INDUSTRIAL DEVELOPMENT CORPORATION OF SOUTH AFRICA LIMITED T03/01/12

Transcription

1 INDUSTRIAL DEVELOPMENT CORPORATION OF SOUTH AFRICA LIMITED T03/01/12 REQUEST FOR PROPOSALS FOR THE SUPPLY AND IMPLEMENTATION OF A WEB- BASED INNOVATION MANAGEMENT SOLUTION CLOSING DATE: 27 JANUARY 12H00 noon

2 SECTION: 1 CONDITIONS AND UNDERTAKINGS BY TENDERER IN RESPECT OF THIS TENDER Page 2 of 35

3 CONDITIONS AND UNDERTAKINGS BY TENDERER IN RESPECT OF THIS TENDER 1. Proprietary Information: Industrial Development Corporation of SA Ltd (IDC) considers this Tender and all related information, either written or verbal, which is provided to the respondent, to be proprietary to IDC. It shall be kept confidential by the respondent and its officers, employees, agents and representatives. The respondent shall not disclose, publish, or advertise this specification or related information to any third party without the prior written consent of IDC. 2. Enquiries All communication and attempts to solicit information of any kind relative to this Tender should be channeled to: 2.1 Contact person (all technical questions should be in writing) Name: Ms Tebatso Lewele Telephone Number: Fax Number: address: 3. All the documentation submitted in response to this tender must be in English. 4. Vendor should check the numbers of the pages to satisfy themselves that none are missing or duplicated. No liability will be accepted by IDC in regard to anything arising from the fact that pages are missing or duplicated. 5. Validity Period Responses to this tender received from vendors will be valid for a period of 90 days counted from the closing date of the tender. 6. Supplier Performance Management Supplier Performance Management is viewed by the IDC as critical component in ensuring value for money acquisition and good supplier relations between the IDC and all its suppliers. The successful bidder shall upon receipt of written notification of an award, be required to conclude a Service Level Agreement (SLA) with the IDC, which will form an integral part of the supply agreement. The SLA will l serve as a tool to measure, monitor and assess the supplier s performance level and ensure effective delivery of service, quality and value-add to IDC s business. Bidders are required to comply with the above condition, and also provide a scorecard on how their product / service offering is being measured to achieve the objectives of this condition. Page 3 of 35

4 7. Submission of Tenders 7.1 Tenders should be submitted in duplicate all bound in a sealed envelope endorsed, T03/01/12: FOR THE SUPPLY AND IMPLEMENTATION OF A WEB-BASED INNOVATION MANAGEMENT SOLUTION. The sealed envelope must be placed in the tender box at the Main Reception area of the IDC Building, 19 Fredman Drive Sandton by no later than 12:00 noon on Friday, 27 January The closing date, company name and the return address must also be endorsed on the envelope. 7.3 If a courier service company is being used for delivery of the tender document, the tender description must be endorsed on the delivery note/courier packaging to ensure that documents are delivered into the tender box. 7.4 No tender received by telegram, telex, , facsimile or similar medium will be considered. 7.5 Where a tender document is not in the tender box at the time of the tender closing, such a tender document will be regarded as a late tender. Late tenders will not be considered. 7.6 Amended tenders may be sent in an envelope marked Amendment to tender and should be placed in the tender box before the closing time. 7.7 The tenderer is responsible for all the cost that they shall incur related to the preparation and submission of the tender document. 7.8 A list of all references (minimum of 3) must be included in the tender document. 7.9 A valid tax clearance certificate must be included in the tender document A copy/s of any affiliations that you are affiliated to Kindly note that the IDC is entitled to amend any tender conditions, validity period, specifications, or extend the closing date of tenders before the closing date. All tenderers, to whom the tender documents have been issued, will be advised in writing of such amendments in good time The IDC reserves the right not to accept the lowest tender or any tender in part or in whole. It normally awards the contract to the tenderer who proves to be fully capable of handling the contract and whose tender is technically acceptable and/or financially advantageous to the IDC The IDC also reserves the right to award this tender to a purely empowerment company or may award this tender on condition that a joint venture with an empowerment company is formed. This will be added to the criteria when evaluating the tenders The IDC also reserves the right to award this tender as a whole or in part without furnishing reasons 7.15 The tenderer hereby offer to render all or any of the services described in the attached documents to the IDC on the terms and conditions and in accordance with the specifications stipulated in this Tender documents (and which shall be taken as part of, and incorporated into, this Proposal at the prices inserted therein). Page 4 of 35

