Supply and delivery of auxiliary boiler c&i spares for medupi power station (36 months)

Supply and delivery of auxiliary boiler C&I spares for Medupi Power Station over a 36-month period under an NEC3 Supply Contract (SC3). The contract comprises three parts: C1 Agreements & Contract Data, C2 Pricing Data, C3 Scope of Work (Goods Information including Supply Requirements). Incoterms 2020 Group D terms (DAT, DAP, DDP) govern delivery to Medupi Power Station, Workshop & Stores Building.

Closing date: 2026-10-02T10:00:00.000Z (from tender record). Contract period: 36 months from starting date (TBC). Rates are fixed and firm for the first 12 months after first order placement; thereafter CPA escalation applies. Base date for indices is the month before the month the enquiry closes. Supplier must submit first programme within one week of contract placement and thereafter within 48 hours of each task order. Revised programmes at intervals no longer than four weeks, updated within 24 hours of becoming aware of delays. Defect correction period to be agreed within 48 hours of purchaser’s written notification. No mandatory briefing or site visit dates are stated.

Purchaser: Eskom Holdings SOC Ltd (Reg No. 2002/015527/30), Registered office: Megawatt Park, Maxwell Drive, Sandton, Johannesburg. Tel: +27 11 800 8111/2000, Fax: +27 11 800 2090. Supply Manager: TBC (details to be confirmed), Address: Medupi Power Station. Contract signatory: General Manager, Medupi Generation Division, Medupi Power Station, Private Bag x9003, Lephalale, Limpopo 0555. Adjudicator nominating body: Chairman of ICE-SA (www.ice-sa.org.za). Arbitration: Association of Arbitrators (Southern Africa), 1st Floor, Maisels Chamber, 4 Protea Place, Sandton, Tel: 011 320 0600, Fax: 011 320 0533, Email: [email protected].

Submission method and address are not stated in the document. The Form of Offer and Acceptance (C1.1) must be completed, signed and returned as the offer cover page. Returnable schedules referenced in the tender data (not fully extracted) must be submitted. Any securities, bonds, guarantees, proof of insurance and other documentation required by the conditions of contract must be delivered within two weeks of receiving a completed copy of the agreement. Late submissions are disqualified regardless of reason.

The contract uses NEC3 Supply Contract (SC3) with Options A, W1, X1, X2, X3, X7, X17, X18, X19 and Z-clauses Z1–Z15. Evaluation method (price vs functionality, 80/20 or 90/10) and minimum qualifying scores are not stated in the extracted text. Award is subject to the Conditions of Tender referenced in the Returnable Schedules. Low-performance damages (X17) are defined in a table with penalties for late delivery (5–10% of purchase order), equipment failure within warranty (5–10% of item cost), incorrect marking (6% of purchase order) and defects (rectification at contractor’s cost). Delay damages (X7) are 1/14% per day of outstanding portion up to 10% of the order. No performance bond is required (X4.1 and X13.1 = NA).

Scope: Supply and delivery of auxiliary boiler C&I spares to Medupi Power Station, Workshop & Stores Building, for 36 months. Incoterms 2020 Group D (DAT, DAP, DDP) apply; delivery place is Medupi Power Station. Price schedule (C2.2) lists 33 line items with descriptions, UOM (Each) and quantities (e.g., Ethernet switch qty 4, flame scanner qty 6, flame monitor unit qty 20, pressure switches qty 8, temperature controllers qty 3, flow meters qty 2 & 5, thermistors qty 10, switch boxes qty 3, Gestra sensors qty 8 each, conductivity transducer qty 5, level transmitter qty 5, magnetic flap indicator qty 4, fill level probe qty 2, reflex level gauge qty 5, double temperature monitor qty 8, surface thermostat qty 5, safety switches qty 8, magnetic float switches qty 5, switches qty 3, pressure gauges qty 8 & 3, thermometers qty 10 & 3 & 8). Supplier must provide packing lists, copy of invoice, delivery note, test results, maintenance manuals, and for international procurement: export/import licences, air waybill/bill of lading, bill of entry, customs worksheets, clearing agent invoice. Marking requirements: Supplier name, Purchase Order Number, Material Number, Part Number, Serial Number. Defective items must be replaced within 31 days of official report at supplier’s cost and risk. Warranty period implied by low-performance damages table (penalties for failures before lapse of warranties/guarantees).

Supplier must provide key personnel details: Contractor’s Representative and Service Manager, with names, responsibilities, qualifications, experience and CVs. Joint ventures must notify the key person authorised to bind the supplier within two weeks of Contract Date. No specific minimum experience, qualification or track-record thresholds are stated in the extracted text.

Pricing Option A: Priced contract with price list. Prices derived from Price Schedule (C2.2) — lump sums or rates × quantities. Total of Prices fully inclusive of all obligations. Price Schedule is not Goods Information; work instructions are in Scope of Work. Supplier must read SC3 Guidance Notes pages 8, 11, 12 and Appendix 5 before preparing schedule. Prices must include defect correction costs (no compensation event unless defect due to supplier’s risk). Costs of unlisted work spread across other rates. No adjustment to lump sums if quantities differ from estimate; only compensation events change Prices. Schedule format: if fixed amount per item, enter in Price column only; if rate × quantity, enter rate and quantity; if time-proportional, state time unit and quantity. Price schedule (C2.2) contains 33 line items with descriptions, UOM (Each) and quantities. Refer to enclosed annexure C2.2 Excel NEC price schedule for full details. Forecasts of final total prices due every 30 calendar days. Price adjustment: fixed for first 12 months, then CPA escalation (15% fixed, 15% Transport SEIFSA L-2(b), 70% Material SEIFSA G-1). Base date: month before enquiry closes. Multiple currencies allowed per X3 (exchange rates 7 days prior to tender closing). No performance bond or parent company guarantee.

Currency: South African Rand (ZAR). Payment terms: 30 calendar days after receipt of valid tax invoice; 60 calendar days for contract value above R50 million. Interest on late payment at Standard Bank prime rate (365-day year). Price adjustment: rates fixed and firm for first 12 months after first order placement; thereafter CPA escalation applies using indices: 15% fixed, 15% Transport (SEIFSA L-2(b)), 70% Material (SEIFSA G-1). Base date for indices is the month before the month the enquiry closes. Forecasts of final total prices due every 30 calendar days. No performance bond or parent company guarantee required. Supplier must provide insurances per Insurance Table A (loss/damage to goods, plant, materials; liability for property damage and bodily injury; employer’s liability). Purchaser provides insurances per Insurance Table B (Assets All Risk, Contract Works, Environmental Liability, General & Public Liability, Transportation, Motor Fleet, Terrorism, Cyber, Nuclear). VAT number 4740101508 must appear on each invoice. Tax invoice due within one week of payment certificate.

Mandatory: CSD registration, valid SARS tax compliance status (TCS pin), CIPC registration. B-BBEE: supplier must notify Eskom within 7 days of any change in B-BBEE status and submit updated verification certificate within 30 days; failure to notify may lead to termination. Joint ventures: joint and several liability; must notify key authorised person within 2 weeks of Contract Date; composition may not change without Eskom’s written consent. Insurance: supplier must provide certificates confirming cover per Insurance Table A from starting date until last defects date or termination. Health & safety: compliance with all applicable laws, regulations, Eskom rules and guidelines; prices must include sufficient amount for H&S compliance. Environmental: compliance with applicable laws and regulations. Asbestos: work areas must meet SA OEL (0.2 fibres/ml 4-hr TWA, 0.6 fibres/ml 10-min TWA); supplier may request certification; personnel may stop work if airborne concentration exceeds action level (0.1 fibres/ml). Nuclear liability: Eskom indemnifies supplier for nuclear damage at Koeberg except where caused by supplier’s unlawful intent or unauthorised presence. Ethics: prohibited actions (coercive, collusive, corrupt, fraudulent, obstructive) are grounds for termination without need for court conviction. Confidentiality: strict non-disclosure of contract information; images of goods require prior written consent. VAT Act compliance and inclusion of Eskom VAT number on invoices. No CIDB grading or professional body registration stated.

Supplier must take all reasonable precautions to maintain health and safety of persons in and about provision of goods and services. Warrants that prices include sufficient amount for compliance with all applicable H&S laws, regulations, rules, guidelines and procedures. Must comply with all applicable H&S laws and ensure subcontractors, employees and others under supplier’s direction do likewise. Environmental compliance similarly required. Asbestos-specific: work areas must conform to SA OEL (0.2 fibres/ml 4-hr TWA, 0.6 fibres/ml 10-min TWA) per GNR Feb 2002 under OHSA 1993. Measurements by SANAS-accredited, DoEL-approved AAIA. Supplier may perform parallel measurements at own expense; compliance evaluated against statutory limits. If asbestos identified, risk assessment and immediate control measures required; air monitoring to declare area safe. Supplier personnel entitled to stop work and leave contaminated area until declared safe by compliance monitoring or AAIA-approved intervention. Contract dates extended by notification periods per Asbestos Regulations 3 and 21. Asbestos removal/disposal by registered asbestos contractor at purchaser’s expense per SA legislation.

Supplier must comply with all applicable environmental laws, regulations, rules, guidelines and procedures in execution of supply, and ensure subcontractors and personnel do likewise. Asbestos management per Eskom Standard 32-303 and SA regulations: ambient air must meet OEL (0.2 fibres/ml 4-hr TWA, 0.6 fibres/ml 10-min TWA). Purchaser certifies conditions on request; measurements by independent SANAS-accredited AAIA. Supplier may conduct parallel measurements. If asbestos identified during services, risk assessment and control measures implemented; air monitoring to declare area safe. Personnel may stop work until area declared safe. Contract dates extended by regulatory notification periods. Asbestos removal and disposal by registered contractor at purchaser’s expense per SA legislation. Purchaser provides Environmental Liability insurance per Insurance Table B.

Contract form: NEC3 Supply Contract (April 2013) with Options A, W1, X1, X2, X3, X7, X17, X18, X19 and additional conditions Z1–Z15. Law: Republic of South Africa. Language: English. Period for reply: 1 week (24 hrs for health & safety and critical production issues). Starting date: TBC. Service period: 36 months. Delivery dates per task order. Supplier may not deliver more than 1 week early. Programme submission: first within 1 week of contract placement, thereafter within 48 hrs of each task order; revised programmes at ≤4-week intervals, updated within 24 hrs of delay awareness. Defects: notified as found; correction period agreed within 48 hrs; access period case-by-case. Assessment interval: 21 days after submission of supporting documentation and issue of interim payment certificate. Payment: 30 days (60 days if contract value > R50m). Interest: Standard Bank prime rate. Compensation events: Employer’s approval process required before execution; retrospective approval only for emergencies. Title: per core clause 7. Liability limits: indirect/consequential loss limited to R0; property damage limited to applicable deductibles; design defects limited to total of Prices (excl. additional excluded matters); total liability limited to total of Prices (excl. additional excluded matters); end of liability 1 year after delivery of all goods/services. Termination: per NEC core clause 9, or if contract value depleted, or 30 days’ notice. Dispute resolution: adjudication via ICE-SA panel (or AFSA appointment); arbitration under Association of Arbitrators (Southern Africa) rules, seat South Africa. Z-clauses cover: cession/delegation/assignment (Z1), joint ventures (Z2), B-BBEE status changes (Z3), confidentiality (Z4), waiver/estoppel (Z5), health/safety/environment (Z6), tax invoice timing (Z7), compensation event notification (Z8), purchaser liability limitation (Z9), business rescue as termination ground (Z10), delay damages termination trigger (Z11), ethics/prohibited actions (Z12), insurance tables A & B (Z13), nuclear liability indemnity (Z14), asbestos management (Z15).

Quality Control Plan (QCP) or Inspection Test Plan (ITP) template for Aux Boiler C&I Spares supply to Medupi Power Station. Defines intervention point categories: Hold Point (AP - Document Requires Approval, T1 - 100% Testing, A1 - 100% Inspection, W1 - 100% Witness), Witness Point (T2 - Sample Testing, A2 - Sample Inspection, W2 - Sample Witness), Document Review (IN - Document Requires for Information Only, R1 - 100% Document Review, R2 - Sample Document Review), Surveillance (S), Verification (V). Inspection and test methods include Visual, Microscopy, NDT, Liquid/Dye Penetrant, Magnetic Particle, EDDY. Acceptance criteria cover functionality requirements, performance measures, regulatory compliance, chemical tests. Involves Contractor/Supplier, Subcontractor, Eskom, and Approved Inspection Authority (AIA)/NOBO/TPI. Records required for each activity.

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Closing date and time: 2026-10-02 at 10:00 (South Africa Standard Time).

Supply and delivery of auxiliary boiler control and instrumentation (C&I) spares for Medupi Power Station over a 36-month (3-year) period.

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Annexure G4: Local Content Declaration — Supporting Schedule to Annex C (Annex E). This form requires the bidder to declare the local content percentage of the goods offered, calculated in accordance with the designated sector requirements and the DTI's local content formula. Completion and submission of this declaration is mandatory where local content thresholds apply.

Eskom OHS Incident Management Procedure (32-95, Rev 9, effective 1 April 2021) governs the identification, reporting, investigation, classification, and close-out of occupational health and safety incidents across Eskom Holdings SOC Ltd, its subsidiaries, and contractors. It applies to employees, contractors, and members of the public affected by Eskom activities. The procedure is supported by the OHS Incident Management Definitions and Classification Parameters standard (240-131838225) and references numerous Eskom internal standards, process control manuals, and South African legislation including the OHS Act, MHSA, COIDA, and Labour Relations Act. Incident management follows a nine-step process: identification, emergency response, notification and reporting, prioritisation, classification and recording, investigation, corrective action management, close-out, and communication. Incidents are classified by consequence (first-aid injury, medical injury, lost-time injury, fatality, occupational disease/illness, near-miss, public incident) and recorded on the SAP EH&S system per CARAT principles. Priority rating uses consequence and likelihood matrices to determine required actions and notification levels. Investigations are mandatory for all work-related incidents; root cause analysis, corrective actions, and lessons learnt must be documented. Corporate investigations are initiated by Sustainability Systems for fatalities. Disputes on classification are referred to the Safety Data Integrity Committee (SDIC) with an appeal process. The procedure supersedes other OHS procedures for interpretation of incident requirements.

Eskom’s SHEQ Policy sets out principles and rules that underpin the way in which Eskom

approaches occupational health and safety, the environment and quality.

Incident management is an integral function of risk management. The aims and objectives of

incident management are as follows:

a) Reduce risk and prevent any recurrence of incidents.

b) Ensure that incidents are managed effectively.

c) Ensure that incidents are classified and recorded accurately.

d) Ensure prompt and appropriate investigation.

e) Promote the proactive use and value of near-miss incident reporting.

f) Improve the quality of occupational health and safety by learning from incidents, including

near-misses.

g) Share incident information.

h) Report to internal and external stakeholders, as required.

i) Promote the analysis of trends, and review practices accordingly.

j) Involve and communicate information to all stakeholders.

Incident management is not a mechanism for assigning blame or monitoring staff performance, but

rather a way of identifying and addressing areas for improvement in order to reduce future risks.

Eskom is committed to Zero Harm as a value, this value forms an integral part of Eskom’s

operations.

2. Supporting Clauses

2.1 Scope

2.1.1 Purpose

This document describes the high-level intention and requirements for the effective management of

incidents that occur during the course of Eskom’s business that result in, or could result in, near

misses, property damage, injuries, occupational diseases/illnesses or fatalities.

2.1.2 Applicability

This document shall apply throughout Eskom Holdings SOC Ltd, its groups/ divisions, subsidiaries,

and entities in which Eskom has a controlling interest. Where Eskom does not have a controlling

interest, this procedure shall apply if no such similar document exists.

This document is applicable to Eskom employees, contractors (unless it is explicitly mentioned

otherwise in this document) and members of the public affected by activities of, or on behalf of,

Eskom.

For the purpose of Eskom benchmarking with other organisations, the applicable Responsible

Manager may use the relevant classification criteria required for such benchmarking process.

Controlled disclosure

When downloaded from the document management system, this document is uncontrolled and the responsibility rests with the user to

ensure it is in line with the authorized version on the system. No part of this document may be reproduced in any manner or form by

third parties without the written consent of Eskom Holdings SOC Ltd, © copyright Eskom Holdings SOC Ltd, Reg No 2002/015527/30

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In the case where a site consists of multiple employers, this procedure must be complied with for

Eskom reporting purposes.

For the interpretation of requirements related to occupational health and safety incidents, this

document will supersede any other procedures and instructions. This procedure is supported by

sup[ported by Standard – “Occupational Health and Safety Incident Management Definitions and

Classification Parameters: 240-131838225”.

2.1.3 Effective date

The document is applicable as of 1 April 2021.

2.2 Normative/Informative References

Parties using this document shall apply the most recent edition of the documents listed in the

following paragraphs.

2.2.1 Normative

[1] 240-62582234: OHS Roles and Responsibilities and Statutory Appointments Standard.

[2] 32-727: Eskom, Safety, Health, Environment, and Quality Policy.

[3] 32-123: Eskom Emergency Planning Procedure.

[4] 32-124: Eskom Fire Risk Management Standard.

[5] 32-256: Emergency Response Procedure – Communications.

[6] 240-51122806: Process Control Manual (PCM) for Incident Management.

[7] 240-49308149: Process Control Manual (PCM) for Occupational Health and Safety

Management.

[8] Aviation Act, No. .

[9] Occupational Health and Safety Act, No. .

[10] Labour Relations Act, No. .

[11] Medicine and Related Substance Control Act, No. .

[12] Mine Health and Safety Act, No. .

[13] Compensation for Occupational Injuries and Diseases Act, No. .

[14] Basic Conditions of Employment Act, No. .

[15] National Health Act, No. .

[16] 240-62946386: Vehicle and Driver Safety Procedure.

[17] 240-84733329: Medical Surveillance Procedure.

[18] 32-425: Hearing Conservation Procedure.

[19] COIDA Occupational Disease 2 Form – as per COIDA.

[20] 240-131838225: Occupational Health and Safety Incident Management Definitions and

Classification Parameters.

[21] 240-58554227: Health & Safety Agreement.

Controlled disclosure

When downloaded from the document management system, this document is uncontrolled and the responsibility rests with the user to

ensure it is in line with the authorized version on the system. No part of this document may be reproduced in any manner or form by

third parties without the written consent of Eskom Holdings SOC Ltd, © copyright Eskom Holdings SOC Ltd, Reg No 2002/015527/30

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2.2.2 Informative

[22] I240-47560170: Process Control Manual (PCM) for Quality Management.

[23] 240-51367318: Process Control Manual (PCM) for Assurance and Advisory Audits.

[24] 32-450: Safety and Occupational Hygiene Performance Management.

[25] ISO 9001 Quality Management Systems.

[26] ISO 45001 Occupational Health and Safety Management Systems.

[27] OHSAS 18001 Occupational Health and Safety Systems.

[28] EPM0060: Measurement Specification Document for Headcount.

[29] Criminal Procedures Act, No. .

[30] Electricity Act, No. .

[31] Explosives Act, No. .

[32] Inquest Act, No. .

[33] Law of Evidence Amendment Act, No. .

[34] National Road Traffic Act, No. .

[35] 240-75512977: Noise-Induced Hearing Loss Investigation Form.

[36] 240-75512947: Noise-Induced Hearing Loss Notification Form.

[37] 240-154786986: COVID-19 Investigation Form.

The list of legislation and documents for further information is not exhaustive and/or not limited to

the legislation and documents listed above.

2.3 Definitions

2.3.1 Accident: Any unplanned event, arising out of, and in the course of, an Eskom or

contractor employee’s employment and resulting in human injury, illness, or death of the

employee, as well as death of, or injury to, any member of the public or damage to property.

2.3.2 Fatality: an incident occurring at work, or arising out of, or in connection with, the activities

of persons at work, or in connection with the use of plant or machinery, o r direct or

indirect exposure to Eskom’s product or activities, in consequence of which, any person

(that is, employee, contractor, or member of the public) dies, regardless of the time

intervening between the injury and/or exposure to the date of death. The date of the

incident will reflect the date on which the incident occurred, irrespective of the date of

death.

Note: Incidents related to the death of a person (employee or contractor employee) while

at the workplace and on duty who dies as a consequence of any activity or cause not

directly related to the course and scope of the deceased’s employment (for example, death

from natural causes, etc.) will not be regarded as a work related incident.

Controlled disclosure

When downloaded from the document management system, this document is uncontrolled and the responsibility rests with the user to

ensure it is in line with the authorized version on the system. No part of this document may be reproduced in any manner or form by

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Unique Identifier: 32-95Occupational Health and Safety Incident

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2.3.3 First-aid injury: An injury due to a work-related incident, where that injury requires first aid

treatment within the scope of a first aider and content of a first aid box and does not require

further treatment by a health professional. Therefore, the following injuries will be regarded

as first-aid injuries:

a) If there was no medication required.

b) No subsequent medical treatment is required.

c) Where an employee was involved in an OHS incident where there was contact with a

person’s body part, whether there was an injury or not, the involved employee shall at

least be assessed by a first aider/health professional, for the purpose of this document,

this assessment/examination will be regarded as First Aid. At the minimum, the incident

shall be classified at least as a first-aid injury.

d) First-aid treatment can also be offered by a medical professional as long as it is in the

scope of the first aider.

e) The affected employee is able to resume work after the injury has been treated.

