MOVING FORWARD RT 46 Department of Transport Fleet Management Tender Frequently Asked Questions (FAQ’s) & Step by Step-Guide Engagement Mandate RT46 Context Your readiness to the new RT46 contract is a priority to us and this short guide will help you understand how best to complete the “Engagement Mandate” form. Please remember that as of the 1 of April 2014, the new RT46 contract will be implemented with changes to processes. As a user you must have an understanding of the new requirements and processes for you to benefit from the services available to you. RT46 Question What is an Engagement Mandate? An Engagement Mandate is when a nominated person or persons are authorised by a business/Government entity to engage and or transact on behalf of that entity with another entity. Since the new RT46 contract has commenced, it is therefore required that an “Engagement Mandate Form” be completed by all end user departments. This will be enable services or transactions to be managed effectively and efficiently. RT46 Question Why do you need to complete this form? The management processes related to the RT46 contract have now changed and new processes are being implemented. With the new RT 46 contract, Transit Solutions (Pty) Ltd is the primary contractor and the State User Departments must provide new mandates to Transit Solutions (Pty) Ltd indicating which services need to be provided to each user department. In addition, all staff that we will be taking instructions from on the account, need to be disclosed to Transit Solutions (Pty) Ltd in order to ensure we execute the service requirements on mutually understood terms to meet the specific needs of each State user department. RT 46 Question Why do you need to provide certified ID copies of the people we will be taking instructions from? Due to the nature of the processes involved with the new RT46 contract, FICA requirements are a necessity for overall compliance purposes. These requirements have been limited to the provision of certified ID copies of all staff that we will be taking instructions from during the course of delivering the required services. This will ensure transparency and legitimacy for Transit Solutions to act on instructions from the various State user departments. RT46 Question What will happen if the form is not completed and returned before 1 April 2014? In the absence of completing the Engagement Mandate, Transit Solutions will have no formal instruction from your user department to participate in the new RT46 - 2014 contract and we will revert to the General Terms of Reference in the Tender. Consequently, you run the risk of not receiving the services you require and/or the terms of reference is left to interpretation and will remain unclear. We therefore urge you to please complete the form and return to: gov.rt46@standardbank.co.za RT46 Question When must the Engagement Mandate form with all FICA documents be sent? In order to ensure that you have access to all services made available courtesy of the new RT46 contract; please send your completed form by not later than the 11 April 2014 This will ensure that our interactions are facilitated efficiently. RT 46 Questions What to do with the Engagement Mandate once it is completed? Once you have completed the form, kindly sign and scan the document and forward the same to gov.rt46@standardbank.co.za You can retain the original documents and inform the relevant Transit Account Executive that it is ready for collection. Transit Account Executives will collect the original documents from you. RT 46 Questions Completing an Engagement Mandate Form How to complete an engagement form RT 46 Engagement Mandate Form Page 1 Please enter primary contact person that Transit Solutions will be dealing with and take Customer: Primary Contact Person: instructions from in the execution of the RT 46 Telephone Number: Fax Number: eMail Address: Cellular Number: - 2014 contract. The nomination of secondary Primary Address: contact persons is also provided for. Kindly complete the details as requested and provide ERT46/001 Government RT 46 - 2014 Engagement Mandate Date: Transit Rep: Standard Bank Rep: Client Code: Participant Details: Y/N Province National Department SAPS Other (Specify) Secondary Contact Persons: Responsibility Name Departmental Break-Out List Regions, Divisions, Cost Centers, etc. On Page 5 Note: We require a certified copy of the representative stated's ID to be attached to this schedule Name Phone Mobile Fax eMail certified ID copies of the relevant persons. In addition, you are required to elect the Address and Location of Secondary Contact Persons (if different) RT 46 Services Required: specific services you require Transit Solutions to provide to your user department in terms of the RT 46 contract. Kindly select the appropriate box by marking the same and Note: We require a certified copy of the representative stated's ID to be attached to this schedule *Indicate the fleet management services you require from Transit / Standard Bank Y/N Fuel Cards - Fuel, Oil and Till - Fuel Only (SAPS) -Toll Only VIT - eFuel - eFuel eAssy - Gap Cards Estimated Number of Vehicles Comment *Note that in future the Fuel,Oil and Toll Cards will be used as the Gap Cards. Gap Cards will only be able to transact at the approved Gap Sites. Managed Maintenance - Managed Maintenance - Accident Repairs - Vehicle license Renewal Comments: provide additional information if necessary. Initial:……… …… Page 1 RT 46 Engagement Mandate Form Page 2 This page needs to be completed by all State user departments making use of the Managed Maintenance service. The RT 46 - 2014 contract provides for an extensive service and the terms of reference is extremely broad. Government RT 46 - 2014 Engagement Mandate Managed Maintenance Services Mandate: Type Of Service, Policies and Restrictions Approximate Number of Vehicles to be Serviced Vehicle Replacement Policy / Maintenance Restrictions Mechanical Service Intervals Accessories and Hydraulics Service Requirements Accessory Fitent Restrictions your specific user requirements, kindly complete this section as requested and provide certified ID copies of relevant persons ID documents. In addition, the levels