ETHEKWINI MUNICIPALITY PROCUREMENT DOCUMENT

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					                                              ETHEKWINI MUNICIPALITY

                                       Tender No: FRAMEWORK CONTRACTS 1 TO 26


        Framework contracts for the provision of miscellaneous built environment
                                 professional services


PROCUREMENT DOCUMENT

MAY 2010
Issued by:
A. PETERS PrENG.
HEAD : ENGINEERING UNIT


MUNICIPAL CENTRE
166 KE MASINGA ROAD (formerly OLD FORT RD)
DURBAN
4001

Contact:
Name: P HOLTON
Telephone: 031 311 7526


Name of tenderer: . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Service areas tendered (cross appropriate box(es)

1          2           3           4           5           6           7          8           9           10          11          12   13

14         15          16          17          18          19          20         21          22          23          24          25   26
                                  ETHEKWINI MUNICIPALITY
                                  FRAMEWORK CONTRACTS 1 TO 26

                                  Framework contracts for the provision of miscellaneous
                                  built environment professional services


Contents

Number     Heading

THE TENDER
Part T1: Tendering procedures
T1.1       Tender notice and invitation to tender

T1.2       Tender data

Part T2: Returnable documents
T2.1       List of returnable documents

T2.2       Returnable schedules

THE CONTRACT
Part C1: Agreements and Contract data
C1.1       Form of offer and acceptance

C1.2       Contract data
           Part 1 – Data by the Employer
           Part 2 – Data by the Consultant

Part C2: Pricing data
C2.1       Pricing assumptions
C2.2       Pricing schedule

Part C3: Scope of work
C3         Scope of work

Annexure A: Consultant performance report
                                         ETHEKWINI MUNICIPALITY
                                         FRAMEWORK CONTRACTS 1 TO 26

                                         Framework contracts for the provision of miscellaneous
                                         built environment professional services


T1.1 Tender Notice and Invitation to Tender

eThekwini Municipality invites tenders for the provision of all or any of the following routine and repetitive services within
the eThekwini Municipal area over a 3 year term, with no guarantee of any quantum of service:

   Service area                                                   Service area
   #      Description                                             #     Description
   1      Occupational health and safety (construction            14    Civil engineering services for low cost townships
          works)
   2      Occupational health and safety (Risk                    15    Traffic engineering
          assessments and AIA surveys)
   3      Gravel road maintenance and construction                16    Transport planning and operation
   4      Roads and stormwater facilities management              17    Bridge maintenance inspections
   5       Roads provision (small works):                         18    Programme and project management services
                                                                        for the Zibambele Programme
   6       Roads provision (medium works):                        19    Structural engineering (buildings)
   7       Roads provision (large works):                         20    Electrical engineering (buildings)
   8      Stormwater modelling (PCSWMM)                           21    Mechanical engineering (HVAC)
   9      Floodline determination                                 22    Mechanical engineering (lifts)
   10     Design and installation of stormwater                   23    Mechanical engineering (ammonia plants)
          infrastructure
   11     Geotechnical engineering (general)                      24    Fire safety
   12     Environmental impact assessments                        25    Fire protection (detection)
   13     Environmental monitoring                                26    Fire protection (fire fighting systems)

A limited number of framework contracts will be entered into in each service area.

Only tenderers who have in-house competencies and capabilities to provide the service are eligible to submit tenders

The physical address for collection of tender documents is The Cashier, East wing (Main Foyer) Basement:
Engineering Unit, 166 KE MASINGA ROAD (formerly OLD FORT RD), Durban 4001.

Documents may be collected during working hours from Monday, 24 MAY 2010

A non-refundable tender deposit of R 100.00 payable in cash or by bank guaranteed cheque made out in favour of the
Employer is required on collection of the tender documents.

A briefing meeting with representatives of the Employer will take place at Penthouse Boardroom (Room 6 ½),
Engineering Unit, Municipal Centre, 166 KE Masinga Road (formerly Old Fort Road), Durban on Monday, 31
MAY 2010 starting at 14:00 hrs

Queries relating to the issue of these documents may be addressed to Mr P HOLTON Tel No 031 311 7526, Fax No.
031 311 7490 e mail holtonp@durban.gov.za.



Tender                                                        1                                                         T1.1
Part T1: Tendering procedures                                                         Tender Notice and Invitation to Tender
The closing time for receipt of tenders is 11h00 hrs on Friday, 18 JUNE 2010. Telegraphic, telephonic, telex, facsimile,
e-mail and late tenders will not be accepted.

Tenders may only be submitted on the tender documentation that is issued.

Requirements for sealing, addressing, delivery, opening and assessment of tenders are stated in the Tender Data.




Tender                                                      2                                                     T1.1
Part T1: Tendering procedures                                                   Tender Notice and Invitation to Tender
                                        ETHEKWINI MUNICIPALITY
                                        FRAMEWORK CONTRACTS 1 TO 26

                                        Framework contracts for the provision of miscellaneous
                                        built environment professional services


T1.2 Tender Data

The conditions of tender are the Standard Conditions of Tender as contained in Annex F of the CIDB
Standard for Uniformity in Construction Procurement (January 2009) as published in Government Gazette
No 31823, Board Notice 12 of 2009 of 30 January 2009. (See www.cidb.org.za).

The Standard Conditions of Tender make several references to the Tender Data for details that apply
specifically to this tender. The Tender Data shall have precedence in the interpretation of any ambiguity or
inconsistency between it and the Standard Conditions of Tender.

Each item of data given below is cross-referenced to the clause in the Standard Conditions of Tender to
which it mainly applies.


Clause
                                                            Tender Data
number
  F.1.1   The employer is eThekwini Municipality

  F.1.2   The Tender Documents issued by the Employer comprise the following documents:
          THE TENDER
          Part T1: Tendering procedures
           T1.1 - Tender notice and invitation to tender
           T1.2 - Tender data
          Part T2: Returnable documents
           T2.1 - List of returnable documents
           T2.2 - Returnable schedules
          THE CONTRACT
          Part C1: Agreements and Contract data
           C1.1 - Form of offer and acceptance
           C1.2 - Contract data
          Part C2: Pricing data
           C2.1 - Pricing instructions
           C2.2 - Bill of Quantities
          Part C3: Scope of work
           C3 - Scope of work

  F.1.4   The employer’s agent is :

          Name:         P HOLTON
          Address:      ROOM 527 Engineering Unit, 166 KE MASINGA ROAD (formerly OLD FORT RD),
                        Durban
          Tel:          031 311 7526
          Fax:          031 311 7490
          E-mail:       holtonp@durban.gov.za

  F.2.1   Only those tenderers who satisfy the following eligibility criteria are eligible to submit tenders:

           1.   The tenderer has suitable in house capabilities to perform the required service in the tendered service
                area.

           2.   The tenderer is registered in terms of the Companies Act, 1973 (Act 61 of 1973) or the Close
                Corporation Act,1984 (Act No. 69 of 1984) and is not an unincorporated joint venture.

Tender                                                       1                                                       T2.1
Part T2: Returnable documents                                                                List of returnable documents
          3.    The tenderer’s primary business is to provide independent technology-based intellectual services to
                clients.

          4.    The tenderer / company has at least 50% of its directors and members, in the case of a company and
                close corporation respectively , professionally registered as one of the following:

           Service area                                   Category of registration         Act
           #       Description
           1       Occupational health and safety         none                             Not applicable
                   (construction works contracts)
           2       Occupational health and safety (Risk   none                             Not applicable
                   assessments and AIA surveys)
           3       Gravel road maintenance and            Professional engineer or         Engineering Profession Act, 2000
                   construction                           professional engineering         (Act No. 46 of 2000)
                                                          technologist
           4       Roads and stormwater facilities        Professional engineer or         Engineering Profession Act, 2000
                   management                             professional engineering         (Act No. 46 of 2000)
                                                          technologist                     Project and Construction
                                                          Professional construction        Managem ent Profession Act, 2000
                                                          manager                          (Act No. 48 of 2000)
                                                          Professional construction
                                                          project manager
           5       Roads provision (small works):         Professional engineer or         Engineering Profession Act, 2000
                                                          professional engineering         (Act No. 46 of 2000)
                                                          technologist
           6       Roads provision (medium works):        Professional engineer or         Engineering Profession Act, 2000
                                                          professional engineering         (Act No. 46 of 2000)
                                                          technologist
           7       Roads provision (large works):         Professional engineer or         Engineering Profession Act, 2000
                                                          professional engineering         (Act No. 46 of 2000)
                                                          technologist
           8       Stormwater modelling (PCSWMM)          Professional engineer or         Engineering Profession Act, 2000
                                                          professional engineering         (Act No. 46 of 2000)
                                                          technologist
           9       Floodline determination                Professional engineer or         Engineering Profession Act, 2000
                                                          professional engineering         (Act No. 46 of 2000)
                                                          technologist
           10      Design and installation of             Professional engineer or         Engineering Profession Act, 2000
                   stormwater infrastructure              professional engineering         (Act No. 46 of 2000)
                                                          technologist
           11      Geotechical engineering (general)      Professional engineer or         Engineering Profession Act, 2000
                                                          professional engineering         (Act No. 46 of 2000)
                                                          technologist                     South African Council for the Natural
                                                          Professional natural scientist   Scientific Profession Act, 2003 (Act
                                                                                           No. 27 of 2003)
           12      Environmental impact assessments       none                             na
           13      Environmental monitoring               none                             na
           14      Civil engineering services for low     Professional engineer or         Engineering Profession Act, 2000
                   cost townships                         professional engineering         (Act No. 46 of 2000)
                                                          technologist
           15      Traffic engineering                    Professional engineer or         Engineering Profession Act, 2000
                                                          professional engineering         (Act No. 46 of 2000)
                                                          technologist
           16      Transport planning and operation       Professional engineer or         Engineering Profession Act, 2000
                                                          professional engineering         (Act No. 46 of 2000)
                                                          technologist




Tender                                                       2                                                          T2.1
Part T2: Returnable documents                                                                   List of returnable documents
           17      Bridge maintenance inspections            Professional engineer or        Engineering Profession Act, 2000
                                                             professional engineering        (Act No. 46 of 2000)
                                                             technologist
           18      Programme and project                     Professional engineer or        Engineering Profession Act, 2000
                   management services for the               professional engineering        (Act No. 46 of 2000)
                   Zibambele Programme                       technologist                    Project and Construction
                                                             Professional construction       Managem ent Profession Act, 2000
                                                             manager                         (Act No. 48 of 2000)
                                                             Professional construction
                                                             project manager
           19      Structural engineering (buildings)        Professional engineer or        Engineering Profession Act, 2000
                                                             professional engineering        (Act No. 46 of 2000)
                                                             technologist
           20      Electrical engineering (buildings)        Professional engineer or        Engineering Profession Act, 2000
                                                             professional engineering        (Act No. 46 of 2000)
                                                             technologist
           21      Mechanical engineering (HVAC) -           Professional engineer or        Engineering Profession Act, 2000
                                                             professional engineering        (Act No. 46 of 2000)
                                                             technologist
           22      Mechanical engineering (lifts)            Professional engineer or        Engineering Profession Act, 2000
                                                             professional engineering        (Act No. 46 of 2000)
                                                             technologist
           23      Mechanical engineering (ammonia           Professional engineer or        Engineering Profession Act, 2000
                   plants)                                   professional engineering        (Act No. 46 of 2000)
                                                             technologist
           24      Fire safety                               Professional engineer or        Engineering Profession Act, 2000
                                                             professional engineering        (Act No. 46 of 2000)
                                                             technologist

           25      Fire protection (detection)               Professional engineer or        Engineering Profession Act, 2000
                                                             professional engineering        (Act No. 46 of 2000)
                                                             technologist
           26      Fire protection (fire fighting systems)   Professional engineer or        Engineering Profession Act, 2000
                                                             professional engineering        (Act No. 46 of 2000)
                                                             technologist

          5.    The tenderer is able to provide financial statements prepared in accordance with Generally Accepted
                Accounting Practice (GAAP) or the International Financial Reporting Standard (IFRS), and in terms of
                either the Companies Act or the Close Corporation Act, as relevant, for the preceding financial year
                within 6 months of the financial year end.

          6.    The tenderer has a total turnover over during its preceding financial year which is not less than

           Service area                                                                  Minimum turnover (Million Rands)
           #       Description
           1       Occupational health and safety (construction works)                   R2,0 million
           2       Occupational health and safety (Risk assessments and AIA              R2,0 million
                   surveys)
           3       Gravel road maintenance and construction                              R2,0 million
           4       Roads and stormwater facilities management                            R 2,0 million
           5       Roads provision (small works):                                        R 2,0 million
           6       Roads provision (medium works):                                       R 3,0 million
           7       Roads provision (large works):                                        R 8,0 million
           8       Stormwater modelling (PCSWMM)                                         R2,0 million
           9       Floodline determination                                               R2,0 million
           10      Design and installation of stormwater infrastructure                  R2,0 million

           11      Geotechnical engineering (general)                                    R2,0 million



Tender                                                          3                                                       T2.1
Part T2: Returnable documents                                                                   List of returnable documents
           12      Environmental impact assessments                                R0,5 million
           13      Environmental monitoring                                        R0,5 million
           14      Civil engineering services for low cost townships               R7,0 million
           15      Traffic engineering                                             R 1,5 million
           16      Transport planning and operation                                R 2,0 million
           17      Bridge maintenance inspections                                  R1,0 million
           18      Programme and project managem ent services for the Zibambele    R2,0 million
                   Programme
           19      Structural engineering (buildings)                              R2,0 million
           20      Electrical engineering (buildings)                              R2,0 million
           21      Mechanical engineering (HVAC) -                                 R2,0 million
           22      Mechanical engineering (lifts)                                  R2,0 million
           23      Mechanical engineering (ammonia plants)                         R2,0 million
           24      Fire safety                                                     R2,0 million
           25      Fire protection (detection)                                     R2,0 million
           26      Fire protection (fire fighting systems)                         R2,0 million


          7.    The tenderer has a turnover during its preceding financial year for services falling within the scope of
                services of the proposed framework contract rendered in South Africa which is not less than

           Service area                                                            Minimum turnover (Million Rands)
                                                                                   within service area
           #       Description
           1       Occupational health and safety (construction works)             R1,0 million
           2       Occupational health and safety (Risk assessments and AIA        R1,0 million
                   surveys)
           3       Gravel road maintenance and construction                        R1,0 million
           4       Roads and stormwater facilities management                      Not applicable
           5       Roads provision (small works):                                  R1,0 million
           6       Roads provision (medium works):                                 R 2,0 million
           7       Roads provision (large works):                                  R4,0 million
           8       Stormwater modelling (PCSWMM)                                   R0,5 million
           9       Floodline determination                                         R0,5 million
           10      Design and installation of stormwater infrastructure            R1,0 million
           11      Geotechnical engineering (general)                              R2,0 million
           12      Environmental impact assessments                                R0,5 million
           13      Environmental monitoring                                        R0,5 million
           14      Civil engineering services for low cost townships               R4,0 million
           15      Traffic engineering                                             R 1,5 million
           16      Transport planning and operation                                R 2,0 million
           17      Bridge maintenance inspections                                  R0,5 million
           18      Programme and project managem ent services for the Zibambele    Not applicable
                   Programme
           19      Structural engineering (buildings)                              R1,5 million
           20      Electrical engineering (buildings)                              R1,5 million
           21      Mechanical engineering (HVAC) -                                 R1,5 million
           22      Mechanical engineering (lifts)                                  R0,5 million


Tender                                                         4                                                  T2.1
Part T2: Returnable documents                                                             List of returnable documents
            23      Mechanical engineering (ammonia plants)                        R1,5 million
            24      Fire safety                                                    R0,5
            25      Fire protection (detection)                                    R1,0
            26      Fire protection (fire fighting systems)                        R1,0

           8.    The tenderer has a professional indemnity insurance cover issued by a reputable insurer in an amount
                 of not less than the following amount in respect of a claim without limit to the number of claims:

            Service area                                                           Level of professional indemnity cover
                                                                                   (Million Rands)
            #       Description
            1       Occupational health and safety (construction works)            R2,0 million
            2       Occupational health and safety (Risk assessments and AIA       R2,0 million
                    surveys)
            3       Gravel road maintenance and construction                       R2,0 million
            4       Roads and stormwater facilities management                     R2,0 million
            5       Roads provision (small works):                                 R5,0 million
            6       Roads provision (medium works):                                R5,0 million
            7       Roads provision (large works):                                 R5,0 million
            8       Stormwater modelling (PCSWMM)                                  R5,0 million
            9       Floodline determination                                        R5,0 million
            10      Design and installation of stormwater infrastructure           R5,0 million
            11      Geotechnical engineering (general)                             R5,0 million
            12      Environmental impact assessments                               R2,0 million
            13      Environmental monitoring                                       R2,0 million
            14      Civil engineering services for low cost townships              R5,0 million
            15      Traffic engineering                                            R2,0 million
            16      Transport planning and operation                               R2,0 million
            17      Bridge maintenance inspections                                 R5,0 million
            18      Programme and project managem ent services for the Zibambele   R2,0 million
                    Programme
            19      Structural engineering (buildings)                             R5,0 million
            20      Electrical engineering (buildings)                             R3,0 million
            21      Mechanical engineering (HVAC) -                                R3,0 million
            22      Mechanical engineering (lifts)                                 R3,0 million
            23      Mechanical engineering (ammonia plants)                        R3,0 million
            24      Fire safety                                                    R3,0 million
            25      Fire protection (detection)                                    R3,0 million
            26      Fire protection (fire fighting systems)                        R3,0 million

 F.2.7     There are no compulsory clarification meetings. A briefing meeting will take place as stated in the Tender
           Notice and Invitation to Tender

 F.2.12    No alternative tender offers will be considered

F.2.13.3   Parts of each tender offer communicated on paper shall be submitted as an original, plus 3 copies.




