TERMS OF REFERENCE FOR REQUEST FOR PROPOSAL LEASE …. Tender...Request For Proposal Lease of Morula...

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Request For Proposal Lease of Morula Resort Hotel 1 | Page Request For Proposal Morula Resort Hotel Lease TERMS OF REFERENCE FOR REQUEST FOR PROPOSAL LEASE FOR MORULA RESORT HOTEL

Transcript of TERMS OF REFERENCE FOR REQUEST FOR PROPOSAL LEASE …. Tender...Request For Proposal Lease of Morula...

Request For Proposal Lease of Morula Resort Hotel

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TERMS OF REFERENCE

FOR

REQUEST FOR PROPOSAL

LEASE FOR MORULA RESORT HOTEL

Request For Proposal Lease of Morula Resort Hotel

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REQUEST FOR PROPOSAL

BID NUMBER: NWHC 06/2018 BRIEFING SESSION DATE: 10 December 2018

CLOSING DATE: 20 December 2018 BRIEFING PLACE: Morula Sun, Mabopane

CLOSING TIME: 12H00 BRIEFING TIME: 11H00

NWHC 06/2018: REQUEST FOR PROPOSAL FOR THE LEASE OF MORULA RESORT HOTEL

1. Kindly furnish the Corporation with a proposal for services shown on the attached forms.

2. The conditions contained in the General Conditions of Contract (GCC), and the attached bid forms, as

well as any other conditions accompanying this request, are applicable.

3. No late, incomplete unsigned, submitted in pencil, faxed or emailed bids will be considered. Bids

received after the closing date and time are late and will as a rule not be acceptable for consideration.

4. A non-refundable fee of R200.00 is payable for this document if the bidder collect the document in our

offices. Note that the same document can be printed on the e-Portal.

5. The North West Housing Corporation reserve the right to award any proposal in whole or in part to one

or more service providers and does not bind itself to award the lowest bidder.

6. All the documents accompanying this request for proposal must be completed in detail where applicable

and sealed in an envelope clearly marked NWHC 06/2018 and placed in the bid box at NWHC Office by

no later than 11H00 on the 20 December 2018

7. Documents will be available from the 01th August 2018 at a non-refundable fee of R200.00 payable at:-

Bank Account: ABSA

Account Name : NORTH WEST HOUSING CORPORATION

Account Number: 40-5508-6243

Branch Code: 632-005

Reference: NWHC 06/2018

Original Proof of Payments must be attached to the document upon return. Note that same

document may be printed on E-Portal.

OFFICE OF THE CHIEF EXECUTIVE OFFICER

Street Theresa House, Corner of Nelson Mandela and North Street, Mahikeng

Postal Private Bag X38, Mmabatho, 2735

Tel (018) 381 0872 / 0922

Fax (018) 381 5847

Email [email protected]

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Part T1: Tendering procedures

Tender Document for the lease of Morula Resort Hotel. This document contains the Term of

Reference, the Tender Data, the Returnable Documents, the Special Condition of Tender and the

Contract Data.

BID NO.: NWHC 06-2018 – REQUEST FOR PROPOSAL LEASE OF MORULA RESORT HOTEL

T1.1 TENDER NOTICE / REQUEST FOR PROPOSALS

The North West Housing Corporation (NWHC) invites Proposals for the lease of Morula Resort Hotel

as further fully described in Annexure A – Terms of Reference for Request for Proposals – Morula

Resort Hotel Lease to a Branded Hotelier.

Only hotel operators or teams who are registered and who submit proof of registration with relevant

bodies are eligible to submit proposals. Respondents must be in the hospitality industry. Points for

functionality will be allocated as follows:

FUNCTIONALITY CRITERIA POINTS ALLOCATION

Traceable References in the Hotel and Tourism Industry 30 Points

Concept and Viability Proposal 25 Points

Maintenance Plan Proposal 25 Points

Management Structure 10 Points

Proof of Financial Capacity 10 Points

TOTAL 100 Points

Only Bidders who obtain a minimum functionality threshold of 70 points will qualify to be

evaluated on price and B-BBEE in accordance with the PPPFA.

The Physical Address for delivery of Tender documents is:

Theresa House, Corner of Nelson Mandela and North

Street

Mafikeng, 2745

Ground Floor, Reception Area

No bid clarification meeting will be held for this bid.

All Queries must be in writing only and may be addressed to e-mail to [email protected]. No

queries submitted after Closing date will be considered.

The closing date and time is: 20 November 2018 at 1100hrs.

Telegraphic, telephonic, telex, facsimile, e-mail and late bids WILL NOT be accepted. Bids must only

be submitted on the original documentation that is issued by NWHC.

Requirements for sealing, addressing, delivery, opening and assessment of tenders are stated in

the Tender Data.

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CONTACT DETAILS

All bidders must furnish the following particulars and include it in their submission

VAT registration number (if

Applicable)

Tax Clearance Certificate

submitted

YES / NO

Key Contact Person:

Telephone number: Code Number

Cellular number:

Facsimile number: Code Number

e-Mail address:

Alternative Key

Contact Person:

Telephone number: Code Number

Cellular number:

Facsimile number: Code Number

e-Mail address:

Name of bidder:

Trading Name

Postal address:

Street address:

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T1.2 TENDER DATA

T1.2.1 Background

The NWHC is governed by the PFMA and other applicable legislative frameworks. The

organization is accountable to Parliament through the Department of Local Government and

Human Settlements.

The mandate of the NWHC is to provide suitable accommodation through property development

in community residential units, mixed residential units and other interventions.

The NWHC has representation in the North West Province but seeks to expand its footprint to

other provinces as well the Sub-Saharan Africa. The NWHC has the authority to go out on tender

for goods and services and appoint any suitably qualified and competent service provider.

