registration number:……………………………………….………………….

8.3 Company registration number:…………….……………………….……………..

8.4 TYPE OF COMPANY/ FIRM

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

8.5 DESCRIBE PRINCIPAL BUSINESS ACTIVITIES

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

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

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

8.6 COMPANY CLASSIFICATION

Manufacturer Supplier

Professional service provider

Other service providers, e.g. transporter, etc. [TICK APPLICABLE BOX]

8.7 Total number of years the company/firm has been in business:…………………

8.8 I/we, the undersigned, who is / are duly authorised to do so on behalf of the company/firm, certify

that the points claimed, based on the B-BBE status level of contributor indicated in paragraphs 1.4

and 6.1 of the foregoing certificate, qualifies the company/ 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 Conditions 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 paragraphs 1.4 and 6.1, the contractor may be required to furnish documentary proof to the satisfaction of the purchaser that the claims are correct;

iv) If the B-BBEE status level of contributor 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;


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(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) recommend that the bidder or contractor, its shareholders and directors, or only the shareholders and directors who acted on a


Page 35 of 66

fraudulent basis, be restricted by the National Treasury 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

(e) forward the matter for criminal prosecution.

WITNESSES

1. ……………………………………..

2. ……………………………………. …………………………………..

…………………………………..

…………………………………..

…………………………………..

DATE:

ADDRESS

………………………………………. SIGNATURE(S) OF BIDDERS(S)


Page 36 of 66

T2.A6 DECLARATION OF BIDDER’S PAST SUPPLY CHAIN

MANAGEMENT PRACTICES (SBD 8)

(To be completed by Bidder)

DECLARATION OF BIDDER’S PAST SUPPLY CHAIN MANAGEMENT PRACTICES

1 This Standard Bidding Document must form part of all bids invited.

2 It serves as a declaration to be used by institutions in ensuring that when goods and services are being

procured, all reasonable steps are taken to combat the abuse of the supply chain management

system.

3 The bid of any bidder may be disregarded if that bidder, or any of its directors have-

a. abused the institution’s supply chain management system;

b. committed fraud or any other improper conduct in relation to such system; or

c. failed to perform on any previous contract.

4 In order to give effect to the above, the following questionnaire must be completed and submitted

with the bid.

Item Question Yes No

4.1 Is the bidder or any of its directors listed on the National Treasury’s database as companies or persons prohibited from doing business with the public sector?

(Companies or persons who are listed on this database were informed in writing of this restriction by the National Treasury after the audi alteram partem rule was applied).

Yes No


4.2 Is the bidder or any of its directors listed on the Register for Tender

Defaulters

in terms of section 29 of the Prevention and Combating of Corrupt Activities Act (No 12 of 2004)?

To access this Register enter the National Treasury’s website, www.treasury.gov.za, click on the icon

“Register for Tender Defaulters” or submit your written request for a hard copy of the Register to facsimile number (012) 3265445.

Yes No

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


Page 37 of 66



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4.3 Was the bidder or any of its directors convicted by a court of law (including a court

outside of the Republic of South Africa) for fraud or corruption during the

past five years?

Yes No


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

Yes No


SBD 8

CERTIFICATION

I, THE UNDERSIGNED (FULL NAME)………………………………………………… CERTIFY THAT THE INFORMATION FURNISHED ON THIS DECLARATION FORM IS TRUE AND CORRECT.

I ACCEPT THAT, IN ADDITION TO CANCELLATION OF A CONTRACT, ACTION MAY BE TAKEN AGAINST ME

SHOULD THIS DECLARATION PROVE TO BE FALSE.

