Refurbishment and repair of oil burner 3-Way isolating valves at hendrina power station (5-Year contract)

Returnable document

• Deviation Schedule: must be completed and submitted by every bidder or manufacturer, whether or not a deviation from Eskom requirements exists. All fields on the schedule are mandatory.

Submission method, submission address, number of copies and closing time are not stated in the available document text.

Deviation Schedule

• Must be completed by all potential suppliers or manufacturers, whether or not a deviation from Eskom requirements exists.
• Mandatory entries: Eskom SAP number, product code, latest applicable Eskom specification (D-DT number and revision), product manufacturer, whether a deviation exists, supplier name, supplier representative, signature and date.
• Any offered item that does not conform to the latest applicable specification must be listed with the clause concerned and the reason for the deviation.
• All fields are mandatory.

Scope

• Refurbishment of oil burner 3-way isolating valves at Hendrina Power Station over a five-year period.

Deviation disclosure

• Bidders must record on the Deviation Schedule any offered product that does not meet the latest applicable Eskom specification, together with the clause concerned and the reason for the deviation.
• The schedule must identify the Eskom SAP number, the product code, the applicable Eskom specification number and revision, and the product manufacturer.
• The schedule must be submitted even where no deviation exists.

Returnable form

• Deviation Schedule: declares the bidder's compliance with, or deviation from, the latest applicable Eskom specification for the offered valves. All fields are mandatory.

No CSD, tax, B-BBEE, CIDB or local-content thresholds are stated in the available document text.

Communication and process

• All communication between Eskom and a bidder is in writing, in English, and only through the Eskom Representative.
• Addenda to the Invitation to Tender are published on the same platform as the original tender and form part of the tender documents.
• Open tenders are advertised on the Eskom Tender Bulletin and the National Treasury e-Tender Portal; bidders must check these platforms regularly for changes and addenda.

Enquiries

• All communication must be in writing, in English, and directed only to the Eskom Representative named in the Invitation to Tender.
• No other Eskom official may be approached.
• Requests for clarification are published with Eskom's responses on the platform where the tender was advertised, without naming the bidder.
• Bidders must allow Eskom reasonable time to respond and to make consequential adjustments before closing.
• Bidders must check the Eskom Tender Bulletin and NT e-Tender Portal regularly for clarification responses and addenda.

Submission channels

• Paper: submit the complete original tender plus one complete hard copy, each in its own package marked "ORIGINAL" and "COPY".
• E-tendering: upload and finalise the tender on the Eskom Tender Bulletin e-tendering page; no tender box deposit is accepted for e-tendering.
• Each package must show the Eskom submission address, the Invitation to Tender number, the bidder's name, physical address, email and contact telephone number of the authorised signatory.
• Packages are sealed together in an outer package marked "Confidential" carrying the same details.
• Tenders must be in English; written tenders completed in ink, not pencil.
• E-tendering documents are filed under the Technical, Commercial and Financial folders.

Deadlines and late bids

• Tenders must reach Eskom by the closing date and time; proof of posting or courier does not prove delivery.
• Late tenders are returned unopened and not accepted; the e-tendering system blocks submission after closing.
• Eskom accepts no responsibility for courier, postal or network delays, or for tenders delivered to the wrong location.

Returnables

• Acknowledgement Form: confirms receipt and states whether the bid covers the whole or part of the scope; must be submitted with the tender.
• Mandatory tender returnables: must be submitted by the closing date and time; those required for award must be in place before contract award.
• Proof of authority to act as agent: authenticated copy required where an agent bids for a principal.
• SDL&I Undertaking: must be completed and submitted by contract award or the bid is not considered.
• Designated materials and thresholds information: required by contract award.

Disqualification risks

• No original tender, or no copy of the original, in paper form.
• Any mandatory returnable missing or incomplete at closing.
• Sub-contracting 100% of the scope.
• Alterations to tender documents not initialled by all signatories; corrections made with correction fluid or tape.

Evaluation stages (in order)

1. Basic compliance: tenders failing the stated basic compliance requirements are non-responsive.
2. Mandatory returnables: a tender missing mandatory documents or information at closing is disqualified.
3. Pre-qualification criteria: applied where stipulated; Eskom will not measure the same criterion twice.
4. Functionality: scored where it is a criterion; bidders must meet the minimum threshold in the Tender Data to proceed.
5. Financial analysis: Eskom assesses financial risk; if mitigating factors are absent, insufficient or rejected, the bidder is not considered for award.
6. Price evaluation: factors such as CPA, forex, commodity exposure, unconditional discounts, technical adjustment, PV and forecast invoicing are taken into account.
7. B-BBEE: scored from the CSD report or the certificate/affidavit provided.
8. Specific goals: scored against supporting documentation.

Preference points

• PPPFA 80/20 or 90/10 system applies; price and specific goals scores are added and bidders ranked highest to lowest.
• B-BBEE level as a pre-qualification criterion: proof must be submitted at closing or the bid is disqualified; fraudulent or expired proof also disqualifies.
• For point allocation only, a missing, fraudulent or expired B-BBEE certificate/affidavit scores zero points without disqualification.
• Failing to meet specific goals or to submit proof scores zero for specific goals without disqualification.
• Objective criteria under section 2(1)(f) of the PPPFA may be applied only if stipulated in the Invitation to Tender; functionality and B-BBEE scorecard elements may not be used as objective criteria.
• Reverse e-auction may be used; where it applies, tenders must be submitted without prices and any prices included are disregarded.

Sheq

• Bidders must prove that safety, health, environmental and quality systems, policies and capabilities are in place at closing and/or contract award.
• All SHEQ costs and personnel must be reflected in the tender.

Acknowledgement

• The Acknowledgement Form must be completed and submitted with the tender, stating whether the bid covers the whole or part of the works, services or supply.
• Bidders must check the Invitation to Tender documents on receipt and notify the Eskom Representative of any discrepancy or omitted document.

Costs

• Eskom does not compensate bidders for tender preparation or submission costs, including testing needed to demonstrate compliance.

Pricing rules

• Rates and prices must include all duties, taxes (including VAT) and levies applicable 14 days before closing.
• Prices must be fixed for the contract duration, with no adjustment except as provided in the Invitation to Tender.
• Prices must be in South African Rand unless instructed otherwise; part payment in other currencies may be allowed.
• Alternative tenders are permitted only alongside a main tender and only if the Invitation to Tender allows them.
• Where reverse e-auction applies, tenders must contain no prices.

Arithmetical errors

• Amount in words prevails over figures.
• Eskom checks the highest-ranked tenders for decimal point errors, incomplete pricing schedules or bills of quantities, and multiplication or addition errors.
• Bidders must confirm tendered prices or accept Eskom's corrections; refusal leads to rejection.

Insurance and security

• Eskom's insurance may not cover the full requirement; bidders should seek qualified advice.
• Where performance security is required, the bidder must name at least two financial institutions it may approach; Eskom may reject an unsuitable institution.

Pricing

• Rates and prices must include all duties, taxes (including VAT) and levies payable by the bidder, as applicable 14 days before closing.
• Prices must be fixed for the contract duration and are not subject to adjustment except as provided in the Invitation to Tender.
• Prices must be stated in South African Rand unless the Invitation to Tender instructs otherwise; part payment in other currencies may be allowed under the selected conditions of contract.
• Alternative tenders are allowed only if a main tender is also submitted and the Invitation to Tender permits them.
• Where reverse e-auction applies, tenders must contain no prices.

Arithmetical errors

• Where figures and words differ, the amount in words prevails.
• Eskom checks the highest-ranked tenders for decimal point errors, incomplete pricing schedules or bills of quantities, and multiplication or addition errors.
• Bidders must confirm tendered prices or accept Eskom's corrections; refusal to correct or accept leads to rejection.

Security and insurance

• Where performance security is required, the bidder must name at least two financial institutions it is likely to approach; Eskom may reject an unsuitable institution.
• Insurance provided by Eskom may not cover the full requirement in the conditions of contract; bidders should seek qualified advice.
• Eskom does not compensate bidders for tender preparation or submission costs.

Eligibility

• Bidders must meet the eligibility criteria in the Tender Data and must not be restricted from doing business with Eskom or any State-Owned Company; ineligible bidders are disqualified.
• Sub-contracting 100% of the scope is not permitted and renders the bid ineligible.
• Bidders must comply with National Treasury instruction notes, CIDB regulations, dtic local content designations, PPPFA regulations, the Amended B-BBEE Codes, COIDA, the OHS Act and Eskom's SHEQ requirements.

B-bbee

• B-BBEE level is scored from the CSD report or the certificate/affidavit provided.
• Where B-BBEE level is a pre-qualification criterion, proof (certificate, CSD number or CSD report) must be submitted at closing or the bid is disqualified.
• Where sub-contracting to designated groups is a pre-qualification criterion, sub-contractors' B-BBEE status and CSD number or certificate/affidavit must be submitted at closing.
• Fraudulent or expired B-BBEE proof, or evidence of fronting, is reported to the B-BBEE Commission; the bidder may be suspended from business with State-Owned Companies for up to 10 years.

CIDB

• Where CIDB grading is a qualification criterion, bidders must be registered with the CIDB at closing, or be capable of registration within 21 working days of closing.
• Proof of CIDB registration is mandatory at closing; only proof of application may be submitted at closing, with the CIDB database printout due by contract award.

Sheq

• Bidders must prove that safety, health, environmental and quality systems, policies and capabilities are in place at closing and/or contract award; all SHEQ costs and personnel must be reflected in the tender.

Contract participation

• Contract Skills Development Goals apply to contracts of 12 months or more and to service contracts of R5 million or more, or engineering/construction or design-and-build contracts of CIDB grade 7 or higher.
• Contract Participation Goals for engaging targeted enterprises apply to General Building and Civil Engineering contracts of at least 6 months where at least 25% of the main contract could reasonably be subcontracted in the CE, EB, GB or ME classes.

Compulsory meetings

• Attendance at a site visit or clarification meeting marked compulsory is required; failure to attend disqualifies the bidder.

Other

• Bidders must not misrepresent or falsify any information, certificate, affidavit or document; doing so may disqualify the bid and lead to suspension or prosecution.
• Tenders may be rejected for influencing the process, collusion, bid rigging or fraudulent activity.

