Consultancy services for synchronous zones definition and pmu placement for grid inertia monitoring

Closing date: 2026-06-15 at 10:00 (SAST).

For system issues: Contact the buyer responsible for the published tender. Automated submission confirmation emails are sent from [email protected].

Submit via Eskom eTendering portal (https://eTendering.eskom.co.za). Steps: 1) Register on the portal with a valid CSD number, email, and +27 prefixed phone number. 2) Verify email via sent link. 3) Log in, enter OTP sent to email/phone. 4) Select tender reference (E2927NTCSAMWP). 5) Click 'Create New Submission' and upload documents under correct categories (Technical, Commercial, Finance). 6) Ensure individual files ≤50MB and total submission ≤900MB. 7) Finalize submission and save the confirmation email with submission ID. Disqualification risk: Incomplete or incorrectly categorized uploads.

Primary eligibility: Valid CSD number and registration on Eskom eTendering system. Tender is open to registered suppliers who comply with electronic submission process. No additional scoring or preference criteria specified in the provided document.

Scope: Consultancy services for defining synchronous zones and optimal placement of Phasor Measurement Units (PMUs) for inertia monitoring and tracking. Submission is fully electronic via eTendering portal. No physical submissions accepted.

Mandatory: Valid CSD (Central Supplier Database) number required to access the eTendering system.

Closing date and time: 15 June 2026 at 10h00 AM. Clarification meeting (non-compulsory): 29 May 2026 at 10h30 AM via MS Teams (link: https://teams.microsoft.com/meet/390871579246750?p=AcGFxHACPTscv34p6m). Tenderers must confirm attendance with the NTCSA Representative ([email protected]), stating attendee name, position, and contact details. Deadline for clarification queries: 10 working days before the tender submission deadline. Tender validity period: 150 days from closing date and time.

NTCSA Representative: Refilwe Molapo. Tel: 011 871 3344. Email: [email protected]. 1st Escalation (Procurement Manager): Jabu Nkgapele. Email: [email protected]. 2nd Escalation (Middle Manager): Vongani Hlungwani. Email: [email protected]. All queries and clarifications must be addressed in writing to the NTCSA Representative. Do not contact any other NTCSA employee involved in the tender process.

Submit electronically via the Eskom E-tendering site (NTCSA Tender bulletin). No hard copies accepted. Deadline: 15 June 2026 at 10h00 AM. Late submissions will not be accepted. Upload documents under Technical, Commercial, and Financial folders. All documents must be in PDF and Excel format (price list requires both). Maximum 50MB per file, 900MB total per submission. Do not upload zip/condensed files. Ensure submission status is marked as complete. If resubmitting, only the latest version will be considered; previous submissions become void. Mandatory returnables at closing (disqualifiable if incomplete/unsigned/not submitted): Authorisation Form (Annexure A), Acknowledgement Form (Annexure B), Tenderer’s Particulars (Annexure C), Integrity Declaration Form (Annexure D), CPA(IG) for Foreign Goods/Services (if applicable, Annexure F), SBD 1 Invitation to Bid (Annexure H), SBD 6.1 Preference Points Claim Form (Annexure I), Tax Clearance Certificate (or SBD1 for foreign suppliers with no SA footprint), Tax Evaluation Questionnaire. Non-disqualifiable returnables at closing (5 working days to rectify if incomplete): SBD 4 – Bidders Disclosure (Annexure J). Returnables for evaluation at closing (score zero if not submitted): Specific Goals proof, Compliance with Employment Equity Act (SA tenderers only). Joint venture documents required if applicable: Letter of intent/JV agreement, confirmation of single business entity, details of single designated JV bank account. Basic compliance requires meeting eligibility criteria, submitting a complete tender (commercial, financial, technical), and submitting mandatory commercial returnables by the deadlines. Clarification queries must be submitted at least 10 working days before the tender submission deadline.

Evaluation stages: Basic compliance, Mandatory Tender returnables, Functionality (Technical), Price and Preference scoring, Objective criteria. Minimum qualifying score for functionality (technical) is 75%. Tenders failing to meet this threshold will be disqualified. Pricing is scored out of 80 points. Specific Goals are scored out of 20 points in accordance with PPPFA. Tenderers will be ranked using the 80/20 preferential point system. Objective criteria may justify awarding the contract to a tenderer other than the highest scorer. Eligibility criteria: Tenderers must not be under restriction to do business with NTCSA or State-Owned Companies, must not have nationality of sanctioned countries, must not submit multiple tenders, JV/consortium agreements must state joint and several liability, must not have conflicts of interest, must not be restricted by National Treasury, must not be on Tender Defaulters list, must not sub-contract 100% of Scope of Work, and must not be a flagged supplier. All tenderers must have valid CSD registration and comply with Employment Equity Act (South African companies).

Scope of work: Definition of Synchronous Zones and Optimal Placement of Phasor Measurement Units (PMUs) for Inertia Monitoring and Tracking. Refer to the attached NEC3 Professional Service Contract (PSC3) and the specific scope of work. Key technical requirements: Experience in defining, researching, or analysing Synchronous Zones in power systems. Experience in PMU-based monitoring and system stability analysis. Experience in conducting inertia studies and renewable energy integration at utility scale. Proven capability in power system modelling, dynamic simulations, and broad knowledge of utility-scale grid operation. Quality, Safety, and Environmental requirements are attached in the tender advert and must be complied with. Technical documentation required under functionality/technical criteria must be submitted as per the attached evaluation criteria. Minimum qualifying score for functionality is 75%.