………………………………………... ………………………….. Signature Date

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


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T2.A7 CERTIFICATE OF INDEPENDENT BID DETERMINATION (SBD 9)

CERTIFICATE OF INDEPENDENT BID DETERMINATION

I, the undersigned, in submitting the accompanying bid:

(Bid

Number and Description)

in response to the invitation for the bid made by:

(Name of Institution)

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

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 accompanying bid, on behalf of

the bidder;

4. Each person whose signature appears on the accompanying bid has been authorized 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:

(a) has been requested to submit a bid in response to this bid invitation;

(b) could potentially submit a bid in response to this bid invitation, based on their

qualifications, abilities or experience; and

(c) provides the same goods and services as the bidder and/or is in the same line of

business as the bidder


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6. The bidder has arrived at the accompanying bid independently from, and without consultation,

communication, agreement or arrangement with any competitor. However communication between

partners in a joint venture or consortium will not

no consultation, communication, agreement or arrangement with any competitor ³ be

construed as collusive bidding.

7. In particular, without limiting the generality of paragraphs 6 above, there has been

regarding:

(a) prices;

(b) geographical area where product or service will be rendered (market

allocation)

(c) methods, factors or formulas used to calculate prices;

(d) the intention or decision to submit or not to submit, a bid;

(e) the submission of a bid which does not meet the specifications and conditions of the

bid; or

(f) 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

9. and conditions or delivery particulars of the products or services to which this bid invitation relates.

10. 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.

11. 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 Prosecuting

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.


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³ 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.

……………………… ……………………………

Signature Date

……………………… ………………………………

Position Name of Bidder


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T2.A9 PROOF OF REGISTRATION WITH THE CIDB AND NHBRC

Attached hereto is our original certified copies of registration with the CIDB and NHBRC. My failure to submit the copy with my / our tender document will lead to the conclusion that I am / we are not registered, and as such, the bid will be automatically disqualified.


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T2.A10 COPY OF A LETTER OF GOODSTANDING WITH

COMPENSATION FOR OCCUPATIONAL AND INJURIES DISEASE ACT (COIDA)

REGISTRATION CERTIFICATE

Attached hereto is my / our certified copy of LETTER of good standing with the Compensation for Occupational Injuries and Diseases, e.g. letter of good standing. My / our failure to submit the certificate with your tender offer will lead to the conclusion that your entity/ company is not registered with COIDA, and therefore, the bid will be automatically disqualified.


Page 44 of 66

T2.A12 LIST OF ALL SHAREHOLDERS/DIRECTORS WITH ORIGINAL

CERTIFIED COPIES OF THEIR IDS

[List of all shareholders/directors of the company or the consortium/joint venture with the original

certified copies of shareholders’ / directors’ ID to be inserted here]

Attached hereto is the List of all shareholders/directors of the company or the consortium/joint venture

with the original certified copy of shareholders’ / directors’ IDs (in cases of sole proprietor, partnerships

and close corporation). Failure to submit the foresaid documentation will lead to disqualification.


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T2.A13 COPY OF JOINT VENTURE AGREEMENT (IF

APPLICABLE)

Attached hereto is a signed certified copy of our notarised Joint Venture Agreement. Our failure to submit the copy with our tender document will lead to the conclusion that there is no joint venture agreement, and as such, our bid will be disqualified

(Attach the notarised joint venture agreement here)


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REQUIRED RETURNABLE QUALITY / FUNCTIONALITY

EVALUATION DOCUMENTS


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T.14 QUALITY EVALUATION SCHEDULE: OWN FUNDING FOR FEASIBILITY STUDIES AND BANKABLE BUSINESS CASE

Attached hereto is a letter of commitment to avail funding for feasibility studies and bankable business case. The letter must clearly state the NWHC will not be liable for any claims should the project be rejected by the Department of Local Government and Human Settlements North West Province and Treasury. Failure to submit the letter with our tender document will lead to the conclusion that there is capacity, and as such, our bid will be disqualified

(Attach the signed letter here)

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T. 15: FIRM’S EXPERIENCE ON SIMILAR PROJECTS

The Bidder shall provide details of his relevant experience on similar scale projects above implemented in the past 5 years. In support tenderers are to complete the

“Project Experience” schedule below and attach thereto copies of (a) Letters of Appointment, and (b) one or all the relevant Completion Certificates.

