EOI No. 8008/25/07/2019 Page 1 of 16

Expression of Interest (EOI)

The provision of professional services for Foundry Technology Process Optimisation and Productivity

Improvement offered by the NFTN for the CSIR

EOI No. 8008/25/07/2019

Date of Issue 11 July 2019

Closing Date 25 July 2019

Place Tender box, CSIR Main Reception, Gate 3 ( North Gate)

Enquiries Strategic Procurement Unit E-mail: tender@csir.co.za

CSIR business hours 08h00 – 16h30

Category Professional Services

EOI No. 8008/25/07/2019 Page 2 of 16

TABLE OF CONTENTS

SECTION A – TECHNICAL INFORMATION 3

INTRODUCTION 3

BACKGROUND 3

INVITATION FOR EXPRESSION OF INTEREST 4

EOI SPECIFICATIONS (OVERVIEW OF REQUIREMENTS) 4

FUNCTIONAL EVALUATION CRITERIA 6

ELIMINATION CRITERIA 7

NATIONAL TREASURY CENTRAL SUPPLIER DATABASE (CSD) REGISTRATION 8

SECTION B – TERMS AND CONDITIONS 9

VENUE FOR EOI SUBMISSION 9

EOI PROGRAMME 9

SUBMISSION OF RESPONSES 9

DEADLINE FOR SUBMISSION 10

EVALUATION PROCESS 10

ENQUIRIES AND CONTACT WITH THE CSIR 10

MEDIUM OF COMMUNICATION 10

COST OF EXPRESSION OF INTEREST 10

CORRECTNESS OF RESPONSES 11

VERIFICATION OF DOCUMENTS 11

ENGAGEMENT OF CONSULTANTS 11

TRAVEL EXPENSES 11

ADDITIONAL TERMS AND CONDITIONS 12

CSIR RESERVES THE RIGHT TO: 12

DISCLAIMER 13

ANNEXURE A 14

EOI No. 8008/25/07/2019 Page 3 of 16

SECTION A – TECHNICAL INFORMATION

INTRODUCTION

The Council for Scientific and Industrial Research (CSIR) is one of the leading scientific

research and technology development organisations in Africa. In partnership with national and

international research and technology institutions, CSIR undertakes directed and

multidisciplinary research and technology innovation that contributes to the improvement of

the quality of life of South Africans. The CSIR’s main site is in Pretoria while it is represented

in other provinces of South Africa through regional offices. An expression of interest (EOI) is

required in order to establish a pool of suitable pre-qualified foundry technology specialists

from which their availabilities to perform the task is established and their acceptance of a fixed

service fee is confirmed, within a limited period, to provide specified services as part of future

proposals.

BACKGROUND

The National Foundry Technology Network (NFTN), recruits and responds to requests for

proposals or quotations from our clients for various forms of services. The group also enables,

support and implements service delivery to local foundries national wide. This may require that

we include specialist expertise external to the CSIR as part of the CSIR proposal. Frequently,

this expertise needs to be sourced at short notice and as part of a competitive tender process.

Consequently the purpose of this process is to establish a pool of suitable pre-qualified

specialists from which we can source quotations, within a limited time period to provide

specified service as part of further proposals.

Professional Services in respect of certain disciplines within this domain are required, as

described below under point 4, to supplement CSIR’s service offering to its clients in larger

projects. The CSIR wishes to identify collaborators from suitably qualified companies to

potentially supplement the CSIR teams when required, for the disciplines contained in this EOI.

EOI No. 8008/25/07/2019 Page 4 of 16

INVITATION FOR EXPRESSION OF INTEREST

Expressions of interest are hereby invited from suitably-qualified companies to be registered

on the CSIR supplier database for the provision of professional services within the identified

specialist domains to CSIR.

Companies are invited to submit EOI’s to provide all-inclusive services based on the work

package deliverables detailed within this EOI. This EOI is not for single or seconded

resources, it serves to procure an output-based service to be rendered per work package. Only

companies with demonstrable foundry technology knowledge and experience within the

identified domains will be considered.

All service providers approved and registered on the CSIR supplier database, will be registered

as preferred suppliers for a period of 18 months during which time they will be invited to tender

for work on a project-by-project basis by means of a selection model.

EOI SPECIFICATIONS (OVERVIEW OF REQUIREMENTS)

All expressions of interest are to be submitted in a format specified in this enquiry (as

applicable). However, companies are welcome to submit additional or alternative expression

of interest over and above the originally specified format (e.g. other capabilities that you may

deem to be relevant).