5 7.16 Tenders submitted by Companies must be signed by a person or persons duly authorised thereto by a resolution of a Board of Directors, a copy of which Resolution, duly certified be submitted with the Tender The tenderer shall prepare for a possible presentation should IDC require such and the tenderer shall be notified thereof no later than 4 (four) days before the actual presentation date The tenderer hereby agree that the offer herein shall remain binding upon him/her and receptive for acceptance by the IDC during the validity period indicated and calculated from the closing hour and date of the Tender; this Proposal and its acceptance shall be subject to the terms and conditions contained in this tender document The tenderer furthermore confirm that he/she has satisfied himself/herself as to the correctness and validity of his/her Tender response that the price(s) and rate(s) quoted cover all the work/item(s) specified in the Tender response documents and that the price(s) and rate(s) cover all his/her obligations under a resulting contract and that he/she accept that any mistakes regarding price(s) and calculations will be at his/her risk The tenderer hereby accept full responsibility for the proper execution and fulfilment of all obligations and conditions devolving on him/her under this agreement as the Principal(s) liable for the due fulfilment of this contract. Name of your Company (in block letters) Signature(s) of the Tenderer or assignee(s) Name of person signing (in block letters) Capacity Date Are you duly authorized to sign this Tender? Company Registration Number VAT Registration Number Postal address (in block letters) Physical address (in block letters) Domicilium citandi et executandi in the RSA (full street address) (in block letters) Contact person: Telephone Number:.Fax Number: Cell phone Number: Failure to comply with any of the conditions as set out above will invalidate the tender. Page 5 of 35

6 8. RESPONSE FORMAT Tenderers shall submit their responses in accordance with the response format specified below (each schedule must be clearly marked): 8.1 Cover Page: (the cover page must clearly indicate the tender reference number, tender description and the tenderer s name) 8.2 Schedule 1: Executive Summary (clearly indicating the bidding structure and the responsibilities of each member of the bidding structure) 8.3 Schedule Conditions of Bid and Contract: Section 1 - Pages 3-5 of this tender document (duly signed); Original and Valid tax clearance certificate(s); Certified copies of your CIPRO company registration documents listing all members with percentages, in case of a CC. Or latest certified copies of all share certificates in case of a company; Annexure 1 of this tender document (duly signed) BEE Certificate verified by a SANAS accredited verification agency or a letter from the supplier s auditor (option only for Exempted Micro Enterprises with annual turnover less than R5 million); Note: If a Consortium, Joint Venture or Subcontractor, the documents listed above ( ) must be submitted for each Consortium/ JV member or subcontractor 8.4 Schedule 3: Response to Section 2 of this document 8.5 Schedule 4: Price Proposal (Section 3 of this bid document) (Must be submitted in a separate envelope) Page 6 of 35

7 9. EVALUATION CRITERIA Tenders shall be evaluated in terms of the following parameters: 9.1 Technical Bids will be evaluated in accordance with the following technical criteria: ELEMENT WEIGHT Proposal (as per the requirements below) 75 Proposal for Open Innovation 5 Experience 20 TOTAL 100% Note: The minimum qualifying score for functionality is 70%. All tenders that fail to achieve the minimum qualifying score on functionality shall not be considered for further evaluation on Price and BEE. 9.2 Preference Point System All tenders that will achieve the minimum qualifying score (acceptable tenders) will be evaluated further in terms of the preference point system as follows: CRITERIA Price 90 BEE 10 TOTAL POINTS 100 points Page 7 of 35

