5-Year on-demand turbine and oil auxiliary analysis services for ESKOM tgs maintenance sites

{"name":null,"email":"[email protected]","phone":"011 629 4546","department":null,"address":"n the conditions of contract identified"}

The scope of responsibility includes perioding oil analysis and RBOT (Oxidation stability) Analysis at the

Service Providers Laboratory. The scope of services will be rendered to ERI, as and when required, over

a period of 5 years.

General Requirements

Lead / Turn Around times

• The supplier must ensure quick turnaround time of 72 hours or even sooner, this includes laboratory

testing and providing detailed report with clear explanations and specific recommendations for actions.

• The supplier must also be able to perform emergency oil analysis and results must be available within

24 hours or sooner, this includes laboratory testing and providing the reports

Where Services will be rendered

• The Eskom Power Station for the Services include Camden Power Station, Duvha Power Station,

Hendrina Power Station, Kriel Power Station & Medupi Power Station.

Scope of Work (SOW)

Below are the tests which are associated with both periodical oil sampling and RBOT

• Wear metals
• Contaminants
• Additives and lubricant condition
• Viscosity at 40 C and 100 C, and Viscosity idex
• Cleanliness rating
• Particle count test
• Total acid number
• Water test
• Oxidation and nitration test
• Foaming
• Total base number
• Oil filter analysis
• Analytical ferrography
• Demulsibility Test ASTM D1401
• Air release oil analysis

Contractor’s Name of 31

ESKOM holdings soc limited

Periodical Turbine and Auxiliary Oil Analysis

• Water by Karl Fisher
• PQ Index

Quality requirements

All service providers are expected to comply with, but not limited to the following:

• Lab Certification Requirement: These ISO Standards must be adhered to - ISO4406 cleanliness

method for measuring particle contamination levels, and ISO 17025 for competence in testing and

calibration.

• Adherence to Quality Management System Policies, Procedures and related requirements of ISO

9001.

• Adherence to Occupational Health and Safety Policies, Procedures and related requirements of the

Ohsas 18001.

• Adherence to environmental aspects, related impacts and legal requirements associated with work

activities in accordance with ISO 14001.

Key deliverables

The following deliverables are to be met by the service provider:

• No customer complaints
• Compliance to all ERI Work Instructions, processes, procedures, and standards
• Turn Around times are to be achieved.

Contractor’s Name of 31

ESKOM holdings soc limited

Periodical Turbine and Auxiliary Oil Analysis

C3.1: Employer’s service information

Management meetings

The conditions of contract (e.g. Clause 16.2) and other sections of the Service Information (e.g. safety risk

management) may require that a meeting shall be held. However the intention of all NEC contracts is that the

Parties and their agents use the techniques of partnering to manage the contract by holding meetings

designed to proactively and jointly manage the administration of the contract with the objective of minimising

the adverse effects of risks and surprises for both Parties.

Depending on the size and complexity of the service, it is probably beneficial for the Service Manager to hold a

weekly risk register meeting (Clause 16.2). This could be used to discuss safety, compensation events,

subcontracting, overall co-ordination and other matters of a general nature. Separate meetings for specialist

activities such as planning and activities of a technical nature may also be warranted.

Describe here the general meetings and their purpose. Provide particulars of approximate times, days,

location, and attendance requirements, stipulating that attendees shall have the necessary delegated authority

to make decisions in respect of matters discussed at such meetings.

The following text could be used as a model for this section:

Regular meetings of a general nature may be convened and chaired by the Supply Manager as follows:

Title and purpose Approximate time & interval Location Attendance by:

Risk register and Weekly on ________ at

compensation events ___

Overall contract progress Monthly on _____ at ___ Employer,

and feedback Contractor and

___

Meetings of a specialist nature may be convened as specified elsewhere in this Service Information or if not so

specified by persons and at times and locations to suit the Parties, the nature and the progress of the service.

Records of these meetings shall be submitted to the Service Manager by the person convening the meeting

within five days of the meeting.

All meetings shall be recorded using minutes or a register prepared and circulated by the person who

convened the meeting. Such minutes or register shall not be used for the purpose of confirming actions or

instructions under the contract as these shall be done separately by the person identified in the conditions of

contract to carry out such actions or instructions.

Invoicing and payment

The Z clauses make reference to invoicing procedures stated here in this Service Information. Also include a

list of information which is to be shown on an invoice.

Within one week of receiving a payment certificate from the Service Manager in terms of core clause 51.1, the

Contractor provides the Employer with a tax invoice showing the amount due for payment equal to that stated

in the Service Manager’s payment certificate.

Contractor’s Name of 31

ESKOM holdings soc limited

Periodical Turbine and Auxiliary Oil Analysis

The Contractor shall address the tax invoice to

Eskom Rotek Industries

Accounts Payable Department

Lower Germiston Road

Rosherville

and include on each invoice the following information:

Name and address of the Contractor and the Service Manager.

The contract number and title;

Contractor’s VAT registration number;

The Employer’s VAT registration number 4740101508;

Description of service provided for each item invoiced based on the Price List;

Total amount invoiced excluding VAT, the VAT and the invoiced amount including VAT;

(add other as required)

Add procedures for invoice submission and payment (e. g. electronic payment instructions)

Insurance provided by the Employer

First read TSC3 Core Clause 86.1 and then add anything necessary for the management of insurance related

issues such as a cross reference to where procedures for making claims can be found. Also provide contact

details for persons capable of being able to answer any insurance related queries the Contractor may have, as

well as to whom the information required by Marine Insurance (if any) may be addressed.

