Transformer oil inhibitor dosing – technical evaluation only (ESKOM)

Returnable document

• Authority to Submit a Tender (Returnable Schedule): the bidder must tick its organisation type and complete the matching certificate, or attach a certified copy of a company or organisation document giving the same information.
• Company: board resolution naming the authorised signatory.
• Close corporation: majority member vote naming the authorised signatory.
• Partnership: authorisation signed by the full number of partners needed to bind the partnership.
• Joint venture: power of attorney from all partners plus the joint venture agreement confirming joint and several liability and the lead partner's authority.
• Sole proprietor: confirmation of sole ownership of the business.

Purpose

• Regular inhibitor dosing of transformer oil is required to extend the service life of transformers in Eskom's generation, transmission and distribution fleet.
• Transformer & Switchgear Services (T&SS) operates and maintains these assets and provides repair, maintenance, refurbishment and related engineering services on site and at its Rosherville workshop.

Background

• Additive dosing is new to the South African market and the technology to perform it has not been available locally.
• BHT is a solid supplied as crystal-like flakes; it melts at about 70 °C, boils at about 210 °C, is insoluble in water, dissolves in transformer oil, and has a specific gravity close to that of water.
• Transformer oil oxidises slowly in normal operation, degrading its insulating properties. An oxidation inhibitor — BHT, also called di-tert-butyl-para-cresol (DBPC) — is added at approximately 0.35% concentration to slow this.
• The inhibitor depletes over time and must be monitored and replenished to restore the specified concentration. Inhibited oil behaves differently from uninhibited oil, and the additive delays the formation of acids and sludge.
• Routine monitoring of colour, sludge, interfacial performance and acids will show no degradation trends, so conventional analytical test methods will not give the expected results.
• The service is delivered at Eskom power stations, transmission and distribution substations, and industrial installations for power utilities and private sector clients.

Contract basis

• Supply of the inhibitor dosing plant and BHT to perform inhibitor dosing at various Eskom sites nationwide over 5 years.
• No specific sites are guaranteed; dosing is requested on an as-and-when-required basis.

Enquiries

• Contact: Thabo Tsimane
• Role: Oil Depot Manager, Transformer & Switchgear Services
• Email: [email protected]
• Telephone: +27 11 629 4973
• Cell: +27 83 240 7211

Scope

• Supply of an inhibitor dosing plant and butylated hydroxytoluene (BHT) to dose transformer oil at Eskom sites nationwide.
• Contract period: 5 years, on an as-and-when-required basis; no specific sites or volumes are guaranteed.
• Work is performed at Eskom power stations, transmission and distribution substations, and industrial installations for power utilities and private sector clients.
• BHT (also known as di-tert-butyl-para-cresol / DBPC) is dosed to restore the inhibitor concentration to approximately 0.35% of the oil volume.

Dosing procedure

• Purchase BHT in plastic drums and pre-screen it to remove large solids.
• Attend the pre-site meeting and the substation induction course; obtain a work permit, complete a risk assessment and complete the workers register.
• Ensure the dosing vessel, pumps and pipes are clean; connect the oil circulation pipes and pump and bleed out trapped air.
• Connect the dosing plant inlet and outlet on the delivery side of the circulation pump, flush the dosing plant pipes and disconnect the breather.
• Extract 300 litres of oil into the dosing plant vessel and mix while heating to 60 °C.
• Measure the exact inhibitor volume needed to restore content to 0.35% and add it once the oil reaches 60 °C.
• Visually confirm the inhibitor is fully dissolved; mixing continues for the entire dosing process.
• Circulate oil for 2 hours on units with an oil volume below 50 000 litres and 4 hours on units of 50 000 litres and above.
• Close valves, disconnect pipes, restore the oil to the correct level, and bleed the Buchholz relay and conservator.
• Fit the Chromadec information plate next to the nameplate and clean the site.
• Take an oil sample from the Buchholz relay 6 months after dosing and send it for inhibitor content analysis; inform site staff.
• Complete the handing-over certificate and the Transformer / Reactor work report.

Equipment and materials to be supplied

• Oil additive dosing plant: 500 litre oil vessel with heaters, compliant with specification 240-100947435 Rev 1.
• BHT in dry form.
• High-volume oil circulation pump rated 20 000 l/h, with 50 mm pipes and connection flanges.
• Chromadec information nameplate with 3M VHB double-sided tape (UV, oil and heat resistant).
• PPE, tools, equipment, materials and consumables; 220 / 380 V supply.

Special requirements

• The information plate must record the inhibitor type, quantity added and dosing date; no engraving on site is permitted.
• The plate is fixed to the tank wall with 3M VHB double-sided tape at least 1 mm thick, next to the transformer nameplate and never on it.
• Plate format: 6 x 12 cm, white with black border, Arial Bold capitals 16 pt, stating that the oil is inhibited with 0.35% BHT, with the kg of inhibitor added, serial number and date.
• Heating elements must not scorch or blacken the oil.
• Protective devices must be installed to prevent air ingress into the transformer.
• Dosing may only be carried out with the transformer removed from service.

Verification and quality controls

• Visually confirm that the inhibitor compound is fully dissolved in the oil before and during dosing.
• Mixing must continue for the entire dosing process.
• The inhibitor content must be restored to 0.35% of the oil volume, measured precisely.
• Heating elements must not scorch or blacken the oil.
• The dosing plant must comply with specification 240-100947435 Rev 1.
• An oil sample must be drawn from the Buchholz relay 6 months after the dosing procedure and sent for inhibitor content analysis, with site staff informed of the result.
• A handing-over certificate and a Transformer / Reactor work report must be completed for each job.

Site access and safety obligations

• Provide personal protective equipment (PPE) for the work.
• Attend the substation induction course before working on site.
• Obtain a work permit, conduct a risk assessment and complete the workers register.
• Attend the pre-site meeting on site.
• Install protective devices to prevent air ingress into the transformer.
• Dosing must be performed only with the transformer removed from service.
• Provide tools, equipment, materials and consumables, and a 220 / 380 V supply.

Eskom's PAYE questionnaire for service contracts, used to classify contractors who supply services or labour to Eskom Holdings SOC Ltd and its subsidiaries — Eskom Rotek Industries SOC Ltd, Eskom Enterprises SOC (Pty) Ltd, Escap SOC (Pty) Ltd, Eskom Finance Company SOC (Pty) Ltd, Eskom Foundation NPC and Eskom National Transmission Company SA.

• Two versions: Pack A for companies, close corporations and trusts; Pack B for individuals.
• Valid for the 2025/2026 tax year, 1 March 2025 to 28 February 2026, and subject to changes in tax legislation.
• Eskom accepts no liability for loss or damage arising from use of the pack.

Pack validity

• Applies to service contracts from 1 March 2025 to 28 February 2026.
• Based on tax legislation and case law for the 2025/2026 tax year; use outside this period must first be referred to Eskom's Corporate Tax Department at Megawatt Park.

Eskom Group Tax

• Email: [email protected]
• Purpose: copy the completed pack, being the signed summary sheet and signed affidavits, to this address.

Referral address for non-resident contractors

Eskom Group Tax Department

Megawatt Park

Returnable pack

• Completed pack: the signed summary sheet plus the signed affidavits required by the questionnaire.
• Return the completed pack to Eskom and copy Eskom Group Tax at [email protected].
• Non-resident contractors: sign Appendix 9 and hand the pack to the Eskom contractor representative, who refers it to the Eskom Group Tax Department at Megawatt Park; no further questions are answered.
• Labour brokers holding a valid IRP30 exemption certificate: sign Appendix 6 and provide the certificate to Eskom.

Declarations to sign, as directed by the answers given

• Appendix 1: confirms the entity employs three or more full-time employees who are not connected persons.
• Appendix 2: confirms no connected person will personally render services to Eskom.
• Appendix 3: confirms services are not performed mainly at Eskom and are not controlled or supervised by Eskom.
• Appendix 4: confirms no more than 80% of income is, or is likely to be, received from one client.
• Appendix 5: confirms an individual supplies a service rather than people.
• Appendix 6: labour broker declaration.
• Appendix 7: dependent contractor or personal service provider declaration.
• Appendix 8: independent supplier or contractor declaration.
• Appendix 9: non-resident declaration.
• Appendix 10: definitions from the Income Tax Act 58 of 1962, for reference only.

Consequence of not signing

• Where a required affidavit or declaration is unsigned, PAYE is withheld from payments to the contractor.

Purpose

• Establishes whether a company, close corporation, trust or individual contracting to Eskom is an independent contractor, personal service provider, labour broker or dependent contractor, and the resulting employees' tax treatment.
• Pack A applies to companies, close corporations and trusts; Pack B applies to individuals.

