1
TENDER NO. SBM 26/18/17
Munisipale Kantoor Privaatsak X12
VREDENBURG, 7380 Tel. No.(022) 701-7113
Faks No.(022) 715-1304
Municipal Offices Private Bag X12
VREDENBURG, 7380 Tel. No.(022) 701-7113
Fax No.(022) 715-1304
TENDER DOCUMENT
FOR THE PROCUREMENT OF:
PROFESSIONAL CONSULTING ENGINEERING SERVICES FOR:
LOUWVILLE 200 IRDP: CONSTRUCTION OF
CIVIL ENGINEERING SERVICES ON 200 ERVEN IN LOUWVILLE
- RETURNABLE DOCUMENT-
2017
NAME OF TENDERER
Contact Details
SUBMISSION DETAILS:
ADDRESS TENDER BOX, MUNICIPAL OFFICES, BULLER CENTRE, GROUND FLOOR, 15 MAIN
ROAD, VREDENBURG
CLOSING
DATE 03 NOVEMBER 2017
CLOSING
TIME 12H00
TENDER
BOX
MUNICIPAL OFFICES,
15 MAIN ROAD, VREDENBURG
2
SALDANHABAY MUNICIPALITY
TENDER NO. SBM 26/16/17
FOR THE PROCURMENT OF:
PROFESSIONAL CONSULTING ENGINEERING SERVICES FOR:
LOUWVILLE 200 IRDP: CONSTRUCTION OF CIVIL ENGINEERING SERVICES ON 200 ERVEN IN LOUWVILLE
GENERAL TENDER INFORMATION
TENDER ADVERTISEMENT DATE : THURSDAY 28 SEPTEMBER 2017
CLOSING DATE : FRIDAY 03 NOVEMBER 2017
CLOSING TIME : 12h00
CLOSING VENUE : Tender Box: MUNICIPAL OFFICES,
15 MAIN ROAD, VREDENBURG
TENDER SUBMISSION : The Tender Document, fully completed in all respects, together with an original and valid Tax Clearance certificate plus any returnable and additional supporting documentation required, must be submitted in a sealed envelope with the name and address of the tenderer, the tender number and title, and the closing date indicated on the envelope. The sealed envelopes must be inserted into the appropriate official tender box before the closing time. Envelopes must be clearly numbered.
1
CONTENTS Pg.
No. PART T The Tender 2
PART T1 Tender Procedures 2
T1.1 Tender Notice and Invitation to Tender 3 T1.2 Tender Data 4
PART T2 Returnable Documents (All Documents / Schedules are Returnable) 10 T2.1 List of Returnable Schedules Required for Tender Evaluation 11
T2.1 Returnable Schedules 12 T2.2 Other Documents required for Tender Evaluation Purposes 35
T2.3 Returnable Schedules that will be Incorporated in the Contract 43
PART C The Contract 48
PART C1 Agreement & Contract Data 49
C1.1 Form of Offer & Acceptance 50 C1.2 Contract Data 53
C1.4 Forms of Professional Indemnity Insurance 56
PART C2 Pricing Data 57
C2.1 Pricing Instructions 58
C2.2 Schedule of Activities 60 C2.2.2 Offered Fees for Tender 70
PART C3 Scope of Work 71
PART D1 Pricing Schedule 81
Appendixes
App.1
App.2 App.3
App.4
App.5 App.6
App.7 App.8
App.9 App.10
App.11
App.12 App.13
App.14 App.15
Company Profile
Company Registration & Shareholding Authority Of Signatory
Previous Experience
Key Personnel – CV’s Infrastructure & Resources
Approach & Methodology Confirmation of Bank details
Attendance of Clarification Meeting Valid Tax Clearance Certificate
CESA & ISO Certification
Professional Indemnity Insurance Record of Addenda
Municipal Information BBBEE Status level
82
83 84
85
86 87
88 89
90 91
92
93 94
95 96
2
The Tender (Part T) PART T1
Tender Procedures
T1.1 Tender Notice and Invitation to Tender T1.2 Tender Data PART T2 Returnable Documents (All documents / schedules are returnable) T2.1 List of Returnable Schedules Required for Tender Evaluation T2.1 Returnable Schedules T2.2 Other documents that will be incorporated into the contract T2.3 Returnable Schedules that will be incorporated in the contract
3
T1.1 TENDER NOTICE AND INVITATION TO TENDER
SALDANHABAAI MUNISIPALITEIT
TENDER SBM 26/17/18: PROFFESIONELE KONSULTANT INGENEERSDIENSTE VIR DIE: LOUWVILLE 200 IRDP: KONSTRUKSIE VAN SIVIELE INGENIEURS DIENSTE OP 200 ERWE IN LOUWVILLE
Tenderdokumente is beskikbaar vir aflaai op die eTender publikasie webtuiste www.etenders.gov.za of kan alternatiewelik opgetel word by Mnr Christo De Bruyn, Hoofstraat 15, Bullersentrum, Vredenburg vanaf Maandag 02 Oktober 2017.
Indien tenders opgetel word, moet ‘n nie-terugbetaalbare tenderdeposito van R171.00 betaal word aan Saldanhabaai Munisipaliteit. Bewys van betaling of n bank-gewaarbogde tjek moet aangebied word vir die verkryging van tender dokumente.
Navrae kan gerig word aan Me N Qolo (Behuisings Departement) by 022 701 6983.
Tenders moet in die tenderbus by die Departement Finansies, Bullersentrum, Hoofstraat 15, Vredenburg ingedien word voor 12:00 op 03 Novemeber 2017 en moet in ‘n toegeplakte
koevert wees waarop daar op die buitekant duidelik gemerk is Tender SBM 26/17/18 PROFFESIONELE KONSULTANT INGENEERSDIENSTE VIR DIE: LOUWVILLE 200 IRDP: KONSTRUKSIE VAN SIVIELE INGENIEURS DIENSTE OP 200 ERWE IN LOUWVILLE.
Tenderbus is slegs oop gedurende werksure (08:00 – 16:30), Maandag tot Vrydag. Na sluitingsuur sal die tenders in die Raadsaal, Munisipale Kantore, Vredenburg oopgemaak word. SaldanhaBaai Munisipaliteit behou die reg voor om geen toekenning in hierdie aangeleentheid te maak nie
Die 80/20 voorkeur puntestelsel soos vervat in die Voorkeur Verkrygingsregulasies Nr R32 van 20 Januarie 2017 (BBBEE) sal in die beoordeling van hierdie tender gebruik word. Funksionaliteit sal gebruik word as maatstaf om in aanmerking te
kom vir die tender. Dit hou verband met die tenderaar se vermoe
om n gehalte diens aan die munisipaliteit te verskaf. Die
tenderaar se ondervinding en ander kriteria sal geevalueer word.
Tenderaars wat dus nie voldoen aan die kriteria nie sal dus nie
oorweeg word vir verdere evaluering nie.
‘n Geldige, oorspronklike Inkomstebelasting Uitklaringsertifikaat soos uitgereik deur die Suid Afrikaanse Inkomstediens moet tesame met die tenderdokument ingehandig word en die tenderaar moet voldoen aan die belastingvoorwaardes op die sentrale verskaffers databasis (CSD).
’n Verpligte inligtingsessie sal plaasvind te Projek Bestuurseenheid komitee kamer, Kantoor 1, 1ste Vloer, Standard Bank Gebou, Hoofstraat, Vredenburg op Vrydag 13 Oktober 2017 stiptelik om 10:00. Geen grasie period sal toegelaat word nie.
Dr P Voges
MUNISIPALE BESTUURDER
Munisipaliteit Saldanhabaai
Privaatsak X 12
VREDENBURG 7380
SALDANHA BAY MUNICIPALITY
TENDER SBM 26/17/18: PROFFESIONAL CONSULTING ENGINEERING SERVICES: LOUWVILLE 200 IRDP: CONSTRUCTION OF CIVIL ENGINEERING SERVICES ON 200 ERVEN IN LOUWVILLE
Tender documents can be downloaded from the eTender publication portal at www.etenders.gov.za or alternatively can be collected from Mr Christo De Bruyn, 15 Main Road, Buller Centre, Vredenburg from Monday 02 October 2017.
If tenders are collected, a non-refundable tender deposit of R 171.00 is payable to Saldanha Bay Municipality. Proof of deposit or bank guaranteed cheque is required for collection of tender documents.
Enquiries can be directed to Miss N. Qolo (Housing Department) on 022 701 6983.
Tenders must be placed in the tender box of the Finance Department, Buller Centre, 15 Main Street, Vredenburg, before 12:00 on 03 November 2017, in a sealed envelope that is clearly marked on the outside indicating Tender SBM 26/17/18: PROFESSIONAL CONSULTING ENGINEERING SERVICES FOR THE LOUWVILLE 200 IRDP: CONSTRUCTION OF CIVIL ENGINEERING SERVICES ON 200 ERVEN IN LOUWVILLE .
Tender box is only open during working hours (08:00 – 16:30), Monday to Friday. The tenders will be opened in the Council Chamber, Municipal Offices, Vredenburg after the closing hour. Council reserves the right not to make any award with regards to this tender.
The 80/20 preference point system as contained in the Preferential Procurement Regulations No R32 of 20 January 2017 (BBBEE) will be used in the adjudication of this tender. Functionality will be evaluated as an eligibility criterion. The eligibility criteria relate to the bidder’s ability to provide a quality service to the municipality. The Bidder’s experience and other criteria will be evaluated. Bidders scoring less than the minimum points will not meet the eligibility criteria and will therefore not be considered for further evaluation. A valid, original Tax Clearance Certificate from the South African Revenue Services must be supplied with the tender document and the tenderer must be tax compliant on the Central Supplier Database.
A compulsory information session (Site meeting) will take place at Project Management Unit Committee Room, Office 1, 1ST Floor, Standard Bank Building, Main Road, Vredenburg on Friday 13 October 2017 promptly at 10:00. No grace period will be allowed.
Dr P Voges
MUNICIPAL MANAGER
Saldanha Bay Municipality
Private Bag X 12
VREDENBURG
7380
`
THE TENDER SALDANHABAY MUNICIPALITY PART T1.2
TENDER NO. SBM 26/17/18
PROFESSIONAL CONSULTING ENGINEERING SERVICES: LOUWVILLE 200 IRDP: CONSTRUCTION OF CIVIL ENGINEERING SERVICES ON 200 ERVEN IN
LOUWVILLE
4
Tender Data (T1.2)
Clause
number
The conditions of Tender are the Standard Conditions of Tender as contained in Annexure F
Board Notice 136 of 2015 edition of the CIDB Standard for Uniformity in Construction
Procurement. The Standard Conditions of Tender for Procurements 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.
