Maintenance of rack and pinion elevators at kusile power station for 5 years

Specific eligibility criteria are not explicitly stated in the provided excerpt. However, the QCP structure implies that eligible bidders must have: 1. Proven capability to develop and execute comprehensive quality control plans. 2. Experience with statutory compliance and regulatory notifications (e.g., DOL). 3. Ability to manage subcontractors and interface with Eskom and third-party inspectors (TPI/NOBO). 4. Technical expertise in maintaining rack and pinion elevators, likely within a heavy industrial or power generation context.

Scope: The document includes a Quality Control Plan (QCP) template for inspection and testing.

• The work involves the refurbishment of MV motors.
• The plan outlines intervention points (Hold, Witness, Document Review) and inspection categories (Statutory/Non-statutory).
• Inspection methods may include visual, microscopy, NDT, liquid/dye penetrant, magnetic particle, and eddy current.
• Acceptance criteria cover functionality, performance, regulatory compliance, and chemical tests.
• Roles include Contractor/Supplier, Subcontractor, Eskom Project Manager, and Approved Inspection Authority (AIA).

No specific requirements found

11.2(14) The following matters will be included in Safety, Health, Environment and Quality

The contractor will be responsible for all Rack and Pinion Lifts at Kusile Power Station. He will

always ensure compliance to the O & M manuals requirements. The lifts SOW will include but not

be limited to the following:

1.1 Switchgear and Control Gear

a) All maintenance as per O&M manuals and the Lift Maintenance Strategy

b) External inspection

c) Cleaning of switchgear, control panels and circuit breakers

d) Cleaning of termination boxes and junction boxes

e) Maintenance and testing of all limit switches and other sensing devices

f) Maintenance of circuit breakers and contactors

g) Maintenance of mechanical interlocking devices

h) Maintenance/checking of the buttons and displays

i) Maintenance of all earthing

j) Maintenance of cable terminations

k) Maintenance of auxiliary components

l) Check that the emergency lighting is in order at all times

DOCUMENT C2.1 PAGE viii PRICING DATA

ESKOM HOLDINGS SOC Ltd CONTRACT NO. _________

The Provision for the Maintenance of all the permanent Rack and Pinion Elevators at Kusile Power Station for a period of 5 years

(60 months)

m) Disconnect and reconnect electrical equipment - cables, switches etc.

n) Ensure all hazardous location specifications are adhered to

o) Attend to breakdowns, defects, fault finding and carrying out repairs.

p) Check and ensure that all wires, sealing glands and connections are correct and secure

q) Ensure that the operation of the control system is correct and all the settings on all

equipment are correct

Electrical Motors and Brakes

a) All maintenance as per O&M manuals and the Lift Maintenance Strategy

b) Repair and overhaul motors

c) External inspections

d) Testing of motors (winding resistance, insulation resistance and PI test)

e) Test running of motors

f) Ensure that the lift car stops within the acceptable limits

g) Disconnecting and reconnecting of motors and brakes

h) Clean the electric motor cooling flanges when necessary.

i) Check motor overload protections are set as stated on the motor nameplate or datasheet

supplied

j) Maintenance of electrical terminations

k) Ensure that the motor, end shields and covers are properly secured

l) Maintenance and testing of brakes

m) Maintenance of all earthing

n) Clean motors, cooling flanges and brakes, check for mechanical damages

o) Check and adjust brake lining as per O & M Manual

p) Check to ensure the correctness of the brake torque with spring balance (ensure the

stopping positions does not exceed stated values)

q) Inspect centrifugal brake and adjust accordingly

CONTRACT - ix - TSC3 COVER PAGES

ESKOM HOLDINGS SOC Ltd CONTRACT NO. _________

The Provision for the Maintenance of all the permanent Rack and Pinion Elevators at Kusile Power Station for a period of 5 years

(60 months)

r) Lubricate all bearings and slide surfaces

s) Inspect, repairs and test control device’s ball bearings

t) Maintenance of auxiliary components

u) Ensure all hazardous location specifications are adhered to

v) Attend to breakdowns, defects, fault finding and carrying out repairs

Cabling and Earthing

a) All maintenance as per O&M manuals and the Lift Maintenance Strategy

b) Cable fault location

c) Carry out cable joints according to regulations and O&M manuals

d) Installing, replacing, repairing and terminations

e) Maintenance of all earthing

f) Testing and other required tests

g) Maintenance of cableways and cable guides for debris

h) Maintenance of cable supports and baskets and/or trolleys

i) Maintenance of cable crunches, joints and glands

j) Check all cables for wear and ensure that there are no kinks.

k) Also check cable attachments and fixtures in lift mast.

l) Check all screw joints of racks and mast joints are properly tightened as well as those

attaching mast in base frame

m) Disconnecting and reconnecting cables

n) Ensure all hazardous location specifications are adhered to

o) Attend to breakdowns, defects, fault finding and carrying out repairs

p) Maintenance of cable trolleys and baskets

Domestic Circuits

a) All maintenance as per O&M manuals and the Lift Maintenance Strategy

CONTRACT - x - TSC3 COVER PAGES

2 Name:

Job

Responsibilities:

Part c2: pricing data c2 tsc3 cover

ESKOM HOLDINGS SOC Ltd CONTRACT NO. _________

The Provision for the Maintenance of all the permanent Rack and Pinion Elevators at Kusile Power Station for a period of 5 years

(60 months)

CV's (and further key person's data including

CVs) are in .

A Priced contract with price list

11.2(12) The price list is in Rand

11.2(19) The tendered total of the Prices is R

Part c2: pricing data c2 tsc3 cover

ESKOM HOLDINGS SOC Ltd CONTRACT NO. _________

The Provision for the Maintenance of all the permanent Rack and Pinion Elevators at Kusile Power Station for a period of 5 years

(60 months)

Part 2: pricing data

TSC3 Option A

Document Title No of

reference pages

C2.1 Pricing assumptions: Option A 2

C2.2 The price list [●]

Part c2: pricing data c2 tsc3 cover

ESKOM HOLDINGS SOC Ltd CONTRACT NO. _________

The Provision for the Maintenance of all the permanent Rack and Pinion Elevators at Kusile Power Station for a period of 5 years

(60 months)

C2.1 Pricing assumptions: Option A

How work is priced and assessed for payment

Clause 11 in NEC3 Term Service Contract (TSC3) core clauses and Option A states:

Identified and 11

defined terms 11.2 (12) The Price List is the price list unless later changed in accordance with this

contract.

(17) The Price for Services Provided to Date is the total of

the Price for each lump sum item in the Price List which the Contractor has

completed and

where a quantity is stated for an item in the Price List, an amount calculated by

multiplying the quantity which the Contractor has completed by the rate.

(19) The Prices are the amounts stated in the Price column of the Price List.

Where a quantity is stated for an item in the Price List, the Price is calculated

by multiplying the quantity by the rate.

This confirms that Option A is a priced contract where the Prices are derived from a list of items of service

which can be priced as lump sums or as expected quantities of service multiplied by a rate or a mix of both.

Function of the Price List

Clause 54.1 in Option A states: “Information in the Price List is not Service Information”. This confirms that

instructions to do work or how it is to be done are not included in the Price List but in the Service Information.

This is further confirmed by Clause 20.1 which states, “The Contractor Provides the Service in accordance

with the Service Information”. Hence the Contractor does not Provide the Service in accordance with the

Price List. The Price List is only a pricing document.

Link to the Contractor’s plan

Clause 21.4 states “The Contractor provides information which shows how each item description on the

Price List relates to the operations on each plan which he submits for acceptance”. Hence when compiling

the price list, the tendering contractor needs to develop his first clause 21.2 plan in such a way that

operations shown on it can be priced in the price list and result in a satisfactory cash flow in terms of clause

11.2(17).

Preparing the price list

Before preparing the price list, both the Employer and tendering contractors should read the TSC3

Guidance Notes pages 14 and 15. In an Option A contract, either Party may have entered items into the

price list either as a process of offer and acceptance (tendering) or by negotiation depending on the nature

of the service to be provided. Alternatively the Employer, in his Instructions to Tenderers or in a Tender

Schedule, may have listed some items that he requires the Contractor to include in the price list to be

prepared and priced by him.

Part c2: pricing data c2.1 TSC3/A pricing assumptions

ESKOM HOLDINGS SOC Ltd CONTRACT NO. _________

The Provision for the Maintenance of all the permanent Rack and Pinion Elevators at Kusile Power Station for a period of 5 years

(60 months)

It is assumed that in preparing or finalising the price list the Contractor:

• Has taken account of the guidance given in the TSC3 Guidance Notes relevant to Option A;
• Understands the function of the Price List and how work is priced and paid for;
• Is aware of the need to link operations shown in his plan to items shown in the Price List;
• Has listed and priced items in the price list which are inclusive of everything necessary and

incidental to Providing the Service in accordance with the Service Information, as it was at the

time of tender, as well as correct any Defects not caused by an Employer’s risk;

• Has priced work he decides not to show as a separate item within the Prices or rates of other

listed items in order to fulfil the obligation to complete the service for the tendered total of the

Prices.

• Understands there is no adjustment to items priced as lump sums if the amount, or quantity, of

work within that item later turns out to be different to that which the Contractor estimated at time of

tender. The only basis for a change to the (lump sum) Prices is as a result of a compensation

event.

Format of the price list

(From the example given in an Appendix within the TSC3 Guidance Notes)

Entries in the first four columns in the price list in section C2.2 are made either by the Employer or the

tendering contractor.

If the Contractor is to be paid an amount for the item which is not adjusted if the quantity of work in the

item changes, the tendering contractor enters the amount in the Price column only, the Unit, Expected

Quantity and Rate columns being left blank.

If the Contractor is to be paid an amount for an item of work which is the rate for the work multiplied by

the quantity completed, the tendering contractor enters the rate which is then multiplied by the Expected

Quantity to produce the Price, which is also entered.

If the Contractor is to be paid a Price for an item proportional to the length of time for which a service is

provided, a unit of time is stated in the Unit column and the expected length of time (as a quantity of the

stated units of time) is stated in the Expected Quantity column.

