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Extension of Expression of Interest (EoI) for Technology Tie- up for Reversible Pump-Turbine and/or Generator Motor for PSS application Notice for Extension of EoI Due date for EoI for Technology tie-up for Reversible Pump-turbine and /or Generator-motor for Pump Storage System (PSS) Subject: Expression of Interest (EoI) for EoI for Technology tie-up for Reversible Pump-turbine and /or Generator-motor for Pump Storage System This has reference to the invitation for EoI notice dated 01.02.2017 published on our website www.bhel.com with the last date extended for receiving the response as 31.03.2017. The due date for receiving the proposals against the EoI has now been extended up to 01.05.2017. Interested parties may submit their response to our EoI necessarily be accompanied with details on Company background, product profile, Reference list of customers, customer certificates, Product data sheet and annual audited financial reports for last 3 (three) years including auditor’s report by the above date. In case any further information is required, kindly feel free to contact us. Your response may be sent to the following address: Additional General Manager Technology Licensing (TL) Bharat Heavy Electricals Limited BHEL House, Siri Fort New Delhi – 110049 - India Phone: +91 1166337210 Fax: +91 1126492974 Email: [email protected]

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Page 1: Extension of Expression of Interest (EoI) for … of Due Date- EoI for...Subject: Expression of Interest (EoI) for EoI for Technology tie-up for Reversible Pump-turbine and /or Generator-motor

Extension of Expression of Interest (EoI) for Technology Tie- up for

Reversible Pump-Turbine and/or Generator Motor for PSS application

Notice for Extension of EoI Due date for EoI for Technology tie-up for Reversible Pump-turbine and /or Generator-motor for Pump Storage System (PSS)

Subject: Expression of Interest (EoI) for EoI for Technology tie-up for Reversible Pump-turbine

and /or Generator-motor for Pump Storage System

This has reference to the invitation for EoI notice dated 01.02.2017 published on our website

www.bhel.com with the last date extended for receiving the response as 31.03.2017. The due

date for receiving the proposals against the EoI has now been extended up to 01.05.2017.

Interested parties may submit their response to our EoI necessarily be accompanied with details

on Company background, product profile, Reference list of customers, customer certificates,

Product data sheet and annual audited financial reports for last 3 (three) years including auditor’s

report by the above date.

In case any further information is required, kindly feel free to contact us.

Your response may be sent to the following address:

Additional General Manager

Technology Licensing (TL)

Bharat Heavy Electricals Limited

BHEL House, Siri Fort

New Delhi – 110049 - India

Phone: +91 1166337210

Fax: +91 1126492974

Email: [email protected]

Page 2: Extension of Expression of Interest (EoI) for … of Due Date- EoI for...Subject: Expression of Interest (EoI) for EoI for Technology tie-up for Reversible Pump-turbine and /or Generator-motor

Expression of Interest (EoI) for Technology Tie-up for

Reversible Pump-Turbine and/or Generator Motor for PSS application

Page 1 of 11

Subject: Technology Collaboration for Reversible Pump-turbine and/or Generator-Motor

for Pump-Storage System

1) Introduction This Expression of Interest (EoI) seeks response from Original Equipment Manufacturers (OEMs) meeting the requirements of this EoI and willing to be associated with BHEL through a license & technology collaboration agreement on long term basis to enable BHEL to design, engineer, manufacture, assemble, test, supply, erect, commission, repair, retrofit and service the reversible Pump-turbine and/or Generator-Motor for Pump-Storage System.

1.1) About Bharat Heavy Electricals Limited (BHEL)