Morula Resort is one of the property portfolio of the NWHC located within the Gauteng Province

in Mabopane.

Additional information with regards to the structure and functional activities of the NWHC can be

obtained at its offices situated at Theresa House, Corner of Nelson Mandela and North Street,

Mafikeng, 2745, Ground Floor, Reception Area by facsimile, email of telephone.

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T1.2.2 Tender Details Tender Data (including special conditions of Tender)

The Standard Conditions of Tender make several references to the Tender Data for details that apply

specifically to this tender. The Tender Data shall have precedence in the interpretation of any

ambiguity or Inconsistency between it and the Standard Conditions of Tender. Each item of data given

below is cross-referenced to the clause in the Standard Conditions of Tender to which it mainly

applies.

Clause

number

Tender Data

F.1.1 The employer is North West Housing Corporation (NWHC)

F.1.2

The Tender Documents issued by the Employer comprise the following documents:

THE TENDER

Part T1: Tendering procedures

T1.1 - Tender notice and invitation to tender

T1.2 - Tender data

Part T2: Returnable documents T2.1

- List of returnable documents T2.2

- Returnable schedules

Part C3: Scope of work

C3 - Scope of work

F.1.4 NWHC’s contact person is:

Name: Humphrey Bilankulu

Address: Theresa House, Corner of Nelson Mandela and North Street,

Mahikeng, 2745

Tel: (018) 381 0872

Fax: (018) 381 5847

Email: [email protected]

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Tender submissions will only be accepted if the bidder has:

Description of Returnable Document

1. Letter of good standing in terms of Compensation for

Occupational Injuries and Diseases Act, of 1993(COIDA); or

Federated Employers Mutual Assurance (FEMA) Insurance

2. Joint Venture Agreement where applicable;

3. Proof of National Treasury (NT) Central Supplier Database

Registration i.e. submit a copy of CSD Master Registration

Report;

4. Certified ID Copies of Directors or Members (in cases of sole

proprietor, partnerships and close corporation), not older than 3

(three) months from the closing date.;

5. Certified copy/copies of owner’s professional registration (should

have 50% plus one or above in ownership);

6. Fully completed and signed Standard Bidding Documents:

a. SBD 1: Invitation to Bid;

b. SBD 4: Declaration of Interest;

c. SBD 6.1: Preference points claim form in terms of the

Preferential Procurement Regulations, 2017;

d. SBD 8: Declaration of Bidder’s past supply chain

management practices; and

e. SBD 9: Certificate of Independent Bid Determination

7. Company Business Profile

Non-mandatory Returnable documents

1. B-BBEE

a. Certified copies of B-BBEEE Certificate issued by SANAS

Accredited Verification Agency Or

b. Sworn Affidavit in cases of EMEs and only those QSEs which

are at least 51% Black-owned as prescribed in terms of B-

BBEE Codes of Good Practice and in a format provided by the

Department of Trade & Industry.

c. NB: Certificates issued by IRBA and Accounting Officers,

have been discontinued.

Valid Tax Clearance Certificate or Tax compliance letter with a Unique Security

Personal Identification Number (PIN) in terms of the Electronic Tax Compliance Status

(TCS) System from SARS

F.2.7 There will be a compulsory site briefing session on the 10 December 2018

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F.2.12 Alternative offers are not applicable.

F.2.13.3 Parts of each tender offer communicated on paper shall be submitted as an original

and no copy.

F.2.13.5

F.2.15.1

The details and address for delivery of tender offers and identification details that

are to be shown on each tender offer package are:

Location of tender box: Reception: Theresa House, Corner of Nelson Mandela

and North Street,

Mahikeng, 2745

Physical address: Theresa House, Corner of Nelson Mandela and North Street,

Mahikeng, 2745

Identification details: Tenders must be submitted in a sealed envelope, the

description and the bid number MUST be clearly marked. The Name and address of

the Bidder MUST be clearly written at the back of the envelope.

Bid reference number: BID No. NWHC 06 – 2018

Title of Tender: Request for Proposal Lease of Morula Resort Hotel Closing date: 20

December 2018

Closing time of tender: 11h00

F.2.13.6

F.3.5

A two-envelope procedure is not required.

F.2.13.9 Telephonic, telegraphic, telex, facsimile, e-mailed and late tender offers WILL NOT be

accepted.

F.2.15 The closing time for submission of tender offers is as stated in the Tender Notice and

Invitation to Tender.

F.2.16 The tender offer validity period is 90 days from the closing date

F.3.4 Tenders will not be opened in public

F.3.11.5 Quality / functionality / technical evaluation will be applicable please refer to

T.2.3 for details.

F.3.18 The number of paper copies of the signed contract to be provided by the employer is

one.

T1.2.3 Evaluation Procedure

Tender evaluation will be done as per the stages below:

Stage 1: Eligibility of Bidders.

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Stage one (1) entails the process of ensuring compliance of the Bidders. Bidders shall submit

all mandatory returnable documents to qualify for stage two (2) of the evaluation processes.

Failure to submit any of the compulsory returnable documents will lead to automatic

disqualification.

Table one (1) lists the compulsory returnable documents that shall be submitted by all

Bidders to be considered eligible for this tender. Certified copies of documents shall be

submitted in original and not older than 3 months from the closing date.