F.1.1 The Employer is: SALDANHABAY MUNICIPALITY
Department: Project Management Unit Private Bag X12
Vredenburg
7380
F.1.2 The Tender documents issued by the Employer comprise: The Tender
Part T1: Tender Procedures
T1.1 Tender notice and invitation to Tender T1.2 Tender data
Part T2 Returnable Documents T2.1 List of returnable documents
T2.1 Returnable schedules
T2.2 Other documents required for tender evaluation purposes T2.3. Returnable schedules
The Contract Part C1: Agreement and contract data
C1.1 Form of offer and acceptance C1.2 Contract data
C1.3 Objections and Complainants form
C1.4 Forms of Professional Indemnity Insurance Part C2: Pricing data C2.1 Pricing instructions C2.2 Pricing Schedule Part C3: Scope of work C3 Scope of work
F.1.4 The Employer’s agent is:
Name: N. QOLO
Tel: 022 701 6934/6983
Address: Housing Department
Administration Building Main Road,
Vredenburg, 7380
THE TENDER SALDANHABAY MUNICIPALITY PART T1.2
5
F.1.6.3.2. 1. A Two-envelope System will not be followed.
F.2.7. A compulsory clarification meeting will be held on Friday 13 October 2017 at 10H00
F.2.8 Request for clarification of the tender document, if necessary, please notify the employer at
least seven (7) working days before the closing time per e-mail to both the following persons:
Mr. L. Khuselo
Senior Manager: PMU
e-mail: [email protected]
Miss N. Qolo
Project Manager: Housing
e-mail: [email protected]
F.2.13.4 Tenderers are also required to sign each page of the Form of Tender and Form of
Acceptance. (Tenderers are requested to furnish the full registration name of the Tendering company/supplier on the Form of Tender of Acceptance).
F.2.13.6
The Employer’s address for delivery of Tender offers and identification details to be shown on
each Tender offer package are:
Location of Tender box: Tender Box at the SALDANHABAY MUNICIPALITY, Main Road 15, Vredenburg
Physical address: Municipal offices, Buller Centre 15 Main Road, Vredenburg
Identification details: PROFESSIONAL CONSULTING ENGINEERING SERVICES: LOUWVILLE 200
IRDP: CONSTRUCTION OF CIVIL ENGINEERING SERVICES ON 200 ERVEN
IN LOUWVILLE
F.2.15 The closing time for submission of Tender offers is 12H00 on Friday 03 November 2017. Note: Telephonic, telegraphic, facsimile or e-mailed Tender offers will not be accepted.
F.2.16 The Tender offer validity period is Ninety (90) days.
F.2.23 The Tenderer is required to submit with his Tender. (1) A valid Tax Clearance Certificate issued by the South African Revenue Services; and
(2) Qualification certification of proposed project engineer/ team. (3) CESA Certification
(4) ISO 9001:2008 Certification
(5) B-BBEE Status Certificate (6) All other relevant certificates.
F.3.4 The time and location for opening of the tender is: Friday 03 November 2017 at 12H00,
SALDANHABAY MUNICIPALITY, 15 Main Road, Vredenburg.
F.3.5.2 1. A two-envelope system will not be followed. 2. Functionality will be evaluated as an eligibility criterion. The eligibility criteria relate to
the bidder’s ability to provide a quality service to the municipality. The Bidder’s experience and other criteria will be evaluated. Bidders scoring less than the minimum
points will not meet the eligibility criteria and will therefore not be considered for
further evaluation. 3. Only The price and preference points of the Tenderers who scored the minimum of 70% in the functionality will be evaluated further. 4. The evaluation on the fee proposal will be based on the Engineering Council of
South Africa (ECSA) Guidelines Scope of Services and Tariff fees, Government
Gazette No. 36529, 3 June 2013, board notice of 117 of 2013.
THE TENDER SALDANHABAY MUNICIPALITY PART T1.2
6
F.3.11.3 The procedure for the evaluation of responsive Tenders is method 2 : Financial Offer and Preference
In the case of a financial offer and preferences: a) Score each tender in respect of the financial offer made and preferences claimed, if
any, in accordance with the provisions of F.3.11.7 and F.3.11.8. b) Calculate the total number of tender evaluation points (TEV) in accordance with the
following formula:
TEV=NFO+NP
Where: NFO is the number of tender evaluation points awarded for the financial offer
made in accordance with F.3.11.7; NP is the number of tender evaluation points awarded for preferences claimed in
accordance with F.3.11.8. c) Rank tender offers from the highest number of tender evaluation points to the
lowest.
d) Recommend the tenderer with the highest number of tender evaluation points for the award of the contract, unless there are compelling and justifiable reasons not to
do so. e) Rescore and re-rank all tenderers should there be compelling and justifiable reasons
not to recommend the tenderer with the highest number of tender evaluation points,
and recommend the tenderer with the highest number of evaluation points, unless there are compelling and justifiable reasons not to do so and the process set out in
this sub-clause is repeated.
THE TENDER SALDANHABAY MUNICIPALITY PART T1.2
7
F.3.11.3
PRE-EVALUATION QUALITY CRITERIA – MINIMUM AVERAGE SCORE 70%
1. SPECIFIC PROJECT APPLICABLE EXPERTISE 60 POINTS (TOTAL)
Infrastructure of Firm to execute project 20 The Firms infrastructure in order to execute projects in this discipline is hereby evaluated.
This includes all offices, technological infrastructure, etc.
Excellent = 20 Good = 15 Fair = 10 Poor = 5 Refer to Table 1a
Project experience of proposed team in this field 30 The Firm’s key personnel’s experience and qualifications in projects relating to this discipline. Technologically advanced projects and special achievements done in this discipline are
looked at.
Excellent = 30 Good = 25 Fair = 15 Poor = 5
Refer to Table 1b
Quality Management System: 10 ISO 9001:2008 = 5 CESA approved system = 5 -----------------------------------------------------------------------------------------------------------------
2. APPROACH AND METHODOLOGY 40 POINTS (TOTAL)
Understanding of the terms of reference/brief 15
Did the consultant understand the brief correctly and was his/her proposal up to expectations?
Yes = 15 Partly =10 No = 5
Approach and work plan 25
The approach and work plan to the problem;
Unique and innovative = 25 Workable = 15 Not Acceptable = 5
Table 1a: Rating of firm’s INFRASTRUCTURE (maximum 20 points)
Excellent:
- Established Local Office (Municipal Jurisdiction) and Offices in other regions
- 1xPlotter + 1x Printer/Copier
- Relevant Civil Engineering Software (AutoCad, Civil Designer etc)
- Computer hardware (desktops or laptops)
Good: - Established Office (other regions)
- 1xPlotter + 1x Printer/Copier
- Relevant Civil Engineering Software (AutoCad, Civil Designer etc)
- Computer hardware (desktops or laptops
Fair: - Satellite office / Home office based at residence
- 1x Printer/Copier
- Relevant Civil Engineering Software (AutoCad, Civil Designer etc)
- Computer hardware (desktops or laptops)
Poor:
- No Office
- 1x Printer
- No/Outdated Engineering Software (AutoCad, Civil Designer etc)
- Computer hardware (desktops or laptops)
THE TENDER SALDANHABAY MUNICIPALITY PART T1.2
8
Table 1b: Rating of firm’s project experience (maximum 30 points)
The minimum percentage for the pre-evaluation is 70. Tenderers who attain a score of less than 70% of the points allocated in the pre-evaluation will not be evaluated further. Note: A tenderer can score a combination of points allocated above. Example, to obtain an excellent score of 30 points, the tenderers will have to satisfy the requirements of the “excellent” category which means the project leader as well as the support staff should satisfy the aforementioned category to obtain full 30 points. However, if in the case where only the project leader comply with the “excellent” category, the support staff will be categorized as depicted above and points will be allocated where they are categorized and vice versa.
Table 1b: Project Leader
Support Staff
Prof. Reg. and Qual.
Experience in similar projects
relating to Civil
Services
Prof. Reg. and Qualifications.
Experience in similar projects relating to Civil
Services
Excellent 30 points
PrEng
10 yrs +
PrEng/Pr Tech
Eng,
8yrs +
20 10
Good 25 points
PrTech
15 yrs +
Pr Tech/Pr
Techni Eng,
10yrs +
18 7
Fair 15 points
Pr.Techni
20 yrs +
Pr Techni,
15yrs +
10 5
Poor 5 points
None
<3yrs
None
<2yrs
3 2
THE TENDER SALDANHABAY MUNICIPALITY PART T1.2
9
4. PRICE EVALUATION 80 Points (Tenders < R 50 000 000)
IT MUST BE NOTED THAT ONLY TENDERS PRE-QUALIFYING IN TERMS OF QUALITY WILL BE EVALUATED ON THE PRICE.
For 80/20 Points Scoring:
min
min180
P
PPtPs
Where: Ps = Point scored for price of Tender under consideration Pt = Rand value of Tender under consideration Pmin = Rand value of the lowest acceptable Tender
B-BBEE STATUS LEVEL OF CONTRIBUTION
B-BBEE Status Level of Contributors
Number of Points (80/20 System)
1 20
2 18
3 14
4 12
5 8
6 6
7 4
8 2
Non-Compliant Contributor 0
F3.13 Tender offers will only be accepted if: (a) the Tenderer has in his or her possession a valid Tax Clearance Certificate issued by the South African Revenue Services and is tax compliant on the Central Supplier Database. (b) the Tenderer is not in arrears for more than 3 months with municipal rates and taxes and municipal service charges; (c) the Tenderer or any of its directors is not listed on the Register of Tender Defaulters in terms of the Prevention and Combating of Corrupt Activities Act of 2004 as a person prohibited from doing business with the public sector; and (d) the Tenderer has not: (i) abused the Employer's Supply Chain Management System or (ii) Failed to perform on any previous contract. (e) the Tenderer fully completes all required documentation. (Parts T & C)
The number of paper copies of the signed contract to be provided by the Client is 1(one)
The additional conditions of Tender are: 1. SALDANHABAY MUNICIPALITY may also request that the Tenderer provide written evidence that his financial, labour and resources are adequate for carrying out the project 2. The SALDANHABAY MUNICIPALITY reserves the right to appoint a firm of chartered
Accountants and auditors and / or execute any other financial investigations on the financial resources of any Tenderer. The Tenderer shall provide all reasonable assistance in such
Investigations. 3. Tenderers must take note that in the case of a false statement or submission of false information
the tender will be disqualified with immediate effect and criminal prosecution may be considered.
