INVITATION TO BID - SAASTA
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Transcript of INVITATION TO BID - SAASTA
Page 1 of 98
SBD 1
INVITATION TO BID
YOU ARE HEREBY INVITED TO BID FOR THE REQUIREMENTS OF THE NATIONAL RESEARCH FOUNDATION
BID NUMBER: NRF/SAASTA 04/2011-12 CLOSING DATE: 02 April 2012 CLOSING
TIME 11:00
DESCRIPTION:
APPOINTMENT OF A SERVICE PROVIDER TO PLAN, DEVELOP AND IMPLEMENT AN
EDUCATIONAL THEATRE PROGRAMME IN THE FIELD OF BIOTECHNOLOGY TO BE
COMPLETED BY 28th
FEBRUARY 2013
The successful bidder will be required to fill in and sign a written Contract Form (SBD 7).
BID DOCUMENTS ARE TO BE DEPOSITED, EITHER PHYSICALLY OR BY COURIER, IN THE BID BOX
SITUATED AT
NATIONAL RESEARCH FOUNDATION CSIR SOUTH GATE MEIRING NAUDE ROAD BRUMMERIA PRETORIA 0184
Bidders should timeously deliver bids to the correct address. If the bid is late, it will not be accepted for consideration.
The bid box is open from 08h00 to 16h30 South African time, 5 days a week (Monday to Friday.
ALL BIDS MUST BE SUBMITTED ON THE OFFICIAL FORMS – (NOT TO BE RE-TYPED)
THIS BID IS SUBJECT TO THE PREFERENTIAL PROCUREMENT POLICY FRAMEWORK ACT AND THE
PREFERENTIAL PROCUREMENT REGULATIONS, 2011, THE GENERAL CONDITIONS OF CONTRACT
(GCC) AND, IF APPLICABLE, ANY OTHER SPECIAL CONDITIONS OF CONTRACT AGREED TO.
Page 2 of 98
THE FOLLOWING PARTICULARS MUST BE FURNISHED
(FAILURE TO DO SO MAY RESULT IN YOUR BID BEING DISQUALIFIED)
NAME OF BIDDER
POSTAL ADDRESS
POSTAL ADDRESS
TELEPHONE
NUMBER
CODE NUMBE
R
________________________________________
____
CELL PHONE
NUMBER
CODE NUMBE
R
________________________________________
____
FACSIMILE NUMBER CODE NUMBE
R
________________________________________
____
E-MAIL ADDRESS
VAT REGISTRATION NUMBER ___________________________________________________________
______
HAS AN ORIGINAL AND VALID TAX CLEARANCE CERTIFICATE BEEN
SUBMITTED? (SBD 2)
YES or NO
HAS A B-BBEE STATUS LEVEL VERIFICATION CERTIFICATE BEEN SUBMITTED?
(SBD 6.1)
YES or NO
IF YES, WHO WAS THE CERTIFICATE ISSUED
BY
AN ACCOUNTING OFFICER AS CONTEMPLATED IN THE CLOSE CORPORATION ACT (CCA) A VERIFICATION AGENCY ACCREDITED BY THE SOUTH AFRICAN ACCREDITATION SYSTEM
(SANAS); OR
A REGISTERED AUDITOR [TICK APPLICABLE BOX]
(A B-BBEE STATUS LEVEL VERIFICATION CERTIFICATE MUST BE SUBMITTED IN ORDER TO
QUALIFY FOR PREFERENCE POINTS FOR B-BBEE)
ARE YOU THE ACCREDITED REPRESENTATIVE IN SOUTH AFRICA FOR THE
GOODS/SERVICES/WORKS OFFERED? YES or NO
[IF YES ENCLOSE
PROOF]
SIGNATURE OF
BIDDER
Page 3 of 98
DATE
CAPACITY UNDER WHICH THIS BID IS
SIGNED
_____________________________________________________
_____
Page 4 of 98
ANY ENQUIRIES REGARDING THE BIDDING PROCEDURE DIRECTED TO:
Contact Person:
Hloki Mabelebele
Manager: Supply Chain Management - Corporate Finance
Tel: +27 (0)12 481 4263
Email: [email protected]
ANY ENQUIRIES REGARDING TECHNICAL INFORMATION DIRECTED TO::
Contact Person:
Dr Manjusha Sunil
Tel: (012) 392 9300 / 9314
Email: [email protected]
Contact Person:
Melissa Govender
Tel: (012) 392 9300 / 9374
Email: [email protected]
`
Page 5 of 98
DOCUMENT PACKS REQUIRED:
1 x ORIGINAL BID DOCUMENT PACK
6 x COPIES BID DOCUMENT PACKS
THIS BID IS ON THE TWO PHASE EVALUATION SYSTEM
This requires the use of two envelopes where each document pack is
split between the technical envelope and the price envelope. Each
envelope to be clearly marked either “Technical” or “Price”
Page 6 of 98
SUBMISSION CHECKLIST
ENVELOPE A - TECHNICAL
ENVELOPE B – PRICING
An invitation to bid (SBD 1 form attached Yes/ No A price schedule (SBD 3 forms attached).
As the envisaged details will not fit on the
form, attach detail schedules to the form.
Yes/ No
Proposal including all required schedules Yes/ No The cost schedules must clearly stipulate
costs by type and breakdown together with
all the relevant assumptions and
information as outlined in this bid
invitation.
Yes/ No
The names and contact details of a
minimum of three contactable references.
Yes/ No
Contract Form – Standard Bidding
Document 7 (SBD 7 form attached).
Yes/ No
An up to date and original tax clearance
certificate issued by SARS
Yes/ No
Certificate of incorporation (as per entity
type - Pty, etc.) only
Yes/ No
Confirmation that no National Treasury
restrictions (both restricted supplier and
tender defaulter) exist on the bidder or on
the bidder’s shareholders.
Yes/ No
Declaration of Bidder’s Past Supply Chain
Management Practices (SBD 8 form
attached).
Yes/ No
Declaration of Interest (SBD 4 form
attached).
Yes/ No
Preference claim form (SBD 6.1 form
attached) for claiming preference points
Yes/ No
B-BEE contribution level certificate Yes/ No
Competitive bidding declaration (SBD 9
form attached).
Yes/ No
Submission of the General Conditions of
Contract (conditions attached).
Yes/ No
Supplier Profile, including currently
procured services
Yes/ No
Page 8 of 98
1. OVERALL OBJECTIVE
The overall objective is to appoint a service provider to plan, develop and implement an
educational theatre programme in the field of biotechnology. Project should be completed
by 28 February 2013.
2. INTRODUCTION
The South African Agency for Science and Technology Advancement (SAASTA) is a
business unit of the National Research Foundation (NRF) with the mandate to advance
public awareness, appreciation and engagement of science, engineering and technology
(SET) in South Africa. The NRF is the government’s national agency responsible for
promoting and supporting research and development of high-level skills in all fields of
humanities, social and natural sciences, engineering and technology.
3. BACKGROUND
The South African Agency for Science & Technology Advancement consists out of three
units – Science Education, Science Communication and Science Awareness Platform.
Said units are responsible to build the supply of tomorrows’ scientists and innovators.
This is achieved by means of workshops, learner camps, science festivals, outreach
programmes and distribution of educational resource material.
The Public Understanding of Biotechnology (PUB) programme is an initiative of the
Department of Science and Technology and is implemented by SAASTA. The mandate
of PUB is to promote a clear, balanced understanding of the potential of biotechnology
and to ensure broad public awareness, dialogue and debate about biotechnology and its
current and potential applications.
The Biotechnology Educational Theatre Programme is targeted at Dinaledi Schools
which are the South African schools excelling in mathematics and science.
Page 9 of 98
4. SCOPE OF WORK
4.1. PLANNING AND EXECUTION
The contracted service provider will be expected to:-
Plan, develop and implement an educational theatre programme comprising
of three (3) theatre productions on the following biotechnology focus areas:
o Forensics (20 minutes in length)
o Stem cell research (20 minutes in length)
o Genetically modified foods (20 minutes in length)
*Educational theatre programme script for the three (3) biotechnology
focus areas should be sent to SAASTA for approval (accuracy of scientific
content).
SEE ATTACHED SCHEDULE
Conduct the educational theatre programme in English. Appropriate
introduction and background of SAASTA/PUB should be provided to the
audience including contact details.
Contact Dinaledi schools, AS PROVIDED IN THE ATTACHED SCHEDULE,
beforehand to secure dates and venues for visits. This schedule should be
sent to SAASTA for approval. If a school declines to be part of the
implementation, proof of communication is required. *Please note that
contact details of the relevant schools will be supplied to the successful
bidder.
Provide SAASTA with the contact details of each school visited, preferably
the contact details of the school principal.
Assist SAASTA is conducting monitoring and evaluation (M&E) in
accordance to the attached M&E Framework. *The appointed company has
to collate raw data as specified in the attached framework and supply
SAASTA with the electronic version. SAASTA will be responsible for
analysing this data.
Distribute resources supplied by SAASTA e.g. biotechnology careers
Page 10 of 98
brochures only to interested learners/educators.
4.2. SERVICE LEVELS AND REPORTING
The contracted service provider will be expected to:-
Discuss all project changes with SAASTA and submit a formal request for
approval of changes before said changes are implemented.
Contact Dinaledi schools - Provide SAASTA with the contact details of each
school visited, preferably the contact details of the school principal.
Submit reports to SAASTA upon 50% project completion, 80% project
completion and upon conclusion of the project (end February 2013).
Reporting guidelines to be provided by SAASTA. Both hard and soft
(electronic) versions of the reports are required.
Take photographs of implementation at each site/school and provide these to
SAASTA on CDs. *Photos should be of a high quality suitable for
publications (website, newsletters etc.).
Film at least one educational theatre programme (i.e. all three (3) focus
areas) in its entirety and supply a DVD to SAASTA. *Videography should be
of a high quality for use on various platforms (websites, presentations etc.).
Provide SAASTA with a second DVD with an edited (2-3min) version of each
focus area. *Videography should be of a high quality for use on various
platforms (websites, presentations etc.).
Assist SAASTA is conducting monitoring and evaluation (M&E) in
accordance to the attached M&E Framework.
Discuss all project changes with SAASTA and submit a formal request for
approval of changes before said changes are implemented.
4.3. PRICING AND PAYMENT PROPOSAL
The contracted service provider will be expected to:-
Outline all said costs in a detailed budget for the proposal
Cover all costs related to the following:
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o Logistics (travel, accommodation, meals etc.)
o Management
o Administration which includes costs related to fax, telephone, cell
phone, internet, emails, courier, postage etc.
o Marketing
o Learning materials and all handouts related to the educational theatre
programme
o Applicable insurance
o All items related to the educational theatre programme including
actors props, costumes, make-up, equipment (and related repairs
and maintenance), consumables, scripting and assimilation of
material, driver’s fee, director’s fee
The NRF undertakes to pay valid invoices in full within thirty (30) days from the statement
date for work done to its satisfaction upon representation of a substantiated claim.
Price is fully inclusive of all costs; value added tax and other taxes.
Bid price in South African currency, foreign exchange risk is for the account of the bidder.
Price summary to be recorded on the Standard Bidding Documents 3 series (pricing) with
reference to annexures which provides all detail required for evaluation. A full breakdown of
costs, including detailed bill of materials, contingencies etc., must be provided.