SHEQ requirements

• Bidders must prove that safety, health, environmental and quality systems, policies and capabilities are in place at closing and/or contract award; all SHEQ costs and personnel must be reflected in the tender.
• Bidders must comply with the OHS Act, COIDA and Eskom's SHEQ requirements, along with National Treasury instruction notes, CIDB regulations, dtic local content designations, PPPFA regulations and the Amended B-BBEE Codes.

CIDB and contract participation

• Where CIDB grading is a qualification criterion, registration is required at closing or capability of registration within 21 working days.
• Contract Skills Development Goals apply to contracts of 12 months or more and to service contracts of R5 million or more, or engineering/construction or design-and-build contracts of CIDB grade 7 or higher.
• Contract Participation Goals apply to General Building and Civil Engineering contracts of at least 6 months where at least 25% of the main contract could reasonably be subcontracted in the CE, EB, GB or ME classes.

Tender validity

• Tenders must remain valid for acceptance for the validity period after closing; Eskom may request an extension.
• A bidder that agrees to extend may not modify its tender; a bidder that refuses is excluded from further consideration.
• If validity expires before contracts are concluded, the process is treated as concluded without award.

Eskom's rights

• Eskom may accept or reject any variation, deviation or alternative tender, and may accept the whole or any part of a tender.
• Eskom may cancel the tender before contract conclusion and will give written reasons on request.
• Eskom may enter into mandated negotiations with one or more selected bidders.
• Eskom, its subsidiaries, shareholders, advisors, directors, employees and representatives are not liable for losses or damages arising from participation in the tender or from its amendment, termination, suspension or exclusion.
• Eskom gives no warranty as to the accuracy or completeness of tender documents.

Confidentiality

• Bidders must treat all procurement matters as confidential and use Eskom's documents only to prepare and submit the tender.
• Eskom will not disclose evaluation and comparison information until after award, unless required by law.

Contract

• The successful bidder must check the final draft contract and sign the contract documents.
• Eskom revises contract documents to reflect addenda, returnables, negotiated changes and other agreed revisions.
• Authorised signatories of both parties sign the original and one copy of the Form of Agreement.

Eskom Holdings SOC Ltd requires the refurbishment of oil burner 3-way isolating valves at Hendrina Power Station over a 5-year period, on an as-and-when-required basis. Tender number E3601GXMPHEN. Issue date 30 September 2026. Closing 23 October 2026 at 10:00. Tender validity 180 days from closing. Tender documents are issued free of charge. Note: one paragraph in the pack refers to kitchen consumables at Hendrina Power Station; the title, tender number and scope annexure confirm the 3-way isolating valve refurbishment scope.

Closing

• Date and time: 23 October 2026 at 10:00.
• Late submissions are not accepted.

Clarification meeting (non-compulsory)

• Date and time: 07 October 2026 at 10:00.
• Venue: MS Teams — https://teams.microsoft.com/meet/386001211313351?p=CGbplKjQvTo9okT3BU
• Tenderers intending to attend must confirm with the Eskom Representative, giving the name, position and contact details of each proposed attendee.
• No site clarification meeting will be held.

Clarification queries

• Deadline: 16 October 2026 at 15:00 (5 working days before the tender closing deadline).
• Requests to extend the closing date must also be made before this deadline.
• Tenderers must keep checking the advert on both the Eskom Tender Bulletin and the E-Tender site for changes and answers to queries.

Tender validity

• 180 days from the closing date and time.

Clarification meeting (non-compulsory)

• Date and time: 07 October 2026 at 10:00.
• Venue: MS Teams — https://teams.microsoft.com/meet/386001211313351?p=CGbplKjQvTo9okT3BU
• Tenderers must confirm their intention to attend with the Eskom Representative, giving the name, position and contact details of each proposed attendee.
• No site clarification meeting will be held.
• Where a site or clarification meeting is stipulated as mandatory or compulsory, non-attendance results in disqualification and the tender is not evaluated.

Clarification queries

• Written queries must reach Eskom before 16 October 2026 at 15:00, which is 5 working days before the tender submission deadline.
• Requests for a closing date extension must also be made before this deadline.
• Tenderers are responsible for continuously checking the advert on both the Eskom Tender Bulletin and the E-Tender site for changes and answers to queries.

Eskom Representative

• Name: Berlina Kubheka
• Role: Eskom Representative (all queries and clarifications)
• Telephone: 013 296 3779
• Email: [email protected]
• All queries and clarifications must be addressed in writing to the Eskom Representative; no other Eskom official may be approached.

Fraud and corruption reporting

• Telephone: 0800 11 2722
• Email: [email protected]

Submission

• Method: electronic upload to the Eskom Tender Bulletin e-tendering site
• Site: https://tenderbulletin.eskom.co.za

Service delivery

• Hendrina Power Station, Mpumalanga

Submission method

• Electronic submission only, via the Eskom Tender Bulletin e-tendering site (https://tenderbulletin.eskom.co.za).
• No hard copies are accepted; zip or condensed files may not be uploaded.
• All documents must be in PDF and uploaded under the Technical, Commercial, Financial and other folders. Upload limit: 500 MB per document, 4 GB per submission.
• The price list must be submitted in PDF.
• The submission status must be indicated as complete.
• If a tender is resubmitted, only the latest version is accepted and all earlier submissions become null and void.
• Late tenders are not accepted. There is no public tender opening and prices are not read out.

Returnable documents (complete, sign where required, upload by the closing deadline)

• Annexure A – Authorisation Form: confirms the named signatory may bind the tenderer.
• Annexure B – Acknowledgement Form.
• Annexure C – Tenderer's Particulars.
• Annexure D – Integrity Declaration Form; the Supplier Integrity Pact must be read on the Eskom Tender Bulletin.
• Annexure E – CPA Requirements for Local Goods/Services.
• Annexure F – CPA(IG) for Foreign Goods/Services, if applicable.
• Annexure G1–G4 – SBD 6.2 Declaration Certificate for Local Production and Content, with the Local Content Declaration Summary Schedule (G2), Imported Content Declaration Supporting Schedule (G3) and Local Content Declaration Supporting Schedule (G4); applicable where designated materials are included.
• Annexure H – SBD 1 Invitation to Bid: the offer cover page, required from all tenderers including foreign suppliers.
• Annexure I – SBD 6.1 Preference Points Claim Form under the PPPFA 2022 regulations.
• Annexure J – SBD 4 Bidders Disclosure: discloses directors' and shareholders' interests and any state employment links.
• E-tendering Help Manual acknowledgement form.
• Completed NEC or other Contract, plus the completed Pricing Schedule if it is not already contained in the contract.

Returnable categories

• Disqualifiable: must be fully completed, signed where required and submitted at closing, failing which the tender is disqualified.
• Non-disqualifiable: if missing or incomplete at closing, the Procurement Practitioner requests them in writing and the tenderer has 5 working days to comply, failing which the tender is disqualified. The 5-day period does not apply to CIDB proof of grading.
• Required at closing for evaluation: not requested later; failure to submit scores zero rather than disqualifying the tenderer.
• Required prior to contract award.

Joint ventures

• A letter of intent or valid JV/consortium agreement confirming each partner's rights, obligations and profit-sharing ratios.
• Written confirmation that the JV will operate as a single incorporated business entity for the contract duration.
• Details of a single designated bank account in the JV's name, independent of the individual partners.

Returnables to be submitted

• Annexure A – Authorisation Form: confirms the signatory may bind the tenderer.
• Annexure B – Acknowledgement Form.
• Annexure C – Tenderer's Particulars.
• Annexure D – Integrity Declaration Form; the Supplier Integrity Pact must be read on the Eskom Tender Bulletin.
• Annexure E – CPA Requirements for Local Goods/Services.
• Annexure F – CPA(IG) for Foreign Goods/Services, if applicable.
• Annexure G1–G4 – SBD 6.2 Declaration Certificate for Local Production and Content, with the Local Content Declaration Summary Schedule (G2), Imported Content Declaration Supporting Schedule (G3) and Local Content Declaration Supporting Schedule (G4); applicable where designated materials are included.
• Annexure H – SBD 1 Invitation to Bid: the offer cover page, required from all tenderers including foreign suppliers.
• Annexure I – SBD 6.1 Preference Points Claim Form under the PPPFA 2022 regulations.
• Annexure J – SBD 4 Bidders Disclosure: discloses directors' and shareholders' interests and state employment links.
• E-tendering Help Manual acknowledgement form.
• Electronic copy of the tender in PDF, with the price list in PDF.
• Completed NEC or other Contract, and the completed Pricing Schedule if not already in the contract.

Returnable categories

• Disqualifiable: must be fully completed, signed where required and submitted at closing, failing which the tender is disqualified.
• Non-disqualifiable: if missing or incomplete at closing, the Procurement Practitioner requests them in writing and the tenderer has 5 working days to comply, failing which the tender is disqualified. The 5-day period does not apply to CIDB proof of grading.
• Required at closing for evaluation: not requested later; failure to submit scores zero rather than disqualifying the tenderer.
• Required prior to contract award.

Joint ventures

• Letter of intent or valid JV/consortium agreement confirming each partner's rights, obligations and profit-sharing ratios.
• Written confirmation that the JV will operate as a single incorporated business entity for the contract duration.
• Details of a single designated bank account in the JV's name, independent of the individual partners.

Tax

• Certified tax clearance certificate from foreign tenderers with a South African footprint that are not on CSD and have no SARS pin, and from local tenderers without a SARS e-filing PIN for verification and/or without a CSD profile or CSD number.
• Foreign suppliers with no South African footprint must complete SBD 1 but need no proof of tax compliance.

Mandatory contractual requirement

• Proof of valid and current CSD registration (CSD number or CSD report).

Financial due diligence

• Latest approved annual financial statements of the tendering company itself (not the parent or ultimate holding company); draft statements and management accounts are not accepted. They must include company background, a signed director's report, a signed auditor's/reviewer's/compiler's/accounting officer's report, statement of financial position, statement of comprehensive income, statement of changes in equity, statement of cash flows and notes.
• Unaudited South African entities must also submit a signed public interest score showing the actual score, whether the company is owner-managed and whether the statements were externally prepared, plus copies of ITA34C for the current and previous years of assessment.
• Each partner in an unincorporated JV or SPV must submit its own annual financial statements covering all the above items.

