{"name":null,"email":"[email protected]","phone":"+27 53 830 5464","department":null,"address":"n the conditions of contract identified"}

All completed Contract Data Part 2 forms are to be returned with the tender. CVs for key personnel are appended to a tender schedule. The contract requires Bidders/Contractors to notify the Employer of any changes in B-BBEE status within 30 days with a verified certificate. Construction regulations apply. The Employer is Eskom Holdings SOC Ltd (reg no: 2002/015527/30), and the tender is governed by the NEC3 Engineering and Construction Contract (ECC3), using Option B (priced contract with bill of quantities), dispute resolution Option W1, and Z-clauses.

Provision of Major and Minor Reticulation within Distribution,

including the installation of smart meters, re-closers and

voltage regulators within Distribution Gemma Cluster-Northern

Cape on an “as and when” required basis over a period of four

(4) years

Contents: No of

pages

Part C1 Agreements & Contract Data [●]

Part C2 Pricing Data [●]

Part C3 Scope of Work

2 Name:

Job

Responsibilities:

2 Available from Engineering Contract Strategies Tel 011 803 3008, Fax 011 803 3009 or see www.ecs.co.za

ESKOM HOLDINGS SOC Ltd CONTRACT NO. _________

Major and minor reticulation within distribution, including the installation of smart meters, reclosers and voltage regulators within distribution gemma cluster on an “as and when” required basis

Over a period of four (4) years

CV's (and further key persons data including

CVs) are appended to Tender Schedule entitled

11.2(3) The completion date for the whole of the

works is

11.2(14) The following matters will be included in

the Risk Register

11.2(19) The Works Information for the Contractor’s

design is in:

31.1 The programme identified in the Contract

Data is

B Priced contract with bill of quantities

11.2(21) The bill of quantities is in

11.2(31) The tendered total of the Prices is (in figures)

(in words), excluding VAT

Note “SCC” means Schedule of Cost Components

Data for Schedules of Cost starting on , and “SSCC” means Shorter

Components Schedule of Cost Components starting on

of ECC3 (April 2013).

B Priced contract with bill of quantities Data for the Shorter Schedule of Cost

Components

41 in The percentage for people overheads is:

Sscc

21 in The published list of Equipment is the last

SSCC edition of the list published by

The percentage for adjustment for

Equipment in the published list is Minus %

22 in The rates of other Equipment are: Equipment Size or Rate

SSCC capacity

61 in The hourly rates for Defined Cost of

SSCC design outside the Working Areas are Category of employee Hourly rate

Note: Hourly rates are estimated ‘cost to

company of the employee’ and not selling rates.

ESKOM HOLDINGS SOC Ltd CONTRACT NO. _________

Major and minor reticulation within distribution, including the installation of smart meters, reclosers and voltage regulators within distribution gemma cluster on an “as and when” required basis

Over a period of four (4) years

Please insert another schedule if foreign

resources may also be used

62 in The percentage for design overheads is %

Sscc

63 in The categories of design employees

SSCC whose travelling expenses to and from the

Working Areas are included in Defined

Cost are:

ESKOM HOLDINGS SOC Ltd CONTRACT NO. _________

Major and minor reticulation within distribution, including the installation of smart meters, re-

Closers and voltage regulators within distribution gemma cluster on an “as and when” required basis

Over a period of four (4) years

Part 2: pricing data

ECC3 Option B

Document Title No of

reference pages

C2.1 Pricing assumptions: Option B

C2.2 The bill of quantities

ESKOM HOLDINGS SOC Ltd CONTRACT NO. _________

Major and minor reticulation within distribution, including the installation of smart meters, reclosers and voltage regulators within distribution gemma cluster on an “as and when” required basis

Over a period of four (4) years

C2.1 Pricing assumptions: Option B

How work is priced and assessed for payment

Clause 11 in NEC3 Engineering and Construction Contract (ECC3) Option B states:

Identified and 11

defined terms 11.2 (21) The Bill of Quantities is the bill of quantities as changed in accordance

with this contract to accommodate implemented compensation events and for

accepted quotations for acceleration.

(28) The Price for Work Done to Date is the total of

• the quantity of the work which the Contractor has completed for each item

in the Bill of Quantities multiplied by the rate and

• a proportion of each lump sum which is the proportion of the work covered

by the item which the Contractor has completed.

Completed work is work without Defects which would either delay or be

covered by immediately following work.

(31) The Prices are the lump sums and the amounts obtained by multiplying

the rates by the quantities for the items in the Bill of Quantities.

This confirms that Option B is a re-measurement contract and the bill comprises only items measured using

quantities and rates or stated as lump sums. Value related items are not used. Time related items are items

measured using rates where the rate is a unit of time.

Function of the Bill of Quantities

Clause 55.1 in Option B states, “Information in the Bill of Quantities is not Works Information or Site

Information”. This confirms that specifications and descriptions of the work or any constraints on how it is to

be done are not included in the Bill, but in the Works Information. This is further confirmed by Clause 20.1

which states, “The Contractor Provides the Works in accordance with the Works Information”. Hence the

Contractor does not Provide the Works in accordance with the Bill of Quantities. The Bill of Quantities is

only a pricing document.

Guidance before pricing and measuring

Employers preparing tenders or contract documents, and tendering contractors are advised to consult the

sections dealing with the bill of quantities in the NEC3 Engineering and Construction Contract Guidance

Notes before preparing the bill of quantities or before entering rates and lump sums into the bill.

There is no general provision in Option B for payment for materials on Site before incorporation into the

works. If secondary Option X14 Advanced payment has not been used then the tendering contractor may

obtain the same effect by inserting appropriate items in the method related charges where the method of

measurement allows, or alternatively making allowance in the rates of the bill of quantities for the financing

of Plant and Materials until they are incorporated in the works.

When compensation events arise, the default position is that the Bill of Quantities is not used to calculate

the cost effect of the event. Defined Cost and the resulting Fee is used and Defined Cost includes all

components of cost which the Contractor is likely to incur, including so called P & G items. Rates and

Part c2: pricing data c2.1 ECC3/B pricing assumptions

ESKOM HOLDINGS SOC Ltd CONTRACT NO. _________

Major and minor reticulation within distribution, including the installation of smart meters, reclosers and voltage regulators within distribution gemma cluster on an “as and when” required basis

Over a period of four (4) years

lump sums from the Bill of Quantities, or from any other source, may be used instead of Defined Cost and

the Fee only if the Contractor and Project Manager agree. If they are unable to agree, then Defined Cost

plus Fee is used.

Measurement and payment

Symbols

The units of measurement described in the Bill of Quantities are metric units abbreviated as follows:

Abbreviation Unit

% percent

h hour

ha hectare

kg kilogram

kl kilolitre

km kilometre

km-pass kilometre-pass

kPa kilopascal

kW kilowatt

l litre

m metre

mm millimetre

m2 square metre

m2-pass square metre pass

m3 cubic metre

m3-km cubic metre-kilometre

MN meganewton

MN.m meganewton-metre

MPa megapascal

No. number

sum Lump sum

t tonne (1000kg)

General assumptions

Unless otherwise stated, items are measured net in accordance with the drawings, and no allowance

has been made in the quantities for waste.

The Prices and rates stated for each item in the Bill of Quantities shall be treated as being fully

inclusive of all work, risks, liabilities, obligations, overheads, profit and everything

necessary as incurred or required by the Contractor in carrying out or providing that

item.

An item against which no Price is entered will be treated as covered by other Prices or rates in the

bill of quantities.

The quantities contained in the Bill of Quantities may not be final and do not necessarily represent

the actual amount of work to be done. The quantities of work assessed and certified for

payment by the Project Manager at each assessment date will be used for determining

payments due.

Part c2: pricing data c2.1 ECC3/B pricing assumptions

ESKOM HOLDINGS SOC Ltd CONTRACT NO. _________

Major and minor reticulation within distribution, including the installation of smart meters, reclosers and voltage regulators within distribution gemma cluster on an “as and when” required basis

Over a period of four (4) years

The short descriptions of the items of payment given in the bill of quantities are only for the

purposes of identifying the items. Detail regarding the extent of the work entailed under

each item is provided in the Works Information.

Departures from the method of measurement

Amplification of or assumptions about measurement items

The following is provided to assist in the interpretation of descriptions given in the method of

measurement. In the event of any ambiguity or inconsistency between the statements in the method of

measurement and this section, the interpretation given in this section shall be used.

Part c2: pricing data c2.1 ECC3/B pricing assumptions

C2.2 the bill of quantities

Ncou

Minor & Major Reticulation

Summary

Amount

SECTION 1 Site Establishement R -

SECTION 2 Transport R -

SECTION 3 Bush Clearing & Tree Felling R -

SECTION 4 Excavations R -

SECTION 5 Plant Poles R -

SECTION 6 Stay Install & Assemble MV Stays complete R -

SECTION 7 Assemble MV Structures R -

SECTION 8 Assemble LV Structures R -

SECTION 9 Install & Assemble LV Stays complete R -

Pole Top & secure pole top metering kiosks Installation

Section 10

(Smart Metering) R -

SECTION 11 Conductor Stringing (Tension, Regulate & Bind In) R -

SECTION 12 Installing of Transformers and Structures R -

SECTION 13 Installation for Overhead Line R -

SECTION 14 Transformer LV Protection R -

Install CT-VT, Recloser, Voltage Regulator, Shunt

Section 15

Capacitor Banks. R -

SECTION 16 Equipment/Section Cut-Outs or Disconnectors R -

SECTION 17 Miniature Substation R -

SECTION 18 Ring Main Unit (RMU) R -

SECTION19 Ground Mounted CT-VT Unit R -

SECTION 20 Ground Mounted Meter Kiosk R -

SECTION 21 Earthing Installation: Overhead and Underground R -

SECTION 22 Underground Cable Installation R -

SECTION 23 MV/LV Cable Termination R -

SECTION 24 MV/LV Cable Joints R -

SECTION 25 Pole Numbering R -

SECTION 26 Service Connection Installation R -

SECTION 27 Equipment Fencing R -

SECTION 28 Equipment Dismantling R -

SECTION 29 Bil & Bonding R -

SECTION 30 Equipment Testing R -

SECTION 31 Material R -

Total schedule of quantities r -

Value Added Tax @ 15% R -

Total (incl VAT) R -

ESKOM HOLDINGS SOC Ltd CONTRACT NUMBER _____________

Project & contract title

Part 3: scope of work

Document Title No of

reference pages

This cover

C3.1 Employer’s Works Information

C3.2 Contractor’s Works Information

Total number of pages

Part c3: scope of work 5 c3 ecc3 cover page

ESKOM HOLDINGS SOC Ltd CONTRACT NUMBER _____________

Project & contract title

C3.1: Employer’s works information

Contents

Description of the works

Executive overview

Eskom has a mandate to fulfil its Key Performance Indicators as stated in the NERSA Policy; which reads as

follows:

Electricity supply — quality of service (nrs 047-1:2005 8)

2.1. Providing a supply

If a customer has paid all the money he owes and met all other obligations stipulated by the licensee and if,

where applicable, all subsidies have been received, the following time frames shall apply for the provision of

supply:

a) Within 30 working days where existing infrastructure can be used;

b) Within two months where LV network extensions are required and within three months where MV network

extensions are required; and NOTE It might be necessary to negotiate an extended period of time to

accommodate delivery of equipment from manufacturers.

c) If new networks have to be installed, if HV extensions are required or if supply is required for industrial and

commercial customers, the period for providing the supply shall be negotiated between the customer and the

licensee. The target percentage success is at least 95 %.

The panel of contractors is needed for the construction of direct customer projects as and when applications

are raised from customers. These projects range from 30 days duration up to a negotiated time frame

depending on the scope. To meet the NERSA requirements (ELECTRICITY SUPPLY — QUALITY OF

SERVICE (NRS 047-1:2005 8), immediate service by the panel of contractors is therefore needed to execute

the works. The volume applications and various scope of works necessitate the panel of contractors.

Therefore, noting that Eskom does not have sufficient manpower it is imperative that contract of this nature

be established, and in order to fulfill the volume of applications for power connections, that this contract has

to be in the form of a panel.

Employer’s objectives and purpose of the works

The scope of work for MV and LV Minor and Major reticulation lines is standard throughout Eskom and was

compiled by Project Execution Department and Stated as follows:

The supply of labour, material and transport as per the attached bill of quantities for the construction of MV

and LV Minor and Major reticulation lines (up to 5km/1MVA for Minor retic and above 5km/1MVA for Major

retic) and associated work.

Based on the customer’s requirement a detailed scope of work will be issued to the contractor with each

request. The appointed contractor is requested to supply material (“as and when required”) to the given job,

except major items to be advised by Standards and Implementation Department.

Below are the types of projects to be executed.

Type 1 projects

• House connections.

Part c3: scope of work c3.1 Ecc3 employer’s works information

ESKOM HOLDINGS SOC Ltd CONTRACT NUMBER _____________

Project & contract title

• Installation and replacement of smart meter and airdac/service cable.

Type 2 projects

• House connections.
• Installation and replacement of smart meter and airdac/service cable.
• Installation and replacement of meter KIOSK with landrate, ruralflex and smart meters.
• Extension on the LV backbone (Overhead/underground).

Type 3 Projects

• House connections.
• Installation and replacement of smart meter and airdac/service cable.
• Extension on the LV backbone.(Overhead and underground).
• Construction of lines (overhead or underground) up to 5km.
• Building of transformer/Minisub structure including installation of: 16kva – 1 MVA Pole mounted.
• Transformers and 200 kVA – 1MVA Mini subs.
• Installation of MV and service cables (when required).
• Installation and replacement of meter KIOSK with landrate, ruralflex and smart meters.
• Decommissioning work.

Type 4 Projects (Negotiated days) - All of the above including:

• Construction of lines (overhead or underground) from 500m upwards.
• All long lead material projects.
• SAHRA approvals, Railway crossings, servitudes, bush clearing, Rock drilling, bulleting.
• Road crossing (National, Provincial and local roads).
• Line upgrades.

Type 5 and 6 Projects - All of the above including:

• Line construction and deviation projects up to 33kv lines.
• Recoverable work.
• Minor and Major Refurbishment, Strengthening Projects e.g. Feeder splits and split metering. Eskom

incurred costs.

• All long lead material projects.
• Project requiring dead outages.
• Self-built projects.
• SSEG/ IPP projects.

The scope will also include the following:

Installation of underground MV and LV cables including related terminations and joints up to 33Kv.

Installation of miniature substations (minisubs) and ring main units (RMUs).

Installation of load switches & section links.

Installation of transformers, reclosers, voltage regulators, CTVT (Metering Units).

Decommissioning of equipment.

And any other activity with voltage up to 33kV..

Interpretation and terminology

The following abbreviations are used in this Works Information:

Abbreviation Meaning given to the abbreviation

PM Project Manager

CoW Clerk of Works

Part c3: scope of work c3.1 Ecc3 employer’s works information

Qualifications:

Experience:

2 Name:

2 Available from Engineering Contract Strategies Tel 011 803 3008, Fax 011 803 3009 or see www.ecs.co.za

ESKOM HOLDINGS SOC Ltd CONTRACT NO. _________

Major and minor reticulation within distribution, including the installation of smart meters, reclosers and voltage regulators within distribution gemma cluster on an “as and when” required basis

Over a period of four (4) years

Qualifications:

Experience:

CV's (and further key persons data including

CVs) are appended to Tender Schedule entitled

11.2(3) The completion date for the whole of the

works is

11.2(14) The following matters will be included in

the Risk Register

11.2(19) The Works Information for the Contractor’s

design is in:

31.1 The programme identified in the Contract

have been discovered on reasonable

inspection by the Employer or the Supervisor

before the defects date, without requiring any

inspection not ordinarily carried out by the

any inspection over and above the reasonable

inspection, this does not place a greater

responsibility on the Employer or the

occupational hygiene inspection body, i.e. a SANAS accredited and Department of

The offered total of the Prices exclusive of VAT is Rate based Contract. Value Added Tax @ 15% is Rate based Contract. The offered total of the amount due inclusive of VAT is Rate based Contract. The pricing schedule includes sections for Smart Metering, Conductor Stringing (Tension, Regulate & Bind In), Installing of Transformers and Structures, Installation for Overhead Line, Transformer LV Protection, with rates to be filled in. Total (incl VAT) is to be calculated.

Payment Terms: payment certificate from the Project Manager in terms of core

clause 51.1, the Contractor provides the Employer with a tax invoice in accordance with the

Employer's procedures stated in the Works Information, showing the amount due for payment

equal to that stated in the payment certificate.

Z7.2 If the Contractor does not provide a tax invoice in the form and by

No specific requirements found

B-BBEE Details: eemed to be jointly

and severally liable to the Employer for the performance of this contract.

Z2.2 Unless already notified to the Employer, the persons or organisations notify the Project

Manager within two weeks of the Contract Date of the key person who has the authority to bind

the Contractor on their behalf.

Z2.3 The Contractor does not alter the composition of the joint venture, consortium or other

unincorporated grouping of two or more persons without the consent of the Employer having

been given to the Contractor in writing.

Z3 Change of Broad Based Black Economic Empowerment (B-BBEE) status

Z3.1 Where a change in the Contractor’s legal status, ownership or any other change to his business

composition or business dealings results in a change to the Contractor’s B-BBEE status, the

Contractor notifies the Employer within seven days of the change.

Z3.2 The Contractor is required to submit an updated verification certificate and necessary

supporting documentation confirming the change in his B-BBEE status to the Project Manager

within thirty days of the notification or as otherwise instructed by the Project Manager.

Z3.3 Where, as a result, the Contractor’s B-BBEE status has decreased since the Contract Date the

Employer may either re-negotiate this contract or alternatively, terminate the Contractor’s

ESKOM HOLDINGS SOC Ltd CONTRACT NO. _________

Major and minor reticulation within distribution, including the installation of smart meters, reclosers and voltage regulators within distribution gemma cluster on an “as and when” required basis

Over a period of four (4) years

obligation to Provide the Works.

Z3.4 Failure by the Contractor to notify the Employer of a change in its B-BBEE status may

constitute a reason for termination. If the Employer

(Insert name and address of

Name & organisation)

signature of Date

witness

Note: If a tenderer wishes to submit alternative tenders, use another copy of this Form of Offer and

no rate is quoted for the currency in question

then the rate for United States Dollars, and if

no such rate appears in The Wall Street

X1.1(a) The base date for indices is The base date for indices is (a month before

the month in which the enquiry closed), from

the anniversary date of base date, the rates will

be adjusted for inflation using the relevant

tables published by the Department of Labour.

X1.1(c) The proportions used to calculate the

Price Adjustment Factor are: proportion linked to index Index

for prepared by

60% Labour Table C-3 SEIFSA

rates Table

15% Transport Table L-1 SEIFSA

rates Table

10% Material Table D SEIFSA

rates Table

15% non-adjustable

Total 1.00

X2 Changes in the law There is no reference to Contract Data in this

rights, and does not give rise to an estoppel unless the Parties agree otherwise and confirm

such agreement in writing.

Z6 Health, safety and the environment: Add to core clause 27.4

Z6.1 The Contractor undertakes to take all reasonable precautions to maintain the health and safety

of persons in and about the execution of the works. Without limitation the Contractor:

• accepts that the Employer may appoint him as the “Principal Contractor” (as

defined and provided for under the Construction Regulations 2014 (promulgated

under the Occupational Health & Safety Act ) (“the Construction

Regulations”) for the Site;

• warrants that the total of the Prices as at the Contract Date includes a sufficient

amount for proper compliance with the Construction Regulations, all applicable

health & safety laws and regulations and the health and safety rules, guidelines and

procedures provided for in this contract and generally for the proper maintenance of

health & safety in and about the execution of works; and

ESKOM HOLDINGS SOC Ltd CONTRACT NO. _________

Major and minor reticulation within distribution, including the installation of smart meters, reclosers and voltage regulators within distribution gemma cluster on an “as and when” required basis

Over a period of four (4) years

• undertakes, in and about the execution of the works, to comply with the

the regulations published in GNR February 2002, under the Occupational Health

and Safety Act, 1993 (Act ) (“Asbestos Regulations”). The OEL for asbestos is 0.2

regulated asbestos fibres per millilitre of air as a 4-hour TWA, averaged over any continuous

period of four hours, and the short term exposure limit of 0.6 regulated asbestos fibres per

millilitre of air as a 10-minute TWA, averaged over any 10 minutes, measured in accordance

with HSG248 and monitored according to HSG173 and OESSM.