Tests applied (Pack A)

• Residence: whether the entity is a South African tax resident.
• Employees exclusion: whether three or more full-time employees, excluding shareholders, members, beneficiaries and connected persons, work in the business.
• Connected persons: whether a connected person will personally render services to Eskom on the entity's behalf.
• 80% income test: whether more than 80% of income is, or is likely to be, received directly or indirectly from one client or an associated institution.
• Place, control and supervision: whether duties are performed mainly (more than 50%) at Eskom's premises and are subject to Eskom's control or supervision.
• Dominant impression test: eleven questions covering payment against completed deliverables, control of tools, staff and materials, exclusivity, sub-contracting rights, personal risk for quality and time overruns, obligation to attend regardless of available work, dependence on Eskom's business, inclusion in Eskom's organisational structure, Eskom-provided benefits, office and equipment.

Tests applied (Pack B)

• Service or people test, people test (including the IRP30 exemption certificate), residence test, employees exclusion, place and control test, and the same dominant impression test.

Classification outcome

• Personal service provider: a PSP answer to any of questions 6(i), 6(iii), 6(v), 6(vi) or 6(ix), or more than 50% PSP answers across questions 6(ii), 6(iv), 6(vii), 6(viii), 6(x) and 6(xi).
• Where PSP applies, Appendix 7 is signed, PAYE is withheld and the income is coded 3601 on the IRP5 certificate.
• Where Appendix 7 was already signed under question 4 or 5, code 3616 is used instead.
• Where Appendix 7 was not signed under question 4 or 5, Appendix 8 is signed.

Tax withholding

• PAYE is withheld from payments where a required affidavit or declaration is not signed.
• Where the personal service provider classification applies, PAYE is withheld and coded 3601 on the IRP5 certificate.
• Labour brokers must provide a valid IRP30 exemption certificate; until it is provided, PAYE is withheld from payments.
• Eskom may withhold from payments any taxes, interest and penalties it becomes liable to pay to SARS where the information supplied in the pack is inaccurate.

Banking details required

• Account number, bank name, branch name, branch number, account holder name, account type and whether the account is own, joint or third party.

Registration details required

• Income tax registration number, VAT registration number where applicable, and company, close corporation or trust registration number.
• Representative's identity number or passport details, and the contractor's physical and postal business addresses.
• Individual contractors: trading name, full names, surname, identity number, date of birth and contact details.

Tax status

• South African tax residence must be declared; non-residents sign Appendix 9 and are referred to Eskom Group Tax.
• Labour brokers must hold an IRP30 exemption certificate valid for the review period.
• The contractor or its authorised representative must declare that all questions are answered truthfully.
• The contractor must inform Eskom of any change to the information provided while contracted to Eskom.

The document is a spreadsheet-based supplier evaluation pack used by Eskom. It is designed to capture the contractor's details and to generate the required appendices and forms for a bid. The pack includes sections for contractor type, information (Part A and Part B), appendices, and definitions.

Returnable documents — complete, sign and submit with the bid:

• Evaluation Questionnaires (Part A and Part B) covering contractor particulars, services rendered and confirming company details.
• Affidavit Confirming Company, completed by the company.
• Agreement Between Two Parties, signed by both parties.
• Declaration of Interest (SBD 4): discloses any state employment or connection to the procuring institution.
• Certificate of Independent Bid Determination (SBD 9): certifies the price was set independently, with no collusion.
• Authority to Sign / Board Resolution: authorises the named signatory to bind the bidder.

Completion requirements:

• The bidder must provide a valid ID or passport number, income tax number, and complete banking details.
• All fields in the evaluation pack must be filled in; the pack uses a spreadsheet with mandatory validation.

Evaluation is conducted through the Evaluation Questionnaires (Part A and Part B).

The evaluation pack asks the bidder to select the relevant category (Employee, Service Provider, or other) and to complete the corresponding appendices.

The pack includes a summary review step where the bidder verifies all information before finalising.

No minimum qualifying score or preference point split (80/20 or 90/10) is stated in the source.

The document is a supplier evaluation pack used to capture contractor information. It does not describe any goods or services to be delivered. No quantities, locations, or service levels are stated.

The evaluation pack requires the bidder to confirm tax status (income tax number) and provide banking details. No B-BBEE level, CIDB grading, or other compliance thresholds are stated in the source.

OHS returnables are split into two submission tracks; the bidder completes only the track that matches its OHS certification status.

Track A — bidders without a certified auditable OHS system (Part A):

• Annexure B: signed acknowledgement of Eskom's OHS legal and other requirements.
• OHS plan: must address the OHS risks of the project/scope of work and align with the health and safety specification or requirements.
• Baseline OHS Risk Assessment (BRA): identifies, assesses and manages safety, health and environmental risks linked to the scope of work; the risk assessment methodology must be submitted with the BRA.
• Valid Letter of Good Standing (COIDA or equivalent).
• OHS policy signed by the CEO, complying with Section 7 of the OHS Act.

Track B — bidders certified for an auditable OHS system (Part B):

• Annexure B: signed acknowledgement of Eskom's OHS legal and other requirements.
• ISO 45001 certificate or equivalent.
• Valid Letter of Good Standing (COIDA or equivalent).

Each returnable is recorded as submitted (Y) or not submitted (N), with comments, and the outcome is captured as Recommended or Not Recommended. The completed form is signed off by Eskom's/Client's OHS Representative with designation, signature and date.

OHS compliance is assessed as a pass/fail returnable check, not a points score.

• Each required OHS returnable is marked submitted (Y) or not submitted (N), with comments recorded.
• Outcome per bidder: Recommended or Not Recommended.
• Bidders that omit the required OHS returnables for their track risk a Not Recommended outcome.
• No preference point system, weighting or minimum score is stated in this evaluation template.

Scope of work: the OHS plan must be written against the specific project/scope of work and its OHS risks, and must align with the health and safety specification or requirements issued for the work.

Baseline OHS Risk Assessment: must identify, assess and manage safety, health and environmental risks arising from the scope of work, and must be accompanied by the methodology used to perform the assessment.

OHS policy: must be signed by the CEO and must comply with Section 7 of the OHS Act.

Certified bidders: an ISO 45001 certificate or equivalent is accepted in place of the OHS plan, BRA and policy.

The template is applied to medium risk work.

OHS Act compliance:

• OHS policy signed by the CEO, complying with Section 7 of the OHS Act.
• Signed acknowledgement of Eskom's OHS legal and other requirements (Annexure B).

Statutory cover:

• Valid Letter of Good Standing (COIDA or equivalent) is mandatory on both submission tracks.

Certification:

• Bidders certified for an auditable OHS system must submit an ISO 45001 certificate or equivalent.
• Bidders without such certification must instead submit an OHS plan, a Baseline OHS Risk Assessment with methodology, and the CEO-signed OHS policy.

Eskom Rotek Industries (ERI) is using this procurement to drive socio-economic transformation, develop small, rural and township enterprises and designated groups, and support local industrial development. ERI may award to a supplier that commits to B-BBEE improvement or retention, skills development, job creation and socio-economic development benefiting residents of the local municipalities where the service is used.

Returnable documents

• B-BBEE Improvement or Retention Plan: essential document that must accompany the bid.
• SDL&I Implementation Schedule: completed by the successful supplier and returned to the ERI SDL&I representative for acceptance before contract award.
• SDL&I Data Collection Template: used for the quarterly compliance reports during the contract.

Preference points

• Bidders are scored under a preference point system based on specific goals.
• The SDL&I Matrix is not an evaluation criterion.

Award eligibility

• The successful supplier must accept the SDL&I objectives before it is eligible for award, in terms of section 2(1)(f) of the PPPFA.
• ERI reserves the right to award to a supplier that commits to B-BBEE improvement or retention, skills development, job creation and socio-economic development for beneficiaries in the local municipalities where the service is consumed.

Scope

• T&SS enabling contract for transformer oil inhibitor dosing.

Local labour

• At least 50% of semi-skilled labour and 100% of unskilled labour used on the works must be drawn from the local municipality where the service is consumed.
• The supplier is expected to retain a core team of specialised skills that may not be available in the area around the site.

Skills development

• Bursary of R80 000.00 per ERI-assigned beneficiary at a registered and accredited South African university of ERI's choice, for every R4.8 million invoiced of the cumulative contract amount.
• The commitment must be met within one month of reaching or exceeding each R4.8 million threshold.
• The bursary value is ceded to a bank account designated by ERI for later transfer to the university.

Socio-economic development

• 1% of the contract amount must fund corporate social investment initiatives for black communities identified by ERI.
• 1% of every invoiced amount is ceded to a special ERI account and consolidated with other suppliers' contributions.

Penalty

• 2.5% of the invoiced amount excluding VAT is levied at the end of each quarter in which SDL&I obligations are not met.

B-bbee

• B-BBEE Improvement or Retention Plan is an essential document to be submitted with the bid.
• Level 1 bidders must show how they will maintain their rating; all other bidders must show how they will improve it over the contract term.
• Bidders at Level 5 to Level 8, or non-compliant, must reach Level 4 by the end of the first contract year and improve by at least one level each year from the second year.

