Supply and service provision of various goods and services under a master agreement, including b-bbee, risk management and job creation obligations (TRANSNET)

This is a Master Agreement between Transnet SOC Ltd and a Supplier for the provision of full maintenance and leasing of forklifts and shunting tractors to Transnet Engineering at Koedoespoort, Durban and Salt River for a period of thirty-six (36) months on an as and when required basis.

For legal notices: Francina Chiloane, Senior Legal Advisor, 012 391 1343, Attention: Legal Department. For commercial notices: Zoe Ogbeifun, Senior Manager – Contracts Management, 012 391 1306, Attention: Contract Management Department. Supplier's addresses to be filled in.

Returnable documents: all mandatory National Treasury standard forms must be completed, signed and submitted, including SBD 4 (Declaration of Interest), SBD 6.1 (Preference Points Claim), SBD 8 (Declaration of Bidder's Past Supply Chain Management Practices), SBD 9 (Certificate of Independent Bid Determination), and an Authority to Sign / Board Resolution. Bidders must be registered on the CSD and provide a valid SARS tax clearance (Tax Compliance Status). Bidders must also submit a valid B-BBEE certificate and maintain it for the contract term. Subcontracting is subject to Transnet's approval; subcontractors must meet B-BBEE requirements. Bidders must commit to job creation as per their bid submission.

Bidders must be registered on the CSD and have a valid SARS tax clearance (Tax Compliance Status). Bidders must submit a valid B-BBEE certificate and maintain it for the contract term. Bidders must complete and sign all mandatory National Treasury standard forms, including SBD 4 (Declaration of Interest), SBD 6.1 (Preference Points Claim), SBD 8 (Declaration of Bidder's Past Supply Chain Management Practices), and SBD 9 (Certificate of Independent Bid Determination). Bidders must also provide an Authority to Sign / Board Resolution. Subcontracting is subject to Transnet's approval, and subcontractors must meet B-BBEE requirements. Bidders must commit to job creation as per their bid submission.

The agreement covers the provision of full maintenance and leasing of forklifts and shunting tractors to Transnet Engineering at Koedoespoort, Durban and Salt River, on an as and when required basis, for a period of thirty-six (36) months. The specific goods and services are detailed in the Schedule of Requirements (Schedule 1). The Supplier must comply with the National Railway Safety Regulator Act and adhere to railway safety requirements as applicable.

Transnet may inspect goods at the Supplier's premises, with free access during working hours. The Supplier must provide inspection gauges, test equipment, and test pieces. Calibration certificates must be less than 12 months old. The Supplier must give 7 business days' notice of readiness for inspection. Transnet may recover inspection costs for rejected goods.

Prices are subject to review as indicated in the Schedule of Requirements. Negotiations for price adjustments commence at least two months prior, considering market-related pricing, costs, order size, and specification changes. The Supplier must keep cost records for audit. If Transnet can purchase similar goods at lower cost, the Supplier may adjust prices or Transnet may purchase elsewhere or terminate. Similarly, if the Supplier sells to third parties at lower cost, price adjustments may be required. Payment terms: Transnet pays upon receipt of valid and undisputed tax invoices, with month-end statements and 30-day payment terms. Interest on late payments at prime rate. Ownership of Supplier's goods remains with the Supplier until full payment, with risk passing on delivery.

The Supplier must submit its B-BBEE status details and proof annually in March, notify Transnet of any change in B-BBEE status or corporate restructure that impacts it, and provide B-BBEE data upon request. The Supplier also committed to green economy/carbon footprint considerations in its bid.

The Supplier must comply with the Occupational Health and Safety Act and all applicable labour legislation. The Supplier must also comply with the National Railway Safety Regulator Act and adhere to railway safety requirements as applicable.

The Supplier must comply with all applicable environmental legislation and regulations, demonstrate sound environmental performance, and have an environmental management policy ensuring products are procured, produced, packaged, delivered, used, and disposed of in an environmentally appropriate manner. The Supplier must also provide an understanding of its position on waste disposal, recycling, and energy conservation.