Health and safety, the environment and quality assurance

Health and safety risk management

In addition to the requirements of the laws governing health and safety, Eskom may have some additional

requirements particular to the service and the Affected Property for this contract. The text below provides for

these being attached as an Annexure to this Service Information. PLEASE ALSO READ CORE CLAUSE 27.4

Together with z7 in the additional conditions of contract to make sure that

Whathever is included in the annexure follows on from those clauses.

The Divisional/Regional Safety Risk Manager or his representative having jurisdiction over the service must

provide the relevant safety, health and environmental (SHE) criteria for incorporation into this Service

Information. The SHE specification / scope must be signed off by the Divisional/Regional Safety Risk Manager

or his representative confirming that the applicable safety criteria have been taken into account.

The Divisional Safety Risk Managers who will be responsible for the allocation of resources to assist P&SCM

with the above processes are as follows:

· Generation: Roley McIntyre

· Transmission: Tony Patterson

· Distribution: Alex Stramrood

· Enterprises: Jace Naidoo

· Corporate: Kerseri Pather

Contractor’s Name of 31

ESKOM holdings soc limited

Periodical Turbine and Auxiliary Oil Analysis

The Contractor shall comply with the health and safety requirements contained in Service Information.

Procurement

There is a cross reference from the core clause 11.2(6) definition of Disallowed Cost to the Service

Information regarding procurement procedures. This part of the Service Information MUST include any such

procedures to be able to administer Disallowed Cost.

Equipment provided by the Employer

Some Employer’s obligations are stated in the Scope of Work above and these will be detailed in the Plan.

Hook ups to existing works

Not Applicable

Tests and inspections

Description of tests and inspections

Not Applicable

Materials facilities and samples for tests and inspections

Refer to Scope of Work

Contractor’s Name of 31

ESKOM holdings soc limited

Periodical Turbine and Auxiliary Oil Analysis

Task Order

for use with NEC3 Term Service Contract

Department:

Contract No: 46______ Task Order No: 45___________

Part One: Data provided by the Employer

Employer’s postal address: Employer’s representative:

Eskom Rotek Industries SOC Ltd. Name

Turbo Gen Services Tel

P. O. Box 40099 Fax

Cleveland Cell

2022 E-mail

Detailed description of the work in the Task

Services and other things provided by the Employer

Starting date: Task Completion Date:

Delay damages:

The period of reply to a The Contractor submits a

communication for this 2 working days revised programme for this

Task Order is: Task Order every

Contractor’s representative: Employer’s representative:

Signature: ____________________________ Signature: ________________________________

Part Two: Data provided by the Contractor

Contractor’s postal address: Contractor’s representative:

Name

Tel

Fax

Cell

E-mail

Contractor’s Name of 31

ESKOM holdings soc limited

Periodical Turbine and Auxiliary Oil Analysis

Additional compensation events

Any other activities not covered by this Task Order

Any extension to the planned completion Date.

Any delays to the program caused by other contractors.

Additional data

Assessment schedule (Part 1. 50.1)

The full value of this task order will be invoiced upon completion.

Contractor’s representative: Employer’s representative:

Signature: _______________________________ Signature: ________________________________

that the Service, Plant and Materials or the design information provided by the Contractor to

him hereunder or the use of same as specified hereunder constitutes an infringement of any

patent, trademark or copyright of the Republic of South Africa, the Contractor shall be promptly

notified thereof and shall at its own expense conduct all negotiations for the settlement of the

claim and litigation that may arise from such alleged infringement. The Employer shall not,

before the Contractor shall have failed to take over the conduct of the negotiation or litigation,

make any admission which might be prejudicial thereto. The Employer shall at the request of

the Contractor afford him all technical assistance that the Employer is able to provide for the

purpose of contesting any such claim or action

• The supplier must ensure quick turnaround time of 72 hours or even sooner, this includes laboratory

testing and providing detailed report with clear explanations and specific recommendations for actions.

• The supplier must also be able to perform emergency oil analysis and results must be available within

24 hours or sooner, this includes laboratory testing and providing the reports

Item nr. Description Unit Qty Unit price Subtotal Total Price

Total of the Prices for this Task Order

Total of the Prices for this Task Order (in words):

All Prices in this Task Order exclude VAT

The above prices are valid for 30 days from the date of the Contractors signature below

Contractor’s Delegated Authority: Employer’s Delegated Authority:

Signature: Signature: ________________________________

________________________________

Name: (Print) _____________________________

Name: (Print)

_____________________________ Date:

Date:

Contractor’s Name of 31

Part C1 Agreements & Contract Data

Part C2 Pricing Data

Part C3 Scope of Work

CONTRACT No. RRR00

Documentation prepared by: Eskom Rotek Industries SOC Limited Procurement

Part C1 Agreements and Contract Data, (which includes this Form of Offer and Acceptance)

Part C2 Pricing Data

Part C3 Scope of Work: Service Information

and drawings and documents (or parts thereof), which may be incorporated by reference into the above

listed Parts.

levels have been presented to the Contractor.

Should asbestos be detected during the execution of the services, the Contractor’s personnel

will stop the work and leave the contaminated area forthwith and the Employer arranges for the

area to be cleaned and decontaminated as per the above standards. The Contractor will be

compensated for the waiting period according to the valid hourly rates and for all further cost

incurred as a result of service interruption due to asbestos.

have been presented to the Contractor.

Should asbestos be detected during the execution of the services, the Contractor’s personnel

will stop the work and leave the contaminated area forthwith and the Employer arranges for the

area to be cleaned and decontaminated as per the above standards. The Contractor will be

compensated for the waiting period according to the valid hourly rates and for all further cost

incurred as a result of service interruption due to asbestos.

Part 2: Pricing Data

TSC3 Option A

pages

C2.1 Pricing assumptions: Option A

C2.2 The price list

Contractor’s Name of 31

.