Tender                                                          5                                                 T2.1
Part T2: Returnable documents                                                             List of returnable documents
F.2.13.5   The employer’s details and address for delivery of tender offers and identification details that are to be shown
F.2.15.1   on each tender offer package are:

           Location of tender box: ENTRANCE FOYER, GROUND FLOOR, ENGINEERING UNIT
           Physical address: 166 K E MASINGA ROAD (OLD FORT ROAD), DURBAN
           Identification details: The “Framework numbers" applied for together with the associated
           Framework Titles and the closing date and time of this Framework tender"

F.2.13.9   Telephonic, telegraphic, telex, facsimile or e-mailed tender offers will not be accepted.

 F.2.15    The closing time for submission of tender offers is as stated in the Tender Notice and Invitation to Tender.

 F.2.16    The tender offer validity period is 10 weeks.

 F.2.23    The tenderer is required to submit with his tender:
               1) an original valid Tax Clearance Certificate issued by the South African Revenue Services.
               2) a copy of the entity’s professional indemnity insurance

  F.3.4    Tenders will be opened immediately after the closing time for tenders at 11h00

F.3.11.1   The financial offer will be reduced to a comparative basis using the Tender Assessment Schedule.

F.3.11.5   The procedure for the evaluation of responsive tenders is Method 4

           The value of W 2 is 65. The score for financial offer is calculated using Formula 2 (Option 2) where W1 is the
           percentage score given to financial offer and equals 100 minus W 2.

           The score for quality and financial offer is to be combined, before the addition of the score for preference, as
           follows:

           W C = W 3 x (1 + (S - Sm) )
                               Sm

           Where W 3 is the number of tender evaluation points for quality and financial offer and equals 90

               S is the sum of score for quality and financial offer of the submission under consideration
               Sm is the sum of score for quality and financial offer of the submission scoring the highest number of
                  points

           Up to 100 minus W 3 tender evaluation points will be awarded to tenderers who complete the preferencing
           schedule and who are found to be eligible for the preference claimed.




Tender                                                      6                                                       T2.1
Part T2: Returnable documents                                                               List of returnable documents
F.3.11.3   The quality criteria and maximum score in respect of each of the criteria are as follows:

                  Quality        Subcriteria                                                                   Maximum
                  criteria                                                                                     number of
                                                                                                                 points
                  Tenderer’s     -                                                                                30
                  experience

                  Experience     General experience and qualifications in relation to the service                 10
                  of Principal
                  Consultant
                                 Adequacy for the service                                                         15


                                 Knowledge of issues pertinent to the service                                     15


                  Value add      -                                                                                30
                  Maximum possible score for quality (Ms)                                                         100

           Quality shall be scored by not less than three evaluators in accordance with the following schedules:

           •       Evaluation Schedule: Experience of Tenderer over last 5 years
           •       Evaluation Schedule: Experience of Principal Consultant
           •       Evaluation Schedule: Value added by Tenderer

           The minimum number of evaluation points for quality is 60

           Each evaluation criteria will be assessed in terms of five indicators – no response, poor, satisfactory, good
           and very good. Scores of 0, 40, 70, 90 or 100 will be allocated to no response, poor, satisfactory, good and
           very good, respectively. The scores of each of the evaluators will be averaged, weighted and then totalled to
           obtain the final score for quality.

F.3.13.1   Tender offers will only be accepted if:

            a)    the tenderer submits an original valid Tax Clearance Certificate issued by the South African Revenue
                  Services or has made arrangements to meet outstanding tax obligations;
            b)    the tender submits a duly completed Declaration of Municipal Fees
            c)    the tenderer or any of its directors/shareholders is not listed on the Register of Tender Defaulters in
                  terms of the Prevention and Combating of Corrupt Activities Act of 2004 as a person prohibited from
                  doing business with the public sector;
            d)    the tenderer has not:
                   i) abused the Employer’s Supply Chain Management System; or
                   ii) failed to perform on any previous contract and has been given a written notice to this effect;
           e)    the tenderer has completed the Compulsory Enterprise Questionnaire and there are no conflicts of
                 interest which may impact on the tenderer’s ability to perform the contract in the best interests of the
                 employer or potentially compromise the tender process and persons in the employ of the state are
                 permitted to submit tenders or participate in the contract;

 F.3.18    The number of paper copies of the signed contract to be provided by the employer is one.

           Additional conditions of tender

           1)     Notwithstanding the requirements of F.3.11, a limited number of contracts may be entered into with
                  two or more of the highest scoring tenderers.

           2) Tenderers who score above the threshold score for quality (see F.3.11.3) may be invited to demonstrate
              that they satisfy the requirements of F3.13 b) through a submission of a portfolio of work
              relating to the service area and an interview.

           3) Tenderers are required to complete the Pricing Schedule for the service areas that they
              tender for. Failure to tender all the parameters required for a service area shall render the
              tender non-responsive.



Tender                                                          7                                                           T2.1
Part T2: Returnable documents                                                                       List of returnable documents
                                         ETHEKWINI MUNICIPALITY
                                         FRAMEWORK CONTRACTS 1 TO 26

                                         Framework contracts for the provision of miscellaneous
                                         built environment professional services


T.2.1 List of returnable documents

Returnable Schedules required for tender evaluation purposes

The tenderer must complete the following returnable schedules as relevant:

•      Record of Addenda to Tender Documents
•      Compulsory Enterprise Questionnaire
•      Declaration of Municipal Fees
•      Proposed Amendments and Qualifications
•      Practice Declaration Affidavit
•      Evaluation Schedule: Experience of Tenderer over last 5 years
•      Evaluation Schedule: Value added by Tenderer
•      Tender Assessment Schedule
Other documents required for tender evaluation purposes

The tenderer must submit the following returnable documents:

•      An original valid Tax Clearance Certificate issued by the South African Revenue Services
•      Financial statements prepared in accordance with Generally Accepted Accounting Practice (GAAP) or the
       International Financial Reporting Standard (IFRS), and in terms of either the Companies Act or the Close
       Corporation Act, as relevant, for the preceding financial year within 6 months of the financial year end
•      Documentary proof of current professional indemnity cover issued by a reputable insurer in an amount of not less
       than the amount stated in the eligibility criteria in the Tender Data in respect of each and every claim without limit
       to the number of claims (see F.2.1).
•      Verification certificate from a verification agency accredited by SANAS and recognized as an Accredited B-BBEE
       Verification Agencies (see www.sanas.co.za/directory/bbee_default.php) if preference points are claimed in
       respect of Broad-Based Black Economic Empowerment.

Returnable Schedules that will be used for tender evaluation purposes and be incorporated into the
contract

The tenderer must complete the following returnable documents if preferences are claimed:

•      Preferencing Schedule for Professional Service Framework Contracts
•      Evaluation Schedule: Experience of principal consultant
4   Other documents that will be incorporated into the contract

•      Nil
C1.1         Offer portion of Form of Offer and Acceptance
C1.2         Contract Data (Part 2)

C2.2         Pricing Schedule




Tender                                                       8                                                      T2.1
Part T2: Returnable documents                                                               List of returnable documents
                               Record of Addenda to tender documents

We confirm that the following communications received from the Employer before the submission of this tender
offer, amending the tender documents, have been taken into account in this tender offer:

        Date                           Title or Details

1.


2.


3.


4.


5.


6.


7.


8.


9.


10.


Attach additional pages if more space is required.


       Signed                                                 Date


        Name                                              Position


      Tenderer




Tender                                                    9                                                    T2.1
Part T2: Returnable documents                                                          List of returnable documents
                                            Compulsory Enterprise Questionnaire


The following particulars must be furnished. In the case of a joint venture, separate enterprise questionnaires in
respect of each partner must be completed and submitted.
Section 1:         Name of enterprise: . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Section 2:         VAT registration number, if any: . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Section 3:         CIDB registration number, if any: Not applicable

Section 4:         Particulars of sole proprietors and partners in partnerships

  Name*                                               Identity number*                                    Personal income tax number*




* Complete only if sole proprietor or partnership and attach separate page if more than 3 partners

Section 5:         Particulars of companies and close corporations
Company registration number . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Close corporation number . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Tax reference number . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Section 6: Record in the service of the state
Indicate by marking the relevant boxes with a cross, if any sole proprietor, partner in a partnership or director,
manager, principal shareholder or stakeholder in a company or close corporation is currently or has been within the
last 12 months in the service of any of the following:

       a member of any municipal council                                              an employee of any provincial department, national or
       a member of any provincial legislature                                         provincial public entity or constitutional institution
       a member of the National Assembly or the                                       within the meaning of the Public Finance
       National Council of Province                                                   Management Act, 1999 (Act 1 of 1999)
       a member of the board of directors of any                                      a member of an accounting authority of any national
       municipal entity                                                               or provincial public entity
       an official of any municipality or municipal entity                            an employee of Parliament or a provincial legislature


If any of the above boxes are marked, disclose the following:
  Name of sole proprietor, Name of institution, public office, board                                                      Status of service
  partner, director, manager, or organ of state and position held                                                         (tick appropriate column)
  principal    shareholder    or                                                                                          Current       Within last
  stakeholder                                                                                                                           12 months




*insert separate page if necessary




Tender                                                                               10                                                                  T2.1
Part T2: Returnable documents                                                                                                    List of returnable documents
Section 7: Record of spouses, children and parents in the service of the state
Indicate by marking the relevant boxes with a cross, if any spouse, child or parent of a sole proprietor, partner in a
partnership or director, manager, principal shareholder or stakeholder in a company or close corporation is currently
or has been within the last 12 months been in the service of any of the following:

     a member of any municipal council               an employee of any provincial department, national or
     a member of any provincial legislature          provincial public entity or constitutional institution
     a member of the National Assembly or            within the meaning of the Public Finance
     the National Council of Province                Management Act, 1999 (Act 1 of 1999)
     a member of the board of directors of           a member of an accounting authority of any national
     any municipal entity                            or provincial public entity
     an official of any municipality or              an employee of Parliament or a provincial legislature
      municipal entity


 Name of spouse, child or            Name of institution, public office, board        Status of service
 parent                              or organ of state and position held              (tick appropriate
                                                                                      column)
                                                                                      Current Within last
                                                                                                12 months




*insert separate page if necessary

The undersigned, who warrants that he / she is duly authorised to do so on behalf of the enterprise:
i) authorizes the Employer to obtain a tax clearance certificate from the South African Revenue Services that my /
     our tax matters are in order;
ii) confirms that the neither the name of the enterprise or the name of any partner, manager, director or other
     person, who wholly or partly exercises, or may exercise, control over the enterprise appears on the Register of
     Tender Defaulters established in terms of the Prevention and Combating of Corrupt Activities Act of 2004;
iii) confirms that no partner, member, director or other person, who wholly or partly exercises, or may exercise,
     control over the enterprise appears, has within the last five years been convicted of fraud or corruption;
iv) confirms that I / we are not associated, linked or involved with any other tendering entities submitting tender
     offers and have no other relationship with any of the tenderers or those responsible for compiling the scope of
     work that could cause or be interpreted as a conflict of interest; and
iv) confirms that the contents of this questionnaire are within my personal knowledge and are to the best of my
     belief both true and correct.
                                                                 Date
        Signed

         Name                                                Position


    Enterprise
        name




Tender                                                      11                                                     T2.1
Part T2: Returnable documents                                                              List of returnable documents
                                                 Declaration of Municipal Fees




I / We do hereby declare that the Municipal fees of the company ...........................................................,
are, as at the date of the tender closing, fully paid up, or arrangements have been concluded with the
Municipality to pay the said fees :

                      Account                                                  Account Number

                      Electricity                                              *_____________________

                      Water                                                    *_____________________

                      Rates                                                    *_____________________

                      JSB Levies                                               *_____________________

                      *___________________                                     *_____________________

* : to be completed by tenderer.

I / We acknowledge that should it be found that Municipal fees are not up to date, the Council may take such
remedial action as is required, including termination of contract, and any income due to the contractor shall
be utilised to offset any monies due to the Council.




SIGNATURE : .......................................................................................... DATE: ..................................
      (of person authorised to sign on behalf of the Tenderer)




Tender                                                                    12                                                             T2.1
Part T2: Returnable documents                                                                                    List of returnable documents
                               Proposed amendments and qualifications

The Tenderer should record any deviations or qualifications he may wish to make to the tender documents in this
Returnable Schedule. Alternatively, a tenderer may state such deviations and qualifications in a covering letter to his
tender and reference such letter in this schedule.

The Tenderer’s attention is drawn to clause F.3.8 of the Standard Conditions of Tender referenced in the Tender
Data regarding the employer’s handling of material deviations and qualifications.



