Supply and delivery of fuel oil flow meters at matla power station (e3351gxmpat)

The tender is for the supply and delivery of fuel oil flow meters on a once-off basis at Matla Power Station. No further technical details are available in the extracted text.

The extracted text indicates insufficient searchable text for compliance requirements; bidders should refer to the full RFQ for any compliance obligations.

Quality requirements are evaluated under Category 2. Bidders must either hold a valid ISO 9001 certificate from an accredited certification body (Option 1) or provide objective evidence of a documented QMS that complies with ISO 9001 (Option 2). Sections scored: A (QMS requirements, max 4 for Option 1, 7 for Option 2), B (evidence of QMS in operation, max 4), C (draft Contract Quality Plan, 1 point), D (Quality Control Plan or ITP, 1 point), E (Form A completed and signed, plus any additional requirements, 2 points).

Scope: supply and delivery of fuel oil flow meters, including commissioning, calibration and testing, on a once-off basis at Matla Power Station. The tender title indicates the work is for fuel oil flow meters; no further technical details are provided in the document.

Form A must be completed and signed. Additional requirements may be added as per the scope of work and/or specification.

Bidders must complete and sign Form A as part of the quality requirements. No other compliance requirements are stated in the document.

Quality evaluation is based on Category 2 requirements. Bidders must either have a valid ISO 9001 certificate from an accredited body (Option 1) or provide documented evidence of a QMS that complies with ISO 9001 (Option 2). The evaluation covers: Section A (QMS requirements), Section B (evidence of QMS in operation), Section C (draft Contract Quality Plan), Section D (Quality Control Plan or ITP), and Section E (Form A completed and signed, plus any additional requirements).

The bidder must sign the Contractor Commitment and Indemnity Letter (Annexure D) and comply with the environmental management requirements. No other eligibility criteria are stated in the provided document.

Matla Power Station is certified to ISO 14001 and requires contractors to manage environmental aspects of their activities, products and services within the station's defined scope. The contractor must comply with relevant environmental legislation, licenses, regulations, development approvals, guidelines, operating procedures, and management plans. The contractor must identify environmental risks and opportunities, set and review environmental objectives and targets for significant aspects, and develop environmental management programmes to achieve intended outcomes. The contractor must provide necessary training and awareness for its employees and provide adequate resources to achieve and sustain effective environmental management.

The polluter pays principle applies: the contract manager will ensure the last payment is processed in conjunction with the last housekeeping check sheet. The supplier and contractor manager must conduct an assessment of the state of the environment at the designated site and submit the check sheet (Annexure C) to the environmental department before commencement of work. At the end of the contract period, an assessment will be conducted again. Any housekeeping or waste related findings will be on the account of the supplier.

The contractor must establish, implement and maintain an Environmental Management System consistent with the ISO 14001:2015 Standard, and maintain an Environmental Management System File as proof of compliance based on ISO 14001:2015 EMS. The contractor must ensure full compliance with environmental operational controls and planning as per OMOP 4402 and OMOP 4090.

The contractor must set performance indicators, reviewed regularly, to measure environmental performance and ensure continual improvement.

Closing date and time: 08 September 2026 at 10h00.

Clarification meeting (non-compulsory): 20 August 2026, 12:00-13:00, via MS Teams. Meeting ID: 311 438 214 737 937, Passcode: yn6Lw6Q5. Tenderers must confirm attendance with the Eskom Representative.

Clarification queries deadline: 31 August 2026 at 12:00 (5 working days before closing).

Tender validity period: 120 days from closing date and time.

Non-compulsory clarification meeting: 20 August 2026, 12:00-13:00, via MS Teams. Meeting ID: 311 438 214 737 937, Passcode: yn6Lw6Q5. Tenderers must confirm attendance with the Eskom Representative.

Eskom Representative: Neo Masooa, Tel: +27 17 612 9111, E-mail: [email protected]. All queries must be addressed in writing to the Eskom Representative.

Fraud and corruption reporting: 0800 11 2722 / [email protected].