Z15.2 Upon written request by the Contractor, the Employer certifies that these conditions prevail.

and related control measures at the Contractor’s expense. For the purposes of compliance

the results generated from Parallel Measurements are evaluated only against South African

statutory limits as detailed in clause Z15.1. Control measures conform to the requirements

stipulated in the AAIA-approved asbestos work plan.

Z15.3 The Employer manages asbestos and ACM according to the Standard.

Z15.4 In the event that any asbestos is identified while Providing the Services, a risk assessment is

conducted and if so required, with reference to possible exposure to an airborne concentration

of above the AL for asbestos, immediate control measures are implemented and relevant air

monitoring conducted in order to declare the area safe.

Z15.5 The Contractor’s personnel are entitled to stop working and leave the contaminated area

forthwith until such time that the area of concern is declared safe by either Compliance

emergency asbestos work plan, if applicable.

Z15.6 The Contractor continues to Provide the Services, without additional control measures

presented, on presentation of Safe Levels. The contractually agreed dates to Provide the

statement however other clauses may also use the same data

3. Where a form field like this [ ] appears, data is required to be inserted relevant to the option

selected. Click on the form field once and type in the data. Otherwise complete by hand and in ink.

21 in The published list of Equipment is the last

Equipment in the published list is Minus %

22 in The rates of other Equipment are: Equipment Size or Rate

SECTION 1 Site Establishement R -

SECTION 2 Transport R -

SECTION 3 Bush Clearing & Tree Felling R -

SECTION 4 Excavations R -

SECTION 5 Plant Poles R -

SECTION 6 Stay Install & Assemble MV Stays complete R -

SECTION 7 Assemble MV Structures R -

SECTION 8 Assemble LV Structures R -

SECTION 9 Install & Assemble LV Stays complete R -

be established, and in order to fulfill the volume of applications for power connections, that this contract has

to be in the form of a panel.

Employer’s objectives and purpose of the works

regulations and rules, guidelines and procedures otherwise provided for under this

contract and ensures that his Subcontractors, employees and others under the

Contractor’s direction and control, likewise observe and comply with the foregoing.

Z6.2 The Contractor, in and about the execution of the works, complies with all applicable

environmental laws and regulations and rules, guidelines and procedures otherwise provided

for under this contract and ensures that his Subcontractors, employees and others under the

Contractor’s direction and control, likewise observe and comply with the foregoing.

Z7 Provision of a Tax Invoice and interest. Add to core clause 51

Z7.1 Within one week of receiving a payment certificate from the Project Manager in terms of core

clause 51.1, the Contractor provides the Employer with a tax invoice in accordance with the

dates are extended by the notification periods required by regulations 3 and 21 of the

Asbestos Regulations, 2001.

Z15.7 Any removal and disposal of asbestos, asbestos containing materials and waste, is done by a

registered asbestos contractor, instructed by the Employer at the Employer’s expense, and

conducted in line with South African legislation.

ESKOM HOLDINGS SOC Ltd CONTRACT NO. _________

Major and minor reticulation within distribution, including the installation of smart meters, reclosers and voltage regulators within distribution gemma cluster on an “as and when” required basis

Over a period of four (4) years

Annexure A: One-in-ten-year-return weather data obtained from SA Weather Bureau for [weather

station]

has been made in the quantities for waste.

Document c2.1 Pricing data

ESKOM HOLDINGS SOC Ltd CONTRACT NO. _________

Major and minor reticulation within distribution, including the installation of smart meters, reclosers and voltage regulators within distribution gemma cluster on an “as and when” required basis

Over a period of four (4) years

Part C1: Agreements & Contract

Contents: No of

pages

C1.1 Form of Offer and Acceptance [●]

C1.2a Contract Data provided by the Employer [●]

C1.2b Contract Data provided by the Contractor [●]

C1.3 Proforma Guarantees [●]

ESKOM HOLDINGS SOC Ltd CONTRACT NO. _________

Major and minor reticulation within distribution, including the installation of smart meters, reclosers and voltage regulators within distribution gemma cluster on an “as and when” required basis

Over a period of four (4) years

C1.1 Form of Offer & Acceptance

of Deviations (if any), contact the Employer’s agent (whose details are given in the Contract Data) to arrange

the delivery of any securities, bonds, guarantees, proof of insurance and any other documentation to be

provided in terms of the conditions of contract identified in the Contract Data at, or just after, the date this

agreement comes into effect. Failure to fulfil any of these obligations in accordance with those terms shall

constitute a repudiation of this agreement.

clauses and the clauses for main Option

B: Priced contract with bill of quantities

dispute resolution Option W1: Dispute resolution procedure

and secondary Options

X1: Price adjustment for inflation

X2 Changes in the law

X5: Sectional Completion

X7: Delay damages

X18: Limitation of liability

Z: Additional conditions of contract

of the NEC3 Engineering and Construction

Contract, April 2013 (ECC3)

10.1 The Employer is (Name): Eskom Holdings SOC Ltd (reg no:

2002/015527/30), a state-owned company

incorporated in terms of the company laws of

the Republic of South Africa

50.1 The assessment interval is between the 25th day of each successive

month.

51.1 The currency of this contract is the South African Rand.

51.2 The period within which payments are

made is Within 30 days of submission to finance

shared services of a tax compliant invoice

reflecting the amount certified for payment.

51.4 The interest rate is the publicly quoted prime rate of interest

(calculated on a 365 day year) charged from

time to time by the Standard Bank of South

Africa Limited (as certified, in the event of any

dispute, by any manager of such bank, whose

appointment it shall not be necessary to prove)

for amounts due in Rands and

(ii) the LIBOR rate applicable at the time for

amounts due in other currencies. LIBOR is the

6 month London Interbank Offered Rate quoted

under the caption “Money Rates” in The Wall

Monitor Money Rates Service (or such service

as may replace the Reuters Monitor Money

Rates Service) on the due date for the payment

in question, adjusted mutatis mutandis every 6

months thereafter and as certified, in the event

of any dispute, by any manager employed in

the foreign exchange department of The

dispute to him. (see www.ice-sa.org.za). If the

X18 Limitation of liability

X18.1 The Contractor’s liability to the Employer

for indirect or consequential loss is limited R0.0 (zero Rand)

to:

X18.2 For any one event, the Contractor’s the amount of the deductibles relevant to the

liability to the Employer for loss of or event

damage to the Employer’s property is

limited to:

X18.3 The Contractor’s liability for Defects due to the total of the Prices other than for the

his design which are not listed on the additional excluded matters.

The Contractor’s total liability for the additional

excluded matters is not limited.

for which the Contractor is liable under this

contract for

• Defects due to his design, plan and

specification,

• Defects due to manufacture and fabrication

outside the Affected Property,

• loss of or damage to property (other than

the Employer’s property, Plant and Materials),

• death of or injury to a person and

• infringement of an intellectual property

right.

X18.4 The Contractor’s total liability to the the total of the Prices other than for the

connection with this contract, other than

excluded matters, is limited to: The Contractor’s total liability for the additional

excluded matters is not limited.

for which the Contractor is liable under this

contract for

• Defects due to his design which

arise before the Defects Certificate

is issued,

• Defects due to manufacture and

fabrication outside the Site,

• loss of or damage to property

(other than the works, Plant and

Materials),

• death of or injury to a person and
• infringement of an intellectual

property right.

X18.5 The end of liability date is (i) 5 years after the defects date for latent

(ii) the date on which the liability in question

ESKOM HOLDINGS SOC Ltd CONTRACT NO. _________

Major and minor reticulation within distribution, including the installation of smart meters, reclosers and voltage regulators within distribution gemma cluster on an “as and when” required basis

Over a period of four (4) years

prescribes in accordance with the Prescription

Act No. (as amended or in terms of

any replacement legislation) for any other

matter.

Z3.2 The Contractor is required to submit an updated verification certificate and necessary

supporting documentation confirming the change in his B-BBEE status to the Project Manager

within thirty days of the notification or as otherwise instructed by the Project Manager.

Z3.3 Where, as a result, the Contractor’s B-BBEE status has decreased since the Contract Date the

Employer may either re-negotiate this contract or alternatively, terminate the Contractor’s

ESKOM HOLDINGS SOC Ltd CONTRACT NO. _________

Major and minor reticulation within distribution, including the installation of smart meters, reclosers and voltage regulators within distribution gemma cluster on an “as and when” required basis

Over a period of four (4) years

obligation to Provide the Works.

Z3.4 Failure by the Contractor to notify the Employer of a change in its B-BBEE status may

constitute a reason for termination. If the Employer terminates in terms of this clause, the

procedures on termination are P1, P2 and P3 as stated in clause 92, and the amount due is A1

and A3 as stated in clause 93.

Z4 Confidentiality

Z4.1 The Contractor does not disclose or make any information arising from or in connection with

this contract available to Others. This undertaking does not, however, apply to information

which at the time of disclosure or thereafter, without default on the part of the Contractor, enters

the public domain or to information which was already in the possession of the Contractor at the

time of disclosure (evidenced by written records in existence at that time). Should the

Contractor disclose information to Others in terms of clause 25.1, the Contractor ensures that

the provisions of this clause are complied with by the recipient.

Z4.2 If the Contractor is uncertain about whether any such information is confidential, it is to be

regarded as such until notified otherwise by the Project Manager.

Z4.3 In the event that the Contractor is, at any time, required by law to disclose any such information

which is required to be kept confidential, the Contractor, to the extent permitted by law prior to

disclosure, notifies the Employer so that an appropriate protection order and/or any other action

can be taken if possible, prior to any disclosure. In the event that such protective order is not,

or cannot, be obtained, then the Contractor may disclose that portion of the information which it

is required to be disclosed by law and uses reasonable efforts to obtain assurances that

confidential treatment will be afforded to the information so disclosed.

Z4.4 The taking of images (whether photographs, video footage or otherwise) of the works or any

portion thereof, in the course of Providing the Works and after Completion, requires the prior

written consent of the Project Manager. All rights in and to all such images vests exclusively in

the Employer.

Z4.5 The Contractor ensures that all his subcontractors abide by the undertakings in this clause.

Z5 Waiver and estoppel: Add to core clause 12.3:

Z5.1 Any extension, concession, waiver or relaxation of any action stated in this contract by the

equal to that stated in the payment certificate.

Z7.2 If the Contractor does not provide a tax invoice in the form and by the time required by this

contract, the time by when the Employer is to make a payment is extended by a period equal in

time to the delayed submission of the correct tax invoice. Interest due by the Employer in terms

of core clause 51.2 is then calculated from the delayed date by when payment is to be made.

Z7.3 The Contractor (if registered in South Africa in terms of the companies Act) is required to

comply with the requirements of the Value Added Tax Act, no (as amended) and to

include the Employer’s VAT number 4740101508 on each invoice he submits for payment.

Z8 Notifying compensation events

Z8.1 Delete from the last sentence in core clause 61.3, “unless the Project Manager should have

notified the event to the Contractor but did not”.

Z9 Employer’s limitation of liability

Z9.1 The Employer’s liability to the Contractor for the Contractor’s indirect or consequential loss is

limited to R0.00 (zero Rand)

Z9.2 The Contractor’s entitlement under the indemnity in 83.1 is provided for in 60.1(14) and the

Employer’s liability under the indemnity is limited.

Termination: Add to core clause 91.1, at the second main bullet point, fourth sub-bullet

Z10

point, after the words "against it":

Z10.1 or had a business rescue order granted against it.

Z11 Addition to secondary Option X7 Delay damages (if applicable in this contract)

Z11.1 If the amount due for the Contractor’s payment of delay damages reaches the limits stated in

this Contract Data for Option X7 or Options X5 and X7 used together, the Employer may

terminate the Contractor’s obligation to Provide the Works using the same procedures and

payment on termination as those applied for reasons R1 to R15 or R18 stated in the

or in any other similar process, of such Prohibited Action before the Employer can terminate the

Contractor’s obligation to Provide the Services for this reason.

Z12.3 If the Employer terminates the Contractor’s obligation to Provide the Services for this reason, the

amounts due on termination are those intended in core clauses 92.1 and 92.2.

Z12.4 A Committing Party co-operates fully with any investigation pursuant to alleged Prohibited Action.

ensures that the Committing Party co-operates fully with an investigation.

Z13 Insurance

Z 13.1 Replace core clause 84 with the following:

Insurance cover 84

84.1 When requested by a Party, the other Party provides certificates from his

ESKOM HOLDINGS SOC Ltd CONTRACT NO. _________

Closers and voltage regulators within distribution gemma cluster on an “as and when” required basis

Over a period of four (4) years

insurer or broker stating that the insurances required by this contract are

in force.

84.2 The Contractor provides the insurances stated in the Insurance Table A.

84.3 The insurances provide cover for events which are at the Contractor’s risk

from the starting date until the earlier of Completion and the date of the

termination certificate.

Plant and Materials covered by the Employer’s insuran

The Employer’s policy deductible,

at Contract Date, where covered

the Employer’s insurance

property (except the works, Plant and Employer’s property

Materials and Equipment) and liability The replacement cost where

for bodily injury to or death of a covered by the Employer’s insuran

person (not an employee of the

Contractor) caused by activity in The Employer’s policy deductible,

connection with this contract at Contract Date, where covered

the Employer’s insurance

Transportation (Marine) Per the insurance policy document

Z14 Nuclear Liability

Z14.1 The Employer is the operator of the Koeberg Nuclear Power Station (KNPS), a nuclear

installation, as designated by the National Nuclear Regulator of the Republic of South Africa,

and is the holder of a nuclear licence in respect of the KNPS.

Z14.2 The Employer is solely responsible for and indemnifies the Contractor or any other person

against any and all liabilities which the Contractor or any person may incur arising out of or

resulting from nuclear damage, as defined in Act , save to the extent that any

liabilities are incurred due to the unlawful intent of the Contractor or any other person or the

presence of the Contractor or that person or any property of the Contractor or such person at

or in the KNPS or on the KNPS site, without the permission of the Employer or of a person

acting on behalf of the Employer.

Z14.3 Subject to clause Z14.4 below, the Employer waives all rights of recourse, arising from the

aforesaid, save to the extent that any claims arise or liability is incurred due or attributable to

the unlawful intent of the Contractor or any other person, or the presence of the Contractor or

that person or any property of the Contractor or such person at or in the KNPS or on the

SECTION 16 Equipment/Section Cut-Outs or Disconnectors R -

SECTION 17 Miniature Substation R -

SECTION 18 Ring Main Unit (RMU) R -

SECTION19 Ground Mounted CT-VT Unit R -

SECTION 20 Ground Mounted Meter Kiosk R -

SECTION 21 Earthing Installation: Overhead and Underground R -

SECTION 22 Underground Cable Installation R -

SECTION 23 MV/LV Cable Termination R -

SECTION 24 MV/LV Cable Joints R -

SECTION 25 Pole Numbering R -

SECTION 26 Service Connection Installation R -

SECTION 27 Equipment Fencing R -

SECTION 28 Equipment Dismantling R -

SECTION 29 Bil & Bonding R -

SECTION 30 Equipment Testing R -

SECTION 31 Material R -

Installation of underground MV and LV cables including related terminations and joints up to 33Kv.

Installation of miniature substations (minisubs) and ring main units (RMUs).

Z3: Change of B-BBEE status - Contractor must notify Employer within 7 days of any change, submit updated verification certificate within 30 days, and Employer may re-negotiate or terminate if status decreases. Z7: Provision of a Tax Invoice - Contractor must provide tax invoice within one week of receiving payment certificate, and include Employer's VAT number 4740101508. Z8: Notifying compensation events - delete from core clause 61.3 the phrase 'unless the Project Manager should have notified the event to the Contractor but did not'. Z9: Employer's liability for indirect or consequential loss is limited to R0.00. Z10: Termination if business rescue order granted. Z11: If delay damages reach limits, Employer may terminate. Z12: Ethics - no prohibited actions (coercive, collusive, corrupt, fraudulent, obstructive). Z13: Insurance - Contractor provides insurances per Insurance Table A, Employer provides per Insurance Table B. Z14: Nuclear liability - Employer indemnifies Contractor against nuclear damage, except for unlawful intent or unauthorized presence at KNPS.

Electricity supply — quality of service (nrs 047-1:2005 8)

depending on the scope. To meet the NERSA requirements (ELECTRICITY SUPPLY — QUALITY OF

provisions of this Agreement for any

purpose whatsoever other than the Project

{"name":null,"email":null,"phone":null,"department":null,"address":"................... a company incorporated under the laws of [insert"}

This document is a standard confidentiality agreement (NDA) between Eskom Holdings SOC Ltd and tenderers/suppliers. It does not contain tender-specific submission instructions, such as delivery channel, tender box address, returnable forms, or disqualification criteria. Bidders should refer to the tender document itself (or follow the instructions in the tender advertisement) for how and where to submit. The NDA must likely be signed and returned with the tender. Ensure all sections and returnable forms are completed accurately.

The document contains no evaluation criteria or scoring information. Evaluation will be determined by the tender document (likely price and preference points per the PPPFA). The purpose of this document is confidentiality only.

The tender is for the

Bidders are required to sign the Non-Disclosure Agreement (NDA) as supplied by Eskom. The NDA is a confidentiality agreement binding the supplier to keep confidential any information disclosed for the tender. Bidders should ensure the NDA is completed, initialled, and signed as specified. Other compliance requirements (e.g., CSD registration, tax clearance) are not stated in this NDA and must be sourced from the tender itself.

third parties. For purposes of this clause, the Receiving Party’s Representatives shall

be deemed to be acting, in the event of a breach, as the Receiving Party’s duly

authorised agents.

3.5 Except as otherwise contemplated in this Agreement, the Parties agree in favour of

one another not to utilise, exploit or in any other manner whatsoever use the

3.6 Accordingly, the Receiving Party agrees to indemnify, defend and hold the Disclosing

8.2 is or becomes publicly known, otherwise than as a result of a breach of this Agreement

by the Receiving Party;

8.3 is developed independently of the Disclosing Party by the Receiving Party in

circumstances that do not amount to a breach of the provisions of this Agreement;

8.4 is disclosed by the Receiving Party to satisfy an order of a court of competent

jurisdiction or to comply with the provisions of any law or regulation in force from time

to time; provided that in these circumstances, the Receiving Party shall advise the

required to disclose and the Receiving Party will use its reasonable endeavours to

protect the confidentiality of such Confidential Information to the greatest extent

possible in the circumstances;

8.5 is disclosed to a third party pursuant to the prior written authorisation and Ltd to the

extent of such approval of the Disclosing Party;

8.6 is received from a third party in circumstances that do not result in a breach of the

provisions of this Agreement.

shall endure for a period of 3 (three) years after the date of termination of the

relationship between the parties or at a date specified in any subsequent agreement(s)

between the Parties in pursuance of the Project referred to herein.

Agreement and fail to remedy such breach within seven (7) business days from date

of a written notice to do so, then the Disclosing Party shall be entitled to invoke all

remedies available to it in law including, but not Ltd to, the institution of urgent

proceedings as well as any other way of relief appropriate under the circumstances, in

any court of competent jurisdiction, in the event of breach or threatened breach of the

14.2.1 will not result in a breach of any other Agreement to which it is a party; and

14.2.2 will not, to the best of its knowledge and belief, infringe the rights of any third party;

and the Disclosing Party hereby indemnifies and holds the Receiving Party harmless

against any liability for third party claims on such a basis.

