TERMS OF REFERENCE

IDT CONTRACTOR DEVELOPMENT PROGRAMME PANEL

OF CONTRACTORS FOR THE FREE STATE REGION

BID NO. IDTFSCDP2024-27

INVITATION TO BID FOR PARTICIPATION IN THE INDEPENDENT DEVELOPMENT

TRUST (IDT) CONTRACTOR DEVELOPMENT FOR 1GB TO 6GB FOR A PERIOD OF
THREE YEARS

Name of Bidder:…………………………………………………..
CSD Number: …………………………………………………….
CRS Number:……………………….CIDB Grade:……………..

TENDER CLOSING DATE: 13 September 2024 TIME 12H00PM

ISSUED BY:

The Independent Development Trust

46 2nd Avenue,

Westdene,

Bloemfontein,

9301

Tel: (051) 430 0011

Website: www.idt.org.za

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TABLE OF CONTENT
PART A: BIDDING PROCEDURE .................................................................................................. 3
1.1 BRIEFING SESSION: ........................................................................................................... 3
1.2 DESCRIPTION OF PROGRAMME ....................................................................................... 5
1.3 ADMINISTRATIVE REQUIREMENTS: ................................................................................. 6
1.4 EVALUATION CRITERIA ..................................................................................................... 7
1.5 TERMS AND CONDITIONS ................................................................................................ 10
SBD 1 ........................................................................................................................................... 12
PART B ........................................................................................................................................ 14
SBD 4 ........................................................................................................................................... 14
SBD 6.1 ........................................................................................................................................ 20
NOMINATION FORM 1……………………………………………………………………………………25
NOMINATION FORM 2 ……………………………………………………………………….…………..26

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 PART 1: BIDDING PROCEDURE

1.1 BRIEFING SESSION:

Compulsory briefing session will be held virtually on 06 SEPTEMBER 2024 @ 14H00PM.

Kindly click on the meeting link below or alternatively use the meeting details:

Join the meeting now (Ctrl + Click)

Meeting ID: 310 208 262 594
Passcode: 8654dx

Enquiries: Mokete Mokoena (CDP Coordinator): [email protected]

Lefa Makoti (Project Implementation Manager): [email protected] or

Motshere Magoro (Project Implementation Manager):
[email protected]

Obakeng Marwane (Regional Portfolio Manager):

[email protected]

David Motsatse (SCM Representative): [email protected]

All bids must be submitted to the Free State IDT Regional Offices at the following physical
address:
46 2nd Avenue
Westdene
Bloemfontein
9301

Bids that are Submitted in any other place other than the above mentioned will not be
considered.

GENERAL
BID INFORMATION

Type: Open Tender/Bids

Bid Documents will be Available from: 16 August 2024

Bid Closing: 13 September 2024

The Bid Advert and Documents will be available and to be downloaded on:

 National Treasury e-Tender portal and CIDB website

 IDT Website

BID REF NO: IDTFSCDP2024-27 3|Pag e

Validity Period: 120 days

Contract period: Three Years

Bidders queries will be attended to only up to 7 Calendar days before closing

date.

Unsuccessful Bidders will not be notified. If you do not receive any response from IDT
regarding this bid after 4 months from closing date, please consider your bid unsuccessful.

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1.2 DESCRIPTION OF PROGRAMME

The Independent Development Trust (IDT), listed in terms of the Public Finance Management
Act (PFMA) as a Schedule 2 entity, that is mandated to provide social infrastructure delivery
management services as a contribution to the national development agenda. The entity
delivers social infrastructure through a participatory approach leaning towards people-
centeredness and incorporates the empowerment of historically vulnerable groups’ in its
development efforts and performance indicators.

The IDT is implementing a Contractor Development Programme (CDP) in partnership with

the CIDB and the Department of Public Works and Infrastructure in order to build and
enhance the capacity of the construction industry. The programme entails recruiting
emerging contractors amongst the previously disadvantaged South Africans,
facilitating theoretical training and extensive practical infrastructure development
mentorship process. The aim is to support lower graded contractors to enable them to
exit the program on the basis of achieving the necessary competences, experience,
track record and financialcapital in order to be upgraded in the construction industry.

