Refurbishment of metal seated butterfly valve for cw isolation on main condenser valves (T1/T2) – once‑off

Stage 1: Basic compliance — all mandatory returnables submitted complete and signed.

Stage 2: Technical/functionality evaluation — minimum weighted score of 70% required to qualify.

Stage 3: Price evaluation — pricing schedule assessed; prices not read out publicly.

Stage 4: Contractual requirements checked after evaluation and ranking; not evaluation criteria.

CSDG (Contract Skills Development Goals) applicable to this contract.

Project: refurbishment of metal-seated butterfly valves serving as circulating water (CW) isolation valves on the main condenser isolation valves (T1 and T2 valves).

Returnable documents (List of Tender Returnables 240-12248652, Rev 7)

• Form A: completed and signed.
• Quality Management System evidence: either a valid ISO 9001 certificate (Option 1) or documented QMS evidence (Option 2).
• Draft Contract Quality Plan specific to the scope of work, aligned to ISO 10005.
• Quality Control Plan, checklist or Inspection and Test Plan (QCP / ITP) for the scope of work, aligned to ISO 10005.
• All quality deliverables must relate directly to the valve refurbishment scope described in the tender documents.

Quality evaluation — Category 2 (Quality Requirements), scored out of 100%

• Section A — Quality Management System, ISO 9001: 25%

Option 1 (certified): valid ISO 9001 certificate from an ISO-accredited body, with a product/service scope that is defined and relevant, issued by an approved and authorised certification authority holding recognised international accreditation, and unexpired at submission. 4 sub-items.

Option 2 (uncertified): objective evidence of a documented QMS complying with ISO 9001 — QMS manual defining the system and its scope; risk management plan with documented risks and mitigations for the scope of work (an OHS baseline risk assessment is not acceptable); control of non-conformances and concessions relating to the refurbishment process; document and record control; control of nonconforming outputs including customer NCRs and complaints; evidence of personnel competence based on education, training or experience; and control of customer property (material, components, tools, equipment, premises, intellectual property, personal data). 7 sub-items.

• Section B — Evidence of QMS in operation (Ref 240-105658000): 25%

Organisation chart and responsibility matrix covering the quality management function; control of externally provided processes, products and services including criteria for evaluation, selection, performance monitoring and re-evaluation of external providers; preservation covering identification, handling, packaging, storage, transmission or transport and protection; measurement traceability covering calibration or verification of measuring equipment at specified intervals or before use against traceable national or international standards, with calibration records. 4 sub-items.

• Section C — Contract Quality Plan (Ref 240-105658000 and 240-109253698): 20%

Draft Contract Quality Plan specific to the scope of work, per ISO 10005, carrying the required QA deliverables.

• Section D — Quality Control Plan (Ref 240-105658000 or 240-109253302): 20%

QCP, checklist or Inspection and Test Plan for the scope of work per ISO 10005; a draft or example from similar or previous work is accepted.

• Section E — User-defined additional requirements (Ref 240-105658000): 10%

Form A completed and signed.

Each deliverable is scored with an indicator of 1.

Scope

• Refurbishment of metal-seated butterfly valves used as circulating water (CW) isolation valves on the main condenser isolation valves (T1 and T2 valves).
• Once-off refurbishment, not a recurring service.
• Performed for Grootvlei Power Station.
• Applicable specification references: 240-105658000, 240-109253698 and 240-109253302.
• All quality deliverables must be specific to this scope of work.

Quality management

• Bidders must either hold a valid ISO 9001 certificate issued by an approved and authorised certification authority with recognised international accreditation, or submit documented evidence of a QMS complying with ISO 9001.
• Form A must be completed and signed.

No CSD registration, tax compliance status, B-BBEE level, CIDB grading or local content requirement is stated in this returnables list.

Quality requirements are scored across five sections, each with an indicator of 1 per deliverable:

• Section A — ISO 9001 Quality Management System: 25%. Option 1 requires a valid ISO 9001 certificate (4 sub-items); Option 2 requires documented QMS evidence covering seven ISO 9001 areas, including risk management, non-conformance and concession control, document control, control of nonconforming outputs, personnel competence and customer property.
• Section B — Evidence of QMS in operation (Ref 240-105658000): 25%. Four sub-items: roles, responsibilities and authorities; control of externally provided processes; preservation; measurement traceability.
• Section C — Contract Quality Plan (Ref 240-105658000 and 240-109253698): 20%. Draft plan specific to the scope of work per ISO 10005.
• Section D — Quality Control Plan (Ref 240-105658000 or 240-109253302): 20%. QCP, checklist or ITP per ISO 10005, based on similar or previous work.
• Section E — User-defined additional requirements (Ref 240-105658000): 10%. Form A completed and signed.

