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Services - 178094-2018

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25/04/2018    S80

Luxembourg-Luxembourg: EIB - Technical assistance programme to Microfinance Facility and actions supporting the financial inclusion of more vulnerable persons in the Southern Neighbourhood of the EU

2018/S 080-178094

SERVICE PROCUREMENT NOTICE


Technical Assistance Programme to EIB’s Southern Neighbourhood Microfinance Facility and Actions supporting the financial inclusion of more vulnerable persons in the Southern Neighbourhood of the EU Part II
1.Reference code

2018/S 051-112102, TA2016069 R0 FTF

2.Procedure
International restricted tender
3.Programme
Facility for Euro-Mediterranean Investment and Partnership (FEMIP)
4.Financing
FEMIP Trust Fund
5.Contracting Authority

European Investment Bank, 98-100, boulevard Konrad Adenauer, L-2950, Luxembourg, LUXEMBOURG, Grand Duchy of Luxembourg, http://www.eib.org/about/procurement/calls-technical-assistance/ta2016069.htm


Contract specification

6.Nature of contract
Fee-based
7.Contract description
The overall objective of this TA operation is “to foster employment generating activities and promoting access to finance to MSEs and low income persons of the Southern Neighbourhood of the EU, with the ultimate goal of sustaining job creation, socio-economic growth and to contribute to poverty alleviation, therefore directly addressing the causes of migration.”
The specific purpose of the TA programme is to contribute towards unemployment reduction and social stability by offering vulnerable populations (e.g. refugees, forcibly displaced people, migrants, youth) in the Southern Neighbourhood improved access to a diverse, sustainable and responsible range of financial and non-financial products aimed at encouraging income generation.
In order to achieve these objectives, the TA programme comprises two components which are as follows:
Component 1: support of current and/or potential Financial Intermediaries willing to explore the feasibility of expanding activities to more vulnerable groups, and in particular migrants and refugees.
The objective of this component is to assist current and potential Financial Intermediaries that are interested in serving more vulnerable groups such as migrants and refugees to do so. Depending on the Financial Intermediary’s level of involvement with more vulnerable groups, this TA operation can offer FIs a range of support from investigating the possibility of serving this segment by conducting scoping studies / market research, making contact with refugees and drafting subsequent strategic plans through to conducting pilot tests and fine tuning existing products and procedures.
This component may also include the preparation and publication of case studies to help share experiences and lessons learned of Financial Intermediaries already serving these vulnerable populations with the sector at large.
Component 2: vocational training, economic empowerment and technical support for more vulnerable persons such as youth, unemployed as well as migrants and refugees.
This component aims at structuring and providing market-led vocational training with the aim of getting more vulnerable persons into formal employment and business ownership and, particularly in the case of migrants and refugees, to increase social and economic interaction with the host community. Training activities should include market orientation, cultural awareness and general life / social skills training, and may further cover topics such as languages, computer literacy, health, household budgeting, financial literacy, business management skills, technical training in marketable vocations, development of skills linked to artisan / handicraft activities etc. Activities could further include the development and roll out of market based certified technical training curricula.
Activities under this component are likely to complement training funded by humanitarian funders and donors already active in the Region. Therefore, interaction and coordination with local and international institutions / donors, universities, networks, NGOs, associations, etc. is expected.
8.Number and titles of lots
Not applicable.
9.Maximum budget
2 000 000 EUR
10.Scope for additional services
The Contracting Authority may, at its own discretion and subject to the availability of funding, extend the scope and duration of the project to cover complementary and/or additional services.
In case of complementary services, the extension shall be up to a maximum not exeeding 50% of the initial contract value. In case of additional services, such extension shall be up to a maximum not exceeding the length and value of the initial contract.
Any extension of the contract would be subject to satisfactory performance by the Contractor.