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 1.3 ADMINISTRATIVE REQUIREMENTS:

1.3.1 Compulsory documents to be submitted

a. Valid CIPC certificate or other authentic proof of company ownership documents

b. Certified ID Copies of Directors (certification not older three (3) months from bid
closing date)
c. A completed affidavit (template provided) for the two nominated members of the
entity who undertake full commitment to the IDT CDP programme.
d. Proof of valid CIDB grading registration.
e. Fully completed and signed Standard Bidding Documents (SBD forms):
• SBD 1: Invitation to Bid
• SBD 4: Bidder’s disclosure
• SBD 6.1: Preference points claim form in terms of the Preferential
Procurement Regulations, 2022
f. Valid Tax Clearance Certificate; Or Tax compliance letter with Unique Security Personal
Identification Number (PIN) in terms of the Electronic Tax Compliance Status (TCS)
System from SARS.
g. Valid COIDA / FEM Certificate
h. Provide Central Supplier Database (CSD) report and/or MAAA Number.

NB: Bidders who fail to comply with any of the compulsory documents will be disqualified.
 The CDP will not allow Joint Venture/ Consortium to bid for this programme.
 The IDT reserves the right to verify the validity of the submitted documents

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 1.4 EVALUATION CRITERIA:

VARIABLES DESCRIPTION OF TOTAL CRITERIA POINTS

CRITERIA POINTS

FUNCTIONALITY 100
POINTS
Relevant Points allocated for 10 Qualification 10
Qualifications for the possession of relevant (National
nominated director documents i.e, certification or
of the company CV(company director), National Diploma
Originally Certified Copies or Degree or
of Qualifications and higher) in built
Identity document. NB. environment
Failure to submit all of the
above-mentioned
documents will result in
non-allocation of points
Relevant Points allocated for 30 Degree in built 30
Qualifications for the possession of relevant environment
nominated documents i.e,
employee of the CV(company employee),
company Originally Certified Copies
of Qualifications and
Identity document. NB.
Failure to submit all of the
above-mentioned
documents will result in
non-allocation of points
National Diploma 20
in built
environment
National 10
certification in built
environment
Proof of Building 40 CLUSTER A (1 - 2GB)
Construction Points allocated for 2 Completed 40
experience (track submission of appointment Projects
record) letter/Purchase Order
1 Completed 20
indicating (Project
Projects
Description and Project
value) and Completion 0 Completed 0
letter/Certificate: Projects
CLUSTER B (3 - 4GB)
In an event that a bidders
3 Completed 40
was sub-contracting, the
Projects
bidder must provide the
2 Completed 20
appointment letter of the
Projects
main contractor together
with the above documents. 1 Completed 10
Projects

BID REF NO: IDTFSCDP2024-27 7|Pag e

 0 Completed 0
NB. Failure to submit all of Projects
the above-mentioned
documents will result in CLUSTER C (5 - 6GB)
non-allocation of points 4 Completed 40
Projects
3 Completed 30
Projects
2 Completed 20
Projects
1 Completed 10
Projects
0 Completed 0
Projects
Locality within Free Attachment of any copy of 20 Locality within 20
State Province the following documents : Free State
(1)Title deed, letter from a Province
traditional authority or
municipal statement which
should not be older than
3(three) months or (2) A
formal lease agreement
together with lessor's
municipal account or letter
from the traditional
authority
NB: The physical address No submission 0
given in the SBD 1 will be
used and should be
consistent or the same as
the preferred address in the
Central Supplier Database
report.
TOTAL 100
Threshold 70

People With Disability

People with disability are encouraged to bid.
Panel Allocation
The allocation will be based on points scored for functionality in ascending order
Project allocation
The successful bidders will be invited for value competitive bidding (price and preference
points) for all infrastructure procurement operations over the three year period on "as and
when" basis

BID REF NO: IDTFSCDP2024-27 8|Pag e

1.5 TERMS AND CONDITIONS

This Invitation to bid has been compiled by the IDT. It is being made available, on thesame
basis, to all bidders. Bidders response to this invitation will be deemed to be on the basis that
they acknowledge and accept the terms set out below:

 The Bidder’s attention is specifically drawn to the fact that appointment to the CDP panel
will not necessarily result in the bidder being awarded work from the IDT.
 IDT reserves the right to subject Bidders and their facilities to assessment as partof the
evaluation process or as a condition to be appointed.
 The IDT reserves the right to amend, modify or withdraw this Invitation to bid or amend,
modify or terminate any of the procedures or requirements set out herein at any time and
from time to time, without prior notice and without liability to compensate or reimburse any
person.