Part c2: pricing data c2.1 TSC3/A pricing assumptions

ESKOM HOLDINGS SOC Ltd CONTRACT NO. _________

The Provision for the Maintenance of all the permanent Rack and Pinion Elevators at Kusile Power Station for a period of 5 years

(60 months)

C2.2 the price list

Item nr Description Unit Quantity Rate Price

1 maintenance of lifts

1.1 U1 acc lift monthly 60

1.2 U2 acc lift monthly 60

1.3 U3 acc lift monthly 60

1.4 U4 acc lift monthly 60

1.5 U5 acc lift monthly 60

1.6 U6 acc lift monthly 60

1.7 Chimney east lift monthly 60

1.8 Chimney west lift monthly 60

1.9 Coal silo 1 lift monthly 60

Subtotal

2 emergency call-outs

2.1 Technician per hour

2.2 Assistant per hour

Subtotal

3 annexure o (2yearly)

3.1 U1 acc lift 2yearly 4

3.2 U2 acc lift 2yearly 4

3.3 U3 acc lift 2yearly 4

3.4 U4 acc lift 2yearly 4

3.5 U5 acc lift 2yearly 4

3.6 U6 acc lift 2yearly 4

3.7 Chimney east lift 2yearly 4

3.8 Chimney west lift 2yearly 4

3.9 Coal silo 1 lift 2yearly 4

Subtotal

Part c3: scope of work 1 c3 tsc3 cover page

ESKOM HOLDINGS SOC Ltd CONTRACT NO. _________

The Provision for the Maintenance of all the permanent Rack and Pinion Elevators at Kusile Power Station for a period of 5 years

(60 months)

The total of the Prices

Spares

Chimney lift Scando Lift 813463 and 813464

Item Description Part number Unit Price Quantity Total Price

Spring 9019671-000 5

Pipe clamp 3001195-309 5

Handle 3000524-405 5

Door lock 3002143-103 5

Cage

Guide roller 9062878-000R 6

Guide roller 9062878-200R 6

Cage door

Pipe clamp 3001195-309 12

Gate roller 9062178-100 6

Gate roller pulley 9092804-000 6

Lifting loop 9066435-260 6

Excenter 9104310-000 6

Slide shoe 9066331-060 6

Compression spring 0414850-000 6

Machinery

Pinion 9064317-000 4

Guide roller 9099229-050R 6

Counter roller, gear box 9064142-000 5

Shaft coupling 3002301-410 5

Friction disc 3001263-681 6

Brake drum 9095170-000 5

Motor Brake 3001263-683 5

Brake 3001263-683R 5

Cable guiding device

Spring set 9030941-000 5

Control system, ALC

Cage CPU 3002218-271 4

Base CPU 3002218-272 4

Landing card 3002218-206 6

Circuit board 3002218-214 5

Contactor, for 1 motor drive VFC

Contactor 3002192-075 6

Auxillary contact block 3002192-451 6

Auxillary contact block 3002192-452 6

Part c3: scope of work 2 c3 tsc3 cover page

ESKOM HOLDINGS SOC Ltd CONTRACT NO. _________

The Provision for the Maintenance of all the permanent Rack and Pinion Elevators at Kusile Power Station for a period of 5 years

(60 months)

Rectifier 3000600-160 6

Varistor 9081970-000 7

Push button 3002071-801 6

Push button 3002071-804 6

Push button 3002071-800 6

Contact block 3002071-830 6

Contact block 3002071-831 6

Fitting 3002071-860 6

Rubber cloth 3002071-863 4

Main switch 3001986-415 6

Phase failure relay 3001859-406 6

Limit switch 3000263-950 6

Limit switch 3000263-902 6

Limit switch 3000264-101 6

Relay 3000808-213 6

Relay 3000808-233 6

Switch arm 3000263-704 6

Pulse transmitter 3001964-180 6

Corrosion protection, 3002301-101 12

Corrosion protection, 3002301-105 8

Battery 3001187-330 6

Lubricants

Cog Grease, 3001396-108 41

Alioil VN, 9041980-000 6

Ali-low-fric cable grease 9052045-000 14

Total:

Coal silo lift( 813038) and ACC

lifts (812959) spares and

estimate for 3 years

Description Part number Quantity

Guide roller 80 shore 9094988-000 10

Guide roller Nodular Iron 9094988-020 10

Shaft A=28 9095056-028 4

Shaft A=45 9095056-045 4

Rubber washer 3001665-461 10

Cage door Folding

Roller 9094955-000 4

Roller 9094909-000 4

Bushing 9054937-000 4

Sliding shoe 9056419-000 4

Sealing strip (length 2 m) 3000513-001 4

Part c3: scope of work 3 c3 tsc3 cover page

ESKOM HOLDINGS SOC Ltd CONTRACT NO. _________

The Provision for the Maintenance of all the permanent Rack and Pinion Elevators at Kusile Power Station for a period of 5 years

(60 months)

Bushing housing 9094957-000 4

Fix bracket 9054898-000 4

Bushing housing 9094967-000 4

EN 81 lock Handle 9056924-000 4

Glass 9053971-000 4

Rubber molding, meters 3000941-101 4

Cage door Sliding

Top roller 9069316-000 10

Bearing for top roller 3000103-202 4

Circlip for top roller 3000133-133 8

Sliding bushing top 3002227-455 8

Bracket top roller, left 9092550-105 4

Bracket top roller, right 9092550-205 4

Panel link top and bottom 9092574-005 4

Bottom roller 9094268-000 4

Bearing bottom roller 3000103-221 10

Circlip for bottom roller 3000133-125 4

Sliding bushing bottom 9093428-000 10

Bolt for bottom roller 3000672-786 10

Window 9095639-000 6

Door panel seal 9093792-010 6

Landing door

Pipe clamp 3001195-309 10

Bushing 9067195-000 4

Compression spring 3001227-026 4

Compression spring 3001227-030 4

Bushing 9067428-000 4

Bushing 3002227-200 4

Cam 9095319-000 4

Handle 9066191-000 10

Vindlock 9065235-009 4

Machinery

Guide roller 9099229-050R 12

Guide roller 72 steel 9064142-000 10

Roller 120 9095306-100 10

Pinion 115 z23 9064317-000 10

Pinion,200 z40 9057060-000 4

Spring 3001229-108 4

Coupling Pulse transmitter 3002301-410 4

Pulse transmitter 3001964-180 4

Brake lining disc 16 3001263-680R 4

Brake lining disc 19 3001263-681 4

Brake 3001263-682 4

Brake 3001263-683R 4

Part c3: scope of work 4 c3 tsc3 cover page

ESKOM HOLDINGS SOC Ltd CONTRACT NO. _________

The Provision for the Maintenance of all the permanent Rack and Pinion Elevators at Kusile Power Station for a period of 5 years

(60 months)

Brake release cable 6

Teletext cable 3002297-150 4

Brake 3001263-684 4

Alimak Centrifugal Brake Complete 9095236-Sub 4

C-brake nave 9109009-100 4

Rubber bellows 3001231-622 6

El. motor, 7 kW, PTC 3001263-200 4

El. motor, 8,8 kW, PTC 3001263-210 4

El. motor, 8,8 kW, CSA 3001263-213 4

El. motor, 13 kW 3001263-220 4

El. motor,13 kW, PTC, heater, CSA 3001263-223 4

El. motor, 13 kW, EN 3001263-231 4

Safety device

Guide roller Rubber 9066129-000 10

Cable trolley,9098976-sub

Shaft 9010381-009 4

Roller 9005438-000 4

Cable guide

Rubber spring 9002991-000 10

Control system ALC II

Cage CPU 3002218-271 1 688,89 3002218-271 4

Base CPU 3002218-272 1 266,67 3002218-272 4

Landing card 3002218-206 176,67 3002218-206 4

ULN Circuit landing 3002127-530

9,89 3002127-530 4

Display 3002218-237 221,11 3002218-237 4

Electric equipment

Limit switch, landing door, cage door 3000263-900 10

Limit switch, up/down, reference & 3000263-957 4

retardation

Limit switch, cage door 3000263-902 4

Final limit switch 3000263-951 4

Switch 3001860-654 4

Switch 3002071-440 4

Push button (emerg.) 3002071-804 8

Contact block 3002071-830 8

Contact block 3002071-831 4

Push button black 3002071-800 8

Push button for light 3002071-801 4

Membrane 3002071-863 8

Selector switch, norm/insp 3000869-155 4

Selector switch, emergency 3000869-156 4

Actuator 9102466-001 4

Flouresent tube 3000815-111 8

Part c3: scope of work 5 c3 tsc3 cover page

ESKOM HOLDINGS SOC Ltd CONTRACT NO. _________

The Provision for the Maintenance of all the permanent Rack and Pinion Elevators at Kusile Power Station for a period of 5 years

(60 months)

Circuit breaker 3001864-108 4

Rectifier 3000600-160 4

Varistor 9081970-000 4

Fuse automatic 3001860-110 5

Battery charger 3001930-002 3

Battery 3001187-330 4

Contactor 3002192-075 4

Contactor 3002192-201 4

Contactor 3002192-356 4

Aux.contact block 3002192-451 8

Aux.contact block 3002192-452 8

Interference protection 3002192-528 4

Relay 3000808-213 4

Relay 3000808-231 4

Relay 3000808-233 4

Relay socket 3000808-215 4

Relay socket 3000808-235 4

Relay contactor 3002192-405 4

Fuse automatic 3000817-410 4

VFC, 15 kW 3002120-026 2

VFC, 30 kW 3002120-028 2

VFC, 45 kW 3002120-030 2

Trailing cable 3002198-500 4

Lubricants

Cog grease, 24 lubrications of the rack, 3001396-108 40

400g

Alioil Tropic, 9041980-000 20

Ali-low-fric cable grease 9052045-000 4

Corrosion protection 3002301-101 14

Corrosion protection 3002301-105 14

Tools

Release tool interlocking 9095407-001 1

Key, interlocking, landing door 9057925-000 1

Cranking lever safety device 9020639-000 1

Socket safety device 0477801-000 1

Wrench for guide roller 0390757-000 1

Total

Total

Part c3: scope of work 6 c3 tsc3 cover page

ESKOM HOLDINGS SOC Ltd CONTRACT NO. _________

The Provision for the Maintenance of all the permanent Rack and Pinion Elevators at Kusile Power Station for a period of 5 years

(60 months)

Part 3: scope of work

Document Title No of

reference pages

This cover

C3.1 Employer’s Service Information

C3.2 Contractor’s Service Information

Total number of pages

Part c3: scope of work 7 c3 tsc3 cover page

ESKOM HOLDINGS SOC Ltd CONTRACT NO. _________

The Provision for the Maintenance of all the permanent Rack and Pinion Elevators at Kusile Power Station for a period of 5 years

(60 months)

C3.1: Employer’s service information

Description of the service

Executive overview

The provision for the maintenance of all permanent rack and pinion elevators at Kusile Power Station for

36Months

Employer’s requirements for the service

The Contractor is expected to do maintenance service on all the permanent rack and pinion elevators at

Kusile Power Station.

