Provision of office cleaning and janitorial services for matla power station (2-Year contract)

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

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.

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

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

Supply Chain

Management Procedure 32-1034. Any addenda to an issued Invitation to Tender will be

published or issued in the same way as the Invitation to Tender was and will form part of the

Invitation to Tender documents.

Communication 1.5 Every communication between Eskom and a tenderer shall be made to or from the Eskom

Representative only, in w

are submitted and accessible for downloading/evaluation without any challenges as well as

It must be noted that Eskom will not measure a criterion twice in the different evaluation

Functionality 3.13 If functionality is a criterion, tenderers will be scored against the functionality criteria and

further evaluation.

(if applicable) financial risk to Eskom in the execution of the contract. During evaluation of a tenderer’s

Evaluation of Price 3.15 Evaluate the Price in accordance with the criteria/requirements in the Tender Data. Factors

the evaluation Price.

but will score zero under PPPFA point allocation.

Evaluation of 3.18 Score the Specific Goals with reference to the supporting documentation in the tender. If a

Specific Goals tenderer fails to meet Specific Goals and/or to submit the required proof/supporting

will score zero points for Specific Goals within the 90/10 or 80/20 allocation of points.

Ranking of tenders 3.19 According to the PPPFA, Eskom will add the score for Pricing and the Specific Goals

Objective criteria 3.20 A contract may be awarded to a tenderer that did not score the highest points only in

must stipulate the Objective Criteria in the Invitation to Tender. Functionality and any

element of the B-BBEE scorecard may not be used as Objective Criteria.

Reverse e-Auction 3.21 Reverse e-auction is an electronic system that utilises the 90/10 and 80/20 Price and

Preference point systems, and which is intended to achieve competitive pricing. Eskom

(NT instructions, content and/or production by the dtic, PPPFA Regulations; Amended B-BBEE Codes, COIDA;

CIDB, PPPFA etc) OHS Act; Eskom’s requirements for Safety, Health, Environment and Quality (SHEQ) and any other

Health, environmental and quality (SHEQ) systems, policies and capabilities are in place at the

Quality Contract Award. All costs and personnel associated with SHEQ must be reflected in the

However, for the purposes of PPPFA point allocation: if no B-BBEE certificate/affidavit is

including the Eskom Representative shall not be liable for any losses, claims or damages of

whatsoever nature or howsoever arising that may be sustained by a tenderer or any other

person as a result of its participation in the tender or from any amendment, termination or

suspension of the process set out in the Invitation to Tender or from its exclusion from

participating in the tender process at any point.

Eskom’s right to 1.7 Eskom reserves the right to enter into mandated negotiations with any, one or more selected

negotiate tenderer(s) in accordance with Eskom’s approved procurement policies and procedures.

240-62044728 Rev 12 Eskom Standard Identifier

Conditions of Tender Effective Date 01 February 2025

Review Date January 2030

Disclaimer 1.8 While Eskom takes all reasonable measures to ensure that all information contained in the

regarding accuracy tender documents is correct and complete, Eskom does not, however, make any

of tender representations or warranties, express or implied, as to the accuracy or completeness of

documents such information and Eskom expressly disclaims any, and all liability for such

representations, warranties or statements.

Tenderer’s 2. The tenderer shall comply with the following obligations when submitting a tender and shall:

Tender validity 2.12 Hold the tender(s) valid for acceptance by Eskom at any time within the validity period after

the closing date and time for tender submission. Extend the validity period for a specified

additional period if Eskom requests the tenderer to do so. A tenderer that agrees to extend

the validity of its tender will not be required or permitted to modify its tender. A tenderer that

does not agree to extend the validity of its tender will be excluded from further

consideration. Tenderers will be requested to extend the validity of their tenders until a

contract(s) have been concluded with one or more tenderers. A request that a tenderer

extend the validity of its tender is not a representation that the tender is an acceptable

tender or that Eskom will seek to negotiate or conclude a contract with the tenderer. If the

validity of tenders expires before contracts have been concluded, the procurement process

is deemed to have concluded without an award.

Confidentiality and 2. 13 Treat as confidential all matters that arise in connection with the procurement. Use and copy

copyright of the documents provided by Eskom only for the purpose of preparing and submitting a tender

documents in response to this Invitation to Tender.

Standardised 2.14 Obtain and familiarise themselves with, if required for the purposes of submitting a tender,

specifications and the latest revision of standardised specifications and/or other documents that have been

other publications incorporated by reference into the Invitation to Tender documents by reference.

Site visit and / or 2.15 Tenderers must attend a site visit and/or clarification meeting that is stipulated as being

clarification compulsory in order to familiarise themselves with the proposed work, services, supply,

meeting location or similar. Failure to attend a clarification meeting or site visit that is identified as

compulsory will result in disqualification from participation.

Details of the meeting(s) are stated in the Tender Data. Tenderers are entitled to ask

correction of errors as required above.

Evaluation of 3.17 Score the B-BBEE level as stated on the CSD report or as per certificate/affidavit provided.

B-BBEE If the B-BBEE level is a pre-qualification criterion; then the proof of the B-BBEE level

(certificate/CSD number/CSD report) must be provided at the closing date and time for

tender submission; or the tender will be disqualified. If sub-contracting to designated groups

pre-qualification criteria are utilized (selected/mandatory) in terms of the PPPFA

Regulation, then Eskom will apply the PPPFA requirements for sub-contractors’ B-BBEE

status and the sub-contractors’ CSD number or B-BBEE certificate/affidavit will need to be

provided at the closing date and time for tender submission. Should the

information/documents provided indicate that the level is in dispute (fraudulent/ expired)

then the tender will be disqualified.

However, for the purposes of PPPFA point allocation: if no B-BBEE certificate/affidavit is

provided at Tender closing date and time for tender submission, or the

information/documents provided are fraudulent or have expired; then the tenderer will not

be disqualified (if otherwise deemed to be responsive and acceptable in all other aspects)

but will score zero under PPPFA point allocation.

Evaluation of 3.18 Score the Specific Goals with reference to the supporting documentation in the tender. If a

of a tenderer.