Submission is electronic only via the Eskom E-tendering site (TenderBulletin). Upload documents under the folders Technical, Commercial, Financial, and Other. All documents must be in PDF format; the price list must be in PDF and Excel. No zipped files or hard copies accepted. If resubmitting, only the latest version is considered. Ensure the submission status is marked complete. Late submissions are not accepted.

Mandatory returnables at closing (disqualifiable if missing or unsigned):

• Annexure A: Authorisation Form
• Annexure B: Acknowledgement Form
• Annexure C: Tenderer's Particulars
• Annexure D: Integrity Pact Declaration
• Annexure E: CPA for local goods/services (if applicable)
• Annexure F: CPA(IG) for imported goods/services (if applicable)
• Annexure G1-G4: SBD 6.2 Declaration for Local Production and Content and supporting schedules
• Annexure H: SBD 1 Invitation to Bid
• Annexure J: SBD 4 Bidders Disclosure
• E-tendering Help Manual acknowledgement form
• Completed NEC or other Contract
• Completed pricing schedule (if not in the Contract)
• JV/consortium documents if applicable
• Tax clearance certificate if not on CSD or no SARS PIN
• Employment Equity compliance proof (South African designated employers)

Returnables required for evaluation (non-disqualifiable, score zero if missing):

• Annexure I: SBD 6.1 Preference Points Claim Form

Returnables required prior to contract award:

• Proof of CSD registration
• COIDA certificate of good standing or proof of application
• Quality, safety, and environmental returnables
• Annual financial statements (latest approved, not draft)

Disqualification risks:

• Missing or unsigned disqualifiable returnables
• Tender not uploaded before closing time
• Submitting more than one tender (except for e-tendering size limits)
• Tender signed by unauthorised person
• Conflict of interest
• Subcontracting 100% of the scope

Mandatory returnables at tender closing (disqualifiable): Authorisation Form (Annexure A), Acknowledgement Form (Annexure B), Tenderer's Particulars (Annexure C), Integrity Pact Declaration (Annexure D), CPA for local goods/services (Annexure E), CPA(IG) for imported goods/services (Annexure F), SBD 6.2 and Annexures G2-G4, SBD 1 (Annexure H), SBD 4 (Annexure J), E-tendering Help Manual acknowledgement, JV documents if applicable, tax clearance certificates, Employment Equity compliance proof, CIDB grading if applicable, completed NEC or other Contract, completed pricing schedule. Returnables required for evaluation (non-disqualifiable): SBD 6.1 Preference Points Claim Form (Annexure I). Returnables prior to award: CSD registration, COIDA certificate, quality returnable, safety returnable, environmental returnable, financial statements.

Functionality (technical) is weighted 100% with a minimum threshold of 70%. Tenderers scoring below 70% are disqualified.

Prices are evaluated inclusive of VAT, corrected for arithmetical errors, excluding contingencies, adjusted for acceptable variations, and compared on a Net Present Value basis. Unconditional discounts are considered; conditional discounts apply at payment. Prices are scored out of 80 or 90 points.

Specific goals (B-BBEE) are scored out of 20 or 10 points under the PPPFA 80/20 or 90/10 system. Points for price and specific goals are added and rounded to two decimals; the contract is awarded to the highest total.

B-BBEE points table (90/10 and 80/20 systems): Level 1 = 10/20, Level 2 = 9/18, Level 3 = 6/14, Level 4 = 5/12, Level 5 = 4/8, Level 6 = 3/6, Level 7 = 2/4, Level 8 = 1/2, Non-compliant = 0/0.

Tenderers failing to submit B-BBEE documentation are not disqualified but score 0 for specific goals and may only score out of 90/80 for price.

Contractual requirements (CSD registration, financial statements, etc.) are assessed after evaluation and ranking; failure to meet them may lead to the second-ranked tenderer being recommended for award.

Scope: Supply and delivery of fuel oil flow meters, including commissioning, calibration and testing, on a once-off basis at Matla Power Station.

Quality requirements: Pre-contract award quality requirements Category 2 apply (refer to specification clause 3.5-105658000). Post-contract award requirements include contract execution, supplier quality performance monitoring, Eskom rights of access and information, preservation, quality audits, and management of nonconformities.

