EUROPEAN UNION
CALL FOR TENDERS
INTERNATIONAL CALL FOR TENDERS
UNDER THE OPEN PROCEDURE, WITH SEALED TENDERS AND
AWARD CRITERION THE ECONOMICALLY ADVANTAGEOUS
TENDER FOR THE SELECTION OF THE CONSULTANT
FOR THE PROJECT:
Long Run Marginal Costs (LRMC) of generation,
transmission and distribution in the electricity
sector of Greece
ATHENS – 10th MAY 2006
This project is financed by:
3 CSF PROJECT 2000-2006 – Operational Program «Competitiveness»
(European Regional Development Fund – National Funds)
rd
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CONTENTS
1.
2.
2.1
2.2
Introduction and Background ................................................................................5
Scope of the Consultancy Services ........................................................................5
Objectives and main tasks of the Project ...............................................................5
Project Tasks and Time Schedule Requirements...................................................7
2.2.1
Methodological Framework Overview ..................................................7
2.2.2
Collection and Processing of Required Data ........................................8
2.2.3
Development of Consumer Categories and Load Profiles ....................8
2.2.4
Software for the Calculation of the Long Run Marginal Costs .............9
2.2.5
Estimation of Long Run Marginal Costs (LRMC) ...............................10
2.2.6
Overview and Implementation of Efficiency and Demand Response
Incentives .............................................................................................11
2.2.7
Examination of Scope of Using Hourly Meters ...................................12
2.2.8
Training................................................................................................12
2.2.9
Examination of Tariffs of the Regulated Power Utilities.....................12
2.2.10
Proposals for the Gradual Modification of the Current Tariff
Regime.…………………………………..…………………………...13
3. Participation .........................................................................................................13
4. Validity and Duration of Contract .......................................................................15
5. Deliverables and Time Schedules, other terms....................................................15
6. Budget ..................................................................................................................16
7. Remuneration – Terms of Payment .....................................................................16
8. Submission of Tenders.........................................................................................17
9. Distribution of the Call ........................................................................................17
10.
Clarifications....................................................................................................17
11.
Validity of Tenders ..........................................................................................17
12.
Tender Files .....................................................................................................18
12.1 Documents File ............................................................................................18
12.1.1
General Profile .....................................................................................18
12.1.2
Financial and Technical Declarations of the Consultant - Prior
Experience............................................................................................21
12.2 Technical Proposal File................................................................................22
12.3 Financial Proposal File ................................................................................23
13.
Submission and Evaluation procedure.............................................................23
13.1 Steps of the proceedings ..............................................................................23
13.2 Procurements Committee.............................................................................24
14.
Evaluation of Tenders ......................................................................................24
14.1 Technical Evaluation ...................................................................................25
14.1.1
Technical Evaluation Criteria ..............................................................25
14.2 Financial Evaluation ....................................................................................27
14.3 Final Marking of Tenders ............................................................................27
15.
Results - Contract Award.................................................................................27
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THE REGULATORY AUTHORITY FOR ENERGY (RAE)
OF THE HELLENIC REPUBLIC
Acting on its authority based on Law 2773/1999
LAUNCHES
an international Open Procedure Call for Tenders, for an estimated maximum budget
of one million two hundred forty nine thousand and five hundred euro (€ 1.249.500)
including all taxes and VAT, if applicable, with sealed Tenders and award criterion
the economically advantageous tender, for the selection of a Contractor for the project
«Long Run Marginal Costs (LRMC) of generation, transmission and distribution in
the electricity sector of Greece». The time limit for submission of Tenders shall be
thirty-six (36) days days from the day of dispatch of the relevant contract notice of
this Call to the Supplement of the Official Journal of the European Communities, as
provided for in the Directive 2004/18/EC, art.38 par. 4 and the prior information
notice sent to the Supplement of the Official Journal of the European Communities
no. 2006 S 14-015733, of 21.01.2006.
Participation is open to all private individuals or legal entities and groups of
companies or consortiums established in Greece or abroad – established according to
the laws of an EU member-state and have their statutory premises, central
administration or central installation within the European Union, the European
Economic Union and within the states that are parties to the Agreement on
government procurement of the WTO (GATT Agreement), and / or consortiums or
groups of companies that submit a joint Tender – that fulfill the legal, financial and
technical conditions of the present Call (hereafter referred to as “the Consultant”) and
possess the requested professional experience and adequacy, proven skills and
expertise in the fields given below:
ƒ Energy and Regulatory Policy
ƒ Economics of electricity markets
ƒ Electricity Rate Design
ƒ Marginal Cost Pricing
ƒ Load Profiling
ƒ Software Development and Customization
Consultants (private, legal entities, groups of companies, consortiums etc) wishing to
submit their fully binding Tenders should demonstrate (themselves alone and not their
potential subcontractors) significant specialized experience in the field of the project,
for at least the last three (3) years in Greece or abroad, as well as availability of highly
skilled and expert personnel to be assigned to the project. Consultants do not have the
obligation to form a consortium during the tendering procedure. Consultants should
also indicate in their Tender any share of the project they may intend to assign to third
parties as subcontractors. In the latter case, the experience of any potential
subcontractor shall be without prejudice to the question of the principal economic
operator’s (Consultant’s) liability and experience.
The present Call and the Contract that shall be drafted accordingly, as well as any
other contractual material, shall be governed exclusively by Directive 2004/18/EC of
the European Parliament and of the Council of 31.03.2004, Law 3310/2005, as
amended by Law 3414/2005, RAE’s By-laws (Greek Presidential Decree 139/2001–
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G.G.O.G. Α’ 121), the present Call and supplementary by §82 to 85 of Law
2362/1995 (G.G.O.G Α’ 247) and by Greek Presidential Decree 394/1996 (G.G.O.G.
Α’ 266), as in force. Greek Presidential Decree 346/1998 (Greek Government Official
Gazette Α’ 230) as amended by Greek Presidential Decree 18/2000 (Greek
Government Official Gazette Α’ 15), shall apply to the extent that it does not
contradict the provisions of Directive 2004/18/EC.
This project falls within the ambit of Action 6.4.3 of the Operational Program
«Competitiveness» of the 3rd Community Support Framework Project for Greece and
shall be co-financed 50% by the European Regional Development Fund and 50% by
National Funds. The aim of the European Regional Development Fund is to help
redress the main regional imbalances in the Community; whereas the ERDF therefore
contributes to reducing the gap between the levels of development of the various
regions and the extent to which the least-favoured regions and islands, including rural
areas, are lagging behind and to promoting economic and social cohesion by
correcting the main regional imbalances and participating in the development and
conversion of regions.
The original text of the present Call for Tenders has been drafted in English. No
Greek text or translation of the present Call into Greek is available.
1. Introduction and Background
1.1
The Regulatory Authority for Energy of the Hellenic Republic (RAE) is
established by Greek law 2773/1999, as an Independent Administrative
Authority with competence over the whole of the energy sector. Its
establishment falls within the framework of the harmonisation of Greek
legislation with the Community Directive 96/92/EC and is related to the
energy markets modernization policy in Greece.
1.2
With its Decision dated 11th January 2006, and again on 15th March 2006,
RΑΕ scheduled to launch the Call and award the contract of this project within
the present year, after relevant notice published in the Supplement of the OJ of
the European Communities, and according to the specifics laid herein, as were
decided upon and approved by RAE in its subsequent sitting of 10th of May
2006.