Note 1: Classification is based on the level of treatment, not on the person

administering treatment. For example, health professionals or emergency teams can

provide first-aid treatment.

Note 2: This excludes Incidents which are not caused by OHS events that arise at

the workplace or not directly related to the course and scope employment.

2.3.4 Lost-time injury (LTI): A work injury, including impairment and a fatality that arises out of,

and in the course of, employment and that renders the employee or contractor to be booked

off work. A work injury, including impairment and a fatality, that arises out of, and in the

course of, employment and that renders the employee or contractor to be unable to perform

his/her regular/normal work longer than seven calendar days or shifts other than the day or

shift on which the injury occurred.

Note: Normal work refers to any work where a person can perform his/her normal duties,

as per job profile, without restriction. Lost-time injury will apply if a person is booked off

work by a medical practitioner due to an incident, including being booked off for acute

stress or post-traumatic stress disorder by a relevant medical practitioner after an OHS

incident.

A lost-time injury includes the following:

a) Where an employee/contractor is booked off, regardless of the number of days or

shifts.

b) Incident resulting to a person being booked on restricted/ light duty longer than seven

calendar days.

Note: This excludes incidents which are not caused by OHS events that arise at the

workplace or not directly related to the course and scope employment.

Controlled disclosure

When downloaded from the document management system, this document is uncontrolled and the responsibility rests with the user to

ensure it is in line with the authorized version on the system. No part of this document may be reproduced in any manner or form by

third parties without the written consent of Eskom Holdings SOC Ltd, © copyright Eskom Holdings SOC Ltd, Reg No 2002/015527/30

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2.3.5 Medical injury: an injury resulting from a work related incident where treatment was

rendered by a medical/health professional within a 24-hour period, and medication was

either prescribed, dispensed, and/or applied. The affected employee is able to resume

work after the injury has been treated.

Note 1: Treatment, for the purpose of this document, excludes any diagnostic or

examination procedure or method used in the establishment of the extent of injuries or

illnesses (for example, X-rays or scans).

Note 2: Where medication was prescribed and/or dispensed after an injury and it was not

obtained and/or used, the injury shall be classified as a medical injury.

Note 3: Where medication is prescribed, dispensed and/or applied, whether to treat an injury

or prevent an illness or medical condition after an incident, the incident must be regarded at

least as a medical injury.

Note 4: any work-related noise-induced hearing loss with a PLH shift between 3.2% and

9.9% will be regarded as a medical injury.

Note 5: This excludes Incidents which are not caused by OHS events that arise at the

workplace or not directly related to the course and scope employment.

2.3.6 OHS Event: any occurrence where humans were involved and this occurrence poses a risk

of injury or illness/disease to those involved humans.

2.3.7 Occupational health and safety incident (OHS incident): an unplanned OHS event that

could, or does, result in human injury or illness or property damage, excluding:

a) crime-related incidents where there was no potential for injuries; and

b) motor vehicle incidents where the vehicle was stationary and unoccupied, incidents

where there were scratches on the vehicle with no potential for injury, windscreen or

glass-related incidents with no potential for injury.

Note: For recording and performance purposes, when there is an incident where multiple

divisions/groups are involved, divisions/groups must capture the incident for their

involved/injured.

Controlled disclosure

When downloaded from the document management system, this document is uncontrolled and the responsibility rests with the user to

ensure it is in line with the authorized version on the system. No part of this document may be reproduced in any manner or form by

third parties without the written consent of Eskom Holdings SOC Ltd, © copyright Eskom Holdings SOC Ltd, Reg No 2002/015527/30

Unique Identifier: 32-95Occupational Health and Safety Incident

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2.3.8 Occupational safety near-miss incident: Any OHS event that did not result in human

injury or damage but had the potential, under different circumstances, to cause human

injury or property damage.

2.3.9 Occupational hygiene near-miss incident: An OHS event where a person is exposed to a

single or combination of occupational hygiene hazards, which occurred in the work

environment, due to failure/insufficient/absence of control measures for that hazard(s) that

could result in medical treatment, impairment or an occupational disease/illness.

2.3.10 Occupational impairment: Partial or total loss of bodily function or part of the body

attributed to exposure at the workplace.

2.3.11 Noise-induced hearing loss (NIHL) incident: Where an individual experiences a bilateral

sensorineural hearing loss with a confirmed percentage hearing loss of 10% or more

measured from the baseline, which must be based on two diagnostic audiograms, as per

Instruction 171 issued by the Compensation Commissioner.

2.3.12 Occupational disease/illness: Any confirmed disease/illness arising out of, and in the

course of, an employee’s employment and that is listed in Schedule 3 of the COID Act or

any other condition as determined by an occupational medicine practitioner. In the case of

employees placed through a labour broker, the onus is on the relevant OU/BU to ensure

that the pre-employment medical examinations are done.

2.3.13 Public fatality: The death of a member of the public.

2.3.14 Public incident: Direct or indirect exposure to Eskom’s product or activities caused by

substandard acts and/or conditions that result in, or have the potential to cause, physical

harm to members of the public, damage to property or interruption of business.

If an Eskom vehicle is used for commuting (the employee is not on standby, nor has he/she

been called out for work) and the employee is involved in an MVA resulting in injuries either

to himself/herself or a member of the public, this incident should be classified as non-work-

related. If there were injuries to the member of the public, the incident shall be captured on

SAP as a public incident and investigated but regarded as non-work related incident.

2.3.15 Public Recordable Fatality Incident (PRFI)

a) A PRFI is an incident resulting in the electrocution of a member of the public by coming

into contact with Eskom apparatus within the point of supply, but excluding

electrocution resulting from criminal activities. A minor being electrocuted as a result of

criminal activity will be regarded as a public recordable fatality incident.

b) Any work-related incident where an Eskom employee or contractor is responsible for

the death of a member of the public, excluding incidents where a member of the public

is solely at fault.

2.3.16 Serious incident:

a) Any incident that results in a person being admitted to ICU for four days or more.

Controlled disclosure

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ensure it is in line with the authorized version on the system. No part of this document may be reproduced in any manner or form by

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Unique Identifier: 32-95Occupational Health and Safety Incident

Management Procedure Revision: 9

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b) Any incident involving persons where there was electrical contact, uncontrolled release

of energy (for example steam release, electrical flashover, etc.).

Note: OU/BU must inform Sustainability Systems immediately regarding the incident, where

after a decision will be made regarding the activation of an independent Subject Matter

Expert.

2.4 Abbreviations

Abbreviation Explanation

A&F Audit and Forensic

CC Compensation Commissioner

DoE&L Department of Employment and Labour

Eskom Eskom Holdings SOC Limited

Exco Executive Committee

HR Human Resources

ICU Intensive Care Unit

INO Initial Notification of Occurrence

LTI Lost-Time Injury

LTIR Lost-Time Injury Rate

MHSA Mine Health and Safety Act

NIHL Noise-Induced Hearing Loss

NPA National Prosecuting Authority

OEL Occupational Exposure Limit

OHS Occupational Health and Safety

OHS Act Occupational Health and Safety Act, 1993 (Act No. )

OMP Occupational Medical Practitioner

OU/BU Operating Unit/Business Unit

PCM Process Control Manual

PLH Percentage Loss of Hearing

PPE Personal Protective Equipment

PRFI Public Recordable Fatality Incident

SAIOH Southern African Institute for Occupational Hygiene

SAP Systems, Applications and Products in Data Processing

SAP EH&S SAP Environmental Health and Safety (system)

SDIC Safety Data Integrity Committee

SHEQ Safety, Health, Environment and Quality

SOC State-Owned Company

SS OHS Sustainability Systems Occupational Health and Safety

TRIR Total Recordable Injury Rate

WCL Workman’s Compensation Letter

Controlled disclosure

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2.5 Roles and Responsibilities

Eskom Holdings SOC Ltd and its subsidiaries shall take all reasonably practicable steps to prevent

all incidents and harm to any person, including members of the public and damage to property.

The Responsible Managers shall be responsible for:

a) Implementing this procedure;

b) Communicating to all their employees, contractors and contractor employees the

importance of compliance with this procedure and the consequences of non-compliance.

This includes communicating duty of care and refusal to perform an unsafe task to all new

employees and new contractors;

c) Implementing a monitoring process for ensuring understanding of, and compliance with,

duty of care and refusal to perform an unsafe task; and

d) Ensuring understanding of, and compliance with, the requirements of this procedure.

Note: Joint ventures: There may be occasions when Eskom and other organisations combine

resources to carry out a joint venture. Unless otherwise stipulated, each company in the joint

venture is liable for its own contraventions and could, therefore, be prosecuted in its own name,

without reference to any of the other companies involved.

2.6 Process for Monitoring

Compliance with the requirements of this procedure shall be audited as per the first- to third-tier

audit process. The OU/BU is responsible for its own monitoring; all other assurance providers will

monitor compliance with this procedure.

2.7 Related/Supporting Documents

Parties using this document shall apply the most recent edition of the documents listed below:

[1] Annexure 1: as required by the OHS Act – document number 240-100003427.

[2] OHS Incident Investigation Report template – document number 240-77046688.

[3] WCL forms – as per the OHS Act.

[4] Preliminary Brief on OHS Incidents document – document number 240-99618317

[5] Process Flow on the process of Capturing, Verification and Validation of Occupational

Diseases – document number 240-134597296

3. Occupational Health and Safety Incident Management Procedure

The following steps describe the process of incident management and are described in detail in the

remainder of the document:

1. Incident identification.

2. Initiation and execution of emergency response.

3. Notification and reporting to relevant stakeholders.

4. Incident prioritisation.

5. Classification and recording of incidents.

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6. Incident investigation.

7. Management of corrective actions - implementation and monitoring of corrective actions of

incidents.

8. Incident close-out.

9. Incident communication – occurs throughout the incident management process and is not

necessarily a stand-alone step.

3.1 Incident Identification

Identify or recognise that an incident has occurred. There are two types of identification or

recognition, that is, direct observation and indirect observation.

To ensure identification of incidents, the Responsible Manager should provide employees with

knowledge and skills as well as create a culture and environment that motivate employees to

immediately identify incidents as they occur.

Direct observation includes seeing the incident happening or being involved in the incident. For

potential occupational disease incidents/impairments, direct observation includes assessment

results by any medical practitioner or medical surveillance conducted by an occupational health

practitioner.

Where in doubt whether the incident is an OHS incident or not, test the description of the incident

against a definition of an occupational health and safety incident.

Any medical practitioner who examines or treats a person for a disease described in schedule

three of the COIDA, or any other disease that he believes arose out of that person’s employment,

shall within the prescribed period and in the prescribed manner report the case to the person’s

employer and to the chief inspector and inform that person accordingly.

Identification of occupational hygiene-related near-miss incidents must be classified by the

occupational hygiene/safety practitioner.

Indirect observation includes learning of the incident through, for example, complaints, feedback,

or information provided by internal stakeholders (for example, Eskom employees or contractor

employees) or external stakeholders (for example, authorities, members of the public, etc.).

3.2 Initiation and Execution of Emergency Response

a) Emergency response includes, but is not limited to, the following:

i. Rescue operations.

ii. Ensuring that the scene is safe during and after the incident.

iii. Providing emergency care (that is, first-aid treatment) to the injured to stabilise him/her

and prevent further injury and obtaining medical assistance, where necessary and/or

applicable.

b) Activate the appropriate emergency response actions in terms of the site or area

emergency preparedness plan/procedure.

c) In order to prepare for proper emergency response, the Responsible Manager must assess

the potential risks and develop a suitable response plan to address the risks. In the event

of an incident, emergency care must be provided in accordance with the emergency

response plan for the area.

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d) The supervisor/manager must ensure that the injured person receives the best medical

care and, when required, is transported to the doctor/hospital and that the relevant

Employer’s Report (WCL 1 or 2) is duly completed.

e) The supervisor/manager must ensure that a copy of the person’s identity document is

available to the treating doctor/hospital, which will facilitate prompt treatment. The

Supervisor / Line Manager should ensure that the injured is accompanied for medical

treatment, for the purpose of ensuring that the injured person receives the best medical

care and that the relevant medical reports are completed correctly and appropriate

feedback is received from the treating doctor.

f) The OU/BU Responsible Manager is to ensure that specific work instructions relating to

emergency response are available on site and executed accordingly.

g) Emergency response includes collection of evidence, which will assist in establishing the

root cause. When collecting evidence, take cognisance of the 5 Ps (people, position, parts,

paper and process evidence).

h) Collection and preservation of evidence:

i. Immediate actions at the scene following an incident can disturb or potentially remove

vital physical items and information important for the investigation.

ii. The Responsible Manager is responsible for ensuring that complete and correct

evidence and records are identified, collected, recorded and obtained, archived, stored

and preserved to support the investigation of the incident.

iii. The Responsible Manager must take steps to preserve physical items, computer data

and other relevant information until the incident investigation begins.

iv. No person should be allowed to remove, disturb or tamper with any evidence until

authorised to do so by the Responsible Manager or regulatory authority.

3.3 Notification and Reporting

All occupational health and safety incidents must be reported to relevant stakeholders. If

information is not readily available, the available information must be used, an updated notification

must be distributed to all stakeholders as more information becomes available. The action and

responsibility requirements under the Incident Prioritisation section must be referenced to identify

who needs to be notified.

When: when did the incident occur (exact time and date)?

Who: who was involved in the incident?

Where: where did the incident occur?

What happened: what work was being done at the time, what materials, equipment or

substances were involved?

Note: In the case of incidents involving crime and firearm-related incidents, the relevant Security

Department shall be notified.

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3.3.1 Internal stakeholders to be notified for occupational health and safety-related

incidents include the following:

a) All incidents

i. Supervisor.

ii. Responsible Manager.

iii. Occupational health and safety representative.

iv. Safety Department.

v. Occupational Health Department (if applicable).

b) Specific incidents

i. In the case of a fatality or a serious incident, notify OU/BU Management and

Sustainability Systems Department immediately.

ii. In the case of receiving any notification in terms of the OHS Act, sections 31 or 32, or in

the case of a summons received from the NPA, or any incident where there is a

possibility of liability, immediately contact the Legal Department regarding the

appointment of the attorney. If there are reasons to believe that such an attorney is not

required, the OU/BU must provide, without delay, a detailed motivation which will be

assessed by Legal Department and thereafter a decision will be communicated to the

Ou/bu.

3.3.2 Eskom employees performing work temporarily at another Eskom OU/BU

a) The Responsible Manager at the OU/BU where the incident occurred shall report to the

relevant stakeholders.

b) The affected employee’s own OU/BU Responsible Manager is responsible for reporting the

incident to the Compensation Commissioner (CC).

3.3.3 Eskom employees performing work at another organisation

If an incident occurs during regular/normal work, the reporting to the CC must be done by the

original OU/BU, although the external organisation (where reasonably practicable) must assist with

completing the documentation for submission to the CC.

3.3.4 Notification requirements for employee and contractor fatalities

a) The OU/BU must provide to the Sustainability Systems Department, immediately, the

detailed information relating to the circumstances of the incident, including details of the

deceased’s next of kin, in order for the announcement to be compiled for communication to

Eskom’s Board, Exco and the rest of the organisation.

b) The fatality announcement to be sent throughout Eskom must be signed off by the Group

Executive.

c) Only the Eskom Communication Department and/or the Eskom spokesperson may disclose

information to the media and/or the public.

d) Information can only be released to any external party after verification by the Eskom Legal

Department.

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3.3.5 Notification requirements for potential occupational diseases

Any potential occupational disease/illness must be referred to an Eskom occupational medicine

practitioner (OMP) for confirmation. Once confirmed, the OMP shall inform the Responsible

Manager, who must ensure that the incident management process is followed after confirmation.

Feedback on confirmed occupational diseases:-

a) Incidents to be recorded on SAP EH&S.

b) Each case must be discussed at the OU/BU statutory committees as required by law.

3.3.6 Capture initial notification

3.3.6.1 Capture and communicate the initial notification

a) Initial reports are reports that are submitted by any individual who is reporting an incident to

the relevant OU/BU Occupational Health and Safety Department. They can be provided in

any form, for example, email, OU/BU internal flash report or INO.

b) Initial reports are brief and limited to an outline of the known facts (that is, date, time, place,

what happened, immediate actions taken and persons involved).

c) The Responsible Manager must ensure that the initial notification is communicated in

accordance with the time lines.

3.4 Incident Prioritisation

From the initial reports, the Responsible Manager, in conjunction with, and advised by, the

occupational health and safety practitioner, must use the matrixes provided to determine the

priority rating of an incident. The Responsible Manager is responsible for ensuring that all those

involved in the prioritisation of incidents are in a position to understand and use the relevant

matrixes.

3.4.1 The priority rating is utilised to:

a) Ensure that appropriate management of the incident takes place;

b) Determine the level of action following notification of the incident;

c) Assist Responsible Managers with prioritising and classifying incidents; and

d) Provide clear direction about the incident reporting and communication requirements.

3.4.2 Steps involved in incident prioritisation:

3.4.2.1 Step 1

Determine the actual or potential outcome, consequence and severity of the incident by using the

Consequence table. Note: Use the actual outcome for injuries and the potential outcome for

near-miss incidents.

3.4.2.2 Step 2

Determine the likelihood of a recurrence of this incident by using the Likelihood table.

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3.4.2.3 Step 3

Quantify the level of risk associated with the incident by assigning a priority rating to the incident.

Using the information obtained in Steps 1 and 2 of this process, use the priority matrix to determine

the priority rating.

3.4.2.4 Step 4

Determine the appropriate action to be taken, as described in the Action and Responsibility

Requirements Table.

3.4.2.5 Step 5

If the severity of the incident changes, e.g. medical injury to a lost-time injury, the priority rating of

the incident must be reviewed and amended where necessary, including updating relevant

information in SAP EH&S.

3.5 Classification and Recording of Incidents

All occupational health and safety incidents, regardless of their rating, must be classified,

prioritised and recorded on the SAP EH&S system according to the CARAT (complete, accurate,

relevant, accessible, timely) principles. Contractor employees working under the Mine Health and

Safety Act will be classified and recorded as contractor employees and not as Eskom employees

for the purposes of this document.

3.5.1 Classification

Classification of incidents is based on the consequence as a result of the incident.

Note: the onus is on the OU/BU to determine the work relatedness and classification of the

incident. Sustainability Systems will not classify incidents on behalf of the OU/BU, but will assist in

interpretation of the procedure, should the OU/BU be unable to classify the incident or if there is a

dispute regarding classification, that particular incident shall be referred to Safety Data Integrity

Committee (SDIC).

3.5.1.1 Involved person’s relationship with Eskom: The aim of classifying the type of

relationship with the person is to determine whether the person(s) involved in the incident

was/were an Eskom employee(s), contractor employee(s) or member(s) of the public.

3.5.1.2 Work-relatedness: In order to classify the work status and to determine whether the

incident arose out of, or in connection with, the person at work, one needs to consider the workrelatedness of an incident. Unless otherwise specified in this procedure or in Occupational Health

and Safety Incident Management Definitions and Classification Parameters standard, as a general

rule, an affirmative answer to all of the following questions is required:

a) Did the incident or exposure occur at any workplace or within workplace boundaries?

b) Did it arise out of, or in connection with, the activities of persons at work, or as a result of a

Hazard present in the workplace?

c) Did it occur in the course of a person’s employment?

d) Did it result, or could it have resulted, in personal injury or health impairment?

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3.5.1.3 Responsible unit (OU/BU)

a) Eskom employees: An incident must be captured against the OU/BU/subsidiaries based

on the employee’s organisational structure at the time of the incident.

b) Contractor employees: An incident must be recorded against the OU/BU/subsidiary with

which the contractor has a contractual relationship and/or any other contractual agreement

(including hand-over documents). In the case of incidents involving a service provider

procured through a national contract, incidents shall be recorded against the

OU/BU/subsidiary or end-user that requested a service from the contractor/supplier, this

request may be in a form of releasing services from a contract, in writing or otherwise,

including emails, telephone, etc.

3.5.1.4 Classification of occupational diseases and occupational health impairment

Classification of occupational diseases and occupational health impairment incidents must be

undertaken by the occupational hygiene/safety practitioner based on the confirmation received

from the Eskom medical practitioner with the supporting documentation (refer to 240-134597296 –

Process Flow on the process of Capturing, Verification and Validation of Occupational Diseases).

The following will be excluded from the Eskom performance measure:

1. All occupational diseases where a pre-existing condition has been aggravated by the work

conditions.

2. Any incident (as determined by an investigation committee) where an employee was not

exposed to any excessive noise at the workplace after 16 November 2003.

3.5.1.5 Reclassified incidents

Reclassified incidents must be communicated by means of an updated SAP EH&S flash report to

relevant internal stakeholders, together with an explanation of the reclassification. Supporting

documentation or proof must be made available for incident classification, verification and audit

purposes and electronically attached to the incident in SAP EH&S. Downgraded incidents affecting

performance indicators must be submitted to SDIC for ratification. Third Party at Fault incidents

affecting performance indicators must be submitted to SDIC for ratification.