 Page            Clause or item     Proposal




        Signed                                                   Date


        Name                                                 Position


     Tenderer




Tender                                                      13                                                      T2.1
Part T2: Returnable documents                                                               List of returnable documents
                                             Practice Declaration Affidavit


The undersigned, who warrants that he / she is duly authorised to do so on behalf of the company confirms that:

1)    the company will maintain its professional indemnity insurance for the duration of the contract and abide by the
      CIDB Code of Conduct for all the Parties engaged in Construction Procurement (see www.cidb.co.za);

2)    the primary business of the company is to provide independent technology-based intellectual services to
      employers;

3)    the tenderer is not an unincorporated joint venture

4)    the tender has in-house competencies in and offers to provide the following services:

      (tick the appropriate box(es) – see Scope of Work for full description of services)


                Service area
                #      Description
                1      Occupational health and safety (construction works)
                2      Occupational health and safety (Risk assessments and AIA surveys)
                3      Gravel road maintenance and construction
                4      Roads and stormwater facilities managem ent
                5      Roads provision (small works):

                6      Roads provision (medium works):

                7      Roads provision (large works):

                8      Stormwater modelling (PCSWMM)
                9      Floodline determination
                10     Design and installation of stormwater infrastructure
                11     Geotechnical engineering (general)
                12     Environmental impact assessments
                13     Environmental monitoring
                14     Civil engineering services for low cost townships
                15     Traffic engineering
                16     Transport planning and operation

                17     Bridge maintenance inspections
                18     Programme and project managem ent services for the Zibambele Programme
                19     Structural engineering (buildings)
                20     Electrical engineering (buildings)
                21     Mechanical engineering (HVAC)
                22     Mechanical engineering (lifts)
                23     Mechanical engineering (ammonia plants)
                24     Fire safety
                25     Fire protection (detection)
                26     Fire protection (fire fighting systems)




Tender                                                             14                                                   T2.1
Part T2: Returnable documents                                                                   List of returnable documents
5)   the company has at least 50% of its directors and members, in the case of a company and close corporation
     respectively, professionally registered as:

     (tick the appropriate box(es)

                 Service area                                Category of registration                    Act
                 #    Description
                 1     Occupational health and               none                                        Not applicable
                       safety (construction works
                       contracts)
                 2     Occupational health and               none                                        Not applicable
                       safety (Risk assessments and
                       AIA surveys)
                 3     Gravel road maintenance and           Professional engineer or professional       Engineering Profession Act,
                       construction                          engineering technologist                    2000 (Act No. 46 of 2000)
                 4     Roads and stormwater                  Professional engineer or professional       Engineering Profession Act,
                       facilities management                 engineering technologist                    2000 (Act No. 46 of 2000)
                                                             Professional construction manager           Project and Construction
                                                             Professional construction project manager   Managem ent Profession
                                                                                                         Act, 2000 (Act No. 48 of
                                                                                                         2000)
                 5     Roads          provision     (small   Professional engineer or professional       Engineering Profession Act,
                       works):                               engineering technologist                    2000 (Act No. 46 of 2000)
                 6     Roads         provision    (medium    Professional engineer or professional       Engineering Profession Act,
                       works):                               engineering technologist                    2000 (Act No. 46 of 2000)
                 7     Roads          provision     (large   Professional engineer or professional       Engineering Profession Act,
                       works):                               engineering technologist                    2000 (Act No. 46 of 2000)
                 8     Stormwater modelling                  Professional engineer or professional       Engineering Profession Act,
                       (PCSWMM)                              engineering technologist                    2000 (Act No. 46 of 2000)
                 9     Floodline determination               Professional engineer or professional       Engineering Profession Act,
                                                             engineering technologist                    2000 (Act No. 46 of 2000)
                 10    Design and installation of            Professional engineer or professional       Engineering Profession Act,
                       stormwater infrastructure             engineering technologist                    2000 (Act No. 46 of 2000)
                 11    Geotechical engineering               Professional engineer or professional       Engineering Profession Act,
                       (general)                             engineering technologist                    2000 (Act No. 46 of 2000)
                                                             Professional natural scientist              South African Council for the
                                                                                                         Natural Scientific Profession
                                                                                                         Act, 2003 (Act No. 27 of
                                                                                                         2003)
                 12    Environmental impact                  none                                        na
                       assessments
                 13    Environmental monitoring              none                                        na
                 14    Civil engineering services for        Professional engineer or professional       Engineering Profession Act,
                       low cost townships                    engineering technologist                    2000 (Act No. 46 of 2000)
                 15    Traffic engineering                   Professional engineer or professional       Engineering Profession Act,
                                                             engineering technologist                    2000 (Act No. 46 of 2000)
                 16    Transport planning and                Professional engineer or professional       Engineering Profession Act,
                       operation                             engineering technologist                    2000 (Act No. 46 of 2000)
                 17    Bridge maintenance                    Professional engineer or professional       Engineering Profession Act,
                       inspections                           engineering technologist                    2000 (Act No. 46 of 2000)
                 18    Programme and project                 Professional engineer or professional       Engineering Profession Act,
                       management services for the           engineering technologist                    2000 (Act No. 46 of 2000)
                       Zibambele Programme                   Professional construction manager           Project and Construction
                                                             Professional construction project manager   Managem ent Profession
                                                                                                         Act, 2000 (Act No. 48 of
                                                                                                         2000)

                 19    Structural engineering                Professional engineer or professional       Engineering Profession Act,
                       (buildings)                           engineering technologist                    2000 (Act No. 46 of 2000)
                 20    Electrical engineering                Professional engineer or professional       Engineering Profession Act,
                       (buildings)                           engineering technologist                    2000 (Act No. 46 of 2000)


Tender                                                              15                                                       T2.1
Part T2: Returnable documents                                                                        List of returnable documents
                  21    Mechanical engineering               Professional engineer or professional      Engineering Profession Act,
                        (HVAC) -                             engineering technologist                   2000 (Act No. 46 of 2000)
                  22    Mechanical engineering (lifts)       Professional engineer or professional      Engineering Profession Act,
                                                             engineering technologist                   2000 (Act No. 46 of 2000)
                  23    Mechanical engineering               Professional engineer or professional      Engineering Profession Act,
                        (ammonia plants)                     engineering technologist                   2000 (Act No. 46 of 2000)
                  24    Fire safety                          Professional engineer or professional      Engineering Profession Act,
                                                             engineering technologist                   2000 (Act No. 46 of 2000)
                  25    Fire protection (detection)          Professional engineer or professional      Engineering Profession Act,
                                                             engineering technologist                   2000 (Act No. 46 of 2000)
                  26    Fire protection (fire fighting       Professional engineer or professional      Engineering Profession Act,
                        systems)                             engineering technologist                   2000 (Act No. 46 of 2000)


6)   The tenderer has a total turnover over during its preceding financial year which is not less than

     (tick the box(es) for the service areas applied for)

                  Service area                                                                                     Turnover
                                                                                                                   (Rands)
                  #     Description
                  1     Occupational health and safety (construction works)                                        R2,0 million
                  2     Occupational health and safety (Risk assessments and AIA surveys)                          R2,0 million
                  3     Gravel road maintenance and construction                                                   R2,0 million
                  4     Roads and stormwater facilities management                                                 R 2,0 million
                  5      Roads provision (sm all works):                                                           R 2,0 million
                  6      Roads provision (medium works):                                                           R 3,0 million
                  7      Roads provision (large works):                                                            R 8,0 million
                  8     Stormwater modelling (PCSWMM)                                                              R2,0 million
                  9     Floodline determination                                                                    R2,0 million
                  10    Design and installation of stormwater infrastructure                                       R2,0 million
                  11    Geotechnical engineering (general)                                                         R2,0 million
                  12    Environmental impact assessm ents                                                          R0,5 million
                  13    Environmental monitoring                                                                   R0,5 million
                  14    Civil engineering services for low cost townships                                          R7,0 million
                  15    Traffic engineering                                                                        R 1,5 million
                  16    Transport planning and operation                                                           R 2,0 million
                  17    Bridge maintenance inspections                                                             R1,0 million
                  18    Programme and project management services for the Zibambele Programme                      R2,0 million
                  19    Structural engineering (buildings)                                                         R2,0 million
                  20    Electrical engineering (buildings)                                                         R2,0 million
                  21    Mechanical engineering (HVAC) -                                                            R2,0 million
                  22    Mechanical engineering (lifts)                                                             R2,0 million
                  23    Mechanical engineering (ammonia plants)                                                    R2,0 million
                  24    Fire safety                                                                                R2,0 million
                  25    Fire protection (detection)                                                                R2,0 million
                  26    Fire protection (fire fighting systems)                                                    R2,0 million




Tender                                                              16                                                       T2.1
Part T2: Returnable documents                                                                        List of returnable documents
7)   the company’s turnover over during its preceding financial year for services falling within the scope of services of
     the proposed framework contract rendered in South Africa is not less than;

     (tick the box(es) for the service areas applied for)

                  Service area                                                                   Turnover (Rands) within
                                                                                                 service area
                  #     Description
                  1     Occupational health and safety (construction works)                      R1,0 million
                  2     Occupational health and safety (Risk assessments and AIA surveys)        R1,0 million
                  3     Gravel road maintenance and construction                                 R1,0 million
                  4     Roads and stormwater facilities management                               Not applicable
                  5      Roads provision (sm all works):                                         R1,0 million
                  6      Roads provision (medium works):                                         R 2,0 million
                  7      Roads provision (large works):                                          R4,0 million
                  8     Stormwater modelling (PCSWMM)                                            R0,5 million
                  9     Floodline determination                                                  R0,5 million
                  10    Design and installation of stormwater infrastructure                     R1,0 million
                  11    Geotechnical engineering (general)                                       R2,0 million
                  12    Environmental impact assessm ents                                        R0,5 million
                  13    Environmental monitoring                                                 R0,5 million
                  14    Civil engineering services for low cost townships                        R4,0 million
                  15    Traffic engineering                                                      R 1,5 million
                  16    Transport planning and operation                                         R 2,0 million
                  17    Bridge maintenance inspections                                           R0,5 million
                  18    Programme and project management services for the Zibambele Programme    Not applicable
                  19    Structural engineering (buildings)                                       R1,5 million
                  20    Electrical engineering (buildings)                                       R1,5 million
                  21    Mechanical engineering (HVAC) -                                          R1,5 million
                  22    Mechanical engineering (lifts)                                           R0,5 million
                  23    Mechanical engineering (ammonia plants)                                  R1,5 million
                  24    Fire safety                                                              R0,5 million
                  25    Fire protection (detection)                                              R1,0 million
                  26    Fire protection (fire fighting systems)                                  R1,0 million




Tender                                                            17                                                T2.1
Part T2: Returnable documents                                                               List of returnable documents
8)     the numbers of professionally qualified staff in the permanent employ of the company capable of providing
       the required service are:
         Category of registered professional e.g.                     Number in service area for which services are to be
         professional engineer                                   provided (state service area)
                                                                 #            #        #          #           #          #          #
         Professional engineer

         Professional engineering technologist

         Professional engineering technician

         Professional construction manager

         Professional construction project manager

         Professional natural scientist

         Other (state)




9)     the contents of this Affidavit are within my personal knowledge, and save where stated otherwise are
       to the best of my belief both true and correct.



        Signed                                                                                Date


          Name                                                                             Position


      Tenderer


Signed and sworn to before me at .................................................................................................. on this the
............................................. day of ........................................... by the Deponent, who has acknowledged that
he/she knows and understands the contents of this Affidavit, that it is true and correct to the best of his/her
knowledge and that he/she has no objection to taking the prescribed oath, and that the prescribed oath will
be binding on his/her conscience.




Commissioner of oaths .....................................................




Tender                                                                18                                                         T2.1
Part T2: Returnable documents                                                                            List of returnable documents
               Evaluation Schedule: Tenderer’s Experience over the last 5 years

Tick the service area(s) which is to be evaluated:

         Service area
         #     Description
         1     Occupational health and safety (construction works)
         2     Occupational health and safety (Risk assessments and AIA surveys)
         3     Gravel road maintenance and construction
         4     Roads and stormwater facilities management
         5     Roads provision (small works):

         6     Roads provision (medium works):

         7     Roads provision (large works):

         8     Stormwater modelling (PCSWMM)
         9     Floodline determination
         10    Design and installation of stormwater infrastructure
         11    Geotechnical engineering (general)
         12    Environmental impact assessments
         13    Environmental monitoring
         14    Civil engineering services for low cost townships
         15    Traffic engineering
         16    Transport planning and operation
         17    Bridge maintenance inspections
         18    Programme and project management services for the Zibambele Programme
         19    Structural engineering (buildings)
         20    Electrical engineering (buildings)
         21    Mechanical engineering (HVAC)
         22    Mechanical engineering (lifts)
         23    Mechanical engineering (ammonia plants)
         24    Fire safety
         25    Fire protection (detection)
         26    Fire protection (fire fighting systems)


 The experience of the tenderer as apposed to the key staff members / experts in similar projects or similar areas and
 conditions in relation to the required service as described in the scope of work over the last five years will be
 evaluated.

 Tenderers should very briefly describe his or her experience in this regard in respect of each service area and attach this
 to this schedule. Separate schedules must be completed for each service area tendered for.

 The description should be put in tabular form with the following headings:

 Employer, contact person            Description of work (service)          Work performed as:   Approximate     Date
 and telephone number,                                                      JV = joint venture   value of fees   completed
 where available                                                            SC = sub             for own
                                                                            consultant           component
                                                                                                 of the
                                                                                                 assignment
                                                                                                 inclusive of
                                                                                                 VAT (Rand)*


 *The fees must exclude sub consultant and joint venture partner fee amounts.


Tender                                                             19                                               T2.1
Part T2: Returnable documents                                                               List of returnable documents
 The scoring of the tenderer’s experience will be as follows:

 0                   Tenderer has submitted no information or inadequate information to determine scoring level.
 Poor                Tenderer has limited experience
 (score 40)
 Satisfactory        Tenderer has relevant experience but has not dealt with the critical issues specific to the service.
 (score 70)
 Good                Tenderer has extensive experience in relation to the service and has previously provided similar services
 (score 90)          under similar conditions and circumstances.
 Very good           Tenderer has outstanding experience in the service required.
 (score 100)

The undersigned, who warrants that he / she is duly authorised to do so on behalf of the enterprise, confirms that the
contents of this schedule are within my personal knowledge and are to the best of my belief both true and correct.

            Signed                                                       Date


             Name                                                    Position


         Tenderer




Tender                                                         20                                                        T2.1
Part T2: Returnable documents                                                                    List of returnable documents
                    Evaluation Schedule: Experience of Principal Consultant

Tick the service area(s) which is to be evaluated:

         Service area
         #     Description
         1     Occupational health and safety (construction works)
         2     Occupational health and safety (Risk assessments and AIA surveys)
         3     Gravel road maintenance and construction
         4     Roads and stormwater facilities management
         5     Roads provision (small works):

         6     Roads provision (medium works):

         7     Roads provision (large works):

         8     Stormwater modelling (PCSWMM)
         9     Floodline determination
         10    Design and installation of stormwater infrastructure
         11    Geotechnical engineering (general)
         12    Environmental impact assessments
         13    Environmental monitoring
         14    Civil engineering services for low cost townships
         15    Traffic engineering
         16    Transport planning and operation
         17    Bridge maintenance inspections
         18    Programme and project management services for the Zibambele Programme
         19    Structural engineering (buildings)
         20    Electrical engineering (buildings)
         21    Mechanical engineering (HVAC)
         22    Mechanical engineering (lifts)
         23    Mechanical engineering (ammonia plants)
         24    Fire safety
         25    Fire protection (detection)
         26    Fire protection (fire fighting systems)


The experience of the Principal Consultant will be evaluated i.e. the person who will provide the service or under whose
direction the service is to be provided (see scope of work). This will be undertaken in relation to:

1)     General experience (total duration of professional activity), level of education and training and positions held
       which have a bearing on the service.
2)     The education, training, skills and experience in relation to the required service.
3)     Knowledge of issues which are pertinent to the service.

A CV of the Principal Consultant for each service area of not more than 3 pages must be attached to this schedule.