 Neither the IDT nor any of their respective directors, officers, employees, agents,
representatives or advisors will assume any obligation for any costs or expenses incurred
by any party in or associated with preparing or submitting a bid documentsin response to
the Invitation to bid.
 Any material change in the control and/or composition of any ownership or any core
member of a company after submission of a bid document, shall require the prior written
approval of the IDT, and any failure to seek such approval from the IDT shall result in the
IDT being entitled, in its sole discretion, to exclude the relevant bidder from any further
participation in the bidding process. The IDT shallbe the sole arbiter as to what constitutes
a “material change in the control and/or composition of any bidder, and as to what
constitutes a “core member of a bidder for purposes of such approval. Any request for such
approval shall be made to the IDT in writing and shall provide sufficient reasons and
information to allow the IDTto make a decision. The IDT reserves the right to accept or reject
any such requestfor approval in its sole discretion
 Any requirement set out in this bid document that stipulates the form and/or contentof any
aspect of a bid, is stipulated for the sole benefit of the IDT, and save as expressly stated
to the contrary, may be waived by the IDT in its sole discretion atany stage in the bidding
process.
 The IDT and its advisors may rely on this process as being accurate and comprehensive
in relation to the information and proposals provided therein by the Bidders.
 All bid documents submitted to the IDT will become the property of the IDT and willas such

BID REF NO: IDTFSCDP2024-27 9|Pag e

 not be returned to the bidders. Proprietary information should be identifiedas such in each
proposal.
 If the IDT amends this terms of reference, the amendment will be sent to each bidders in
writing. No oral amendments by any person will be considered or acknowledged.
 This document is released solely for this purpose and must be considered confidential. In
addition, the use, reproduction or disclosure of the requirements, specifications or other
material in this document is strictly prohibited.
 Successful Bidders will be subjected to Tax Verification before appointment into the CDP
panel and allocation of projects

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 SBD 1
PART A
INVITATION TO BID

YOU ARE HEREBY INVITED TO BID FOR REQUIREMENTS OF THE INDEPENDENT DEVELOPMENT TRUST (IDT)
BID NUMBER: IDTFSCDP2024-27 CLOSING DATE: 13 September 2024 CLOSING TIME: 12h00
INVITATION TO BID FOR PARTICIPATION IN THE INDEPENDENT DEVELOPMENT TRUST (IDT)
DESCRIPTION CONTRACTOR DEVELOPMENT FOR 1GB TO 6GB FOR A PERIOD OF THREE YEARS
BID RESPONSE DOCUMENTS MAY BE DEPOSITED IN THE BID BOX SITUATED AT (STREET ADDRESS)
IDT FREE STATE OFFICE
46 2ND AVE, WESTDENE,
BLOEMFONTEIN,
FREE STATE 9301

BIDDING PROCEDURE ENQUIRIES MAY BE DIRECTED TO TECHNICAL ENQUIRIES MAY BE DIRECTED TO:
MR. DAVID MOTSATSE MR. LEFA MAKOTI / MR.
CONTACT PERSON CONTACT PERSON MOKETE MOKOENA
TELEPHONE NUMBER 012 845 2000 TELEPHONE NUMBER (051) 430 1187
FACSIMILE NUMBER FACSIMILE NUMBER
[email protected] [email protected] /
E-MAIL ADDRESS E-MAIL ADDRESS [email protected]
SUPPLIER INFORMATION
NAME OF BIDDER
POSTAL ADDRESS
STREET ADDRESS
TELEPHONE NUMBER CODE NUMBER
CELLPHONE NUMBER
FACSIMILE NUMBER CODE NUMBER
E-MAIL ADDRESS
VAT REGISTRATION
NUMBER
SUPPLIER COMPLIANCE TAX COMPLIANCE CENTRAL SUPPLIER
OR
STATUS SYSTEM PIN: DATABASE No: MAAA
B-BBEE STATUS LEVEL TICK APPLICABLE BOX] B-BBEE STATUS LEVEL [TICK APPLICABLE BOX]
VERIFICATION SWORN AFFIDAVIT
CERTIFICATE Yes No Yes No
[A B-BBEE STATUS LEVEL VERIFICATION CERTIFICATE/ SWORN AFFIDAVIT (FOR EMES & QSEs) MUST BE SUBMITTED IN
ORDER TO QUALIFY FOR PREFERENCE POINTS FOR B-BBEE]
ARE YOU THE ACCREDITED Yes No ARE YOU A FOREIGN BASED Yes No
REPRESENTATIVE IN SUPPLIER FOR THE GOODS [IF YES, ANSWER THE
SOUTH AFRICA FOR THE [IF YES ENCLOSE PROOF] /SERVICES /WORKS QUESTIONNAIRE
GOODS /SERVICES /WORKS OFFERED? BELOW]
OFFERED?
QUESTIONNAIRE TO BIDDING FOREIGN SUPPLIERS
IS THE ENTITY A RESIDENT OF THE REPUBLIC OF SOUTH AFRICA (RSA)? YES NO
DOES THE ENTITY HAVE A BRANCH IN THE RSA? YES NO
DOES THE ENTITY HAVE A PERMANENT ESTABLISHMENT IN THE RSA? YES NO
DOES THE ENTITY HAVE ANY SOURCE OF INCOME IN THE RSA? YES NO
IS THE ENTITY LIABLE IN THE RSA FOR ANY FORM OF TAXATION? YES NO

