Green Economy Financing Facility (GEFF) in Slovak Republic - Project Consultant

Location:

Slovak Republic

Business sector:

Sustainable Resources and Climate Change

Project number:

71904

Funding source:

Not Yet Determined

Contract type:

Consultancy Services

Notice type:

Invitation for expressions of interest (CSU)

Issue date:

17 Jan 2018

Closing date:

12 Feb 2018   at  23:59   London

Access eSelection

Project Description:

The European Bank Reconstruction and Development (the “EBRD” or the “Bank”) is scaling up its operations of Green Economy Financing Facilities and intends to establish the Green Economy Financing Facility in the Slovak Republic (“GEFF – Slovak Republic” or “Facility”).

The Facility will consist of up to EUR 200 million of EBRD creditlines provided to Participating Financial Institutions (“PFIs”) for on-lending to municipalities and public or privately-owned companies, including Energy Service Companies (“ESCOs”), delivering municipal services (“Sub-borrowers”) for investments in green technologies (“Sub-projects”). Investments in the private housing sector may be deemed eligible after the first year of implementation, depending on the priorities of the donor in which case housing associations or housing management companies (either fully or majority privately owned) implementing green economy investments in residential multifamily buildings.

The Facility will be built on the Bank’s previous experience in designing credit line programmes with PFIs in the Slovak Republic. The new Facility, whilst maintaining key features of its successful predecessor (EU/EBRD Municipal Finance Facility (MunSEFF), completed in 2015), will aim to include other segments of the green economy financing approach reflecting existing gaps in Slovak Republic, such as waste reduction, air/water/soil pollution prevention and climate change adaptation projects. These new elements will reflect priorities of the donor as well as the Bank’s goal to build a sustainable market for financing of sustainable energy and resources projects.

The facility will be supported by donor funded Investment Incentives to Sub-borrowers to demonstrate viability of the green technologies investments and incentivise Sub-borrowers to prioritise these investments.

In addition, technical cooperation will also be provided by the Facility Consultant. The Facility Consultant will consist of the Project Consultant (PC, the subject of this Procurement Notice) and the independent Verification Consultant team (VC), subject to a separate consultant selection process. Please note that the consultant that will be awarded consultancy contract for the Project Consultant will not be eligible for contract award for Verification Consultant.

Assignment Description

The Bank now intends to engage a consulting company (the Project Consultant) for the GEFF - Slovak Republic (Technical Cooperation) (the Assignment) for a period of up to six years to support PFIs and Sub-borrowers under the Facility. The objective of this Assignment is to support the implementation of the Facility and the scope of work will include ensuring successful Facility inception and on boarding of new PFIs as well as supporting the Sub-project lifecycle.

In this context the selected Project Consultant is expected to carry out the following tasks:

(a) Establish and maintain full time Facility office in Bratislava which will be equipped and staffed to provide all necessary facilities, services (secretarial support, interpretation, translation services, etc.); (b) Adopt, maintain and update the Facility’s Operational Tools (Operations Manual, related forms, documents, reports and work-flows adapted to the Facility);

(c) Prepare a Quality Assurance Manual;

(d) Develop legal advisory tools;

(e) Prepare a marketing strategy and marketing plan for the Facility including preparation and dissemination of marketing materials, organising seminars and conducting training events with PFIs;

(f) Promote the Facility through marketing activities (including the Facility Launch Event and an Award Ceremony) and establishment of the Facility website;

(g) Prepare case studies and a database of lessons learned;

(h) Develop and implement a capacity building plan, which will target PFIs, Sub-borrowers and local experts;

(i) Liaise with the EBRD as necessary to monitor and report on the implementation of the Facility; ensuring correct tracking, monitoring and reporting of Facility data by recording all information related to financed Sub-projects in EBRD SEFF MIS database; collaborating closely with PFIs to monitor progress of the Facility implementation.

(j) Determine Sub-project eligibility in line with the Facility eligibility criteria and ensure that Sub-loans are processed according to the Facility procedures described in the Operations Manual.

(k) Check and confirm that the public procurement was done in compliance with the Bank’s Procurement Policy & Rules. In cases involving ESCOs ensure compliance with the Bank’s Concession Policy and develop a mechanism for transferring the benefit of the incentives to the municipal final beneficiary.

Status of Selection Process: Interested firms or groups of firms are hereby invited to submit expressions of interest.

Assignment Start Date and Duration: The Assignment is expected to start at the end of April 2018 and has an estimated overall duration of 72 months.

Cost Estimate for the Assignment: EUR 9,000,000 (exclusive of VAT). It is envisaged that the Consultant will be engaged via a Framework Contract with the cost estimate for the first call-off notice of EUR 1.5 million (exclusive of VAT) for 12 months to support Facility inception. Further call-off notices will be subject to the successful uptake of the Facility, satisfactory performance of the Consultant, specific needs of the Bank and availability of donor funding.

The Consultant must determine whether any VAT would be chargeable on the services and the basis for that determination, without taking into consideration the special status of the Bank as an IFI and state this to the Bank in their response to the Invitation for Expressions of Interest. To the extent that a Consultant incurs input VAT on goods and services purchased in connection with the provision of services (e.g. VAT on airline ticket) which is not otherwise recoverable by the consultant from the local tax authority, the gross cost to the consultant of such expenses shall be treated as a reimbursable expense.

Funding Source: It is anticipated that the Assignment will be funded under EBRD`s donor funded Technical Cooperation Programme.

Please note selection and contracting will be subject to availability of funding.

