APPOINTMENT OF A SERVICE PROVIDER FOR PRINTING AND DISTRIBUTION OF MONTHLY MUNICIPAL SERVICE ACCOUNTS FOR CITY OF MBOMBELA FOR A PERIOD OF 36 ...

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APPOINTMENT OF A SERVICE PROVIDER FOR PRINTING AND DISTRIBUTION OF MONTHLY MUNICIPAL SERVICE ACCOUNTS FOR CITY OF MBOMBELA FOR A PERIOD OF 36 ...
BID NO.: 300/2021

 APPOINTMENT OF A SERVICE PROVIDER
   FOR PRINTING AND DISTRIBUTION
   OF MONTHLY MUNICIPAL SERVICE
  ACCOUNTS FOR CITY OF MBOMBELA
     FOR A PERIOD OF 36 MONTHS

   CLOSING DATE: 15 JUNE 2021 @ 11:00

COMPANY NAME: _____________________

CSD REG. NO: MAAA __________________

                    1
INDEX                                                                                                PAGE

Invitation to Bid…………………………………………………………….……                                                          3–5

Special Conditions……………………………………………………….………                                                          6–8

Specifications and Pricing Schedule ……………………………………..….                                               9 – 19

Pricing Schedule – Firm Prices…………………………………………………                                                    20

Declaration of interest…………………………………………………………….                                                      21 – 23

Preference Points Claim Form in terms of the
Preferential Procurement Regulations 2017 (Purchases)……………………….                                      24 – 29

Contract Form MBD 7…………………………………………………… …………                                                         30 – 31

Declaration of Bidder’s Past Supply Chain Management Practices ..................                    32 – 33

Certificate of independent bid determination......................................................   34 – 37

Authority to sign a bid ……………………………………………………………….                                                    38 – 39

Certificate of authority for joint ventures ………………………………………….                                        40

Evaluation Criterion…………………….………………………………..……………                                                     41
ANNEXURE A
Tax clearance certificate application form

ANNEXURE B
General conditions of contract

                                                               2
MBD 1
                                                             PART A
                                                       INVITATION TO BID
YOU ARE HEREBY INVITED TO BID FOR REQUIREMENTS OF THE CITY OF MBOMBELA
                                               CLOSING
BID NUMBER: 300/2021                           DATE:            15 JUNE 2021 CLOSING TIME: 11:00
                 APPOINTMENT OF A SERVICE PROVIDER FOR PRINTING AND DISTRIBUTION OF MONTHLY MUNICIPAL
DESCRIPTION SERVICE ACCOUNTS FOR CITY OF MBOMBELA FOR A PERIOD OF 36 MONTHS
THE SUCCESSFUL BIDDER WILL BE REQUIRED TO FILL IN AND SIGN A WRITTEN CONTRACT FORM (MBD7).
BID RESPONSE DOCUMENTS MAY BE DEPOSITED IN THE BID BOX SITUATED AT
1 Nel Street, Mbombela Civic Centre, next to the main entrance
SUPPLIER INFORMATION
NAME OF BIDDER
POSTAL ADDRESS
STREET ADDRESS
TELEPHONE NUMBER                   CODE                           NUMBER
CELLPHONE NUMBER
FACSIMILE NUMBER                   CODE                           NUMBER
E-MAIL ADDRESS
VAT REGISTRATION NUMBER
TAX COMPLIANCE STATUS              TCS PIN:                  OR   CSD No:
B-BBEE STATUS LEVEL                                          B-BBEE STATUS
                                      Yes                                        Yes
VERIFICATION CERTIFICATE                                     LEVEL SWORN
[TICK APPLICABLE BOX]                                        AFFIDAVIT
                                     No                                       No
[A B-BBEE STATUS LEVEL VERIFICATION CERTIFICATE/ SWORN AFFIDAVIT (FOR EMES & QSEs) MUST BE SUBMITTED
IN ORDER TO QUALIFY FOR PREFERENCE POINTS FOR B-BBEE]

                                                                     ARE YOU A
                                                                     FOREIGN
                                                                     BASED
ARE YOU THE ACCREDITED                                               SUPPLIER
REPRESENTATIVE IN SOUTH AFRICA                                       FOR THE
FOR THE GOODS /SERVICES /WORKS                                       GOODS             Yes           No
OFFERED?                             Yes                No           /SERVICES
                                                                     /WORKS       [IF YES, ANSWER PART
                                   [IF YES ENCLOSE PROOF]            OFFERED?     B:3 ]

                                                                     TOTAL BID
TOTAL NUMBER OF ITEMS OFFERED                                        PRICE        R

SIGNATURE OF BIDDER                                                  DATE
                                   ………………………………

CAPACITY UNDER WHICH THIS BID IS
SIGNED
BIDDING PROCEDURE ENQUIRIES MAY BE DIRECTED TO:        TECHNICAL INFORMATION MAY BE DIRECTED TO:
                                                                           FINANCIAL     SERVICES        –
DEPARTMENT            FINANCIAL SERVICES - SCM         DEPARTMENT          REVENUE MANAGEMENT
CONTACT PERSON        CHRISTOPHER NKAMBULE             CONTACT PERSON      SCHALK NEETHLING
TELEPHONE NUMBER      013 759 2358                     TELEPHONE NUMBER    013 759 2008

