Ady Endre Ut 9-11, 2000 Szentendre, Hungary

REGIONAL ENVIRONMENTAL CENTER

Ady Endre ut 9-11, 2000 Szentendre, Hungary

CALL FOR TENDERS

Reference number: WM2016/05

SERVICE CONTRACT FOR PROVIDING SUPPORT TO THE IMPLEMENTATION OF THE WATER RESOURCES MANAGEMENT GOOD PRACTICES AND KNOWLEDGE TRANSFER PROJECT COMPONENT (WATER POrT)

CAPACITY BUILDING ON WATER RESOURCES MANAGEMENT IN A CHANGING CLIMATE IN EGYPT

TENDER SPECIFICATIONS - ANNEXES

ANNEX 1:TECHNICAL APPLICATION FORM...... 36

ANNEX 2:REFERENCE FORM ...... 22

ANNEX 3:CV FORM...... 23

ANNEX 4:LEGAL ENTITY FORM...... 26

ANNEX 5:SUBCONTRACTOR IDENTIFICATION DATA SHEET...... 27

ANNEX 6:DECLARATION OF HONOUR ...... 31

ANNEX 7:THEMATIC AND LANGUAGE SKILLS WITHIN THE TEAM...... 34

ANNEX 8:FINANCIAL OFFER TEMPLATE ...... 29

ANNEX 9:DRAFT CONTRACT...... 3

Page 1 of 42

ANNEX 1

ANNEX 1 – TECHNICAL APPLICATION FORM

SERVICE CONTRACT FOR PROVIDING SUPPORT TO THE IMPLEMENTATION OF THE WATER RESOURCES MANAGEMENT GOOD PRACTICES AND KNOWLEDGE TRANSFER PROJECT COMPONENT (WATER POrT)

Activity 1.3:CAPACITY BUILDING ON WATER RESOURCES MANAGEMENT IN A CHANGING CLIMATE IN EGYPT

Reference Number:WM2017/01

LOT ?:???? [please edit lot’s number and title]

Name of the coordinating person: [please edit]

List of participants:

Participant No / Participant organisation name / Country
1
(Lead partner)
2
3

ANNEX 1

WATER POrT – Action 1.1

Table of Contentspage

1Concept and objectives ......

1.1Concept ......

1.2Aim and objective......

1.3Major issues......

1.4Connection with other initiatives and processes in the region......

2Task description......

2.1Summary of staff effort......

3Description of significant risks & assumptions ......

3.1Risk analysis......

4Implementation......

4.1Management structure and procedures......

4.2Quality assurance......

5Individual participants......

6Consortium description......

6.1Sub-contracting......

6.2Additional partners......

6.3Complementarities of expertise......

ANNEX 1

1Concept and objectives

1.1Concept

[Max 200 words]

1.2Aim and objective

[Max 200 words]

1.3Major issues

[Max 500 words]

1.4Connection with other initiatives and processes in the region

[Max 150 words]

1.5Connection to all actors and resources

[Max 150 words]

2Tasks description[max. 1 pages per task]

Task number / 1 / Start date: / Month ???
Task title
Participant number
Participant short name
Person-months per participant:
Objectives
Description of work
[possibly broken down into tasks) and role of partners. Please see detailed description in the chapter 3.5 of the tender specification document]

Task 1.1 –

Task leader: ???; Task members: ??? [or all partners]

Task 1.2 -

Task leader: ???; Task members: [or all partners]
Deliverables[brief description and month of delivery]
D 1.1:??? (month ???)
D 1.2:??? (month ?, ?,)
D 1.3
D 1.4.
(etc)
Task number / 2 / Start date: / Month ???
Task title
Participant number
Participant short name
Person-months per participant:
Objectives
Description of work
[possibly broken down into tasks) and role of partners. Please see detailed description in the chapter 3.5 of the tender specification document]

Task 2.1 –

Task leader: ???; Task members: ??? [or all partners]

Task 2.2 -

Task leader: ???; Task members: [or all partners]
Deliverables[brief description and month of delivery]
D 2.1:??? (month ???)
D 2.2:??? (month ?, ?,)
D 2.3
D 2.4.
(etc)

2.1Summary of staff effort

[A summary of the staff effort is useful for the evaluators. Please indicate in the table the number of person months over the whole duration of the planned work, for each task, for each participant. Identify the task leader for each task by showing the relevant person-month figure in bold.

Participant no./short name / Task 1 / Task 2 / Task 3 / Total person months
PP 1 / ???
PP 2 / ???
PP 3 / ???
Total

3Description of significant risks & assumptions and associated contingency plans [max. 1 pages]

3.1Risk analysis

Risks / Suggested solutions

3.2Assumption analysis

Assumption / Suggested solutions

4Implementation [max. 1 pages

[Describe the organisational structure and decision-making mechanisms of the project.]

