MODIFICATION
R -- India and Pakistan Refinery Sector Definitional Mission
- Notice Date
- 9/2/2005
- Notice Type
- Modification
- NAICS
- 541611
— Administrative Management and General Management Consulting Services
- Contracting Office
- United States Trade and Development Agency, USTDA Contracts Office, USTDA, 1000 Wilson Boulevard, Suite 1600, Arlington, VA, 22209-3901
- ZIP Code
- 22209-3901
- Solicitation Number
- USTDA-05-Q-21-354
- Response Due
- 9/19/2005
- Archive Date
- 10/4/2005
- Small Business Set-Aside
- Total Small Business
- Description
- 6 PROJECT DESCRIPTIONS AND PROFILE The purpose of this DM is twofold: to identify projects and delegates for an India Refineries Orientation Visit, and to evaluate projects in the refinery sector in India and Pakistan that meet USTDA funding criteria. The refinery sector is undergoing major changes in both India and Pakistan, due to increasingly stringent environmental regulations as well as changing demands in the refined products market. In India, refineries are faced with a need to both quantitatively and qualitatively upgrade their production. The Government of India has supported a number of initiatives to promote cleaner fuels, including more stringent environmental standards, such as the reduction of sulfur content in fuels. In addition, the market for petroleum products is changing quickly; with demand for petroleum products growing at a steady rate of 7% per annum, petroleum product production is predicted to increase from present 110MMTPA to 368MMTPA over the next 20 years. India is experienced in the efficient operation of petroleum refineries, but the huge capital and technological requirements for major expansions will require foreign expertise. U.S. companies are particularly competitive in this sector, and it is expected that the downstream sector in India will require investments of at least $10 billion over the next five years. To take advantage of these changes in the Indian refinery sector, USTDA approved funding for an India Refineries Modernization Orientation Visit (OV) in March 2005. This OV will introduce delegates to U.S. companies with appropriate technologies and services for substantial refinery upgrades intended to increase supply of value added products, improve efficiency and meet new specifications for cleaner fuel. This is an active and promising sector in India, and we believe the OV?s impact would be strengthened by additional project definition. For this reason, the DM Contractor will be expected to research the Indian sector thoroughly and meet with promising project sponsors for inclusion in the OV. The information gathered by the DM Contractor will be given to the OV Contractor to plan an effective and focused Orientation Visit. Specifically, the DM Contractor will be expected to gather detailed information on 6-8 projects and recommend appropriate delegates for the OV. The DM Contractor will not be expected to provide a Terms of Reference or budget for the projects in India relating to the OV. Instead, the Contractor will be asked to provide a summary of each project, a list of recommended delegates, and a list of potential site visits and meetings to be included in the OV itinerary. These projects must be described and assessed in detail along USTDA guidelines (see Section 3 of this contract for relevant criteria). The DM Contractor shall also provide detailed information on which U.S. companies are already involved in this sector in India. In general, the DM Contractor will be expected to liaise with the OV Contractor upon award of the DM contract, and throughout the duration of the DM contract, as needed. In identifying projects and individuals to be included in the OV, the DM Contractor will be expected to meet and work closely with the Department of Energy (DOE) and the Environmental Protection Agency (EPA), each of which has bilateral programs for cleaner fuels in India. In Pakistan, energy consumption has nearly tripled in the last 20 years to an annual consumption of approximately 17.5 million tons of petroleum products. Pakistan is experiencing a rapid growth in consumption of petroleum products, at a rate of about 5-7% per annum. Imports of crude and petroleum products have escalated in recent years, fueling concerns over energy security and national debt. Pakistan?s natural gas reserves are estimated at about 27 trillion cubic feet, which places the country fourth in Asia, behind Malaysia, Indonesia and China. The energy policy of Pakistan is to focus on the development of indigenous resources including hydropower, coal, and natural gas in order to avoid petroleum imports. Pakistan has also implemented stricter environmental regulations, and the government is encouraging refineries to meet and/or exceed the standards that have been established. These increasingly stringent environmental regulations, coupled with decreased demand for fuel furnace oil, are forcing refineries in Pakistan to undergo substantial upgrades to stay in operation and to meet future petroleum product specifications. USTDA has provided funding for feasibility studies for upgrades at two of Pakistan?s refineries, which are progressing well. The DM Contractor would be expected to provide updates on these two projects and identify further projects for USTDA funding in Pakistan. The DM Contractor will be expected to travel to the region to meet with relevant government officials, project sponsors, U.S. companies, U.S. Embassy officials and financial institutions. The DM Contractor must be able to mobilize and travel shortly after the contract award. Annex I IMPACT ON U.S. LABOR STATEMENT The Foreign Operations, Export Financing and Related Programs Appropriations legislation restricts U.S. foreign assistance from being used to provide: (a) any financial incentive to a business enterprise currently located in the United States for the purpose of inducing such an enterprise to relocate outside the United States if such incentive or inducement is likely to reduce the number of employees of such business enterprise in the United States because United States production is being replaced by such enterprise outside the United States; (b) assistance for any project