Sans 10403

ICS 01.110; 91.010.30

SANS 10403:2003

ISBN 0-626-14196-6

Edition 1

SOUTH AFRICAN NATIONAL STANDARD

Formatting and compilation of construction procurement documents

Published by Standards South Africa 1 dr lategan road groenkloof private bag x191 pretoria 0001 tel: 012 428 7911 fax: 012 344 1568 international code + 27 12 www.stansa.co.za  Standards South Africa 2003

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SANS 10403:2003 Edition 1 Table of changes Change No. Date

Scope

Acknowledgement Standards South Africa wishes to acknowledge the work of the National Procurement Reform Task Team of the Ministries of Finance and Public Works, who developed the principles for the formatting of procurement documents described in the Green Paper on Public Sector Procurement Reform in South Africa, and the Departments of Public Works and Public Enterprises and the Interministerial Task Team for Construction Industry Development who have published documents upon which this standard is based.

Foreword This South African standard was approved by National Committee STANSA TC 5120.61, Construction standards, in accordance with procedures of Standards South Africa, in compliance with annex 3 of the WTO/TBT agreement. Annexes A to D are for information only.

Introduction Uniformity in procurement documentation permits the documentation process to be simplified and computerized; contractors to more accurately price the risks, which they are to assume, and the effectiveness and efficiency of procurement to be improved (refer to annex A and annex B). This standard was prepared to establish procedures for the compilation of procurement documentation for supplies, services and engineering and construction works in a standard format. The construction industry is a broad conglomeration of industries and sectors which add value in the creation and maintenance of fixed assets within the built environment. Construction procurement as such, covers all categories of procurement commonly encountered in other industrial sectors and is not confined to engineering and construction works. Construction procurement includes services, supplies, engineering and construction works and disposals in the form of demolitions.

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SANS 10403:2003 Edition 1

Contents Page Acknowledgement Foreword Introduction 1 Scope

............................................................................................................................

3

2 Normative reference .............................................................................................................

3

3 Definitions ............................................................................................................................

3

4 Format for the compilation of procurement documentation ..................................................

6

4.1 General requirements for procurement documents....................................................... 4.2 Format for the compilation of procurement documents ................................................. 4.3 Applying the compilation format.....................................................................................

6 6 9

5 Compilation of procurement documents ...............................................................................

9

5.1 General .......................................................................................................................... 9 5.2 The Tender .................................................................................................................... 10 5.2.1 5.2.2 5.2.3 5.2.4

Summary for tender opening purposes (optional)............................................... Tender notice and invitation to tender................................................................. Tendering procedures ......................................................................................... Returnable documents ........................................................................................

10 10 11 12

5.3 The Contract .................................................................................................................. 12 5.3.1 5.3.2 5.3.3 5.3.4 5.3.5

General ............................................................................................................... Agreements and contract data............................................................................ Pricing data ......................................................................................................... Scope of work ..................................................................................................... Site information ...................................................................................................

12 13 13 14 15

Annex A (informative) Uniformity in procurement documents ................................................ 17 Annex B (informative) Benefits of compiling documents in accordance with SANS 10403 .... 20 Annex C (informative) Classifying contracts in terms of the generic classification of contracts ............................................................................................................................ 23 Annex D (informative) Items which should be addressed in the scope of work ...................... 31

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SANS 10403:2003 Edition 1

Formatting and compilation of construction procurement documents 1 Scope This standard establishes at both prime and subcontract level: a) a uniform format for the compilation of procurement documents for supplies, services and engineering and construction works contracts; and b) the general principles for compiling procurement documents in respect of supplies, services and engineering and construction works. NOTE This standard may also be used with some adaptation in the formatting and compilation of concession contracts and contracts involving disposals.

2 Normative reference The following standard contains provisions, which, through reference in this text, constitute provisions of this standard. All standards are subject to revision and, since any reference to a standard is deemed to be a reference to the latest edition of that standard, parties to agreements based on this standard are encouraged to take steps to ensure the use of the most recent edition of the standard indicated below. Information on currently valid national and international standards can be obtained from Standards South Africa. SANS 10396, Implementing preferential procurement policies using targeted procurement procedures.

3 Definitions For the purposes of this standard, the following definitions apply: 3.1 activity schedule document that breaks down the scope of work into a series of activities to allow contractors to be paid a lump sum upon the completion of each of the activities 3.2 bill of quantities document that lists the items of work and the quantities and rates associated with each item to allow contractors to be paid at regular intervals an amount equal to the agreed rate for the work multiplied by the quantity of work completed 3.3 contract data document that states the applicable conditions of contract and associated contract-specific data that collectively describe the risks, liabilities and obligations of the contracting parties and the procedures for the administration of the contract

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SANS 10403:2003 Edition 1 3.4 contractor natural or juristic person or partnership who contracts to provide the supplies, services or engineering and construction works covered by the contract 3.5 employer natural or juristic person or partnership entering into the contract with the contractor for the provision of supplies, services, or engineering and construction works 3.6 engineering and construction works contract contract for the provision of a combination of supplies and services, arranged for the development, extension, installation, repair, maintenance, renewal, removal, renovation, alteration, dismantling or demolition of structures, including building and engineering infrastructures 3.7 forms of offer and acceptance documents that formalize the legal process of offer and acceptance 3.8 forms of securities documents that provide for the securities required by the employer 3.9 forms for adjudicator appointments documents that establish the terms and conditions upon which the adjudicator is to be appointed 3.10 list of returnable documents document that lists everything the employer requires a tenderer to submit with his tender submission 3.11 pricing instructions document that provides the criteria and assumptions which it will be assumed in the contract, that the tenderer has taken into account when developing his prices, or target, in the case of target cost contracts 3.12 preferential procurement policy procurement policy that promotes objectives additional to those associated with the immediate objective of the procurement itself 3.13 procurement process that creates, manages and fulfils supplies, services or engineering and construction contracts 3.14 procurement document documentation used to initiate and conclude a contract

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SANS 10403:2003 Edition 1 3.15 returnable schedule document that a tenderer is required to complete for the purpose of evaluating tender offers or a document which, when a tender offer is accepted, forms part of the subsequent contract 3.16 services contract contract for the provision of labour or work, including knowledge-based expertise, carried out by hand, or with the assistance of equipment and plant 3.17 scope of work document that specifies and describes the supplies, services, or engineering and construction works which are to be provided and any other requirements and constraints relating to the manner in which the contract work is to be performed 3.18 site information document that describes the site as at the time of tender, to enable the tenderer to price his tender and to decide upon his method of working and programming 3.19 supplies contract contract for the provision of materials or commodities made available for purchase 3.20 targeted procurement procedure process used to create a demand for the services and supplies of, or to secure the participation of, targeted enterprises and targeted labour on contracts in response to the objectives of a preferential procurement policy 3.21 tender offer formal offer for the provision of supplies, or to carry out a service or engineering and construction works, usually at a stated price, which is capable of acceptance and conversion into a binding contract 3.22 tenderer natural or juristic person or partnership who submits a tender offer 3.23 tender data document that establishes the tenderer’s obligations in submitting a tender and the employer’s undertakings in administering the tender process and evaluating tender offers 3.24 tender notice and invitation to tender document that alerts prospective contractors to the nature of the supplies, services and engineering and construction works required by the employer and contains sufficient information to solicit a response.

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SANS 10403:2003 Edition 1

4 Format for the compilation of procurement documentation 4.1 General requirements for procurement documents Procurement documents should in general a) require tenderers to submit particulars sufficient for the employer to evaluate their tenders and to assess their status, capabilities and capacities to perform the contract, b) set out in a clear and unambiguous manner criteria by which tenders are to be evaluated, c) define the risks, liabilities and obligations of the parties to the contract, d) define the nature, quality and quantity of supplies, services or works to be provided in the performance of the contract, and e) use clear and unambiguous language.

4.2 Format for the compilation of procurement documents 4.2.1 Division of documents Procurement documents for supplies, services and engineering and construction works comprise a number of component documents dealing with different topics grouped together in a logical sequence. The first group of documents should contain only those documents that are relevant to the tender (see table 1) and the second group, those documents that relate to the contract that will be created at the acceptance of the tender (see table 2).

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SANS 10403:2003 Edition 1 Table 1 ― Documents that relate to the tender 1

2

Number

Document Tendering procedures:

T1.1

Tender notice and invitation to tender

T1.2

Tender data Returnable documents:

T2.1

List of returnable documents

T2.2

Returnable schedules

Table 2 ― Documents that relate to the contract 1

2

Number

Document Part 1: Agreements and contract data

C1.1

Forms of offer and acceptance

C1.2

Contract data Part 2: Pricing data

C2.1

Pricing instructions

C2.2

Activity schedule / Bill of quantities Part 3: Scope of work

C3

Scope of work Part 4: Site information

C4

Site information

4.2.2 Compiling tender documents Tender documents should comprise three volumes. The first volume should contain only those documents relevant to the tender procedures, the second volume the returnable documents and the third volume should contain those documents that relate only to the draft contract (see table 3). Although the tenderer receives three volumes when the tender document is collected, only the tender returnables (Volume 2) are returned as the tender offer.