4.1Management structure and procedures

4.2Quality assurance

5Individual participants [max. 1 pages per partner]

[This section contains the individual partner descriptions of all ??? participants (short description of the institution, role / main tasks attributed to the proposal, relevant experience, key staff involved and relevant publications].

PP 1:????? [max. 1 pages per partner]

Organisation profile:

Roles/ Main tasks attributed in the proposal:

Previous relevant experience:

Short profile of the key staff members who will be undertaking the work

[Expert name]

PP 2:????? [max. 1 pages per partner]

Organisation profile:

Roles/ Main tasks attributed in the proposal:

Previous relevant experience:

Short profile of the key staff members who will be undertaking the work

[Expert name]

PP 3:????? [max. 1 pages per partner]

Organisation profile:

Roles/ Main tasks attributed in the proposal:

Previous relevant experience:

Short profile of the key staff members who will be undertaking the work

[Expert name]

6Consortium description [if applicable, max 1 pages]

6.1Sub-contracting

6.2Additional partners

6.3Complementarities of expertise

Partner number
Expertise in / 1 / 2 / 3 / 4 / 5 / 6 / 7

ANNEX 2

ANNEx 2: Reference FORM

Ref. No:
XXX / Project / Assignment name:
Country:
Location within country: / Approx. value of the contract (in Euro):
Name of Client: / Duration of assignment (months):
Address of Client: / Total No of staff-months of the assignment:
Start date (month/year):
Completion date (month/year): / Approx. value of the services provided by your firm under the contract (in Euro):
Name of associated Consultants, if any: / No of professional staff-months provided by associated Consultants:
Name of senior professional staff of your firm involved and functions performed (indicate most significant profiles such as Project Director/Coordinator, Team Leader):
Narrative description of Project:
Description of actual services provided by your staff within the assignment:

ANNEX 2

ANNEX 3 - CURRICULUM VITAE

Proposed role in the project:

Category:

Mr / Ms
Family name:
First names:
Date of birth:
Nationality:
Civil status:
Education:

Institution
[ Date from - Date to ] / Degree(s) or Diploma(s) obtained:

Language skills: Indicate competence on a scale of 1 to 5 (1 - excellent; 5 - basic)

Language / Reading / Speaking / Writing

Membershipof professional bodies:
Other skills: (e.g. Computer literacy, etc.)
Present position:
Years within the firm:
Key qualifications: (Relevant to the assignment)
Specific experience in the region:

Country / Date from - Date to

ANNEX 3

Professionalexperience

Date from - Date to / Location / Company / Position / Description

ANNEX 3

Other relevant information (e.g. Publications, etc )

ANNEX 4

ANNEX 4 - LEGAL ENTITY FORM FOR PRIVATE COMPANIES OR PUBLIC ENTITIES

LEGAL FORM
NAME
ABBREVIATION
ADDRESS OF HEAD OFFICE/FISCAL ADDRESS/OFFICIAL ADDRESS
POSTCODE
CITY
COUNTRY
VAT NUMBER
PLACE OF REGISTRATION
DATE OF REGISTRATION (dd/mm/yyyy)
REGISTRATION NUMBER
PHONE
EMAIL
FAX

FOR PRIVATE COMPANIES:

This form should be completed and returned together with:

A copy of the vat registration document if applicable and if the vat number does not appear on the official document referred to below,

A copy of the company register etc showing the name of the legal entity, the address of the head office and the registration number given to it by the national authorities.

FOR PUBLIC ENTITIES:

This form should be completed, signed, stamped and returned together with:

A copy of the resolution, law, decree or decision establishing the entity in question;

Or, failing that, any other official document attesting to the establishment of the entity by the national authorities;

And, if available, an official vat document.

DATE (dd/mm/yyyy) / NAME AND FUNCTION OF AUTHORISED REPRESENTATIVE
______ / ______
SIGNATURE OF AUTHORISED REPRESENTATIVE
______ / ______
STAMP

ANNEX 5

ANNEX 5 – SUBCONTRACTOR IDENTIFICATION DATA SHEET

(Please fill in only one option)

Organisation:

Name of the Organisation: ______

Address/seat:______

Tax registration number:______

EU-conform tax registration number *: ______

Tel / Fax: Tel: ______Fax:______

Homepage / E-mail:______

Bank account information:

Bank name: ______

Bank address: ______

Bank code (SWIFT):______

Bank account number (IBAN):______

Currency of the above account:______

*possibility for requesting VAT exemption certificate of MOFA (please turn to Erika Varga for more details)

Expatriate Individual (no permanent address in Hungary / no tax obligations in Hungary):

Name of contracted person:______

Home address abroad:______

Passport number:______

Tel / Fax: ______E-mail:______

Bank account information in home country:

