Supply, delivery and refurbishment of valves – 3-Year contract, matla power station (e3420gxmpmat)

No scheduled briefing session, site visit, or clarification meeting is mentioned in the available documents.

{"name":null,"email":null,"phone":null,"department":"ies, setting and reviewing environmental objectives and targets","address":null}

Returnable documents, all to be completed, signed and submitted with the bid:

• Annexure C (housekeeping check sheet): completed before commencement of work and submitted to the environmental department.
• Contractors Commitment and Indemnity Letter: signed by the contractor, committing to the environmental requirements.
• Any returnable form left unsigned or omitted may result in disqualification.

No late submissions accepted; quotation must be received before closing time on the closing date.

The contractor must establish, implement and maintain an Environmental Management System consistent with ISO 14001:2015 throughout the contract period. This includes:

• Complying with all environmental legal requirements: licenses, sections of acts and regulations, development approvals, guidelines, operating procedures and legislatively defined management plans.
• Setting performance indicators and environmental objectives for significant aspects, with a management programme to achieve them.
• Identifying environmental risks and opportunities.
• Training and awareness for employees on the EMS.
• Providing adequate resources to sustain effective environmental management.
• Compliance with the station's environmental operational controls and planning documents (OMOP 4402 and OMOP 4090, or OMOP 4402/4090 as referenced).
• Maintaining an Environmental Management System File as proof of compliance (ISO 14001:2015 EMS).

A signed Contractors Commitment and Indemnity Letter (Annexure) is a returnable document.

Housekeeping / waste findings at the end of the contract are for the supplier's account (polluter pays principle) — the last payment is processed only after the final housekeeping check sheet is signed off.

environmental aspects of the station’s activities, products and services, within the defined scope. MPS’s top regulations, development approval, guidelines operating procedures, legislatively defined management

No specific requirements found

Name of Contractor: ____________________________________________________________

Scope of Work and duration of the contract: ___________________________________________

Matla Power Station’s (MPS) is certified to ISO14001, therefore its top management have committed to

continually maintain and implement an Environmental Management System (EMS) to effectively manage the

environmental aspects of the station’s activities, products and services, within the defined scope. MPS’s top

management is also committed to the protection of the environment through prevention of pollution and

minimizing environmental degradation. MPS will continually improve the EMS to enhance its environmental

performance and to fulfil all applicable compliance obligations.

I undersigned, ___________________________________________________________on behalf

of___________________________________ hereby commit to the following:

relevant to environmental management including but not limited to licenses, sections of the acts and

regulations, development approval, guidelines operating procedures, legislatively defined management

plans report and agreement, and other requirements within the station.

for our significant aspects and develop appropriate environmental management programme to achieve our

intended outcomes.

7. Ensure fully compliance with the environmental operational controls and planning as per OMOP 4402 and

Omop 4090

8. The polluter pays principle: The contract manager will ensure that the last payment is processed in

conjunction with the last housekeeping check sheet (refer to). The supplier and contractor manager will

assess the state of the environment at a provided/designated site and submit the check sheet (Annexure

C) to environmental department before commencement of work. At the end of the contract period,

assessment will be conducted again. Any housekeeping or waste related findings will be on the account of

the supplier.

Contractors must complete the Environmental Contractors Assessment Form (Annexure A) for Matla Power Station, detailing the scope of work and duration of the assignment.

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

Returnable documents: Environmental Contractors Assessment Form (Annexure A) completed, signed by the responsible person and assessed by the assessor. The form must be submitted as part of the bid.

The contractor must supply MSDS for any hazardous chemical substances to be used.

The contractor must supply waste transportation and disposal certificates to the Matla Environmental department when transporting waste.

Completed assessment is a prerequisite before work at Matla Power Station commences.

Contractors must comply with Matla's non-conformance procedure OMOP 2255 and the polluter pays principle; corrective actions are the contractor's liability. No other evaluation criteria are stated in the provided document.

Contractors must complete the Environmental Contractors Assessment Form (Annexure A) for Matla Power Station. The form requires details on: scope of work, duration of work at the station, hazardous chemical substances used (e.g., oil, grease, SAF-Heavy, hydrochloric acid, cleaning materials, pesticides) with a 16-point MSDS attached if applicable, waste generation and type (hazardous or domestic), need for hazardous substance storage area, need for workshop access, whether work relates to Matla permits or Record of Decision (e.g., Water Use License, Waste Permit), and waste transportation with disposal certificates supplied to Matla's Environmental department.

Contractors must comply with Matla's non-conformance procedure OMOP 2255 and the polluter pays principle. Corrective actions are the contractor's liability. If transporting waste, transportation and disposal certificates must be supplied to Matla's Environmental department.