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SANS 10403:2003 Edition 1 Table 3 ― Standard headings and sequencing of documents in tender documents 1

2

3

Volumes Number Volume I

Volume 2

Volume 3

4 Contents

Description Tendering procedures

Returnable documents

Number

Heading Tendering procedures

T1.1

Tender notice and invitation to tender

T1.2

Tender data Returnable documents

T2.1

List of returnable documents

C1.1

Form of offer and acceptance (if acceptance is combined with offer)/Form of offer

C1.2

Contract data (if relevant)

C2.2

Activity schedule / Bill of quantities

T2.2

Returnable schedules

Contract

Part 1: Agreements and contract data C1.1

Form of acceptance (if separate from form of offer)

C1.2

Contract data (if not included in volume 2) Part 2: Pricing data

C2.1

Pricing instructions Part 3: Scope of work

C3

Scope of work Part 4: Site information

C4 NOTE:

Site information (if relevant)

It is possible to compile documents in a single volume using the sequence of documents listed in tables 1 and 2. The documents listed in table 1 would be headed “Tender” and the documents listed in table 2, “Contract”. The list of returnable documents identifies which of the documents a tenderer must complete when submitting its tender offers. The tenderer submits his tender offer by completing those forms, signing the "offer" document in the forms of offer and acceptance and delivering it back to the employer bound up in the same volume that it was in when it was received. If the tender offer is accepted, the employer simply signs the ‘acceptance’ document in the forms of offer and acceptance and a contract is formed, i.e., the tender document becomes the contract document. This approach is, however, only suited to contracts and situations where small variances, if any, are anticipated between the draft contract and the final contract.

4.2.3 Compiling the contract If the tender offer is accepted, the employer signs the ‘acceptance’ section in the forms of offer and acceptance after assembling the contract from the appropriate tender returnables and the draft contract contained in Volume 3. Schedules that form part of the contract are included in the scope of work. In this way the tendering procedures (Volume 1) and certain of the tender returnables (Volume 2) that relate solely to the evaluation of tender offers are excluded from the contract.

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SANS 10403:2003 Edition 1 4.3 Applying the compilation format 4.3.1 Guiding principles A guiding principle using the compilation format is that “the contract is the contract” and anything relating to the process of tendering (as distinct from the content of the tender) is not included in the contract, since it is no longer relevant after the submission of the tenders. To include matters relating to both in the contract will inevitably lead to ambiguities and adversarial relationships during the execution of the contract as each party will argue about which statement applies, what the contractor allowed for in his tender, and indeed, what did the parties actually contract to do. The content of each component document should be such that, as far as possible, each subject matter is addressed only once in the procurement document and in its logical location.

4.3.2 Compilation procedures The compilation format described in 4.2 should be utilised as follows: a) contracts, should in the first instance, be categorised as being for supplies, services or engineering and construction works (see annex C for further guidance); b) where no tenders are called for, Volume 1 (tender procedures) falls away; c) the provisions of Volumes 1 and 2 will fall away once the contract is concluded as they are no longer relevant, save for documents extracted from the returnables which are included in the contract, e.g. the contractor’s data, prices, the offer and some of the returnable schedules; and d) all documents listed under the contract (Volume 3) should be supplied as part of the tender as they represent the proposed or draft, contract.

5 Compilation of procurement documents 5.1 General The content of each section and subsection of the compilation format presented in 4.2 is outlined in 5.2 and 5.3. Compilers should ensure that the content of procurement documents satisfies the requirements of 4.1 and adheres to the provisions of 4.3. The pages of each section and subsection in tender documents should, ideally, be printed on differently coloured paper or be separated by coloured paper for easy identification, in accordance with the provisions of table 4.

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SANS 10403:2003 Edition 1 Table 4 ― Colours used to distinguish sections in tender documents 1

2

3 Document

Colour of pages Number

Heading

White

T1.1

Tender notice and invitation to tender

Pink

T1.2

Tender data

Yellow

T2.1

List of returnable documents

Yellow

T2.2

Returnable schedules

Yellow

C1.1

Forms of offer and acceptance

Yellow

C1.2

Contract data

Yellow

C2.1

Pricing instructions

Yellow

C2.2

Activity schedule / Bill of quantities

Blue

C3

Scope of work

Green

C4

Site information

NOTE 1 Contractors submitting tenders will only need to complete the yellow pages for their tender submissions. NOTE 2 It is not essential to colour code the different sections. Where this is done, the colours should be as described.

5.2 The Tender 5.2.1

Summary for tender opening purposes (optional)

It may be desirable, in some instances, for employers to include a form entitled "summary for tender opening purposes" as the first page of a tender document to facilitate the reading out of tender parameters during the public opening of tenders. This optional section should capture the name of the contractor submitting a tender and the basic details of his offer. It is, however, essential that a statement in this section be made to the effect, that in the event of any conflict between the data provided in the summary and that given in the tender, the latter shall apply.

5.2.2 Tender notice and invitation to tender 5.2.2.1 Overview The tender notice is a brief document, usually not more than one page in length. Its function is to alert tenderers to the nature of the supplies, services and engineering and construction works required by the employer and should contain sufficient information to enable them to respond appropriately. The tender notice and Invitation to Tender should not form part of any subsequent contract. 5.2.2.2 Minimum information The tender notice and invitation to tender should, as a minimum, contain a) the tender or contract reference number, b) the title of the proposed contract,

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SANS 10403:2003 Edition 1 c) a brief description of the supplies, services or engineering and construction works which are required, d) the closing date, time and place for submission of tenders, e) the date, time and place of the compulsory site inspection or briefing session, if any, and f) the time and place for collecting the procurement documents. 5.2.2.3 Reference to matters affecting the evaluation of tenders Reference to any procurement activity codes or classifications used by the employer should also be included in the tender notice and invitation to tender. Where targeted procurement procedures are incorporated in the procurement documents, reference should be made to the targeting strategy that is being followed. (See clause 6 of SANS 10396:2003). Reference to evaluation criteria or qualification requirements should also be made. NOTE The press advertisement or the letter of invitation to specific firms to submit tenders is frequently reproduced as the tender notice and invitation to tender.

5.2.3

Tendering procedures

5.2.3.1 Tender data 5.2.3.1.1 The tender data informs tenderers about the tendering procedures that are to be observed and the documentation that needs to be submitted with tender offers, failing which, tender offers may be rejected or not be evaluated. The tender data does this by identifying the conditions of tender or the conditions of tender that are generally applicable to procurement and establishes the variables relating thereto. NOTE 1 Annex I of SANS 10396:2003 provides guidance on the compilation of the tender data where targeted procurement procedures are used to implement certain preferential procurement policies. NOTE 2 Conditions of tender can be drafted as a standard set of rules for a particular employer. As such these conditions are usually generic in nature and are rarely contract specific. As a result, it is common for an employer to develop its own standard conditions of tender and to vary them on a contract specific basis.

5.2.3.1.2 The tender data should make reference to both the items comprising the tender and the proposed contract so that those submitting tender offers can confirm that they have all the necessary documentation to do so. 5.2.3.1.3 Conditions of tender should cover topics which include eligibility and qualifications criteria, cost of tendering, checking of documents, confidentiality and copyright of documents, acknowledgement of addenda, site visits and/or clarification meetings, seeking of clarifications, pricing of tender offer, alterations to tender offers, alterations to documents, the submission of tender offers, tender offer validity periods, clarification of tender offers after submission, submission of securities, bonds and insurance policies, responses to requests for clarifications, issuing of addenda, returning of late tender offers, opening of tender offers, non-disclure, grounds for rejection and disqualification, testing for responsiveness, non-responsive tender offers, rectification of arithmetical errors, evaluation of responsive tender offers, evaluation criteria, preferences, insurance provided by the employer, acceptance of the tender offers, issuing of notices to unsuccessful tenderers, and the issuing of the final contract. NOTE Annex I of SANS 10396:2003 provides sample conditions of tender relating to targeted procurement procedures used to support certain preferential procurement policies.

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SANS 10403:2003 Edition 1 5.2.4 Returnable documents 5.2.4.1 General 5.2.4.1.1 This section refers to documents that are returned with, or constitute, a tender. Whilst many of the returnables are required for the purpose of evaluating tenders, some will form part of the subsequent contract, as they form the basis of the tender offer. For this reason, it is very important that all tenderers return all information requested. 5.2.4.1.2 Forms and certificates that are to be completed after the award of the contract must not be included in the returnable documents, for example site appointments for compliance with health and safety legislation. 5.2.4.2 List of items comprising the tender 5.2.4.2.1 The list of items comprising the tender is a useful tool which, if prepared and used correctly, ensures that everything the employer requires a tenderer to submit with his tender offer is listed. This list obliges the employer to identify exactly what he wants and provides a useful basis of determining, at the outset, whether a tender offer is responsive. 5.2.4.2.2 The list of returnable documents should also indicate which of the schedules are for evaluation purposes and which will form part of the contract. 5.2.4.3 Returnable schedules Returnable schedules comprise those schedules that are used for evaluation purposes only such as a certificate for signatories, a certificate of attendance at clarification meetings, tender securities, a form of intent to provide a tender bond, experience of a tenderer, and proposed subcontractors, and those that are included in the subsequent contract such as curricula vita of key personnel, quality plans, management plans and preferencing schedules. Returnable schedules that are used for evaluation purposes only should not form part of the subsequent contract. Returnable schedules that form part of the subsequent contract should be attached to the scope of work.

5.3 The Contract 5.3.1 General At the tender stage, all documents listed in table 2 constitute the draft contract. The draft contract becomes the contract when the forms of offer and acceptance are signed by both parties and certain of the returnable schedules are inserted into the scope of work. NOTE In supplies contracts where tenderers are required to submit specifications, in service contracts where tenderers are required to submit proposals in order to satisfy employer’s briefs, and in engineering and in construction works contracts where tenderers offer to design and build facilities, the process between the receipt of a tender offer and the acceptance of the tender offer and conclusion of a contract may necessitate numerous changes to some of the documentation to accommodate various proposals.