Job creation

• The bidder must state the number of jobs created and the number retained as a direct result of the contract.

Sdl&i

• Acceptance of the SDL&I objectives is a condition of eligibility for award under section 2(1)(f) of the PPPFA.
• The SDL&I Implementation Schedule must be completed and accepted by the ERI SDL&I representative before contract award.
• Quarterly compliance reports must be submitted on the SDL&I Data Collection Template; ERI reviews each report within 60 days and gives written notice of any shortfall.
• Corrective measures must be completed before the next quarter begins, failing which the SDL&I penalty is invoked.

The SDL&I Matrix is not an evaluation criterion. Bidders are scored under a preference point system based on specific goals. Acceptance of the SDL&I objectives is a precondition for award in terms of section 2(1)(f) of the PPPFA.

Pricing workbook for transformer oil inhibitor dosing. It contains a pricing sheet, a CPA calculations sheet, a sheet for LOA and accommodation for the truck driver, a sheet for the inhibitor dosing plant cycle, a sheet for the inhibitor dosing plant cycle (filters), and a sheet for the inhibitor Purolan BHT.

Scope

• Transformer oil inhibitor dosing, priced as a schedule of rates rather than a lump sum.
• The priced scope covers the site labour team, transport, materials and consumables, and the inhibitor dosing plant cycles.

Labour and site team (priced per day)

• Site Supervisor.
• Artisan.
• Semi-skilled worker.
• LOA and accommodation for the TRF team.
• Saturday rates: Artisan, Site Supervisor, Semi-skilled.
• Sunday and public holiday rates: Site Supervisor, Artisan, Semi-skilled.
• Artisan Rigger: Saturday rate and Sunday/public holiday rate.

Materials and consumables

• Nebar cork sheet, 3 mm and 6 mm (priced per sheet).
• Aerodet detergent, 35 L.
• Bio degreaser, 25 L.
• Rags, 5 kg.
• Red Oxide, 5 L.
• Grey paint, 5 L.
• Inhibitor: Purolan BHT (priced per kg).

Plant and transport

• 10-ton crane truck (priced per hour).
• Staff travelling by LDV and transport for the TRF team (priced per km).
• Safety file compilation and presentation.

Plant cycles priced separately

• Inhibitor dosing plant cycle.
• Inhibitor dosing plant cycle (filters).
• LOA and accommodation for the truck driver.

Pricing format

• Bill of quantities / schedule of rates: every line item is priced at a rate (per day, per km, per hour, per sheet, per kg, per litre or per each) against an estimated quantity.
• Rates are entered excluding VAT; 15% VAT is added.
• The schedule totals to a total value including VAT and a grand total.

Contract price adjustment (CPA)

• The contract is subject to price adjustment, with bidders proposing CPA proportions and indices split across:
• Labour — SEIFSA Table C-3.
• Transport and equipment — SEIFSA Table O-1.
• Materials and consumables — SEIFSA Table D-2.
• A fixed portion.

The Eskom Supplier Integrity Pact applies to Eskom Holdings SOC Ltd, its wholly owned subsidiaries, and all current and prospective suppliers. It sets out the ethical conduct expected of suppliers during procurement and contract execution, and supplements Eskom's other commercial and ethics policies and codes. Suppliers must read the pact and submit a completed, signed Integrity Declaration Form whenever they take part in an Eskom procurement process. Both Eskom and its suppliers commit to avoiding dishonesty, fraud, corruption, bad-faith tendering, under-pricing, collusion and bid rigging.

Returnable documents

• Eskom Supplier Integrity Declaration Form: must be completed, signed and submitted with every bid or quotation; it incorporates the Declaration of Fair Tendering Practices.
• Non-Disclosure Agreement: required before a supplier may receive or handle Eskom confidential information.
• Declaration of Interest: any financial, personal or private interest, relationship or affiliation with an Eskom employee or director must be disclosed, including interests that emerge after the bid is submitted.

Ethics and integrity

• The Eskom Supplier Integrity Pact binds all existing and potential suppliers, including consultants, contractors, sub-contractors and providers of goods and services.
• Bidders must read the pact and submit a completed, signed Integrity Declaration Form with every Eskom tender or RFQ.
• No collusion, bid rigging, bad-faith under-pricing, false certification or forged documents; Eskom may audit information submitted and act against a supplier found to have acted dishonestly or fraudulently.
• Business courtesies and gifts to Eskom employees or directors may not exceed R1500,00 and may not place the recipient under obligation or damage Eskom's reputation.
• Suppliers must be familiar with Eskom's publicly available supply chain policies and procedures, including the Standard Conditions of Tender.

Reporting misconduct

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

Supplier discipline

• Breach of the pact or other misconduct may trigger Eskom's supplier discipline process; Eskom investigates and gives the supplier an opportunity to make representations before acting.
• Sanctions include suspension from the Eskom Vendor Database and other measures, and the supplier's name together with its directors may be referred to National Treasury for listing on the Restricted Suppliers register.

Eskom's commitments

• Eskom will treat all tenderers according to the principles of fairness, transparency, equity, cost-effectiveness and competitiveness.
• Eskom employees and directors file annual Declarations of Interest, plus an additional declaration and a Non-Disclosure Agreement when involved in procurement; anyone with an interest in a tender is excluded from its evaluation or negotiation.
• Employees may not accept money, gifts, favours, gratuities or loans from tenderers, and gifts received in the ordinary course must be declared, recorded and authorised by managers.

General

• The pact is governed by South African law, is without prejudice to any civil or criminal proceedings, and remains in force until replaced; if any provision is invalid, the remainder stays valid.

Eskom Holdings SOC Ltd invites tenders for a T&SS enabling contract for transformer oil inhibitor dosing, running for five years.

• The Invitation to Tender is an open tender for the whole of the contract; tender documents are issued free of charge.
• The Eskom Standard Conditions of Tender apply and can be downloaded from www.eskom.co.za. Where the Tender Data and the Standard Conditions conflict, the Tender Data prevails.
• All queries and clarifications must be put in writing to the Eskom Representative; no other Eskom official may be approached.
• Submitting a tender is taken as acceptance of the Eskom Standard Conditions of Tender.
• Annexures A to J, the scope of work, the NEC or other contract and the pricing schedule or bill of quantities form part of the tender pack.

Closing date and time: 26 November 2026 at 10:00

Issue date: 26 October 2026

Non-compulsory clarification meeting: 12 November 2026 at 11:00, via Microsoft Teams — attendance is not compulsory

Clarification queries deadline: 10 working days before the tender submission deadline

Tender validity period: 120 days from the closing date and time (16 weeks)

Eskom Representative

• Name: Queen Gantsho
• Telephone: 011 629 8108
• Email: [email protected]
• Role: sole channel for all queries and clarifications on the tender; no other Eskom official may be approached

Procurement Manager

• Name: Zodwa Mwadira

Clarification meeting invitations

• Email: [email protected]

Fraud and corruption reporting

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

Submission channel

• Eskom Tender Bulletin, Eskom E-tendering site (electronic submission only)

Submission method

• Electronic only, through the Eskom Tender Bulletin on the Eskom E-tendering site.
• No hard copies are accepted; no zip or compressed files may be uploaded.
• Upload documents into the Technical, Commercial, Financial and Other folders.
• All documents in PDF. The price list must be submitted in PDF plus a copy in Excel.
• Upload limit: 500 MB per document; 4 GB for the whole submission.
• The submission status must show as complete before the closing time.
• If a tender is resubmitted, only the latest version is accepted and all earlier submissions become void.
• Late submissions are rejected. It is the bidder's responsibility to submit before the closing time.
• No public tender opening; tenders are downloaded electronically and prices are not read out.

Returnables required at closing (disqualifiable if incomplete, unsigned or absent)

• Annexure A — Authorisation Form: authorises the named signatory to bind the bidder, with a certified board, members, trustee or partnership resolution or JV power of attorney attached.
• Annexure B — Acknowledgement Form.
• Annexure C — Tenderer's Particulars.
• Annexure D — Integrity Pact Declaration Form; bidders must download and read the Eskom Supplier Integrity Pact.
• Annexure E — CPA for local goods/services (if applicable).
• Annexure F — CPA(IG) for imported goods/services (if applicable).
• Annexures G1–G4 — SBD 6.2 Declaration Certificate for Local Production and Content, with the local content summary, imported content and supporting schedules; required only where designated materials are involved.
• Annexure H — SBD 1 Invitation to Bid, completed by all bidders including foreign suppliers.
• Annexure J — SBD 4 Bidders Disclosure.
• E-tendering Help Manual acknowledgement form.
• Completed NEC or other Contract.
• Completed Pricing Schedule, in PDF and Excel.