Table 1. List of Returnable Compulsory Documents

Item Description of Compulsory Returnable Document

1

2

3

4

5

6

Letter of good standing in terms of Compensation for Occupational Injuries and

Diseases Act, of 1993(COIDA) or Federated Employers Mutual Assurance (FEMA)

Insurance

Notarised Joint Venture Agreement (where applicable);

Proof of National Treasury (NT) Central Supplier Database Registration i.e.

submit a copy of CSD Master Registration Number (Supplier Number);

Certified ID Copies of Directors or Members (in cases of sole proprietor,

partnerships and close corporation), this must have been certified within three

(03) months;

Certified copy/copies of owner’s professional registration (should have 50% plus

one or above in ownership);

Copy of CIPC Documents;

Fully completed and signed Standard Bidding Documents:

a. SBD 1: Invitation to Bid;

b. SBD 4: Declaration of Interest;

c. SBD 6.1: Preference points claim form in terms of the Preferential

Procurement Regulations, 2017;

d. SBD 8: Declaration of Bidder’s past supply chain management practices;

and

e. SBD 9: Certificate of Independent Bid Determination

Stage 2: Evaluation on Functionality/Technical Requirements

Stage two (2) entails the process of evaluation of functionality/technical requirements.

Only bidders who meet the minimum threshold of 70 points and above of the total

functionality will be eligible to be in the panel.

The Table two (2) below, specify in detail the functionality/technical criteria to be considered

under the evaluation.

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Table 2. Summary of Functionality /Quality Criteria

FUNCTIONALITY CRITERIA POINTS ALLOCATION

A. Traceable References in the

Hotel and Tourism Industry

B. Concept and Viability Proposal

C. Maintenance Plan Proposal

D. Management Structure

E. Proof of Financial Capacity

30 Points

25 Points

25 Points

10 Points

10 Points

TOTAL 100 Points

A. TRACEABLE REFERENCE IN THE HOTEL AND TOURISM INDUSTRY (30 points)

Traceable Reference in the Hotel and Tourism Business personnel (30 points):

Points are allocated for submitting reference letters in the hotel and tourism industry and

evaluation points will be awarded in terms of the following table:

Table 3. Traceable References

Evaluation sub-criteria: Traceable References (30 points)

Item Description Points

1. 0 - 1 Letters 10

2 2 – 3 Letters 20

3 0ver 3 30

Total Possible Points 30

B. CONCEPT AND VIABILITY PROPOSAL (25 points)

The Concept and Viability Proposal will be evaluated as follows (25 points):

Points are allocated for submitting a Concept and Viability Proposal showing understanding

of the industry:

Table 4. Concept and Viability Proposal

Evaluation sub-criteria: Concept and Viability (25 points)

Item Description Points

1. Average 7

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2. Good 15

3. Excellent 25

Total Possible Points 25

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C MAINTENANCE PLAN PROPOSAL (25 points)

The Maintenance Plan Will Be Evaluated As Follows (25 points):

Points are allocated for submitting a Maintenance Plan Proposal showing understanding of

the industry:

Table 5. Maintenance Plan Proposal

Evaluation sub-criteria: Maintenance Plan (25 points)

Item Description Points

1. Average 5

2 Good 10

3 Excellent 25

Total Possible Points 25

D MANAGEMENT STRUCTURE (10 points)

The Management Structure Will Be Evaluated As Follows (10 points):

Points are allocated for submitting a Management Structure showing understanding of the

industry:

Table 6. Management Structure

Evaluation sub-criteria: Management Structure (10 points)

Item Description Points

1. Below 5 Years’ Experience 5

2 5 – 10 Years’ Experience 10

3 Over 10 Years’ Experience 15

Total Possible Points 15

E FINANCIAL CAPACITY (10 points)

The Financial Capacity Will Be Evaluated As Follows (10 points):

Points are allocated for submitting proof of financial capacity in the form of bank guarantees

and or financial statements:

Table 7. Financial Capacity

Evaluation sub-criteria: Financial Capacity (10 points)

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Item Description Points

1. Below R5 Million Operational

Capital

2

2 R5 – 10 Million Operational Capital 5

3 Above R10 Million Operational

Capital

10

Total Possible Points 10

T2.A1 AUTHORITY TO SIGN A BID

Fill in the relevant portion applicable to the type of organisation

A. COMPANIES

If a Bidder is a company, a certified copy of the resolution by the board of directors, personally

signed by the chairperson of the board, authorising the person who signs this bid to do so, as

well as to sign any contract resulting from this bid and any other documents and

correspondence in connection with this bid and/or contract on behalf of the company must be

submitted with this bid, that is before the closing time and date of the bid

AUTHORITY BY BOARD OF DIRECTORS

By resolution passed by the Board of Directors

On… ............................... 20......………………..

Mr/Mrs....................................................................................................... (whose signature

appears below) has been duly authorised to sign all documents in connection with this bid on

behalf of

(Name of Company) ……………………………………….................................................................

IN HIS/HER CAPACITY AS: ……..................................................................................

SIGNED ON BEHALF OF COMPANY: ........................................................................

(PRINT NAME)

DATE: ……..........

B. SOLE PROPRIETOR (ONE - PERSON BUSINESS)

I, the undersigned..............................................................................

hereby confirm that I am the sole owner of the business trading as

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.....................................................................................................................................

.........................................................

DATE

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C. PARTNERSHIP

The following particulars in respect of every partner must be furnished and signed by

every partner:

We, the partners in the business trading

as........................................... hereby authorise

........................................................................

to sign this bid as well as any contract resulting from the bid and any other documents and

correspondence in connection with this bid and /or contract on behalf of

Full name of partner Residential address Signature Date

D. CLOSE CORPORATION

In the case of a close corporation submitting a bid, a certified copy of the Founding Statement

of such corporation shall be included with the bid, together with the resolution by its members

authorising a member or other official of the corporation to sign the documents on their

behalf.

By resolution of members at a meeting on ................................. 20........... at

……………………………..…….........

Mr/Ms..................................................................................., whose signature appears below,

has been authorised to sign all documents in connection with this bid on behalf of (Name of

Close Corporation)

…………………………………………………………….....................................................

..................................................................................................

SIGNED ON BEHALF OF CLOSE CORPORATION: ……………………………………………… (PRINT NAME)

IN HIS/HER CAPACITY AS ............................................................. DATE: ................