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SANS 10403:2003 Edition 1 5.3.2 Agreements and contract data 5.3.2.1 Forms of offer and acceptance The forms of offer and acceptance should contain a) the offer to provide the supplies, services or engineering and construction works for a price, or in accordance with the terms of the financial proposal made, b) confirmation from the employer that he accepts the tender offer following his tender evaluation, and that a contract therefore exists, and c) a schedule of deviations which records any agreed changes to the documentation that occur between receipt of the tender offer and award of contract. NOTE The schedule of deviations documents the agreed departures from the tender documents. This schedule is important in public sector contracts as it serves as a record of the outcomes of any negotiations between offer and acceptance.

5.3.2.2 Contract data NOTE The forms of agreements such as the forms of security (e.g. parent company guarantee, performance security (demand guarantee), advanced payment guarantee, etc.), and the form of agreement for the appointment of an adjudicator, and the requirements to complete these, are normally obligations of the contract between the parties. The form of these agreements is usually prescribed by the contract between the parties.

5.3.2.2.1 The contract data establishes the conditions of contract that describe the responsibilities, liabilities and obligations of the contracting parties and the agreed procedures for the administration of the contract. Where these terms have been standardized, the contract data identifies the applicable standard conditions of contract and sets out all the contract-specific variables, data schedules, appendices, etc., that the parties are required to provide during the tender process. 5.3.2.2.2 Standardized conditions of contract need not be issued with a tender or included in the final contract document, but should be referred to as being part of the contract. Information should also be made available as to where copies of these documents can be obtained.

5.3.3

Pricing data

The pricing data comprises the pricing instructions and the activity schedules or bills of quantities. The pricing instructions describe the criteria and assumptions which will be assumed in the contract that the tenderer has taken into account when developing his prices, or target in the case of target and cost reimbursable contracts. The activity schedules or the bills of quantities records the contractor's prices for providing supplies, services, engineering and construction works in accordance with the requirements of the scope of work. NOTE The terms of payment and the provisions for price adjustment for inflation, if applicable, are established in the contract data. These items should not be described in the pricing data.

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SANS 10403:2003 Edition 1 5.3.4

Scope of work

5.3.4.1 General 5.3.4.1.1 The scope of work should identify the supplies, services, or engineering and construction works which are to be provided during the contract and establish requirements and constraints relating to the manner in which the contract is to be performed. The scope of work also provides sufficient information to enable tenderers to price and plan the requirements for the contract to satisfy the employer’s requirements and expectations in the performance of the contract. The content of the scope of work will differ between categories of contract, i.e. between supplies, services and engineering and construction works and will vary significantly from contract to contract. 5.3.4.1.2 SANS 10396 provides guidance on the information that should be included in this section where targeted procurement procedures are adopted to implement a preferential procurement policy. NOTE 1 Specifications should describe the state of the delivered supplies or completed services / works (i.e. what is to be left behind after the contract) and any constraints on how the contract is to be executed after the award of the contract. NOTE 2 Reference to a process applicable prior to the award of a contract must not be included in the scope of work. This information should be requested in the tendering procedures.

5.3.4.2 Supplies contracts The scope of work (see annex D for further guidance) should include information on items such as a) description of the supplies to be supplied / scope of the contract, b) applicable standards, c) variations to standardized specifications, and d) information pertaining to issues such as 1)

specific requirements,

2)

place of delivery, and

3)

time for placing of orders and rate of delivery.

5.3.4.3

Services contracts

The scope of work (see annex D for further guidance) should include information on items such as a) description of the services to be provided, b) applicable standards / standardized briefs, c) variations to standardized specifications, and d) information pertaining to issues such as 1)

specific requirements,

2)

constraints,

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SANS 10403:2003 Edition 1 3)

background information pertaining to the required services,

4)

terms of reference,

5)

time frames for deliverables / milestone dates,

6)

the places for the performance of specific tasks, and

7)

reporting requirements.

5.3.4.4 Engineering and construction works contracts The scope of work for engineering and construction works (see annex D) is largely dependent upon the contracting strategy that is adopted by the employer, but should generally include information on items such as a) description of the works, b) design brief including design data performance requirements, if applicable, c) applicable standards: 1)

construction and management requirements for works contracts

2)

targeted procurement

3)

construction works

4)

materials standards

5)

particular specifications

d) specification data (contract specific provisions and variations to the standardized specifications), e) list of employer's drawings, and f) information relating to existing services, site establishment. NOTE The content of this section is to a large extent dependent upon the contracting strategy which is adopted, for example traditional pre-planned, design and build, develop and construct, etc. Guidance on the preparation of the clauses for inclusion in this section may be found in annex D.

5.3.5

Site information

5.3.5.1 Overview Documentation included in this section should describe the site as at the time of tender to enable the tenderer to price his tender and to decide upon his method of working and programming. Normally only actual information about physical conditions of the site and its surroundings is included in the site information and interpretation is a matter for the tenderer. However, some employers may wish to include interpretative information, such as inferred geological sections, or site class designations. In the case of refurbishment projects, site information would be the ‘as-built’ drawings of the existing structure. NOTE Site information is usually only provided in respect of engineering and construction works contracts.

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SANS 10403:2003 Edition 1 5.3.5.2 Content Site information may include a) subsoil investigation, borehole records and test results, b) reports obtained by the employer concerning the physical conditions within the site or its surroundings including mapping, hydrographic data, and hydrological information, c) references to publicly available information about the site and its surroundings such as published papers and interpretations of the geotechnical investigation, d) information about piped and other services below the surface of the site for contracts involving ground works, and about hook-up and boundary details for contracts with plant interfaces, in addition to anything about the physical site which impacts upon the contract, e) information about adjacent buildings and structures, and about existing buildings and structures on the site (restrictions for heavy loads etc.), and f) atmospheric and environmental criteria. NOTE 1 Should the actual conditions on site turn out to be different to those described, then under most conditions of contract, the contractor would have a claim for compensation or extension of time. NOTE 2 Matters relating to site facilities, access, places for delivery, etc. are not site information and should be included in the scope of work, as they are constraints on how the contractor executes the contract.

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SANS 10403:2003 Edition 1

Annex A (informative)

Uniformity in procurement documents A.1 Introduction A.1.1 The Green Paper on Public Sector Procurement Reform in South Africa (Ministries of Finance and Public Works, 1997) identified procurement documentation as being one of the areas that prevents small and medium enterprises and emerging businesses from competing freely for public sector contracts. This paper highlights the following in this regard: a) the use of highly technical language, incomprehensible to many businesses;

jargon

and

‘legalese’

makes

documentation

b) documents are often poorly written and difficult to understand; c) the layout and packaging of tender documentation is generally not methodical, and is therefore confusing. Frequently, conditions of tender are mixed with conditions of contract and are interspersed with technical specifications. This lack of discipline in the drafting of documents is very confusing to those who have not had considerable exposure to such documents; d) frequently, the standard conditions of tender and conditions of contract are drafted to cater for every conceivable eventuality and no attempt is made to present conditions appropriate to relatively simple and straightforward contracts; e) various public sector procurement units use different tender documentation which requires contractors to invest time in order to familiarise themselves with differing documents; and f) standard forms of contract or specifications, particularly in the case of engineering and construction works contracts, are often extensively amended by public sector employers. Invariably, the list of amendments grows over a period of time as amendments are rarely withdrawn. These documents are extremely confusing and difficult to comprehend.

A.1.2 Currently each industry sector and different organs of the State have their own ideas and practices for the format and nomenclature used within a tender and contract document. Each industry sector has also tailor-made its format and specification practices to suit its own general conditions of contract. This is fine until work of another sector is included within a contract scope, or other conditions of contract, such as international conditions required by funding agencies, are used. Frequently those responsible for preparing procurement documents randomly mix conditions of tender, conditions of contract, specifications and measurement and payment terms. This has resulted in documentation being complex and ambiguous in the allocation of ill-defined and unacceptable risks to contractors and increased tendering costs.

A.2

Benefits of uniformity in procurement documents

The Green Paper argues that uniformity in contract documentation will promote or result (or both) in a) effective participation by new entrants or emerging enterprises to the business environment, b) cost effectiveness, both in financial and human resource terms, c) understanding and interpretation by new entrants or emerging contractors, d) the simplification of the documentation process,

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SANS 10403:2003 Edition 1 e) contractors being able to more easily determine the scope and extent of risk, f) the management of a contract becoming routine and administration procedures becoming mechanized, and g) savings in cost and improvement in quality. For uniformity to be effective, it should be implemented by all organs of the State, including parastatals, and the private sector.

A.3

Green Paper principles and proposals

The principles and proposals set out in the Green Paper in respect of uniformity in procurement documents were as follows: a) there should be complete separation in contract documentation between conditions of tender, conditions of contract, specifications and terms of payment (including methods of measurement); b) a generic categorisation of contracts should be developed in order to regulate and administer public sector procurement activity in a uniform manner; c) a national standards body should publish and distribute both human resource and technical specifications; d) standard conditions of contract, based on the generic categorization and classification of contracts, should be used by all organs of the state with minimal project specific amendments; e) government should play a leading role in the standardization of contract documentation and contract options and set an example in this regard for the private sector; f) construction standards common to all disciplines should be developed for engineering and construction works contracts; and g) engineering and construction works contracts should be drafted in such a way that they cater for a “hierarchy” of projects in terms of complexity and needs.

