Review and advisory services in developing countries and emerging markets in the process of developing and implementing adequate environmental and social management systems (ESMS) in financial institutions and private equity funds
As one of Europe's largest development finance institutions, DEG promotes private business structures to contribute to sustainable economic growth and improved living conditions. DEG invests in profitable projects that contribute to sustainable development in all sectors of the economy, from agribusiness to infrastructure and manufacturing to services. The financial sector is a further focus in order to facilitate reliable access to investment capital locally. For DEG the implementation of risk adequate Environmental and Social Management Systems ("ESMS") is an essential part of today's best risk management practice. In this context DEG's financial sector clients are required to develop, implement and maintain an ESMS for better assessing, mitigating, documenting and monitoring impacts and risks associated with financing and investment. DEG's financial sector clients are also required to nominate an Environmental and Social Compliance Officer; provide adequate training of their staff; and measure the continuous progress through an Annual Environmental and Social Compliance Report. DEG seeks to support Financial Institutions (FI) and Private Equity Funds (PEF) clients in the process of developing and implementing adequate Environmental and Social Management Systems to manage their specific environmental and social risks by providing guidance and advice. The financial sector clients qualified to participate in the programme captured by the tendered framework agreement will be mainly mid-cap banks & financial institutions (FI's) as well as Private Equity Funds (PEF) located im emerging markets (without any regional focus) with medium E&S risks in the total portfolio but also with high sector-specific E&S risks. Target companies could be new clients which need assistance to fulfil all DEG requirements during due diligence procedure, existing clients with a need / the willingness to improve their E&S performance and potential new clients for whose the project will be the starting point of an improvement process to fulfil DEG requirements. DEG wants the Operator to use a five-phase approach to support financial sector clients in developing and implementing an Environmental and Social Management Systems (ESMS). Under consideration of different starting points of different target companies, the phase approach as described below serves as basic framework only and needs to be customized for each project, considering also individual needs and existing procedures. — Phase 1: Initial on-site visit by the consultant, — Phase 2: Off-site support, tool developing, — Phase 3: Review and on-site training, pilot phase, — Phase 4: Evaluation pilot phase, — Phase 5: Off-site support, final evaluation. In the financial sector, DEG's environmental and social requirements generally encompass the compliance of the financial institution and its clients with. a) National environmental and social laws and regulations b) ILO Core Labour Conventions c) World Bank / IFC Performance Standards and relevant Sector Guidelines for all projects with high risks involved d) DEG's Exclusion List for its entire portfolio e) E&S requirements of other Development Finance Institutions (DFI) like IFC, EBRD, EDFI (in case the FI/PEF is financed by other DFI's as well) DEG has elaborated Terms of Reference for commissioning various individual ESMS advisories in different FI and PEF clients under a framework Agreement. The contract is envisaged to be a framework agreement. Every individual assignment will be commissioned through an engagement order specifying details such as time requirements, staff involved and cost with each individual FI or PEF. The duration of the framework agreement shall be up to 48 months (see II.1.4 and II.3). DEG reserves to conclude the framework agreement envisaged with up to 3 operators.
Deadline
Die Frist für den Eingang der Angebote war 2011-12-19.
Die Ausschreibung wurde veröffentlicht am 2011-11-17.
Anbieter
Die folgenden Lieferanten werden in Vergabeentscheidungen oder anderen Beschaffungsunterlagen erwähnt:
Auftragsbekanntmachung (2011-11-17) Objekt Umfang der Beschaffung
Titel: Beratung in Sachen Evaluierung
Menge oder Umfang: 1 200 000,00
Gesamtwert des Auftrags: 1 200 000,00 💰
Metadaten der Bekanntmachung
Originalsprache: Englisch 🗣️
Dokumenttyp: Auftragsbekanntmachung
Art des Auftrags: Dienstleistungen
Verordnung: Europäische Union, mit GPA-Beteiligung
Gemeinsames Vokabular für öffentliche Aufträge (CPV)
Code: Beratung in Sachen Evaluierung📦
Verfahren
Verfahrensart: Verhandlungsverfahren
Angebotsart: Angebot für alle Lose
Vergabekriterien
Wirtschaftlichstes Angebot
Öffentlicher Auftraggeber Identität
Land: Deutschland 🇩🇪
Art des öffentlichen Auftraggebers: Sonstiges
Name des öffentlichen Auftraggebers: DEG - Deutsche Investitions- und Entwicklungsgesellschaft mbH
Postanschrift: Kämmergasse 22
Postleitzahl: 50676
Postort: Köln
Kontakt
Internetadresse: http://www.deginvest.de🌏
E-Mail: stefanie.klenke@deginvest.de📧
Telefon: +49 22149861205📞
Fax: +49 22149861794 📠
As one of Europe's largest development finance institutions, DEG promotes private business structures to contribute to sustainable economic growth and improved living conditions. DEG invests in profitable projects that contribute to sustainable development in all sectors of the economy, from agribusiness to infrastructure and manufacturing to services. The financial sector is a further focus in order to facilitate reliable access to investment capital locally.
