TENDER FORM AND DECLARATION

Transcription

1 TENDER FORM AND DECLARATION TENDER NO TENDER FOR THE PROVISION OF A CUSTOMER RELATION MANAGEMENT (CRM) SOLUTION DECLARATION: To: The National Regulator for Compulsory Specifications I/We, the undersigned: (a) (b) (c) (d) (e) (f) (g) Tender to supply and deliver to the NRCS all of the services described both in this and the other forms and schedules to this tender. Agree that we will be bound by the specifications, prices, terms, conditions and proposals stipulated in the schedules attached to this tender document, regarding delivery and execution. Further agree to be bound by the conditions set out should this tender be accepted. Confirm that this tender may only be accepted by the NRCS by way of a duly authorised Letter of Acceptance. Declare that we are fully acquainted with the schedules and the contents thereof. Declare that, each page of the tender document and amendments thereto will be initialed by the relevant authorised person in order for the document to constitute a proper contract between the NRCS and the undersigned, on acceptance of the tender by the NRCS. Declare that I have no participation in any collusive practices with any tenderer or any other person regarding this tender. Signed at. on this. day of Signature of Tenderer.. Name of Tender.. Page : 1

2 As Witnesses: 1. Signature Name in full I.D. No 2. Signature..Name in full I.D. No.. Domicilium address:..... PLEASE NOTE: Where the Tenderer is a Company, Corporation or Firm a duly authorised resolution must accompany the tender. Each page of the tender document and schedules thereto must be initialed by the relevant authorised person in order for the document to constitute a proper contract between the NRCS and the Tenderer. On acceptance of the tender by the NRCS, the forms and schedules attached hereto shall be deemed to be the Conditions of Contract between the parties. Failure to complete all blank spaces in the forms and to attend to the other details mentioned therein may render the tender liable to rejection, (Fill NA where no information to be filled ) Page : 2

3 DETAILS OF TENDERER 1 FULL NAMES 2 COMPANY/ENTERPRISE REGISTRATION NO. OR ID NO. 3 POSTAL ADDRESS 4 PHYSICAL ADDRESS 5 TELEPHONE NO. 6 CELL NO. OF CONTACT PERSON 7 FAX NO. 8 ADDRESS 9 CONTACT PERSON 10 VAT REGISTRATION NO. Page : 3

4 THE BID WCBD 1 1 I/We hereby bid to supply all or any of the supplies and/or to render all or any of the services described in the attached documents to the Department on the terms and conditions and in accordance with the specifications stipulated in the bid documents (and which shall be taken as part of, and incorporated into, this bid) at the prices and on the terms regarding time for delivery and/or execution inserted therein. 2 I/We agree that: - (a) the offer herein shall remain binding upon me/us and open for acceptance by the Department during the validity period indicated and calculated from the closing hour and date of the bid, unless otherwise agreed to in writing; (b) (c) (d) (e) this bid and its acceptance shall be subject to the relevant laws and regulations, as amended from time to time, the important conditions at the end of this document and the Preference Certificate (if attached), with all of which I am/we are fully acquainted; If I/we withdraw my/our bid within the period for which I/we have agreed that the bid shall remain open for acceptance, or fail to fulfil the contract when called upon to do so, the Department may, without prejudice to its other rights, agree to the withdrawal of my/our bid or cancel the contract that may have been entered into between me/us and the Department and I/we will then pay to the Department any additional expense incurred by the Department having either to accept any less favourable bid or, if fresh bids have to be invited, the additional expenditure incurred by the invitation of fresh bids and by the subsequent acceptance of any less favourable bid; the Department shall also have the right to recover such additional expenditure by set-off against moneys which may be due or become due to me/us under this or any other bid or against any guarantee or deposit that may have been furnished by me/us or on my/our behalf for the due fulfilment of this or any other bid or contract and pending the ascertainment of the amount of such additional expenditure to retain such moneys, guarantee or deposit as security for any loss the Department may sustain by reason of my/our default; if my/our bid is accepted the contract will be concluded on signature of the letter of acceptance; the law of the Republic of South Africa shall govern the contract created by the acceptance of my/our bid and I/we choose domicilium citandi et executandi (should be a full street address where service of documents will be accepted) in the Republic at : 3 I/We furthermore confirm that I/we have satisfied myself/ourselves as to the correctness and validity of my/our bid; that the price(s) and rate(s) quoted cover all the work/item(s) specified in the bid documents and that the price(s) and rate(s) cover all my/our obligations under a resulting contract and that I/we accept that any mistakes regarding price(s) and calculations will be at my/our risk. 4 I/we hereby accept full responsibility for the proper execution and fulfilment of all obligations and conditions devolving on me/us under this agreement as the Principal(s) liable for the due fulfilment of this contract. 5 Notwithstanding any Sub-Contracting, Co-Contracting or Joint Venture entered into, I/we agree that any action arising from this contract may in all respects be instituted against me/us and I/we hereby undertake to satisfy fully any sentence or judgement which may be pronounced against me/us as a result of such action. 6 I/We declare that I/we have participation*/no participation* in the submission of any other offer for the supplies/services described in the attached documents. If in the affirmative, state name(s) of tenderer(s) involved: * Delete whichever not applicable) THE FOLLOWING PARTICULARS MUST BE FURNISHED (FAILURE TO DO SO MAY RESULT IN YOUR BID BEING DISQUALIFIED) Page : 4