Evaluation stages

• Eligibility and basic compliance screening, then functionality, then price and specific goals.
• Basic compliance requires meeting the eligibility criteria, submitting a complete tender with commercial, financial and technical information, and submitting the mandatory returnables by the stated deadlines.

Functionality

• Mandatory criteria: weight 0 (none applicable).
• Qualitative criteria: weight 100%.
• Minimum qualifying score: 70%. Tenderers below the threshold are disqualified.

Technical evaluation (100 points)

• Criteria 1 – Company Experience: 70%.
• Completed orders and delivery notes for overhauling and pressure testing of hydraulic valves in the past 5 years, evidenced by signed-off data books with signed QIPs/QCPs, inspection reports, pressure testing certificates, calibration certificates where applicable and personnel qualifications (15%): 0 orders = 0 points; more than 0 but fewer than 3 = 2; 3 to fewer than 5 = 4; 5 or more = 5.
• Detailed method statement covering overhauling, testing, handling, transportation and storage of fuel oil 3-way valves from order received to order delivery (30%): not submitted or off-scope = 0; basic or vague = 2; clear with minor errors covering most of the scope = 4; detailed, comprehensive and covering the full scope = 5.
• Quality Control Plan covering planning, overhauling, testing and delivery (10%): not submitted or off-scope = 0; basic or vague = 2; clear and covering most of the scope but missing some hold or witness points = 4; detailed with all hold points and full scope coverage = 5.
• Staff qualifications and CVs (10%): organogram, CVs and certified qualification copies for an Engineer/Technician/Technical Manager with at least B.Eng, B.Sc or B.Tech Mechanical and 5 years' experience, qualified fitters with a Trade Test Certificate and at least 2 years' experience, and semi-skilled fitters with Grade 10 and 2 years' valve experience (or 5 years' oil/hydraulic valve experience without Grade 10). None submitted or uncertified copies = 0; organogram and CVs missing professions or experience levels = 2; all professions with relevant qualifications and 2–4 years' experience with adequate fitter experience = 4; all professions, qualifications and adequate experience = 5.
• Criteria 2 – Supplier's premises where the work will take place: 30%.
• Workshop evaluation (30%): signed letter listing company assets including lapping kits, a valve test bench, general lapping machines and a lathe; the workshop physical address must be given and Eskom site visits permitted. No functional workshop = 0; workshop with poor housekeeping and no required equipment or qualified personnel = 2; workshop with some required equipment including the valve test bench, supported by the assets letter and a workshop visit = 4; functional workshop with all required equipment, supported by the assets letter and a workshop visit = 5.
• The workshop evaluation is carried out only if the tenderer scores at least 40% in Criteria 1 (Company Experience); it is then scored as part of the technical evaluation.

Price and preference points

• Price is scored out of 90 or 80 points; specific goals out of 10 or 20 points under the PPPFA.
• Prices are evaluated inclusive of VAT, corrected for arithmetical errors, excluding contingencies in any bill of quantities or activity schedule, adjusted for acceptable variations, deviations or alternative tenders, and compared on the net present value of each adjusted tender based on the tendered programme (if provided) and prices, the estimated effect of price adjustment factors and exchange rate fluctuations, and other uncertainty and risk parameters.
• Unconditional discounts count for evaluation; conditional discounts do not, but are applied when payment is made.
• Tenderers are ranked by adding the price score and the specific goals score and ordering from highest to lowest.
• Objective criteria apply: Eskom may award to a tenderer other than the highest scorer where objective criteria justify it. Meeting the objective criteria is a condition for contract award, and failing them may lead to the second-ranked tenderer being recommended.
• Reverse e-auction is not applicable.
• Alternative tenders are not allowed.

Scope

• Refurbishment of oil burner 3-way isolating valves at Hendrina Power Station, on an as-and-when-required basis, for a period of 5 years.
• Work covers overhauling, pressure testing, handling, transportation and storage of fuel oil 3-way valves, from order placement by Eskom through to delivery.
• The tender is for the whole of the contract; alternative tenders are not allowed.

Workshop and equipment

• A functional workshop is required, with a physical address that must be provided and made available for Eskom site visits.
• Required assets include lapping kits, a valve test bench, general lapping machines and a lathe machine, confirmed by a signed company assets letter.

Personnel

• Engineer/Technician/Technical Manager: at least B.Eng, B.Sc or B.Tech in Mechanical Engineering with 5 years' experience.
• Qualified fitters: Trade Test Certificate with at least 2 years' experience.
• Semi-skilled fitters: Grade 10 with 2 years' valve experience, or 5 years' oil/hydraulic valve experience where Grade 10 is not held.

Technical submission requirements

• Detailed method statement and Quality Control Plan as set out in the evaluation criteria.
• The Scope of Work and the Tender Technical Evaluation Strategy documents are required under the functionality/technical criteria.
• Cataloguing: the successful tenderer may have to provide cataloguing information per item after award and label all delivered materials to Eskom's labelling specification; where required, the Pricing Schedule must include a cataloguing line item, which Eskom pays for.

Tenderers must submit a detailed, comprehensive method statement covering, at minimum, the overhauling, testing, handling, transportation and storage of fuel oil 3-way valves from the moment Eskom places an order through to delivery. A detailed Quality Control Plan must also be submitted, showing how quality is assured through the planning, overhauling, testing and delivery phases for the sourcing, supply and delivery of spares as per the scope of work.

Company experience (15% of technical score)

• Completed orders and delivery notes for overhauling and pressure testing of hydraulic valves in the past 5 years.
• Evidence: signed-off data books containing signed QIPs/QCPs with all relevant inspection reports, pressure testing certificates, calibration certificates where applicable, and personnel qualifications.
• Scoring: 0 orders = 0 points; more than 0 but fewer than 3 = 2; 3 to fewer than 5 = 4; 5 or more = 5.

Staff qualifications and CVs (10% of technical score)

• Company organogram, personnel CVs and certified copies of qualifications.
• Engineer/Technician/Technical Manager: at least B.Eng, B.Sc or B.Tech Mechanical with 5 years' experience.
• Qualified fitters: Trade Test Certificate with at least 2 years' experience.
• Semi-skilled fitters: Grade 10 with 2 years' valve experience, or 5 years' oil/hydraulic valve experience without Grade 10.
• Scoring: nothing submitted or uncertified copies = 0; organogram and CVs missing professions or experience levels = 2; all professions with relevant qualifications and 2–4 years' experience with adequate fitter experience = 4; all professions, qualifications and adequate experience = 5.

Workshop (30% of technical score)

• Signed letter listing company assets including lapping kits, a valve test bench, general lapping machines and a lathe machine.
• The workshop physical address must be provided and Eskom site visits permitted.
• Scoring: no functional workshop = 0; poor housekeeping and no required equipment or qualified personnel = 2; some required equipment including the valve test bench, supported by the assets letter and a workshop visit = 4; functional workshop with all required equipment, supported by the assets letter and a workshop visit = 5.
• The workshop evaluation is conducted only where the tenderer scores at least 40% in Company Experience.

Quality Category 2 requirements apply.

Section A – Quality management system (ISO 9001)

• Quality method statement based on the scope (Method Statement Template Ref 240-126469599).
• Quality policy approved by top management.
• Quality objectives approved by top management.

Section B – Documented information

• Organisation chart and responsibility matrix covering defined roles, responsibilities and authorities, including the quality management function (Clause 5.3 of ISO 9001:2015).
• Control of externally provided processes, products and services, including criteria for evaluation, selection, performance monitoring and re-evaluation of external providers (Clause 8.4 of ISO 9001:2015).

Section E – User-defined additional requirements (Ref 240-105658000)

• Customer-specific requirements and other standards may be listed and evaluated.
• Form A must be completed and signed.
• Further requirements may be added as per the scope of work or specification.

Other

• Additional safety and quality documents may be required per the scope of works, referring to the OHS tender returnable (Low Risk).

Pricing submission

• A completed Pricing Schedule must be submitted in PDF where it is not already contained in the NEC or other Contract.
• Upload limit: 500 MB per document, 4 GB per submission.
• Alternative tenders are not allowed.

Cataloguing

• Where cataloguing is required, the Pricing Schedule must include a line item for cataloguing, which tenderers must quote for; Eskom pays for cataloguing.

Evaluation of price

• Prices are evaluated inclusive of VAT, corrected for arithmetical errors, excluding contingencies in any bill of quantities or activity schedule, and adjusted for acceptable variations, deviations or alternative tenders.
• Unconditional discounts count for evaluation; conditional discounts do not, but are applied at payment.
• Price is scored out of 90 or 80 points, with specific goals scored out of 10 or 20 points under the PPPFA.

Pricing

• A completed Pricing Schedule must be submitted in PDF if it is not already contained in the NEC or other Contract.
• Prices are evaluated inclusive of VAT and corrected for arithmetical errors; contingencies in any bill of quantities or activity schedule are excluded.
• Unconditional discounts are taken into account for evaluation; conditional discounts are not, but are applied at payment.

Payment terms

• Contracts below R50 000 000 including VAT: payment within 30 days of receipt of undisputed invoices.
• Contracts above R50 000 000 including VAT: payment within 60 days of receipt of undisputed invoices.

Security for performance

• Where a performance bond or demand guarantee is required, the tenderer must name at least two financial institutions it is likely to approach, chosen from Eskom's list of approved financial institutions.

Financial capacity evidence

• Latest approved annual financial statements of the tendering company itself (not the parent or ultimate holding company); draft statements and management accounts are not accepted. They must include company background, a signed director's report, a signed auditor's/reviewer's/compiler's/accounting officer's report, statement of financial position, statement of comprehensive income, statement of changes in equity, statement of cash flows and notes.
• Unaudited South African entities must also submit a signed public interest score showing the actual score, whether the company is owner-managed, and whether the statements were externally prepared, plus copies of ITA34C for the current and previous years of assessment.
• Each partner in an unincorporated JV or SPV must submit its own annual financial statements covering all the above items.

Other

• Eskom may negotiate with preferred bidders after the competitive process if tendered prices are not market-related.
• Contractual requirements that may apply include SHEQ requirements, financial viability, SDL&I requirements and CSI of 1%.