Issued by the Grootvlei Power Station Quality Section.

The evaluation determines whether a supplier or contractor has the capability, expertise, experience, capacity, processes, facilities and equipment to deliver the required service to Grootvlei Power Station.

Each checklist item is scored Yes or No:

• Yes: the document was submitted and meets the minimum requirements.
• No: the document was not submitted, or does not meet the minimum requirements.

All listed documents are mandatory.

Returnable documents — all mandatory, each scored Yes or No:

• SHE Policy signed in terms of ISO 14001:2015, covering commitment to environmental management, pollution prevention and environmental degradation.
• Environmental Management Strategy: waste management plan for applicable waste streams; emergency preparedness/response plan (e.g. major spills); site/work-specific environmental management plan.
• Letter from top management guaranteeing protection of workers who refuse environmentally hazardous work, in terms of section 29 of NEMA 107 of 1998.
• Proof of training and skills of personnel performing significant activities (e.g. oil spills) and other applicable activities.
• Appointment of a qualified SHE Officer, with CV and qualifications.

Scoring consequence: a document not submitted, or submitted but not meeting the minimum requirements, scores No.

Method: objective technical evaluation of the bidder's capability, expertise, experience, capacity, processes, facilities and equipment to deliver the required service to Grootvlei Power Station.

Scoring: each checklist item is scored Yes or No.

• Yes: document submitted and content meets the minimum requirements.
• No: document not submitted, or submitted but does not meet the minimum requirements.

All checklist documents are mandatory.

No minimum qualifying score, price/functionality split or preference point system is stated.

Purpose: objective technical evaluation of the supplier's or contractor's capabilities, expertise, experience, capacity, processes, facilities and equipment to determine ability to provide Grootvlei Power Station with the required service.

Service: refurbishment of a metal seated butterfly valve used as a CW isolation valve on the main condenser isolation valves (T1 and T2 valves), on a once-off basis.

Evaluation is performed by an SHE (Environmental) evaluator and verified by a second signatory.

The bidder's capability, expertise, experience, capacity, processes, facilities and equipment are assessed to determine whether it can deliver the required service to Grootvlei Power Station.

The bidder must appoint a qualified SHE Officer and submit the officer's CV and qualifications.

Environmental Management Requirement Checklist — all items mandatory:

1. SHE Policy signed in terms of ISO 14001:2015, addressing commitment to environmental management, pollution prevention and environmental degradation.
2. Environmental Management Strategy: waste management plan for applicable waste streams; emergency preparedness/response plan (e.g. major spills); site/work-specific environmental management plan.
3. Legal protection of employees and the environment: letter from top management guaranteeing protection of workers refusing environmentally hazardous work, in terms of section 29 of NEMA 107 of 1998.
4. Environmental training and competency: proof of training and skills of persons performing significant activities (e.g. oil spills) and other applicable activities.
5. Appointment of a qualified SHE Officer, with CV and qualifications.

No CSD, tax, B-BBEE, CIDB or CIPC requirements are stated.

Required SHE and environmental submissions:

• SHE Policy signed in terms of ISO 14001:2015, addressing commitment to environmental management, pollution prevention and environmental degradation.
• Environmental Management Strategy: waste management plan for applicable waste streams; emergency preparedness/response plan (e.g. major spills); site/work-specific environmental management plan.
• Letter from top management guaranteeing protection of workers refusing environmentally hazardous work, in terms of section 29 of NEMA 107 of 1998.
• Proof of training and skills of persons performing significant activities (e.g. oil spills) and other applicable activities.
• Appointment of a qualified SHE Officer, with CV and qualifications.

Each item is scored Yes or No and contributes to the total score.

Environmental requirements:

• Pollution prevention and prevention of environmental degradation must be addressed in the SHE Policy.
• Waste management plan covering applicable waste streams.
• Emergency preparedness/response plan for incidents such as major spills.
• Site/work-specific environmental management plan.

The bidder must provide a letter from top management guaranteeing the protection of workers who refuse to carry out environmentally hazardous work, in terms of section 29 of NEMA 107 of 1998.

Each checklist item is scored Yes (document provided and meeting minimum requirements) or No (document not provided or not meeting minimum requirements).

Condenser tube leaks at Grootvlei Power Station stem from the inability to isolate the main cooling water system. Investigation showed the main condenser isolation valves (T1 and T2) no longer isolate effectively and their seats are deteriorated, requiring complete refurbishment. The specification covers five (5) 1350NB metal seated butterfly valves forming the main condenser cooling water isolation, operated electrically through an actuator and gearbox that the Employer issues free of charge for testing.