Companies are requested to provide proof of:

Company Experience - Years operating in the consulting within the foundry industry as

per work package.

Company Capability - List of previous technical projects in the consulting within the

foundry industry related to the work package expressed in.

Company resources - A team consisting, at minimum, of a contracts manager with at least

5 years’ experience in consulting in the work package discipline an expression of interest

is indicated for.

EOI No. 8008/25/07/2019 Page 5 of 16

Sufficient depth in the organisation needs to be indicated and committed to, or access to

team members with suitable experience in all aspects as required in individual work

packages.

The whole team will be verified and scrutinised before placement of any orders and CSIR

retains the right not to accept candidates put forward and request alternatives at such time

when a tender is requested for a particular work package.

THE FOLLOWING COMPETENCIES ARE REQUIRED

4.1 WORK PACKAGE 1

Foundry Technology Process Optimisation and Productivity Improvement

Qualifications: Bachelor's Degree / National Diploma / Honours in Engineering Sciences (or

relevant degree.) / Appropriate qualification of recognized institute. Professional

Registration: ECSA etc...

Relevant Experience: (1 year minimum) and key aspects of criteria

Provide an overview of qualifications i.e. consultation experience and

qualifications, and attach CVs

Proven Hands-on experience on foundry plant flow information so to identify

losses, decision and action to take

Show cases of how to optimise high value Foundry functions to achieve casting

quality

Show cases of how to Implement a cost effectiveness model to increase plant

efficiencies

Proven knowledge of the foundry industry and mention at least two specific local

firms in distress you are aware of

Submission of at least one technical proposal applicable to a specific foundry will

be advantageous

Briefly outline costing structure and approach

Indicate rates and charge model for all proposed phases

EOI No. 8008/25/07/2019 Page 6 of 16

Travel expenses will be capped according to National Treasury regulations

References ( Provide a minimum of 3 recent contactable local reference)

FUNCTIONAL EVALUATION CRITERIA

5.1 The evaluation of the functional/technical detail of the expression of interest for all

work packages, will be based on the following criteria:

Competence Criteria Key Aspects of Criteria Points

Experience

[30%]

Company experience in the

work package domain.

At least 5 years 10

3-4 years 7

1-2 years 4

Less than 1 year in this field. 1

Capability

[70%]

Submission of at least one

technical proposal applicable

to a specific foundry

Outline costing structure and

approach

Indicate rates and charge

model for all proposed

phases

List of 2 similar projects with a

minimum of 2 contactable references

related to the work package, OR a

minimum of 2 letters from clients (on

their letterhead) stating that the

company has performed work of this

nature or can perform work of this

nature.

10

List of 1 similar project with at least 1

contactable references related to the

work package, OR a minimum of 1

letter from client (on their letterhead)

stating that the company has

performed work of this nature or can

perform work of this nature.

6

EOI No. 8008/25/07/2019 Page 7 of 16

Competence Criteria Key Aspects of Criteria Points

No list of similar project

Similar project provided related to the

work package, with at least 1

contactable reference,

OR a minimum of 1 letter from a client

(on their letterhead) stating that the

company can perform work of this

nature.

2

5.2 Expression of interest with functionality / technical points of less than the pre-determined

minimum overall percentage of 75 % and less than 50 % on any of the individual criteria will

not be considered.

5.3 The service provider shall prepare for a possible presentation should CSIR require such and

the service provider shall be notified timeously.

5.4 Refer to Annexure A for the scoring sheets for each Work package that will be used to

evaluate functionality.

ELIMINATION CRITERIA

Expression of interest will be eliminated under the following conditions:

Submission after the deadline;

Responses submitted at incorrect location;

Submissions from restricted suppliers in line with Treasury Regulations;

Failure to complete Annexure A with the location of the evidence within the EOI

submitted;

Submission of incomplete documentation;

EOI No. 8008/25/07/2019 Page 8 of 16

Bids with a B-BBEE level 1 or 2 will be preferred.

The following document will be required before any interested party can be evaluated:

Original or certified copy of B-BBEE certificate – where B-BBEE credentials were used

as part of evaluation; (RSA suppliers only);

NATIONAL TREASURY CENTRAL SUPPLIER DATABASE (CSD) REGISTRATION

Before any negotiations will start with the winning bidder it will be required from the winning

bidder to:

Be registered on National Treasury’s Central Supplier Database (CSD). Registrations

can be completed online at: www.csd.gov.za; and

Provide the CSIR with their CSD registration number.