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SIGNATURE OF SIGNATORY:.......................................................

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CO-OPERATIVE

A certified copy of the Constitution of the co-operative must be included with the bid, together

with the resolution by its members authoring a member or other official of the co-operative to

sign the bid documents on their behalf.

By resolution of members at a meeting on ...............................……... 20....... at

………….…….…...............

Mr/Ms..................................................................................., whose signature appears below,

has been authorised to sign all documents in connection with this bid on behalf of (Name of co-

operative)................................................................………………………………………………

SIGNATURE OF AUTHORISED REPRESENTATIVE/SIGNATORY:

.................................................................................................

IN HIS/HER CAPACITY

AS:................................................................…………………………… DATE:

.................................…………..

SIGNED ON BEHALF OF CO-OPERATIVE:....................................................

NAME IN BLOCK LETTERS:…………………………………………………………………………..

E. CERTIFICATE OF AUTHORITY FOR JOINT VENTURES

This Returnable Schedule is to be completed by EACH member of a joint venture submitting a

tender.

We, the undersigned, are submitting this tender offer in Joint Venture and hereby

authorise Mr/Ms…………………………………………………………………,

authorised signatory of the Company………………………………………

acting in the capacity of lead JV partner, to sign all documents in connection with the

tender offer and any contract resulting from it on our behalf as a joint venture.

NAME OF JV

ORGANISATION………………………………………………………………………………………………………………

ADDRESS:……………………………………………………………………………………………………………………………

……………………………………………………………………………………………………………………………………………

DULY AUTHORISED SIGNATORY NAME

........……………………………………………………………………………………….

DESIGNATION:…………………………………………………………………………SIGNATURE…………………………

DATE:……………………….

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T2.A4 DECLARATION OF INTEREST (SBD 4)

1. Any legal person, including persons employed by the state*, or persons having a kinship

with persons employed by the state, including a blood relationship, may make an offer or

offers in terms of this invitation to bid (includes a price quotation, advertised competitive

bid, limited bid or proposal). In view of possible allegations of favouritism, should the

resulting bid, or part thereof, be awarded to persons employed by the state, 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 state; 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 Full Name of bidder or his or her representative:

….………………………………………………………….

2.2 Identity Number:

………………………………………………………………………………………

2.3 Position occupied in the Company (director, shareholder etc.):

………………………………………………

2.4 Company Registration Number:

………………………………………………………………………..…….

2.5 Tax Reference Number:

………………………………………………………………………………….…

2.6 VAT Registration Number:

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………………………………………………………………………………....

* “State” means –

(a) any national or provincial department, national or provincial public entity or

constitutional institution within the meaning of the Public Finance Management Act,

1999 (Act No. 1 of 1999);

(b) any municipality or municipal entity;

(c) provincial legislature;

(d) national Assembly or the national Council of provinces; or

(e) Parliament.

2.7 Are you or any person connected with the bidder presently

employed by the state?

YES / NO

2.7.1 If so, furnish the following particulars: Name of person /

director / shareholder/ member:

……....…………………………………………………………………

Name of state institution to which the person is connected:

………………………………………………………………………….

Position occupied in the state institution:

………………………………………………………………………….

Any other particulars:

……………………………………………………………………….

………………………………………………………………………

………………………………………………………………….......

2.8 Did you or your spouse, or any of the company’s directors /

YES / NO shareholders / members or their spouses conduct

business with the state in the previous twelve months?

2.8.1 If so, furnish particulars:

…………………………………………………………………..

…………………………………………………………………..

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…………………………………………………………………...

2.9 Do you, or any person connected with the bidder, have YES / NO

any relationship (family, friend, other) with a person

employed by the state and who may be involved with the

evaluation and or adjudication of this bid?

2.9.1 If so, furnish particulars.

…………………………………………………………………

…………………………………………………………………

………………………………………………………………….

2.10 Are you, or any person connected with the bidder, YES / NO

aware of any relationship (family, friend, other) between the bidder

and any person employed by the state who may be involved with

the evaluation and or adjudication of this bid?

2.10.1 If so, furnish particulars.

…………………………………………………………………

…………………………………………………………………

………………………………………………………………

2.11 Do you or any of the directors /shareholders/ members of

YES / NO the company have any interest in any other

related

Companies whether or not they are bidding for this

contract?

2.11.1 If so, furnish particulars:

…………………………………………………………………

…………………………………………………………………

…………………………………………………………………

DECLARATION

I, THE UNDERSIGNED

(NAME)………………………………………………………………………

CERTIFY THAT THE INFORMATION FURNISHED IN PARAGRAPHS 2.1 TO 2.11.1 ABOVE IS

CORRECT.

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I ACCEPT THAT THE STATE 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…………………………

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T2.A5 PREFERENCE POINTS CLAIM FORM IN TERMS OF THE PREFERENTIAL PROCUREMENT

REGULATIONS 2017 (SBD 6.1)

This preference form must form part of all bids invited. It contains general information and serves as a

claim form for preference points for Broad-Based Black Economic Empowerment (B-BBEE) Status Level of

Contribution

NB: BEFORE COMPLETING THIS FORM, BIDDERS MUST STUDY THE GENERAL CONDITIONS, DEFINITIONS

AND DIRECTIVES APPLICABLE IN RESPECT OF B-BBEE, AS PRESCRIBED IN THE PREFERENTIAL

PROCUREMENT REGULATIONS, 2017.

1. GENERAL CONDITIONS

1.1 The following preference point systems are applicable to all bids:

- the 80/20 system for requirements with a Rand value of up to R50 000 000 (all applicable

taxes included); and

- the 90/10 system for requirements with a Rand value above R50 000 000 (all applicable taxes

included).