8 SECTION: 2 SPECIFICATION DETAILS Page 8 of 35

9 1. Special instructions to bidders 1.1 Should a vendor have reasons to believe that the requirement Specification is not open and/or is written for a particular brand or product or service provider; the bidder shall notify IDC Procurement within five (5) days after publication of the bid. 1.2 Bidders shall provide full and accurate answers to the questions posed in this document, and, where required explicitly state either Comply/Not Comply regarding compliance with the requirements. Bidders must substantiate their response to all questions, including full details on how their proposal/solution will address specific functional/ technical requirements. All documents as indicated must be supplied as part of the bid response. 2. Background Information The IDC wishes to acquire a software solution to manage innovation ideas submitted to the Innovation Department by IDC employees. The solution should integrate with SharePoint 2010 and have a web-based user interface. The purpose of the solution would be to promote collaboration and for staff (750 members) to submit and track innovative ideas within the organisation. Bidders can propose a bespoke development or Commercial-Off-the-Shelf solution as long as the solution can comprehensively address IDC requirements. 3. Solution Overview 3.1 Introduction The solution should allow for specific business requirements as specified by the IDC. These requirements will be in the following areas: Application Interface (look & feel); Home Page and imbedded pages; Classification Structure; Roles and Permissions; Rating Sessions; Innovation Challenges; All Ideas page (list); Innovation Process; Innovation Collaboration; I-Points and Redemption; Search Functionality (IDC & Innovation Site); Notifications; and Reporting. Page 9 of 35

10 3.2 Role Players and Responsibilities The innovation process consists of the following role players: ROLE NAME Originator : Innovation Ambassador: Idea Leader: Innovation Manager: Team Site Administrator : Idea Member: Team Implementation Team Leader: Implementation Team Member: IRC Member ROLE DESCRIPTION The originator is the person who submitted the idea on the Innovation web. This could be any IDC employee. The Innovation Ambassador will be responsible for the progression of an idea during certain stages of the innovation process. Ideas are assigned to the Ambassadors associated to the Organisation Source and Impact classification (SBU). The Idea Team Leader will be responsible for the progression of an idea through the innovation process up until and sometimes including the Implementation stage. The Innovation Manager will be responsible for the overall management of ideas through the entire innovation process. The Innovation Manager will also have access to administrative functionality. The Site Administrator will be responsible for managing content, classifications, roles, configurable forms, configurable default template content, rewards, etc. The Idea Team Member will provide critical assistance to Idea Team Leader during the progression of an idea through the innovation process up until and sometimes including the Implementation stage. The Implementation Team Leader will provide the necessary resources to ensure the successful implementation of an idea. The Implementation Team Member will provide critical assistance to the Implementation Team Leader during the Implementation stage. The Innovation Review Committee Member will provide critical advice on the feasibility and suggested implementation path of an idea. The proposed solution should automate the assigning of ideas to responsible Innovation Manager on submission. 3.3 Application Interface It is imperative that the following elements are included when building the web-based Innovation Management System: Innovation theme colours and navigation elements Appropriate visual images, less text The capacity for regular updates of images and content 3.4 Home Page The web-based Innovation Management Solution must have the following standard functionality which should be available from the navigation (in order specified below): Menu Items Page 10 of 35

11 MENU ITEMS SUB MENU 1. What is Innovation? o Innovation defined o Types of Innovation o The process explained 2. My Stuff o My interests o My I-Points (statement of points accumulated) o My tasks (with the correct permissions) o My Ambassador Zone (collaboration portal for ambassadors) 3. Submit an Idea (idea details page) 4. Check out ideas (list of all ideas viewable by all users) 5. Take up the challenge! (specific problems do not display if inactive) (challenge page) 6. Learn More o Training o Articles o Topical Links 7. Innovation Dashboard (site statistics, sources of ideas from SBU, no of ideas, latest ideas, etc. some of this info can pull through to the home page body) 8. Help o Contacts o Ambassadors list 9. Let s Vote o Current (current to be displayed on the main body of the home page) o History 10. Have your say! (discussion board and document storage for general innovation collaboration) Page 11 of 35

12 MENU ITEMS SUB MENU 11. Site Administration o Roles & Permissions o Innovation Stages (?) o Challenges o Surveys o Classification Configuration o Templates o I-Points (name) o SBU Focus Areas & weighting 12. What s New o Newsletters o IRC Approvals o EXCO Approvals What is Innovation? Pages WHAT IS INNOVATION? These will be standard web pages containing information and links to other pages or sites. These pages can be viewed by all users, but can only be edited by the site administrator or Innovation Managers My Interests Page MY INTERESTS Check box option, data pulled from the Idea Category Classification Radio button for preferred notification type: or sms Cell phone or address capture box Save & Edit button This page can be edited by the user and site administrator only. Page 12 of 35

