Medupi power station fuel oil, atomizing steam, lpg and burner maintenance – 60-Month scope of work

The document is Eskom's OHS Incident Management Procedure (32-95, Rev 9). It describes the high-level intention and requirements for managing incidents that occur during Eskom's business, including near misses, property damage, injuries, occupational diseases, and fatalities. It applies throughout Eskom Holdings SOC Ltd and its controlled entities, and to employees, contractors, and the public. The procedure is effective from 1 April 2021 and supersedes other procedures for OHS incident interpretation. It references numerous normative and informative documents including OHS Act, COIDA, ISO 9001, ISO 45001, and various Eskom standards.

Bidders must comply with Eskom's OHS procedures and applicable South African legislation, including the Occupational Health and Safety Act, Compensation for Occupational Injuries and Diseases Act, and related regulations. Contractors must have a contractual relationship with Eskom's OU/BU for incident recording purposes. No specific eligibility criteria such as CIDB grading or B-BBEE requirements are stated in the provided document.

Eskom's SHEQ Policy underpins the approach to occupational health and safety, environment, and quality. Incident management aims to reduce risk, prevent recurrence, ensure effective management, accurate classification and recording, prompt investigation, promote near-miss reporting, improve OHS through learning, share information, report to stakeholders, analyse trends, and involve all stakeholders. Incident management is not for assigning blame or monitoring performance but for identifying improvements. Eskom is committed to Zero Harm. The procedure applies throughout Eskom Holdings SOC Ltd, its groups, divisions, subsidiaries, and entities where Eskom has a controlling interest. It applies to Eskom employees, contractors, and members of the public affected by Eskom activities. The procedure supersedes other procedures for OHS incident interpretation. Effective date is 1 April 2021. The procedure references numerous normative and informative documents including OHS Act, COIDA, ISO 9001, ISO 45001, and various Eskom standards.

All investigation reports are controlled disclosure documents. All health and safety incidents must be investigated, excluding non-work-related incidents outside workplace boundaries. Repeat incidents must consider ineffective corrective actions from previous incidents. Investigation reports must include incident details, consequences, risk of recurrence using root cause analysis, direct causes, root causes considering human, workplace and natural factors, system failures, corrective actions, and lessons learnt. All incidents within workplace boundaries must be investigated regardless of work relatedness. Non-work-related incidents outside the workplace need not be investigated unless the Responsible Manager requests it with good reason. Government agency requests for investigation reports must be in writing; if unsure, the OU/BU must seek advice from Legal and Sustainability Systems. Employees have the right not to incriminate Eskom or themselves. Contractor incidents require contractor involvement; if a contractor does not cooperate, Eskom will take further steps to identify causes and implement corrective actions. Risk assessments must ensure corrective actions do not create additional risk. Periodic status reports from SAP EH&S must be provided until all recommendations are closed out.

Incident investigation: All health and safety incidents must be investigated, excluding non-work-related incidents occurring outside workplace boundaries. Investigation reports are controlled disclosure documents. Repeat incidents must consider ineffective corrective actions from previous incidents. Chairperson level as per Action and Responsibility Requirements table.

The document revision history notes that environmental requirements were excluded from the document in November 2015. No other environmental or sustainability requirements are stated.

In the event of receiving notification under OHS Act sections 31 or 32, or a summons from the NPA, or any incident with possible liability, the OU/BU must immediately contact the Legal Department regarding appointment of an attorney. If an attorney is not required, the OU/BU must provide a detailed motivation without delay, which will be assessed by Legal Department. For incidents with potential liability, the Legal Department and Sustainability Systems must be provided with a motivation for possible liability. The OU/BU where the incident occurred shall support investigations with logistical arrangements and secretariat resources. In cases of employee and contractor fatalities, the Sustainability Systems Department will initiate a corporate investigation and immediately mobilise personnel. The OU/BU must ensure a preliminary investigation and report are generated before the corporate investigation. Where the MHSA applies, its investigation process will be followed.

The provided text contains only fragments about corrective actions and OHS approaches, with no specific evaluation criteria for the tender.

The document is Eskom's Occupational Health and Safety Incident Management Procedure (document 32-95, revision 9). It sets out how OHS incidents — near misses, property damage, injuries, occupational diseases and fatalities — are managed across Eskom and its contractors. The procedure covers incident identification, emergency response, notification and reporting, prioritisation, classification and recording, investigation, corrective actions, close-out and communication. Incident management aims to reduce risk, prevent recurrence, ensure accurate classification and recording, promote near-miss reporting, and improve OHS by learning from incidents.

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

• SBD 1 (Invitation to Bid): bidder and contact details, signed as the offer cover page.
• SBD 4 (Declaration of Interest): discloses whether any director or shareholder is employed by the state or connected to anyone at Eskom.
• SBD 6.1 (Preference Points Claim): claims B-BBEE points under the PPPFA system.
• SBD 8 (Declaration of Bidder's Past Supply Chain Management Practices): declares past SCM practices.
• SBD 9 (Certificate of Independent Bid Determination): certifies no collusion or price disclosure.
• Proof of Central Supplier Database (CSD) registration and a valid tax clearance.

Disqualification risks:

• Any returnable form left unsigned or omitted.
• Bids received after the closing time.

Bidders must be registered on the Central Supplier Database (CSD) and have a valid tax clearance.

Bidders must comply with Eskom's OHS requirements and the OHS Incident Management Procedure.

Contractors must have a contractual relationship with Eskom and must ensure their employees are covered by the procedure.

Standard National Treasury forms (e.g., SBD 1, SBD 4, SBD 6.1, SBD 8, SBD 9) must be completed as required by the tender pack.

Scope of work: fuel oil, atomizing steam, liquified petroleum gas and burner maintenance at Medupi Power Station.

Contract period: 60 months.

The OHS Incident Management Procedure (document 32-95) applies to all Eskom employees, contractors and members of the public affected by Eskom activities.

Contractors must comply with the procedure and ensure their employees are covered.

Incident management covers identification, emergency response, notification, prioritisation, classification, recording, investigation, corrective actions, close-out and communication.

All incidents must be recorded on SAP EH&S.

Investigations must be completed within 30 days of an incident; if not, a signed-off letter explaining the delay must be loaded on SAP EH&S.

Contractors must cooperate with Eskom investigations; failure to do so may lead to further steps under contractual and legal obligations.

All investigation reports are controlled disclosure documents under Eskom's document management process.

All health and safety incidents must be investigated, excluding non-work-related incidents outside workplace boundaries.

Repeat incidents must consider ineffective corrective actions from previous incidents.

Investigation reports must include: incident details, consequences and impacts, risk of recurrence using root cause analysis, direct and immediate causes, root causes (human, workplace, natural factors), system failures, corrective actions, and lessons learnt.

Corrective actions must be risk-assessed to ensure they do not create additional risk.

Periodic status reports on corrective actions must be provided from SAP EH&S to site management until all recommendations are closed out.

CSD registration: mandatory.

Tax clearance: valid tax clearance required.

B-BBEE: preference points claimed via SBD 6.1.

OHS compliance: bidders must comply with Eskom's OHS requirements and the OHS Incident Management Procedure.

Contractual relationship: contractors must have a contractual relationship with Eskom and ensure their employees are covered by the procedure.

The OHS Incident Management Procedure (document 32-95) applies to Eskom employees, contractors and members of the public affected by Eskom activities.

It covers incident identification, emergency response, notification and reporting, prioritisation, classification and recording, investigation, corrective actions, close-out and communication.

Incident management aims to reduce risk, prevent recurrence, ensure accurate classification and recording, promote near-miss reporting, and improve OHS by learning from incidents.

Contractors must cooperate with Eskom investigations; failure to do so may lead to further steps under contractual and legal obligations.

If a contractor conducts its own investigation, Eskom employees may participate; formal requests for Eskom employees as witnesses must be submitted to the employee's manager.

Contractors or third parties requesting information or evidence from Eskom must have the request evaluated by the relevant manager, who may seek guidance from the Legal and Compliance Department.

In cases of potential liability, the Legal Department and Sustainability Systems must be provided with a motivation to advise the OU/BU on the way forward.

For fatalities, the Sustainability Systems Department initiates a corporate investigation and mobilises personnel to collect evidence; a preliminary investigation and report must be completed first.

Where the Mine Health and Safety Act applies, its investigation process is followed.

The tender covers maintenance of fuel oil, atomizing steam, liquefied petroleum gas and burner systems at Medupi Power Station for 60 months. The tenderer must select one quality category; Category 1 is indicated. Pre-contract award quality requirements apply.

Returnable documents: Form A (Tender & Contract Quality Requirements for 240-105658000 and ISO 9001) must be completed, signed and submitted with the bid. The form requires the tenderer to indicate applicable quality clauses and categories with an X or -, and to acknowledge and accept Eskom Supplier Quality Requirements and the ISO 9001 Standard. The tenderer's quality representative must be named and signed. Only one category may be selected; Category 1 is indicated as applicable. Site assessment applicability must be indicated.

