Five-year as-and-when-required supply and delivery of gear oil pumps — ESKOM, limpopo

The strategy covers supply and delivery of milling plant gear oil pumps on an as-and-when-required basis for five years. The document defines the technical evaluation criteria. It applies only to the scope described as supply and delivery of mill gear oil pumps. Key references include the Tender Technical Evaluation Procedure (240-48929482), the applicable commercial procurement strategy, ISO 9001, Eskom SHEQ Policy, Supplier Quality Management Specification, Eskom Procurement and Supply Management Procedure, asbestos handling requirements, and ISO 14001.

Technical evaluation proceeds in two stages: mandatory criteria, then qualitative criteria.

Mandatory stage:

• Bidders must score "Yes" on every mandatory criterion. Any "No" disqualifies the bid.
• Mandatory criteria:

1. Technical data sheets for the milling plant pumps listed in the scope of work, showing all dimensions and design parameters, with the correct specifications highlighted. Submitting fewer than four data sheets corresponding to the scope is disqualifying.
2. General arrangement (GA) drawings for the applicable pumps, showing all parts, materials, a bill of materials (BOM), and data sheets.

Qualitative stage (scored 5, 4, 2, 0; scores 1 and 3 are not used):

• 5 (100%) – Fully meets technical requirements with no foreseen risks.
• 4 (80%) – Meets requirements with acceptable risks, exceptions, or conditions.
• 2 (40%) – Does not meet requirements, or has unacceptable risks, exceptions, or conditions.
• 0 – Totally deficient or non-responsive.

The two qualitative criteria are experience (60% weight) and storage procedure (40% weight).

Minimum qualifying score: 70%.

Experience evidence:

• Must submit purchase orders or client appointment letters, each with the corresponding delivery notes and completion certificates.
• Submitting only purchase orders without delivery notes and completion certificates scores 0.
• 5 or more complete sets: score 5.
• 4 complete sets: score 4.
• 3 or fewer complete sets: score 2.
• No submission or incomplete evidence: score 0.

Storage procedure (signed):

• Signed procedure covering all required preservation methods, packaging, storage methods, storage environment, and temperature-control requirements: score 5.
• Signed procedure covering only packaging and storage of couplings or storage environment (inadequate): score 4.
• Unsigned procedure: score 2.
• No procedure submitted: score 0.

Scope: Supply and delivery of milling plant gear oil pumps on an as-and-when-required basis for five years.

Pumps must meet the following operating parameters:

• Pressure rating: 1.1 bar to 300 bar.
• Operating speed: 700 RPM to 4000 RPM.

Required deliverables with the bid:

• Technical data sheets for each pump in the scope (at least four data sheets), showing all dimensions and design parameters.
• General arrangement (GA) drawings showing all parts, materials, and a bill of materials (BOM) with data sheets.

Applicable standards and policies (most recent editions apply):

• ISO 9001: Quality Management Systems.
• ISO 14001: Environment.
• Eskom SHEQ Policy (32-727).
• Supplier Quality Management: Specification (240-105658000).
• Eskom Procurement and Supply Management Procedure (32-1034).
• Requirements for Safe Processing, Handling, Storage, Disposal and Phase-out of Asbestos (32-303).
• Informative references: OHS Act, OHSAS 18001.

Qualitative evaluation includes industry involvement and expertise (60% weight).

Evidence of experience in supplying gear rotary pumps is required.

• Previously supplied pumps must have pressure ratings from 1.1 bar to 300 bar and operating speeds from 700 RPM to 4000 RPM.
• Evidence: purchase orders or client appointment letters, each with corresponding delivery notes and completion certificates.

Scoring:

• 5 or more complete sets: score 5.
• 4 complete sets: score 4.
• 3 or fewer complete sets: score 2.
• No submission or only purchase orders without delivery notes and completion certificates: score 0.

ISO 9001 (Quality Management Systems) is a normative reference. The most recent edition applies.

Minimum technical qualifying score: 70%.

Evidence of relevant experience is mandatory for qualitative scoring:

• Submit purchase orders or client appointment letters, each accompanied by delivery notes and completion certificates.
• The pumps previously supplied must have pressure ratings from 1.1 bar to 300 bar and operating speeds from 700 RPM to 4000 RPM.