Bank name:______

Bank address: ______

Bank code (SWIFT):______

Bank account number (IBAN):______

Currency of the above account: ______

Hungarian Individual (or Expatriate who has tax obligations in Hungary):

Full name as it is in ID card:______

Name at birth:______

Home address:______

Place and date of birth:______

Mother’s name at birth:______

Citizenship(s):______

Tax identification number:______

Social insurance number:______

Tel / Fax:______E-mail:______

Bank information:

Bank name:______

Bank address:______

Bank code (SWIFT):______

HUF Bank account number (IBAN):______

Are you member of Private Pension Fund? ...... Yes...... No

If yes, name of PPF ______and membership no:______

Are you registered employee?...... Yes...... No

Are you retired?...... Yes...... No

If yes, starting date of retirement:______

Please send back also a signed tax declaration form (szuperbruttonyilatkozat) for payroll process.

Signature:______Date:______

All data requested above are to be used only in connection with contract preparation and payroll calculations and in case of Hungarians registering at National Tax and Customs Administration (NAV) if applicable.

ANNEX 6

ANNEX 6 - DECLARATION OF HONOUR

on exclusion criteria and absence of conflict of interest

(Complete or delete the parts in grey italics in parenthese)

[Choose options for parts in grey between square brackets]

The undersigned (insert name of the signatory of this form):

in [his][her] own name (for a natural person)

representing the following legal person: (only if the economic operator is a legal person)

full official name:

official legal form:

full official address:

VAT registration number:

declares that [the above-mentioned legal person][he][she] is not in one of the following situations:

a)is bankrupt or being wound up, is having its affairs administered by the courts, has entered into an arrangement with creditors, has suspended business activities, is the subject of proceedings concerning those matters, or is in any analogous situation arising from a similar procedure provided for in national legislation or regulations;

b)has been convicted of an offence concerning professional conduct by a judgment of a competent authority of an EU Member State which has the force of res judicata;

c)has been guilty of grave professional misconduct proven by any means which the REC can justify including by decisions of international organisations;

d)is not in compliance with all its obligations relating to the payment of social security contributions and the payment of taxes in accordance with the legal provisions of the country in which it is established, with those of the country of the contracting authority and those of the country where the contract is to be performed;

e)has been the subject of a judgement which has the force of res judicata for fraud, corruption, involvement in a criminal organisation, money laundering or any other illegal activity, where such activity is detrimental to the Union's financial interests;

f)is a subject of an administrative penalty for being guilty of misrepresentation in supplying the information required by the REC as a condition of participation in a procurement procedure or failing to supply this information, or having been declared to be in serious breach of its obligations under public contracts.

declares that the natural persons with power of representation, decision-making or control[1] over the above-mentioned legal entity are not in the situations referred to in b) and e) above;

declares that [the above-mentioned legal person][he][she]:

g)has no conflict of interest in connection with the contract; a conflict of interest could arise in particular as a result of economic interests, political or national affinity, family, emotional life or any other shared interest;

h)will inform the contracting authority, without delay, of any situation considered a conflict of interest or which could give rise to a conflict of interest;

i)has not granted and will not grant, has not sought and will not seek, has not attempted and will not attempt to obtain, and has not accepted and will not accept any advantage, financial or in kind, to or from any party whatsoever, where such advantage constitutes an illegal practice or involves corruption, either directly or indirectly, inasmuch as it is an incentive or reward relating to award of the contract;

j)provided accurate, sincere and complete information to the contracting authority within the context of this procurement procedure ;

acknowledges that [the above-mentioned legal person][he][she] may be subject to administrative and financial penalties if any of the declarations or information provided prove to be false.

In case of award of contract, the following evidence shall be provided upon request and within the time limit set by REC:

For situations described in (a), (b) and (e), production of a recent extract from the judicial record is required or, failing that, a recent equivalent document issued by a judicial or administrative authority in the country of origin or provenance showing that those requirements are satisfied. Where the tenderer is a legal person and the national legislation of the country in which the tenderer is established does not allow the provision of such documents for legal persons, the documents should be provided for natural persons, such as the company directors or any person with powers of representation, decision making or control in relation to the tenderer.

For the situation described in point (d) above, recent certificates or letters issued by the competent authorities of the State concerned are required. These documents must provide evidence covering all taxes and social security contributions for which the tenderer is liable, including for example, VAT, income tax (natural persons only), company tax (legal persons only) and social security contributions.

For any of the situations (a), (b), (d) or (e), where any document described in two paragraphs above is not issued in the country concerned, it may be replaced by a sworn or, failing that, a solemn statement made by the interested party before a judicial or administrative authority, a notary or a qualified professional body in his country of origin or provenance.

If the tenderer is a legal person, information on the natural persons with power of representation, decision making or control over the legal person shall be provided only upon request by the contracting authority.