Eligibility

• Tenderers (single companies, or incorporated or unincorporated JVs/consortia) must meet the Tender Data eligibility criteria, and neither the tenderer nor its principals may be restricted from doing business with Eskom or other State-Owned Companies.
• Ineligible: nationality of a country on an international sanctions list (also applies to proposed subcontractors and suppliers); submitting more than one tender individually or as a JV/consortium partner; a JV/consortium agreement that does not state joint and several liability; a conflict of interest (common controlling partner or majority shareholder, or a relationship giving access to or influence over another bid or over Eskom's decisions); a tender signed by an unauthorised person; restriction by National Treasury; listing on the Tender Defaulters list; subcontracting 100% of the scope.
• Eskom disqualifies tenderers that fail the eligibility criteria.

Mandatory contractual requirement

• Proof of valid and current CSD registration (CSD number or CSD report).

Tax

• A certified copy of a tax clearance certificate is required from foreign tenderers with a South African footprint that are not registered on CSD and have no SARS pin, and from local tenderers that have not provided a SARS e-filing PIN for verification and/or a CSD profile or CSD number.
• Foreign suppliers with no South African footprint must complete SBD 1 but need no proof of tax compliance.

B-bbee

• Evidence of B-BBEE status is a B-BBEE status level certificate issued by an authorised body or person, a sworn affidavit prescribed by the B-BBEE Codes of Good Practice, or another requirement prescribed under the B-BBEE Act.
• Points under the 90/10 system / 80/20 system: Level 1 = 10/20; Level 2 = 9/18; Level 3 = 6/14; Level 4 = 5/12; Level 5 = 4/8; Level 6 = 3/6; Level 7 = 2/4; Level 8 = 1/2; non-compliant = 0/0.
• Failing to submit evidence of a specific goal claim does not disqualify a tenderer but scores zero for that goal.

Local content

• SBD 6.2 and the Local Content Declaration Summary Schedule are returnable where applicable; designated sectors apply.

Safety (additional contractual requirement)

• Annexure B acknowledgement of Eskom's OHS legal and other requirements, signed and submitted.
• OHS plan addressing the scope's OHS risks and aligned with the health and safety specification.
• Baseline OHS Risk Assessment covering Safety, Health and Environmental risks, including the risk assessment methodology.
• Valid Letter of Good Standing (COIDA or equivalent).
• OHS policy signed by the CEO and complying with Section 7 of the OHS Act.

Quality (additional contractual requirement)

• Quality Category 2: ISO 9001-based quality management system documentation, quality method statement, quality policy and objectives approved by top management, organisation chart and responsibility matrix including the quality management function, and documented control of externally provided processes, products and services.

Other

• CIDB grading, Contract Skills Development Goals and Contract Participation Goals are not applicable.
• Environmental requirements are not applicable to this supply and delivery contract.
• Main contractors are discouraged from subcontracting to their own subsidiaries (possible fronting); any such subcontracting must be declared in the tender.

Specific goals are evaluated under the PPPFA and scored out of 10 or 20 points. Failing to submit evidence of a specific goal claim does not disqualify a tenderer, but scores zero for that goal, which affects its PPPFA scoring and ranking.

B-BBEE status levels and points (90/10 system / 80/20 system)

• Level 1: 10 / 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 / 0

Evidence of B-BBEE status

• A B-BBEE status level certificate issued by an authorised body or person, or a sworn affidavit prescribed by the B-BBEE Codes of Good Practice, or any other requirement prescribed under the B-BBEE Act.

Local content

• SBD 6.2 and the Local Content Declaration Summary Schedule are returnable where applicable; designated sectors apply.

Other

• Contract Participation Goals and CIDB Contract Skills Development Goals are not applicable.
• Main contractors are discouraged from subcontracting to their own subsidiaries, as this may be seen as subcontracting with themselves or fronting; any such subcontracting must be declared in the tender documents.

Safety is an additional contractual requirement supported by the OHS tender returnable (Low Risk).

Required submissions

• Annexure B: acknowledgement of Eskom's OHS legal and other requirements, signed and submitted by the tenderer.
• OHS plan addressing the project's OHS risks and aligned with the health and safety specification or requirements.
• Baseline OHS Risk Assessment identifying, assessing and managing Safety, Health and Environmental risks for the scope, including the risk assessment methodology.
• Valid Letter of Good Standing (COIDA or equivalent).
• OHS policy signed by the CEO and complying with Section 7 of the OHS Act.

Mandatory contractual requirement

• Proof of CSD registration must be included in the tender.

Additional contractual requirements that may apply

• SHEQ requirements; financial viability (financial statements); SDL&I requirements; CSI of 1%; and any others stipulated.
• These are not evaluation criteria. They are assessed after evaluation and ranking, and proof of compliance must be submitted before contract award. Missing them by the stated deadlines may render the tenderer non-responsive and ineligible for award.

Security for performance

• Where a performance bond or demand guarantee is required, the tenderer must name at least two financial institutions it is likely to approach from Eskom's approved list.

Payment

• Below R50 000 000 including VAT: payment within 30 days of undisputed invoices.
• Above R50 000 000 including VAT: payment within 60 days of undisputed invoices.

Other conditions

• The tender is for the whole of the contract.
• Eskom may negotiate with preferred bidders if tendered prices are not market-related.
• Cataloguing may be required after award, with materials labelled to Eskom's specification and a cataloguing line item quoted in the Pricing Schedule.
• The Eskom Standard Conditions of Tender are available at www.eskom.co.za; the Tender Data takes precedence where the two conflict.
• This is an open Invitation to Tender. CIDB requirements, Contract Skills Development Goals, Contract Participation Goals and environmental requirements are not applicable.

Eligibility

• Tenderers, whether a single company or an incorporated or unincorporated JV/consortium, must meet the Tender Data eligibility criteria, and neither the tenderer nor its principals may be restricted from doing business with Eskom or other State-Owned Companies.
• Ineligible: nationality of a country on an international sanctions list (also applies to proposed subcontractors and suppliers); submitting more than one tender individually or as a JV/consortium partner; a JV/consortium agreement that does not state joint and several liability; a conflict of interest (common controlling partner or majority shareholder, or a relationship giving access to or influence over another bid or over Eskom's decisions); a tender signed by an unauthorised person; restriction by National Treasury; listing on the Tender Defaulters list; subcontracting 100% of the scope.
• Eskom disqualifies tenderers that fail the eligibility criteria.

Basic compliance

• Meet the eligibility criteria.
• Submit a complete tender with commercial, financial and technical information.
• Submit the mandatory commercial returnables by the stipulated deadlines; failure to upload tender documents renders the tender non-responsive.
• A tenderer that does not submit mandatory documents, or the complete information required in them, by the deadlines is deemed non-responsive.

Submission rules

• Electronic submission via the Eskom Tender Bulletin e-tendering page only; no hard copies and no zip or condensed files.
• All documents in PDF; upload limit 500 MB per document and 4 GB per submission; the price list must be in PDF.
• On resubmission only the latest version is accepted and earlier submissions are null and void; the submission status must be indicated as complete.
• Late tenders are not accepted. Tender opening is not public and prices are not read out.
• Alternative tenders are not allowed.

Functionality applies with mandatory criteria (weight 0), qualitative criteria (weight 100%) and a minimum qualifying score of 70%; tenderers below the threshold are disqualified. Technical scoring out of 100: Company Experience 70% (completed orders and delivery notes for hydraulic valve overhauling and pressure testing in the past 5 years, 15%; detailed method statement, 30%; Quality Control Plan, 10%; staff qualifications and CVs, 10%) and Supplier's premises 30% (workshop evaluation, carried out only where the tenderer scores at least 40% in Company Experience). Price is scored out of 90 or 80 points and specific goals out of 10 or 20 points under the PPPFA; the two scores are added and tenderers ranked from highest to lowest. Objective criteria apply and are a condition for contract award, so failing them may lead to the second-ranked tenderer being recommended. Reverse e-auction is not applicable.

The contract covers the refurbishment of oil burner 3-way isolating valves at Hendrina Power Station (Materials Management Department) over a 5-year term.

It is let under the NEC3 Term Service Contract (TSC3), April 2013 edition, between Eskom Holdings SOC Ltd and the successful bidder.

Employer

• Eskom Holdings SOC Ltd (Reg No. 2002/015527/30)
• Address: Megawatt Park, Maxwell Drive, Sandton, Johannesburg
• Telephone: 011 800 8000

Service Manager

• Address: Impala Road, Pullenshope, 1096

Adjudicator (Option W1)

• Selected from the ICE-SA Division panel of adjudicators; if the parties cannot agree, appointed by the Arbitration Foundation of Southern Africa (AFSA).

Returnable documents

• Form of Offer and Acceptance (C1.1): signed by a duly authorised representative of the bidder, offering to perform all Contractor obligations under the contract.
• Schedule of Deviations: records any agreed amendments; no other deviations from the tender documents are valid.
• CIDB registration number: must be entered on the Form of Offer.

Post-award obligations

• Within two weeks of receiving the completed agreement, the Contractor must contact the Employer's agent to arrange delivery of securities, bonds, guarantees, proof of insurance and other required documentation.
• The agreement takes effect when the Contractor receives one fully completed and signed original copy, including the Schedule of Deviations.
• Alternative tenders require a separate copy of the Form of Offer and Acceptance.

Scope

• Refurbishment of oil burner 3-way isolating valves at Hendrina Power Station, Materials Management Department.
• Affected Property: Hendrina Power Station oil burners.
• Service Information is contained in Part 3: Scope of Work and the drawings and documents it references.

Contract structure

• NEC3 Term Service Contract (TSC3), April 2013 edition.
• Main Option A: priced contract with price list.
• Dispute resolution Option W1.
• Secondary options: X1 (price adjustment for inflation), X2 (changes in law), X17 (low service damages), X18 (limitation of liability), X19 (Task Order), Z (additional conditions).
• Service period: 60 months.
• Period for reply: 2 working days.
• Contractor submits a first plan for acceptance within 2 working days after the Contract Date.

Pricing

• Option A priced contract with price list; the offer states the total of the Prices exclusive of VAT, VAT at 15%, and the total inclusive of VAT.
• Currency: South African Rand.
• Price adjustment for inflation (X1) uses SEIFSA indices: 30% mechanical, 50% labour rates, 5% transport, 15% non-adjustable.

