81296132-Consultant pool to provide strategic and operational support to the South African power sector reform

Kurze Beschreibung

The overall objective of this assignment is to submit 6 recommendations on the implementation of power sector reform in South Africa to the actors responsible for managing and shaping it. In order to do so, standing pools of short-term experts (STEs) will be made available to provide rapidly mobilized energy, methodological and process advice to achieve reform impacts at national and municipal level. All activities will be informed by requests from our partners and guided by a steering group.
The contractor shall provide two pools of experts which can be deployed flexibly according to the specific requests from the steering group. Experts assigned to the pools will be required to work supporting on assignments involving: 1) policy analysis and advice (e.g., the energy transition and provisions to increase private sector participation); 2) legal and regulatory advice; 3) the development of potential future roles and strategies for different stakeholders within the power sector and 4) transfer of experience, expertise and conceptual know-how (e.g. on methodological concepts and instruments) to project partners and beneficiaries. Furthermore, STEs will be requested to contribute to capacity development of partner institutions and individuals (e.g., trainings, workshops, peer-to-peer exchange).
The following indicative focal areas have been identified
Focal Area 1 consists of activities pertaining to the unbundling of the national utility, Eskom. The contractor"s role may include providing recommendations on the unbundling from a policy, legal and regulatory perspective, with specific emphasis on provisions to ensure the independence of the Transmission entity. Additional support to the functionalization of the Market Operator and Central Purchasing Agency function within the Transmission entity.
Focal Area 2 consists of the design of measures to promote private sector participation in the electricity industry. The contractor"s role may include recommendations on market design, transition mechanisms and other mechanisms to increase private sector participation such as net billing and feed-in tariff schemes.
Focal Area 3 consists of activities pertaining to the distribution sector. The contractor"s role may include providing recommendations on the optimal role, structure and business models for an electricity distributor in a modern liberalized industry. This area will also incapsulate activities relating to municipal pricing, including the assessment of municipal cost of supply studies.
Focal Area 4 consists of activities pertaining to support of the further development of the legal and regulatory frameworks within the industry. This may include legislation such as the Electricity Regulation Act (ERA) and Electricity Pricing Policy (EPP) and regulatory provisions on, for example, the unbundling of tariffs and the requirements for the provision of non-discriminatory grid access.
The tasks to be carried out by the various experts and Team leader are anticipated to be 655 expert days for execution of the individual assignments. A sufficient travel budget will be made available and is to be considered by the bidders as part of their bid. The contract period during which the services described are to be provided is from contract award until 30.11.2024. The number of expert days corresponds to the working days.

Beschreibung der Beschaffung

The South African-German Energy Program (SAGEN), funded by the German government and implemented by the Deutsche Gesellschaft für Internationale Zusammenarbeit (GIZ) GmbH in collaboration with the Department of Mineral Resources and Energy (DMRE), Eskom and the South African Local Government Association (SALGA) is the counterpart to this project. The overall objective of this assignment is to submit six recommendations on the implementation of power sector reform in South Africa to the actors responsible for managing and shaping it. This will include at least four recommendations on the development of an effective power market or the unbundling of the national power utility Eskom and at least two related to the future organization of the municipal power supply. In order to provide these recommendations, standing pools of short-term experts (STEs) will be made available by the contractor to provide rapidly mobilized energy, methodological and process advice to achieve reform impacts at national and municipal level. This will be done under a framework contract concluded between the contractor and GIZ-SAGEN.
All activities under the contract will be informed by requests from our partners and guided by a steering group. GIZ-SAGEN, in collaboration with our partners, will provide a standardized request document to the contractor, at which point the contractor will submit a technical proposal outlining the content, work structure and personnel concept. Once the proposal is agreed upon, experts from either of the two pools (national and international) will be deployed to complete the individual assignments.
Experts assigned to the pools will be required to work on assignments involving: 1) policy analysis and advice (e.g., the energy transition and provisions to increase private sector participation); 2) legal and regulatory advice; 3) the development of potential future roles and strategies for different stakeholders within the power sector and 4) transfer of experience, expertise and conceptual know-how (e.g. on methodological concepts and instruments) to project partners and beneficiaries. Furthermore, short term experts will be requested to contribute to capacity development of partner institutions and individuals (e.g., trainings, workshops, peer-to-peer exchange).
The following indicative focal areas for individual assignments have been identified
Focal Area 1 consists of activities pertaining to the unbundling of the national utility, Eskom. The contractor"s role may include providing recommendations on the unbundling from a policy, legal and regulatory perspective, with specific emphasis on provisions to ensure the independence of the Transmission entity. Additional support to the functionalization of the Market Operator and Central Purchasing Agency function within the Transmission entity.
Focal Area 2 consists of the design of measures to promote private sector participation in the electricity industry. The contractor"s role may include recommendations on market design, transition mechanisms and other mechanisms to increase private sector participation such as net billing and feed-in tariff schemes.
Focal Area 3 consists of activities pertaining to the distribution sector. The contractor"s role may include providing recommendations on the optimal role, structure and business models for an electricity distributor in a modern liberalized industry. This area will also incapsulate activities relating to municipal pricing, including the assessment of municipal cost of supply studies.
Focal Area 4 consists of activities pertaining to support of the further development of the legal and regulatory frameworks within the industry. This may include legislation such as the Electricity Regulation Act (ERA) and Electricity Pricing Policy (EPP) and regulatory provisions on, for example, the unbundling of tariffs and the requirements for the provision of non-discriminatory grid access.
In addition, a cross cutting focal area of capacity building, knowledge management and monitoring and evaluation underpins all other focal areas. The contractor"s role will include contributing technical inputs to capacity building forums such as workshops, multistakeholder discussions and peer-to-peer exchanges. In addition, contributing to the development and implementation of results-based monitoring for GIZ and its partners may be required.
The maximum number of expert days allocated to this project are 655 expert days for execution of the individual assignments, excluding possible follow-on measures. The number of expert days corresponds to the working days. Depending on the requirements of each assignment, the number of expert days in country of residence and the number of expert days in country of assignment will be agreed upon on a case-by-case basis. A sufficient travel budget will be made available and is to be considered by the bidders as part of their bid.
The contract period during which the services described are to be provided is from contract award until 30.11.2024. However, there is also an option for a follow-on phase to this project where it will be possible to continue and adapt key services under this project.
The maximum quantity and value under this
framework agreement including the optional services is 1.635 expert days and a value of 150,000.00 EUR.

