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The document is aimed at setting the standard technical evaluation criteria to be used when evaluating the tender submissions for glass cap and pin, composite longrod, composite post and porcelain insulators for Eskom. This document contains both the evaluation criteria used for desktop evaluation and factory evaluation and was compiled in accordance with [1]. 2. Supporting clauses 2.1 Scope This document covers the technical evaluation process and criteria for glass cap and pin and composite long rod insulators for systems with nominal voltages up to 765kV, and for porcelain and composite line post insulators for systems up to 400kV within Eskom Holdings SOC (Ltd). 2.1.1 Purpose The document addresses the standard documented technical evaluation criteria to be used when evaluating tender submission for glass cap and pin and composite long rod insulators for systems with nominal voltages up to 765kV, and for porcelain and composite line post insulators for systems up to 400kV, in line with the Eskom Holdings SOC (Ltd) requirement. 2.1.2 Applicability This document shall apply throughout Eskom Holdings Limited Divisions. 2.2 Normative/informative references Parties using this document shall apply the most recent edition of the documents listed in the following paragraphs. 2.2.1 Normative [1] 32-1034 – Eskom procurement and supply chain management [2] 240-77125772 Specification for Polymeric Longrod Insulators for AC Transmission Voltages of 220kV and above. [3] 240-77125760 Glass Cap and Pin Insulators for ESKOM Transmission HVAC. [4] ISO 9001 Quality Management Systems. [5] 240-75883384- Specification for stay insulators porcelain or equivalent used for medium and low voltage overhead lines [6] 240-75883166 Standard for Guy Strain Insulators for Overhead Distribution Systems [7] 240-75883174- Specification for outdoor post and long rod insulator for new and refurbished power lines up to 33kV [8] 240-75883896- Outdoor post and long rod insulators for new and refurbished power lines for 66kV and 132kV [9] 240–75883900 - Outdoor low voltage insulators for new and refurbished power lines up to 1000 volts [10] 240-75883140 - Specification for spindles and spindles with collar for distribution lines [11] 240-75883164 - Hump back split pins for new and refurbished power lines up to 132kV. [12] 240-131060721 - Standard for Line Post Insulators for 220kV and Above [13] SANS 17025 - General requirements for the competence of testing and calibration laboratories ESKOM COPYRIGHT PROTECTED When downloaded from the WEB, this document is uncontrolled and the responsibility rests with the user to ensure it is in line with the authorized version on the WEB. Document Classification: Controlled Disclosure TECHNICAL EVALUATION STANDARD FOR LINE Unique Identifier: 240-86601391 INSULATORS Revision: 5 Page: 2.2.2 Informative [14] 32-9 Definition of Eskom documents. [15] 32-644 Eskom documentation management standard. [16] 474-65 Operating Manual of the Steering Committee of Technologies (SCOT). [17] QM 58 Supplier contract quality requirements specification. 2.3 Definitions 2.3.1 General Definition Description Eskom Assessment The person(s) appointed by Eskom to perform evaluation of tender/enquiry Representative (s) submission(s) in line with Eskom requirements. Sliding Scale Points Refers to allocating maximum points to the tenderers whose value in question is System higher according to the most superior performance amongst others and proportionally deducting points from those tenderers who are lower than that reference value. 2.3.2 Disclosure classification Controlled disclosure: controlled disclosure to external parties (either enforced by law, or discretionary). 2.4 Abbreviations Abbreviation Description CAP Committee for Accepted Products DX Distribution GA General Arrangement GM General Manager HV High Voltage LAP List of Accepted Products n/a Not Applicable OEM Original Equipment Manufacturer OU Operating Unit PDE Power Delivery Engineering QC Quality Control TX Transmission 2.5 Roles and responsibilities The Line Insulation Care Group must ensure that this document is updated, renewed and current at all times. 