C2.1 Pricing assumptions: Option A

• Has taken account of the guidance given in the TSC3 Guidance Notes relevant to Option A;
• Understands the function of the Price List and how work is priced and paid for;
• Is aware of the need to link operations shown in his plan to items shown in the Price List;
• Has listed and priced items in the price list which are inclusive of everything necessary and

incidental to Providing the Service in accordance with the Service Information, as it was at the time

of tender, as well as correct any Defects not caused by an Employer’s risk;

• Has priced work he decides not to show as a separate item within the Prices or rates of other listed

items in order to fulfil the obligation to complete the service for the tendered total of the Prices.

• Understands there is no adjustment to items priced as lump sums if the amount, or quantity, of work

within that item later turns out to be different to that which the Contractor estimated at time of

tender. The only basis for a change to the (lump sum) Prices is as a result of a compensation event.

Payment Terms: payment certificate from the Service Manager in terms of core

clause 51.1, the Contractor provides the Employer with a tax invoice in accordance with the

Employer's procedures stated in the Service Information, showing the amount due for payment

equal to that stated in the payment certificate.

Z8.2 If the Contractor does not provide a tax invoice in the form and

Proof of experience and qualifications, as per the prequalification requirements work instruction

B-BBEE Details: ssignment

Z1.1 The Contractor does not cede, delegate or assign any of its rights or obligations to any person

without the written consent of the Employer.

Z1.2 Notwithstanding the above, the Employer may on written notice to the Contractor cede and

delegate its rights and obligations under this contract to any of its subsidiaries or any of its

present divisions or operations which may be converted into separate legal entities as a result

of the restructuring of the Electricity Supply Industry.

Z2 Joint ventures

Z2.1 Not applicable

Z3 Change of Broad Based Black Economic Empowerment (B-BBEE) status

Z3.1 Where a change in the Contractor’s legal status, ownership or any other change to his business

composition or business dealings results in a change to the Contractor’s B-BBEE status, the

Contractor notifies the Employer within seven days of the change.

Z3.2 The Contractor is required to submit an updated verification certificate and necessary

supporting documentation confirming the change in his B-BBEE status to the Service Manager

within thirty days of the notification or as otherwise instructed by the Service Manager.

Z3.3 Where, as a result, the Contractor’s B-BBEE status has decreased since the Contract Date the

Employer may either re-negotiate this contract or alternatively, terminate the Contractor’s

obligation to Provide the Service.

Z3.4 Failure by the Contractor to notify the Employer of a change in its B-BBEE status may

constitute a reason for termination. If the Employer terminates in terms of this clause, the

procedures on termination are P1, P2 and P4 as stated in clause 92, and the amount due is A1

and A3 as stated in clause 93.

Z4 Ethics

Z4.1 Any offer, payment, consideration, or benefit of any kind made by the Contractor, which

co

signature of Date

witness

Note: If a tenderer wishes to submit alternative tenders, use another copy of this Form of Offer and

11.2(15) The following matters will be included in

• Outage movements

the Risk Register

• Breakdowns
• Scope creep and emergent work
• Pandemics

12.2 The Service Information is in Part 3: Scope of Work and all documents and

drawings to which it makes reference

13.1 The law of the contract is the law of the Republic of South Africa

13.3 The language of this contract is English

2 The period for reply is 2 hours emergency / 12 hours for Planning,

stated in this Contract by the Contractor for

loss and damage to third party property (other

than the Contractor’s Service, plant and

materials) and death or injury to a person.

X19 Providing the Service by Task Order Task Order

X19.2 The amount for delay damages for late

completion of the service to be calculated at 5%

per week of the relevant Task Order value.

All safety files (SHE) including Portfolio of

Evidence (POE) must be finalised two days

prior to the execution of a Task Order and or

mobilization to site. Any delays beyond the

starting date of the Services/Task Order due to

non-compliant SHE files including POEs shall

be treated in terms of a delay damages and

imposed on the contract as follows:

• Incomplete SHE files – 1% per day
• Incomplete POE’s - 1% per day

X19.3

Z5.5

clause.

Z6 Waiver and estoppel: Add to core clause 12.3:

Z6.1 Any extension, concession, waiver or relaxation of any action stated in this contract by the

not give rise to an estoppel unless the Parties agree otherwise and confirm such agreement in

writing.

Z7 Health, safety and the environment: Add to core clause 27.4

Z7.1 The Contractor undertakes to take all reasonable precautions to maintain the health and safety

of persons in and about the execution of the service. Without limitation the Contractor:

• accepts that the Employer may appoint him as the “Principal Contractor” (as defined and

provided for under the Construction Regulations 2014 (promulgated under the Occupational

Health & Safety Act ) (“the Construction Regulations”) for the Affected Property;

• warrants that the total of the Prices as at the Contract Date includes a sufficient amount for

proper compliance with the Construction Regulations, all applicable health & safety laws

and regulations and the health and safety rules, guidelines and procedures provided for in

this contract and generally for the proper maintenance of health & safety in and about the

execution of the service; and

• undertakes, in and about the execution of the service, to comply with the Construction

with TRGS 519 (German Technical Rules for Hazardous Substances) must be carried out, with

the maximum permissible limit value being 500 fibres per m3, with an upper confidence level of

the poison distribution lower than 1000 F/m3. The measurement and evaluation must be

conducted according to VDI 3492 or Acceptable SABS approved standards. Results of the

measurement have to be presented to the Contractor. The costs of the action incurred for this

purpose, including any requisite follow-up measurements required by the Contractor, shall be

borne by the Employer.

with TRGS 519 (German Technical Rules for Hazardous Substances) must be carried out, with

the maximum permissible limit value being 500 fibres per m3, with an upper confidence level of

the poison distribution lower than 1000 F/m3. The measurement and evaluation must be

conducted according to VDI 3492 or Acceptable SABS approved standards. Results of the

measurement have to be presented to the Contractor. The costs of the action incurred for this

purpose, including any requisite follow-up measurements required by the Contractor, shall be

borne by the Employer.

against the Employer, loss of use of capital or revenue, cost of money, radioactive

contamination, measures of reinstatement of impaired environment, worker claims,

preventive measures, replacement power costs, acts of terrorism, rumour damage,

interest, legal costs (including costs in initiating, prosecuting, investigating, settling or

defending claims or suits), and fees of counsel.