                                                   3
PART B
                                  TERMS AND CONDITIONS FOR BIDDING

1.   BID SUBMISSION:
1.1. BIDS MUST BE DELIVERED BY THE STIPULATED TIME TO THE CORRECT ADDRESS. LATE BIDS WILL NOT BE
     ACCEPTED FOR CONSIDERATION.
1.2. ALL BIDS MUST BE SUBMITTED ON THE OFFICIAL FORMS PROVIDED–(NOT TO BE RE-TYPED) OR ONLINE
1.3. THIS BID IS SUBJECT TO THE PREFERENTIAL PROCUREMENT POLICY FRAMEWORK ACT AND THE
     PREFERENTIAL PROCUREMENT REGULATIONS, 2017, THE GENERAL CONDITIONS OF CONTRACT (GCC) AND, IF
     APPLICABLE, ANY OTHER SPECIAL CONDITIONS OF CONTRACT.

2.  TAX COMPLIANCE REQUIREMENTS
2.1 BIDDERS MUST ENSURE COMPLIANCE WITH THEIR TAX OBLIGATIONS.
2.2 BIDDERS ARE REQUIRED TO SUBMIT THEIR UNIQUE PERSONAL IDENTIFICATION NUMBER (PIN) ISSUED BY
    SARS TO ENABLE THE ORGAN OF STATE TO VIEW THE TAXPAYER’S PROFILE AND TAX STATUS.
2.3 APPLICATION FOR THE TAX COMPLIANCE STATUS (TCS) CERTIFICATE OR PIN MAY ALSO BE MADE VIA E-
    FILING. IN ORDER TO USE THIS PROVISION, TAXPAYERS WILL NEED TO REGISTER WITH SARS AS E-FILERS
    THROUGH THE WEBSITE WWW.SARS.GOV.ZA.
2.4 FOREIGN SUPPLIERS MUST COMPLETE THE PRE-AWARD QUESTIONNAIRE IN PART B:3.
2.5 BIDDERS MAY ALSO SUBMIT A PRINTED TCS CERTIFICATE TOGETHER WITH THE BID.
2.6 IN BIDS WHERE CONSORTIA / JOINT VENTURES / SUB-CONTRACTORS ARE INVOLVED, EACH PARTY MUST
    SUBMIT A SEPARATE TCS CERTIFICATE / PIN / CSD NUMBER.
2.7 WHERE NO TCS IS AVAILABLE BUT THE BIDDER IS REGISTERED ON THE CENTRAL SUPPLIER DATABASE (CSD),
    A CSD NUMBER MUST BE PROVIDED.
3.  QUESTIONNAIRE TO BIDDING FOREIGN SUPPLIERS
3.1.   IS THE ENTITY A RESIDENT OF THE REPUBLIC OF SOUTH AFRICA (RSA)?                   YES   NO
3.2.   DOES THE ENTITY HAVE A BRANCH IN THE RSA?                                         YES   NO
3.3.   DOES THE ENTITY HAVE A PERMANENT ESTABLISHMENT IN THE RSA?                        YES   NO
3.4.   DOES THE ENTITY HAVE ANY SOURCE OF INCOME IN THE RSA?                             YES   NO
3.5.   IS THE ENTITY LIABLE IN THE RSA FOR ANY FORM OF TAXATION?                         YES   NO

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

       NB: FAILURE TO PROVIDE ANY OF THE ABOVE PARTICULARS MAY RENDER THE BID INVALID.
       NO BIDS WILL BE CONSIDERED FROM PERSONS IN THE SERVICE OF THE STATE.

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

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

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

                                                   4
BID NO: 300/2021
                              CLOSING DATE: 15 JUNE 2021

 APPOINTMENT OF A SERVICE PROVIDER FOR PRINTING AND DISTRIBUTION OF
  MONTHLY MUNICIPAL SERVICE ACCOUNTS FOR CITY OF MBOMBELA FOR A
                        PERIOD OF 36 MONTHS

Bids are hereby invited from experienced service providers for printing and distribution of
monthly municipal service accounts for City of Mbombela for a period of 36 months.

It is compulsory that service providers download a copy of the bid document that will ONLY
be available as from 11 May 2021 from e-Tender Portal: www.etenders.gov.za and the
City’s website: www.mbombela.gov.za, free of charge.

Completed bid documents and supporting documents which are, CSD full report (summary
will not be accepted), B-BBEE Certificate/B-BBEE sworn affidavit and Tax Compliance
Status, Rates and taxes certificate from relevant authority, together with the bid document
must be sealed in an envelope clearly marked: “BID NO: 300/2021: APPOINTMENT OF A
SERVICE PROVIDER FOR PRINTING AND DISTRIBUTION OF MONTHLY MUNICIPAL
SERVICE ACCOUNTS FOR CITY OF MBOMBELA FOR A PERIOD OF 36 MONTHS,
CLOSING DATE: 15 JUNE 2021”, with the name of the bidder shall be placed in the bid
box at Mbombela Civic Centre at 1 Nel Street before 11:00.

Bids received by telegram, fax or e-mail will not be considered. Late bids shall not be
accepted or considered.