As one of Europe's largest development finance institutions, DEG promotes private business structures to contribute to sustainable economic growth and improved living conditions. DEG invests in profitable projects that contribute to sustainable development in all sectors of the economy, from agribusiness to infrastructure and manufacturing to services. The financial sector is a further focus in order to facilitate reliable access to investment capital locally.
For DEG the implementation of risk adequate Environmental and Social Management Systems ("ESMS") is an essential part of today's best risk management practice. In this context DEG's financial sector clients are required to develop, implement and maintain an ESMS for better assessing, mitigating, documenting and monitoring impacts and risks associated with financing and investment. DEG's financial sector clients are also required to nominate an Environmental and Social Compliance Officer; provide adequate training of their staff; and measure the continuous progress through an Annual Environmental and Social Compliance Report.
For DEG the implementation of risk adequate Environmental and Social Management Systems ("ESMS") is an essential part of today's best risk management practice. In this context DEG's financial sector clients are required to develop, implement and maintain an ESMS for better assessing, mitigating, documenting and monitoring impacts and risks associated with financing and investment. DEG's financial sector clients are also required to nominate an Environmental and Social Compliance Officer; provide adequate training of their staff; and measure the continuous progress through an Annual Environmental and Social Compliance Report.
DEG seeks to support Financial Institutions (FI) and Private Equity Funds (PEF) clients in the process of developing and implementing adequate Environmental and Social Management Systems to manage their specific environmental and social risks by providing guidance and advice.
DEG seeks to support Financial Institutions (FI) and Private Equity Funds (PEF) clients in the process of developing and implementing adequate Environmental and Social Management Systems to manage their specific environmental and social risks by providing guidance and advice.
The financial sector clients qualified to participate in the programme captured by the tendered framework agreement will be mainly mid-cap banks & financial institutions (FI's) as well as Private Equity Funds (PEF) located im emerging markets (without any regional focus) with medium E&S risks in the total portfolio but also with high sector-specific E&S risks.
The financial sector clients qualified to participate in the programme captured by the tendered framework agreement will be mainly mid-cap banks & financial institutions (FI's) as well as Private Equity Funds (PEF) located im emerging markets (without any regional focus) with medium E&S risks in the total portfolio but also with high sector-specific E&S risks.
Target companies could be new clients which need assistance to fulfil all DEG requirements during due diligence procedure, existing clients with a need / the willingness to improve their E&S performance and potential new clients for whose the project will be the starting point of an improvement process to fulfil DEG requirements.
Target companies could be new clients which need assistance to fulfil all DEG requirements during due diligence procedure, existing clients with a need / the willingness to improve their E&S performance and potential new clients for whose the project will be the starting point of an improvement process to fulfil DEG requirements.
DEG wants the Operator to use a five-phase approach to support financial sector clients in developing and implementing an Environmental and Social Management Systems (ESMS).
Under consideration of different starting points of different target companies, the phase approach as described below serves as basic framework only and needs to be customized for each project, considering also individual needs and existing procedures.
Under consideration of different starting points of different target companies, the phase approach as described below serves as basic framework only and needs to be customized for each project, considering also individual needs and existing procedures.
— Phase 1: Initial on-site visit by the consultant,
— Phase 2: Off-site support, tool developing,
— Phase 3: Review and on-site training, pilot phase,
— Phase 4: Evaluation pilot phase,
— Phase 5: Off-site support, final evaluation.
In the financial sector, DEG's environmental and social requirements generally encompass the compliance of the financial institution and its clients with.
a) National environmental and social laws and regulations
b) ILO Core Labour Conventions
c) World Bank / IFC Performance Standards and relevant Sector Guidelines for all projects with high risks involved
d) DEG's Exclusion List for its entire portfolio
e) E&S requirements of other Development Finance Institutions (DFI) like IFC, EBRD, EDFI (in case the FI/PEF is financed by other DFI's as well)
DEG has elaborated Terms of Reference for commissioning various individual ESMS advisories in different FI and PEF clients under a framework Agreement.
The contract is envisaged to be a framework agreement. Every individual assignment will be commissioned through an engagement order specifying details such as time requirements, staff involved and cost with each individual FI or PEF.
The duration of the framework agreement shall be up to 48 months (see II.1.4 and II.3).