Beschreibung der Verlängerungen

GIZ may optionally commission contract amendments and/or increases based on the criteria in the tender documents to the successful bidder of this tender. For details, please see the terms of reference. The contract duration is 12 months. The maximum duration of the contract including optional services is 42 months.

Objektive Kriterien für die Auswahl der begrenzten Anzahl von Bewerbern

A technical ranking on the basis of the assessment criteria listed below will be used to obtain the tenderers that will be requested to submit a tender. This will be applied in cases where more than five requests to participate that meet the above minimum requirements for tenderer eligibility have been received.
More than the required number of references may be provided but the number of 10 references should not be exceeded. If you are participating in the procedure as part of a candidate/bidding consortium, please note that the total number of references for all members of the consortium combined should not exceed 10.
Only references that have the required minimum commission value of EUR 200,000.00 will be assessed.
Only references that have started and/or finished in the last three years will be assessed. If a reference project satisfies both the minimum criteria and the weighted criteria, it will be counted for both assessments.
The maximum number of points that can be achieved per weighted criterion is 10 points.
A selection will be made under all eligible participants based on the following criteria:
1. Unbundling of vertically integrated utilities with focus on an independent Transmission System and Market Operator 13%
2. Design of electricity market mechanisms and other measures to increase private sector investment in the industry 13%
3. Distribution industry restructuring and pricing methodologies 13%
4. Electricity policy and regulation in a liberalising electricity industry 13%
5. Managing multistakeholder projects 13%
6. Regional experience in South Africa 25%
7. Experience of development projects (at least 50% ODA-financed) 10%

Beschreibung der Optionen

GIZ may optionally commission contract amendments and/or increases based on the criteria in the tender documents to the successful bidder of this tender. For details, please see the terms of reference. The contract duration is 12 months. The maximum duration of the contract including optional services is 42 months.

Liste und kurze Beschreibung der Bedingungen

1. Self-declaration: name of company and address, tax ID, registration and commercial register number or equivalent register in accordance with the legal provisions of the country of origin.
2. No grounds for exclusion pursuant to § 123, § 124 GWB, § 22 LkSG
3. No grounds for exclusion EU-Russia
4. Declaration of bidding consortium and/or declaration of subcontractors (if applicable)

Liste und kurze Beschreibung der Auswahlkriterien

1. Average annual turnover for the last three years (last-but-four financial year can be included in case of tenders held within 6 months of end of last financial year), at least: 300,000.00 EUR
2. Average number of employees and managers in the last three calendar years, at least 5 persons

1. Average annual turnover for the last three years (last-but-four financial year can be included in case of tenders held within 6 months of end of last financial year), at least: 300,000.00 EUR
2. Average number of employees and managers in the last three calendar years, at least 5 persons

Liste und kurze Beschreibung der Auswahlkriterien

1. The technical assessment is only based on reference projects with a minimum commission value of 200,000.00 EUR.
2. At least 3 reference projects in the technical field Power Sector Reform in the last 3 years

Bedingungen für die Teilnahme (technische und berufliche Fähigkeiten)

1. The technical assessment is only based on reference projects with a minimum commission value of 200,000.00 EUR.
2. At least 3 reference projects in the technical field Power Sector Reform in the last 3 years

Genaue Informationen über Fristen für Überprüfungsverfahren

According to Article 160, Section 3 of the German Act Against Restraint of Competition (GWB), application for review is not permissible insofar as
1. the applicant has identified the claimed infringement of the procurement rules before submitting the application for review and has not submitted a complaint to the contracting authority within a period of 10 calendar days; the expiry of the period pursuant to Article 134, Section 2 remains unaffected,
2. complaints of infringements of procurement rules that are evident in the tender notice are not submitted to the contracting authority at the latest by the expiry of the deadline for the application or by the deadline for the submission of bids, specified in the tender notice.
3. complaints of infringements of procurement rules that first become evident in the tender documents are not submitted to the contracting authority at the latest by the expiry of the deadline for application or by the deadline for the submission of bids,
4. more than 15 calendar days have expired since receipt of notification from the contracting authority that it is unwilling to redress the complaint.
Sentence 1 does not apply in the case of an application to determine the invalidity of the contract in accordance with Article 135, Section 1 (2). Article 134, Section 1, Sentence 2 remains unaffected.