Facilities management and technical services for ESKOM properties — cape coastal cluster (atlantic and protea zones)

Description

• This document is a Contract Quality Plan template based on SANS 466:2005 / ISO 10005:2005.
• It provides a structured framework for suppliers to plan quality management for the contract.
• The template covers: definitions, scope of work, communication channels, organogram, interfacing documents, supplier/sub-supplier lists, monitoring, quality control plans, special controls, document submission, records management, non-conformance, databook, tools/equipment, customer property, preservation, traceability, and commissioning.

Technical specifications

• The supplier must prepare a Contract Quality Plan (CQP) aligned with SANS 466:2005 / ISO 10005:2005.
• CQP must cover: definitions, scope of work, communication channels (email, meetings, reporting), organogram with roles/responsibilities including QA/QC functions.
• List of interfacing documents: supplier core processes, work instructions, policies, procedures, industry standards, specifications, drawings.
• List of suppliers and sub-suppliers for materials/components and outsourced activities, with selection criteria.
• Monitoring plan for sub-suppliers/contractors.
• Interface of sub-supplier QMS with supplier QMS.
• Index of items to be manufactured, refurbished, or newly purchased with production schedule and in-house/outsource indication.
• Activities requiring Quality Control Plans (QCP) or Inspection Test Plans (ITP) offsite and onsite.
• Processes requiring special controls governed by manufacturing/fabrication codes (e.g., welding, NDT/NDE) with quality control activities.
• Documented information to submit to Eskom: technical records, method statements, inspection reports, signed QCPs, technical assurance reports, warranty certificates, material certificates, dimension reports, test reports.
• Records control and retention: identification, completion, retention, disposition, retrievable filing system.
• Concession and non-conformance management processes (flowchart/process).
• Databook management: submission, review, acceptance, purchase orders for quality-critical items.
• Tools and equipment list with calibration/maintenance/test status.
• Customer property handling per ISO 9001.
• Product preservation: identification, handling, contamination control, packaging, storage, transportation, protection.
• Identification and traceability methods for statutory/regulatory requirements.
• Commissioning and post-delivery activities: warranty, customer satisfaction, technical support, defect correction, retention funds.

This document constitutes Annexure A: Requirements for the Service and Price List for the provision of Facilities Management Services (Technical Services) for the Western Cape Operating Unit (WCOU) in the Cape Coastal Cluster, covering the Atlantic and Protea Zones. It includes the Bills of Quantities, Notes to Tenderers, Model Preambles, and Supplementary Preambles.

Closing date: 3 November 2026 at 10:00

No compulsory briefing or site visit date is specified; site visits are urged but not scheduled.

Submission requirements:

• Submit fully priced and extended Bills of Quantities with the tender.
• After checking, initial each page and sign the first and last pages in full.
• No alterations, erasures, omissions, or additions to the Bills of Quantities text and conditions are permitted.
• Contractors are urged to visit all identified sites prior to pricing to understand the nature of works, numbered assets, and building locations.
• Pricing must include any additional costs arising from the General Notes; no later claims for additional costs will be considered.
• Submission method and address are not specified in this document.

Scope: Provision of Facilities Management Services (Technical Services) for Properties Management in the Cape Coastal Cluster, Western Cape (Atlantic and Protea Zones).

Contract form: NEC3 Term Service Contract.

Work sections: Preliminaries; Building Works & Alterations; Plumbing and Drainage; Electrical; Schedule of Rates.

Management: Contractor must provide an experienced Supervisor/Manager; submit names and CVs of proposed management team before commencement; no changes without written approval of the Eskom ERE (WC) Official.

Standards: All work to comply with Model Preambles for Trades (2008 Edition) and Supplementary Preambles; South African National Standards (SANS) as referenced.

Site conditions: Site always occupied by Employer (maintenance contract); contractor must allow for temporary fencing, screening, hoardings, and storage arrangements with Eskom ERE (WC) Official.

Site visits: Contractors urged to visit all sites before tendering.

Site administration: Maintain Site Instruction Book (A4 triplicate) and Daily Record Book (A4 triplicate) on site; daily records signed by contractor and counter-signed by Eskom ERE (WC) Official.

Temporary works: Contractor provides all temporary buildings, services, roads, etc.; no guarantee of space within site boundaries; contractor responsible for permissions and costs.

Existing property: Joint inspection required before commencement to record existing cracks/defects; contractor liable for any damage not reported.

Health and safety: Comply with all statutes; prevent dust and noise nuisance; submit required forms before starting work.

Traffic: Comply with all traffic authority requirements; pay all deposits, fees, charges.

Procedure: Follow prescribed work procedure; notify Eskom ERE (WC) Official of any deviations; price for disruption costs.

Pricing format: Bills of Quantities with Schedule of Rates; rates to include material, labour, plant, wastage, transport, and profit.

VAT: Calculate rates excluding VAT; add 15% VAT to the net sub-total on the final summary page as a single sum.

No bid security, performance bonds, guarantees, retention, or payment terms are specified in this document.

Eskom requires facilities management services and technical services for properties management in the Cape Coastal Cluster, Western Cape, covering the Atlantic and Protea Zones.

This is a standard non-disclosure agreement template, not tender-specific contract terms. The NDA governs confidentiality of information exchanged during the procurement process.

Key obligations if signed:

• Confidential information must be protected with at least a reasonable standard of care
• Information may only be used for evaluating the tender and disclosed to representatives on a need-to-know basis
• All materials must be returned or destroyed within 7 business days if requested
• Term: 3 years from termination of the relationship or as specified in any subsequent agreement
• Breach: 7 business days to remedy before Eskom may pursue legal remedies
• Governing law: Republic of South Africa
• Eskom may assign rights to subsidiaries or restructured entities without consent
• No joint venture, partnership or employment relationship is created

Eskom Form A — Tender & Contract Quality Requirements (Document Identifier 240-68099512 Rev 10).

• Authorisation date: May 2026; review date: May 2031.
• Purpose: to confirm the tenderer's quality management system meets Eskom specification 240-105658000 and ISO 9001 Standard for the provision of Facilities Management Services and Technical Services in the Cape Coastal Cluster, Western Cape.

Closing: 3 November 2026 at 10:00

Form authorisation date: May 2026

Form review date: May 2031

Eskom quality representative sign-off: 24 July 2026

Eskom quality representative

• Name: Xola Klaas
• Role: Senior Advisor Quality Assurance
• Sign-off date: 24 July 2026

Tenderer's quality representative

• Must be named, with designation, date and signature on Form A

Quality evaluation framework

• Form A (Tender & Contract Quality Requirements): must be completed, signed and submitted by the tenderer's quality representative.
• The form acknowledges acceptance of Eskom Supplier Quality Requirements per specification 240-105658000 and ISO 9001 Standard.
• Category 4 selected for pre-contract award quality requirements (clause 4.1 of 240-105658000).
• Main supplier and sub-supplier capability and capacity assessment: not applicable.

Post-contract award quality obligations (all applicable):

• Contract execution monitoring (clause 5)
• Supplier quality performance monitoring phase (clause 5)
• Supplier quality audit (clause 5)
• Eskom rights of access (clause 6)
• Eskom rights to information (clause 6)
• Preservation requirements (clause 6)
• Quality audits related conditions (clause 6)
• Management of nonconformities and nonconforming outputs identified by Eskom (clause 6)
• Special processes (clause 6)

ISO 9001 clauses applicable:

• Clause 4: Context of the Organisation
• Clause 5: Leadership
• Clause 6: Planning
• Clause 7: Support
• Clause 8: Operation
• Clause 9: Performance evaluations
• Clause 10: Improvement

ISO 9001 principles applicable:

• Customer focus, Leadership, Engagement of people, Process approach, Improvement, Evidence-based decision making, Relationship management

Scope: Facilities Management Services (FMS) and Technical Services for Properties Management in the Cape Coastal Cluster, Western Cape — Atlantic and Protea Zones.

Quality specification: 240-105658000 (Eskom Supplier Quality Requirements) with ISO 9001 Standard.

Pre-contract award: Category 4 quality requirements apply.

Post-contract award conditions:

• Eskom retains rights of access to supplier premises and information
• Supplier must preserve product and documentation as specified
• Eskom may identify and require correction of nonconformities
• Special processes must be controlled and validated
• Quality audits may be conducted at Eskom's discretion

Eskom Supplier Quality Requirements (specification 240-105658000) — applicable elements:

Pre-contract award (Category 4):

• Quality planning and system documentation required before award.
• Main supplier and sub-supplier capability and capacity assessment: not applicable for this tender.

Post-contract award:

• Contract execution: Eskom oversight of work execution.
• Supplier quality performance monitoring: ongoing performance measurement.
• Supplier quality audit: Eskom may audit the supplier's quality system.
• Rights of access: Eskom may enter supplier premises.
• Rights to information: Eskom may require quality records and data.
• Preservation: supplier must protect product and documentation integrity.
• Quality audits: conditions and scheduling as Eskom determines.
• Nonconformity management: supplier must correct outputs Eskom identifies as nonconforming.
• Special processes: processes where output cannot be verified by subsequent inspection must be validated and controlled.