DEG reserves to conclude the framework agreement envisaged with up to 3 operators.
Dauer: 48 Monate Ort der Leistung
Hauptstandort oder Erfüllungsort:
On-site at the offices of various customers of DEG in developing countries and emerging markets.
Rechtliche, wirtschaftliche, finanzielle und technische Informationen Bedingungen für die Teilnahme
Befähigung zur Berufsausübung:
a) (On request of the contracting authority): Proof of the economic operator's incorporation and/or registration, as prescribed in its country of origin, on one of the professional or trade registers or provision of a certificate or an oath that is engaged in the profession in question in a specific place and a given business name;
a) (On request of the contracting authority): Proof of the economic operator's incorporation and/or registration, as prescribed in its country of origin, on one of the professional or trade registers or provision of a certificate or an oath that is engaged in the profession in question in a specific place and a given business name;
b) (On request of the contracting authority): Proof of payment of the operator's taxes according to the legal provisions of its country of origin;
c) (On request of the contracting authority): Proof of payment of the operator's social security contributions according to the legal provisions of its country of origin;
d) Declaration of the economic operator, that reasons for exclusion from participation as described in Art. 45 para. 2 2004/18/EG do not exist. For this declaration, a standard form is provided in the specifications.
Wirtschaftliche und finanzielle Leistungsfähigkeit:
a) Balance sheets or extracts from the balance sheets, where publication of the balance sheet is required under the law of the country in which the economic operator is established;
b) Statement of the company's overall turnover of the last three financial years available;
c) (At operator's option): further proof concerning its economical and financial capacity, e.g. estimated turnover of the current year.
Mindeststandards:
Sufficient economic and financial standing to carry out the contract to be awarded with a prognosis over the contract's period according to the submitted documents.
Technische und berufliche Fähigkeiten:
a) Description of similar projects in the last 3-5 years including client's name/contracting institution, address and contact person;
b) Statement of experience in implementing environmental and social management systems or integrated risk management systems at Financial Institutions and Private Equity Funds;
c) Statement of in-depth knowledge of IFC Performance Standards, IFC EHS Guidelines as well as other DFI (EDFI, EBRD) standards and ILO Core Labour Standards;
d) Statement of experience in developing and transition countries.
Evidence (CV) of language skills in English, Spanish, French, Russian (if possible);
e) An indication of a team consisting of environmental and social specialists with regional expertise in Africa, Asia, Latin America and Eastern Europe / former Soviet Union as well as a track record in the implementation of ESMS in these countries;
f) Notice: the Contracting Authority will consider other relevant evidence of the Operator's technical capacity if it finds valid reasons to do so.
Mindeststandards:
Operator's qualification and experience in the field of the implementation of risk adequate ESMS as well as accordingly qualified staff. Adequacy and acceptability of resources to successfully undertake the contract (evidenced mainly by the qualification of experts).
Operator's qualification and experience in the field of the implementation of risk adequate ESMS as well as accordingly qualified staff. Adequacy and acceptability of resources to successfully undertake the contract (evidenced mainly by the qualification of experts).
An operator which relies on other companies to provide for its technical capacity must give evidence that these companies' technical capacity is at the operator's disposal. This evidence may be given through a formal obligation for which a standard form is provided in the specifications. Furthermore, the operator must prove that all companies it relies on for its technical capacity fulfill the requirements according to No. III.2.1 through III.2.3.
An operator which relies on other companies to provide for its technical capacity must give evidence that these companies' technical capacity is at the operator's disposal. This evidence may be given through a formal obligation for which a standard form is provided in the specifications. Furthermore, the operator must prove that all companies it relies on for its technical capacity fulfill the requirements according to No. III.2.1 through III.2.3.
Auftragsausführung
Wichtigste Finanzierungsbedingungen und Zahlungsmodalitäten und/oder Verweis auf die einschlägigen Bestimmungen, die sie regeln: See specifications.
Rechtsform der Gruppe von Wirtschaftsteilnehmern, an die der Auftrag vergeben werden soll:
All members of the group are subject to joint liability and must name a common authorized representative.
A tenderer may sign subcontractors.
Sonstige besondere Bedingungen:
The team for this engagement should consist of a number of environmental and social ("E&S") specialists, combining local knowledge and language skills with sound experience in developing and implementing ESMS according to international standards in the finance sector. Additionally, the Operator will have to provide a framework contract coordinator.
The team for this engagement should consist of a number of environmental and social ("E&S") specialists, combining local knowledge and language skills with sound experience in developing and implementing ESMS according to international standards in the finance sector. Additionally, the Operator will have to provide a framework contract coordinator.
The Operator should have the flexibility to carry out site visits with a lead-time of no more than 2-4 weeks.