Bidders must complete and sign Form A to acknowledge and accept Eskom Supplier Quality Requirements as per specification 240-105658000 and ISO 9001. No other eligibility criteria are stated in the document.

Scope: Maintenance of fuel oil, atomizing steam, liquefied petroleum gas and burner systems at Medupi Power Station, for a period of 60 months. The tenderer must select one quality category (Category 1 is indicated). Pre-contract award quality requirements apply. Post-contract award requirements include contract execution, supplier quality performance monitoring, Eskom rights of access and information, preservation, quality audits, management of nonconformities, and special processes.

The tenderer must accept Eskom Supplier Quality Requirements per specification 240-105658000 and ISO 9001. Pre-contract award quality requirements: Category 1 selected. Post-contract award requirements include contract execution, supplier quality performance monitoring, Eskom rights of access and information, preservation, quality audits, management of nonconformities and nonconforming outputs, and special processes. ISO 9001 clauses and quality principles apply.

The tenderer must complete and sign Form A to acknowledge and accept Eskom Supplier Quality Requirements as per specification 240-105658000 and the ISO 9001 Standard. The form requires the tenderer to indicate applicability of ISO 9001 clauses (Context of the Organisation, Leadership, Planning, Support, Operation, Performance Evaluations, Improvement) and quality principles (Customer focus, Leadership, Engagement of people, Process approach, Improvement, Evidence-based decision making, Relationship Management).

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Bidders must sign and return Annexure B, acknowledging receipt and understanding of Eskom's contractor health and safety requirements, the OHS specification, the Occupational Health and Safety Act 85 of 1993, and the Compensation for Occupational Diseases and Illnesses Act 130 of 1993. After award, the contractor must align its processes to Eskom's OHS policies, procedures, and standards.

Annexure B: Acknowledgement Form for Eskom OHS legal and other requirements

Bidders must sign Annexure B, an acknowledgement form confirming they have obtained and understand Eskom's OHS legal and other requirements, including the OHS specification, the Occupational Health and Safety Act 85 of 1993, and the Compensation for Occupational Diseases and Illnesses Act 130 of 1993. After award, the contractor must align its processes to Eskom's OHS policies, procedures, and standards. Penalties apply for non-conformance to Eskom or statutory OHS requirements. The main supplier is accountable for managing its contractors and suppliers, ensuring they have adequate resources and competencies, and monitoring their OHS compliance through audits and assessments. Eskom may request testimonials or references for similar work.

Market Research: Current suppliers providing services: None. Potential suppliers: Open Tender.

Closing date: 31 August 2026 at 11:00. No other dates specified.

Buyer: Mzi Dyariwe. Department: Medupi Power Station. No email or phone provided.

Returnable documents: B-BBEE certificate or sworn affidavit (as applicable), proof of ownership/shareholding, certified ID copies of shareholders, proof of disability (if applicable), and consolidated B-BBEE certificate for trusts/consortia/JVs. Deponent electrical signatures are not accepted. Tenderers failing to provide preference point documentation will not be disqualified but will score 0 out of 10/20 for specific goals.

Documents required to claim preference points: Valid B-BBEE certificate issued by SANAS accredited verification agency / sworn affidavit / CIPS affidavit; Proof of ownership/shareholding (preferably CIPC documentation) inclusive of shareholding breakdown; Certified ID copies of shareholder(s); Proof of Disability (where applicable); For trust, consortium or joint venture, a consolidated B-BBEE status level verification certificate. Deponent electrical signature will not be accepted.

Preference points: maximum 10/20 points for specific goals, added to price points. Points table: Level 1: 10/20, Level 2: 9/18, Level 3: 6/14, Level 4: 5/12, Level 5: 4/8, Level 6: 3/6, Level 7: 2/4, Level 8: 1/2, Non-compliant: 0/0. Contract awarded to highest total points. B-BBEE improvement milestones: Level 4 must achieve Level 3 by end of first year; Levels 5-8 or non-compliant must achieve Level 4 by end of first year and improve one level per year thereafter.

Scope: Fuel Oil, Atomizing Steam, Liquified Petroleum Gas and Burner Maintenance at Medupi Power Station. Duration: 60 months. Budget: not disclosed. No further technical details provided.

Skills development: Tenderers must submit proposals for developing skills of unemployed candidates. Targets: Electrical Technician (3, Matric or Advanced National Diploma), Boilermaker (3, Matric or Trade Test), Class A Welder (3, Matric or Trade Test). Tenderers take full responsibility for total cost; Eskom makes no financial contribution. Tenderers advised to approach SETAs for grants and SARS for tax rebates. SDL&I penalty: 3% of contract value for failure to meet obligations; 3% of every invoice (excluding VAT) retained as security.

Local procurement content: tender response must be separated into components as per the Price Schedule. Local procurement content is total spending minus imported component. Eskom target: 100%.

B-BBEE: Valid certificate or sworn affidavit required for contract award. EME (revenue ≤ R10m) may submit sworn affidavit; QSE (revenue ≤ R50m) must comply with QSE scorecard unless 51% black owned; revenue > R50m requires valid B-BBEE certificate. Sworn affidavits must meet validity requirements (deponent details, ownership percentages, revenue, financial year end, status level, empowering supplier status, commissioner of oath not an employee).

General Information on Validity of Sworn Affidavits: Tenderers submitting B-BBEE Sworn Affidavits must ensure affidavits meet key pointers: Name of deponent as in ID and ID number; Designation of deponent (director, owner, member) indicated; Name of enterprise as per CIPC registration and business address; Percentage of black ownership, black female ownership, designated group (no blank spaces); Total revenue for year under review and basis (audited or management accounts); Financial year end; B-BBEE status level (only one); Empowering supplier status; Date deponent signed and Commissioner of Oath must be same; Commissioner of Oath cannot be employee or ex officio of the enterprise.

Reporting and Monitoring: Suppliers shall submit quarterly reports to Eskom in accordance with Data Collection Template on compliance with SDL&I obligations. Eskom shall review reports within 30 days and notify suppliers in writing if obligations not met. Suppliers must implement corrective measures before next report, failing which Retention clauses invoked. Every contract accompanied by SDL&I Implementation Schedule, completed and returned to SDL&I representative for acceptance 28 days after contract award, used for monitoring and reporting.

Preference points: maximum 10/20 points for specific goals, added to price points. Points table: Level 1: 10/20, Level 2: 9/18, Level 3: 6/14, Level 4: 5/12, Level 5: 4/8, Level 6: 3/6, Level 7: 2/4, Level 8: 1/2, Non-compliant: 0/0. Tenderers failing to provide documentation for preference points may only score out of 90/80 for price and 0 out of 10/20 for specific goals.

Eskom's Life-Saving Rules standard applies to all Eskom employees, agents, consultants, and contractors at all Eskom sites. It defines six rules aimed at preventing serious injuries and fatalities, with zero tolerance for violations. Contractors must ensure their employees comply and face disciplinary action for breaches.

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Bidders must be registered on the Central Supplier Database (CSD) and hold a valid tax clearance. Compliance with Eskom's contractor health and safety requirements (document 32-136) is mandatory. Bidders must accept and enforce Eskom's Life-Saving Rules with zero tolerance. Bidders must demonstrate capacity to perform power station maintenance work for 60 months.

Eskom and its subsidiaries will conduct business with respect and duty of care for people to ensure

that no operating condition or urgency of service endangers the life of anyone or causes injury, illhealth or damage to the environment. Eskom is committed to preventing all work-related injuries and

ill-health. In fulfilling this commitment to protect people, the environment and property, management

will provide and maintain a safe and healthy work environment, in accordance with industry

standards and compliance with legislative requirements.

At-risk behaviour leads to incidents. Life-saving Rules are safety rules created to enforce zero

tolerance for serious at-risk behaviours. These rules have been determined in terms of the

consequences of the behaviours they describe, that is, a particular set of behaviours or actions with

a high probability of causing disabilities or fatalities when performed.

The Eskom Life-Saving Rules complement our existing health and safety best practices and are

safety rules to be followed at all locations.

The Life-Saving Rules apply to all Eskom employees, agents, consultants, and contractors. Visitors

to Eskom should also respect and adhere to these rules as applicable and could be instructed to

leave the Eskom premises with immediate effect should they refuse to do so.

2. Supporting Clauses

2.1 Scope

This standard shall apply at all Eskom sites to promote a safe working environment for all Eskom

employees, agents, consultants, and contractors. Visitors to Eskom should also respect and adhere

to these rules, as applicable.

2.1.1 Purpose

This standard clarifies the six most prominent causes of serious injuries, and fatalities within Eskom,

ZERO TOLERANCE concerning non-adherence to these rules,

due to the potential consequences of serious injury or fatality at the workplace.

