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INVITATION TO BID (SBD 1) YOU ARE HEREBY INVITED TO BID FOR THE FOLLOWING SPECIFIED SUPPLY REQUIREMENTS BID NUMBER: NRF/SAASTA 30/2013-14 CLOSING DATE: 20 June 2014 CLOSING TIME 11:00 BID DESCRIPTION CALL FOR PROPOSALS: DST PROGRAMMATIC SUPPORT GRANT INTERVENTION FOR SCIENCE CENTRES – 2014/15 (Refer to paragraph 2 item 6 on page 13) Bidders are required to fill in and sign the written offer form (SBD7 Contract Form – Part 1) at end of this Invitation. Preferential Procurement System applicable (points for price: points for procurement preference): 90:10. Briefing Session / Site Visit Compulso ry / Not Compulso ry Date and Time: Location: EITHER PHYSICALLY OR BY COURIER ENVELOPE ADDRESSING: Tender Box situated at: 211 Didacta Building Nana Sita Street (Former Skinner Street) Bid Number and Name, Postal Address, Contact Name, Telephone Number and Page 1 of 47

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Page 1: INVITATION TO BID (SBD 1) - SAASTA | South … · Web viewThis support is part of the global strategy to use more than 1200 science centres worldwide, which employ staff of more than

INVITATION TO BID (SBD 1)

YOU ARE HEREBY INVITED TO BID FOR THE FOLLOWING SPECIFIED SUPPLY REQUIREMENTS

BID NUMBER: NRF/SAASTA 30/2013-14 CLOSING DATE: 20 June 2014 CLOSING

TIME 11:00

BID DESCRIPTION

CALL FOR PROPOSALS: DST PROGRAMMATIC SUPPORT GRANT INTERVENTION FOR SCIENCE CENTRES – 2014/15 (Refer to paragraph 2 item 6 on page 13)

Bidders are required to fill in and sign the written offer form (SBD7 Contract Form – Part 1) at end of this Invitation.

Preferential Procurement System applicable (points for price: points for procurement preference): 90:10.

Briefing Session / Site Visit

Compulsory / Not

Compulsory

Date and Time:

Location:

EITHER PHYSICALLY OR BY COURIER ENVELOPE ADDRESSING:

Tender Box situated at:

211 Didacta Building

Nana Sita Street (Former Skinner Street)

Pretoria

0001

AND OR ELECTRONICALLY TO [email protected]

Bid Number and Name, Postal Address, Contact Name, Telephone Number and email address on the envelope

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Bidders are required to deliver Bids to the correct address timeously. If the Bid is delivered late to the NRF address, it will not be considered.

All Bids must be submitted on the official forms in this invitation (not to be re-typed) with additional information supplied on attached supporting schedules.

This Bid is subject to the preferential procurement policy framework act and its 2011 regulations, the general conditions of contract (NRF website) and special conditions of contract as stipulated in this invitation.

ANY ENQUIRIES REGARDING THE BIDDING PROCEDURE DIRECTED TO:

Contact Person: Rose Mahlaule

Tel: +27 (0)12 392 9358

Email: [email protected]

ANY ENQUIRIES REGARDING TECHNICAL INFORMATION DIRECTED TO:

Contact Person: Thandamanzi Mtsweni

Tel: 011 551 5946

Email: [email protected]

Contact Person Shadrack Mkansi

Tel: 011 551 5948

Email: [email protected]

NAME OF BIDDER

REPRESENTED BY

POSTAL ADDRESS

PHYSICAL ADDRESS

TELEPHONE NUMBER CODE NUMBER

CELL PHONE NUMBER CODE NUMBER

FACSIMILE NUMBER CODE NUMBER

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E-MAIL ADDRESS

VAT REGISTRATION NUMBER

COMPANY REGISTRATION NUMBER

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DESCRIBE PRINCIPAL BUSINESS ACTIVITIES:

TYPE OF COMPANY/FIRM [Tick applicable box]

Partnership/Joint Venture/Consortium One person business/sole proprietor

Close Corporation Company

(Pty) Limited Other

COMPANY CLASSIFICATION [Tick applicable box]

Manufacturer Supplier

Professional Service Provider Other service providers e.g. transporter, etc.

Has an original and valid tax clearance certificate been submitted?[Tick Applicable Box]

Yes

No

Has a Preference Claim form claiming your Preference Points (SBD6.1) been submitted(a B-BBEE status level verification certificate must support preference points claimed)[Tick Applicable Box]

Yes

No

If Yes, who was the B-BBEE certificate issued by [Tick Applicable Box]

An accounting officer as contemplated in the Close Corporation Act (CCA)

A verification agency accredited by the South African Accreditation System (SANAS)

A registered auditor

Are you the accredited representative in South Africa for the goods/services/works offered? If Yes, please enclose proof.

Yes

No

Is the Bid Pack split into “Technical” and “Awarding” sections? Yes

No

Are certified copies of Certificate of Incorporation (as per entity type) enclosed? Yes

No

1.

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2. Background to the National Research Foundation and its Business Units

The National Research Foundation (“NRF”) is a juristic person established in terms of Section 2 of the National

Research Foundation Act, Act 23 of 1998 and a Schedule 3A Public Entity in terms of the Public Finance Management

Act. The NRF is the government’s national agency responsible for promoting and supporting research and human

capital development through funding, the provision of National Research Facilities and science outreach platforms

and programs to the broader community in all fields of science and technology, including natural science,

engineering, social science and humanities.

3. Background to SAASTA

The South African Agency for Science and Technology Advancement (SAASTA) is a business unit of the National

Research Foundation (NRF) with the mandate to advance public awareness, appreciation and engagement of science,

engineering and technology (SET) in South Africa. The NRF is the government’s national agency responsible for

promoting and supporting research and development of high-level skills in all fields of humanities, social and natural

sciences, engineering and technology.

