Standard Technology

Title: SCORING CRITERIA FOR Unique Identifier: 240-81581172

TENDER TECHNICAL
EVALUATION OF
TRANSFORMERS AND Alternative Reference n/a
REACTORS Number:

Area of Applicability: Engineering

Documentation Type: Standard

Revision: 1

Total Pages: 12

Next Review Date: May 2019

Disclosure Controlled Disclosure

Classification:

Compiled by Approved by Authorized by

Sidwell Mtetwa Sidwell Mtetwa Roger Cormack

Transformer Corporate Transformer Corporate Senior Manager HV Plant
Specialist Specialist Engineering
Date: Date: Date:

Supported by SCOT/SC

Bheki Ntshangase
SCOT PE Chairperson

Date:

PCM Reference: Perform High Voltage Plant Engineering

SCOT Study Committee Number/Name: SCOT PE SC
Document Classification: Controlled Disclosure
SCORING CRITERIA FOR TENDER TECHNICAL Unique Identifier: 240-81581172
EVALUATION OF TRANSFORMERS AND REACTORS
Revision: 1
Page: 2 of 12

Content
Page
Executive Summary ............................................................................................................................................ 3
1. Introduction .................................................................................................................................................. 4
2. Supporting clauses ...................................................................................................................................... 4
2.1 Scope ................................................................................................................................................. 4
2.1.1 Purpose .................................................................................................................................. 4
2.1.2 Applicability ............................................................................................................................ 4
2.2 Normative/informative references ...................................................................................................... 5
2.2.1 Normative ............................................................................................................................... 5
2.2.2 Informative ............................................................................................................................. 5
2.3 Definitions ........................................................................................................................................... 5
2.3.1 General .................................................................................................................................. 5
2.3.2 Disclosure classification ......................................................................................................... 5
2.4 Abbreviations ...................................................................................................................................... 5
2.5 Roles and responsibilities .................................................................................................................. 6
2.6 Process for monitoring ....................................................................................................................... 6
2.7 Related/supporting documents .......................................................................................................... 6
3. Specification Minimum Requirements ......................................................................................................... 6
3.1 Methodology ....................................................................................................................................... 6
3.2 Mandatory Requirements ................................................................................................................... 6
3.2.1 Completeness of documents ................................................................................................. 6
3.2.2 Technical Requirements ........................................................................................................ 7
3.3 Discretionary Requirements ............................................................................................................... 7
3.4 Factory Assessment ........................................................................................................................... 7
4. Filling of Annexures ..................................................................................................................................... 7
5. Authorisation ................................................................................................................................................ 7
6. Development team ...................................................................................................................................... 8

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Document Classification: Controlled Disclosure
SCORING CRITERIA FOR TENDER TECHNICAL Unique Identifier: 240-81581172
EVALUATION OF TRANSFORMERS AND REACTORS
Revision: 1
Page: 3 of 12

Executive Summary
The technical tender evaluation is one of the critical gates in the enquiry chain to ensure that the bidders
understand the customers requirements and they are capable of designing, manufacturing, testing at works,
prepare for shipment, transport, erect on site, commission the equipment, and can offer the required after
sales technical support services. This tender technical evaluation criterion was created to evaluate all
tenders for transformers and reactors, excluding those of class 0, which are already covered by document
240-77155912. Compliance with this document will ensure that all suppliers bidding to supply transformers
and reactors to Eskom are evaluated fairly and transparently. It minimises the influence of an individual
discretion of a person doing the evaluation. The assessment of each supplier will be based on the
information the supplier provided during the tender stage and on the factory assessment.

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Document Classification: Controlled Disclosure
SCORING CRITERIA FOR TENDER TECHNICAL Unique Identifier: 240-81581172
EVALUATION OF TRANSFORMERS AND REACTORS
Revision: 1
Page: 4 of 12
1. Introduction
This scoring criterion shall be used in conjunction with the power transformer and reactor specification
documents referenced in 2.2.1 below, to ensure that all the suppliers are scored on the same basis and in a
transparent manner. This document details the method of evaluating based on
The tender returns as detailed in Annexure A - G
The factory assessment
The document shall be used for all transformers of class 1 and above as indicated in figure 1 below, and on
all the oil immersed shunt reactors.

Figure 1: Classes of transformers in Eskom

2. Supporting clauses
2.1 Scope
This document covers only the evaluation criteria of the transformer and reactors tender returns. It does not
specify the requirements of this equipment.

