Briefing session BID: EDT 008-20 MUNICIPAL ENERGY RESILIENCE (MER): PROJECT DEVELOPMENT SERVICES - National Treasury
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BID: EDT 008-20
MUNICIPAL ENERGY RESILIENCE (MER): PROJECT DEVELOPMENT
SERVICES
Briefing session
27 November 2020Agenda
1. Welcome
2. Introduction
3. Presentation of project TOR
1. Purpose
2. Background
3. MER project approach
4. Nature and scope of services
5. Contract and Project management
6. Responses
7. Evaluation
4. Presentation of SCM compliance
5. Q&A
6. Closing
2Description of bid
Bid Number: EDT 008-20
Bid Description: The Department of Economic Development and Tourism (DEDAT) seeks to
appoint a Service Provider, with extensive energy technical expertise and experience, to
provide project development services for phase 1 of the Municipal Energy Resilience
Project
Place where goods, works or services are required: Western Cape
Closing Date / Time: 22 December 2020 @ 11:00 am
Voluntary briefing session: 27 November 2020
https://etenders.treasury.gov.za/content/department-economic-development-and-
tourism-dedat-seeks-appoint-service-provider-extensive
3MER Project purpose
Objective:
• Project development support and capacity building, to implement renewable energy
projects, in municipalities across the province, for:
• municipalities,
• businesses and
• households,
• to generate, and procure and sell own power, including, but not limited to municipalities
transacting directly with IPPs (Independent Power Producers),
MER project duration: 3 years of which this tender is for 4 months January 2021 -May 2021
Aim: improving the energy resilience of municipalities through facilitating the implementation
of energy infrastructure development (public and private) for economic growth
Regional scope: Western Cape Province
Economic linkages: supports the post-Covid19 economic recovery and resilience plan,
addressing resource resilience, investment, ease of doing business and infrastructure
4Background
1. Economic recession & Covid19 pandemic crisis,
• Pre-Covid economic decline over past 10 years, with past 3 years GDP growth at less than 1%, credit ranking
downgraded to junk status in March 2020
• Post Covid - economy further contracting and fiscal debt mounting due to higher levels of unemployment.
2. Electricity crisis
• Load shedding started 13 years ago (2007) with Stage 6 load shedding experienced in December 2019
• load shedding outages in 2020 already surpassing the 2019 cumulative total.
• Integrated Resource Plan (IRP2019) estimated the short-term electricity gap to be in the range of 2,000-3,000MW
whilst January 2020 study by the CSIR suggests that the gap may be larger than 7,000MW.
• Municipalities under financial pressure to maintain electricity revenues – sales losses and low economic growth as
well as self generation
• Last 2 years (2019, 2020 YTD) deterioration dramatic and electricity price path unsustainable for economy
3. Power sector reform & Eskom crisis
• Centralised, monopoly based system – unbundling
• Eskom debt crisis – i.e. R480bn debt with municipal debt to Eskom over R30bn
4. National government energy response
• SONA - “…measures to rapidly and significantly increase generation capacity outside of Eskom… to enable
municipalities, in good financial standing, to procure their power from independent power producers (IPPs)”
• New Generation regulations amendements to ERA gazetted in October 2020
5. Climate Change
• signatory to the Paris Accord, Carbon Tax further puts further pressure on the economy
5MER 3 phase high level approach & plan
Phase 1: Business case, municipality and project Phase 2: Pioneering projects Phase 3: Project
identification, feasibility & pioneering project implementation at selected implementation in
roadmap municipalities municipalities across province
Municipal utility scale
procurement from
Independent Power
Producers (IPPs)
Implementation of
Distributed generation: pioneering
Build new generation
projects Implementation
capacity
Roadmap of of MER projects
projects based according to
New self-generation at
small-scale embedded
on municipal master plan for
generation (SSEG) scale and project WC
opportunity municipalities
Municipality
evaluation and
Energy Storage: Large selection
capacity
scale battery storage development for
future projects
Municipal
readiness/feasibili
ty evaluation
6Summary of Deliverables
Services Consultants expected outputs/deliverables/tasks
1. Business case development 1. Business case reports
• Defined, structured and finalised business cases by project component
(4) including different technology solutions and procurement
mechanism options
• Finalised criteria for selection of:
• Municipalities (including proposed amendments to the criteria if
required);
• energy solution & technologies; and
• transaction type / procurement mechanism.
2. Energy projects 2. Energy projects reports
development • Methodology for identifying pioneering projects
• Identification, evaluation and selection of potential pioneering energy
project opportunities according to project dimensions criteria.
• Pre-feasibility analysis of potential pioneering projects selected,
including evaluation by project dimension and scale
• Identification of pioneering projects for implementation in phase 2.