1.2

a) The value of this bid is estimated to not exceed R50 000 000 (all applicable taxes included) and

therefore the 80/20 preference point system shall be applicable; or

b) Either the 80/20 or 90/10 preference point system will be applicable to this tender (delete

whichever is not applicable for this tender).

1.3 Points for this bid shall be awarded for:

(a) Price; and

(b) B-BBEE Status Level of Contributor.

1.4 The maximum points for this bid are allocated as follows:

POINTS

PRICE 80

B-BBEE STATUS LEVEL OF CONTRIBUTOR 20

Total points for Price and B-BBEE must not exceed 100

1.5 Failure on the part of a bidder to submit proof of B-BBEE Status level of contributor together with

the bid, will be interpreted to mean that preference points for B-BBEE status level of contribution

are not claimed.

1.6 The purchaser reserves the right to require of a bidder, either before a bid is adjudicated or at any

time subsequently, to substantiate any claim in regard to preferences, in any manner required by

the purchaser.

2. DEFINITIONS

(a) “B-BBEE” means broad-based black economic empowerment as defined in section 1 of the

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Broad-Based Black Economic Empowerment Act;

(b) “B-BBEE status level of contributor” means the B-BBEE status of an entity in terms of a code

of good practice on black economic empowerment, issued in terms of section 9(1) of the

Broad-Based Black Economic Empowerment Act;

(c) “bid” means a written offer in a prescribed or stipulated form in response to an invitation by

an organ of state for the provision of goods or services, through price quotations, advertised

competitive bidding processes or proposals;

(d) “Broad-Based Black Economic Empowerment Act” means the Broad-Based Black Economic

Empowerment Act, 2003 (Act No. 53 of 2003);

(e) “EME” means an Exempted Micro Enterprise in terms of a code of good practice on black

economic empowerment issued in terms of section 9 (1) of the Broad-Based Black Economic

Empowerment Act;

(f) “functionality” means the ability of a tenderer to provide goods or services in accordance

with specifications as set out in the tender documents.

(g) “prices” includes all applicable taxes less all unconditional discounts;

(h) “proof of B-BBEE status level of contributor” means:

1) BBBEE Status level certificate issued by an authorized body or person;

2) A sworn affidavit as prescribed by the B-BBEE Codes of Good Practice;

3) Any other requirement prescribed in terms of the B-BBEE Act;

(i) “QSE” means a qualifying small business enterprise in terms of a code of good practice on

black economic empowerment issued in terms of section 9 (1) of the Broad-Based Black

Economic Empowerment Act;

(j) “rand value” means the total estimated value of a contract in Rand, calculated at the time of

bid invitation, and includes all applicable taxes;

3. POINTS AWARDED FOR PRICE

3.1 THE 80/20 OR 90/10 PREFERENCE POINT SYSTEMS

A maximum of 80 or 90 points is allocated for price on the following basis:

80/20 or 90/10

Ps = 80(1 −𝑃𝑡−𝑃𝑚𝑖𝑛

𝑃𝑚𝑖𝑛) or Ps = 90(1 −

𝑃𝑡−𝑃𝑚𝑖𝑛

𝑃𝑚𝑖𝑛)

Where

Ps = Points scored for price of bid under consideration

Pt = Price of bid under consideration

Pmin = Price of lowest acceptable bid

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4. POINTS AWARDED FOR B-BBEE STATUS LEVEL OF CONTRIBUTOR

4.1 In terms of Regulation 6 (2) and 7 (2) of the Preferential Procurement Regulations, preference

points must be awarded to a bidder for attaining the B-BBEE status level of contribution in

accordance with the table below:

B-BBEE Status Level of

Contributor

Number of points

(90/10 system)

Number of points

(80/20 system)

1 10 20

2 9 18

3 6 14

4 5 12

5 4 8

6 3 6

7 2 4

8 1 2

Non-compliant contributor 0 0

5. BID DECLARATION

5.1 Bidders who claim points in respect of B-BBEE Status Level of Contribution must complete the

following:

6. B-BBEE STATUS LEVEL OF CONTRIBUTOR CLAIMED IN TERMS OF PARAGRAPHS 1.4 AND 4.1

6.1 B-BBEE Status Level of Contributor: . = ………(maximum of 10 or 20 points)

(Points claimed in respect of paragraph 7.1 must be in accordance with the table reflected in

paragraph 4.1 and must be substantiated by relevant proof of B-BBEE status level of

contributor.

7. SUB-CONTRACTING

7.1 Will any portion of the contract be sub-contracted?

(Tick applicable box)

YES NO

7.1.1 If yes, indicate:

i) What percentage of the contract will be

ii) Subcontracted............…………….…………%

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iii) The name of the sub-contractor……………………………………………..

iv) The B-BBEE status level of the sub-contractor........................................

v) Whether the sub-contractor is an EME or QSE

(Tick applicable box)

YES NO

vi) Specify, by ticking the appropriate box, if subcontracting with an enterprise in terms of

Preferential Procurement Regulations,2017:

Designated Group: An EME or QSE which is at last 51% owned by: EME

QSE

√ Black people

Black people who are youth

Black people who are women

Black people with disabilities

Black people living in rural or underdeveloped areas or townships

Cooperative owned by black people

Black people who are military veterans

OR

Any EME

Any QSE

8. DECLARATION WITH REGARD TO COMPANY/FIRM

8.1 Name of company/firm:…………………………………………………………….

8.2 VAT registration number:……………………………………….………………….

8.3 Company registration number:…………….……………………….……………..

8.4 TYPE OF COMPANY/ FIRM

Partnership/Joint Venture / Consortium

One person business/sole propriety

Close corporation

Company

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(Pty) Limited [TICK

APPLICABLE BOX]

8.5 DESCRIBE PRINCIPAL BUSINESS ACTIVITIES

…………………………………………………………………………………………………………

…………………………………………………………………………………………………………

…………………………………………………………………………………………………………

8.6 COMPANY CLASSIFICATION

Manufacturer

Supplier

Professional service provider

Other service providers, e.g. transporter, etc.