BHEL is a leading state owned company, wherein Government of India is holding 63.06% of its equity. BHEL is an integrated power plant equipment manufacturer and one of the largest engineering and manufacturing organization in India, catering to the core infrastructure sectors of Indian economy viz. energy, transportation, heavy engineering industry, defence, renewable and non-conventional energy. The energy sector covers generation, transmission and distribution equipment for hydro, thermal, nuclear and solar photo voltaic. BHEL has been in this business for more than 50 years and BHEL supplied equipment account for more than 57% of the total thermal generating capacity in India. BHEL is also listed in Indian stock exchanges. The company has 17 manufacturing units, 4 power sector regions, 8 service centers, 8 overseas offices and 15 regional offices besides host of project sites spread all over India and abroad. The annual turnover of BHEL for the year 2015-16 was US$ 4 Billion*. BHEL’s highly skilled and committed manpower of approximately 42198 employees, the state of art manufacturing facilities and latest technologies, has helped BHEL to deliver a consistent track record of performance. To position leading state owned companies as Global Industrial giant & as a recognition for their exemplary performance, Government of India categorized BHEL as “Maharatna Company” in 2013, empowering the company with enhanced autonomy in decision making. With the current order book exceeding US $ 16.7 Billion*, BHEL is poised for excellent future growth. Our major technology tie-ups include agreements with GE, USA (for Gas Turbines and Super-Critical Boilers & Pulverisers); Siemens, Germany (for Steam Turbines, Generators and Condensers); Metso Automation Inc., Finland (for Control & Instrumentation); MHI, Japan (for Pumps); MHPS, Japan (for Flue Gas Desulfurization Systems); Vogt Power International, USA (for HRSG); NP S.r.l, Italy (for Compressors); Turbo Lufttechnik, Germany (for Fans) and Sheffield Forge Masters International, UK (for Forgings). More details about the entire range of BHEL’s products and operations can be obtained by visiting our web site www.bhel.com.

1.2) BHEL’s experience in Reversible Pump-turbine and/or Generator-Motor for Pump-

Storage System BHEL’s Heavy Electrical Plant (HEP) located at Bhopal is responsible for manufacturing of various rating of Hydro Turbines, Generators, Pumps, Motors and associated equipment and BHEL’s Electronics Division, Bengaluru is responsible for manufacturing of various rating of Excitation and Control & Monitoring equipment for Power Projects since past 50 years. At present India is having pump storage installations of around 4804 MW in 11 different project locations out of which BHEL was associated in six projects having cumulative installation of 3390 MW.

[*Note: Currency conversion rate considered: 1 US $=Rs 66.33 as on 31st March 2016]

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Expression of Interest (EoI) for Technology Tie-up for

Reversible Pump-Turbine and/or Generator Motor for PSS application

Page 2 of 11

2) Scope of cooperation: BHEL is seeking response from reputed OEMs for technology transfer & collaboration on a long term basis for design, engineer, manufacture, assemble, test, supply, erect, commission, repair, retrofit and service the reversible Pump-turbine and/or Generator-Motor for Pump-Storage applications.. BHEL intends to manufacture these reversible Pump-turbines and/or Generator-Motors for Pump-Storage System under a long term licensing & technology transfer agreement which could be operationalized with transfer of technology. Interested parties/prospective collaborator meeting requirement of this EoI are invited to respond to this EoI. BHEL prefers to collaborate with the OEM having both i.e. reversible pump-turbine and Motor-Generator, however OEMs having only one technology may also participate in the EoI. Upon receipt of responses against EoI from OEMs, BHEL will review the responses to ascertain suitability of the offer made by the prospective collaborator and shortlist the OEMs for further discussions. Detailed discussions on commercial and other terms and conditions to finalise the Technology Collaboration Agreement(TCA) shall be held with shortlisted OEMs/Prospective Collaborators. The detailed terms and conditions for such a paid-up license agreement shall be mutually agreed upon. Indicative scope of technology transfer for reversible Pump-turbine and/or Generator-Motor for Pump-Storage System are given in Annexure-1. Business sharing option, during the initial period of technology assimilation by BHEL can also be considered.

3) Pre-Qualification Requirement (PQR):

The Prospective Collaborator / Licensor shall meet all of the following qualification requirements as on the date of submission of EoI:

A. General Experience:

I. Willingness to participate in tenders:

Prospective Collaborators should be willing to participate in tenders with BHEL for Pump Storage Scheme as per tender conditions.

II. The Prospective Collaborator / Licensor shall meet the following conditions as on

the date of submission of EoI:

At least Fifteen (15) years of experience in design, engineering, manufacturing, supply, testing, erection/supervision of erection and commissioning/supervision of commissioning of Reversible Pump-Turbines and/or Motor-Generators for Pump- Storage Systems (PSS) / Hydro Electric Projects.

