Services - 73301-2015

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03/03/2015    S43

Luxembourg-Luxembourg: EIB - Technical Assistance to the Zambia Water and Sanitation Project

2015/S 043-073301


Location: Zambia

 1.Reference code

2014/S 245-430887 / TA2013008 ZM IF3

International restricted tender

Cotonou Partnership Agreement

Bridging Facility of 11th European Development Fund under ACP-EC Partnership Agreement
 5.Contracting Authority

European Investment Bank, 98-100, boulevard Konrad Adenauer, L-2950, Luxembourg, Grand Duchy of Luxembourg


6.Nature of contract
7.Contract description
The EIB is the lead funder for the Zambia Water and Sanitation Project (the Project) which will improve the services delivered by Mulonga Water & Sewerage Company (MWSC). MWSC is a regional water company located in the Copper Belt. The overall investment budget of the Project is € 150 million and is expected to be provided by an EIB-loan (EUR 75 million), a loan from AFD (EUR 50 million), a grant from the ACP-EU Water Facility (EUR 5 million), and a contribution from the Republic of Zambia / MWSC / Other (EUR 20 million). In addition, the EIB is providing a EUR 5.7 million grant for the provision of Technical Assistance (TA) to the Project. This EUR 5.7 million grant will be used to finance the Project Implementation Consultant (PIC).
The investment project and the TA assignment will be delivered in two phases. Phase 1 will cover surveys, feasibility study, outline design, procurement of the main contracts (see below) and the start of the capacity building work by the PIC as well as detailed design by other consultants. Phase 1 starts with the appointment of the PIC and ends with the appointment of the Works Contractor(s) and is expected to take approximately 30 months. Phase 2 will cover the implementation by the Project from appointment of the Works Contractor to completion of the work and is expected to require approximately 30 months construction plus a 12 months defects period. During Phase 2 the PIC will continue to provide overall programme management and monitoring inputs as well as completion of the capacity building work.
The results to be achieved by the PIC from the Assignment are:
1. Programme management and monitoring. The implementation of the project is monitored and managed in a professional and effective way so that MWSC are able to pro-actively manage the time, cost and quality of implementation and effectively liaise with stakeholders. This requires the PIC to design and implement an ongoing programme management and monitoring process.
2. Reduction of NRW. Design effective and appropriate systems and processes for the long term management of NRW and assist MWSC in implementing such systems and processes. This will include both physical leakage and commercial NRW as well as a substantial leakage control programme to reduce the current high level of physical leakage.
3. Extension of services to Peri-Urban areas. Design and implement an effective, sustainable and affordable approach for the planning, design and construction and the future management of water and sanitation systems in Peri-Urban areas.
4. Infrastructure improvements. Provide robust information about current MWSC assets, water resources and community attitudes and then prepare feasibility studies and outline designs for the required infrastructure investments. This is likely to include managing a comprehensive groundwater survey, willingness and ability to pay survey and supervision of detailed design by other consultants (and may include carrying out detailed designs).
5. Procurement. The current project design is based on development of outline designs by the PIC followed by:
• Detailed design of civil works and pipelines by consultants to be appointed in Phase 1
• Construction of the works by a mixture of FIDIC Red Book contract(s) for civil works and pipelines and FIDIC Yellow Book contract(s) for water treatment works.
• Supervision of construction by consultants to be appointed in Phase 1
The PIC will assist MWSC with the procurement of the three groups of contracts listed above and will be responsible for producing bidding documents and managing the procurement processes.
6. Capacity building. Provide a comprehensive analysis of the current organisational strengths and weaknesses of MWSC and design a Business Improvement Programme to be implemented by MWSC that will provide strong systems, processes and people for all MWSC’s operational functions.
The core team of experts is likely to consist of a Team Leader, an Institutional Specialist, a Procurement Specialist and a Water and Sanitation Specialist. The core team shall be supported by short term experts having expertise in, but not limited to: programme management and monitoring; engineering planning and design; socio-economics and community structures; water company management, operational, financial, asset management and customer management expertise; change and transformation management; training; and procurement. Bidders’ proposed staffing will need to include experts who have experience of both working for a water company as well as experience of working in a similar environment to Zambia.
8.Number and titles of lots
Not applicable.
9.Maximum budget
EUR 5,700,000
10.Scope for additional services
The Contracting Authority may, at its own discretion and subject to the availability of funding, extend the scope and duration of the project to cover complementary and/or additional services.
In case of complementary services, the extension shall be up to a maximum not exceeding 50% of the initial contract value. In case of additional services, such extension shall be up to a maximum not exceeding the length and value of the initial contract.
Any extension of the contract would be subject to satisfactory performance by the Contractor.