4. Council reserves the right not to make an award in this matter.
RETURNABLE SCHEDULES REQUIRED FOR TENDER EVALUATION
SALDANHABAY MUNICIPALITY PART T2.1
10
Returnable Documents (T2)
(ALL Documents and Schedules MUST BE RETURNED for the TENDER to Qualify for Evaluation)
PART T2 Returnable Documents (All documents / schedules are returnable) T2.1 List of Returnable Schedules Required for Tender Evaluation T2.1 Returnable Schedules T2.2 Other documents that will be incorporated into the contract T2.3 Returnable Schedules that will be incorporated in the contract
RETURNABLE SCHEDULES REQUIRED FOR TENDER EVALUATION
SALDANHABAY MUNICIPALITY PART T2.1
11
List of Returnable Schedules Required
for Tender Evaluation Purposes (T2.1)
Form 2.1.1 General Information
Form 2.1.2 Authority for Signatory
Form 2.1.3 Schedule of Work Carried Out by Tenderer
Form 2.1.4 Proposed Key Personnel
Form 2.1.5 Schedule of Infrastructure and Resources
Form 2.1.6 Schedule of Approach and Methodology
Form 2.1.7 Schedule of Proposed Sub Consultants
Form 2.1.8 Financial References
Form 2.1.9 Preference Point Claim Form (MBD 6.1)
Declaration of Bidder’s past supply chain management services (MBD 8)
Certificate of Independent Bid Determination (MBD 9)
Declaration of Interest (MBD 4)
Contract Form – Rendering of services (MBD 7.2)
Tax Clearance Certificate requirements (MBD 2)
Central Supplier Database form/proof of registration
BBBEE Status
RETURNABLE SCHEDULES REQUIRED FOR TENDER EVALUATION
SALDANHABAY MUNICIPALITY PART T2.1
12
FORM 2.1.1 - GENERAL INFORMATION
1. Name of Tendering Entity:
2. Contact Details
Address:
Tel No: Fax No:
E-mail Address:
3. Legal entity: Mark with an X.
Sole proprietor
Partnership
Close corporation
Company (Pty) Ltd
Joint venture
In the case of a Joint venture, provide details on joint venture members:
Joint venture member Type of entity (as defined above)
OTHER DOCUMENS REQUIRED FOR TENDER EVALUATION PURPOSES
SALDANHABAY MUNICIPALITY PART T2.2
TENDER SBM 26/17/18
13
4. Income tax reference number: ___________________________________________________
(in the case of a joint venture, provide for all joint venture members)
5. VAT registration number:_________________________________________________________
(In the case of a joint venture, provide for all joint venture members)
6. Company or closed corporation registration number: __________________________________
(In the case of a joint venture, provide for all joint venture members)
7. Details of proprietor, partners, closed corporation members, or company directors, indicating
technical qualifications where applicable (Form on the next page).
8. For joint ventures the following must be attached:
Written power of attorney for authorised signatory.
Pro-forma of the joint venture agreement.
The major partner to satisfy at least 40 percent of the turnover and credit amount criteria,
and each other partner at least 25 percent of the criteria.
Name and Identity Number Relevant qualifications and experience Years of relevant experience
Name of Tendering Entity:
Signature: Date:
OTHER DOCUMENS REQUIRED FOR TENDER EVALUATION PURPOSES
SALDANHABAY MUNICIPALITY PART T2.2
TENDER SBM 26/17/18
14
FORM 2.1.2 - AUTHORITY FOR SIGNATORY
DETAILS OF PERSON RESPONSIBLE FOR TENDER PROCESS
Name
Contact Number
Address of Office Submitting the Tender
Tel No. Fax No.
Signatories for close corporations and companies shall confirm their authority by attaching to this form
a duly signed and dated original or certified copy of the relevant resolution of their members or
their board of directors, as the case may be.
"By resolution of the board of directors passed on (date) ..............................................................
Mr. ............................................................................................................................................
has been duly authorized to sign all documents in connection with the Tender for Contract Number
………………………………………………………and any Contract which may arise there from on behalf of
SIGNED ON BEHALF OF THE
COMPANY
IN HIS CAPACITY AS
DATE
FULL NAME OF SIGNATORY
AS WITNESS 1.
2.
*** Please Attach Confirmation of Authority to Sign Documentation to APPENDIX 3
OTHER DOCUMENS REQUIRED FOR TENDER EVALUATION PURPOSES
SALDANHABAY MUNICIPALITY PART T2.2
TENDER SBM 26/17/18
15
FORM 2.1.3 - SCHEDULE OF WORK CARRIED OUT BY TENDERER
Previous experience Provide the following information on relevant previous experience (indicate specifically projects of
similar or larger size and/or which is similar with regard to type of work. In addition to any requirements,
bidders must furnish particulars of:
(a) all consultancy services provided to an organ of state in the last five years; (b) any similar consultancy services provided to an organ of state in the last five years.
This information is material to the award of the Contract.
Description Value (R, VAT
excluded)
Year(s)
executed
Reference
Name Organisation Tel no
Name of Tendering Entity:
Signature: Date:
*** Please Attach Previous work Experience to APPENDIX 4
OTHER DOCUMENS REQUIRED FOR TENDER EVALUATION PURPOSES
SALDANHABAY MUNICIPALITY PART T2.2
TENDER SBM 26/17/18
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FORM 2.1.4 - PROPOSED KEY PERSONNEL
The Tenderer shall list below the key personnel (including first nominee and the second choice
alternate), whom he proposes to employ on the project should his Tender be accepted, both at his
headquarters and on the Site, to direct and for the execution of the work, together with their
qualifications, experience, positions held and their nationalities.
DESIGNATION
NAME OF
NA
TIO
NA
LIT
Y: SUMMARY OF
(i) NOMINEE
(ii) ALTERNATE
QUALIFICAT-
IONS AND
NQF STATUS
EXPERIENCE AND PRESENT
OCCUPATION
Headquarters
Partner/director
Project manager
Other key staff
(give
designation)
Name of Tendering Entity:
Signature: Date:
*** Please Attach Key Personnel to APPENDIX 5
OTHER DOCUMENS REQUIRED FOR TENDER EVALUATION PURPOSES
SALDANHABAY MUNICIPALITY PART T2.2
TENDER SBM 26/17/18
17
FORM 2.1.4 – continued………
DESIGNATION
NAME OF
NA
TIO
NA
LIT
Y: SUMMARY OF
(i) NOMINEE
(ii) ALTERNATE
QUALIFICAT-
IONS AND
NQF STATUS
EXPERIENCE AND PRESENT
OCCUPATION
CONSTRUCTION
MONITORING
(Engineer on
Site)
Other key staff
(give
designation)
Name of Tendering Entity:
Signature: Date:
*** Please Attach Key Personnel to APPENDIX 5
OTHER DOCUMENS REQUIRED FOR TENDER EVALUATION PURPOSES
SALDANHABAY MUNICIPALITY PART T2.2
TENDER SBM 26/17/18
18
FORM 2.1.5 - SCHEDULE OF INFRASTRUCTURE AND RESOURCES
Provide information on the following:
Infrastructure and resources available
Physical facilities
Description Address Area (m²)
Equipment
Provide information on equipment and resources that you have available for this project. *** Please
Attach Infrastructure & Resources to APPENDIX 6.
Description : Equipment owned Number of
units
Description : Computer Hardware Number of
units
Description : Software to be Used Number of
units
OTHER DOCUMENS REQUIRED FOR TENDER EVALUATION PURPOSES
SALDANHABAY MUNICIPALITY PART T2.2
TENDER SBM 26/17/18
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List your current contracts and obligations
Description Value (R) Start date Duration Expected
completed date
Do you have the capacity to supply the goods and services described in this
Tender, should the contract be awarded to you? Yes No
Staffing Profile
Provide information on the staff that you have available to execute this contract (attach a separate list
if the space provided is insufficient)
Permanently employed staff : gender and race Number of staff
Temporary staff to be employed : gender and race Number of staff
OTHER DOCUMENS REQUIRED FOR TENDER EVALUATION PURPOSES
SALDANHABAY MUNICIPALITY PART T2.2
TENDER SBM 26/17/18
20
Name of Tendering Entity:
Signature: Date:
*** Please Attach Infrastructure & Resources to APPENDIX 6
OTHER DOCUMENS REQUIRED FOR TENDER EVALUATION PURPOSES
SALDANHABAY MUNICIPALITY PART T2.2
TENDER SBM 26/17/18
21
FORM 2.1.6 - SCHEDULE OF APPROACH AND METHODOLOGY/ WORK PLAN
Approach and Methodology Form to be completed
Tender No SBM 26/17/18
Description / Name PROFESSIONAL CONSULTING ENGINEERING SERVICES:
LOUWVILLE 200 IRDP: CONSTRUCTION OF CIVIL ENGINEERING SERVICES ON 200 ERVEN IN LOUWVILLE
Understanding the terms of reference / brief
1. Do you as the consultant understand what is required in terms of the project stated above?
(Tick Appropriate Block)
2. If you answered Yes to question 1 above, please explain briefly your understanding of the project in no more than 50 words
3. Considering questions 1 and 2 above, please provide in summary, details of your proposed approach and work plan to the successful completion of the above project.
4. Briefly state if you have any innovative approach for this particular project mentioned above, that
you feel will be unique but also economically superior to the normal workable approach at presently undertaken as the norm.
Name of Tendering Entity:
Signature: Date:
*** Please Attach Approach & Methodology/Work Plan to APPENDIX 7
Yes No
OTHER DOCUMENS REQUIRED FOR TENDER EVALUATION PURPOSES
SALDANHABAY MUNICIPALITY PART T2.2
TENDER SBM 26/17/18
22
FORM 2.1.7 - SCHEDULE OF PROPOSED SUB-CONSULTANTS
NB: Once the brief of a particular project has been agreed, the need for Sub-
Consultants will be ascertained.
OTHER DOCUMENS REQUIRED FOR TENDER EVALUATION PURPOSES
SALDANHABAY MUNICIPALITY PART T2.2
TENDER SBM 26/17/18
23
FORM 2.1.8 - FINANCIAL REFERENCES
FINANCIAL STATEMENTS
I/We agree, if required, to furnish an audited copy of the latest set of financial statements together with my/our Directors' and Auditors' report for consideration by the Employer.
DETAILS OF TENDERING ENTITY’S BANK I/We hereby authorize the Employer/Engineer to approach all or any of the following banks for the purposes of obtaining a financial reference:
DESCRIPTION OF
BANK DETAIL BANK DETAILS APPLICABLE TO
TENDERER ’S HEAD OFFICE
Name of Bank
Branch Name
Branch Code
Street Address
Postal Address
Name of Manager
Telephone No. Fax No.
Account Number
TENDERER ’S TAX DETAILS
Tenderer’s VAT Vendor Registration No.
Tenderer’s SARS Tax Reference No.