5 NAME OF BIDDER POSTAL ADDRESS STREET ADDRESS TELEPHONE NUMBER CELLPHONE NUMBER FACSIMILE NUMBER VAT REGISTRATION NUMBER. CODE NUMBER.. CODE.NUMBER HAS A TAX CLEARANCE CERTIFICATE BEEN SUBMITTED (WCBD 2)? ARE YOU THE ACCREDITED REPRESENTATIVE IN SOUTH AFRICA FOR THE GOODS/SERVICES OFFERED BY YOU? YES/NO YES/NO (IF YES ENCLOSE PROOF) SIGNATURE OF BIDDER DATE.... CAPACITY UNDER WHICH THIS BID IS SIGNED TOTAL BID PRICE TOTAL NUMBER OF ITEMS OFFERED Page : 5

6 WCBD 2 TAX CLEARANCE REQUIREMENTS IT IS A CONDITION OF THAT 1. The taxes of the successful bidder must be in order, or that satisfactory arrangements have been made with the Receiver of Revenue to meet his / her tax obligations. 2. The attached form Application for Tax Clearance Certificate (in respect of bidders) must be completed in all respects and submitted to the Receiver of Revenue where the bidder is registered for tax purposes. The Receiver of Revenue will then furnish the bidder with a Tax Clearance Certificate that will be valid for a period of six (6) months from date of issue. The Tax Clearance Certificate must be submitted in the original together with the bid. Failure to submit the valid original Tax Clearance Certificate at the closing time of the bid may invalidate the bid. 3. In the bids where Consortia / Joint Ventures / Sub-contractors are involved each party must submit a separate Tax Clearance Certificate. Copies of the Application for the Tax Clearance Certificates are available at any Receiver s Office. WCDB 2 / Application for Tax Certificate Page : 6

7 APPLICATION FOR TAX CLEARANCE CERTIFICATE (in respect of Bidders) 1. Name of taxpayer / bidder: 2. Trade name: 3. Identification Number: 4. Company / Close Corporation registration number: 5. Income Tax Reference number: 6. VAT registration number (if applicable): 7. PAYE employer s registration number (if applicable): Signature of contract person requiring Tax Clearance Certificate:.. Name:. Telephone number: Code: Number:. Address:... DATE: 20 / / PLEASE NOTE THAT THE COMMISSIONER FOR THE SOUTH AFRICAN REVENUE SERVICE (SARS) WILL NOT EXERCISE HIS DISCRETIONARY POWERS IN FAVOUR OF ANY PERSON WITH REGARD TO ANY INTEREST, PENALITIES AND/OR ADDITIONAL TAX LEVIABLE DUE TO THE LATE- OR UNDERPAYMENT OF TAXES, DUTIES OR LEVIES OR THE RENDITION RETURNS BY ANY PERSON AS A SRESULT OF ANY SYSTEM NOT BEING YEAR 2000 COMPLAINT [WCBD 2] Page : 7

8 WCBD 3.1 PRICING SCHEDULE FIRM PRICES (PURCHASES) FOR THE PURPOSE OF THIS DOCUMENT FIRM PRICES ARE DEFINED AS FIXED PRICES NOT SUBJECT TO ANY ADJUSTMENTS Name of bidder Bid number... Closing Time 11:00 on.. OFFER TO BE VALID FOR DAYS FROM THE CLOSING DATE OF BID. ITEM QUANTITY DESCRIPTION BID PRICE IN RSA CURRENCY NO. (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. *Delete if not applicable Page : 8

9 PRICING SCHEDULE NON-FIRM PRICES (PURCHASES) WCBD 3.2 FOR THE PURPOSE OF THIS DOCUMENTS NON-FIRM PRICES ARE DEFINED AS FIXED PRICES THAT ARE SUBJECT TO ADJUSTMENTS DUE TO ECONOMIC CONDITIONS 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 on.. OFFER TO BE VALID FOR DAYS FROM THE CLOSING DATE OF BID ITEM QUANTITY DESCRIPTION BID PRICE IN RSA CURRENCY NO. (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 *Delete if not applicable Page : 9

