Expression of Interest (EOI) The provision or supply of ... 8007... · >5 years experience in operating an industrial size Chiller and Refrigeration System Optimisation plants or

CSIR EOI No.8007/14/06/2019 Page 1 of 28

Expression of Interest (EOI)

The provision or supply of professional services relating to Financial Services, Biogas, Energy System Optimisation (Power Quality, Solar Thermal, Process Heating) Assessments and Renewable Energy (Solar

PV) Assessments to the CSIR

EOI 8007/14/06/2019

Date of Issue Friday, 31 May 2019

Closing Date Friday, 14 June 2019

Place Tender box, CSIR Main Reception, Gate 3 ( North Gate)

Enquiries Strategic Procurement Unit [email protected]

CSIR business hours 08h00 – 16h30

Category Professional Services

mailto:[email protected]


TABLE OF CONTENTS

SECTION A – TECHNICAL INFORMATION 3

1 INTRODUCTION 3

2 BACKGROUND 3

3 INVITATION FOR EXPRESSION OF INTEREST 4

4 EOI SPECIFICATIONS (OVERVIEW OF REQUIREMENTS) 4

5 FUNCTIONAL EVALUATION CRITERIA 12

6 ELIMINATION CRITERIA 18

8 FINANCIAL EVALUATION 19

SECTION B – TERMS AND CONDITIONS 22

9 VENUE FOR EOI SUBMISSION 22

10 EOI PROGRAMME 22

11 SUBMISSION OF RESPONSES 22

12 DEADLINE FOR SUBMISSION 22

13 EVALUATION PROCESS 22

14 VALIDITY PERIOD OF RESPONSES 23

15 ENQUIRIES AND CONTACT WITH THE CSIR 23

16 MEDIUM OF COMMUNICATION 23

17 COST OF EXPRESSION OF INTEREST 23

18 CORRECTNESS OF RESPONSES 23

19 VERIFICATION OF DOCUMENTS 24

20 ENGAGEMENT OF CONSULTANTS 24

21 TRAVEL EXPENSES 24

22 ADDITIONAL TERMS AND CONDITIONS 25

23 CSIR RESERVES THE RIGHT TO 25

24 DISCLAIMER 25

DECLARATION BY TENDERER 26

25 ANNEXURE A 28

SCORING RATING 28


SECTION A – TECHNICAL INFORMATION 1 INTRODUCTION

The Council for Scientific and Industrial Research (CSIR) is one of the leading scientific

research and technology development organisations in Africa. In partnership with national

and international research and technology institutions, CSIR undertakes directed and

multidisciplinary research and technology innovation that contributes to the improvement

of the quality of life of South Africans. The CSIR’s main site is in Pretoria while it is

represented in other provinces of South Africa through regional offices.

2 BACKGROUND

National Cleaner Production South Africa (NCPC-SA) recruits and responds to request for

proposals from clients for various forms of services. The services offered by the NCPC-SA

through the Industrial Energy Efficiency Project (IEEP) require that external specialist

expertise be used to conduct professional services and apply the unique IEE approach

and methodology relating to Financial Proposal Development, Energy System

Optimisation (Process Heating, Biogas), Power Quality Assessment and Solar PV

assessments offered by NCPC-SA. Frequently, this narrowly specified expertise needs to

be sourced at short-notice and as part of a competitive tender process based on industry

needs. Consequently, the purpose of this process is to establish a pool of suitably pre-

qualified energy efficiency specialists from which their availability to perform the task is

established and their acceptance of a fixed service fee is confirmed, within a limited time

period, to provide specified services as part of future proposals.

The National Cleaner Production South Africa NCPC-SA is part of the CSIR Smart

Places.

The NCPC-SA group intends to pre-qualify service providers in each of the following

areas of expertise (i.e. categories), based on the criteria listed below.

