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Mechanical Engineering Formula Guide document sample
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WORKBOOK FOR THE CALCULATION OF CONSULTING ENGINEER'S FEES IN
TERMS OF THE GUIDELINE FOR SERVICES AND FEES PUBLISHED BY ECSA AS
AMENDED BY NDPW
(5PN Mechanical Engineering Fees Calculator For Engineering and Building Projects 2010
Fee Scales.xls)
NOTES PERTAINING TO THE COMPLETION OF THE WORKBOOK.
GROUND RULES
One has to refer to the Letter of Invitation and the relevant published Guidelines for
1 Engineering fees as amended , and use a copy of the relevant Guidelines which has been
marked up to show the revised Fee scale to ensure that the correct fee scale is used.
Engineers deal with work contained in two main types of projects: Engineering and Building.
Ensure that you select the correct fee calculator for the type of contract you are dealing with.
2 Select only the "Engineering project" as the type of project if no principal agent and/or
quantity surveyor is appointed on the project. Quantity surveyors are responsible for all bills
of quantities for all disciplines on building projects.
The value of the works relating to a particular part of the project will have to include the
3 relevant portions of the Preliminaries and CPA extracted from the project value and then
allocated to each category value
In practice, the calculator calculates a Basic fee for a consultant based on the value of the
4
works relating to that particular discipline
The Basic fee for a consultant is proportioned between the different categories of work and
5
then the relevant fee factors applied to those types of the work.
The first portion of the fee calculator contains the amounts relating to a given discipline
6
which have been extracted from a project and which is not subject to any factors.
If the project or contract consists entirely of the work comprising one discipline, then you use
the entire cost of the contract, allocating portions of the value to the relevant categories,
7 otherwise, one must extract from the project values, the value of the works relating to a
particular discipline, and then allocate portions of that value to the various categories which
will attract different fee factors.
In some cases more than one of the fee factor multipliers may have to be applied to the
8
same portion of the works, and these factors have to be dealt with separately in the fee
Principal Agent: A separate fee will be calculated for such an appointment, because
9 the fee is based on the value of the works (1% of the total value of the works). This
procedure is NOT a fee factor multiplier to be applied to the basic fee.
Only in case of engineering projects an amount not exceeding 6% of the basic fee and
calculated on a time basis is allowed for the responsibilities of the "agent of the
10
client" in accordance with the OHSA. Only if the motivation of the consulting engineer
for a larger fee is approved, may he be paid more.
Only in case of engineering projects an amount of 7% of the basic fee is allowed for the
11
execution of targeted procurement.
Electronic engineering work is not a separate discipline but one combined with Electrical
12
engineering work.
13 The dates must be typed in as follows: dmmmyy i.e. "25aug05"
When typing amounts only type the value. No "R" in front and no spaces between the
14
numbers.
PROCEDURE TO FOLLOW IN POPULATING THE WORKBOOK:
1 Start by opening the worksheet "Input Data"
Some comments or notes with arrows pointing to certain cells are displayed to guide
2
the user, but they will not be printed.
3 Only coloured cells require input from the Consulting Engineer/Project manager
Access to any cells within the workbook, which do not require to be populated, have been
4
protected - do not try to access/open any uncoloured cells on any of the worksheets.
5f5efc3d-d1f6-4e77-a9df-a28b4a4f8f72.xls (Rev 1 of 310805) Notes PRINT DATE: 3/10/2011
Populate all yellow coloured cells. Arrows, tab- or enter keys or mouse can be used to
5
move around the worksheet (i.e. to cells to which access are possible).
Certain cells will reflect Error-message in red bold type or #Div/0-messages. These will start
to disappear once the required cells have been populated with correct information. If such
6
cells have been populated with incorrect information, the Error-messages will remain. The
#Div/0 will equally disappear as the worksheets are populated - except in unused fields.
7 Open the other worksheets one by one and populate them with the correct information.
After all information has been entered into the workbook, set the print areas in each of the
worksheets (File: Set Print Area). Print Areas to cover all the data which is required to be
8 printed for the purposes of the fee invoice submission in each of the worksheets. Empty
rows may be hided for the purpose of saving paper (otherwise a host of empty rows and
columns will be unnecessarily printed).
Finally open the relevant "invoice" worksheet, go to the "File" command on toolbar, choose
9 "Print" - this will print the final invoice. Do the same with the other data sheets which are
then required to be appended to the invoice to be presented to the Project manager.
This workbook makes provision for 36 payments. From experience this should be enough.
10 If not, the matter must be reported to the Firm, who can take same up with the
designer/compiler of the workbook.
The sheets and formula fields in the calculators are protected so that one should just be able
11
to enter the data and assume that the results are correct
Project managers are advised to re-enter the data (at least for the Schedules) into their
12 personal copies of the spreadsheets to check the fee accounts, because the calculators
used by other person might have been changed inadvertently!
13 NOTE:
For any information, clarification or assistance please phone Ms Magda van Es at 012 452
0446 or 082 887 1705 - E-mail: magda@virtualconsulting.co.za
5f5efc3d-d1f6-4e77-a9df-a28b4a4f8f72.xls (Rev 1 of 310805) Notes PRINT DATE: 3/10/2011
INPUT DATA: COMPLETE ALL YELLOW CELLS PLEASE !!!