5. EXPECTED OUTCOME AND DELIVERABLES
The expected deliverables are:-
High quality educational theatre programmes as per specifications as well as
high quality reports, photos and video productions to be completed and
delivered to SAASTA by 28 February 2013.
6. BIDDER COMPETENCEY AND EXPERTISE REQUIREMENTS
In business for no less than three (3) years
Company profile
Page 12 of 98
Proven track record
Curriculum vitae of company employees who will be managing the project.
Provide evidence of proven experience in designing and implementing
educational theatre programmes targeted at schools.
At least 3 references required which highlight company experience in
educational theatre programmes.
Proven media (photos, DVDs) capability.
7. CONDUCT OF WORK
The contracted service provider will work in collaboration with the Public Understanding of
Biotechnology (PUB) programme hosted within the Science Communication Unit of SAASTA.
Discuss all project changes with SAASTA and submit a formal request for approval of
changes before said changes are implemented.
8. CONTRACTUAL PERIOD
The contract commences form date of signature of the letter of acceptance of the bidder’s
offer for immediate commencement, conclusion of project implementation and delivery of
reports and associated media (photos, DVDs) by 28 February 2013.
The NRF has the right to extend the contract upon approval from all parties involved.
9. CONDITIONS OF BID - EVALUATION
Functional/Technical Evaluation System
This bid evaluated using the two-stage bid evaluation process that requires two envelopes:
Stage 1 - Technical/Quality/Functionality Requirements (Envelope 1 -
Technical) including bid administrative requirements and accreditation of
supplier requirements (i.e. supplier profile / declaration of interest – SBD 4 /
etc.)
Stage 2 – Pricing evaluation followed by Preference scoring in accordance
with the 2011 Preference Regulations (Envelope 2 - Price).
Page 13 of 98
Failure to adhere to the two envelope system will invalidate your bid proposal.
Preference System
The preference system used is the 90:10 system.
Bid Evaluation Process
The bid evaluation committee will, after the closing date, evaluate all submitted
proposals/bids using information provided in the technical envelope. As
technical/quality/functionality requirements as well delivery are critical, only bidders that
achieve the minimum competence/delivery level as set out in this bid invitation document will
pass through to the second stage (Price and Preference) evaluation.
The minimum competency level for the technical evaluation is for bidders to score at
least seventy-five (75%) on the technical evaluation.
Presentation of Proposal
Should it be deemed necessary, short listed service providers may be requested to give a
presentation of their bid proposal to the Evaluation Committee.
The Evaluation Committee reserves the right to request evidential documentation to support
any or all of the technical criteria to enable it to evaluate the bidder’s competence and ability
to deliver the scope of work in the Bid Invitation document.
Such presentations may include proof of concept including the testing of the service
provider’s expertise and software utilising the NRF’s resources.
Technical / Functional Evaluation Scoring
Technical / Quality Evaluation Scoring scored on a rating scale of 0 to 5 with:
0 – Non-compliance, 1 – Poor, 2 – Average, 3 – Good, 4 – Very Good 5 – Excellent
The Total Technical Points Scored is the total of the evaluations scored per category
multiplied by the weighting percentage for each category expressed as a percentage of the
Total Technical Points. Each evaluator’s percentage calculated is aggregated and divided by
the number of evaluators to establish an overall percentage mark.
Page 14 of 98
Evaluation Criteria for Technical / Functional Evaluation
NO. ELEMENT 0 1 2 3 4 5 WEIGHT SCORE
S
T
A
G
E
A
TECHNICAL 100 75
* Please note that only bidders scoring 75/100 and more will be evaluated further
HAS SERVICE PROVIDER
ADDRESSED THE GIVEN
SCOPE OF WORK –
Bidder to provide summary
table of work required with YES/
NO for this evaluation criteria.
1. Assess proposal to
determine if Bidder has
addressed the given
Scope of Work and
provided evidence of
delivery
2. Bidder to provide checklist
as proof of all required
costs included in pricing
proposal (envelope 2)
3. Actions presented to
ensure delivery
4. Inclusion of a risk
management plan
5. Actions indicated to
address Quality of
Performance and/ or
Service Levels
60
Page 15 of 98
10. CONDITIONS OF BID - ADMINISTRATIVE
Bid Proposal Submission Format
Bid proposals submitted in two envelopes:
a) First envelope containing a comprehensive response to this Bid Invitation
excluding all Price related information; and labelled “A – Technical Information”.
b) Second envelope containing all price related information and labelled “B – Price
Information”.
The following printed documents must accompany the bid documents in Envelope 1 for
technical evaluation:
a) Proposal including all schedules
b) Proven capacity of organisation to complete project as specified .
c) The names and contact details of a minimum of three contactable references.
TRACK RECORD AND
CAPABILITY (REPUTABLE
FIRM)
1. Assessment of track
record
2. Assessment of Profile and
staffing being used
3. Quality and effectiveness
of the case study
presented to its objective
40
STAGE B
PRICE 100
PREFERENCE on basis of
B-BEE Certificate Level 10
Page 16 of 98
d) Contract Form – Standard Bidding Document 7 (SBD 7 form attached).
e) An up to date and original tax clearance certificate issued by SARS (attached is
explanation to obtain the tax certificate – SBD 2).
f) Business Profile including but not limited to
o CIPRO Registration documentation)
o Cancelled Business Account Cheque
g) Confirmation that no National Treasury restrictions (both restricted supplier and
tender defaulter) exist on the bidder or on the bidder’s shareholders. Refer to the
database link on the National Treasury Website www.treasury.gov.za.
h) Declaration of Bidder’s Past Supply Chain Management Practises (SBD 8 form
attached).
i) Declaration of interest (SBD 4 form attached).
j) Preference claim form (SBD 6.1 form attached) supported by your B-BEE
contribution level certificate. Refer to the SBD 6.1 form for further details.
k) Competitive bidding declaration (SBD 9 form attached).
l) Submission of the General Conditions of Contract (conditions attached).
m) Supplier Profile, including currently procured services.
The following printed documents must accompany the bid documents in envelope 2 for
pricing evaluation:
a) An invitation to bid (SBD 1 form attached).
b) A price schedule (SBD 3 forms attached). As the envisaged details will not fit on
the form, attach detail schedules to the form.
c) The cost schedules must clearly stipulate costs by type and breakdown together
with all the relevant assumptions and information as outlined in this bid invitation.
11. CONDITIONS OF BID - GENERAL
a) Only bidders who can comply with the requirements of all project specifications
(as per the costing schedule) will be considered.
Page 17 of 98
b) The NRF reserves the right to decide the final number of schools that should be
reached through the biotechnology educational theatre programme.
c) Educational theatre programme script for the three (3) biotechnology focus areas
should be sent to SAASTA for approval (accuracy of scientific content).
d) Potential bidders must quote on ALL sections of the costing schedule. If the
potential bidder cannot quote on a particular section, a reason must be given for
e.g. cannot reach specified number of schools.
e) The NRF reserves the right to have any documentation submitted by the bidders
inspected by another technical body or organisation.
f) The NRF reserves the right to call interviews/ presentations/ pitching sessions
with short-listed bidders before the final selection is done.
g) The NRF reserves the right to inspect premises prior to awarding bid.
h) The NRF will not be liable for any cost incurred by a service provider in the
process of responding to this bid, including on-site presentations and the
proposal a service provider may make and/or submit.
i) The NRF reserves the right to withdraw and cancel the bid.
j) The NRF reserves the right not to evaluate bids not submitted in the format
specified in this document.
k) The NRF does not consider late bids.
l) Any effort by a bidder to influence bid evaluation, bid comparisons or bid award
decisions in any manner, may result in rejection of the bid concerned.
m) Once the bid award committee has reached the decision, the successful bidder
is informed through a written letter of acceptance, which in conjunction with
elements detailed in the Standard Bidding Document 7 forms the contract
between the NRF and the Bidder.
n) The NRF reserves the right to summarise the above contract into a single
document.
o) The NRF reserves the right to draw the bidder’s attention to aspects of the
contract in the letter of award such as the specifying the work and
deliverables/outputs, the required timelines, quality standards expected,
Page 18 of 98
measurement of performance, agreed levels of performance and acceptance of
any special conditions of contract proposed by the bidder
p) The NRF reserves the right to award part of a bid and not the whole bid.
q) The NRF reserves the right to award a bid to more than one bidder.
r) The NRF reserves the right not to accept the lowest cost proposal. The NRF
reserves the right to award the bid based on demonstrated value for money
(price /value comparable) even if it is not the lowest price.
s) The NRF expects the successful service provider to sign a general confidentiality
agreement with the NRF.
t) The bid has a validity period of 150 days from date of closure of the call / bid.
u) The National Treasury General Conditions of Contract, as attached, apply to this
contract.
Intellectual Property
v) All the information contained in this document is intended solely for the purposes
of assisting bidders to prepare their bids. Any use of the information contained
herein for other purpose than those stated in this document is prohibited.
w) The ownership and intellectual property rights of all designs, specifications,
programming code and all other documentation provided by the NRF to the
bidder, both successful and unsuccessful, remains the property of the NRF.
Delivery Timelines and payment
a) Sign off / acceptance of delivery.
b) No payment is made for outstanding deliverables. The NRF shall not pay for any
unproductive or duplicated time spent by the service provider.
12. CLOSING DATE OF THE BID
The closing date of the bid is 02 April 2012 at 11h00. Bids delivered physically or couriered
to:
National Research Foundation CSIR South Gate Meiring Naude Road Brummeria, 0184 PRETORIA
Page 19 of 98
13. Contact Details
Should prospective bidders require clarification on this bid, or require any further
explanation regarding the requirements, the following contact details provided on
page 3 of this Bid Invitation document shall apply.
Page 20 of 98
Proposed M&E project plan for PUB’s Educational Theatre Programmes
Developed by Michelle Joubert Audience Analyst
Science Communication Unit SAASTA
23 February 2012
Reviewed by Dr Charles Puttergill Senior Lecturer in Sociology, Social Theory and Social Research Methodology
Department of Sociology Member of the University Research Ethics Committee
University of Pretoria
Reviewed by Professor Marie-Heleen Coetzee Professor and Head of Department
Department of Drama University of Pretoria
1) Introduction
The Public Understanding of Biotechnology Programme (PUB) intends to open up a project
for tender that will entail educational theatre programmes aimed at grade 9 to 12 learners at
Dinaledi schools in six provinces. These provinces are the Western Cape, Eastern Cape,
Northern Cape, Free State, Mpumalanga and Limpopo.
The aim is to get service providers to plan, develop and implement an educational theatre
programme comprising of three twenty minute theatre productions on the following
biotechnology focus areas:
o Forensics
o Stem cell research
o Genetically modified foods
Page 21 of 98
The number of schools to be targeted in each province has not been determined at this
stage. The educational theatre project has to be concluded by the end of February 2013.
SAASTA will monitor and evaluate the project in order to measure the efficacy of theatre as a
science communication and edutainment tool as well as to ascertain the efficacy of the
broader PUB programme.
2) Objective
To develop a comprehensive strategy and implementation plan to address questions around
the PUBs educational theatre programmes.
3) Outcome
A comprehensive M&E report on the educational theatre project implemented, with at least
one journal article published drawing on a comprehensive M&E assessment of this project.
4) Research Questions
The efficacy of theatre as a science communication / edutainment tool for high school
learners is the guiding question for the project and its assessment.