13 3.4.4 My I-Points Page MY I-POINTS This page is a statement of all the I-Points accumulated and will display the following characteristics: User ID First name Surname Lowest level selected from the Organisation Source Classification (from SBU) Date of action Action type Number of I-Points received Total amount of I-Points Redemption button (link to redemption page) This page can only be viewed not edited I-Points Redemption Page REDEMPTION PAGE The page will link to a site where a user can select and purchase rewards with the points accumulated: Free training (not business related, like flower arranging etc.) Various vouchers Various gifts This page can only be viewed not edited. Clicking on the redemption button will give access to perform the required action My Tasks Page MY TASKS Page 13 of 35

14 MY TASKS The page will display a list of ideas that require an action to proceed through the innovation process for the following roles (a To-Do list): Innovation Ambassador Innovation Manager Idea Team Leader Implementation Team Leader The page will include filters for the following: Innovation Stage Innovation Role (roles listed above) The page will display the following idea details: Idea ID (system generated) Idea Title Idea Description Idea Source (Defaults from the Idea Source Classification, but can be changed) Idea Type (Defaults from Idea Category Classification, but can be changed) Current Innovation Stage Next Innovation Stage This page can only be viewed not edited. Clicking on the title of the idea will give access to perform the required action My Ambassador Page MY AMBASSADOR ZONE This will be a collaboration portal for ambassadors only with: Discussion board functionality (with go private option) Document storage Page 14 of 35

15 3.4.8 Learn More Pages TRAINING, ARTICLES & TOPICAL LINKS These will be standard web pages containing information and links to other pages or sites. These pages can be viewed by all users, but can only be edited by the site administrator or Innovation Managers Help Pages CONTACTS AND AMBASSADORS LIST These will be standard web pages containing information and links to other pages or sites. These pages can be viewed by all users, but can only be edited by the site administrator or Innovation Managers Let s Vote Page LET S VOTE This page will display the details of the current survey (which will be active on the main body of the home page), as well as the history of past surveys and results. The page will display the following details for the current survey: Survey Theme Start Date End Date Survey Details (rationale) Vote Options} Comment Options} Vote and comment options will only be active on the home page The page will also display the following details on survey history: Survey Theme Start Date End Date Page 15 of 35

16 LET S VOTE Overall Results This page can be viewed by all users, but can only be edited by the site administrator or Innovation Managers Have your say Page The innovation collaboration functionality will not be handled as part of the innovation process, but will be a separate functionality available on the Innovation site. HAVE YOUR SAY! The collaboration portal will be accessible to all users via the home page, and will allow: Innovation related discussion board Document storage Go Private option (for closed discussions by invite only) Site Administration Page SITE ADMINISTRATION This link will only be active for users with administrative rights and will give access to the following pages: System Roles & Permissions Idea Details Innovation Stages (?) Classification Structure Challenge Details Templates Survey Details I-Points (?) Discretionary rewards (training etc.) SBU Focus Areas & Weightings Page 16 of 35

17 The above pages will require add, edit, disable and delete functionality What s New Pages NEWSLETTERS & NEW APPROVALS These will be standard web pages with links to other pages or sites, containing the following information: Ambassador Newsletters Ideas that have been present to IRC & EXCO Ideas that have been approved by IRC & EXCO Ideas that have been implemented These pages can be viewed by all users, but can only be edited by the site administrator or Innovation Managers. 3.5 CLASSIFICATION STRUCTURE To enable an idea to be classified and distributed through the correct channels in the innovation process, a taxonomy structure will be used. The structure will consist of the following: CLASSIFICATION STRUCTURE Organisational Source 1st level SBU 2rd level SBU focus area (3 levels) Idea Category (1 level) Expand Industrial Capacity Improving Systems & Processes Improving Customer Centricity Improving Employee Experience Entrepreneur Support Corporate Social Investment (CSI) Sustainability Page 17 of 35

18 Other Idea Impact Classification SBU (check boxes to select primary plus two sub SBU s or ALL) This page can only be accessed and edited by the site administrator or innovation managers. When users use the Innovation web for the first time, their location according to the organisational taxonomy will be automatically populated by means of the existing IDC active directory. If a new idea is submitted by an existing user, the idea will inherit the associations from the idea s Originator. The Idea will also be automatically populated according to the source of the idea. All other classifications will be assigned to the idea during the ideation process. 3.6 USER PROFILE User Profiles will be handled through the IDC active directory and authenticated using the existing IDC infrastructure. 3.7 IDEA DETAILS PAGE IDEA PAGE Menu items: Navigation items as listed under the home page details When an ideas is submitted it will have the following characteristics: Idea ID (system generated) Idea Title Idea Description Idea Source (Defaults from the Idea Source Classification, but can be changed) Idea Type (Defaults from Idea Category Classification, but can be changed) Innovation Stage Indicator if challenge related Page 18 of 35