Quality management:

• ISO 9001 applies.

Environmental management:

• ISO 14001 applies.

Health and safety:

• Eskom SHEQ Policy and the OHS Act and OHSAS 18001 apply.

Asbestos handling:

• Requirements for safe processing, handling, storage, disposal and phase-out of asbestos (32-303) apply.

The Eskom SHEQ Policy (32-727), the Occupational Health and Safety Act, and OHSAS 18001 (Health and Safety) apply as references. Requirements for the safe processing, handling, storage, disposal and phase-out of asbestos (32-303) also apply.

Evaluation is in two stages: mandatory criteria (pass/fail) followed by qualitative criteria (scored).

Mandatory criteria – must all be met, otherwise disqualification:

• Provide technical data sheets for the pumps, showing all dimensions and design parameters; highlight correct specifications. Fewer than four data sheets is disqualifying.
• Provide GA drawings showing all parts and materials, including BOM and data sheets.

Qualitative criteria:

• Two categories: experience (60%) and signed storage procedure (40%).
• Minimum weighted score to pass: 70%.

Scoring scale: 5, 4, 2, 0 (1 and 3 are not used).

Experience evidence must be purchase orders or appointment letters with delivery notes and completion certificates; otherwise 0.

Unacceptable technical risks:

• Delivery time longer than four months.

Unacceptable exceptions/conditions:

• Submitting a data sheet not applicable to the standards or materials.

Supply and delivery of gear oil pumps on an as-and-when-required basis for a period of five years. The pumps are for milling plant applications. Technical requirements include data sheets and general arrangement drawings for all pumps in the scope of work, with at least four data sheets required.

Closing date: 19 November 2026 at 10h00 (electronic submission only)

Clarification meeting (non-compulsory): 05 November 2026 at 14h00 via Microsoft Teams

Clarification queries deadline: 5 working days before the tender submission deadline (by 12 November 2026)

Tender validity: 180 days from the closing date and time

Eskom Representative (Procurement)

Name: Mabuse Maila

Role: Eskom Representative

Email: [email protected]

Telephone: 014 763 8816

Fraud and corruption reporting

Telephone: 0800 11 2722

Email: [email protected]

Clarification meeting link: https://teams.microsoft.com/meet/3899157880567394?p=pQQ5smbS9PQpEze7cb

Submission Method: Electronic only via the Eskom E-tendering site at https://etendering.eskom.co.za. No hard copies accepted.

• Documents must be uploaded in PDF format, with a limit of 50MB per file and a total submission limit of 900MB per submission.
• No zip or compressed files allowed.
• Documents must be organised into Technical, Commercial, Financial, and Other folders.
• The price list must be in PDF format.
• If a tender is resubmitted, only the latest version is accepted; previous versions become void.
• Submission status must be marked as complete.
• Closing time: 10h00 on 19 November 2026. Late submissions are not accepted.
• Returnable documents (disqualifiable if missing or incomplete at closing):
• Annexure A (Authorisation Form): proof of signatory authority.
• Annexure B (Acknowledgement Form): acknowledgement of OHS and other legal requirements.
• Annexure C (Tenderer's Particulars): bidder details.
• Annexure D (Integrity Pact Declaration): agreement to the Supplier Integrity Pact.
• Annexure E (CPA Requirements for Local Goods/Services): local content commitment.
• Annexure F (CPA(IG) for Imported Goods/Services): applicable if imported goods/services are used.
• Annexure G1-G4 (SBD 6.2 and Local Content Declarations): for local production and content.
• Annexure H (SBD 1 Invitation to Bid): completed as the offer cover.
• Annexure J (SBD 4 Bidders Disclosure): discloses any state employment or conflicts of interest.
• Additional returnables (disqualifiable): completed NEC or other contract, completed pricing schedule, proof of CSD registration, and a certified tax clearance certificate if not covered by a SARS PIN or CSD profile.
• Returnables required for evaluation (non-disqualifiable but scored zero if missing): Annexure I (SBD 6.1 Preference Points Claim Form), functionality/technical documents (storage procedure, company experience).
• Joint ventures must submit a letter of intent or valid JV agreement, confirmation that the JV operates as a single entity, and details of a single designated bank account.
• For e-tendering, the entire submission must be uploaded by the closing time; failure to submit all documents renders the tender non-responsive.