10 2 WCBD 3.2 PRICE ADJUSTMENTS A INFLATION AND STATUTORY VARIATIONS 1. IN THIS CATEGORY PRICE VARIATIONS WILL ONLY BE CONSIDERED IN TERMS OF THE FOLLOWING FORMULA: R1t R2t R3t Rnt Pa =... + R1o R2o R3o Rno ( 1 V ) Pt D1 + D2 + D3 + Dn VPt 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 WAS USED TO CALCULATE THE 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 : 10

11 3 WCBD 3.2 B 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 CURRENCY REMITTED 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 : 11

12 PRICING SCHEDULE (Professional Services) WCBD 3.3 NAME OF BIDDER: BID NO.: CLOSING TIME 11:00 ON OFFER TO BE VALID FOR DAYS FROM THE CLOSING DATE OF BID. ITEM DESCRIPTION BID PRICE IN RSA CURRENCY NO INCLUSIVE OF VALUE ADDED TAX 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 VAT for the project. R PERSONS WHO WILL BE INVOLVED IN THE PROJECT AND RATES APPLICABLE (CERTIFIED INVOICES MUST BE RENDERED IN TERMS HEREOF) 4. PERSON AND POSITION HOURLY RATE DAILY RATE R R R R R PHASES ACCORDING TO WHICH THE PROJECT WILL BE COMPLETED, COST PER PHASE AND MAN-DAYS TO BE SPENT R days R days R days R days 5.1 Travel expenses (specify, for example rate/km and total km, class of airtravel, 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. Page : 12

13 -2- Bid No.: Name of Bidder:. 5.2 Other expenses, for example accommodation (specify, eg. 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?. 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..... Any enquiries regarding bidding procedures may be directed to the (INSERT NAME AND ADDRESS OF DEPARTMENT/ENTITY) Tel: Or for technical information (INSERT NAME OF CONTACT PERSON) Tel: Page : 13

14 WCBD 4 DECLARATION OF INTEREST 1. Any legal person, including persons employed by the principal, or persons having a kinship with persons employed by the principal, 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 employed by the principal, 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 and/or take an oath declaring his/her interest, where- - the bidder is employed by the principal; 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 Are you or any person connected with the bidder, employed by the principal? YES / NO If so, state particulars. 2.2 Do you, or any person connected with the bidder, have any relationship (family, friend, other) with a person employed by the principal and who may be involved with the evaluation and or adjudication of this bid? YES / NO If so, state particulars. 2/. 2.3 Are you, or any person connected Page : 14

15 -2- with the bidder, aware of any relationship (family, friend, other) between the bidder and any person employed by the principal who may be involved with the evaluation and or adjudication of this bid? YES/NO If so, state particulars.. DECLARATION I, THE UNDERSIGNED (NAME) CERTIFY THAT THE INFORMATION FURNISHED IN PARAGRAPHS 2.1 TO ABOVE IS CORRECT. I ACCEPT THAT THE PRINCIPAL MAY ACT AGAINST ME IN TERMS OF PARAGRAPH 23 OF THE GENERAL CONDITIONS OF CONTRACT SHOULD THIS DECLARATION PROVE TO BE FALSE... Signature.. Date. Position. Name of bidder Page : 15

16 WCBD 7.1 CONTRACT FORM - PURCHASE OF GOODS THIS FORM MUST BE FILLED IN DUPLICATE BY BOTH THE SUCCESSFUL BIDDER (PART 1) AND 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 SUCCESSFUL BIDDER) 1. I hereby agree to supply all or any of the goods and/or works under the requirements and specifications stipulated in bid number.... at the price/s quoted. 2. The following documents shall be deemed to form and be read and construed as part of this agreement: (i) (ii) (iii) Bidding documents, viz - Invitation to bid - Tax clearance certificate - Pricing schedule(s) - Technical Specification(s) - Preference Certificates in terms of the Preferential Procurement Regulations Declaration of interest - Special Conditions of Contract; General Conditions of Contract; and Other (specify) 3. 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. 4. I declare that I have no participation in any collusive practices with any bidder or any other person regarding this or any other bid/contract. 5. I confirm that I am duly authorised to sign this contract. NAME (PRINT) CAPACITY SIGNATURE NAME OF FIRM DATE..... WITNESSES DATE:. Page : 16

17 2 WCBD 7.1 CONTRACT FORM - PURCHASE OF GOODS PART 2 (TO BE FILLED IN BY THE PURCHASER) 1. I. in my capacity as..... accept your bid under reference number dated for the supply of goods 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 INCL) (VAT BRAND DELIVERY PERIOD POINTS CLAIMED FOR HDI S POINTS CLAIMED FOR RDP GOALS 4. I confirm that I am duly authorised to sign this contract. SIGNED AT ON.. NAME (PRINT) SIGNATURE.. OFFICIAL STAMP WITNESSES DATE. Page : 17