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Request for Proposal for Appointing agencies for capacity building of local service providers (LSPs) under GEF-UNIDO-BEE project “Promoting Energy Efficiency and Renewable Energy in Selected MSME Clusters in India” March, 2017 Bureau of Energy Efficiency

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Page 1: Request for Proposal for Appointing agencies for capacity ... · Coimbatore, Tamil Nadu Indore, Madhya Pradesh Handtools Jalandhar, Punjab Nagaur, Rajasthan 2.2 Project objective

Request for Proposal

for

Appointing agencies for capacity building of local service providers (LSPs)

under GEF-UNIDO-BEE project

“Promoting Energy Efficiency and Renewable Energy in Selected MSME Clusters in India”

March, 2017

Ministry of Micro, Small & Medium Enterprises

Govt. of India

Bureau of Energy EfficiencyA statutory body under Ministry of Power,

Government of India

UNITED NATIONS INDUSTRIAL DEVELOPMENT ORGANIZATION

Page 2: Request for Proposal for Appointing agencies for capacity ... · Coimbatore, Tamil Nadu Indore, Madhya Pradesh Handtools Jalandhar, Punjab Nagaur, Rajasthan 2.2 Project objective

Request for Proposal for appointing agencies for capacity building of local service providers under GEF-

UNIDO-BEE project “Promoting energy efficiency and renewable energy in selected MSME clusters in India”.

Bureau of Energy Efficiency, March 2017 Page 1 of 28

Contents

1 LETTER OF INVITATION ................................................................................................. 3

1.1 Critical Information ................................................................................................... 4

2 BACKGROUND INFORMATION ..................................................................................... 5

2.1 About the project ..................................................................................................... 5

2.2 Project objective ....................................................................................................... 5

2.3 Project component ................................................................................................... 5

2.4 Desired project outcomes ........................................................................................ 6

3 TERMS OF REFERENCE .................................................................................................. 7

3.1 Scope of work ........................................................................................................... 7

3.2 Deliverables .............................................................................................................. 8

3.3 Time-Line .................................................................................................................. 8

3.4 Monitoring ................................................................................................................ 8

3.5 Bidding ...................................................................................................................... 8

3.6 Pre-bid meeting ........................................................................................................ 9

3.7 Terms of payment ..................................................................................................... 9

4 ELIGIBILITY CRITERIA FOR BIDDING AGENCY ............................................................. 10

5 GENERAL TERMS AND CONDITION............................................................................. 11

5.1 Cost of RfP ............................................................................................................... 11

5.2 Contents of the RfP ................................................................................................. 11

5.3 Language of RfP ...................................................................................................... 11

5.4 Amendment of RfP ................................................................................................. 11

5.5 Power of attorney ................................................................................................... 11

5.6 Force Majeure ......................................................................................................... 12

5.7 Indemnity ................................................................................................................ 12

5.8 Confidentiality ........................................................................................................ 12

5.9 Copyright................................................................................................................. 12

5.10 Disqualification ....................................................................................................... 12

5.11 Termination of contract .......................................................................................... 13

Page 3: Request for Proposal for Appointing agencies for capacity ... · Coimbatore, Tamil Nadu Indore, Madhya Pradesh Handtools Jalandhar, Punjab Nagaur, Rajasthan 2.2 Project objective

Request for Proposal for appointing agencies for capacity building of local service providers under GEF-

UNIDO-BEE project “Promoting energy efficiency and renewable energy in selected MSME clusters in India”.

Bureau of Energy Efficiency, March 2017 Page 2 of 28

5.12 Others ..................................................................................................................... 13

5.13 Disclaimer ............................................................................................................... 13

6 PROPOSAL ................................................................................................................... 14

6.1 Preparation of proposal .......................................................................................... 14

6.2 Submission of proposal .......................................................................................... 15

6.3 Preliminary scrutiny ................................................................................................ 16

6.4 Evaluation of the proposal ..................................................................................... 16

6.5 Selection of the bidder ........................................................................................... 17

7 RfP LETTER PROFORMA .............................................................................................. 19

7.1 Technical proposal details ...................................................................................... 21

7.1.1 Format for prior experience ................................................................................ 22

7.1.2 Format for academic and professional experience of the key personnel(s) ...... 23

7.2 Eligibility & other details......................................................................................... 25

7.3 Capability statement............................................................................................... 26

7.4 Approach and Methodology ................................................................................... 26

7.5 Time schedule and Work plan ................................................................................ 26

7.6 Financial bid proforma ............................................................................................ 27

8 Contact Details ............................................................................................................ 28

Page 4: Request for Proposal for Appointing agencies for capacity ... · Coimbatore, Tamil Nadu Indore, Madhya Pradesh Handtools Jalandhar, Punjab Nagaur, Rajasthan 2.2 Project objective

Request for Proposal for appointing agencies for capacity building of local service providers under GEF-

UNIDO-BEE project “Promoting energy efficiency and renewable energy in selected MSME clusters in India”.

Bureau of Energy Efficiency, March 2017 Page 3 of 28

1 LETTER OF INVITATION

Reference No: 13/GEF-UNIDO-BEE/LSP/14

Project Title: Promoting energy efficiency and renewable energy in selected MSME

clusters in India - A GEF-UNIDO-BEE Project

Name of the Ministry / Department: Ministry of Power/ Bureau of Energy Efficiency

Letter of Invitation

Project Name: Appointing agencies for capacity building of local service providers (LSPs)

under GEF-UNIDO-BEE project “Promoting energy efficiency and renewable

energy in selected MSME clusters in India”.

The Bureau of Energy Efficiency (BEE) intends to appoint agencies for capacity building of

local service providers in 12 different clusters as mentioned in the clause 2.1, under the

GEF-UNIDO-BEE project.