3.5.1.6 Clarification regarding incident classification of occupational health and safety-

related incidents

Where clarification is required for the interpretation of rules and examples for the classification of

incidents or in order to resolve disputes with regard to occupational health and safety incidents, the

Responsible Manager must send all relevant information to the Safety Data Integrity Committee

(SDIC) for review, the committee will evaluate information and provide direction in accordance with

the Terms of Reference of the SDIC.

3.5.1.7 Classification dispute and appeal process

In order to deal with disputes or clarification, OHS incidents requiring clarification must be tabled at

the Safety Data Integrity Committee (SDIC). These incidents will be reviewed in terms of this

procedure and/or other relevant documentation. Should the OU/BU be not satisfied with the

findings/outcome of the SDIC, the OU/BU is entitled to appeal the decision at the Safety Data

Integrity Appeal Committee.

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3.5.2 Recording

3.5.2.1 General requirements

All work-related occupational health and safety incidents must be recorded on SAP EH&S.

All non-work-related occupational health and safety incidents that occur within workplace

boundaries must be recorded on SAP EH&S and it is not necessary to communicate the flash

report.

The following generally agreed principles must be followed with regard to which information is

recorded:

 The date on which the incident occurred, as opposed to the date of subsequent

reclassification on severity, for example, deterioration of condition or death.

 Any preceding incident, including an occupational disease/illness, that occurred as a result

of exposure to the same agent, impacting the same body part or target organ on a different

occasion and resulting in similar symptoms or health effects, must be reported and

recorded as a new/different incident.

3.5.2.2 Recording of occupational diseases or illnesses

The date of the incident for occupational diseases shall be the date of confirmation by the Eskom

Occupational Medicine Practitioner as reflected on the First Medical Report in respect of an

Occupational Disease (WCL22).

This incident must be captured on SAP EH&S as work-related within 48 hours as per information

provided on the First Medical Report. Once the outcome of the investigation proves that the

incident is not work related, SAP EH&S must be updated immediately to reflect changes on the

work relatedness. All Occupational Diseases where after the investigation, are regarded as not

work related, or where the OU/BU requires clarity/assistance, those Occupational Diseases must

be submitted to SDIC for final classification. An Occupational Disease involving a pensioner shall

be submitted to SDIC for final classification.

The date of an occupational health impairment incident shall be the date reflected on the NoiseInduced Hearing Loss Notification form (240-75512947). Occupational diseases/illnesses will be

recorded against the OU/BU to which the employee belongs at the date of confirmation by the

Eskom Medicine Practitioner, unless it can be proven that the occupational disease/illness was

caused by the activities of another OU/BU.

3.6 Incident investigation

3.6.1 General

a) All investigation reports must be considered controlled disclosure documents in accordance

with the Eskom document management process.

b) All health and safety incidents must be investigated, excluding non-work-related incidents

occurring outside workplace boundaries.

c) During the investigation of repeat incidents, ineffective corrective actions from previous

incidents must be considered.

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d) The chairperson of an incident investigation committee shall be at a level as per the “Action

and Responsibility Requirements” table contained in the Occupational Health and Safety

Incident Management Definitions and Classification Parameter Standard (240-131838225).

Where there is perceived conflict of interest (an interest which is likely to adversely affect

the investigation process), if the conflict is found to exist, the chairperson of an investigation

committee shall not be a direct manager/supervisor of the injured/involved person. It is the

responsibility of the Responsible Manager to ensure that incidents are not chaired by the

chairpersons who are conflicted in that particular incident.

e) In the case of incidents involving crime, the applicable Security Department must be

involved.

f) The employer’s investigation report (Annexure 1 in terms of the OHS Act) must be

completed by the OU/BU investigator and signed off by the applicable OU/BU Responsible

Manager as the representative of the employer/user. Annexure 1 for contractor incidents

must be signed off on a similar basis, unless the Contractor’s Policies and Procedures

stipulates otherwise.

g) All investigations shall be completed within 30 days of the occurrence of an incident, if the

investigation could not be completed within 30 days, the OU/BU manager shall write a

signed off letter indicating the reasons why the Internal OHS Investigation could not be

completed within 30 days. This letter shall be loaded on SAP EH&S.

h) The results of the OHS investigation must be captured on the Eskom Internal OHS

Investigation template: Form 240-77046688 and signed off by the chairperson within 20

calendar days after conclusion of the investigation.

i) All investigation results must be documented and captured on SAP EH&S, including root

cause analysis and identified corrective measures. The root cause analysis must be

electronically attached to the incident in SAP EH&S. Investigations by government

agencies could also trigger a review of the initial incident information captured.

j) Records must be kept by the OU/BU of all OHS Act section 24 incidents, lost-time injuries

and medical treatment cases on the Annexure 1 form (as required in the OHS Act –

General Administrative Regulations for Recording and Investigation of Incidents) for all

employees, contractors and members of the public. All investigation reports must be kept

and archived for at least 25 years, unless another period has been specified in legislation or

in any court proceedings that may ensue.

k) To determine the estimated cost of an incident, the Compensation Commissioner Cost

Calculations should be utilised.

l) The Eskom Internal Investigation Report’s disclosure is controlled, it is for internal use only.

It may only be disclosed to third parties with specific authorization or consent from Legal

and Compliance Department.

m) This information includes a wide spectrum of internal business data that can be used by all

employees and can be shared through authorized business process.

n) The completed Annexure 1 form, as required in terms of the OHS Act – General

Administrative Regulations for Recording and Investigation of Incidents, may be made

available to a third party on request.

o) Chapter 23 of the MHSA Regulations sets out the manner in which incidents are to be

reported to the Mine Health and Safety Inspectorate on the following forms: SAMRASS 1,

2, 4, and 9 in accordance with Chapter 21 of the MHSA Regulations, as may be required, in

consultation with the Eskom Legal Department.

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p) In the case of incidents involving contractor employees, the contractor must investigate

those incidents as an employer in his/her own right (employer’s investigation) and generate

a report. The report and Annexure 1 must be submitted to the applicable OU/BU or on

request to the Department of Employment and Labour by the contractor. Eskom may

participate during these investigations.

q) During Eskom’s investigation, a contractor/member of the public may be requested to

provide information/ evidence. The contractor/member of the public is entitled (at their own

cost) to be represented by a legal representative whilst giving information/evidence. The

contractor/member of the public legal representative’s attendance in the investigation

process is limited to the period within which they are providing information/evidence. While

the contractor is giving evidence, the contractor executive may sit-in in the investigation.

Once the contractor personnel have finalised giving information/evidence to the committee,

the contractor executive to be excused. They must not sit in for the duration of the

investigation or question Eskom witnesses/committee members or to seek evidence from

Eskom.

r) When the contractor conducts its own investigation, Eskom employees may participate in

such an investigation. If an Eskom employee is required in that investigation to be a

witness, formal request must be submitted to the manager of the required employee.

s) Should the contractor or any third party need information or evidence from Eskom, the

manager of the employee from whom such evidence is requested, shall evaluate this

request and if required, seek assistance from Legal and Compliance Department who will

give guidance or determine whether such information can be provided.

t) The investigation report must include the following information:

i. The details of the incident (type of incident, what occurred, sequence of events when

and where the incident occurred).

ii. Incident consequences and impacts.

iii. The risk of the incident reoccurring using a root causes analysis technique and the

likelihood and consequence table within this document.

iv. Direct or immediate cause(s).

v. Root causes, taking into consideration human, workplace and natural factors (who, what

and why).

vi. Identify system failures (procedure non-conformance, training, plant failure, etc.).

vii. Corrective actions to remedy and prevent a reoccurrence of the incident.

viii. Lessons learnt and recommendations.

3.6.2 Investigation requirements

a) All incidents occurring within workplace boundaries must be investigated regardless of work

relatedness. Such incidents must be investigated to identify any possible contributing

causes and to make recommendations on preventing any repeat incidents.

b) The investigation of non-work-related incidents that do not occur at the workplace, including

non-work-related commuting incidents is not required. In some cases an investigation can

be requested by the Responsible Manager where the Responsible Manager has a very

good reason to request such an investigation (where Eskom has an interest to understand

the reasons/root causes) with permission from an employee. These lessons could be

shared in the organisation to prevent repeat incidents.

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c) It must be noted that the employer does not have the mandate to investigate incidents that

occurred at an employee’s home, unless the person was performing work from home

(defined as telework) at the time of the incident, in which case the incident would be

regarded as work related.

d) Eskom investigations will consist of an OU/BU investigation, or depending on the severity of

the incident (as determined in the incident prioritisation section), a corporate investigation

will be held.

e) After every incident that requires an investigation, regardless of the seriousness of the

incident, the responsible manager shall ensure that preliminary evidence collection process

is conducted within 72 hours of occurrence.

f) In cases of incidents involving contractor employees, the contractor must investigate those

as an employer in his/her own right (employer’s investigation) and generate a report. The

report and Annexure 1 must be submitted to the applicable OU/BU or on request to the

Department of Labour by the contractor. Eskom may participate during these investigations

g) The employer’s investigation under the MHSA must be conducted as set out in section

11(5), as revised, of the MHSA.

h) Root cause analysis techniques.

A root cause analysis technique must be used for all employee and contractor OHS

investigations.

3.6.3 Eskom Internal OHS Investigation

3.6.3.1 OU/BU investigations (excluding serious and fatality investigations)

The Investigation Committee must consist of the following, given the nature of the incident:

a) A chairperson (appointed in writing by the employer) as the investigator of the incident. The

chairperson of an incident investigation committee who shall be at a level as per the

“Action and Responsibility Requirement” table contained in the Occupational Health and

Safety Incident Management Definitions and Classification Parameter Standard (240-

131838225),

b) Where there is perceived conflict of interest (an interest which is likely to adversely affect

the investigation process), if the interest is found to exist, the chairperson of an

investigation committee shall not be a direct manager/supervisor of the injured/involved

person. It is the responsibility of the Responsible Manager to ensure that incidents are not

chaired by the chairpersons who are conflicted in that particular incident.

c) Where applicable, a subject matter specialist(s) may be appointed by the OU/BU.

d) Representatives from all entities, where multiple organisations and/or Groups/Divisions are

involved in an incident.

e) The relevant supervisor/manager under whose supervision the incident occurred shall be

the first person to give evidence related to the incident and may be allowed to remain in

attendance at the investigation as an observer, provided there is no conflict of interest.

f) The applicable local workplace statutory health and safety representatives, as required by

the OHS Act.

g) The OU/BU shall invite the respective Division/Group’s Full Time Health and Safety

Representative (where applicable), as per Health and Safety Agreement.

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h) The relevant local union representative as per Eskom’s recognised trade unions may

participate during an employee employer’s investigation, including the process of evidence

collection, investigation, formulation of findings and corrective actions. The relevant union

representative must be from the union in which the involved person is affiliated to.

i) An applicable OU/BU OHS Department representative.

j) In case of an incident involving a person with disability, the investigation committee must

consist out of a representative from Human Resources (HR) and an Occupational Hygiene

Practitioner (where required). Depending on the complexity of the incident, the

Occupational Hygiene Practitioner in consultation with HR will recommend additional

specialist if and when required to assist with effective investigation of the incident.

k) Where relevant and applicable, the Construction Health and Safety Agent.

l) Where relevant and applicable, the OHS Act GMR 2(1) person appointed for plant-related

incidents or his/her assistant in terms of GMR 2(7).

Witnesses: Direct and indirect witnesses as determined by the investigation committee.

Note: A witness may be recalled to answer further questions by the committee, as determined by

the chairperson.

The Investigation Committee chairperson is responsible for the process of evidence collection,

investigation, formulation of findings, identification of root causes, formulation of corrective actions,

compilation of an investigation report.

Note 1: In the case of a committee member who needs to testify as a witness, such a member

needs to be excluded from the investigation sitting until such time as he/she has given his/her

testimony and thereafter the chairperson can exercise his/her prerogative to allow such a person to

become a member of the committee.

Note 2: The investigation may not continue if either the chairperson, the Responsible Manager or

his/her delegate (provided there is no conflict of interest), the statutory Health and Safety

Representative and the subject matter specialist(s) determined by the chairperson is not present

Note 3: The Sustainability Systems Department, as well as an identified subject matter

specialist(s), may attend on invitation.

Note 4: The initiation of the incident investigation must not be delayed due to the unavailability of

any witness.

Note 5: Sustainability Systems has the prerogative to participate as it may deem fit, after

consulting with the relevant OU/BU Responsible Manager, in any incident investigation

notwithstanding the priority rating or incident classification. Sustainability Systems may also

request, through the relevant management structures, any incident investigation report and enquire

on the contents of such a report. Sustainability Systems may lead any investigation at the request

of any relevant senior manager.

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3.6.3.2 Public Incidents

a) The OU/BU shall conduct an investigation for fatal and non-fatal public incidents.

b) The OU/BU shall immediately mobilise for a specialist to respond to the scene and collect

evidence.

c) In the case of electrical related incidents that occurred beyond the point of supply or

involving electrical related criminal activities (theft), the onus is on the OU/BU to conduct

its own investigation. If there is any reason to believe that there is a legal liability, the

OU/BU needs to provide a motivation accompanied by an investigation report and

supporting documentation/information to Sustainability Systems and Legal Departments

and seek a legal opinion from Legal Department.

3.6.3.3 Employee and contractor serious incidents (see definition of a serious incident)

a) OU/BU must inform Sustainability Systems immediately regarding the incident, whereafter

a decision will be made regarding the activation of an independent Subject Matter Expert.

b) Where required, Sustainability Systems Department will appoint and mobilise an

independent subject matter specialist/expert to facilitate and coordinate the collection of

evidence, statements and to support the OU/BU personnel

c) In the case of an extreme serious incident, the OU/BU must appoint an independent

chairperson (at least MPSG17) from another OU/BU to chair the investigation, where

required, the OU/BU to liaise with the Divisional/Group head office for assistant in the

appointment of the independent chairperson. Liaise with Sustainability Systems OHS

regarding attendance of the Sustainability Systems OHS representative.

d) The OU/BU’s Internal OHS investigation chairperson/investigator must provide the

investigation final report in accordance with the Internal OHS Investigation template (240-

77046688. within 20 calendar days after conclusion of the investigation to the OU/BU

Manager and Sustainability Systems Department. The independent subject matter

specialist(s) (referred to in a) above, may provide a separate technical report.

e) If there is potential liability, the Legal Department and Sustainability Systems Departments

must be provided with a motivation for such possible liability in order to advise the OU/BU

on the way forward.

f) The composition of the investigation committee for serious incident is similar to the OU/BU

investigation, with the exception of point a), b) and c) above.

g) The OU/BU where the incident occurred shall support the investigation by assisting with

logistical arrangements and providing a resource for the secretariat role, i.e. for taking

notes and assisting the chairperson with the draft report.

3.6.3.4 Corporate investigation (fatalities)

a) In the case of employee and contractor fatalities, the Sustainability Systems Department

will initiate a corporate investigation and immediately mobilise personnel, who will facilitate

and coordinate the collection of evidence.

b) The OU/BU must ensure that a preliminary investigation is conducted and a report is

generated before the corporate investigation.

Note: In cases where the MHSA applies, the investigation process set out in it will be followed.

Thereafter, a corporate investigation will continue, as required.

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c) The Corporate Investigation Committee must consist of the following members:

i. Chairperson – appointed by Sustainability Systems.

ii. OU/BU Responsible Manager, or his/her delegated person.

iii. Relevant and applicable departmental senior management representative(s) (provided

that he/she have no direct involvement in the particular incident and no conflict of

interest exist).

iv. Risk & Assurance/SHEQ Department representative.

v. Subject matter specialist/ expert.

vi. Sustainability Systems Department representative.

vii. The local statutory health and safety representative (for employee incidents). Where

relevant, the applicable Full Time Health and Safety Representative, as per Health and

Safety Agreement. The OU/BU shall extend the invitation to the applicable Full Time

Health and Safety Representative.

viii. The applicable local union representative as per Eskom’s recognised trade unions may

participate in employee investigations, including the process of evidence collection,

investigation, formulation of findings and corrective actions. The applicable union

representative must be from the union in which the involved person is affiliated to.

ix. Representatives from other divisions in cases involving multiple divisions.

x. In cases where the MHSA applies, the following members may be included as

committee members: 4(1) employer’s representative, 3(1) (a) mine manager, and

2.13.1 engineering manager (mining equipment)/mine engineer.

xi. Where relevant and applicable, the Construction Health and Safety Agent.

xii. Where relevant and applicable, the OHS Act GMR 2(1) person appointed for plant-

related incidents or his/her assistant in terms of GMR 2(7).

xiii. In case of the contractor employee incidents, contractor management representative(s)

are not part of the committee as they would have conducted their own investigation as

the employer. Should the contractor management representative(s) strongly feel that

they need to be part of Eskom’s investigation, the representative shall request (with

reasons) for such permission from the chairperson. Granting of this permission is at the

discretion of the chairperson.

xiv. In case of contractor fatalities, the contractor management representative may be

present while his or her employee is giving evidence. He or she can only seat-in when

their employees are being interviewed since this is an Eskom investigation and the

contractor would have done its own investigation as an employer.

Note: Should any person find it necessary to be an observer, such person shall request the

chairperson for an observer status.

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d) The investigation committee shall identify and confirm the required witnesses:

i. Direct and indirect witnesses as determined by the investigation committee.

ii. A witness may be recalled to answer further questions of the committee, as

determined by the chairperson.

e) The OU/BU where the incident occurred shall support the investigation by assisting with

logistical arrangements and providing a resource for the secretariat role, i.e. for taking

notes and assisting the chairperson with the draft report.

3.6.4 Inquiries, investigation and hearings initiated by government agencies

a) National, provincial, and regional government agencies have the legal authority to inquire

into, or investigate, certain OHS incidents.

b) Any inquiry or investigation by any of these agencies should be preceded by giving proper

notice to the organisation.

c) When any of the following notices are received:

 Notifications issued by the DoE&L (in terms of the OHS Act sections 31 and 32

and section 56 of COID Act – Application for Increased Compensation).

 Where the MHSA applies, the Mine Health and Safety Inspectorate may convene

an investigation in terms of section 60 of the MHSA and/or an inquiry in terms of

section 65 of the MHSA.

 Summons/subpoena received from the NPA or any third party.

 Any incident where there is a possibility of liability.

 The OU/BU must immediately (not later than 24 hours of being notified) inform

Sustainability Systems and Legal Departments of such notice or requests received

by providing a copy of the notice, completed Annexure 1 form as required in terms

of the OHS Act (where applicable), the OU/BU’s relevant investigation report and

supporting documents and a completed Mandate of Instruction in order for Legal

and Compliance Department to appoint an external legal representative.

 If there are reasons to believe that such an attorney is not required, the OU/BU

must provide, without delay, a detailed motivation to Sustainability Systems and

Legal Department, such motivation will be assessed where after a decision will be

communicated to the OU/BU.

d) Requests by government agencies for access to the site’s investigation reports and

related materials must be made in writing and where the OU/BU is unsure regarding the

submission of the requested documentation or information, the OU/BU shall request

advise from Legal Department and Sustainability Systems before they are granted.

e) Employees have the right not to incriminate Eskom or themselves.

f) In the case of incidents involving contractor employees, the investigation will require the

contractor’s involvement.

g) In the case where a contractor does not cooperate during any part of the Eskom

investigation, in terms of contractual and legal obligations, Eskom shall take further steps

to ensure that the immediate and root causes of the incident have been identified and to

ensure that workable corrective actions are identified and implemented and that actions

that will prevent the repeat of such an incident are implemented in order for Eskom to fulfil

its legal obligation.

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h) When required, all persons must be available and cooperate during any investigation by

the Department of Employment and Labour or NPA.

3.7 Management of Corrective Actions

3.7.1 Implementation and monitoring of corrective actions of incidents

a) There must be at least one corrective action for each root cause identified during the

investigation.

b) The Investigation Committee must consider the following hierarchy of control when

formulating corrective actions:

i. Engineering control for the purpose of designing/redesigning in order to eliminate

the risk.

ii. Barriers to isolate/insulate between the source and employees or animals.

iii. The provision of personal protective equipment should be the last resort.

c) Planned start and end dates for all corrective actions must be clearly defined and must be:

i. Specific;

ii. Measureable;

iii. Achievable;

iv. Realistic, with clearly allocated responsibilities; and

v. Timeous, with clear deadlines.

d) Corrective actions and restart criteria/conditions that have to be completed before

operations may resume must be clearly identified in the investigation report. Other

corrective actions (for example, longer-term system-related improvements or evaluations)

often have a completion date that extends beyond the start-up date.

e) Identify potential risks that can influence the achievement of the corrective actions, and

document in the investigation report how these risks should be mitigated.

f) All corrective actions must be verified by the person responsible in order to determine

effective implementation. Documentary evidence of the implemented corrective actions

must be available and attached electronically to the incident in SAP EH&S before the

corrective action is closed on SAP EH&S.

g) Where a corrective action that has been implemented is deemed ineffective and, therefore,

unsuccessful, the corrective action(s) must be revised by the Investigation Committee and

implemented. An alternative corrective action measure must be identified to address the

root cause(s).

h) The revised corrective actions must be approved by the chairperson of the Investigation

Committee, and the report must be revised accordingly. The chairperson must provide the

motivation and/or justification for the decision. The previous ineffective corrective actions

must be closed out on SAP EH&S and a new corrective action must be identified and

captured on SAP EH&S.

i) Risk assessment must be done to ensure that any corrective actions that constitute an

improvement does not create an additional risk or increase the existing risk.

j) To ensure the prompt follow-up and close-out of corrective actions from an incident

investigation report, periodic status reports must be provided from SAP EH&S to site

management until all recommendations have been acted on and closed out.