MECHANICAL ENGINEERING SERVICES:
ENGINEERING PROJECT: 2010 FEES
Version 1.1 2010-11
DPW FILE NUMBER: DPW PROJECT MANAGER
WCS NUMBER TEL NO
WCS CONTRACT NO CELL
DPW DRAWING NUMBER FAX
TYPE OF PROJECT: ENGINEERING PROJECT E E-MAIL ADDRESS
SERVICE: DESCRIPTION
CONSULTING ENGINEER
POSTAL ADDRESS: CODE
CONSULTANT OFFICE ADDRESS CODE
TELEPHONE CELL PHONE NO FACSIMILE NO:
E-MAIL ADDRESS
VAT REGISTRATION NO: 0
NATIONAL DEPARTMENT OF
COMPANY REGISTRATION NUMBER <--ERROR CLIENT
DATE APPOINTED :
PUBLIC WORKS
FEES CODE (YEAR) 2010 1 POSTAL ADDRESS
POST OFFICE
Fee in accordance with the National Department of Public Works Scope of
POSTAL CODE
Engineering Services and Tariff of Fees for Persons Registered in terms of the VAT REGISTRATION NO: DPW NOT REGISTERED FOR VAT
Engineering Profession Act, 2000 (Act No. 46 of 2000) dated 1 February 2010.
OFFICE ADDRESS
TARIFF OF FEES TO APPLY : USE TIME BASED FEES STREET & NO
PERCENTAGE OF FEE TENDERED 100.00% TOWN/CITY
DATE OF INVOICE PO STREET CODE
PAYMENT CERTIFICATE NO: TEL NO
CONSULTANT REF. NUMBER : FAX NO 1
INVOICE NO: FAX-TO-EMAIL NO 2
STAGE COMPLETED INCEPTION 1
CONSTRUCTION STAGE ONLY N
BILL OF QUANTITY BY CONSULTING ENGINEER - NO QUANTITY SURVEYOR APPOINTED N FACTOR 0.75
PRINCIPAL AGENT (Only on Engineering project) (Y/N) N
AGENT OF THE CLIENT (OHSA) (Only on Engineering project) (Y/N) N R 470,000
TARGETED/PREFERENTIAL PROCUREMENT (Y/N) N
INCEPTION, PRELIMINARY DESIGN: CONCEPT AND (A) ESTIMATED OR (B) ESTIMATED VALUE (D) FINAL VALUE FOR
VIABILITY & DETAIL DESIGN & DOCUMENTATION AND TENDER VALUES FOR DESIGN FEES MEASURED VALUES CALCULATION
PROCUREMENT. ALL VALUES MUST INCLUDE RELEVANT (STAGES 1 -3) DURING INCL. CPA & P&G PURPOSES
PROPORTION OF P&G AND CPA DURING CONSTRUCTION CONSTRUCTION (STAGE 5 ONLY)
STAGE. (STAGE 4)
ESTIMATES OR TENDER VALUES ESTIMATES 1
VALUE OF NEW WORK NOT AFFECTED BY ANY FACTORS. R0
VALUE OF ALL ALTERATIONS TO EXISTING FACILITIES NOT
R0
AFFECTED BY ANY FACTOR OTHER THAN 1.25.
VALUE OF DUPLICATES NOT AFFECTED BY ANY FACTOR OTHER
R0
THAN 0.25.
VALUE OF DUPLICATED EXISTING FACILITIES AFFECTED BY BOTH
R0
1.25 AND 0.25 FACTORS.
TOTAL VALUE OF ALL MECHANICAL WORK BY THE CONSULTING
R 0.00 R0 R0 R0
ENGINEER
TOTAL COST OF THE WORKS COMPRISING THE PROJECT,
R0
INCLUDING P&G AND CPA
(C) VALUE OF VALUE FOR
CONTRACT ADMINISTRATION AND INSPECTION & CLOSE-OUT. ALL VALUES MUST INCLUDE
COMPLETED WORK CALCULATION
RELEVANT PROPORTION OF P&G AND CPA.
(STAGE 4 & 5) PURPOSES
TOTAL VALUE OF NEW WORK NOT AFFECTED BY ANY FACTORS R 0.00
TOTAL VALUE OF ALL ALTERATIONS TO EXISTING FACILITIES COMPLETED NOT AFFECTED BY ANY FACTOR
R 0.00
OTHER THAN 1.25.
TOTAL VALUE OF ALL MECHANICAL WORK COMPLETED INCLUDING PROPORTION OF P&G AND CPA R 0.00 R 0.00
TOTAL VALUE OF PROJECT COMPLETED BY ALL CONSULTANTS DURING CONSTRUCTION & COMPLETION
R 0.00
STAGES INCLUDING P&G's AND CPA
INPUT DATA: COMPLETE ALL YELLOW CELLS PLEASE !!!
MECHANICAL ENGINEERING SERVICES:
ENGINEERING PROJECT: 2010 FEES
Version 1.1 2010-11
DPW FILE NUMBER: A6089/002/9 DPW PROJECT MANAGER Paul Mashinga
WCS NUMBER 079867 TEL NO 012 337 2345
WCS CONTRACT NO 0002 CELL 082 699 3459
DPW DRAWING NUMBER ME 56789/001/6 FAX 086 610 0300
TYPE OF PROJECT: ENGINEERING PROJECT E E-MAIL ADDRESS Paul.mashinga@dpw.gov.za
SERVICE: DESCRIPTION SERVICE DESCRIPT -1
CONSULTING ENGINEER John Engineer CC
POSTAL ADDRESS: P O Box 11111, Boksburg CODE 1034
CONSULTANT OFFICE ADDRESS Brightstar building 214, 1023 Peach Street, Boksburg CODE 1002
TELEPHONE 011 769 3456 CELL PHONE NO 082 344 6756 FACSIMILE NO: 011 769 3011
E-MAIL ADDRESS je@telkom.net
VAT REGISTRATION NO: 23456778695 23456778695
NATIONAL DEPARTMENT OF
COMPANY REGISTRATION NUMBER 400-45678-10 CLIENT
DATE APPOINTED : 03-Jun-2010
PUBLIC WORKS
FEES CODE (YEAR) 2010 1 POSTAL ADDRESS Private Bag X65
POST OFFICE PRETORIA
Fee in accordance with the National Department of Public Works Scope of 0001
POSTAL CODE
Engineering Services and Tariff of Fees for Persons Registered in terms of the VAT REGISTRATION NO: DPW NOT REGISTERED FOR VAT
Engineering Profession Act, 2000 (Act No. 46 of 2000) dated 1 February 2010.
