Framework Agreements - Senior Transport Experts

Location:

Regional

Business sector:

Transport

Project number:

80701

Funding source:

Bank Funded

Contract type:

Consultancy Services

Notice type:

Invitation for expressions of interest (CSU)

Issue date:

13 Nov 2019

Closing date:

17 Dec 2019   at  17:00   London

Access eSelection

09/12/19: The submission deadline has now been extended until 17 December 2019; 17:00 GMT. All responses to request for clarification will be uploaded tomorrow, 10 December 2019.

Single Stage Open Competitive Selection - Request for Proposals

Project Description:

The European Bank for Reconstruction and Development (“EBRD” or the “Bank”) provides debt and equity services to clients across every transport mode: roads, railways, maritime, aviation, logistics and postal services. EBRD vision for the region is for safe, secure, sustainable and greener transport systems, which embody market principles, balance economic, environmental and social needs, catalyze on global de-carbonization initiatives, build on technological innovations and are responsive to the needs of industry and the individual.

Our priorities within the transport sector include:

Promoting market-based transport. The EBRD works to improve the efficiency, market-orientation, financial sustainability and resilience of the transport sector. This includes supporting the development of improved market regulation, transparent and accountable management practices, efficient market practices and effective engagement with private sector in the provision of transport infrastructure and services, including operating concessions and Public Private Partnership (PPP) investments.

Developing sustainable and greener transport. The EBRD is committed to supporting sustainable transport development focused on integrated, optimized and energy efficient transport networks in the region that provide quality and affordable transport services to effectively address bottlenecks and improve mobility solutions. De-carbonization and transition to greener transport solutions, climate change mitigation and adaptation, environmental protection, economic inclusion, gender equality, road safety and effective land policy and land value capture are all important sustainable transport issues, which we continue to address at the policy and project level.

Broadening activity and innovation within the sector. We are committed to expanding the boundaries of our activities in the transport sector to finance the needs of emerging sub-sectors and increase investment in suitable technology solutions and innovative processes that maximize value for money and promote innovation and digitalization in our client countries and contribute to the overall goals of improved transport services. The Bank supports green logistics and promotes innovations linked to energy efficiency, digitalization and electrification of transport networks to boost energy and resource efficiency of the sector while reducing transport carbon footprint.

The Bank’s transport sector portfolio in consists of hundreds of projects with loan commitments of more than EUR 10 billion in total. This portfolio covers a wide spectrum of transport modes, whilst the road, rail and urban transport sectors represent the largest share. The region’s demand for transport infrastructure and services has grown alongside the needs required by its, generally, strong economic growth and strategies for growth and shared prosperity.

The countries in the region seek high quality support from the Bank and the key strategic areas of our assistance are:

• Planning and programming of transport infrastructure and services, with particular attention to the reduction of economic imbalances across intra-country regions and to the enhancement of accessibility in urban areas;

• Strategies and mechanisms for managing, financing, and maintaining infrastructure assets (with specific focus on ensuring effective private sector engagement and private-public partnerships);

• Attention to externalities of transport modes, including environmental, climate change, and air quality issues and travel safety;

• Promotion of sound management and corporate governance by use of suitable regulatory frameworks, public service contracts, revenue mechanisms, management and accounting systems.

• Promotion of technological innovations (ITS solutions, transport on demand platforms, e-tolling, automated fare collection, traffic management systems, digital development in transport, innovation data collection mechanism) and commercial practices (incorporating private sector participation); and;

• Promotion of strategies for transition to sustainable transport and electric mobility, including integration of electric generation and cross-over projects for zero well-to-wheel emission and promotion of green finance solutions (eg on-site solar power generation, net metering, wheeling off energy grid);

• The institutional/governance setup and financial frameworks, and the rules and regulations in support of the above strategic areas. In addition, fueled by governments’ interest in improving the competitiveness of their economies, the transport and logistics agenda has gained momentum as client government request Bank support in the form of analytical studies.

