Services - 197410-2015

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09/06/2015    S109

Luxembourg-Luxembourg: EIB - Promoting financial inclusion via mobile financial services

2015/S 109-197410

SERVICE PROCUREMENT NOTICE

Location: Jordan

Technical assistance for promoting financial inclusion via mobile financial services

 1.Reference code

TA2015019 JO DTF
 2.Procedure

International restricted tender
 3.Programme

Deauville Partnership
 4.Financing

MENA Transition Fund (Deauville Partnership Transition Fund, its resources that transit via the FEMIP Trust Fund as contributions.)
 5.Contracting Authority

European Investment Bank, 98-100, boulevard Konrad Adenauer, L-2950, Luxembourg, Grand Duchy of Luxembourg, http://www.eib.org/about/procurement/calls-technical-assistance/ta2015019.htm


CONTRACT SPECIFICATION

6.Nature of contract
Global Price
7.Contract description
The Technical Assistance shall provide support to the Central Bank of Jordan (CBJ) in order to build its capacities to implement and manage payment systems and mobile payment related services with a view to boosting financial inclusion in the country. Activities will be divided in three parts:
Part 1:
• Establishment of the oversight function;
• Implementation of a risk management plan and stress testing procedures meeting international standards;
• Assistance to the CBJ in the ongoing development of a methodology based on PFMI (Principles for Financial Markets Infrastructures) and a legal framework for its oversight function;
• Arrangement of study visits for CBJ officials to European central banks with the purpose to improve their knowledge of oversight implementation and to ensure safety and efficiency of the payment systems.
Part 2:
• Development of a data collection methodology, including data analysis that enables the CBJ to better track developments in both the large value and the retail payment systems.
Part 3:
• Interactive presentation of the findings of the work carried out in Parts 1 and 2 to the CBJ via an in-depth workshop (1-2 days) during which the CBJ would be able to understand and question the methodologies proposed.
• Organization upon completion of the project a regional workshop in Jordan to present the developed activities to the other Central Banks which have been benefiting from support under related operations funded by the Deauville MENA Transition Fund.
A needs assessment of the CBJ with regard to the activities in both Part 1 and Part 2 will be done based on an initial mission to Jordan, the result of which will be a detailed work plan.
The Technical Assistance shall envisage continuous collaboration at all stages of the implementation with the CBJ and with other counterparts.
8.Number and titles of lots
Not applicable.
9.Maximum budget
EUR 330,000
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 exceeding 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 interested legal and natural persons - participating either individually or in a grouping (consortium) of candidates, without nationality restrictions. Participation is also open to international organisations.
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 (i.e. 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 short-listed 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
Sub-contracting is allowed, up to a maximum of 30% of the initial contract value.
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.


PROVISIONAL TIMETABLE

18.Provisional date of invitation to tender
July 2015
19.Provisional commencement date of the contract
December 2015
20.Initial period of implementation of tasks and possible extension of the contract
The initial period of execution of the contract shall be of 6 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 (individual company or consortium overall) of the candidate must be of at least EUR 500,000.00 equivalent for each of the last three years for which accounts have been closed.
(b) The average of cash and cash equivalent at the beginning and at the end of the year are positive for each of the last three years for which accounts have been closed.
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)
a) The number of the permanent staff of the candidate (individual company or consortium overall) working in fields related to this contract (as they are described in item 7 – “Contract Description” above), must be at least 3 for each of the years: 2015, 2014 and 2013.
b) For each of the years: 2015, 2014 and 2013, at least 20% of the overall number of staff of the candidate (individual company or consortium overall) is permanent.
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 three years and up to the deadline for the receipt of applications indicated under item 23 below, at least 2 projects/contracts, each of a minimum value of EUR 200,000.00 equivalent, with activities similar to those described under item 7 – “Contract Description” above, with a minimum participation of 40% equivalent.
Note to candidates: the projects referenced could have started before, but must have been completed (i.e. final payment made by the client) at any time during the period from January 2012 and up to the deadline for the submission of applications. The candidate may refer to a 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). Where the projects referenced have been implemented by consortia comprising two 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.
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 eight 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 brought as reference which comply with the requirements of criterion 3(a) above;
2) The cumulative budget for the international projects brought as reference which comply with the requirements of criterion 3(a) 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 09/07/2015.
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/projects/regions/med/instruments/technical-assistance/procurement/index.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), Mr Stefan Kerpen, Head of Consultant Procurement and Contract Management Unit SG/AS/CPCM, 100 boulevard Konrad Adenauer, L-2950 Luxembourg
• OR hand delivered (including courier services) to:
European Investment Bank (EIB), Mr Stefan Kerpen, Head of Consultant Procurement and Contract Management Unit SG/AS/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
This tender procedure is launched with “suspension clause”. This entails that the award of the contract is subject to the conclusion of the cooperation agreement with the promoter and the availability of funds.
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.
As such, by submitting their application, the candidate accepts in full the use of the “suspension clause” in this tender procedure as well as its possible consequences.
29.Date of publication of contract forecast
09/05/2015
30.Legal basis
• Approval by the World Bank Board of Executive Directors, 25 September 2012, establishing the MENA Transition Fund under the Deauville Partnership;
• The Financial Procedures Agreement (FPA) signed between the European Investment Bank (EIB), as a manager of the FEMIP Trust Fund, and the International Bank for Reconstruction and Development (IBRD) as trustee of the MENA Transition Fund (MTO 069024) signed on 7 February 2013 in Luxembourg and 11 February in Washington.