Site visit

• The Employer will arrange a site visit to Grootvlei Power Station so the appointed contractor can inspect the valves and identify any coating repairs needed for correct valve performance.
• Date, time and venue are not stated in this specification.

Post-award site attendance

• After contract award the contractor must visit Grootvlei to identify the specific valves to be transported to its repair facility.

Scope

• Refurbishment of five (5) triple offset metal seated butterfly valves used as main condenser cooling water (CW) isolation valves (T1 and T2) at Grootvlei Power Station.
• The valves were removed from Unit 2 and Unit 4; the laminated disc seats and body seals are significantly deteriorated and require full refurbishment.
• Refurbishment is carried out in a workshop in South Africa.
• The Employer free-issues the gearboxes and actuators for testing purposes.

Valve data (Table 1)

• Model: triple offset, double flanged
• Nominal bore: 1350NB
• Face-to-face: approximately 360 mm
• Pressure rating: 300 kPa
• Flange drilling: Table 32 holes, 1530 PCD — 8 holes drilled 35 mm and 4 tapped M30
• Flange PCD: approximately 1530 mm
• Actuator model: 14.1 – F14 (gearbox and actuator supplied by the Employer)

Pressures and testing

• Maximum system operating pressure: 220 kPa
• Seal tightness test: based on a maximum seal shut-off of 400 kPa
• Design pressure for pressure-bearing items (body and disc): 600 kPa
• Hydrostatic test on the fully assembled valve: the disc is partly opened so the whole body is subjected to hydraulic pressure; if the body holds, the disc is closed and a seat leakage test follows.
• After a successful seat leakage test: set the gearbox end stop, adjust the actuator torque settings and set the limit switch to the closed position.
• Gearbox stops are set during the seat/seal leakage test and sealed afterwards to prevent tampering; the valve closes on torque, with gearbox end stops as back-up should the torque switches fail.
• Flange rims must be marked condenser side and duct side.

Standards and amendments

• Eskom 240-63154109 Rev 3 (large bore metal seated butterfly valves for cooling water isolation) applies, with these exclusions: Figure 1; Section 3.1 (valve body); Section 3.3 (discs); Section 3.4 (spindles); Sections 6.1 to 6.4; Section 7.2 (hydraulic actuation); the whole of Section 8 (mechanical lock-out facility / accident prevention system); Section 16.2 (in-situ repair).
• The term "large bore" is replaced by 1350NB throughout the specification.
• Where 240-63154109 Rev 3 allows options, the bidder must state clearly which option is included in the tender.
• The contractor must review the CW chemistry in Annexure 1 and confirm the selected valve materials suit that chemistry regime and operating temperature.

Collection, packaging and transport

• The contractor collects the valves from Grootvlei Power Station and conveys them to its repair facility; cranage for loading onto the transport vehicle is the contractor's responsibility.
• Each valve is individually wrapped in reinforced PVC or reinforced nylon, sealed against rain and dust reaching the sealing faces, and UV resistant because the valves are not normally stored under roof.
• Upstream and downstream flanges are covered with a solid cover (plywood or galvanised sheeting) before wrapping.
• Valves are packaged or crated so that forklift, sling or overhead crane handling cannot cause damage, with special care for coated areas.
• The gearbox remains on the valve during transport; the crate or pallet must always support the gearbox and be marked to prevent lifting or rigging on the gearbox.
• The valve is inspected at the contractor's works before transport to the power station, to the Employer's acceptance, as an Employer hold point on the QCP.

Method

• Refurbish the triple offset metal seated butterfly valves, complete with the gearboxes and actuators free-issued by the Employer.
• Review the CW chemistry in Annexure 1 and confirm the valve materials suit the chemistry regime and operating temperature.
• Mark the flange rims condenser side and duct side.
• After contract award, visit Grootvlei to identify the valves to be transported.
• Collect the valves from Grootvlei Power Station and move them to the contractor's repair facility; the contractor provides the cranage needed for loading.
• Hydrostatic test the assembled valve with the disc partly open so the body is pressurised; if the body holds, close the disc and run the seat leakage test.
• On a successful seat leakage test, set the gearbox end stop, adjust the actuator torque settings and set the limit switch to the closed position.