No compulsory briefing session. Technical enquiries may be directed to the Project
Manager on the below contact details.

A preferential point system shall apply whereby this contract will be allocated to a bidder in
accordance with the Preferential Procurement Policy Framework Act, no. 5 of 2000 and as
defined in the conditions of bid in the bid document, read in conjunction with the Preferential
Procurement Regulations of 2017, where 80 points will be allocated in respect of price and
20 points in respect of B-BBEE status level of contribution.

Procurement Enquiries         :       Christopher Nkambule       (013) 759 2358
Technical Enquiries           :       Schalk Neethling           (013) 759 2008
Email address                 :       schalk.neethling@mbombela.gov.za
Employer            :                 Municipal Manager, Mr Wiseman Khumalo
                                      City of Mbombela
                                      PO BOX 45; MBOMBELA; 1200

                       VISIT OUR WEBSITE: www.mbombela.gov.za

NB: The results of this bid will be published on council website as prescribed on
           the MFMA sec 75 (1) (g) and SCM regulations, sec. 23 (c).

                                              5
SPECIAL CONDITIONS OF THE BID

1. SUBMISSION OF TENDERS

The tender is to be made out on the tender form attached hereto, which must not be
detached from this document, and the completed document, fully priced, extended and
totalled, completed in all respects, signed and is to be sealed in an envelope which is to be
endorsed and delivered in accordance with the instructions contained in the Letter of
Invitation to Tender.

Proof of posting of a tender will not be accepted as proof of delivery to the appropriate place
for the receipt of tender.

Tenders will be opened in public immediately after the advertised closing date.

2. TENDER DEPOSIT

It is compulsory that service providers download a copy of the bid document that will ONLY
be available as from 11 May 2021 from the following link: www.mbombela.gov.za and
www.etenders.gov.za, free of charge.

3. ADJUDICATION OF TENDER

City of Mbombela will not be bound to accept the lowest or any tender and also reserves the
right to cancel the tender when deemed necessary.

The tender will be adjudicated by City of Mbombela in terms of the Preferential Procurement
Policy Framework Act, no. 5 of 2000 and as defined in the conditions of bid in the bid
document, read in conjunction with the preferential procurement regulations, 2017, where
80 points will be allocated in respect of price and 20 points in respect of B-BBEE status
level of contributor.

Prospective service providers may not make any alterations or additions to the Bid
document, except to comply with instructions issued by the employer, or necessary to
correct errors made by the service provider. All signatories to the Bid offer shall initial all
such alterations. Erasures and the use of masking fluid are prohibited and failure to adhere
to this condition will render your submission non responsive.

All certified copies required MUST be originally certified and NOT be older than three month
to be regarded as valid in order to claim points and considered for further evaluation.

Certified copy of B-BBEE Certificate / Original Sworn Affidavit for B-BBEE / original certified
copy of a Sworn Affidavit for B-BBEE. Failure to adhere will lead in non-claiming on
preferential points.

A bid not complying with the mandatory requirements stated hereunder will be regarded as
not being an “Acceptable bid”, and as such will be rejected. If a Bid has not been properly
signed by a party having the authority to do so, according to the example of “Authority for
Signatory” will be rejected.

If No authority for signatory submitted – See example, where it is stated that a duly signed
and dated original or certified copy of the company’s relevant resolution (for each specific
bid) of their members or their board of directors. Failure to attach a resolution will render the
bid non responsive.

                                               6
A bid will be rejected if any municipal rates and taxes or municipal service charges owed by
the bidder or any of its directors to the municipality, or to any other municipality or municipal
entity, are in arrears for more than three months.

Bids will be rejected if the bidders or any of the directors is listed on the Register of Bid
Defaulters in terms of the Prevention and Combating of Corrupt Activities Act of 2004 as a
person prohibited from doing business with the public sector. Bids will be rejected if the
bidder has abused the CoM’s Supply Chain Management System or SCM Processes of any
state institutions.

MBD 1 will regarded as a FORM OF OFFER and if the forms is not completed and signed
by the authorised signatory is will regarded as non-responsive.

4. COMPLETION OF TENDER DOCUMENTS

Tenders will only be considered on receipt of this tender document correctly completed with
all insertions in black ink and signed.

The following compulsory documentation must be attached in order for the bid to be
considered for further evaluation:

   -   Valid Tax Compliance Status (failure to attach will lead to immediate elimination)
   -   Original Certified IDs of business directors
   -   Company Registration Certificate (failure to attach will lead to immediately
       disqualification)
   -   Formal agreement (in case of consortia/Joint Ventures)
   -   Usage of pencil or Erasable ink is prohibited
   -   Usage of Tippex is prohibited
   -   For any cancellations in the Tender document a signature must be appended
   -   Latest up to date rates and taxes certificate of all directors of the Consortium/
       joint Venture/ Company/CC from the relevant authority or copy of a lease
       agreement or proof of residence from a recognised authority. (failure to attach will
       lead to disqualification)
   -   CSD supplier’s full report with a verified tax status, failure to attach will lead to
       immediate disqualification.
   -   Certified copies of the qualifications of each key personnel and the professional
       registration certificates together with CVs.
   -   Proof of public liability insurance of not less than R 500 000.00

   NB: All certified copies must be original and not older than three months. Failure
   to adhere will render your submission invalid and non-responsive.