Pricing format: Submit price list in PDF and a copy in Excel format. Refer to the Pricing Schedule (Excel) named 'Pricing schedule for Synchronous zones.' Payment terms: For contracts valued below R50 million (including VAT): Payment within 30 days of receipt of undisputed invoice. For contracts valued above R50 million (including VAT): Payment within 60 days of receipt of undisputed invoice. Financial capacity evidence: Audited Financial Statements for the previous 18 months (or last year if not available) are required. For joint ventures or SPVs, statements for each participant must be submitted. Start-up enterprises formed within the last 12 months are exempt but must furnish statements after the first year if successful. No performance security or bonds are required for this tender. Prices will be evaluated inclusive of VAT, corrected for arithmetical errors, and adjusted for acceptable variations or deviations. Unconditional discounts will be considered for evaluation purposes.

Central Supplier Database (CSD): Proof of valid and current CSD registration (CSD number/report) is mandatory for all local tenderers and foreign tenderers with a local footprint. Tax Compliance: A certified copy of a tax clearance certificate is required from foreign tenderers (with SA footprint not on CSD/no SARS PIN) and local tenderers (not providing SARS e-filing PIN for verification). Foreign suppliers with no SA footprint must complete SBD1 but no tax proof is required. B-BBEE: Submit proof of B-BBEE status level (valid certificate from SANAS accredited agency, sworn affidavit, or CIPC affidavit) for preference points scoring. Minimum requirement is to maintain B-BBEE status throughout the contract. B-BBEE Improvement or Retention Plan must be submitted within 30 days of contract signing. Employment Equity Act: South African tenderers who are designated employers must furnish proof of compliance, including submission of the Employment Equity report to the Department of Labour. Safety: South African tenderers must submit a COIDA certificate of good standing or proof of application from the Compensation Fund or a licensed compensation insurer. Company Registration: Provide company profile, ID copies of members/directors/owner, CIPC registration document. Eligibility restrictions: Tenderers must not be on international sanctions lists, National Treasury restricted list, Tender Defaulters list, or flagged suppliers (e.g., implicated in Zondo Report/SIU misconduct). Subcontracting 100% of the scope is not allowed.

General Criteria:

• Legal registration and compliance with South African business regulations.
• Experience in similar consultancy projects, preferably in power transmission or utility sectors.
• Financial and technical capacity to deliver the scope within the specified timeline.

Specific Criteria:

• Demonstrated expertise in PMU technology and power system inertia analysis.
• Ability to meet Eskom’s quality, safety, and procurement standards.
• Valid certifications or accreditations relevant to the scope (if applicable).

Scope of Work:

• Definition of synchronous zones and optimal placement of Phasor Measurement Units (PMUs) for inertia monitoring and tracking.

Method Statement Requirements:

• Title must match the tender/RFQ title.
• Supplier representative details: full name, designation, and contact number of the compiler.
• Originated by, reviewed by (if applicable), and approved by (if applicable) must be specified.
• Client details: Division/Operating/Business Unit as per tender/RFQ.
• Tender/RFQ/Contract number must be included.
• Activity: detailed description of the work to be performed.
• Reference document/procedure: note relevant document reference numbers (if available).
• Relevant discipline (if any) must be specified.

Objectives/Outputs:

• List 2-3 SMART objectives related to the Scope of Work (SOW) outputs.

Quality Management:

• Customer focus: explain how customer needs are identified and communicated to affected personnel.

Competency and Training:

• Detail skills, competencies, and training required to deliver the SOW.

Infrastructure and Equipment:

• PPE: list required Personal Protective Equipment.
• Tools/Equipment: list tools, equipment, and infrastructure (including testing/measurements) required for the SOW.

Leadership and Values:

• Describe how the organization’s mission, vision, strategy, policies, and processes are communicated. Include shared values.

Risk Management:

• Identify risks affecting SOW outputs and overall outcomes. List actions to minimize and mitigate these risks.

Process Improvement:

• Explain how the organization identifies gaps for improvement in business processes to meet or exceed customer/regulatory requirements.

Data and Analysis:

• Specify data to be collected and analysis to be performed to assist future decision-making.

Relationship Management:

• Identify stakeholders affected by the product/service (low, medium, high impact). Describe actions to address their needs.
• If outsourcing is involved, explain supplier identification, selection, evaluation, and performance monitoring.

General: Must be a legally registered entity capable of providing consultancy services. Must demonstrate experience in synchronous zone definition and PMU placement for inertia monitoring. OHS: Must commit to complying with all listed OHS legal and Eskom-specific requirements. Must ensure all employees (including subcontractors) undergo required inductions. Contractor Oversight: Must have processes to manage and audit contractors/suppliers for OHS compliance.

Mandatory compliance for all suppliers, contractors, and subcontractors: Eskom Contractor Health and Safety Requirements Standard 32-136; OHS specifications/requirements provided by Eskom; Occupational Health and Safety Act 85 of 1993; Compensation for Occupational Diseases and Illnesses Act 130 of 1993. Post-award: Fully align company processes with Eskom’s OHS policies, procedures, and standards. Penalties apply for non-conformance with Eskom or statutory OHS requirements. All employees (including contractors/suppliers) must complete Eskom induction and company induction. Main contractor/supplier must: demonstrate selection criteria for appointing contractors/suppliers; notify Eskom prior to their appointment; ensure adequate resources and competencies; manage compliance with legal and Eskom requirements; monitor via audits/assessments; provide termination grounds for non-compliance; address non-conformances directly. Eskom may verify compliance and request testimonials/references for similar past work.