Evaluation stages:

1. Eligibility check: pass/fail, based on the listed disqualification criteria.
2. Basic compliance: pass/fail.
3. Technical/functionality evaluation: scored out of 100, minimum threshold 70/100. Failure to reach 70% disqualifies.

• Mandatory technical returnables (disqualifying if missing):
• Data sheets for milling plant pumps in the scope of work, showing all dimensions and design parameters. Fewer than four data sheets disqualifies.
• General arrangement (GA) drawings of the pumps, showing all parts, materials, bill of materials, and data sheets.
• Functionality criteria (weighted):
• Industry involvement and expertise (60%): experience in supply and delivery of gear rotary pumps. Scores based on number of purchase orders or client appointment letters with delivery notes and completion certificates. Pumps must have pressure ratings 1.1 bar to 300 bar and operating speeds 700 to 4000 RPM.
• Signed storage procedure for preserving mill pumps (40%): describes packaging, storage methods, required storage environment, and temperature control. Points for completeness, partial coverage, or no submission.

4. Pricing: scored out of 80 points.

• Price evaluation includes VAT, correction for arithmetical errors, exclusion of contingencies, adjustments, and Net Present Value comparison. Unconditional discounts count for evaluation; conditional discounts applied at payment.

5. Specific Goals (preference points) under the PPPFA 80/20 system: scored out of 20 points. Evidence must be submitted; failure to submit evidence results in zero points for that goal but not disqualification.
6. Ranking: total of pricing and specific goals scores, ranked highest to lowest.

• After evaluation, contractual requirements (CSD, OHS, quality, environmental, financial statements) are assessed; failure to meet them by the prescribed deadlines may render the tender non-responsive.
• No alternative tenders allowed.
• No public opening of tenders; tenders are downloaded electronically. Prices are not read out.

Scope: Supply and delivery of gear oil pumps on an as-and-when-required basis for a period of five years.

• Pumps are for milling plant applications.
• Technical requirements:
• Data sheets for each pump in the scope of work, showing all dimensions and design parameters, with the correct specifications corresponding to the pump highlighted. At least four data sheets must be submitted.
• General arrangement (GA) drawings for each pump in the scope of work, showing all parts, materials, bill of materials, and data sheets.
• Cataloguing: The successful tenderer may be required to provide cataloguing information per item after contract award and label materials according to Eskom's specification. If cataloguing is required, the pricing schedule must include a line item for it, and Eskom will pay for cataloguing.

Company experience in the supply and delivery of gear rotary pumps is required. Evidence must include purchase orders or client appointment letters with delivery notes and completion certificates. Pumps must have pressure ratings 1.1 to 300 bar and operating speeds 700 to 4000 RPM. The more evidence submitted (5 or more), the higher the score. OHS competency requires CVs and qualifications of key personnel.

Category 4 Quality Requirements: Deliverables must be evaluated. Section A: valid ISO 9001:2015 certificate with relevant scope, or credible proof of a compliant QMS including a quality manual or method statement. Quality policy and objectives approved by top management. Section B: documented information for defined roles, responsibilities and authorities (organisation chart and responsibility matrix), and control of externally provided processes, products and services. Section E: completed Form A and a contract quality plan specifying how quality will be delivered.

The pricing schedule (Bill of Quantities) must be submitted, either included in the NEC contract or separately. It must be in PDF format for e-tendering. The schedule should include a line item for cataloguing if required. Prices are evaluated out of 80 points, inclusive of VAT, and adjusted for arithmetic errors and variations. Unconditional discounts are considered in evaluation.

Pricing Schedule: Completed pricing schedule must be submitted in PDF format. It should be based on the NEC contract or separately if not contained in the contract.

