Back ground and Motivation:Improving Energy Efficiency of Lighting and other building appliances (IEELA) project is a nationally project executed by the Ministry of Electricity and Energy, its objective is to facilitate a comprehensive market transformation of the Egyptian market towards the use of more energy efficient electrical appliances at a level where cost efficiency is proven.The project is the second phase of the GEF/UNDP Energy Efficiency Improvement and Greenhouse Gas Reduction (EEIGGR) project previously implemented by the Ministry of Electricity and Energy through the Egyptian Electricity Holding Company, and which has already demonstrated the technical and financial feasibility of using both CFLs and electronic ballasts and developed minimum energy performance standards and energy efficiency labels for 5 electrical appliances namely: refrigerators, washing machines, air conditioners, electric water heaters and CFLs The new project will build on the results of this previous project by addressing the remaining barriers to complete the required market transformation.Minimum energy performance standards and labeling programs offer a large energy-saving potential that can improve end-use efficiency and significantly contribute to sustainable development. The target for this project component is to strengthen the implementation, regular updating and enforcement of the standards and labels developed under the earlier UNDP/GEF EEIGGR project and to expand the energy efficiency standards and labeling schemes to other electrical appliances by building on the most recent international developments in this field.Technical Specification of the Electric motor’s Testing FacilityThe targeted Electric Motor laboratory should be capable of measuring efficiency of residential and industrial motors (AC/DC/ Variable speed motor, single phase / three phase) from 30 W up to 15 KW at 50/60 Hz and 35,000 rpm should be conducting the energy consumption test, that complies with the Egyptian standard, as well as the international standards IEC 60034-1 , IEC 60034-2-1, IEC 60034-2-3, IEC 60034-30-1 and IEC 60034-31 for energy efficiency.The testing facility normally contains establishing test room, control panel, instrumentation and any additional required equipment as per ISO.The measurements phases through an integrated Data Acquisition System (DAS) by the use ofComputing workstation with printing capabilities.The following are key components of the targeted testing laboratory of measuring energyConsumption of motor until 15KW.Testing Room SpecificationsThe testing room will be available at (G.O.E.I.C), the site visit will be available to the contractors according to their requirement, size should be capable of testing 3 Electric Motor at the same time and the distance between any two adjacent Units under Test (UUT) stands should be separated enough to comply with safety requirements.Power Supply UnitsA voltage stabilizer and power conditioning apparatus (Variac) for unit under the test with the ability to provide single phase source or three phase source and the possibility of setting the voltage at different values and the voltage variation should be not more than ±1%. The power conditioning apparatus should have the ability to measure instantaneously different electric parameters like voltage, current, active power, reactive power, total power, Power factor and energy consumption. The electric capacity for the power supply units should meet the requirements of Standards IEC 60034-1, IEC 60034-2-1, IEC 60034-2-3, IEC 60034-30-1 and IEC 60034-31 for energy efficiency.Frequency shall be 50/60Hz with a range of ±1%. A UPS should be specified for the data acquisition system.Measuring Requirements - Power analyzer. - Taco meter. - Torque meter. - 3 Regenerative Dynamometers support all types of testing motors. - Suitable lifting equipment for motors. - All measuring devices according to IEC (Temperature, Torque …). - Measuring device for electrical insulation according to IEC. Data Acquisition System and control SoftwareThe data acquisition system is a solution for operating a test laboratory to measure the Energy efficiency. The modular system could upgrade the system easily with more input and output channels when needed.The control software should have the possibility to test motor unit.The system should contain a dual system automatic and manual with the following minimum features.The system should be supplied with completely automated data acquisition software systems.All connected transducer should be matched with the data acquisition inputs.The software should be monitor action and events of all control processing.The software should be able to sense the abnormal conditions, discriminate the problem type and send an alarm. The application software will be capable of data entry and storing of the test results regarding to ISO.The software will be detect and monitor steady state conditions.The software should utilize portions of Microsoft Office for data analysis reporting and storage.The software should be able to calculate, analyze and store the measured data for each test station in the same time. Also it should chart graph of the following data and measurement :· Model Name· Model Capacity· Date of the run (dd.mm.yyyy)· Power consumption used for each operation· Power, Current, voltage, and power factor profiles· Ambient temperature (°C)· Relative humidity· Total energy consumption(KWH)· Energy Efficiency Ratio (EER)· Electric Insulation CONTENTS OF PROPOSAL 1. Sections of Proposal Proposers are required to complete, sign and submit the following documents: Proposal Submission Cover Letter Form (see RFP Section 4);1.2Documents Establishing the Eligibility and Qualifications of the Proposer (see RFP Section 2);Technical Proposal (see prescribed form in RFP (Section 4);Financial Proposal (see prescribed form in RFP Section 5); Any attachments and/or appendices to the Proposal. Clarification of Proposal 2.1 Proposers may request clarifications of any of the RFP documents no later than the date indicated in the Letter of Invitation prior to the proposal submission date. Any request for clarification must be sent in writing via courier or through electronic means to the IEEL&A PROJECT address indicated in the Letter of Invitation. will respond in writing, Transmitted by electronic means and will transmit copies of the response (including an explanation of the query but without identifying the source of inquiry) to all Proposers who have provided confirmation of their intention to submit a Proposal. 2.2 shall endeavor to provide such responses to clarifications in an expeditious manner, but any delay in such response shall not cause an obligation on the part of IEEL&A Project to extend the submission date of the Proposals, unless IEEL&A Project deems that such an extension is justified and necessary. 