Contractors must provide MSDS for any hazardous chemical substances used. If transporting waste, transportation and disposal certificates must be supplied to Matla's Environmental department. No other compliance requirements are stated in the provided document.

Contractors must identify any hazardous chemical substances used (e.g., oil, grease, SAF-Heavy, hydrochloric acid, cleaning materials, pesticides) and attach a 16-point MSDS for each. They must also indicate whether they will generate waste, need a hazardous substance storage area, or require workshop access to execute the work.

Contractors must complete the Environmental Contractors Assessment Form (Annexure A) for Matla Power Station. The form covers: scope of work, duration at site, hazardous chemical substances (with MSDS), waste generation and notification, need for hazardous substance storage, workshop requirements, compliance with Matla permits or Record of Decision (e.g., Water Use License, Waste Permit), waste transportation and disposal certificates, and awareness of non-conformance procedure OMOP 2255 and polluter pays principles. Corrective actions are the contractor's liability.

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

Returnable documents: SBD 6.1 (Preference Points Claim Form) must be completed, signed and submitted with the bid. Proof of B-BBEE status level of contributor (certificate or sworn affidavit) must accompany the bid; failure to submit proof means no preference points are claimed. Bidders must declare any subcontracting arrangements and provide subcontractor details, including percentage, name, B-BBEE status, and whether the subcontractor is an EME or QSE.

The 80/20 preference point system applies: price is allocated a maximum of 80 points, and B-BBEE status level of contributor a maximum of 20 points. Price points are calculated using the formula Ps = 80(1 - (Pt - Pmin)/Pmin), where Pt is the price of the bid under consideration and Pmin is the price of the lowest acceptable bid. B-BBEE points are awarded according to the status level table: Level 1 = 20, Level 2 = 18, Level 3 = 14, Level 4 = 12, Level 5 = 8, Level 6 = 6, Level 7 = 4, Level 8 = 2, Non-compliant = 0. Total points for price and B-BBEE must not exceed 100.

provision of goods or services, through price

quotations, advertised competitive bidding processes or proposals;

(d) “Broad-Based Black Economic Empowerment Act” means the Broad-Based

Black Economic Empowerment Act, 2003 (Act No. );

(e) “EME” means an Exempted Micro Enterprise in terms of a code of good

B-BBEE: Bidders must submit proof of B-BBEE status level of contributor (certificate or sworn affidavit) to claim preference points. The SBD 6.1 form must be completed and signed. Bidders must declare any subcontracting arrangements and provide subcontractor details. The purchaser may require substantiation of any claim regarding preferences at any time.

The 80/20 preference point system applies. Price is allocated a maximum of 80 points, and B-BBEE status level of contributor a maximum of 20 points. Price points are calculated using the formula Ps = 80(1 - (Pt - Pmin)/Pmin). B-BBEE points are awarded according to the status level table: Level 1 = 20, Level 2 = 18, Level 3 = 14, Level 4 = 12, Level 5 = 8, Level 6 = 6, Level 7 = 4, Level 8 = 2, Non-compliant = 0. Total points for price and B-BBEE must not exceed 100.

Supply and refurbishment of valves for Matla Power Station. Contract duration: 36 months, as and when required. Current suppliers: none. Potential suppliers: open market.

Closing date: 30 September 2026 at 10:00. Contract duration: 36 months. B-BBEE improvement or retention plan due within 30 days of contract signing. SDL&I Implementation Schedule due 28 days after contract award. Quarterly SDL&I reports required.

Returnable documents: SBD 6.2 (Declaration for Local Production and Content) and Annex C (Local Content Declaration-Summary Schedule) if applicable. Bidders must submit a B-BBEE Improvement Plan within 30 days of contract signing. SDL&I Implementation Schedule must be completed and returned to the SDL&I representative within 28 days after contract award. Quarterly SDL&I reports must be submitted per the Data Collection Template.

Specific goals: maximum 10/20 points for specific goals, added to price points, total rounded to two decimal places. Contract awarded to highest scorer per PPPFA. B-BBEE status level points table (90/10 and 80/20 systems) from Level 1 (10/20 points) to non-compliant (0/0). Tenderers failing to provide preference point documentation may only score out of 90/80 for price and 0 for specific goals. Objective criteria: Valves and Actuators is a designated sector with a 70% local content threshold. Failure to meet objective criteria may lead to the second-ranked tenderer being recommended for award.

Scope: Supply and refurbishment of valves for Matla Power Station. Contract period: 36 months, as and when required. Local content threshold for valves: 70%. Eskom target for local procurement content: 100%. Eskom target for procurement from black-owned entities: 30%. Skills development targets: Mechanical Fitter (2 candidates, entry N6 or equivalent, output Mechanical Valve Technician), Welders (2 candidates, entry Grade 12 or N4, output Trade Test), Quality Control Officer (2 candidates, entry N6 or equivalent, output Certificate in Quality Inspection by ASQ).