Framework Agreements for the Bank’s transport sector

Assignment Description:

EBRD’s Sustainable Infrastructure Group (“SIG”) delivers around 90 projects per year, investing approximately EUR 3.5 billion annually across a diverse range of subsectors, including electricity generation, transmission, distribution, storage and supply, rail, roads, urban transport, ports, logistics, airports, water and wastewater, district heating and cooling, facilities management, and solid waste management.

Within the urban transport and national transport sector, the Bank often engages individual consultants to evaluate the technical and financial feasibility of a proposed investment, in line with the Bank’s policies and requirements.

In order to support the quick mobilization and cost-effective delivery of these services the Bank intends to engage a set of senior individual consultants with expertise across transport modes to assist on a regular basis with technical and economic due diligence of transport projects and subsequent project implementation and procurement issues.

The EBRD intends to enter into Framework Agreements with approximately twenty (20) experienced consultants (the “Consultants”) under non-exclusive framework agreements (the “Framework Agreements” or collectively “FAs”) to enable the Bank to call upon a shortlist of pre-qualified individuals for which it can quickly and efficiently obtain reliable services in the relevant sectors. The selected Consultants will be expected to provide support for project preparation in all the Bank’s countries of operation (the “Assignment”) with a focus on the following eight (8) sectors:

• Roads and highways infrastructure, including roads, motorways, bridges and tunnels, transport facilities, electric charging systems, urban roads and facilities (parking, terminals), urban regeneration;
• Urban transport including road and rail-based transport (bus, tram, trolleybus and metro), including network infrastructure, fleet renewal including low and zero emission technologies and electrification, operating systems, parking services, active modes (pedestrian, cycling e-mobility) and urban regeneration schemes;
• National, regional and local railroad infrastructure including civils (tracks and stations), rolling stock (including fleet technologies and electrification) and operating systems (power, signalling, communication etc);
• Maritime infrastructure including ports, shipyards, inland waterways and fleets;
• Airports and air navigation;
• Transport operations and logistics, including intermodal platforms, dry ports, freight logistics;
• Transport sector digitalization, intelligent transport systems (ITS), traffic management, revenue collection, management information systems and smart city technologies;
• Transport planning and economics, including strategic planning, institutional studies and masterplans, demand forecasting, cost-benefit analysis and emissions assessment.

From time to time the Consultants may also be required to carry out assignments related to other transport infrastructure sectors.

The Consultants are expected to bring extensive sector knowledge and experience as well as strong market awareness on available policy instruments, sector practices, market possibilities and technology solutions, in both developed and emerging countries, including countries of operation of the Bank.

The Framework Consultants will be selected for individual Assignments in accordance with the Bank’s Corporate Procurement Policies and Rules (CPPR). The Bank shall send to the Framework Consultants specific Terms of Reference for the Assignment (Specific ToR). The Specific ToR will include a description of the tasks to be performed, time schedules and reporting instructions. The Framework Consultants should respond by sending to the Bank a technical and financial proposal for the Assignment on the basis of billing rates proposed in the Framework Agreement. The Bank will then assess the responses and subject to successful negotiations – issue a call-off notice (Call-Off Notice) for the individual Assignment to the selected Framework Consultant.

The Consultants will be engaged under non-exclusive Framework Agreements which will set out general contractual terms and conditions, with individual call-off notices (the “Call-Offs”) to be issued for each Assignment. The Bank reserves the right to tender and award assignments at its discretion, in accordance with the Bank's Corporate Policies and Rules. It is possible that the Consultant will not be assigned any work under the Framework Agreement.

The Assignments will vary in duration and size, from short project scoping and screening studies to large feasibility, due diligence and strategic studies.
Depending on the nature of the assignment, the Bank may propose more than one Consultant to work collectively on a given assignment, subject to agreement of all parties. In such cases, the Consultants would be expected to ensure all require liaison and coordination for an integrated deliverable to the Bank. While assignments will vary depending on context, it is expected that individual assignments would generally be under 25 days input.