2. “Consultant” means any person, firm, corporation, vendor, subcontractor or, and/or

supplier, regardless of tier, and the parent company or companies, affiliates, subsidiaries

and/or related companies/entities, and the directors, officers, employees and agents of

each such entity, which has furnished or is furnishing to the Agreement Company or

rendered or declared invalid by a court of competent jurisdiction, such invalidation of such part

or portion of this Appendix A should not invalidate the remaining portions thereof, and they shall

remain in full force and effect. The provisions of this Appendix A shall be liberally constructed

to effectuate its purposes..

Z19 Transport Arrangements

240-99475034, of the proposed Contractor’s staff together with certificates of medical fitness to

be furnished to the Employer before task order signature

Z21 Estimated Price

The estimated price must be based on the scope of work as defined in Part 3 of this contract.

Contractor’s Name of 31

(From the example given in an Appendix within the TSC3 Guidance Notes)

Entries in the first four columns in the price list in section C2.2 are made either by the Employer or the

tendering contractor.

• Water by Karl Fisher
• PQ Index

• Lab Certification Requirement: These ISO Standards must be adhered to - ISO4406 cleanliness

method for measuring particle contamination levels, and ISO 17025 for competence in testing and

calibration.

• Adherence to Quality Management System Policies, Procedures and related requirements of ISO

9001.

• Adherence to Occupational Health and Safety Policies, Procedures and related requirements of the

Ohsas 18001.

• Adherence to environmental aspects, related impacts and legal requirements associated with work

activities in accordance with ISO 14001.

The conditions of contract (e.g. Clause 16.2) and other sections of the Service Information (e.g. safety risk

management) may require that a meeting shall be held. However the intention of all NEC contracts is that the

weekly risk register meeting (Clause 16.2). This could be used to discuss safety, compensation events,

subcontracting, overall co-ordination and other matters of a general nature. Separate meetings for specialist

activities such as planning and activities of a technical nature may also be warranted.

provide the relevant safety, health and environmental (SHE) criteria for incorporation into this Service

or his representative confirming that the applicable safety criteria have been taken into account.

environmental laws and regulations and rules, guidelines and procedures otherwise provided

Contractor’s Name of 31

the poison distribution lower than 1000 F/m3. The measurement and evaluation must be

item or design of equivalent quality, or modify such affected item or design so as to make it

non-infringing without affecting the quality.

Provision of periodical turbine and auxiliary oil analysis services at various TGS Maintenance Sites for a period of 5 years on an as-and-when-required basis. Services include periodic oil analysis and RBOT (Oxidation stability) Analysis performed at the Service Provider's Laboratory for Eskom Rotek Industries SOC Ltd.

This document is a Scope of Work (SOW) only and does not contain submission requirements. No submission address, closing date, returnable documents list, or submission format is specified in this document. Bidders must obtain the full tender documentation for submission requirements.

Laboratory must be certified to ISO 17025 for testing competence. Must comply with ISO 4406 for particle contamination measurement. Must have quality management system compliant with ISO 9001. Must have occupational health and safety system compliant with OHSAS 18001. Must have environmental management system compliant with ISO 14001. Must be capable of performing all specified tests including wear metals, contaminants, additives, viscosity, particle count, acid number, water tests, oxidation tests, and specialized analyses like analytical ferrography and PQ Index.

• Service: Periodical turbine and auxiliary oil analysis including RBOT (Oxidation stability) Analysis
• Location: Service Provider's Laboratory with services rendered at Eskom power stations
• Service Locations: Camden Power Station, Duvha Power Station, Hendrina Power Station, Kriel Power Station, and Medupi Power Station
• Duration: 5 years on an as-and-when-required basis
• Standard Turnaround: 72 hours or sooner including laboratory testing, detailed report with clear explanations, and specific recommendations
• Emergency Service: Results available within 24 hours or sooner including laboratory testing and reports
• Tests Required: Wear metals, Contaminants, Additives and lubricant condition, Viscosity at 40°C and 100°C and Viscosity index, Cleanliness rating, Particle count test, Total acid number, Water test, Oxidation and nitration test, Foaming, Total base number, Oil filter analysis, Analytical ferrography, Demulsibility Test ASTM D1401, Air release oil analysis, Water by Karl Fisher, PQ Index
• Reference Standard: Eskom Standard for In-Service Monitoring of Lubricating and Hydraulic Oils (240-83797737)
• Key Deliverables: No customer complaints, compliance to all ERI Work Instructions, processes, procedures, and standards, and achievement of turnaround times

• ISO 4406: Cleanliness method for measuring particle contamination levels
• ISO 17025: Competence in testing and calibration
• ISO 9001: Quality Management System Policies, Procedures and related requirements
• OHSAS 18001: Occupational Health and Safety Policies, Procedures and related requirements
• ISO 14001: Environmental aspects, related impacts and legal requirements
• Standard Reference: Eskom Standard for In-Service Monitoring of Lubricating and Hydraulic Oils (240-83797737)

• Lab Certification: ISO 4406 cleanliness method for measuring particle contamination levels
• Lab Certification: ISO 17025 for competence in testing and calibration
• Quality Management: ISO 9001 compliance required
• OHS: OHSAS 18001 compliance required
• Environment: ISO 14001 compliance required
• Note: No CSD registration, tax clearance, B-BBEE, CIDB, or CIPC requirements are specified in this document

• OHSAS 18001: Adherence to Occupational Health and Safety Policies, Procedures and related requirements
• Note: No specific health and safety procedures or plans are detailed in this document

No evaluation criteria specified. Document contains quality requirements only.

