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["RFP 45_2015  Category A",{"$nulls":7},"Evaluator"]
["Technical Evaluation Sheet",{"$nulls":7},"Date"]
[{"$nulls":8},"Final Technical Score"]
["Bidder Name: ___________________________________________________",{"$nulls":7},"Signature"]
[{"$nulls":4},"                             "]
["No.","Criteria","Weight","Points Allocation \nExplained","Model Answer"," Exceed Requirements ","Meet Requirements","Below Requirements ","Score","Comments"]
[{"$nulls":3},"100 -80 %  - Exceeds Requirements \n70% - Meets Requirements\n<50% - Below or Meets no Requirements"]
[13.1,"Company Profile ",30,null,null,"Information provided should  include elements in meet requirements and the following"]
[131.1,"Company profile, organisational structure and infrastructure to render the services;","5"," - ER= 4-5\n - MR= 2-3\n - BR=>2","Comprehensive company profile which covers but not limited to:\n• Company profile;                                                                                       \n• Organisational structure; and                                                                                                                                                    • Infrastructure to render services.\n \n","• More than 20 year of operational experience\n• Must be based in Gauteng ,\n• Core business - brand advertising ","• 15 - 19 years of operational experience, \n• Must be based in Gauteng ,\n• Core business - brand advertising ","any one of the three requirements not met ",{"$nulls":6},"5","3","1","0"]
["13.1.2","Indicate a range of in-house services provided specific to creative advertising; ","5"," - ER= 4-5\n - MR= 2-3\n - BR=>2","All services available in-house:\n• Creative strategy, \n• Art direction, \n• Copywriting, design, \n• DTP, \n• Radio creation, \n• TV creation,  and \n• Digital advertising                                              ","Portfolio to include;\n• Financial advertising, \n• Government/SOE, \n• Blue chip account, \n• Listed companies. \n• Proven success with these clients; awards (APEX, lories), agency ratings in the middle to high grouping.                     ","All services available in-house:\ncreative strategy, art direction, copywriting, design, DTP, radio creation, TV creation,  digital advertising   ","any one of the three requirements not met ",{"$nulls":6},"5","3","1","0"]
["13.1.3"," Staff complement;","3"," - ER=3\n - MR=2\n - BR=1","Staff to consist of the following:\n• Senior Strategist in-house;                                                                                                                                                                                                   • Client service director;                                                                                                             • Creative director; and                                                                                                                                • Art Director; Copywriter ","Plus researchers, collective experience of 50 years","Staff to consist of the following:\n• Senior Strategist in-house:                                                                                                                                                                                                    • Client service director;                                                                                                             • Creative director; and                                                                                                                                • Art Director; Copywriter ","any one of the five requirements not met "]
["13.1.4","Level of expertise of key personnel that may be recommended to SARS, their accessibility, qualifications and competencies relevant to the scope of services; and","15"," - ER=10-15\n - MR=5-9\n - BR>5","In-house:\n• Client Service Director;\n•  Creative Director;\n•  Copywriter;","Plus Production Manager, strategic director, strong client service team","In-house:\n• Client Service Director;\n•  Creative Director;\n•  Copywriter;","any one of the three requirements not met ",{"$nulls":6},"5","3","1"]
["13.1.5","Full contact details of the key contact person /Account Manager.","2"," - ER =2\n - MR=1\n - BR>1","The response should include the following :                                                                              Contact details to include:\n• Name, telephone number and email address.                                                                    ","•  24 hour accessibility,\n• Ability to service the account at all hours, \n• Dedicated client service manager.  ","The response should include the following :                                                                              Contact details to include:\n• Name, telephone number and email address.                                                                    ","No contact/detail provided"]