19 IDEA PAGE Financial Impact (estimated cost, estimated savings, estimated revenue & actual (once implemented)) Save option Once the idea is captured, the following can be added to the idea with relevant links/tabs/buttons: Co-authors (name, surname, SBU) Rate Idea (cannot be provided by the originator or co-authors) Decline Idea (Yes / No option to question: Is there any reason to decline this idea immediately without proceeding further with reason for yes only active for Innovation Managers) Comments Document Upload (Attachments) I would like to be involved (check box) Send link to someone (idea link will be sent via ) Other information can be captured during the completion of the innovation process. 3.8 IDEA RATING & RANKING Rating of Ideas Idea rating sessions will be used by Innovation Managers, Ambassadors, Idea Team Leader and users to comment and rate the ideas (an originator cannot rate his/her own idea). RATE & COMMENT OPTION The collaboration functionality will be accessed via the idea details page with the following options: Rate (5 star rating) Comment field Decline Idea (yes / no) Ranking of Ideas SBU FOCUS AREA WEIGHTING Page 19 of 35

20 SBU level: Focus Area Rank Based on the SBU s strategic objectives and focus areas (to be provided by each SBU) - Regardless of who (originator) or where (SBU) the idea comes from, working with the Impact SBU Ambassador, the idea can be ranked according their strategic objectives. The focus areas will have pre-defined scores or weightings (not visible to the originator) Impact indicator will be activated based on weightings and will highlight Low, Medium or High. Proposed Process 1. SBU level: Focus Area Rank Based on the SBU s strategic objectives and focus areas (to be provided by each SBU) - Regardless of who (originator) or where (SBU) the idea comes from, working with the Impact SBU Ambassador, the idea can be ranked according their strategic objectives. 2. Organisation level: Category Rank Expand Industrial Capacity = 5 Improve Systems and Processes to enhanced efficiencies = 5 Improve Employee Experience = 2 Improve Customer Experience = 5 Provide Development / Entrepreneur Support = 3 Corporate Social Investment = 1 Sustainability = 4 3. Group ideas: According to the overall ranking per SBU In collaboration with the SBU, decide on most important Assign the ideas to relevant Ambassadors 3.9 INNOVATION CHALLENGES The Innovation Challenge functionality is similar to the idea submission functionality, but only configurable by the Innovation Managers, and Site Administrator. Page 20 of 35

21 The objective of these challenges (aimed at the entire organisation) is to assist in solving critical business issues at hand. The challenge originator (typically SBU heads) will define the challenge rationale and be part of the solution review process. CHALLENGE PAGE A challenge created within the Innovation site will have the following characteristics: Challenge ID Challenge Theme (title) Challenge Rationale (details of the challenge) Challenge Source (selected from Organisation Source Classification, but can be changed) Challenge Type (select from Idea Type Category, but can be changed) Submit an idea option (takes users to the submission page with an indicator that the idea is challenge related) List of ideas linked to specific challenge This page can be viewed by all users, but only edited by the site administrator or Innovation Managers CHECK OUT IDEAS This page will give a list of all the ideas submitted, and be designed to allow for the effective use of filters. LIST OF IDEAS PAGE The following sections and filters will be catered for: Popular Ideas (ideas sorted by rating) New Ideas (ideas sorted by submission date, latest 3) Challenge Related (ideas sorted by challenge they are linked to) Filter by Classification : Originator SBU Impacted Idea Category Page 21 of 35

22 LIST OF IDEAS PAGE SBU Source Filter by Submission date & Progress: Submission period start date Submission period end date Implementation Duration Implementation period start date Implementation period end date Innovation Stage Business Impact Filter by User User Selector (name of originator) Role of user (Originator, Innovation Ambassador, Idea Team Leader or Innovation Manager) Free-text Search (on idea ID, idea title, key words, name, SBU, etc. And will search both documentum & innovation site) 3.11 PROPOSED PROCESS LAYOUT Page 22 of 35