Namen und berufliche Qualifikationen des Personals ✅
Verfahren
Höchstzahl der Wirtschaftsteilnehmer der Rahmenvereinbarung: 3
Laufzeit der Rahmenvereinbarung in Monaten: 48
Mindestzahl der Bewerber: 5
Höchstzahl der Bewerber: 9
Objektive Auswahlkriterien:
1. Documentation according to No. III.2.3 lit a), b) and c), number and quality of references and track record (45 %). 2. Qualified environmental and social specialists with expertise in Africa, Asia, Latin America and Eastern Europe / former Soviet Union according to No. III.2.3 lit. d), e) and f) (45 %). 3. Qualified framework contract coordinator according to No. III. 1.4 (5 %). 4. Economic and financial capacity according to No. III.2.2 (5 %).
1. Documentation according to No. III.2.3 lit a), b) and c), number and quality of references and track record (45 %). 2. Qualified environmental and social specialists with expertise in Africa, Asia, Latin America and Eastern Europe / former Soviet Union according to No. III.2.3 lit. d), e) and f) (45 %). 3. Qualified framework contract coordinator according to No. III. 1.4 (5 %). 4. Economic and financial capacity according to No. III.2.2 (5 %).
Datum der Absendung der Aufforderungen: 2012-01-03 📅
Vergabekriterien
Kriterium: 1. Quality of the operator's concept taking into account the means of communication as well as quality management judging from the documents submitted as well as the personal presentation and level of experience (50)
2. Costs (30)
3. Terms of the contract as a result of the negotiation (20)
Sprachen
Sprache: Deutsch 🗣️
Englisch 🗣️
Öffentlicher Auftraggeber Identität
Andere Art des öffentlichen Auftraggebers: Other
Kontakt
Kontaktperson: Frau Stefanie Klenke
Ergänzende Informationen Körper überprüfen
Name: Vergabekammer des Bundes beim Bundeskartellamt
Postanschrift: Kaiser-Friedrich-Strasse 16
Postort: Bonn
Postleitzahl: 53113
Land: Deutschland 🇩🇪
Telefon: +49 2289499-561📞
Fax: +49 2289499-400/163 📠
Informationen zu Fristen für Nachprüfungsverfahren:
Petition for review on grounds of alleged violations of procurement law are inadmissible according to Sec. 107 para. 3, sentence 1, no. 4 of the Federal Act against Restraints of Competition (Gesetz gegen Wettbewerbsbeschränkungen - GWB) if more than 15 calendar days have passed since the economic operator has received a notification by the contracting authority that it will not remedy the economic operator's objection.
Informationen zu Fristen für Nachprüfungsverfahren
Petition for review on grounds of alleged violations of procurement law are inadmissible according to Sec. 107 para. 3, sentence 1, no. 4 of the Federal Act against Restraints of Competition (Gesetz gegen Wettbewerbsbeschränkungen - GWB) if more than 15 calendar days have passed since the economic operator has received a notification by the contracting authority that it will not remedy the economic operator's objection.
Dienststelle, bei der Informationen über das Überprüfungsverfahren eingeholt werden können
Name: DEG - Deutsche Investitions- und Entwicklungsgesellschaft mbH
Postanschrift: Kaemmergasse 22
Postort: Koeln
Postleitzahl: 50676
Telefon: +49 2214986-1205📞
Fax: +49 2214986-1794 📠 Wiederkehrender Auftrag
48 months after this contract notice
Quelle: OJS 2011/S 222-361210 (2011-11-17)
Bekanntmachung über vergebene Aufträge (2012-05-31) Objekt Umfang der Beschaffung
Gesamtwert des Auftrags: 1 200 000,00 💰
Metadaten der Bekanntmachung
Dokumenttyp: Bekanntmachung über vergebene Aufträge
Ergänzende Informationen Körper überprüfen
Informationen zu Fristen für Nachprüfungsverfahren:
Petition for review on grounds of alleged violations of procurement law are inadmissable according to Sec. 107 para. 3, sentence 1, no. 4 of the Federal Act against Restraints of Competition (Gesetz gegen Wettbewerbsbeschränkungen - GWB) if more than 15 calendar days have passed since the economic operator has received a notification by the contracting authority that it will not remedy the economic operator's objection.
Informationen zu Fristen für Nachprüfungsverfahren
Petition for review on grounds of alleged violations of procurement law are inadmissable according to Sec. 107 para. 3, sentence 1, no. 4 of the Federal Act against Restraints of Competition (Gesetz gegen Wettbewerbsbeschränkungen - GWB) if more than 15 calendar days have passed since the economic operator has received a notification by the contracting authority that it will not remedy the economic operator's objection.