In order to meet the broad objective stated above the following matters should receive
attention:
1. The learners’ knowledge of the focus areas dealt with in the theatre productions
should be ascertained pre- and post implementation. That is, measuring levels of
information uptake and retention.
2. Learners’ attitudes and perceptions towards different aspects of biotechnology and its
applications related to the focus areas of the theatre production, pre- and post
implementation.
3. An evaluation of the play itself as rated by learners through general M&E related
questions associated with project implementations which will include, but not
necessarily be limited to the quality of the production, the appropriateness of
language and vocabulary used, the elements that learners and educators liked and
disliked, as well as comments and suggestions by audience.
Page 22 of 98
5) Research design and methodology
A number of approaches address the research questions. The methods to be employed are
set out below:
1. In order to determine the levels of information uptake and retention, learners will be
asked to complete a short test (similar to a pop quiz) about two to three weeks prior
to their exposure to the theatre production. The quiz will be made up of questions
related to the topics covered by the theatre production, and which will be addressed
in the production. This step will form part of the post implementation evaluation.
A second mini test or quiz will be completed by learners around three to four months
after their exposure to the theatre production. This second quiz will form part of the
post implementation evaluation.
The second quiz will consist of the same questions used in the first quiz to ensure
comparability of responses pre and post implementation.
To match responses learners will be asked to write their names on each quiz.
2. In order to evaluate learners’ attitudes and perceptions towards biotechnology and its
applications, a sample of students from a particular grade group across the different
provinces will participate in focus group discussions.
Initially, the discussion will just determine the participants’ general knowledge and
opinions or perceptions around the biotechnology related topics that the theatre
production will address. Somewhere in the middle, the learners will be provided with
some reading material or a short clip related to the topic(s) at hand. Here, a balanced
account will be provided as far as possible, in that both proponent positions as well as
opposing positions will be provided in a way that would allow learners to formulate
their own opinions.
A second, post theatre production focus group session will be held with each of the
focus groups who participated in the pre- implementation focus group sessions. This
time, no reading or information will be provided. This second exercise can take place
anytime between two and three weeks post-implementation. The aim of this exercise
is to get an idea of whether or not learners’ opinions and perceptions on specific
biotechnology related issues were altered through exposure to the theatre production.
Learners who participate in this component will not be included in the sample of
learners who participate in the quiz component, as more information provided in the
readings might lead to skewed research results in terms of levels of information
uptake and retention as a result of exposure to the theatre production.
3. Post implementation M&E will be carried out in the form of M&E forms /
questionnaires completed by all audience members in which the different questions
set out in the section on research questions.
Page 23 of 98
6) Sampling Sampling frameworks will be discussed once SAASTA has decided on the number of
schools to be visited in each province, as well as the average number of learners who will be
exposed to the theatre production in each province.
7) Ethical considerations As the research participants will be minors, permission for their participation in the data
collection process will have to be obtained prior to initiation of the project. The steps are set
out below:
i. Permission has to be obtained from the provincial departments of education for each
of the six provinces to conduct research among students & educators within the
respective provinces.
ii. Once permission has been obtained from these departments, permission has to be
obtained from the principal / school governing body of each school to conduct
research.
iii. Once permission has been obtained from the former, permission has to be obtained
from the parents or legal guardians of learners who will participate.
iv. Finally, assent has to be obtained from learners to participate in the study.
Due to the nature of obtaining the necessary consent, as well as the potential duration of
gaining this consent, steps have to be taken to start negotiations with the relevant provincial
DoE’s as soon as possible.
8) Measures to limit favourability bias Research participants should be clearly informed that there are no ‘right’ or ‘wrong’ answers
and that their answers to the quizzes / paragraphs will remain confidential. It should be
highlighted that no response will be to their benefitted or detriment. Their participation should
furthermore be voluntary.
9) Execution plan The appointed service provider will be responsible for gaining permission from parents for
learners to attend the production, as well as be involved in the evaluation. The service
provider therefore has to ensure that schools are contacted in advance and that
arrangements made and permission obtained to conduct the post implementation
evaluations no less than three weeks prior to the implementation.
The service provider will be responsible to develop the quiz paper in collaboration with
SAASTA, and based on content of the script. The service provider will also be responsible to
ensure that the quizzes are completed. They can ensure this either by physically going to the
Page 24 of 98
schools themselves to ensure that the quizzes are completed, or they can negotiate with
teachers to administer the quizzes. The service provider will thus take full responsibility for
the data collection by whatever means they deem appropriate as well as provide the data
collected to SAASTA. The service provider also has to ensure that a complete class list of
each class participating in the quiz is obtained from the school or relevant educator. In order
to ensure confidentiality, quiz papers will be designed in such a way that it contains a name
slip that can fold over so that it cannot be seen who completed the paper. Each learner will
be assigned a unique code against the class lists provided and an additional code to
distinguish between pre-and post implementation evaluations. Once the codes have been
recorded on the question papers, the name slips will be torn off.
The service provider will be responsible for organizing focus groups. However, SAASTA will be
responsible for collecting data through conducting focus group discussions, as well as the transcription
and analysis of the discussions.
The service provider will be responsible to negotiate with teachers to roll out the pre and post
implementation opinion paragraph exercises, and to provide SAASTA with the data.
SAASTA will be responsible for developing the post implementation M&E form. Service providers will
be responsible for distributing the questionnaires at each implementation and to collect completed
forms which they have to deliver to SAASTA.
SAASTA will be responsible for conducting the literature review around theatre and performance art
as a tool to communicate science and technology. Ideally, SAASTA should appoint an independent
subject expert(s) to serve as evaluator throughout the research process. SAASTA will also be
responsible to appoint service providers (individual data capturers or a data capturing company) to
capture and clean the data for analysis. SAASTA will be responsible for the write up of the research
findings, for a journal article, and to submit this article for publication in a suitable peer reviewed
academic journal. SAASTA will also be responsible for ensuring that the report and article are sent for
review by a professional editor (either in-house or externally).
Page 25 of 98
Biotechnology Educational Theatre Programme Costing Schedule
PART ITEM COST
A
Development of the biotechnology educational theatre programme consisting of the 3 (three) theatre productions as specified in the terms of reference.
All costs associated with the theatre programme as specified in the terms of reference.
Implement this programme at the following 60 schools (*please note that these schools are fixed and may not be substituted):
Province Number Name of school Address District
MPUMALANGA 1 Osizweni Secondary School Old Braken Mine, Brenden, Secunda Brenden
2 Kwandebele Science Combined School Ndebele College of Education, Siyabuswa Marble Hall
3 Highveld Park High School Standerton
4 Kwamhlanga Secondary School Section B A, Kwamhlanga Kwamhlanga
5 Ithafa Sec School 2847 Mandela Drive, Ermelo Ermelo
6 Ndlela Secondary School 570 Mavuso Street, Piet Retief Ermelo
7 Thomas Nhlabathi Secondary School 2100 Ngwasheng Street, Embalenhle, 2285 Standerton
8 Sakhile-Thobelani Sec School Standerton Standerton
LIMPOPO 1 Dendron Sec School Keiser Street, Dendron, Polokwane Dendron
2 Kutama High School Site no. 621, Muduluni, Kutama Kutama
3 Matshwara Sec school Shongoane no. 1, Melville Section, Lephalale, Ellisras Ellisras
4 Bakenberg Sec School Vleigkraal, Bakenberg, Mokopane Mokopane
5 Derek Kobe Secondary School 3116 Unit B, Lebowakgomo, Polokwane Polokwane
6 Motse Maria High School Doornspruit, 655 Romeng, Pietersburg, Polokwane Polokwane
7 Waterberg High School 137 Dudu Madisha Street, Potgietersrus, Mokopane Mokopane
8 Azwifari Secondary School Lufule II, Thohoyandou Thohoyandou
9 Tshiitwa Sec School Mashaba Village, Bushypark, Makhado Mashanda
10 Phegelelo Secondary School No. 1 Mosehla Street, Marapong, Ellisras Palala
11 Sebalamakgolo School 1798 Zone A, Namakgale, Phalaborwa North East (Phalaborwa)
Page 26 of 98
12 Mphaphuli High School Makwarela/Magidi, Thohoyandou, Sibasa Sibasa
13 Capricorn High School Thabo Mbeki Street, Polokwane Polokwane
14 Matshumane Secondary School Morgenzon, Glen Cowie Village, Groblersdal Groblersdal
WESTERN CAPE 1 Thandokhulu Sec School C/o Albert and Main Road, Mowbray, 7705 Metropole Central
2 Luhlaza High School Makabeni Road, E Section, Khayelitsha Metropole East
3 New Orleans Sec School Suikerbos Avenue, New Orleans West Coast Winelands