of authority between the Managed Maintenance Call Center, transport managers and Management need to be declared together Comments / Details Number of Government Garages in Service - Vehicle Radios - Airconditioners - Protective Gear (bull-bars etc) - Gearlocks - Branding and Signage Accident Repairs Should you wish to restrict the application of the service to ERT46/001 - Self Insured - Insurance Company - Special Conditions - Instructions to Inspecctors Car Wash Payable via Fleet Card Valet Services Payable via Fleet Card Drive Train Unit Policy / Restrictions Engine Overhaul Policy/Restrictions Towe In Services YES NO Other: YES NO YES NO Reestrictions: Reestrictions: - Office Hours - After Hours Tyres: - Tyre Replacement Policy - Wheel Alignment Intervals / Fitments Exhaust Systems - Standard / Stainless Steel Batteries - Replacement Policy - Warranty Period Preference Glass Work Replacement Restrictions - Windscreens - Head and Tail Lights - Side Windows and Other Glass Vehicle Inspections with the contact detail of your relevant staff. General Exclusions/Restrictions Preferential Dealers, Workshop, Merchants List Preferential Motor Dealerships List Preferential Workshops Please ensure that you supply us with the mandate amounts/limits above which your officials must approve. List Preferential Merchants List Preferential BBBEE Work Distribution Limits of Authority Transit / Standard Bank Limits Of Approval Escallations Of Authority If The Transit / Standard Bank Limit Is Exceeded Responsibility Name Phone Mobile Fax eMail RT 46 Engagement Mandate Form Page 2 continued Government RT 46 - 2014 Engagement Mandate Please ensure that you supply us with the mandate amounts/limits above which your officials must approve. Managed Maintenance Services Mandate: Type Of Service, Policies and Restrictions Approximate Number of Vehicles to be Serviced Vehicle Replacement Policy / Maintenance Restrictions Mechanical Service Intervals Accessories and Hydraulics Service Requirements Accessory Fitent Restrictions ERT46/001 Comments / Details Number of Government Garages in Service - Vehicle Radios - Airconditioners - Protective Gear (bull-bars etc) - Gearlocks - Branding and Signage Accident Repairs - Self Insured - Insurance Company - Special Conditions - Instructions to Inspecctors Car Wash Payable via Fleet Card Valet Services Payable via Fleet Card Drive Train Unit Policy / Restrictions Engine Overhaul Policy/Restrictions Towe In Services YES NO Other: YES NO YES NO Reestrictions: Reestrictions: - Office Hours - After Hours Tyres: - Tyre Replacement Policy - Wheel Alignment Intervals / Fitments Exhaust Systems - Standard / Stainless Steel Batteries - Replacement Policy - Warranty Period Preference Glass Work Replacement Restrictions - Windscreens - Head and Tail Lights - Side Windows and Other Glass Vehicle Inspections Please also ensure that you supply us with the name and contact information for the officials that must approve amounts exceeding maximum limits. Please add the details here.. General Exclusions/Restrictions Preferential Dealers, Workshop, Merchants List Preferential Motor Dealerships List Preferential Workshops List Preferential Merchants List Preferential BBBEE Work Distribution Limits of Authority Transit / Standard Bank Limits Of Approval Escallations Of Authority If The Transit / Standard Bank Limit Is Exceeded Responsibility Name Phone Mobile Fax eMail RT 46 Engagement Mandate Page 3 This page requires the details of your payment ERT46/001 Government RT 46 - 2014 Engagement Mandate On-Site Service Requirements: offices so we can direct the billing. In addition, Y/N Comments / Details On-Site Managed Maintenance Call Center On-Site Bank Administration Required Monthly Management Meetings your preferential payment terms need to be Weekly Management Meetings Government Garage Maintenance Transactions Card Readers for Internal Fuel Bowsers indicated. Please ensure this page is duly Kindly provide as much information as possible on page 3,4 and 5 Vendor Payment Offices: Contact Person Phone Mobile Fax eMail Payment Offices Details: signed by the appropriate authority in your structure and a certified ID copy of the Note: We require a certified copy of the representative stated's ID to be attached to this schedule Account Holder Bank Branch # Account # Bank Account Details: relevant persons ID documents are also provided. Daily Weekly Monthly Other (Specify) Payment / Settlement Instructions: Date Specific? Are you registeres as a VAT vendor? Payment by EFT or debit order? Y/N VAT Number: EFT Y/N Debit Order Y/N Authority To Deliver Services I declare that the services required by the Province/Department/National Accounts in term of the Contract RT 46 2014, are the services set out in this document, and undertake to inform Transit Solutions of any changes to the services required. Service Delivery Reqiured In Terms Of RT 46 - 2014 Sign Sign Name Designation Name Designation Note: We require a certified copy of the representative stated's ID to be attached to this schedule Initial:………… … Page 3 RT 46 Engagement Mandate Page 4 ERT46/001 Government RT 46 - 2014 Engagement Mandate * If your account is paid at regional or divisional level, kindly indicate the payment office responsible for the account Client Code Billing Code Department Number of Vehicles Regions and Departments Payment Office Note: We require a certified copy of the representative stated's ID to be attached to this schedule Contact Person Phone Mobile Fax Initial:…………… eMail Page 4 This page needs to be completed if you have cost centers on the account that operate at different locations and/or you have staff in the regions that will be providing Transit Solutions with operational instructions during the course of execution of the contract. RT 46 Engagement Mandate Page 5 This page provides space for any additional considerations on the account. User departments are encouraged to complete or attach any information they deem necessary for Transit Solutions to consider in the delivery of the services required. ERT46/ 001 Government RT 46 - 2014 Engagement Mandate NOTES and Additional Information Initial:…………… Page 5
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