1.3
This Call will follow the “open procedure with prior publication of a tender
notice”. In this respect and by applying article 28 of Directive 2004/18/EC,
tenders within the framework of the present Call will be submitted according
to the model and contents specified in Chapter 12 herein and in the way
described below, within a deadline of thirty-six (36) days from the day of
dispatch of the contract notice of this Call to the Supplement of the OJ of the
European Communities.
2. Scope of the Consultancy Services
2.1 Objectives and main tasks of the Project
This project aims to:
(1) Prepare estimates of the long run marginal costs of generation, transmission
and distribution of electricity in Greece
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(2) Provide RAE with the required knowledge base and tools in order to fulfill its
responsibilities for the regulation of electricity tariffs in Greece.
(3) Provide a proposal for the modification of the tariff system based on which the
regulated power utilities should design and handle their tariffs to RAE for
approval. The proposal must take due note of the followings:
a) All economic costs should be fully reflected.
b) Efficient use of electricity should be promoted. In particular the
goal is to encourage reduced consumption during the peak period
of power demand, which will help reduce generation, transmission
and distribution investments in the long run.
c) The financial recovery of the regulated power utilities must be
secured in order to ensure their viability and enable future
expansion of their operations.
d) Fairness and equal treatment should be promoted by eliminating
cross subsidization from one consumer category to another.
(4) Devise a mechanism for the electricity tariff adjustment that should be flexible
and adaptable to the changing fuel and electricity prices under the competitive
market.
Upon completion of the project, the Consultant is expected to have delivered:
(a)
methods and detailed estimates of the long run marginal costs of generation,
transmission and distribution in the high, medium and low voltage sectors
(b)
an evaluation of the existing tariff structure and a proposal for its modification
to an effective, cost oriented one, as well as a comparison of both of these
tariff structures with the estimates of the long run marginal costs of
production, transmission and distribution, and
(c)
an analysis of the results and proposal of measures that may be taken in order
to remove existing distortions within the current tariff structures and promote
efficient pricing based on marginal costs (remove cross-subsidization among
consumer categories), whilst taking into consideration public service
obligations.
The main tasks of the project are the followings:
(i)
(ii)
(iii)
(iv)
(v)
Presentation of a detailed up-to date overview of the methods followed
by other EU member states for estimating the long run marginal costs of
generation, transmission and distribution and for the design of electricity
tariffs.
Collection and processing of all necessary data related to the electricity
market and are essential for the completion of the subsequent tasks.
Development of consumer categories, based on their load profiles, their
voltage connection level and their technical and behavioral
characteristics.
Development of the appropriate software tool in order to enable RAE to
evaluate the medium and long term marginal costs of the supply of
electricity in Greece.
Estimation of the generation, transmission and distribution marginal
costs on broad regional characteristics (that is rural versus urban areas,
or tourist versus industrial areas, etceteras) and time-differentiated basis.
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(vi)
Recommendation of measures to remove distortion from tariffs of the
regulated power utilities in order to implement a more efficient tariff
structure which will be based on cost orientation, ensuring the absence
of cross subsidization among different categories of consumers.
(vii) Preparation of a detailed, up-to date overview of the incentives which
other EU member states have implemented in order to promote
efficiency and demand response and assessment of their effectiveness.
(viii) Evaluation of the costs and benefits from installing telemeters for the
hourly metering of each consumer.
(ix)
Provision of training to the monitoring team of RAE on the calculation
of marginal costs, the rate design and the use of the software.
During the entire period of the project, the Consultant will have regular meetings (e.g.
once a week) with the monitoring team of RAE in order to discuss the progress of
their works. The monitoring team of RAE will have the right to also request other,
unscheduled, meetings with the Consultant. In any case, the frequency of the regular
meetings will be discussed between the Consultant and the monitoring team of RAE
with the latter taking the final decision. The meetings will take place at RAE’s
premises unless otherwise specified by RAE.
2.2 Project Tasks and Time Schedule Requirements
The objectives of the project, as they have been described in Chapter 2.1 hereinabove,
will be accomplished through completion of the tasks described below.
The project splits into two discrete phases. Under the first phase of the project
(PHASE A), the Consultant is expected to: (a) prepare the software and collect the
relevant data, and (b) prepare estimations for the long run marginal costs of
generation, transmission and distribution of electricity.
Under the second phase (PHASE B), the Consultant is expected to: (a) provide a
proposal for the modification of the tariff system based on which the regulated
power utilities should design and handle their tariffs to RAE for approval. and
(b) provide an assessment of how the new tariffs compare with the findings of the
long run marginal costs of generation, transmission and distribution that the
Consultant estimated under the first phase of the project.
More specifically, in PHASE B, the Consultant is expected to: (a) evaluate the tariffs
of the regulated power utilities and examine how these tariffs are compared with their
long run marginal costs, and (b) provide recommendations for the transition of the
existing tariff system of the regulated power utilities towards tariffs that are based on
their long run marginal costs.
For the purposes of this project, the Consultant has to take into account:
a)
the existing market rules, as described in the main text of the Greek Grid and
Exchange Code, without taking into consideration the rules for the transitional
period of the market, and
b)
the development of competitive wholesale markets and the expected opening
of the retail electricity market.
PHASE A
2.2.1
Methodological Framework Overview
The first task to be completed by the Consultant is to provide an overview of the
different pricing policies followed by the EU-15 member states in the electricity
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sector and to analyze the relevant information required for the design of efficient
tariffs. Attention must be given on efficiency adjustments which may have been
implemented.
For specific member states, as agreed between RAE and the Consultant, a further
analysis of pricing policy and their tariffs will be undertaken.
The Consultant will also review and present alternative methods for the design of
tariffs (i.e. average versus marginal cost). If there are any specific characteristics of
electricity markets that require appropriate approaches for tariff design, such features
and approaches must be considered. The required data for the implementation of each
method will be explicitly described. Remarks should be made on the availability and
the difficulty in obtaining and validating such data.
Furthermore, the Consultant will submit a detailed up-to date description of the
principles underlying marginal cost estimation in the electricity sector, referring
separately to the generation, transmission and distribution businesses. The Consultant
will present all the required assumptions and parameters in order to determine the
marginal costs of each business and therefore will be used in the software for the
marginal costs estimations. The data used for the marginal costs estimations must be
explicitly described.
Schedule: The methodology and the EU overview is expected to conclude two (2)
weeks after the kick-off meeting.
2.2.2
Collection and Processing of Required Data
The Consultant will prepare a detailed list with the required data for the completion of
the subsequent tasks of the project, to be collected from RAE, PPC, HTSO and/or
other official institutions. There must be recommendations for alternative data that
will be used in order to overcome any obstacles in obtaining such information. In case
that specific data are not available, assumptions will be made based on the EU
experience in collaboration with the monitoring team of RAE. The list of data will be
updated during the progress of the project according to the Consultants’ needs and the
approval of the monitoring team of RAE.
Indicatively, the data which is expected to be used include:
• Consumer load profiles per consumer category.
• Capital expenses per unit, for all available technologies and fuel
consumed.
• Fixed and variable expenses per unit.