3. Amendment of Proposals 3.1 At any time prior to the deadline of Proposal submission, IEEL&A may for any reason, such as in response to a clarification requested by a Proposer, modify the RFP in the form of a Supplemental Information to the RFP. All prospective Proposers will be notified in writing of all changes/amendments and additional instructions through Supplemental Information to the RFP and through the method specified in the Data Sheet 3.2 In order to afford prospective Proposers reasonable time to consider the amendments in preparing their Proposals, IEEL&A Project may, at its discretion, extend the deadline for submission of Proposals, if the nature of the amendment to the RFP justifies such an extension. C. PREPARATION OF PROPOSALS Cost The Proposer shall bear any and all costs related to the preparation and/or submission of the Proposal, regardless of whether its Proposal was selected or not. IEEL&A shall in no case be responsible or liable for those costs, regardless of the conduct or outcome of the procurement process. Language The Proposal, as well as any and all related correspondence exchanged by the Proposer and IEEL&A, shall be written in the language (s) specified in the Data Sheet. Any printed literature furnished by the Proposer written in a language other than the language indicated in the Data Sheet, must be accompanied by a translation in the preferred language indicated in the Data Sheet. For purposes of interpretation of the Proposal, and in the event of discrepancy or inconsistency in meaning, the version translated into the preferred language shall govern. Upon conclusion of a contract, the language of the contract shall govern the relationship between the contractor and IEEL&A. Proposal Submission Form The Proposer shall submit the Proposal Submission Form using the form provided in Of this RFP. Technical Proposal Format and Content Unless otherwise stated in the Data Sheet, the Proposer shall structure the Technical Proposal as follows: 4.1 Expertise of Firm/Organization – this section should provide details regarding management structure of the organization, organizational capability/resources, and experience of organization/firm, the list of projects/contracts (both completed and on-going, both domestic and international) which are related or similar in nature to the requirements of the RFP, and proof of financial stability and adequacy of resources to complete the services required by the RFP (see Section 4 for further details). The same shall apply to any other entity participating in the RFP as a Joint Venture or Consortium. 4.2 Proposed Methodology, Approach and Implementation Plan – this section should demonstrate the Proposer’s response to the Terms of Reference by identifying the specific components proposed, how the requirements shall be addressed, as specified, point by point; providing a detailed description of the essential performance characteristics proposed; identifying the works/portions of the work that will be subcontracted; and demonstrating how the proposed methodology meets or exceeds the specifications, while ensuring appropriateness of the approach to the local conditions and the rest of the project operating environment. This methodology must be laid out in an implementation timetable that is within the duration of the contract as specified in the Data Sheet. Proposers must be fully aware that the products or services that IEEL&A requires may be transferred, immediately or eventually, by IEEL&A to the Government partners, or to an entity nominated by the latter, in accordance with IEEL&A Project’s policies and procedures. All proposers are therefore required to submit the following in their proposals: A statement of whether any import or export licences are required in respect of the goods to be purchased or services to be rendered, including any restrictions in the country of origin, use or dual use nature of the goods or services, including any disposition to end users; andConfirmation that the Proposer has obtained license of this nature in the past, and have an expectation of obtaining all the necessary licenses, should their Proposal be rendered the most responsive. Management Structure and Key Personnel – This section should include the comprehensive curriculum vitae (CVs) of key personnel that will be assigned to support the implementation of the proposed methodology, clearly defining the roles and responsibilities vis-à-vis the proposed methodology. CVs should establish competence and demonstrate qualifications in areas relevant to the TOR. In complying with this section, the Proposer assures and confirms to IEEL&A that the personnel being nominated are available for the Contract on the dates proposed. If any of the key personnel later becomes unavailable, except for unavoidable reasons such as death or medical incapacity, among other possibilities, IEEL&A reserves the right to consider the proposal non-responsive. Any deliberate substitution arising from unavoidable reasons, including delay in the implementation of the project of programme through no fault of the Proposer shall be made only with IEEL&A acceptance of the justification for substitution, and IEEL&A approval of the qualification of the replacement who shall be either of equal or superior credentials as the one being replaced. 4.4 Where the Data Sheet requires the submission of the Proposal Security, the Proposal Security shall be included along with the Technical Proposal. The Proposal Security may be forfeited by IEEL&A Project, and reject the Proposal, in the event of any or any combination of the following conditions: If the Proposer withdraws its offer during the period of the Proposal Validity specified in the Data Sheet, or;If the Proposal Security amount is found to be less than what is required by IEEL&A Project as indicated in the Data Sheet , or;In the case the successful Proposer fails: i.to sign the Contract after has awarded it;ii.to comply with variation of requirement, as per RFP clause 35; oriii.To furnish Performance Security, insurances, or other documents that IEEL&A Project may require as a condition to rendering the affectivity of the contract that may be awarded to the Proposer. Financial Proposals The Financial Proposal shall be prepared using the attached standard form (Section 5). It shall list all major cost components associated with the services, and the detailed breakdown of such costs. All outputs and activities described in the Technical Proposal must be priced separately on a one-to-one correspondence. Any output and activities described in the Technical Proposal but not priced in the Financial Proposal, shall be assumed to be included in the prices of other activities or items, as well as in the final total price.
INVITATION FOR TENDERS
Design, Supply, Installation, Commissioning and Maintenance of Train Sets
This Invitation for Tenders follows the General Procurement Notice for this project which was published on the EBRD website, Procurement Opportunities (www.ebrd.com) on October 25, 2015 the reference number 8044-GPN-45284 and on the Egyptian National Railways website https://enr.gov.eg on November 01, 2015
Egyptian National Railways (hereinafter referred to as the “Employer” and “ENR”), has received a loan from the European Bank for Reconstruction and Development (hereinafter referred to as the “Loan” and, respectively, the “Bank) towards the cost of Egyptian National Railways Restructuring Project. The Employer intends applying the proceeds of the Loan and also its own resources towards the cost of Train Sets procurement and maintenance and other related services for the train sets.
The Employer now invites sealed tenders from contractors (firm or joint venture, consortium or association (JVCA)) for the following contract: Design, Supply, Installation, Commissioning and Maintenance of Train Sets (procurement tendered under Supply & Maintenance Contract) to be financed as follows:
The selected contractor will sign two contracts, as mentioned above. Tenders are invited for the whole tender scope only (id est for Supply, Installation, Commissioning and Maintenance of Train Sets under a Supply & Maintenance Contract). Tenders for parts of the scope SHALL NOT be considered by the Employer.
