Turkey: Istanbul Metro Project II - Lenders Supervisor



Business sector:

Municipal and environmental infrastructure

Funding source:

EBSF - EBRD Shareholder Special Fund

Contract type:

Consultancy Services

Notice type:

Invitation for expressions of interest (CSU)

Issue date:

07 Jul 2020

Closing date:

12 Aug 2020   at  17:00   London

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04/08/2020 The deadline to submit proposals has been extended to 12 August 2020

26/07/2020 The deadline to submit proposals has been extended to 5 August 2020

22/07/2020 Responses to requests for clarifications can be found on the following link:


Single Stage Open Competitive Selection

Project Description:

The European Bank for Reconstruction and Development (the “EBRD” or the “Bank”) is providing a senior loan of up to EUR 80 million to Istanbul Metropolitan Municipality (“the Client”) towards the cost of the Istanbul Metro Project II (the “Project”).

The proceeds of the loan are to be used for co-financing with the other banks under the contract for Umraniye-Atasehir-Goztepe Metro Project, which consists of 11 stations and 13 kilometres of metro line under construction.

The Project is essential for further integration of the public transport infrastructure in Turkey’s largest city. The Project will connect Umraniye, Atasehir and Kadikoy districts of Istanbul and create an interlink of three rail system lines. It will result in safer and more reliable transport services for 400,000 passengers per day. The Project is expected to significantly reduce high traffic congestion and noise pollution.

The new line, together with its integration to the existing network, will replace high-carbon modes of transport such as private cars and minibuses that use fossil fuels, thus achieving a modal shift in transportation.

Assignment Description:

EBRD intends to select and contract a consulting company (the Consultant) to the Assignment.

In order to monitor progress of the implementation of the Loan, the EBRD is seeking to engage an independent consultant (the “Consultant” or “Lender’s Supervisor”) to provide confirmation that the Project is being implemented on schedule and within budget and in accordance with the terms of the Loan Agreement (the “Assignment”).

The selected Consultant is expected to provide the following services:

  1. Implementation arrangements - The Consultant will review the implementation arrangements in place to ensure that they are sufficient to support the Project implementation.
  2. Progress and costs against schedule and budget - The Consultant will review, evaluate and comment on progress and costs against schedule and budget.
  3. Project documentation and reporting - The Consultant will review and comment on all relevant project documentation and reports.
  4. Construction and installation - The Consultant will monitor and report on the construction and installation phase in respect of the physical progress of the project including installation works, construction works and ultimately commissioning of the project.
  5. Matters of material interest - The Consultant will alert the Lender to any emerging problems, of a contractual, technical, or financial nature, which have the potential to jeopardise the achievement of the Project objectives and advise the Lenders on timely appropriate corrective action. In particular, the Consultant will advise the EBRD on any proposed waivers or amendments to legal agreements and interpret any other matters of material interest to the EBRD. If necessary, the Consultant will assist the Lender in negotiations to achieve the required corrective action.
  6. Contract variations - The Consultant will assess and advise on any proposed modifications to the contract scope in particular those of material effect on delivery of the contract as intended.
  7. Project completion - The Consultant will countersign the Borrower’s notice to the Lender that the Project Completion as stipulated in the loan agreement has been met, thereby certifying that all performance and systems tests have been completed and passed successfully. The Consultant will monitor the start-up period and advise the Lenders on remedial measures to be undertaken in case any problems of contractual, technical or financial character arise.

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/83749-tor.docx

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 August and has an estimated overall duration of 42 months.

Cost Estimate for the Assignment: EUR 150,000 (exclusive of VAT).

Subject to availability of funding, the performance of the selected Consultant and the business needs, the Assignment may be extended beyond the current scope.

Funding Source: It is anticipated that the contract will be financed by the EBRD Shareholder Special Fund. 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 preferably with experience in supervising and monitoring similar projects.

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

- Project Manager preferably with 15 years of practical experience in project management of urban rail-metro projects (design, procurement, operations), notably systems implementation and integration, and demonstrating knowledge in implementing major rail upgrades under live operating conditions;

- Local Team Leader preferably with 10 years of practical experience in project management of urban rail-metro projects (design, procurement, operations);

- Technical experts in metro systems, including telecommunications/signalling, civil works/track, electrical and mechanical and power supply, preferably with 10 years of practical experience;

- Contract Specialist preferably with 5 years of practical experience in contract management on major works contracts in transport sector, under EBRD, World Bank or other IFI procedures and rule(s);

- Local experts and Counterparts/junior - It is anticipated that the Consultant’s team shall integrate sufficient local support, including Turkish speaking staff.

Please see the attached TOR for a full breakdown of the skills and experience required of each Key Expert.

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

1. 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 15 pages excluding the Declaration Form and CVs (Form 1- TP 1 and Form 1 – TP 6).

2. The Financial Proposal (Form 2 – FP 1 and FP2) shall be submitted in English separately by email only to the following e-mail address: poddprocurement@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.

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:
Isida Konomi
European Bank for Reconstruction and Development
One Exchange Square
London EC2A 2JN
e-mail: konomii@ebrd.com

Deadline to Submit Clarification Questions: Via e-mail to the Bank Contact Person by 17th July 2020

Selection Method and Evaluation Criteria:

1. Technical Proposal Evaluation Criteria

- Firm's previous project experience in similar assignments (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.

2. 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.

3. 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.