ISO 9001 alignment:

• All seven ISO 9001 clauses (4–10) and all seven quality principles are applicable.

Quality management system

• ISO 9001 certification or equivalent quality management system compliance required.
• All ISO 9001 clauses and principles marked applicable must be demonstrated.

Returnable form

• Form A (Tender & Contract Quality Requirements): completed and signed by tenderer's quality representative, acknowledging acceptance of Eskom specification 240-105658000 and ISO 9001 Standard.

Registration

• Eskom Holdings SOC Limited, Reg No 2002/015527/06.

Eskom quality representative

• Name: Xola Klaas
• Role: Senior Advisor Quality Assurance
• Sign-off date: 24 July 2026

Tenderer's quality representative

• Must be designated on Form A with signature and date.

Scope: Facilities Management Services (FMS) and Technical Services for Properties Management in Eskom's Cape Coastal Cluster, Western Cape, covering the Atlantic and Protea Zones.

Closing: 3 November 2026 at 10:00

Document issued: 24 July 2026

Eskom representative: Xola Klaas

Project: FMS Technical services Contract Properties Management

• Form A: completed and signed (mandatory, 1 point)
• QMS manual and documented procedures
• Quality policy and objectives (top management approved)
• Organisation chart and responsibility matrix
• External provider control documentation
• Draft contract quality plan
• Draft ITP or QCP from similar work
• Any additional requirements per scope of work

Quality evaluation uses a scored checklist across five sections, total 13 points.

Section A — QMS documentation (7 points)

• QMS manual or scope document: 1 point
• Quality policy (top management approved): 1 point
• Quality objectives (top management approved): 1 point
• Document and record control (ISO 9001:2015 Clause 7.5): 1 point
• Nonconforming output control (Clause 8.7): 1 point
• Nonconformity and corrective action (Clause 10.2): 1 point
• Internal audit (Clause 9.2): 1 point

Section B — QMS in operation (2 points)

• Organisation chart and responsibility matrix including quality function: 1 point
• External provider control criteria (evaluation, selection, monitoring, re-evaluation per Clause 8.4): 1 point

Section C — Contract Quality Plan (1 point)

• Draft contract/project quality plan specific to tender scope (ISO 10005): 1 point

Section D — Quality Control Plan (1 point)

• Draft ITP or QCP on similar/previous work: 1 point

Section E — Additional requirements (2 points)

• Form A completed and signed: 1 point
• Other customer-specific requirements per scope: 1 point

Note: Category 3 quality requirements. Deliverables marked "Apply = 1" are mandatory for evaluation.

Scope: Facilities Management Services (FMS) and Technical Services for Properties Management in the Cape Coastal Cluster, Western Cape — Atlantic and Protea Zones.

Quality deliverables required:

• QMS manual defining scope and processes
• Approved quality policy and objectives
• Documented information for document/record control, nonconforming outputs, corrective action, internal audits
• Organisation chart with quality management function
• Responsibility matrix
• External provider evaluation and monitoring criteria
• Draft contract quality plan specific to this scope (ISO 10005)
• Draft inspection and test plan or quality control plan from similar previous work
• Completed and signed Form A
• Any additional customer-specific requirements per scope of work

Quality management requirements per Eskom specification 240-105658000:

QMS requirements (ISO 9001:2015 compliance, certification not required):

• Documented QMS with defined scope
• Top management approval of quality policy and objectives
• Document and record control (Clause 7.5)
• Control of nonconforming outputs (Clause 8.7)
• Nonconformity and corrective action (Clause 10.2)
• Internal audit programme (Clause 9.2)

Operational evidence required:

• Defined roles, responsibilities and authorities (Clause 5.3)
• External provider control: evaluation, selection, performance monitoring, re-evaluation criteria (Clause 8.4)

Contract-specific quality planning:

• Draft contract/project quality plan per ISO 10005 (Ref 240-109253698)
• Draft inspection and test plan or quality control plan per scope (Ref 240-109253302)

Customer-specific additional requirements may be specified per scope of work.

Quality standards referenced:

• ISO 9001:2015 (all clauses as specified)
• ISO 10005 (quality plans)
• Eskom specification 240-105658000
• Eskom specification 240-109253698 (contract quality plan)
• Eskom specification 240-109253302 (quality control plan)

Required evidence:

• Objective evidence of documented QMS complying with ISO 9001 (certification not mandatory but compliance is)
• Form A completed and signed

Scored quality checklist, total 13 points across five sections:

Section A — QMS documentation (7 points): QMS manual, quality policy, quality objectives, document/record control, nonconforming output control, corrective action, internal audit — all per ISO 9001:2015.

Section B — QMS in operation (2 points): organisation chart with quality function; external provider control criteria per Clause 8.4.

Section C — Contract Quality Plan (1 point): draft plan specific to tender scope per ISO 10005.

Section D — Quality Control Plan (1 point): draft ITP or QCP from similar previous work.

Section E — Additional requirements (2 points): completed Form A; other customer-specific requirements per scope.

Category 3 quality requirements. Items marked "Apply = 1" are mandatory for evaluation.

Closing: 3 November 2026 at 10:00

Note: The extracted text references "27 January 2025" as a form date; this appears to be the form template date, not the tender closing date. The official tender closing date is 3 November 2026 at 10:00.

Submission method: e-Tendering via the Eskom e-Tendering Solution.

Mandatory returnable form: E-Tendering Training Acknowledgement Form (Template ID: 240-9722574 Rev 1) — bidders must confirm completion of self-training through the e-Tendering Noddy Guide, video, or clarification meeting, and confirm ability to operate the e-Tendering Solution.

Disqualification risk: failure to fully complete and submit the Acknowledgement Form within the prescribed period renders the bid non-responsive and disqualifies the bidder from the procurement process.

E-Tendering Training Acknowledgement Form (Template ID: 240-9722574 Rev 1) — mandatory returnable document. Bidders must confirm completion of self-training through the e-Tendering Noddy Guide, video, or clarification meeting, and confirm ability to operate the e-Tendering Solution. Must be fully completed and submitted within the prescribed period; omission or incomplete submission renders the bid non-responsive and disqualifies the bidder.

This document is an e-Tendering training acknowledgement form only; no evaluation criteria are stated. Evaluation criteria for the underlying tender (RFQ for Facilities Management Services and Technical Services) are not contained in this document.

E-Tendering registration: bidders must complete self-training on the Eskom e-Tendering Solution and submit the signed E-Tendering Training Acknowledgement Form (Template ID: 240-9722574 Rev 1) as a mandatory pre-condition for accessing the e-Tendering platform.

No other compliance requirements are stated in this document.

Provision of Facilities Management Services (FMS) and Technical Services for Properties Management in the Cape Coastal Cluster, Western Cape, Atlantic and Protea Zones. Contract duration: 5 years.

Closing date and time: 3 November 2026 at 10:00.

Compulsory briefing or site visit: not mentioned in the document.

Document effective date: 1 April 2023.

Document review date: April 2026.

B-BBEE improvement/retention plan due: within 30 days after contract signature.

SDL&I Implementation Schedule due: within 28 days after contract award.

Quarterly reporting: every quarter during contract period.

Eskom review of SDL&I reports: within 30 days of receipt.

No named SCM or technical contacts provided in the document.

Enquiries regarding NIPP: Department of Trade, Industry and Competition (dtic).

Submission address: not specified.

Service delivery address: Cape Coastal Cluster, Western Cape, Atlantic and Protea Zones (properties management).

Returnable documents required with the bid:

• SBD 6.2 Declaration for Local Production and Content and Annex C (Local Content Declaration – Summary Schedule) – mandatory where designated sectors apply (cement, textiles, clothing, leather, footwear, PPE).
• Valid B-BBEE certificate issued by a SANAS-accredited verification agency, or a sworn affidavit / CIPC affidavit, plus proof of ownership/shareholding (CIPC documentation preferred), certified ID copies of shareholders, and proof of disability where applicable.
• Subcontracting documentation (if subcontracting is proposed): signed subcontracting agreement with subcontractors’ company registration documents (CK) and B-BBEE certificate or sworn affidavit; or copies of subcontracting contracts/letters of intent signed by both tenderer and subcontractor(s). Subcontractor details table must be completed (name, proposed scope, % subcontracting, contact person, telephone, email).
• SDL&I Implementation Schedule to be completed and returned within 28 days after contract award.
• Quarterly compliance reports per Data Collection Template during contract execution.

Disqualification risks:

• Failure to submit mandatory returnable forms (SBD 6.2, Annex C, B-BBEE evidence, subcontracting documents where applicable).
• Failure to meet objective criteria (local content thresholds) may lead to second-ranked tenderer being recommended for award.
• Non-compliance with CIDB Construction Skills Development Goal (if applicable) renders tender non-responsive.
• Subcontracting more than 25% of contract value to an entity with a lower B-BBEE status level, unless subcontracted to a capable EME.

Submission method and address: not specified in the provided document. Closing date and time: 3 November 2026 at 10:00.

Evaluation uses a preference point system (80/20 or 90/10) where price and specific goals (B-BBEE) are scored.