Each CV should be structured under the following headings:
1    Personal particulars
             - name
             - date and place of birth
             - place (s) of tertiary education and dates associated therewith
             - professional awards
2    Qualifications (degrees, diplomas, grades of membership of professional societies and professional registrations)
3    Name of current employer and position in enterprise

Tender                                                             21                                                T2.1
Part T2: Returnable documents                                                                List of returnable documents
4    Overview of post graduate experience (year, organization and position)
5    Outline of recent assignments / experience that has a bearing on the required service area
6    Papers and publications




The scoring will be as follows:

Rating / score         General experience and            Adequacy for the service           Knowledge of issues pertinent
                       qualifications in relation to the                                    to the service
                       service
0                            Tenderer has submitted no information or inadequate information to determine scoring level.
Poor                   Principal Consultant has limited  Principal Consultant has limited   Principal Consultant has limited
(score 40)             levels of general experience      levels of project specific         experience of issues pertinent
                                                         education, skills, training and    to the service
                                                         experience
Satisfactory           Principal Consultant has          Principal Consultant has           Principal Consultant has
(score 70)             reasonable levels of general      reasonable levels of project       reasonable experience of
                       experience                        specific education, skills,        issues pertinent to the service
                                                         training and experience
Good                   Principal Consultant has          Principal Consultant has           Principal Consultant has
(score 90)             extensive levels of general       extensive levels of project        extensive experience of issues
                       experience                        specific education, skills,        pertinent to the service
                                                         training and experience
Very good              Principal Consultant has          Key staff have outstanding         Principal Consultant has
(score 100)            outstanding levels of general     levels of project specific         outstanding experience of
                       experience                        education, skills, training and    issues pertinent to the service
                                                         experience

The undersigned, who warrants that he / she is duly authorised to do so on behalf of the enterprise, confirms that the
contents of this schedule are within my personal knowledge and are to the best of my belief both true and correct.


              Signed                                                 Date


               Name                                               Position


          Tenderer




Tender                                                      22                                                      T2.1
Part T2: Returnable documents                                                               List of returnable documents
                                Evaluation Schedule: Value add by tenderer

Tick the service area(s) which is to be evaluated:

         Service area
         #     Description
         1     Occupational health and safety (construction works)
         2     Occupational health and safety (Risk assessments and AIA surveys)
         3     Gravel road maintenance and construction
         4     Roads and stormwater facilities management
         5      Roads provision (small works):

         6      Roads provision (medium works):

         7      Roads provision (large works):

         8     Stormwater modelling (PCSWMM)
         9     Floodline determination
         10    Design and installation of stormwater infrastructure
         11    Geotechnical engineering (general)
         12    Environmental impact assessments
         13    Environmental monitoring
         14    Civil engineering services for low cost townships
         15    Traffic engineering
         16    Transport planning and operation
         17    Bridge maintenance inspections
         18    Programme and project management services for the Zibambele Programme
         19    Structural engineering (buildings)
         20    Electrical engineering (buildings)
         21    Mechanical engineering (HVAC)
         22    Mechanical engineering (lifts)
         23    Mechanical engineering (ammonia plants)
         24    Fire safety
         25    Fire protection (detection)
         26    Fire protection (fire fighting systems)


The value added by the tenderer in delivering the service will be evaluated i.e. the answer to the question as to why the
Employer will derive better value for money by contracting with the tenderer rather than with any other tenderer.

Examples of value add include:
- internal quality control systems
- previous or current work related to the service
- depth of in-house expertise apart from that residing in the Principal Consultant
- local and international networks with specialist in the field or organisations that have a stake in the field
- membership of organisations that can facilitate access to information
- linkages to academic research or pertinent organisations
- internet or library access to specialist literature
- internal libraries and facilities
- software packages, proprietary products, etc

The tenderer must briefly outline the value add for each service area separately in not more than three pages and
attach this to this page. The tenderer should also state what value add other staff members will provide to the service.

The scoring of the tenderer’s value added will be as follows:

Tender                                                             23                                                  T2.1
Part T2: Returnable documents                                                                  List of returnable documents
0                     Tenderer has submitted no information or inadequate information to determine scoring level.
Poor                  Tenderer offers limited value add to the required service
(score 40)
Satisfactory          Tenderer offers attractive value add to the required service
(score 70)
Good                  Tenderer offers very desirable value add to the required service
(score 90)
Very good             Tenderer offers exceptional value add to the service required.
(score 100)


The undersigned, who warrants that he / she is duly authorised to do so on behalf of the enterprise, confirms that the
contents of this schedule are within my personal knowledge and are to the best of my belief both true and correct.

           Signed                                                     Date


               Name                                                Position


         Tenderer




Tender                                                       24                                                     T2.1
Part T2: Returnable documents                                                               List of returnable documents
                                            Tender Assessment Schedule
NOTE: All parameters in the Pricing Schedule must be priced for the service area tendered for, irrespective of
whether or not the tenderer is likely to make use of the category of staff. Failure to do so will result in the tender
not being capable of being evaluated and will result in the tender being declared non-responsive.

The parameters tendered in the Pricing Data shall be reduced to a common base for comparative purposes
using the following formula:

Average time charge / hour for tender evaluation purposes = A + B + C + D + E

where:

A    =      f1 x (tendered Rate / hour for category I staff)

B    =      f2 x (tendered Rate / hour for category II staff)

C    =      f3 x (tendered Rate / hour for category III staff)

D    =      f4 x (cents per hour / R100 of total cost of employment for category IV staff) x 300 000 / 100 / 100

E    =      f5 x tendered factor (multiplier) x 350 000 / 12 / 150

f1, f2, f3, f4, and f5 are the weighting factors listed in the tabulation in this schedule for the service area under
consideration

Note: A value of 0 is assigned to B, C, D or E where the respective category of staff does not apply and is marked “not applicable” in
the Pricing Schedule.

For example, assuming that:

•        the tendered rates for category I, II and III were R800, R900 and R600 per hour, respectively;
•        the tendered cents per hour / R100 of total cost of employment is 12 cents; and
•        the tendered factor (multiplier) is 1,3.
•        f1, f2, f3, f4,and f5 = 0,1; 0,05: 0,25; 0,3 and 0,3 respectively

The average time charge for tender evaluation purposes is:

0,1x800 + 0,05x900 + 0,25 x600 + 0,3 x 12 x 300 000/100 /100 + 0,3 x 1,3 x 350 000/12 /150

= R458,83 / hour



Weightings applicable to service areas

Service area                                                   Category of staff and weighting factors
#        Description                               I                II                III              IV                 V
1        Occupational health and                                               Not
         safety (construction works)
                                            f1 = 0,35         f2 = 0,05        applicable
                                                                                                 f 4 = 0,3         f5 = 0,3

2        Occupational health and
                                                                               Not                                 Not
         safety (Risk assessments           f1 = 0,45         f2 = 0,05        applicable
                                                                                                 f 4 = 0,5         applicable
         and AIA surveys)
3        Gravel road maintenance                              Not
         and construction
                                            f1 = 0,1          applicable
                                                                               f3 = 0,35         f 4 = 0,3         f5 = 0,25

4        Roads and stormwater
         facilities management
                                            f1 = 0,2          f2 = 0,05        f3 = 0,25         f 4 = 0,25        f5 = 0,25

5        Roads     provision      (small                      Not
         works):                            f1 = 0,1                           f3 = 0,35         f 4 = 0,3         f5 = 0,25
                                                              applicable

Tender                                                             25                                                         T2.1
Part T2: Returnable documents                                                                         List of returnable documents
Service area                                          Category of staff and weighting factors
#     Description                              I           II           III               IV            V
6     Roads provision (medium                        Not
      works):                            f1 = 0,1    applicable
                                                                   f3 = 0,35      f 4 = 0,3        f5 = 0,25

7     Roads         provision   (large               Not
      works):                            f1 = 0,1                  f3 = 0,35      f 4 = 0,3        f5 = 0,25
                                                     applicable
8     Stormwater modelling                           Not           Not                             Not
      (PCSWMM)
                                         f1 = 0,9    applicable    applicable
                                                                                  f 4 = 0,1        applicable
9     Floodline determination                        Not           Not                             Not
                                         f1 = 0,9                                 f 4 = 0,1
                                                     applicable    applicable                      applicable
10    Design and installation of                     Not
                                         f1 = 0,1                  f3 = 0,35      f 4 = 0,3        f5 = 0,25
      stormwater infrastructure                      applicable
11    Geotechical engineering                        Not                                           Not
      (general)
                                         f1 = 0,6    applicable
                                                                   f3= 0,2        f 4 = 0,2        applicable
12    Environmental impact                                         Not                             Not
      assessments
                                         f1 = 0,35   f2 = 0,05     applicable
                                                                                  f 4 = 0,6        applicable
13    Environmental monitoring                       Not           Not                             Not
                                         f1 = 0.1                                 f4 =
                                                     applicable    applicable                      applicable
14    Civil engineering services for                 Not
      low cost townships
                                         f1 = 0,1    applicable
                                                                   f3 = 0,35      f 4 = 0,3        f5 = 0,25

15    Traffic engineering                            Not           Not                             Not
                                         f1 = 0.8                                 f4 = 0,2
                                                     applicable    applicable                      applicable
16    Transport planning and                                                                       Not
                                         f1 = 0.4    f2 = 0,05     f3 = 0,35      f4 = 0,2
      operation                                                                                    applicable
17    Bridge maintenance                             Not           Not                             Not
                                         f1 = 0.7                                 f4 = 0,3
      inspections                                    applicable    applicable                      applicable
18    Programme and       project
      management services for the        f1 = 0,2    f2 = 0,0,5    f3 =0,25       f4 =0,25         f5 =0,25
      Zibambele Programme
19    Structural engineering                                       Not                             Not
                                         f1 = 0,20   f2 = 0,40                    f4 = 0,40
      (buildings)                                                  applicable                      applicable
20    Electrical engineering                                       Not                             Not
                                         f1 = 0,20   f2 = 0,60                    f4 =0, 20
      (buildings)                                                  applicable                      applicable
21    Mechanical engineering                                       Not                             Not
                                         f1 = 0,20   f2 = 0,60                    f4 = 0,20
      (HVAC) -                                                     applicable                      applicable
22    Mechanical engineering                                       Not                             Not
                                         f1 = 0,25   f2 = 0,60                    f4 = 0,15
      (lifts)                                                      applicable                      applicable
23    Mechanical engineering                                       Not                             Not
                                         f1 = 0,20   f2 = 0,60                    f4 = 0, 20
      (ammonia plants)                                             applicable                      applicable
24    Fire safety                                                  Not                             Not
                                         f1 = 0,30   f2 = 0,60                    f4 = 0,10
                                                                   applicable                      applicable
25    Fire protection (detection)                                  Not                             Not
                                         f1 = 0,25   f2 = 0,60                    f4 = 0,15
                                                                   applicable                      applicable
26    Fire protection (fire fighting                               Not                             Not
                                         f1 = 0,25   f2 = 0,60                    f4 = 0,15
      systems)                                                     applicable                      applicable




Tender                                                    26                                                     T2.1
Part T2: Returnable documents                                                            List of returnable documents
      Preferencing schedule for Professional Service Framework
                              Contracts
1          Definitions
1.1        The following definitions shall apply to this schedule:

BEP: built environment professional related enterprises which provides services related but not limited to consulting
engineering, architecture and quantity surveying

Black African equity ownership: The percentage of an enterprise or business owned by individuals or, in respect of a
company, the percentage of the company’s shares that are owned by black persons who are Africans, who are actively
involved in the management of an enterprise or business and exercise control over the enterprise, commensurate with
their degree of ownership at the closing date of the tender

black owned: an entity in which:
a)     black people hold more than 50% of the exercisable voting rights as determined under Code series 100; and
b)     black people hold more than 50% of the economic interest as determined under Code series 100.

black person: natural persons who are Africans, Coloureds and Indians who are citizens of the Republic of South
Africa by:
i)      birth or descent; or
ii)     naturalization occurring:
        a) before the commencement date of the Constitution of the Republic of South Africa Act of 1993; or
        b) after the commencement date of the Constitution of the Republic of South Africa Act of 1993, but who,
              without the Apartheid policy would have qualified for naturalization before then.

Code: the Broad-Based Black Economic Empowerment Codes of Good Practice issued in terms of the section 9(1) of
the Broad Based Black Economic Empowerment Act 53 of 2003, as published in Government Gazette No 29617 of 9
February 2007.

Construction Code: the Construction Sector Code issued in terms of Section 9(1) of the Broad Based Black Economic
Empowerment Act 53 of 2003, as published in Government Gazette No 32305 of 5 June 2009

entity: a natural or a juristic person conducting a business, trade or profession in the Republic of South Africa

exempted micro enterprise: an enterprise which has an annual total turnover of R1,5million or less

principal: means a natural person who is a partner in a partnership, a sole proprietor, a director of a company
established in terms of the Companies Act, 1973 (Act 61 of 1973) or a member of a close corporation registered in
terms of the Close Corporation Act, 1984, (Act No. 69 of 1984), who jointly and severally with his other partners, co-
directors or co-members, as the case may be, bears the risk of business and takes responsibility for the management
and liabilities of the partnership, company, or close corporation

qualifying small enterprise: an enterprise which has an annual total revenue of between R1,5 million and R 11,5
million

qualifying small enterprise score card: the scorecard contained in Code series 2800 of the Construction Code

start up enterprise: a recently formed or incorporated entity that has been in operation for less than 1 year, but
excluding any newly constituted enterprise which is merely a continuation of a pre-existing enterprise.

verification agency: a verification agency accredited by SANAS and recognized as an Accredited B-BBEE Verification
Agencies (see www.sanas.co.za/directory/bbee_default.php)

1.2       The definitions contained in the Code and the Construction Code shall have precedence in the interpretation
          of any ambiguity or inconsistency with the above definitions.




Tender                                                       27                                                     T2.1
Part T2: Returnable documents                                                               List of returnable documents
 2          Broad based black economic empowerment as measured in accordance
            with the Construction Code
 2.1         Conditions associated with the granting of preferences
 2.1.1      Tenderers who claim a preference shall provide sufficient evidence of their B-BBEE Status in accordance
            with the requirements of section 3, failing which their claims for preferences will be rejected.

 2.1.2       Verification agencies shall clearly indicate the financial year or the period on which the entity’s B-BBEE
             Status is based in any verification certificate that is issued. Certificates which fail to provide this
             information will be rejected.

 2.2         Establishing the B-BBEE status of an enterprises

 2.2.1       Exempted micro enterprises

 2.2.1.1     An exempted micro enterprise shall be deemed to have the B-BBEE Status of a Level 4 Contributor

 2.2.1.2     An exempted micro enterprise with more than 50% ownership by black people shall be deemed to have
             the B-BBEE Status of a Level 3 Contributor.

 2.2.1.3     An exempted micro enterprise wishing to improve their B-BBEE Status may be measured in terms of the
             Qualifying Small Enterprise Scorecard

 2.3.1.4      Sufficient evidence of qualification as an Exempted Micro-Enterprise is an auditor’s certificate or similar
             certificate issued by an accounting officer or verification agency in respect of the entity’s last financial
             year or a 12 month period which overlaps with its current financial year.

 2.3.1.5     Sufficient evidence of qualification as a Level 3 Contributor shall be a signed affidavit by all of the
             principals of the entity declaring that at least 50% of the ownership of the entity is by black people.

 2.3.1.6     Sufficient evidence of qualification for a higher B-BBEE status in terms of the qualifying small enterprise
             scorecard shall be as stated in 2.3.

 2.3         Qualifying small enterprises

 2.3.2.1    A qualifying small enterprise’s B-BBEE Status shall be measured in accordance with the Qualifying Small
            Enterprise Scorecard in accordance with the relevant provisions of the Construction Code.

 2.3.2.2      Sufficient evidence of B-BBEE Status is a certificate issued by a verification agency based on the
             performance of the entity during its last financial year or a 12 month period which overlaps with its current
             financial year.