2.1.2 Applicability

This standard shall apply throughout Eskom Holdings SOC Limited, its divisions, subsidiaries, and

entities wherein Eskom has a controlling interest and/or Eskom contractors unless specifically

exempted by Risk and Sustainability, where the business transacted may be completely different to

the core business of Eskom.

2.1.3 Effective Date

This document will be effective from the date of authorisation.

Controlled disclosure

When downloaded from the document management system, this document is uncontrolled and the responsibility rests with the user to

ensure it is in line with the authorized version on the system. No part of this document may be reproduced in any manner or form by

third parties without the written consent of Eskom Holdings SOC Ltd, © copyright Eskom Holdings SOC Ltd, Reg No 2002/015527/30

Life Saving-Rules Unique Identifier: 240-62196227

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2.2 Normative/Informative References

Parties using this document shall apply the most recent edition of the documents listed in the

following paragraphs.

Note: The documents listed below are not an exhaustive list of Eskom policies, procedures,

standards, work instructions, safe work procedures and method statements that are utilised when

performing work.

2.2.1 Normative

[1] Occupational Health and Safety Act .

[2] ISO 9001 Quality Management Systems.

[3] ISO 45001 Occupational Health and Safety Management Systems Requirements.

[4] 32-37 Substance Abuse Procedure.

[5] 32-95 Environmental, Occupational Health and Safety Incident Management Procedure.

[6] 32-136 Contractor Health and Safety Requirements.

[7] 32-345 Eskom Vehicle Safety Specification.

[8] 32-407 Behavioural Safety Observations.

[9] 32-418 Working at Heights Standard.

[10] 32-477 Safety, Health and Environment Training and Development Procedure.

[11] 32-520 Occupational Health and Safety Risk Assessment Procedure.

[12] 32-524 Developing a SHE Specification.

[13] 240-150642762 Plant Safety Regulations.

[14] 32-726 SHE requirements for Eskom Commercial Process.

[15] 32-727 Safety, Health, Environment and Quality Policy.

[16] 240-114967625 Operating Regulations for High Voltage Systems.

[17] 240-61523882 LV Operating Regulations

[18] 32-1112 Disciplinary Code.

[19] 32-1113 Disciplinary Procedure.

[20] 240-44175132 Eskom Personal Protective Equipment Specification.

[21] 240-62946386 Vehicle and Driver Safety Management Procedure.

[22] 240-

Procedure.

[23] 240-84733329 Medical Surveillance Procedure.

[24] 240-100979499 Personal Protective Equipment for Working at Heights Specification.

[25] 240-78692652 Standard for use and maintenance of Earthing Gear

[26] 240-69125290 Standard for the use of Equipotential Earth Footplate or MAT

[27] 240-146738795 Distribution High-voltage live working

Controlled disclosure

When downloaded from the document management system, this document is uncontrolled and the responsibility rests with the user to

ensure it is in line with the authorized version on the system. No part of this document may be reproduced in any manner or form by

third parties without the written consent of Eskom Holdings SOC Ltd, © copyright Eskom Holdings SOC Ltd, Reg No 2002/015527/30

Life Saving-Rules Unique Identifier: 240-62196227

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[28] 240-60725816 Transmission High-voltage live working

2.2.2 Informative

[29] National Road Traffic Act .

[30] 240-58554227 Health and Safety Agreement

2.3 Definitions

2.3.1 Contractor: (Also referred to as mandatory as per section 1 of the OHS Act): Any employer

formally contracted (directly or indirectly) by Eskom and who performs work and supplies a

service, product, equipment or material to advance

classified as a contractor. This includes Eskom non-executive board members, personal

contractors (that is, consultants) and third-party contractors (that is, vendors, suppliers,

agents, joint ventures, principal contractors and subcontractors).

2.3.2 Equipotential zone: means a safe work area created to ensure that any two or more conducting

parts that can be touched by a person simultaneously are bonded together by approved earthing leads

to ensure a zone of equal potential between different parts of the working area.

2.3.3 Life-Saving Rule: Rules that, if not adhered to, have the potential to cause serious harm to

people. The consequences of a person knowingly and wilfully violating this rule will result in

a disciplinary process in accordance with the Eskom Disciplinary Code and Procedure.

2.3.4 Visitors: Any person (including a minor) who visits an Eskom site/office during working hours

to attend a meeting or for any reason whatsoever.

2.3.5 Work at height: This means any work performed above a stable work surface or where a

person puts himself/herself in a position where he/she exposes himself/herself to a fall from

or into. Work at height is, as a result, work in any place (except a staircase in a permanent

workplace), including a place at, above or below ground level, where a person could be

injured if he/she fell from that place. Access and egress that present a risk of fall can also be

classified as work at height.

2.3.6 Zero Tolerance: The standard that provides for the imposition of severe consequences for a

prescribed offence or behaviour without making exceptions for extenuating circumstances.

Controlled disclosure

When downloaded from the document management system, this document is uncontrolled and the responsibility rests with the user to

ensure it is in line with the authorized version on the system. No part of this document may be reproduced in any manner or form by

third parties without the written consent of Eskom Holdings SOC Ltd, © copyright Eskom Holdings SOC Ltd, Reg No 2002/015527/30

Life Saving-Rules Unique Identifier: 240-62196227

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2.4 Abbreviations

Abbreviation Explanation

ISO International Standard Organisation

OHS Occupational Health and Safety

ORHVS Operational Regulations for High Voltage Systems

PPE Personal Protective Equipment

PSR Plant Safety Regulations

PTW Permit to Work

SHEQ Safety, Health, Environment, and Quality

SOC State-Owned Company

2.5 Roles and responsibilities

2.5.1 Risk and Sustainability OHS Department

The Risk and Sustainability OHS Department shall:

a) Compile and review the Life-Saving Rules for Occupational Health and Safety;

b) Develop awareness material;

c) Ensure that the rules are communicated throughout the business;

d) Ensure compliance is monitored; and

e) Ensure that violations that are related to safety incidents are communicated to the

organisation.

2.5.2 All Groups/Divisions

The management at Group/Divisional/Subsidiaries level shall be responsible for:

a) Implementing the Eskom Life-Saving Rules in their Groups/Divisions/Subsidiaries/

Clusters/Business Units.

b) Communicating to all their employees, contractors, contractor employees and visitors the

importance of compliance with the Eskom Life-Saving Rules and the consequences of non-

compliance therewith. This includes communicating Life-Saving Rules to all new employees

and new contractors.

c) Ensuring that the awareness material is made available, distributed and displayed at all

workplaces.

d) Ensuring all employees sign confirmation that the rules have been discussed with them, that

they understand the rules and the consequences of violating these rules and retain copies

thereof.

e) Investigating any violation of a Life-Saving Rule and initiate the disciplinary process within

five (5) working days.

Controlled disclosure

When downloaded from the document management system, this document is uncontrolled and the responsibility rests with the user to

ensure it is in line with the authorized version on the system. No part of this document may be reproduced in any manner or form by

third parties without the written consent of Eskom Holdings SOC Ltd, © copyright Eskom Holdings SOC Ltd, Reg No 2002/015527/30

Life Saving-Rules Unique Identifier: 240-62196227

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f) Ensuring consistency in the application of appropriate sanctions on employees, contractors

and contractor employees.

2.5.3 All employees (Eskom and contractors)

a) Always observe and adhere to the Life-Saving Rules.

b) Ensure that you have the relevant training, competence and/or authorisation before

undertaking any task.

c) Avoid taking shortcuts when executing tasks. Always do the right thing even when no one is

watching.

d) Only perform work that you are authorised to do.

e) Where the situation exists that there is a likelihood of a contravention of a Life-Saving Rule,

you shall exercise the right to refuse to perform such work.

2.6 Process for monitoring

Groups/Divisions shall be responsible for ensuring compliance with the standard through their annual

audit and inspection plans.

2.7 Related/Supporting documents

[1] 240-62196227 - Life-Saving Rules revision 6 (superseded).

[2] 240 63942960 - Life-Saving Rule Acknowledgement Form Document Content.

3. Document content

Life-Saving Rules are safety rules that, if not adhered to, have the potential to cause serious harm

to people. The consequences of a person knowingly and wilfully violating these rules will result in a

disciplinary process in accordance with the Eskom Disciplinary Code and Procedure.

respect to behaviour resulting in serious risk to an individual at the workplace.

It must be noted that the content of this standard does not detract from the requirements for safe

behaviour for all other work-related activities or other health and safety requirements, but rather

emphasises the importance thereof.