More detailed scope is on the Rack and Pinion Elevators Scope of work, Document Identifier: 240-99242525

Qualifications:

Experience:

2 Name:

Qualifications:

Experience:

Part c2: pricing data c2 tsc3 cover

ESKOM HOLDINGS SOC Ltd CONTRACT NO. _________

The Provision for the Maintenance of all the permanent Rack and Pinion Elevators at Kusile Power Station for a period of 5 years

(60 months)

CV's (and further key person's data including

CVs) are in .

A PERIOD OF 5YEAR (60 Months)

Contents: No of

pages

Part C1 Agreements & Contract Data [15]

Part C2 Pricing Data [5]

Part C3 Scope of Work [15]

CONTRACT No. [ ]

Part c2: pricing data c2 tsc3 cover

ESKOM HOLDINGS SOC Ltd CONTRACT NO. _________

The Provision for the Maintenance of all the permanent Rack and Pinion Elevators at Kusile Power Station for a period of 5 years

(60 months)

Part c1: agreements & contract data

Contents: No of

pages

C1.1 Form of Offer and Acceptance [3]

C1.2a Contract Data provided by the Employer [10]

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

Part c2: pricing data c2 tsc3 cover

ESKOM HOLDINGS SOC Ltd CONTRACT NO. _________

The Provision for the Maintenance of all the permanent Rack and Pinion Elevators at Kusile Power Station for a period of 5 years

(60 months)

C1.1 Form of Offer & Acceptance

tenderer:

Name & (Insert name and address of organisation)

signature of

witness

Date

Tenderer’s CIDB registration number:

Part c2: pricing data c2 tsc3 cover

ESKOM HOLDINGS SOC Ltd CONTRACT NO. _________

The Provision for the Maintenance of all the permanent Rack and Pinion Elevators at Kusile Power Station for a period of 5 years

(60 months)

Part C1 Agreements and Contract Data, (which includes this Form of Offer and Acceptance)

Part C2 Pricing Data

Part C3 Scope of Work: Service Information

and drawings and documents (or parts thereof), which may be incorporated by reference into the above

listed Parts.

Part c2: pricing data c2 tsc3 cover

ESKOM HOLDINGS SOC Ltd CONTRACT NO. _________

The Provision for the Maintenance of all the permanent Rack and Pinion Elevators at Kusile Power Station for a period of 5 years

(60 months)

Part c2: pricing data c2 tsc3 cover

ESKOM HOLDINGS SOC Ltd CONTRACT NO. _________

The Provision for the Maintenance of all the permanent Rack and Pinion Elevators at Kusile Power Station for a period of 5 years

(60 months)

C1.2 TSC3 Contract Data

Tel

1 Available from Engineering Contract Strategies Tel 011 803 3008 Fax 086 539 1902 www.ecs.co.za

Part c2: pricing data c2 tsc3 cover

ESKOM HOLDINGS SOC Ltd CONTRACT NO. _________

The Provision for the Maintenance of all the permanent Rack and Pinion Elevators at Kusile Power Station for a period of 5 years

(60 months)

Arbitrators (Southern Africa) or its successor

body.

Part c2: pricing data c2 tsc3 cover

ESKOM HOLDINGS SOC Ltd CONTRACT NO. _________

The Provision for the Maintenance of all the permanent Rack and Pinion Elevators at Kusile Power Station for a period of 5 years

(60 months)

are Z1 to Z11 always apply.

Z1 Cession delegation and assignment

Z1.1 The Contractor does not cede, delegate or assign any of its rights or obligations to any person

without the written consent of the Employer.

Z1.2 Notwithstanding the above, the Employer may on written notice to the Contractor cede and

delegate its rights and obligations under this contract to any of its subsidiaries or any of its

present divisions or operations which may be converted into separate legal entities as a result

of the restructuring of the Electricity Supply Industry.

Part c2: pricing data c2 tsc3 cover

ESKOM HOLDINGS SOC Ltd CONTRACT NO. _________

The Provision for the Maintenance of all the permanent Rack and Pinion Elevators at Kusile Power Station for a period of 5 years

(60 months)

Z2 Joint ventures

Z2.1 If the Contractor constitutes a joint venture, consortium or other unincorporated grouping of two

or more persons or organisations then these persons or organisations are deemed to be jointly

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

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

Part c2: pricing data c2 tsc3 cover

ESKOM HOLDINGS SOC Ltd CONTRACT NO. _________

The Provision for the Maintenance of all the permanent Rack and Pinion Elevators at Kusile Power Station for a period of 5 years

(60 months)

C1.2 Contract Data

11.2(12) The price list is in Rand

11.2(19) The tendered total of the Prices is R

Part c2: pricing data c2 tsc3 cover

ESKOM HOLDINGS SOC Ltd CONTRACT NO. _________

The Provision for the Maintenance of all the permanent Rack and Pinion Elevators at Kusile Power Station for a period of 5 years

(60 months)

Part 2: pricing data

TSC3 Option A

reference pages

C2.1 Pricing assumptions: Option A 2

C2.2 The price list [●]

Part c2: pricing data c2 tsc3 cover

ESKOM HOLDINGS SOC Ltd CONTRACT NO. _________

The Provision for the Maintenance of all the permanent Rack and Pinion Elevators at Kusile Power Station for a period of 5 years

(60 months)

C2.1 Pricing assumptions: Option A

prepared and priced by him.

Part c2: pricing data c2.1 TSC3/A pricing assumptions

ESKOM HOLDINGS SOC Ltd CONTRACT NO. _________

The Provision for the Maintenance of all the permanent Rack and Pinion Elevators at Kusile Power Station for a period of 5 years

(60 months)

• Has taken account of the guidance given in the TSC3 Guidance Notes relevant to Option A;
• Understands the function of the Price List and how work is priced and paid for;
• Is aware of the need to link operations shown in his plan to items shown in the Price List;
• Has listed and priced items in the price list which are inclusive of everything necessary and

incidental to Providing the Service in accordance with the Service Information, as it was at the

time of tender, as well as correct any Defects not caused by an Employer’s risk;

• Has priced work he decides not to show as a separate item within the Prices or rates of other

listed items in order to fulfil the obligation to complete the service for the tendered total of the

provided, a unit of time is stated in the Unit column and the expected length of time (as a quantity of the

stated units of time) is stated in the Expected Quantity column.

Part c2: pricing data c2.1 TSC3/A pricing assumptions

ESKOM HOLDINGS SOC Ltd CONTRACT NO. _________

The Provision for the Maintenance of all the permanent Rack and Pinion Elevators at Kusile Power Station for a period of 5 years

(60 months)

C2.2 the price list

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

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

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

equal to that stated in the payment certificate.

Z8.2 If the Contractor does not provide a tax invoice in the form and

No specific requirements found

B-BBEE Details: med to be jointly

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

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

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

the Contractor on their behalf.

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

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

been given to the Contractor in writing.

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

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

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

Contractor notifies the Employer within seven days of the change.

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

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

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

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

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

obligation to Provide the Service.

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

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

procedures on termination are P1, P2 and P4 as stated in clause 92, and the amount due is A1

and A3 as stated in clause 93.

Z4 Ethics

Z4.1 Any offer, payment, consideration, or benefit of any kind made by the Contractor, whic

guidelines and procedures otherwise provided for under this contract and ensures that his

Subcontractors, employees and others under the Contractor’s direction and control,

likewise observe and comply with the foregoing.

Z7.2 The Contractor, in and about the execution of the service, complies with all applicable

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

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

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

Part c2: pricing data c2 tsc3 cover

ESKOM HOLDINGS SOC Ltd CONTRACT NO. _________

The Provision for the Maintenance of all the permanent Rack and Pinion Elevators at Kusile Power Station for a period of 5 years

(60 months)

Z8 Provision of a Tax Invoice and interest. Add to core clause 51

Z8.1 Within one week of receiving a payment certificate from the Service Manager in terms of core

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

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

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

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

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

constitute a repudiation of this agreement.

clauses and the clauses for main Option:

A: Priced contract with price list

dispute resolution Option W1: Dispute resolution procedure

and secondary Options

X1: Price adjustment for inflation

X2: Changes in the law

X17: Low service damages

X18: Limitation of liability

X19: Task Order

X20 : Key performance indicators

Z: Additional conditions of contract

of the NEC3 Term Service Contract April

20131 (tsc3)

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

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

incorporated in terms of the company laws of

the Republic of South Africa

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

51.1 The currency of this contract is the South African Rand

51.2 The period within which payments are

made is 30 days as per Eskom Finance Procedures

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

(calculated on a 365-day year) charged by from

time to time by the Bank of South Africa

Reserve Bank Limited (as certified, in the event

of any dispute, by any manager of such bank,

whose appointment it shall not be necessary to

prove) for amounts due in Rands and

Part c2: pricing data c2 tsc3 cover

ESKOM HOLDINGS SOC Ltd CONTRACT NO. _________

The Provision for the Maintenance of all the permanent Rack and Pinion Elevators at Kusile Power Station for a period of 5 years

(60 months)

(ii) the Repo rate applicable at the time for

amounts due

80.1 The Employer provides these insurances None

from the Insurance Table

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

elsewhere in this Contract Data.

X17 Low service damages Limited to 10% of the Task Order value

X17.1 The service level table is in As per Annexure “B"

X18 Limitation of liability

X18.1 The Contractor’s liability to the Employer

for indirect or consequential loss is limited

to R0.0 (zero Rand)

X18.2 For any one event, the Contractor’s (See Annexure A for basic guidance).

liability to the Employer for loss of or

damage to the Employer’s property is

limited to

X18.3 The Contractor’s liability for Defects due to The greater of

his design of an item of Equipment is limited

to

• the total of the Prices at the Contract Date

and

• the amounts excluded and unrecoverable

from the Employer’s insurance (other than

the resulting physical damage to the

Employer’s property which is not excluded)

plus the applicable deductibles in the

Employer’s assets and works / maintenance

Part c2: pricing data c2 tsc3 cover

ESKOM HOLDINGS SOC Ltd CONTRACT NO. _________

The Provision for the Maintenance of all the permanent Rack and Pinion Elevators at Kusile Power Station for a period of 5 years

(60 months)

policies available on

http://www.eskom.co.za/Tenders/InsurancePoli

ciesProcedures/Pages/EIMS_Policies_

From_1_April_2014_To_31_March_2015.aspx

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

in connection with this contract, other than

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

excluded matters is not limited.

for which the Contractor is liable under this

contract for

• Defects due to his design, plan and

specification,

• Defects due to manufacture and fabrication

outside the Affected Property,

• loss of or damage to property (other than

the Employer’s property, Plant and

Materials),

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

right.