Preference points for B-BBEE status level:

• Level 1: 20 points (80/20) / 10 points (90/10)
• Level 2: 18 / 9
• Level 3: 14 / 6
• Level 4: 12 / 5
• Level 5: 8 / 4
• Level 6: 6 / 3
• Level 7: 4 / 2
• Level 8: 2 / 1
• Non-compliant: 0 / 0

Bidders who do not submit B-BBEE documentation are not disqualified but score 0 out of 10/20 for specific goals and may only score out of 90/80 for price.

Objective criteria (condition for contract award):

• Local production and content minimum thresholds must be met in full: Cement 100%; Textile, Clothing, Leather, Footwear and PPE 100%.
• SBD 6.2 and Annex C are mandatory returnables for designated sectors.
• Suppliers must verify DTIC compliance; exemption letters required if inputs cannot be wholly sourced locally.

Subcontracting commitments (if feasible): minimum 30% of contract value to designated groups (EME/QSE ≥51% black owned, black youth, black women, black people with disabilities, black people in rural/underdeveloped areas/townships, black-owned cooperatives, black military veterans).

CIDB Skills Development: no compulsory training required (5GB or higher not applicable).

National Industrial Participation Programme (NIPP): not applicable (import content below USD 5 million threshold).

Minimum qualifying score: not explicitly stated.

Scope: Provision of Facilities Management Services (FMS) and Technical Services for Properties Management in the Cape Coastal Cluster, Western Cape, covering the Atlantic and Protea Zones.

Contract duration: 5 years.

Local procurement content target: 100% (total spending minus imported component). Tender response must separate local and imported components per the Price Schedule.

Job creation and retention: bidders must propose type and number of jobs to be created and retained in South Africa as a direct result of the contract.

Designated sectors with 100% local content threshold: Cement; Textile, Clothing, Leather, Footwear and PPE.

CIDB Construction Skills Development Goal: not applicable (no compulsory training).

Subcontracting: if feasible, minimum 30% of contract value to designated groups (see evaluation criteria). Maximum 25% of contract value may be subcontracted to an entity with a lower B-BBEE status level unless subcontracted to a capable EME.

Bidders must submit proposals for the type and number of jobs to be created and retained in South Africa as a direct result of the contract award.

Price Schedule included with tender documents. Tender response must separate local and imported components. Local procurement content = total spending minus imported component. Eskom target: 100% local content.

Penalties for failure to meet SDL&I obligations:

• 2.5% of invoice amount.
• 2.5% of contract value.

Retention: 2.5% of every invoice (excluding VAT) held as security for fulfilment of SDL&I obligations.

Retention release conditions:

• Receipt of SDL&I progress reports from contractor.
• Fulfilment of all SDL&I obligations.
• Submission of approved compliance report by SDL&I Department.

Pricing format: Price Schedule included with tender documents; local and imported components must be separated.

Bid security, bonds, guarantees, payment terms, and turnover requirements: not specified in the provided document.

Mandatory compliance items:

• CSD registration: implied but not explicitly stated.
• Tax compliance (SARS tax clearance/TCS pin): implied but not explicitly stated.
• B-BBEE: valid certificate (SANAS-accredited) or sworn affidavit / CIPC affidavit is a condition for contract award.

• Revenue ≤ R10 million (EME): qualifying sworn affidavit acceptable.

• Revenue ≤ R50 million (QSE): applicable certificate or qualifying affidavit (if ≥51% black owned).

• Revenue > R50 million: valid B-BBEE certificate required.

• Supporting documents: proof of ownership/shareholding (CIPC preferred), certified ID copies of shareholders, proof of disability where applicable.

• Local content: Cement 100%; Textile, Clothing, Leather, Footwear, PPE 100%. SBD 6.2 and Annex C mandatory returnables.
• CIDB: no compulsory training required (5GB or higher not applicable).
• Subcontracting: if feasible, 30% minimum to designated groups; max 25% to lower B-BBEE entity unless capable EME.
• B-BBEE improvement/retention plan: submit within 30 days of contract signature.

• Level 1: maintain.

• Level 2–3: improve/maintain.

• Level 4: achieve Level 3 by end of Year 1, then improve one level per year.

• Level 5–8 or non-compliant: achieve Level 4 by end of Year 1, then improve at least one level per year from Year 2.

• Quarterly SDL&I compliance reports per Data Collection Template.
• SDL&I Implementation Schedule due 28 days after award.
• Sworn affidavit validity requirements: deponent name/ID, designation, enterprise name/address, ownership percentages, revenue and financial year end, B-BBEE status level, empowering supplier status, same-date signatures of deponent and Commissioner of Oaths, independent Commissioner of Oaths.

B-BBEE certificate or sworn affidavit mandatory for contract award. Points allocation per status level (see evaluationCriteria). Revenue thresholds: ≤R10M (EME) – sworn affidavit; ≤R50M (QSE) – certificate or affidavit if ≥51% black owned; >R50M – valid certificate. Required supporting documents: proof of ownership/shareholding (CIPC), certified ID copies of shareholders, proof of disability where applicable. B-BBEE improvement/retention plan due within 30 days of contract signature with annual migration targets based on starting level. Sworn affidavit must meet validity criteria (deponent details, ownership percentages, revenue, financial year end, status level, empowering supplier status, same-date signatures, independent Commissioner of Oaths).

No specific health and safety requirements detailed in the provided document. The extracted text appears to contain B-BBEE affidavit validity requirements incorrectly categorised under health_safety.

SDL&I penalties: 2.5% of invoice amount and 2.5% of contract value for failure to meet SDL&I obligations. Retention: 2.5% of every invoice (excl. VAT) as security. Release upon receipt of progress reports, fulfilment of obligations, and approved compliance report. Quarterly reporting per Data Collection Template; Eskom reviews within 30 days. Corrective measures required before next report; failure invokes retention clauses. SDL&I Implementation Schedule due 28 days after award. Mandatory subcontracting not required (contract split among 4 contractors) but 30% subcontracting to designated groups encouraged if feasible. Local content thresholds mandatory for designated sectors. NIPP not applicable.

Preference point system (80/20 or 90/10) with B-BBEE specific goals scoring as per table. Objective criteria: local content thresholds (Cement 100%, Textile/Clothing/Leather/Footwear/PPE 100%) are a condition for contract award; SBD 6.2 and Annex C mandatory. Subcontracting commitments (30% to designated groups if feasible) and B-BBEE subcontracting limits (max 25% to lower status entity unless capable EME). CIDB Skills Development not applicable. NIPP not applicable.

This is a PAYE tax classification questionnaire for service contracts to the Eskom Group of Companies, applicable from 1 March 2025 to 28 February 2026.

Purpose

• Determine whether a contractor is an Independent Contractor, Personal Service Provider, Labour Broker, or Dependent Contractor
• Establish the tax consequences of the classification

Scope

• Applies only to contractors supplying services or labour 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

Contractor types covered

• Individuals
• Close Corporations
• Companies
• Trusts

Two evaluation packs available

• Pack A: for companies, close corporations, and trusts (determines Personal Service Provider status)
• Pack B: for individuals (determines Dependent Contractor status)

Key principle

• The Fourth Schedule to the Income Tax Act requires Employees' Tax withholding from remuneration paid by an employer to an employee
• Classification determines whether PAYE applies to payments

Important notes

• Based on 2025/2026 tax year legislation and case law
• Subject to change without automatic update
• Contractor bears full responsibility for accuracy and completeness
• For use outside the stated period, consult Eskom representative to refer to Corporate Tax Department at Megawatt Park

Submission

• Return completed Pack with signed summary sheet and signed affidavits to Eskom
• Copy Group Tax on [email protected]

Eskom disclaimer

• Eskom accepts no liability for any loss or damages arising from use of this Pack

Tax enquiries

• Email: [email protected]
• Note: Copy this address when returning the completed Pack

Corporate Tax Department

• Location: Megawatt Park
• Use: For non-resident queries or use outside the 2025/2026 tax year

Labour Broker tax treatment:

With valid IRP30 exemption certificate

• No Employees' Tax withheld from payments
• IT3(a) certificate issued with code 3617
• Reason code for non-deduction: 07

Without valid IRP30 exemption certificate

• Employees' Tax withheld at individual tax rates
• Withholding continues until valid certificate provided
• IRP5 certificate issued with code 3617

Tax withholding consequences by contractor classification:

Independent Contractor

• No PAYE withheld
• Sign Appendix 8 (Independent Supplier or Contractor declaration)

Personal Service Provider / Dependent Contractor

• PAYE withheld at prevailing individual tax rates
• Payments coded 3601 or 3616 on IRP5
• Nature of person coded 'H'
• Sign Appendix 7

Labour Broker

• With valid IRP30 certificate: no PAYE withheld, IT3(a) issued with code 3617, reason code 07
• Without valid IRP30 certificate: PAYE withheld at individual rates until certificate provided, IRP5 issued with code 3617
• Sign Appendix 6

Non-resident

• Submit to Eskom representative for referral to Corporate Tax Department
• Sign Appendix 9