3.1 Eskom Life-Saving Rules

3.1.1 Rule 1: open, isolate, test, earth and create an equipotential zone

Before touch

To ensure a safe electrical work environment, no person may work/operate on, around or near any

electrical network, line or apparatus, electrically connected to the power system and/or electrically

charged and/or not electrically charged unless:

Controlled disclosure

When downloaded from the document management system, this document is uncontrolled and the responsibility rests with the user to

ensure it is in line with the authorized version on the system. No part of this document may be reproduced in any manner or form by

third parties without the written consent of Eskom Holdings SOC Ltd, © copyright Eskom Holdings SOC Ltd, Reg No 2002/015527/30

Life Saving-Rules Unique Identifier: 240-62196227

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a) He/she is trained and authorised as competent for the task to be done;

b) There is a valid permit to work where required and they are being supervised by a competent

person;

c) A pre-task risk assessment to identify all risks and hazards has been conducted before any

work commences;

d) He/she follows the requirements on OPEN, ISOLATE, TEST, EARTH, AND CREATE AN

EQUIPOTENTIAL ZONE BEFORE TOUCH, based on applicable/related standards,

procedures and outcome of risk assessment fit for the type of work or task to be performed;

e) The work area shall be within the equipotential zone, with the working earth visible at all

times.

f) The authorised person has physically shown all team members that the apparatus is safe to

work on;

g) He/she makes the specific electrical environment safe before performing the work; and

h) All the appropriate PPE (including face shield and insulated gloves for 1low voltage work) are

worn.

Note: The equipotential zone is only applicable for work being done on medium and high voltage

apparatus.

3.1.2 Rule 2: hook up at height

Working at height is a significant part of work in Eskom Holdings and is regarded as a high-risk

activity, as a result, all precautions must be taken to prevent incidents while working at height.

Wherever reasonably practicable, preference must be given to the performance of work at ground

level as opposed to work in an elevated position. Where work in an elevated position is necessary,

the requirements in this document and all other Eskom requirements pertaining to working from

height shall apply.

No person may work at height where there is a risk of falling unless:

a) A Fall Protection Plan has been developed by a trained fall protection plan developer and

communicated to all employees working at height based on the scope of work/task;

b) He/she is medically fit to work at height;

c) He/she is trained

d) A pre-task-specific work at height risk assessment to identify all risks and hazards has been

conducted and communicated to all participants before commencing any work of this nature;

e) He/she appropriately conducts work as determined by the risk assessment;

f) He/she is appropriately secured during ascending and descending where applicable; and

g) He/she is using an Eskom-approved fall arrest system where applicable.

Controlled disclosure

When downloaded from the document management system, this document is uncontrolled and the responsibility rests with the user to

ensure it is in line with the authorized version on the system. No part of this document may be reproduced in any manner or form by

third parties without the written consent of Eskom Holdings SOC Ltd, © copyright Eskom Holdings SOC Ltd, Reg No 2002/015527/30

Life Saving-Rules Unique Identifier: 240-62196227

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3.1.3 Rule 3: buckle up

Where required, the proper wearing of seat belts for any driver, operator and passenger is mandatory

in all vehicles/equipment when driving and/or travelling for Eskom business purposes. The driver is

obligated to ensure that he/she as well as all passengers are properly seated and wearing their

seatbelts at all times while being transported in the vehicle, as per Eskom specifications.

Note: This rule is applicable on any road or parking lot, irrespective of the speed, and when the

vehicle moves in a forward or backward direction.

3.1.4 Rule 4: be sober

No person who is under the influence or who appears to be under the influence of intoxicating liquor

or drugs will be permitted to enter or remain on an Eskom site conduct Eskom business or

drive/operate a vehicle/equipment for Eskom business purposes.

This includes any level of alcohol or the presence of any drugs, controlled substances, and/or illegal

substances in the body that impairs or could impair mental and physical functioning, irrespective of

when the substance was used.

3.1.5 Rule 5: ensure that you have a permit to work

No person shall work without the required Permit to Work (PTW), which is governed by but not limited

to:

a) Plant Safety Regulations; or

b) Operating Regulations for High Voltage Systems (ORHVS) (handover or permit); or

c) Low Voltage Operating Regulations; or

d) Any other activity where a permit is required, for example, driver and statutory permits.

No apparatus is to be returned to service without the cancellation of all permits on that plant in

accordance with procedure, unless permission is granted for a particular plant to be returned to

service with permits still open, like in the case of redundant systems.

NOTE: In the case of live work, Live Work Declaration Form

person, who is the person responsible for the safe execution of work according to relevant standards

and procedures.

3.1.6 Rule 6: ensure safe live working

To ensure safe live work, each live worker shall:

a) Ensure all live work basic principles are adhered to, as outlined (for the method being used)

in the High Voltage Live Working Standard for the respective division.

b) Observe and maintain the minimum approach distance (MAD).

c) Only perform live work (never mix live and dead work on the same site at the same time

Refer to ORHVS Section 7 and 5 handouts respectively).

Controlled disclosure

When downloaded from the document management system, this document is uncontrolled and the responsibility rests with the user to

ensure it is in line with the authorized version on the system. No part of this document may be reproduced in any manner or form by

third parties without the written consent of Eskom Holdings SOC Ltd, © copyright Eskom Holdings SOC Ltd, Reg No 2002/015527/30

Life Saving-Rules Unique Identifier: 240-62196227

Revision: 7

Page:

d) Perform tasks they are authorised for and only undertake tasks that are documented in the

respective Task Manual (TM). Only work on one potential (voltage) at a time.

3.2 Consequences of Violating a Life-Saving Rule

In terms of general health and safety in Eskom, if any of the Life-Saving Rules are violated, it will be

treated as serious misconduct, and result in a disciplinary process in accordance with the Eskom

Disciplinary Code and Procedure.

It must be highlighted that Eskom takes a ZERO TOLERANCE stance to violation of these rules.

Depending on the circumstances, Eskom reserves the right, where a contractor manager/supervisor

allows the violation of a Lifeappropriate sanction.

Where a contractor employee allegedly violates a Life-Saving Rule, the contractor shall immediately

remove the employee from the site and initiate the disciplinary process. The contractor shall

investigate any violation of a Life-Saving Rule and initiate the disciplinary process within five (5)

working days of the violation. The contractor shall furnish Eskom with a copy of the sanction after

the disciplinary process.

4. Acceptance

This document has been seen and accepted by:

Name Designation

Kerseri Pather General Manager Risk & Sustainability

Miranda Moahlodi Senior Manager Risk & Sustainability OHS

Risk and Sustainability Members of the Risk and Sustainability Management Committee

Management Committee

Centralised Consultative Forum Members of the Centralised Consultative Forum

HR Policies and Procedures Members of the Human Resources Policies and Procedures

Committee Committee

OHS Steering Committee Members of the OHS Steering Committee

5. Revisions

Date Rev. Compiler Remarks

February 2025 7 K Modiole Document due for review and

alignment to the organisational

changes

Controlled disclosure

When downloaded from the document management system, this document is uncontrolled and the responsibility rests with the user to

ensure it is in line with the authorized version on the system. No part of this document may be reproduced in any manner or form by

third parties without the written consent of Eskom Holdings SOC Ltd, © copyright Eskom Holdings SOC Ltd, Reg No 2002/015527/30

Life Saving-Rules Unique Identifier: 240-62196227

Revision: 7

Page:

Date Rev. Compiler Remarks

January 2017 6 A Stramrood

Updated the Purpose and

Applicability to specify that this

Standard applies to contractors.

Updated Normative and Informative

References. Updated Definition

section by removing agent and

consultant as these have been

incorporated into the definition of

contractor. Updated the definition of

Work at height and Zero Tolerance.

Reviewed and updated the Roles

and Responsibilities section and

Process for monitoring. Added

permit requirement to Rule 1,

updated Rule 2 - Removed the

as this is no longer a requirement in

terms of the Construction

Regulations, 2014 and updated

Rule 3

example transporting people on the

back of trucks in a cab

Consequences of violating a Life-

Saving Rule with regard to

contractors.

October 2015 5 A Stramrood The revision date needed to be

extended. The content is still valid

and the same.

May 2012 4 S Govender Amended Section 3.6

Consequences of Violating a Life-

Saving Rule to align with EXCO

decision.

March 2013 3 S Govender Changed Cardinal Rules to Life-

Saving Rules and amended content

to ensure a better understanding of

the intent and requirements.

September 2010 2 K Terblanche The content of Rev 1 was

incorporated into the new policy

template. The content was revised

and updated.

December 2008 1 K Terblanche Annexure 1: Acknowledgement of

Eskom Life-saving Rules of this

document was removed. The

references made to Annexure 1 in

paragraphs 3.5.2 and 3.8 were also

removed.

August 2008 0 K Terblanche The document with reference

numbers 32-421 was developed

and approved.

