14 ENQUIRIES
Mr J Mkosana
Nelson Mandela Bay Metropolitan Municipality
Email: jmkosana@mandelametro.gov.za and phowes@mandelametro.gov.za
Tel: 041 - 506 5464
Fax: 041 – 585 7261
13th Floor
Brister House
Govan Mbeki Avenue
Port Elizabeth
6001
“Annexure A”
Functionality Criteria Score Sheet – to be included in proposal, and completed where applicable. Mark as Annexure A. Applicant to note the numbering of returnable annexures as described in this table.
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CRITERIA
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Potential Score
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Applicant Score (for administrative use only)
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1
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Eco-tourism operating experience:
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The Applicant has more than five (5) year’s experience in operating an ecotourism facility or establishment.
Yes/No
Proof of this statement if the answer is Yes is to be attached marked “F”
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10
10
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2
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Project conceptualisation: Spatial plan and aesthetics:
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Quality of conceptual site layout plan indicating overall spatial concept (conceptual site layout plan to be annexed marked “G”)
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Level of integration with environment and existing surroundings (as indicated in the conceptual site layout plan)
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Quality of architectural language deleted 3d (annexed marked “H”)
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Appropriateness of proposed facilities within the context of the RFP
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25
10
5
5
5
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3
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Operating model and environmental issues:
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Proposal indicates acceptable tourism and hospitality industry practices
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Proposed development takes cognizance of environmental considerations as alluded to in the RFP
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Overall proposal indicates an understanding of the environmental issues relevant to the management and maintenance of the nature reserve and facilities to be situated thereat
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15
5
5
5
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4
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Market Assessment: Financial viability and sustainability:
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Proposal indicates an understanding of the tourism potential and profile in the NMBMM
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Proposal clearly indicates the tourism target market segment for the proposed development and nature reserve
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Budgeted income statement to be annexed marked “E” clearly indicates the expected revenue and expenditure components to be derived and incurred in relation to the proposed development
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The proposed marketing strategy of the applicant in relation to the facility, annexed hereto marked “I” clearly indicates an acceptable marketing strategy
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Five year projected financial statements indicating, inter alia, the applicant’s source and application of funds and attached hereto as annexures “J”
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30
5
5
5
5
10
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5
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General Considerations:
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Economic impact of the project (i.e. job creation, economic impact etc.), a summary of which is to be attached hereto marked “K”
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The applicant has understood and has addressed all issues in the RFP and has developed and submitted a comprehensive, viable, well researched, logical, realistic and achievable proposal
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10
5
5
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6
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Extended Public Works Programme:
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Identify labour intensive construction activities / works
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Design labour intensive construction activities / works in order to optimise / maximise employment of unskilled labour from surrounding communities on the project
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10
5
5
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TOTAL SCORE
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100
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Note: Service providers that have a score of less than 70 % for the functionality component of the pre-evaluation criteria will not be considered for further evaluation.
“Annexure B”
AFFIDAVIT
I, the undersigned, ________________________________________________________________________
Identity Number: _________________________________________________________________________
do hereby make oath and state that:
a. I am a duly authorized representative of: ___________________________________ Limited
Registration No. / /06
b. I am a duly authorized representative of:_______________________________ (Pty) Limited
Registration No. / /07
c. I am a duly authorized representative of:_______________________________________ CC
Registration No. CK / /23
d. I am a duly authorized representative of:______________________________________ Trust
Registration No.: IT
the applicant in respect of the attached proposal document.
1. The information reflected in the documentation submitted on behalf of the applicant in accordance with the RFP is true and correct.
2. The percentage Equity Ownership in the applicant held by Historically Disadvantaged Individuals, woman and/or persons suffering from a disability is:
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____________ % by HDI’s
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____________ % by Woman
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____________ % by persons suffering from a disability
3. The applicant’s registered office is _______________________________________________.
4. The applicant’s principal place of business is _______________________________________.
5. The applicant has no actual or likely conflict of interest in respect of the transaction for which this proposal is submitted nor is the Applicant in the Service of the State as referred to in the NMBMM’s Supply Chain Management Policy. (delete if not applicable and furnish details of such conflict of interest)
6. The applicant’s SARS Income Tax Reference Number is ____________________________.
7. The applicant’s SARS VAT Registration Number is ________________________________.
8. The applicant has no outstanding tax obligations or the applicant has made arrangements to meet its outstanding tax obligations to the South African Revenue Services and a certificate of the South African Revenue Services is attached hereto in this regard.