or activity that contributes to the violation of internationally recognized workers rights; and (c) direct assistance for establishing or expanding production of any commodity for export by any country other than the United States, if the commodity is likely to be in surplus on world markets at the time the resulting productive capacity is expected to become operative and if the assistance will cause substantial injury to United States producers of the same, similar, or competing commodity. Annex II USTDA Nationality Requirements The purpose of USTDA's nationality, source, and origin requirements is to assure the maximum practicable participation of American contractors, technology, equipment and materials in the pre-feasibility, feasibility, and implementation stages of a project. USTDA STANDARD RULE (GRANT AGREEMENT STANDARD LANGUAGE): Except as USTDA may otherwise agree, the following provisions shall govern the delivery of goods and services funded by USTDA under this Grant Agreement: (a) for professional services, the Contractor must be either a U.S. firm or U.S. consultant; (b) the Contractor may use U.S. subcontractors without limitation, but the use of subcontractors from host country may not exceed twenty percent (20%) of the USTDA Grant amount and may only be used for specific services from the Terms of Reference identified in the subcontract; (c) employees of U.S. Contractor or U.S. subcontractor firms responsible for professional services shall be U.S. citizens or non-U.S. citizens lawfully admitted for permanent residence in the U.S.; (d) goods purchased for implementation of the Study and associated delivery services (e.g., international transportation and insurance) must have their nationality, source and origin in the United States; and (e) goods and services incidental to Study support (e.g., lodging, food, and transportation) in host country are not subject to the above restrictions. USTDA will make available further details concerning these standards of eligibility upon request. NATIONALITY: 1. Rule Except as USTDA may otherwise agree, the Contractor for USTDA funded activities must be either a U.S. firm or a U.S. consultant. Prime contractors may utilize U.S. subcontractors, but the use of host country subcontractors is limited to 20% of the USTDA grant amount. 2. Application Accordingly, only a U.S. firm or U.S. consultant may submit proposals on USTDA-funded activities. Although those proposals may include subcontracting arrangements with host country firms or individuals for up to 20% of the USTDA grant amount, they may not include subcontracts with third country entities. U.S. firms submitting proposals must ensure that the professional services funded by the USTDA grant, to the extent not subcontracted to host country entities, are supplied by employees of the firm or employees of U.S. subcontractor firms who are U.S. individuals. Interested U.S. firms and consultants who submit proposals must meet USTDA nationality requirements as of the due date for the submission of proposals and, if selected, must continue to meet such requirements throughout the duration of the USTDA-financed activity. These nationality provisions apply to whatever portion of the Terms of Reference is funded with the USTDA grant. 3. Definitions A "U.S. individual" is (a) a U.S. citizen, or (b) a non-U.S. citizen lawfully admitted for permanent residence in the U.S. (a green card holder). A "U.S. consultant" is (a) a U.S. citizen whose principal place of business is in the United States, or (b) a non-U.S. citizen lawfully admitted for permanent residence in the U.S. (a green card holder) whose principal place of business is in the U.S. A "U.S. firm" is a privately owned firm which is incorporated in the U.S., with its principal place of business in the U.S., and which is either (a) more than 50% owned by U.S. individuals, or (b) has been incorporated in the U.S. for more than three (3) years prior to the issuance date of the request for proposals; has performed similar services in the U.S. for that three (3) year period; employs U.S. citizens in more than half of its permanent full-time positions in the U.S.; and has the existing capability in the U.S. to perform the work in question. A partnership, organized in the U.S. with its principal place of business in the U.S., may also qualify as a "U.S. firm" as would a joint venture organized or incorporated in the United States consisting entirely of U.S. firms and/or U.S. individuals. A nonprofit organization, such as an educational institution, foundation, or association may also qualify as a "U.S. firm" if it is incorporated in the United States and managed by a governing body, a majority of whose members are U.S. individuals. SOURCE AND ORIGIN: 1. Rule In addition to the nationality requirement stated above, any goods (e.g., equipment and materials) and services related to their shipment (e.g., international transportation and insurance) funded under the USA Grant Agreement must have their source and origin in the United States, unless USTDA otherwise agrees. However, necessary purchases of goods and project support services which, are unavailable from a U.S. source (e.g., local food, housing and transportation) are eligible without specific USTDA approval. 2. Application Accordingly, the prime contractor must be able to demonstrate that all goods and services purchased in the host country to carry out the Terms of Reference for a USTDA Grant Agreement that were not of U.S. source and origin were unavailable in the United States. 3. Definitions "Source" means the country from which shipment is made. "Origin" means the place of production, through manufacturing, assembly or otherwise. Questions regarding these nationality, source and origin requirements may be addressed to the USTDA Office of General Counsel by calling (703) 875-4357. PLEASE SEE AMENDMENT 3 FOR REMAINDER OF STATEMENT OF WORK
- Place of Performance
- Address: Headquarters, USTDA, 1000 Wilson Boulevard, Suite 1600, Arlington, Virginia
- Zip Code: 22209-3901
- Country: USA
- Zip Code: 22209-3901
- Record
- SN00886370-W 20050904/050902212721 (fbodaily.com)
- Source
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