Controlled disclosure

When downloaded from the document management system, this document is uncontrolled and the responsibility rests with the user to

ensure it is in line with the authorized version on the system. No part of this document may be reproduced in any manner or form by

third parties without the written consent of Eskom Holdings SOC Ltd, © copyright Eskom Holdings SOC Ltd, Reg No 2002/015527/30

Life Saving-Rules Unique Identifier: 240-62196227

Revision: 7

Page:

6. Review Team

The following people were involved in the review of this document:

Kgosi Modiole

Sivi Govender

Peter May

Mike Townsend

Sheryl Issacs

Marc Lebea

Mathula Thulare

Jayson Naicker

Nalini Ramnarian

Bertie de Jager

Loraine Smit

Sifiso Ndlovu

Silindokuhle Sithebe

David Fankomo

Petrus Motsumi

Mike Voudouris (Distribution Live Work SME)

Eric Marshall (NTCSA Live Work SME)

Distribution Live Work Care Group

Distribution Live Work Managers Forum

Raj Rajkumar Transmission BIPM

Andre van Heerden - Distribution Training

Francois Du Toit Officer Technical Support

7. Acknowledgements

None

Controlled disclosure

When downloaded from the document management system, this document is uncontrolled and the responsibility rests with the user to

ensure it is in line with the authorized version on the system. No part of this document may be reproduced in any manner or form by

third parties without the written consent of Eskom Holdings SOC Ltd, © copyright Eskom Holdings SOC Ltd, Reg No 2002/015527/30

For live work, bidders must adhere to the High Voltage Live Working Standard for the respective division, maintain minimum approach distances, and never mix live and dead work on the same site at the same time.

CSD registration and valid tax clearance required. Compliance with Eskom contractor health and safety requirements (document 32-136) is mandatory. Bidders must accept and enforce Eskom's Life-Saving Rules with zero tolerance.

Violating a Life-Saving Rule is treated as serious misconduct and leads to a disciplinary process under the Eskom Disciplinary Code. Zero tolerance applies. Contractor managers or supervisors who allow violations may face sanctions. Contractor employees who violate a rule must be removed from site and disciplinary process initiated within five working days; the contractor must provide Eskom with a copy of the sanction.

No document content found in ZIP archive

The contract covers the provision of Fuel Oil, Atomizing Steam, Liquified Petroleum Gas and Burner Maintenance Services, including DHP spares supply, at Medupi Power Station for a period of 60 months. The scope includes maintenance, outage services, inspection, fault finding, repair, commissioning and engineering services to improve reliability and availability of the Dust Handling and Conditioning Plant.

Service Manager: Medupi Power Station, Steenbokpan Road (e-mail not provided).

Adjudicator: ICE-SA Division of the South African Institution of Civil Engineering (www.ice-sa.org.za); if not agreed, appointed by the Arbitration Foundation of Southern Africa (AFSA), 1st Floor, Maisels Chamber, 4 Protea Place, Sandton, Tel 320 0600, Fax 320 0533, [email protected].

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

• Form of Offer and Acceptance (Part C1): the signed offer cover page; the tenderer's CIDB registration number is captured here.
• Schedule of Deviations: any deviations from the tender documents must be listed here; a covering letter is not part of the final contract.
• Pricing Data (Part C2): the price list and pricing assumptions.
• Scope of Work (Part C3): Employer's Service Information.
• Any securities, bonds, guarantees and proof of insurance must be delivered to the Employer's agent within two weeks of receiving the completed contract.

Disqualification risks:

• Failure to submit a signed Form of Offer and Acceptance.
• Unauthorised deviations not recorded in the Schedule of Deviations.
• Failure to provide required securities, bonds, guarantees or insurance within the stated period constitutes repudiation of the agreement.

The contract is a NEC3 Term Service Contract (TSC3) using main Option A (priced contract with price list), dispute resolution Option W1, and secondary options X1 (price adjustment for inflation), X2 (changes in law), X17 (low service damages), X18 (limitation of liability), X19 (task order), and Z1 to Z14 (additional conditions).

Evaluation will assess the offered total of the Prices (exclusive of VAT) and compliance with the conditions of contract. Bidders must accept all Employer's additional conditions, including cession and assignment restrictions, joint venture liability, B-BBEE status change notification, confidentiality, ethics, insurance, and nuclear liability clauses.

Low service damages (Option X17) apply for non-compliance with service levels, including:

• Station monthly PM/SC compliance below 92% for three consecutive months: 2% of monthly fixed rate per month.
• Unavailability of Responsible Person beyond 7 days: 2% of monthly fixed cost per day.
• Unavailability of Responsible Person beyond 60 days: 2.5% of monthly fixed cost per day.
• Response time to urgent breakdowns beyond 1 hour during office hours: 1% of monthly fixed cost per incident.
• Delays in breakdown plan: 2% of monthly assessment per 1 hour delay.
• Poor workmanship: contractor to carry corrective cost.
• SDL&I non-compliance: 2.5% retention of monthly fixed rate per month.

Scope: Provision of Fuel Oil, Atomizing Steam, Liquified Petroleum Gas and Burner Maintenance Services and DHP spares supply at Medupi Power Station.

Applicable plant areas:

• Ash Conditioning Plant: from inlet to Ash Silos to bottom of conditioner discharge chutes, including bag filters, aeration systems, air slides, fly ash conditioners, scrubbers, water supply, lubrication equipment, and level/pressure instruments.
• Dust Handling Plant / Fly Ash Removal: from below isolating slide gates at bottom of PJFFP hoppers to inlet of Fly Ash Silos, including pneumatic conveying system, pressure vessels, piping, dome valves, hopper aeration blowers and air heaters, and level/pressure instruments.

Mechanical scope of work:

• Scheduled inspections and tasks per the Medupi Power Station DHP and Conditioning Plant Maintenance Strategy (240-91422667).
• Replacement/repair of MD pump pressure vessels and T-boxes, including statutory inspections and certification.
• Replacement/refurbishment of dome valves (inlet, vent, inline).
• Welding and repair of conveying pipelines, flanges, valves and components; welders qualified by Boiler Serve contractor if not self-qualified.
• Replacement of ash conveying piping, hopper aeration fans/blowers/heater, silo aeration fans/blowers, bag filter fans and components, silo discharge components, conditioner isolation valves, bearings, paddle blades, motors, gearboxes, water supply systems, scrubbers, lubrication systems, and potable water components.

C&I scope of work:

• Fault finding/repair on pressure transmitters, impulse lines, level switches, control air tubing, and bag filter pulsing system.
• Functional testing, verification and calibration of level switches, level transmitters, pressure/diff-pressure transmitters, impact weighers, solenoid valves, and filter DP transmitters.
• Removal/reinstallation of C&I equipment connected to valves during mechanical repairs.

Outage scope:

• Responsible for all DHP outage work, including planned philosophy outages (each unit every 18 months per 240-92360717) and ad-hoc opportunity outages.
• Draw up Quality Control Plan for approval; agree hold and witness points.
• Provide dedicated Outage Supervisor to work with Employer's Outage Coordinator.
• Opportunity outages conducted by permanently on-site personnel at no additional compensation except overtime where applicable.

Engineering services:

• Design reviews of modifications, commissioning, optimisation of air flow orifice plates.

Additional services:

• Regular observation of equipment, guidance to operating crew, telephonic advice on abnormal conditions.
• Transfer of knowledge and skills to Eskom personnel.
• Review and update training material, spares strategy (240-94418196), cataloguing of new spares, operating check sheets, and maintenance strategy.

Spares supply:

• Supply spares listed in the price list; quantities are estimates only, supplied on task order instruction.
• Deliver to Goods Receiving at Medupi main store with data books, certificates and preservation.
• Un-catalogued spares require approved Data Capture Form (DCF) before delivery.
• Spares must match original equipment supplied by CBZ; deviations, upgrades or obsolescence must be indicated.
• Incorrect spares replaced at contractor's cost.
• Packaging must allow extended storage without damage, be identifiable without opening, and separate spare types.

Pricing: Option A priced contract with price list. Prices are either lump sums or rates multiplied by expected quantities; no adjustment to lump sums unless a compensation event occurs.

Payment:

• Assessment interval: between the 21st day of each successive month.
• Payment period: 30 calendar days after valid tax invoice, or 60 calendar days for contract value above R50 million.
• Interest on late payment at the publicly quoted prime rate of Standard Bank (365-day year).
• Contractor must provide a tax invoice within one week of receiving a payment certificate; late invoices extend payment period.
• Include Employer's VAT number 4740101508 on each invoice.

Price adjustment (Option X1): Rates fixed and firm for first 12 months after Contract Date; thereafter CPA escalation applies. Base date for indices is the month before enquiry closing.

Forecasts: Contractor prepares forecasts of final total Prices at intervals no longer than 4 weeks.

Limitation of liability (Option X18):

• Liability for indirect/consequential loss: R0.
• Liability for loss/damage to Employer's property per event: limited to applicable deductibles.
• Liability for defects due to design: greater of total Prices or amounts excluded from Employer's insurance plus deductibles.
• Total liability limited to total Prices, except for excluded matters (design defects, off-site manufacture, third-party property damage, death/injury, IP infringement) which are unlimited.
• End of liability date: 12 months after end of service period.