9. The applicant and/or its officials have not been convicted for fraud or corruption within a 5 (five) year period prior to submission of this proposal.
10. The applicant is / is not (delete whichever is not applicable) engaged in any Government or Local Government contract awarded within 5 (five) years prior to submission of this proposal.
11. The applicant is / is not (delete whichever is not applicable) in arrears in respect of any charges payable in terms of Section 118 of the Municipal Systems Act. (If in arrears, a copy of a document evidencing satisfactory arrangements made with the NMBMM is to be annexed)
12. The applicant acknowledges that should any information attested to herein be false, such false statement shall render the applicant’s proposal null and void and entitle the NMBMM to terminate any agreement to which this proposal relates.
____________________________________
I CERTIFY that the Deponent has acknowledged that he/she knows and understands the contents of this Affidavit which was signed and sworn to before me at PORT ELIZABETH this ________ day of _____________________ 20______.
COMMISSIONER OF OATHS
NOTE: ANY STATEMENT WHICH IS NOT APPLICABLE IS TO BE DELETED.
“Annexure C”
AFFIDAVIT
I, the undersigned,
________________________________________________________________________
Identity Number: __________________________________________________________
do hereby make oath and state that:
1. I am the applicant in respect of the attached proposal document.
2. I am a South African citizen and a copy of my Identity Document is attached hereto.
3. I am socially and economically disadvantaged by the legacy of the South African Political Dispensation prior to 1993 in that I had no franchise in national elections prior to the introduction of the Constitution of the Republic of South Africa, 1983 or the Constitution of the Republic of South Africa, 1993 (the interim constitution).
4. I obtained South African Citizenship after the coming into effect of the 1993 interim constitution of the Republic of South Africa.
5. I am (delete if not applicable): 5.1 A female
5.2 And will be between the age of 18 and 35 at the date stipulated for the closing of the RFP.
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Disabled (stipulate nature of disability on separate annexure).
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Domiciled within the area of jurisdiction of the NMBMM and shall be so domiciled at the date of closing of the RFP.
6. I am not aware of any actual or likely conflict of interest which I may have in respect of the transaction for which this proposal is submitted nor is the applicant in the Service of the State as referred to in the NMBMM’s Supply Chain Management Policy. (delete if not applicable and furnish details of such conflict of interest)
7. My SARS Income Tax Reference Number is __________________________________.
8. My SARS VAT Registration Number is ______________________________________.
9. I have no outstanding tax obligations or I have made arrangements to meet my outstanding tax obligations to the South African Revenue Services and a certificate of the South African Revenue Services is attached hereto in this regard.
10. I have not been convicted for fraud or corruption within a 5 (five) year period prior to submission of this proposal.
11. I am / am not (delete whichever is not applicable) engaged in any Government or Local Government contract awarded within 5 (five) years prior to submission of this proposal.
12. I am / am not (delete whichever is not applicable) in arrears in respect of any charges payable in terms of Section 118 of the Municipal Systems Act. (If in arrears, a copy of a document evidencing satisfactory arrangements made with the NMBMM is to be annexed).
13. I acknowledge that should any information attested to herein be false, such false statement shall render my proposal null and void and entitle the NMBMM to terminate any agreement to which this proposal relates.
______________________________
I CERTIFY that the Deponent has acknowledged that he/she knows and understands the contents of this Affidavit which was signed and sworn to before me at PORT ELIZABETH this ________ day of _____________________ 20______.
COMMISSIONER OF OATHS
NOTE: ANY STATEMENT WHICH IS NOT APPLICABLE IS TO BE DELETED.
