ADDITIONAL CONTRACTUAL REQUIREMENTS
SUPPORTING EVIDENCE
Safety COIDA - Original certificate of good standing or proof √
of application issued by the Compensation Fund
(COID) or a licensed compensation insurer (South
African tenderers only)
SDL & I SDL & I Returnable:
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 be rounded off to the nearest two decimal places. Subject to section 2(1)(f) of the
Preferential Procurement Policy Framework Act, the contract must be awarded to the tenderer
scoring the highest points.
Number of points Number of points B-BBEE Status Level of
Contributor (90/10 system) (80/20 system)
1 10 20
2 9 18
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File name: Invitation to Tender (ITT) or Request for Proposal (RFP) Template Rev. 27 - 30 October 2025
Template ID: 240-43921804 (Rev 7) Header and Footer portrait template
Document 240-114238630 Rev 27
Identifier
Invitation to Tender
Effective Date 30 October 2025
Review Date October 2030
Reference Returnable From Suppliers at at **
closing (Non- prior Award. required required closing. required Tender (disqualifiable)* Contract disqualifiable)
to Tender Returnable Returnable Returnable
3 6 14
4 5 12
5 4 8
6 3 6
7 2 4
8 1 2
Non-compliant contributor 0 0
NB: The following documents are required to claim preference points,
Valid B-BBEE certificate issued by a SANAS accredited verification agency / sworn affidavit / CIPS affidavit
Proof of ownership / shareholding (preferably CIPC documentation) inclusive of shareholding breakdown
Certified ID copies of shareholder(s)
Proof of Disability (where applicable)
In a case of a trust, consortium or joint venture (including incorporated consortia and joint ventures),a
consolidated B-BBEE status level verification certificate.
Tenderer failing to provide documentation for the allocation of preference points will not be disqualified, but’
May only score point out of 90/80 for price
Scores 0 points out of 10/20 for specific goals
Section 2: Objective criteria
The inclusion of objective criteria is not mandatory but a condition for contract award. If the tenderer does not meet
objective criteria; it may lead to the second-ranked tenderer being recommended for
award.
2.1 Designated Sectors
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File name: Invitation to Tender (ITT) or Request for Proposal (RFP) Template Rev. 27 - 30 October 2025
Template ID: 240-43921804 (Rev 7) Header and Footer portrait template
Document 240-114238630 Rev 27
Identifier
Invitation to Tender
Effective Date 30 October 2025
Review Date October 2030
Reference Returnable From Suppliers at at **
closing (Non- prior Award. required required closing. required Tender (disqualifiable)* Contract disqualifiable)
to Tender Returnable Returnable Returnable
When applicable the following stipulated minimum threshold for Local Production and Content must be
achieved in full by the tenderer
YES NO
Is this Commodity or part of it a Designated ☐
Sector?
Please indicate below Designated Components
Commodity Components Local Content Threshold
Not Applicable Not Applicable Not Applicable
NOTE: SBD 6.2 Declaration Form and Annex C (Local Content Declaration-Summary Schedule) are
tender returnable if applicable.
2.2 CIDB Skills Development
Continuation of Mandatory Requirements
YES NO
Is there CIDB compulsory training? ☐
If Yes, what is the% of the Construction Skills Development Not applicable
Goal % (CSDG)
If the answer above is Yes, it will then be mandatory for the supplier to match Eskom’s targets
Criteria Eskom Target Tenderer Commitment
CSDG Percentage N/A
Description N/A
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File name: Invitation to Tender (ITT) or Request for Proposal (RFP) Template Rev. 27 - 30 October 2025
Template ID: 240-43921804 (Rev 7) Header and Footer portrait template
Document 240-114238630 Rev 27
Identifier
Invitation to Tender
Effective Date 30 October 2025
Review Date October 2030
Reference Returnable From Suppliers at at **
closing (Non- prior Award. required required closing. required Tender (disqualifiable)* Contract disqualifiable)
to Tender Returnable Returnable Returnable
NOTE: Failure by the Contractor/Service Provider/Supplier to meet the CIDB CSDG mandatory %
will render their tender non-responsive.
Section 3: SDL&I Objectives in line with Reconstruction and Development Programme (RDP)
Goals
Tenderers who complete and submit the objectives as required, but who do not meet Eskom’s
targets, will not be disqualified. SDL&I objectives do not form part of scoring but commitments will
form part of contractual obligations
Transformation – BBBEE Improvement or Retention Plan
Transformation remains an area of focus, where Eskom continuously strives to align itself with
national transformation imperatives to unlock growth, drive industrialization, create employment and
contribute to skills development.