• Transmission system and distribution network costs.
• Transmission system and distribution network loses per demand level.
• Other costs required for the calculation of the marginal costs of the
electricity system and the regulated power utilities.
Schedule: The initial list of the required data is expected to become available four (4)
weeks after the kick-off meeting. All data received from organisations other than RAE
(PPC, HTSO and/or other Institutions), will be also delivered to RAE.
2.2.3
Development of Consumer Categories and Load Profiles
The Consultant will develop consumer categories based on the obtained data and
according to at least the following characteristics:
(a)
Connection level: high, medium, low voltage.
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(b)
Broad regional characteristics: (i) Based on demographic criteria, that is urban,
semi-urban and rural areas (ii) Based on economic activity that is industrial,
tourist, agricultural area (iii) any other category recommended by the
Consultant.
(c)
Technical and behavioural characteristics such as seasonality, use of electricity
or other recommended by the Consultant.
The Consultant will develop time, day and season differentiated load profiles for each
consumer category. The profiles will be associated with day-of-the-week (e.g.
Monday through Sunday), holidays (e.g. Christmas, Easter), hours of daylight and
ambient temperature conditions (e.g. Daily Maximum and Minimum dry bulb
temperatures).
The load profiles can be calculated from data collected by the Consultant or provided
by the regulated power utilities. If not available otherwise, they could be based on EU
experience.
Schedule: Consumer categories and load profiles are expected to be concluded by
month two (2).
2.2.4
Software for the Calculation of the Long Run Marginal Costs
Models and software will be developed in order to calculate the long run marginal
costs for the supply of electricity in Greece. The software will encompass the
following:
a. An optimization tool that considers the future development of the Greek
electricity production system by replicating the system planning process.
The optimum expansion of the generation system will be based on the
minimization of the present value of the total costs (operating, investment,
capital) by taking into account explicitly the following factors:
- Technical characteristics for the existing and new electricity
generation technologies (technical minimum, maximum capacity, heat
rates at minimum and maximum capacity, forced outage rates and days
of scheduled maintenance).
- Economic characteristics for the existing and new electricity
generation technologies (fuel expenses, fixed and variable operation
and maintenance expenses, initial investment expenditures, and
operational life).
The optimization tool will provide the optimum expansion plan of the
electrical generation system, the load factor of different generation units
and the present value of the production and investment costs.
b. An optimization tool that considers the future development of the Greek
electricity transmission system. The optimum expansion of the
transmission system will be based on the minimization of the present value
of the total transmission costs by taking into account explicitly the
following factors:
- The maximum capacity of the supply nodes of the transmission system
which will be differentiated by time.
- The load of the demand nodes of the transmission system which will
be differentiated by time.
- Typical unit expenses for the increase of the capacity of the
transmission system in case of congestion problems. These expenses
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are expected to be calculated for typical configuration for the
expansion of the transmission system.
c. An optimization tool that considers the future development of the Greek
electricity distribution system under different cases (for example urban and
rural areas). The optimum expansion of the distribution system will be
based on the minimization of the present value of the total distribution
costs by taking into account explicitly the following factors:
- The maximum capacity of the supply nodes of the distribution system
which will be differentiated by time.
- The load of the demand nodes of the distribution system which will be
differentiated by time.
- Typical unit expenses for the increase of the capacity of the
distribution system in case of congestion problems. These expenses are
expected to be calculated for typical configuration for the expansion of
the distribution system under different cases (for example urban and
rural areas).
d. A cost allocation tool, which will split the total marginal costs evaluated
by the optimization tools (for generation, transmission and distribution
systems) into consumer categories specified by the tool user. The cost will
be allocated separately for each individual cost element. The user will be
able to set the allocation principles upon which the costs will be split to
each category.
It is envisaged that the software, as well as each of its components, will be offered to
RAE with perpetual licence and optionally with annual maintenance and support fees.
Such fees, after the first year of the deliverance, related to the maintenance, support or
upgrading of the software, will be covered by RAE.
Apart from the software, the deliverables of this task will include:
• Description of the applied theories.
• The objectives of each step.
• The way that information is used in each step.
• The assumptions made due to lack of data availability and the possible
problems that arise from using alternative information.
• The findings of studies that have been carried out in the past will be
considered, analyzed and updated.
• A detail manual, with all necessary theoretical background, including
examples, for using the software described.
Schedule: The design of the tools will be completed by month four (4) after the kickoff meeting. Software implementation of the tools will be completed by month five
(5). Improvements and modifications may take place during the tariff structure
comparison and medium and long term simulation tasks.
2.2.5
Estimation of Long Run Marginal Costs (LRMC)
The Consultant will analyse how a marginal change in demand or load of electricity
(KWh and KW) affects the generation expenses in the long run. Coincidently, the
Consultant will examine how a marginal change of the available capacity of
generation, on different locations of the grid affects the long run marginal costs of
transmission and distribution.
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Thus, the method for estimating marginal generation, transmission and distribution
costs should be based on the system planning process. Therefore, the estimation of the
long run marginal costs will take into account the efficient system expansion, which
will be modelled by the Consultant. That is decisions for new investments in
generation units and new transmission and distribution lines will be based on an
optimum system operation.
The long run marginal costs will be decomposed into their elements (generation,
transmission, distribution) and their estimation will be carried out separately for each
of the following:
2.2.5(a)
Long Run Marginal Costs of Generation
Estimation of the long run marginal costs of generation will be carried
out under a number of scenarios for the most important marginal costs
drivers, like fuel prices, hydrological conditions and the future mix of
generation technologies. The dependence of the marginal costs on each
of these drivers will be analyzed in detail, and where possible, the
Consultant will provide simple formulas to quantify the effect of each
cost driver on the long run marginal costs.
The Consultant will incorporate these estimations in the software tool
described in 2.2.5.
Estimation of the long run marginal cost of generation will be allocated
separately to the three electrical markets in Greece that is the wholesale
energy market, the market for capacity and the market for ancillary
services.
2.2.5.(b)
Long Run Marginal Cost of Transmission
Estimation of the long run marginal cost of transmission will be carried
out separately for each of its cost elements (for example losses,
expansion of transmission system, new connections to customers).
The estimation will be made under a number of scenarios concerning
future expansion of the transmission system.
2.2.5.(c)
Long Run Marginal Cost of Distribution
Estimation of the long run marginal cost of distribution will be carried
out separately for each of its cost elements (for example medium or
low voltage, losses, expansion of distribution network) and per
geographical area (for example urban, rural, semi-rural or industrial or
tourist area).
The estimation will be made under a number of scenarios taking into
consideration the future expansion of the distribution network.
Schedule: Long run marginal costs estimations must be completed by month seven
(7).
2.2.6 Overview and Implementation of Efficiency and Demand Response Incentives
The Consultant will describe the conceptual framework for the effective integration of
incentives used to induce efficiency and demand response among consumers.
Different incentives implemented in the EU member states will be described and
assessed in relation to their effectiveness. Based on the results and proposals of the
above tasks, recommendations about appropriate incentives for Greece will be
proposed.
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The Consultant will be able to demonstrate the way that the application of the
proposed incentives is expected to affect the marginal costs of generation,
transmission and distribution for specific types of consumers.
The Consultant is expected to perform a cost-benefit analysis of each proposed
incentive. The time schedule for the application of each incentive should be provided.