Tender clarification meeting: 29 May 2026 at 10:30 AM via MS Teams. Join link: https://teams.microsoft.com/meet/390871579246750?p=AcGFxHACPTscv34p6m. Meeting ID: 390 871 579 246 750. Passcode: nU7S3cm3.

Evaluation criteria: Open to consultancy firms or individuals with proven experience in power systems, PMU technology, and grid stability analysis. Legal: Must be a registered entity in South Africa or eligible to operate within the country. B-BBEE compliance may be required. Technical: Demonstrated track record in similar projects, particularly within the African or South African power sector.

Scope: Consultancy services for the definition of synchronous zones and optimal placement of Phasor Measurement Units (PMUs) for inertia monitoring and tracking.

Eskom Quality Representative: Albert Shai, SNR Advisor SHEQ. Signed on 10/11/2025.

General: Must be a registered and legally compliant entity. Must demonstrate capability in consultancy for power systems and PMU placement. Quality Standards: Must comply with ISO 9001 standards (all principles marked applicable: customer focus, leadership, engagement of people, process approach, improvement, evidence-based decision making, relationship management). Must meet Eskom’s Supplier Quality Requirements (Specification 240-105658000). Category Selection: Must select only one applicable category (Category 4 is selected for this tender).

Scope: Definition of synchronous zones and optimal placement of Phasor Measurement Units (PMUs) for inertia monitoring and tracking. Applicable Category: Category 4 of Eskom Specification 240-105658000. Post-Contract Award: Contract execution and supplier quality performance monitoring phase are applicable. Standard Conditions: Eskom retains rights of access, information, preservation, quality audits, and management of nonconformities. Special Processes: Refer to Clause 3.8.6 of Specification 240-105658000.

Tenderer must complete and sign the form to acknowledge and accept Eskom Supplier Quality Requirements as per Specification 240-105658000 and ISO 9001 Standard.

Bidder must provide their own contact details in the form (Business name/JV, Contact Person, Tel, Cellphone, Email). No pre-filled Eskom contacts are provided in the document.

Returnable Documents: Submit the completed E-Tendering Training Acknowledgement Form. Required fields: Business name/JV, Contact Person, Tel (landline), Cellphone, Email, Tenderer’s Name, Authorized Signature, Designation, and Date. The form must be signed and dated by the authorized signatory.

No explicit scoring criteria are provided. Mandatory: Demonstrate capability in power systems analysis, PMU technology, and inertia monitoring. Compliance with Eskom’s e-tendering process (including self-training via Noddy Guide, video, or clarification meeting) is required.

Scope: Confirmation of self-training for E-Tendering. Bidder must acknowledge they have completed training via the E-Tendering Noddy Guide, video, or clarification meeting and are capable of operating the E-Tendering Solution.

No specific compliance requirements (e.g., CSD, tax, B-BBEE, CIDB, CIPC) are stated. Only requirement: Submission of the completed E-Tendering Training Acknowledgement Form.

Project Address: NTCSA: AM: Grid Modernisation, Eskom Megawatt Park, 2 Maxwell Drive, Sunninghill, Sandton, 1091

Evaluation will focus on three areas: General, Technical, and Safety & Compliance. General: Applicants must be legally registered entities capable of contracting with Eskom. Must have experience in consultancy services for power systems, grid modernisation, or PMU placement. Must demonstrate compliance with South African labour, health, safety, and environmental laws. Must hold a valid COID registration and Letter of Good Standing (LoG). Technical: Proven expertise in synchronous zone definition and PMU placement studies for power systems. Experience in inertia monitoring and tracking in electrical grids. Capability to perform simulations, validations, and provide actionable recommendations for grid stability. Familiarity with Eskom’s transmission network and asset management practices is advantageous. Safety & Compliance: Must have a SHEQ Policy signed by senior management. Must have procedures for risk assessments, incident investigations, and emergency management. Must enforce zero-tolerance substance abuse policies and conduct regular testing. Must provide PPE and medical surveillance for all employees and sub-contractors.

Scope of Work: The contractor must perform the following key tasks: Inception and data gathering. Definition of grid synchronous zones. Phasor Measurement Unit (PMU) placement study. Simulation and validation of PMU placements. Reporting and recommendations for inertia monitoring and tracking. Recommendations for future inertia mitigation. Project Context: NTCSA (part of Eskom Group) is responsible for planning, operating, and maintaining transmission assets. The project aims to ensure a reliable, adequate, and secure integrated power system through optimal engineering solutions for transmission network expansion, maintenance, and refurbishment.