IF THE ANSWER IS “NO” TO ALL OF THE ABOVE, THEN IT IS NOT A REQUIREMENT TO REGISTER FOR A TAX
COMPLIANCE STATUS SYSTEM PIN CODE FROM THE SOUTH AFRICAN REVENUE SERVICE (SARS) AND IF NOT REGISTER
AS PER 2.3 BELOW.

BID REF NO: IDTFSCDP2024-27 11 | P a g e

 PART B

TERMS AND CONDITIONS FOR BIDDING

1. BID SUBMISSION:
1.1. BIDS MUST BE DELIVERED BY THE STIPULATED TIME TO THE CORRECT ADDRESS. LATE BIDS WILL
NOT BE ACCEPTED FOR CONSIDERATION.
1.2. ALL BIDS MUST BE SUBMITTED ON THE OFFICIAL FORMS PROVIDED–(NOT TO BE RE-TYPED) OR IN
THE MANNER PRESCRIBED IN THE BID DOCUMENT.
1.3. THIS BID IS SUBJECT TO THE PREFERENTIAL PROCUREMENT POLICY FRAMEWORK ACT, 2000 AND
THE PREFERENTIAL PROCUREMENT REGULATIONS, 2017, THE GENERAL CONDITIONS OF CONTRACT
(GCC) AND, IF APPLICABLE, ANY OTHER SPECIAL CONDITIONS OF CONTRACT.
1.4. THE SUCCESSFUL BIDDER WILL BE REQUIRED TO FILL IN AND SIGN A WRITTEN CONTRACT FORM
(SBD7).

2. TAX COMPLIANCE REQUIREMENTS

2.1 BIDDERS MUST ENSURE COMPLIANCE WITH THEIR TAX OBLIGATIONS.
2.2 BIDDERS ARE REQUIRED TO SUBMIT THEIR UNIQUE PERSONAL IDENTIFICATION NUMBER (PIN)
ISSUED BY SARS TO ENABLE THE ORGAN OF STATE TO VERIFY THE TAXPAYER’S PROFILE AND TAX
STATUS.
2.3 APPLICATION FOR TAX COMPLIANCE STATUS (TCS) PIN MAY BE MADE VIA E-FILING THROUGH THE
SARS WEBSITE WWW.SARS.GOV.ZA.
2.4 BIDDERS MAY ALSO SUBMIT A PRINTED TCS CERTIFICATE TOGETHER WITH THE BID.
2.5 IN BIDS WHERE CONSORTIA / JOINT VENTURES / SUB-CONTRACTORS ARE INVOLVED, EACH PARTY
MUST SUBMIT A SEPARATE TCS CERTIFICATE / PIN / CSD NUMBER.
2.6 WHERE NO TCS PIN IS AVAILABLE BUT THE BIDDER IS REGISTERED ON THE CENTRAL SUPPLIER
DATABASE (CSD), A CSD NUMBER MUST BE PROVIDED.
2.7 NO BIDS WILL BE CONSIDERED FROM PERSONS IN THE SERVICE OF THE STATE, COMPANIES WITH
DIRECTORS WHO ARE PERSONS IN THE SERVICE OF THE STATE, OR CLOSE CORPORATIONS WITH
MEMBERS PERSONS IN THE SERVICE OF THE STATE.”

NB: FAILURE TO PROVIDE / OR COMPLY WITH ANY OF THE ABOVE PARTICULARS MAY
RENDER THE BID INVALID.

SIGNATURE OF BIDDER: ……………………………………………

CAPACITY UNDER WHICH THIS BID IS SIGNED: ……………………………………

(Proof of authority must be submitted e.g. company resolution)

DATE: …………………………………………...

