ESKOM tutuka power station: 5-Year gearbox & geared motor refurbishment and supply contract

• Mandatory returnable document: E-Tendering Training Acknowledgement Form (Annexure No. to be filled).
• Required fields: Enquiry number, Business name/JV, Contact person, Tel (landline), Cellphone, Email address.
• Acknowledgement: Tenderer confirms they have undergone self-training via the e-Tendering Noddy Guide, video, or clarification meeting and are satisfied to operate the E-Tendering Solution.
• Submission: Must be fully completed and submitted to Eskom within the prescribed period before e-tendering.
• Consequence of non-compliance: Tenderer will be deemed non-responsive and disqualified from the procurement process.
• Signature block: Authorized signature, designation, date.
• Document control: Uncontrolled when downloaded; user responsible for ensuring alignment with authorized version. Copyright Eskom Holdings SOC Ltd.

Any business entity or joint venture (JV) intending to bid on the ESKOM gearbox/geared motor refurbishment and supply tender must complete this form. No specific technical eligibility criteria are detailed in this form; it is purely an administrative prerequisite for e-tendering access.

• This document does not contain technical specifications for the gearbox refurbishment tender.
• It is solely an E-Tendering Training Acknowledgement Form (Template ID: 240-9722574 Rev 1) required for e-tendering participation.
• Effective date: August 2023; Form review date: August 2026.

• No specific compliance requirements (CSD, tax, B-BBEE, CIDB, etc.) are mentioned in this form.
• The only compliance requirement is the mandatory completion and submission of this acknowledgement form for e-tendering.

Valid ISO 9001:2015 certification with relevant scope from internationally accredited certification body. Demonstrated operational QMS with documented roles, external provider controls, recent audit history, and management reviews. Capability to develop project-specific Contract Quality Plan and Inspection/Test Plans. Ability to comply with Eskom QM58 specification and deliver Category 1 quality returnables. Geographic capability to service Mpumalanga region for 5-year duration.

• The supplier must conform to Eskom's QM58 – Supplier Quality Management Specification and ISO 9001:2015 requirements.
• The supplier must adhere to Eskom documented information such as procedures (including control of non-conforming output products and services) and policies.
• The supplier must deliver according to client specifications.
• The supplier must provide a quality returnable according to Category 1.
• Quality Management System certification (ISO 9001) requirements:

• Valid certification by an ISO accredited body is required (Option 1).
• The ISO 9001 certificate must have defined and relevant product/service scoping.
• The certificate must be issued by an approved and authorized certification authority.
• The certification authority must have recognized international accreditation.
• The certificate must have a valid expiry date.

• Evidence of QMS in operation must be provided, including:

• Documented organization chart and responsibility matrix including the quality management function.
• Documented criteria for evaluation, selection, monitoring, and re-evaluation of external providers.
• Latest internal management system audit report with nonconformity and corrective action details.
• Latest certification management system audit report not older than 12 months.
• Records of Management Review meetings (minutes, attendance registers).

• A Draft Contract Quality Plan specific to the scope of work is required.
• A Draft or Example Inspection and Test Plan (ITP) or Quality Control Plan (QCP) for similar/previous work is required.
• Form A must be completed and signed.
• Other requirements as per the scope of work and/or specification may apply.

• Evidence of Quality Management System (QMS) in operation is evaluated.
• Required documents include an organization chart and responsibility matrix that includes the quality management function.
• Required documents include criteria for evaluation, selection, monitoring, and re-evaluation of external providers.
• A Draft Contract Quality Plan specific to the scope of work is required.
• A Draft or Example Inspection and Test Plan (ITP) or Quality Control Plan (QCP) is required.
• The supplier must conform to QM58 – Supplier Quality Management Specification and provide a quality returnable according to Category 1.
• A valid ISO 9001 certification from an accredited body is required.

Eskom's Quality Representative: Dimpho Mnisi, Officer Quality Assurance.

Not explicitly stated in this document. However, implied eligibility requires: (1) Valid ISO 9001:2015 certification, (2) Capability to meet Category 1 pre-contract assessment per 240-105658000 clause 3.5, (3) Capacity to refurbish and supply gearboxes/geared motors for power generation applications, (4) Ability to comply with Eskom's access, information, preservation, and audit rights throughout 5-year contract period.

Scope: Refurbishment of gearboxes and geared motors, and supply of new gearboxes and geared motors on an 'as and when required' basis for a period of 5 years.

• Pre-contract award quality requirements are applicable (Category 1 selected).
• The supplier must comply with Eskom's quality specification 240-105658000 and ISO 9001 standard clauses.
• Post-contract award, Eskom retains rights of access, information, preservation, and will conduct quality audits.
• Special processes and management of nonconformities are required.

The supplier's quality management system must address ISO 9001 clauses:

• Clause 4: Context of the organisation.
• Clause 5: Leadership.
• Clause 6: Planning.
• Clause 7: Support.
• Clause 8: Operation.
• Clause 9: Performance evaluation.
• Clause 10: Improvement.
• Principles include customer focus, leadership, engagement of people, process approach, improvement, evidence-based decision making, and relationship management.

Post-contract award, contract execution and supplier quality performance monitoring will be applied.