Mandatory tax classification questionnaire

• Two versions: Evaluation Pack A (companies/CCs/trusts) or Evaluation Pack B (individuals)
• Determines status as: Independent Contractor, Personal Service Provider, Labour Broker, or Dependent Contractor

Required declarations and affidavits (sign based on questionnaire answers):

• Appendix 1: Affidavit confirming 3+ full-time employees who are not connected persons
• Appendix 2: Affidavit confirming no connected person will personally render services to Eskom
• Appendix 3: Affidavit confirming services not performed mainly at Eskom premises and not controlled/supervised by Eskom
• Appendix 4: Affidavit confirming not more than 80% of income from any one client
• Appendix 5: Affidavit confirming individual provides a service (not people)
• Appendix 6: Declaration that contractor is a Labour Broker
• Appendix 7: Declaration that contractor is a Dependent Contractor or Personal Service Provider
• Appendix 8: Declaration that contractor is an Independent Supplier or Contractor
• Appendix 9: Declaration that contractor is a non-resident
• Appendix 10: Definitions per the Income Tax Act

Mandatory fields for all contractors:

• Contractor name and vendor number
• Income tax registration number
• Physical and postal business addresses
• Bank details (account number, bank name, branch name, branch number, account holder name, account type, holder relationship)

For companies/CCs/trusts additionally:

• Representative name, surname, capacity, ID number
• Passport number and country if no RSA ID
• VAT registration number
• CO/CC/Trust registration number

For individuals additionally:

• Trading name, first names, initials, surname, ID number
• Date of birth
• Passport number and country if no RSA ID
• VAT registration number

Residency requirement:

• Must be South African tax resident, or complete Appendix 9 and refer to Corporate Tax Department

Employee exclusion test:

• Must employ 3+ full-time non-connected persons engaged in the business to avoid further PSP testing

Connected person restrictions:

• No connected person may personally render services to Eskom on behalf of the entity

Income concentration test:

• More than 80% income from one client triggers PSP classification

Place and control test:

• Services performed mainly (>50%) at Eskom premises AND subject to Eskom control/supervision triggers PSP classification

Dominant impression test (11 factors):

• Payment for output/deliverables vs time
• Eskom control over tools, equipment, staff, materials, routines, patents, technology
• Prohibition on serving other clients
• Right to subcontract
• Personal risk for quality, time, income
• Obligation to be present regardless of work availability
• Eskom business critical to financial survival
• Position part of Eskom organisational structure
• Eskom provides pension, medical aid, leave, increases, bonuses, allowances
• Eskom provides office
• Eskom provides equipment, tools, stationery, materials

Validity period: 1 March 2025 to 28 February 2026

• Subject to changes in tax legislation
• Not automatically updated for legislative changes

Containers and packing materials: no payment for containers, packing materials, or their return unless otherwise stated in the agreement.

Closing date: 3 November 2026 at 10:00

General Conditions effective date: 31 May 2024

Review date: May 2029

Fraud reporting hotline: 0800 11 2722

Fraud reporting email: [email protected]

Eskom VAT registration number: 4740101508

Acceptance and inspection: goods/works/services subject to Eskom approval; inspection/testing at any stage. Deemed accepted if Eskom fails to notify rejection.

Pricing details: prices/rates may include price adjustment per formula. Payment in any currency with single exchange rate to ZAR; non-ZAR payments capped. Supplier must complete CPA (IG) form. Payment within 30 days of correct tax invoice. Eskom VAT number (4740101508) required on invoice.

Price adjustment: prices or rates may include an amount for price adjustment calculated per the formula stated in the agreement

Currency: payment may be in any currency; one exchange rate used for conversion to ZAR; payments in non-ZAR currencies may not exceed agreement amounts

CPA (IG) form: must be duly completed by the Supplier

Payment terms: Eskom pays within 30 days after receipt of a correct tax invoice

VAT requirement: Eskom's VAT registration number (4740101508) must appear on the tax invoice before payment

Delivery documentation: Supplier must mark consignments with name and destination details, include packing note, send advice note with transport details, weight, volume, dispatch point and date, submit detailed tax invoice after delivery/completion, state agreement number on all communications, and indicate whether delivery cost is included in price (deemed included if not stated)

Containers/packing: no payment for containers or packing materials or their return unless otherwise stated in the agreement

Statutory compliance: Supplier must adhere to all statutory requirements relevant to the agreement

Governing law: agreement governed by the law of the Republic of South Africa; parties submit to the jurisdiction of SA courts

Ethics: Eskom expects the highest standard of ethical behaviour from all suppliers

Delivery and documents: delivery means compliance with terms at specified point/site by agreed date. Late delivery/completion may incur penalties. No payment without provision of goods/services/works. Supplier obligations: mark consignments, include packing note, send advice note with transport details, submit tax invoice, state agreement number on communications, declare delivery cost inclusion. Containers/packing: no payment unless otherwise agreed. Acceptance: goods/works/services subject to Eskom approval; inspection/testing at any stage; deemed accepted if Eskom fails to notify rejection.

Breach and termination: either party may terminate after written notice of breach and failure to rectify. Eskom may terminate at any time if Supplier defaults, becomes bankrupt, or is in financial circumstances prejudicing performance, without prejudice to accrued rights.

Ethics: Eskom commits to highest ethical standards and expects the same from all suppliers.

Environmental tender evaluation and scoring instrument for Facilities Management Services (FMS) and Technical Services in the Cape Coastal Cluster, Western Cape — Atlantic and Protea Zones

Template identifier: 240-43921899 Rev. 5

Document identifier: 240-167528519 Rev. 1

Effective date: 1 December 2021

Review date: 1 December 2024

Environmental evaluation — pass mark: 100% of all applicable requirements

Scoring: Each criterion scored 0 (not submitted or does not satisfy minimum requirements) or 1 (submitted and satisfies minimum requirements)

Applicable requirements marked 'Y' (yes) are mandatory; those marked 'N' (no) are not applicable to this tender

Evaluation criteria:

1. Environmental Policy — signed by CEO/Director, date and version controlled, with expressed commitments to environmental protection, compliance, objectives, continual improvement and pollution reduction
2. Company organogram showing environmental responsible persons — Environmental Officer, Environmental Representative, Company Director, Herbicides Applicator, etc.
3. Environmental Aspects & Impacts Register — activities, products or services interacting with the environment; methodology to determine significance (Low/Medium/High); compliance obligations aligned to aspects and impacts
4. Environmental Risks & Opportunities (SWOT) Register — strengths, weaknesses, opportunities, threats/risks that may prevent achieving environmental performance, compliance and continual improvement
5. Environmental Management Programme (EMP) — project/site-specific action plans addressing: significant environmental aspects and impacts; SWOT register risks; stakeholder needs and expectations; area-specific risks including protected areas, indigenous tree removal permits, wetland work; operational control procedures
6. Waste Management Strategy/Plan — waste streams (batteries, wires, cables); prevention of pollution, littering, separation; minimisation through reuse, recycle, reduce; records of waste quantities and registered landfill sites; compliance obligations
7. Environmental Emergency Preparedness & Response Plan — possible emergencies (chemical spillages, air pollution, bees, snakes); response approach; exercises/drills on specified timeframes; stakeholder contact details
8. Communication strategy or communication plan — NOT APPLICABLE to this tender
9. Environmental Incident Register — incident description, date, reported to/by, actions taken, status of recommendations, closure date
10. Environmental Competency Training — training matrix and schedule; documented proof of staff environmental training; sufficient skills and understanding for duties
11. Environmental Appointment Letters — template with roles, responsibilities and authority for Environmental Officer and Environmental Representative; duties aligned with EMP, WMP, EPRP monitoring; NEMA, waste management, ISO 14001 knowledge where practicable
12. Acknowledgement & Declaration — sign and date Annexure B of the Eskom Contract Environmental Management Plan, submitted with tender enquiry
13. Additional environmental requirement — NOT APPLICABLE to this tender

Relevant training: Auditing, Environmental Law, ISO 14001

Scope: Facilities Management Services (FMS) and Technical Services for Properties Management in the Cape Coastal Cluster, Western Cape — Atlantic and Protea Zones

Environmental scope includes: changing of pole-mounted transformers, excavation and compacting, storage of oil-containing equipment, application of herbicides, transporting of hazardous and dangerous goods

Area-specific risks: working in protected areas; removal of indigenous trees requiring permits/licenses; working on wetlands; grave disturbance reporting requirements

Reference documentation: 32-727 (SHEQ Policy); 32-726 (SHE Requirements for the Eskom Commercial Processes)

ISO 14001:2015 standard referenced for environmental management system requirements and definitions

Environmental compliance obligations required:

• NEMA (National Environmental Management Act)
• Waste management legislation
• ISO 14001 requirements where practicable
• Protected areas legislation (tree cutting permits, wetland protections)
• Hazardous goods transport regulations

Required documentation:

• Signed Annexure B of the Eskom Contract Environmental Management Plan
• CEO/Director-signed Environmental Policy with version control
• Environmental appointment letters with defined roles, responsibilities and authority
• Proof of environmental training matrix, schedule and staff competency records
• Records of waste disposal quantities and registered landfill sites used

60-month contract for Facilities Management Services (FMS) Technical Services for Properties Management in Cape Coastal Cluster, Western Cape, Atlantic Zone. Affected Property: ESKOM Property Management Cape Coastal Cluster. Site always occupied by Employer (maintenance contract). Tenderers must familiarize with sites before tendering; no rate changes after submission. Management team (Supervisor and Manager) to be submitted and approved prior to commencement.

