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81311009-Advisory services to Water and Wastewater Utilities and to the Water Sector Regulator

GIZ has been commissioned to implement the project "Strengthening Institutions for Sustainable Water Supply and Sanitation in Zambia (SIWaS)" on behalf of the German Federal Ministry for Economic Cooperation and Development (BMZ). The EU Action "Nexus Energy and Water Program for Zambia (NEWZA)" is part of the Joint European Strategy …

CPV: 90000000 Servicios de alcantarillado, basura, limpieza y medio ambiente, 65100000 Distribución de agua y servicios conexos, 71800000 Servicios de consultoría en suministro de agua y en materia de desechos

Plazo:

14 de noviembre de 2024 a las 12:00

Tipo de plazo:

Presentación de una oferta

Lugar de ejecución:

81311009-Advisory services to Water and Wastewater Utilities and to the Water Sector Regulator

Organismo adjudicador:

Deutsche Gesellschaft für Internationale Zusammenarbeit (GIZ) GmbH

Número de premio:

81311009

1. Buyer

1.1 Buyer

Official name : Deutsche Gesellschaft für Internationale Zusammenarbeit (GIZ) GmbH

Legal type of the buyer : Public undertaking, controlled by a central government authority

Activity of the contracting authority : General public services

2. Procedure

2.1 Procedure

Title : 81311009-Advisory services to Water and Wastewater Utilities and to the Water Sector Regulator

Description : GIZ has been commissioned to implement the project "Strengthening Institutions for Sustainable Water Supply and Sanitation in Zambia (SIWaS)" on behalf of the German Federal Ministry for Economic Cooperation and Development (BMZ). The EU Action "Nexus Energy and Water Program for Zambia (NEWZA)" is part of the Joint European Strategy for Zambia and is flag shipped under the Global Gateway strategy. NEWZA"s objective is a decisive improvement of the energy-water supply situation in Zambia by increasing the operational and financial performance of five water utilities and strengthening the Ministry of Water Development and Sanitation and the regulator, the National Water Supply and Sanitation Council. The project"s 5 target utilities are Southern, Eastern, Nkana, Chambeshi, and Lukanga Water Supply and Sanitation Company. NEWZA is jointly co-financed by the European Union, the BMZ and UNICEF, and is implemented by KfW, UNICEF, and GIZ. The GIZ SIWaS Project is contributing to the NEWZA"s Output 4 which has the specific objective of enhancing organizational, networking and financial capacities of water utilities and national institutions to ensure urban, peri-urban and rural water and sanitation services are supplied in a cost-effective and cost-coverage principles, transparent, and inclusive manner. (CU and National level Capacity Building, Knowledge Exchange and Operational Efficiency) The updating of the regulatory procedures in line with sector policy requirements (Output 2) and by introducing clean energy alternatives, audits for energy saving, long-term financial planning, reducing commercial water losses, and improving the operational and financial performance of the 5 utilities, the project addresses climate-induced and supply-related challenges as well as technical capacity deficiencies (Outputs 3 and 4). In addition, support for the development and implementation of business plans to include analysis, cost projections, capital investment programming (to be provided in Output 3), and having a strategy in place for ring-fencing surpluses of the utility income for investments at the national level (output 2) will support closing the growing investment gap and loan repayment. Furthermore, this will contribute to the sector's progress towards achieving the policy objective of self-financing and sustainable operation and maintenance. By implementing these measures, the utilities will move towards financial self-sufficiency and improved performance. Furthermore, the measures will boost and contribute to increased access to green energy and water supply for all. This ultimately contributes to the sustainable provision of water supply for all (Impact) The project serves as a hub for the exchange of information amongst the 11 utilities in Zambia through the Water Utility Platform and will particularly support the 5 utilities in strengthening their operational, technical and financial capacities in close collaboration and engagement with the national water regulator, the Ministry of Water, and the Local Authorities. GIZ intends to contract out services related to Output 2 at the national level and Output 3 and 4 at the district level.

Procedure identifier : a103fffd-5091-40a6-a086-badbf4160522

Internal identifier : 81311009

Type of procedure : Open

The procedure is accelerated : no

Justification for the accelerated procedure :

Main features of the procedure :

2.1.1 Purpose

Main nature of the contract : Services

Main classification ( cpv ): 90000000 Sewage, refuse, cleaning and environmental services

Additional classification ( cpv ): 65100000 Water distribution and related services

Additional classification ( cpv ): 71800000 Consulting services for water-supply and waste consultancy

2.1.2 Place of performance

Town : Zambia

Postcode : 00000

Country : Zambia

2.1.4 General information

Additional information : Bekanntmachungs-ID: CXTRYY6Y12K96RUE All communication takes place in English via communication tool in the project area of the procurement portal.