N/a

NOTE: Failure by the Contractor/Service Provider/Supplier to meet the CIDB CSDG mandatory %

will render their tender non-responsive.

Confidential

{"closingDate":"01 April 2023"}

{"name":null,"email":null,"phone":null,"department":"of Trade, Industry and Competition (dtic) to arrange for support and development of","address":null}

Bids must be submitted in the format and to the address specified in the tender document. Only complete bids received by the closing time will be considered. Returnable forms include the completed and signed SBD forms as indicated in the tender documentation.

General Information on Validity of Sworn Affidavits: Tenderers submitting B-BBEE Sworn Affidavits must ensure they meet key requirements: deponent name as per ID and ID number; designation (director/owner/member) indicated; enterprise name as per CIPC registration and business address; percentage of black ownership, black female ownership, designated group (no blank spaces); total revenue for year and basis (audited/management accounts); financial year end; B-BBEE status level (only one); empowering supplier status; date signed by deponent and Commissioner of Oath must be same; Commissioner cannot be an employee or ex officio of the enterprise.

A maximum of 10/20 points may be awarded for specific goals (B-BBEE status level), to be added to the points scored for price valued out of 90/80 points. The contract is awarded to the tenderer scoring the highest total points, per the PPPFA. Points for B-BBEE levels: Level 1: 10/20; Level 2: 9/18; Level 3: 6/14; Level 4: 5/12; Level 5: 4/8; Level 6: 3/6; Level 7: 2/4; Level 8: 1/2; Non-compliant: 0/0. Documentation required to claim preference points: valid B-BBEE certificate issued by a SANAS accredited verification agency or sworn affidavit/CIPC affidavit; proof of ownership/shareholding (preferably CIPC documentation) incl. shareholding breakdown; certified ID copies of shareholder(s); proof of disability where applicable. Failure to provide documentation means the point, not the bid, is lost: only the price score out of 90/80 applies, with 0/10 or 0/20 for specific goals.

their supply network. In certain cases, the SETA’s accredited training providers can be approached

to participate in developing critical and scarce skills.

Note 1: Please note that the targets set are per contractor.

Note 2: That these targets for skills development candidates categorically exclude Eskom

employees and registered learners. The tenderers are required to take full responsibility for

the total cost of developing the requisite skills, and Eskom shall not make any financial

contribution towards the fulfilment of this obligation. Tenderers also are advised to

approach their relevant SETAs to access grants, subsidies, and incentives as well as South

a) Is this Commodity or part of it a Designated x

Sector?

NOTE: It is the tenderers’ responsibility to ensure that they procure designated material

and equipment as per designated guidelines and furthermore ensure that relevant

documents like SBD 6.2 and all Annexures are completed and available at their sites for

the DTi inspection.

2.2 CIDB Skills Development

tender response must be separated into its components as per the Price Schedule included with

Tenderers must separate the pricing into the format specified in the returnable schedules. Specific goal points are scored out of 10/20. Price is scored out of 90/80. No other financial requirements are stated.

B-BBEE status level verification document (SANAS accredited certificate / sworn affidavit / CIPC affidavit). Proof of ownership/shareholding, preferably CIPC documentation, including breakdown. Certified ID copies of shareholders. Proof of disability (where applicable, not older than one year).

Specific Goals: A maximum of 10/20 points may be awarded for the specific goal. Points are added to price points and rounded to two decimal places. Award to highest total points per PPPFA. B-BBEE status level points table (90/10 and 80/20 systems) from Level 1 (10/20 points) to Non-compliant (0 points). Documents required to claim preference points: valid B-BBEE certificate (SANAS accredited / sworn affidavit / CIPC affidavit), proof of ownership/shareholding (preferably CIPC) with breakdown, certified ID copies of shareholders, proof of disability (if applicable, not older than a year). Tenderer failing to provide documentation will not be disqualified but may only score out of 90/80 for price and 0 points for specific goals.

ensure their validity:

• Name/s of deponent as they appear in the identity document and the identity number.
• Designation of the deponent as the director, owner or member must be indicated in order to know that person is duly

authorised to depose of an affidavit. (Mark the applicable option).

• Name of enterprise as per enterprise registration documents issued by the CIPC, where applicable, and enterprise

business address.

• Percentage of black ownership, black female ownership and designated group. In the case of specialised enterprises

as per Statement 004, the percentage of black beneficiaries must be reflected. (No blank spaces to be left).

• Indicate total revenue for the year under review and whether it is based on audited financial statements or

management account. (Mark the applicable option).

• Financial year end as per the enterprise’s registration documents, which was used to determine the total revenue.

(Financial year end to be stipulated by day/month/year).

• B-BBEE Status level. An enterprise can only have one status level. (Tick applicable level)
• Empowering supplier status must be indicated. For QSEs, the deponent must select the basis for the empowering

supplier status.

• Date deponent signed and date of Commissioner of Oath must be the same. (The sworn affidavit must be signed in

the presence of the Commissioner of Oath. Furthermore the Commissioner must also sign and stamp)

• Commissioner of Oath cannot be an employee or ex officio of the enterprise because, a person cannot by law,

commission a sworn affidavit in which they have an interest.

Reporting and Monitoring: Suppliers must submit quarterly SDL&I compliance reports per Data Collection Template. Eskom reviews within 30 days and notifies in writing if obligations not met. If not met, supplier must implement corrective measures before next report, failing which Retention clauses invoked. Each contract includes an SDL&I Implementation Schedule, to be completed and returned to SDL&I representative within 28 days after award, used for monitoring and reporting.

SDL&I Objectives (RDP Goals): Tenderers who submit objectives but do not meet Eskom targets will not be disqualified. SDL&I objectives do not form part of scoring but commitments become contractual obligations. Transformation – B-BBEE Improvement or Retention Plan: Tenderers must submit a B-BBEE improvement/retention plan within 30 days of contract signing. Level 1 must maintain; Level 2-3 must improve/maintain; Level 4 must achieve Level 3 by end of first year and improve one level each subsequent year; Level 5-8 or non-compliant must achieve Level 4 by end of first year and improve one level each year thereafter. Valid B-BBEE certificate or sworn affidavit is a condition for award (EME ≤R10m can submit sworn affidavit; QSE ≤R50m must comply with QSE scorecard unless 51% black-owned; >R50m needs valid certificate). Local Procurement Content: Refers to value added in South Africa. Tenderers must separate local and imported components per price schedule. Eskom target 100% local content. Procurement spend on entities with minimum 51% black ownership: Tenderer encouraged to procure from designated groups for indirect and direct expenses. Eskom target 10% for Black Owned Companies. Jobs: Tenderers to indicate number of jobs created and retained in Northern Cape. Eskom target minimum 40 jobs. Skills Development: Tenderers to propose skills development for unemployed candidates from Northern Cape, representative of SA demographics. Targets: Bursary for TVET/University students (1 per R1.5 million task order), Work Integrated Learning (min 18 months). Targets are per contractor, exclude Eskom employees/registered learners. Tenderer bears full cost; may approach SETAs and SARS for grants/tax rebates.

Objective criteria: Inclusion is not mandatory but a condition for contract award. If tenderer does not meet objective criteria, second-ranked tenderer may be recommended. Designated Sectors: This commodity is a Designated Sector. Tenderer must achieve the stipulated minimum threshold for Local Production and Content. Tenderer responsible for procuring designated material/equipment per guidelines and completing SBD 6.2 and annexures for dtic inspection. CIDB Skills Development: No compulsory CIDB training (CSDG not applicable). If applicable, failure to meet mandatory CSDG % renders tender non-responsive. NIPP: Not applicable (only for contracts with FGN component ≥ USD 5 million). Mandatory Subcontracting: Not applicable (mandatory only for contracts above R30 million). If applicable, subcontracting to designated groups (EME/QSE 51% owned by black people, youth, women, disabled, rural/township, cooperatives, military veterans). Returnables for subcontracting: signed subcontracting agreement or letters of intent, subcontractor company registration, valid BBBEE certificate. Subcontracting is a condition for award; cannot subcontract more than 25% to entity with lower B-BBEE status unless it is an EME with capability.

Section 1: Specific Goals

A maximum of 10/20 points may be awarded to a tenderer for the specific goal specified for the tender.

The points scored for the specific goal must be added to the points scored for price and the total must

B-BBEE Status Level of Number of points Number of points

Contributor (90/10 system) (80/20 system)

NB: The following documents are required to claim preference points,

Tenderer failing to provide documentation for the allocation of preference points will not be

• May only score point out of 90/80 for price
• Scores 0 points out of 10/20 for specific goals

The Fourth Schedule to the Income Tax Act (“the Act”) requires that Employees' Tax must be

withheld from "remuneration" paid by an "Employer" to an "Employee". This tool is intended to establish

whether an Individual, Close Corporation, Company or Trust should be classified as an Independent

Contractor, Personal Service Provider, Labour Broker or a Dependent Contractor, and the tax

consequences of such classification.

This Pack is applicable ONLY to Contractors who supply Eskom Holdings SOC Ltd (“Eskom”) and its

subsidiaries with services or Individual Contractors providing Eskom with labour.

The Contractor or its duly authorised representative must declare that all questions have been answered

truthfully.

Answering the questions will direct you to your next step.

Please note:

This Pack is based on tax legislation for the 2025/2026 tax year and is subject to change.

In the questions, any references to "you" refers to the Contractor.

In the questions, the term Contractor is used interchangeably with Individual/CC/Company/Trust.

Definitions as per the Income Tax Act are included in Appendix 10.

Any reference to “Eskom” refers to Eskom Holdings SOC Ltd and its subsidiaries:

• Eskom Rotek Industries SOC Ltd

• Eskom Enterprises SOC (Pty) Ltd

• Escap SOC (Pty) Ltd

• Eskom Finance Company SOC (Pty) Ltd

• Eskom Foundation NPC

• Eskom National Transmission Company SA

The Pack is based on legislation and case law applicable to the 2025/2026 tax year. We therefore

recommend that, if it is used outside of this period, you should first consult with your representative in

Eskom to refer it to Eskom’s Corporate Tax Department in Megawatt Park.

When you return the completed Pack; i.e. the signed summary sheet and signed affidavits to Eskom,

please copy Group Tax on Email address: [email protected]

The Contractor or its duly Authorised Representative acknowledges and accepts that:

• Definitions as per the Income Tax Act, No , as amended, are listed in Appendix 10 for

ease of reading.

• It is responsible for accuracy and completeness of all information, which is provided in completing

this Pack;

• The Pack will not be automatically updated with any changes in legislation.

Disclaimer

Applicable to the 2025/2026 Tax Years

Eskom accepts no liability whatsoever for any loss or damages whatsoever and howsoever incurred, or

suffered, resulting, or arising, from the use of this Pack.

Contractor type

Supplier category

Please complete the following questionnaire for:

Company/Close Corporation/Trusts - EVALUATION PACK A on .

Individuals - EVALUATION PACK B on .

Applicable to the 2025/2026 Tax Years

Evaluation pack a

(To determine whether a Company, Close Corporation (CC) or Trust is a Personal

Service Provider)

Fields marked with an Asterisk (*) must be completed

Contractor’s details for a company or close corporation or

Trust

Contractor’s Name* Vendor No.

Duly Authorised Representative Name Representative Surname

Capacity Representative ID No.*

Representative Passport No. (if no RSA ID) Country of Passport Issue

VAT Registration No. Income Tax Registration No.*

CO/CC/Trust Registration No.* E-Mail Address

Telephone Number* Fax Number

Contractor’s Physical Business Address*

Unit No

Complex Name

Street Number

Street Name

Suburb

City/Town

Postal Code

Contractor’s Postal Business Address*

Same as above (Mark with an X)

Address TYPE (Delete where not applicable) P O Box/Private Bag/Street Address

P O Box/Private Bag/Street NUMBER

Street Name

Suburb

Town

Postal Code

Contractor’s Bank Details*

Account Number Bank Name

Branch Name Branch Number

Name of Account Holder Account Type (Delete where not applicable)

Current/ Savings/ Transmission/Credit Card/Bond

Account

Account Holder Relationship*

i.e. own, joint or 3rd party Own/Joint/3rd Party

Applicable to the 2025/2026 Tax Years

Please answer the following questions by marking the appropriate column with an

"X".

The term “You” will refer to the Company/CC/Trust in this Questionnaire.

1. RESIDENCE Yes No

Question 1(i)

Are you a Resident of the Republic of South Africa in terms of the Income Tax Act?

(Refer to Appendix 10 for the definition of a resident).

If the answer is Yes, go to Question 2(i).

If the answer is No:

• Sign Appendix 9. Submit The Pack to your contractor representative in

Eskom to refer it to Eskom Group Tax Department in Megawatt Park.

• No further questions must be answered.

2. NUMBER OF EMPLOYEES EXCLUSION Yes No

Question 2(i)

Do you employ 3 (three) or more persons (excluding shareholders or members or

beneficiaries of the Company/CC/Trust)?

If the answer is Yes, go to Question 2(ii).

If the answer is No, go to Question 3(i).

Question 2(ii)

Are these employees employed:

• On a full time basis; and
• Are they engaged in the business of the Company/CC/Trust?

If the answer is Yes, go to Question 2(iii).

If the answer is No, go to Question 3(i).

Question 2(iii)

Are the above 3 employees connected to the shareholders or the members or the

beneficiaries of the Company/CC/Trust?

If the answer is Yes, go to Question 3(i).

If the answer is No:

• Sign Appendix 1. If the Affidavit is not signed, PAYE will be withheld

from your payments.

• Sign Appendix 8. If the Declaration is not signed, PAYE will be withheld

from your payments.

• No further questions must be answered.
• Sign “Particulars of person acting as representative of the Company/Close

Corporation/Trust” at the end of the Evaluation Pack.

Applicable to the 2025/2026 Tax Years

3. SERVICES RENDERED BY A CONNECTED PERSON Yes No

Question 3(i)

Will/are any person who is a Connected person in relation to the Company/CC/Trust

render services personally to Eskom on behalf of the Company/CC/Trust? (Refer to

Appendix 10 for the definition of a Connected person).

If the answer is Yes, go to Question 4(i).

If the answer is No:

• Sign Appendix 2. If the Affidavit is not signed, PAYE will be withheld

from your payments.

• Sign Appendix 8. If the Declaration is not signed, PAYE will be withheld

from your payments.

• No further questions must be answered.
• Sign “Particulars of person acting as representative of the Company/Close

Corporation/Trust” at the end of the evaluation Pack.

4. MORE THAN 80% OF INCOME TEST Yes No

Question 4(i)

During the current year of assessment:

• Will more than 80% of your income; or
• Is it likely that more than 80% of your income will consist of amounts

received either directly or indirectly, from:

• any one client, or
• an Associated institution in relation to that client? (Refer to Annexure 9 for

the definition of an Associated institution)

If the answer is Yes:

• Sign Appendix 7. PAYE will be withheld from your payments.
• Go to Question 6(i) to determine the correct disclosure code on the IRP5.
• Sign “Particulars of person acting as representative of the Company/Close

Corporation/Trust” at the end of the evaluation Pack.

If the answer is No:

• Sign Appendix 4. If the Affidavit is not signed, PAYE will be withheld

from your payments.

• Go to Question 5(i).

5. PLACE, CONTROL AND SUPERVISION TEST Yes No

Question 5(i)

Must your duties be performed /are your duties performed mainly (more than 50%) at

the premises of Eskom,

And

Will you be subject /are you subject to Eskom’s control or supervision as to the

manner in which your duties are to be performed?

If the answer is Yes to BOTH questions:

• Sign Appendix 7. PAYE will be withheld from your payments.
• Go to Question 6(i) to determine the correct disclosure code on the IRP5.
• Sign “Particulars of person acting as representative of the Company/Close

Corporation/Trust” at the end of the evaluation Pack.

If the answer is No:

• Sign Appendix 3. If the Affidavit is not signed, PAYE will be withheld

from your payments.

• Go to Question 6(i).

Applicable to the 2025/2026 Tax Years

6. DOMINANT IMPRESSION TEST Yes No

Question 6(i)

Do/will the payments by Eskom for services payable with reference to output or

certain agreed results, e.g. payment (be it a fixed fee or an hourly rate) be only due if

and when a specific deliverable has been completed?

Question 6(ii)

Does/Will Eskom have the contractual right to control the tools or equipment, staff,

raw materials, routines, patents or technology used in the provision of the services?

Question 6(iii)

Are you/will you prohibited from rendering services to any other employers/clients

during the period of service to Eskom?

Question 6(iv)

Do/will you have the right to sub-contract work?

Question 6(v)

Are you personally or will you personally be at risk for the quality of the work done or

to be done (risk for poor quality; time over-runs, project not producing income)?

Question 6(vi)

Are/will you or the person rendering the service be obliged to be present and perform

the work at Eskom regardless of whether work is available or not?

Question 6(vii)

Is Eskom’s business or will Eskom’s business be critical to your financial/economic

survival?

Question 6(viii)

Does/will your position form part of Eskom’s organisational structure?

Question 6(ix)

Does/will Eskom provide you with any of the following:

• Pension fund / Provident fund / Retirement Annuity Fund;
• Medical Aid;
• Leave of any nature;
• Salary increases;
• Bonuses;
• Any allowances.

Question 6(x)

Does/will Eskom provide you with an office?

Question 6(xi)

Does/will Eskom provide you with any equipment, tools, stationery and material?

Please go to the next section to establish your tax status.

Applicable to the 2025/2026 Tax Years

To establish your tax status, you need to summarise the “Yes” and “No” as

answered on Question 6(i) to 6(xi) in the column below:

Question Yes No

6(i) Independent PSP

6(ii) PSP Independent

6(iii) PSP Independent

6(iv) Independent PSP

6(v) Independent PSP

6(vi) PSP Independent

6(vii) PSP Independent

6(viii) PSP Independent

6(ix) PSP Independent

6(x) PSP Independent

6(xi) PSP Independent

Decision

Independent

Psp

If you have answered “PSP” to any of the following questions 6 (i), 6(iii), 6(v), 6(vi),

6(ix);

or

If you have answered more than 50% “PSP” to questions 6(ii), 6(iv), 6(vii), 6(viii),

6(x), 6(xi):

• Complete and sign Appendix 7. PAYE will be withheld from your payments

and will be coded as 3601 on your IRP5 certificate.

• No further questions must be answered.
• Sign “Particulars of person acting as representative of the Company/Close

Corporation/Trust” at the end of the evaluation Pack.

Alternatively:

If you have already signed Appendix 7 on Questions 4 or 5:

• Code 3616 must be marked on Appendix 7 as the applicable code to be

disclosed on the IRP5 for payments received.

If you have not signed Appendix 7 on Questions 4 or 5:

• Sign Appendix 8. If the Declaration is not signed, PAYE will be withheld

from your payments.

• No further questions must be answered.
• Sign “Particulars of person acting as representative of the Company/Close

Corporation/Trust” at the end of the evaluation Pack.

Applicable to the 2025/2026 Tax Years

Summary for ID No. Vendor No:

Company/Close Corporation/Trust Summary

Please sign

he

following

Questions Answer Appendix

(Appendices

)

1(i) Are you a Resident of the Republic of South Africa in terms of the Income

Tax Act?

2(i) Do you employ 3 (three) or more persons (excluding shareholders or

members or beneficiaries of the Company/CC/Trust and connected

persons in relation to the shareholder or member or beneficiaries)?

2(i ) Are these employees employed on a full time basis and are they engaged

in the business of the Company/CC/Trust?

2(iii) Are the above 3 employees connected to the shareholders or the members

or beneficiaries of the Company/CC/Trust?

3(i) Will/are any person who is a Connected person in relation to the

Company/CC/Trust render services personally to Eskom on behalf of the

Compa y/CC Trust?

4(i) During the current year of assessment will more than 80% of your income

or is it likely that more than 80% of your income will consist of amounts

received either directly or indirectly from any one client, or an Associated

institution in relation to that client?

5(i) Must your duties be performed / are your duties performed mainly (more

than 50%) at the premises of Eskom AND will you be /are you subject to

Eskom’s control or supervision as to the manner in which your duties are

performed or to the hours of work?

