Croatia and Montenegro: Inclusive Tourism Credit Facility - Implementation Support

Location:

Regional

Business sector:

Financial institutions

Project number:

82215

Funding source:

SFEBSF - EBRD Shareholders SF

Contract type:

Consultancy Services

Notice type:

Invitation for expressions of interest (CSU)

Issue date:

24 Feb 2020

Closing date:

16 Mar 2020   at  15:00   London

Access eSelection

11 March 2020: The procurement notice is updated with clarification requests and responses as follows:

Q1: Regarding Key experts 2 – international and local experts, please be kind to elaborate point b) Bachelor’s degree or equivalent. Does the term “equivalent” refer to a equivalent education degree, or can the lack of Bachelor’s degree be replaced by a certain number of years of relevant working experience? For example, we have an interested expert with 15 years of relevant working experience in tourism sector, which is closely linked to ToR, but without Bachelor’s degree. Is such an expert eligible for this tender?

A1: The experts will be evaluated based on their overall background, including both professional and academic thus “Bachelor or equivalent ” is stated.

Q2: The following is indicated in the procurement notice - The key experts may be complemented by other team members and support services to cover all tasks specified in the Terms of Reference. Please indicate are there any eligibility criteria or restrictions for these experts or support services? For example, if we include an expert without a college degree, will they be eligible to work? Please let us know are there any specific requirements which are important for these experts in terms of their eligibility?

A2: There are no specific eligibility criteria for supporting team members nor the requirement to include them.

Q3: Given the specific requirements of the tender, especially the variety of experts with specific sectoral experience which need to be included, and the fact that two countries need to be covered by project activities, please consider extending the deadline for submission of offers by 10 more days in total.

A3: The three weeks deadline for preparation of offers is envisaged without further extension given the urgency of the project.

5 March 2020: The procurement notice is updated with clarification requests and responses as follows:

Q1: The procurement notice indicates the Selection Method and Evaluation Criteria. Regarding Technical Proposal Evaluation Criteria, it’s clear you will evaluate firm’s previous project experience, quality of the proposed methodology for the assignment and CVs of the key experts (among other criteria). However, it’s not indicated whether there is a scale to grade the offers. For example, regarding firm’s previous project experience, is there a number of projects, a certain type of project or their value, which will ensure to reach maximum points? Same question is for the methodology. Is there a certain way you will evaluate it – length of the document (apart from 20 pages for the overall technical proposal), certain key content which must be included etc? Regarding expert CVs, will the experts gain maximum points if they meet the requirements from the procurement notice, or are these minimum requirements?

A1: In relation to the evaluation of the firm’s previous project experience, the consultant is expected to demonstrate such experience by providing references for previous projects, the number of references is not limited, i.e. the experience may be demonstrated through a number of projects, their relevance in terms of objective, scope and location. Please note that the page limit is provided for guidance purposes only. Requirements listed in relation to the Key Experts are considered essential for the successful completion of the assignment.

Q2: I assume that not every international/local specials (key experts 2) needs to have the suggested experience, but rather that a pool of experts meets these requirements together, each a specialist for one of the required areas. For example, one would specialize in local/regional value chain development, and other in gender/equal opportunity programs etc. Is this correct?

A2: Correct, not every expert should have experience in all segments, but the proposed team of experts should jointly have the required experience.

Single Stage Open Competitive Selection – Request for Proposals

Project Description:

Tourism is one of the main contributors to countries bordering the Mediterranean Sea: it largely contributes to GDP in total (including spillovers and indirect contributions) and accounts for similar shares of employment. Tourism has experienced healthy growth in the past years, but many countries are struggling to maximize benefits for their economies, in particular in terms of spreading the benefits to a wider range of economic players. Tourism sectors are often characterized by a focus on all-inclusive seaside-places, which often entails limited tourism expenditure trickling down to local communities, as well as high seasonality in revenues. In addition, many hotel operators struggle to find and retain qualified workers who meet the increasing expectations of tourists for high-levels of service quality. To support countries and hospitality operators in addressing these challenges, the European Bank for Reconstruction and Development (the “EBRD” or the “Bank”) has approved the “Inclusive Tourism Framework in the Eastern Mediterranean” (the “ITFW”). Under the ITFW, the first intermediated credit line (the “Facility”) will be provided by EBRD to Erste & Steiermaerkische bank d.d., a a commercial bank incorporated in Croatia (“the Partner Bank”) for on-lending to hospitality operators such as hotels, camp sites, etc. (“the Sub-borrowers”) in Croatia and Montenegro.