A.4 Implications of Green Paper proposals A.4.1 The first proposal, namely that “there should be complete separation in contract documentation between conditions of tender, conditions of contract, specifications and terms of payment (including methods of measurement)”, Section 2.4.6 Principles and proposals of the Green Paper a public sector procurement reform South Africa (April 1997) sets the framework for procurement reform in the area of procurement documentation. The rest of the above mentioned proposals add substance to this framework.

A.4.2 The implications of this proposal are that a) each subject within a tender and within the subsequent contract can only be addressed once and in a specific place, b) issues relating to the tender will fall away once the contract is in place, c) changes in conditions of contract should not affect other aspects of the contract such as specifications, measurement and payment,

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SANS 10403:2003 Edition 1 d) many of the current standardized specifications need to be extensively revised as they make reference to conditions of contract, methods of measurement and / or terms of payment, e) stand alone systems of measurement, independent of specifications are required, f) specifications need to be written independently from conditions of contract, and g) a standard format for all contracts can be developed.

A.4.3 The implications of the other proposals include a) standard conditions of tender and contract, based on the generic categorisation and classification of contracts, should be used, with minimal project specific amendments, b) terms, words and documents that specify and describe the process of tendering should not be included in a contract, and c) within the contract itself there must be a clear division of documents which address 1) the overall agreement, 2) conditions of contract and associated contract data (or variables), 3) contract prices; 4) specifications and drawings which describe the works, services, supplies and state any constraints on how the works, services, supplies are to be provided, and 5) information about the site, at the time of tender, upon which the contractor bases his price.

A.4.4 Observance of the foregoing is expected to a) minimize ambiguity and errors in and between the documents which make up a contract for the provision of the works, as component documents will perform singular functions, and the subject material contained in the documents is addressed, as far as possible, once only and in a specific place, and b) enable all contracts to be developed in the same format using any of the modern delivery systems coupled to national and international standard forms of contract.

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SANS 10403:2003 Edition 1

Annex B (informative)

Benefits of compiling documents in accordance with SANS 10403 B.1 The generic categorisation of contracts into supplies, services and engineering and construction works enables the contracting environment to be rationalised, simplified and regulated. Should employers a) prepare standard procurement packages for the full range of generic categories of contracts and the main sub-categorisations complete with standard forms, conditions of tender, data forms, etc in accordance with the framework provided in this standard, b) prepare compiler guides to assist those responsible for preparing procurement documents to do so, and c) create an electronic library of such documents, then procurement documents can be compiled routinely as illustrated in the process flow chart contained in figure 1.

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SANS 10403:2003 Edition 1

Decide on generic classification of contract

Determine which subcategory of procurement document applies

Go to electronic library and obtain latest procurement documents and associated compilers guide for selected subcategory

Read compilers guide and obtain necessary forms and data sheets from electronic library and any other documents that may be required

Draft non-standard procurement documents and insert project specific data in standard documents in accordance with guidelines provided in the selected compilers guide

Compile procurement document, as directed in relevant compilers guide

Invite, receive and evaluate tender offers

Figure 1 ― Process flow chart for the compilation of procurement documentation from an electronic library

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SANS 10403:2003 Edition 1

B.2 Employers can also make extensive reference to standard documentation and compile only those documents or portions thereof that need to be purpose-written for a project and insert projectspecific data or variables in standard templates. The actions which compilers will need to take in respect of each and every heading in such circumstances are tabulated in table B.1. Table B.1 ― Compiler’s actions where an employer has developed a standardized procurement package 1

2 Volumes

Number Volume I

Volume 2

Description Tendering procedures

Returnable documents

3

4

Standard heading

Compiler’s actions Tendering procedures

Tender notice and invitation to tender

Insert tender specific data in pro forma document

Tender data

Insert tender specific data in pro forma document Returnable documents

List of returnable documents Forms of acceptance

Volume 3

offer

Modify list in pro forma document and

Insert standard documents with or without minor project specific data.

Contract data (if relevant)

Insert contract-specific document

Activity schedule / Bill of quantities

Develop purpose-written document using standard templates

Returnable schedules

Select from library the required schedules and insert into volume.

Contract

data

in

pro

forma

Part 1: Pricing data Pricing instructions

Develop purpose-written instructions using the standard template or select standard instructions from library and insert into volume. Part 2: Scope of work

Scope of work

Develop purpose-written instructions using the standard template Part 3: Site information

Site information

Develop purpose-written instructions using the standard template

B.3 Contractors who are familiar with an employer's standard procurement package will merely have to read the tender/contract specific sections of the procurement document. Contractors who are unfamiliar with an employer's standard procurement package should be able to readily locate any information that they may require.

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SANS 10403:2003 Edition 1

Annex C (informative)

Classifying contracts in terms of the generic classification of contracts C.1 Contracts other than those associated with concessions and disposals are classified in terms of the generic classification of contracts as being, engineering and construction works contracts or services contracts or supplies contracts. Guidance is, however, necessary to enable those responsible for compiling procurement documents to determine for a specific contract, which generic definition applies. Listing typical procurement activities and grouping them under the three headings can facilitate this. In order to do this a classification of procurement on the basis of procurement activity is required. C.2

There is no universal system for categorising clusters of supplies and services. The European Union has developed a Common Procurement Vocabulary (CPV), based on the Classification of Products by Activity (CPA); a classification which reflects the industrial structure of 1 the European Community. This CPV serves as a tool for improving transparency and efficiency in the field of public procurement within the European Union. The use of standard terms in the CPV makes it easier for potential suppliers to identify the procurement contracts in which they are interested. (The CPV also facilitates fast and accurate translation of contract notices for publication in the EU Official Journal, and makes it easier to establish procurement statistics.)

C.3 Procurement Activity Sectors (see table C.1) can be established from the main headings in CPV. The linking of Procurement Activity Sectors to the European Union's CPV enables procurement activities to be readily related to a procurement sector as there are more than 8 000 2 descriptors to describe specific procurements (see http://simap.eu.int.). C.4 The abovementioned definitions for engineering and construction works, supplies and services and are compatible with the European Union’s CPV. Clusters of procurement activities can be grouped under each of these generic classifications for contracts as shown in tables C.1 and C.2. Tables C.1 and C.2 enable compilers of procurement documents to rapidly determine the generic classification of a particular contract.

1 The Common Procurement Vocabulary was developed by the European Union as it was recognised that the Classification of Products by Activity was supplier-oriented rather than purchaser-oriented. Consequently, many changes were needed to produce a purchaser-orientated vocabulary. 2 The linking of Procurement Activity Sectors to the European Union's Common Procurement Vocabulary obviates the necessity to provide procurement officials with comprehensive guidelines to facilitate the correct allocation of individual contracts to a sector. Procurement officials can simply download the latest version from the European Union's website.

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SANS 10403:2003 Edition 1 Table C.1 ― Procurement Activity Sectors (summary) 1

3 4 # Description Supplies contracts 1 Agricultural, horticultural, hunting and related 18 Chemicals, chemical products and man-made fibres. products. 2 Products of the forestry and logging industry. 19 Rubber, plastic and film products. 3 Fish, fishing products and other by-products of 20 Non-metallic mineral products. the fishing industry. 4 Coal, lignite, peat and other coal-related 21 Basic metals and associated products. products. 5 Crude petroleum, natural gas, oil and 22 Fabricated products and materials. associated products. 6 Uranium and thorium ores. 23 Machinery, equipment, appliances, apparatus and associated products. 7 Metal ores. 24 Office and computing machinery, equipment and supplies. 8 Mining, quarrying and other associated 25 Electrical machinery, apparatus, equipment and products. consumables. 9 Food products and beverages. 26 Radio, television, communication, telecommunication and related equipment and apparatus. 10 Tobacco, tobacco goods and supplies. 27 Medical and laboratory devices, optical and precision devices, watches and clocks, pharmaceuticals and related medical consumables. 11 Textiles and textile articles. 28 Motor vehicles, trailers and vehicle parts. 12 Clothing and footwear. 29 Transport equipment. 13 Leather and leather products. 30 Manufactured goods, furniture, handicrafts, specialpurpose products and associated consumables. 14 Wood, wood products, cork products, 31 Recovered secondary raw materials. basketware and wickerwork. 15 Various types of pulp, paper and paper 32 Electricity, gas, nuclear energy and fuels, steam, hot products. water and other sources of energy. 16 Various types of printed matter and articles for 33 Collected and purified water and water distribution. printing. 17 Petroleum products and fuels. Engineering and construction works contracts 34 Construction work. Services contracts 35 Repair, maintenance and installation services. 49 Research and development services. 36 Retail trade services. 50 Architectural, construction, legal, accounting and business services. 37 Hotel and restaurant services. 51 Administration, defence and social security services. 38 Land transport services and transport via 52 Services related to the oil and gas industry. pipeline services. 39 Water transport services. 53 Agricultural, forestry, horticultural and other related services. 40 Air transport services. 54 Printing, publishing and related services. 41 Supporting and auxiliary transport services; 55 Education services. travel agencies services. 42 Postal and telecommunications services. 56 Health and social work services. 43 Public utilities. 57 Sewage- and refuse-disposal services, sanitation and environmental services. 44 Insurance and pension funding services, 58 Membership organization services. except compulsory social security services and insurance-related services. 45 Services auxiliary to financial intermediation. 59 Recreational, cultural and sporting services. 46 Real estate services. 60 Miscellaneous services. 47 Hire services of machinery and equipment and 61 Private households with employed persons. of personal and household goods. 48 Computer and related services. 62 Services provided by extra-territorial organizations and bodies. NOTE The European Commission’s CPV codes associated with Procurement Activity Sectors and the related subsectors can be found in table D.2. #

2 Description

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SANS 10403:2003 Edition 1 Table C.2 ― Procurement Activity Sectors (expanded) 1

2

3

PROCUREMENT ACTIVITY SECTOR NO.