The “Request for Proposal (RfP)” applies to all firms having a proven track record in the field

of energy efficiency and market research with required knowledge, expertise, capabilities

and sufficient resources to undertake training of the LSPs in order to be able to provide the

local services in the setting of energy efficiency projects in the clusters and to prepare

bankable DPRs. Detailed information regarding the services required is given in the section

3 - terms of reference (ToR).

The RfP includes the following:-

Section 1 – Letter of Invitation

Section 2 – Background Information

Section 3 – Terms of Reference

Section 4 – Eligibility Criteria for Bidding Agency

Section 5 – General Terms and Conditions

Section 6 – Proposal

Section 7 – RfP Letter Proforma

Section 8 – Contact Details

The last date for receipt of proposals is 28/04/2017, 1300 hrs at the BEE address mentioned

in the clause 6.2.

Yours sincerely,

Secretary

Bureau of Energy Efficiency

Page 5: Request for Proposal for Appointing agencies for capacity ... · Coimbatore, Tamil Nadu Indore, Madhya Pradesh Handtools Jalandhar, Punjab Nagaur, Rajasthan 2.2 Project objective

Request for Proposal for appointing agencies for capacity building of local service providers under GEF-

UNIDO-BEE project “Promoting energy efficiency and renewable energy in selected MSME clusters in India”.

Bureau of Energy Efficiency, March 2017 Page 4 of 28

1.1 Critical Information

1. Availability of RfP 30th March, 2017

2. Date of pre-bid meeting 11th April, 2017 (1100 hrs)

3. Last date for receipt of proposal

28th April, 2017 (1300 hrs)

4. Date of opening of financial proposals

To be informed at a later stage

5. Place of opening of financial proposals

Bureau of Energy Efficiency, 4th Floor, Sewa Bhawan, Sector -1, R.K. Puram, New Delhi-110066

6. Mode of selection Open tender

7. Type of proposal required Technical and Financial

8. Language for submitting proposal & reports

English

9. Taxes Bidders are requested to quote prices inclusive of taxes unless stated otherwise

10. Currency Indian Rupees (INR)

11. Validity Proposals must remain valid for 120 days after the closing date of RfP submission

12. Lead time for commencement of work

15 days from the date of award of work order

13. No. of copies of Technical and Financial proposals

Technical Proposal: Duly signed original (hard copy) – 1 No. Duplicate copies (hard copy) – 3 Nos.

Financial Proposal: Duly signed original (hard copy) – 1 No. for each cluster

14. Contact details

GEF-UNIDO-BEE Project Management Unit, Bureau of Energy Efficiency, 4th Floor, Sewa Bhawan, Sector -1, R.K. Puram, New Delhi-110066

15. Email address for any clarification/ information

[email protected]

16. Phone No. +91-26179699, Extn: 206

17. Submission of RfP Secretary, Bureau of Energy Efficiency, 4th Floor, Sewa Bhawan, Sector -1, R.K. Puram, New Delhi-110066

Page 6: Request for Proposal for Appointing agencies for capacity ... · Coimbatore, Tamil Nadu Indore, Madhya Pradesh Handtools Jalandhar, Punjab Nagaur, Rajasthan 2.2 Project objective

Request for Proposal for appointing agencies for capacity building of local service providers under GEF-

UNIDO-BEE project “Promoting energy efficiency and renewable energy in selected MSME clusters in India”.

Bureau of Energy Efficiency, March 2017 Page 5 of 28

2 BACKGROUND INFORMATION

2.1 About the project

Bureau of Energy Efficiency (BEE), a statutory body under Ministry of Power, Government of India, in collaboration with United Nations Industrial Development Organization (UNIDO) is executing a Global Environment Facility (GEF) funded national project “Promoting energy efficiency and renewable energy in selected MSME clusters in India”. Presently the project is being executed in following 12 clusters in 5 varied sectors:

Sector Cluster

Brass Jamnagar, Rajasthan

Ceramics

Khurja, Uttar Pradesh

Morbi, Gujarat

Thangadh, Gujarat

Dairy

Gujarat

Maharashtra

Sikkim

Foundry

Belgaum, Karnataka

Coimbatore, Tamil Nadu

Indore, Madhya Pradesh

Handtools Jalandhar, Punjab

Nagaur, Rajasthan

2.2 Project objective

The aim of the project is to develop and promote a market environment for introducing energy efficiencies and enhanced use of renewable energy technologies in process applications in 12 selected energy-intensive MSME clusters in India with expansion to more clusters later. This is to improve the productivity and competitiveness of units, as well as to reduce overall carbon emissions and improve the local environment.

2.3 Project component

Increased capacity of suppliers of EE/RE product suppliers/ service providers/ finance providers.

Increasing the level of end-use demand and implementation of EE and RE technologies and practices by MSMEs.

Scaling up of the project to a national level.

Strengthening policy, Institutional and decision making frameworks

Page 7: Request for Proposal for Appointing agencies for capacity ... · Coimbatore, Tamil Nadu Indore, Madhya Pradesh Handtools Jalandhar, Punjab Nagaur, Rajasthan 2.2 Project objective

Request for Proposal for appointing agencies for capacity building of local service providers under GEF-

UNIDO-BEE project “Promoting energy efficiency and renewable energy in selected MSME clusters in India”.

Bureau of Energy Efficiency, March 2017 Page 6 of 28

2.4 Desired project outcomes

Creating a scope for energy savings, by increasing the level of end-use demand and implementation of energy efficiency and renewable energy technologies and practices by MSMEs

Encouraging the use of renewable energy in various industrial applications

Improving the productivity and competitiveness of units

Reducing overall carbon emissions and improving the local environment

Increasing the capacity of energy efficiency and renewable energy product suppliers, service providers, finance providers

Strengthening policy, institutional and decision-making frameworks

Scaling up of the project to a national level.