• Tender closing date: 30 June 2026.
• Tender closing time: 10h00.
• Non-compulsory clarification meeting: 19 June 2026 at 09h30 via Microsoft Teams.
• Confirm attendance with the Eskom Representative, providing attendee names, positions, and contact details.
• Clarification queries deadline: 10 working days before tender submission deadline.
• Tender validity period: 180 days.

• Non-compulsory clarification meeting: 19 June 2026 at 09h30 via Microsoft Teams.
• Confirm attendance with Eskom Representative, providing attendee details.
• If meeting were mandatory, non-attendance would lead to disqualification.

• Eskom Representative: Mpho Maphanga.
• Telephone: 011 629 4477.
• Email: [email protected].
• Fraud and corruption reporting: 0800 11 2722 or [email protected].
• Clarification meeting link: https://teams.microsoft.com/meet/358889741591440?p=yhnUhX7D3JO5KRuLHI.

• Submit electronically via Eskom E-tendering site by the stipulated closing date and time.
• Tender closing: 30 June 2026 at 10h00. Late submissions will not be accepted.
• Upload documents under Technical, Commercial, Financial, and other folders.
• All documents must be in PDF format. The price list must be submitted in both PDF and Excel format.
• Maximum upload size per document is 500 MB; total submission restricted to 4 GB. No zip/compressed files.
• Ensure the submission status is indicated as complete. If you resubmit, only the latest version will be accepted.
• Mandatory returnables required at tender closing (disqualifiable if incomplete or missing):
• Annexure A: Authorization Form
• Annexure B: Acknowledgement Form
• Annexure C: Tenderer’s Particulars
• Annexure D: Integrity Pact Declaration Form
• Annexure E: CPA for local goods/services (if applicable)
• Annexure F: CPA(IG) for imported goods/services (if applicable)
• Annexure G1-G4: SBD 6.2 Declaration Certificate for Local Production and Content (if designated materials included)
• Annexure H: SBD 1 Invitation to Bid
• Annexure I: SBD 6.1 Preference Points Claim Form
• Annexure J: SBD 4 – Bidders Disclosure
• Proof of valid CSD registration (full report not more than 30 days old)
• Alternative tenders are not allowed.

1.1 Annexures to the Tender The following document listed hereunder are attached to this Invitation to Tender/Request for Proposal. [Annexures that are identified with an asterisk () are mandatory for all tenders and must not be deleted or removed. Other annexures must be included/attached only when they are applicable.] Number Description Annexure Attached (Y / N / N/A) 1.1.1 Authorisation Form Annexure A Y 1.1.2 Acknowledgement form Annexure B Y 1.1.3 Tenderer’s particulars Annexure C Y 1.1.4 Integrity Declaration Form (Suppliers are required to download and read the Supplier Integrity Pact. It is accessible on the Eskom Tender Bulletin via Eskom Supplier Integrity Pact (eskom.co.za) link) Annexure D Y 1.1.5 CPA Requirements for Local Goods/Services Annexure E Y 1.1.6 CPA(IG) for Foreign Goods/Services (if applicable) Annexure F Y 1.1.7 SBD 6.2 Declaration Certificate for Local Production and Local Content (only applicable if designated materials are included and then Tenderers will be required to complete and submit Annexures G1 to G4 as evidence of compliance with this requirement). Annexure C Local Content Declaration- Summary Annexure G2 Schedule Y Annexure D Imported Content Declaration – Supporting Annexure G3 Schedule to Annexure C Y Annexure E Local Content Declaration- Supporting Annexure G4 Schedule to Annexure C Y 1.1.8 SBD 1 Invitation to Bid must be filled out by all tenderers and submitted with the tender at tender submission deadline Annexure H Y 1.1.9 SBD 6.1 Preference Points Claim Form in terms of PPPFA 2022 regulations Annexure I Y 1.1.10 SBD 4 – Bidders Disclosure Annexure J Y 1.1.11 Tax Evaluation questionnaire to determine whether a company, close corporation (CC) or Trust is a personal service provider for purposes of PAYE [only to be attached for services type of contracts]. N/A 1.1.12 Reverse e-auction training acknowledgement form (if applicable) N/A 1.1.13 Reverse e-auction process (if applicable) N/A 1.1.14 E-tendering Help Manual acknowledgement form Attached 1.1.15 E-tendering Help Manual for supplier Attached 1.1.16 CIDB Contract Skills Development Goals (CSDG) (if applicable) N/A 1.1.17 Contract Participation Goals (CPG) (if applicable) N/A 1.1.18 Scope of Work Attached 1.1.19 NEC or other Contract Attached 1.1.20 Pricing Schedule/BOQ (if not contained in Contract) Attached PDF and excel format. The upload size per document is 500 megabytes and total submission is restricted to 4 gigabytes.

• Scope: Provision of periodical turbine and oil auxiliary analysis at various TGS maintenance sites for 5 years on an as-and-when-required basis.
• Mandatory contractual requirements include:
• Lab certification adhering to ISO 4406 (cleanliness method for particle contamination) and ISO 17025 (competence in testing and calibration).
• Adherence to ISO 9001 (Quality Management System).
• Adherence to OHSAS 18001 (Occupational Health and Safety).
• Adherence to ISO 14001 (Environmental Management).
• Submission of valid and relevant COIDA letter.
• Additional requirements may include financial viability (recent 24 months financial statements).
• Contract conditions: NEC3 Term Services Contract with core clauses and options including price adjustment, delay damages, low performance damages, and key performance indicators.