CPV CODE

1

01000000-7

2

02000000-4

3

05000000-5

4

10000000-3

5

11000000-0

6

12000000-7

7

13000000-4

8

14000000-1

9

15000000-8

4

5 PROCUREMENT ACTIVITY SUBSECTORS

DESCRIPTION

CPV CODE SUPPLIES CONTRACTS Agricultural, horticultural, 01100000-8 hunting and related products. 01200000-9 01300000-0 01900000-6 Products of the forestry 02100000-5 and logging industry. 02300000-7 02400000-8 02500000-9 Fish, fishing products and 05100000-6 other by-products of the 05200000-7 fishing industry. 05300000-8 05400000-9 Coal, lignite, peat and 10100000-4 other coal-related 10200000-5 products. 10300000-6 Crude petroleum, natural 11100000-1 gas, oil and associated 11200000-2 products. 11300000-3 Uranium and thorium ores. 12100000-8 12200000-9 Metal ores. 13100000-5 13200000-6 13300000-7 Mining, quarrying and 14100000-2 other associated products. 14200000-3 14300000-4 14400000-5 14500000-6 Food products and 15100000-9 beverages. 15200000-0 15300000-1 15400000-2 15500000-3 15600000-4

10

16000000-5

Tobacco, tobacco goods and supplies.

11

17000000-2

Textiles and textile articles.

12

18000000-9

Clothing and footwear.

13

19000000-6

Leather and leather products.

14

20000000-6

Wood, wood products, cork products, basketware and wickerwork.

15700000-5 15800000-6 15900000-7 16100000-6 16200000-7 16300000-8 17100000-3 17200000-4 17300000-5 17400000-6 18100000-0 18200000-1 18300000-2 18400000-3 18500000-4 18600000-5 18700000-6 19100000-7 19200000-8 19300000-9 20100000-7 20200000-8 20300000-9

DESCRIPTION Crops, products of market gardening and horticulture. Live animals and animal products. Products of mixed farming. Agricultural supplies. Wood. Cork. Forestry products. Tree-nursery products. Fish. Crustaceans. Aquatic products. By-products of the fishing industry. Coal and coal-based fuels. Lignite and peat. Coal-related products. Crude petroleum. Natural gas. Bituminous or oil shale. Uranium ores. Thorium ores. Iron ores. Non-ferrous metal ores. Miscellaneous ores. Stone construction materials. Sand and clay. Chemical and fertilizer minerals. Salt and pure sodium chloride. Related mining and quarrying products. Animal products, meat and meat products. Prepared and preserved fish. Fruit, vegetables and related products. Animal or vegetable oils and fats. Dairy products. Grain mill products, starches and starch products. Animal feedstuffs. Miscellaneous food products. Beverages. Tobacco goods. Tobacco. Tobacconist supplies. Textile fabrics and related items. Textile articles. Textile yarn and thread. Textile waste. Workwear. Outerwear. Garments. Special clothing and accessories. Leather clothes. Furs and articles of fur. Second-hand clothing. Leather. Leather articles, luggage and saddlery. Footwear. Sawn wood. Wooden sheets and veneers. Builders' wood joinery and carpentry.

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SANS 10403:2003 Edition 1 1

2

3

PROCUREMENT ACTIVITY SECTOR NO.

CPV CODE

15

21000000-3

16

22000000-0

17

23000000-7

18

24000000-4

19

25000000-1

20

26000000-8

21

27000000-5

22

28000000-2

23

29000000-9

4

5 PROCUREMENT ACTIVITY SUBSECTORS

DESCRIPTION

CPV CODE DESCRIPTION SUPPLIES CONTRACTS 20400000-0 Wooden containers, pallets, boxes and other containers. 20500000-1 Articles of wood and cork. Various types of pulp, 21100000-4 Pulp, paper and paperboard. paper and paper products. 21200000-5 Paper or paperboard articles. Various types of printed 22100000-1 Printed books, brochures and leaflets. matter and articles for 22200000-2 Newspapers, journals, periodicals and printing. magazines. 22300000-3 Postcards, greeting cards and other printed matter. 22400000-4 Stamps, cheque forms, banknotes, stock certificates, trade advertising material, catalogues and manuals. 22500000-5 Printing plates or cylinders or other media for use in printing. 22800000-8 Paper or paperboard registers, account books, binders, forms and other articles of printed stationery. 22900000-9 Miscellaneous printed matter. Petroleum products and 23100000-8 Refined petroleum products. fuels. 23200000-9 Natural gases. 23300000-0 Miscellaneous petroleum products. Chemicals, chemical 24100000-5 Chemicals. products and man-made 24200000-6 Agro-chemical products. fibres. 24300000-7 Paints, varnishes, printing ink and mastics. 24400000-8 Pharmaceutical and medical chemical products. 24500000-9 Glycerol, soaps, detergents, cleaning and polishing preparations, perfumes and toilet preparations. 24600000-0 Explosives and fine chemical products. 24700000-1 Man-made fibres. 24800000-2 Various chemical products. Rubber, plastic and film 25100000-2 Rubber products. products. 25200000-3 Plastic products. 25300000-4 Film products. Non-metallic mineral 26100000-9 Glass and glass products. products. 26200000-0 Non-refractory ceramic goods and refractory ceramic products. 26900000-7 Miscellaneous non-metallic mineral products. Basic metals and 27100000-6 Basic metals. associated products. 27200000-7 Tubes. 27300000-8 Iron and steel products. 27400000-9 Precious metals and metals clad with precious metals. 27500000-0 Aluminium and aluminium products. 27600000-1 Lead, zinc and tin products. 27700000-2 Copper products. 27800000-3 Non-ferrous metal products. Fabricated products and 28100000-3 Structural metal products. materials. 28200000-4 Metal tanks, reservoirs and containers; centralheating radiators and boilers. 28300000-5 Nuclear reactors and parts. 28400000-6 Cable, wire and related products. 28500000-7 Miscellaneous fabricated metal products and related items. 28600000-8 Cutlery, tools, locks, keys and hinges. 28700000-9 Fasteners, chain and springs. 28800000-0 Construction materials and associated items. Machinery, equipment, 29100000-0 Machinery for the production and use of appliances, apparatus and mechanical power. associated products. 29200000-1 General-purpose machinery. 29300000-2 Agricultural, horticultural and forestry machinery. 29400000-3 Machine tools.

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SANS 10403:2003 Edition 1 1

2

3

PROCUREMENT ACTIVITY SECTOR NO.

CPV CODE

24

30000000-9

25

31000000-6

4

5 PROCUREMENT ACTIVITY SUBSECTORS

DESCRIPTION

CPV CODE SUPPLIES CONTRACTS 29500000-4 29600000-5 29700000-6 29800000-7 Office and computing 30100000-0 machinery, equipment and supplies. 30200000-1 Electrical machinery, 31100000-7 apparatus, equipment and 31200000-8 consumables. 31300000-9 31400000-0 31500000-1 31600000-2 31700000-3

26

32000000-3

Radio, television, communication, telecommunication and related equipment and apparatus.

32100000-4 32200000-5 32300000-6

27

33000000-0

28

34000000-7

29

35000000-4

Medical and laboratory devices, optical and precision devices, watches and clocks, pharmaceuticals and related medical consumables. Motor vehicles, trailers and vehicle parts.

Transport equipment.

30

36000000-1

Manufactured goods, furniture, handicrafts, special-purpose products and associated consumables.

31

37000000-8

32

40000000-2

Recovered secondary raw materials. Electricity, gas, nuclear energy and fuels, steam, hot water and other sources of energy.

33

41000000-9

Collected and purified water and water distribution.

32400000-7 32500000-8 33100000-1 33200000-2 33300000-3 33400000-4 33500000-5 34100000-8 34200000-9 34300000-0 34400000-1 35100000-5 35200000-6 35300000-7 35400000-8 36100000-2 36200000-3 36300000-4 36400000-5 36500000-6 36600000-7 36700000-8 36800000-9 36900000-0 37100000-9 37200000-0 40100000-3 40200000-4 40300000-5 40400000-6 40500000-7 41100000-0 41200000-1

DESCRIPTION Special-purpose machinery and parts. Weapons, ammunition and associated parts. Domestic appliances. Miscellaneous equipment. Office machinery, equipment and supplies except computers. Computer equipment and supplies. Electric motors, generators and transformers. Electricity distribution and control apparatus. Insulated wire and cable. Accumulators, primary cells and primary batteries. Lighting equipment and electric lamps. Electrical equipment and apparatus. Electronic, electromechanical and electrotechnical supplies. Electronic valves, tubes and electronic components. Transmission apparatus for radiotelephony, radiotelegraphy, radio broadcasting and television. Television and radio receivers, and sound or video recording or reproducing apparatus. Networks. Telecommunications equipment and supplies. Medical devices. Instruments and appliances for measuring, checking, testing and navigating. Industrial process control equipment. Optical instruments. Horological instruments. Motor vehicles. Vehicle bodies, trailers or semi-trailers. Parts and accessories for vehicles and their engines. Motorcycles, bicycles and sidecars. Ships and boats. Railway and tramway locomotives and rolling stock and associated parts. Aircraft and spacecraft. Miscellaneous transport equipment. Furniture. Jewellery and related articles. Musical instruments and parts. Sports goods and equipment. Games and toys; fairground amusements. Miscellaneous manufactured and other goods. Consumables and consumer goods. Handicraft and art supplies. Special-purpose product. Recovered secondary metal raw materials. Recovered secondary non-metal raw materials. Electricity. Manufactured gas. Steam, hot water and associated products. Solar energy. Nuclear fuels. Natural water. Water distribution.