The total number of Train Sets to be procured is six (6) units, subject to increase/decrease as per Volume I.i of the Tender Documents.
Be qualified for the award of a contract, tenderers (as well as Subcontractors, manufacturers and producers, where indicated) shall substantially satisfy the following minimum qualifying criteria:
Details of the Requirement
1) Conflict of interest
2) Bank Ineligibility
3) Ineligibility based on a United Nations resolution or Borrower’s country law
1) No Conflicts of Interests as described in ITT clause 3 and EBRD Procurement policies and rules.
2) Not having been declared ineligible by the Bank as described in ITT clause 3.6
3) Not having been excluded as a result of the Borrower’s country laws or official regulations, or by an act of compliance with UN Security Council resolution, in accordance with
For all three cases above, the requirements shall be met by Single Entity Tenderer or, in case of JVCA, by all partners combined in existing or intended JVCA and each partner separately, and by manufacturers and producers.
II. Legal requirements (registration and details of ownership)
The Tenderer (Single Entity Tenderer or, in case of JVCA, by all partners combined and each partner separately) shall be properly established in its country of origin in accordance with the respective applicable law. The details for this requirement are provided in Volume I.ii Tender Data, para. 10.1(c).
III. Historical Contract Non-Performance:
1) History of non-performing contracts
1) Non-performance of a contract did not occur within the last three (3) years prior to the deadline for tender submission, based on all information on fully settled disputes or litigation. A fully settled dispute or litigation is one that has been resolved in accordance with the dispute resolution mechanism under the respective contract, and where all appeal instances available to the Tenderer have been exhausted.
2) Pending Litigation
2) All pending litigation shall in total not represent more than fifty percent (50 %) of the Tenderer’s net worth (id est the difference between total assets and total liabilities) and shall be treated as resolved against the Tenderer.
For all two cases above, the requirements shall be met by (i) Single Entity Tenderer by itself or as partner to past or existing JVCA or (ii) in case of JVCA, each partner by itself or as partner to past or existing JVCA.
The Tenderer shall provide accurate information, in the relevant form of the Volume I.x, on any current or past litigation or arbitration resulting from contracts completed or under execution over the last three (3) years. A consistent history of historical non-performance and/or litigation awards against the Tenderer or any partner of a joint venture may result in rejection of the tender.
IV. Financial Position:
1) Historical Financial Performance
2) Average Annual Turnover
3) Financial Resources
1) Submission of audited balance sheets and income statements or, if not required by the law of the Tenderer’s country, other financial statements acceptable to the Employer, for the last three (3) years (id est Y 2013, Y 2014 and Y 2015) to demonstrate the current soundness of the Tenderer’s financial position and its prospective long term profitability. The Tenderer’s net worth, calculated as the difference between total assets and total liabilities should be positive.
For the 1) above, the requirement shall be met by Single Entity Tenderer or, in case of JVCA, by each partner separately.
2) Minimum average annual turnover (defined as annual earnings, expressed in its equivalent of a defined currency) of US$ 80,000,000, calculated as total certified payments received for contracts in progress or completed, within the last three (3) years (id est Y 2013, Y 2014 and Y 2015).
For the 2) above, the requirement shall be met by (i) Single Entity Tenderer or (ii) in case of JVCA, by all partners combined, including each partner separately shall meet thirty percent (30%) of the requirement and the Lead Partner must meet sixty percent (60%).
3) The Tenderer must demonstrate access to, or availability of, financial resources such as liquid assets, unencumbered real assets, lines of credit, and other financial means, other than any contractual advance payments to meet:
(i) the following cash-flow requirement: US$ 50,000,000 and
(ii) the overall cash flow requirements for this contract and its current commitments.
For the 3) above, the requirement shall be met by (i) Single Entity Tenderer or (ii) in case of JVCA, by all partners combined, including each partner separately shall meet thirty percent (30%) of the requirement and the Lead Partner must meet sixty percent (60%).
Where necessary, the Employer may make inquiries with the Tenderer’s banks.
4) Current Obligations and Pending Awards
4) The Tender shall have the above mentioned resources free of ongoing obligations and/or pending contract awards.
The Tender shall provide information on the on-going contractual obligations and pending contract awards.
The Employer may reject the tender if the level of the confirmed commitments to be carried out in parallel with this Contract exceeds the Tenderer’s annual turnover for the previous year by a factor of 1.2.
1) General Experience
2) Specific Experience:
2.1) Contracts of Similar Size and Nature
1) Experience in the role of contractor (subcontractor or prime contractor) under contract(s) for supply of minimum twenty (20) Diesel Electric Locomotives, ten (10) Power Coaches and one hundred (100) passenger coaches in successful service for the last seven (7) years prior the First Stage Tender submission. The successful service/commercial operation of the locomotives and coaches shall be confirmed by the previous clients through supporting documents to the Tender.
For the 1) above, the requirement shall be met by Single Entity Tenderer or, in case of JVCA, by all partners combined.
2.1) Participation as contractor (subcontractor or prime contractor) in the execution of at least two (2) contracts within the last seven (7) years, each with a value of at least US$ 110,000,000 that have been successfully or are substantially completed and that are similar and for design, supply, installation and commissioning of the train sets. The train sets shall be in successful service/commercial operation in similar environmental (including climacteric) conditions for the last five (5) years prior the First Stage Tender submission. The similarity shall be based on the physical size, complexity, methods, technology, environmental (including climacteric) conditions and other characteristics as described in Volume III. Technical Specifications of the Tender Documents. The successful operation of the train sets shall be confirmed by the previous clients through supporting documents to the Tender.
For the 2.1) above, the requirement shall be met by Single Entity Tenderer or, in case of JVCA, by all partners combined. In addition, the Single Entity Tenderer or, in case of JVCA, the Lead Partner shall have acted as a main contractor on one (1) contract of a value of at least US$ 110,000,000.
