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WORKBOOK FOR THE CALCULATION OF CONSULTING ENGINEER'S FEES IN TERMS OF THE


GUIDELINE FOR SERVICES AND FEES PUBLISHED BY ECSA AS AMENDED BY DPW
NOTES PERTAINING TO THE COMPLETION OF THE WORKBOOK.
GROUND RULES

One has to refer to the Letter of Invitation and the relevant published Guidelines for Engineering fees a
amended , and use a copy of the relevant Guidelines which has been marked up to show the revised F
scale to ensure that the correct fee scale is used.

Engineers deal with work contained in two main types of projects: Engineering and Multi-disciplinary.
Ensure that you select the correct fee calculator for the type of contract you are dealing with. Select on
"Engineering project" as the type of project if no principal agent and/or quantity surveyor is appointed o
project. Quantity surveyors are responsible for all bills of quantities for all disciplines on Multi-disciplina
projects.

The value of the works relating to a particular part of the project will have to include the relevant portion
the Preliminaries and CPA extracted from the project value and then allocated to each category value

In practice, the calculator calculates a Basic fee for a consultant based on the value of the works relatin
that particular discipline
The Basic fee for a consultant is proportioned between the different categories of work and then the
relevant fee factors applied to those types of the work.

The first portion of the fee calculator contains the amounts relating to a given discipline which have bee
extracted from a project and which is not subject to any factors.

If the project or contract consists entirely of the work comprising one discipline, then you use the entire
of the contract, allocating portions of the value to the relevant categories, otherwise, one must extract f
the project values, the value of the works relating to a particular discipline, and then allocate portions o
value to the various categories which will attract different fee factors.

In some cases more than one of the fee factor multipliers may have to be applied to the same portion o
works, and these factors have to be dealt with separately in the fee calculations.

Principal Agent: A separate fee will be calculated for such an appointment, because the fee is based on
value of the works (1% of the total value of the works). This procedure is NOT a fee factor multiplier to
applied to the basic fee. N/A

Only in case of engineering projects an amount not exceeding 6% of the basic fee and calculate
a time basis is allowed for the responsibilities of the "agent of the client" in accordance with the
OHSA. Only if the motivation of the consulting engineer for a larger fee is approved, may he be
more.

Only in case of engineering projects an amount of 7% of the basic fee is allowed for the executi
of targeted procurement.

Electronic engineering work is not a separate discipline but one combined with Electrical engineering w
The dates must be typed in as follows: dmmmyy i.e. "25aug05"
When typing amounts only type the value. No "R" in front and no spaces between the numbers.

PROCEDURE TO FOLLOW IN POPULATING THE WORKBOOK:


Start by opening the worksheet "Input Data"

Some comments or notes with arrows pointing to certain cells are displayed to guide the user, but they
not be printed.
Only coloured cells require input from the Consulting Engineer/Project manager

Access to any cells within the workbook, which do not require to be populated, have been protected - d
not try to access/open any uncoloured cells on any of the worksheets.

Populate all yellow coloured cells. Arrows, tab- or enter keys or mouse can be used to move around th
worksheet (i.e. to cells to which access are possible).

Certain cells will reflect Error-message in red bold type or #Div/0-messages. These will start to disapp
once the required cells have been populated with correct information. If such cells have been populate
with incorrect information, the Error-messages will remain. The #Div/0 will equally disappear as the
worksheets are populated - except in unused fields.
Input the dates in the following format: "ddmmmyy" (13sep11).

Certain cells will reflect Error-message in red bold type or #Div/0-messages. These will start to disappear once
required cells have been populated with correct information. If such cells have been populated with incorrect
information, the Error-messages will remain. The #Div/0 will equally disappear as the worksheets are populated
except in unused fields.

Open the disbursement worksheets one by one and populate them with the correct information. Please note tha
amounts previously claimed for disbursements must be added by hand at the end of each table. The total previo
payment must also be added by hand on the "Previous Payment" worksheet.

After all information has been entered into the workbook, set the print areas in each of the worksheets (File: Set
Area). Print Areas to cover all the data which is required to be printed for the purposes of the fee invoice submis
in each of the worksheets. Empty rows may be hided for the purpose of saving paper (otherwise a host of empt
rows and columns will be unnecessarily printed).

Finally open the relevant "invoice" worksheet, go to the "File" command on toolbar, choose "Print" - this will prin
final invoice. Do the same with the other data sheets which are then required to be appended to the invoice to b
presented to the Project manager.

This workbook makes provision for 36 payments. From experience this should be enough. If not, the matter mu
reported to the Firm, who can take same up with the designer/compiler of the workbook.

The sheets and formula fields in the calculators are protected so that one should just be able to enter the data a
assume that the results are correct

Project managers are advised to re-enter the data (at least for the Schedules) into their personal copies of the
spreadsheets to check the fee accounts, because the calculators used by other person might have been change
inadvertently!

THE FEE ACCOUNT

No fee account shall be submitted to the DPW Project Manager without all the relevant information and
documents as listed below attached and of which the examples and forms, form part this document :
Covering letter and TAX invoice - must be signed by a Principal/Director of the Consultant Firm
Summary of the Fee Claim: Annexure A3
Trip sheet: Annexure A5: Claims for Subsistence and Travelling. This form shall be completed by the
person during each trip.
A copy of the Appointment letter from the Client must be attached to the first fee account.