2.1.1 Purpose
This document was produced in order to record the standardized scoring method.

2.1.2 Applicability
This document shall apply throughout Eskom Holdings Limited Divisions. It is applicable to all the
Contractors that shall be tendering to supply transformers and reactors to Eskom.

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Document Classification: Controlled Disclosure
SCORING CRITERIA FOR TENDER TECHNICAL Unique Identifier: 240-81581172
EVALUATION OF TRANSFORMERS AND REACTORS
Revision: 1
Page: 5 of 12
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] 240-60725684 Specification for oil immersed HV and EHV Power Reactors
[2] 240-68973110 Specification for power transformers rated above 1.25MVA and with highest voltage
of 2.2kV or above

2.2.2 Informative
[3] ISO 9001 Quality management systems
[4] 32-1034 Eskom procurement and supply management procedure
[5] 240-53207174 Practice note and guide on the implementation of the Preferential Procurement
Policy Framework Act (PPPFA)

2.3 Definitions

Definition Description

Contractor Refers to the supplier or bidder

Equipment Refers to a transformer or a reactor

EHV Extra High Voltage

HV High Voltage

MVA (r) Mega Volt-Amperes (reactive)

Tender returns A document(s), filled or compiled by the bidder, returned as a response to a

tender and were part of the requirements at the time of issuing the enquiry.

2.3.1 General

2.3.2 Disclosure classification

Controlled disclosure: controlled disclosure to external parties (either enforced by law, or discretionary).

2.4 Abbreviations

Abbreviation Description

SCOT Steering Committee of Technology

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Document Classification: Controlled Disclosure
SCORING CRITERIA FOR TENDER TECHNICAL Unique Identifier: 240-81581172
EVALUATION OF TRANSFORMERS AND REACTORS
Revision: 1
Page: 6 of 12
2.5 Roles and responsibilities
All the Eskom employees and/or appointed bodies involved in the tender technical evaluation shall use this
criterion.

2.6 Process for monitoring

This document and its relevance will be periodically evaluated by the relevant SCOT Care Group.

2.7 Related/supporting documents

The schedule A of the relevant AB schedules shall form part of the evaluation.

3. Specification Minimum Requirements

3.1 Methodology
The technical tender evaluation is one of the critical gates in the enquiry chain to ensure that the bidders
understand the customers requirements and they are capable of designing, manufacturing, testing at works,
prepare for shipment, transport, erect on site, commission the equipment, and can offer the required after
sales technical support services. This evaluation criterion will be used to measure the suppliers or bidders in
these parameters. This will be achieved by doing both the desktop exercise using tender returns and by
evaluating each factory that is intended for supply of the equipment to Eskom.
The scoring details can be summarized as follows

Item Marks Remarks

Tender returns: mandatory 80 If any one of the mandatory requirement is not met, the score
becomes zero.

Tender returns: Discretionary 20 The only tender returns that will progress to this gate are those
who scored 80 marks on the mandatory.

Factory evaluation The only tender returns that will advance to this stage are those
that score at least 90 marks on the above 2 items.
Only the factories that have been declared accredited after the
factory assessment, i.e. no risks outstanding, can proceed to
the next stage of evaluation. Any risk identified during the
assessment must be addressed within 30 calendar days, from
the date of written notification.

3.2 Mandatory Requirements

3.2.1 Completeness of documents
The bidder is required to submit all the information required and the document must be correctly completed.
The gaps (blanks), TBA, and similar remarks will render the document incomplete. In the cases where the
required information is provided as an attachment or accompanying page, it must be so indicated and made
easy to reference. If any of the required information is not available, this will force the entire score of the
Mandatory requirements to zero (0).

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Document Classification: Controlled Disclosure
SCORING CRITERIA FOR TENDER TECHNICAL Unique Identifier: 240-81581172
EVALUATION OF TRANSFORMERS AND REACTORS
Revision: 1
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3.2.2 Technical Requirements
These are the important parameters that the tenderers must comply with and are not negotiable at all. If the
proposal by the bidder does not meet these requirements, it will force the total score to a zero (0).
Parameters that are guaranteed to a value positively tighter than Eskoms requirements will not be
penalized.
The list of all mandatory items is provided in Appendix A and B of this document

3.3 Discretionary Requirements

Each of the other items will be score as indicated in the score list of Appendix C G.

3.4 Factory Assessment

The factory assessment will be done for each factory that is intended to supply Eskom with the transformers
and the reactors to Eskom. Companies that have more than one factory will not be getting a blanket
assessment and/or approval, each factory will be evaluated on its own merit. The checks shall be done as
per the spreadsheet Eskom developed in collaboration with the international consultants.

