Development of an Integrated Resource Plan Integrated Resource Plan and Supporting Cost of Service and Tariff Study for Montserrat’s power and water sectors- Montserrat

20 Oct 2017









The Government of Montserrat has received financing from the Caribbean Development Bank (CDB) in an amount equivalent to US$ 2,860,000 towards the cost of the Second Power Project Montserrat and intends to apply a portion of the proceeds of this financing to eligible payments under a contract for which this invitation is issued. Payments by CDB will be made only at the request of Montserrat Utilities Limited and upon approval by CDB, and will be subject in all respects to the terms and conditions of the Financing Agreement. The Financing Agreement prohibits withdrawal from the financing account for the purpose of any payment to persons or entities, or for any import of goods, if such payment or import, to the knowledge of CDB, is prohibited by a decision of the United Nations Security Council taken under Chapter VII of the Charter of the United Nations. No party other than Montserrat Utilities Limited shall derive any rights from the Financing Agreement or have any claim to the proceeds of the Financing.

Montserrat Utilities Limited, the Executing Agency, now wishes to procure consultancy services for the development of an Integrated Resource Plan and supporting Cost of Service and Tariff Study for Montserrat’s power and water sectors. The objective of the consultancy is to provide Montserrat Utilities Limited with a structured mechanism for data gathering, analysis, study and long-term planning and income generation related to electricity, water and sewage; to better position MUL to meet customer demand and energy requirements, and environmental obligations, in a cost effective, safe and reliable manner across a reasonable range of foreseeable futures. The duration of the assignment is expected to be a period of six months.

Montserrat Utilities Limited now invites interested eligible consulting firms to submit Expressions of Interest for the provision of these consultancy services.

Consultants shall be eligible to participate if:

(a) in the case of a body corporate, it is legally incorporated or otherwise organised in an eligible country, has its principal place of business in an eligible country and is more than 50 per cent beneficially owned by citizen(s) and/or bona fide resident(s) of eligible country(ies) or by a body(ies) corporate meeting these requirements;

(b) in the case of unincorporated firms, the persons are citizens or bona fide residents of an eligible country; and

(c) in all cases, the consultant has no arrangement and undertakes not to make any arrangements, whereby any substantial part of the net profits or other tangible benefits of the contract will accrue or be paid to a person not a citizen or bona fide resident of an eligible country

Eligible countries are member countries of CDB.

The attention of interested Consultants is drawn to paragraph 1.9 of CDB’s Guidelines for the Selection and Engagement of Consultants (2011), setting forth CDB’s policy on conflict of interest. The Expressions of Interest will be evaluated against the following criteria:

(a) Technical competence of the firm, validated by references, in the delivery of consultancy services for projects with at least two of the following components: (i) Integrated Resources Plan; (ii) Full Cost Review; (iii) Tariff Study or Tariff proposals; and (iv) Social or Economic Impact Assessments. A maximum of five (5) assignments should be presented on three (3) pages maximum, with the role of the firm indicated, for a maximum score of 50 points.

(b) Qualifications and range of experience. Key personnel in each of the disciplines should possess a university degree and relevant post-graduation experience to enable the work to be completed. Firms should illustrate the disciplines they expect to be involved, and the number of key personnel available to help the firm fulfil the commitment. For each discipline, the total of key personnel available to the firm their combined years of relevant experience, and the total number with relevant post-graduate qualifications should be provided. The total number of technical and administrative staff available to support the key personnel should also be provided. Individual CVs are not required. The maximum score is 25 points.

(c) Regional, and international experience including existing assignments on similar work. An explanation of how this workload will fit into the current and expected workload of the firm over the duration of this contract. Experience of working in small, diverse communities will carry a premium of 5 points. A maximum of ten (10) assignments should be presented, on 5 pages maximum, for a maximum score of 15 points in addition to the premium of 5.

(d) Financial capability, by way of a statement confirming that the firm is neither bankrupt nor engaged in bankruptcy proceedings and confirmation, if requested, that financial statements for the past three (3) years can be provided, for a maximum score of 5 points.

Further information may be obtained from the first address below between 8.30am and 3.30pm hours Monday to Friday (UTC-4 hrs).

Expressions of Interest must be submitted in English electronically by email to both the e-mail addresses below in pdf format no later than 12 noon, local time on Monday, November 6, 2017. The email subject line should state “Expression of Interest – Consultancy Services for Development of an Integrated Resource Plan” and the email body must state the name and address of the applicant. The Expression of Interest will be deemed to have been received at the time that it is received by the Managing director of MUL. The burden of proving receipt of the e-mail will be on the applicant and will not be met solely by a read receipt or sent items report generated by the applicant’s computer.

The goal for this Request for Expressions of Interest is to identify a short list of bidders to source a consultancy that will complete a detailed assessment. Requests for Proposals (RFPs) will be issued to a limited number of the best qualified bidders. Therefore, following the assessment of submissions, a short-list of not less than three and not more than six applicants will be provided with a request for proposal (RFP) and invited to submit technical and financial proposals to undertake the assignment.

Only the selected firms shall be asked to submit a detailed proposal and, if such proposal is responsive and acceptable, one firm should be invited to negotiate a contract. Montserrat Utilities Limited reserves the right to accept or reject late applications or to cancel the present invitation partially or in its entirety. It will not be bound to assign any reason for not selecting any applicant and will not defray any costs incurred by any applicant in the preparation and submission of Expressions of Interest.


Kendall Lee
Managing Director
Montserrat Utilities Limited
Sweeney’s, MSR 1110
Tel: + (664) 491-2538
Fax: + (664) 491-4909


Procurement Officer
Procurement Policy Unit
Caribbean Development Bank
P.O. Box 408, Wildey
St. Michael
Tel: + (246) 431-1600
Fax: + (246) 426-7269

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