Eskom encourages its suppliers to constantly strive to improve their B-BBEE rating. Whereas
Tenderer/s will be allocated points in terms of a preference point system based on specific goals,
Eskom also requests that tenderer/s submits their B-BBEE improvement or retention plan within 30
days of signing the contract.
Tenderer/s are therefore requested to indicate the extent to which they will maintain (only if the
respondent is a Level 1) or may improve/maintain their B-BBEE status over the contract period if
their B-BBEE status is level 2 or 3. Tenderer/s with a B-BBEE status level 4 at the time of contract
award, shall migrate and achieve as a non-negotiable a milestone of B-BBEE Level 3 by the end of
the first year of the contract and thereafter improve their B-BBEE status level or migrate by one level
higher.
Tenderer/s with a B-BBEE recognition status of Level 5 to Level 8 or non-compliant at the time of
contract award, shall migrate and achieve as a non-negotiable a milestone of Level 4 by the end of
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File name: Invitation to Tender (ITT) or Request for Proposal (RFP) Template Rev. 27 - 30 October 2025
Template ID: 240-43921804 (Rev 7) Header and Footer portrait template
Document 240-114238630 Rev 27
Identifier
Invitation to Tender
Effective Date 30 October 2025
Review Date October 2030
Reference Returnable From Suppliers at at **
closing (Non- prior Award. required required closing. required Tender (disqualifiable)* Contract disqualifiable)
to Tender Returnable Returnable Returnable
the first year of the contract and thereafter improve at least one B-BBEE Level higher of each year
from the second year of the contract.
Tenderer/s are requested to submit their B-BBEE Improvement Plan as an essential document within
30 days of signing the contract.
NB: A valid B-BBEE certificate or Sworn Affidavit is a condition for contract award, if your company’s
annual Total Revenue is R10 Million or less you qualify as an Exempted Micro Enterprise therefore
you can submit Sworn Affidavit. If your annual Total Revenue is R50 Million or less, you qualify as
Qualifying Small Enterprise and must comply with all of the elements of QSE score card relevant to
your sector unless an entity is at least 51% Black owned you are required to obtain a Sworn affidavit.
If your Annual Total Revenue is above R50m you need to submit a Valid B-BBEE certificate.
Local Procurement Content
“Local Procurement Content” refers to value added in South Africa by South African resources.
Where a single contract involves a combination of local and imported goods and/or services, the
tender response must be separated into its components as per the Price Schedule included with
the tender documents. Local procurement content is total spending minus the imported
component.
Tenderers are required to submit their proposals in the table below.
Local Procurement Eskom target Tenderer Proposal
Content
100%
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File name: Invitation to Tender (ITT) or Request for Proposal (RFP) Template Rev. 27 - 30 October 2025
Template ID: 240-43921804 (Rev 7) Header and Footer portrait template
Document 240-114238630 Rev 27
Identifier
Invitation to Tender
Effective Date 30 October 2025
Review Date October 2030
Reference Returnable From Suppliers at at **
closing (Non- prior Award. required required closing. required Tender (disqualifiable)* Contract disqualifiable)
to Tender Returnable Returnable Returnable
Jobs. Tenderers are required to submit proposals for the type and number of jobs that will
be created and retained in South Africa as a direct result of being awarded a contract.
Type of Jobs to be created Number of Jobs to be created
Type of Jobs to be retained Number of Jobs to be retained
Section 4: SDL&I Penalty and Performance Security
Eskom will apply a penalty of 1% of the Contract Value for failure to meet SDL&I obligations.
For the duration of the contract, Eskom will retain 1% of every invoice (excluding VAT) as security for
the fulfilment of all SDL&I Obligations. The retained amounts shall only be released to the Contractor
upon fulfilment of all SDL&I obligations by the contractor.
Section 6: Reporting and Monitoring
The suppliers shall on a quarterly basis submit a report to Eskom in accordance with Data
Collection Template on their compliance with the SDL&I obligations described above.
Eskom shall review the SDL&I reports submitted by the suppliers within 30 (thirty) days of receipt
of the reports and notify the suppliers in writing if their SDL&I obligations have not been met.
