Matla power station so3 plant maintenance and spares supply — 5-Year contract

Returnable forms — all must be completed, signed and submitted with the bid:

• SBD 6.2 (Declaration Certificate for Local Production and Content): declares that the goods/services/works meet the stipulated minimum local content threshold for designated sectors. The form and Annex C (Local Content Declaration: Summary Schedule) are mandatory; omission may disqualify the bid.
• Annex C, D and E (Local Content Declaration templates) must be completed per SATS 1286:2011. Declaration C submitted with bid; Declarations D and E retained for verification for at least 5 years.

Evaluation may follow a two-stage process where the first stage assesses compliance with the stipulated minimum local production and content threshold, and the second stage evaluates price and B-BBEE. The specific minimum threshold percentages for this tender are not stated in this document (the threshold table is blank).

Local content compliance:

• Bidders must calculate local content percentage using the formula LC = [1 - x / y]

• 100 per SATS 1286:2011, where x is imported content in Rand and y is bid price excluding VAT.

• Exchange rates must be the SARB rates at 12:00 on the bid advertisement date; proof of rates used must be submitted.
• The stipulated minimum threshold(s) for local production and content are not filled in this form; they will be specified in the tender-specific annexure.
• Subcontracting must not reduce overall local content below the stipulated minimum threshold.
• The declaration must be signed by the Chief Financial Officer or other legally responsible person nominated in writing by the CEO/senior management.

Returnable forms — all must be completed, signed and submitted with the bid:

• SBD 4 (Bidder's Disclosure): declares whether any director, shareholder, member or person with a controlling interest is employed by the state, has a relationship with anyone at the procuring institution, or has an interest in any other related enterprise. A false declaration disqualifies the bid and may lead to restriction from public sector business for up to 10 years.

Mandatory disclosures required in SBD 4:

• State employment of any director, trustee, shareholder, member, partner or person with controlling interest.
• Any relationship with a person employed by the procuring institution.
• Any interest in another related enterprise, whether or not bidding for this contract.
• Certification that the bid was prepared independently, without collusion, consultation or price disclosure to competitors.
• Certification that no improper communications occurred with officials of the procuring institution.

Bidders listed on the Register for Tender Defaulters or List of Restricted Suppliers are automatically disqualified.

The main supplier must notify Eskom before appointing any contractor or supplier to commence work.

Returnable document

• Annexure B Acknowledgement Form (Identifier 240-43921804 Rev 5): signed by the CEO, Director or Managing Director, with two witnesses, confirming that the bidder has obtained and understands Eskom's SHE rules and the consequences of non-compliance.

Submission requirements

• The acknowledgement form must be completed and returned with the tender.
• The bidder must confirm it holds copies of the SHE documents listed in the annexure.

Scope

• Maintenance and spares supply for SO3 plant at Matla Power Station over five years, on an as-and-when-required basis.
• Work arises during planned outages, opportunity outages, interim repairs and routine maintenance.

SHE compliance framework

• Eskom contractor Health and Safety requirements standard 32-136.
• The SHE specification issued with the tender.
• Occupational Health and Safety Act.
• Mine Health and Safety Act, where applicable.
• Compensation for Occupational Diseases and Illnesses Act.
• National Environmental Management Act.

Contractor and supplier management

• The main supplier must show Eskom the process and selection criteria it uses to appoint contractors and suppliers.
• Eskom must be notified before any contractor or supplier is appointed to start work.
• Contractors and suppliers must have adequate resources and competencies.
• The main supplier is accountable for its contractors' and suppliers' compliance with legal and Eskom requirements.
• The main supplier must audit and assess contractors and suppliers on SHE compliance during execution.
• The main supplier must set out the grounds on which contractor or supplier work may be terminated.
• Non-conformances by contractors or suppliers at any tier are handled directly with the main supplier under the performance and penalty processes.
• Eskom may verify compliance and may require testimonials, references and client contact details, including Eskom's own, for similar previous work.

SHE non-conformance

• Financial penalties are enforced on the main supplier for non-conformance with Eskom or statutory SHE requirements, whether by the main supplier, its sub-contractor or its supplier.

Induction

• All employees of contractors and suppliers must complete the relevant Eskom induction and the company's induction.

Penalties

• Financial penalties apply to the main supplier for non-conformance with Eskom or statutory SHE requirements, whether the non-conformance is by the main supplier, its sub-contractor or its supplier.

Work stoppages

• Work stoppages initiated for SHE reasons do not entitle the supplier to any financial compensation claim against Eskom.

SHE compliance

• The supplier must comply with Eskom contractor Health and Safety requirements standard 32-136, the SHE specification provided, the Occupational Health and Safety Act, the Mine Health and Safety Act where applicable, the Compensation for Occupational Diseases and Illnesses Act, and the National Environmental Management Act.
• After contract award, the supplier must align its company processes fully with Eskom's SHE policies, procedures and standards.
• All employees of contractors and suppliers must complete the relevant Eskom induction and the company's own induction.

Returnable form

• Annexure B Acknowledgement Form: signed by the CEO, Director or Managing Director with two witnesses, acknowledging receipt and understanding of the SHE documents and the consequences of non-compliance.

SHE requirements for tenderers

• The tenderer must understand the SHE requirements set out in the annexure before submitting.

Standards and legislation to comply with

• Eskom contractor Health and Safety requirements standard 32-136.
• The SHE specification provided.
• Occupational Health and Safety Act.
• Mine Health and Safety Act, where applicable.
• Compensation for Occupational Diseases and Illnesses Act.
• National Environmental Management Act.

Post-award obligation

• After contract award, the supplier must align its company processes fully with Eskom's SHE policies, procedures and standards.

Contractor and supplier management obligations

• Demonstrate to Eskom the process and selection criteria used to appoint contractors and suppliers.
• Notify Eskom before a contractor or supplier starts work.
• Ensure contractors and suppliers have adequate resources and competencies.
• Remain accountable for contractors' and suppliers' compliance with applicable legal and Eskom requirements during contract execution.
• Monitor contractors and suppliers through SHE audits and assessments during the work.
• Provide the grounds for terminating contractor or supplier work.
• Handle all non-conformances by contractors or suppliers at any tier directly with the main supplier under the performance and penalty processes.
• Eskom may verify compliance and may require testimonials, references and client contact details, including Eskom's own, for similar previous work.

The document is a confidentiality agreement (NDA) between Eskom Holdings SOC Ltd, as the Disclosing Party, and a vendor, as the Receiving Party. Eskom may disclose Confidential Information to the vendor for "the Project", which covers the design, manufacture at works, testing, quality assurance, delivery to site or stores, off-loading, erection, commissioning, de-commissioning and disposal of valve regulated lead acid cells, vented flooded lead acid cells, semi-sealed nickel cadmium cells, battery stands and battery cabinets, and all accessories. Signing the agreement does not commit either party to negotiations or to a business relationship; a binding business relationship arises only under a further definitive written agreement signed by both parties.

Term and confidentiality period

• The agreement binds the parties from the date Eskom first discloses Confidential Information.
• Confidentiality obligations endure for 3 years after termination of the relationship between the parties, or for a date specified in a subsequent agreement.

No obligation to do business

• Signing the NDA does not commit either party to continue discussions, to negotiate, or to enter into a business relationship.
• Only a further definitive written agreement signed by both parties creates binding obligations.

Use and disclosure restrictions

• Confidential Information may be used only for the Project and only with Eskom's prior written consent for any other purpose.
• The vendor may not disclose Confidential Information to any third party without Eskom's prior written consent.
• Disclosure is permitted to the vendor's employees, agents, officers, directors, subsidiaries, associated companies, shareholders and advisers on a need-to-know basis for the Project, provided they are bound by the agreement.

Return or destruction of material

• On Eskom's request, the vendor must return or destroy all material containing Confidential Information and provide a written statement signed by a director or duly authorised senior officer confirming non-retention or destruction.
• This must be done within 7 business days of receipt of the request.

Breach

• If the vendor breaches the agreement and fails to remedy within 7 business days of written notice, Eskom may invoke all legal remedies, including urgent proceedings and an action for damages.

Indemnity

• The vendor must indemnify, defend and hold Eskom harmless against losses arising from the vendor's unauthorized use or disclosure of Confidential Information.

Governing law

• The agreement is governed by the laws of the Republic of South Africa.

Amendments

• No amendment, interpretation or waiver is effective unless in writing and signed by the duly authorised representatives of both parties.

Assignment

• Neither party may assign or transfer rights or obligations without the other party's prior written consent.
• Eskom may, on written notice, cede and delegate its rights and obligations to its subsidiaries or to present divisions or operations.

Publicity

• Neither party may issue any announcement or statement to the press or any third party about the agreement without the other party's prior written consent.

Notices and addresses

• Eskom's chosen address for service is Megawatt Park, Maxwell Drive, Sunninghill ext.3, Sandton, Republic of South Africa; postal address P O Box 1091, Johannesburg 2000.
• Notices are effective on delivery by hand, on the seventh business day after posting by pre-paid registered post, or when received in legible form by telefax.
• A party may change its address on 30 business days' prior written notice.

Signing

• For Eskom, the agreement must be signed by no lower than an E-Band Manager.
• For the vendor, it must be signed by a duly authorised representative.
• Each signature must be witnessed.

Returnable document

• Eskom Authorisation Form (240-15811258 Rev 2): the bidder must indicate its organisation type (company, close corporation, partnership, joint venture, sole proprietor or trust), complete and sign the matching certificate, and complete the signatory table at the end of the form.

Supporting evidence by organisation type

• Company: certified copy of the board resolution authorising the named representative to submit the bid and sign all related documents and any resulting contract.
• Close corporation: certified copy of the members' resolution passed by majority vote.
• Partnership: authorisation signed by the full number of partners needed to bind the partnership.
• Joint venture: power of attorney signed by the legally authorised signatories of every member, plus a certified copy of the joint venture agreement confirming joint and several liability, the lead member, and the work and payment split between members.
• Trust: certified copy of the board of trustees' resolution.
• Sole proprietor: the sole proprietor certificate, signed.

Signature requirements

• The authorised signatory's full name, designation, capacity, signature and date of signature must be recorded on the form.

Authorisation to sign

• The bid must be submitted by a representative formally authorised to bind the bidder and to sign all documents connected with the bid and any resulting contract.
• The authority must be evidenced by a resolution or power of attorney certified as a true copy, matched to the bidder's organisation type.

Joint ventures

• A certified joint venture agreement must be attached, stating that all members are jointly and severally liable for executing the contract, naming the lead member, and setting out the ratios for dividing work and payment.