PROJECT NAME

BRIEF PROJECT DESCRIPTION

Client Details PROJECT VALUE (Including VAT)

START DATE

COMPLETION DATE Name Telephone Email

A

B

C

D

E

TENDER_Procurement of a Development Partner_Morula Mixed Housing Development Mabopane TENDER_Procurement of a Development Partner_Morula Mixed Housing Development Mabopane

Page 39 of 66 Page 39 of 66 of 66

T.16A REFERENCE ON EXPERIENCE ON SIMILAR PROJECTS

The Bidder shall provide details of his performance on each of the previous projects listed in the “Relevant Experience” returnable schedule. “Client Reference Scorecards” will be completed by each of the respective Clients for the projects listed in the “Relevant Experience” returnable schedule.

REPORT ON BIDDER’S COMPETENCE & PERFORMANCE ON A SIMILAR PROJECT FOR TENDER RECOMMENDATION

PURPOSES

The following are to be completed by the Client for the projects listed above and is to be supported in each case by a (i)

Signed Appointment Letter and (ii) Signed Scoring Form (the form issued to the Bidder below).

Type of Project: ………………………………………………………………………………………………………………

Client: . ..................................................................................................................................

Contract Amount: ................................................................................................................

Contract Duration: ...............................................................................................................

Actual Contract Duration:……………………………………………………………………………………………….

RATE SERVICE PROVIDER ON THEIR OVERALL PERFORMANCE

DESCRIPTION

SCORE

TICK APPROPRIATE SCORING

Excellent 2

Good 1.6

Fair 1

Poor 0

Any other remarks considered necessary to assist in evaluation of the Service Provider?

...................................................................................................................................................................

...................................................................................................................................................................

Client’s contact person: ..........................................................................................................................

Telephone: ...............................................................................................................................................

I hereby declare that to the best of my knowledge, information completed above is true and correct and I

understand that I will be held responsible for any misrepresentation.

Client Signature: .......................................... Date: ...............................................

PROJECT A:



T. 16B EVALUATION SCHEDULE: EXPERIENCE ON SIMILAR PROJECTS REFERENCES



PURPOSES



Type of Project: ……………………………………………………………………………………………………………...

Client: . ..................................................................................................................................

Contract Amount: ................................................................................................................


Actual Contract Duration:…………………………………………………………………………………………………

RATE THE SERVICE PROVIDER ON THEIR OVERALL PERFORMANCE

DESCRIPTION

SCORE


Excellent 2

Good 1.6

Fair 1

Poor 0


...................................................................................................................................................................

...................................................................................................................................................................


Telephone: ...............................................................................................................................................




PROJECT B:



T. 16C EVALUATION SCHEDULE: EXPERIENCE ON SIMILAR PROJECTS REFERENCES



PURPOSES



Type of Project: ……………………………………………………………………………………………………………..

Client: . ..................................................................................................................................

Contract Amount: ................................................................................................................


Actual Contract Duration:………………………………………………………………………………………………...

RATE THE SERVICE PROVIDER ON THEIR OVERALL PERFORMANCE

DESCRIPTION

SCORE


Excellent 2

Good 1.6

Satisfactory 1

Poor 0


...................................................................................................................................................................

...................................................................................................................................................................


Telephone: ...............................................................................................................................................




PROJECT C:



T.16D EVALUATION SCHEDULE: EXPERIENCE ON SIMILAR PROJECTS REFERENCES



PURPOSES



Type of Project: ………………………………………………………………………………………………………………

Client: . ..................................................................................................................................

Contract Amount: ................................................................................................................


Actual Contract Duration:………………………………………………………………………………………………..


DESCRIPTION

SCORE


Excellent 2

Good 1.6

Fair 1

Poor 0


...................................................................................................................................................................

...................................................................................................................................................................


Telephone: ...............................................................................................................................................




PROJECT D:



T.16E EVALUATION SCHEDULE: EXPERIENCE ON SIMILAR PROJECTS REFERENCES



PURPOSES

The following are to be completed by the Client for the projects listed above and is to be supported in each case by

a (i) Signed Appointment Letter and (ii) Signed Scoring Form (the form issued to the Bidder below).

Type of Project: ……………………………………………………………………………………………………………...