As a prime contractor, lead partner in a Joint Venture / Consortium or EPC contractor of executing at least Five (5) nos. Pump- Storage Systems (PSS) of contract valuing at least USD 44 Million or INR 300 Cr. for each Project. Further, out of these Five (5) Projects, Two (2) nos. PSS should have executed in last Fifteen (15) years as a supplier of Reversible Pump-Turbine or Motor-Generator or both.

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Expression of Interest (EoI) for Technology Tie-up for

Reversible Pump-Turbine and/or Generator Motor for PSS application

Page 3 of 11

B. Specific Experience: The Prospective Collaborator / Licensor should have experience of successfully and substantially completion of works covering:

i. Design, engineering, manufacturing, testing, supply and erecting / supervising

erection and commission / supervising commission of at least Five (5) nos. reversible Pump Turbines of minimum 100 MW at 5 different pumped storage stations. Out of these Five (5) nos., at least two (2) nos. Reversible Pump Turbines should have been executed in last Fifteen (15) years from the date of this EoI. Also, out of these Five (5) nos., at least one (1) no. Reversible Pump Turbine should be of minimum 200 MW rating. Each of these Five (5) Reversible Pump Turbines should have completed successful operation for a period of minimum two (2) years as on the date of this EoI.

AND / OR

ii. Design, engineering, manufacturing, testing, supply and erecting / supervising

erection and commission / supervising commission of at least Five (5) nos. Reversible Generator-Motor of minimum 100 MW (50Hz or 60Hz) along with excitation system at 5 different pumped storage station. Out of these Five (5) nos., Two (2) nos. shall be executed in last fifteen (15) years from the date of this EoI. Also out of these Five (5) nos., at least one (1) No shall be of minimum 200 MW and at least Two (2) nos. shall be of variable speed design. These Five (5) nos. Reversible Generator-Motor should have completed min. 2 year of successful operation as on the date of EoI.

Relevant proof along with the optimum efficiency, head, and discharge pertaining to each pump and/or turbine mode and reference list is to be submitted (as per Annexure-4)

4) Brief Description of EoI Process:

The interested Prospective Collaborators shall ensure that their response along with annexures (Indicative technical features of Reversible Pump-turbine and/or Generator-Motor as per Annexure-2A, 2B) Experience in the field of reversible Pump-turbine and/or Generator-Motor for Pump-Storage System as per Annexure- 3A, 3B and Detailed product reference for major supplies in last 15 years as per Annexure-4) are received by BHEL on or before 21st February 2017. The response shall necessarily be accompanied with details on Company background, product profile, Reversible Pump-turbine and/or Generator-Motor for Pump-Storage System proposed along with its technical details, Reference list of Customers using the proposed model, List of approvals / conformance certificates from the customer, Product data sheet and annual audited financial reports for last 3 (three) years including auditor’s report. In case any further information is needed, kindly feel free to contact us. The respondent shall submit their offer with all annexures duly signed. Your response may be sent to the following address: Additional General Manager Technology Licensing (TL) Bharat Heavy Electricals Limited BHEL House, Siri Fort New Delhi – 110049, India Phone: +91 11 66337210 Fax: +91 11 26492974

Email: [email protected]

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Expression of Interest (EoI) for Technology Tie-up for

Reversible Pump-Turbine and/or Generator Motor for PSS application

Page 4 of 11

5 Miscellaneous:

5.1 Right to accept or reject any or all Applications:

a) Notwithstanding anything contained in this EoI, BHEL reserves the right to accept or

reject any Application and to annul the EoI Process and reject all Applications, at any time without any liability or any obligation for such acceptance, rejection or annulment, and without assigning any reasons therefore. In the event that BHEL rejects or annuls all the Applications, it may, at its discretion, invite all eligible OEMs/Suppliers to submit fresh Applications.

b) BHEL reserves the right to disqualify any Applicant during or after completion of EoI process, if it is found there was a material misrepresentation by any such Applicant or the Applicant fails to provide, within the specified time, supplemental information sought by BHEL.

c) BHEL reserves the right to verify all statements, information and documents submitted by the Applicant in response to the EoI. Any such verification or lack of such verification by BHEL shall not relieve the Applicant of his obligations or liabilities hereunder nor will it affect any rights of BHEL.