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SANS 10403:2003 Edition 1 1

2

3

PROCUREMENT ACTIVITY SECTOR NO.

CPV CODE

34

35

50000000-5

36

52000000-9

37

55000000-0

38

60000000-8

39

61000000-5

40

62000000-2

41

63000000-9

42

64000000-6

43

65000000-3

DESCRIPTION

4

5 PROCUREMENT ACTIVITY SUBSECTORS

CPV CODE SUPPLIES CONTRACTS

DESCRIPTION

ENGINEERING AND CONSTRUCTION WORKS CONTRACTS Engineering and General building Construction work. Civil engineering Electrical and Mechanical Process plant Specialised works SERVICES CONTRACTS Repair, maintenance and 50100000-6 Repair, maintenance and associated services of installation services. vehicles and related equipment. 50200000-7 Repair, maintenance and associated services related to aircraft, railways, roads and marine. 50300000-8 Repair, maintenance and associated services related to personal computers, office equipment, telecommunications and audio-visual equipment. 50400000-9 Repair and maintenance services of medical and precision equipment. 50500000-0 Repair and maintenance services for pumps, valves, taps and metal containers, plant and machinery. 50700000-2 Repair and maintenance services related to buildings. 50800000-3 Miscellaneous repair and maintenance services. 50900000-4 Installation services. Retail trade services. 52100000-0 Retail trade services of food products. 52200000-1 Retail trade services of beverages. 52300000-2 Retail trade services of furniture. 52400000-3 Retail trade services of clothing. 52500000-4 Retail trade services of construction materials. 52600000-5 Retail trade services of printed matter. 52700000-6 Retail trade services of office items. 52800000-7 Retail trade services of horticultural products. 52900000-8 Retail trade services of medical products. Hotel and restaurant 55100000-1 Hotel services. services. 55300000-3 Restaurant and food-serving services. 55400000-4 Beverage-serving services. 55500000-5 Canteen and catering services. Land transport services and 60100000-9 Land transport services. transport via pipeline 60200000-0 Pipeline transport services. services. Water transport services. 61100000-6 Passenger transport services by water. 61200000-7 Transport by water of freight. 61300000-8 Cable-laying ship services. 61400000-9 Shipping operations Air transport services. 62100000-3 Scheduled air transport services. 62200000-4 Non-scheduled air transport services. 62300000-5 Space transport services. Supporting and auxiliary 63100000-0 Cargo handling and storage services. transport services; travel 63200000-1 Support services for land transport. agencies services. 63300000-2 Support services for water transport. 63400000-3 Support services for air transport. 63500000-4 Travel agency, tour operator and tourist assistance services. 63600000-5 Logistics services. Postal and 64100000-7 Post and courier services. telecommunications 64200000-8 Telecommunications services. services. Public utilities. 65100000-4 Water distribution and related services. 65200000-5 Gas distribution and related services. 65300000-6 Electricity distribution and related services.

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SANS 10403:2003 Edition 1 1

2

3

PROCUREMENT ACTIVITY SECTOR NO.

CPV CODE

44

66000000-0

45

67000000-7

46

70000000-1

47

71000000-8

48

72000000-5

49

73000000-2

50

74000000-9

51

75000000-6

52

76000000-3

53

77000000-0

54

78000000-7

4

5 PROCUREMENT ACTIVITY SUBSECTORS

DESCRIPTION

CPV CODE DESCRIPTION SUPPLIES CONTRACTS 65400000-7 Other sources of energy supplies and distribution. 65500000-8 Meter reading service. Insurance and pension 66100000-1 Pension funding services. funding services, except 66200000-2 Life insurance services. compulsory social security 66300000-3 Non-life-insurance services. services and insurancerelated services. Services auxiliary to 67100000-8 Services auxiliary to financial intermediation, financial intermediation. except to insurance and pension funding. 67200000-9 Services auxiliary to insurance and pension funding. 67300000-0 Brokerage services. Real estate services. 70100000-2 Real estate services with own property. 70300000-4 Real estate agency services on a fee or contract basis. Hire services of machinery 71100000-9 Hire of personal and household goods. and equipment and of 71200000-0 Hire of transport equipment. personal and household 71300000-1 Hire of machinery and equipment other than goods. transport equipment. Computer and related 72100000-6 Hardware consultancy services. services. 72200000-7 Software programming and consultancy services. 72300000-8 Data services. 72500000-0 Computer-related services. Research and development 73100000-3 Research and experimental development services. services. 73200000-4 Research and development consultancy services. 73300000-5 Design and execution of research and development. Architectural, construction, 74100000-0 Legal, accounting, auditing, business, legal, accounting and management and related services. business services. 74200000-1 Architectural, engineering, construction and related technical consultancy services. 74300000-2 Testing, inspection, analysis, monitoring and control services. 74400000-3 Advertising and marketing services. 74500000-4 Labour recruitment and provision of personnel services. 74600000-5 Investigation and security services. 74700000-6 Cleaning services. 74800000-7 Miscellaneous business and business-related services. Administration, defence and 75100000-7 Administration services. social security services. 75200000-8 Provision of services to the community. 75300000-9 Compulsory social security services. Services related to the oil 76100000-4 Professional services for the gas industry. and gas industry. 76200000-5 Professional services for the oil industry. 76300000-6 Drilling services. 76400000-7 Rig-positioning services. 76500000-8 Onshore and offshore services. Agricultural, forestry, 77100000-1 Agricultural services. horticultural and other 77200000-2 Forestry services. related services. 77300000-3 Horticultural services. 77400000-4 Zoological services. 77500000-5 Animal husbandry services. 77600000-6 Hunting services. 77700000-7 Services incidental to fishing. Printing, publishing and 78100000-8 Printing services. related services. 78200000-9 Services related to printing. 78300000-0 Publishing services. 78400000-1 Subscription services.

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SANS 10403:2003 Edition 1 1

2

3

PROCUREMENT ACTIVITY SECTOR NO.

CPV CODE

4

5 PROCUREMENT ACTIVITY SUBSECTORS

DESCRIPTION

CPV CODE SUPPLIES CONTRACTS Education services. 80100000-5 80200000-6 80300000-7 80400000-8 Health and social work 85100000-0 services. 85200000-1 85300000-2 Sewage- and refuse-disposal 90100000-8 services, sanitation and environmental services. 90200000-9 90300000-0 Membership organization 91100000-5 services. 91200000-6 91300000-7

55

80000000-4

56

85000000-9

57

90000000-7

58

91000000-4

59

92000000-1

Recreational, cultural and sporting services.

60

93000000-8

Miscellaneous services.

61

95000000-2

62

99000000-0

Private households with employed persons. Services provided by extraterritorial organizations and bodies.

92100000-2 92200000-3 92300000-4 92400000-5 92500000-6 92600000-7 93100000-9 93200000-0 93300000-1 93400000-2 93500000-3 93600000-4 93700000-5 93900000-7 95100000-3 99100000-1

DESCRIPTION Primary education services. Secondary education services. Higher education services. Adult and other education services. Health services. Veterinary services. Social work and related services. Sewage and refuse collection and disposal services. Sanitation and related services. Environmental and ecological services. Services furnished by business, professional and specialist organizations. Services furnished by trade unions. Miscellaneous membership organizations services. Motion picture and video services. Radio and television services. Entertainment services. News-agency services. Library, archives, museums and other cultural services. Sporting services. Washing and dry-cleaning services. Hairdressing and beauty treatment services. Physical well-being services. Accommodation and office services. Civic-amenity services. Marine services. Funeral and related services. Various services. Services of commercial and industrial workers. Services specific to international organizations and bodies.

NOTE 1 CPV codes have 9 digits; the ninth digit being a digit to check if the other eight are correct. The first two digits establish the division. The six other digits represent one level of classification. The higher the number of code within a division (i.e. numbers with more zeros) the more general the description. NOTE 2 The full set of CPV codes can be downloaded from http://simap.eu.int

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SANS 10403:2003 Edition 1

Annex D (informative)

Items which should be addressed in the scope of work D.1

Engineering and construction works contracts

D.1.1 The topics tabulated in table D.1 are recommended for inclusion in the scope of work of engineering and construction works. Some of the topics may not be required where use is made of standards for construction and management requirements, or a generic management specification issued by a particular employer, as these documents may adequately cover these topics. Likewise, the use of certain forms of contract and the adoption of some contracting strategies may obviate the necessity for some of the headings. D.1.2 The list of topics should serve as a checklist for those compiling the scope of work to ensure that all requirements are stated. NOTE The headings follow general project management practice, namely Engineering – Procurement - Construction – Management.