Page 8: Request for Proposal for Appointing agencies for capacity ... · Coimbatore, Tamil Nadu Indore, Madhya Pradesh Handtools Jalandhar, Punjab Nagaur, Rajasthan 2.2 Project objective

Request for Proposal for appointing agencies for capacity building of local service providers under GEF-

UNIDO-BEE project “Promoting energy efficiency and renewable energy in selected MSME clusters in India”.

Bureau of Energy Efficiency, March 2017 Page 7 of 28

3 TERMS OF REFERENCE

3.1 Scope of work

Identification and development of a cluster wise exhaustive list of minimum 30

local service providing firms in consultation with all the local industrial associations

(LSPs may include but not limited to local fabricators, technicians, maintenance

operators, technology providers, biomass suppliers, solar collectors and PV system

suppliers)

Mapping of LSPs based on demand & supply needs of local industries against

available LSPs in each cluster and nearest locations

Assessment of present capacity, strengths, weakness and training needs of LSPs in

all aspects for provide assistance and advice to MSMEs within the sectors for

promotion of EE/RE technologies and maintaining sustainable market linkages

Development of customized training material for five categories (i.e. technology

providers, EE and RE system suppliers, fabricators, maintenance operators,

technicians) of LSPs based on

o Existing skill set

o Education level

o Type of service/technology

o Available EE/RE technologies

o Cluster need and requirements

Organizing 4 one-day training/capacity building workshops (includes class room

sessions and on-field practical application demonstrations) for LSPs in each cluster,

except Sikkim where only 2 workshops will be organized. The motive of the

workshops is to train minimum of 80 participants through four workshops for

better delivery of their jobs and promotion of EE/RE technologies and BOPs. In each

workshop, a minimum of 20 participants are envisaged. Post training, the LSPs

should be able to learn EE/RE technology options and its potential in the cluster,

local industrial needs and also able to prepare bankable DPR

Finalization of two to three major LSPs and provide facilitation in becoming a local

distributors to original EE/RE technology providers in each cluster. Majorly the

facilitation work involves identification of potential LSPs, organizing meetings with

EE/RE technology providers and hand holding support in becoming local

distributers

Development of 10 bankable DPRs for each cluster, based on mapping technology

needs with capacities of local technology suppliers/service providers, applications

to banks in each cluster. Out of 10 DPRs, not more than 2 DPRs should be prepared

on single technology and one DPR for one unit;

Page 9: Request for Proposal for Appointing agencies for capacity ... · Coimbatore, Tamil Nadu Indore, Madhya Pradesh Handtools Jalandhar, Punjab Nagaur, Rajasthan 2.2 Project objective

Request for Proposal for appointing agencies for capacity building of local service providers under GEF-

UNIDO-BEE project “Promoting energy efficiency and renewable energy in selected MSME clusters in India”.

Bureau of Energy Efficiency, March 2017 Page 8 of 28

3.2 Deliverables Inception report

Cluster specific list of LSPs

Comprehensive LSPs mapping report based on demand and supply needs of local

industries

Comprehensive report on training need assessment of LSPs

Comprehensive category wise training material for each cluster

Proceedings of 4 training/capacity building workshops in each clusters

10 bankable DPRs in each cluster, with details of submission to banks for possible

financing

Final and closing report stating results achieved and future way forward

All deliverables to be submitted in hard and soft (CD) copies.

3.3 Time-Line

8 months

3.4 Monitoring

Monthly updates

Bimonthly project progress review meetings

3.5 Bidding

To prevent any single agency from taking up more tasks than practically deliverable

within the time-line and thus assure timely delivery, each bidding agency shall be

allowed to undertake work in 3 clusters at most. However each bidding agency is

necessarily required to make financial bids for all 12 clusters.

The financial bids of agencies found technically suitable shall be opened in

alphabetical order sector-wise, cluster-wise and agency-wise. The final selection of

the agency shall be decided on L-1 basis.

Once a particular agency is declared as L-1 for any three clusters, the same agency

shall be stopped from taking further participation in the bid process.

However, if only two agencies are left for bidding in remaining cluster(s), then in

that case all the agencies shall be once again allowed to participate in the bidding

process.

The financial bids of the technically not suitable agencies shall not be opened and

will be returned after completion of the tendering process.

Page 10: Request for Proposal for Appointing agencies for capacity ... · Coimbatore, Tamil Nadu Indore, Madhya Pradesh Handtools Jalandhar, Punjab Nagaur, Rajasthan 2.2 Project objective

Request for Proposal for appointing agencies for capacity building of local service providers under GEF-

UNIDO-BEE project “Promoting energy efficiency and renewable energy in selected MSME clusters in India”.

Bureau of Energy Efficiency, March 2017 Page 9 of 28

3.6 Pre-bid meeting

A pre-bid meeting shall be organized on 11th March, 2017 at 1100 hrs at BEE office for the

interested agencies/bidders to discuss and clarify any concerns which bidders may have

with the documents required, scope of work and other details of the requirement of work.

In order to arrange for gate pass(es), bidders who wish to participate in the pre-bid meeting

are required to pre-inform the following details of person(s) participating in the pre-bid

meeting, through e-mail on [email protected]:

Name of the person(s):

Name of agency/bidder:

Mobile Number:

3.7 Terms of payment

BEE shall process the payment after the receipt of the invoice at the each stage. The

payment process might take some extra time. However, work shall not be affected due to

payment related process.

The payment breakdown is as follows:

S. No. Deliverables Payment Percentage

1.

Inception report

Cluster specific list of LSPs Comprehensive LSPs mapping report based on

demand and supply needs of local Industries

20

2.

Comprehensive report on training need assessment of LSPs

Comprehensive category wise training material for each cluster

Proceedings of 4 training/capacity building workshops in each clusters

40

3.

