RFQ: RIETFONTEIN – DRAFTING OF FINANCIAL STATEMENTS
This document is not for sale. Any entity that requests payment must be reported at the contact person indicated in this tender.
GENERAL REQUIREMENTS
Rietfontein is a PLAS farm acquired by government under the land reform programme. The main enterprise on the farm is livestock production. The farm is situated in of Swartland area of the Berg River Municipality, approximately 35km from Velddrif. GPS coordinates: -32.632433; 18.330363.
A service provider with proven knowledge of and expertise in drafting audited financial statements is required to draft financial statements for the farm. The completion period of this service is 2 months and the service provider must have the capacity to start working within 14 days of appointment.
The service provider must be a registered accountant with a recognised body that allows them to signoff financial statements.
The service provider must also be familiar with farming as a business.
The scope of works will include:
The service provider must provide the following outputs to the UTA:
- Draft compiled financial statements for the financial years 2018/19, 2019/20 and 20/21;
The following should be noted:
- The farm is a government owned PLAS farm that has been allocated to the beneficiary to use productively.
- The enterprise on the farm operates as a sole proprietor.
- The annual turnover of the farm is less than R100 000.
- The farm has two employees who are not registered for PAYE.
- The trial balance must be drafted from unprocessed sourced documents.
- The farm has an asset register
- The service provider must submit a tax return for each year to SARS and obtain tax clearance certificate.
Documents can be obtained from Ms Anthea Albanie-Philander via email on aphilander@casidra.co.za.
Documents for the purpose of this bid include:
- Conditions to Submit Bid (Form CBD 2.1 or Standard Conditions of Contract can be viewed on the Casidra website at casidra.co.za.
- Price Form, Bill of Quantities and Schedules (Form CBD 3.1 (Lump Sum/Measured))
- Scope of Works (Form CBD 4)
- PPP Evaluation Form (Form CBD 5.1 (80/20)
- Bank Entity Form (Form CBD 7), unless the banking details of the company indicate “verified” on the Central Supplier Database (CSD).
- Registration on the CSD for all suppliers is compulsory and registration numbers must be supplied.
In accordance with Casidra’s Preferential Procurement Policy, this bid as further indicated in CBD 5.1 is subject to:
- B-BBEE certified bids will receive preferential scores;
- The successful bidder will be required to fill in and sign a written Contract Form (CBD 8).
RFQ DEADLINE: The closing date for the request for quote is 08 July 2022 strictly at 12H00.
SUBMISSION OF RFQ
RFQ documents must only be emailed and the below process MUST be followed regarding email submissions:-
- Bids are to be emailed in PDF format.
- Bids are only to be sent to following email address: aphilander@casidra.co.za
- Bidders to note that the maximum size of mailbox to receive a document is 8Mb. (Only send what is asked for. Do not sent Health & Safety plan for example, as it is not called for in the tender document)
- Casidra will not be responsible for bidders’ internet connections, mailbox issues, etc.
- The closing date and time is specific and any emailed bids past the submission date will then be considered as late bids. Bidders should therefore submit bid documents timeously to allow for the delivery time lag of emails.
The following documents (including fully completed and signed CBD forms numbered 1 to 5 as supplied) must be valid for a period of 60 calendar days after closure of the bid and submitted as a bid packet:
Document number |
Document description |
Action required/comment |
CPBD 1 |
General requirements |
Signed |
CBD 3.1 |
Price form |
Complete, sign |
CBD 3.1 Experience |
Proof of previous work and contact details of three work-related references that are qualified to comment on work. |
Compulsory |
CBD 3.1 Rates |
Unit rates for the works on the forms as supplied |
Compulsory |
CBD 3.1 Changes |
Indication if any changes are proposed in scope of works and cost implication. |
If required |
CBD 3.1 Company profile |
Detailed company profile including the core competencies of personnel and subcontractors. Proof of registration of accountant/Bookkeeper with Accounting body |
Compulsory |
CBD 5.1 |
PPP Evaluation form |
Complete, sign |
CBD 7 |
Bank Entity form (Not needed if “verified” on CSD) |
Complete, bank stamp |
TCC of principle and sub-contractors |
Registration and verification of Tax Clearance on CSD. |
Compulsory |
BEE |
B-BBEE Certificate or Sworn Affidavit (as applicable, see CBD 5 for detail) |
Original affidavit or certified copy certificate/Valid/not compulsory |