*** Please Attach Confirmation of Banking Detail to APPENDIX 8
OTHER DOCUMENS REQUIRED FOR TENDER EVALUATION PURPOSES
SALDANHABAY MUNICIPALITY PART T2.2
TENDER SBM 26/17/18
24
MBD 6.1
FORM 2.1.9 – PREFERENCE POINTS CLAIMED
PREFERENCE POINTS CLAIM FORM IN TERMS OF THE PREFERENTIAL PROCUREMENT REGULATIONS 2017
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 80
B-BBEE STATUS LEVEL OF CONTRIBUTOR 20
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
OTHER DOCUMENS REQUIRED FOR TENDER EVALUATION PURPOSES
SALDANHABAY MUNICIPALITY PART T2.2
TENDER SBM 26/17/18
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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);
(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) B-BBEE 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
min
min180
P
PPtPs or
min
min190
P
PPtPs
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
OTHER DOCUMENS REQUIRED FOR TENDER EVALUATION PURPOSES
SALDANHABAY MUNICIPALITY PART T2.2
TENDER SBM 26/17/18
26
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
7 2 4
8 1 2
Non-compliant contributor
0 0
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 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 or QSE (Tick applicable box)
YES NO
v) Specify, by ticking the appropriate box, if subcontracting with an enterprise in
OTHER DOCUMENS REQUIRED FOR TENDER EVALUATION PURPOSES
SALDANHABAY MUNICIPALITY PART T2.2
TENDER SBM 26/17/18
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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
Any EME
Any QSE
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 MUNICIPAL INFORMATION
OTHER DOCUMENS REQUIRED FOR TENDER EVALUATION PURPOSES
SALDANHABAY MUNICIPALITY PART T2.2
TENDER SBM 26/17/18
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Municipality where business is situated: ….……………………………………………….
Registered Account Number: ………………………….
Stand Number:……………………………………………….
8.8 Total number of years the company/firm has been in
business:……………………………
8.9 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;
(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 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.
MBD 8
……………………………………….
SIGNATURE(S) OF BIDDERS(S
DATE: …………………………………..
ADDRESS …………………………………..
…………………………………..
…………………………………..
WITNESSES
1. ……………………………………..
2. …………………………………….
OTHER DOCUMENS REQUIRED FOR TENDER EVALUATION PURPOSES
SALDANHABAY MUNICIPALITY PART T2.2
TENDER SBM 26/17/18
29
MBD 8
DECLARATION OF BIDDER’S PAST SUPPLY CHAIN MANAGEMENT PRACTICES 1. This Municipal Bidding Document must form part of all bids invited.
2. It serves as a declaration to be used by municipalities and municipal entities 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 rejected if that bidder, or any of its directors have:
(a) abused the municipality’s / municipal entity’s supply chain management system or
committed any improper conduct in relation to such system;
(b) been convicted for fraud or corruption during the past five years;
(c) willfully neglected, reneged on or failed to comply with any government, municipal or
other public sector contract during the past five years; or
(d) been listed in the Register for Tender Defaulters in terms of section 29 of the
Prevention and Combating of Corrupt Activities Act (No 12 of 2004).
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 a company or person 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
4.1.1 If so, furnish particulars:
4.2 Is the bidder or any of its directors listed on the Register for Tender
Defaulters in terms of section 29 of the Prevention and Combating of
Corrupt Activities Act (No 12 of 2004)?
(To access this Register enter the National Treasury’s website,
www.treasury.gov.za, click on the icon “Register for Tender Defaulters” or submit your written request for a hard copy of the
Register to facsimile number (012) 3265445).
Yes
No
OTHER DOCUMENS REQUIRED FOR TENDER EVALUATION PURPOSES
SALDANHABAY MUNICIPALITY PART T2.2
TENDER SBM 26/17/18
30
4.2.1 If so, furnish particulars:
4.3 Was the bidder or any of its directors convicted by a court of law
(including a court of law outside the Republic of South Africa) for fraud
or corruption during the past five years?
Yes
No
4.3.1 If so, furnish particulars:
4.4 Does the bidder or any of its directors owe any municipal rates and
taxes or municipal charges to the municipality / municipal entity, or to
any other municipality / municipal entity, that is in arrears for more
than three months?
Yes
No
4.4.1 If so, furnish particulars:
4.5 Was any contract between the bidder and the municipality / municipal
entity or any other organ of state terminated during the past five years
on account of failure to perform on or comply with the contract?
Yes
No
4.5.1 If so, furnish particulars:
OTHER DOCUMENS REQUIRED FOR TENDER EVALUATION PURPOSES
SALDANHABAY MUNICIPALITY PART T2.2
TENDER SBM 26/17/18
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CERTIFICATION
I, THE UNDERSIGNED (FULL NAMES) …………….……………………………………………
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 PROVEN TO BE FALSE.
-----------------------------------------------------------------
-----------------------------------------------------------
Signature Date
-----------------------------------------------------------------
-----------------------------------------------------------
Position Name of Bidder
OTHER DOCUMENS REQUIRED FOR TENDER EVALUATION PURPOSES
SALDANHABAY MUNICIPALITY PART T2.2
TENDER SBM 26/17/18
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MBD 9
CERTIFICATE OF INDEPENDENT BID DETERMINATION
1. This Municipal Bidding Document (MBD) must form part of all bids¹ invited.
2. Section 4 (1) (b) (iii) of the Competition Act No. 89 of 1998, as amended, prohibits an agreement
between, or concerted practice by, firms, or a decision by an association of firms, if it is between parties in a horizontal relationship and if it involves collusive bidding (or bid rigging).² Collusive
bidding is a per se prohibition meaning that it cannot be justified under any grounds.
3. Municipal Supply Regulation 38 (1) prescribes that a supply chain management policy must provide measures for the combating of abuse of the supply chain management system, and must enable
the accounting officer, among others, to:
(a) take all reasonable steps to prevent such abuse;
(b) reject the bid of any bidder if that bidder or any of its directors has abused the supply chain
management system of the municipality or municipal entity or has committed any improper
conduct in relation to such system; and
(c) cancel a contract awarded to a person if the person committed any corrupt or fraudulent act during the bidding process or the execution of the contract.
4. This MBD serves as a certificate of declaration that would be used by institutions to ensure that,
when bids are considered, reasonable steps are taken to prevent any form of bid-rigging.
5. In order to give effect to the above, the attached Certificate of Bid Determination (MBD9) must be
completed and submitted with the bid:
¹ Includes price quotations, advertised competitive bids, limited bids and proposals.
² Bid rigging (or collusive bidding) occurs when businesses, that would otherwise be expected to compete,
secretly conspire to raise prices or lower the quality of goods and / or services for purchasers who wish to
acquire goods and / or services through a bidding process.
Bid rigging is, therefore, an agreement between competitors not to compete.
OTHER DOCUMENS REQUIRED FOR TENDER EVALUATION PURPOSES
SALDANHABAY MUNICIPALITY PART T2.2
TENDER SBM 26/17/18
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MBD 9
CERTIFICATE OF INDEPENDENT BID DETERMINATION
I, the undersigned, in submitting the accompanying bid:
TENDER SBM 26/17/18
PROFESSIONAL CONSULTING ENGINEERING SERVICES: LOUWVILLE 200 IRDP:
CONSTRUCTION OF CIVIL ENGINEERING SERVICES ON 200 ERVEN IN LOUWVILLE
in response to the invitation for the bid made by:
- SALDANHABAY MUNICIPALITY -
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
OTHER DOCUMENS REQUIRED FOR TENDER EVALUATION PURPOSES
SALDANHABAY MUNICIPALITY PART T2.2
TENDER SBM 26/17/18
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(c) 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 competitor. However communication between partners in a joint venture or consortium³ 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:
(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 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.
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.
Name of Tendering Entity:
Signature: Date:
OTHER DOCUMENS REQUIRED FOR TENDER EVALUATION PURPOSES
SALDANHABAY MUNICIPALITY PART T2.2
TENDER SBM 26/17/18
35
Other Document Required for Tender Evaluation Purposes (Part T2.2)
(ALL Documents and Schedules MUST BE RETURNED for the TENDER to Qualify)
PART T2.2 Returnable Documents (All documents / schedules are returnable) T2.2.1 Certificate of Tenderer’s Attendance at the Site / Clarification T2.2.2 Tax Clearance Certificate Requirements – TCC001 T2.2.3 Proof of Membership to Consulting Engineers South Africa (CESA) T2.2.4 Declaration of interest
OTHER DOCUMENS REQUIRED FOR TENDER EVALUATION PURPOSES
SALDANHABAY MUNICIPALITY PART T2.2
36
FORM 2.2.1 - CERTIFICATE OF TENDERER’S ATTENDANCE AT THE COMPULSORY SITE/CLARIFICATION MEETING.
This is to certify that I, .............................................................................................................. ,
representative of (Tenderer) .......................................................................................................
..................................................................................................................................................
of (address) ...............................................................................................................................
..................................................................................................................................................
..................................................................................................................................................
Telephone number .....................................................................................................................
Fax number ...............................................................................................................................
(visited and examined the Site)/ Attended Clarification Meeting on (date) .....................................
in the company of (SALDANHABAY MUNICIPALITY / Employer’s Representative) ...........................
NB: Tenderers are requested to submit the minutes received at above-mentioned compulsory site/clarification meeting with their Tender documents. (Non-
submission of this information may lead to rejection of this Tender)
TENDERER’S REPRESENTATIVE
SALDANHABAY MUNICIPALITY / EMPLOYER’S REPRESENTATIVE
OTHER DOCUMENS REQUIRED FOR TENDER EVALUATION PURPOSES
SALDANHABAY MUNICIPALITY PART T2.2
37
MBD 2
TAX CLEARANCE CERTIFICATE REQUIREMENTS It is a condition of bid that the taxes of the successful bidder must be in order, or
that satisfactory arrangements have been made with South African Revenue Service (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 bidders /
individuals who wish to submit bids.
2. 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.
3. SARS will then furnish the bidder with a Tax Clearance Certificate that will be valid for a period of 1
(one) year from the date of approval.
4. Copies of the Tax Clearance Certificate will only be valid if the bidder is registered on the Central Supplier Database with a compliant tax status.
5. In bids where Consortia / Joint Ventures / Sub-contractors are involved, each party must submit
a separate Tax Clearance Certificate.
6. Applications for the 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.
*** Please Attach Valid Tax Clearance Certificate to APPENDIX 10
OTHER DOCUMENS REQUIRED FOR TENDER EVALUATION PURPOSES
SALDANHABAY MUNICIPALITY PART T2.2
38
FORM 2.2.3 PROOF OF MEMBERSHIP WITH CONSULTING ENGINEERS SOUTH AFRICA (CESA)
The Tenderer is to affix to this page:
Written proof of Tenderers registration/membership with the CESA ,and
Written proof of Tenderers ISO 9001:2008 Certification. (Not a pre-requisite for tender)
NB: Failure to affix Proof of Membership to CESA shall result in this Tender not being
further considered for the award of the contract.
*** Please Attach CESA & ISO Certification to APPENDIX 11
OTHER DOCUMENS REQUIRED FOR TENDER EVALUATION PURPOSES
SALDANHABAY MUNICIPALITY PART T2.2
39
MBD 4
FORM 2.2.4 - DECLARATION OF INTEREST
DECLARATION OF INTEREST
1. No bid will be accepted from persons in the service of the state*.
2. Any legal person, 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. In view of possible
allegations of favouritism, should the resulting bid, or part thereof, be awarded to persons connected with or related to persons in the service of the state, it is required that the bidder
or their authorised representative declare their position in relation to the evaluating/adjudicating authority and/or take an oath declaring his/her interest.