6. TAXES AND DUTIES PAYABLE

Bidders shall allow in their tender for the payment and recovery of all taxes and other
duties. No claims for additional payment in this respect will be considered. Prices and rates
quoted shall be inclusive of Value Added Tax (VAT). VAT shall be recorded as a lump sum
in the tender summary and the total inclusive of VAT carried to the Form of Tender.

                                               7
7. WITHDRAWAL OF TENDER

In the event of the successful tender failing to execute the service in terms of this tender,
the Municipality shall be entitled to cancel the contract summarily, in which event the Bidder
shall be liable for any additional expense incurred by reason of the Municipality having to
call for fresh tenders or having to accept any less favourable tender.

8. PERIOD OF VALIDITY OF TENDERS

The period of validity of tenders shall be 90 days as stated in the tender form and be
calculated from the closing date for submission of tenders.

9. NOTICE OF BIDDERS

Should any additions or alterations to the document as issued to Bidders be deemed
necessary prior to the date for submission of tenders, these will be issued to Bidders in the
form of Notices to Bidders and will form part of the tender document.

The Notices to Bidders shall be completed where applicable by Bidders, signed, dated and
returned with the tender documents.

10. PRICE

   -   Bid prices will be regarded fixed and no additional cost will be added.
   -   All prices must be stated in S.A currency.
   -   Failure to reflect the proposed escalation % on the pricing schedule will render your
       submission non-responsive.

11. CESSION OF ASSIGNMENT

Neither the Council nor the bidder shall cede or assign a contract for the required rendering
of services or any part thereof or any benefit or interest therein or there under to third
parties without having obtained written permission from the Council.

12. DURATION OF CONTRACT & PENALTIES

The duration of the contract will be three (3) years. The successful bidder will have to
execute the project in line with the stipulated timeframes as indicated on the terms of
reference after the final adjudication and signing of contract. Penalties for not compliance to
agreed timeframes as per the Service Level Agreement which will be entered into with the
successful bidder will be R500.00 per day after the deliverable phases.

                                              8
TERMS OF REFERENCE (TOR)

1.1 Specifications

     The City of Mbombela requires:
    • A comprehensive solution for the design as well as cost-effective printing and distribution of
       the Municipality's monthly service accounts, inclusive of an enclosed double-sided
       newsletter.
    • The printing and distribution of a monthly average of 50,000 municipal service accounts
       and enclosed newsletter when necessary.
    • Printing to be finalized and accounts to be mailed by not later than 5 working days after the
       billing date of each month.

1.2 Requirements

1.2.1   Company experience in the field

        Bidders should illustrate their experience relevant to the printing and distribution of
        accounts. Evidence of such experience should include at least the following:

             a)   Schedule of staff available and corporate support.
             b)   Details of staff experience, qualifications and technical competence, particularly in
                  respect of staff responsible for rendering the service.
             c)   Details of the bidder's management and reporting structure and processes.

                  NB: CV’S AND QUALIFICATIONS MUST BE ATTACHED TOGETHER WITH THE
                  TENDER DOCUMENT.

1.2.2   Company experience in the field

        a)        History briefly states your company's history. When was your organization
                  established? Describe the products and services that you have offered to date.
        b)        What differentiates your product and service offering from that of your competitors?
        c)        Explain your quality assurance program with regards to the services offered and
                  how it will be beneficial to the City of Mbombela's image and client care.
        d)        Vendor Terms and Conditions. Please supply a list of your standard terms and
                  Conditions.
        e)        Future Plan: Describe the current and future product / services lifecycle of the
                  solution proposed in this bid.
        f)        Explain in detail your organizational skills and the ability to Implement and maintain
                  the proposed solution, i.e. number of trained personnel, skills, certifications, etc.
        g)        Please provide information detailing your user support centre with reference to
                  availability, cost and capabilities.
        h)        Customer References please supply references of major customers or of a similar
                  size to the City of Mbombela in South Africa to whom you are currently providing
                  the services and products proposed in this tender. (Certified copies of appointment
                  letters from previous clients. At least 2)

                                                                                                      9
1.2.3    Identity and financial integrity

         Bidders are required to provide the following Information: For each bidder:

   a)    Name and contact details.
   b)    Form of entity (e.g. company, individual, corporation, trust, etc.),
   c)    Proof and details of registration.
   d)    Audited annual financial statements for each entity forming part of the bid, this must be
         presented for the most recent financial year,
   e)    Details of membership with trade associations and professional bodies.
   f)    Nature of current business.
   g)    Number of years in business.
   h)    Summary of South African human and other resources and capacity,
   i)    Where the bidder represents a bidder Consortium, the tender must contain a signed
         memorandum of understanding:

                Regulating the composition of the bidder and the relationships between its members.
                Identify the leading member of the bidder consortium and should include evidence of
                 lead member's authority to act on behalf of all other members in respect of this project
                 and specifically this tender.

1.3. Evaluation Schedule

        The information requested from bidders in this tender has been identified by the Municipality
        as necessary so that the commitment, capability, suitability and capacity of the bidders can
        be evaluated.

        Bidders must categorically confirm in the allocated space whether they comply with
        the requirements or not by stating yes or no.