 2.4        Start up Enterprises

 2.4.1       Start up enterprises shall be measured as follows for the first year following their formation or
             incorporation:

           Value of tender including VAT            Clause for assessing B-BBEE Status
           ≤ R 1 500 000                            3.1
           > R 1 500 000 but < R11 500 000          3.2 based on annualized data
           ≥ R 11 500 000                           3.4 based on annualized data

 2.4.2      Sufficient evidence of Start up Enterprises status shall be a certificate issued by an auditor or a verification
             agency confirming such status in accordance with the relevant provisions of the Code.




Tender                                                        28                                                      T2.1
Part T2: Returnable documents                                                                 List of returnable documents
2.5        Enterprises other than micro exempted, qualifying small enterprises or start up
           enterprises
2.5.1     Enterprises other than micro exempted, qualifying small enterprises or start up enterprises shall be measured
          in accordance with the relevant provisions of the relevant provisions of the Construction Code.


2.5.2    Sufficient evidence of B-BBEE Status is a certificate issued by a verification agency based on the performance
          of the entity during its last financial year or a 12 month period which overlaps with its current financial year.

3          Black African equity ownership
3.1        Black African equity ownership can only be claimed in respect of private companies and shall be based on
           the percentage of equity ownership of black persons who are African.

3.2        The following equity ownership is owned by the following black persons who are Africans

 Name                           ID Number                     Date obtained South            Percentage equity
                                                              African citizenship            ownership (%)




 Total



4        Location of office

4.1       An office, in order to qualify for preference points shall be under the continual direct and personal
          supervision and control of a person registered in a category(s) of registration for the service area
          applied for as set out in criteria 3 of clause F.2.1 of the Tender Data and who is permanently
          located in that office.

4.2       The office is manned by:

 Name                           ID Number                     Professional category of       Registration number
                                                              registration



4.3       The address of the office and contact numbers are:

 Physical Address                               Postal address                                  Fax


                                                                                                Telephone




Tender                                                      29                                                      T2.1
Part T2: Returnable documents                                                               List of returnable documents
5                   Tender preferences claimed

I / we claim the following preferences on behalf of my / our firm:


               Category of preference                                                                  Tender      evaluation                 Preference
                                                                                                       points provided for in                 claimed for
                                                                                                       the       Preferential                 Category of
                                                                                                       Procurement Policy                     Preference
                                                                                                       Framework Act (Act 5                   (Y=yes)
                                                                                                       of 2000)
         Broad Based Black Economic Empowerment

         •     Level one contributor                                                                                  5,0

         •     Level two contributor                                                                                  4,6

         •     Level three contributor                                                                                4,0

         •     Level four contributor                                                                                 3,7

         •     Level five contributor                                                                                 3,0

         •     Level six contributor                                                                                  2,2

         •     Level seven contributor                                                                                1,8

         •     Level eight contributor                                                                                0,4

         Black African Equity Ownership

         •     100% Black African Equity ownership                                                                    2,5

         •     Greater than or equal to 75% Black African Equity ownership                                            2,0

         •     Greater than or equal to 50% Black African Equity ownership                                            1,5

         •     Greater than or equal to 25% Black African Equity ownership                                            1,0

         Office within eThekwini Municipal Area                                                                        2
         Office within the province of KwaZulu Natal                                                                  0,5


The undersigned, who warrants that he / she is duly authorised to do so on behalf of the firm confirms that he / she
understands the conditions under which such preferences are granted and confirms that the tenderer satisfies the
conditions pertaining to the granting of tender preferences.


Signature : ...............................................................................................................................……….

Name : .......................................................................................................................................………

Duly authorised to sign on behalf of : ............................................................................................………

Telephone : ......................................................................

Fax : ................................................................................

Date : ...............................................................................




Tender                                                                                   30                                                                T2.1
Part T2: Returnable documents                                                                                                      List of returnable documents
                                          ETHEKWINI MUNICIPALITY
                                          FRAMEWORK CONTRACTS 1 TO 26

                                          Framework contracts for the provision of miscellaneous
                                          built environment professional services


C1.1 Form of Offer and Acceptance

Offer
The Employer, identified in the Acceptance signature block, has solicited offers to enter into Framework contracts
for the provision of miscellaneous built environment professional services for the following service areas:

(tick appropriate box(es) and initial in column next to box– see Scope of Work for full description of services)

         Initial   Service area
                   #    Description
                   1    Occupational health and safety (construction works)
                   2    Occupational health and safety (Risk assessments and AIA surveys)
                   3    Gravel road maintenance and construction
                   4    Roads and stormwater facilities management
                   5    Roads provision (small works):

                   6    Roads provision (medium works):

                   7    Roads provision (large works):

                   8    Stormwater modelling (PCSWMM)
                   9    Floodline determination
                   10   Design and installation of stormwater infrastructure
                   11   Geotechnical engineering (general)
                   12   Environmental impact assessments
                   13   Environmental monitoring
                   14   Civil engineering services for low cost townships
                   15   Traffic engineering
                   16   Transport planning and operation
                   17   Bridge maintenance inspections
                   18   Programme and project management services for the Zibambele Programme
                   19   Structural engineering (buildings)
                   20   Electrical engineering (buildings)
                   21   Mechanical engineering (HVAC)
                   22   Mechanical engineering (lifts)
                   23   Mechanical engineering (ammonia plants)
                   24   Fire safety
                   25   Fire protection (detection)
                   26   Fire protection (fire fighting systems)


Contract                                                          1                                                C1.1
Part C1: Agreement and Contract Data                                                       Form of Offer and Acceptance
The tenderer, identified in the Offer signature block, has examined the documents listed in the Tender Data and addenda
thereto as listed in the Returnable Schedules, and by submitting this Offer has accepted the Conditions of Tender.


By the representative of the tenderer, deemed to be duly authorised, signing this part of this Form of Offer and
Acceptance the tenderer offers to perform all of the obligations and liabilities of the Consultant under the contract
including compliance with all its terms and conditions according to their true intent and meaning for an amount to be
determined in accordance with the conditions of contract identified in the Contract Data.


This Offer may be accepted by the Employer by signing the Acceptance part of this Form of Offer and Acceptance and
returning one copy of this document including the Schedule of Deviations (if any) to the tenderer before the end of the
period of validity stated in the Tender Data, or other period as agreed, whereupon the tenderer becomes the party
named as the Consultant in the conditions of contract identified in the Contract Data.

Signature(s)

Name(s)

Capacity

For the
tenderer:

                 (Insert name and address of organisation)
Name &
signature of                                                       Date
witness

Note : Failure of a Tenderer to complete and sign this form will invalidate the tender




Contract                                                     2                                                 C1.1
Part C1: Agreement and Contract Data                                                   Form of Offer and Acceptance
Acceptance



By signing this part of this Form of Offer and Acceptance, the Employer identified below accepts the tenderer’s Offer. In
consideration thereof, the Employer shall pay the Contractor the amount due in accordance with the conditions of contract
identified in the Contract Data. Acceptance of the tenderer’s Offer shall form an agreement between the Employer and
the tenderer upon the terms and conditions contained in this agreement and in the contract that is the subject of this
agreement.


The terms of the contract, are contained in:

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

         Part C2            Pricing Data

         Part C3            Scope of Work in relation to the following services:

        Employer’s     Service area
        initials
                       #    Description
                       1    Occupational health and safety (construction works)
                       2    Occupational health and safety (Risk assessments and AIA surveys)
                       3    Gravel road maintenance and construction
                       4    Roads and stormwater facilities management
                       5     Roads provision (small works):

                       6     Roads provision (medium works):

                       7     Roads provision (large works):

                       8    Stormwater modelling (PCSWMM)
                       9    Floodline determination
                       10   Design and installation of stormwater infrastructure
                       11   Geotechnical engineering (general)
                       12   Environmental impact assessments
                       13   Environmental monitoring
                       14   Civil engineering services for low cost townships
                       15   Traffic engineering
                       16   Transport planning and operation
                       17   Bridge maintenance inspections
                       18   Programme and project management services for the Zibambele Programme
                       19   Structural engineering (buildings)
                       20   Electrical engineering (buildings)
                       21   Mechanical engineering (HVAC)
                       22   Mechanical engineering (lifts)
                       23   Mechanical engineering (ammonia plants)
                       24   Fire safety
                       25   Fire protection (detection)
                       26   Fire protection (fire fighting systems)


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

Contract                                                      3                                                 C1.1
Part C1: Agreement and Contract Data                                                    Form of Offer and Acceptance
Deviations from and amendments to the documents listed in the Tender Data and any addenda thereto listed in the
Returnable Schedules as well as any changes to the terms of the Offer agreed by the tenderer and the Employer during
this process of offer and acceptance, are contained in the Schedule of Deviations attached to and forming part of this
Form of Offer and Acceptance. No amendments to or deviations from said documents are valid unless contained in this
Schedule.


The tenderer shall within two weeks of receiving a completed copy of this agreement, including the Schedule of
Deviations (if any), contact the Employer’s agent (whose details are given in the Contract Data) to arrange the delivery of
any securities, bonds, guarantees, proof of insurance and any other documentation to be provided in terms of the
conditions of contract identified in the Contract Data. Failure to fulfil any of these obligations in accordance with those
terms shall constitute a repudiation of this agreement.


Notwithstanding anything contained herein, this agreement comes into effect on the date when the tenderer receives one
fully completed original copy of this document, including the Schedule of Deviations (if any). Unless the tenderer (now
Consultant) within five working days of the date of such receipt notifies the Employer in writing of any reason why he
cannot accept the contents of this agreement, this agreement shall constitute a binding contract between the Parties.
Signature(s)

Name(s)

Capacity

for the           ENGINEERING UNIT: MUNICIPAL CENTRE 166 KE MASINGA ROAD (formerly OLD
Employer          FORT RD) DURBAN 4001


Name &
signature of                                                         Date
witness




Contract                                                    4                                                    C1.1
Part C1: Agreement and Contract Data                                                     Form of Offer and Acceptance
Schedule of Deviations

 No.     Subject                         Details

 1




 2




 3




 4




 5




 6




 7




 By the duly authorised representatives signing this agreement, the Employer and the Tenderer agree to and accept
 the foregoing schedule of deviations as the only deviations from and amendments to the documents listed in the
 Tender Data and addenda thereto as listed in the returnable schedules, as well as any confirmation, clarification or
 changes to the terms of the offer agreed by the Tenderer and the Employer during this process of offer and
 acceptance.

 It is expressly agreed that no other matter whether in writing, oral communication or implied during the period between
 the issue of the tender documents and the receipt by the tenderer of a completed signed copy of this Form shall have
 any meaning or effect in the contract between the parties arising from this Agreement.




Contract                                                    5                                                   C1.1
Part C1: Agreement and Contract Data                                                    Form of Offer and Acceptance
                                         ETHEKWINI MUNICIPALITY
                                         FRAMEWORK CONTRACTS 1 TO 26

                                         Framework contracts for the provision of miscellaneous
                                         built environment professional services


Part C1.2 Contract Data

The Conditions of Contract are selected from the NEC3 Professional Services Contract (Third edition of June
2005     with    amendments        June     2006     –     see    www.neccontract.com/useful_downloads/
NEC_Amendments_June_2006.asp) published by the Institution of Civil Engineers, copies of which may be
obtained from Engineering Contract Strategies (telephone 011-803 3008)

Each item of data given below is cross-referenced to the clause in the NEC3 Professional Services Contract
which requires it.


Part one - Data provided by the Employer


1            General
The conditions of contract are the core clauses and the clauses for main Option:

G: Term contract

dispute resolution Option W1: Dispute resolution procedure

and secondary Options

X1: Price adjustment for inflation

X2 Changes in the law

X7: Delay damages

X9: Transfer of rights

X10 Employer’s Agent

Z:   Additional conditions of contract

of the NEC3 Professional Services Contract June 2005 (with amendments June 2006)

10.1         The Employer is (Name): A. PETERS PrENG.
             HEAD : ENGINEERING UNIT

             Address: MUNICIPAL CENTRE
             166 KE MASINGA ROAD (formerly OLD FORT RD) DURBAN 4001
             Tel No: 031 311 7003

             Fax No: 031 311 6952




Contract                                                     1                                        C1.2
Part C1: Agreements and Contract Data                                                 Contract Data: Part 1
11.2(9)    The services are for the provision of professional services specified in the Scope and identified in the
           Acceptance portion of the Form of Offer and Acceptance

11.2(11)   The Scope is in the document called Part 3: Scope of Work

12.2       The law of the contract is the law of the Republic of South Africa subject to the jurisdiction of the Courts of
           South Africa.

13.1       The language of this contract is English

13.3       The period for reply is 2 weeks

13.6       The period for retention is 5 years following Completion or earlier termination.

2          The Parties’ main responsibilities
25.2       The Employer provides access to persons, places and things as stated in the Task Order

3          Time
31.2       The starting date is two weeks after the Consultant receives one fully completed original copy of this
           contract, including the schedule of deviations (if any) as contained in the Form of Offer and Acceptance

11.2(3)    The completion date for the whole of the services is 36 months from the starting date, unless otherwise
           agreed by the parties

31.1       The Consultant is to submit a first programme for acceptance within the time stated in the Task Order.

32.2       The Consultant submits revised programmes at intervals no longer than the period stated in the Task Order.

4          Quality
40.2       The quality policy statement and quality plan are provided within the period stated in the Task Order.

41.1       The defects date is 26 weeks after Completion of a Task for the services associated with such a Task

5          Payment
50.1       The assessment interval is monthly

50.3       The expenses stated by the Employer are

           Item                                                  Amount

            • plan printing of documents issued to the           market related cost or in accordance with the latest
              Employer or to Others for construction or          Rates for Reimbursable expenses published on
              tendering purposes                                 www.publicworks.gov.za/consultants
            • photocopying of documents other than general
              correspondence, minor reports, and
              contractual reports which are issued to the
              Employer
            • covers and binding of documents issued to the
              Employer or to others for construction or
              tendering purposes
            • maps, models, presentation materials

            • parking charges and toll fees within the           cost
              eThekwini Municipal area;
            • casual labour and miscellaneous hand tools
              and materials

            • special equipment required to perform specific     open market or competitively tendered prices with all
              aspects of a Task Order which is not included      deductions for all discounts, rebates and taxes which
              in the staff rates                                 can be recovered
            • specialist studies undertaken by appropriately
              qualified and competent professionals
            • tests and, where applicable, the making good
              following such test undertaken by specialists or
              accredited laboratories


Contract                                                   2                                                        C1.2
Part C1: Agreements and Contract Data                                                               Contract Data: Part 1
           vehicle travel within the eThekwini Municipal area    in accordance with the latest Rates for Reimbursable
                                                                 expenses published on
                                                                 www.publicworks.gov.za/consultants


51.1       The period within which payments are made is 30 days

51.2       The currency of this contract is the South African Rand.

51.5       The interest rate is the Prime Lending Rate of the Standard bank of South Africa, at the time an interest
           payment is due.

6          Compensation events

           No data required for this section of the conditions of contract.

7          Rights to material

           No data required for this section of the conditions of contract.