Closing

• Closing date: 27 November 2026 at 10:00
• Closing time is South African Standard Time, determined by the Telkom time signal and strictly adhered to

Other dates

• Receipt of Invitation to Tender fax-back form: within 5 days of receipt of the invitation
• Site visit / clarification meeting: date, time and venue are stated in the Tender Data (not provided in this document)
• Clarification queries: notify the Eskom Representative earlier than the closing time for clarification of queries (no specific date stated)

Submission channel and format

• Submit an original hardcopy tender plus the number of copies stated in the Tender Data
• Complete the tender in ink; tenders written in pencil are not acceptable
• Sign the original hardcopy and every copy where indicated
• Seal the original and each copy as separate packages marked "ORIGINAL" and "COPY"; each package shows the Eskom address, the Invitation to Tender number, and the tenderer's name and contact address
• Seal all packages in an outer wrapper marked "CONFIDENTIAL" showing only the Eskom address and the Invitation to Tender number
• Where a two-envelope system applies, place returnable documents in an envelope marked "Financial Proposal" and the remaining documents in an envelope marked "Technical Proposal"; deliver both envelopes as a single package
• Deliver to the tender box at the address stated in the Tender Data by the deadline; tenders not in the box by the deadline are late
• Eskom does not accept tenders by telephone, email or telegraph; proof of posting or courier delivery is not proof of delivery
• Closing time is South African Standard Time, fixed by the Telkom time signal
• Return the Receipt of Invitation to Tender fax-back form within 5 days of receiving the invitation
• Complete every returnable form, data sheet and schedule without exception; submit an original or certified copy of each required certificate or proof of registration
• Alternative tenders are accepted only with a main tender and a schedule comparing the alternative to the tender requirements
• Late tenders are returned unopened; Eskom is not responsible for misplacement, premature opening, courier delays or delivery to the wrong location

Returnable documents

• Tender returnables: complete all forms, data sheets and schedules without exception; originals or certified copies of certificates and proof of registration must be in Eskom's possession for the validity period and, if successful, up to contract award

Evaluation method

• Eskom evaluates responsive tenders in accordance with the procedure and criteria stated in the Tender Data; the scoring split, preference point system and minimum qualifying score are set out in the Tender Data, not in this document
• Responsiveness test: the tender must be properly received, meet the Conditions of Tender, be properly signed, and conform to all terms, conditions and specifications without material deviation
• Gatekeepers: failure to meet a stipulated gatekeeper (pre-requisite for evaluation) renders the tender non-responsive
• Non-responsive tenders are rejected and cannot be made responsive by correcting or withdrawing the deviation
• Two-envelope system: where used, only technical proposals are opened first; financial proposals of tenderers whose technical proposals fail are returned unopened
• Arithmetical errors: the amount in words governs over figures; where a bill of quantities applies, the rate governs over the line-item total; an obvious decimal-point error makes the line-item total govern; errors in the total are corrected; the corrected price is communicated and the tenderer may withdraw but not change the price; a tenderer who does not accept the corrected total is rejected
• The evaluated price is disclosed only to the Eskom adjudicating authority until after award

Scope of work

• SO3 Plant Maintenance and Spares Supply at Matla Power Station, Mpumalanga
• Contract period: five (5) years
• Basis: as-and-when-required
• Work covers planned outages, opportunity outages, interim repairs and routine maintenance
• Detailed specifications, quantities, locations, standards and service levels are set out in the Tender Data and specification (not provided in this document)

Quality management

• Provide, on request during evaluation, any material bearing on the tender, including commercial position, notarised joint venture agreements, preferencing arrangements, samples and a breakdown of rates or prices
• No change to the total price or substance of the tender is sought or permitted except to correct arithmetical errors discovered in evaluation
• Arithmetical error correction: the amount in words governs over figures; where a bill of quantities applies, the rate governs over the line-item total; an obvious decimal-point error makes the line-item total govern; errors in the total are corrected; the corrected price is communicated and the tenderer may withdraw but not change the price; rejection follows if the tenderer does not accept the corrected total

Pricing schedule

• Eskom's insurance may not provide the full cover required; the tenderer should seek qualified advice on insurance
• Include all duties, taxes (except VAT) and other levies applicable 14 days before the deadline in the rates, prices and tendered total
• Show VAT payable by Eskom separately as an addition to the tendered total

Pricing

• Include all duties, taxes (except VAT) and other levies applicable 14 days before the deadline in the rates, prices and tendered total
• Show VAT payable by Eskom separately as an addition to the tendered total
• Rates and prices are fixed for the duration of the contract and not subject to adjustment except as provided in the conditions of contract
• State rates and prices in South African Rand unless instructed otherwise in the Tender Data

Security and insurance

• If performance security is required, name at least 2 financial institutions the tenderer is likely to approach
• Submit bonds, guarantees, policies and certificates of insurance if instructed by the Eskom Representative before contract formation
• Eskom's insurance may not provide full cover; the tenderer is advised to seek qualified advice on insurance

Validity

• Hold the tender valid for acceptance within the validity period after the deadline; Eskom may request an extension

Eligibility

• Comply with the criteria stated in the Tender Data; the tenderer and its principals must not be under any restriction to do business with Eskom

CIDB

• Registered with the Construction Industry Development Board (CIDB); the required grade and category are detailed in the Tender Data
• Submit proof of CIDB registration or proof of application as a tender returnable
• If only proof of application is available at the deadline, submit valid proof of registration when issued and in any event before contract award

COIDA and SHEQ

• Registered with the Compensation Fund (COIDA) or a licensed compensation insurer
• Safety, health, environmental and quality (SHEQ) systems, policies and capabilities must be in place at the time of tendering; failure may render the tender non-responsive
• Reflect SHEQ costs and personnel in the tender for Eskom's assessment

Supplier development

• Comply with Eskom's Supplier Development and Localisation requirements as set out in the Tender Data

Administrative

• Check the tender documents on receipt and notify the Eskom Representative of discrepancies or omissions using the fax-back form
• Acknowledge receipt of addenda
• Attend a site visit or clarification meeting if stated in the Tender Data

Health and safety

• Register with the Compensation Fund (COIDA) or a licensed compensation insurer
• Have safety, health, environmental and quality (SHEQ) systems, policies and capabilities in place at the time of tendering; failure may render the tender non-responsive
• Reflect all SHEQ costs and personnel in the tender for Eskom's assessment
• If performance security is required, name at least 2 financial institutions the tenderer is likely to approach

Contractual terms

• Eskom may accept or reject any variation, deviation, tender or alternative, cancel the tender process and reject all tenders at any time before contract formation, and accept the whole or part of any tender; no liability to tenderers; written reasons given on written request
• Eskom may enter into mandated negotiations with one or more selected tenderers under its procurement policies
• Eskom makes no representations or warranties as to the accuracy or completeness of tender information and disclaims related liability
• The tenderer bears all costs of preparing and submitting the tender and negotiating the contract
• Check the tender documents on receipt and report discrepancies or omissions to the Eskom Representative using the fax-back form
• Treat tender matters as confidential; use the documents only to prepare and submit the tender
• Obtain the latest standardised specifications and publications incorporated by reference
• Return the Receipt of Invitation to Tender fax-back form within 5 days of receiving the invitation
• Acknowledge addenda; Eskom may extend the deadline to allow addenda to be taken into account
• Tender validity: hold the tender valid for acceptance within the validity period; Eskom may request an extension
• Clarification after submission: provide material, commercial position including notarised joint venture agreements, preferencing arrangements, samples or a breakdown of rates or prices; no change to the price total or substance except to correct arithmetical errors
• Submit bonds, guarantees, policies and insurance certificates if instructed before contract formation
• Check and sign the final contract documents; arrange for authorised signatories to sign the original and one copy

The provided document is a risk assessment addendum (Rev 1 Oct 2009) listing possible additional risks identified during a risk assessment session. It states that identified risks have been addressed in the Works Information and that a risk assessment must be performed before any activity may commence. The document does not contain the actual Works Information, scope of work, deliverables, quantities, locations, standards, or service levels for the SO3 Plant Maintenance and Spares Supply tender.

Submission method: deposit bid response documents in the bid box, or submit online.

Closing date and time: 27 November 2026 at 10:00.

Late bids are not accepted.

Bids must be submitted on the official forms provided and must not be re-typed.

Returnable forms:

• SBD 1 (Invitation to Bid): completed and signed bid cover page with bidder and contact details.
• SBD 7 (Contract Form): successful bidder must fill in and sign a written contract form.

Mandatory registration: Central Supplier Database (CSD) for business registration, directorship, membership, identity numbers, tax compliance status and banking information.

B-BBEE: a valid B-BBEE certificate or sworn affidavit must be submitted to qualify for preference points.

Consequence: failure to provide any required particulars may render the bid invalid.

Evaluation framework: Preferential Procurement Policy Framework Act 2000, Preferential Procurement Regulations 2017 and the General Conditions of Contract (GCC).

Preference points: a B-BBEE certificate or sworn affidavit must be submitted to qualify for preference points.

Scope: SO3 plant maintenance and spares supply at Matla Power Station, Mpumalanga.

Contract period: five (5) years.

Basis: as-and-when-required.

Application: planned outages, opportunity outages, interim repairs and routine maintenance.

Contract form: successful bidder must fill in and sign a written contract form (SBD 7).

Pricing: total bid price, all inclusive.

Central Supplier Database (CSD): mandatory registration to upload business registration, directorship, membership, identity numbers, tax compliance status and banking information.

Tax compliance: SARS unique personal identification number (PIN) or printed tax compliance status (TCS) must be submitted; each consortium, joint venture or sub-contractor party must provide separate proof.

B-BBEE: a valid B-BBEE certificate or sworn affidavit must be submitted to qualify for preference points.

Foreign suppliers: must complete the foreign supplier questionnaire covering RSA residency, branch, permanent establishment and RSA source of income.

Scope: SO3 Plant Maintenance and Spares Supply at Matla Power Station

Duration: Five years

Basis: As-and-when-required during planned outages, opportunity outages, interim repairs and routine maintenance

Matla Power Station environmental management requirements:

• Work linked to a Matla Permit or Record of Decision (ROD), for example a Water Use License or Waste Permit, must be identified.
• Contractors transporting waste must supply a transportation and disposal certificate to the Matla Environmental department.
• Contractors must be aware of non-conformance procedure OMOP 2255.
• The polluter pays principle applies; corrective actions are the contractor's liability.

Environmental compliance requirements for contractors at Matla Power Station:

• Waste generation: contractors that generate waste must notify Matla and specify the type of waste, for example hazardous or domestic.
• Waste transport: contractors transporting waste must supply a transportation and disposal certificate to the Matla Environmental department.
• Non-conformance: bidders must be aware of non-conformance procedure OMOP 2255 and the polluter pays principle; corrective actions are the contractor's liability.
• Hazardous chemicals: if hazardous chemical substances are used, they must be listed or a 16-point MSDS attached. Examples include oil, grease, SAF-Heavy, hydrochloric acid, cleaning material and pesticides.

Health, safety and environmental disclosures required on the assessment form:

• Hazardous chemical substances: if used, list them or attach a 16-point MSDS. Examples include oil, grease, SAF-Heavy, hydrochloric acid, cleaning material and pesticides.
• Waste generation: notify Matla and specify the type of waste, for example hazardous or domestic.
• Hazardous chemical substance storage area: state whether it is required.
• Workshop: state whether the workshop is needed to execute the work.

Returnable documents:

• Authority to Submit Tender (Revision 0, November 2015): complete the certificate for the bidder's entity type - company, close corporation, partnership, joint venture or sole proprietor - authorising a named signatory to sign all tender documents and any resulting contract.
• Joint venture: attach a power of attorney signed by legally authorised signatories of all partners, plus a joint venture agreement stating that partners are jointly and severally liable and that the lead partner may incur liabilities, receive instructions and payments, and execute the contract for all partners.

Eligibility:

• The bidder must be a company, close corporation, partnership, joint venture or sole proprietor.
• The named signatory must be authorised by a board resolution (company), a majority vote of members (close corporation), the partners (partnership or joint venture), or the sole proprietor.
• The authorisation must cover signing all tender documents and any contract resulting from the tender.