ISO 9001 clauses apply across context of the organisation, leadership, planning, support, operation, performance evaluation, and improvement.

OHS evaluation criteria for low risk work apply (Annexure C Section 3).

Environmental: Matla Power Station is ISO 14001 certified; the supplier must comply with the station's Environmental Management System, including housekeeping and waste management. A housekeeping check sheet must be submitted before commencement and at contract end; any findings are for the supplier's account.

Technical evaluation criteria include scope of work and quality requirements. Tenderers must submit a technical proposal addressing the scope, including commissioning, calibration and testing of fuel oil flow meters.

Pre-contract award quality requirements: Category 2 selected (refer to clause 3.5-105658000).

Post-contract award: Contract execution, supplier quality performance monitoring, Eskom rights of access and information, preservation, quality audits, management of nonconformities.

ISO 9001 clauses apply across all standard clauses (context, leadership, planning, support, operation, performance evaluation, improvement).

Pricing schedule/BOQ (Annexure Q) must be completed and submitted. Price list in PDF and Excel format.

Prices evaluated inclusive of VAT, corrected for arithmetical errors, excluding contingencies, adjusted for variations, compared on NPV basis. Unconditional discounts considered; conditional discounts applied at payment.

Cataloguing may be required; if so, quote a line item for cataloguing.

Pricing schedule/BOQ (Annexure Q) must be completed and submitted. Price list to be submitted in PDF and Excel format.

Prices evaluated inclusive of VAT, corrected for arithmetical errors, excluding contingencies, adjusted for variations, and compared on NPV basis. Unconditional discounts considered; conditional discounts applied at payment.

Payment terms: Eskom pays within 30 days for contracts below R50 million (incl. VAT) and within 60 days for contracts above R50 million, from receipt of undisputed invoices.

Eskom reserves the right to negotiate prices with preferred bidders if tendered prices are not market-related.

Performance security (if required) must be from at least two Eskom-approved financial institutions.

Cataloguing may be required after award; if so, a line item for cataloguing must be quoted and Eskom will pay for it.

Eligibility: Tenderers must not be under restriction to do business with Eskom or State-Owned Companies. Ineligible if: nationality of a country on international sanctions list; submitting more than one tender; JV/consortium without joint and several liability; conflict of interest; tender signed by unauthorised person; restricted by National Treasury; on Tender Defaulters list; restricted by Eskom; subcontracting 100% of scope.

Mandatory contractual requirement: Proof of CSD registration.

B-BBEE: Valid B-BBEE certificate (SANAS accredited), sworn affidavit, or CIPS affidavit required to claim preference points. Also proof of ownership/shareholding, certified ID copies of shareholders, proof of disability (if applicable), and consolidated certificate for JV/consortium.

Tax: Tax clearance certificate required if not on CSD or no SARS PIN. Foreign suppliers with no SA footprint complete SBD 1 but no tax proof required.

Employment Equity: Designated employers must provide proof of compliance, including submission of EE report to the Department of Labour.

COIDA: Original certificate of good standing or proof of application required (South African tenderers).

CIDB: Not applicable.

CSDG and CPG: Not applicable.

Local content: SBD 6.2 and Annexures G2-G4 required if designated materials included; local procurement content target is 100%.

Specific goals scoring: B-BBEE status level points under 90/10 and 80/20 systems.

Documents required to claim preference points: valid B-BBEE certificate or sworn affidavit, proof of ownership/shareholding, certified ID copies, proof of disability (if applicable), consolidated B-BBEE certificate for JV/consortium.

Tenderers failing to provide documentation score 0 for specific goals but are not disqualified.

Local procurement content target: 100%.

OHS Tender Evaluation Criteria (Low risk work) apply (Annexure C Section 3).

Safety returnable required: COIDA certificate of good standing or proof of application.

OHS Plan and Baseline Risk Assessment (BRA) may be required as part of the safety returnable.

Matla Power Station is ISO 14001 certified. The supplier must comply with the station's Environmental Management System, including pollution prevention and environmental operational controls.