Contract                                                   3                                                     C1.2
Part C1: Agreements and Contract Data                                                            Contract Data: Part 1
8          Indemnity, insurance and liability
8.1.1      The amounts of insurance and the periods for which the Consultant maintains insurance are

           Event               Cover                                                                            Period following
                                                                                                                Completion of the
                                                                                                                whole of the
                                                                                                                services or earlier
                                                                                                                termination

           failure by the      The following minimum cover in millions of Rand in respect of each               As long as the
           Consultant to       claim, without limit to the number of claims in relation to a service            Consultant remains
           use the skill and   area:                                                                            in business
           care normally
           used by              Service area                                                  Cover
           professionals                                                                      (Rands)
                                #      Description
           providing
           services similar     1      Occupational health and safety (construction           R2,0 million
           to the services             works)
                                2      Occupational health and safety (Risk assessments       R2,0 million
                                       and AIA surveys)
                                3      Gravel road maintenance and construction               R2,0 million
                                4      Roads and stormwater facilities management             R2,0 million
                                5      Roads provision (small works):                         R5,0 million
                                6      Roads provision (medium works):                        R5,0 million
                                7      Roads provision (large works):                         R5,0 million
                                8      Stormwater modelling (PCSWMM)                          R5,0 million
                                9      Floodline determination                                R5,0 million
                                10     Design and installation of stormwater infrastructure   R5,0 million
                                11     Geotechnical engineering (general)                     R5,0 million
                                12     Environmental impact assessments                       R2,0 million
                                13     Environmental monitoring                               R2,0 million
                                14     Civil engineering services for low cost townships      R5,0 million
                                15     Traffic engineering                                    R2,0 million
                                16     Transport planning and operation                       R2,0 million
                                17     Bridge maintenance inspections                         R5,0 million

                                18     Programme and project management services for          R2,0 million
                                       the Zibambele Programme
                                19     Structural engineering (buildings)                     R5,0 million
                                20     Electrical engineering (buildings)                     R3,0 million
                                21     Mechanical engineering (HVAC) -                        R3,0 million

                                22     Mechanical engineering (lifts)                         R3,0 million
                                23     Mechanical engineering (ammonia plants)                R3,0 million
                                24     Fire safety                                            R3,0 million
                                25     Fire protection (detection)                            R3,0 million
                                26     Fire protection (fire fighting systems)                R3,0 million




Contract                                                       4                                                             C1.2
Part C1: Agreements and Contract Data                                                                        Contract Data: Part 1
           death of or bodily R2,0 million in respect of each claim, without limit to the number of      0
           injury to a person claims
           (not an employee
           of the
           Consultant) or
           loss of or
           damage to
           property resulting
           from an action or
           failure to take
           action by the
           Consultant

           death of or bodily     That which is prescribed by the Compensation injuries and              0
           injury to              Diseases Act No. 130 of 1993 as amended and whatever the
           employees of the       Consultant deems desirable in addition
           Consultant
           arising out of and
           in the course of
           their employment
           in connection
           with this contract

81.1       The Employer provides the following insurances

           none

82.1       The Consultant’s total liability to the Employer for all matters arising under or in connection with this contract,
           other than the excluded matters, is limited to the amount of the insurance cover which this contract require

9          Termination

           No data required for this section of the conditions of contract.

10         Data for main Option clause

G          Term contract

21.4       The Consultant prepares forecasts of the total Time Charge and expenses at intervals no longer than
           5 weeks.

11         Data for Option W1

W1.1       The Adjudicator is the person selected by the Parties in terms of the relevant Z Clause from the Panel of
           NEC Adjudicators set up by the Joint Civils Division of the Institution of Civil Engineers and the South African
           Institution of Civil Engineering (see www.jointcivils.co.za).

W1.2(3)    The adjudicator nominating body is the Chairman of the Joint Civils Division of the Institution of Civil
           Engineering and the South African Institution of Civil Engineering (see www.jointcivils.co.za).

W1.4(2)    The tribunal is a South African court of law.

12         Data for secondary Option clauses

X1         Price adjustment for inflation

X1.1       The index is the index published in “Consumer Price Index: index numbers and year on year rates ” as
           published in the Statistical News Release, P0141 Table B of Statistics South Africa.

           The staff rates are:

            •   fixed at the Contract Date and are not variable with changes in salary are those that are based on a rate
                per hour.
            •   variable with changes in salary paid to individuals are those derived from the total annual cost of
                employment or the daily market related wage.

X2         Changes in the law

X2.1       The law of the project is the law of the Republic of South Africa

X7         Delay damages


Contract                                                    5                                                        C1.2
Part C1: Agreements and Contract Data                                                                Contract Data: Part 1
X7.1        Delay damages for late Completion of the whole of the services are as stated in the Task Order.

X10         The Employer’s Agent

X10.1       The Employer’s Agent is as stated in the Task Order

            The authority of the Employer’s Agent is fully empowered to act on behalf of the Employer for the services
            covered by the Task Order and will accept, or not accept, the Consultant’s assessment of the amount due in
            terms of the contract.

Z           Additional conditions of contract

            The additional conditions of contract are

        Z1 Tax invoices

            The Consultant’s invoice.

            Delete the first sentence of core clause 50.2 and replace by:

            Invoices submitted by the Consultant to the Employer include
                 • the details stated in the Scope to show how the amount due has been assessed, and
                 • the details required by the Employer for a valid tax invoice.

            Delete the first sentence of core clause 51.1 and replace by:

            Each payment is made by the Employer within three weeks of receiving the Consultant’s invoice showing the
            details which this contract requires or, if a different period is stated in the Contract Data, within the period
            stated.

        Z2 Communications

            Add to the end of the first sentence in core Clause 13.1:

            “excluding communication by a communications protocol allowing the interchange of short text messages
            between mobile telephone devices and a store-and-forward method of writing, sending, receiving and saving
            messages over the internet.”

        Z3 Selection and appointment of the Adjudicator

            A Party may at any time notify the other Party of the names of two persons he has chosen from the Panel of
            NEC Adjudicators set up by the Joint Civils Division of the Institution of Civil Engineers and the South African
            Institution of Civil Engineering (see www.jointcivils.co.za) whose availability to act as the Adjudicator the
            notifying Party has confirmed. The other Party selects one of the two persons chosen to be the Adjudicator
            within four days of receiving the notice, failing which the person chosen by the notifying Party will be the
            Adjudicator. The Parties appoint the selected Adjudicator under the NEC3 Adjudicator’s Contract, June
            2005.

            Notification of a compensation event

            Replace “eight weeks” in clause 61.3 with “four weeks”.




Contract                                                   6                                                       C1.2
Part C1: Agreements and Contract Data                                                              Contract Data: Part 1
                                        ETHEKWINI MUNICIPALITY
                                        FRAMEWORK CONTRACTS 1 TO 26

                                        Framework contracts for the provision of
                                        miscellaneous built environment professional services


Part C1.2 Contract Data

The Consultant is advised to read the NEC3 Professional Service (Third edition of June 2005 with
amendments            June         2006        –        see         www.neccontract.com/useful_downloads/
NEC_Amendments_June_2006.asp) and the associated Guidance notes and flow charts, published by the
Institution of Civil Engineers, in order to understand the implications of this Data which is required to be
completed. Copies of these documents may be obtained from the South African Institution of Civil
Engineering (telephone 011-805 5947) or Engineering Contract Strategies (telephone 011-803 3008).

Each item of data given below is cross-referenced to the clause in the NEC3 Professional Service Contract
to which it mainly applies.

Part two - Data provided by the Consultant


Clause      Statement

10.1        The Consultant is (Name):

            Address




            Tel No.

            Fax No.

            Email:

22.1        The Consultant’s key persons are:

            1   Name:


                Job: Principal Consultant

                Responsibilities: Provide the service or direct the services which are provided (see scope of work)

info        Qualifications and CV – see CV is appended to Evaluation Schedule entitled “Experience of Principal
            Consultant”

11.2(13)    The staff rates are as stated in the Pricing Data:

50.3        The expenses stated by the Consultant are none.

G           Term contract

11.2(25)    The task schedule is in the Task Order




Contract                                                    1                                                    C1.2
Part C1: Agreements and Contract Data                                                            Contract Data: Part 2
                                          ETHEKWINI MUNICIPALITY
                                          FRAMEWORK CONTRACTS 1 TO 26

                                          Framework contracts for the provision of
                                          miscellaneous built environment professional services


C2: Pricing Data

C2.1       Pricing assumptions
C2.1.1 Staff rates
1)     The Consultant shall be paid under Option G (Term Service) for services performed, unless competition is
       reopened in accordance with the Scope of Work, and the Consultant is instructed in terms of the Task Order to
       provide the services in terms of Option A or Option C. Where services are performed in terms of Options A and
       C, the staff rates in the Pricing schedule shall form the basis for the assessment of compensation events.

2)     If staff category II or III does not apply to the Consultant, and such category is required to be priced, the
       Consultant shall tender the same rate as that for category I in respect of these categories.

3)     The staff rates are the prices charged for staff and shall include for all the costs to the Consultant, including basic
       salary, any additional payments or benefits and social costs, overhead charges incurred as part of normal
       business operations including the cost of management, as well as payments to administrative, clerical and
       secretarial staff used to support professional and technical staff in general and not on a specific project only.

4)    The total annual cost of employment of a person is the total amount borne by the Consultant in respect of the
       employment of such a person per year, calculated at the amounts applicable to such a person at the time when
       the services are rendered, including basic salary, or a nominal market related salary, fringe benefits not
       reflected in the basic salary, including normal annual bonus; Consultant’s contribution to medical aid; group life
       insurance premiums borne by the Consultant; the Consultant’s contribution to a pension or provident fund; and
       all other benefits or allowances payable in terms of a letter of appointment, including any transportation
       allowance or company vehicle benefits, telephone and / or computer allowances, etc; and amounts payable in
       terms of prevailing legislation.

5)    The staff rates for salaried technical staff (category IV) shall not exceed the staff rate for the lowest hourly rate i.e.
      the lowest hourly rate for category I, II or III, as relevant.

6)     The staff rates include all protective clothing and all standard equipment including computers, and software used
       to perform the services.
7)     An appropriately registered person in the case of staff category III staff is one who is registered in a category of
       registration required in the eligibility criteria in F2.1 of the Tender Data relating to the directors and members, in
       the case of a company and close corporation respectively.

8)    The rates for categories of staff I to V in the Pricing Schedule include all accommodation, subsistence allowance
      and all travelling costs incurred by travelling to the eThekwini Municipal area from any of the Consultant’s offices
      or a staff member’s residence located outside of the eThekwini Municipal Area.
Note: A subsistence allowance is an amount intended to cover incidental costs incurred by reason of living away from
      home, such as the cost of meals, liquid refreshments, phone calls, internet access, laundry and job-related out of
      pocket expenses that are not paid for in terms of the contract.

C2.1.2 Expenses

1)     Vehicle travel may only be claimed in respect of travel by the Consultant’s staff from within the eThekwini
       Municipal area to either the jobsite or the Employer’s offices. All travel costs outside of the eThekwini
       Municipal area are included in the staff rates.

2)     Accommodation, car hire, air travel, train travel and subsistence allowances are not expenses and are
       included in the staff rates.



Contract                                                       1                                                            C2
Part C2: Pricing Data                                                                                              Pricing Data
    C2.1         Pricing schedule
    The staff rates are:
    Category                                                                              Basis of staff      Tendered parameter
                                                                                          rate,
                                                                                          excluding
                                                                                          VAT
    I              Principal consultant (key person named in the Contract Data)                               Rand
                                                                                          Rate per hour
                   who will provide the services or under whose direction the
                                                                                          in Rand
                   services are to be provided.
    II             Professionals who provide technical, legal or financial advice at      Rate per hour       Rand
                   a level of specialization where such advice is recognized by their     in Rand
                   peers as being that of an expert
    III            Professional staff, who are appropriately registered with a            Rate per hour       Rand
                   statutory council with adequate expertise and relevant                 in Rand
                   experience, who carry direct professional responsibility for one
                   or more specific activities related to the services.
    IV             Salaried technical staff with adequate expertise and relevant          Rate per hour       Cents
                   experience performing work with direction and control provided         in Rand based
                   by any person contemplated in categories I, II or III, as              on cents per
                   applicable.                                                            hour for every
                                                                                          R100        total
                                                                                          annual cost of
                                                                                          employment
    V              Site staff with adequate expertise and relevant experience who         Rate         per    Factor (multiplier)
                   are responsible for construction monitoring activities on a full       month based
                   time basis                                                             on factor times
                                                                                          total   annual
                                                                                          cost           of
                                                                                          employment
                                                                                          divided by 12

The staff rates in respect of each service area are as follows:

Service area                                              Category of staff and tendered parameter
                                         I                  II                 III                    IV                     V
#         Description             Rand per hour      Rand per hour      Rand per hour         Cents per hour         Factor
                                                                                              / R100 of total        (multiplier) (i.e.
                                                                                              cost         of        a number
                                                                                              employment             greater than
                                                                                                                     1,0)
1         Occupational health
                                                                                                                     ………………….
          and safety              R ……………            R …………..            Not applicable       ………….c
                                                                                                                     .
          (construction works)
2         Occupational health
          and safety (Risk
                                  R ……………            R …………..            Not applicable       ………….c                 Not applicable
          assessments and
          AIA surveys)
3         Gravel road
                                                                                                                     ………………….
          maintenance and         R ……………            Not applicable     R …………..              ………….c
                                                                                                                     .
          construction
4         Roads and
                                                                                                                     ………………….
          stormwater facilities   R ……………            R ……………            R …………..              ………….c
                                                                                                                     .
          management
5          Roads     provision                                                                                       ………………….
          (small works):          R ……………            Not applicable     R …………..              ………….c
                                                                                                                     .
6          Roads   provision                                                                                         ………………….
          (medium works):         R ……………            Not applicable     R …………..              ………….c
                                                                                                                     .



Contract                                                         2                                                               C2
Part C2: Pricing Data                                                                                                   Pricing Data
7     Roads     provision                                                                   ………………….
     (large works):              R ……………         Not applicable   R …………..         ………….c
                                                                                            .
8    Stormwater
     modelling                   R ……………         Not applicable   Not applicable   ………….c   Not applicable
     (PCSWMM)
9    Floodline
                                 R ……………         Not applicable   Not applicable   ………….c   Not applicable
     determination
10   Design and
     installation of                                                                        ………………….
                                 R ……………         Not applicable   R …………..         ………….c
     stormwater                                                                             .
     infrastructure
11   Geotechical
     engineering                 R ……………         Not applicable   Not applicable   ………….c   Not applicable
     (general)
12   Environmental
     impact                      R ……………         R ……………          Not applicable   ………….c   Not applicable
     assessments
13   Environmental
                                 R ……………         Not applicable   Not applicable   ………….c   Not applicable
     monitoring
14   Civil engineering
                                                                                            ………………….
     services for low cost       R ……………         Not applicable   R …………..         ………….c
                                                                                            .
     townships
15   Traffic engineering         R ……………         Not applicable   Not applicable   ………….c   Not applicable
16   Transport planning
                                 R ……………         R ……………          R ……………          ………….c   Not applicable
     and operation
17   Bridge maintenance
                                 R ……………         Not applicable   Not applicable   ………….c   Not applicable
     inspections
18   Programme         and
     project
     management                                                                             ………………….
                                 R ……………         R ……………          R …………..         ………….c
     services for          the                                                              .
     Zibambele
     Programme
19   Structural
     engineering                 R............   Not applicable   R............    ………….c   Not applicable
     (buildings)
20   Electrical
     engineering                 R............   Not applicable   R............    ………….c   Not applicable
     (buildings)
21   Mechanical
     engineering (HVAC)          R............   Not applicable   R............    ………….c   Not applicable
     -
22   Mechanical
                                 R............   Not applicable   R............    ………….c   Not applicable
     engineering (lifts)
23   Mechanical
     engineering                 R............   Not applicable   R............    ………….c   Not applicable
     (ammonia plants)
24   Fire safety                 R............   Not applicable   R............    ………….c   Not applicable
25   Fire protection
                                 R............   Not applicable   R............    ………….c   Not applicable
     (detection)
26   Fire protection (fire
                                 R............   Not applicable   R............    ………….c   Not applicable
     fighting systems)




Contract                                                     3                                         C2
Part C2: Pricing Data                                                                         Pricing Data
                                    ETHEKWINI MUNICIPALITY
                                    FRAMEWORK CONTRACTS 1 TO 26

                                    Framework contracts for the provision of miscellaneous
                                    built environment professional services


C3: Scope of work

1 Employer’s objectives
The Employer’s objective in entering into framework contracts to provide a range of professional services
over a three year term anywhere in the eThekwini Municipal area, on an as and when instructed basis, is to
have available a pool of qualified Consultants who are contracted to serve the Employer’s needs and
requirements for commonly encountered professional services whenever such services are required.