The detailed scope of work and services (the “Services) are further described in the Full Terms of Reference (the “ToRs”) available through this link: http://www.ebrd.com/documents/procurement/80701-tors.pdf

Description of Individual Assignments (Call-Offs) and Scope of Work

The Consultant shall be required to assist the Bank in a range of tasks in relation to EBRD projects developed in these sectors, comprising notably, technical and/or economic review. More specifically, the Consultants will typically be required to undertake any or all of the following tasks:

General Project Preparation

• Support the Bank’s transport portfolio in the region, addressing transport sector technical issues ranging from general transport sector institutional setups and reforms to policy development, planning, and implementation. The selected candidates are expected to provide technical expertise during due diligence and implementation of transport projects. The candidate will lead frequent field visits to project sites across the region, and review ongoing works, and hold discussion with counterparts, stakeholders in the country and in the region.

• Early project definition, screening, scoping and strategic planning (including sector strategy, investment prioritization, and project and program-level pre-feasibility analysis).

• Project preparation and investment feasibility assessment (including feasibility studies, due diligence, technical assessment and development of long-term investment plan and priority investment programme, economic analysis, investment appraisal and risk analysis, financial analysis and modelling).

• Green Economy Transition (“GET”) assessment and climate resilience assessment.

• Develop adapted policy and project delivery solutions for transition to sustainable transport and electric mobility, including integration of electric generation and cross-over projects for zero well-to-wheel emission and promotion of green finance solutions.

• Procurement support and implementation strategy.

• Prepare analyses and documentation for lending and technical assistance activities, with a focus on transport planning, policy and operations, economic analysis, transport modelling, data analytics, and disaster risk management and adaptation in transport.

• Participate in operational missions, supporting the identification, preparation or appraisal of potential new operations and the supervision of the implementation of a selected number of ongoing projects

• Support EBRD staff to prepare and supervise technical assistance and advisory activities particularly in transport engineering, transport corridors, logistics infrastructure, maritime and ports, railways and transport policy.

• Perform market dialogue initiatives, including market research, market sounding and project information seminars, as appropriate, to obtain credible information on market appetite, to influence project preparation and procurement strategy.

• Analytical tasks cover transport policies (transport planning, transport system governance issues, transport asset management and financing, subsidy and tariff policies, demand management, traffic forecast, economic analysis, new technologies in transport, disaster risk management and adaptation), the provision of multimodal and logistics transport infrastructure and services, urban transport and mobility initiatives, financing options, asset management and operations and management and delivery of infrastructure and services

• Assist in the preparation of different EBRD documents including mission briefings, due diligence, concept notes and board papers

• Support EBRD’s work in enabling policy interventions in various COs’ transport sector, National Transport Policy, and use of evidence-based planning. Participate in the policy dialogue, together with other development partners and under EBRD’s staff guidance

• Support the development of new business opportunities in the transport sector in in the region by identifying key priority areas for engagement with a focus on sustainability, green investments, digitalization and renewable energy integration

Due Diligence and Project Preparation

Technical due diligence

• Evaluation of project definition, scoping and rationale (including planning, operational, financial and equipment needs)

• Review of plans for operations and maintenance, including revenue mechanisms, definition of suitable contract form and/or regulatory, institutional mechanisms to secure O&M requirements.

• Review of engineering designs and technical specifications, to ensure 'fitness for purpose', design gaps and sufficiency for tender.

• Review and prioritization of investment programs.

• Assessments of the reasonableness of project cost estimates and if necessary, amendments to estimates.

• Preparation of Project Investment Plans and Procurement Plans, including appropriate tender structures and options for private sector engagement (inter-alia conventional works, design and build, EPC, ECI, DBOM, PPP etc.).

• Review of Terms of Reference for design.

• Advise on introduction of new technology and innovation in current practices and design.

Economic and financial due diligence

• Demand assessment, including passenger/traffic data analysis, traffic modelling, modal share and traffic forecasts, familiarity with traffic modelling methods and software packages, notably Visum.

• Assess the economic business case for the project (incl. any notably considerations, for operation and maintenance phase of respective asset where applicable), for 'with' and 'without' project situation. • Economic Internal Rate of Return (EIRR) for the Project, including the definition of a 'do nothing' scenario and appropriate 'do-something' scenarios, and preparation of sensitivities analysis.

• Assess GHG emissions, and where applicable local air pollution impacts, from transport project.

