RFP 20/2014 2014 PROVISION VISION OF ACCOMMODATIO COMMODATION N FOR THE OFFICE FICE OF THE TAX OMBUD UDS S COMPUL PULSORY ORY BRIE IEFING FING SESSION ON • Presented by Faradh Khan
Agenda Agenda Item Welcome and Introduction Procurement Presentation Tender Pack Mandatory Tender Returnable's Bid Evaluation / Adjudication Criteria Pricing Financial stability BEE requirements Technical Presentation Overview of the requirements • Questions and Answers?
Team Members Members Roles Zinogazi Ntsele Chair Person Simonie McMahon Technical evaluator Mduduzi Shabangu Technical evaluator Eric Mkhawane Technical evaluator Lynne Erasmus BEE Specialist Thabang Thinane Procurement Finance Shakira Noormohamed Business Finance Dan Van Ryneveld Business Finance Natasha Jones Corporate Legal Specialist Takalani Tshikunde Governance Aser Makgate Tender Office
Procu curem remen ent t Presen sentat tatio ion • Presented by Faradh Khan
Statutory Framework Constitution PFMA PPPF Act and Preferential Procurement Regulations B-BBEE Act (ICT Charter) Other prescripts Legislative Framework Standard for What Uniformity Uniform Procurement about? directives to three Local spheres of government National Accords Treasury IPAP guidelines Supply Chain Management NGP Guidelines CSDP Standard Bidding Documents NIPP Supply Chain Professional Body and Skills Practice Notes Development 4
National Developmental Plan – SA Vision 5
Tender Principles Public Procurement Cost Fairness Competitive Equitable Effectiveness Transparency PPPFA of 2011(Not Exempted) SARS 20/2014
SA Local Procurement Accords 1. Leveraging on Public procurement 6. Complementarities between Private Procurement and State Procurement 12.SD Opportunities and Social Economic Enterprises
Expected public procurement outcomes • Focus on big contracts for BBBEE • OEM localisation for companies that comply with BBBEE codes. Supplier • Develop local suppliers for the manufacturing of strategic items that are procured overseas. Development • Build capacity of the existing and future small enterprises. • Support local content initiatives • Develop and agree on local content targets • Preferential Monitor and report on local content targets, outputs and outcomes. • Build long term relationships with suppliers. Procurement • Build capacity for small enterprises through skills development. • Training and development , prioritising youth and women. Skills • Partnership with training institutions for practical training. • Continuous investment in sector skill s development Development • Regional Localise the manufacturing of material items used in that region where possible. • Build capacity and capability of regional suppliers. Economic • Enlist the support of Financial institutions to fund the small enterprises. • Direct investment in Special Economic Zones Development
TENDER INFORMATION • Tender documents is available on the SARS website http://www.sars.gov.za/Procurement/Pages/Published- Tenders.aspx OR • Compulsory briefing session on 20 October 2014 • Collected at the Brooklyn office until 26 October 2014 • Closing date to send queries is 31 October 2014 • Tender Closing date 11 November 2014 at 11h00 9
PURPOSE • SARS has been given a mandate to acquire accommodation for the Office of Tax Ombuds • This office will operate independently from SARS
SCOPE • To provision of office space and the fit- out of the space to accommodate the office of the tax ombuds (OTO) • The lease period may be for 5 years with an option to extend • SARS reserves the right to accept a quotation as a whole, partially or not at all; and • A lease agreement as well as a JBCC/development agreement will be signed between SARS & the winning bidder
IMMEDIATE DISQUALIFYING CRITERIA • Locality Map (Locality map of the proposed building or premises clearly indicating relationship to other amenities and traffic routes.) • Information / confirmation on the Suitability for OTO • Information of parking provided • State availability • Drawings included • Internal Fit out Professional Team
IMMEDIATE DISQUALIFYING CRITERIA • PHASE A: • Locality Map Indicate proximity to commercial, banking, public transport & routes ( please stipulate distances) . • Information/Confirmation on suitability to the OTO Zoning of premise (G1 office space); Minimum floor space of 1,000 m ² with dedicated ablution facilities; Vertical movements; and Parking bays. 13
IMMEDIATE DISQUALIFYING CRITERIA • Availability Beneficial Occupation 12 th January 2014. • Drawings included Provide a set of CAD drawings of proposed building/s. PHASE B: Internal Fit-out - Professional Team Detailed Project Plan for the execution of fit-out; detailed proposal of professional teams; and practical completion date of project. 14
PREQUALIFYING CRITERIA • An original valid Tax Clearance Certificate; • All SBD documents, completed as instructed; • SARS Oaths of Secrecy signed by each member of the Bidder’s Bid team in the presence of a Commissioner of Oaths; • Ensure all relevant Annexures are completed and/or signed; • Submit a valid SANAS accredited BEE certificate.