Upon notification by Eskom that the suppliers have not met their SDL&I obligations, the suppliers
shall be required to implement corrective measures to meet those SDL&I obligations before the
commencement of the following report, failing which Retention clauses shall be invoked.
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File name: Invitation to Tender (ITT) or Request for Proposal (RFP) Template Rev. 27 - 30 October 2025
Template ID: 240-43921804 (Rev 7) Header and Footer portrait template
Document 240-114238630 Rev 27
Identifier
Invitation to Tender
Effective Date 30 October 2025
Review Date October 2030
Reference Returnable From Suppliers at at **
closing (Non- prior Award. required required closing. required Tender (disqualifiable)* Contract disqualifiable)
to Tender Returnable Returnable Returnable
Every contract shall be accompanied by the SDL&I Implementation Schedule, which must be
completed by the suppliers and returned to SDL&I representative for acceptance 28 days after
contract award. This will be used as a reference document for monitoring, measuring and
reporting on the supplier’s progress in delivering on their stated SDL&I commitments
Section 6: General Information on Validity of Sworn Affidavits
The following must be considered when it comes to validity of Affidavits;
Tenderers submitting B-BBEE Sworn Affidavits must ensure that the affidavits meet the following key pointers to
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.
Quality Quality returnable: √
SECTION A : Quality Management System Requirements ISO 9001
Objective evidence of documented QMS that is not certified but complies with ISO 9001
Section A
A.1 Quality Method statement based on scope.(Method Statement Template-Ref 240-126469599)
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File name: Invitation to Tender (ITT) or Request for Proposal (RFP) Template Rev. 27 - 30 October 2025
Template ID: 240-43921804 (Rev 7) Header and Footer portrait template
Document 240-114238630 Rev 27
Identifier
Invitation to Tender
Effective Date 30 October 2025
Review Date October 2030
Reference Returnable From Suppliers at at **
closing (Non- prior Award. required required closing. required Tender (disqualifiable)* Contract disqualifiable)
to Tender Returnable Returnable Returnable
A.2 Quality Policy Approved by top management.
A.3 Quality Objectives Approved by top management.
SECTION B : Evidence of QMS in operation (Tender Quality Requirements -Ref 240-105658000)
B.1 Documented information for defined roles, responsibilities and authorities - Organization chart and
Responsibility matrix (must include but not limited to quality management function/role) (Clause 5.3 of ISO
9001:2015)
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 E: User defined additional Requirements & miscellaneous (Ref 240-105658000)
Customer specific requirements & other standards and required can be listed and evaluated here
E.1 Form A is completed and signed.
E.2 Add other requirements (if applicable) as per the scope of work and/ or specification
Safety Safety Returnable: √
Annexure B: Eskom procedures and OHS requirement acknowledgement form.
OHS Plan: (Must be specific to the project, considering OHS assessment and aligned with the
health and safety specification or requirements).
Baseline Risk Assessment (BRA): The assessment must consider and detail all activities, hazards,
risks, consequences, controls, and legal & other requirements. The methodology used for the risk
assessment must be provided together with the BRA.
Valid Letter of Good standing (COIDA or equivalent).
Signed OHS Policy – Policy to be aligned with the requirements of Section 7 of OHS Act and ISO
45001 Clause 5.2 requirements.
Note:
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File name: Invitation to Tender (ITT) or Request for Proposal (RFP) Template Rev. 27 - 30 October 2025
Template ID: 240-43921804 (Rev 7) Header and Footer portrait template
Document 240-114238630 Rev 27
Identifier
Invitation to Tender
Effective Date 30 October 2025
Review Date October 2030
Reference Returnable From Suppliers at at **
closing (Non- prior Award. required required closing. required Tender (disqualifiable)* Contract disqualifiable)
to Tender Returnable Returnable Returnable
Contractual requirements mean the suppliers will submit the tender returnable during the tender close-out.
The evaluation will take place once the mandatory and Functionality evaluation have been completed. The
service provider will be given only ONE opportunity to submit the outstanding documents within 7 working
days.
Failure to submit the outstanding documents within the stipulated time; may result in the tenderer being
regarded as non-responsive and ineligible for contract award.
These OHS requirements will form part of the procurement process and must be complied with prior to
signing the contract (Note: these requirements are applicable to the tender phase only). The service
provider shall comply with the OHS Safety file requirements which will be issued to the successful bidder,
and no work may commence until the Safety file is approved.