4 Matthew Goniwe Memorial High School Nyathi Street, Site B, Khayelitsha Metropole East
5 Wesbank Sec School Beader Street, Westbank, Cape Town West Coast Winelands
6 Oscar Mpetha High School Emms Drive, Nyanga Metropole Central
7 Vredendal Sec School Hoerskool Way, Vredendal North West Coast Winelands
8 Atlantis Secondary School Palmer Avenue, Wesfleur, Atlantis Metropole North
9 Bulumko Sec School 31 Mongezi Street, F Section, Khayelitsha Metropole East
10 Muizenberg High School Dover Road, Muizenberg Metropole Central
11 Rylands High School 9 Boulevard Balu, Parker, Gatesville Metropole Central
EASTERN CAPE 1 Richard Varha Tembisa Township, Dimbaza King William's Town
2 Bisho High School Main Road, Bisho, 5605 King William's Town
3 Badi Sen Sec School Xoyeni A/A Willowvale
4 St James Secondary School Main Street, Cofimvaba Cofimvaba
5 Chief Dumile Senior Sec School Kwandela A/A, Mbizana, 4800 Mbizana
6 Sidinane Senior Secondary School Xaxazana A/A, Mt Fletcher Mount Fletcher
7 Ntafufu Senior Sec School Lower Ntafufu A/A, Lusikisiki Lusikisiki
8 Maria Louw Sec School Scholars Walk, Victoria Park, Queenstown, 5320 Queenstown
9 C H Bokleni Scn Secondary School Mafini A/A, Ntlaza, Nqeleni Libode
10 Palmerton High School Zalu A/A, Lusikisiki Lusikisiki
11 Douglas Mbopa Senior Sec School 1 Matanzima Street, Motherwell, PE Port Elizabeth
12 Lawson Brown High School Illingworth Street, Millard Grange, Port Elizabeth Port Elizabeth
Page 27 of 98
13 Ntsokotha Senior Sec School Lower Agnes, Agnes Rest, Lady Frere Lady Frere
14 Dalibaso Senior Sec School Gogoza A/A, Mqanduli Mqanduli
15 Clydesdale Senior Sec School Clydesdale Mission, Mzimkulu Mthatha
16 Mariazel Senior Secondary School Mariazell Mission, Moshesh A/A, Matatiele Lusikisiki
NORTHERN CAPE 1 Kimberley Girls' High School Elsmere Road, Kimberley, 8301 Frances Baard
2 Kgomotso Sec School 16 Albertus Street, Groblershoop, 8550 Pampierstad
3 Carlton van Heerden Secondary School Vooruitsig Street, Upington, 8800 Siyanda
FREE STATE 1 R.T. Mokgopa High School Bultfontein 3, Thabanchu, Bloemfontein Bloemfontein
2 Lenyora-La-Thuto 3224 Block H, Botshabelo, 9281 Botshabelo
3 St Bernard's High School 3510 Nyokong Street, Bochabela, Bloemfontein Motheo
4 The Beacon Secondary School High Street, Mabolela Village, Phuthaditshaba, 9866 Thabo-Mofutsanyana
5 Lekgarietse Sec School 13504 Matima Drive, Jerusalem Park, Motse-Thabong, Welkom Welkom
6 Ntsu Secondary School 2528 Pienaar Strrt, Morelig, Bethlehem Bethlehem
7 Setjhaba-Se-Maketse Combined School 5 Block H, Botshabelo Botshabelo
8 Lerato-Thando Sec School 83 Ext 1, Intabazwe, Harrismith Harrismith
TOTAL FOR PART A (incl. biotechnology educational theatre programme (with 3 focus areas) development, logistics, management, administration, marketing, learning materials, applicable insurance, all items related to the theatre productions, reports, photography, videography, DVD production, resource distribution, monitoring and evaluation etc.) R
Implementation at an additional 20 schools (*please note that these schools are fixed and may not be substituted):
B
Province Number Name of school Address District Cost
MPUMALANGA 1 Inkomazi High School Mangweni, Kwalugedlane, Komatipoort Malelane
2 St Josef's Sec School 10 Morgan, Dennilton Grobblersdal
3 Ndzundza-Mabhoko Sec School Moloto, Kwahlanga Bronkhorstspruit
LIMPOPO 1 Mbilwi Secondary School 190 Block Q, Thohoyandou, Sibasa Sibasa
Page 28 of 98
2 Reti Sec School 602 Violet C, Bushbuckridge Bushbuckridge
3 Ndengeza High School Ndenggeza Tribal Authority, Block A, Ndengeza Village, Giyani Giyani
4 Tshebela High School Site no. 614, Gamolepo, Polokwane Polokwane
WESTERN CAPE 1 Heathfield High School Consta Road, Heathfield, Cape Town, 7945 Metropole Central
2 COSAT Falsebay College, Goodhope Campus, MeWay, Khayelitsha Metropole East
3 Kensington Sec School Zone 5 Thabo Mbeki Street, Langa Metropole Central
4 Grassy Park Sec School C/o Victoria Road and 6th Avenue, Grassy Park 7941 Metropole Central
EASTERN CAPE 1 Funda High School 1165 Zone 1, Ekuphumuleni, Whittlesea Queenstown
2 Vuli Valley Senior Sec School 6070 Vuli Valley, Ext 15 Msobomvu, Butterworth, 4961 Butterworth
3 Ndabankulu Senior Secondary School Cegcuana A/A, Ndabakazi Butterworth
4 Tholang Senior Sec School Ramohlakoana A/A, Maluti Maluti
5 St Thomas Senior Sec School Beetlestone Road, Gelvandale, PE, 6020 Port Elizabeth
NORTHERN CAPE 1 S.A van Wyk Secondary School Freddie Karsten Street, Bergsig, Springbok, 8240 Namaqua
FREE STATE 1 Thahameso Sec School Botala Village, Witsieshoek Witsiehoek
2 Kgorathutho High School 1426 Section D, Botshabelo, Welkom Botshabelo
3 Thalabodiba Sec School Gasethunya, Mokodumela, Phuthaditjhaba Mokodumela
TOTAL COST FOR PART B (implementation at 20 schools listed per category B) R
Implementation at an additional 20 schools (*please note that these schools are fixed and may not be substituted):
C
Province Number Name of school Address District Cost
MPUMALANGA 1 Kiriyatswane Secondary School 4696 Bosiu Drive, Ermelo Secunda
2 Mahushe Agric High School Mzinti, Nkomazi West Malelane
3 Hlomani Sec School 481 Kwaggafontein, Empumalanga Kwaggafontein
LIMPOPO 1 Ramatau Secondary School Metz Village, Moetladimo Eastern Region (5)
2 Harry Oppenheimer Agric School Stirum Limburg, Mokopane Mokopane
3 Nyumbani Sec School Ndhambi Village, Giyani Giyani
Page 29 of 98
4 Makgoka Sec School MaClean Farm, Boyne, Pietersburg Pietersburg
WESTERN CAPE 1 Percy Mdala High School Sigcu Street, Khayelitsha South South Cape Karoo
2 Belgravia Secondary School Belgravia Estate Metropole Central
3 Ravensmead Sec School C/o De La Rey and Ullswaters Street, Ravensmead Metropole North
4 Hottentots Holland High School Eiland Road, Somerset West Metropole East
EASTERN CAPE 1 KwaKomani Senior Sec School 1874 Pelem Road, Mlungisi Township, Queenstown, 5320 Queenstown
2 Milton Mbekela Senior Sec School Qunu A/A Mthatha
3 St John's College No. 1 CallaWay Street, St John's College, Mthatha Mthatha
4 Ithembelihle Senior Secondary School Marwanqa Street New Brighton
5 Zibokwana Senior Sec School Mvuzi A/A, Mt Frere, 5090 Mt Frere
NORTHERN CAPE 1 Vuyolwethu High School 105 Letsholo Street, Ipeleng, Kimberley Frances Baard
FREE STATE 1 Mampoi High School Mangauang Village, Mokodumela, Sasolburg Sasolburg
2 Welkom High School 620 Falstaff Road, Bedelia, Welkom Welkom
3 Lephola Sec School 8212 Nkoane Road, Thabong Thabong
TOTAL COST FOR PART C (implementation at 20 schools listed per category C) R
Implementation at an additional 20 schools (*please note that these schools are fixed and may not be substituted):
D
Province Number Name of school Address District Cost
MPUMALANGA 1 Allendale Sec School Broodsnyer Plaas Road, Lesedi Village, Witbank Witbank
2 Lowveld High School Figtree Street, West Acres, Sonpark, Nelspruit Nelspruit
3 Sozama Sec School Mhluzi Extension, Middelburg Middelburg
LIMPOPO 1 Hudson Ntsanwisi High School 1470 A Nkowankowa, Tzaneen Tzaneen
2 Hlomani High School Stand no. 8187, Lillydale Trust Farm, Mkhulu Mkhulu
3 Tshivhase High School Vhufuli Village, Louis Trichard Louis Trichardt
4 Sefoloko Secondary School 006 Ramoroka Section, Zone 5, Polokwane Sekgosese
WESTERN CAPE 1 Rocklands Secondary School C/o Cedars Avenue and Eisleben Road, Roacklands, 7798 Metropole South
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2 Sinethemba Secondary School Sagwityi Street, Brown's Farm, Phillipi Metropole South
3 Rhodes High School Montreal Avenue, Mowbray, 7700
West Coast Winelands
4 Sophumelela Secondary School C/o Oliver Tambo and Vanguard Drive, Weltevreden Valley Metropole East
EASTERN CAPE 1 Zingisa Comprehensive School Maydeyne Farm, Port St Johns Road, Mthatha Mthatha
2 DZ Dumzweni Senior Sec School Zinduneni A/A, Ngqeleni Ngqeleni
3 Ntukayi Senior Secondary School Ndunge Location Mbizana Mbizana
4 Breidbach Senior Protea Drive King William's Town
5 Tlokweng Senior Secondary School Makalakaleng Village, Palmietfontein Palmietfontein
NORTHERN CAPE 1 Saul Damon High School Diamand Street, Bellvue, Upington, 8801 Siyanda
FREE STATE 1 Navalsig High School 38 Andries Pretorius Street, Navalsig, Bloemfontein Bloemfontein
2 Mamellang-Thuto High School 5233 Mpumalanga, Kgotsong Township, Bothaville Bothaville
3 Teto High School Constantia Road, Motshethabong, Welkom Welkom
TOTAL COST FOR PART D (implementation at 20 schools listed per category D) R
Implementation at an additional 20 schools (*please note that these schools are fixed and may not be substituted):
E
Province Number Name of school Address District Cost
MPUMALANGA 1 Bonginsimbi Sec School 4052 Thysjonler Street, Emalahleni, Witbank Witbank
2 Sitintile Secondary School Stand no. 6336, Kanyamazane, 1214 Nelspruit
3 Mjokwane Sec School Naas, KwamaQhekeza, Komatipoort Komatipoort
LIMPOPO 1 Taxila Sec School 347 Orient Drive, Pietersburg Polokwane
2 Florapark Comp High School C/o Suid and Kiepersol, Florapark, Polokwane Flora Park
3 Kgati Ya Moshate Senior Secondary School Vaaltyn, Moshate, Mahwelereng Mahwelereng
4 Bankuna High School 954 B Tambo Street, Nkowankowa, Tzaneen Tzaneen
WESTERN CAPE 1 Kwamfundo Sec School Ncumo Road, Harare, Khayelitsha Metropole East
2 Fezeke Sec School NY 2, Gugulethu Metropole Central
3 Desmond Mpilo Tutu Sec School Funda Street, Polar Park, Mbekweni
West Coast Winelands
Page 31 of 98
4 Livingstone High School 100 Lansdowne Road, Claremont Metropole Central
EASTERN CAPE 1 Mthatha High School Victoria Street, Mthatha Mthatha
2 Nyathela Senior Sec School Macacuma Village, Sterkspruit Sterkspruit
3 Holy Cross Senior Secondary School 101 Chief Jojo Drive, Southridge Park, Mthatha Mthatha
4 Engwaqa Senior Sec School Engwaqa A/A, Mzimkhulu Mzimkhulu
5 Byletts Senior Secondary School Cintsa East, Mooiplaas, 5200 East London
NORTHERN CAPE 1 William Pescod Sec School Church Road, Ashbumham, Kimberley, 8301 Frances Baard
FREE STATE 1 Kahobotjha-Sakubusha Sec School 1448 Grobler Street, Rosemarie, Sasolburg Sasolburg
2 Ithabiseng Sec School 564 Matwabeng Location, Senekal Senekal
3 Leseding Technical Secondary School 10976 Constantia Road, Oppenheimer Park, Motse-Thabong Lejweleputswa
TOTAL COST FOR PART E (implementation at 20 schools listed per category E) R
Implementation at an additional 20 schools (*please note that these schools are fixed and may not be substituted):
F
Province Number Name of school Address District Cost
MPUMALANGA 1 Philip Ndimande Sec School Emamlahleni, Witbank Witbank
2 Witbank High School C/o Beaty and Woltemode Street, Witbank Witbank