Returnables required at closing (non-disqualifiable — 5 working days to remedy on written request)

• Annexure I — SBD 6.1 Preference Points Claim Form under the PPPFA 2022 regulations.
• Proof of specific goals claim; failure to submit means zero points for specific goals, not disqualification.
• Tax clearance certificate where applicable.
• Tax Evaluation Questionnaire (personal service provider test for companies, close corporations and trusts).
• Employment Equity compliance proof (South African bidders that are designated employers).
• Additional documents such as ECSA, SACPCMP, CVs, permits, licences or registrations where applicable to the scope.

Joint venture bidders

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

Disqualification risks

• Any disqualifiable returnable not fully completed, signed or submitted by the closing time.
• Tender received after the closing time.
• Tender signed by an unauthorised person.
• More than one tender submitted by the same bidder, individually or as a JV partner.
• A JV agreement that does not state joint and several liability.
• A conflict of interest, restriction by National Treasury, or listing on the Tender Defaulters list.
• Subcontracting 100% of the scope of work.
• Failure to meet contractual requirements by the stipulated deadlines.

Evaluation stages

1. Eligibility and basic compliance screening.
2. Functionality evaluation against the technical criteria.
3. Price and specific goals scored under the PPPFA preference system.
4. Objective criteria assessment, then negotiation and award.

Functionality

• Minimum qualifying score: 80%.
• Bidders scoring below the threshold are disqualified and not evaluated further.
• Criteria are set out in the technical document.

Price and preference points

• Price is scored out of 80 or 90 points.
• Specific goals are scored out of 20 or 10 points under the 80/20 or 90/10 system.
• Ranking is by the combined price and specific goals score, highest to lowest.
• Missing evidence for a specific goal claim scores zero for that goal but does not disqualify the bid.

Price evaluation basis

• Prices are evaluated inclusive of VAT.
• Arithmetic errors are corrected.
• Contingencies in any bill of quantities or activity schedule are excluded.
• Acceptable variations, deviations or alternative tenders are adjusted for.
• Net present value comparison applies, based on the tendered programme and prices, price adjustment factors, exchange rate fluctuations and other risk parameters where applicable.
• Unconditional discounts count for evaluation; conditional discounts do not, but are applied at payment stage.

Objective criteria

• Safety, Quality, Financial Evaluation, Negotiation and Award.
• Eskom may award to a bidder other than the highest scorer where objective criteria justify it.

Contractual requirements

• Assessed after evaluation and ranking, not as evaluation criteria.
• Proof of compliance must be submitted before contract award; failure by the deadline may render the bid non-responsive.

Other

• Alternative tenders are not allowed.
• Reverse e-auction is not applicable.

Scope

• T&SS enabling contract for transformer oil inhibitor dosing.
• Contract period: 5 years.
• The tender covers the whole of the contract; no partial award.

Deliverables and standards

• Supply quality management must comply with Specification 240-105658000.
• Form A — Tender and Contract Quality Requirements for 240-105658000, and Quality Requirements for the ISO 9001 standard, reference 240-68099512.
• Supplier Quality Management — List of Tender Returnable Documents, reference 240-12248652.
• Additional safety and quality documents as required by the scope of work.
• Technical/functionality documents as set out in the technical document.

Cataloguing

• The successful bidder may be required to supply cataloguing information per item after award.
• All materials delivered to Eskom must carry Eskom labelling as stipulated.
• Where cataloguing applies, the Pricing Schedule must include a line item for it, which bidders must price; Eskom pays for cataloguing.

Pricing submission

• A completed Pricing Schedule is required if it is not already contained in the NEC or other contract.
• The price list must be submitted in PDF with a copy in Excel.
• Upload limit: 500 MB per document and 4 GB for the whole submission.

Pricing content

• Where cataloguing applies, the Pricing Schedule must include a priced line item for cataloguing; Eskom pays for cataloguing.

Price evaluation

• Prices are evaluated inclusive of VAT, corrected for arithmetic errors and excluding contingencies in any bill of quantities or activity schedule.
• Acceptable variations, deviations or alternative tenders are adjusted for.
• Net present value comparison applies, based on the tendered programme and prices, price adjustment factors, exchange rate fluctuations and other risk parameters where applicable.
• Unconditional discounts count for evaluation; conditional discounts do not, but are applied when payment is made.
• Price carries 80 or 90 points under the PPPFA preference system, with specific goals carrying 20 or 10 points.

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.

Pricing

• Completed Pricing Schedule required, in PDF and Excel format.
• Prices are evaluated inclusive of VAT, corrected for arithmetic errors and excluding contingencies in any bill of quantities or activity schedule.
• Unconditional discounts are taken into account for evaluation; conditional discounts are not, but are implemented at payment.
• Where cataloguing applies, a priced line item for cataloguing must be included.

Financial capacity evidence

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

Other

• Provision of security for performance: not applicable.
• Eskom reserves the right to negotiate with preferred bidders where tendered prices are not market-related.

Mandatory contractual requirement

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

Tax

• Local bidders must provide a SARS e-filing PIN for verification and/or a CSD profile or CSD number.
• Foreign bidders with a South African footprint that are not registered on CSD and have no SARS PIN must submit a certified copy of a tax clearance certificate.
• Foreign suppliers with no South African footprint complete SBD 1 but need no proof of tax compliance.
• Tax Evaluation Questionnaire required where the contract is a personal services contract, to test whether a company, close corporation or trust is a personal service provider for PAYE.

B-BBEE and specific goals

• Proof of B-BBEE status level of contributor is required to claim specific goals points: a B-BBEE status level certificate from an authorised body, a sworn affidavit under the B-BBEE Codes of Good Practice, or another requirement prescribed under the B-BBEE Act.
• Failure to submit proof of a specific goals claim scores zero for that goal but does not disqualify the bid.

Employment equity

• South African bidders falling within the definition of a designated employer must provide proof of compliance with the Employment Equity Act, including proof of submission of the Employment Equity report to the Department of Labour.

Safety

• South African bidders must submit an original COIDA certificate of good standing, or proof of application, issued by the Compensation Fund or a licensed compensation insurer.
• SHE returnables must be submitted and are evaluated per Annexure C2.

Quality

• Compliance with Specification 240-105658000, Form A quality requirements for 240-105658000, ISO 9001 requirements 240-68099512, and the Supplier Quality Management returnable list 240-12248652.

Local content

• SBD 6.2 Declaration Certificate for Local Production and Content, with Annexures G1 to G4, applies only where designated materials are included.

CIDB

• CIDB grading is not applicable to this tender.

Eligibility

• Bidders, or their principals, must not be restricted from doing business with Eskom or any state-owned company.
• Bidders must not hold the nationality of a country on an international sanctions list; this also applies to proposed subcontractors and suppliers.
• Bidders must not have a conflict of interest, including a common controlling partner or majority shareholder, or a relationship enabling access to another bidder's information or influence over the process.
• Bidders must not be restricted by National Treasury or appear on the Tender Defaulters list.
• Bidders may not submit more than one tender, individually or as a JV or consortium partner.
• JV or consortium agreements must state that the parties are jointly and severally liable for contract execution.
• Bidders may not subcontract 100% of the scope of work.
• Main contractors are discouraged from subcontracting to their own subsidiaries; any such subcontract must be declared in the tender.

Contractual requirements assessed before award

• SHEQ requirements, financial viability through submission of financial statements, and any other requirements stipulated. Failure to meet them by the deadline may render the bid non-responsive.

Safety returnables

• South African bidders must submit an original COIDA certificate of good standing, or proof of application, issued by the Compensation Fund or a licensed compensation insurer.
• SHE returnables must be submitted and are evaluated in line with Annexure C2.
• Additional safety and quality documents may be required depending on the scope of work.
• SHEQ requirements form part of the additional contractual requirements assessed before contract award.

Contract form

• The contract conditions are the NEC3 Term Service Contract.
• The tender is for the whole of the contract; Eskom may accept or reject any tender on that basis.

Eligibility restrictions

• Bidders, or their principals, must not be restricted from doing business with Eskom or state-owned companies.
• Bidders must not hold the nationality of a country on an international sanctions list; the same test applies to proposed subcontractors and suppliers.
• A bidder may not submit more than one tender, whether alone or as a partner in a JV or consortium.
• JV or consortium agreements must state that the parties are jointly and severally liable for executing the contract.
• Bidders must not have a conflict of interest; prima facie conflict includes a common controlling partner or majority shareholder, or a relationship giving access to another bidder's information or influence over the process.
• Tenders signed by unauthorised persons are ineligible.
• Bidders restricted by National Treasury or listed on the Tender Defaulters list are ineligible.
• Subcontracting 100% of the scope of work is not permitted.

Payment

• 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.

Other

• Eskom reserves the right to negotiate with preferred bidders where tendered prices are not market-related.
• Main contractors are discouraged from subcontracting to their own subsidiaries, which may be treated as fronting; any such subcontract must be declared in the tender.
• A list of potential subcontractors can be drawn from www.csd.gov.za.

