Service, repair and refurbishment of milling plant gearbox input shaft bearing housing (units 1–3) at grootvlei power station

Issue date: 31 August 2026

Non-compulsory clarification meeting: 10 September 2026 at 14h00 via MS Teams (link: https://teams.microsoft.com/meet/322133154735048?p=t6DvlChhVlkCwqevjd). Attendance must be confirmed with the Eskom Representative (name, position, contact details of each attendee).

Clarification queries deadline: 5 working days before tender closing date (i.e., by 16 September 2026).

Tender closing date and time: 23 September 2026 at 10h00.

Tender validity period: 180 days (6 months) from closing date.

No compulsory site visit or briefing.

Eskom Representative (all queries and clarifications):

Name: Neo Sithole

Telephone: (017) 779 7249

Email: [email protected]

Fraud/corruption reporting (anonymous): 0800 11 2722 / [email protected]

Submission address: Eskom E-tendering portal — https://etendering.eskom.co.za

Supplier Help Manual and video available on the E-tendering page.

Submission method: Electronic only via the Eskom E-tendering portal (https://etendering.eskom.co.za). No hard copies or zip/condensed files accepted.

Closing deadline: 23 September 2026 at 10h00. Late tenders will not be accepted.

Documents must be uploaded in PDF format (maximum 500 MB per document, total submission limited to 4 GB). The pricing schedule must be submitted in both PDF and Excel formats.

Upload folders: Technical, Commercial, Financial, and Other.

Resubmission: Only the latest version submitted before the deadline will be considered; earlier submissions are void.

Submission status must be marked as complete on the portal.

Mandatory returnables at closing (disqualifiable if omitted or unsigned):

• Annexure A: Authorisation Form
• Annexure B: Acknowledgement Form
• Annexure C: Tenderer's Particulars
• Annexure D: Integrity Pact Declaration Form
• Annexure E: CPA for Local Goods/Services (if applicable)
• Annexure F: CPA(IG) for Imported Goods/Services (if applicable)
• Annexures G1–G4: SBD 6.2 Declaration Certificate for Local Production and Content with supporting schedules
• Annexure H: SBD 1 Invitation to Bid
• Annexure I: SBD 6.1 Preference Points Claim Form (PPPFA 2022)
• Annexure J: SBD 4 Bidder's Disclosure
• E-tendering Help Manual Acknowledgement Form
• Tax Evaluation Questionnaire (personal service provider determination)
• Valid proof of CSD registration (CSD number/report)
• NEC or other Contract document, fully completed including price list
• Completed Pricing Schedule (if not in the NEC Contract)
• Letter of intent and signed JV/consortium agreement (if applicable), with profit-sharing ratios, single designated bank account confirmation, and written confirmation of single business entity operation
• Specific Goals evidence (B-BBEE certificate/sworn affidavit) — non-submission scores zero points but does not disqualify
• Tax Clearance Certificate (foreign suppliers with SA footprint not on CSD; local suppliers without SARS e-filing PIN)
• Employment Equity Act compliance proof (South African designated employers only)

Returnables required prior to contract award:

• COIDA Letter of Good Standing or proof of application (South African tenderers)
• Signed acknowledgement of Eskom OHS legal requirements (Annexure B)
• Health and Safety Plan addressing project-specific OHS risks
• Detailed OHS costing (broken down, not lump sum)
• Baseline OHS Risk Assessment (BRA) with methodology
• OHS Policy signed by CEO
• OHS Competency evidence (CVs, qualifications, certificates)
• Quality management documentation per Supplier Quality Specification (ISO 9001 certification or documented QMS evidence, Contract Quality Plan, Quality Control Plan/ITP, repair/refurbishment procedure, NDT procedure, Form A)
• Environmental Management documentation (SHE Policy per ISO 14001, Waste Management Plan, Emergency Preparedness Plan, Site-specific Environmental Management Plan, letter guaranteeing worker protection under NEMA s29, environmental training records, qualified SHE Officer appointment with CV)
• Latest approved annual financial statements (not draft or management accounts) including all statutory components, signed director's and auditor's reports, public interest score (if applicable), ITA34C for current and previous years (if not audited); each JV/SPV partner must submit separately

Disqualification risks: Missing or unsigned disqualifiable returnables at closing; late submission; submission outside the E-tendering portal; incomplete mandatory commercial returnables; subcontracting 100% of scope; conflict of interest; restricted status (National Treasury, Tender Defaulters list, Eskom, international sanctions); tender signed by unauthorised person.