Cost of tendering 2.6 Accept that Eskom will not compensate the tenderer for any costs incurred in the preparation

and submission of a tender, including the costs of any testing necessary to demonstrate that

aspects of the tender satisfy the evaluation criteria, or the negotiation of any contract.

Submitting a tender 2.7 Check the Invitation to Tender documents on receipt and notify the Eskom representative of

any discrepancy or omitted documents. The Acknowledgement Form must be completed

and submitted with the tender and must clearly state if the tender is for the whole or part of

the works, services or supply identified in the specification and/or works information by

tenderers that Eskom has identified. A sole source and a single source are regarded as a

tenderer that meets the requirements stated in the Eskom Procurement and Supply Chain

Management Procedure 32-1034. Any addenda to an issued Invitation to Tender will be

published or issued in the same way as the Invitation to Tender was and will form part of the

Proof of authority 2.25 Where an agent submits a tender on behalf of a principal, an authenticated copy of the

to act as agent authority to act as an agent of the tenderer must be submitted as a tender returnable.

Compliance with 2.26 Comply with relevant legislation and regulatory instruments such as Instruction Notes issued

relevant legislation by National Treasury, CIDB Regulations for construction works; materials designated for local

(NT instructions, content and/or production by the dtic, PPPFA Regulations; Amended B-BBEE Codes, COIDA;

CIDB, PPPFA etc) OHS Act; Eskom’s requirements for Safety, Health, Environment and Quality (SHEQ) and any other

applicable legislation or regulatory instruments indicated in the Invitation to Tender.

Proof of Safety, 2.27 Tenderers are required to provide proof to the satisfaction of Eskom that safety, health,

Health, environmental and quality (SHEQ) systems, policies and capabilities are in place at the

requirements tender.

CIDB 2.28 Where the Tender Data has stipulated CIDB grading/s as a qualification criterion, tenderers

are required to be registered with the Construction Industry Development Board at the

closing date and time for submission of tenders or to be capable of being so registered

within twenty-one (21) working days from the closing date and time for submission of

tenders.

Where CIDB is applicable; proof of registration on CIDB is mandatory at the closing date

and time for tender submission. Should this not be received as stipulated in the Invitation to

Tender; the tender will be disqualified. However, in the event that, at the closing date and

time for tender submission, only proof of application for registration on CIDB is available,

then this must be submitted by the closing date and time for tender submission, while the

actual proof of CIDB registration (printout from CIDB database) must be submitted by

contract award

Contract Skills 2.29 If the tenderer is awarded a contract, it, as Contractor, shall achieve in the performance of

Development Goal the contract the Contract Skills Development Goals (CSDG) established in the CIDB

(CSDG) Standard for Developing Skills through Infrastructure Contract (published in GN 1779,

Government Gazette No. April 2023)

that has a duration of 12 months or more, and to:

a contract of R5 million or more, in the case of a professional service or service contract

or an order issued in terms of such a contract; or

a CIDB grading designation of grade 7 or higher, in case of an engineering and

construction works, or design and build contract or an order issued in terms of such a

contract.

Contract 2.30 The Contractor shall achieve in the performance of the contract the Contract Participation

Participation Goals Goals (CPG) relating to the engagement of targeted enterprises as established in the CIDB

(CPG) standard for indirect targeting for enterprise development through Construction works

contracts (published in Government Gazette No. February 2013).

enterprises as established in the aforesaid standard applies to:

construction works contracts in the General Building (GB) and to Civil Engineering (CE)

classes of construction works;

construction works contracts of an estimated minimum project duration of 6 months; and

construction works contracts in which at least 25% of the main contract could reasonably

be expected to be subcontracted out in one or more of the following CIDB classes of

construction works:

Civil Engineering (CE)

Electrical Engineering Work (EB)

) General Building Works (GB)

) Mechanical Engineering (ME)

2.31 Eskom may disqualify a tender if it is found that the tenderer has misrepresented or

falsified any information, certificate, affidavit or document. Eskom will report any fraud

in relation to a tenderer’s B-BBEE certificate/affidavit, or evidence of ‘fronting’ as

defined in the B-BBEE Act , as amended, to the B-BBEE Commission. The

tenderer will be suspended from business with any State-Owned Company for up to 10

years and may even be sentenced to jail.

2.32 Tenderers are also required to complete fully and submit the SDL&I Undertaking

(annexure to the Invitation to Tender) by no later than contract award. If the SDL&I

Respond 3.1 Respond to a request for clarification that Eskom receives before the closing date for

clarification clarification or queries. Eskom’s responses will be published to all tenderers in the same

manner the Invitation to Tender documents were issued. It is the tenderers’ responsibility

to check the Eskom Tender Bulletin and NT e-Tender Portal regularly for updated

responses to clarifications.

Issue Addenda 3.2 If necessary and prior to the closing date and time for tender submission, amend, amplify, or

add to the Invitation to Tender documents by way of Addenda published in the same

platform that the Invitation to Tender was issued. It is the tenderers’ responsibility to

check the Eskom Tender Bulletin and NT e-Tender Portal regularly for Addenda.

electronically. The Eskom Representative will publish the names of all tenderers received

on the Eskom Tender Bulletin and NT e-Tender Portal.

Tender Prices 3.5 Eskom will announce the names of the tenderers. Prices may be announced if so, stated

in the Tender Data.

Non-disclosure 3.6 Unless required by law, Eskom will not disclose information relating to the evaluation and

comparison of tenders and recommendations for the award of a contract to tenderers or to

any other person not officially concerned with the tender process until after the tender

award.

Grounds for 3.7 Reject a tender if Eskom establishes that there is proof that the tenderer influenced the

rejection processing of tenders or the awarding of the contract, the existence of collusion and/or bid

rigging, and/or that the tenderer has participated in any fraudulent/illegal activity in

connection with the Invitation to Tender.

Clarification of a 3.8 Obtain clarification from a tenderer in respect of any matter in the tender that may not be

tender clear or that could give rise to ambiguity in a contract arising from this tender if the matter

were not to be clarified. A document that the Invitation to Tender identifies as a mandatory

tender returnable that is required to be submitted at the closing date and time for tender

submission will not be requested, but Eskom may seek clarity on it.

may utilise reverse e-auction in certain Enquiries. Where reverse e-auction will be utilised,

this will be indicated in the respective Invitation to Tender and the reverse e-auction

supporting documents will be issued in the Invitation to Tender. Tenderers will be required

to submit a complete tender that does not contain Prices. If a tenderer has included prices

in its tender, the prices will not be considered.

