CORP 3239 Enterprise Historian Supplier Clarification Meeting Date: 17 June 2015 Time: 09h00 to 11h00 Venue: Eskom Conference Centre, MWP

Agenda of the Clarification meeting 1.Welcome and Introduction 2.Safety Procedure 3.Attendance Register 4.Commercial 5.Technical 6.Quality 7.SHE 8.SD&L 9.Tender Clarification Process 10.Closing 11.Questions and Answers 2016/06/112

Commercial Commercial Agenda a)Contents of the RFP / Supporting Documents b)Submission Format c)Evaluation Process and Methodology d)Price Workbook e)PPPFA Returnable Form f)SD&L g)Approach to this Tender h)Closing date for Clarification queries 2016/06/113

4 Commercial - Document Structure / Supporting Documents Contents of the RFP Letter of Invitation Tender Data Evaluation method and criteria Tender Returnables – Checklist Scope of Work Supporting Documents attached Authority to submit tender documents Eskom’s Standard Conditions of Tender QM-58 - Quality Annexure B - Safety

2016/06/115 Commercial – Submission Format *Electronic documents should be in a read only format in MS Word and MS Excel to enable cut and paste of content. Signed docs should be provided in scanned.pdf format as well as in unsigned Microsoft Word format. Tenderers shall number every part of the response and copy the question being answered as per RFP to ease the evaluation process in the same sequence. Tenderers must provide a response to every question, where no response can be supplied enter “No Response”, with a brief reason under the question. Original documentCopyCD* (electronic copy) File A: Commercial response112 File B: Technical response112

Commercial – Evaluation Process and Methodology a)The evaluation process will be in line with the PPPFA, as follows : I.Step 1 – Basic Compliance II.Step 2 – Special Conditions of Tender III.Step 3 – Functionality IV.Step 4 – Preference Points System V.Step 5 – Scoring and Ranking VI.Step 6 – Application of Objective Criteria to shortlisted suppliers, i.e. Safety requirements, Quality requirements and SD&L VII.Step 7- Negotiations VIII.Step 8 – Determine Successful Supplier/s 2016/06/116

Basic Compliance NoReturnable Document/ Schedule Returnable Template in the RFP Mandatory for points Mandatory for Contract Award Tenderer’s tick box √ 1Pricing WorkbookAppendix 3√√ 2The solution must be recognised by Gartner Supplier to provide √√ 2016/06/117 Mandatory requirements Tenderers must submit the following documents in order to be eligible for evaluation: All Commercial Returnables, NEC Term Services Contract Clauses and SD&L Requirements to be stored in – File A All Technical requirements, Safety Requirements and Quality Requirements to be stored in - File B The Returnable Template in the RFP will either be a template or it will be provided by the supplier. Below is an Example:

Commercial – Price Workbook Appendix A : Price Workbook – Enterprise Historian A demonstration will be done by a Finance Representative (Rendani Nevondo) on how the Pricing Workbook must be completed by the Tenderers, to facilitate evaluation on a common base. Failure to submit the Pricing Workbook will render the tender non-responsive. 2016/06/118

Commercial - PPPFA I.Price Evaluation II.BBBEE Evaluation  Tenderers are required to submit original and valid B-BBEE Status Level Verification Certificates or certified copies thereof together with their tenders to substantiate the B-BBEE claims.  Tenderers who do not submit B-BBEE Status Level Verification Certificates or non-compliant contributors to B-BBEE will not qualify for preference points for B-BBEE however will not be disqualified from the tender process. Such a tenderer will score points out of 90 for price and 0 points out of 10 for B-BBEE.  The points scored for price will be added to the points scored for B-BBEE status level of contribution to obtain the tenderers total points scored out of a 100. Please complete the Preference Point Claim form (Refer to Attachment A) 2016/06/119 Adjudication CriteriaPoints Price Evaluation90

Commercial – SD&L Targets Eskom Skills Development Targets Eskom’s aspiration is for the supplier to develop seven (7) or more Enterprise Historian skills of unemployed graduates, Local to South Africa.  Suppliers are encouraged to propose the number of skills they will develop at their own cost if the supplier is successful in being awarded a contract.  The attached SD&L Compliance Matrix for Enterprise Historian must be completed and submitted as part of the tender returnables. This will form part of the objective criteria, mandatory for points and contract award. 2016/06/1110

Commercial – SD&L continued Skills Development Compliance Matrix 2016/06/1111 Integration Skills types (Occupation) Eskom’s target (aspiration)Tenderers proposal Field Service Engineer2 Systems Trainer2 Client Tools Trainer2 Customer Support Engineer 1 Total7

2016/06/1112 Commercial – Approach to this tender 15 June 2015-Acknowledgement - Invitation to tender 22 June 2015-Clarification queries closing time Tender Closing Date, strictly 10h00 (SA Telkom Time), No Late submissions will be accepted No:PROCESS DATES 1.Issue Tender documents08 June Clarification meeting17 June Submission of Tender/Tender Closing29 June Evaluation and Adjudication July NegotiationTo be Advised 6.Establishment of contractTo be Advised

Technical Technical Agenda a)Enterprise Historian Vision The scope provided requires the establishment of a five year Enabling software Agreement with an enterprise real-time historian vendor, covering the following: Purchase of licences/software Application software maintenance and support Provision of specialised design and consultative services for the products selected. b)Special Conditions The solution must be recognised by Gartner as an Enterprise Historian. The supplier to provide a relevant Gartner report. The supplier must provide solutions that are certified by Microsoft and SAP, by providing documentary proof to this effect, on the specific OEMs (Microsoft and SAP) letterhead. 2016/06/1113

2016/06/1114 c) Primary Functionality (60%) The solution must be able to handle more than 10 million tags in a single real-time historian server/cluster installation. (15%) The product should have been previously installed with more than 500 thousand tags.(15%) The product must be a single, homogeneous real-time data historian (not a composite of different products). (15%) The historian must support the object orientated approach (15%) d) Secondary Functionality and Demonstrations (40%) The suppliers are required to answer secondary functionality questions (20%). The supplier must also provide a demonstration at Eskom offices, using their own equipment (20%). There will be an initial demo and a secondary demo, if there are unanswered questions. NB: The supplier must attain a minimum of 85% or more to proceed to the next stage of evaluation

Quality The supplier will be required to conform to the following Quality requirements : a)Form A and B, which must be signed and returned with the RFP response. b)All Other requirements as selected on the Quality Assessment Criteria and QM-58 specification 2016/06/1115

Safety Health and Environment (SHE) The supplier shall comply to all Safety, Health and Environmental legal requirements as per procedure The supplier will also be expected to comply with the attached procedures for the period that they will be conducting business for Eskom and working within Eskom premises : a)Acknowledgement form for Eskom’s rules and requirements (in Annexure B) signed and submitted by the tenderer. b)Medical Fitness Certificate – must be conducted by a registered Occupational Health/Medicine Practitioner. c)Vehicle Management – Copies of a valid driver’s licence. d)Valid Letter of Good Standing (COIDA or equivalent) e)SHE Induction. 2016/06/1116

Tender Returnable - Checklist Tender Returnable Checklist a)Commercial Returnables - (File A) b)NEC Term Services Contract Clauses - (File A) c)SD&L Requirements – (File A) d)Technical Returnables - (File B) e)Safety, Health and Environment (SHE) – (File B) f)Quality Requirements – (File B) 2016/06/1117

Questions and Answers All questions relating to the RFP to be forwarded in writing to: The answers to the questions will be posted on the Eskom Tender Bulletin, within 3 working days. 2016/06/1118

Thank you