3 Ramatshagalala Secondary School Kgobokwane Village, Stand 148B41, Marble Hall Groblersdal
LIMPOPO 1 Mugena Secondary School Bushbuckridge, Acornhoek, Hluvukani Acornhoek
2 Giyane High school Giyani Section A, Giyani Louis Trichardt
3 Glen Cowie Secondary School Nebo, Geln Cowie Mission, Groblersdal Sekhukune
4 Ngwana-Mohube Senior Sec School Gamphahlele Area, Polokwane Polokwane
WESTERN CAPE 1 Klein Nederburg Secondary School Newman Street, Paarl, 7646 West Coast Winelands
2 Manyano High School 617 Mkhonto Street, Khayelitshe Metropole East
3 Kassevlei Senior Secondary School Nick Kearns Avenue, Belville South, 7530 Metropole South
4 Sao Bras Secondary School Skool Straat, D'Almeida, Mosselbai South Cape Karoo
EASTERN CAPE 1 Tsomo Senior Secondary School Tsomo Mission, Tsomo Cofimvaba
Page 32 of 98
2 Vulindlela Comp Tech High School
Mngungundlovu A/A, Sea View Location, Vulindlela Area Mbizana
3 Bizana Senior Secondary School ERF 111E Near St Patrick's Hospital, Mbizana, 4800 Mbizana
4 Lehana Senior Sec School Tsekong Village, Mt Fletcher, 4770 Mt Fletcher
5 Cancgi Comp Tech School Amampisi A/A, Mbizana Mbizana
NORTHERN CAPE 1 West Avenue High School 1451 West Avenue, Douglas, 8370 Karoo
FREE STATE 1 Trompsburg Secondary School 50 Voortrekker Street, Trompsburg DC 16 (Bloemfontein South)
2 Sasamala Sec School A428 Tshiame, Tshiame, Harrismith Harrismith
3 Brebner High School Limosine Street, Helicon Heights, Bloemfontein Bloemfontein
TOTAL COST FOR PART F (implementation at 20 schools listed per category F) R
Implementation at an additional 20 schools (*please note that these schools are fixed and may not be substituted):
G
Province Number Name of school Address District Cost
MPUMALANGA 1 Zacheus Malaza Sec School Emalaheni, Witbank Witbank
2 Khutsalani Sec School 1020 Kabokweni Nelspruit
3 Enkangala Comprehensive School Ekangala, Section D Bronkhorstpruit
LIMPOPO 1 Bopedi Bapedi High School Stand no. 84, Marishane, Groblersdal Groblersdal
2 Rotterdam Secondary School Vuyani Village, Rotterdam Hlanganani
3 Madikweng Senior Secondary School 394 Uitkyk no. 1, Mtsima, 0711 Bochum
4 Lemana High School Magangeni Village, Elim Hospital, Soutspansberg Soutspansberg
WESTERN CAPE 1 Garlandale Sec School General Street, Athlone, 7764 Metropole Central
2 Mondale High School Merrydale Avenue, Portland Metropole South
3 Cape Academy for MST Firgrove Way, Constantia Metropole Central
4 Harold Cressy High School 103 Roeland Street, Cape Town, 8001 Metropole Central
EASTERN CAPE 1 Ncuncuzo Comb School Lower Ncuncuza A/A, Cofimvaba Cofimvaba
2 Nyanga Secondary School Kalinyanga A/A Ngcobo
3 Ndzondelelo Koyana Street, Zwide, PE Port Elizabeth
Page 33 of 98
4 Hillbrow Senior Secondary School 159 Main Street, Lusikisiki, 4820 Lusikisiki
5 St Cuthbert's Senior Secondary School St Cuthbert's A/A Tsolo
NORTHERN CAPE 1 Mogomotsi Sec School 587 Modirapula Street, Ikhutseng, Warrenton Frances Baard
FREE STATE 1 Pele Ya Pele Secondary School Old Vaal Power Station, Lethabo Northern Free State
2 Kheleng Sec School 2051 First Street, Phomolong, Henneman Henneman
3 Tlhorong Sec School Bolata Village, Phuthaditjhaba Phuthaditjhaba
TOTAL COST FOR PART G (implementation at 20 schools listed per category G) R
Implementation at an additional 20 schools (*please note that these schools are fixed and may not be substituted):
H
Province Number Name of school Address District Cost
MPUMALANGA 1 Empucukweni Sec School 2971 C/o Tsotetsi and Ngobe Street, Kwaguqa Witbank
2
Ramoshidi Technical and Commercial High School Bukama Section, Ga Seabe, Marble Hall Marble Hall
3 Sofunda Sec School 5531 Zandile Street, Mhluzi, Middelburg Middelburg
LIMPOPO 1 St Brendans School Botlhokwa-Ga-phasha, Bendelierkop, Thohoyandou Thohoyandou
2 Thengwe Senior Sec School Tshandama Village, Mutala, Thohoyandou Thohoyandou
3 Hluvuka High School Bungeni Settlement, Hlanganani, Potgietersrus Potgietersrus
4 Motlalaohle Sec School Malaka Location, Dwarsrivier Dwarsrivier
WESTERN CAPE 1 Sarepta Secondary School Weber Street, Sarepta Metropole East
2 Harry Gwala Sec School Hlehla Street, Makhaza, Khayelitsha Metropole East
3 Malibu Secondary School Chatres Circle, Malibu Village Metropole East
4 Langeberg Sec School George-Way, Dagbreek, Robertson Breede River Overberg
EASTERN CAPE 1 Zamukulungisa Senior Secondary School Qweqwe A/A, Mthatha Mthatha
2 Colosa Senior Sec School Colosa A/A, Dutywa Dutwya
3 Sandi Secondary School Ntsundwana A/A, Ngqeleni Libode
4 J.S. Skenjana Secondary School Guido Street, Dutywa Dutywa
5 Bulelani Senior Sec School 1947 Zone 2, Ezibeleni, 5326, Queenstown Queenstown
Page 34 of 98
NORTHERN CAPE 1 Monwabisi Secondary School 93 Nonzakazi Steet, De Aar, 7000 Karoo
FREE STATE 1 Iketsetseng Secondary School 3998 Taylor Street, Zamdele Sasolburg
2 Lere-La-Thuto Sec School 323 Matlakeng, Zastron Zastron
3 Phofung Sec School Phomolong Village, Mokodumela, Phuthaditjhaba Phuthaditjhaba
TOTAL COST FOR PART H (implementation at 20 schools listed per category H) R
Implementation at an remaining 22 schools (*please note that these schools are fixed and may not be substituted):
I
Province Number Name of school Address District Cost
MPUMALANGA 1 Takheni Secondary School Stand no. 1, Elukwatini, Eerstehoek Eerstehoek
LIMPOPO 1 Nwamavimbi Secondary School Ximausa Village, Giyani Hlanganani
2 Leole Secondary School Burgersfort, Bohlabelo Bohlabela
3 Maneledzi Sec School 925 Tshiozwi Village, Makhado Louis Trichardt
4 Thohoyandou Sec School Stand no. 697/8, Block P West, Thohoyandou Thohoyandou
5 Pax Special School Matlala Road, Polokwane Polokwane
6 Ngwanamala Sec School Lefalane Apel, Ga-Nchabeleng, Mothopong Mothopong
7 Lehlasedi High School 1360 Shatale Township, Shatale Shatale
8 Nngweni High School Makhado, Dzanani Makhado
NORTHERN CAPE 1 Sutherland High School 20 Miller Street, Sutherland, 6920 Namaqua
WESTERN CAPE 1 Breede Rivier Rivier Secondary School Noble Street, Worcester, 6849 Breede Rivier Overberg
EASTERN CAPE 1 Vulindlela Senior Sec School Mantlaneni A/A, Lusikisiki Lusikisiki
2 Hector Peterson Senior Secondary School 958 Zone 4A Zwelitshe
3 Mgezwa Senior Sec School Nkunzimbini A/A, Lambasi Road, Mgezwa Lusikisiki
4 Masiphathisane Secondary School 71 Ndlovu Street, NU1 Motherwell, 6211 Port Elizabeth
5 Molly Blackburn Senior Sec School 1 St Avenue, KwaNobuhle, 6242 Uitenhage
6 Mount Frere Senior Sec School 363 Main Street, Mount Frere, 5090 Mount Frere
7 Nongeke Sen Sec Imizizi A/A, Port Edward Mbizana
8 Khwezilomso Secondary School C/o Johnson Road, Zwide Port Elizabeth
Page 35 of 98
EP SAASTA Costing Schedule.xlsx
The spread sheet to allow bidders to input the data
9 Umtata Tech High School New Brighton Road Umtata
FREE STATE 1 Kgolathutho Sec School 8707 Mampoi Street, Phuthaditjhaba, Harrismith Harrismith
2 Dr Reginald Cingo High School C/o Phakoe and Koekoe Street, Gelukwaarts, Maokeng Maokeng
TOTAL COST FOR PART I (implementation at remaining 22 schools listed per category I) R
Page 36 of 98
14. BACKGROUND TO THE NATIONAL RESEARCH FOUNDATION
The National Research Foundation Act No. 23 of 1998 established the National Research Foundation
(NRF). The functions of the NRF are to:
a) promote the development of appropriate human resources and research capacity in the
areas of science and technology;
b) stimulate, promote, support and protect research in the field of indigenous technology;
c) obtain funds for research, both locally and abroad;
d) allocate funds for research and promote multi-disciplinary collaboration through the
divisions;
e) promote and support research by the awarding of contracts, grants, scholarships or
bursaries to persons or research institutions;
f) evaluate the status and needs of research;
g) provide financial support for the acquisition or establishment of research facilities by
research institutions;
h) review research proposals and results promoted by the Foundation;
i) promote the transfer of technology and the implementation of research results and
findings;
j) facilitate and promote nationally and internationally liaison between researchers and
research institutions;
k) promote participation in international scientific activities through maintaining membership of
appropriate international science organizations;
l) make available scientific knowledge or technology through any medium;
m) administer, support and monitor the operation of national facilities;
n) promote the provision of an information infrastructure linking research institutions to
facilitate co-operation and sharing of research information and knowledge;
o) compile and maintain a national registry of research funded by the Foundation;
p) Initiate liaison with structures involved in the protection of intellectual property rights.
The NRF is a Schedule 3A Entity in terms of the Public Finance Management Act (PFMA) of
Page 37 of 98
1999 (Act 1 of 1999 as amended by Act 29 of 2000). The NRF Board ensures that the NRF
maintains effective, efficient and transparent systems of supply chain, financial and risk
management and internal controls. The NRF Board supports Section 217 of the Constitution by
ensuring that all procurement and related supply activities conducted by the NRF are
transparent, equitable, cost effective, competitive, ethical and fair to achieve the optimum levels
of value for money.
Page 38 of 98
SBD 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 attached 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. 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.
3. The original Tax Clearance Certificate must be submitted together with the bid. Failure to
submit the original and valid Tax Clearance Certificate will result in the invalidation of the
bid. Certified copies of the Tax Clearance Certificate will not be acceptable.
4. In bids where Consortia / Joint Ventures / Sub-contractors are involved, each party must
submit a separate Tax Clearance Certificate.
5. Copies of the TCC 001 “Application for a Tax Clearance Certificate” form are available
from any SARS branch office nationally or on the website www.sars.gov.za.
6. Applications for 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.
Page 39 of 98
SBD 3.1
PRICING SCHEDULE – FIRM PRICES
(PURCHASES)
NOTE ONLY FIRM PRICES WILL BE ACCEPTED. NON-FIRM PRICES (INCLUDING PRICES
SUBJECT TO RATES OF EXCHANGE VARIATIONS) WILL NOT BE CONSIDERED
IN CASES WHERE DIFFERENT DELIVERY POINTS INFLUENCE THE PRICING, A
SEPARATE PRICING SCHEDULE MUST BE SUBMITTED FOR EACH DELIVERY
POINT
Name of bidder Bid number
Closing Time 11:00 Closing date
OFFER TO BE VALID FOR FROM THE CLOSING DATE OF BID.