The tenderer must complete and sign Form A to acknowledge and accept Eskom Supplier Quality Requirements.

• Pre-contract award quality requirements are applicable.
• Post-contract award, supplier quality performance will be monitored.
• Quality audits related conditions apply.

• You must complete and submit the 'Annexure B: Acknowledgement Form for Eskom OHS legal and other requirements' (Eskom Identifier 240-43921804 Rev 5, Document 240-77471499 Rev 3).
• The form requires:

• Company/Supplier Name.
• Name of Authorised person (CEO/Director/Managing Director).
• Signature and Date.
• Signatures of two witnesses.

• By signing, you acknowledge you have obtained copies of the OHS documents, understand them, and understand the consequences of non-compliance.

Not explicitly stated in this document. This is an OHS acknowledgement annexure. Eligibility criteria would be detailed in the main tender documents. However, suppliers must demonstrate ability to meet Eskom's OHS standards, manage sub-contractors effectively, and have adequate resources and competencies for gearbox/geared motor refurbishment and supply.

• You must understand and comply with Eskom's Occupational Health and Safety (OHS) legal and other requirements.
• Compliance is required with, but not limited to:

• Eskom contractor Health and Safety requirements standards 32-136.
• Any provided OHS specifications/requirements.
• The Occupational Health and Safety Act.
• The Compensation for Occupational Diseases and Illnesses Act.

• After contract award, you are responsible for fully aligning your company's processes with Eskom's OHS requirements (policies, procedures, standards).
• Penalties will be enforced on the main supplier for non-conformance pertaining to Eskom and/or statutory OHS requirements.
• Ensure all employees (contractors/suppliers) undergo the relevant Eskom induction.

• As the main contractor/supplier, you must:

• Demonstrate to Eskom the process and selection criteria used when appointing contractors and suppliers.
• Notify Eskom prior to appointing any contractors or suppliers for the commencement of work.
• Ensure appointed contractors/suppliers have adequate resources and competencies.
• Be accountable for managing your contractors/suppliers to ensure they comply with all applicable legal and Eskom requirements.
• Monitor contractors/suppliers through audits and assessments for OHS compliance during work execution.
• Provide the grounds for termination of work done by your contractors/suppliers.
• Deal directly with non-conformances/non-compliance by your contractors/suppliers through performance and penalty processes.
• Be prepared for Eskom to verify compliance; you may be instructed to provide copies of testimonials/references and client contact details (including Eskom) for previous similar work.

Department: C&I Control and instrumentation.

No specific contact names, emails, phones, or addresses provided.

Minimum 70% weighted technical score. Acceptable risks include: ≥5 gearboxes/year experience, 50% local content, 7-month lead time. Unacceptable risks: ISO 9001 non-compliance, inadequate manufacturing experience, incomplete tender returnables. Companies must manufacture locally or import OEM parts - full overseas import of complete gearboxes scores lowest.

Scope: Supply of new gearboxes and geared motors and refurbishment of gearboxes and geared motors for Tutuka Power Station on an "as and when" required basis for 5 years.

• The document provides a guideline and recommended scope of work with inspection checks for refurbishment.
• Supplier is responsible for final Scope of Work (from strip and access) to ensure gearbox is refurbished to standard.
• References: ISO 9001 Quality Management Systems, Eskom internal procedures and templates for tender technical evaluation.
• Key requirements:
• Companies must use OEM original parts for repairs and supply proof of OEM approved parts.
• Evaluation considers whether company manufactures locally, imports parts, or imports complete gearboxes.
• Technical evaluation focuses on mechanical engineering criteria.

Methodology and Approach:

• Evaluation measures whether company manufactures gearboxes locally, imports parts, or imports complete gearboxes from overseas.
• A weighted score-card approach evaluates technical compliance against specifications.
• For repairs, companies must use OEM original parts and supply proof of OEM approved parts.
• Technical evaluation is 100% weighted, with a minimum 70% score to qualify.

Experience and Qualifications:

• Bidders must provide a list of gearboxes recently manufactured or repaired in the last year, including references, contact details, order number, scope executed, and date of delivery.
• Scoring based on volume: >=10 gearboxes (score 5), 5-9 gearboxes (score 4), 1-4 gearboxes (score 2), 0 gearboxes or non-responsive (score 0).
• This criterion carries 40% weighting in technical evaluation.
• Acceptable risk: Service provider has refurbished or manufactured at least 5 gearboxes/geared motors in the past year.
• Unacceptable risk: Inadequate gearbox manufacturing experience.

Quality Management Requirements:

• Normative reference: ISO 9001 Quality Management Systems.
• Bidders must provide a detailed, approved, and signed Quality Control Plan (QCP) with intervention points applicable to gearbox manufacturing or refurbishment.
• Unacceptable technical risk: ISO 9001:2008 or equivalent certification non-compliance.
• Quality control is evaluated as part of technical criteria (15% weighting).

No specific compliance requirements (e.g., CSD, tax, B-BBEE, CIDB, CIPC, professional registrations, local content) stated in the extracted document.

General Requirements:

• Prerequisite: All personnel on the technical tender evaluation team must be familiar with this document before tender evaluation can proceed.