The completed Site Staff request and approval (PRM033: ) must be attached to each account when co
for Site Staff is claimed

The Record Drawings/As-Build's, must be attached to the final fee account as well as all drawings issu
during the contract

NOTE:
For any information, clarification or assistance please phone Ms Magda van Es at 012 452 0446 or 082 887 170
mail magda@virtualconsulting.co.za or Charles Beaurain @ 0823907612/0125676957

PLEASE READ THE NOTES (1st SHEET) BEFO


COMPLETE ALL YELLO

DPW FILE NUMBER:


WCS NUMBER
WCS CONTRACT NO
DRAWING NUMBER
TYPE OF PROJECT:

MULTI-DISCIPLINARY PROJECT

PENALTY APPLIED

No

SERVICE: DESCRIPTION
CONSULTANT NAME
POSTAL ADDRESS:
CONSULTANT OFFICE ADDRESS
TELEPHONE & FACSIMILE NUMBERS
E-MAIL ADDRESS
VAT REGISTRATION NO:
COMPANY REGISTRATION NUMBER
DATE APPOINTED :
FEES CODE (YEAR)

2013

Fee in accordance with the National Department of Public Works Scope of Engineering Se
Tariff of Fees for Persons Registered in terms of the Engineering Profession Act, 2000 (Ac
2000) dated 1 March 2013
TARIFF OF FEES TO APPLY :

PERCENTAGE OF FEE TENDERED

USE TIME BASED FEES

100

DATE OF INVOICE
CLAIM NO:
CONSULTANT'S REF. NUMBER :
INVOICE NO

INCEPTION

STAGE COMPLETED

CONSTRUCTION MONITORING ONLY

100%
N

ESTIMATED ENGINEERING FEES

305790205.xlsx: Input Data

02/25/2016

PLEASE READ THE NOTES (1st SHEET) BEFO


COMPLETE ALL YELLO

DPW FILE NUMBER:


WCS NUMBER

INCEPTION, PRELIMINARY DESIGN: CONCEPT AND VIABILITY, DETAIL


DESIGN, DOCUMENTATION AND PROCUREMENT STAGES, ALL VALUES
MUST INCLUDE RELEVANT PROPORTION OF P&G AND CPA DURING
CONSTRUCTION STAGE.
ESTIMATES OR TENDER VALUES?

ESTIMATES ONLY

1. VALUE OF WORK NOT AFFECTED BY ANY FACTORS


2. VALUE OF ALL ALTERATIONS TO EXISTING FACILITIES NOT AFFECTED BY ANY
FACTOR OTHER THAN 1.25.
3. VALUE OF DUPLICATES NOT AFFECTED BY ANY FACTOR OTHER THAN 0.25.
4. VALUE OF MASS CONCRETE FOUNDATIONS, BRICKWORK AND CLADDING NOT
AFFECTED BY ANY FACTOR OTHER THAN 0.33.
5. VALUE OF WORK IN DUPLICATED EXISTING FACILITIES NOT AFFECTED BY ANY
FACTORS OTHER THAN 0.25 AND 1.25 FACTORS.
6. VALUE OF MASS CONCRETE FOUNDATIONS, BRICKWORK AND CLADDING IN
EXISTING FACILITIES AFFECTED BY 0.33 AND 1.25 FACTORS ONLY
7. VALUE OF MASS CONCRETE FOUNDATIONS, BRICKWORK AND CLADDING IN
DUPLICATES AFFECTED BY 0.33 AND 0.25 FACTORS ONLY.
8. VALUE OF MASS CONCRETE FOUNDATIONS, BRICKWORK AND CLADDING IN
DUPLICATED EXISTING FACILITIES AFFECTED BY 0.33, 0.25, AND 1.25 FACTORS.
TOTAL VALUE OF ALL WORK BY THE ENGINEER APPROPRIATE TO CLAUSE 4.2.3
OF THE GAZETTE

CONTRACT ADMINISTRATION & INSPECTION AND CLOSE-OUT STAGES (INT


ALL VALUES MUST INCLUDE RELE
AND CPA
305790205.xlsx: Input Data

10

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PLEASE READ THE NOTES (1st SHEET) BEFO


COMPLETE ALL YELLO

DPW FILE NUMBER:


WCS NUMBER
1. VALUE OF ALL WORK COMPLETED, EXCLUDING VALUE OF WORK TO EXISTING FACILITIES

2. VALUE OF ALL ALTERATIONS TO EXISTING FACILITIES COMPLETED, AFFECTED BY THE 1.25 FA

TOTAL VALUE OF ALL WORK COMPLETED APPROPRIATE TO CLAUSE 4.2.3.(1) OF THE GAZETTE

305790205.xlsx: Input Data

11

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t SHEET) BEFORE STARTING TO POPULATE THE SHEET


ETE ALL YELLOW CELLS PLEASE !!!
STRUCTURAL ENGINEERING
MULTI-DISCIPLINARY PROJECT: 2013 NDPW FEES
DPW PROJECT MANAGER
TEL NO
CELL
FAX
B

E-MAIL ADDRESS

CODE
CODE
CELL PHONE NO

FACSIMILE NO:

CLIENT

<--ERROR

NATIONAL DEPARTMENT OF PU
WORKS

POSTAL ADDRESS
POST OFFICE

orks Scope of Engineering Services and


ring Profession Act, 2000 (Act No. 46 of
13

CODE
VAT REGISTRATION NO: NOT REGISTERED
OFFICE ADDRESS/
BUILDING NAME
STREET & NO

TOWN/CITY
CODE
TEL NO
FAX NO
FAX-TO-EMAIL

INCEPTION

N/A for INCEPTION, CONTRACT ADMINISTRATION or CLOSE-OUT STAGE

305790205.xlsx: Input Data

12

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t SHEET) BEFORE STARTING TO POPULATE THE SHEET


ETE ALL YELLOW CELLS PLEASE !!!
STRUCTURAL ENGINEERING
MULTI-DISCIPLINARY PROJECT: 2013 NDPW FEES
DPW PROJECT MANAGER
TEL NO

(A) ESTIMATED OR
TENDER VALUES
(STAGES 1 TO 4)

(B) ESTIMATED VALUE (D) FINAL MEASURED


FOR DESIGN FEES
VALUES INCL. CPA &
DURING
P&G (STAGE 6 ONLY)
CONSTRUCTION (STAGE
5)

LOSE-OUT STAGES (INTERIM PAYMENTS)


ES MUST INCLUDE RELEVANT PROPORTION OF P&G

305790205.xlsx: Input Data

13

(C) VALUE OF
COMPLETED WORK
(STAGE 5 & 6)

02/25/2016

t SHEET) BEFORE STARTING TO POPULATE THE SHEET


ETE ALL YELLOW CELLS PLEASE !!!
STRUCTURAL ENGINEERING
MULTI-DISCIPLINARY PROJECT: 2013 NDPW FEES
DPW PROJECT MANAGER
TEL NO

K TO EXISTING FACILITIES

ED, AFFECTED BY THE 1.25 FACTOR.