Schedule: This task will be completed by month eight (8).
2.2.7
Examination of Scope of Using Hourly Meters
The Consultant will analyse the option of replacing all existing meters with hourly
meters, by doing a cost-benefit analysis. The analysis will also consider the
importance of the hourly meters in the opening of the market, their impact on the load
profiles and the potential increase of the load factors.
In particular the goal is to encourage less consumption during the periods of peak
demand, which will help reduce generation, transmission and distribution costs in the
long run.
The relevant experience and policy in the other EU member states will be reviewed
and presented.
Schedule: This task will be completed by month nine (9).
2.2.8
Training
The Consultant is expected to train the monitoring team of RAE on long run marginal
costing, rate design and the use of the software. In addition two (2) short seminars
will be offered at the middle and at the end of the project.
• The Consultant will train the members of the RAE’s monitoring team on the
economic and technical parameters of marginal costs estimation and rate
design. The training will also provide the monitoring team with the required
knowledge to overpass probable difficulties in designing tariffs. The
monitoring team will be also trained in the use of the software and the
adaptation of the parameters according to the desired pricing policy of RAE.
The parameters with the high materiality for the results will be highlighted.
and characterised according to the possible use of alternative data.
• Two one-day open seminars focusing on the results of the project will take
place. RAE’s staff and any other invited by RAE will participate.
• The monitoring team has the right to ask the Consultant by email or
telephone for any clarification or assistance or advice for a period of at least
3 months after the completion of the project.
Schedule: This task will be completed by month ten (10).
PHASE B
2.2.9
Examination of Tariffs of the Regulated Power Utilities
The Consultant will analyze the tariff structure of the regulated utilities and compare
it with the results of the marginal costs estimations completed in Phase A.
Furthermore, the Consultant will propose efficient tariffs for each consumer category,
based on the software, the load profiles and the long run marginal costs of production,
transmission and distribution. The efficient tariffs will be used for the evaluation of
the proposed tariffs by the regulated power utilities for each consumer category.
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A detailed analysis of the results will be provided, including an analysis of all cross
subsidies among the consumer categories in the tariffs.
Schedule: This task should be completed by month thirteen (13).
2.2.10
Proposals for the Gradual Modification of the Current Tariff Regime
The Consultant is expected to recommend methods that may be followed by RAE for
the modification of the existing tariffs of the regulated power utilities to a tariff
structure appropriate for the liberalised electricity market in Greece. The new tariffs
must cover a time period of at least five (5) years.
The proposals should refer to each consumer category, allowing consumers to incur
(or avoid) marginal costs as their demand increases (or decreases) and thereby
promoting the overall efficiency with which energy is consumed and avoiding cross
subsidisation.
The proposed methods must show minimal transition costs from the existing tariffs of
the regulated power utilities to an efficient tariff structure, while the irregularities that
are caused by the public service obligations are minimized.
The impact of the oil prices on the tariffs shall be considered and tariffs must have an
automatic mechanism for the updating of tariffs in relation to oil price changes.
Schedule: This task will be completed by month fifteen (15).
3. Participation
Participation is open to all private individuals, private or public law legal entities,
their groupings or consortiums (hereafter referred to as “the Consultant”), that submit
a joint Tender and are established in Greece or abroad – established according to the
laws of an EU member-state, or an European Economic Union member state or a state
that is party to the Agreement on government procurement of the WTO (GATT
Agreement) – and have their statutory premises, central administration or central
installation within the European Union, the European Economic Union and within the
states that are parties to the Agreement on government procurement of the WTO
(GATT Agreement).
Groupings in specific do not have the obligation to vest a specific legal form during
the tendering procedure. In case though of contract award to a grouping, said grouping
might be asked to form a consortium. In the latter case the grouping should do so.
Each Member of the consortium will then be held jointly and in full liable towards
RAE for the entirety of the project.
Those not fulfilling the criteria of paragraphs 1 and 2 of article 45 of Directive
2004/18/EC and supplementary the criteria laid down by articles 24-27 of Greek
Presidential Decree 346/1998, as in force and to the extent that its provisions are not
contradictory to those of the aforementioned Directive, shall be excluded from the
participation in a public contract and in particular in case of:
1. a Tenderer who has been the subject of a conviction by final judgement of which
RAE is aware for one or more of the reasons listed below:
a)
participation in a criminal organization, as defined in Article 2(1) of
Council Joint Action 98/773/JHA,
b)
corruption, as defined in Article 3 of the Council Act of 26th Μay 1997
and Article 3(1) Joint Action 98/742/JHA respectively,
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2.
c)
fraud, within the meaning of Article 1 of the Convention relating to the
protection of the financial interests of the European Communities,
d)
money laundering, as defined in Article 1 of Council Directive
91/308/ΕEC of 10 June 1991 on prevention of the use of the financial
system for the purpose of money laundering,
a)
A Tenderer who is bankrupt or wound up, or where his affairs are
being administered by the court, or where he has entered in an
arrangement with creditors, or where he has suspended business
activities or is in any other analogous situation arising from a similar
procedure under national laws and regulations,
b)
is the subject of proceedings for a declaration in a bankruptcy, for an
order for compulsory winding up or administration by the court or of
an arrangement with creditors or of any other similar proceedings
under national laws and regulations,
c)
has been convicted by a judgment which has the force of res judicata in
accordance with the legal provisions of the country of any offence
concerning his professional conduct,
d)
has been guilty of grave professional misconduct proven by any means
which RAE can demonstrate,
e)
has been unappealably excluded from any Public Authority or Public
entities for not fulfilling their contractual obligations,
f)
has not fulfilled his obligations relating to the payment of social
security contributions in accordance with the legal provisions of the
country in which he is established or with those of Greece,
g)
has not fulfilled his obligations relating to the payment of taxes in
accordance with the legal provisions of the country in which he is
established or with those of Greece,
h)
is guilty of serious misrepresentation in supplying the information
required under this Chapter or has not supplied such information,
i)
3.
any other foreign legal or physical entity that is the subject of the
above noted penalties.
Further excluded from the participation in a public contract are:
a)
Greek stock companies not submitting the documents and certificates
provided for in Law 3310/2005, as was amended by art. 8 of Law
3414/2005,
b)
Foreign stock companies not submitting equivalent documents according
to the legal provisions of their country in which they are established,
c)
Tenderers not submitting a Bank Guarantee for Participation according to
the provisions laid down in Chapter 12.1.1 of the present Call,
d)
Foreign legal or physical entities that do not submit the whole of their
documents of Chapter 12.1.1 officially translated into Greek.
It is stressed that in the case of a submission of a joint Tender, all the above noted
conditions for disqualification apply equally to all parties to said Tender. If there is a
reason for disqualification of even one of the parties, the whole joint Tender will be
disqualified on this account.
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4. Validity and Duration of Contract
Following RAE’s Decision on the award of the Contract, the Consultant shall be
invited for the signing of the agreement within a peremptory period set by RAE.1
Upon signing, the Consultant will submit a Bank Guarantee for Good Performance
amounting to 20% of the contract sum.
Should the Consultant not proceed with the signing, RAE reserves the right to revoke
its award Decision and proceed with the award of the Contract to another Tenderer,
according to the Final Marking Table (see Chapter 13.1 of the present Call).