Additional Evaluation Criteria:

• Roles and responsibilities: As per Eskom procedure 240-48929482: Tender Technical Evaluation Procedure.
• Process for monitoring: As per Eskom procedure 240-48929482: Tender Technical Evaluation Procedure.
• Technical evaluation threshold: Minimum weighted final score of 70% required.
• TET Members: Table lists TET 1 to TET 7 with sections to be evaluated, but member names and designations are not filled.
• TET Member Responsibilities: All TET members (1-7) evaluate all qualitative criteria.
• Acceptable and unacceptable risks, exceptions, conditions as detailed in tables.

• Closing date: 31 July 2026 at 10:00.
• Service period: 60 months (5 years).
• Starting date: To be confirmed.
• The period for reply to communications is two (2) days.
• The Contractor must submit a first plan for acceptance within one week of the Contract Date.
• The Contractor must submit a Task Order programme within three (3) days of receiving a task/Purchase Order.

• Employer: Eskom Holdings SOC Ltd (Reg No. 2002/015527/30).
• Registered office: Megawatt Park, Maxwell Drive, Sandton, Johannesburg.
• Service Manager details: Not provided in the extracted text (fields are blank).
• For NEC3 contract documents: Engineering Contract Strategies, Tel: 011 803 3008, Fax: 086 539 1902, www.ecs.co.za.
• Adjudicator: To be selected from the ICE-SA Division panel (www.ice-sa.org.za) or appointed by AFSA if parties cannot agree.

• Submit the completed Form of Offer and Acceptance including Schedule of Deviations (if any).
• The tenderer must sign the Offer part of the form.
• The Employer will accept by signing the Acceptance part and returning a copy to the tenderer.
• If submitting alternative tenders, use a separate copy of the Form of Offer and Acceptance.
• The tenderer must contact the Employer’s agent within two weeks of receiving the signed agreement to arrange delivery of securities, bonds, guarantees, proof of insurance and other required documentation.
• Failure to fulfil these obligations constitutes a repudiation of the agreement.

Eligible contractors must: Be a legally registered entity (company/JV/consortium) with valid CIDB registration; Have capability to refurbish and supply industrial gearboxes/geared motors per the 47-item price list (David Brown, Flender, Hansen, Thyssenkrupp, Bonfiglio, Siemens, etc.); Demonstrate financial capacity for 5-year term service contract; Hold or obtain required insurance covers; Comply with B-BBEE requirements; Have qualified key personnel for gearbox refurbishment and supply management; Accept NEC3 TSC3 terms including liability limitations and dispute resolution; Be tax compliant (VAT registered in South Africa); Not have any prohibited actions (corruption, fraud, collusion) in procurement or execution.

• Scope: Refurbishment of gearboxes and geared motors, and supply of new gearboxes and geared motors on an “as and when” required basis for 5 years.
• Location: Tutuka Power Station (the Affected Property).
• Detailed price lists for supply and refurbishment are provided in Part C2, specifying numerous gearbox types, models, ratios, speeds, and power ratings.
• The Service Information (full technical scope) is contained in Part C3 Scope of Work (37 pages), which is referenced but not fully extracted.
• The Contractor must Provide the Service in accordance with the Service Information.
• The Contractor must link operations in their plan to items in the Price List.
• Compliance with all applicable environmental, health, safety, and asbestos regulations is required.

• The Contractor must provide details of key people, including names, jobs, responsibilities, qualifications, and experience.
• CVs and further key person data must be submitted.
• The Contractor must develop a plan showing how Price List items relate to operations.
• The Contractor is assumed to have understood the NEC3 TSC3 Guidance Notes, the function of the Price List, and the need to link the plan to the Price List.

• The pricing structure is defined in Part C2 Pricing Data, using NEC3 TSC3 Option A (Priced contract with price list).
• The Price List contains items for both supply and refurbishment, with descriptions, units, stock numbers, and rates.
• Items can be priced as lump sums (fixed price) or as rates multiplied by quantities.
• The Contractor must prepare the price list inclusive of all necessary costs to provide the service as per the Service Information.
• No adjustment to lump sum prices unless a compensation event occurs.
• The tendered total of the Prices (exclusive of VAT) must be stated in the Offer.

• Contract type: NEC3 TSC3 Option A – Priced contract with price list.
• Prices are derived from a Price List containing items priced as lump sums or rates multiplied by quantities.
• The tendered total of the Prices (exclusive of VAT) must be stated in the Offer.
• Payment assessment interval: On completion of each order and delivery.
• Currency: South African Rand (ZAR).
• Payment terms: Payments to be made within 60 days.
• Interest rate for late payment: The publicly quoted prime rate of Standard Bank of South Africa (for ZAR) or LIBOR (for other currencies).
• The Contractor must provide a tax invoice within one week of receiving a payment certificate.
• VAT number 4740101508 must be included on invoices.
• The Contractor must provide insurances as specified in Insurance Table A (e.g., liability, damage, injury).