Housekeeping check sheet (Annexure C) must be submitted before commencement and at contract end; any housekeeping or waste-related findings are for the supplier's account.

Contract form: NEC Term Service Contract (TSC3). Main options: A (priced contract with price list) and W1 (dispute resolution procedure). Secondary options: X1 (price adjustment for inflation), X2 (changes in law), X13 (performance bond), X17 (low service damages), X18 (limitation of liability), X19 (task order), Z (additional conditions).

Payment terms: 30 days for contracts below R50 million (incl. VAT), 60 days for above R50 million, from receipt of undisputed invoices.

Eskom reserves the right to negotiate prices if not market-related.

Tender validity: 120 days from closing.

Eligibility: Tenderers must not be under restriction to do business with Eskom or State-Owned Companies. Ineligible if: nationality of a country on international sanctions list; submitting more than one tender; JV/consortium without joint and several liability; conflict of interest; signed by non-authorised persons; restricted by National Treasury; on Tender Defaulters list; restricted by Eskom; subcontracting 100% of scope.

Basic compliance: submit electronic copy in PDF, complete tender with commercial, financial and technical information, and submit mandatory returnables.

Functionality (technical) weighted 100%, threshold 70%. Tenderers below threshold disqualified.

Prices evaluated inclusive of VAT, corrected for arithmetical errors, excluding contingencies, adjusted for variations, compared on NPV basis. Prices scored out of 80 or 90 points.

Specific goals scored out of 20 or 10 points per PPPFA. Contract awarded to highest total points.

{"closingDate":"1 March 2025"}

Completed packs must be returned to the contractor's representative in Eskom, with a copy to Eskom Group Tax at [email protected]. Non-resident contractors must submit the pack to the Eskom Group Tax Department in Megawatt Park.

Returnable documents — the PAYE questionnaire pack must be completed, signed, and returned to the Eskom contractor representative, with a copy to Group Tax at [email protected]. The pack includes a signed summary sheet and signed affidavits/declarations as directed by the questionnaire answers. Failure to sign required appendices results in PAYE being withheld from payments. The pack is based on 2025/2026 tax legislation and is subject to change; bidders are responsible for accuracy and completeness of all information provided.

Contractors must complete and submit the PAYE questionnaire, including the relevant appendices (affidavits and declarations) based on their answers. These include affidavits confirming employment of three or more full-time employees, no connected persons rendering services, services not performed mainly at Eskom premises, not more than 80% income from one client, and declarations regarding labour broker, dependent contractor, personal service provider, independent contractor, or non-resident status. Completed packs must be returned to Eskom with the signed summary sheet and signed affidavits, copying Group Tax at [email protected].

The PAYE questionnaire determines a bidder's tax classification (Independent Contractor, Personal Service Provider, Labour Broker, or Dependent Contractor) through a series of tests. Companies/CCs/trusts complete Evaluation Pack A; individuals complete Evaluation Pack B. Tests cover residence, number of employees, connected persons, income concentration (80% test), place of work and control, and a dominant impression test. The classification outcome affects whether PAYE is withheld from payments and the IRP5/IT3(a) disclosure code. Failure to sign required appendices results in PAYE being withheld.

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

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

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

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

consequences of such classification.

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

subsidiaries with services or Individual Contractors providing Eskom with labour.

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

truthfully.

Answering the questions will direct you to your next step.

Please note:

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

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

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

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

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

• Eskom Rotek Industries SOC Ltd

• Eskom Enterprises SOC (Pty) Ltd

• Escap SOC (Pty) Ltd

• Eskom Finance Company SOC (Pty) Ltd

• Eskom Foundation NPC

• Eskom National Transmission Company SA

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

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

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

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

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

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

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

ease of reading.

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

this Pack;

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

Disclaimer

Applicable to the 2025/2026 Tax Years

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

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

Contractor type

Supplier category

Please complete the following questionnaire for:

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

Individuals - EVALUATION PACK B on .

Applicable to the 2025/2026 Tax Years

Evaluation pack a

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

Service Provider)

Fields marked with an Asterisk (*) must be completed

Contractor’s details for a company or close corporation or

Trust

Contractor’s Name* Vendor No.

