EOI: selection of 100% black-owned eme/qse esd beneficiaries for ESKOM outage, maintenance and works services (5-Year)

Enquiries (written only, quoting EOI reference number, by 20 November 2026 at 12:00):

• Contact: Phumzile Ncamani
• Role: Senior Advisor – ERI SDL&I
• Email: [email protected]
• Telephone: 011 629 4546

No verbal enquiries entertained; no other ERI or Eskom employee may be contacted about this EOI.

Submission: via Eskom Tender Bulletin site on the Eskom E-tendering page (no physical address).

Submission method: electronic upload via the Eskom Tender Bulletin site on the Eskom E-tendering page.

Submission email: N/A (upload only)

Closing time: 30 November 2026 at 10:00 (South African Standard Time). Late submissions are not accepted for any reason.

Format: All documents in PDF format. Upload size per document is 500 MB; total submission limited to 4 GB. No zip/compressed files, no hard copies.

Resubmission: If resubmitted, only the latest version is accepted; earlier versions are null and void. Ensure submission status is marked complete.

Returnable documents (each as a separate PDF, labelled with its number; certified copies where stated must be not older than 3 months):

• Annexure A: EOI response form, fully completed.
• Annexure B: declaration (including new-entrant declaration), signed by an authorised director.
• CIPC registration documents, including current list of directors.
• CSD registration report (not older than 30 days).
• Valid B-BBEE certificate or sworn affidavit.
• Share register / share certificates and certified IDs of all shareholders and directors.
• SARS Tax Compliance Status PIN.
• Disclosure of any relationship with Eskom or ERI employees or with any OSC tenderer (Annexure B).
• Proof of access to finance (M11): facility letter or financier's letter of intent of at least R26 million.
• Functionality evidence (Part 2): quality management system documents; up to 20 service/technical/investigation reports; up to 8 CVs; purchase/task orders with invoices; development and growth plan (max 4 pages); company profile.
• Specific goals evidence (Part 3): certified IDs and share register; medical certificate for disability claims; CIPC list of directors, organogram, appointment letters for management control claims.
• Supporting (where applicable): MEIBC registration certificate; any other accreditation relevant to power-plant maintenance.

Disqualification risks:

• Missing or unsigned returnable documents.
• Submission after closing time, regardless of reason.
• Failure to meet any mandatory requirement (M1–M11).
• False or misleading evidence.
• Undisclosed conflict of interest or canvassing of evaluation team members.

Evaluation runs in three sequential stages; a respondent must pass each to proceed.

Stage 1 – Mandatory requirements (pass/fail; failure of any disqualifies):

• M1: Legal entity registered with CIPC (CIPC registration certificate, CoR 14.3 or equivalent).
• M2: Registered on National Treasury's Central Supplier Database (CSD registration report not older than 30 days).
• M3: 100% owned, controlled and managed by black people (valid B-BBEE certificate from SANAS-accredited agency or sworn affidavit; certified IDs of all shareholders and directors; share register).
• M4: EME or QSE in terms of the dtic Codes of Good Practice.
• M5: No shareholding (direct or indirect) held by any prospective OSC tenderer or related company (strictly 0%).
• M6: Tax compliant (SARS Tax Compliance Status PIN).
• M7: Not listed on National Treasury's Register for Tender Defaulters or Database of Restricted Suppliers.
• M8: Completed and signed declaration of interest (Annexure B).
• M9: Completed and signed EOI response form and declaration (Annexures A and B).
• M10: New entrant – never held a contract or purchase order with Eskom or ERI, not an active vendor on their databases, and no shareholder/director has been a shareholder/member/director of an Eskom/ERI vendor in the last 5 years. Work as a subcontractor to an Eskom/ERI contractor does not disqualify.
• M11: Access to finance – facility letter or letter of intent from a registered financier (bank, development finance institution or registered credit provider) confirming intention to provide funding of at least R26 million. Letter must be on financier's letterhead, signed, addressed to respondent, not older than 3 months.

