Documenti di Didattica
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Procurement of
Information Technology
Products a d/or Services
Package 1
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BIDDING DOCUMENTS
Procurement of
Information Technology
Products and/or Services
Procurement of:
Country: Pakistan
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Islamabad Electric Supply Company Limited
(IESCO)
Prepared By
Islamabad Electric Supply Company Limited (IESCO)
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Invitation for Bids
25 July 2017
Date 3328 Second Power Distribution Enhancement
Loan No. and Title
Investment Program, Tranche 1
Procurement of Advanced metering infrastructure proJect in
contract No. and Title
Rawalpindi circle, Customer Information System and New
Billing System for the Entire Company in Islamabad Electric
Supply Company L1m1ted (!ESCO)
Deadline for Submission of Bids 23-0ct-17 11:00am Pakistan Standard Time
1) The Islamic Republic of Pakistan has received a loan from the Asian Development Bank
towards the cost of the Second Power Distribution Enhancement Investment Program.
Tranche 1. Part of this loan will be used for payments under the contract named above.
Bidding is open to bidders from eligible source countries of ADB.
2) The Islamabad Electric Supply Company Limited ("the Employer') invites sealed bids from
eligible bidders for the design, supply. installation, commissioning of an Advanced Metering
Infrastructure in Rawalpindi circle, customer information system and new billing system fo< the
entire company in Islamabad Electric Supply Company limited (IESCO) fthe Fac1fit1es). The
Facilities comprise approximately 900,000 smart electncity meters including related equipment
and IT systems including a Head End System. a Meter Data Management System and a
Billing system. International Competitive Bidding will be conducted in accordance with ADB's
single stage, two envelope Bidding Procedure.
3) Bidders(indivlduaVJV/Proposed JV) interested to participate have to meet among others the
following qualification criteria:
a. Minimum average annual turnover of USO 80 (eighty) million calculated as total
certified payments received for contracts m progress or completed, within the last 3
(three) years
b. The Bidder must demonstrate access to. or availability of. financial resources such as
liquid assets. unencumbered real assets. unutilized lines of credit, and other financial
means, other than any contractual advance payments to meet the following cash-flow
requirement: USO 10 (ten) million
c. Experience under contracts in the role of contractor. subcontractor, or management
contractor for at least the last 5 (five) years prior to the bid submission deadline, and
with activity in al least six (6) months in each year
d. "Participation in at least one (1) contract that has been successfully completed within
the last frve (5) years and that is similar in nature and scope to the supply and
services as described in Section 6. Schedule of Requirements. The similarity of the
participation shall be based on the physical size. nature of works, complexity,
methods. technology or other characteristics as described in Section 6. Schedule of
Requirements subject to provision below:
Bidder is a Joint Venture: The cumulative amount of the Bidder's participation (all
Partners combined) should exceed USS 100 (hundred) million. The participation of
One of the Partners in at least one (1) contract must exceed USS 40 (forty) million.
4) To obtain further information and inspect the bidding documents. bidders should contact:
Chief Engineer (Development)
Islamabad Electric Supply Company Limited
Street No.40, G-714, IESCO Head Office Islamabad
ZIP Code: 44000
Country: Pakistan
Facsimile number: 0092519252978
Electronic Mail: iescoami@iesco.com.pk
5) To purchase the bidding documents in English, eligible bidders can adopt one of following
method:
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a. Write to the address above requesting the bidding documents for "AOB-POEIP II-Tranctie1.
AMI Project-lESCO Package 1, Procurement of Advanced metering infrastructu~e project in
Rawalpindi circle, customer information system and new billing system for the entire company
In Islamabad Electric Supply Company limited (IESCO) along with payment of non-<efundable
fee of USO 200.- or Pak.Rs 20,500 and may be sent by express airmail for an additional fee of
Pak. Rs.5.000. for domestic delivery or USO 100.- for overseas courier delivery. The method
of payment will be online/bank draft payment in favour of Islamabad Electric Supply Company
Limited having bank account number PK64NBPA1694004010128477 at National Bank Of
Pakistan. NBP, F-8 Markaz, Islamabad, Pakistan. Firm shall also provide the scan copy of
deposit slip. No liability will be accepted for loss or late delivery.
b. E-mail the Employers Office on below mentioned e-mail address requesting the bidding
documents for "AOB-POEIP II-Tranche1-AMI Project-lESCO Package 1, Procurement of
Advanced metering infrastructure project in Rawalpindi circle, customer information system
and new billing system for the entire company in Islamabad Electric Supply Company Limited
(IESCO)" along with payment of non-refundable fee of USO 200. or Pak .Rs 20.500 and may
be sent by express airmail for an additional fee or Pak. Rs. 5,000.- for domestic delivery or
USO 100.- for overseas courier delivery. The method of payment will be by online payment
from any scheduled bank of Pakistan or from an international bank having its branch in
Pakistan, in favour of Islamabad Electric Supply Company Limited having bank account
number PK64NBPA1694004010128477 at National Bank of Pakistan, NBP, F-8 Markaz.
Islamabad, Pakistan. Firm shall also provide the scan copy of deposit slip. No liability will be
accepted for loss or late delivery,
c. The documents may be collected in person after payment of non-refundable fee of USO 200.-
or Pak Rs. 20,500 in any scheduled bank of Pakistan or through an international bank having
its branch in Pakistan, in favour of Islamabad Electric Supply Company Limited having bank
account number PK64NBPA1694004010128477 at National Bank of Pakistan, NBP, F-8
Markaz, Islamabad, Pakistan. The representative of firm shall also provide the photocopy/
scan copy of deposit slip.
6) All bids must be accompanied by a bid security amounting USO 2.4 Million on prescribed
format provided in section-IV of BO or otherwise specified in ITB in favour of IESCO and bid
security shall be valid ninety three (93) days beyond the bid validity period. The bid shall valid
for 180 days
7) A pre-bid meeting and a site visit will be organised on: 29-Aug-17; 10:00 a.m Pakistan
Standard Time.
8) Deliver your bid:
a. to the address above
b. on or before the deadline of 23 Oct 2017; 11:00 a.m Pakistan Standard Time
c. late bids shall not be accepted
9) Technical Bids will be opened on 23 Oct 2017, 1100 a.m in the presence of bidders'
representatives who choose to attend while financial bids shall remain un-opened. Following
ADB approval of the technical evaluation, and at a date advised by the Purchaser, the Price
Proposals of substantially responsive Technical Bids are opened in public. The financial bids
of non-responsive bidder shall be returned un-opened in accordance with Section 1 of the BO.
10) When comparing Bids, ADB's Domestic Preference Scheme will be applied in accordance
with the provisions stipulated in the Bidding Document.
11) The attention of prospective Bidders is drawn to (i) the fact that they will be required to certify
in their bids that any software provided is either covered by a valid license or was produced by
the Bidder and (ii) that violations are considered fraud, which is, among other remedies.
punishable by potential blacklisting from participation in future ADS-financed procurement all
over the world.
12) The I ESCO will not be responsible for any cost or expenses incurred by bidder in connection
with the preparation or delivery of their bids.
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Table of Contents
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'-l Sec1,on I. l"':abon for BldG
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$(!C11cn 1 lnswct.ons to S.dd<?rs
1-5
Table of Clauses
A. GENERAL 7
~:
3.
scs~~~ieopffB~~~d~:::::::::::::::::::::::::::::: ..
orrupl ract1ces.............................
i
7
4. Eligible Bidders.......................................... . . .8
5. Eligible IT Products andfor Services
........................................... 9
6. Intellectual Property 1o
~- ~talus ~f Sub-contractors 10
. ontachng the Employer 10
B. CONTENTS OF BIDDING DOCUMENT 11
9. Sections of Bidding Document 11
10. Clarification of Bidding Document, Site Visit, Pre-Bid Meeting 11
11. Amendment or Bidding Document... 12
C. PREPARATION OF BIDS 12
12. Cost of Bidding 12
13. Language of Bid 12
14. Documents Comprising the Bid 12
15. Letter of Bid and Schedules 13
16. Alternative Bids 13
17. Documents Establishing the Eligibility of the IT Products andfor
Services 13
18. Documents Establishing the Eligibility and Qualifications of the Bidder . 13
19. Documents Establishing Conformity of the IT Products andfor Services 13
20. Bid Prices 14
21. Currencies of Bid and Payment... 16
22. Period of Validity of Bids 16
23. Bid Security 16
24. Format and Signing of Bid 17
D. SUBMISSION AND OPENING OF BIDS 17
25. Submission. Sealing and Marking of Bids 17
26. Deadline for Submission of Bids 18
27. Late Bids 18
28. Withdrawal, Substitution, and Modification of Bids 18
29. Bid Opening 18
E. EVALUATION AND COMPARISON OF BIDS 20
30. Confidentiality 20
31. Clarification of Bids 20
32. Deviations, Reservations, and Omissions 20
33. Determination of Responsiveness 21
34. Nonmaterial Nonconformities 21
35. Correction of Arithmetical Errors 24
36. Conversion to Single Currency 24
37. Margin of Preference 24
38. Evaluation of Bids 24
39. Comparison of Bids 26
40. Eligibility and Qualification of the Bidder Error! Bookmark not defined.
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1-6 Section I lnstrucllons to Bidder,
41. Employer's Right to Accept Any Bid. and to Reject Any or All Bids 26
F. AWARD OF CONTRACT .26
42. Employer's Right to Vary Quantities at Time of Award 26
43. Award Criteria 26
44. Notification of Award 26
45. Signing of Contract 27
46. Performance Security 27
47. Adjudicator 27
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Sectt0n 1 - Instructions to Bidders
1-7
1. Scope of Bid 1.1 In connection with the Invitation for Bids indicated in the Bid Data Sheet
(BOS), the Employer, as indicated in the BOS, issues this Bidding
Document f?r the procur~!l'ent of Information Technology (IT) Products
and/or Services as specitied in Section 6 (Schedule of Requirements).
The name, identification. and number of lots (contracts) of the
International Competitive Bidding (ICB) are provided in the BDS.
2. Source of Funds 2.1 The Borrower or Recipient (hereinafter called 'Borrower') indicated 1n the
BOS has applied for or received financing (hereinafter called "funds') from
the Asian Development Bank (hereinafter called 'ADB') toward the cost
of the project named in the BOS. The Borrower intends to apply a portion
of the funds to eligible payments under the contract(s) for which this
Bidding Document is issued.
2.2 Payments by ADB will be made only at the request of the Borrower and
upon approval by ADB in accordance with the terms and conditions of the
financing agreement between the Borrower and ADB (hereinafter called
the Loan Agreement). and will be subject in all respects to the terms and
conditions of that Loan Agreement. No party other than the Borrower
shall derive any rights from the Loan Agreement or have any claim to the
funds.
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co IIusive,
or coercive
practices
during
Section I lns1ruct1ons to ~
4.2 A Bidder, and all partners constituting the Bidder, shall have the
nationality of an eligible country, in accordance with Section 5 (Eligible
Countries). A Bidder shall be deemed to have the nationality of a country
if the Bidder is a citizen or rs constituted, incorporated, or registered and
operates in conformity with the provisions of the laws of that country. This
criterion shall also apply to the determination of the nationality of
proposed subcontractors or suppliers for any part of the Contract
including related services.
4.3 A Bidder shall not have a conflict of interest. All Bidders found to have a
conflict of interest shall be disqualified. A Bidder may be considered to be
in a conflict of interest with one or more parties in this bidding process if,
including but not limited to:
(a) they have controlling shareholders in common; or
(b) they receive or have received any direct or indirect subsidy from any
of them; or
(c) they have the same legal representative for purposes of this bid; or
(d) they have a relationship with each other, directly or through common
third parties, that puts them in a position to have access to material
information about or improperly influence the bid of another Bidder, or
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Sect,on 1 lnstr\JCIIOI\S to Bidders
1.9
5. Eligible IT 5.1 For the purposes of these Bidding Documents, the IT Products and/or
Products and/or Services means all:
Services (a) the required information technologies. induding all information
processing and communications-related hardware, software,
supplies, and consumable items that the Bidder is required to supply
and install under the Contract, plus all associated documentation, and
all other materials and products to be supplied. installed. integrated,
and made operational (collectively called "the products" in some
clauses of the ITB); and
(b) the related software development, transportation, insurance,
installation, customization, integration, commissioning, training.
technical support, maintenance, repair, and other Services necessary
for proper operation of the products to be provided by the selected
Bidder and as specifiedin the Contract.
5.2 The IT Products and/or Services to be supplied under the Contract shall
have their origin in eligible source countries as defined in ITB 4.2 above
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110
Section I lnstructioos lo Bidden
5.3 For the purposes of ITB 5.2 above "origin" means the place where throu h
so~are d~velopment, manufacturing, or substantial and major assem~y
or in~egrat1ono! com?Onent~. a commercially recognized PrOduct results
that 1~ substantially different m basic characteristics or in purpose or utility
from its components.
6. Intellectual 6. 1 ~y signing the Bid Submission Form, the Bidder represents that it either
Property is the owner of the Intellectual Property Rights in the Products and/or
Services offered, or that it has proper authorization and/or license to offer
them from the owner of such rights. Willful misrepresentation of these
facts shall be considered fraudulent practice subject to the provisions of
ITB 3.1 through 3.2 above. without prejudice of other remedies that the
Employer may take.
7. Status of Sub- 1. 1 If it is allowed in the BOS for Sub-Contractorsto be nominated for certain
contractors components to be taken into account in assessing the Bidder's overan
qualifications. any Sub-Contractor so nominated by any Bidder is
automatically disqualified from being a Bidder itself or a partner in a Joint
Venture. Non-compliance may result in the rejection of all bids in which
the affected firm participates as Bidder or as partner in a Joint Venture.
7.2 Any firm not participating as bidder or aspartner in a Joint Venture may
be proposed as a Sub-Contractor in any number of bids.
7.4 Bidders are free to list more than one Sub-Contractor against each item.
Quoted rates and prices will be deemed to apply, whichever Sub-
contractor is appointed, and no adjustment of the rates or prices will be
permitted. The Employer reserves the right t~ delete any pro?Osed Sub-
contractor from the list. This shall be done pnor to Contract signature, by
deleting such unacceptable Sub-Contractorsfrom Appendix 3 of Section
g (Contract Forms). which shall list the approved ~~b-Contractor~ for
each item prior to Contract signature. Subsequent additions and delello~s
from the list of approved Sub.Contractors shall be performed m
accordance with GC Clause 20.
7.5 The Employer, where applicable, ma~ s~lect only s~me ~f the list Su~
Contractors in evaluating a bid. The cntena for selection will be set out m
the BOS.
From the time of bid advertisement to the time.of Contract_award, if any
8. Contacting the 8.1
Bidder wishes to contact the Employer (or des1g~ated_~ro1ect_Manager)
Employer
on any matter related to the bid, it should do so in wn\lng. Failure to do
so may result in rejection of its bid.
t rtere
8.2 If a Bidder tries to directly influence the Employer or othr1~e; :ward
in the bid submission and evaluation process and the on a
decision, its bid may be rejected.
Pad(age 1
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Sedlon 1 Instructions to Bidders 1-11
9. Sections of 9.1 The Bidding Document consists of Parts 1, 2, and 3, which include ail the
Bidding Sections indicated below, and should be read in conjunction with any
Document Addenda issued in accordance with ITB 11.
PART 1 Bidding Procedures
Section 1. instructions to Bidders (ITB)
Section 2. Bid Data Sheet (BOS)
Section 3. Evaluation and Qualification Criteria
Section 4. Bidding Forms
Section 5. Eligible Countries
PART 2 Requirements
Section 6. Schedule of Requirements
PART 3 Conditions of Contract and Contract Forms
Section 7. General Conditions (GC)
Section 8. Particular Conditions (PC)
Section 9. Contract Forms
9.2 The Invitation for Bids issued by the Employer is not part of the Bidding
Document.
9.3 The Employer is not responsible for the completeness of the Bidding
Document and its addenda. if they were not obtained directly from the
source stated by the Employer in the Invitation for Bids.
9.4 The Bidder is expected to examine all instructions, forms, terms, and
specifications in the Bidding Document. Failure to furnish all information
or documentation required by the Bidding Document may result in the
rejection of the bid.
10. Clarification of 10.1 A prospective Bidder requiring any clarification of the Bidding Document
Bidding shall contact the Employer in writing at the Employer's address indicated
Document, Site in the BOS or raise his enquiries during the pre-bid meeting if provided
Visit, Pre-Bid for in accordance with ITB 10.4. The Employer will respond to any
Meeting request for clarification, provided that such request is received no later
than fourteen (14) days prior to the deadline for submission of bids. The
Employer's response shall be in writing with copies to ail Bidders who
have acquired the Bidding Document in accordance with ITB 9.3,
including a description of the inquiry but without identifying its source.
Should the Employer deem it necessary to amend the Bidding Document
as a result of a request for clarification, it shall do so following the
procedure under ITB 11 and ITB 26.2.
10.2 The Bidder, may on notifying the Employer in writing within the time stated
in the BOS, visit and examine the site where the IT Products and/or
Services are to be installed and its surroundings and obtain for itself on
its own responsibility all information that may be necessary for preparing
the bid and entering into a contract for the provision of IT Products and/or
Services. The costs of visiting the site shall be at the Bidder's own
expense.
10.3 The Bidder and any of its personnel or agents will be granted permission
by the Employer to enter upon its premises and lands for the purpose of
such visit. but only upon the express condition that the Bidder, its
personnel, and agents will release and indemnify the Employer and its
personnel and agents from and against all liability in respect thereof, and
will be responsible for death or personal injury, loss of or damage to
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11. Amendment of 11.1 At any time prior to the deadline for submission of bids, the Employer may
Bidding amend the Bidding Document by issuing addenda.
Document
11.2 Any addendum issued shall be part of the Bidding Document and shaO be
communicated in writing to all who have obtained the Bidding Document
from the Employer in accordance with ITB 9.3.
C. Preparation of Bids
12. Cost of Bidding 12.1 The Bidder shall bear all costs associated with the preparation and
submission of its Bid, and the Employer shall not be responsible or liable
for those costs, regardless of the conduct or outcome of the bidding
process.
13. Language of Bid 13.1 The Bid, as well as all correspondence and documents relating to the bid
exchanged by the Bidder and the Employer, shall be written in the English
language. Supporting documents and printed literature that are part of
the Bid may be in another language provided they are accompanied by
an accurate translation of the relevant passages in the English language,
in which case, for purposes of interpretation of the Bid, such translation
shall govern.
14. Documents 14.1 The documents comprising the bid are listed in Section 4 (Bidding Forms),
Comprising the in the Bidder Response Format (BRF). Bidders must use the BRF
Bid provided to structure and submit their bids.
14.2 The Bid shall comprise two envelopes submitted simultaneously, one
called the Technical Bid containing the documents listed in Table 1 of
Section 4 (Bidding Forms), and the other the Price Bid containing the
documents listed in Table 2 of Section 4 (Bidding Forms). both envelopes
enclosed together in an outer single envelope.
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Secti<>tl 1 lnstnJCtions to Bidders 1-13
15.1 The Bidder shall complete the Letter of Bid, including the appropriate
15. Letter of Bid and
Schedules Price Schedules, using the relevant forms furnished in Section 4 (Bidding
Forms). The forms must be completed as instructed in each form.
16.1 Unless otherwise specified in the BOS, alternative bids shall not be
16. Alternative Bids
considered.
18. Documents 18.1 To establish its eligibility and qualifications to perform the Contract in
Establishing the accordance with Section 3 (Evaluation and Qualification Criteria), the
Eligibility and Bidder shall provide the information requested in the corresponding
Qualifications of Bidder Response Format included in Section 4 (Bidding Forms).
the Bidder
18.2 Domestic Bidders, individually or in joint ventures, applying for eligibility
for domestic preference shall supply all information required to satisfy the
criteria for eligibility as described in ITB 41.
19. Documents 19.1 The Bidder shall furnish the information stipulated in Section 4 (Bidding
Establishing Forms), in sufficient detail to demonstrate substantial responsiveness of
Conformity of its bid to the work requirements and the completion time.
the IT Products 19.2 For major items of IT Products and/or Services as listed by the Employer
and/or Services
in Section 3 (Evaluation and Qualification Criteria), which the Bidder
intends to purchase or subcontract, the Bidder shall give details of the
name and nationality of the proposed Sub-Contractors, including
manufacturers, for each of those items. In addition, the Bidder shall
include in its bid information establishing compliance with the
requirements specified by the Employer for these items. Quoted rates
and prices will be deemed to apply to whichever Sub-Contractor is
appointed, and no adjustment of the rates and prices will be permitted.
19.3 The written evidence of conformity of the IT Products and/or Services
shall be inserted into the tables that comprise the Bidder's response to
items in Section 6 (Schedule of Requirements) in the form of written
descriptions, literature, diagrams, certifications, and client references.
19.4 The Bidder will provide an item-by-item response to the Employer's
Schedule of Requirements, demonstrating what the Bidder will provide,
and how from a technical, functional, business or Service perspective, as
appropriate, its IT Products and/or Services respond to the requirements.
In demonstrating responsiveness, the commentary may include explicit
cross references to the relevant pages in the supporting materials
included in the Bid. Whenevera discrepancy arises between the item-by-
item commentary and any catalogues, technical specifications, or other
pre-printed materials submitted with the Bid, the item-by-item
commentary shall prevail.
19.5 A Preliminary Project Plan is required, the details of which are described
In Section 6 (Schedule of Requirements).
19.6 A written confirmation that the Bidder accepts responsibility for the
successful integration and inter-operability of all IT Products and/or
Services as required by the Bidding Documents.
19. 7 For purposes of the commentary to be furnished pursuant to ITB 19.4, the
Bidder shall note that any references to brand names or model numbers
or national or proprietary standards designated by the Employer in
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1-14 Section 11~ to 8odders
20. Bid Prices 20.1 Unless otherwise specified in the BOS, bidders shall quote for the entire
IT Products and/or Services on a "single responsibility" basis SUCh that
the total bid price covers all the Contractor's obligations mentioned in or
to be reasonably inferred from the Bidding Document in respect of the
design, manufacture. including procurement and subcontracting (if any),
delivery, construction, installation, completion, acceptance,
commissioning and support of the IT Products and/or Services as
specified in Section 6 (Schedule of Requirements). This includes all
requirements under the Contractor's responsibilities for testing, pre.
commissioning and commissioning of the IT Products and/or Services
and, where so required by the Bidding Document. the acquisition of all
permits, approvals and licenses. etc.; the operation, maintenance and
training services and such other items and services as may be specified
in the Bidding Document, all in accordance with the requirements of the
General Conditions. Items against which no price is entered by the Bidder
will not be paid for by the Employer when executed and shall be deemed
to be covered by the prices for other items.
20.2 Bidders shall give a breakdown of the prices in the manner and detail
called for in the Price Schedules included in Section 4 (Bidding Forms).
20.3 The price of items that the Bidder has left blank in the cost tables provided
in the BRF shall be assumed to be included in the price of other items.
Items omitted altogether from the price tables shall be assumed to be
omitted from the Bid and, provided that the Bid is substantially responsive,
an adjustment to the bid price will be made during evaluation in
accordance with ITB 42.1 (c)(1).
20.4 Unit prices must be quoted at a level of detail appropriate for calculation
of any partial deliveries or partial payments under the contract, in
accordance with the lmplementallon Schedule in Section 6 (Schedule of
Requirements), and with GC and PC Clause 12 (Terms of Payment).
Bidders may be required to provide breakdown of any composite or lump
sum items included in the price tables.
20.5 The prices for IT Products and/or Services are to be expressed and shall
be defined and governed in accordance with the rules prescribed in the
edition of lncoterms specified in the BOS, and quoted in the appropriate
columns of the cost tables in the BRF as follows:
(a) Products supplied from outside the Employer's country:
Unless otherwise specified in the BOS, the prices shall be quoted
on a CIP (n~med place of destination) basis, exclusive of all taxes.
stamps, duties, levies, and fees imposed in the Employer's country.
The named place of destination and special instructions for the
c~ntract of. carriage are as specified in the BOS. In quoting the
pri~. the ~1dder shall be free to use transportation through carriers
~egistered in an_y eligible countries. Similarly, the Bidder may obtain
insurance Services from any eligible source country.
(b) Locally supplied Products:
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secoon 1 1nstr\ldiOnS 10 Bldd~
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20.11 If so indicated in the BOS, bids are being invited for individual lots
(contracts) or for any combination of lots (packages). Bidders wishing to
offer any price reduction (discount) for the award of more than one
Contract shall specify in their Letter of Bid the price reductions applicable
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1-16
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Section I lnllrUCtons IO 9~
20.12 If the BOS allows Bidders to quote separate prices for different lots
(contracts), and the award to a single Bidder of multiple lots (contracts)
the methodology to determine the lowest evaluated price of the lot
(contract) combinations, including any discounts offered in the Letter Of
Bid, is specified in Section 3 (Evaluation and Qualification Criteria).
21. Currencies of 21.1 The currency(ies) of the bid shall be, as specified in the BOS.
Bid and
21.2 Bidders may be required by th.e Employer to ju.stify, to the Employer'
Payment
satisfaction, their local and foreign currency requirements. s
22. Period of 22.1 Bids shall remain valid for the p~riod specified in the BOS after the bid
Validity of Bids submission deadline date prescnbed by the Employer. A bid valid for
shorter period shall be rejected by the Employer as non responsive. a
23. Bid Security/ 23.1 Unless otherwise specified in the BOS, the Bidder shall furnish as part of
its bid, in original form, either a Bid-Securing Declaration or a bid security
Bid Securing
as specified in the BOS. In the case of a bid security, the amount and
Declaration currency shall be as specified in the BOS.
23.2 If a Bid-Security is specified pursuant to ITB 23.1, the bid security shall
be, at the bidder's option, in any of the following forms:
(a) an unconditional bank guarantee;
(b) an irrevocable letter of credit; or
(c) a cashier's or certified check;
all from a reputable source from an eligible country as described in
Section 5 (Eligible Countries). In the case of a bank guarantee. the bid
security shall be submitted using either the Bid Security Form included in
Section 4 (Bidding Forms) or another form acceptable to the Employer.
The form must include the complete name of the Bidder. The bid serurity
shall be valid for ninety-three days (93) beyond the original validity period
of the bid, or beyond any period of extension if requested under ITB 22.2
23.3 Unless otherwise specified in the BOS, any bid not accompanied by. a
substantially compliant bid security, if one is required in accordance w,th
ITB 23.1, shall be rejected by the Employer as non responsive.
0~:
23.4 If a Bid-Security is specified pursuant to ITB 23.1, the bid ~rity
unsuccessful Bidders shall be returned as promptly as possible upo t to
successful Bidder's furnishing of the performance security pursuan
ITB45.
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Section 1 lnsttuetions to Bidders 1-17
successful Bidder has signed the Contract and furnished the required
performance security.
23. 7 The Bid Security of a Joint Venture shall be in the name of the Joint
Venture that submits the bid. If the Joint Venture has not been legally
constituted at the time of bidding, the bid security shall be in the names
of all future partners as named in the letter of intent referred to in ITB 4.1.
24. Format and 24.1 The Bidder shall prepare one original of the documents comprising the
Signing of Bid bid as described in ITB 14 and clearly mark it "ORIGINAL." In addition,
the Bidder shall submit copies of the bid, in the number specified in the
BOS and clearly mark them "COPY." In the event of any discrepancy
between the original and the copies, the original shall prevail.
24.2 The original and all copies of the bid shall be typed or written in indelible
ink and shall be signed by a person duly authorized to sign on behalf of
the Bidder. This authorization shall consist of a written confirmation as
specified in the BOS and shall be attached to the bid. The name and
position held by each person signing the authorization must be typed or
printed below the signature. All pages of the original bid where entries or
amendments have been made shall be signed or initialed by the person
signing the bid.
25. Submission, 25.1 Bidders may always submit their bids by mail or by hand. When so
Sealing and specified in the BOS, bidders shall have the option of submitting their bids
Marking of Bids electronically. Procedures for submission, sealing and marking are as
follows:
{a) Bidders submitting bids by mail or by hand shall enclose the
original and each copy of the Bid, including alternative bids, if
permitted in accordance with ITB 16, in separate sealed
envelopes, duly mandng the envelopes as 'ORIGINAL,
"ALTERNATIVE" and "COPY." These envelopes containing the
original and the copies shall then be enclosed in one single
envelope. The rest of the procedure shall be in accordance with
ITB 25.2 and 25.3.
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1-18
Section I Instructions lo~
~
26. Deadline for 26.1 Bids must be received by the Employer at the address and no later than
Submission of the date and time indicated in the BOS.
Bids
26.2 The Employer may, at its discretion, extend !he deadline for the
submission of bids by amending the Bidding Document in accordance
with ITS 11, in which case all rights and obligations of the Employer and
Bidders previously subject to the deadline shall thereafter be subject to
the deadline as extended.
27. Late Bids 27.1 The Employer shall not considerany bid that arrives after the deadline for
submission of bids, in accordance with ITB 26. Any bid received by the
Employer after the deadline for submission of bids shall be declaredlate,
rejected,and returned unopened to the Bidder.
28. Withdrawal, 28.1 A Bidder may withdraw, substitute, or modify its bid after it has been
Substitution, submitted by sending a written notice, duly signed by an authorized
and Modification representative, and shall include a copy of the authorization in
of Bids accordancewith ITS 24.2, (except that withdrawalnotices do not require
copies). The corresponding substitution or modification of the bid must
accompanythe respective written notice. All notices must be:
(a) prepared and submitted in accordance with ITB 24 and ITB 25
(except that withdrawals notices do not require copies), and in
addition, the respective envelopes shall be clearly ma-ked
"WITHDRAWAL,. "SUBSTITUTION,."MODIFICATION;" and
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Section 1 Instructions to Bidders
1-19
29.3 All other envelopes holding the Technical Bids shall be opened one at a
time, reading out: the name of the Bidder, and indicating whether there is
a modification or substitution; the presence or absence of a bid security
and any other details as the Employer may consider appropriate. Only
Technical Bids and alternative Technical Bids read out and recorded at
bid opening shall be considered for evaluation. No bid shall be rejected
at bid opening except for late bids, in accordance with ITB 27.1.
29.4 The Employer shall prepare a record of the opening of Technical Bids that
shall include, as a minimum: the name of the Bidder and whether there is
a withdrawal, substitution, or modification; the Bid Price, per lot if
applicable, and the presence or absence of a bid security or a bid
securing declaration, if one was required. The Bidders' representatives
who are present shall be requested to sign the record. The omission of
a Bidder's signature on the record shall not invalidate the contents and
effect of the record. A copy of the record shall be distributed to all Bidders
who submitted bids in time, and posted online when electronic bidding is
permitted.
29.5 At the end of the evaluation of the Technical Bids, the Employer will invite
bidders who have submitted substantially responsive Technical Bids and
who have been determined as being qualified for award to attend the
opening of the Price Bids. The date, lime. and location of the opening of
Price Bids will be advised in writing by the Employer. Bidders shall be
given reasonable notice of the opening of Price Bids.
29.6 The Employer will notify Bidders in writing who have been rejected on the
grounds of their Technical Bids being substantially non-responsive to the
requirements of the Bidding Document and return their Price Bids
unopened.
29. 7 The Employer shall conduct the opening of Price Bids of all Bidders who
submitted substantially responsive Technical Bids, in the presence of
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Section I lnslrUcllons IO Bl~
1-20
the
30_2 Any attempt by a Bidder to influence the Em1tp_loytherin !he1~aofluaits_tionb.odf
bids or Contract award decisions may resu in e rejec ion , .
30.3 Notwithstanding ITB 30.2, from the time of bid opheniEng to the time of
contract award, if any Bidder wishes to contact t e mployer on any
matter related to the bidding process, it should do so in writing.
31. Clarification of 31.1 To assist in the examination, evaluation, and comparison of the Technical
Bids and Price Bids, and qualification of the Bidders, the Employer may, at its
discretion, ask any Bidder for a clarification of its bid. Any clarification
submitted by a Bidder that is not in response to a request by the Employer
shall not be considered. The Employer's request for clarification and the
response shall be in writing. No change in the Technical Bid or prices in
the Price Bid shall be sought, offered, or permitted, except to confirm the
correction of arithmetic errors discovered by the Employer in the
evaluation of the bids, in accordance with ITB 39.
31.2 If a Bidder does not provide clarifications of its bid by the date and time
set in the Employer's request for clarification, its bid may be rejected.
32. Deviations, 32.1 During the evaluation of bids, the following definitions apply:
Reservations,
and Omissions (a) "Deviation is a departure from the requirements specified in the
Bidding Document;
(b) "Reservation" is the setting of limiting conditions or withholding
from complete acceptance of the requirements specified in tt,e
Bidding Document; and
(c) "Omission is the failure to submit part or all of the information r,
documentation required ln the Bidding Document.
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Section 1 - Instructions to Bidders
1-21
33. Preliminary 33.1 The Employer shall _examine the Technical Bid to confirm that all
Examination documents and tech~1cal documentation referenced in ITB Sub-Clause
of Technical 14.2 have been_ provided, and to determine the completeness of each
Bids docu~ent subm1tt~d. ff any of these documents or information is missing
the Bid may be rejected. '
33.2 The Employer shall confirm that the following documentsand information
have been provided in the Technical Bid. ff any of these documents or
information is missing, the offer shall be rejected.
(a) letter of Technical Bid;
(b) written confirmation of authorization to commit the Bidder;
(c) Bid Security, if applicable; and
(d) Technical Proposal in accordance with ITB 19.
34. Responsiveness 34.1 The Employer's determination of a bid's responsiveness is to be based
of Technical Bid on the contents of the bid itself, as defined in ITB 14.
34.3 The Employer shall examine the technical aspects of the bid submitted in
accordance with ITB 19, Documents Establishing Conformity of the IT
Products and/or Services, in particular, to confirm that all requirements of
Section 6 (Schedule of Requirements) have been met without any
material deviation, reservation, or omission.
35. Nonmaterial 35.1 Provided that a bid is substantially responsive, the Employer may waive
Nonconformities any nonconformity in the bid that does not constitute a material deviation,
reservation or omission.
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1-22
Section I In~ lo e....._
~
effect, the Bid Price shall be adjusted, for co.mp~rison purposes 001
reflect the price of a missing or.non-conforming ,~e~ or component.~ to
adjustment shall be made using the method 1nd1cated in Sect ~
(Evaluation and Qualification Criteria). IOr, 3
36. Evaluation of 36.1 The Employer will evaluate and compare the bids that have been
Bids determined to be substantially responsive, pursuant to ITB 32, 33 34
35. The evaluation will be performed assuming either that: ' alld
(a) the Contract will be awarded to t~e lowest. evaluated Bidder far
the entire IT Products and/or Services required by the Emplo
Yer;
or
(b) if specified in the Section 3 (Evaluation and Oualificar
Criteria). Contracts will be awar~ed to t~e Bidders for e:
individual lot, or slice defined m Section 6 (Schedule Of
Requirements) whose bids. result in the lowest combine(!
evaluated price for the entire IT Products and/or Services
required by the Employer.
36.2 The Employer shall use the criteria and methodologies indicated in ITB
36 to ITS 43. No other evaluation criteria or methodologies shan be
permitted.
36.3 The Employer's evaluation of a bid writ be made on the basis of Prices
quoted in accordance with ITS 20.
36.4 The Employer's evaluation of responsive bids as specified in Section 3
(Evaluation and Qualification Criteria), will take into account technica
factors.
37. Detailed 37.1 The Employer will carry out a detailed technical evaluation of the bids not
Evaluation of previously rejected as being substantially non-responsive, in order to
Technical Bids determine whether the technical aspects are in compliance with the
Bidding Document. In order to reach such a determination, the Employer
will examine and compare the technical aspects of the bids on the basis
of the information supplied by the bidders.
37.2 As specify in BOS, If the Employer has chosen to give weight to important
technical factors (i.e., the price weight, X, is Jess than 100 in the
evaluation), that cannot be reduced to life-cycle costs or pass/fail criteria,
the Total Technical Points assigned to each bid in the Evaluated Bid
Formula will be determined by adding and weighting the scores assigned
by an evaluation committee to technical features of the bid in accordance
with the criteria set forth below.
(a) The categories of technical features that could be evaluated are
generally defined below and specifically identified in Section 3
(Evaluation and Qualification Criteria):
(i) Performance, capacity, or functionality features such as these
that either exceed levels specified as mandatory or desirable
in s.ection 6 (Schedule of Requirements); meet the Employer's
~usrness requirements, reduce the Employer's level of risk. <1
influence the life-cycle cost and effectiveness of the Products
and/or Services.
(ii) Usability features, such as ease of use ease of administration
an.d !mpl~mentation, or ease of expansion, compatibility ~th
~x,strng ,~frastructure, systems and applications. which
influence life-cycle cost and effectiveness of the Products
and/or Services.
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Sect,on 1 lns1NCli<>ns 10 Bidders 1-23
T = Sa WA + Sb WB + Sc WC
Sta Stb Ste
Where, for example. there is an evaluation of three (3) features:
Sa = Score by the particular bid on features A, B, C, etc.
Sta = Highest achievable score on features A, B, C, etc.
WA= Weighted points allocated to features A, B, C, etc.
In the worked example below. assume the points weighting (100-X) for
Technical factors is 30 and the three technical features A, B, and C to be
evaluated are allocated weightings of 5, 15, and 10 points respectively. On
the scoring scale, 4 is the maximum score achievable.
The particular Bidder in question scores 2/4, 3/4, and 4/4 on features A, 8,
and C respectively.
The Particular Bidder's Total Technical Score (T) is calculated as:
2 3 4
T=-5 + -15+-10
4 4 4
= 23.75
37.3 Where alternative technicalsolutions have been allowed in accordance with
ITB 16, and offered by the Bidder, the Employerwill make a sim~ar evaluation
of the alternatives. Where alternatives have not been allowed but have been
offered, they shall be ignored
Bidding ~for
Procurement of IT Products and SeNices
AOS-PDEIP 11-Tiandle1-AMI Project IESCO Padtage 1
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1_2_4 _.::=:Section~~r~rn-~"""~--
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:-"""""s lo&..._
~
38. Eligibility and 38.1 The Employer shall determine to its satisfaction during the evaiu .
Qualification of Technical Bids whether a Bidder meets the eligibility and q ati_o~ Of
the Bidder criteria specified in Section 3 (Evaluation and Qualification Crit~!ifying
39.2 If the Bidder that submitted the lowest evaluated bid does not accept the
correction of errors, its bid shall be declared non-responsive.
40. Conversion to
40.1 For evaluation and comparison purposes, the currency(ies) of the bid
Single Currency
shall be converted into a single currency as specified in the BOS.
41. Margin of
Preference 41.1 Unless otherwise specified in the BOS no margin of pref erenee shaU
apply. '
42. Evaluation of 42.1
Price Bids Th~ Evaluated Bid Price (P) for each responsive bid will be determined
::, e t~um 0'. the Adj_ustedBid Price (AP) plus the Recurrent Costs (R);
ere e Ad1usted Bid Price (AP) is determined as:
(a) the price of the IT p od "
Em 1 ~ ucts 011ered from within or from outside the
Poyer s country, ,n accordance with ITB 20.5; plus
(b) ,the total ~ice for all Services such as software development.
ransportat,on insuran II .
ce, msta atron, customization, integration.
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Section 1 lnstrucoons to Bidders
125
R = N I.M RT
x = 1 (1 + If
Where
N = number of years of the Warranty Period, defined in PC Clause 29.4
M = number of years of the Post-Warranty Services Period, as defined in
PC Clause 1
X = an index number 1, 2, 3 .... N + M representing each year of the
combined Warranty Service and Post-Warranty Service Periods
Rx= total Recurrent Costs per year x: as recorded in the Recurrent Cost
Form
I = discount rate to be used for the Net Present Value calculation, as
specified in BOS.
42.2 If price adjustment is allowed in accordance with ITB 20.8, the estimated
effect of the price adjustment provisions of the Conditions of Contract.
applied over the period of execution of the Contract. shall not be taken
into account in bid evaluation.
42.3 If this Bidding Document allows Bidders to quote separate prices for
different lots (contracts). and the award to a single Bidder of multiple lots
(contracts). the methodology to determine the lowest evaluated price of
the lot (contract) combinations, including any discounts offered in the
Letter of Bid, is specified in Section 3 (Evaluation and Qualification
Criteria).
42.4 If the bid, which results in the Lowest Evaluated Bid, is seriously
unbalanced or front loaded in the opinion of the Employer. the Employer
may require the Bidder to produce detailed price analyses for any or all
items of the Price Schedules. to demonstrate the internal consistency of
those prices with the methods and time schedule proposed. After
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1-26 Section I lnstn.lctions 10 8~
43. Comparison of 43.1 The Employer shall compare all substantially responsive bids .
Bids accordance with ITB 42.1 to determine the lowest evaluated bid. rn
44. Employer's 44.1 The Employer reserves the right to accept or reject any bid, and to annul
Right to Accept the bidding process and reject all bids at any time prior to contract award
Any Bid, and to without thereby incurring any liability to Bidders. In case of annulment an
Reject Any or All bids submitted and specifically, bid securities, shall be promptly returnec1
Bids to the Bidders.