X18.5 The end of liability date is 12 months after the end of the service period.

X19 Task Order

X19.5 The Contractor submits a Task Order

programme to the Service Manager within Five (5) days of receiving the Task Order

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

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

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

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

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

obligation to Provide the Service.

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

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

procedures on termination are P1, P2 and P4 as stated in clause 92, and the amount due is A1

and A3 as stated in clause 93.

Z4 Ethics

Z4.1 Any offer, payment, consideration, or benefit of any kind made by the Contractor, which

constitutes or could be construed either directly or indirectly as an illegal or corrupt practice, as

an inducement or reward for the award or in execution of this contract constitutes grounds for

terminating the Contractor’s obligation to Provide the Service or taking any other action as

appropriate against the Contractor (including civil or criminal action).

Z4.2 The Employer may terminate the Contractor’s obligation to Provide the Service if the Contractor

(or any member of the Contractor where the Contractor constitutes a joint venture, consortium

or other unincorporated grouping of two or more persons or organisations) is found guilty by a

competent court, administrative or regulatory body of participating in illegal or corrupt practices.

otherwise, whether in connection with any procurement process or contract with the Employer

or other people or organisations and including in circumstances where the Contractor or any

such member is removed from the approved vendor data base of the Employer as a

consequence of such practice.

Z4.3 Notwithstanding the provisions of core clause 90.2, the procedures on termination in terms of

this clause are P1, P2 and P4 as stated in the core clause 92 and the amount due is A1 and A3

as stated in core clause 93.

Part c2: pricing data c2 tsc3 cover

ESKOM HOLDINGS SOC Ltd CONTRACT NO. _________

The Provision for the Maintenance of all the permanent Rack and Pinion Elevators at Kusile Power Station for a period of 5 years

(60 months)

Z5 Confidentiality

Z5.1 The Contractor does not disclose or make any information arising from or in connection with

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

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

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

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

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

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

Z5.2 If the Contractor is uncertain about whether any such information is confidential, it is to be

regarded as such until notified otherwise by the Service Manager.

Z5.3 In the event that the Contractor is, at any time, required by law to disclose any such information

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

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

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

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

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

confidential treatment will be afforded to the information so disclosed.

Z5.4 The taking of images (whether photographs, video footage or otherwise) of the Affected

the event, he is not entitled to a change in the Prices.

Z10 Employer’s limitation of liability

Z10.1 The Employer’s liability to the Contractor for the Contractor’s indirect or consequential loss is

limited to R0.00 (zero Rand)

Z10.2 The Contractor’s entitlement under the indemnity in 82.1 is provided for in 60.1(12) and the

Employer’s liability under the indemnity is limited to compensation as provided for in core

clause 63 and X19.11 if Option X19 Task Order applies to this contract.

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

Z11

point, after the words "against it":

Z11.1 or had a business rescue order granted against it.

Z12 Contract Financial Commitments

Z12.1 Task orders will be issued by the Service Manager on an “as and when” required basis. The

liability of the Employer is limited to the total of the Prices stated in the specific Task Order and

not the total Price stated in the Service Information. The Employer is not obliged to issue any

Part c2: pricing data c2 tsc3 cover

ESKOM HOLDINGS SOC Ltd CONTRACT NO. _________

The Provision for the Maintenance of all the permanent Rack and Pinion Elevators at Kusile Power Station for a period of 5 years

(60 months)

Annexure A: Insurance provided by the Employer

provided by the Employer. The Contractor must obtain its own advice. Details of the insurance itself are

available from the internet web link given below.

1. Services provided in a TSC3 contract could include some element of construction or refurbishment as

well as a continuous maintenance or operational service activity. If an event occurs which causes loss

or damage, a claim could be made either against the Employer’s “works” type policy which may be in

place for the Employer’s portion of the Affected Property concerned or against the Employer’s assets

policy which may be in place for the Employer’s portion of the Affected Property concerned, or both.

3. The Contractor is required in terms of Contract Data for clause 83 to provide cover for the deductibles in

the insurance provided by the Employer. This can be provided from his own resources on a ‘self

insured’ basis or obtained by him from his own insurers. In order to assess the extent of this cover,

tendering contractors and their brokers should consult the internet web link given below and scroll to

‘Format TSC3’ to establish both the cover and the deductibles in relation to the service provided in

terms of this contract.

on the internet web link listed below and may not be the cover required by the tendering contractor or as

intended by each of the listed insurances in the left hand column of the Insurance Table in clause 83.2.

In terms of clause 83.1 “the Contractor provides the insurances stated in the Insurance Table except any

insurance which the Employer is to provide”. Hence the Contractor provides insurance which the

insures for the difference between what the Insurance Table requires and what the Employer provides.

5. If Marine Insurance is required the Contractor needs to obtain a copy of the latest edition of Eskom’s

http://www.eskom.co.za/Tenders/InsurancePoliciesProcedures/Pages/EIMS_Policies_

From_1_April_2014_To_31_March_2015.aspx

Part c2: pricing data c2 tsc3 cover

ESKOM HOLDINGS SOC Ltd CONTRACT NO. _________

The Provision for the Maintenance of all the permanent Rack and Pinion Elevators at Kusile Power Station for a period of 5 years

(60 months)

Annexure B: Table of low service damages (X17)

a) All maintenance as per O&M manuals and the Lift Maintenance Strategy

b) Cable fault location

c) Carry out cable joints according to regulations and O&M manuals

d) Installing, replacing, repairing and terminations

e) Maintenance of all earthing

f) Testing and other required tests

g) Maintenance of cableways and cable guides for debris

h) Maintenance of cable supports and baskets and/or trolleys

i) Maintenance of cable crunches, joints and glands

j) Check all cables for wear and ensure that there are no kinks.

k) Also check cable attachments and fixtures in lift mast.

l) Check all screw joints of racks and mast joints are properly tightened as well as those

attaching mast in base frame

m) Disconnecting and reconnecting cables

n) Ensure all hazardous location specifications are adhered to

o) Attend to breakdowns, defects, fault finding and carrying out repairs

p) Maintenance of cable trolleys and baskets

Insufficient searchable text - AI extraction recommended

Specific eligibility criteria are not detailed in the provided extract. Bidders should refer to the full tender documentation for standard Eskom requirements, which typically include: Valid CIDB grading, proof of similar experience in rack-and-pinion lift maintenance, OEM certification or partnership (Alimak Hek), financial stability, and compliance with South African safety and labor regulations. Security clearance for personnel is implied as a requirement.

The project is for the maintenance of rack and pinion lifts at Kusile Power Station for a period of three (3) years.

• Scope includes maintenance of multiple lifts: U1 to U6 ACC Lifts, Coal Silo No.1 Lift, Chimney East Lift, and Chimney West Lift.
• All lifts are electrically driven rack and pinion type, manufactured by Alimak Hek.
• Each lift has a load capacity of 1000kg/13 persons (ACC and Coal Silo) or 1400kg/16 persons (Chimney lifts).
• Maintenance duration is 36 months.
• The work includes preliminaries and general items: Safety File, Medicals (Entry and Exit), Security Clearance certification, and PPE.
• Provision of tools, equipment, and a detailed spares list is required.

The pricing schedule includes:

• Preliminaries and General: Safety File (once off), Medicals (yearly and once off), Security Clearance (yearly), PPE (yearly).
• Maintenance of Lifts: Monthly rates for each lift over 36 months.
• Labour: Technician and Assistant at hourly rates for estimated 40 hours per month over 36 months.
• Comprehensive Inspections: 24 monthly inspections priced per lift.
• Tools, Equipment and Spares: Detailed list of spares for Chimney lifts and Coal Silo/ACC lifts with quantities and unit prices.
• All totals are exclusive of VAT.

Closing time: 10:00 (as per tender record).

Additional dates:

• SARB exchange rate reference date: 12:00 on the date of bid advertisement (for local content calculations).

Submit the following returnable documents by the stipulated deadline:

• Signed Local Content Declaration Certificate (SBD 6.2).
• Annex C: Local Content Declaration (Summary Schedule).
• Annex D and E: Supporting schedules (retain for 5 years; successful bidders must update these continuously during the contract).
• Proof of SARB exchange rates used for local content calculations.

Disqualification risks:

• Failure to submit the Declaration Certificate and Annex C by the deadline.

Mandatory returnable documents:

• SBD 6.2: Signed Local Content Declaration Certificate.
• Annex C: Local Content Declaration (Summary Schedule) – submit by the bid deadline.
• Annex D: Imported Content Declaration (Supporting Schedule to Annex C) – retain for verification (5 years).
• Annex E: Local Content Declaration (Supporting Schedule to Annex C) – retain for verification (5 years).

Notes:

• Successful bidders must continuously update Annex C, D, and E with actual values during the contract.
• For bids with multiple products, use the local content percentages from Annex C for each product.

Scope: Maintenance of all permanent rack and pinion elevators at Kusile Power Station for 5 years (60 months).

Local content requirements:

• Only locally produced/manufactured goods with stipulated minimum thresholds (per SATS 1286:2011) will be considered for designated sectors.
• Sub-contracting must not reduce the overall local content below the stipulated threshold.
• Local content percentage (LC) must be calculated using the formula: LC = [1 - (imported content in ZAR / bid price excluding VAT)]

• Imported content values must use SARB exchange rates at 12:00 on the bid advertisement date.

Pricing requirements:

• Bid price must exclude VAT.
• Local content percentage must be calculated using the formula: LC = [1 - (imported content in ZAR / bid price)]

• Imported content (x) must be converted to ZAR using SARB exchange rates at 12:00 on the bid advertisement date.
• Submit proof of SARB exchange rates used.

Documentation:

• Consolidate pricing and local content data in Annex C (Summary Schedule), supported by Annex D (Imported Content) and Annex E (Local Content).

