Microsoft word - sd-0011 sp registration and assessment 002-08 final draft

SEDA - REGISTRATION /
ASSESSMENT OF SERVICE PROVIDERS

Preamble

Please refer to the guidelines / purpose at the start of each section when completing this form. Where insufficient room is provided for your answers, please expand the space allocated or provide Service Providers must identify any information they provide in their applications that they would like to be treated as confidential (mark these parts “confidential”). This document may be submitted in either hard copy or electronic format (Microsoft Word or another compatible program is preferred). If provided in hard copy, the original must be signed, dated and accompanied by one copy. If the submission is in electronic format, Service Providers must supply a signed and dated hard copy declaration (this page and the next one) that the electronic format is complete, correct and duly authorised. An electronic submission will not be processed until this Write into Adobe Acrobat; this will convert the submission to a pdf file and so protect the integrity of the Please note that:
1. A completed form does not constitute an agreement or contractual obligation between seda
and the Service Provider.
2. seda will follow-up on references provided by the Service Provider, verify CIPRO registration
if applicable, listing with National Treasury Supply Chain Management as company, directors
or persons restricted to do business with the public sector.
DECLARATION by Service Provider:
I hereby state that the information contained in this document is true and complete. Related Party
Are you a relative or close friend of any employee of seda?
Transactions:
If yes, please provide the following details: seda employee name:
Signature of duly
authorised person