4. Background to the Department of Science and Technology’s Programmatic Support Grant

Intervention

The Department of Science and Technology (DST) established, in 2004, a Programmatic Support Grant funding facility

to benefit science centres. The DST’s National Roll-out Plan for a Network of Science Centres in South Africa details

how the Department intends to provide support to science centres. However, implementation of the operational

support package defined in the National Roll-out Plan cannot take effect at this stage as the DST has not yet secured

the necessary funding from the National Treasury. Under these circumstances, the DST will continue to provide

programmatic support to science centres. This is based on the policy that was developed for the ad-hoc support that

DST was advised to provide to a small number of science centres.

This support is part of the global strategy to use more than 1200 science centres worldwide, which employ staff of

more than 100 000, attract about 250 million visitors and inject into the economy R10 billion, to increase the number

of youth especially those from previously disadvantaged areas who pursue careers in science, technology,

engineering and mathematics. In South Africa eight of the 34 science centres have reached 209 944 visitors through

outreach programmes using mobile labs acquired through PSGI funding.

The DST has mandated the South African Agency for Science and Technology Advancement (SAASTA), a business unit

of the National Research Foundation (NRF), to implement the Programmatic Support Grant Intervention (PSGI). PSGI

has been successfully implemented and has been rolled out over three phases. Due to the success of this

intervention, DST and SAASTA are planning to take PSGI to another phase from the 2014/2015 to 2016/2017 fiscal

years.

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5. Scope/Summary of Supply

The Network of Science Centres is a group of science centres that are interconnected, aligned to and supported by

the Department of Science and Technology.

“A science centre is a permanently established education facility that provides an interactive educational experience

through the use of interactive science, technology, engineering and mathematics exhibits, displays and

programmes”. (Norms and Standards, 2005)

In broadening the definition, the following notion of ‘interactivity’ was unpacked and understood to cover exhibits

and displays that can be handled and require a response, which ideally should be manual, mental, emotional and

social. Given this definition of interactivity, interactive exhibits could include the environment and botanical gardens.

Interactive exhibits and displays would be used to excite and entertain, as well as link educational experience to

learning outcomes.

This allows science centres to offer a range of science, mathematics, engineering and technology related activities

within their field of expertise according to the proposed project, activities or infrastructure, and the target

participants as stipulated in the detailed specifications. The scope also includes the Youth into Science Strategy’s

objectives and the Roll-Out Plan for the Network of Science Centres in South Africa, which is available on the SAASTA

website – www.saasta.ac.za.

6. Context

DST has earmarked some funds to support projects, activities and science centre developmental

resources proposed and implemented by various science centres around South Africa over three years.

SAASTA is inviting science centres through a call to submit innovative and creative proposals for

organising and implementing programmes during the 2014/15 financial year. Emerging science centres

can also apply for this funding. These programmes should contribute towards the growth of the

Science, Technology, Engineering and Mathematics (STEM) sector in South Africa. In general, science

centres are mostly designed to serve general science programmes and others have thematic

designs.The norms and standards document is available on the SAASTA website – www.saasta.ac.za.

The following is a list of current funded science centres, including the science centre association, SAASTEC:

1. Anglo American Science Centre

2. ArcelorMittal Newcastle Science Centre

3. ArcelorMittal Saldanha Bay Science Centre

4. ArcelorMittal Vanderbijlpark Science Centre

5. BOSTECPage 6 of 37

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6. BOYDEN Observatory

7. Cape Town Science Centre

8. FOSST Discovery Centre

9. Giyani Science Centre

10. HartRAO

11. Isibusiso Esihle Science Discovery Centre

12. iThemba Labs

13. Johannesburg City Parks

14. The KZN Science Centre

15. Mondi Science, Career Guidance and FET Skills Centre

16. Mothibistad Science Centre

17. NECSA

18. North West University Mafikeng Science Centre

19. North West University Potchefstroom Science Centre

20. National Zoological Gardens (NZG)

21. Olwazini Discovery Centre

22. Osizweni Discovery Centre

23. Penreach Shalamuka Science Centre

24. South African Astronomical Observatory (SAAO)

25. SAASTEC

26. SANSA

27. Sasol Inzalo Foundation

28. Sci-Bono Discovery Centre

29. Sci-Enza Science Centre

30. Nelson Mandela Bay Science Centre

31. University of Johannesburg Soweto Science Centre

32. University of Kwazulu Natal Science Centre (STEC-UKZN)

33. University of Limpopo Science Centre

34. UNIZUL Science Centre

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35. Vuwani Science Centre

For emerging science centres, the panel will recommend to DST based on the alignment of the centre to the DST’s

objectives and approval will be given by DST. The evaluation of the emerging science centres will be against YiSS

strategy and the criteria laid down in the Norms and Standard document of the DST, which include but are not

limited to geographic size and space; location and ownership; attendance; staffing; financial management and

funding; monitoring, evaluation and research; and partnership and networking.

7. Purpose of this Bid/Call/Request

The overall objective is to allow science centres, both emerging and existing to apply for funding to enhance their

science centres. The funding covers infrastructure development with centres and programmes (this includes

curriculum support to educators, learners and general public). Infrastructure development in this case refers to any

capital expenditure to equip the centres and not necessarily building the structure from the scratch. In order for a

developing science centre to apply for funding, there must be a structure in place and a person to manage the

centre. Science centres however may request funding for building extensions.