Pricing and local content:

• Bid price must exclude VAT.
• Imported content (x) must be converted to ZAR using SARB exchange rates at 12:00 on the bid advertisement date.
• Local content percentage must be calculated per SATS 1286:2011 and verified using Annex C, D, and E.
• Successful bidders must maintain and update local content declarations for the contract duration.

Mandatory compliance:

• Submit SBD 6.2 (Local Content Declaration Certificate) and Annex C by the deadline.
• Comply with SATS 1286:2011 for local content calculations and verification.
• Retain Annex D and E for 5 years for audit purposes.
• Ensure goods/services meet the stipulated minimum local content thresholds (refer to Annex A of SATS 1286:2011).
• Sub-contracting must not reduce local content below the threshold.
• B-BBEE: No explicit B-BBEE level stated, but compliance with PPPFA and local content rules is mandatory.

Non-compliance risks:

• Disqualification for missing or incorrect declarations.
• Penalties under PPPFA Regulation 9.1 for unverifiable or false data.

Local content and production requirements:

• The Department of Trade, Industry and Competition (dtic) promotes local production and content for designated sectors.
• Organs of state must advertise tenders in designated sectors with the condition that only locally produced/manufactured goods meeting stipulated minimum local content thresholds will be considered.
• Local content must be calculated per SATS 1286:2011 (Edition 1), using the formula: LC = [1 - (x / y)]

• 100, where x = imported content in ZAR and y = bid price excluding VAT.

• Bidders must refer to Annex A of SATS 1286:2011 for stipulated minimum thresholds.
• Guidance and templates (Annex C, D, E) are available at no cost via the dtic website: http://www.thedti.gov.za/industrial development/ip.jsp.

Local content obligations:

• Contracts in designated sectors must maintain the stipulated minimum local content threshold throughout the contract period.
• Sub-contracting is permitted but must not reduce the overall local content below the threshold.
• Successful bidders must continuously update local content declarations (Annex C, D, E) with actual values for the contract duration.

Verification:

• Procurement Authority reserves the right to verify local content compliance per SATS 1286:2011.
• Non-compliance may result in penalties under PPPFA Regulation 9.1.

Evaluation is conducted under the Preferential Procurement Regulations, 2022, as per the Preferential Procurement Policy Framework Act (PPPFA), 2000.

Key evaluation considerations:

• Accuracy and verifiability of local content declarations (per SATS 1286:2011).
• Compliance with minimum local content thresholds.
• Submission of all required declarations (SBD 6.2, Annex C, D, and E).

• Technical Evaluation Team (TET) members: Buti Makunyane (Senior Tech Supervisor), Sthuli Mbatha (EMD Snr Tech), Kunaal Dharamraj (System Engineer).
• Document authorisation: Bongekile Makini (EMD Manager), Kunaal Dharamraj (System Engineer), Tsholo Seloro (Senior Advisor).
• Development team: Buti Makunyane, Kunaal Dharamraj, Tsholo Seloro, Sthuli Mbatha.
• Note: No submission address, email, or phone contacts provided in this document. Refer to the main tender advertisement for Supply Chain Management contact details.

• Appendices: Table 9 (Background and Experience of Similar Completed) is issued for the tenderer to complete with relevant information: client/customer details, name of company where project executed, project description, contract completion certificate, contract value, verifiable reference (contact person, tel/cell/mail/address), and any additional comments.
• Other returnables: Mandatory criteria require proof of experience details and DOL registration certificate. Qualitative criteria require OEM agreement letter, CVs and certificates for personnel, methodology statement, and approved Quality Control Plans.

• Scope: Maintenance of all permanent rack and pinion elevators at Kusile Power Station for a period of 5 years (60 months).
• Details: Kusile Power Station has 9 rack and pinion lifts. Maintenance must comply with lift, escalator, and passenger conveyor regulations and OEM specifications.
• Service requires: A competent lift service provider and a registered lift inspector registered with ECSA.
• Coverage: Both mechanical and electrical maintenance of the lifts.
• Full scope of work: Refer to Kusile Power Station Scope of Work – the maintenance of all rack and pinion lifts (Document Number: 240-99242525).
• Applicable standards and references include: ISO 9001 Quality Management Systems, National Environmental Management Waste Act, National Environment Management Act, Occupational Health and Safety Act, SANS 1545-10 (Testing and Inspection of lift), SANS 53015 (Maintenance of lifts and elevators), SANS 14798 (Risk assessment and reduction), SANS 50081-80 (Safety rules for existing lifts), Eskom standard 240-75850027 (Inspection, Testing and Maintenance of Lifts, Escalators and Passenger Conveyors), and Occupational Health and Safety Act Lift Regulations (GNR. September 2010).
• Supporting documents: Refer to document numbers 240-99242525 for roles/responsibilities and monitoring, and 240-75850027 for inspection/testing/maintenance standard.

• Methodology statement requirement: Bidder must provide a detailed comprehensive methodology statement indicating resources, procedures, timelines, tools, and standards as part of qualitative evaluation (20% weighting).
• Scoring: 5 points if detailed method statement provided, 0 if no submission.

• Mandatory experience: Provide proof of experience in rack and pinion lift maintenance/services for similar scope with minimum 3 years duration and evidence of 3 contracts. Details must include: name of company, project description, construction period, and verifiable reference (contact person, tel/cell/email/address).
• Personnel qualifications: a) Site Supervisor: National Diploma (Mechanical or Electrical) with 5+ years experience preferred. b) Lift Technician: National Diploma (Mechanical or Electrical) plus Lift Trade Test certificate or proof of results, with 5+ years experience preferred. c) Semi-skilled Assistant: Matric certificate plus basic hand tools and safety certificates, with 5+ years experience preferred.
• Background and experience table: Appendix includes Table 9 for tenderer to complete with details of similar completed projects.

• Quality standards: Must comply with ISO 9001 Quality Management Systems.
• Specific standards: SANS 1545-10 (Testing and Inspection of lift), SANS 53015 (Maintenance of lifts and elevators), SANS 14798 (Risk assessment and reduction), SANS 50081-80 (Safety rules for existing lifts), and Eskom standard 240-75850027.
• Quality Control Plan requirement: Bidder must submit a completed and signed Quality Control Plan indicating tasks, hold points, and witness points as part of qualitative evaluation (10% weighting).

• Mandatory requirement: Provide certified copy of certificate for company registration as a Lifting Machinery entity with the Department of Labour (DOL). This is a regulatory requirement.
• References to Broad-Based Black Economic Empowerment (BBEEE) and Supplier Development and Localisation (SD&L) are noted, but no specific B-BBEE level or local content requirements are detailed in this document.
• Other compliance references include: ISO 9001, environmental acts, occupational health and safety acts, and Eskom procurement policies, but no explicit tender compliance instructions (e.g., CSD, tax clearance, CIDB) are provided in this evaluation strategy.

• Reference: Broad-Based Black Economic Empowerment (BBEEE) is listed as an abbreviation, but no specific requirements or scoring details are provided in this evaluation strategy document.

• Regulatory compliance: Must comply with Occupational Health and Safety Act and Regulations, including the Lift, Escalator and Passenger Conveyor Regulations (GNR. September 2010).
• References: National Key Points Act, Eskom Plant Safety Regulations (36-681), Contractor OHS Management Strategy, Contractor Safety Improvement Plan, and GVLIR 0007 (Safety, Health and Environment Specifications for Contractors).
• Personnel requirements: Semi-skilled assistants must provide safety certificates.

• Environmental compliance: Must comply with National Environmental Management Waste Act and National Environment Management Act.
• Specific reference: Kusile Power Station Waste Management Work Instruction (240-105776552).

• Acceptable technical risks: Alternative solutions with similar specified material.
• Unacceptable technical risks: Copies of requested certificates with expired dates; off-spec product.
• Acceptable technical exceptions/conditions: Deviations with technical justification.
• Unacceptable technical exceptions/conditions: Deviations without technical justification.

• Mandatory requirements: 1) Proof of experience: Minimum 3 years in similar rack and pinion lift maintenance, with evidence of 3 contracts. Provide details: company name, project description, construction period, verifiable reference. 2) DOL registration: Certified copy of certificate for company registration as a Lifting Machinery entity.
• Note: Full scope of work is in separate document (240-99242525).

• Technical evaluation threshold: Minimum weighted final score of 70% required.
• Mandatory criteria: Experience proof and DOL registration.
• Qualitative criteria with weightings: OEM letter (40%), skilled personnel (30%), methodology statement (20%), quality control plans (10%). Detailed scoring per sub-criteria provided.
• TET responsibilities: All members evaluate all criteria.
• Acceptable/unacceptable risks and exceptions: Acceptable: alternative solutions with similar material, deviations with technical justification. Unacceptable: expired certificates, off-spec product, deviations without justification.

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.

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 2022/2023 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

• National Transmission Company SA

The Pack is based on legislation and case law applicable to the 2022/2023 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 2022/2023 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 2022/2023 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 2022/2023 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 2022/2023 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 2022/2023 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 2022/2023 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 2022/2023 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 2022/2023 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 2022/2023 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 2022/2023 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 2022/2023 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 2022/2023 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 2022/2023 Tax Years

Summary for ID No. Vendor No:

Company/Close Corporation/Trust Summary

Please si n

the following

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

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 2022/2023 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 2022/2023 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

• National Transmission Company SA

The Pack is based on legislation and case law applicable to the 2022/2023 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 2022/2023 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 2022/2023 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 2022/2023 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 2022/2023 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 2022/2023 Tax Years

Applicable to the 2022/2023 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 2022/2023 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 2022/2023 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 2022/2023 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 2022/2023 Tax Years

Appendix 6

Applicable to the 2022/2023 Tax Years

Appendix 7

Applicable to the 2022/2023 Tax Years

Appendix 8

Applicable to the 2022/2023 Tax Years

Appendix 9

Applicable to the 2022/2023 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 2022/2023 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 2022/2023 Tax Years

{"name":null,"email":"[email protected]","phone":null,"department":null,"address":null}

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 N/A

3.13 Functionality requirements Functionality requirements are applicable

functionality criteria

Threshold 70%

Tenderers who do not meet the threshold for functionality scoring will be

3.15 Evaluation of Price Prices will be evaluated as follows

exchange fluctuations (if applicable) and on other evaluation

6. Unconditional discounts will be taken into account for evaluation
7. Conditional discounts will not be taken into account for evaluation

Prices will be scored out of [80 or 90] points

3.18 Evaluation of Specific Goals Specific goals will be scored out of [20 or 10] points in accordance with

the PPPFA.