USE 4.2.3.(1) OF THE GAZETTE

305790205.xlsx: Input Data

14

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NG TO POPULATE THE SHEETS.


LEASE !!!

UCTURAL ENGINEERING

LINARY PROJECT: 2013 NDPW FEES


Version: 1.1 2014-07

NATIONAL DEPARTMENT OF PUBLIC


WORKS

NOT REGISTERED

ISTRATION or CLOSE-OUT STAGE

305790205.xlsx: Input Data

540,000.00

15

02/25/2016

NG TO POPULATE THE SHEETS.


LEASE !!!

UCTURAL ENGINEERING

LINARY PROJECT: 2013 NDPW FEES


Version: 1.1 2014-07

VALUE FOR
CALCULATION
PURPOSES

VALUE FOR
CALCULATION
PURPOSES

305790205.xlsx: Input Data

16

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NG TO POPULATE THE SHEETS.


LEASE !!!

UCTURAL ENGINEERING

LINARY PROJECT: 2013 NDPW FEES


Version: 1.1 2014-07

305790205.xlsx: Input Data

17

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PLEASE READ THE NOTES (1st SHEET) BEFO


COMPLETE ALL YELLO

DPW FILE NUMBER: A6089/002/9


WCS NUMBER 079867
WCS CONTRACT NO 0002
DRAWING NUMBER CE 56789/001/6
TYPE OF PROJECT:

MULTI-DISCIPLINARY PROJECT

PENALTY APPLIED

Yes

SERVICE: DESCRIPTION NELSPRUIT: New Police Station


CONSULTANT NAME John Engineer CC
POSTAL ADDRESS: P O Box 11111, Boksburg
CONSULTANT OFFICE ADDRESS Brightstar building 214, Peach str 1023, Boksburg
TELEPHONE & FACSIMILE NUMBERS 011 769 3456
E-MAIL ADDRESS je@telkom.net
VAT REGISTRATION NO: 1245603865
COMPANY REGISTRATION NUMBER 400-45678-10
DATE APPOINTED : 03-Apr-2012

2013

FEES CODE (YEAR)

Fee in accordance with the National Department of Public Works Scope of Engineering Se
Tariff of Fees for Persons Registered in terms of the Engineering Profession Act, 2000 (Ac
2000) dated 1 March 2013
TARIFF OF FEES TO APPLY :

PERCENTAGE BASED FEES

PERCENTAGE OF FEE TENDERED

100

DATE OF INVOICE 30-Nov-2012


CLAIM NO: 0001
CONSULTANT'S REF. NUMBER : ServiceDPW567/102
INVOICE NO DPW/001

STAGE COMPLETED
PERCENTAGE OF STAGE COMPLETED

CONSTRUCTION MONITORING ONLY


ESTIMATED ENGINEERING FEES

305790205.xlsx: Worked Example

18

CLOSE OUT
100%
N
R 3,000,000

02/25/2016

PLEASE READ THE NOTES (1st SHEET) BEFO


COMPLETE ALL YELLO

DPW FILE NUMBER: A6089/002/9


WCS NUMBER 079867

INCEPTION, PRELIMINARY DESIGN: CONCEPT AND VIABILITY, DETAIL


DESIGN, DOCUMENTATION AND PROCUREMENT STAGES, ALL VALUES
MUST INCLUDE RELEVANT PROPORTION OF P&G AND CPA DURING
CONSTRUCTION STAGE.
ESTIMATES OR TENDER VALUES?

TENDER VALUES

1. VALUE OF WORK NOT AFFECTED BY ANY FACTORS


2. VALUE OF ALL ALTERATIONS TO EXISTING FACILITIES NOT AFFECTED BY ANY
FACTOR OTHER THAN 1.25.
3. VALUE OF DUPLICATES NOT AFFECTED BY ANY FACTOR OTHER THAN 0.25.
4. VALUE OF MASS CONCRETE FOUNDATIONS, BRICKWORK AND CLADDING NOT
AFFECTED BY ANY FACTOR OTHER THAN 0.33.
5. VALUE OF WORK IN DUPLICATED EXISTING FACILITIES NOT AFFECTED BY
ANY FACTORS OTHER THAN 0.25 AND 1.25 FACTORS.
6. VALUE OF MASS CONCRETE FOUNDATIONS, BRICKWORK AND CLADDING IN
EXISTING FACILITIES AFFECTED BY 0.33 AND 1.25 FACTORS ONLY
7. VALUE OF MASS CONCRETE FOUNDATIONS, BRICKWORK AND CLADDING IN
DUPLICATES AFFECTED BY 0.33 AND 0.25 FACTORS ONLY.
8. VALUE OF MASS CONCRETE FOUNDATIONS, BRICKWORK AND CLADDING IN
DUPLICATED EXISTING FACILITIES AFFECTED BY 0.33, 0.25, AND 1.25 FACTORS.
TOTAL VALUE OF ALL WORK BY THE ENGINEER APPROPRIATE TO CLAUSE 4.2.3
OF THE GAZETTE

305790205.xlsx: Worked Example

19

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PLEASE READ THE NOTES (1st SHEET) BEFO


COMPLETE ALL YELLO

DPW FILE NUMBER: A6089/002/9


WCS NUMBER 079867

PAGE II OF INPUT DATA

CONTRACT ADMINISTRATION & INSPECTION AND CLOSE-OUT STAGES (INT


ALL VALUES MUST INCLUDE RE
P&G AND CPA
1. VALUE OF ALL WORK COMPLETED, EXCLUDING VALUE OF WORK TO EXISTING FACILITIES

2. VALUE OF ALL ALTERATIONS TO EXISTING FACILITIES COMPLETED, AFFECTED BY THE 1.25 F

TOTAL VALUE OF ALL WORK COMPLETED APPROPRIATE TO CLAUSE 4.2.3.(1) OF THE GAZETTE

305790205.xlsx: Worked Example

20

02/25/2016

st SHEET) BEFORE STARTING TO POPULATE THE SHEET


ETE ALL YELLOW CELLS PLEASE !!!
STRUCTURAL ENGINEERING
MULTI-DISCIPLINARY PROJECT: 2013 NDPW FEES
DPW PROJECT MANAGER Paul Mashinga
TEL 012 337 2345
CELL 082 699 3459
FAX 086 610 0300
B