Skills development must involve participation by tenderers directly and through their supply network. SETA accredited training providers may be approached. Targets exclude Eskom employees and registered learners. Tenderers bear full cost of skills development; Eskom makes no financial contribution. Tenderers may approach SETAs for grants, subsidies, and SARS for tax rebates.

Skills development target: Quality Control Officer (2 candidates, entry N6 or equivalent, output Certificate in Quality Inspection by ASQ).

Tender response 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.

Price schedule must separate local and imported components. Local procurement content is total spending minus imported component. Eskom retains 2.5% of every invoice (excluding VAT) as security for SDL&I obligations, released only upon full fulfilment. Penalty of 2.5% of contract value for failure to meet SDL&I obligations.

B-BBEE: Valid B-BBEE certificate (SANAS accredited, sworn affidavit, or CIPS affidavit) required to claim preference points. Proof of ownership/shareholding (preferably CIPC) with breakdown, certified ID copies of shareholders, proof of disability where applicable, and consolidated B-BBEE certificate for trusts, consortia, or joint ventures. Exempted Micro Enterprises (revenue ≤ R10m) may submit sworn affidavit; Qualifying Small Enterprises (revenue ≤ R50m) must comply with QSE scorecard unless 51% black owned; above R50m requires valid certificate. B-BBEE improvement or retention plan required within 30 days of contract signing. Local content: SBD 6.2 Declaration Form and Annex C returnable. Subcontracting: successful supplier must subcontract some scope to EME/QSE with at least 51% black ownership, not subsidiaries or shareholding, preferably local to site.

Validity of Sworn Affidavits: Affidavits must include deponent's name as per ID and ID number; designation (director, owner, member); enterprise name as per CIPC and business address; percentage of black ownership, black female ownership, designated group; total revenue and basis (audited or management accounts); financial year end; B-BBEE status level; empowering supplier status; date signed by deponent and Commissioner of Oath must be same; Commissioner cannot be employee or ex officio of the enterprise.

SDL&I obligations: penalty of 2.5% of contract value for failure to meet SDL&I obligations. Eskom retains 2.5% of every invoice (excluding VAT) as security for SDL&I obligations, released only upon full fulfilment. Quarterly SDL&I reports required per Data Collection Template; Eskom reviews within 30 days and notifies in writing if obligations not met. Corrective measures required before next report, failing which retention clauses invoked. SDL&I Implementation Schedule must be completed and returned to SDL&I representative within 28 days after contract award.

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

scoring the highest points.

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

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

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

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

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

Valves and Actuators Valves 70%

Quality Control Officer 2 N6 or Certificate

Equivalent in Quality

Closing date and time: 2026-09-30 at 10:00.

Returnable documents: SBD 4 (Declaration of Interest) and SBD 9 (Certificate of Independent Bid Determination) must be completed and signed. Proof of CSD registration and a valid tax compliance status PIN are required. Quotations must be submitted before the closing time of 10:00 on 2026-09-30. Late submissions are disqualified.

Supply, delivery and refurbishment of valves for Matla Power Station, on an as-and-when-required basis for a three-year contract. Scope includes water plant valves.

CSD registration required. Valid tax compliance status PIN required. B-BBEE level and other compliance documents as per SBD 6.1 (Preference Points Claim) and SBD 6.2 (Declaration for Local Production and Content) if applicable.

The successful bidder will be required to fill in and sign a written contract form (SBD 7). Bid response documents may be deposited in the bid box situated at the street address provided in the tender.

Bidding procedure enquiries may be directed to the department/public entity contact person. Technical information may be directed to the technical contact person. Contact details include telephone number, facsimile number, and e-mail address.

Bids must be delivered by the stipulated time to the correct address; late bids will not be accepted for consideration.

All bids must be submitted on the official forms provided (not to be re-typed) or online.

Returnable documents include: SBD 1 (Invitation to Bid) with supplier information, TCS PIN or CSD number, B-BBEE certificate or sworn affidavit, and proof of authority to sign (e.g. resolution of directors).

The successful bidder will be required to fill in and sign a written contract form (SBD 7).

Failure to provide any required particulars may render the bid invalid.

The bid is subject to the Preferential Procurement Policy Framework Act 2000 and the Preferential Procurement Regulations, 2017. Preference points for B-BBEE are available; a B-BBEE status level verification certificate or sworn affidavit (for EMEs and QSEs) must be submitted to qualify.