[TICK APPLICABLE BOX]

8.7 Total number of years the company/firm has been in business:…………………

8.8 I/we, the undersigned, who is / are duly authorised to do so on behalf of the company/firm,

certify that the points claimed, based on the B-BBE status level of contributor indicated in

paragraphs 1.4 and 6.1 of the foregoing certificate, qualifies the company/ firm for the

preference(s) shown and I / we acknowledge that:

i) The information furnished is true and correct;

ii) The preference points claimed are in accordance with the General Conditions as indicated

in paragraph 1 of this form;

iii) In the event of a contract being awarded as a result of points claimed as shown in

paragraphs 1.4 and 6.1, the contractor may be required to furnish documentary proof to

the satisfaction of the purchaser that the claims are correct;

iv) If the B-BBEE status level of contributor has been claimed or obtained on a fraudulent basis

or any of the conditions of contract have not been fulfilled, the purchaser may, in addition

to any other remedy it may have –

(a) disqualify the person from the bidding process;

(b) recover costs, losses or damages it has incurred or suffered as a result of

that person’s conduct;

(c) cancel the contract and claim any damages which it has suffered as a result

of having to make less favourable arrangements due to such cancellation;

(d) recommend that the bidder or contractor, its shareholders and directors,

or only the shareholders and directors who acted on a fraudulent basis, be

restricted by the National Treasury from obtaining business from any organ

of state for a period not exceeding 10 years, after the audi alteram partem

(hear the other side) rule has been applied; and

(e) forward the matter for criminal prosecution.

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WITNESSES

1. ……………………………………..

2. …………………………………….

…………………………………..

…………………………………..

…………………………………..

…………………………………..

DATE:

ADDRESS

………………………………………. SIGNATURE(S) OF BIDDERS(S)

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T2.A6 DECLARATION OF BIDDER’S PAST SUPPLY CHAIN MANAGEMENT PRACTICES (SBD 8)

(To be completed by Bidder)

DECLARATION OF BIDDER’S PAST SUPPLY CHAIN MANAGEMENT PRACTICES

1 This Standard Bidding Document must form part of all bids invited.

2 It serves as a declaration to be used by institutions in ensuring that when goods and services are

being procured, all reasonable steps are taken to combat the abuse of the supply chain

management system.

3 The bid of any bidder may be disregarded if that bidder, or any of its directors have-

a. abused the institution’s supply chain management system;

b. committed fraud or any other improper conduct in relation to such system; or

c. failed to perform on any previous contract.

4 In order to give effect to the above, the following questionnaire must be completed and

submitted with the bid.

Item Question Yes No

4.1 Is the bidder or any of its directors listed on the National Treasury’s

database as companies or persons prohibited from doing business

with the public sector?

(Companies or persons who are listed on this database were

informed in writing of this restriction

by the National Treasury after the audi alteram partem rule

was applied).

Yes No

4.1.1 If so, furnish particulars:

4.2 Is the bidder or any of its directors listed on the Register for

Tender Defaulters

in terms of section 29 of the Prevention and Combating of Corrupt

Activities Act (No 12 of 2004)?

To access this Register enter the National

Treasury’s website, www.treasury.gov.za, click on the

icon

“Register for Tender Defaulters” or submit your written request for

a hard copy of the Register to facsimile number (012) 3265445.

Yes No

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4.2.1 If so, furnish particulars:

4.3 Was the bidder or any of its directors convicted by a court of law

(including a court outside of the Republic of South Africa) for fraud or

corruption during the past five years?

Yes No

4.3.1 If so, furnish particulars:

4.4 Was any contract between the bidder and any organ of state terminated

during the past five years on account of failure to perform on or comply

with the contract?

Yes No

4.4.1 If so, furnish particulars:

SBD 8

CERTIFICATION

I, THE UNDERSIGNED (FULL NAME)…………………………………………………

CERTIFY THAT THE INFORMATION FURNISHED ON THIS DECLARATION FORM IS TRUE AND CORRECT.

I ACCEPT THAT, IN ADDITION TO CANCELLATION OF A CONTRACT, ACTION MAY BE TAKEN AGAINST ME

SHOULD THIS DECLARATION PROVE TO BE FALSE.

………………………………………... .........…………………………..

Signature Date

……………………………………….… ………………………………………

Position Name of Bidder

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T2.A7 CERTIFICATE OF INDEPENDENT BID DETERMINATION (SBD 9)

CERTIFICATE OF INDEPENDENT BID DETERMINATION

I, the undersigned, in submitting the accompanying bid:

(Bid

Number and Description)

in response to the invitation for the bid made by:

(Name of Institution)

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 Bidder)

1. I have read and I understand the contents of this Certificate;

2. I understand that the accompanying bid will be disqualified if this Certificate is found not to be

true and complete in every respect;

3. I am authorized by the bidder to sign this Certificate, and to submit the accompanying bid, on

behalf of the bidder;

4. Each person whose signature appears on the accompanying bid has been authorized by the

bidder to determine the terms of, and to sign the bid, on behalf of the bidder;

5. For the purposes of this Certificate and the accompanying bid, I understand that the word

“competitor” shall include any individual or organization, other than the bidder, whether or not

affiliated with the bidder, who:

(a) has been requested to submit a bid in response to this bid invitation;

(b) could potentially submit a bid in response to this bid invitation, based on their

qualifications, abilities or experience; and

(c) provides the same goods and services as the bidder and/or is in the same line of

business as the bidder

6. The bidder has arrived at the accompanying bid independently from, and without consultation,

communication, agreement or arrangement with any competitor. However communication

between partners in a joint venture or consortium will not

no consultation, communication, agreement or arrangement with any competitor ³ be

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construed as collusive bidding.