2.2) Experience in Key Activities:
2.2.1) Maintenance of the Train Sets experience
2.2.2) Providing the rehabilitation (minor) services (maintenance site modification)
2.2) a minimum experience in the following key activities:
2.2.1) Maintenance of the Train Sets experience: Participation as contractor (subcontractor or prime contractor) in the execution of at least two (2) contracts within the last ten (10) years, that have been successfully or are substantially completed and that are similar and for maintenance of the train sets. The similarity shall be based on the physical size, duration, complexity, methods, technology or other characteristics as described in Volume III. Technical Specifications of the Tender Documents.
The Tenderer shall demonstrate that (i) it is capable of carrying out the repair and maintenance of the train sets in the Arab Republic of Egypt during the Defect Liability Period, (ii) it is capable of making prompt delivery of spare parts and consumables to the Employer's Site to ensure the proper and continuing functioning of the train sets and (iii) it will be capable of ensuring the possibility of the repair and maintenance of the train sets in the Arab Republic of Egypt during seven (7) years covering the warranty period and post-warranty - maintenance period. The Tenderer shall demonstrate, as part of the Technical Proposal, how these obligations will be met in the event of a contract.
2.2.2) Providing the rehabilitation services: Participation as contractor (subcontractor or prime contractor) in the execution of at least two (2) contracts within the last three (3) years, each with a value of at least US$ 100,000 that have been successfully or are substantially completed and that are similar to the proposed works. The similarity shall be based on the physical size, complexity, methods, technology or other characteristics as described in Volume III. Technical Specifications of the Tender Documents.
For the 2.2) both situations above, the requirement shall be met by Single Entity Tenderer or, in case of JVCA, by all partners combined.
In all cases above (experience 1 – 2.2) the Tenderer shall provide at least the client names, addresses, contract details and contract values.
VI. Personnel Capabilities:
The Tenderer shall provide suitably qualified personnel to fill the key positions listed below. For each position the Tenderer shall supply information in the relevant form of the Volume I.x on the candidate and each proposed personnel should meet the experience requirements specified below (Total work experience (years) / Years in similar contracts (works) / as manager of similar works (years)):
(i) Program Manager: 10 Years / 7 Years / 5 Years;
(ii) Project Engineer: 7 Years / 5 Years / 3 Years;
(iii) Programming and Control Assistant: 5 Years / 3 Years / 3 Years;
(iv) Quality Assurance Engineer: 7 Years / 5 Years / 3 Years;
(v) Environmental, Health and Safety Manager: 7 Years / 5 Years / 3 Years.
VII. Equipment Availability:
The Tenderer shall own, or have assured access to (through hire, lease, purchase agreement, availability of manufacturing equipment, or other means), suitable, in full working order and enough in quantity equipment for performance of this contract, and must demonstrate that they will be available for use in the Contract.
VIII. Manufacturer(s) experience and Manufacturing Capacity
The manufacturer(s) shall have and confirm in the relevant form of the Volume I.x that it has produced in the past and have been in successful service/commercial operation for the last five (5) years prior the First Stage Tender submission, confirmed by the previous clients, minimum ten (10) main line locomotives and minimum one hundred (100) passenger coaches. The line locomotives should be similar to those purchased by the Employer as per Volume III. Technical Specifications of the Tender Documents and in operation in similar environmental (including climacteric). Such letters shall be submitted by the Tenderer as part of the Tender for the purpose of assessment and confirming the meeting of the qualification requirements.
The Tender shall demonstrate that it or his manufacturer/supplier has the manufacturing capacity to produce the required number of Train Sets as per the Tender Documents during three (3) years, taking into account the Tender's commitments in other contracts.
The installed Tenderer’s manufacturing capacity and the free (of the on-going orders) capacity of the manufacturers is sufficient to meet the expected volume of supply.
In the case of a Tenderer who offers to supply and install items of supply under the contract that the Tenderer did not manufacture or otherwise produce, the Tenderer shall provide the manufacturer’s authorization, using the form provided in the Tender Documents (Volume I. vi), showing that the Tenderer has been duly authorized by the manufacturer or producer of the related plant and equipment or component to supply and install that item in the Employer’s country. The Tenderer is responsible for ensuring that the manufacturer or producer complies with the eligibility requirements.
IX. Quality Assurance System (requirement applicable to Tenderer, subcontractors, manufacturers and producers)
Must be sufficient to assure consistent quality of train sets, be certified for quality standard and meet the specific requirements as per Volume III.
The Tenderer and its manufacturer of the train sets shall be certified for quality standard ISO 9001:2015, or substantial equivalent, issued by a certified international body and shall provide a current accreditation certificate. The requirement shall be met by the manufacturer of the train sets, by Single Entity Tenderer or, in case of JVCA, by the partners supplying the train sets, performing the maintenance of the train sets and the modification of the maintenance site.
If an equivalent quality assurance standard to ISO 9001:2015 is provided, the Tenderer must also provide the confirmation by the corresponding national body for standards and certification of its substantial equivalence to International Quality Standard ISO 9001:2015.
In addition, the following certification is required to be met by the manufacturer of the train sets, by Single Entity Tenderer or, in case of JVCA, by the partners supplying the train sets, performing the maintenance of the train sets:
X. Specific Requirements with regard to JVCA
JVCA must satisfy the following minimum qualification requirements:
(a) The JVCA must satisfy collectively all the above mentioned qualification criteria, for which purpose the relevant figures for each of the partners shall be added to arrive at the joint venture's total capacity.
(b) Each partner shall meet not less than thirty percent (30%) of all the qualifying criteria for the turnover and the availability of the financial means as per the criteria specified under financial position above.
(c) The Lead Partner of the JVCA shall demonstrate that he acted as a main contractor on project(s) of similar magnitude as per 2.1) above and meets sixty percent (60%) requirements for turnover and the availability of the financial means as per the criteria specified under financial position above.
XI. Specific Requirements for Subcontractors
The Tenderer shall demonstrate that proposed Subcontractors substantially satisfy the requirements regarding Eligibility, Legal requirements, Specific experience for the part of the activity assigned, Quality Assurance System, accordingly. The Employer reserves the right to request a substitution of the proposed Subcontractor, should such Subcontractor be determined to be unqualified.