F. Award of Contract
45. Employer's 45.1 The Employer reserves the right at the time of Contract award lo increase
Right to Vary or decrease, by the percenlage(s) indicated in the BOS, any of the
Quantities at following:
Time of Award (a) the quantity of substantially identical IT Products and/or Services; or
(b) the quantity of individual Hardware, Software, related equipmen~
Materials, products, and other Goods that are components of the
Project to which this procurement applies; or
(c) the quantity of Installation or other Services to be performed,
from that originally specified m Section 6 (Schedule of Requirements) (as
amended by any Addenda issued pursuant to ITB Clause 11 ). withoutany
change in unit prices or other items and conditions.
46. Award Criteria 46.1 The Employer shall award the Contract to the Bidder whose offer has
been determined to be the lowest evaluated bid and is substantiaffy
responsive to the Bidding Document. provided further that the Bidder is
determined to be eligible and qualified to perform the Conlrad
satisfactorily.
47. Notification of 47.1 As specified in BDS, prior to the expiration of the period of bid validity, the
Award Employer shall notify the successful Bidder, in writing, that its bid has
been accepted. The notification letter (hereinafter an in the Conditions of
Contract and Contract Forms called the "Notice of Award') shall specify
the sum that the Employer will pay the Contractor in consideration of the
execution and completion of the IT Products and/or Services (hereinafter
and in the Conditions of Contract and Contract Forms called "the Contract
Price").
47.2 At the same time, the Employer shall also notify all other Bidders of the
results of the bidding, and shall publish the results identifying the bid and
lot numbers and the following information: (i) name of each Bidder who
submitted a Bid; (ii) bid prices as read out at Bid Opening; (iii) name and
evaluated prices (and bid score if weighted scoring system was used) of
each Bid that was evaluated; (iv) name of Bidders whose bids were
r~jected and the reasons for their rejection; and (v) name of the winnin9
Bidder, and the Price it offered, as well as the duration and summary
scope of the contract awarded.
47.3 Until a formal contract is prepared and executed, the notification of award
shall constitute a binding Contract.
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SectiOn 1 Instructions to Bidders
1-27
48. Signing of 48.1 Promptly upon notification, the Employer shall send the successful Bidder
Contract the Contract Agreement.
48.2 Within twenty-eight (28) days of receipt of the Contract Agreement, the
successful Bidder shall sign, date, and return the Contract Agreement to
the Employer.
49. Performance 49.1 Within twenty-eight (28) days of the receipt of notification of award from
Security the Employer, the successful Bidder shall furnish the performance
security in accordance with the General Conditions, subject to ITB 42.4,
using for that purpose the Performance Security Form included in Section
9 (Contract Forms), or another form acceptable to the Employer.
50. Adjudicator 50.1 Unless the BOS states otherwise, the Employer proposes that the person
named in the BOS be appointed as Adjudicator under the Contract to
assume the role of informal Contract dispute mediator, as described in
GC Clause 52. In this case, a resume of the named person is attached to
the BOS. The proposed hourly fee of the Adjudicator is specified in the
BOS. The expenses that would be considered reimbursable to the
Adjudicator are also specified in the BOS. If a Bidder does not accept the
Adjudicator proposed by the Employer, it should state its non-acceptance
in its Bid Submission Form and make a counterproposal of an Adjudicator
and an hourly fee, attaching a resume of the alternative. If the successful
Bidder and the Adjudicator nominated in the BOS happen to be from the
same country, and this is not the country of the Employer too, the
Employer reserves the right to cancel the Adjudicator nominated in the
BOS and propose a new one. If by the day the Contract is signed, the
Employer and the successful Bidder have not agreed on the appointment
of the Adjudicator, the Adjudicator shall be appointed, at the request of
either party, by the Appointing Authority specified in the PC clause
relating to GC Clause 52.1 (e), or if no Appointing Authority is specified
there, the Contract will be implemented without an Adjudicator.
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Sectio
- n 11 - Bid Data Sheet
A. Introduction
The number of the Invitation for Bids is: ADB-PDEIP II-Tranche 1-AMI PrOj
ITB 1.1 ~.
IESCO Package 1
The identification number of the ICB is: ADB-PDEIP II-Tranche 1-AMI Proj~
IESCO Package 1
The number and identification of lots (contracts) comprising this ICB is: one (1)
The name of the Project is: Second Power Distribution Enhancement lnvestrne,.
Program, Tranche 1
fTB 7.1 This clause will apply for nominated sub-contractors for the following components
-
of the bid:
Meters
The qualifications of Sub-Contractors can count for the provision of the key
ITB 7.5 components mentioned above. The qualification criteria are mentioned in
Section Ill.
Joint Ventures will not be accepted as sub-contractors
ITB 10.1 For clarification purposes only, the Employer's address is:
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1-30 Section II - Bid Data Sheet
ITB 10.2 A site visit will be organized by_ the Employer after pre-bid meeting on prospective
bidder's request as per convemence of the employer. However, site visit will not be
arranged 15 day prior of bid opemng.
Time for Site Visit
Time: 1000 Hrs. Pakistan Standard Time
Place: Rawalpindi
ITB 10.4 A Pre-Bid meeting will take place. If a Pre-Bid meeting will take place, date, time
and place are as follows:
Pre-Bid meeting:
Date: 291h August. 2017
Time: 1000 Hr Pakistan Standard Time
Place: IESCO Conference Room IESCO H/Q Islamabad
A site visit conducted by the Employer will be organized following the Pre-Bid
meeting as per ITB-10.2 above
C. Preparation of Bids
ITB 19.7 The use of specific item brand names and/or standards is prohibited.
ITB 20.1 Bidder shall quote for the Products and/or Services on a single responsibility" basis
excluding the following responsibilities to be undertaken by the Employer:
The Employer will make available crews for installation of the meters under
supervision of the Supplier
The Employer shall take care of insurance after receipt at the warehouse
The Employer shall make available the rooms for the installation of servers and
communications modules, the AMI Control Center and the AMI
Backup/Integration Center.
The Employer shall make available Telecommunication Services via own
network or external service provider to connect the devices included in the
project
During contract execution, the Employer and the Contractor will coordinate their
respective activities with each other to ensure timely supply, installation and testing
of equipment and avoid implementation delays.
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Section II - Bid Data Sheet
~~;__~_::.;;.;::;...=_~;__~~--------~------~--~----~----------------~1-31
ITB 20.5 The lncoterm for quoting Products and/or Services manufactured within tl\e
Employer's country is: EXW. The lncoterms edition is ("lncoterms 2010 - le
---
Official Rules for the Interpretationof Trade Terms published in January 2011 be
the International Chamber of Commerce, 38 Cours Albert ter, 75008 Pa/
France.) ~
ITB 20.S(a) For foreign goods priced on a CIP Regional Store Bakra Mandi, Rawalpindi ---
(i) The contract of carriage shall include the cost of unloading the PrOducts at:
destination, as well as payment by the Contractor of the .cost of custoin
formalities, duties, taxes or other charges payable on the !ore,gn PrOducts for
their transit through any country other than the Employers country.
ITB 20.8 The prices quoted by the Bidder shall be: fixed for the duration of the contract.
(a) Bidders may express their bid price in any fully convertible currency. If a
Bidder wishes to be paid in a combination of amounts in different currencies,
it may quote its price accordingly but shall use no more than three currencies
in addition to the currency of the Employer's country.
(b) If some of the expenditures for the Related Services are to be incurred in the
borrowing country, such expenditures should be expressed in the Bid and wil
be payable in the Employer's currency.
ITB 23.1 Bids shall include a Bid Security issued by a reputable bank acceptable to tl1
Employer using the form included in Section 4 (Bidding Forms). The amount anc
currency of the bid security shall be: USO 2.4 million.
The bid security shall be valid for ninety three days (93) beyond the original validil)
pe~iod of _the bid or beyond any period of extension if requested under ITB 22.2
Th,~ requrr~ment of an extended bid security beyond normal norms is to cover tilt
period of sixty-days provided for establishing the Proof of Concept of the bidde>
who has been declared lowest evaluated and substantially responsive and issue<
with a Notice of Award.
ITS 23.4 Subject to the _succee~ing sentences, any bid not accompanied by an irrev~bl:
-
an~ callable Bid Security shall be rejected by the Purchaser as non-responsrve.
a bidder submits a bid security that,
I. Deviates info~. amount, and/or period of validity or .
II.
~o~s .not Pr?v1de. sufficient identification of the bidder (including. ~
lrm1tallon. failure to indicate the name of the Joint venture or. where
~:lid~d~ing9[)Do~cum;;;en~tfufor;-~------~--------------------:------~------~--:-::-::::::---
Procurement of IT Products and SeMC85
~8-PDEfP fl.Tranche1AMI ProjectIESCO Package 1
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1-32 Section II - Bid Data Sheet
Joint Venture has not yet been constituted. the names of all future Joint
Venture Partners). the Purchaser shall request the Bidder 10 b 1
compliant bid security within 15 days of receiving such a requessluF
m11 a
. t b'd . a1 ure
to prov ide a comp I ran I secun~ with the prescribed oened of recewin
such a request shall cause the reiecuon of the Bid. g
ITB 23.8 The Bidder will be ineligible to be awarded any contract by the Employer for: Not
applicable
ITB 24.1 The Technical and Financial Proposals have to be submitted separately.
The CD-ROM with the Technical Proposal shall not contain any financial
information.
Failure to submit the CD-ROMs will not be a reason to reject the proposal.
Both Envelope 1 and 2 shall be put together in one outer envelope containing the
name of the bidder, project and contract reference numbers.
An organizational document, board resolution or its equivalent, or power of attorney
ITB 24.2 specifying the representative's authority to sign the Bid on behalf of the Bidder.
If the Bidder is an intended or an existing joint venture, the power of attorney should
be signed by all partners and specify the authority of the named representative of
the joint venture to sign on behalf of the intended or existing joint venture. If the
joint venture has not yet been formed, also include evidence from all proposed joint
venture partners of their intent to enter into a joint venture in the event of a contract
award.
The units and rates in words and figures entered to in the Price Schedules should
be typewritten. Bids with handwritten units and rates in words and figures may be
considered non-responsive.
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Section 11- Bid Data Sheet
ITB 25.1 Bidders will not have the option of submitting their bids electronicall
v.
ITB 25.1 (b) If bidders will have the option of submitting their bids electronically ~
bidding submission procedures shall be: Not applicable ' e electronic
ITB 26.1 For bid submission purposes only, the Employer's address is
Islamabad Electric Supply Company
Chief Engineer (Development)
Street No.40, G-7/4, !ESCO Head Office Islamabad
ZIP Code: 44000
Country: Pakistan
-
Time: 11 :OOam Pakistan Standard Time
ITB 29.1 The bid opening of Technical Bids shall take place at
Islamabad Electric Supply Company
Chief Engineer (Development)
Street No.40, G-7/4, !ESCO Head Office Islamabad
ZIP Code: 44000
Country: Pakistan
Date: 23 Oct, 2017
Time: 11 :30am Pakistan Standard Time
ITB 29.1 Jf electronic bid submission is permitted in accordance with ITB 29.1, the specific
bid opening procedures shall be:
Not applicable
ITB 37.2 The evaluation will be carried out as per section Ill (Evaluation and Qualification
Criteria. _
ITB 37.3 Alternative bids will be evaluated in accordance with Section 3- Evaluation and
Qualification Criteria, para 1.5. ~
. . oses to
ITB 40.1 The currency that shall be used for bid evaluation and comparison purp is:
convert all bid prices expressed in various currencies into a single currency
Pakistani Rupees
BBidd~'iing~Do~cum;;;;;ennttfuf~;-~~~~~~~~~~~~~~~~~~~~~~-;~
d
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1-34 Section 11- Bid Data Sheet
The date for the exchange rate shall be: the date for submission of the Bids
ITB 42.1 The NPV discount rate is: prevailing Discount Rate at time of Bid Opening issued
bySBP
ITB 45 The Employer reserves the right at the time of Contract award/During currency of
contract to increase or decrease 30% of the following:
(a) the quantity of substantially identical IT Products and/or Services; or
(b) the quantity of individual Hardware, Software, related equipment,
Materials, products. and other Goods that are components of the Project
to which this procurement applies; or
(c) the quantity of Installation or other Services to be performed,
ITB 47.1 Prior to the expiration of the period of bid validity, the Employer shall notify the
successful Bidder, in writing, that its bid has been accepted. However, the contract
will only be signed if Proof of Concept is established to the satisfaction of the
Employer within 90 days of issuance of the notification letter .. The Proof of Concept
shall be in accordance with responsibilities detailed m paragraph 7.3 of Section 6
of the bidding documents. In case the bidder/contractor is unable to establish the
Proof of Concept as per the requirements set forth in paragraph 7.3 of Section 6 of
the bidding documents, the Employer has the right to cancel the notification letter
or provide another opportunity to the bidder/contractor by extending the period of
establishing the Proof of Concept, provided a reasonable level of work has already
been completed by the bidder/contractor and that either the bid security has been
extended for an equal period or a performance guarantee, covering the Proof of
Concept as well, has been received by the Employer. The notification letter
(hereinafter and in the Conditions of Contract and Contract Forms called the "Letter
of Acceptance") shall specify the sum that the Employer will pay the Contractor in
consideration of the execution and completion of the IT Products and/or Services
(hereinafter and in the Conditions of Contract and Contract Forms called "the
Contract Price"),
ITB 47.2 Promptly after successful Proof of Concept, the Employer shall also notify all other
Bidders of the results of the bidding, and shall publish the results identifying the bid
and lot numbers and the following information: (i) name of each Bidder who
submitted a Bid; (ii) bid prices as read out at Bid Opening; (iii) name and evaluated
prices (and bid score if weighted scoring system was used) of each Bid that was
evaluated; (iv) name of Bidders whose bids were rejected and the reasons for their
rejection; and (v) name of the winning Bidder, and the Price it offered, as well as
the duration and summary scope of the contract awarded.
To supersede the written provision in Section 1. The clause should read:
ITB 47.3
Until a formal contract is prepared and executed, the notification of award shall
constitute a binding Contract, subject to a successful completion of Proof of
Concept.
Proonment of IT Products and Services Bidding Document lor
ADB.PDEIP 11-Tranche1-AMI Projed IESCO
Pacuge 1
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..:..;..;;.:_;_
Sedlon _11 -__,;;...;_;;_:~:.......;:.;;..;...._
Bid Data Sheet ,.35
~
ITB 48.1 Promptly after successful completion of Proof of Concept, in accordance With
requirements. set forth in Section 6, the Employer shall iss~e .to the suceesstui
Bidder a Certificate of acceptan~e o.f the Proof of C?ncept within 5 working da
from the date of completion notice issued by the bidder, and send the Contr~
Agreement.
~
ITB 49.1 Within twenty-eight (28) days of the receipt of a Certificate of acceptance of the
Proof of Concept from the Employer, the successful Bidder shall furnish the
performance security in accordance with the General Conditions. subject to ITS
42.4, using for that purpose the Performance Security Form included in Section
9
(Contract Forms). or another form acceptable to the Employer.
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secoon 3- Evaluation and Oualif.calion Cntena Single-Stage 81dd1ng
3A-1
1. Evaluation 3
2.6 Subcontractors 11
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Proairement of IT Produds and Services Bidding [)octlllellt tor
ADS-POEIP JI-Tranche1-AMI Pro1ect IESCOPPage
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. and Qualification Criteria Single-Stage Bidding 3A.3
Section 3 - Eva Iuation
1. Evaluation
1.1 Responsive Bids
The Employer will review all ~ids su_bmitted to determine whet_h~r the bidd~r is eligible (as
per the criteria in Part 2 of this Section 3) and whether each bid rs responsive using the
following criteria pursuant to ITB Clause 34.
(a) The Bidder meets the Qualification Requirements outlined in Part 2 of this Section 3,
(b) The Bid is substantially complete in that it provides the information outlined in the
Bidder Response Format.(Employer assessment),
Only responsive bids will be further considered.
The Lowest Evaluated Bid Price (Adjusted Bid Price plus the Recurrent Costs) will be
identified by the Employer pursuant to ITB Clause 42 based on the following criteria:
The Adjusted Bid Price will be calculated as follows
(a) Adjustments made for:
(i) D requirements as per paragraph 1.2(b) above; for each percentage of D
requirement below the 100%, 0.5% of the Bid Price as mentioned in the Letter
of Price Bid (Section IV), will be added for evaluation purposes only
(ii) Arithmetic corrections
(iii) Conversions to a single currency
(iv) Net Present Value of Recurrent Costs
The Price Schedules in which the above information must be presented are shown in Part
6 of the Bidder Response Format and the details of individual Forms are found in Section
IV Bidding Forms.
1.3.1 QuantifiableDeviationsand Omissions
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lA-4
Section 3 Evaluation and Qualification Criteria Singl6.~
Pursuant to ITS Clause 38, the Employer may at its own expense require the Bidder with
th~ lowest _Evaluat~ Bid to provide the further information on 'request to substantiate
c/a~ms and rnformation included in its bid. This information may be subject to audit and
revrew by the Employer and may involve site visits.
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Section 3 - E valuot,on and Oual,focabOn Criteria S1 e--Stage Btdd1ng
3A5
The Alternative Solution must be included with the offer m separate envelopes (one for
technical and one for price) that dearly states 'Alternative Solution' Pursuant to ITB Clause
16.1. Lowest Evaluated Bid Price shall be eligible for Alternative Btd evaluation. Bidders
may propose an alternative technology solution for the "Access Network {additionally to
Base case). This alternative bid shall not be opened untrl the process under clause ITB-37
is completed and the lowest evaluated responsive bidder has been selected. At that moment
the alternative bid shall be opened and if it meets the following requirements:
Descriptive explanation of the proposed technology
Proposed technical schedules for the new elements included
Overview of the sample projects in the world where the proposed technology is
used
Detailed added value that the proposed alternative technology will imply, such
as Cost Benefit Analysis and OPEX calculations.
Detailed imphcated changes to the technical specrficatron 1n Section VI (SOR).
Detailed implicated changes (1f any) to the proof of concept procedure as
specified in ANNEX-B-8 2 of Section VI (SOR).
A written verification that the 9 listed conditions below are fully met.
The same shall then be analyzed by the committee to determine whether the alternative
solution is better than the proposal in main offer. The Client shall only evaluate the
Alternative Solution of the lowest price responsive Bidder. The Client shall consider the
Alternative Proposal at its own discretion and provided that (but not limited to):
a) The proposed alternative technology respects the overall architecture presented in
chapter-4.1 of Section VI (SOR) The only rnocncauon may be applied over the
technologies used for "On-sue Level' architecture (as listed m chapter 4.1.3 of
Section VI (SOR)). and all other architecture levels (including Company Level, AMI
Control Centre Level, and Integration Level) shall remain untouched.
b) The proposed alternative technology meets all Operational Requirements
presented in chapter 4.2 of Section VI (SOR). when applied to capabilitres of Access
Network.
c) The proposed alternative technology meets the Performance Criteria presented for
Acquisition of all meter data in chapter 5.2 of Section VI (SOR).
d) The proposed alternative technology meets all Specific Requirements presented in
chapter 6 of Section VI (SOR), when applied to capabilities of Access Network.
e) Using the proposed alternative technology help to reduce the meter device cost, or
at least does not impact the cost submitted in the winner's bid.
f) Using the proposed alternative technology help to reduce the operation costs
(OPEX).
g) Using the proposed alternative technology includes other added values to the
project, environment and the stakeholders.
h) Using the proposed alternative technology, the project implementation lime-line will
improve, or at least not impacted.
i) Using the proposed alternative technology, the GC (Section-VII) and PC (Section-
VIII) are fully respected.
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~JA::;::6:.__~~~~~~~~~~~~~--=S=e~ci=io~n~3-~Eva...:...;lu_a_bO_n_a_nd~O-ua_h_fica--'-tion.;;.;,;..C,,:::::.:.:tena~~-~-~S~~
1"91es~
-
Bidders shall demonstrate they are qualified to bid as part of the bidding process
complete the forms set out Parts 1 and 2 in Table 1 ~nder ~id Submission Form and
Qualification of the Bidder. The detailed forms are found in Section IV Bidding Forms. and
2.1 Eliglbllity
AU partners [uhpartner
combined
-..
2.1. 1 Nationality
National,ty in accordance with ITS 4.2. must meet existing or must meet must meet
requirement intended requirement Form 1.1 or 2.\
requirement 'Willl
JVCAmust
attactwnen.s I
meet required
requirement
-
2.1.2 Conflict of Interest
No- confl~ of interest as described In must meet existing or must meet must meet Form 1.1 or 2.\
ITB4.3. requirement intended requirement requirement With
JVCAmust attactvnents f
meet required
requirement
Compliance with conditions of ITS 4.5 must meet must meet must meet must meet Form 1.1 or 2.\
requirement requirement requirement requirement with
attadvnents t
required
-
2..1 5 UN Ellgibility
Not ha111ng been excluded as a result must meet existing or must meet must meet Form 1.1 or 2.1.
of the Borrower's country laws or requirement Intended requirement requirement with
offoal regulations. or by an act of JVCAmust attadVnents I
compliance wrth UN Security Council meet required
resolution, rn accordance with ITB 4.8 requirement
Submission Requirements
All partners Each partner
combined
All pending litigation and arbitration Must meet N/A Must meet
shall in totat not represent more than requirement requirement Form 2. 2
50 (fifty) percent of the Bidder's net by itself or as by itself or as
worth and shall be treated as resolved partner to partner to
against the Bidder. past or past or
existing existing
JVCA JVCA
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3A-8 Section 3 - Evaluation and Qualification Criteria - - Sing! e-Stageeid~
Subminion R .
All Lead Eoch t<lor~-
""'ts
parmers partner partner'
combined
I I I
men!
-
2.3.3 Financial Resources
l Must Must
Must
The Bidder must demonstrate access I Musi meet
requiremen meet meet 60 meet 25 Form 2.3.3
to. or availability of. financial resources require (sixty) (twenty
t five)
such as liquid assets. unencumbered ment percent
real assets, unutilized lines of credit of the percent
and other financial means, other than requirem of the
any contractual advance payments lo ent require
meet the following cash-flow men!
requirement: USD 10 (ten) million '
_P_ro_cu--~e-m_e_n_to_f_l_T_P_ro_d_u_ci_s_a_n_d_S_e_lVl_.c_e_s----------------------------------------B-id-d-in-g~D~ocu-
ADB-PDEIP II-Tranche1AMI Project !ESCO Package
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Section 3 - Evaluation and Qualification Criteria Single-Stage Bidding
3A-9
2.4 Experience
..
241 General Experience
Experience under contracts in the role Must meet N/A Must meet
of contractor. subcontractor, or requirement requirement Form 2.4.1
management contractor for at least
the last 5 (five) years prior to the bid
submission deadline. and with activity
in at least six (6) months in each year.
Participation in at least one (1) contract that has been successfully completed within the last five (5) years and that is similar in
nature and scope to the supply and services as described in Section 6, Schedule of Requirements. The similarity of the
participation shall be based on the physical size, nature of works, complexity, methods, technology or other characteristics as
described in Section 6, Schedule of Requirements subject to provisions below.
Bidder is a Sinole Entity: The cumulative amount of Bidder's participation in the contract(s) referenced above must
exceed USS 100 (one hundred) million and participation in at least One (1) contract must exceed USS 40 (forty) million.
Bidder is a Joint Venture: The cumulative amount of the Bidder's participation (all Partners combined) should exceed
USS 100 (one hundred) million. The participation of One (1) of the Partners in alleasl one (1) contract must exceed
USS 40 (forty) million.
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3A-10 Seel/on 3. Evaluation and Qualification Criteria Single-
Ider~
2.4.3 Specific Experience In Key Nominated Activities ~
Experience must be comproedby the Bidder. Experience may be complied with through su?OOntractors. In case of a Jo
a
Bidder in the absence of suboontraciOrs. at feast one lhe JV Partners must comply w,th experience requirern Int Ven
activity. In case Bidder intends to use su~ntractor. Bidder shall I) provide evidence of subcontracting arrange:t in !lie
meet the requirements in Criterion 2.6 of Section 3. "'1ts;
te
a'1<!1
Rcquirrmrnr
.....
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SectiOn 3 - Evaluation and Qualification Criteria Single-Stage Bidding
JA-11
This information is to be entered on Forms 2.5.1 and 2.5.2 found in Section IV Bidding
Forms
2.6 Subcontractors
Subcontractors/manufacturers for the following major items of supply or services are
allowed and must meet the following minimum criteria, herein listed for that item. Failure
to comply with this requirement will result in rejection of the subcontractor.
In the case of a Bidder who offers to supply and install major items of supply under the
contract that the Bidder did not manufacture or otherwise produce, the Bidder shall provide
the manufacturer's authorization, using the form provided in Section 4 {Bidding Forms),
showing that the Bidder has been duly authorized by the manufacturer or producer of the
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3A12
Section 3 Evaluation and Qualification Criteria Sing!e-s e .
~
related plant and equipment or component to supply and install that item in the Empr
0Y~r's
country. The Bidder is responsible for ensuring that the manufacturer or producer co
~ith the requirements of ITB 4 and 5 and meets the minimum criteria listed above f;~rhares
item. r t
PP~rocv~reemnien~to~f~fTTFP~rod~ucts~amnddSS;ervr;~ce;s~------------------------------------------~-----
Bidding QoallTlellt tor
l ADB.PDEf P llTranche1AMI Project IESCO P~
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Section IV - Bidding Forms Single Stage Two Envelope Process
4A-1
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4A~
~Proanm~nnent~dofflTDP~r;oddlu~ct;saarn~dSS;eM;,c;e;s~~~~~~~~~~~~~~~~~~~~--:-:-:---
Bidding Document for
AOB-PDEIP 11-Tranche1-AMI Project !ESCO Package 1
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Section IV- Bidding Forms. Single Stage Two Envelope Process
4A-3
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BID SUBMISSION FORMS - TECHNICAL BID
r 1.
Table 1: Bidder Response Format- Technical Bid
Check
cocwncnt Number and Information Required Pago No.
OrdarlnBid YIN
-----
Bidder's Front Page (Bidder's name. Bid detaUs)
I 1.
Bidder Response Formal - Technical Bid (as a table of conrenrs/c:hecklisl)
2.
I
3.
1. Bid Submission Form
2.1
2.2
Bidder lnfonnation Sheet
11.
12.
2.4.3
2.5.1
Specific Experience in Key Nominated Activities
Key Personnel --
13. 2.5.2 Key Personnel Details
23.
-
5.2 Bid-Securing Declaration
24. 5.3
-
Manufacturer's Authorization
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Section IV - Bidding Forms Single Stage Two Envelope Process
4A5
(a) We have examined and have no reservations to the Bidding Document, including Addenda issued in
accordance with Instructions to Bidders (ITB) 11.
(b) We offer to [Employer to insert the IT Products and /or Services that apply], in conformity with the
Bidding Document.
(c) Our bid consisting of the Technical Bid and the Price Bid shall be valid for a period of [XJ days from
the date fixed for the bid submission deadline in accordance with the Bidding Documents, and it shall
remain binding upon us and may be accepted at any time before the expiration of that period;
(d) We undertake, if our bid is accepted, to commence work on the Information Products and/or Services
and to achieve Installation and Operational Acceptance within the respective times staled in the
Bidding Documents.
{Bidder, as appropriate, include or delete the following paragraph and then subsequently include or
delete paragraph below it as appropriate]
(e) "We accept the appointment of {Employer: name of proposed Adjudicator from the Bid Data Sheet]
as the Adjudicator.
(f) 'We do not accept the appointment of [Employer: name of proposedAdjudicator from the Bid Data
Sheet] as the Adjudicator, and we propose instead that[: name] be appointed as Adjudicator, whose
resume and hourly fees are attached."
(g) We hereby certify that all the Software offered in this bid and lo be supplied under the Contract (i)
either is owned by us, or (ii) if not owned by us, is covered by a valid license from the proprietor of the
Software.
(h) We, including any subcontractors or manufacturers for any part of the contract, have or will have
nationalities from eligible countries, in accordance with ITB-4.2.
(i) We, includingany subcontractorsor manufacturers for any part of the contract, do not have any conflict
of interest in accordance with ITB-4.3.
0) We are not participating, as a Bidder or as a subcontractor, in more than one bid in this bidding process
in accordance with ITB-4.3, other than alternative bids submitted in accordance with ITB-16.
(k) We, including any of our subcontractors or manufacturers for any part of !he contract, have not been
declared ineligible by the Bank, under the Employer's country laws or official regulations or by an act
of compliance with a decision of the United Nations Security Council;
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(I) We are not a government owned entity or We are a government owned entity but meet the r. .
of/TB-4. 5;' equtrernen1$
(m) We hereby confirm that we will undertake and complete the Proof of Concept within 90 da
issuance of notice of award in accordance with details provided in Section VI, Paragraph~ ;orn the
Bidding Document. of the
In the capacity
of _
Name~--------------
Signed~-------------~
Datedon dayof _,
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. JV Bidding Forms. Single Stage Two Envelope Process
Section - 4A-7
O Bidder's Information
Bidder's authorized
representative
(name, address, telephone
numbers. fax numbers, e-mail
address)
Attached are copies aftht followlng ortglllll documents.
D 1. In case of llnglt enlly, lrlldes of kmporallon or constftullonof the legal entity named above, In accordance with ITS
4.1 and 4.2.
D 2. Authorization to llpCllent lhe lrm or.N nsnedIn above, In accordancewith ITS 24.2.
0 3. In case of JV,llllsofkdlnl lo bm ,N or.N iv-nent. In accordance with ITB 4.1.
0 4. entity, any addllonll documents not covered under 1 above required to cx,mply
Bidding
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n:1.AJu,1, v - u,u1,,1m~, v,u,;::. - ..;,,11y1u ..:,wge J wo EnveJ
-
equivalent)
Contract Identification:
Name of Employer :
Matter in dispute:
Contract Identification: -
Name of Employe!:
Address of Employer :
Matter in dispule:
Contract Identification:
Name of Employer:
-
Address of Employer:
I I Matter in dispute:
Bidding Documentfor
ADB-PDEIP 11-Tranche1-AMI Project IESCO Package 1
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Section IV - Bidding Forms - Single Stage Two Envelope Process
4A-9
~il,fj,H$j$rjj:@jj,ji(fiH1~r-,
Year 1: Year 2: Year3:
Total Assets
Total Liabilities
Net Worth
Current Assets
Current Liabilities
Total Revenues
D Attached are copies of financial statements (balance sheets including all related notes. and income statements) for the last
three years. as indicated above, complying with the following conditions.
. All such documents reflect the financial situation of the Bidder or partner to a JV, and not sister or parent companies .
. Historic financial statements must be audited by a certified accountant.
. Historic financial statements must be complete. including all notes to the financial statements .
Historic financial statements must correspond to accounting periods already completed and audited (no statements for
partial periods shaU be requested or accepted).
Name of banker
Address of banker
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.,
me and title
contact na
-
~P10Cl~:nm~.-9n1~~-;-::n~P~r001--ia1--ar<1-:-::-Ser\'QS~~~~~~~~~~~~~~~~~~B-iddi--,ng--[
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Section IV- B,dd,ng Forms. Single Stage Two Envelope Process
4A11
Date:
Bidder's Legal Name:---------
---------
/ C8 No.:
JVCA Partner Legal Name:--------- --------
Named Sub-contractor Legal Name, _ Page of pages
Average annual turnover calculated as total certified payments received for work m progress or completed,
divided by the number of years specified in Section 111, Evaluation & Qualification Criteria, Sub-Factor 2.3.2.
'The Exchange rate used must be documentary evidenced by the proof ( i.e from where it was
extracted/Used as well as). Name of bank may be specified with complete enclosures describing the
working/Conversion of Exchange rate.
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seccon 1v-Biddan9 Fonns Single Stage Two E
4A-12
~ ~
~~,:~:';; ;:~:e,!;~res provided in third column {i.e amount in USS equivalent) is mandatory
a1ong With
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SedlO" IV- Bidding Fonns. Single Sl.lge Two Envelope Process
4A-13
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SectiOn IV- Bidding Focms Single Stage Tv.o E
A-14
Contract name: -
Bnef Description of Che Produds/Se,vices supplied by the
Bidder.
Name of Employer:
Address:
Email:
Telephone:
Cootrad name:
Brief Desaiption of lhe Produds/Selvices supplied by lhe
Bidder:
Name of Employer:
Address:
Ema:
Telephone:
Contract name:
Brief Oesa,ption of lhe Products/Selvices supplied by the
Bidder:
Name of Employer:
Address;
EmaU:
Telephone:
Contract name:
Brief Description of lhe Products/Services supplied by the
Bidder:
Name of Employer:
Address:
Email:
Telephone:
-
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SeGlJOl'I rv- Bidding Forms 5,ngle Stige Two Envelope Process
4A-15
4 '. ~' -
.. .~ Contract of Similar Size and Nature ' '. .... # . .t , .. ,
.'
If partMI' in a JV or
subcontractor. specify
Percent of Total Amount
participation of total contract
amount
Employer's Name
Addreu
Telephone/Fax Number
E-mail
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. IV- Bidding FOITTIS Single ::itage Two Em,e40
Secli()n ~
4A-16
completion Oat
Award Date
Q M1n1gement O Subcontractor
Role In Contract Q Contr1ctor Contractor
If 1>1rtner in a JV or
subcontractor, specify Percent of Total Amount
1>1rtlcl1>1tlonof total contr1ct
1mount
Employer's Name
Address
Telephone/Fax Number
E-mail
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Secilon IV - Bidding Forms. Stngle Stage Two Envelope Process 4.A-17
For specific positions essentia.l to contract mana~ement and implementation (and/or those specified in the
Bidding Documents, 1f any), Bidders should pro~~de the names of at le.ast two candidates qualified to meet
the specified requirements stated for each po~111on. The data on their experience should be supplied on
separate sheets using one form for each candidate.
Bidders may propose alternative management and implementation arrangements requiring different key
personnel, whose experience records should be provided.
1. nue of position
2. r1t1e of position
3. nue of position"
4. rttle of position
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4A18 sec;don fl/_ Sodding FOl'ffls S,ngle Stage T WI> E
Cndldt
Position
0 Prim 0 Altrnt
Personnel Dt of birth
Hme
lnfonnation
--------
ProfeasionIquliflcatlons ----...
----
----
Present Pume of employer
emplo~nt
Address of emplo~
Fu
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FA-s. Single Stage Two Envelope Process
~IV-SKI d 1ng .,. ... 4A-19
d and each partner to a Joint Venture bid and Named Subcontractor(s) should provide information
Bidthe~
8
current commitments on all contracts that have been awarded, or for which a letter of intent or
~
as been received, or for contracts approach'1ng comp I.etion, but for which an unqualified full
accep tance h .
completion certificate has yet to be issued.
. . Current Contract Commitments . , ... . .. .,.._,.\~ v..
Val119of
Outstanding Average Monlhly
Employer. Contact Information Estlmaled
Invoking Over Last Six
No. Name of Contract Address. Tel, Fax Products and/or Completion
Months
Services [Current Dalt
[USS/month))
USO Equivalent)
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2.7 LitigationandArbitrationHistory~
B~d"S. roc,'uding each of the partners of a Joint Venture. shall provide information
1,1,gat,on or aroitration resulting from contracts executed i~ the last five years or currenu on any Ir
A separa:e sheet should be used for each partner of a Joint Venture.
e~,~
Y under 'Sin..
,-d!TP""""'""""- ADS
Biddi
ng
-
()ocltnentfor
.POEIP /f. Tranctie1-AMI Project /ESCO p,cbge I
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Sect,On IV- 8.dding Fonns. S,ngle Stage Two Envelope Process
4A-21
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4A-12
The Bidder sh~II provide adequate information to demonstrate dearly tha_t rt has t~e technical caPab,I
meet the requrr~me_nts for the provision of these Products and/or ~erv,ces. With I~~ form, the fly lo
sh~uld summanze important certifications. propnetary methodolog,es. and/or speciallZed tech ~
8
which the Bidder proposes to ut,lize in the execution of the Contract or Contracts. ~
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section IV- Bidding Forms. Single Stage Two Envelope Process
4A-2J
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4A-24
......, ,v- ~"'"2'"'"''. &.,,.. s .... T' I
ed subcontractors
4.1 List of Propos
--------
-----
---
-
The Bidder shall include in its bid information establishing compliance with the requirements specified lrf
the Employer for these items. Bidders are free to list more than one Sub-Contractor against each ttem rJ
the IT Products and/or Services.
Should a manufacturer or Sub-Contractor be determined to be unacceptable, the Bid will not be rejected,
but the Bidder will be required to substitute an acceptable manufacturer or Sub-Contractor without any
change to the bid price. Prior to signing the Contract, the corresponding Appendix to the form of Con~
Agreement shall be completed, listing the approved manufacturers or Sub-Contractors for each item
concerned.
~P-ro_cu_r_em_en~to~f~l~T=P-rod~ucts~-and-:-Servl::--ces~~~~~~~~~~~~~~~~~~~Bi7dd~ing'.':"~~
1
ADs.PDEIP 11-Tranche1-AMI Project IESCO ~
J
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seciioll IV - Bidding Fonns. Single Stage Two Envelope Process
4A-25
I I 1 I I
I I I
I I I I I
I I I
I I I
I I I I
I 1 I I
I I I I
I I I I I
I I I I I
I I I I I
l I I I I
I l I I I
I I I
I l I
I I l l
I I I I I
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5e<;1ion IV- t:JIO(llll\j ......... ,. - "'"91e Stage T""
~~-1~6~~~~--__;~~~~~
Interoperability Tests Certificates for each of the elements provided in the bid.
Type test for Meters A 1, A2. and BCD (one certificate per meter brand and model)
To be provided at Implementation
The Supplier shall provide the Employer with Technical and Operational Manuals (including details
of required maintenance) of all the elements included in the bid as per the provisions in Section V1 -1
SOR-
1
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--
~ IV - Bidtt1ng Fonns. Single Stage Two Envelope Process 4A-27
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ediO'IIV - Bidding Fom,s Single s~. T ---
41'-25 s ~ll.
~
and Declarations
5. Gua ran tees
5.1 Bid Security (Bank Guarantee)
. and Address of Issuing Branch or Office}
{Banks Name.
---------- {Name and Address of Employer}
S.neficlary: ----------
Date: ----------
810 GUARANTEE
No.:---------
. {name of the Bidder} (hereinafte
We have been rnformed that . . (hereinafter called "the Bid") for the r Calleo"-
B,dder") has submitted to you ,ts bid dated 1 r for Bids No. ("the IFa ex~!ioo"1'
{name of contract] under Inv, a ron ). ct
-------
Furthermore, we understand that. according to your conditions, bids must be supported by a bid guarantee
(b) fails to satisfactorily complete the Proof of Concept in accordance with paragraph 7.3 of
Section 6 of the bidding documents, within 90 days of i~su~nce of ~otic_e of Award, and the
conditions set forth in the ITS, 10% of the amount of th,s Bid Security will be forfeited; or
(c) does not accept the arithmetic corrections in accordance with the ITB; or
(d) having been not.med of the acceptance of its Bid by the Employer during the period of bid
validity. (i) fails or refuses to execute the Contract Form, if required, or (ii) fails or refuses to
furnish the performance security, in accordance with the ITB.
This guarantee will expire: (a) if the Bidder is the successful Bidder, upon our receipt of copies of the
contract signed by the Bidder and the performance security issued to you upon the instruction of the Bidder:
and (b) if the Bidder is not the successful Bidder, upon the earlier of (i) our receipt of a copy your notifica~
to the Bidder of the name of the successful Bidder; or (ii) ninety-three (93) days after the expiration of the
Bidder's brd.
Consequently, any demand for payment under this guarantee must be received by us at the office on or
before that date.
This guarantee is subject to the Uniform Rules for Demand Guarantees, ICC Publication No. 4581
[s.,gnaturesj
Note: All Italicized text Is for use In preparing this form and shall be deleted from the final product
1: ICC Publication No. 458 or 758 as applicable.
-- '11
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seaion IV- B,dd,ng Forms. 5111918 Stage Two Envelope Process
4A-29
Not applicable
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Section IV - Bidding Forms - Single Stage T
4A30
~Pr,
~
5.3 Manufacturer's Authorization
To:-----------------------
e hereby confirm that, in case the bidding results in a ~ontract between you and the Bidder, the above.
ted products will come with our full standard warranty/license.
med
'ed on day of _, _
e: This authorization should be written on the letterhead of the Manufacturer and be signed by a person
the proper authority to sign documents that are binding on the Manufacturer.
1ufacturer's Authorizations for Information Technologies - except for those technologies which the
ler itself manufactures ..:. are required for the following types/categories: [specify, for example: "none' I
'"all active (i.e. powered) equipment and all software").
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-
Section fV - Bidding Forms - Single Stage Two Envelope Process
4A-31
YIN ..
[Employer to prepare list of appropriate forms and modify format for Table 1 to cover the Qualification and
Evaluationintended.]
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Section JV- Bidding Fonns Single Stage Two Envelope P
r~~
Date:{Bidder: date of
IFB No.: ADBPDEIP /I-Tranche1-AMI Project-lESCO Packa bid]
Contract: {Employer: name ofContge 1
ractJ
(a) We have examined and have no reservations to the Bidding Document, including Addenda issued in
accordance with Instructions to Bidders (ITS) 11.
(b) we offer to [Employer to insert the IT Products and /or Services that apply], in conformity with the
Bidding Document.