Dispute resolution: disputes to be resolved by negotiation within 10 business days, then referred to AFSA, with proceedings in Johannesburg. The clause is severable and does not preclude urgent court relief. Addresses for notices: Transnet legal notices to Francina Chiloane, 012 391 1343; commercial notices to Zoe Ogbeifun, 012 391 1306. Notices may be delivered by hand, fax, or email, with deemed receipt rules. The agreement is the whole agreement, amendments require a formal change process, and it is governed by South African law. Bidders on the Register of Tender Defaulters or List of Restricted Suppliers are excluded.

The Supplier has undertaken to enter into a NIPP obligation agreement with the DTIC, and Transnet may monitor compliance with penalties for non-compliance. The Supplier also committed to create new jobs as per Section 10 of the RFP, with penalties for non-compliance.

Addresses for notices: For Transnet, legal notices to Francina Chiloane, 012 391 1343, Attention: Legal Department; commercial notices to Zoe Ogbeifun, Senior Manager – Contracts Management, 012 391 1306, Attention: Contract Management Department. Supplier's addresses to be filled in.

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Bidders must sign the Integrity Pact and certify in the RFX Declaration Form that they have read and agree with its content. Bidders must not appear on National Treasury's Register of Tender Defaulters or List of Restricted Suppliers. Bidders must not have committed serious breaches of law (corruption, fraud, theft, extortion, Competition Act contraventions) in the last 5 years. Bidders must disclose any conflict of interest with Transnet employees or board members. Bidders must not have litigated against Transnet in bad faith. Bidders must not have withdrawn a bid in bad faith after closing, failed to sign a contract, performed unsatisfactorily, or made incorrect statements regarding local content or B-BBEE status.

to the defined specifications of the works, goods and services; and

Bidders must uphold the ten principles of the United Nations Global Compact in the fields of Human Rights, Labour, Anti-Corruption and the Environment. This includes supporting the protection of human rights, upholding freedom of association, eliminating forced and child labour, supporting a precautionary approach to environmental challenges, promoting greater environmental responsibility, and encouraging the development of environmentally friendly technologies.

The Integrity Pact is a binding agreement between Transnet and the Bidder/Supplier, incorporated into the final contract. It obliges both parties to avoid dishonesty, fraud, and corruption, and to adhere to principles of fairness and transparency. Transnet commits to prevent its employees from soliciting or accepting bribes, to treat all bidders equitably, and to exclude employees with conflicts of interest. The Bidder commits to not offer bribes, not collude with competitors, not misrepresent facts, and to uphold the UN Global Compact principles. Violations may lead to disqualification, contract cancellation, recovery of sums paid, encashment of guarantees, exclusion from future business for up to 10 years, and reporting to authorities. The pact also covers conflict of interest disclosure, dispute resolution, and is governed by South African law.

Bidders must not collude with competitors, disclose bid terms to competitors, or engage in any anti-competitive practices. Bids that are suspicious will be reported to the Competition Commission and may lead to penalties or restriction from doing business with the public sector for up to 10 years.

Closing date: 2026-09-15 at 16:00. No briefing or site visit date is specified in the document; however, if a briefing is indicated as compulsory in the RFX, attendance is mandatory.

Bidders may be requested to attend a site visit or briefing session where necessary. If indicated as compulsory in the RFX Document, attendance is mandatory; failure to attend will result in disqualification.

For clarification before the closing date, bidders must upload questions onto the Transnet e-Tender Submission Portal or direct queries to the contact person listed in the RFX Document. After the closing date, communication is restricted to the contact person listed in the RFX Document. No specific contact details are provided in the document.

Bids must be submitted via the Transnet e-Tender Submission Portal by the closing date and time. Late bids will not be considered. Bids must be completed on the official forms provided; non-compliance may lead to rejection. All mandatory returnable documents listed in the RFX must be submitted with the bid; failure to do so will result in disqualification. Other non-mandatory schedules may also be required. Bidders must not be restricted on National Treasury's Register of Tender Defaulters or List of Restricted Suppliers. Bids must remain valid for the requested validity period. If a site visit or briefing is indicated as compulsory, attendance is mandatory for qualification. Bidders must provide full identification details (directors, members, or partners). Foreign bidders must provide an authorised South African representative and comply with Power of Attorney requirements. Unauthorised communication about the bid after the closing date may lead to disqualification.

