APPOINTMENT OF A PROFESSIONAL SERVICE PROVIDER TO ASSIST ON THE COMPILATION OF THE ANNUAL REPORT

Author: Zanele
Date posted: 2017-11-06
Bid Number: ERW201711/021
Description:

Accredited, experienced and registered service providers are hereby invited for the appointment of a professional service provider to assist on the compilation of the 2016/2017 annual report

Scope of works:

Background:

Every municipality and every municipal entity must for each financial year prepare an annual report in accordance with chapter 12 of the MFMA. The council of a municipality must within nine months after the end of a financial year deal with the annual report of the municipality and of any municipal entity under the municipality’s sole or shared control in accordance with section 129.

Deliverables:

NO.

DESCRIPTION

ESTIMATED HOURS

HOURS OFFERED BY BIDDER (BLENDED*)

RATE PER HOUR (BLENDED RATE*)

AMOUNT EXCL VAT

1.

Assist with the preparation of the Annual Report for 2016/17 as per the National Treasury Annual Report  Template

80 - 100 hours

R

R

2.

Additional services on supporting information required related to the preparation and finalization the Annual Report

-

-

R

R

SUB-TOTAL

R

R

VAT

R

R

TOTAL

R

R

*The rate and hours specified must be the blended rate containing the weightings between the hours spent by the senior chartered accountant and the junior chartered accountant.

Award of bid:

ERWAT reserves the right to accept any bid or part thereof, to award the bid to more than one bidder and does not bind itself to accept the lowest or any bid and not to consider any bid not suitably endorsed or comprehensively completed. 

Mandatory requirement:

Bidders are required to be registered with SAICA.

FAILURE TO SUBMIT PROOF HEREOF WILL RENDER YOUR BID INVALID.

Evaluation criteria:

Functionality

CRITERION

CRITERION DETAILS

POINTS

SCORE

Company Experience

Average number of relevant years’ experience with compilation of an annual report in line with the MFMA requirements.  Completion certificates or letters of recommendation:

·         None submitted, uncontactable or denied references         = 0

·         1 - 2 letters                                                       = 12.5 points

·         2 - 3 letters                                                       = 25 points

·         4 – 5 letters                                                       = 37.5 points

·         6 or more letters                                                            = 50 points 

50

Staff Experience

Support Staff Complement SAICA Registered Chartered Accountants (Proof in the form of C.V. and letters of testimony to be attached). It must be clearly stated which staff member must be assessed as the Senior Chartered Accountant and which should be evaluated as the Junior Chartered Accountant. Failure to supply this information will result in the Chartered Accountant with the highest number of years’ experience being deemed the senior chartered accountant)

Senior Chartered accountant

·         Less than 3 years or none submitted        = 0

·         4 - 5 years                                = 8

·         6 - 7 years                                = 16

·         7 - 8 years and more                  = 25

Junior Chartered Accountant:

·         Less than 2 years or none submitted        = 0

·         2 – 3 years                                = 8

·         4 - 5 years                                = 16

·         6 years and more                                   = 25

50

TOTAL

Bidder must score a minimum of 75 points to be considered for further evaluation

100

Preference points system (PPS) as included in the Preferential Procurement Policy Framework Act, Regulations of 2017:

PPS

Contract value

Formula

Additional Considerations

80/20

Equal to or above R 30 000.00 and up to R 200 000

Ps = 80(1-(Pt-P min/P))

Where

Ps = Points scored for price of bid under consideration.

Pt = Rand value of bid under consideration.

P min = Rand value of lowest acceptable bid.

·         Bidders may be subjected to a pre-compliance stage and functionality scoring and only bidders who score the stipulate minimum points will be illegible to proceed to PPPFA evaluation.

·         Maximum of 20 points may be awarded for BEE level.  Bidders are required to tick the relevant box in the table below to claim their points according to their BEE level.

·         Above points must be added to points scored for price.

·         Only bidder scoring the highest points will be selected for award.

B-BBEE Status Level of Contributor

Number of points

(80/20 system)

Kindly tick the applicable level and points

1

20

2

18

3

14

4

12

5

8

6

6

7

4

8

2

Non-compliant contributor

0

 

 

Bid closing date: 2017-11-13
Compulsory site meeting: N/A

Contact Person:

Johan Engelbrecht
Contact number: 011 929 7000 / 7043
E-mail address:
Bid validity period: 07 Days
Physical address
where bid documents
can be collected:
ERWAT Head Office,
Hartebeestfontein Office Park,
R25, Norkem Park.
Day when Quotation is to be submitted to ERWAT Offices: Monday
 

 

QUOTATION REQUIREMENTS

Work offered that DO NOT comply with the specifications will not be evaluated. The successful bidder must register on National Treasury’s Centralised Supplier Database.

PLEASE NOTE THAT FAILURE TO MEET ANY OR ALL OF THESE REQUIREMENTS WILL LEAD TO DISQUALIFICATION

  • Valid Certified copy or original BBBEE Compliance Certificate;
  • Valid Tax Clearance Pin issued by SARS on e-filing;
  • Copy of Latest Municipal Account (not older than three months from date of closing);
  • Declaration of Interest – MBD 4.2

NB: Bidders will not be allowed on any of the ERWAT sites without a work permit and the correct PPE gear.

GENERAL NOTES:

  • Request for Quotations must be submitted electronically to the following e-mail address: rfq@erwat.co.za
  • ERWAT reserves the right to not accept the lowest bid, to award the quote to more than one bidder, to award the quote in part or to not award it at all and bidders will have no claim of any kind in this regard.
  • The subject line must only contain the RFQ number and description, quotations that do not follow these conventions will not be considered.
  • Quotations that are not received on the specific date and time, will be marked as late responses and such quotations will, in terms of the Supply Chain Management Policy of ERWAT, not be considered by ERWAT as valid