Mandatory Compliance: Sign a Section 37(2) Legal Agreement with NTCSA at contract award. Sub-contractors must also sign equivalent agreements with the principal contractor. Comply with the Constitution of South Africa (Section 24 of the Bill of Rights). Comply with the Occupational Health and Safety (OHS) Act 1993 and its Regulations. Comply with the Compensation for Occupational Injuries and Diseases (COID) Act. Must provide a valid Letter of Good Standing (LoG) from the compensation commissioner, kept valid for the contract duration. Comply with the National Environmental Management Act (NEMA). Comply with the National Road Traffic Act. Comply with Eskom-specific procedures: 32-37 (Substance Abuse), 32-136 (Contractor Health and Safety Requirements), 240-62196227 (Life-Saving Rules), 32-95 (Incident Management), 32-727 (SHEQ Policy), 32-418 (Working at Heights). Prohibitions: Child labour is strictly prohibited. Must adhere to OHS Act Regulations on Hazardous Work by Children. Zero tolerance for alcohol and substance abuse. Must comply with Eskom Procedure 32-37 and Life-Saving Rule 4 (BE SOBER). Random alcohol testing will be conducted. Health and Safety: Develop and implement an OHS Plan aligned with NTCSA/Eskom requirements and applicable legislation. Appoint competent personnel for roles such as Fire Fighter, Evacuation Warden, First Aider, Incident Investigator, Risk Assessor, SHE Representative, Project Supervisor/Manager, and 16(2) appointments under the OHS Act. Conduct risk assessments for all work activities, including working at height, and maintain updated records. Provide and enforce the use of Personal Protective Equipment (PPE) compliant with SANS standards. Must issue, maintain, and replace PPE for all employees and visitors. Implement a medical surveillance program for employees, including pre-entry, periodic, and exit medical examinations. Medical fitness certificates must be renewed annually. Develop and implement an Occupational Health, Hygiene, and Rehabilitation program. Establish safe work procedures aligned with risk assessments. Investigate all incidents using OHS Act General Administrative Regulations 8 and 9, and Eskom Procedure 32-95. Report injuries to the Department of Labour where applicable. Implement emergency management plans, including periodic drills and recorded testing. Documentation: Maintain an OHS file containing all agreements, appointments, policies, medical records, risk assessments, and incident reports. Ensure all sub-contractor appointments are documented in writing and included in the OHS Plan submitted to Eskom Transmission.

Legal: Valid company registration in South Africa; Compliance with Occupational Health and Safety Act and relevant regulations; Letter of Good Standing (e.g., from Compensation Fund or relevant authority). Technical: Proven experience in consultancy for synchronous zones and PMU placement; Competency in inertia monitoring and tracking for power systems; Ability to provide detailed SHE and Quality Management documentation; Prior work examples relevant to the scope. Operational: Capacity to deploy key personnel with required competencies (e.g., OHS Act Section 8, 16(2), GAR 9(2)); Ability to comply with Eskom’s SHE Specification and Annexure B; Implementation of ISO 9001:2015 standards for quality management.

The contractor must: Submit a SHE Plan signed by the CEO/Director, covering site access, measurement procedures, protection testing, data security, and emergency contacts. Provide a Base Line Risk Assessment as per the issued scope of work, with proof of communications covering the same areas. Supply a Method Statement for any planned on-site testing or commissioning (if applicable). Deliver a Quality Method Statement based on the scope (using Method Statement Template-Ref 240-126469599). Ensure all safety files are approved via a formal work authorisation letter before work can commence.

Mandatory documents: OHS policy signed by CEO/Director; Copy of Letter of Good Standing; SHE Plan signed by CEO/Director; Signed 37(2) Agreement. Personnel requirements: CVs and competency records for key personnel, including a competency matrix; Appointment Letters for: 16(2) with Legal liability and incident management competency; Principal contractor; Site manager/Responsible manager (OHS Act Sec 8) with Legal liability and incident investigation competency; Supervisor (OHS Act Sec 8(2)) with Legal liability, supervisory training, incident investigation and HIRA competency; Risk assessor; Incident investigator (GAR 9(2) including Section 24 and 25); First Aider attendant (Level 2). Registers/checklists: Safety induction attendance register; PPE issue register; PPE Matrix; PPE Awareness Attendance Register; Toolbox talk register; First aid register; Vehicle checklist. Additional requirements: Head count/total manpower details; Training Matrix; OHS Site Specific organogram; Incident management procedure; OHN Medical Fitness for Duty Certificate and Annexure 3; Emergency Management Plan; Job description/job profile and proof of communication; SHE Communication System; Pre-start job assessment/talk process. B-BBEE Minimum Level: 2.

NTCSA (National Transmission Company South Africa SOC Ltd) contact details from the NDA: - Physical Address: Megawatt Park, Maxwell Drive, Sunninghill ext.3, Sandton. - Postal Address: P O Box 1091, Johannesburg, 2000. - Telephone: +27 11 800 .... - Fax: +27 11 800 .... - Contact Person: TBA. Note: These are legal domicilium details. Tender-specific contacts are not provided in this document.

This document is a Non-Disclosure Agreement (NDA) template, not the tender submission document. Key points: - No submission guidelines, forms, or returnables are provided here. - To bid, you must locate the actual tender call (separate from this NDA) for submission instructions. - The NDA must be signed before accessing confidential tender information.

This NDA does not define evaluation criteria for the tender. Key points: - The NDA establishes that bidders must be legally incorporated entities capable of signing a binding agreement. - Eligibility, scoring, and evaluation details will be specified in the main tender documents, released after NDA execution.

Consultancy scope as per the NDA: - Define synchronous zones. - Determine optimal placement of Phasor Measurement Units (PMUs) for inertia monitoring and tracking. Note: Full technical specifications will be in the main tender documents.