        1.3.1.      The solution must ensure that sufficient control measures are in place to:

         A   Reduce human intervention in the generation, Printing and
             distributing of statements
         B   Ensure data integrity of supplied client account details.
         C   Ensure that quality processes are in place to prevent mistakes
             from impacting on client and the confidentiality of information

                                                                                                       10
1.3.2.   The solution must enhance the City of Mbombela's customer service through:

   A     Flexible generation, storage, retrieval, email and printing of
         statements;
   B     Different options to distribute statements and other
         correspondence in the media of choice
   C     Utilization of the City of Mbombela’s customized stationery which
         provides a logical layout of client account information;
   D     Optimal Utilization of the City of Mbombela’s customized
         stationery, i.e. print more information per page than current
         solution;
   E     Flexible enough to combine additional information with the current
         statement should the need arise in future, as well as the inclusion
         of pre-printed inserts as well as personalized communications;
   F     Correlation of various documents;
   G     Prompt change of form overlays and layouts; and
   H     High quality of printing

1.3.3.   The system must be able to process and format data streams from many of
         these systems and formats including, but not limited to:

   A     CSV
   B     XML
   C     Tab delimited
   D     Pipe delimited
   E     Comma delimited
   F     EBCIDIC
   G     Flat text files
   H     DBF
   I     MDB
   J     ASCII
   K     CR/LF

   A     The vendor must have the ability to accept data files
         electronically.
         SFTP is the preferred method of sending data due to the
         additional security inherent in the protocol
   B     All printed documents must be done on high quality laser.
   C     The solution must be able to convert the current statements
         into electronically distributable documents i.e. e-mail, fax, SMS
         or web

                                                                                 11
1.4. Evaluation Criteria (Functionality)

•   Tenders will be pre-evaluated in terms of the under mentioned. Bidders that do not score
    the minimum of 85 points or more for the functionality criteria will be deemed not
    responsive and only those bidders who score a minimum of 85 out of 100 points will be
    evaluated further on the 80/20 preference points system.

•   The bidder achieving the highest score will normally be awarded the contract although the
    City of Mbombela reserves the right to make an award, at its sole discretion, to any bidders
    or combination of bidders.

    Service / Product information

         The following categories will be used in the evaluation process to test the ability of the
         bidder to perform the required services, as well as other technical issues:

    i)        This bid should include generic functionality (2 points per line item) to support the
              following products / services: Please state YES or NO          (14 POINTS)

    A         Timeous and accurate transfer of data from the City of Mbombela
              when data is available;
    B         Accurate compilation of statement layout from raw data;
    C         Absolute verification and confirmation of successful processing of
              every mail piece;
    D         Timeous processing and logging of process documents at SAPO;
    E         Fast, reliable and traceable electronic delivery methods;
    F         Dependable disaster recovery processes; and
    G         Firm and fixed Service Level Agreements

    ii)        All hardware, software and applications for the required solution must: (2 points per
               line item):                                                     (8 POINTS)

    A         Be flexible to adapt to future needs and trends;
    B         Have audit trail capabilities;
    C         Be scale able in order to handle any growth required in future;
    D         Ensure that effective system functionality is in place to enable
              performance management reporting for the company, per product and
              per customer

                                                                                                      12
iii)    Pre-printed Stationery (3.333 points per line item):

        Please indicate how the pre-printed stationery would be managed with reference to:
        (10 POINTS)

A      Quality
B      Type of forms
       i.e. cut sheet or
       continuous
C      Pricing and cost
       structure of
       different forms

iv)    Stock Management (3.333 points per line item)
       Please indicate how the stock on hand would be managed with reference to:
                                                                  (10 POINTS)

A       The minimum
        volume of pre-
        printed
        stationery,
        envelopes and
        any other
        consumables
        that will be
        maintained on
        site at all times;
B       Sudden
        changes of
        stationery.
        Specify the
        process and
        timeframes
        applicable;
C       The method of
        stock control
        and minimum
        time frame.

                                                                                       13
v)      Electronic Data transfer and processing Ability (2 points per line item)
                                                                        (14 POINTS)

A     Describe your process,
      formats and ability to
      receive files electronically

B     What is your ability to
      process raw data?
      Please specify data
      formats and processes.
C     What is your electronic
      distribution ability?
      Please elaborate.
D     What is your ability to
      handle bulk e-mail data?
      Please elaborate on your
      volume ability.

E     Please indicate what data
      security measures are in
      place.
F     Please specify your
      backup access control
      measures on data and
      servers
G     Please specify access
      control measures on data
      and servers.

vi)     Imaging Capabilities (2 points)                                (8 POINTS)

A     Give a brief
      description of
      laser imaging
      equipment in
      respect of printing
      speed, volumes
      and type of laser
      imaging.
B     Describe your
      quality control
      process to ensure
      continuous high
      quality imaging.
C     Please supply
      details regarding
      your backup and
      redundancy
      capabilities.
D     Please supply
      details regarding
      your recovery
      capabilities.