4. Filling of Annexures
The annexures shall be applicable to the classes of transformers as follows

Class 1 Class 2 and above Reactors

A, B, D, and G A, B, C, and G A,B,E, and G

Each factory will have to score 10 points from annexures C,D, or E to technically qualify. This is addition to
meeting the mandatory requirements

5. Authorisation
This document has been seen and accepted by

Name &Surname Designation

Roger Cormack Senior Manager HV Plant Engineering

Nkosinathi Buthelezi Senior Consultant Transformers and reactors PDE HV Plant

Khayakazi Dioka Chief Engineer Transformers and reactors - PDE HV Plant

Adesh Singh Chief Engineer Transformers and reactors - PDE HV Plant

Lionel Jordaan Senior Consultant Power Transformers Generation Transformer

Care Group Chairman

Peter Busch Senior Consultant Power Transformers Distribution Transformer

Care Group

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Document Classification: Controlled Disclosure
SCORING CRITERIA FOR TENDER TECHNICAL Unique Identifier: 240-81581172
EVALUATION OF TRANSFORMERS AND REACTORS
Revision: 1
Page: 8 of 12

Lynn Appollis-Laurent Transmission Transformer Task Team Chairman

6. Development team
This document was developed by Sidwell Mtetwa and Carl Wolmarans. The spreadsheet developed by
Felber Engineering GmbH was adopted and modified for Annexures C and E

Annexure A: Mandatory Requirements Completeness of documents

No Item details Score Remarks

1 Are the technical schedules completely filled Y N

and all the information provided?

2 Are Factory Failure Rate and On-Time Y N

Delivery figures given for the past 5 years,
and the proof that the figures have been
independently audited available?

3 Is Annexure G provided and correctly filled? Y N

Note: A No in any of these items will force the score to zero.

Annexure B: Mandatory Requirements Technical Requirements

No Item details Status Remarks

1 Are the ratings (MVA and all voltages) Y N

offered correct as per schedule A?

2 Are the flux densities within the specification Y N

requirements?

2 Is the vector group correct? Y N

3 Is the winding arrangement confirmed and Y N

correct

4 Are the terminal arrangements supplied as Y N

required in paragraph in the specification
document?

5 Is the tap changer positioning complying with Y N

schedules A?

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SCORING CRITERIA FOR TENDER TECHNICAL Unique Identifier: 240-81581172
EVALUATION OF TRANSFORMERS AND REACTORS
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4 Are all the temperature rise figures complying Y N

with the requirements as indicated in
schedules A?

5 Are the transport dimensions within the Y N

requirements indicated in schedule A

6 Are the impedances indicated as required in Y N

schedule A?

7 Is the overall magnetic circuit design Y N

accepted

8 Is the overall dielectric design accepted Y N

9 Is the overall thermal design accepted Y N

10 Is the overall design for short circuit forces Y N

accepted? For reactors, this will include
vibrations

Note: 1. A No in any of these items will force the score to zero.

2. Questions 7 to 10 will be evaluated by an independent international consultant, based on the information provided, and his/her
judgement is final.

Annexure C: Discretionary Requirements Class 2 and above Transformers Non Active Part
Total Points: 20 Pass Mark: 15 points

No Item details Score Remarks

1 Is the proposal for GIC withstand capability testing provided as Y N

per the requirements on paragraph 3.3.4 of the transformer
specification

2 Is the under-base of the transformer of correct type and Y N

thickness as per the specification?

3 Are the external clearances clearly indicated in the prelim Y N

drawings and complying with Eskoms requirements

4 Are the buchholz relay requirements complying with the Y N

transformer specification, the catalogue of the offered relay
available, and complying with the buchholz specification 240-
56063908?

5 Is the conservator a sealed system and is the bag information Y N

provided (catalogue)

6 Is the airbag leak detector offered, technical details available Y N

and complying with the bag leak detector specification 240-
56356202?

7 Are the temperature indicators information available and Y N

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Document Classification: Controlled Disclosure
SCORING CRITERIA FOR TENDER TECHNICAL Unique Identifier: 240-81581172
EVALUATION OF TRANSFORMERS AND REACTORS
Revision: 1
Page: 10 of 12
complying with the specification 240-5606343

8 Are the pressure relief device offered as per transformer Y N

specification and are complying with the pressure relief devices
specification 240-56063871

9 Is a pressure relief relay offered complying with specification Y N

240-56063867

10 Is the information for oil level indicators available and complying Y N

with the specification 240-56356191

11 Are the dehydrating breathers offered and complying with the Y N

requirements of 240-56063886

12 Are the details of the tap changer protective devices supplied Y N

and meet the requirements of the specification.