3. In order to give effect to the above, the following questionnaire must be completed and
submitted with the bid.
3.1 Full Name
3.2 Identity Number
3.3 Company Registration Number
3.4 Tax Number Reference Number
3.5 VAT Registration Number
3.6 CIDB Registration Number Grading
3.7 Are you presently in service of the state* YES / NO
3.7.1 If so, furnish particulars.
………………………………………………………………………………………………………………………...
…………………………………………………………………………………………………………………………
3.8 Have you been in the service of the state for the past YES / NO
twelve months?
3.8.1 If so, furnish particulars.
………………………………………………………….………………………………………………………………
………………………………………………………….………………………………………………………………
3.9 Are you connected with any persons in the service of YES / NO
the state?
3.9.1 If so, state particulars.
…………………………………………………………………….……………………………………………………
……………………………………………………………………….…………………………………………………
3.10 Do you, have any relationship (family, friend, other) with YES / NO persons in the service of the state and who may be
involved with the adjudication of this bid?
OTHER DOCUMENS REQUIRED FOR TENDER EVALUATION PURPOSES
SALDANHABAY MUNICIPALITY PART T2.2
40
3.10.1 If so, state particulars.
……………………………………………………………………….…………………………………………………
……………………………………………………………….…………………………………………………………
3.11 Are you, aware of any relationship (family, friend, other) YES / NO between the bidder and any person employed by the
state who may be involved with the evaluation and or adjudication of this bid?
3.11.1 If so, state particulars.
…………………………………………………………………………….……………………………………………
………………………………………………………………………….………………………………………………
3.12 Are any of the company’s directors, managers, principle YES / NO
shareholders or stakeholders in service of the state?
3.12.1 If so, furnish particulars.
………………………………………………………………….………………………………………………………
………………………………………………………………………………………….………………………………
3.13 Are any spouse, child or parent of the company’s YES / NO
directors, managers, principle shareholders or stakeholders in service of the state?
3.13.1 If so, furnish particulars.
………………………………………………………………………………….………………………………………
……………………………………………………………….…………………………………………………………
4. Full details of directors / trustees / members / shareholders.
Full Name Identity Number State Employee Number
OTHER DOCUMENS REQUIRED FOR TENDER EVALUATION PURPOSES
SALDANHABAY MUNICIPALITY PART T2.2
41
DECLARATION
I, THE UNDERSIGNED (NAME) ……………..………………....................……………………………… CERTIFY THAT THE INFORMATION FURNISHED ON THIS DECLARATION FORM IS CORRECT. I ACCEPT THAT THE STATE MAY ACT AGAINST ME SHOULD THIS DECLARATION PROVE TO BE FALSE. ………………………………….. …….………………………… Signature Date …………………………………… ………………………………. Position Name of bidder *MSCM Regulations: “in the service of the state” means to be-
(a) a member of – (i) any municipal council; (ii) any provincial legislature; or (iii) the national Assembly or the national Council of provinces; (b) an executive member of the board of directors of any municipal entity; (c) an official of any municipality or municipal entity; (d) an employee of 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); (e) a member of the accounting authority of any national or provincial public entity; or (f) an employee of Parliament or a provincial legislature.
RETURNABLE SCHEDULES THAT WILL BE INCORPORATED INTO CONTRACT
SALDANHABAY MUNICIPALITY PART T2.3
TENDER NO SBM 26/17/18
42
Paragraph 14(1)(a) of the Municipal Supply Chain Management Policy states that the
municipality must keep a list of accredited prospective providers of goods and services that
must be used for the procurement requirements. Saldanha Bay Municipality has decided to
accept an invitation from National Treasury to join the Central Supplier Database (CSD). This
decision was taken based on the advantages it holds for our suppliers as well as our
organization’s procurement processes. All prospective providers of municipal goods and/or
services are hereby requested to register their business with the CSD.
Application can be done online on the website (https://secure.csd.gov.co.za).
Registration on the CSD is at no cost for a supplier.
The usage of the CSD will come into effect from 01 July 2016. REGISTRATION
WILL BE COMPULSORY IN ORDER TO CONDUCT BUSINESS WITH SALDANHA BAY
MUNICIPALITY. The database will be used to verify the accreditation of a
supplier before an award can be made.
All prospective suppliers should be aware of the amended codes of good practice
under section 9 (1) of the Broad-Based Black Economic Empowerment Act as
issued by the Minister of Trade and Industry (Gazette No.36928) on 11 October
2013.
Enquiries can be made to Mrs Y Gqetywa and Mr A Adonis at 022-701 6824.
CSD registration number (if registered) ………………………………….
Central Supplier Database
Direct enquiries to the Central Supplier Database
National Support: [email protected] Tel: 012 406 9222
Western Cape support:
Mariam Abrahams: [email protected] Tel: 021 483 8722
RETURNABLE SCHEDULES THAT WILL BE INCORPORATED INTO CONTRACT
SALDANHABAY MUNICIPALITY PART T2.3
TENDER NO SBM 26/17/18
43
Returnable Schedules that will be Incorporated in the Contract (Part T2.3)
(ALL Documents and Schedules MUST BE RETURNED for the TENDER to Qualify for Evaluation)
PART T2.3 T2.3.1 Record of Addenda to Tender Documents T2.3.2 Preference Schedules
RETURNABLE SCHEDULES REQUIRED FOR TENDER EVALUATION
SALDANHABAY MUNICIPALITY PART T2.3
44
FORM 2.3.1 - RECORD OF ADDENDA TO TENDER DOCUMENTS We confirm that the following communications received from the Employer before the submission of
this Tender offer, amending the Tender documents, have been taken into account in this Tender offer:
No. Date Title or Details
1
2
3
4
5
6
7
8
9
10
Signed: Date:
Name: Position:
SIGNED ON BEHALF OF TENDERER:
*** Please Attach Record of Addenda to APPENDIX 13
RETURNABLE SCHEDULES REQUIRED FOR TENDER EVALUATION
SALDANHABAY MUNICIPALITY PART T2.3
45
1. Infrastructure and resources available Evaluation of the following in terms of the size, nature and complexity of goods and/or
services required:
Physical facilities
Infrastructure and resources available for the contract owned by the Tenderer
Infrastructure and resources the Tenderer intends renting, should the contract be awarded
to him.
2. Size of enterprise and current workload Evaluation of the Tenderer’s position in terms of:
Previous and expected current annual turnover
Current contractual obligations
Capacity to execute the contract
3. Staffing profile
Evaluation of the Tenderer’s position in terms of:
Staff available for this contract being Tendered for
Qualifications and experience of key staff to be utilized on this contract.
4. Previous experience
Evaluation of the Tenderer’s position in terms of his previous experience. Emphasis will be
placed on the following: Experience in the relevant technical field
Experience of contracts of similar size
Some or all of the references will be contacted to obtain their input.
5. Financial ability to execute the contract
Evaluation of the Tenderer’s financial ability to execute the contract. Emphasis will be placed
on the following: Professional indemnity
Contact the Tenderer’s bank manager to assess the Tenderer’s financial ability to execute
the contract and the Tenderer hereby grants his consent for this purpose.
6. Good standing with SA Revenue Services
Determine whether an original valid tax clearance certificate has been submitted. The Tenderer must affix an original valid Tax Clearance Certificate to Appendix 11 of
the Tender document.
If the Tender does not meet the requirements contained in the SALDANHABAY MUNICIPALITY
Procurement Policy, and the mentioned framework, it will be rejected by the Council, and may not subsequently be made acceptable by correction or withdrawal of the non-conforming
deviation or reservation.
7. Penalties
The SALDANHABAY MUNICIPALITY will if upon investigation it is found that a preference in
terms of the Act and these regulations has been obtained on a fraudulent basis, or any specified
goals are not attained in the performance of the contract, on discretion of the Departmental Head, one or more of the following penalties will be imposed:
RETURNABLE SCHEDULES REQUIRED FOR TENDER EVALUATION
SALDANHABAY MUNICIPALITY PART T2.3
46
Cancel the contract and recover all losses or damages incurred or sustained from the
Tenderer. Impose a financial penalty of twice the theoretical financial preference associated with the
claim, which was made in the Tender.
Restrict the Tenderer, its shareholders and directors on obtaining any business from the
SALDANHABAY MUNICIPALITY for a period of 5 years.
RETURNABLE SCHEDULES REQUIRED FOR TENDER EVALUATION
SALDANHABAY MUNICIPALITY PART T2.3
47
Good standing with SA Revenue Services Attach a valid original tax clearance certificate to Appendix 11 of the Tender document
NB: In case of a Joint Venture, the valid original tax clearance certificate/s of all the
partners in the Joint Venture, must be submitted with the Tender document.
ONLY THE VALID ORIGINAL TAX CLEARANCE CERTIFICATE/S FROM SARS WILL BE ACCEPTED, CERTIFYING THAT THE
TAXES OF THAT PERSON TO BE IN ORDER, OR THAT SUITABLE ARRANGEMENTS HAVE BEEN MADE WITH SARS.
Compliance with Employment Equity Act 55 of 1998
Attach a valid certificate from the Department of Labour, or a declaration (Refer to Equity Ownership
Table) by the designated EMPLOYER, that the EMPLOYER complies with the relevant chapters of the Employment Equity Act.
A failure to comply with the above is sufficient ground for rejection of any offer to conclude an agreement or for cancellation of the agreement.
Definitions in terms of the last mentioned Act.
“designated EMPLOYER means-
a) a EMPLOYER who employs 50 or more employees;
b) a EMPLOYER who employees fewer than 50 employees, but has a total annual turnover that is equal to or above the applicable annual turnover of a small
business in terms of Schedule 4 to this Act.”
“Schedule 4”
TURNOVER THRESHOLD APPLICABLE TO DESIGNATED EMPLOYERS
Sector or sub sector in accordance with the Standard Industrial
Classification
Total annual
turnover
Agriculture R 2,00 m
Mining and Quarrying R 7,50 m
Manufacturing R 10,00 m
Electricity, Gas and Water R 10,00 m
Construction R 5,00 m
Retail and Motor Trade and Repair Services R 15,00 m
Wholesale Trade, Commercial Agents and Allied Services R 25,00 m
Catering, Accommodation and other Trade R 5,00 m
Transport, Storage and Communications R 10,00 m
Finance and Business Services R 10,00 m
Community, Social and Personal Services R 5,00 m
THE CONTRACT
SALDANHABAY MUNICIPALITY PART C
TENDER NO. SBM 28/16/17
48
The Contract (Part C)
(ALL Documents and Schedules MUST BE RETURNED for the TENDER to Qualify)
PART C Part C1 Agreement and Contract Data Part C2 Pricing Data Part C3 Scope of Works
AGREEMENT & CONTRACT DATA
SALDANHABAY MUNICIPALITY PART C1
TENDER NO. SBM 28/16/17
49
The Contract (Part C1)
(ALL Documents and Schedules MUST BE RETURNED for the TENDER to Qualify)
PART C1 Part C1 .1 Form of Offer & Acceptance Part C1.2 Contract Data Part C1.3 Objections and Complainants Form Part C1.4 Form of Professional Indemnity Insurance
FORM OF OFFER & ACCEPTANCE
SALDANHABAY MUNICIPALITY PART C1.1
TENDER NO. SBM 26/17/18
50
FORM OF OFFER & ACCEPTANCE - (PART C1.1)
(AGREEMENT)
OFFER
The Employer, identified in the Acceptance signature block, has solicited offers to enter into
a contract for the procurement of:
PROFESSIONAL CONSULTING ENGINEERING SERVICES: LOUWVILLE 200 IRDP: CONSTRUCTION OF CIVIL ENGINEERING SERVICES ON 200 ERVEN IN
LOUWVILLE
...................................................................................................................................