• Refer to Scope of Work (attached) for detailed methodology and execution plan.
• Tender opening: same date and time as tender deadline; no public opening for E-tendering.

• Mandatory adherence to ISO 9001 (Quality Management System).
• Lab certification required: ISO 4406 for particle contamination measurement and ISO 17025 for testing and calibration competence.
• Submit copies of ISO certifications on closing date.

• Pricing Schedule/BOQ attached in PDF and Excel format.
• Upload size per document max 500 MB; total submission max 4 GB.
• Include line item for cataloguing if required.
• Completed pricing schedule must be submitted with tender.

• Pricing must be submitted in the Pricing Schedule/BOQ (attached) in PDF and Excel format.
• Payment terms:
• For contracts below R50 million (including VAT): payment within 30 days of receipt of undisputed invoice.
• For contracts above R50 million (including VAT): payment within 60 days of receipt of undisputed invoice.
• Eskom reserves the right to negotiate with preferred bidders if tendered prices are not market-related.
• Cataloguing may be required; include a line item for cataloguing in the pricing schedule if applicable.
• No performance bond or demand guarantee required for this tender.

• Mandatory: Proof of valid CSD registration (full report not more than 30 days old).
• B-BBEE: Submit proof of B-BBEE status level via certificate, sworn affidavit, or as prescribed by the B-BBEE Codes.
• Tax compliance: Foreign tenderers with a South African footprint must submit a tax clearance certificate if not registered on CSD. Local tenderers must provide SARS e-filing PIN for verification.
• COIDA: South African tenderers must submit an original certificate of good standing or proof of application from the Compensation Fund or licensed insurer.
• Employment Equity: Designated employers must submit proof of compliance with the Employment Equity Act, including proof of report submission.
• CIDB: Not applicable for this tender.
• Eligibility criteria include restrictions on nationality (no countries on international sanctions lists), conflict of interest, and tender defaulters. Subcontracting 100% of scope is not allowed.

• Mandatory adherence to OHSAS 18001 (Occupational Health and Safety).
• Submit valid and relevant COIDA letter (Certificate of Good Standing or proof of application).
• SHEQ requirements as per attached scope of works.

• Mandatory adherence to ISO 14001 (Environmental Management).
• Compliance with environmental aspects, impacts, and legal requirements associated with work activities.

• Contract conditions: NEC3 Term Services Contract.
• Core clauses and options include X1 (price adjustment for inflation), X2 (changes in law), X3 (multiple currencies), X7 (delay damages), X17 (low performance damages), X20 (key performance indicators), and Z (additional conditions).
• Payment terms: 30 days for contracts below R50 million (including VAT), 60 days for contracts above R50 million.
• Tender validity: 180 days.
• Eligibility: Tenderers must not be from countries on international sanctions lists, must not submit multiple tenders (except within E-tendering limits), and must not have conflicts of interest.

• Alternative tenders not allowed.
• If allowed, alternatives only based on completion date, payment method, technical methods/specifications, or NEC contract options, subject to Eskom acceptance.

• Eligibility criteria: Tenderers must not be from sanctioned countries, must not submit multiple tenders (except within E-tendering limits), must have JV/consortium agreement with joint and several liability, must not have conflicts of interest, must be authorized, not restricted by National Treasury, not on tender defaulters list, and must not subcontract 100% of scope.

• Price scored out of 80 points; Specific Goals scored out of 20 points.
• Objective criteria applicable (Annexure K).
• Reverse e-auction not applicable.

Returnable Documents: Not specified in the provided document. Ensure all required forms and supporting documents are submitted as per standard tender practices.

Service providers must have demonstrated capability in turbine oil analysis and testing. Must have appropriate laboratory facilities and equipment for RBOT testing and oil sampling analysis. Previous experience with power station or similar industrial clients is typically required. Bidders must comply with Eskom's supplier registration requirements and applicable South African regulatory standards for laboratory testing.

Scope: Provision of periodical turbine and oil auxiliary analysis at various TGS maintenance sites (Duvha, Hendrina, Camden, Kriel, Medupi Power Stations) for a period of 5 years on an as-and-when-required basis. Services include: RBOT (Oxidation stability) testing and Routine Oil Sampling.

Pricing must be structured per power station and per service type. Required details: Price per sample for RBOT (Oxidation stability) and Routine Oil Sampling. Example: Duvha Power Station - RBOT: R60.00 per sample, Routine Oil Sampling: R1,400.00 per sample. Repeat for Hendrina, Camden, Kriel, and Medupi Power Stations. Total pricing must exclude VAT.

Pricing must be provided per sample and per power station. Example rates from the pricing schedule: RBOT (Oxidation stability) at R60.00 per sample, Routine Oil Sampling at R1,400.00 per sample. Pricing is exclusive of VAT. Submit a detailed pricing schedule for all listed power stations and services.

Eligibility is determined by scoring at least 75% on the technical evaluation. Specific scoring thresholds exist for each criterion: Experience (35% weight, scored based on contract value), Customer Satisfaction (20% weight, scored based on number of recommendation letters), Lab Availability (20% weight, requires a conforming confirmation letter), and Emergency Turnaround Strategy (25% weight, requires a fully detailed plan).