• Tariff studies, including tariff structure and policy, affordability assessments

• Financial assessment of project company, including financial ratios.

Project Implementation and Procurement

• Advice on suitable project implementation strategy, structures and mechanisms, including requirements and scoping for PIU support.

• Review of the tender documents submitted by the clients to the Bank and, in particular, technical specifications, and tender evaluation reports, assess compliance with the latest Bank's Procurement Policies and Rules and advise the Bank on any project procurement and implementation issues.

• Provision of advice to the Bank's Operation Leader ("OL") and preparation of comments to the OL/Bank with regard to any procedural, technical, an/or commercial issue, which might arise during the preparation and/or execution of the tendering processes, that might jeopardize the outcome of the tenders or unnecessarily complicate and/or delay successful tenders implementation

• If required, in close consultation with the Bank, preparation of comments on the tender evaluation reports and processes.

• Ad hoc assistance to the Bank in cases of problems with tender evaluation, procurement debriefing or complaints, contract supervision and monitoring.

Policy Initiatives

• Contribution to policy initiatives of the Bank for development and dissemination of good practice solutions, based on key issues, practices, policies and/or technology solutions, through thought groups, discussions, workshops etc.

• Input into policy papers of the Bank, notably as part of the 'Infrastructure Policy Series', for principal or support expertise, as appropriate.

• Presentations at seminars and conferences, whether at EBRD or external, as invited by the Bank.

The Consultant should confirm in his/her proposal those tasks from the above list which s/he is able to provide in his/her areas of specialty, notably regarding technical and economic assessments.

Consultant Selection Procedure:

Single stage open competitive selection. Interested individual consultants or individual consultants represented by a firm are now invited to submit Technical and Financial Proposal in the manner described in the submission requirements.

Assignment Start Date and Duration:

The Assignment is estimated to start in January 2020 and for an overall duration of 3 years. Subject to availability of funding, the performance of the selected Framework Consultants and the specific needs of the Bank the Assignment may be extended beyond the current scope and budget.

Value Added Tax (VAT): The Consultant must determine whether any VAT would be chargeable on the services and the basis for that determination, without taking into consideration the Bank's special status as an IFI and state this to the Bank in their response to the Invitation for proposals. 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.

Cost Estimate for the Assignment: To be determined. The assignments will vary in duration and size, from short project scoping and screening studies to large feasibility, due diligence and strategic studies, and as such it is not possible to provide a fixed cost estimate for the assignment. However, for evaluation purposes, the financial proposal shall propose a daily rate, on the assumption of a total amount of 50 days input per year in several assignments. Subject to availability of funding, the performance of the selected Consultant and the specific needs of the Bank, the Assignment may be extended beyond the current scope and budget.

Funding Source:

It is expected that the Assignment will be funded by the Bank’s own budget although the Bank may elect to source alternative funding through bi-lateral donors, trust funds, green climate funds or other funding sources. Please note selection and contracting will be subject to the availability of funding.

Eligibility:

There are no eligibility restrictions based on the consultant’s country of origin.

Consultant Profile:

Each Consultant shall possess the following skills and experience:

• Advanced degree (Masters level or higher) in Transport/Urban Planning, Transport Engineering, Transport Economics, Transport PPPs, or as relevant to the proposed areas of expertise (sectors and tasks).

• Preferably 10 years or more of relevant experience in urban/national transport projects in the relevant sector, with demonstrated track record of responsibility in operational and analytical work identified under assignment description, outlining sector experience in analytical work and advisory services related to transport sector. Coverage of two or more sectors to be indicated where relevant (eg national, urban rail projects, transport planning and sector economics etc)

• Solid experience of working on the planning, feasibility, design and implementation of projects and analytical work in areas dealing with the transport sector, with deep understanding and solid background as outlined in the scope of work section for Call-Offs above.

• Relevant experience in EBRD countries of operation and/or similar markets and environments.

• Excellent communications skills, including writing and presentation skills, in English and additional skills in Russian, French and/or Arabic will be considered an advantage.

• Familiarity with EBRD and IFI banking procedures and appraisal processes for project loans and financing of external consulting services.