• B-BBEE: The Contractor must notify Eskom within seven days of any change in B-BBEE status and submit an updated verification certificate within thirty days. A decrease in B-BBEE status may lead to re-negotiation or termination.
• Joint ventures/consortia are jointly and severally liable.
• Insurance: The Contractor must provide insurance certificates as per Insurance Table A (covering property damage, liability, bodily injury, etc.).
• Health, Safety & Environment: The Contractor must comply with all applicable laws, including the Construction Regulations 2014, and may be appointed as Principal Contractor.
• Asbestos: Specific procedures and compliance with Asbestos Regulations are required; the Employer manages asbestos according to its Standard.
• Confidentiality: The Contractor must not disclose contract-related information.
• Ethics: Prohibited actions (coercive, collusive, corrupt, fraudulent, obstructive) are grounds for termination.
• Nuclear liability: Special provisions apply due to work at Koeberg Nuclear Power Station.
• VAT registration and invoicing compliance is required.

• The Contractor must take all reasonable precautions for health and safety.
• Eskom may appoint the Contractor as the “Principal Contractor” under the Construction Regulations 2014.
• The Contractor warrants that their prices include sufficient amount for compliance with health & safety laws and regulations.
• The Contractor must comply with the Construction Regulations and all applicable health & safety laws, and ensure subcontractors do the same.
• Specific risks identified include personal injury from heavy lifting and electrical hazards during motor disconnection.
• Asbestos exposure procedures are detailed, including monitoring, risk assessment, and safe work stoppage rights.

• The Contractor must comply with all applicable environmental laws, regulations, rules, guidelines, and procedures.
• The Contractor must ensure subcontractors, employees, and others under their direction also comply.
• Specific asbestos handling, removal, and disposal must be done by a registered asbestos contractor instructed by Eskom, in line with South African legislation.

• Contract is based on NEC3 Term Service Contract (TSC3) April 2013, with main Option A (Priced contract with price list) and secondary Options X1, X2, X17, X18, X19, X20, and additional Z clauses.
• Law of the contract: Republic of South Africa.
• Language: English.
• Service period: 60 months.
• Starting date: To be confirmed.
• Payment terms: 60 days from assessment.
• Interest rate: Standard Bank prime rate or LIBOR.
• Limitation of liability: Contractor’s liability for indirect/consequential loss is limited to R0.0; total liability is limited to the total of the Prices, except for excluded matters.
• End of liability date: 12 months after the service period.
• Insurance: Contractor provides insurances per Insurance Table A; Employer provides insurances per Insurance Table B.
• Termination: As per NEC3 TSC clauses; includes termination for change in B-BBEE status, prohibited actions, or business rescue.
• Dispute resolution: Adjudication (Option W1) with arbitration as the tribunal.
• Confidentiality, ethics, health, safety, environmental, asbestos, and nuclear liability clauses are included as additional conditions.

• Quality of workmanship is explicitly mentioned as a risk and is likely a key evaluation factor.

• Closing date: 31 July 2026 at 10:00.
• Contract duration: 5 years on an 'as and when' required basis.

• Business Unit: Tutuka Power Station.
• Buyer Name: Nancy Tshwenyane.

• Submit all required returnable documents as specified.
• Failure to provide B-BBEE documentation will not disqualify you, but you will only score out of 90 for price and receive 0 out of 10 for specific goals.
• If applicable, include SBD 6.2 Declaration Form and Annex C (Local Content Declaration-Summary Schedule).
• SDL&I objectives must be submitted; they are not scored but become contractual obligations.

• To claim preference points, provide: valid B-BBEE certificate/sworn affidavit/CIPS affidavit, proof of ownership/shareholding (CIPC preferred), certified shareholder IDs, proof of disability if applicable, consolidated B-BBEE certificate for trusts/consortia/JVs.
• If applicable, include SBD 6.2 Declaration Form and Annex C (Local Content Declaration-Summary Schedule).
• Sworn affidavits must meet validity requirements including deponent details, enterprise info, ownership percentages, revenue, B-BBEE status, empowering supplier status, and proper commissioning.

No CIDB compulsory training required. Tenderers must meet 70% local content threshold for designated components (pumps, MV motors). B-BBEE certificate required for revenue >R50M, sworn affidavit acceptable for EME (≤R10M) or QSE (≤R50M, 51% black owned). Non-compliant B-BBEE contributors score 0/10 for specific goals but not disqualified. Must commit to SDL&I targets including B-BBEE level progression milestones.

• Scope: Refurbishment and supply of new gearboxes and geared motors on an 'as and when' required basis for 5 years.
• Location: Tutuka Power Station.
• Market analysis indicates no current suppliers; the market is open.

• Separate pricing into local and imported components as per the Price Schedule.
• Local procurement content is total spend minus imported component.

• Pricing must be separated into local and imported components as per the Price Schedule.
• Local procurement content is total spend minus imported component.
• Eskom's target for local procurement content is 100%; submit your proposal.
• A 2.5% penalty of contract value applies for failure to meet SDL&I obligations.
• Eskom will retain 2.5% of every invoice (excluding VAT) as security for SDL&I obligations; released only upon full fulfilment.

• B-BBEE: A valid B-BBEE certificate or sworn affidavit is a condition for award. Requirements vary by annual turnover:

• ≤ R10 million: Exempted Micro Enterprise, submit sworn affidavit.
• ≤ R50 million: Qualifying Small Enterprise, comply with QSE scorecard unless ≥51% Black-owned, then sworn affidavit.