6( ) Do/will the payments by Eskom for services payable with reference to

output or certain agreed results, e.g. payment (be a fixed fee or an hourly

rate) be only due if and when a specific deliverable has been completed?

6(ii) Does/Will Eskom have the contractual right to control the tools or

equipment, staff, raw materials, routines, patents or technology used in the

provision of the services?

6(iii) Are you/will you prohibited from rendering services to any other

employers/clients during the period of service to Eskom?

6(iv) Do/will you have the right to sub-contract work?

6(v) Are you personally or will you personally be at risk for the quality of the

work done or to be done (risk for poor quality; time over-runs, project not

producing income)?

6(vi) Are/will you or the person rendering the service be obliged to be present

and perform the work at Eskom regardless of whether work is available or

not?

6(vii) Is Eskom’s business or will Eskom’s business be critical to your

financial/economic survival?

6(viii) Does/will your position form part of Eskom’s organisational structure?

6(ix) Does/will Eskom provide you with any of the following:

Pension fund / Provident fund / Retirement Annuity Fund; medical aid,

leave of any nature, salary increases, bonuses or any allowances.

6(x) Does/will Eskom provide you with an office?

6(xi) Does/will Eskom provide you with any equipment, tools, stationery and

material?

Tax Status

Particulars of person acting as representative of the company/close

Corporation/trust

I, the undersigned, confirm that the information provided above is accurate, and that the Company/CC/Trust will,

while contracted to Eskom, inform Eskom of any changes that take place pertaining to the information provided

above. Eskom shall be entitled to withhold from any payments to be made to the Company/CC/Trust, any taxes,

interest and penalties that it may be required to pay to SARS as a result of the above information being inaccurate.

Representative's Full Names Capacity Contact No.

Signature Date

Applicable to the 2025/2026 Tax Years

Evaluation pack b

(To determine whether an Individual is a Dependent Contractor)

Fields marked with an Asterisk (*) must be completed

Contractor’s details for an individual*

Trading Name* Vendor No.

First Names* Initials*

Surname* ID Number*

Passport No. (if no RSA ID) Country of Passport Issue

VAT Registration No. Income Tax Registration No.*

Date of Birth* E-Mail Address

Telephone Number* Fax Number

Contractor’s Physical Business Address*

Unit No

Complex Name

Street Number

Street Name

Suburb

City/Town

Postal Code

Contractor’s Postal Business Address*

Same as above (Mark with an X)

Address TYPE (Delete where not applicable) P O Box/Private Bag/Street Address

P O Box/Private Bag/Street NUMBER

Street Name

Suburb

Town

Postal Code

Contractor’s Bank Details*

Account Number Bank Name

Branch Name Branch Number

Name of Account Holder Account Type (Delete where not applicable)

Current/ Savings/ Transmission/Credit Card/Bond

Account

Account Holder Relationship*

i.e. own, joint or 3rd party Own/Joint/3rd Party

Applicable to the 2025/2026 Tax Years

Please answer the following questions by marking the appropriate column with an

"X".

1. Service or people test service people

Question 1(i)

Do/will you provide Eskom with a service or people?

If the answer is “Service”:

• Complete and sign Appendix 5 Affidavit. If the Affidavit is not signed,

PAYE will be withheld from your payments.

• Go to Question 3(i).

If the answer is “People”, go to Question 2(i).

2. PEOPLE TEST Yes No

Question 2(i)

Do you provide Eskom with People and will these people be paid by you?

If the answer is Yes, go to Question 2(ii).

If the answer is No, go to Question 3(i).

Question 2(ii)

Are you in possession of an IRP30 exemption certificate which is valid for the period

under review?

If the answer is Yes:

• Sign Appendix 6. If the Agreement is not signed, PAYE will be withheld

from your payments.

• Provide Eskom with the valid IRP30 certificate. If this certificate is not

provided, PAYE will be withheld from your payments until such time

the IRP30 certificate is provided.

• No further questions must be answered.
• Sign the “Particulars of Individual” Section at the end of the Evaluation

Pack.

If the answer is No:

• Sign Appendix 6. PAYE will be withheld from your payments.
• PAYE will be withheld from your payments until such time the valid

IRP30 certificate is provided.

• No further questions must be answered.
• Sign the “Particulars of Individual” Section at the end of the Evaluation

Pack.

3. RESIDENCE TEST Yes No

Question 3(i)

Are you a Resident of the Republic of South Africa in terms of the Income Tax Act?

(Refer to Appendix 10 for the definition of a Resident).

If the answer is Yes, go to Question 4(i).

If the answer is No:

• Sign Appendix 9. Submit this document to your representative in

Eskom to refer it to Eskom Group Tax Department in Megawatt.

• No further questions must be answered.

Applicable to the 2025/2026 Tax Years

4. NUMBER OF EMPLOYEES EXCLUSION Yes No

Question 4(i)

Do you employ:

• 3 (three) or more persons, throughout the year?

If the answer is Yes, go to Question 4(ii).

If the answer is No, go to Question 5(i).

Question 4(ii)

Are these employees employed:

• On a full time basis in your business; and
• Are they engaged in the business of the Individual?

If the answer is Yes, go to Question 4(iii).

If the answer is No, go to Question 5(i).

Question 4(iii)

Are any of these employees Connected persons in respect of the Individual, e.g.

spouse, parent, adoptive parent, child, grandparent, cousin, etc.? (Refer to

Appendix 10 for the definition of Connected person).

If the answer is Yes, go to Question 5(i).

If the answer is No:

• Sign Appendix 1. If the Affidavit is not signed, PAYE will be withheld

from your payments.

• Sign Appendix 8. If the Declaration is not signed, PAYE will be

withheld from your payments.

• No further questions must be answered.
• Sign the “Particulars of Individual” Section at the end of the Evaluation

Pack.

5. PLACE AND CONTROL TEST Yes No

Question 5(i)

Must your duties be performed mainly (i.e. more than 50%) at premises of Eskom?

If the answer is Yes, go to Question 5(ii).

If the answer is No, go to Question 5(ii).

Question 5(ii)

Will you be /are you subject to Eskom’s control or supervision as to the manner in

which your duties are to be performed or as to the hours of work?

If the answers in both Questions 5(1) and 5(ii) are Yes:

• Sign Appendix 7. PAYE will be withheld from your payments.
• Go to Question 6(i) to determine the correct disclosure code on the IRP5.
• Sign the “Particulars of Individual” at the end of the Evaluation Pack.

If the answer is No:

• Sign Appendix 3. If the Affidavit is not signed, PAYE will be withheld

from your payments.

• Go to Question 6(i).

Applicable to the 2025/2026 Tax Years

6. DOMINANT IMPRESSION TEST Yes No

Question 6(i)

Do/will the payments by Eskom for services payable with reference to output or

certain agreed results, e.g. payment (be it a fixed fee or an hourly rate) be only due

if and when a specific deliverable has been completed?

Question 6(ii)

Does/Will Eskom have the contractual right to control the tools or equipment, staff,

raw materials, routines, patents or technology used in the provision of the services?

Question 6(iii)

Are you/will you prohibited from rendering services to any other employers/clients

during the period of service to Eskom?

Question 6(iv)

Do/will you have the right to sub-contract work?

Question 6(v)

Are you personally / will you personally be at risk for the quality of the work done or

to be done (risk for poor quality; time over-runs, project not producing income)?

Question 6(vi)

Are/will you or the person rendering the service be obliged to be present and

perform the work at Eskom regardless of whether work is available or not?

Question 6(vii)

Is Eskom’s business or will Eskom’s business be critical to your financial/economic

survival?

Question 6(viii)

Does/will your position form part of Eskom’s organisational structure?

Question 6(ix)

Does/will Eskom provide you with any of the following:

• Pension fund / Provident fund / Retirement Annuity Fund;
• Medical Aid;
• Leave of any nature;
• Salary increases;
• Bonuses;
• Any allowances.

Question 6(x)

Does/will Eskom provide you with an office?

Question 6(xi)

Does/will Eskom provide you with any equipment, tools, stationery and material?

Please go to the next section to establish your tax status.

Applicable to the 2025/2026 Tax Years

To establish your tax status, you need to summarise the “Yes” and “No” as

answered on Question 6(i) to 6(xi) in the column below:

Question Yes No

6(i) Independent Employee

6(ii) Employee Independent

6(iii) Employee Independent

6(iv) Independent Employee

6(v) Independent Employee

6(vi) Employee Independent

6(vii) Employee Independent

6(viii) Employee Independent

6(ix) Employee Independent

6(x) Employee Independent

6(xi) Employee Independent

Decision

Independent

Psp

If you have answered “Employee” to any of the following questions 6 (i), 6(iii), 6(v),

6(vi), 6(ix);

or

If you have answered more than 50% “Employee” to questions 6(ii), 6(iv), 6(vii),

6(viii), 6(x), 6(xi):

• Complete and sign Appendix 7. PAYE will be withheld from your payments.
• No further questions must be answered.
• Sign “Particulars of Individual” at the end of the evaluation Pack.

Alternatively:

If you have already signed Appendix 7 on Questions 5:

• Code 3616 must be marked on Appendix 7 as the applicable code to be

disclosed on the IRP5 for payments received.

If you have not signed Appendix 7 on Questions 5:

• Sign Appendix 8. If the Declaration is not signed, PAYE will be

withheld from your payments.

• No further questions must be answered.
• Sign “Particulars of person acting as representative of the Company/Close

Corporation/Trust” at the end of the evaluation Pack.

Applicable to the 2025/2026 Tax Years

Summary for ID No. Vendor No:

Company/Close Corporation/Trust Summary

Please si n

the following

The tender relates to a contract with Eskom Holdings SOC Ltd. Bidders must complete and return the Eskom PAYE Evaluation Pack for Company/Close Corporation/Trust. The completed Pack must be submitted to Eskom, and the signed summary sheet and signed affidavits must be copied to Eskom's Group Tax Department at [email protected]. The Pack is applicable to the 2025/2026 tax year. Bidders must complete the Contractor Details sections, answer all questions, and sign the summary sheet and applicable affidavits. The returnable documents must be signed by a duly authorised representative of the Company/CC/Trust. Failure to sign and return the required affidavits will result in Eskom withholding PAYE at a higher rate.

The evaluation of tenders will be based on preference points: 90 points for price and 10 points for Historically Disadvantaged Individuals (HDI) and specific goals, unless the tender exceeds R50 million (inclusive of VAT) in which case 80/20 will apply. Bidders must submit a valid SARS tax pin for B-BBEE to claim preference points.

The standard 80/20 or 90/10 points system applies. BBBEE status level contributor is a specific goal.

Only the form must be completed by bidders that are not exempt from submitting B-BBEE status level contributor certificates in terms of the Preferential Procurement Regulations 2017. A B-BBEE status level contributor certificate or a sworn affidavit is required.

Preference points claim forms are only applicable to bids with a value ≥ R30 000 000? (This appears in the pricing schedule for those above R30m.) For bids above R30 million, a minimum of 30% local production and content is required in terms of the Preferential Procurement Regulation of 2017.

Two-envelope system: price (80/90 points depending on 80/20 or 90/10) and then the preference point system (B-BBEE). Evaluation: Price 90 points and B-BBEE 10 points. For bids below R30m: 80/20 system: price 80, B-BBEE 20. For bids above R30m: 90/10 system: price 90, B-BBEE 10. Minimum B-BBEE 40% or subcontracting 30% must be met.

Potential Evaluation Points.

2. If I do provide Eskom with a valid IRP30 certificate:

• No Employees' Tax will be withheld from payments made to me.
• An IT3(a) certificate with the code 3617 will be issued to me and the reason code to be used for

the non-deduction is 07.

3. If I do not provide Eskom with a valid IRP30 certificate:

• Employees' Tax will be withheld from payments made at the tax rates applicable to individuals

until such time that a valid IRP30 certificate is provided to Eskom.

• An IRP5 certificate with the code 3617 will be issued to me.

Labour Broker Individual N/A X IRP5 / IT3(a) 3617 A

tax rates

Dependent Contractor Individual X X IRP5 / IT3(a) 3601 or “A” for

tax rates 3616 Individual

“E” for

No specific requirements found

Company/close corporation/trust ..................................................................... 11

Evaluation pack b....................................................................................................................... 12

Contractor’s details for an individual* ..................................................................... 12

1. Service or people test ................................................................................................... 13

Question 1(i) .............................................................................................................................. 13

2. People test .......................................................................................................................... 13

Question 2(i) .............................................................................................................................. 13

Question 2(ii) ............................................................................................................................. 13

3. Residence test ................................................................................................................... 13

Question 3(i) .............................................................................................................................. 13

4. Number of employees exclusion ................................................................................ 14

Question 4(i) .............................................................................................................................. 14

Question 4(ii) ............................................................................................................................. 14

Question 4(iii) ............................................................................................................................ 14

5. Place and control test ................................................................................................. 14

Question 5(i) .............................................................................................................................. 14

Question 5(ii) ............................................................................................................................. 14

6. Dominant impression test ............................................................................................. 15

Question 6(i) .............................................................................................................................. 15

Question 6(ii) ............................................................................................................................. 15

Question 6(iii) ............................................................................................................................ 15

Question 6(iv) ............................................................................................................................ 15

Question 6(v) ............................................................................................................................. 15

Question 6(vi) ............................................................................................................................ 15

Question 6(vii) ........................................................................................................................... 15

Question 6(viii)........................................................................................................................... 15

Question 6(ix) ............................................................................................................................ 15

Question 6(x) ............................................................................................................................. 15

Question 6(xi) ............................................................................................................................ 15

Particulars of individual .............................................................................................. 17

Applicable to the 2025/2026 Tax Years

Appendix 1 ....................................................................................................................................... 18

Three or more full - time employees who are not connected persons . 18

Appendix 2 ....................................................................................................................................... 19

ESKOM ...................................................................................................................................... 19

Appendix 3 ....................................................................................................................................... 20

And/or shall not be controlled or supervised by ESKOM ............................. 20

Appendix 4 ....................................................................................................................................... 21

Affidavit confirming that not more than eighty percent (80 %) of income

Is or is likely to be received from any one client ............................................. 21

Appendix 5 ....................................................................................................................................... 22

Opposed to people ........................................................................................................... 22

Appendix 6 ....................................................................................................................................... 23

Declaration by ........................................................................................................................ 23

That the contractor is a labour broker ................................................................... 23

Appendix 7 ....................................................................................................................................... 24

Declaration by ........................................................................................................................ 24

Provider ................................................................................................................................ 24

Appendix 8 ....................................................................................................................................... 25

Declaration by ........................................................................................................................ 25

That the contractor is an independent supplier or contractor .................. 25

Appendix 9 ....................................................................................................................................... 26

Declaration by ........................................................................................................................ 26

That the contractor is a non-resident of the republic of south africa .... 26

Appendix 10 ..................................................................................................................................... 27

Definitions as per the income tax act, NO. , as amended. ................... 27

“Connected Person” .................................................................................................................. 27

"Associated Institution", in relation to any single employer, ...................................................... 28

"Labour Broker" ......................................................................................................................... 28

"Personal Service Provider” ...................................................................................................... 28

"Remuneration" ......................................................................................................................... 28

“Resident” .................................................................................................................................. 29

Applicable to the 2025/2026 Tax Years

Introduction

The Fourth Schedule to the Income Tax Act (“the Act”) requires that Employees' Tax must be

withheld from "remuneration" paid by an "Employer" to an "Employee". This tool is intended to establish

whether an Individual, Close Corporation, Company or Trust should be classified as an Independent

Definitions as per the Income Tax Act are included in Appendix 10.

Any reference to “Eskom” refers to Eskom Holdings SOC Ltd and its subsidiaries:

• Eskom Rotek Industries SOC Ltd

• Eskom Enterprises SOC (Pty) Ltd

• Escap SOC (Pty) Ltd

• Eskom Finance Company SOC (Pty) Ltd

• Eskom Foundation NPC

• Eskom National Transmission Company SA

The Pack is based on legislation and case law applicable to the 2025/2026 tax year. We therefore

recommend that, if it is used outside of this period, you should first consult with your representative in

Eskom to refer it to Eskom’s Corporate Tax Department in Megawatt Park.

When you return the completed Pack; i.e. the signed summary sheet and signed affidavits to Eskom,

please copy Group Tax on Email address: [email protected]

• Definitions as per the Income Tax Act, No , as amended, are listed in Appendix 10 for

ease of reading.

• It is responsible for accuracy and completeness of all information, which is provided in completing

this Pack;

• The Pack will not be automatically updated with any changes in legislation.

Question 1(i)

Are you a Resident of the Republic of South Africa in terms of the Income Tax Act?

(Refer to Appendix 10 for the definition of a resident).

If the answer is Yes, go to Question 2(i).

• Sign Appendix 9. Submit The Pack to your contractor representative in

• Sign Appendix 1. If the Affidavit is not signed, PAYE will be withheld

from your payments.

• Sign Appendix 8. If the Declaration is not signed, PAYE will be withheld

from your payments.

• No further questions must be answered.
• Sign “Particulars of person acting as representative of the Company/Close

Corporation/Trust” at the end of the Evaluation Pack.

Applicable to the 2025/2026 Tax Years

render services personally to Eskom on behalf of the Company/CC/Trust? (Refer to

Appendix 10 for the definition of a Connected person).

If the answer is Yes, go to Question 4(i).

• Sign Appendix 2. If the Affidavit is not signed, PAYE will be withheld

from your payments.

• Sign Appendix 8. If the Declaration is not signed, PAYE will be withheld

from your payments.

• No further questions must be answered.
• Sign “Particulars of person acting as representative of the Company/Close

Corporation/Trust” at the end of the evaluation Pack.

4. MORE THAN 80% OF INCOME TEST Yes No

Question 4(i)

• Sign Appendix 7. PAYE will be withheld from your payments.
• Go to Question 6(i) to determine the correct disclosure code on the IRP5.
• Sign “Particulars of person acting as representative of the Company/Close

Corporation/Trust” at the end of the evaluation Pack.

• Sign Appendix 4. If the Affidavit is not signed, PAYE will be withheld

from your payments.

• Go to Question 5(i).

• Sign Appendix 7. PAYE will be withheld from your payments.

• Go to Question 6(i) to determine the correct disclosure code on the IRP5.

• Sign “Particulars of person acting as representative of the Company/Close

Corporation/Trust” at the end of the evaluation Pack.

• Sign Appendix 3. If the Affidavit is not signed, PAYE will be withheld

from your payments.

• Go to Question 6(i).

Applicable to the 2025/2026 Tax Years

Psp

If you have answered “PSP” to any of the following questions 6 (i), 6(iii), 6(v), 6(vi),

6(ix);

or

If you have answered more than 50% “PSP” to questions 6(ii), 6(iv), 6(vii), 6(viii),

6(x), 6(xi):

• Complete and sign Appendix 7. PAYE will be withheld from your payments

and will be coded as 3601 on your IRP5 certificate.

• No further questions must be answered.
• Sign “Particulars of person acting as representative of the Company/Close

Corporation/Trust” at the end of the evaluation Pack.

If you have already signed Appendix 7 on Questions 4 or 5:

• Code 3616 must be marked on Appendix 7 as the applicable code to be

disclosed on the IRP5 for payments received.

If you have not signed Appendix 7 on Questions 4 or 5:

• Sign Appendix 8. If the Declaration is not signed, PAYE will be withheld

from your payments.

• No further questions must be answered.
• Sign “Particulars of person acting as representative of the Company/Close

Corporation/Trust” at the end of the evaluation Pack.

Applicable to the 2025/2026 Tax Years

(Appendices

)

1(i) Are you a Resident of the Republic of South Africa in terms of the Income

Tax Act?

2(i) Do you employ 3 (three) or more persons (excluding shareholders or

members or beneficiaries of the Company/CC/Trust and connected

persons in relation to the shareholder or member or beneficiaries)?