10 bankable DPRs in each cluster, with details of submission to banks for possible financing

Final and closing report stating results achieved and future way forward

40

Page 11: Request for Proposal for Appointing agencies for capacity ... · Coimbatore, Tamil Nadu Indore, Madhya Pradesh Handtools Jalandhar, Punjab Nagaur, Rajasthan 2.2 Project objective

Request for Proposal for appointing agencies for capacity building of local service providers under GEF-

UNIDO-BEE project “Promoting energy efficiency and renewable energy in selected MSME clusters in India”.

Bureau of Energy Efficiency, March 2017 Page 10 of 28

4 ELIGIBILITY CRITERIA FOR BIDDING AGENCY

The agency interested in the above work must fulfil the following eligibility criteria for

participation in the bidding process:

Must be a firm/company registered/incorporated in India.

Must be reputed agency/organizations with credible background with at least 4 years

of experience in field of energy efficiency and capacity building training in MSME

clusters similar to Brass, Ceramic, Dairy, Foundry and Hand tools sector.

Agency must have carried out at least 50 detailed energy audits in above sectors and

should have sufficient experience in preparation of high quality detailed project

reports, case studies & visual dissemination training material in above sector.

Should have been profitable over last three financial years with minimum annual

turnover of INR 5 Crore (or its equivalent in foreign currency) from EE consulting or

energy auditing in last three (3) financial years i.e. FY 2013-14, FY 2014-15 and FY

2015-16.

The agency must have at least 2 sector experts having experience of more than 10

years in carrying out detailed energy auditing, providing training and implementation

of EE technologies & techniques.

Consultant/agency may form consortium with other firm (not more than one firm) in

the form of joint venture. It should be clearly indicated whether the RfP is submitted

as Joint Venture or otherwise and a copy of MOU in this regard, prepared on a stamp

paper of requisite value, must be submitted. It may be noted that lead partner’s share

cannot be less than 50% and the share of other partner shall not be less than 20%.

BEE will communicate only with the lead partner.

Agency should not have been debarred/ blacklisted by any of the government

organizations/agencies. Further the agency or the partner firm (in case of consortium)

should not be involved in any major litigation that may have an impact of affecting or

compromising the delivery of services as required under this contract.

Agency should have at least 10 nos. of professional manpower on pay-role and out of

which at least two professional should be Accredited Energy Auditor and four

professional should be Certified Energy Auditor/Manager. A photocopy of the

certificates of BEE Accredited Energy Auditor and Certified Energy Auditor/Manager

should be enclosed as proof.

Page 12: Request for Proposal for Appointing agencies for capacity ... · Coimbatore, Tamil Nadu Indore, Madhya Pradesh Handtools Jalandhar, Punjab Nagaur, Rajasthan 2.2 Project objective

Request for Proposal for appointing agencies for capacity building of local service providers under GEF-

UNIDO-BEE project “Promoting energy efficiency and renewable energy in selected MSME clusters in India”.

Bureau of Energy Efficiency, March 2017 Page 11 of 28

5 GENERAL TERMS AND CONDITION

5.1 Cost of RfP

The agency shall bear all costs associated with the preparation and submission of its RfP. BEE will in no case be responsible or liable for those costs, regardless of the conduct or outcome of the tendering process.

5.2 Contents of the RfP

The agency is expected to examine all instructions, forms, terms & conditions and scope of work in the RfP document. Failure to furnish all information required or submission of an RfP document not substantially responsive to the RfP in every respect will be at the agency’s risk and may result in the rejection of the proposal.

5.3 Language of RfP

The technical proposal and financial bids submitted by the agency and all correspondence and documents relating to this assignment exchanged by agency and BEE shall be written in English language, provided that any printed literature furnished by the agency may be written in another language so long the same is accompanied by an English translation in which case, for purposes of interpretation, the English translation shall govern.

5.4 Amendment of RfP

At any time prior to the last date for receipt of bids, BEE, may, for any reason, whether at its own initiative or in response to a clarification requested by a prospective agency, modify the RfP document by an amendment. In order to provide prospective agency reasonable time in which to take the amendment into account in preparing their bids, BEE may, at their discretion, extend the last date for the receipt of bids and/or make other changes in the requirements set out in the invitation for proposals.

All future information regarding amendments and/or clarifications shall be uploaded on the BEE website (www.beeindia.gov.in) only.

5.5 Power of attorney

The "Consultant" as used in this RfP shall mean the one who has signed the RfP document forms. The Consultant should be the duly Authorized Representative of the agency/organization, for which a certificate of authority will be submitted. All certificates and documents (including any clarifications sought and any subsequent correspondences) received hereby, shall, as far as possible, be furnished and signed by the Authorized Representative.

The power or authorization, or any other document consisting of adequate proof of the ability of the signatory to bind the Consultant shall be annexed to the bid. BEE may reject outright any proposal not supported by adequate proof of the signatory’s authority.

Page 13: Request for Proposal for Appointing agencies for capacity ... · Coimbatore, Tamil Nadu Indore, Madhya Pradesh Handtools Jalandhar, Punjab Nagaur, Rajasthan 2.2 Project objective

Request for Proposal for appointing agencies for capacity building of local service providers under GEF-

UNIDO-BEE project “Promoting energy efficiency and renewable energy in selected MSME clusters in India”.

Bureau of Energy Efficiency, March 2017 Page 12 of 28

5.6 Force Majeure

Force Majeure shall mean and be limited to the following: a) War/hostilities b) Riot or Civil commotion c) Earthquake, flood, tempest, lightening or other natural physical disaster. d) Restrictions imposed by the Government or other statutory bodies which prevents or

delays the execution of the Contract by bidder.

In the event of any force majeure cause, the bidder or the BEE shall not be liable for delays in performing their obligations under this order and the completion dates may be extended, for a period not exceeding the period of delay attributable to the causes of force majeure. Neither BEE nor bidder shall be liable to pay extra costs provided it is mutually established that force majeure conditions did actually exist.