• Closing date and time: 2026-06-15 at 10:00 SAST (GMT+2). All times refer to South African Standard Time (SAST), synchronized with the Telkom time signal.
• Compulsory site visit/clarification meeting: Date, time, and venue are specified in the Tender Data. Attendance is mandatory; failure to attend results in disqualification.
• Clarification deadlines: Requests for clarification must be submitted in writing to the Eskom Representative with reasonable time for Eskom to respond and for tenderers to adjust their tenders before the closing date.
• Addenda and extensions: Published on the Eskom Tender Bulletin and NT e-Tender Portal. Tenderers must check these platforms regularly for updates, including changes to the closing date or time.
• Tender validity: Tenders must remain valid for acceptance by Eskom for the period stated in the Tender Data. Eskom may request an extension of the validity period; refusal to extend may exclude the tenderer from further consideration.

• All communications must be in writing and addressed to the Eskom Representative only, as identified in the Invitation to Tender document.
• Submission address: Physical tender box address is specified in the Tender Data.
• E-tendering portal: Eskom Tender Bulletin site on the Eskom E-tendering page (https://www.eskom.co.za/TenderBulletin).
• Department: Supply Chain Management (SCM).
• Specific contact details (name, email, phone) for the Eskom Representative are not provided in the extracted document; refer to the Tender Data for this information.

• Submit a complete original tender plus one (1) complete hard copy to the address/tender box specified in the Tender Data by the closing date and time (SAST). Proof of posting or courier delivery is not proof of delivery.
• For e-tendering: Upload and finalize the tender via the Eskom Tender Bulletin site on the Eskom E-tendering page by the closing date and time. Ensure documents (PDF/Excel) are accessible, not corrupt, and finalized before the deadline. No late submissions are accepted.
• Tenders must be in English, completed in ink (not pencil), and result in a permanent record. Electronic submissions must be signed and in English.
• Package the original and copy separately, marking them "ORIGINAL" and "COPY". Seal both in an outer confidential package labeled with: Eskom submission address, Invitation to Tender number, tenderer's name, physical address, email, and contact telephone number of the authorized signatory.
• For e-tendering: Upload documents into the designated Technical, Commercial, and Financial folders on the e-tendering page.
• Submit all mandatory tender returnables (forms, data, schedules, certificates) by the closing date and time. Missing or incomplete mandatory documents will lead to disqualification.
• Attend any compulsory site visit or clarification meeting as stated in the Tender Data. Failure to attend results in disqualification.
• All communications must be in writing and addressed to the Eskom Representative only. No verbal or informal communications are accepted.
• Late tenders are not accepted. The e-tendering system blocks submissions after the closing time. Eskom takes no responsibility for network issues, upload delays, or incorrect references.
• Do not sub-contract 100% of the scope of work; such tenders are ineligible and will be disqualified.

• Eligibility: Tenderer must comply with criteria in the Tender Data and not be restricted from doing business with Eskom or State-Owned Companies. Tenderers found ineligible are disqualified.
• Basic Compliance: Failure to submit an original tender in paper form (or uploaded for e-tendering) plus one copy, or missing mandatory returnables, results in disqualification.
• Pre-Qualification: If stipulated, tenderers must meet pre-qualification criteria. Eskom will not evaluate the same criterion twice ('double dipping').
• Functionality: If applicable, tenderers must meet the minimum threshold stated in the Tender Data to proceed to further evaluation.
• Financial Analysis: Eskom assesses financial risk. If mitigating factors are insufficient or risk is too high, the tenderer may be excluded.
• Price Evaluation: Prices are evaluated per Tender Data criteria, including CPA, FOREX, commodity exposure, discounts, technical adjustments, PV, and forecasted invoicing rates. Arithmetical errors are corrected per Eskom’s rules; refusal to correct may lead to rejection.
• B-BBEE: B-BBEE level is scored per the CSD report or certificate/affidavit. If B-BBEE is a pre-qualification criterion, proof must be submitted by the closing date; otherwise, the tender is disqualified. For PPPFA points, failure to submit valid B-BBEE proof results in zero points for PPPFA allocation.
• Specific Goals: Scored with reference to supporting documentation. Failure to meet Specific Goals or submit proof by the closing date results in zero points for Specific Goals (90/10 or 80/20 system).
• Ranking: Eskom ranks tenders by combining Price and Specific Goals scores (PPPFA). Contracts may be awarded to lower-scoring tenderers only under Section 2(1)(f) of the PPPFA Act, if Objective Criteria are stipulated in the Invitation to Tender.
• Reverse e-Auction: If applicable, tenderers must submit a complete tender without prices. Prices in such tenders are not considered.

• Pricing Inclusions: Rates and prices must include all duties, taxes (including VAT), and levies applicable 14 days prior to the closing date.
• Fixed Pricing: Rates and prices must be fixed for the contract duration unless price adjustment provisions are explicitly stated in the Invitation to Tender.
• Currency: State rates and prices in South African Rand (ZAR) unless otherwise instructed. Part payment in other currencies may be allowed per the conditions of contract, based on the exchange rate and base date stipulated in the Invitation to Tender.
• Security for Performance: If required, tenderers must indicate the names of at least two (2) financial institutions they intend to approach for performance security. Eskom reserves the right to reject unsuitable institutions.
• Cataloguing: If required, the Pricing Schedule must include a line item for cataloguing costs. Eskom will pay for cataloguing, and all delivered materials must comply with Eskom’s labelling specifications.
• Arithmetical Errors: Eskom will check for errors (e.g., decimal misplacement, incorrect additions, exchange rate errors). Tenderers must confirm or accept corrected prices; refusal may lead to rejection.