Two-stage evaluation:

1. Functionality (Technical) — minimum threshold 70%. Tenderers scoring below 70% are disqualified. Functionality criteria and weightings:

• Organogram with qualifications of scope execution team and CVs of key personnel (15%): Mechanical Supervisor (National Diploma/N-Diploma with Trade Test, 3+ years experience), Mechanical Artisans (Certified Trade Test, 3+ years), NDT Personnel, Quality Personnel (SAIW Level 1, 3+ years quality control).
• Technical proposal detailing work methodology (30%): scope understanding, repair methodology, Quality Control Plan, inspection points, Inspection and Test Plan, testing procedures, lead times, NDT methodology, programme of works, dimensional inspection methodology, bearing installation methodology, SHEQ compliance, proposed QCP hold/witness points.
• Workshop facilities, machining capability, specialised equipment and tools (25%): detailed description of workshop facilities, list of major machinery/equipment, workshop facility proof, machining equipment, NDT equipment/facilities or service provider details, welding/repair equipment, inspection/measurement equipment, NDT equipment photographs.
• Traceable references (30%): minimum 3 completed contracts of similar scope (Service, Repair and Refurbishment of Milling Plant Main Gearbox Input Shaft Bearing Housing) within last 3 years, or at least 1 relevant verifiable reference within last 10 years. References must include contract name, company, description, value, start/end dates, reference contact details.

2. Price and Specific Goals (80/20 PPPFA 2022):

• Price scored out of 80 points (inclusive of VAT, corrected for arithmetic errors, excluding contingencies, adjusted for variations, NPV comparison, unconditional discounts considered).
• Specific Goals scored out of 20 points (B-BBEE status level per PPPFA). Failure to submit proof awards zero points but does not disqualify.
• Ranking: combined Price + Specific Goals score, highest to lowest.
• Objective criteria may justify award to other than highest scorer.

Contractual Requirements (assessed after evaluation/ranking, must be met before award):

• Mandatory: CSD registration.
• Additional (if applicable): SHEQ requirements, financial viability (financial statements — compulsory for CIDB transactions from R30k excl. VAT), other as stipulated.

CIDB grading, Contract Skills Development Goals (CSDG), and Contract Participation Goals (CPG) are NOT applicable.

Reverse e-auction: Not applicable.

Alternative tenders: Not allowed.

Scope: Service, repair and refurbishment of milling plant gearbox input shaft bearing housing for Units 1 to 3 at Grootvlei Power Station on an as-and-when-required basis.

Key technical requirements:

• Detailed repair/refurbishment procedure covering scope execution method, inspection points, Inspection and Test Plan (ITP), testing procedures, lead times, NDT methodology, programme of works, dimensional inspection methodology, bearing installation methodology.
• Quality Control Plan (QCP) with hold/witness points.
• Compliance with SHEQ requirements.
• Workshop facilities with adequate machining capability, specialised equipment and tools for gearbox input shaft bearing housing refurbishment.
• Valid calibration/test certificates for all equipment.
• Proof of workshop and warehousing facility adequate for preservation of Eskom equipment (owned or leased).
• NDT capability (equipment, facilities, or service provider details) with procedures for NDT (even if outsourced).
• Welding and repair equipment, inspection and measurement equipment.
• Organogram with key personnel: Mechanical Supervisor (National Diploma/N-Diploma with Trade Test, minimum 3 years experience), Mechanical Artisans (Certified Trade Test, minimum 3 years experience), NDT Personnel, Quality Personnel (SAIW Level 1 minimum, 3 years quality control experience). CVs and certified qualifications required.
• Minimum 3 traceable reference projects of similar scope completed within last 3 years (or at least 1 within last 10 years) with verifiable details.
• Quality Management System: ISO 9001 certification (Option 1) OR documented QMS complying with ISO 9001 (Option 2) covering quality policy, objectives, document control, nonconforming output control, corrective action, internal audits, roles/responsibilities, control of external providers, material/equipment compliance, preservation, project risk/opportunity register.
• Contract Quality Plan specific to scope (ref ISO 10005).
• Quality Control Plan / Inspection and Test Plan per scope of works (ref ISO 10005).
• Form A completed and signed.
• Repair/refurbishment procedure and NDT procedure.
• Environmental Management: SHE Policy per ISO 14001:2015, Waste Management Plan, Emergency Preparedness/Response Plan (major spills), Site-specific Environmental Management Plan, letter from top management guaranteeing worker protection under NEMA s29, environmental training records for significant activities (oil spills, herbicides, asbestos), qualified SHE Officer appointment with CV and qualifications.
• Cataloguing: Successful tenderer may be required to provide cataloguing information per item after award; pricing schedule must include a line item for cataloguing.

Technical methodology requirements (evaluated under functionality criterion 2 — 30% weighting):

• Detailed proposal of scope execution demonstrating comprehensive understanding of full scope per specification GVL/0697.
• Repair methodology addressing: scope execution method statement, Quality Control Plan (QCP), inspection points, Inspection and Test Plan (ITP), testing procedures, lead times, NDT methodology/procedures, programme of works, dimensional inspection methodology, bearing installation methodology.
• SHEQ compliance requirements.
• List of proposed QCP hold/witness points.

Scoring:

5 = 100%: Excellent response, comprehensive and technically sound methodology demonstrating clear understanding of full scope.

4 = 80%: Good response, generally comprehensive methodology demonstrating adequate understanding.

2 = 40%: Methodology incomplete or insufficiently detailed, does not adequately demonstrate understanding of one or more aspects.

0 = 0%: Fails to submit technical methodology, or submitted methodology totally deficient/non-responsive to required scope.

Workshop facilities and equipment methodology (criterion 3 — 25%): Detailed description of workshop facilities and capabilities, list of major machinery/equipment, proof of workshop facility, machining equipment, NDT equipment/facilities or service provider details, welding/repair equipment, inspection/measurement equipment, NDT equipment photographs demonstrating availability.

Reference projects methodology (criterion 4 — 30%): Minimum 3 traceable reference contracts of similar scope (Service, Repair and Refurbishment of Milling Plant Main Gearbox Input Shaft Bearing Housing) completed within last 3 years, or at least 1 relevant verifiable reference within last 10 years. References must include contract name, company, description, value, start/end dates, reference contact details.

Key personnel qualifications and experience (evaluated under functionality criterion 1 — 15% weighting):

• Mechanical Supervisor: National Diploma / N-Diploma with Trade Test, minimum 3 years experience.
• Mechanical Artisans: Certified Trade Test personnel, minimum 3 years experience.
• NDT Personnel: Qualifications and experience as required.
• Quality Personnel: SAIW Level 1 minimum, with 3 years minimum experience in quality control.

Organogram must clearly indicate all key personnel with CVs and certified qualifications submitted.

Scoring:

5 = 100%: All key personnel clearly indicated on organogram and CVs with qualifications submitted.

4 = 80%: Key personnel clearly indicated on organogram and CVs with qualifications submitted.

2 = 40%: Key personnel not clearly indicated or CVs/qualifications incomplete.

0 = 0%: Totally deficient or non-responsive CVs with qualifications submitted.

Traceable reference projects (criterion 4 — 30%): Minimum 3 completed contracts of similar scope within last 3 years, or at least 1 relevant verifiable reference within last 10 years. Each reference must include: contract name, company where project executed, description of work performed, value of work, work start and end dates, name/designation/contact of reference person.