• R50 million: Valid B-BBEE certificate required.

• Submit proof of ownership/shareholding (CIPC preferred), certified ID copies of shareholders, proof of disability if applicable.
• For trusts/consortia/JVs, provide a consolidated B-BBEE status verification certificate.
• Local Content: For designated sectors (e.g., Pumps, MV Motors), achieve 70% local production and content.
• CIDB: No CIDB compulsory training specified; failure to meet CIDB CSDG mandatory percentage renders tender non-responsive.
• NIPP: Applies if import/foreign content equals or exceeds USD 5 million; winning bidder must negotiate a NIPP obligation agreement with the dtic before contract signing.
• SDL&I Commitments: Submit B-BBEE improvement/retention plan within 30 days of contract signing. Commitments for job creation, skills development, and procurement from ≥51% Black-owned entities (target 20%) are contractual.
• Skills Development: Propose training for unemployed candidates (e.g., 3 Mechanical Technicians, 2 Artisans). You bear full cost; explore SETA grants and tax rebates.

• B-BBEE points: Level 1 (10), Level 2 (9), Level 3 (6), Level 4 (5), Level 5 (4), Level 6 (3), Level 7 (2), Level 8 (1), Non-compliant (0).
• Submit valid B-BBEE certificate/sworn affidavit, proof of ownership/shareholding (CIPC preferred), certified shareholder IDs, proof of disability if applicable, consolidated certificate for trusts/consortia/JVs.
• Designated sectors require 70% local content (e.g., Pumps, MV Motors).
• Submit B-BBEE improvement/retention plan within 30 days of contract signing. Improvement targets apply based on your B-BBEE level at award.
• Local procurement content target is 100%; submit your proposal.
• Target 20% procurement from Black-owned entities (≥51% ownership); submit proposal.
• Sworn affidavits must include deponent details, enterprise info, ownership percentages, revenue, B-BBEE status, empowering supplier status, and proper commissioning.

• A 2.5% penalty of contract value applies for failure to meet SDL&I obligations.
• Eskom retains 2.5% of every invoice (excluding VAT) as security for SDL&I obligations; released only upon full fulfilment.
• Submit quarterly SDL&I compliance reports using Data Collection Template.
• Eskom reviews reports within 30 days and notifies if obligations not met; implement corrective measures.
• Complete and return SDL&I Implementation Schedule within 28 days after contract award for monitoring.

• SDL&I objectives are not scored but become contractual obligations upon award.

• CIDB: No compulsory training specified; failure to meet CIDB CSDG mandatory percentage renders tender non-responsive.
• NIPP: Applies if import content ≥ USD 5 million; winning bidder must negotiate NIPP obligation with dtic before contract signing.
• Submit proposals for job creation and retention in South Africa.
• Submit skills development proposal for unemployed candidates (e.g., 3 Mechanical Technicians, 2 Artisans); you bear full cost; explore SETA grants and tax rebates.

Must be a legally registered entity capable of acting as an employer under South African law, with proven experience in gearbox/geared motor refurbishment and supply, compliant with OHS Act requirements, able to meet ESKOM's SHE specifications, and authorized to sign binding agreements. No specific financial or B-BBEE criteria mentioned in provided document.

• The contractor must adhere to the provisions of the Occupational Health and Safety Act, 1993.
• The contractor must ensure their employees adhere to the Act.
• The contractor will be provided with specific SHE (Safety, Health, Environment) specifications for the project/service and must comply with them.

• The bidder (contractor/supplier) is recognised as an employer under the Occupational Health and Safety Act.
• The bidder must sign a Section 37(2) Agreement with Eskom.
• The agreement confirms the bidder's duty to perform all work and use machinery/plant in accordance with the Act.
• The bidder must strictly adhere to the Occupational Health and Safety Act, 1993.
• The bidder must comply with the provided SHE specifications for the project/service.

• The bidder must sign a Section 37(2) Agreement under the Occupational Health and Safety Act.
• The agreement acknowledges the bidder as an employer with duties under the Act.
• The bidder agrees to perform all work and use machinery/plant in accordance with the Act.
• The bidder undertakes to strictly adhere to the Occupational Health and Safety Act, 1993, and ensure their employees do the same.
• The bidder will be provided with SHE specifications for the project/service and must comply with them.
• The SHE specifications form the agreed procedures to ensure compliance with the Act.
• The agreement is the sole agreement between parties; any changes must be in writing and signed by both.
• The agreement must be signed by authorised representatives of both the contractor and Eskom, with witnesses.

Not explicitly stated in the provided document sections. However, implied requirements include: proven experience with industrial gearbox refurbishment (David Brown, Flender, Hansen, Thyssenkrupp, etc.); certified NDT personnel per ST 32-632; quality management system per ISO 9001; approved personnel for special processes per PC/STWI/GL 32-631; ability to source OEM-spec bearings (SKF/NSK/NTN/FAG); and capacity to handle large gearboxes up to 429kW with hollow shafts and bidirectional operation.