Legal basis :

Directive 2014/24/EU

vgv -

2.1.6 Grounds for exclusion

Analogous situation like bankruptcy under national law : Zwingende bzw. fakultative Ausschlussgründe nach §§ 123 bis 126 GWB

Bankruptcy : Zwingende bzw. fakultative Ausschlussgründe nach §§ 123 bis 126 GWB

Corruption : Zwingende bzw. fakultative Ausschlussgründe nach §§ 123 bis 126 GWB

Arrangement with creditors : Zwingende bzw. fakultative Ausschlussgründe nach §§ 123 bis 126 GWB

Participation in a criminal organisation : Zwingende bzw. fakultative Ausschlussgründe nach §§ 123 bis 126 GWB

Agreements with other economic operators aimed at distorting competition : Zwingende bzw. fakultative Ausschlussgründe nach §§ 123 bis 126 GWB

Breaching of obligations in the fields of environmental law : Zwingende bzw. fakultative Ausschlussgründe nach §§ 123 bis 126 GWB

Money laundering or terrorist financing : Zwingende bzw. fakultative Ausschlussgründe nach §§ 123 bis 126 GWB

Fraud : Zwingende bzw. fakultative Ausschlussgründe nach §§ 123 bis 126 GWB

Child labour and other forms of trafficking in human beings : Zwingende bzw. fakultative Ausschlussgründe nach §§ 123 bis 126 GWB

Insolvency : Zwingende bzw. fakultative Ausschlussgründe nach §§ 123 bis 126 GWB

Breaching of obligations in the fields of labour law : Zwingende bzw. fakultative Ausschlussgründe nach §§ 123 bis 126 GWB

Assets being administered by liquidator : Zwingende bzw. fakultative Ausschlussgründe nach §§ 123 bis 126 GWB

Guilty of misrepresentation, withheld information, unable to provide required documents and obtained confidential information of this procedure : Zwingende bzw. fakultative Ausschlussgründe nach §§ 123 bis 126 GWB

Conflict of interest due to its participation in the procurement procedure : Zwingende bzw. fakultative Ausschlussgründe nach §§ 123 bis 126 GWB

Direct or indirect involvement in the preparation of this procurement procedure : Zwingende bzw. fakultative Ausschlussgründe nach §§ 123 bis 126 GWB

Guilty of grave professional misconduct : Zwingende bzw. fakultative Ausschlussgründe nach §§ 123 bis 126 GWB

Early termination, damages or other comparable sanctions : Zwingende bzw. fakultative Ausschlussgründe nach §§ 123 bis 126 GWB

Breaching of obligations in the fields of social law : Zwingende bzw. fakultative Ausschlussgründe nach §§ 123 bis 126 GWB

Payment of social security contributions : Zwingende bzw. fakultative Ausschlussgründe nach §§ 123 bis 126 GWB

Business activities are suspended : Zwingende bzw. fakultative Ausschlussgründe nach §§ 123 bis 126 GWB

Payment of taxes : Zwingende bzw. fakultative Ausschlussgründe nach §§ 123 bis 126 GWB

Terrorist offences or offences linked to terrorist activities : Zwingende bzw. fakultative Ausschlussgründe nach §§ 123 bis 126 GWB

5. Lot

5.1 Lot technical ID : LOT-0001

Title : 81311009-Advisory services to Water and Wastewater Utilities and to the Water Sector Regulator