Acceptance of 3.22 Notify Eskom's acceptance to the successful tender before the expiry of the validity period

tender or agreed additional validity period. Inform the successful and unsuccessful tenderers only

once approval has been granted by the Eskom Adjudication Authority. For open tenders,

this notification must be published on the Eskom Tender Bulletin and NT e-Tender Portal

Prepare contract 3.23 Revise the contract documents issued by Eskom in the Invitation to Tender documents to

documents take account of:

 Addenda issued during the tender period;

 inclusion of returnables stipulated in the Invitation to Tender;

 inclusion of changes agreed in contract negotiations; and

 Other revisions or documents agreed to between Eskom and the successful

tenderer during negotiations,

Sign Form of 3.24 Arrange for authorised signatories of both parties to complete and sign the original and one

reasonable time for tenderers to make consequential adjustments to their tenders before

the closing date and time for submission.

In writing’ means hand-written, typed, type-written, printed or electronically made, and that

results in a permanent record.

Insurance 2.17 The extent (if any) of insurance provided by Eskom may not be for the full cover required in

the conditions of contract. The tenderer is advised to seek qualified advice regarding

insurance.

Pricing the tender 2.18 Include in the rates, prices, and the tendered total of the Prices all duties, taxes (including

VAT), and other levies payable by the tenderer if successful. Such duties, taxes and levies

are those applicable 14 (fourteen) days prior to the closing date and time for tender

submission.

2.19 Provide rates and Prices that are fixed for the duration of the contract and are not subject to

contract price adjustment except as provided for in the Invitation to Tender.

2.20 State the rates and Prices in South African Rand unless instructed otherwise in the Invitation

to Tender. The selected conditions of contract may provide for part payment in other

currencies. Therefore, submit Rates/Prices in Rands in accordance with the exchange rate

and base date as stipulated in the Invitation to tender.

Alterations to 2.21 May not make any alterations or additions to the tender documents, other than for purposes

documents of complying with instructions issued by the Eskom Representative or if necessary to correct

errors made by the tenderer. All such alterations shall be initialed by all signatories to the

tender. Corrections may not be made using correction fluid, correction tape or the like.

Alternative tenders 2.22 Submit alternative tenders only if a main tender is also submitted, and only if the submission

of alternative tenders is permitted by the Invitation to Tender. Accept that an alternative

tender may be based only on the criteria stated in the Tender Data.

Clarification and 2.23 Provide clarification and documents as may be required by the Eskom Representative

correction of Prices during the evaluation of tenders. However, documents identified as mandatory tender

after tender returnables that are required to be submitted at the closing date and time for tender

submission submission will not be requested and may not be submitted after the closing date and time.

phases, as this is regarded as ‘double dipping’.

Designated 3.12 Tenderers are also required to submit information on designated material and

materials and thresholds no later than contract award. If this information is not completed and

thresholds submitted as indicated in the Invitation to Tender, your tender will not be considered for

contract award

Functionality 3.13 If functionality is a criterion, tenderers will be scored against the functionality criteria and

requirements will be required meet the minimum threshold stated in the Tender Data to proceed to

further evaluation.

Financial analysis 3.14 Eskom has to determine the risk of doing business with a supplier who may pose a

(if applicable) financial risk to Eskom in the execution of the contract. During evaluation of a tenderer’s

financial statements, Eskom will attempt to identify mitigating factors or requirements for

the tenderer to meet, if such factors/requirements exist in the tender’s context. However,

should suitable mitigating factors not exist in the tender’s context or should mitigating

factors exist but be insufficient or if the risk is considered to be too high or should the

tenderer not agree with the mitigating factors, the tenderer will not be considered for

award.

Evaluation of Price 3.15 Evaluate the Price in accordance with the criteria/requirements in the Tender Data. Factors

such as CPA, FOREX, commodity exposure, unconditional discounts, technical

adjustment, PV and forecasted rates of invoicing are taken into account when determining

the evaluation Price.

Arithmetical errors 3.16 Check responsive tenders for arithmetical errors. If there is a discrepancy between an

amount in figures and the amount in words, the amount in words shall prevail.

Check the highest-ranked tenders for the following errors or omissions: -

(a) the misplacement of the decimal point in any unit rate; or

(b) omissions in completing the pricing schedule or bill of quantities, or

(c) arithmetical errors in line-item totals that are the result of the incorrect multiplication

of a unit rate and a quantity in a bill of quantities or schedule of prices; or

(d) arithmetical errors that are the result of the incorrect addition of the prices.

will request the tenderer to either confirm the prices as tendered or to accept the

corrected prices.

Where the tenderer elects to confirm the prices as tendered; Eskom will correct the error

as follows: -

(a) If a bill of quantities or pricing schedule applies and there is an error in the line-item

total that is the result of an error in multiplying the unit rate and the quantity, the line-

item total shall prevail, and the rate shall be corrected.

(b) Where there is a misplacement of the decimal point in the unit rate, the line-item total

as quoted shall prevail, and the unit rate shall be corrected.

(c) Where there is an error in the total of the prices that is the result either of other

corrections required by the checking process or in the tenderer’s addition of prices,

the total of the prices shall prevail, and the tenderer shall be asked to revise the

selected item prices (and their rates if a bill of quantities applies) to result in the

tendered total of the prices.

documentation by closing date and time of tender submission, the tenderer will not be

disqualified if otherwise evaluated as acceptable in all other criteria; however, the tenderer

will score zero points for Specific Goals within the 90/10 or 80/20 allocation of points.

Ranking of tenders 3.19 According to the PPPFA, Eskom will add the score for Pricing and the Specific Goals

together and rank the suppliers from the highest to the lowest.

Objective criteria 3.20 A contract may be awarded to a tenderer that did not score the highest points only in

accordance with Section 2(1) (f) of the Preferential Procurement Policy Framework Act,

2000. If Eskom intends to apply Objective Criteria envisaged in section 2(1)(f), Eskom

must stipulate the Objective Criteria in the Invitation to Tender. Functionality and any

element of the B-BBEE scorecard may not be used as Objective Criteria.