Scoring:

5 = 100%: 3+ completed similar/comparable projects, fully verifiable.

4 = 80%: 2 completed similar/comparable projects, information mostly but not fully submitted/verifiable.

2 = 40%: 1 completed similar/comparable project.

0 = 0%: 0 completed similar/comparable projects.

Quality Management System (QMS) requirements — two options:

Option 1: Valid ISO 9001 certification by accredited body (4 points):

• Product/service scope on certificate defined and relevant
• Certificate from approved/authorised certification authority
• Certification authority has recognised international accreditation
• Certificate validity (expiry date) confirmed

Option 2: Documented QMS complying with ISO 9001 (7 points):

• QMS Manual or document defining QMS scope / Quality Method Statement
• Quality Policy approved by top management
• Quality Objectives approved by top management
• Control of documented information (ISO 9001:2015 Clause 7.5)
• Control of nonconforming outputs (Clause 8.7)
• Nonconformity and corrective action (Clause 10.2)
• Internal audit (Clause 9.2)

Evidence of QMS in operation (5 points):

• Defined roles, responsibilities, authorities — organogram and responsibility matrix including quality function (Clause 5.3)
• Control of externally provided processes, products, services — evaluation, selection, monitoring, re-evaluation criteria (Clause 8.4)
• Proof of compliance of all materials/equipment to Eskom and national/international standards — valid calibration/test certificates
• Preservation of goods (identification, handling, contamination control, packaging, storage, transport, protection) — proof of adequate workshop/warehousing facility (owned/leased)
• Project-related risks and opportunities — risk register and action plan/template (not OHS risk assessment)

Contract Quality Plan (1 point): Draft Contract/Project Quality Plan specific to scope (ref ISO 10005).

Quality Control Plan / ITP (1 point): Draft/example of Inspection and Test Plan or QCP on similar/previous work (ref ISO 10005).

User-defined additional requirements (3 points):

• Form A completed and signed
• Repair/refurbishment procedure
• NDT procedure (even if outsourced)

Total functionality quality score contributes to overall functionality threshold of 70%.

Pricing schedule requirements:

• Completed pricing schedule (Bill of Quantities / Schedule of Rates) must be submitted in both PDF and Excel formats.
• Price list must be fully completed on the NEC or other Contract documents.
• Upload size limit: 500 MB per document, total submission restricted to 4 GB.
• If cataloguing is required, pricing schedule must include a line item for cataloguing (tenderers must quote for this; Eskom will pay).
• Prices evaluated inclusive of VAT, corrected for arithmetic errors, excluding contingencies, adjusted for variations/deviations, compared on Net Present Value basis.
• Unconditional discounts considered for evaluation; conditional discounts not considered for evaluation but implemented at payment.
• Price scored out of 80 points under 80/20 PPPFA 2022 system.
• No reverse e-auction applicable.
• Eskom reserves right to negotiate with preferred bidders if tendered prices not market-related.

Pricing format: Completed pricing schedule (Bill of Quantities / Schedule of Rates) in both PDF and Excel formats. Price list must be fully completed on NEC or other Contract documents.

Price evaluation: Prices inclusive of VAT, corrected for arithmetic errors, contingencies excluded, adjusted for variations/deviations, compared on Net Present Value basis using tendered programme, Price Adjustment Factors, exchange rate fluctuations, and risk parameters. Unconditional discounts considered; conditional discounts not considered for evaluation but implemented at payment.

Price scored out of 80 points under 80/20 PPPFA 2022 system.

Payment terms: Contracts below R50 million (incl. VAT) — payment within 30 days of receipt of undisputed invoice. Contracts above R50 million (incl. VAT) — payment within 60 days.

Financial viability: Latest approved annual financial statements (not draft/management accounts) required prior to contract award, including background, signed director's report, signed auditor's/reviewer's/compiler's/accounting officer's report, statement of financial position, statement of comprehensive income, statement of changes in equity, statement of cash flows, notes. Public interest score (if not audited) with actual score, owner-managed status, external preparation confirmation. ITA34C for current and previous assessment years (if not audited). Each JV/SPV partner must submit separately.