(c) The price of our Bid, excluding any discounts offered in item (d) below is the sum of: [amount of
foreign currency in words]. [amount in figures], and [amount of local currency in words], [amount in
figures]
(d) The discounts offered and the methodology for their application are:
(e) Our bid shall be valid for a period of [XJ days from the date fixed for the bid submission deadline in
accordance with the Bidding Documents, and it shall remain binding upon us and may be accepted at
any time before the expiration of that period;
(f) If our bid is accepted, we commit to obtain a performance security in accordance with the Bidding
Document.
(g) We have paid, or will pay the following commissions, gratuities, or fees with respect to the bidding
process or execution of the Contract:
PP~roaw;rem;;;;-;;en;t~of~IT~P~r;odfuuds~a~nd~S~em;;;ces;:--~~~~~~~~~~~~~~~~~~~~--:-----
Bidding Document for
ADB-PDEIP llTranche1-AMI Project !ESCO Package 1
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section IV - Bidding Fonns Single Stage Two Envelope Process 4A33
U) We agree to permit ADB or its representative to inspect our accounts and records and other documents
relating to the bid submission and to have them audited by auditors appointed by the Bank.
(k) We hereby confirm that we will undertake and complete the Proof of Concept within 90 days from the
issuance of notice of award in accordance with details provided in Section VI, Paragraph 7 .3 of the
Bidding Document.
Signed _
Datedon~--------------dayof ___
-
Bidding Document for
Procurement of IT Products and Services
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4A-34
Section IV - Bidding Forms Single Stage Two Envelope Process
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. IV Bidding Fonns Single Stage Two Envelope Process
SeciJOn -
4A-35
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s ec_t_io_n..;.IV..:_-..!B;:id~d~in~g
__ F elope process
---- - ~-Single Stage TWO~
'----;:;-oa::.ta:;.;;ba:se Support
Very Large f tables and
(Partitioning o
Indexes) rs and Web
Ap;,5cation serve
seivers software. Operating
3rd Pa1ffice Software. Virus
system.
scanne1'. t bidder finds
Qlher soft,,-are tha t the
to mee .
necessary . ements in this
o?"..ratiOl\31 requir
SOR. Lumpsum
as per the
tiOn Arrangements Bidder
Imp Iementa
2.3.4 (Man-months) Proposal
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seciion IV - Bidding Forms Single Stage Two Envelope Process
4A37
-
81dd1ng Document for
procurement of IT Products and Services
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<:A-38
Section IV - B,dding Form$. Sinqlo S1age Two Envelope Proce~s
Unit Prices/Rates Tot.11 Pnce
Supplied Supplied from Supplied Supplied from
Country of Locally outside the Locally the Emp10n~.
Item Product and/or Sorvico Item
Origin Quantity
According
f1
Oosc:riptlon to Sections Employer's Country
Code Coun
[local {local (foreign {local {local
cuffency} currency} currency} currency} currency] (/c,t!,;,,
Supply
4.2
of
lnfrast/\lcture
Communications
(including one
"'"~
router modem for each and 139 4. 5 and 6.7
cabfin9 for the comoulers)
Total Prices: Products and for Services (for entry In Grand Summary Cost Table)
Name of Bidder
Authorized Signaturo of Bidder:
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--
section JV- Bidding Fonns - Single Stage TwoEnvelope Process
4A-39
Total Prices: IT Support Services (for entry In Grand Summary Cost Table)
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ts Table
7.3 Recurrent cos
lot number ~, d 21 Unit prices for the
11 a multi-lot procurement] . Clauses 20 an .
Costs MUST fl . rdance with ITB nl and currency.
same item re ect
. onces and d .
ra es quote in acco . . in amou
appeanng several times in \he table mus\ be 1denbca 1 osts
11\nc\us\ve C
- Maximum a
post-Warranty Pri~,
service period
Item
Recurrent Item
Warranty Period
... Y7
Local
Currency
IF'c~
Y1 Y4 ~
Y2 Y3
Annual Subtotals:
Total Prices: Cumulative Recurrent (for entry in Grand Summary Cost Table)
:I
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Section IV - Bidding Forms Single Stage Two Envelope Process 4A41
Total
7.3 Recurrent
Other
Name of Bidder
Signature of Bidder
'Specify currency in accordance with Bid Oata Sheet ZJ .l. Create and use as 1110ny colUtMS for Foreign Currency
requirement as there ore foreign currencies
-
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,.- 3/
I
Gt 1 ::
<&eu
---- .... , ,, Mi trato+S
I
I
I
I
Name of Biddtr Auth onzed
. Signature of Bidder:
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section 1v- Btdd1ng Forms - Single Stage Two Envelope Process
4A-43
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section 5 Eligible Countries
~
Bidding Document for P roC\Jrement of IT Products and seiv--
AOB-PDEIP 11-Tranche1-AMI Project IESCO Package 1
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Sechon VI - Schedule of Requirements 6-1
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Section Vl _ Schea ule of.,
"eqllir
'-ll~
L
section VI. Schedule of Requirements
Table of contents
Software Licencing 61
6. 58 s . . __ ,,,,,,......................................................... ..........
6 peciftc Requirements ,, . 61
.1. Schedul e A. 0 verall System Functionalities .. ---62
6.2. Smart Meters .
6.3. Meter Boxes . 62
64 I --- .. . .. 64
. .
6.5. DCU
nHouse Display ..
. 144
6.6. Com -
mu . ..---........ .. -150
6.7. Systems nications Spectif cations.. . -155
-----
7. lmplementati _ . "-""".170
on Arrangements ....... .........._ -"
175
.................... ................. ......................- z"A.
II""'
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Section VI - Sct,ed
ule01~
~
~
l
oveRVIEW
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secnon V1 - Scheduleof Requirements 6-5
The following exhibit shows the Institutional Framework of the Pakistan Power Market. The Ministry of
Water and Power (MOWP) and National Electric Power Regulatory (NEPRA) are the two institutions
responsible for governance of the power sector.
p
l
........ -~ ..
Regarding the Generation sector, the NTDC system has an installed capacity of 20.415 WI, although
the available capacity is lower due to some inefficiency of the thermal plants. In addition, the output of
hydroelectric projects typically drops during the winter period due to the loss of head and lower water
inflows and discharges. The average maximum available capacity during the summer season reaches
15,995 MW and 13.472 MW during the winter season.
National Transmission and Dispatch Company owns and operates the national transmission grid
consisting of 500 KV and 220 KV transmission and grid station network. In addition to network
operation, NTDC is also responsible for system operation and power dispatch functions. NTDC is also
currently the Single Buyer of electricity from all generators on behalf of all discos.
NTDC owns over 5,000 circuit-Km of 500 kV and over 8,200 circuit-Km of 220 kV transmission lines.
In addition, it owns 12 500 kV grid stations with over all transformation capacity of nearly 16,000 MVA
capacity and 29 220 kV grid stations with a total of 15,760 MVA capacity.
On the Distribution side, the average T&D losses of the sector were 18.9% during 2012-13 and the
discos had an average net revenue recovery rate of 86%.
IESCO services 2.7 million consumers directly and it is divided into five (5) Circles, 19 Divisions and
108 Subdivisions:
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- Operation Circles
3 Attock Circle
4 Chakwal Circle
5 Jhelum Circle
1.2. ProjectObjectives
The objective of this project is to introduce AMI in Pakistan's Islamabad Energy Su
(IESCO) in order to reduce distribution losses and impro~e revenue collection, enhan:::-r C<>oiParir
and load management, providing automated consumption data collection of all CUst:;1 Coob-e1
modernizing the electricity metering and billing systems. ers at)d
The main target of the implementation of the AMI system in the DISCOS is to solve th
problems of both the network, and the metering, commercial and billing systems. The fu~Ctlrtert
solution should support the following: e Al.fl
The meter to cash process that means an advanced Meter Data Collection, Meter Data
Processing, Meter Data Management and Billing System. The AMI can be segmented into
several components:
This SOR provides the specifications and conditions for the supply, installation and commissioning of
the Smart Meters, Communicayons Devices, AMI Systems and Billing System, including the hardware,
the software and the implementation arrangements.
---
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2. SCOPE OF WORK
The present Lot shall cover the implementation of AMI, Billing a d CIS systems for al customers,
Transformers and MV Feeders in Rawalpindi Cirde (hereinafter "Circle" or 'Area) in Islamabad
Electricity Supply Company (hereinafter referred to as '!ESCO' or The Client) and the b g and CIS
systems in the entire Islamabad Electric Supply Company (i.e. In the five G.rdes)
AMI system covers the implementation of meters, concentrators, boxes. in- ouse cfisplays ana the
necessary communication infrastructure to ensure the functionalities and approach defined in ctiapter
4.
Rawalpindi has a total area of 5,285 km2, and includes 897,209 customers, a 33.23~ of the total
number of IESCO's customers.
Rawalpindi circle customers are mostly domestic, accounting for the 80.60~0 82% of the total number.
18.67% of them are commercial and less the 1% industrial/others. Besides 73% of Rawalpindi's
customers are located in urban areas and 27% in rural locations.
The implementation of the project shall take into account the following considerations:
The Billing System shall cover, as aforementioned. not only the aforementioned cirde but also
remaining parts for the company (i.e. the entire company; around 2. 7 million consumers}.
The AMI system must be scalable for the entire company in the future.
The Scope of Work includes the items listed in the table below. Each of the elements plays a role to
fulfil the overall system requirements and functionalities defined in chapter 4. Likewise, each of the
items has a functional and technical definition included in chapters 6. In this way-.
'/, .
Item Equipment I Service .
- .
1 1 Field Equipment
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- Section VI - Schedule of R@.,
"-'i\Jlr~
~~
13.411
879.564
lumpsumas Per
the Bidder
Prop0sa1
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section VI - Schedule of Requirements
2.2.3 Software for each centre, including but not limited to:
Databasesoftware. Enterprise Edition with connection
pooling
Very Large Database Support (Partitioning of tables Lumpsumas per
and Indexes) the Bidder
Proposal
Application servers and Web servers.
3rd Party software. Operating system. Office
Software,Virus scanner, etc.
Other software that bidder finds necessary to meet the
operational requirements in this SOR.
2.3.2 Hardware for each centre, including but not limited to: Lump sum as per
the Bidder
Software Servers Proposal
Modems,
Switches,
2.3.3 Software for each centre, including but not limited to: Lumpsumas per
the Bidder
Database software. Enterprise Edition with connection Proposal
pooling
Very Large Database Support (Partitioning of tables
and Indexes)
Application servers and Web servers
3rd Party software. Operating system. Office
Software, Virus scanner.
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.:
--------------------------
1omeetthe
Other sottware that bidder finds necessal'Y
opernt1onal requirements in this SOR. Lumpsumas per
me Bidder
' ~J. 1mplementab0n A,TangernenlS (Man-rnontOs) proposal
SoftwareServers
Scalable and Redundant Database Server and RAC
Modems.
Switches.
Other hardware that bidder finds necessary to meet
the operational requirements in this SOR
Lumpsumas per
Software for each centre, including but not limited to: the Bidder
2.,.3
Proposal
Oat~base software. Enterprise Edition with connection
poohng.
Very Large Database s upport (Partitioning
and Indexes)) of tables
Other software
ope . that bidder finds nece
rat,onal requirements in this SORssary to meet the
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ection VI - Schedule of Requirements
6-11
~
2.5 Assembling and commissioningof Main and Back-up As per the 4 5, 6. 7 and
7
AMI Control Centres provisions in
this SOR
2.6 Supply and provide all necessary Licences for the AMI As per the 4. s, 6. 7 and 7
System provisions in
this SOR
3 Implementation
3.1.2 Hardware for each centre, including but not limited to: Lumpsumas per
the Bidder
Software Servers Proposal
3.1.3 Software for each centre, including but not limited to: Lumpsumas per
the Bidder
Very Large Database Support (Partitioning of tables Proposal
and Indexes)
Application server and Web servers
3rd Party software. Operating system. Office
Software, Virus scanner,
Other software that bidder finds necessary to meet the
operational requirements in this SOR.
3.3 Training about the use and functionalities of the As per the 7
equipmentand systems provisions in
this SOR
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6-12
27702 7
3.8 PLC Filters
2 7
3.9 UPS (20 kW)
4.1 Supply of end-user's Computers (for Billing and CIS 4, 5 and 6.7
systems) to be installed in 5 cirdes, 19 Divisions 108
378
subdivisions and 19 revenue offices.
5 Support Requirements 1. 2.
The Employer reserves the right to increase or decrease quantities reflected after the time of Contract
award or .during the implementation of the Contract. The total variation shall stay within the limits of
plus or minus 30% with no price modification.
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p
le of Requirements
5che du 6-13
~
CURRENT ENVIRONMENT
3,
smart Meters and Communications
3,1.1.
. sco of Residential and Commercial customers are mostly electronic (estimated 800,) d
in IE A . t I aoo, ,o an
Meters d by local contractors. pproxima e Y, 10 of them have been implemented over the last
ufacture
111an t most.
oyearsa .
1 1 ss 1 when electronic and class 2 when electromechanical. These values are within usual
Meters are . alc astandards. The loca tion o f the meters rs outside,
without protection against weather
internat1on
conditions. .
. t lied are single phase for sanctioned demand below 5 kW. Above that value, the installed
1~~r:e-phase.
t,1ete~ Meters lack any electrical protection. Meters are covered by a plastic case that
15
rneter h meter against intrusion and accidents.
rotects t e
P ~~
t deployment and implementation of smart meters in Pakistan and carried out by IESCO
I O
Th~ . ed !ESCO conducted an AMR pilot project using 372 energy meters.
js 111111!
ers have the FIREFLY FF which transfer the data through radio frequency to the Gateway.
Ali the rnet . .
ways collect transm1ss1on from deployed meters and are the mean for pushing read request,
Gate re updates and new monitoring schedule out to the network. Gateways are powered over
s0ttwaet and the support several backhaul options for bringing data to the Subdivision offices, RO
Ethern Th . . d G
office and computer centre. ese options tnclu e PRS, CDMA, Wi-Fi, Ethernet, DSL, etc.
The Subdivision ha~ already ~een provided with smart mo~ile phones for taking the necessary
readings at site by simply entering the FF number of the particular meter. The reading meter taken
over the smart mobile phones is taken back to the office and connected and copied with the computer.
IESCO has 2.7 million consumers, and they are divided into 15 General & 4 MDI batches to carry out
the meter-to-cash process.
The first part of the chain (from the meter reading to the money collection) is manually containing the
meter reading request, the meter reading itself and the transfer of the manual meter reading results
into the billing system CIS. The process is supported by the CIS system partially only. The CIS system
PrOduces Meter Data files to be downloaded at subdivision level on mobile smart phones. One list is
made per batch (one fifteenth of customers) and sub-division.
The CIS sends meter reading data files to revenue Officer and subdivisional Officer batch wise. The
Subdivisio
r naI Officer shall give the task to the meter readers. The meter readers d own I oad the data of
elev~nt subbatch on smart mobile phones from computer installed at subdivision office. The data file
=~ins all necessary information of customers according tontheir meter reading routes. The meter
t
the shall punch the meter reading of each consumer as well as its screen snap shot. He also record
iscrepancies observed during meter reading. After completing the task he upload the data from
~-;;:-~~~~~~~~~~--,-~~~~~--;:;:=:-;:;:::;;;;i;~~Kiuc:iiiandi~~
AOs.p wvcvrnent for Procurement of IT Products and Servioes
t>eu>u.r
l'lnche1-AMI Projed IESCO Package 1
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,.....
1
--------~~~~~~~~~~~~~S=ec1JOn~:~::_.:-~S~ch~~~~~~
ule of Requirements
-
~
,.,..,,.. subd1v1s1on computer. Ehen all meter readers upload d t
mart pi..,.- 10 a a to sub d1v1s1onal
mo>e s is completed the required checks are performed to validate and
r and ba1....,
,... R correct the wrong
c;ornpllle bdivisions sent the data to evenue office for onward transmission t C
s All su o entral b,lhng
read n9 CIS system can only process a complete batch and not parts of 11
c;eoire The .
,...., employees confirm the non-plausible data and send the whole batch f I b FTP
B~htlQ, ""' T Th ,e Y
aefoce Revenue Office to the central I centre. e CIS system processes the meter readings and
fr()C11 ~es the bdls. During the night time, all bills of that batch shall be printed. The next morn,ng the
geoet~ Officer shall collect their bills and distnbute them via the Sub-Division officer and the meter
Rev to the CtJStomers.
reade'S
bits of the customers whose data did not pass the plausib1hty check shall not be distributed The
The be verified by the meter reader and the Sub-Division Officer. In case that the data are wrong
~.13must .
ua hall
be corrected manually. In the case the meter reading data was correct the bill shall be
ttie 1)411 s
(!.Sir.DU!ed 10 the customer.
_,_5 starts on Day O with the Uploading of data files on FTP server for the use of Revenue
The pr........ J df
b-divisional office. Two days are neede or the meter reader to collect the meter readings (Day
and;er 2 days. on Day 4, the Sub-Division Officer has done the checks of the meter reading and
~ the compiled Meter Reading List to the CSO Another 1 days (Day 05) ,s needed to enter the
readings to the flat files performing additional plaus1b1lity checks and send the data to the IT
department (ICC). On Day 06 the billing is processed the CIS system and the bills are printed in the
ICC On Day 07 the printed bills are available m the CSO for the Revenue Officer and Sub-D1v1s1on
Officer. The bils are distributed to the customers (Day 08). The customers must pay the bill wnrun ten
da)'S (Day 18).
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Secbon VI - Schedule of Requirements
. '"':" 71 75
4.
4.1.
DESIRED FUTURE STATE
Final Architecture
6-15
'
Final architecture scheme shall comprise four levels
namey:
I
Company level
AMI Control Centre Level
On Site Level
There shall be a principal and a back-up location for the system that shall be far enough to permit the
company to ~ecover fr~m any _disaster in a short period. The back-up centre shall also be used for
tests, educational and integration purposes.
Overall AMI system cannot have a complete failure. In that sense, elements to protectthe system shall
be allocated with regards to:
Reliability of the elements: all elements must pass the necessary tests according to the
standards and procedures related in the technical specifications. No element shall be allowed
otherwise.
Natural disasters - terrorist attacks: a backup of the MOMS' DB shall be done on permanent
basis. It is advisable the backup is stored in a different location to avoid major problems.
Eventually, the employer may also consider duplicate the software and operations centre in
order to facilitate the recovery of the operations in a very short term.
Cyber-attacks: cyber security measures must be implemented to avoid problems related to:
Main control centre for full control of the system. The main hardware and software, i.e.
databases and servers for CIS, billing, MOMS, HES system, as well as communications, i.e.
routers and links. shall be implemented with redundancy in main control centre.
Back-up control centre that can take over of all functionalities of the main control centre in
case of disaster/failure, and also serves for test, education and integration purposes. The
HW/SW redundancy at backup control centre shall be equal to the Main centre as explained
above.
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,
~ ~~~~~~~~~~~~~~~~~~~~Sect~~~~n~V~l-~S~ch~ed~u~~of~R~eq~u~,r~em~e~nts~
~
~g43 ~
'13
~;,1~ ----.. ...
~
.g)ga ~tJ .. ~u
JI fl fl ---------
Main:J,ber Opticn'l
Backup ADSLt>rfBG"I
fl fl fl
J..
JI I~ J..
fl I~
Exh1b1t 3 Architecture on Company Level
--
Telecomllletworkm
-
Exhibit 4 Architecture on AMI Level
ADB-POEIP11-Tranc:he1-AMIProject IESCO ~ 1
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sectJOll V1 _ Sc;hedule of Requlfements
;;------~:.:.---------------------~~~~~~~----------------------~~~1~7
4.1.3. On-Site Level
ThlS 1evel comprises the following elements.
GNS......_
! l
t
D l
~...... e-
ocu,1r,~ol MtterlCI>
c B
_,erA.lor i-1etAlor
"2 Al
B
IHO IHO
~~
Exh1b1t 5 Architecture On-Side Level (I)
For Meters BCD where Fibre Optic/AOSL facilities are present (and advisable):
o Routers
o 3G/4G backup modem (in critical points)
o Local router concentrator where more than one connection is present (meters,
modems. etc.)
o Meters
o Ethernet local LAN for meters' data hopping.
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t: 3
t
r
Al2J
+
:-
i:-
:-
~ ~
----.
MetffllKDZ
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connection to other applications via specific
protocols (P2) .
Operator/Userst/J
MOMS
Firewalllll
Other!ll
applicationslll
1
The Employer shall procure and provide the telecorn network connections and SIMs for this reason.The Contractor Is
expected to guide and support the Employer in the implementation of these activities.
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Section VI - Schedule of Requirements'.:'. .
~-----~~~~~~~~~~~~~~~~_:_:_-=::::.::::~~~~.
Comm.
Utility Utility
Supplier
~ PLC/RF
~ Fiber
..--+ LAN
4.3.1.3. Interoperability
~-;-;:;-;::=-~------------~----------~~------~--'k!INi"iicM:Uii;iii~--
........rement Of IT
i:a-......~
~ 'UUUWI Ind Services
Bidding Document for
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SecliOl'I VI - Schedule of Requirements
6-21
Interoperability is defined for this project as the ability of a system or a product to work well with other
systems or products.
The introduction of smart meters clear1y requires the specification of an evolving interoperable
framework to support secure communications both upstream and downstream of the meter.
Interoperability between devices and equipment is key, as the introduction of smart metering should
not create a barrier to competition or unnecessary costs.
Downstream communications from the meter into the home are also needed in order to
provide services for consumers through in-home displays or any other home automation
device.
An open or interoperable metering system permits transparent access and integration among
equipment and applications.
specific provisions about the introduction of interoperability are provided in section 7.4 within this SOR.
The meters shall be provided with communication ports and communication protocols for local and
remote communications. There are various communication technologies that shall be explained in the
next section.
The smart metering system shall support secure data communication to ensure the confidentiality,
integrity and availability of the data and commands.
The current metering system requires the mobilization of meter readers to each point of deliver. This
procedure requires an enormous work force and an excellent organization and planning. With
communications included in the meters the daily operation shall be improved.
There are some rural areas with high number of customers that are having some difficulties to be read
or suffering a delay for every operation.
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. . ...., >
. ~egM
4 .3.1. 7. Auto-detection of new meters in to pol09Y changes. The Systerri
and
. er u,e meters
namic grid changes and a\Jt
The System should be able automatieallY discov supporting of dy h rps to reduce man worl( 0
s~uld be ready to dynamic grid topology c11anges. concentratOI'- It e id and
discovering new meters is one of key features of oata xpansiOO of the gn
. r d ,urure e
sirnp ify the installation process. maintenance an
The elements in the system must have the following memory time capabilities:
Meiers: no less than 60 days of data (at the interval of 15 minutes)
Intermediate elements: no less than 30 days of data of all elements connecting below to it.
Management Information systems (HES, MOMS, etc.): no less than 10 years.
The memory shall be non-volat'I i d .
capacity should be enough to a1:C:; a ala s~or~e life of several years without battery support. The
ala checking in the event that double-checks would be requested.
PP~fOQJf,;a:;;em;;;;en~t~oiffli/TrlP~rod~uclsds.amnd~S'As;;ces;;--~~~------------------~~~~~~~~----
-.eDEIP 11-T-1-AMI - p-jI
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!ESCO
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....... ..Aule of Requirements c.23
ee!JO"~-~~-:_:__:_~~~~~~~~~------~~~~~~
~
Internal Real Time Clock
4.3. 1 12.
rn shOuld have internal Real Time Clock with battery backup for accurat t' ft
The sysdatory
te e ime samp 1ng. 1.
to have the RTC in all relevant System components because only this allows
iS man . ng data of all meters in the single time axe to see the real picture of network
synchroniz1 .
. the meter reading values and events are recorded with a time-stamp the system shall
Since a;~at the smart meters (and other intermediate elements) are synchronized with the correct
assure t'me and if not, shall update the time in the erroneous elements.
system 1
o Daily comparison: this comparison shall facilitate the detection of the areas where a
problem has happened and the company shall be able to send the necessary crews.
o Hourly comparison: this comparison shall facilitate, in addition to the areas with
problems, the identification of metering points with potential incidences.
The balance may be done in four levels in order to detect the losses in all potential area for leakage.
In this way, the four levels shall be as follows:
level 1: HV-MV/MV Substations control
This is the high-level energy monitoring at a company. The implementation of this control is
mandatory in order to determine loads and potential energy leakages in the grid.
.....
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$eCliOll VI _ Schedule of Requirements
6-25
IN
eon, 1
~-
~-
Exhibit 11 Level 3 Energy Areas Control
It is obvious that the value of the whole system requires that all elements in the chain are remotely
monitored at the same time. Lacking of some of the elements in the chain shall result in useless
investment since it shall not be possible to perfonn the balance properly. The result shall be an
electrically vertical integrated system that can monitor accurately all the energy entering and being
supplied in the network.
Some exceptions, however, in terms of implementation of remote metering in some elements of the
grid may appear. In this way, remote metering of HV substations and large customers connected at
W level may be reasonable due to the large amount of energy under control by that implementation.
In disconnection of the supply due to an excess in the demand, or automatica!ly ~pera~. ~ere must
be a strong and clear protocol for the activation of the disconnection element 1n either direction.
~-for------~~----------------------PPrc~ocucuni~;mei;m~dd~IT~Prod>nid';uc:11-.a~nd~Se;;;~~
~IP llTranche1-AMI Project IESCO pPage 1
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6-26
Section 1/1 - Schedule of Requirements
--------
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Exhibit 12 shows the requests for disconnection and reconnection. Therefore, it can be:
Remotely via communication channel,
Manually using a push button. This function shall not exist in this project in Pakistan cause the
meters are installed outside customers' premises and sealed inside a box/case (i.e. No button
available).
Locally based on local programming of the meter (prepayment function, demand
management. etc.)
As it can be seen an intermediate state (ready for reconnect) is necessary in order to avoid
reconnections of the meter when not all the requirements for reconnection are met. Error! Reference
source not found. shows the transitions among the different states.
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Staten.me
i.---
51,e,nu,nbet I St.at. is.sctiption
~o I Disconnected The OUIO\A_state i$ s to FALS= arid
- lhe consumer is tlsccnneded.
Connected The OU1put_stlte is Mt to TRUE Sid,-
-
i--- 1
C:0,,Sume, ii CDnneded.
2 Ready_for_reconnection The out;u _ state is set to FAlSE arid the
--
RetQnnection requ"9S manua, r1erven cons.ime, IS dlsconnec!td.
hon.
- -- State ~nsitlons
- Transition name
-
.
I
-
Jran,itlon St.at. description
I
remole_reconned Maws lhe Ois<:onnec:t corcrcl objeCI fnim
to the Connected (1 J state '.wil!iOCAmanual~ 01$COMeded(0) Slale 4'edly
- b
remoee_discooned MoYes lhe Oisconriect CXJntTol oil,-:: fnim
Olsconnectod (0) Slate
ltllefventl()rl
- e
I remote_chconned Moves the 0tsconnect control obJec: fnim the R
state to the Orsc:onnected (O) state"' ea,.ty_tor_recomec:11er1(2)
maruai_clscoMec:t MoYel lhe Disconnect conlrol oti,ec;t tom lhe Connected ( 1) stat.e fl> Ille
Reldy_ro,_oonnec:tion 12) stale
From lhis slate, I is pouible to mcm back to tt.e Conrl:ed (2).:.. vi9 the
manual_reconnect tranuion (e)
g loc:al_disconnect MoYes lhe Oisconnect control ob;ect from lhe Connected (1) s&lle ix, fie
Reedy_for_C01u*1ion (2) Me
From lhis .-. I ii pauible to mcM back to the ~ (2) 1t111t ~ Ille
manual_r9COMedtranuion (e)NOTE Transitions f) Ind g) II'! asenfaly
the same. but ttllli' trigger is dllfe,ent.
h Local_reconnect MoYes lhe Oi9connect concrol ob;ect frorn tie Ready_tor_ca I leCtOI' 12,
Slllt to lhe Comeded (1) Slat.I.
NOTE Tl'llllillons e) and h) ar. esserClally lhe s.ne. but ,- :ngge,
<i1*ent
Note that the disconnection/reconnection orders, shall be handled as highest priority communication
to the meters in the system.
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- ~--------------------~~--~---=~--...
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Section VI - Scher.ule of Rcquuem
Meter parameterization;
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-
secoon VI - .,...
.....
~ .._..o1aofRequrements
w-
Usually the scheduler of the HES shall acquire all new meter data since the last acquisition period and
export the meter data to the MOMS. Here the meter data shall be verified, non-plausible data shall be
substituted and the plausible date shall be used for aggregation. for balances or for exporting them to
the baling system. This is the normal working mode that shall run on a regular basis.
In certain cases, the billing system may require meter data that is needed for the billing process itself.
In case that the meter data for billing is not available in the billing system, the billing system shall send
a meter request to the MOMS. The MOMS shall look in its database and send the data to billing system
if they are available. If the meter data is not available in the database, the MOMS shall send a meter
data request to the HES.
The HES shall look in its database if the meter data are available and send it to the MOMS. If the meter
data are not available in the database of the HES the HES shall acquire the meter data from the
concentrator or from the meter itself.
In case that the meter data cannot be acquired anymore, warning messages shall be sent to the
MOMS. The MOMS shall initiate the VEE process that shall substitute the missing data. Customer
contracts or the Commercial Processes Code of Pakistan shall define the rules for substitution. Sample
methods for substitution of the missing data are based on interpolation and histoncal data, as
described in VEE function.
In any case the billing system shall receive data for billing. It is the task of the workforce management
system of the MOMS to ensure that meter data for billing shall send lo billing system. Substituted meter
values shall be flagged with a certain meter value status that indicates that the meter data are nor real
measured data from the meter, but substituted.
Validation Estimation and Editing fl/ EE)
Acquired meter data may incomplete or even wrong. Therefore, the MOMS must be equipped with
a validation process. The data shall be check if there are plausible. A simple validation algorithm
contains the following methods:
Gap Detection:
The validation must detect if in
the Ume series all values are
present. In case that the time
series contain missino value.
Maximum and Minimum:
The MOMS system should
define for meters or meter
groups a minimum and
maximum values. If the time
s81'ies shall contain value below
The MOMS should provi< the minimum value or exceed
the maximum value, the values
should be marked as non- --;;;::::-::==:-=:-::---c------
plausible Procurement ol IT Produas anct Services
AOs.l>oel? ll-Tranctie1-AMI Projee
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son between registered values from the last month and all-time series val
O Co mpan h . t I ues
of this month. In case that the difference between t e re91s er va ue and the tirne
~
ries values exceeding a certain tolerance, the values must be marked as no ~
plausible .
O
Main and check meter comparison. In ~se tha_t a main and check meter are installed
for the same point of delivery the time senes value of both meters should be
compared. tf the values differ from each other the values of both meters should
marked as non-plausible
O The VEE engine of the MOMS system should allow to define and apply self-defined
validation algorithm.
O Non-plausible values should be replaced in an automated way. The substituted values
can be estimated as linear interpolation between the first and the last plausible value
of the time series. Also, it should be possible to use historic values or use values from
other meters. As the substitution method often is depended on contracts or on the
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.........
Upon exhaustion of the consumption limit, the meter shall immediately trigger a local script to
disconnect the integrated breaker, followed by registration and spontaneous communication
of the disconnection event (exhaustion event code, breaker status, and time-stamp) to the
system. . .
The IHD shall be capable of dtsplaymg; the breaker status, messages from the meter and/or
system regarding the consumption limit (e.g. limit upgrade, close to limit alert, limit exhaustion)
:hi~ function Is based on customer types, volume of electricity consu~ed, time of consumption during
anous seasons used and/or time of the day or seasons etc. Tariff changes must be capable of
enactment by authorized parties via the communications system.
The meter shall be capable of doing time-of-use (TOU) energy metering and shall have several
COnfigurable time-of-use registers for maximum demand, kWh and kVArh energy.
~
!~ TOU rates shall further be selectable on the basis of day, types, and seasons. Each tariff rate
Pl'OQfammable to become active during different periods of the day. The meter shall record
~ Oownent for Procurementof IT ProductS and Services
"Ds.pOEIP
II-Tranche1-AMI Project IESCO Package 1
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SectiOn VI - Schedule of R~
eni~
4 3 4 3 Energy Saving .
d te information about their energy consumption a
rovide the customer up to a lld
The AMI shall able to P lbilit
the costs for it. Consumers have the posst , , y .
To monitor and adjust their consumption behaviour, .
. b malfunctioning equipment
Identify abnormal consumption of energy Y . .
According to investigations the potential of energy savmg rs:
Up to 10% for more detailed and better energy bills, .
. 'd'ng
1 real time information,
Up to 6% by using simple local disp1 ay prov, .
. . . t" t riffs with price signals and direct feedback
Up to 40% by introducing mnova ive a
Up to 54% by utility intervention: direct and indirect load control
4.3.5.1. Confidentially
Confidentiality Is a universal concern. Information privacy is of high importance not only to the utility
but also to the end customer. DSO must ensure information such as scheduled customer billing data.
me_ter~larm informatio~ and home-area network events is protected against 'unauthorized accesses',
which mcludes authenticatedusers lacking the required permission as well as hackers.
For the ~stomer,. ~e Personal Data Protection Act can ensure their metering data remains
co~denttal. In addition, customer consumption Information is sent to DSO in a series of numbefS
which do not correlate to the customers' personal deta"I ch rth less
DSO must ensure that this data is protected. , s su as name or address. Neve e .
FProcur; :; ; ;em;;en~t~~;inJT~P~rododucucts:tsaa~nd~SeM~~-oes;;------------~~~--------------~------:-----
Bidding [)ocUneol''
ADB.POEIP 11-Trallthe1-AMI Project IESCO Packl9' 1
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SediOII VI - Schedule of Requi,'ements
The AMI systems should protect confidential information using security standad f . t bl
. . . , s or ,n eropera e
solutions. as well as various encryption techniques at the energy endpoint and network levels.
4.3.5.2. Authentication
oso must be aware of who is accessing to its data. This is achieved through authentication which is
enabled by an identity management system. The system assigns access permission to identities. This
prevents hackers from attempting to access an AMI network through the physical network in the field
or at the head-end application server and data centre. Only authorized individuals are allowed to obtain
access to smart grid components and information systems for purposes of initiating change, including
upgrades. and modifications.
4.3.5.3. Integrity
Ensuring data integrity can be achieved by implementing strategies to detect any changes which have
been made to the data. Changes can be made during data transmission and retrieval. Such changes
can be malicious, due to hacking, or accidental due to equipment failure. An advanced metering
network must ensure that actions performed against a device can be traced back. Common forms of
maintaining data integrity include data encryption. digital signatures, logging, tracking and auditing
actions.
Monitor of third parties: The solution provider should implement a mechanism to monitor
the compliance of contractual obligations of information and services and validate them
against predefined acceptance criteria. The solution should ensure that;
o Services provided by third party must be monitored on a regular basis. The solution
should enable DSO to monitor and manage the access of third party privileged users
and to fully control user access to any administrative or shared account.
o Regular audit activities are implemented on third party.
Secure live cycle process for AMI and its components: The solution provider should
secure configuration management of the AMI solution and its component in that way that the
base security configuration of AMI solution and its components must be identified set and
maintained. Only authorized individuals are allowed to obtain access to AMI and its
components for purposes of initiating changes, upgrades and modifications.
Process in changing employees, Contractors or third party users or changes In their
roles: The Solution provider should establish and maintain an appropriate process for
managing changes in personnel (employees, Contractors, third-party users) or changes in
their roles and responsibilities. The logical and physical access to AMI must be reconsidered
based on personal changes
. an d main
Audit capabilities: The provider should estabhsh tain
I auditing capabilities on AMI
and its components. The MOMS and HES system must produce audit reoords for the list of
. ht configuration of meter and data
predefined events, like the change of user access ng s.
. centralized way. The generated
concentrators. The audit records should be manage d m a .
. modification or deletion.
audit information must be protected for unauthonzed access.
Account Management:
Procurement of IT ProduclS and Ser'lieeS
Bidding Ooa.rnent for
A08-f>OE1p llTranche1-AMI Project IESCO Package 1
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Section VI - Schedule of Reqi.
O The usage of guests or ~rou~ acc~unts. of HES and .M~MS must be monitor
oso. The creation, modfication. d,sabhng and termination of accounts shou: by
recorded. be
O The user accounts should be temporary disabled after a defined limit of consec .
invalid login attempts. lJti,,,e
o The AMI solution should be equipped with secure network segregation. The network
infrastructure of the process control systems is divided into multiple zones with
different functions and protection requirements. Dividing the process control network
into multiple zones and implementing different protection measures to each zone
increases the total security of the process control network.
o Firewalls, filtering routes or gateways separate network zones and network
segments.
Secure Network Communication:
xdsl)
e) Head End System -HES-. This software is in charge of the liaison between meters and the
Management Information System
f) Meter Data Management System -MOMS-. This software shall undertake all the major
activities regarding the analysis and recommendations based on the data retrieved from the
meters.
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SectiOO VI - Schedule of Requirements
&-35
g) Databases.
h) Time synchronization system.
i) Interfaces between MOMS and other company's systems (b1lhng systems, etc.)
j) Firewalls.
k) Billing and CIS systems.
Item-A
in the above section):
Interoperability ,J
Communications
Meter Repeater
Firmware Update
..J ..J
..J
" .J
,J
.J
Gateway Functionality ,J
Energy Balance ,J ,J ,J ,J ,J
Disconnection Element ,J ,J ,J .J
,J ,J ,J ,J
Anti-tampering & Registration of Events
~
Regarding Quality of the Service
,J ,J ..J .J
Power Quality Analysis .J
-
Bidding Doa.meot for
procurement of IT ProdudS and Services
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Section V1 - Schedule of Requirements
Pre-Payment Functionalities
Energy Saving
All Elements
Key Benefits
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VI _ Schedule of Requirements
SeclJOI" 6-37
Automation shall increase the reliability of the system and speed up the processes
users can concentrate on their core tasks
Key Benefits
Complex and long running processes can be monitored and shall not get lost between the
system architecture.
~~DOCl.;;~~~~,~,~~~~~~~~~~~~~~~~~~-PPirocutem:;;;;;;;;;;;;~;1o1oiii1T~P~roduCIS;;;;;-;and~SeMce
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Section VI - Sched
ule of Requirements
~ .
xt month from data centre 2. This alternate operation from d'ff
I
centre 1 and ve
theand
ne fast sw1itc h over in the disaster case . erent data centres
ensures a sa
Interoperability
4.5.1. 6 .
Id be designed in that way that new meters and new communication methods could b
The HES s~ou the HES. The HES should have the capability to access new meter types from othe~
integrated~~: software Contract~r must demonstrate how he integrates new meters and new
vendors. . methods in future into the HES.
rnunicat1on .. .
corn st have the capability to collaborate with new HES. If from the technical or economical
The MOMS
pec ti'Je ~tI ~IS not feasible to integrate new meters into the. existing
.
HES the MOMS should be able
pers t with the new HES. The MOMS should easily integrate a HES that is following the
to collabOratrrnation Model (CIM) using IEC 61968.
comrno:I; :hould have an open interface to third party application where utility applications like GIS
The MD OPMS or other systems. Via the open interface master data, meter data, messages and
orcommen
cRM odr
s should be
.. exchanged. The MOMS should support an interface to diagnostic software like
HP open View or s1m1lar.
IEC61968-9
Enterprise Service Bus
MOMS
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.
Sec:1!00
VI
-
s~edule
.....
of Requirements
6-39
Id use an Enterprise Service Bus. The interfaces should follow the series of standards for
shOU ation exchange between electrical distribution systems, mostly IEC 61968
inform
The tuture Head End, Meter Data Management and Billing System should consist of a three-tier
arch~ecture.
A front-end component, which is responsible for providing portable presentation logic, called
presentation Layer.
A middle-tier component, which allows users to share and control business logic by isolating
it from the actual application, called Business Layer.
The Presentation Layer should work with Windows Operating System from Microsoft and with Internet
Explorer or similar. The Business Layer should work with Windows Server Operating System from
Microsoft (or similar). The Database Layer should run on Red Hat Linux Operating system or similar.
The server architecture is as shown in the diagram below.
Graphical User I
Thin I Interface
Presentation
Client I Authorization by
User I Password
I Layer
~
JI, H H
I Communication I I Disconnection
I
I T111e Synd.-oniz~tion I I TimcofUsc
I Business
Layer
I Data Collection I I Firmware Update I
-H
..11.. .. ~
i'>
.. ~
"I ...
Dt Source
Eg Database
Layer
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"""II ~ p,ocuremen
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--
SecliOo V1 - Schedule ol Requ,rements
The Business Layer: operates on the business logic of the head end system. The application
shall be installed on a separate server as minimum. The number of servers can increase if
necessary for performance and reliability needs.
The Business Layer: should run on one or several Business Servers with minimum 4 Intel
Xeon processors with 32GB memory, 2.0"ghz, Network controller. 4-x Gigab1t Ethernet. RAID
0.
o The database servers should be grouped into a cluster. A database server should be
a Business Server with minimum 4 Intel Xeon processors with 32GB memory,
2.0"ghz. Network controller, 4-x Gigabit Ethernet, RAID O.
The database server should be rack mounted
The database server should support Scalability, Load Balancing and
Disaster Tolerant Concept.
The database should support Storage Area Network
The database should support standard SQL (ANSIIISO/IEC 9075:2003.
"Database language SOL")
o The database should support data warehouse functionality, especially partitioning of
Tables and Indexes
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Billing CIS Other Application
consumer MOMS
Portal
The deployment system should have a planning tool and should accept work orders from the CIS. The
meter installers should have mobile devices to be connected in the field with the system. Once the
installation, modification or exchange of the meter has been finished the resulting data shall be
uploaded to the corresponding systems.