Annexure Attached (Y /

N / n/a)

1.1.1 *Authorisation Form Annexure A Y

1.1.2 *Acknowledgement form Annexure B Y

1.1.3 *Tenderer’s particulars Annexure C Y

1.1.4 *Integrity Declaration Form (Suppliers are required to Annexure D Y

download and read the Supplier Integrity Pact. It is

accessible on the Eskom Tender Bulletin via Eskom

Supplier Integrity Pact (eskom.co.za) link)

1.1.5 *CPA Requirements for Local Goods/Services Annexure E Y

1.1.6 *CPA(IG) for Foreign Goods/Services (if applicable) Annexure F Y

1.1.7 SBD 6.2 Declaration Certificate for Local Production Annexure G1 Y

and Local Content (only applicable if designated

materials are included and then Tenderers will be

required to complete and submit Annexures G1 to

G4 as evidence of compliance with this

requirement).

Annexure C Local Content Declaration- Summary Annexure G2 Y

Schedule

Annexure D Imported Content Declaration – Supporting Annexure G3 Y

Schedule to Annexure C

Annexure E Local Content Declaration- Supporting Annexure G4 Y

Schedule to Annexure C

1.1.8 *SBD 1 Invitation to Bid must be filled out by all Annexure H Y

tenderers and submitted with the tender at tender

submission deadline

1.1.9 *

1.1.9 *SBD 6.1 Preference Points Claim Form in terms of Annexure I Y

PPPFA 2022 regulations

1.1.11 Tax Evaluation questionnaire to determine whether a

3.13 Functionality requirements Functionality requirements are applicable

Refer to the attached technical evaluation Criteria document attached

the required proof means no further technical evaluation shall be

Tenderers who do not meet the 75% threshold for functionality scoring

Technical evaluation criteria

evaluation purposes but will be implemented when payment is

Prices will be scored out of 80 points

3.18 Evaluation of Specific Goals Specific goals will be scored out of 20 points in accordance with the

If a tenderer fails to submit evidence of its points claim for a Specific

Goal, it will not be disqualified. However, it will be awarded 0 points

the 80/20 system. Eskom will add the score from Pricing and Specific

1. 80/20 for tender with a rand value below R50 million

Contractual Requirements are not evaluation criteria. They will

be assessed after the evaluation and ranking of the tenders.

Quality Refer to Quality requirements included in the √

Other safety/quality √

Functionality/techinical criteria

Functionality/Technical Refer to technical evaluation criteria attached to the √

evaluation parameters relating to uncertainty and risk, where

6. Unconditional discounts will be taken into account for evaluation

sanctions list. A tenderer shall be found to have the nationality

of a country if the tenderer is a national or is constituted,

incorporated, or registered and operates in conformity with the

provisions of the laws of that country. This criterion shall also

apply to the determination of the nationality of proposed

subcontractors or suppliers for any part of the Contract including

related services.

2. Tenderers submit more than one [tender/proposal] either

individually or as a partner in a joint venture (JV) or consortium,

except on an E-Tendering system where there is a limit size

when submitting tenders and concluding contracts with Eskom:

For contracts valued below R50 000 000 (Fifty Million Rand) including VAT, Eskom is committed to

paying Suppliers within 30 days of receipt of undisputed invoices.

For contracts valued above R50 000 000 (Fifty Million Rand) including VAT, Eskom is committed to

paying suppliers within 60 days of receipt of undisputed invoices.

applicable:

• SHEQ requirements,
• Sdl&i

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)

Quality Refer to Quality requirements included in the √

Other safety/quality √

documents as Refer to Safety requirements included in the

required per scope Invitation to Tender

of works

Environmental Refer to Environmental requirements included in the √

2.1 More than 3 Years Experience 40%

2.2 More than 1 Year Experience 20%

2.3 Less than 1 Year 10%

3 Key Personnel Qualifications and Experience 40%

3.1 Site Supervisor with Matric, Supervisory qualification 40%

and HIRA

(Certificates must be attached)

4. National Cleaners Association Registration 20%

4.1 NCA Certificate to be attached 20%

Minimum qualifying threshold 75%

Controlled Disclosure

When downloaded from the document management system, this document is uncontrolled and the responsibility rests with the user to ensure

it is in line with the authorized version on the system. No part of this document may be reproduced in any manner or form by third parties

without the written consent of Eskom Holdings SOC Ltd, © copyright Eskom Holdings SOC Ltd, Reg No 2002 / 015527 / 30

of 75

File name: 240-109836076 (Rev. 4) Invitation to Tender Template

Template ID: 240-43921804 (Rev 7) Header and Footer portrait template

Document

240-109836084 Rev 4

Identifier

Invitation to Tender

Effective Date 31 May 2024

Review Date May 2029

3.15 Evaluation of Price Prices will be evaluated as follows:

1. Inclusive of VAT;

2. Corrected for arithmetical errors;

3. Excluding contingencies in any bill of quantities or activity

schedule’

4. Adjusted for any other acceptable variations, deviations, or

alternative tenders submitted; and

5. Making a comparison of the Net Present Value of each adjusted

tender based on the tendered programme (if provided) and

prices, on the estimated effect of Price Adjustment Factors and

rate of exchange fluctuations (if applicable) and on other

evaluation parameters relating to uncertainty and risk, where

applicable.

6. Unconditional discounts will be taken into account for evaluation

purposes.

7. Conditional discounts will not be taken into account for

evaluation purposes but will be implemented when payment is

effected.

Prices will be scored out of 80 points

3.18 Evaluation of Specific Goals Specific goals will be scored out of 20 points in accordance with the

PPPFA.

If a tenderer fails to submit evidence of its points claim for a Specific

Goal, it will not be disqualified. However, it will be awarded 0 points

for that Specific Goal.

3.19 Ranking of tenders Tenderers will be ranked by applying the preferential point scoring for

the 80/20 system. Eskom will add the score from Pricing and Specific

Goals together and rank the suppliers from the highest to the lowest.

1. 80/20 for tender with a rand value below R50 million

3.20 Objective Criteria Objective criteria are applicable.

(if applicable) Please note that Eskom may award the contract to a tenderer

other than the highest scoring if objective criteria justify the

award.