Payment

• Assessment interval: monthly.
• Payment period: 30 days.
• Interest: publicly quoted prime rate of the Standard Bank of South Africa (365-day year); LIBOR for amounts due in other currencies.
• Tax invoice must be submitted within one week of receiving a payment certificate; late submission extends the payment date.
• Employer's VAT number 4740101508 must appear on each invoice.

Liability

• Contractor's liability for indirect or consequential loss: limited to R0.00.
• Contractor's total liability (other than excluded matters): limited to the total of the Prices.
• Employer's liability for the Contractor's indirect or consequential loss: limited to R0.00.

Insurance

• Contractor provides Insurance Table A cover (loss or damage to the Employer's property, Plant and Materials, Equipment; third-party property damage and bodily injury; employee injury).
• Employer provides Insurance Table B cover (Assets All Risk, Contract Works, Environmental Liability, General and Public Liability, Transportation, Motor Fleet, Terrorism, Cyber, Nuclear).

Registration and status

• CIDB registration number must be provided on the Form of Offer.
• B-BBEE: the Contractor must notify the Employer within 7 days of any change in B-BBEE status and submit an updated verification certificate within 30 days; a decrease in status may lead to renegotiation or termination.

Health, safety and environment

• If appointed Principal Contractor, the Contractor must comply with the Construction Regulations 2014 under the Occupational Health & Safety Act 85 of 1993; prices must include the cost of compliance.
• Compliance with all applicable environmental laws is required, including by subcontractors.

Ethics

• No prohibited action (coercive, collusive, corrupt, fraudulent or obstructive) may be taken during procurement or execution; the Employer may terminate for breach and the Contractor must co-operate with investigations.

Other

• No cession, delegation or assignment without the Employer's written consent.
• Confidentiality of contract information must be maintained; images of the Affected Property require prior written consent of the Service Manager.
• Compensation events must be notified within 8 weeks of becoming aware of them.

Scope

• Refurbishment of oil burner 3-way isolating valves at Hendrina Power Station, carried out over a five-year period.

Quality control plan (QCP / ITP)

• The contractor must prepare a quality control plan or inspection and test plan and have it approved before the related work proceeds.
• Each activity line records the activity description and requirement, the date, the intervention point, whether the activity is statutory or non-statutory, the inspection and test method, the controlling document, the acceptance criteria and the records to be kept.
• Inspection and test methods may include visual examination, microscopy, non-destructive testing, liquid or dye penetrant, magnetic particle and eddy current testing.
• Acceptance criteria cover functionality requirements, performance measures, regulatory compliance and chemical testing.

Intervention points

• Hold point: the activity may not proceed until the nominated party releases it.
• Witness point: the activity is inspected in the presence of the nominated party, either on every unit or on a sample.
• Surveillance and verification points apply where specified.
• Document review points require approval, or information only, from the nominated party.
• Testing and inspection may be applied at 100% or on a sample basis.

Approval and inspection parties

• The plan is approved by the contractor or supplier, the subcontractor where applicable, Eskom, and the Approved Inspection Authority where applicable.
• Third-party inspection (TPI) and notification body (NOBO) involvement applies where indicated.

Quality control plan

• A QCP/ITP must be approved by the contractor or supplier, the subcontractor where applicable, Eskom, and the Approved Inspection Authority where applicable before the related activity proceeds.
• Every activity must be classified as statutory or non-statutory.
• Inspection and test records must be kept for each activity covered by the plan.

Eskom's eTendering system is a web-based portal through which suppliers upload bids for tenders advertised on the Tender Bulletin, replacing physical delivery to Eskom tender offices. Suppliers must register before access is granted; a one-time PIN is sent to the registered cellphone and email. Tenders are viewed on the Tender Bulletin site (https://tenderbulletin.eskom.co.za) and submitted through https://eTendering.eskom.co.za. A CSD number is required for access.

Submission channel

• Bids are submitted electronically through Eskom's eTendering portal at https://eTendering.eskom.co.za; physical delivery to Eskom tender offices has been replaced by online upload.
• Tenders are advertised on the Tender Bulletin at https://tenderbulletin.eskom.co.za, which links through to the eTendering portal.
• A valid CSD number is required before the portal can be accessed.

Registration and access

• Suppliers must register on the portal before bidding; registration requires a contact number in +27 format, a robot-verification check and email verification.
• Login uses the registered email address and password, followed by a one-time PIN sent to the registered cellphone and email.

Uploading a bid

• Select the tender reference number, open the tender information page and create a new submission.
• Each file must be given a name and assigned a category (for example Technical, Commercial or Finance) before upload.
• Maximum file size: 50MB per file; maximum combined upload: 900MB.
• Confirm that every required document is uploaded before finalising; the bid is only submitted once 'Finalise and Close Submission' is clicked.
• A confirmation email listing the submitted documents and a submission ID is issued after finalisation; retain this email for later enquiries.

Support

• Difficulties with the Tender Bulletin, eTendering or OpenText systems must be raised with the buyer responsible for the published tender.

Uploading bid documents

• Files are added individually: give each file a name, assign its category (Technical, Commercial, Finance or similar), select the file and upload it.
• Every document must be uploaded under the correct category.
• Maximum file size: 50MB per file; maximum combined upload: 900MB.
• Verify that all required documents are present before clicking 'Finalize Submission'.
• Confirm the submission via 'Finalise and Close Submission'; use 'No, continue adding files' to add more documents first.
• After finalisation the page displays the submitted documents with a submission and closing timestamp.
• Submitted bids can be reviewed under 'My Submissions' using 'View Submission'.
• A confirmation email listing the submitted documents is sent to the submitter; keep it, together with the submission ID, for future enquiries.

CSD registration

• A valid CSD number is required to access the Eskom eTendering system and to submit a bid.

Returnable document identified in the bid pack:

• Declaration of Shareholding and Directorship (Part T2 returnable documents, T2.2 Tender Schedules): must be completed, signed and dated by the bidder's authorised representative, disclosing the company or trust name, registration number, all shareholders or beneficiaries and their share percentages.

No submission channel, submission address, closing time, copy count or packaging instruction is stated in this document.

Refurbishment of oil burner 3-way isolating valves at Hendrina Power Station, Mpumalanga, over a five-year contract period.

No further scope, quantities, standards, service levels or delivery locations are stated in this document.

Shareholding disclosure

• The bidder must declare every individual and company holding shares or a beneficial interest in the bidding entity, with registration numbers and percentage holdings.
• The bidder must state whether any declared shareholder or beneficiary is employed by Eskom Holdings or its subsidiaries, or is a close family member of such an employee.
• Where such a relationship exists, the position held at Eskom, the nature of the relationship and the shareholder's interest in the bidding entity must be disclosed.
• Close family member covers relations by birth, marriage or similar relationship, including domestic partnership, adoption and guardianship.

No CSD registration, tax compliance, B-BBEE level, CIDB grading or professional registration requirement is stated in this document.

The document is a Contract Quality Plan (CQP) template that the bidder must complete and submit. It guides the supplier in identifying and planning how the client's quality expectations and requirements will be met for the contract.

Purpose

• Sets out the structure and content the bidder's quality plan must follow for the refurbishment of oil burner 3-way isolating valves at Hendrina Power Station over five years.
• Aligns with the guidelines for quality plans in SANS 466:2005 Edition 1 and ISO 10005:2005 Edition 2.

Returnable document

• Contract Quality Plan (CQP): the tenderer must complete the CQP template and submit it with the bid.

Completion and sign-off

• The CQP is compiled by the tenderer's representative at Revision 0 during tender evaluation and becomes Revision 1 after contract signature.
• The CQP must be approved by the owner of the bidding organisation.
• Eskom's review, acceptance and approval fields are left blank and completed only after award.
• Contract name, Eskom enquiry/contract number and the supplier's own details are completed by the tenderer; commencement and completion dates are left blank until award.

The contract covers refurbishment of oil burner 3-way isolating valves at Hendrina Power Station over a five-year period. The bidder must submit a Contract Quality Plan describing how quality will be managed across the contract.

Required CQP content

• Scope of work, communication channels between supplier and Eskom, and a contract organogram showing roles, responsibilities and the QA and QC functions.
• Index of interfacing documents: work instructions, processes, policies, procedures, industry standards, specifications and drawings.
• List of suppliers and sub-suppliers, including materials and components to be purchased and activities to be outsourced, with selection criteria and post-award monitoring arrangements.
• Interface between sub-suppliers' quality management systems and the supplier's QMS.
• Index of items to be manufactured, refurbished or newly purchased, with descriptions, production schedule and whether produced in-house or outsourced.
• Items and activities requiring a Quality Control Plan / Inspection and Test Plan (QCP/ITP), both offsite and onsite, including compilation, review, implementation and compliance monitoring.
• Processes needing special controls under manufacturing or fabrication codes, such as welding and NDT/NDE, with the quality control activities to be performed for each deliverable.
• Index of documented information to be submitted to Eskom during the project: method statements and safe working procedures, inspection reports, signed-off QCPs, technical assurance reports, warranty certificates, material certificates, dimension reports and test reports.
• Records control and retention, including identification, completion, retention and disposal, with an indexed and cross-referenced filing system.
• Concession management, non-conformance (defects, repair and rework) management, and inspection management processes.
• Databook management, including databook index and operating and maintenance manual where applicable.
• Management of working tools and equipment, with calibration, maintenance or test status for each item.
• Handling of customer property, product preservation (identification, handling, contamination control, packaging, storage, transport and protection), and identification and traceability for activities affected by statutory and regulatory requirements.
• Commissioning and post-delivery activities, including warranty period and conditions, customer satisfaction measurement, technical support, defect correction period and retention funds.

Reference standards

• Guidelines for quality plans: SANS 466:2005 Edition 1 and ISO 10005:2005 Edition 2.
• Customer property handling must follow the latest ISO 9001 requirements.

Contract Quality Plan

• A completed CQP is required as part of the bid; it must be approved by the owner of the bidding organisation and is subject to Eskom review and acceptance after award.

Standards referenced

• SANS 466:2005 Edition 1 and ISO 10005:2005 Edition 2 for quality plan guidelines.
• Latest ISO 9001 requirements for dealing with customer property.