This call is specifically directed to science centres and science centres are centres that are aligned to and supported

by the Department of Science and Technology (DST). In the context of a network of science centres, “science” shall

include natural sciences, biological sciences, life sciences, technology, engineering and mathematical sciences. The

science centres aim to achieve the four objectives of the Youth into Science Strategy (YiSS). This includes science

centres with specialist and generic designs, full-service and limited service science centres, as well as mobile and

stationary science centres. Voluntary networks that do not fit the above definition shall not apply for this funding.

Two proposals will be submitted for programmatic Support Grant Intervention (PSGI) and National Science Week

(NSW), refer to separate proposal templates attached.

The implementation is to take place at different science centres from all over the country from 1 August to 14

February 2015.

The overall aim of the Programmatic Support Grant Intervention (PSGI) is to contribute to an environment that

enables science centres to respond to the following objectives of the Youth into Science Strategy (YiSS):

Promotion of science and technology literacy among youth and the general public;

Enhancement of learner participation and performance in science, technology, engineering and

mathematics (STEM);

Promotion of STEM career education.

Identification and nurturing of youth talent and potential in STEM

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8. Specification

(A detailed response must be attached to this document and, with this document, forms the Bidder’s Bid)

Applications for science centre infrastructure development and/or applications for programmes

Applications for participation in the National Science Week

Funding is only for science centres

Funding covers the purchase of exhibitions and support towards programmes

Funding for NSW; and funding for extension to existing buildings will be considered, on a case-by-case basis.

9. Timelines

Closing date and time for the call is 11:00am 20 June 2014

10. Call for participation

Proposals for programmatic support are invited from science centres, with attention to the (as per the above-

mentioned overall aims of PSGI) following requirements:

Greater participation of learners from all types of schools;

Promotion of science and technology literacy among youth and the general public;

Enhancement of learner participation and performance in science, technology, engineering and

mathematics (STEM);

Identification and nurturing of youth talent and potential in STEM;

Promotion of STEM career education;

Increased reach, especially in rural areas;

Use of visitor surveys to assess the impact of the programme;

Annual plan and

Separate detailed budget for National Science Week (NSW)

Budget summary for the funding with the total budget for NSW as one of the line items

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11. Project Budget

Price is fully inclusive of all costs; value added tax and other taxes.

Price must be in South African currency.

A full breakdown of costs, including detailed bill of materials, contingencies etc., must be provided.

SAASTA requires submission of itemised quotations for the interactive exhibits and mobile labs and other (please

specify).

SAASTA will not pay for the preparation of any proposals.

No request for management fees will be considered.

No administrative fees to be included.

No staff accommodation and Subsistence and Travel (S&T) will be considered.

The above-mentioned limitations are with exception to NSW activities/line items only. A separate budget for NSW

should be submitted.

SELECTION CRITERIA:

NO. ELEMENT

SCORE

(Delete which

is not

applicable)

1.Is the centre a science centre according to the definition in the Norms and Standards

from DST? List of existing science centres provided in section 5GO / NO GO

2.Does the centre aim to achieve the four objectives of the Youth Into Science Strategy

(YiSS) (Section 6)

GO / NO GO

FOR PROGRAMMATIC SUPPORT

NO. ELEMENT WEIGHTING SCORE

ACTIVITIES PROPOSED 100

1 The feasibility and cost effectiveness of the ACTIVITY proposed 60

2 Use of visitor surveys to assess the impact of the programme 10

3 Annual plan for the science centre 10

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4 A detailed budget for the ACTIVITY proposed 20

FOR NSW

The Evaluation Criteria for Pricing and Final Allocation are:

NO. ELEMENT WEIGHTING SCORE

ACTIVITIES PROPOSED 100

1 The cost effectiveness of the TRAVEL related aspects of the budget 252 The cost effectiveness of the EVENTS related aspects of the budget 103 The cost effectiveness of the CONSUMABLES related aspects of the budget 15

4 The cost effectiveness of the ADVERTISING / MARKETING related aspects of the budget 10

5 The cost effectiveness of the ADMINISTRATION FEES related aspects of the budget 15

6 The cost effectiveness of the PROFESSIONAL COSTS related aspects of the budget 25

12. Application and Submission of Proposal Form (SBD 3)

For SAASTA office use only

Project: SAASTA Ref Number: Closing Date: To be confirmed

Please complete all fields of this form, stating N/A (not applicable) where appropriate. Additional information is provided at the end of the document.

SECTION A: ORGANISATION PROFILE

A1. Organisations’ Background Information

Name of Organisation / Institution

Type of Organisation / Institution

(Example: Higher Education Institute. Science Council, etc.)

Organisation’s Reference / Registration / VAT Number

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A1. Organisations’ Background Information

Province where the Organisation / Institution is located

District Municipality where the Organisation / Institution is located

Physical Address for courier purposes

(Please complete if different from the Project Leader)

Postal Address of Organisation / Institution

Organisations’ Contact Details

(Please supply both landline and Cellular Number)

Organisations’ / Institution’s Fax Number

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A1. Organisations’ Background Information

Organisations’ / Institution’s e-mail address

A3. Organisation / Institution Banking Details

Name of account holder

Type of account

Name of Bank

Branch

Bank Branch Code

Bank Account Number

A4. Organisation / Institution Business Profile

Number of Employees

Organisation Management

(Example: CEO, Director, HOD, partners etc.)

Name Position

Nature of Core Business

Indicate Financial Controls in Place

Date of Last Audited Annual Financial Statement

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A2. General Project Administration Information

Authorized Signatory for Organisation / Institution

Name Position

Name and designation of Project Financial Administrator

Name Position

Alternative Contact Person if Project Leader is Unable to Complete Obligations

Name Position

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Name and Address of Auditors

A5. Details of Project Leader

Title and Surname

Full Names

Nationality

Identity Number

Current Position in the Organisation / Institution

Similar Projects Undertaken Previously

Contact Number (Landline and Cellular Phone)

Fax Number

E-mail Address

Physical Address

Highest Academic Qualifications

Summary of Relevant Experience

Brief Career History

Recent Publications

(Maximum 5 lines)

Number of team members assisting Project Leader with NSW

A7. Details of Project Team (add more rows if need be)

– List the potential facilitators Highest Qualification and Relevant Experience

A8. List of potential Collaborators participating in National Science Week (add more rows if need be)

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SECTION D: REFEREES Please provide the names and contact details of three reputable persons whom can attest to the quality of your work.