EOI No. 8008/25/07/2019 Page 9 of 16

SECTION B – TERMS AND CONDITIONS

VENUE FOR EOI SUBMISSION

All expression of interests may be submitted at the following address:

CSIR GATE 03 - Main Reception Area (in the Tender box) at the following address

Council for Scientific and Industrial Research (CSIR)

Meiring Naudé Road

Brummeria

Pretoria

EOI PROGRAMME

The EOI program, as currently envisaged, incorporates the following key dates:

Issue of EOI documents: 11 July 2019

Closing / submission Date: 25 July 2019

The CSIR will inform all successful suppliers qualifying to be registered on the CSIR supplier

database in due course.

SUBMISSION OF RESPONSES

10.1 All expressions of interest are to be sealed. No open expression of interest will be accepted.

10.2 All expressions of interest are to be clearly marked with the EOI number, the relevant work

package number and the name of the service provider on the outside of the main package.

10.3 Every work package that an EOI is submitted for must be submitted in a separate envelope

with complete information to be evaluated on its own.

10.4 Responses submitted by companies must be signed by a person or persons duly authorised.

EOI No. 8008/25/07/2019 Page 10 of 16

DEADLINE FOR SUBMISSION

Expression of interest shall be submitted at the address mentioned above no later than the

closing date of 25 July 2019 during CSIR’s business hours. The CSIR business hours are

between 08h00 and 16h30.

Where an EOI is not received by the CSIR by the due date and stipulated place, it will be

regarded as a late EOI. Late EOI’s will not be considered.

EVALUATION PROCESS

The EOI evaluation process will include a functionality/technical evaluation. No price

evaluation will be done at this stage. To be a preferred supplier the service provider shall meet

the minimum threshold for functionality and will have a B-BBEE level 1 or 2.

ENQUIRIES AND CONTACT WITH THE CSIR

Any enquiry regarding this EOI shall be submitted in writing to CSIR at tender@csir.co.za with

“EOI No 8008/25/07/2019 The provision of professional services for Foundry Technology

Process Optimisation and Productivity Improvement offered by the NFTN for the CSIR”

as the subject.

MEDIUM OF COMMUNICATION

All documentation submitted in response to this Expression of Interest must be in English.

COST OF EXPRESSION OF INTEREST

Companies are expected to fully acquaint themselves with the conditions, requirements and

specifications of this EOI before submitting responses. Each service provider assumes all risks

for resource commitment and expenses, direct or indirect, of EOI preparation and participation

throughout the EOI process. The CSIR is not responsible directly or indirectly for any costs

incurred by Companies.

EOI No. 8008/25/07/2019 Page 11 of 16

CORRECTNESS OF RESPONSES

16.1 The service provider must confirm satisfaction regarding the correctness and validity of their

EOI.

VERIFICATION OF DOCUMENTS

17.1 Companies should check the numbers of the pages to satisfy themselves that none are

missing or duplicated. No liability will be accepted by the CSIR in regard to anything arising

from the fact that pages are missing or duplicated.

17.2 One hard copy and one electronic copy (CD or USB memory key) of each EOI must be

submitted. In the event of a contradiction between the submitted copies, the hard copy shall

take precedence.

If a courier service company is being used for delivery of the EOI document, the EOI description

must be endorsed on the delivery note/courier packaging to ensure that documents are delivered

to the tender box, by the date as mentioned above.

ENGAGEMENT OF CONSULTANTS

All potential Companies need to note that consultants will only be remunerated at the rates:

18.1 Determined in the "Guideline for fees", issued by the South African Institute of Chartered

Accountants (SAICA); or

18.2 Set out in the "Guide on Hourly Fee Rates for Consultants", by the Department of Public

Service and Administration (DPSA); or

18.3 As prescribed by the body regulating the profession of the consultant.

TRAVEL EXPENSES

All potential Companies need to note that travel expenses will be managed as follows should

they need to travel on behalf of the CSIR in future:

19.1 All travel expenses for the CSIR’s account, be it directly via the CSIR’s travel agent or

indirectly via re-imbursements, must be in line with the CSIR’s travel policy. The following will

apply:

EOI No. 8008/25/07/2019 Page 12 of 16

19.1.1 Only economy class tickets will be used.

19.1.2 A maximum of R1300 per night for accommodation, dinner, breakfast and parking will be

allowed.

19.1.3 No car rentals of more than a Group B will be accommodated.

ADDITIONAL TERMS AND CONDITIONS

20.1 Companies shall not assume that information and/or documents supplied to CSIR, at any

time prior to this request, are still available to CSIR, and shall consequently not make any

reference to such information document in its response to this request.