Printed name of
signatory

SD-0011/D
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Position of authority
Address:
Phone: w:
Attachments
Please attach the following documents when returning this registration form and initial where provided: Required for
Document to be Attached
Provided
Question
YES/NO/NA
Copy of VAT Registration (if applicable) Certificate of incorporation together with a list of Brief CVs of directors, senior management and key staff Policy detailing the procedure for handling customer Proof of customer satisfaction/rating or letter of confirmation stating satisfaction from customers for services rendered and referencing purposes. For any services that your company offers please provide proof of accreditation or affiliation to a relevant body e.g. ISO 9000 certificate. Letter from the bank to certify bank account details SD-0011/D
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IDENTIFICATION AND CONTACT INFORMATION
The information requested in this section identifies the organisation and provides seda and potential
users / clients with the contact and company details.
STATUTORY COMPLIANCE
Company registration No.:
VAT registration No.:
Tax clearance (SARS):
Nominated contact:
BEE COMPONENT
SP to attach documentary proof and organogram PREVIOUSLY DISADVANTAGED (WOMEN)
SP to attach documentary proof and organogram SD-0011/D
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COMPANY INFORMATION
The Company Information requested in this section is required to establish whether or not a SP has the
organisational, structural, managerial and financial capacity to provide sustainable Services.
CUSTOMER BASE
Number of Customers serviced:
Indicate the number of customers to which your organisation provided services in the last three years. Answer (e.g. a, b,. etc)
List of Major Customers and Projects:
List at least three major customers and projects in the last 3 years.
NB: seda will conduct a random check to verify information provided. This information could be
obtained through a telephonic survey.
Customer Name
Project Description
Contact Person
and Number
(NB: Attach proof of customer satisfaction or letter of confirmation from customer)
PHYSICAL STRUCTURE
Premises / facilities:
Indicate where your business facilities are located b) Office outside district but within the Province c) Office located within the district Municipality SD-0011/D
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Please indicate the geographical areas your company will be able to cover: GEOGRAPHICAL AREA
Only the following provinces (Please list if applicable): Outside the district but within the Province Equipment / Physical Assets:
Indicate which of the following is applicable to your business: b) Modern office equipment (e.g. computers / email facility) Organization’s Staff:
Provide a profile of your organisation’s staff (attach organogram). No. of Staff
Period of operation of the organization:
How long has your organisation been operating? Does the organization operate full time?
SD-0011/D
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MANAGEMENT CAPABILITY
Relevant Collective Management Experience:
Please identify the management members and their individual management experience
relevant to the provision of the services offered in this registration / assessment.
Name of Management
Relevant Experience
Experience
Criminal convictions, charges pending or other breaches of professional society rules:
Does any member of your management team have any criminal conviction, charges pending or other serious breaches of professional conduct that are relevant to the provision of the services offered in this registration / assessment? a) YES: there are currently convictions, charges and/or breaches b) YES: there were more than 3 years ago and did not reoccur since then c) NO Key operational staff with at least 3 years of relevant individual experience in the
services to be provided:
Please identify the key operational staff and their individual experience relevant to the
provision of the services offered in this registration / assessment.
Name of Management
Relevant experience
Experience
SD-0011/D
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Is your company currently accredited with an applicable industry/professional body?
To be supported by proof of accreditation. a) Not accredited / certified / registered to any System b) Not yet accredited but in the process If ‘yes’, please provide details (which one(s), and for how long). No of Years
Accredited to
Accredited
SD-0011/D
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DESCRIPTION OF SERVICES PROVIDED
The company information requested in this section is required to establish the range of services offered by your company, as well as the industry sectors and geographical areas within which services will be provided. RANGE OF SERVICES OFFERED
Indicate the range of services previously / currently offered by your company: Choose only five disciplines.
1.1.2 Cash flow projections, Financial planning & budgets, Insurance 1.1.3 Business plan development (incl. applications for funding) 1.1.4 Costing/Controls – Inventory, Taxation 1.1.6 Purchasing & procurement management 1.1.7 Patents & trade marks, Mergers & acquisitions 1.1.8 Legal (incl. Company Law), Company formations 1.2.1 Training (e.g. financial, marketing, technical, quality, export, 1.2.4 Labour Law and industrial relations 1.2.6 Skills development planning (e.g. competency assessments, training plans, skills gaps) 1.2.7 HR policies & procedures (e.g. performance management, disciplinary procedures, remuneration policies) 1.3.1 Product development (e.g. R&D, prototypes, ergonomic 1.3.2 Manufacturing processes, production & operational 1.3.3 Process development (e.g. factory layout work study, PPC, productivity improvement, problem-solving techniques) 1.3.4 Information & Communications Technology (ICT) (e.g. IT strategies, ERP systems, MRP systems, ICT process control) 1.4.2 Signage, Branding, Sales & merchandising 1.4.3 Promotional material (e.g. brochures/flyers, CD ROMs) 1.4.4 E-marketing (e.g. website development, E-commerce, CRM) 1.4.5 Trade exhibitions, Advertising, Public relations 1.4.6 Export & import procedures 1.4.7 Market facilitation (e.g. tender advice, business linkages) 1.5.2 Project management 1.5.3 QMS certification 1.5.4 Product certification/testing (e.g. testing / certification, CE mark, SD-0011/D
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FIVE MAIN ACTIVITY SECTORS WHICH SP CAN SUPPORT
Indicate the five main activity sectors that your company’s skills / knowledge can support
Agriculture, hunting, forestry and fishing Electricity, water and gas production and distribution Wholesale and retail trade, repair of motor vehicles and household goods, hotels & restaurants Financial intermediation, insurance, real estate and business services Provide additional details if considered relevant. SERVICE PROVIDER’ S OPERATIONAL AND TECHNICAL CAPABILITIES
The information being requested in this section is required to provide evidence that Service Providers are likely to have the operational and technical capability to further establish and/or sustain a business. SOURCE OF TECHNICAL EXPERTISE
From where do you source your technical expertise? b) Technical Expertise developed in-house c) Combination of in-house and outsourcing d) In-house development is reinforced by strategic partnerships If partially or wholly outsourced, please provide details. CUSTOMER RELATIONS /COMPLAINTS HANDLING
Do you have a documented system for effectively evaluating customer satisfaction with your services? If 'Yes', provide details or attach copy of procedure and the proof of customer rating. b) No system but have an idea, based on Customer Complaints c) Informal system – ask Customer how they feel about the services d) Documented Formal System (e.g, proof provided)In-house development SD-0011/D
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EDUCATION; TRAINING AND EXPERIENCE HISTORY
The information being requested in this section is required to provide evidence of the Service Provider's technical history and/or the Operations Manager's history in terms of education, training and experience. This section should be completed for each of these management members. (Note: All four columns in this section are to be completed.)
GENERAL EDUCATION
Name: Position:
School or College
Educational Establishment
Major Subjects
University, College, etc.
Educational Institution
Course / Main Subjects
CERTIFIED TRAINING COURSES / PROFESSIONAL DEVELOPMENT
Short Courses / Skills Programmes
Title of Course / Training Scheme, etc.
Institution
PRACTICAL / COMMERCIAL EXPERIENCE
(Enter in chronological order starting from most recent experience.)
From – To
Position
Name of Organisation
Details of Experience
SD-0011/D
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FOR OFFICIAL USE ONLY
REGISTRATION / ASSESSMENT RATING
APPROVED
FOR LISTING
APPROVED
NB: Assessor to attach SP Customer Verifications
SD-0011/D
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Source: http://www.seda.org.za/MyBusiness/Documents/SD-0011%20SP%20Registration%20and%20Assessment%20Form.pdf