Normative references

• ISO 9001 (quality management systems)
• EN 1092-1/2 (circular steel flanges)
• EN 10204 (types of inspection documents for metallic products)
• OHSACT (Occupational Health and Safety Act)
• API 598 (valve inspection and testing)
• Eskom 240-63154109 Rev 3, 240-101712128, 240-105658000 (QM-58), 240-83539994 (NDT) Rev 3, 240-106365693
• Eskom drawing and documentation standards 240-76992014, 240-65459834, 240-54179170, 240-66920003, 240-86973501

Standards compliance

• ISO 9001 quality management systems.
• API 598 valve inspection and testing.
• EN 1092-1/2 flanges and their joints; EN 10204 metallic products inspection documents.
• OHSACT (Occupational Health and Safety Act).
• Eskom 240-63154109 Rev 3; 240-101712128 (internal corrosion protection of water systems and chemical tanks); 240-105658000 (Supplier Contract Quality Management Specification QM-58); 240-83539994 (non-destructive testing on Eskom plant Rev 3); 240-106365693 (external corrosion protection of plant, equipment and piping with coatings).
• Eskom drawing and documentation standards 240-76992014, 240-65459834, 240-54179170, 240-66920003 and 240-86973501.

Quality

• A Quality Control Plan (QCP, equivalent to QIP/ITP) covering the activities to be inspected, test methods, procedures and acceptance criteria is required.
• The pre-transport inspection at the contractor's works is an Employer hold point on the QCP.

No CSD registration, tax compliance, B-BBEE level, CIDB grading or local content requirement is stated in this specification.

OHSACT (Occupational Health and Safety Act) is a normative reference for the refurbishment work.

Cooling water chemistry

• Annexure 1 provides the typical Grootvlei CW water chemistry regime, covering CaCO3 precipitation potential, calcium hardness, chemical oxygen demand, chloride, electrical conductivity at 25 °C, M and P alkalinity, magnesium hardness, nitrate, pH at 25 °C, potassium, SiO2, SO4, sodium, total hardness, total suspended solids and turbidity.
• The contractor must confirm that the valve materials selected are suitable for this chemistry regime and the operating temperature.

Packaging

• Valves must be packaged or crated so that transport and off-loading by forklift, slings or overhead cranes cannot damage them; coated areas need particular care.
• Each valve is individually wrapped in durable reinforced PVC or reinforced nylon.
• The wrapping is sealed to keep rain and dust off the valve sealing faces and is UV resistant, as the valves are normally stored without roof cover.
• Upstream and downstream flanges are covered with a solid cover (plywood or galvanised sheeting) before wrapping.
• The valve is inspected at the contractor's works before transport to the power station, to the Employer's acceptance, as an Employer hold point on the QCP.
• The gearbox stays on the valve during transport; the crate or pallet must always support the gearbox and be marked to prevent lifting or rigging on the gearbox.

The contract covers the once-off refurbishment of metal seated butterfly valves that serve as cooling water isolation valves on the main condenser isolation valves (T1 and T2 valves) at Grootvlei Power Station.

Quality obligations are set out in Eskom specification 240-105658000, with Category 2 pre-contract award requirements selected. Post-contract award obligations cover contract execution and supplier quality performance monitoring. Standard conditions cover Eskom rights of access and information, preservation, quality audits, management of nonconformities identified by Eskom, and special processes.

Returnable document

• Form A (Tender & Contract Quality Requirements, Document 240-68099512 Rev 9): the bidder's quality representative must complete, sign and date the form to confirm acceptance of the stated quality requirements.

Scope

• Refurbishment of metal seated butterfly valves used as cooling water (CW) isolation valves on the main condenser isolation valves (T1 and T2 valves).
• Once-off refurbishment, not a recurring contract.
• Work is performed for Grootvlei Power Station.

Quality framework

• Governed by Eskom specification 240-105658000 (Tender & Contract Quality Requirements) and the ISO 9001 quality standard.
• Pre-contract award quality requirements: Category 2 applies (clause 3.5 of 240-105658000). Categories 1, 3 and 4 do not apply.
• Main supplier and sub-supplier capability and capacity assessment does not apply.
• Post-contract award: contract execution and the supplier quality performance monitoring phase apply (clause 3.7).
• Standard conditions applying: Eskom rights of access, Eskom rights to information, preservation, quality audits, management of nonconformities and nonconforming outputs identified by Eskom, and special processes (clause 3.8).

Quality requirements

• Eskom specification 240-105658000 governs the quality requirements, alongside the ISO 9001 standard.
• Pre-contract award: Category 2 requirements apply under clause 3.5. Categories 1, 3 and 4 are not applicable, and no main supplier or sub-supplier capability and capacity assessment is required.
• Post-contract award: contract execution and supplier quality performance monitoring apply under clause 3.7.
• Standard conditions under clause 3.8: Eskom rights of access, Eskom rights to information, preservation, quality audits, management of nonconformities and nonconforming outputs identified by Eskom, and special processes.
• ISO 9001 clauses applying: context of the organisation, leadership, planning, support, operation, performance evaluation and improvement.
• Quality principles applying: customer focus, leadership, engagement of people, process approach, improvement, evidence-based decision making and relationship management.