Developing Financing Proposals/Applications for Energy Efficiency Projects

Development of Biogas 2-day End-User and Expert Training Material

Conducting Biogas System Optimisation Assessments

Development of Power Quality 2-day End-User and Expert Training Material


Conducting Power Quality Optimisation Assessments

Development of Process Heating 2-day End-User and Expert Training Material

Conducting Process Heating System Optimisation Assessments

Development of Solar Thermal 2-day End-User and Expert Training Material

Conducting Solar Thermal Optimisation Assessments

Development of Chiller and Refrigeration System Optimisation 2-day End-User

and Expert Training Material

Conducting Chiller and Refrigeration System Optimisation Assessments

Development of Solar PV (Renewable energy) 2-day End-User and Expert

Training Material

Conducting Solar PV (Renewable energy) System Optimisation Assessments

Conducting Energy Efficiency Related Research and Studies (incl. Guidelines)

ISO 50001 Gap Analysis

Energy System Optimisation Scoping Assessments

3 INVITATION FOR EXPRESSION OF INTEREST

Expression of interest are hereby invited from suitably-qualified service providers to be

registered on the CSIR supplier database for developing training course material and for

supplying industrial and relevant commercial assessments as set out in section 4 (EOI

specifications).

All service providers approved and registered on the CSIR supplier database, following

the CSIR approved evaluation process based on the evaluation criteria set in section 5

(evaluation process and criteria), will be given a fair opportunity to bid for future work

following the CSIR procurement policy.

4 EOI SPECIFICATIONS (OVERVIEW OF REQUIREMENTS)

All expressions of interest are to be submitted in a format specified in this enquiry (as

applicable). However, service providers are welcome to submit additional or alternative

expression of interest over and above the originally specified format (e.g. other

capabilities that you may be deem to be relevant).


Project Name Type of Assessment Consultant Criteria

Developing Financing

Proposals/Applications for Energy

Efficiency Projects

Financial match-

making/linkage support to

enterprises to promote

investment in Energy

Efficiency

Retail banking specialist or

Business analysts/broker or

Professional banker (esp. retired bankers) or

>5 years retail banking/project financing experience

a) Development of Biogas 2-day End-

User and Expert Training Material

Development of:

Course curriculum

Training Manual

Slide pack

Facilitator

guideline/notes

Examination scripts and

memorandum

Relevant university engineering degree with 3 years Biogas experience or

Relevant Technical Diploma with 5 years’ Biogas experience or

>5 years experience in operating an industrial size biogas plants or

Relevant Qualification in Training Assessment, Moderation and Facilitation

Understanding of global Bio-technology development and the financial

structures of sustainable Biogas operations

>5 years technical training experience

b) Conducting Biogas System

Optimisation Assessments

150 kW to multi-Megawatt

Industrial and Commercial

Biogas Plants following the

UNIDO Energy System

Optimisation Assessment

Methodology

Relevant university engineering, environmental science, business

administration degree with 1 year Biogas assessment experience or

Relevant Technical Diploma with 2 years’ Biogas assessment experience and

Successful completion the NCPC-SA Biogas Expert Training Programme (when

available)

Knowledge in quality, value chain development or SME competiveness is an

asset.


Specifically national experts implementing technical cooperation projects with

a focus on biogas solutions

a) Development of Process Heating 2-

day End-User and Expert Training

Material

Development of:

Course curriculum

Training Manual

Slide pack

Facilitator

guideline/notes


memorandum

Relevant university engineering degree with 3 years Process Heating Project

experience or

Relevant Technical Diploma with 5 years’ Process Heating Project experience

or

>7 years experience in operating an industrial size Process Heating plant(s)

and


Understanding of global the Process Heating technology development and the

financial structures of its sustainable operations


b) Conducting Process Heating System


Industrial size Process

Heating Plants following the

UNIDO Energy System


Methodology


administration degree with 1 year Process Heating assessment experience or

Relevant Technical Diploma with 2 years’ Process Heating assessment

experience and

Successful completion the NCPC-SA Process Heating Expert Training

Programme (when available)

Engineers who worked in diverse range of activities including distillation,

evaporation, drying, extraction, curing, heat treating, melting and providing

the heat for endothermic chemical reactions.