                                                                                      14
vii)     Mail processing (2 points per line item)   (12 POINTS)

A      Give a brief
       description of mail
       processing
       equipment with
       specific reference
       to different
       methodologies,
       capacities and
       volumes.
B      Please describe
       your mailing insert
       capabilities with
       reference to form
       sizes and
       maximum inserts
       per envelope.
C      Please supply a
       brief description
       of your quality
       control processes.
D      Please describe
       in detail the
       process to ensure
       that multiple page
       statement are
       always collated
       and inserted
       correctly per
       consumer
E      Please describe
       how qualities are
       controlled i.e.
       number of
       statements
       printed equals
       number of
       statements
       posted
F      Please supply
       details regarding
       your disaster
       recovery
       capabilities

                                                                  15
viii)      South African post office (5 points)   (8 POINTS)

 A       Please describe
         the mail handling
         and sorting
         process to ensure
         that the customer
         receives the
         maximum rebate
         from the South
         African Post Office
 B       Please supply
         information
         regarding timeous
         delivery, checks
         and balances
         regarding posted
         mail and the
         method of invoicing
         i.e. SAPO direct to
         customer or via
         service provider.
 C       PAMSS certificate
         (renewed every six
         months)
 D       Programming -
         Extract data from
         PAMSS

 ix)        Disaster recovery (6 points)            (6 POINTS)

A Please describe
  your total disaster
  recovery and
  business resumption
  processes

                                                                 16
x)   Service Level Agreements (2 points per line item)

         Please describe how service Level Agreements will be applied in general and also
         with specific reference to:                                   (10 POINTS)

A Quality standards
B Turnaround times on
  fixed print to post jobs
C Turnaround times on
  urgent ad hoc print to
  post jobs and process
  of logging such jobs
  with reference to
  minimum lead times,
  min/max volumes,
  additional costs etc.
D Confidentiality,
  integrity and security
  of data and printed
  forms
E Applicable non-
  performance penalties

A BIDDER SCORING LESS THAN 85 POINTS OUT OF 100 FOR FUNCTIONALITY
WILL BE REGARDED AS SUBMITTING A NON-RESPONSIVE PROPOSAL AND WILL
BE DISQUALIFIED.

                                                                                      17
PRICE SCHEDULE
         COSTS OF PRINTING, SORTING AND

DESCRIPTION                                  ESTIMATED          UNIT OF         RATES        TOTAL EXCL. VAT
                                             QTY                MEASURE

Initial setup costs                                         1                   R            R
Change in setup                                             1                   R            R
Type setting                                                1                                R
Data cleansing (PAMMS certificate)                 6 monthly    X6              R            R
Laser pre-printing, perforating & storage       47,000 P/M      Per 1,000       R            R
Mailroom cost – A4 page Z folded to DL
Mailer & sorted (Postage excluded)              47,000 P/M      Per 1,000       R            R
Laser printing & formatting                     47,000 P/M      Per 1,000       R            R
PDF file of printed statements                  55,000 P/M      Per 1,000       R            R
                                             SUB-TOTAL EXCLUDING VAT                         R

         COSTS OF OTHER AD HOC PRINTING & MAILING:

         Printing of:

DESCRIPTION                                 ESTIMATED       UNIT OF
                                            QTY             MEASURE         RATES        TOTAL EXCL. VAT
Newsletter or notice in black & white on
one side (Size A5 single page)                     65,000   Per 1,000       R            R
Newsletter or notice in black & white on
one both sides (Size A5 single page)               65,000   Per 1,000       R            R
Newsletter or notice in black & white on
one side (Size A4 single page)                     65,000   Per 1,000       R            R
Newsletter or notice in black & white on
both sides (Size A4 single page)                   65,000   Per 1,000       R            R
Newsletter or notice in black & white on
one side (Size A3 page)                            65,000   Per 1,000       R            R

                                            SUB-TOTAL EXCLUDING VAT                      R

         Sending of statements, mailers & messages via

DESCRIPTION                                 UNIT OF MEASURE           RATES             TOTAL EXCL. VAT

Emails                                      Per 1,000                 R                 R
SMS                                         Per 1,000                 R                 R
MMS                                         Per 1,000                 R                 R
                                            SUB-TOTAL EXCLUDING VAT                     R

         Folding & inserting of newsletter or notice into DL Mailer

                                                                                                           18
DESCRIPTION                             UNIT OF MEASURE      RATES             TOTAL EXCL. VAT
Sizes A5                                Per 1,000            R                 R
Sizes A4                                Per 1,000            R                 R
Plastic sleeve for additional inserts   Per 1,000            R                 R
                                        SUB-TOTAL EXCLUDING VAT                R

                                        TOTAL BID PRICE EXCL. VAT              R

                                        15% OF VAT                             R

                                        TOTAL BID PRICE INCLUDING VAT R
                                        ANNUAL ESCALATION IN % FOR
                                                                               ________________%
                                        ALL ITEMS

       NB: THE QUANTITIES ABOVE ARE ESTIMATED SOLELY FOR EVALUATION PURPOSES.
       THIS WILL BE A RATES BASE CONTRACT.

       GENERAL NOTES:

           1. Printing to be done in four different colours plus black ink.

           2. Average quantities are shown in the pricing schedule.

           3. Email statements are currently sent out via the Solar system but also need to be priced as
              well as all other items in the pricing schedule.