Participation is open to all interested legal and natural persons - participating either individually or in a grouping (consortium) of candidates, without nationality restrictions. Participation is also open to international organisations.
All eligible natural and legal persons (as per item 11 above) or groupings of such persons (consortia) may apply.
A consortium may be a permanent, legally-established grouping, or a grouping which has been constituted informally for a specific tender procedure. All members of a consortium (i.e. the leader and all other members) are jointly and severally liable to the Contracting Authority.
The participation of an ineligible natural or legal person (as per item 11) will result in the automatic exclusion of that person. In particular, if that ineligible person belongs to a consortium, the whole consortium will be excluded.
13.Number of applications
No more than one application can be submitted by a natural or legal person whatever the form of participation (as an individual legal entity or as leader or member of a consortium submitting an application). In the event that a natural or legal person submits more than one application, all applications in which that person has participated will be excluded.
14.Shortlist alliances prohibited
Any tenders received from tenderers comprising firms other than those mentioned in the short-listed application forms will be excluded from this restricted tender procedure. Short-listed candidates may not form alliances or subcontract to each other for the contract in question.
15.Grounds for exclusion
As part of the application form, candidates must submit a signed declaration, included in the standard application form, to the effect that they are not in any of the exclusion situations listed in Section 2.3.3 of the Practical Guide to contract procedures for EC external actions.
Sub-contracting is allowed, up to a maximum of 30% of the initial contract value.
17.Number of candidates to be short-listed
On the basis of the applications received, between 4 and 8 candidates will be invited to submit detailed tenders for this contract. If the number of eligible candidates meeting the selection criteria is less than the minimum of 4, the Contracting Authority may invite the candidates who satisfy the criteria to submit a tender.


18.Provisional date of invitation to tender
May 2015
19.Provisional commencement date of the contract
September 2015
20.Initial period of implementation of tasks and possible extension of the contract
The initial period of execution of the contract shall be of 60 months. This period may be extended, with the prior approval of the Contracting Authority. See also item 10 above.