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k) The Statutory Occupational Health and Safety/SHEQ Committee meeting must also track

the corrective actions, target dates and responsible person(s) identified during

investigations and note, in the minutes, the discussion points on the progress made with

the implementation of corrective actions. The minutes must be kept for at least three

years.

l) The OU/BU manager, as the Responsible Manager, is responsible for reviewing/analysing

the recommendations made in the incident investigation report, assigning responsibilities

to the relevant applicable Responsible Managers and providing the necessary resources to

implement the recommendations made, within a reasonable time frame that does not

expose persons to risk for an unnecessarily long period and to prevent recurrence of the

incident.

3.8 Incident Close-Out

a) Close-out is the final step in the incident management process. The action of closing out

an incident signifies that all corrective actions have been effectively implemented and case

studies have been effectively communicated and all relevant documents have been

attached on SAP EH&S.

b) The incident must then be closed out in SAP EH&S as an action.

3.9 Incident Communication

3.9.1 The communication means for occupational health and safety incidents:

a) Initial incident notification reports must be submitted by any individual who is reporting an

incident to the relevant OU/BU Occupational Health and Safety Department. They can be

provided in any format, that is, email, OU/BU flash report, or INO.

b) The SAP EH&S flash report is the formal notification informing all relevant stakeholder/s

(specified in the Action and Responsibility Requirements Table) that an incident has

occurred.

c) Fatality announcement – Sustainability Systems Department will send out an SMS and an

announcement for employee and contractor work-related fatalities. This communication shall

be signed off by the applicable Group Executive.

d) Occupational health and safety preliminary brief – the preliminary brief report must state the

key learning points, which need to be shared in accordance with the Action and

Responsibility Requirements Table in order to create immediate awareness and to prevent

reoccurrence. The Responsible Manager where the incident occurred is responsible for

compiling an incident preliminary brief. Where required, the preliminary brief must be

communicated to the Sustainability Systems Department for further distribution to all

relevant stakeholders.

f) When compiling the preliminary brief, consider the following:

i. The key learning points should be those points that are obvious (not necessarily the

root causes, as they might not be available at the time of communication).

ii. They must only cover a few main points.

iii. Focus on positive points as well.

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iv. Protect individuals by excluding names and places or any other information that could

be sensitive. Where reasonably practicable, use photos that are relevant to the

incident. Be sensitive towards the reader. Do not include any sensitive photos or

information.

v. The OU/BU must ensure that this information is disseminated to all affected and

interested parties who could benefit from the feedback. The OU/BU Responsible

Manager must ensure that the effectiveness of shared key learning points is monitored.

vi. The communication of the preliminary brief should not be delayed by waiting for the

incident investigation outcome/report. Key learning points are, therefore, not findings or

recommendations.

3.9.2 Fatality Presentations to Executive committee

a) Presentations must be made to the applicable executive committee on all employee and

contractor fatalities by the relevant General Manager or delegated senior manager.

b) Any additional and/or amended information provided at the applicable executive committee

must be updated on SAP EH&S and a revised case study must be republished immediately

on the Eskom publication tool, e.g. Hyperwave.

3.9.3 Case studies must be published for the following incidents:

a) For all occupational health and safety incidents rated with a priority rating of moderate, high

and extreme. In the case of near-miss incidents, publish those rated as extreme.

b) Public fatalities and injuries (excluding public crime-related incidents and incidents that

occurred beyond point of supply) publish those with a priority rating of modetate high and

extreme.

c) The case study must be generated and formally communicated within the OU/BU within five

(5) working days after finalising the investigation report (5 days from date of signature).

d) For fatalities, the OU/BU must, within seven working days after the initial presentation of the

incident at the executive committee, compile and forward the case study to Sustainability

Systems, where after it will be communicated Eskom wide. The OU/BU must ensure that all

case studies are published on an Eskom publication site, for example, Hyperwave.

4. Guidance to chairpersons during disciplinary hearings related to occupational health

and safety incident management

In addition to the above outlined procedural requirements, non-compliance to any of the

following will be treated as violation of the procedure:

a) If misleading information is deliberately supplied or information is deliberately withheld.

b) If evidence is wilfully withheld, removed, disturbed, tampered with or distributed without the

relevant permission.

c) If a witness or any person involved in the incident investigation process is victimised or

intimidated.

d) If notification of the incident is not given within the specified time frames.

e) If prioritisation of the incident is deliberately or wilfully manipulated to indicate a lower

priority.

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f) If any incident is not fully investigated within the time frames specified.

g) If incidents are deliberately classified wrongfully.

h) If any incident is not recorded.

i) If corrective actions are not implemented within the time frames agreed and captured in

Sap eh&s.

j) If the effectiveness of corrective actions is not assessed within the required time frames.

Note 1: The collection of evidence for the purpose of the disciplinary process must be conducted

separately from the occupational health and safety incident investigation process.

Note 2: The disciplinary process must collect its own evidence.

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5. Acceptance

This document has been seen and accepted by:

 OHS Steering Committee.

 Risk and Sustainability Management Committee.

6. Revisions

Date Rev. Compiler Remarks

 Procedure reviewed due to

March 2021 9 M Zondi

request from business.

June 2018 8 M Zondi  Inclusion of the Full Time Health

and Safety Representative in OHS

Investigation as committee

members.

October 2017 7 M Zondi  Align to current business

requirements, e.g. Management of

Occupational Diseases, review

classification of incidents.

 Exclusion of environmental

requirements from the document.

November 2015 6 SN Middel Clarification required as requested by

the Legal Department with regard to

the investigation process into cases of

serious incidents and fatalities in so

far as alignment with the employer

investigation and the corporate

investigation process. To clarify the

corporate investigation process for

incidents where no injuries occurred

or in the case of third party

investigations with serious

consequences for the business.

April 2015 5 SN Middel OHS Steering Committee raised a

concern regarding the practicality of

managing incidents at the operational

level as some of the processes are

complex. This initiated a procedure

review.

7. Development Team

The following people were involved in the development of this document:

 As per the list below.

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8. Acknowledgements

Group/division name group/division name

Human Resources Duke Lebethe

Group Capital Division Ndiaphe Maphanga Division

Group Capital Division Sheryl Isaacs Eskom Rotek Industries Thanduxolo Zulu

Group Capital Division Frans Durand Eskom Rotek Industries Eunice Hamilton

Group Capital Division Althea Stuart Eskom Rotek Industries James Lubisi

Group Capital Division Albert Mogapi Eskom Rotek Industries Joyce Leshiba

Group Capital Division Loraine Smit Assurance and

Forensics Lesley Motshelanoka

Generation Division Marc Lebea Finance Division Theresa Nuthall

Generation Division Bob Phahle Finance Division Sekete Pule

Generation Division Fundisa Dangazele Risk and Sustainability Brenda Njotini

Generation Division Nompilo Dlamini Risk and Sustainability Mara De Kock

Generation Division Tendani Mukhuba Risk and Sustainability Sivendri Govender

Generation Division Happy Sithole Risk and Sustainability Mpapadi Monyela

Generation Division Nkosinathi Makhanya Risk and Sustainability Ntokozo Ngubane

Generation Division Jcp Coetzee Risk and Sustainability Mike Townsend

Transmission Division Refilwe Maswanganyi Risk and Sustainability Miranda Moahlodi

Transmission Division Revive Mkansi Risk and Sustainability Sibongile Masipa

Transmission Division Petrus Motsumi Risk and Sustainability Refilwe Sebothoma

Transmission Division Sifiso Ndlovu Risk and Sustainability Amy Seherie

Transmission Division Pieter Human Risk and Sustainability Sivuyisiwe Mqanto

Distribution Division Paulene Pirthi Executive Support Wandile Katoo

Distribution Division Donald Kekana

Distribution Division Laetitia Smith

Distribution Division Lenny Babulall

Distribution Division Bertie De Jager

Distribution Division Nicholas Sibiya

Distribution Division Silindokuhle Sithebe

Group Commercial Mikateko Chauke

Group Commercial Meisie Sindane

Group IT Pumeza Mabunda

Human Resources Jan Olckers

Division

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Investigation reports must include: incident details (type, sequence, time, location), consequences and impacts, recurrence risk using root cause analysis and likelihood/consequence tables, direct and root causes (human, workplace, natural factors), system failures (procedure non-conformance, training, plant failure), corrective actions to remedy and prevent recurrence, and lessons learnt with recommendations. All incidents within workplace boundaries must be investigated regardless of work-relatedness to identify contributing causes and prevent repeats. Non-work-related incidents outside the workplace are not investigated unless the Responsible Manager has a compelling reason and obtains employee permission. Previous ineffective corrective actions from repeat incidents must be closed out on SAP EH&S and replaced with new actions. Risk assessment is mandatory for corrective actions that constitute improvements to ensure no additional or increased risk. Periodic SAP EH&S status reports on corrective action close-out must be provided to site management until all recommendations are acted on and closed. Investigation committees for serious incidents include independent subject matter experts; OU/BU supports with logistics and secretariat resources. Contractor investigations require contractor involvement; Eskom employees may participate as witnesses upon formal request. Third-party requests for Eskom information or evidence are evaluated by the relevant manager with Legal and Compliance guidance.

Eskom OHS Incident Management Procedure (32-95, Rev 9) defines the end-to-end process for managing occupational health and safety incidents across Eskom Holdings SOC Ltd. Scope covers employees, contractors, and the public affected by Eskom activities. Incident types defined: accident, fatality, first-aid injury, lost-time injury (LTI), medical injury, OHS event, OHS incident, occupational safety near-miss, occupational hygiene near-miss, occupational impairment, noise-induced hearing loss (NIHL), occupational disease/illness, public fatality, public incident, public recordable fatality incident (PRFI), and serious incident (ICU admission ≥4 days or electrical contact/uncontrolled energy release). Notification requirements: all incidents reported to supervisor, responsible manager, OHS representative, safety department, and occupational health department. Fatalities and serious incidents require immediate notification to OU/BU Management and Sustainability Systems. Fatality announcements signed off by Group Executive; media disclosure only by Eskom Communication Department/spokesperson after Legal verification. Potential occupational diseases referred to Eskom Occupational Medicine Practitioner for confirmation. Initial notification captured via email, flash report, or INO (Initial Notification of Occurrence) and communicated per timelines. Prioritisation uses consequence and likelihood matrices to assign priority rating and determine action/responsibility levels. Classification based on consequence, work-relatedness (four affirmative criteria), responsible OU/BU, and relationship to Eskom (employee, contractor, public). Occupational diseases classified by hygiene/safety practitioner based on OMP confirmation. Recording on SAP EH&S within 48 hours for occupational diseases (date of confirmation on WCL22); NIHL date from notification form (240-75512947). Non-work-related incidents within workplace boundaries recorded without flash report. Reclassified incidents communicated via updated SAP EH&S flash report with explanation; supporting documentation attached electronically. Emergency response includes rescue, scene safety, emergency care/first aid, medical assistance, evidence collection (5 Ps: people, position, parts, paper, process), and evidence preservation until investigation begins. Investigation mandatory for all work-related incidents; chairperson level per Action and Responsibility Requirements table. Corporate investigation for fatalities led by Sustainability Systems. Corrective actions managed, monitored, and closed out on SAP EH&S. Incident communication occurs throughout the process.

Legal and regulatory obligations: Immediate notification to Legal Department and Sustainability Systems required for any incident involving OHS Act sections 31 or 32, NPA summons, or potential liability. OU/BU must provide detailed motivation if legal representation is deemed unnecessary; Legal Department assesses and decides. Government agency requests for investigation reports must be in writing; OU/BU must seek Legal and Sustainability Systems advice before releasing documentation. Employees have the right not to incriminate Eskom or themselves. Contractor non-cooperation during investigations triggers further Eskom steps to fulfil legal obligations. For fatalities, Sustainability Systems initiates a corporate investigation and mobilises personnel for evidence collection; OU/BU must complete a preliminary investigation and report beforehand. Where the Mine Health and Safety Act applies, its investigation process takes precedence. Investigation reports are controlled disclosure documents. Classification disputes are reviewed by the Safety Data Integrity Committee (SDIC); appeals go to the Safety Data Integrity Appeal Committee. Downgraded incidents and third-party-at-fault incidents affecting performance indicators require SDIC ratification. Corrective actions from repeat incidents must consider previous ineffective actions; risk assessment required for new corrective actions to avoid creating additional risks. Periodic status reports on corrective action close-out must be provided to site management via SAP EH&S.

Supply and delivery of aux boiler C&I spares for Medupi Power Station over 36 months (3 years). Detailed bill of quantities with 33 line items covering Ethernet switches, flame scanners, flame monitor units, limit switches, contact elements, sight flow indicators, thermometers, pressure switches, temperature controllers, capillary thermostats, flow meters, motor protection thermistors, switch boxes, GESTRA sensors and transmitters, conductivity transducers, level transmitters, magnetic flap indicators, fill level probes, reflex level gauges, temperature monitors, surface-mounting thermostats, safety switches, magnetic float switches, switches, and pressure gauges. Each item specified with manufacturer part numbers, technical parameters, and required quantities.

Supply and delivery of aux boiler C&I spares for Medupi Power Station over 36 months (3 years).

Items and quantities:

• Ethernet switch module (12-30 V DC, RJ45, 10/100 Mbps, P/N MD741-1): 4 each
• Flame scanner 220 V, 4-20 mA (P/N 7-7955-1064273, model FLS 09 UV5): 6 each
• Flame monitor unit (P/N FLUS O6 UV, ref 7-8385-602164, aluminium front panel, 2 LED displays, -10 to 60 °C, IP20, 100x75x110 mm): 20 each
• Flame scanner 42 VDC, 15 mA, 0.63 W (P/N FLS 09-UV-5, ref 7-7955-602167, brass nickel-plated housing, IP65, 3 m cable): 20 each
• Limit switch IP67 (P/N ZS-335-11Z-1637, 40.5x103.5x38 mm): 20 each
• Contact MCB-01G, element holder MCBH5-00, rotary unlocking MPMT3-10R, emergency stop label NAS-USE90: 3 each
• Sight flow indicator (P/N VZO25S): 3 each
• Thermometer type PE 02.40.00: 4 each
• Pressure switch type DG 50 B: 8 each
• Air pressure switch 0-150 mbar, DPST, IP54 (P/N DL150A-31, 1/2" NPT bottom, 250 VAC, 5 A, 1NO 1NC): 8 each
• Electronic temperature controller ELTC/1-4/05 (230 V ±10%, 50 Hz, 16 A, PT100 2-wire, +150…+400 °C): 3 each
• Capillary thermostat ELTH/3 1-pole: 10 each
• Flow meter Proline Prowirl 72 F1H (72F1H-SE1AARAAA4AA): 2 each
• Flow meter Proline Prowirl 72 F80 (72F80-SE1AARAAA4AA): 5 each
• Motor protection thermistor EPHY MESS DPTC-SH: 10 each
• Switch box WDB0101201: 3 each
• GESTRA sensor NRG 16-11 G3/4" L=1000 mm with transmitter NRS 1-7 B: 8 each
• GESTRA sensor NRG 16-12 G3/4" L=1000 mm with transmitter NRS 1-8 B: 8 each
• Conductivity transducer/regulator LRGT 16-1 KS90 PN40 G1" L=615 mm: 5 each
• Level transmitter NRGT 26-1 230 V 50 Hz G3/4" EN10204-3.1 L=794 mm water: 5 each
• IER Eberhard Henkel magnetic flap indicator MAGTOP V4 F3C M4 EXH ME=2000 mm with limit switch MAGTOP SNAP 201: 4 each
• Fill level probe NIVOMAT FSG 1CA ME=2000 mm: 2 each
• Reflex level gauge LG 40-X2 (kom.-no. 2009-202167, size 10, A=500/E=350/H=75/J=75/G=130 mm, stop valve A130, drain valve AV 500): 5 each
• Double two-point temperature monitor AMV 2-2: 8 each
• Surface-mounting thermostat ATHF-70: 5 each
• Safety switch AZ 15 ZVK: 8 each
• Magnetic float switch 200 L (serial 160002303/37603455): 5 each
• Switch 4-EVSA 10NH4.P.02.32.64: 3 each
• Pressure gauge 111.12 NS=63 0-6 bar G1/4" B: 8 each
• Pressure gauge 213.53 NS=100 0-6 bar R 1/2" LM: 3 each
• Pressure gauge 233.50 dial 160 mm G1/2" back lower stainless steel glycerine-filled 0-2.5 MPa: 10 each
• Pressure gauge 612.20 NS=100 0-600 kPa R 1/2" LM: 3 each
• Thermometer S73.160 NS=160 0-400 °C conn. no. 3 union nut M24x1.5 L1=355 mm: 8 each

Annexure G2 – Local Content Declaration Summary Schedule (Annex C). Bidders must complete this schedule to declare the local content percentage of the offered goods, in line with the designated sector requirements for electrical equipment. The form requires a summary of local content by tender item, including the tender value, imported content, and local content value and percentage. It must be signed by the authorised signatory and submitted as part of the returnable documents.

Annexure B: Acknowledgement Form for Eskom OHS legal and other requirements — supplier/contractor/tenderer must acknowledge understanding of and compliance with Eskom OHS requirements including Standard 32-136, OHS Act 85 of 1993, Compensation for Occupational Diseases and Illnesses Act 130 of 1993, and provided OHS specifications. Penalties apply for non-conformance. Main supplier responsible for contractor/supplier management, induction, monitoring, and compliance. Form requires signature by authorised person with witnesses.

OHS compliance requirements for supply and delivery of aux boiler C&I spares to Medupi Power Station:

• Comply with Eskom Contractor Health and Safety Requirements Standard 32-136
• Comply with OHS specification/requirements provided by Eskom
• Comply with Occupational Health and Safety Act 85 of 1993
• Comply with Compensation for Occupational Diseases and Illnesses Act 130 of 1993
• Align company processes to Eskom OHS requirements (policies, procedures, standards) after contract award
• Penalties enforced on main supplier for non-conformance to Eskom and/or statutory OHS requirements (including non-conformances by contractors/suppliers)
• Ensure all employees (contractors/suppliers) undergo relevant Eskom induction and company induction
• Main contractor/supplier must demonstrate process and selection criteria for appointing contractors/suppliers
• Main contractor/supplier must notify Eskom prior to appointment of contractors/suppliers for commencement of work
• Main contractor/supplier must ensure contractors/suppliers have adequate resources and competencies
• Main contractor/supplier accountable for management of contractors/suppliers to ensure compliance with applicable legal and Eskom requirements
• Main supplier shall monitor contractors/suppliers through audits and assessments for OHS compliance
• Grounds for termination of work by contractors/suppliers to be provided by main supplier
• All non-conformances/non-compliance by contractors/suppliers (all tiers) dealt with directly with main contractor/supplier via performance and penalty processes
• Eskom reserves right to verify compliance when deemed necessary
• Contractor may be instructed to provide copies of testimonials/references and contact details of clients (including Eskom) for previous similar work

Returnable form:

• Annexure B: Acknowledgement Form for Eskom OHS Legal and Other Requirements — must be signed by authorised person (CEO/Director/Managing Director) with witness signatures, acknowledging understanding of OHS requirements and consequences of non-compliance

Supply and delivery of auxiliary boiler C&I spares for a period of 36 months (3 years) for Medupi Power Station, Limpopo. The Invitation to Tender documents comprise the invitation, annexures, and any additional requirements stated in the Tender Data. Addenda will be published on the same platforms as the original tender (Eskom Tender Bulletin and NT e-Tender Portal). All communication must be in writing (hand-written, typed, printed, or electronic) and in English, directed only to the Eskom Representative. Eskom reserves the right to accept or reject any variation, deviation, or alternative tender, and to accept the whole or any part of a tender. Eskom may cancel the tender at any time before contract conclusion with written reasons. Eskom and its representatives are not liable for any losses, claims, or damages arising from participation in the tender. Eskom may enter into mandated negotiations with selected tenderers per approved procurement policies.

Closing date and time: 2026-10-02 10:00 SAST (as per tender record). All references to time mean South African Standard Time (GMT+2). The Telkom time signal determines the official closing time. Eskom may extend the closing date and time; bidders must monitor the Eskom Tender Bulletin and National Treasury e-Tender Portal for addenda and extensions. Mandatory site visit or clarification meeting: details (date, time, venue) are stated in the Tender Data; failure to attend a compulsory meeting results in disqualification. Clarification requests must be submitted in writing to the Eskom Representative in time to allow a reasonable response and bidder adjustment before closing. Tender validity period: bidders must hold tenders valid for acceptance within the period stated in the Tender Data; Eskom may request an extension, which the bidder may accept (without modifying the tender) or decline (resulting in exclusion). If validity expires before contract conclusion, the procurement process concludes without award.