Specifically national experts implementing technical cooperation projects with

a focus on process heating solutions

Individuals who have experience in investigating energy savings that can be

made by improving working practices and by upgrading processes,

technologies and equipment. Including those who have acquired general

energy saving techniques applicable to all forms of process heating as well as

those related to specific process heating techniques.

a) Development of Chiller and

Refrigeration System Optimisation

2-day End-User and Expert Training

Material

Development of:

Course curriculum

Training Manual

Slide pack

Facilitator

guideline/notes


memorandum

Relevant university engineering degree with 3 years Chiller and Refrigeration

System Optimisation experience or

Relevant Technical Diploma with 5 years’ Chiller and Refrigeration System

Optimisation experience or

>5 years experience in operating an industrial size Chiller and Refrigeration

System Optimisation plants or


Understanding of global Bio-technology development and the financial

structures of sustainable Biogas operations


b) Conducting Chiller and Refrigeration

System Optimisation Assessments


size of Chiller and

Refrigeration Plants and

Facilities following the

UNIDO Energy System



administration degree with 1 year Chiller and Refrigeration System

Optimisation assessment experience or

Relevant Technical Diploma with 2 years’ Chiller and Refrigeration assessment

experience and

Successful completion the NCPC-SA Chiller and Refrigeration Expert Training


Methodology Programme (when available) and

Experienced individuals in the operation and maintenance of chiller systems,

consulting engineers and energy managers with an understanding of chiller

and refrigeration systems.

a) Development of Power Quality 2-

day End-User and Expert Training

Material

Development of:

Course curriculum

Training Manual

Slide pack

Facilitator

guideline/notes


memorandum

Relevant university electrical/electronic (heavy and or light current)

engineering degree with 5 years Power Quality Project experience or

Relevant Technical Diploma with 10 years’ Power Quality Project experience

or

>10 years experience in monitoring an industrial size electrical distribution

boards or


>7 years technical training experience and

Member of South African Power Quality Initiative (SAPQI)

b) Conducting Power Quality


Single and 3-phase


size of electrical circuits

following the UNIDO Energy

System Optimisation

Assessment Methodology


administration degree with 1 year Power Quality System Optimisation

assessment experience or

Relevant Technical Diploma with 2 years’ Power Quality System Optimisation

assessment experience and

Successful completion the NCPC-SA Power Quality Expert Training Programme

(when available)


Individuals who have developed and manufactured proven power quality

solutions

Individuals who can monitor and take measures to improve power factor and

reduce total harmonic distortion in industrial electrical systems

Individuals not only experienced in simplifying the understanding of the

quality of power but also able to make it sustainable for any business.

A professional who has extensive experience in electrical engineering and

ready to provide tailor made strategy that will enable a sustainable and

efficient use of electrical energy.

a) Development of Solar PV 2-day End-


Development of:

Course curriculum

Training Manual

Slide pack

Facilitator

guideline/notes


memorandum

Relevant university engineering degree with 3 years Solar PV Project

experience or

Relevant Technical Diploma with 5 years’ Solar PV Project experience or

>7 years experience in operating an industrial size Solar PV plants or


Understanding of global the Solar PV technology development and the



b) Conducting Solar PV System


c) Fluidisation and Renewable Energy


size of Solar PV Plants


System Optimisation


administration degree with 1 year Renewable Energy System Optimisation


Relevant Technical Diploma with 2 years’ Renewable Energy System


Assessment Methodology Optimisation assessment experience and

Successful completion the NCPC-SA Solar PV Expert Training Programme

(when available)

Individuals who have developed Solar PV analysis and installation of PV

systems.