2 Task Orders
2.1 The Employer has entered into a number of framework agreements with Consultants, following a
competitive selection process, for professional services for a term of 3 years.

2.2 A unit or department within eThekwini requiring services falling within the scope of a framework contract,
may following the preparation of a Task Order in accordance with the Employer’s procurement procedures:

a)    issue the Task Order in accordance with the terms of the framework contract to the Consultant who is
      most suited to provide the service in the best interest of the Employer; or

b)    reopen competition amongst all Consultants having a framework contract for a particular practice area
      by inviting all such Consultants to submit quotations in terms of standardised documentation approved
      by the bid specification committee and in accordance with the framework contract.

2.3 Where competition is re-opened, Consultants will be remunerated in terms of Option A (Priced Contract
with Activity Schedule) or Option C (Target Contract)

2.4 Quotations shall be invited in accordance with the latest edition of the CIDB Standard Conditions of
Tender and the Task Order shall be issued to the Consultant submitting the quotation which scores the
highest number of points.

2.5 Consultants can only be issued with Task Orders to Provide the Services within the term of the
framework contract. Task Orders may, however, have a completion date which extends beyond the term of
the framework contract.

2.6 The Task Orders shall indicate who the Employer’s Agent is. The Employer’s Agent is fully empowered
to act on behalf of the Employer for the services covered by the Task Order. The Employer’s Agent will
accept, or not accept, the Consultant’s assessment of the amount due in terms of the contract.

2.7 The Task Orders will provide details of the precise nature of the services required and any task specific
requirements.

3 Consultant performance reporting
3.1 The Employer’s Agent responsible for a particular Task Order is required, within 10 working days of the
submission of the final Consultant’s invoice for services associated with the Task Order, to evaluate the
Consultant’s performance in completing a Task by completing the evaluation form in Annexure A.

3.2 The Employer’s Agent in reviewing the Consultant’s performance shall consider whether satisfactory

Contract                                              1                                                   C3
Part C3: Scope of work                                                                          Scope of work
progress was affected by matters outside or within the Consultant’s control. The assessment shall be made,
after taking into account matters beyond the Consultant’s control.

3.3 The Consultant shall be given a copy of each performance report and be given 10 working days to
respond to its content, if necessary. The Employer’s Agent shall address any issues raised by the Consultant
and respond in writing within 10 working days of receipt of such response.

3.3 The Consultant may thereafter appeal the scoring of the Employer’s Agent to the head of a unit or
department who shall delegate an independent official to review the score and correspondence and, if
necessary communicate with the Consultant and Employer’s Agent, individually or separately. The score
allocated by such an official shall be final and no further representations shall be entertained.

3.4 The Employer may change the evaluation form, in which case the Consultant will be furnished with a
copy of the revised form before or at the time that a Task Order is issued.

4 Description of the services


Service area # 1: Occupational health and safety services (construction works)

The services relate to the implementation of occupational health and safety regulations in construction
works including:

1)    the provision of advice relating to the Employer’s compliance with the Occupational Health and Safety
      Act, 1993, and the Construction Regulations issued in terms of this Act in relation to construction
      works contracts;

2)    the development of health and safety specifications for the client in order to satisfy the requirements of
      the Construction Regulations;

3)     the development / assessment of health and safety plans for principal contractors; and

4)     the performance of any or all of the following in relation to a construction works contract in order to
      facilitate contractor compliance with the Act and its Regulations:

      • facilitate the completion of the detailed health and safety file and ensure that it is available for
        scrutiny by auditors and the Department of Labour;
      • completion of health and safety legal appointments;
      • inspection of job sites and notification of deficiencies in writing;
      • undertaking risk assessments, health and safety inspections and surveys and maintaining a record
        of such activities in writing;
      • writing of safe work procedures following risk assessments and inspections;
      • conducting induction and safety training;
      • preparing fall protection plans and scaffolding standards;
      • setting up fire prevention and emergency planning procedures and systems;
      • reporting of all incidents, accidents, injuries, illnesses, environmental hazards, imminent danger,
        and near misses immediately;
      • incident investigation and recording to determine root cause; and
      • health and safety performance monitoring.


Service area # 2: Occupational health and safety services (Risk assessments and AIA surveys)

The services relate to occupational health and safety risk assessments and AIA surveys including:

1)   the provision of health and safety risk assessments in the workplace including the:

      • scrutinizing work processes in terms of different tasks and operations within the municipality;
      • assessing raw materials and supplies;

Contract                                               2                                                     C3
Part C3: Scope of work                                                                             Scope of work
      •   hazard identification in terms of work processes;
      •   risk identification;
      •   risk assessment;
      •   developing a risk profile;
      •   PPE needs assessment;
      •   safe work procedure development; and
      •   dealing with risks; and.

2)   the provision of Approved Inspection Authority surveys including those relating to:

      • noise surveys as per approved inspection authority requirements in terms of Occupational Health
        and Safety Act of 1993, and the Compensation for Occupational Injuries and Diseases Act, 1994;
      • ventilation surveys;
      • dust surveys and employee exposure;
      • chemical exposure monitoring;
      • ergonomic assessments; and
      • major hazard installation risk assessment.


Service area # 3: Gravel road maintenance and construction

The services relate to road maintenance and construction projects involving regravelling, betterment and
route alignment including as necessary:

1)    services relating to the development of a strategic brief setting out the package information and a
      concept report setting out the integrated concept for a package including

      •   on-site inspections and preliminary investigations;
      •   collation of available data (including drawings, plans, and existing service details);
      •   compilation of basic planning reports;
      •   evaluation of environmental impacts and application for Environmental Impact Assessments; and
      •   preparation of conceptual designs and cost estimates.

2)    services relating to the development of the design development report and production information
      including:

      • the design for earthworks and wearing course layers on route realignments;
      • geometric designs;
      • the design of associated drainage improvements;

3)    the preparation of procurement documentation in accordance with statutory requirements;

4)    the evaluation of expressions of interest and / or tender submissions and the preparation of
      evaluation reports;

5)    the preparation of contract documents;

6)    the administration of construction works contracts in accordance with the provisions of such contracts
      including;

      •   the co-ordination of contractors, service organizations and related municipal departments;
      •   chairing of site meetings (progress and service liaison) and maintaining minutes of meetings; and
      •   the monitoring of project costs so that they remain within budget or contractual limits and
          preparation of reports where additional funds / authorisations are required.

7)   construction monitoring services including

      • the acting as the Engineer’s representative / Supervisor’s delegate on site in terms of the stipulated
        form of contract;
      • construction monitoring and quality control ensuring compliance with the provisions of the

Contract                                               3                                                  C3
Part C3: Scope of work                                                                          Scope of work
        construction works contract; and
      • the enforcing of compliance with occupational health and safety requirements.


Service area # 4: Roads and stormwater facilities management

The service relates to the outsourcing of the management of various priority public precincts within the
Municipality. The facilities to be managed include:

1)    the maintenance and repair of roads – patching of potholes within 48 hours, general rehabilitation
      patching over isolated sections of road;

2)    refreshing road line marking and replacing damaged road signage;

3)    maintenance of stormwater inlets and stormwater lines through the cleaning of blocked stormwater
      inlets, cleaning of stormwater pipes, high pressure jetting of stormwater lines etc;

4)    regular road and pavement sweeping and the removal of litter, illegal posters and graffiti; and the
      maintenance and upkeep of green spaces including verge maintenance, weed clearing and grass
      cutting and removal

The services includes the development of performance specifications for each priority zone and the
assessment and definition of the necessary infrastructural requirements.


Service area # 5: Roads provision (small works)

The services relates to the provision of sidewalks and footpaths, road widenings, the provision of bus / taxi
laybyes and minor road intersection improvements including as necessary:

1)    services relating to the development of a strategic brief setting out the package information and a
      concept report setting out the integrated concept for a package;

2)    services relating to the development of the design development report and production information;

3)    the preparation of procurement documentation in accordance with statutory requirements;

4)    the evaluation of expressions of interest and / or tender submissions and the preparation of
      evaluation reports;

5)    the preparation of contract documents;

6)    the administration of construction works contracts in accordance with the provisions of such contracts
      including;

      •   the co-ordination of contractors, service organizations and related municipal departments;
      •   chairing of site meetings (progress and service liaison) and maintaining minutes of meetings; and
      •   the monitoring of project costs so that they remain within budget or contractual limits and
          preparation of reports where additional funds / authorisations are required; and

7)    construction monitoring services including

      • the acting as the Engineer’s representative / Supervisor’s delegate on site in terms of the stipulated
        form of contract;
      • construction monitoring and quality control ensuring compliance with the provisions of the
        construction works contract; and
      • the enforcing of compliance with occupational health and safety requirements.




Contract                                               4                                                   C3
Part C3: Scope of work                                                                           Scope of work
Service area # 6: Roads provision (medium works)

The services relate to major road intersection improvements, urban road upgrades, new urban roadways
and rural road upgrades / EPWP projects including as necessary:

1)    services relating to the development of a strategic brief setting out the package information and a
      concept report setting out the integrated concept for a package;

2)    services relating to the development of the design development report and production information;

3)    the preparation of procurement documentation in accordance with statutory requirements;

4)    the evaluation of expressions of interest and / or tender submissions and the preparation of
      evaluation reports;

5)    the preparation of contract documents;

6)    the administration of construction works contracts in accordance with the provisions of such contracts
      including;

      •   the co-ordination of contractors, service organizations and related municipal departments;
      •   chairing of site meetings (progress and service liaison) and maintaining minutes of meetings; and
      •   the monitoring of project costs so that they remain within budget or contractual limits and
          preparation of reports where additional funds / authorisations are required; and

7)   construction monitoring services including

      • the acting as the Engineer’s representative / Supervisor’s delegate on site in terms of the stipulated
        form of contract;
      • construction monitoring and quality control ensuring compliance with the provisions of the
        construction works contract; and
      • the enforcing of compliance with occupational health and safety requirements.


Service area # 7: Roads provision (large works)

The services relate to major road upgrades and new major roadways including as necessary:

1) services relating to the development of a strategic brief setting out the package information and a
concept report setting out the integrated concept for a package;

2)   services relating to the development of the design development report and production information;

3)    the preparation of procurement documentation in accordance with statutory requirements;

4)    the evaluation of expressions of interest and / or tender submissions and the preparation of
evaluation reports;

5)    the preparation of contract documents;

6)    the administration of construction works contracts in accordance with the provisions of such contracts
including;

      •   the co-ordination of contractors, service organizations and related municipal departments;
      •   chairing of site meetings (progress and service liaison) and maintaining minutes of meetings; and
      •   the monitoring of project costs so that they remain within budget or contractual limits and
          preparation of reports where additional funds / authorisations are required; and

7)   construction monitoring services including

      • the acting as the Engineer’s representative / Supervisor’s delegate on site in terms of the stipulated
Contract                                              5                                                   C3
Part C3: Scope of work                                                                          Scope of work
        form of contract;
      • construction monitoring and quality control ensuring compliance with the provisions of the
        construction works contract; and
      • the enforcing of compliance with occupational health and safety requirements.


Service area # 8: Stormwater modelling (PCSWMM)

This service relates to stormwater modelling including :

1)    the estimation, determination and mapping of the existing and proposed stormwater infrastructure in
      primarily urban stormwater catchments and subcatchments to determine and estimate the rates and
      volumes of stormwater runoff and the likely risks or causes of flooding by developing deterministic
      urban water systems models using PCSWMM software for advanced watershed, stormwater and
      wastewater modeling;

2)    the determination of actual stormwater events and developing stormwater hyetographs for rainfall in
      the eThekwini municipal area; and

3)    the proposing and modelling solutions to flooding events in the form of attenuation areas,
      environmental impacts and interventions to the existing drainage networks to remove or resolve
      flooding problems. Calibration of models and rainfall events and catchment runoff.


Service area # 9: Floodline determination

This service relates to the determination of floodlines including:

1)    the determination of catchment runoffs for existing and future land-use development scenarios;

2)    the determination of the hydraulic characteristics of the associated rivers and streams to produce
      representative floodlines within a HEC-RAS computer model simulation of various storms from 1:2 to
      1:200 year or longer recurrence intervals;

3)    the collation and estimation of all the hydraulic and hydrologic information of the catchments and
      associated rivers and streams and structures;

4)    the modelling of the floodlines for the requisite intervals and providing the information and working
      HEC-RAS models and all associated profiling data, photographic records and information; and

5)    the presentation of all data and information in the correct format for incorporation and amalgamation
      with the municipal GIS system.


Service area #10: Design and installation of stormwater infrastructure

The services relate to the provisions of urban and rural stormwater drainage systems and associated
infrastructure including pipes, lined canals, concreted culverts and all stormwater associated structures or
attenuation features including as necessary:

1)    services relating to the development of a strategic brief setting out the package information and a
      concept report setting out the integrated concept for a package;

2)    services relating to the development of the design development report and production;

3)    the preparation of procurement documentation in accordance with statutory requirements;

4)    the evaluation of expressions of interest and / or tender submissions and the preparation of
      evaluation reports;

5)    the preparation of contract documents;


Contract                                                6                                                  C3
Part C3: Scope of work                                                                           Scope of work
6)    the administration of construction works contracts in accordance with the provisions of such contracts
      including;

      •      the co-ordination of contractors, service organizations and related municipal departments;
      •      chairing of site meetings (progress and service liaison) and maintaining minutes of meetings; and
      •      the monitoring of project costs so that they remain within budget or contractual limits and
             preparation of reports where additional funds / authorisations are required.

7)    construction monitoring services including

      • the acting as the Engineer’s representative / Supervisor’s delegate on site in terms of the stipulated
        form of contract;
      • construction monitoring and quality control ensuring compliance with the provisions of the
        construction works contract; and
      • the enforcing of compliance with occupational health and safety requirements.


Service area # 11: Geotechnical engineering (general)

The geotechnical services include:

1) specialist advice on:

      • the behaviour of earth materials;
      • the determination of the physical / mechanical and chemical properties of subsurface conditions
        and materials that are relevant to a project;
      • the risks posed by site conditions to humans, property and the environment, and
      • the design of earthworks and foundations for structures;

2)    the monitoring of site conditions, earthwork and foundation construction;

3)    geotechnical design including:

      i)        bearing capacity and settlement analysis;
      ii)       soil and rock slope stability assessments;
      iii)      design of piles and pile groups;
      iv)       excavations; and
      v)        dewatering
.
4)    geotechnical site investigations; and

5)    the procuring of the services of service providers to undertake the necessary drilling, testing,
      sampling, excavation and backfilling, and reinstatement of the site.

The geotechnical site investigations shall comprise the evaluation of the geotechnical character of a site any
where within the eThekwini Municipal area in the context of existing or proposed works or land usage, which
may include one or more of the following:

      a)        evaluation of the geology and hydrogeology of the site;

      b)        examination of existing geotechnical information pertaining to the site;

      c)        systematic description of the soil and rock profiles;

      d)        determining the depth of any fill that might be present;

      e)        in-situ assessment of geotechnical properties of materials;

      f)        recovery of samples of soil or rock for examination, identification, recording, testing or display;

      g)        testing of soil or rock samples to quantify properties relevant to the purpose of the investigation;
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Part C3: Scope of work                                                                                Scope of work
       h)     evaluation of geotechnical properties of tested soils; and

       i)     reporting the results.