5.7 Indemnity

The Bidder shall at all times, indemnify and keep indemnified BEE and its officers/ employees, from and against all/any claims whatsoever, arising as a consequence of, or in the course of execution of the work (including but not limited to property loss and damage, personal accident, injury or death of or to property or person of the agency or any JV partner or subcontractor, and/or the servants or agents of the ENERGY AUDIT FIRMS, or any other JV partner or any sub-contractor and/or of the Bureau of Energy Efficiency).

5.8 Confidentiality

BEE shall hold the copyrights over any of the data collected or compiled during the course of the work. The agency/agencies selected for the work will have to maintain the confidentiality of the information compiled. In no case the agency/agencies would be allowed to use the data or share the information with anyone else without written permission by BEE.

5.9 Copyright

BEE will hold the copyrights over any of the data collected, documents, DPRs, reports, training materials etc. prepared under or as a part of this assignment.

5.10 Disqualification

BEE at its sole discretion and at any time during the process of bidding may disqualify any bidder from the tendering process if the bidder has –

Submitted the proposal after the schedule date and time.

Firms not meeting eligibility criteria.

Made misleading or false representations in the forms, statements and attachments submitted in proof of the eligibility requirements.

Page 14: Request for Proposal for Appointing agencies for capacity ... · Coimbatore, Tamil Nadu Indore, Madhya Pradesh Handtools Jalandhar, Punjab Nagaur, Rajasthan 2.2 Project objective

Request for Proposal for appointing agencies for capacity building of local service providers under GEF-

UNIDO-BEE project “Promoting energy efficiency and renewable energy in selected MSME clusters in India”.

Bureau of Energy Efficiency, March 2017 Page 13 of 28

If found to have a record of poor performance such as abandoning works, not properly completing the contract, inordinately delaying completion, being involved in litigation or financial failures, etc.

Failed to provide clarifications related thereto, when sought.

5.11 Termination of contract

Bureau has its rights under the conditions of this RfP to terminate the contract of the agency at any time. The contract may also be terminated if the agency’s performance or competence fails to meet the standards required for the assignment.

5.12 Others

BEE reserves the right to cancel the RfP process at any time/stage or relax/amend/withdraw any of the terms and conditions relating to scope of work, deliverables, time-line, eligibility criteria etc. without giving any reason whatsoever. No enquiry, after submission of the quotation, shall be entertained.

5.13 Disclaimer

BEE and/or its officers, employees disclaim all liability from any loss or damage, whether foreseeable or not, suffered by any person acting on or refraining from acting because of any information including statements, information, forecasts, estimates or projections contained in this document or conduct ancillary to it whether or not the loss or damage arises in connection with any omission, negligence, default, lack of care or misrepresentation on the part of BEE and/or any of its officers, employees. Except where otherwise specified in the contract, the decision of BEE shall be final, conclusive and binding on all the agencies upon all questions relating to the meaning of the RfP specifications, scope of work, terms & conditions etc. herein before mentioned or thing whatsoever in any way arising or relating to the contract, specifications, terms & conditions, orders, or otherwise concerning the works or the execution or failure to execute the same, whether arising, during the progress of the work or after the completion or abandonment thereof. Further, BEE shall not be responsible for non-receipt / non-delivery of the proposals due to any reason whatsoever.

Page 15: Request for Proposal for Appointing agencies for capacity ... · Coimbatore, Tamil Nadu Indore, Madhya Pradesh Handtools Jalandhar, Punjab Nagaur, Rajasthan 2.2 Project objective

Request for Proposal for appointing agencies for capacity building of local service providers under GEF-

UNIDO-BEE project “Promoting energy efficiency and renewable energy in selected MSME clusters in India”.

Bureau of Energy Efficiency, March 2017 Page 14 of 28

6 PROPOSAL

6.1 Preparation of proposal

The agencies are requested to submit technical proposals and financial bids as detailed in

the subsequent clauses.

Technical Proposal:

The technical proposal shall comprise the following components:

RfP Form 1: RfP letter proforma (refer section 7).

RfP Form 2: Prior experience (refer section 7.1.1).

RfP Form 3: Resumes of the members in the proposed team (refer section 7.1.2).

RfP Form 4: Eligibility & other details (refer section 7.2).

RfP Form 5: Capability statement including the proposed team structure etc. (refer

section 7.3).

RfP Form 6: Approach & methodology (refer section 7.4).

RfP Form 7: Time schedule & work-plan (refer section 7.5)

RfP Form 8: Registered Power of Attorney executed by the agency in favour of the

principal officer or the duly authorized representative, certifying him/her as

an authorized signatory for the purpose of this document.

Financial Bids:

Financial offer should only indicate price without any condition or qualification whatsoever

and should include all taxes, duties, fees, levies, and other charges levied by central, state

or other government bodies, as may be applicable in relation to activities proposed to be

carried out. If there would be any increase in the taxes, levies, duties, fee and other charges

during the tenure of the contract, the financial burden of the same shall be borne by the

bidder. The financial offer in respect of the above assignment must be valid for 120 days

from the closing date for submission of proposals. Bidders should express the price of their

services in Indian currency only. It is to be noted that in case of any mismatch between the

numeral value and the value mentioned in words, the value mentioned in words shall be

accepted to be the final quote.

The financial bids must be submitted in the format specified at section 7.6.

Page 16: Request for Proposal for Appointing agencies for capacity ... · Coimbatore, Tamil Nadu Indore, Madhya Pradesh Handtools Jalandhar, Punjab Nagaur, Rajasthan 2.2 Project objective

Request for Proposal for appointing agencies for capacity building of local service providers under GEF-

UNIDO-BEE project “Promoting energy efficiency and renewable energy in selected MSME clusters in India”.