13 Are the bushings offered of correct technology (dry or paperless) Y N

and in line with the bushings specification 240-56062799

14 Are the lists of tests listed by the bidder complying with IEC as in Y N
part 34 of the schedules

15 Is an outline drawing showing the provision of the gas Y N

analysers?

16 Is an outline drawing showing the provision of the gas online Y N

dryers, and is the gas analyser offered in the schedules?

17 Is the magnetisation curve of the transformer provided? Y N

18 Is a correct type of tap changer offered? (On-Load Tap Y N

Changers of De-energized Tap Switches)

19 Is a valve plate provided and complying with the requirements? Y N

20 Are the painting requirements of 240-56030674 met? Y N

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EVALUATION OF TRANSFORMERS AND REACTORS
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Annexure D: Discretionary Requirements Class 1 only Transformers Active Part Design

Total Points: 20, and 1.3 per item (at least 12 yes are required)

No Item details Score Remarks

1 Is the under-base of the transformer of correct type and Y N

thickness as per the specification?

2 Are the external clearances clearly indicated in the prelim Y N

drawings and complying with Eskoms requirements

3 Are the buchholz relay requirements complying with the Y N

transformer specification, the catalogue of the offered relay
available, and complying with the buchholz specification 240-
56063908?

4 Is the conservator a sealed system and is the bag information Y N

provided (catalogue). This will count only for 40MVA and above

5 Is the airbag leak detector offered, technical details available Y N

and complying with the bag leak detector specification 240-
56356202? This will count only for 40MVA and above.

6 Are the pressure relief device offered as per transformer Y N

specification and are complying with the pressure relief devices
specification 240-56063871

7 Is a pressure relief relay offered complying with specification Y N

240-56063867

8 Is the information for oil level indicators available and complying Y N

with the specification 240-56356191

9 Are the dehydrating breathers offered and complying with the Y N

requirements of 240-56063886

10 Are the details of the tap changer protective devices supplied Y N

and meet the requirements of the specification.

11 Are the bushings offered of correct technology (dry or paperless) Y N

and in line with the bushings specification 240-56062799

12 Are the lists of tests listed by the bidder complying with IEC as in Y N
part 34 of the schedules

13 Is a correct type of tap changer offered? (On-Load Tap Y N

Changers of De-energized Tap Switches)

14 Is a valve plate provided and complying with the requirements? Y N

15 Are the painting requirements of 240-56030674 met? Y N

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Document Classification: Controlled Disclosure
SCORING CRITERIA FOR TENDER TECHNICAL Unique Identifier: 240-81581172
EVALUATION OF TRANSFORMERS AND REACTORS
Revision: 1
Page: 12 of 12
Annexure E: Discretionary Requirements Reactors Non Active Part

Total Points: 20, and 1.3 per item (at least 12 yes are required)

No Item details Score Remarks

1 Is the under-base of the reactor of correct type and thickness Y N

2 Are the external clearances clearly indicated in the prelim Y N

drawings and complying with Eskoms requirements

3 Are the buchholz relay requirements complying with the reactor Y N

specification and the catalogue of the details of the offered relay
available, and complying with the buchholz specification 240-
56063908?

4 Is the conservator a sealed system and is the bag information Y N

provided

5 Is the airbag leak detector offered, technical details available Y N

and complying with the bag leak detector specification 240-
56356202?

6 Are the temperature indicators information available and are Y N

they complying with the specification 240-5606343

7 Are the pressure relief device offered as per reactor specification Y N

and are complying with the pressure relief devices specification
240-56063871

8 Is the sudden pressure relief relay offered complying with Y N

specification 240-56063867

9 Is the information for oil level indicators available and complying Y N

with the specification 240-56356191

10 Are the dehydrating breathers offered complying with the Y N

requirements of 240-56063886

11 Are the bushings offered of correct technology (dry or paperless) Y N

and in line with the bushings specification 240-56062799

12 Are the lists of tests listed by the bidder complying with IEC as in Y N
the schedules

13 Is an outline drawing showing the provision of the gas analysers Y N

and online dryers?

14 Is a valve plate provided and complying with the requirements? Y N

15 Are the painting requirements of 240-56030674 met? Y N

NOTE: Annexure G, is an accompanying questionnaire.

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