E-MAIL ADDRESS paul.mashinga@dpw.gov.za


NO OF DAYS

RATE

30

lice Station

burg

CODE

14, Peach str 1023, Boksburg

CODE

CELL PHONE NO 082 344 6756

FACSIMILE NO:

CLIENT
0

NATIONAL DEPARTMENT OF PU
WORKS

POSTAL ADDRESS Private Bag X65


POST OFFICE PRETORIA

orks Scope of Engineering Services and


ering Profession Act, 2000 (Act No. 46 of
013

CODE 0001
VAT REGISTRATION NO: NOT REGISTERED
OFFICE ADDRESS/
Public Works House
BUILDING NAME
STREET & NO Pretorius Street 445

TOWN/CITY PRETORIA
CODE 0002
TEL NO 012 337 2000
FAX NO 012 337 3276
FAX-TO-EMAIL 086 666 0000

CLOSE OUT

N/A for INCEPTION or CONSTRUCTION & INCEPTION STAGE

305790205.xlsx: Worked Example

21

02/25/2016

st SHEET) BEFORE STARTING TO POPULATE THE SHEET


ETE ALL YELLOW CELLS PLEASE !!!
STRUCTURAL ENGINEERING
MULTI-DISCIPLINARY PROJECT: 2013 NDPW FEES
DPW PROJECT MANAGER Paul Mashinga
TEL 012 337 2345

(A) ESTIMATED OR
TENDER VALUES
(STAGES 1 TO 4)

(B) ESTIMATED VALUE (D) FINAL MEASURED


FOR DESIGN FEES
VALUES INCL. CPA &
DURING
P&G (STAGE 6 ONLY)
CONSTRUCTION (STAGE
5)

5,400,000.00 R

5,400,000.00

###

1,500,000.00 R

1,500,000.00

###

500,000.00 R

500,000.00

###

200,000.00 R

200,000.00

###

100,000.00 R

100,000.00

###

150,000.00 R

150,000.00

###

50,000.00 R

50,000.00

###

100,000.00 R

100,000.00

###

8,000,000.00 R

8,000,000.00

###

305790205.xlsx: Worked Example

22

02/25/2016

st SHEET) BEFORE STARTING TO POPULATE THE SHEET


ETE ALL YELLOW CELLS PLEASE !!!
STRUCTURAL ENGINEERING
MULTI-DISCIPLINARY PROJECT: 2013 NDPW FEES
DPW PROJECT MANAGER Paul Mashinga
TEL 012 337 2345

CLOSE-OUT STAGES (INTERIM PAYMENTS)


LUES MUST INCLUDE RELEVANT PROPORTION OF

RK TO EXISTING FACILITIES

(C) VALUE OF
COMPLETED WORK
(STAGE 5 & 6)

6,500,000.00

ETED, AFFECTED BY THE 1.25 FACTOR.

1,500,000.00

AUSE 4.2.3.(1) OF THE GAZETTE

8,000,000.00

305790205.xlsx: Worked Example

23

02/25/2016

NG TO POPULATE THE SHEETS.


PLEASE !!!

UCTURAL ENGINEERING

LINARY PROJECT: 2013 NDPW FEES


Version: 1.1 2014-07

Paul Mashinga

paul.mashinga@dpw.gov.za

500.00

1034
1002
011 769 3011

NATIONAL DEPARTMENT OF PUBLIC


WORKS
Private Bag X65
PRETORIA
0001
NOT REGISTERED
Public Works House
Pretorius Street 445
PRETORIA
0002
012 337 2000
012 337 3276
086 666 0000

R 540,000.00

305790205.xlsx: Worked Example

24

02/25/2016

NG TO POPULATE THE SHEETS.


PLEASE !!!

UCTURAL ENGINEERING

LINARY PROJECT: 2013 NDPW FEES


Version: 1.1 2014-07

Paul Mashinga

VALUE FOR
CALCULATION
PURPOSES

305790205.xlsx: Worked Example

5,400,000.00

1,500,000.00

500,000.00

200,000.00

100,000.00

150,000.00

50,000.00

100,000.00

8,000,000.00

25

02/25/2016

NG TO POPULATE THE SHEETS.


PLEASE !!!

UCTURAL ENGINEERING

LINARY PROJECT: 2013 NDPW FEES


Version: 1.1 2014-07

Paul Mashinga

VALUE FOR
CALCULATION
PURPOSES

305790205.xlsx: Worked Example

6,500,000.00

1,500,000.00

8,000,000.00

26

02/25/2016

TO

STRUCTURAL ENGINEER

DPW WCS NO:

000000

WCS CONTRACT NO 0000

SERVICE:
CLIENT NATIONAL DEPARTMENT OF PUBLIC WORKS
ADDRESS 0
OFFICE ADDRESS 0
BUILDING NAME 0
PROJECT MAN:

Tel

FROM:
CONSULTING ENG:
POSTAL ADDRESS:
OFFICE ADDRESS
VAT REGISTRATION NO: 0
COMPANY REGISTRATION NUMBER
DATE APPOINTED :

30-Dec-1899

CONSULTANT REF:

TARIFF OF FEES TO APPLY : USE TIME BASED FEES

INCEPTION

STAGE COMPLETED:

WORK NOT AFFECTED BY ANY FACTORS


ALTERATIONS TO EXISTING FACILITIES NOT AFFECTED BY ANY FACTOR OTHER THAN 1.25.
DUPLICATES NOT AFFECTED BY ANY FACTOR OTHER THAN .25.
MASS CONCRETE FOUNDATIONS, BRICKWORK AND CLADDING NOT AFFECTED BY ANY FACTOR OTHER THAN
DUPLICATED EXISTING FACILITIES AFFECTED BY 0.25 & 1.25 FACTORS ONLY.
MASS CONCRETE FOUNDATIONS, BRICKWORK & CLADDING IN EXISTING FACILITIES AFFECTED BY 0.33 & 1.25