Individuals who services, supports monitoring and inspects PV systems.

a) Development of Solar Thermal 2-day

End-User and Expert Training

Material

Development of:

Course curriculum

Training Manual

Slide pack

Facilitator

guideline/notes


memorandum

Relevant university engineering degree with 3 years Solar Thermal Project

experience or

Relevant Technical Diploma with 5 years’ Solar Thermal Project experience or

>7 years experience in operating/maintaining an industrial size Solar Thermal

plants or


Understanding of global the Solar Thermal technology development and the



b) Conducting Solar Thermal



size of Solar Thermal Plants


System Optimisation

Assessment Methodology


administration degree with 1 year Solar Thermal System Optimisation


Relevant Technical Diploma with 2 years’ Solar Thermal System Optimisation

assessment experience and

Successful completion the NCPC-SA Solar Thermal Expert Training Programme


(when available)

Individuals who have developed thermal energy analysis and installation of PV

systems that utilises Solar power to satisfy thermal loads in the industrial and

commercial sectors.

Individuals who services, supports monitoring and inspects PV systems.

Conducting Industrial and or

Commercial Energy Efficiency Related

Research and Studies (incl. Guidelines)

Sector specific:-

Company and sector

studies (Best Practice Quick

Self-Help Guides for

Industry)

Relevant Master’s qualification

Practitioner, Strategic engager, Loan facilitator, Grant-funding

Entrepreneurship

>5 year experience in relevant field of study

Funding application facilitator with a 5 year track record

Business and Process model development, Systemization of processes.

ISO 50001 Gap Analysis EnMS Implementation

Demonstration Plants

NCPC-SA/UNIDO EnMS expert with at least 3 years EnMS implementation

experience or

An accredited ISO 50001 auditor

Energy System Optimisation Scoping

Assessments

EnMS and ESO

Demonstration Plants

National NCPC-SA/UNIDO national expert in the relevant energy system

Minimum 10 years experience

Minimum 50 x energy system optimisation assessments in the relevant field


5 FUNCTIONAL EVALUATION CRITERIA

5.1 The evaluation of the functional / technical detail of the expression of interest will be based on the following criteria:

Project Name Consultant Criteria Minimum Scoring

Developing Financing

Proposals/Applications for

Energy Efficiency Projects

Retail banking specialist or: 15%

Business analysts/broker or: 15%

Professional banker (esp. retired bankers) or: 15 %

>5 years retail banking/project financing experience: 55%

70%

a) Development of Biogas 2-

day End-User and Expert

Training Material

Relevant university engineering degree with 3 years Biogas experience or: 15%

Relevant Technical Diploma with 5 years’ Biogas experience or: 15%

>5 years experience in operating an industrial size biogas plants or: 15%

Relevant Qualification in Training Assessment, Moderation and Facilitation: 10%

Understanding of global Bio-technology development and the financial structures

of sustainable Biogas operations: 10%

>5 years technical training experience: 50%

70%

b) Conducting Biogas System


Relevant university engineering, environmental science, business administration

degree with 1 year Biogas assessment experience or: 15%

Relevant Technical Diploma with 2 years’ Biogas assessment experience and: 15%

Successful completion the NCPC-SA Biogas Expert Training Programme (when

available): 10%

Knowledge in quality, value chain development or SME competiveness is an asset:

70%


10%

Specifically national experts implementing technical cooperation projects with a

focus on sustainable biogas solutions: 50%

a) Development of Process

Heating 2-day End-User and

Expert Training Material

Relevant university engineering degree with 3 years Process Heating Project

experience or: 15%

Relevant Technical Diploma with 5 years’ Process Heating Project experience or:

15%

>7 years experience in operating an industrial size Process Heating plant(s) and:

15%


Understanding of global the Process Heating technology development and the

financial structures of its sustainable operations: 10%


70%

b) Conducting Process Heating

System Optimisation

Assessments


degree with 1 year Process Heating assessment experience or: 15%

Relevant Technical Diploma with 2 years’ Process Heating assessment experience

and: 15%

Successful completion the NCPC-SA Process Heating Expert Training Programme

(when available):10 %

70%


Engineers who worked in diverse range of activities including distillation,

evaporation, drying, extraction, curing, heat treating, melting and providing the

heat for endothermic chemical reactions. :10%

Specifically national experts implementing technical cooperation projects with a

focus on process heating solutions: 10%

Individuals who have experience in investigating energy savings that can be made

by improving working practices and by upgrading processes, technologies and

equipment. Including those who have acquired general energy saving techniques

applicable to all forms of process heating as well as those related to specific process