Environmental Environmental Returnable: √
Signed Environmental Policy
Waste Management Plan
Method Statements & EMPr (EMPrs provide monitoring and corrective measures during the lifecycle of the
system)
Due • Latest, approved (No draft annual financial √
Diligence/financial statements or managements accounts are
analysis allowed for this process) annual financial
statements of the tendering company (Not Parent
or ultimate holding company) , including:
o Background to the company
o A signed director’s report.
o A signed
auditor’s/reviewer’s/compiler’s/accounting
officer’s report
o Statement of financial position
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File name: Invitation to Tender (ITT) or Request for Proposal (RFP) Template Rev. 27 - 30 October 2025
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Identifier
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Effective Date 30 October 2025
Review Date October 2030
Reference Returnable From Suppliers at at **
closing (Non- prior Award. required required closing. required Tender (disqualifiable)* Contract disqualifiable)
to Tender Returnable Returnable Returnable
o Statement of comprehensive income
o Statement of changes in equity
o Statement of cash flows
o Notes to the financial statements.
A signed copy of the public interest score (only
applicable to South African entities that are not
audited)
o Giving the actual score
o Indicating whether the company is owner
managed or not
o Confirming whether the annual financial
statements were externally prepared or
not.
Copies of the ITA34C for the current & previous
years of assessment (only applicable to South
African entities that are not audited)
For unincorporated JV or a SPV, each partner in
the JV or a SPV must submit its annual financial
statements including all items listed above.
DOCUMENTS REQUIRED UNDER
FUNCTIONALITY/TECHINICAL CRITERIA
Functionality/Technical √
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Effective Date 30 October 2025
Review Date October 2030
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Identifier
Invitation to Tender
Effective Date 30 October 2025
Review Date October 2030
Reference Returnable From Suppliers at at **
closing (Non- prior Award. required required closing. required Tender (disqualifiable)* Contract disqualifiable)
to Tender Returnable Returnable Returnable
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ANNEXURE A
AUTHORISATION FORM
Indicate the status of the tenderer by ticking the appropriate box below.
A B C D E F
COMPANY CLOSE PARTNERSHIP JOINT SOLE TRUST
CORPORATION VENTURE PROPRIETOR
The tenderer must complete the appropriate certificate set out below for its category of organisation.
If the tenderer is a company, close corporation, joint venture, or trust the tenderer must attach a
certified copy the document that is proof of the contents of the certificate (resolution of the board of
directors of a company, members’ resolution of a close corporation, power of attorney in the case of
a joint venture, or resolution of the board of trustees of a trust).
Note further that, in addition to completing the relevant certificate for category of organisation, the
authorised representative of the tenderer is also required to complete and sign the table at the end
of this Authorisation Form.
Certificate for company
I,_ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _._ _ _ , in my capacity as _ _ _ _ _ _ _ _ _ _ _ of the
board of directors of _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _, hereby
confirm that by resolution of the board taken on _ _ _ __ _ _ _ _ (date), Mr/Ms _ _ _ _ _ _ _ _ _ _ _
_ _ _ _ _ _ _ _ _ _ _ _ _ , acting in his/her capacity of _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _, is
authorised to submit this tender on behalf of the company, and to sign all documents in connection
with this tender and any contract that may result from it on behalf of the company. A certified copy of
the resolution of the board is annexed to this Form.
Signed: Date:
Name: Position:
Certificate for close corporation
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I,_ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _._ _ _ , in my capacity as member of _ _ _ _ _ _ _ _
_ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _, hereby confirm that by majority vote of the
members taken on _ _ _ __ _ _ _ _ (date), Mr/Ms _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ , acting
in his/her capacity of _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _, is authorised to submit this tender
on behalf of the close corporation, and to sign all documents in connection with this tender and any
contract that may result from it on behalf of the close corporation. A certified copy of the members’
resolution is annexed to this Form.
Signed: Date:
Name: Position:
Certificate for partnership
We, the undersigned, being the key partners in the business trading as _ _ _ _ _ _ _ _ _ _ _ _ _ _ _
_ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ hereby authorise Mr/Ms _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _, acting in his/her
capacity of _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _, to submit this tender on behalf of the partnership,
and to sign all documents in connection with the tender and any contract that may result from it on
behalf of the partnership.
Name Address Signature Date
NOTE: This certificate is required to be completed and signed by the full number of Partners
necessary to commit the Partnership. Attach additional pages if more space is required.
Certificate for Joint Venture
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B-BBEE Minimum Level: 0