Description : Interventions of the project "Strengthening Institutions for Sustainable Water Supply and Sanitation in Zambia (SIWaS)" target to strengthen the capacities of the national water regulator, NWASCO, which is detrimental in guiding the sector to the policy goals (Outputs 2) and supporting the 5 Commercial Utilities (CUs) in enhancing their organizational, networking and financial capacities to ensure water supply and sanitation services are supplied in a cost-effective, transparent and inclusive manner (Output 3, indicator 4). The services of the Contractor shall focus on Output 2 at national level and (Output 3, indicator 4). The Contractor shall be responsible for the implementation of the following work packages (WP): WP 1: Reorienting existing urban regulatory system, enlarge it to rural WSS and strengthening consumer voice WP 2: Improve performance, including access for the poor, and cooperation in the sector through regulation WP 3: Support 5 CUs to improve the piloting of their enterprise and infrastructure development WP 4: Improve CUs operations and cooperation amongst CUs / LAs, NWASCO, and MWDS Key tasks under WP 1 (Reorienting existing urban regulatory system, enlarging it to rural WSS, and strengthening consumer voice) - Review orientation and propose principles (best practice) for regulation to detail the boundaries of regulation and secure harmonisation with sector policies and legislation in line with good international practices. - Propose a strategy for ring-fencing surpluses of CU income for investments in infrastructure, repayment of loans, and financing with donor funds. - Review regulatory framework for rural WSS. - Elaborate draft guidelines for rural WSS service provision. - Update the concept of consumer representation to ensure sustainability in consumer participation. - Key tasks under WP 2 (Improve performance, including access for the poor, and cooperation in the sector through regulation) - Propose adjusted KPIs for improved performance monitoring. - Review and update guidelines on energy audit & efficiency - Elaborate draft guidelines on long-term financial planning Document experiences and lessons learned. - Review and update existing guidelines on NRW - Support the assessment of the existing Enterprise Resource Planning/ billing system and development of a recommendation for a unified ERP system. - Propose a sustainable financing concept for NWASCO and an action plan to collect arrears of fee payment. Key tasks under WP 3 (Support 5 CUs to improve the operations of their enterprise and infrastructure development) - Propose a concept for the development of 5-years business planning for CUs - Install a controlling system (for steering) supported by the necessary performance indicators for all departments at the 5 CUs. - Support the 5 CUs in the strengthening of leadership and organizational skills among middle management. - Propose and support the implementation of a digitalization concept. - Action Plan for improving planning and supervision of infrastructure development projects for each supported CU adopted Key tasks under WP 4 (Improved CUs operation and cooperation among CUs / LAs, NWASCO and MWDS) - Analyse the status in the key areas of corporate management. - Analyse the status in the other areas of interventions (digitalization, energy, WASH, drinking water quality / effluent management) and propose improvements concept in each of the areas. - Propose a long-term financial planning system to be introduced at the CUs and support its introduction. - Propose and support the implementation of a hands-on concept on NRW management (commercial water losses). - Carry out audits for energy savings and propose an action plan for each of the 5 CUs. - Carry out audits on drinking water and effluent quality improvements and propose an action plan for it. A team of experts shall be provided by the Contractor for this purpose. This shall include (1) team leader and with international profile, (2) Water sector regulation expert with an international profile, (3) deputy team leader/ water utility management expert with a national profile based at Southern Water and Sanitation Company, (4) water utility management expert with national profile based Lukanga Water and Sanitation Company and Nkana Water and Sanitation Company, (5) water utility management expert with national profile based in Chambeshi Water and Sanitation Company and Eastern Water and Sanitation Company (6) pool of short-term experts with international profiles and (7) pool of short-term experts with national profiles. Close coordination with the GIZ project team will be required. The Contractor may be a single firm or a consortium of various consulting firms. The involvement of consulting firms from Zambia within subcontracting or joint venture arrangements will be permitted.

Internal identifier : 81311009

5.1.1 Purpose

Main nature of the contract : Services

Main classification ( cpv ): 90000000 Sewage, refuse, cleaning and environmental services

Additional classification ( cpv ): 65100000 Water distribution and related services

Additional classification ( cpv ): 71800000 Consulting services for water-supply and waste consultancy

Options :

Description of the options : GIZ may optionally commission contract amendments and/or increases based on the criteria in the tender documents to the successful bidder of this tender. For details, please see the terms of reference.

5.1.2 Place of performance

Town : Zambia

Postcode : 00000

Country : Zambia

Additional information :

5.1.3 Estimated duration

Duration : 22 Month

5.1.4 Renewal

Maximum renewals : 2

The buyer reserves the right for additional purchases from the contractor, as described here : GIZ may optionally commission contract amendments and/or increases based on the criteria in the tender documents to the successful bidder of this tender. For details, please see the terms of reference.

5.1.6 General information

The names and professional qualifications of the staff assigned to perform the contract must be given : Not yet known

Procurement Project fully or partially financed with EU Funds.

The procurement is covered by the Government Procurement Agreement (GPA) : yes

Additional information : This tender is suited for small and medium-sized enterprises (SMEs). Due to a technical error, this information cannot be entered in the form.

5.1.7 Strategic procurement

Aim of strategic procurement : Reduction of environmental impacts

Aim of strategic procurement : Fulfilment of social objectives

Approach to reducing environmental impacts : Climate change mitigation

Approach to reducing environmental impacts : Pollution prevention and control

Approach to reducing environmental impacts : The sustainable use and protection of water and marine resources

Social objective promoted : Accessibility for all

Social objective promoted : Gender equality

Social objective promoted : Human rights due diligence in global supply chains

Social objective promoted : Fair working conditions

Social objective promoted : Other

5.1.9 Selection criteria

Criterion :