The scope is the supply, delivery and refurbishment of valves for a period of three (03) years on an as and when required basis for Matla Power Station. No further technical specifications are provided in the available document.

Bidders must register on the Central Supplier Database (CSD) to upload mandatory information: business registration/directorship/membership/identity numbers, tax compliance status, and banking information for verification purposes.

Bidders must ensure compliance with their tax obligations and submit their unique Personal Identification Number (PIN) issued by SARS, or a printed Tax Compliance Status (TCS) with the bid. Where no TCS is available but the bidder is registered on the CSD, a CSD number must be provided.

In consortia/joint ventures/sub-contractor arrangements, each party must submit separate proof of TCS/PIN/CSD number.

A B-BBEE certificate or sworn affidavit (for EMEs and QSEs) must be submitted to the bidding institution to qualify for preference points.

Foreign suppliers must complete the questionnaire in SBD 1 Part B; if not a resident, branch, permanent establishment, or source of income in the RSA, a TCS/PIN is not required.

B-BBEE status level verification certificate or sworn affidavit (for EMEs and QSEs) must be submitted in order to qualify for preference points for B-BBEE. The bid is subject to the Preferential Procurement Policy Framework Act 2000 and the Preferential Procurement Regulations, 2017.

The bid is subject to the Preferential Procurement Policy Framework Act 2000 and the Preferential Procurement Regulations, 2017, the General Conditions of Contract (GCC) and, if applicable, any other legislation or special conditions of contract.

Bidders must register on the Central Supplier Database (CSD) to upload mandatory information: business registration/directorship/membership/identity numbers, tax compliance status, and banking information for verification purposes. B-BBEE certificate or sworn affidavit for B-BBEE must be submitted to the bidding institution. Where a bidder is not registered on the CSD, mandatory information may not be submitted with the bid documentation. Bidders must ensure compliance with their tax obligations, submit their unique Personal Identification Number (PIN) issued by SARS, and may submit a printed Tax Compliance Status (TCS) with the bid. In consortia/joint ventures/sub-contractor arrangements, each party must submit separate proof of TCS/PIN/CSD number. Where no TCS is available but the bidder is registered on the CSD, a CSD number must be provided.

Supply, delivery and refurbishment of valves for Matla Power Station on an as-and-when-required basis for 3 years. Includes Safety, Ball, Butterfly, Gate and Plug Valves.

Closing date and time: 30 September 2026 at 10:00. Clarification meeting (non-compulsory): 15 September 2026, 11:00–12:00, via Microsoft Teams (Meeting ID: 327 822 550 370 931, Passcode: L8qi9Ts7). Clarification queries must be submitted at least 5 working days before the tender deadline. Tender validity period: 24 weeks from closing date.

Non-compulsory clarification meeting/site visit on 15 September 2026, 11:00–12:00, via Microsoft Teams. Tenderers must confirm intention to attend with Eskom Representative, stating name, position, and contact details of each attendee. Non-attendance does not disqualify as meeting is non-compulsory.

Eskom Representative: Abegail Mabuza, Tel 011 800 6943, email [email protected]. All queries must be addressed in writing to the Eskom Representative only. Fraud reporting: 0800 11 2722 / [email protected].

Submit electronically via the Eskom E-Tendering site (https://etendering.eskom.co.za) by 30 September 2026 at 10:00. Upload documents under folders Technical, Commercial, Financial, and Other. All documents in PDF; pricing schedule in PDF and Excel. No zip files, no hard copies. Max upload size per document 500 MB, total 4 GB. If resubmitting, only the latest version counts. Ensure submission status is marked complete. Late tenders are not accepted. Returnable forms (all must be completed and signed where required): Annexure A (Authorisation Form), Annexure B (Acknowledgement Form), Annexure C (Tenderer's Particulars), Annexure D (Integrity Declaration Form), Annexure E (CPA Requirements for Local Goods/Services), Annexure F (CPA(IG) for Foreign Goods/Services, if applicable), Annexure G1-G4 (SBD 6.2 Local Production and Local Content declarations, if designated materials included), Annexure H (SBD 1 Invitation to Bid), Annexure I (SBD 6.1 Preference Points Claim Form), Annexure J (SBD 4 Bidders Disclosure), E-tendering Help Manual acknowledgement form. Missing mandatory returnables may disqualify; incomplete non-disqualifiable returnables score zero.

Tenderers are required to submit various returnables, including Annexure A, Annexure B, Annexure C, and others, which are listed in the Tender Returnables section.