All communications must be directed to the Eskom Representative identified in the Invitation to Tender documents. No queries may be addressed to any other Eskom official. The Eskom Representative's contact details (name, email, phone, address) are provided in the Tender Data. Bidders must check the Eskom Tender Bulletin and NT e-Tender Portal regularly for clarification responses, addenda, and extensions. For e-tendering, submissions are made via the Eskom Tender Bulletin site on the Eskom E-tendering page.

Submission method: electronic only via the Eskom Tender Bulletin e-tendering portal. No physical tender box deposits are accepted for e-tenders. Bidders must upload and finalise all documents (PDF/Excel) before the closing date and time; the system will not allow changes after closing. Documents must be complete, uncorrupted, and accessible for evaluation. A complete original tender plus one hard-copy copy is required for paper submissions (not applicable if e-tendering is specified in the Tender Data). Packages must be marked "ORIGINAL" and "COPY", sealed together in an outer package marked "Confidential" with the Eskom address, tender number, bidder name, address, email, and contact number. The Acknowledgement Form must be completed and submitted with the tender. All mandatory returnables must be submitted by the closing date and time; documents required for contract award must be submitted before award. The signatory must be duly authorised; an authenticated copy of the authority to act as agent must be submitted if an agent tenders on behalf of a principal. Late tenders will not be accepted under any circumstances. Proof of posting or courier delivery does not constitute proof of delivery. Eskom will not compensate bidders for tender preparation costs.

Evaluation follows a multi-stage process: 1) Basic compliance check — tenders must meet all mandatory returnables and basic compliance requirements; non-responsive tenders are disqualified. 2) Pre-qualification criteria (if stipulated in the Tender Data) — includes B-BBEE level, sub-contracting to designated groups, CIDB grading, etc. Eskom does not double-count criteria across stages. 3) Functionality (if applicable) — bidders must meet the minimum threshold stated in the Tender Data to proceed. 4) Financial analysis — Eskom assesses financial risk; bidders may be excluded if risk is too high or mitigating factors are insufficient. 5) Price evaluation — according to criteria in the Tender Data, considering CPA, FOREX, commodity exposure, discounts, technical adjustments, present value, and forecasted invoicing rates. 6) B-BBEE scoring — based on CSD report or valid certificate/affidavit; if B-BBEE is a pre-qualification criterion, proof must be submitted at closing or the tender is disqualified. If no proof is provided for PPPFA points, the bidder scores zero for B-BBEE but is not disqualified if otherwise responsive. 7) Specific Goals scoring — supporting documentation must be submitted by closing; failure to meet goals or submit proof results in zero points for Specific Goals but not disqualification. 8) Ranking — Price and Specific Goals scores are added per PPPFA 80/20 or 90/10; highest total ranks first. 9) Objective criteria (if stipulated) — may be applied per PPPFA Section 2(1)(f); functionality and B-BBEE scorecard elements cannot be used as objective criteria. 10) Reverse e-auction (if indicated) — bidders submit a complete tender without prices; prices are submitted during the auction. Arithmetical errors are corrected per defined rules: line-item totals prevail over rates, totals prevail over addition errors; tenderers must accept corrections or face rejection.

Scope: Supply and delivery of auxiliary boiler C&I (Control & Instrumentation) spares for a period of 36 months (3 years) for Medupi Power Station, Limpopo. The detailed specification, quantities, standards, service levels, and delivery requirements are contained in the Invitation to Tender documents and/or Tender Data. Bidders must obtain and familiarise themselves with the latest revision of any standardised specifications or other documents incorporated by reference. All materials delivered must be labelled in line with Eskom's labelling specifications; cataloguing information per item may be required after contract award, and a line item for cataloguing must be included in the Pricing Schedule if cataloguing is required. Bidders must comply with relevant legislation and regulatory instruments including National Treasury Instruction Notes, CIDB Regulations (if applicable), designated local content requirements (dtic), PPPFA Regulations, Amended B-BBEE Codes, COIDA, OHS Act, and Eskom's SHEQ requirements. SHEQ systems, policies, and capabilities must be in place at closing and/or contract award; all associated costs and personnel must be reflected in the tender. Sub-contracting 100% of the scope of work is not permitted and will result in disqualification.

Bidders must check Invitation to Tender documents on receipt and notify the Eskom Representative of any discrepancies or omitted documents. The Acknowledgement Form must be completed and submitted with the tender, stating whether the tender covers the whole or part of the works, services, or supply. All mandatory tender returnables must be submitted by the closing date and time; documents required for contract award must be submitted before award. All returned documents, forms, data, and schedules must be fully completed. Where certificates, proofs of registration, or similar are required, bidders must ensure Eskom holds valid, current, and (where stipulated) original documents for the entire tender validity period. Tenders must be submitted in English; written tenders must be in ink, not pencil. The original tender and copy must be submitted as separate packages marked "ORIGINAL" and "COPY", sealed together in an outer package marked "Confidential" with required details. For e-tendering, documents must be uploaded to the relevant Technical, Commercial, and Financial folders on the e-tendering page. The signatory named on the tender is held liable. Eskom will not compensate bidders for any tender preparation costs, including testing to demonstrate compliance with evaluation criteria or contract negotiation costs.

Pricing requirements: 1) Include all duties, taxes (including VAT), and levies applicable 14 days prior to closing in rates, prices, and tendered total. 2) Rates and prices fixed for contract duration; no contract price adjustment unless provided for in the Invitation to Tender. 3) Prices in South African Rand unless otherwise instructed; exchange rate and base date for foreign currency per Invitation to Tender. 4) Pricing schedule or bill of quantities format as per Tender Data. 5) No alterations to tender documents except per Eskom Representative instructions or to correct bidder errors; all alterations initialled by all signatories; no correction fluid/tape. 6) Alternative tenders only if main tender submitted and permitted by Invitation to Tender; based only on Tender Data criteria. 7) Clarification/correction of prices during evaluation: mandatory returnables cannot be submitted after closing; price breakdowns may not change prices except to correct arithmetical errors. 8) Arithmetical error correction: amount in words prevails over figures; line-item total prevails over rate errors; total prevails over addition errors; tenderer must accept corrections or face rejection. 9) Financial analysis: Eskom evaluates financial statements for risk; bidder may be excluded if risk too high or mitigations insufficient. 10) Designated materials and thresholds information must be submitted by contract award. 11) Functionality (if applicable): minimum threshold in Tender Data must be met. 12) B-BBEE scoring: from CSD report or valid certificate/affidavit; pre-qualification requires proof at closing; PPPFA points zero if no proof but not disqualified if otherwise responsive. 13) Specific Goals: supporting documentation by closing; zero points if not met/provided, no disqualification. 14) Ranking: Price + Specific Goals per PPPFA 80/20 or 90/10. 15) Objective criteria (if stipulated): functionality and B-BBEE scorecard cannot be used. 16) Reverse e-auction (if indicated): tender without prices; prices submitted during auction. 17) Performance security: if required, bidder must name at least two financial institutions; Eskom may reject unsuitable ones. 18) Cataloguing: if required, pricing schedule must include cataloguing line item; Eskom pays for cataloguing.

Pricing: Rates and prices must be fixed for the contract duration and not subject to contract price adjustment unless provided for in the Invitation to Tender. All duties, taxes (including VAT), and other levies applicable 14 days prior to closing must be included in the rates, prices, and tendered total. Prices must be stated in South African Rand unless otherwise instructed; exchange rate and base date for any foreign currency components are stipulated in the Invitation to Tender. Pricing schedule or bill of quantities format applies as per the Tender Data. Performance security: if required, the bidder must indicate the names of at least two financial institutions they intend to approach for the required security; Eskom reserves the right to reject unsuitable institutions. Financial analysis: Eskom will evaluate the bidder's financial statements to assess financial risk; the bidder may be excluded if risk is too high or mitigating factors are insufficient. Arithmetical error correction rules apply as detailed in the evaluation criteria. Reverse e-auction (if used): bidders submit a complete tender without prices; prices are submitted during the auction.

Mandatory compliance requirements: 1) Central Supplier Database (CSD) registration — valid at closing. 2) Tax compliance — valid SARS Tax Compliance Status (TCS) PIN or tax clearance. 3) B-BBEE — certificate, affidavit, or CSD report; if B-BBEE is a pre-qualification criterion, proof must be submitted at closing or the tender is disqualified. For PPPFA points, absence of valid proof results in zero points but not disqualification. Sub-contractors' B-BBEE proof must also be submitted at closing if sub-contracting to designated groups is a pre-qualification criterion. 4) CIDB registration — if stipulated in the Tender Data, proof of registration (or proof of application with registration achievable within 21 working days) must be submitted at closing; full registration printout required by contract award. 5) SHEQ — proof of safety, health, environmental, and quality systems, policies, and capabilities to Eskom's satisfaction at closing and/or contract award. 6) SDL&I Undertaking — must be completed and submitted by contract award (annexure to the Invitation to Tender). 7) Designated materials and thresholds information — must be submitted by contract award. 8) Authority to sign — authenticated copy of board resolution or power of attorney if an agent signs. 9) Acknowledgement Form — completed and submitted with the tender. 10) Compliance with all applicable legislation: NT Instruction Notes, CIDB, local content, PPPFA, B-BBEE Codes, COIDA, OHS Act, Eskom SHEQ. 11) No misrepresentation or falsification of information, certificates, affidavits, or documents; fraud will be reported to the B-BBEE Commission and may result in suspension from state business for up to 10 years and criminal prosecution. 12) Contract Skills Development Goals (CSDG) — applicable to contracts of 12 months or more and value R5 million or more (professional/service) or CIDB grade 7 or higher (engineering/construction). 13) Contract Participation Goals (CPG) — applicable to construction works contracts in GB, CE, EB, ME classes, minimum 6 months duration, where at least 25% of the main contract can be subcontracted.

Bidders must comply with the OHS Act and Eskom's Safety, Health, Environment, and Quality (SHEQ) requirements. Proof of SHEQ systems, policies, and capabilities must be provided to Eskom's satisfaction at the closing date and time for tender submission and/or at contract award. All costs and personnel associated with SHEQ must be reflected in the tender. Compliance with all applicable legislation is required, including National Treasury Instruction Notes, CIDB Regulations (for construction works), designated local content requirements (dtic), PPPFA Regulations, Amended B-BBEE Codes, COIDA, and any other regulatory instruments indicated in the Invitation to Tender. CIDB registration (or proof of application with registration achievable within 21 working days) is mandatory at closing if stipulated in the Tender Data; full registration printout required by contract award. Contract Skills Development Goals (CSDG) apply to contracts of 12 months or more and value R5 million or more (professional/service) or CIDB grade 7 or higher (engineering/construction). Contract Participation Goals (CPG) apply to construction works contracts in General Building (GB), Civil Engineering (CE), Electrical Engineering (EB), and Mechanical Engineering (ME) classes, with minimum 6-month duration and where at least 25% of the main contract can be subcontracted. Fraud or misrepresentation of B-BBEE certificates/affidavits or evidence of fronting will be reported to the B-BBEE Commission; the bidder may be suspended from state business for up to 10 years and face criminal prosecution. The SDL&I Undertaking (annexure to the Invitation to Tender) must be completed and submitted by contract award.

Tender validity: bidders must hold tenders valid for the period stated in the Tender Data; Eskom may request extension (no tender modification allowed); refusal excludes the bidder. If validity expires before contract award, the process concludes without award. Confidentiality: all procurement matters are confidential; documents may only be used for tender preparation. Standardised specifications: bidders must obtain latest revisions of any documents incorporated by reference. Site visit/clarification meeting: compulsory if stipulated; non-attendance disqualifies. Clarification requests: in writing to Eskom Representative; responses published to all bidders. Insurance: Eskom's insurance may not cover full contract requirements; bidders advised to seek qualified advice. Alterations to tender documents: only permitted to comply with Eskom Representative instructions or correct bidder errors; all alterations initialled by all signatories; no correction fluid/tape. Alternative tenders: only if main tender submitted and permitted by Invitation to Tender; based only on Tender Data criteria. Clarification/correction of prices during evaluation: mandatory returnables cannot be submitted after closing; price breakdowns may not change prices except to correct arithmetical errors. Form of Agreement: successful bidder must check final draft and sign. Authority to act as agent: authenticated copy required as returnable. Compliance with legislation: NT Instruction Notes, CIDB, local content, PPPFA, B-BBEE Codes, COIDA, OHS Act, Eskom SHEQ. SHEQ proof required at closing/award. CIDB: registration (or application proof) at closing if stipulated; full registration by award. CSDG: applicable to contracts ≥12 months and ≥R5m (professional/service) or CIDB grade 7+ (engineering/construction). CPG: applicable to construction works in GB, CE, EB, ME classes, ≥6 months, ≥25% subcontractable. Fraud/misrepresentation: disqualification, reporting to B-BBEE Commission, up to 10-year suspension from state business, possible criminal prosecution. SDL&I Undertaking: must be completed and submitted by contract award. Cataloguing: successful bidder may need to provide cataloguing info per item after award; materials must be labelled per Eskom specs; pricing schedule must include cataloguing line item if required. Performance security: if required, bidder must name at least two financial institutions; Eskom may reject unsuitable ones. Eskom obligations: respond to clarifications before closing; issue addenda on same platform; return late tenders unopened; open tenders publicly (paper) or publish names electronically (e-tender); announce prices if stated in Tender Data; non-disclosure of evaluation details until after award; reject tenders for collusion/fraud; seek clarification on ambiguous matters; basic compliance check; mandatory returnables check; pre-qualification check; functionality scoring; financial analysis; price evaluation; arithmetical error check; B-BBEE scoring; Specific Goals scoring; ranking; objective criteria application; reverse e-auction if applicable; acceptance notification before validity expiry; contract document preparation incorporating addenda, returnables, negotiated changes; signing of Form of Agreement.

Evaluation stages: 1) Basic compliance — mandatory returnables and basic requirements; non-compliant tenders are non-responsive. 2) Pre-qualification criteria (if stipulated) — B-BBEE level, sub-contracting to designated groups, CIDB grading, etc.; no double-counting across stages. 3) Functionality (if applicable) — minimum threshold in Tender Data must be met to proceed. 4) Financial analysis — assessment of financial risk; exclusion if risk too high or mitigations insufficient. 5) Price evaluation — per Tender Data criteria, including CPA, FOREX, commodity exposure, discounts, technical adjustments, PV, forecasted invoicing rates. 6) B-BBEE scoring — from CSD report or valid certificate/affidavit; pre-qualification requires proof at closing; PPPFA points zero if no proof but not disqualified if otherwise responsive. 7) Specific Goals — supporting documentation by closing; zero points if not met/provided, no disqualification. 8) Ranking — Price + Specific Goals per PPPFA 80/20 or 90/10. 9) Objective criteria (if stipulated per PPPFA s2(1)(f)) — functionality and B-BBEE scorecard cannot be used. 10) Reverse e-auction (if indicated) — tender without prices; prices submitted during auction. Arithmetical errors corrected per defined hierarchy: line-item totals prevail over rates, totals prevail over addition errors; tenderer must accept corrections or face rejection.

{"closingDate":"13 February 2025"}

{"name":null,"email":null,"phone":null,"department":".............................................................. 6","address":null}

Bidders must be registered on the Central Supplier Database (CSD) and hold valid tax clearance (SARS TCS/tax pin). Compliance with Eskom's Contractor Health and Safety Requirements (32-136) and SHE specifications is mandatory. Personnel must possess relevant training, competence, and authorisation for high-voltage and height work. No specific CIDB grading, B-BBEE level, or local content percentage is stated in the provided document.

Eskom and its subsidiaries will conduct business with respect and duty of care for people to ensure

that no operating condition or urgency of service endangers the life of anyone or causes injury, illhealth or damage to the environment. Eskom is committed to preventing all work-related injuries and

ill-health. In fulfilling this commitment to protect people, the environment and property, management

will provide and maintain a safe and healthy work environment, in accordance with industry

standards and compliance with legislative requirements.

At-risk behaviour leads to incidents. Life-saving Rules are safety rules created to enforce zero

tolerance for serious at-risk behaviours. These rules have been determined in terms of the

consequences of the behaviours they describe, that is, a particular set of behaviours or actions with

a high probability of causing disabilities or fatalities when performed.

The Eskom Life-Saving Rules complement our existing health and safety best practices and are

safety rules to be followed at all locations.

The Life-Saving Rules apply to all Eskom employees, agents, consultants, and contractors. Visitors

to Eskom should also respect and adhere to these rules as applicable and could be instructed to

leave the Eskom premises with immediate effect should they refuse to do so.

2. Supporting Clauses

2.1 Scope

This standard shall apply at all Eskom sites to promote a safe working environment for all Eskom

employees, agents, consultants, and contractors. Visitors to Eskom should also respect and adhere

to these rules, as applicable.

2.1.1 Purpose

This standard clarifies the six most prominent causes of serious injuries, and fatalities within Eskom,

and Eskom’s intention to enforce “ZERO TOLERANCE” concerning non-adherence to these rules,

due to the potential consequences of serious injury or fatality at the workplace.

2.1.2 Applicability

This standard shall apply throughout Eskom Holdings SOC Limited, its divisions, subsidiaries, and

entities wherein Eskom has a controlling interest and/or Eskom contractors unless specifically

exempted by Risk and Sustainability, where the business transacted may be completely different to

the core business of Eskom.

2.1.3 Effective Date

This document will be effective from the date of authorisation.

Controlled disclosure

When downloaded from the document management system, this document is uncontrolled and the responsibility rests with the user to

ensure it is in line with the authorized version on the system. No part of this document may be reproduced in any manner or form by

third parties without the written consent of Eskom Holdings SOC Ltd, © copyright Eskom Holdings SOC Ltd, Reg No 2002/015527/30

Life Saving-Rules Unique Identifier: 240-62196227

Revision: 7

Page:

2.2 Normative/Informative References

Parties using this document shall apply the most recent edition of the documents listed in the

following paragraphs.

Note: The documents listed below are not an exhaustive list of Eskom policies, procedures,

standards, work instructions, safe work procedures and method statements that are utilised when

performing work.

2.2.1 Normative

[1] Occupational Health and Safety Act .

[2] ISO 9001 Quality Management Systems.

[3] ISO 45001 Occupational Health and Safety Management Systems – Requirements.

[4] 32-37 Substance Abuse Procedure.

[5] 32-95 Environmental, Occupational Health and Safety Incident Management Procedure.

[6] 32-136 Contractor Health and Safety Requirements.

[7] 32-345 Eskom Vehicle Safety Specification.

[8] 32-407 Behavioural Safety Observations.

[9] 32-418 Working at Heights Standard.

[10] 32-477 Safety, Health and Environment Training and Development Procedure.

[11] 32-520 Occupational Health and Safety Risk Assessment Procedure.

[12] 32-524 Developing a SHE Specification.

[13] 240-150642762 Plant Safety Regulations.

[14] 32-726 SHE requirements for Eskom Commercial Process.

[15] 32-727 Safety, Health, Environment and Quality Policy.

[16] 240-114967625 Operating Regulations for High Voltage Systems.

[17] 240-61523882 LV Operating Regulations

[18] 32-1112 Disciplinary Code.

[19] 32-1113 Disciplinary Procedure.

[20] 240-44175132 Eskom Personal Protective Equipment Specification.

[21] 240-62946386 Vehicle and Driver Safety Management Procedure.

[22] 240-43848327 Right to Refuse Employees’ Right of Refusal to Work in an Unsafe Situation

Procedure.

[23] 240-84733329 Medical Surveillance Procedure.

[24] 240-100979499 Personal Protective Equipment for Working at Heights Specification.

[25] 240-78692652 Standard for use and maintenance of Earthing Gear

[26] 240-69125290 Standard for the use of Equipotential Earth Footplate or MAT

[27] 240-146738795 Distribution High-voltage live working

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[28] 240-60725816 Transmission High-voltage live working

2.2.2 Informative

[29] National Road Traffic Act .

[30] 240-58554227 Health and Safety Agreement

2.3 Definitions

2.3.1 Contractor: (Also referred to as mandatory as per section 1 of the OHS Act): Any employer

formally contracted (directly or indirectly) by Eskom and who performs work and supplies a

service, product, equipment or material to advance Eskom’s business or other interests is

classified as a contractor. This includes Eskom non-executive board members, personal

contractors (that is, consultants) and third-party contractors (that is, vendors, suppliers,

agents, joint ventures, principal contractors and subcontractors).

2.3.2 Equipotential zone: means a safe work area created to ensure that any two or more conducting

parts that can be touched by a person simultaneously are bonded together by approved earthing leads

to ensure a zone of equal potential between different parts of the working area.