~ Deplo~ent System should have a planning tool to plan the installations to~ large rollout of meters.
Planning tool shall define the meters in to be installed and the installatk>n teams to install the
~- The planning tool creates the list of won< orders and groups the orders by locatio~, by meter
~Y '.nstallation team or by other criteria. The planning tool is able to compa~ the published ~rk
tooi Virth~ the real installation done by the installation teams. A progress report is part of the planning
in the Deployments system.
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4_5.3.3. Synchronization
The Deployment System should synchronize with the PDA whenever the PDA is connected to the
server. The Server should download new software versions for the deployment application on the
PDA. The Server should also download new work orders to the PDA and the P-DA should upload
fulfilled wotk orders to the server.
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,,. ~-'-"ule of Requlfements
sedi0'1v,-::;::.=~-~~~~~~~~~~~~~~
::::::--
,.s.4. Data Collection (HES)
HES is responsible to transfer the logical requests from the MDM 5 t .
TM device like data acquisition. time synchronization disconnection aysd em to phy~1cal commands
to trie n reconnection Of id
,neterS update of configuration especially Time of Use tables (ToU) and pd t res ential
metefS'and OCU (known as "Firmware Update"). u a e of the software of the
IEC619689 IEC619689
Dployment Tool
consumer MOMS
Portal
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~I' JI-Tl'lnehet-AMI Project IESCO Package 1
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Section V1 - Schedule of Requirements
T he HES should get a, disconnection or reconnection order from the billing sys:em and send the orders
to the meters or O~U s. The ~eter should accept the orders and send a confirmation to the HES. The
HES shall send this confirmation to the sender of the disconnection or reconnection order.
The HES sho~ld be able to parameterize the meter remotely. All meter parameters should be changed
by the HES, 1f the user of the_ H~S has the necessary user rights and access to the passwords
protecting the meter parametenzahon. The HES should store the old and the new parameterization
with a timestamp in the system. The HES should ensure that all operations should consider the set of
parameters which was valid when the meter data was stored in the meter. This functionality should be
executed for a single meter or a set of meters.
4.5.4.5. Remote Update of new Firmware Versions of the Devices and OCU's
The HES should be able to download new firmware for devices and OCU's remotely. The new firmware
should become effective if the firmware was downloaded without errors. The HES should store into
the system the firmware version and when the firmware was changed. This functionality should be
executed for a single meter or a set of meters.
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Billing CIS
Other Application
Dployment Tool
consumer MOMS
Portal
_......
HESl
IEC61968-9
--,
lEC 619 8-
.--------,
HES2
IEC61968-9
,__........_...,
HES3
Both systems -HES and MOMS- need to operate in an automatic way where manual interaction is
hardly used. That means that every operation starting with creation, update and deletion of definition
of meters, concentrators and communication paths and ending with export billing determents to the
billing system must be done in command mode without using the graphical user interface. Even error
detection and error handling must be processed automatically.
The MOMS must not have unplanned downtime. The system architecture must avoid single point of
failure design by using redundant configuration. Disaster Tolerant System is needed to protect the
system against fire. explosion and terror attacks where the whole infrastructure can be destroyed in
one single data centre.
Planned downtime for maintenance reasons must be foreseen In the layout of the system.
s:;::----::--~~~~~~~~~~~~~~~~~~~,pj~:;;;;:;;;;~of~TTPP;;;;:j;:;;;;;-;;;:;;~:;:;;::;::-
""'l!lg Document for rocurement I roduds and Services
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--~Aing lower and upper boundaries for the meter. If the meter ha
Ex= s measured no energy
his value is suspicious and should be marked for inspection If the meter
t 1 va 1 ue rs very high
and exceeds the upper boundary a communication problem could be responsible for the
incorrect value. In both cases the values should not be used for billing without knowing the
correct value
lex validation is if other values are used for validation of meter values. The most popular
comP h f 'th
validation algorithm rs t e companson o main w1 a check meter or the comparison of billing values
wilh 1oad profile values.
The MOMS should support the creation of user defined validation algorithm.
once the meter data are marked as non-valid the meter data should be substituted. Multiple
substitution algorithms shall be supported, including:
Using the last value that was valid before the non-valid data period start
Using the first valid value after the non-valid data period
Using Zero values
Using linear or spline interpolation to substitute a non-valid data period
Using historical values
Using the values of the check meter or of another meter
Using user defined substitution algorithm.
It is important that the MOMS shall store all values. the non-valid ones and the substituted values. The
MOMS should provide a view on which time the meter data had what value. If the meter value was
changed the MOMS should register the old value, the new value, the reason for the change and who
changed that value. This could be a user name or a substitution algorithm. Substituted meter data
should be marked with a status substituted in order to distinguish between measured data and
substituted data.
.....
~
.....
>#
.....
...... .
..... .
Exhibit 18 Example of working and no workings days per month
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SectJOII 111- Sd'ledule of Requirements
The MOMS should provide an analytical layer for defining and executing ad-hoc queries.
4.5.5.4. Reporting
The MOMS should provide standard reports like
The reports should provide the possibility for user defined reports. The user defined reports should
have access to all attributes defined in the MOMS. User defined reports should give the users and the
management the possibility to get darity for certain situations that are not covered by the standard
reports.
The reports should be sensitive to the user rights and to the data segments assigned to a user running
the report. All reports should be able access the various versions of the load profiles. It should be
possible to access the data how there was valid on a certain day in the past, for instance before the
meter data was validated and substituted.
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p
Data Segmentation
4.5. 5 6
MS should be able to divide the meter data into logical segments. The data could be
nie MDted according different geographical regions or different customers categories. The segments
segmen ned to one or several users and users are assigned to one or several data segments. The
are assi9mentation should hide meter data from other data segments to the user to provide better
data ~sers should see their data ~~nt only. T~e amount of ~ata sown is smaller and shall not
claritY ( the user with other data he 1s not interested in), and security (The segmentation ensures that
contuse not able to ~ change data by accident or by purpose. The concept of segmentation
use~nts the concept of user rights where users are allowed to see. add, change or delete data.
: data segmentation restricts the user rights to a certain part of the data).
IEC61968-9 IEC61968-9
nterprise
Oployment Tool
Consumer 1--+---i
MOMS
Portal
The future Billing System should be compliant with the rules and guidelines issued by National Electric
Power Regulatory Authority (NEPRA) and the Government of Pakistan. The Billing System must bill
around 2.7 million customers. The existing Billing System is an application written in COBOL where
1he data resides in flat files. The data of the existing billing system for the past 10 years must migrate
~the new billing and CIS systems as per details in section 7.5.
Other requirements are listed below:
4561
Customer Accounts
TheBijfi . .
~ ng ~stem should allow creating customer accounts with customer codes either numencal or
be ilblenumenca1
to . Th e B"1lhng
. ut >u-ally but user should
System should create the customer codes a oma......
~ the customer code to customer manually.
~ Of IT Products ind Servioet Bidding Oownent for
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p
The Billing System should enable the defini~ion. of use~-defined fields to the person and account
records. and these user-defined fields are maintained dunng upgrades.
A'""' ,nt information should contain all critical data related to that account in cI ud.rng contact persons
f,..v,vw
and specific payment terms and methods.
The Billing System should define and display credit limits for the customer. Customer limits should be
redefined for a certain customer type. The system should be able to create flexible credit limits based
on company rules and customer payment behaviour in the past.
The system should store the recurring invoice date and period for the customer.
The Billing System should enable searches by name, address, account number, phone number,
person identifier, or any other configurable criteria.
When a customer is identified, all appropriate fields on the system screen should be populated and
contextual information be displayed where necessary ( e.g., payment information should display on the
payment screen).
o Average real consumption during ~he las! months th taking out the highest
o Average reaVestimated consumption during the last n mon s,
and lowest . lion
o Other flexible algorithms for calculating consump
Permit calculation of consumption after meter replacements
~~~~------------------------~~~~
. . batch mode and on demand for a certain customer
Billing should be executed automatically ,n or
customer group. .
The number of invoice should be generated by the system automatically.
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6-51
~ of Requirements
4.5.6.11. Reports
The 0'1r,ng System should have standard reports and allow to create user defined reports. The
SJandard reports should provide the following information:
Transaction report: invoice number, amount, amount received, form of payment, receipt
sequence, unallocated payments, summary of totals (number of transactions, number,
amounts paid, number of payments cancelled, total amount received, date and time of opening
and dosing),
Payment report: client number and name. type of payment, amount, cashier, branch, date/time
of transaction,
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Section VI - Sch
edule of Requirements
~
. b rsement report: client number and name, type of reimburse t .
Reim u men , amount, cashier
/tme of transaction} '
date I
ean k R econciliation Reports
. . n wise Account Books
OiVISIO
MIS reporting as per IESCO requirements.( A large variety of reports are required consisting
unting as well as MIS reports.}
ofacco
The following picture shows the relation from the CIS to the other systems:
IEC61968-9 IEC61968-9
Enterprise Service Bus
Dployment Tool
Consumer
Portal
MDMS
11111
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--
., ""'edule of Requirements
~ VI _.,.,... ~53
::::---
CIS should fulfil the following functional requirements:
The r,ew
. .
E nter track and analyse all customers' information in one single 1 ~~~~~~~
Information System (CIS).
1.
.
G enerate more customer satisfaction and therefore more sales by gan id e views
1 ing ins . . to
1n
customer behaviour.
Enable various departments like marketing, finance, operations. customer support and
executive management to analyse customers' data and measure the utilities business
performance in order to determine their strength and weaknesses.
Reduced costs by acting quickly and efficiently
Notification of poor operational processes
Long-term relationships and sustainability
4.5.7.4. Automation
The CIS should allow the utility to design and run back office business processes such as lead
management, sales forecasting, and order fulfilment automatically. The automating routine tasks
shoold promote real-time collaboration within the various organization. by eliminating redundancy and
hel
Png the employees to meet the goals of the company.
4.5.7.5. Interfaces
The Customer Information System must interface with all relevant systems of the utility, especially:
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--~S:::ectl<>"~- _v_, -------
---~.:.:-
-- "'""""
\-\ES.
Meter Oata Management System d t message and information . hub. All messages
' I
a a, shall be routed 'lia the MOMS. On the other
ihe CIS shall use the MOMS as the centrat svc:.tem
I
and data from the HES and the O ep oymen t -
way. the MOMS shall send consumption information to the ClS.
lheSi\ling System
;nformalion from the Bl\ing System is very impor13nt for the relationship with the customer.
1he customer wants to reduce the invoices, asl< for extending the due date of the invoice or jusl
complain aboUI ;ncorrec\ bills. lh\s infonna\\on must be available for any employee of the uW\~
WM is con\aCl\n<J \he customer. In case that \he u\\lil'/ shall d\seonnecl the customer for
commercial reasons the CIS must get this informationfast and reliable.
Email, lelephone tSMS) and other systems tor customer communication
Email integration refers \o the ability of the CIS to seamlessly merge with utilities current or future
email application. ihe email in\egra\ion feature allows \he utility to send emails and track client
acti'litieswithout togglebetween \larious applications. In future, the utility shall communicate with
the customer 'lia SMS, Social Networks or even with the In-House Display. 1'he CIS must be able
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~,~-~S~ch~ed=~~e~o-lR_eq~u-~_em_en~~~~~~~~~~~~~~~~~~~~~~~__:~~~::..
~
Active tariff information
Billing invoice history (at least for last 2 years)
: Consumption history (With selectable to/from period, and selectable resolution -hourly, daily,
monthly-when available).
, Credit update history (for pre-payment clients, and at least for last 12 credit purchases)
Alerts, warnings and messages (as selected by operator)
Other files shared by the system operator (such as Demand Side Management schedules,
scanned copy of invoice, etc.) in an organized way.
Within the scope of this project, the data upload from the dient is not requested, although the web
platform shall allow future developments.
Additionally, an open access mobile application (for both Android and iOS) shall be developed and
delivered by the Contractor, for hve customer interactions and with same functionalities of the on-line
customer portal.
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6-56 Section VI - Scheaufe I
o Reqllir
~
5. GUIDING PRINCIPLES
5.1. Standards
All types of communicationshould support standard connectivity protocols, namely:
TCP/IP
The Internet protocol suite is the networking model and a set of communications protocols used
for the Internet and similar networks. It is commonly known as TCP/IP, because its most important
protocols, the Transmission Control Protocol (TCP) and the Internet Protocol (IP) were the first
networking protocols defined in this standard.
lpv4
Internet Protocol version 4 (ipv4) is the fourth version in the development of the Internet Protocol
(IP} and the first version of the protocol to be widely deployed. It is one of the core protocolsof
standards-based internetworking methods of the Internet, and routes most traffic in the Internet.
lpv6
Internet Protocol version 6 (ipv6) is the latest revision of the Internet Protocol (IP), the
communications protocol that provides an identification and location system for computers on
networks and routes traffic across the Internet. lpv6 was developed by the Internet Engineering
Task Force (IETF) to deal with the long-anticipated problem of ipv4 address exhaustion.ipv6 is
intended to replace ipv4
DHCP
The Dynamic Host Configuration Protocol (DHCP) is a network protocol used to configuredevices
that are connected to a network so they can communicate on that network using the Internet
Protocol {IP). The protocol is implementedin a client-servermodel, in which DHCP clients request
configuration data, such as an IP address, a default route, and one or more DNS server addresses
from a DHCP server.
SNMP
Simple Network Management Protocol (SNMP) is an "Internet-standard protocol for managing
devices on IP networks". Devices that typically support SNMP include routers, switches, servers,
workstations, printers, modem racksand more. It is used mostly in network management systems
to monitor network-attacheddevices for conditions that warrant administrative attention. SNMP is
a component of the Internet Protocol Suite as defined by the Internet Engineering Task force
(IETF).
HTTP
ti e
The Hypertext Transfer Protocol is an application protocol for distributed, collabora v '
hypermedia infonnation systems. HTIP is the foundation of data communication for the World
---
Wide Web.
NTP
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Netw0rk Time Protocol (NTP) is a networking protocol for clock synchronization between computer
systems over packet-switched, variable-latency data networks.
VPN
A Virtual Private Network extends a private network across a public network, such as the Internet.
It enables a computer to send and receive data across shared or public networks as if it were
directly connected to the private network, while benefiting from the functionality, security and
management policies of the private network.
IPsec
Internet Protocol Security is a protocol suite for securing IP communications by authenticating and
encrypting each IP packet of a communication session. IPsec includes protocols for establishing
mutual authentication between agents at the beginning of the session and negotiation of
cryptographic keys to be used during the session.
SSL/TLS
Transport Layer Security and its predecessor, Secure Sockets Layer, are cryptographic protocols
that are designed to provide communication security over the Internet.
Notwithstanding the provisions about interoperability, communications protocols for meters should
be based on DLMS/COSEM, ANSI C12.18 and ANSI C12.21 and Modbus.
DLMS/COSEM
For modern smart-meters, in particular in the European and Asian area, DLMSICOSEM {IEC
62056 / EN13757-1, previously called IEC 61107) protocol suite became the de-facto protocol of
communication.
The Device Language Message Specification (DLMS) and Companion Specification for Energy
Metering (COSEM) form together the DLMS/COSEM application layer communication protocol
and an interface model for metering applications.
DLMS/COSEM supports clock synchronization and transmission of measurement profiles and
includes authentication and confidentiality services.
MBUS
M-BUS: is an European Standard, devices using DLMS/COSEM - e.g. Electricity meters or house
gateways - may be set up as M-Bus masters, exchanging data with devices using M-Bus. M-Bus
is a protocol optimized from the point of view of the meter, allowing simple and low cost
implementations and long battery life.
Vendors of the Head End System and Meter Data Management System should follow the Common
Information Model (CIM)
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Category a Functional Bement
Excluding problems attributable to the
telecommunication service providers
5.3. Scalability
The AMI solution for IESCO (Rawalpindi Circle) shall acquire, process and invoice almost 1 million
meters". It is predicable that the number of meters shall increase within the next few years. But it is
not only the amount of metering points that must be considered. IESCO expect an AMI solution that
can handle challenges like more frequent acquisition time, more values to acquire per meter and more
complex operations to be performed in the MOM and Billing Systems.
The database should be able to handle more data by using data warehouse capabilities
supporting very large amount of data. Table partitioning and parallel processing could be one
component here. Besides database software capabilities the database should be able to add
physical calculation power by add new database servers to the database instance.
The business application should be able to divide the data into several data segments and
operate on the segments. Like on the database layer the business application should have
the capability to add physical calculation power by add new application servers to the
application. The business processes should be distributed to different dedicated servers. The
HES could add several communication servers, the MOMS servers can use dedicated servers
for calculation.
1
Note that the number of metenl for the billing system is 2. 7 minion customers, whereu \he AMI shall cover in this 5ta9I ti
0.9 MilUon customers.
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scnedule of Requirements
~
sers on the workstations should benefit from data segment
The u a 1.ion. The amount of data
re responsible for should be stable. If the amount of d t .
ttieY a a a shall increase more
WO(kstations with more employees need to work on these data.
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Section VI - Schedule ot Requ.,.-nents
Production I Standby
oes--1 oes.-2
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Exhibit 22
IESCO is expecting to have a high availability system that has Unplanned Downtime less than 2 times
per year. Due to the disaster, tolerant solution and the failover cluster solutions the Unplanned
lklwntime should not last longer than 1 hour.
Planned Downtime should be less than 4 times per year. Planned Downtime should be used for
~n of new versions of operating, database and application software and maintenance actions.
Planned downtime should not fast longer than 8 hours.
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SeciJOll V1 _ Schedule of Requirements
~ Document fOf
1
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Sed!On VI - Schedule of R~Ur
etT!entt
SPECIFIC REQUIREMENTS
6.
II System Functionalities
ScheduleA: Qvera . . .
6.1. d
A provides the hst of funct1onaht1es that 11..
. . bOVe the Sche u I e . u,e
n the definitions in sections a , te M Mandatory and 0: Desired)
B ased O I d (Please no
overa IIAMlsystemmusli~ .
~11,
- ,nrr ,
. r.p..,._.-,.
.., _
.
: ti!',r.ur. ,,r,:r,
t _
r.
. ,r.
,..
1 .
-
I
-
AMl.1 Data Collection
Yes M 4.3.1.4
Remote Yes!No
AMl.1.1 Local and
communication capabilities
Yes M 4.3.1.4
Yes/No
AMl.1.2 Manual remote data collection
Yes M 4.3.1.1
Automatic remote data collection Yes/No
AMl.1.3
Yes M 4.3.1.2
Automatic change of seasonable Yes/No
AMl.1.4
timetable
Yes M 4.3.1.10
Storing of meters data Yes/No
AMl.1.5
Yes/No Yes M 4.3.1.6
AMl.1.6 Firmware upgrade
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Quality of Service
.u''-'
1__-.---1 power Quality measurement and Yes/No Yes M 4.3.3.1
AMl.4- .
analysis
L---~-----:-~~~-.---~-::---t-~+----1~~_j_~~
ter data time series Yes/No Yes M 4.3.3.2
AMJ.4.2 rv,e .
processing
----~------~~~~--t-~___;r-~-+-~+-~~J_~__j
Internal Diagnostics Yes/No Yes M 4.3.3.3
__
:...--+----~~~~~~~-t-~~-t-~~+-~-t-~~~-L-~_j
AMJ.4. 3
Pre-payment functionality Yes/No Yes M 4.3.3.4
AMI.4 4
Demand Side Management and
AMl.5
Energy Efficiency
Yes M 4.5.1.1
AMl.7.1 Automation of Business Yes/No
Processes
Yes M 4.5.1.3
AMl.7.2 Scalable and Leveled Yes/No
and
Architecture (Presentation, 4.5.2
Business and Database layer}
M 4.5.1.4
AMl.7.3 Production, Integration, Test and Yes/No Yes
education Environment of the
---
AMl.7.4 Yes/No Yes M
Disaster Tolerance
4.5.3
AMl.7.5 Yes M
Deployment System software Yes/No
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Yes/No Yes M
AMl.7.6 Data Collection System
software functionalities
AMl.8 General
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meters are able to collect power data and automatically Send infor .
smart This function could be performed automatically or on-dem d mation on P<>Wer use to the
osos. b the customer services department and the technical departan based on the requirements
settled Y ments.
-nt of electricity consumed in a building or home is con rted .
am-
TileVJded ve into dat
to the oso over a network. The current issuance of electricity bills is a hi a in real-time and
pro . one to human error and delay. Smart meters enable the 050 t ghly manual process
1~
and ~sagewithout sending reading personnel to the site. It is an e~:~:~te't monit~ a~ con~ol
00
~:Useful in addressing both technical and commercial losses. in loss 1dentifica11on
Smart meters with advanced communications are a gateway to increasing the participation of the
demand-side in the electricity market through facilitating new pricing structures and overcoming
information asymmetry.
The meter is capable to offer such kind of services concerning tariffs and home automation target,
which are implemented by the end-customers in permanent basis. On the other hand, the OSOs are
able to manage the network in order to reduce the peak load generation through turning off appliances
(like pool pumps and central air conditioning in the summer. or water heaters and electric heating in
the winter), disconnection or reducing the load supplied to a district.
Demand side management shall allow reducing peak loads, thus avoiding investments in extensive
peak load generation capacity and possibly also network capacity. Some potential supply limitations
in the system could be managed with this functionality.
~~Dociim::::~~~t~fot~~~~~~~~~~~~~~~~-;;Procur===em::;;;en;tddillT~P;rodudS~;;and;issvas~;;;"
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id time of day I week t seasonal pricing, and real-time pricing opr
;:~c:~t:1:;;~1:;1i~II~include four-season t weekend I specified days, and at least 8 sep~:~
daily (day/night) periods.
Considering the number of operations expected, the cut-off element should stand no less than 10000
cycles per meter life-time.
Note that the remote disconnection/reconnection orders shall be handled as highest priority
communication to the meters in the system.
After automatic disconnection, due to excess of the load, the switch shall be automatically re
connected after a predefined time duration, configurable in the meter. The number of a11owable
automatic reconnections due to over load disconnection in a short period of time shall alsO be
configurable, to limit the consecutive disconnection and reconnections. The automatic reconnectiOO
procedure shall be compatible with procedure explained in section-4.3.4.1 of this document.
Unlike A 1 and A2. meters with integrated disconnection element, the BCD meter shall have at ieast
one digital output relay, to be connected to external elements. The relay shall be single pole (2
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,p#l VI_ Schedule of Requirements
~~::_::~;,:._~__:.~~~~~~~~~~~~~~~~~~~~~~~~~6-C]~
6.2.1.8. Interoperability
teroperability can be defined as the ability of a system or a orocu 11 O .
In c work well with other systems
~products.
The introduction of smart meters clearly requires the specification of an . .
....,i, to support secure communications both tr evolving interoperable
1ramewv," . . . . . ups earn and downstream of the meter
lnteroperab~1ty between . devices
. . and equipment 1s key as the introduction of smart metering
. should
001 create a barrier to cornpenuon or unnecessary costs.
Interoperability shall be divided into:
AA open or interoperable metering system permits transparent access and integration among
equipment and applications. By permitting vendor-independent solutions. an open system improves
competition. gives greater flexibility and allows for future development rather than lock-in to one
specific solution.
6.2.1.9. Communications
The meters shall be provided with communication ports and communication protocols for local and
remote communications. There are various communication technologies that shall be explained In the
next section.
The smart metering system shall support secure data communication to ensure the confidentiality,
integrity and availability of the data and commands.
The current metering system requires the mobilization of meter readers to each point of deliver. This
procedure requires an enormous work force and an excellent organization and planning. With
communications included in the meters the daily operative shall be improved.
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~_Schedule of Requirements
6.2.1.8. Interoperability
I nteroperability can be defined as the ability of a system or a product to WOrk well with
.
other systems
or products.
An open or interoperable metering system permits transparent access and integration among
equipment and applications. By permitting vendor-independent solutions, an open system improves
competition, gives greater flexibility and allows for future development rather than lock-in to one
specific solution.
6.2.1.9. Communications
The meters shall be provided with communication ports and communication protocols for local and
remote communications. There are various communication technologies that shall be explained In the
next section.
The smart metering system shall support secure data communication to ensure the confidentiality,
integrity and availability of the data and commands.
The current metering system requires the mobilization of meter readers to each point of deliver. This
procedure requires an enormous work force and an excellent organization and planning. With
communications included in the meters the daily operative shall be improved.
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Section VJ - Schedule of R .
equ"'"'En:s
~
The load connected between either the incoming phase and load side n
between the incoming neutral and load side phase; eutra1 or
0 Earth partially or fully used as a return path;
0 Detection and alarming of meter and terminal cover opening or tampering
0 Measurement technology shall be highly resistant to tamper attempt~ wt
magnetic fields. However, magnetic tamper detection shall be detected and
Alarm functionality;
h De
armed;
ai
0
Power switch On/Off;
Meter parameterization;
Date and time sets;
Terminal cover removal;
Meter enclosure tampering;
DC Field detection:
Wiring inversion;
Current without voltage;
Internal errors:
Communication problems;
Configuration problems;
Power breaks;
Phase errors:
Over voltage;
Under voltage.
Battery life status
ESD greater than 8 kV
The meter must have integrated security of transmitted data against unauthorized access, for example,
authentication, unauthorized reading, unauthorized command generating, and the malicious delivery
of false data, as well as against spying out the line of communication. The exchange of data between
the meters and the metering data management system shall be encrypted as per the AES 1281256
standard.
Smart meters deal with private customer information, which require assured security measures against
the threats of illegal access, leaks or alteration of information and so on.
The smart meter shall have a programmable facility to restrict access to the information recorded.
Security shall be provided for local and remote access to the meter. Address the necessary security
requirements that assure communication privacy and shall allow use for security sensitive services.
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e are some rural areas with high number of customers that are havln some . .
Tr.el' d I for everu operation g difficulties to be read
ot suffering a e ay ,
sn,...M, meters shall receive regular software and firmware upgrades that introduce new features and
tunctionalilies.
This function shall allow to the system to be future-proof.
some key attributes of a future-proof system indude the ability to upgrade meter firmware over a
secure reliable and lwo-way communications netNork and adequate hardware, capabilities in each
meter f0< memory. processing power, measurement and control capabihlles to support not only the
present requirements but also future functional requirements not yet widely implemented but already
extensively discussed in the industry.
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6.2.2. Technical requirements. Meters A1
The meter shall have state-of-the-art surface mount technology (SMT) components.
The cover shall be made of plastic and fitted in such a way that the internal parts of the meter
are accessible only after breaking the meter cover seals.
The meter terminal block shall be Bakelite or other material that meets the requirements io
IEC 62052-11.
The material for the terminal block, meter cover, and base shall be flame-retardant and UV
stabilized, passing a glow wire test at 960C.
The terminal block may be integral with the meter base.
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,.,.;on~-~::...:_~~~~~~~--------------------~~
~
S chedule of Requirements
&-71
The manner of fixing the conductors to the terminals shall ensure adequate and durable
contact such that there is no risk of them coming loose or heating up unduly. Two nickel-plated
brass screws shall be provided in each current terminal for effectively clamping the external
leads with thimbles. Each clamping screw shall engage at least 3 threads in the terminals. The
ends of the screws shall be such as not to pierce the conductor. Pressure strips of copper
(99.9% pure copper) that is nickel or tin-plated shall be fitted in the terminal holes to reduce
the chances of the leads coming loose or heating up in the terminal block.
The terminal cover shall be sealed independently of the meter cover. The terminal cover shall
enclose the actual terminals, the conductor fixing screws, the external conductors, and their
insulation, whereby no part of the meter or cables shall be accessible from the front of the
meter.
The fixing screws used on the terminal cover for fixing and sealing shall be retained in the
terminal cover.
The terminal block, terminal cover, and meter case shall ensure safety against the propagation
of fire or thermal overload of live parts coming into contact with them.
The meter shall be capable of being sealed in accordance with regulations in Pakistan.
6.2.2.3. Metrology
Each smart meter shall measure the following values;
Active Energy: according to IEC 62053-21 the meter shall be active energy (kWh) metering
Class 1 (or class B according to European market: EN 50470-3:2009).
Active Power: kW.
6.2.2.4. Electrical
NumberofPhases: 1+N
Nominal Voltage: standard reference voltage value ,or d'" ect connection is 230V. Meter input
Voltage range for normal operation should be from 7o o/cO to 1200;.O of nominal voltage.
Maximum Voltage: 288V (max. 6 hours)
Nominal (Maximum) Current: 5(40)A Single Rate inal
Nominal Frequency (fn): so Hz . . . Code of Pakistan, the nom
(according to the 01stnbuhon
frequency of national power system is 50 Hz).
Extended operating frequency range: 2%.
Voltage circuit with power supply connected: s 2W/5VA.
"e::i:::---.
--.g ~ent for Procuremenl ol tT Proc*Jcts Ind SeMoes
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Current circuit at basic current lb. s 4VA
.
Short time over current ...... 301 max according to IEC for 0.01 sec.
6.2.2.5. Environmental
Temperature range according to the IEC 62052-11 for the smart meters should be:
6.2.2.6. Mechanical
Display: The meter shall have an LCD display, comprising 8 segments and including 2
decimals. The meter display shall be LCD with good contrast and wide viewing angle for easy
meter readout. The display image area shall be easily readable from a distance of
approximately 1 meter. It should have a wide operating temperature range (industrial grade)
and a lifetime of at least 15 years. The display shall have 8 digits for the cumulative energy.
with digit height of 7.510 mm. The cumulative readout shall be of whole kWh only, including
leading zeros, and shall be the default display at meter power up. Every numerical element of
an electronic display shall be able to show all the numbers from zero to nine. General
requirements:
....
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(hedule of Requirements 6-73
~
0
0
~ailure indication and code (if any);
~ Tamper (as explained in later section 6.2.2.11 to 6.2.2.13)
Verification LED: the meter shall be equipped with a test output device that is accessible
from the front in the form of a flashing LED in proportion to the meter constant to test accuracy
of the meter on site.
Clock and Calendar: The microprocessor-based meter shall have a built-in dock and
calendar having an accuracy of at least 0.5 seconds per day in accordance with IEC 62052-
21 / 62054-21, without the assistance of an external time-synchronizing pulse. The date and
time shall be displayed regularly in normal mode and on demand. The clock shall be
synchronized by time signals received through the local or remote communication interface
and upon national standard.
sealed terminal cover: according to the Distribution Code the whole metering system must
be sealed to prevent illegal accesses. The cover shall be made of plastic and fitted in such
way that the internal parts of the meter are accessible only after breaking the meter cover
seals.
Meter cover seals: At least one visible seal must be provided in such a way that the internal
parts of the meter are accessible only after breaking the seal{s).
Meter terminal seals: At least one visible seal must be provided and no access to the
terminals shall be possible without breaking the seal{s) of the terminal cover(s).
6.2.2.9. Battery
The meter shall also be provided with non-replaceable lithium battery as a Real-Time Clock
backup. To comply with battery operation life-time, the Supercapacitor implementation is
optionally allowed.
Mainta m clock and calendar and anti-tampering features of the meters. Ba ttery ch arge
COndition {meter should indicate the battery status and display it on LCD 6 month before
OOmptete discharge also battery status should be readable by meter read).
~,iT;;:--~~~~~~~~~~~~~-:-::-:;-;:;-;;::;~;;;;;;t:=:=-
MD - _ Procurementol IT ProdudS Ind Services
--ue1P11.r
rand\e1-AM1 Project IESCO Pacllage 1
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Section VI - Schedule of R
!~~74'.__~~~~~~~~~~~~~~~~~~~~~~--.:..:~
Battery must be operational for the meter lifetime considering daily power outages of
. . . 8
hours
and considering an environment with multiple load shedding.
Meters shall be provided with nameplate clearly visible and effectively secured .
. . . against
removal. Indelibly and distinctly marked with all essential particulars as per relevant sta d
n ards
along with the following:
o Manufacturer's name
o Type designation
o Number of phases and wires
o Serial number
o Month and Year of manufacture
o Unit of measurement
o Reference voltage, frequency
o Ref. Temperature if different from 27 deg. C
o Rated basic and maximum Current
o Meter constant (imp/kWh}
o Class index of meter
o "Property of XXX (to be given by the client}
o Purchase Order No. & date
o Guarantee period.
o Rated frequency
o Sign of double square
o Country of manufacture.
The following shall be printed in bar code on the meter nameplate:
4 Neutral at incoming and outgoing points disconnected and the load is connected between
phase & earth.
5 Neutral connected on incoming side but connected to earth via resistor on outgoing side.
6
Load is connected solidly to ground.
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.....
~75
In case, an unauthorized person opens the meter (cover-ba se ) tam per event shall be I ed
in the memory and meter's
. disconnection switch shall be perm anen tiy disconnected
. and ogg
meter
shall be permanently disabled. Meter shall tog the event into memory as . METER OPEN' with
date & time stamp. "TAM PER" flag of the meter shall be triggered DURING the above-
mentioned events.
The bidder shall propose the methodology for the meter to detect unauthorized access on the
field.
Magnetic Field:
Meter shall record accurate energy in case of any external influencing signals in line with IEC
62053-21. Meter shall be immune to any high value of magnetic field and in case of abnormal
magnetic field as defined below meter shall perform as per the following features:
o Meter shall log the event in its memory as" MAGNET TAMPER" with date and time
stamp.
o Meter shall show -TAMPER" in the display.
5.2.213
D.C. Immunity
,::trlt
~
for
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!6-~76'.__---------------------------
t current, w
n passage of d1rec
---- d
Section VI - Schedule of Requirem
~--::..:.---~~~~~...:.....~
. ctor Switch
2 14 Integrated D1sconne . . .
6.2. 'th configurable power lirnit for disconnection
. I tegrated breaker, w1
The meter shall contain an n
due to the over load d wer limit, the breaker shall automatically
d wer exceed the contracte po
When consume po d allow the overload before automatic
disconnect. The time duration to measure an
disconnection shall be configurable in the meter . . .
. t d) shall be indicated and visible at all the time on
The breaker status (connected/d1sconnec e
document.
The manual disconnection of the switch shall not be allowed at the meter .
In addition to over load disconnection, the switch shall be operated (both close and open),
locally (via local interface SW or programmable) or via remote communication commands. In
this cases, and intermediate reconnection state shall be carried out as indicated in Section-
4.3.2.2.
When pre-payment functionality is activated in the meter, the breaker disconnection shall be
programmed via a consumption limit (kwh). In this case, when limited is exhausted, the meter
shall disconnect the breaker by trigger an immediate local script in the meter. The
reconnection (following the provisions in Section-4.3.2.2) in this case shall not be allowed till
new consumption limit upgrade by the system.
The integrated breaker shall meet the general meter and load control requirements (\EC
~2052-11 and 21) as well as particular time switch requirements (\EC 62054-21 ). The
integrated breaker shall meet the following electrical requirements:
\
\
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~
.
Schedule of Requirements
Acceptance Test
The acceptance tests shall comprise the same as the routine tests, after delivery and shall be
carried out by Employer on randomly selected samples. The sample shall be picked up at
discretion of the Employer, and according to IEC 6205811 and -31 ..
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. h be recorded both as printed numbers and barcod
The meter's unique serial number s aII . . e,
. and available for readout via the optical port. It rn
and also recorded in permanent memory, . IJst
. d I t the serial number. The barcode and the internal memory
be impossible to change or e e e s
. . t f 14 digits the first 4 digits shall present the meter code V./ilh
serial number sha11 consis o
. "f
leading zeroes I necessary, and the next 1 o digits shall present the unique serial nurnber
where the first two digits present the manufacture year. These 8 digits shall form also the serial
number imprint for visual reception. The figures of the imprinted serial number shall be of at
The meter shall maintain accuracy throughout its useful life. These energy meters shall be
microprocessor-based, high-precision meters with accuracy class 1 over its lifespan of is
years.
Each meter shall have a permanent, clear and unique identification code provided by the DSQ
and shall be marked permanently on the front and also on the non-volatile memory.
The meter shall be capable of displaying the energy readings without the need for multiplying
factors. These readings shall be stored for at least 3 billing periods. The billing period shall be
programmable to a minimum value of one month and for energy and maximum demand.
Meter calibration should be kept during its lifetime and there should be no need for re-
calibration.
Meter should be protected against Electromagnetic Compatibility (EMC) .
The meter shall enable remote synchronization of time:
-------------------~~~~----
ADB PD
EIP llT
Bidding Documentfor
ranche1-AMt p,..,1A ,~- - - -
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~,~~R~:::u~irem~_en
__~--~~~~~~~~~~~~~~~~~~~~~
,Ji ~n
~ A2 t ..
o For single phaseA2 mete~: ~1~1mum_ inner diameter of 7 mm
o For three phase me er. minimum inner diameter of 11 mm
Ttie rnan ner of fixing the conductors to the terminals shall ensure adequate nd
ch tt,atlhefe is no risk of them coming loose or hear a durable
contac su . . mg up unduly. Two nickel- lat
1NS shall be provided in each current terminal for eff r I P ed
!)(3SS s . ec ive Y clam ping the external
reads with thimbles. Each clamping screw shall engage at least 3th read s m . the terminals The
e s of the screws shall be such as not to pierce the conductor p ressure strips . of copper
(
nd ol10 pure copper) that is nickel or tin-plated shall be fitted in the termmal
. holes to reduce
g
99 chances
the of the leads coming loose or heating up in the terminal block.
, ,,., . 1 cover shall
,,_,, terminal cover shall be sealed independently of the meter cover The termma
Tenclose the actual terminals, the conductor fixing screws, the external conductors, and the~
insulation. whereby no part of the meter or cables shall be accessible from the front of the
meter.
, The fixing screws used on the terminal cover for fixing and sealing shall be retained in the
terminal cover.
, The terminal block. terminal cover, and meter case shall ensure safety against the propagation
of fire or thermal overload of live parts coming into contact with them.
, The meter shall be capable of being sealed in accordance with regulations in Pakistan.
6.2.3.3. Metrology
Each smart meter shall measure the following values:
Single.Phase:
o Active Energy: according to IEC 62053-21 the meter shall be active energy (kWh)
metering Class 2.
o Active Power: kW.
o Active Energy Import and Export (+kWh and-kWh)
o Reactive Energy Import and Export (+kVArh and -kVArh)
Three-Phase:
ActiveClass: accordingto 1EC 62053-21 the meter shall be actiVe energy metering
O
Class 1 nergy meterin9
Reactiv~ Class: according to IEC 62053-23 the meter shall be active e
O
Class 2.
O Active Power: kW.
O Active Energy Import and Export (+kWh and -kWh)
O Reactive Power. kVAr. h
O Reactive Energy Import and Export: (+kVArh_and -kVAr ).
0 4-0uadrant metering (+Re, -Rc, +Ri, and-R1) ..
O Instant value of voltage and current.
6.2.3.4. Electrical
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f Phases: 1 +N Single Rate
Single.Phase: Num b er o
. I (Maximum) Current: 5(40)A
o Nomina
Nominal Voltage: 230
v C de of P a k"istan, the
dng to the Distribution o
o (fn) 50 Hz (accor , )
O Nominal Frequency . er system is 50 Hz
nominal frequency of national pow . allowed variations of 2%
o Extended o~rat!ng frequency ra~~nected: s 2W/ SVA. . . .
O Voltage circuit with power supply c ltage value for direct connection rs 230V
o Nominal Voltage: standard reference I viperation should be from 70% to 120% of
Meter input voltage range for norma
nominal voltage.
Three-Phase: Number of Phases: 3+N Single Rate
O
Nominal (Maximum) Current: 10(100)A
O Nominal Voltage: 3 x 230/400 ~~% t the Distribution Code of Pakistan, the nominal
O Nominal Frequency (fn): accor ing ? Hz
frequency of national power system is 50 . . of 201c
o Extended.o~rat!ng frequency rang~n:::dsv~:ti~!.per phoase
o Voltage circuit With power supply co It value for direct connection is 440V
o Nominal Voltage: standard reference vo aget. hould be from 70% to 120% of
Meter input voltage range for normal opera ion s
nominal voltage.
Current circuit at basic current lb: s 4VA
Short time over current:~ 301 max according to IEC for 0.01 sec.
Starting current: 0.4% In (IEC 62052-11 ).
6.2.3.5. Environmental
Temperature range according to the IEC 62052-11 for the smart meters should be:
6.2.3.6. Mechanical
Display: The meter shall have an LCD display, comprising 8 segments and including 2
decimals. The meter display shall be LCD with good contrast and wide viewing angle for easy
meter readout. The display image area shall be easily readable from a distance of
approximately 1 meter. It should have a wide operating temperature range (industrial grade)
and a lifetime of at least 15 years. The display shall have a digits for the cumulative enerQY,
PP~roc:urem:a;;;;;;en;t~oirrr~P~roductsodu~and~Servi~~-c:es;;-~~~~~~~~~~~~~~~~~~-:-:--
Bidding Ooc;unent for
ADS-PDEIP 11-Tranctte1-AMI Project IESCO pactcage 1
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~ule of Requirements
~ 641
. d'git height of 7.5-10 mm. The cumulative readout sh II
with I a be of whole kWh
. zeros. and shall be the default display at meter po only, including
1ead1ng wer up. Every num
iectronic display shall be able to show all the numbers f encal element of
an e rorn zero to nine.