[13.2,"Capability",30]
["13.2.1","Provide: \nA schedule of the bidder’s experience and proven track record over the past 4 years. The information provided for each client (minimum 3) must include:\n• Client name;\n• Contact person, phone number, company business address;\n• Contract period;\n• Description of a project/campaign;\n• Value of the project;\n• Challenges; and\n• Value added services.\n\nPlease note that SARS will sample and reserves the right to contact clients for a reference check. It is important to ensure that the clients listed on the bidder’s schedule are contactable.","5"," - ER= 4-5\n - MR= 2-3\n - BR=>2","Track record of client/campaign:\n•  3 clients with contactable references \n•  Value - annual spend of R100 million (collective), longevity of clients 3-5 years  \n","5 contactable clients, total spend of R250 million, longevity of clients 5 years plus","Track record of client/campaign:\n•  3 clients with contactable references \n•  Value: annual spend of R100 million (collective), longevity of clients 3-5 years ","Less than three references, client longevity less than 12 months"]
["13.2.2","The number of accounts retained and lost over the past 4 years.","5"," - ER= 4-5\n - MR= 2-3\n - BR=>2","Grow client base","No change to client base","•  Reduction of client base"]
["13.2.3","Provide (in not more than 1500 words)\nTwo (2) most recent case studies including approach/methodology used to execute project.\n• Demonstrate skills and experience of resources; and \n• Return on investment that the bidder secured for the client.\n","20"," - ER=16-20\n - MR=10\n - BR","Type of service provided (related to banking / parastatal/ government)\nROI: Extent to which costs resulted in change of behaviour, this must relate to advertising/brand campaigns ","Substantiating evidence, show reel, client testimonials , internal and external stakeholder engagement plans (related to advertising/brand).","Provide (in not more than 1500 words)\nTwo (2) most recent case studies including approach/methodology used to execute project.\n• Demonstrate skills and experience of resources; and \n• Return on investment that the bidder secured for the client.\n","Any requirement not adhered to"]
[13.3,"SARS Brand",20]
["13.3.1","Provide (in not more than 500 words)\n• Demonstrate an understanding of the SARS Brand and its mandate; and\n","15"," - ER=10-15\n - MR 5-9\n - BR>5","Demonstrate understanding of:\nSARS higher purpose, tax types, campaigns, target audiences,  communication channels, corporate identity","• Clear evidence of detailed research (i.e. annual report, strategic plan), \n• solution to suggested challenges","Demonstrate clear understanding of:\nSARS higher purpose, tax types, campaigns, target audiences,  communication channels, corporate identity","No research or insight evident"]
["13.3.2","Provide (in not more than 500 words)\n\n• Demonstrate an understanding of challenges facing the SARS brand and how these could be addressed.\n","5"," - ER= 4-5\n - MR= 2-3\n - BR=>2","Demonstrate understanding of:\nMacro and micro environment: political, economic, social, technologic, legislative, etc. and how these will be addressed with respect to SARS’ mandate.\n","Clear understanding of how the local  economy, global economy, political dynamics impacts SARS. Demonstrate understanding of the Finance/Fiscal family. Solution provided ","No value added to SARS statutory documents.","No research evident"]
[13.4,"Skills and Knowledge Transfer ",10]
["13.4.1","Demonstrate:\n• Bidder’s approach to ensure skills and knowledge transfer to SARS’s staff.\n","10"," - ER=8-10\n - MR=4-7\n - BR>4","Approach to include but not limited to the following:                                                              • Detailed plan on the skills and  knowledge transfer to SARS staff, topics and Timelines.                                                                                                                                 ","Sharing of meaningful insights through mechanisms such as case studies. New technology/trends, best practice. Benchmarked case. ","A basic plan with topics","No plan"]
[13.5,"Testimonials",10]
["13.5.1","Provide (2) most recent testimonials from clients.\nThe testimonials must include but not be limited to:\n• Brief description of services rendered;\n• Quality of service;\n• Performance; and\n• Work within budget/Cost.\n","10"," - ER=8-10\n - MR=4-7\n - BR>4","The response should include the following:                                                                             Provide (2) most recent testimonials from clients.\nThe testimonials must include but not be limited to:\n• Brief description of services rendered;\n• Quality of service\n• Performance\n• Work within budget/Cost.","Relevant testimonials related to advertising and brand across the reputational value chain (external, internal stakeholders). ","The response should include the following:                                                                             Provide (2) most recent testimonials from clients.\nThe testimonials must include but not be limited to:\n• Brief description of services rendered;\n• Quality of service\n• Performance\n• Work within budget/Cost.","Less than two "]