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SANS 10403:2003 Edition 1 Table D.1 ― Topics which should be considered in the development of the scope of work for engineering and construction works contracts 1

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3 COMMENTARY

TOPIC ASPECT DESCRIPTION OF THE WORKS Employer’s objectives Overview of the works

-

Extent of the works

-

Location of the works

-

Temporary works

-

ENGINEERING Design services and activity matrix

-

Employer’s design Design brief

-

Drawings

-

Design procedures

-

PROCUREMENT Preferential procurement procedures

Subcontracting

Requirements Resource standard pertaining to targeted procurement Scope of mandatory subcontract works Preferred subcontractors / suppliers Subcontracting procedures Attendance on subcontractors

Describe the employer’s objectives for the delivered end product or the project. Provide a short description of the works, its purpose, etc, including all necessary temporary works in addition to those designed by the employer. Provide a brief outline of the scope of work. Ensure that all operations, particularly those requiring special attention, are listed. State the place where the works are to be provided and provide numbers of drawings that describe its location. Briefly describe the temporary works, as relevant, i.e. what they are and where they are located, and how they are to be dealt with upon completion. Identify responsibilities for design and related documentation: Example Works designed by, per design stage: Concept, feasibility and overall process Employer Basic engineering and detail layouts to tender stage Employer Final design to approved for construction stage Employer Temporary works Contractor Preparation of as-built drawings Contractor Describe the extent of the employer’s design, if any. Where the contractor is responsible for the design, provide a comprehensive design brief which includes employer preferences, examples of requirements and mandatory requirements, all constraints including size and space limitations and performance standards that set out both user and technical requirements in general terms, the levels of required performance for all attributes and the means by which compliance can be evaluated. State requirements for drawings to be prepared by contractor and list all drawings prepared by the employer. Establish design procedures where the contractor is responsible for the design which as a minimum sets out: interfaces with existing structures, plant etc; any temporary works requirements, if any, e.g. specialized items of equipment; design integration before and during construction; procedures for all necessary approvals; special procedures e.g. environmental; design change procedures; and record keeping and tracking of documents. State requirements appropriate to the methodology and procedures which are to be followed. (See Annex A of SANS 10396:2003) Make reference to Preference Schedules, if any. State the number, title, part, and edition of targeted procurement standards applicable to the contract and all data, variations and definitions required e.g. definitions of target groups, weighting factors, etc. (Refer to SANS 10396 for specific guidance) Describe work which the contractor is to subcontract to nominated, selected or specialist subcontractors. List approved domestic subcontractors and suppliers, as necessary. State specific procedures relating to the selection and appointment of subcontractors including requirements for subcontract documents, as necessary. State requirements for attendance on nominated and other subcontractors.

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SANS 10403:2003 Edition 1

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TOPIC ASPECT DESCRIPTION OF THE WORKS CONSTRUCTION Works specifications

Applicable SANS standards Applicable national and international standards Particular/generic specifications

Certification by recognized bodies Agrément certificates Plant and materials

Construction Equipment Existing services

Plant and materials supplied by the employer Materials, samples and shop drawings Requirements for equipment Equipment provided by the employer Known services Treatment of existing services Use of detection equipment for the location of underground services. Damage to services Reinstatement of services and structures damaged during construction

State the number, title, part and edition of the standard(s) for construction works applicable to the contract and all associated specification data. List all applicable national and international standards and all values pertaining to specific attributes relating thereto. Include or make reference to particular (purpose-written for the project or specifications of the contracting authority) which are applicable to the works: Such specifications should be drafted such that they: - contain acceptance procedures to enable compliance to be determined; - specify requirements uniquely and unambiguously; - set out requirements for items by describing both their physical and functional characteristics in a comprehensive manner; - state what is to be provided and not how it is to be provided. Such specifications should not contain particulars relating to measurement and payment, i.e. matters pertaining to the Pricing Data. State which institutions may certify items for inclusion in the works and building systems e.g. Agrément Board of South Africa. State requirements for the use of alternative materials, which are the subject of an Agrément certificate, requirements for providing Agrément certificates (see w.w.w. agrement.co.za.) Provide details of all plant “free issue” and materials and state procedures associated therewith. State requirements for proof of compliance with materials specifications, samples of materials and finishes, shop drawings required to amplify the designs of aspects of the works, use of proprietary materials, etc. State minimum requirements for equipment as necessary. Provide details of equipment made available for use by the contractor and set out conditions relating thereto. Describe known services making reference to drawings containing known services and state requirements for locating, marking and recording such services. State requirements for the treatment of existing services i.e. their termination, diversion or continued use, either temporarily or permanently, and set out the procedures relating thereto. State requirements, as necessary, for the use and availability of detection equipment for the location of underground services.

State responsibility for damage to services, known and unknown, and requirements for working in close proximity to services etc. State requirements and reinstatement procedures for the notification and repair of damage to services, penalties applicable to the damage of services, etc.

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SANS 10403:2003 Edition 1

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TOPIC ASPECT DESCRIPTION OF THE WORKS Site establishment Services and facilities provided by the employer

Facilities provided by the contractor

Storage and laboratory facilities Other facilities and services Vehicles and equipment Advertising rights Notice boards Site usage

-

Permits and way leaves

-

Alterations, additions, extensions and modifications to existing works

-

Inspection of adjoining properties

-

Water for construction purposes Survey control and setting out of the works

-

State the facilities and the services which are to be provided by the employer subject to the contractor accepting that the employer is unable to guarantee they will be available at all times and always in the form or location stated: -water: location, quality, approximate pressure, source, etc -electricity: location, phase, source, etc -telecommunication services: location of lines, etc -ablution facilities: nature and location -accommodation: nature and location -medical / first aid facilities: nature and location -fire protection services: nature and location -other: describe as appropriate. State requirements, as necessary, for the contractor to: -hook up to, and distribute water, electricity and telecommunication services; -provide stand-by or back up for each service or facility the employer may provide, in the event of its interruption or failure; -clear up and make good when the service or facility is no longer required, leave the employer’s facilities in the condition they were before the contractor first made use of them, fair wear and tear excepted, and -continuously clear and dispose of waste and surplus materials to maintain the site in a tidy state. State requirements for facilities to be provided by the contractor such as construction camps, offices and workshops facilities for the due and proper fulfilment of the contract and those facilities for use by the employer and his agents. Also state what happens to these facilities upon completion of the contracts. Set out constraints, if any, as to the location by the contractor of such facilities on the site and requirements for drawings of site facilities, as necessary. State requirements for storage and laboratory facilities. State requirements for all other temporary facilities necessary for providing the works which are not provided by the employer including power, water, telecommunications, security services, medical, fire protection, sanitation and toilets, waste disposal. State requirements for vehicles, computers, survey and testing equipment, office furniture etc for the use of the employer and his agents. Establish the rights relating to advertisements. State requirements, if any, for notice boards e.g. size, content, placing, design, timing for removal etc, including those in respect of all types of subcontractors. State restrictions, if any, placed on the contractor and his subcontractors. Provide information on permits and way leaves obtained by employer from authorities and state requirements for the contractor to obtain permits and way leaves from authorities. State requirements for the contractor to satisfy himself that the dimensional accuracy, alignment, levels and setting out of existing structures or components thereof are compatible with the proposed works and procedures for notifying the employer’s representative where this is not the case. Also state procedures for dealing with the detection of defects in work previously executed that will impact on the works. State requirements for the inspection with the owners of adjacent buildings and properties and representatives of local authorities before commencing with the works that have the potential to damage surrounding buildings and property. State arrangements for procuring, transporting, storing, distributing and applying the water needed for construction purposes. Provide information on survey controls established by the employer, if any, and state requirements for survey control and the setting out of the works.

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SANS 10403:2003 Edition 1

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TOPIC ASPECT DESCRIPTION OF THE WORKS MANAGEMENT Management of the Applicable SANS works standards Particular /Generic specifications Planning and programming Sequence of the works Software application for programming Methods and procedures

Quality plans and control Environment

Accommodation of traffic on public roads occupied by the contractor

State the number, title, part and standards applicable to the contract and all associated specification data. Make reference to particular (purpose-written) or generic (inhouse) specifications prepared by the employer applicable to the contract. State requirements for format of programme, level of detail, critical path activities and their dependencies, frequency of updating, etc. Provide particulars of phased completion, programme constraints, milestone dates for completion etc, as necessary. State requirements for sequence of the works if so required. State any requirements. State requirements, restrictions and / or procedures in respect of: the way in which work is to be executed when buildings are occupied; the cleanliness of the site; protection of trees and shrubs; blasting operations; the location of borrow pits, disposal of excess materials, deposition of materials, etc in earthworks activities; work on or adjacent to structures, railway lines, pipelines, roads, cables etc; the management and disposal of water on the site arising from whatever cause; access, roads, maintenance of accesses and walkways; cooperation with others on the site; existing premises and adjoining properties; dealing with underground and other existing services, cable and pipe trenches and covers; dealing with objects of historical or environmental interest; title to materials from excavation and demolition; site records; hours of work; rules and conduct in respect of the personnel of the contractor and his subcontractors; noise, dust, water, waste and other impediments; checking work of others; access for other contractors; giving notice of work to be covered up; scaffolding and temporary works; care of the works; plant and materials; establishing and removing equipment from the site; samples and mock ups; progress photographs; maintenance until completion; plant codification (configuration management); training of operators; materials storage facilities and samples for tests and inspections to be provided; etc. State requirements for quality plans and when they are to be provided. Also state requirements for quality control, samples of workmanship, etc. State requirements and / or constraints pertaining to the minimizing of dust nuisance, noise levels, pollution of streams, and inconvenience to, or interference with the public or others arising out of the execution of the works. Also state any constraints to construction contained in environmental impact studies. State requirements for safety, clearances, temporary deviations, access to properties, temporary traffic control facilities, etc.