The Tenderer, identified in the Offer signature block below, has examined the documents
listed in the Tender Data and addenda thereto as listed in the Tender schedules, and by
submitting this Offer has accepted the Conditions of Tender.
By the representative of the Tenderer, deemed to be duly authorised, signing this apart of
this Form of Offer and Acceptance, the Tenderer offers to perform all of the obligations and
liabilities of the Service Provider under the Contract including compliance with all its terms
and conditions according to their true intent and meaning for an amount to be determined in
accordance with the Conditions of Contract identified in the Contract Data.
THE OFFERED TOTAL OF THE PRICES INCLUSIVE OF VALUE ADDED TAX CARRIED
FORWARD FROM THE SCHEDULE OF ACIVITIES IS:
TENDER SBM 26/17/18: ..............................................................................................
................................................... rand (in words); R…. ..................... ………..(in figures)
Name of Tendering Entity:
Signature: Date:
FORM OF OFFER & ACCEPTANCE
SALDANHABAY MUNICIPALITY PART C1.1
51
ACCEPTANCE
By signing this part of this Form of Offer and Acceptance, the Employer identified below accepts the
Tenderer’s Offer. In consideration thereof, the Employer shall pay the Service Provider the amount
due in accordance with the, Conditions of Contract identified in the Contract Data. Acceptance of the
Tenderer’s Offer shall form an agreement, between the Employer and the Tenderer upon the terms
and conditions contained in this Agreement and in the Contract that is the subject of this Agreement.
The terms of the contract are contained in
Part C1 Agreements and Contract Data, (which includes this Form of Offer
and Acceptance)
Part C2 Pricing Data
Part C3 Scope of Work
and drawings and documents or parts thereof, which may be incorporated by reference into Parts C1 to C3 above. The Tenderer shall within two weeks after receiving a completed copy of this Agreement, contact the
Employer's representative (whose details are given in the Contract Data) to arrange the delivery of any
bonds, guarantees, proof of insurance and any other documentation to be provided in terms of the,
Conditions of Contract identified in the Contract Data. Failure to fulfil any of these obligations in
accordance with those terms shall constitute a repudiation of this Agreement.
Notwithstanding anything contained herein, this Agreement comes into effect on the date when the
Tenderer receives one fully completed original copy of this document, including the Schedule of
Deviations (if any). Unless the Tenderer (now Contractor) within five working days of the date of such
receipt notifies the Employer in writing of any reason why he cannot accept the contents of this
Agreement, this Agreement shall constitute a binding contract between the parties.
Signature(s)
Name(s)
Capacity
(Name & Address of Organisation)
FORM OF OFFER & ACCEPTANCE
SALDANHABAY MUNICIPALITY PART C1.1
52
It is expressly agreed that no other matter whether in writing, oral communication or implied during the period between the issue of the Tender documents and the receipt by the Tenderer of a completed signed copy of this Agreement shall have any meaning or effect in the contract between the parties arising from this Agreement. FOR THE TENDERER:
Signature(s)
Name(s)
Capacity
(Name & Address of Organisation) FOR THE EMPLOYER:
Signature(s)
Name(s)
Capacity
(Name & Address of Organisation)
CONTRACT DATA
SALDANHABAY MUNICIPALITY PART C1.2
53
Contract Data - (Part C1.2)
CONDITIONS OF CONTRACT The Standard Professional Services Contract (Second Edition, September 2005) published by the Construction Industry Development Board, are applicable to this. Copies of these Conditions of Contract may be obtained from the Construction Industry Development Board’s website www.cidb.org.za. PART 1: DATA PROVIDED BY THE EMPLOYER The following contract specific data are applicable to this Contract:
Clause
The Employer is the SALDANHABAY MUNICIPALITY
3.4 and
4.3.2
The Authorized and Designated representative of the Employer is:
Name: Mr. G. Smith or his nominee
The Employer's address for receipt of communications is:
Physical address
15 Main Road
Buller Centre
Vredenburg
Postal address:
SALDANHABAY MUNICIPALITY
Private Bag X12
Vredenburg
7380
Telephone: 022 701 7113
Fax: 022 715 1304
E-mail: [email protected]
1 The Tender is for the Procurement of PROFFESIONAL CONSULTING ENGINEERING SERVICES: LOUWVILLE 200 IRDP: CONSTRUCTION OF CIVIL ENGINEERING SERVICES ON 200 ERVEN IN LOUWVILLE
3.6 The Service Provider may release public or media statements or publish material related to the Services or Project subject to the approval of the Employer.
CONTRACT DATA
SALDANHABAY MUNICIPALITY PART C1.2
54
3.14 The Service provider shall include a provisional project program with respect to each project. This program must contain identifiable milestones coupled to specific time frames. Upon appointment of the consultant this program will be agreed to with the client and this program may then be used as basis to apply penalties. Tenderer must have sufficient resources to complete project program as agreed upon between the client & tenderer. Programs will be discussed at briefing session with successful tenderer.
5.1.1 and 5.1.2
The Service Provider is required to provide the Service with all reasonable care, diligence and skill in accordance with generally accepted professional techniques and standards. Where services include the powers to certify, decide or otherwise exercise discretion in regard to a contractor agreement between the Employer and others then the Service provider shall act in respect of that contract/agreement as an independent
5.4.1 The Service Provider is required to provide the following insurances:
1. Insurance against Risk in performing professional services
(Professional Indemnity cover) (Please attach
to Appendix 12)
Cover is: Min of R2,000,000/claim but not less than the
project value
Period of cover: Duration of Project
Deductibles are: None
5.5 The Service Provider is required to obtain the Employer’s prior approval in writing before taking any of the following actions:
1. Appointing Sub Consultants for the performance of any part of the Services
2. Three (3) written quotation must be submitted to Employer for approval before any commencement of services rendered by sub-contractor.
Additional Clause to be added
The Employer will not be responsible for any overtime worked by or overtime payments made to personnel, or any additional costs not specified in the tender submitted by the Tenderer.
9.1 Copyright of documents prepared for the Project shall be vested with SALDANHABAY MUNICIPALITY
Additional Clause to be added
Where not specifically indicated, all tendered prices, rates, tariffs, fees, etcetera are to include 14% VAT
CONTRACT DATA
SALDANHABAY MUNICIPALITY PART C1.2
55
PART 2: DATA PROVIDED BY THE SERVICE PROVIDER
Clause
5.3 The authorized and designated representative of the Service Provider is:
Name:
The Service Provider's address for receipt of communications is
Physical address:
Postal address:
Telephone:
Fax:
E-mail:
FORM OF PROFESSIONAL INDEMNITY INSURANCE
SALDANHABAY MUNICIPALITY PART C1.4
TENDER NO. SBM 26/17/18
56
FORM OF PROFESSIONAL INDEMNITY INSURANCE – PART C1.4
The Tenderer must affix proof of Professional Indemnity Insurance to Appendix 12 and refer to which tender the PI insurance is applicable.
NB: Minimum value of PI Insurance R 2 000 000/Claim but not less than the project value with number of claims unlimited. In cases where the project value is greater than R 2 000 000 the PI Insurance will be negotiated with
the Consultant.
*** Please Professional Indemnity Insurance to APPENDIX 12
PRICING DATA
SALDANHABAY MUNICIPALITY PART C2
TENDER NO. SBM 26/17/18
57
PRICING DATA (Part C2)
(ALL Documents and Schedules MUST BE RETURNED for the TENDER to Qualify)
PART C2 Part C2 .1 Pricing Instruction Part C2.2 Schedule of Activities
PRICING INSTRCTIONS
SALDANHABAY MUNICIPALITY PART C2.1
TENDER NO. SBM 26/17/18
58
Pricing Instructions (Part C2.1) C2.1 PRICING INSTRUCTIONS
1. Payment will be based on the completion of activities, based on the Engineering Council of South Africa (ECSA) Guidelines for Services and Process for Estimating Fees for Persons Registered in terms of the Engineering Professions Act, 2000, Act No.46 of 2000, Government Gazette No. 36529, 3 June 2013, board notice 117 of 2013; or the latest publication available provided that reasonable progress towards the completion of the activity is demonstrated.
2. The Schedule of Activities comprises items covering the Consultant's profit and costs of general liabilities and includes costs of all services. Table D of Pricing Schedule: Please note that this appointment will be made with Vredenburg as base and travelling cost, time and accommodation/subsistence expenses should be included in the offer. No additional costs will be claimable in this regard. This is for the recoverable expenses such as disbursements that include for expenses such as travel, accommodation, typing, copying, printing, additional testing etc. that will be required during the project. Any over and above items that the Tenderer is of the opinion must be considered for remuneration must be mentioned. Should no mention be made of a specific provisional amount, it will be accepted that the cost for such an over and above item has been included in the professional and services fees. The actual fee that will be paid for such service will be determined in accordance with the ECSA Guidelines. The amounts and rates to be inserted in the Schedule of Activities shall be the full inclusive amounts to the Employer for the work described under the various payment items. Such amounts shall cover all the costs and expenses that may be required for the professional services described, and shall cover the costs of all general risks, profits, liabilities, insurance and obligations set forth or implied in the Tender documents. For the purposes of this Schedule of Activities, the following words shall have the meanings hereby assigned to them: Unit : The unit of measurement for each item of Service provided as defined
in the Standardized, Project or Particular Specifications. Quantity : The number of units of work/service provision for each item. Rate : The payment per unit of work/provision of services at which the tenderer Tenders to do the work.
PRICING INSTRCTIONS
SALDANHABAY MUNICIPALITY PART C2.1
TENDER NO. SBM 26/17/18
59
Amount : The quantity of an item multiplied by the Tendered rate of the (same) item. Sum : An amount Tendered for an item, the extent of which is described in the schedule of activities, the scope of works or elsewhere, but of which the quantity of work is not measured in units
SCHEDULE OF ACTIVITIES
SALDANHABAY MUNICIPALITY PART C2.2
60
Schedule of Activities - (C2.2)
C 2.2.1 - FEE PROPOSAL GUIDELINES
Please take note of the following extracted guidelines and use this guideline to gauge your Tender price for professional services offered. The fee proposal must be based on the Engineering Council of South Africa (ECSA) Guidelines for Services and Process for Estimating Fees for Persons Registered in terms of the Engineering Professions Act, 2000, Act No.46 of 2000, Government Gazette No. 36529, 3 June 2013, board notice 117 of 2013 or the latest publication available.