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[{"$nulls":3},"                             "]
["No.","Criteria","Weight","Point allocation","Score","RFP Doc. Reference","Comments"]
[]
[{"v":1,"d":"1.0"},"Company Profile",6]
[1.1,"Bidder must have at least five (5) years of experience providing Medical Surveillance and Immunization services\n1. Number of years in the field \n2. Geographical coverage\n3. Size of targeted participants previously covered (headcount)",6,"The bidder has provided the following response\n1. Number of years: \n5+ years = 3; \n3-4 years = 2\n1-2 years = 1\n\n2. Geographical coverage (9 Provinces)\n7-9 Provinces = 2\n4-6 Provinces = 1\n1-3 Provinces = 0\n\n3. Size of targeted participants\nmore than 2000 participants = 1\n1500 - 2000 participants = 0.5 \nless than 1500  = 0",null,"Refer to section 2.6.1"]
[{"v":2,"d":"2.0"},"Medical Surveillance",50]
[2.1,"Provide a methodology and rollout plan for the provisioning of the services. This will include the planning from receiving a service request from SARS up to implementation, utilising the information on the headcount in the various regions provided. These will address the following:\n1. Detail how you will plan the rollout upon receipt of service request\n2. Detail how you will manage the logistics (location, distance, storage (cold chain), number of days, etc)\n3. A detailed allocation of resources per site excluding a Occupational Medical Practitioner (ratio of staff personnel relative to number of SARS employees)",10,"The Bidder must provide detailed Methodology (Service scope) and rollout plan to include the following: \n1. Detail how bidder will plan the rollout upon receipt a of service request.\n3 staff members per mobile clinic = (2), below 3  = 0 \n7 days and less spent at a site = (2), more than 7 days = 0\nProject plan = (6)          \n\ttimelines for the service delivery process provided within 21 working days per site (from receiving service request, rolling out  medical surveillance, to reporting) =1.5, timelines provided over 21 calender days = 0\n\tUsing service provider mobile clinics at SARS premises = 1.5, anywhere else = 0\n\tExplain the resources to be used performing medical surveillance = 1.5,  None Professional nurse/technician = 0\n\tOutlined Medical Surveillence process to be used  = 1.5, Medical Surveillance process not outlined = 0",null,"Refer to section 2.6.2.1"]
[null,null,10,"2. Detail how you will manage the logistics (location, distance, storage (cold chain) number of days, etc)\nLocation/venue preparations indicated (as per 2.4.3.7 in the RFP document). = (2.5), Venue/location preparations not indicated = 0\nIndicate method to be used to ensure that vaccines are maintained at the correct temperature upon arrival = (2.5), Method not indicated/not acceptable = 0\nIndicate travel means for staff and resources to SARS site on the days services are rendered. = (2.5)\nPropose process to minimise impact to SARS operations( (2.5), process to minimise operation not provided = 0            "]
[null,null,10,"3. A detailed allocation of resources per site excluding a Occupational Medical Practitioner (ratio of staff personnel relative to number of SARS employees)\nMore than 2:20 = 10\nEqual to 2:20 = 7\nLess than 2:20 = 2                                                                                                             \n                                                                                                                                                                                                                                                                                     NB: Irrelevant or no information will be scored at a (0)"]
[2.2,"Provide full details of at least Five (5) mobile clinics (directly owned or leased) that will be utilised in the regions to provide the services to SARS; and this should include but not be limited:      \n                                                    \no  Proof of ownership with copies of  registration documents for each mobile clinic e.g. certificate of ownership, contract of purchase, etc),                            \no  Copies of lease  agreements where applicable (leasing contract);                                                                 \no  Copies of any other contract entered into in relation to the mobile clinics                                                 . ","10","Bidder has provided at least