📋 Document Roadmap

Phase 1: Registration & Compliance (12 docs)

✔	Ref	Document	Purpose
	ELC-001	CIPC Registration Certificate	Proof of company registration
	ELC-002	Memorandum of Incorporation (MOI)	Company constitution
	ELC-003	SARS Registration (IT, PAYE, VAT)	Tax compliance (VAT if turnover >R1m)
	ELC-004	COIDA Registration	Employee injury cover
	ELC-005	Public Liability Insurance	Cover for property damage, third‑party injury
	ELC-006	Electrical Contractor Registration (ECB)	Mandatory for all electrical work
	ELC-007	Master Electrician / Installation Electrician License (DQ/SP)	Required for issuing COCs
	ELC-008	Solar PV Installation Accreditation (SAPVIA / P4 / GES)	For grid‑tied systems, Eskom registration
	ELC-009	Business Licence (Municipal)	Required for trading
	ELC-010	Zoning Certificate (if workshop / yard)	Municipality confirmation
	ELC-011	B‑BBEE Certificate	For tenders (Eskom, municipal, corporate)
	ELC-012	CSD Registration	For government tenders

Phase 2: Contracts & Client Docs (11 docs)

✔	Ref	Document	Purpose
	ELC-013	Electrical Installation Contract (Master)	Core client agreement
	ELC-014	Solar PV Installation Agreement (specific)	With warranties, performance guarantees
	ELC-015	Quotation / Estimate Template	Itemised (materials, labour, travel)
	ELC-016	Certificate of Compliance (COC) – Electrical	Required by law for any installation/sale of property
	ELC-017	Solar PV Certificate of Compliance (COC)	Specific to solar + grid connection
	ELC-018	Non‑Disclosure Agreement (NDA)	For supplier pricing, client systems
	ELC-019	Subcontractor Agreement (other electricians, labourers)	For larger projects
	ELC-020	Material / Equipment Supply Agreement	With wholesalers
	ELC-021	Warranty Certificate (labour and parts)	Customer confidence
	ELC-022	Variation / Extra Work Order Form	Scope changes
	ELC-023	Indemnity / Hold Harmless Agreement (for high‑risk sites)	Liability protection

Phase 3: Human Resources (10 docs)

✔RefDocumentPurpose ELC-024 Employment Contract – Electrician (Qualified) Permanent ELC-025 Employment Contract – Apprentice Electrician Trainee ELC-026 Employment Contract – Solar Installer Technician Specialist ELC-027 Employment Contract – Site Supervisor Team leader ELC-028 Employment Contract – Admin / Estimator Office ELC-029 Independent Contractor Agreement (casual labour, subcontractors) Project basis ELC-030 Code of Conduct (Employees) Safety, professionalism, theft prevention ELC-031 Disciplinary Code & Procedure HR compliance ELC-032 Shift / Job Roster (per project) Daily allocation ELC-033 Attendance Register (Daily) Sign‑in / sign‑out

Phase 4: Operations & Project Management (14 docs)

✔RefDocumentPurpose ELC-034 Job Card / Work Order (per site) Scope, materials, time ELC-035 Site Assessment / Inspection Report (pre‑installation) Existing wiring, load, roof condition (solar) ELC-036 Bill of Materials (BOM) per job All parts, quantities ELC-037 Test Report – Electrical (mandatory for COC) Earth, insulation, polarity ELC-038 Test Report – Solar PV (string voltage, current, earthing) For commissioning ELC-039 Daily Site Log (progress, weather, delays) Project tracking ELC-040 Vehicle / Van Inventory Log (tools, stock on board) Asset tracking ELC-041 Tool Sign‑Out Register (specialist test equipment) Calibration, loss prevention ELC-042 Stock / Inventory Register (cables, DB boards, inverters, panels) Warehouse control ELC-043 Supplier Delivery Note Log Materials received ELC-044 Purchase Order Template To suppliers ELC-045 Client Site Safety Induction Form For hazardous sites ELC-046 Commissioning / Handover Certificate (client sign‑off) Job complete ELC-047 After‑Call / Warranty Service Log (callouts) For defects