2.3.3 Life-Saving Rule: Rules that, if not adhered to, have the potential to cause serious harm to

people. The consequences of a person knowingly and wilfully violating this rule will result in

a disciplinary process in accordance with the Eskom Disciplinary Code and Procedure.

2.3.4 Visitors: Any person (including a minor) who visits an Eskom site/office during working hours

to attend a meeting or for any reason whatsoever.

2.3.5 Work at height: This means any work performed above a stable work surface or where a

person puts himself/herself in a position where he/she exposes himself/herself to a fall from

or into. Work at height is, as a result, work in any place (except a staircase in a permanent

workplace), including a place at, above or below ground level, where a person could be

injured if he/she fell from that place. Access and egress that present a risk of fall can also be

classified as work at height.

2.3.6 Zero Tolerance: The standard that provides for the imposition of severe consequences for a

prescribed offence or behaviour without making exceptions for extenuating circumstances.

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2.4 Abbreviations

Abbreviation Explanation

ISO International Standard Organisation

OHS Occupational Health and Safety

ORHVS Operational Regulations for High Voltage Systems

PPE Personal Protective Equipment

PSR Plant Safety Regulations

PTW Permit to Work

SHEQ Safety, Health, Environment, and Quality

SOC State-Owned Company

2.5 Roles and responsibilities

2.5.1 Risk and Sustainability OHS Department

The Risk and Sustainability OHS Department shall:

a) Compile and review the Life-Saving Rules for Occupational Health and Safety;

b) Develop awareness material;

c) Ensure that the rules are communicated throughout the business;

d) Ensure compliance is monitored; and

e) Ensure that violations that are related to safety incidents are communicated to the

organisation.

2.5.2 All Groups/Divisions

The management at Group/Divisional/Subsidiaries level shall be responsible for:

a) Implementing the Eskom Life-Saving Rules in their Groups/Divisions/Subsidiaries/

Clusters/Business Units.

b) Communicating to all their employees, contractors, contractor employees and visitors the

importance of compliance with the Eskom Life-Saving Rules and the consequences of non-

compliance therewith. This includes communicating Life-Saving Rules to all new employees

and new contractors.

c) Ensuring that the awareness material is made available, distributed and displayed at all

workplaces.

d) Ensuring all employees sign confirmation that the rules have been discussed with them, that

they understand the rules and the consequences of violating these rules and retain copies

thereof.

e) Investigating any violation of a Life-Saving Rule and initiate the disciplinary process within

five (5) working days.

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f) Ensuring consistency in the application of appropriate sanctions on employees, contractors

and contractor employees.

2.5.3 All employees (Eskom and contractors)

a) Always observe and adhere to the Life-Saving Rules.

b) Ensure that you have the relevant training, competence and/or authorisation before

undertaking any task.

c) Avoid taking shortcuts when executing tasks. Always do the right thing even when no one is

watching.

d) Only perform work that you are authorised to do.

e) Where the situation exists that there is a likelihood of a contravention of a Life-Saving Rule,

you shall exercise the right to refuse to perform such work.

2.6 Process for monitoring

Groups/Divisions shall be responsible for ensuring compliance with the standard through their annual

audit and inspection plans.

2.7 Related/Supporting documents

[1] 240-62196227 - Life-Saving Rules – revision 6 (superseded).

[2] 240–63942960 - Life-Saving Rule Acknowledgement Form Document Content.

3. Document content

Life-Saving Rules are safety rules that, if not adhered to, have the potential to cause serious harm

to people. The consequences of a person knowingly and wilfully violating these rules will result in a

disciplinary process in accordance with the Eskom Disciplinary Code and Procedure.

The objective of this Standard is to clarify Eskom’s intention to enforce “ZERO TOLERANCE” with

respect to behaviour resulting in serious risk to an individual at the workplace.

It must be noted that the content of this standard does not detract from the requirements for safe

behaviour for all other work-related activities or other health and safety requirements, but rather

emphasises the importance thereof.

3.1 Eskom Life-Saving Rules

3.1.1 Rule 1: open, isolate, test, earth and create an equipotential zone

Before touch

To ensure a safe electrical work environment, no person may work/operate on, around or near any

electrical network, line or apparatus, electrically connected to the power system and/or electrically

charged and/or not electrically charged unless:

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a) He/she is trained and authorised as competent for the task to be done;

b) There is a valid permit to work where required and they are being supervised by a competent

person;

c) A pre-task risk assessment to identify all risks and hazards has been conducted before any

work commences;

d) He/she follows the requirements on OPEN, ISOLATE, TEST, EARTH, AND CREATE AN

EQUIPOTENTIAL ZONE BEFORE TOUCH, based on applicable/related standards,

procedures and outcome of risk assessment fit for the type of work or task to be performed;

e) The work area shall be within the equipotential zone, with the working earth visible at all

times.

f) The authorised person has physically shown all team members that the apparatus is safe to

work on;

g) He/she makes the specific electrical environment safe before performing the work; and

h) All the appropriate PPE (including face shield and insulated gloves for 1low voltage work) are

worn.

Note: The equipotential zone is only applicable for work being done on medium and high voltage

apparatus.

3.1.2 Rule 2: hook up at height

Working at height is a significant part of work in Eskom Holdings and is regarded as a high-risk

activity, as a result, all precautions must be taken to prevent incidents while working at height.

Wherever reasonably practicable, preference must be given to the performance of work at ground

level as opposed to work in an elevated position. Where work in an elevated position is necessary,

the requirements in this document and all other Eskom requirements pertaining to working from

height shall apply.

No person may work at height where there is a risk of falling unless:

a) A Fall Protection Plan has been developed by a trained fall protection plan developer and

communicated to all employees working at height based on the scope of work/task;

b) He/she is medically fit to work at height;

c) He/she is trained in accordance with Eskom’s requirements for working at height

d) A pre-task-specific work at height risk assessment to identify all risks and hazards has been

conducted and communicated to all participants before commencing any work of this nature;

e) He/she appropriately conducts work as determined by the risk assessment;

f) He/she is appropriately secured during ascending and descending where applicable; and

g) He/she is using an Eskom-approved fall arrest system where applicable.

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3.1.3 Rule 3: buckle up

Where required, the proper wearing of seat belts for any driver, operator and passenger is mandatory

in all vehicles/equipment when driving and/or travelling for Eskom business purposes. The driver is

obligated to ensure that he/she as well as all passengers are properly seated and wearing their

seatbelts at all times while being transported in the vehicle, as per Eskom specifications.

Note: This rule is applicable on any road or parking lot, irrespective of the speed, and when the

vehicle moves in a forward or backward direction.

3.1.4 Rule 4: be sober

No person who is under the influence or who appears to be under the influence of intoxicating liquor

or drugs will be permitted to enter or remain on an Eskom site conduct Eskom business or

drive/operate a vehicle/equipment for Eskom business purposes.

This includes any level of alcohol or the presence of any drugs, controlled substances, and/or illegal

substances in the body that impairs or could impair mental and physical functioning, irrespective of

when the substance was used.

3.1.5 Rule 5: ensure that you have a permit to work

No person shall work without the required Permit to Work (PTW), which is governed by but not limited

to:

a) Plant Safety Regulations; or

b) Operating Regulations for High Voltage Systems (ORHVS) (handover or permit); or

c) Low Voltage Operating Regulations; or

d) Any other activity where a permit is required, for example, driver and statutory permits.

No apparatus is to be returned to service without the cancellation of all permits on that plant in

accordance with procedure, unless permission is granted for a particular plant to be returned to

service with permits still open, like in the case of redundant systems.

NOTE: In the case of live work, a “Live Work Declaration Form” is to be completed by the authorised

person, who is the person responsible for the safe execution of work according to relevant standards

and procedures.

3.1.6 Rule 6: ensure safe live working

To ensure safe live work, each live worker shall:

a) Ensure all live work basic principles are adhered to, as outlined (for the method being used)

in the High Voltage Live Working Standard for the respective division.

b) Observe and maintain the minimum approach distance (MAD).

c) Only perform live work (never mix live and dead work on the same site at the same time –

Refer to ORHVS Section 7 and 5 handouts respectively).

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d) Perform tasks they are authorised for and only undertake tasks that are documented in the

respective Task Manual (TM). Only work on one potential (voltage) at a time.

3.2 Consequences of Violating a Life-Saving Rule

In terms of general health and safety in Eskom, if any of the Life-Saving Rules are violated, it will be

treated as serious misconduct, and result in a disciplinary process in accordance with the Eskom

Disciplinary Code and Procedure.

It must be highlighted that Eskom takes a ZERO TOLERANCE stance to violation of these rules.

Depending on the circumstances, Eskom reserves the right, where a contractor manager/supervisor

allows the violation of a Life-Saving Rule, to suspend the contractor’s activities while determining an

appropriate sanction.

Where a contractor employee allegedly violates a Life-Saving Rule, the contractor shall immediately

remove the employee from the site and initiate the disciplinary process. The contractor shall

investigate any violation of a Life-Saving Rule and initiate the disciplinary process within five (5)

working days of the violation. The contractor shall furnish Eskom with a copy of the sanction after

the disciplinary process.

4. Acceptance

This document has been seen and accepted by:

Name Designation

Kerseri Pather General Manager – Risk & Sustainability

Miranda Moahlodi Senior Manager – Risk & Sustainability – OHS

Risk and Sustainability Members of the Risk and Sustainability Management Committee

Management Committee

Centralised Consultative Forum Members of the Centralised Consultative Forum

HR Policies and Procedures Members of the Human Resources Policies and Procedures

Committee Committee

OHS Steering Committee Members of the OHS Steering Committee

5. Revisions

Date Rev. Compiler Remarks

February 2025 7 K Modiole Document due for review and

alignment to the organisational

changes

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Date Rev. Compiler Remarks

January 2017 6 A Stramrood Substituted the words “Disciplinary

hearing” with Disciplinary process.

Updated the Purpose and

Applicability to specify that this

Standard applies to contractors.

Updated Normative and Informative

References. Updated Definition

section by removing agent and

consultant as these have been

incorporated into the definition of

contractor. Updated the definition of

Work at height and Zero Tolerance.

Reviewed and updated the Roles

and Responsibilities section and

Process for monitoring. Added

permit requirement to Rule 1,

updated Rule 2 - Removed the

words “psychologically fit to work”

as this is no longer a requirement in

terms of the Construction

Regulations, 2014 and updated

Rule 3 – Removed the words “(for

example transporting people on the

back of trucks in a cabin)” Updated

Consequences of violating a Life-

Saving Rule with regard to

contractors.

October 2015 5 A Stramrood The revision date needed to be

extended. The content is still valid

and the same.

May 2012 4 S Govender Amended Section 3.6

Consequences of Violating a Life-

Saving Rule to align with EXCO

decision.

March 2013 3 S Govender Changed Cardinal Rules to Life-

Saving Rules and amended content

to ensure a better understanding of

the intent and requirements.

September 2010 2 K Terblanche The content of Rev 1 was

incorporated into the new policy

template. The content was revised

and updated.

December 2008 1 K Terblanche Annexure 1: Acknowledgement of

Eskom Life-saving Rules of this

document was removed. The

references made to Annexure 1 in

paragraphs 3.5.2 and 3.8 were also

removed.

August 2008 0 K Terblanche The document with reference

numbers 32-421 was developed

and approved.

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6. Review Team

The following people were involved in the review of this document:

• Kgosi Modiole
• Sivi Govender
• Peter May
• Mike Townsend
• Sheryl Issacs
• Marc Lebea
• Mathula Thulare
• Jayson Naicker
• Nalini Ramnarian
• Bertie de Jager
• Loraine Smit
• Sifiso Ndlovu
• Silindokuhle Sithebe
• David Fankomo
• Petrus Motsumi
• Mike Voudouris (Distribution Live Work SME)
• Eric Marshall (NTCSA Live Work SME)
• Distribution Live Work Care Group
• Distribution Live Work Managers Forum
• Raj Rajkumar – Transmission BIPM
• Andre van Heerden - Distribution Training
• Francois Du Toit – Officer Technical Support

7. Acknowledgements

• None

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Contract Quality Plan template to assist the supplier in identifying and planning for meeting Eskom's contract expectations and requirements for quality management, referenced to SANS 466:2005 / ISO 10005:2005.

Scope: Supply and delivery of auxiliary boiler C&I spares for Medupi Power Station over a 36-month period.

Quality management: The supplier must develop and submit a Contract Quality Plan (CQP) aligned with SANS 466:2005 / ISO 10005:2005 covering:

• Definitions of QMS, QA, QC, quality objectives, policy, risk management, documented information, method statements.
• Scope of work description.
• Communication channels for quality-related issues (documentation, meetings, reporting).
• Organogram showing roles, responsibilities, QA/QC functions, and work verification.
• Index of interfacing documents (processes, standards, codes, specifications, work instructions, drawings).
• List of suppliers and sub-suppliers for raw materials, components, and outsourced services, with evaluation and monitoring criteria.
• Monitoring process for suppliers and sub-contractors.
• Interface of sub-supplier QMS with the supplier's QMS.
• Index of items to be manufactured, refurbished, or newly purchased with descriptions, production schedules, and in-house/outsource status.
• Items/activities requiring QCP/ITP (offsite and onsite) with inspection management.
• Scope areas requiring special controls governed by manufacturing/fabrication codes (e.g., welding, NDT/NDE) and associated QC activities.
• Index of documented information to be submitted to Eskom during the project (technical records, inspection reports, signed QCPs, technical assurance reports, warranty certificates, material certificates, dimension reports, test reports).
• Record control and retention methodology (identification, completion, retention, disposition, indexing, cross-referencing).
• Concession and non-conformance management processes (concession management, defect/repair/rework management, inspection management).
• Databook management process (databook index, operating & maintenance manuals, purchase orders for quality-critical items).
• Management of working tools and equipment (list, calibration/maintenance/test status).
• Customer property handling process per ISO 9001.
• Product preservation process (identification, handling, contamination control, packaging, storage, transportation, protection).
• Identification and traceability methods for statutory/regulatory requirements.
• Commissioning and post-delivery activities (warranty period and conditions, customer satisfaction measurement, technical support, defect correction period/retention funds).

CQP submission: A draft CQP (Rev 0) must be compiled by the tenderer's representative during tender evaluation and updated to Rev 1 after contract signing. Eskom approval requires review by Project Coordinator/Site Engineer/QC and acceptance by Contract Manager/End User/Project Manager after award.

Scope of work categories applicable: Design, Manufacturing, Supply and Delivery/Transportation, Construction/Installation/Maintenance, Commissioning, Professional services, Other (as marked).

This scope of work covers the supply and delivery of Auxiliary Boiler Control & Instrumentation (C&I) spares to Eskom Medupi Power Station in Limpopo for a 36-month period. The contract is task-order driven (as-and-when required). The document defines the item list (Appendix A), quality, packaging, delivery, and compliance requirements. It references Eskom SHEQ Policy, Life Saving Rules, ISO 9001, and the Medupi Maintenance Contracts URS as normative standards. The purpose is to ensure continuous plant availability by securing a reliable spares supply chain.

Closing date: 2026-10-02 at 10:00 (from tender record). No compulsory briefing, site visit, or clarification deadline is mentioned in the scope of work document. Bidders must check the full tender advertisement for any mandatory briefing dates.

No SCM or technical contact names, emails, or phone numbers are provided in the scope of work document. The document identifier is 241-20221068. Enquiries should be directed to Eskom Medupi Power Station Material Management or the Eskom tender helpdesk as indicated in the full tender pack.

Submission method and address are not stated in the scope of work document. The tender record indicates a closing date of 2026-10-02 at 10:00. Bidders must refer to the full tender pack for the submission channel (e.g., Eskom e-tender portal or physical address), required returnable forms (SBD 1, SBD 3.1/3.2/3.3, SBD 4, SBD 6.1, SBD 6.2, SBD 8, SBD 9, Authority to Sign), and any compulsory briefing or site visit details.

The scope of work document does not specify the evaluation methodology, price/preference split (80/20 or 90/10), minimum functionality thresholds, or scoring weights. Standard Eskom practice applies: CSD registration, valid tax compliance status, B-BBEE status level certificate or sworn affidavit, and compliance with the normative references (Eskom SHEQ Policy 32-727, Life Saving Rules, ISO 9001, Medupi Maintenance Contracts URS). The full tender pack will contain the evaluation criteria.

Scope: Supply and delivery of Aux Boiler C&I spares to Medupi Power Station on an as-and-when-required basis (task order driven) for 36 months.

Key items (Appendix A): Ethernet switch module (MD741-1), flame scanners (FLS 09 UV5, FLS 09-UV-5), flame monitor unit (FLUS O6 UV), limit switches (ZS-335-11Z-1637, AZ 15 ZVK, 4-EVSA 10NH4.P.02.32.64), ABB rotary unlocking/emergency stop assembly, sight flow indicator (VZO25S), thermometers (PE 02.40.00, S73.160), pressure switches (DG 50 B, DL150A-31), electronic temperature controller (ELTC/1-4/05), capillary thermostat (ELTh/3), flow meters (ProLine Prowirl 72F1H, 72F80), motor temperature protection switch (DPTC-SH), switch box (WDB0101201), level sensors (NRG 16-11, NRG 16-12), conductivity transducer/regulator (LRGT 16-1), level transmitter (NRGT 26-1), magnetic flap level indicator (MAGTOP V4), fill level probe (FSG 1CA), reflex level gauge (LG 40-X2), dual temperature monitor (AMV 2-2), surface-mount thermostat (ATHF-70), magnetic float level switch (200 L), pressure gauges (111.12.63, 213.53.100, 233.50.160 glycerine-filled, 612.20.100).

Quantities: Estimated maximum quantities per item over 3 years (e.g., 4 Ethernet switches, 6 flame scanners, 20 flame monitor units, 20 limit switches, etc.). Quantities are not fixed; supply only on task order.

Contract period: 3 years (36 months). Spares must be available for the full period. Obsolete item replacements within 4 weeks (immediate for critical spares).

Quality: Spares must match OEM original in design, materials, manufacturing processes, and acceptance testing. Deviations must be declared. ISO 9001 quality management system required. Delivery with manuals, datasheets, calibration certificates. Delivery to Medupi main stores Mon–Thu 07:00–16:00, Fri 07:00–12:00. Payment only after QC pass and system booking.

Packaging: Robust for extended storage, protection against moisture, corrosion, vibration. Lifting points where needed. Separate packaging per spare type. Labels visible without opening: order number, short description, Eskom stock/material number, manufacturing date, destination power station.

General: Incorrect spares replaced at contractor’s cost (including transport). OEM letter required for obsolete items with form-fit-functional replacement.

Quality assurance requirements:

• Spares must conform to OEM original design, materials, manufacturing processes, and acceptance testing.
• Quality management system: ISO 9001 (recognised QMS).
• Delivery with all required manuals, datasheets, and calibration certificates.
• Delivery note completed on delivery (date, quantity, recipient signature).
• Delivery to Medupi main stores: Mon–Thu 07:00–16:00, Fri 07:00–12:00.
• Payment only after spares pass quality control checks and are booked into the system.
• Incorrect spares replaced at contractor’s cost including transport.
• Obsolete items: OEM letter required; replacement must be form-fit-functional equivalent.

Pricing format not detailed in the scope of work. Delivery and transport costs (including off-loading) must be included in the quotation. Payment terms: payment effected only after spares pass quality control checks and are booked into the system. No bond, guarantee, or insurance amounts specified in this document.

Mandatory compliance (from normative references): Eskom SHEQ Policy 32-727; Life Saving Rules (240-62196227) and Medupi SHE File Evaluation Checklist (24097661287); ISO 9001 Quality Management System; Medupi Maintenance Contracts User Requirement Specification (240-97020108 Rev.5).

Informative references: Occupational Health and Safety Act (Act 85 of 1993) & Regulations; Eskom SHEQ Policy 240-46554063.

Standard Eskom requirements (not detailed here but expected): CSD registration, valid SARS tax compliance status PIN, B-BBEE certificate or sworn affidavit, CIPC registration. No CIDB grading mentioned (supply contract). No local content percentages stated.

Health, safety, and environmental references (normative and informative):

• Eskom SHEQ Policy 32-727.
• Life Saving Rules (240-62196227) and Medupi Power Station SHE File Evaluation Checklist (24097661287).
• Occupational Health and Safety Act (Act 85 of 1993) & Regulations.
• Eskom SHEQ Policy 240-46554063.

No specific contractor safety plan, HSE file, or site induction requirements are detailed in this scope of work. Compliance with the above policies and legislation is mandatory.

The scope of work document does not contain evaluation criteria, scoring methodology, or minimum thresholds. It lists normative references (Eskom SHEQ Policy, Life Saving Rules, ISO 9001, Medupi URS) that bidders must comply with. The full tender pack will specify the price/preference split (80/20 or 90/10), functionality criteria, and any mandatory minimum scores.

I, the undersigned [insert full name of signatory]…………………………………………, in my capacity as [insert capacity, i.e., member, director, partner, etc.] …………………………………………... of the supplier [insert registered full legal name of the supplying entity AND their company registration number] ………………....................................................., certify under oath that, to the best of my knowledge, the information furnished herein is true and correct. I accept that Eskom reserves its right to act against the supplier named above or me personally in terms hereof, should this declaration prove to be false.