Insurance (Option Z12): Contractor provides insurance per Insurance Table A (Employer's property, Plant and Materials, Equipment, third-party liability, employee liability) from starting date until completion or termination.

CSD registration required.

Tax compliance status required.

B-BBEE: Contractor must notify Employer within 7 days of any change in B-BBEE status and submit updated verification certificate within 30 days; a decrease may lead to renegotiation or termination.

CIDB registration number required on Form of Offer and Acceptance.

Health and safety: Contractor may be appointed as Principal Contractor under Construction Regulations 2014 (OHSA 85 of 1993); must comply with all applicable health and safety laws and Employer's rules.

Environmental: Must comply with all applicable environmental laws and regulations.

Asbestos: Employer ensures ambient air conforms to asbestos OEL (0.2 fibres/ml as 4-hour TWA, 0.6 fibres/ml as 10-minute TWA); Contractor may perform parallel measurements at own cost; asbestos removal done by registered asbestos contractor at Employer's expense.

Ethics: No coercive, collusive, corrupt, fraudulent or obstructive actions; termination for prohibited actions without need for criminal conviction.

Joint ventures: Jointly and severally liable; must notify Service Manager of key person within two weeks of Contract Date; cannot alter composition without consent.

Cession/delegation/assignment: Not permitted without written consent of Employer.

The tender covers maintenance of fuel oil, atomizing steam, liquefied petroleum gas and burner systems at Medupi Power Station, for a period of 60 months. Tender number E3356GXLPMED, issued 07 August 2026, closing 31 August 2026 at 10H00. Tender validity period is 180 days from closing.

Closing date: 31 August 2026 at 10H00 (submission via Eskom E-Tendering).

Clarification meeting (non-compulsory): 18 August 2026, 11:00–14:00, via Microsoft Teams. Link provided in the tender documents.

Clarification questions: forward to the Procurement Practitioner ([email protected]) 7 days before the closing date. Tenderers must notify Eskom of any clarifications required 5 working days before the tender submission deadline.

Tender validity period: 180 days from the closing date.

A non-compulsory clarification meeting will be held on 18 August 2026 from 11:00 to 14:00 via Microsoft Teams. Clarification questions should be forwarded to the Procurement Practitioner ([email protected]) 7 days before closing date. Tenderers must notify the Employer of any clarifications required 5 working days before the tender submission deadline.

Eskom Representative: Mzi Dyariwe

• Tel: 014 762 6329
• E-mail: [email protected]

Fraud and corruption reporting: 0800 11 2722 / [email protected]

Submission channel: tenders must be submitted electronically via the Eskom E-Tendering online site before the closing date and time. The supplier is responsible for ensuring the submission is received before the closing time; the system will not accept late submissions.

Mandatory returnables (disqualifiable if missing):

• One soft copy of the complete original tender (commercial, financial and technical information).
• CSD registration number.
• Annexure A (Acknowledgement Form) — confirms receipt and completeness of the enquiry documents.
• Annexure B (Tenderer's Particulars) — bidder and JV details, CSD and SARS eFiling numbers.
• Annexure C (Integrity Declaration Form) — declares any interest or relationship with Eskom or the state.
• SBD 1 (Invitation to Bid) — completed and signed by all tenderers, including foreign suppliers.
• SBD 4 (Bidder's Disclosure) — discloses any state employment or connection.
• SBD 6.1 (Preference Points Claim Form) — claims B-BBEE points under the PPPFA 2022 regulations.
• SBD 6.2 (Declaration for Local Production and Content) with Annexures F1–F4, only if designated materials are included.
• NEC Price Schedule.
• B-BBEE documentation.

Non-disqualifiable but required at award:

• Tax clearance certificate (for suppliers not on CSD or without a SARS eFiling PIN).
• Tax Evaluation Questionnaire (if the services contract includes it).
• Employment Equity compliance proof (South African designated employers).
• CIDB grading designation (if applicable).
• Additional documents (ECSA/SACPCMP registrations, CVs, permits, licences) as applicable to the scope.

Disqualification risks:

• Any mandatory returnable omitted or unsigned.
• Tenders signed by unauthorised persons.
• Submitting more than one tender, or a JV without joint and several liability.
• Conflict of interest, being on the Tender Defaulters list, or restricted by National Treasury.
• Subcontracting 100% of the scope of work.

Mandatory returnables include: one soft copy of the tender, CSD registration number, SBD 4 – Bidder's Disclosure, Annexures B and C, NEC Price Schedule, and B-BBEE documentation. Additional returnables for JVs, tax clearance, employment equity compliance, CIDB grading, and other documents as listed in the tender returnables section.

Evaluation stages:

1. Basic compliance — eligibility criteria, complete original tender, mandatory returnables, CSD registration.
2. Functionality (technical) evaluation — threshold is 80%. Tenderers below the threshold are disqualified and not evaluated further.
3. Contractual requirements — quality, health and safety, environmental, and financial analysis. One opportunity to submit outstanding documents within 7 working days; failure may render the tender non-responsive.

Scoring split:

• Price: 90%
• B-bbee: 10%
• Technical threshold: 80%

Preference point system:

• 90/10 for tenders above R50 million; 80/20 for tenders at or below R50 million.
• Prices scored out of 80 or 90 points; specific goals scored out of 10 or 20 points.
• B-BBEE points per level (80/20 system, 90/10 system): Level 1 = 10/20, Level 2 = 9/18, Level 3 = 6/14, Level 4 = 5/12, Level 5 = 4/8, Level 6 = 3/6, Level 7 = 2/4, Level 8 = 1/2, Non-compliant = 0.
• Failure to submit proof of specific goals does not disqualify, but scores zero for specific goals.

Price evaluation:

• Inclusive of VAT, with corrections for arithmetical errors, excluding contingencies.
• Unconditional discounts count for evaluation; conditional discounts are applied at payment.
• No public tender opening; prices will not be read out.
• Objective criteria and reverse e-auction are not applicable.

Scope: maintenance of fuel oil, atomizing steam, liquefied petroleum gas and burner systems at Medupi Power Station, for a period of 60 months.

Technical evaluation requirements are detailed in the Technical Evaluation Criteria (referenced in the tender returnables).

Quality requirements (contractual stage):

• ISO 9001:2015 Quality Management System manual, quality policy and quality objectives approved by top management.
• Documented information for control of nonconforming outputs, nonconformity and corrective action, and internal audit.
• Organisation chart and responsibility matrix including the quality management function (ISO 9001:2015 clause 5.3).
• Criteria for evaluation, selection, monitoring and re-evaluation of external providers (ISO 9001:2015 clause 8.4).
• Draft Contract Quality Plan specific to the scope (ref ISO 10005).
• Quality Control Plans / checklists / Inspection and Test Plans as per scope.
• Form A completed and signed.

Health and safety requirements (contractual stage):

• Annexure B, OHS plan/manual, baseline OHS risk assessment, valid letter of good standing, signed OHS policy.
• Threshold for health and safety requirements is 100%.
• No work may commence until the Safety file is approved by the Contract custodian and OHS professional.

Environmental requirements:

• Signed Environmental Proforma.

No specific methodology or method statement requirements are stated in the tender document. The technical evaluation criteria are referenced but not detailed in the extracted text.

Pricing:

• Completed NEC/FIDIC pricing schedule and contract data must be submitted.
• Prices evaluated inclusive of VAT, with corrections for arithmetical errors, excluding contingencies.
• Unconditional discounts count for evaluation; conditional discounts applied at payment.
• No public tender opening; prices will not be read out.

Pricing format:

• Completed NEC/FIDIC pricing schedule and contract data must be submitted.
• Prices evaluated inclusive of VAT, with corrections for arithmetical errors, excluding contingencies.
• Unconditional discounts count for evaluation; conditional discounts applied at payment.

Payment terms:

• Contracts below R50 million (incl. VAT): Eskom pays within 30 days of receipt of undisputed invoices.
• Contracts above R50 million (incl. VAT): Eskom pays within 60 days of receipt of undisputed invoices.

Financial analysis (contractual stage):

• Auditors/independent reviews/accounting officer's report.
• Signed director's/member's report.
• Approved financial statements valid within 18 months after year end, including balance sheet, income statement, statement of changes in equity, statement of cash flows and notes.
• If financial statements are not audited, an ITA 34C income tax assessment must be supplied.
• If the company fails financial viability, a bank guarantee from Eskom's approved list of banks may be required.
• Start-up enterprises (formed within the last 12 months) are not required to submit statements at tender stage, but must do so for the first year if awarded.

Security for performance:

• If a performance bond is required, the names of two financial institutions the tenderer will approach must be submitted with the tender.