ITEM
NO
QUANTITY DESCRIPTION BID PRICE IN RSA CURRENCY
**(ALL APPLICABLE TAXES
INCLUDED)
Page 40 of 98
Required by
At:
Brand and model
Country of origin
Does the offer comply with the specification(s)? *YES/NO
If not to specification, indicate deviation(s)
Period required for delivery
*Delivery: Firm/not firm
Delivery basis
Note: All delivery costs must be included in the bid price, for delivery at the prescribed destination.
** “all applicable taxes” includes value- added tax, pay as you earn, income tax, unemployment insurance fund
contributions and skills development levies.
*Delete if not applicable
Page 41 of 98
SBD 3.2
PRICING SCHEDULE – NON-FIRM PRICES
(PURCHASES)
NOTE ONLY FIRM PRICES WILL BE ACCEPTED. NON-FIRM PRICES (INCLUDING
PRICES SUBJECT TO RATES OF EXCHANGE VARIATIONS) WILL NOT BE
CONSIDERED
IN CASES WHERE DIFFERENT DELIVERY POINTS INFLUENCE THE PRICING,
A SEPARATE PRICING SCHEDULE MUST BE SUBMITTED FOR EACH
DELIVERY POINT
Name of bidder Bid number
Closing Time 11:00 Closing date
OFFER TO BE VALID FOR FROM THE CLOSING DATE OF
BID.
ITEM
NO
QUANTITY DESCRIPTION BID PRICE IN RSA CURRENCY
**(ALL APPLICABLE TAXES
INCLUDED)
Page 43 of 98
Required by
At:
Brand and model
Country of origin
Does the offer comply with the specification(s)? *YES/NO
If not to specification, indicate
deviation(s)
Period required for delivery
*Delivery Firm/not firm
Delivery basis
Note: All delivery costs must be included in the bid price, for delivery at the prescribed destination.
** “all applicable taxes” includes value- added tax, pay as you earn, income tax, unemployment insurance fund
contributions and skills development levies.
*Delete if not applicable
Page 44 of 98
SBD 3.2
PRICE ADJUSTMENTS
A NON-FIRM PRICES SUBJECT TO ESCALATION
1. IN CASES OF PERIOD CONTRACTS, NON FIRM PRICES WILL BE ADJUSTED (LOADED) WITH
THE ASSESSED CONTRACT PRICE ADJUSTMENTS IMPLICIT IN NON FIRM PRICES WHEN
CALCULATING THE COMPARATIVE PRICES
2 IN THIS CATEGORY PRICE ESCALATIONS WILL ONLY BE CONSIDERED IN TERMS OF THE
FOLLOWING FORMULA
VPt
oR
tRD
oR
tRD
oR
tRD
oR
tRDPtVPa
4
44
3
33
2
22
1
111
Where:
Pa = The new escalated price to be calculated
(1-V)Pt = 85% of the original bid price. Note that Pt must always be the original bid price and not an
escalated price
D1, D2.. = Each factor of the bid price eg. labour, transport, clothing, footwear, etc. The total of the various
factors D1, D2…etc. must add up to 100%.
R1t, R2t = Index figure obtained from new index (depends on the number of factors used).
R1o, R2o = Index figure at time of bidding
VPt = 15% of the original bid price. This portion of the bid price remains firm i.e. it is not subject to
any price escalations.
3. The following index/indices must be used to calculate your bid price
Index………. Dated………. Index………. Dated………. Index………. Dated……….
Index………. Dated………. Index………. Dated………. Index………. Dated……….
4 FURNISH A BREAKDOWN OF YOUR PRICE IN TERMS OF ABOVE-MENTIONED FORMULA. THE TOTAL
OF THE VARIOUS FACTORS MUST ADD UP TO 100%.
FACTOR (D1, D2 etc. eg. Labour, transport etc.)
PERCENTAGE OF BID PRICE
Page 45 of 98
SBD 3.2
PRICE ADJUSTMENTS
B PRICES SUBJECT TO RATE OF EXCHANGE VARIATIONS
1. Please furnish full particulars of your financial institution, state the currencies used in the conversion of
the prices of the items to South African currency, which portion of the price is subject to rate of
exchange variations and the amounts remitted abroad.
PARTICULARS OF FINANCIAL
INSTITUTION ITEM NO PRICE
CURRENCY
RATE
PORTION OF PRICE SUBJECT
TO ROE
AMOUNT IN
FOREIGN CURREN
CY REMITTE
D ABROAD
ZAR=
ZAR=
ZAR=
ZAR=
ZAR=
ZAR=
2. Adjustments for rate of exchange variations during the contract period will be calculated by using the
average monthly exchange rates as issued by your commercial bank for the periods indicated hereunder:
(Proof from bank required)
AVERAGE MONTHLY EXCHANGE RATES FOR THE PERIOD:
DATE DOCUMENTATION
MUST BE SUBMITTED TO
THIS OFFICE
DATE FROM WHICH NEW
CALCULATED PRICES WILL
BECOME EFFECTIVE
DATE UNTIL WHICH NEW
CALCULATED PRICE WILL BE
EFFECTIVE
Page 47 of 98
SBD 3.3
PRICING SCHEDULE
(Professional Services)
Name of bidder Bid number
Closing Time 11:00 Closing date
OFFER TO BE VALID FOR FROM THE CLOSING DATE
OF BID.
ITEM
NO
QUANTITY DESCRIPTION BID PRICE IN RSA CURRENCY
**(ALL APPLICABLE TAXES
INCLUDED)
1. The accompanying information must be used for the formulation of proposals
2.
Bidders are required to indicate a ceiling price based on the total
estimated time for completion of all phases and including all
expenses inclusive of all applicable taxes for the project.
R
3.
PERSONS WHO WILL BE INVOLVED IN THE PROJECT AND RATES APPLICABLE
(CERTIFIED INVOICES MUST BE RENDERED IN TERMS HEREOF)
Page 49 of 98
4. PERSON AND POSITION HOURLY RATE DAILY RATE
R R
R R
R R
R R
R R
5.
PHASES ACCORDING TO WHICH THE PROJECT
WILL BE COMPLETED, COST PER PHASE AND MAN-
DAYS TO BE SPENT
HOURLY RATE DAILY RATE
R R
R R
R R
R R
5.1.
Travel expenses (specify, for example rate/km and total km,
class of air travel, etc.). Only actual costs are recoverable.
Proof of the expenses incurred must accompany certified
invoices
DESCRIPTION OF EXPENSE TO BE INCURRED RATE QUANTITY AMOUNT
R
R
R
R
TOTAL: R
** ”all applicable taxes” includes value- added tax, pay as you earn, income tax, unemployment insurance
fund
contributions and skills development levies
Page 50 of 98
5.2.
Other expenses, for example accommodation (specify, e.g.
Three star hotel, bed and breakfast, telephone cost,
reproduction cost, etc.). On basis of these particulars,
certified invoices will be checked for correctness. Proof of
the expenses must accompany invoices.
DESCRIPTION OF EXPENSE TO BE INCURRED RATE QUANTITY AMOUNT
R
R
R
R
TOTAL: R
6. Period required for commencement with project after
acceptance of bid
7. Estimated man-days for completion of project
8. Are the rates quoted firm for the full period of contract? *YES/NO
9 If not firm for the full period, provide details of the
basis on which adjustments will be applied for, for
example consumer price index
*[DELETE IF NOT APPLICABLE]
.
Page 51 of 98
SBD 4
DECLARATION OF INTEREST
1. Any legal person, including persons employed by the state¹, or persons having a kinship
with persons employed by the state, including a blood relationship, may make an offer or
offers in terms of this invitation to bid (includes an advertised competitive bid, a limited
bid, a proposal or written price quotation). In view of possible allegations of favouritism,
should the resulting bid, or part thereof, be awarded to persons employed by the state, or to
persons connected with or related to them, it is required that the bidder or his/her authorised
representative declare his/her position in relation to the evaluating/adjudicating authority
where-
- the bidder is employed by the state; and/or
- the legal person on whose behalf the bidding document is signed, has a relationship
with
persons/a person who are/is involved in the evaluation and or adjudication of the
bid(s), or
where it is known that such a relationship exists between the person or persons for
or on
whose behalf the declarant acts and persons who are involved with the evaluation
and or
adjudication of the bid.
2. In order to give effect to the above, the following questionnaire must be completed and
submitted with the bid.
2.1 Full Name of bidder or his or her representative:
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¹“State” means –
(a) any national or provincial department, national or provincial public entity or constitutional institution within the meaning of the Public
Finance Management Act, 1999 (Act No. 1 of 1999); (b) any municipality or municipal entity;
(c) provincial legislature;
(d) national Assembly or the national Council of provinces; or (e) Parliament..
²”Shareholder” means a person who owns shares in the company and is actively involved in the management of the enterprise or business and exercises control
over the enterprise.
2.2 Identity Number:
2.3 Position occupied in the Company (director, trustee, shareholder², member):
2.4 Registration number of company, enterprise, close corporation, partnership agreement or
trust:
2.5 Tax Reference Number:
2.6 VAT Registration
Number:
2.6.1 The names of all directors/trustees/shareholders/members, their individual identity numbers,
tax reference numbers and, if applicable, employee/PERSAL numbers must be indicated in
paragraph 3 below.
2.7 Are you or any person connected with the bidder presently employed
by the state? YES/NO
2.7.1 If so, furnish the following particulars:
Name of person/director/trustee/shareholder/member:
Name of state institution at which you or the person connected to the bidder is
employed
Position occupied in the state institution:
Any other particulars:
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2.7.2 If you are presently employed by the state, did you obtain the
appropriate authority to undertake remunerative work outside
employment in the public sector?
YES/NO
2.7.2.1 If yes, did you attach proof of such authority to the bid document? YES/NO
(Note: Failure to submit proof of such authority, where
applicable, may result in the disqualification of the bid.)
2.7.2.2 If no, furnish reasons for non-submission of such proof:
2.8 Did you or your spouse, or any of the company’s directors/
trustees/shareholders/members or their spouses conduct business with
the state in the previous twelve months?
YES/NO
2.8.1 If so, furnish particulars:
2.9 Do you, or any person connected with the bidder, have any
relationship (family, friend, other) with a person employed by the
state and who may be involved with the evaluation and or adjudication
of this bid?
YES/NO
2.9.1 2.9.1 If so, furnish particulars.
2.10 Are you, or any person connected with the bidder, aware of any
relationship (family, friend, other) between any other bidder and any
person employed by the state who may be involved with the evaluation
and or adjudication of this bid?
YES/NO
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2.10.1 If so, furnish particulars:
2.11 Do you or any of the directors/trustees/shareholders/members of the
company have any interest in any other related companies whether or
not they are bidding for this contract?
YES/NO
2.11.1 If so, furnish particulars:
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3. Full details of directors/trustees/members/shareholders.
Full Name Identity
Number
Personal
Income Tax
Reference
Number
State Employee
Number/Persal
Number
4. DECLARATION
I, THE UNDERSIGNED (NAME
CERTIFY THAT THE INFORMATION FURNISHED IN PARAGRAPHS 2 and 3 ABOVE
IS CORRECT.
I ACCEPT THAT THE STATE MAY REJECT THE BID OR ACT AGAINST ME
SHOULD THIS DECLARATION PROVE TO BE FALSE.
Signature Date
Position Name of bidder
November 2011
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SBD 6.1
PREFERENCE POINTS CLAIM FORM IN TERMS OF THE
PREFERENTIAL PROCUREMENT REGULATIONS 2011
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, 2011.