Evaluation uses the 90/10 preference point system: price scored out of 90 points, specific goals (B-BBEE) scored out of 10 points. Functionality/technical criteria apply; failure to meet minimum functionality score disqualifies. Technical mandatory criteria (disqualifying if not met): ISO 9001:2015 Quality Certificate from the bidding company (not a subcontractor); Valve Test Bench capable of testing Safety, Ball, Butterfly, Gate and Plug Valves, with drawings and material certificates, pressure testing at least 16 Bar, suitable for valves up to DN800. Functionality scoring includes: Experience in Refurbishing Old Valves (20%), Company Profile for Supply of New Valves (15%), Supervisor (10%), Valve Refurbishment Technician (10%), Quality Controller (10%), Methodology for Refurbishing Industrial Valves (15%), Testing (15%). Prices evaluated inclusive of VAT, corrected for arithmetical errors, excluding contingencies, adjusted for acceptable variations.

Scope: Supply, delivery and refurbishment of valves (Safety, Ball, Butterfly, Gate and Plug Valves) for Matla Power Station on an as-and-when-required basis for 3 years. Mandatory technical requirements: ISO 9001:2015 Quality Certificate from the bidding company; Valve Test Bench with capability to test Safety, Ball, Butterfly, Gate and Plug Valves, pressure test at least 16 Bar, handle up to DN800, equipped with pressure gauges and pressure relief valves (PSV); submit valid pressure gauge certificates. Refurbishment work must adhere to the ISO 9001 quality standard. Successful tenderer may be required to provide cataloguing information per item after award and label all materials per Eskom's labelling specifications.

Detailed methodology for refurbishing industrial valves (Safety, Ball, Butterfly, Gate, Plug) required, scored 15%. Methodology must describe steps to ensure valves refurbished to required standards.

Experience in Refurbishing Old Valves (20%): provide traceable evidence of previous valve refurbishment work (purchase orders, completion certificates, contract numbers) with client contact details. Scoring based on number of valves (3-4, 5-6, 7+). Company Profile for Supply of New Valves (15%): traceable purchase orders and delivery notes for supply of valves. Supervisor (10%): minimum National Diploma in Mechanical Engineering, certified within 3 months of tender closing, minimum 3 years' valve refurbishment experience. Valve Refurbishment Technician (10%): 2 x Mechanical Technicians with N6 Mechanical qualification, minimum 3 years' valve refurbishment experience. Quality Controller (10%): 5 years' QC experience on refurbished valves.

Quality Controller: submit CV with 5 years' quality control experience on refurbished valves. Quality management plan required describing quality control measures. ISO 9001:2015 certificate mandatory from bidding company. Testing of valves upon refurbishment required, including pressure testing at 16 Bar.

Completed NEC/FIDIC pricing schedule required. Pricing schedule/BOQ to be submitted in PDF and Excel. Prices inclusive of VAT, corrected for arithmetical errors, excluding contingencies.

Pricing schedule/BOQ to be submitted in PDF and Excel format. Prices evaluated inclusive of VAT, corrected for arithmetical errors, excluding contingencies. No performance security required (not applicable). Payment terms: Eskom committed to paying suppliers within 30 days for contracts below R50 million (incl. VAT), and within 60 days for contracts above R50 million (incl. VAT), from receipt of undisputed invoices. Tender validity 24 weeks.

Proof of CSD registration required. Tax compliance status PIN required (implied by standard Eskom requirements). B-BBEE status level certificate or sworn affidavit required (SBD 6.1). SBD 4 Bidders Disclosure mandatory. SBD 6.2 Local Production and Local Content declarations (Annexures G1-G4) required if designated materials included. COIDA certificate of good standing or proof of application (South African tenderers only). Audited financial statements for previous 18 months (or last year if not available) required for due diligence; for JV/SPV, each participant's statements required; start-ups within last 12 months exempt but must provide when available. Tenderer must not be under restriction to do business with Eskom or State-Owned Companies, not on National Treasury restricted list, not on Tender Defaulters list, no conflict of interest, not from sanctioned country, not subcontract 100% of scope.

B-BBEE status level certificate or sworn affidavit required. Specific goals scored out of 10 points under PPPFA 90/10 system. SBD 6.1 Preference Points Claim Form must be submitted.

SHEQ (Safety, Health, Environment, Quality) documentation required. COIDA certificate of good standing or proof of application (South African tenderers only). All work must be carried out safely and in compliance with health and safety regulations.

Environmental documents as required per scope of work. Work must be carried out in an environmentally responsible manner and comply with relevant environmental regulations.

Contract will be NEC Term Services Contract (TSC) with options W1 (dispute resolution), X1 (price adjustment for inflation), X2 (changes in law), X7 (delay damages), X17 (low performance damages), and Z (additional conditions). CIDB requirements not applicable. Payment terms as stated in financial requirements.

All materials delivered to Eskom must be labelled in line with Eskom's labelling specifications. Cataloguing information may be required after award; pricing schedule must include a line item for cataloguing if applicable.