General requirements:
s.231 o1mensions
and layout
s
ingl~phase meter:
O
. aced inside the current meter
Smart meter dimensions shall be such that it can be pl
Premise.
~ ~et weight ofa smart meter shall be up to 1kg. . ding to the DIN 438571
~ Its preferable that the installation A Base triangle is accor SeMceS
Ooc;;ent for p,ocu,ement tA IT ProdUdS and
.. ''PU.TranChe1 ..AMI D,-: ... _. ,,.,...""_ .... __, _ -- ..
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Three-phase meter:
art meter dimensions shall be such that it can be placed inside the current
o Sm . rneter
~:i:'.!fghtof a smart meter shall be up to ~ .Skg. . .
0
o It's preferable that the installation A Base triangle rs according to the DIN 43857.3.
Each meter shall be clearly marked with the connection diagram, preferably shall be placed
on the meter or cover of the terminal strap of the meter.
6.2.3.9. Battery
The meter shall also be provided with non-replaceable lithium battery as a Real Time Clock
backup. To comply with battery operation life-time, the Supercapacitor implementation is
optionally allowed.
Maintain clock and calendar and anti-tampering features of the meters. Battery charge
condition (meter should indicate the battery status and display it on LCD 6 month before
complete discharge also battery status should be readable by meter read).
Battery must be operational for the meter lifetime considering daily power outages of 8 hours
and considering an environment with multiple load shedding.
Meters shall be provided with nameplate clearly visible and effectively secured against
removal. Indelibly and distinctly marked with all essential particulars as per relevant standards
along with the following:
o Manufacturer's name
o Type designation
o Number of phases and wires
o Serial number
o Month and Year of manufacture
o Unit of measurement
o Reference voltage ,frequency
o Ref. Temperature if different from 27 deg. C
o Rated basic and maximum Current
o Meter constant (imp/kWh)
o Class index of meter
o "Property of XXX (to be given by the client)
o Purchase Order No. & date
o Guarantee period.
o Rated frequency
o Sign of double square
o Country of manufacture.
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scne<1ule of Requifements
~
Manufacturer's code No.(given by the client)
O
O
Meter Sr. No.
XXX Property (to be given by the client)
~ Month/Year of manufacture.
Neutral connected on incoming side but connected to earth via resistor on outgoing I
5
side. Load is connected solidly to ground.
Each event registered by the meters shall be described by the following attributes:
Date and time of occurrence;
Code of event;
The meter shall enable configuring the mode of message transfer for events registered by the
meter. Minimum two modes of message transfer shall be available: automatic and in sessions.
In case, an unauthorized person opens the meter (cover-base), tamper event shall be logged
in the memory and meter's disconnection switch shall be permanently disconnected and meter
shall be permanently disabled. Meter shall log the event into memory as 'meter open' with
date & time stamp. "tamper" flag of the meter shall be triggered during the above-mentioned
events.
The bidder shall propose the methodology for the meter to detect unauthorized access on the
field.
623,12.
Immunity against external influencing signals
Magnetic Field:
~
--"'"!IClo<unent for
Procurement of IT Products and Services
~8.pDEIP11
Tranche1-AMI Project IESCO Package 1
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l
. e of any external influencing signals in line With
Meter shall record accurate energy in cas . . IEc
h . h lue of magnetic field and in case of ai..-
62053-21. Meter shall be immune to any ,g va . ur1ornia,
h II rf rm as per the following features:
magnetic field as defined below meter s a pe o
O Meter shall log the event in its memory as MAGNET TAMPER" with date and llrtte
stamp. .
O Meter shall show "TAMPER" in the disp 1ay.
The meter shall not saturate on passage of direct current. which can cause the meter either to stop
recording/ record inaccurately. DC injection shall be tested both in phase and neutral. Measurement
by meter shall not get influenced by injection of Chopped signal/ DC signal/ DC pulse of low frequency.
Meter shall log the event into memory as 'DC Injection' with date & time stamp and shall show oc
TAMPER 'in the display.
The meter shall contain an Integrated breaker. with configurable power limit for disconnection
due to the over load.
When consumed power exceed the contracted power limit, the breaker shall automatically
disconnect. The time duration to measure and allow the overload before automatic
disconnection shall be configurable in the meter.
The breaker status (connected/disconnected) shall be indicated and visible at all the time on
the meter display.
After automatic disconnection due to excess of the load, the switch shall be automatically re
connected after a predefined lime duration, configurable in the meter. The number of a1iowable
automatic reconnections due to over load disconnection in a short period of time shall also be
configurable. to limit the consecutive disconnection and reconnections. The automatic
i>r;:;;;;;;:;;;:~:.;:-o::::;.::;::-:::;.;:::==:-~~~~~~~~~~~~~~~~~~"77:.---
Procurem en t of IT Products and Services Bidding Documentfor
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a
ui(etnel'IIS 6-15
,~ofRecl . .
Alf-..,. d re shall be compatible with procedure explained in section-4 3 4 1 f th'
SI"/ oectiOll pr()Ce U . . . 0 IS
red""
,...n.1111ent. son of the switch shall not be allowed at the meter
ov- al disconnec i .
,nanu ad disconnection, the switch shall be operated (both close and )
, 1118 to over I o open ,
n a<fditiOn . t rtace SW or programmable) or via remote communication commands In
I . 1ocal 1n e .
iocallY ('118 . rmediate reconnection state shall be carried out as indicated in Section-
and ,nte
tt,1s cases,
4,3.2.2. t functionality is activated in the meter, the breaker disconnection shall be
, wr,en pre-::e:consumption limit (kwh). In this case, when limited is exhausted, the meter
prograrnrn t the breaker by trigger an immediate local script in the meter. The
dsc0nnec
1
stia11 (following the provisions in Section-4.3.2.2) in this case shall not be allowed till
reconnection
non
I
limit upgrade by the system.
wconsurnP
ne . t d breaker shall meet the general meter and load control requirements (IEC
The ,ntegra e
d 21) as well as particular time switch requirements (IEC 62054-21). The
52052-11 an
eaker shall meet the following electrical requirements:
integraled br
For single-phase:
Reference Current (In): 40A
: Maximum Switching Current: 2xln
Maximum overload current: 1 OOA
For three-phase:
50470); '
~ ~~ca~on of IP Protection according to IEC standard (IEC 60068);
O
Ver~ca~on of cover Transparency, according to ISO standard;
O
c:!icatt~n of resistance to fire, according to IEC standard ( IEC 60695);
O
As ,cation of the materials used for the construction;
An ilust.... sembly of equipment and complementary elements.
i::--... 11cs11ve list of the
~~ type tests is enclosed in ANNEX-0.
~~--nent~----~~~~~~~~~~~~~-:-;-:-;:-;::=-;.-:=:~=:::~
-""'OEJP llTia Procurement of IT Products and Services
ncfie1AMJ Project IESCO Package 1
......
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d performed at the time of contract
re not alrea Y a,,,-ar1
he meter models a . presence of Employer's representa~
tYt>e tests of t rfOrrnance tn ~,
In case the . the type test pe contractor's costs. The Contractor '
I er may require . are at the a~
the Emp oy nts and performing .bility for attending and witnessing
0I
The testing arrangeme . ive the possi . . tti.~
I yer advance in time. to g f representative(s) witnessing the TYPe lk,.
inform the Emp o the traveling costs o ~"Ill
Each meter shall have a permanent, clear and unique serial number provided by the OSO and
shall be shall be recorded both as printed numbers and barcode. Also recorded in permanent
memory, and available for readout via the optical port. It must be impossible to change or
. . h II consist
delete the senal number. The barcode and the internal memory's serial numbers a
of 14 digits: the first 4 digits shall present the meter code with leading zeroes if necessary and
the next 10 digits shall present the unique serial number where the first two digits present tt,e
manufacture year. These 8 digits shall form also the serial number imprint for visual reception.
The figures of the imprinted serial number shall be of at \east 4 mm height and 2 mm width.
The meter shall maintain accuracy throughout its useful life. These energy meters shall be
microprocessor-based, high-precision meters with accuracy class 0.5 for CT and PT operated
and class 1 for CT operated meters, over their lifespan of 15 years.
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ule rJ Requirements
~ ~7
~ shall be capable of displaying the energy readings both .
TllB meter . with and without the need
pl ng factors. The Mult1plymg Factor should be Progr
for multi y, . . ammable both internal and
nd also capable of displaying the energy readings. These di
etterna I a . . . . rea ings shall be stored
t billing penods. The billing period shall be programmabl ..
tor at Jeas 3 . e to a minimum value of
th and for energy and maximum demand.
~mon
libration should be kept during its lifetime and there sho Id be
Meter ca u no need for re-
calibration.
Meter should be protected against Electromagnetic Compatibility (EMC).
The meter shall enable remote synchronization of time:
O
After installation - upon initiation of connection with the concentrator,
O
upon request.
O
On a regular basis - period predefined by pcs (from one day to one month).
The meter shall have at least one digital output relay to be connected to external elements
(whieh are not part of this contract). The relay shall be single pole (2 terminals) with Normally-
CJosed (Type B) contacts. The operation of the relay shall be programmable by event triggered
internally in the meter, as well as control via remote commands.
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Section VI - Sc.,.... , I
~~------------.::.::.:=u.eCI~
6-SS ~'='
~
...
The terminal cover shall be sealed independently of the meter cover. The terminal Cov
als the conductor fixing screws, the external conduct er ~\J
enclose the actuaI termm , . ors, a~ ~
. . b rt of the meter or cables shall be accessible from th f ~~
insulation, where Y no pa e rant 01 ~
meter.
The fixing screws used on the terminal cover for fixing and sealing shall be retained.
Ill~~
terminal cover.
The terminal block, terminal cover, and met~r ~se shall ensu~e safety against the propag.,~
of fire or thermal overload of live parts coming mto contact with them.
The meter shall be capable of being sealed in accordance with regulations in Pakistan.
6.2.4.3. Metrology
Each smart meter shall measure the following values;
Active Class: according to \EC 6205322 the meter shall be active energy metering Classo.s,
for CT and PT operated meters and Class 1 for CT operated meters.
Reactive Class: according to lEC 62053-24 static metersfor reactive energy shall be dass 1.
Active Power: kW .
Active Eneray Import and Export (+kWh and-kWh)
Reactive Power: kVAr.
Reactive Energy Import and Export: (+kVArh and -kVArh) .
4-Quadrant metering (+Re, -Rc, +Ri, and-Ri) .
Instant value of voltage and current.
6.2.4.4. Electrical
Number of Phases: 3+N, 4 wire.
Reference Voltage range: Nominal voltage of 3x63.5/110V for CT and PT operated meters
and 3x230/400V for CT operated meters. Meter input voltage range for normal opera!ioll
should be from 70% to 120% of nominal voltage.
Voltage circuit with power supply connected: s 2W/5VA per phase
Nominal (Maximum) Current: 5(10)A .
Maximum Voltage: 480V (max. 6 hours) .
Nominal Frequency (fn): 50 HZ (according to the Distribution Code of Pakistan, the nominal
frequency of national power system is 50 Hz).
Current circuit at basic current lb: s 4VA.
Short time over current: .!: 20 lmax according to IEC for O.Q1 sec .
Starting current: 0.2% In (IEC 62052-11) .
hall not
If a voltage of up to 415V rms Is applied between the phase and neutral, the meter 5
emoved
be damaged, and continue to operate properly when the over-voltage condition is r
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ol Requ,rements
_..,.,.~
~ ronmental
4 5. Env1
6.2 according to the IEC 62052-11 for the smart meters should be:
.-ature range
fefTll"' ~
. e for operation for outs,id e of premises:
-25c to +80oc
O
um,t range for storage and transport: -25c to +80c
O
umit r~ngn and storage and transport of the meter at the extremes of this temperature
operat10 . f 6h
o range should only be for a maximum o .
"d"ty according to the IEC 62052-11 the meter shall be designed to withstand
~,1ativ hum . .. .
ng climatic cond1t1ons.
tf,e follOWI
6.2.4.6. Mechanical
, Display: The meter shall have an LCD display, comprising 8 segments and including 2
decimals. The meter display shall be LCD with good contrast and wide viewing angle for easy
meter readout. The display image area shall be easily readable from a distance of
approximately 1 meter. It should have a wide operating temperature range (industrial grade)
and a lifetime of at least 15 years. The display shall have 8 digits for the cumulative energy.
with digit height of 7.5-10 mm. The cumulative readout shall be of whole kWh only, including
leading zeros, and shall be the default display at meter power up. Every numerical element of
an electronic display shall be able to show all the numbers from zero to nine.
General requirements:
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Section VJ - Scheoufe
Of ReqUi
~
Smart meter dimensions shall be such that it can be placed inside the current meter premise .
Net weight of a smart meter shall be up to 1.Skg .
It's preferable that the installat.ion is A Base Triangle according to DIN 43857-3
6.2.4.9. Battery
The meter shall also be provided with non-replaceable lithium battery as a Real-Time Clock
'backup. To comply with battery operation life-time, the Supercapacitor implementation is
optionally allowed.
Maintain clock and calendar and anti-tampering features of the meters. Battery c11arge
condition (meter should indicate the battery status and display it on LCD 6 month befo<e
complete discharge also battery status should be readable by meter read).
Battery must be operational for the meter lifetime considering daily power outages of 8 hours
and considering an environment with multiple load shedding procedures.
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~~R~~u~~em:=en~~:...-~~~~~~~~~~~~~~~~~~~~~~
2
S.No
,
Condition of Tampering
-
Interchanging of incoming & outgoing wires at meter terminals.
~
._. ...._ ~ fcJr ---------::==:=::;;-;fflProd~~
f>roCUrel11enlof IT f>n)dud5 and $eMOIIS
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lldlel-AMI Project IESCO Package 1
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~
~~~~~~~~~~~~~~~~~~~-Secti~o_n~~--~s~~
&90 ~
~..ule Of~~ 1
Clock and Calendar: The microprocessor-based meter shall have a built-in Cl
calendar having an accuracy of at least 0.5 seconds per day in accordance With IE~ a~
If h C 6'.ln.
21 / 62054-21, without the assistance of an externa ,me-sync romzing PUise. The d- '~i.
time shall be displayed regularly in normal mode and on demand. The Clock s: ar~
synchronized by time signals received through the local or remote communicatio . I~
n inte11
and upon national standard. ~
Sealed terminal cover: according to the Distribution Code the whole metering SYStern
be sealed to prevent illegal accesses. The cover shall be made of plastic and fitt,,.. . ~
"" II) SIJd\
way that the internal parts of the meter are accessible only after breaking the rn I
e er to,e
seals.
Meter cover seals: At least one visible seal must be provided in such a way that the interna,
parts of the meter are accessible only after breaking the seal(s).
Meter terminal seals: At least one visible seal must be provided and no access to lhe
terminals shall be possible without breaking the seal(s) of the terminal cover(s).
Smart meter dimensions shall be such that it can be placed inside the current meter premise.
Net weight of a smart meter shall be up lo 1.Skg .
It's preferable that the installation is A Base Triangle according to DIN 43857-3
6.2.4.9. Battery
The meter shall also be provided with non-replaceable lithium battery as a Real-Time Cloek
backup. To comply with battery operation life-time, the Supercapacitor implementation is
optionally allowed.
Maintain clock and calendar and anti-tampering features of the meters. Battery charge
condition (meter should indicate the battery status and display it on LCD 6 month t>efOle
complete discharge also battery status should be readable by meter read).
f 8 h0Uf5
Battery must be operational for the meter lifetime considering daily power outages O
and considering an environment with multiple load shedding procedures.
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~e of Requirements &-91
~ .
be provided with nameplate clearly v1s1ble and effectively secured against
Meters shaII . .
Indelibly and distinctly marked with all essential particulars as per relevant standards
removal.
mited to the following:
bOI not lI
0 M anufacturer's. name
Type des1gnat1on .
~ Number of phases and wires
Serial number
~ Month and Year of manufacture
O
unit of measurement
Reference voltage. frequency
~ Ref. Temperature if different from 27 deg. C
Rated basic and maximum Current
O
O
Meter constant (imp/kWh)
O
Class index of meter
0
property of XXX (to be given by the client)
O
Purchase Order No. & date
O Guarantee period.
O Rated frequency
O Sign of double square
O Country of manufacture.
The following shall be printed m bar code on the meter nameplate:
Meter shall record as per relevant standard/accuracy class under any abnormal condition as below.
S.No ~: CondruonofTampering ~
, Interchanging of incoming & outgoing wires at meter terminals.
Neutral connected on incoming side but connected to earth via resistor on outgoing side.
- 6
load is connected solidly to ground.
r--- Phase & neutral interchanged at incoming and load is connected to earth.
7
Shorting is provided
on current coil terminals.
r---
a
Information on power failure.
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S.No Condition of Tampering
9
Disconnection of CT's IP.T's wires by Tampering I opening Meter case or panel.
10 Installation of remote control device on CT's/ PT's wires to control circuits by ta~
the meter case.
12
panel.
Alarm generation in case of meter malfunction, internal error and display error. --
Table 7 Condition of tampering in the meter
Each event registered by the meters shall be described by the following attributes:
Magnetic Field:
Meter shall record accurate energy in case of any external influencing signals in line with IEC
62053-21. Meter shall be immune to any high value of magnetic field and in case of abnormal
magnetic field as defined below meter shall perform as per the following features:
o Meter shall log the event in its memory as MAGNET TAMPER" with date and time
stamp.
o Meter shall show "TAMPER" in the display.
Abnormal Magnetic field is defined as below
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~ of Requirements
. ,sci,
~ . . . 6-93
. damage to its internal circuits, memory and overall f .
p0ss1ble unctionality ESD
anY ocfuce alarm and report before restoration. greater than 8
kvs11a!1 P'
o.c. Immunity
s.2.4.1 3 . .
all not saturate on passage of direct current, which can ca .
~ meter sh d inaccurately. DC injection shall be tested both in ph use the meter either to stop
,,~ rt()! re<:O' . . . ase and neutral M
reeord' 11 ot get influenced by inJect,on of Chopped signal/ DC signal/ DC easurement
bYmetersh:;the event into memory as 'DC Injection' with date & time t pulse of low frequency.
er 5i,all ""3 . s amp and shall show oc
lole ER 'in the display.
rAMP
Testing and inspection
6_2.4_14.
restil9 of the meters shall be performed according to the relevant IEC standa d
. D . .
d
r s an related to
pa!(istan Measurement Technical ocuments as a minimum requirement. All components shall also
be type tested as per the relevant standards.
, Type test
The meter shall be fully type-tested by a laboratory accredited by ILAC and accepted by the
relevant authorities in Pakistan .. The provider must submit the following protocols conducted as
per the details provided in the correspondent Schedule:
O
Test on limits of error
O
Test of starting curre~t
O
Test of no load conditi~n.
O
Insulation Resistance Test
Acceptance Test
~:----~~~~----;;-::~~~~
-'-Os. ~llleot for procurement of IT Products and SeMceS
POeJp II-Tran
Chel-AMJ Project IESCO Package 1
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Section VI - Schee I
~
The acceptance tests shall comprise the same as the routine tests. after delivery, arid s
carried out by Employer on randomly selected samples. The sample shall be . han be
Picked
discretion of the Employer, and according to IEC 62058-11 and -31. Up~
~~;ocu,;;;;ement;;;;;~~~rriTPPtOducu~~and~~;;;;;~----------~--~--~------------~-.----
Biddmgoocument tor
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,.
6.3.1. Scope
manufacturing and testing of a Single and Three Phase E
This specification covers the design. t ace A The Box may contain one ( 1) to four (4) met neig-,
Meter Boxes made from Polycarbona e gr ers
In case any conflict between standards and this specification, this specification shall govern.
6.3.3.2. Materials
Base and co~e~ of met~r boxes are built in polycarbonate transparent grade A. with additives for UV
rays and a minimum thickness of minimum 3 mm. The material must be resistant to heat and fire. alSO
be setf~xtinguishing, according to standard \EC 707 and 60695-2-1,.
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r
f Requirements
.,
)'
,,.i,edtJle O
..,,:,,,
.e)(tinguishing: 960"C;
fr14S
Dimensions
6.3.3.4.
. ize of box from inside shall be:
The minimum s
A1 and A2-1e Meters:
, F or
O For 1 Meter: Hei~ht (A) 308 mm, Wi~th (B) 213 mm, Depth (C) 140 mm.
O For 4 Meters: Height (A) 600 mm, Width (B) 420 mm, Depth (C) 140 mm.
, For A2 30: Height (A) 350 mm, Width (B) 300 mm, Depth (C) 180 mm.
, For Large Customers: Height (A) 600 mm, Width (B) 500 mm, Depth (C) 300 mm. {if the
box has a location for CTs. then additional room shall be made available).
, For Transformers: Height (A) 750 mm, Width (B) 600 mm, Depth (C) 300 mm.
The maximum size of the meter boxes, shall not exceed 20% higher for each dimension, per meter
type. In other words:
Max(A)=120% x A; Max(B)=120% x B; Max(C)=120% x C, where A, Band C per meter type are
the minimum Height, Width and Depth, as indicated in the list above.
6.3.3.5. Installation
The meter box for single-phase energy meters shall be installed overlapping or embedded in walls of
bul'idings and in single-phase secondary networks of distribution system with the following objectives:
' Host and facilitate the installation of 1, or 4 single phase meters, so that access to the
connections is unique to persons authorized by the distributor.
' Facilitate the meter reading, revisions to the installation and other worl< on installing generate
client requests and other commercial transactions between the customers.
The box for large customers and transformers, shall also contain the mounting arrangements for CT,
PT.and OCU d
evice installation.
6.3 3 6 F
ix,ngs and ironwork
f..ll $Ctews nut ed chrome or stainless
'teei. ' s, washers, hinges and other fittings used should be ga1 varuz
6.3.3.7 I
I.le! nlet1out1et arrangements
iet Box for .
1 x single-phase meter
The rne . . . twO holes in the bOttom of the
base \\ti~r bo~ for 1 single phase meter must be provi~ed Wll~ utlet duct or drop cables.
~ diameter of 20mm each that serve for the inlet an and ServiceS
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6-146
. hase meters:
Meter Box for 4x sing 1e-p be provided with one input hole in the b
h se meter mus t . t 3 h/1 h Otlorn
ter box for 4 single P a t erve as inlet for the mou P P cable, and 4 l'rjOI
~:ee :a:e with a diameter of 40~;e ~:se with a diameter of 20mm to serve as 1ph OutleL~
(one per meter) in the bottom o . .
r must have an incorporated supply Junction \em.
ngle phase me te th ter box) ""Illa!
The meter box for 4 si . . arately mounted in e me
inside the meter box (bu1\Hn or sep
. (1 inlet and 4x1 ph outlet) shall have an innerdiamet
3ph
The terminals of the supply junction x The fixing screws shall be included. The termioa~
of 7 mm and made of 99_90/cdo p~redc:~e~~lance outputs per phase. .s
shall allow to configure the esve
. . . hall be plastic or similar, and shall sustain the operation
The supply 1unct1on matehnart-ts 1 m overcurrent) for the combination of 4 single phase meters
constrains (Un, In, \max, s o er
(x4) as specified in this document.
The terminals of the supply junction shall be protected ~ith a cover, in su_ch way_that the
junction terminals are not seen, and that once th~ cover rs ~lace~ _after the installations, the
access to the junction terminals cannot be done without opening this cover. The cover closure
shall be protected with a seal.
PP~rocu~rem;;;;;~~\0~1nrr~P~rod~uctsi;a~nd~S;eN;i;~;s~~~~~~~~~~~~~~~~~~~
Bidding oocument tor
AOB-PDEIP 11-Tranche1-AMI Prolect IESCO Pac:1<39e 1
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of Reclu,rements 6-1'7
Sd'eduie
11'
,;;, t capable of bOlt sealing so that the meter box cannot be O d h
bOX mus pene wit out
rne ,neter
k tM seal. .
t,rea be delivered together with the meter box. The seal senal number h II
t,01! seal shaII . s a
, ~ alphanumeric characters. to be adiusted at Employers shall (the Employer shall
9
suPP"'1 cable numbering scheme, after contract award).
provide the apP1 I
Installation hardware
6.3.3,10. .
be provided with stainless steel hardware to ensure firm grip on the pole or wall
.,.., bOX mus t
r,err"'
~i.
6.3.5. Drawings
' Following drawings & Documents shall be prepared based on the specifications and statutory
requirements and shall be submitted with the bid:
,~
o Certifi Plance and Type Test
icates
o Certificatio . .
~ n on encryption, database security and rehab1hty.
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~~~~~---~ Section VI - Schedule of R-.
-
6-148
F Meter Boxes
6.3.6, Schedule
Yes/No M
MB.2 IEC 62262
Yes/No M
MB.3 IEC85
Yes/No M
MB.4 IEC 707
Yes/No M
M8.5 IEC 60695-2
Yes/No M
MB.6 !EC 60439-1
Yes/No M
MB.7 !EC 947
Comply with
MB. 16 closure
requirements and bolt
seal Yes/No
provisions M
MB .17
Provide the required Drawings
Yes/No
MB.18 CTs Included M
Yes/No
M
FP~rocu~rem;;;"e;en~t~ofrilTTPP;;;roddtu~cts;;;and~S;;erv~ice;:;;s
----
----------------=s"'." .id:-::di:-ng::-;O;:;:ocu::;:; ment for
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t1
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eusiness Requirements
6,4.1,
of the IHD in this project is to provide the customer with information bo t .
urp0se . bo h . a u consumption
n,e Psmall messages to inform a ~t t e settings for the d~mand side management and eventually
a~payrnent. In this regard, the solution approved must be simple and low-cost to avoid a high burden
P' h project costs.
0ver t e
. rtant to note that this element is only installed in A 1 and A2 meters covering residential and
11is1mpo
small commercial customers.
n,e following subsections provide the technical description of the simple solution as per the paragraph
abOve.
S.4.1.1. Communication
His preferable that the IHD corresponding to each meter is directly connected to its meter via PLC
technologies or short range radio. The common distance between the meter and its display is about
1oom. so the RF frequency bands shall be chosen carefully to both meet this range and comply with
free license frequency band in Pakistan. An alternative solution is to handle the communication toward
the IHDs from the DCUs using the same or different PLC solution for DCU-Meter communication. In
this case the data of each meter shall be accessible only via the IHD associated to it and not with other
IHDsofthe network below DCU.
(~Cf~)
( LCDC.-) ~[ AF
)
__
_,,. ., .,_,[ c_...
TOOdl )- (
Application Mluocontroller
ATC
oreMPU
]
~[
~[
FI.C
Wf'I
1)[:J
l
:~art
v~;:
meters used in AMI system may include a lot of information such as cumulative kWh usage,
kWh usage, peak kW demand, last interval demand, load profile, voltage, voltage profile, logs of
tarni~ sa~ an~ swell events, voltage event flags, phase informatio~, outag~ counts, o~tage logs,
. not1ficat1on. power factor time-of-use kWh and peak kW readings ... With IHD devices, some
SPec1fied f
th I information could be displayed to limit used memory and make less cost for programming O
e Ho devices.
IHo should b
inte e allowed to synchronize specified information from smart meters to its d atabase on th e
rnai memory. The information displayed on IHD devices shall include the following data:
~rrr;::::--:-~~~~~~~~~~~~~~~~~-;;:;;;;:~~;;;;.;:u;;;:---
rernent of IT Products and Services Bidding Document for
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,
SectJOll V1 _ Schedule of Requirements
6-151
Energy consumption and Energy Level: Displays the energy level as: Low, Medium, High, or
Critical.
The mode for data acquisition by synchronization selected data between IHD and meters shall be
automatic every 30 seconds (configurable).
The mode for data acqulsitron by synchronization selected data between IHD and meters shall be
automatic and refreshing shall take place in not more than S min.
o Energy Usage Alerts and Prompts. System alerts when electricity consumption
exceeds the set threshold.
o Prepayment excess alarm. Using this function, customers who use prepayment
method of payment shall receive a message noticed when cost of energy consumption
is near equal or larger than prepaid money.
o IHD's going to be out of memory.
o Low battery or losing energy source from power grid.
o No signal or very low signal. Since the device communicates with the electric meter,
it must be in signal range to retrieve and display information. Message shall display
to warn customers to check meters whether it's in operating or re-locate IHD devices
to better location with more strength signal.
o Low Credit warning for Prepaid Meters
All messages -with time they happened- would be recorded on the log files stored on IHO's
memory.
The IHD shall display the breaker status (integrated in the meter).
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mode some minutes for purpose of saving battery energy. To use the IHD while it is in sl~p ll'IOde
customers must first wake it up.
Customers can change automatic sleep mode to continuous operating mode (wake mode).
Id
6.4.2.
~
'I
Schedule E: In Home Display
Functlonafrties Specifications.
..
Units "B
.,
Data -M
;l;'J Confil"ltled
. ~,,:<'~)t: Value
IH0.1
Wall-mounted with plastic
material with specified protection IP code
degree
IP51 M
lJ
Compliance with Electrical
M
I
IHD.2 Characteristics the same as A 1 Yes/No Yes
and A2 meters
I
ADS-POEIP II-Trand,e1.AMI Project IESCO Pack398 1
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~...,edule of Requirements
v,. :,<,''
:/!!.
onafitlesS/'.. .. .~~~~Uni~..
. Data
. y ,.
Pre-paymentcredit upgrade/alert
a,D.115 messages Yes/No M
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I Requffements
..4'\~
5d't du1eo' . ::.:.::=-------------------------~~ 6-155
~
6.5.
ocu
Business Requirements
6.5.1,
Stand-alone operation
55.1.1
should support stand-alone operation and continue to work in case uphnk H .
10
n,eoC~ . n between OCU and meters should be independent from MOMS d ES is fail. The
i,,unie3ll0 . an process should be
:rJfl te in any status of HES or communication between ocu and HES
-m~ra .
U functionalities should be able to operate in stand-alone mode with t .
~ICSI DC ou waiting any
cormands from HES.
l!le OCU should be able to communicate the collected data to a central server for billing, trouble
;.~. analysing. power analytics. energy quality monitoring etc. Uplink communication with MOMS
,.a HES is one of the main AMI functions for DCU to provide registered date to uplevel system.
h 15 necessary to provide data from meters via DCU to the rest components of AMI for better and in
ill\etunct!Ol\ality that shall allow controlling and managing the network grid more effecttve.
ocu should support all the following protocols:
TCP/IP, ipv4, ipv6, DHCP, HTTP (client and server),
SNMP, NTP. VPN, IPsec, and SSVTLS Internet.
Thea?plication interface should be XML based model or similar.
~---~~~~--~~~~
~ ~t
IP 11-Tra
for
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.:6-.:.:1.:56~ s_ect10 ot'
__n_Vl_-_s_ch-.:..::ecu1e
~
6.5.1.4. Auto-detection of new meters in the grid
The DCU should be able automatically discover the. meters and _to~logy changes. The Dcu
be ready to dynamic grid topology changes. Supporting of dynamic grid changes and auto-oi s~
~ew me.ters is one of key features of Data Concentr~tor. It helps.to reduce man worl( ands,~~
installation process, maintenance and future expansion of the gnd. Plify~
The DCU should be able to manage and control all associated meters. The link between am
DCU does not to be permanent - a meter can change its concentrator's ownership and 10 this :er at'od
DCU should update its meter list. Very important to manage communication media it Shall al~ se the
optimized data exchange over communication that shall increase delivery of meter readings to do
' ' C00'11oi
instructions and system information.
The DCU shall maintain its meter network list with a status (Active. powered-off) and maintain a bl
list (for those automatically detected meters that are not registered in MOMS, and are ordered toa:
discarded in meter network.
rt
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edtJle ol Requirements
~
~ also to
provide in lime control instructio~ to better performance of rid In
~1p!T1e11t andU should be ready to pro~1de meter rea_d1ngs or fulfil instructions re~erv any moment
_,oi:r,e 1he oc d m manual or automatic system decisions. ed from MOMS
o ....,, ,ts ran o ,
f~!q.\11~
Activity history
6.5.1, 1 0
hold a log of all activities (this mdudes standard registration dat t f
oCU shou Id . . . .. , a rans ers. alerts
1i,e rauHs). At any point of time all historical activities ~app~n on DCU and downlink level should be
ar.i ble fOI' request from MOMS ~or analyses ~nd _verification. The activity history should be stored
a~':cCtlrate time-stamp to allow lime synchronization m case of any verification or analyses.
IP'
For remote upgrade, the DCU shall provide the possibility to group the meters below ,t based on their
manufacturer and model. and then broadcast the firmware image blocks to the group of the meters
wrth the same model. After the firmware image transfer, the verification and activation of the new
firmware shall be done one by one for each meter.
65
1 14. Gateway functionality
~U Shall be able to provide a direct transparent link (tunnelling) to the end meters from HESJMDMS.
----
s function allows HES/MOMS to get a real-time data from any meter it connected to. The direct real
~~"'llfilemonwn
'"~es ""--
~
\.111 content$ are : the active ener"" lmponle-
' ~er .,;u, .
,.ltabon
'" ..,....
timestamps and measurement retiabihty status~
d fi ed..-..of60or1S
measurements wil/lln e " .... --
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Section vr _ Sen
&-158
~
~.,,
~,...
. . . ff f RF networks. In this case the functionality and co
time connection rs very e ec 1.ive or st of O
be reduced due eliminating unused storage functionality and components. Cl)~
OCU should be remotely or locally managed via snmpv3, built-in Web-Server or Web-Service
should provide configuration do all available paramelers of DCU. It is very important 1 ~ and
management and maintenance option over standard tools though communication technologie/11 ave
allow monitoring and tuning the equipment to meet optimizalion and work effectively. Standard nei~
management protocols allow using the standard management tools as well as especially custo;
developed by DCU vendor.
6.5.1.17. Security
The DCU should have security features to preclude any access of non-aulhorized aclivity and restrict
performing activities that are not within authorization. The need for preventing illegal access lo the
DCU and for ensuring information privacy must involve the careful implemenlalion of lhe security
standards and customize software protections. Encryption and authenticalion are key fealures lo keep
meter data. communication infrastructure and control instructions always from potenlial unnecessary
affects from side.
OCU should support data protection using encryption with 128/256 AES4 or stronger cipher algorithm.
Also, it should support authentication for communication with meters and for uplink data-transfer, for
high order commands it should support dual Performance Key Indicators certificates, and idenlificatioo
or origin, role and network access policies associated with each device.
The uplink communication between DCU and Server should support the integrily and aulhentication
of the source and destination and data.
The DCU internally should have firewall to manage egress/ingress traffic by analysing the dala packets
and determining whether they should be allowed through or not, based on a rule set.
Also, the DCU should have an intelligent fraud monitoring system to detect eleclric meter tampering.
fast recovery from abnormal situations and physical security to protect DCU from any unexpecied
actions from outside.
6.5.1.18. Interoperability
4 tiOfJ of
1281258 AES - The Advanced Encryption Standard (AES) is a specification for the enc,YP .
electronic data established by the U.S. National Institute of Standards and Technology (NIST},n
2001. Used three differentkey lengths: 128, 192 and 258 bits.
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of Requ.-ements "-1""
5ChedU le ~ n
,..,,.5 for ea Sy integration between AMI down level elements such meters and DCUs .
s:a!l(;dlW
Integration flexibility
6.5. 1 19.
hOUld be ready for integration into other solutions developed by 3d party vendors This
The 0C U s
. . very important and allows to be a system expansion-proof due supporting some standard
fJncnon is .
concepts of integration between different systems. Integration-ready systems are more effective m
su;>portl19 of large-scale solutions, more stable, more easy m maintenance easy replaceable and
expandable.
6.s.2 Te h
c meal Requirements
6.5.2.1. Electrical
1t'w:111ai11~1.
In
"11 aracteri r
s ics of the Power supply unit are listed below:
Put P<>wer, Concentrator shall be powered from a single phase (phase-neutral)
: AC input voltage:
~ Nominal Voltage (Vn): 230 V
...,.~
~""'tl!: tnt~----------=-~~~~~~-:::-:-=::::;:;-;:iirii;;;:;;;~~~~~-c,ces;;-
Procu<e1nenl al IT Pfodudl .,....
.......... IP ll,'t,-l'lthe1-M41 p ..._.
~ ro,.,._, IESCO Package 1
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..,J{.;.V\.I"'' w,
+15% Vn
Voltage variation: . so Hz+ 5%
-s,10 kVP 1.2150 s with galvanic isolat
Nominal Freque_ncy. 4 kV rm 1on01
Insulation Level.
AC and DC sources.
6.5.2.2. Mechanical
External case should meet req .
m t 1r uirements of operational d r
e a re material. con itions and consists from synthetic resin o
Dimensions
The data concentrator d" .
. imens1ons must comply the . I
standards in order to fit into th mechanical requirements indicated in the 1oca
e current lnstallatio 00
mm. ns and not exceed (W x H x D): 500 x 500 x 2
Cabling and connections
~curement of IT Prod
ucts and Services
-------------~~~-----
'' Bld dino oocument
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iR~!:'em:::.:.:en-~----------------------~~~~~~~~~~~~
-~
,...,ed'J'e
-~11~ 6-161
"'y
St allow screwing wires 1n the range of 1 5 to 6 squ
~~
E~tel11' vel rs: 4,0 kVrms/10kVp 1 2150
,-.su1a1,on 1e
~ ~ tfiiecltion of all the connections must be made v1s1ble for install t'
Aoe 31 iden I a ion and maintenance
_..,,.:l()llS
~l.. ~
6.S.2.4 C
~unication Modem
~'ll~~~--------------------------~P=roc,J::::rem;;;;:~;,~; ;Tr1TPProrodduUC1S~and~Seri,cess;;~
"Tral'ldle
~ '"Ml ProjectIESCOPact.age 1
-
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Section VJ _ Sch
6-162 e::u,e Of R
~..\'"'~
~
. . . te a communication modem able to ope
The data concentrator unit must incorpora . . rate on 3G
. S ction-6 5 2 5 The data concentrator is also required to Provd 11~,'Cn
(UMTS) as specifi1e d in e 1 e l"I" ;
. t U\.. Vo
for supplying optional external equipmen .ai;,
In critical points where 3G Network is not available, the DCU communication shall be thro
communication 'modems with following specification: ugh ext~
xDSL and PON communication, supporting 100/1000 Mbps, auto-selection and
Supported protocols, at least: TCP/IP, ipv4, ipv6, DHCP, HTTP (client and se~~t~-~~/
NTP, VPN, IPsec, and SSUTLS Internet. . S,,l!P,
Upstream Ethernet and FO connection port for network connection (at least 2 convert1b!e
with flashing LED) Po;<.;
Downstream Ethernet RJ connection ports for meterlmeters connection (at least 4
. pOrjs ~-~
flashing LED) ""
Local port for configuration, plus configuration application and manual
Power supply directly from the meter <10 W
Maximum dimension: 15x10x5 cm (LMIIH)
Maximum weigh\: < 0.5 kg
o 3G
Downlink up to 3.6Mbps (cat-6) .
Uplink up to 384Kbps.
Visual signalling
The 3G modem must support and/or handle a set of led lights to indicate the status of the
WAN supplying and communications. These led-set should be visible from the concentrator
frontal, or through the connector cover.
Led-set predisposed as:
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Requirements
-~-iJe ol
~ ~163
~ t the 3G/4G module diagnostics support several d
o In to aIntrator and others h ouse d on t h e 3G module itselfI e -sets some housed on the
conce .
Antenna connector
65.2.6.
must have a connector type SMA female for external a t
3G modem n enna.
. to the antenna connector shall be only possible after tak ff
rhe
access .. mg o the connector cover
ncentrator and the position of the connector antenna sh Id
of tile co ou make easy the
t on of the coaxial cable.
connec I
SIM Card Interface:
O
SIM/USIM card interface according with 3GPP TS 51.011 support 1.S and JV
The access to the SIM slot shall be only possible after taking off the connect uiccs.
o of the concentra t or an d th e posi'fion o f th e slot should make easy the change
or of
cover
the
SIMJUSIM card.
, Power Supply:
O The 3G modem shall incorporate a serial interface shall be connected to a serial port
in the concentrator.
Other requirements:
o Electrostatic Discharge protection for the antenna connector and SIM/USIM port:
6 kV contact and i 8 kV air according with EN 61000-4-2
o Dimensions, environmental conditions and EMC requirements.
o Hard reset of the WAN modem accomplished by switch on/switch otr the DC voltage
by means of a relay or equivalent device.
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Communications Specifications
6.6.
O
Main < > Back-up AMI Centres
o AMI Centre < - > Communications Company
o AMI Centre < - > OCUs or Routers
0
AMI Centre < - > Customers Centres
Access Network
Local Network
Xdsl Use as main if the FO is not available. Select high upload data rate.
Use as a backup if the FO is
avallable.
Priority Remarl<s
Use as main if the FO is not available. Select high upload data rate.
Use as a backup if the FO ls
available.
I
FP;,ocu~rem~~~tolof~ITTPP~rodd!ucts~;al\d~S~eN~ice;:;;;s~~~~~~~~~~~~~~-8-idd~ing--=-oocun:-:-'.~
1
ADB-POEIP 11-Tranche1-AMI Projecl IESCO Paclcage
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use as a main communication
technology.
.~ ' . ,:
.:-- . .. . ' ....
Priority ~~~i,,'{,j"~J-~6 Remarks ~ .
I fibre-optic Use as a main communication
technology.
I
I
Xdsl Use as main if the FO is not available. Select high upload data rate.
Use as a backup if the FO is
available.
Connection of Different System and Software Applications within the Main Centre: Double
Communications Bus-Bar.