All returnable documents listed in the RFX Documents must be submitted with the bid. Failure to submit mandatory returnable schedules/documents will result in disqualification. Failure to submit other schedules/documents may result in disqualification.

The evaluation criteria are not detailed in the provided document. Bidders must comply with the general conditions, including submission of all mandatory returnable documents, not being restricted, and attending compulsory briefings if required. The document does not specify the scoring split or preference point system.

The document does not provide specific technical specifications for the forklifts and shunting tractors. It states that goods offered must be new (unused, not second-hand or reconditioned) unless otherwise stipulated. Bidders must tender strictly in accordance with drawings and/or specifications supplied by Transnet. Any required drawings must be submitted before the closing time and date.

Unless otherwise stipulated, goods offered must be new, in unused condition, neither second-hand nor reconditioned.

For local supplies, prices must be inclusive of VAT, shown separately on the tax invoice. For foreign services, the South African service provider's tax invoice for the local portion must show VAT separately.

All monetary amounts must be in Rand (ZAR). Prices quoted subject to confirmation will not be considered. Prices for goods must be on a Delivered Duty Paid (latest ICC Incoterms) basis unless otherwise specified. Local supplies must be quoted on a Delivered RSA named destination basis; imported supplies on a Delivered Duty Paid basis. Prices must be inclusive of VAT, shown separately on the tax invoice. Bidders must delete items not tendered for. The successful bidder may be required to provide a Deed of Suretyship as security, the amount to be stipulated in the Bid Documents. Advance payments may require a guarantee. Conditional discounts are subject to specific calculation rules.

Bidders must not appear on the Register of Tender Defaulters or List of Restricted Suppliers. Foreign bidders must provide an authorised South African representative and a Power of Attorney complying with Rule 63 of the Uniform Rules of Court. Bidders must provide identification details of directors, members, or partners. The document does not specify CSD registration, tax clearance, B-BBEE, or CIDB requirements.

Should a conflict arise between these General Bid Conditions and the issued RFX document, the conditions stated in the RFX document shall prevail.

No bid will be awarded to a bidder whose name appears on the Register of Tender Defaulters or List of Restricted Suppliers. Transnet may withdraw an award or cancel a contract if it is established that a bidder has been restricted by another government institution.

After the closing date, bidders may only communicate with the contact person listed in the RFX Document. The document does not provide further evaluation criteria.

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Bidders must sign and return the Transnet Non-Disclosure Agreement (NDA) as part of the bid response. The NDA must be completed and submitted with the bid; failure to do so may result in disqualification.

No evaluation criteria are stated in the provided document. The NDA is a prerequisite for participation, but no scoring or preference point system is described.

supply a certificate signed by a director as to its full compliance with the

requirements of clause 3.3.2 above.

4. Announcements

4.1 Neither party will make or permit to be made any announcement or disclosure of its prospective interest

in the Bid without the prior written consent of the other party.

4.2 Neither party shall make use of the other p

Bidders must sign the Transnet Non-Disclosure Agreement, which requires them to keep all bid-related information confidential and use it only for the purpose of the bid. Bidders must act as principals, not as nominees, agents, or brokers. Bidders must comply with South African privacy laws (Section 14 of the Bill of Rights) and ensure appropriate technical and organisational measures for data protection.

The Non-Disclosure Agreement (NDA) between Transnet SOC Ltd and the bidding company defines Confidential Information and the obligations of the receiving party. The receiving party must keep all Confidential Information secret and use it only for the purpose of the bid. Disclosure is permitted only to agents who strictly need to know, and the receiving party remains liable for any breach by its agents. The receiving party must notify the disclosing party of any unauthorised use or disclosure and take steps to remedy it. All Confidential Information remains the property of the disclosing party. The receiving party must return or destroy all Confidential Information within 7 days of a written demand from Transnet, and supply a certificate signed by a director confirming compliance. Neither party may make announcements about the bid without prior written consent. The confidentiality obligations survive the termination of discussions and continue for 5 years. Each party acts as principal, not as nominee, agent, or broker. The disclosing party may pursue any legal remedies for breach. The receiving party must comply with South African privacy laws and have appropriate technical and organisational measures in place. The agreement may not be assigned without prior written consent, except Transnet may assign to any member of the Transnet Group. The agreement is governed by South African law, with exclusive jurisdiction of South African courts.