3. Pioneering projects 3. Pioneering projects roadmap reports
roadmap development • A roadmap of projects
(including plans to fill • Identification of municipal capacity development required Municipal
municipal capacity gaps) capacity development plan to address gaps for pioneering projects
7Contract and Project Management
• Provide monthly progress reports applicable according to outputs
• make allowance for meetings expected to be with up to 10 stakeholder groups (e.g.
relevant municipalities/forums) in order to obtain buy-in/inputs towards progressing the
work
• Presentation of the final report on all deliverables to an interdepartmental project steering
committee at the end of the project
• A monthly project progress meeting between the Director, project manager and lead
consultant and any other members of the service provider’s team as relevant
• Fortnightly check-in meeting between the project manager and the lead consultant.
• The service provider should make provision to make presentation at least once a month to
the steering committee to facilitate decision making on the project.
8Response
Document Title Content
Proposal The bidder should specifically respond to the specification of services and
outputs identified in Section 3: Nature and scope of services to be
provided, as well as in reference to the key parts of Section 2:
Background, specifically noting the project approach and phase 1. The
proposal should comprise the following:
1. Executive Summary - a brief overview of the assignment identifying the
main features and benefits of the proposed work.
2. Company / consortium / joint venture overview / profile (max 2 pages)
3. Understanding of the Scope of Work:
a. Response to the assignment including proposed solution to
delivering on the Scope of Work covering all items in Section 4: 5.1.
b. Proposed methodology & approach to the project including any
assumptions made and any additional insight and comments on
the assignment covering all items in Section 4: 5.2.
c. Project plan covering all items in Section 4: 5.3
9Response
Document Title Content
Proposed team/ CVs (max 2 pages per person) of the key personnel that will be working
individuals’ CVs on the project, clearing indicating the project lead and noting each
team member’s role, relevance and appropriateness to this project and
stating:
• Qualifications - Provide details of the skills and qualifications for each
individual and/or team member (see Section 4: 4)
• Number of years’ experience and expertise relevant to this assignment
-Provide details of the professional experience pertinent to the Scope
of Work (see Section 4: 1, 2 & 3)
• Synopsis of relevant projects that the individual and/or each team
member has worked on and, specifically, in complex programme &
project management, business case development and evaluation,
and electricity and power sector (see Section 4: 1, 2 & 3).
• Written confirmation that the key personnel (as defined in criteria 4 in
section 4) will be available for the entire duration of the contract at
the required allocation of 90%
10Annexure A: Table of Experience
Name of Aca Rate Hours References relevant Experience relevant to the Electricity/power sector-related
project qual per per to assignment assignment (Years) experience (Years)
team hour month Name Project Managin Business case Municipaliti Energy Transaction
members * of reference g teams development & es / local tech & & finance
& role Project (name of in evaluation government solution
reference, complex Catalytic Of
organisation programs infrast which
, year) / projects Energy
related
Lead
consultant
Key staff
Team
member
* Note as per section 5.4 of the TOR, it is anticipated that the lead consultant and 4 people spending most time on
the project (e.g. business case leads) will be at least 90% allocated to the project for the duration of the project 11Evaluation
Criteria: Functionality Weight Reference
Experience, expertise & qualifications 60
1. Lead consultant experience relevant to the assignment (highest relevance: 20 7.2,
energy-related and catalytic infrastructure-related). 7.3
Specific areas of experience required:
• managing teams in complex programmes / projects
• Business case development & evaluation
• Project prioritisation, planning & development
• Energy related policy and legislation
Highlight any of the above that are energy and / or catalytic infrastructure -
related and provide references for all areas of experience above
Clearly indicate the lead consultant in the proposal.
2. Key Staff experience relevant to delivery of the assignment, business case 15 7.2,
development and evaluation and Project prioritisation, planning & 7.3
development experience in catalytic infrastructure ideally in energy related
assignments.
Average experience of key staff (identify 4 people spending most time on the
project - e.g. business case leads - excluding the lead consultant):
Preference given to energy related experience and references for all areas of
experience above. Clearly indicate the main persons in the proposal.
12Evaluation
Criteria: Functionality Wei Refere
ght nce
Experience, expertise & qualifications 60
3. Electricity/power sector-related experience: technical, financial, economic 15 7.2,
development, legal & other knowledge required for assignment:
7.3
1. Municipalities/ local government
2. Energy technologies & solutions
3. Transaction/ procurement / financial (i.e. either IPP, PPA, PPP, RFP, concessional
financing, debt financing, blended financing mechanisms) (at least a minimum
of 3 years’ experience)
Clearly indicate the years of experience per team member for each of the above.