Duly Authorised Representative Name Representative Surname

Capacity Representative ID No.*

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

VAT Registration No. Income Tax Registration No.*

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

Telephone Number* Fax Number

Contractor’s Physical Business Address*

Unit No

Complex Name

Street Number

Street Name

Suburb

City/Town

Postal Code

Contractor’s Postal Business Address*

Same as above (Mark with an X)

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

P O Box/Private Bag/Street NUMBER

Street Name

Suburb

Town

Postal Code

Contractor’s Bank Details*

Account Number Bank Name

Branch Name Branch Number

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

Current/ Savings/ Transmission/Credit Card/Bond

Account

Account Holder Relationship*

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

Applicable to the 2025/2026 Tax Years

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

"X".

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

1. RESIDENCE Yes No

Question 1(i)

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

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

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

If the answer is No:

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

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

• No further questions must be answered.

2. NUMBER OF EMPLOYEES EXCLUSION Yes No

Question 2(i)

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

beneficiaries of the Company/CC/Trust)?

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

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

Question 2(ii)

Are these employees employed:

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

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

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

Question 2(iii)

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

beneficiaries of the Company/CC/Trust?

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

If the answer is No:

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

from your payments.

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

from your payments.

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

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

Applicable to the 2025/2026 Tax Years

3. SERVICES RENDERED BY A CONNECTED PERSON Yes No

Question 3(i)

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

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

Appendix 10 for the definition of a Connected person).

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

If the answer is No:

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

from your payments.

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

from your payments.

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

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

4. MORE THAN 80% OF INCOME TEST Yes No

Question 4(i)

During the current year of assessment:

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

received either directly or indirectly, from:

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

the definition of an Associated institution)

If the answer is Yes:

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

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

If the answer is No:

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

from your payments.

• Go to Question 5(i).

5. PLACE, CONTROL AND SUPERVISION TEST Yes No

Question 5(i)

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

the premises of Eskom,

And

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

manner in which your duties are to be performed?

If the answer is Yes to BOTH questions:

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

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

If the answer is No:

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

from your payments.

• Go to Question 6(i).

Applicable to the 2025/2026 Tax Years

6. DOMINANT IMPRESSION TEST Yes No

Question 6(i)

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

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

and when a specific deliverable has been completed?

Question 6(ii)

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

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

Question 6(iii)

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

during the period of service to Eskom?

Question 6(iv)

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

Question 6(v)

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

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

Question 6(vi)

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

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

Question 6(vii)

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

survival?

Question 6(viii)

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

Question 6(ix)

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

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

Question 6(x)

Does/will Eskom provide you with an office?

Question 6(xi)

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

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

Applicable to the 2025/2026 Tax Years

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

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

Question Yes No

6(i) Independent PSP

6(ii) PSP Independent

6(iii) PSP Independent

6(iv) Independent PSP

6(v) Independent PSP

6(vi) PSP Independent

6(vii) PSP Independent

6(viii) PSP Independent

6(ix) PSP Independent

6(x) PSP Independent

6(xi) PSP Independent

Decision

Independent

Psp

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

6(ix);

or

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

6(x), 6(xi):

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

and will be coded as 3601 on your IRP5 certificate.

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

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

Alternatively:

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

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

disclosed on the IRP5 for payments received.

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

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

from your payments.

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

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

Applicable to the 2025/2026 Tax Years

Summary for ID No. Vendor No:

Company/Close Corporation/Trust Summary

Please sign

he following

PAYE withholding consequences depend on the classification determined by the questionnaire. If a bidder provides a valid IRP30 certificate (labour broker), no Employees' Tax is withheld and an IT3(a) with code 3617 is issued. Without a valid IRP30 certificate, Employees' Tax is withheld at individual tax rates until the certificate is provided, and an IRP5 with code 3617 is issued. Personal Service Providers and Dependent Contractors have PAYE withheld and coded as 3601 or 3616 on the IRP5.