Returnable form: Supplier Declaration of Interest Template (Eskom document 240-59385360 Rev 3). The signatory must certify under oath that the information furnished is true and correct, and disclose: whether the supplier or any person holding an interest in the supplier is employed by Eskom or serves as an Eskom director; whether the supplier or any interested person is a close family member or associate of an Eskom employee or director participating in the procurement process; whether the supplier is aware of any such relationship; whether the supplier or any interested person has given or received a business courtesy from an Eskom employee or director in the last 12 months; and, if the supplier acts as a consultant, particulars of other services currently rendered to Eskom business units, divisions, subsidiaries, primary energy suppliers, strategic commodity suppliers, or key industrial customers. A false declaration entitles Eskom to act against the supplier and the signatory personally.

Supply and delivery of Aux Boiler C&I Spares to Medupi Power Station for a period of 36 months (3 years).

Closing date and time: 2 October 2026 at 10:00 (from tender record). No compulsory briefing, site visit, or clarification deadline is mentioned in the document.

Buyer: Therisa Pebane (Medupi Power Station).

SDL&I contact: Levious Mocheko, Senior Advisor – Supplier Development, Localisation and Industrialisation (compiled the SDL&I section, dated 30 June 2026).

No email addresses, phone numbers, or physical submission address are provided in the document.

Submission method and address are not stated in the document. Returnable documents required with the bid:

• SBD 6.2 Declaration Form and Annex C (Local Content Declaration – Summary Schedule) for the designated electrical and telecom cables (90% local content threshold).
• Valid B-BBEE certificate (SANAS-accredited) or sworn affidavit or CIPC affidavit, plus proof of ownership/shareholding (CIPC documentation with shareholding breakdown), certified ID copies of shareholders, proof of disability where applicable, and a consolidated B-BBEE certificate for trusts, consortia or joint ventures. Electronic signatures on affidavits are not accepted.
• SDL&I Implementation Schedule to be completed and returned to the SDL&I representative within 28 days after contract award (post-award, not at bid submission).

Disqualification risks: omission of any mandatory returnable form; failure to meet the 90% local content objective criteria may lead to the second-ranked tenderer being recommended for award.

At bid submission: SBD 6.2 Declaration Form and Annex C (Local Content Declaration – Summary Schedule); B-BBEE certificate/affidavit with supporting ownership/shareholding documents, certified ID copies, proof of disability (if applicable), consolidated B-BBEE certificate for JV/consortium/trust. Post-award: SDL&I Implementation Schedule to be completed and returned within 28 days of contract award.

Preference points system: 90/10 or 80/20 (price/specific goals). Specific goals points are awarded for B-BBEE status level:

• Level 1: 10 points (90/10) or 20 points (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 contributor: 0 points.

Points for specific goals are added to price points; total rounded to two decimal places. Highest total points wins.

Failure to submit B-BBEE documentation does not disqualify the bidder but results in scoring only price points (90 or 80) and zero specific goal points.

Objective criteria: compliance with the 90% local content threshold for designated electrical and telecom cables is a condition for contract award; failure to meet it may lead to the second-ranked tenderer being recommended for award.

SDL&I objectives do not form part of scoring but become contractual obligations.

Scope: Supply and delivery of Aux Boiler C&I (Control & Instrumentation) Spares to Medupi Power Station, Limpopo.

Contract duration: 36 months (3 years).

Designated sector requirement: Electrical and Telecom Cables (Cables) must meet a minimum 90% local content threshold.

Reporting: Quarterly SDL&I compliance reports must be submitted per the Data Collection Template. Eskom reviews reports within 30 days and notifies suppliers in writing of non-compliance. Suppliers must implement corrective measures before the next reporting period or retention clauses will be invoked.

SDL&I Implementation Schedule must be completed and returned to the SDL&I representative within 28 days of contract award for monitoring and reporting.

SDL&I penalty: 1.5% of the Contract Value for failure to meet SDL&I obligations.

Retention: 1.5% of every invoice (excluding VAT) retained as security for fulfilment of all SDL&I obligations. Retained amounts released only upon full fulfilment of SDL&I obligations.

Budget: indicated as XXXXXX (not disclosed).

No pricing format (firm/non-firm, schedule of rates, bill of quantities), payment terms, or financial capacity thresholds are stated in the document.

Mandatory registrations and status:

• Central Supplier Database (CSD) registration (implied standard Eskom requirement; not explicitly stated in the extracted text but standard for Eskom tenders).
• Valid tax compliance status (SARS tax pin).
• B-BBEE status level verification: SANAS-accredited certificate, sworn affidavit, or CIPC affidavit.
• Proof of ownership/shareholding (CIPC documentation with shareholding breakdown).
• Certified ID copies of shareholder(s).
• Proof of disability (where applicable).
• Consolidated B-BBEE certificate for trusts, consortia or joint ventures (including incorporated consortia and JVs).
• Electronic signatures on affidavits are not accepted.

Local content: Electrical and Telecom Cables (Cables) – 90% minimum local content threshold. SBD 6.2 Declaration Form and Annex C are returnable documents.

Objective criteria: meeting the local content threshold is a condition for contract award; non-compliance may lead to the second-ranked tenderer being recommended for award.

B-BBEE documentation required to claim preference points: valid SANAS-accredited B-BBEE certificate, sworn affidavit, or CIPC affidavit; proof of ownership/shareholding (CIPC documentation with shareholding breakdown); certified ID copies of shareholders; proof of disability (if applicable); consolidated B-BBEE certificate for trusts, consortia or joint ventures. Electronic signatures on affidavits are not accepted. Failure to submit results in zero specific goal points but does not disqualify the bidder.

Contract duration: 36 months. SDL&I penalty: 1.5% of Contract Value for failure to meet SDL&I obligations. Retention: 1.5% of every invoice (excluding VAT) held as security for SDL&I fulfilment; released only upon full fulfilment of SDL&I obligations. SDL&I objectives form contractual obligations but do not form part of scoring. Non-compliance with SDL&I targets does not disqualify the tenderer. Quarterly SDL&I compliance reports required per Data Collection Template; Eskom reviews within 30 days and notifies in writing of non-compliance; corrective measures required before next reporting period or retention clauses invoked. SDL&I Implementation Schedule to be completed and returned to SDL&I representative within 28 days of contract award.

Designated sector: Electrical and Telecom Cables (Cables) with 90% local content threshold. SBD 6.2 Declaration Form and Annex C (Local Content Declaration – Summary Schedule) are returnable documents. Objective criteria: compliance with local content threshold is a condition for contract award; non-compliance may lead to second-ranked tenderer being recommended for award.

Preference points system: 90/10 or 80/20. Specific goals points awarded for B-BBEE status level as per the table in the main evaluationCriteria section. Objective criteria: 90% local content for designated electrical and telecom cables; failure to meet may lead to second-ranked tenderer being recommended for award. SDL&I objectives are contractual but not scored.

Supply and Delivery of Aux Boiler C&I Spares for a period of 3 years for Medupi Power Station.

Eskom Quality Representative: Terry Makhura, Senior Advisor Quality Engineer (signed 04/03/2026).

Form A (Tender & Contract Quality Requirements) must be completed and signed by the tenderer's authorised quality representative to acknowledge and accept Eskom Supplier Quality Requirements per specification 240-105658000 and ISO 9001 Standard. Only Category 3 (Pre-contract Award Quality Requirements) is applicable; no other category may be selected. The signed form constitutes acceptance of all indicated pre- and post-contract quality clauses.

Pre-contract award: Category 3 quality assessment per specification 240-105658000 clause 3.5 applies. Post-contract award requirements include: Contract Execution (clause 3.7), Supplier Quality Performance Monitoring Phase (clause 3.7), Eskom Rights of Access (clause 3.8), Eskom Rights to Information (clause 3.8), Preservation (clause 3.8), Quality Audits Related Conditions (clause 3.8), Management of Nonconformities and Nonconforming Outputs (clause 3.8), and Special Processes (clause 3.8). ISO 9001:2015 compliance required across Clauses 4–10 (Context, Leadership, Planning, Support, Operation, Performance Evaluation, Improvement) and all seven Quality Principles (Customer focus, Leadership, Engagement of people, Process approach, Improvement, Evidence-based decision making, Relationship management).

Supply and delivery of Aux Boiler C&I (Control & Instrumentation) Spares for a period of 36 months (3 years) for Medupi Power Station. Quality management system must conform to ISO 9001:2015 and Eskom specification 240-105658000. Pre-contract Category 3 assessment applies. Post-contract obligations include contract execution, quality performance monitoring, Eskom access and information rights, preservation, quality audits, nonconformity management, and special processes as per specification clauses 3.7 and 3.8.

ISO 9001:2015 clauses and principles mapped to tender requirements: Clause 4 (Context) with Principle 1 (Customer focus); Clause 5 (Leadership) with Principle 2 (Leadership); Clause 6 (Planning) with Principle 3 (Engagement of people); Clause 7 (Support) with Principle 4 (Process approach); Clause 8 (Operation) with Principle 5 (Improvement); Clause 9 (Performance Evaluation) with Principle 6 (Evidence-based decision making); Clause 10 (Improvement) with Principle 7 (Relationship Management). All are marked applicable (X).

Pre-contract: Category 3 quality assessment per specification 240-105658000 clause 3.5. Post-contract: Contract Execution (clause 3.7), Supplier Quality Performance Monitoring (clause 3.7), Eskom Rights of Access (clause 3.8), Eskom Rights to Information (clause 3.8), Preservation (clause 3.8), Quality Audits (clause 3.8), Nonconformity Management (clause 3.8), Special Processes (clause 3.8). ISO 9001 clauses 4–10 and all seven Quality Principles applicable. Form A signature required from tenderer's quality representative.

ISO 9001:2015 certification or demonstrated compliance across all standard clauses (4–10) and quality principles. Acceptance of Eskom Supplier Quality Requirements per specification 240-105658000. Signed Form A by authorised quality representative. No other compliance requirements (CSD, tax, B-BBEE, CIDB, local content) are stated in this document.

Evaluation based on Category 3 pre-contract quality assessment (specification 240-105658000 clause 3.5). Full ISO 9001:2015 compliance required across Clauses 4–10 and all seven Quality Principles. Post-contract compliance with all indicated specification clauses (3.7, 3.8) including audits, access rights, nonconformity management, and special processes. Tenderer must sign Form A acknowledging all requirements.

This document is the Tender Technical Evaluation Strategy for the Supply and Delivery of Aux Boiler C&I Spares at Medupi Power Station for a 36-month period. It defines the mandatory and qualitative technical evaluation criteria, Technical Evaluation Team (TET) members and their responsibilities, scoring methodology, and acceptable/unacceptable technical risks, exceptions, and conditions. The strategy is based on Eskom's Generation Tender Technical Evaluation Procedure (240-168966153) and Eskom Procurement Policy (32-1034), with informative references to ISO 9001, ISO 14001, and Internal Audit Procedure (474-59). The document applies specifically to the Medupi Power Station Aux Boiler C&I Spares contract. Once authorised, no changes may be made to evaluation criteria without appropriate authorisation.

{"closingDate":"15 July 2026"}

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Technical evaluation uses a two-stage approach: mandatory criteria (pass/fail) and qualitative criteria (weighted scoring).

Mandatory criterion (disqualification if not met):

• Relationship with OEM / Accredited Suppliers: bidder must provide a formal OEM commitment letter or valid certificate of partnership/accreditation addressed to the contractor, explicitly confirming the OEM's full commitment to support the bidder in the supply of genuine spare parts.

Qualitative criteria (weighted scoring, minimum 70% weighted final score required):

1. Compliance to Eskom Specification (35%): submit comprehensive technical proposal including Product Information Sheets for all offered materials, a Performance Guarantee from the manufacturer, and details on spares supply with a clear schedule of lead times. Scoring: 5 = all three provided; 4 = two provided; 2 = one provided; 0 = none provided.
2. Previous Experience (15%): reference list of at least three completed C&I spares supply contracts/task orders spanning at least five years, each with project title, client name and contact information, and contract duration. Scoring: 5 = 3+ orders with 5+ years; 4 = 2 orders with 3+ years; 2 = 1 order; 0 = none.
3. Parts Sourcing (20%): demonstrated capability to plan, manage, and meet agreed supply timelines. Scoring based on three elements: documented lead time commitments aligned to scope, defined supply planning approach, and evidence of consistent adherence to declared timelines (historical performance, delivery records, or client references). Scoring: 5 = all three with verifiable evidence; 4 = any two; 2 = only one; 0 = none.
4. Technical Resource Capability (10%): access to at least one qualified C&I technical person assigned to the contract, supported by organogram, qualifications (National Diploma/BTech/Degree in C&I/Electrical Engineering or Trade Test: Instrumentation Technician/Millwright with C&I exposure), CVs, and certified copies of qualifications. Scoring: 5 = structured organogram, qualified resource, ≥5 years relevant experience; 4 = organogram and qualified resource with 3–5 years; 2 = organogram but no qualified resource or <3 years or role not linked; 0 = no information.
5. Technical Quality Assurance (20%): valid ISO 9001:2015 certificate plus supporting quality documents (QA Procedure, QC Procedure, ITP/Inspection Process, Traceability Procedure, Logistics/Handling/Packaging Procedure). Scoring: 5 = valid ISO 9001 and at least 4 of 5 supporting documents detailed, implemented, auditable; 4 = valid ISO 9001 and at least 3 supporting documents, adequate but minor gaps; 2 = at least 3 supporting documents but key controls missing; 0 = no valid ISO 9001 or no supporting QA/QC documentation.

Scoring scale: 5 = 100%, 4 = 80%, 2 = 40%, 0 = 0%. Weighted final score must be ≥70%.

Acceptable technical risks: deviation from equipment if technical equivalency available without modification to running plant.

Unacceptable technical risks: no letter of confirmation of supply from OEM or approved local supplier for spares requiring letters per BOM.

Acceptable exceptions/conditions: non-OEM suppliers; signed letters from OEMs/approved local suppliers to non-OEM suppliers.

Unacceptable exceptions/conditions: supplier does not meet all mandatory criteria.

Scope: Supply and Delivery of Aux Boiler C&I (Control and Instrumentation) Spares for Medupi Power Station for a period of 36 months (3 years).

Key technical requirements:

• Spares must be genuine and supplied in accordance with Eskom specification 241-20221068 (Medupi Power Station Supply and Delivery of Aux Boiler C&I Spares scope of work).
• Bidder must provide Product Information Sheets for all offered materials.
• Manufacturer's Performance Guarantee required.
• Clear schedule of spares supply lead times required.
• Documented lead time commitments aligned to contract scope.
• Defined supply planning approach (order processing, scheduling, coordination).
• Evidence of ability to consistently meet declared supply timelines (historical performance, delivery records, or client references).
• At least one qualified C&I technical person assigned to contract (National Diploma/BTech/Degree in C&I/Electrical Engineering or Trade Test: Instrumentation Technician/Millwright with C&I exposure).
• Valid ISO 9001:2015 Quality Management System certification.
• Supporting quality management documents: QA Procedure, QC Procedure, ITP/Inspection Process, Traceability Procedure, Logistics/Handling/Packaging Procedure.
• Reference list of at least three completed C&I spares supply contracts/task orders over minimum five years.
• OEM commitment letter or accredited supplier certificate confirming full support for supply of genuine spare parts.

Applicable standards and references:

• Generation Tender Technical Evaluation Procedure (240-168966153)
• Eskom Procurement Policy (32-1034)
• ISO 9001: Quality management systems
• ISO 14001: Environmental Management systems
• Internal Audit Procedure (474-59)

Technical evaluation methodology:

• Conducted by appointed Eskom Technical Evaluation Team (TET) of four members.
• Two-stage evaluation: mandatory criteria (compliant/non-compliant) followed by qualitative criteria (weighted scoring).
• Mandatory criterion: Relationship with OEM/Accredited Suppliers — failure results in disqualification.
• Qualitative criteria scored on a 5-point scale (5=100%, 4=80%, 2=40%, 0=0%) with weightings:

1. Compliance to Eskom Specification (35%)
2. Previous Experience (15%)
3. Parts Sourcing (20%)
4. Technical Resource Capability (10%)
5. Technical Quality Assurance (20%)

• Minimum weighted final score threshold: 70%.
• All four TET members evaluate all mandatory and qualitative criteria.
• Acceptable/unacceptable technical risks, exceptions, and conditions defined to guide scoring judgements.
• Evaluation based on tenderer's ability to meet technical requirements per specification and employer's requirements.
• Tender Technical Evaluation Scoring Form used for recording scores.

Experience and qualification requirements:

Previous Experience (15% weighting):

• Minimum three completed C&I spares supply contracts/task orders over at least five years.
• Each reference must include: project title, client name and contact information, contract duration.
• All references must relate to C&I Spares Supply.
• Scoring: 5 = 3+ orders with 5+ years; 4 = 2 orders with 3+ years; 2 = 1 order; 0 = none.

Technical Resource Capability (10% weighting):

• At least one qualified C&I technical person assigned to contract.
• Recognised qualifications: National Diploma/BTech/Degree in C&I/Electrical Engineering, or Trade Test: Instrumentation Technician or Millwright (with C&I exposure).
• Must provide: structured organogram, qualifications, relevant experience, CVs, and certified copies of qualifications.
• Scoring: 5 = organogram + qualified resource + ≥5 years relevant C&I experience; 4 = organogram + qualified resource with 3–5 years; 2 = organogram but no qualified resource or <3 years or role not linked; 0 = no information.

Parts Sourcing (20% weighting) also requires evidence of historical performance, delivery records, or client references confirming adherence to agreed timelines.

Quality management requirements:

• Valid ISO 9001:2015 Quality Management System certificate mandatory.
• Supporting quality documents required (minimum 3 of 5 for partial score, 4 of 5 for high score):

1. Quality Assurance (QA) Procedure
2. Quality Control (QC) Procedure
3. Inspection and Test Plans (ITPs) or equivalent inspection processes
4. Material traceability and tracking procedures
5. Logistics, storage, handling and packaging procedures

• Documents must be detailed, implemented, and auditable for full score.
• Quality system must demonstrate capability to manage logistics, handling, quality assurance, and delivery integrity of C&I spares.
• Scoring: 5 = valid ISO 9001 + ≥4 supporting documents detailed/implemented/auditable; 4 = valid ISO 9001 + ≥3 supporting documents adequate with minor gaps; 2 = ≥3 supporting documents but key controls missing/insufficient; 0 = no valid ISO 9001 or no supporting QA/QC documentation.
• Weighting: 20% of qualitative technical evaluation score.
• Informative reference to ISO 14001: Environmental Management systems noted but not scored.

Bid Bond: Performance Guarantee,

comprehensive technical proposal Spares Supply lead times with schedule.

including the following:

2 - Excluding two from the following: Product

 Product Information Sheets Information Sheet, Performance Guarantee,

for all offered materials. Spares Supply lead times with schedule.

 A Perfo

Mandatory compliance requirements:

• Valid ISO 9001:2015 Quality Management System certificate.
• Formal OEM commitment letter or valid certificate of partnership/accreditation addressed to the contractor, explicitly confirming OEM's full commitment to support the bidder in supply of genuine spare parts.
• For non-OEM suppliers: signed letters from OEMs or approved local suppliers (authorised by OEM) confirming support to the non-OEM supplier/tenderer.
• Certified copies of qualifications for technical personnel (National Diploma/BTech/Degree in C&I/Electrical Engineering or Trade Test: Instrumentation Technician/Millwright with C&I exposure).
• CVs for technical personnel demonstrating relevant experience.
• Reference list with project title, client name and contact information, and contract duration for each reference.

No CSD registration, tax clearance, B-BBEE level, CIDB grading, CIPC registration, or local content requirements are stated in this technical evaluation strategy document.

Environmental reference: ISO 14001: Environmental Management systems listed as an informative reference in the evaluation strategy. No specific environmental requirements, impact assessments, or sustainability criteria are defined in the technical evaluation criteria.

Contract duration: 36 months (3 years).

Key contractual conditions derived from evaluation strategy:

• Bidder must supply genuine spare parts in accordance with Eskom specification 241-20221068.
• OEM commitment letter or accredited supplier certificate required, addressed to the contractor.
• Non-OEM suppliers accepted only with signed letters from OEMs/approved local suppliers confirming support.
• Performance Guarantee from manufacturer required as part of technical proposal.
• Spares supply lead times must be clearly scheduled and committed.
• Documented supply planning approach (order processing, scheduling, coordination) required.
• Evidence of historical adherence to declared supply timelines required.
• At least one qualified C&I technical person assigned to contract with relevant qualifications and experience.
• Valid ISO 9001:2015 certification and supporting quality management procedures (QA, QC, ITP, traceability, logistics/handling/packaging) must be maintained.
• Minimum weighted technical score of 70% required for technical acceptance.
• No changes to evaluation criteria after authorisation without appropriate authorisation.
• Technical Evaluation Team (TET) of four members evaluates all criteria.

Unacceptable conditions: supplier not meeting all mandatory criteria; no OEM confirmation letter for spares requiring letters per Bill of Materials.