MASS CONCRETE FOUNDATIONS, BRICKWORK & CLADDING IN DUPLICATES AFFECTED BY 0.33 & .25 FACTORS

MASS CONCRETE FOUNDATIONS, BRICKWORK & CLADDING IN DUPLICATED EXISTING FACILITIES AFFECTED B

TOTAL PERCENTAGE BASED FEES FOR INCEPTION, PRELIMINARY DESIG

FEES (b) CONTRACT ADMINISTRATION & INSPECTION AND CLOSE OUT STAGES
WORK NOT AFFECTED BY ANY FACTORS
ALTERATIONS TO EXISTING FACILITIES NOT AFFECTED BY ANY FACTOR OTHER THAN 1.25.
305790205.xlsx:
Stuct Eng Multidisc Tax Invoice

27

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TO

STRUCTURAL ENGINEER

DPW WCS NO:

000000

WCS CONTRACT NO 0000

SERVICE:
CLIENT NATIONAL DEPARTMENT OF PUBLIC WORKS

TOTAL PERCENTAGE BASED FEES FOR CO

% OF STANDARD FEES TENDERED FOR PRO

FEES (c ): TIME BASED


REPORT STAGE (If specifically appointed for this stage only )

Report: Time Based

CONSTRUCTION MONITORING & OTHER

Time Based fees: O

FEES (d): EXPENSES AND COSTS (DISBURSEMENTS)


SUBSISTENCE & TRAVELLING CHARGES
(Not applicable in case of a tender for professional services)
TYPING, DUPLICATING, COVERS & BINDERS & PRINTS
SITE STAFF CHARGES
SURVEY, SOIL TESTS AND OTHER CHARGES

PLUS VAT @

14%

AMOUNT DUE
CONSULTING ENGINEER

NAME: ________________________
SIGNATURE:

for OFFICE use only:

ACCOUNTANT: ___________________________
CERTIFIED CORRECT:
DATE:

COMMENTS

305790205.xlsx:
Stuct Eng Multidisc Tax Invoice

28

02/25/2016

TO

STRUCTURAL ENGINEER

DPW WCS NO:

000000

WCS CONTRACT NO 0000

SERVICE:
CLIENT NATIONAL DEPARTMENT OF PUBLIC WORKS

PAGE 2
for OFFICE use only:

Budget

Payment categories
Calculated fees, Other fees
& Add Services

Payments
Previous
Current
Gross

Typing,
Subsistance &
duplicating,
Travelling
etc

Time Based Fees

Budget

CALCULATIONS
FEES (a) INCEPTION, PRELIMINARY DESIGN: CONCEPT AND VIABILITY, DETAIL
WORK NOT AFFECTED BY ANY FACTORS

0.00

0.00

0.00

0.00 x

0.00

0.00 x

0.00

0.00 x

0.00

0.00 x

0.00

ALTERATIONS TO EXISTING FACILITIES NOT AFFECTED BY ANY


FACTOR OTHER THAN 1.25.

DUPLICATES NOT AFFECTED BY ANY FACTOR OTHER THAN .25.

MASS CONCRETE FOUNDATIONS, BRICKWORK AND CLADDING


NOT AFFECTED BY ANY FACTOR OTHER THAN 0.33.

DUPLICATED EXISTING FACILITIES AFFECTED BY 0.25 & 1.25


FACTORS ONLY.

MASS CONCRETE FOUNDATIONS, BRICKWORK & CLADDING IN


EXISTING FACILITIES AFFECTED BY 0.33 & 1.25 FACTORS ONLY.

MASS CONCRETE FOUNDATIONS, BRICKWORK & CLADDING IN


DUPLICATES AFFECTED BY 0.33 & .25 FACTORS ONLY.
MASS CONCRETE FOUNDATIONS, BRICKWORK & CLADDING IN
DUPLICATED EXISTING FACILITIES AFFECTED BY 0.33, 0.25 & 1.25
FACTORS.

0.00 x

TOTAL PERCENTAGE BASED FEES FOR INCEPTION, PRELIMINARY DESIGN: DETAIL

FEES (b) CONTRACT ADMINISTRATION & INSPECTION AND CLOSE OUT STAGES
305790205.xlsx:
Stuct Eng Multidisc Tax Invoice

29

02/25/2016

TO

STRUCTURAL ENGINEER

DPW WCS NO:

000000

WCS CONTRACT NO 0000

SERVICE:
CLIENT NATIONAL DEPARTMENT OF PUBLIC WORKS
WORK NOT AFFECTED BY ANY FACTORS

ALTERATIONS TO EXISTING FACILITIES NOT AFFECTED


BY ANY FACTOR OTHER THAN 1.25.

0.00 x

TOTAL PERCENTAGE BASED FEES FOR CONTRACT A

305790205.xlsx:
Stuct Eng Multidisc Tax Invoice

30

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TAX INVOICE

STRUCTURAL ENGINEERING MULTI-DISCIPLINARY PROJECT: 2013 NDPW FEES


PAYMENT CERTIFICATE NO:

0000

DATE OF INVOICE
DRAWING NO:

0000
FILE NUMBER:

VAT REGISTRATION NO: NOT REGISTERED

POST OFFICE 0

CODE

TOWN 0

CODE

TEL

0 Cell

FAX

FAX 2

0 E-MAIL

INVOICE NO 000
0

CODE

CODE

TEL

CELL

FAX

E-MAIL

PTION

ESTIMATED TOTAL VALUE OF ENGINEERING WORK


R 0.00

12.50%

R 0 )}=
TOTAL BASIC FEE

ANY FACTOR OTHER THAN 0.33.

ES AFFECTED BY 0.33 & 1.25 FACTORS ONLY.

CTED BY 0.33 & .25 FACTORS ONLY.

ING FACILITIES AFFECTED BY 0.33, 0.25 & 1.25 FACTORS.