Form must be fully completed and submitted to Eskom

Submission failure consequence: tenderer non-responsive and disqualified

Self-training requirement: e-Tendering Noddy Guide or video or clarification meeting

Competency confirmation: must confirm ability to operate E-Tendering Solution

All returnable forms submitted prior to tender closing

Form completion mandatory

Incomplete form: tenderer non-responsive and disqualified

Must confirm self-training on E-Tendering Solution and ability to operate

Mandatory returnable form: E-Tenderers' E-Tendering Training Acknowledgement Form

Must be fully completed and submitted to Eskom

Failure to comply: tenderer non-responsive and disqualified

Self-training acknowledgement required: e-Tendering Noddy Guide or video or clarification meeting

Competency confirmation: must confirm ability to operate E-Tendering Solution

Closing date: 27 November 2026 at 10:00.

No compulsory briefing or site visit specified in document.

Returnable document: Authority to submit a tender form.

Tenderer must complete the appropriate certificate based on organization type: A) Company - board resolution authorizing designated signatory; B) Close Corporation - member vote authorizing signatory; C) Partnership - key partners authorizing signatory; D) Joint Venture - joint venture agreement and power of attorney with lead partner authorization; E) Sole Proprietor - sole owner declaration.

All certificates must be completed, signed and submitted with the quotation.

Additional pages may be attached if space is insufficient.

Scope: SO3 Plant Maintenance and Spares Supply at Matla Power Station.

Contract period: five (5) years on an as-and-when-required basis.

Activities: planned outages, opportunity outages, interim repairs and routine maintenance.

Delivery location: Matla Power Station, Mpumalanga.

Compliance requirements: Complete the appropriate certificate based on bidder organization type as per Authority to submit a tender form: A) Company - board resolution authorizing signatory; B) Close Corporation - member vote authorizing signatory; C) Partnership - key partners authorizing signatory; D) Joint Venture - joint venture agreement and power of attorney with lead partner authorization confirming joint and several liability; E) Sole Proprietor - sole owner declaration.

All bidders must submit certified company/organisation documents as required.

Joint Venture bidders must submit a signed joint venture agreement and power of attorney.

SO3 plant maintenance and spares supply at Matla Power Station for 5 years, as-and-when-required during planned outages, opportunity outages, interim repairs and routine maintenance

Returnable documents:

• Integrity Declaration Form (Annexure A): must be completed, signed and submitted with the bid. Covers declaration of interest (Eskom/state employment, relationships), fair tendering practices, and joint venture details.
• Joint venture agreement (if bidding as a JV): a copy must be attached, incorporating a statement that all partners are jointly and severally liable, the lead partner is authorised to incur liabilities, receive instructions and payments, and be responsible for the entire execution of the contract.

Submission method, number of copies, packaging and closing time are not specified in this annexure; refer to the main tender document.

Disqualification grounds:

• Abuse of the procurement process (bid rigging, collusion) by the bidder or any director.
• Fraud or other improper conduct in relation to the procurement system.

Mandatory declarations (false declaration leads to rejection and action by Eskom):

• Whether the bidder or any director/member/shareholder appears on National Treasury's Database of Restricted Suppliers or the Register for Tender Defaulters.
• Whether the bidder or any director/member/shareholder has been convicted of fraud or corruption in respect of procurement processes in the past five years.
• Whether the bidder or any director/member/shareholder has been prohibited from doing business with any international financial development/funding agency or lending institution.
• Any Eskom employee, director, member or shareholder of the bidder must be declared, with proof of authorisation to undertake remunerative work outside public sector employment attached.
• Any controlling partner or relationship shared with another tenderer in this process must be declared, with proof attached.

Mandatory compliance items:

• Completed and signed Integrity Declaration Form (Annexure A).
• Declaration of interest: disclose any employee/director/member/shareholder who is also an Eskom employee, state employee, or related to an Eskom employee involved in tender evaluation/adjudication/negotiation (marital, familial, personal, financial relationships).
• Declaration of fair tendering practices: confirm no bid rigging, collusion, fraud or improper conduct.
• Declaration regarding National Treasury's Database of Restricted Suppliers and Register for Tender Defaulters.
• Declaration of any fraud/corruption convictions in procurement in the past five years.
• Declaration of any prohibition by international financial institutions.
• If any bidder employee/director is an Eskom employee, attach proof of authorisation for outside remunerative work.
• If the bidder shares a controlling partner or has any relationship with another tenderer, declare and attach proof.
• For joint ventures: submit the JV agreement with joint and several liability clause and lead partner authority.

SO3 Plant Maintenance and Spares Supply service at Matla Power Station for five years, provided on an as-and-when-required basis during planned outages, opportunity outages, interim repairs and routine maintenance. Service provider must supply maintenance materials and spares as needed by Eskom.

Pack validity: 1 March 2023 to 28 February 2024

No bid closing time stated in document

Contact name: not stated

Role: not stated

Email: [email protected]

Telephone: not stated

Submission address: Eskom Group Tax Department, Megawatt Park

Submission method: physical delivery to Eskom

Submission email/address: [email protected] (copy to Group Tax)

Pack validity: 1 March 2023 to 28 February 2024

No specific closing time stated

Evaluation requirement: complete either Evaluation Pack A (companies/CCs/trusts) or Evaluation Pack B (individuals)

Must answer all classification questions truthfully across six tests: residence, employee count (3+ employees), connected persons, income (80% from one client), place/control/supervision, and dominant impression

Sign relevant appendices/affidavits based on test results

Classification determines Employees' Tax withholding treatment

Technical scope: determine contractor classification under Income Tax Act (Fourth Schedule)

Apply classification tests: residence status, employee count (3+ full-time employees), connected persons rendering services, income test (80% from one client), place/control/supervision (duties at Eskom premises under Eskom control), and dominant impression test

Classifications: Independent Contractor, Personal Service Provider, Labour Broker, or Dependent Contractor

Each classification has specific Employees' Tax withholding requirements

Pack based on 2023/2024 tax year legislation

Must answer all questions truthfully

Pricing schedule determined by tax classification and IRP30 certificate status. If valid IRP30 certificate provided: no Employees' Tax withheld from payments; IT3(a) certificate with code 3617 and reason code 07 for non-deduction. If no valid IRP30 certificate: Employees' Tax withheld from payments at individual tax rates until valid certificate provided; IRP5 certificate with code 3617 issued. Labour Broker classification: N/A for IRP30, IRP5/IT3(a) code 3617 applicable. Dependent Contractor classification: IRP5/IT3(a) codes 3601 or "A" for tax rates 3616, or code "E" for tax rates. Different certificate codes apply for different contractor types.

Financial requirements: tax withholding rules depend on contractor classification

If valid IRP30 certificate provided: no Employees' Tax withheld from payments; IT3(a) certificate with code 3617 and reason code 07 for non-deduction

If no valid IRP30 certificate: Employees' Tax withheld at individual rates until valid certificate provided; IRP5 with code 3617 issued

Labour Broker classification uses code 3617

Dependent Contractor classification uses codes 3601 or 3616 for withholding

Different IRP5 codes apply for different contractor types

Compliance requirements: must be resident of South Africa unless Appendix 9 (Declaration of Non-Resident) signed and submitted

Must answer all classification questions truthfully

Must sign relevant appendices/affidavits based on test results

Must provide VAT Registration No. and Income Tax Registration No.

Must provide Contractor's Physical Business Address and Bank Details (account number, bank name, branch name, branch number, account type, account holder name)

Pack based on 2023/2024 tax year legislation

Failure to sign required appendices results in PAYE withholding from payments

No specific health and safety requirements stated in this tax evaluation pack. Document focuses on tax classification under Income Tax Act. Appendix listings include: Appendix 1 - Three or more full-time employees who are not connected persons; Appendix 2 - No connected persons will personally render service to Eskom; Appendix 3 - Services will not be performed mainly at Eskom and/or shall not be controlled or supervised by Eskom; Appendix 4 - Not more than 80% of income from any one client; Appendix 5 - Individual provides Eskom with a service as opposed to people; Appendix 6 - Declaration that contractor is a labour broker; Appendix 7 - Declaration that contractor is a dependent contractor or personal service provider; Appendix 8 - Declaration that contractor is an independent supplier or contractor; Appendix 9 - Declaration that contractor is a non-resident of Republic of South Africa; Appendix 10 - Definitions as per Income Tax Act, as amended.

Evaluation criteria based on tax classification evaluation pack. Bidder must complete appropriate pack (A for companies/CCs/trusts, B for individuals) and answer all classification questions. Key requirement: bidder must assess personal risk for quality of work performed or to be completed, including risk for poor quality, project time over-runs, and project not producing income. Additional questions cover residence, employee count, connected persons, income tests, place/control/supervision, and dominant impression. Signing of relevant appendices required based on answers.

The Eskom Supplier Integrity Pact applies to Eskom Holdings SOC Ltd, including all wholly owned subsidiaries, and to all existing and potential suppliers. It prescribes the ethical behaviour expected in dealings with Eskom and supplements Eskom's other commercial and ethics policies, codes and procedures. Suppliers must read the pact and complete, sign and submit the Integrity Declaration Form whenever they participate in any Eskom procurement process. Eskom and its suppliers undertake to refrain from dishonesty, fraud and corruption, including bad-faith, unfair and anti-competitive tendering such as under-pricing, collusion and bid rigging.

Mandatory integrity declaration

• Integrity Declaration Form: must be completed, signed and submitted whenever the bidder participates in any Eskom procurement process; it discloses any financial, personal or private interest or relationship with Eskom employees or directors, and any affiliation that may affect tender award decisions.
• Newly discovered interest: if the bidder later learns that its owners, members, directors, partners or shareholders are Eskom employees or directors in relation to a tender it joined, it must disclose the interest and provide the required information about the parties involved.

Confidentiality

• Non-Disclosure Agreement (NDA): required before confidential information accessed during the work may be disclosed; disclosure needs express consent from the authorised Eskom representative.

Conduct and gifts

• Gifts and business courtesies: must not exceed R1,500.00 and must not place an Eskom employee or director under obligation or improperly influence the recipient.
• No bribes, fees, commissions or inducements may be offered to or requested by an Eskom employee or director involved in evaluating, adjudicating or negotiating a transaction in which the bidder participates.
• No collusion: the bidder must not enter any dishonest or illegal agreement or understanding with other tenderers; the Integrity Declaration Form incorporates a Declaration of Fair Tendering Practices.
• No false information: the bidder must not deliberately misrepresent information or submit false certifications or forged documents; Eskom may audit the information and act against dishonest or fraudulent suppliers.

Reporting misconduct

• Report dishonest, fraudulent or inappropriate behaviour by an Eskom employee or director to the Eskom Ethics office at [email protected], the Eskom Forensic email at [email protected], or the toll-free hotline 0800 11 27 22; confidentiality is guaranteed.

Consequences of breach

• Breach may lead to the Supplier Discipline Process, suspension from the Eskom Vendor Database and referral to National Treasury for inclusion on the List of Restricted Suppliers.

Supplier discipline and sanctions

• Eskom may apply the Supplier Discipline Process where a supplier contravenes the integrity pact or commits misconduct, or where an Eskom employee or director acts in bad faith to benefit themselves or a supplier.
• After investigation and an opportunity for the supplier to make representations, Eskom may notify the supplier of its intention to suspend it from the Eskom Vendor Database, impose other sanctions, and/or institute disciplinary action against its employees or directors.
• Eskom may forward the names of such suppliers and their directors to National Treasury for inclusion on the List of Restricted Suppliers on the National Database.