Price evaluation: Prices are evaluated inclusive of VAT, corrected for arithmetical errors, and adjusted for variations. Net Present Value comparisons are made. Unconditional discounts are considered; conditional discounts are applied at payment.

Payment terms:

• Contracts below R50,000,000 (incl. VAT): payment within 30 days of receipt of undisputed invoices.
• Contracts above R50,000,000 (incl. VAT): payment within 60 days of receipt of undisputed invoices.

Performance security: Not applicable.

Due diligence: Audited financial statements for the previous 18 months (or the last year) may be required. For JV/SPV, statements for each participant are required. Start-ups (less than 12 months) are exempt but must provide statements for the first year once available.

Mandatory contractual requirements:

• Proof of valid and current CSD registration (CSD number or CSD report), required at award stage.

Tax compliance:

• Tax clearance certificate required for local tenderers not on CSD or not providing a SARS e-filing PIN, and for foreign tenderers with a South African footprint. Foreign suppliers with no SA footprint complete SBD 1 but need no tax clearance.

B-bbee:

• B-BBEE status level certificate or sworn affidavit accepted for preference points.

Employment Equity:

• Designated employers must provide proof of compliance, including submission of the Employment Equity report.

OHS (Occupational Health and Safety):

• OHS returnables required at evaluation of those passing functionality, with a cure period of 7 working days for missing documents.

Required OHS documents include:

• Signed Acknowledgement of Eskom's OHS legal and other requirements (Annexure B)
• Health and Safety Plan addressing scope-specific risks
• Detailed costing for OHS management (not lump sum)
• Valid COIDA letter of good standing (or equivalent)
• OHS policy signed by CEO, complying with OHS Act Section 7
• OHS competency CVs and qualifications

Quality:

• Valid ISO 9001:2015 certificate with relevant scope, or credible proof of an ISO 9001-compliant QMS including a quality manual and method statement.
• Quality policy and objectives approved by top management.
• Organisation chart and responsibility matrix including quality management.
• Contract quality plan specifying how quality will be delivered.

Environmental:

• Environmental policy, aspects and impacts register, and method statement.

CIDB: Not applicable.

Local content: Minimum local content for pumps is 70%.

Fraud and corruption reporting: 0800 11 2722 / [email protected].

OHS requirements are contractual and evaluated after functionality. Suppliers must submit OHS returnables, or will be given 7 working days to provide missing documents. Required documents: signed acknowledgement of Eskom's OHS legal requirements (Annexure B), Health and Safety Plan addressing scope risks, detailed costing for OHS management, valid COIDA letter of good standing, OHS policy signed by CEO complying with OHS Act Section 7, and OHS competency CVs and qualifications. Failure to submit within the cure period renders the tender non-responsive.

Environmental requirements include submission of an environmental policy, aspects and impacts register, and method statement. Additionally, financial viability may be assessed through audited financial statements or a financial analysis due diligence.

Contract will be governed by the NEC3 Supply Contract. Conditions of tender are the Eskom Standard Conditions of Tender, accessible at www.eskom.co.za. The Tender Data takes precedence over the Standard Conditions in case of ambiguity. Eligibility criteria: bidders must not be under any restriction from doing business with Eskom or State-Owned Companies, not from sanctioned countries, not submit more than one tender (except e-tendering size limits), joint ventures must be jointly and severally liable, no conflict of interest, tender signed by authorised person, not restricted by National Treasury, not on the Tender Defaulters list, and must not subcontract 100% of the scope. Alternative tenders are not allowed. The successful tenderer may be required to provide cataloguing information after award. Payment terms: 30 days for contracts below R50 million, 60 days for contracts above R50 million.

Functionality evaluation: scored out of 100, minimum 70% to pass. Criteria: (1) Industry involvement and expertise (weight 60%) based on number of purchase orders or client appointment letters with delivery notes and completion certificates, for gear rotary pumps with pressure ratings 1.1-300 bar and operating speeds 700-4000 RPM; (2) Signed storage procedure (weight 40%) describing packaging, storage methods, required environment, and temperature control. Quality requirements are evaluated under Category 4, with specific evidence required for ISO 9001 certification or equivalent, quality policy, objectives, organisation chart, and contract quality plan. Failure to meet functionality threshold results in disqualification.