one but not limited to either of the following:                                                                                              \n• Proof of ownership  with copies of  registration documents for each mobile clinic        \n• Copies of lease  agreements contract entered into in relation to the mobile clinics                                                                                                                                     • Copies of any other contract entered into in relation to the mobile clinics\n\n5 mobile clinics and more = (10)\nless than 5 mobile clinic = (0)     \n                                                                                                                                                                                                                                                                                                                                                                                                                                                                           NB: No provision of details relating to ownership/leasing/contracting for mobile clinics provided will score a (0)                                                                              "]
[2.3,"Provide proof of at least 5 personnel with an average of 5 years of experience and qualifications - these are individuals who will be involved in medical surveillance i.e.\n\n1. Registered professional nurse/ Registered Occupational health practitioner\n","4","Provide CV's of personnel (Registered professional nurse/ Registered Occupational health practitioner) that will be assigned to SARS indicating but not limited to, qualification and experience. Bidder has provided the following:\n\nCV reflecting the years of experience: \nAverage of team members of 5 years and above = 2; below 5 years = 0\n\nCertified copies of Degree/Diploma or relevant certificate  for at least 5 members = 2, less than 5 certified coies of Degree/Diploma = 0\n\nBidders with no or irrelevant information will score no points                               "]
[2.4,"Provide proof of at least 5 personnel with an average of 5 years of experience and qualifications - these are individuals who will be involved in medical surveillance i.e.\n\n1. Registered technician (Audiometry and Spirometry)\n","4","Provide CV's of personnel (Registered technician (Audiometry and Spirometry)) that will be assigned to SARS indicating but not limited to, qualification and experience. Bidder has provided the following:\n\nCV reflecting the years of experience: \nAverage of team members  of 5 years and above = 2; below 5 years = 0\n\nCertified copies of Degree/Diploma or relevant certificate  for at least 5 members = 2, less than 5 certified coies of Degree/Diploma = 0\n\nBidders with no or irrelevant information will score no points                               "]
[2.5,"Provide proof of at least 5 personnel with an average of 3 years of experience, qualifications, proof of registration  - these are individuals who will be involved in medical surveillance i.e.\n\n1. Assistant nurse ","2","Provide CV's of personnel (Assistant nurse) that will be assigned to SARS indicating but not limited to, qualification, proof of registration, experience. Bidder has provided valid proof of registration with the relevant professional bodies including but not limited to South African Nursing Council (SANC) \n\nCV reflecting the years of experience: \nAverage of team members  of 3 years and above = 1; below 5 years = 0\n\nDegree/Diploma or relevant certificate = 0.5\n\nProof of registration with a professional  bodies = 0.5\n\nBidders with no or irrelevant information will score no points                               "]
[{"v":3,"d":"3.0"},"Immunisation ","20"]
[3.1,"Bidder(s) must provide a description of the protocol in case of an anaphylaxis emergency.","10","Bidder has indicated and elaborated on protocol in case of an emergency with detailed information including but not limited to;     \n                 \n• Medical \"ABCDE\" assessment (Airway, Breathing, Circulation, Disability and Exposure)= 4, Less than A to E = 0\n•Drugs /antidote= 2 \n•Portable oxygen cylinder = 2\n• IV maintenance = 2 \n\nNB: Irrelevant or no information will be scored at a (0)",null,"Refer to section 2.6.3.1"]
[3.2,"Bidder must provide their waste management process flow which describes the manner in which medical waste will be collected and disposed of in adherence to environmentally friendly standards. The process flow will detail the process as follows but not limited to:\nCollection of medical waste after use\nStorage\nHandling\nDisposal\n\n","10","Bidder has provided detailed description of the waste management process flow as following: \nCollection of  medical waste after use = (2.5)\nStorage = (2.5)\nHandling = (2.5)\nDisposal = (2.5)\n\nNB: Irrelevant or no information will be  scored at a (0)                                                                                                                                 ",null,"Refer to section 2.6.3.1"]