Contractual requirements

• Mandatory for all tenders: proof of CSD registration.
• Additional requirements where applicable: SHEQ requirements, financial viability through submission of financial statements, and any other stipulated requirement.
• These are not evaluation criteria; they are assessed after evaluation and ranking, and proof must be submitted before contract award.
• Missing the stipulated deadline for contractual requirements may make the bid non-responsive and ineligible for award.

Contract conditions

• The contract conditions are the NEC3 Term Service Contract.

CIDB

• CIDB requirements are not applicable to this tender.

Skills development and participation goals

• Contract Skills Development Goals: not applicable.
• Contract Participation Goals: not applicable.

Other

• Reverse e-auction is not applicable.

The tender concerns transformer oil inhibitor dosing. The document provided is only the Eskom method statement template, which requires the bidder to describe:

• Scope of work as per the contract or RFQ, including objectives and outputs.
• How customer needs are identified and communicated.
• Skills, competencies and training required to deliver the scope.
• PPE required.
• Tools and equipment needed, including testing and measurements.
• Organisational mission, vision and values.
• Risk identification and mitigation actions for the scope.
• Actions to improve business process efficiency and effectiveness.
• Data to be collected and analysed for decision-making.
• Affected stakeholders and how they are impacted, including supplier selection and monitoring.
• Whether outsourcing is involved and how suppliers are managed.

The method statement must identify the relevant reference documents and disciplines.

Tender process

• Open invitations to tender are advertised on the Eskom Tender Bulletin and the National Treasury e-Tender Portal; closed invitations are sent directly to identified bidders.
• Addenda are published on the same platform as the original invitation and form part of the tender documents.
• Bidders must check the Eskom Tender Bulletin and NT e-Tender Portal regularly for addenda and for changes to the closing date and time.

Communication

• All communication must be in writing, in English, and directed to or from the Eskom Representative only; no other Eskom official may be approached.
• Requests for clarification must allow Eskom reasonable time to respond and bidders reasonable time to adjust their tenders.
• Eskom publishes all clarification requests and responses, without naming the bidder, on the platform where the tender was advertised.
• Eskom takes no responsibility for non-receipt of communications.

Submission method

• Paper submission: deliver the complete original tender plus one complete hard copy to the address and tender box stated in the Tender Data.
• E-tendering: upload and finalise the tender on the Eskom Tender Bulletin e-tendering page; depositing into the Eskom tender box is not accepted for e-tendering.
• Email submission is not accepted unless the Tender Data states otherwise.
• Proof of posting or courier delivery does not count as proof of delivery.
• Late tenders are not accepted and are returned unopened.

Packaging

• Original and copy go in separate packages marked "ORIGINAL" and "COPY"; any electronic copy is packaged separately and marked "ELECTRONIC COPY".
• The packages are sealed together in an outer package marked "Confidential".
• Each package must show the Eskom submission address, the invitation to tender number, the bidder's name, physical address, email address and the telephone number of the authorised signatory.

Format

• Tenders must be in English and completed in ink, not pencil.
• The original tender must be signed by a duly authorised signatory.
• No alterations or additions to the tender documents are allowed other than to comply with Eskom instructions or to correct the bidder's own errors; corrections must be initialled by all signatories and may not use correction fluid or tape.
• Alternative tenders are accepted only if a main tender is also submitted and the invitation permits alternatives.

Returnables

• Acknowledgement Form: confirms receipt of the documents and states whether the tender covers the whole or part of the works, services or supply.
• Mandatory tender returnables: must be submitted by the closing date and time; missing them disqualifies the tender.
• Contract-award returnables: required before contract award.
• SDL&I Undertaking: must be completed and submitted by no later than contract award.
• Proof of authority to act as agent: an authenticated copy is required where an agent submits on behalf of a principal.
• All returned documents, forms and schedules must be fully completed, and certificates and registrations must be valid and current for the whole tender validity period.

Disqualification risks

• Original tender or copy not submitted at all.
• Mandatory returnables not submitted by the closing date and time.
• Late submission.
• Failure to attend a compulsory site visit or clarification meeting.

Evaluation stages

1. Basic compliance: tenders failing the basic compliance requirements are non-responsive.
2. Mandatory returnables: a tender missing mandatory documents or information by the closing date and time is disqualified.
3. Pre-qualification criteria: applied where stipulated; Eskom does not measure the same criterion in more than one phase.
4. Functionality: scored where it is a criterion; bidders must meet the minimum threshold stated in the Tender Data to proceed.
5. Financial analysis: Eskom assesses the financial risk of contracting with the bidder; if mitigating factors are absent, insufficient, or the risk is too high, the bidder is not considered for award.
6. Price: evaluated on the criteria in the Tender Data, taking into account CPA, FOREX, commodity exposure, unconditional discounts, technical adjustment, present value and forecast invoicing rates.
7. B-BBEE and Specific Goals: scored as set out below.

Preference points

• Ranking combines the price score and the Specific Goals score, highest to lowest, under the PPPFA 90/10 or 80/20 system.
• B-BBEE level is scored from the CSD report, certificate or affidavit.
• Where B-BBEE level is a pre-qualification criterion, proof must be submitted by the closing date and time or the tender is disqualified; a fraudulent or expired level also disqualifies.
• Where no B-BBEE certificate or affidavit is submitted, or it is fraudulent or expired, the tender is not disqualified but scores zero PPPFA points.
• Failure to meet Specific Goals or to submit supporting proof scores zero points for Specific Goals within the 90/10 or 80/20 allocation.

Other

• Objective criteria may be applied under section 2(1)(f) of the PPPFA only if stipulated in the invitation; functionality and B-BBEE scorecard elements may not be used as objective criteria.
• A reverse e-auction may be used; where it applies, bidders submit a complete tender without prices and any prices included are disregarded.
• Arithmetical errors: where figures and words differ, the amount in words prevails. Eskom notifies the bidder of errors and the bidder must confirm or accept corrected prices; refusal to accept the correction results in rejection.

Cost of tendering

• Eskom does not compensate bidders for costs of preparing or submitting a tender, including testing needed to demonstrate compliance with the evaluation criteria, or for negotiating a contract.

Document checks

• Bidders must check the invitation documents on receipt and notify the Eskom Representative of any discrepancy or omitted document.
• The Acknowledgement Form must be completed and submitted with the tender and must state whether the tender covers the whole or part of the works, services or supply identified in the specification or works information.

Pricing format

• Rates, prices and the tendered total must include all duties, taxes (including VAT) and levies payable by the successful bidder, as applicable 14 days before the closing date and time.
• Prices must be fixed for the contract duration and are not subject to adjustment except as provided in the invitation.
• Prices must be stated in South African Rand unless the invitation instructs otherwise; where part payment in another currency applies, use the exchange rate and base date stipulated in the invitation.
• Where cataloguing is required, the pricing schedule must include a line item for it; Eskom pays for cataloguing.

Insurance and security

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

Document rules

• No alterations or additions to the tender documents are allowed other than to comply with Eskom instructions or to correct the bidder's own errors; corrections must be initialled by all signatories and may not use correction fluid or tape.
• Alternative tenders are accepted only if a main tender is also submitted and the invitation permits alternatives.
• Mandatory returnables required at the closing date and time may not be submitted later; Eskom may request clarification or a breakdown of rates, but this may not change prices or the substance of the tender except to correct arithmetical errors.

Evaluation of price

• Price is evaluated on the criteria in the Tender Data, taking into account CPA, FOREX, commodity exposure, unconditional discounts, technical adjustment, present value and forecast invoicing rates.
• Where figures and words differ, the amount in words prevails.
• Eskom checks the highest-ranked tenders for decimal point errors, incomplete pricing schedules or bills of quantities, multiplication errors and addition errors, and notifies the bidder to confirm or accept corrected prices; refusal to accept the correction results in rejection.
• Price and Specific Goals scores are added and bidders ranked highest to lowest.
• A contract may be awarded to a bidder that did not score the highest points only under section 2(1)(f) of the PPPFA, where objective criteria are stipulated; functionality and B-BBEE scorecard elements may not be used as objective criteria.

Pricing

• Rates, prices and the tendered total must include all duties, taxes (including VAT) and levies payable by the successful bidder, as applicable 14 days before the closing date and time.
• Prices must be fixed for the contract duration and are not subject to adjustment except as provided in the invitation.
• Prices must be stated in South African Rand unless the invitation instructs otherwise; where part payment in another currency applies, use the exchange rate and base date stipulated in the invitation.
• Where cataloguing is required, the pricing schedule must include a line item for it; Eskom pays for cataloguing.

Security and insurance

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

Costs

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

Eligibility

• Bidders must meet the eligibility criteria in the Tender Data and must not be restricted from doing business with Eskom or any State-Owned Company; ineligible bidders are disqualified.
• Subcontracting 100% of the scope of work is not permitted and makes the tender ineligible.