• Scope: Supply new gearboxes, strip & assess (including report), and repair reduction gearboxes in Bulk Handling Material Plants at Tutuka Power Station. This includes Coal Stock Yard Plant, Terrace Coal Plant, Dust Handling Plant, Ash Disposal Plant, Milling Plant, Mill Feeders, Air Heaters, and Water Treatment Plant.
• Applicable Plant: Detailed list of gearboxes and geared motors across multiple plant areas (Ash Disposal, Coal Stock Yard, Terrace Coal Plant, Dust Handling Plant, Air Heater, Milling Plant) with quantities for new supply and refurbishment over a 5-year period.
• Standards: Must comply with numerous normative references including ISO 9001, AGMA standards (e.g., ANSI/AGMA 2000, 2004, 2005, 6000, 6101), ANSI/AGMA 6013, 6113, BS 436, DIN 3961, SABS ISO 9001:2008, and Eskom internal standards (GGL 36-53, GSP 36 818, PC/STWI/GL 32-631, ST 32-632).
• Definitions: Key terms defined include 'As new/re-manufactured gearboxes', 'Refurbished gearboxes', 'Replacement gearboxes', 'Components or items', 'Supplier or manufacturer', and 'Original Equipment Manufacturer (OEM)'.
• Guidelines: Include pre-dispatch checks by Eskom, strip and assess procedures, and detailed inspection checks for bearings, shafts, casings, and other items upon receipt by the supplier.
• Replace/Refurbish Scope: For new gearboxes, includes replacement of all gears, rolling element bearings, nuts, bolts, re-lining of journal bearings, re-boring sleeves, machining, coating of casing internals, and fitting of new nameplates. For refurbished gearboxes, includes replacement of damaged gears, bearings exceeding 50% L10 design life, damaged nuts/bolts, re-boring, machining, key replacement, breather and dipstick verification, fan replacement, internal coating, and new nameplates.
• Geared Motor Refurbishment: Detailed process covering dismantling/stripping, cleaning, post-cleaning assessment, cause of failure reporting, repair scope approval, general component repairs, bearing repairs (using only SKF, NSK, NTN, FAG), testing (24-hour no-load test), painting, and LV motor scope of work.
• Quality Documentation: Requires material certificates, heat treatment certificates, mechanical test reports, microstructure reports, dimensional inspections, hardness checks, MPI reports, dye penetrant reports, and bearing information for all replaced components.
• No-Load Testing: Vibration levels and temperatures must be checked and recorded under no-load conditions. Siemens bucket elevator geared motors require test running in a vertical position with motor current and vibration measurements.
• Surface Protection: Supplier must submit corrosion protection details for storage; use of vapour phase inhibitors (VPIs) or vapour corrosion inhibitors (VCIs) recommended for long-term dry storage.
• Transportation: Gearboxes must be transported to prevent damage to bearings, ingress of dirt/moisture, and must be prevented from turning during transit.

• The work must comply with a comprehensive list of standards, including ISO 9001, numerous AGMA/ANSI/AGMA standards (e.g., 2000, 2004, 2005, 6000, 6101, 6013, 6113), BS 436, DIN 3961, SABS ISO 9001:2008, and internal Eskom standards (GGL 36-53, GSP 36 818, PC/STWI/GL 32-631, ST 32-632).
• Detailed inspection and check guidelines are provided for Eskom pre-dispatch, and for the supplier upon receipt covering bearings, shafts, casings, and other items.
• For new gearboxes: Requires replacement of all gears, rolling element bearings, nuts, bolts; re-lining of journal bearings; re-boring of bearing sleeves; machining; internal coating with approved zinc-based primer and epoxy; and fitting of new nameplates.
• For refurbished gearboxes: Requires replacement of damaged gears, bearings exceeding 50% L10 life, damaged nuts/bolts; re-boring; machining; key replacement; breather and dipstick verification; fan replacement; internal coating; and new nameplates.
• Geared Motor Refurbishment includes defined processes for dismantling/stripping, cleaning, assessment, failure reporting, repair scope approval, component repairs, bearing repairs (using only SKF, NSK, NTN, FAG), testing (24-hour no-load test), and painting.
• Quality documentation required includes material certificates, heat treatment certificates, mechanical test reports, microstructure reports, dimensional inspections, hardness checks, MPI reports, dye penetrant reports, and bearing information.
• The supplier must submit detailed Quality Control Plans (QCPs) and a production schedule to Eskom prior to starting work.
• Specific checks and documentation are required for casings (MPI report, dye penetrant), gears (material/heat treatment certs, mechanical tests, microstructure, lead/pitch/profile measurements, dimensional inspection, hardness, MPI, identification stamping, contact pattern/backlash/shaft end float records), shafts (material certs, identification stamping, check for gear looseness), and bearings (numbers, clearance, brand name).