2(i ) Are these employees employed on a full time basis and are they engaged

in the business of the Company/CC/Trust?

2(iii) Are the above 3 employees connected to the shareholders or the members

or beneficiaries of the Company/CC/Trust?

3(i) Will/are any person who is a Connected person in relation to the

Question 1(i)

Do/will you provide Eskom with a service or people?

If the answer is “Service”:

• Complete and sign Appendix 5 Affidavit. If the Affidavit is not signed,

• Sign Appendix 6. If the Agreement is not signed, PAYE will be withheld

from your payments.

• Provide Eskom with the valid IRP30 certificate. If this certificate is not

provided, PAYE will be withheld from your payments until such time

the IRP30 certificate is provided.

• No further questions must be answered.

• Sign the “Particulars of Individual” Section at the end of the Evaluation

• Sign Appendix 6. PAYE will be withheld from your payments.

• PAYE will be withheld from your payments until such time the valid

IRP30 certificate is provided.

• No further questions must be answered.
• Sign the “Particulars of Individual” Section at the end of the Evaluation

Question 3(i)

Are you a Resident of the Republic of South Africa in terms of the Income Tax Act?

(Refer to Appendix 10 for the definition of a Resident).

If the answer is Yes, go to Question 4(i).

• Sign Appendix 9. Submit this document to your representative in

spouse, parent, adoptive parent, child, grandparent, cousin, etc.? (Refer to

Appendix 10 for the definition of Connected person).

If the answer is Yes, go to Question 5(i).

• Sign Appendix 1. If the Affidavit is not signed, PAYE will be withheld

from your payments.

• Sign Appendix 8. If the Declaration is not signed, PAYE will be

withheld from your payments.

• No further questions must be answered.
• Sign the “Particulars of Individual” Section at the end of the Evaluation

Question 5(i)

Must your duties be performed mainly (i.e. more than 50%) at premises of Eskom?

If the answer is Yes, go to Question 5(ii).

If the answer is No, go to Question 5(ii).

Question 5(ii)

Will you be /are you subject to Eskom’s control or supervision as to the manner in

which your duties are to be performed or as to the hours of work?

If the answers in both Questions 5(1) and 5(ii) are Yes:

• Sign Appendix 7. PAYE will be withheld from your payments.

• Go to Question 6(i) to determine the correct disclosure code on the IRP5.

• Sign the “Particulars of Individual” at the end of the Evaluation Pack.

• Sign Appendix 3. If the Affidavit is not signed, PAYE will be withheld

from your payments.

• Go to Question 6(i).

Applicable to the 2025/2026 Tax Years

Psp

If you have answered “Employee” to any of the following questions 6 (i), 6(iii), 6(v),

6(vi), 6(ix);

or

If you have answered more than 50% “Employee” to questions 6(ii), 6(iv), 6(vii),

6(viii), 6(x), 6(xi):

• Complete and sign Appendix 7. PAYE will be withheld from your payments.
• No further questions must be answered.
• Sign “Particulars of Individual” at the end of the evaluation Pack.

If you have already signed Appendix 7 on Questions 5:

• Code 3616 must be marked on Appendix 7 as the applicable code to be

disclosed on the IRP5 for payments received.

If you have not signed Appendix 7 on Questions 5:

• Sign Appendix 8. If the Declaration is not signed, PAYE will be

withheld from your payments.

• No further questions must be answered.
• Sign “Particulars of person acting as representative of the Company/Close

Corporation/Trust” at the end of the evaluation Pack.

Applicable to the 2025/2026 Tax Years

Applicable to the 2025/2026 Tax Years

Appendix 1

• Knows and understands the content of this declaration,
• That he / she has NO objection to taking the prescribed oath,
• And considers IT to be binding on his / her conscience.

Thus signed and sworn to before me at ______________on this day

Of __________20.

• Knows and understands the content of this declaration,
• That he / she has NO objection to taking the prescribed oath,
• And considers IT to be binding on his / her conscience.

Thus signed and sworn to before me at ______________on this day

Of __________20.

Applicable to the 2025/2026 Tax Years

Appendix 3

• Knows and understands the content of this declaration,
• That he / she has NO objection to taking the prescribed oath,
• And considers IT to be binding on his / her conscience.

Thus signed and sworn to before me at ______________on this day

Of __________20.

Applicable to the 2025/2026 Tax Years

Appendix 4

Affidavit confirming that not more than eighty percent (80 %) of

• Knows and understands the content of this declaration,
• That he / she has NO objection to taking the prescribed oath,
• And considers IT to be binding on his / her conscience.

Thus signed and sworn to before me at ______________on this day

Of __________20.

Applicable to the 2025/2026 Tax Years

Appendix 5

• Knows and understands the content of this declaration,
• That he / she has NO objection to taking the prescribed oath,
• And considers IT to be binding on his / her conscience.

Thus signed and sworn to before me at ______________on this day

Of __________20.

Applicable to the 2025/2026 Tax Years

Appendix 6

Applicable to the 2025/2026 Tax Years

Appendix 7

Applicable to the 2025/2026 Tax Years

Appendix 8

Applicable to the 2025/2026 Tax Years

Appendix 9

Applicable to the 2025/2026 Tax Years

Appendix 10

rendering any such service, other than any employee who is a shareholder or member of the

company or trust or is a connected person in relation to such person;

"Remuneration"

means -

any amount of income which is paid or is payable to any person by way of any salary, leave pay, wage,

overtime pay, bonus, gratuity, commission, fee, emolument pension, superannuation allowance, retiring

allowance or stipend, whether in cash or otherwise and whether or not in respect of services rendered,

including-

a) any amount referred to in paragraph (a), (c), (cA),(d), (e), (eA) or (f) of the definition of "gross

income" in section one of this Act;

any amount required to be included in such person's gross income under paragraph (i) of that definition;

Applicable to the 2025/2026 Tax Years

bA) ...

but not including-

ii) any amount paid or payable in respect of services rendered or to be rendered by any person

(other than a person who is not a resident or an employee contemplated in paragraph (b), (c),

(d) (e) or (f)of the definition of "employee") in the course of any trade carried on by him

independently of the person by whom such amount is paid or payable and of the person to

whom such services have been or are to be rendered: Provided that for the purposes of this

paragraph a person shall not be deemed to carry on a trade independently as aforesaid if the

services are required to be performed mainly at the premises of the person by whom such

amount is paid or payable or of the person to whom such services were or are to be rendered

and the person who rendered or will render the services is subject to the control or supervision

of any other person as to the manner in which his or her duties are performed or to be

performed or as to his hours of work. Provided further that a person will be deemed to be

carrying on a trade independently as aforesaid if he throughout the year of assessment employs

three or more employees who are on a full time basis engaged in the business of such person

of rendering any such service, other than any employee who is a connected person in relation to

such person;

iii) ...

“Resident”

means any-

(a) natural person who is-

(i) ordinarily resident in the Republic; or

(ii) not at any time during the relevant year of assessment ordinarily resident in the Republic, if that

person was physically present in the Republic-

a) for a period or periods exceeding 91 days in aggregate during the relevant year of

assessment, as well as for a period or periods exceeding 91 days in aggregate during each

of the five years of assessment preceding such year of assessment; and

b) for a period or periods exceeding 915 days in aggregate during those five preceding years

of assessment,

in which case that person will be a resident with effect from the first day of that relevant year of

assessment: Provided that-

(A) a day shall include a part of a day, but shall not include any day that a person is in transit

through the Republic between two places outside the Republic and that person does not

formally enter the Republic through a “port of entry” as contemplated in section 9 (1) of the

Immigration Act, 2002 (Act No. ), or at any other place as may be permitted by

the Director General of the Department of Home Affairs or the Minister of Home Affairs in

terms of that Act; and

(B) where a person who is a resident in terms of this subparagraph is physically outside the

Republic for a continuous period of at least 330 full days immediately after the day on

which such person ceases to be physically present in the Republic, such person shall be

deemed not to have been a resident from the day on which such person so ceased to be

physically present in the Republic; or

(b) person (other than a natural person) which is incorporated, established or formed in the Republic or

which has its place of effective management in the Republic,

but does not include any person who is deemed to be exclusively a resident of another country for

purposes of the application of any agreement entered into between the governments of the Republic

and that other country for the avoidance of double taxation;

Applicable to the 2025/2026 Tax Years

Evaluation pack a......................................................................................................................... 6

Are you personally or will you personally be at risk for the quality of the work done or

to be done (risk for poor quality; time over-runs, project not producing income)?

Corporation/Trust” at the end of the evaluation Pack.

installation of smart meters, re-closers and voltage regulatorsSECTION (TENDERER)

Clauses of 240- clause description indicate with an

105658000 (x) as applicable

Specification or (-) if not

Applicable

Pre-contract award quality requirements x

(*Select Only Applicable Category). NB: Not more than one category must be selected. Also indicate

whether site assessment is applicable.

Category 1 (refer to clause 3.5.-105658000) -

Category 2 (refer to clause 3.5.-105658000) -

Category 3 (refer to clause 3.5.-105658000) X

Category 4 (refer to clause 3.5.-105658000) -

Main Supplier and Sub-supplier Capability and Capacity Assessment (refer to clause 3.-105658000) -

3 post-contract award(eskom)

Closing date: 05 Nov 2025 (time not stated).

Bidders must complete and sign Form A to acknowledge and accept Eskom Supplier Quality Requirements as per specification 240-105658000 and ISO 9001 Standard. The form requires the bidder to indicate the applicable pre-contract award quality requirements category. Category 3 is selected. Bidders must also indicate whether a site assessment is applicable.

The provision of Major and Minor Reticulation within Distribution, including the installation of smart meters, reclosers and voltage regulators. The contract falls under Eskom's Tender and Contract Quality requirements, specifically Category 3 of Pre-Contract Award Quality Requirements.

CLAUSE 4 Context of the Organisation X PRINCIPLE 1 Customer focus X

CLAUSE 5 Leadership X PRINCIPLE 2 Leadership X

CLAUSE 6 Planning X PRINCIPLE 3 Engagement of people X(ESKOM) CLAUSE 7 Support X PRINCIPLE 4 Process approach X

C

CLAUSE 8 Operation X PRINCIPLE 5 Improvement X

CLAUSE 9 Evidence based decision

Performance Evaluations X PRINCIPLE 6 XSECTION making

CLAUSE 10 Improvement X PRINCIPLE 7 Relationship Management X

Authorisation Date January 2022

240-105658000 and

QUALITY REQUIREMENTS FOR ISO 9001 Review Date January 2027

Eskom Rights of Access (refer to clause 3.8.-105658000) X

Eskom Rights to Information (refer to clause 3.8.-105658000) X

Preservation (refer to clause 3.8.-105658000) X

Quality Audits Related Conditions (refer to clause 3.8.-105658000) X

Management of Nonconformities and Nonconforming Outputs Identified by Eskom (refer to clause 3.8.-

105658000. x

Special processes (refer to clause 3.8.-105658000) x

Clauses of iso iso 9001 standard indicate with an quality iso 9001 standard indicate with an

9001 standard clause description (x) as applicable principles principle description (x) as applicable

Or (-) if not or (-) if not

Representativesection (tenderer)

NB: The tenderer must complete and sign this form to acknowledge and accept Eskom Supplier Quality Requirements as per 240-

105658000 Specification and ISO 9001 Standard.

No specific financial requirements are stated in the provided document.

Bidders must complete and sign Form 240-68099512 (Form A) to acknowledge and accept Eskom Supplier Quality Requirements as per 240-105658000 Specification and ISO 9001 Standard. The form must be completed with the bidder's details and signed. Category 3 applies, and a site assessment may be required.

Ard indicate with an quality iso 9001 standard indicate with an

Performance Evaluations X PRINCIPLE 6 XSECTION making

Eskom’s quality

Manager (QualitySECTION (ESKOM)

NB: The tenderer must complete and sign this form to acknowledge and accept Eskom Supplier Quality Requirements as per 240

TENDER & CONTRACT QUALITY Document Identifier 240-68099512 Rev 9

QUALITY REQUIREMENTS FOR ISO 9001 Review Date January 2027

Pre-contract award quality requirements x

B Contract Execution (refer to clause 3.7.-105658000) X CLAUSE Supplier Quality Performance Monitoring Phase (refer to clause 3.7.-105658000) X

Quality Audits Related Conditions (refer to clause 3.8.-105658000) X

Clauses of iso iso 9001 standard indicate with an quality iso 9001 standard indicate with an

{"name":"__________________________________________________________","email":null,"phone":null,"department":null,"address":null}

Returnable documents:

• E-Tendering Training Acknowledgement Form (Annexure): must be fully completed and submitted to Eskom within the prescribed period. Failure to do so renders the tenderer non-responsive and disqualified.

Mandatory returnable form: E-Tendering Training Acknowledgement Form. Must be fully completed and submitted to Eskom within the prescribed period. Failure to do so renders the tenderer non-responsive and disqualified.

Submission of the fully completed E-Tendering Training Acknowledgement Form is mandatory. Failure to submit this form within the prescribed period will render the tenderer non-responsive and disqualified.

The tender covers major and minor reticulation work, including installation of smart meters, re-closers, and voltage regulators, within the Distribution GEMMA Cluster in the Northern Cape. The contract runs on an 'as and when' required basis over four (4) years. Tender number E2837DXNCOUR, issued 20 August 2026, closing 8 September 2026 at 10h00, validity 84 days.

Closing date: 8 September 2026 at 10h00.

Clarification meeting (non-compulsory): 28 August 2026 at 11h00 via MS Teams. Link provided in the tender.

Clarification queries must be submitted 5 working days before the tender deadline.

Tender validity: 84 days from closing.

A non-compulsory clarification meeting will be held on 28 August 2026 at 11H00 via MS Teams. Link provided. Clarification queries must be submitted 5 working days before the tender deadline.

Eskom Representative: Dicky Ridgard, Tel: 051 404 2035, E-mail: [email protected].

Procurement Manager: Ms Jabu Mtshali.

Fraud and corruption hotline: 0800 11 2722 / [email protected].

Tenders must be submitted electronically via the Eskom E-tendering site (https://etendering.eskom.co.za/login) before the closing time. Only the latest submission is considered; earlier versions are null and void. No hard copies, no zip/condensed files. All documents must be in PDF format; the price list must be in PDF only. Upload size per document is 500 MB, total submission restricted to 4 GB. The submission status must be marked complete. Late tenders are not accepted.

Returnable forms (disqualifiable if missing or unsigned at closing):

• Annexure A (Authorisation Form): confirms the signatory is authorised to bind the bidder.
• Annexure B (Acknowledgement Form): acknowledges receipt and acceptance of tender conditions.
• Annexure C (Tenderer's Particulars): bidder identity and contact details.
• Annexure D (Integrity Pact Declaration): commits the bidder to ethical conduct.
• Annexure E (CPA Requirements for Local Goods/Services): declaration of local content where applicable.
• Annexure H (SBD 1 Invitation to Bid): the offer cover page.
• Annexure J (SBD 4 Bidders Disclosure): discloses any state employment or connection.
• E-tendering Help Manual acknowledgement form.

Non-disqualifiable returnables (must be submitted at closing; if incomplete, Eskom requests them within 5 working days):

• Annexure I (SBD 6.1 Preference Points Claim Form): claims B-BBEE points under PPPFA 2022.
• Tax Evaluation Questionnaire (for PAYE personal service provider determination).
• Employment Equity compliance proof (for designated employers).
• CIDB proof of grading (within 21 working days from closing).
• NEC or other Contract, completed.
• Pricing Schedule/BOQ (PDF only).

Returnables required prior to contract award:

• Proof of CSD registration.
• COIDA certificate of good standing or proof of application.
• Quality, safety, and environmental documents per the relevant folders.
• Latest approved annual financial statements (no drafts or management accounts).
• JV agreement (if applicable).
• Tax clearance certificates (for tenderers not on CSD or without SARS PIN).

Disqualification risks:

• Missing or unsigned disqualifiable returnables.
• Tenders signed by non-authorised persons.
• Submitting more than one tender (except correcting a previous submission).
• Conflict of interest, being on any sanctions list, National Treasury restricted list, or Eskom Tender Defaulters list.
• Subcontracting 100% of the scope of work.

Mandatory returnables at tender closing (disqualifiable): Annexure A Authorisation Form, Annexure B Acknowledgement Form, Annexure C Tenderer's Particulars, Annexure D Integrity Pact Declaration, Annexure E CPA for local goods/services, Annexure H SBD 1, Annexure J SBD 4, E-tendering Help Manual acknowledgement. Non-disqualifiable returnables: Annexure I SBD 6.1 Preference Points Claim, Tax Evaluation Questionnaire, Employment Equity compliance proof, CIDB proof (within 21 working days), NEC or other Contract, Pricing Schedule. Returnables required prior to contract award: CSD registration, COIDA certificate, quality/safety/environmental documents, annual financial statements, JV agreement, tax clearance certificates. Additional documents per GEMMA Cluster Technical Evaluation Criteria.

Functionality (Technical) is weighted 100% with a minimum threshold of 70%. Tenderers scoring below 70% are disqualified.

Price is evaluated inclusive of VAT, corrected for arithmetical errors, excluding contingencies, adjusted for acceptable variations, and compared on a Net Present Value basis. Unconditional discounts are considered; conditional discounts apply only at payment. Prices are scored out of 80 or 90 points.

Specific goals (B-BBEE) are scored out of 20 or 10 points per the PPPFA. The applicable system (80/20 or 90/10) is determined by the lowest acceptable tender if uncertain. Points table: Level 1 = 10/20, Level 2 = 9/18, Level 3 = 6/14, Level 4 = 5/12, Level 5 = 4/8, Level 6 = 3/6, Level 7 = 2/4, Level 8 = 1/2, Non-compliant = 0.

Ranking: price + specific goals = total out of 100. Tie-break: highest specific goals score, then drawing of lots.

Objective criteria and reverse e-auction are not applicable.

Scope: Provision of major and minor reticulation, including installation of smart meters, re-closers, and voltage regulators within the Distribution GEMMA Cluster – Northern Cape, on an 'as and when' required basis over four (4) years.

Technical contractual requirements (validated before contract award, not part of desktop evaluation):

• MV Authorised Person (Outcome 3): valid authorisation for each person listed in the Skills resource schedule.
• LV Authorised Person (Outcome 3): valid authorisation for each person listed.
• Calibration certificates for all equipment requiring calibration.
• Level 2 Meter Worker Certification.

Additional documents per GEMMA Cluster Technical Evaluation Criteria: ECSA/SACPCMP registrations, CVs, permits/licenses, and other registration documents as applicable to the scope.

Successful tenderer may be required to provide cataloguing information and label materials per Eskom specifications; a cataloguing line item must be priced if required.

Technical contractual requirements: MV Authorised Person (Outcome 3) valid authorisation, LV Authorised Person (Outcome 3) valid authorisation, Level 2 Meter Worker Certification. Additional documents per GEMMA Cluster Technical Evaluation Criteria including ECSA/SACPCMP registrations, CVs, permits/licenses, and registration documents.

Quality contractual requirements: as per documents in the 'Quality Folders'. Calibration certificates for all equipment requiring calibration. Quality requirements are evaluated with one opportunity to submit outstanding requirements.

Pricing Schedule/BOQ must be submitted in PDF format only. Upload size per document 500 MB, total submission 4 GB. Prices are evaluated inclusive of VAT, corrected for arithmetical errors, excluding contingencies, adjusted for variations, and compared on NPV basis. Unconditional discounts are considered; conditional discounts apply at payment. A cataloguing line item must be included if cataloguing is required.

Pricing Schedule/BOQ must be submitted in PDF format only. Upload size per document 500 MB, total submission 4 GB.

Prices are evaluated inclusive of VAT, corrected for arithmetical errors, excluding contingencies, adjusted for variations, and compared on a Net Present Value basis. Unconditional discounts are considered; conditional discounts apply at payment.

Payment terms: For contracts below R50 million (incl. VAT), Eskom pays within 30 days of undisputed invoices. For contracts above R50 million (incl. VAT), within 60 days.