Stage 2 – Functionality (minimum qualifying threshold 60%):

• Scored by ERI TGS Technical against five criteria, maximum 100 points.
• F1 Quality management system: 20 points (work instructions, quality management plans, document control system, processes for managing quality; 5 points each). ISO certification not required.
• F2 Precision engineering service: 20 points (up to 20 reports, 1 point each; each report scored on four components of 0.25 points: report submitted, scope of work, technical recommendations/lessons learned, client signature).
• F3 Resources – key technical personnel: 20 points (each complete CV scores 2.5 points; max 1 engineer, 1 technician, 2 supervisors, 4 artisans; CV must be signed with name, ID number, date, certified qualifications, employment contract).
• F4 Experience in engineering and maintenance services on critical plant: 15 points (cumulative value of purchase/task orders with invoices over past 5 years; bands: below R3m = 0, R3m–R7.5m = 3, R7.5m–R15m = 6, R15m–R22.5m = 9, R22.5m–R30m = 12, R30m+ = 15).
• F5 Development and growth plan: 25 points (max 4 pages; scoring from 0 for no plan to 25 for gaps identified, measurable goals, timeframes, skills transfer approach, job creation commitments and explanation of how ESD support builds capacity).
• Functionality score is used only to qualify and to break deadlocks; it is not added to the selection score.

Stage 3 – Specific goals (20 points):

• SG1 Ownership by black women: (% black women ownership ÷ 100) × 8, max 8 points.
• SG2 Ownership by black people with disabilities: (% ownership ÷ 100) × 4, max 4 points.
• SG3 Ownership by black youth (aged 18 to 35 at closing date): (% black youth ownership ÷ 100) × 4, max 4 points.
• SG4 Management control by black women: at least 50% of executive directors and senior managers are black women = 2 points (0 if below 50%).
• SG5 Black ownership (race): 100% black ownership = 2 points.
• A shareholder may count towards more than one goal. Respondents ranked per cluster by specific goals points, highest to lowest; selection in rank order.

Deadlock criteria (if equal specific goals points): (a) higher functionality score; (b) higher SG1 points; (c) higher F3 score; (d) drawing of lots in presence of at least two ERI SDL&I representatives.

Verification: Selected respondents subject to site visits, interviews, and checks of ownership, control, management, personnel, financier's letter and documentation. Failure leads to replacement by next-ranked respondent.

Evaluation rules: Panel of at least three ERI TGS Technical evaluators; each scores independently; moderation meeting reviews differences; final score is average of moderated points to two decimal places. Only documents submitted by closing date considered; no new evidence after closing. Evidence not in required form is disregarded. False or misleading evidence leads to disqualification. Scoring records kept for at least 5 years.

Scope: Selected beneficiaries will perform subcontracted outage, maintenance and works services on turbine and generator plant for a period aligned to the OSC (60 months, plus up to 2 months for outages that overrun).

Service categories:

• Projects (planned and unplanned outages): disassembly, inspection, refurbishment, re-assembly and return-to-service of HP, IP and LP turbine modules, main steam valves, generator, exciter and PMG; auxiliary systems (lube, control and jacking oil, gland steam, condensate, feedwater, seal oil); breakdown response. Location: at the power stations.
• Running maintenance: 24/7 mechanical and commissioning maintenance and call-outs; servicing, refurbishment and installation of pumps, coolers, valves and oil filtration plant; interim repairs and inspections. Location: resident at the power stations.
• Works services: overhaul and refurbishment of rotors, casings, diaphragms, nozzles, couplings and generator components; pre-assembly; machining; blading. Location: ERI Rosherville workshop (Germiston) and approved support sites.
• Support services: quality control and inspection, rigging, crane operation, expediting, stores, planning and scheduling, safety, hygiene and access control. Location: all of the above.