• The supplier is responsible for providing the final Scope of Work based on strip and assess findings to ensure the gearbox is refurbished to standard.
• A strip and assess Quality Control Plan (QCP) must be compiled and sent to Eskom for approval to ensure required intervention points (hold and witness) are clear during the stripping process.
• Upon receiving a gearbox, the supplier must: clean and record nameplate/shaft end details; check delivery documents and Eskom's initial requirements; remove the top case and record gearing layout; record running contact pattern, backlash, shaft end floats, and any visual damage/wear/profile change (with pictures); and remove shafts, bearings, and gears from the case.
• The supplier must record details of all fastenings (nuts, bolts, dowels, washers, locking screws, seals, gaskets) and visually inspect all covers, oil catchers, and loose bearing housings.
• For new gearboxes, the supplier must submit details of the proposed internal coating (zinc-based primer and suitable epoxy) and method along with material data sheets to Eskom’s corrosion specialists for approval.
• For refurbished gearboxes, the supplier must submit details of the proposed internal coating and preparation method along with material data sheets to Eskom’s corrosion specialists for approval.
• The geared motor refurbishment process includes specific steps for dismantling, cleaning, assessment, and repair as per the original specifications and manufacturing drawings.

• For refurbished and re-manufactured gearboxes, it is standard practice to replace all bearings.
• For repaired gearboxes, bearings that have completed less than 50% of their L10 design life and are in good condition may be re-used, but only if inspected and verified as suitable by the original bearing manufacturer's technical department or a suitably qualified person, and approved by the Eskom system engineer.
• Re-use of bearings must be formally recommended in a report to the system engineer for review and approval/disapproval.
• If bearings that have completed a significant portion of their design life are re-used, the manufacturer may waive any guarantees on the repairs. Generally, re-using old bearings is not recommended.
• Specific checks for bearings include visual inspection of rolling elements and raceways for wear/damage, checking outer races for movement/fretting/corrosion, and checking wear patterns for misalignment.

• Quality assurance tests, inspections, and documentation are required for all refurbishment work.
• The supplier must submit detailed Quality Control Plans (QCPs) for the remanufacture, refurbishment, or repair of each gearbox.
• QCPs must include plans for the manufacture or repair of individual components.
• The supplier must provide a time-based production schedule to Eskom prior to starting work.

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

• For system difficulties, contact the buyer responsible for the published tender.
• Automated submission confirmation emails are sent from: [email protected].

• Submit tender documents electronically via Eskom's eTendering system.
• Access the system via https://tenderbulletin.eskom.co.za or https://eTendering.eskom.co.za.
• You must register on the system with your details and a CSD number to gain access.
• An OTP (one-time pin) will be sent to your registered cell phone and email for verification.
• Upload required documents by: giving the file a name, selecting the file type (e.g., Technical, Commercial, Finance), choosing the file, and clicking 'Upload'.
• Individual file size must not exceed 50MB; total submission size must not exceed 900MB.
• Verify all required documents are uploaded before clicking 'Finalize Submission'.
• After finalizing, you will receive a confirmation email with a submission ID; save this for future enquiries.
• If you encounter difficulties, contact the buyer responsible for the published tender.

• Click 'Create New Submission' to submit required tender documents.
• Click 'Add file' to upload documents.
• Upload steps: name the file, select file type (e.g., Technical, Commercial, Finance), choose the file, click 'Upload'.
• Submit all required documents under the correct category.
• Verify all documents are uploaded before clicking 'Finalize Submission'.
• File size limits: individual files ≤50MB, total submission ≤900MB.
• After finalizing, a confirmation email with submission ID and list of submitted files will be sent; save this email.
• You can view submitted tenders under 'My Submissions'.

The manual does not specify eligibility criteria for the Gearbox Refurbishment tender. It only states that members of the public need a CSD number to access the eTendering system. Actual tender eligibility criteria would be in the specific tender documents published on the Tender Bulletin.

• The tender involves the refurbishment and supply of new gearboxes and geared motors on an 'as and when' required basis for a period of 5 years.
• Submission must be done via Eskom's web-based eTendering system, which replaces physical submission at Eskom offices.
• Suppliers must register on the eTendering portal, requiring a CSD number.
• System access is through https://tenderbulletin.eskom.co.za or https://eTendering.eskom.co.za.
• The system includes OTP verification sent to your cell phone and email.

• Example uploaded documents from a test submission include: Commercial (Test7.pdf), Technical (Test1.pdf), and Finance (Test15.pdf) files.

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

• No specific health and safety requirements are stated in the provided text.

• To access the eTendering portal: open your web browser and go to https://tenderbulletin.eskom.co.za or https://eTendering.eskom.co.za.
• Complete the registration form: fill all fields, use a phone number with +27 prefix, complete the CAPTCHA, and click register.
• Verify your email via the link sent.
• Log in with your verified email and password.
• Enter the OTP sent to your cell phone and email.
• Select the tender reference number to view tender information before submission.

• For 'closed tenders', suppliers meeting selection and evaluation criteria will be invited via email to bid privately.

• Tender closing: 31 July 2026 at 10:00 SAST.
• Non-compulsory clarification meeting: 22 July 2025 at 10:00 via Microsoft Teams. Link available by emailing [email protected].
• Site visits may be arranged for interested tenderers.
• Clarification queries deadline: Five working days before tender closing date.
• Tender validity period: 12 weeks (may be extended if evaluation exceeds 180 days).

• Eskom Representative: Nancy Tshwenyane.
• Phone: 017 612 6427.
• Email for queries and clarifications: [email protected].
• All queries must be in writing and addressed only to the Eskom Representative.
• Responses published on National Treasury e-tender portal and Eskom tender bulletin; no individual responses.
• Fraud/corruption reporting: 0800 11 2722 or [email protected].