No CSD registration, tax status, B-BBEE level, CIDB grading or local content thresholds are stated in the document.

No compulsory CIDB training applies to this contract; the Construction Skills Development Goal percentage is not applicable and no CSDG target is set.

Closing: 23 October 2026 at 10:00

B-BBEE improvement or retention plan: due within 30 days of signing the contract

SDL&I Implementation Schedule: due within 28 days of contract award

SDL&I compliance reports: submitted quarterly

Eskom review of SDL&I reports: within 30 days of receipt

Returnable documents

• SBD 6.2 (Declaration for Local Production and Content) and Annex C (Local Content Declaration – Summary Schedule): mandatory where the designated-sector threshold applies.
• SDL&I Implementation Schedule: completed and returned to the SDL&I representative within 28 days of contract award.
• Quarterly SDL&I compliance reports: submitted to Eskom using the Data Collection Template.
• B-BBEE improvement or retention plan: submitted within 30 days of signing the contract.
• Preference-point documents: valid B-BBEE certificate or affidavit, proof of ownership/shareholding, certified ID copies of shareholders, and proof of disability where applicable.

Preference point system

• 90/10 or 80/20 system applies, with a maximum of 10 (90/10) or 20 (80/20) points awarded for specific goals.
• Specific-goal points are added to price points; the total is rounded to two decimal places and the highest-scoring bidder is awarded the contract.

B-BBEE points

• Level 1: 10 (90/10) / 20 (80/20)
• Level 2: 9 / 18
• Level 3: 6 / 14
• Level 4: 5 / 12
• Level 5: 4 / 8
• Level 6: 3 / 6
• Level 7: 2 / 4
• Level 8: 1 / 2
• Non-compliant: 0 / 0

Missing preference documentation

• A bidder who does not submit the required preference-point documents is not disqualified, but scores 0 for specific goals and is scored only out of 90 or 80 for price.

Objective criteria

• Objective criteria are not mandatory but are a condition for contract award; failing them may lead to the second-ranked bidder being recommended.

Scope

• Refurbishment of oil burner 3-way isolating valves at Hendrina Power Station.
• Contract period: 5 years.

Local content

• Isolating valves are a designated-sector component with a minimum local content threshold of 70%.

CIDB skills development

• No compulsory CIDB training applies; the Construction Skills Development Goal percentage is not applicable.

Skills development

• Skills development proposals must address Eskom's core, scarce and critical skills, targeting unemployed candidates from all provinces.
• SETA-accredited training providers may be used to deliver critical and scarce skills.
• Eskom employees and registered learners are excluded from these targets.
• The bidder carries the full cost of skills development; Eskom makes no financial contribution.
• Bidders may approach their SETAs for grants and incentives and SARS for skills-development tax rebates.

SDL&I penalties and security

• 2.5% of the invoice amount and 2.5% of the contract value are payable for failure to meet SDL&I obligations.
• 2.5% of every invoice (excluding VAT) is retained as security for SDL&I obligations.

Pricing format

• Bids must be priced on the Price Schedule included with the tender documents.
• The response must separate local and imported components.
• Local procurement content is total spending minus the imported component.

Pricing

• Bids must be priced on the Price Schedule, separating local and imported components; local procurement content is total spend less the imported component.

Penalties

• 2.5% of the invoice amount for failure to meet SDL&I obligations.
• 2.5% of the contract value for failure to meet SDL&I obligations.

Retention

• 2.5% of every invoice (excluding VAT) is retained for the contract duration as security for SDL&I obligations.
• Retained amounts are released once Eskom receives the SDL&I progress reports, all SDL&I obligations are fulfilled, and an approved compliance report is submitted.

B-bbee

• A valid B-BBEE certificate from a SANAS-accredited verification agency, a sworn affidavit, or a CIPS affidavit is required to claim preference points and is a condition for contract award.
• EMEs (annual revenue up to R10 million) may submit a sworn affidavit.
• QSEs (annual revenue up to R50 million) must comply with the applicable QSE scorecard elements unless at least 51% black-owned, in which case a sworn affidavit may be used.
• Entities with annual revenue above R50 million must submit a valid B-BBEE certificate.
• Trusts, consortia and joint ventures must submit a consolidated B-BBEE verification certificate.

Supporting documents

• Proof of ownership/shareholding (preferably CIPC documentation) with a shareholding breakdown.
• Certified ID copies of shareholders.
• Proof of disability where applicable.

Local content

• SBD 6.2 and Annex C are mandatory for the designated-sector isolating valves (70% local content).

Sworn affidavit validity

• Must show the deponent's name and ID number, designation, enterprise name and address, black ownership percentages, total revenue and basis, financial year end, B-BBEE status level, and empowering supplier status.
• The deponent and the Commissioner of Oaths must sign on the same date; the Commissioner must be independent of the enterprise.

Jobs and skills development

• Bidders must propose the type and number of jobs created and retained in South Africa as a direct result of the contract.
• Skills development proposals must address Eskom's core, scarce and critical skills, targeting unemployed candidates from all provinces.
• Bidders carry the full cost of skills development; Eskom makes no financial contribution.
• Bidders may approach SETAs for grants and subsidies and SARS for skills-development tax rebates.

Sworn affidavit validity

• The deponent's name and ID number must match the identity document.
• The deponent's designation as director, owner or member must be indicated to show authority to depose.
• The enterprise name must match the CIPC registration documents, with the business address stated.

SDL&I penalties and performance security

• 2.5% of the invoice amount is payable for failure to meet SDL&I obligations.
• 2.5% of the contract value is payable for failure to meet SDL&I obligations.
• 2.5% of every invoice (excluding VAT) is retained for the contract duration as security.
• Retained amounts are released once Eskom receives the SDL&I progress reports, all SDL&I obligations are fulfilled, and an approved compliance report is submitted.

Reporting and monitoring

• Suppliers must submit quarterly SDL&I compliance reports to Eskom using the Data Collection Template.
• Eskom reviews the reports within 30 days and notifies suppliers in writing of any unmet obligations.
• Suppliers must implement corrective measures before the next report, failing which the retention clauses are invoked.
• An SDL&I Implementation Schedule must be completed and returned to the SDL&I representative within 28 days of contract award and serves as the reference for monitoring and reporting.

Specific goals

• Up to 10 (90/10 system) or 20 (80/20 system) points are awarded for specific goals and added to the price points.
• B-BBEE status level drives the specific-goal score, from Level 1 (10/20 points) down to non-compliant (0 points).
• Bidders who do not submit the preference-point documents are not disqualified but score 0 for specific goals and are scored only out of 90 or 80 for price.
• Isolating valves carry a 70% local content threshold.

The enquiry covers refurbishment of oil burner 3-way isolating valves at Hendrina Power Station for a period of five years. The tenderer must complete and sign Form A to acknowledge and accept Eskom's Supplier Quality Requirements as set out in specification 240-105658000 and the ISO 9001 standard. Category 2 quality requirements apply, and the form must be signed off by the tenderer's nominated quality representative.

Returnable form

• Form A (Category 2): the tenderer must complete and sign the form to acknowledge and accept Eskom's Supplier Quality Requirements under specification 240-105658000 and the ISO 9001 standard.
• Only one quality category may be selected on the form; Category 2 (clause 3.5.3 of 240-105658000) applies to this enquiry.
• The form requires the tenderer's quality representative to be named, designated, dated and signed.

Scope

• Refurbishment of oil burner 3-way isolating valves at Hendrina Power Station, Mpumalanga, over a five-year period.

Quality framework

• Work is governed by Eskom specification 240-105658000, with Category 2 quality requirements selected (clause 3.5.3).
• Pre-contract award quality requirements apply (clause 3).
• Post-contract award obligations cover contract execution (clause 3.7.1) and the supplier quality performance monitoring phase (clause 3.7.2).
• Standard conditions apply: Eskom rights of access, Eskom rights to information, preservation, quality audit conditions, management of nonconformities and nonconforming outputs identified by Eskom, and special processes.

Quality management system

• The tenderer must accept and comply with Eskom Supplier Quality Requirements per specification 240-105658000.
• ISO 9001 clauses 4 to 10 apply in full: context of the organisation, leadership, planning, support, operation, performance evaluation and improvement.
• The seven ISO 9001 quality principles apply: customer focus, leadership, engagement of people, process approach, improvement, evidence-based decision making and relationship management.
• Eskom reserves rights of access, rights to information, preservation rights and the right to conduct quality audits.
• Nonconformities and nonconforming outputs identified by Eskom must be managed under clause 3.8.5 of 240-105658000.
• Special processes under clause 3.8.6 of 240-105658000 apply.

Returnable document

• T2.2a (Declaration of Shareholding or Beneficiaries): must be completed, signed and dated by the bidder's authorised representative and submitted with the bid as part of the Part T2 returnable documents.

Shareholding disclosure (T2.2a)

• Bidders must declare every individual and company holding shares in the bidding entity.
• Required detail per shareholder: name of the company or trust, its registration number, the names of all shareholders or beneficiaries, and the number or percentage of shares held.
• Bidders must state whether any declared shareholder or beneficiary is employed by Eskom Holdings or its subsidiaries, or is a close family member of such an employee.
• Where yes, the position held at Eskom or the relationship, and that person's interest in the bidding entity, must be set out.
• Close family member covers relations by birth, marriage or similar relationship, including domestic partnership, adoption and guardianship.
• The declaration must be signed and dated by the authorised representative, with the designation given.

Purpose

• Defines the contract works to be carried out by the successful bidder, selected through Eskom's open tender process.
• Covers the repair and refurbishment requirements of 3-way isolating valves for the oil burner plant at Hendrina Power Station over a 5-year period.

Scope

• Includes, but is not limited to, repair, refurbishment and transportation of the valve and its internals as a complete unit.
• All spares supplied must be accompanied by quality control documentation.
• The scope sets out the spare materials required, the work the contractor must perform, and the responsibilities of each party, and supports the technical evaluation of the tender.

Applicability

• Hendrina Power Station.

Employer responsibilities

• Notify the contractor when a batch of valves must be attended to.
• Provide operating information before refurbishment, repair or overhaul.
• Arrange site access, including the permit to work (PTW), so the contractor can perform the work.
• Send a representative to the contractor's premises or workshop for any inspection, witness or hold points.