5.2 Governing Laws & Jurisdiction

The EoI process shall be governed by, and construed in accordance with, the laws of India

and the Courts at New Delhi (India) shall have exclusive jurisdiction over all disputes arising under, pursuant to and/ or in connection with the EoI process.

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Expression of Interest (EoI) for Technology Tie-up for

Reversible Pump-Turbine and/or Generator Motor for PSS application

Page 5 of 11

Annexure-1 Indicative Scope of Technology Transfer

a) Licensing and transfer of state-of-the-art technology relating to design, engineering, manufacturing, assembly, testing, supply, erection, commissioning, repair, retrofit and service reversible Pump-Turbine and/or Motor-Generator along with Excitation System for Pump- Storage Systems (PSS).

b) Seamless transfer of necessary design and manufacturing know how and know why for Reversible Pump-Turbine and/or Motor-Generator, all the electronic cards / sub-assemblies and power modules required to be used in Excitation System for Pump-Storage System

c) Transfer of all design, design calculations, manufacturing drawings, technical and quality surveillance assistance and supervision during manufacturing, erection, testing, commissioning of equipment.

d) Assistance in planning & establishing the new manufacturing, testing and assembly facilities & processes/ suitable augmentation at BHEL’s existing facilities/processes by way of expert advice in terms of identifying, sizing & selection of equipment / machinery required for manufacturing, their layout and foundation etc. Assistance for commissioning of the manufacturing facilities, design of special tools and dies, jigs & fixtures etc.

e) Transfer of applicable computer programs / software including Logics, engineering tools, commissioning tools and source code (wherever applicable).

f) Transfer of improvements/modifications/developments/up gradations to be carried out by the Applicant during the period of TCA for taking care of new market requirements and obsolescence. Subsequent updates required due to component obsolescence or updates implemented by Prospective Customer due to safety consideration would also be provided.

g) Training of BHEL Engineers to enable them design, engineer, manufacture, assemble, quality control, test, supply, install, commission, repair, retrofit and service Reversible Pump-Turbine and/or Motor-Generator along with Excitation System for Pump-Storage System.

h) Deputation of Collaborator’s experts to assist BHEL in absorbing the technology for Reversible Pump-Turbine and/or Motor-Generator along with Excitation System for Pump-Storage System.

i) Support through engineering services from Collaborator’s design office / manufacturing facilities for Reversible Pump-Turbine and/or Motor-Generator along with Excitation System for Pump-Storage System.

j) Transfer of information to enable BHEL to procure items from other vendors (not being manufactured by the Collaborator) for use in Reversible Pump-Turbine and/or Motor-Generator along with Excitation System for Pump-Storage System.

(SIGNATURE)

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Expression of Interest (EoI) for Technology Tie-up for

Reversible Pump-Turbine and/or Generator Motor for PSS application

Page 6 of 11

Annexure-2A

Indicative technical features of Reversible Pump-turbine for Pump-Storage System

for which Transfer of Technology is sought

Reversible pump-turbines for pumped storage plants including transfer of know-how and know-why of hydraulic & mechanical design, manufacturing technology, methodology of erection & commissioning:

1 Hydraulic design to include details like:

Neat line / Water passage drawing of turbine components from Spiral casing inlet to Draft tube exit including stay vanes profile, guide vane profile & runner blade profile

Pump performance curves and turbine universal characteristics Hydraulic calculations for Turbine hydraulic thrust, pump starting torque etc.

2 Mechanical design to include details like:

Structural design calculations Calculation of foundation loads Component design calculations like guide apparatus, labyrinth etc.