Eskom's obligations

• Eskom undertakes to treat all tenderers during the tender process according to the constitutional principles of fairness, transparency, equity, cost-effectiveness and competitiveness.
• Eskom employees and directors involved in tender evaluation or negotiation may not accept, demand or be promised money, business courtesies, gifts, rewards, gratuities or favours from tenderers, and may not offer or accept loans or other benefits unless the same terms are offered to the general public or a section of it.
• If Eskom becomes aware of a relationship or interest of an employee or director in a tender under evaluation or negotiation, that person is excluded from the process.

Bidders must submit an authority certificate designating a named signatory empowered to sign all tender documents and any resulting contract. The certificate must correspond to the bidder's entity type (company, close corporation, partnership, joint venture or sole proprietor). Joint venture bidders must additionally provide a joint venture agreement stating joint and several liability and a power of attorney signed by all partners.

SO3 Plant Maintenance and Spares Supply at Matla Power Station. Services required on an as-and-when-required basis during planned outages, opportunity outages, interim repairs and routine maintenance. Contract period: five (5) years.

Eskom Holdings SOC Ltd invites tenders for SO3 plant maintenance and spares supply at Matla Power Station over a five-year period, on an as-and-when-required basis during planned outages, opportunity outages, interim repairs and routine maintenance.

The tender pack includes the scope of work, NEC contract, pricing schedule/BOQ, and a set of mandatory annexures (A–J) covering authorisation, acknowledgement, bidder particulars, integrity, local content, SBD 1, SBD 6.1 and SBD 4.

Closing date and time: 27 November 2026 at 10:00.

Tender validity period: 180 days from the closing date and time (24 weeks).

Clarification meeting: 11 November 2026 at 12:00, Microsoft Teams (non-compulsory).

• Meeting link: https://teams.microsoft.com/meet/3865813822262376?p=FBC2hrrFCvqJ4GLkcU
• Meeting ID: 386 581 382 226 237 6
• Passcode: Gn33Sx34
• Bidders must confirm attendance with the Eskom Representative, giving each attendee's name, position and contact details.

Site visits: by formal appointment only, arranged through [email protected].

Clarification queries: must be submitted in writing at least 10 working days before the closing date.

Tender opening: 18 November 2026 at 10:00, electronic download only; no public opening.

Eskom Representative:

• Name: Phindile Masina
• Telephone: 017 615 2945
• Email: [email protected]

Site visit appointments:

• Email: [email protected]

Fraud and corruption reporting:

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

Submission:

• Method: Eskom Tender Bulletin e-tendering portal
• URL: https://etendering.eskom.co.za

Service delivery location:

Matla Power Station

Mpumalanga

South Africa

Submission method: electronic only, via the Eskom Tender Bulletin e-tendering portal (https://etendering.eskom.co.za).

• No hard copies accepted.
• No ZIP or compressed files permitted.
• All documents must be uploaded in PDF format.
• Pricing schedule must be submitted as a PDF and also as an Excel copy.
• Upload limit: 500 MB per document; total submission capped at 4 GB.
• Documents must be filed under the Technical, Commercial, Financial and Other folders.
• The submission status must show as complete.
• If a bidder resubmits, only the latest version is accepted; earlier submissions become void.
• Late tenders will not be accepted.

Returnable documents (disqualifiable if not submitted by closing):

• Annexure A: Authorisation Form.
• Annexure B: Acknowledgement Form.
• Annexure C: Tenderer's Particulars.
• Annexure D: Integrity Pact Declaration Form (read the Supplier Integrity Pact first).
• Annexure E: CPA Requirements for Local Goods/Services (if applicable).
• Annexure F: CPA(IG) for Foreign Goods/Services (if applicable).
• Annexures G1–G4: SBD 6.2 local production and content declarations (only where designated materials apply).
• Annexure H: SBD 1 Invitation to Bid.
• Annexure J: SBD 4 Bidder's Disclosure.
• E-tendering Help Manual acknowledgement form.
• For joint ventures: letter of intent or JV agreement showing rights, obligations and profit shares; confirmation the JV will operate as a single incorporated entity; details of a single JV bank account independent of the partners.

Returnables due at closing but non-disqualifiable (a 5-working-day grace period applies):

• Annexure I: SBD 6.1 Preference Points Claim Form (PPPFA 2022).
• Tax clearance certificate where the bidder has not supplied a SARS PIN or CSD profile.
• Tax Evaluation Questionnaire (services contracts only).
• Employment Equity compliance proof (designated employers only).
• Completed NEC contract.
• Completed pricing schedule.

Returnables required before contract award:

• CSD registration number or CSD report.
• COIDA certificate of good standing or proof of application.
• Quality, safety and environmental documents as required by the scope.
• Latest approved annual financial statements of the tendering company (not the parent), including director's, auditor's or accounting officer's reports, statement of financial position, comprehensive income, changes in equity, cash flows and notes.
• Signed public interest score (unaudited South African entities only).
• ITA34C for the current and previous years of assessment (unaudited South African entities only).
• For unincorporated JVs or SPVs, each partner must submit its own annual financial statements.

Evaluation stages:

1. Eligibility and basic compliance screening.
2. Mandatory technical criteria (pass/fail).
3. Qualitative technical evaluation, weighted 100%.
4. Price and specific goals scoring under the PPPFA preference system.

Mandatory technical criteria (a "NO" on any one disqualifies the bid):

• Declaration letter confirming maintenance work on SO3 or similar plant in the past 5 years, with order number and contactable reference.
• ISO 3834 accreditation (quality management for welding) from a SANAS/SABS-accredited body.
• Welder Performance Qualification Record (WPQR) and Welding Procedure Specification (WPS).

Qualitative technical criteria (total 100 points):

• SO3 burner refractory maintenance method statement: 20 points.
• Previous relevant work experience: 20 points.
• SO3 converter maintenance method statement: 20 points.
• Technical resources and competence (organogram, CVs, qualifications, trade certificates, registrations): 20 points.
• Execution plan (task-order execution): 20 points.

Minimum qualifying score: 70/100. Bids below 70% are disqualified from further evaluation.

Price and preference points:

• Price scored out of 80 or 90 points.
• Specific goals scored out of 20 or 10 points under the PPPFA.
• Ranking uses the 80/20 or 90/10 preference system; price and specific-goal scores are added and ranked highest to lowest.
• Failure to submit proof of a specific-goal claim does not disqualify the bid but scores zero for that goal.
• Unconditional discounts are taken into account for evaluation; conditional discounts are not, but are applied at payment.
• Prices are evaluated inclusive of VAT, corrected for arithmetic errors, excluding contingencies, and adjusted for acceptable variations and net present value.

Objective criteria:

• Eskom may award to a bidder other than the highest scorer if objective criteria justify it; the SDL&I requirements apply.

Contractual requirements (assessed after ranking, before award):

• CSD registration.
• SHEQ requirements.
• SDI&L requirements.
• Financial analysis (financial statements, ITA34C, public interest score).
• 2% CSI (Corporate Social Investment) contribution.

Failure to meet these by the stipulated deadline may render the bid non-responsive.

Scope: SO3 plant maintenance and spares supply at Matla Power Station over five years, on an as-and-when-required basis during planned outages, opportunity outages, interim repairs and routine maintenance.

Work areas include:

• SO3 converter shells (10-60 converter shells and stubs): surface preparation, sandblasting of lance bands, wall-thickness inspection, and repair of identified shell areas.
• SO3 lances: inspection, cleaning and removal of ash build-up, replacement of eroded lance shields, and repair of blocked or leaking lances.
• SO3 burner refractory: repair or replacement of floor, wall and dome refractory, repair of the burner shell including the lower 30% where required, and dry-out and first-firing procedure with quality-control hold points.
• SO3 converter maintenance: preparation and isolation for shutdown, removal of ash and foreign material, cleaning and unblocking, identification and repair of at least five typical converter defects, filter replacement and catalyst handling or replacement.
• Unit sulphur skid: repair of steam leaks and replacement of steam jumpers and fittings as required.

Deliverables and standards:

• Method statements for burner refractory, converter maintenance and execution planning.
• Quality control plans (QCPs), inspection and test plans, welding and refractory quality controls, hold and witness points.
• Risk assessments, chemical handling and environmental controls, emergency response and close-out documentation.
• ISO 3834 accreditation for welding quality management.
• WPQR and WPS documentation.
• Organogram and CVs with certified qualifications, trade certificates and registrations for the proposed contract team.
• Verifiable evidence of SO3 or similar plant maintenance completed in the past five years, with task orders, purchase orders or completion certificates, client names and traceable references.
• Cataloguing of materials per Eskom labelling specifications after award; a line item for cataloguing must be included in the pricing schedule.

Bidders must submit method statements for:

• SO3 burner refractory maintenance: reconstruction and repair of the burner refractory and shell, covering floor, wall and dome repair or replacement, repair of the damaged shell including the lower 30%, and dry-out and first-firing procedure with quality-control hold points and safety precautions.
• SO3 converter maintenance: preparation and isolation for shutdown, removal of ash and foreign material, cleaning and unblocking, identification and repair of at least five typical converter defects, repair of blocked or leaking lances, filter replacement and catalyst handling or replacement.
• Execution plan: task-order execution approach.

Method statements are scored out of 20 points each; the minimum overall technical score is 70/100.

Experience:

• Verifiable evidence of SO3 or similar plant maintenance completed within the past five years.
• Evidence must include task orders, purchase orders or completion certificates, scope descriptions, client names and traceable contact references.
• Scored out of 20 points.

Qualifications and team:

• Organogram and CVs with certified qualifications, trade certificates and registrations for the proposed contract team.
• Demonstrated SO3 or similar plant experience and availability for planned and unplanned work.
• Scored out of 20 points.

Mandatory:

• Declaration letter confirming maintenance on SO3 or similar plant in the past five years, with order number and contact number.
• ISO 3834 accreditation.
• WPQR and WPS.

Quality requirements include:

• Quality control plans (QCPs) for each work area.
• Inspection and test plans.
• Welding and refractory quality controls.
• Hold and witness points.
• Risk assessments.
• Chemical handling and environmental controls.
• Emergency response and close-out documentation.
• ISO 3834 accreditation for welding quality management.
• WPQR and WPS documentation.

Qualitative evaluation includes a 20-point criterion for the technical resources and competence plan, covering quality, safety, outage readiness, spares management and reporting.

Pricing schedule/BOQ is included in the tender pack.

• Must be submitted as a PDF and an Excel copy.
• Prices must be inclusive of VAT.
• Unconditional discounts are considered in evaluation; conditional discounts are applied at payment.
• A line item for cataloguing must be included where cataloguing is required.
• Alternative tenders are not allowed.
• The pricing schedule is a non-disqualifiable returnable due at closing; a 5-working-day grace period applies.

Pricing:

• Completed pricing schedule required, submitted as PDF and Excel.
• Prices must be inclusive of VAT.
• Unconditional discounts are considered in evaluation; conditional discounts are applied only at payment.
• Alternative tenders are not allowed.

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.

Performance security:

• If a performance bond or demand guarantee is required, the bidder must nominate at least two financial institutions from Eskom's approved list. The requirement will be advised later.