Power stations by cluster (respondents must indicate cluster(s) applied for, in order of preference):

• Cluster 1: Arnot, Medupi, Kusile, Matimba
• Cluster 2: Hendrina, Matla, Kriel, Camden
• Cluster 3: Majuba, Tutuka, Kendal, Koeberg
• Cluster 4: Komati, Grootvlei, Lethabo, Duvha

Indicative outage volumes per financial year (not guaranteed; work issued as-and-when-required through Task Orders):

• FY26/27: GO 13, MGO 13, IR 21, IN 28, Breakdowns 12, Total 87
• FY27/28: GO 7, MGO 7, IR 18, IN 23, Breakdowns 12, Total 67
• FY28/29: GO 6, MGO 12, IR 17, IN 10, Breakdowns 12, Total 57
• FY29/30: GO 9, MGO 10, IR 16, IN 15, Breakdowns 12, Total 62
• FY30/31: GO 9, MGO 8, IR 15, IN 18, Breakdowns 12, Total 62

Beneficiary receives:

• Guaranteed share of work: minimum 30% of assigned OSC's technical scope, allocated through ERI Task Orders, paid as empowerment-related expenditure.
• Tailored ESD Programme: needs analysis, development plan with milestones, qualified ESD Champion.
• At least five development interventions (e.g., management and labour skills transfer; payment within 14 days; guarantees on beneficiary's behalf; interest-free unsecured loans; administrative and cost-control systems; planning, tendering and programming skills; business, entrepreneurial and negotiation skills; technical skills and innovation; legal compliance; procurement skills; building credit rating and loan history; contractual (NEC) knowledge).
• Market access to OSC's local and global market presence.
• Oversight by Eskom SDL&I representatives.

Access to finance (mandatory, M11):

• Facility letter or letter of intent from a registered financier (bank, development finance institution or registered credit provider) confirming intention to provide funding of at least R26 million (R26 000 000).
• Letter must be on financier's letterhead, signed, addressed to the respondent, and not older than 3 months.
• Respondents that do not submit this letter are disqualified.
• Before assignment, where a letter of intent was submitted, a signed facility agreement or approved facility letter of at least R26 million must be provided.

Payment terms: Beneficiaries must pay all employees in full and on time; at least five development interventions include payment within 14 days (from the OSC to the beneficiary).

No bid security, bonds, guarantees, retention or pricing schedule are specified in this EOI (it is not a tender for a contract with Eskom).

Mandatory compliance (Stage 1, failure of any disqualifies):

• CIPC registration (CoR 14.3 or equivalent).
• CSD registration (report not older than 30 days).
• 100% black-owned, controlled and managed (B-BBEE certificate from SANAS-accredited agency or sworn affidavit; certified IDs; share register).
• EME or QSE status (dtic Codes of Good Practice).
• No shareholding by any prospective OSC tenderer or related company (strictly 0%).
• Tax compliance (SARS Tax Compliance Status PIN).
• Not listed on National Treasury's Register for Tender Defaulters or Database of Restricted Suppliers.
• New entrant (never contracted with Eskom or ERI; not active vendor; no shareholder/director has been a shareholder/member/director of an Eskom/ERI vendor in last 5 years).
• Access to finance of at least R26 million (M11).

Requirements before assignment (must commit to obtain if not already held):

• COID letter of good standing (or equivalent insurer letter).
• MEIBC registration.
• SHE policy signed by owner/CEO, compliant with section 7 of the Occupational Health and Safety Act.
• Proof of business bank account (bank-stamped letter not older than 3 months).
• Signed facility agreement or approved facility letter of at least R26 million where a letter of intent was submitted.

Desirable attributes (not mandatory but recognised in evaluation):

• Track record in mechanical, electrical or turbine/generator maintenance in power-generation, petrochemical, mining or heavy-industry sector.
• In-house trade-qualified artisans (fitters, fitter-and-turners, riggers, electricians) and supervisors meeting TGS skill criteria.
• Ownership and management by black women, black youth and black people with disabilities.
• MEIBC registration, COID letter of good standing, basic SHEQ system.

B-BBEE: Valid B-BBEE certificate or sworn affidavit required (EME/QSE). Specific goals (Stage 3) award points for black women ownership, black people with disabilities ownership, black youth ownership, black women management control, and 100% black ownership.