20.2 Copies of any affiliations, memberships and/or accreditations that support your submission

must be included in the response.

20.3 An omission to disclose material information, a factual inaccuracy, and/or a

misrepresentation of fact may result in the disqualification of a response, or cancellation of

any subsequent contract.

20.4 Failure to comply with any of the terms and conditions as set out in this document will

invalidate the response.

CSIR RESERVES THE RIGHT TO:

21.1 Extend the closing date;

21.2 Verify any information contained in a response;

21.3 Request documentary proof regarding any tendering issue;

21.4 Cancel or withdraw this EOI as a whole or in part; and

21.5 Not to include any supplier on the list of suppliers on the approved database based on

functional criteria not met.

EOI No. 8008/25/07/2019 Page 13 of 16

DISCLAIMER

This EOI is an expression of interest only and not an offer document; answers to it must not be

construed as acceptance of an offer or imply the existence of a contract between the parties.

By submission of its EOI, Companies shall be deemed to have satisfied themselves with and

to have accepted all Terms & Conditions of this EOI. The CSIR makes no representation,

warranty, assurance, guarantee or endorsements to service provider concerning the EOI,

whether with regard to its accuracy, completeness or otherwise and the CSIR shall have no

liability towards the service provider or any other party in connection therewith.

EOI No. 8008/25/07/2019 Page 14 of 16

ANNEXURE A

Scoring Sheet for Work Package 1 – Foundry Technology Process Optimization and Productivity Improvement

Organization criteria

% Detail Proof / Evidence Required

Scoring Score Reference to proof

i. Experience

30%

Company profile and years’ experience

Company profile containing background history and experience in the work package domain

At least 5 years 10

3 - 4 years 7

1 – 2 years 4

Less than 1 year 1

ii. Capability

70%

Company

technical

capability

Submission of at least one

technical proposal

applicable to a specific

foundry

Outline costing structure

and approach

Indicate rates and charge

model for all proposed

phases

List of 2 similar projects with a minimum of 2 contactable

references related to the work package 1(Foundry

Technology Process Optimization and Productivity

Improvement) , OR a minimum of 2 letters from clients (on

their letterhead) stating that the company has performed

work of this nature or can perform work of this nature.

10

List of 1 similar project with at least 1 contactable references

related to the work package 1, OR a minimum of 1 letter from

client (on their letterhead) stating that the company has

performed work of this nature or can perform work of this

nature.

6

No list of similar project

Similar project provided related to the work package, with at

least 1 contactable reference,

OR a minimum of 1 letter from a client (on their letterhead)

stating that the company can perform work of this nature.

2

SBD1

15

PART A INVITATION TO BID

YOU ARE HEREBY INVITED TO BID FOR REQUIREMENTS OF THE CSIR

BID NUMBER: CLOSING DATE: CLOSING TIME: 06:30

DESCRIPTION

BID RESPONSE DOCUMENTS MAY BE DEPOSITED IN THE BID BOX SITUATED AT (STREET ADDRESS)

As per RFP document

BIDDING PROCEDURE ENQUIRIES MAY BE DIRECTED TO TECHNICAL ENQUIRIES MAY BE DIRECTED TO:

CONTACT PERSON CONTACT PERSON

TELEPHONE NUMBER TELEPHONE NUMBER

FACSIMILE NUMBER FACSIMILE NUMBER

E-MAIL ADDRESS E-MAIL ADDRESS

SUPPLIER INFORMATION

NAME OF BIDDER

POSTAL ADDRESS

STREET ADDRESS

TELEPHONE NUMBER CODE NUMBER

CELLPHONE NUMBER

FACSIMILE NUMBER CODE NUMBER

E-MAIL ADDRESS

VAT REGISTRATION NUMBER

SUPPLIER COMPLIANCE STATUS

TAX COMPLIANCE SYSTEM PIN:

OR

CENTRAL SUPPLIER DATABASE No: MAAA

B-BBEE STATUS LEVEL VERIFICATION CERTIFICATE

TICK APPLICABLE BOX]

Yes No

B-BBEE STATUS LEVEL SWORN AFFIDAVIT

[TICK APPLICABLE BOX]

Yes No

[A B-BBEE STATUS LEVEL VERIFICATION CERTIFICATE/ SWORN AFFIDAVIT (FOR EMES & QSEs) MUST BE SUBMITTED IN ORDER TO QUALIFY FOR PREFERENCE POINTS FOR B-BBEE]