Returnable form

• Form A (Document 240-68099512 Rev 9): signed by the bidder's quality representative to accept the quality requirements for Eskom specification 240-105658000 and ISO 9001.

Quality compliance

• The bidder must satisfy the Category 2 pre-contract award quality requirements of clause 3.5 of 240-105658000.
• ISO 9001 clauses 4 to 10 apply: context of the organisation, leadership, planning, support, operation, performance evaluation and improvement.
• Quality principles applied: customer focus, leadership, engagement of people, process approach, improvement, evidence-based decision making and relationship management.
• No CSD registration, tax compliance, B-BBEE level or CIDB grading requirement is stated.

Procurement

• Refurbishment of the T1 and T2 main condenser cooling water isolation valves at Grootvlei Power Station.
• Valves are triple offset, metal seated butterfly valves of 1350NB.
• Work is a once-off refurbishment within the Grootvlei condenser system, Units 1 to 4.
• Scope as set out in GVLEG 0359 Rev 2.

Purpose of the evaluation strategy

• Set a structured technical evaluation framework for the refurbishment tenders.
• Enforce Eskom, ISO, EN, API and statutory safety compliance.
• Allow objective comparison of tenders through mandatory gatekeepers, qualitative scoring and risk assessment.
• Support engineering due diligence in supplier selection to restore condenser isolation integrity and plant reliability.

Technical returnables — all must be submitted; an omitted returnable makes the bid non-responsive

• Method statement covering dismantling and reassembly steps, general arrangement and detail drawings, seal fitment procedure, NDT to Eskom 240-83539994, pressure and seat leakage test procedure, and transport and storage packaging.
• Preliminary coating procedure with product data sheets.
• Quality Control Plan / Inspection and Test Plan showing hold points, factory acceptance testing and employer inspection points.
• Written confirmation that the gearbox and actuator are compatible with the free-issued AUMA actuator, including end stop and torque switch settings.
• Statement of all deviations and exclusions from the specification.
• At least two verifiable references for refurbishment of triple offset metal seated butterfly valves of ≥1200mm diameter carried out in South Africa since 2015.
• Company name change history where the trading name has changed since 2015, showing the same facility has operated since 2015 or earlier.

Disqualification risks

• Any mandatory technical returnable left out.
• A 'No' answer to any mandatory gatekeeper criterion.

Evaluation stages

1. Mandatory gatekeepers — pass or fail, no weighting.
2. Phase 1 — desktop review of technical returnables on a weighted scorecard.
3. Phase 2 — site visit verifying workshop, facilities, safety, QA/QC systems and technical capability on a weighted scorecard.

Minimum qualifying score: 70% overall weighted technical score.

Mandatory gatekeepers (a 'No' disqualifies)

• Proven experience: at least 2 verifiable references for refurbishment of triple offset metal seated butterfly valves ≥1200mm diameter, performed in South Africa since 2015.
• Workshop location: all refurbishment performed in South Africa.

References not accepted: work done before 2015; references without valid client details or verifiable contacts, or supported only by purchase orders; work performed outside South Africa.

Phase 1 weightings (total 100)

• Compliance with Eskom standard 240-63154109 Rev 3: 10%
• Refurbishment methodology and quality assurance: 30%
• Material suitability and corrosion protection: 30%
• Documentation and compliance declaration: 10%
• Gearbox and actuator integration: 20%

Phase 2 weightings (total 100)

• Workshop capability for handling ≥1200mm NB valves: 15%
• Health and safety compliance: 15%
• Quality Control Plan implementation: 20%
• Technical competence and past experience: 40%
• Final assembly and testing setup: 10%

Scope

• Refurbishment of the T1 and T2 main condenser cooling water isolation valves at Grootvlei Power Station, on a once-off basis.
• Valves: triple offset, metal seated butterfly valves, 1350NB.
• Applicable to the Grootvlei condenser system, Units 1 to 4.
• Refurbishment scope defined in GVLEG 0359 Rev 2; all work executed in South African workshops.