• B-BBEE: Submit a valid B-BBEE certificate, affidavit, or CSD report by the closing date. Misrepresentation, falsification, or fronting will result in disqualification, reporting to the B-BBEE Commission, suspension from state business (up to 10 years), and potential legal action.
• CIDB Registration: If stipulated in the Tender Data, proof of registration with the Construction Industry Development Board (CIDB) is mandatory by the closing date. Alternatively, tenderers must be capable of registering within 21 working days of the closing date. Proof of application may be submitted by the closing date, but actual CIDB registration proof (database printout) must be provided by contract award.
• Legislative Compliance: Comply with all relevant legislation, including National Treasury Instructions, CIDB Regulations, PPPFA Regulations, Amended B-BBEE Codes, COIDA, OHS Act, and Eskom’s SHEQ requirements.
• Local Content: Adhere to designated materials and local content thresholds as specified in the Invitation to Tender. Information on designated materials must be submitted by contract award.
• Contract Skills Development Goals (CSDG): Applies to contracts with a duration of 12+ months or a value of R5 million+ for professional/services contracts, or CIDB grade 7+ for engineering/construction works. Tenderers must achieve CSDG as per the CIDB Standard for Developing Skills through Infrastructure Contracts.
• Contract Participation Goals (CPG): Applies to construction works contracts in General Building (GB) or Civil Engineering (CE) classes, with a minimum duration of 6 months, where at least 25% of the main contract is subcontracted in CIDB classes (CE, EB, GB, ME). Tenderers must achieve CPG as per the CIDB standard for indirect targeting for enterprise development.
• SDL&I Undertaking: Complete and submit the SDL&I Undertaking (annexure to the Invitation to Tender) by contract award. Failure to submit results in the tender not being considered for award.

Closing date: 23 November 2020. Document review date: November 2023.

Submit the following returnable documents: - Signed Annexure B (acknowledgement of Eskom's OHS legal and other requirements). - OHS Plan (must address project-specific OHS risks and align with Eskom’s health and safety specifications). - Baseline OHS Risk Assessment (BRA) with methodology, including identification, assessment, and management of OHS risks. - Valid Letter of Good Standing (COIDA or equivalent). - OHS Policy signed by CEO (must comply with OHS Act Section 7). For suppliers with a certified auditable OHS system: Submit Annexure B, BRA/Method Statement/OHS Plan, and Valid Letter of Good Standing (COIDA or equivalent).

Evaluation is based on OHS compliance. Suppliers must demonstrate compliance through either: - Full OHS documentation (for non-certified suppliers), including CEO-signed policy, or - Simplified documentation (for suppliers with auditable OHS system certification). All submissions must include valid compensation insurance (COIDA) documentation. Recommendation is either 'Recommended' or 'Not Recommended'.

Scope of work: Definition of synchronous zones and optimal placement of phasor measurement units (PMUs) for inertia monitoring and tracking. Work is classified as low-risk activity.

1. OHS Policy must comply with OHS Act Section 7 and be signed by the CEO. 2) Valid Letter of Good Standing (COIDA or equivalent) is mandatory. 3) Signed acknowledgement of Eskom’s OHS legal and other requirements (Annexure B) must be submitted.

Eligibility is determined by the ability to meet Eskom’s Safety, Health, and Environmental (SHE) requirements. Key points:

• Contractors must demonstrate competence through appointed, often registered (e.g., with SACPCMP), Health and Safety personnel.
• Must have systems for risk management, record-keeping, disciplinary processes, and compliance with all referenced legislation and Eskom standards.
• Joint ventures must ensure each entity or the single registered entity fulfills all SHE obligations.

Scope: Provision of consultancy services for defining synchronous zones and optimal placement of Phasor Measurement Units (PMUs) for inertia monitoring and tracking in Eskom’s national transmission network.

Key Deliverables:

• Definition of synchronous zones for Eskom’s grid.
• Optimal placement strategy for PMUs to monitor system inertia.
• Technical reports and recommendations for implementation.

Standards and Compliance:

• Must align with Eskom’s Safety, Health, Environmental, and Quality (SHEQ) policies.
• Compliance with Occupational Health and Safety Act (OHS Act) and Construction Regulations.
• Adherence to Eskom’s internal standards (e.g., 32-727 SHE Policy, 32-524 SHE Specifications).
• Risk assessments and mitigation plans for all activities, including working at heights, confined spaces, and hazardous materials (if applicable).

Service Levels:

• Zero Harm principle: No incidents, injuries, or environmental damage.
• Continuous monitoring and reporting of SHE performance.
• Emergency preparedness plans for all identified risks.

Specialised Requirements:

• Contractor must develop project-specific SHE plans, procedures, and work instructions.
• All equipment and materials must meet manufacturer and legislative safety standards.
• Occupational hygiene assessments (e.g., noise, dust, thermal conditions) required if applicable.
• Medical surveillance programmes for employees exposed to occupational risks.

Mandatory Compliance:

• Registration with the South African Council for the Project and Construction Management Professions (SACPCMP) for construction-related roles.
• Compliance with Occupational Health and Safety Act (OHS Act), 1993, and all relevant regulations (e.g., Construction Regulations, General Safety Regulations).
• Adherence to National Environmental Management Act (NEMA), 1998, and Waste Act, 2008.
• Compliance with Mine Health and Safety Act (MHS Act), 1996, if work involves mining-related sites.
• Valid Medical Certificates of Fitness for employees (issued by HPCSA-registered practitioners).