If a tenderer fails to submit evidence of its points claim f

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

[90/10 or 80/20] system. Eskom will add the score from Pricing and

Specific Goals together and rank the suppliers from the highest to the

1. 90/10 for tender with a rand value above R50 million or
2. 80/20 for tender with rand value equal to or below R50 million

state that either 80/20 or 90/10 will apply should there be a degree

tender will be used to determine the applicable preference system.]

Section 1: Specific Goals

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

Section e:

E.1 Completed and Signed Form A

Other safety/quality Refer to attached Safety, Quality Requirement. √

documents as required

per scope of works

Environmental a) Environmental Policy in line with ISO √

14001:2015 signed by company CEO or COO.

b) An Aspect/Impact register or an environmental

management plan (relevant to the scope of

work)

Due Diligence/financial Audited Financial Statements of the tenderer for the √

analysis previous 18 months, or to the extent that such

statements are not available, for the last year.

In the case of a joint venture or special purpose

vehicle (SPV) specially formed for this tender, audited

financial statements for each participant in the JV /

SPV must be submitted.

Start-up enterprises formed within the last 12 months

are not required to submit audited financial

statements, but if successful in this Invitation to

Tender ; will be required to furnish statements for the

first year once available.

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Reference Returnable From Suppliers at at **

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

to Tender Returnable Returnable Returnable

Documents required under

Functionality/techinical criteria

Functionality/Technical Refer to attached Technical Evaluation Criteria. √

Controlled Disclosure

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Annexure a

Authorisation form

Indicate the status of the tenderer by ticking the appropriate box below.

A b c d e f

Company close partnership joint sole trust

Corporation venture proprietor

The tenderer must complete the appropriate certificate set out below for its category of organisation.

If the tenderer is a company, close corporation, joint venture, or trust the tenderer must attach a

certified copy the document that is proof of the contents of the certificate (resolution of the board of

directors of a company, members’ resolution of a close corporation, power of attorney in the case of

a joint venture, or resolution of the board of trustees of a trust).

Note further that, in addition to completing the relevant certificate for category of organisation, the

authorised representative of the tenderer is also required to complete and sign the table at the end

of this Authorisation Form.

A. Certificate for company

I,_ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ . _ _ , in my capacity as _ _ _ _ _ _ _ _ _ _ _ of the

board of directors of _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _, hereby

confirm that by resolution of the board taken on _ _ _ __ _ _ _ _ (date), Mr/Ms _ _ _ _ _ _ _ _ _ _ _

_ _ _ _ _ _ _ _ _ _ _ _ _ , acting in his/her capacity of _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _, is

authorised to submit this tender on behalf of the company, and to sign all documents in connection

with this tender and any contract that may result from it on behalf of the company. A certified copy of

the resolution of the board is annexed to this Form.

Signed: Date:

Name: Position:

B. Certificate for close corporation

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I,_ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ . _ _ , in my capacity as member of _ _ _ _ _ _ _ _

_ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _, hereby confirm that by majority vote of the

members taken on _ _ _ __ _ _ _ _ (date), Mr/Ms _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ , acting

in his/her capacity of _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _, is authorised to submit this tender

on behalf of the close corporation, and to sign all documents in connection with this tender and any

contract that may result from it on behalf of the close corporation. A certified copy of the members’

resolution is annexed to this Form.

Signed: Date:

Name: Position:

C. Certificate for partnership

We, the undersigned, being the key partners in the business trading as _ _ _ _ _ _ _ _ _ _ _ _ _ _ _

_ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ hereby authorise Mr/Ms _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _, acting in his/her

capacity of _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _, to submit this tender on behalf of the partnership,

and to sign all documents in connection with the tender and any contract that may result from it on

behalf of the partnership.

Name Address Signature Date

NOTE: This certificate is required to be completed and signed by the full number of Partners

necessary to commit the Partnership. Attach additional pages if more space is required.

D. Certificate for Joint Venture

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We, the undersigned, are submitting this tender offer in Joint Venture and hereby authorise Mr/Ms _

_ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _, an authorised signatory of _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _

_ _ _ _ _ _ _ _ _ _ _ _ , being the lead member in the Joint Venture, to sign all documents in connection

with the tender and any contract that may result from it on behalf of all the members in the Joint

Venture.

This authorisation is evidenced by the attached power of attorney signed by the legally authorised

signatories of all the members in the Joint Venture.

We attach to this Form a certified copy of the Joint Venture Agreement which incorporates a statement

that all members in the Joint Venture are liable jointly and severally for the execution of the contract,

a term that indicates which member will be the lead member, and terms that indicate the ratios

according to which work and payment will be divided amongst the members.

Name of JV member Address Authorised signature,

name and capacity

Lead member

Member

Member

Member

NOTE: This certificate is required to be completed and signed by all members of the joint

venture. Attach additional pages if more space is required.

E. Certificate for sole proprietor

I, _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _, hereby confirm that I am the sole proprietor of the

business trading as _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _

Signed: Date:

Name: Position:

(Sole Proprietor)

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F. Certificate for trust

I,_ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ . _ _ , in my capacity as _ _ _ _ _ _ _ _ _ _ _ of the

board of trustees of _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _, hereby confirm

that by resolution of the board of trustees taken on _ _ _ __ _ _ _ _ (date), Mr/Ms _ _ _ _ _ _ _ _ _

_ _ _ _ _ _ _ _ _ _ _ _ _ _ _ , acting in his/her capacity of _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _

_, is authorised to submit this tender on behalf of the trust and to sign all documents in connection

with this tender and any contract that may result from it on behalf of the trust. A certified copy of the

resolution of the board of trustees is annexed to this Form.

Signed: Date:

Name: Position:

NOTE: The table below must also be fully completed by all tenderers in addition to the

certificate that was selected and completed above.

Name of tenderer:

Full names of authorised signatory:

Designation and capacity:

Signature of authorised signatory

Date of signature:

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Annexure b

Acknowledgement form

We are in receipt of the Invitation to Tender/Proposal from Eskom Holdings SOC Ltd and the following

addenda issued by Eskom:

We confirm that the documentation received by us is: (Indicate by ticking the box)

Correct as stated in the Invitation to Tender / RFP Content List, and that each document is complete. 

Or: Incorrect or incomplete for the following reasons: 

Cataloguing Acknowledgement:

Please select the relevant statement by ticking the appropriate box below:

1. We agree to provide the cataloguing information as described in the Invitation to Tender 
2. We have already supplied Eskom with the cataloguing information pertaining to this Invitation to

Tender in a previous contract/order [insert previous contract/order number]  __________

3. We do not intend to provide the required cataloguing information for the reasons stated hereunder:



4. We are a Distributor/Importer/Agent and our Principal, being the Original Equipment Manufacturer

(OEM), is or is not [delete whichever is not applicable] in the position to supply cataloguing

information for items. We attach the letter from the OEM confirming its position. 

Invitation to Tender/Request for Proposal No: ____________________

Name of Tenderer: ___________ _ _

Country of registration: _______________________________________

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Full names of contact person: __________________________________

Contact details:

Tel (landline):

Cell phone:

e-mail address:

Name of tenderer:

Full names of authorised signatory:

minimum requirements of ISO 9001 Quality

Effective Date 07 April 2026

Review Date April 2031

Reference Returnable From Suppliers at at **

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

to Tender Returnable Returnable Returnable

SECTION C: Contract Quality Plan Requirements

work

SECTION D: Quality Control Plan Requirements

QCP /Checklist/ ITP (Quality Control Plans) as per

Scope of Works

Effective Date 07 April 2026

Review Date April 2031

Number Description Annexure Attached (Y /

N / n/a)

expected to be subcontracted out in one or more of

the following CIDB classes of construction works:

i) Civil Engineering (CE)

ii) Electrical Engineering Work (EB)

iii) General Building Works (GB)

iv) Mechanical Engineering (ME)

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

2.33 Cataloguing The successful tenderer may be required to provide the cataloguing

information per item after contract award and will need to ensure that all

materials delivered to Eskom are labelled in line with Eskom’s labelling

specifications as may be stipulated by Eskom. Where cataloguing is a

requirement, the Pricing Schedule must also include a line item for

cataloguing, which tenderers are required to quote for. Eskom will pay

for the cataloguing.

2.34 Provision of Security for The following forms of security are required for this tender:

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

[90/10 or 80/20] system. Eskom will add the score from Pricing and

NEC or other Contract NEC or other Contract, completed in full. √

Pricing schedule Completed pricing schedule (if not already submitted √

in the NEC or other Contract).

Payment Terms: 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

contractor grading of 6SI

tax compliance is required

tax compliance status ___________________

tax compliance certificate as a tender returnable by

CSD registration

CSD number)

CSD Registration (CSD √

CSD Report)

CSD number

Central Supplier Database (CSD), please provide your supplier registration number with

joint venture agreement

Joint Venture Agreement which incorporates a statement

power of attorney in the case of

power of attorney signed by the legally authorised

Proof of ownership / shareholding (preferably CIPC documentation)

2.28 CIDB Requirements (where CIDB Requirements are applicable

Development Board (CIDB) contractor grading of 6SI or 6ME or

Goals (CSDG) is

B-BBEE Minimum Level: 0

Points Allocation: 0 points

B-BBEE Details: d.

The following objective criteria apply to the tender:

Supplier Development Localisation and Industrialisation:

Section 1: Specific Goals

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

specified for the tender. The points scored for the specific goal must be added

to the points scored for price and the total must be rounded off to the nearest

two decimal places. Subject to section 2(1)(f) of the Preferential Procurement

Policy Framework Act, the contract must be awarded to the tenderer scoring the

highest points.

Number of points Number of points

B-BBEE Status Level of Contributor

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

1 10 20

2 9 18

3 6 14

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Clause Number from Standard

Tender Data

Conditions of Tender

4 5 12

5 4 8

6 3 6

7 2 4

8 1 2

Non-compliant contributor 0 0

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

• Valid B-BBEE certificate issued by a SANAS accredited verification

agency / sworn affidavit / CIPS affidavit.

• Proof of ownership / sharehol

the contract the CSDG established in the CIDB

Infrastructure contracts published in GN 1779,

Government Gazette No. April 2023].

