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[null,null,"ANNEXURE C - Technical Desktop Evaluations for Insurance Broking Services. TCC/2023/06/0001/32490/RFP for Portfolio C"]
[null,"#","Item ","Description","Evidence Acceptable ","Weighting","Scoring Guideline"]
[null,1,"Capacity","Bidders must demonstrate capacity to provide Insurance Broking Services within the required service levels.","1.1 Bidders must provide a detailed company organogram/structure including all levels of employees.  The people who will be servicing this contract must be highlighted. The organogram must indicate if positions are occupied or vacant and be signed off. Note: Detailed refers to an organogram that shows level in the organisation, position names and names of individuals occupying the positions.\nRef: Scope of Work\n\nSECTION 3: BACKGROUND, OVERVIEW AND SCOPE OF REQUIREMENTS",{"v":0.1,"d":"10%"},"Organogram populated as per the scope resource requirements for all 4 classes = 10\n\nNot provided as required = 0"]
[{"$nulls":4},"1.2 Bidders must complete in full Annexure C-1: Roles and Responsibilities. Responsibilities must be relevant to provision of broking services for this portfolio.\nRef: Scope of Work",{"v":0.1,"d":"10%"},"Annexure C-1 fully completed as per scope requirements = 10 \n\nAnnexure C-1 not completed as per scope requirements = 0"]
[{"$nulls":4},"1.3 Bidders must demonstrate Operational Readiness/ Interdependacies for this Portfolio of broking services by completing Annexure C-2\nRef: Scope of Work\n\nSECTION 3: BACKGROUND, OVERVIEW AND SCOPE OF REQUIREMENTS",{"v":0.05,"d":"5%"},"Annexure C-2 fully completed as per scope requirements = 5 \n\nAnnexure C-2 not completed as per scope requirements = 0"]
[null,2,"Capability","Bidders must demonstrate capability to provide Insurance Broking Services within the required service levels.","2.1 Bidders must provide a detailed company profile containing information on company's years of experience on this Portfolio.",{"v":0.1,"d":"10%"},"Experience more than 6 Years per class = 10\n\nExperience less than 6 Years per class = 0 "]
[{"$nulls":4},"2.2 Bidders must provide Team's (as contained in 1.2 above) CVs showing individuals qualification and experience in provision of broking services for Portfolio C.\nRef: Scope of Work\n\nSECTION 3: BACKGROUND, OVERVIEW AND SCOPE OF REQUIREMENTS",{"v":0.1,"d":"10%"},"The Entire Senior Management Team and Junior members have relevant qualifications = 10\nThe Entire Senior Management Team and Junior staff, atleast 40% have the qualification and/ or are studying towards the relevant qualification = 6\nThe team has no relevant qualifications = 0 Points "]
[{"$nulls":5},{"v":0.1,"d":"10%"},"Combined team experience over 30 Years = 10\nCombined team experience from 21Years to 30 Years = 8\nCombined team experience from 16 Years  to 20 years = 6 \nCombined team experience from 10 Years to 15 Years  = 4\nCombined team experience Less than 10 Years = 0"]
[{"$nulls":4},"2.3 Bidder must provide evidence of how the claims will be managed for this portfolio.   \nThis must be done through a Powerpoint presentation (printed in colour) showing how the claims will be managed and what reports will be generated.\n\nRef: Scope of Work\n\nSECTION 3: BACKGROUND, OVERVIEW AND SCOPE OF REQUIREMENTS\n\nFailure to comply with the the requirements as per the scope of work will lead to a zero score.",{"v":0.1,"d":"10%"},"Powerpoint Presentation submitted for claim process showing the full functionality as per the scope of work with regards to the  services requirements that Transnet will have access to =10\nNo powerpoint Presentation submitted = 0"]
[null,3,"Performance ","Bidders must demonstrate experience to provide Insurance Broking Services within the required service levels.","3.1 Provide a minimum of 3 reference letters from clients excluding Transnet, to give feedback/testimonial of your service performance. \nNote: \n1.Transnet reserves the right to contact the author include of the letters to validate the service levels.\n2. Only vaild reference letters will be considered as part of the evalutation (Valid in this case refers to reference letters that are on a official company letterhead, contactable email address and telephone numbers, official company stamp and are dated not older than 6 months for existing clients, dated not older than a year for previous clients and signed)\n3. The reference letters to clearly state the percentage (%) level of customer satisfaction out of 100%.\n4. The reference letters must indicate the insurance policies you were the broker for. \n \nNote:These policies must be relevant to this portfolio A. ",{"v":0.25,"d":"25%"},"Reference letter(s) relevent to the Insurance portfolio applied for with customer satisfaction performance rating between 91% - 100% = 25\nReference letter(s) relevent to the Insurance portfolio applied for with customer satisfaction performance rating between 80% - 90% = 15\nReference letter(s) not relevent to the Insurance portfolio applied for with customer satisfaction performance rating between 70% - 79%= 5\nReference letter(s) not relevent to the Insurance portfolio applied for with customer satisfaction performance rating less than 69% = 0"]
[null,4,"Risk Management","The bidder must demonstrate evidence of sound risk management. ","4.1. Bidder must provide detailed business continuity plans, critical processes/ activities for recovery, plan activation structure, contact numbers for the efficient recovery of critical processes/ activities within the specified RTO. This must include (but not be limted to) the loss of key senior personel, grid failure and a cyber attack/ data loss.",{"v":0.05,"d":"5%"},"A BCP and a BCM simulation or exercise or test (not an emergency evacuation drill) report confirming this BCP was tested = 5\nA BCP, but no BCM simulation or exercise or test report to confirm this BCP was tested = 3\nNo BCP documentation or only a BCM simulation report = 0"]
[{"$nulls":4},"4.2. Bidder must provide a Risk Assessment on this contract from the Broker's point of view. This must include their top 10 risk on this contract and the mitigation plan for each risk. This information must be populated in Annexure C-3",{"v":0.05,"d":"5%"},"Annexure C-3 completed with relevant risks and mitigation plans = 5\nAnnexure C-3 table not completed or risk are not relevant to this contract or mitigation plans not completed = 0"]
[null,"TOTAL",{"$nulls":3},{"$f":"SUM(F3:F12)","v":{"v":1,"d":"100%"}},null,{"v":1,"d":"100%"}]
[null,"Minumin Threshold ",{"$nulls":3},{"v":0.8,"d":"80%"}]

{"sheet":"Annexure C- 1","index":1,"n_rows":3,"n_cols":11,"rows_kept":3}
[]
[null,null,"Annexure C- 1 for Portfolio C -Bidder to provide Roles and Responsibilities. must be relevant to provision of broking services."]
[null,"#","Level \n(e.g. Senior Management, Junior Staff, etc.)","Role - Position Title","Name of the position holder","Position Status \n(permanent or contracted)","Insurance or Broking Responsibilities ","% of time the will be allocated to this Portfolio","Years of Experience in your company","Average Salary for Potion Type","Comments "]

{"sheet":"Annexure C-2","index":2,"n_rows":7,"n_cols":4,"rows_kept":7}
[]
["Annexure C- 2 for Portfolio C"]
[]
[null,"Resouces in place","Resources still to be obtained once contract awarded","Comments "]
["Employees"]
["Claims Management System"]
["30% Sub-Contractor - Refer to Section 9 of the RFP"]

{"sheet":"Annexure C-3","index":3,"n_rows":14,"n_cols":4,"rows_kept":14}
[]
[null,"Annexure C- 3 for Portfolio C"]
[]
[null,"Risk description","Mitigation of Risk","Comments "]
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