Supply and delivery of gear oil pumps on an as and when required basis for a period of five years (5 years).

Mandatory quality evaluation based on ISO 9001:2015 certification or documented QMS compliance.

• A.1: Valid ISO 9001:2015 certificate with relevant scope; else credible proof of ISO 9001:2015 compliant QMS (Quality Manual or Method Statement ref 240-126469599). Score: 1
• A.2: Quality Policy approved by top management. Score: 1
• A.3: Quality Objectives approved by top management. Score: 1
• B.1: Documented information for roles, responsibilities and authorities (org chart and responsibility matrix including quality function). Score: 1
• B.2: Documented information for control of externally provided processes, products and services (criteria for evaluation, selection, monitoring and re-evaluation of external providers). Score: 1
• E.1: Form A completed and signed. Score: 1
• E.2: Contract quality plan covering supply and delivery for contract duration. Score: 1
• E.3: Preservation procedure and example of preservation records if products stored at supplier premises. Score: 1

Total possible score: 8. All scored deliverables must be met (indicator = 1).

Procurement: Supply and delivery of gear oil pumps.

Basis: As and when required.

Contract period: Five years (5 years).

Quality management system (QMS): Must hold a valid ISO 9001:2015 certificate with relevant scope, OR provide credible proof of ISO 9001:2015 compliant QMS including a Quality Manual or Quality Method Statement based on the tender scope.

Form A must be completed and signed.

The document is Form A — Tender and Contract Quality Requirements for Eskom specification 240-105658000, covering pre-contract award quality requirements and post-contract award quality performance.

No tender-specific dates are stated in the document. The closing date is 19 November 2026 at 08:00 (from the tender record), but this document does not confirm a closing time.

Eskom quality representative:

• Name: Andani Muthelo
• Role: Quality Control Officer
• Date: 08 May 2025 (signature date on Form A)

Required returnable documents:

• Form A: Tender and Contract Quality Requirements for 240-105658000 (and Quality Requirements for ISO 9001 Standard). The tenderer must mark each applicable clause with an X or '-' as indicated.
• Select only one pre-contract award quality category (Category 1, 2, 3 or 4) and indicate whether a site assessment applies.
• Complete Section E: name, designation, date and signature of the tenderer's quality representative.

Submission method and closing time are not stated in this document.

The tenderer must complete and submit Form A, including indicating the applicable pre-contract award quality category and whether a site assessment is applicable. The tenderer must also provide the name, designation, date, and signature of its quality representative in Section E. No other eligibility criteria are stated in the document.

Scope of quality requirements (Form A):

• Pre-contract award quality requirements apply (clause 3 of spec 240-105658000).
• Post-contract award quality requirements apply, including contract execution and supplier quality performance monitoring.
• Standard conditions include Eskom's rights of access, rights to information, preservation, quality audits, and management of nonconformities.
• Special processes apply.

ISO 9001 standard requirements apply across all clauses (Context of the Organisation, Leadership, Planning, Support, Operation, Performance Evaluations, Improvement).

ISO 9001 quality management principles apply, including customer focus, leadership, engagement of people, process approach, improvement, evidence-based decision making, and relationship management.

Quality requirements per ISO 9001 standard apply. The tenderer must comply with clauses 4 to 10 (Context, Leadership, Planning, Support, Operation, Performance Evaluation, Improvement). Specific quality management obligations (clause 3.8) include Eskom rights of access, rights to information, preservation, quality audits, management of nonconformities, and special processes.

No eligibility or compliance requirements are stated beyond completing Form A and identifying a quality representative.

No evaluation criteria are defined in this document. The tenderer's completion of Form A is required.

Supply and delivery of gear oil pumps on an as-and-when-required basis, over a contract period of 60 months.

Closing date: 19 November 2026 at 08:00 (from tender record).

Note: Document mentions 'Review Date April 2026' as a template review date, not a tender date.