2.6 Process for monitoring Not applicable. ESKOM COPYRIGHT PROTECTED When downloaded from the WEB, this document is uncontrolled and the responsibility rests with the user to ensure it is in line with the authorized version on the WEB. Document Classification: Controlled Disclosure TECHNICAL EVALUATION STANDARD FOR LINE Unique Identifier: 240-86601391 INSULATORS Revision: 5 Page: 2.7 Related/supporting documents Not Applicable 3. Technical tender evaluation procedure The technical evaluation procedure is specific to each item type. The evaluation method has two main parts: desktop and factory evaluations. For items not previously evaluated, both parts may apply at Eskom’s discretion. All items that have passed technical evaluation in the immediate previous enquiry or are currently being supplied shall not be technically evaluated again. Tender returnable must include a declaration by the prospective bidder confirming that their item has not been modified since their last bid, where applicable. 3.1 Desktop Evaluation This evaluation exercise is performed by the Eskom evaluating representatives. This part of the evaluation starts when submissions are opened for the first time. It begins at evaluation of the mandatory criteria (Level 1), then proceeds to the scoring – Level 2, and refers to relevant Annex A Table for each item required. The relevant test certificates together with the complete test reports shall be in English and shall be supplied to the purchaser in hardcopy and electronic format. The relevant product specific technical schedules shall be completed in full for each item and no spaces shall be left blank. The Eskom assessment representatives will go through the details of the returnable submissions that are required and will ensure that all Level 1 qualification criteria are met. Submissions that obtain a “No” for any of the mandatory criteria (Level 1) will be disqualified. Scoring in Level 2 consists of discretionary criteria and will be assessed out of 100 points. A Level 2 score of ≥90% will qualify for the factory assessment phase. 3.2 Factory assessment This document details the procedure to be followed when conducting a factory assessment for insulators. Technical evaluation criteria shall not necessarily involve factory evaluation. This shall be undertaken, where necessary, upon placement of the first order or post contract award. Factory evaluation may be performed on the basis of assessing the supplier’s capability to enter into a contract with Eskom with respect to a specific product or service. The report produced and any actions that are listed or recommended as a result of this assessment, is by no means a confirmation or guarantee that any contract will be entered into by Eskom and the supplier or that post contract performance has been achieved. Any actions undertaken by the supplier as a consequence of this report is for the suppliers’ account. Any liability for the said actions undertaken by the supplier is not transferrable to Eskom in any way. The assessment team has no authority or responsibility in the decision taken by Eskom with respect to contracting for a product or service. Any statements, intentions and/or actions expressed by the assessment team during the assessment and post the assessment has no effect and does not constitute any liability to Eskom with regards to contract placement or post contract performance guarantees. For any outstanding technical information requested by Eskom but not provided by the factory evaluation stage, the onus is on the supplier to produce such information at an agreed date depending on the nature of the requested information. Failure to do so may disqualify the affected product from being supplied to Eskom. ESKOM COPYRIGHT PROTECTED When downloaded from the WEB, this document is uncontrolled and the responsibility rests with the user to ensure it is in line with the authorized version on the WEB. Document Classification: Controlled Disclosure TECHNICAL EVALUATION STANDARD FOR LINE Unique Identifier: 240-86601391 INSULATORS Revision: 5 Page: 3.2.1 Scope Eskom may do factory assessments to assess the ability and readiness of the supplier for supplying/manufacturing insulators for Eskom should the need arise. Additionally, if needed, items evaluated in the desktop evaluation may be assessed further at the factory together with any technical information that may have been omitted during the initial evaluation or requested on the part of the evaluating team. Eskom assessment representative(s) will arrange a physical and/or virtual factory inspection for a supplier that has qualified for factory evaluation. At the factory evaluation, the Eskom assessment representative(s) will conduct the assessment through the use of checklists as per Annex B. The checklists are used to verify capability of the factory to supply the required product and compliance to the equipment specification and tender submission documents. At the end of this exercise, the Eskom assessment representative(s) will list all the deviations on the evaluation document as applicable. The representative will conduct formal discussions of the deviations in line with Eskom’s requirements. Herein, the Tenderer and/or their OEM shall indicate whether they agree or disagree to meet Eskom requirements upon contract award. 