Eskom-Specific Requirements:

• Contractor’s SHE management system must align with Eskom’s SHEQ policies (e.g., 32-727, 32-726).
• Appointment of competent Health and Safety Officers (registered with a statutory body approved by the Chief Inspector).
• Construction Health and Safety Officers required for projects with significant hazards (per Construction Regulation 8(5)).
• Section 37(2) Agreement of the OHS Act for joint ventures or multi-contractor projects.
• Permit-to-Work systems for hazardous activities (e.g., working on Eskom power systems, confined spaces, excavations).

Documentation and Reporting:

• Submission of a project-specific Safety, Health, and Environment (SHE) Plan (approved by Eskom prior to commencement).
• Maintenance of a SHE File for the duration of the project (available for audits/inspections).
• Monthly OHS statistics reporting to Eskom (incidents, man-hours, audit findings).
• Incident reporting to the Department of Labour (per OHS Act General Administrative Regulations 8 and 9).

Additional Requirements:

• Proof of compliance with Eskom’s Life-Saving Rules (e.g., Open-Isolate-Test-Earth-Bond, Hook Up at Heights, Permit to Work).
• Substance abuse policy: Zero tolerance for alcohol/drugs (per General Safety Regulation 2A).
• Training: Induction training for all employees, site-specific awareness, and competency-based training matrices.
• Personal Protective Equipment (PPE) must comply with SANS standards and OHS Act General Safety Regulation 2.
• Environmental compliance: Duty of care to prevent pollution/degradation (per NEMA and Eskom’s environmental policies).

Returnable Documents: Not explicitly listed. Submit all required forms, reports, and supporting documentation as per standard tender requirements. Ensure completeness to avoid disqualification.

Evaluation based on proven experience in: 1) Power system analysis and synchronous zone definition methodologies, 2) PMU placement studies for wide-area monitoring systems, 3) Working with South African grid data or similar large transmission networks, 4) Delivering similar consultancy services to transmission system operators.

Scope: Consultancy for defining synchronous zones and optimal PMU placement for inertia monitoring and tracking.

Key Tasks:

• Inception and Data Gathering:

• Conduct stakeholder consultations with NTCSA to confirm data availability and refine requirements.
• Collect network models, real-time/archived operational data, historical disturbance data, existing PMU coverage, and forecasts (e.g., Transmission Development Plan, generation fleet changes).

• Grid Synchronous Zones Definition:

• Develop methodology (modal analysis, phase angle/frequency response studies, coherency grouping).
• Perform preliminary zoning via dynamic simulations or disturbance-based studies.
• Refine and validate zone boundaries iteratively, aligning with operational realities (constraints, substation interconnections, network expansions).

• PMU Placement Study:

• Define criteria (technical, economic, operational) for optimal placement, including modal analysis, critical tie-line monitoring, and redundancy needs.
• Conduct system studies or algorithm-based optimization to identify critical substations/feeders.
• Perform cost-benefit analysis for PMU additions/removals/relocations.

• Simulation and Validation:

• Use tools (PSS/E, DigSilent PowerFactory, RTDS) to simulate PMU configurations.
• Validate proposed locations via case studies and sensitivity analyses.

• Reporting and Recommendations:

• Deliver a technical report (methodology, results, zone definitions, PMU strategies, implementation timeline).
• Provide integration roadmap for zone-based monitoring into TPSCM and existing inertia prototype tool.
• Conduct at least two workshops/training sessions for NTCSA stakeholders.

• Future Inertia Mitigation:

• Recommend infrastructure investments (synchronous condensers, grid-forming inverters, BESS).
• Develop a roadmap for future inertia monitoring, tracking, and mitigation enhancements.

Exclusions: Procurement/physical installation of PMUs or direct SCADA/WAMS modifications are out of scope.

Department: Department of Labour (South African). No specific contact person, email, phone, or address is provided in the document.

Returnable Documents: If the tenderer employs more than 50 employees, proof of submission of the Employment Equity report to the Department of Labour (South African tenderers only) must be attached.

Open to consultants with expertise in power system analysis, synchronous zone definition, and PMU placement. South African tenderers must comply with Employment Equity Act requirements. International consultants may bid but must note that specific South African compliance sections may not apply.

Requirements for South African tenderers: If the tenderer is a designated employer (employs more than 50 employees), proof of compliance with the Employment Equity Act is required. This includes proof of submission of the Employment Equity report to the Department of Labour.

• Document signature date: 06 November 2025 (exemption letter). Note: This may not be the tender closing date. The tender record lists a closing date of 2026-06-15.

This document is an environmental exemption letter, not the main tender. Submission guidelines (forms, deadlines, returnables) are not specified here. Refer to the primary tender documents for submission instructions.

General: Open to entities that prioritize duty of care to the environment and align with NTCSA’s 'Zero Harm' values. Environmental: No specific environmental prerequisites at tendering phase, but operational activities must follow ISO 14001:2015. Legal: Applicants must comply with South African legislative obligations and NTCSA’s policies.

Scope of Work: A comprehensive study on grid forming technology and synchronous zones. Environmental Requirements: No specific environmental requirements are stipulated for this transaction. The project is assessed as having minimal/no perceived environmental impact. The supplier must ensure operational activities comply with ISO 14001:2015 standard requirements and related legislation.

No environmental requirements are stipulated for the tendering phase. The successful supplier must sign the Contractor Environmental Requirement Proforma Agreement at contract award stage. The supplier must comply with ISO 14001:2015 and related environmental legislation.