Service area #12: Environmental impact assessments

The services include all the work that is necessary to enable eThekwini Municipality to satisfy legislative
requirements relating to the protection, management and sustainable utilization of the natural environment,
including, but not limited to:

1)     environmental impact assessments (basic assessment reports and full environmental impact
       assessments) which includes amongst others the undertaking or ensuring the undertaking of specialist
       studies and relevant stakeholder engagement processes and liaison with relevant authorities, in
       accordance with the requirement of the National Environmental Management Act (and amendments)
       and the National and Provincial Environmental Impact Assessment (EIA) regulations,

       •      the development of environmental management plans in accordance with the requirements of
              the National and Provincial EIA regulations,
       •      the management of statutory processes surrounding the environmental authorisations, and
       •      the assessment of risk and the development of risk mitigation plans.

2)     assist with obtaining other relevant environmental permits relating to a project and as required by law.

Tasks associated with the service may include any or all of the following tasks:

Task 1: Description of the proposed project: Provide a brief description and location of the proposed project,
using maps (at appropriate scale), plans and photographs where necessary. Provide background information
including a description of the need for and objectives of the proposed project. Summarise the scope of the
basic assessment/EIA and timing in relation to project preparation, design, and approval.

Task 2: Description of the environment: Assemble, evaluate and present baseline data on the relevant
environmental characteristics of the study area. Include information on any changes anticipated before the
project commences.

The description of the existing environment should identify as appropriate:

•    the conditions of the physio-chemical, biological and human environment prior to the implementation of
     the project;
•    the spatial boundaries within which the environment has been considered; and
•    environmental sensitive areas of special or unique scientific, socio-economic or cultural value that may
     be affected by the proposed project.

Project location and existing land use should include:

•    the description of the project including the exact location of the proposed project with clear co-ordinates
     (maps when necessary);
•    existing land use constraints; and
•    the description of the proposed project site in relation to any environmentally sensitive receptors and
     areas.

Task 3: Legislative and regulatory considerations: Identify the regulations and guidelines governing the EIA
and/or specify the content of the legislation. Describe the pertinent regulations, standards and policies
governing environmental quality, health and safety, protection of sensitive areas, protection of endangered
species, land use control, etc.

Task 4: Determination of the potential impacts of the proposed project: Distinguish between significant
positive and negative impacts, direct and indirect impacts, and short, medium and long-term impacts. Identify
impacts that are unavoidable or irreversible. Wherever possible, describe impacts quantitatively, in terms of
environmental costs and benefits.

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Task 5: Analysis of alternatives to the proposed project: Describe alternatives that were examined in the
course of developing the proposed project and identify other alternatives which would achieve the same
objective.

Task 6: Development of environmental management plan to mitigate negative impacts: Recommend feasible
and cost-effective measures to prevent or reduce significant negative impacts to acceptable levels and
describe the actions necessary to implement them. The environmental management plan should also consist
of a detailed plan to monitor the implementation of mitigation measures and the impacts of the project during
pre-construction, construction and operation.

Task 9: Public/NGO participation and inter-governmental co-ordination: Describe the strategy and
arrangements for obtaining the views of interested and affected parties including public and private sectors,
government departments and local NGOs etc. as well as record keeping of meetings and other activities,
communications and comments.

Task 10: Compilation of background information documents, basic assessment, scoping and EIA reports.


Service area # 13:    Environmental monitoring

The services relate to the independent monitoring of environmental requirements during construction in
accordance with legislative requirements.


Service area #14: Civil engineering services for low cost townships

The services relate to the provision of the civil engineering services for low income housing such as
roadworks (local access roads, cul-de-sacs and access loops and taxi / bus collector routes, sidewalks and
footpaths, road widenings; provision of bus / taxi laybyes and minor road intersection improvements),
stormwater drainage, sewer reticulation, water reticulation and bulk earthworks for house platforms
including:

1)    services relating to the development of a strategic brief setting out the package information and a
      concept report setting out the integrated concept for a package;

2)    services relating to the development of the design development report and production;

3)    the preparation of procurement documentation in accordance with statutory requirements;

4)    the evaluation of expressions of interest and / or tender submissions and the preparation of
      evaluation reports;

5)   the preparation of contract documents;

6)    the administration of construction works contracts in accordance with the provisions of such contracts
      including;

      •   the co-ordination of contractors, service organizations and related municipal departments;
      •   chairing of site meetings (progress and service liaison) and maintaining minutes of meetings; and
      •   the monitoring of project costs so that they remain within budget or contractual limits and
          preparation of reports where additional funds / authorisations are required.

7)   construction monitoring services including

      • the acting as the Engineer’s representative / Supervisor’s delegate on site in terms of the stipulated
        form of contract;
      • construction monitoring and quality control ensuring compliance with the provisions of the
        construction works contract; and
      • the enforcing of compliance with occupational health and safety requirements.


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Part C3: Scope of work                                                                          Scope of work
8)    the management of allied specialist consultants (e.g. environmental, geotechnical, traffic, structural
      etc) where these specialists are required.


Service area # 15:    Traffic engineering

The services relate to the planning, monitoring, geometric design and traffic operations of roads, streets,
motorways, their networks and their relationships with other modes of transportation for the safe, efficient
and convenient movement of people and goods including conceptual and detailed design of traffic layouts,
traffic calming and road safety improvements and traffic impact assessments.


Service area # 16: Transport planning and operation

The services relate to transportation planning and operation activities such as, but not limited to:

1)     general transportation planning (public transport, roads, freight, travel demand management);

2)     public transport operations (route design and analysis and monitoring)

3)     transport economics and financial analysis specifically related to transport;

4)     business plan development with a transport emphasis;

5)    GIS development and modelling in relation to transportation systems;

6)     traffic modelling and forecasting;

7)     ITS and area traffic control systems;

8)     traffic data collection and analysis; and

9)     road safety plan development, accident reports and studies.


Service area # 17: Bridge maintenance inspections

The services relate to bridge inspections which are required for the routine updating of the Bridge
Management System and are carried out in accordance with the system requirements for uniformity of
inspections.


Service area # 18: Programme and project management services for the Zibambele Programme

The Ethekwini Municipality introduced the Zibambele Programme to create work opportunities for its most
destitute citizens by providing them with maintenance contracts on their roads. The Zibambele Programme
has become an integral part of the Roads and Stormwater Maintenance Department’s operations. There
are currently 6300 Zibambele contractors appointed. Their task is to carry out low intensity maintenance on
an allocated section of road or stream.

Zibambele contractors are deployed in approximately 50 of the Municipality’s 100 wards. Overseers,
coordinators, team leaders and programme management personnel are required to manage this process
efficiently through both efficient administration and site supervision. Overseers are selected from within the
local community, while coordinators and team leaders are recruited based on a minimum qualification of a
National Diploma (S3) and (S4) respectively. The Zibambele Programme’s main outputs are the efficient
and timeous payment of the Zibambele Programme beneficiaries and the monitoring and reporting on their
performance and attendance. Each overseer monitors approximately 50 Zibambele Contractors. A
coordinator supports approximately 440 Contractors and 9 overseers. Team Leaders are responsible for
approximately 1 600 contractors and 4 Coordinators.

The various programme and project management activities that the Consultant will be responsible for in the
Zibambele Program include :

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1)    the accurate and efficient management of the programme including the timeous and accurate
      reporting on the Programme to the Employer;

2)    administrative responsibilities such as the management of the beneficiary data sets, spatial data sets
      and regular reporting by those involved within the programme;

3)    the retention of secure electronic records of all beneficiary details such as personal particulars,
      relevant images, performance, spatial and payment data, which are accessible at all times by the
      Employer through a web based browse;

4)    the maintaining of accurate and auditable records of payments to beneficiaries and the making of
      payment to beneficiaries in a manner acceptable to the Employer;

5)    the performance monitoring of the Programme according to specific key performance indicators
      prescribed by the Employer;

6)    the submission of routine reports on a regular basis and reflective reports on specific issues on an ad
      hoc basis; and

7)    the assumption of duties as the employer’s agent in terms of Regulation 4 of the Construction
      Regulations issued in terms of Occupational Health and Safety Act of 1993.


Service area #19 Structural engineering (buildings)

The services include:

a)    planning, designing, reviewing and certification of the construction of buildings and structures or any
      component thereof to ensure structural safety and structural serviceability performance during their
      working life in accordance with legislative requirements and in the environment in which they are
      located when subject to their intended use in terms of one or more of the following:
      i) external and internal environmental agents;
      ii) maintenance schedule and specified component design life; or
      iii) changes in form or properties; and

b)    performing duties in terms of a contract with a contractor who constructs, repairs or maintains the
      structural systems of buildings or structures; and

c)    providing advice and specifying procedures relating to the maintenance and repair of structural
      systems and components thereof.


Service area #20 Electrical engineering (buildings)

The services include:

a)    the planning, designing, reviewing and certification of the electrical installation or in or surrounding a
      building or structure in accordance with legislative requirements.

b)    performing duties in terms of a contract with a contractor who installs or maintains electrical
      installations or components thereof in buildings or structures; and

c)    providing advice and specifying procedures relating to the maintenance and repair of electrical
      installations or components thereof in buildings.


Service area #21 Mechanical engineering (HVAC)

The services include:

a)    the planning, designing, reviewing and certification of the heating, ventilation and cooling (HVAC)

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      installation in a building in accordance with legislative requirements.

b)    performing duties in terms of a contract with a contractor who installs or maintains HVAC installations
      or components thereof in buildings; and

c)    providing advice and specifying procedures relating to the maintenance and repair of HVAC
      installations or components thereof in buildings.


Service area #22 Mechanical engineering (lifts)

The services include:

a)    the planning, designing, reviewing and certification of vertical and inclined transport in a building or
      structure in accordance with legislative requirements.

b)    performing duties in terms of a contract with a contractor who installs or maintains vertical and inclined
      transport or components thereof in buildings; and

c)    providing advice and specifying procedures relating to the maintenance and repair of vertical and
      inclined transport or components thereof in buildings.


Service area #23 Mechanical engineering (ammonia plants)

The services include:

a)    the planning, designing, reviewing and certification of ammonia plants in accordance with legislative
      requirements.

b)    performing duties in terms of a contract with a contractor who installs or maintains ammonia plants or
      components thereof; and

c)    providing advice and specifying procedures relating to the maintenance and repair of ammonia plants
      or components thereof.


Service area #24 Fire safety

This service includes

a)    advice in satisfying the fire protection provisions of Part T of the National Building Regulations in
      applying the deemed to satisfy rules; and

b)    the development and overseeing the implementation of a rational design which satisfies the fire safety
      requirements of the National Building Regulations based on an engineering approach to fire safety
      which involves a qualitative design review, quantitative design review, and assessment against criteria
      in accordance with recognised fire engineering standards.


Service area #25 Fire protection (detection)

The services include:

a)    the planning, designing, reviewing and certification of fire detection and alarm systems in a building or
      structure in accordance with legislative requirements.

b)    performing duties in terms of a contract with a contractor who installs or maintains fire detection and
      alarm systems or components thereof in buildings or structures; and

c)    providing advice and specifying procedures relating to the maintenance and repair of or component

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      fire detection and alarm systems thereof in buildings.


Service area #26 Fire protection (fire fighting systems)

The services include:

a)    the planning, designing, reviewing and certification of automatic sprinkler systems and fixed automatic
      fire-fighting systems in a building in accordance with legislative requirements;

b)   performing duties in terms of a contract with a contractor who installs or maintains automatic sprinkler
      systems and fixed automatic fire-fighting systems or components thereof in buildings or structures;
      and

c)   providing advice and specifying procedures relating to the maintenance and repair of automatic
      sprinkler systems and fixed automatic fire-fighting systems or components thereof in buildings.


5 Requirements

The Consultant shall in the provision of the services observe all relevant statutes, by-laws and associated
regulations, standards of professional conduct and industry norms established in relevant South African
national standards published in terms of the Standards Act of 2008 or standards recommended by
professional associations.


6 Facilities and equipment to provided by the Employer
No facilities or equipment are provided by the Employer.


7 Invoices
The invoices that are submitted shall be VAT invoices. Such invoices shall be accompanied by a daily
activity sheet covering the time charges together with a brief explanation as to what the time covered and a
full breakdown of expenses to which receipts relate.




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    Annexure A:               Consultant performance report

Task order particulars

Unit / Department :                              Task order no:                        Contract no:                              Date:

Consultant particulars:

Name:                                            Name of persons overseeing task       Tel:                                      email:
                                                 order services:

Employer’s Agent particulars:

Name:                                                                                  Tel:                                      email:


Performance area                                                             Evaluation to arrive at a rating (tick or check appropriate box and fill in value in brackets in
                                                                                                                     rating column)
Description                                Weighting   Rating     Score     Unsatisfactory (-1 )    Acceptable (0)            Good (1)                 Superior (2)
                                           (1)         (2)        (1)x(2)
Time management based on task              0,1                                  less than 60% of         at least 60% of         most programmed           all programmed
order programme                                                                 programme               programme                milestones / Key          milestones / Key
Note: The requirements for, acceptance                                          milestones / Key        milestones / Key         Dates met                 Dates met
of and revisions to programmes are fully                                        Dates are met           Dates are met
described in clause 31 and 32 of the
NEC3 Professional Service Contract         0,1                                   programme               few deliverables        most deliverables         timely submission
A Key Date is the date by which work is                                         repeatedly not          submitted later          submitted not             of all deliverables
to meet a condition. Key Dates are                                              adhered to              than 4 weeks after       more than one
included in the Task Order issued to a                                                                  programmed dates         week after
Consultant.
                                                                                                                                 programmed
                                                                                                                                 dates.
Standard of service                        0,1                                  significant              some defects            very minor                no defects
Note: A defect is defined in the NEC3                                           defects                  encountered             defects                   encountered or
Professional Service Contract as a part                                         encountered                                      encountered               rework
of the services which is not in
accordance with the Scope or the
applicable law.




    Contract                                                      1                                                     C3
    Part C3: Scope of work                                                                                    Scope of work
Performance area                                                         Evaluation to arrive at a rating (tick or check appropriate box and fill in value in brackets in
                                                                                                                 rating column)
Description                             Weighting   Rating   Score     Unsatisfactory (-1 )     Acceptable (0)            Good (1)                    Superior (2)
                                        (1)         (2)      (1)x(2)
Deployment of staff                     0,3                                 staff had gaps in        balanced staff           competent and              competent and
                                                                            competence and           complement with         experienced staff           experienced staff
                                                                            experience               suitable                that improved               that added
                                                                                                     experience              outputs of Task             significant value
                                                                                                                                                         to the outputs of
                                                                                                                                                         the Task
Project budget control                  0,2                                 unrealistic              realistic control       realistic control           accurate control
Note: The project budget includes, as                                       control budget            budget put in          budget put in               budget put in
necessary, the cost of providing the                                        put in place              place                  place and                   place and
service, specialist services and the                                                                                         regularly updated           regularly updated
construction works

Co-operative relationships              0,1                                 struggled to             communicated             communicated               communicated
                                                                            communicate              issues                  issues promptly             issues promptly
                                                                                                     coherently and          and succinctly              and succinctly,
                                                                                                     within                                              focusing on the
                                                                                                     reasonable time                                     critical issues
                                                                                                     frames
                                        0,1                                  struggled to            resolved issues         resolved issues             proactive in
                                                                            resolve issues            with some              with little difficulty      resolving issues
                                                                                                      difficulty                                         through open and
                                                                                                                                                         effective
                                                                                                                                                         communication
Total score                             -           -

    Performance descriptor (based on total score)        (Check or tick appropriate box)

         poor               < -0,5
         adequate           > -0,5 to 0,5
         good               > 0,5 to 1,5
         excellent          > 1,5
                                                                                             ..............................

                                                                                                    Signature of Employer’s Agent



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    Part C3: Scope of work                                                                                 Scope of work

				
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