The tender is for the leasing, supply, maintenance, and support of forklifts and shunting tractors at Transnet Engineering facilities in Durban, Salt River, and Koedoespoort, including sub-regions. Equipment is used for material handling, logistics support, and rail vehicle shunting. The service provider must ensure high reliability, safety compliance, and availability of equipment at all times. Scope includes provision of equipment for continuous monthly operation (80, 100, and 260 hours for Salt River, Koedoespoort, and Durban respectively), preventative and corrective maintenance in line with OEM standards, breakdown support and emergency response, equipment performance monitoring and reporting, and compliance with all statutory and safety requirements.

No briefing session or site visit is mentioned in the document. The closing date is 2026-09-15 at 16:00 as per the tender record.

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Bidders must be competent service providers able to supply, maintain, and support the specified equipment across multiple sites. Must comply with the Occupational Health and Safety Act, 1993, and all applicable legislation. Must provide equipment with valid load test certificates (SANS 10388) and maintain licensing/registration. Must have a structured breakdown response system and dedicated call centre. Must be able to deliver within 8 weeks. No specific pre-qualification thresholds (e.g., CSD, B-BBEE level) are stated in the provided document.

Scope: Leasing, supply, maintenance, and support of forklifts and shunting tractors at Transnet Engineering facilities in Durban, Salt River, and Koedoespoort, including sub-regions. Equipment used for material handling, logistics support, and rail vehicle shunting.

Forklift requirements:

• Durban: 1 x 2.5 ton battery-operated, 33 x 3 ton, 22 x 5 ton, 10 x 7 ton, 1 x 10 ton (total 67 units).
• Koedoespoort: 15 x 3 ton, 14 x 3.5 ton, 2 x 4 ton, 14 x 5 ton, 6 x 7 ton, 1 x 10 ton (total 52 units).
• Salt River: 13 x 2.5 ton, 9 x 3.5 ton, 4 x 5 ton (total 26 units).
• All forklifts must be diesel-powered except where battery operated units are specified (one 2.5 ton in Durban, one 2.5 ton in Salt River).
• Solid rubber tyres required; pneumatic tyres not accepted.
• Each unit must have lifting forks, load backrest, overhead guards, reverse alarm, strobe light, mirrors, horn, fire extinguisher, and driver tracking/telematics system.
• Forklifts must be new or near-new, not exceeding 1,000 operating hours at deployment.
• Rated capacity at 500 mm load centre; any equipment with lower capacity at that load centre is non-compliant.
• All 7-ton and 10-ton forklifts must have hydraulic side shift with ±100 mm lateral travel.

Shunting tractors:

• Durban: 3 shunting tractors required (2 at Wagons S/Dunes, 1 at Wagons Insezi).
• Preferred equipment: Dezzi H140T 4×2 Haulage Tractor, or equivalent that meets or exceeds specifications.
• Tractor requirements: permanent 4×2 drive, dimensions fitting 3.5 m height and 2.8 m width doors, diesel engine with at least 142 kW continuous power and 930 Nm peak torque, automatic or power-shift transmission, minimum trailing load of 30 tonnes, drawbar pull not less than 30 kN, minimum road speed 40 km/h, hydraulic power steering, heavy-duty brakes with fail-safe parking brake, air compressor, hydraulic system with full-flow filtration, fuel capacity for 10-hour shift, fully enclosed certified cab with air conditioning, front and rear railway couplers compatible with AAR Type E/E/F/F knuckle couplers, coupler geometry (centre height 880±10 mm, articulation ±13° horizontal, ±5° vertical), heavy-duty pusher plates, 360° visibility with mirrors and safety features, heavy-duty tyres (min 14 PR), welded chassis with 20-year design life, operation in ambient temperatures 0-45°C, humidity 10-100%, saline coastal atmosphere, altitude up to 1800 m, compliance with OHSA, SANS, ISO 12100, ISO 3691, and provision of OEM manuals and training.