TION, PRELIMINARY DESIGN: DETAIL DESIGN, DOCUMENTATION AND PROCUREMENT STAGES (a)

CLOSE OUT STAGES

305790205.xlsx:
Stuct Eng Multidisc Tax Invoice

31

02/25/2016

TAX INVOICE

STRUCTURAL ENGINEERING MULTI-DISCIPLINARY PROJECT: 2013 NDPW FEES


PAYMENT CERTIFICATE NO:
0000
FILE NUMBER:

0000

DATE OF INVOICE
DRAWING NO:

VAT REGISTRATION NO: NOT REGISTERED

AGE BASED FEES FOR CONTRACT ADMINISTRATION & INSPECTION AND CLOSE OUT STAGES (b)

TOTAL PROFESSIONAL FEES DUE (a) + (b)

100.00%

ES TENDERED FOR PROFESSIONAL SERVICES

Report: Time Based fees

Total

Time Based fees: Other

Total

DUE

=
CLAIM

TOTAL FEES TIME BASED (c)

TOTAL PROFESSIONAL FEES DUE (a) + (b) + (c)


LESS PENALTY
TOTAL PERCENTAGE BASED AND TIME BASED FEE CLAIM

or professional services)

TOTAL FEES, EXPENSES AND COSTS (DISBURSEMENTS) (d)


TOTAL FEES DUE (EXCL VAT)
LESS TOTAL PREVIOUS PAYMENTS (EXCL VAT)
OF

R 0.00
PLUS NON TAXABLE EXPENSES

__________________________________________
DATE:

DIRECTOR:
DATE:

305790205.xlsx:
Stuct Eng Multidisc Tax Invoice

32

02/25/2016

TAX INVOICE

STRUCTURAL ENGINEERING MULTI-DISCIPLINARY PROJECT: 2013 NDPW FEES


PAYMENT CERTIFICATE NO:

0000

0000
FILE NUMBER:

Site Staff & Other charges

DATE OF INVOICE
DRAWING NO:

VAT REGISTRATION NO: NOT REGISTERED

VAT

Penaltiy
aAplied

Non-Taxable

D VIABILITY, DETAIL DESIGN, DOCUMENTATION AND PROCUREMENT STAGES


5.0% x {

5.0% x {

5.0%

5.0% x {

5.0% x {

5.0% x {

5.0% x {

5.0% x {

MINARY DESIGN: DETAIL DESIGN, DOCUMENTATION AND PROCUREMENT STAGES (a)

CLOSE OUT STAGES


305790205.xlsx:
Stuct Eng Multidisc Tax Invoice

33

02/25/2016

TAX INVOICE

STRUCTURAL ENGINEERING MULTI-DISCIPLINARY PROJECT: 2013 NDPW FEES


PAYMENT CERTIFICATE NO:

0000

0000
FILE NUMBER:

DATE OF INVOICE
DRAWING NO:

VAT REGISTRATION NO: NOT REGISTERED

0% x {

0% x {

D FEES FOR CONTRACT ADMINISTRATION & INSPECTION AND CLOSE OUT STAGES (b)

TOTAL PROFESSIONAL FEES DUE (a) + (b)

305790205.xlsx:
Stuct Eng Multidisc Tax Invoice

34

02/25/2016

Version: 1.1 2014-07

30 December 1899
0
0
NOT REGISTERED
0
0
0
0

000
0
0

305790205.xlsx:
Stuct Eng Multidisc Tax Invoice

35

02/25/2016

Version: 1.1 2014-07

30 December 1899
0
0
NOT REGISTERED

305790205.xlsx:
Stuct Eng Multidisc Tax Invoice

R
R
R

R
R
R
R

36

02/25/2016

Version: 1.1 2014-07

30 December 1899
0
0
NOT REGISTERED

Total R c
-

TION AND PROCUREMENT STAGES

305790205.xlsx:
Stuct Eng Multidisc Tax Invoice

37

02/25/2016

Version: 1.1 2014-07

30 December 1899
0
0
NOT REGISTERED

305790205.xlsx:
Stuct Eng Multidisc Tax Invoice

38

02/25/2016

2013 Scales
SCALE_SB

STRUCTURAL ENGINEERS' MULTIDISCIPLINARY PROJECTS


R0

R 540,000

R0

R 540,000

R 1,280,000

R 64,000

R 1,280,000

R 6,300,000

R 160,000

R 6,300,000

R 12,850,000

R 662,000

R 12,850,000

R 32,000,000

R 1,251,500

R 32,000,000
R 64,000,000

R 64,000,000
R 385,500,000

R 2,783,500
R 5,023,500

R 385,500,000

R 27,528,500

12.50%
12.50%
10.00%
9.00%
8.00%
7.00%
7.00%
7.00%

APPORTIONMENT OF THE DESIGN STAGE


Apportion
ment
5%
x

Stage
Stage 1

Description
Inception

Stage 2

Preliminary Design: Concept and Viability

0%

Stage 3
Stage 4

Design Development
Documentation and Procurement

0%
0%

1 Inception
2 Preliminary Design: Concept and Viability
3 Detail Design
4 Documentation and Procurement
5 Contract Administration and Inspection
6 Close-Out

5
20
30
15
25
5

Progress
100%

Factor
5.00%

100%

5.00%

x
x

100%
100%

5.00%
5.00%

PREVIOUS CLAIMS

INPUT ALL INFORMATION FOR THE WHOLE PROJECT

ATTACHED TO CLAIM NO 00

CLAIM NO

DATE

VAT REGISTRATION

TOTAL NONTOTAL AMOUNT


TAXABLE
TOTAL AMOUNT PAID, (Excl VAT,
AMOUNT PAID
PAID, (Incl VAT &
Excl Non
TOTAL AMOUNT
Non Taxable)
Taxable)
PAID (Excl VAT)

1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
21
22
23

WCS NO 000000

R
R
R
R
R
R
R
R
R
R
R
R
R
R
R
R
R
R
R
R
R
R

R
R
R
R
R
R
R
R
R
R
R
R
R
R
R
R
R
R
R
R
R
R

R
R
R
R
R
R
R
R
R
R
R
R
R
R
R
R
R
R
R
R
R
R

CLAIM NO

DATE

TOTAL AMOUNT
PAID, (Incl VAT &
Non Taxable)