Contractor responsibilities

• Comply with the employer's environmental, health and safety standards, policies and procedures.
• Make all repair and refurbishment information available to the employer on request.
• Give the employer's representative at least 48 hours' notice of any hold point requiring the employer.

Reference documents

• Normative: Generation Tender Technical Evaluation Procedure (240-168966153); Tender Technical Evaluation Procedure (240-48929482); Eskom Standard QM-58 (Supplier Contract Quality Requirements Specification); Eskom Procurement and Supply Chain Management Policy (32-1033); Eskom Procurement and Supply Chain Management Procedure (32-1034); Materials Management Safe Work Procedures — Transportation Requirements for Material Handling (240-105691858).
• Informative: Occupational Health and Safety Act; ISO 9001 Quality Management Systems.
• The most recent edition of each listed document applies.

Monitoring and supporting documents

• No monitoring process or related supporting documents are specified.

Technical evaluation

• The scope of work exists to support the technical evaluation of the bid.
• Evaluation follows Eskom's Generation Tender Technical Evaluation Procedure (240-168966153) and Tender Technical Evaluation Procedure (240-48929482).
• No price/functionality split, preference point system or minimum qualifying score is stated in this scope of work.

Scope

• Repair, refurbishment and transportation of oil burner 3-way isolating valves for the oil burner plant at Hendrina Power Station, on an as-and-when-required basis over a 5-year contract period.
• Work covers the valve and its internals as a complete unit; all supplied spares must come with quality control documentation.
• The employer notifies the contractor when a batch of valves must be attended to; each batch is subject to approval by both parties.

Valve to be refurbished (Material No. 0745237)

• Type: 3-port sliding stem valve, pneumatic operated.
• Sizes: 3/4 inch and 1/2 inch.
• Design rating: 6 MPa; temperature rating: 250 °C.
• Faces at 90 degrees; connection 1/4 inch.
• Body material: brass (A105N).
• Specification: ASME B16.34 and ASME B31.3.
• Quantity: 144 valves over the contract, approximately 24 per year.
• A sample must always be provided.

Identification and removal

• Record the valve serial number on a check sheet.
• Transport valves from the employer's stores to the contractor's workshop.

Strip and inspection

• Submit a Quality Control Plan (QCP) for the employer's QC personnel and the Engineer to add intervention points, and obtain approval before any work starts.
• Clean the valve externally before stripping.
• Strip the valve and perform a dirty inspection of all internal components.
• Clean internal parts including Viton O-rings, set metal compression ring, plunger and piston, the hydraulic input and output pipe plugs, the hydraulic pipe plug to the recirculating tank, and the air line pipe plug.
• Verify and log the correct size of all components: nuts, inner spring, housing, valve body, flanges, gasket, Viton O-rings, piston and set metal compression ring.
• Inspect for cleanliness, clean all internal components, and visually inspect the valve exterior.
• Issue an inspection report to the employer's QC and Engineering departments.
• Submit a method statement covering refurbishment, assembly and testing of the specific valves for approval by the employer's QC and Engineering departments.

Repairs and assembly

• Refurbish components in line with the approved method statement.
• Check nuts, inner spring, housing, valve body, flanges, gasket, Viton O-rings, piston and set metal compression ring for damage.
• Polish and lap the shaft.
• Inspect all components for cleanliness and replace all damaged components.
• Perform blue checks of the seats.
• Fit all components correctly to their verified sizes and complete final assembly of the valve.

Pressure testing

• Pressure test each refurbished valve at 40 bar hydraulic pressure and 6 bar air pressure, per the approved method statement.
• Testing takes place at the contractor's premises in the presence of Eskom QC and Engineering.
• A pressure test certificate must be issued.

Handling and transportation

• Ensure the valve is free of pressure test fluid and any residual moisture.
• Preserve the valve and transport it back to the employer's stores with a delivery note.
• Comply with the employer's Materials Management Safe Work Procedures — Transportation Requirements for Material Handling (240-105691858) throughout handling and transport.

Quality control plan

• The contractor must submit a Quality Control Plan (QCP) to the employer so that the employer's QC personnel and the Engineer can add intervention points; the QCP must be approved before any work begins.
• A method statement covering refurbishment, assembly and testing of the specific valves must be approved by the employer's QC and Engineering departments.

Inspection and records

• Valve serial numbers must be recorded on a check sheet.
• Component sizes must be verified and recorded on a log sheet: nuts, inner spring, housing, valve body, flanges, gasket, Viton O-rings, piston and set metal compression ring.
• A dirty inspection of all internal components is performed after stripping, followed by cleaning and a cleanliness inspection.
• An inspection report must be issued to the employer's QC and Engineering departments.
• All spares supplied must be accompanied by quality control documentation.

Testing

• Refurbished valves are pressure tested at 40 bar hydraulic pressure and 6 bar air pressure per the approved method statement.
• Testing is witnessed by Eskom QC and Engineering at the contractor's premises.
• A pressure test certificate must be issued.

Hold points

• The employer's representative must be notified at least 48 hours before any hold point requiring the employer's attendance.

Contractor obligations

• Comply with the employer's environmental, health and safety standards, policies and procedures.
• Make all repair and refurbishment information available to the employer on request.
• Notify the employer's representative at least 48 hours before any hold point that requires the employer's attendance.

Standards and references

• Eskom Standard QM-58 (Supplier Contract Quality Requirements Specification) applies.
• Eskom Procurement and Supply Chain Management Policy (32-1033) and Procedure (32-1034) apply.
• Occupational Health and Safety Act applies.
• ISO 9001 Quality Management Systems is listed as informative.
• The most recent edition of all listed reference documents must be used.

No CSD, tax, B-BBEE, CIDB or local-content thresholds are stated in this scope of work.

Health and safety

• The contractor must comply with the employer's environmental, health and safety standards, policies and procedures.
• The Occupational Health and Safety Act is an informative reference for the work.
• The employer arranges site access, including the permit to work (PTW), for the contractor to perform the work.
• Handling and transportation of valves must follow the employer's Materials Management Safe Work Procedures — Transportation Requirements for Material Handling (240-105691858) at all times.
• No separate safety plan, HSE specification or incident reporting requirement is stated in this scope of work.

Technical evaluation

• The scope of work supports Eskom's technical evaluation of the bid.
• Evaluation is conducted under the Generation Tender Technical Evaluation Procedure (240-168966153) and the Tender Technical Evaluation Procedure (240-48929482).
• Eskom Standard QM-58 (Supplier Contract Quality Requirements Specification) governs supplier contract quality requirements.
• ISO 9001 Quality Management Systems is listed as an informative reference.
• A returnable document is a document submitted by the tenderer for evaluation in support of the bid.
• No scoring weights, preference point system or minimum qualifying score are stated.

Returnable annexure

• E-Tendering Training Acknowledgement Form: signed and dated confirmation that the bidder has completed self-training on the e-Tendering solution and is able to operate it; the enquiry number, business or joint-venture name, contact person, landline, cellphone and email address must be completed in full.

Returnable document

• Annexure B: Acknowledgement Form for Eskom OHS legal and other requirements (Eskom document 240-77471499 Rev 3) — must be signed by the authorised person (CEO, director or managing director) and witnessed, confirming that the bidder has obtained and understands the listed OHS documents and the consequences of non-compliance.
• The form must be completed with the company/supplier name, place and date of signature, and two witnesses.

No submission channel, address, email, copy count or closing time is stated in this document.

OHS acknowledgement

• Sign and return Annexure B (Eskom document 240-77471499 Rev 3) acknowledging the OHS legal and other requirements.

Standards and legislation the bidder must comply with while working for or rendering services to Eskom

• Eskom Contractor Health and Safety Requirements Standard 32-136.
• The OHS specification/requirements issued with the tender.
• Occupational Health and Safety Act.
• Compensation for Occupational Diseases and Illnesses Act.
• SANS 10400 National Building Regulations and Building Standards Act.
• Hazardous Chemical Agents Regulations 2021 (Regulations 11 and 12).
• Hazardous Biological Agents Regulations 2022 (Regulation 10, prevention and control of exposure to HBAs).

Post-award obligations

• After contract award the bidder must align its company processes with Eskom's OHS policies, procedures and standards.
• All employees of the main supplier and of its contractors/suppliers must complete the relevant Eskom induction and the company's own induction.

Penalties

• Penalties are enforced on the main supplier for OHS non-conformances, whether committed by the main supplier, its contractors or its suppliers, against Eskom or statutory OHS requirements.

OHS requirements the bidder must understand and comply with

• Eskom Contractor Health and Safety Requirements Standard 32-136.
• The OHS specification/requirements provided with the tender.
• Occupational Health and Safety Act.
• Compensation for Occupational Diseases and Illnesses Act.
• SANS 10400 National Building Regulations and Building Standards Act.
• Hazardous Chemical Agents Regulations 2021 (Regulations 11 and 12).
• Hazardous Biological Agents Regulations 2022 (Regulation 10, prevention and control of exposure to HBAs).

Further obligations

• After contract award, the bidder must align its company processes with Eskom's OHS policies, procedures and standards.
• Every employee of the main supplier and of its contractors/suppliers must complete the relevant Eskom induction and the company's induction.
• Penalties are enforced on the main supplier for OHS non-conformances by the main supplier, its contractors or its suppliers against Eskom or statutory OHS requirements.

Management of contractors and suppliers — the main contractor/supplier must:

• Show Eskom the process and selection criteria used when appointing its contractors and suppliers.
• Notify Eskom before appointing any contractor or supplier and before that party starts work.
• Confirm that its contractors and suppliers have adequate resources and competencies.
• Remain accountable for managing its contractors and suppliers so that the legal and Eskom requirements applicable to the main supplier during contract execution are met by them.
• Monitor its contractors and suppliers through audits and assessments of OHS compliance during the work.
• Provide the grounds on which work by a contractor or supplier would be terminated.
• Handle all non-conformances and non-compliance by contractors and suppliers at every tier directly with the main contractor/supplier under the performance and penalty processes.
• Eskom may verify compliance when it deems necessary and may instruct the contractor to supply testimonials, references and client contact details, including Eskom, for similar previous work.