OFFICE ADDRESS Public Works House
TARIFF OF FEES TO APPLY : PERCENTAGE BASED FEES STREET & NO Pretorius Street 445
PERCENTAGE OF FEE TENDERED 100.00% TOWN/CITY PRETORIA
DATE OF INVOICE 30 Dec 2010 PO STREET CODE 0002
PAYMENT CERTIFICATE NO: 0001 TEL NO 012 337 2000
CONSULTANT REF. NUMBER : ServiceDPW567/102 FAX NO 1 012 337 3276
INVOICE NO: DPW/001 FAX-TO-EMAIL NO 2 086 666 0000
STAGE COMPLETED CLOSE-OUT 5
CONSTRUCTION STAGE ONLY N
BILL OF QUANTITY BY CONSULTING ENGINEER - NO QUANTITY SURVEYOR APPOINTED Y FACTOR 1
PRINCIPAL AGENT (Only on Engineering project) (Y/N) Y
AGENT OF THE CLIENT (OHSA) (Only on Engineering project) (Y/N) Y R 470,000
TARGETED/PREFERENTIAL PROCUREMENT (Y/N) Y
INCEPTION, PRELIMINARY DESIGN: CONCEPT AND (A) ESTIMATED OR (B) ESTIMATED VALUE (D) FINAL VALUE FOR
VIABILITY & DETAIL DESIGN & DOCUMENTATION AND TENDER VALUES FOR DESIGN FEES MEASURED VALUES CALCULATION
PROCUREMENT. ALL VALUES MUST INCLUDE RELEVANT (STAGES 1 -3) DURING INCL. CPA & P&G PURPOSES
PROPORTION OF P&G AND CPA DURING CONSTRUCTION CONSTRUCTION (STAGE 5 ONLY)
STAGE. (STAGE 4)
ESTIMATES OR TENDER VALUES TENDER VALUES 2
VALUE OF NEW WORK NOT AFFECTED BY ANY FACTORS. R 800,000.00 R 800,000.00 R 800,000.00 R 800,000
VALUE OF ALL ALTERATIONS TO EXISTING FACILITIES NOT
R 600,000.00 R 600,000.00 R 700,000.00 R 700,000
AFFECTED BY ANY FACTOR OTHER THAN 1.25.
VALUE OF DUPLICATES NOT AFFECTED BY ANY FACTOR OTHER
R 200,000.00 R 200,000.00 R 600,000.00 R 600,000
THAN 0.25.
VALUE OF DUPLICATED EXISTING FACILITIES AFFECTED BY BOTH
R 150,000.00 R 150,000.00 R 500,000.00 R 500,000
1.25 AND 0.25 FACTORS.
TOTAL VALUE OF ALL MECHANICAL WORK BY THE CONSULTING
R 1,750,000.00 R 1,750,000 R 2,600,000 R 2,600,000
ENGINEER
TOTAL COST OF THE WORKS COMPRISING THE PROJECT,
R 5,000,000.00 R 5,000,000.00 R 5,000,000.00 R 5,000,000
INCLUDING P&G AND CPA
(C) VALUE OF VALUE FOR
CONTRACT ADMINISTRATION AND INSPECTION & CLOSE-OUT. ALL VALUES MUST INCLUDE
COMPLETED WORK CALCULATION
RELEVANT PROPORTION OF P&G AND CPA.
(STAGE 4 & 5) PURPOSES
TOTAL VALUE OF NEW WORK NOT AFFECTED BY ANY FACTORS R 1,900,000.00 R 1,900,000.00
TOTAL VALUE OF ALL ALTERATIONS TO EXISTING FACILITIES COMPLETED NOT AFFECTED BY ANY FACTOR
R 700,000.00 R 700,000.00
OTHER THAN 1.25.
TOTAL VALUE OF ALL MECHANICAL WORK COMPLETED INCLUDING PROPORTION OF P&G AND CPA R 2,600,000.00 R 2,600,000.00
TOTAL VALUE OF PROJECT COMPLETED BY ALL CONSULTANTS DURING CONSTRUCTION & COMPLETION
R 5,000,000.00 R 5,000,000.00
STAGES INCLUDING P&G's AND CPA
TAX INVOICE
TO MECHANICAL ENGINEERING SERVICES ENGINEERING PROJECT: 2010 FEES Version 1.1 2010-11
PAYMENT CERTIFICATE NO: 0000 DATE OF INVOICE 00 January 1900
WCS NUMBER 000000 WCS CONTRACT NO 0000 DRAWING NO: 0
SERVICE: 0
CLIENT NATIONAL DEPARTMENT OF PUBLIC WORKS FILE NUMBER: 0 VAT REGISTRATION NO: NOT REGISTERED
ADDRESS 0 POST OFF0 CODE 0
OFFICE ADDRESS 0 TOWN 0 CODE 0
BUILDING NAME 0 TEL 0 FAX 1 0 FAX 2 0
PROJECT MAN: 0 Tel 0 Cell 0 E-MAIL 0
FROM:
CONSULTING ENG. 0 INVOICE NO 0
POSTAL ADDRESS: 0 CODE 0
OFFICE ADDRESS 0 CODE 0
VAT REGISTRATION NO: 0
COMPANY REGISTRATION NUMBER 0 TEL 0
DATE APPOINTED : 00 January 1900 CELL 0
CONSULTANT REFERENCE NO: 0 FAX 0
TARIFF OF FEES TO APPLY : USE TIME BASED FEES E-MAIL 0
STAGE COMPLETED: INCEPTION ESTIMATED TOTAL VALUE OF ENGINEERING WORK R 0.00
ESTIMATED TOTAL VALUE OF PROJECT R 0.00
BASIC FEE { R 0.00 + 12.50% }x R 0.00 = R 0.00
BASIC FEE = R 0.00
FEES (a) INCEPTION, DESIGN & TENDER STAGES.