Name & Designation Organization Contact Details Email

13. Branding

11.1. All documents/items to be developed for the project, e.g. notes, forms,

programmes, etc. must comply with the branding rules as set out in the contract.

Refer to the SAASTA website for branding guidelines.

11.2. The successful applicant agrees, for publicity purposes, to use the SAASTA, DST and

NSW logos on all materials (this includes educational material) produced for this

project. Logos are available for download from: www.saasta.ac.za – Resources >

Logo library. When using these logos, the DST logo must always be situated at the

top, centre of the material, the NSW logo at the bottom in the middle. The SAASTA

logo at the bottom right and your own logo can be used in the bottom left-hand

corner. Your logo and the SAASTA logo must be smaller than the NSW logo in order

for it to be more visible.

11.3. Submit all documents to SAASTA for approval prior to printing and distribution in

order to ensure correct branding.

11.4. Acknowledge DST support in all appropriate corporate materials e.g. Annual

Reports, Certificates, Prizes etc.

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14. Programmatic Support Grant Intervention Activities

ACTIVITY (what you propose to do) INPUT (provide a breakdown of the resources required to undertake the activity)

OUTPUT (provide a detailed breakdown of the products of the activity)

BUDGET (provide a detailed breakdown of the cost associated with each input) NB: Price is fully inclusive of all costs; value added tax and other taxes

OUTCOME/IMPACT (provide a description of the benefits of the activity)

Activity 1:

Activity 2:

Activity 3:

etc.

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The following section will be taken from the terms of reference of the NSW

15. National Science Week Activities

Science centres are to offer a range of science, mathematics, engineering and technology related activities within

their field of expertise according to the theme, sub-theme, five main topics and target participants as stipulated in

the detail specifications. The scope also includes the NSW 5 Year Implementation Strategy document, which is

available on the SAASTA website (www.saasta.ac.za). Respond according to the NSW call requirements.

This includes:

Provision of activities within your field of expertise where applicable, but not limited to.

Price is fully inclusive of all costs; value added tax and other taxes.

Detailed proposal including detailed calculations must be submitted on the prescribed template below and

also in electronic format.

Science centres are required to submit their proposal on the standard template set out below.

The SBD3 template allows for fair, transparent and efficient evaluation of proposals received.

16. Goals for national science week

14.1. to change the perception that developed over the past years that the NSW is an initiative for school-

based youth only,

14.2. to broaden, consolidate and deepen the gains made since the inception of the NSW in 2000, and to

encourage people to participate in the NSW from wherever they are, even if their circumstances deny

them to be at the formal sites hosting the initiative’s activities.Theme for 2014

15. The Theme for NSW 2014

15.1. The theme for NSW 2014 is “Today science, tomorrow’s world

The suggested theme encapsulates the following objectives that are embedded in the intent of the NSW:”

15.1.1. That science will enable us to improve our country and our world

15.1.2. That science is relevant today and that scientific endeavour, interest and literacy are for

everyone;

15.1.3. That the youth should choose science as it is the key to the future;

15.1.4. That there are many new frontiers of science today that are worth celebrating and which will

enable us to build our future.

15.2. Sub-theme - “International year of crystallography” (IYCr2014). The International Year of Crystallography 2014 (IYCr2014) commemorates not only the centennial of X-ray diffraction, which

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allowed the detailed study of crystalline material, but also the 400th anniversary of Kepler’s observation in 1611 of the symmetrical form of ice crystals, which began the wider study of the role of symmetry in matter

The major objectives of the International Year of Crystallography 2014 are:15.2.1. to increase public awareness of the science of crystallography and how it underpins most

technological developments in our modern society;15.2.2. to inspire young people through public exhibitions, conferences and hands-on demonstrations in

schools;15.2.3. to illustrate the universality of science;15.2.4. to intensify the programme Crystallography across South Africa;15.2.5. to foster international collaboration between scientists worldwide, especially North–South

contributions;15.2.6. to promote education and research in crystallography and its links to other sciences;15.2.7. to involve the large synchrotron and neutron radiation facilities worldwide in the celebrations of

IYCr2014, including the SESAME project set up under UNESCO auspices;

See the following website for more info: http://www.iycr2014.org/about;

15.3. The main messages to be conveyed are, but not limited to: 15.3.1. South African Inventions15.3.2. Women in Science 15.3.3. Indigenous Knowledge15.3.4. Mathematics 15.3.5. Robotics15.3.6. Nanotechnology15.3.7. Biotechnology15.3.8. Astronomy and Space Technologies

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(02 – 09 August 2014)

Logic Framework template for proposed proposal: - 4 Objectives.

Objective One

To popularize science to the broader South African society (add more rows if need be for more activities)

Activities

What you propose to do to accomplish this objective

Duration of activity:

Target participants

Who this activity intended for (learners, educators, public) including number

Inputs

What resources do you require for activities – the items budgeted for

Outputs

A) Immediate, tangible results from the activity –e.g. number trained, services provided

B) State advertisements / marketing of activities

Reference:

List all reference materials / people utilized including contact details:

Responsible person: to relay this message: i.e. Facilitator Name and Qualification and contact details.

Municipal District to be covered: (refer to district list attached)

Example:

There will be a showcase addressing the

Learners – 500

Educators 50

Public - 2000

2L bottles,

empty cans,

String etc.