Phase 5: Health & Safety (10 docs)

✔RefDocumentPurpose ELC-048 Occupational Health & Safety (OHS) Policy Company H&S ELC-049 Site‑Specific Risk Assessment (working at height, live electrical, solar) Hazard identification ELC-050 Safe Work Method Statement (SWMS) – electrical isolation, roof work, ladder use Task safety ELC-051 Lockout / Tagout Procedure (for panel work) Mandatory for live work ELC-052 Incident / Accident Report Form (injury, shock, near‑miss) Documentation ELC-053 First Aid Kit Register (per vehicle, per workshop) Inventory ELC-054 Fire Extinguisher Inspection Log (vehicles, workshop) Monthly check ELC-055 Emergency / Rescue Plan (working at height) Fall arrest ELC-056 Personal Protective Equipment (PPE) Register Hard hat, gloves, safety glasses, insulated tools ELC-057 Toolbox Talk Register (weekly safety) Staff engagement

Phase 6: Finance & Suppliers (8 docs)

✔RefDocumentPurpose ELC-058 Invoice Template (per job) Billing client ELC-059 Supplier Invoice Register (cables, panels, inverters) Expense tracking ELC-060 Payroll Register Staff wages ELC-061 Petty Cash Log Small purchases (connectors, tape, etc.) ELC-062 Client Payment History Accounts receivable ELC-063 Supplier Payment Schedule Creditors aging ELC-064 Job Costing Sheet (labour + materials per job) Profitability ELC-065 Bank Reconciliation Template Monthly finance

Phase 7: Equipment & Assets (9 docs)

✔	Ref	Document	Purpose
	ELC-066	Asset Register (Master)	Vehicles, test equipment, power tools, ladders, inverters in stock
	ELC-067	Vehicle / Van Log Sheet (fuel, trips, maintenance)	For service vehicles
	ELC-068	Test Equipment Calibration Log (multimeters, insulation testers, earth loop testers)	Mandatory for COC validity
	ELC-069	Power Tool Inventory (drills, saws, crimpers)	Theft tracking
	ELC-070	Ladder / Scaffold Inspection Log	Working at height safety

ELC-071 Stock / Warehouse Inventory (panels, batteries, DB boards) Monthly count ELC-072 PPE Replacement Log (hard hat expiry, harness inspection) Safety compliance ELC-073 Generator / Battery Charger Log (for off‑grid tools) Maintenance ELC-074 Asset Disposal Form Selling old vehicles / tools

Phase 8: Forms & Templates (7 docs)

✔RefDocumentPurpose ELC-075 Daily Job Report (for client progress) Transparency ELC-076 Emergency Call‑Out Acknowledgment Form (client signature) After‑hours rate confirmation ELC-077 Overtime Authorization Form Staff approval ELC-078 Leave Application Form Staff requests ELC-079 New Employee Induction Checklist (electrical safety, lockout/tagout) Onboarding ELC-080 Supplier Evaluation Form Wholesaler performance ELC-081 Customer Satisfaction Survey After installation ELC-082 Termination Checklist Offboarding