Scope: Provision of periodical turbine and oil auxiliary analysis services at various TGS Maintenance Sites

Duration: 5 years on an as-and-when required basis

Key service requirement: Emergency oil analysis turnaround time of 24 hours

Testing laboratory must conform to scope of work requirements

Returnable documents required for evaluation:

• Purchase Orders and corresponding Invoices demonstrating past oil analysis experience
• Recommendation letters from previous clients
• Confirmation letter for testing laboratory availability (on company letterhead, signed)
• Quick turnaround time strategy document

Supplier past experience in Oil Sampling/Analysis over the past 5 years (35% weight)

Required evidence: Copy of Purchase Orders and corresponding Invoice for that Purchase Order

Scoring based on value of documented experience:

• < R500,000: 0 points
• > R500,000 to R1,000,000: 10 points
• > R1,000,000 to R2,000,000: 20 points
• > R2,000,000: 35 points

Customer Satisfaction: 20% weight

Required evidence: Recommendation letters from previous work relating to Oil Sampling/Analysis

Scoring based on number of letters:

• No letters: 0 points
• 1-3 letters: 5 points
• 4-6 letters: 15 points
• 6-8 letters: 20 points

Testing laboratory must conform to scope of work requirements

Laboratory availability must be confirmed via official company letterhead and signed confirmation

Confirmation must verify lab conformity to the oil analysis scope of work

Emergency orders require oil analysis and report production within 24-hour maximum lead time

Strategy must address safety protocols for conducting oil analysis during emergency situations

Customer Satisfaction (20%): Recommendation letters scoring - 0 points (no letters), 5 points (1-3 letters), 15 points (4-6 letters), 20 points (6-8 letters)

Availability of Testing Laboratory (20%): Confirmation letter scoring - 0 points (no submission), 10 points (incomplete/non-compliant), 20 points (all requirements met)

Quick Turnaround Time Strategy (25%): Emergency response plan scoring - 0 points (no submission), 15 points (partial without clear turnaround), 25 points (completed in full)

Minimum qualifying score: 75%

This document is an acknowledgement form for Eskom OHS legal and other requirements. It does not contain the full tender description. The tender relates to provision of periodical turbine and oil auxiliary analysis at various TGS maintenance sites for a period of 5 years on an as-and-when-required basis.

This document is an OHS acknowledgement form annexure only. It does not contain submission guidelines, returnable documents list, or submission instructions. Refer to the main tender document for submission requirements.

Companies must have OHS management systems aligned with Eskom requirements. Must demonstrate experience in similar work (Eskom may request testimonials/references). Must have competent resources and ability to manage subcontractors. Must acknowledge and comply with all OHS legal requirements. Must be willing to undergo Eskom verification processes.

This document does not contain technical specifications for turbine and oil auxiliary analysis. The tender title indicates services involve periodical turbine and oil auxiliary analysis at various TGS maintenance sites for 5 years on an as-and-when-required basis. Refer to the main tender document for detailed scope and technical requirements.

OHS Compliance Requirements:

• Supplier/contractor/tenderer must understand and comply with Eskom OHS requirements
• Must comply with Eskom contractor Health and Safety requirements standards 32-136
• Must comply with Occupational Health and Safety Act
• Must comply with Compensation for Occupational Diseases and Illnesses Act
• After contract award, supplier must fully align company processes to Eskom OHS requirements (policies, procedures, standards)
• Penalties enforced on main supplier for non-conformance identified for main supplier and/or its contractors/suppliers pertaining to Eskom or statutory OHS requirements
• All employees (contractors/suppliers) must undergo relevant Eskom induction
• Main contractor must demonstrate selection criteria when appointing subcontractors
• Must notify Eskom prior to appointing subcontractors for work commencement
• Must ensure subcontractors have adequate resources and competencies
• Main supplier accountable for managing subcontractors to ensure legal and Eskom requirements are met
• Main supplier must monitor subcontractors through audits and assessments for OHS compliance
• All non-conformances by subcontractors dealt directly with main contractor through performance and penalty processes
• Eskom reserves right to verify compliance; contractor may be asked to provide testimonials and client references
• Signed acknowledgement form required confirming understanding of OHS requirements and consequences of non-compliance

Document Control Information:

• Eskom Identifier: 240-43921804 Rev 5
• Document Identifier: 240-77471499 Rev 3
• Effective Date: May 2021
• When downloaded from document management system, this document is uncontrolled
• User responsibility to ensure alignment with authorised version on system
• No part may be reproduced without expressed consent of Eskom Holdings SOC Ltd, Reg No 2002/015527/30

Acknowledgement Form Requirements:

• Company/Supplier Name must be completed
• Name of Authorised person (CEO/Director/Managing Director) must be provided
• Signature and Date required
• Two witnesses required (Witness 1 and Witness 2)
• Form confirms acknowledgement of obtaining copies of OHS documents, full understanding, and consequences of non-compliance

• Submit the required OHS returnable documents as part of your tender submission.
• The OHS tender returnables must be marked 'Y' (Yes) for submission.
• Ensure all documents are signed where required, including the acknowledgement of Eskom's OHS legal requirements (Annexure B).

• The OHS tender returnables list requires you to indicate 'Y' (Yes) for submission of each required document.
• The form requires the designation, signature, and date from Eskom’s/Client’s OHS Representative.

Eligibility is contingent on meeting the specified OHS compliance requirements. Bidders must either have a certified OHS system (ISO 45001 or equivalent) to follow the PART B route, or be prepared to submit comprehensive OHS documentation (Plan, BRA, Policy) if following the PART A route. A valid Letter of Good Standing from the Compensation for Occupational Injuries and Diseases Act (COIDA) or equivalent is mandatory for all bidders.

• Scope: Provision of periodical turbine and oil auxiliary analysis at various TGS maintenance sites for 5 years on an as-and-when-required basis.
• This is classified as medium-risk work.
• The tenderer must complete the OHS tender evaluation report template (Document Identifier 240-77471969 Rev 3).