5% x { R 0.00 x R 0.00 }= R 0.00
FEE FOR NEW WORK NOT AFFECTED BY ANY FACTORS
R 0.00
ALTERATIONS TO EXISTING FACILITIES NOT AFFECTED BY 0.00 x 5% x { R 0.00 x R 0.00 }= R 0.00
ANY FACTOR OTHER THAN 1.25. R 0.00
DUPLICATES NOT AFFECTED BY ANY FACTOR OTHER THAN 0.00 5% x { R 0.00 x R 0.00 }= R 0.00
.25. R 0.00
DUPLICATED EXISTING FACILITIES AFFECTED BY BOTH 0.00 x 0.00 x 5% x { R 0.00 x R 0.00 }= R 0.00
1.25 & .25 FACTORS. R 0.00
R 0.00
PRINCIPAL AGENT 0% x 5% x R 0.00 = R 0.00
TARGETED/PREFERENTIAL PROCUREMENT { 0% x 5% x R 0.00 }= R 0.00
TOTAL FEES FOR INCEPTION, DESIGN & TENDER STAGE (a) R 0.00
FEES (b) CONSTRUCTION AND CLOSE-OUT
FEE FOR NEW WORK NOT AFFECTED BY ANY 0% x { R 0.00 x R 0.00 }= R 0.00
FACTORS R 0.00
ALTERATIONS TO EXISTING FACILITIES NOT 0.00 x 0% x { R 0.00 x R 0.00 }= R 0.00
AFFECTED BY ANY FACTOR OTHER THAN 1.25. R 0.00
R 0.00
PRINCIPAL AGENT 0% x 0% x R 0.00 = R 0.00
TARGETED/PREFERENTIAL PROCUREMENT 0% x 0% x R 0.00 }= R 0.00
TOTAL FOR CONSTRUCTION AND CLOSE-OUT STAGE (b) R 0.00
TOTAL PROFESSIONAL FEES DUE (a) + (b) R 0.00
% OF STANDARD FEES TENDERED FOR PROFESSIONAL SERVICES 100.00% DUE R 0.00
FEES (c )TIME BASED FEES
REPORT STAGE (Only if specifically appointed for this stage) Report: Time Based fees Total CLAIM = R 16,000.00
MAXIMUM FOR "AGENT OF THE CLIENT" 1 x 0% x 0% x R0 = R 0.00 CLAIM = R 0.00
TRAVELLING TIME (Not applicable in case of a tender for professional services) Travelling time CLAIM R 13,800.00
CONSTRUCTION MONITORING & OTHER Other: Time Based fees Total CLAIM = R 19,200.00
TOTAL FEES (c) TIME BASED R 49,000.00
FEES (d) EXPENSES AND COSTS (DISBURSEMENTS)
TRAVELLING & SUBSISTENCE CHARGES (Not applicable in case of a tender for professional services) R 9,254.00
TYPING, DUPLICATING, COVERS & BINDERS & PRINTS R 1,540.00
SITE STAFF AND OTHER CHARGES R 10,526.32
TOTAL DISBURSEMENTS R 21,320.32
TOTAL FEES (EXCL VAT) R 70,320.32
LESS TOTAL PREVIOUS PAYMENTS (EXCL VAT) R 263,157.89
OVERPAID BY (Excl Tax) -R 192,837.57
PLUS VAT @ 14% OF (R 192,837.57) -R 26,997.26
ADD: NON TAXABLE AMOUNT CLAIMED R 500.00
AMOUNT TO BE RECOVERED (Incl VAT) -R 219,334.83
CONSULTING ENGINEER:
SIGNATURE: DATE:
for OFFICE use only:
ACCOUNTANT:
CERTIFIED CORRECT: DIRECTOR:
DATE: DATE:
for OFFICE use only:
Budget Payment categories
Time Typing,
Calculated fees, Other Site Staff & Other
Payments Based Travelling, transport, etc duplicati VAT Non-Taxable Total R c
fees & Add Services charges
Fees ng, etc
Previous 202,391.93 45,000.00 9,560.00 1,520.00 4,385.96 36,842.11 300.00 300,000.00
Current -202,391.93 4,000.00 -306.00 20.00 6,140.35 -26,997.26 200.00 -219,334.84
Gross 0.00 49,000.00 9,254.00 1,540.00 10,526.32 9,844.84 500.00 80,665.16
Budget -
5f5efc3d-d1f6-4e77-a9df-a28b4a4f8f72.xls 3/10/2011
TAX INVOICE
TO MECHANICAL ENGINEERING SERVICES ENGINEERING PROJECT: 2010 FEES Version 1.1 2010-11
PAYMENT CERTIFICATE NO: 0000 DATE OF INVOICE 00 January 1900
WCS NUMBER 000000 WCS CONTRACT NO 0000 DRAWING NO: 0
SERVICE: 0
PAGE 2 NATIONAL DEPARTMENT OF PUBLIC WORKS NOT REGISTERED
CALCULATIONS
FEES (a) INCEPTION, DESIGN & TENDER STAGES.
5% x { R 0.00 x R 0.00 }= R 0.00
NEW WORK NOT AFFECTED BY ANY FACTORS.