3.2.2 Purpose Assessments are performed as part of the standard practice within Eskom to determine whether a supplier has the capability and capacity to manufacture the required product, from a business, technical and quality perspective. The assessment also confirms the supplier’s compliance to the equipment specification and tender submission requirements. This document is intended to formalise the factory assessment procedure followed for the different equipment types being sought. 3.2.3 Changing of manufacturing facility or process after evaluation If a supplier has passed the desktop criteria, and Eskom has evaluated and approved the manufacturing facility or process which the supplier has agreed to supply Eskom from, the supplier is not allowed to supply Eskom from any other facility/process without prior notification and approval. If, for whatever reason, the supplier wishes to supply Eskom with insulators from any facility other than the approved facility/process, additional design and type testing may be required and factory evaluation of the new facility may need to be conducted as and when required by Eskom. 3.2.4 Confidentiality All information reviewed, observed, recorded during and reported as a result of this assessment will be treated as, and remains highly confidential. The procurement team and the supplier team will be the only parties included in the distribution list. 3.2.5 Assessment Methodology The assessment will follow a documented supplier capability and capacity assessment criteria as shown in Annexure B. These criteria are intended to assess the technical capabilities of the supplier and the product offered for tender to ensure it meets the tender requirements. During the assessment the following areas are evaluated in detail: • Work Systems • Operation – Manufacturing methods • Technical Infrastructure • Design Practices and Application • Testing Facility and Practices • Research and Development capabilities The factory will be scored according to the criteria outlined in the Table 1 below. ESKOM COPYRIGHT PROTECTED When downloaded from the WEB, this document is uncontrolled and the responsibility rests with the user to ensure it is in line with the authorized version on the WEB. Document Classification: Controlled Disclosure TECHNICAL EVALUATION STANDARD FOR LINE Unique Identifier: 240-86601391 INSULATORS Revision: 5 Page: Table 1: Factory evaluation thresholds <80% Total non-compliance to the agreed requirements 80%≤Score<90% Major deviation to the agreed requirements 90%≤Score<100% Minor deviation to the agreed requirements 100% No deviation to the agreed requirements / fully compliant All deviations and non-compliance to agreed requirements will need to be rectified for the factory to be approved by ESKOM. 4. Authorization This document has been seen and accepted by: Name and surname Designation Gavin Strelec Chief Engineer – Research, Testing and Development Nishal Mahatho Senior Consultant – Research, Testing and Development Fernando Witbooi Chief Technologist – Transmission, HV Plant Engineering Kevin Kleinhans Chief Engineer – Transmission, HV Plant Engineering Jason Blaauw Senior Engineer – Distribution, Standards Implementation Sanjay Narain Chief Engineer – Transmission, Line Engineering Services Sifiso Zikhali Chief Engineer - Transmission, Line Engineering Services Raeesa Khan Senior Engineer - Transmission, Line Engineering Services 5. Revisions Date Rev Compiler Remarks Sep 2023 5 K Ramharak Alignment to Memo for “Simplified Technical Evaluation Process of Equipment Commodity Suppliers” issued 19/03/2023 by Tx Management concerning: • Previously accepted products • Factory evaluations not being mandatory Nov 2022 4 K Ramharak Normative reference 6 added for guy strain insulators for Overhead Distribution Systems Section 3.1 and 3.2 revised All tables in Annex A and B revised: • Table A.4 added to Annex A • Mandatory technical requirements compliance in Annex A changed from points allocation to a Yes/No option and weightings removed. • Transmission and Distribution insulator requirements and Tables updated. ESKOM COPYRIGHT PROTECTED When downloaded from the WEB, this document is uncontrolled and the responsibility rests with the user to ensure it is in line with the authorized version on the WEB. Document Classification: Controlled Disclosure TECHNICAL EVALUATION STANDARD FOR LINE Unique Identifier: 240-86601391 INSULATORS Revision: 5 Page: Date Rev Compiler Remarks Aug 2018 3 K Ramharak New standard for transmission line post insulators required Table A1 weights and score adjusted Evidence of corona gradient at both live & dead ends ≤ 0.42kV/mm moved from Level 1 to Level 2

