Capacity Building in the Field of Wind Energy 6 - 15 December, 2009

1. Arab Republic of Egypt
Ministry of Electricity & Energy
New and Renewable Energy Authority“ NREA
Technical and Financial Evaluation
Prepared By
Dr. sabry M. Aly Mokhymar
Octber

2. Technical and Financial Evaluation
Tender Invitation
Opening The Technical Specification Documents
Verification from Tender Documents TDs
contents
Technical evaluation for the submitted TDs
Opening The Financial Documents
Financial evaluation for the submitted TDs
Evaluation Methods

3. Technical and Financial Evaluation
. Tender Invitation:
There are two way for tender invitation or its announcements as:
st way (With Prequalification _PQ):
NREA announce at the local and international newspaper to recall the Pre-
Qualification (PQ)'s documentation of the companies which could share in the
project's competition. In the announcement it must be clear the final date to
submit all of the PQ documents and the final date to open the tender's
envelops. After tender opening the technical and financial evaluation for the
prequalification documents should be started. after finish the evaluation and
selection of the qualified companies, NREA should send a circular letters to
the selected companies. Also, NREA invite the qualified companies to buy
TD from the NREA premises to prepare and submit its TD for the nominated
wind project. In the instruction to the tenderers' there are the final date to
submit TD and its opening date. The qualified companies must submit two
TD the st one is the technical documents and the nd one is the financial
documents where the last one shouldn't be opened except for the successful
technical documentation.

4. . Tender Invitation (contd.)
nd way (Without Prequalification _PQ):
The same procedure as the st way but
without submit PQ i.e. every company just
submit its TD for implementation a wind farm
capacity ( ) MW with a nominated Wind
turbines technology as pitch or active
pitch…etc.

5. . Opening The Technical Specification
Documents:
A technical evaluation's committee should be
hold to nominate the successful technical
tender. Technical Tender should be opening In
the specific date or day in the attendance with
the companies' representatives. The committee
must sure from some documents as (letter of
guarantee and its value). An institutional or
legal document must be documented and
singed from each representative.

6. . Verification from TD contents
A Verification to the TD documents
according to its instructions:
The committee must be sure from the completeness for
all of TD specially letter of guarantee and letter of
interest. All of the companies must obey the instruction
of TD but if any company can't obey These instructions,
it should be rejected. The next point must be check also:

7. . Verification from TD contents (contd.)
Completeness for all of TD
Every paper must be singed and stamped
TD include the letter of Guarantee with its
nominated value and letter of interest
Ready for any clarification or any
comments form NREA.
Verification from the next documents:

8. . Verification from TD contents (contd.)
Demand Documentations to be Submitted With the
Offers:
Company's or contractor's organization chart.
Project's organization chart for the total period of
project's time schedule including the responsibilities
for each person and his CV's.
List of components which could be manufactured in
Egypt.
Financial Status for each company or contractor
Describe the contractor's experience specially for the
same projects

9. . Verification from TD contents (contd.)
Demand Documentations to be Submitted With the Offers
(contd.) :
Spread sheet including the number of WECS with the
model in the TD with a specific numbers should be
implemented for a period as one or two years tell the
dated of submission for TD. Or a specific spread sheet
for the WEC's major components eg. (Gearbox-
generators, high speed shaft…etcs) with a specific
numbers should be implemented for a period as one or
two years before the submission of TD
WEC's Type certificate or its equivalent (eg. Design
certificate, proto type test report, or other…etc) with
IEC code and it must be verified and signed from GL or
any from its equivalent international institutions

10. . Verification from TD contents (contd.)
Demand Documentations to be Submitted With the
Offers (contd.) :
• Quality assurance certificate
List of Codes and Standards
Noise level characteristics for the submitted WECs.
Mechanism for clean or dust elimination.
List for all of the components with the specific life time
Agreement for Guaranteed availability not less than
through the guarantee period
Annual energy production's calculations for the wind farm
Proposed Wind Farm Lay Out
Guaranteed Power Curve for the submitted WECs

11. . Verification from TD contents (contd.)
Demand Documentations to be Submitted With the
Offers (contd.) :
Protection Procedures for all of the components
from any Electrical shocks
List for the proposed spare parts
List for the proposed tools and instrumentations for
work shops
Planning for acceptance certificates' tests for the
manufacturers including list with its tasks according
to the acceptance test.
Proposed Training program in Egypt or at company

12. . Verification from TD contents (contd.)
Demand Documentations to be Submitted With
the Offers (contd.) :
After sale services
Description for CMS (control monitoring system)
Work Plan and Time schedule
Proposed plane for project implementation
Components origin and data about the factory which
the components are manufactured or assembly inside
it

13. . Technical evaluation for the submitted TDs :
Analyze and evaluate the technical points and its demands with the
nominated specifications for TD. We must be sure from any wrong
not accept with the technical demands or sure from any deviations
for the technical specification and get a clarification for it if any.
Analyze and evaluate for programs of the training and the inspection
or commissioning 's in Egypt or outside of Egypt.
Check the availability and logic of time schedule
Check the spare parts and its availability in the local market
Check and verify the Annual energy production's calculations for the
wind farm for each company
The final result should be as (yes for technically accepted
companies & no for technically rejected companies)

14. . Opening The Financial Documents:
NREA should open the financial documentation for just
the accepted technical tender. A financial evaluation's
committee should be hold to nominate the successful
financial tender. The financial tender should be opening
In the specific date or day in the attendance with the
companies' representatives, where every value of each
tender should be announced in the same time. An
institutional or legal document must be documented and
singed from each representative.

15. . Financial evaluation for the submitted TDs :
Calculation adjustments
The committee must check the prices schedules for each company
with correction for any wrong calculations if any
Financial Check for each TDs
Check for every items' price and if any item is not found i.e there is
no evaluation for this item, so the highest price for this item form the
other offers should be added for this company at the nominated
schedule. And recalculate its contract price according to the
modified total price.

16. Evaluation Methods
Financial evaluation methods
There are tow methods to get this
evaluation:
st method:
according to the annual energy for each
company as:
we must calculate the value of the next
equation
=

17. Evaluation Methods (Contd.)
Where
En: meaning the annual generated energy from the offer (n)
Emax : meaning the maximum annual generated energy from
the offers
The final arrangement for the offers should be as the next
equation:
Tender Price Evaluated = TD price
Kn
The highest the level (the winner)
The lower price is found.

18. Evaluation Methods (Contd.)
The nd method
After adjustment for all calculations and final review for the
financial offers the next procedures should be done:
calculated the total annual energy for each offer
calculated the KWH price for years or years
according to the life time of the wind farm
The highest the level (the winner)
The lower price for KWH is found