Financial capacity evidence (before award):

• Latest approved annual financial statements of the tendering company (not the parent), including director's, auditor's or accounting officer's reports, statement of financial position, comprehensive income, changes in equity, cash flows and notes.
• Signed public interest score (unaudited South African entities only).
• ITA34C for the current and previous years of assessment (unaudited South African entities only).
• For unincorporated JVs or SPVs, each partner must submit its own annual financial statements.

Corporate social investment:

• A 2% CSI contribution is a contractual requirement.

Eligibility:

• Bidders, including JV or consortium members, must meet the eligibility criteria and must not be restricted from doing business with Eskom or State-Owned Companies.
• Ineligible if: national of a sanctioned country; submits more than one tender individually or as a JV partner; JV agreement lacks joint and several liability; conflict of interest (common controlling partner or access to another bidder's information); tender signed by an unauthorised person; restricted by National Treasury; on the Tender Defaulters list; restricted by Eskom; or subcontracts 100% of the scope.

Mandatory returnables (disqualifiable if missing at closing):

• Annexure A: Authorisation Form.
• Annexure B: Acknowledgement Form.
• Annexure C: Tenderer's Particulars.
• Annexure D: Integrity Pact Declaration Form.
• Annexure E: CPA for local goods/services (if applicable).
• Annexure F: CPA(IG) for foreign goods/services (if applicable).
• Annexures G1–G4: SBD 6.2 local production and content declarations (where designated materials apply).
• Annexure H: SBD 1 Invitation to Bid.
• Annexure J: SBD 4 Bidder's Disclosure.
• E-tendering Help Manual acknowledgement form.
• JV documentation: letter of intent or JV agreement, single-entity confirmation, and JV bank account details.

Non-disqualifiable returnables due at closing (5-working-day grace period):

• Annexure I: SBD 6.1 Preference Points Claim Form.
• Tax clearance certificate where no SARS PIN or CSD profile is provided.
• Tax Evaluation Questionnaire (services contracts only).
• Employment Equity compliance proof (designated employers only).
• Completed NEC contract.
• Completed pricing schedule.

Contractual requirements before award:

• CSD registration number or CSD report.
• COIDA certificate of good standing or proof of application.
• Quality, safety and environmental documents as required by the scope.
• Latest approved annual financial statements of the tendering company.
• Signed public interest score (unaudited South African entities only).
• ITA34C for current and previous years (unaudited South African entities only).
• 2% CSI contribution.

B-bbee:

• B-BBEE status level certificate issued by an authorised body, or a sworn affidavit under the B-BBEE Codes of Good Practice, or other prescribed proof.
• Specific goals are scored under the PPPFA; failure to submit proof scores zero for that goal but does not disqualify.

CIDB, CSDG and CPG: not applicable to this tender.

Safety and quality documents required before award:

• COIDA certificate of good standing or proof of application (South African bidders only).
• Quality, safety and environmental documents as required by the scope.

Method statements must include safety precautions, risk assessments, chemical handling and emergency response.

SHEQ requirements form part of the contractual requirements assessed before award.

Contract form: NEC3 Term Service Contract (TSC).

Main option: A — Priced contract with Activity schedule.

Dispute resolution: W1.

Secondary options:

• X2: Changes in the law.
• X17: Low service damages.
• X18: Limitation of liability.
• X19: Task Order.
• Z: Additional conditions of contract.

Payment terms:

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

Eskom may negotiate with preferred bidders if tendered prices are not market related.

Main contractors are discouraged from subcontracting to subsidiaries; any such subcontract must be declared in the tender.

A list of potential subcontractors is available at www.csd.gov.za.

Evaluation is in stages:

1. Eligibility and basic compliance.
2. Mandatory technical criteria (pass/fail).
3. Qualitative technical evaluation (100% weighting, minimum 70%).
4. Price and specific goals under the PPPFA preference system.

Qualitative technical criteria (total 100 points):

• SO3 burner refractory maintenance method statement: 20 points.
• Previous relevant work experience: 20 points.
• SO3 converter maintenance method statement: 20 points.
• Technical resources and competence: 20 points.
• Execution plan: 20 points.

Minimum qualifying score: 70/100.

Price and specific goals:

• Price scored out of 80 or 90 points.
• Specific goals scored out of 20 or 10 points.
• Ranking uses the 80/20 or 90/10 system.
• Failure to submit proof of a specific-goal claim scores zero for that goal but does not disqualify.

Contractual requirements (assessed after ranking, before award):

• CSD registration, SHEQ, SDI&L, financial analysis, 2% CSI.
• Failure to meet these may render the bid non-responsive.

The Invitation to Tender comprises the invitation documents, annexures and any additional requirements in the Tender Data. Documents required from the tenderer may form part of the contract if stated in the Tender Data. The Standard Conditions of Tender and Tender Data do not form part of the contract. Addenda are issued in the same manner as the invitation and form part of the tender documents. All communication must be in writing, in English, and directed to the Eskom Representative only.

Closing

• Date: 27 November 2026
• Time: 08:00 (South African Standard Time, GMT+2)

Compulsory site visit / clarification meeting

• A site visit or clarification meeting may be stipulated as compulsory in the Tender Data.
• Failure to attend a compulsory event results in disqualification.
• Details (date, time, venue) are in the Tender Data; not stated in this document.

Tender validity

• Tenders must remain valid for the period stated in the Tender Data; Eskom may request an extension.
• A tenderer that does not agree to extend validity is excluded from further consideration.

Eskom Representative

• All communication must be directed in writing to the Eskom Representative identified in the Invitation to Tender.
• No other Eskom official may be contacted.
• Contact details (name, email, telephone) are in the Tender Data; not stated in this document.

Submission

• Method: Eskom Tender Bulletin e-tendering page
• Physical address: not applicable for e-tendering

Enquiries

• Clarification requests must be submitted in writing to the Eskom Representative.
• Responses will be published on the Eskom Tender Bulletin and NT e-Tender Portal without disclosing the enquirer’s name.

Submission method

• Electronic submission only, via the Eskom Tender Bulletin e-tendering page.
• Paper tenders are not accepted for e-tendering; do not deposit in the Eskom tender box.
• Upload and finalise all documents (PDF/Excel) before the closing date and time.
• The system will not allow changes or finalisation after the closing time.
• Late tenders will not be accepted.

Submission format

• Submit in English.
• Written tenders must be completed in ink, not pencil.
• Sign the electronic tender; the named signatory is held liable.
• Organise documents into the Technical, Commercial and Financial folders on the e-tendering page.

Returnable documents

• Acknowledgement Form: confirms receipt of documents and whether the tender covers the whole or part of the scope.
• Proof of authority to act as agent: authenticated copy required if an agent submits on behalf of a principal.
• SDL&I Undertaking: complete and submit by contract award; failure renders the tender not considered for award.
• B-BBEE certificate/affidavit and CSD report/number: required at closing if B-BBEE is a pre-qualification criterion.
• CIDB registration proof: required at closing if CIDB grading is stipulated.
• SHEQ systems, policies and capability proof: required at closing and/or contract award.
• Designated material and threshold information: submit by contract award.
• Pricing schedule: complete all line items, including cataloguing if required.

Disqualification risks

• Late submission or failure to finalise upload.
• Missing original or copy in paper-based tenders (not applicable to e-tendering).
• Omission of mandatory returnables.
• Failure to attend a compulsory site visit or clarification meeting.
• 100% sub-contracting of the scope.
• Misrepresentation or falsified information.

Evaluation stages

1. Basic compliance check: responsiveness against Invitation to Tender requirements.
2. Mandatory returnables: tenders missing mandatory documents at closing are disqualified.
3. Pre-qualification criteria: must be met if stipulated; criteria are not measured twice across phases.
4. Functionality: if applicable, scored against criteria with a minimum threshold stated in the Tender Data; bidders must meet the threshold to proceed.
5. Financial analysis: Eskom assesses financial risk; mitigating factors may be required; high risk without mitigation leads to non-award.
6. Price evaluation: evaluated per Tender Data, considering factors such as CPA, FOREX, commodity exposure, unconditional discounts, technical adjustment, PV and forecasted invoicing rates.
7. B-BBEE scoring: level as per CSD report or certificate/affidavit; if pre-qualification, proof must be submitted at closing or disqualification; if not pre-qualification, missing/expired/fraudulent proof scores zero PPPFA points but does not disqualify.
8. Specific Goals scoring: supporting documentation required; failure to meet goals or submit proof scores zero points within the 80/20 or 90/10 allocation but does not disqualify.
9. Ranking: price score plus specific goals score, ranked highest to lowest per PPPFA.

Preference point system

• 80/20 or 90/10 price and preference point system applies.
• Objective criteria may be applied under PPPFA section 2(1)(f) only if stipulated; functionality and B-BBEE scorecard elements may not be used as objective criteria.

Arithmetic errors

• Amount in words prevails over figures.
• Eskom checks highest-ranked tenders for decimal point errors, pricing schedule omissions, multiplication and addition errors, and exchange rate errors.
• Tenderer may confirm tendered prices or accept corrections; refusal to accept corrections leads to rejection.

Reverse e-auction

• May be used; if so, tenderers submit a complete tender without prices; any prices included will not be considered.

Scope

• Maintenance and spares supply for SO3 plant at Matla Power Station.
• Contract period: five (5) years.
• Work is on an as-and-when-required basis during planned outages, opportunity outages, interim repairs and routine maintenance.

Deliverables

• Provision of spares and maintenance services as specified in the Invitation to Tender.
• Cataloguing: successful tenderer may be required to provide cataloguing information per item after contract award and ensure materials are labelled per Eskom specifications; pricing schedule must include a line item for cataloguing.

Sub-contracting

• 100% sub-contracting of the scope is not permitted; such tenders are ineligible and disqualified.

Site visit

• A compulsory site visit or clarification meeting may be stipulated in the Tender Data; failure to attend leads to disqualification.

Tenderers must provide proof of SHEQ systems, policies and capabilities at closing and/or contract award. All SHEQ costs and personnel must be reflected in the tender. The Acknowledgement Form must be completed and submitted with the tender, indicating whether the tender covers the whole or part of the scope. Eskom will not compensate tenderers for preparation or submission costs, including testing to demonstrate compliance with evaluation criteria.

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 and not subject to adjustment except as provided in the Invitation to Tender. Prices in South African Rand unless otherwise instructed; exchange rate and base date as stipulated. Alternative tenders only if a main tender is submitted and if permitted. Tenderers may not alter tender documents except to comply with instructions or correct their own errors; alterations must be initialled by all signatories and no correction fluid may be used. Mandatory returnables required at closing may not be submitted later. Eskom may request clarification and correction of prices; arithmetic errors are corrected with the tenderer’s concurrence, and the corrected total is binding. If a bill of quantities applies, line-item totals prevail over unit rates for multiplication errors; for decimal point errors, the line-item total prevails and the rate is corrected; for addition errors, the total of prices prevails and the tenderer revises item prices. Refusal to accept corrections leads to rejection. Designated material and threshold information must be submitted by contract award. Functionality, if applicable, has a minimum threshold. Financial analysis assesses risk and may require mitigating factors. Price evaluation considers CPA, FOREX, commodity exposure, unconditional discounts, technical adjustment, PV and forecasted invoicing rates. B-BBEE and specific goals are scored as described in the evaluation criteria. Ranking is by total points. Objective criteria may be applied only if stipulated.