Eligibility: There are no eligibility restrictions regarding consultants’ country of registration/nationality of experts Please note that the consultant that will be awarded consultancy contract for the Project Consultant will not be eligible for contract award for Verification Consultant.

Consultant Profile: Corporate services are required. The Project Consultant will be a firm or a group of firms preferably with previous project experience related to:

1. Implementation of similar facilities or assignments related to energy efficiency, waste management, air/soil/water pollution prevention and climate change adaptation projects in the public sector;

2. Marketing and capacity building experience ideally with a financial services and financial products focus;

3. Energy and resource efficiency financing (lending) and the market for energy and fuel saving, waste management, resource efficiency, air/soil/water pollution prevention technologies, preferably in the Slovak Republic;

4. The key expert team will be composed of professionals with relevant resource efficiency, technical, marketing and financial/economic background supported by engineers and architects in order to ensure compliance of Sub-projects with relevant legislation across the Slovak Republic.

The Consultant’s expert team is expected to include key experts as follows:

a) Key Expert No 1 (Project Manager) with preferably 15 years of previous professional experience in:

· project management;

· international technical experience in building/residential/corporate green economy investments including related green economy financing schemes;

· expertise in project implementation planning;

· fluent spoken and written English is essential; and

· knowledge of Slovak language would be an advantage.

b) Key Expert No 2 (Financial/Economic Expert) with preferably 10 years of previous professional experience in:

· corporate finance or specialising in financial analysis (including capital investment appraisal);

· expertise in financial structuring of cash flow-based lending projects;

· fluent spoken and written Slovak language is essential for the expert(s) serving as PFI relationship managers; and

· fluent spoken and written English would be an advantage.

c) Key Expert No 3 (Lead Engineer) with preferably 15 years of previous professional experience, including:

· overseeing the work of a team of engineers;

· experience of explaining engineering measures in financial terms;

· fluent spoken and written Slovak and English are essential;

d) Key Experts No 4 (Communications and Marketing Experts) with preferably 10 years of previous professional experience in:

· developing marketing strategy and marketing tools;

· carrying out successful marketing projects in a business-to-business marketing context;

· working with corporate clients and/or banks on marketing their products;

· fluent spoken and written Slovak and English is essential

e) Key Expert No 5 (Public Procurement Expert) with preferably 10 years of previous professional experience covering:

· the public procurement process and regulatory framework of the Slovak Republic and the EU regulations;

· fluent spoken and written Slovak and English are essential.

Non-key experts are expected to include Pool of Local Engineers with previous professional experience of:

· regulations applicable to the Slovak Republic as well as best practice in EU for ESCOs, including Energy Performance Contracts (EPCs);

· regulations applicable to the Slovak Republic as well as best practice in EU for measures used in buildings (windows, insulation, solar water heaters, heating/cooling, etc.), waste management and recycling technologies, climate adaptation measures and SMART city technologies;

· developing sustainable energy projects, including: (i) conducting energy audits, (ii) assessment of project investment plan including its risks and mitigation strategy, (iii) commercially based sustainable energy projects financing, and (iv) calculation of energy savings and greenhouse gas emission reduction for such projects;

· fluent spoken and written Slovak and English would be an advantage;

Submission Requirements: In order to determine the capability and experience of Consultants seeking to be shortlisted for this Assignment, the information submitted should include the following:

1. Company/group of firms’ profile, organisation and staffing (max. 2-4 pages).

2. Details of previous project experience or similar assignments particularly undertaken in the previous five years, including information on contract value, contracting entity/client, project location/country, duration (mm/yy to mm/yy), expert months provided (if different from duration) , main activities, objectives.

3. CVs of key experts who could carry out the Assignment detailing qualifications, experience in similar assignments, particularly assignments undertaken in the previous five years, including information on contracting entity/client, project location/country, duration (mm/yy to mm/yy), expert months provided, assignment budget, main activities, objectives.

4. Completed Consultant Declaration Form and Contact Sheet, the template for which is available from the following web-link:

http://www.ebrd.com/pages/workingwithus/procurement/notices/csu/contact_sheet.doc.

The above information should not exceed 16 pages excluding CVs and contact sheet.

The complete expression of interest (including CVs, Consultant Declaration and Contact Sheet) should be submitted, in English electronically through e-Selection, to reach the Bank not later than the closing date. The expression of interest shall be one file (pdf). The EBRD reserves the right to reject applications of firms submitting more than one file. Only if the permissible file size is exceeded (4MB), the Consultant may split the expression of interest into further files.

Bank Contact Person:

Maria Haugh

Procurement Operations & Delivery Department

European Bank for Reconstruction and Development

One Exchange Square

London EC2A 2JN

Tel: + 44 20 7338 7185

e-mail: haughm@ebrd.com (submissions should be sent through eSelection and NOT to this email address)

Notes:

1. Following this invitation for expressions of interest, a shortlist of qualified firms will be formally invited to submit proposals. Consultant selection and contracting will be subject to availability of funding.

2. The shortlist criteria are:

(a) firm’s previous project experience in implementation of similar facilities or assignments related to the origination and financing of green economy investments such as energy efficiency/renewable energy improvement programmes in the municipal sector waste management, air/soil/water pollution prevention or climate change adaptation projects (30%);

(b) firm's previous project experience in marketing and capacity building within financial services sector (20%);

(c) firm's previous project experience in energy and resource efficiency financing (lending) especially in the market of energy and fuel saving, waste management, resource efficiency, air/soil/water pollution prevention preferably in the Slovak Republic (20%);

(d) CVs of Key Experts in line with Consultant Profile section (30%).