The project shall commence upon signing of the Contract.
The total duration of the Consultant’s effort shall not exceed a period of ten (10)
months for PHASE A and a period of five (5) months for PHASE B following signing
of the Contract. This period can be prolonged upon mutual agreement of both parties
as to the terms of such prolongation and in no case shall this prolongation exceed the
30th November 2008.
5. Deliverables and Time Schedules, other terms
Deliverables and the associated time schedule have been defined under the task
description in Chapter 2.
In particular, these include:
D1:
European experience in long run marginal costs and tariffs. Schedule: Week 2.
D2:
List of required data. Schedule: Week 4.
D3:
Consumer load profiles. Schedule: Month 2
D4:
Software comprised of an optimization tool for the generation, an optimization
tool for the transmission system, an optimization tool for the distribution
system and an allocation tool to split the marginal costs to consumer
categories together with detailed manual. Schedule: Month 5
D5:
Estimation of the long run marginal costs for generation, transmission,
distribution. Schedule: Month 7
D6:
Demand response overview and implementation. Schedule: Month 8
D7:
Study on the scope of using telemetering. Schedule: Month 9
D8:
Training. Schedule: Month 10
D9:
Examination of tariffs of the regulated power utilities and proposal for tariffs
that reflect the long run marginal costs. Schedule: Month 13
D10: Proposals for the gradual modification of the current tariff regime. Schedule:
Month 15
1
Before the contract is signed, control and approval by the Court of Audit of the Hellenic Republic takes place,
according to the provisions of par. 27 art. 12 of Law 3310/2005.
Furthermore, cross-checking and control of data – with regards to incompatibility or prohibition of the
Consultant, due to his capacity – is performed by the Greek High Authority on Radio –Television, according to
the purport and under the conditions of the provisions of art. 3, 4, 5 and 8 of Law 3310/2005 (regarding
nominalization of stocks), as was amended by the provisions of Law 3414/2005 and in line with passage b par.
1 art. 45 of Directive 2004/18/EC/31.03.2004. The Consultant shall then furnish the relevant Certificate to
RAE. Within the ambit of the aforementioned control and in the case of contract award to a Greek stock
company, the latter has the obligation (according to art. 3 of Greek Presidential Decree 82/1996, as amended
by par. 7 art. 8 of Law 3310/2005) to provide to the High Authority before contract signing the documents
described in par. 2 art. 1 of .P.D. 82/1996. Finally, in case of contract award to a consortium / group of
companies, control of concurrence of incompatibility shall be performed independently for each and every
member of the consortium / group, given that the provisions of par. 4 art.3 of Law 3310/2005 – as amended by
Law 3414/2005 – apply.
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The reports and documents prepared as part of the project shall be submitted by the
Consultant both in hard and electronic copy.
The working language and the language of the training seminars can be English.
However, the final deliverables will be submitted by the Consultant in both Greek and
English languages. The Greek version will prevail.
The Consultant should foresee regular and close cooperation with RAE during all
phases of the project. The rendering of the Consultant’s services shall take place in
RAE’s premises, in his own and in any other location where the data necessary for the
implementation of the project can be obtained.
RAE shall make available to the Consultant any information and datum that will
possess as to the proper implementation of the project.
RAE’s setting of a new deadline for re-submission of any of the Consultant’s Reports
/ Deliverables shall in no case result in an extension of the deadline for submission of
subsequent Reports / Deliverables, notwithstanding an express approval as to the
contrary by RAE.
Members of the Consultant’s Project Team that have undertaken the implementation
of specific Tasks (either members of the Consultant’s personnel or external
assistance), can be replaced only after RAE’s relevant approval. RAE may request the
replacement of members of the Project Team during all phases of the project.
6. Budget
The total estimated budget of this project shall not exceed the amount of one million
two hundred and forty nine thousand and five hundred euro (€ 1.249.500) for both
phases A and B. This amount is inclusive of VAT, if applicable and of any other
direct and indirect taxes and duties in connection with the performance of services by
the Consultant and generally all and every tax duty imposed by any applicable law.
This amount is also inclusive of all cost elements necessary for the implementation of
the project. It is expected that the actual contract sum will reach a much lower level.
7. Remuneration – Terms of Payment
The selected Consultant will be remunerated as follows:
(1) Thirty percent (30%) of the total Contract sum, including VAT if applicable,
upon completion - and relevant acceptance by RAE - of deliverables D1-D3, as
set out in Chapter 5 of the Present Call.
(2) Thirty percent (30%) of the total Contract sum, including VAT if applicable,
after acceptance of deliverables D4-D5 as set out in Chapter 5 of the present
Call.
(3) Twenty percent (20%) of the total Contract sum, including VAT if applicable,
after acceptance of deliverables D6-D8 as set out in Chapter 2.2.5 and Chapter 5
of the present Call.
(4) Twenty percent (20%) of the total Contract sum, including VAT if applicable,
after acceptance of Deliverables D9-D10 as set out in Chapter 2.2.6 and Chapter
5 of the present Call.
For execution of each payment to the Consultant, relevant legal invoices / documents
will be requested. Justified reductions according to the law in force and relevant
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circulars issued by the Ministry of Finance will be applied on each invoice submitted
by the Consultant.
8. Submission of Tenders
Tenders (one copy) are submitted by registered mail, hand or courier delivery to
RAE’s address: Panepistimiou 69 & Aeolou Str., GR 10564 Athens, Greece.
Deadline for receipt of proposals at the premises of RAE: 13th July 2006, on 11:00
a.m hours, to the attention of the Procurements Committee.
Tenders, and in particular the Technical Proposal, should be submitted in the English
language.
9. Distribution of the Call
The present Call is available at RAE’s website, www.rae.gr.
No record of receipt of the Call will be kept.
RAE makes every effort to ensure but cannot guarantee that the documents laying in
its website are correct and complete.
Information: Ms. Andy Kontoudakis, tel. 210-3727410.
10. Clarifications
10.1
Questions and clarifications may be addressed to RAE by e-mailing to
[email protected], up to sixteen (16) days prior to the deadline of receipt of
Tenders. Replies are provided by RAE, or by its specially appointed agency,
via e-mail. Additionally, RAE will post at its website within a reasonable
time frame a common reply, addressing all questions and clarifications
requested by the Tenderers according to the above noted procedure.
10.2
Tenderers may in no way claim clarifications offered by word of mouth on
behalf of RAE’s personnel, all communications with regards to this Call
being in writing.
11. Validity of Tenders
The Tender is binding for the Consultant for a time period of a hundred and eighty
(180) days, starting the next day from the deadline for submission of Tenders. Tenders
setting a shorter period of validity are considered unacceptable and thus are
immediately rejected.
In case of an extension in the validity of the Tenders, the Procurements Committee of
the project will address a written demand to the Tenderers, at least ten (10) days prior
to the expiration date, to extend the validity of their Tender for a given period.
Tenderers should reply in writing within three (3) working days.
Notice of the award of the Contract can be posted even after expiration of the validity
of the Tender concerned, with a binding effect as to the Consultant concerned only
after his acceptance of such notice.