heating techniques.: 40%

a) Development of Chiller and

Refrigeration System

Optimisation 2-day End-

User and Expert Training

Material

Relevant university engineering degree with 3 years Chiller and Refrigeration

System Optimisation experience or:15%

Relevant Technical Diploma with 5 years’ Chiller and Refrigeration System

Optimisation experience or: 15%

>5 years experience in operating an industrial size Chiller and Refrigeration

System Optimisation plants or: 10%


Understanding of global Bio-technology development and the financial structures

of sustainable Biogas operations: 10%


70%


b) Conducting Chiller and

Refrigeration System



degree with 1 year Chiller and Refrigeration System Optimisation assessment

experience or: 20%

Relevant Technical Diploma with 2 years’ Chiller and Refrigeration assessment

experience and: 20%

Successful completion the NCPC-SA Chiller and Refrigeration Expert Training

Programme (when available) and: 10%

Experienced individuals in the operation and maintenance of chiller systems,

consulting engineers and energy managers with an understanding of chiller and

refrigeration systems: 50%

70%

a) Development of Power

Quality 2-day End-User and


Relevant university electrical/electronic (heavy and or light current) engineering

degree with 5 years Power Quality Project experience or: 15%

Relevant Technical Diploma with 10 years’ Power Quality Project experience or:

15%

>10 years experience in monitoring an industrial size electrical distribution boards

or: 10%


>7 years technical training experience and: 10%

Member of South African Power Quality Initiative (SAPQI): 40%

70%

b) Conducting Power Quality Relevant university engineering, environmental science, business administration 70%


Optimisation Assessments degree with 1 year Power: 10%

Quality System Optimisation assessment experience or: 10%

Relevant Technical Diploma with 2 years’ Power Quality System Optimisation

assessment experience and: 10%

Successful completion the NCPC-SA Power Quality Expert Training Programme

(when available): 10%

Individuals who have developed and manufactured proven power quality solutions:

10

Individuals who can monitor and take measures to improve power factor and

reduce total harmonic distortion in industrial electrical systems: 10%

Individuals not only experienced in simplifying the understanding of the quality of

power but also able to make it sustainable for any business: 10%

A professional who has extensive experience in electrical engineering and ready

to provide tailor made strategy that will enable a sustainable and efficient use of

electrical energy: 30%

a) Development of Solar PV 2-

day End-User and Expert

Training Material

Relevant university engineering degree with 3 years Solar PV Project experience

or: 15%

Relevant Technical Diploma with 5 years’ Solar PV Project experience or: 15%

>7 years experience in operating an industrial size Solar PV plants or: 15%


Understanding of global the Solar PV technology development and the financial

70%


structures of its sustainable operations: 10%


c) Conducting Solar PV System


d) Fluidisation and Renewable

Energy


degree with 1 year Renewable Energy System Optimisation assessment

experience or: 20%

Relevant Technical Diploma with 2 years’ Renewable Energy System Optimisation

assessment experience and: 20%

Successful completion the NCPC-SA Solar PV Expert Training Programme (when

available): 10%

Individuals who have developed Solar PV analysis and installation of PV systems:

10%

Individuals who services, supports monitoring and inspects PV systems: 40%

70%

ISO 50001 Gap Analysis NCPC-SA/UNIDO EnMS expert with at least 3 years EnMS implementation

experience or: 30%

An accredited ISO 50001 auditor: 70%

70%

Energy System Optimisation

Scoping Assessments

National NCPC-SA/UNIDO national expert in the relevant energy system: 40%

Minimum 10 years of relevant experience: 30%

Minimum 50 x energy system optimisation assessments in the relevant field: 40%

70%


5.2 Expression of interest with functionality / technical points of less than the pre-

determined minimum overall percentage of 80 % and less than 50 % on any of the

individual criteria will not be considered to be registered on the CSIR’s supplier

database.

5.3 The service provider shall prepare for a possible presentation should CSIR require

such and the service provider shall be notified timeously.