No performance security/bond requirement stated (N/A).

Cataloguing line item must be priced if required.

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

Eligibility:

• Must be registered on Central Supplier Database (CSD) with valid tax compliance (SARS PIN or tax clearance for foreign suppliers with SA footprint).
• Must not be restricted by National Treasury, on Tender Defaulters list, or restricted by Eskom.
• Must not subcontract 100% of Scope of Work.
• JV/consortium partners must be jointly and severally liable per signed agreement.
• No nationality from internationally sanctioned countries.
• No conflict of interest (common controlling partner/majority shareholder, relationships enabling information access/influence).
• Tender must be signed by authorised person.

Mandatory returnables at closing (disqualifiable if missing/unsigned): Authorisation Form, Acknowledgement Form, Tenderer's Particulars, Integrity Pact Declaration, CPA Local/Imported (if applicable), SBD 6.2 Local Content Declaration with schedules (if designated materials), SBD 1, SBD 6.1 Preference Points Claim, SBD 4 Bidder's Disclosure, E-tendering Help Manual Acknowledgement, Tax Evaluation Questionnaire, CSD registration proof, NEC/Contract document, Pricing Schedule, JV documents (if applicable).

Specific Goals (B-BBEE): Scored out of 20 points per PPPFA 2022. Proof: B-BBEE certificate from authorised body, sworn affidavit per B-BBEE Codes, or other prescribed proof. Non-submission = zero points, not disqualification.

Tax: Foreign suppliers with SA footprint not on CSD must provide tax clearance certificate. Local suppliers without SARS e-filing PIN must provide tax clearance. Foreign suppliers with no SA footprint: no tax compliance proof required.

Employment Equity Act: South African designated employers must submit proof of compliance and EE report submission to Department of Labour.

CIDB: Not applicable.

CSDG/CPG: Not applicable.

OHS (mandatory prior to award): COIDA Letter of Good Standing or proof of application (SA tenderers), signed acknowledgement of Eskom OHS requirements (Annexure B), Health and Safety Plan addressing project risks, detailed OHS costing (broken down), Baseline OHS Risk Assessment with methodology, OHS Policy signed by CEO, OHS Competency evidence (CVs, qualifications, certificates).

Quality (mandatory prior to award): ISO 9001 certification OR documented QMS per ISO 9001, Contract Quality Plan, Quality Control Plan/ITP, repair/refurbishment procedure, NDT procedure, Form A.

Environmental (mandatory prior to award): SHE Policy per ISO 14001:2015, Waste Management Plan, Emergency Preparedness Plan, Site-specific Environmental Management Plan, NEMA s29 protection letter, environmental training records, qualified SHE Officer with CV.

Financial statements: Latest approved annual financial statements with full statutory components (prior to award).

Subcontracting with subsidiaries: Discouraged; if done, must be declared in tender documents.

Occupational Health and Safety (OHS) requirements — mandatory prior to contract award:

1. COIDA: Original Letter of Good Standing or proof of application from Compensation Fund or licensed compensation insurer (South African tenderers only).
2. Signed acknowledgement of Eskom's OHS legal and other requirements (Annexure B).
3. Health and Safety Plan addressing project/scope-specific OHS risks, aligned with Eskom's health and safety specification.
4. Detailed OHS costing (broken down, not lump sum) based on overall scope of work and risk assessment.
5. Baseline OHS Risk Assessment (BRA): Identification, assessment, and management of OHS risks related to scope; methodology used must be provided.
6. OHS Policy signed by CEO, complying with OHS Act Section 7.
7. OHS Competency: CVs and qualifications/certificates for key personnel (considering scope, risks, OHS plan).

These are Additional Contractual Requirements assessed after evaluation but required before award. Failure to meet by stipulated deadlines may render tenderer non-responsive and ineligible for award.