The Consultancy will support the Sub-borrowers (the hospitality providers in Croatia and Montenegro) to promote stronger local and regional impact of tourism operations by ensuring adoption of inclusive operational practices, by enhancing gender and youth inclusion policies and strengthening procurement practices of locally soured goods across tourism services providers. Both areas will lead to increase in labor productivity through stimulation of the diversity and inclusion as well promote local economic growth, increase participation of the local producers and services providers hospitality sector supply chains.

Assignment Description:

EBRD intends to select and contract a consulting company (the “Consultant”) to support the Facility implementation, and specifically the Consultant will coordinate, deliver and monitor the technical cooperation engagement with Sub-borrowers.

The Consultant will provide technical assistance to the Sub-borrowers and/or tourism clients, as the case may be, (Sub-borrowers and tourism clients jointly referred to as “Beneficiaries”) to assist them in becoming more inclusive in their practices and policies, in particular by ensuring equal opportunities to young people and women; and/or encouraging linkages with local suppliers.

The Consultant may do this by reviewing the relevant Beneficiary’s existing policies, procedures and practices related to the objectives pursued by the Facility as well as collecting baseline data, and defining a bespoke Action Plan to be agreed and implemented by the relevant Beneficiary in order to improve the Beneficiary’s operations on specific measures.

It is expected that there will be 10-15 Beneficiaries in total, with the majority in Croatia and at least 2 in Montenegro. It should be noted that each Beneficiary will not necessarily be involved in all aspects of the Project, however, each hospitality operator is expected to be engaged in at least one of the aspects.

The Consultant shall deliver the following:

1) Conduct base-line assessments and set targets for Beneficiaries to achieve the Facility benchmarks;

2) Provide technical assistance to Beneficiaries in cooperation with local stakeholders (as required);

3) Monitor and report on Facility implementation and results, in the context of ITFW as a whole.

The detailed scope of work and services (the “Services”) of the Assignment are further described in the Full Terms of Reference (the “ToR”) which can be accessed from the following link:

http://www.ebrd.com/documents/procurement/82215-tor.pdf

Consultant Selection Procedure: Single stage open competitive selection. Interested firms or groups of firms are invited to submit a Technical and Financial Proposal.

Assignment Start Date and Duration: The Assignment is expected to start in April 2020 and has an estimated overall duration of 42 months.

Cost Estimate for the Assignment: EUR 200,000.00 (exclusive of VAT).

Funding Source: It is anticipated that the contract will be financed by EBRD Shareholder Special Fund (SSF). Selection and contracting are subject to the availability of funding.

Eligibility: There are no eligibility restrictions based on the consultant's country of origin.

Consultant Profile: Corporate services are required. The Consultant will be a firm or a group of firms preferably with previous extensive project experience in similar assignments in the hospitality and tourism industry in EBRD countries of operation, preferably in Croatia and Montenegro. Consultants are expected to provide a record of completed projects in the EBRD countries of operation. The Consultant’s previous professional experience in relation to the Vocational Education and Training system in Croatia and Montenegro is considered to be an advantage.

The Consultant's expert team is expected to include the following key experts (the 'Key Experts'):

1) Key expert 1. LOCAL Project coordinator (the hands-on, on-the-ground management of the Assignment) with:

a) Preferably 7-10 years of previous professional experience in the international hospitality and tourism sector - previous professional experience in tourism environment in other Mediterranean countries is an advantage, in particular in Croatia and Montenegro;

b) Preferably previous professional experience/exposure to the HR and procurement processes in the hotels or other hospitality companies;

c) Bachelor’s degree or equivalent is required

d) Fluent spoken and written English is essential, as well as the Croatian and/or Montenegrin language.

2) Key expert(s) pool: a pool of international and local specialists with:

a) Preferably 5-7 years of previous professional experience in tourism sector with extensive expertise in following areas:

- procurement & local / regional value chain development in hospitality industry;

- delivering of training programs to hotel operators;

- gender /equal opportunity programs in hospitality sector;

b) Bachelor’s degree or equivalent;

c) Demonstrable presentation and public speaking skills;

d) Fluent spoken and written English is essential. Command of Croatian and/or Montenegrin is a strong advantage.

The key experts may be complemented by other team members and support services to cover all tasks specified in the Terms of Reference.