XII. Specific Requirements relating to Environmental, Health and Safety (EHS)
The Tenderer needs to ensure compliance with:
Details of the required EHS certifications are provided in the para. 10.1(c) Qualification of tenderer of the Volume I.ii - Tender Data.
Tendering for the procurement above will be carried out in accordance with EBRD Procurement Policies and Rules (revised October 2014) and will be open to firms from any country. The proceeds of the Bank’s loan will not be used for the purpose of any payment to persons or entities, or for any import of goods, if such payment or import is prohibited by a decision of the United Nations Security Council taken under Chapter VII of the Charter of the United Nations.
Tender documents may be obtained from the address below upon written request and payment of a non-refundable fee of EURO 250 (Two Hundred Fifty EURO zero eurocents).
Payment shall be made by direct bank transfer or direct deposit to the following bank account:
Beneficiary: Egyptian National Railways of the Arab Republic of Egypt
Beneficiary’s Bank: Egyptian Central Bank in Cairo, 54, el Gemohoria street, Cairo, Egypt
Account No: 4/082/17702/5
Purpose of the payment to be specified in the payment slip: Tender Documents for procurement of Train sets
Upon the written request (including the name, address, tel. number and email address of the requestor) and confirmation of payment of a non-refundable fee, the Tender Documents will be promptly dispatched by e-mail in pdf format to the email address, indicated in the written request, but in all cases no liability can be accepted for loss or late delivery. The requestor is reminded to follow up with the Employer on the request and to confirm the successful receipt of the email as per email content. To facilitate the preparation of the tender, MS Word version can be shared with the firms. In the event of discrepancy between MS Word version and pdf format of the documents, the pdf format shall prevail.
A two stage tender procedure will be adopted and will proceed as follows:
(a) the First Stage tender will consist of a technical proposal only, without any reference to prices, and a list of any deviations to the technical and commercial conditions set forth in the tender documents or any alternative technical solutions a tenderer wishes to offer, and a justification therefor, provided always that such deviations or alternative solutions do not change the basic objectives of the project. Following evaluation by the Employer of the First Stage tenders, the Employer will invite each tenderer who meets the qualification criteria and who has submitted a technically responsive tender to a clarification meeting. The proposals of all such tenderers will be reviewed at the meeting and all required amendments, additions, deletions and other adjustments will be noted and recorded in a Memorandum. Only qualified tenderers submitting a technically responsive and acceptable First Stage tender will be invited to submit a Second Stage tender.
(b) the Second Stage tender will consist of an updated technical tender incorporating all changes required by the Employer as recorded in the Memorandum to the clarification meeting or as necessary to reflect any amendments to the tender documents issued subsequent to submission of the First Stage tender; and the commercial tender.
First Stage tenders must be delivered to the address below on or before November 01, 2016 10:00 am (Egypt time) at which time they will be opened in the presence of the tenderers’ representatives who wish to attend.
All Second Stage tenders must be accompanied by a Tender Security of USD 1,900,000 (One Million Nine Hundred Thousand US dollars zero cents) or its equivalent in a convertible currency and in the form of a Bank Guarantee as included in Volume I.v of the Tender Documents, and must be delivered to the address below on or before the time and date of the submission deadline specified in the Letter of Invitation to submit Second Stage tenders, at which time they will be opened in the presence of the tenderers’ representatives who wish to attend.
A Pre-Tender meeting and a Site visit(s) to inspect and gather data on the Employer's existing infrastructure and facilities (including the maintenance sites) will be arranged from 20 to 22 September 2016. Given that the contracts will be on a Lump Sum basis, tenderers shall be expected to take all necessary survey information, measurements and assessment on site within the timescales of the site visit and to satisfy themselves that all quantities and information have been included in their tender prices.
Tenderers shall be deemed to have full knowledge of the physical conditions to be expected commensurate with the type and age of the Employer's existing infrastructure and facilities. Therefore, attendance at the Site Visits is considered as mandatory and non-attendance shall result in the rejection of a tenderer's tender. Tenderers attending the Pre-Tender meeting and the Site Visits shall do so at their own expense as per paragraph 5 of the Volume I.i of the Tender Document.
Potential tenders shall communicate the Employer before September 09, 2016 the interest to attend the Pre-tender meeting to receive the security clearance to attend the site visits from the relevant Egyptian authority for the company’s representative(s).
The register of the potential tenderers who have purchased the tender documents may be inspected at the address below.
Prospective tenderers may obtain further information from, and inspect and acquire/request the tender documents at, the following office:
For purchasing and receiving of the Tender documents, the interested persons shall contact:
Contact name: Director of purchases, stores and custom clearance department
Agency name: Egyptian National Railways, Ministry of Transport, Arab Republic of Egypt
Address: Railways Compound, fifth floor, above Shubra Tunnel, Ramsis square, Cairo, Arab Republic of Egypt
Tel: (202) 2577 1896
Facsimile number: (202) 2576 1337
E-mail address: firstname.lastname@example.org with cc. to email@example.com
(Tenders shall not be submitted and will not be accepted by e-mail neither during the First Stage nor at the Second Stage. The requests for clarification shall not be sent to the address and email above, but rather as per para. 7.1 of the Volume I.ii Tender Data).
Project Description: The European Bank for Reconstruction and Development (the "EBRD" or the "Bank") aims at providing finance of up to EUR 200 million to the Ministry of Transport represented by National Authority for Tunnels ("NAT" or the "Client") for the planned upgrade of Cairo Metro Line 1 works, including electromechanical, telecommunications, signalling, centralised control, track and civil works (the "Project").
Assignment Description: The Bank now intends to engage a consulting company (the "Consultant") to conduct the due diligence of the technical, economic, environmental and social aspects of the Project (the "Assignment").