Tree, Mesh
Preferable due high
concentration of points in
network.
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s-m
critical areas.
Use as a main No
communication channel. Backup
necessary. In case of
very crilital
customers, Xdsl
connection can be
used as backup.
The recommended communication options for Access Network" for A 1 and A2 meters as in Table 19
(main alternative PLC and 10% 3G for critical areas) and for BCD meters as in Table 20 {3G as main
alternative) are in-line with the numbers of meters, presented in Scope of Work in Table 2. Note that
the Employer reserves the right to increase or decrease quantities reflected after the time of Contract
award or during the implementation of the Contract The total variation shall stay within the lim~s
indicated in the Contract Conditions.
-,-~~~~~~~~~~~~~~~~~~~~~-:::-::;;;::-
ProQlremc.-nt of rT Products and S!mlices Biddi119 oocurnen I
AOB-PDEIP llTranchet-AMI Project !ESCO pacl<.,ge
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Requirements
t(lLJ!e of &-173
\! ,1
The applied PLC technology shall comply with international standards, among others the ones issued
~
PRIME industrial standard.
GJ industrial standard.
IEC 61334.
IEE P1901.2
ITU-T.G.hnem (G.9955 & G.9956)
ITU-T G.hn (G.9960)
OPEN industrial standard.
Proprietary standards
The applied PLC
technology shall provide acceptable data transmission rates, namely:
97% of all
I
meter data must be acquired daily,
100%
Within 2 days
'hi
S ~ ll'IO(llJJe
~ta may
lions D
be detachable (by means of a RS-485 connector) If. the erten t request so in the
~ .. ,, uata sheet
~:.~-------~~~~~~-;::=:::::;;cl!Tl~~~;;;;-
""'!le1p 11-T Procurement of IT P,odudS and SeNices
rarid\e1
AMt Ptaject IESCO Package 1
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6.6.2.2. UMTS (3G) Communication
Wireless communication technology shall be used for advanced metering infrasn,
. I. u uCture (
communication technology to be applied in cases where power me communications (PLc A.Mr) as a
shall not work well. ) tec1i11o1og,,
For UMTS (JG) communication between the smart meters and the AMI centre a bu'ld.
' I Jn lJa-
module shall be incorporated in the meters (for A 1 and A2). For BCD Meters, the m .., r S (JGJ
connected to an external router. eter Shai, be
SIM cards shall be accessible without opening the meter enclosure. Meter shall be abl
keep the SIM Card PIN number for security reasons. e to recordGild
PP~rOCU~tt'll~en;!~~;,;;,T~PPtroouct~;.~.,_,;;;;;ss~;;;;-s~~~~~~~~~~~~~~~~~~
8,dding C)oellTletlt tor
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Section VI - Seti
eduleo,~~
6-194
~
T.2 Operating
System
elements function and interact with one another.
Database
Layer
Business
Enterprise class server such as
Red Hat Linux or similar
f;r~.6~~S~e~rv;e~rs~~fo~r~o:;::::=:-:=:------------------------_J[__~_j--..-.---
atabase Server: M
HES, MOMS
Billing One
. or several O atabase Server grouped
System and into a cluster
Deployment
Business
. Server hk
I e HP Proliant DL380 or
System for
higher
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6-195
and
rest T.6)
education
environment 128 GB internal memory minimum
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rs daily operation, 10
Strong Battery. (9 hou d
. .ty per hour an use
minutes data connectl'II
for 2 consecutive days). .
(SD cards) with a
Expandable memory
minimum of 8GB.
Wi-Fi and Bluetooth
UMTS (3G)
connectivity.
Global Position System (GPS).
3 years warranty
T.10 Remote
Management The Contractor shall ensure a R
,--_........._ of the Servers. emote Management M
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_ ~altlle of ReQUll'ements
~197
\~ , SU"'::.-
#'.- Table 27 Technical requirements of th e serverr;
Quantity M
Firewall
T.13
1 Primary, 1 Failover
Firewall Services
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access
group.
Functionality M
The equipment provided shall support at
minimum the following functional
requirements:
Interventions to block
communications between an
attacker and AMI environments,
according to agreed intervention
protocol;
High Availability
M
--;;;:;:;::;;::;;.-;;;-;:r"Pt;;:;;;;:;;-;,:~;;;:;;-~~~~~~~~~~~~~-;;::;-----r;-
P roairem en t of IT Produds and Svices Bidding ()oellllenl
1
ADB-POEIP 11-Tranche1-AMI Project !ESCO pact.llJ'
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r
_________ s._199_
Management
M
Central management system for
monitoring, logging and reporting on
performance/exception statistics.
Easy to use console to configure
IPsec user accounts
Transparent Fail-Over M
In the event that any individual gateway
becomes unreachable, all connections are to
be re-directed to a designated failover
without interruption. Users must not need to
reconnect and re-authenticate.
Reliability
The Contractor shall ensure the proposed M
network equipment shall individually meet
the following requirements:
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J :~---------------------s_ecn_o_n ..,, 1
~~
_Vl_-_S:..:ch:.::ett:::.~a.,,,.
Wi-Fi integrated.
Wi-Fi Connection
P Prrocu~r;emeninictoil~~~P~rod~ucts~arnnd~S~ervlces~~========================~======
~
AOB-PDEIP 11-Tranchet-AMI ~ IESCO p9,>.a9" 1
~
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---- ----..::.:.'...
6-20t
Ta!>!e 29 Technical requirements of the Computer Hardware & Associated Operating System
l_
disaster tolerant solution shall oper~te
using the Production and Integration
..___ Environment
6.7,3 s
ltie chedule K: Support Requirements I
ab..~PloYer' . to a Service Level Agreemen
- .. ~ as rnay indUde some of the requirements set out below ,n
an Append
~ ... ., ix to the Contract Agreement.
.~~ of IT pyodudS and $elViceS
~ ~- -~ent for p,ocu,e,nent
"""OE1pllj
-
ranth 1
e ~I Project IESCO Package 1
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6-202
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---------~-------&~203:. :.
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IMPLEMENTATION ARRANGEMENTS
7.
General Requirements
7.1.
ctor is responsible for all implementallon and corn....
. lect where the Con t ra . 1 .. ,1ss10r
This is a proJ . f t'onality performance, and time me of the whoie -~
regarding quantity, quahty, ~bn_c1.t1 the Client shall provide the resources for the installat SOlt.t.o,,
h t ding of the respons1 11 Y, . ,on O' :r
Notw1t s an d t ng equipment communications equipment and other rela ~
fi1eId equip
ment (meters an me en ec ,.,,
. . . this SOR The Contractor shall be responsible for the guida -
devices) as per the provisions in i . nee a:
the final commissioning of the project scope.
The Contractor shall provide an appropriate numb~r of staff. including a project manager, of ad~ce
. d . for the implementation of equipment and associated software. The Bidder 5,,,
skill an experience , ...,
provide resumes of proposed staff demonstrating skill and experience in deploying tr~
equipmenUsoftware.
The implementation shall consider the following Mandatory (M) Items.
Project Management Provisions, including:
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~
~~~~~u::::rem:.::,:e::.:n.::.ts-------------------~6-~20~S
I
all prov, mu e to, the following
ijdef sh
r~ s.
-:ts- bectives and methodology
ect o J
, proJ ement and quality review Plan
ectManag
taS
1
. di howi
, c,etailed 1mplementa~1~n . Sche u e s owing . the phases, milestones
kstaclivities/respons1b1ht1es that shall meet the rmplementation arrangements in this SOR
and stal
. t
ed time frame for the projec .
and key
I
Crient
~11h tan in Sdditi0~ . ..
Party in the hire a third party for the installation of the meters so there shall be an additional
~ .. "'" Project implementation framework.
1&:~
-"i'OEIP II T Procurement of IT Products and Services
..... 1'1nc:tie1-AMI p
~ roject IESCO Package1
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SectJOO VI - Sche<1u1e o1 ~
~
In this way, the following table shows the rights and obligat,ons of the parties.
Supervisory Receive correct information from all Certify the correct commissioning of the
Consultant parties to carry out its obligations. elements
In addition, a number of committees must be Implemented in order to make the necessary decisions
within the project, namely:
Technical Committees: these committees are to discuss and determine technical aspect that
must be approved in the Project Committee. Their members -minimum- shall be the technical
responsible of each of the parties. It shall be summoned as long as one of the parties requ,res
so. The areas shall be:
I' 0
0
Metering
Communications
0 AMI Systems
0 811Jing System
Pro~ect Committee: it shall review the progress of the project, analyse the existing issuesand
decide about how lo proceed. They shall see to the proposals elevated from the Consultation
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, ~
The
sci'~
of Requirements
, AcceSS to all documents relevant to this project, including but not limited to the Feasib,hty
Study.
, warehousing services for the goods
, Rooms for Main and Redundant Control Centres. The Bidder shall indicate in the offer the
area required (square meters) for these two rooms.
, Asea to install the test benches and undertake meters' testing.
, The resources as per the table below:
Telco lnstallers7 22
5u?eMsors 26
Backstopping Staff 15
lllernan 16
i'larenouse staff 3
25
------
-~ ~
~ed lo guide and support the Employer in me imp1ementa110n
1 lhe re!aled actvlbe',.
:::: ~ent tor Procuremenl al IT ProdudS anO s-,as
l>Eip II T
tanehe1-AMI Pro,ect !ESCO Package 1
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Seer ion VJ - Sched
ule 01 Requirements
~~
I~ -
~;very
l~ rdware 25." 25." 25." 25.()%
~~,;a:tom .
1~ces 25.0% 12.S" 12.S" 12.5" 12.S"
l~Qtt-30) 12.5" 12.5"
I ~ns.'Andlargettustome~ 25" 25" 25" 25%1
I ~men~Benchest&!Mobile) I 100"
1111>" qui
1.--
1 ~mr,ngJS<Mems,ll)peratlons)
1 ~~ntatiorralmng
I 100'6\
~~mentaitor!Jrainlng 5" 50%I
-~
""vml'D:stribUledltommunlcations
..s~Dnit~llnplementation t 100'6
lsilrtil0,!ajo4ollout 12.5'6 12.5" 125" 12.5" U5" U.S" 12.5" 12.S~
~ 25" 25" 25" 25"1
Jl'li61omers I 16.7" 16.7" 16.7" 16.7" 16.7" 16.7"
it:."$
6
l'.riatt I 1D0%1
-~- !..+.wilt
- Y:iltl
_le'.t,.1tt
~Yltem
1-.ir~
I 100'61
I 100'6l
I 100'61
I 100'6 1",
~~
'
v 50% 5"
I ,nnw.,
o.i,,.bi.1~1s.
~
~
~
!Grit em
loninl!
l 5"
I 100%1
SOK1
16.7" 16.7" 16.7" 16.7" 16.7" 16.n
I 7.2.s R
I
~- eporting
~::tallding of th 5h II prepare the
9e11era1 e specific reports in each of the activities, the Contractor a
' l.loii reparts during the project implementation:
iss lhly Progr k during the month,
Q lies encou ess Report (including but not limited to): activities underta en
~rt~r1y Prontered and solutions provided, etc. . . ro'ect progress and
Ille Pliance J:s~Report (including but not limited tor .~tat1s~cs of tha~!ti~nand mitigation
asures, au e plan, forecasting of pending act1v1t1es, risks ev
~ rnrnary of key issues and its solution, etc.
!\rt~
Of Ii PrOd Bidding oocument for
Ucta Ind Services
ect !ESCO Package 1
ADB-PDEIP ll-Tranche1-M41 Pro)
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ReQu,ements 6-209
~~'~
~ . f of r: Ctoncept
proo O
7,3, .
ic ,mpac
t of the projects it is considered mandatory to organize
. . f
ate t f th
s o e proposed
"'estrateg se and the communication eatures of the meters. Before th fi I
iou . tar the u d b . e ma contract
rJJ in partiCU cost the lowest evaluate su stant,al/y responsive must inst II t h
,?!II t its own . . . a a rs own
s~ and a and the associated equipment. communications set. meters in transformers In-
s rJfJ rneterse\c.) in total. comprising a number of one phase and three phase meters according
~Displays, quested in this SOR and the proposals made by the bidder. Meters must cover a
..,~architecture re unications requested in this project (PLC, UMTS (3G). fibre optics). Likewise a
!'l~ of the comm ary HES shall be installed to communicate with the meters. '
13 f the necess
sam~0 onstrate their proof to communicate and to perform within the prorect networ1c's
lie:elS must dem
'th the requested leve I o f service
in
th'is SOR and they must also demonstrate the
:ronment W1 b I
~ perabi1ity as per the section e ow.
,.ero d of the different systems comprised in this SOR shall be undertaken in parallel to the
Ft.Jti, a emO
r;s:ilatiOO and testing of the meters.
1nthiSwaY, the scope of the proof of concept shall comprise at least the following:
, Field installation (the installation can be performed -on Bidder's request- by the Employer.
The bidder must provide the devices and necessary equipment to be installed. This shall
require the presence of the bidder on the field and the provision of a set of instructions for the
employer in advanced).
500 meters -475 PLC (450 A1 and 25 A2 30) and 25 UMTS {3G) to be installed (in series
with the existing meters) in 10-12 transformers in the following areas:
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6-21 o Section VI _ Seti
~
Meters are interoperable meaning that they perform equally under any of th
econ
proposed. <:entra~1
Systems are providing the mandatory requirements in this SOR. Minor d .
ev,ations
accepted provided the bidder commits to solve them during the implementation lllay ~
Annex B provides the list of tests to be passed in order to accomplish the Proof of concept.
After successful Proof of Concept, the Employer shall issue the correspondent C
Acceptance of Proof of Concept (see Annex 8) ertffrcate ot
The test should start right after the reception of the Notice of Award by the lowest
substantially responsive bidder and shall be completed successfully within following scheou~;aluated
ArrangemenV Delivery of Equipment from NOA 30 days
Installation, Commissioning and Energization Testing 60 days
During this time the Contractor has the right to make as many tests as desired (advanced nollce
required).
7.4. Interoperability
1 systems integrator;
1 expert in communications.
th systtlTI
The consortium leader shall be either one of the smart meter manufacturers or
Integrator.
The interoperable solution shall comprise at least the following mandatory elements:
Open protocol;
One MOMS;
As many HES as necessary;
Integration of communications between the elements;
-P-ro_cur_em_en_t ~ O
o....,f,....IT_P_rod_u_cts_and_S_eM-.ces----------------:::;-e,ddirl9
..,,,.1
c0P~,,-
ADB.f'OEIPJCT= ... 1-AMI~
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ult~R~u~~~ern~e~n-~----------~~~~~~----~
\\'~ 6-211
~ perability Tests
.2 1otero . . .
7.4 . (!OP-Tests) rs the act of determining if end-t
. 1est1n 9 . o-end functio 1.
i11Y . tng systems or elements 1s as required by those na 1ty between {at
n,un1ca ' . . systems' ba
I [#,, ..... c0m .
,... h ,ntero
perability tests of each single device (meter con
. centrator )
se standards. The
.,.,we of I e t as defined by Smart Grid Coordination Group (SG-CG ... is to prove inter-
r ~tlo conceP . . ) of EU mandate 490.
1~ . le de'IIce . proof of conformity for the chosen application sta n d ard s {e g DLMSIC
eachs11l9 cation standards (e.g. PLC, RF, etc.), is required Int . .' OSEM)
f~.., as C()llln'lun;ement to (the next step after) conformance te~tingerobperab,_ht~ testing may be
i) a supp ff . . Y verifying that d.
itl'ed as . ns do indeed work together e ectively and interoperate, to deliver the ex werse
I "~entabO sin the interoperability test should be tested according the sarn fipelcted r_esults.
.... 1<.ystefll f . t bili e pro, e. In this way
::;~sof the solution adopted or in eropera , ity, the IOP-Tests must comprise the following: .
, f04' each single device (meter. concentrator. and DCU):
O Test basic protocol functions against an agreed set of rules. including (but not limited
to):
Reading and recording functions
Messaging with other elements
Reception, processing and execution of orders,
Etc.
O Test if the device has the correct objects and data types {recording channels. alarms,
control orders, etc.)
o Test if the device meets functional requirements contained within the technical
specification {comprising a check for each of the functions)
, For multiple devices, the following activities shall be conduct:
o Replicate the local environment within a laboratory test bench; comprising, but not
limited to, connection between the elements. distances, potential disturbances, etc.
o Test if devices can communicate with each other seamlessly with all the possible
combinations of elements in the network.
The.Bidder must provide IOP-Tests certificates issued by a reputed external testing entity that certifies
~interoperability by means of tests of the elements participating in the project.
\~
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6-212
Signal generator
Power source
o Current 0-120 A (x3) with 0.01% resolution
o Voltage O 300 V (x3) with n 0.01% resolution
o Power factor Oto 360 degree with 0.1% resolution
Frequency 45 to 65 Hz
Error calculator with display range of 0.01 %
Starting Current 1 mA
7.6. Forklift
One 3 Tons forklift shall be provided by the bidder. The characteristics of the Forklift shaff t,e tl1t
following:
Capable of handling pallets of size LxWxH = 1.5x1 .5x1 .8;
Capable of lifting pallets up to 4 meters high;
Gasoline fuel.
Pneumatic Tires.
7.7. Migration
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of Requirements
~ \~'~ . ~~3
r r,,ust migrate the data from the old billing system. into the n .
n,. ~
~vr . g
ot
f
.., is a COBOL app 1.lcatlon where the data a
. .
ew billing and CIS
re stored i fl systems
_iA l)llhrt 5yste the required format o application modules 8 .
11 n at files (see stru .
-,e"" ") into es1des the cture in
_,fli'd-. ,. st ten years must be extracted and migrat d master data the
I?. the 1 a .. if . e to the n . . meter
,. ;,r{JS fol' le any add1t1onal code required for this purpo T ew b1lhng system Th
tiY', tiall wn . system according . the format se. he empl . e
.p:;rJ s ta of the previous P oyer shall provide fl t
~ fleS ,oit/1 dat each stage shall be concluded by signing-off a ca'Posed by the Contractor. T~
,.. ed data a nvers1on Certificate
'ff,'~ hould perform the following tasks:
traCtor s
r-tCo"studYthe existing application. data files and manual data sources
oes1gn
. and develop a solution including intermediate utility (if a ny) t o convert the data from
. t' databases to the new databases.
ex1s ,n 9
()em onstrate and test this data migration on sample test data from exISt'lnQ 11ve apphcat1ons.
. .
, oevelop and document all operational and technical areas for above solution
sidder should include, as a part of its Technical Proposal, a description of its general approach 10
:datamigration process (m~n~al and automat~d) for historical and cutover data. The Data Migration
5rc1iegymust address, at a minimum, the following:
, Migration overview with objectives, approach, impact, and resources.
the data.
' Plan any special training for migration activities.
' Plan
Dev any interim
. file maintenance requirements. . . ro ram coding, test plans. a nd
9
etop migration programs (this includes specifications. P
COrnplete testing).
Pres . for approval.
ent Migration Plan, Procedures, and Programs to discos
7.8 T
lhe . raining Requlrernen
tS abilities of the
rt.- Bidoer shall . development of the cap
"""nfs <i~ff offer the necessary training sessions for the d. to this sOR.
1e1 'Nith ded accor ing d
lt-.e1ra . regard to the hardware and sottware provi ed champioOS' traine
IOing sh . . in-house select
all follow training for trainers approach. where the $elViC85
-
~ n......--- ement of rr produdS and
,~entfor p,oeur
IPIJ.Tran
che1AMI Project IESCO Package 1
a
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by the Con t ra
ctor in the company shall train in cascade. The Cornractor shal prr,, 1f
c ,r,,. Cr:,
all the necessary training matenals to develop the casca e ;..,;
In any case, the Bidder shall include the following training sessions
/
-~
r
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------- 6-215
..,
System 12 persons
iuiMSJHES 4 weeks M
AdJ1lirustrators
I
Co
Completed Schedules A, B C , D . E F , G and K.
mpleted set of Schedules H and J . . .
I
;teroperability Tests Certificates for each of the elements provided rn the bid.
Sotnicaf Description of the elements offered
Preli ~re lmpte~entation Methodology description. . .
minary ProJect Plan, including items as per instructions of this SOR
ltie Co
1in.._ ntracto 'th' 6 months after Contract
-~il\Jre: r shall provide the Employer with the following items wi in
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. 11hs Contractor shall provide the Employer with T
During the pro1ect im~lemed~tat~ni eof required maintenance) of all the elements in:11nicaJ
Operatronaf Manuals (mdu mg e a, Udeo in
brd, including (but not llmrted to):
Meters and metering equipment
DCUs
Communication equ,pment
IHO
Software (HES, MOMS, Billing and Operational Systems)
Hardware (servers, switches. etc.)
Upon completion of the implementation of each element (software or hardware) the
shall submit High Level Map of the element, detailed configu ' . Brcde
communications/interconnections arrangements. ration afl<
-
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6-217
r,t 1(/()V,1
:feI F~es
i ral Master File (GBM F . DA T )
Gene
' General Meter File (GBMFS.DAT)
Industrial Master File (IBMF.DAT)
, Industrial Meter File (IBMFS.DAT)
, WAPDA Employee Master File (WBMF .OAT)
(GBMF-gov.DAT)
, Govt. General Master File
(GBMFS-gov.OAT)
, Govt. General Meter File
(IBMF-gov.OAT)
, Govt. Industrial Master File
(IBMFS-gov.OAT)
, Govt. Industrial Meter File
I Pa)ment Files
Monthly Payments Summary File
Govt. Monthly Payments Summary File
Residual File (RESIDUAL.OAT)
i H:story File
' Bill History File (BILL-HISTORY.DAT)
' X052THF1.0AT
' G136THF1.0AT
' Mi37THF1 .DAT
' X138THF1.DAT
' X139THF1 .DAT
' X142THF1.DAT
(~
:Ustment File
' Monthly Ad'
' AOJX-FJL Justment F'II e (ADJM-FILE-MNTH.DAT) (OLD)
' XO E-MNTH.DAT (NEW)
52DTBF.DAT
s l
abJes f:ile
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- tt
6-218 Section VJ _ ~
~
Feeder File (XMXFDRX1 .OAT)
Govt. Department File (XMXGOPX1.DAT)
WAPDA Department File (XMXWDPX1.DAT)
Sub Division File (XMXSDVX1.0AT)
Classification Code File (XMXCLFX1 .DAT)
Tariff Code File {XMXTRFX1.DAD
Tariff Rate File (XTRFRATES.DAT)
WAPDA Employee EPF Code File (EPF-FILE.DAT)
FBR FILE (MATL-FILE-MNTH.DAT)
Billing Schedule File (MAIN-SCHEDULE.OAT)
CORPORATE CODE FILE (XMXCORPX1.DAT)
7. Cp22 Files
CISMFCP22.DAT
CP22-MONTH-POSTED-FILE.DAT
8. Monthly Files
CP104-BAL-FILE-MNTH.DAT
CP110-BAL-FILE-MNTH.DAT
GOVT -BAL-FILE-MNTH.DAT
CP41-FILE-MNTH.DAT
DIVB-107-FILE
CP114-FILE-MNTH.OAT
TRANSFER-INOUT-MNTH.DAT
TRANS-110-FILE-MNTH.DAT
095-FILE-MNTH.DAT
ARREAR-FILE-MNTH.DAT
CP110-FILE-MNTH.DAT
MIS-ST AT-FILE-MNTH.DAT
MIS-FILES (ALL 3)
TOD-FILE
GOVT-SUR-FILE.DAT
GOVT -ADJUSTER-FILE (PROFORMA-II)
DEFAULTER-FROZEN-FILE
S120-FILE-MNTH
GOVT-DEPT-FILE-MNTH.DAT
l ~
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AN,,
.. ,ex c certificate of Acceptance of Proof of C oncept
s.3.
CERTIFICATE OF ACCEPTANCE
OF
PROOF OF CONCEPT
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Section VJ _ Sett
6-230
~
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8.4. ANNEX o Illustrative List of Type Tests and Rout
. ne f:,\r
Tests
Following Type Tests shall be carried out on kWh, kW meters as per respective IEC pr .
Ovis1011s:
Test of Mechanical Requirements
1) Spring Hammer Test
2) Shock Test
3) Vibration Test
2) Cold Test
~:--.:-:-=:-:;--;:;:-;;=::=:-:::;-;;:::;::::-~~~~~~~~~~----:::-;;:=----;;;;-
Proc:urem ent of IT Products and Services Biddin9 CJoCl1"
1
ADB-POEIP 11-Tranche1-AMI Project !ESCO pa<t,alf'
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dReQU~~em~en::.:.::~:...-~~~~~~~~~~~
vi'~ 6-231
:J"4' . current test
1) 51art109
rest
21creeP
racY Test
3)AcCU
voltage Test
il)A-C-
' Acceptance shall be grouped into lots containing
ttered(02)
.or I d up I O 1000 meters A
~ietei'S o meters shall be se ecte at random, from each lot d . sample
-e _..cirlQ of twO an subJected to following
rf'P~-jrests:
~) 1111pulse Test
we< LOSS Test
2) P0
Transient Burst Test
3)fas t
4) Infl oe
nee of Harmonics Test
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Table of Clauses
1. Definitions
2. Contract Documents 9
3. Interpretation 10
4. Communications 11
5. Law and Language 11
6. Corrupt Practices 12
7. Scope of Facilities 13
8. Time for Commencement and Completion 13
9. Contractor'sResponsibilities 13
10. Employer's Responsibilities 15
11. Contract Price 16
12. Terms of Payment 17
13. Securities 17
18. Representatives 22
20. Subcontracting 25
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sfer of ownership
fr311
~ ca,-e of IT products and/or Services
of or oamage to Property; Accident or Injury tO W
42
> LOSS orkers Ind
( nee emnirication 43
1nsura 44
)1. unforeseen conditions
45
'
I,\
~ in Laws and Regulations
f o,rte Majeure
47
48
II.
W~RiskS 49
l1
~ in the Facilities 50
4
extension of Time for Completion 51
IL
54
suspension
6.
Termination for Employer's Convenience 55
'
r. Termination for Contractor's Default
57
58
Termination by Contractor
e.'
60
Assignment
62
!it Export Restrictions
62
!l Contractor's Claims 62
IL Disputes and Arbitration 64
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Section VII r...... __
. :::-'..:rat~.
conditions
GeneraI .
d Interpretation
A. contract an
nd expressions shall have the meanings hereby
The following words a
1.1
oefinitions assigned to them:
1. . Development Bank.
"ADB" means the Asian . .
. the person named m Appendix 2 (Adjudicator) of
"Adjudicator" means h rwise appointed by agreement between the
the Contract, or 0do~tractor to make a decision on or to setUe any
Employer an~ the between the Employer and the Contractor
dispute or d~fferenche r by the parties, pursuant to GC Clause s2
referred to him or e
(Disputes and Arbitration).
and Finalized Project Plan" means the pr~ject plan that has
Agreed ed by the Employer in accordance with GC Clause 19
bee~ appPrlov . and Performance) and is included at Appendix 8 of
(Proiect anmng
the Contract.
"Arbitration means the application of Judicial methods to the
settlement of disputes.
"Bank" means ADB defined in the PC.
"Bidding Documents" refers to the collection of documents issued by
the Employer to instruct and inform potential Contractors of the
processes for bidding, selection of the winning bid, and Contract
information, as well as the contractual conditions governing the
relationship between the Employer and the Contractor.
contract Period" . .
ts the time .
penod during which this Contraet governs
Procurementof.;,;;IT:-;P~!Qd---
uas ilod Ser.ices:es""-----
Bidding Docum
ADS.PDEIP ent for
11-Tranct, 1
e AMI Project IESCO pad(age 1
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Section vu. ~
~
t t d informational aides in any form (in..
and aII ms rue icna I an d' .d '"-4Udinn
. 'd d ) and on any me ,um, prov, ed to the Ern 'l:I
audio. v, eo, an text Standard Oocumentati PloYer
under the Contract. see also on and Custorn
Documentation.
. s the date of fulfillment of all conditions spe ri
"Effective Date m~an ) of the Contract, from which th r c, led
in Article 3 (Effect1ve Date e irne f!ll'
Completion shall be counted.
. . means the countries and territories eligible for
Ell~i~\e _Cou~tryrocurements financed by ADB as defined in the
part1c1pallon m P
Procurement Guidelines.
. ans the person named as such in the PC and includes
"Employ1er meessors or permitted assigns of the Employer.
the lega succ
country" means the country named m the PC.
"Empoyers
I
"Facilities means the Products to ?e
supplied and installed, well as as
all Installation Services to be earned out by the Contractor under the
Contract.
"Functional Guarantees" means the guarantees specified in the
Appendix to the Contract titled Functional Guc:1rantees.
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(iel!eraf(;Oll(1!fiOllS.----~~~~~~~~~--~----~--~~..2:!..~7
:P:-
whole or in part, in any form, directly or indirect! .
assign others to do so. Y, or to authonze or
"Origin" means the place where the Products were produced or from
which the Services are supplied. Products are produced when,
through manufacturing, processing, software development, or
substantial and major assembly or integration of components, a
commercially recognized product results that is substantially different
in basic characteristics or in purpose or utility from its components.
The Origin of Products and Services is distinct from the nationality of
the Contractor and may be different.
l1
I ~-----~~~~~~~~~~
11-r,.,,:e1-AMI P . Procurement of IT pn:,duets and ServiceS
'OJect IESCO Pac1<age 1
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h. h the Contractor is obligated to provide Software lice
dur!ng w ic and/or technical support services for the System n~es,
ma1ntenh~ncce'ntract or under separate contract(s). e1thec
under t ,s o
idelines" refers to the ADB Procurement Guide/
"Procureme nt Gu tnes.
"Product" means a product delive~able specified in the Schedule of
Requirements which is t? be supph~d _to the E~ployer ~y or on behalf
of the Contractor, including but not limited to all information processing
d communications-related Hardware, Sof~ware, consumable item
~~ans and/or any suppo~ting document~t,on, and inc~uding su~
integrations and configurations as are required to perform ,ts function.
PP~rocu;;;;ir;ern;en;\~or1nrr~P~rod~UCIS;;;;a;nddSISeNt~ci~;--~~~~ru;;;;;;;::;~=:::=-=:-;-~~~~~~~~~----------
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7.9
to be provided by the Contra t
Packaged Software. c or to the Employer i
n respeq of the
"Source Code" means the d
definitions, program source fi~tabase structures dcr I
.
representations necessary fo 't~s, and any other JOnanes.
subsequent maintenance of r th e compilation, executisymbolic
. I . e Softwar ( . on, and
exc I usive y, required for Custom Software). e typically, but not
"Time for Completion" means the time within which Completion of the
Facilities as a whole (or of a part of the Facilities wh~re a ~eparate
Time for Completion of such part has been prescnbed) 1_s to be
attained, as referred to in GC Sub-Clause 8:2 (Time for
Commencement and Completion) and in accordance with the relevant
provisions of the Contract.
"T . . Schedule" means the programme of training including dat~s
raining . d b th Contractor to the Employers
and training topics to be provide Y e
personnel.
. d defined in the SOR by which the
"Warranty Period" me~ns the peno . remain defect-free. and any
Contractor warrants tis Products ~111 in this period will be the
remediation of any defect that anse~s of such remediation will be
responsibility of the Contractor and cos
borne by the Contractor. f the
. Da beginning the day o
"Week" means seven _(7) conse~~t,~~s
week as is customary m the Emp Y
c:~try.
"Year" means 365 days. f the contract. all
r of precedence) o rts thereof) are
2.1 Subject to Artic~e 1.2 (O~d~he contract (and all f:ally explanatory.
documents forming pa~ 0 m lementary and mu
intended to be correlative, co !t,
O
le
The Contract shall be read as a
aod 5efviCe5
-ent of IT p(()dudS
~ PrOCU'"'"
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randle1-AMI Project IESCO Padlage 1
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the extent of any inconsistency betwe
2.2 In t he even t and to . en ~
me nts that form part of this Contract, those docum Or
more docu . f d ents
be interpreted in the following order o prece ence: 'will
3. Interpretation 3.1 In the Contract, except where the context requires otherwise:
(b) words indicating the singular also include the plural and words
indicating the plural also include the singular;
The marginal words and other headings shall not be taken into
consideration in the interpretation of these Conditions.
3.2 lncoterms
Unless inconsistent with any provision of the Contract, the meaning of
any trade term and the rights and obligations of Parties thereunder
shall be as prescribed by lncoterms.
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I eoo<!iti0'.'.:.:ns:.------------
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signed by a duly authorized
representative of
3.5 Independent Contractor each Party h
The Contractor shall be a . ereto.
Contract. The Contract do n independent co tr
. . es not er n actor
venture or other Joint relationsh eate any ag Perfonning
the pro~isions of the Cont~~:etween the Pae;: Partnership, :
responsible for the manner . t,_ the Contract hereto. Subject t
employees, representatives in which the Contra~r. shan be SOie! oy
. connection with thor Sub-c ontractors ise perform ed. All
Con tractor in
under the complete control of th: ~rformance of the ~:ed by the
to be employees of the Em I ontractor and shall not: Shall be
Contract or in any subcontracptoyer, and nothing conta,,,}~med
1'
awarded by th IC\J in the
cons t rue d to create any contract 1 . e Contractor shall be
I ua relationship be
emp oyees. representatives or Sub-C tr !ween any such
. on actors and the Employer.
3.6 N on-W a1ver
3.6.1 Subject to GC Sub-Clause (b) be
forbearance, delay or indulgence by eit~o;'P no. relaxati?n,
any of the terms and conditions of the Contra~ ~enforc~ng
of tir:ne by ~ither Party to the other shall prejudice ;~:
res_tnct the n~hts of that Party under the Contract, ~ shall any
wa~ver by either Party of any breach of Contract operate as
waiver of any subsequent or continuing breach of Contract.
~,~
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5.3 The language for communications shall be the ruling language Unless
otherwise stated in the PC.
(b) will reject a proposal for award if it determines that the bidder
recommended for award has, directly or through an agent,
engaged in corrupt, fraudulent, collusive, or coercive practices in
competing for the contract;
(c) will cancel the portion of the financing allocated to a contract if it
determines at any time that representatives of the Borroweror of
a beneficiary of ADS-financing engaged in corrupt, fraudulent,
collusive, or coercive practices during the procurement or the
execution of that contract, without the Borrower having taken
timely and appropriate action satisfactory to ADB to remedy the
situation;
(d) will sanction a firm or an individual, at any time, in accordance
with ADB's Anticorruption Policy and Integrity Principles and
Guidelines (both as amended from time to time), including
declaring ineligible, either indefinitely or for a stated period of
time, to participate in Bank-financed or Bank-administered
activities or to benefit from a Bank-financed or Bank-
administered contract, financially or otherwise. if it at any
determines that the firm or individual has, directly or through an
agent. engaged In corrupt, fraudulent, collusive, or coercive or
other prohibited practices; and
(e) will have the right to require bidders, suppliers and contractorsto
permit ADB or its representative to inspect their accounts and
records and other documents relating to the bid submission _and
contract performance and to have them audited by auditors
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7-13
appointed by ADB.
(f)
I
26.2 (Completion) hereof, the Contractor shall thereafter proceed
with the Facilities in accordance with the time schedule specified in
the Implementation Schedule and any refinements made in the
Agreed and Finalized Project Plan.
8.2 The Contractor shall attain Completion of the Facilities or of a part
where a separate time for Completion of such part is specified in the
Contract. within the time stated in the PC or within such extended
time to which the Contractor shall be entitled under GC Clause 44
1, Con
(Extension of Time for Completion) hereof.
~ ~Ctor'I
Poosibillties 9.1 The Contractor shall conduct all activities with due care and
diligence, in accordance with the Contract and with the skill and .care
expected of a competent provider of IT Products_ ~ndlor Services.
Information systems, support, maintenance, trarmng, and other
related services, or in accordance with best industry practices. When
completed, the IT Products and/or Services should be fit for the
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purposes for which they are intended as defined in the Co tr
n act.
9.2 The Contractor confirms that it has entered into this Cont
basis of a proper exa~inatio~ o~ the Employer's existing ;a~ on Ifie
installations and including reviewing any hardware, sortwareqa1Prnenl
interfaces as provided by the Employer, and on the b~ data
information that the Contractor could have obtained from s,~ of
inspection of th~ Site if a_ccess. thereto was a~~(lable and ~f :sua1
data readily available to 1t relating to the Fac1lrt1es as of th !her
twenty-eight (28) days prior to bid submission. The Co ~ date
acknowledges that any failure to acquaint itself with all such d nt act0r
information shall not relieve its responsibility. for properly est?1mat,nn
a ~nd
the difficulty or cost of successfully pe rf orm,ng the Contract. ~
9.3 The Contractor shall acquire and pay. for all permits, approvals and/ or
licenses from all local, state or na t .ona 1 government authorities
public service undertakings in the c~untry wh~re the Site is locat:
which such authorities or undertakings require the Contractor to
obtain in its name and which are necessary for the performance of
the contract. including, without limitation, visas for the Contractor's
and Sub-Contractor's personnel and entry permits for all imported
Contractor's Equipment. The Contractor shall acquire all other
permits, approvals and/or licenses that arc not the responsibility or
the Employer under GC Clause 10 hereof and that are necessary for
the performance of the Contract.
9.4 The Contractor shall comply with all lows in force in the country
where the IT Products and/or Services are to be installed. The laws
will include all local, state, national or other laws that affect the
performance of the Contract and bind upon the Contractor. The
Contractor shall indemnify and hold harmless the Employer from and
against any and all liabilities, damages, claims, fines, penalties and
expenses of whatever nature arising or resulting from the violation of
such laws by the Contractor or its personnel, including the Sub-
contractors and their personnel, but without prejudice to GC Clause
10 (Employer's Responsibilities) hereof.
PP~roairem;;;:;;;;;;~~t;of~l~TFP~rod~u~ctsis"",i;an~d~S;eM~ce,;-~~~~-;;;:;;:;:--::--~~~~~~~~~~-~
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10.4 The Employer shall acquire and pay for all permits, approvals and/or
licenses from all local, state or national government authorities or
public service undertakings in the country where the Site is located
which (a) such authorities or undertakings require the Employer to
obtain in the Employer's name, (b) are necessary for the execution of
the Contract, including those required for the performance by both
the Contractor and the Employer of their respective obligations under
the Contract, and (c) are specified in the SOR.
10.5 If requested by the Contractor, the Employer shall use its best
endeavors to assist the Contractor in obtaining in a timely and
expeditious manner all permits, approvals and/or licenses necessary
for the execution of the Contract from all local, state or national
government authorities or public service undertakings that such
authorities or undertakings require the Contractor or Sub-Contractors
or the personnel of the Contractor or Sub-Contractors, as the case
may be, to obtain.
10.6
In such c~ses where the responsibilities of specifying and acquiring
or upgrading telecommunications and/or electric power services falls
~ the Contractor, as specified in the SOR PC Agreed and Finalized
.1 roject Plan, or other parts of the Contra~t. the Employer shall use
~ s ~st endeavors to assist the Contractor in obtaining such services
in a timely and expeditious manner.
10.7
~e~~ Employer shall be responsible for timely provision of all
IT ~;c:s, access, and information necessary for the provision of the
requir~ ucts and/or . Se~ices (including, but no.I limited. to, any
in the A ~elecommu~,ca~1ons or electric power services). as identified
such 't 9 eed and Finalized Project Plan. except where provision of
resp0~::1~ Is explicitly identified in lhe Contract as being the
1
an appr~ ty of the C?ntractor. Delay by the Employer may result in
Ptiate extension of the Time for Operational Acceptance. at
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.......
10.9 The Employer will designate appropriate staff for the training eou
to be given by the Contractor and shall make all appropriate logis:
arrangements for such training as specified in the SOR, PC the
Agreed and Finalized Project Plan, or other parts of the Contract:
10.13 In the event that the Employer shall be in breach of any of its
obligations under this Clause, the additional cost incurred by the
Contractor in consequence thereof shall be determined by the
Project Manager and added to the Contract Price.
C. Payment
11. Contract Price 11.1 The Contract Price shall be as specified in Article 2 (Contract Price
and Terms of Payment) of Section IX Contract Forms the Contract.
11.2 U~less an adjustment clause is provided for in the PC._ the Contr~
Pnce shall be a firm lump sum not subject to any alterat10~. ex~Pu,e
the event of a Change in the SOR or as otherwise provided in
Contract.
11.3 foreseen
Subject to GC Sub-Clauses 9.2, 10.1 and 39 (Un atisfied
~nditions) hereof, the Contractor shall be deemed to have~ pnce,
itself as to the correctness and sufficiency of the Contra cover
which shall, except as otherwise provided for in the Contract.
an its obligations under the Contract.
~===:-::;-;;:-o::;;;:;;;:;;-;;~=-~~~~~~~~--------
P rocuremenI ot fT Products and SeMCeS 8idcing Oocument fot
1
ADB-PDEIPllTrandlel-AMI ProjectIESCOP~
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12.1 The contractor's request for payment h
in writing, accompanied by s all be made to the E
mployer
{a) an invoice describing as app .
ropnate,
(a) the IT Products and/or Serv
ices provided;
(b) when the IT Products and/or S .