Conditions of participation

11.Eligibility
Participation is open to all legal or natural persons participating either individually or in a grouping (consortium) of candidates. Participation is also open to international organisations. There are no nationality restrictions.
12.Candidature
All eligible natural and legal persons (as per Item 11 above) or groupings of such persons (consortia) may apply.
A consortium may be a permanent, legally-established grouping, or a grouping which has been constituted informally for a specific tender procedure. All members of a consortium (ie, the leader and all other members) are jointly and severally liable to the Contracting Authority.
The participation of an ineligible natural or legal person (as per Item 11) will result in the automatic exclusion of that person. In particular, if that ineligible person belongs to a consortium, the whole consortium will be excluded.
13.Number of applications
No more than one application can be submitted by a natural or legal person whatever the form of participation (as an individual legal entity or as leader or member of a consortium submitting an application). In the event that a natural or legal person submits more than one application, all applications in which that person has participated will be excluded.
14.Shortlist alliances prohibited
Any tenders received from tenderers comprising firms other than those mentioned in the shortlisted application forms will be excluded from this restricted tender procedure. Short-listed candidates may not form alliances or subcontract to each other for the contract in question.
15.Grounds for exclusion
As part of the application form, candidates must submit a signed declaration, included in the standard application form, to the effect that they are not in any of the exclusion situations listed in Section 2.3.3 of the Practical Guide to contract procedures for EC external actions.
16.Sub-contracting
Subcontracting is allowed, up to a maximum of 30%.
17.Number of candidates to be short-listed
On the basis of the applications received, between 4 and 8 candidates will be invited to submit detailed tenders for this contract. If the number of eligible candidates meeting the selection criteria is less than the minimum of 4, the Contracting Authority may invite the candidates who satisfy the criteria to submit a tender.
In the event that more than 8 candidates meet the eligibility criteria, details on the selection process can be found under Point 21.


Provisional timetable

18.Provisional date of invitation to tender
6/2018
19.Provisional commencement date of the contract
9/2018
20.Initial period of implementation of tasks and possible extension of the contract
The initial period of execution of the contract shall be of 36 months. This period may be extended, with the prior approval of the Contracting Authority. See also Item 10 above.


Selection and award criteria

21.Selection criteria
The following selection criteria will be applied to candidates. In the case of applications submitted by a consortium, these selection criteria will be applied to the consortium as a whole:
1) Economic and financial capacity of candidate (based on Item 3 of the application form). In case of applicant being a public body, equivalent information should be provided:
a) the annual turnover (if the candidate is an individual company) or the average annual turnover (if the candidate is a consortium) of the candidate must be of at least 1 200 000 EUR for each of the last 3 years (2017, 2016 and 2015) for which accounts have been closed;
b) the average of cash and cash equivalents at the end and beginning of each year for the years 2017, 2016 and 2015 are positive.
Note to candidates: In the application form, please make sure to include the actual year for which the data is provided.
2) Professional capacity of candidate (based on Items 4 and 5 of the application form): the number of the permanent staff of the candidate (individual company or consortium overall) currently working in fields related to this contract (as they are described in Item 7 — “Contract Description” above), must be at least 10 for each of the last 3 years (2017, 2016 and 2015).
Note to candidates: In the application form, please make sure to include the actual year for which the data is provided.
3) Technical capacity of candidate (based on Items 5 and 6 of the application form):
a) the candidate (individual company or consortium altogether) has implemented, during the last 5 years up to the deadline for the receipt of applications indicated under Item 23 below), technical assistance operations in the (inclusive) financial sector as follows:
i. at least 4 technical assistance projects in the inclusive finance sector with an equivalent minimum value of 250 000 EUR. These projects should demonstrate the candidate’s track record:
(i) in providing training programmes, capacity building measures in product diversification, product development for vulnerable groups to commercial banks, microfinance institutions and/or non-governmental organisations (NGOs); and/or
(ii) in improving financial and social performance management (including risk management and governance) of commercial banks, microfinance institutions and/or non-governmental organisations (NGOs);
ii. at least 4 technical assistance projects focused on improving the financial literacy and managerial skills of final beneficiaries (vulnerable groups), with an equivalent minimum value of 100 000 EUR. Referenced projects should demonstrate a track record in providing direct support (including developing and/or rolling out vocational training / coaching courses) to final beneficiaries in areas such as business plan preparation, entrepreneurship skills, cultural awareness, social skills, training financial literacy and education, and improvement of managerial capacity;
iii. at least 1 technical assistance project with a focus on promoting the financial inclusion of migrants and refugees with an equivalent minimum value of 50 000 EUR;
iv. the candidate should demonstrate that it had a minimum participation rate in all referenced projects of at least 50%;
v. at least 1 reference regarding 3(a.i) and 3(a.ii) must be provided by the lead company in the case of a consortium.
Note to candidates: A maximum number of 15 projects may be referenced all of which must have been completed within the last 5 years up to the submission deadline as specified in Point 23. I.e. they must have been completed between June 2013 and June 2018. Where the projects referenced have been implemented by consortia comprising 2 or more of the members now associated as a consortium for this tender procedure, their respective percentages shall be added together, in order for the application to be assessed on the basis of the consortium as a whole.
The candidate may refer to part of an assignment which has not yet been completed, but only in so far as that part is successfully completed and its date of completion and the candidate’s contribution may be clearly identified and proven through adequate documentary evidence (such as certificates from the client).
Please do not submit referenced projects that are not strictly compliant with the above criteria.
An economic operator may, where appropriate and for a particular contract, rely on the capacities of other entities, regardless of the legal nature of the links which it has with them. It must in that case prove to the Contracting Authority that it will have at its disposal the resources necessary for performance of the contract, for example by producing an undertaking on the part of those entities to place those resources at its disposal. Such entities, for instance the parent company of the economic operator, must respect the same rules of eligibility and notably that of nationality, as the economic operator.
If more than 8 eligible candidates meet the above selection criteria, the relative strengths and weaknesses of the applications of these candidates must be reexamined to identify the 8 best applications for the tender procedure. The only factors which will be taken into consideration during this re-examination are, in order of precedence:
1) the number of projects implemented in one of the following countries: Morocco, Tunisia, Egypt, Lebanon, Jordan, Palestine and Syria;
2) the number of projects brought as references which comply with the requirements of Criterion 3(a.ii);
3) the number of projects brought as references which comply with the requirements of Criterion 3(a.i);
4) the number of projects brought as references which comply with the requirements of Criteria 3(a.i) and 3(a.iii);
5) the value of projects brought as references, which comply with the requirements of the re-examination Criterion 2 above.
22.Award criteria
Best value for money.