Submission Requirements: The consultants are now invited to submit a completed Technical and Financial Proposal as per the standard templates and instructions available at this link:

http://www.ebrd.com/documents/procurement/single-stage-package.docx

Interested Consultants should make themselves familiar with these Standard Templates, Standard Instructions and Conditions of Contract in preparation of their proposals.

- The Technical Proposal shall be submitted in English electronically via eSelection not later than the Closing Date, as one single PDF file. The technical proposal should not exceed 20 pages excluding the Declaration Form and CVs (Form 1- TP 1 and Form 1 – TP 6).

The Financial Proposal (Form 2 – FP 1 and FP2) shall be submitted in English separately by email only to the following e-mail address: finprop@ebrd.com. Please indicate the Project number and title in the subject of your e-mail. Consultants are reminded of the requirement to ensure the confidentiality of the Financial Proposals. Consultants are reminded of the requirement to ensure the confidentiality of the Financial Proposals.

A Technical Proposal that contains elements of a financial proposal shall be declared non-responsive.

A Financial Proposal submitted together with the technical proposals via e Selection shall be declared non-responsive.

For the avoidance of doubt, technical proposals should be sent through eSelection and NOT to the above email address. Financial proposals should be sent to the above email address and NOT through eSelection or Bank Contact Person.

Bank Contact Person:

Haugh, Maria
European Bank for Reconstruction and Development
One Exchange Square
London EC2A 2JN
e-mail:
haughm@ebrd.com

Deadline to Submit Clarification Questions: Via e-mail to the Bank Contact Person by 9 March 2020.

Selection Method and Evaluation Criteria:

- Technical Proposal Evaluation Criteria:

- Firm's previous project experience in similar assignments in line with section Consultant Profile (30%)

- Quality of the methodology proposed for the Assignment (30 %)

- CVs of the Key Experts (40 %).

The minimum technical score (St) required to pass is [70].

Interviews as part of technical evaluation:

Up to 4 (four) highest scoring companies with a technical score of 70 and above, based on technical proposal evaluation criteria, will be invited to the interview of the following positions:

- Local Project Coordinator;

- Three (3) Local Lead Experts demonstrating excellent previous professional experience in the following categories:

1. procurement;

2. inclusion / gender equality and

3. delivering of training programs to hotel operators.

The Bank will consult with the Consultant regarding the format (e.g. Skype call, meeting, conference call, etc.) and date of the interview at the time of the invitation. Please note that all and any costs incurred by the Consultant in connection with attendance to interviews will not reimbursed by the Bank.

Combined Technical and Interviews Evaluation and Ranking

The weights given to the Technical (T) and Interview (I) evaluation are:

T = 80, and

I = 20

Submissions will be ranked according to their combined technical (St) and interview (Si) scores using the weights (T=the weight given to the Technical; I = the weight given to the Interview; T+I=1) as following: Sti=St x T% + Si x I%.

The minimum final combined technical and interview score (Sti) required to pass is 70.

- Opening of Financial Proposals

After the technical evaluation is completed, only the submissions which score 70 or above of the total marks available for the technical criteria will be eligible to have their financial proposals opened.

- Combined Technical and Financial Evaluation

The lowest evaluated Financial Proposal (Fm) is given the maximum financial score (Sf) of 100. The formula for determining the financial scores (Sf) of all other Proposals is calculated as follows:

Sf = 100 x Fm/ F, in which “Sf” is the financial score, “Fm” is the lowest evaluated Financial Proposal, and “F” the price of the Proposal under consideration.

Proposals are then ranked according to their combined technical (St) and financial (Sf) scores using the weights (T = 80; F = 20) T + F = 100 as follows: S = St x T% + Sf x F%.

Important Notes:

1. The proposal validity period is 120 days from the deadline date for the receipt of submissions. During this period, the Consultant shall maintain its original Proposal without any change, including the availability of the Experts, the proposed rates and the total price.

2. The selection will be made from the Proposals received in response to this notification only, on the basis of the submission requirements and selection criteria set out in this Procurement Notice. The highest-ranked Consultant will be selected and invited to negotiate the contract, subject to availability of funding.

3. Any updates of and clarifications on this procurement notice shall be announced as updates on this notice, without any other notification. In the event of changes consultants will need to download the updated versions. Consultants are required to periodically check the notice for updates. Failure to take the updates into account while preparing the Proposal may result in disqualification or penalties to the scores in the evaluation.