Deliverables and method

• Dismantling and reassembly sequence.
• General arrangement and detail drawings.
• Seal fitment procedure.
• Non-destructive testing to Eskom 240-83539994 Rev 3.
• Pressure testing and seat leakage testing to Eskom 240-63154109 and/or API 598.
• Packaging suitable for transport and storage.
• Internal corrosion protection to 240-101712128 and external corrosion protection to 240-106365693, suitable for Grootvlei cooling water chemistry.
• Gearbox and actuator integration with the free-issued AUMA actuator, including external adjustable end stops and torque switch settings.

Standards to comply with

• Eskom: GVLEG 0359 Rev 2; 240-63154109 Rev 3; 240-101712128; 240-105658000 (QM-58); 240-83539994 Rev 3; 240-106365693; 240-76992014; 240-65459834; 240-54179170; 240-66920003; 240-86973501.
• Other: ISO 9001; EN 1092-1/2; EN 10204; API 598; OHS Act.

Method statement requirements

• Dismantling and reassembly steps.
• General arrangement and detail drawings.
• Seal fitment procedure.
• Non-destructive testing to Eskom 240-83539994.
• Pressure testing and seat leakage test procedure.
• Packaging for transportation and storage.
• Statement of deviations and exclusions from the specification, with a preliminary coating procedure and data sheets.

Evaluation threshold

• All technical returnables must be submitted; a missing returnable makes the bid non-responsive.
• Minimum weighted technical score of 70% overall is required to progress.
• Where the company trading name has changed since 2015, a name change history must be provided to show the same facility has operated since 2015 or earlier.

Mandatory experience

• At least 2 verifiable references for refurbishment of triple offset metal seated butterfly valves ≥1200mm diameter, performed in South Africa since 2015.
• References must carry valid client details and verifiable contacts; purchase orders alone are not accepted.
• Work done before 2015 and work performed outside South Africa are not accepted.
• Where the trading name changed since 2015, a name change history must show the same facility has operated since 2015 or earlier.

Evaluation weighting

• Technical competence and past experience, validated against the submitted references and capability for triple offset valve refurbishment, carries 40% of the Phase 2 site visit score.

Quality system requirements

• ISO 9001 quality management system applies.
• Eskom QM-58 supplier contract quality management specification (240-105658000) applies.
• Quality Control Plan / Inspection and Test Plan must be submitted and reviewed, covering hold points, factory acceptance testing and employer inspection points (20% of the Phase 2 score).
• Non-destructive testing to Eskom 240-83539994 Rev 3.
• Internal corrosion protection to 240-101712128 and external corrosion protection to 240-106365693.
• Pressure and seat leakage testing to Eskom 240-63154109 and/or API 598.
• Inspection documents to EN 10204; flange joints to EN 1092-1/2.

Unacceptable quality outcomes

• Non-compliant NDT methods or omitted inspections.
• Pressure testing that does not meet 240-63154109 and/or API 598.

Mandatory gatekeepers

• At least 2 verifiable references for refurbishment of triple offset metal seated butterfly valves ≥1200mm diameter, performed in South Africa since 2015.
• All refurbishment work carried out in South Africa.
• Company name change history where the trading name changed since 2015, evidencing the same facility has operated since 2015 or earlier.

Quality and safety compliance

• ISO 9001 quality management system.
• Eskom QM-58 supplier contract quality management specification (240-105658000).
• OHS Act and site-specific safety requirements.
• NDT to Eskom 240-83539994 Rev 3.

Unacceptable technical risks

• Non-South African refurbishment facility.
• Inability to verify two valid references for valves ≥1200mm since 2015.
• Gearbox not compatible with the AUMA actuator, or without external adjustable end stops.
• Non-compliance with pressure testing to 240-63154109 and/or API 598.
• Gearbox of Scotch yoke or travelling nut design.

Unacceptable exceptions and conditions

• Any deviation from flange marking or pressure side identification requirements.
• Non-compliant NDT methods or omitted inspections.

Acceptable deviations

• Alternative coating materials superior to the specified standards.
• Minor method statement deviations that do not compromise valve integrity or performance.
• Alternative materials that are suitable or superior to the specification.
• Enhanced material grades with supporting technical justification.

Health and safety requirements

• Compliance with the Occupational Health and Safety Act and site-specific safety requirements is required.
• Health and safety compliance carries 15% of the Phase 2 site visit score.
• Safety compliance is verified on site during the Phase 2 evaluation.

Acceptable technical risks

• Alternative coating materials superior to the specified standards.
• Minor method statement deviations that do not compromise valve integrity or performance.
• Alternative materials that are suitable or superior to the specification.

Unacceptable technical risks

• Non-South African refurbishment facility.
• Inability to verify two valid references for valves ≥1200mm since 2015.
• Gearbox not compatible with the AUMA actuator, or without external adjustable end stops.
• Non-compliance with pressure testing to 240-63154109 and/or API 598.
• Gearbox of Scotch yoke or travelling nut design.