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SANS 10403:2003 Edition 1

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TOPIC ASPECT DESCRIPTION OF THE WORKS Other contractors on site Testing, completion, commissioning and correction of defects

Recording of weather Format of communications Key personnel

Management meetings Forms for contract administration Electronic payments Daily records Bonds and guarantees Payment certificates Permits

Health and safety

Proof of compliance with the law Insurance provided by the employer Health and safety requirements and procedures Protection of the public Barricades and lighting

Identify other contractors who may be employed on or near the site and are not included in the contract. Establish which parts of the site they will occupy and for what periods. State requirements and / or procedures for use of the works before completion has been certified, handover / beneficial occupation, precommissioning and commissioning of the works or part thereof, before and after completion, certifying completion, start-up; operation of the works; special arrangements associated with operating plant and machinery, etc., training and technology transfer, take over, operational maintenance (if any), after completion, work which contractors may carry out after completion has been certified (in addition to correcting defects), and arranging access for correction of defects. State requirements for the recording and gathering of weather data. State formats of different types of communications (e.g. site instructions, requests for inspections) and attach pro formas of such documents, as necessary, to the end of the scope of work. State requirements for a schedule of key personnel / schedule of contact particulars of key personnel, if required, and state when the schedule is to be submitted to the employers' representative. Attach pro formas of such documents to the end of the scope of work. Provide particulars of times, days, location, attendance requirements, etc, as required and state requirements for representatives having the necessary delegated authority in respect of aspects such as planning, change management and health and safety. State requirements, if any, for use of standard forms for contract administration purposes and attach pro formas of such documents to the end of the scope of work. Also state if forms are available in electronic format. State details required / procedures to obtain electronic payments, as relevant. State requirements for daily records of resources (people and equipment employed) / site diaries in respect of work performed on the site and where such documents are to be held. State number of copies and the place where bonds and guarantees are to be lodged. State the place where bonds and guarantees can be collected when they are released in accordance with the contract. State requirements for substantiation of claims in payment certificates to expedite verification and certification by employer’s representative. State requirements for contractor’s staff to have security / entrance permits, etc. State specific documents / methods by which compliance with any legislation is to be verified, as necessary. State where copies of insurance effected by the employer may be obtained. Establish health and safety requirements and make reference to health and safety specifications, any contract between the contractor and employer, schedules, etc. Also state when such documents are to be submitted to the employer's representative. Attach pro formas of such documents to the end of the scope of work. State requirements for the erection, maintenance and removal upon completion of hoardings with gantries, fans, safety screens, barriers, access gates, covered gangways, etc. as necessary for the enclosure of the works or portions thereof. State requirements for barriers, hoardings, access gates, fences, access gangways and hand-railing, weather protection, temporary lighting and anything else necessary for the security, protection, and safety of the public, employees of the contractor and others.

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SANS 10403:2003 Edition 1

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TOPIC ASPECT DESCRIPTION OF THE WORKS MANAGEMENT Traffic control on roads Measures against disease and epidemics Aids awareness ANNEXES Annexes

D.2

(List by title)

State safety requirements and procedures where the contractor has occupation of public and private roads. State requirements for measures to be taken to prevent the spread of diseases and epidemics. State requirements for aids awareness campaigns, counselling, etc. Attach other data sheets, completed returnable schedules, pro forma documents, particular specifications, drawings, sketches, etc. that are referred to in this document.

Services contracts

The topics tabulated in table D.2 are recommended for inclusion in the scope of work of services contracts. The topics should serve as a checklist for those compiling the scope of work to ensure that all requirements are stated.

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SANS 10403:2003 Edition 1 Table D.2 ― Topics which should be considered in the development of the scope of work for services contracts 1

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TOPIC

COMMENTARY

Client’s / employer’s objectives

Describe the client’s / employer’s objectives for the services.

Description of the services

Provide a short description of the services and outline what the consultant is to provide.

Extent of the services

Provide a brief outline of the extent of services and key deliverables, as appropriate.

Use of reasonable skill and care

Identify the work for which the consultant is required to execise reasonable skill and care.

Co-operation with other services providers

Identify other service providers on the project and establish how interactions are to take place.

Brief

State, as necessary a) terms of reference, b) time frames for deliverables / milestone dates, c) place(s) for the performance of specific tasks, and d) reporting requirements.

Reference data

State the reports, surveys, agreements, etc. upon which the service provider is to base his brief, if any.

Applicable national and international standards

List all applicable national, regional and international standards and all values pertaining to specific attributes relating thereto.

Particular/Generic specifications

Attach or make reference to particular (purpose written) or generic (standard inhouse) specifications (purpose written for the project or specifications of the procuring department or professional associations) which are applicable to the services.

Approvals

Identify all those parties from whom the consultant has to obtain approvals and outline the procedures that are to be followed.

Procurement

State requirements appropriate to the methodology and procedures that are to be followed. (See Annex A of SANS 1O396:2003) Make reference to preference schedules, if any. State the number, title and edition of resource specifications applicable to the contract and all data and definitions required e.g. definitions of target groups, weighting factors, etc. (Refer to SANS 1O396 for specific guidance)

Access to land / buildings / sites

Describe arrangements for access to land / buildings / sites and any restrictions relating thereto.

Planning and programming

State requirements for format of programme, level of detail, critical path activities and their dependencies, frequency of updating, key dates, etc. Provide particulars of phased completion, programme constraints, milestone dates for completion etc., as necessary. List the activities to be carried out by the employer/client or by others which are to be included in the consultant’s programme.

Software application for programming

State any requirements.

Quality management

Briefly describe - what quality management systems the consultant will be required to operate, and - the intention of the employer / client in terms of the monitoring of quality management, who will carry out such monitoring (employer / client or agent) and if the monitoring forms part of a quality management system or will require only an occasional verification.

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SANS 10403:2003 Edition 1

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TOPIC

COMMENTARY

Format of communications

State formats of different types of communications and attach pro formas of such documents to the end of the scope of work. Also state requirements for the format of documents which are to be retained, eg microfilm, computer tapes / CDs or original form.

Key personnel

State requirements for a schedule of key personnel / schedule of contact particulars of key personnel, if required, and state when the schedule is to be submitted. Attach pro formas of such documents to the end of the scope of work.

Management meetings

Provide particulars of times, days, location, attendance requirements, etc., as required, and state requirements for representatives having the necessary delegated authority.

Forms for contract administration

State requirements, if any, for use of standard forms for contract administration purposes and attach pro formas of such documents at the end of the scope of work. Also state if forms are available in electronic format.

Electronic payments

State details required / procedures to obtain electronic payments, as relevant.

Daily records

State requirements for daily records of time spent.

Professional indemnity insurances

State number of copies and the place where policies are to be presented.

Payment certificates

State requirements for substantiation of claims in payment certificates to expedite verification and certification by employer’s / client’s representative.

Use of documents by the employer

State the purpose for which the employer / client will be using any documents provided by the consultant e.g., construction, maintenance, extension, rebuilding, etc.

Property provided for the Consultant’s use

List all property to be provided by the employer / client and others for the consultant's use.

Proof of compliance with the law

State specific documents / methods by which compliance with any legislation is to be verified, as necessary.

ANNEXES List by title

Provide data sheets, completed returnable schedules, pro forma documents, particular specifications, drawings, sketches etc. which are referred to in this document.

D.3 Supplies contracts The topics tabulated in table D.3 are recommended for inclusion in the scope of work of supplies contracts. The topics should serve as a checklist for those compiling the scope of work to ensure that all requirements are stated.

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SANS 10403:2003 Edition 1 Table D.3 ― Topics which should be considered in the development of the scope of work for supplies contracts 1

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TOPIC

COMMENTARY

Employer’s / purchaser’s objectives

Describe the employer’s / purchaser’s objectives for the supplies as delivered.

Overview of the required supplies

Provide a short description of the supplies.

Extent of the supplies

Provide a brief outline of the quantity, duration and nature of the supplies.

Applicable national and international standards

List all applicable national, regional and international standards and all values pertaining to specific attributes relating thereto.

Particular/Generic specifications

Include or make reference to particular (purpose-written for the project) or generic (standard specifications of the procuring department) specifications that are applicable to the supplies.

Specific requirements

State specific requirements, as necessary.

Delivery

Provide delivery details including information such as: - specific delivery requirements; - place of delivery; and - time for placing of orders and rate of delivery.

Certification by recognized bodies

State which institutions may certify acceptability of items.

Quality plans and control

State requirements for quality plans and when they are to be provided. State requirements for quality control, samples of items, etc.

Procurement

State requirements appropriate to the methodology and procedures that are to be followed. (See Annex A of SANS 1O396:2003) Make reference to preference schedules, if any. State the number, title, part and edition of targeted procurement standards applicable to the contract and all data, variations and definitions required e.g. definitions of target groups, weighting factors, etc. (Refer to SANS 1O396 for specific guidance.)

Format of communications

State formats of different types of communications (e.g. orders) and attach pro formas of such documents, to the end of the scope of work.

Forms for contract administration

State requirements, if any, for use of standard forms for contract administration purposes and attach pro formas of such documents, to the end of the scope of work.

Electronic payments

State details required / procedures to obtain electronic payments, as relevant.

Bonds and guarantees

State number of copies and the place where bonds and guarantees are to be lodged. State the place where bonds and guarantees can be collected when they are released in accordance with the contract.

Payment certificates

State requirements for substantiation of claims in payment certificates to expedite verification and certification by employer’s representative.

Insurance provided by the employer / supplier

State where copies of insurance effected by the employer / supplier may be obtained.

Health and safety requirements and procedures

Establish health and safety requirements and make reference to health and safety specifications, any contract between the contractor and employer, schedules, etc.. Also state when such documents are to be submitted to the employer's representative. Attach pro formas of such documents to the end of the scope of work.

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SANS 10403:2003 Edition 1

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TOPIC

COMMENTARY

ANNEXES (List by title)

Attach data sheets, completed returnable schedules, pro forma documents, particular specifications, drawings, sketches, etc. that are referred to in this document.

 Standards South Africa

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