CARRIED
OVER

R
R
R
R
R
R
R
R
R
R
R
R
R
R
R
R
R
R
R
R
R
R

38
39
40
41
42
43
44
45
46
47
48
49
50
51
52
53
54
55
56
57
58
59

R
R
R
R
R
R
R
R
R
R
R
R
R
R
R
R
R
R
R
R
R
R

24
25
26
27
28
29
30
31
32
33
34
35
36

R
R
R
R
R
R
R
R
R
R
R
R
R

R
R
R
R
R
R
R
R
R
R
R
R
R

R
R
R
R
R
R
R
R
R
R
R
R
R

R
R
R
R
R
R
R
R
R
R
R
R
R

60
61
62
63
64
65
66
67
68
69
70
71
72

R
R
R
R
R
R
R
R
R
R
R
R
R

37

73

R 0.00 R

Total

Total

TOTAL AMOUNT
PAID, (Excl VAT,
Excl Non Taxable)

TOTAL NONTAXABLE
AMOUNT PAID

TOTAL AMOUNT
PAID (Excl VAT)

R
R
R
R
R
R
R
R
R
R
R
R
R
R
R
R
R
R
R
R
R
R

R
R
R
R
R
R
R
R
R
R
R
R
R
R
R
R
R
R
R
R
R
R

R
R
R
R
R
R
R
R
R
R
R
R
R
R
R
R
R
R
R
R
R
R

R
R
R
R
R
R
R
R
R
R
R
R
R

R
R
R
R
R
R
R
R
R
R
R
R
R

R
R
R
R
R
R
R
R
R
R
R
R
R

ANNEXURE A3
SUMMARY OF FEE ACCOUNT
CLAIM No : 00

Date :

: 0

Name of Service

WCS 000000
Name of Consultant Firm
Address of Consultant Firm
Departmental File Ref

:
:
:

VAT Registration No.

Our Ref No. :

Tax Invoice No. :

1. PROFESSIONAL FEES
SCHEDULE
V

Tariff of Fees

: Consultant

Time Basis Fee

Less :

: Schedule V

(From Tax Invoice)


Less Penalty Applied
Cumulative to
date Amount

This Claim
Amount

Report Fee
Construction Monitoring (If applicable)
Other - Specify

R
R
R

R
R
R

Report Fee now Included in Tariff

Total Time Basis Fee to Date: R

Disbursements
2. DISBURSEMENTS

Cumulative to
date Amount

Subsistence & Travelling

Typing, Duplicating, binding & Printing


TOTAL DISBURSEMENTS THIS CLAIM:

Site Staff, Tests & Other

3. SITE STAFF, SURVEYS & TESTS

Cumulative to
date Amount
Y

Site Staff

This Claim
Amount

This Claim
Amount
R

Survey, & Soil Testing

Plus: Airport TAX & other TAX : no VAT Claimable: R

TOTAL EXPENSES TO DATE: R

TOTAL SITE STAFF, TESTS & OTHER THIS CLAIM:


Z

TOTAL EXCL NON VAT ITEMS


Plus : 14%
VAT x R 0.00
PLUS NON VAT ITEMS
AMOUNT OF THIS CLAIM No :
NOTE: COMPLETE ONLY THE APPROPRIATE SECTIONS

00

ANNEXURE A3

30-Dec-1899

0
0

Total (No VAT)


R
R

R
R

SCHEDULE V: TIME BASED FEES


INPUT ALL INFORMATION FOR THE WHOLE PROJECT
Attached to Claim No 00
Approval
Date
Describe
A
B
C

Approval
D
E
F

1. Report stage only (Only if specifically appointed for this stage only)

Claim No

Date

Name

Designation

Task

2. Construction monitoring only (only after written approval)

Claim No

Date

Name

Designation

Task

Date

Name

Designation

Task

3. Other

Claim No

Construction mo

NOTE: ALL ITEMS MUST EXCLUDE VAT


WCS NO 000000
Date
Describe

Reason

Hours

Amount
Claimed

Rate (R)
R
R
R
R
R
R

R
R
R

Report: Time Based fees Total Excl VAT R

Previously claimed

Reason

Hours

Rate (R)

Amount Claimed
R
R
R
R
R
R
R
R
R
R
R
R
R

Construction monitoring: Time Based fees Total Excl VAT R

Previously claimed

Reason

Hours

Rate (R)

Amount Claimed

R
R
R
R
R
R
R
R
R
R
R
R
R

Other: Time Based fees Total Excl VAT R

Previously claimed
Construction monitoring & Other Time Based Fees Total Excl VAT R

Previously claimed R

SCHEDULE W: SUBSISTENCE & TRAVELLING EXPENSES


INPUT ALL INFORMATION FOR THE WHOLE PROJECT
Claim No 00

(Input data from Trip Sheet Form A5)


NOTE: ALL ITEMS MUST EXCLUDE VAT
WCS NO: 000000

1. Travelling Time
A. By private car
Date

Name

Designation

From

To

Vehicle

Reason

B. **By Airways Including time travelled by own or hired car or shuttle. Attach all air ticket receipts and other relevant documents
OUTWARD JOURNEY

Date & Time

First
destination

Depart from

06-Oct-12 06:00 Home

OR Tambo

RETURN JOURNEY

Second Destination
CPT RM

Arrival date & time at


second destination
06-Oct-12 11:45

Date & Time

Depart from

07-Oct-12 16:00 CPT RM

First
Second
destination Destination
CPT Airport

Home

2. Motor Vehicle Expenses [Up to 3000 cc engine capacity]

Make:
Make:
Make:

Vehicle A
B
C

Date

Name

Toyota

Reason

Engine Capacity:
Engine Capacity:
Engine Capacity:
Vehicle

From

Destination

3. Subsistence Charges [See your letter of appointment. Use either Table 4 or Table 5, not both]
Date

Name

Designation

City / Town

Invoice No.

TRIP SHEET: SUBSISTENCE & TRAVELLING COSTS:


(Refer to Letter of Appointment) (Excluding Site Staff)

ANNEXURE A5

Attached to Claim No 00

Trip No :
Dated :

WCS No: 000000


Purpose of Journey
Staff Member

:
:

TRIP DETAILS
* Away from Office only applicable for more than 24 hours only
A. AIR TRAVEL TRIP DETAILS
First destiTravel
(Applicable for Air travel)
Depart time
Depart from
nation
time at
**Airport Duration Tvl time
Date
Office/home Office/home
Airport
1st des
Time
of Flight 2nd des
Outward
Return
(a)
(b)
(c)
(d)
** Air travel: travel time on ticket 1.5 hours allowed
over and above flight travel time.