R 0.00
ALTERATIONS TO EXISTING FACILITIES NOT AFFECTED BY 0.00 x 5% x { R 0.00 x R 0.00 }= R 0.00
ANY FACTOR OTHER THAN 1.25. R 0.00
DUPLICATES NOT AFFECTED BY ANY FACTOR OTHER THAN 0.00 5% x { R 0.00 x R 0.00 }= R 0.00
.25. R 0.00
DUPLICATED EXISTING FACILITIES AFFECTED BY BOTH 0.00 x 0.00 x 5% x { R 0.00 x R 0.00 }= R 0.00
1.25 & .25 FACTORS. R 0.00
R 0.00
PRINCIPAL AGENT 0% x 5% x R 0.00 = R 0.00
TARGETED/PREFERENTIAL PROCUREMENT { 0% x 5% x R 0.00 }= R 0.00
TOTAL FEES FOR INCEPTION, DESIGN & TENDER STAGE (a) R 0.00
FEES (b) CONSTRUCTION AND CLOSE-OUT
BASIC FEE FOR WORK NOT AFFECTED BY ANY 0% x { R 0.00 x R 0.00 }= R 0.00
FACTORS R 0.00
ALTERATIONS TO EXISTING FACILITIES NOT 0.00 x 0% x { R 0.00 x R 0.00 }= R 0.00
AFFECTED BY ANY FACTOR OTHER THAN 1.25. R 0.00
R 0.00
PRINCIPAL AGENT 0% x 0% x R 0.00 = R 0.00
TARGETED/PREFERENTIAL PROCUREMENT 0% x 0% x R 0.00 }= R 0.00
TOTAL FOR CONSTRUCTION AND CLOSE-OUT STAGE (b) R 0.00
TOTAL PROFESSIONAL FEES DUE (a) + (b) R 0.00
% OF STANDARD FEES TENDERED FOR PROFESSIONAL SERVICES 0.00% DUE R 0.00
5f5efc3d-d1f6-4e77-a9df-a28b4a4f8f72.xls 3/10/2011
TAX INVOICE
TO USE
MECHANICAL ENGINEERING SERVICES OTHER INVOICE Version 1.1 2010-11
PAYMENT CERTIFICATE NO: 0000 DATE OF INVOICE 00 January 1900
WCS NUMBER 000000 WCS CONTRACT NO 0000 DRAWING NO: 0
SERVICE: 0
CLIENT NATIONAL DEPARTMENT OF PUBLIC WORKS FILE NUMBER: 0 VAT REGISTRATION NO: NOT REGISTERED
ADRESS 0 POST OFFICE 0 CODE 0
OFFICE ADDRESS 0 TOWN 0 CODE 0
BUILDING NAME 0 TEL 0 FAX 1 0 FAX 2 00 January 1900
PROJECT MAN: 0 Tel 0 Cell 0 E-MAIL 0
FROM:
CONSULTING ENG. 0 INVOICE NO 0
POSTAL ADDRESS: 0 CODE 0
OFFICE ADDRESS 0 CODE 0
VAT REGISTRATION NO: 0
COMPANY REGISTRATION NUMBER 0 TEL 0
DATE APPOINTED : 00 January 1900 CELL 0
CONSULTANT REF. NO: 0 FAX 0
TARIFF OF FEES TO APPLY : USE TIME BASED FEES E-MAIL 0
STAGE COMPLETED: INCEPTION ESTIMATED TOTAL VALUE OF ENGINEERING WORK R0
ESTIMATED TOTAL VALUE OF PROJECT R0
BASIC FEE { R 0.00 + 0.00% }x R 0.00 = R 0.00
NO BILL OF QUANTITIES 75.00% x R 0.00 = R 0.00
FEES (a) INCEPTION, DESIGN & TENDER STAGES.
FEE FOR WORK NOT AFFECTED BY ANY FACTORS. R 0.00
ALTERATIONS TO EXISTING FACILITIES NOT AFFECTED BY ANY FACTOR OTHER THAN 1.25. R 0.00
DUPLICATES NOT AFFECTED BY ANY FACTOR OTHER THAN .25. R 0.00
DUPLICATED EXISTING FACILITIES AFFECTED BY BOTH 1.25 & .25 FACTORS.
0.00 R 0.00
TOTAL FEES FOR INCEPTION, DESIGN & TENDER STAGE (a) R 0.00
FEES (b) CONSTRUCTION AND CLOSE-OUT
BASIC FEE FOR WORK NOT AFFECTED BY ANY FACTORS R 0.00
ALTERATIONS TO EXISTING FACILITIES NOT AFFECTED BY ANY FACTOR OTHER THAN 1.25. R 0.00
TOTAL FOR CONSTRUCTION AND CLOSE-OUT STAGE (b) R 0.00
TOTAL PROFESSIONAL FEES DUE (a) + (b) R 0.00
TENDERED PERCENTAGE OF STANDARD FEES 100.00% DUE R 0.00
FEES (c )TIME BASED FEES
REPORT STAGE (Only if specifically appointed for this stage) Report: Time Based fees Total CLAIM = R 0.00
TRAVELLING TIME (Not applicable in case of a tender for professional services) Travelling Time Total CLAIM R 0.00
CONSTRUCTION MONITORING & OTHER Time Based fees: Other Total CLAIM = R 0.00
TOTAL FEES (c) TIME BASED R 0.00
FEES (d) EXPENSES AND COSTS (DISBURSEMENTS)
TRAVELLING & SUBSISTENCE CHARGES (Not applicable in case of a tender for professional services) R 0.00
TYPING, DUPLICATING, COVERS & BINDERS & PRINTS R 0.00
SITE STAFF AND OTHER CHARGES R 0.00
TOTAL DISBURSEMENTS (d) R 0.00
TOTAL FEES (EXCL VAT) R 0.00
LESS TOTAL PREVIOUS PAYMENTS (EXCL VAT) R 0.00
R 0.00
PLUS VAT @ 14% OF R 0.00 R 0.00
ADD: NON TAXABLE AMOUNT CLAIMED R 0.00
R 0.00
CONSULTING ENGINEER:
SIGNATURE: DATE:
for OFFICE use only:
ACCOUNTANT:
CERTIFIED CORRECT: DIRECTOR:
DATE: DATE:
for OFFICE use only:
Budget Payment categories
Calculated fees, Time Typing,
Site Staff & Other
Payments Other fees & Add Based Travelling, transport, etc duplicati VAT Non-Taxable Total R c
charges
Services Fees ng, etc
Previous 202,391.93 45,000.00 9,560.00 1,520.00 4,385.96 36,842.11 300.00 300,000.00
Current -202,391.93 -45,000.00 -9,560.00 ####### -4,385.96 0.00 -300.00 -263,157.89
Gross 0.00 0.00 0.00 0.00 0.00 36,842.11 0.00 36,842.11
Budget -
TAX INVOICE
TO USE
MECHANICAL ENGINEERING SERVICES OTHER INVOICE Version 1.1 2010-11
PAYMENT CERTIFICATE NO: 0000 DATE OF INVOICE 00 January 1900
WCS NUMBER 000000 WCS CONTRACT NO 0000 DRAWING NO: 0
SERVICE: 0
NATIONAL DEPARTMENT OF PUBLIC WORKS
PAGE 2 OF INVOICE FILE NUMBER: 0 NOT REGISTERED
CALCULATIONS
FEES (a) INCEPTION, DESIGN & TENDER STAGES.
