1 August 2018 RFQ No11543 REQUEST FOR QUOTATION (RFQ)

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1 1 August 2018 RFQ No11543 REQUEST FOR QUOTATION (RFQ) RFQ Description : Server Operating Systems Upgrade Closing Date and Time : 08 August 2018 Briefing Session Date and Time Site Inspection : N/A : N/A SECTION 1: INSTRUCTIONS TO BIDDERS 1.1 Background of RFQ document Sasria SOC Limited ( Sasria ) hereby request quotations from suitably qualified suppliers to provide Server Operating Systems Upgrade service. Sasria SOC Ltd (Sasria) is a short-term insurance company specialising in providing cover as a result of political and non-political acts (such as terrorism, riots, strikes and public disorder). Sasria has been in existence since 1979, and up to now its business model as well as the company s unchallenged position has ensured that Sasria remains in business with little change and significant challenges. Over the years, the role of Sasria has been evolving from political risk to non-political special risks covers. In this dynamic short-term insurance market, Sasria has to continuously prove and justify its relevance. Although Sasria has been profitable over the years through the existing business model, there is great need to optimise this in order to grow revenue as well as profit margins. The Government of the Republic of South Africa, and specifically the National Treasury through the Minister of Finance, is the sole shareholder of Sasria. As such, the company has to comply with a number of legal and regulatory requirements. 1.2 Late bids Quotations which are submitted after the closing date and time will not be accepted.1.3 Clarification and Communication Bidders may only communicate on this RFQ in writing and for the purpose of additional information which is not clarified in the specifications. All enquiries should be addressed using the address procurement@sasria.co.za and the RFQ number and description must be on the subject line for ease of reference Request for clarity or information on the RFQ may only be requested until 07August 2018 Any responses to queries or for clarity sought by a bidder will also be sent to all the other entities which have responded to the RFQ.

2 1.3.3 Bidders may not contact any Sasria employee on this RFQ other than the Procurement office. Contact will only be allowed between the successful bidder and Sasria Business Unit representative/s after the approval to award this RFQ Bidders may be requested to demonstrate functionality and capabilities on services requested. Contact with business unit will also only be permissible in the case of pre-existing commercial relations, which do not pertain to the subject of this RFQ. 1.4 Non-Compulsory/Compulsory Briefing/Site Inspection Session A briefing/site inspection session will not be held for this RFQ. Any queries or requests for clarity must be addressed as per paragraph above. 1.5 Disclaimers It must be noted that Sasria may: i) Negotiate with all or some of the shortlisted bidders; ii) Award the RFQ to a bidder other than the highest scoring bidder where objective criteria allow; and/or iii) Cancel this RFQ. 1.6 General a) The validity period of received quotations will be for a period of 90 days. b) Any information Sasria received from other quoting entities will not be disclosed without prior written consent from the bidder concerned. c) Sasria will pay 30 days after the receipt of an undisputed invoice. d) Where Sasria will hold a compulsory briefing session, the entities which intend to submit quotes must ensure that they have signed an attendance register for such a briefing session. e) Responses must be returned strictly in accordance with this RFQ document. f) Scoring of received bids will be in line with the Preferential Procurement Policy Framework Act. SECTION 2: SPECIFICATION AND EVALUATION CRITERIA 2.1 Specification requirements

3 Objectives The organization seeks to upgrade all our Microsoft server operating systems to the latest versions. Sasria requires a service provider that will provide the server upgrade service including support for a period of 1 year. 2.2 Minimum requirements Sasria is hereby inviting service providers to send a proposal to upgrade all our Cluster servers and Virtual machines to latest versions of Microsoft. The server upgrade must be aligned to Sasria s strategic objectives, which are, Customer Centricity, Innovation, Efficiency, and Sustainability, Capital management, People strategy and Social Impact. The chosen service provider must have proven detailed knowledge and experience in Microsoft server products and technical experts (MCSE qualified) to provide this service. Transfer of knowledge to in-house IT Department during Implementation of Project Some critical information about Sasria technology are Sasria currently uses Microsoft 2008 SQL, 2008 R2, 2012 Datacentre. We currently need the latest versions of Microsoft, be it Server 2016, SQL 2016 etc... We are soon migrating to Office 365. We use Microsoft Hyper V. We have 3 Clusters and 25 Roles on Hyper V. All our Servers are HP Generation models. We have various systems and applications hosted on some of these servers. We will be implementing SCCM Tool soon. Current Cluster Overview of our Environment. Number of Cluster nodes (3) All 3 Clusters on Windows Server 2012 Datacenter X64Bit Total Number of roles(25) Cluster 1 (3 Roles) All Roles running Windows server 2008 R@ Standard Cluster 2(4 Roles) 3 roles running Server 2008 R2 Standard and 1 role on Server 2012 Standard Cluster 3(18 Roles) 11 roles on Server 2008 R2 standard and 7 roles on Server 2012 Standard Storage 1. Cluster 1(3 Volumes) = 6TB 2. Cluster 2(1 Volume) = 1.79TB 3. Cluster 3(2 Volumes) = 6TB Networks 3 Networks(DMZ,Sasria and Heartbeat) 2.3 Documentation Required