Performance security: Not applicable.

Financial viability: Submission of annual financial statements is a contractual requirement for CIDB-related transactions from R30,000 excluding VAT. Financial analysis is compulsory.

Mandatory:

• Proof of CSD registration (CSD number/report).
• CIDB contractor grading of 2EP or higher (or proof of application within 21 working days from closing). For JVs, every member must be CIDB registered; the lead partner must have 2EP or higher, or not lower than one level below.
• Tax clearance: certified copy required for tenderers not on CSD or without SARS PIN; foreign suppliers with no SA footprint complete SBD 1 only.
• Employment Equity compliance proof (for designated employers).

Additional contractual requirements:

• SHEQ requirements (safety, health, environmental, quality) per the relevant folders.
• Financial statements (latest approved, no drafts) including background, director's report, auditor's/reviewer's report, statement of financial position, comprehensive income, changes in equity, cash flows, and notes. Public interest score and ITA34C for non-audited SA entities.
• COIDA certificate of good standing or proof of application (SA tenderers only).

Preference points documentation (if claiming B-BBEE points):

• Proof of ownership/shareholding (preferably CIPC) with breakdown.
• Valid B-BBEE certificate (SANAS accredited) or sworn affidavit/CIPC affidavit.
• Certified ID copies of shareholders.
• Proof of disability (if applicable, not older than a year).

Failure to submit preference point documentation does not disqualify, but results in 0 points for specific goals and price scored out of 80/90 only.

Specific goals are scored per PPPFA. B-BBEE status level points table as per evaluation criteria. Documents required to claim preference points: proof of ownership/shareholding (CIPC), valid B-BBEE certificate or sworn affidavit, certified ID copies of shareholders, proof of disability if applicable. Failure to submit evidence results in 0 points for specific goals but not disqualification.

Safety contractual requirements: COIDA certificate of good standing or proof of application (SA tenderers only). Additional safety documents as per scope of works in the 'Safety Folders'. SHEQ requirements are included as additional contractual requirements.

Environmental contractual requirements: as per documents in the 'Environmental Folders'.

The contract will be the NEC3 Engineering and Construction Contract. Eskom may award to a maximum panel of 15 contractors on an 'as and when' basis. Eskom reserves the right to accept or reject any tender and to award to more than one tenderer. Payment terms: 30 days for contracts below R50 million (incl. VAT), 60 days for above. Eskom may negotiate with preferred bidders if prices are not market related. Main contractors are discouraged from subcontracting with subsidiaries; any such subcontracting must be declared. Successful tenderers may be required to provide cataloguing information and label materials per Eskom specifications.

Eligibility criteria: Tenderers must not be under restriction to do business with Eskom or State-Owned Companies; must not be from sanctioned countries; must not submit more than one tender; JV/consortium must be jointly and severally liable; must not have conflict of interest; must be signed by authorised persons; must not be restricted by National Treasury or Eskom; must not be on Tender Defaulters list; must not subcontract 100% of scope. Basic compliance: meet eligibility, submit electronic PDF, valid CIDB 2EP or higher, complete tender with commercial/financial/technical info, submit mandatory returnables. CIDB grading 2EP or higher required. Proof of CSD registration mandatory. Financial viability (financial statements) required for CIDB-related transactions from R30,000 excl VAT.

Functionality (Technical) is weighted 100% with a minimum threshold of 70%. Price is scored out of 80 or 90 points; specific goals (B-BBEE) out of 20 or 10. The 80/20 or 90/10 system applies depending on the lowest acceptable tender. B-BBEE points table: Level 1 = 10/20, Level 2 = 9/18, Level 3 = 6/14, Level 4 = 5/12, Level 5 = 4/8, Level 6 = 3/6, Level 7 = 2/4, Level 8 = 1/2, Non-compliant = 0. Ranking adds price and specific goals; tie-break by highest specific goals, then drawing of lots. Objective criteria and reverse e-auction are not applicable.

No eligibility criteria specified

The document is a Quality Control Plan (QCP) or Inspection Test Plan (ITP) template. It requires the contractor or supplier to detail activities, inspection and test methods, acceptance criteria, and records for the scope of work. Intervention points include hold points, witness points, document review, surveillance, and verification. Inspection methods may include visual, microscopy, NDT, liquid/dye penetrant, magnetic particle, eddy current, etc. Acceptance criteria may include functionality requirements, performance measures, regulatory compliance, and chemical tests. The plan requires approvals from the contractor/supplier, subcontractor (where applicable), Eskom, and an Approved Inspection Authority (AIA) where applicable.

The provision of major and minor reticulation within Distribution, including the installation of smart meters, re-closers and voltage regulators, within the Gemma Cluster, Northern Cape, on an 'as and when' required basis over a period of four (4) years.

Eskom representative for the tender: Victor Masotla Motlokoa. No phone or email or submission address is stated in the available sections.

Bidders must submit a complete set of tender returnables, including Form A (List of Tender Returnables, Revision 7) fully completed and signed. All required forms and supporting documents must be returned as part of the tender submission. Details on submission format, envelopes, and return address are not available in this extract.

The tender is evaluated on quality requirements deliverables. The document indicates a Category 3 quality requirements evaluation with points assigned to specific quality deliverables (Sections A through E). Bidders must score positively on the quality evaluation, including submission of a Quality Control Plan (QCP) or Inspection and Test Plan (ITP) for similar or previous work. The weighting of price versus quality is not stated in the available text.

The scope includes the provision of major and minor reticulation within Distribution, including the installation of smart meters, re-closers and voltage regulators within the Distribution Gemma Cluster, Northern Cape, on an 'as and when' required basis. The contract period is four (4) years.

Bidders must submit a Quality Management System (QMS) certified to ISO 9001, including a Quality Policy and Quality Objectives approved by top management. The bid must include a draft Quality Control Plan (QCP) or Inspection and Test Plan (ITP) covering the scope of works, and a draft/example ITP or QCP from similar and/or previous work. These quality deliverables will be evaluated as part of the returnable documents.

Bidders must complete and submit Form A (List of Tender Returnables, Revision 7), which lists the required returnable documents. A Quality Management System (QMS) certified to ISO 9001 is required, evidenced by the Quality Policy and Quality Objectives approved by top management. Bidders must submit the required quality deliverables, including a draft Quality Control Plan (QCP) or Inspection and Test Plan (ITP) and evidence of similar/relevant work done. Formal ESKOM tender process requirements and preference point system will apply.

Section A Score Option 2 7

SECTION B : Evidence of QMS in operation (Tender Quality Requirements -Ref 240-105658000)

not limited to quality management function/role) 1

B.2 Documented information for Control of Externally Provided Processes, Products and Services - Must include criteria for evaluation, selection,

monitoring of performance, and re-evaluation of external providers (Clause 8.4 of ISO 9001:2015)

Section B Score 2

SECTION C: Contract Quality Plan Requirements (Ref 240-105658000 and 240-109253698).

Draft Contract Quality Plan specific to the scope of work as described in the tender documents (Ref ISO 10005)

NB! Draft Contract/Project Quality Plan has important QA deliverables 1

Section C Score 1

SECTION D: Quality Control Plan Requirements (Ref 240-105658000 or 240-109253302)

QCP /Checklist/ ITP (Quality Control Plans) as per Scope of Works (Ref ISO 10005)

NB! Draft/ Example of an Inspection and Test Plan (ITP) or Quality Control Plan (QCP) on similar and/ or previous work done 1

Section D Score 1

Section E Score 1

Supplier Quality Management: Revision 7

Category 3 : Quality Requirements Deliverables to be evaluated indicator = 1

SECTION A : Quality Management System Requirements ISO 9001

A.2 Quality Policy Approved by top management. 1

A.3 Quality Objectives Approved by top management. 1

{"name":null,"email":"[email protected]","phone":"+27 21 980 3467","department":"IES. RISKS AND","address":"encies that could occur (e.g., Oil"}

The technical evaluation is based on environmental requirements. Each criterion is scored 0 if the document is not submitted or fails to meet minimum requirements, or 1 if submitted and satisfactory. The pass mark is 100% of all requirements.

below, and that such documentation complies with the specified requirements.

32-727 SHEQ Policy

Reference Documentation

32-726 SHE Requirements for the Eskom Commercial Processes

Environmental evaluation criteria

The tender submission score sheet indicating the criteria to be used, the weighting of each criterion and the weighting per discipline in multidisciplinary packages shall be authorised by

the relevant senior manager. The approved tender submission score sheet shall be issued ith the equiry to be used for technical evaluation.

Comments –

Requirements to be

DETAILS AND EVIDENCE TO BE PROVIDED SUBMITTED (Y/N) collected at

Contract Award

REQUIREMENTS Stage

Document which provides an intentions and a direction of an organization related to

environmental performance, as formally expressed by its top management

Expressed Environmental commitments (protection of environment, compliance to

Bidders must submit a signed environmental policy, an environmental aspects and impacts register, a legal requirements register, a company environmental management programme with objectives, targets and timeframes, an environmental emergency preparedness and response plan covering incidents such as oil spills and chemical spills, and a signed declaration of environmental and social past performance. Site environmental representatives must show training records (including basic environmental awareness and oil spill, waste management and environmental legislation courses); job-specific environmental training needs must be identified in a training needs analysis and plan matrix, with documented training records. A register of environmental aspects and impacts must rate significance and link each to legislation such as the National Environmental Management Act, National Water Act, and National Environmental Management Waste Act. All requirements must reference ISO 14001:2015. The pass mark for this contract is 100% of all requirements.

Purpose

below, and that such documentation complies with the specified requirements.

32-727 SHEQ Policy

32-726 SHE Requirements for the Eskom Commercial Processes

the relevant senior manager. The approved tender submission score sheet shall be issued ith the equiry to be used for technical evaluation.

Comments –

Environmental Emergency situations (gases leaking, fires, etc).

Plan: This shall include exercises or drills to prepare and test emergency response on

specified timeframes.

emergency

Declaration: Environmental

9 and Social (ES) past Signed and dated declaration form.

performance

Note: IT is important that all tenderers read the iso14001:2015 international standard for detailed information on the environmental

legal requirements, environmental objectives, continual improvement and pollution

reduction, etc.)

Document signed by the CEO/ Director, Date &version controlled

Contractor Environmental Officer/ Environmental Representative/ Company Director/

Company Organogram:

Herbicides Applicator/Consultants. PROVIDE A DETAILED RESOURCE LIST OR

2 Detailing Environmental ORGANOGRAM FOR THE CONTRACT / PROJECT BASED ON CURRENT

Resources

Human resources.

Environmental Appointment Provides an environmental appointment letter /template with clear Roles,

Letters/ Template: Responsibilities & Authority;

The appointment of a

The organisation's top management shall formally appoint a

Specific

Specific management representative/s with defined roles,

Environmental

Responsibilities and authority for the environmental

Management

Management system and legal compliance specifically for this

Representative/s for contract. E.G. Contracts manager, construction manager.

This contract.

Identify candidates that will be appointed as environmental site

Representatives whilst performing work on site e.G Site

3 supervisor, team leader.

The minimum environmental training requirements for the site

Environmental representative/s are:

Appointment of site

Environmental > basic environmental awareness

Representatives > ea-emp training

Provide proof of attendance or certificates per candidate. In

The case where employees have not been trained - provide

Booking confirmation from the seta training instituition or

ESKOM ACADEMY OF LEARNING ((Pumeza Diko (+27 21 980 3467 and

[email protected]) OR [email protected]).

The organization shall provide a training needs analysis and plan (who will do what

training by when).

Training needs a document needs to be developed which indicates all job

Analysis and plan profiles / descriptions and their environmental training needs

4 (matrix) based on that job / task's environmental aspects and impacts.

E.G. Site supervisor to attend general environmental awareness

Course, oil spill clean-up course, waste management course,

Environmental legislation course.

The organization must provide documented proof/ record that staff members have

Training records

received environmental competence training?

This register is usually in tabular form which outlines organizations activities,

products or services which could interact with the environment, result to

environmental aspects & Impacts in-line with the scope of work.

The aspect of that activity/product/service that interacts with

The environment e.G. Waste disposal to land, cutting/ removing

Vegetation, oil spills/ leaks, cement spillages, sewerage spills,

Environmental Aspects & SITE SELECTION, REMOVAL OF TOPSOIL.

Impacts Register (incl. THE IMPACT THAT ASPECT HAS ON THE ENVIRONMENT E.G .5

Activities, Products or GROUNDWATER CONTAMINATION, DAMAGE/ DESTRUCTION TO

Services) and Rating: VEGETATION, DESTROYING PROTECTED TREES, AIR POLLUTION, WATER

Pollution, soil erosion, injury/ killing of animals, visual impact,

Customer reputation/image.

The methodology or criteria to determine the significance of environmental aspects &

Impacts (i.e., Low, Medium, or High).

All impacts need to have a significance rating.

A document (e.G. Legal register) needs to be developed for the

Identification of all the applicable south african legislation

Requirements related to each aspect and impact e.G. Water

Pollution is covered in the national environmental management

6 legal requirements act, national water act, national environmental management

Integrated coastal management act, national environmental

Management waste act, water by-laws, etc.

IT is required to list relevant risks and opportunities. Risks and

Opportunities are potential adverse efects (threats) and

Potential beneficial effects (opportunities). E.G Non-physical

Effect on the environment. Training of local labour as an

Opportunity, lack of tool box talk as a risk etc.

As a minimum each significant aspect and impact as well as risk

And opportunities need to have an environmental management

Programme detailing:

Company

Environmental - OBJECTIVE/S7

Management - actions / controls/ mitigation measures

PROGRAMME (EMPr) - MEASURABLE TARGET/S

• Timeframes
• Designation of responsibility

The above can be at different functions and levels of the

Organisation e.G. Different objectives and targets for middle

Management, finance department, construction department, etc.

Depending on their function and outputs.

This plan lists possible environmental emergencies that could occur (e.g., Oil

spillage, chemical spillages, air pollution incidents, water pollution, etc.).

This plan shall address the approach on how to respond to such emergency

Environmental Emergency situations (gases leaking, fires, etc).

8 Preparedness & Response

Plan: This shall include exercises or drills to prepare and test emergency response on

specified timeframes.

This plan shall provide contact details of required stakeholders in case of an

emergency

Declaration: Environmental

9 and Social (ES) past Signed and dated declaration form.

performance

Note: IT is important that all tenderers read the iso14001:2015 international standard for detailed information on the environmental

Management system requirements and definitions.

Note: the pass mark for this contract is 100% of all the requirements.

Rating Legend

0 Document not submitted OR submitted but does not satisfy the minimum requirements

1 Document submitted and the content satisfy the minimum requirements

For ESKOM office use only

Environmental evaluator

Acceptable unacceptable

Name Signature Date

Controlled disclosure

When downloaded from the EDS database, this document is uncontrolled and the responsibility rests with the user to ensure it is in line with the Authorized

Version on the database.

environmental performance, as formally expressed by its top management

Expressed Environmental commitments (protection of environment, compliance to

1 Environmental Policy

legal requirements, environmental objectives, continual improvement and pollution

reduction, etc.)

Environmental > basic environmental awareness

Representatives > ea-emp training

4 (matrix) based on that job / task's environmental aspects and impacts.

received environmental competence training?

products or services which could interact with the environment, result to

environmental aspects & Impacts in-line with the scope of work.

Environmental - OBJECTIVE/S7

This plan lists possible environmental emergencies that could occur (e.g., Oil

spillage, chemical spillages, air pollution incidents, water pollution, etc.).

Technical Evaluation Criteria- Procurement Document Identifier 559- Rev. 1

Environmental evaluation criteria

The tender submission score sheet indicating the criteria to be used, the weighting of each criterion and the weighting per discipline in multidisciplinary packages shall be authorised by

the relevant senior manager. The approved tender submission score sheet shall be issued ith the equiry to be used for technical evaluation.

REQUIREMENTS Stage

The tender covers major and minor reticulation works, including installation of smart meters, re-closers and voltage regulators, within the Distribution Gemma Cluster in the Northern Cape, on an as-and-when required basis over four years.

Returnable documents: none specified in the available document text. Bidders must submit a completed pricing schedule (Bill of Quantities) with rates for all items, as the tender is priced on a schedule of rates basis.

No eligibility or evaluation criteria are stated in the available document text. The tender is an open request for bid; preference point scoring (80/20 or 90/10) is not specified.

Scope: provision of major and minor reticulation works, including installation of smart meters, re-closers and voltage regulators, on an as-and-when required basis over four years, within the Distribution Gemma Cluster in the Northern Cape.

Work items cover: site establishment, transport, bush clearing and tree felling, excavations (including blasting and rock drilling), planting of wood and concrete poles, installation of stays and MV/LV structures, conductor stringing, installation of transformers, reclosers, voltage regulators, CT/VT units, capacitor banks, surge arresters, disconnectors, miniature substations, ring main units, metering kiosks, earthing and underground cable installation.

Supply items without a standard rate are charged at cost plus 10% handling fee; supplier quotes must be submitted as supporting documents.

Transformers, reclosers, voltage regulators and MV metering units are Eskom free-issue material.

All work must comply with Eskom specifications and relevant DDT drawings.

Pricing is on a schedule of rates (Bill of Quantities) basis, with labour rates per unit for each item.

Site establishment includes a once-off payment per year for risk assessment, quality management, health and safety specification, environmental plan, safety inspections, OHSA appointments and non-conformance process, after certification, at 3% of total labour value.

PPE is priced at 2% of total labour value.

Transport costs require a written task order from the Project Manager and an invoice with trip details.

No bonds, guarantees or payment terms are stated in the available text.

No specific compliance requirements (e.g., CSD, tax clearance, B-BBEE, CIDB) are stated in the available document text.

The tender is for the provision of major and minor reticulation, including installation of smart meters, re-closers, and voltage regulators within the Distribution Gemma Cluster in the Northern Cape, on an 'as and when' required basis over four years. The document provided is a Contract Quality Plan (CQP) template that the supplier must complete to demonstrate how they will meet Eskom's quality requirements.

The tender requires the successful bidder to prepare and submit a Contract Quality Plan (CQP) for Eskom's approval. The CQP must cover:

• Definitions of quality management terms (QMS, quality plan, QA, QC, supplier, sub-supplier, quality objectives, quality policy, risk management, documented information, method statements).
• Full description of the scope of work as per the NEC or FIDIC contract.
• Communication channels between the supplier and Eskom for quality-related issues, including documentation, meetings, and reporting.
• An organogram showing roles, responsibilities, and qualifications of personnel, including QA/QC functions.
• Index of interfacing documents (processes, standards, codes, specifications, drawings).
• List of suppliers and sub-suppliers, with monitoring and performance evaluation.
• Index of items to be manufactured, refurbished, or purchased, with production schedules.
• Identification of activities requiring Quality Control Plans (QCP) or Inspection and Test Plans (ITP), both offsite and onsite.
• Special controls for processes governed by manufacturing/fabrication standards (e.g., welding, NDT/NDE).
• Index of documented information to be submitted to Eskom during the project (e.g., method statements, inspection reports, signed QCPs, warranty certificates, material certificates).
• Control and retention of records, including a retrievable filing system.
• Concession and non-conformance management processes (defects, repair, rework, inspection).
• Databook management process, including databook index and operating & maintenance manual.
• Management of working tools and equipment, including calibration/maintenance status.
• Dealing with customer property as per ISO 9001.
• Product preservation, including identification, handling, packaging, storage, and transportation.
• Identification and traceability methods.
• Commissioning and post-delivery activities, including warranty, technical support, and defect correction.

The CQP must be compiled by the tenderer during evaluation (Rev 0) and updated to Rev 1 after contract signing. Eskom will review and accept the CQP after award.

The CQP must reference SANS 466:2005 / ISO 10005:2005 for quality plan guidelines. The supplier must have a Quality Management System (QMS) in place, with documented procedures for managing externally supplied products and services. The CQP must include a list of sub-suppliers and sub-contractors, with criteria for their selection (e.g., technical and quality requirements).