5% x { R 0.00 x R 0.00 }= R 0.00
VALUE OF NEW WORK NOT AFFECTED BY ANY FACTORS
R 0.00
ALTERATIONS TO EXISTING FACILITIES NOT AFFECTED 0.00 x 5% x { R 0.00 x R 0.00 }= R 0.00
BY ANY FACTOR OTHER THAN 1.25. R 0.00
DUPLICATES NOT AFFECTED BY ANY FACTOR OTHER 0.00 5% x { R 0.00 x R 0.00 }= R 0.00
THAN .25. R 0.00
DUPLICATED EXISTING FACILITIES AFFECTED BY BOTH 0.00 x 0.00 x 5% x { R 0.00 x R 0.00 }= R 0.00
1.25 & .25 FACTORS. R 0.00
TOTAL FEES FOR INCEPTION, DESIGN & TENDER STAGE (a) R 0.00
FEES (b) CONSTRUCTION AND CLOSE-OUT
TOTAL VALUE OF NEW WORK NOT AFFECTED BY 0% x { R 0.00 x R 0.00 }= R 0.00
ANY FACTORS R 0.00
ALTERATIONS TO EXISTING FACILITIES NOT AFFECTED 0.00 x 0% x { R 0.00 x R 0.00 }= R 0.00
BY ANY FACTOR OTHER THAN 1.25. R 0.00
TOTAL FOR CONSTRUCTION AND CLOSE-OUT STAGE (b) R 0.00
TOTAL PROFESSIONAL FEES DUE (a) + (b) R 0.00
TENDERED PERCENTAGE OF STANDARD FEES 100.00% DUE R 0.00
PREVIOUS PAYMENTS INPUT ALL INFORMATION FOR THE WHOLE PROJECT
ATTACHED TO CLAIM NO 0 WCS No 0 VAT REGISTRATION Y
AMOUNT AMOUNT NON- TOTAL AMOUNT AMOUNT NON- TOTAL
PAYMENT PAYMENT
DATE PAID, VAT PAID, VAT TAXABLE PAYMENT VAT DATE PAID, VAT PAID, VAT TAXABLE PAYMENT
NO NO
(Incl) (Excl) AMOUNT (Excl) (Incl) (Excl) AMOUNT VAT (Excl)
CARRIED
1 R 300,000.00 R 263,157.89 R 0.00 R 263,157.89 R 300,000.00 R 263,157.89 R 0.00 R 263,157.89
OVER
2 R 0.00 R 0.00 R 0.00 R 0.00 38 R 0.00 R 0.00 R 0.00 R 0.00
3 R 0.00 R 0.00 R 0.00 R 0.00 39 R 0.00 R 0.00 R 0.00 R 0.00
4 R 0.00 R 0.00 R 0.00 R 0.00 40 R 0.00 R 0.00 R 0.00 R 0.00
5 R 0.00 R 0.00 R 0.00 R 0.00 41 R 0.00 R 0.00 R 0.00 R 0.00
6 R 0.00 R 0.00 R 0.00 R 0.00 42 R 0.00 R 0.00 R 0.00 R 0.00
7 R 0.00 R 0.00 R 0.00 R 0.00 43 R 0.00 R 0.00 R 0.00 R 0.00
8 R 0.00 R 0.00 R 0.00 R 0.00 44 R 0.00 R 0.00 R 0.00 R 0.00
9 R 0.00 R 0.00 R 0.00 R 0.00 45 R 0.00 R 0.00 R 0.00 R 0.00
10 R 0.00 R 0.00 R 0.00 R 0.00 46 R 0.00 R 0.00 R 0.00 R 0.00
11 R 0.00 R 0.00 R 0.00 R 0.00 47 R 0.00 R 0.00 R 0.00 R 0.00
12 R 0.00 R 0.00 R 0.00 R 0.00 48 R 0.00 R 0.00 R 0.00 R 0.00
13 R 0.00 R 0.00 R 0.00 R 0.00 49 R 0.00 R 0.00 R 0.00 R 0.00
14 R 0.00 R 0.00 R 0.00 R 0.00 50 R 0.00 R 0.00 R 0.00 R 0.00
15 R 0.00 R 0.00 R 0.00 R 0.00 51 R 0.00 R 0.00 R 0.00 R 0.00
16 R 0.00 R 0.00 R 0.00 R 0.00 52 R 0.00 R 0.00 R 0.00 R 0.00
17 R 0.00 R 0.00 R 0.00 R 0.00 53 R 0.00 R 0.00 R 0.00 R 0.00
18 R 0.00 R 0.00 R 0.00 R 0.00 54 R 0.00 R 0.00 R 0.00 R 0.00
19 R 0.00 R 0.00 R 0.00 R 0.00 55 R 0.00 R 0.00 R 0.00 R 0.00
20 R 0.00 R 0.00 R 0.00 R 0.00 56 R 0.00 R 0.00 R 0.00 R 0.00
21 R 0.00 R 0.00 R 0.00 R 0.00 57 R 0.00 R 0.00 R 0.00 R 0.00
22 R 0.00 R 0.00 R 0.00 R 0.00 58 R 0.00 R 0.00 R 0.00 R 0.00
23 R 0.00 R 0.00 R 0.00 R 0.00 59 R 0.00 R 0.00 R 0.00 R 0.00
24 R 0.00 R 0.00 R 0.00 R 0.00 60 R 0.00 R 0.00 R 0.00 R 0.00
25 R 0.00 R 0.00 R 0.00 R 0.00 61 R 0.00 R 0.00 R 0.00 R 0.00
26 R 0.00 R 0.00 R 0.00 R 0.00 62 R 0.00 R 0.00 R 0.00 R 0.00
27 R 0.00 R 0.00 R 0.00 R 0.00 63 R 0.00 R 0.00 R 0.00 R 0.00
28 R 0.00 R 0.00 R 0.00 R 0.00 64 R 0.00 R 0.00 R 0.00 R 0.00
29 R 0.00 R 0.00 R 0.00 R 0.00 65 R 0.00 R 0.00 R 0.00 R 0.00
30 R 0.00 R 0.00 R 0.00 R 0.00 66 R 0.00 R 0.00 R 0.00 R 0.00
31 R 0.00 R 0.00 R 0.00 R 0.00 67 R 0.00 R 0.00 R 0.00 R 0.00