           4. The quality of paper must preferably be 80 GSM paper.

           5. The above pricing must be fixed for a period of 1 year. Please indicate your proposed
              annual price escalation on the table above.

           6. Proof must be given that company has a license to distribute bulk accounts (postage).

           7. The successful bidder must provide a detailed breakdown of its prices, costs and fees
              calculated on a volume basis.

           8. The prices should be inclusive of Value-Added Tax where applicable.

           9. Postage is paid by City of the Mbombela directly to SAPO Bulk Mail.

                                                                                                      19
MBD 3.1

NOTE:          ONLY FIRM PRICES WILL BE ACCEPTED, NON-FIRM PRICES (INCLUDING
               PRICES SUBJECT TO RATES OF EXCHANGE VARIATIONS) WILL NOT BE
               CONSIDERED

               IN CASE WHERE DIFFERENT DELIVERY POINTS INFLUENCES THE PRICING,
                A SEPARATE PRICING SCHEDULE MUST BE SUBMITTED FOR EACH
                DELIVERY POINT

Name of bidder…………………….……………………………… Bid number:                                  300/2021

Closing Time 11:00 on 15 JUNE 2021

OFFER TO BE VALID FOR 90 DAYS FROM THE CLOSING DATE OF BID.

ITEM NO.    QTY                 DESCRIPTION                     BID PRICE IN RSA CURRENCY
(INCLUDING VAT)

-       Required by:                                     ……………………………………..

-       At:                                              ……………………………………..

-       Brand and model                                         ……………………………

-       Country of origin                                       ……………………………

-       Does offer comply with specification?                          *YES/NO

-       If not to specification, indicate deviation(s)          ……………………………

-       Period required for delivery                            ……………………………
                                                                *Delivery: Firm/not firm

-       Delivery basis (all delivery costs must be
        included in the bid price)                              ……………………………

Note: All delivery costs must be included in the bid price, for delivery at the prescribed
destination.
Any enquiries regarding the bidding procedure may be directed to –

Procurement enquiries                                    Technical information
Christopher Nkambule                    Or               Schalk Neethling
P.O Box 45                                               Tel: 013 759 2008
Mbombela
1200
Tel: 013 759 2358

                                                                                                  20
DECLARATION OF INTEREST

1.       No bid will be accepted from persons in the service of the state¹.
2.       Any person, having a kinship with persons in the service of the state, including a blood relationship,
         may make an offer or offers in terms of this invitation to bid. In view of possible allegations of
         favouritism, should the resulting bid, or part thereof, be awarded to persons connected with or related
         to persons in service of the state, it is required that the bidder or their authorised representative
         declare their position in relation to the evaluating/adjudicating authority.

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

         3.1 Full Name of bidder or his or her representative:………………………………

         3.2 Identity Number: ……………………………………………………………………

         3.3 Position occupied in the Company (director, trustee, hareholder²):…………

         3.4 Company Registration Number: …………………………………………………

         3.5Tax Reference Number:…………………………………………………………..

         3.6VAT Registration Number: ………………………………………………………

         3.7 The names of all directors / trustees / shareholders members, their individual identity
              Numbers and state employee numbers must be indicated in paragraph 4 below.

         3.8 Are you presently in the service of the state? ……………………..YES / NO

              3.8.1Ifyes, furnish particulars.….………………………………………………………

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

¹MSCM Regulations: “in the service of the state” means to be –
  (a) a member of –
      (i)   any municipal council;
      (ii)  any provincial legislature; or
      (iii) the national Assembly or the national Council of provinces;

     (b) a member of the board of directors of any municipal entity;
     (c) an official of any municipality or municipal entity;
     (d) an employee of any national or provincial department, national or provincial public entity or
         constitutional institution within the meaning of the Public Finance Management Act, 1999 (Act No.1 of
         1999);
     (e) a member of the accounting authority of any national or provincial public entity; or
     (f) an employee of Parliament or a provincial legislature.

     ² Shareholder” means a person who owns shares in the company and is actively involved in the
     management of the company or business and exercises control over the company.

         3.9Have you been in the service of the state for the past twelve months? ……YES / NO

                3.9.1If yes, furnish particulars.………………………...………………………………

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

         3.10 Do you have any relationship (family, friend, other) with persons
               in the service of the state and who may be involved with
               the evaluation and or adjudication of this bid?……………………………YES / NO

                                                                                                             21
3.10.1Ifyes, furnish particulars.

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

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

3.11 Are you, aware of any relationship (family, friend, other) between
       any other bidder and any persons in the service of the state who
       may be involved with the evaluation and or adjudication of this bid?..... YES / NO

       3.11.1Ifyes, furnish particulars

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

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

3.12 Are any of the company’s directors, trustees, managers,
       Principle shareholders or stakeholders in service of the state? YES / NO

       3.12.1 If yes, furnish particulars.

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

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

3.13 Are any spouse, child or parent of the company’s directors,
       trustees, managers, principle shareholders or stakeholders
       in service of the state? …………………………………………..YES / NO

       3.13.1Ifyes, furnish particulars.

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

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

3.14 Do you or any of the directors, trustees, managers,
      principle shareholders, or stakeholders of this company
      have any interest in any other related companies or
      business whether or not they are bidding for this contract. YES / NO

       3.14.1 If yes, furnish particulars:

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

    ……………………………………………………………………………..