The expected outcome of the Assignment is a due diligence on the basis of which the Bank has sufficient information to decide on the proposed investment and 1) to prepare a comprehensive due diligence of the proposed investment and procurement strategy, including review of any design gaps as needed, 2) review of maintenance requirements and asset management practices for Line 1, 3) prepare an economic and financial appraisal of the project according to a recognised international standard; and 4) identify and assess the potentially significant existing and future adverse environmental and social impacts associated with the Client’s current operations and the proposed Project, assess compliance with applicable laws and the EBRD ESP and PRs, determine the measures needed to prevent or minimise and mitigate the adverse impacts, and identify potential environmental and social opportunities, including those that would improve the environmental and social sustainability of the Project and/or the associated current operations.
The selected Consultant will provide the following tasks:
1) Technical / economic due diligence
The Consultant will provide support to the Bank during the due diligence. This support will include:
• prepare the business case for the project (rationale and benefits), including review of cost estimates;
• review design and tender documents to ensure compatibility with relevant design standards and operational requirements; identify any possible needed additionalities for project design and/or works contract scoping;
• perform an economic and financial assessment (Internal Rate of Return (IRR)) for the Project, including the definition of a 'do nothing' scenario and preparation of a proper financial model;
• perform an emissions benefit assessment (including modal shift benefits) and an energy audit to determine energy efficiency savings as a result of the project;
• review existing asset management practices for Line 1 and recommend possible improvements.
2) Environmental and social analysis
The assessment process will be commensurate with, and proportional to, the potential impacts and issues of the Project and the Client’s existing operations. The assessment will cover, in an integrated way, all relevant direct and indirect environmental and social impacts and issues of the Client’s operations, the Project and the relevant stages of the project cycle (e.g. pre-construction, construction, operation, and decommissioning or closure and reinstatement).
The Environmental and Social Impact Assessment (ESIA) will also determine whether further studies are required, focusing on specific risks and impacts, such as climate change, human rights and / or gender.
The Environmental and Social Audit is required to assess the Client’s current operations in terms of compliance with national legislation, national or local permitting requirements, the relevant provisions of the EBRD Environmental and Social Policy and Performance Requirements (2014) and pertinent EU environmental standards. Further, the audit must review possible historical environmental and social issues, such as potential contamination of soil and/or groundwater or land acquisition disputes.
Status of Selection Process: Interested firms or groups of firms are hereby invited to submit expressions of interest.
Assignment Duration: The Assignment is expected to start in Q4, 2016 and has an estimated overall duration of 3 months.
Cost Estimate for the Assignment: EUR 225,000; exclusive of VAT.
The consultant must determine whether any VAT would be chargeable on the services and the basis for that determination, without taking into consideration the Bank's special status as an IFI and state this to the Bank in their response to the Invitation for Expressions of Interest. To the extent that a consultant incurs input VAT on goods and services purchased in connection with the provision of services (e.g. VAT on airline ticket) which is not otherwise recoverable by the consultant from the local tax authority, the gross cost to the consultant of such expenses shall be treated as a reimbursable expense.
Funding Source: It is expected that the Assignment will be funded by the EBRD's Shareholder Special Fund. Please note selection and contracting will be subject to the availability of funding.
Eligibility: There are no eligibility restrictions.
Consultant Profile: Corporate services are required. The Consultant will be a firm or a group of firms preferably with 10 years or more previous project experience related to:
- Construction and rehabilitation of rail-based systems (rail, metro and Light Rail Transit); and
- Urban metro schemes.
The Consultant shall further have previous project experience in Egypt and the MENA region.
The Consultant's expert team is expected to include key experts as follows: (key team members, to be complemented as appropriate):
• Team Leader - Project Management specialist, with technical or transport planner background;
• Technical Experts for Metro Infrastructure, Systems and Operations, experts with preferably 12 years of sector experience, of which 5 years in similar position and extensive knowledge of metro design and construction, contracting procedures and standards (e.g. EPC, DBOM contracts) and integration/interface issues (power, communication, signalling, Monitoring & Evaluation systems, permanent way, automated fare collection, rolling stock etc.). Consultants should present several experts to achieve full coverage of all required areas (we could expect around 4 experts - including civils; power; systems-communication; rolling stock);
• Transport Planner/Economist, expert with preferably 12 years of experience, in particular in urban transport demand forecast and economic assessment;
• Management accountant, with experience in corporate accounting (for asset management assessment);
• Environmental and Social (E&S) Project manager: a consultant with experience in managing ESIAs and E&S due diligence audits in the EBRD’s countries of operations, with excellent communication skills;
• Environmental specialist with experience in ESIAs and Environmental and Social due diligence audits in the transport industry;
• Health and safety specialist with experience in the transport industry;
• Social specialist(s) with experience in the host country, including public consultation in the local context, gender expertise, and/or resettlement expertise, as required.
The team shall include sufficient local-based staff in key and/or support positions to ensure local responsiveness and language ability.
Submission Requirements: In order to determine the capability and experience of Consultants seeking to be shortlisted for this Assignment, the information submitted should include the following:
1. Company/group of firms’ profile, organisation and staffing (max. 2-4 pages).
2. Details of previous project experience or similar assignments particularly undertaken in the previous five years, including information on contract value, contracting entity/client, project location/country, duration (mm/yy to mm/yy), expert months provided (if different from duration) , main activities, objectives.
3. CVs of key experts who could carry out the Assignment detailing qualifications, experience in similar assignments, particularly assignments undertaken in the previous five years, including information on contracting entity/client, project location/country, duration (mm/yy to mm/yy), expert months provided, assignment budget, main activities, objectives.
4. Completed Consultant Declaration Form and Contact Sheet, the template for which is available from the following web-link:
The above information should not exceed 20 pages excluding CVs and contact sheet.
The complete expression of interest (including CVs, Consultant Declaration and Contact Sheet) should be submitted, in English electronically through e-Selection, to reach the Bank not later than the closing date. The expression of interest shall be one file (pdf). EBRD reserves the right to reject applications of firms submitting more than one file.