Full nameDateSignature

ANNEX 7

ANNEX 7 –THEMATIC AND LANGUAGE SKILLS WITHIN THE TEAM

(cf. section 2.3.b of the present tender specifications)

Template for listing the experts who will cover the required thematic topics:

Thematic topics to be covered collectively by the consultants' team / Experts[2] in the related topics
Governance in the water sector in Egypt
Adaptation to climate change
Hydrology and hydraulic engineering, and mathematical modelling
Flood Risk Management
Water Scarcity and Draught Management
Information technology in the field of data processing, modelling and water management simulation
Surface water conveyance and utilization for drinking and agricultural purposes
(add more if applicable)
(add more if applicable)

Template for listing, for each required language, the expert/s with a minimum Englishlanguage level B2 in readingunderstanding[3]:

Experts in the related language

Page 1 of 42

ANNEX 8

ANNEX 8 – FINANCIAL OFFER TEMPLATE

Tender Reference Number:2017/01

LOT ?:???? [please edit lot’s number and title]

Position / Description / Unit / M-M[4] / Unit price
€ / Total Costs
€ / Average rate[5]
Project manager
Fee / m-m
Travel expenses / trip
Expert 1: [field]
Fee / m-m
Travel expenses / trip
Expert 2: [field]
Fee / m-m
Travel expenses / trip
Expert 3: [field]
Fee / m-m
Travel expenses / trip
Other ad hoc experts
Fee / m-m
Travel expenses / trip
Local experts /-subcontractors
Tech. ass. Task 1 / Fee incl. Per diem / m-m
Tech. ass. Task 2 / Fee incl. Per diem / m-m
Tech. ass. Task 3 / Fee incl. Per diem / m-m
MANAGEMENT/QA
Fee / m-m
Travel expenses / trip
Home office support / Fee / m-m
Other Experts
??? / Key personnel of tenderer
Fee / m-m
Travel expenses / Trip
Various / Lump sum
On-site investigation / Lump sum
Demonstration Sites / Lump sum
Office equipment / Set
Office rental/operation / cal. month
Loc. Support Staff / cal. month
TOTAL €:

Signature of Tenderer ......

Date ......

Page 1 of 42

ANNEX 9

ANNEX 9 - DRAFT CONTRACT

The Regional Environmental Center for Central and Eastern Europe, Ady Endre ut 9-11, 2000 Szentendre, Hungary (hereinafter referred to as "REC"),

on the one part, and

[full officialname] [official legal form][6]

[statutory registration number][7]

[full official address]

[VAT registration number]

[(hereinafterreferredtoas‘thecontractor’),][representedforthepurposesofthesignature of this contract by [forename, surname and function,]]

[Thepartiesidentifiedaboveandhereinaftercollectivelyreferredto as‘thecontractor’ shall be jointly and severally liable vis-à-vis the REC for the performance of this contract.]

on the other part,

hereinafter jointly referred to as “parties”,

HAVEAGREED

to the special conditions,the general conditionsfor service contracts, the contractor's Technical and Financial offer (reference [complete] of [insert date]) and the following annexes:

Annex I –Tender specifications (reference [complete] of [insert date])

Annex II - Contractor's tender (reference [complete] of [insert date]) [Other annexes]

which forman integral part of this contract (hereinafter referred to as “the contract”).

Thetermssetoutinthespecialconditionsshalltakeprecedenceoverthoseinthe other parts of the contract.

Thetermssetoutinthegeneralconditionsshalltakeprecedenceoverthoseinthe annexes.

Thetermssetoutinthetenderspecifications(Annex I)shalltakeprecedenceover those in the tenderer’s Technical and Financial offer (Annex II).

I–SPECIALCONDITIONS

ARTICLEI.1–SUBJECTMATTER

I.1.1The contractor shall provide capacity building activities to the national water authorities concerning integration of Water Demand Management (WDM) approach into water resources planning process in Egypt in addition to the existing Water Supply Management (WSM) approach. This includes support in the improvement of knowledge and understanding of the economic nature and technics of water demands, as well as sectoral assessment of WDM and preparation of technical reports and trainings according to a methodology to be agreed with the beneficiaries.

I.1.2The contractor shall execute the tasks assigned to it and deliver the outputs in accordance with the tender specifications annexed to the contract (Annex 1).

ARTICLEI.2–ENTRYINTOFORCEANDDURATION

I.2.1Thecontractshallenterintoforceonthedateonwhichitissignedbythelast party.

I.2.2Undernocircumstancesmayperformancecommencebeforethedateonwhichthe contract enters into force.

I.2.3Thedurationoftheexecutionofthetasksshallnotexceed12months. Unless otherwisespecified,allperiodsspecifiedinthecontractarecalculated in calendar days.Executionof thetasksshallstartfromthedateof entryintoforceof the contract.