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 SBD 4

BIDDER’S DISCLOSURE

1. PURPOSE OF THE FORM

Any person (natural or juristic) may make an offer or offer in terms of this invitation to bid. In line
with the principles of transparency, accountability, impartiality, and ethics as enshrined in the
Constitution of the Republic of South Africa and further expressed in various pieces of legislation,
it is required for the bidder to make this declaration in respect of the details required hereunder.

Where a person/s is listed in the Register for Tender Defaulters and/or the List of Restricted
Suppliers, that person will automatically be disqualified from the bid process.

2. Bidder’s declaration

2.1 Is the bidder or any of its directors/trustees/shareholders/members/partners, or any person

having a controlling interest1 in the enterprise,
employed by the state? YES/NO
2.1.1 If so, furnish particulars of the names, individual identity numbers, and, if applicable, state
employee numbers of sole proprietors/directors/trustees/shareholders/members/ partners or any
person having a controlling interest in the enterprise, in the table below.
Full Name Identity Number Name of State
institution

2.2 Do you, or any person connected with the bidder, have a relationship with any person who is
employed by the procuring institution? YES/NO
2.2.1 If so, furnish particulars:
……………………………………………………………………………………
……………………………………………………………………………………

2.3 Does the bidder or any of its directors/trustees/shareholders/members/partners or any person

having a controlling interest in the enterprise have any interest in any other related enterprise
whether or not they are bidding for this contract? YES/NO

1 The power, by one person or a group of persons holding the majority of the equity of an enterprise,
alternatively, the person/s having the deciding vote or power to influence or to direct the course and
decisions of the enterprise.

Part T2: Returnable documents

BID REF NO: IDTFSCDP2024-27
2.3.1 If so, furnish particulars:
…………………………………………………………………………….
…………………………………………………………………………….

3 DECLARATION

I, the undersigned, (name)……………………………………………………………………. in

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

3.1 I have read and understand the contents of this disclosure;

3.2 I understand that the accompanying bid will be disqualified if this disclosure is found not to be
true and complete in every respect;
3.3 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 consortium2 will not be construed as collusive bidding.
3.4 In addition, there have been no consultations, communications, agreements, or arrangements
with any competitor regarding the quality, quantity, specifications, and prices, including methods,
factors, or formulas used to calculate prices, market allocation, the intention or decision to submit
or not to submit the bid, bidding with the intention not to win the bid and conditions or delivery
particulars of the products or services to which this bid invitation relates.
3.4 The terms of the accompanying bid have not been, and will not be, disclosed by the bidder,
directly or indirectly, to any competitor, before the date and time of the official bid opening or of
the awarding of the contract.

3.5 There have been no consultations, communications, agreements, or arrangements made by the
bidder with any official of the procuring institution about this procurement process before and
during the bidding process except to provide clarification on the bid submitted where so required
by the institution; and the bidder was not involved in the drafting of the specifications or terms of
reference for this bid.

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

I CERTIFY THAT THE INFORMATION FURNISHED IN PARAGRAPHS 1, 2, and 3 ABOVE IS

CORRECT.
I ACCEPT THAT THE STATE MAY REJECT THE BID OR ACT AGAINST ME IN TERMS OF
PARAGRAPH 6 OF PFMA SCM INSTRUCTION 03 OF 2021/22 ON PREVENTING AND
COMBATING ABUSE IN THE SUPPLY CHAIN MANAGEMENT SYSTEM SHOULD THIS
DECLARATION PROVE TO BE FALSE.

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

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

Part T2: Returnable documents

BID REF NO: IDTFSCDP2024-27
AUTHORITY TO SIGN A BID

COMPANIES
If a Bidder is a company, a certified copy of the resolution by the board of directors, personally signed by
the chairperson of the board, authorising the person who signs this bid to do so, as well as to sign any
contract resulting from this bid and any other documents and correspondence in connection with this bid
and/or contract on behalf of the company must be submitted with this bid, that is before the closing time
and date of the bid

AUTHORITY BY BOARD OF DIRECTORS

By resolution passed by the Board of Directors on …........................20..........,

Mr/Mrs/Ms……………………………………………………………………………………………… (whose

signature appears below) has been duly authorised to sign all documents in connection with this bid on

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

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

SIGNED ON BEHALF OF COMPANY: …………………………………………………………..........

(PRINT NAME) SIGNATURE OF SIGNATORY: ................................................... DATE: ........................

WITNESSES: 1................................................... 2..................................................