Eligibility:

• Must be registered on the National Treasury Central Supplier Database (CSD), except foreign suppliers.
• Must not be under restriction to do business with Eskom or state-owned companies.
• Must not have nationality of a country on any international sanctions list.
• Must not submit more than one tender (unless as a JV with joint and several liability).
• Must not have a conflict of interest; any conflict disqualifies.
• Must not be on the National Treasury restricted list or the Tender Defaulters list.
• Must not subcontract 100% of the scope of work.

Returnable forms (one line each):

• SBD 1 (Invitation to Bid): signed cover page with bidder and contact details.
• SBD 4 (Bidder's Disclosure): discloses any state employment or connection; false disclosure disqualifies.
• SBD 6.1 (Preference Points Claim Form): claims B-BBEE points under PPPFA 2022.
• SBD 6.2 (Declaration for Local Production and Content): required if designated materials are included.
• Annexure C (Integrity Declaration): declares any interest or relationship with Eskom or the state.

Tax compliance:

• CSD registration or SARS eFiling PIN for verification; otherwise a certified tax clearance certificate is required (foreign suppliers with a South African footprint and local suppliers not on CSD).
• Foreign suppliers with no South African footprint must complete SBD 1 but no tax compliance proof is required.

B-bbee:

• Valid B-BBEE certificate from a SANAS accredited verification agency, or sworn affidavit, or CIPS affidavit.
• Proof of ownership/shareholding (preferably CIPC documentation) with shareholding breakdown.
• Certified ID copies of shareholders; proof of disability where applicable.

Other compliance:

• Employment Equity compliance proof (South African designated employers only).
• CIDB grading designation (if applicable) — valid proof at closing or within 21 working days if agreed.
• COIDA certificate of good standing or proof of application (South African tenderers only).
• Tax Evaluation Questionnaire to determine if the company is a personal service provider for PAYE.

B-BBEE points per level (80/20 system, 90/10 system): Level 1 = 10/20, Level 2 = 9/18, Level 3 = 6/14, Level 4 = 5/12, Level 5 = 4/8, Level 6 = 3/6, Level 7 = 2/4, Level 8 = 1/2, Non-compliant = 0.

Documents required to claim preference points:

• Valid B-BBEE certificate from a SANAS accredited verification agency, or sworn affidavit, or CIPS affidavit.
• Proof of ownership/shareholding (preferably CIPC documentation) with shareholding breakdown.
• Certified ID copies of shareholders.
• Proof of disability where applicable.

Health and safety requirements (contractual stage):

• Submit Annexure B, OHS plan/manual, baseline OHS risk assessment, valid letter of good standing, and signed OHS policy.
• Threshold for health and safety requirements is 100%.
• No work may commence until the Safety file is approved by the Contract custodian and OHS professional.
• COIDA certificate of good standing or proof of application (South African tenderers only).

Environmental requirements:

• Signed Environmental Proforma must be submitted.

Conditions of contract: NEC 3 Supply Contract.

After award, the recommended supplier must submit documentation for Contract Skills Development Goals (Form A2 Baseline Training Plan, A3 Project Interim Report, A4 Supervisor Agreement, A5 Project Completion Report) and for Indirect Targeting for Enterprise Development (Annexure A Targeted Enterprise Declaration Affidavit, Project Interim Report, Project Completion Report and Declaration).

Eskom's standard payment terms: 30 days for contracts below R50 million (incl. VAT), 60 days for contracts above R50 million (incl. VAT), from receipt of undisputed invoices.

Eskom reserves the right to negotiate with preferred bidders if tendered prices are not market-related.

Main contractors are discouraged from subcontracting with their subsidiaries; if they do, it must be declared in the tender documents.

Eligibility criteria:

• Must comply with eligibility criteria and not be under restriction to do business with Eskom or state-owned companies.
• Must not have nationality of a country on any international sanctions list.
• Must not submit more than one tender (unless as a JV with joint and several liability).
• Must not have a conflict of interest; any conflict disqualifies.
• Must be registered on the Central Supplier Database (except foreign suppliers).
• Must not be restricted by National Treasury or on the Tender Defaulters list.
• Must not subcontract 100% of the scope of work.
• Ineligible tenderers will be disqualified.

Evaluation criteria:

• Price: 90%
• B-bbee: 10%
• Technical threshold: 80%
• Tenderers not meeting the functionality threshold are disqualified.
• Prices evaluated inclusive of VAT, with corrections for arithmetical errors, excluding contingencies.
• Prices scored out of 80 or 90 points; specific goals scored out of 10 or 20 points.
• Ranking based on 90/10 for tenders above R50 million, 80/20 for R50 million or below.
• Objective criteria not applicable; reverse e-auction not applicable.

Bidders must provide an auditors/independent reviews/accounting officer's report.

Bidders must submit financial statements that are valid, meaning received within 18 months after the financial year end. If the company fails the financial analysis viability check, it may be required to provide a bank guarantee from Eskom's approved list of banks.

Bidders must provide approved financial statements, including balance sheet, income statement, statement of changes in equity, statement of cash flows, and notes to the financial statements. If the statements were not audited, an ITA 34C income tax assessment must be supplied. A bank guarantee from Eskom's approved list of banks may be required if the company fails financial viability.

Bidders must submit an auditors/independent reviews/accounting officer's report and a signed director's/member's report.

The tender covers maintenance of fuel oil, atomizing steam, liquefied petroleum gas, and burner systems at Medupi Power Station for a 60-month period. The work is critical to boiler reliability and availability, and poor maintenance can lead to delays in unit light-up and fuel oil carry-over, potentially causing catastrophic failure of the boiler furnace and gas air heater.

{"name":null,"email":null,"phone":null,"department":"s. Initiatives to improve the reliability and","address":null}

Returnable documents:

• Valid ISO 3834 certificate (welding quality management system) — mandatory.
• Proof of ISO 9001:2015 certificate (quality management system).
• Resources submitted under mandatory criteria must be shown in the organogram; any change of resource must meet the same requirements.

Disqualification risks:

• Failure to meet any mandatory criterion results in technical disqualification and no further evaluation.
• Unacceptable technical risks include: exclusion of scope, inadequate company or staff experience, lack of detailed quality control with employer hold points, method statement not aligned with the scope, and technical specification not meeting the scope.
• Unacceptable exceptions/conditions include declining to provide technical details deemed intellectual proprietary.
• Obsolete specifications may be replaced if the supplier provides manufacturer proof of obsolescence and new data sheets.

Evaluation stages:

• Mandatory criteria are gatekeepers, assessed on a Yes/No basis. A 'No' on any criterion disqualifies the bidder.
• Qualitative criteria are weighted and scored; the minimum weighted final score required is 75%.

Scoring methodology (no scores of 1 or 3 allowed):

• 5 = 100% Compliant (meets requirements, no foreseen risks)
• 4 = 80% Compliant with associated qualifications (acceptable risks/exceptions/conditions)
• 2 = 40% Non-compliant (unacceptable risks/exceptions/conditions)
• 0 = 0% Totally deficient/non-responsive

Qualitative criteria weightings:

• Supplier experience and capabilities: 30%
• Company organogram (20% of this criterion): reflects structure and resources in line with the scope; authorised letter or relevant documentation scores 100%, none scores 0%.
• Proof of experience on oil burner maintenance (80%): signed contracts with traceable numbers. More than 5 years = 100% (25 points); above 4 to 5 years = 15%; above 2 to 4 years = 10%; 1 to 2 years = 5%; none = 0%.
• Technical requirements: 50%
• Commissioning/start-up procedure for oil burner light-up and troubleshooting (50% of this criterion): detailed hot and cold commissioning data sheets with correct documentation for all spares, covering light-up procedure, UV and IR scanner troubleshooting, and gas-fired ignitors. Full documentation = 100% (25 points); no or partial = 0%.
• Method statement for maintenance per the scope (20%): correct method statement = 100% (10 points); no/inadequate = 0%.
• Fuel oil plant daily check sheets and logs (10%): ten or more = 15%; less than five = 5%; none = 0%.
• QCP for fuel oil pump replacement (10%): fully signed by contractor and client = 10%; no submission = 0%.
• QCP for inspection and testing of UV/IR scanners and ignitors (10%): both correct QCPs = 10%; one correct = 5%; none = 0%.
• Completion certificate for burner maintenance: 10%
• More than three signed burner QCPs from previous oil and coal burner work = 100% (10 points); no submission = 0%.
• Technical personnel: 10%
• CVs for A-class welder (accredited trade), instrumentation/electrician technician (trade/diploma), boiler maker (accredited trade), and site manager with engineering diploma or above and ECSA registration as PrEng/PrTech Eng. Relevant qualifications with over 5 years' experience = 100% (10 points); no relevant CV or experience = 0%.