Total Travelling Time (a) + (b) + (c) + (d)

( 1 hour booking in and 0.5 hour collecting Luggage)

*Away from office

B. MOTOR VEHICLE TRIP DETAILS


Outward Journey
Departure
Arrival
Time
Date
Time
Date

Return Journey
Departure
Time
Date

Arrival
Time
Date

Travelling
Time

Totals
1. SUBSISTENCE AND TRAVELLING TIME CHARGES
Subsistence charges/Special daily allowance *
Time Away
Subsistence Amount
Days
Hours
Rate
Claimed
0
/d
0.00
0
Spec Allow
/d
0.00
0.0 hrs
/hr
0.00
Spec Allow
0.0 hrs
/hr
0.00
1. Total
3. MOTOR VEHICLE CHARGES
From
Outward
Return
To
Journey
Journey
Pretoria
Polokwane
km
km

2. TRAVELLING TIME CHARGES


Distance to Destination

Travelling time less 2 hours per return trip


Total
Total
less
Total
hrs Tvl
Trips
2hrs/trip hours
0.0

Trip

0.0

0.00

2. Total

Site

Total
km

km
0 km

Vehicle
Type
Sedan
Petrol

Capac.
cc

Rate
Cents

Toll Gate
VAT
14%
3. Total

4. ACCOMMODATION
Date

City/Town

Name of Supplier

5. PUBLIC TRANSPORT CHARGES


Date
Car Hire : Company

6. Flight Numbers
Return

Outward Journey
Plus :

Airport Tax

Invoice Number

Invoice Number

Return Journey
(No VAT Claimable)
TOTAL : Airport Tax (No VAT)
TOTALS 1 - 5 (Carried : Annex A5(A))

Only actual costs are payable in respect of absence from office of less than 24 hours. (Attach invoices)

Should the daily tariff as set out in Table 4 be inadequate, substantiated actual costs plus a special daily allowa
Table 5 for incidental expenses, may be claimed. Please note that you may only claim according to Table 4 or Tab
Table 5 - submit invoices) Accommodation should be limited to the equivalent of a three star hotel and no alcoho
entertainment costs may be claimed for.

ANNEXURE A5
Sheet

Second
Destination

Arrival time
at second
destination

Hours
0.0
Hours

Days
0

*Away from office


Days
hours

km

er return trip
Travel
Rate

Amount
Claimed
0.00
0.00

Toll Gate
Charge

Amount
VAT Excl
0.00

0.00
0.00

nvoice Number

Amount
R 0.00

Total

Amount

R 0.00
Cost of
Ticket(s)
R 0.00
R 0.00
R 0.00

Total
5 (a)
5 (b)
5 (b)

0.00

ch invoices)

s a special daily allowance as shown in


ording to Table 4 or Table 5. (In case of
star hotel and no alcoholic beverages or

SCHEDULE X: TYPING, DUPLICATING & PRINTING


INPUT ALL INFORMATION FOR THE WHOLE PROJECT
ttached to Claim No 00

1. Typing
Claim
No

Date

NOTE: ALL ITEMS MUST EXCLUD


WCS NO
000000

Description of Document:

2. Duplicating
Claim
No

Date

Description of Document

3. Covers and Binders


Claim
No

Date

Description of Document

Pages

4. Printing Costs
Claim
No

Date

Delivered to

No of
Prints

Drawing Numbers

Size

100

TOTAL FOR: Typing Duplicating & Printing T

NOTE: ALL ITEMS MUST EXCLUDE VAT

Pages

Rate (R)

Typing Total

Amount Claimed
R
R
R
R
R
R

Previously claimed

Copies

Rate (R)

Amount Claimed
R
R
R
R
R
R
R
R
R
R
R
R
R
R

Duplicating Total R

Previously claimed

No of
Documents

Rate (R)

Amount Claimed
R
R
R
R
R
R

Covers & Binders Total

Previously claimed

Type

Rate (R)

Amount Claimed

R
R
R
R
R
R
R
R
R
R
R
R
R
Printing Total R

Previously claimed
TOTAL FOR: Typing Duplicating & Printing TOTAL Excl VAT R
Previously claimed R

SCHEDULE Y: SITE STAFF & OTHER CHARGES


INPUT ALL INFORMATION FOR THE WHOLE PROJECT
Attached to Claim No 00

NOTE: ALL ITEMS MUST EXCLUDE VAT


WCS NO 000000

A: Part Time Supervision


Claim No

Month

Name

Approved
Hours

Designation

Claimed Hours

Rate (R)

Amount
R
R
R
R
R
R
R
R
R

Part Time Supervision Cumulative Excl VAT R

Previously claimed Excl VAT

B: Full Time Supervision


Claim No

Date

Name

Approved
Portion claimed
Remunerati Amount
%
on

Designation

R
R
R
R
R
R
R
R
R

Full Time Supervision Cumulative EXCL VAT R

Previously claimed Excl VAT

C: Travelling expenses
Claim No

Date

Name

Distance
Distance
approved km km

Vehicle cc

Tariff (R)

Amount
R
R
R
R
R
R
R
R
R

Travelling expenses Cumulative Excl VAT R

Previously claimed Excl VAT


Cumulative Site Staff Charges Excl VAT R
Previously claimed Excl VAT R

D: Survey, Soil Tests and Other Charges


Claim No

Date

Describe

Invoice or
Laboratory/
Approved
Number of tests
TMB Number Place
rate (R)

Amount
Claimed
R
R
R
R
R
R

Survey, Soil Tests and Other Charges Cumulative Excl VAT R

Previously claimed Excl VAT

SCHEDULE Z: NON-TAXABLE EXPENSES


INPUT ALL INFORMATION FOR THE WHOLE PROJECT
Attached to Claim No 00
WCS NO

1. Non Taxable Services


Claim No

Date

City/Town/Site

Non Taxable Expenses could include any of the following [This list is not exclusive]:

A.
B.

Airport tax
Re-Fuel charges

C.
D.

000000

Reference No

Describe

Amount Claimed

Non Taxable Expenses Total R

Total Previous Payments Received for this item


Non-taxable Expenses Total for this invoice R

st is not exclusive]:

Hotel levy
Other

E.
F.

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