Contract start date: 1 November 2026

Service period: 60 months

Service Manager: Sazi Ntikinca

Role: Service Manager

Email: [email protected]

Telephone: +27 (0) 21 915 2929

Address: Brackenfell Complex

Employer: Eskom Holdings SOC Ltd

Address: 1 Maxwell Drive, Sunninghill, Sandton, 2157

NEC3 document source: Engineering Contract Strategies

Telephone: 011 803 3008

Fax: 086 539 1902

Website: www.ecs.co.za

Returnable documents required with the bid:

• C1.1 Form of Offer and Acceptance (3 pages)
• C1.2a Contract Data provided by the Employer (9 pages)
• C1.2b Contract Data provided by the Contractor (1 page)
• C2.1 Pricing assumptions (2 pages)
• C2.2 The price list (4 pages)
• Part C3 Scope of Work (37 pages)

Submission method, address, number of copies and closing time not specified in the provided document.

Scope: Facilities Management Services (FMS) and Technical Services for Properties Management in Cape Coastal Cluster, Western Cape, Atlantic Zone.

Bill of Quantities sections:

• Section 1 B: Building Works & Alterations (items B1-B205)
• Section 2 P: Plumbing and Drainage (items P1-P16)
• Section 3 E: Electrical (items E1-E24)
• Section 4 SOR: Schedule of Rates (items SOR1-SOR30)

References: Model Preambles for Trades (2008 Edition) and Supplementary Preambles.

Site: Always occupied by Employer (maintenance contract). Tenderers must familiarise themselves with sites before tendering; no rate changes after submission.

Management: Experienced Supervisor and Manager required; names and CVs to be submitted to Eskom ERE (WC) Official prior to commencement; no changes without written approval.

Approvals: Local authority approvals and Eskom inspections required before covering up work.

Drawings: As-built drawings available at Employer's office.

Site cleanliness: Contractor must keep site clean and tidy.

Price list must link operations shown in Contractor's plan to price list items. Lump sum items not adjusted for quantity changes unless compensation event. Contractor responsible for completing all work necessary to fulfill service obligations.

Key personnel: names, job, responsibilities, qualifications, experience required for at least two key people; CVs to be submitted. Price list must link operations in Contractor's plan to price list items. Lump sum items not adjusted for quantity changes unless compensation event. Contractor responsible for completing all work necessary to fulfill service obligations.

Starting date: 1 November 2026. Service period: 60 months. Testing and defects per NEC3 TSC Clauses 40, 41, 42. Inspections: work must be approved by Eskom ERE (WC) Official prior to covering up; contractor responsible for quality. Concrete test cubes (150mm) per SANS 861/863, tested at approved laboratory. Adjoining buildings inspection for cracks before commencement.

Option A: Priced contract with price list. VAT 15% excluded from rates, added on final summary. Rates fixed and firm for first 12 months; annual CPI escalation thereafter (not applicable to markups/P&Gs). No P&Gs on subcontracted work or travelling. Eskom does not pay for quotations/assessments. Price adjustment proportions: Labour 65%, Transport 20%, Non-adjustable 15%. Delay damages: R200/day (1 week late), R300/day (2 weeks late). Payment within 14 or 30 days depending on Contractor BBBEE status.

Pricing model: Option A – priced contract with price list.

VAT: 15% excluded from rates, added on final summary page.

Rate stability: Fixed and firm for first 12 months; annual CPI escalation thereafter (apply in writing).

Price adjustment proportions: Labour 65% (SIEFSA Table C-3a), Transport 20% (SIEFSA Table L-2), Non-adjustable 15%.

Exclusions: No P&Gs on subcontracted work or travelling; Eskom does not pay for quotations/assessments.

Delay damages: R200 per day for delivery one week outside agreed timelines; R300 per day for two weeks outside.

Payment terms: 14 or 30 days depending on Contractor's BBBEE status at date of payment.

Interest: Prime rate (Standard Bank) for Rand amounts; LIBOR for other currencies.

Insurance – Employer provides: Assets All Risk, Project, General & Public Liability, SHEQ, Transport (Marine), Motor Fleet, Terrorism, Cyber (per Eskom policy documents).

Insurance – Contractor provides: Loss/damage to Employer's property, Plant & Materials, Equipment not covered by Employer; liability for bodily injury/death (statutory amounts).

Liability caps:

• Contractor indirect/consequential loss limited to value of Task Order.
• Contractor loss/damage to Employer's property limited to insurance deductibles.
• Contractor total liability limited to total of Prices (excluding additional excluded matters).
• Employer liability limited to R0.00.

Tax invoice: Must be submitted within 1 week of payment certificate; include Employer VAT number 4740101508.

CIDB registration number required (on Form of Offer).

B-BBEE: Notify Employer within 7 days of any status change; submit updated verification certificate within 30 days. Decreased status may trigger renegotiation or termination.

Health & Safety: Contractor may be appointed Principal Contractor under Construction Regulations 2014; prices must include sufficient amount for compliance; subcontractors must comply.

Asbestos: Compliance with Employer Standard 32-303; OEL 0.2 fibres/ml (4hr TWA), 0.6 fibres/ml (10min TWA); monitoring by SANAS-accredited AAIA; Contractor may stop work if unsafe; removal/disposal by registered asbestos contractor at Employer's expense.

Environmental: Comply with all applicable environmental laws; subcontractors must comply.

Tax: VAT registration required; include Employer VAT number 4740101508 on invoices.

Key personnel: Names and CVs of management team to be submitted prior to commencement; no changes without written approval.

Joint venture: Joint and several liability; notify key person with authority to bind within two weeks of Contract Date.

Z3: Contractor must notify Employer within 7 days of any change in B-BBEE status; submit updated verification certificate within 30 days. Decreased B-BBEE status may trigger re-negotiation or termination. Failure to notify may constitute termination grounds.

Z7.1: Contractor to maintain health and safety, may be appointed Principal Contractor under Construction Regulations 2014, total Prices to include sufficient amount for compliance, Subcontractors to comply likewise.

Z7.2: Contractor to comply with all applicable environmental laws and regulations, Subcontractors to comply likewise.

Z1: No cession/delegation without written consent. Z2: Joint venture joint and several liability. Z4: Ethics - anti-corruption, termination for illegal practices. Z5: Confidentiality, image consent required. Z6: Waiver not implied without written confirmation. Z8: Tax invoice within 1 week of payment certificate; VAT number 4740101508. Z9: Compensation event notification within 8 weeks. Z10: Employer liability limited to R0.00. Z11: Termination including business rescue. Z12: Insurance per table. X18: Liability caps (value of Task Order; total Prices excluding additional excluded matters). X19: Task Order programme within 1 day. W1: Adjudicator via ICE-SA/AFSA, arbitration per AASA, Cape Town.

Z1-Z12 additional conditions to NEC3 TSC3 core clauses. Z13: Asbestos management per Employer's Standard 32-303; OEL 0.2 fibres/ml (4hr TWA), 0.6 fibres/ml (10min TWA); compliance monitoring by SANAS-accredited AAIA; Contractor may stop work if unsafe.

CIDB registration number required. Names and CVs of management team to be submitted to Eskom ERE (WC) Official prior to commencement; no changes without prior written approval. Contractor to provide site books (Instruction Book, Daily Record Book). Local authority approvals and Eskom inspections required before covering up.

Risk register includes labour strikes, time and quality related delays, power supply interruptions/failures, municipal water interruptions.

General building maintenance contracts: each to minimum value of R1 million, each with minimum 1-year period. Evidence required as signed completion certificates with contactable references on client letterhead.

Technical evaluation: 100% of score, with minimum threshold greater than 80% to proceed to further stages.

Scoring breakdown:

• Electrical (20%): Valid Wireman's Licence — 3 Phase for employed resource (10%); valid Electrical Conformance Board (ECB) registration certificate issued to tendering company (10%).
• General Building Maintenance (25%): Three completed building maintenance contracts each valued at R1 million minimum, each with minimum 1-year period. Evidence: signed completion certificate plus contactable reference on client letterhead per contract. Reference Letter 1 = 10 points; Reference Letter 2 = 20 points; Reference Letter 3 = 25 points. Missing either certificate or reference letter, or incomplete information = 0 for that contract.
• Plumbing (20%): Valid Plumbing trade test certificate and licence for technician (10 points × 2 = 20%).
• Equipment (10%): Proof of ownership of 2 LDV/3 Ton bakkies via NATIS registration certificates to company or owner. One vehicle = 5 points; two vehicles = 10 points.
• Distribution Network (25%): Proof of local footprint/branch in Western Cape via Title Deed or valid signed Business Lease Agreement with contactable landlord details. Residential addresses not accepted.