1. GENERAL CONDITIONS
1.1 The following preference point systems are applicable to all bids:
- The 80/20 system for requirements with a Rand value of up to R1 000 000 (all
applicable taxes included); and
- The 90/10 system for requirements with a Rand value above R1 000 000 (all
applicable taxes included).
1.2 The value of this bid is estimated to exceed R1 000 000 (all applicable taxes included) and
therefore the 90:10 system shall be applicable.
1.3 Preference points for this bid shall be awarded for:
(a) Price; and
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(b) B-BBEE Status Level of Contribution.
1.3.1 The maximum points for this bid are allocated as follows:
POINTS
1.3.1.1 PRICE 90
1.3.1.2 B-BBEE STATUS LEVEL OF CONTRIBUTION 10
Total points for Price and B-BBEE must not exceed 100
1.4 Failure on the part of a bidder to fill in and/or to sign this form and submit a B-BBEE
Verification Certificate from a Verification Agency accredited by the South African
Accreditation System (SANAS) or a Registered Auditor approved by the Independent
Regulatory Board of Auditors (IRBA) or an Accounting Officer as contemplated in the Close
Corporation Act (CCA) together with the bid, will be interpreted to mean that preference
points for B-BBEE status level of contribution are not claimed.
1.5. The purchaser reserves the right to require of a bidder, either before a bid is adjudicated or
at any time subsequently, to substantiate any claim in regard to preferences, in any manner
required by the purchaser.
2. DEFINITIONS
2..1 “all applicable taxes” includes value-added tax, pay as you earn, income tax,
unemployment insurance fund contributions and skills development levies;
2.2 “B-BBEE” means broad-based black economic empowerment as defined in section 1 of the
Broad -Based Black Economic Empowerment Act;
2.3 “B-BBEE status level of contributor” means the B-BBEE status received by a measured
entity based on its overall performance using the relevant scorecard contained in the Codes
of Good Practice on Black Economic Empowerment, issued in terms of section 9(1) of
the Broad-Based Black Economic Empowerment Act;
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2.4 “bid” means a written offer in a prescribed or stipulated form in response to an invitation by
an organ of state for the provision of services, works or goods, through price quotations,
advertised competitive bidding processes or proposals;
2.5 “Broad-Based Black Economic Empowerment Act” means the Broad-Based Black
Economic Empowerment Act, 2003 (Act No. 53 of 2003);
2.6 “comparative price” means the price after the factors of a non-firm price and all
unconditional discounts that can be utilized have been taken into consideration;
2.7 “consortium or joint venture” means an association of persons for the purpose of
combining their expertise, property, capital, efforts, skill and knowledge in an activity for the
execution of a contract;
2.8 “contract” means the agreement that results from the acceptance of a bid by an organ of
state;
2.9 “EME” means any enterprise with an annual total revenue of R5 million or less .
2.10 “Firm price” means the price that is only subject to adjustments in accordance with the
actual increase or decrease resulting from the change, imposition, or abolition of customs or
excise duty and any other duty, levy, or tax, which, in terms of the law or regulation, is
binding on the contractor and demonstrably has an influence on the price of any supplies, or
the rendering costs of any service, for the execution of the contract;
2.11 “functionality” means the measurement according to predetermined norms, as set out in
the bid documents, of a service or commodity that is designed to be practical and useful,
working or operating, taking into account, among other factors, the quality, reliability,
viability and durability of a service and the technical capacity and ability of a bidder;
2.12 “non-firm prices” means all prices other than “firm” prices;
2.13 “person” includes a juristic person;
2.14 “rand value” means the total estimated value of a contract in South African currency,
calculated at the time of bid invitations, and includes all applicable taxes and excise duties;
2.15 “sub-contract” means the primary contractor’s assigning, leasing, making out work to, or
employing, another person to support such primary contractor in the execution of part of a
Page 59 of 98
project in terms of the contract;
2.16 “total revenue” bears the same meaning assigned to this expression in the Codes of Good
Practice on Black Economic Empowerment, issued in terms of section 9(1) of the Broad-
Based Black Economic Empowerment Act and promulgated in the Government Gazette on
9 February 2007;
2.17 “trust” means the arrangement through which the property of one person is made over or
bequeathed to a trustee to administer such property for the benefit of another person; and
2.18 “trustee” means any person, including the founder of a trust, to whom property is
bequeathed in order for such property to be administered for the benefit of another
person.
3. ADJUDICATION USING A POINT SYSTEM
3.1 The bidder obtaining the highest number of total points will be awarded the contract.
3.2 Preference points shall be calculated after prices have been brought to a comparative basis
taking into account all factors of non-firm prices and all unconditional discounts;.
3.3 Points scored must be rounded off to the nearest 2 decimal places.
3.4 In the event that two or more bids have scored equal total points, the successful bid must be
the one scoring the highest number of preference points for B-BBEE.
3.5 However, when functionality is part of the evaluation process and two or more bids have
scored equal points including equal preference points for B-BBEE, the successful bid must
be the one scoring the highest score for functionality.
3.6 Should two or more bids be equal in all respects, the award shall be decided by the drawing
of lots.
4. POINTS AWARDED FOR PRICE
4.1 THE 80/20 OR 90/10 PREFERENCE POINT SYSTEMS
A maximum of 80 or 90 points is allocated for price on the following basis:
80/20 or 90/10
Page 60 of 98
min
min180
P
PPtPs
or
min
min190
P
PPtPs
Where
Ps = Points scored for comparative price of bid under consideration
Pt = Comparative price of bid under consideration
Pmin = Comparative price of lowest acceptable bid
5. POINTS AWARDED FOR B-BBEE STATUS LEVEL OF CONTRIBUTION
5.1 In terms of Regulation 5 (2) and 6 (2) of the Preferential Procurement Regulations,
preference points must be awarded to a bidder for attaining the B-BBEE status level of
contribution in accordance with the table below:
B-BBEE Status Level of Contributor
Number of points (90/10 system)
Number of points (80/20 system)
1 10 20
2 9 18
3 8 16
4 5 12
5 4 8
6 3 6
7 2 4
8 1 2
Non-compliant
contributor
0 0
5.2 Bidders who qualify as EMEs in terms of the B-BBEE Act must submit a certificate issued by
Page 61 of 98
an Accounting Officer as contemplated in the CCA or a Verification Agency accredited by
SANAS or a Registered Auditor. Registered auditors do not need to meet the prerequisite
for IRBA’s approval for the purpose of conducting verification and issuing EMEs with B-
BBEE Status Level Certificates.
5.3 Bidders other than EMEs must submit their original and valid B-BBEE status level
verification certificate or a certified copy thereof, substantiating their B-BBEE rating issued
by a Registered Auditor approved by IRBA or a Verification Agency accredited by SANAS.
5.4 A trust, consortium or joint venture, will qualify for points for their B-BBEE status level as a
legal entity, provided that the entity submits their B-BBEE status level certificate.
5.5 A trust, consortium or joint venture will qualify for points for their B-BBEE status level as an
unincorporated entity, provided that the entity submits their consolidated B-BBEE scorecard
as if they were a group structure and that such a consolidated B-BBEE scorecard is
prepared for every separate bid.
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5.6 Tertiary institutions and public entities will be required to submit their B-BBEE status level
certificates in terms of the specialized scorecard contained in the B-BBEE Codes of Good
Practice.
5.7 A person will not be awarded points for B-BBEE status level if it is indicated in the bid
documents that such a bidder intends sub-contracting more than 25% of the value of the
contract to any other enterprise that does not qualify for at least the points that such a bidder
qualifies for, unless the intended sub-contractor is an EME that has the capability and ability
to execute the sub-contract.
5.8 A person awarded a contract may not sub-contract more than 25% of the value of the
contract to any other enterprise that does not have an equal or higher B-BBEE status level
than the person concerned, unless the contract is sub-contracted to an EME that has the
capability and ability to execute the sub-contract.
6. BID DECLARATION
6.1 Bidders who claim points in respect of B-BBEE Status Level of Contribution must complete
7.1 below:
7 B-BBEE STATUS LEVEL OF CONTRIBUTION CLAIMED IN TERMS OF PARAGRAPHS
1.3.1.2 AND 5.1
7.1 B-BBEE Status Level of Contribution: …………. = ……………(maximum of 10 or
20 points)
(Points claimed in respect of paragraph 7.1 must be in accordance with the table reflected in
paragraph 5.1 and must be substantiated by means of a B-BBEE certificate issued by a
Verification Agency accredited by SANAS or a Registered Auditor approved by IRBA or an
Accounting Officer as contemplated in the CCA).
8 SUB-CONTRACTING
8.1 Will any portion of the contract be sub-contracted? YES / NO
(delete which is not applicable)
8.1.1 If yes, indicate:
(i) what percentage of the contract will be subcontracted? ............……………….…%
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(ii) the name of the sub-contractor?
…………………………………………………………..
(iii) the B-BBEE status level of the sub-contractor?
……………..
(iv) whether the sub-contractor is an EME? YES / NO
(delete which is not applicable)
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9 DECLARATION WITH REGARD TO COMPANY/FIRM
9.1 Name of company/firm
……………………………………………...........................................................
9.2 VAT registration number:
……………………………………………............................................................
9.3 Company registration number
……………………………………………..........................................
9.4 TYPE OF COMPANY/ FIRM
Partnership/Joint Venture / Consortium
One person business/sole propriety
Close corporation
Company
(Pty) Limited [Tick applicable box]
9.5 DESCRIBE PRINCIPAL BUSINESS ACTIVITIES
………….................................................................................................................................................
...............................................................................................................................................................
...............................................................................................................................................................
...............................................................................................................................................................
...............................................................................................................................................................
................................................................................................................................................
9.6 COMPANY CLASSIFICATION
Manufacturer
Supplier
Professional service provider
Other service providers, e.g. transporter, etc. [Tick applicable box]
9.7 Total number of years the company/firm has been in business?
……………………………………
9.8 I/we, the undersigned, who is / are duly authorised to do so on behalf of the company/firm,
certify that the points claimed, based on the B-BBE status level of contribution indicated in
paragraph 7 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
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indicated in paragraph 1 of this form.
(iii) In the event of a contract being awarded as a result of points claimed as shown in
paragraph 7, the contractor may be required to furnish documentary proof to the
satisfaction of the purchaser that the claims are correct;
(iv) If the B-BBEE status level of contribution has been claimed or obtained on a
fraudulent basis or any of the conditions of contract have not been fulfilled, the
purchaser may, in addition to any other remedy it may have –
(a) disqualify the person from the bidding process;
(b) recover costs, losses or damages it has incurred or suffered as a result of that
person’s conduct;
(c) cancel the contract and claim any damages which it has suffered as a result of
having to make less favourable arrangements due to such cancellation;
(d) restrict the bidder or contractor, its shareholders and directors, or only the
shareholders and directors who acted on a fraudulent basis, from obtaining
business from any organ of state for a period not exceeding 10 years, after the
audi alteram partem (hear the other side) rule has been applied; and
(e) forward the matter for criminal prosecution
WITNESSES:
1.
SIGNATURE(S) OF BIDDER(S)
2.