Acceptable exceptions and conditions

• Enhanced material grades proposed with supporting technical justification.

Unacceptable exceptions and conditions

• Any deviation from flange marking or pressure side identification requirements.
• Non-compliant NDT methods or omitted inspections.

Mandatory gatekeepers — a 'No' answer disqualifies the bid

• Proven experience: at least 2 verifiable references for refurbishment of triple offset metal seated butterfly valves ≥1200mm diameter, performed in South Africa since 2015.
• Workshop location: all refurbishment performed in South Africa.

References not accepted

• Refurbishment completed before 2015.
• References without valid client details or verifiable contacts, or supported only by purchase orders.
• Refurbishment performed outside South Africa.

Minimum qualifying score: 70% overall weighted technical score.

Mandatory gatekeepers — pass or fail, no weighting; a 'No' answer disqualifies the bid

• Proven experience: at least 2 verifiable references for refurbishment of triple offset metal seated butterfly valves ≥1200mm diameter, performed in South Africa since 2015.
• Workshop location: all refurbishment performed in South Africa.

References not accepted: work done before 2015; references without valid client details or verifiable contacts, or supported only by purchase orders; work performed outside South Africa.

Phase 1 — desktop review weightings (total 100)

• Compliance with Eskom standard 240-63154109 Rev 3: 10%
• Refurbishment methodology and quality assurance: 30%
• Material suitability and corrosion protection: 30%
• Documentation and compliance declaration: 10%
• Gearbox and actuator integration: 20%

Phase 2 — site visit weightings (total 100)

• Workshop capability for handling ≥1200mm NB valves: 15%
• Health and safety compliance: 15%
• Quality Control Plan implementation: 20%
• Technical competence and past experience: 40%
• Final assembly and testing setup: 10%

OHS representative

• Name: Maki Mofokeng
• Role: Safety Officer, OHS

Development team

• Diane Maunatlala

OHS returnables — each must be completed and submitted with the bid:

• Annexure B: signed acknowledgement of Eskom's OHS legal and other requirements.
• Health and Safety Plan: must address the OHS risks of the valve refurbishment scope and align with the health and safety specification.
• OHS costing: itemised breakdown of health and safety management costs, not a lump sum, covering the full scope of work.
• Baseline OHS Risk Assessment (BRA): identification, assessment and management of OHS risks for the scope, submitted together with the risk-assessment methodology used.
• Letter of Good Standing: valid COIDA registration or equivalent.
• OHS policy: signed by the CEO and compliant with Section 7 of the OHS Act.
• OHS competency: Safety Officer holding a three-year qualification or diploma, with CV and qualification certificates.

Assessment of each item

• Each returnable is marked Yes, No or Not Applicable.
• The panel records an overall outcome of Recommended or Not Recommended.

Additional items

• Further OHS returnables may be added where the scope requires them; explanatory notes sit in Annexure A: Supplier Risk Category (240-77433139).

Evaluation route

• OHS tender evaluation template (high risk), applied before contract award.
• Each listed OHS returnable is assessed as Yes, No or Not Applicable.
• The panel records an overall outcome of Recommended or Not Recommended.
• Additional OHS returnables may be inserted where the scope of work requires them.

No price/functionality weighting, preference point system or minimum qualifying score is stated in this template.

Scope

• Refurbishment of a metal seated butterfly valve used as the cooling water (CW) isolation valve on the main condenser isolation valves.
• Covers the T1 and T2 valves.
• Once-off refurbishment at Grootvlei.
• The work is classified high risk under Eskom's OHS tender evaluation, so the OHS submissions must reflect the project's risk profile.

• OHS management costing must be submitted as a detailed breakdown, not a lump sum.
• The costing must be based on the overall scope of work or service to be performed.
• The scope of work and the risk assessment may serve as the basis for the costing.

Mandatory OHS returnables

• Annexure B: signed acknowledgement of Eskom's OHS legal and other requirements.
• Health and Safety Plan aligned with the health and safety specification and the project's OHS risks.
• Baseline OHS Risk Assessment, with the methodology used.
• Valid Letter of Good Standing (COIDA or equivalent).
• OHS policy signed by the CEO, compliant with Section 7 of the OHS Act.
• Safety Officer with a three-year qualification or diploma; CV and certificates required.
• Detailed, itemised OHS costing.

Risk category

• Explanatory notes for the listed OHS requirements are in Annexure A: Supplier Risk Category (240-77433139).