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12. Tender Files
All Tenders are submitted in one (1) original, sealed envelope bearing the indication:
TENDER
Call for Tenders under the Open Procedure for Award of the Contract «Long Run
Marginal Costs (LRMC) of generation, transmission and distribution in the electricity
sector of Greece»
Deadline for submission of Tenders: 13/07/06
and the name and full details of the Consultant (address, no, city, P.C. tel., fax, e-mail,
etc). Every page of the Tender should bear the signature of the legal representative of
the Consultant and be numbered unintermittently.
Each Tender should include three (3) sealed inner Files:
1. A File named «Documents»
2. A File named «Technical Proposal»
3. A File named «Financial Proposal»
Tenders that according to the Procurements Committee judgment are vague and nonassessable, or contain clauses variable or undetermined and/or conditional to those set
out by the present Call, are considered unacceptable and are thus rejected.
The Tender submitted should cover every clause of the present Call, which in whole
are considered compulsory and substantial, unless otherwise and expressly set out.
12.1 Documents File
In order to ascertain their qualifications, their professional reliability, the financial
credibility and generally their financial status, as well as their technical qualifications,
the Tenderers should include in their Tender the following supporting documentation:
12.1.1 General Profile
Case- by-case supporting documentation and relevant other documents.
(1)
Cover Letter.
(2)
Candidate’s Identification Sheet, bearing information as to the corporate name,
organization, address, contact numbers etc as well as the Tenderer’s legal
status and VAT number.
(3)
Certificate issued by the competent administrative or legal Authorities
establishing that the Tenderer is not in a situation of bankruptcy, liquidation,
compulsory administration of property (escrow proceedings), under
composition in bankruptcy or in any analogous situation and additionally that
there he has not been the subject of bankruptcy proceedings, liquidation
proceedings, or any court decision for commencing escrow proceedings or
composition in bankruptcy proceedings or pending proceedings for any
analogous situation.
(4)
Decision by the Board of Directors or of equivalent competent agency of the
Tenderer for approval of his participation to this Call, for approval of his
participation in the specific group / consortium / joint-venture (if such is the
case), for the appointment of a legal representative, for acceptance of joint
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responsibility of all partners of the group / consortium / joint-venture (if such
is the case) and of their percentage in it.
(5)
Proof of Tenderer’s legal existence and status (such as Articles of Association,
General Assembly’s decision for B.o.D. selection, B.o.D.’s decision for
convening, etc.).
(6)
Certificate of enrolment, as prescribed in his country of establishment, in the
relevant professional or trade registers.
(7)
Valid abstract of the Tenderer’s criminal record (in case of physical entities),
issued by the competent administrative or judicial Authorities in the country of
origin three months prior to the date of submission at the most, establishing
that the Tenderer has not been convicted for any offence with regards to:
¾ his professional activities and
¾ the offence of participation in a criminal organization, as defined in Article
2(1) of Council Joint Action 98/773/JHA.
In case of legal entities, the abstract of the criminal record shall be furnished
for the members of the Board of Directors / Trustees / Partners that have
powers of representation and in general for those managing and representing
each company form.
(8)
Certificate by the competent authority, establishing one has fulfilled one’s
obligations relating to the payment of social security contributions in
accordance with the legal provisions of the country in which one is
established, or with those of the country of the contracting authority, and valid
for at least two (2) months after its issue.
(9)
Certificate by the competent authority establishing one has fulfilled one’s
obligations relating to the payment of taxes in accordance with the legal
provisions of the country in which one is established, or those of the country
of the contracting authority and valid for at least two (2) months after its issue.
(10)
In the case of submission of a joint Tender by a group / consortium / jointventure, a constitution deed is required as well as a relevant statement of
responsibility from which the leader of the union of companies / consortium,
who also has the right to submit and sign all Tender or other relevant to the
Tender documents, can be clearly deducted, and in the case of legal persons
using subcontractors or associates, written association agreement. The Tender,
or the constitution deed, should clearly indicate the quantity, percentage or the
part of the project that each of the member will undertake. The
documentation mentioned in points (3) to (9) hereinabove is required only
for the legal person submitting the proposal, while in the case of a
consortium such documentation shall be furnished for each member of
the consortium. In the case of contract award to a group / consortium / jointventure, the latter should furnish a constitution deed and a relevant proxy, duly
validated and certified by the competent authority.
In the case where due to force majeur or for any other reason of impossibility a
member of the group / consortium / joint-venture cannot fulfill the obligations
deriving from the group / consortium / joint-venture during the phase of
evaluation of the Tenders, the rest of the members continue to be held
responsible of the joint Tender in whole and for the same rate. If the same
impossibility occurs during the implementation of the contract, the rest of the
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(11)
(12)
members bear the responsibility of fulfilment of the contract with the same
rate and the same terms and conditions.
In both cases, the rest of the constituting parties of the group / consortium /
joint-venture can propose a replacement. The replacement can only be
accepted after RAE’s decision or a decision by its appointed agency, following
relevant recommendation by the Procurements Committee.
In the case of submission of the Tender by a stock company, the documents of
art. 8 of Law 3310/2005, as was amended by art. 8 of Law 3414/2005 - and for
each and every case of stock company cited therein - should be furnished,
according to the laws of the state in which it is established (nominalization of
stocks).
ORIGINAL Bank Guarantee for the participation in the Tender, equal to 5%
of proposed project cost, amounting to € 62.475, on a penalty for nonsubmission. This Guarantee for Participation will be returned to the selected
Consultant and all other Tenderers within a period of five (5) days from
signing of the contract and after further submission by the selected Consultant
of a Bank Guarantee for Good Performance, as specified below.
The Bank Guarantee for Participation should either be of indefinite time
validity, or be valid until our written notice to the issuing institution, or else be
valid for at least one (1) month after the expiry of the Tender’s validity period,
according to this order of precedence, and should be issued by credit
institutions or other legal entities that lawfully operate in Greece or in any
other EU or EEA member states or in third countries that are parties to the
Government Procurement Agreement of the WTO, that has been ratified by
Greek Law 2513/1997 and possess, according to the laws of such states, the
right to do so.
The selected Consultant will be further asked to provide a Bank Guarantee
equal to 20%, of the proposed project cost for Good Performance. The validity
period of such Bank Guarantee should extend for a further period of two (2)
months after the contractual date of completion of the project. This bank
guarantee is returned to the Consultant after fulfilment of his contractual
obligations and approval of the Final Report.
In case of Consultants maintaining their official seat abroad, the documents of art. (3)
- (10) hereinabove are issued according to the laws and practices of the country of
their residence.
For the documents of art. (11) hereinabove in particular and in the case where the law
in the country in which they maintain their official seat does not provide for such
obligations (i.e. as to the registration/nominalization of stocks), Consultants should
provide a relevant Certificate from the competent authority, or, if such Certificate is
not provided for, a statutory declaration of the company’s legal representative as to
such non-obligation.
True copies of original documents are certified according to the Greek legislation. The
applicability of the provisions of Law 1497/84 (G.G.O.G. Α΄188) regarding the
authentication of foreign public documents (Apostille) should be considered.
All documents should be submitted in original.
Documents File should be unintermittently numbered and signed.
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No supplementary documents can remedy any lack or omission of the submitted
Documents File - part 12.1.1 General Profile.
If the above noted documents are not submitted according to the provisions laid
herein, the Tender shall be considered null and void.