Service and maintenance:

• Service provider responsible for all maintenance, proactive and aligned to OEM requirements.
• Breakdown response: respond within a few hours, complete repairs within 48 hours, or provide equivalent replacement equipment at no additional cost.
• Breakdowns limited to manufacturing defects, mechanical defects, or normal wear and tear; user negligence or misuse excluded.
• Usage assumptions for pricing: Salt River 80 hours/month, Koedoespoort 100 hours/month, Durban up to 260 hours/month.
• Pricing must include all routine servicing, labour, parts, consumables, inspections based on OEM schedules.
• Dedicated call centre as single point of contact, operating 8:00-16:00 with after-hours emergency support; incidents resolved within 48 hours.
• Annual load testing by accredited LME/LMI inspector per SANS 10388; valid test certificates required.
• All equipment must be licensed and roadworthy, with valid licence discs per Department of Transport regulations.
• Delivery within 8 weeks from receipt of Transnet Order; service provider responsible for delivery, offloading, commissioning, and handover.
• Monthly performance reports required, including CIS (Customer Information Schedule).

Service provider must implement a structured breakdown response system: respond within a few hours and complete repairs within 48 hours, or provide equivalent replacement equipment at no additional cost. Maintenance must be proactive and aligned to OEM requirements. A dedicated call centre must be the single point of contact for fault reporting, breakdowns, and general support, operating 8:00-16:00 with after-hours emergency support. Monthly performance reports must be submitted detailing equipment utilisation, breakdowns, maintenance activities, and overall availability.

All equipment must undergo annual load testing by an accredited LME/LMI inspector in accordance with SANS 10388. Valid test certificates must be issued and made available. Equipment without valid certification is deemed non-compliant and removed from service. All testing and certification costs are included in the contract.

Pricing must be based on estimated operating hours per site: Salt River 80 hours/month, Koedoespoort 100 hours/month, Durban up to 260 hours/month. Annual maintenance cost must be calculated based on OEM recommended preventive maintenance schedule and service intervals. Pricing should include all routine servicing, labour, parts, consumables, inspections, and any other maintenance activities required to keep equipment operational. All testing and certification costs must be included in the contract. Transnet Engineering is only liable for damage resulting from proven misuse or negligence.

Compliance with Occupational Health and Safety Act, 1993, and all applicable legislation. Equipment must comply with SANS standards, National Road Traffic Act (where applicable), ISO 12100, ISO 3691 (where applicable), and Transnet Engineering safety requirements. All work on Transnet premises must comply with Transnet SHERQ Contractor Management Procedure. Equipment must be licensed and registered where applicable, with valid licence discs. Annual load testing per SANS 10388 by accredited LME/LMI inspector; valid test certificates required. No specific pre-qualification thresholds (e.g., CSD, B-BBEE level) are stated in the provided document.

All work on Transnet Engineering premises must comply with the Transnet SHERQ Contractor Management Procedure. Equipment must comply with the Occupational Health and Safety Act, applicable SANS standards, National Road Traffic Act (where applicable), ISO 12100, ISO 3691, and all relevant Transnet Engineering safety requirements. Forklifts must have safety features including reverse alarm, strobe light, mirrors, horn, and fire extinguisher. Shunting tractors must have 360° visibility, front and rear mirrors, reverse alarm, work lights, fire extinguisher, and audible warning horn.

Equipment must operate continuously under ambient temperatures 0°C to +45°C, relative humidity 10–100%, heavy saline coastal atmosphere, and altitude from sea level to 1,800 m.

Contract period is 36 months. The service provider must ensure high reliability, safety compliance, and availability of equipment at all times. The preferred shunting tractor is the Dezzi H140T 4×2 Haulage Tractor, but equivalent may be offered if it meets or exceeds specifications. The service provider is responsible for all maintenance and repairs due to normal wear and tear; Transnet is only liable for damage from proven misuse or negligence. Monthly performance reports are required, including CIS (Customer Information Schedule).

Tenderers must review the specification in its entirety and identify any ambiguities, omissions, inconsistencies, or requirements that may affect successful delivery. Such matters must be raised in writing with Transnet Engineering during the tender period. Failure to do so will be deemed acceptance of the specification as issued.

During tender evaluation, the supplier must submit coupler drawings, mounting details, coupler center height, and proof of compatibility for the railway couplers.