“Annexure D”
CERTIFICATE OF INDEPENDENT BID DETERMINATION
I, the undersigned, in submitting the accompanying proposal in relation to the “The Reserve” in response to the Request for Proposals made by The Nelson Mandela Bay Metropolitan Municipality do hereby make the following statements that I certify to be true and complete in every respect:
I certify, on behalf of:_______________________________________________________that:
(Name of Applicant)
1. I have read and I understand the contents of this Certificate;
2. I understand that the accompanying proposal will be disqualified if this Certificate is found not to be true and complete in every respect;
3. I am authorized by the Applicant to sign this Certificate, and to submit the accompanying
proposal, on behalf of the Applicant;
4. Each person whose signature appears on the accompanying proposal has been authorized by the Applicant to determine the terms of, and to sign, the proposal, on behalf of the Applicant;
5. For the purposes of this Certificate and the accompanying proposal, I understand that the word “competitor” shall include any individual or organization, other than the Applicant, whether or not affiliated with the Applicant, who:
(a) has been requested to submit a proposal in response to this Request for Proposals;
(b) could potentially submit a proposal in response to this Request for Proposals, based on their qualifications, abilities or experience; and
(c) provides the same goods and services as the Applicant and/or is in the same
line of business as the Applicant.
6. The Applicant has arrived at the accompanying proposal independently from, and without consultation, communication, agreement or arrangement with any competitor. However communication between partners in a joint venture or consortium will not be construed as collusive bidding.
7. In particular, without limiting the generality of paragraphs 6 above, there has been no
consultation, communication, agreement or arrangement with any competitor regarding:
(a) prices;
(b) geographical area where product or service will be rendered (market
allocation)
(c) methods, factors or formulas used to calculate prices;
(d) the intention or decision to submit or not to submit, a proposal;
(e) the submission of a proposal which does not meet the specifications and
conditions of the Request for Proposals; or
(f) submitting a proposal with the intention not to win the award.
8. In addition, there have been no consultations, communications, agreements or
arrangements with any competitor regarding the quality, quantity, specifications and
conditions or delivery particulars of the products or services to which this Request for Proposals relates.
9. The terms of the accompanying proposal have not been, and will not be, disclosed by the Applicant, directly or indirectly, to any competitor, prior to the date and time of the official opening of proposals or the awarding of the contract.
10. The Applicant (including any individual Applicant), and no member of the Applicant (if the Applicant is a Close Corporation), and no director and/or shareholder of the Applicant (if the Applicant is a Company), and no Trustee and/or beneficiary of the Applicant (if the Applicant is a Trust), and no person, including juristic persons (and including such juristic person’s members, directors and/or shareholders, trustees and/or beneficiaries) having an interest in any Joint Venture Vehicle or Consortium constituting the Applicant has any interest in any competitor.
11. I am aware that, in addition and without prejudice to any other remedy provided to
combat any restrictive practices related to bids, proposals and contracts, proposals that are suspicious will be reported to the Competition Commission for investigation and possible imposition of administrative penalties in terms of section 59 of the Competition Act No. 89 of 1998
and or may be reported to the National Prosecuting Authority (NPA) for criminal
investigation and or may be restricted from conducting business with the public sector
for a period not exceeding ten (10) years in terms of the Prevention and Combating of
Corrupt Activities Act No. 12 of 2004 or any other applicable legislation.
Signature Date
Signature
"Annexure E"
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PROPOSAL FOR THE OPERATION OF A NMBMM NATURE RESERVE
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BUDGETED INCOME STATEMENT
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Year 1
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Complete Years 2 to 5
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Amount
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Amount
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Turnover / Revenue
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Accommodation
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Food and Beverage
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Gate Takings
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Tours / Educational
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Other Revenue
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Grants / Donations
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Cost of Sales
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Cost of Goods Sold
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Sub-contractors / Outsourced Services
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Gross Profit
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Operating Expenses
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Accounting
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Advertising / Marketing
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Bank Charges
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Consumables
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Depreciation
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Insurance
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Interest expense - Overdraft
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Motor Vehicle expenses
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Maintenance - New Facility
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Maintenance - Existing Nature Reserve
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Printing & Stationery
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Telephone & postage
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Rental - Office & Equipment
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Rental - NMBM Concession
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Salary Wages
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Employee Benefits
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Utilities (Electricity & Water)
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Sundry expenses
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Other expenses
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Earnings Before Interest & Tax (EBIT)
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Interest Expense - Loans
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Earnings Before Taxation
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Taxation
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Earnings After Tax
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Capital Amortisation - Loans
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Add: Depreciation
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Trading Result - Surplus (Deficit)
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“Annexure L”
This Annexure is to be completed with reference to clauses 2.5 and 9.3.2. All values are to be exclusive of VAT. VAT will be payable on the rental values.
A: Proposed value of development (to be completed by the end of Phase 2) and to
become the property of the NMBMM at the termination of the lease:
R_____________________________
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