Scope:

• Maintenance of fuel oil, atomizing steam, liquefied petroleum gas, and burner systems at Medupi Power Station.
• Contract duration: 60 months.
• The work is critical to boiler reliability and energy availability; poor maintenance can cause delays in unit light-up and fuel oil carry-over, potentially leading to catastrophic boiler furnace and gas air heater failure.

Plant areas and components covered:

• Oil burners, UV and IR scanners, gas-fired ignitors, fuel oil pumps.

Key requirements:

• Detailed hot and cold commissioning data sheets for oil burner light-up and troubleshooting.
• Method statement for maintenance of components per the scope of work.
• Daily check sheets and logs for the fuel oil plant.
• Quality control plans (QCPs) for fuel oil pump replacement and for inspection/testing of UV/IR scanners and ignitors, signed by both contractor and client.
• Completion certificates (signed QCPs) from previous burner maintenance on oil and coal burners.

Standards and references:

• ISO 9001 quality management systems.
• Eskom Generation Tender Technical Evaluation Procedure (240-168966153).
• Eskom Procurement and Supply Chain Management Procedure (32-1034).

Method statement required for maintenance of components as per the scope of work, detailing the steps to maintain the plant. A correct method statement scores 100% (10 points); no or inadequate statement scores 0%.

Commissioning/start-up procedure required for oil burner light-up and troubleshooting, including detailed hot and cold commissioning data sheets, light-up procedure, troubleshooting of UV and IR scanners and gas-fired ignitors, with correct documentation for all spares.

Daily check sheets and logs for the fuel oil plant must be completed and indicate relevant parameters.

Supplier experience:

• Company organogram reflecting structure and resources in line with the scope of work; authorised letter or relevant documentation required.
• Proof of experience on maintenance of oil burners: previous contracts with traceable contract numbers. More than 5 years' experience scores 100% (25 points); above 4 to 5 years = 15%; above 2 to 4 years = 10%; 1 to 2 years = 5%; none = 0%.

Key personnel (CVs required):

• A-class welder (accredited trade) with relevant qualification and over 5 years' experience.
• Instrumentation/electrician technician (trade/diploma).
• Boiler maker (accredited trade).
• Site manager with diploma or above in engineering (mechanical, electrical, or instrumentation) and registered with ECSA as PrEng or PrTech Eng.

Relevant qualifications with over 5 years' experience score 100% (10 points); no relevant CV or experience scores 0%.

Mandatory quality certifications:

• ISO 3834 (welding quality management system) — valid certificate required.
• ISO 9001:2015 (quality management system) — proof of certificate required.

Quality control plans (QCPs) required:

• QCP for replacement of fuel oil pump, fully signed by contractor and client.
• QCP for inspection and testing of UV and IR scanners and ignitors, fully signed.
• Completion certificates (signed QCPs) from previous burner maintenance on oil and coal burners.

Quality control must be detailed with employer hold points defined.

Mandatory certifications:

• Valid ISO 3834 certificate (welding quality management system).
• Proof of ISO 9001:2015 certificate (quality management system).

Personnel compliance:

• Site manager must hold a diploma or above in engineering (mechanical, electrical, or instrumentation) and be registered with ECSA as PrEng or PrTech Eng.
• A-class welder (accredited trade), instrumentation/electrician technician (trade/diploma), and boiler maker (accredited trade) required.

Other:

• Resources submitted under mandatory criteria must be shown in the organogram; any change must meet the same requirements.

Contract duration is 60 months. The contract aims to improve the reliability and availability of the boiler plant and burner system, contributing to the Energy Availability Factor (EAF).

Mandatory technical criteria:

• Valid ISO 3834 certificate (welding quality management system).
• Proof of ISO 9001:2015 certificate (quality management system).

Resources submitted under mandatory criteria must be made available during execution of the works and shown in the organogram. If a resource is changed, the new candidate must meet the same requirements.

Mandatory criteria are gatekeepers assessed on a Yes/No basis; a 'No' on any criterion disqualifies the bidder. Qualitative criteria are weighted and scored; minimum weighted final score required is 75%.

Scoring: 5 = 100% Compliant; 4 = 80% Compliant with associated qualifications; 2 = 40% Non-compliant; 0 = 0% Totally deficient/non-responsive. No scores of 1 or 3 allowed.

Qualitative criteria weightings:

• Supplier experience and capabilities: 30% (organogram 20%, oil burner maintenance experience 80%)
• Technical requirements: 50% (commissioning procedure 50%, method statement 20%, daily check sheets 10%, QCP fuel oil pump 10%, QCP UV/IR scanners 10%)
• Completion certificate for burner maintenance: 10%
• Technical personnel: 10%

TET members: Lindelani Mphohoni (Technician Maintenance), Coxwell Muthuphei (Snr Supervisor Tech Maintenance), Chrisprior Madonsela (Snr Engineer), Kgabo Choshi (Maintenance Manager), Bernard Matanda (Acting Boiler Engineering Manager). All TET members evaluate mandatory criteria 1 and qualitative criteria 1-4.

Unacceptable technical risks: exclusion of scope, inadequate company/staff experience, lack of detailed quality control with employer hold points, method statement not aligned with scope, technical specification not meeting scope.

Unacceptable exceptions/conditions: declining to provide technical details deemed intellectual proprietary. Obsolete specifications may be replaced with manufacturer proof of obsolescence and new data sheets.

The tender provides a Contract Quality Plan template to assist the supplier in identifying and planning for meeting the client's and contract expectations for quality management.

Bidders must complete the Contract Quality Plan template and submit it with their tender. The plan must be compiled by a representative of the tenderer and approved by the owner of the organisation. Eskom will review and accept the plan after contract award. No other eligibility criteria are stated in the provided document.

The Contract Quality Plan template is provided to help the supplier identify and plan for meeting the client's and contract expectations for quality management. The plan must cover: scope of work, communication channels between supplier and Eskom, organogram with roles and responsibilities, interfacing documents, list of suppliers and sub-suppliers, monitoring of suppliers, items to be manufactured/refurbished/purchased, items requiring QCP/ITP, special controls governed by codes, documented information to be submitted to Eskom, records control and retention, concession and non-conformance management, databook management, management of working tools and equipment, dealing with customer property, product preservation, identification and traceability, and commissioning and post-delivery activities.

The tender covers the maintenance scope of work for fuel oil, atomising steam, liquefied petroleum gas, and burner systems at Medupi Power Station, for a period of 60 months.

Returnable documents — the tender pack lists quality-related returnables that must be completed and submitted:

• Form A, completed and signed.
• A valid ISO 9001 certificate (Option 1) or, alternatively, evidence of an operational quality management system (Section B).
• A draft Contract Quality Plan specific to the scope of work.
• A draft or example of an Inspection and Test Plan (ITP) or Quality Control Plan (QCP) from similar or previous work.
• Supporting documents for the quality management system, including an organisation chart and responsibility matrix, documented control of externally provided processes, an internal audit report, a certification audit report not older than 12 months, and management review meeting records.

Disqualification risks:

• Missing or unsigned Form A.
• Failing to provide the required quality deliverables.
• Submitting after the closing time.

Quality requirements are evaluated as Category 1 deliverables, with each item scored as 1 (apply) or 0. The sections and their scores are:

• Section A (ISO 9001 certification): 4 points — certificate scope must be relevant, issued by an accredited body with recognised international accreditation, and valid.
• Section B (Evidence of QMS in operation): 5 points — documented information for roles and responsibilities, control of external providers, internal audit report, certification audit report (not older than 12 months), and management review records.
• Section C (Contract Quality Plan): 1 point — draft plan specific to the scope of work.
• Section D (Quality Control Plan): 1 point — draft ITP or QCP from similar work.
• Section E (User-defined requirements): 2 points — Form A completed and signed, plus any additional requirements per the scope.

Total possible score: 13 points. Bidders must meet the quality requirements to be evaluated.

The scope is the maintenance of fuel oil, atomising steam, liquefied petroleum gas, and burner systems at Medupi Power Station, for a period of 60 months. The tender returnables document focuses on quality requirements; detailed technical specifications are not included in this extract.

Bidders must complete and sign Form A. Additional quality requirements may be added as per the scope of work and/or specification. The quality management system must comply with ISO 9001:2015 clauses, including documented information for roles, control of external providers, internal audits, management review, and certification audits.

Bidders must hold a valid ISO 9001 certificate issued by an accredited certification body, with the scope relevant to the work and the certificate still valid. Alternatively, bidders must provide evidence of an operational quality management system meeting the specified requirements. Bidders must complete and sign Form A as part of the tender returnables.

Quality deliverables are scored per section: Section A (ISO 9001 certificate) 4 points, Section B (QMS evidence) 5 points, Section C (Contract Quality Plan) 1 point, Section D (Quality Control Plan) 1 point, Section E (Form A and additional requirements) 2 points. Total 13 points.