Client: . ..................................................................................................................................

Contract Amount: ................................................................................................................


Actual Contract Duration:………………………………………………………………………………………………...


DESCRIPTION

SCORE


Excellent 2

Good 1.6

Fair 1

Poor 0


...................................................................................................................................................................

...................................................................................................................................................................


Telephone: ...............................................................................................................................................




PROJECT E:

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T17 QUALITY EVALUATION SCHEDULE: KEY PERSONNEL ASSIGNED TO THE WORK

The Bidder shall list below the personnel that he intends to utilize on the Works, including key personnel that may have to be brought in from outside if not available locally. The proposed personnel cannot be replaced without an approval of the employer.

KEY PERSONNEL SCHEDULE

NO. KEY PERSON NAME PROPOSED FUNCTION PROFESSIONAL REGISTRATION YEARS OF EXPERIENCE

1.

2.

3.

4.

5

Insert in the table below the key personnel and their proposed function

of 48 TENDER_Procurement of a Development Partner_Morula Mixed Housing Development Mabopane

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T. 18: EXPERIENCE OF PROJECT TEAM AND DELIVERABLES

PROJECT TEAM CVS

The experience of each key person, relevant to the

scope of work, will be evaluated from three different

points of view:

1) General experience (total duration of professional

activity), in the specific sector, field, subject, etc.

which is directly linked to the scope of work;

2) Qualifications in the relevant field or sector; and

3) Professional registration with a professional body in

the specific sector, field, subject, etc., which is

directly linked to the scope of work.

A CV of each key person of not more than three

(3) pages should be attached to this schedule.

Each CV should be structured under the following

headings:

1 Personal particulars

- name

- date and place of birth

- place (s) of tertiary education and dates associated therewith

- professional awards

2 Qualifications (degrees, diplomas, certificates,

grades of membership of professional societies

and professional registrations)

3 Name of current employer and position in enterprise

4 Overview of post graduate / diploma experience (year, organization and position)

5 Outline of recent assignments experience that has a bearing on the scope of work. The scoring of the

experience of key staff will be as follows as detailed in Table 1 to 3 above.

The undersigned, who warrants that he / she is duly authorised to do so on behalf of the enterprise, confirms that the contents of this schedule are within my personal knowledge and are to the best of my belief both true and correct.

of 48 TENDER_Procurement of a Development Partner_Morula Mixed Housing Development Mabopane

Page 37 of 66

Signed Date

Name

Position

Bidder

(CVs, certified copies of qualifications and professional registration of the above personnel to be attached here).

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T.19 EVALUATION SCHEDULE: ABILITY TO SOURCE FUNDING AND BRING EQUITY

The Bidder shall attach three year audited financial statements which shows that the bidder has the capacity to source funding based on their book value as well as any support letters from previous funders on similar projects previously implemented. The Development Partner must also indicate its ability to bring equity funding to the project since the NWHC will do the same by providing land for implementation of the project. Failure to submit any documentation will lead to the conclusion that the firm does not have the capacity to source funding and as such the bid will be disqualified.

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T.20 EVALUATION SCHEDULE: APROACH, METHODOLOGY AND CONCEPTUAL DESIGN

The Bidder shall attach a detailed approach, methodology and a conceptual design which will show understanding of the scope of feasibility studies to be conducted, the methodology to be used during implementation as well as a concept design of the project. Failure to submit this will lead to a conclusion that the Bidder does the capacity to successfully implement the project and as such the bidder will be disqualified.