12.1.2 Financial and Technical Declarations of the Consultant - Prior
Experience
1. Declarations with regards to the expertise and the Tenderer’s available
infrastructure, professional experience and know-how, financial credibility and
solvency and technical competence. This section shall necessarily include the
following documents:
(1)
Details of the firm (name, address, tel., name of the legal representative
and contact person for the Tender).
(2)
Description of Business Structure (legal status, organogram, business
range).
(3)
Description of all professional activities of the Tenderer: businesses,
services, clients.
(5)
Description of financial data (capital and shares, turnover, profits).
(6)
Balance sheets of at least the previous three (3) years for those bearing
the obligation under the law of drafting balance sheets, as well as
annual turnover data establishing his financial status.
(7)
Statutory Declaration with regards to the total turnover pertaining to
the provision of similar to the project services during the previous three
(3) years and relevant analysis.
(8)
List and description of the total of the personnel of the Tenderer, job
description, professional status, type of employment etc.
(9)
Declaration as to the level of technical infrastructure relevant to the
present Call.
(10)
Description of the means and infrastructure available for the
implementation of the project.
2. Past Relevant Experience of the Tenderer. This section includes the following:
(1) A detailed description of Tenderer’s past experience, especially
references on previous experience in consulting on the subject of this
project
(2)
List of private or public sector entities – recipients of the services of the
Tenderer and the relevant similar projects undertaken during the last (3)
years and their description, as well as of the role assumed by the
Tenderer.
(3)
In particular, detailed description and record of recent and extensive
experience of the Tenderer in the three (3) most recent projects bearing
significant similarities with the project in question during the last three
(3) years.
(4)
Detailed CVs of the Consultant’s personnel committed to work for the
project, presentation of their qualifications, description of their
experience, with emphasis on their technical / professional capacity
relevant to their work on this project.
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Given the fact that all the documents of par. 2 hereinabove will form the basis for the
qualitative selection of the Tenderers, these should be as analytical and substantiated
as possible, in order to present a clear picture of the Tenderer’s past experience in
similar projects like the project in question.
Any existence or combination of unfavorable or insufficient financial or technical
characteristics of a Tenderer may result in barring of the Tender from any further
evaluation on the grounds of a dully justified opinion of the Procurements Committee.
Any lack or inaccuracy of a document established after relevant control will entail the
rejection of the Tenderer whose documents were found inaccurate or incomplete. In
any case, and specifically for the Declarations provided for in art. 12.1.2, the
Procurements Committee can order in writing the provision of any supplementary
documents, within a specific deadline.
Where the Tenderer does not participate in person, he can be replaced by his legal
representative, delegated in this respect (by proxy).
If the above noted documents and declarations are not issued in the country of origin,
they may be replaced by the Tenderer’s affidavit before a judicial or administrative
Authority, notary or the competent professional agency in the country of origin. In the
cases where in a Tenderer’s country of origin an affidavit is not foreseen, this can be
replaced by a statutory declaration, in which the signature is authenticated by the
competent judicial or administrative authority or a notary.
12.2 Technical Proposal File
The File consists of a single section containing information and implementation
description for the below noted:
1. A presentation of the understanding by the Consultant of the problem and the
general methodological approach he proposes to follow.
2. A description of the services to be offered, as envisaged by the Consultant by
Task, the corresponding methodology, and the proposed consultation and
reporting requirements.
3. Timetable of the project and deadlines for the deliverables, according to the terms
of the present Call.
4. Software implementation.
5. Detailed description of the organogram to be established for the management of
the Project. Detailed proposed time schedule and project organization including
assignment of persons to each project task with mentioning of man-hours (mandays, man-months) per person and task.
6. Detailed presentation and relevant substantiation of the composition of the
proposed project team, based on their technical qualifications and relevance as
presented in par. 2(4) of Chapter 12.1.2 and in combination with the technical
demands of the project.
7. List of the personnel and the external experts to be appointed by the Consultant
for the Project, programming skills, description of the position and duties assigned
to each one of them.
8. Description of other projects that members of the Project Team will be occupied at
the same period that might create conflicts of interest.
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12.3 Financial Proposal File
A financial proposal for the consultancy services, indicating a lump-sum for total
project cost and relevant breakdown by task and type of service (algorithmic design,
software design, software programming, consulting etc.). No readjustment of prices
will be accepted. Prices must be quoted inclusive of applicable VAT.
13. Submission and Evaluation procedure
13.1 Steps of the proceedings
1. The proceedings will be conducted by the Procurements Committee appointed
after RAE’s Decision. RAE, upon recommendation by the Procurements
Committee, controls the Documents File, evaluates the Technical and Financial
Files and awards the Contract.
2. The unsealing of the Tender File (Documents File only) will take place in RAE’s
premises on the date and hour set at Chapter 8 of the present Call. Unsealing of
the Technical (at first) and Financial (consequently) Files will take place on a date
and hour communicated to the Tenderers in due time and in writing.
3. Each Tender File is unsealed and the existence within it of the inner three (3) Files
is ascertained. If any of the enclosed Files within the Tender File described in
Chapter 12 of the present Call is missing, the Tender will not be accepted by the
Procurements Committee and will be returned to the Tenderer, without opening of
any of the enclosed files. Against this decision of the Procurements Committee no
appeal is considered. If the Tenderers declare that they will appeal against the
above decision to a Courts of Justice, their Files are kept for the period necessary
for the completion of the evidence proceedings.
4. The Procurements Committee proceeds with the unsealing of the Documents File
of all Tenders and decides if all terms and conditions of the present Call are
fulfilled. In the case where any of the required documents under art. 12.1.2 alone
has not been submitted or is missing from the Documents File of any of the
submitted Tenders, the Procurements Committee may call the Tenderer, whose
Declaration Section is evidently incomplete, to submit within the same day the
relevant missing documents.
5. The Procurements Committee proceeds with the control of the documents
provided for in Chapter 12.1.1 of the present Call in total, as well as with the
checking of the Declarations provided for in Chapter 12.1.2 respectively, and
submits its recommendation to RAE as to the acceptance or not of the Documents
File and to the acceptance or not on the basis of their merits of the Declarations of
Chapter 12.1.2 of the present Call. RAE decides accordingly.
6. The Technical and Financial Proposals of any non-acceptable Tenders remain
sealed for the rest of the procedure and are returned to the respective Tenderers
after the end of the procedure.
7. The Procurements Committee proceeds – after RAE’s decision on whether the
Documents Files are made acceptable or not – with the unsealing of the Technical
Files. The pre-selected as described hereinabove Tenderers are notified to attend
on a set date and hour such unsealing.
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8. Once unsealed and controlled in front of every interested Tenderer –or its legal
representative, the Technical Files are subsequently examined and evaluated by
the Procurements Committee. During this course of events, the Committee shall
request one or more meetings with Tenderer representatives in order to evaluate
more fully the Tenderer’s understanding of the project and its specific
requirements, as well as the Tenderer’s sufficiency and technical competence.
During these meetings:
a. the written proposals will be orally presented,
b. questions will be posed in order to obtain clarifications on the Technical
Proposal as needed,
c. the specific role and responsibilities assigned to the Tenderer’s proposed
team members will be elaborated upon and duly substantiated.