Minor deviation = -2 Do they comply fully to the normative/governing1.2 Major deviation/non-compliance = -4 IEC/SANS/IEEE standards and any additional requirements as stipulated in the applicable Eskom Non-compliance to Eskom specs and governing Specification for each equipment being assessed. standards = -6 QCP’s and PQP’s in place and traceable = 0 Quality control plans and systems (PQPs) QCP’s and PQP’s in place = -2 1.3 (choose one of each) Some QCP’s and PQP’s in place = -4 None in place = -6 All inspections, audits and reviews in place, up to date and traceable = 0 Inspections, audits and reviews 1.4 All inspections, audits and reviews in place = -2 (choose one of each) Some inspections, audits and reviews in place = -4 None in place = -6 Staff training and accreditation systems and controls Staff trained and accredited, and traceable = 0 What training do they offer their staff? Staff trained and traceable = -2 1.5 Who are they accredited with? Staff trained = -4 (choose minimum 2 random staff members) Staff not trained = -6 ESKOM COPYRIGHT PROTECTED When downloaded from the WEB, this document is uncontrolled and the responsibility rests with the user to ensure it is in line with the authorized version on the WEB. Document Classification: Controlled Disclosure TECHNICAL EVALUATION STANDARD FOR LINE INSULATORS Unique Identifier: 240-86601391 Revision: 5 Page: 2 Operation – Manufacturing methods -66 All base material quality checked, handled, stored and catalogued correctly, and is traceable = 0 What base materials are used, and how is it All base material quality checked, stored and catalogued 2.1 checked? correctly = -2 Some of the above checks not done = -4 No tracing of base material, or stored incorrectly = -6 All manufactured materials- quality checked, handled, stored and catalogued correctly, and is traceable = 0 All manufactured materials, stored and catalogued For components/materials manufactured in-house-2.2 correctly = -2 How is quality controlled? Some of the above checks not done = -4 No tracing of manufactured materials, or stored incorrectly = -6 All corona rings quality checked, handled, stored and catalogued correctly and includes kA/s rating, and is If corona rings are applicable, how is it checked? traceable = 0 2.3 Are installation guides supplied for corona rings? If corona rings N/A = 0 Please include short circuit kA/s ratings. Some of the above checks not done = -4 No tracing of corona rings, or stored incorrectly = -6 All metallic parts quality checked, handled, stored and catalogued correctly, and is traceable = 0 Which metallic parts are used, and how is it All metallic parts quality checked, stored and catalogued 2.4 checked? correctly = -2 Some of the above checks not done = -4 No tracing of metallic parts, or stored incorrectly = -6 ESKOM COPYRIGHT PROTECTED When downloaded from the WEB, this document is uncontrolled and the responsibility rests with the user to ensure it is in line with the authorized version on the WEB. Document Classification: Controlled Disclosure TECHNICAL EVALUATION STANDARD FOR LINE INSULATORS Unique Identifier: 240-86601391 Revision: 5 Page: Test certificate has all relevant data, easy to read and understand, signed off by authorised personnel and is traceable = 0 Test certificate has all relevant data, easy to read and 2.5 What is the quality and availability of test reports? understand, signed off by authorised personnel = -2 Test certificate has relevant data, not signed off by authorised personnel = -4 Test certificates do not display all relevant criteria = -6 Can meet on time delivery for our unit = 0 What is the supplier’s estimate of current capacity 2.6 Some potential delays for the production of our unit = -3 limit of the insulator? Major delays anticipated = -6 Can meet on time delivery for our units = 0 Are there any bottlenecks in the manufacturing 2.7 Some potential delays for the production of our unit = -3 process? (e.g., test bay, moulding, baking, etc.) Major delays anticipated = -6 Does the supplier intend to make use of a substitute Yes, fully accredited = 0 2.8 factory if capacity increase is required? If so, has it Yes, not