7. In particular, without limiting the generality of paragraphs 6 above, there has been

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 bid;

(e) the submission of a bid which does not meet the specifications and conditions of

the bid; or

(f) bidding with the intention not to win the bid.

8. In addition, there have been no consultations, communications, agreements or arrangements

with any competitor regarding the quality, quantity, specifications

9. and conditions or delivery particulars of the products or services to which this bid invitation

relates.

10. The terms of the accompanying bid have not been, and will not be, disclosed by the bidder,

directly or indirectly, to any competitor, prior to the date and time of the official bid opening or

of the awarding of the contract.

11. I am aware that, in addition and without prejudice to any other remedy provided to combat any

restrictive practices related to bids and contracts, bids 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

……………………… ………………………………

Position Name of Bidder

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T2.A8 COPY OF A LETTER OF GOODSTANDING WITH COMPENSATION FOR

OCCUPATIONAL AND INJURIES DISEASE ACT (COIDA) REGISTRATION CERTIFICATE

Attached hereto is my / our certified copy of LETTER of good standing with the Compensation for

Occupational Injuries and Diseases, e.g. letter of good standing. My / our failure to submit the

certificate with your tender offer will lead to the conclusion that your entity/ company is not registered

with COIDA, and therefore, the bid will be automatically disqualified.

T2.A9 LIST OF ALL SHAREHOLDERS/DIRECTORS WITH ORIGINAL CERTIFIED COPIES OF

THEIR ID’s

[List of all shareholders/directors of the company or the consortium/joint venture with the

original certified copies of shareholders’ / directors’ ID to be inserted here]

Attached hereto is the List of all shareholders/directors of the company or the consortium/joint

venture with the original certified copy of shareholders’ / directors’ IDs (in cases of sole proprietor,

partnerships and close corporation). Failure to submit the foresaid documentation will lead to

disqualification.

T2.A10 COPY OF JOINT VENTURE AGREEMENT (IF APPLICABLE)

Attached hereto is a signed certified copy of our notarised Joint Venture Agreement. Our failure to submit

the copy with our tender document will lead to the conclusion that there is no joint venture agreement,

and as such, our bid will be disqualified

(Attach the d joint venture agreement here)

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REQUIRED RETURNABLE QUALITY / FUNCTIONALITY EVALUATION DOCUMENTS

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A - EVALUATION SCHEDULE - TRACEABLE REFERENCES IN THE HOTEL AND TOURISM INDUSTRY

The Bidder shall list below the traceable references of other leased properties or OWN properties to prove

being that they are a Branded Hotelier.

REFERENCE SCHEDULE

NO. HOTEL NAME WHERE LEASING OR

OWNING PROPERTY

CONTACTABLE REFEREE

NAME CONTACT DETAILS

1.

2.

3.

4.

5

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B – EVALUATION SCHEDULE - CONCEPT AND VIABILITY PROPOSAL

A detailed concept and viability proposal is required to show that the Hotelier is in business and understands the

tourism and hotel business market:

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C – EVALUATION SCHEDULE - MAINTENANCE PLAN

The bidder must submit a detailed maintenance plan for the hotel which shows how maintenance of the

property will be maintained and at what intervals.

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D - EVALUATION SCHEDULE – MANAGEMENT STRUCTURE

The Bidder shall submit the proposed management structure of the hotel and the experience of the

proposed management team.

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E - EVALUATION SCHEDULE – PROOF OF FINANCIAL CAPACITY

The Bidder shall submit 3 year financial statements to prove that they have financial capacity to effectively

operate the hotel. It will be required to pay a deposit of one month rental upon signing the lease

agreement.

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THE LEASE AGREMENT

Alease agreement will be entered into with the successful bidder. The lease agreement will have clauses that

will incorporate a portion of the Hotelier’s operations to accommodate the local community. This will be

agreed with the succesful bidder who will be the overall in charge of the operations of the business

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Part C5: NOTES TO BIDDERS

This section outlines basic requirements that must be met. Failure to comply with these

requirements or part thereof will result in your proposal being excluded from the evaluation

process.

a) This Request for Proposals (RFP) does not constitute an offer or recommendation to enter

into such transaction.

b) The NWHC reserves the right to amend, modify or withdraw this RFP if deemed necessary..

c) Neither the NWHC nor any of their respective directors, officers, employees, agents,

representatives or advisors will assume any obligation for any costs or expenses incurred

by any party in or associated with preparing or submitting a bid in response to the

expression of interest.

d) The NWHC and its advisors may rely on a Bid as being accurate and comprehensive in

relation to the information and proposals provided therein by the Bidders.

e) All Bids submitted to the NWHC will become the property of the NWHC and will as such

not be returned to the Bidder unless if received after the closing date and time. The NWHC

will make all reasonable efforts to maintain bids in confidence. Proprietary information

should be identified as such in each bid.

f) Evaluation of tenders will be carried out by a Tender Evaluation Committee (TEC). The

Evaluator(s) will, if necessary, contact Bidders to seek clarification of any aspect of the

tender.

g) The validity period of this tender is ninety (90) days from the closing date.

h) This document is confidential and should not be distributed to any non-bidding party

without the proper authorization of the NWHC.

i) This document is released for the sole purpose of responding to this RFP and must be

considered confidential. In addition, the use, reproduction or disclosure of the

requirements, specifications or other material in this RFP is strictly prohibited.

j) All bids must be formulated and submitted in accordance with the requirements of this RFP.

k) Consortiums/Joint ventures are encouraged; however, the transfer of skills and

partnerships should be demonstrated in the bid.

l) The Bidder should demonstrate how it intends assisting in building the capacity of the local

community and how it will transfer skills to such persons.

m) Please note that Tender Offer is synonymous to Request for Proposals in this document

n) Service providers who are blacklisted by any statutory body will, under no circumstances,

be considered for this project/s

DISCLAIMER

The NWHC reserves the right not to appoint a service provider and is also not obliged to provide

reasons for the rejection of any proposal.