The following objective criteria apply to the tender:

Local Content and Production

There will be no minimum threshold for local content and production,

however suppliers are encouraged to procure South African

products/goods and/or use South African human resources.

Controlled Disclosure

When downloaded from the document management system, this document is uncontrolled and the responsibility rests with the user to ensure

it is in line with the authorized version on the system. No part of this document may be reproduced in any manner or form by third parties

without the written consent of Eskom Holdings SOC Ltd, © copyright Eskom Holdings SOC Ltd, Reg No 2002 / 015527 / 30

of 75

File name: 240-109836076 (Rev. 4) Invitation to Tender Template

Template ID: 240-43921804 (Rev 7) Header and Footer portrait template

Document

240-109836084 Rev 4

Identifier

Invitation to Tender

Effective Date 31 May 2024

Review Date May 2029

Tenderers will be encouraged to use Local-to-site Suppliers whenever

feasible

Tender will stipulate local procurement content for the works

3.21 Reverse e-auction Not Applicable

(if applicable)

Contractual Requirements Mandatory Contractual Requirements that must be included in all

tenders is the following: -

• Proof of CSD registration

Additional Contractual Requirements that may be included if

applicable:

• SHEQ requirements,
• Sdl&i

Skills Development

Contractual Requirements are not evaluation criteria. They will

be assessed after the evaluation and ranking of the tenders.

Proof that the tenderer recommended for award has met the

stipulated contractual requirements must be submitted prior to

contract award.

Failure to meet stipulated Contractual Requirements by the

stipulated deadlines may result in the tenderer being regarded

as non-responsive and ineligible for contract award.

3.24 Sign form of Agreement/ The conditions of the contract will be the NEC3 Term Service

Contractual Conditions Contract (TSC3)

2.28 CIDB Requirements (where Not Applicable

applicable for Engineering and

Construction Works Contracts)

2.29 Contract Skills Development Not applicable

Goals (CSDG) is

2.30 Contract Participation Goals is Not Applicable

Controlled Disclosure

When downloaded from the document management system, this document is uncontrolled and the responsibility rests with the user to ensure

it is in line with the authorized version on the system. No part of this document may be reproduced in any manner or form by third parties

without the written consent of Eskom Holdings SOC Ltd, © copyright Eskom Holdings SOC Ltd, Reg No 2002 / 015527 / 30

of 75

File name: 240-109836076 (Rev. 4) Invitation to Tender Template

Template ID: 240-43921804 (Rev 7) Header and Footer portrait template

Document

240-109836084 Rev 4

Identifier

Invitation to Tender

Effective Date 31 May 2024

Review Date May 2029

Please note:

Tenderers are requested to bear in mind Eskom's standard payment terms as stipulated hereunder

when submitting tenders and concluding contracts with Eskom:

For contracts valued below R50 000 000 (Fifty Million Rand) including VAT, Eskom is committed to

paying Suppliers within 30 days of receipt of undisputed invoices.

For contracts valued above R50 000 000 (Fifty Million Rand) including VAT, Eskom is committed to

paying suppliers within 60 days of receipt of undisputed invoices.

Eskom reserves the right to negotiate with preferred bidders after a competitive bidding process or

price quotations should the tendered prices not be market-related.

Main contractors/ suppliers are discouraged from subcontracting with their subsidiary companies as

this may be interpreted as subcontracting with themselves and / or using their subsidiaries for fronting.

Where a main contractor subcontracts with a subsidiary, this must be declared in its tender documents.

A report containing a list of potential sub-contractors may be drawn by accessing the following link:

www.csd.gov.za

“proof of B-BBEE status level of contributor” means-

(a) the B-BBEE status level certificate issued by an authorised body or person; or

(b) a sworn affidavit as prescribed by the B-BBEE Codes of Good Practice; or

(c) any other requirement prescribed in terms of the Broad-Based Black Economic Empowerment

Act

1.3 Tender returnables

The tenderer must submit the returnable set out hereunder as part of its tender at the stipulated deadline.

Note the following: -

• Returnables required at Tender closing (disqualifiable): -

These returnables are required to be fully completed, signed (if required on the returnable) and

submitted with the tender at Tender closing date and time. If not fully completed, signed (if required on

the returnable) and/or submitted by tender closing, the tenderer will be disqualified.

• * Returnable required at Tender closing (non-disqualifiable): -

Controlled Disclosure

When downloaded from the document management system, this document is uncontrolled and the responsibility rests with the user to ensure

it is in line with the authorized version on the system. No part of this document may be reproduced in any manner or form by third parties

without the written consent of Eskom Holdings SOC Ltd, © copyright Eskom Holdings SOC Ltd, Reg No 2002 / 015527 / 30

of 75

File name: 240-109836076 (Rev. 4) Invitation to Tender Template

Template ID: 240-43921804 (Rev 7) Header and Footer portrait template

Document

240-109836084 Rev 4

Identifier

Invitation to Tender

Effective Date 31 May 2024

Review Date May 2029

These returnables are required to be fully completed, signed (if required on the returnable) and

submitted with Tender at Tender closing date and time; however, if not submitted by Tender closing, or

submitted with incomplete information or without a required signature, the Procurement Practitioner

will, in writing, request the tenderer to submit the returnable within 5 working days. If the returnable is

not fully completed, signed if required and/or received by the Procurement Practitioner within 5 working

days of the request, the tenderer will be disqualified.

The 5 working days period does not apply to CIDB proof of grading. Refer to the returnable table the

prescribed period for CIDB proof of grading.

# Returnables required at Tender Closing date and time for evaluation: -

These returnables are required to be submitted at tender closing date and time. These returnables will

not be requested by the Procurement Practitioner. A tenderer that does not submit the required

returnable at stipulated deadline or submits an incomplete returnable; will not be disqualified but will

score zero.

Controlled Disclosure

When downloaded from the document management system, this document is uncontrolled and the responsibility rests with the user to ensure

it is in line with the authorized version on the system. No part of this document may be reproduced in any manner or form by third parties

without the written consent of Eskom Holdings SOC Ltd, © copyright Eskom Holdings SOC Ltd, Reg No 2002 / 015527 / 30

of 75

File name: 240-109836076 (Rev. 4) Invitation to Tender Template

Template ID: 240-43921804 (Rev 7) Header and Footer portrait template

Document

240-109836084 Rev 4

Identifier

Invitation to Tender

Effective Date 31 May 2024

Review Date May 2029

Returnable required prior to Contract Award.