1.1.17 Contract Participation Goals (CPG) N/A

(if applicable)

[Note that the requirements of a contract

participation goal relating to the engagement of

targeted enterprises as established in the aforesaid

standard applies to:

(a) construction works contracts in the General

Building (GB) and to Civil Engineering (CE) classes

of construction works;

(b) construction works contracts of an estimated

minimum project duration of 6 months; and

(c) construction works contracts in which at least

25% of the main contract could reasonably be

• SHEQ requirements; and/or
• Financial viability (submission of financial statements); and/or
• Any other as may be stipulated.

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)

means that all service providers should submit the

returnable on the tender closing date. OHS will

evaluate the service providers that have passed

functionality and mandatory. The service providers

who have not submitted all the requirements or the

compliance standards is not satisfactory, OHS will

request the outstanding documents from the service

providers only once through the buyer. The service

providers will be given 7 working days to respond to

the request. The service providers who responded

within the stipulated time will be re-evaluated, failure

to submit the outstanding document will be rendered

non-responsive. The evaluation report will be

submitted to procurement. This Safety requirements

are for tender phase, upon signing the contract the

service providers shall comply with the Safety OHS

requirements. No work may commence until the

tendering:

• Annexure B: SHE requirement for tender

enquiries;

• OHS plan must be aligned with the OHS

specification and scope of work.

• Costing for Safety Health and Environmental

management (the following are minimum

requirements but not limited, medical fitness

assessment, PPE, Trainings);

• Baseline Risk Assessment (BRA : Identification,

assessment and management of OHS risks

related to the scope of work. The methodology

used for the risk assessment must be provided

together with the BRA

• Valid Letter of Good Standing;
• policy signed by CEO/ MD; and
• OHS Competency (Consider scope of work, risks,

SHE plan and applicability) CV,s and

qualifications / certificates.

should submit a safety file within 2 weeks prior the

commencement of activities on site. The safety file

must be as per the issued OHS specification.

Quality Category 3: Quality Requirements √

E.1 Completed and Signed Form A

Other safety/quality Refer to attached Safety, Quality Requirement. √

documents as required

per scope of works

Environmental a) Environmental Policy in line with ISO √

14001:2015 signed by company CEO or COO.

b) An Aspect/Impact register or an environmental

management plan (relevant to the scope of

work)

Due Diligence/financial Audited Financial Statements of the tenderer for the √

analysis previous 18 months, or to the extent that such

statements are not available, for the last year.

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 (The

upload size per document is 500 megabytes and total submission

is restricted to 4 gigabytes).

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.

Document does not specify detailed eligibility criteria. Applicants should refer to full tender documents for B-BBEE requirements, safety compliance, financial stability, and technical qualifications typically required by Eskom for such contracts.

• Note: SBD 6.2 Declaration Form and Annex C (Local Content Declaration-Summary Schedule) are tender returnables if applicable.

• Evaluation uses a preference points system under the Preferential Procurement Policy Framework Act.
• A maximum of 10 out of 20 points (for an 80/20 system) may be awarded for B-BBEE status.
• Points for B-BBEE are added to the price score and the total is rounded to two decimal places.
• The contract is awarded to the tenderer scoring the highest total points.
• If you fail to provide the required B-BBEE documentation, you will not be disqualified but:

• You will only be scored on price out of a maximum of 80 points.
• You will score 0 out of 20 points for the B-BBEE specific goal.

• The scope involves work at Kusile Power Station.
• The document mentions a project duration of 4 months, but this may be inconsistent with the tender title.
• Note: Failure to meet the CIDB Construction Skills Development Goal (CSDG) mandatory percentage will render your tender non-responsive.

• Tenderers are advised to approach their relevant SETAs to access grants, subsidies, and incentives for skills development.
• Note: The cost of developing requisite skills is fully the responsibility of the tenderer; Eskom will not make any financial contribution.

• Your tender pricing response must be separated into its components as per the Price Schedule included with the tender documents.
• Local procurement content is calculated as total spending minus the imported component.

• Your tender pricing response must be separated into its components as per the Price Schedule included with the tender documents.
• Local procurement content is defined as total spending minus the imported component.

• A valid B-BBEE certificate or Sworn Affidavit is a condition for contract award.
• Required documents to claim B-BBEE preference points include:

• A valid B-BBEE certificate from a SANAS accredited verification agency, OR a sworn affidavit/CIPS affidavit.
• Proof of ownership/shareholding (preferably CIPC documentation) including a shareholding breakdown.
• Certified ID copies of shareholder(s).
• Proof of Disability (where applicable).
• For a trust, consortium, or joint venture, a consolidated B-BBEE status level verification certificate.

• B-BBEE points are allocated based on your status level:

• Level 1: 20 points (80/20 system)
• Level 2: 18 points
• Level 3: 14 points
• Level 4: 12 points
• Level 5: 8 points
• Level 6: 6 points
• Level 7: 4 points
• Level 8: 2 points
• Non-compliant contributor: 0 points.

• There are CIDB skills development requirements. Failure to meet the mandatory CSDG percentage will render your tender non-responsive.
• There are SDL&I (Supplier Development, Localisation & Industrialisation) objectives covering B-BBEE improvement, local content, procurement from black-owned entities, job creation, and skills development. Commitments become contractual obligations.
• For sworn affidavits, ensure they contain specific details including deponent name and ID, designation, enterprise name and address, ownership percentages, total revenue basis, financial year-end, B-BBEE status level, empowering supplier status, and proper commissioning.

• The document provides general information on the validity requirements for Sworn Affidavits submitted for B-BBEE purposes.

• Suppliers must submit quarterly SDL&I compliance reports to Eskom.
• Eskom will review reports within 30 days and notify suppliers in writing if obligations are not met.
• Suppliers must implement corrective measures before the next report if notified, or retention clauses will be invoked.
• An SDL&I Implementation Schedule must be completed and returned to the SDL&I representative for acceptance within 28 days after contract award.

• Failure to meet the CIDB CSDG mandatory percentage will render your tender non-responsive.

• If you fail to provide B-BBEE documentation:

• You may only score points out of 90/80 for price.
• You score 0 points out of 10/20 for specific goals.

• This Integrity Declaration Form is a mandatory returnable document.
• The form must be fully completed, signed by the supplier/tenderer, and submitted with the tender by the closing date.
• Failure to fully complete the form, sign it, or submit required supporting documents will result in the tender not being evaluated further.

• Integrity Declaration Form: Must be fully completed, signed, and submitted as a mandatory returnable.
• Supporting documents: Provide proof of authorisation for outside remunerative work if any employee/director/member/shareholder is employed by Eskom.
• Proof of relationship: If the tenderer shares a controlling partner or has a relationship with other tenderers, attach proof.
• Authorisation declaration: The duly authorised representative must sign and confirm authorisation to sign all tender and contract documents.
• Shareholding information: Provide full details of all shareholders (individuals and entities), including identity numbers, registration numbers, and shareholding percentages.
• Joint venture agreement: For JVs, attach the agreement and confirm the lead partner's authorisation.

Tenderers are not automatically disqualified for having relationships with Eskom/State personnel, but they must declare them. Tenderers will be disqualified if: they are listed on the National Treasury's Database of Restricted Suppliers or the Register for Tender Defaulters; they or their directors have been convicted of fraud/corruption in procurement in the past 5 years; they have been prohibited by International Financial Institutions; or they have a history of failing to meet contractual obligations with State-Owned Companies. The form must be signed by a duly authorized representative.

• For joint ventures, attach a copy of the joint venture agreement.
• The agreement must state all partners are jointly and severally liable for contract execution.
• The lead partner must be authorised to incur liabilities, receive instructions and payments, and be responsible for the entire contract execution.

• For joint ventures, a copy of the joint venture agreement must be attached.
• The agreement must state that all partners are jointly and severally liable for contract execution.
• The lead partner must be authorised to incur liabilities, receive instructions and payments, and be responsible for the entire contract execution.

• Tenderers must complete and submit the Integrity Declaration Form.
• Declare any interest/relationship where tenderer's employees/directors are also employees/contractors/consultants/directors in the state, a state-owned entity, or Eskom.
• Declare if any employee/director/member/shareholder of the tenderer is currently employed by Eskom, and provide proof of authorisation for outside remunerative work if applicable.
• Declare if the tenderer shares a controlling partner or has any relationship with other tenderers in this process.
• Tenderers must confirm they are not listed on National Treasury’s Database of Restricted Suppliers.
• Tenderers must confirm they are not listed on the Register for Tender Defaulters.
• Tenderers must declare any convictions for fraud/corruption related to procurement in the past five years.
• Tenderers must declare if prohibited from doing business with any International Financial Development/funding Agency or Lending Institution.
• Tenderers must declare any history of failing to meet contractual obligations with any State-Owned Company (SOC).
• Information provided may be processed and shared with third parties for verification of conflicts of interest.

• Information provided in the Integrity Declaration Form may be processed by Eskom for verification of conflicts of interest and other ancillary purposes.
• Such processing may include sharing the information with third parties.

• Declare any interest/relationship where tenderer's employees/directors are also employees/contractors/consultants/directors in the state, a state-owned entity, Eskom, or another entity together with Eskom personnel.
• Declare if the tenderer is 'related' to an Eskom employee/contractor/consultant/director involved in the tender process, as defined (including marital, familial, or control relationships).
• Declare if the tenderer has a controlling partner in common or any relationship with other tenderers that could influence the process.
• Tenderers must declare they have not abused the procurement process (e.g., bid rigging/collusion) or committed fraud.
• Tenderers must confirm they are not listed on National Treasury’s Database of Restricted Suppliers.
• Tenderers must confirm they are not listed on the Register for Tender Defaulters.
• Tenderers must declare any convictions for fraud/corruption related to procurement in the past five years and provide details.
• Tenderers must declare if prohibited from doing business with any International Financial Development/funding Agency or Lending Institution.
• Tenderers must declare any history of failing to meet contractual obligations with any State-Owned Company (SOC).

• Declare any relationships with Eskom employees, contractors, consultants, or directors involved in the tender evaluation, adjudication, or negotiation.

Returnable Documents:

• Submit the completed 'Tenderer’s / Supplier’s name' and 'Tender Ref number' fields.
• Submit Annexure B: Signed acknowledgement of Eskom's OHS legal and other requirements.
• Submit a detailed Health and Safety Plan addressing project OHS risks.
• Submit detailed costing for OHS management, broken down, not as a lump sum.
• Submit a Baseline OHS Risk Assessment (BRA) with methodology.
• Submit a valid Letter of Good Standing (COIDA or equivalent).
• Submit an OHS policy signed by the CEO, complying with OHS Act Section 7.
• Submit OHS competency evidence: CVs, qualifications/certificates as required.