21.Selection criteria
The following selection criteria will be applied to candidates. In the case of applications submitted by a consortium, these selection criteria will be applied to the consortium as a whole:
1) Economic and financial capacity of candidate (based on item 3 of the application form). In case of applicant being a public body, equivalent information should be provided.
(a) The annual turnover (if the candidate is an individual company) or the average annual turnover (if the candidate is a consortium) of the candidate must be at least EUR 5,000,000 for each of the last three years for which accounts have been closed.
Note to candidates: In the application form, please make sure to include the actual year for which the data is provided
2) Professional capacity of candidate (based on items 4 and 5 of the application form)
(a) The number of permanent staff of the candidate (individual company or consortium overall) currently working in fields related to this contract (as they are described in item 7 – “Contract Description” above), must be at least 15 for each of the last three years (2012, 2013, 2014).
Note to candidates: In the application form, please make sure to include the actual year for which the data is provided
3) Technical capacity of candidate (based on items 5 and 6 of the application form)
(a) The candidate (individual company or a member of a consortium) has at least 5 years of experience in the delivery of water and wastewater services to at least one town of 100,000 population minimum, including the following functions: day to day operation and maintenance; asset management; financial management including billing; customer service and PR; business planning; design and implementation of Non-Revenue-Programmes and the delivery of capital improvement projects.
Note to candidates: the candidates must provide evidence of this experience. This evidence could be licences, concession contracts, registration documents, etc. These documents should be annexed to the application form.
(b) The candidate (individual company of consortium altogether) has implemented, during the last 5 years (2010 up to the deadline for the receipt of applications indicated under item 23 below), at least 2 projects of a minimum value of EUR 500,000 equivalent, with activities related to the planning, procurement and implementation of large investment projects (min. EUR 15 mil.) in the water and/or wastewater sector in developing or emerging countries, and should demonstrate that it had a participation of minimum 50% in each of the projects brought as reference.
Note to candidates: the projects referenced must have been completed before the deadline for the submission of applications. Where the projects referenced have been implemented by consortia comprising two or more of the members now associated as a consortium for this tender procedure, their respective percentages shall be added together, in order for the application to be assessed on the basis of the consortium as a whole.
An economic operator may, where appropriate and for a particular contract, rely on the capacities of other entities, regardless of the legal nature of the links which it has with them. It must in that case prove to the Contracting Authority that it will have at its disposal the resources necessary for performance of the contract, for example by producing an undertaking on the part of those entities to place those resources at its disposal. Such entities, for instance the parent company of the economic operator, must respect the same rules of eligibility and notably that of nationality, as the economic operator.
If more than 8 eligible candidates meet the above selection criteria, the relative strengths and weaknesses of the applications of these candidates must be reexamined to identify the eight best applications for the tender procedure. The only factors which will be taken into consideration during this re-examination are, in order of precedence:
1) The number of projects brought as reference which comply with the requirements of criterion 3(b) above
22.Award criteria
Best value for money.


23.Deadline for receipt of applications
The applications must be received by the Contracting Authority no later than 17:00 hrs. CET on 30/04/2015.
Any application received after this deadline will not be considered.
24.Application format and details to be provided

Applications must be submitted using the standard application form (available at the following EIB web page:, whose format and instructions must be strictly observed.

Any additional documentation (brochure, letter, etc.) sent with an application will not be taken into consideration.
25.How applications may be submitted
Applications must be submitted in English exclusively to the Contracting Authority:
• EITHER by recorded delivery (official postal service) to :
European Investment Bank (EIB), Mr Stefan Kerpen, Head of Technical Assistance Unit, OPS A/ASD/Technical Assistance Unit (TAU), 100 boulevard Konrad Adenauer, L-2950 Luxembourg
• OR hand delivered (including courier services) to:
European Investment Bank (EIB), Mr Stefan Kerpen, Head of Technical Assistance Unit, OPS A/ASD/Technical Assistance Unit (TAU), 100 boulevard Konrad Adenauer, L-2950 Luxembourg
The Contract title and the Reference code (see item 1 above) must be clearly marked on the envelope containing the application and must always be mentioned in all subsequent correspondence with the Contracting Authority.
Applications submitted by any other means will not be considered.
26.Alteration or withdrawal of applications
Candidates may alter or withdraw their applications by written notification prior to the deadline for submission of applications. No application may be altered after this deadline.
Any such notification of alteration or withdrawal shall be prepared and submitted in accordance with Item 25. The outer envelope (and the relevant inner envelope if used) must be marked 'Alteration' or 'Withdrawal' as appropriate.
27.Operational language
All written communications for this tender procedure and contract must be in English.
28.Additional information
29.Date of publication of contract forecast
30.Legal basis
ACP-EC Partnership Agreement signed in Cotonou on 23 June 2000, as amended, and Council Regulation 2013/759/EU of 12 December 2013 regarding transitional EDF management measures from 1 January 2014 until the entry into force of the 11th European Development Fund.