Electrical & Solar Solutions (Pty) Ltd/
│
├── 01 Registration & Compliance/
│   ├── CIPC_Registration.pdf
│   ├── MOI.pdf
│   ├── SARS_Registration.pdf
│   ├── COIDA_Certificate.pdf
│   ├── Public_Liability_Insurance.pdf
│   ├── ECB_Electrical_Contractor_Registration.pdf
│   ├── Master_Electrician_Licence_DQ_SP.pdf
│   ├── Solar_PV_Accreditation.pdf
│   ├── Business_Licence.pdf
│   ├── Zoning_Certificate.pdf
│   ├── B-BBEE_Certificate.pdf
│   └── CSD_Registration.pdf
│
├── 02 Contracts & Client Docs/
│   ├── Electrical_Installation_Contracts/ (by client)
│   ├── Solar_PV_Installation_Agreements/ (by client)
│   ├── Quotation_Template.docx
│   ├── Certificates_of_Compliance_COC/ (by site)
│   ├── Solar_COC/ (by site)
│   ├── Subcontractor_Agreements/
│   ├── Material_Supply_Agreements/ (wholesalers)
│   ├── Warranty_Certificate_Template.docx
│   ├── Variation_Order_Form.docx
│   └── Indemnity_Form_High_Risk.docx
│
├── 03 Human Resources/
│   ├── Employment_Contracts/
│   │   ├── Electrician_Qualified.docx
│   │   ├── Apprentice_Electrician.docx
│   │   ├── Solar_Installer_Technician.docx
│   │   ├── Site_Supervisor.docx
│   │   └── Admin_Estimator.docx
│   ├── Independent_Contractor_Agreements/
│   ├── Code_of_Conduct.pdf
│   ├── Disciplinary_Code.pdf
│   ├── Job_Rosters/ (by project)
│   └── Attendance_Registers/ (by month)
│
├── 04 Operations & Project Management/
│   ├── Job_Cards_Work_Orders/ (by site)
│   ├── Site_Assessment_Reports/ (pre‑installation)
│   ├── Bills_of_Materials/ (per job)
│   ├── Electrical_Test_Reports/ (per COC)
│   ├── Solar_Test_Reports/ (commissioning)
│   ├── Daily_Site_Logs/ (by project)
│   ├── Vehicle_Stock_Inventory_Logs.xlsx
│   ├── Tool_Sign_Out_Register.xlsx
│   ├── Warehouse_Stock_Inventory.xlsx
│   ├── Supplier_Delivery_Notes/ (by date)
│   ├── Purchase_Orders_Issued/ (by date)
│   ├── Client_Site_Safety_Induction_Forms/
│   ├── Commissioning_Handover_Certificates/
│   └── Warranty_Service_Log.xlsx
│
├── 05 Health & Safety/
│   ├── OHS_Policy_Electrical.pdf
│   ├── Risk_Assessments/ (working at height, live work)
│   ├── Safe_Work_Method_Statements/
│   ├── Lockout_Tagout_Procedure.pdf
│   ├── Incident_Reports/ (by date)
│   ├── First_Aid_Kit_Register.xlsx (per vehicle)
│   ├── Fire_Extinguisher_Log.xlsx
│   ├── Emergency_Rescue_Plan_Roof.pdf
│   ├── PPE_Issue_Register.xlsx
│   └── Toolbox_Talk_Register.xlsx
│
├── 06 Finance & Suppliers/
│   ├── Invoices_Issued/ (by job)
│   ├── Supplier_Invoice_Register.xlsx
│   ├── Payroll_Records/ (by month)
│   ├── Petty_Cash_Log.xlsx
│   ├── Client_Payment_History.xlsx
│   ├── Supplier_Payment_Schedule.xlsx
│   ├── Job_Costing_Sheets.xlsx
│   └── Bank_Reconciliation.xlsx
│
├── 07 Equipment & Assets/
│   ├── Asset_Register.xlsx
│   ├── Vehicle_Logs/ (by vehicle)
│   ├── Test_Equipment_Calibration_Log.xlsx
│   ├── Power_Tool_Inventory.xlsx
│   ├── Ladder_Scaffold_Inspection_Log.xlsx
│   ├── Stock_Warehouse_Inventory_Count.xlsx
│   ├── PPE_Replacement_Log.xlsx
│   ├── Generator_Battery_Charger_Log.xlsx
│   └── Asset_Disposal_Form.docx
│
└── 08 Forms & Templates/
    ├── Daily_Job_Report_Template.docx
    ├── Emergency_CallOut_Acknowledgment.docx
    ├── Overtime_Form.docx
    ├── Leave_Application.docx
    ├── Electrician_Induction_Checklist.docx
    ├── Supplier_Evaluation_Form.docx
    ├── Customer_Satisfaction_Survey.docx
    └── Termination_Checklist.docx