Stage 2: Technical Objective Criteria

• Employer reserves right to reject as non-responsive any tender from a tenderer with contract termination within past 24 months for contractor default, material breach, persistent poor performance, abandonment, fraud, or failure to comply with statutory or contractual obligations. Termination must be supported by documented evidence with due process afforded.
• Mandatory declaration: tenderer must declare whether it, any joint venture partner, director, related entity, or proposed critical subcontractor has had any contract terminated within past 24 months for contractor default, material breach, poor performance, abandonment, fraud, non-compliance, or failure to remedy contractual default.
• If "Yes": must provide client/employer name, contract description, termination date, reason, whether disputed, and corrective measures implemented.
• Non-disclosure may result in disqualification or cancellation of award.
• Employer may award to tenderer other than highest scoring if objective criteria justify.

Scope: Facilities Management Services (FMS) and Technical Services for Properties Management in the Cape Coastal Cluster, Western Cape — Atlantic and Protea Zones.

Service categories and requirements:

• Electrical services: must employ resource with valid Wireman's Licence — 3 Phase; company must hold valid ECB registration.
• General building maintenance: capability to execute contracts valued at R1 million minimum each, with minimum 1-year duration.
• Plumbing services: technician must hold valid Plumbing trade test certificate and licence.
• Equipment: minimum 2 LDV/3 Ton bakkies, with NATIS-registered ownership by company or owner.
• Local presence: operational branch or premises in Western Cape, evidenced by Title Deed or Business Lease Agreement; residential addresses not accepted.

Building maintenance experience: three completed contracts each minimum R1 million value, each minimum 1-year duration. Evidence per contract: signed completion certificate plus contactable reference on client institution letterhead. Scoring: first contract 10 points, second 20 points, third 25 points. Incomplete documentation scores zero for that contract.

Mandatory declarations and registrations:

• Valid Wireman's Licence — 3 Phase (for employed resource).
• Valid Electrical Conformance Board (ECB) registration certificate (company).
• Valid Plumbing trade test certificate and licence (technician).
• NATIS registration certificates for 2 LDV/3 Ton bakkies.
• Title Deed or valid Business Lease Agreement for Western Cape premises.

Contract termination disclosure:

• Tenderer must declare any contract termination within past 24 months for contractor default, material breach, poor performance, abandonment, fraud, non-compliance, or failure to remedy default.
• If applicable: provide client name, contract description, termination date, reason, dispute status, and corrective measures.
• Non-disclosure risks disqualification or award cancellation.

Employer termination rights: may reject as non-responsive any tender from tenderer with contract terminated within past 24 months for contractor default, material breach, persistent poor performance, abandonment, fraud, or statutory or contractual non-compliance, provided documented evidence exists and due process was afforded. Tenderer must declare any such termination; non-disclosure may result in disqualification or award cancellation. Employer reserves right to award to tenderer other than highest scoring if objective criteria justify.

Minimum overall technical threshold: greater than 80% to proceed. Mandatory declaration of any contract termination within past 24 months for contractor default, material breach, poor performance, abandonment, fraud, non-compliance, or failure to remedy default. If applicable: provide client name, contract description, termination date, reason, dispute status, and corrective measures. Non-disclosure risks disqualification or award cancellation.

Distribution Network (25%): Proof of Western Cape branch/premises via Title Deed or valid signed Business Lease Agreement with contactable landlord. Residential addresses not accepted.

Returnable form: Annexure B – Acknowledgement Form for Eskom OHS legal and other requirements must be completed, signed by an authorised person (CEO/Director/Managing Director), witnessed by two witnesses, and submitted with the bid. The form acknowledges understanding of and compliance with Eskom OHS requirements.

OHS compliance requirements:

• Comply with Eskom contractor Health and Safety requirements standards 32-136.
• Comply with OHS specifications/requirements provided by Eskom.
• Comply with Occupational Health and Safety Act.
• Comply with Compensation for Occupational Diseases and Illnesses Act.
• After contract award, fully align company processes to Eskom's OHS requirements (policies, procedures, standards).
• Penalties enforced on main supplier for non-conformances to Eskom and/or statutory OHS requirements.
• All employees (including contractors/suppliers) must undergo relevant Eskom induction.
• Main contractor/supplier must demonstrate process and selection criteria for appointing contractors/suppliers.
• Notify Eskom prior to appointment of contractors/suppliers for commencement of work.
• Ensure contractors/suppliers have adequate resources and competencies.
• Main supplier accountable for management of contractors/suppliers to ensure compliance with legal and Eskom requirements.
• Monitor contractors/suppliers through audits and assessments for OHS compliance.
• Provide grounds for termination of work by contractors/suppliers.
• Deal with non-conformances by contractors/suppliers (all tiers) directly with main contractor/supplier per performance and penalty processes.
• Eskom reserves right to verify; may request testimonials/references and client contact details for similar previous work.

OHS legal and other requirements:

• Eskom contractor Health and Safety requirements standards 32-136.
• OHS specification/requirements provided by Eskom.
• Occupational Health and Safety Act.
• Compensation for Occupational Diseases and Illnesses Act.
• After contract award, the supplier must fully align its processes to Eskom's OHS requirements (policies, procedures, standards).
• Penalties shall be enforced on the main supplier for non-conformances (identified for the main supplier and/or its contractor and/or supplier) pertaining to Eskom and/or statutory OHS requirements.
• Ensure all employees (contractors/suppliers) undergo the relevant Eskom induction.

Contractor management obligations:

• Demonstrate to Eskom the process and selection criteria applied when appointing contractors and suppliers.
• Provide notification to Eskom prior to the appointment of contractors or suppliers for commencement of work.
• Ensure contractors/suppliers have adequate resources and competencies.
• Remain accountable for the management of contractors/suppliers to ensure compliance with applicable legal and Eskom requirements during contract execution.
• Monitor contractors/suppliers through audits and assessments regarding OHS compliance during work execution.
• Provide grounds for termination of work done by contractors/suppliers.
• Address all non-conformances/non-compliance by contractors/suppliers (all tiers) directly with the main contractor/supplier in terms of performance and penalty processes.
• Eskom reserves the right to verify compliance and may instruct the contractor to provide copies of testimonials/references and contact details of clients (including Eskom) for whom the company has done previous work of a similar nature.

The source document is an Eskom eTendering system user manual, not a tender specification. It describes the electronic submission platform for all Eskom tenders. No tender-specific scope, deliverables, or requirements are contained in this document.

Closing: 3 November 2026 at 10:00

Note: the source document is an eTendering help manual dated 28 August 2023, not the tender itself. No briefing dates, site visits, or clarification deadlines are stated for this specific tender.

Technical or system problems: contact the buyer responsible for the published tender (no named individual provided in source)

No SCM contact name, email, telephone, or physical submission address stated in the source document.

Submission method: electronic upload via Eskom eTendering portal only. No physical submission accepted.

Portal access: https://eTendering.eskom.co.za or via https://tenderbulletin.eskom.co.za

Pre-registration required: suppliers must register on the portal and verify email before bidding. CSD number mandatory for registration.

OTP verification: one-time PIN sent to registered cellphone and email address at login.

File upload process:

• Select tender reference number
• Click "Create New Submission"
• Add files under correct category: Technical, Commercial, or Finance
• Individual file size limit: 50MB maximum
• Total upload size limit: 900MB maximum
• Verify all documents uploaded before finalising
• Click "Finalize Submission" then "Finalise and Close Submission" to complete

Post-submission: confirmation email sent with submission ID and timestamp. Bidders must retain this email for future enquiries.

No returnable forms specified in the source document.

Procurement: Facilities Management Services (FMS) and Technical Services for Properties Management in the Cape Coastal Cluster, Western Cape, covering the Atlantic and Protea Zones

Client: Eskom

No quantities, service levels, specific deliverables, or location addresses beyond the zone names are stated in the source document.

Electronic submission workflow:

1. Register on eTendering portal at https://eTendering.eskom.co.za
2. Verify email via link sent to registered address
3. Login with email and password
4. Enter OTP sent to cellphone and email
5. Select tender reference number from list
6. Click "Create New Submission"
7. Add files: name each file, select category, choose file, upload
8. Repeat for all required documents under correct categories
9. Review uploaded documents
10. Click "Finalize Submission" then "Finalise and Close Submission"
11. Retain confirmation email with submission ID and timestamp

CSD registration: mandatory to gain access to the eTendering system

Portal registration: required before bidding; email verification and OTP authentication compulsory

Contact number format: must use international prefix (e.g. +27)

No B-BBEE level, CIDB grade, tax clearance PIN, local content percentage, or other specific compliance thresholds stated in the source document.

System access requirements for eTendering portal:

• CSD number mandatory for registration
• Valid email address and cellphone number required
• Contact number must include + prefix
• Email verification required before first login
• OTP authentication via SMS and email at each login

File upload constraints:

• Individual file maximum: 50MB
• Combined upload maximum: 900MB
• Files must be categorised as Technical, Commercial, or Finance

System support: for problems with Tender Bulletin, eTendering, or OpenText systems, contact the buyer responsible for the published tender

No named contact person, role, email, or telephone number provided in the source document.