Bureau of Energy Efficiency, March 2017 Page 15 of 28

6.2 Submission of proposal

The proposal shall be typed and signed by the head or a person duly authorized to bid by

bidder agency. All pages of the offer, except for un-amended printed literature, shall be

initialled by the person or persons signing the offer. The original hard copy of the complete

set of technical proposal & financial bids shall be putted in different sealed envelopes

clearly superscripted as “Technical Proposal” and “Financial Bid” respectively. Further

financial bid for each cluster must be putted into separate sealed envelopes for each cluster

with clear marking as “Financial bid for ……<name of cluster>……..”.

These two envelopes shall be putted into another single sealed envelope clearly super

scribed as “Bidding documents for capacity building of LSPs under GEF-UNIDO-BEE project”.

To understand the above approach, below flow-chart may be used:

Sealed

envelope for

Morbi cluster

Sealed

envelope

for Khurja

cluster

Sealed

envelope for

Thangadh

cluster

Sealed

envelope

for Gujarat

cluster

Sealed

envelope for

Jalandhar

cluster

Sealed

envelope

for Nagaur

cluster

Sealed

envelope for

Belgaum

cluster

Sealed

envelope for

Coimbatore

cluster

Sealed

envelope

for Indore

cluster

Sealed envelope for technical

proposal marked as

“Technical Proposal”

Sealed envelope for financial

bids marked as “Financial

Bids”

Covering Envelope super-scribed as

“Bidding documents for capacity building

of LSPs under GEF-UNIDO-BEE project”

Sealed

envelope for

Sikkim

cluster

Sealed

envelope for

Jamnagar

cluster

Sealed

envelope for

Maharashtra

cluster

Page 17: Request for Proposal for Appointing agencies for capacity ... · Coimbatore, Tamil Nadu Indore, Madhya Pradesh Handtools Jalandhar, Punjab Nagaur, Rajasthan 2.2 Project objective

Request for Proposal for appointing agencies for capacity building of local service providers under GEF-

UNIDO-BEE project “Promoting energy efficiency and renewable energy in selected MSME clusters in India”.

Bureau of Energy Efficiency, March 2017 Page 16 of 28

The technical proposal documents should be submitted in original + three copies and must

be delivered to - Secretary, Bureau of Energy Efficiency, 4th Floor, Sewa Bhawan, Sector -1,

R.K. Puram, New Delhi-110066 latest by 1300 hrs on 28/04/2017. Non-compliance to the

above process will be liable to rejection.

BEE shall not be responsible for non-receipt / non-delivery of the bids due to any reason

whatsoever. Consultants are advised to study the RfP document carefully. Submission of

bids shall be deemed to have been done after careful study and examination of the RfP

document with full understanding of its implications.

6.3 Preliminary scrutiny

Preliminary scrutiny of the proposal will be made to determine whether they are complete,

the documents have been properly signed, and the bids are in order. Proposals not

conforming to such preliminary requirements will be prima facie rejected.

6.4 Evaluation of the proposal Each bidder would be required to comply with the requirements of section 4 and should

agree in-principal with the scope of work mentioned in section 3. The technical evaluation

would be done as per the criteria mentioned below. The agencies shall be ranked in

accordance with these criteria and minimum technically qualifying score shall be 70.

S.No. Criteria Parameters Max. Score

1 Consultant’s Organization

Technical & managerial capabilities of organization

15 Geographical presence of the organization in India

Experience in working with BEE and International Agencies

2 Approach & Methodology

25

3 Manpower

Accredited/Certified energy auditor and energy manager

25

Academic qualifications and professional experience of key personnel relevant to this assignment

Experience in developing training materials and imparting training on EE/RE for service providers specific to MSME sector

Experience in developing bankable detailed project reports and need & gap assessment studies specific to MSME sector

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Request for Proposal for appointing agencies for capacity building of local service providers under GEF-

UNIDO-BEE project “Promoting energy efficiency and renewable energy in selected MSME clusters in India”.

Bureau of Energy Efficiency, March 2017 Page 17 of 28

4 Experience of agency

Experience in carrying out similar projects which includes identification, mapping and training of LSPs in MSME sector

35

Experience in development of customized training material for promotion of EE/RE in MSME sector

Experience in conducting EE/RE awareness workshops and training programmes – class room and practical (preferably in brass, ceramics, dairy, foundry and hand tools MSME sectors)

Experience in preparation of bankable DPRs and providing facilitation in implementation of DPRs in MSME sectors

Experience in implementing EE & RE projects (preferably in brass, ceramics, dairy, foundry and hand tools MSME sectors)

Maximum score for technical proposal 100

6.5 Selection of the bidder

To assist in the scrutiny, evaluation and comparison of offers, BEE, at its discretion, may ask for any technical clarification/presentation to be submitted by the agency. BEE reserves the right to analyse and alter the evaluation/selection criteria.

The financial bids shall be opened only for technically pre-qualified bidders and such bidders shall be informed, through e-mail or telephone, to attend the opening of financial bids at the BEE office, on the date and time to be informed at a later stage. The process for opening the financial bids shall be as per clause 3.5.

The financial bid should only include a lump sum quote, inclusive of all taxes, for the aforesaid work in the cluster. It is to be noted that in case of any mismatch between the numeral value and the value mentioned in words, the value mentioned in words shall be accepted to be the final quote. The contract will be awarded to the lowest price bidder.

For those bidders whose proposals did not meet the minimum qualifying marks under technical evaluation or were considered non-responsive to the terms of reference, the financial proposals will be returned unopened after completion of the selection process.

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Request for Proposal for appointing agencies for capacity building of local service providers under GEF-

UNIDO-BEE project “Promoting energy efficiency and renewable energy in selected MSME clusters in India”.

Bureau of Energy Efficiency, March 2017 Page 18 of 28

On completion of the evaluation of the technical and financial offers, BEE shall issue Letter of Intent (LoI) to the selected bidder.