Part T2: Returnable documents

BID REF NO: IDTFSCDP2024-27
SOLE PROPRIETOR (ONE - PERSON BUSINESS)

I, the undersigned.............................................................................. hereby confirm that I am the sole

owner of the business trading as..................................................................................
...............................................................................................................................................

SIGNATURE…………………………………………………… DATE……………………………

Part T2: Returnable documents

BID REF NO: IDTFSCDP2024-27
CLOSE CORPORATION
In the case of a close corporation submitting a bid, a certified copy of the Founding Statement of such
corporation shall be included with the bid, together with the resolution by its members authorizing a
member or other official of the corporation to sign the documents on their behalf. By resolution of
members at a meeting on ................................. 20.................... at …………………………….

Mr/Mrs/Ms....................................................................., whose signature appears below, has been

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

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

SIGNED ON BEHALF OF CLOSE CORPORATION : ………………………………………………………

(PRINT NAME) IN HIS/HER CAPACITY AS .....................................................DATE: ..........................

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

WITNESSES: 1......................................................... 2..........................................................

Part T2: Returnable documents

BID REF NO: IDTFSCDP2024-27
 CO-OPERATIVE
A certified copy of the Constitution of the co-operative must be included with the bid, together with the
resolution by its members authoring a member or other official of the co-operative to sign the bid

documents on their behalf. By resolution of members at a meeting on .................……... 20...............

at..............................................................................................................

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

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

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

SIGNATURE OF AUTHORISED REPRESENTATIVE/SIGNATORY: …...................................

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

Part T2: Returnable documents

BID REF NO: IDTFSCDP2024-27
 SBD 6.1

PREFERENCE POINTS CLAIM FORM IN TERMS OF THE PREFERENTIAL PROCUREMENT

REGULATIONS 2022

This preference form must form part of all tenders invited. It contains general information and serves as
a claim form for preference points for specific goals.

NB: BEFORE COMPLETING THIS FORM, TENDERERS MUST STUDY THE GENERAL
CONDITIONS, DEFINITIONS, AND DIRECTIVES APPLICABLE CONCERNING THE
TENDER AND PREFERENTIAL PROCUREMENT REGULATIONS, 2022

1. GENERAL CONDITIONS
1.1 The following preference point systems apply to invitations to tender:
- 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 To be completed by the organ of state

a) The applicable preference point system for this tender is the 80/20 preference point system.

b) The lowest/ highest acceptable tender will be used to determine the accurate system once
tenders are received.

1.3 Points for this tender (even in the case of a tender for income-generating contracts) shall be
awarded for:
(a) Price; and
(b) Specific Goals
1.4 To be completed by the organ of state:
The maximum points for this tender are allocated as follows:
POINTS
PRICE 80
SPECIFIC GOALS 20
TARGETED GROUP
Women (100%) 6
Youth (100%) 6
People with Disabilities (100%) 4
Black (100%) 4
Total points for price and SPECIFIC GOALS 100 100

Part T2: Returnable documents

BID REF NO: IDTFSCDP2024-27
1.5 Failure on the part of a tenderer to submit proof or documentation required in terms of this tender
to claim points for specific goals with the tender will be interpreted to mean that preference points
for specific goals are not claimed.

1.6 The organ of state reserves the right to require a tenderer, either before a tender is adjudicated or
at any time subsequently, to substantiate any claim regarding preferences, in any manner
required by the organ of state.

2. DEFINITIONS
(a) "Tender” means a written offer in the form determined by an organ of state in response to an
invitation to provide goods or services through price quotations, competitive tendering process or
any other method envisaged in legislation;
(b) "Price" means an amount of money tendered for goods or services, and includes all
applicable taxes less all unconditional discounts;
(c) "Rand value" means the total estimated value of a contract in Rand, calculated at the time of bid
invitation, and includes all applicable taxes;
(d) “tender for income-generating contracts” means a written offer in the form determined by an
organ of state in response to an invitation for the origination of income-generating contracts
through any method envisaged in legislation that will result in a legal agreement between the
organ of state and a third party that produces revenue for the organ of state, and includes, but is
not limited to, leasing and disposal of assets and concession contracts, excluding direct sales
and disposal of assets through public auctions; and
(e) “The Act” means the Preferential Procurement Policy Framework Act, 2000 (Act No. 5 of 2000).