Step 1: Determine Engineering Discipline
Determine the appropriate engineering discipline and whether the project is classified as an
Engineering or Building project.
Step 2: Determine Fee Category
Using the information in Step 1, determine which of Tables 4.1 to 4.3 in the Guideline to
apply, and based on the project work type, determine the applicable fee category. Note that
the Tables are only intended to provide a broad indication of the project type and the
SCHEDULE OF ACTIVITIES
SALDANHABAY MUNICIPALITY PART C2.2
61
description most suited to the project should be used.
SCHEDULE OF ACTIVITIES
SALDANHABAY MUNICIPALITY PART C2.2
64
Step 3: Determine Fee Range
Once the fee category has been determined, refer to Table 4.5 in order to determine the
applicable fee range for the particular fee category. Note that the method is flexible, and
while the fee range described in the Table should apply to most projects, there is no reason
why under certain circumstances the actual fee should not fall outside the guideline fee
range. The fee ranges indicated in Table 4.5 are based on Normal Services being
undertaken by the consulting engineer, and where Additional Services are required, this will
affect the fee range. Note also that, for convenience, Table 4.5 presents the fee range on an
assumed project works value of R 10 million.
The final fee percentage has to be adjusted to suit the actual works value, by following the
process described in Step 5 below.
Step 4: Adjust Fee for Project Situation and Engineering Effort
The consulting engineer must now further refine the fee to suit the actual project situation
and the engineering effort which is expected. This part of the process requires careful
thought and weighing up of the factors which may influence the cost of services by
reviewing Tables 4.6 to 4.9. It can only be undertaken by the consulting engineer himself.
.
SCHEDULE OF ACTIVITIES
SALDANHABAY MUNICIPALITY PART C2.2
69
Step 5: Adjust Fee Percentage According to Value of Works
The final step in the process is to refer to the graph presented in Fig 4.1 and, using the fee
percentage derived in Step 4, to adjust the final percentage to suit the actual estimated cost of the
scope of works in which the consulting engineer is involved.
It is suggested that for projects where the cost of the works is below R 1 million, the fee should be
determined on the basis of time and cost. Alternatively, if the fee must be either percentage based,
or a lump sum, the Steps 1 – 4 above could be followed, and the percentage arrived at for a works
value of R 1 million applied, but the actual percentage should not be below the upper limit of the
particular fee range. The Maximum percentage for the basic professional fees is 8.7%. The Minimum
percentage for the basic professional fees is 6.9%.
SCHEDULE OF ACTIVITIES
SALDANHABAY MUNICIPALITY PART C2.2
70
C 2.2.2 - Offered Fees for Tender SBM 26/17/18 The following is a schedule that takes note of the prices that the Tenderer is offering to render professional services required on Tender SBM 26/17/18. Please take note of the guidelines in order to provide Tenderer with a basis for prices offered. Please note the typical factor by which the basic fee is multiplied will be determined at the project briefing with the successful tenderer and the client.
NB: Basic Professional Fees Offered in accordance of (Clause 4.2.1 of
Engineering Professions Act (board notice 117 of 2013).
***Please see Appendixes 15 for
filled in Schedule Example
SCOPE OF WORKS
SALDANHABAY MUNICIPALITY PART C3
71
SCOPE OF WORKS – C3
C 3.1 DESCRIPTIONS OF WORKS C 3.1.1 EMPLOYER OBJECTIVES:
Proposals for the provision of consulting engineering services such as development of the
concept, detailed design, compilation of drawings, compilation of tender document, tender
process, construction monitoring/supervision and close out report for the LOUWVILLE
200 IRDP: CONSTRUCTION OF CIVIL ENGINEERING SERVICES ON 200 ERVEN
IN LOUWVILLE, VREDENBURG
C 3.1.2 Overview of the Works The works extent will include design of: Civil services design (these include storm water, sanitation, water networks, and roads) Telkom design services Site bulk earthworks design
The following documents must be considered during the design process:
SBM Water Master plan 2012 Spatial Development Framework (Vredenburg) National Environmental Management Act, 107 of 1998 (NEMA) National Water Act 108 of 1997 Department of Human Settlement Housing code Department of Human Settlement norms and standards for basic engineering services
C 3.1.3 Extent of the Works
The work to be carried out by the Tenderer (Consultant) under the contract comprises mainly
(but not limited) of the following:
Deliverables:
Concept Report; Detailed Design Report; Design Drawings; The compilation of subsequent Tender Documentation including specifications according
to SBM requirements;
Provide contract administration, project management and construction supervision (level as determined by the client) and monitoring of the total project during construction;
Issuing of project completion certificate.
SCOPE OF WORKS
SALDANHABAY MUNICIPALITY PART C3
72
Compliance with Statutory Governmental Legislative Requirements: All processes associated with obtaining the relevant licenses and authorizations as
required in terms of all relevant legislations such as (but not limited to) the NEMA (inclusive of an Environmental Assessment Process as required);
Heritage Investigations if required; The provision of Occupational Health and Safety; Geotechnical studies.
Note:
Other studies not stipulated above which will require appointment of sub
consultants may be financed as ad hoc works.
C 3.1.4 Location of the Work The location of this work is in the jurisdiction of SALDANHABAY MUNICIPALITY. Erf number 7752 in Louwville, Vredenburg.
C 3.2 ENGINEERING (GENERAL REQUIREMENTS)
C3.2.1 Cost Estimate and Project Phasing
The cost estimate & phasing of the project will be discussed at the briefing session of the project. C 3.2.2 Scope and Specification of Professional Services
The required Professional Services as referenced are provided below:
Normal Services C3.2.2.1 Report stage
The preparation and submission of a report embodying preliminary Tenders or feasibility studies and estimates of cost and time where appropriate for consideration by the employer, including all or any of the following:
1. Consultation with the employer or employer’s authorized representative.
2. Inspection of the site of the project.
3. Preliminary investigation, route location, planning and a level of design appropriate to allow project decisions to be made, where any of these are required for the determination of feasibility.
4. Consultation with authorities having rights or powers of sanction as well as consultation
with the public and stakeholder groups.
5. Advice to the employer as to regulatory and statutory requirements, including
environmental management and the need for surveys, analyses, tests and site or other
SCOPE OF WORKS
SALDANHABAY MUNICIPALITY PART C3
73
investigations, as well as approvals, where such are required for the completion of the report, and arranging for these to be carried out at the employer’s expense.
6. Searching for, obtaining, investigation and collation of available data, drawings and plans relating to the works.
7. Investigation of inter alia the following aspects in relation to the project proposals or
feasibility studies: Technical/practical Financial/ economic Environmental in consultation with EAP Social and aesthetic
C3.2.2.2 Preliminary Design Stage
Following the employer’s instructions to proceed, the development of preliminary proposals or the basic planning of the project, comprising all or any of the following:
1. Submission of a basic planning report.
2. Establishment of final design criteria.
3. Advice to the employer as to the regulatory and statutory requirements, including environmental management (Environmental Impact Assessments) and the need for any further surveys, analyses, tests and site or other investigations, as well as approvals, which may be required and arranging for these to be carried out at the employer’s expense. This advice is to be concluded by the consulting engineer with the interpretation of the results of these tests and investigations, including geotechnical and/or foundation investigations, together with a report containing recommendations to be applied to and incorporated in designs. The consulting engineer will also take the environmental management plan into account.
4. Advice to the employer, as may be necessary, on the engagement and delineation of
the services of other consultants and advisers, arranging such engagements and consultation with them on matters pertaining to the project.
5. Design of any process or system or refinement of the preliminary process design,
where such process design is a prerequisite for the design of the project.
6. Preparation and submission to the employer of any preliminary plans, drawings and estimates required for seeking the approval of statutory authorities and the employer.
7. Consultation on all technical matters with the employer, authorities and interested
parties other than those having rights or powers of sanction, and making modifications to the preliminary design of the works arising out of such consultations.
8. Submission of estimates of capital and life cycle costs, financial implications and
programmes for the implementation of the works.
SCOPE OF WORKS
SALDANHABAY MUNICIPALITY PART C3
74
C3.2.2.3 Design and Tender Stage
Following the employer’s instructions to proceed with the preparation of all documents necessary to enable Tenders for the works to be called for or for the works to be otherwise placed by the employer, including all or any of the following:
1. Advice to the employer as to the necessity for further surveys, special visits, use of specialist consultants, setting out or staking out the works, and arranging for such to be carried out at the employer’s expense.
2. Preparation of detail designs and Tender and/or working drawings.
3. Preparation of specifications and schedules of quantities for engineering works.
4. Provision of information necessary for the design of other services.
5. Submission of updated and revised estimates, capital and life cycle costs, financial
implications and programmes for implementation of the works previously submitted.
6. Drafting or adapting invitations to Tender, Tender conditions, forms of Tender and conditions of contract, advising the employer on Tender strategies and suitable contractors and calling for Tenders when instructed to do so by the employer.
7. Advice to the employer on any alternative designs and Tenders, but excluding
detailed inspection, reviewing and checking of alternative designs and drawings not prepared by the consulting engineer and submitted by any contractor or potential contractor.
8. Analyses of Tenders and submission of recommendations on the acceptance of
Tenders and, if necessary, revising the estimates of the cost and the completion date of the works.
9. Advice to the employer as to the provision of a construction monitoring service
in accordance with clause C3.2.2.8, over and above that provided for under clause C3.2.2.5(3).
10. Clauses C3.2.2.3(3), C3.2.2.3(6) and C3.2.2.3(8) do not apply in respect of civil and
structural services pertaining to building projects or on projects where all financial, Tender and contractual matters are handled by other parties.
11. Clause C3.2.2.3(5) does not apply in respect of civil and structural services pertaining
to building projects or on projects where all financial, Tender and contractual matters are handled by other parties, except as far as inputs to and assessment of programmes for such services are concerned.
C3.2.2.4 Working Drawing Stage
1. Following the employer’s instructions to proceed, the preparation of any further plans, designs and drawings, excluding shop details, which may be necessary for the execution of the works.
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C3.2.2.5 Construction Stage
The overall contract administration and co-ordination, as well as construction monitoring of the execution of the works in accordance with the contract, including all or any of the following:
1. Placing orders for the works on behalf of the employer.
2. Advice to the employer as to the preparation of the contract documents, or preparation of the contract documents in consultation with the employer.
3. Overall contract administration and co-ordination, as well as construction
monitoring of the execution of the works for compliance with the contract and attending site meetings on a combined average frequency of at least one day every two weeks for the duration of the construction of the specific works for which the consulting engineer is engaged or at such more frequent intervals as the consulting engineer may deem necessary.
4. Directing construction monitoring operations, but excluding detail day-to-day
construction monitoring of the works and contract administration, as provided for under clause C3.2.2.8.