Returnables that are mandatory for contract award must be submitted prior to award, completed in full

if completion is a requirement and signed if signature is a requirement.

Reference Returnable From Suppliers

at closing at (Non- * prior Award. required required closing. required Tender (disqualifiable) disqualifiable) Contract

to Tender Returnable Returnable Returnable

Basic Compliance Electronic copy of the tender in a PDF format. The √

price list needs to be submitted in PDF and a copy in

excel format (The upload size per document is 500

megabytes and total submission is restricted to 4

gigabytes)

Annexure A Authorisation Form √

Annexure B Acknowledgement Form √

Annexure C Tenderers Particulars √

Annexure D Integrity Pact Declaration form √

Annexure E CPA for local goods/services (if applicable) √

Annexure F CPA(IG) for imported goods/services (if applicable) √

Annexure G1-G4 SBD 6.2 -Declaration certificate for local production √

and content and Annexures G2,G3,G4 [only

applicable where designated materials are

included]

Annexure H SBD 1- to be completed and submitted by all √

(applicable for all tenderers.

suppliers including

Foreign suppliers)

# Annexure I SBD 6.1- Preference Points Claim Form in terms of

PPPFA 2022 regulations

Annexure J SBD 4 – Bidders Disclosure √

Reverse e-auction √

training

acknowledgement

form (if applicable)

Controlled Disclosure

When downloaded from the document management system, this document is uncontrolled and the responsibility rests with the user to ensure

it is in line with the authorized version on the system. No part of this document may be reproduced in any manner or form by third parties

without the written consent of Eskom Holdings SOC Ltd, © copyright Eskom Holdings SOC Ltd, Reg No 2002 / 015527 / 30

of 75

File name: 240-109836076 (Rev. 4) Invitation to Tender Template

Template ID: 240-43921804 (Rev 7) Header and Footer portrait template

Document

240-109836084 Rev 4

Identifier

Invitation to Tender

Effective Date 31 May 2024

Review Date May 2029

Reference Returnable From Suppliers

at closing at (Non- * prior Award. required required closing. required Tender (disqualifiable) disqualifiable) Contract

to Tender Returnable Returnable Returnable

E-tendering Help √

Manual

acknowledgement

form (If applicable)

Additional Letter of intent to form a JV/consortium or Valid joint √

Documents required venture agreement confirming the rights and

in the event of JV: - obligations of each of the joint venture partners and

their profit-sharing ratios.

Separate written confirmation that the joint venture √

will operate as a single business entity (incorporated)

for the duration of the contract or this may be included

as an obligation within the JV agreement.

Details and confirmation of a single designated bank √

account in the name of the JV and independent of the

individual JV partners, as set out in the joint venture

agreement.

# Specific Goals A tenderer’s failure to submit proof that it meets the √

specific goals will not result in its disqualification.

The tenderer will, however, be scored zero for

Specific Goals for purposes of PPPFA scoring and

ranking.

Tax Clearance A certified copy of a tax clearance certificate is √

Certificates required from foreign tenderers (with a footprint in

South Africa but that are not registered on CSD and

have not provided a SARS pin number) and local

tenderers (that have not provided their SARS e-filing

PIN number for verification by Eskom and/or their

CSD profile / CSD number).

Foreign suppliers with no footprint in South Africa

must complete the SBD1 document; however, no

proof of tax compliance is required.

Tax Evaluation Evaluation questionnaire to determine whether a √

Questionnaire (if company, close corporation (CC) or Trust is a

services contract personal service provider for purposes of PAYE

Controlled Disclosure

When downloaded from the document management system, this document is uncontrolled and the responsibility rests with the user to ensure

it is in line with the authorized version on the system. No part of this document may be reproduced in any manner or form by third parties

without the written consent of Eskom Holdings SOC Ltd, © copyright Eskom Holdings SOC Ltd, Reg No 2002 / 015527 / 30

of 75

File name: 240-109836076 (Rev. 4) Invitation to Tender Template

Template ID: 240-43921804 (Rev 7) Header and Footer portrait template

Document

240-109836084 Rev 4

Identifier

Invitation to Tender

Effective Date 31 May 2024

Review Date May 2029

Reference Returnable From Suppliers

at closing at (Non- * prior Award. required required closing. required Tender (disqualifiable) disqualifiable) Contract

to Tender Returnable Returnable Returnable

and was included as

annexure)

Compliance with To the extent that the tenderer falls within the √

Employment Equity definition of a “designated Employer” as

Act contemplated in the Employment Equity Act , the tenderer is required to furnish the Employer

with proof of compliance with the Employment Equity

Act, including proof of submission of the Employment

Equity report to the Department of Labour. (South

African tenderers only)

CIDB (where Valid proof of the required CIDB grading designation Not

applicable) for the main contractor; JV and /or sub-contractor as Applicable

may be required in the tender data at tender closing

deadline or within 21 working days from the closing

date of submission of tenders if this is agreed with the

Employer

NEC or other NEC Contract, completed in full. √

Contract

Pricing schedule Completed pricing schedule (if not already submitted √

in the NEC or other Contract).

For e-tendering price schedule needs to be submitted

in PDF and a copy in excel format. The upload size

per document is 500 megabytes and total submission

is restricted to 4 gigabytes.

Additional

documents required

(Ecsa/

SACPCMP/CVs/

permits/licenses/

specific registration

documents

Controlled Disclosure

When downloaded from the document management system, this document is uncontrolled and the responsibility rests with the user to ensure

it is in line with the authorized version on the system. No part of this document may be reproduced in any manner or form by third parties

without the written consent of Eskom Holdings SOC Ltd, © copyright Eskom Holdings SOC Ltd, Reg No 2002 / 015527 / 30

of 75

File name: 240-109836076 (Rev. 4) Invitation to Tender Template

Template ID: 240-43921804 (Rev 7) Header and Footer portrait template

Document

240-109836084 Rev 4

Identifier

Invitation to Tender

Effective Date 31 May 2024

Review Date May 2029

Reference Returnable From Suppliers

at closing at (Non- * prior Award. required required closing. required Tender (disqualifiable) disqualifiable) Contract

to Tender Returnable Returnable Returnable

(if applicable to

scope of work)

Mandatory contractual requirements

Supporting evidence

Mandatory Proof of valid and current CSD Registration (CSD √

Contractual number/CSD Report)

1. Mandatory Requirement ( 100%)

1. 1.1 Letter of intent from a Reputable hygiene services 100%

company with OHSAS 18001 and ISO 14001

accreditation or Proof of experience of providing

similar service also attach OHSAS 18001 and ISO

14001 accreditation.