4 The following documentation and information are required: Certificate of Incorporation; Valid SARS Tax Clearance Certificate (Submit SARS Online PIN number for verification); Valid BEE Verification Certificate; and To be registered on the National Treasury Centralized Supplier Database (CSD) - report. 2.4 Important dates STEP No. DESCRIPTION DUE DATE 1 Release of RFQ 01 August Query window period August Closing date for submission of RFQ 08 August :00PM 2.5 Submission Format The quotation and all written material and attachments must be submitted in English. All price values must be stated in South African Rand values Bidders are required to submit their Quotations electronically to Procurement Services Office at address (procurement@sasria.co.za) The RFQ documents must be signed and completed by the authorized person acting on behalf of the bidding entity. The bottom of each page of the RFQ response documents must be signed or stamped with the bidder s stamp as proof that the bidder has read the RFQ documents and accepts the terms and conditions stipulated. 2.6 Qualification Only Bidders who have submitted compliant quotations will be included in the evaluation process. 2.7 Bids above R All bids equal to thirty thousand rand and above will be assessed on cost and BBBEE level. 2.8 Evaluation The purpose of the RFQ is to obtain a complete set of salient information pertaining to the bidding parties. The quotations will accordingly be used to evaluate whether, at Sasria s discretion, an interested party qualifies to proceed to the next phases of this procurement

5 process. All bidding parties will be advised in writing of Sasria s decision, which will be final. No correspondence will be entered into pertaining to the evaluation process, the decisions taken and reasons thereof. Stage 1 Evaluation The evaluation during this stage is to ensure that all required documentation are received and duly completed and that all statutory requirements are complied with. During this stage, all bidders that did not achieve the above requirements on documentation required are disqualified. Stage 2 Evaluation The evaluation during this stage is based on technical criteria (Functionality). Only bidders achieving a minimum score of 70% will be evaluated further in the next stage. The criteria is set out below:

6 Criteria Description Experience in providing Server Upgrade Deployment and Support % Weighting 35 More than 10 years (35 points allocated) 5 to 9 years (20 points allocated) 1 to 4 years (10 points allocated) Cost Proposal 20 Provide detailed cost breakdown per deliverable and the overall execution of the project (20 points allocated) No detailed cost breakdown per deliverable and the overall execution of the project (0 points allocated) Detailed project plan and key milestones delivery dates 25 Bidders will be scored on: Key milestones delivery dates (breakdown structure) (25 points allocated) No delivery dates (0 points allocated) Approach and steps to undertake the project (10 points allocated) No steps to undertake project indicated (0 points allocated) Ability of the service provider to deliver the requested service, proven track record in a form of references letters (20 points allocated) 2 letters (12 points allocated) 1 letter ( 8 points allocated) Total 100

7 Stage 3 Evaluation Bidders that achieved a minimum score of 70% in stage 2 (technical criteria) will progress to this stage (stage 3) and will be evaluated in accordance with the Preferential Procurement Policy Framework method based on Price and BBBEE contributor level. Points will be calculated on an 80/20 method as stipulated below: B-BBEE Status Level of Contributor Number of points (80/20 system) Non-compliant contributor 0 2 Price/ Fee structure including VAT 80 Please Note: Sasria reserves the right at its sole discretion, and at any time, to amend, deviate from, postpone, discontinue or terminate the transaction/procurement process without incurring any liability whatsoever to any other party. No commitment of any kind, contractual or otherwise shall exist unless and until a formal written agreement or purchase order has been executed by or on behalf of Sasria. Any notification of appointment or preferred service provider status by Sasria shall not give rise to any enforceable rights by the service provider. Sasria may cancel this RFQ any time prior to a formal written agreement or purchase order being executed by or on behalf of Sasria.