DATE
ADDRESS
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SBD 7.1
CONTRACT FORM - PURCHASE OF GOODS/WORKS
THIS FORM MUST BE FILLED IN DUPLICATE BY BOTH THE SUCCESSFUL BIDDER (PART 1)
AND THE NATIONAL RESEARCH FOUNDATION AS THE PURCHASER (PART 2). BOTH
FORMS MUST BE SIGNED IN THE ORIGINAL SO THAT THE SUCCESSFUL BIDDER AND THE
PURCHASER WOULD BE IN POSSESSION OF ORIGINALLY SIGNED CONTRACTS FOR
THEIR RESPECTIVE RECORDS.
PART 1 (TO BE FILLED IN BY THE BIDDER)
1. I hereby undertake to supply all or any of the goods and/or works described in the attached
bidding documents to NATIONAL RESEARCH FOUNDATION in accordance with the
requirements and specifications stipulated in bid number………..……….. at the price/s
quoted. My offer/s remains binding upon me and open for acceptance by the purchaser
during the validity period indicated and calculated from the closing time of bid.
2. The following documents shall be deemed to form and be read and construed as part of
this agreement:
(i) Bidding documents, viz
- Invitation to bid;
- Tax clearance certificate;
- Pricing schedule(s);
- Technical Specification(s);
- Preference claims for Broad Based Black Economic Empowerment Status
Level of Contribution in terms of the Preferential Procurement Regulations
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2011;
- Declaration of interest;
- Declaration of bidder’s past SCM practices;
- Certificate of Independent Bid Determination
- Special Conditions of Contract;
(ii) General Conditions of Contract; and
(iii) Other (specify)
3. I confirm that I have satisfied myself as to the correctness and validity of my bid; that the
price(s) and rate(s) quoted cover all the goods and/or works specified in the bidding
documents; that the price(s) and rate(s) cover all my obligations and I accept that any
mistakes regarding price(s) and rate(s) and calculations will be at my own risk.
4. I accept full responsibility for the proper execution and fulfilment of all obligations and
conditions devolving on me under this agreement as the principal liable for the due
fulfilment of this contract.
5. I declare that I have no participation in any collusive practices with any bidder or any other
person regarding this or any other bid.
6. I confirm that I am duly authorised to sign this contract.
NAME (PRINT) ………………………………………….
CAPACITY ………………………………………….
SIGNATURE ………………………………………….
NAME OF FIRM ………………………………………….
DATE …………………………………………..
WITNESSES
1 …….……………
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SBD 7.1
CONTRACT FORM - PURCHASE OF GOODS/WORKS
PART 2 (TO BE FILLED IN BY THE NATIONAL RESEARCH FOUNDATION)
1. I……………………………………………. in my capacity
as…………………………………………………..............................
accept your bid under reference number ………………dated………………………for the supply of
goods/works indicated hereunder and/or further specified in the annexure(s).
2. An official order indicating delivery instructions is forthcoming.
3. I undertake to make payment for the goods/works delivered in accordance with the terms and
conditions of the contract, within 30 (thirty) days after receipt of an invoice accompanied by the
delivery note.
ITEM NO.
PRICE (ALL APPLICABLE
TAXES INCLUDED)
BRAND DELIVERY
PERIOD
B-BBEE STATUS LEVEL
OF CONTRIBUTION
MINIMUM THRESHOLD FOR LOCAL PRODUCTIO
N AND CONTENT (if applicable)
Page 69 of 98
4. I confirm that I am duly authorised to sign this contract.
SIGNED AT ………………………………………ON………………………………..
NAME (PRINT) …………………………………….
SIGNATURE …………………………………….
OFFICIAL STAMP
WITNESSES
1. ………………………
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SBD 7.2
CONTRACT FORM - RENDERING OF SERVICES
THIS FORM MUST BE FILLED IN DUPLICATE BY BOTH THE SERVICE PROVIDER (PART 1)
AND THE NATIONAL RESEARCH FOUNDATION AS PURCHASER (PART 2). BOTH FORMS
MUST BE SIGNED IN THE ORIGINAL SO THAT THE SERVICE PROVIDER AND THE
PURCHASER WOULD BE IN POSSESSION OF ORIGINALLY SIGNED CONTRACTS FOR
THEIR RESPECTIVE RECORDS.
PART 1 (TO BE FILLED IN BY THE SERVICE PROVIDER)
1. I hereby undertake to render services described in the attached bidding documents to
NATIONAL RESEARCH FOUNDATION in accordance with the requirements and task
directives / proposals specifications stipulated in Bid Number………….……….. at the
price/s quoted. My offer/s remain binding upon me and open for acceptance by the
Purchaser during the validity period indicated and calculated from the closing date of the
bid.
2. The following documents shall be deemed to form and be read and construed as part of
this agreement:
(i) Bidding documents, viz
- Invitation to bid;
- Tax clearance certificate;
- Pricing schedule(s);
- Filled in task directive/proposal;
- Preference claims for Broad Based Black Economic Empowerment Status
Level of Contribution in terms of the Preferential Procurement Regulations
2011;
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- Declaration of interest;
- Declaration of bidder’s past SCM practices;
- Certificate of Independent Bid Determination;
- Special Conditions of Contract;
(ii) General Conditions of Contract; and
(iii) Other (specify)
3. I confirm that I have satisfied myself as to the correctness and validity of my bid; that the
price(s) and rate(s) quoted cover all the services specified in the bidding documents; that
the price(s) and rate(s) cover all my obligations and I accept that any mistakes regarding
price(s) and rate(s) and calculations will be at my own risk.
4. I accept full responsibility for the proper execution and fulfilment of all obligations and
conditions devolving on me under this agreement as the principal liable for the due
fulfillment of this contract.
5. I declare that I have no participation in any collusive practices with any bidder or any other
person regarding this or any other bid.
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6. I confirm that I am duly authorised to sign this contract.
NAME (PRINT) …………………………….
CAPACITY …………………………….
SIGNATURE …………………………….
NAME OF FIRM …………………………….
DATE …………………………….
WITNESSES
1 …….……………………………
Page 73 of 98
SBD 7.2
CONTRACT FORM - RENDERING OF SERVICES
PART 2 (TO BE FILLED IN BY THE NATIONAL RESEARCH FOUNDATION)
1. I……………………………………………. in my capacity
as……………………...…………………….……………………..
accept your bid under reference number ………………dated………………………for the rendering
of services indicated hereunder and/or further specified in the annexure(s).
2. An official order indicating service delivery instructions is forthcoming.
3. I undertake to make payment for the services rendered in accordance with the terms and
conditions of the contract, within 30 (thirty) days after receipt of an invoice.
DESCRIPTION OF SERVICE
PRICE (ALL APPLICABL
E TAXES INCLUDED)
COMPLETION DATE
B-BBEE STATUS
LEVEL OF CONTRIBU
TION
MINIMUM
THRESHOLD FOR LOCAL
PRODUCTION AND
CONTENT (if
applicable)
Page 74 of 98
4. I confirm that I am duly authorised to sign this contract.
SIGNED AT ………………………………………ON………………………………..
NAME (PRINT) ………………………………………….
SIGNATURE …………………………………………
OFFICIAL STAMP
WITNESSES
1 ….…………………………….
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SBD 8
DECLARATION OF BIDDER’S PAST SUPPLY CHAIN
MANAGEMENT PRACTICES
1 This Standard Bidding Document must form part of all bids invited.
2 It serves as a declaration used by institutions in ensuring that when goods and services are
being procured, all reasonable steps are taken to combat the abuse of the supply chain
management system.
3 The bid of any bidder may be disregarded if that bidder, or any of its directors have-
a. abused the institution’s supply chain management system;
b. committed fraud or any other improper conduct in relation to such system; or
c. failed to perform on any previous contract.
4 In order to give effect to the above, the following questionnaire must be completed and
submitted with the bid.
Item Question Yes No
4.1 Is the bidder or any of its directors listed on the National Treasury’s Database
of Restricted Suppliers as companies or persons prohibited from doing
business with the public sector?
(Companies or persons who are listed on this Database were informed in
writing of this restriction by the Accounting Officer/Authority of the institution
that imposed the restriction after the audi alteram partem rule was applied).
The Database of Restricted Suppliers now resides on the National Treasury’s
website(www.treasury.gov.za) and can be accessed by clicking on its link at
the bottom of the home page.
Yes
No
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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)?
The Register for Tender Defaulters can be accessed on the National
Treasury’s website (www.treasury.gov.za) by clicking on its link at
the bottom of the home page.
Yes
No
4.2.1
If so, furnish particulars:
4.3 Was the bidder or any of its directors convicted by a court of law
(including a court outside of the Republic of South Africa) for fraud or
corruption during the past five years?
Yes
No
4.3.1 If so, furnish particulars:
4.4 Was any contract between the bidder and any organ of state
terminated during the past five years on account of failure to perform
on or comply with the contract?
Yes
No
4.4.1 If so, furnish particulars:
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SBD 8
CERTIFICATION
I, THE UNDERSIGNED (FULL
NAME)………………………………………………..........................................................…
CERTIFY THAT THE INFORMATION FURNISHED ON THIS DECLARATION FORM IS TRUE AND
CORRECT.
I ACCEPT THAT, IN ADDITION TO CANCELLATION OF A CONTRACT, ACTION MAY BE TAKEN
AGAINST ME SHOULD THIS DECLARATION PROVE TO BE FALSE.
………………………………………... …………………………..
Signature Date
………………………………………. …………………………..
Position Name of Bidder
Js365bW
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SBD 9
CERTIFICATE OF INDEPENDENT BID DETERMINATION
1 This Standard Bidding Document (SBD) 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 pe se prohibition meaning that it cannot be justified under any grounds.
3 Treasury Regulation 16A9 prescribes that accounting officers and accounting authorities must
take all reasonable steps to prevent abuse of the supply chain management system and
authorizes accounting officers and accounting authorities to:
a. disregard the bid of any bidder if that bidder, or any of its directors have abused the
institution’s supply chain management system and or committed fraud or any other
improper conduct in relation to such system.
b. cancel a contract awarded to a supplier of goods and services if the supplier committed
any corrupt or fraudulent act during the bidding process or the execution of that contract.
4 This SBD 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 (SBD 9) 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.
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SBD 9
CERTIFICATE OF INDEPENDENT BID DETERMINATION
I, the undersigned, in submitting the accompanying bid:
___________________________________________________________________________________
__________________
(Bid Number and Description)
in response to the invitation for the bid made by:
NATIONAL RESEARCH FOUNDATION
(Name of Institution)
do hereby make the following statements that I certify to be true and complete in every respect:
I certify, on behalf
of:________________________________________________________________________________t
hat:
(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
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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
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.
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6. The bidder has arrived at the accompanying bid independently from, and without consultation,
communication, agreement or arrangement with any competitor. However communication
between partners in a joint venture or 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.
10. I am aware that, in addition and without prejudice to any other remedy provided to combat any
restrictive practices related to bids and contracts, bids that are suspicious will be reported to the
Competition Commission for investigation and possible imposition of administrative penalties in
terms of section 59 of the Competition Act No 89 of 1998 and or may be reported to the National
Prosecuting Authority (NPA) for criminal investigation and or may be restricted from conducting
business with the public sector for a period not exceeding ten (10) years in terms of the
Prevention and Combating of Corrupt Activities Act No 12 of 2004 or any other applicable
legislation.
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………………………………………………… …………………………………
Signature Date
…………………………………………………. …………………………………
Position Name of Bidder
Js914w 2