The strategy sets out the mandatory and qualitative criteria used to evaluate bids for the refurbishment and repair of defective oil burner 3-way isolating valves at Hendrina Power Station. It applies to all parties involved in the technical evaluation process at the station. Bidders that meet the minimum technical threshold are taken forward for further consideration.

Technical evaluation only — this strategy governs the technical stage of the bid.

Minimum qualifying score

• Minimum weighted final technical score: 70%.
• Bids below the threshold are not considered further.

Scoring scale (no scores of 1 or 3 are permitted)

• 5 (100%): meets the technical requirement with no foreseen technical risk.
• 4 (80%): meets the requirement with acceptable risk, exceptions or conditions.
• 2 (40%): does not meet the requirement, or carries unacceptable risk, exceptions or conditions.
• 0 (0%): totally deficient or non-responsive.

Weighting of criteria

• Criteria 1 — Company Experience: 70% of the technical score.
• Criteria 2 — Supplier's premises (workshop): 30% of the technical score.

Criteria 1 sub-criteria and weights

• Completed orders and delivery notes: 15%.
• Detailed method statement: 30%.
• Quality Control Plan: 10%.
• Staff qualifications and CVs: 10%.

Criteria 2 sub-criteria and weights

• Workshop evaluation: 30%.
• A workshop evaluation is only performed if the bidder scores at least 40% on Criteria 1.

Acceptable technical risks

• Company or individual experience that deviates slightly from the scope of work.
• The supplier has not previously worked directly with Eskom.

Unacceptable technical risks

• Supplier lacks the relevant skills or qualifications.
• Non-adherence to Eskom standards.
• Supplier has no workshop fit to carry out the scope of work on the 3-way valves.

Acceptable exceptions or conditions

• Only qualified mechanical fitters, with no semi-skilled fitters.

Unacceptable exceptions or conditions

• None listed.

Scope

• Refurbishment and repair of defective oil burner 3-way isolating valves at Hendrina Power Station.
• Contract period: 05 years.
• Work covers overhauling, pressure testing, handling, transportation and storage of fuel oil 3-way valves, from the moment an order is placed by Eskom until delivery.

Deliverables expected from the bidder

• Signed-off data books containing signed QIPs/QCPs with all relevant inspection reports.
• Pressure testing certificates and calibration certificates where applicable.
• Personnel qualifications.
• A detailed method statement covering the full process from order receipt to order delivery.
• A Quality Control Plan covering planning, sourcing, overhauling, testing and delivery.
• A company organogram, personnel CVs and certified copies of qualifications.
• A signed letter listing company assets, including lapping kits, a valve test bench, general lapping machines and a lathe machine.
• The workshop physical address, with site visits by Eskom personnel permitted.

Applicable standards and references

• Eskom Standard QM-58, Supplier Contract Quality Requirements Specification.
• Generation Tender Technical Evaluation Procedure (240-168966153).
• Tender Technical Evaluation Procedure (240-48929482).
• Eskom Procurement and Supply Chain Management Policy (32-1033) and Procedure (32-1034).
• Materials Management Safe Work Procedures Transportation Requirements for Material Handling (240-105691858).
• Occupational Health and Safety Act.
• ISO 9001 Quality Management Systems.

Company Experience (weight 70%)

• Completed orders and delivery notes in the past 5 years: 15%.
• Detailed method statement: 30%.
• Quality Control Plan: 10%.
• Staff qualifications and CVs: 10%.

Staff qualifications and CVs (weight 10%)

• Company organogram, personnel CVs and certified copies of qualifications must be submitted.
• Engineer/Technician/Technical Manager: B.Eng/B.Sc/B.Tech Mechanical with a minimum of 5 years' experience.
• Qualified fitters: Trade Test Certificate with a minimum of 2 years' experience.
• Semi-skilled fitters: Grade 10 with 2 years' valve experience, or 5 years' oil/hydraulic valve experience for those without Grade 10.
• Scoring: no documents submitted or qualifications not certified — 0 points; organogram and CVs do not cover all professions or experience levels — 2 points; all required professions with relevant qualifications and 2 to 4 years' Engineer/Technician/Technical Manager experience, with fitters adequately experienced — 4 points; all required professions with relevant qualifications and adequate experience — 5 points.

Workshop (weight 30%)

• Evaluated only if the bidder scores at least 40% on Company Experience.
• Requires a signed company assets letter listing lapping kits, a valve test bench, general lapping machines and a lathe machine.
• The workshop physical address must be provided and Eskom personnel must be allowed to conduct site visits.
• Scoring: no functional workshop — 0 points; workshop with poor housekeeping, no required equipment and no qualified personnel — 2 points; workshop with some required equipment including the valve test bench, supported by the assets letter and site visit — 4 points; functional workshop with all required equipment, supported by the assets letter and site visit — 5 points.

Quality Control Plan (weight 10%)

• Must show how quality is ensured across planning, sourcing, overhauling, testing and delivery.
• Scoring: not submitted or unrelated to scope — 0 points; basic or vague and not covering most of the scope — 2 points; clear and covering most of the scope but missing some hold or witness points — 4 points; detailed and comprehensive, showing all hold points and covering the full scope — 5 points.

Completed orders evidence (weight 15%)

• Signed-off data books containing signed QIPs/QCPs with all relevant inspection reports.
• Pressure testing certificates and calibration certificates where applicable.
• Personnel qualifications.
• Scoring based on the number of completed orders and delivery notes in the past 5 years: none — 0 points; fewer than 3 — 2 points; 3 to fewer than 5 — 4 points; 5 or more — 5 points.

Method statement (weight 30%)

• Must cover overhauling, testing, handling, transportation and storage of fuel oil 3-way valves from order placement to delivery.
• Scoring: not submitted or unrelated — 0 points; basic or vague — 2 points; clear with minimal errors covering most of the scope — 4 points; clearly defined, detailed and comprehensive covering the full scope — 5 points.

Technical compliance requirements

• Minimum weighted final technical score of 70% to proceed.
• Adherence to Eskom standards is mandatory; non-adherence is an unacceptable technical risk.
• The supplier must hold the relevant skills and qualifications; lacking them is an unacceptable technical risk.
• The supplier must have a workshop fit to carry out the scope of work on the 3-way valves; not having one is an unacceptable technical risk.
• A signed company assets letter and a workshop physical address must be provided, and Eskom personnel must be permitted to conduct site visits.

Personnel requirements

• Engineer/Technician/Technical Manager: B.Eng/B.Sc/B.Tech Mechanical with a minimum of 5 years' experience.
• Qualified fitters: Trade Test Certificate with a minimum of 2 years' experience.
• Semi-skilled fitters: Grade 10 with 2 years' valve experience, or 5 years' oil/hydraulic valve experience for those without Grade 10.
• Certified copies of all qualifications must be submitted.

The Occupational Health and Safety Act and ISO 9001 Quality Management Systems are listed as informative references. No further health and safety requirements are stated.

Minimum weighted final technical score: 70%.

Scoring scale (1 and 3 are not used)

• 5 (100%): meets the requirement, no foreseen technical risk.
• 4 (80%): meets the requirement with acceptable risk, exceptions or conditions.
• 2 (40%): does not meet the requirement, or unacceptable risk, exceptions or conditions.
• 0 (0%): totally deficient or non-responsive.

Weights

• Company Experience: 70%.
• Supplier's premises (workshop): 30%.

Company Experience sub-weights

• Completed orders and delivery notes: 15%.
• Method statement: 30%.
• Quality Control Plan: 10%.
• Staff qualifications and CVs: 10%.

Workshop sub-weight

• Workshop evaluation: 30%, performed only if the bidder scores at least 40% on Company Experience.

Acceptable risks: slight deviation from scope in experience; no prior direct work with Eskom.

Unacceptable risks: no relevant skills or qualifications; non-adherence to Eskom standards; no workshop fit for the scope of work.

Refurbishment of oil burner 3-way isolating valves at Hendrina Power Station over a 05-year period. Where the refurbishment is performed on site, the applicable plant safety, working at heights, construction work permit and asbestos requirements apply.

Evaluation criteria for the safety requirements are set out in Annexure C1. No scoring split, preference point system or minimum qualifying score is stated.

Scope

• Refurbishment of oil burner 3-way isolating valves at Hendrina Power Station.
• Contract period: 05 years.

On-site work

• Where refurbishment is carried out on site, OHS competency and a safe work instruction are required.
• Working at heights is governed by Eskom standard 32-418.
• Plant Safety Regulation and asbestos regulation/standard apply where relevant.
• Construction work permit requirements apply where relevant.

Health and safety requirements (Eskom standard 32-726: Contract and Contractor OHS Management)

• Scope-specific OHS specification: to be provided by the Eskom Contract Manager.
• Scope-specific baseline risk assessment: provided by the end user.
• Annexure B: acknowledgement of Eskom's OHS legal and other requirements.
• Annexure C1: evaluation criteria.
• Health and safety costing: must cover the safety file, PPE and safety training.
• Valid Letter of Good Standing (COIDA or equivalent): the registered nature of business must align with the scope of work.
• OHS policy signed by the CEO and compliant with Section 7 of the OHS Act.
• OHS competency: required only where refurbishment is carried out on site.
• Safe work instruction: required only where refurbishment is carried out on site.

Other applicable documentation

• Plant Safety Regulation.
• 32-418 Working at Heights Standard.
• Construction work permit requirements.
• Asbestos regulation/standard.

Mandatory safety items

• Scope-specific OHS specification: supplied by the Eskom Contract Manager.
• Scope-specific baseline risk assessment: supplied by the end user.
• Annexure B: acknowledgement of Eskom's OHS legal and other requirements.
• Annexure C1: evaluation criteria.
• Health and safety costing: must cover the safety file, PPE and safety training.

Supporting requirements

• Valid Letter of Good Standing (COIDA or equivalent), with the registered nature of business aligned to the scope of work.
• OHS policy signed by the CEO and compliant with Section 7 of the OHS Act.
• OHS competency: required only where refurbishment is carried out on site.
• Safe work instruction: required only where refurbishment is carried out on site.

Other applicable documentation

• Plant Safety Regulation.
• 32-418 Working at Heights Standard.
• Construction work permit requirements.
• Asbestos regulation/standard.

Evaluation criteria are contained in Annexure C1 of the safety requirements pack. No scoring split, preference point system or minimum qualifying score is stated.