accredited yet = -6 been evaluated for this project? Adequate process to fast-track orders, and is traceable = 2.9 How has the supplier expedited orders if required? Adequate process to fast-track orders = -2 Process exists, but needs improvement = -4 No process = -6 Aligns completely to Eskom specifications = 0 Plant Capacity: can the factory provide the 2.10 Partially aligns to Eskom specifications = -3 commodity according to Eskom’s specification Doesn’t align to Eskom specifications = -6 Less than 1%, and traceable = 0 What are factory failure rates for the last 5 years and Less than 1% = -2 2.11 how is daily limit managed if exceeded? Between 1-2% = -4 Greater than 2% = -6 ESKOM COPYRIGHT PROTECTED When downloaded from the WEB, this document is uncontrolled and the responsibility rests with the user to ensure it is in line with the authorized version on the WEB. Document Classification: Controlled Disclosure TECHNICAL EVALUATION STANDARD FOR LINE INSULATORS Unique Identifier: 240-86601391 Revision: 5 Page: 3 Technical Infrastructure -18 Equipment/tools bought from accredited and known manufacturers, and traceable = 0 Equipment/tools bought from accredited and known What manufacturing equipment/tools does the manufacturers but not traceable = -2 3.1 supplier have, who manufactures this equipment, Some equipment/tools bought from accredited and what is the capacity of this equipment? known manufacturers = -4 Equipment/tools bought from unrecognised manufacturers = -6 Certificate or accreditation, and traceable = 0 How are supervisors and workers trained on Certificate or accreditation = -2 3.2 handling equipment? Some workers accredited, certified = -4 No certificate or accreditation = -6 Complete maintenance records, and traceable = 0 What is the maintenance operating model for the Complete maintenance records = -2 3.3 production line? Incomplete maintenance records, procedures = -4 Limited/no maintenance records = -6 4 Design Practices and Application -72 Clear tools and software for designs = 0 Have tools (software) available, however no clear Please describe your design criteria basis and4.1 philosophy on how tools are employed = -2 guidelines – Electrical, Mechanical Have tools only = -4 No philosophy = -6 ESKOM COPYRIGHT PROTECTED When downloaded from the WEB, this document is uncontrolled and the responsibility rests with the user to ensure it is in line with the authorized version on the WEB. Document Classification: Controlled Disclosure TECHNICAL EVALUATION STANDARD FOR LINE INSULATORS Unique Identifier: 240-86601391 Revision: 5 Page: Engineer has >10 years’ experience in design, CVs, certifications are current = 0 What is the design team’s composition/structure, 4.2 Engineer has 5-10 experience in design, CVs and/or numbers, experience levels? certifications are not current = -3 No CVs, certifications = -6 Up to date flowchart = 0 Please provide design process flowchart / systems 4.3 Flowchart not current = -3 for similar products No flowchart = -6 How do you ensure internal design verification/ Authorised person checks and signs off design = 0 4.4 validation as part of your design process? No checks, self-release = -6 Formalised design review process that includes What is the process to deal with design change customer, internal personnel and design expert, plan and 4.5 requests (concession), internal or external? schedule = 0 No formalised design review process = -6 Approved inspection and test plans include hold points to Following final design approval, how is the final4.6 verify execution of design = 0 design linked to the manufacturing process? No monitoring system = -6 Tools are certified and up to date, calibration, software updates – must be of the latest version, user Are the engineering tools used for the relevant accreditation must be current = 0 4.7 designs calibrated and/or up to date? Some certifications of tools, software, user has accreditation but not of latest value = -3 No certified tools = -6 Training programme for all involved staff, individual How do you ensure continuous development of staff development plans for staff, adequate and up to date 4.8 with respect to design systems and philosophy? (i.e., learning = 0 software and manually) Training programme exists process not adequate = -3 No continuous development = -6 ESKOM COPYRIGHT PROTECTED When downloaded from the WEB, this document is uncontrolled and the responsibility rests with the user to ensure it is in line with the authorized version on the WEB. Document Classification: Controlled Disclosure TECHNICAL EVALUATION STANDARD FOR LINE