2 Proof of Company Office Cleaning Services 40%

Experience

2.1 More than 3 Years Experience 40%

2.2 More than 1 Year Experience 20%

2.3 Less than 1 Year 10%

3 Key Personnel Qualifications and Experience 40%

3.1 Site Supervisor with Matric, Supervisory qualification 40%

and HIRA

(Certificates must be attached)

4. National Cleaners Association Registration 20%

4.1 NCA Certificate to be attached 20%

Minimum qualifying threshold 75%

Effective Date 31 May 2024

Review Date May 2029

Number Description Annexure Attached (Y /

N / n/a)

1.1.12 Reverse e-auction training acknowledgement form (if N/A

applicable)

1.1.13 Reverse e-auction process (if applicable) N/A

1.1.14 E-tendering Help Manual acknowledgement form Y

1.1.15 E-tendering Help Manual for supplier Y

1.1.16 CIDB Contract Skills Development Goals (CSDG) N/A

(if applicable)

1.1.17 Contract Participation Goals (CPG) N/A

(if applicable)

1.1.18 Scope of Work Y

1.1.19 NEC or other Contract Y

1.1.20 Pricing Schedule/BOQ (if not contained in Contract) Y

Goal, it will not be disqualified. However, it will be awarded 0 points

for that Specific Goal.

3.19 Ranking of tenders Tenderers will be ranked by applying the preferential point scoring for

the 80/20 system. Eskom will add the score from Pricing and Specific

Pricing schedule Completed pricing schedule (if not already submitted √

in the NEC or other Contract).

eTendering system is a web-based system that allows suppliers bidding for various tenders advertised

on Tender Bulletin system to “upload” their tender documents. Currently the tenderers or suppliers

submit tender documents at various Eskom tender offices. eTendering system replaces the manual or

physical submission of tender documents at various Eskom tender offices. eTendering system in a

nutshell is an electronic box where tender documents can be “dropped” or “uploaded”. Suppliers will

be required to register their details before they can be granted access to the eTendering system. An

OTP (one time pin) will be sent to both their cell phone and email address.

Quick and direct access is also available by using the following links:

• TenderBulletin Public website: https://tenderbulletin.eskom.co.za - this is used by members

of the public, to view and access Eskom published tenders. eTendering hyperlink will be found

on this site. Members of the public may follow prompt instructions once they have clicked on

the eTendering link (https://eTendering.eskom.co.za). This link will allow them to upload the

required tender documentation.

• eTendering website Public website: https://eTendering.eskom.co.za - this is used by

members of the public, to view information about published tenders and submit their tender

documents.

• N.B: Members of the public would need to have a CSD number to gain access to

eTendering system.

2 Problems

A channel of communication has been created in case users of the system experiences a problem

with the system. In a case users come across some difficulties in using Tender bulletin, eTendering

and OpenText systems they need to contact the buyer responsible for the published tender.

3 What’s New

A new functionality to “add closed tenders”. Closed tenders refers to the tenders which are not listed

on Tenderbulletin as normal tenders, but are tenders sent directly to the relevant and potential

suppliers who meet the selection and evaluation criteria to offer what the buyer needs. These

suppliers will be sent a link via email to bid privately.

© 2023 Eskom of 19

Proprietary and Confidential

Eskom eTendering System

User Manual

4 Getting Started

To gain access to eTendering portal

1. Open your web browser

2. Type TenderBulletin (eskom.co.za) or https://eTendering.eskom.co.za

3. eTendering system login page will be displayed:

Fig 1

Registration Form Steps to follow

© 2023 Eskom of 19

Proprietary and Confidential

Eskom eTendering System

User Manual

• Complete all the fields
• Contact number must start with a

Plus prefix e.g +27

• Ensure that you also fill in the

capture picture to validate that you

are not a robot.

• Once all columns have been filled

click on register button

• Pop-up message will be displayed asking

the registerer to verify the email sent to

the provided email address.

• If the email does not come through,

click on “Resend Verification Email”

button

• email to be resent,
• Once you have received the email click

on link provided on

the email.

• Then you will be directed back to

etendering site with a login screen

displayed, now complete the login

with your verified email address and

password

*

Fig1.1

© 2023 Eskom of 19

Proprietary and Confidential

Eskom eTendering System

User Manual

Fig2a.

Fig2b.

Fig3.

4. Once the email is verified, login using your registered email address and password then the

OTP page will be displayed

© 2023 Eskom of 19

Proprietary and Confidential

Eskom eTendering System

User Manual

5. OTP sent to the registered cellphone number and email address

6. Insert the otp number then click “Verify OTP” button, to resend OTP click on “Resend OTP”

button

© 2023 Eskom of 19

Proprietary and Confidential

Eskom eTendering System

User Manual

7. Landing page once OTP is verified

8. Select the preferred “Ref No”

9. A page with the preferred Tender information is displayed before tender documentation can

be submitted.

© 2023 Eskom of 19

Proprietary and Confidential

Eskom eTendering System

User Manual

10. Click on “Create New Submission” button to submit required Tender documents

11. Landing page once clicked on “Create New Submission” button. Take note of the

mentioned disclaimers.

© 2023 Eskom of 19

Proprietary and Confidential

Eskom eTendering System

User Manual

12. To submit tender documents, click on “Add file” button

13. Upload required tender documents by:

1. Giving the file a name

2. Select the listed file type e.g.: Technical, commercial, finance and etc

3. Choose the file you need to upload

4. Then click on “Upload” button, Fig5.

© 2023 Eskom of 19

Proprietary and Confidential

Eskom eTendering System

User Manual

Fig4.