Eskom Holdings SOC Ltd, through its Distribution Division, procures services of external contractors for technical services aligned with operational requirements and strategic mandates. This document outlines the Technical Evaluation Criteria (TEC) applied by the Technical Evaluation Team (TET) within the Northern Cape Operating Unit (NCOU) for the Minor & Major Works Panel Contract Enquiry. The aim is to ensure only capable and compliant service providers are shortlisted to form part of the Panel of Contractors (PoC) to maintain consistent and reliable service delivery. Scope of work is documented in Annexure E – Minor and Major Projects Scope of Work. Applicable only to NCOU.

{"name":"Dr. Rudi","email":null,"phone":null,"department":"(NCOU). The criteria set out in this document describes the","address":null}

Technical submissions are evaluated in three stages: Preliminary/Completeness check, Mandatory evaluation, and Functional evaluation. Each phase is evaluated independently and weighted as per the evaluation criteria. At each stage, three independent evaluators evaluate the bidder's response, with a nominated/elected evaluation team leader preparing the final evaluation report. All mandatory returnables (as per the evaluation criteria) must be submitted for the bid to progress. The technical submission must demonstrate compliance with all Mandatory Requirements, and failing any mandatory item will render the entire submission unsuccessful and it will not be further evaluated.

Required returnables: Annexure A – Base of Operation (completed, signed, dated, with GPS coordinates and proof of premises: lease agreement, title deed/bond statement, or letter from property owner/primary leaseholder confirming use or intent to rent). Annexure B – Skills Resources Schedule (completed in full, signed and dated by Owner). Annexure B1 – Affidavit of Employment Confirmation per resource. Annexure B2 – Consent Form for Processing Personal Information per resource. Annexure B3 – MV Authorisation Prerequisite Courses. Annexure B4 – LV Authorisation Prerequisite Courses. Annexure C – Vehicles Schedule (completed in full, signed and dated by Owner). Annexure D – Tools & Equipment Schedule (completed in full, signed and dated by Owner, indicating owned/hired per item). For hired items: letter from bona fide hiring company detailing items, quantities, signed by lessor. Certified copies of: ID documents, Department of Labour Electrical Contractor Registration Certificate, training certificates (valid, certified, from accredited facilitators on Eskom's National Facilitators Database). Vehicle proof: ownership (registration, license disc, license info certified not older than 3 months) or hiring letter. Submissions must be in PDF format, minimum 300 DPI (600 DPI recommended), correct orientation, properly aligned, clear, full-page capture. Technical returnables in separate technical file or clearly indexed section labelled 'Technical'. Proforma annexure forms must be used; no modifications allowed.

Three-stage evaluation process: (1) Preliminary Evaluation – must be compliant (no details on criteria provided); (2) Mandatory Evaluation – Pass/Fail; (3) Functional Evaluation – weighted scoring. Mandatory Evaluation (Pass/Fail): if any mandatory requirement is failed, the entire submission is disqualified and not further evaluated. Functional Evaluation scores evidence of capabilities; minimum mandatory requirements as provided in Technical Evaluation Criteria document. Mandatory skills: (1) MV/LV Authorisation (with live work); (2) Network Operator (NO) with valid authorisation on Network Operator Training Matrix; (3) Registered Person(s) (RP) with valid authorisation; (4) Supervisor/Planner/Controller with Minimum 3 years on MV/LV network; (5) Artisan Electrician; (6) Rigger; (7) Rope Access Technician; (8) Aerial Rope Access Technician; (9) Rope Access Technician (3-4km); (10) Lineworker/MV/LV; (11) Rigger. Various

mandatory certification / training / authorisation requirements, tested in practical simulations (including working on live MV/LV networks, at heights, high voltage switching and isolation) are flagged as a risk to the tenderer in these roles.

Essential:

• MV/LV Live Line & Rope Access Teams (above minimum)
• 6x Medium Voltage (MV) Live Line Teams
• 4x Low Voltage (LV) Live Line Teams
• 1x Rope Access Team
• 2x Rigging Teams (one per site, limited to two sites simultaneously)
• 1x Fibre Optic Splicer (Looms for OPGW & ADSS)
• 1x Electrical Technician (2 if panel contact award over R300 million)
• 2x Meter Technicians
• 2x Faultsman Technicians (autorecloser/network protection specialists)

Minimum essential tools and equipment per team, per site (to be returned and certified):

• 100m extension cable reels and 3-phase distribution boards.
• 12m extension ladders and ladders for continuous work. MEWP high access unit 15m.
• Toolboxes: Full fitter's toolkit. Full electrician's toolkit. Mechanic's toolkit. Full rigger's toolkit.
• Full hand tool set per person. Gas detector, Mica heater, Conduct etc.
• Full safety equipment (PPE) for all work teams (including: Full body harness 3M, safety lanyards, rated & certified shackles, bull clamps, wire grips, chain blocks (1.5t to 5t), pole jacks etc.
• Climbing equipment: hook ladders, harnesses, hoists. Standard rigging equipment
• every person will be issued with full safety risks assessments for confined space, working at heights, etc.
• Test equipment (Thermal imaging, partial discharge, etc.)

Minimum tools, machinery & equipment for Minor and Major Works. The requirements, technical specifications and quantities are specified in the project specification / scope of work.

Additional notes:

1. All tools, machinery and equipment must be in a good working condition, maintained to acceptable standards, and available at project site/s at all times.
2. All equipment shall comply with the applicable requirements of the Occupational Health and Safety Act (Act 85 of 1993) and must be inspected and certified as per the applicable regulations and by the relevant certified competent person.
3. All equipment must be owned by the bidder, hired or made available. In the case of hired equipment evidence of compliance shall be submitted. All hired equipment used for projects must be in good working order, maintained by a registered company.

Skills Resources relevant to the panel contract: Required evidence of competency. Affidavit of Employment Confirmation must be provided with proof of employment (at least 6 months until tender closing date). Affidavit must be signed by Commissioner of Oaths. Minimum Qualifications/Trade Certificates: - 12 x Contracted or Permanent Rigger/Thermite welder or both. - 2 x Contracted or Permanent HV Cable Jointer per NRS 010-1:2017 - 36 x Contracted or Permanent Line/Electrical/Network Controller? (line Inspectors) with at least 3 years relevant experience. - 12 x Contracted or Permanent Overhead Line (OHL) Construction Supervisors with 3 years experience. - 18 x Contracted or Permanent Planti (Team) Leaders with 18.2 D. TLM standards. - Personnel holding a relevant Trade Test Certificate, e.g. Construction, Electrician, Millwright, Fitter and Turner, etc. - Contractor must have access to registered Professional Construction Manager/Engineer/Construction Project Manager (PrCM/PrEng/PrCPM) to manage and direct the projects. Must be registered with a recognized professional body and provide proof of registration. - Must comply with all Company specifications, standards and policies. Must comply with statuary requirements and standard. The Contractor must be able to execute Minor and Major Works from 400V up to 132kV and excavate in service road, footway and other areas i.e. potholing, etc. as applicable to Eskom Distribution network. Contractor shall supply all staff and required resources to deliver Minor and Major Works. In terms of the Contractor's Offer, the Contractor shall supply all Staff and Tools, and the proposed services are funded via BPO cost code.

Eskom Holdings SOC Ltd, through its Distribution Division, is committed to procuring the services of external

contractors to deliver specific technical services and/or products that align with its operational requirements

and strategic mandates as defined by its shareholders. To ensure that these procurement processes are

conducted in a fair, transparent, and legally compliant manner, Eskom adheres strictly to the provisions of the

Public Finance Management Act (PFMA). In this context, every tender submission must be evaluated to ensure

technical competency and functional ability to deliver required services or products.

This document outlines the Technical Evaluation Criteria (TEC) applied by the Technical Evaluation Team

(TET) within the Northern Cape Operating Unit (NCOU). The criteria set out in this document describes the

guiding framework used to assess contractor submissions in response to the Minor & Major Works Panel

Contract Enquiry. The aim is to ensure that only capable and compliant service providers (or contractors) are

shortlisted to form part of the Panel of Contractors (PoC), in an effort to maintain consistently and reliable level

of service delivery.

2. Supporting clauses

2.1 Scope

The document outlines the criteria and procedure(s) applied as part the technical evaluation procedure in

fulfilment of Minor & Major Works Projects, in Distribution – NCOU. The scope of work is documented in

Annexure E – Minor and Major Projects Scope of Work.

2.1.1 Purpose

The aim of this document is to set out the criteria and procedure adhered to in evaluating submission for Minor

& Major Works Projects. The process endeavours to establish ‘value for money’ in contractual service

agreements. The purpose of the criteria is to ensure the evaluation is conducted in a fair and transparent

manner.

2.1.2 Applicability

This document is only applicable to the NCOU.

Technical understanding and knowledge of this document and its contents is critical to the end user and the

associated senior management; standards implementation department representative(s); technical evaluation

team; procurement representatives and any other stakeholder(s) technically interested as part of the

procurement process, including all signatories listed in this document.

Stakeholders involved in their respective capacities overseeing the procurement process, along with

associated senior management must have an awareness of the document contents.

2.2 Normative/informative references

Parties using this document shall apply the most recent edition of the documents listed in the following

paragraphs.

2.2.1 Normative

[1] ISO 9001, Quality Management Systems.

[2] 240-70413681 Portfolio of Evidence for Authorisation

[3] QM 58 – Supplier Contract Quality Requirements Specifications

[4] Regulations Governing the Administration of an Oath or Affirmation (GN R July 1972, as

amended)

[5] The Public Finance Management Act, 1999 (PFMA)

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Document Classification: Controlled Disclosure

TECHNICAL EVALUATION CRITERIA FOR NCOU MINOR Unique Identifier: 559-1090503513

And major works contractors

Revision: 1

Page:

[6] Protection of Personal Information Act,

2.2.2 Informative

N/a

2.3 Definitions

2.3.1 General

Definition Description

Bona fide adj. Latin for "good faith," it signifies honesty, the "real thing" and, in the case of

a party claiming title as bona fide purchaser or holder, it indicates innocence or

lack of knowledge of any fact that would cast doubt on the right to hold title.

Certified The verification that a copy of an original document is true. A qualified person

signs and dates the copy of the original document to confirm its accuracy.

Valid for 3 months (time of tender closing date)

Comparative Scoring A mathematical method to enable a fair comparison between a set of numerical

Methodology results.

Contract Requirements Requirements that will be evaluated before contract award and are the final

stage of the Technical Evaluation criteria.

Contractor A person or firm that undertakes a contract to provide materials or labour to

perform a service or do a job.

Employee A person employed for wages or salary, especially at non-executive level.

End User The ultimate user or consumer of the goods, works or services procured. This is

usually the person or body that places the reservation or purchase requisition for

the desired goods, works or services.

Enquiry Returnable Enquiry returnable are any documents, forms or any other proof, stipulated in

OR Returnable the Tender Enquiry that is assessed against the criteria as is defined by the

mandatory criteria and/or functional criteria. Enquiry Returnables must be

submitted as part of the tenderer’s technical submission. Enquiry Returnables

may also be referred to as ‘evidence’; or ‘returnable’.

Evaluation Criteria Content of this document providing details and process which will either let

submissions to be recommended or not.

Evaluation Stage(s) Evaluation Stage describes the various steps followed in the evaluation process.

Namely or merely referred to as ‘stage’.

Evaluation Team Leader The designated lead evaluator within an evaluation team, responsible for

coordinating the evaluation process, assigning tasks, ensuring compliance with

evaluation criteria, and compiling the team's consolidated outcome. The Team

Leader acts as the primary liaison with the Moderation Panel and the Technical

Evaluation Director.

Foreign Identification An identification document issued to foreign nationals who have legal residency

Document OR Foreign status, such as permanent residents or naturalized citizens.

ID

Functional Bids meeting the Mandatory Requirements will be evaluated against the

Requirements Functional Requirements to allocate an evaluation result (score). Only those

submissions achieving a score meeting or exceeding the defined threshold will

be considered for further processing.

Hired Obtain the temporary use of (something) for an agreed payment.

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Document Classification: Controlled Disclosure

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Revision: 1

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Definition Description

Identification Document An identification document is defined as a document issued under the

(ID) Identification Act , used to verify a person's identity. This includes the

green bar-coded ID book and the smart ID card.

Light Delivery Vehicle A Light Delivery Vehicle (LDV) is a motor vehicle with a gross vehicle mass

(GVM) not exceeding 3,500 kg, primarily designed and used for the transport of

goods, equipment, or tools. It may be classified by payload capacity, commonly

in the 1-ton or 3-ton categories, and may include configurations such as single

cab, double cab, or chassis cab with customized load bodies (e.g., flatbed,

canopy, or service bodies). LDVs are licensed under Code B or C1, depending

on their GVM

Major Projects All other projects falling outside of the definition of minor projects constitutes a

major project and follow the Wires Project Life-Cycle Model (PLCM) subset.

Mandatory Mandatory criteria (gatekeepers) are ‘must meet’ criteria. These criteria shall not

Requirements be weighted or point scored but shall be assessed on a ‘Yes’/’No’ basis as to

whether or not the criteria are met. An assessment of ‘No’ against any criterion

shall technically disqualify the tenderer and shall not be further evaluated against

Functional Criteria.

Minor Projects Customer application projects below 1MVA and less than R1m or R1.5 in cost

per project for overhead lines and underground cable network respectively or as

may be revised as per the Distribution Project Life-cycle model

Other Evidence Additional evidence required either during tender stage or contract award stage

which is not scored and will not affect the final score allocated to the submission.

Owned Have (something) as one's own; possess

Owner / Ownership A person or organization that owns something / Ownership is the state or fact of

legal possession and control over property, which may be any asset, tangible or

intangible.

Panel Contract Arrangements entered into with more than one Contractor for the supply of

Goods of similar type and nature.

Rigger A rigger is a professional who assembles, installs, and maintains cables, pulleys,

winches, and other equipment to hoist or move heavy loads. They work in

various industries, including construction, oil and gas, and shipping, ensuring

safe and efficient lifting and movement of materials.

SANAS South African National Accreditation System

Skills Resource A Skills Resource refers to a qualified and competent individual, either employed

directly by the tenderer or contracted via a third-party service provider, who holds

the required certifications, authorisations, or training necessary to perform

specific technical tasks as defined in the scope of work. All Skills Resources

must meet the minimum requirements as outlined in the evaluation criteria and

provide evidence of competency.

Submission A proposal, application, or other document presented for consideration or

judgement or evaluation

Technical Criteria The criteria stipulated in this document, which is required to be complied by the

Bidder/Tenderer based on its Technical Submission to become eligible for the

contract.

Technical Evaluation All stakeholders who are involved in the act of technically evaluating submitted

Team technical tender documents as part of the procurement process.

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Document Classification: Controlled Disclosure

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Definition Description

Technical Skills Technical Skills Resource refers to an individual, who is employed by the tender

Resource respondent company, that has qualified knowledge and skills to perform specific

tasks; use certain tools, equipment or machinery; or tests.

Technical Skills The team of employees with the necessary technical skills to perform all tasks

Resource Team as described in the scope of work.

Tender Refers to a written or virtual competitive offer, quotation, proposal or expression

of interest made by a Supplier or Contractor, in a prescribed form according to

the enquiry, in response to an enquiry for the provision of assets, goods, works

or services, and/or Investment Recoveries.

Tenderer A potential supplier who submitted a tender to Eskom for the provision of goods,

works or services. The entity or individual that submits the tender or bid.

Tools Machinery & This category includes all hand tools, power tools, mechanical equipment, and

Equipment specialised machinery required for the safe and effective execution of project

works. This includes, but is not limited to, crimping tools, augers, rigging

devices, testing equipment, compactors, generators, and hydraulic cutters.

Tools and equipment must be either owned or hired by the tenderer, be fit for

purpose, and where applicable, accompanied by valid calibration or inspection

certificates.

Vehicles Vehicles refer to motorised transport units listed in the tender submission that

are used to support project execution. These include Light Delivery Vehicles

(LDVs), crew transport vehicles, tractor loader backhoes (TLBs), and crane

trucks. Vehicles may be owned or hired but must meet the minimum technical

and legal requirements including registration, roadworthiness, licensing, and

suitability for intended operational use.

2.3.2 Disclosure classification

Controlled disclosure: controlled disclosure to external parties (either enforced by law, or discretionary).

2.4 Abbreviations

Abbreviation Description

LDV Light Delivery Vehicle

LV Low Voltage

MV Medium Voltage

NCOU Northern Cape Operating Unit

PFMA Public Finance Management Act

PLCM Project Life-Cycle Model

PoC Panel of Contractors

QM 58 Supplier Contract Quality Requirements Specification

RDO Rock Drill Operator

SI Standards Implementation Department

SME Subject Matter Experts

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And major works contractors

Revision: 1

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TEC Technical Evaluation Criteria

TET Technical Evaluation Team

TETA Transport Education Training Authority

TLB Tractor Loader Backhoe

3. Technical Requirements and Evaluation Process

Technical Returnables must be submitted either as a separate technical file or as a clearly indexed section

within a larger document or folder labelled "Technical". Submissions should follow logical indexing to ensure

clarity and accessibility.

Important Submission Prescriptions:

• Where possible, it is recommended that forms be completed digitally. (Available to download)
• Where proforma submissions are required, only the prescribed annexure forms will be accepted.
• Any inaccurate, false, or fraudulent information—whether provided deliberately or by accident—may

be referred to the appropriate forensic departments for investigation and could result in legal

proceedings.

To ensure the legibility and ease of evaluating scanned document submissions, tenderers are strongly

encouraged to adhere to the following guidelines:

1. Resolution: All documents should be scanned at a minimum resolution of 300 DPI. For documents

containing small text, signatures, or detailed graphics, a higher resolution of 600 DPI is recommended

to ensure clarity.

2. File Format: All submissions must be provided in PDF format only. No other file types will be

accepted.

3. Document Orientation: Ensure correct orientation (portrait or landscape).

4. Alignment, Clarity & Page Size: Documents must be properly aligned, clear and legible, with full-

page capture (no excessive blank space).

3.1 Technical Evaluation Process

The evaluation process consists of three distinct phases that follows a chronological order:

Technical evaluation process follows three chronological phases with moderation between each. Preliminary Evaluation checks submission completeness. Mandatory Evaluation verifies baseline capability (skills, vehicles, tools) on Pass/Fail. Functional Evaluation scores quality/quantity of evidence with weighted percentages. Contractual Obligation Requirements validated at award. Three independent evaluations per phase with moderation to identify discrepancies. Next phase only commences after successful moderation. Contractual phase starts after mandate approval before contract award. Adjustment for location: suppliers must secure local Northern Cape office as part of contractual requirements, validated on/before contract award.

Skills resources must hold specific qualifications: MV Lineman – MV Line Construction Training Certificate (modules ELW002–ELW010) from accredited facilitator on Eskom's National Facilitators Database. LV Lineman – Certified LV Line Construction training certificate (modules ELW011, ELW012) from accredited facilitator. MV Authorised Person – Valid certified training certificates for Responsible Person per 240-70413681 Portfolio of Evidence (Annexure B3) OR valid Outcome 3 Responsible Person authorisation for MV Work (permit cards not accepted). LV Authorised Person – Valid certified training certificates for Responsible Person per 240-70413681 (Annexure B4) OR valid Outcome 3 Responsible Person authorisation for LV Work (permit cards not accepted). Meter Worker – Certified Level 2 Meter Worker Certificate OR Certified split meter training certificates (OTO 006g, OTO 006c, OTO 006a) from accredited facilitator AND Certified SPU Maintenance and Commissioning Course certificate OR signed letter of intent to obtain within 3 months post-award. Installation Electrician – Certified valid Department of Labour Registration as Electrical Contractor. Truck Mounted Crane Operator – Certified training certificates/permit (TETA accredited Truck Mounted Crane Operator) OR proof of hiring operator with crane truck. TLB Operator – Certified training certificates/permit (TETA accredited Backhoe Loader Operator) OR proof of hiring operator with TLB. Rigger – Certified Certificate: Mechanical Handling (Rigging) SAQA QUAL ID: 59729. Auger/Drilling Operator – Certified training certificates/permit (TETA accredited Operator) OR proof of hiring qualified operator. Cable Technician – Further Education and Training Certificate: Cable Jointing and Termination SAQA QUAL ID: 58204. Rock Drill Operator – Certification Operate handheld rock drill machine SAQA Unit Standard 115532 OR proof of hiring qualified operator.

paragraphs.