Application

23.Deadline for receipt of applications
The applications must be received by the Contracting Authority no later than 17:00. CET on 1.6.2018.
Any application received after this deadline will not be considered.
24.Application format and details to be provided

Applications must be submitted using the standard application form (available at the following EIB web page: http://www.eib.org/about/procurement/technical-assistance.htm), whose format and instructions must be strictly observed.

Any additional documentation (brochure, letter, etc) sent with an application will not be taken into consideration.
25.How applications may be submitted
Applications must be submitted in English exclusively to the Contracting Authority:
— Either by recorded delivery (official postal service) to:
European Investment Bank (EIB), Mrs Simona Bovha, Head of Consultant Procurement and Contract Management Unit, SG/AS/ Consultant Procurement and Contract Management Unit (CPCM), 100, boulevard Konrad Adenauer, L-2950 Luxembourg.
— Or hand delivered (including courier services) to:
European Investment Bank (EIB), Mrs Simona Bovha, Head of Consultant Procurement and Contract Management Unit (CPCM), SG/AS/ Consultant Procurement and Contract Management Unit (CPCM), 100, boulevard Konrad Adenauer, L-2950 Luxembourg.
The Contract title and the Reference code (see Item 1 above) must be clearly marked on the envelope containing the application and must always be mentioned in all subsequent correspondence with the Contracting Authority.
Applications submitted by any other means will not be considered.
26.Alteration or withdrawal of applications
Candidates may alter or withdraw their applications by written notification prior to the deadline for submission of applications. No application may be altered after this deadline.
Any such notification of alteration or withdrawal shall be prepared and submitted in accordance with Item 25. The outer envelope (and the relevant inner envelope if used) must be marked 'Alteration' or 'Withdrawal' as appropriate.
27.Operational language
All written communications for this tender procedure and contract must be in English.
28.Additional information
The candidates interested in participating in this tender procedure must be fully aware that in no event shall the Contracting Authority be liable for any damages whatsoever including, without limitation, damages for loss of profits / costs incurred by applicant in preparing and submitting his application, in any way connected with the cancellation of the tender procedure on the ground of the “suspension clause” even if the Contracting Authority has been advised of the possibility of damages.
29.Date of publication of contract forecast
14.3.2018
30.Legal basis
Regulation (EC) nº 1638/2006 of the European Parliament and of the Council of 24.10.2006 laying down general provisions establishing a European Neighbourhood and Partnership Instrument, the ECOFIN Council Decision of 26.11.2003 mandating the European Investment Bank to establish a Trust Fund and the European Investment Bank Board of Directors decision of 14.10.2004 on the establishment of the FEMIP Trust Fund.