Registrations and status

• CSD registration where required.
• Valid tax compliance status (SARS TCS or tax pin).
• B-BBEE certificate or affidavit where required.
• CIDB: where a grading is a qualification criterion, the bidder must be registered with the CIDB at the closing date and time, or be capable of registration within 21 working days of closing. Proof of CIDB registration is mandatory at closing; if only proof of application is available at closing, the actual CIDB registration printout must be provided by contract award. Failure to provide the required proof disqualifies the tender.

Sheq

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

Legislation and standards

• Compliance is required with National Treasury Instruction Notes, CIDB Regulations for construction works, dtic designated local content and production requirements, PPPFA Regulations, the Amended B-BBEE Codes, COIDA, the OHS Act and Eskom's SHEQ requirements.

Contract goals

• Contract Skills Development Goals (CSDG) apply to contracts of 12 months or more and either R5 million or more (professional service or service contracts) or CIDB grade 7 or higher (engineering, construction or design-and-build contracts).
• Contract Participation Goals (CPG) for engaging targeted enterprises apply to General Building and Civil Engineering works contracts of at least 6 months where at least 25% of the main contract can reasonably be subcontracted in the CE, EB, GB or ME classes.
• Information on designated materials and thresholds must be submitted by no later than contract award.
• The SDL&I Undertaking must be completed and submitted by no later than contract award.

Disqualification and penalties

• Misrepresenting or falsifying any information, certificate, affidavit or document may disqualify the tender.
• Fraud relating to a B-BBEE certificate or affidavit, or evidence of fronting, is reported to the B-BBEE Commission; the bidder may be suspended from doing business with any State-Owned Company for up to 10 years and may face imprisonment.
• A tender is rejected where there is proof the bidder influenced the process or award, colluded or rigged bids, or engaged in fraudulent or illegal activity.

SHEQ proof

• Bidders must provide proof to Eskom's satisfaction that safety, health, environmental and quality systems, policies and capabilities are in place at the closing date and time and/or contract award.
• All costs and personnel associated with SHEQ must be reflected in the tender.

Legislation

• Bidders must comply with National Treasury Instruction Notes, CIDB Regulations for construction works, dtic designated local content and production requirements, PPPFA Regulations, the Amended B-BBEE Codes, COIDA, the OHS Act and Eskom's SHEQ requirements.

CIDB

• Where CIDB grading is a qualification criterion, bidders must be registered with the CIDB at the closing date and time or be capable of registration within 21 working days of closing.
• Proof of CIDB registration is mandatory at closing; if only proof of application is available, the actual registration printout must be provided by contract award. Failure to provide the required proof disqualifies the tender.

Contract goals

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

Integrity

• Misrepresenting or falsifying any information, certificate, affidavit or document may disqualify the tender; B-BBEE fraud or fronting is reported to the B-BBEE Commission, with suspension from State-Owned Company business of up to 10 years and possible imprisonment.
• The SDL&I Undertaking must be completed and submitted by no later than contract award.
• Where an agent submits on behalf of a principal, an authenticated copy of the authority to act as agent must be submitted as a returnable.

Tender validity

• Tenders must remain valid for acceptance for the validity period after the closing date and time, and must be extended for any additional period Eskom requests.
• A bidder that agrees to extend may not modify its tender; a bidder that refuses is excluded from further consideration.
• If validity expires before contracts are concluded, the procurement is deemed concluded without an award.

Eskom's rights

• Eskom may accept or reject any variation, deviation or alternative tender and may accept the whole or any part of a tender.
• Eskom may cancel the tender before a contract is concluded and will give written reasons on written request; it may then abandon the goods, work or services, have them performed otherwise, or re-issue a similar invitation.
• Eskom may enter into mandated negotiations with one or more selected bidders.
• Eskom, its subsidiaries, shareholders, advisors, directors, employees and representatives are not liable for losses, claims or damages arising from participation in the tender or from amendment, termination, suspension or exclusion from the process.
• Eskom gives no warranty as to the accuracy or completeness of information in the tender documents.

Confidentiality and documents

• All matters arising from the procurement must be treated as confidential; Eskom documents may be used and copied only to prepare and submit a tender.
• Bidders must obtain the latest revisions of standardised specifications and other documents incorporated by reference.
• Eskom will not disclose evaluation, comparison or award recommendation information until after award, unless required by law.

Site visit and clarification

• Bidders must attend any site visit or clarification meeting marked compulsory; failure to attend results in disqualification.
• Meeting details are stated in the Tender Data, and bidders may ask questions for clarity at the meeting.

Errors and acceptance

• Where figures and words differ, the amount in words prevails.
• Eskom checks the highest-ranked tenders for decimal point errors, incomplete pricing schedules or bills of quantities, multiplication errors and addition errors, and notifies the bidder to confirm or accept corrected prices; refusal to accept the correction results in rejection.
• Eskom notifies acceptance to the successful bidder before the validity period expires, after approval by the Eskom Adjudication Authority; for open tenders the notification is published on the Eskom Tender Bulletin and NT e-Tender Portal.
• Contract documents are revised to reflect addenda, returnables, negotiated changes and other agreed revisions, and both parties' authorised signatories sign the original and one copy of the Form of Agreement.

Functionality

• Where functionality is a criterion, tenders are scored against the functionality criteria and must meet the minimum threshold in the Tender Data to proceed.
• Eskom does not measure the same criterion in more than one evaluation phase.

Price

• Price is evaluated on the criteria in the Tender Data, taking into account CPA, FOREX, commodity exposure, unconditional discounts, technical adjustment, present value and forecast invoicing rates.

B-bbee

• The B-BBEE level is scored from the CSD report, certificate or affidavit.
• Where B-BBEE level is a pre-qualification criterion, proof must be submitted by the closing date and time or the tender is disqualified; a fraudulent or expired level also disqualifies.
• Where subcontracting to designated groups is a pre-qualification criterion, the subcontractor's CSD number or B-BBEE certificate/affidavit must be submitted by the closing date and time.
• Where no B-BBEE certificate or affidavit is submitted, or it is fraudulent or expired, the tender is not disqualified but scores zero PPPFA points.

Specific Goals

• Specific Goals are scored against the supporting documentation; failure to meet them or to submit proof scores zero points within the 90/10 or 80/20 allocation but does not disqualify the tender.

Ranking and award

• Price and Specific Goals scores are added and bidders ranked highest to lowest.
• A contract may be awarded to a bidder that did not score the highest points only under section 2(1)(f) of the PPPFA, where objective criteria are stipulated in the invitation; functionality and B-BBEE scorecard elements may not be used as objective criteria.
• A reverse e-auction may be used; bidders then submit a complete tender without prices, and any prices included are disregarded.

Transformer oil inhibitor dosing service for Eskom Rotek Industries (T&SS), covering the supply of inhibitor dosing plant and butylated hydroxytoluene (BHT) to treat transformer oil at Eskom sites nationwide — power stations, transmission and distribution substations — and at industrial installations for power utilities and the private sector, over five years.

Purpose

• Oxidation in transformer oil degrades its insulating properties; the anti-oxidant BHT (also known as di-tert-butyl-para-cresol, DBPC) is added at approximately 0.35% to delay the formation of acids and sludge.
• The inhibitor depletes over time and must be monitored and replenished to restore the specified concentration.
• Additive-treated oil behaves differently from uninhibited oil, so conventional analytical tests do not show the expected degradation trends.

Demand basis

• Work is requested on an as-and-when-required basis; no specific sites are guaranteed during the contract period.
• Dosing is performed with the transformer removed from service.

Supply Manager

• Name: Thabo Tsimane
• Role: Supply Manager / Oil Depot Manager, Transformer & Switchgear Services
• Email: [email protected]
• Telephone: 011 629 4973

Purchaser

• Eskom Rotek Industries SOC Ltd
• Telephone: 011 629 4121

Purchaser address

Lower Germiston Road

Rosherville, Cleveland

Johannesburg, 2001

Delivery address

T&SS Receipt and Dispatch premises

Lower Germiston Road

Rosherville

Returnable documents

• C1.1 Form of Offer and Acceptance: signed by a duly authorised representative of the tenderer, stating the offered total price excluding VAT, VAT at 15% and the total including VAT.
• C1.2b Contract Data provided by the Supplier: completed in full according to the options chosen.
• C1.3 Proforma Guarantees.
• Schedule of Deviations: only deviations recorded in this schedule are valid; a tenderer's covering letter does not form part of the final contract.

Post-award obligations

• Within two weeks of receiving the completed agreement, the Supplier must contact the Purchaser's agent to arrange delivery of securities, bonds, guarantees, proof of insurance and any other required documentation. Failure to do so is treated as repudiation of the agreement.
• Alternative tenders must be submitted on a separate copy of the Form of Offer and Acceptance.