5.4 Refer to Annexure A for the scoring sheet that will be used to evaluate functionality.

6 ELIMINATION CRITERIA

Expression of interest will be eliminated under the following conditions:

Submission after the deadline;

Responses submitted at incorrect location; and

No attachment Registration with the respective professional body / association etc

No attachment of required and relevant University Degree

No attachment of on-the-job reference letter

The provision of the following documentation will be an added advantage, with the EOI

document:

National Treasury’s Central Supplier Database (CSD) number – M-Number

B-BBEE certificate/sworn affidavit

Tax Pin number

Failure to submit any other required or mandatory documents will invalidate the respondents

pre-qualification.

7 NATIONAL TREASURY CENTRAL SUPPLIER DATABASE (CSD) REGISTRATION

Before any negotiations will start with the winning bidder it will be required from the winning

bidder to:


Be registered on National Treasury’s Central Supplier Database (CSD). Registrations can

be completed online at: www.csd.gov.za; and

Provide the CSIR with their CSD registration number.

8 FINANCIAL EVALUATION

The procurement of and payment for all services to be provided by the qualified suppliers are

subject to the policies, procedures and registrations applicable at the CSIR.

The NCPC-SA pays a standard professional fee of seven thousand rand (R 7 000.00 VAT

exclusive) per day for all services relating to IEEP activities defined above. The fee will be

based on the number of days required on site at the beneficiary plant and the desktop work in

developing the activity report. The plant sizes range from Small to Very Large and are

determined by the complexity of its utilities and the annual value of their energy consumption

as specified below:

Small Plant – R150 000 to R700 000 annum

Medium Plant – R700 001 to R15 000 000 annum

Large Plant – R15 000 001 to R100 000 000 annum

Very Large Plant – R100 000 000 annum

Research Paper for Energy Efficiency Demonstration Plants

Sector Specific Research Paper

Energy System Optimisation Scoping Assessment

The standard fee for the plant sizes are detailed in the table below and may be revised by the

NCPC-SA when necessary:


Service

Contracted Days/Metrix

Daily Rate

Contract Fee (excl VAT)

Small Medium Large Very

Large Small Medium Large Very Large

ESO Assessment

(Process Heating System

Optimisation, Biogas System

Optimisation and Chiller &

Refrigeration)

6 8 12 15 R 7 000 R 42 000 R 56 000 R 84 000 R 105 000

ESO Scoping Assessment (PSO,

SSO, HVAC, Chiller & Refrigeration,

MSO, Process Heating, Solar

Thermal and Biogas)

N/A N/A 5 6 R 7 000 N/A N/A R 35 000 R 42 000

Compressed air and Fans Scoping

Assessment N/A N/A 6 7 R 7 000 N/A N/A R 42 000 R 49 000

ISO 50001 Gap Analysis N/A N/A N/A N/A R 7 000 Under R30k

(VAT incl.)

Under R30k

(VAT incl.)

Under R30k

(VAT incl.)

Under R30k (VAT

incl.)

Financing Proposals/Applications for

Energy Efficiency Projects Max. of 5 days and 15 pages of report R 7 000 R 35 000

Company and sector research paper Max. of 9 days and 25 pages of report R 7 000 R 63 000


Industrial and sector wide energy

efficiency study Max. of 12 days and 50 pages R 7 000 R 84 000

Power Quality 6 8 12 15 R 7 000 R 42 000 R 56 000 R 84 000 R 105 000

Solar System (Renewable energy) 6 8 12 15 R 7 000 R 42 000 R 56 000 R 84 000 R 105 000

Photovoltaic Thermal Energy 6 8 12 15 R 7 000 R 42 000 R 56 000 R 84 000 R 105 000


SECTION B – TERMS AND CONDITIONS 9 VENUE FOR EOI SUBMISSION

All expression of interests must be submitted at:

CSIR GATE 03 - Main Reception Area (in the Tender box) at the following address

Council for Scientific and Industrial Research (CSIR)

Meiring Naudé Road

Brummeria

Pretoria

10 EOI PROGRAMME

The EOI program, as currently envisaged, incorporates the following key dates:

Issue of EOI documents: Friday, 31 May 2019

Closing / submission Date: Friday, 14 June 2019

The CSIR will inform all successful suppliers qualifying to be registered on the CSIR

supplier database in due course.