3. FORMULAE FOR PROCUREMENT OF GOODS AND SERVICES

3.1. POINTS AWARDED FOR PRICE

3.1.1 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

𝑷𝒕−𝑷𝒎𝒊𝒏 𝑷𝒕−𝑷𝒎𝒊𝒏
𝑷𝒔 = 𝟖𝟎 (𝟏 − 𝑷𝒎𝒊𝒏
) or 𝑷𝒔 = 𝟗𝟎 (𝟏 − 𝑷𝒎𝒊𝒏
)
Where
Ps = Points scored for price of tender under consideration
Pt = Price of tender under consideration
Pmin = Price of lowest acceptable tender

Part T2: Returnable documents

BID REF NO: IDTFSCDP2024-27
 3.2. FORMULAE FOR DISPOSAL OR LEASING OF STATE ASSETS AND INCOME-
GENERATING PROCUREMENT

3.2.1. POINTS AWARDED FOR PRICE

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

80/20 or 90/10

𝑷𝒕−𝑷𝒎𝒂𝒙 𝑷𝒕−𝑷𝒎𝒂𝒙
𝑷𝒔 = 𝟖𝟎 (𝟏 + ) or 𝑷𝒔 = 𝟗𝟎 (𝟏 + )
𝑷𝒎𝒂𝒙 𝑷𝒎𝒂𝒙

Where
Ps = Points scored for price of tender under consideration
Pt = Price of tender under consideration
Pmax = Price of highest acceptable tender

4. POINTS AWARDED FOR SPECIFIC GOALS

4.1. In terms of Regulation 4(2); 5(2); 6(2) and 7(2) of the Preferential Procurement Regulations,
preference points must be awarded for specific goals stated in the tender. For this tender, the
tenderer will be allocated points based on the goals stated in Table 1 below as may be supported
by proof/ documentation stated in the conditions of this tender:
4.2. In cases where organs of state intend to use Regulation 3(2) of the Regulations, which states
that, if it is unclear whether the 80/20 or 90/10 preference point system applies, an organ of state
must, in the tender documents, stipulate in the case of—
(a) an invitation for tender for income-generating contracts, that either the 80/20 or 90/10
preference point system will apply and that the highest acceptable tender will be used to
determine the applicable preference point system; or

(b) any other invitation for tender, that either the 80/20 or 90/10 preference point system will
apply and that the lowest acceptable tender will be used to determine the applicable
preference point system,
then the organ of state must indicate the points allocated for specific goals for both the
90/10 and 80/20 preference point system.

Part T2: Returnable documents

BID REF NO: IDTFSCDP2024-27
Table 1: Specific goals for the tender and points claimed are indicated per the table below.
(Note to organs of state: Where either the 90/10 or 80/20 preference point system is applicable,
corresponding points must also be indicated as such.
Note to tenderers: The tenderer must indicate how they claim points for each preference point
system.)

Number of points Number of points claimed (80/20

allocated system)
The specific goals
allocated points in (80/20 system) (To be completed by the tenderer)
terms of this tender
(To be completed by
the organ of state)
Women (100%) 6
Youth (100%) 6
**People with 4
Disabilities (100%)
Black (100%) 4

Source Documents to be submitted with the Bid or RFQ

*CIPC Document (Company Registration Document will be required for verification (CIPC DOC))
*Woman (Originally Certified ID Document)
*Youth (Originally Certified ID Document)
*People with Disability (Originally signed and stamped letter from Professionally Registered Medical
doctor indicating practice number)
*Black Ownership (Originally Certified ID Document)

DECLARATION WITH REGARD TO COMPANY/FIRM

4.3. Name of company/firm…………………………………………………………………….

4.4. Company registration number: …………………………………………………………...

4.5. TYPE OF COMPANY/ FIRM

 Partnership/Joint Venture / Consortium

 One-person business/sole propriety
 Close corporation
 Public Company
 Personal Liability Company
 (Pty) Limited
 Non-Profit Company
 State Owned Company
[TICK APPLICABLE BOX]

4.6. I, the undersigned, who is duly authorized to do so on behalf of the company/firm, certify that
the points claimed, based on the specific goals as advised in the tender, qualify the company/

Part T2: Returnable documents

BID REF NO: IDTFSCDP2024-27
 firm for the preference(s) shown and I acknowledge that:

i) The information furnished is true and correct.

ii) The preference points claimed are by 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 4.2, the contractor may be required to furnish documentary proof to the
satisfaction of the organ of state that the claims are correct.

iv) If the specific goals have been claimed or obtained on a fraudulent basis or any of the
conditions of contract have not been fulfilled, the organ of state may, in addition to any
other remedy it may have –

(a) disqualify the person from the tendering 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 favorable arrangements due to such cancellation.