Closing date and time

• 3 November 2026 at 10:00 SAST (GMT+2)

Tender validity

• Tender must remain valid for acceptance for the validity period after closing (exact period stated in Tender Data).
• Eskom may request extension; tenderers agreeing may not modify their tender, those refusing are excluded.
• Tenderers will be requested to extend validity until contract(s) concluded with one or more tenderers.

Compulsory site visit and/or clarification meeting

• Attendance mandatory if stipulated in Tender Data; failure to attend results in disqualification.
• Details (date, time, venue) stated in Tender Data.

Addenda and clarifications

• Tenderers must monitor Eskom Tender Bulletin and National Treasury e-Tender Portal regularly for addenda and clarification responses.
• Requests for clarification must allow reasonable time for response and tender adjustment before closing.

Enquiries and communication

• All communication must be in writing, in English, addressed to the Eskom Representative only.
• No responsibility accepted for non-receipt of communications.
• Clarification requests: in writing to the Eskom Representative identified in the Invitation to Tender document; no other Eskom official may be contacted.

Submission address

• For e-tendering: Eskom Tender Bulletin site on the Eskom E-tendering page.
• For paper submissions: address stated in Tender Data (tender box at tender office).

Note: Specific contact name, email and telephone number of the Eskom Representative are not stated in the provided document extract; refer to the Tender Data in the Invitation to Tender document.

Submission method and packaging

• For e-tendering: upload and finalise the tender via the Eskom Tender Bulletin site on the Eskom E-tendering page before the closing date and time. Electronic submission only; no physical tender box deposits permitted for e-tendering.
• For paper submissions (if stipulated in Tender Data): submit the complete original tender plus one complete hard copy, in separate sealed packages marked "ORIGINAL" and "COPY", enclosed in an outer package marked "Confidential" with the Eskom address, tender number, tenderer name, physical address, email and contact telephone number of the authorised representative.
• Eskom may additionally request an electronic copy of the original tender; if required, package separately and mark "ELECTRONIC COPY".
• All documents must be completed, signed, and submitted in English. Written tenders must be in ink, not pencil.
• The tenderer is solely responsible for ensuring uploaded documents are accessible, not corrupt, and that submission is finalised before the closing time.

Late and non-compliant submissions

• No late tenders accepted. Proof of posting or courier delivery does not constitute proof of delivery.
• Tenders not placed in the designated tender box or not received in the stipulated manner by the closing date and time are deemed late.
• Eskom employees may not deposit tenders on behalf of a tenderer.
• Eskom accepts no responsibility for courier delays, misdelivery, network issues, or failure to finalise electronic submission before closing.

Returnable forms and documents

• Acknowledgement Form: confirms receipt of documents and whether the tender is for the whole or part of the scope.
• Proof of authority to act as agent: authenticated copy required where an agent submits on behalf of a principal.
• Mandatory tender returnables: all documents, certificates, proofs of registration and similar must be valid, current and original where stipulated, for the entire tender validity period.
• SDL&I Undertaking (annexure to the Invitation to Tender): must be fully completed and submitted no later than contract award; omission renders the tender ineligible for award.
• Designated materials and thresholds information: required no later than contract award; omission renders the tender ineligible for award.

Disqualification risks

• Failure to submit an original tender or a copy of the original tender (for paper submissions).
• Failure to upload/finalise tender documents (for e-tendering).
• Missing mandatory tender returnables by the closing date and time.
• Unsigned or incomplete returnable forms.
• 100% sub-contracting of the scope of work.
• Misrepresentation or falsification of any information, certificate, affidavit or document.
• Fraudulent or expired B-BBEE documentation (with B-BBEE Commission reporting and up to 10-year suspension from State-Owned Company business).

Evaluation framework

• Evaluation follows the PPPFA preferential point system, either 90/10 or 80/20 (stated in Tender Data).
• Eskom will not measure any criterion twice across evaluation phases ("double dipping" prohibited).

Evaluation stages

1. Basic compliance: checked before detailed evaluation. Non-compliance renders the tender non-responsive.
2. Mandatory tender returnables: missing documents at closing date and time result in disqualification.
3. Pre-qualification criteria: if stipulated in Tender Data, must be met to proceed.
4. Functionality: if applicable, tenderers scored against functionality criteria; must meet minimum threshold in Tender Data to proceed.
5. Financial analysis: Eskom assesses financial risk; if risk is too high or mitigating factors insufficient, tenderer excluded from award.
6. Price evaluation: based on criteria in Tender Data, considering CPA, FOREX, commodity exposure, unconditional discounts, technical adjustment, PV and forecasted rates of invoicing.
7. B-BBEE evaluation: scored as stated on CSD report or certificate/affidavit.
8. Specific Goals: scored with reference to supporting documentation.

Scoring and ranking

• Price score plus Specific Goals score combined; ranked highest to lowest.
• Minimum thresholds: functionality minimum (if applicable) stated in Tender Data; no other overall minimum qualifying score stated.

B-BBEE treatment

• If B-BBEE level is a pre-qualification criterion: proof (certificate/CSD number/CSD report) mandatory at closing; missing or disputed documentation disqualifies.
• For PPPFA point allocation only: missing, fraudulent or expired B-BBEE documentation does not disqualify if otherwise responsive, but scores zero B-BBEE points.
• Sub-contracting to designated groups: sub-contractors' CSD number or B-BBEE certificate/affidavit required at closing if pre-qualification criteria apply.

Specific Goals treatment

• Missing proof/documentation by closing: not disqualified if otherwise acceptable, but scores zero Specific Goals points.

Objective criteria

• May be applied under PPPFA section 2(1)(f) only if stipulated in Invitation to Tender.
• Functionality and B-BBEE scorecard elements may not be used as objective criteria.

Reverse e-auction

• May be utilised if indicated in Invitation to Tender; supporting documents issued with tender.
• Tenderers submit complete tender without prices; any included prices will not be considered.

Arithmetical errors

• Discrepancy between figures and words: words prevail.
• Eskom notifies tenderer of errors; tenderer may confirm as tendered or accept correction.
• If tenderer confirms as tendered: line-item total prevails over rate (rate corrected); quoted line-item total prevails over mis-placed decimal (rate corrected); tendered total of prices prevails over addition errors (tenderer revises selected item prices).
• Tender rejected if tenderer refuses to correct or accept correction of errors.

Scope

• Provision of Facilities Management Services (FMS) and Technical Services for Properties Management in the Cape Coastal Cluster, Western Cape, covering the Atlantic and Protea Zones.

Sub-contracting

• 100% sub-contracting of the scope of work is prohibited; such tenders are ineligible and will be disqualified.

Site familiarisation

• Tenderers must attend any compulsory site visit and/or clarification meeting stipulated in the Tender Data to familiarise themselves with the proposed work, services, supply, location or similar.

Standardised specifications

• Tenderers must obtain and familiarise themselves with the latest revision of any standardised specifications or other documents incorporated by reference into the Invitation to Tender documents.

Cataloguing

• Successful tenderer may be required to provide cataloguing information per item after contract award.
• All materials delivered must be labelled per Eskom's labelling specifications.
• Where cataloguing is required, the Pricing Schedule must include a line item for cataloguing; Eskom will pay for this.

Pricing instructions

• Include all duties, taxes (including VAT) and levies in rates and total; based on rates applicable 14 days before closing.
• Fixed rates for contract duration unless adjustment provided in Invitation to Tender.
• Prices in South African Rand unless instructed otherwise; exchange rate and base date per Invitation to Tender if part payment in other currencies.

Alterations

• No alterations or additions to tender documents except per Eskom Representative instructions or to correct errors; all alterations initialed by all signatories.
• No correction fluid or tape permitted.

Alternative tenders

• Only permitted with main tender and if Invitation to Tender allows; based only on criteria in Tender Data.

Post-submission clarification

• Clarification and documents may be required during evaluation; mandatory returnables required at closing cannot be submitted later.
• Price breakdown clarifications may not change prices or substance except to confirm correction of arithmetical errors.
• Corrected total of prices binding with tenderer concurrence.

Arithmetical errors

• Figures vs words: words prevail.
• Line-item total prevails over rate multiplication errors (rate corrected).
• Quoted line-item total prevails over decimal point misplacement (rate corrected).
• Tendered total of prices prevails over addition errors (tenderer revises selected items/rates).
• Tender rejected if tenderer refuses correction.

Pricing requirements

• All rates, prices and tendered total must include all duties, taxes (including VAT), and other levies payable if successful.
• Duties, taxes and levies are those applicable 14 days prior to the closing date and time.
• Rates and prices must be fixed for the contract duration, not subject to contract price adjustment except as provided in the Invitation to Tender.
• State rates and prices in South African Rand unless otherwise instructed; part payment in other currencies may apply per conditions of contract, using the exchange rate and base date in the Invitation to Tender.

Insurance

• Eskom's insurance cover may not be full; tenderers advised to seek qualified advice on additional insurance needs.

Security for performance

• If required, tenderer must indicate names of at least two financial institutions likely to approach for required security.
• Eskom reserves right to reject unsuitable financial institutions.