INSULATORS Unique Identifier: 240-86601391 Revision: 5 Page: How does the system flag excursions outside Flags excursions, calibration is current = 0 4.9 internal design rules? E.g. non-standard design Flags some but not all = -3 outside the internal design capability No excursions flagged, not calibrated properly = -6 Aligned with accredited institutions = 0 As design technology backup, who are your 4.10 Not aligned with accredited institutions = -3 technology partners? None = -6 How do you support/co-ordinate the use of Clear functional role and responsibilities, collaboration 4.11 academic/research institutions for technology with universities (i.e., sponsorship of students) = 0 support, if any? No = -6 Clear functional role and responsibilities, collaboration How do you support/co-ordinate external partners for4.12 with manufacturers = 0 component manufacturers, if any? No = -6 5 Testing Facility and Practices -60 Calibrated within date, done by accredited person, and Please provide proof of calibration of all test traceable = 0 5.1 equipment Calibrated within date, done by accredited person = -2 Not calibrated = -6 Fully capable of performing sample and routine tests, and is traceable = 0 Fully capable of performing sample and routine tests, and 5.2 Test capabilities is not traceable = -2 Capable of performing routine tests only = -4 Cannot perform any tests = -6 Within required standards, and traceable = 0 If N/A = 0 5.3 Electrical in-house testing (if applicable) Within required standards but not traceable = -2 Not within required standards = -6 ESKOM COPYRIGHT PROTECTED When downloaded from the WEB, this document is uncontrolled and the responsibility rests with the user to ensure it is in line with the authorized version on the WEB. Document Classification: Controlled Disclosure TECHNICAL EVALUATION STANDARD FOR LINE INSULATORS Unique Identifier: 240-86601391 Revision: 5 Page: Within required standards and traceable = 0 5.4 Mechanical in-house testing Within required standards but not traceable = -2 Not within required standards = -6 Within required standards, and traceable = 0 5.5 Dimensional verification checking Within required standards but not traceable = -2 Not within required standards = -6 Within required standards, and traceable (or N/A) = 0 5.6 Test object laboratory setup Not within required standards = -6 Within required standards, and traceable (or N/A) = 0 5.7 RIV tests (if applicable) If N/A = 0 Not within required standards = -6 All test reports produced immediately, checked by accredited person, and is traceable = 0 All test reports produced immediately, not checked by 5.8 Reports, timeousness, quality thereof accredited person and is traceable = -2 Test reports produced but not accredited nor traceable = 4 No test report available = -6 Yes = 0 5.9 Is the test bay area closed off? Partially closed off = -3 moved from section 2 Not closed off = -6 Clean-room environment (dust-free, static-free) = 0 Workshop is clean overall = -2 5.10 Clean conditions in workshop moved from section 2 Workshop is fairly clean = -4 Workshop not clean = -6 ESKOM COPYRIGHT PROTECTED When downloaded from the WEB, this document is uncontrolled and the responsibility rests with the user to ensure it is in line with the authorized version on the WEB. Document Classification: Controlled Disclosure TECHNICAL EVALUATION STANDARD FOR LINE INSULATORS Unique Identifier: 240-86601391 Revision: 5 Page: 6 Research and Development capabilities -24 Do you own your R&D? If not, who are R&D In-house R&D exists= 0 6.1 partners? No in-house R&D = -6 Clear triggers for R&D – optimising for performance or cost, continuous improvement (e.g. new materials, component designs), and traceable = 0 6.2 How is R&D triggered in your organisation? Clear triggers for R&D – optimising for performance or cost, continuous improvement but not traceable = -2 R&D supported, but no clear mandate = -4 No support or mandate for R&D = -6 What initiatives are you pursuing to introduce new Pursuing newest technology actively = 0 6.3 technology No research into the new technology = -6 Do not outsource = 0 Outsource, accredited and validation should be current, Do you outsource your designs? How much of your 6.4 controls should be in place = 0 designs are outsourced? What controls are in place Outsource but not accredited and validation, no clear controls = -6 ESKOM COPYRIGHT PROTECTED When downloaded from the WEB, this document is uncontrolled and the responsibility rests with the user to ensure it is in line with the authorized version on the WEB. B-BBEE Minimum Level: 1