(if applicable) accepted; and erv1ces were supplied and
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7.18
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unles~ thes.e duties or taxes have been made Part of th
Price in Article 2 of the Contract and the Price Sched e Con.tra~
h' h th uIe to which it
refers, in w 1c case e duties and taxes will be th c
responsibility. e ontracto(s
14.2 For IT ~roducts and/~r Services supplied locally, the Contractor shall
be entirely .res~ns1ble for all taxes, duties, license fees, etc.,
incurred until delivery of th~ contracted Products or Services to the
Employer. The only exceptions are taxes or duties, such as value-
~dde~ or sales tax ?r stamp duty as apply to, or are dearly
1dent1fiabl?, on the invoice~ and provided they apply in the
Employers country, and only 1f these taxes, levies and/or duties are
also excluded from the Contract Price in Article 2 of the Contract and
the Price Schedule to which it refers.
14.4 For the purpose of the Contract, it is agreed that the Contract Price
specified in Article 2 (Contract Price and Terms of Payment) of the
Contract is based on the taxes, duties, levies and charges prevailing
at the date twenty-eight (28) days prior to the date of bid submission
in the country where the Site is located (hereinafter called "Tax" in
this GC Sub-Clause 14.4). If any rates of Tax are increased or
decreased, a new Tax is introduced, an existing Tax is abolished, or
any change in interpretation or application of any Tax occurs in the
course of the performance of Contract, which was or will be
assessed on the Contractor, Sub-Contractors or their employees in
connection with performance of the Contract, an equitable
adjustment of the Contract Price shall be made to fully take into
account any such change by addition to the Contract Price or
deduction therefrom, as the case may be, in accordance with GC
Clause 40 (Change in Laws and Regulations) hereof.
D. Intellectual Property
15
Intellectual 15.1 The Intellectual Propery Rights in all IT Products and/or Services
ProPtrty and Documentation and Software shall remain vested in the owner of
Copyright
such rights where it existed prior to commencement of this Contract.
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~------------------~~~s~~~~
~o ~
r ble the Employer's and Contractor's ri h
15.4 As. a~p~~a with respect to Custom_ Software or eleme~ ts ~
obhgat10 Software including any hcense agreements ts of the
Customt to Custa;,, Documentation or elements of and With th
respec 'fi d . th PC S b' e Cust
Documentation, are sp.ec1 ie . m e . u Ject to the Pc om
I t llectual Property Rights m all Custom Software and the eu'
~:umentation specified in Appendices 4 and s
of the Contrasta~
S
hall at the date of this Contract or on creation of the . hct (if
any) ' h' C t t) t h ng ts (~
later than the date of t is on rac , ves m t e Employer_ Th
Contractor shall do and execute or arrange for the doing e
executing of each necessary act, docu~ent, and thing that
Employer may consider necessary_ or desirable to ~rfect the righ
a;!
title, and interest of the Employer m and to those nghts. In res~
of such Custom Software and Custom Oocu~entation, the
Contractor shall ensure that the holder of a moral nght in SUCh a
item does not assert it. and the Contractor shall, if requeste<l ta d~
so by the Employer and where permitted by applicable law, ensure
that the holder of such moral right waives 1t.
15.5 The parties shall enter into such (if any) escrow arrangements in
relation to the Source Code for some or all of the Software as are
specified in the PC.
16. Software 16.1 Except to the extent that the Intellectual Property Rights in the
Services and Software vest in the Employer, the Contractor hereby grants to the
License Employer license to access and use the Software, induding all
Agreements inventions, designs, and marks embodied in the Software.
(a) be:
(i) nonexclusive;
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7-21
(vii) disclosed to, and reproduced for use by, the Employer
and by such other persons as are specified in the PC
(and the Employer may subficense such persons to use
and copy for use lhe Software), subject to the same
restrictions as are sel forth in this Contract.
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Gen ,., :. : VI
E_.------------------~~~~~~~~~~~~~~~~-S_ectJo_'~n;
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!.:7-22 ~
~~:e
18. 1 Project Manager
Project Manager is not named in the Contract, then wi~in
andrteen. (14) days of the Effective Date, the Employer shall apP?1nt
M notify the Contractor in writing of the name of the Proiect
anager. The Employer may from lime to time appoint some other
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,.
person as the Project Manager in pl
appom te d . an d s h a 11 give
a notice oface
th of the l>efson Previo
to the Contractor without delay N e name of such __ usly so
. . 0 such ap 0u~
,i..
Person
t h t
made a sue a une or in such a ma
progress of work on the Facilities. Suchnner ~s to impe<1e
po,ntment Shall
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7.2.1
.:....:.~~~~~~~~~~~~~~~~~~~~~~~~~~~~S~ea~~~n~1 r__
~
to the procedure set out in GC Sub-Clause
18..2 ,
18.3.2 The Contractor's Representative and staff
work closely with the Project Manager and ~r~ Obliged to
their own authority, and abide by directives\~5 act Within
Employer that are consistent with the terms of t~ed by the
The Contractor's Representative is resp Contract.
managing the activities of its personnelonsible fQf
subcontracted personnel. and any
19. Project Planning 19.1 If specified in the SOR, the Contractor shall develop, in close
and Performance cooperation with the Employer, and based on the Preliminaz
Project Plan induded in the Contractor's bid, an A~reed athe
Finalized Project Plan encompassing the activities specified m
SOR.
19.2 The Agreed and Finalized Project Plan will be prepared bl~~:
Contractor and approved by the Employer in accordance wi
procedure specified in the SOR.
edule of
19.3 If ~uir~. the impact on the Implementation Sch Finalized
m~1fications agreed during finalization of the Agreed andndment. 1n
Project Plan s~all be incorporated in the Co~tract by ame letion).
accordance with GC Clause 44 (Extension Time for ComP
test. and
19.4 The Contractor shall undertake to supply, install.
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Section \/11. General Conditions
7-25
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Section VII. General~
7-26
. Sub-Clauses 20.1 and 20 2 or in Appendix 3 of the
specified in GC
contract.
h include provisions which would entule th
II
Each sub-contract ~ a the sub-contract to be assigned to the
20.4
Employer to reci~r~ub-Clause 20.5 (if and when applicable). or 1~
Employer un~er . by the Employer under GC Clause 46.
event of term1nat1on
tor's obligations extend beyond the expiry date of
20.5 If a Sub-Con~~~ct Liability Period and the Project Manager, prior to
the relevan~ els the Contractor to assign the benefits of such
1 Employer then the Contractor shall do so.
tha~ d~te, 11ns1rhu
obligations o e
Technical Specifications and Drawings .
21. Design and 21.1 The contractor shall execut~ t~e basic and detailed design
Engineering 21.1.1 and the implementation act1v1ties necessary for successful
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,...
21.5 GC. Sub-Clause 21.5 shall apply to those documents requiring the
Pro!ect Manager's approval, but not to those furnished to the
Project Manager for its review only.
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!7i28~~~~~~~~~~~~~~~~~~~~~~~~~5~ectioo~1 ~
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52. then the Contdrad~~or s1hall be reimbursed by
Employer for any a itiona costs incurrect b the
such i~~t~ctions and. shall. be relie~ed of such r~sreason_ 01
or liab1hty m c?nnect1on with .th~ dispute and the ~ons,bility
of the instructions as the Ad1ud1cator shall decd XflCutio11
Time for Operational Acceptance shall b~ e, and the
accordingly. exte~
22. Transport and 22.1 Subject to GC Clauses 9 and 14, the Contractor shall manufacture
Delivery or procure and transport all IT Products and/or Services ,n an
expeditious and orderly manner to the Project Site.
22.3 Earty or partial deliveries require the explicit written consent of lhe
Employer, which consent shall not be unreasonably withheld.
22.4 Transportation
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r
Eligible Country.
22.5 Unless otherwise specified in the PC. the Contractor shall provide
the Employer with shipping and other documents, as specified
below:
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22 6 Customs clearance
23. Product Upgrades 23.1 At any point during performance of the Contract. should
technological advances be introduced by the Contracta< for the IT
Products and/or Services originally offered by the Contractor 111 ts
bid and still to be delivered. the Contractor shall be obligated to
offer to the Employer the latest versions of the avadable
information technologies having equal or better performance or
functionality at the same or lesser unit prices. pursuant to GC
Clause 43 (Change in the Facility).
I Country, and no later than twelve (12) months after 111 for t,'IIS
released in the country of origin. In no case will the pncesecurrer-1
I
Software exceed those quoted by the Contractor m the R
Costs tables In its bid.
1" . u,e re,
23.4 During the Warranty Period, unless otherwise specified 31
the Contractor will provide at no additional cost to the Employer
bit
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new versions. releases. and
are used in with lhe IT Pfioduupdlates for all Standard Software that
d ays of the,r. ava,lab,lity
. c s and/or
from lh C
s
erv,ces, within thirty (30)
Contractor in the Employer's coin! ontractor lo other clients of the
months after they are released . ry, and no later than twelve (12)
Software. ,n the Country of Origin of the
25. Inspection and 25.1 The Employer or its representative shall have the right to inspect
Testing and/or test any components of the IT Products and/or Services, as
specified in the SOR, or specify such tests to be executed by the
Contractor, to confirm their good wofiking order and/or conformity to
the Contract at the point of delivery and/orat the Project Site.
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7-32
~~~~~~~~~~~~~~~~~~~~~~~~~~~S~ect~l~~I~
~
25.5 If the Employer or Project Manager or the .
representatives fails to attend the test and/or inspe~~- designatec1
1~n,
agreed between the Parties that such persons shall n or if it is
O
the Contractor may proceed with the test and/or ins do so: then
absence of such persons, and may provide the Priection in the
with a certified report of the results thereof. Ject Managl!f
25.8 If any dispute shall arise between the parties in connection with or
caused by an inspection and/or with regard to any component to be
incorporated in the IT Products and/or Services that cannot be
settled amicably between the parties within a reasonable penod of
time, either party may invoke the process pursuant to GC Clause 52
(Disputes and Arbitration), starting with referral of the matter to the
Adjudicator in case an Adjudicator is included and named m the
Contract.
26. Completion 26.1 As soon as the IT Products and Installation Services have. in the
opinion of the Contractor, been delivered, Pre-commissioned, and
made ready for Commissioning and Operational Acceptance
Testing in accordance with the Schedule of Requirements, and the
Agreed and Finalized Project Plan, the Contractor shall so notify
the Employer in writing.
26.2 The Project Manager shall, within fourteen (14) days ~fter r~eipt;~
the Contractor's notice under GC Sub-Clause 26.1, either issue
Installation Certificate in the form specified in the Sample Form;
Section in the Bidding Documents, stating that the lnstallat':'or's
the IT Products has been achieved by the date of the ~ontr~-~ of
1
notice under GC Clause 26.1, or notify the Contr~ct?r ,n wr~ feclS
any defects and/or deficiencies, including, but not_ hm1ted to, :nous
or deficiencies in the interoperability or integration o~ th~rviGBS-
components making up the IT Products and Installation rornPl1Y
The Contractor shall use all reasonable endeavors to~tified to
remedy any defect and/or deficiencies that have been hall men
the Contractor by the Project Manager. The Contrac~orl\,a11a1i0n
promptly carry out retesting of the IT Products an nreadY fO(
Services and, when in the Contractor's opinion the~ are notifY the
Commissioning and Operational Acceptance Testing, The
26.1.
Employer In writing, In accordance with GC Sub-Clausepeated, as
procedure set out In this Sub-Clause GC 26.2 shall be re
necessary, until the Installation Certificate is issued.
~~~~~~-~~~~~~~---~
Procuroment of IT ProduelS end s.McAs Btdding Oooiment lo(
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26.3 If the Project Manager fa1.1s to issue the Inst 11 ti C .
fails form the contractor of any defecta a ndl
to in on ertifcate
. and
.
f ( 1 )
within ourteen 4 days after receipt of the C s a or deficiencies
.
under GC Sub-Clause 26 1 0 if th ontractor's notice
. . r e Employer puts the IT Products
and Installation Services into production oper ti h the IT
Pro?ucts and Installation Services shall be ad;;~~ e~o have
ac~1eved successful l~stallation as of the date of the Contractor's
notice or rep~ated no~1ce, or when the Employer put the IT Products
and Installation Services into production operation as the case
may be. '
27.1 Commissioning
27_ commissio_ning
and Operational 27.1.1 Commissioning of the IT Products and/or Services shall be
Acceptance commenced by the Contractor:
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the Contractor. the Contractor shall be deemed to ~,e
and eel
fulfill.
functiona
Finalized Project Plan. and
GC S b Cl
u - auses 28.2 and
-"'
=~
obligations with respect to the technical -..,..,
,ts, aspects of the SOR and/or the Agreed
27.3.2 At any time after any of the events set out in GC Sub-
Clause 27.3.1 above have occurred, the Contractor may
give a notice to the Project Manager requesting the issue of
an Operational Acceptance Certificate.
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Section Vll. General Conditions
7-35
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7-36 Section VII Gen
28. Completion Time 28.1 The Contractor guarantees that it shall complete the supply
Guarantee Installation. Commissioning, and achieve Operational Acceptance of
the IT Products and/or Services within the time periods specified in
the Implementation Schedule and/or Agreed and Finalized Project
Plan pursuant to GC Sub-Clause 8.2. or withm such extended time
to which the Contractor shall be entitled under GC Clause 44
(Extension of Time for Completion).
29. Defect Liability 29.1 The Contractor warrants that for the period specified in the
soR allnt t
Products, induding Documentation, and/or Services (to the ~ e
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Secbon VII. General Conditions 7.37
(c) those specific items identified in the PC (if any) have been in
the market for at least the minimum periods specified in the
PC.
29.3 The Warranty Period shall commence from the date of Operational
Acceptance of the IT Products and/or Services and shall extend for
the length of time specified in the PC.
29.5 The Contractor shall not be responsible for the repair, replacement,
or making good of any defect or of any damage to the Products
and/or Services arising out of or resulting from any of the following
causes:
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Contractor: or
modifications made to the Products and/or Services by the
(d) Employer, or a third party, not approved by the Contractor.
29.7 The Employer shall give the Contractor a notice pfromptly following
the discovery of such defect, stating the nature o any such defect
together with all available evidence.
29.8 The Contractor may, with the consent of th0 Employer, remove from
the Site any IT Products and/or Services that are defective, if the
nature of the defect, and/or any damage to lhe IT Products and/or
Services caused by the defect, is such ttlat repairs cannot be
expeditiously carried out at the Site. If the repair, replacement, or
making good is of such a character that it may affect the eff1eiencyof
the IT Products and/or Services, the Employer may give the
Contractor notice requiring that tests of the defective part be made
by the Contractor immediately upon completion of such remedial
work, whereupon the Contractor shall carry out such tests.
29.9 If such part fails the tests, the Contractor shall carry out further
repair, replacement, or making good (as the case may be) until that
part of the IT Product and/or Service passes such tests. The tests
shall be agreed upon by the Employer and the Contractor.
~;;;;;;;;;;;;;"rrp;;;;i~;;;;;;-;;:,;;~~~~AiA:..::.~~-:--~~~~-----------
P rocu rem en t of IT Products and Semces Bidding Oocurnent for
ADS-PDEIP 11-Tran<:he1-AMI Project IESCO Paclr.agt 1
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Seeton VII. General Conditions
Period for the remainder of the Warranty Period ap;,licab!e for the
-
part replaced or three (3) months, whichever is creater
.
29.13 ~t the request of ~he Employer and without prejudice to any other
rights and remedies that the Employer may have as;ainst the
Co~tractor under the Contract. the Contractor will offer all possible
as~rstance to the Employer to seek warranty services or reme<fial
action from any subcontracted third-party producers or licensor of IT
Products. and/or Se~ices including without hmitatJon assignment or
transfer rn favour or the Employer of the benefit of any warranties
given by such producers or licensors to the Contractor.
30. Functional 30.1 The Contractor guarantees that during the Operational Acceptance,
Guarantees the IT Products and/or Services and all parts thereof shall attain the
Functional Guarantees, subject lo and upon the conditions therein
specified.
30.2 If, for reasons attributable to the Contractor, the minimum level of
the Functional Guarantees are not met either in whole or in part, the
Contractor shall at its cost and exoense make such changes,
modifications anc/or additions to the IT Products and/or Services or
any part thereof as may be necessary to meet at least the minimum
level of such Guarantees. The Contractor shall notify the Employer
upon completion of the necessary chances, rnocfications and/or
additions, and shall request the Employer to repeat the Operational
Acceptance Test until the minimum level of the Guarantees has
been met. If the Contractor eventually fails to meet the minimum
level of Functional Guarantees, the Employer may consider
termination of the Contract, pursuant to GC Clause 47 (Termination
for Contractor's Default}.
~g Document for
-PDEIP 11-Trand,e1-AMI Project IESCO Package 1 Procurement or IT Prcduds and~
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the IT Products and/or Services as supplied, insta11eo,
Warranty (a)
tested and accepted;
do not and will not infring~ any Intellectual Prop~rty Rights held by
any third party and that 1t ha~ all -~ecessary rights or at its SOie
expense shall have secured in writing all . transfers of rights anct
other consents necessary to make the ~ss1gnments. licenses, and
other transfers of Intellectual Property Rights and the warranties set
forth in the Contract, and for the Employer to own or exercise alt
Intellectual Property Rights as provided in the Contract. Without
limitation, the Contractor shall secure all necessary written
agreements, consents, and transfers of rights from its employees
and other persons or entities whose services are used for
development of the IT Products and/or Services.
32. Intellectual 32.1 The Contractor shall indemnify and hold harmless the Employer
Property Rights and its employees and officers from and against any and alt
Indemnity losses, liabilities, and costs (including losses, liabilities, and costs
incurred in defending a claim alleging such a liability), that the
Employer or its employees or officers ma1 suffer as a result of any
infringement or alleged infringement of any Intellectual Property
Rights.
32.2 Such indemnity shall not cover any use of the IT Products and/or
Services, including the Documentation, other than for the purpose
indicated by or to be reasonably inferred from the Contract, any
infringement resulting from the use of the IT Products and/or
Services, or any secondary IT Products and/or Services that result
thereby in association or combination with any IT Products and/or
Services not supplied by the Contractor, where the infringement
arises because of such association or combination and not
because of use of the IT Products and/or Services in its own right.
32.3 Such indemnities shall also not apply if any claim or infringement:
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Section VII. General Conditions
7-41
(a) obtain for the Employer the right to continued use of the IT
Products and/or Services; or
32.5 The Employer shall indemnify and hold harmless the Contractor
and its employees, officers and Sub-Contractors from and against
any and all losses, liabilities. and costs incurred in defending a
claim alleging such a liability) that the Contractor or its employees,
officers, or Sub-Contractors may suffer as a result of any
infringement or alleged infringement of any Intellectual Property
Rights arising out of or in connection with any design, data drawing,
specification, or other documents or materials provided to the
Contractor in connection with this Contract by the Employer or any
persons (other than the Contractor) contracted by the Employer,
except to the extent that such losses, liabilities, and costs arise as a
result of the Contractor's breach of GC Sub-Clause 32.8.
32.6 Such indemnity shall not cover any use of the design, data,
drawing, specification, or other documents or materials, other than
for the purpose indicated by or to be reasonably inferred from the
Contract, or any infringement resulting from the use of the design,
data, drawing, specification, or other documents or materials, or
any products produced thereby, in association or combination with
any other IT Products and/or Services not provided by the
Employer or any other person contracted by the Employer, where
the infringement arises because of such association or combination
and not because of the use of the design, data, drawing,
specification, or other documents or materials in its own right.
32.8 If any proceedings are brought or any claim is made against the
Contractor arising out of the matters referred to in GC Sub-Clause
32.5, the Contractor shall promptly give the Employer notice of such
proceedings or claims, and the Employer may at its own expense
and in the Contractor's name conduct such proceedings or claim
and any negotiations for the settlement of any such proceedings or
claim. If the Employer fails to notify the Contractor within twenty-
eight (28) days after receipt of such notice that it intends to conduct
any such proceedings or claim, then the Contractor shall be free to
conduct the same on its own behalf. Unless the Employer has so
failed to notify the Contractor within the twenty-eight (28) days, the
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7-42 Section VII. ~
~
hall made no admission that may be preiudi,..;I
Contrac Ior S di Th -..a to th
defense of any such procee ings or c1 aim,- e Contractor sh e
h Employer's request. afford all a~a1lable assistance au, at
k;ployer in conducting such proceedings or claim and s~o the
. bursed by the Employer for all reasonable expenses in an re
reim . curred in
so doing.
34. Criminal Charges 34.1 The Contractor warrants that it has discrosed and will continue to
and Convictions disclose during the term of this Contract full details of all criminal
convictions and all pending criminal charges against it or any of its
personnel, associates or Sub-Contractors that would reasonably be
expected to adversely affect the Contractor or the Contractor's
capacity to fulfill its obligations under this Contract. The Contractor
is not required to provide information to the Contractor in a form or
in a manner which would cause the Contractor to breach the
privacy of the individual but the Contractor will take all reasonable
steps to either:
(b) take such steps as necessary to ensure that the person who
is the subject of the conviction or pending charge ceases to
be directly or indirectly involved with this Contract.
G. Risk Distribution
35. Transfer of 35.1 With the exception of any Software and Documentation. the
Ownership ownership of the IT Products and/or Services shall be transferred t~
the Employer at the time of Delivery or otherwise under terms u,a
may be agreed upon and specified in the Contract.
35.2 Ownership and the terms of usage of any Software and
~~:-;;;,,:-~~~:::--~~~;-;:-~~~~~--------
Procurement of IT Products and Services Bidding Document for
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~~
~itiOn S~----------
t
Documentation supplied under th
GC Clause 15 (Intellectual p e Contract Shall b
elaboration in the SOR. roPerty and Copy/ 9overned by
35.3 Ownership of the Contractor's E . 9ht). and any
and its Sub-Contractors in conneciuipn,~nt used by the C
with the Contractor or its Sub-cont iontwith the Contract sha011ntracio,
rac ors. remain
36.1
. "rr
,~a11d/or
The Contractor shall be resp0nsibfe for the
IT Products and/or Services or any rt care and COstOdy of the
Completion of the IT Products and}r: S the_reof Until the date of
~
Clause 26 (Completion) or, where thee~ices PLirsuanr to Ge
Completion of the IT Products and/or Serv ont~ct P,ovides for
date of Completion of the relevant part, and :,, '~its, unm ~
own cost any loss or damage that may OCCur to th e,.r;;: at its
and/or Services or the relevant part thereof 'rome oducts
h ' shaHanyat cause
w atsoever dunng . sue h penod.
. The Contractor be
responsible for any loss or damage to the IT Products :Vor
Services caused by the Contractor or its Sub-Contractors in the
course of any work carried out, pursuant to GC Clause 29 (Defect
Liability). Notwithstanding the foregoing, the Contracta< shall not be
liable for any loss or damage to the IT Products and/or Services ex
that part thereof caused by reason of any of the matters Specified'
referred to in paragraphs (a), (b) and (c) of GC Sub-Clauses 36.2
and 42.1 (War Risks).
36.2 If any loss or damage occurs to the IT Products and/0t Services or
any part thereof or to the Contractor's temporary IT Products and/a<
Services by reason of
(a) insofar as they relate to the country where . lhe . Sile is loca(ed,
:..~.:....
nuclear reaction, nuclear rad"a rion, radioactive con a arry.
aerial objects
pressure wave caused by aircraft '=contractor ~Id not
other occurrences that an expenebl '0teseeable could not
reasonably ,,oresee, or. .if reasona Y '' against .ris<t. as
f0t Of insure
reasonably make provision . . ble on lhe insurance mal(et
such risks are not n?rmally '"::, exdusions of the pol"tcy of
and are mentioned ,n theRi~k and Political Risks. taken out
. I d"ng War s s
insurance, inc u I nee) hereof or
Cl e 38 (lnsura
under GC aus third Party
(b) Employer or any r of
any use or occupation br ;h!uthorized by the Employe
O ther than a Sub-Contrac on'd/or Services: or
IT Products a .
any part of the . data 0< specificatiOO
(c) . on any design, the Employer. Of
any use of or re(1ance ~~Y or on behalf o~r has disclaimed
Provided or designate h"ch the contract
forWI
any such matt er . . peel
responsibility herein.
11
sums paya:~,:; ;:;I
tile
tO the Contractor ad notwithsla 'c;ontracl(l(
the Employer shall pay Services execute ~,11 pay to the thereof
of the IT Products and/~ or damaged. a;~ihties and al:~nrractor
same be lost, destroye II temporary a er ,equests Qdu<:IS and/or
the replacement value of ~ If the Ernplo~ rhB IT P~e good the
10
lost, destroyed or damag~ ,ass or dama,;ctor shall m
in writing to make goods~oted. the Cont "s,rvi
Services thereby occa roducfS ard
ef1l ot ,r P
p,oeuretl1
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c
36.3 The Contractor shall be liable for any loss of or damage to any
Contractor's Equipment, or any other property of the Contractor
used or intended to be used for purposes of the IT Products and/or
Services, except
37. Loss of or 37.1 The Contractor and each and every Sub-Contractor shall abide by the
Damage to job safety, insurance, customs, and immigration rneasures prevalent
Property; and laws in force in the Employer's Country.
Accident or
Injury to 37.2 Subject to GC Sub-Clause 37.3, the Contractor shall indemnify and
Workers; hold harmless the Employer and its employees and officers from and
Indemnification against any and all suits, actions or administrative proceedings,
claims, demands, losses, damages, costs, and expenses of
whatsoever nature, including attorney's fees and expenses, in respect
of the death or injury of any person or loss of or damage to any
property other than the IT Products and/or Services whether accepted
or not, arising in connection with the supply and installation of the IT
Products and/or Services and by reason of the negligence of the
Contractor or its Sub-Contractors, or their employees, officers or
agents, except any injury, death or property damage caused by the
negligence of the Employer, its contractors, employees. officers or
agents.
37.3 If any proceedings are brought or any claim is made against the
Employer that might subject the Contractor to liability under GC S~b-
Clause 37.2, the Employer shall promptly give the Contractor a notice
thereof and the Contractor may at its own expense and in the
Empl~y~rs name conduct such proceedings or claim and. any
negotiations for the settlement of any such proceedings or claim. If
the Contractor fails to notify the Employer within twenty-eight (28)
days after receipt of such notice that it intends to conduct any such
proceedi~gs or claim, then the Employer shall be free to conduct t~
same on its own behalf. Unless the Contractor has so failed to notify
the Employer within the twenty-eight (28) day period, the Employer
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Procurem en t of IT Produc:IS and Services Bidding Document for
ADB.PDEIP 11-Tranche1-AMI Project IESCO Package 1
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SeC!iOn Vll General Cond1tJOns 7-45
37.4 The Employer shall indemnify and hold harmless the Contractor and
us employees, office~s and. Sub-Contractors from any and all losses,
hab1lit1es, and costs (including losses. liab,hties, and costs incurred in
defending a claim alleging such a liability) that the Contractor or its
employees. officers, or Sub-Contractors may suffer as a result of the
death or personal injury of any person or loss of or damage to
property of the Employer, other than the IT Products and/or Services
not yet achieving Operational Acceptance, that is caused by fire,
explosion, or any other penis, in excess of the amount recoverable
from insurances procured under GC Clause 38 (Insurance), provided
that such fire, explosion, or other perils were not caused by any act or
failure of the Contractor.
37.5 If any proceedings are brought or any claim is made against the
Contractor that might subject the Employer to liability under GC Sub-
Clause 37.4, the Contractor shall promptly give the Employer notice
of such proceedings or claims, and the Employer may at its own
expense and in the Contractor's name conduct such proceedings or
claim and any negotiations for the settlement of any such proceeding
or claim. If the Employer fails to notify the Contractor within twenty-
eight (28) days after receipt of such notice that it intends to conduct
any such proceedings or claim, then the Contractor shall be free to
conduct the same on its own behalf. Unless the Employer has so
failed to notify the Contractor within twenty-eight (28) days, the
Contractor shall make no admission that may be prejudicial to the
defense of any such proceedings or claim. The Contractor shall, at
the Employer's request, afford all available assistance to the
Employer in conducting such proceedings or daim and shall be
reimbursed by the Employer for all reasonable expense incurred in so
doing.
37.6 The Party entitled to the benefit of an indemnity under this GC Clause
37 shall take all reasonable measures to mitigate any loss or damage
which has occurred. If the Party fails to take such measures. the
other Party's liabilities shall be correspondingly reduced.
38. Insurance 38.1 To the extent specified in the Appendix to the Contract titled
Insurance Requirements, the Contractor shall at its expense take out
and maintain in effect, or cause to be taken out and maintained in
effect, during the performance of the Contract, the insurances set
forth below in the sums and with the deductibles and other conditions
specified in the said Appendix. The identity of the insurers and the
form of the policies shall be subject to the approval of the Employer.
who should not unreasonably withhold such approval.
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Services.
38.4 The Contractor shall ensure that, where applicable, its Sub
Contractor(s) shall take out and maintain in effect adequate insurance
policies for their personnel and vehicles and for work executed by
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,>
38.5 The. Employer shall at rts expense take out and maintain -"
10 cuect
during the P:rformance of the Contract those insurances specified in
the Appendix to the Contract titled Insurance Req ts the
'th th d d ib urernen in
sums an d wt e e ucti les and other condition pecified the
said Appendix. The Co_ntractor and the Contractor'; tub-Con~
s_hall be named a~ co-insured under all such policies. Al insurers'
ri~h~s of subrogation against such co-insured for losses or dams
arising out of the performance of the Contract shall be waived under
such policies. The Employer shall deliver to the Contractor
satisfactory evidence that the required insurances are in tu force and
effec~. T~e policies sh~II provide that not less than twenty-one (21)
days notice shall be given to the Contractor by an insurers prior to
any cancellation or material modification of the policies. If so
requested by the Contractor, the Employer shall provide copies of the
policies taken out by the Employer under this GC Sub-Clause 38.5.
38.6 If the Contractor fails to take out and/or maintain in effect the
insurances referred to in GC Sub-Clause 38.1, the Employer may
take out and maintain in effect any such insurances and may from
time to time deduct from any amount due the Contractor under the
Contract any premium that the Employer shall have paid to the
insurer, or may otherwise recover such amount as a debt due from
the Contractor. If the Employer fails to take out and/or maintain in
effect the insurances referred to in GC Sub-Clause 38.5. the
Contractor may take out and maintain in effect any such insurances
and may from time to time deduct from any amount due the Employer
under the Contract any premium that the Contractor shall have paid
to the insurer, or may otherwise recover such amount as a debt due
from the Employer. If the Contractor fails to or is unable to take out
and maintain in effect any such insurances, the Contractor shall
nevertheless have no liability or responsibility towards the Employer,
and the Contractor shall have full recourse against the Employer for
any and all liabilities of the Employer herein.
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Secllon VII General C<iocilll(
7-48
(b) the additional work required, includng the steps whic~. the
Contractor will or proposes to take to overcome such cond1t1ons
or obstructions;
(d) the additional cost and expense that t '3 Contractor is likely to
incur.
39.2 Any reasonable additional cost and expense incurred by the Contractor
in following the instructions from the Project Manager to overcome
such physical conditions or artificial obstructions referred to in GC Sub-
Clause 39.1 shall be paid by the Employer to the Contractor as an
addition to the Contract Price.
40. Change In laws 40.1 If, after the date twenty-eight (28) days prior to the date of bid
and Regulations submission, in the country where the Site is located. any law.
regulation, ordinance, order or by-law having the force of law is
ena~ted, promulgated, abrogated or changed which shall be deemed
to include any change in interpretation or application by the
competent authorities, that subsequently affects the costs and
expenses o! the Contractor and/or the Time for Completion, the
Contract Pn~ shall be correspondingly increased or decreased.
and/or the Time for Completion shall be reasonably adjusted to the
extent that the Contractor has thereby been affected in the
perf~ance . of any of its obligations under the Contract.
Notwithstandingthe foregoing, such additional or reduced costs shall
not be separately pa~ or credited if the same has already bee.0
accounted for In the pnce adjustment provisions where applicable. in
PP~rocu~rem;;;;en~t;o,~rrrrFP~rod~u;cts;;--;and~Selvi~'~ceass~~~~~~~-idi;;~Ooc:wn~==en=t7for~~~~~~~~~--------
8-POEiP 11-Tranche1-AMI Project IESCO Padage 1
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Section VII General Conditions
7-49
41. Force Majeure 41.1 "Force Majeure" shall mean any event beyond the reasonable control
of the Employer or of the Contractor, as the case may be. and which
is unavoidable notwithstanding the reasonable care of the Party
affected. and shall include, without limitation. the following:
41.3 The Party who has given such notice shall be excused from the
performance or punctual performance of its obligations under the
Contract for so long as the relevant event of Force Majeure continues
and to the extent that such Party's performance is prevented, hindered
or delayed. The Time for Completion shall be extended in accordance
with GC Clause 8.
41.4 The Party or Parties affected by the event of Force Majeur.e shall us~
reasonable efforts to mitigate the effect thereof upon ,ts or their
performance of the Contract ~n~ to fulfi~I its or th~r ~bligations u_nder
the Contract. but without prejudice to either Party s nght to .ter~unate
the Contract under GC Clauses 45 (Suspension), 46 (Termination for
Employer's Convenience), 47 (Termination for Contractor's Default),
and 48 (Termination by Contractor).
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Section VII. General Colld,boos
7.50 ---.;;:.
(b) give rise to any claim for damages or additional cost or expense
occasioned thereby, subject to GC Sub-Clauses 36.2 {Care of IT
Products and/or Services). 41.3, and 42.4 (War Risks)
41. 7 In the event of termination pursuant to GC Sub Clause 41.6, the rights
and obligations of the Employer and the Contractor shall be as
specified in GC Sub-Clauses 46.2 and 46.3.
42. War Risks 42.1 "War Risks" shall mean any event specified in paragraphs (a) and (b}
of GC Sub-Clause 41.1 and any explosion or impact of any mine.
bomb, shell, grenade or other projectile, missile. munitions or explosive
of war, occurring or existing in or near the country (or countries} where
the Site is located.
PP:;;;l"OQJl'll'nel';;;:;;;;;nit"oo1i"i1irT~P'nroduici;ldl:isa111;;;diiSS.ervieet~N----.B~iclctki1~ng;'i0oaim;:;::=:'"-:-:t-:-for-------------
ADBPOEIP llTranche1-AMI Project IESCO Pacl(ag81
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~ VII General CondotlOllS
7-51
42.5 If during the performance of the Contract any War Risks shall occur
that financially or otherwise materially affect the execution of the
Contract by the Contractor, the Contractor shall use its reasonable
efforts to execute the Contract with due and proper consideration given
to the safety of its and its Sub-Contractors' personnel engaged in tne
work on the Facilities, provided, however, that if the execution of the
work on the Facilities becomes impossible or is substantially prevented
for a single period of more than sixty (60) days or an aggregate period
of more than one hundred and twenty (120) days on account of any
War Risks the Parties will attempt to develop a mutually satisfactory
solution, f;iling which either Party may terminate the Contract by giving
a notice to the other.
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modification, addition ~r deleti?n to, . in or from the SOR
(interchangeably caled Change ). provided that such Chan
falls within the general scope of the SOR and does ge
constitute unrelated work and that it is technically practica~ot
taking into account both ~he .state of.advancement of the~
7
against th Agreed and Finalized. Project Plan and the technical
compatibility of the Change envisaged with the nature of the
SOR as originally specified m the Contract.
43.1.3 The Contractor may from time to time during its perfoonance of
the Contract propose to the Employer (with a copy to the Project
Manager), any Change that the Contractor considers necessary
or desirable to improve the quality or efficiency. The Employer
may at its discretion approve or reject any Change proposed by
the Contractor.
~
l
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section VII. General Conditions
7-53
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Contractor represents.
44.3 The Contractor shall at all times use its reasonable efforts to minimize
any delay in the performance of its obligations under the Contract.
44.4 In all cases where the Contractor has given a notice of a claim for an
extension of time under GC 44.2, the Contractor shall consult with the
Project Manager in order to determine the steps (if any) which can be
taken to overcome or minimize the actual or anticipated delay. The
Contractor shall there after comply with all reasonable instructions
which the Project Manager shall give in order to minimize such delay.
If compliance with such instructions shall cause the Contractor to incur
extra costs and the Contractor is entitled to an extension of time under
GC 44.1, the amount of such extra costs shall be added to the
Contract Price.
45. Suspension 45.1 The Employer may request the Project Manager, by notice to the
Contractor, to suspend performance of any or all of its obligations
under the Contract. Such notice shall specify the obligation of which
performance is to be suspended, the effective date of the suspension
and the reasons therefore. The Contractor shall thereupon suspend
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ADS ng Document for Procurement of IT Products and Services
-PDEIP ll-Trandle1-AMI ProjectIESCO Pacbge 1
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7-56
Section Vll. General C-.~
~
45.2 If
(a) the Employer has failed to pay the Contractor any sum due
under the Contract within the specified period, has fatled to
approve any invoice or supporting documents without just cause
pursuant to the Appendix to the Contract titled Terms and
Procedures of Payment, or commits a substantial breach of the
Contract, the Contractor may give a notice to the Employer that
requires payment of such sum, with interest thereon as
stipulated in GC Sub-Clause 12.3, requires approval of such
Invoice or supporting documents, or specifies the breach and
requires the Employer to remedy the same, as the case may be.
If the Employer fails to pay such sum together with such
interest, fails to approve such invoice or supporting documents
or give its reasons for withholding such approval, or fails to
remedy the breach or take steps to remedy the breach within
fourteen (14} days after receipt of the Contractor's notice or
(b) the Contractor is unable to carry out any of its obligations under
the Contract for any reason attributable to the Emplo~er.
including but not limited to the Employer's failure to provoe
possession of or access to the Site or other areas in
accordance with GC Sub-Clause 10.2 (Employer's
Responsibilities), or failure to obtain any governmental _ _l':"1111
necessary for the execution and/or completion of the Fac1htres,
46. Termination for 46.1 The _E~ployer may at any lim~ terminate the Contract for any reason
Employer's by QIVlng the Contractor a notice of termination that refers to this GC
Convenience Clause 46.
(a) cease all further work, except for such work as the Employer may
specify in the notice of termination for the sole purpose of
protecting that part of the SOR already executed, or any work
required to leave the Site in a clean and safe condition;
(c) remove all Contractor's Equipment from the Site, repatriate the
Contractor's and its Sub-Contractors' personnel from the Site,
remove from the Site any wreckage, rubbish and debris of any
kind; and
.....
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Secb<>n VII. General~
~
date of termination;
bl incurred by the Contractor in the removal or
(b) the costs reas?n: ipment trom the s,te and m the repatnation or
the Contractor.s n~ ,ts Sub-Contractors' personnel.
the contractors a
t be paid by the Contractor to ,ts Sub-Contractors
(c) any amounts 0.th the termination of any subcontracts, including
,n connection WI
any cancellation charges:
. rred by the Contractor in protecting the IT Products
(d) and/or
costs ,ncu
Services and leaving the s,te ,n a clean and safe condition
pursuant to GC Sub-Clause 47.1 (Termmat,on for Contractor's
Default): and
(e) the cost of satisfying all other obligations, commrtments and
claims that the Contractor may ,n good f a1th have undertaken with
third Parties in connection with the Contract and that are not
covered by GC Sub-Clauses 46 3{a) trrough {d) above.
47.1 The Employer, without prejudice to any other rights or remedies it may
47. Termination for possess, may terminate the Contract forthwith in the following
Contractor's circumstances by giving a notice of termnat,on and its reasons
Default
therefore to the Contractor, referring to ttus GC Sub-Clause 47.1:
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-~ VII. General Conditions
(a) cease all further work, except for such work as the Employer
may specify in the notice of termination for the sole purpose of
protecting that part of the IT Products and/or services already
executed, or any work required to leave the Site in a clean and
safe condition;
(d) to the extent legally possible, assign to the Employer all rights,
title and benefit of the Contractor to the IT Products and/or
Services or Subsystems as of the date of termination, and, as
may be required by the Employer, in any subcontracts
concluded between the Contractor and its Sub-Contractors;
_ .......... ~~.1.u.2. 1
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47.5 Subject to GC Sub-Clause ~7.6, the Contractor_ shall be entitled to be
paid the Contract Price attributable to the port1?n ?f the IT PrOducts
and/or Services executed as of the date of termination, an~ the costs,
if any, incurred in protecting the ITf Produd~t~sand/or Services and in
leaving the Site in a clean and sa e con I ion pursuant to GC Sub-
Clause 47.3. Any sums due the Employer from the ContractOf
accruing prior to the date of termination sh.all be deducted from the
amount to be paid to the Contractor under this Contract.
47.6 If the Employer completes the IT Products and/or Services, the cost of
completing the IT Products and/or Services by the Employer shall be
determined.
If such excess is greater than the sums due the Contractor under GC
Sub-Clause 47.5, the Contractor shall pay the balance to the
Employer, and if such excess is less than the sums due the
Contractor under GC Sub-Clause 47.5, the En ployer shall pay the
balance to the Contractor. The Employer and the Contractor shall
agree, in writing, on the computation described above and the manner
in which any sums shall be paid.
(b) the Contractor is unable to carry out any of its obligations under
the Contract for any reason attributable to the Employer.
including but not limited to the Employer's failure to provide
possession of or access to the Site or other areas or failure to
obtain any governmental permit necessary for the execution
and/or completion of the IT Products and/or Services;
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Procurement of IT Products and SeMCeS Bidding Document for
AOB~DEIP 11-Tranche1-AMI Project IESCO Package 1
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-~ VII General Conditions
- 48.3
any other analogous action in consequence of debt.