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T.21 EVALUATION SCHEDULE: DETAILED SCHEDULE ON MS PROJECT

The Bidder shall attach a detailed schedule of works on MS Project to be carried out which shows sequencing of work activities an well as the timelines for carrying out the works from conducting feasibility studies through all the standard project stages until close out and hand over. Failure to submit this will lead to a conclusion that the Bidder does not have the capacity to successfully implement the project and as such the bidder will be disqualified

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T.22 EVALUATION SCHEDULE: HIGH LEVEL BUDGET ESTIMATE

The Bidder shall attach a high level budget estimate from conducting feasibility, project implementation and also include the professional fees. Failure to submit this will lead to a conclusion that the Bidder does not have the capacity to successfully implement the project and as such the bidder will be disqualified

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THE CONTRACT

Part C1: Agreements and Contract data

C1.2 Contract data

C1.3 Special Conditions of Contract

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Page 43 of 66

C1.2 Contract Data

This services contract is based upon the PROCSA Standard Professional Services Contract and or CIDB general conditions of contract and or JBCC (latest edition) and service providers are advised to read it in order to understand the implications. Any amendments to the standard agreement will be issued when required for the project.

Part C3: SCOPE OF SERVICES

C3.1 Employer’s objectives

The objective of this tender is to invite and appoint a suitable and capable Professional Service Provider an

Property Development Partner to speedily and successfully implement the conducting of feasibility studies,

produce a business case and develop detailed design drawings, carry out the construction administration

and closeout of Morula Housing Development.

The development partner must be able to come up with equity funding in addition to assisting with the

sourcing of funding for the project. NWHC will come up with the land which will form part of its equity

contribution to the project after it has been valuated.

The Service Provider shall provide “NORMAL” professional services as detailed in the Government Gazette

of each discipline, where applicable and any other services related to the scope of work in the built

environment which may reasonably be required for the successful completion of property development

project.

The Service Provider shall provide suitably qualified, registered and experienced personnel to undertake

assignments relating to the delivery of the project during the Period of Performance.

Consultants will be appointed for stages 1 – 6, and will be expected to perform all activities and submit all

deliverables as described in the Government Gazette for each discipline, unless otherwise instructed in

writing by the employer to exclude some.

C3.2 General Requirements

C3.2.1 Services

The Services required shall generally be all “Normal Services” as defined in the Government Gazette/s,

unless otherwise reduced in writing.

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Part C5: NOTES TO BIDDERS

This section outlines basic requirements that must be met. Failure to comply with these requirements or part thereof will result in your proposal being excluded from the evaluation process.

a) This Request for Proposals (RFP) does not constitute an offer or recommendation to enter into such transaction.

b) The NWHC reserves the right to amend, modify or withdraw this RFP if deemed necessary. c) Neither the NWHC nor any of their respective directors, officers, employees, agents, representatives

or advisors will assume any obligation for any costs or expenses incurred by any party in or associated with preparing or submitting a bid in response to the expression of interest.

d) The NWHC and its advisors may rely on a Bid as being accurate and comprehensive in relation to the information and proposals provided therein by the Bidders.

e) All Bids submitted to the NWHC will become the property of the NWHC and will as such not be returned to the Bidder unless if received after the closing date and time. The NHWC will make all reasonable efforts to maintain bids in confidence. Proprietary information should be identified as such in each bid.

f) Evaluation of tenders will be carried out by a Tender Evaluation Committee (TEC). The Evaluator(s) will, if necessary, contact Bidders to seek clarification of any aspect of the tender.

g) The validity period of this tender is ninety (90) days from the closing date. h) Bidders should identify any work they are currently carrying out or competing for which could cause

a conflict of interest, and indicate how such a conflict would be avoided. i) This document is confidential and should not be distributed to any non-bidding party without the

proper authorization of the NWHC. j) This document is released for the sole purpose of responding to this RFP and must be considered

confidential. In addition, the use, reproduction or disclosure of the requirements, specifications or other material in this RFP is strictly prohibited.

k) All bids must be formulated and submitted in accordance with the requirements of this RFP. l) Consortiums/Joint ventures are encouraged; however, the transfer of skills and partnerships should

be demonstrated in the proposals. m) The Bidder should demonstrate how it intends assisting in building the capacity of the local

community and how it will transfer skills to such persons. n) Please note that Tender Offer is synonymous to Request for Proposals in this document o) Service providers who are blacklisted by any statutory body will, under no circumstances, be

considered for this project/s

DISCLAIMER

The NWHC reserves the right not to appoint a service provider and is also not obliged to provide reasons for the rejection of any proposal.