Scope

• Supply of inhibitor dosing plant and butylated hydroxytoluene (BHT) to perform inhibitor dosing treatment on transformer oil at Eskom sites nationwide — power stations, transmission and distribution substations — and at industrial installations for power utilities and the private sector.
• Contract period: five years.
• Work is requested on an as-and-when-required basis; no specific sites are guaranteed.
• Dosing is carried out with the transformer removed from service.

Inhibitor

• BHT (also known as di-tert-butyl-para-cresol, DBPC) is restored to a concentration of 0.35% in the transformer oil.
• BHT is a solid supplied as crystal-like flakes; it melts at about 70 °C, boils at about 210 °C, is insoluble in water and soluble in transformer oil.

Dosing procedure

• Purchase BHT in plastic drums and pre-screen it to remove large solids.
• Attend the pre-site meeting and the substation induction course.
• Take a work permit, conduct a risk assessment and complete the workers register.
• Ensure the dosing vessel, pumps and pipes are clean; connect the oil circulation pipes and pump and bleed out trapped air.
• Switch the oil circulation pump on and connect the dosing plant inlet/outlet on the delivery side of the circulation pump; flush the dosing plant pipes.
• Disconnect the breather and extract 300 litres of oil into the dosing plant vessel.
• Mix the oil while heating it to 60 °C.
• Measure the exact volume of inhibitor compound needed to restore the inhibitor content to 0.35% and add it once the oil reaches 60 °C.
• Visually confirm the inhibitor is fully dissolved; mixing continues throughout the dosing process.
• Circulate the oil in the transformer for 2 hours for units below 50 000 litres and 4 hours for units of 50 000 litres and above.
• Close the valves, disconnect the pipes and restore the oil to the correct level.
• Bleed the Buchholz relay and perform the conservator bleeding procedure.
• Fit the Chromadec information plate next to the nameplate and clean the site.
• Take an oil sample from the Buchholz relay and send it for inhibitor content analysis 6 months after dosing; inform site staff.
• Complete the handing over certificate and the Transformer/Reactor work report.

Site and equipment requirements

• Personal protective equipment; tools, equipment, material and consumables; 220/380V supply.
• Chromadec information nameplate with 3M VHB double-sided tape (UV, oil and heat resistant).
• Oil additive dosing plant: 500 litre oil vessel with heaters, complying with 240-100947435 Rev 1.
• BHT in dry form.
• High-volume oil circulation pump rated 20 000 l/h with 50 mm pipes and connection flanges.

Special requirements

• The Chromadec information plate must show the inhibitor type, quantity added and dosing date; no site engraving is allowed.
• The plate is fitted next to, not on, the transformer nameplate and secured to the tank wall with 3M VHB double-sided tape at least 1 mm thick.
• Heating elements must not scorch or blacken the oil.
• Protective devices must be installed to prevent air ingress into the transformer.
• Nameplate: 6 x 12 cm, white with a black border, Arial Bold capitals 16pt, reading that the transformer oil is inhibited with 0.35% BHT, with the kilograms of inhibitor added, serial number and date.

Delivery

• Materials are delivered to the T&SS Receipt and Dispatch premises, Lower Germiston Road, Rosherville.
• All delivery costs must be included in the quoted price.
• Vehicles must comply with Eskom Rotek Industries safety policies and are subject to security search on entry and exit.
• Materials must be protected against mechanical damage, moisture and dirt.
• Supply Requirements are based on INCOTERMS 2010, Group D (DAT, DAP, DDP), with the applicable delivery place to be stated.

Factory acceptance testing (FAT)

• For each item offered, the Supplier must state whether stock is held locally and the delivery period between receiving a task order and delivery to the Purchaser's premises.
• Current transformers must be delivered with FAT results and dimensional drawings and/or nameplate.

Post-dosing verification

• An oil sample must be taken from the Buchholz relay and sent for inhibitor content analysis 6 months after the dosing procedure; site staff must be informed.
• A handing over certificate and a Transformer/Reactor work report must be completed.

Pricing basis

• NEC3 Supply Contract priced contract; the Prices are the amounts in the price column of the Price Schedule.
• Where a quantity is stated, the Price is the quantity multiplied by the rate.
• Items may be priced as lump sums, as quantities multiplied by rates, or a mix.
• The tendering supplier may add items it considers necessary; the total of the Prices is assumed to include everything needed to provide the goods and services.
• No adjustment to lump sum prices if the actual amount or quantity of work differs from the tender estimate; the only basis for change is a compensation event.
• The Supplier does not need to allow in its Prices for matters arising from a compensation event.
• The Supplier must include in its Prices and rates the cost of correcting Defects.
• The Supplier is expected to read pages 8, 11, 12 and Appendix 5 of the SC3 Guidance Notes before preparing the Price Schedule.

Price Schedule format

• Entries in the first four columns are made by the Purchaser or the tendering supplier.
• Fixed amount items: the amount is entered in the Price column only, with Unit, Quantity and Rate left blank.
• Rate-based items: the rate is entered and multiplied by the quantity to produce the Price.
• Time-based items: a unit of time is stated in the Unit column and the length of time in the Quantity column.

Invoicing

• Invoices must show the Supplier's and Supply Manager's names and addresses, the contract number and title, the Supplier's VAT registration number, the Purchaser's VAT registration number, a description of the goods and services per Price Schedule item, and the amounts excluding VAT, VAT and including VAT.

Pricing

• NEC3 Supply Contract priced contract; Prices are taken from the Price Schedule as lump sums or as quantities multiplied by rates.
• Prices are in Rand and are fixed and firm for the first 12 months of the contract.
• Price adjustment for inflation (Option X1) applies, using CPA indices: Fixed 15%; labour 45% (SEIFSA Table C-3); transport and equipment 30% (SEIFSA Table L-2); others — safety file preparation, sampling, accommodation and LOA — 10% (SEIFSA Table D-2).

Payment

• Assessment interval: between the 25th day of each successive month.
• Payment is made within 30 days of receipt of a valid tax invoice or statement.
• A tax invoice must be provided within one week of receiving the payment certificate; late or incorrect invoices extend the payment period by the delay.
• Invoices must include the Purchaser's VAT number 4740101508.

Delay damages

• Option X7: 0.1% per period of delay, up to a maximum of 10% of the task order value.

Liability limits

• Supplier's liability for indirect or consequential loss: R0.00.
• Supplier's total liability: limited to the total value of the contract amount.
• End of liability: 1 year after delivery of the whole of the goods and services.

Insurance

• The Supplier must provide the insurances in Insurance Table A (loss of or damage to goods, plant and materials; liability for property damage and bodily injury) from the starting date until the last defects date or termination certificate.
• The Purchaser provides the insurances in Insurance Table B (assets all risk, contract works, environmental liability, general and public liability, transportation (marine), motor fleet and mobile plant, terrorism, cyber liability, nuclear material damage and business interruption).
• Certificates from the insurer or broker confirming cover must be provided on request.

B-bbee

• Any change in the Supplier's legal status, ownership or business composition that changes its B-BBEE status must be notified to the Purchaser within 7 days.
• An updated verification certificate and supporting documentation must be submitted to the Supply Manager within 30 days of the notification.
• If the B-BBEE status decreases, the Purchaser may renegotiate or terminate the contract; failure to notify may itself be grounds for termination.

Tax and VAT

• The Supplier must be registered for VAT and must include the Purchaser's VAT number 4740101508 on every invoice.

Health, safety and environment

• Compliance with the Occupational Health and Safety Act and regulations, the Eskom Safety, Health and Environmental Requirements for Employers document, applicable Eskom safety regulations and the Supplier's SHEQ-aligned health and safety plan.
• Compliance with the asbestos regulations, including the exposure limits and monitoring requirements.

Ethics and conduct

• No coercive, collusive, corrupt, fraudulent or obstructive action during procurement or execution; the Purchaser may terminate and the Supplier must co-operate with investigations.
• Confidentiality obligations apply and extend to subcontractors.

Contract administration

• Joint ventures, consortia and unincorporated groupings are jointly and severally liable; the authorised key person must be notified within two weeks of the contract date.
• No cession, delegation or assignment without the Purchaser's written consent.
• Nuclear liability: the Purchaser operates Koeberg Nuclear Power Station and indemnifies the Supplier against nuclear damage, subject to stated exceptions.

Occupational health and safety

• The Supplier must comply with the Occupational Health and Safety Act and its regulations, the Eskom Safety, Health and Environmental Requirements for Employers document, other applicable Eskom safety regulations, and its own health and safety plan prepared to the SHEQ requirements.
• The Supplier is the Contractor for OHSA purposes and is responsible for supervising its employees, agents, contractors and mandataries, and for ensuring they are competent and work to the SHEQ requirements.
• Personal protective equipment, tools, equipment, material and consumables are the Supplier's responsibility.
• A work permit must be taken, a risk assessment conducted and a workers register completed before work.
• A substation induction course and a pre-site meeting must be attended.
• Risk register items include late deliveries, cost, safety, quality and technical matters.