Financial capacity

• Eskom will analyse tenderer financial statements to determine risk of doing business; insufficient financial capacity or failure to agree mitigating factors may result in exclusion from award.

Cost of tendering

• Eskom will not compensate tenderers for any costs of preparation, submission, testing or negotiation.

Legislative and regulatory compliance

• National Treasury Instruction Notes
• CIDB Regulations (for construction works)
• Designated local content/production requirements (dtic)
• PPPFA Regulations
• Amended B-BBEE Codes
• Coida
• OHS Act
• Eskom SHEQ requirements
• Any other applicable legislation or regulatory instruments indicated in the Invitation to Tender

CSD registration

• CSD registration required; CSD report used for B-BBEE scoring.

Tax compliance

• Valid tax compliance status required.

B-bbee

• Proof of B-BBEE level: certificate, CSD number/CSD report, or qualifying sworn affidavit.
• If B-BBEE level is pre-qualification criterion: proof mandatory at closing; omission or disputed status disqualifies.
• For PPPFA points only: omission or expired/fraudulent documentation scores zero but does not disqualify if otherwise responsive.
• Sub-contractors' B-BBEE documentation required at closing if designated groups pre-qualification applies.
• B-BBEE fronting or fraud reported to B-BBEE Commission; up to 10-year suspension from State-Owned Company business.

CIDB (where applicable per Tender Data)

• Registration with Construction Industry Development Board required at closing, or capability to register within 21 working days from closing.
• Proof of CIDB registration mandatory at closing; missing proof disqualifies.
• If only proof of application available at closing: submit application proof by closing, actual CIDB registration printout by contract award.

Sheq

• Proof required that safety, health, environmental and quality systems, policies and capabilities are in place at closing and/or contract award.
• All SHEQ costs and personnel must be reflected in the tender.

Contract Skills Development Goals (CSDG)

• Applicable to contracts of 12 months or more and:
• R5 million or more (professional service or service contract); or
• CIDB grade 7 or higher (engineering and construction works or design and build).
• Achieve CSDG established in CIDB Standard for Developing Skills through Infrastructure Contract (GN 1779, Government Gazette April 2023).

Contract Participation Goals (CPG)

• Applicable to construction works contracts in General Building (GB) and Civil Engineering (CE) classes;
• Minimum estimated project duration of 6 months;
• Where at least 25% of main contract could reasonably be sub-contracted in CE, EB, GB or ME classes.
• Achieve CPG for engagement of targeted enterprises per CIDB standard (Government Gazette February 2013).

SDL&I Undertaking

• Must be fully completed and submitted no later than contract award; omission renders tender ineligible for award.

Authority to sign

• Proof of authority to act as agent required where applicable.

SHEQ requirements

• Tenderers must provide proof that safety, health, environmental and quality systems, policies and capabilities are in place at closing and/or contract award.
• All SHEQ costs and personnel must be reflected in the tender.

Legislative compliance

• OHS Act compliance required.
• Eskom SHEQ requirements applicable.

Tender validity

• Tenders must remain valid for acceptance within the validity period after closing.
• Eskom may request extension; agreeing tenderers may not modify their tender, refusing tenderers are excluded.
• Request to extend is not a representation of acceptability or intent to negotiate.
• If validity expires before contracts concluded, procurement deemed concluded without award.

Confidentiality and copyright

• All procurement matters confidential; documents provided by Eskom to be used only for preparing and submitting this tender.

Eskom rights

• Eskom may accept or reject any variation, deviation or alternative tender; accept whole or part of any tender.
• Eskom may cancel tender before contract conclusion with written reasons upon request.
• Eskom may abandon proposed goods/work/services, perform otherwise, or re-issue invitation to tender.
• Eskom reserves right to enter mandated negotiations with selected tenderer(s).

No liability

• Eskom, subsidiaries, shareholders, advisors, directors, employees and representatives not liable for losses, claims or damages from participation, amendment, termination, suspension or exclusion.

Disclaimer

• Eskom does not warrant accuracy or completeness of tender document information; expressly disclaims all liability.

Contract formation

• Successful tenderer must notify acceptance before validity expiry.
• Notification to successful and unsuccessful tenderers only after Eskom Adjudication Authority approval.
• For open tenders, notification published on Eskom Tender Bulletin and NT e-Tender Portal.
• Contract documents revised to account for addenda, returnables, negotiated changes and other agreed revisions.
• Original and one copy of Form of Agreement signed by authorised signatories of both parties.

Functionality scoring

• If functionality applies, tenderers scored against stated criteria; must meet minimum threshold in Tender Data to proceed to further evaluation.

Price evaluation factors

• CPA, FOREX, commodity exposure, unconditional discounts, technical adjustment, present value (PV), and forecasted rates of invoicing considered when determining evaluation price.

Specific Goals scoring

• Scored with reference to supporting documentation; missing proof by closing scores zero points but does not disqualify if otherwise acceptable.

Ranking

• Price score plus Specific Goals score; ranked highest to lowest.

Reverse e-auction

• May be used if indicated; tenderers submit complete tender without prices.

Closing date: 3 November 2026 at 10:00

No briefing dates, site visits or clarification deadlines stated in this document.

No enquiry contacts stated in this document.

Development team member noted: Diane Maunatlala (role not specified)

Submission address and service delivery addresses not stated in this document.

Submission method and address not stated in this document.

Returnable OHS documents required:

• Annexure B: signed acknowledgement of Eskom's OHS legal and other requirements
• Health and Safety Plan: must address project-specific OHS risks and align with Eskom's health and safety specification
• Detailed OHS costing: broken down by line item, not a lump sum; must cover the full scope of work and reflect the risk assessment
• Baseline OHS Risk Assessment (BRA): with methodology provided
• Valid Letter of Good Standing (COIDA or equivalent)
• OHS policy: signed by CEO, compliant with OHS Act Section 7
• CVs and qualifications/certificates: for OHS-competent personnel relevant to scope, risks and OHS plan

Additional OHS tender returnables may be populated if applicable to scope of work and requiring evaluation prior to contract award. This section is deleted if not applicable.

OHS tender evaluation is pass/fail (Recommended / Not Recommended) based on returnable document compliance.

Evaluation items:

• Annexure B signed and submitted
• Health and Safety Plan addressing project OHS risks and aligned to specification
• Detailed OHS costing (not lump sum)
• Baseline OHS Risk Assessment with methodology
• Valid COIDA Letter of Good Standing
• OHS policy signed by CEO (OHS Act Section 7 compliant)
• OHS competency: CVs and qualifications for required personnel

No price/functionality split or preference points system is described in this document.

Scope: Facilities Management Services (FMS) and Technical Services for Properties Management in the Cape Coastal Cluster, Western Cape — Atlantic and Protea Zones

OHS-specific scope requirements:

• Health and Safety Plan must address project/scope of work OHS risks and align with Eskom's health and safety specification
• OHS costing must be based on overall scope of work/service to be performed
• Risk assessment must cover all risks related to the scope of work
• OHS competency requirements depend on scope of work, risks, OHS plan and applicability

OHS personnel must demonstrate competency relevant to:

• Scope of work
• Identified risks
• OHS plan
• Applicability to project

Required evidence: CVs and qualifications/certificates for listed competencies.

OHS costing must be:

• Detailed and broken down by line item
• Not submitted as a lump sum
• Based on overall scope of work/service to be performed
• Guided by scope of work and risk assessment

OHS costing must be detailed and broken down — lump sum submissions are not accepted.

No bid security, bonds, guarantees, retention, payment terms or turnover requirements stated in this document.

OHS Act compliance:

• OHS policy must comply with OHS Act Section 7 and be signed by CEO
• Valid Letter of Good Standing (COIDA or equivalent) required

No CSD registration, tax clearance, B-BBEE, CIDB, CIPC or local content requirements stated in this document.

Mandatory OHS submissions:

• Annexure B: signed acknowledgement of Eskom's OHS legal and other requirements
• Health and Safety Plan: must address project/scope OHS risks and align with Eskom's health and safety specification
• Baseline OHS Risk Assessment (BRA): identification, assessment and management of OHS risks related to scope; methodology must be provided with the BRA
• Valid Letter of Good Standing: COIDA or equivalent
• OHS policy: signed by CEO, compliant with OHS Act Section 7
• OHS competency: CVs and qualifications/certificates for personnel, considering scope of work, risks, OHS plan and applicability

OHS costing requirements:

• Must be detailed and broken down, not a lump sum
• Based on overall scope of work/service to be performed
• Scope of work and risk assessment serve as guideline

OHS evaluation is binary: Recommended or Not Recommended.

Seven mandatory returnables assessed:

1. Annexure B: signed acknowledgement of Eskom's OHS legal and other requirements
2. Health and Safety Plan: project-specific risk coverage and alignment with Eskom's specification
3. Detailed OHS costing: itemised, scope-based, not lump sum
4. Baseline OHS Risk Assessment: including methodology
5. Valid COIDA Letter of Good Standing
6. CEO-signed OHS policy: OHS Act Section 7 compliant
7. OHS competency evidence: CVs and qualifications for applicable personnel