Tenderers must demonstrate robust OHS management systems. Mandatory criteria include: submission of all specified OHS returnables (Annexure B, Plan, BRA, etc.), a valid Letter of Good Standing from the Compensation Fund (COIDA), and an OHS policy officially signed by the CEO. Failure to provide these will likely result in disqualification.

Scope of work: Maintenance of all permanent rack and pinion elevators at Kusile Power Station for 5 years (60 months).

• The tenderer must provide their name and tender reference number.

Detailed costing for OHS management must be submitted:

• Cost must be broken down, not provided as a lump sum.
• Costing must be based on the overall scope of work/service.
• Use the scope of work and risk assessment as a guideline.

OHS Compliance Requirements:

• Submit a signed acknowledgement of Eskom's OHS legal and other requirements (Annexure B).
• Submit a valid Letter of Good Standing (COIDA or equivalent).
• Submit an OHS policy signed by the CEO, complying with OHS Act Section 7.
• Submit OHS competency evidence: CVs, qualifications/certificates as required by the scope.

Bidders must complete and submit the SBD 4 Bidder's Disclosure form.

• Declare if the bidder or any directors/trustees/shareholders/members/partners/persons with controlling interest are employed by the state, and provide full names, identity numbers, and state institution names if applicable.
• Declare any relationship with persons employed by the procuring institution and provide particulars.
• Declare any interest in any other related enterprise and provide particulars.
• Certify that the disclosure is true and complete; false declarations may lead to bid rejection or action under PFMA SCM Instruction /22.

Bidders must not be listed on the Register for Tender Defaulters or List of Restricted Suppliers. Must disclose any state employment of directors/trustees/shareholders. Must declare any relationships with Eskom employees. Must certify independent bidding without competitor consultation. Must not have been involved in drafting the tender specifications.

The bidder must declare that there have been no agreements or arrangements with any competitor regarding the quality, quantity, specifications, prices, market allocation, or submission intentions.

Must meet Eskom's Supplier Quality Requirements per specification 240-105658000, specifically Category 3 pre-contract award requirements. Must have ISO 9001 certified quality management system covering all clauses (Context, Leadership, Planning, Support, Operation, Performance Evaluation, Improvement). Must accept all standard conditions including Eskom's rights to access, information, preservation, quality audits, and nonconformity management.

Tenderer must complete and sign the form to acknowledge and accept Eskom Supplier Quality Requirements as per specification 240-105658000 and ISO 9001 Standard.

Compliance with Eskom Supplier Quality Requirements (specification 240-105658000) and ISO 9001 Standard is mandatory.

Returnable Documents: Submit all required documentation as per the Contract Quality Plan (CQP) template, including but not limited to: QCP/ITP documents, method statements, safe working procedures, inspection reports, signed-off QCPs, technical assurance reports, warranty certificates, material certificates, dimension reports, and test reports. All documentation must be submitted per the contract agreement.

Suppliers must demonstrate capability to manage a comprehensive Quality Management System (QMS) and interface with sub-suppliers' QMS. They must provide lists of suppliers/sub-suppliers, tools/equipment with calibration status, and evidence of processes for monitoring suppliers, managing non-conformances, and controlling records. Experience in similar industrial maintenance (especially rack and pinion elevators in power stations) is implicitly required. Financial and technical capacity to sustain a 5-year contract is essential.

Scope: Maintenance of all permanent rack and pinion elevators at Kusile Power Station for 5 years (60 months).

Quality Management: Suppliers must develop and submit a Contract Quality Plan (CQP) aligned with SANS 466:2005 / ISO 10005:2005 to meet Eskom’s quality expectations. The CQP must include:

• Definitions of quality management terms (e.g., QMS, Quality Plan, Quality Assurance, Quality Control).
• Scope of work description.
• Communication channels between supplier and Eskom (e.g., emails, minutes of meetings, fixed/weekly progress meetings).
• Organogram with roles, responsibilities, and QA/QC functions.
• Index of interfacing documents (processes, standards, codes, specifications).
• List of suppliers/sub-suppliers and their monitoring processes.
• Index of items to be manufactured, refurbished, or newly purchased.
• Scope of work areas requiring special controls (e.g., welding, NDT/NDE) and associated QC activities.
• Documented information to be submitted to Eskom (e.g., technical records, inspection reports, certificates).
• Records control and retention processes.
• Concession and non-conformance management processes.
• Databook management (if applicable).
• Management of tools/equipment, calibration status, and customer property handling.
• Product preservation, identification, and traceability methods.
• Commissioning and post-delivery activities (e.g., warranty, technical support).

Contractors must have experience with similar work (Eskom may request testimonials/references), understand and commit to Eskom OHS requirements, have adequate resources and competencies, and be willing to align company processes with Eskom OHS policies post-award. Authorized signatory must be CEO/Director/Managing Director.

• Scope: Maintenance of all permanent rack and pinion elevators at Kusile Power Station for 5 years (60 months).
• Health and Safety Compliance: Bidders must acknowledge and comply with Eskom's OHS requirements, including:

• Eskom contractor Health and Safety requirements standards 32-136.
• Provided OHS specifications/requirements.
• Occupational Health and Safety Act 85 of 1993.
• Compensation for Occupational Diseases and Illnesses Act 130 of 1993.

• Post-Award Responsibility: After contract award, the supplier must fully align company processes to Eskom's OHS policies, procedures, and standards.
• Contractor Management: The main supplier must:

• Demonstrate the process and selection criteria for appointing contractors/suppliers.
• Notify Eskom prior to appointing contractors/suppliers for work commencement.
• Ensure contractors/suppliers have adequate resources and competencies.
• Be accountable for managing contractors/suppliers to ensure compliance with legal and Eskom requirements.
• Monitor contractors/suppliers through OHS audits and assessments during work execution.
• Provide grounds for termination of work by contractors/suppliers.

• Non-Conformance: All non-conformances by contractors/suppliers (all tiers) will be dealt with directly with the main supplier via performance and penalty processes.
• Eskom Verification: Eskom reserves the right to verify compliance and may request copies of testimonials/references and contact details of previous clients, including Eskom, for similar work.

• Health and Safety: Mandatory compliance with Eskom OHS requirements and listed Acts (Occupational Health and Safety Act 85 of 1993, Compensation for Occupational Diseases and Illnesses Act 130 of 1993).
• Penalties: Penalties will be enforced on the main supplier for non-conformance to Eskom or statutory OHS requirements.
• Employee Induction: Ensure all employees (contractors/suppliers) undergo relevant Eskom induction and the company’s induction.

Not explicitly disqualifying, but failure to provide B-BBEE docs limits score to price only (0/20 for specific goals). Must meet objective criteria (local content thresholds) for award consideration. CIDB skills development not applicable. Valid B-BBEE proof is a condition for award, with requirements based on annual revenue (<R10M: affidavit, <R50M: QSE compliance, >R50M: full certificate).

• Scope: Maintenance of all permanent rack and pinion elevators at Kusile Power Station.
• Duration: 5 years (60 months).
• Failure to meet CIDB Construction Skills Development Goal (CSDG) mandatory percentage renders tender non-responsive.
• Skills development targets exclude Eskom employees and registered learners.
• You bear full cost for skills development; Eskom provides no financial contribution.
• You may approach SETAs for grants or SARS for tax rebates for skills development.

• Skills development may involve SETA-accredited training providers.
• You bear full cost for skills development; Eskom provides no financial contribution.
• You may approach SETAs for grants or SARS for tax rebates.
• Penalty of 3% of contract value for failing SDL&I obligations.
• Eskom retains 3% of each invoice (excluding VAT) as security for SDL&I obligations; released upon fulfilment.

• Price schedule must separate local and imported components to calculate local procurement content.
• Local procurement content is total spending minus imported component.

• B-BBEE documentation required for preference points:

• Valid B-BBEE certificate from SANAS-accredited agency, or sworn affidavit/CIPS affidavit.
• Proof of ownership/shareholding (preferably CIPC docs) with breakdown.
• Certified ID copies of shareholders.
• Proof of disability if applicable.
• For trusts/consortia/JVs: consolidated B-BBEE status verification certificate.

• Designated sector local content thresholds must be fully met:

• Valves products and actuators: Actuators 70%.
• Switch Devices: Switch 5%.
• Battery: Battery 60%.

• Submit SBD 6.2 Declaration Form and Annex C (Local Content Declaration) if applicable.
• CIDB compulsory training: Not applicable.
• B-BBEE Improvement/Retention Plan must be submitted within 30 days of contract signing.
• B-BBEE migration requirements:

• Level 4 at award: achieve Level 3 by end of first year, then improve yearly.
• Levels 5-8 or non-compliant at award: achieve Level 4 by end of first year, then improve at least one level yearly.

• B-BBEE certificate/sworn affidavit is a condition for contract award:

• Revenue ≤ R10m: Exempted Micro Enterprise – submit sworn affidavit.
• Revenue ≤ R50m: Qualifying Small Enterprise – comply with QSE scorecard unless 51% Black-owned, then sworn affidavit.
• Revenue > R50m: Valid B-BBEE certificate required.

• Local procurement target: 100%.
• Encourage procurement from entities with ≥51% black ownership.
• Submit proposals for jobs created/retained in South Africa.
• Submit skills development proposals for unemployed candidates, aligned with Eskom’s scarce skills and national demographics.
• Sworn affidavit validity requirements include deponent details, enterprise info, ownership percentages, revenue, B-BBEE status, empowering supplier status, and proper commissioning.

• Skills development target example: N3/Matric N6 Bursary to FET students.

• Penalty of 3% of contract value for failing SDL&I obligations.
• Eskom retains 3% of each invoice (excluding VAT) as security; released upon fulfilment.

• If B-BBEE documentation not provided, score 0 for B-BBEE and only price points considered.

No eligibility criteria for bidding are presented. The 'Responsible manager' is repeatedly listed as the control owner. A contractor would need proven capability in high-risk industrial maintenance, specifically with rack and pinion elevators in power station environments, and a robust safety management system.

The tender document contains an Occupational Health and Safety Baseline risk assessment template for Kusile Power Station.

• The template is used to assess risks associated with various contractor activities.
• It includes sections for listing activities, hazard identification, risk types, consequences, existing controls, and risk ratings.
• The template references Eskom's Occupational Health and Safety Risk assessment procedure 32-520.
• The next review date for the template is every two years.