Tenderers must meet eligibility criteria: not under restriction to do business with Eskom or State-Owned Companies, not on sanctions list, not submit more than one tender, JV/consortium agreement must state joint and several liability, no conflict of interest, tender signed by authorised person, not restricted by National Treasury, not on Tender Defaulters list, not subcontract 100% of scope.

Prices scored out of 90 points, specific goals out of 10 points. Functionality criteria apply with minimum threshold. Technical mandatory criteria (ISO 9001 certificate, Valve Test Bench) are disqualifying if not met.

The document is a standard SBD 4 form (Bidder's Disclosure) and contains no description of the goods or services beyond the tender title. No additional scope details are provided.

Department: SUPPLY CHAIN MANAGEMENT. No named contact, email, phone, or address is provided in the document.

Returnable form: SBD 4 (Bidder's Disclosure) must be completed, signed, and submitted with the bid. The form requires disclosure of any employment relationship with the state, any relationship with persons employed by the procuring institution, and any interest in related enterprises. A false declaration will disqualify the bid.

Bidders must not be listed in the Register for Tender Defaulters and/or the List of Restricted Suppliers. Bidders must comply with the declaration of interest requirements as stated in SBD 4. No other evaluation criteria are stated in the document.

No technical specifications are provided in the document. The tender title indicates supply, delivery, and refurbishment of valves for Matla Power Station, but no detailed scope is included.

SBD 4 (Bidder's Disclosure) must be completed and signed. Bidders must not be listed in the Register for Tender Defaulters or the List of Restricted Suppliers.

The only evaluation-related criterion stated is that bidders must not be listed in the Register for Tender Defaulters or the List of Restricted Suppliers, and must complete the SBD 4 declaration truthfully. No scoring or weighting is provided.

Construction

Steel Value-added Products

 Fabricated Structural Steel  100%

 Joining/Connecting Components  100%

 Frames  100%

 Roof and Cladding  100%

 Fasteners  100%

 Wire Products  100%

 Ducting and Structural pipework

{"name":null,"email":null,"phone":null,"department":" 100%","address":"Minimum threshold for local"}

Returnable documents: the standard Eskom returnable forms for this open tender. Bidders must complete, sign and submit all forms with the bid. Bids received after the closing time are disqualified.

Bidders must meet the minimum threshold for local content and comply with all relevant laws and regulations, including those related to B-BBEE, CIDB grading, and CSD registration.

The contract covers the supply, delivery and refurbishment of valves for Matla Power Station. The contract runs for three years on an as-and-when-required basis. The local content threshold for valves products and actuators is 70%.

 Casting or Frame Fabrication  100%

 Fabrication and winding of the Rotor Core  100%

 Accessories  100%

 Assembly and testing of the fully-built unit  100%

Rail Permanent Way 90%

 Rails and rail joints  100%

 Ballasts  100%

 Ballastless  100%

 Turnouts/switches and crossings  100%

 Railway sleepers  100%

 Rail fastening and accessories  100%

 Railway maintenance of way plant & equipment  70%

 Assembly and testing of fully build unitst  100%

Bidders must meet the minimum threshold for local content. Bidders must be registered on the CSD and hold a valid tax compliance status. Bidders must comply with B-BBEE requirements.

 Plates  100%

 Sheets  100%

 Galvanised and Colour Coated Coils  100%

 Wire Rod and Drawn Wire  100%

 Sections  100%

 Reinforcing bars  100%

Pumps, Medium Voltage (MV) Motor and Associated 70%

{"name":null,"email":null,"phone":null,"department":"y), should the resulting tender, or part thereof, be","address":"ENDERING PRACTICES"}

Returnable documents: Annexure A – Integrity Declaration Form, which must be completed, signed and submitted with the tender. The form requires disclosure of any interest or relationship between the tenderer and Eskom or state employees, and a declaration of fair tendering practices. Joint ventures must submit a joint venture agreement stating that all partners are jointly and severally liable and that the lead partner is authorised to act on behalf of all partners.

Tenderers must not be listed on National Treasury's Database of Restricted Suppliers or the Register for Tender Defaulters. No director, member or shareholder may have been convicted of fraud or corruption in procurement processes in the past five years. Tenderers must not be prohibited from doing business with any international financial development or funding agency. The signatory must be duly authorised to sign on behalf of the tenderer or joint venture.

provisions above, please complete the table hereunder with all required

Annexure a – integrity declaration form)

information.

Full Name & Capacity/ Identity Confirm and provide Full Names & To your

Position within tenderer (e.g. Number details (including Capacity/Position of knowledge

employee/Director/member/ employee number) if Eskom employee/ is thi

Annexure A – Integrity Declaration Form: discloses any interest or relationship with Eskom or state employees, and confirms no involvement in unfair tendering practices. Joint venture agreement: required if bidding as a JV; must state joint and several liability and lead partner authorisation.