• Submit a completed Declaration of Undertaking as part of tender returnables. Failure to do so may result in exclusion. \n• For contractors based in Annex 1 countries (EU-listed non-cooperative tax jurisdictions), submit a fully completed and legally countersigned Declaration of Tax Conformity (Appendix 1) at contract award/review stage. For others, only the Declaration of Undertaking is required. \n• Joint Ventures (JVs) must attach a power of attorney authorizing the signatory to act on behalf of the JV.

Exclusionary criteria (automatic disqualification if met): \n• Bankruptcy, winding-up, or cessation of activities. \n• Final convictions for criminal offenses (e.g., money laundering, terrorism, human trafficking, child labour). \n• Sanctions/embargoes by UN, EU, or Germany (or majority ownership by sanctioned entities). \n• Past contract terminations for significant or persistent non-compliance (unless disputed and unresolved). \n• Misrepresentation in tender information. \n• Exclusion by the World Bank or other multilateral development banks (unless proven irrelevant with supporting evidence). \n• Conflicts of interest (e.g., PEA affiliations, shared control with competitors, involvement in contract specification preparation). \n\nMandatory compliance requirements: \n• Legal and financial autonomy (for state-owned entities). \n• Compliance with tax obligations (tax conformity declaration for Annex 1 countries). \n• No involvement in embargoed sectors (UN/EU/Germany). \n• Commitment to environmental, social, and labour standards (ILO conventions, mitigation measures as specified by PEA).

• Scope: Provide consultancy services for a comprehensive study. \n• Deliverables: Assessments, modelling, and recommendations for Grid Forming Technology. \n• Specific focus: Definition of synchronous zones and optimal placement of Phasor Measurement Units (PMUs) for inertia monitoring and tracking.

• Submit a Declaration of Undertaking certifying no exclusionary conditions apply (e.g., bankruptcy, criminal convictions, tax non-compliance, World Bank debarment, conflicts of interest). \n• Certify compliance with international environmental and labour standards, including ILO fundamental conventions (e.g., no child/forced labour, non-discrimination, worker rights). \n• For Annex 1 country contractors: Submit a legally countersigned Declaration of Tax Conformity at contract award stage. \n• Retain all project-related records for at least six years post-contract fulfillment/termination. \n• Joint Ventures: Provide a power of attorney for the signatory.

Evaluation is based on a 100-point scoring system with a minimum threshold of 75 points to proceed to price evaluation. Criteria and weightings:

• Functionality Requirements (10 points):

• Company experience in defining/analyzing synchronous zones, PMU-based monitoring, and inertia studies (5 points for demonstrated expertise).

• Functional structure of the company/group and alignment of services with project scope (5 points for provided details).

• Company Experience (20 points):

• Years of experience: Less than 1 year (5 points), 1-3 years (10 points), 3-5 years (15 points), Over 5 years (20 points).

• Track Record (30 points):

• Attach at least two written testimonials/reference letters (not older than 3 years) demonstrating prior experience in synchronous zones, PMU placement, or inertia assessments. Scoring: None (0), One (10), Two (20), Three (30).

• Approach (40 points):

• Understanding of the Statement of Work (SOW) and project requirements (10-40 points).

• Tailored methodology addressing synchronous zones and PMU-based inertia monitoring.

• Detailed Project Plan with milestones, timelines, and resource allocation linked to tasks (40 points for comprehensive alignment).

Consultancy services required for:

• Defining synchronous zones in power systems.
• Optimal placement of Phasor Measurement Units (PMUs) for inertia monitoring and tracking.

Technical deliverables and bidder requirements:

• Conduct inertia studies and renewable energy integration at utility scale.
• Power system modelling and dynamic simulations.
• Technical analysis and simulation techniques for zone definition and PMU placement strategy.
• Project Plan with key milestones, timelines, and resource allocation.

Eskom Representative: Albert Shai. Issued on 10 November 2025.

Submit the following returnable documents: - Quality Method Statement based on the scope (use template reference 240-126469599). - Quality Policy approved by top management. - Quality Objectives approved by top management. - Organization chart and responsibility matrix, explicitly including the quality management function/role. - Documented criteria for evaluation, selection, monitoring, and re-evaluation of external providers (per ISO 9001:2015 Clause 8.4). - Completed and signed Form A. - Proof of previous work relevant to synchronous zones, PMUs, or inertia monitoring. All documents must align with the List of Tender Returnables (Category 4: Quality Requirements).

Evaluation is based on: - Documented Quality Management System (QMS) compliant with ISO 9001:2015 (not required to be certified). - Evidence of QMS in operation, including roles, responsibilities, and control of externally provided processes. - Completion of Form A. - Proof of previous work in the specified technical domain (synchronous zones, PMUs, inertia monitoring). Scoring: Section A (QMS Requirements) = 3 points, Section B (QMS in Operation) = 2 points, Section E (Additional Requirements) = 2 points.

Scope: Definition of synchronous zones and optimal placement of phasor measurement units (PMUs) for inertia monitoring and tracking. Deliverables: - Documented criteria for evaluation, selection, monitoring, and re-evaluation of external providers (as part of QMS). - Quality Method Statement aligned with the project scope.

Must demonstrate compliance with ISO 9001:2015 (documented QMS, not necessarily certified). No explicit mention of B-BBEE, tax, CIDB, or other regulatory compliance in the provided sections.