Upon the acceptance of the LoI by the successful bidders, BEE shall issue work order. Within ten days of receipt of the work order, the selected bidder shall enter into a contract with the BEE in the prescribed format. The selected bidder shall also commence the work within fifteen days from the date of issue work order.

If the bidder, upon selection, fails to enter into a contract, BEE may invite the technically qualifying bidder who has financially ranked next/lower for financial negotiations to award the work. Further BEE may also exclude the former from all future assignments.

Page 20: Request for Proposal for Appointing agencies for capacity ... · Coimbatore, Tamil Nadu Indore, Madhya Pradesh Handtools Jalandhar, Punjab Nagaur, Rajasthan 2.2 Project objective

Request for Proposal for appointing agencies for capacity building of local service providers under GEF-

UNIDO-BEE project “Promoting energy efficiency and renewable energy in selected MSME clusters in India”.

Bureau of Energy Efficiency, March 2017 Page 19 of 28

7 RfP LETTER PROFORMA1

To

The Secretary

Bureau of Energy Efficiency

4th Floor, Sewa Bhawan,

Sector -1, R.K. Puram,

New Delhi -110066

Subject: Proposal for capacity building of local service providers (LSPs) under GEF-UNIDO-

BEE project.

Sir,

In reference to your RfP for appointing agencies for capacity building of local service

providers (LSPs) under GEF-UNIDO-BEE project “Promoting energy efficiency and

renewable energy in selected MSME clusters in India”, we hereby express our interest to

provide the required services as specified in the scope of work.

In this regard, we are enclosing our technical and financial bids in separate sealed

envelopes.

Our correspondence details are:

S. No. Particulars Details

1. Name of the Agency

2. Address of the Agency

3. Name of the contact person to whom all references shall be made regarding this RfP

4. Designation of the person mentioned at S. No. 3

5. Address of the person mentioned at S. No. 3

6. Telephone (with STD code)

7. E-Mail of the contact person

8. Fax No. (with STD code)

1 To be printed on Company Letter-head. Format to be strictly adhered

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Request for Proposal for appointing agencies for capacity building of local service providers under GEF-

UNIDO-BEE project “Promoting energy efficiency and renewable energy in selected MSME clusters in India”.

Bureau of Energy Efficiency, March 2017 Page 20 of 28

We hereby declare that our proposal is made in good faith and the information contained

is true and correct to the best of our knowledge and belief.

Thanking you,

Yours faithfully

(Seal & Signature of the authorised representative)

Name :

Designation :

Date :

Place :

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Request for Proposal for appointing agencies for capacity building of local service providers under GEF-

UNIDO-BEE project “Promoting energy efficiency and renewable energy in selected MSME clusters in India”.

Bureau of Energy Efficiency, March 2017 Page 21 of 28

7.1 Technical proposal details

The interested agencies need to submit the following details indicating the required

qualifications and relevant experience to carry out the above work, adhering to the

following sequence:

1. Experience in carrying out similar projects which includes identification, mapping

and training of the LSPs

2. Experience in development of customized training material

3. Experience in conducting EE awareness workshops and training programmes – class

room and practical

4. Experience in preparation of bankable DPRs and providing facilitation in forming

joint venture/local distributors

5. Experience in implementing EE projects (preferably in brass, ceramics, dairy,

foundry and hand tools MSME sectors)

6. Academic and professional qualifications of key personnel of the organization and

personnel relevant to this work assignment

7. Experience of key personnel in imparting EE training and capacity building programs

(preference shall be given to above sectors)

8. Experience of key personnel in implementing EE projects (preference shall be given

to above sectors)

9. Capability statement to carry out the proposed work, including the technical &

managerial structure of the agency and proposed team structure (also indicate the

number and locations of offices in India and employee strength at respective

locations)

10. Year and place of registration of the agency

11. Annual turnover and annual profits of the agency for last three financial years.

For points 1 to 5 above, it is advised to adhere the format given at section 7.1.1.

For points 6 to 8 above, it is advised to adhere the format given at section 7.1.2.

For point 9, it is advised to adhere the format given at section 7.3.

For points 10 & 11 above, it is advised to adhere the format given at section 7.2.

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Request for Proposal for appointing agencies for capacity building of local service providers under GEF-

UNIDO-BEE project “Promoting energy efficiency and renewable energy in selected MSME clusters in India”.

Bureau of Energy Efficiency, March 2017 Page 22 of 28

7.1.1 Format for prior experience2

{Please attach letter of intent/purchase order/certificate of successful completion for each project from

respective client(s)}

2 Format to be strictly adhered

1. Name of Agency/Firm

2. Assignment name

3. Nature of assignment

4. Description of project

5. Approx. value of the contract (in

INR)

6. Location & Country

7. Total duration of assignment Start date Completion date

8. Name of employer

9. Address & contact details of

employer

10. Total no. of staff months of the

assignment

11. Name of associated

consultant(s), if any

12.

Approx. value of the assignment

provided by your firm under the

contract (in INR)

13. Start date

14. Completion date

15.

No. of professional staff months

provided by associated

Consultants

16.

Name of senior professional staff

of your firm involved and

functions performed

17.

Description of actual Assignment

Assignment/job provided by

your staff within the /job:

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Request for Proposal for appointing agencies for capacity building of local service providers under GEF-

UNIDO-BEE project “Promoting energy efficiency and renewable energy in selected MSME clusters in India”.

Bureau of Energy Efficiency, March 2017 Page 23 of 28

7.1.2 Format for academic and professional experience of the key personnel(s)3

1. Name

2. Agency/Organization

3. Nature of job Permanent / Contractual

4. Date of Birth

5. Nationality

6. Education

Degree

obtained

College/ University Year Specialization

7. Membership of

Professional Associations

8. Training

9. Countries of Work

Experience

10. Languages

Language Speak Read Write

11. Employment Record: Company

Name

Last

position

Period Nature of

Job

Key projects /

activities

12. Detailed Tasks Assigned:

13. Work undertaken that best illustrates capability to handle the tasks assigned

3 Format to be strictly adhered

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Request for Proposal for appointing agencies for capacity building of local service providers under GEF-

UNIDO-BEE project “Promoting energy efficiency and renewable energy in selected MSME clusters in India”.