The tenderer must disclose any relationship with Eskom employees, contractors, consultants or directors involved in the tender evaluation, adjudication or negotiation. This includes marital, familial, personal, financial or other interests. The tenderer must also confirm whether any employee, director, member, shareholder or owner is currently employed by Eskom, and if so, whether authorisation for remunerative work outside public sector employment has been obtained and declared.

The document provided is the SBD 6.2 form for local production and content declaration. It does not contain a general scope description for this tender.

Returnable documents — all must be completed, signed and submitted with the bid:

• SBD 6.2 (Declaration Certificate for Local Production and Content for Designated Sectors): declares the local content percentage of the bid price, calculated per SATS 1286:2011, and must be signed by the Chief Financial Officer or other legally responsible person nominated in writing by the CEO or senior member.
• Annex C (Local Content Declaration: Summary Schedule): must be submitted with the bid documentation at closing date and time.
• Annexes D and E (Imported Content Declaration and Local Content Declaration supporting schedules): must be completed and kept by the bidder for verification for at least 5 years.
• Proof of the SARB exchange rates used, if any imported content is declared.

Disqualification risks:

• Failure to submit the Declaration Certificate and Annex C as part of the bid documentation.
• Submission of incorrect or unverifiable local content data may result in remedies under Regulation 14 of the Preferential Procurement Regulations, 2017.

This is a designated sector tender. A two-stage bidding process may be followed: the first stage assesses compliance with the stipulated minimum threshold for local production and content; the second stage evaluates price and B-BBEE.

Bidders must meet the stipulated minimum threshold for local production and content to be considered.

The stipulated minimum threshold(s) for local production and content for this bid are not specified in the document provided.

The bid price excluding VAT (y) and imported content (x) must be declared. The local content percentage is calculated per SATS 1286:2011 and must be consolidated in Annex C.

Local content percentage must be calculated using the formula: LC = [1 - x/y]

• 100, where x is imported content in Rand and y is bid price excluding VAT.

Prices for imported content must be converted to ZAR using the exchange rate published by SARB at 12:00 on the date of advertisement of the bid.

Bidders must submit proof of the SARB exchange rates used.

Local content compliance:

• This tender falls under the Preferential Procurement Regulations, 2017 (Regulation 8) for designated sectors.
• Only locally produced or manufactured goods with a stipulated minimum threshold for local production and content will be considered.
• The local content percentage must be calculated per SABS approved technical specification SATS 1286:2011.
• The successful bidder may not sub-contract in a manner that reduces local content below the stipulated minimum threshold.
• The declaration must be signed by the Chief Financial Officer or legally responsible person; this obligation cannot be transferred to an external representative or third party.
• The institution has the right to verify local content as per SATS 1286:2011.

Bidders must declare the local content percentage of their bid price, calculated per SATS 1286:2011, and meet the stipulated minimum threshold for designated sectors. The declaration must be signed by the Chief Financial Officer or legally responsible person and submitted with the bid.

The successful bidder must maintain the stipulated minimum local content threshold for the duration of the contract and may not sub-contract in a manner that reduces it below the threshold.

If challenges are experienced in meeting the minimum local content threshold after award, the dti must be informed for verification and directives.

A two-stage bidding process may be followed: the first stage involves a minimum threshold for local production and content; the second stage evaluates price and B-BBEE.

{"closingDate":"1 March 2026"}

Contractors must complete the applicable Employee Tax Pack (Evaluation Pack A for Companies, Close Corporations or Trusts, or Evaluation Pack B for Individuals), answering all sections truthfully and signing the required declarations. The Pack includes a questionnaire with flow-based questions, and dependent on answers, the Contractor completes and signs the relevant appendices/declarations. The Pack applies ONLY to Contractors who supply Eskom Holdings SOC Ltd and its subsidiaries with services or labour. For companies/CCs/trusts, a duly authorised representative must complete the forms. Contractors who do not provide Eskom with services or labour should not complete this Pack.

Bidders must be registered with SARS, and must have a valid tax clearance certificate

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 2026/2027 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 2026/2027 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 2026/2027 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 2026/2027 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 2026/2027 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 2026/2027 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 2026/2027 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 2026/2027 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 2026/2027 Tax Years

Summary for ID No. Vendor No:

Company/Close Corporation/Trust Summary

Please sign

he 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.