11 SUBMISSION OF RESPONSES

11.1 All expressions of interest are to be sealed. No open expression of interest will be

accepted.

11.2 All expressions of interest are to be clearly marked with the EOI number and the name

of the service provider on the outside of the main package.

11.3 Responses submitted by companies must be signed by a person or persons duly

authorised.

12 DEADLINE FOR SUBMISSION

Expression of interest shall be submitted at the address mentioned above no later than

the closing date of Friday 14 June 2019 during CSIR’s business hours. The CSIR

business hours are between 08h00 and 16h30.

Where an EOI is not received by the CSIR by the due date and stipulated place, it will be

regarded as a late EOI. Late EOI’s will not be considered.

13 EVALUATION PROCESS

The EOI evaluation process will include a functionality/technical evaluation. No price

evaluation will be done at this stage. To be a preferred supplier the service provider shall


meet the minimum threshold for functionality and will have a B-BBEE level 1 certificate.

Approved suppliers shall meet a minimum threshold for functionality.

14 VALIDITY PERIOD OF RESPONSES

Each expression of interest shall be valid for a minimum period of three (3) months

calculated from the closing date.

15 ENQUIRIES AND CONTACT WITH THE CSIR

Any enquiry regarding this EOI shall be submitted in writing to CSIR at [email protected]

with “EOI No 8007/14/06/2019 - The provision or supply of professional services

relating to Financial Services, Biogas, Energy System Optimisation (Power Quality,

Solar Thermal, Process Heating,…) Assessments and Renewable Energy (Solar

PV,…) Assessments to the CSIR” as the subject.

16 MEDIUM OF COMMUNICATION

All documentation submitted in response to this Expression of Interest must be in English.

17 COST OF EXPRESSION OF INTEREST

Service providers are expected to fully acquaint themselves with the conditions,

requirements and specifications of this EOI before submitting responses. Each service

provider assumes all risks for resource commitment and expenses, direct or indirect, of

EOI preparation and participation throughout the EOI process. The CSIR is not

responsible directly or indirectly for any costs incurred by service providers.

18 CORRECTNESS OF RESPONSES

18.1 The service provider must confirm satisfaction regarding the correctness and validity of

their EOI.


19 VERIFICATION OF DOCUMENTS

19.1 Service providers should check the numbers of the pages to satisfy themselves that

none are missing or duplicated. No liability will be accepted by the CSIR in regard to

anything arising from the fact that pages are missing or duplicated.

19.2 One hard copy and one electronic copy (CD or USB memory key) of each EOI must

be submitted. In the event of a contradiction between the submitted copies, the hard

copy shall take precedence.

19.3 Emailed expression of interest submissions will not be accepted.

19.4 If a courier service company is being used for delivery of the EOI document, the EOI

description must be endorsed on the delivery note/courier packaging to ensure that

documents are delivered to the tender box, by the date as mentioned above.

20 ENGAGEMENT OF CONSULTANTS

All potential service providers need to note that consultants will only be remunerated at the rates:

20.1 Determined in the "Guideline for fees", issued by the South African Institute of Chartered

Accountants (SAICA); or

20.2 Set out in the "Guide on Hourly Fee Rates for Consultants", by the Department of Public

Service and Administration (DPSA); or

20.3 Prescribed by the body - regulating the profession of the consultant.

21 TRAVEL EXPENSES

All potential service providers need to note that travel expenses will be managed as

followed should they need to travel on behalf of the CSIR in future:

21.1 All travel expenses for the CSIR’s account, be it directly via the CSIR’s travel agent or

indirectly via re-imbursements, must be in line with the CSIR’s travel policy. The

following will apply:

21.1.1 Only economy class tickets will be used.

21.1.2 A maximum of R1300 per night for accommodation, dinner, breakfast and parking will

be allowed.