1 ARE YOU THE ACCREDITED REPRESENTATIVE IN SOUTH AFRICA FOR THE GOODS /SERVICES /WORKS OFFERED?

Yes No [IF YES ENCLOSE PROOF]

2 ARE YOU A FOREIGN BASED SUPPLIER FOR THE GOODS /SERVICES /WORKS OFFERED?

Yes No [IF YES, ANSWER PART B:3 ]

QUESTIONNAIRE TO BIDDING FOREIGN SUPPLIERS

IS THE ENTITY A RESIDENT OF THE REPUBLIC OF SOUTH AFRICA (RSA)? YES NO

DOES THE ENTITY HAVE A BRANCH IN THE RSA? YES NO

DOES THE ENTITY HAVE A PERMANENT ESTABLISHMENT IN THE RSA? YES NO

DOES THE ENTITY HAVE ANY SOURCE OF INCOME IN THE RSA? YES NO

IS THE ENTITY LIABLE IN THE RSA FOR ANY FORM OF TAXATION? YES NO IF THE ANSWER IS “NO” TO ALL OF THE ABOVE, THEN IT IS NOT A REQUIREMENT TO REGISTER FOR A TAX COMPLIANCE STATUS SYSTEM PIN CODE FROM THE SOUTH AFRICAN REVENUE SERVICE (SARS) AND IF NOT REGISTER AS PER 2.3 BELOW.

SBD1

16

PART B TERMS AND CONDITIONS FOR BIDDING

1. BID SUBMISSION: 1.1. BIDS MUST BE DELIVERED BY THE STIPULATED TIME TO THE CORRECT ADDRESS. LATE BIDS WILL NOT BE ACCEPTED FOR

CONSIDERATION.

1.2. ALL BIDS MUST BE SUBMITTED IN THE MANNER PRESCRIBED IN THE BID DOCUMENT.

1.3. THIS BID IS SUBJECT TO THE PREFERENTIAL PROCUREMENT POLICY FRAMEWORK ACT, 2000 AND THE PREFERENTIAL PROCUREMENT REGULATIONS, 2017, THE GENERAL CONDITIONS OF CONTRACT (GCC) AND, IF APPLICABLE, ANY OTHER SPECIAL CONDITIONS OF CONTRACT.

1.4. THE SUCCESSFUL BIDDER WILL BE ENGAGED WITH NEGOTIATIONS BY THE CSIR THAT MIGHT RESULT IN THE ISSUING OF A PURCHASE ORDER.

2. TAX COMPLIANCE REQUIREMENTS

2.1 BIDDERS MUST ENSURE COMPLIANCE WITH THEIR TAX OBLIGATIONS.

2.2 BIDDERS ARE REQUIRED TO SUBMIT THEIR UNIQUE PERSONAL IDENTIFICATION NUMBER (PIN) ISSUED BY SARS TO ENABLE THE CSIR TO VERIFY THE TAXPAYER’S PROFILE AND TAX STATUS.

2.3 APPLICATION FOR TAX COMPLIANCE STATUS (TCS) PIN MAY BE MADE VIA E-FILING THROUGH THE SARS WEBSITE WWW.SARS.GOV.ZA.

2.4 BIDDERS MAY ALSO SUBMIT A PRINTED TCS CERTIFICATE TOGETHER WITH THE BID.

2.5 IN BIDS WHERE CONSORTIA / JOINT VENTURES / SUB-CONTRACTORS ARE INVOLVED, EACH PARTY MUST SUBMIT A SEPARATE TCS CERTIFICATE / PIN / CSD NUMBER.

2.6 WHERE NO TCS IS AVAILABLE BUT THE BIDDER IS REGISTERED ON THE CENTRAL SUPPLIER DATABASE (CSD), A CSD NUMBER MUST BE PROVIDED.

2.7 NO BIDS WILL BE CONSIDERED FROM PERSONS IN THE SERVICE OF THE STATE, COMPANIES WITH DIRECTORS WHO ARE PERSONS IN THE SERVICE OF THE STATE, OR CLOSE CORPORATIONS WITH MEMBERS PERSONS IN THE SERVICE OF THE STATE

NB: FAILURE TO PROVIDE / OR COMPLY WITH ANY OF THE ABOVE PARTICULARS MAY RENDER THE BID INVALID.

SIGNATURE OF BIDDER: …………………………………………… CAPACITY UNDER WHICH THIS BID IS SIGNED: …………………………………………… (Proof of authority must be submitted e.g. company resolution) DATE: …………………………………………...