3 Auxiliary calculations like:

Cooling water calculations Water depression system calculations Pump start-up power calculations

4 Manufacturing technology of pump-turbine components

5 Guidelines and methodology for erection & commissioning

(SIGNATURE)

Page 8: Extension of Expression of Interest (EoI) for … of Due Date- EoI for...Subject: Expression of Interest (EoI) for EoI for Technology tie-up for Reversible Pump-turbine and /or Generator-motor

Expression of Interest (EoI) for Technology Tie-up for

Reversible Pump-Turbine and/or Generator Motor for PSS application

Page 7 of 11

Annexure-2B

Indicative technical features of Reversible Generator/ motor along with excitation

system for Pump-Storage System for which Transfer of Technology is sought

Reversible Generator-motor for pumped storage plants along with excitation system including transfer of know-how and know-why of electrical and mechanical design, manufacturing technology, methodology of erection & commissioning:

1 Generator -Motor above 100 MW, 50 to 60 Hz, Variable and fixed speed

2 The excitation system platform offered for technology transfer shall be the latest generation being marketed by the OEM i) with all the features required for variable speed PSS and ii) Controller shall be of reputed make and at least 32 bits.

3 The excitation system shall be suitable to be configured to meet redundancy requirements in the electronic hardware (controller level as well as I/O) as well as control functions like dual auto channel (closed loop voltage/MVAR) control and manual channel (field current regulator).

4 The excitation system platform being proposed for TCA shall have Qualified for type test for environmental conditions, mechanical stability and EMI/EMC immunity ( Details to be provided).

5 The excitation system being proposed shall be suitable for operation up to an ambient temperature of 55 deg C and relative humidity of 95% non-condensing.

6 The power convertor along with the sub-assemblies shall be covered under TCA.

7 The system shall have interface for connectivity with higher order control system / third party DCS system.

8 The excitation system shall have suitable local AND remote terminal for operation with GUI/HMI based software for parameter setting, commissioning, troubleshooting (trending & event recording) and upload/downloading the software. A GUI/HMI PC based Engineering tool shall be available for configuring project specific software.

(SIGNATURE)

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Expression of Interest (EoI) for Technology Tie-up for

Reversible Pump-Turbine and/or Generator Motor for PSS application

Page 8 of 11

Annexure -3A

Prospective Collaborator's Experience in the field of Reversible Pump-turbine and

Generator-Motor for Pump-Storage System.

Sl. No.

Requirement Prospective Collaborator’s

response YES/NO and remarks if any

a) Whether Prospective Collaborator has at least Fifteens (15) years of experience in Reversible Pump-Turbines for Pump-Storage System.

b) Whether Prospective Collaborator has at least Fifteens (15) years of experience in Reversible Motor-Generators along with Excitation System for Pump-Storage System.

c) Whether Prospective Collaborator has designed, engineered, manufactured, tested, supplied, erected/supervised erection & commissioned/supervised commissioning at least Five (5) nos. reversible Pump Turbines of minimum 100 MW at 5 different pumped storage stations. Out of these Five (5) nos., at least two (2) nos. Reversible Pump Turbines should have been executed in last Fifteen (15) years from the date of this EoI. Also, out of these Five (5) nos., at least one (1) no. Reversible Pump Turbine should be of minimum 200 MW rating. Each of these Five (5) Reversible Pump Turbines should be in successful operation for a period of minimum two (2) years as on the date of this EoI.

d) Whether Prospective Collaborator has designed, engineered, manufactured, tested, supplied and erected/supervised erection & commissioned/supervised commissioning at least Five (5) nos. reversible Generator-Motor along with excitation system of minimum 100 MW (50Hz or 60Hz) at 5 different pumped storage station. Out of these Five (5) nos., Two (2) nos. shall be executed in last fifteen (15) years from the date of this EoI. Also out of these Five (5) nos., at least one (1) No shall be of minimum 200 MW and at least Two (2) nos. shall be of variable speed design. These Five (5) nos. Reversible Generator-Motor should have completed min. 2 year of successful operation as on the date of EoI.

d) Whether the Prospective Collaborator is an Original Equipment Manufacturer (OEM) of the proposed Reversible Pump-Turbines and/or Motor-Generators for Pump-Storage System.

e) Whether the Prospective Collaborator is also Original Equipment Manufacturer (OEM) of the Excitation system for the offered Reversible Motor-Generators sets for Pump-Storage System.

f) Whether the prospective collaborator is an Original Equipment Manufacturer (OEM) and owns the IPRs of Excitation systems for variable speed PSS being proposed.