Bidders must complete the PAYE questionnaire and sign the relevant appendices (affidavits and declarations) based on their answers. These include affidavits confirming employment of three or more full-time employees, no connected persons rendering services, services not performed mainly at Eskom premises, not more than 80% income from one client, and declarations regarding labour broker, dependent contractor, personal service provider, independent contractor, or non-resident status. Non-residents must sign Appendix 9 and submit the pack to Eskom Group Tax. Bidders must notify Eskom of any changes to their status or information provided.

Contractors must inform Eskom of any changes to the information provided while contracted. Eskom is entitled to withhold from payments any taxes, interest, and penalties that it may be required to pay to SARS as a result of inaccurate information provided by the contractor. Contractors are liable in full for any taxes, penalties, and interest that SARS may impose on Eskom if they fail to notify Eskom of changes to their status.

The PAYE questionnaire is based on tax legislation for the 2025/2026 tax year and is subject to change. Contractors are responsible for the accuracy and completeness of all information provided. The pack will not be automatically updated with changes in legislation. Eskom accepts no liability for any loss or damages arising from the use of this pack. Contractors must notify Eskom of any changes to their status or information provided.

Contractors supplying services to Eskom must complete a PAYE questionnaire to determine their tax classification. The questionnaire applies to companies, close corporations, trusts, and individuals. Contractors must answer all questions truthfully and provide accurate and complete information. The pack is based on tax legislation for the 2025/2026 tax year.

Completed PAYE questionnaire packs must be returned to the contractor's representative in Eskom, with a copy to Eskom Group Tax at [email protected]. For non-resident contractors, the pack must be submitted to the Eskom Group Tax Department in Megawatt Park.

Bidders must be registered on the Central Supplier Database (CSD) and be in good standing with the Compensation Fund (COIDA or equivalent). Bidders must either provide a compliant OHS Plan and policy (Part A) or hold an ISO 45001 certificate (Part B). The OHS policy must be signed by the CEO and comply with OHS Act Section 7.

The methodology used for the risk assessment must be provided together with the OHS Baseline Risk Assessment (BRA).

OHS tender returnables: Annexure B (acknowledgement of Eskom's OHS legal and other requirements), OHS Plan addressing project/scope OHS risks aligned with health and safety specification, OHS Baseline Risk Assessment (BRA) with methodology, valid Letter of Good Standing (COIDA or equivalent), OHS policy signed by CEO complying with OHS Act Section 7. For suppliers certified for an auditable OHS system: Annexure B, ISO 45001 certificate or equivalent, and valid Letter of Good Standing (COIDA or equivalent).

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Preference point system: a maximum of 10/20 points may be awarded for the specific goal (B-BBEE status level) and added to price points, with the total rounded to two decimal places. The contract is awarded to the tenderer scoring the highest points, subject to the Preferential Procurement Policy Framework Act.

B-BBEE status level points (90/10 system / 80/20 system): Level 1 gets 10/20, Level 2 gets 9/18, Level 3 gets 6/14, Level 4 gets 5/12, Level 5 gets 4/8, Level 6 gets 3/6, Level 7 gets 2/4, Level 8 gets 1/2, non-compliant gets 0.

Tenderers who fail to provide the required B-BBEE documentation are not disqualified but may only score out of 90/80 for price and score 0 out of 10/20 for specific goals.

Scope: supply and delivery of fuel oil flow meters, on a once-off basis, at Matla Power Station.

Duration: once-off project.

Pricing must be separated into components as per the Price Schedule included with the tender documents. Local procurement content is total spending minus the imported component.

B-BBEE documentation required to claim preference points: valid B-BBEE certificate issued by a SANAS accredited verification agency, sworn affidavit, or CIPS affidavit; proof of ownership/shareholding (preferably CIPC documentation) inclusive of shareholding breakdown; certified ID copies of shareholders; proof of disability where applicable; for trusts, consortia, or joint ventures, a consolidated B-BBEE status level verification certificate.