Bank Contact Person:
European Bank for Reconstruction and Development
One Exchange Square
London EC2A 2JN
Tel: + 44 20 7338 6369
E-mail: firstname.lastname@example.org (submissions should be sent through eSelection and NOT to this email address)
Important Notes: This is a "Selection from Shortlist" process in accordance with the EBRD Procurement Policies and Rules. The selection will normally be made from responses to this notification only. Consultants will not be asked to submit a proposal. The highest-ranked Consultant will be selected from a shortlist and be invited to negotiate the contract, subject to availability of funding.
2. The shortlist criteria are:
a) Firm's previous project experience in construction and rehabilitation of rail-based systems (rail, metro and LRT) preferably over the past 10 years (20%);
b) Firm's previous project experience in urban metro schemes preferably over the past 10 years (15%);
c) Firm's previous project experience in Egypt and the region (15%);
d) CV of Key Experts (50%).
The European Bank for Reconstruction and Development (the “EBRD” or the “Bank”) as lead institution, together with its partners Agence Francaise de Developpement (“AFD”) and the European Investment Bank (“EIB”) (collectively the “Development Finance Institutions” or the “DFIs”), is in the process of developing the second phase of the Southern and Eastern Mediterranean Sustainable Energy Financing Facility (“SEMED SEFF”). While the first phase has been successfully launched in Morocco, the second phase (“EgyptSEFF” or the “Facility”) will consist of credit lines of up to EUR 140 million to be provided to Participating Financial Intermediaries (“PFI”), including banks and leasing companies, in Egypt for on-lending to private sector sub borrowers for investments in Energy Efficiency (EE) and Renewable Energy (RE) projects. This Facility also incorporates the lessons learnt during a pilot EgyptSEFF project with the National Bank of Egypt (NBE), financed solely from EBRD funds. This pilot project has shown positive results within a short time frame and confirmed there is a significant potential to finance EE and RE projects in Egypt (see www.egyptseff.org).
Egypt faces several major challenges in its energy sector. Egypt is a net importer of oil and gas despite the presence of domestic sources. Although there have been recent large increases in gas and electricity prices to industrial consumers, energy prices in Egypt are low in comparison with those in the region. Historically low prices for energy and energy subsidies have led to the development of energy- and carbon-intensive industries in Egypt, with Egypt's economy the third most energy intensive in the MENA region.
The purpose of the Facility is to demonstrate the benefits of energy conservation and promote the expansion of RE and EE investments in Egypt using the financial intermediation model already being used by EBRD in other countries. Each PFI loan will be co-financed by either EIB or AFD in the form of parallel loans, through a common terms agreement (CTA).
The Facility may provide financing for the following categories of eligible Sub-loans
1. Industrial EE and RE investments;
2. Stand-alone small scale RE investments;
3. Commercial buildings sector - EE and/or RE investments in commercial buildings (production and administrative buildings of Beneficiaries);
The Facility will be supported by:
· grant funds of up to EUR 20.3 million provided by the EU Neighbourhood Investment Facility (NIF).
· technical assistance (TC) totaling EUR 6.3 million, provided by the EU Neighbourhood Investment Facility (NIF) in the amount of EUR 3 million and potentially the EBRD Shareholder Special Fund in the amount of EUR 3.3 million.
The TC funds will be used for two consultancy assignments: Project Consultant (PC) and an ex-post Verification Consultant (VC).
The Project Consultant (or the PC), subject to a separate procurement process, will assist with the design, launch and successful operation of the Facility, be responsible for the marketing of the Facility, define technical eligibility criteria and appraise sub-projects against a set of criteria. In the appraisal of sub-projects the PC will use two approaches:
· Automatic eligibility process: Automatic Sub-project eligibility shall be based on the Technology Selector developed by the PC Sub-loans for Technology Selector based items can be approved by the PFI without further need for an Assessment by the PC. The PC is responsible for maintaining and updating the Technology Selector (including contact details and categories of eligible technologies supplied) and ensuring that it is publicly available via the Facility website. Any doubts about whether a Sub-project is automatically eligible shall be clarified through an approved eligibility process. Based on the PFI’s request, Sub-loans for Technology Selector based items may also be assessed under assisted eligibility process as per the next section.
· Assisted eligibility process: In cases where the scope of a larger and more complex investment is clearly defined and the Sub-project is adequately specified and presented in the Sub-loan application, the PC will prepare the Preliminary Assessment Report and will recommend a further more detailed assessment of the Sub-project proposal in order to verify and approve its eligibility. For this purpose the PC shall perform either a Simplified Assessment or a Full Assessment of the Sub-project depending on the Sub-project requirements and prepare a Simplified Assessment Report – SAR or a Full Assessment Report - FAR. The SAR/PAR may be complemented by additional information available to the PC in support of the results presented in the report. It will be the responsibility of the PC to confirm the technical eligibility (or otherwise) of Sub-projects to the Participating Financial Institutions.
The ex-post Verification Consultant (the “VC”), subject to this call for Expression of Interest, will ensure that the implemented investments meet the expectations of the customers and the PFI by checking and confirming that all Sub-projects have been completed in accordance with the relevant investment plans described in SAR or FAR (as prepared and/or reviewed by the PC) and are on track to achieve the planned energy savings.
More specifically, the Verification Consultant is expected to:
a) Prepare a verification report on the implementation of Sub-projects and an assessment on how the recommendations in the Project Assessment Report, or any other document as relevant, have been fulfilled;
b) Provide EBRD with a monthly work plan outlining planned activities for the next month;
c) Prepare a monthly verifications report detailing the sub-projects verified in the previous month and the Investment Incentives payable by EBRD;
d) Prepare a final report providing a summary of activities undertaken throughout the assignment;
e) Prepare and submit to the Bank other deliverables as may reasonably be requested.
Ensure that all reports and documentation have clear references to the support of the donors, the form of such references to be agreed with the EBRD.
There will be two different approaches to the selection, preparation, processing and verification of the investment:
(i) For Assessed Sub-projects the VC will physically determine the successful implementation and completion on site. The VC will verify project completion through a site visit within one month from the date of notification of project completion and receipt of supporting documentation.