32 R 0.00 R 0.00 R 0.00 R 0.00 68 R 0.00 R 0.00 R 0.00 R 0.00
33 R 0.00 R 0.00 R 0.00 R 0.00 69 R 0.00 R 0.00 R 0.00 R 0.00
34 R 0.00 R 0.00 R 0.00 R 0.00 70 R 0.00 R 0.00 R 0.00 R 0.00
35 R 0.00 R 0.00 R 0.00 R 0.00 71 R 0.00 R 0.00 R 0.00 R 0.00
36 R 0.00 R 0.00 R 0.00 R 0.00 72 R 0.00 R 0.00 R 0.00 R 0.00
37 R 0.00 R 0.00 R 0.00 R 0.00 73 R 0.00 R 0.00 R 0.00 R 0.00
Total R 300,000.00 R 263,157.89 R 0.00 R 263,157.89 Total ######### R 300,000.00 R 263,157.89 R 0.00 R 263,157.89
5f5efc3d-d1f6-4e77-a9df-a28b4a4f8f72.xls (Rev 1 of 310805) Previous Payments PRINT DATE: 3/10/2011
SCHEDULE V: TIME BASED FEES
INPUT ALL INFORMATION FOR THE WHOLE PROJECT
Attached to Claim No 0 WCS No: 0
Approval Date Describe Approval Date Describe
A D
B E
C F
2. Time Based fees: Report stage (Only if specifically appointed as such)
Date Name Designation Task Reason Rate Hours Amount Claimed
R 800.00 20 R 16,000.00
R -
R -
R -
R -
R -
R -
R -
R -
R -
Report: Time Based fees Total Excl VAT R 16,000.00
PREVIOUSLY CLAIMED R 5,000.00
2. Time Based fees: AGENT OF THE CLIENT MAXIMUM FEE TO DATE
Amount
Date Name Designation Task Reason Rate Hours
Claimed
R 800.00 100 R 80,000.00
R -
R -
R -
R -
R -
R -
R -
R -
R -
R -
Agent of the client: Time Based fees Total Excl VAT R 80,000.00
PREVIOUSLY CLAIMED R 30,000.00
3. Time Based fees: Construction Monitoring
Amount
Date Name Designation Task Reason Rate Hours
Claimed
R 450.00 16 R 7,200.00
R -
R -
R -
R -
5f5efc3d-d1f6-4e77-a9df-a28b4a4f8f72.xls (Rev 1 of 310805) Time Based PRINT DATE: 3/10/2011
R -
R -
R -
R -
R -
R -
R -
R -
R -
Monitoring Time Based fees Total Excl VAT R 7,200.00
PREVIOUSLY CLAIMED R 4,000.00
5f5efc3d-d1f6-4e77-a9df-a28b4a4f8f72.xls (Rev 1 of 310805) Time Based PRINT DATE: 3/10/2011
SCHEDULE W: TRAVELLING TIME & TRANSPORT EXPENSES
INPUT ALL INFORMATION FOR THE WHOLE PROJECT NOTE: ALL ITEMS MUST EXCLUDE VAT
Attached to Claim No 0 WCS No 000000
1. Traveling Time
Hours Total Amount
Date Name Designation From To Rate
Claimed Hours Claimed
25 23 R 600.00 R 13,800.00
-2 R 0.00
-2 R 0.00
-2 R 0.00
-2 R 0.00
-2 R 0.00
-2 R 0.00
-2 R 0.00
-2 R 0.00
-2 R 0.00
Traveling Time Total Excl VAT R 13,800.00
PREVIOUSLY CLAIMED R 5,000.00
2. Motor Vehicle Expenses [Up to 3000 cc engine capacity]
Vehicle A Make: Engine Capacity:
B Make: Engine Capacity:
C Make: Engine Capacity:
Total
Date Name Designation Vehicle From - To Toll Gate Distanc Rate Amount Claimed
e
170 540 R 4.600 R 2,654.00
R 0.00
R 0.00
R 0.00
R 0.00
R 0.00
R 0.00
R 0.00
R 0.00
R 0.00
Motor Vehicle Expenses Total R 2,654.00
PREVIOUSLY CLAIMED R 1,300.00
3. Subsistence Charges [See your letter of appointment. Use either Table 3 or Table 4, not both]
Total
Date Name Designation Invoice No. Hours Hotel Name Amount Claimed
Days
R 1,200.00
5f5efc3d-d1f6-4e77-a9df-a28b4a4f8f72.xls (Rev 1 of 310805) Travelling & Subsistance PRINT DATE: 3/10/2011
Subsistence Charges Total R 1,200.00
PREVIOUSLY CLAIMED R 560.00
4. Public Transport
Invoice
Date Name Designation From To Invoice Date Amount Claimed
Number
R 5,400.00
Public Transport Total R 5,400.00
PREVIOUSLY CLAIMED R 2,700.00
Travelling & Public Transport Total Excl VAT R 9,254.00
PREVIOUSLY CLAIMED R 9,560.00