[{"v":4,"d":"4.0"},"INFORMATION MANAGEMENT",9]
[4.1,"\n\n\n\nThe Bidder must provide a detailed report or process flow to demonstrate what technological and organisational systems are in place to safe-guard SARS information. This includes how electronic, as well as paper-based, confidential information will be stored and maintained.\n\n Format to include, but not limited to, the purpose, background, process followed, findings/risks, mitigations, conclusion and recommendations. \n\nAll information handling should be in line with the Code of Ethics of Health Professionals as per the HPCSA ACT 1974(ACT NO.56 OF 1974 as well as the Protection of Personal information Act, 2013","2","The format of the process flow to include, but not limited to, \n• The purpose and background, (0.5)\n• Process followed (0.5)\n• Findings/risks, mitigations (0.5)\n• Conclusion and recommendations (0.5)\n\nNB: : Irrelevant or no information will be scored at a (0)      ",null,"Refer to section 2.6.3.2"]
[null,null,"7","The Bidder has provided the following: \n• A detailed description of how client information will be stored and  maintained electronically = (3) \n• A detailed description of how paper based client information will  stored and  maintained =(2)\n• A detailed description of   how information will be kept confidential from a SARS site to bidder's premises = (2)   \n\nNB: Irrelevant or no information will be scored at a (0)       "]
[{"v":5,"d":"5.0"},"COMPLAINTS MANAGEMENT PROCESS",5]
[5.1,"The Bidder(s) must provide:\n\nA complaints management process detailing the reporting, escalating, recording, and resolution of all incidents and/or complaints according to their seriousness.\n","5","The Bidder has provided a complaints management process detailing the Seriousness of all incidents in the following regard:\n                                                                                                  \n•  reporting of all incidents = 1.25\n•  escalating the incidents to the relevant authority = 1.25\n•  recording of all reported incidents = 1.25\n•  resolution process for all incidents = 1.25\n\nNB: Irrelevant or no information will be scored at a (0)                                                                                         \n                                      \n",null,"Refer to section 2.6.5.1"]
[{"v":6,"d":"6.0"},"Key Contact Person",1]
[6.1,"The full contact details of the key contact person / Account Manager who will be assigned to SARS, including his/her role and responsibilities","1"," •The Bidder has provided the key contact person / account manager  details; which included name and surname, designation and  contact details = (1)\n\nNB: Irrelevant or no information will be scored at a (0)     ",null,"Refer to section 2.6.6.1"]
[{"v":7,"d":"7.0"},"Reference",9]
[7.1,"Bidders must provide three (3) reference letters from Company clients on a company letterhead where similar Medical Surveillance and Immunizations service has been provided within the past 5 years. The reference letter should be on a Company Letterhead (not older than the past 12 months), signed, dated and contain the following: Company Name; Type of Service; Duration of the Contract; Contact Person; and Contact Details.\nEach letter provided by the service provider should indicate the following:\n•\tA brief description of services rendered that are relevant to the SARS requirement.\n•\tValue of the contract with the relevant client \n•\tA rating of the Quality of service \nNote: SARS may contact the clients for a reference check. It is therefore important to ensure that the clients listed are contactable. Information that is not relevant to the required services will not be considered.","9","Bidder has provided reference letters with a brief discription of service rendered, the value of contract as well a Rating of Quality of Service \n\nLetter with Company Name; Type of Service; Duration of the Contract; Contact Person;  and Contact Details on company letter head reflecting: \n\nA brief description of services rendered that are relevant to the SARS requirement.: 3x letters =3, 2 letters = 2, 1 letter = 1\n\nValue of the contract with the relevant client: 1 points per letter for contract value of R5mil and above; 0 points for contract values for below R5mil, \n\nRating of quality of service\nGood = 1 per letter\nAverage =  0.5 per letter \nno letters = 0",null,"Refer to section 2.6.7.1"]
["         TOTAL"]
[]
[]
["Name of Technical Evaluator: "]
["Date:"]
["Signature: "]
[]
[]
["Name of Technical Evaluator: "]
["Date:"]
["Signature: "]
[]
[]
["Name of Technical Evaluator: "]
["Date:"]
["Signature:"]

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