Pricing

• Rates and prices must include all duties, taxes (including VAT) and levies applicable 14 days before the closing date.
• Prices must be fixed for the contract duration and not subject to adjustment except as provided in the Invitation to Tender.
• Prices in South African Rand unless otherwise instructed; exchange rate and base date as stipulated.
• Alternative tenders only if a main tender is submitted and if permitted.

Security for performance

• If security is required, the tenderer must provide names of at least two financial institutions it may approach; Eskom may reject unsuitable institutions.

Insurance

• Eskom-provided insurance may not cover the full contract requirements; tenderers should seek qualified advice.

Financial analysis

• Eskom will assess financial risk; mitigating factors may be required; if risk is too high or mitigation insufficient, the tenderer will not be considered for award.

Contract price adjustment

• Fixed prices apply; adjustment only as provided in the Invitation to Tender.

Eligibility

• Must meet eligibility criteria in the Tender Data.
• Not under restriction to do business with Eskom or State-Owned Companies.
• No 100% sub-contracting of the scope.

Statutory compliance

• Comply with National Treasury Instruction Notes, CIDB Regulations (for construction), dtic local content/production designations, PPPFA Regulations, Amended B-BBEE Codes, COIDA, OHS Act, and Eskom SHEQ requirements.

B-bbee

• If B-BBEE level is a pre-qualification criterion, proof (certificate, CSD number or CSD report) must be submitted at closing; failure or fraudulent/expired proof leads to disqualification.
• If not pre-qualification, missing/expired/fraudulent proof scores zero PPPFA points but does not disqualify.
• Sub-contractors’ B-BBEE status and CSD number or certificate/affidavit required at closing if sub-contracting to designated groups is a pre-qualification criterion.

CIDB

• If CIDB grading is stipulated, registration with the CIDB is required at closing, or proof of application at closing with actual registration by contract award.
• Failure to submit required CIDB proof leads to disqualification.

Sheq

• Proof of safety, health, environmental and quality systems, policies and capabilities must be provided at closing and/or contract award.
• All SHEQ costs and personnel must be reflected in the tender.

CSDG and CPG

• Contract Skills Development Goals apply to contracts of 12 months or more and of R5 million or more (professional/service) or CIDB grade 7 or higher (engineering/construction).
• Contract Participation Goals apply to construction works contracts in GB or CE classes, duration of at least 6 months, and where at least 25% of the main contract may be subcontracted in CE, EB, GB or ME classes.

Designated materials

• Information on designated materials and thresholds must be submitted by contract award; failure renders the tender not considered for award.

SDL&I Undertaking

• Must be completed and submitted by contract award; failure renders the tender not considered for award.

Fraud and fronting

• Misrepresentation or falsification may lead to disqualification, reporting to the B-BBEE Commission, suspension from doing business with State-Owned Companies for up to 10 years, and criminal prosecution.

Compliance with the OHS Act and Eskom’s SHEQ requirements is mandatory. Proof of SHEQ systems, policies and capabilities must be provided at closing and/or contract award. All SHEQ costs and personnel must be included in the tender. Contract Skills Development Goals (CSDG) apply to contracts of 12 months or more and of R5 million or more (professional/service) or CIDB grade 7 or higher (engineering/construction). Contract Participation Goals (CPG) apply to certain construction works contracts. Misrepresentation or falsification may lead to disqualification, reporting to the B-BBEE Commission, suspension from State-Owned Company business for up to 10 years, and criminal prosecution. The SDL&I Undertaking must be submitted by contract award.

Eskom may accept or reject any variation, deviation or alternative tender, and may accept the whole or part of a tender. Eskom may cancel the tender before contract conclusion and will give written reasons on request. Eskom may enter mandated negotiations with selected tenderers. Tenderers must hold their tenders valid for the stated period and extend if requested; refusal to extend excludes the tenderer. All procurement matters are confidential. Tenderers must check the final contract draft and sign the contract documents. The successful tenderer may be required to provide cataloguing information and label materials per Eskom specifications. If security for performance is required, the tenderer must name at least two financial institutions it may approach; Eskom may reject unsuitable institutions. The Standard Conditions of Tender and Tender Data do not form part of the contract.

Evaluation follows a sequence: basic compliance, mandatory returnables, pre-qualification criteria (if any), functionality (if applicable, with a minimum threshold), financial analysis, price evaluation, B-BBEE scoring, specific goals scoring, and ranking. Criteria are not measured twice across phases. Price evaluation considers CPA, FOREX, commodity exposure, unconditional discounts, technical adjustment, PV and forecasted invoicing rates. B-BBEE level is scored from the CSD report or certificate/affidavit; if pre-qualification, proof is mandatory at closing. Specific goals require supporting documentation; failure scores zero points but does not disqualify. Ranking adds price and specific goals scores. Objective criteria may be applied under PPPFA section 2(1)(f) only if stipulated; functionality and B-BBEE scorecard elements may not be used as objective criteria. A reverse e-auction may be used, in which case tenders are submitted without prices.

Returnable document

• E-Tendering Training Acknowledgement Form (Annexure 240-9722574 Rev 1): confirms the bidder has completed Eskom's self-training via the e-Tendering Noddy Guide, video or clarification meeting and can operate the e-Tendering solution.

Completion requirements

• The form must be completed in full: enquiry number, business name or joint venture, contact person, landline, cellphone and email address.
• The applicable acknowledgement paragraph must be selected and completed, then signed and dated with the signatory's designation.
• The form is a mandatory returnable and must reach Eskom within the prescribed period.
• An incomplete form renders the bid non-responsive and the bidder is disqualified from the procurement process.

Submission channel

• Bids are submitted electronically through Eskom's e-Tendering solution; the acknowledgement form is a precondition for participating in that channel.

Eligibility precondition

• The bidder must confirm completion of Eskom e-Tendering self-training and demonstrate the ability to operate the e-Tendering solution.
• Evidence: the signed E-Tendering Training Acknowledgement Form, submitted as a mandatory returnable within the prescribed period.
• Non-compliance: failure to complete and return the form in full makes the bid non-responsive and disqualifies the bidder.

Inspection and testing

• Eskom may inspect or test the goods, works or services and the workmanship at any stage.
• Goods, works or services are deemed accepted if Eskom does not notify the supplier of non-acceptance.

Rejection and rework

• Eskom may reject non-compliant goods by written notice stating the reason and whether replacement or rework is required.
• Rejected goods may be returned at the supplier's risk and cost, and the supplier bears the cost of replacement and of sourcing substitute goods from a third party.
• For works or services, the supplier must correct notified non-conformances or defects; if it delays, Eskom may have them corrected by a third party at the supplier's cost.

Price adjustment

• Prices or rates may include an amount for price adjustment, calculated using the formula stated in the agreement.

Currency

• Payment may be made in any currency, including a currency other than ZAR.
• A single exchange rate is used to convert to ZAR.
• Payment in a non-ZAR currency may not exceed the amounts stated in the agreement.

Payment

• Eskom pays within 30 days of receiving a correct tax invoice.
• The Eskom VAT registration number 4740101508 must appear on the tax invoice before payment is released.
• Eskom's CPA (IG) form must be completed by the supplier.
• Payment may be made in a currency other than ZAR, converted at a single exchange rate; non-ZAR payment is capped at the amount stated in the agreement.

Pricing

• Prices or rates may include a price adjustment calculated using the formula stated in the agreement.
• Delivery cost is deemed included in the price unless the bidder states otherwise in the tender.
• No payment is made for containers or packing materials, or for returning them to the supplier.

Statutory compliance

• The supplier must meet all statutory requirements relevant to the agreement.
• The agreement is governed by South African law, with the South African courts having jurisdiction.

Ethics

• Eskom requires the highest standard of ethical conduct from suppliers.

Acceptance of conditions

• The conditions form the basis of the contract and are deemed accepted unless the supplier rejects them.
• They override any conflicting supplier document unless Eskom agrees otherwise in writing; no Eskom employee or agent may vary them orally.
• The agreement comprises the order documents, these conditions, specifications, schedules and approved drawings.

Delivery

• Delivery means goods delivered or work completed at the specified point on or before the stated date.
• Late delivery or late completion may attract the penalty stated in the agreement.
• No payment is made where the supplier fails to supply the goods, services or works as agreed.
• Each consignment must be marked on the outside with the supplier's name and full destination details and include a packing note.
• An advice note stating the transport means, weight or volume, dispatch point and dispatch date must be sent to the delivery address.
• A detailed tax invoice must follow delivery or completion.
• The agreement number must appear on all correspondence.

Acceptance and risk

• Eskom may inspect or test the goods, works or services and the workmanship at any stage.
• Goods, works or services are deemed accepted if Eskom does not notify the supplier otherwise.
• Risk passes to Eskom on proof of delivery to the correct destination and acceptance.
• Ownership passes to Eskom on payment or as otherwise stated in the agreement.

Rejection and defects

• Eskom may reject non-compliant goods by written notice stating the reason and whether replacement or rework is required.
• Rejected goods may be returned at the supplier's risk and cost; the supplier bears the cost of replacement and of obtaining substitute goods from a third party.
• For works or services, the supplier must correct notified non-conformances or defects; if it delays, Eskom may have them corrected by a third party at the supplier's cost.

Warranty

• The supplier warrants the goods, works or services are fit for purpose and free from defects for one year from acceptance, unless the agreement states otherwise.
• Defects found within that period must be rectified free of charge within an agreed time.
• The supplier must apply reasonable skill and care in performing the contract.

Indemnity

• The supplier indemnifies Eskom against claims, costs and expenses arising from its negligence, infringement of intellectual or legal rights, breach of statutory duty, defective design, materials or workmanship, including those of its subcontractors, agents or employees.

Assignment and subcontracting

• Neither party may cede or delegate its rights or obligations, and the supplier may not subcontract, without the other's written consent.
• Eskom may, on written notice, cede and delegate its rights and obligations to its subsidiaries or divisions that become separate legal entities through restructuring.

Breach and termination

• If a party breaches the agreement and fails to remedy after written notice, the other party may terminate.
• Eskom may terminate at any time if the supplier defaults, becomes bankrupt, or is in financial circumstances that, in Eskom's opinion, prejudice performance.

Entire agreement

• The agreement is the entire agreement between the parties; no addition or variation is effective unless in writing and signed by both.

The annexure sets the SHE conditions a supplier must accept to work at or render services to Eskom, and requires the supplier to notify Eskom before appointing contractors or suppliers to start work.

Returnable document

• Annexure B Acknowledgement Form (Identifier 240-43921804 Rev 5): signed by the CEO, Director or Managing Director, with two witnesses, confirming that the bidder has obtained and understands the Eskom SHE documents and the consequences of non-compliance.

Disqualification risks

• Acknowledgement form not signed by an authorised person or not witnessed.
• Failure to demonstrate understanding of the SHE requirements listed in the annexure.

SHE compliance obligations for work at Eskom

• Comply with Eskom contractor Health and Safety standard 32-136.
• Comply with the SHE specification issued with the tender.
• Comply with the Occupational Health and Safety Act.
• Comply with the Mine Health and Safety Act where applicable.
• Comply with the Compensation for Occupational Diseases and Illnesses Act.
• Comply with the National Environmental Management Act.
• After contract award, align company processes fully with Eskom SHE policies, procedures and standards.