(ii) For Sub-project investments in Pre-approved Technology the Verification Consultant will physically determine the successful implementation and completion of not less than 10% of randomly selected sub-projects through on-site spot checks (including those Sub-projects with suspiciously high costs per energy savings). The VC will verify the successful implementation and completion of the balance of Pre-Approved Technology investments on the basis of a desk-based document review. Spot checks will be completed and Sub-projects verified within one month from the date of notification of project completion and receipt of supporting documentation. Desk-based verification will be completed within 10 business days from the date of notification of project completion and receipt of supporting documentation.
On the basis of the assessment, the VC will determine the amount of incentives payable for each investment.
Status of Selection Process: Interested firms or groups of firms are hereby invited to submit expressions of interest.
Assignment Start Date and Duration: The Assignment is expected to start early in 2017 and has an estimated overall duration of 48 months.
Cost Estimate for the Assignment: EUR 700,000.00 (exclusive of VAT). Subject to availability of funding, the performance of the selected Consultant and the specific needs of the Bank the Assignment may be extended beyond the current scope.
The Consultant must determine whether any VAT would be chargeable on the services and the basis for that determination, without taking into consideration the special status of the Bank as an IFI and state this to the Bank in their response to the Invitation for Expressions of Interest. To the extent that a Consultant incurs input VAT on goods and services purchased in connection with the provision of services (e.g. VAT on airline ticket) which is not otherwise recoverable by the consultant from the local tax authority, the gross cost to the consultant of such expenses shall be treated as a reimbursable expense.
Funding Source: It is expected that the Assignment will be funded by the European Union Neighbourhood Investment Facility (EU NIF) and the EBRD Shareholder Special Fund (subject to funding approvals). Please note selection and contracting will be subject to the availability of funding.
Eligibility: There are no eligibility restrictions
Consultant Profile: Corporate services are required. The consultant shall be a firm or a group of firms with a strong locally-based support capacity. The Consultant should have relevant experience in all areas needed for the performance of the assignment as described above, including relevant sector and regional experience. The firm and its proposed experts shall have a wide and balanced experience in industrial energy efficiency, energy efficiency in buildings and renewable energy systems. Experts will be capable of and experienced in validating sub-projects against set criteria. An extensive use of qualified locally-based personnel is envisaged as the bulk of the assignment will be conducted in the field.
The Consultant’s expert team is expected to include key experts as follows:
1. Team Leader or Project Manager with preferably 15 years of previous professional experience in:
a) project management
b) project implementation planning, including experience related to energy management, RE and EE projects,
c) the South-Eastern Mediterranean or North African regions, including Egypt
e) fluent spoken and written English is essential; knowledge of Arabic would be an advantage.
2. Engineer(s) (international and/or local) with significant relevant professional experience and knowledge of:
· industrial processes and expertise with EE in industrial operations, e.g., process upgrade, heat recovery, modernisation/optimisation of energy supply systems (power distribution, compressed air, refrigeration, etc.), improved monitoring and control, on-site CHP generation, rehabilitation of commercial buildings,
· knowledge of RE projects (SWHs, PV plants, small wind energy, CSP for heat, etc.);
· knowledge of Egyptian RE and building regulations and relevant standards in relation to energy consumption and performance
· fluent written and spoken Arabic is essential; fluent spoken and written English would be an advantage)
Participation of local experts from Egypt and/or the wider SEMED region is essential. The Consultant's team should be able to communicate effectively in English and Arabic.
The Consultant should have relevant experience in all areas needed for the performance of the assignment as described above, including relevant sector and regional experience. The firm and its proposed experts shall have a wide and balanced experience in industrial EE, EE in buildings and RE systems. Experts will be capable of and experienced in validating sub-projects against set criteria.
Submission Requirements: In order to determine the capability and experience of Consultants seeking to be shortlisted for this Assignment, the information submitted should include the following:
1. Company/group of firms’ profile, organisation and staffing (max. 2-4 pages).
2. Details of previous project experience or similar assignments particularly undertaken in the previous five years, including information on contract value, contracting entity/client, project location/country, duration (mm/yy to mm/yy), expert months provided (if different from duration), main activities, objectives.
3. A table printed in landscape listing the proposed experts, their proposed role in the project team (using expert position as listed above), indicating the years of relevant professional experience, nationality, language skills, a short qualification in relation to the requested position, knowledge and experiences;
4. CVs of key experts who could carry out the Assignment detailing qualifications, experience in similar assignments, particularly assignments undertaken in the previous five years, including information on contracting entity/client, project location/country, duration (mm/yy to mm/yy), expert months provided, assignment budget, main activities, objectives.
5. Completed Consultant Declaration Form and Contact Sheet, the template for which is available from the following web-link:
The above information should not exceed 15 pages excluding CVs and contact sheet.
The complete expression of interest (including CVs, Consultant Declaration and Contact Sheet) should be submitted, in English electronically through e-Selection, to reach the Bank not later than the closing date. The expression of interest shall be one file (pdf). The EBRD reserves the right to reject applications of firms submitting more than one file. Only if the permissible file size is exceeded (4MB), the Consultant may split the expression of interest into further files (e.g. Expression of Interest in one file and CVs in one file).
Bank Contact Person:
Ms Georgia Vasiliadis
European Bank for Reconstruction and Development
One Exchange Square
London EC2A 2JN
Tel: + 44 20 7338 7750
e-mail: email@example.com (submissions should be sent through eSelection and NOT to this email address)
1. Following this invitation for expressions of interest, a shortlist of qualified firms will be formally invited to submit proposals. Consultant selection and contracting will be subject to availability of funding.
2. The shortlist criteria and weightings are as follows:
(a) Firm’s previous project experience, including in implementation of financial programmes and sustainable energy projects (25%)
(b) Firm’s relevant experience in Egypt/South-Eastern Mediterranean/North African region (25%)
(c) Experts’ CVs: (50%)