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

Evaluation pack b....................................................................................................................... 13

Contractor’s details for an individual* ..................................................................... 13

1. Service or people test ................................................................................................... 14

Question 1(i) .............................................................................................................................. 14

2. People test .......................................................................................................................... 14

Question 2(i) .............................................................................................................................. 14

Question 2(ii) ............................................................................................................................. 14

3. Residence test ................................................................................................................... 14

Question 3(i) .............................................................................................................................. 14

4. Number of employees exclusion ................................................................................ 15

Question 4(i) .............................................................................................................................. 15

Question 4(ii) ............................................................................................................................. 15

Question 4(iii) ............................................................................................................................ 15

5. Place and control test ................................................................................................. 15

Question 5(i) .............................................................................................................................. 15

Question 5(ii) ............................................................................................................................. 15

6. Dominant impression test ............................................................................................. 16

Question 6(i) .............................................................................................................................. 16

Question 6(ii) ............................................................................................................................. 16

Question 6(iii) ............................................................................................................................ 16

Question 6(iv) ............................................................................................................................ 16

Question 6(v) ............................................................................................................................. 16

Question 6(vi) ............................................................................................................................ 16

Question 6(vii) ........................................................................................................................... 16

Question 6(viii)........................................................................................................................... 16

Question 6(ix) ............................................................................................................................ 16

Question 6(x) ............................................................................................................................. 16

Question 6(xi) ............................................................................................................................ 16

Particulars of individual .............................................................................................. 18

Applicable to the 2026/2027 Tax Years

Appendix 1 ....................................................................................................................................... 19

Three or more full - time employees who are not connected persons . 19

Appendix 2 ....................................................................................................................................... 20

ESKOM ...................................................................................................................................... 20

Appendix 3 ....................................................................................................................................... 21

And/or shall not be controlled or supervised by ESKOM ............................. 21

Appendix 4 ....................................................................................................................................... 22

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

Is or is likely to be received from any one client ............................................. 22

Appendix 5 ....................................................................................................................................... 23

Opposed to people ........................................................................................................... 23

Appendix 6 ....................................................................................................................................... 24

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

That the contractor is a labour broker ................................................................... 24

Appendix 7 ....................................................................................................................................... 25

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

Provider ................................................................................................................................ 25

Appendix 8 ....................................................................................................................................... 26

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

That the contractor is an independent supplier or contractor .................. 26

Appendix 9 ....................................................................................................................................... 27

Declaration by ........................................................................................................................ 27

That the contractor is a non-resident of the republic of south africa .... 27

Appendix 10 ..................................................................................................................................... 28

Definitions as per the income tax act, NO. , as amended. ................... 28

“Connected Person” .................................................................................................................. 28

"Associated Institution", in relation to any single employer, ...................................................... 29

"Labour Broker" ......................................................................................................................... 29

"Personal Service Provider” ...................................................................................................... 29

"Remuneration" ......................................................................................................................... 29

“Resident” .................................................................................................................................. 30

Applicable to the 2026/2027 Tax Years

Introduction

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

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

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

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

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

• Eskom Rotek Industries SOC Ltd

• Eskom Enterprises SOC (Pty) Ltd

• Escap SOC (Pty) Ltd

• Eskom Finance Company SOC (Pty) Ltd

• Eskom Foundation NPC

• Eskom National Transmission Company SA

The Pack is based on legislation and case law applicable to the 2026/2027 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 2026/2027 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 2026/2027 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 2026/2027 Tax Years

Questions Answer (Appendices

)

1(i) Are you a Resident of the Republic of South Africa in terms of 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 2026/2027 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 2026/2027 Tax Years

Appendices)

1(i) Do/will you provide Eskom with a service or people?

2(i) Do you provide Eskom with people and will these people be paid by you?

2 Are you in a possession of an IRP30 exemption certificate which is valid for

ii) the period under review?

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

Tax Act?

4(i) Do you employ 3 (three) or more persons throughout the year?

4(ii) Are these employees employed on a full time basis and are they engaged

in the business of the Individual?

4(iii) Are any of these employees Connected in respect of the individuals, e.g.

spouse, parent, adoptive parent, child, grandparent, cousin, etc.?

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

than 50%) at the premises of Eskom?

5(ii) 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(i) 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/

ill 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)

re 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 t

e 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?

Applicable to the 2026/2027 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 2026/2027 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 2026/2027 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 2026/2027 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 2026/2027 Tax Years

Appendix 6

Applicable to the 2026/2027 Tax Years

Appendix 7

Applicable to the 2026/2027 Tax Years

Appendix 8

Applicable to the 2026/2027 Tax Years

Appendix 9

Applicable to the 2026/2027 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 2026/2027 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 2026/2027 Tax Years

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. This Pack is based on tax legislation for the 2026/2027 tax year and is subject to change. In the questions, any references to "you" refers to the Contractor.

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.