Fig5.

© 2023 Eskom of 19

Proprietary and Confidential

Eskom eTendering System

User Manual

14. Once clicked on “Upload” button, this page will be displayed with the submitted document(s).

Continue to submit all the required documents under the correct category ,i.e: Technical

should be selected if technical documentation is uploaded and etc. Verify all required

documents are uploaded before making ‘Final Submission’ by clicking on ‘Finalize

Submission’ button.

© 2023 Eskom of 19

Proprietary and Confidential

Eskom eTendering System

User Manual

15. Click on “Finalize Submission” button. A file size cannot exceed 50MB and a total size of

all uploaded files should not exceed 900MB.

16. Once “Finalize Submission” button is clicked the pop-up message confirming the submission

will pop-up

© 2023 Eskom of 19

Proprietary and Confidential

Eskom eTendering System

User Manual

17. Click on “Finalise and Close Submission” button to finalize the submission of documents.

If not all documents were submitted or still wish to add or submit more documents, click on

“No, continue adding files” button.

18. Once the submission is finalised the page with all submitted documents will display with the

submission and closed time and date timestamp at the bottom.

19. To view submitted tenders, click on “My Submissions” menu option. All your individually

submitted tenders will be displayed.

If you want to view or verify the submitted documents, click on “View Submission” button

© 2023 Eskom of 19

Proprietary and Confidential

Eskom eTendering System

User Manual

20. Once the submission process is complete an email with be sent to the submitter with all

submitted documents on email,Fig6.This is the final step for the submitter or tenderer.

It is vital to save the email with the submission ID for future enquiry if need be.

• -------Originalmessage--------

From:Eskom E-Tender Document Submission 28 <[email protected]>

Date:Tue,23Aug2022,3:42pm

To:[email protected]

Subject: Response To Submitter

Eskom E-Tender Document Submission 28

Hi Monalisa

You have finalized a new submission with submission id:14 on tender #MPKUS10086PS

closing date : 2022-11-30 10:00:00.

Have started the submission from 2022-08-23 14:28:33 and finalized at 2022-08-23

15:42:28

Tender Description:

Award for Provision of Office Cleaning and Janitorial Services at Kusile Power Station

Project

Files Submitted:

ID Original Name Title Size Type

38 Test7.pdf testingCom 33141 Commercial

40 Test1.pdf testingTech 33502 Technical

41 Test15.pdf testingFin 33141 Finance

Thanks,

Eskom E-Tender Document Submission 28 Automated Mail

© 2022 Eskom E-Tender Document Submission 28. All rights reserved.

NB: This Email and its contents are subject to the Eskom Holdings SOC Ltd EMAIL

LEGAL NOTICE which can be viewed at

http://www.eskom.co.za/Pages/Email_Legal_Spam_Disclaimer.aspx

Fig6.

© 2023 Eskom of 19

Proprietary and Confidential

Eskom eTendering System

User Manual

5 Edit Registration

To edit already registered information such as Name, Organization, CSD and cell phone number

select “Edit Registration” on the drop down, Fig1. New window with information that needs to be

updated pop ups,Fig2. Click on “Update” button to update registration details.

Fig1.

Fig2.

6 Log off Button

To logout, click “Log out” on the dropdown next to your name

Fig1.

© 2023 Eskom of 19

Proprietary and Confidential

Eskom eTendering System

User Manual

7 Password reset

To reset a forgotten password, click “Forgot your password” Fig1. and a new screen will

pop up to enter an alternative email where the new password will be sent Fig2.Confirmation

message will be sent to the user, Fig3.

Fig1.

Fig2.

Fig3.

© 2023 Eskom of 19

Proprietary and Confidential

Eskom eTendering System

User Manual

An email confirming password reset will be sent to the email provided.

Click on the link or “Reset Password” button to reset the password.

Fig4.

A new window will pop up to reset and confirm the new password, Fig5.Enter new

password and confirm then click on “Reset Password” button.

Fig5.

OTP window will pop up, type in the OTP sent to either the cell phone or email address.

Fig6.

© 2023 Eskom of 19

Proprietary and Confidential

Eskom eTendering System

User Manual

OTP successfully goes through and lands on the below screen, password is successfully

reset.

Fig7.

8 General

This system is compatible to most web browsers however we recommend Ms Edge.

The end.

© 2023 Eskom of 19

A new functionality to “add closed tenders”. Closed tenders refers to the tenders which are not listed

suppliers who meet the selection and evaluation criteria to offer what the buyer needs. These

38 Test7.pdf testingCom 33141 Commercial

40 Test1.pdf testingTech 33502 Technical

41 Test15.pdf testingFin 33141 Finance

1 Background

eTendering system is a web-based system that allows suppliers bidding for various tenders advertised

on Tender Bulletin system to “upload” their tender documents. Currently the tenderers or suppliers

submit tender documents at various Eskom tender offices. eTendering system replaces the manual or

physical submission of tender documents at various Eskom tender offices. eTendering system in a

nutshell is an electronic box where tender documents can be “dropped” or “uploaded”. Suppliers will

be required to register their details before they can be granted access to the eTendering system. An

OTP (one time pin) will be sent to both their cell phone and email address.

• TenderBulletin Public website: https://tenderbulletin.eskom.co.za - this is used by members

of the public, to view and access Eskom published tenders. eTendering hyperlink will be found

on this site. Members of the public may follow prompt instructions once they have clicked on

the eTendering link (https://eTendering.eskom.co.za). This link will allow them to upload the

required tender documentation.

• eTendering website Public website: https://eTendering.eskom.co.za - this is used by

members of the public, to view information about published tenders and submit their tender

documents.

• N.B: Members of the public would need to have a CSD number to gain access to

eTendering system.

with the system. In a case users come across some difficulties in using Tender bulletin, eTendering

and OpenText systems they need to contact the buyer responsible for the published tender.

3 What’s New

A new functionality to “add closed tenders”. Closed tenders refers to the tenders which are not listed

on Tenderbulletin as normal tenders, but are tenders sent directly to the relevant and potential

suppliers who meet the selection and evaluation criteria to offer what the buyer needs. These

suppliers will be sent a link via email to bid privately.

© 2023 Eskom of 19