THE APPOINTMENT OF A SERVICE PROVIDER FOR THE PROVISION OF DRUG TEST

THE APPOINTMENT OF A SERVICE PROVIDER FOR THE PROVISION OF DRUG TEST KITS FOR THE PERIOD OF FIVE (5) YEARS Virtual Briefing Session: 15 July 2022 at 11H30 RFP No.: Closing Date: RFP 11/2022 05 August 2022, 11h00

Table of Content 1. Welcome and Introduction 2. RFP Timelines 3. Governance, Rules and Procedures 4. Background and Scope of Work 5. Bid Evaluation Process 6. Price and B-BBEE 7. Financial Analysis 8. Services Agreements 9. RFP submission and contact details 10. Q&A 2

Bid Evaluation Committee Procurement Sourcing Lead: Corporate Real Estate – Project Oversight Governance, Compliance & Risk Specialist – Audit Tender Office – Bid Opening Value Delivery Planning – Price Evaluations B-BBEE Section – BEE Evaluations SARS Business Unit Bid Specification Committee Technical Evaluators Corporate Legal Services Legal Specialist 3

Table of Content 1. Welcome and Introduction 2. RFP Timelines 3. Governance, Rules and Procedures 4. Background and Scope of Work 5. Bid Evaluation Process 6. Price and B-BBEE 7. Financial Analysis 8. Services Agreements 9. RFP submission and contact details 10. Q&A 4

RFP TIMELINES ACTIVITY DATE DUE Advertisement of Bid in the: National Treasury Tender Portal. 06 July 2022 Tender documents on SARS website 06 July 2022 Non-compulsory virtual briefing session 15 July 2022 Last date for questions relating to RFP 27 July 2022 Bid Closing Date 05 August 2022 Notice to bidders October 2022 5

Table of Content 1. Welcome and Introduction 2. RFP Timelines 3. Governance, Rules and Procedures 4. Background and Scope of Service 5. Bid Evaluation Process 6. Price and B-BBEE 7. Financial Analysis 8. Services Agreements 9. RFP submission and contact details 10. Q&A 6

Purpose Non-Compulsory Briefing Session Purpose – explain selected concepts, procedures and other aspects of the RFP It may contain – additional information – additional rules that must be adhered to It does not – cover every item in the RFP – replace any of the issued RFP material – change any of the RFP rules unless explicitly communicated in writing The briefing session slides will be posted on the SARS website The RFP pack remains the primary source of information for the Bidder to respond. 7

Procedures during conference Questions during the session. - SARS will take written questions submitted during the session - SARS will review and focus on most pertinent themes arising from the questions and provide answers where possible - All questions and answers will be published as part of the wider Q & A process - The published answers will take precedence over any verbal response given in the briefing session The session is being recorded 8

Table of Content 1. Welcome and Introduction 2. RFP Timelines 3. Governance, Rules and Procedures 4. Background and Scope of Service 5. Bid Evaluation Process 6. Price and B-BBEE 7. Financial Analysis 8. Services Agreements 9. RFP submission and contact details 10. Q&A 9

BACKGROUND & SCOPE OF WORK Refer to Annexure A – Specifications Document 10

Table of Content 1. Welcome and Introduction 2. RFP Timelines 3. Governance, Rules and Procedures 4. Background and Scope of Work 5. Bid Evaluation Process 6. Price and B-BBEE 7. Financial Analysis 8. Services Agreements 9. RFP submission and contact details 10. Q&A 11

BID EVALUATION PROCESS Gate Gate 00 Invitation Invitation to to Bid Bid SBD SBD 11 Tax Tax Compliance Compliance status status pin pin Central Central Registration Registration Report Report (Central (Central Database Database System) System) Pre-Qualification from from NT NT SARS SARS Oath Oath // Affirmation Affirmation of of Secrecy Secrecy Declaration Declaration of of interest interest SBD SBD 44 Supplier Supplier cost cost and and risk risk assessment assessment questionnaire questionnaire Bid Bid Document Document -- SBD SBD 6.1 6.1 General General Conditions Conditions of of Contract Contract (GCC) (GCC) Gate Gate 11 Mandatory Requirements 12 BBBEE BBBEE –– BBBEE BBBEE Level Level 11 to to 33

BID EVALUATION PROCESS Gate Gate 22 Technical Evaluation 100 points Refer Refer to: to: Technical Technical Evaluation Evaluation Criteria Criteria as as per per Paragraph 8.4 of the Main RFP Document Paragraph 8.4 of the Main RFP Document Achieve overall score of 70 out of 100 points to be considered for Price and BBBEE Evaluations Gate Gate 33 Annexure Annexure B B –– Pricing Pricing Schedule Schedule Price and BBBEE B-BBEE B-BBEE Certificate/ Certificate/ Sworn Sworn Affidavit Affidavit Bid Bid Document Document -- SBD SBD 6.1 6.1 13

Table of Content 1. Welcome and Introduction 2. RFP Timelines 3. Governance, Rules and Procedures 4. Background and Scope of Work 5. Bid Evaluation Process 6. Price and B-BBEE 7. Financial Analysis 8. Services Agreements 9. RFP submission and contact details 10. Q&A 14

Bid Evaluation Process Gate 2 - Price Stage 1: Price Evaluation (80 points) Bidders are required to submit a fully completed and signed pricing schedule (Annexure B). 15

Bid Evaluation Process Gate 2 – B-BBEE B-BBEE points may be allocated to Bidders on submission of documentation or evidence as follows: Bidders MUST complete and sign the Bid Document - SBD 6.1 to claim the Bidder’s BBBEE preference points. 16