23 a 1 Originator Idea Submission Online Innovation Team Moderate Idea Team No Implement ation Readiness f c 2 D e v e l o p br et hv e i Oe nw e PC ao gm e m Pit rt oe pe o s a l Is id ea un iq ue Idea Team Proposal wi Innovation Review th Committee po Steering Idea Committee Team te assessment, decide nti whether proposal is al worthwhile to pursue Arc hiv e Feasibility/Pilot Ambassador and Originator establish team Meet & Greet Viable Solutions are interrogated Yes Yes Initiate Process Archive e Idea Team Implementation d Page 23 of 35

24 A Fast r Track c h No iv e Feasibility of solution assessed Exec Committee Exco 3.12 I-POINTS (?) The points functionality will be handled as part of the innovation process for participation Automate the allocation of Points ORIGINATOR Points for the originator will be allocated automatically when: An idea is submitted The idea state changes to IRC review, EXCO review, EXCO approval, Implement and Measurement captured TEAM MEMBERS (idea & implementation) This will still require the manual intervention by the relevant Innovation Manager as the team members need to be added individually. Page 24 of 35

25 3.13 SEARCH FUNCTIONALITY The search functionality must be able to interrogate the IDC documentum bank as well as the Innovation site using key words NOTIFICATIONS notifications will be used to communicate the idea progress to the originator, with copies to the Innovation Managers, Innovation Ambassadors and Idea Team Leader. E- mails will be automatically generated at the following innovation stages: Idea Submission Idea progress (at each stage through to implementation) Idea Archive (with reasons to be selected from predefined dropdown menu) When a responsible person or an ambassador are assigned (include actions) 3.15 REPORTING The reporting requirements will be confirmed before development, but the following are current reporting requirements: Idea details Report Idea Id Idea Title Originator Source SBU Impact SBU Idea Description Idea status (i.e. what innovation stage the idea is in) Idea Comments Idea Ranking Idea Impact (i.e. low, medium or high) Quick Decline (yes or no) Page 25 of 35

26 Site Statistics Report to include the following graphs: Fig 1 Site Overview No Yes Pilot 2 nd Review Page 26 of 35

27 Fig 2 No of Ideas Submitted per Category Fig 3 No of Ideas per Moderation Stage Page 27 of 35

28 Fig 4 No of Ideas Implemented per Category Fig 5 No of Ideas Banked per Category Quick Reports (no graphs) Number of ideas submitted per person Number of comments made per person Ideas per rank Ideas per impact Page 28 of 35

29 Number of quick declines 3.16 IDEA NOTED FEATURE IDEA NOTED This will be to capture innovations that are happening within the organisation, but do not require any assistance or resources from the Innovation Department. 4. Evaluation Criteria 4.1 Mandatory Technical Requirements Web-based system Comply The proposed system must be web-based and must integrate with Microsoft SharePoint 2010 in order to achieve the required collaboration. Not Comply Please provide a detailed explanation as to how this requirement will be met. Substantiate/ Comment Windows Explorer Comply The proposed web-based system must be compatible with Windows Explorer 8 and above. Not Comply Please provide a detailed explanation as to how this requirement will be met. Substantiate/ Comment Architecture Comply The proposed solution should be able to run on 64 bit virtual servers with the following architecture: Not Comply Microsoft Windows Server 2008 R2 Microsoft SQL Server 2008 Note: The current SharePoint 2010 environment has 2 Web Front End servers with a separate Application Server. Substantiate/ Comment Page 29 of 35

30 4.2 Non-Mandatory Technical Requirements Proposed Solution Comply The bidder must provide a detailed proposal of the solution. The proposal must clearly address how the following requirements (as outlined above) will be catered for by the proposed solution: Not Comply Application Interface (look & feel); Home Page and imbedded pages; Classification Structure; Roles and Permissions; Rating Sessions; Innovation Challenges; All Ideas page (list); Innovation Process; Innovation Collaboration; I-Points and Redemption; Search Functionality (IDC & Innovation Site); Notifications; and Reporting. The proposal must also clearly indicate the following: Overview of the proposed solution Licensing implications; Implementation process (integration, configuration, solution deployment, testing etc); Training proposal (2 Technical and 70 end-users) Post-Implementation Support (1 month) The proposal must clearly confirm solution compliance to the minimum requirements specified above. Substantiate/ Comment Open Innovation Comply The bidder must provide a detailed proposal on how the proposed solution can be scaled for Open Innovation (where the innovation process included external. Not Comply Substantiate/ Comment Page 30 of 35