• Experience with technology solutions adapted to transport and its digitalization is an advantage.

• Strong organizational skills, as well as the ability to prioritize tasks and ensure timely completion of tasks under pressure.

• Computer literate (advanced Excel/PowerPoint, MS Word). Competency in Microsoft Project, and/or other Gant-based project management software will be valued.

Submission Requirements:

1. Consultants are now invited to submit a completed Technical and Financial proposal as per the standard templates and instruction available at this link: http://www.ebrd.com/documents/procurement/rfp-package-individual-daily-rate.docx. Interested Consultants should make themselves familiar with these Standard Templates, Standard Instructions and Conditions of Contract in preparation of their proposals.


2. The Technical Proposal shall be submitted in English electronically via eSelection no later than the Closing Date, as one single PDF file.

3. Consultant shall include a detailed curriciulum vitae (CV) and methodology note, clearing stating their are of expertise as defined as those sectors(s) and tasks which they can cover, as outlined in the herein ToRs, and any observations on services to be covered under the ToR.

4. Consultants shall clearly outline their indicative availability in days per year considering any ongoing or expected commitments, as well as his/her main country/city of residence for the majority of the year.

5, The Consultant may also indicate any additional expertise relevant to the applicable sector to cover the range and depth of expertise required, along with its accessibility to the Consultant (outline profile of experts and relationship to Consultant, eg. professional associates, employees, etc.).

6. The Financial Proposal (Form 2 – FP1 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 heading of your e-mail. Financial proposal should ONLY indicate the Key Experts’ Daily Fee Rate in GBP. Any other breakdown of costs should not be included. Consultants are reminded of the requirement to ensure the confidentiality of 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 eSelection shall be declared non-responsive.

Bank Contact Person:
Viv Lewis-Headlam
European Bank for Reconstruction and Development
One Exchange Square
London EC2A 2JN
e-mail: lewishev@ebrd.com

For the avoidance of doubt, technical proposals should be sent through eSelection and NOT to this email address. Financial proposals should NOT be sent through eSelection but to the email address finprop@ebrd.com as indicated above.

Deadline to Submit Clarification Questions: Via e-mail to the Bank Contact person by 29 November 2019.

Selection Method and Evaluation Criteria

1. Technical Proposal Evaluation Criteria

(a) Overall qualifications of the Consultant relevant to the area of expertise (tasks and duties covered) (20%)

(b) Experience of the Consultant in the area of expertise (70%). Criterion indicatively split by sub-categories as follows (percentages to be applied to the total score for experience)

- Depth and coverage of relevant transport sector, in analytical work and advisory services providing the range of skills required for the technical and/or economic tasks required (30%)

- Experience with International Financing Institutions and their banking appraisal process (15%)

- Experience in EBRD countries of operation (South-Eastern Europe, Eastern Europe, the Caucasus, Central Asia and Southern and Eastern Mediterranean regions) and/or in similar countries and environments (15%)

- Language skills in English and any additional language skills in Russian, French and/or Arabic (5%)

- Familiarity with technology solutions, innovation/digitalization for the transport sector, including market practices and adapted applications (5%)

Depending on requirements of specific transport sector, the above evaluation criteria 'depth and coverage of relevant transport sector' may consider any additional expertise proposed by the Consultant to enhance the sector coverage.

(c) Quality of the methodology proposed for the assignment and level of responsiveness for all EBRD countries of operation, including availability and place of residence (10%)

2. Opening of Financial Proposals

After the technical evaluation is completed, only the submissions which score 70% or above of the total 100% available for the technical evaluation will be eligible to have their financial proposals opened.

3. Combined Technical and Financial evaluation

The lowest fee rate indicated in the Financial Proposals (Fm) of the Consultants having passed the technical evaluation 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 his/her availability, 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 Consultants (up to 18) will be selected and invited to negotiate the Framework Agreement 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.
4. In case firms wish to submit more than one CV, they must register each CV with a unique e-mail address through eSelection. Should this requirements not be met, the EBRD reserves the right to consider any Technical Proposal containing more than one CV non-responsive.