• Health and Safety (OHS) compliance is mandatory. You must submit one of two sets of documents:

Option 1 (For suppliers without a certified OHS system):

• Signed acknowledgement of Eskom's OHS legal and other requirements (Annexure B).
• A project-specific OHS plan addressing the scope's risks.
• A Baseline OHS Risk Assessment (BRA) with methodology for safety, health, and environmental risks.
• A valid Letter of Good Standing (COIDA or equivalent).
• An OHS policy signed by the CEO, complying with OHS Act Section 7.

Option 2 (For suppliers certified for an auditable OHS system):

• Signed acknowledgement of Eskom's OHS legal requirements (Annexure B).
• ISO 45001 certificate or equivalent.
• A valid Letter of Good Standing (COIDA or equivalent).

• You must address project-specific OHS risks in your OHS plan, aligned with health and safety specifications.
• Submit a Baseline OHS Risk Assessment (BRA) identifying, assessing, and managing safety, health, and environmental risks related to the work. Include the risk assessment methodology.
• Provide a valid Letter of Good Standing (COIDA or equivalent).
• Submit a signed acknowledgement of Eskom's OHS legal and other requirements form (Annexure B).
• Note: A separate compliance path exists for suppliers/contractors certified for an auditable OHS system.
• For certified suppliers, an ISO 45001 certificate or equivalent is required.

• Provision of services for periodical turbine and auxiliary oil analysis for a period of 5 years.
• The tender aims to promote socio-economic transformation, empowerment of small enterprises, rural and township enterprises, designated groups, and local industrial development.

• ERI reserves the right to award the contract to a supplier that commits to Transformation - B-BBEE Improvement or Retention Plan, Skills Development, Job Creation, and Socio-Economic Development for beneficiaries residing within the Local Municipalities where the service will be consumed.
• Supplier Development & Localisation Matrix: Local Content to South Africa (50% weight, 100% target) and Skills Development (50% weight).
• Transformation – BBBEE Retention or Improvement Plan:
• Respondents must indicate how they will maintain (if Level 1) or improve their B-BBEE status over the contract period.
• Respondents with a B-BBEE status of Level 5 to Level 8 or non-compliant must achieve Level 4 by the end of the first contract year and improve at least one level higher each year thereafter.
• Skills Development: The successful supplier must provide a bursary of R60,000 per ERI-assigned beneficiary at a chosen South African university for every R4.8 million invoiced.
• Job Creation: The successful supplier must indicate the number of jobs to be created and/or retained.
• At least 50% of semi-skilled and 100% of unskilled labour must be sourced from the Local Municipality where the service is consumed.
• Socio-Economic Development: The successful supplier must spend 0.1% of the invoiced amount on Corporate Social Investment initiatives for black communities as identified by ERI.
• Monitoring and Reporting: Quarterly SDL&I compliance reports must be submitted using the SDL&I Data Collection Template.
• ERI will review reports within 60 days and notify the supplier of any non-compliance.
• Corrective measures must be implemented before the next quarter if obligations are not met.
• SDL&I Penalty: A penalty of 2.5% of the invoiced amount (excluding VAT) per quarter may be applied for failure to meet SDL&I obligations.
• The SDL&I implementation schedule must be completed and returned for acceptance before contract award.

• The SDL&I Matrix is not an evaluation criterion.
• The successful supplier must submit proposals before being eligible for award in accordance with Section 2(1)(f) of the Preferential Procurement Policy Framework Act (PPPFA).
• Respondents will be allocated points in terms of a preference point system based on specific goals.
• Specific goals relate to implementing the programmes of the Reconstruction and Development Programme (RDP).

• Eskom has a functionality for 'closed tenders', which are sent privately via email to suppliers who meet selection criteria.

• Closing date: 23 August 2022.
• Closing time: 3:42 PM.

• For IT or technology-related issues with the eTendering system: Contact the ITCARE support team at 0860 724 365.
• For issues related to tender submissions: Contact the designated buyer for the specific tender.
• Automated submission emails may come from [email protected].

• Submission is electronic via the Eskom eTendering system.
• You must register on the eTendering portal to gain access.
• Registration requires a valid email and cell phone; an OTP will be sent for verification.
• You need a CSD number to access the system.
• Upload your tender documents via the portal.
• Documents must be categorised correctly (e.g., Technical, Commercial, Finance).
• Individual file size must not exceed 50MB; total submission must not exceed 900MB.
• After uploading, you must click 'Finalize Submission' to complete the process.
• A submission confirmation email with a submission ID will be sent; save this for future reference.
• For submission issues, contact the designated buyer for the tender.
• For technical issues with the eTendering system, contact ITCARE at 0860 724 365.

• If you experience problems with the Tender Bulletin, eTendering, or OpenText systems, contact the buyer responsible for the published tender.

Suppliers must be registered on Eskom's eTendering system with a valid CSD number. The document does not specify additional technical or financial eligibility criteria beyond the submission requirements.

• The service required is the provision of periodical turbine and oil auxiliary analysis at various TGS maintenance sites.
• The contract is for a period of 5 years on an as-and-when-required basis.
• All bidding and submission must be done electronically via the Eskom eTendering web-based system.
• The system replaces physical submission at Eskom offices.
• Suppliers must register online, providing details and verifying via OTP sent to email and cell phone.
• Access the system via: https://tenderbulletin.eskom.co.za or https://eTendering.eskom.co.za.
• Ensure you have a CSD number to register and access the tender.

• Tender submissions require documents to be uploaded in specific categories: Commercial, Technical, and Finance.

• You must have a valid Central Supplier Database (CSD) number to register and access the Eskom eTendering system.

• The tender may involve 'closed tenders' sent directly to pre-selected suppliers who meet specific criteria.