21.1.3 No car rentals of more than a Group B will be accommodated.


22 ADDITIONAL TERMS AND CONDITIONS

22.1 Service providers shall not assume that information and/or documents supplied to

CSIR, at any time prior to this request, are still available to CSIR, and shall

consequently not make any reference to such information document in its response to

this request.

22.2 Copies of any affiliations, memberships and/or accreditations that support your

submission must be included in the response.

22.3 An omission to disclose material information, a factual inaccuracy, and/or a

misrepresentation of fact may result in the disqualification of a response, or

cancellation of any subsequent contract.

22.4 Failure to comply with any of the terms and conditions as set out in this document will

invalidate the response.

23 CSIR RESERVES THE RIGHT TO

23.1 Extend the closing date;

23.2 Verify any information contained in a response;

23.3 Request documentary proof regarding any tendering issue;

23.4 Cancel or withdraw this EOI as a whole or in part; and

23.5 Not to include any supplier on the list of suppliers on the approved database based on

functional criteria not met.

24 DISCLAIMER

This EOI is an expression of interest only and not an offer document; answers to it must

not be construed as acceptance of an offer or imply the existence of a contract between

the parties. By submission of its EOI, service providers shall be deemed to have satisfied

themselves with and to have accepted all Terms & Conditions of this EOI. The CSIR

makes no representation, warranty, assurance, guarantee or endorsements to service

provider concerning the EOI, whether with regard to its accuracy, completeness or

otherwise and the CSIR shall have no liability towards the service provider or any other

party in connection therewith.


DECLARATION BY TENDERER

Only tenderers who completed the declaration below will be considered for evaluation.

EOI 8007/14/06/2019 I hereby undertake to render services described in the attached tendering documents to CSIR

in accordance with the requirements and task directives / proposal specifications stipulated in

EOI 8007/14/06/2019 at the price/s quoted. My offer/s remains binding upon me and open for

acceptance by the CSIR during the validity period indicated and calculated from the closing

date of the proposal.

I confirm that I am satisfied with regards to the correctness and validity of my proposal; that

the price(s) and rate(s) quoted cover all the services specified in the proposal documents; that

the price(s) and rate(s) cover all my obligations and I accept that any mistakes regarding

price(s) and rate(s) and calculations will be at my own risk.

I accept full responsibility for the proper execution and fulfilment of all obligations and

conditions devolving on me under this proposal as the principal liable for the due fulfilment of

this proposal.

I declare that I have no participation in any collusive practices with any tenderer or any other

person regarding this or any other proposal.

I accept that the CSIR may take appropriate actions, deemed necessary, should there be a

conflict of interest or if this declaration proves to be false.

I confirm that I am duly authorised to sign this proposal.

NAME (PRINT) …………………………. CAPACITY ……………………….

SIGNATURE ……………………………. NAME OF FIRM ………………………….….

DATE …………..


Project Name Interested

Yes No

Development of Power Quality 2-day End-User


Conducting Power Quality Optimisation

Assessments

Development of Process Heating 2-day End-


Conducting Process Heating System


Development of Solar Thermal 2-day End-User


Conducting Solar Thermal Optimisation

Assessments

Development of Chiller and Refrigeration

System Optimisation 2-day End-User and


Conducting Chiller and Refrigeration System


Development of Solar PV (Renewable energy)

2-day End-User and Expert Training Material

Conducting Solar PV (Renewable energy)

System Optimisation Assessments

Conducting Energy Efficiency Related Research

and Studies (incl. Guidelines)

ISO 50001 Gap Analysis

Energy System Optimisation Scoping

Assessments


25 ANNEXURE A

CRITERIA DESCRIPTION

SCORING RATING

% 0 2 5 7 8 10

Weight No response

Poor

Average

Good

Very good

Excellent

Documents

Expression of Interest (EOI) The provision or supply of ... 8007... · >5 years experience in operating an industrial size Chiller and Refrigeration System Optimisation plants or