9. Following evaluation performed on the Technical Files by the Procurements
Committee, the later draws up the Technical Marking Table of the technically
accepted Files and submits its Report to RAE. RAE decides if the Technical Files
are made acceptable or not.
10. After RAE’s Decision on the technically accepted Files, the Procurements
Committee proceeds with the unsealing of the Financial Files. This unsealing
regards only those Tenders that have been finally technically accepted according
to the method and criteria specified herein below. Upon conclusion of the
evaluation (both Technical and Financial) the Procurements Committee draws up
its Report and submits its recommendations as to the Final Marking Table and the
award of the Contract. RAE decides accordingly and communicates its Decision
to the Tenderers.
11. Corrections of any of the Tender Files or counter-offers are not allowed. Tenders
containing vague or incomprehensible answers – based on the Procurements
Committee’s opinion – will be excluded from any further evaluation.
12. Tenders departing considerably from the provisions of the present Call are
overruled.
13.2 Procurements Committee
For the present Call, a Procurements Committee will be set up after relevant decision
by RAE. This Committee will consist of three (3) regular members and three (3)
deputy members, as well as a secretary. The Committee conducts the proceedings and
refers to RAE its opinion as to the evaluation of the Tenders and the award of the
contract. RAE decides upon the evaluation and the award.
14. Evaluation of Tenders
In order to appoint the Consultant, the evaluation procedure follows numerical
marking and calculation of the final mark for each of the Tenders, based on the
contents of the Technical and Financial Files submitted by the Tenderers and on the
presentations described in Chapter 13.1(8) hereinabove, according to the methodology
presented herein below. Tenders should necessarily comprise the total of the project,
any Tender drawn up for only part of it will be overruled.
Counter-offers both as to the technical or financial contents of a Tender are
unacceptable and thus rejected. RAE reserves the right however - if necessary - to
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request in writing clarifications with regards to the contents of a Tender. In this case
the provision of such clarifications is deemed compulsory and is not considered a
counter-offer.
The above noted clarifications should be submitted within a maximum time period set
out by RAE, otherwise the Tender is rejected. It is noted that from the clarifications
provided, only those specifically requested for will be considered.
The Consultant shall in no case assign the contract to a third party, the sole
responsibility of the implementation of the project lies with the Consultant.
For ensuring the quality, the smooth progress and the successful completion of the
project, in case of Tenderers who’s Financial Tenders contain abnormally low bids, in
the sense of art. 55 of Directive 18/2204/EC, RAE reserves the right to request a
detailed justification of the Tenderer budget. In the event that the justification is
deemed insufficient or unsatisfactory to RAE, the Tender will be rejected.
14.1 Technical Evaluation
The Procurements Committee marks the Technical Tenders according to its judgment
as follows:
The marking of the Technical Tenders will be conducted by assigning marks for each
criterion, as follows:
0-49:
when the Tender is unacceptable with reference to the criterion
50-59: when the Tender is inadequate with reference to the criterion
60-84: when the Tender is satisfactory with reference to the criterion
85-100: when the Tender is excellent with reference to the criterion
The total mark for each Tender will be calculated as sum of products of the mark per
criterion, the weighting factor of the corresponding criterion and the weighting factor
of the group in question. Tenders marked with zero (0) even to one of the criteria
groups (A and B) will be rejected.
Technical Tender (ΤTk): TTk = ∑ i (Weighting Factor for the criterion )i *
(Mark for the Criterion) k, i *(Group W.F.) i
Where
k : Tender submitted
i: Criterion for the Technical Evaluation
14.1.1 Technical Evaluation Criteria
The criteria and their groupings on which the technical evaluation will be based are
presented below. Each group’s relevant weighting factor is given into parenthesis. The
break-down of these weighting factors for each of the criteria in both groups is given
in tabular form hereinafter.
Group A:
Technical merit criterion (W.F. 50 %)
Technical merit of proposal in terms of the proposing team’s understanding of the
project requirements and the proposed methodology and approaches to deal with these
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requirements, including the proposed management of the project in terms of the
assurance and promotion of (i) the potential collaboration among team members and
the ability of the team to work cohesively towards the completion of the tasks and the
production of high quality deliverables, and (ii) the potential to communicate
effectively with RAE personnel assigned to the project in a manner that the project
requirements are understood and dealt with effectively and the requisite skills are
transferred to RAE personnel to enable it to use constructively the software and the
tariff evaluation recommendations which will be part of the deliverables.
Presentations and discussions described in Chapter 13.1(8) hereinabove will provide
additional input to the technical merit evaluation
Group B:
Qualifications and competence of the proposed Personnel criterion (W.F. 50 %)
Evaluation of qualifications and competence will be based on:
1. Written presentation of the Proposal section described under Chapter 12.2(6).
2. Oral presentations by Tenderer representatives described in Chapter 13.1(8)
and in particular:
a. The input and substantiation during the oral presentations of relevant
quality, technical capacity and capabilities of the Consultant’s
personnel (programmers, analysts etc).
b. The outcome of discussions during the oral presentations on the
understanding of the project, its specific requirements, the sufficiency
and technical competence of the personnel assigned for the execution
of the project in respect of the project tasks and the time schedule
requirements.
Criteria
Criteria
Weighting
Factor
Group A: Technical merit
50%
Understanding of project requirements and quality of
methodology proposed and quality control
40%
Clarity in the description of services and deliverables
40%
Project organization and management, timetable, proposed
work flows and potential collaboration with and requisite
skills transfer to the RAE team
20%
Group B: Qualifications and competence of the proposed Personnel
criterion
Project manager (competence, technical capacity and time
for the project) and management team
30%
Project team sufficiency, specialties (economists, energy
analysts, software developers, etc) and time for the project,
in relation to project key areas
70%
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Group
W.F.
50%
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14.2 Financial Evaluation
For the marking the total lump-sum amount of each Financial Tender is used. For
each of the Tenders the Total Mark for the Financial Tender is calculated (TFTMk)
thus:
TFTMk = (Minimum of all Financial Tender) / (Financial Tender)k
14.3 Final Marking of Tenders
At this stage the final evaluation is performed, compiling the list of the Tenders in
descending order of Total Marks, the maximum of which determines the
economically advantageous Tender. Total Mark is computed as follows:
Total Mark:
Where
TMk = (TTk / TTmax x 0,70 ) + ( TFTMk x 0,30 )
TTk : Technical Tender submitted
TTmax: The maximum technical marking of all Tenders
submitted
15. Results - Contract Award
In the case of RAE’s appraisal of the Tenders as economically non-advantageous or
unsatisfactory, RAE reserves the right to call-off this Call.
Pleas are submitted according to the provisions of art.15 of the P.D. 394 / 96.
The award of the Contract is communicated by RAE to the selected Consultant in
writing as well as to the other participants.
RAE reserves the right to annul, amend or postpone the Call for any reason
whatsoever, in any phase and without any obligation whatsoever to whosoever.
Tenderers have no right to withdraw their Tender or part of it after submission. In the
case where his Tender -or part of it- is withdrawn, the Tenderer will be made subject
to penalties and in particular:
a. Dismissal and abolishment of any rights to the participation and the
award of the Contract
b. Partial or full forfeiture of bank guarantee for participation, without
any further formalities or legal action.
For ΡΑΕ
M. Caramanis
Chairman
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