                                                                                              22
4.   Full details of directors / trustees / members / shareholders.

                    Full Name                        Identity Number   State Employee
                                                                           Number

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

     ………………………………….                                           ………………………………………
     Capacity                                                 Name of Bidder

                                                                                        23
MBD 6.1

 PREFERENCE POINTS CLAIM FORM IN TERMS OF THE PREFERENTIAL PROCUREMENT
                            REGULATIONS 2017

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

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

1.          GENERAL CONDITIONS
1.1         The following preference point systems are applicable to all bids:
            -    the 80/20 system for requirements with a Rand value of up to R50 000 000 (all
                 applicable taxes included); and
            -    the 90/10 system for requirements with a Rand value above R50 000 000 (all
                 applicable taxes included).
1.2         The value of this bid is estimated to not exceed R50 000 000 (all applicable taxes
            included) and therefore the 80/20 preference point system shall be applicable.
1.3         Preference points for this bid shall be awarded for:
      (a)       Price; and
      (b)       B-BBEE Status Level of Contribution.
1.4         The maximum points for this bid are allocated as follows:
                                                                                  POINTS
            PRICE                                                       80
            B-BBEE STATUS LEVEL OF CONTRIBUTION                         20
            Total points for Price and B-BBEE must not exceed                       100

1.5         Failure on the part of a bidder to 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
            a sworn affidavit confirming annual turnover and level of black ownership in case of an
            EME and QSE together with the bid, will be interpreted to mean that preference points for
            B-BBEE status level of contribution are not claimed.
1.6         The purchaser reserves the right to require of a bidder, either before a bid is adjudicated
            or at any time subsequently, to substantiate any claim in regard to preferences, in any
            manner required by the purchaser.
2.          DEFINITIONS
      (a)       “all applicable taxes” includes value-added tax, pay as you earn, income tax,
                unemployment insurance fund contributions and skills development levies;
      (b)       “B-BBEE” means broad-based black economic empowerment as defined in section 1
                of the Broad-Based Black Economic Empowerment Act;
      (c)       “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;
                                                                                                    24
(d)   “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;
(e)   “Broad-Based Black Economic Empowerment Act” means the Broad-Based Black
      Economic Empowerment Act, 2003 (Act No. 53 of 2003) as amended by Act No 46 of
      2013;
(f)   “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;
(g)   “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;
(h)   “contract” means the agreement that results from the acceptance of a bid by an organ
      of state;
(i)   “EME” means an Exempted Micro Enterprise as defines by Codes of Good Practice
      issued in terms of section 9 (1) of the Broad-Based Black Economic Empowerment Act,
      2003 (Act No. 53 of 2003);
(j)   “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;
(k)   “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;
(l)   “non-firm prices” means all prices other than “firm” prices;
(m) “person” includes a juristic person;
(n)   “QSE” means a Qualifying Small Enterprise as defines by Codes of Good Practice
      issued in terms of section 9 (1) of the Broad-Based Black Economic Empowerment Act,
      2003 ( Act No. 53 of 2003);
(o)   “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;
(p)   “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 project in terms of the contract;
(q)   “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;

(r)   “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
(s)   “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.

                                                                                                 25
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

              Pt  P min                                     Pt  P min 
      Ps  801                     or               Ps  901          
                 P min                                          P min 
      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              Number of points             Number of points
            Contributor                     (90/10 system)                 (80/20 system)

                   1                              10                                20
                   2                               9                                18
                   3                               6                                14
                   4                              5                                 12
                   5                               4                                8
                   6                               3                                6
                   7                               2                                4
                   8                               1                                2
      Non-compliant contributor                    0                                0

                                                                                              26
5.2     A bidder who qualifies as an EME in terms of the B-BBEE Act must submit a sworn
        affidavit confirming Annual Total Revenue and Level of Black Ownership.
5.3     A Bidder other than EME or QSE 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.
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 the following:
7.      B-BBEE STATUS LEVEL                OF    CONTRIBUTION         CLAIMED       IN   TERMS      OF
        PARAGRAPHS 1.4 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 a sworn affidavit.
8.      SUB-CONTRACTING
8.1     Will any portion of the contract be sub-contracted?
        (Tick applicable box)

         YES           NO

8.1.1   If yes, indicate:
        i)    What percentage of the contract will be subcontracted............…………….…….…%
        ii)   The name of the sub-contractor…………………………………………………………..
        iii) The B-BBEE status level of the sub-contractor......................................……………..
        iv) Whether the sub-contractor is an EME.
            (Tick applicable box)
             YES         NO

                                                                                                     27
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   MUNICIPAL INFORMATION

      Municipality where business is situated: ….……………………………………………….
      Registered Account Number: ………………………….
      Stand Number:……………………………………………….

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

                                                                            28
9.9         I/we, the undersigned, who is / are duly authorised to do so on behalf of the
            company/firm, certify that the points claimed, based on the B-BBE status level of
            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
                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 BIDDERS(S)

      2.   …………………………………….                                 DATE:           …………………………………..
                                                           ADDRESS         …………………………………..
                                                                           …………………………………..
                                                                           …………………………………..

                                                                                                     29
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