5f5efc3d-d1f6-4e77-a9df-a28b4a4f8f72.xls (Rev 1 of 310805) Travelling & Subsistance PRINT DATE: 3/10/2011
SCHEDULE X: TYPING, DUPLICATING & PRINTING
INPUT ALL INFORMATION FOR THE WHOLE PROJECT NOTE: ALL ITEMS MUST EXCLUDE VAT
Attached to Claim No 0 WCS No: 000000
1. Typing
Amount
Description of Document: Pages Rate
Claimed
100 R 10.00 R 1,000.00
R -
R -
R -
R -
R -
R -
Typing Total R 1,000.00
PREVIOUSLY CLAIMED R 800.00
2. Duplicating
Amount
Description of Document Pages Copies Rate
Claimed
100 5 R 0.40 R 200.00
R -
R -
R -
R -
R -
R -
R -
R -
Duplicating Total R 200.00
PREVIOUSLY CLAIMED R 100.00
3. Covers and Binders
No of Amount
Description of Document Rate
Documents Claimed
5 R 20.00 R 100.00
R -
R -
R -
R -
R -
R -
Covers & Binders Total R 100.00
PREVIOUSLY CLAIMED R 500.00
4. Printing Costs
Amount
Date Delivered to No of Prints Drawing Numbers Size Type Rate
Claimed
20 R 12.00 R 240.00
R -
R -
R -
5f5efc3d-d1f6-4e77-a9df-a28b4a4f8f72.xls (Rev 1 of 310805) Typing, Duplicating, & Printing PRINT DATE: 3/10/2011
R -
R -
R -
R -
R -
R -
R -
R -
R -
Printing Total R 240.00
PREVIOUSLY CLAIMED R 120.00
TOTAL FOR: Typing Duplicating & Printing Excl VAT R 1,540.00
PREVIOUSLY CLAIMED R 1,520.00
5f5efc3d-d1f6-4e77-a9df-a28b4a4f8f72.xls (Rev 1 of 310805) Typing, Duplicating, & Printing PRINT DATE: 3/10/2011
SCHEDULE Y: SITE STAFF & OTHER CHARGES
INPUT ALL INFORMATION FOR THE WHOLE PROJECT NOTE: - ALL ITEMS MUST INCLUDE VAT
Attached to Claim No 0 WCS No 0
A: Part Time Supervision
Claimed
Month Name Designation Apporved Hours Rate Amount
Hours
20 R 450.00 R 9,000.00
R -
R -
R -
R -
R -
R -
R -
R -
R -
Part Time Supervision Total R 9,000.00
PREVIOUSLY CLAIMED R 4,000.00
B: Full Time Supervision
Approved
Portion
Date Name Designation Remuneratio Amount
claimed
n
R 10,000.00 80% R 8,000.00
R -
R -
R -
R -
R -
R -
R -
R -
R -
Full Time Supervision Total R 8,000.00
PREVIOUSLY CLAIMED R 4,000.00
C: Travelling expenses
Distance
Date Name approved Distance km Vehicle cc Tariff Amount
km
120 R 4.50 R 540.00
R -
R -
R -
R -
R -
R -
R -
SubTotal R 540.00
PREVIOUSLY CLAIMED R 200.00
5f5efc3d-d1f6-4e77-a9df-a28b4a4f8f72.xls (Rev 1 of 310805) Site staff & Other PRINT DATE: 3/10/2011
D: Other Charges
Invoice or
Laboratory/ Number of Approved
Date Describe TMB Amount Claimed
Place tests rate
Number
6 R 500.00 R 3,000.00
Other Charges Total R 3,000.00
PREVIOUSLY CLAIMED R 1,000.00
Total Site Staff & Other Charges Incl VAT R 12,000.00
PREVIOUSLY CLAIMED R 5,000.00
You cannot claim for both Part Time and Full Time supervision Total Site Staff & Other Charges Excl VAT R 10,526.32
PREVIOUSLY CLAIMED R 4,385.96
5f5efc3d-d1f6-4e77-a9df-a28b4a4f8f72.xls (Rev 1 of 310805) Site staff & Other PRINT DATE: 3/10/2011
SCHEDULE Z: NON-TAXABLE EXPENSES
INPUT ALL INFORMATION FOR THE WHOLE PROJECT
Attached to Claim No 0 WCS No: 0
1. Non Taxable Services
Reference
Date Centre Describe Amount Claimed
No
R 500.00
Non Taxable Expenses Total R 500.00
PREVIOUSLY CLAIMED R 300.00
Non Taxable Expenses could include any of the following [This list is not exclusive]:
A. Airport tax C. Hotel levy E.
B. Re-Fuel charges D. Other F.
5f5efc3d-d1f6-4e77-a9df-a28b4a4f8f72.xls (Rev 1 of 310805) Non Taxable PRINT DATE: 3/10/2011