Asbestos

• Occupational exposure limit: 0.2 regulated asbestos fibres per millilitre of air as a 4-hour time-weighted average; short-term exposure limit 0.6 fibres per millilitre over 10 minutes.
• The Purchaser certifies safe ambient air conditions on written request; measurements are taken by a SANAS-accredited, Department of Employment and Labour approved asbestos inspection authority.
• The Supplier may perform parallel measurements at its own expense.
• If asbestos is identified, a risk assessment is done and control measures and air monitoring implemented; personnel may stop work and leave the area until it is declared safe.
• Removal and disposal of asbestos and asbestos-containing waste is done by a registered asbestos contractor instructed by the Purchaser at the Purchaser's expense.

Environmental requirements

• The Supplier must comply with the environmental criteria and constraints applicable to the contract.
• Asbestos and asbestos-containing material and waste must be removed and disposed of by a registered asbestos contractor, instructed by the Purchaser at the Purchaser's expense, in line with South African legislation.
• The Purchaser manages asbestos and asbestos-containing materials according to its Asbestos Standard 32-303.

NEC3 Term Service Contract between Eskom Rotek Industries SOC Ltd (Reg No. 1990/006897/30) and the Supplier, governed by South African law, in English, for a five-year service period.

Key contract data

• Starting date: to be advised.
• Delivery dates: according to the agreed delivery schedule.
• Period for reply: 7 business days.
• First programme due within 7 business days; revised programmes submitted at intervals no longer than half-yearly if necessary.
• Defects date: 52 weeks after delivery; defect correction period 2 weeks; defects access period 2 weeks.
• Assessment interval: between the 25th day of each successive month.
• Payment: within 30 days of receipt of a valid tax invoice or statement.
• Delay damages (Option X7): 0.1% up to a maximum of 10% of the task order value.
• Price adjustment for inflation (Option X1) applies; a change in the law (Option X2) is a compensation event if it occurs after the contract date.

Liability

• Supplier's liability for indirect or consequential loss, including loss of profit, revenue and goodwill: limited to R0.00.
• Supplier's total liability for all matters under the contract: limited to the total value of the contract amount.
• End of liability date: 1 year after delivery of the whole of the goods and services.
• Purchaser's liability for the Supplier's indirect or consequential loss: limited to R0.00.

Termination and dispute resolution

• Adjudicator: the Chairman of the Joint Civils Division of the South African Institution of Civil Engineering.
• Adjudicator nominating body: the Chairman of ICE-SA, a division of SAICE.
• Tribunal: arbitration in South Africa under the latest Rules for the Conduct of Arbitrations of the Association of Arbitrators (Southern Africa).
• Termination may follow a business rescue order, prohibited actions, or failure to notify a change in B-BBEE status.

Additional conditions Z1 to Z15

• Z1: no cession, delegation or assignment without the Purchaser's written consent; the Purchaser may cede to its subsidiaries or divisions.
• Z2: joint ventures, consortia and unincorporated groupings are jointly and severally liable; the key person authorised to bind the group must be notified within two weeks of the contract date; composition may not change without written consent.
• Z3: B-BBEE status changes must be notified within 7 days, with an updated verification certificate within 30 days.
• Z4: confidentiality obligations extend to subcontractors.
• Z5: no waiver or estoppel unless agreed in writing.
• Z6: health, safety and environmental compliance (OHSA, Eskom SHEQ requirements, health and safety plan).
• Z7: tax invoice within one week of the payment certificate; late invoices delay payment; the Purchaser's VAT number 4740101508 must appear on invoices.
• Z8: amendment to the notification of compensation events.
• Z9: the Purchaser's liability for indirect or consequential loss is limited to R0.00.
• Z10: termination on a business rescue order.
• Z11: termination if delay damages reach the Option X7 limit.
• Z12: ethics — no coercive, collusive, corrupt, fraudulent or obstructive action; termination and full co-operation with investigations.
• Z13: insurance — the Supplier provides Insurance Table A cover; the Purchaser provides Insurance Table B cover.
• Z14: nuclear liability — the Purchaser operates Koeberg Nuclear Power Station and indemnifies the Supplier against nuclear damage, subject to stated exceptions.
• Z15: asbestos — safe levels, monitoring and control measures.

Transformer oil inhibitor dosing – service for a period of 5 years. The contract scope is defined in the tender specification (Ref 240-105658000).

• Contact: Paulo Infante
• Role: Eskom Representative
• Date issued: 08/10/2026

(No email, telephone, or submission address provided in the source text)

Returnable documents: The tender document is primarily a list of quality returnables; the complete set of mandatory forms is not listed in the provided text.

• Eskom's Supplier Quality Management assessment requires submission of the quality deliverables in Sections A to E as scored by the tender quality evaluation.
• Form A must be completed and signed.
• Bidders must submit the quality method statement using the template indicated (Ref 240-126469599).
• All required quality documents must be submitted with the bid; failure to provide any evaluated deliverable may result in a zero score for that section.

Quality evaluation: The quality management deliverables in Sections A to E are evaluated, with the following maximum scores:

• Section A (Quality Management System Requirements): Option 1 (valid ISO 9001 certification) scores 0; Option 2 (documented QMS not certified) scores 3.
• Section B (Evidence of QMS in operation) scores 2.
• Section C (Contract Quality Plan) scores 0.
• Section D (Quality Control Plan) scores 0.
• Section E (User-defined additional requirements) scores 1.

Bidders must comply with the applicable ISO 9001:2015 clauses as referenced. The tender is a Request for Bid (Open-Tender) issued by Eskom; the preference point system (80/20 or 90/10) is not stated in this document.

Scope: Service of transformer oil inhibitor dosing for a period of 5 years.

Quality requirements to be addressed:

• Evidence of a quality management system in operation, including defined roles, responsibilities and authorities (organisation chart and responsibility matrix covering the quality management function).
• Control of externally provided processes, products and services, including criteria for evaluation, selection, performance monitoring, and re-evaluation of external providers (ISO 9001:2015, Clause 8.4).
• A draft Contract/Project Quality Plan specific to the scope of work (per ISO 10005).
• A draft or example of an Inspection and Test Plan (ITP) or Quality Control Plan (QCP) for similar or previous work.
• Additional requirements as per the scope of work and specification, listed and evaluated in Section E.

Quality management system:

• Option 1: Valid certification of Quality Management System by an ISO accredited body, with the product/service scoping on the certificate defined and relevant.
• Option 2: Documented QMS that complies with ISO 9001, including a quality method statement, quality policy, quality objectives, control of documented information (Clause 7.5), control of non-conforming outputs (Clause 8.7), nonconformity and corrective action (Clause 10.2), and internal audit (Clause 9.2).

No specific CSD, tax clearance, B-BBEE, or CIDB requirements are stated in the provided document.

Quality evaluation sections A to E as described in the main evaluation criteria. The maximum achievable score is 6 (Option 2) if all sections are fully satisfied.

Returnable documents: a company profile, reference letters, a plant certificate of compliance (COC), oil sample results, operator certificates (Eskom authorisations, ORHVS, supervision ELW001, equipotential earthing OL2002), a methodology/procedure, and a Memorandum of Understanding (MOU) if applicable. Signature of the technical evaluation form (part of the bid submission).

Technical evaluation only (no price). Total 100 points; minimum qualifying score: 80% (80/100).

Scoring per criterion:

• Company profile: 10 points (0 if not submitted; full points if detailed and covers the services).
• Bidder's experience: 15 points total (POs, list of projects, hand-over certificates – 5 points each, min 2 of each).
• Plant COC: 15 points (0 if not compliant; full if compliant).
• Oil sample results: 10 points (0 if no valid certificate; 5 for 1 valid; 10 for 2 valid, not older than 12 months).
• Competence of operators: 20 points (based on previous/current Eskom authorisations, ORHVS, supervision ELW001, equipotential earthing OL2002 – points allocated per certificate type).
• Methodology/procedure: 20 points (0 not compliant, 10 partially compliant, 20 fully compliant).
• MOU with another service provider: 10 points (0 if non-compliant, 10 if fully compliant; manufacturer/OEM qualifies for full marks).

Failing any criterion yields 0 points for that criterion.

The service relates to transformer oil inhibitor dosing. The following are required:

• Provide a plant certificate of compliance (COC).
• Provide oil sample results (inhibitor dosing oil samples) not older than 12 months.
• Ensure operators hold previous/current Eskom authorisations, ORHVS certificate, supervision (ELW001) certificate, and equipotential earthing (OL2002) certificates.
• Provide a methodology/procedure/works instruction for inhibitor dosing.
• If working with another service provider, a Memorandum of Understanding (MOU) is required; manufacturer/OEM qualifies for full marks.

Operator competence: must hold previous/current Eskom authorisations (at least 3), an ORHVS certificate, a supervision (ELW001) certificate, and equipotential earthing (OL2002) certificates.

Plant certificate of compliance (COC) must be supplied.

Oil sample results must be valid, not older than 12 months.