Type : Economic and financial standing

Name : Wirtschaftliche und finanzielle Leistungsfähigkeit

Description : 1. Average annual turnover for the last three years (last-but-four financial year can be included in case of tenders held within 6 months of end of last financial year), at least: 3,500,000.00 EUR 2. Average number of employees and managers in the last three calendar years, at least 20 persons

Criterion :

Type : Suitability to pursue the professional activity

Name : Eignung zur Berufsausübung

Description : 1. Self-declaration: name of company and address, tax ID, registration and commercial register number or equivalent register in accordance with the legal provisions of the country of origin. 2. No grounds for exclusion pursuant to § 123, § 124 GWB, § 22 LkSG 3. Declaration of bidding consortium and/or declaration of subcontractors (if applicable)

Criterion :

Type : Technical and professional ability

Name : Technische und berufliche Leistungsfähigkeit

Description : 1. The technical assessment is only based on reference projects with a minimum commission value of 750,000.00 EUR. 2. At least 3 reference projects in the technical field "Capacity development of water and wastwater utilities" thereof at least 2 reference projects in Southern and Eastern Africa, with at least one of them in Zambia in the last 3 years

5.1.11 Procurement documents

Languages in which the procurement documents are officially available : English

Deadline for requesting additional information : 06/11/2024 23:59 +01:00

Address of the procurement documents : https://ausschreibungen.giz.de/Satellite/notice/CXTRYY6Y12K96RUE/documents

Ad hoc communication channel :

URL : https://ausschreibungen.giz.de/Satellite/notice/CXTRYY6Y12K96RUE

5.1.12 Terms of procurement

Terms of submission :

Electronic submission : Required

Address for submission : https://ausschreibungen.giz.de/Satellite/notice/CXTRYY6Y12K96RUE

Languages in which tenders or requests to participate may be submitted : English

Electronic catalogue : Not allowed

Variants : Not allowed

Tenderers may submit more than one tender : Not allowed

Deadline for receipt of tenders : 14/11/2024 12:00 +01:00

Deadline until which the tender must remain valid : 106 Day

Information that can be supplemented after the submission deadline :

At the discretion of the buyer, some missing tenderer-related documents may be submitted later.

Additional information : GIZ asks the applicant or bidder to submit, complete or correct documents, within the framework laid down by law.

Information about public opening :

Opening date : 14/11/2024 12:00 +01:00

Terms of contract :

The execution of the contract must be performed within the framework of sheltered employment programmes : No

Conditions relating to the performance of the contract : The execution conditions result from the information given in the contract notice and the tender documents.

Electronic invoicing : Required

Electronic ordering will be used : yes

Electronic payment will be used : yes

Information about review deadlines : According to Article 160, Section 3 of the German Act Against Restraint of Competition (GWB), application for review is not permissible insofar as 1. the applicant has identified the claimed infringement of the procurement rules before submitting the application for review and has not submitted a complaint to the contracting authority within a period of 10 calendar days; the expiry of the period pursuant to Article 134, Section 2 remains unaffected, 2. complaints of infringements of procurement rules that are evident in the tender notice are not submitted to the contracting authority at the latest by the expiry of the deadline for the application or by the deadline for the submission of bids, specified in the tender notice. 3. complaints of infringements of procurement rules that first become evident in the tender documents are not submitted to the contracting authority at the latest by the expiry of the deadline for application or by the deadline for the submission of bids, 4. more than 15 calendar days have expired since receipt of notification from the contracting authority that it is unwilling to redress the complaint. Sentence 1 does not apply in the case of an application to determine the invalidity of the contract in accordance with Article 135, Section 1 (2). Article 134, Section 1, Sentence 2 remains unaffected.

5.1.15 Techniques

Framework agreement :

No framework agreement

Information about the dynamic purchasing system :

No dynamic purchase system

Electronic auction : no

5.1.16 Further information, mediation and review

Telephone : +49228996100

Roles of this organisation :

TED eSender

10. Change

Version of the previous notice to be changed : c1e10eeb-cf7b-4d56-9db2-e9504ca6507a-01

Main reason for change : Information updated

Description : The submission deadline has been extended.

10.1 Change

Section identifier : PROCEDURE

Description of changes : New submission deadline: 12:00 noon (Berlin Germany time zone) on 14.11.2024.

The procurement documents were changed on : 18/10/2024

11. Notice information

11.1 Notice information

Notice identifier/version : 0aeaeb4f-e85d-44cd-a6c9-7ee652447219 - 01

Form type : Competition

Notice type : Contract or concession notice – standard regime

Notice dispatch date : 18/10/2024 11:53 +02:00

Languages in which this notice is officially available : English

11.2 Publication information

Notice publication number : 00635849-2024

OJ S issue number : 205/2024

Publication date : 21/10/2024