• Submit electronically via Eskom E-tendering site only. No hard copies accepted.
• Deadline: 31 July 2026 at 10:00 SAST.
• Upload documents in PDF and Excel format. Maximum 50MB per file, 900MB total submission.
• Organize uploads into folders: COMMERCIAL, TECHNICAL, SHEQ, FINANCE.
• Mandatory returnables at closing (disqualifiable if incomplete/missing): Authorisation Form (Annexure A), Acknowledgement Form (Annexure B), Tenderer’s Particulars (Annexure C), Integrity Declaration Form (Annexure D), CPA for local/imported goods (Annexure E/F if applicable), SBD 6.2 for local content (Annexure G1-G4), SBD 1 (Annexure H), SBD 4 (Annexure J).
• Non-disqualifiable returnables: If incomplete at closing, you have 5 working days to rectify.
• Ensure submission status is marked as complete. Latest submission overwrites previous ones.
• Joint ventures must submit a valid JV agreement, confirmation of single business entity, and single designated bank account details.

Tenderers must: not be on international sanctions lists; submit only one tender; have JV/consortium agreements with joint and several liability; have no conflicts of interest (common controlling partners, information access/influence); be signed by authorized persons; not be restricted by National Treasury or on Tender Defaulters list; not subcontract 100% of scope. Must meet all basic compliance requirements including eligibility, electronic submission, complete tender with commercial/technical/financial/SHEQ information, and mandatory commercial returnables by deadlines.

• Scope: Refurbishment of gearboxes and geared motors, and supply of new gearboxes and geared motors on an 'as and when' required basis for 5 years.
• Mandatory annexures to complete and submit: Authorisation Form, Acknowledgement Form, Tenderer’s Particulars, Integrity Declaration Form, CPA for local/foreign goods/services (if applicable), SBD 6.2 for local production/content, SBD 1, SBD 6.1 Preference Points Claim Form, SBD 4.
• Technical evaluation criteria detailed in attached Technical Evaluation Strategy.
• Designated sector components (e.g., pumps, MV motors) have a local content threshold of 70%.

• Methodology for evaluation of SDL&I requirements and targets to be stated in tender data.
• Tenderers advised to approach SETAs for grants and incentives for skills development.
• Tenderers bear full cost of skills development; Eskom provides no financial contribution.

• Submit pricing schedule/BOQ in PDF and Excel format.
• No alternative tenders allowed.
• Cataloguing may be required; include a line item in pricing schedule.
• Pricing schedule must be completed and submitted as part of tender.

• Submit pricing schedule/BOQ in PDF and Excel format.
• Prices must include VAT.
• Alternative tenders not allowed.
• Cataloguing may be required post-award; include a line item for cataloguing in pricing schedule if applicable.
• Payment terms: Contracts below R50 million paid within 30 days of undisputed invoice; contracts above R50 million paid within 60 days.
• Submit audited financial statements for the previous 18 months (or last year if not available). Start-ups exempt initially but must provide after first year.
• Financial viability assessment will be conducted; mitigating factors required if not viable.

• Mandatory: Valid CSD registration (CSD number/report).
• B-BBEE: Submit proof of B-BBEE status level (certificate, sworn affidavit, or as per B-BBEE Act). Points allocated per status level (10 points for Level 1). Failure to submit results in 0 points for specific goals.
• Tax compliance: Local and foreign tenderers with SA footprint must provide tax clearance certificate or SARS e-filing PIN for verification. Foreign suppliers without footprint complete SBD1 only.
• Safety: COIDA certificate of good standing or proof of application (SA tenderers only).
• Quality: Submit quality management documents, including Form A for tender & contract quality requirements.
• Health and safety: Provide OHS plan/manual, baseline risk assessment, OHS policy signed by CEO.
• Employment Equity: Designated employers must provide proof of compliance with Employment Equity Act.
• CIDB: Not applicable for this tender.
• National Industrial Participation Programme (NIPP) applies if imported content equals or exceeds USD 5 million.

• Submit COIDA certificate of good standing or proof of application (SA tenderers only).
• Provide OHS plan/manual addressing scope-specific risks.
• Submit baseline OHS risk assessment with methodology.
• Provide valid letter of good standing (LOGs) and OHS policy signed by CEO.
• Health and safety documents required as per scope of works.

• Contract conditions: NEC contract.
• Payment terms: 30 days for contracts below R50 million; 60 days for contracts above R50 million.
• Subcontracting with subsidiaries must be declared; discouraged due to fronting risks.
• Post-tender negotiations may be held with the highest-ranked supplier.
• Tenderers from sanctioned countries or with conflicts of interest are ineligible.

• 90/10 preference point system: 90 points for price, 10 points for specific goals (B-BBEE).
• Technical functionality threshold: Minimum weighted final score of 70%.
• Price evaluation includes VAT, arithmetic corrections, excludes contingencies, considers unconditional discounts.
• Specific goals scoring: Failure to submit proof results in 0 points, not disqualification.
• Contractual requirements assessed post-evaluation.