Audience will be able to identify water saving techniques and create apparatus from recycling at no cost.

WEBSITE: WWW.WATERRECYCLE PROJECTS.CO.ZA

Facilitator: Prof. Joe Soap

DSc(Nuclear Physics)

Capricorn District

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usage of the recycled material on how to make our homes energy efficient. Activities that will benefit the community and cope with the drought as a natural hazard.

5 days – 2 hours per day

082 123 9874

[email protected]

Activity 1:

Activity 2:

Activity 3:

Activity 4:

Activity 5:

Activity 6:

Objective Two

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To serve as a vehicle for showcasing local innovations in science and technology, and the leadership role of the DST and other government departments in enabling research, development and innovation (add more rows if need be for more activities)

Activities

What you propose to do to accomplish this objective

Duration of activity:

Target participants

Who this activity intended for (learners, educators, public) including number

Inputs

What resources do you require for activities – the items budgeted for

Outputs

A) Immediate, tangible results from the activity –e.g. number trained, services provided

B) State advertisements / marketing of activities

List all reference materials utilized:

Responsible person to relay this message: i.e. Facilitator Name and Degree:

Municipal District to be covered: (refer to district list attached)

Activity 1:

Activity 2:

Activity 3:

Activity 4:

Activity 5:

Objective Three

To make STEMI appealing to learners such that they consider SET as preferable career options (add more rows if need be for more activities)

Activities

What you propose to do to accomplish this objective

Target participants

Who this activity intended for (learners, educators, public) including number

Inputs

What resources do you require for activities – the items

Outputs

A) Immediate, tangible results from the activity –e.g. number trained, services

List all reference materials utilized:

Responsible person to relay this message: i.e. Facilitator Name and Degree:

Municipal District to be covered: (refer to district list attached)

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Duration of activity: budgeted for provided

B) State advertisements / marketing of activities

Activity 1

Activity 2

Activity 3

Activity 4:

Activity 5:

Objective Four

To familiarize targeted audience with the science linked to areas in South Africa has the knowledge and/or geographic advantage so as to contribute in making them informed and critically engaged citizens. (add more rows if need be for more activities)

Activities

What you propose to do to accomplish this objective

Duration of activity:

Target participants

Who this activity intended for (learners, educators, public) including number

Inputs

What resources do you require for activities – the items budgeted for

Outputs

A) Immediate, tangible results from the activity –e.g. number trained, services provided

B) State advertisements / marketing of activities

List all reference materials utilized:

Responsible person to relay this message: i.e. Facilitator Name and Degree:

Municipal District to be covered: (refer to district list attached)

Activity 1

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Activity 2

Activity 3

Activity 4:

Activity 5:

Detailed budgets that include VAT must be submitted in the range as stipulated in the call depending on the capacity of the organization and intended reach of project. Please provide full details of all expected costs for the project (list separately under the main headings) as outlined in the table below and refer to footnote regarding capital equipment1.

Capital equipment: NSW portion of the Grants do not fund the purchase of fixed assets.

Travel and subsistence rates: Rates used must adhere to NRF policies, specifically:

Accommodation costs are limited to a maximum of R900-00 for bed and breakfast. Daily allowance/subsistence costs of R210 for full 24 hours away or R8.75 per an hour for incomplete day up to a maximum of R210 per day;

Maximum rate for use of privately owned motor vehicles is: R3.24 per km.

Minimum of 40% of the total number reached must be public

Proposals ranging from R20 000 to R250 000 are invited depending on (1) capacity of the organisation and (2) the intended audience reach of the project with the proposals setting out the costing per activity.

1

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SECTION B: PROJECT DETAILS – EXAMPLE:

Total amount requested per line item: 24670 PROFESSIONAL COSTS

TRAVEL & SUBSISTANCEKM claim to indicatin to and

from destinations TRANSPORT CONSUMABLES EVENT COSTS PRODUCTION & PRINTING ADMIN & SUPPORT

10 % Management Fee: 2467 11250 720 9000 0 2000 1500 200

27137

DATE:

PUBL

IC p

er a

ctivi

ty

per d

ay

LEAR

NER

S pe

r ac

tivity

per

day

EDUC

ATO

RS p

er

activ

ity p

er d

ay

REPE

AT A

UDIE

NCE

yes /

no

Y / N02-Aug 1000 n YES03-Aug 1000 n YES04-Aug 100 20 n NO05-Aug 100 20 n YES06-Aug 100 20 n07-Aug 100 20 n08-Aug 100 20 n09-Aug 1000 n

3000 500 100

ref # PROFESSIONAL COSTS

TRAVEL & SUBSISTANCEKM claim to indicating to and

from destinations TRANSPORT CONSUMABLES EVENT COSTS PRODUCTION & PRINTING ADMIN & SUPPORT

a 11250b 270c 360d 90e 9000f 2000g 1500h 150j 50kl

TOTAL : 11250 720 9000 0 2000 1500 200

Printing maths questionaires and pamphlets 1000 x R1.50Courier fees for contract for NSW

3 facilitators 2 hours per day for 5 days @ R375 per hour

24670

Facilitator 1) from Pretoria to Brokhorstspruit 45km x 2 @ R3-00 per kmFacilitator 2) from Pretoria to Benoni 60km x 2Facilitator 3) from Pretoria to Midrand 15km x 23 busses to transport learners from Daveyton to Benoni @ R3000 per busHall hire in Benoni @ 1000 per day x 2

FINANCIAL REPORT - BUDGET FOR THE PERIOD OF 2 AUGUST 2014 TO 9 AUGUST 2014

SERVICE PROVIDER:

Total costs for all activities combines to reflect here:

Total amount requested from SAASTA:

Airtime

Objective 4: to familiarize targeted participants with the science linked to areas in which South Africa has knowledge and/or geographic advantage so as to contribute in making them informed and critically engaged citizens.