(d) recommend that the tenderer or contractor, its shareholders and directors, or
only the shareholders and directors who acted on a fraudulent basis, be
restricted 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, if deemed necessary.

WITNESSES
……………………………………….
1. …………………………………….. SIGNATURE(S) OF BIDDERS(S)
DATE: …………………………………..
2. ……………………………………. ADDRESS …………………………………..
…………………………………..
…………………………………..

Part T2: Returnable documents

BID REF NO: IDTFSCDP2024-27
A COMPLETED AFFIDAVIT (TEMPLATE PROVIDED) FOR THE TWO NOMINATED
MEMBERS OF THE ENTITY WHO UNDERTAKE FULL COMMITMENT TO THE IDT CDP
PROGRAMME

NOMINATION FORM 1

I Mr/Ms …………………………………………………………... the Director of the company,

……………………………………………. Nominate Mr/Ms ……………………………………to serve and

represent our company in the IDT Contractor Development Programme for the period of three (3) years of

the panel.

The nominated candidate undertakes to take full commitment to the CDP and possess the required

qualifications as specified in the tender document.

I Mr/Ms ………………………………………… ID No: …………...………………. accept/reject (delete that

which does not apply) the nomination to serve and represent the company in the CDP programme for a

period of three (3) years.

Name ……………………………….………........................................................

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

Company Director

BID REF NO: IDTFSCDP2024-27 24 | P a g e

A COMPLETED AFFIDAVIT (TEMPLATE PROVIDED) FOR THE TWO NOMINATED
MEMBERS OF THE ENTITY WHO UNDERTAKE FULL COMMITMENT TO THE IDT CDP
PROGRAMME

NOMINATION FORM 2

I Mr/Ms …………………………………………………………... the Director of the company,

……………………………………………. Nominate Mr/Ms ……………………………………to serve and

represent our company in the IDT Contractor Development Programme for the period of three (3) years of

the panel.

The nominated candidate undertakes to take full commitment to the CDP and possess the required

qualifications as specified in the tender document.

I Mr/Ms ………………………………………… ID No: …………...………………. accept/reject (delete that

which does not apply) the nomination to serve and represent the company in the CDP programme for a

period of three (3) years.

Name ……………………………….………........................................................

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

Company Director

BID REF NO: IDTFSCDP2024-27 25 | P a g e

E. PROOF OF VALID CIDB REGISTRATION

BID REF NO: IDTFSCDP2024-27 26 | P a g e

F. VALID COIDA CERTIFICATE

BID REF NO: IDTFSCDP2024-27 27 | P a g e

G. CENTRAL SUPPLIER DATABASE NUMBER

BID REF NO: IDTFSCDP2024-27 28 | P a g e

H. VALID COMPANY REGISTRATION CERTIFICATE (CIPC)

BID REF NO: IDTFSCDP2024-27 29 | P a g e

I. PROOF OF RESIDENCE (MUNICIPAL BILL OR LEASE AGREEMENT
ACCOMPANIED BY LAND LORD’S BILL AND PROOF OF PAYMENT NOT
OLDER THAN 3 MONTHS)

BID REF NO: IDTFSCDP2024-27 30 | P a g e

RETURNABLE DOCUMENTS

A. CERTIFIED COPIES OF QUALIFICATIONS OF DIRECTORS

BID REF NO: IDTFSCDP2024-27 31 | P a g e

B. CVS OF DIRECTORS

BID REF NO: IDTFSCDP2024-27 32 | P a g e

C. COMPANY PROFILE

BID REF NO: IDTFSCDP2024-27 33 | P a g e

D. REFERENCE LETTER/S

BID REF NO: IDTFSCDP2024-27 34 | P a g e

E. COMPANY FINANCIAL DOCUMENTS

BID REF NO: IDTFSCDP2024-27 35 | P a g e

F. FOR MILITARY VETERANS MUST HAVE A CERTIFICATE OR
LETTER WITH FORCE NUMBER FROM THE DEPARTMENT OF
MILITARY VETERANS; AND

BID REF NO: IDTFSCDP2024-27 36 | P a g e

G. FOR PERSONS WITH DISABILITY MUST SUBMIT AN AUTHENTIC
ORIGINALLY SIGNED AND STAMPED LETTER FROM
PROFESSIONALLY REGISTERED MEDICAL DOCTOR
INDICATING PRACTICE NUMBER.

BID REF NO: IDTFSCDP2024-27 37 | P a g e