Supply and delivery of aux boiler C&I spares for a period of 36 months (3 years) for Medupi Power Station. Tenderer/Supplier name and tender reference number fields are provided for completion.

Returnable OHS documents required with the tender submission:

• OHS plan addressing project/scope of work OHS risks and aligned with health and safety specifications (20% weight)
• Detailed costing for Health and Safety management, broken down (not lump sum), based on overall scope of work and risk assessment (20% weight)
• Baseline OHS Risk Assessment (BRA) with identification, assessment and management of OHS risks; methodology used must be provided (20% weight)
• OHS Competency evidence: CVs and qualifications/certificates considering scope of work, risks, OHS plan and applicability (20% weight)
• Valid Letter of Good Standing (COIDA or equivalent) (20% weight)
• Annexure B: Acknowledgement of Eskom's OHS legal and other requirements form, signed and submitted
• ISO 45001 certificate or equivalent
• OHS policy signed by CEO, complying with OHS Act Section 7

OHS tender evaluation uses a weighted scoring system (total 100%):

• OHS plan: 20%
• Costing for Health and Safety management: 20%
• Baseline OHS Risk Assessment (BRA): 20%
• OHS Competency: 20%
• Valid Letter of Good Standing (COIDA or equivalent): 20%

Mandatory returnables for evaluation:

• Annexure B (signed acknowledgement of Eskom's OHS legal and other requirements)
• ISO 45001 certificate or equivalent
• CEO-signed OHS policy (OHS Act Section 7 compliant)

Suppliers/consultants/contractors must have a certified auditable OHS system to be evaluated on these criteria. Final recommendation: Recommended / Not Recommended.

Scope of work: Supply and delivery of aux boiler C&I spares for a period of 36 months (3 years) for Medupi Power Station. Tenderer/Supplier name and tender reference number fields are provided for completion.

Detailed costing for Health and Safety management must be submitted, broken down (not as a lump sum), based on the overall scope of work/service to be performed; the scope of work and risk assessment may serve as a guideline.

OHS-specific compliance requirements:

• Certified auditable OHS system (ISO 45001 or equivalent)
• Valid Letter of Good Standing (COIDA or equivalent)
• OHS policy signed by CEO, compliant with OHS Act Section 7
• Signed Annexure B: Acknowledgement of Eskom's OHS legal and other requirements
• OHS plan aligned with health and safety specifications
• Baseline OHS Risk Assessment with methodology
• OHS Competency evidence (CVs, qualifications, certificates)

No CSD registration, tax compliance, B-BBEE, CIDB, CIPC, professional registrations, or local content requirements are stated in this document.

Supply and delivery of auxiliary boiler C&I spares for Medupi Power Station over a 36-month (3-year) contract period.

{"name":null,"email":null,"phone":null,"department":"y unrest/strikes Damage to property incidents","address":"working Medical condition and animal attacks"}

Duplicate entry — same baseline risk assessment content as above.

Eskom Holdings SOC Ltd invites tenders for the supply and delivery of aux boiler C&I spares for a period of 36 months (3 years) for Medupi Power Station. Tender number: E3446GXLPMED. Issue date: 31 August 2026.

Closing date and time: 02 October 2026 at 10h00. Non-compulsory clarification meeting: 08 September 2026 at 10h00 via Microsoft Teams (Meeting ID: 351 935 293 758 880, Passcode: 758AT37H). Clarification questions deadline: 5 working days before closing date (by 25 September 2026) to [email protected]. Tender validity period: 180 calendar days from closing date. Tender opening: same date and time as closing (electronic download, no public opening).

Non-compulsory clarification meeting on 08 September 2026 at 10h00 via Microsoft Teams. Meeting ID: 351 935 293 758 880, Passcode: 758AT37H. Clarification questions must be forwarded to [email protected] 5 days before closing date.

Eskom Representative: Therisa Pebane, Tel: 014 762 6026, Email: [email protected]. Procurement Manager (Acting): Jessica Maboya. All queries must be directed in writing to the Eskom Representative.

Submission method: Electronic only via Eskom E-tendering portal (https://etendering.eskom.co.za). No hard copies accepted. No zip/condensed files. Documents must be uploaded in PDF format (price schedule also in Excel). Upload size limit: 500 MB per document, 4 GB total. Submission must be marked complete; latest version replaces any prior submission. Mandatory returnables at closing (disqualifiable if missing): Authorisation Form (Annexure A), Acknowledgement Form (Annexure B), Tenderer's Particulars (Annexure C), Integrity Pact Declaration (Annexure D), CPA Local (Annexure E), CPA Foreign (Annexure F), SBD 6.2 Local Content with Annexures G1-G4 (if designated materials), SBD 1 (Annexure H), SBD 6.1 Preference Points (Annexure I), SBD 4 Bidders Disclosure (Annexure J), E-tendering Help Manual acknowledgement. JV documents: letter of intent/JV agreement, confirmation of single entity operation, single JV bank account. Tax clearance certificates (foreign/local without SARS PIN). Employment Equity Act compliance proof (SA tenderers). NEC/Contract completed, Pricing Schedule (PDF and Excel). Additional documents (ECSA/SACPCMP/CVs/permits/licenses) if applicable. Mandatory Contractual: CSD Registration. Additional Contractual: SHEQ requirements (OHS acknowledgement, Health & Safety Plan, Baseline Risk Assessment, COIDA Letter of Good Standing, OHS Policy), Quality requirements (Form A, QMS manual, Quality Policy, Objectives, document control, internal audit, nonconformity procedure, contract quality plan per ISO 10005, ITP/QCP, control of externally provided processes, roles/responsibilities), Environmental Proforma. Financial: Latest approved annual financial statements (background, director's report, auditor's report, financial position, comprehensive income, equity changes, cash flows, notes), public interest score (if not audited), ITA34C copies, JV partner statements. Functionality/Technical: Refer to technical Evaluation Criteria (Unique Identifier: 241-2022565-09).

Two-stage evaluation: 1) Functionality (Technical) — weighted 100%, minimum threshold 70%. Tenderers below 70% are disqualified. 2) Price and Specific Goals — 80/20 PPPFA system. Price scored out of 80 points using formula Ps = 80(1 - (Pt-Pmin)/Pmin). Specific Goals (B-BBEE) scored out of 20 points: Level 1=20, 2=18, 3=14, 4=12, 5=8, 6=6, 7=4, 8=2, Non-compliant=0. Failure to submit B-BBEE proof results in 0 points for Specific Goals but not disqualification. Tenders ranked by combined price and specific goals score. Objective criteria and reverse e-auction not applicable. Contractual requirements (CSD registration, SHEQ, SDL&I, financial viability) assessed after ranking; must be met before award.

Supply and delivery of aux boiler C&I (Control & Instrumentation) spares for a period of 36 months (3 years) for Medupi Power Station. Quality requirements (Category 3): Supplier must complete Form A (Enquiry/Contract/Quality Requirements per Specification 240-105658000/QM 58 and ISO 9001). Submit objective evidence of QMS compliant with ISO 9001: Quality manual, Quality Policy, Quality Objectives, Control of documented information, Internal audit procedure, Control of nonconforming outputs, Nonconformity and Corrective action procedure. Draft contract quality plan specific to scope per ISO 10005. Example Inspection and Test Plan (ITP) or Quality Control Plan (QCP) where applicable. Documented information for Control of Externally Provided Processes, Products and Services. Roles, responsibilities and authorities documentation (org charts, job descriptions, work instructions, duty statements, manuals, procedures). Signed Environmental Proforma required. Detailed scope of work in Annexure (Scope of Work).

Pricing Schedule/BOQ required in PDF and Excel format. Upload size per document 500 MB, total submission 4 GB. Price evaluation inclusive of VAT, corrected for arithmetical errors, excluding contingencies, adjusted for variations/deviations, compared on Net Present Value basis with price adjustment factors and exchange fluctuations. Unconditional discounts considered for evaluation; conditional discounts not evaluated but implemented at payment.

Pricing Schedule/BOQ required in PDF and Excel format. Price evaluation inclusive of VAT, corrected for arithmetical errors, excluding contingencies, adjusted for variations/deviations, compared on Net Present Value basis with price adjustment factors and exchange fluctuations. Unconditional discounts considered for evaluation; conditional discounts not evaluated but implemented at payment. Payment terms: contracts below R50 million (VAT inclusive) — 30 days from receipt of undisputed invoice; contracts above R50 million — 60 days. Eskom reserves right to negotiate with preferred bidders if prices not market-related. Financial viability assessment: latest approved annual financial statements (background, director's report, auditor's/reviewer's/compiler's/accounting officer's report, statement of financial position, comprehensive income, changes in equity, cash flows, notes), public interest score (if not audited), ITA34C copies for current and previous years, JV partner statements. No draft financial statements or management accounts accepted.

Eligibility: Must not be restricted by National Treasury, on Tender Defaulters list, restricted by Eskom, or sub-contract 100% of Scope of Work. No conflict of interest (common controlling partner/majority shareholder, or relationship enabling access to tender information). Tenders signed by non-authorised persons disqualified. JV/consortium agreement must state joint and several liability. CSD registration mandatory (Eskom cannot do business with unregistered contractors). Tax compliance: SARS e-filing PIN or CSD profile for local tenderers; certified tax clearance certificate for foreign tenderers with SA footprint; foreign suppliers with no SA footprint need only complete SBD 1. B-BBEE: Specific Goals scored under 80/20 PPPFA (Level 1=20 to Non-compliant=0). Proof: B-BBEE certificate, sworn affidavit, or other prescribed requirement. Employment Equity Act compliance proof required for SA designated employers. CIDB, CSDG, CPG not applicable. SHEQ requirements: OHS acknowledgement (Annexure B), Health & Safety Plan aligned with scope, Baseline OHS Risk Assessment with methodology, Valid COIDA Letter of Good Standing, OHS Policy signed by CEO (OHS Act Section 7). Quality: ISO 9001 QMS evidence, Form A, contract quality plan per ISO 10005. Environmental: Signed Environmental Proforma.

B-BBEE Specific Goals scoring under 80/20 PPPFA: Level 1=20 points, 2=18, 3=14, 4=12, 5=8, 6=6, 7=4, 8=2, Non-compliant=0. Proof of B-BBEE status: certificate from authorised body, sworn affidavit per B-BBEE Codes, or other prescribed requirement. Failure to submit proof results in 0 points for Specific Goals but not disqualification. Sub-contractor B-BBEE level and designated group ownership categories (black people, youth, women, disabilities, rural, cooperatives, military veterans) must be confirmed.

SHEQ requirements mandatory for contract award: OHS acknowledgement form (Annexure B), Health and Safety Plan aligned with scope and specifications, Baseline OHS Risk Assessment with methodology, Valid Letter of Good Standing (COIDA or equivalent), OHS Policy signed by CEO complying with OHS Act Section 7.

Signed Environmental Proforma required as returnable for contract award.

Contract: NEC 3 Supply Contract with options A (Priced contract with price list), W1 (Dispute resolution), X1 (Price adjustment for inflation), X2 (Changes in law), X3 (Multiple currencies), X7 (Delay damages), X17 (Low service damages), X18 (Limitation of liability), X19 (Task Order), Z (Additional conditions). CIDB, CSDG, CPG not applicable. Payment terms: contracts below R50M VAT inclusive — 30 days; above R50M — 60 days from undisputed invoice. Eskom reserves right to negotiate with preferred bidders if prices not market-related. Subcontracting with subsidiaries discouraged; must be declared if done. Tender validity: 180 calendar days from closing. Alternative tenders not allowed. Cataloguing not applicable. Performance security not applicable.

Eligibility criteria: Tenderers must not be restricted by National Treasury, on Tender Defaulters list, restricted by Eskom, or sub-contract 100% of Scope of Work. No conflict of interest (common controlling partner/majority shareholder, or relationship enabling access to tender information). Tenders signed by non-authorised persons disqualified. Must meet basic compliance: eligibility, complete tender with commercial/financial/technical info, mandatory commercial returnables submitted. Functionality threshold: 70% (Technical 100% weight).

Functionality: Technical criterion weighted 100%, minimum threshold 70%. Price evaluation: 80/20 PPPFA system. Price scored out of 80 points using formula Ps = 80(1 - (Pt-Pmin)/Pmin). Specific Goals (B-BBEE) scored out of 20 points: Level 1=20, 2=18, 3=14, 4=12, 5=8, 6=6, 7=4, 8=2, Non-compliant=0. Tenders ranked by combined price and specific goals score. Objective criteria and reverse e-auction not applicable.

Supply and delivery of Aux Boiler C&I Spares for a period of 36 months (3 years) for Medupi Power Station. Eskom Unique Identifier 240-12248652. Specification 240-105658000. Category 3 Quality Requirements. Supplier Quality Management Revision 7 effective 2022/01/26. Eskom Representative: Terry Makhura, issued 04/03/2026.

Eskom Representative: Terry Makhura. Date issued: 04/03/2026. No telephone, email, or submission address provided in the extract.

Returnable documents required with the bid:

• Completed and signed Form A (E.1).
• Quality Management System (QMS) Manual or equivalent document defining the QMS scope (A.1).
• Quality Policy approved by top management (A.2).
• Quality Objectives approved by top management (A.3).
• Documented procedures for control of documented information per ISO 9001:2015 Clause 7.5 (A.4).
• Documented procedures for control of nonconforming outputs per ISO 9001:2015 Clause 8.7 (A.5).
• Documented procedures for nonconformity and corrective action per ISO 9001:2015 Clause 10.2 (A.6).
• Documented procedures for internal audit per ISO 9001:2015 Clause 9.2 (A.7).
• Documented information for defined roles, responsibilities and authorities, including organisation chart and responsibility matrix covering the quality management function (B.1).
• Documented procedures for control of externally provided processes, products and services, including criteria for evaluation, selection, monitoring and re-evaluation of external providers per ISO 9001:2015 Clause 8.4 (B.2).
• Draft Contract Quality Plan specific to the tender scope, referencing ISO 10005 (C).
• Draft or example Inspection and Test Plan (ITP) or Quality Control Plan (QCP) for similar or previous work, referencing ISO 10005 (D).
• Any additional customer-specific requirements per the scope of work or specification (E.2).

Submission method, address, format and closing time are not stated in the provided document extract.

Mandatory returnable documents:

• Form A (completed and signed).
• QMS Manual or equivalent scope document.
• Quality Policy (top management approved).
• Quality Objectives (top management approved).
• Documented procedure: Control of documented information (ISO 9001:2015 Cl. 7.5).
• Documented procedure: Control of nonconforming outputs (Cl. 8.7).
• Documented procedure: Nonconformity and corrective action (Cl. 10.2).
• Documented procedure: Internal audit (Cl. 9.2).
• Documented roles/responsibilities/authorities with org chart and responsibility matrix including quality function (Cl. 5.3).
• Documented procedure: Control of externally provided processes, products and services with evaluation, selection, monitoring, re-evaluation criteria (Cl. 8.4).
• Draft Contract Quality Plan specific to scope (ISO 10005).
• Draft/example ITP or QCP for similar/previous work (ISO 10005).
• Any additional scope-specific requirements.

Quality requirements evaluation is scored across five sections with a total of 13 points:

• Section A (QMS Requirements ISO 9001): 7 points. Evaluates documented QMS manual, quality policy, quality objectives, control of documented information, control of nonconforming outputs, nonconformity and corrective action, and internal audit procedures.
• Section B (Evidence of QMS in Operation): 2 points. Evaluates documented roles/responsibilities/authorities with organisation chart and responsibility matrix, and control of externally provided processes, products and services.
• Section C (Contract Quality Plan Requirements): 1 point. Requires a draft Contract Quality Plan specific to the scope of work per ISO 10005.
• Section D (Quality Control Plan Requirements): 1 point. Requires a draft or example ITP or QCP for similar/previous work per ISO 10005.
• Section E (User-defined Additional Requirements): 2 points. Requires completed and signed Form A (1 point) and any other scope-specific requirements (1 point).

Each deliverable is evaluated with an indicator = 1 (met/not met). No minimum qualifying score, price/functionality split, or preference point system (80/20 or 90/10) is stated in the provided extract.

Supply and delivery of Aux Boiler C&I (Control and Instrumentation) Spares for a period of 36 months (3 years) for Medupi Power Station. Unique Identifier: 240-12248652. Specification Reference: 240-105658000. Category 3: Quality Requirements. Additional referenced documents: 240-109253698 and 240-109253302. Detailed spares list, quantities, technical data sheets, and delivery schedule are not included in the provided extract.

Quality management compliance requirements:

• Documented QMS complying with ISO 9001:2015 (certification not mandatory but objective evidence of compliance required).
• Specific documented procedures per ISO 9001:2015 Clauses 7.5, 8.7, 10.2, 9.2.
• Documented roles, responsibilities, authorities, organisation chart and responsibility matrix per Clause 5.3.
• Control of externally provided processes, products and services per Clause 8.4.
• Draft Contract Quality Plan per ISO 10005.
• Draft/example ITP or QCP per ISO 10005.
• Completed and signed Form A.

Standard procurement compliance requirements (CSD registration, tax clearance, B-BBEE, CIDB, CIPC, local content) are not stated in the provided extract.

Additional requirements per scope of work or specification (E.2) to be defined in the full tender documents. Quality management system must comply with ISO 9001:2015 (documented evidence required, certification not mandatory). Contract Quality Plan and ITP/QCP must reference ISO 10005. Referenced documents: 240-105658000, 240-109253698, 240-109253302.

Quality evaluation scored across five sections (total 13 points):

• Section A (7 pts): QMS Manual/scope document, Quality Policy, Quality Objectives, Control of documented information (ISO 9001:2015 Cl. 7.5), Control of nonconforming outputs (Cl. 8.7), Nonconformity & corrective action (Cl. 10.2), Internal audit (Cl. 9.2).
• Section B (2 pts): Documented roles/responsibilities/authorities with org chart & responsibility matrix including quality function (Cl. 5.3); Control of externally provided processes/products/services with evaluation, selection, monitoring, re-evaluation criteria (Cl. 8.4).
• Section C (1 pt): Draft Contract Quality Plan specific to scope per ISO 10005.
• Section D (1 pt): Draft/example ITP or QCP for similar/previous work per ISO 10005.
• Section E (2 pts): Completed and signed Form A; other scope-specific requirements.

Each deliverable assessed as indicator = 1 (met/not met). No minimum threshold or price/preference split disclosed in extract.

Environmental compliance declaration (Medupi Power Station Environmental Proforma, Doc. No. 237-555-1-ENV-FM, Rev. 1) for contractors/suppliers. The declaration requires the contractor to acknowledge and accept responsibility for complying with the Environmental Requirements for contractors/suppliers working at Eskom Medupi Power Station and the Medupi Power Station Operation Environmental Management Plan, applicable environmental legal requirements, Eskom's environmental standards, policies and procedures, staff environmental awareness, 24-hour incident reporting, best practice implementation, and prompt non-conformance resolution. Must be signed by the contractor (full name, designation, signature, date) and accepted by the Eskom contract manager (signature, date).

{"name":null,"email":null,"phone":null,"department":null,"address":"dge to implement best practice on site at all times during the contract"}

No explicit eligibility criteria (e.g. CIDB grading, B-BBEE level, local content, turnover, professional registration) are stated in the provided document. Bidders must be registered on the Central Supplier Database (CSD) and hold valid tax clearance (SARS tax pin) as per standard Eskom/National Treasury requirements, though not detailed in this extract. The environmental declaration proforma must be completed and signed by the contractor and accepted by the Eskom contract manager.

Declaration by contractor/supplier

1. I undertake to adhere to the requirements as set out in:

• Environmental Requirements for contractors/suppliers working at Eskom Medupi Power

Station

• Eskom Medupi Power Station Operation Environmental Management Plan

2. I undertake to comply with applicable environmental legal and other requirements

3. I undertake to comply with Eskom’s environmental standards, policies, and procedures

where applicable

4. I pledge to inform all staff of their role in managing environmental impacts on site

5. I am fully aware that incidents must be reported within 24 hours of occurrence

6. I pledge to implement best practice on site at all times during the contract

7. I pledge that all non-conformances issued to us will be addressed promptly

I............................................... (Full Name) acknowledges and accepts the responsibility

to comply and conform to all the above mentioned requirements.

Designation: Signature of contractor: Date:

Eskom : contract manager Signature: Date:

Controlled disclosure

When downloaded from the document management system, this document is uncontrolled and the responsibility rests

with the user to ensure it is in line with the authorized version on the system.

Environmental compliance declaration (Medupi Power Station Environmental Proforma, Doc. No. 237-555-1-ENV-FM, Rev. 1) must be completed and signed by the contractor and accepted by the Eskom contract manager. The declaration commits the contractor to:

• Adhere to the Environmental Requirements for contractors/suppliers working at Eskom Medupi Power Station and the Medupi Power Station Operation Environmental Management Plan.
• Comply with applicable environmental legal and other requirements.
• Comply with Eskom's environmental standards, policies, and procedures where applicable.
• Inform all staff of their role in managing environmental impacts on site.
• Report incidents within 24 hours of occurrence.
• Implement best practice on site at all times during the contract.
• Address all non-conformances issued promptly.