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ANNEXURE A

TERMS OF REFERENCE FOR REQUEST FOR PROPOSAL

MORULA RESORT HOTEL LEASE TO A BRANDED HOTELIER

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TABLE OF CONTENTS

1.0 BACKGROUND .............................................................................................................. 45

2.0 INTRODUCTION ............................................................................................................ 45

3.0 PURPOSE AND OBJECTIVE OF THE RFP PROCESS ......................................................... 46

4.0 CONTRACT AWARD ...................................................................................................... 46

5.0 DESCRIPTION OF FACILITIES AT THE HOTEL ................................................................. 48

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1.0 BACKGROUND

The North West Housing Corporation (NWHC) spends large amounts of money on the

procurement of goods and services annually. It is essential that purchasing is conducted

in a consistent, orderly, transparent, responsible and cost-effective manner in order to

avoid fruitless and wasteful expenditure. The NWHC’s funds must be managed

responsibly, ensuring that goods and services of the correct quality and quantity are

delivered at the right time and place.

2.0 INTRODUCTION

The North West Housing Corporation (hereinafter referred to as the "NWHC") is a

schedule (3)C public entity established in terms of the Public Finance Management Act

and had been established in terms of the North West Housing Corporation Act 24 of 1982

as amended. NWHC is a world class provider of sustainable, integrated and affordable

housing solutions.

The NWHC owns the Morula Sun Hotel and it has the following facilities: (See below)

It is the intention of the NWHC to lease the property and have it privately managed by a

branded hotelier to further enhance the overall offering of accommodation and the rest of

its facilities to the public.

Accordingly, NWHC is issuing this Request for Proposals (“RFP”), to which hotel

operators or teams (each a “Respondent”) can propose to become the selected hotel

operator for the hotel. Respondents must be in the hospitality industry and must offer:

world-class management expertise

global reservation system capabilities,

have experience in the management of hotels that are “Supper Upscale” or above,

The Respondent that is ultimately awarded a management services agreement (the

“Operator”) must demonstrate the ability to provide the following:

Technical Assistance Services;

Purchasing and Installation of Furniture, Fixtures, & Equipment (“FF&E”)/Operating

Supplies & Equipment (“OS&E”);

Pre-Opening Services, and;

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Ongoing Management and Operations of the Hotel (which is, “Management

Services”);

High-profile on tourism;

Direct access to Airport Transit System;

Active participation in development of the Hotels’ concepts and positioning;

Immediate penetration of a high barrier to entry market;

An opportunity for iconic design and certification;

Development with streamlined approvals,

Establishment of a global marketing platform at world-class standards

Excellent Management of supply constrained market.

3.0 PURPOSE AND OBJECTIVE OF THE RFP PROCESS

The purpose of this RFP is to select a first-class Operator of Upper Upscale or better

hotels to provide Management Services at the Morula Sun Hotel. The NWHC expects to

reach an agreement with an Operator as to the terms and conditions of a Management

Agreement providing Management Services.

The objectives of this RFP are to identify an Operator that:

Understands the NWHC’s Vision for the Hotel, and offers a suite of services and

experience aligned with that Vision;

Understands the nuances of the hotel submarket and comprehends the unique

opportunities and challenges related to operating the hotels;

Has successfully operated and managed Upper Upscale or above hotels in

multiple markets;

Provides and can demonstrate experience providing tailored, innovative

approaches to hotel operations;

Will compose and implement a comprehensive Operations Plan to ensure the

highest level of services for the Hotel; and

Achieves and maintains standards that meet or exceed NWHC’s goals.

4.0 CONTRACT AWARD

Based on proposals received to this RFP, it is the intent of the NWHC to select the

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highest-ranked and most responsive Respondent for contract negotiations. This RFP

does not in any way limit the NWHC's right to solicit contracts for similar or identical

services if, in the NWHC’s sole and absolute discretion, it determines Proposals received

are inadequate to satisfy its needs.

The NWHC has sole and absolute discretion over whether or not to select a

Respondent or Respondents for negotiations.

NWHC will select a Respondent or Respondents with whom NWHC staff and its

Legal Counsel shall commence negotiations. The selection of any proposal shall

not imply acceptance by the NWHC of all terms of the proposal(s), which may be

subject to further negotiation and approvals before the NWHC may be legally

bound thereby.

The Management Agreement is not considered to be awarded until the

negotiations are successfully concluded and the contract is approved by the

NWHC Board and subsequently executed by the CEO.

The Management of the hotel incorporates Corporate Social Investment/

Corporate Social Responsibility into their business system or strategy e.g.

community focused; employee focused; environmentally focused etc.

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5.0 DESCRIPTION OF FACILITIES AT THE HOTEL

Morula Resort Hotel, previously known as Morula Sun Hotel is located within the Gauteng Province in

Mabopane.

The table below quantifies the available facilities at the hotel.

ITEM DESCRIPTION QUANTITY

1. Presidential Rooms 1

2. Luxury Rooms 7

3. Standard Rooms 66

4. Gambling floor 4

5. Casino Bars 4

6. Lethabong Bar 1

7. Spar Bar 1

8. Calabash Kitchen 1

9. Staff Kitchens 2

10. Reception 1

11. Information Desk 1

12. Gaming Areas 4

13. Kids Gaming Area 1

14. Mini Shop 1

15. Security Control Room 1

16. Pools 2

17. Function Venues 2

18. Staff Entrance 1

19. Kitchen Stores 1

20. Cellar Stores 1

21. Access controlled gates

22. Gardens

23. Water Park with Thatched areas

24. Crèche

25. Library