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Expression of Interest (EoI) for Technology Tie-up for

Reversible Pump-Turbine and/or Generator Motor for PSS application

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g) Whether the OEM has an experience of minimum 5 years in the design, manufacture and installation of Excitation system for variable speed PSS.

h) Whether Company background and its product profile along with technical details of reversible pump-turbine and/or Generator-motor being proposed enclosed.

i) Whether information on market share has been enclosed.

j) Whether Prospective Collaborator’s detailed reference list enclosed.

k) Whether Prospective Collaborator’s annual audited financial reports including auditor’s report for last 3 years enclosed.

l) Whether the Reversible Pump-Turbines and/or Motor-Generators along with Excitation System for Pump-Storage System offered for technology transfer is the latest being marketed by the Prospective Collaborator.

m) Whether customers (end users) letters / documentary evidence for satisfactory operation of Reversible Pump-Turbines and/or Motor-Generators along with Excitation System for Pump-Storage System, which is being offered to BHEL under this EoI enclosed.

n) Whether list of approvals/conformance certificates from the customer enclosed.

o) Whether the Prospective Collaborator owns the IPRs for the technology being proposed for transfer under the Technology Collaboration Agreement (TCA) or have an unencumbered right from the owner of the IPRs to sub-license the technology, if applicable. If yes, whether list of such IPRs enclosed.

p) Whether the Prospective Collaborator has any experience in establishing a new manufacturing testing and assembly facilities, if so please specify.

(SIGNATURE)

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Expression of Interest (EoI) for Technology Tie-up for

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Annexure -3B

OEM's Experience in the Field of Excitation systems:

Sl No

Requirement OEM’s Response

1 Whether the prospective collaborator is an Original Equipment Manufacturer (OEM) and owns the IPRs of Excitation systems for variable speed PSS being proposed.

2 Whether the OEM has an experience of minimum 5 years in the design, manufacture and installation of Excitation system for variable speed PSS.

3 Number of excitation systems supplied till date by the OEM: a) Excitation systems for variable speed PSS b) Direct (Static) Excitation systems c) Indirect (Brushless) Excitation systems (Please attach reference list)

4

If more than one family of hardware is being used for Excitation systems for different ratings or for variable speed PSS, Direct & Indirect Excitation systems, OEM to provide following information.

4.a How many types of electronic hardware platform are being used concurrently.

4.b Whether all the above hardware platforms will be covered in the technology transfer to enable BHEL to meet all types of market requirements optimally.

5 Year of introduction of the Excitation system, being proposed for technology transfer, in market:

6 Number of Excitation systems supplied and commissioned with the version of Excitation system being proposed for technology transfer: a) Excitation systems for Variable speed PSS b) Direct Excitation systems c) Indirect Excitation systems (Please attach reference list)

7 The highest rating of the machine that the OEM has supplied excitation system for the following categories may please be furnished a) Variable speed PSS b) Synchronous generators for thermal power plants c) Synchronous generators for hydro power plants d) Synchronous generators for gas turbine sets e) Synchronous generators for nuclear power plants f) Synchronous motors in industry

8 Whether the electronic hardware are manufactured in-house by the OEM OR sourced from outside.

(SIGNATURE)

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Annexure -4

Reference List: The Prospective Collaborator shall furnish a summary of their product reference

as detailed below for major supplies in last 15 years

For Reversible Turbine-Pumps

Sl. No.

Project Name/

Location

Rated Power Output

Rated Head

(turbine)

Rated Head

(pump)

Rated Discharge (turbine)

Rated Discharge

(pump

Max Head

(pump)

Speed (RPM)

SFC Rating

Max Efficiency

Pump/ Turbine

(%)

Yr of Commissioning

For variable speed Generator-Motors

Sl

No. Project Name/

Location

Plant

Rating

GEN / MOTOR

KW RATING

GEN / MOTOR

KV RATING

RATED SPEED

/ SPEED RANGE

Freq. Bearing Material

Variable speed

YES / NO

SFC Supplier Name / RATING

Excitation Supplier Name /

RATING

Year of Supply

Year of Commissioning

(SIGNATURE)