The OHS tender evaluation template (high risk) applies to the Grootvlei refurbishment of the metal seated butterfly valve used as the CW isolation valve on the main condenser isolation valves (T1 and T2 valves).

Required OHS submissions

• Signed acknowledgement of Eskom's OHS legal and other requirements (Annexure B).
• Health and Safety Plan addressing the project's OHS risks and aligned with the health and safety specification.
• Detailed OHS management costing, itemised rather than a lump sum, covering the full scope of work.
• Baseline OHS Risk Assessment with the methodology used.
• Valid Letter of Good Standing (COIDA or equivalent).
• OHS policy signed by the CEO and compliant with Section 7 of the OHS Act.
• Safety Officer competency: three-year qualification or diploma, CV and certificates.

Closing date and time: 30 November 2026 at 10:00

No briefing dates, site visits, or clarification deadlines are stated in the provided document.

Returnable documents:

• Annexure B (Acknowledgement Form for Eskom OHS legal and other requirements, Eskom Identifier 240-43921804 Rev 5): signed confirmation that the bidder has obtained, read and understood the OHS requirements and accepts the consequences of non-compliance.

Submission method: not stated in the provided document.

Closing: 30 November 2026 at 10:00 (from tender record).

The provided document contains no evaluation criteria. The tender record indicates this is a Request for Quotation; typical RFQ evaluation would apply but is not specified in the source text.

Scope: refurbishment of metal seated butterfly valves for use as cooling water isolation valves on main condenser isolation valves (T1 and T2 valves), on a once-off basis.

Procuring organisation: Eskom

No quantities, locations, technical standards, or service levels are stated beyond the title description.

OHS compliance (mandatory)

• Eskom contractor Health and Safety requirements standards 32-136
• OHS specification/requirements provided by Eskom
• Occupational Health and Safety Act
• Compensation for Occupational Diseases and Illnesses Act

Post-award obligation: the supplier must align company processes to Eskom's OHS policies, procedures and standards.

Penalties: enforced on the main supplier for any OHS non-conformance by the main supplier, its contractors or its suppliers.

Induction: all employees and contractors must undergo Eskom induction and the company's own induction.

Contractor management (main supplier obligations):

• Demonstrate selection process and criteria for appointing subcontractors and suppliers
• Notify Eskom before appointing any contractor or supplier to commence work
• Ensure subcontractors and suppliers have adequate resources and competencies
• Be accountable for subcontractor and supplier compliance with legal and Eskom requirements
• Monitor subcontractors and suppliers through OHS audits and assessments during work execution
• Provide grounds for terminating any subcontractor or supplier
• Handle all subcontractor non-conformances directly through performance and penalty processes

Verification: Eskom may require testimonials, references and client contact details (including previous Eskom work of a similar nature).

No CSD registration, tax clearance, B-BBEE level, CIDB grading, CIPC registration, professional-body registration or local content requirements are stated in the provided document.

Mandatory OHS documents and standards:

• Eskom contractor Health and Safety requirements standards 32-136
• OHS specification/requirements provided by Eskom
• Occupational Health and Safety Act
• Compensation for Occupational Diseases and Illnesses Act

Post-award obligation: align company processes fully to Eskom's OHS policies, procedures and standards.

Penalties: enforced on the main supplier for OHS non-conformance by the main supplier, its contractors or its suppliers.

Induction: all employees and contractors must complete Eskom induction and the company's own induction.

Contractor management obligations:

• Demonstrate subcontractor selection process and criteria to Eskom
• Notify Eskom before subcontractor or supplier appointment
• Ensure subcontractors and suppliers have adequate resources and competencies
• Accountable for subcontractor and supplier compliance with legal and Eskom requirements
• Monitor through OHS audits and assessments during execution
• Provide termination grounds for any subcontractor or supplier
• Handle all subcontractor non-conformances through performance and penalty processes

Eskom may verify compliance and require testimonials, references and client contact details for previous similar work.

Main supplier accountability for subcontractors and suppliers:

• Demonstrate to Eskom the process and selection criteria used when appointing contractors and suppliers
• Notify Eskom before any contractor or supplier commences work
• Ensure all contractors and suppliers have adequate resources and competencies
• Remain accountable for management of contractors and suppliers to ensure compliance with applicable legal and Eskom requirements during contract execution
• Monitor contractors and suppliers through OHS audits and assessments during work execution
• Provide grounds for termination of any contractor or supplier
• Deal with all contractor and supplier non-conformances (all tiers) directly through performance and penalty processes

Eskom verification rights: Eskom may require copies of testimonials, references and client contact details for previous similar work, including work done for Eskom.