Induction

• All employees of the main supplier and of its contractors and suppliers must complete the relevant Eskom induction and the company induction.

Management of contractors and suppliers

• Demonstrate to Eskom the process and selection criteria used when appointing contractors and suppliers.
• Notify Eskom before appointing any contractor or supplier to commence work.
• Confirm that contractors and suppliers have adequate resources and competencies.
• Remain accountable for managing contractors and suppliers so that legal and Eskom requirements are met.
• Monitor contractors and suppliers through SHE audits and assessments during execution.
• Provide the grounds on which contractor or supplier work may be terminated.
• Handle all non-conformances of contractors and suppliers at every tier directly with the main supplier under the performance and penalty processes.
• Provide testimonials, references and client contact details, including Eskom, for similar previous work when Eskom requests verification.

SHE non-conformance

• Financial penalties are imposed on the main supplier for non-conformances by the main supplier, its subcontractors or its suppliers against Eskom or statutory SHE requirements.

Induction

• Every employee of the contractor or supplier must complete the relevant Eskom induction and the company induction.

Penalties

• Financial penalties apply to the main supplier for SHE non-conformances by the main supplier, its subcontractors or its suppliers, whether against Eskom or statutory SHE requirements.

No compensation for stoppages

• Work stoppages initiated for SHE reasons do not entitle the supplier to any financial compensation claim against Eskom.

SHE documents to comply with

• Eskom contractor Health and Safety requirements standard 32-136.
• The SHE specification provided with the tender.
• Occupational Health and Safety Act.
• Mine Health and Safety Act, where applicable.
• Compensation for Occupational Diseases and Illnesses Act.
• National Environmental Management Act.

Returnable form

• Annexure B Acknowledgement Form: signed acknowledgement that the SHE documents have been obtained and understood.

Post-award obligation

• The supplier must align its processes with Eskom SHE policies, procedures and standards after contract award.

SHE requirements the bidder must understand and meet

• Eskom contractor Health and Safety requirements standard 32-136.
• The SHE specification provided with the tender.
• Occupational Health and Safety Act.
• Mine Health and Safety Act, where applicable.
• Compensation for Occupational Diseases and Illnesses Act.
• National Environmental Management Act.

Post-award

• After contract award the supplier must align its processes fully with Eskom SHE policies, procedures and standards.

Acknowledgement

• The bidder must sign the Annexure B acknowledgement confirming it holds these documents and understands them and the consequences of non-compliance.

Contractor and supplier management

• The main supplier must show Eskom the process and selection criteria it uses to appoint contractors and suppliers.
• Eskom must be notified before any contractor or supplier is appointed to commence work.
• Contractors and suppliers must have adequate resources and competencies.
• The main supplier is accountable for ensuring contractors and suppliers meet the legal and Eskom requirements that apply to the main supplier during execution.
• Contractors and suppliers must be monitored through SHE audits and assessments while work is carried out.
• The main supplier must set out the grounds on which contractor or supplier work may be terminated.
• Non-conformances by contractors and suppliers at any tier are dealt with directly with the main supplier under the performance and penalty processes.
• Eskom may verify compliance and may require testimonials, references and client contact details, including Eskom contacts, for similar previous work.

Returnable document

• Annexure A (Integrity Declaration Form): must be completed, signed and submitted with the bid; it discloses any interest or relationship between the bidder's employees, directors, members or shareholders and Eskom or the state, and confirms fair tendering practices.

Joint ventures

• A copy of the joint venture agreement must be attached to the bid. It must state that all partners are jointly and severally liable for the contract, and that the lead partner may incur liabilities, receive instructions and payments, and is responsible for the entire contract on behalf of all partners.

The bid is disqualified if the bidder, or any of its directors, has:

• abused Eskom's procurement process, including bid rigging or collusion;
• committed fraud or other improper conduct in relation to the procurement system.

Disqualification also follows if the bidder, or any of its directors, members or shareholders:

• is listed on National Treasury's Database of Restricted Suppliers or the Register for Tender Defaulters;
• has been convicted of fraud or corruption in connection with procurement or tendering processes in the past five years;
• has been prohibited from doing business with any international financial development or funding agency or lending institution.

Integrity declaration

• The bidder must disclose any employment, contracting, consulting or directorship link between its employees, directors, members or shareholders and Eskom, the state or a state-owned entity.
• The bidder must disclose any relationship with an Eskom employee, contractor, consultant or director involved in the evaluation, adjudication or negotiation of the tender.
• The bidder must disclose any common controlling partner or relationship with another bidder in the same process that could give access to information about, or influence over, another bid, or influence Eskom's decisions.
• Where an employee, director, member, shareholder or owner is also employed by Eskom, the bidder must state whether this has been declared and whether authorisation exists to undertake remunerative work outside public sector employment, and attach proof.
• The bidder must state whether it shares a controlling partner or has any relationship with another bidder in the process, directly or through common third parties, and attach proof if so.
• The bidder must confirm that it is not listed on National Treasury's Database of Restricted Suppliers or the Register for Tender Defaulters.
• The bidder must confirm that neither it nor its directors, members or shareholders have been convicted of fraud or corruption in connection with procurement or tendering processes in the past five years.
• The bidder must confirm that neither it nor its directors, members or shareholders have been prohibited from doing business with any international financial development or funding agency or lending institution.

Joint ventures

• The joint venture agreement must be attached and must state that all partners are jointly and severally liable for the contract and that the lead partner is authorised to incur liabilities, receive instructions and payments and is responsible for the entire contract on behalf of all partners.

Ethics Office advice line

• Telephone: +27 11 800 3187 or +27 11 800 3189
• Email: [email protected]
• Fax: 086 663 4120

Confidential whistle-blowing hotline

• Telephone: 0800 11 27 22

Returnable document:

• SBD 6.1 (Preference Points Claim Form): claims B-BBEE preference points and records any subcontracting, including the subcontractor's B-BBEE status and EME/QSE designation.

B-BBEE proof:

• A valid B-BBEE status level certificate, a sworn affidavit as prescribed by the B-BBEE Codes of Good Practice, or other proof recognised under the B-BBEE Act must accompany the bid.
• If no proof is submitted with the bid, no B-BBEE preference points are claimed.

Preference point system: 80/20.

Points allocation:

• Price: maximum 80 points.
• B-BBEE status level of contributor: maximum 20 points.
• Total: 100 points.

Price scoring:

• Formula: Ps = 80 × (1 − (Pt − Pmin) / Pmin), where Pt is the bid price and Pmin is the lowest acceptable bid price.

B-BBEE points (80/20 system):

• Level 1: 20 points
• Level 2: 18 points
• Level 3: 14 points
• Level 4: 12 points
• Level 5: 8 points
• Level 6: 6 points
• Level 7: 4 points
• Level 8: 2 points
• Non-compliant: 0 points

Substantiation:

• The purchaser may require documentary proof of any preference claim before adjudication or at any later stage.

B-bbee:

• Bidders claiming B-BBEE preference points must submit a valid B-BBEE status level certificate, a sworn affidavit as prescribed by the B-BBEE Codes of Good Practice, or other proof recognised under the B-BBEE Act.
• Failure to submit proof with the bid means no B-BBEE points are claimed.

Returnable form:

• SBD 6.1 (Preference Points Claim Form): records the B-BBEE level claimed and any subcontracting details, including the subcontractor's B-BBEE status and whether it is an EME or QSE.

Company information required on SBD 6.1:

• Company or firm name.
• VAT registration number.
• Company registration number.
• Type of entity.
• Principal business activities.
• Company classification.
• Number of years in business.

Preference point system: 80/20.

Points allocation:

• Price: maximum 80 points.
• B-BBEE status level of contributor: maximum 20 points.
• Total: 100 points.

Price scoring:

• Formula: Ps = 80 × (1 − (Pt − Pmin) / Pmin), where Pt is the bid price and Pmin is the lowest acceptable bid price.

B-BBEE points (80/20 system):

• Level 1: 20 points
• Level 2: 18 points
• Level 3: 14 points
• Level 4: 12 points
• Level 5: 8 points
• Level 6: 6 points
• Level 7: 4 points
• Level 8: 2 points
• Non-compliant: 0 points

Substantiation:

• The purchaser may require documentary proof of any preference claim before adjudication or at any later stage.

Local content thresholds for steel value-added products used in construction:

• Fabricated structural steel: 100%
• Joining/connecting components: 100%
• Frames: 100%
• Roof and cladding: 100%
• Fasteners: 100%
• Wire products: 100%
• Ducting and structural pipework: 100%

Local content thresholds apply to designated items relevant to this scope:

• Valves, products and actuators: 70%
• Pumps, medium voltage (MV) motors and associated accessories: 70%
• Conveyance pipes: 80% to 100%
• Electrical and telecom cables: 90%
• Transformers and shunt reactors: 45% to 90% depending on class
• Solar PV components: 15% to 90% depending on component
• Steel value-added products for construction: 100% for fabricated structural steel, joining/connecting components, frames, roof and cladding, fasteners, wire products, ducting and structural pipework, plates, sheets, galvanised and colour coated coils, wire rod and drawn wire, sections, reinforcing bars
• Pumps, MV motors and associated accessories sub-components: 100% for casting or frame fabrication, fabrication and winding of the rotor core, accessories, assembly and testing of the fully-built unit

Scope: maintenance and spares supply for SO3 plant at Matla Power Station over five years, on an as-and-when-required basis during planned outages, opportunity outages, interim repairs and routine maintenance.

Local content thresholds for designated items that may be procured under this contract:

• Valves, products and actuators: 70%
• Pumps, medium voltage (MV) motors and associated accessories: 70%
• Conveyance pipes: 80% to 100%
• Electrical and telecom cables: 90%
• Transformers and shunt reactors: Class 0 90%, Class 1 70%, Class 2 70%, Class 3 45%, Class 4 10%; components and conversion activities 50% to 100%
• Solar PV components: laminated PV modules 15%, module frame 65%, DC combiner boxes 65%, mounting structure 90%, inverter 40%
• Steel value-added products for construction: fabricated structural steel 100%, joining/connecting components 100%, frames 100%, roof and cladding 100%, fasteners 100%, wire products 100%, ducting and structural pipework 100%, gutters, downpipes and lauders 100%, plates 100%, sheets 100%, galvanised and colour coated coils 100%, wire rod and drawn wire 100%, sections 100%, reinforcing bars 100%
• Pumps, MV motors and associated accessories sub-components: casting or frame fabrication 100%, fabrication and winding of the rotor core 100%, accessories 100%, assembly and testing of the fully-built unit 100%

Local content thresholds for pumps, medium voltage (MV) motors and associated accessories:

• Overall product: 70%
• Casting or frame fabrication: 100%
• Fabrication and winding of the rotor core: 100%
• Accessories: 100%
• Assembly and testing of the fully-built unit: 100%

Local content thresholds for rail permanent way:

• Overall: 90%
• Rails and rail joints: 100%
• Ballasts: 100%
• Ballastless: 100%
• Turnouts/switches and crossings: 100%
• Railway sleepers: 100%
• Rail fastening and accessories: 100%
• Railway maintenance of way plant and equipment: 70%
• Assembly and testing of fully built units: 100%

Local content thresholds apply to designated items. Bidders must meet the minimum local content percentage for each designated item offered. The thresholds relevant to this scope are:

• Valves, products and actuators: 70%
• Pumps, medium voltage (MV) motors and associated accessories: 70%
• Conveyance pipes: 80% to 100%
• Electrical and telecom cables: 90%
• Transformers and shunt reactors: 45% to 90% depending on class
• Solar PV components: 15% to 90% depending on component
• Steel value-added products for construction: 100% for listed products
• Pumps, MV motors and associated accessories sub-components: 100% for listed sub-components

No other compliance requirements are stated in the source.