Bid Evaluation Process Gate 2 – B-BBEE The table below indicates the specific B-BBEE certification documents that must be submitted for this tender: JOINT VENTURES Incorporated JVs must submit the B-BBEE status of the entity. Unincorporated JVs must submit a consolidated B-BBEE certificate as if they were a group structure for every separate Bid. 17

Bid Evaluation Process Gate 2 – B-BBEE SARS reserves the right to request that bidders submit their Black ownership and turnover information in support of their Affidavits. Affidavits must be sworn or affirmed before a person authorized to administer the oath or take the affirmation. The deponent must then sign the affidavit in the presence of Commissioner of Oaths It is not permissible to backdate or postdate an affidavit. The backdating or postdating makes the affidavit misleading and irregular. The date on the affidavit is the date on which the deponent is saying that the information stated in the affidavit is true. The signature of the deponent and the Commissioner of Oaths must be on the same day. The Commissioner must give their details on the affidavit.(Usually the commissioner stamp and signature) 18

JOINT VENTURES AND SUB -CONTRACTING Joint Ventures and Consortiums A trust, consortium or joint venture (including unincorporated consortia and joint ventures), will qualify for points for their B-BBEE status level as a legal entity, provided that the entity submits their consolidated B-BBEE status level Verification Certificate scorecard and that such a consolidated BBBEE scorecard is prepared for every separate bid. Proof of Existence: Joint Ventures Bidders must submit proof of the existence of joint ventures arrangements. SARS will accept signed agreements as acceptable proof of the existence of a joint venture arrangement. The above-mentioned joint venture agreement must clearly set out the roles and responsibilities of the Lead Partner and the joint venture party. The agreement must also clearly identify the Lead Partner, who shall be given the power of attorney to bind the other party/parties in respect of matters pertaining to the joint venture arrangement. 19

JOINT VENTURES AND SUB -CONTRACTING SUB-CONTRACTING Bidders who want to claim preference points will have to comply fully with regulations 11(8) and 11(9) of the Preferential Procurement Regulations, 2011 with regard to sub– contracting: A person must not be awarded points for B-BBEE status level if it is indicated in the tender documents that such a tenderer 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 tenderer qualifies for, unless the intended sub-contractor is an Exempted Micro Enterprise that has the capability and ability to execute the sub-contract. 20

Bid Document - SBD 6.1 21

Table of Content 1. Welcome and Introduction 2. RFP Timelines 3. Governance, Rules and Procedures 4. Background and Scope of Work 5. Bid Evaluation Process 6. Price and B-BBEE 7. Financial Analysis 8. Services Agreements 9. RFP submission and contact details 10. Q&A 22

FINANCIAL ANALYSIS SARS is responsible for an appropriate procurement system as per Public Finance Management Act (PFMA) which is: Fair Equitable Transparent Competitive Cost Effective 23

FINANCIAL ANALYSIS Complete Sets of Audited/ Independently Reviewed Annual Financial Statements Signed Auditors Statement of Comprehensive Income (Income Statement) Statement of Financial Position (Balance Sheet) Statement of Cash Flows (Cash Flow Statement) Accompanying / Accounting Officers Opinions Unabridged Notes for ALL of the above documents Less than 3 Financial Periods Explanatory Letter Financial statements in Bidding Companies Name Subsidiary submitting holding company’s F/S must also furnish a Performance Guarantee 24

Table of Content 1. Welcome and Introduction 2. RFP Timelines 3. Governance, Rules and Procedures 4. Background and Scope of Work 5. Bid Evaluation Process 6. Services Agreements 7. RFP submission and contact details 8. Q&A 25

AGREEMENTS SERVICE LEVEL AGREEMENT (SLA) The draft Service Level Agreement (SLA) constitutes the specialised terms and conditions upon which SARS is prepared to contractually engage the prospective Bidder(s) to render the services under this bid. Bidders are requested to indicate their acceptance of the terms and conditions set out in the draft SLA. SARS will sign the SLA with the Successful Bidder and must be accepted by the Successful Bidder by signing and dating the document before any work can be commence 26

Table of Content 1. Welcome and Introduction 2. RFP Timelines 3. Governance, Rules and Procedures 4. Background and Scope of Work 5. Bid Evaluation Process 6. Services Agreements 7. RFP submission and contact details 8. Q&A 27

BID SUBMISSION Bidders must submit copies of each file and a CD-ROM or USB with content of each file by 05th August 2022 at 11:00 Bid documents will only be considered if received by SARS before the Closing Date and time, regardless of the method used to send or deliver such documents to SARS 22 11 Content of File 1 and 2 TENDER BOX Tender Office SARS Procurement, Lehae La SARS Head Office,299 Bronkhorst Street Niew Mucleneuk, Pretoria Any enquiries must be referred, in writing via email: [email protected] 28

FILE 1: Exhibit Exhibit 11 Exhibit Exhibit 22 Exhibit Exhibit 33 Pre-qualification documents (SBD documents)) Technical Responses Supporting documents for technical responses General Conditions of Contract (GCC) Draft Services Level Agreement (Bidders to indicate their acceptance) 29

FILE 2 Exhibit Exhibit 11 B-BBEE Certificate or Sworn Affidavit together with completed SBD 6.1 Exhibit Exhibit 22 Pricing Schedule. Exhibit Exhibit 22 Latest 3 year audited/reviewed financial statements 30

Table of Content 1. Welcome and Introduction 2. RFP Timelines 3. Governance, Rules and Procedures 4. Background and Scope of Work 5. Bid Evaluation Process 6. Services Agreements 7. RFP submission and contact details 8. Q&A 31