Topic & detailed content of activity:

Mathematics in our daily lives: Two presenters from maths organisations are invited to show learnrs a numbers of ways maths is applied in our daily lives. Presentations on Patterns, Fibonacci numbers and Phylotaxis will be provided. 3 Presenters will present simulanteously at 3 schools per day for 5 days.

TOTAL3600

TARGET AUDIENCE ACTIVITY NUMBER: ONE

Does the activity cover any of the objectives listed below?

Objective 1: to popularize science to the broader South African society,

Objective 2: to serve as a vehicle for showcasing local innovations in science and technology, and the leadership role of the DST and other government departments in enabling research, development and innovation,

Objective3: to make STEMI appealing to learners, such that they consider SET as preferable career options

TOTA

L CO

ST P

ER

ACTI

VITY

BREAK DOWN COST PER ACTIVITY

Detailed description of planned expenditure

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EXAMPLE

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Double click on the spread sheet below to capture your budget per activity:

6-Aug

7-Aug

8-Aug

9-Aug

TOTAL0 0 0 10

0BREAK DOWN COST PER ACTIVITY

ref # Detailed description of planned expenditure PROFESSIONAL COSTS1a

0

1b1c1d1e1f

Topic & detailed content of activity:

TOTA

L CO

ST P

ER

ACTI

VITY

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Annexure: A

Municipal Districts in South Africa

# Name RATING Province

1 Alfred Nzo District Municipality 3

EC

2 Amathole District Municipality 2

3 Buffalo City Metropolitan Municipality 2

4 Cacadu District Municipality 2

5 Chris Hani District Municipality 3

6 Nelson Mandela Bay Metropolitan Municipality 1

7 OR Tambo District Municipality 2

8 Joe Gqabi District Municipality 3

9 Fezile Dabi District Municipality 2

FS

10 Lejweleputswa District Municipality 3

11 Mangaung Metropolitan Municipality 1

12 Thabo Mofutsanyana District Municipality 3

13 Xhariep District Municipality 3

14 City of Johannesburg Metropolitan Municipality 1

GP

15 City of Tshwane Metropolitan Municipality 1

16 Ekurhuleni Metropolitan Municipality 2

17 Sedibeng District Municipality 2

18 West Rand District Municipality 2

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19 Amajuba District Municipality 2

KZN

20 eThekwini Metropolitan Municipality 1

21 iLembe District Municipality 3

22 Sisonke District Municipality 3

23 Ugu District Municipality 2

24 uMgungundlovu District Municipality 2

25 uMkhanyakude District Municipality 3

26 uMzinyathi District Municipality 3

27 uThukela District Municipality 3

28 uThungulu District Municipality 2

29 Zululand District Municipality 3

30 Capricorn District Municipality 1

LP

31 Mopani District Municipality 1

32 Sekhukhune District Municipality 3

33 Vhembe District Municipality 1

34 Waterberg District Municipality 3

35 Ehlanzeni District Municipality 1

MP36 Gert Sibande District Municipality 2

37 Nkangala District Municipality 2

38 Frances Baard District Municipality 1

NC

39 John Taolo Gaetsewe District Municipality 3

40 Namakwa District Municipality 3

41 Pixley ka Seme District Municipality 3

42 Siyanda District Municipality 3

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43 Bojanala Platinum District Municipality 3

NW44 Dr Kenneth Kaunda District Municipality 1

45 Dr Ruth Segomotsi Mompati District Municipality 3

46 Ngaka Modiri Molema District Municipality 1

47 Cape Winelands District Municipality 1

WC

48 Central Karoo District Municipality 3

49 City of Cape Town Metropolitan Municipality 1

50 Eden District Municipality 3

51 Overberg District Municipality 1

52 West Coast District Municipality 1

TOTAL

B-BBEE STATUS LEVEL OF CONTRIBUTION

(Per SBD 6.1 below)

Level Preference Points Claimed

Are detailed price schedules attached? Yes No

Does the offer comply with the specification(s)? Yes No

If the offer does not comply to specification, indicate deviation(s) in a separate attached schedule.

SUB-CONTRACTING

Will any portion of the contract be sub-contracted? Yes No

If Yes, indicate:

(i) What percentage of the contract will be subcontracted? %

(ii) The name of the sub-contractor?

(iii) The B-BBEE status level of the sub-contractor?

(iv) Whether the sub-contractor is an EME? Yes No

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-BBEE status level of contribution 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;

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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 above, 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 contribution 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 Bidder from the bidding process;

b) Recover costs, losses or damages it has incurred or suffered as a result of that Bidder’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) Restrict the Bidder or contractor, its shareholders and directors, or only the shareholders and

directors who acted on a fraudulent basis, from obtaining business from any organ of state

for a period not exceeding ten (10) years, after the audi alteram partem (hear the other side)

rule has been applied; and forward the matter for criminal prosecution

v. A Bidder will not be awarded points for B-BBEE status level if it is indicated in the Bid documents that

such a Bidder intends sub-contracting more than 25% of the value of the contract to any other enterprise

that does not qualify for at least the points that such a Bidder qualifies for, unless the intended sub-

contractor is an EME that has the capability and ability to execute the sub-contract.

vi. A Bidder awarded a contract may not sub-contract more than 25% of the value of the contract to any

other enterprise that does not have an equal or higher B-BBEE status level than the Bidder concerned,

unless the contract is sub-contracted to an EME that has the capability and ability to execute the sub-

contract.