Returnable documents (to be completed, signed and returned with the bid):

• SBD 6.2 (Declaration for Local Production and Content) and Annex C (Local Content Declaration – Summary Schedule), as the commodity is a designated sector.
• Valid B-BBEE certificate or sworn affidavit (as applicable).
• Proof of ownership/shareholding (preferably CIPC documentation) including shareholding breakdown.
• Certified ID copies of shareholders.
• Proof of disability where applicable.
• For trusts, consortia or joint ventures: consolidated B-BBEE verification certificate.
• Valid tax compliance status (CSD registration implied).

Evaluation is based on price and specific goals as per PPPFA.

• Maximum 10/20 points for specific goals, added to price points (total rounded to two decimals).
• Contract awarded to tenderer scoring the highest total points.
• B-BBEE points (specific goals) by status level:
• Level 1: 10 (90/10) / 20 (80/20)
• Level 2: 9 / 18
• Level 3: 6 / 14
• Level 4: 5 / 12
• Level 5: 4 / 8
• Level 6: 3 / 6
• Level 7: 2 / 4
• Level 8: 1 / 2
• Non-compliant: 0 / 0
• If preference point documentation is not provided, bidder is not disqualified but scores only on price (out of 90/80) and 0 points for specific goals.
• Objective criteria (designated sector local content) is a condition for contract award; failure to meet it may result in the second-ranked tenderer being recommended.

Supply and delivery of gear oil pumps on an as-and-when-required basis.

• Contract duration: 60 months (five years).
• Designated sector: MV Motors and Pumps — local content threshold for pumps: 70%.

Pricing must follow the Price Schedule in the tender documents; the tender response must separate local and imported components. Local procurement content is total spending minus the imported component.

Pricing must be provided per the Price Schedule in the tender documents; tender response must separate local and imported components.

• Local procurement content: total spend minus imported value.
• SDL&I penalty: 1.5% of contract value for failure to meet SDL&I obligations.
• Retention: 1.5% of every invoice (excluding VAT) retained for the duration of the contract as security for SDL&I obligations; released upon full fulfilment.

B-bbee:

• Valid B-BBEE certificate (SANAS accredited verification agency), sworn affidavit, or CIPS affidavit required for preference points and as a condition for contract award.
• If annual total revenue ≤ R10 million (EME): sworn affidavit may be submitted.
• If annual total revenue ≤ R50 million (QSE): must comply with QSE scorecard elements unless at least 51% black-owned, in which case sworn affidavit required.
• If annual total revenue > R50 million: valid B-BBEE certificate required.
• Affidavit validity conditions: deponent name and ID as per ID document, designation (director/owner/member), enterprise details, black ownership percentages, revenue, financial year end, status level, empowering supplier status, same signing date for deponent and Commissioner of Oaths, Commissioner of Oaths cannot be an employee/ex officio of the enterprise.
• Proof of ownership/shareholding (preferably CIPC) and certified ID copies of shareholders required.
• For trusts/consortia/JVs: consolidated B-BBEE certificate.

Local content:

• 70% local content threshold for pumps.
• SBD 6.2 and Annex C are returnable.

SDL&I objectives (contractual, not scored):

• B-BBEE improvement/retention plan within 30 days of contract signature.
• If Level 4 at award: must achieve Level 3 by end of year 1, then improve one level per year.
• If Level 5–8 or non-compliant: must achieve Level 4 by end of year 1, then improve one level per year from year 2.
• Local procurement content proposal (Eskom target 100%).
• Jobs to be created/retained in South Africa.
• Skills development: one candidate per R15 million spend (cumulative), sourced from Lephalale Municipality area, bursary for minimum 24 months.
• Quarterly SDL&I reports per Data Collection Template; Eskom reviews within 30 days; corrective measures required if obligations not met.
• SDL&I Implementation Schedule to be completed and returned within 28 days of contract award.

No health and safety requirements are stated in the document. The section content provided concerns the validity of B-BBEE sworn affidavits, not health and safety.

Evaluation is based on price and specific goals (max 10/20 points) per the 80/20 or 90/10 preferential procurement system. The contract is awarded to the tenderer with the highest total points. If preference point documentation is not submitted, the bidder scores only on price and 0 points for specific goals. The commodity is designated with a 70% local content threshold for pumps.