SBD 8: past supply chain management practices; and SBD 8 vs SBD 9

What SBD 8 asks, how it differs from SBD 9, and the part most guides leave out: both were withdrawn on 31 March 2022, yet departments still ship them.

SBD 8 is the Declaration of Bidder’s Past Supply Chain Management Practices. It asks four questions about the bidder’s history with government procurement, and each “yes” needs particulars.

The four questions

4.1 Is the bidder or any of its directors listed on National Treasury’s Database of Restricted Suppliers?
4.2 Is the bidder or any of its directors listed on the Register for Tender Defaulters, kept under section 29 of the Prevention and Combating of Corrupt Activities Act 12 of 2004?
4.3 Was the bidder or any of its directors convicted by a court of law for fraud or corruption during the past five years?
4.4 Was any contract between the bidder and any organ of state terminated during the past five years for failure to perform?

Answer every one. A blank reads as an unanswered declaration. The certification at the end names the person signing, their position and the bidder, with a signature and date by hand.

SBD 8 vs SBD 9

SBD 8 looks backwards: has this bidder been restricted, defaulted, convicted or had a contract terminated? SBD 9 looks at this bid: was it arrived at independently, without collusion with competitors? Different questions, often shipped together at the back of a bid pack.

The part most guides leave out

Both SBD 8 and SBD 9 were replaced by the revised SBD 4 (Bidder’s Disclosure) under National Treasury SCM Instruction Note 3 of 2021/22, effective 31 March 2022. The revised SBD 4 merged the old SBD 4, SBD 8 and SBD 9 into one form, and its general declaration reproduces SBD 9’s independent-bid-determination wording. National Treasury no longer publishes SBD 8 or SBD 9 on its standard bidding forms page.

Departments still ship them anyway. Plenty of current bid packs include SBD 8 and SBD 9 next to the revised SBD 4. If yours does, fill them in: the department’s bid pack is what the evaluation committee checks against, and a missing form can cost you the bid whether or not it is current policy.

TenderFill fills SBD 8 from wording checked word for word across two independent departmental bid packs; they were identical. If your department’s version differs, fill in theirs using the answer sheet.

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Fill in SBD 4 and SBD 9 now

Answer the questions, download both forms filled in and flattened, sign by hand. Nothing you type is kept.

Open the free SBD 4 + SBD 9 tool

What TenderFill does not do

It checks your company’s readiness, not your bid. It reads the tender pack you upload and checks your company’s records and documents against it. It does not read or judge the bid you submit, and it may miss a requirement: the tender document is the authority.
It does not guarantee compliance. Every pack requires your review before submission. You must still check signatures, pricing and tender-specific instructions.
Your department’s own forms take precedence. Many bid packs ship their own layout of the SBD forms, and SBD 1 asks for bids on the official forms provided, not retyped. If your bid pack includes its own version of a form, fill in theirs; the Field Answer Sheet tells you what to write where.
It fills the standard municipal forms, not a municipality’s own. For a municipal tender the pack is MBD 1, 4, 6.1, 7.2, 8 and 9 as National Treasury publishes them. Many municipalities issue their own versions, especially of MBD 4; fill in theirs from the Field Answer Sheet. It does not fill MBD 7.1 or 7.3, the goods and works contract forms, or any MBD 3 pricing schedule.
It does not prepare a joint venture’s bid as one. Each party to a joint venture or consortium needs its own pack, and the tender will usually want the signed JV agreement too.

The four questions

4.1 Is the bidder or any of its directors listed on National Treasury’s Database of Restricted Suppliers?

4.2 Is the bidder or any of its directors listed on the Register for Tender Defaulters, kept under section 29 of the Prevention and Combating of Corrupt Activities Act 12 of 2004?

4.3 Was the bidder or any of its directors convicted by a court of law for fraud or corruption during the past five years?

4.4 Was any contract between the bidder and any organ of state terminated during the past five years for failure to perform?

Answer every one. A blank reads as an unanswered declaration. The certification at the end names the person signing, their position and the bidder, with a signature and date by hand.

The part most guides leave out

What TenderFill does not do

It checks your company’s readiness, not your bid. It reads the tender pack you upload and checks your company’s records and documents against it. It does not read or judge the bid you submit, and it may miss a requirement: the tender document is the authority.

It does not guarantee compliance. Every pack requires your review before submission. You must still check signatures, pricing and tender-specific instructions.

Your department’s own forms take precedence. Many bid packs ship their own layout of the SBD forms, and SBD 1 asks for bids on the official forms provided, not retyped. If your bid pack includes its own version of a form, fill in theirs; the Field Answer Sheet tells you what to write where.

It fills the standard municipal forms, not a municipality’s own. For a municipal tender the pack is MBD 1, 4, 6.1, 7.2, 8 and 9 as National Treasury publishes them. Many municipalities issue their own versions, especially of MBD 4; fill in theirs from the Field Answer Sheet. It does not fill MBD 7.1 or 7.3, the goods and works contract forms, or any MBD 3 pricing schedule.

It does not prepare a joint venture’s bid as one. Each party to a joint venture or consortium needs its own pack, and the tender will usually want the signed JV agreement too.