Local content thresholds for steel value-added products:

• Plates: 100%
• Sheets: 100%
• Galvanised and colour coated coils: 100%
• Wire rod and drawn wire: 100%
• Sections: 100%
• Reinforcing bars: 100%

Local content threshold for pumps, medium voltage (MV) motors and associated accessories: 70%

The pack is a PAYE questionnaire used to classify contractors for Employees' Tax purposes under the Fourth Schedule to the Income Tax Act.

• Applies to: contractors (individuals, companies, close corporations, trusts) supplying services or labour to Eskom Holdings SOC Ltd and its subsidiaries.
• Subsidiaries covered: Eskom Rotek Industries SOC Ltd, Eskom Enterprises SOC (Pty) Ltd, Escap SOC (Pty) Ltd, Eskom Finance Company SOC (Pty) Ltd, Eskom Foundation NPC, National Transmission Company SA.
• Tax year: 2024/2025; based on legislation and case law for that year.
• Completion: the contractor or authorised representative must answer all questions truthfully; answers determine the next step.
• Return: submit the signed summary sheet and signed affidavits to Eskom, copying Group Tax at [email protected].
• Disclaimer: Eskom accepts no liability for loss or damage arising from use of the pack.

Group Tax

• Email: [email protected]

Eskom Corporate Tax Department

• Location: Megawatt Park

The document provided is a PAYE questionnaire pack, not the bid document for the SO3 Plant Maintenance tender. Submission instructions for the tender are not included.

Returnable documents for the PAYE pack:

• Completed Evaluation Pack A (companies, close corporations, trusts) or Pack B (individuals).
• Signed summary sheet.
• Signed affidavits as directed by the questionnaire (Appendices 1–9).
• Signed particulars of representative or individual.

Submission of the completed pack:

• Return to the Eskom contractor representative.
• Copy Group Tax at [email protected].

Tax withholding based on contractor classification:

• Labour broker (individual): if a valid IRP30 certificate is provided, no Employees' Tax is withheld and an IT3(a) with code 3617 is issued (reason code 07). If not provided, PAYE is withheld at individual tax rates and an IRP5 with code 3617 is issued.
• Dependent contractor (individual): PAYE is withheld at individual tax rates; payments coded 3601 or 3616 on IRP5/IT3(a).
• Personal service provider: PAYE is withheld at the prescribed tax rate; payments coded 3601 or 3616.
• Independent contractor: no PAYE withheld.

PAYE classification questionnaire

• Purpose: determines whether a contractor is an independent contractor, personal service provider, labour broker or dependent contractor for Employees' Tax withholding.
• Applicable to: contractors supplying services or labour to Eskom Holdings SOC Ltd and its subsidiaries.
• Tax year: 2024/2025.
• Completion: all questions must be answered truthfully; the pack must be signed by the contractor or an authorised representative.
• Consequences: failure to submit required affidavits or declarations results in PAYE being withheld from payments.
• Non-resident contractors: must sign Appendix 9 and submit the pack to Eskom Group Tax via the contractor representative.

Eskom's eTendering portal is the electronic channel through which suppliers lodge bids for tenders advertised on the Tender Bulletin, replacing lodgement at Eskom tender offices.

Access points

• Tender Bulletin: https://tenderbulletin.eskom.co.za — public listing of Eskom tenders, with a link through to the submission portal.
• eTendering portal: https://eTendering.eskom.co.za — tender information and document upload.

Registration

• A CSD number is a precondition for portal access.
• Registration requires a contact number in +27 format and completion of the anti-robot check.
• The email address must be verified before first login.
• Each login is authenticated by a one-time PIN sent to the registered cell phone and email address.

Closed tenders

• Certain tenders are not advertised on the Tender Bulletin; selected suppliers receive an emailed link to bid privately.

Support

• System faults on the Tender Bulletin, eTendering or OpenText platforms are reported to the Eskom buyer responsible for the tender.

Enquiries

• Route: the Eskom buyer named on the published tender
• Email: [email protected] (automated submission mailbox — not an enquiry channel)

Submission portal

https://eTendering.eskom.co.za

Tender listing

https://tenderbulletin.eskom.co.za

Submission channel

• Electronic submission only, through Eskom's eTendering portal at https://eTendering.eskom.co.za
• Tenders are also viewable on the Tender Bulletin at https://tenderbulletin.eskom.co.za
• Physical delivery to Eskom tender offices is no longer used.

Registration and access

• A CSD number is required before the portal can be accessed.
• Register on the portal with a contact number in +27 format and complete the anti-robot check.
• Verify the registration email, then log in with the registered email address and password.
• A one-time PIN is sent to the registered cell phone and email address at each login.

Uploading a bid

• Select the tender reference number, open the tender information page and start a new submission.
• Name each file, tag it with the correct category (technical, commercial, finance) and upload it.
• Check that every required document is attached before finalising.
• Finalise and close the submission; the portal records a submission timestamp.
• A confirmation email listing the submitted files and a submission ID is issued — keep it for later enquiries.

Technical limits

• Maximum size per file: 50MB.
• Maximum combined size of all uploaded files: 900MB.
• Recommended browser: Microsoft Edge.

System problems

• Contact the Eskom buyer responsible for the published tender if the Tender Bulletin, eTendering or OpenText systems fail.

CSD registration

• A valid Central Supplier Database number is mandatory; without it the eTendering portal cannot be accessed and no bid can be uploaded.

Returnable document:

• Annexure A (Integrity Declaration Form): declares any interest or relationship between the bidder's employees, directors, members or shareholders and Eskom or the State, and confirms fair tendering practices. A false declaration may lead to rejection of the bid and action by Eskom.

Joint ventures:

• The lead partner must sign the declaration on behalf of the JV.
• A copy of the JV agreement must be attached, stating that all partners are jointly and severally liable, that the lead partner may incur liabilities, receive instructions and payments, and is responsible for the entire contract execution.

Bidders must complete and sign Annexure A (Integrity Declaration Form).

Disqualification risks:

• Any director, member or shareholder listed on National Treasury's Database of Restricted Suppliers or the Register for Tender Defaulters.
• A conviction for fraud or corruption in procurement processes in the past five years.
• Prohibition from doing business with any international financial development agency or lending institution.
• Failure to declare an Eskom or State employment relationship, or failure to attach proof of authorisation to undertake remunerative work outside public sector employment where applicable.
• Failure to declare a controlling-partner or other relationship with another bidder in this process, or failure to attach proof.

Local content declaration requirements

• The bidder must state whether any portion of the goods or services offered has imported content.
• Where imported content exists, the bidder must record the SARB exchange rate for each applicable currency (US Dollar, Pound Sterling, Euro, Yen or other) as published on the date the bid was advertised.
• Proof of the SARB rate(s) used must be submitted with the bid.
• The stipulated minimum threshold for local production and content is set out in Annex A of SATS 1286:2011; the threshold values for this bid are not populated in the source.
• If challenges arise after award in meeting the threshold, the dti must be informed so that it can verify and issue directives in consultation with the accounting officer or authority.

Returnable documents

• SBD 6.2 (Declaration Certificate for Local Production and Content): declares the local content percentage and commits the bidder to the stated minimum threshold; must be signed by the CFO or other legally responsible person nominated in writing by the CEO or senior manager.
• Annex C (Local Content Declaration: Summary Schedule): consolidates the local content calculation and must be submitted with the bid.
• Annex D (Imported Content Declaration) and Annex E (Local Content Declaration: Supporting Schedule): completed first and retained by the bidder for at least five years for verification; not submitted with the bid.
• Proof of the SARB exchange rate(s) used, where any imported content is declared.

Disqualification risks

• SBD 6.2 or Annex C omitted from the bid.
• Local content below the stipulated minimum threshold for the designated sector.
• Subcontracting that reduces the overall local content below the minimum threshold.

Evaluation stages

• Stage 1: minimum local production and content threshold, measured in terms of SATS 1286:2011.
• Stage 2: price and B-BBEE, where a two-stage process is applied.

Local content calculation

• Formula: LC = [1 − x / y] × 100, where x is imported content in Rand and y is the bid price excluding VAT.
• Imported content is converted to Rand at the SARB rate published on the date the bid was advertised.
• Where a bid covers more than one product, the local content percentage for each product in Annex C applies.

Local content declaration values

• Bid price excluding VAT (y): stated in Rand.
• Imported content (x): stated in Rand, calculated in terms of SATS 1286:2011.
• Stipulated minimum threshold for local content: as set out in Annex A of SATS 1286:2011.
• Local content percentage: calculated in terms of SATS 1286:2011.
• Where a bid covers more than one product, the local content percentage for each product in Annex C applies.

Contract obligation

• The successful bidder must keep Declarations C, D and E updated with actual values for the full contract period.

Local content calculation

• Bid price excluding VAT (y): stated in Rand.
• Imported content (x): stated in Rand, calculated in terms of SATS 1286:2011.
• Local content percentage: calculated in terms of SATS 1286:2011 and compared with the stipulated minimum threshold.

Contract obligation

• The successful bidder must keep Declarations C, D and E updated with actual values for the full contract period.

Local production and content

• The bid is subject to the designated-sector local content regime under Regulation 8 of the Preferential Procurement Regulations, 2017.
• Only locally produced or manufactured goods meeting the stipulated minimum threshold for local production and content will be considered.
• Local content is measured in terms of SABS technical specification SATS 1286:2011.
• The minimum threshold is set out in Annex A of SATS 1286:2011; the threshold values for this bid are not populated in the source.
• Subcontracting may not reduce the local content of the overall contract value below the stipulated minimum threshold.
• If challenges arise after award in meeting the threshold, the dti must be informed so that it can verify and issue directives in consultation with the accounting officer or authority.

Declaration and verification

• SBD 6.2 must be completed, signed and submitted by the CFO or another legally responsible person nominated in writing; this obligation cannot be delegated to an external representative, auditor or third party.
• Annex C must be submitted with the bid; Annexes D and E must be retained for at least five years for verification.
• The procurement authority may request verification of local content in terms of SATS 1286:2011.
• Incorrect or unverifiable data may attract the remedies in Regulation 14 of the Preferential Procurement Regulations, 2017.

Local content measurement

• Imported content (x) is expressed in Rand and the bid price (y) excludes VAT.
• Imported content is converted to Rand at the SARB rate published on the date the bid was advertised.
• SATS 1286:2011 is available at no cost from the dti.

Disqualification

• A bid may be disqualified if SBD 6.2 and Annex C are not submitted with the bid documentation.
• The stipulated minimum threshold for local production and content is set out in Annex A of SATS 1286:2011; the threshold values for this bid are not populated in the source.

Two-stage evaluation

• Stage 1: bidders must meet the minimum threshold for local production and content.
• Stage 2: price and B-BBEE are evaluated for bidders that pass Stage 1.

Contractor assessment for work at Matla Power Station

• The contractor must describe the scope of the work to be performed on site.
• The contractor must state how long it will work at Matla Power Station.
• The work must be classified as outage, project, maintenance or other, with a description if other.