16. PREFERENCE POINTS CLAIM FORM (STANDARD BIDDING DOCUMENT 6.1)

POINTS AWARDED FOR B-BBEE STATUS LEVEL OF CONTRIBUTION

In terms of Regulation 5 (2) and 6 (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:

however science centres will be exempted from this clause.

B-BBEE Status Level of

Contributor

Number of points

(90/10 system)

Number of points

(80/20 system)

1 10 20

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3 8 16

4 5 12

5 4 8

6 3 6

7 2 4

8 1 2

0 0 0

B-BBEE STATUS LEVEL OF CONTRIBUTION CLAIMED IN TERMS OF THE ABOVE TABLE

B-BBEE Status Level of Contribution: = (maximum of 10 or 20 points)

(Points claimed must be in accordance with the table reflected above and must be substantiated by means of a B-

BBEE certificate issued by a Verification Agency accredited by SANAS or a Registered Auditor approved by IRBA or an

Accounting Officer as contemplated in the CCA).

SUB-CONTRACTING

Will any portion of the contract be sub-contracted? Yes No

If Yes, indicate:

(v) What percentage of the contract will be subcontracted? %

(vi) The name of the sub-contractor?

(vii) The B-BBEE status level of the sub-contractor?

(viii) Whether the sub-contractor is an EME? Yes No

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-BBEE status level of contribution of the foregoing certificate, qualifies the company/ firm for

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

vii. The information furnished is true and correct;

viii. The preference points claimed are in accordance with the General Conditions as indicated in Paragraph 1

of this form.

ix. In the event of a contract being awarded as a result of points claimed as shown above, the contractor

may be required to furnish documentary proof to the satisfaction of the purchaser that the claims are

correct;

x. If the B-BBEE status level of contribution has been claimed or obtained on a fraudulent basis or any of Page 30 of 37

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the conditions of contract have not been fulfilled, the purchaser may, in addition to any other remedy it

may have –

e) Disqualify the Bidder from the bidding process;

f) Recover costs, losses or damages it has incurred or suffered as a result of that Bidder’s

conduct;

g) 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;

h) Restrict the Bidder or contractor, its shareholders and directors, or only the shareholders and

directors who acted on a fraudulent basis, from obtaining business from any organ of state

for a period not exceeding ten (10) years, after the audi alteram partem (hear the other side)

rule has been applied; and forward the matter for criminal prosecution

xi. A Bidder will not be awarded points for B-BBEE status level if it is indicated in the Bid documents that

such a Bidder intends sub-contracting more than 25% of the value of the contract to any other enterprise

that does not qualify for at least the points that such a Bidder qualifies for, unless the intended sub-

contractor is an EME that has the capability and ability to execute the sub-contract.

xii. A Bidder awarded a contract may not sub-contract more than 25% of the value of the contract to any

other enterprise that does not have an equal or higher B-BBEE status level than the Bidder concerned,

unless the contract is sub-contracted to an EME that has the capability and ability to execute the sub-

contract.

xiii.

17. The NRF’s Conditions of Contract

a) NATIONAL TREASURY GENERAL CONDITIONS OF CONTRACT

General Conditions of Contract, as issued by National Treasury, are part of this contractual agreement and are made available on the NRF Website (www.nrf.ac.za. Click on “Bids” and select “Call for Bids”).

The Conditions of Contract stipulated in this Bid invitation form part of the Conditions of Contract applying to this document.

b) BID RESPONSE PREPARATION COSTS

The NRF is NOT liable for any costs incurred by a bidder in the process of responding to this Bid, including on-site presentations and the proposal a service provider may make and/or submit.

c) CANCELLATION PRIOR TO AWARDING

The NRF has the right to withdraw and cancel the Bid.

d) LATE BIDS.

Bids submitted after the stipulated closing date (and time) is not considered.

e) COLLUSION, FRAUD AND CORRUPTION

Any effort by Bidder/s to influence Bid evaluation, Bid comparisons or Bid award decisions in any manner may result in the rejection of the Bid concerned.

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f) CONFIDENTIALITY

The successful Bidder agrees to sign a general confidentiality agreement with the NRF.

g) VALIDITY PERIOD

The Bid has a validity period of 360 days from date of closure of the Bid.

h) VALIDATION OF SUBMITTED DOCUMENTATION

The NRF has the right to have any documentation submitted by the Bidders inspected by another technical body or organisation.

i) PRESENTATIONS AND PROOF OF CONCEPT

The NRF has the right to call interviews/presentations/pitching sessions as well as proof of concept sessions with short-listed service providers before the final selection is done.

j) INTELLECTUAL PROPERTY PROVIDED IN THE BID INVITATION

All the information contained in this document is intended solely for the purposes of assisting Bidders to prepare their Bids. Any use of the information contained herein for other purpose than those stated in this document is prohibited.

The ownership and intellectual property rights of all designs, specifications, programming code and all other documentation provided by the NRF to the Bidder, both successful and unsuccessful, remain the property of the NRF

k) INTELLECTUAL PROPERTY CONTAINED IN THE DELIVERABLES

The ownership and intellectual property rights of all designs, specifications, programming code and all other documentation required as part of the delivery to the NRF reside with the NRF.

18. SUPPLIER DUE DILIGENCE

DECLARATION OF INTEREST (STANDARD BIDDING DOCUMENT 4)

Any legal person, including persons employed by the State¹, 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 an advertised competitive Bid, a limited Bid, a proposal or written price quotation). 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 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/s person who is/are 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.

In order to give effect to the above, the following questionnaire must be completed and submitted with this Bid.