EVALUATION & ADJUDICATION PROCESS Technical Evaluation Weighting 100 Pricing As per the Section 6 & 7 of this document, titled “Schedule of Quantities”. Weighting 90 BEE Compliance Conformance of the service provider to the PPPFA Weighting 10 NB: The minimum technical pre-requisite is 75 % No. Description of criteria Points 1 Required suburb 20 2 Security aspects of the property 10 3 OSHACT compliance 20 4 Transport network in the vicinity 10 5 Size 10 6 Parking 10 7 Physical site and building assessment 20
Prici cing ng secti tion on • Presented by Faradh Khan
LEASE OFFER Offices Stores Covered Shaded Open Parking Parking Parking Gross rental of R R lettable area at m² m² lease commencement Grading of Office Space (according to the SAPOA definitions of office building grades) No of Parking bays Bays Bays Bays Rental per m² per R R R R R month or rental per parking bay per month at lease commencement. Total Rental per R R R R R month (indicated as Gross) VAT per month R R R Total per month R R R Annual escalation % % % Rate 18
PRICING Provision of Office Space and the fit-out to PRICING TEMPLATE: accommodate the Ombudsman Tax office Tender Number RFP20/2014 Bidder Name: COST OVER 9 YEAR PERIOD Annual Escalation Capacity Current space Rate /m² Monthly Fee Year 1 Year 2 Year 3 Year 4 Year 5 Year 6 Year 7 Year 8 Year 9 Total Rental Office Space R 0.00 R 0.00 R 0.00 R 0.00 R 0.00 R 0.00 R 0.00 R 0.00 R 0.00 R 0.00 R 0.0 Parking Bays R 0.00 R 0.00 R 0.00 R 0.00 R 0.00 R 0.00 R 0.00 R 0.00 R 0.00 R 0.00 R 0.0 Operating Costs R 0.00 R 0.00 R 0.00 R 0.00 R 0.00 R 0.00 R 0.00 R 0.00 R 0.00 R 0.0 Sub total R 0.00 R 0.00 R 0.00 R 0.00 R 0.00 R 0.00 R 0.00 R 0.00 R 0.00 R 0.0 VAT R 0.00 R 0.00 R 0.00 R 0.00 R 0.00 R 0.00 R 0.00 R 0.00 R 0.00 R 0.0 Total R 0.00 R 0.00 R 0.00 R 0.00 R 0.00 R 0.00 R 0.00 R 0.00 R 0.00 R 0.0 Cost of Rate /m² over contract term (9 years) Rental Office Space R 0.00 R 0.00 R 0.00 R 0.00 R 0.00 R 0.00 R 0.00 R 0.00 R 0.00 Parking Bays R 0.00 R 0.00 R 0.00 R 0.00 R 0.00 R 0.00 R 0.00 R 0.00 R 0.00 19
Finan anci cial l Stabil ilit ity secti tion on • Presented by Faradh Khan
FINANCIAL ANALYSIS FINANCIAL STABILITY: The bidder is expected to submit Reviewed or audited Financial statements for the past 3 (three) financial years which should include amongst others the following documents: • Statement of financial position; • Statement of financial performance; and • Cash-flow statement; and Notes 21
B-BB BBEE E secti tion on • Presented by Faradh Khan
SARS BBBEE REQUIREMENTS Classification Turn Over Submission Requirement Exempted Micro Enterprise (EME) Below R5 million p.a Certified Copy of BBBEE Rating Certificate from a SANAS Accredited rating agency or a Registered Auditor approved by IRBA or a letter from an Accounting Officer as contemplated in the CCA Qualifying Small Enterprise (QSE) Between R5 million and Certified Copy of BBBEE Rating Certificate R35 million p.a from a SANAS Accredited rating agency or a Registered Auditor approved by IRBA Large Entity (LE) Above R35 million p.a Certified Copy of BBBEE Rating Certificate from a SANAS Accredited rating agency or a Registered Auditor approved by IRBA Joint Ventures and Consortiums (JV's collectively) Incorporated JV's must submit the B-BBEE status of the entity. Unincorporated JV's must submit a consolidated B-BBEE scorecard as if they were a group structure for every separate tender. 23
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