(a) cease all further work, except for such work as may be
necessary for the purpose of protecting that part of the IT
Products and/or Services already executed. or any work required
to leave the Site in a clean and safe condition;
(c) remove all Contractor's Equipment from the Site and repatnate
the Contractor's and its Sub-Contractors' personnel from the
Site; and
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b 7
51. Contractor's 51.1 If the Contractor considers himself to be entitled to any extension of
Claims the Time for Completion and/or any additional payment, under any
clause of these General Conditions or otherwise in connection with
the Contract, the Contractor shall submit a notice to the Project
Ma_nager, des~bing the event or circumstance giving rise to the
claim. The notice shall be given as soon as practicable and not later
than twenty-eight (28) days after the Contractor beca~e aware, or
should have become aware, of the event or circumstance.
51.2 If the C~ntractor fails to give notice of a claim within such period of
twenty-eight (28) days, the Time for Completion shall not be
extended, the Contractor shall not be entitled to additional paymen~
a~d the E~ployer shall be discharged from all liability in connecti<>O
with the claim. Otherwise, the following provisions of this Sub-Clause
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SediOn VII. General Conditions
7-ol
shall apply.
(a) The _Contractor shall also submit any other notices which are
r~u1red by the Contract, and supporting particulars for the
claim, all as relevant to such event or circumstance.
(c) Within forty-two (42) days after the Contractor became aware
I
I
proposed by the Contractor and approved by the Project
Manager, the Contractor shall send to the Project Manager a
fully detailed claim which includes full supporting particulars of
the basis of the claim and of the extension of lime and/or
additional payment claimed. If the event or circumstance giving
rise to the claim has a continuing effect:
(d) Within forty-two (42) days after receiving a daim or any further
particulars supporting a previous claim, or within such other
period as may be proposed by the Project Manager and
approved by the Contractor, the Project Manager shall respond
with approval, or with disapproval and detailed comments. The
Project Manager may also request any necessary furthef
particulars, but shall nevertheless give his/her response on the
principles of the claim within such time.
(e) Each payment certificate shall include such amounts for any
claim as have been reasonably substantiated as due under the
relevant provision of the Contract. Unless and until the
particulars supplied are sufficient to substantiate the whole of
the claim, the Contractor shall only be entitled to payment for
such part of the claim as he has been able to substantiate.
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estimate:
{i) the extension {if any) of the Time for ~ompletion {before
fter its expiry) in accordance with GC Clause 44
r~x~ension of time for Completion), and/or
(h) In the event that the Contractor and he Employer cannot agree
on any matter relating to a claim, either Party may refer the
matter to the Disputes and Arbitration procedures pursuant to
GC Clause 52 hereof.
{b) If any dispute of any kind whatsoever shall arise between the
Employer and the Contractor in connection with or arising out of
the Contract. including without prejudice to the generality of the
foregoing, any question regarding its existence, validity or
termination, or the operation of the IT Products and/or Services
{whether during the progress of implementation or after its
achieving Operational Acceptance and whether before or after
the termination, abandonment, or breach of the Contract), the
Parties shall seek to resolve any such dispute or difference by
mutual consultation. If the Parties fail to resolve such a dispute
or difference by mutual consultation, within fourteen {14) days
after one Party has notified the other in writing of the dispute or
difference, then, if the Contract in Appendix includes and names
an Adjudicator, the dispute shall be referred in writing by either
Party to the Adjudicator, with a copy to the other Party. If there
is no Adjudicator specified in the Contract, the mutual
consultation period stated above shall last twenty-eight (28)
days {instead of 14), upon expiry of which either Party may
move to the notification of arbitration pursuant to GC Sub
Clause 52.2{a).
(c) The Adjudicator shall give his or her decision in writing to both
Parties within twenty-eight (28) days of a dispute being referred
to the Adjudicator. If the Adjudicator has done so, and no notice
of intention to commence arbitration has been given by either
the Employer or the Contractor within fifty-six (56) days of such
reference, the decision shall become final and binding upon the
Employer _an? the Contractor. Any decision that has bec_ome
final and binding shall be implemented by the Parties forthWlth.
PP~rocur~em;;;;en~t~oitnlT~P~rod~ucts~~and~SServlce~;;;;-.~~~~~.;:;:;;::-~~~-:-~~~~~~~~~~------
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5ect,on VII. General Conditions
7-65
(d) The Adjudicator shall be paid an hourly fee at the rate specified
in Appendix 2 (Adjudicator) to the Contract, plus reasonable
expenditures incurred in the execution of duties as Adjudicator,
and these costs shall be divided equally between the Employer
and the Contractor.
(b) the Employer shall pay the Contractor any monies due the
Contractor.
L
ADB.PDEIP 11-Tranche1-AMI Project IESCO Package 1
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Secoon VIII - ?artJCUlar Conct,oons
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Section VIII - Particular ConditJons
8-2
Table of Clauses
1.
5.
8.
9.
~~::~:~~fiii~~~~;
Contractor's Respons1bil1ties
: : : : i
4
11. ~~;~rr~t~;2:~:::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::
13.
Intellectual Property and Copyright .. 5
:J
15
16
22:
23:
28
!:fbE~::~~'.r?:~":'.'
Completion Time Guarantee......................................................................................
: 6
29
33 B~~~:;;~a~fi~~b1iii;;:::::::: ::::::::::::::::::::::::::::: ::::::::::::::::::::: 1
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~S~ec11~on~V~ll~l-~P~a~ro~cu~la~r~Co~nd~itio~n~s ~
-----------------~~~~~--~
1. Definitions
The Bank is: Asian Development Bank
The Borrower is: Islamic Republic of Pakistan
The Employer is: Islamabad Electric Supply Company Limited [Street No 40, G-7/4, IESCO
Head Office Islamabad, ZIP Code: 44000, Pakistan, Facsimile number 0092519252978
Electronic Mail:iescopmu@hotmail.com '
The Employer's Country is: Pakistan.
The Post-Warranty Services Period is:
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l
I
shall be 36 Months from the Effective Date as described in the Contract Agreement.
9, Contractor's Responsibilities
97 Where the Contractor is a joint venture, consortium or association of two or more
persons. all such persons shall be jointly and severally bound to the Employer for
the fulfilment of the provisions of the Contract.
13. Securities
13.2 The Contractor shall provide an Advance Payment Security in the amount and
currency of the Advance Payment specified in Appendix 6, Revised Price
Schedules of the Contract Agreement.
The Advance Payment Security will be progressively reduced based on milestone
payments stated in Appendix 6, Revised Price Schedules of the Contract
Agreement. The reduction schedule is as follows:
-
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. e denominated m the currency or currenc es of
13 3(a) The Performance
the contract, or in a freely convert,
amount equal to 10 (ten) percent O
r
Security should bbl currency acceptable to the employer fer an
the Contract Pnce excluding any ReaJTrer.
Costs.
t tuuon issuing the security rs located Outside the
13.3(b) In case the ba_nk or pot~er ins it shall have a correspondent financial 1ns1Itution
Islamic Republic of a .stan, f P k t n to make the security enforce
located inside the Islamic Repubhc o a is a
be reduced The Performance Security will be
13 3(d) The Performance S ecun t y s h a II not
released two (2) Years after the Project Completion.
15.4 The Employer's and Contractor's rights and obligations with respect to Custom
Software or elements of the Custom Software are as follows: the employer shall
have the right to use the Software within the employer's company and any
subsidiary that may be created for the purpose of collection and processing and use
of da~ from metering equipment. The Employer shall have the right to updates and
ad~ptions of the softwar~ by ~e supplier within the Service Level Agreement (SLA)
period. After the SLA period, if no mutual agreement is reached for the extension of
the SLA services, the employer shall have the right to hire a different company for
the provision of maintenance services.
The ~mployer's and Contractor's rights and obligations with respect to Custom
Materials ~ elements of the Custo~ Materials are as follows: the Employer shall
have ~e nght of using the matenals as per its sole discretion. The Employer
commits to quote the source of the materials whenever its not of public use.
15.5 No software escrow contract is required for the execution of the Contract
16.1(aXiii) The Standard Software license shall be valid throughout the territory of the
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Section VIII PartJCUlar Conditions
Employer's Country.
16.1 (a)(iv) Use of the software shall be subject to the following additional restrictions: none.
16.1(b)(ii) The Software license shall permit the Software to be used or copied for use or
transferred to a replacement computer(s) or users provided the replacement
computer(s) or users falls within approximately the same dass of machine and
maintains approximately the same number of users, if a multi-user machine.
16.1 (b )(vi) The Software license shall permit the Software to be disclosed to and reproduced
for use {including a valid sublicense) by support service Contractors or their
subcontractors, exclusively for such Contractors or subcontractors in the
performance of their support service contracts, subject to the same restrictions set
forth in this Contract.
16.1(b)(vii)ln addition to the persons specified in GCC Clause 16.1 (b) (vi), the Software may
be disclosed to, and reproduced for use by, Employer's ITC Managers and the
Consultants supporting the Employer during the implementation or later during the
operation subject to the same restrictions as are set forth in this Contract.
16 2 The Contractor's right to audit the Standard Software will be subject to the folowing
terms: none.
28.3 Liquidated damages shall be assessed only with respect to achieving Operational
Acceptance.
29 Defect Liability
29.1 For Software, exceptions or limitations to the Contractor's warranty obligations shall
be as follows: none.
29.2(c) The Contractor warrants that all standard items have been commerciaNy available in
the market for the following specific minimum time periods: 3 Years.
29.3 The Warranty Period (N) shall begin from the date of Operational Acceptance of the
Facilities and extend for:
0 24 months for meters, metering equipment, meter boxes and for
communications equipment from operational acceptance, or 48 months after
delivery to the Employer, whichever comes earlier)
0
24 months for software associated to the software (servers, racks, etc).
Proeur::em=-.,~1-of'.'"-IT_P_roducts
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~S~ect>on~~~~ll~-~P~arucut~~a~rCond~~oo~ns:..._~~~~~~~~~~~~~~~~~~~~~~-~
29 10
p od the Contractor must commence the work necessary to
O unng the Warranty en f notification.
remedy defects or damage w1th1n 30 days o
33 limitation of liability
33 1{b) The multiplier of the Contract Price is: one.
53.2 Notwithstanding the requirements set out in the SOR, the Contractor must
ensure that the most recent models compatible with the software infrastructure are supplied,
regardless whether the delivery is made in accordance with the SOR or is delayed.
53.3 The Contractor shall keep a record of the serial numbers of the Hardware that it
supplies to the Employer under this Contract and shall provide such details within three
days of receiving such a request from the Employer.
54. Application
54.1 To the extent that the Contractor leases or rents the Employer any Hardware,
whether in conjunction with other Services or not the conditions of thrs Section apply in
addition to any other terms and conditions of the Contract.
55.2 The Rental Items must be of the best quality and workmanship, free from faulty
design and defects, suitable for the purpose intended and conform to the requirements
stated in the SOR and any applicable International or Country standards.
55.3 The Contractor must provide all operating manuals and instructions for the
Rental Items upon delivery and prior to Operational Acceptance.
57.2 The Contractor must. at its own expense, do all things necessary to remedy the
Defect and must reimburse the Employer for any costs incurred in connection with the ,
Defect. including the cost of the Employer remedying the Defect if the Contractor does not~
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do so within a reasonable period following notice of the Defect from the Employer.
57.3 . If a Defect cannot be remedi~d. the Contractor must make replacement Rental
Items avarlable for lease to the Employer m accordance with the terms of the Contract.
58, Rent
- 58.1 The Employer will pay rent for the Rental Items to the Contractor monthly in
arrears in accordance with the Appendix 7,. Terms and procedures for Payment to the
Contract Agreement.
53.2 The rent is a fixed sum and is not subject to any rise and fall.
60. No Encumbrances
60.1 The Employer must ensure that, whilst in its possession:
a) the Rental Items are not sold or otherwise disposed of;
b) Rental Items are not shared with or provided to, nor sub leased, licensed or
sub-licensed to any other person; and
c) no encumbrance is created over any Rental Items;
without first obtaining the express written permission of the Contractor.
60.2 The Contractor is under no obligation to provide approval under clause 60.1.
62. Damage
62.1 The Employer will endeavour to protect the Rental Items against loss or damage.
62.2 However, the Employer will not be responsible for accidental loss of or damage
to the Rental Items and the Contractor will indemnify the Employer and the Employer Group
against any Claims for such loss or damage.
63. Insurance
63.1 The Contractor is responsible, at its own cost. for insuring the Rental Items for
Procurement of IT Products and Set'lices Bidding Ooalment for
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-~~~~~~~--------------~~-----.!!.
~ttonVIII - Particular Cond11,ons
d ntal toss or damage.
their full replacement value against acci e
64. Termination
e or upon the termination of the Contract fOf
64.1 At the end of the term of the I eas
any reason:
. rned to the Contractor subject to fair wear and
a) the Rental Items wi(I be retu hich the Rental Items were employed;
tear given the cond1t1ons under w
. h th return and delivery of the Rental Items from the
b) all costs associated wit e b bo ne by the Contractor: and
Employer to the Contractor w111 e r
rom the Employer all rent due and owing under
c) the Contractor may recover f . .
the Contract at the date of termination.
66. Training
66.1 The Contractor shall submit a Training Schedule and Training Curriculum to the
Employer for approval prior to the delivery of any training.
66.3 If the Employer wishes to cancel the training it must give five (5) days notice to
the Contractor or pay 50% of the agreed fee.
66.4 The maximum number of attendees the Employer wishes to attend each
training session must be specified in the SOR. Where the Employer requires the number of
attendees to a training session to exceed this number the Contractor must agree to the
increase in attendee numbers.
66.5 The Contractor shall issue each attendee with a signed certificate of attendance
within 14 days of providing training to the Employer's Personnel.
66.6 The Contractor must procure from each attendee a completed Training
Assessment Form and provide them to the Employer within 7 days of completion of any
training. Where the average Training Score across all attendees for a particular training
session is less than 50%, the Contractor must repeat the training with a new trainer at no
additional cost to the Employer.
67.2 Prior to prov!ding Managed Services, the Contractor shall audit all Haroware
and prepare an asset register of all Hardware to be managed under this Contract. The as~
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~ ~-----~~~~~~~~~~~~~----------~SeclJOo~~~~ll~-!P~atticut~'~~Conditionl~~ ~
register must contain, at a minimum, the make, mOdel numbe
manufacture and location of all managed Hardware as r, senaJ number, date of
specified in the SOR. ' weII as any other details as
67.6 The Contractor shall keep on hand the minimum number of spare parts if
specified in the SOR.
67.7 The Contractor may store manuals, tools and test equipment on site as
required for the purposes ~f the Co~tract. The Employer agrees not to use any such
manuals, tools or test equipment without the Contractor's consent. Unless otherwise
specified in the SOR, the Contractor must, at its own cost, take out appropriate insurance
for its stored items for their full replacement value against accidental loss or damage.
69.2 The Hardware Maintenance Services will comply with the requirements of the SOR.
70.2 Any defect rectification required during the warranty period will be provided to the
Employer by the Contractor free of charge. The Hardware Maintenance Services will
commence on the date specified in the Contract Details and will be renewable as
specified in the Contract Details.
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~~~~~~~~~~~~~~~----------------~~~~~~~-~
.th the contractor by providing access and
7 .2 The Employer will cooperat:n:~le the Contractor to provide Preventative
fa ties as reasonably necessary to
Mamtenance to the required standard.
72.2 The Employer will cooperate with the Contractor by providing access and
facilities as is reasonably required.
75.2 No additional clauses see Software Licence Agreement attached to the SOR.
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section IX. Contract Forms 9-1
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......
Table of forms
1. Contract Agreement. 3
Article 1. Contract Documents 3
Article 2. Contract Price and Terms of Payment 3
. D Tlme for Operational Acceptance............................. 4
Article 3. Effective Date for etermining 1
Article 4. Communication 4
Appendix 1. Contractor's Representative 1
Appendix 2. Adjudicator 8
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r
I
SeebO" IX. Contraet Forms
1. Contract Agreement
THIS CONTRACT AGREEMENT is made the [nth] day of [month & Year].
sETWEEN
and
WHEREAS the Employer desires to engage the Contractor to supply, install, achieve Operational
Acceptance of, and support the following Information Technology Products and tor Services (brief
description of the Information Technology Products and/or Services] ('the IT Products and/or
services'), and the Contractor has agreed to such engagement upon and subject to the terms and
conditions appearing below in this Contract Agreement.
NOW IT IS HEREBY AGREED as follows:
Contract Price and The Employer hereby agrees to pay to the Contractor the Contract
T erms of Payment Price in consideration of the performance byte Contractor of its
obligations under the Contract. The Contract Price shall be the
aggregate of: {.' amount of foreign currency A in words]. [amount in
Btdd1ng Ooaiment for Procurementof IT ProdUdS and Services
ADB.PDEJP II-Tranche1-AMI Project IESCO Package 1
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Section IX. Contract FOl!ns
Effective Date for The lime allowed for supply, installation, and achieving Operational
Determining Time for Acceptance of the IT Products and/or Services shall be determined
Operational from the date when all of the following conditions have been fulfilled:
Acceptance (a) This Contract Agreement has been duly executed for and on
behalf of the Employer and the Contractor;
(b) The Contractor has submitted lo the Employer the advance
payment security and performance security, in accordance with
GCC Clause 13.2 and GCC Clause 13.3;
(c) The Employer has paid the Contractor the advance payment. in
accordance with GCC Clause 13.2
Each party shall use its best efforts to fulfill the above conditions for
which it is responsible as soon as practicable.
3.2 If the conditions listed under 3.1 above are not fulfilled within two
(2) months from the date of this Contract Agreement because of
reasons not attributable to the Contractor, the parties shall
discuss and agree on an equitable adjustment to the Contract
Price and the Time for Achieving Operational Acceptanceand/or
other relevant conditions of the Contract.
Article 4.
4.1 !he address of the Employer for notice purposes, pursuant to GC 4.1
rs: [Insert address].
Communication
4.2 The address of the Contractorfor notice purposes, pursuant to GC 4.1
is: {Insert address].
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p
,opENDIXES [EfJlployer to list all Appendices and add the statement (not a pt ble) if .
I" ndix does not apply to this contract] P ,ca that part.icu/ar
Ap(JB
Appendix 1. Contractor's Representative [refer GC 18.2(b))
Appendix 2. Adjudicator [refer GC 52(b))
Appendix 3. List of Approved Sub-Contractors [refer GC 20.1 I
Appendix 4. Categories of Software [refer GC Definition & Section IV Form)
Appendix 5. Custom Materials [refer GC Definition & Section IV Form)
Appendix 6. Revised Price Schedules (if any)
Appendix 7 Terms and Procedures for Payment [refer GC 12.1 J
Appendix 8 Agreed and Finalized Project Plan [refer GC 19.1)
Appendix 9 Lisi of Documents for Approval and Review (refer GC 21.3(a)J
Appendix 10 Functional Guarantees [refer GC 30.1]
Appendix 11 Insurance Requirements [refer GC 38.1]
Appendix 12 Price Adjustment [refer ITB GC 11.2)
Appendix 13 Software License Agreement [refer GC 16.3]
Appendix 14 Schedule of Requirements (refer GC 19.1 J
Appendix 15 Minutes of Contract Finalization Discussions and Agreed-lo Contract
Amendments
IN WITNESS WHEREOF the Employer and the Contractor have caused this Agreement to be duly
executed by their duly authorized representatives the day and year first above written.
Signed:
in the capacity of[: title or other appropriate designation]
in the presence of
Signed:
in the presence of
CONTRACT AGREEMENT
dated the [: number} day of{: month}, [: year]
BETWEEN
~ng Document 10< Procurement of IT ProdudS and SetVICIIS
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Section IX. Contract FOl!Tls
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Secil<>n IX. Contrad Forms
9.7
In accordance with GCC Clause 1.1 (b) (iv), the Contractor's Representative is:
Name: {.' name and provide title and address further below or state 10 be nominated within
fourteen (14) days of the Effective Date"]
In accordance with GCC Clause 4.3, the Contractor's addresses for notices under the Contract are:
Fallback address of the Contractor: fas appropriate.: personal delivery, postal. cable.
telegraph, telex, tecsunae, electronicma,/, and/orEDI addresses.]
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Appendix 2. Adjudicator
Name: [: name]
Title: {: title]
Telephone: [: telephone]
In accordance with GCC Clause 6.1.3, the agreed-upon fees and reimbursable expenses are:
Pursuant to GCC Clause 6.1.4, if at the time of Contract s1gn,ng, agreement has not been reached
between the Employer and the Contractor. an Adjudicator will be appointed by the Appointing
Authority named in the sec.
In accordance with GCC Clause 52.2(c), any arbitration proceeding under the Contract shall be
conducted in accordance with the provisions of the United Nations Cornrrussion on International Trade
Law (UNCITRAL) Arbitration Rules.
~P-rocurem----en--td
__ l_T_P_rod_u_cls
__ and
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Section IX. Contract Fonns
9-9
The ~m~~i~~e
carrying
has approved use of the following Sub-Contractors nominated by the Contractor for
item or component of the IT Products and/or Services indicated. Where more than
C t ctor is listed, the Contractor is free to choose between them, but it must notify the
t I choice sufficiently in advance of the lime when the subcontracted work needs lo
one Sub- 0~n.1~
Employer ive the Employer reasonable lime for review. In accordance with GCC Clause 20.1,
commence IOor ~s free to submit pro~osals for Sub-Contractors for additional items from time 10 time.
the Contract els shall be placed with any such Sub-Contractors for additional items until the Sub-
No sub-con have been approved in writing by the Employer and their names have been added to this
of Approved Sub-Contractors, subject to GCC Clause 20.3.
Contractors
list
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Section IX. Contract Fomis
9-10
I I
I I
I
i -
I
I
I I
I
I I I
I
I II
I I I I
I
I
I
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SectiOn IX. Contract Fonns
9-11
The follow table specifies the Custom Materials the Contractor will provide under the Contract.
Custom Materials
.....
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Appendix 6. Revised Price Schedules
The attached Revised Price Schedules (if any) shall form part ~f this_Contract Agreement and, Where
drffe_rences_ exist. shall supersede the Price Schedules contained m the Cont:actor's Bid. These
Revised Price Schedules reflect any corrections or adjustments to the Contractor s bid pnce, pursuant
to the ITB Clauses 20.8, 39, and 42.
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r Section IX. Contract Forms
Subject to the provisions of GCC Clause 12 (Terms of Payment), the Employer shall pay the
Contract Price to the Contractor according to the categories and in the manner specified
below. Only the categories Advance Payment and Complete System Integration relate to the
entire Contract Price. In other payment categories, the term "total Contract Price" means the
total cost of IT Products and/or Services under the specific payment category. Within each
such category, the Contract Implementation Schedule may trigger pro-rata payments for the
portion of the total Contract Price for the category corresponding to the IT Products and/or
Services actually Delivered, Installed, or Operationally Accepted. at unit prices and in the
currencies specified in the Price Schedules of the Contract Agreement.
(b) Meters, DCUs, Meter Boxes, IHD, Field Communications Hardware, test
benches and portable testers:
Forty five percent (45%) of the total or pro-rata Contract Price for this category
against Delivery (Through Letter of Credit).
Twenty five percent (25%) of the same price against Installation (Through Letter of
Credit).
Ten percent (10%) of the same price against Operational Acceptance Certificate by
Project Director. (Through Letter of Credit).
Ten percent (10%) of the same price after continuous satisfactory operation of the
equipments after one year of Operational Acceptance Certificate by Project Director.
(Through Direct Disbursement Procedure).
Thirty five percent (35%) of the same price against Installation (Through Letter of
Credit).
Ten percent (10%) of the same price against Operational Acceptance Certificate by
Project Director. {Through Letter of Credit).
Ten percent (10%) of the same price after continuous satisfactory operation of the
equipments after one year of Operational Acceptance Certificate by Project Director.
(Through Direct Disbursement Procedure).
(d) Training
Forty percent (40%) of the total component for training services at the start of the full
training program.
Forty percent (40%) of the total component for training services performed will be
paid upon completion, on submission and approval of appropriate invoices.
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9-14 Seclion IX. Con1ract F
~
10% upon certification by the project director for satisfactory completion of the
Training session (Through Direct Disbursement Procedure).
(e) RecurrentCosts
One hundred percent (100%) of the price of the Services actually delivered Will
paid monthly in arrears, on submission and Employer's approval of invoices. be
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r Sect,on IX.. Conlrad FOIITls
~15
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916
Pursuant to GCC Sub-Clause 21.3. the Contractor shall prepare, or cause rts Sub-Contra<;'..c,,,.
prepare. and present to the Project Manager the following documents for "'
A. Approval
1. etc
B. Review
1. etc
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SedJOll IX. Contract Forms
1. General
(b) the preconditions to the validity of the functional guarantees. either in production and/or
consumption, set forth below
(d) the formula for calculation of liquidated damages for failure to attain the functional
guarantees.
2. Preconditions
The Contractor gives the functional guarantees (specified herein) for the facilities
3. Functional Guarantees
Response Time for Fault notification - this refers to the time it takes for the Employer to
be notified of a fault by telephone. The minimum required time to report back is within
60 minutes of the appointed Contractor reporting the fault.
Restoration Time - this is the length of lime to fix a problem or establish a workaround
to resume business continuity. The maximum time for a business-aitical problem is
within 24hours. For a business non-critical problem, the maximum time is within 72
hours.
ff the responsetime attained in the guarantee is fess than the guaranteed figure specified
in paragraph. 3.1 above, then the Contractor shall pay liquidated damages at the rate of
USD1,000 for every complete 30 minutes of the deficiency.
ff the restoration time attained in the guarantee is less than the guaranteed figure
specified in paragraph. 3.1 above, then the Contractor shall pay liquidated damages at
the rate of USD1,000 for every complete one 2 hours of the deficiency.
Subject to paragraph. 4.2 above, the Contractor's aggregate liability to pay liquidated damages for
failure to attain the functional guarantees shall not exceed 10% of the Contract Amount.
4.2 Raw Materials and Utilities Consumption in Excess of Guaranteed Level
[To be specified in the appropriate wording for the type of IT Products and/or Serwces if
there are consumption guarantees.]
If the actual measured figure of specified raw materials and utilities consumed per unit (or
their average total cost of consumption) exceeds the guaranteed figure specified in
paragraph. 3.2 above {or their specified average total cost of consumption). but the actual
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9-18
(a) production capacity of the Facihties attained m the guarantee test ninety-five
percent (95%) of the guaranteed production capa ty 1the values offered by the
Contractor in its bid for functional guarantees represents 100-o)
and/or
(b) average total cost of consumption of all the raw matenals and utll1tres of the
Facilities: one hundred and five percent (1050) of the guaranteed figures (the
figures offered by the Contractor in its bid for functronal guarantees represents
100%).
Subject to paragraph. 4.1 above, the Contractor's aggregate liability to pay liquidated damages fOf
failure to attain the functional guarantees shall not exceed 10% of the Contract Amount
.. .-
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Sec1J011 IX. Contract Fonns 9-19
shipment
I Covering bodily injury or death suffered by third parties (including the Employer's personnel)
and loss of or damage to property (including the Employer's property and any parts of the
Facilities that have been accepted by the Employer) occurring in connection with the supply
and installation of the Facilities.
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9-20
------1111 Section IX. Conlrad Fonns
The Employer shall be named as co-insured under all insurance policies taken out by the Contractor
pursuant to GC Sub-Clause 38.1, except for the Third Party Liabiltty, Workers' Compensation and
Employer's Liability Insurances, and the Contractor's Sub-Contractors shall be named as co-insured's
under all insurance policies taken out by the Contractor pursuant to GC Sub-Clause 38.1, except for
the Cargo, Workers' Compensation and Employer's Liability Insurances. All insurers' rights of
subrogation against such co-insureds for losses or claims arising out of the performance of the
Contract shall be waived under such policies.
I
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. --- .. -, ... ..,~,,,v,,,---,-.;;.;;;;:::=;;;:=::::=::;;;:::i
Prices payab~e to the Co~tractor for the items listed below, .in accordance with the Contract, shall be
subject to ad1ustment during perfo~mance of the C~ntract ,n accordance with the following formula:
The Contractor subsequently appointed. sh~II submit an updated list of the specified items showing
th Manufacturer's Recommended Retail Prrce and the percentage of positive or negative movement
in ~hat price at that date. The Employer will provide the dates to be used.
Base Price %
Date]
[Date 21 Price Date 2
I {Date
(Date 3]
Etc
2J Price Date 2
Price Date 3
etc
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e License Agreement
Appendix 13. Sottwar
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Procurement of IT Products and Servioes BiddingDoo.lMnl b-
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a
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Appendix 15. Minutes of Contract Finalization Discussions and Agreed
Contract Amendments
The attached Contract amendments (if any) shall form part of this Contract Agreement and
drfferences exist, shall supersede the relevant clauses in the GC. PC. Schedule of Requirem~ ~here
other parts of this Contract as defined in GCC Clause 1.1. n s. or
.,.
... I -
p~ al IT Pl'OQJdland SeMc:e.
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2 Performance and Advance Payment Security Forms
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2.1 Performance Security Form (Bank Guarantee)
Date: [date]
We have been informed that on [date of award}~u awarded ~ontract No. 9ontract number) for {title
and/or brief description of the Contract} (hereinafter called the Contract ) to [complete name of
Contractor} (hereinafter called "the Contractor"). Furthermore, we understand that, according to the
conditions of the Contract, a performanceguarantee is required.
At the request of the Contractor, we hereby irrevocably undertake to pay you any sum(s) not
exceeding [amount(s)1 in figures and words} upon receipt by us of your first demand in writing
declaring the Contractor to be in default under the Contract, without cavil or argument, or Your
needing to prove or to show grounds or reasons for your demand or the sum specified therein.
On the date of your issuing, to the Contractor, the Operational Acceptance Certificate for the IT
Products and/or Services, the value of this guarantee will be reduced to any sum(s) not exceeding
[amount(s)1 in figures and words]. This remaining guarantee shall expire no later than [number and
select: of months/of years (of the Waffanty Period that needs to be covered by the remaining
guarantee)} from the date of the Operational Acceptance Certificate for the IT Products and/or
Services,2 and any demand for payment under it must be received by us at this office on or before
that date.
This guarantee is subject to the Uniform Rules for Demand Guarantees, ICC Publication No. 458,
except that subparagraph(ii) of Sub-article 20 (a) is hereby excluded.
[Signature(s)J
The Bank shall insert the amount(s) specified and denominated in the PC for GC Clauses 13.3(a)
and 13.3(d) respectively, ttlther in the currency(ies) of the Contract or a freely convertible currency
acceptable to the Employer.
In this sample form, the formulationof this paragraph reflects the usual PC provisions for GC
Clause 13.3. However, if the PC for GCC Clauses 13.3(a) and 13.3(d) varies from the usual
provisions, this paragraph, and possibly the previous paragraph, need to be adjusted to precisely
reffect the provisions specified in the PC.
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r SectlO!'I IX. Contract Forms
f}-27
Date: {date]
.... , We have been informed that on [date of award] you awarded Contract No. {Contract number] for [title
and/or brief description of the Contract] (hereinafter called "the Contract") to [complete name of
Contractor] (hereinafter called "the Contractor"). Furthermore. we understand that. according to the
conditions of the Contract. an advance payment in the sum of {amount in numbers and words, for
each currency of the advance payment] is to be made to the Contractor against an advance payment
guarantee.
At the request of the Contractor, we hereby irrevocably undertake lo pay you any sum or sums not
exceeding in total the amount of the advance payment referred lo above, upon receipt by us of your
first demand in writing declaring that the Contractor is in breach of ils obligations under lhe Contract
because the Contractor used lhe advance payment for purposes other than toward the proper
execution of the Contract.
It is a condition for any claim and payment to be made under this guarantee that the advance
payment referred to above must have been received byte Contractor on ifs account [number and
domicile of the account].
For each payment after the advance payment, which you will make tithe Contractor under this
Contract, the maximum amount of this guarantee shall be reduced by the ninth part of such payment.J
At the time at which the amount guaranteed becomes nil, this guarantee shall become null and void,
whether the original is returned to us or not.
This guarantee is subjectto the Uniform Rules for Demand Guarantees, ICC Publication No. 458.
{S1gnature(s)]
This sample formulation assumes an Advance Payment of 10% of the Contract Price excluding
Recutren! Costs, and implementation of the main option proposed by this MBD in the PC for GCC
Clause 13. 2(b) for gradually reducing the value of the Advance Payment Security. If the Advance
Payment is other than 10%, or if the reduction in amount of the security follows a different
approach, this paragraph would need to be adjusted and edited accordingly.
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3 Installation and Acceptance Certificate
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3.1 Installation Certificate
Signed:
Date:
in the capacity of: [state: "ProjectManager" or state the title of a higher level authority in the
Employer's organizationJ
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3.2 Operational Acceptance Certificate
Date: [date]
[Joan or creditnumber from IFB]
Loan/Credit Number:
IFB: [title and number of IFB]
[name of JT Products and/orServices or Subsystem and
Contract:
number of Contract)
Pursuant to GCC Clause 27 (Commissioning and Operational Acceptance) of the Contract entered
into between yourselves and the {name of Employer) (hereinafter the "Employer") dated {date of
Contract), relating to the {brief description of the Information Technology Products and/orServices J.
we hereby notify you the IT Products and/or Services (or the Subsystem or major component
identified below) successfully completed the Operational Acceptance Tests specified in the Contract
In accordance with the terms of the Contract, the Employer hereby takes over the IT Products and/or
Services (or the Subsystem or major component identified below), together with the responsibility for
care and custody and the risk of loss thereof on the date mentioned below.
1. Description of the IT Products and/or Services (or Subsystem or major component):
{description]
2. Date of Operational Acceptance: {date)
This letter shall not relieve you of your remaining performance obligations under the Contract nor of
your obligations during the Warranty Period.
Signed:
Date:
in the capacity of: [ state: "ProjectManager" or higher level authority in the Employer'sorganizationJ
~Procurem~~en~tooffll~TPProducts~x:isaiand~Setvices~~-
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Bidding Doainentfor
ADB-PDEIP llTranche1-AMI Project !ESCO pac;kag81
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~~ L Con:ract Forms
9-Jf
Date: [date]
loan/Credit Number: [loan or creditnumber from /FBJ
IFB (title and number of IFBJ
Contract: [name of IT Products and/or Services or Subsystem and
number of Contract]
General
This section provides samples of procedures and forms for carrying out changes to the IT
Products and/or Services during the performance of the Contract in accordance with GCC
Clause 43 (Changes to the IT Products and/or Services) of the Contract.
Change Order Log
The Contractor shall keep an up-to-date Change Order Log to show the current status of
Requests for Change and Change Orders authorized or pending. Changes shall be entered
regularly in the Change Order Log to ensure that the log is kept up-to-date. The Contractor shall
attach a copy of the current Change Order log in the monthly progress report to be submitted
to the Employer.
References to Changes
(1 ) Request for Change Proposals (including Application for Change Proposals) shall be
serially numbered CR-nnn.
(2) Change Estimate Proposals shall be numbered CN-nnn.
(3) Estimate Acceptancesshall be numbered CA-nnn.
(4) Change Proposals shall be numbered CP-nnn.
(5) Change Orders shall be numbered CO-nnn.
On all forms, the numbering shall be determined by the original CR-nnn.
Annexes
4.1 Request for Change Proposal Form
4.2 Change Estimate Proposal Form
4.3 Estimate Acceptance Form
4.4 Change Proposal Form
4.5 Change Order Form
4.6 Application for Change Proposal Form
I..
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l :
Date: (date]
Loan/Credit Number: (loan or credit number from IFBJ
IFB: [title and number of IFBJ
Contract: {name of IT Products and/or Services or Subsystem or
number of Contract]
With reference to the above-referenced Contract, you are requested to prepare and submit a Change
Proposal for the Change noted below in accordance with the following instructions within [number]
days of the date of this letter.
8. Procedures to be followed:
(a) Your Change Proposal will have to show what effect the requested Change wiH have on
the Contract Price.
(b) Your Change Proposal shall explain the time it will take to complete the requested
Change and the impact, if any, it will have on the date when Operational Acceptance of
the entire IT Products and/or Services agreed in the Contract.
l d
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5edi<>ll IX. Contract Forms
{c) If you believe implementation of the requested Change will have a ~at,ve impact on the
quality, operability, or integrity of the IT Products and/or Services, please provide a
detailed explanation, including other approaches that might achieve the same impact as
the requested Change.
(d) You should also indicate what impact the Change will have on the number and mix of
staff needed by the Contractor to perform the Contract.
(e) You shall not proceed with the execution of work related to the requested Change un~
we have accepted and confirmed the impact it will have on the Contract Pnce and the
Implementation Schedule in writing.
9. As a next step, please respond using the Change Estimate Proposal form, indicating how much
it will cost you to prepare a concrete Change Proposal that will describe the proposed approach
for implementing the Change, all its elements, and will also address the points in paragraph 8
above pursuant to GCC Clause 43.2. Your Change Estimate Proposal should contain a first
approximation of the proposed approach, and implications for schedule and cost, of the
Change.
Signed:
Date:
in the capacity of: (state: "Project Manager" or higher level authority in the Employer'sorganizalion]
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4.2 Change Estimate Proposal Form (Contractor)
(Contractor's Letterhead)
Date: {date]
Loan/Credit Number: [loan or credit number from IFBJ
IFB: {title and number of IFBJ
Contract: [name of IT Products and/or Services or Subsystem and
number of Contract]
With reference to your Request for Change Proposal, we are pleased to notify you of the approxima~e
cost of preparing the below-referenced Change in accordance with GCC Clause 43.2 of the ContraCL
We acknowledge that your agreement to the cost of preparing the Change Proposal, in accorcance
with GCC Clause 43.2, is required before we proceed to prepare the actual Change Proposal
including a detailed estimate of the cost of implementing the Change itself.
Signed:
Date:
in the capacity of: (state: eontractor's Representative" or other higher level auth<riY in the ,
Contractor'sorganization]
.
t
t
I
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r
Sec::liOI' IX. Contract Fonns 9-35
(Employer's Letterhead)
Date: [date]
Loan/Credit Number: [Toan or creditnumber from IFBJ
IFB: [title and number of IFBJ
Contract: {name of IT Products and/or Services or Subsystem and
number of Contract]
We hereby accept your Change Estimate and agree that you should proceed with the
preparation of a formal Change Proposal.
In the event that we decide not to order the Change referenced above, you shall be entitled to
compensation for the cost of preparing the Change Proposal up to the amount estimated for this
purpose in the Change Estimate Proposal, in accordance with GCC Clause 43 of the General
Conditions of Contract.
Signed:
Date:
in the capacity of: [state: "Project Manager" or higher level authority in the Employer'sorganization]
L
ADB.PDEIP llTranche1-AMI Project IESCO Package 1
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4.4 Change Proposal Form (Contractor)
(Contractor's Letterhead)
Date: (date)
poan or credit number from IFBJ
Loan/Credit Number:
IFB: [title and number of JFB]
(name of IT Products and/or Services or Subsystem and
Contract:
number of Contract]
In response to your Request for Change Proposal No. (: number], we hereby submit our
proposal as follows:
6. The IT Products and/or Services Subsystem, major component, or equipment that will be
affected by the requested Change: [description]
8. Estimate of the increase/decrease to the Contract Price resulting from the proposed Change:
[amount in currencies of Contract), as detailed below in the breakdown of prices. rates, and
quantities.
Total lump sum cost of the Change:
Cost to prepare this Change Proposal (i.e., the amount payable if the Change is not accepted,
limited as provided by GCC Clause 39.2.6):
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~.Aian IX- Contract Fonns 9-37
~
Additional Time for Achieving Operational Acceptance required due to the Change: [amount in
9. days I weeks}
Validity of this Proposal: for a period of {number) days after receipt of this Proposal by the
12.
employer
Procedures to be followed:
13.
(a) You are requested to notify us of your acceptance, comments. or rejection of this detailed
Change Proposal within {number] days from your receipt of this Proposal.
The amount of any increase and/or decrease shall be taken into account in the
(b)
adjustment of the Contract Price.
Signed:
Date:
in the capacity of: {state: "Contractor's Representative or other higher level authonty in the
ContractOf'sorganization)
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4.5 Change Order Form (Employer)
(Employer's Letterhead)
Date: {date]
{Toan or credit number from IFB]
Loan/Credit Number:
IFB: [title and number of IFB]
{name of IT Products and/or Services or Subsystem and
Contract:
number of Contract]
We hereby approve the Change Order for the work specified in Change Proposal No. [number].and
agree to adjust the Contract Price, Time for Completion, and/or other conditions of the Contract in
accordance with GCC Clause 39 of the Contract.
[amount in foreign currency A] plus [amount in foreign currency BJ plus [ amount in foreign
currency CJplus {amountin local currency]
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na of th eon r-C)(
IJ(,Q-flillot
k'".0'I ~ '1' 11 f, .n, .,. AM1 Pr.-.K'I ,r '"CO p ,qt
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4.6 Application for Change Proposal Form (Contractor)
(Contractor's Letterhead)
Date: {date]
Loan/Credit Number: {loan or credit number from IFBJ
IFB: [titleand number of IFBJ
Contract: [name of IT Products and/orServices or Subsystem and
number of Contract]
We hereby propose that the below-mentioned work be treated as a Change to the IT Products and/or
Services.
Signed:
Date:
In the capacity of: [state: "Contractor's Representative" or higher level authority in the Contractor's
organization}
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