5. Advice to the employer as to the provision of a construction monitoring service
in accordance with clause C3.2.2.8, over and above that provided for in this clause.
6. Checking contractor’s drawings of structures, plant, equipment and systems for the works for conformity with design requirements, but excluding detailed checking of manufacture and installation details for erection or installation fit.
7. Advice to the employer on any further alternative designs, but excluding detailed
inspection, reviewing and checking of alternative designs and drawings not prepared by the consulting engineer and submitted by any contractor.
8. Issuing instructions to contractors on behalf of the employer.
9. Issuing certificates or recommendations for payment of contractors and submitting
regular reports regarding works finances and anticipated completion dates and final costs.
10. Advice to the employer in regard to or the resolution of disputes or differences that
may arise between the employer and the contractor, except mediation, arbitration and/or litigation.
11. Preparation of and issuing variation orders on behalf of and after consultation with the
employer.
12. General inspection of materials and equipment for compliance with the original design and Tender, including checking of marks or documentation for adherence to National and International standards and advice to the employer regarding further inspection and testing of such materials and equipment as may be necessary and arranging for
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such inspection and testing to be carried out on behalf of and at the employer’s expense.
13. Making arrangements on behalf of the employer for the provision and reproduction
of such drawings and documents as may be required by the contractors and site staff for the execution of the works.
14. Agreeing interim and final quantities with contractors, compiling interim and final
accounts and issuing interim and final payment certificates.
15. Prepare and, on completion of the works, provide the employer with as-built drawings. Making arrangements for the contractor to supply detailed operation, operating and maintenance manuals as part of the contractor’s contractual obligations, receiving such and handing it over to the employer. Both sets of documents shall be in formats as agreed to with the employer.
16. Evaluating results of contractor’s commissioning procedures and tests and
witnessing final performance or acceptance tests on site, only, but excluding day-to-day routine tests.
17. The compiling of monthly progress reports for/on behalf of the employer for use by
external funding sources and in the format as required by the external funding sources.
18. Issuing of Completion Certificate together with all responsibilities and liabilities attached to such issuance of Completion Certificate as required by the employer.
19. Clauses C3.2.3.5(1), C3.2.2.5(2), C3.2.2.5(9), C3.2.2.5(10), C3.2.2.5(11) and C3.2.2.5(14) do not apply in respect of civil and structural services pertaining to building projects or on projects where all financial, Tender and contractual matters are handled by other parties.
C3.2.2.6 Targeted Procurement
Should the employer during any stage of the project, require the consulting engineer to perform work or services pertaining to targeted procurement, such work and or services could entail, but are not limited to, any or all of the following:
1. Incorporation of any targeted participation goals,
2. The measuring of key participation indicators,
3. The selection, appointment and administration of participation and
4. Auditing compliance to the above by any contractors and/or professional consultant.
Additional Services required
The following services are additional to the normal services provided by the consulting engineer, unless specifically agreed otherwise between the consulting engineer and the
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employer. The agreement on the scope of services and remuneration shall be in writing and should, if at all possible, be concluded before such services are rendered.
C3.2.2.7 Additional Services pertaining to all Stages of the Project
1. Enquiries not directly concerned with the works and its subsequent utilization.
2. Valuation for purchase, sale or leasing of plant, equipment, material, systems, land or buildings or arranging for such valuation.
3. Identification and possible relocation of all buried and existing infrastructure services
4. Making arrangements for way leaves, servitudes or expropriations.
5. Negotiating and arranging for the provision or diversion of services not forming part
of the works.
6. Additional work in obtaining the formal approval of the appropriate Government Departments or Public Authorities, including the making of such revisions as may be required as a result of decisions of such Departments or Authorities arising out of changes in policy, undue delay, or other causes beyond the consulting engineer’s control.
7. Surveys, analyses, tests and site or foundation or other investigations, model tests,
laboratory tests and analyses carried out on behalf of the employer.
8. Setting out or staking out the works and indicating any boundary beacons and other reference marks.
9. Preparation of drawings for manufacture and installation or detailed checking of such
for erection or installation fit.
10. Detailed inspection, reviewing and checking of designs and drawings not prepared by the consulting engineer and submitted by any contractor or potential contractor as alternative to those embodied in Tender or similar documents prepared by the consulting engineer.
11. Inspection and testing, other than on site, of materials and plant, including inspection
and testing during manufacture.
12. Preparing and setting out particulars and calculations in a form required by any relevant authority.
13. Abnormal additional services by or costs to the consulting engineer due to the
failure of a contractor or others to perform their required duties adequately and timely.
14. Executing or arranging for the periodic monitoring and adjustment of the works, after
final handover and completion of construction and commissioning, in order to optimise or maintain proper functioning of any process or system.
15. Investigating or reporting on tariffs or charges leviable by or to the employer.
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16. Advance ordering or reservation of materials and obtaining licenses and permits.
17. Additional services, duties and/or work resulting from project scope changes, alterations and/or instructions by the employer, or his duly authorized agents, requiring the consulting engineer to advise upon, review, adapt and/or alter his completed designs and/or any other documentation and/or change the scope of his services and/or duties. Such additional services are subject to agreement in writing between the consulting engineer and the employer prior to the execution thereof.
18. Exceptional arrangements, communication, facilitation and agreements with any
stakeholders other than the employer and contractors appointed for the works on which the consulting engineer provides services.
19. Any other additional services, of whatever nature, specifically agreed to in writing between the consulting engineer and the employer.
C3.2.2.8 Construction Monitoring
1. If the construction monitoring, as set out in clause C3.2.2.5 (3), is deemed to be insufficient by the employer and/or consulting engineer, the consulting engineer may, with prior written approval having been obtained from the employer, appoint or make available additional staff for such construction monitoring as are necessary to undertake additional construction monitoring on site to the extent specifically defined and agreed with the employer. The functions in respect of additional construction monitoring are to be limited to detailed inspections and exclude those mentioned under clause C3.2.2.5.
2. Alternatively, the employer may appoint or make available staff, as intended in clause
C3.2.2.8(1), subject to approval by the consulting engineer.
3. Staff, as intended in clauses C3.2.2.8(1) and C3.2.2.8(2), shall report to and take instructions from the consulting engineer or an authorized representative of the consulting engineer only and shall be deemed to be in the employ of the consulting engineer.
4. Should any change regarding the persons utilized for additional on-site monitoring
or their remuneration be necessary, the utilization of such persons and/or their remuneration must be agreed in writing with the employer prior to the implementation thereof.
5. If, for any reason, no additional staff or inadequate staff for construction
monitoring is appointed, the consulting engineer shall provide additional services, including additional site visits, as required and agreed to in writing with the employer prior to commencement thereof.
6. With reference to Occupational Health and Safety Act, 1993 (Act No.85 of
1993).The consulting engineer agrees to undertake duties falling under the
Occupational Health and Safety Act, 1993 (Act No.85 of 1993) and the Construction
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Regulations 2014 in terms thereof, on behalf of the employer, the additional services
will include the following:
(a) The consulting engineer must arrange, formally and in writing, for the
contractor to provide documentary evidence of compliance with all the requirements of the Occupational Health and Safety Act, 1993 (Act No.85 of 1993).
(b) The consulting engineer must execute the duties of the employer, as his
appointed agent, as contemplated in the Construction Regulations 2014 to the Occupational Health and Safety Act, 1993 (Act No.85 of 1993).
(c) Preparing the base line risk assessment on behalf of the client.
7. The duties of the consulting engineer for the following four defined levels of
construction monitoring, respectively, are as follows:
Level 1: The construction monitoring staff shall:-
1) Monitor the outputs from another party's quality assurance programme against the requirements of the plans and specifications.
2) Visit the works at a frequency agreed with the employer to review
important materials, critical work procedures and/or completed elements or components.
3) Be available to advise the contractor on the technical interpretation of the plans and specifications.
Level 2: The construction monitoring staff shall:-
1) Review, preferably at the earliest opportunity, a sample of each important – Work procedure & Construction material for compliance with the requirements of the plans and specifications and review representative samples of important completed work prior to enclosure or completion as appropriate.
2) Visit the works at a frequency agreed with the employer to review important materials, critical work procedures and/or completed elements or components.
3) Be available to provide the contractor with technical interpretation of the
plans and specifications.
Level 3: The construction monitoring staff shall:
1) Maintain a part-time presence on site as agreed with the employer to review random samples and review important completed work prior to enclosure or on completion as appropriate.
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2) Where the consulting engineer is the sole consultant or principal agent, carry out such administration of the project as is necessary on behalf of the employer.
3) Be available to provide the contractor with technical interpretation of the
plans and specifications.
Level 4: The construction monitoring staff shall:-
1) Maintain a full time presence on site to constantly review - Work procedures & Construction materials for compliance with the requirements of the plans and specifications and review completed work prior to enclosure or on completion as appropriate.
2) Where the consulting engineer is the sole consultant or principal agent,
carry out such administration of the project as is necessary on behalf of the employer.
3) Be available to provide the contractor with technical interpretation of the
plans and specifications.
PRICING SCHEDULE
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Pricing Schedule (Part D 1)
ITEM WORK DESCRIPTION UNIT QUANTITY RATE AMOUNT
1 Project Inception
1.1 Pre-planning work No 200
1.2 Facilitation No 200
Total for Project Inception
2 Work Packages / Design Phase
2.1 Project Management No 200
2.2 Geotechnical investigation No 200
2.3 Contour Survey No 200
2.4 Town Planning No 200
2.5 Civil Engineers fee No 200
Total for Project Inception
3 Infrastructure construction (Child 1)
3.1 Site supervision No 200
3.2 Land surveying and pegging No 200
3.3 Environmental Control officer No 200
3.4 Health and Safety Officer No 200
3.5 Construction Phase Project management No 200
3.6 Geotechnical Variance Management No 200
3.7 General Plan registration fee No 200
Total for Project Inception
4 Top Structure Construction (Child 2)
4.1 Architectural design No 200
4.2 Top Structure Project management No 200
4.3 Construction clerk of work No 200
Total for Project Inception
5 Project Close out
5.1 Certification and as built drawings No 200
5.2 Conveyancing (Provisional) No 200
5.3 Beneficiary Administration No 200
5.4 Minor Legal fees No 200
Total for Project Inception
TOTAL PROJECT FEE (EXCLDUING VAT)
14 % VAT
TOTAL PROJECT FEE (INCLUDING VAT)
APPENDIXES
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APPENDIX 2
COMPANY REGISTRATION & SHAREHOLDING
APPENDIXES
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APPENDIX 8
CONFIRMATION OF BANKING DETAILS
APPENDIXES
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APPENDIX 9
ATTENDANCE OF CLARIFICATION MEETING
APPENDIXES
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APPENDIX 10
VALID TAX CLEARANCE CERTIFICATE
APPENDIXES
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APPENDIX 12
PROFESSIONAL INDEMITY INSURANCE