OHS returnables are not part of functionality scoring but are mandatory contractual requirements.

Environmental Management requirements — mandatory prior to contract award, scored via Environmental Management Requirement Checklist (100% total):

1. SHE Policy (15%): Copy signed per ISO 14001:2015, addressing commitment to environmental management, pollution prevention, environmental degradation.
2. Environmental Management Strategy (25%): Waste Management Plan (applicable waste streams), Emergency Preparedness/Response Plan (e.g. major spills), Site/Work-specific Environmental Management Plan.
3. Legal Protection of Employees and Environment (20%): Letter from top management guaranteeing protection of workers refusing environmentally hazardous work per NEMA Section 29 (Act 107 of 1998).
4. Environmental Training and Competency (15%): Proof of training and skills for persons performing significant activities (oil spills, herbicide application, asbestos, other applicable activities).
5. Appointment of SHE Officer (25%): Appointment of qualified SHE Officer with CV and qualifications.

These are Additional Contractual Requirements assessed after evaluation but required before award. Environmental returnables are not part of functionality scoring but are mandatory contractual requirements.

Contract conditions: NEC Engineering and Construction Contract (or other as stipulated).

Contract duration: As-and-when-required basis (no fixed term stated).

Payment terms: Below R50m (incl. VAT) — 30 days from undisputed invoice; Above R50m — 60 days.

Tender validity: 180 days from closing.

No performance security required (N/A).

Cataloguing: Successful tenderer may be required to provide cataloguing information per item after award; pricing must include cataloguing line item.

Subcontracting: 100% subcontracting disqualifies. Subcontracting with subsidiaries discouraged; if done, must be declared.

JV/consortium: Must have signed agreement with joint and several liability, profit-sharing ratios, single designated bank account, written confirmation of single business entity operation.

Disqualification grounds: International sanctions nationality, multiple tenders, unsigned JV agreement, conflict of interest, unauthorised signatory, National Treasury restriction, Tender Defaulters list, Eskom restriction, 100% subcontracting.

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

Standard Conditions of Tender apply (accessible at www.eskom.co.za); Tender Data takes precedence over Standard Conditions in case of ambiguity.

No public tender opening (e-tendering).

No alternative tenders allowed.

Reverse e-auction: Not applicable.

Clarification queries: Must be addressed in writing to Eskom Representative only, deadline 5 working days before closing.

Non-compulsory clarification meeting: 10 September 2026, 14h00, MS Teams.

Intellectual property: No part of tender document may be reproduced without Eskom's written consent.

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

Functionality evaluation (threshold 70%) with four weighted criteria:

1. Organogram and key personnel CVs (15%): Mechanical Supervisor (National Diploma/N-Diploma + Trade Test, 3+ years), Mechanical Artisans (Certified Trade Test, 3+ years), NDT Personnel, Quality Personnel (SAIW Level 1, 3+ years QC).
2. Technical proposal / work methodology (30%): Scope understanding, repair methodology, QCP, inspection points, ITP, testing procedures, lead times, NDT methodology, programme, dimensional inspection, bearing installation, SHEQ compliance, QCP hold/witness points.
3. Workshop facilities and equipment (25%): Workshop description, major machinery list, facility proof, machining equipment, NDT equipment/facilities or provider details, welding/repair equipment, inspection/measurement equipment, NDT photographs.
4. Traceable references (30%): Minimum 3 similar projects completed in last 3 years (or 1 in last 10 years) with contract name, company, description, value, dates, reference contacts.

Price and Specific Goals (80/20 PPPFA 2022): Price 80 points (VAT inclusive, arithmetic correction, NPV comparison), Specific Goals 20 points (B-BBEE). Non-submission of Specific Goals proof = zero points. Ranking by combined score. Objective criteria may override ranking.

Contractual Requirements (post-evaluation, pre-award): CSD registration (mandatory); SHEQ requirements, financial viability (financial statements), other as stipulated (additional). CIDB, CSDG, CPG not applicable.