Full Name of Bidder or his/her representative:

Identity Number:

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Position occupied in the Company (director, trustee, shareholder², member):

Registration number of company, enterprise, close corporation, partnership agreement or trust:

Tax Reference Number:

VAT Registration Number:

The names of all directors/trustees/shareholders/members, their individual identity numbers,

tax reference numbers and, if applicable, employee/PERSAL numbers must be indicated in a

separate schedule including the following questions:

Schedule attached with the above details for all

directors/members/shareholdersYes No

Are you or any person connected with the Bidder presently employed by the state? If so, furnish the following particulars in an attached schedule:

Yes No

Name of person/ director/ trustee/ shareholder/member:

Name of state institution at which you or the person connected to the Bidder is employed

Position occupied in the state institution

Any other particulars:

If you are presently employed by the State, did you obtain the

appropriate authority to undertake remunerative work outside

employment in the public sector? If Yes, did you attach proof of

such authority to the Bid document? If No, furnish reasons for

non-submission of such proof as an attached schedule

Yes No

(Note: Failure to submit proof of such authority, where applicable, may result in the

disqualification of the Bid.)

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

trustees /shareholders /members or their spouses conduct

business with the State in the previous twelve months? If so,

furnish particulars as an attached schedule:

Yes No

Do you, or any person connected with the Bidder, have 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? If so, furnish particulars as an attached

schedule.

Yes No

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Are you, or any person connected with the Bidder, aware of any

relationship (family, friend, other) between any other Bidder and

any person employed by the State who may be involved with the

evaluation and or adjudication of this Bid? If so, furnish particulars

as an attached schedule:

Yes No

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

of the company have any interest in any other related companies

whether or not they are bidding for this contract? If so, furnish

particulars as an attached schedule:

Yes No

DECLARATION OF BIDDER’S PAST SUPPLY CHAIN MANAGEMENT PRACTICES (STANDARD BIDDING DOCUMENT 8)

Item Question Yes No

Is the Bidder or any of its directors listed on the National Treasury’s Database

of Restricted Suppliers as companies or persons prohibited from doing

business with the public sector? If Yes, furnish particulars as an attached

schedule:

Yes No

The Database of Restricted Suppliers and Register for Tender Defaulters resides on the National Treasury’s

website (www.treasury.gov.za) and can be accessed by clicking on its link at the bottom of the home page.

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)? If Yes, furnish particulars as an attached schedule:Yes No

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? If Yes, furnish particulars as an attached schedule:Yes No

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? If Yes, furnish particulars as an attached schedule:Yes No

CERTIFICATE OF INDEPENDENT BID DETERMINATION (STANDARD BIDDING DOCUMENT 9)

I, the undersigned, in submitting this Bid in response to the invitation for the Bid made by the NATIONAL RESEARCH

FOUNDATION, do hereby make the following statements that I certify to be true and complete in every respect:

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

I understand that the Bid will be disqualified if this Certificate is found not to be true and complete in every

respect;

I am authorised by the Bidder to sign this Certificate, and to submit the Bid, on behalf of the Bidder;

Each person whose signature appears on the Bid has been authorised by the Bidder to determine the terms of, and

to sign, the Bid on behalf of the Bidder;

For the purposes of this Certificate and the accompanying Bid, I understand that the word “competitor” shall

include any individual or organisation, 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

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

consortium³ will not be construed as collusive bidding.

In particular, without limiting the generality of paragraphs 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 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.

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 Bid invitation relates.

The terms of this 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.

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 Page 35 of 37

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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

³ Joint venture or Consortium means an association of persons for the purpose of combining their expertise,

property, capital, efforts, skill and knowledge in an activity for the execution of a contract.

19. CONTRACT FORM - PURCHASE OF GOODS/WORKS/SERVICES (STANDARD BIDDING DOCUMENT 7)

20. PART 1 – WRITTEN OFFER (To Be Filled In By the Bidder)

I hereby undertake to supply all or any of the goods and/or works described in the attached bidding documents to

the NATIONAL RESEARCH FOUNDATION in accordance with the requirements and specifications stipulated in this

Bid document at the price/s quoted. My offer/s remains binding upon me and open for acceptance by the purchaser

during the validity period indicated and calculated from the closing time of Bid.

The following documents shall be deemed to form and be read and construed as part of this agreement even where

integrated in this document:

Invitation to Bid (SBD1) Technical Specification(s);

Bidder’s responses to technical specifications, capability requirements and capacity as attached

to this document

Pricing Schedule(s) (SBD3); Tax Clearance Certificate

Preference claims for Broad Based Black Economic Empowerment Status Level of Contribution

in terms of the Preferential Procurement Regulations 2011 (SBD6.1);

Declaration of Interest (SBD4); Declaration of Bidder’s past SCM practices

(SBD8);

Certificate of Independent Bid Determination

(SBD9)

General Conditions of Contract

I confirm that I have satisfied myself as to the correctness and validity of my Bid; that the price(s) and rate(s) quoted

cover all the goods and/or works specified in the bidding documents; that the price(s) and rate(s) cover all my

obligations and I accept that any mistakes regarding price(s) and rate(s) and calculations will be at my own risk.

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 fulfilment of this contract.

I declare that I have had no participation in any collusive practices with any Bidder or any other person regarding this Page 36 of 37

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or any other Bid.

I certify that the information furnished in these declarations (SBD4, SBD6.1, SBD 6.2 where applicable, SBD8, SBD9) is

correct and I accept that the state including the NRF may reject the Bid or act against me should these declarations

prove to be false.

I confirm that I am duly authorised to sign this contract.

NAME (PRINT)

CAPACITY

SIGNATURE

NAME OF FIRM

DATE

21. PART 2 – ACCEPTANCE OF WRITTEN OFFER

The National Research Foundation acceptance of this written offer is authorised by a duly delegated official of the

NRF and is communicated through either a written Letter of Award or, dependent on the complexity, a written

purchase order and such proof of authority is available upon request.

Page 37 of 37

WITNESSES

1

2

Date