2.2.1 Normative

[1] ISO 9001, Quality Management Systems.

[2] 240-70413681 Portfolio of Evidence for Authorisation

[3] QM 58 – Supplier Contract Quality Requirements Specifications

[4] Regulations Governing the Administration of an Oath or Affirmation (GN R July 1972, as

amended)

[5] The Public Finance Management Act, 1999 (PFMA)

works. This includes, but is not limited to, crimping tools, augers, rigging

devices, testing equipment, compactors, generators, and hydraulic cutters.

purpose, and where applicable, accompanied by valid calibration or inspection

certificates.

9. Rigger Certified Certificate: Mechanical Handling Minimum 1: 3.5%

(Rigging) resource 2: 5%

requirement: 1

Saqa qual ID: 59729

0: Fail

1: Pass

10. Auger/Drilling Certified training certificates Minimum 1: 3.5%

Operator resource 2: 5%

OR requirement: 1

Evaluated on a pass or fail basis. Only submissions that passes this stage will then be considered in the next stage of evaluation. All those that are evaluated as failed will not be evaluated further.

Functional Assessed based on the quality and quantity of supporting evidence, resulting in a percentage score. All functional criteria will be scored against a minimum threshold. If the threshold is met or exceeded, the qualifying bids continues with Tender Evaluation for further stage evaluations. The outcome of the functional evaluation results will be utilized to determine a ranked outcome of all successful submissions.

Contractual Obligation Requirements This stage will include non-scoring/informational criteria to be assessed at contract award stage. It outlines the final technical requirements, including all necessary authorisations and compliance with applicable technical standards and criteria. The above-described structured process ensures a transparent and merit-based selection of contractors to from part of the PoC. ESKOM COPYRIGHT PROTECTED When downloaded from the WEB, this document is uncontrolled and the responsibility rests with the user to ensure it is in line with the authorized version on the WEB. Document Classification: Controlled Disclosure TECHNICAL EVALUATION CRITERIA FOR NCOU MINOR Unique Identifier: 559-1090503513 AND MAJOR WORKS CONTRACTORS Revision: 1 Page: In light of fairness and transparency, each submission will undergo three independent evaluations during each phase of the evaluation process. Upon completion of each evaluation phase, the evaluation results from the evaluators / teams will be compared to identify any discrepancies, namely a moderation procedure. Next evaluation phases will not commence until the moderation process has been completed successfully. Contractual Obligation Requirements phase of the Technical Evaluation process will commence after approval of the mandate before contract award. 3.2 Mandatory Evaluation Phase 3.2.1 Preliminary Evaluation The Preliminary Evaluation is an initial check performed to determine if a detailed mandatory evaluation is viable to be performed. The primary focus of the Preliminary Evaluation is to ensure prescribed compliance and completeness of the technical submission. Table 1 lists the items/returnables and prescribed requirements evaluated as part of the Preliminary Evaluation. Note: If any required documentation is omitted (i.e., not submitted) or incomplete (i.e., not signed, certified or has insufficient information), the technical submission will be discarded and disqualified without giving the tenderer an opportunity to submit or resubmit the outstanding documentation. The evaluators shall review the total technical submission and indicate a Pass or Fail for each item listed in Table 1. Only submissions that pass all the items will continue with the evaluation process; if any item is marked as ‘Fail’, the submission will not be further evaluated and will be considered unsuccessful. 3.2.2 Mandatory Evaluation Submissions that fulfil all Preliminary Evaluation will progress to the Mandatory Evaluation phase of the technical evaluation process. This evaluation is essential to verify that the tendering contractor possesses, or has access to, the necessary skills, machinery, and resources required to execute the scope of work outlined for MV/LV Major and Minor Projects. The Mandatory Requirements are set out to ensure that all bidders demonstrate a baseline capability to undertake the tender requirements effectively. This assessment is conducted on a strict Pass/Fail basis. Each criterion within this section must be satisfactorily met (i.e. Pass). Important: If a submission fails to meet any of the Mandatory Requirements (as outlined in Table 2, Table 3 and Table 4) the entire submission will be deemed unsuccessful and will not proceed to the next stage of evaluation (Functional Requirements). Upon confirmation by the evaluator that all Mandatory Requirements have been qualified, the evaluation process will move forward to a thorough technical evaluation of the Functional Requirements. It is imperative that all submissions meet these criteria to ensure alignment with the project's standards and objectives. 3.2.2.1 Skills Resources As part of the Mandatory Phase technical evaluation for Skills Resources, the purpose is to determine whether a tendering contractor has access to the minimum required skills resources, either through direct employment or via a third-party provider. Note: Only the specific skills categories listed in Table 2 and Annexure B – Skills Resources Schedule may be sourced from a third-party provider. If the contractor intends to rely on third-party vehicles, machinery, or tools along with skilled operators, this must be explicitly confirmed in writing by the relevant hire or rental service provider. The following documents are required to be submitted for each resource listed on Annexure B – Skills Resources Schedule

Certified Identification Document

Annexure B1 – Affidavit of Employment Confirmation

Annexure B2 – Consent Form for Processing Personal Information ESKOM COPYRIGHT PROTECTED When downloaded from the WEB, this document is uncontrolled and the responsibility rests with the user to ensure it is in line with the authorized version on the WEB. Document Classification: Controlled Disclosure TECHNICAL EVALUATION CRITERIA FOR NCOU MINOR Unique Identifier: 559-1090503513 AND MAJOR WORKS CONTRACTORS Revision: 1 Page: AND All training certificates required for the specific skill(s) as listed in Table 2; valid and certified. If any of the above documents are not included or fail to meet the minimum criteria as part of the technical submission, the resource will not be considered as contributing to the evaluation outcome. Mandatory Skills Resources Outcome Failure to adequately demonstrate access to the minimum required skills resources, as outlined in Table 2 shall result in a 'Fail' for this section. A failure in the skills resource evaluation shall render the entire tender submission unsuccessful, and it will not proceed to the next stage of evaluation. Only submissions that successfully demonstrate access to all minimum skills resources specified shall achieve a 'Pass' outcome for the mandatory technical evaluation of this section. 3.2.2.2 Vehicles The purpose of the vehicle mandatory evaluation is to determine whether the prospective contractor can demonstrate access to the minimum required vehicles, either through ownership or hiring. Table 3 outlines the specification and minimum vehicles required by a tendering contractor (suited for access, transport, mounted machinery, etc.); the returnable evidence required for each vehicle type and the minimum number of vehicles required for each vehicle type according to the mandatory phase. Owned Vehicle Qualifier: The tenderer shall ensure that all vehicles declared as 'owned' are not subject to any lease, rental, or third-party ownership agreements that could restrict their availability for use in the execution of this contract. Providing false or misleading information in this declaration shall result in the disqualification of the tender submission and may lead to legal action. Hired Vehicle Qualifier: If a vehicle is being hired, the tenderer shall submit valid proof of hire in the form of an official letter from the hiring company. This letter must clearly list the specific vehicles being hired (i.e., all items in the relevant schedule or specific items as applicable), including the make, model, and quantity. Only letters issued by bona fide vehicle hiring companies or equipment suppliers will be accepted. Letters issued by construction companies or other contractors will not be considered valid. The letter must be signed by an authorised representative of the hiring company (lessor) and must confirm that the hired vehicles will be available to the tenderer for the full duration of the contract. Note: Should the Tenderer hire a truck equipped with a suitable vehicle-mounted crane and utilise an operator provided by the hiring company, it shall remain the sole responsibility of the Tenderer to ensure that the operator holds a valid training certificate or permit for operating the truck-mounted crane. The Tenderer shall be responsible for verifying the legitimacy and validity of such accreditation. The following documents are required to be submitted for each vehicle listed on Annexure C – Vehicles

B-BBEE Minimum Level: 2

demonstrate access to the minimum required vehicles, either through ownership or hiring. Table 3 outlines the

specification and minimum vehicles required by a tendering contractor (suited for access, transport, mounted

machinery, etc.); the returnable evidence required for each vehicle type and the minimum number of vehicles

required for each vehicle type according to the mandatory phase.

Owned Vehicle Qualifier: The tenderer shall ensure that all vehicles declared as 'owned' are not subject to

any lease, rental, or third-party ownership agreements that could restrict their availability for use in the

execution of this contract. Providing false or misleading information in this declaration shall result in the

disqualification of the tender submission and may lead to legal action.

Hired Vehicle Qualifier: If a vehicle is being hired, the tenderer shall submit valid proof of hire in the form of

an official letter from the hiring company. This letter must clearly list the specific vehicles being hired (i.e., all

items in the relevant schedule or specific items as applicable), including the make, model, and quantity. Only

letters issued by bona fide vehicle hiring companies or equipment suppliers will be accepted. Letters issued

by construction companies or other contractors will not be considered valid. The letter must be signed by an

authorised representative of the hiring company (lessor) and must confirm that the hired vehicles will be

available to the tenderer for the full duration of the contract.

Note: Should the Tenderer hire a truck equipped with a suitable vehicle-mounted crane and utilise an

operator provided by the hiring company, it shall remain the sole responsibility of the Tenderer to

ensure that the operator holds a valid training certificate or permit for operating the truck-mounted

crane. The Tenderer shall be responsible for verifying the legitimacy and validity of such accreditation.

The following documents are required to be submitted for each vehicle listed on Annexure C – Vehicles

The vehicle shall be a Light Delivery Vehicle (LDV) with a minimum payload capacity of 1,000 kg (1 ton) and

a maximum not exceeding 3,500 kg (3.5 tons). The LDV shall be either single cab, double cab, or chassis cab

configuration, suitable for transporting tools, materials, or crew to site locations. It must be licensed for road

use, roadworthy, and compliant with the National Road Traffic Act. Where the vehicle is hired or leased, valid

supporting documentation shall be provided. All vehicles must be equipped with appropriate safety equipment,

including reflective markings and fire extinguishers, and be covered by commercial vehicle insurance.

rural terrain typical of distribution network environments. The machine shall comply with all relevant

occupational health and safety regulations under the OHS Act, including safe operating procedures, operator

competency certification, and regular inspection protocols.

The vehicle shall have a minimum Gross Vehicle Mass (GVM) of 9,000 kg and be fitted with a certified hydraulic

crane capable of safely lifting 3,000 kg (3 tons) at a minimum lifting height of 6 metres. The crane must be

equipped for the use of a crane bucket and mechanical auger to support pole planting, elevated work, and

other activities related to electrical infrastructure development. The vehicle shall be suitable for the safe

transportation, lifting, and installation of materials and equipment typically encountered in medium- and lowvoltage network construction.

All equipment shall comply with the applicable provisions of the Occupational Health and Safety Act (including

the Driven Machinery Regulations) and be inspected and load-certified by a competent authority. The vehicle

must be roadworthy, registered, and fully compliant with the National Road Traffic Act, and operated by

qualified personnel with appropriate certification and licensing. Supporting documentation for ownership or

valid hire/lease arrangements must be provided.

Protection of Personal Information Act (POPIA) referenced as normative document. Consent Form for Processing Personal Information (Annexure B2) required per resource.

considered as contributing to the evaluation outcome.

All the requirements needed to pass the mandatory stage are outlined Table 3.

Vehicles Ownership & Access Declaration – Compliance Disclaimer

All vehicles listed as owned or otherwise accessible (e.g., via lease, hire, or rental agreements) by the tenderer

shall be subject to verification by the Employer at any time post-award of the contract. The Employer reserves

the right to conduct such verification without prior notice, at its sole discretion, to ensure ongoing compliance

with the tender requirements.

Should there be any changes in the ownership status or access arrangements of the declared vehicles —

including termination, expiration, or amendment of any rental or leasing agreements — the tenderer shall be

required to proactively notify the Employer in writing within five (5) working days of such change.

breach of contract, which may lead to penalties, suspension of work, or termination of the contract at the

discretion of the Employer.

equipment, or machinery — including termination, expiration, or amendment of any rental or leasing

agreements — the tenderer shall be required to proactively notify the Employer in writing within five (5) working

days of such change.

constitute a material breach of contract, which may lead to penalties, suspension of work, or termination of

the contract at the discretion of the Employer.

All the requirements needed to pass the mandatory stage is listed Table 4.

equipment

11. Cable Further Education and Training Certificate: N/A 1: 3.5%

Technician Cable Jointing and Termination 2: 5%

Saqa qual ID: 58204

12. Rock Drill Certification Operate a handheld rock drill N/A 1: 3.5%

Operator (RDO) machine to drill holes 2: 5%

SAQA Unit Standard 115532

Mandatory requirements (gatekeepers) assessed on Pass/Fail basis. Failure on any criterion disqualifies the tenderer. Preliminary Evaluation checks completeness: Electrical Contractor Department of Labour Certificate, Annexure B (Skills Resources Schedule), Annexure C (Vehicles Schedule), Annexure D (Tools & Equipment Schedule), Annexure A (Base of Operation) with supporting proof of premises (lease agreement, title deed, or letter from property owner). All must be submitted, completed in full, signed and dated. Mandatory Evaluation verifies baseline capability: minimum skills resources (MV Lineman, LV Lineman, MV Authorised Person, LV Authorised Person, Meter Worker, Installation Electrician, Truck Mounted Crane Operator, TLB Operator, Rigger, Auger/Drilling Operator), vehicles (LDV 1-3.5t, TLB, Truck with Vehicle Mounted Crane min 3t lifting capacity, Passenger/Staff Transport), tools & equipment (per Annexure D). Owned or hired accepted with proof. Third-party allowed only for specific skills categories listed in Table 2 and Annexure B. Certified ID, Annexure B1 Affidavit of Employment Confirmation, Annexure B2 Consent Form, and valid certified training certificates required per resource. For hired vehicles/tools: letter from bona fide hiring company (not construction companies) listing items, quantities, signed by lessor, confirming availability for contract duration. Tenderer responsible for verifying operator certifications. Post-award verification of ownership/access at Employer's discretion; changes must be notified within 5 working days.

6. Installation Certified and Valid Department of Labour Minimum 1: 3.5%

Electrician Registration as Electrical Contractor document resource 2: 5%

requirement: 1

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And major works contractors

Revision: 1

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Nr. Resource Skill Required Qualification Evidence Mandatory Functional

Requirement Evaluation

0: Fail

1: Pass

7. Truck Mounted Certified Training certificates Minimum 1: 3.5%

Crane resource 2: 5%

OR Operators requirement: 1

Permit demonstrating operator training for

crane mounted on a truck (accredited by 0: Fail

TETA as Truck Mounted Crane Operator) 1: Pass

Or

Proof of hiring of operator when hiring the

crane truck.

8. TLB operator Certified training certificates Minimum 1: 3.5%

resource 2: 5%

OR requirement: 1

Permit demonstrating operator training for TLB

(accredited by TETA as Backhoe Loader 0: Fail

Operator) 1: Pass

Or

Proof of hiring of operator when hiring the

Tlb.

9. Rigger Certified Certificate: Mechanical Handling Minimum 1: 3.5%

(Rigging) resource 2: 5%

requirement: 1

Saqa qual ID: 59729

0: Fail

1: Pass

10. Auger/Drilling Certified training certificates Minimum 1: 3.5%

Operator resource 2: 5%

OR requirement: 1

Permit demonstrating operator training for

applicable Auger/Drilling equipment 0: Fail

(accredited by TETA as Operator) 1: Pass

Or

Proof of hiring of operator when hiring the

equipment

11. Cable Further Education and Training Certificate: N/A 1: 3.5%

Technician Cable Jointing and Termination 2: 5%

Saqa qual ID: 58204

12. Rock Drill Certification Operate a handheld rock drill N/A 1: 3.5%

Operator (RDO) machine to drill holes 2: 5%

SAQA Unit Standard 115532

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When downloaded from the WEB, this document is uncontrolled and the responsibility rests with the user

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Document Classification: Controlled Disclosure

TECHNICAL EVALUATION CRITERIA FOR NCOU MINOR Unique Identifier: 559-1090503513

And major works contractors

Revision: 1

Page:

Nr. Resource Skill Required Qualification Evidence Mandatory Functional

Requirement Evaluation

Or

Proof of hiring a qualified operator when hiring

the rock drilling equipment.

Outcome No ‘Fail’ result Summation

3.4.3 Vehicle Schedule Requirements

Important: It is the responsibility of the tendering contractor to ensure full compliance with the required

technical specifications of the vehicles as outlined below. These specifications include, but are not limited to,

Gross Vehicle Mass (GVM), passenger capacity, mounted equipment, and equipment carrying dimensions.

Light Delivery Vehicle

The vehicle shall be a Light Delivery Vehicle (LDV) with a minimum payload capacity of 1,000 kg (1 ton) and

a maximum not exceeding 3,500 kg (3.5 tons). The LDV shall be either single cab, double cab, or chassis cab

configuration, suitable for transporting tools, materials, or crew to site locations. It must be licensed for road

use, roadworthy, and compliant with the National Road Traffic Act. Where the vehicle is hired or leased, valid

supporting documentation shall be provided. All vehicles must be equipped with appropriate safety equipment,

including reflective markings and fire extinguishers, and be covered by commercial vehicle insurance.

Tractor Loader Backhoe

The equipment shall be a self-propelled, rubber-tyred Tractor Loader Backhoe (TLB) designed for use in civil

and electrical infrastructure works. The TLB shall be capable of performing multiple functions, including trench

excavation, backfilling, lifting, loading, and pole planting. It shall be fitted with a front-end loader bucket and a

rear-mounted backhoe with a minimum digging depth of 4.5 metres.

The TLB must be equipped with stabilizers for operational safety and be suitable for operation on uneven or

rural terrain typical of distribution network environments. The machine shall comply with all relevant

occupational health and safety regulations under the OHS Act, including safe operating procedures, operator

competency certification, and regular inspection protocols.

Where the TLB is owned, proof of ownership must be provided. If hired or leased, a valid agreement must be

submitted along with the tender. All equipment must be roadworthy (if transported under its own power), in

good working condition, and supported by a valid service or maintenance history.

Truck with suitable Vehicle Mounted Crane

The vehicle shall have a minimum Gross Vehicle Mass (GVM) of 9,000 kg and be fitted with a certified hydraulic

crane capable of safely lifting 3,000 kg (3 tons) at a minimum lifting height of 6 metres. The crane must be

equipped for the use of a crane bucket and mechanical auger to support pole planting, elevated work, and

other activities related to electrical infrastructure development. The vehicle shall be suitable for the safe

transportation, lifting, and installation of materials and equipment typically encountered in medium- and lowvoltage network construction.

All equipment shall comply with the applicable provisions of the Occupational Health and Safety Act (including

the Driven Machinery Regulations) and be inspected and load-certified by a competent authority. The vehicle

must be roadworthy, registered, and fully compliant with the National Road Traffic Act, and operated by

qualified personnel with appropriate certification and licensing. Supporting documentation for ownership or

valid hire/lease arrangements must be provided.

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And major works contractors

Revision: 1

Page:

Table 3: Mandatory and Functional Requirements - Vehicles

Nr. Vehicle Description Required Returnable Evidence Mandatory Functional

Requirement Evaluation

1. Light Delivery Vehicle Owned: Minimum owned 1: 3.5%

or hired: 1

Minimum 1t GVM

• Full Licence document 2: 4%

Maximum 3.5t GVM showing company / 0: Fail 3: 4.5%

owner’s information. 1: Pass

• Licence document must be 4: 5%

certified and not older than

3 months from the tender

closing date.

Or