Bureau of Energy Efficiency, March 2017 Page 24 of 28

14. Any other details:

15. I, the undersigned, certify that to the best of my knowledge and belief, this CV correctly describes

me, my qualifications, and my experience. I understand that any wilful misstatement described

herein may lead to my disqualification or dismissal, if engaged.

Signature Date

Page 26: Request for Proposal for Appointing agencies for capacity ... · Coimbatore, Tamil Nadu Indore, Madhya Pradesh Handtools Jalandhar, Punjab Nagaur, Rajasthan 2.2 Project objective

Request for Proposal for appointing agencies for capacity building of local service providers under GEF-

UNIDO-BEE project “Promoting energy efficiency and renewable energy in selected MSME clusters in India”.

Bureau of Energy Efficiency, March 2017 Page 25 of 28

7.2 Eligibility & other details4

Please furnish details, along with supporting documents, indicating the fulfilment of all the

eligibility criteria as specified under section 4. The following table must be used as a cover

sheet:

S. No. Particulars Details

1. Name of Firm/Company *

2. Year and Place of Registration/Incorporation *

Brass Ceramics Dairy Foundry Hand tools

3.

Prior experience in the field of energy efficiency (Yes/No)

If yes, years of experience

Number of energy audits done in these above sectors

Experience in preparation of DPRs, case-studies and training material in these sectors

4. Total Number of years of work experience in the field of Energy Auditing

5. Number of pay-role employees in India as on 30th March, 2017

6. Details of two sector experts in energy auditing and training

7. Number of BEE Accredited Energy Auditors and Certified Energy Auditors/Managers

8. Application under this RfP Sole or Joint Venture

9. If JV, then details of consortium firm

10. Whether debarred/blacklisted by any government organization/ agency

(If yes, details to be furnished)

11. Any major litigation having impact or compromising the delivery of services under this contract

(If yes, details to be furnished)

FY 2013-14 FY 2014-15 FY 2015-16

12. Annual turnover from consulting and energy auditing services**

13. Annual Profits **

* Enclose a copy of Registration document

** Enclose a copy of Audited Financial Statement

4 Format to be strictly adhered

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Request for Proposal for appointing agencies for capacity building of local service providers under GEF-

UNIDO-BEE project “Promoting energy efficiency and renewable energy in selected MSME clusters in India”.

Bureau of Energy Efficiency, March 2017 Page 26 of 28

7.3 Capability statement

[Please state your understanding of the terms of reference (in respect to scope of work and deliverables) and your capability to carry out the proposed work, including the technical & managerial structure of the agency and proposed team structure (also indicate the number and locations of offices in India and employee strength at respective locations)]

7.4 Approach and Methodology

[Explain your understanding of the objectives of this assignment, approach to the assignment, methodology for carrying out the activities and obtaining the expected output, and the degree of detail of such output. Please highlight the problems being addressed and their importance, and explain the technical approach you would adopt to address them. You should also explain the methodologies you propose to adopt and highlight the compatibility of those methodologies with the proposed approach]

(Maximum four pages)

7.5 Time schedule and Work plan

[Provide the time schedule and work plan to complete the assignment]

Page 28: Request for Proposal for Appointing agencies for capacity ... · Coimbatore, Tamil Nadu Indore, Madhya Pradesh Handtools Jalandhar, Punjab Nagaur, Rajasthan 2.2 Project objective

Request for Proposal for appointing agencies for capacity building of local service providers under GEF-

UNIDO-BEE project “Promoting energy efficiency and renewable energy in selected MSME clusters in India”.

Bureau of Energy Efficiency, March 2017 Page 27 of 28

7.6 Financial bid proforma5

To

The Secretary

Bureau of Energy Efficiency

4th Floor, Sewa Bhawan,

Sector – 1, R.K. Puram,

New Delhi -110066

Subject: Financial bid for capacity building of local service providers (LSPs) under GEF-

UNIDO-BEE project.

Sir,

In reference to your RfP for appointing agencies for capacity building of local service

providers (LSPs) under GEF-UNIDO-BEE project “Promoting energy efficiency and

renewable energy in selected MSME clusters in India”, we hereby express our interest to

provide the required services as specified in the scope of work.

In this regard, we wish to submit our financial quotations, inclusive of all taxes, as below:

Quotation for capacity

building of local

service providers

(LSPs) under GEF-

UNIDO-BEE project

……….<name of

cluster>………..

₹ …………………...

(in figures)

INR ………………….……

(in words)

Thanking you,

Yours faithfully

(Seal & Signature of the authorised representative)

Name :

Designation :

Date :

Place :

5 To be printed on Company Letter-head. Format to be strictly adhered

Page 29: Request for Proposal for Appointing agencies for capacity ... · Coimbatore, Tamil Nadu Indore, Madhya Pradesh Handtools Jalandhar, Punjab Nagaur, Rajasthan 2.2 Project objective

Request for Proposal for appointing agencies for capacity building of local service providers under GEF-

UNIDO-BEE project “Promoting energy efficiency and renewable energy in selected MSME clusters in India”.

Bureau of Energy Efficiency, March 2017 Page 28 of 28

8 Contact Details

For further details and clarifications please contact

GEF-UNIDO-BEE Project Management Unit

Bureau of Energy Efficiency,

4th Floor, Sewa Bhawan,

Sector -1, R.K. Puram,

New Delhi-110066

Ph: +91-26179699, Extn: 206

E-mail: [email protected]