A valid B-BBEE certificate or sworn affidavit is a condition for contract award. If annual total revenue is R10 million or less, the company qualifies as an Exempted Micro Enterprise and can submit a sworn affidavit. If annual total revenue is R50 million or less, the company qualifies as a Qualifying Small Enterprise and must comply with all elements of the QSE scorecard relevant to its sector unless at least 51% Black owned, in which case a sworn affidavit is required. If annual total revenue is above R50 million, a valid B-BBEE certificate must be submitted.

B-BBEE improvement milestones: tenderers with Level 4 at award must achieve Level 3 by end of first year and improve one level each subsequent year; tenderers with Level 5 to 8 or non-compliant must achieve Level 4 by end of first year and improve at least one level each year from the second year. Level 1 may maintain; Level 2 or 3 may improve or maintain.

B-BBEE improvement or retention plan must be submitted within 30 days of signing the contract.

Local procurement content target is 100%. Tenderers must submit proposals for local procurement content and for the type and number of jobs created and retained in South Africa.

Sworn affidavits must meet validity requirements: deponent's name as in identity document and identity number; designation as director, owner, or member; enterprise name as per CIPC registration and business address; percentage of black ownership, black female ownership, and designated group; total revenue for the year under review and whether based on audited financial statements or management accounts; financial year end; B-BBEE status level; empowering supplier status; date signed by deponent and Commissioner of Oath must be the same; Commissioner of Oath cannot be an employee or ex officio of the enterprise.

Preference points: maximum 10/20 points for specific goal (B-BBEE status level), added to price points, total rounded to two decimal places. Award to highest scoring tenderer. B-BBEE status level points: Level 1 gets 10/20, Level 2 gets 9/18, Level 3 gets 6/14, Level 4 gets 5/12, Level 5 gets 4/8, Level 6 gets 3/6, Level 7 gets 2/4, Level 8 gets 1/2, non-compliant gets 0. Tenderers failing to provide B-BBEE documentation are not disqualified but may only score out of 90/80 for price and score 0 out of 10/20 for specific goals.

Closing date: 01 June 2026.

Returnable documents:

• Form A (Tender & Contract Quality Requirements): must be completed, signed and submitted with the quotation to acknowledge and accept Eskom Supplier Quality Requirements as per specification 240-105658000 and the ISO 9001 standard.

Bidders must complete and sign Form A to acknowledge and accept Eskom Supplier Quality Requirements as per specification 240-105658000 and ISO 9001. The form requires selection of one applicable quality category (Category 1, 2, 3, or 4) or the Main Supplier and Sub-supplier Capability and Capacity Assessment, and indication of whether a site assessment is applicable. No other evaluation criteria are stated in the provided document.

Scope: supply and delivery of fuel oil flow meters, including commissioning, calibration and testing, on a once-off basis at Matla Power Station.

Quality category: Category 2 applies (as selected in Form A).

Post-contract award requirements include contract execution, supplier quality performance monitoring, Eskom rights of access and information, preservation, quality audits, management of nonconformities, and special processes.

The tenderer must comply with ISO 9001 clauses covering context of the organisation, leadership, planning, support, operation, performance evaluation, and improvement. The quality principles of customer focus, leadership, engagement of people, process approach, improvement, evidence-based decision making, and relationship management apply.

Eskom Supplier Quality Requirements as per specification 240-105658000 and ISO 9001 apply. The tenderer must complete and sign the form to acknowledge and accept these requirements. Categories of quality requirements include Category 1, 2, 3, 4, and Main Supplier and Sub-supplier Capability and Capacity Assessment. Post-contract award requirements include contract execution, supplier quality performance monitoring, Eskom rights of access and information, preservation, quality audits, management of nonconformities, and special processes.

Bidders must complete and sign Form A (Tender & Contract Quality Requirements) to accept Eskom Supplier Quality Requirements per specification 240-105658000 and ISO 9001. No other compliance requirements are stated in the provided document.

The tenderer must complete and sign Form A to acknowledge and accept Eskom Supplier Quality Requirements as per specification 240-105658000 and ISO 9001. The form requires selection of one applicable quality category and indication of whether a site assessment is applicable. Post-contract award requirements include contract execution, supplier quality performance monitoring, and quality audits.