31 4.2.3 Relevant Experience Comply Not Comply The bidder must have relevant experience in the implementation of the proposed Innovation/ Idea Management Solutions. Please provide at least three (3) contactable references where similar solution has been implemented recently (past three years). The following information must be provided: contact person contact details, details of scope of work, the value of the contract, the contract duration (exact start and end dates). It must be noted that short listed bidders may be required to allow the IDC to conduct reference checks or reference site visits when required. Page 31 of 35

32 SECTION 3: Cost Proposal 1 Please indicate your total bid price here: R (compulsory) 2 NOTE: All prices must be VAT exclusive and must be quoted in South African Rand (ZAR). 3 Are the rates quoted firm for the full period of the contract? YES NO Important: If not firm for the full period, provide details of the basis on which adjustments shall be applied e.g. CPI, and also details of the cost breakdown. 4 The bidder must indicate CLEARLY which portion of the bid price is linked to the exchange rate. Substantiate / Comments Comply Not Comply 5 All additional costs must be clearly specified and included in the total bid price. Comply Not Comply Substantiate / Comments 5. COSTING MODEL Activity/ Deliverable Resource(s) Rate/Hour per resource Number of hours Cost (VAT Excl) Disbursements Total Cost of Service (VAT Excl) SUMMARY OF THE PROPOSAL DESCRITPION Number of resources (personnel) Project Duration Commencement Date BIDDER S PROPOSAL Page 32 of 35

33 Price Declaration Form Dear Sir, Having read through and examined the Request for Proposal (RFP) Document, RFP no. T03/01/12 the General Conditions, The Requirement and all other Annexures to the RFP Document, we offer to supply and implement a web-based innovation management solution, as detailed in the bid document, for the Total Bid Price of, including escalation fees: R... (Excluding VAT) In words R...(Excluding VAT) We confirm that this price covers all activities associated with the project management and consulting service, as called for in the Tender document. We confirm that IDC will incur no additional costs whatsoever over and above this amount in connection with the provision of this service. We undertake to hold this offer open for acceptance for a period of 90 days from the date of submission of offers. We further undertake that upon final acceptance of our offer, we will commence with the provision of service when required to do so by the IDC. We understand that you are not bound to accept the lowest or any offer and that we must bear all costs which we have incurred in connection with preparing and submitting this tender. We hereby undertake for the period during which this tender remains open for acceptance not to divulge to any persons, other than the persons to which the tender is submitted, any information relating to the submission of this tender or the details therein except where such is necessary for the submission of this tender. SIGNED DATE (Print name of signatory) Designation FOR AND ON BEHALF OF: COMPANY NAME Tel No Fax No Cell No Page 33 of 35

34 Annexure: 1 DECLARATION OF BIDDER S PAST SUPPLY CHAIN MANAGEMENT PRACTICES (Compulsory) 1 This Document must form part of all bids invited or Vendor application to be registered in IDC supplier database. 2 It serves as a declaration by the supplier/service provider and is to be used by IDC 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 service of any service provider or supplier/vendor may be disregarded if that supplier/vendor or service provider, or any of its directors havea. abused the company or institution s purchasing / 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 or vendor application. Item Question Yes No 4.1 Is the supplier or any of its directors listed on the IDC database or National Treasury as companies or persons prohibited from doing business with the government? Yes No Companies or persons who are listed on this database were informed in writing of this restriction by the Supply Chain Management Department If so, furnish particulars: 4.2 Is the supplier/vendor 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, click on the icon Register for Tender Defaulters or submit your written request for a hard copy of the Register to facsimile number (012) If so, furnish particulars: Yes No Page 34 of 35

35 Item Question Yes No 4.3 Was the supplier/vendor 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 If so, furnish particulars: 4.4 Does the supplier/vendor related to any IDC employee or part of IDC current or past staff (employee) establishment? If so, furnish particulars: Yes No I, (print name) hereby certify that the information, facts and representations are correct and that I am duly authorized to sign on behalf of the company. Name of Company: Company Registration Number: Company VAT Registration Number: Signature Date Page 35 of 35