4. Qualifications of key personnel – lead consultant & other key staff (e.g. business 10 7.2,
case leads) & others (identify 5 people spending most time on the project) 7.3
13Evaluation (2)
Criteria: Functionality Wei Refere
ght nce
5. Response, methodology and project plan 40
5.1 Response to assignment, including insight, content and context. Demonstrate 10 7.1
comprehension and insight into assignment themes:
1. Business case development & evaluation
2. Project prioritisation, planning (roadmap) and development
3. MER project components (utility scale generation, sub-utility (distributed
generation, SSEG and energy storage), and
4. Energy project dimensions (municipalities, technology/solutions,
transactions/procurement).
5.2 Proposed methodology & approach, indicating logic and rationale of the 15 7.1
methodology and an innovative approach – evaluation dimensions:
1. Clear & concise approach
2. Clear & concise methodology
3. Logical flow and structure of proposal
4. Innovation displayed by comments on and insight into the most effective
manner of achieving the project’s aims, and
5. Clear and effective application of key staff experience & expertise to
assignment
14Evaluation (2)
Criteria: Functionality Wei Refere
ght nce
5.3 Proposed project plan elements appropriately covered in proposal: 15 7.1
1. Work breakdown structure
2. Timescales (Gant chart)
3. Deliverables/outputs
4. Milestones
5. Resources & the allocation thereof
6. Stakeholder management
7. Budget breakdown
8. Monitoring
9. Reporting/communication
• NB: Bids that score less than 70% of the points for functionality will be disqualified and not evaluated
further.
• Phase 3: Thereafter, only qualifying bids are evaluated in terms of the 80/20 preference points system,
where the 80 points will be used for price and the 20 points are awarded to the bidder for attaining B-
BBEE status level contributor in accordance with their BEE Certificate.
15Bidding Documents
Bidding Documents
WCBD 1: INVITATION TO BID
WCBD 3.3 PRICE SCHEDULE
WCBD 4: DECLARATION OF INTEREST
WCBD 6.1: PREFERENCE POINTS CLAIM FORM
Go to Insert > Header & Footer > Enter presentation name into footer field 17Important information on Bidding Documentation
WCBD 1 - Invitation to bid.
(Supplier address and details) WCBD 4 – Declaration of
Interest, Bidders Past SCM
WCBD 3.3 Price Schedule
(Indicate an all inclusive Practices
amount)
Common ‘Pitfalls’:
• Bidding documents not duly completed
• WCBD 4 form not certified by
commissioner of oaths, or, not valid any
longer
• Not submitting required documents as
per minimum requirements
WCBD 6.1: PREFERENCE
POINTS CLAIM FORM
(Bee points claimed
together with BEE
certificate needs to be
submitted
Go to Insert > Header & Footer > Enter presentation name into footer field 18Further Information
❑ Completed bidding documents to be submitted.
❑ Service providers must be registered on or in the process;
▪ Central Supplier Database(CSD) before the appointment. Please contact National
Treasury on (012) 315 5509 or email csd@treasury.gov.za
▪ Please note that if you are registered on the CSD, you also need to register on the
Western Cape Supplier Evidence Bank (WCSEB). Duly completed soft copies can
now be emailed to wcseb@westerncape.gov.za
➢ It is the responsibility of the service provider to ensure that they are compliant
in terms of Overall Tax Status and Banking Information is correctly captured
on CSD.
❑ No late bids will be accepted.
❑ Documentation enquiries: Lee-Ann Benjamin / Mark Sullivan at:
Lee-Ann.Benjamin@westerncape.gov.za
Mark.Sullivan@westerncape.gov.za
Go to Insert > Header & Footer > Enter presentation name into footer field 19Tender queries, documents and bid submission
Enquiries:Bidding documentation
Contact Person:Lee-Ann.Benjamin / Mark Sullivan
Email:Lee-Ann.Benjamin@westerncape.gov.za / Mark.Sullivan@westerncape.gov.za
Telephone number:(021) 483 9166 / 483 2349
Enquiries:Technical Specification
Contact Person:Ajay Trikam / Moyra Dick
Email:Ajay.Trikam@westerncape.gov.za / Moyra.Dick@westerncape.gov.za
Telephone number:(021) 483 9117 / 483 4165 / 483 9227
Where bid documents can be obtained:
Website: National Treasury Website (E-Tenders)
Physical Address:9th Floor, Department of Economic Development and Tourism, 80 St Georges Mall, Waldorf
Arcade Building, Cape Town
Where bids should be delivered:
Physical Address:Ground Floor, Tender Box (Economic Development and Tourism), NBS Waldorf Arcade Building, 80
St Georges Mall, Cape Town
Briefing presentations will be loaded immediately after the session
Q&A from the briefing session will be loaded by close of business Monday 30 November 2020
20Thank you
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