Banking and Financial Sector Development

Deutsche Gesellschaft für Internationale Zusammenarbeit (GIZ)

Core problem:
The financial sector of Myanmar is not able to sustainably and sufficiently render financial services needed by small and medium enterprises.
Module goal:
The regulative and operative framework of the financial sector in Myanmar is improved and thus enabled to provide the SME with the demand driven and economic services
Political partner in Myanmar:
Ministry of Planning and Economic Development of Myanmar
Implementation Partner: Central Bank of Myanmar, Banking Training Institute and other Institutions of the financial sector
SME-finance is basically non-existent in Myanmar. The current regulatory framework restrains banks in engaging with SME. Interest rate limits, as well as excessive collateral, liquidity and capital requirements pose sincere challenges for banks to engage in business with SME. We expect a more enabling regulatory framework to be implemented towards the end of 2013 / beginning of 2014.
Human capacities in the financial sector do not fulfil international standards.
The project operates in four major areas:
1. The first area aims at supporting the Central Bank of Myanmar to create a regulatory framework for formal financial institutions.
2. The second area aims at strengthening the legal framework as well as human capacities with respect to financial accounting and auditing.
3. The third area aims at developing human capacities in the banking sector. In order to prepare bank employees for upcoming opportunities (also in the SME-sector), training institutions, such as the Myanmar Bank Training Institute, are to be strengthened in developing and offering appropriate courses to banks
4. The fourth area aims in assisting selected pilot institutions (Financial Institutions, FI) in offering demand-oriented and sustainable financial services to SME.
The tender will be related to the fourth area of the project, the strengthening of the FI with regards to capacity building and offering SME financial products.
The selection of partaking banks is based on common criteria of integrity, adherence to good governance and best practices. Confidentiality of the data and knowledge of internal topics of the banks is to be granted.
Currently, GIZ is screening and selecting three pilot banks. The pilot banks as well as specific support areas will be identified until the beginning of the official tender.
The strengthening of the FI will consist of several modules to be developed and methods to train and support demand driven the banking staff in the management and operational functions. The methods may contain general trainings to operational staff and management, “on-the-job” trainings, seminars, consultancy, exchange platforms, formats for information sharing, other support (study tours, exchange events, market studies)
Activities to support the selected banks with respect to SME-Finance may include amongst others:
- Individual needs analysis per selected bank
- Development or adjustment implementation of proper MIS
- Design and implementation of modules for trainings (loan officers, management)
- On-the-job training
- Support on strategy development
- Support on the organizational structure and development
Next to the intensive support of the selected pilot banks, the required tasks will also include measures to increase awareness, knowledge, and capacities of the whole banking industry with respect to SME-Finance.
Lessons learnt of the pilot banks should be shared with other interested banks. General trainings regarding SME finance openly offered may complement the services rendered.
Monitoring, evaluation and reporting are integral parts of the required tasks.
Please note that the implementation of the project activities is subject to the approval of the Bundesministerium für wirtschaftliche Zusammenarbeit und Entwicklung (BMZ – German Federal Ministry for Economic Cooperation and Development).

Deadline

Die Frist für den Eingang der Angebote war 2013-09-24. Die Ausschreibung wurde veröffentlicht am 2013-08-22.

Wer? Wie? Wo?
Geschichte der Beschaffung
Datum Dokument
2013-08-22 Auftragsbekanntmachung
Auftragsbekanntmachung (2013-08-22)
Objekt
Umfang der Beschaffung
Titel: Mikrokreditgewährung
Menge oder Umfang:
In order to fulfill the upcoming tasks it is expected, that the consultants are capable of providing advice, guidance and operational support to the management and operational level of the sector, requiring knowledge and consultancy on all levels.Gender and integrative aspects (do-no-harm approach) have to be appropriately addressed in the activities.For the fulfillment of the task at least the following staff with knowledge of the region (south east Asia) and working knowledge of the English language (Burmese language of advantage) is required. Professional skills and experience in financial systems development are essential. Location is Yangon, Myanmar, travelling might be required. Reasonable English of the national staff is of advantage.A close cooperation with the other GIZ-projects and project areas is crucial.The following stuff-framework is envisaged:1 international expert (long term) as responsible manager of the overall implementation as well as implementation consultant for one of the banksBanker or Economist with banking background (or similar background) with sound experience in Development, English language necessary up to 19 months2 international experts (long term) as implementation consultants for one bank each, Banker or Economist with banking background (or similar background) with sound experience in Development Cooperation, English language necessary each up to 19 monthsDepending on the contribution of the partner banks up to 2 national experts (long term):economists, banker or related subject, experience with FI,Burmese language is essential each up to 19 monthsInternational short term experts according to the need during the implementation period in the related subjectsup to 15 monthsNational short term experts according to the need for training, module development, etc. up to 20 monthsUp to 2 administrative staff (office management and bookkeeping), as far as necessary
Mehr anzeigen
Metadaten der Bekanntmachung
Originalsprache: Englisch 🗣️
Dokumenttyp: Auftragsbekanntmachung
Art des Auftrags: Dienstleistungen
Verordnung: Europäische Union, mit GPA-Beteiligung
Gemeinsames Vokabular für öffentliche Aufträge (CPV)
Code: Mikrokreditgewährung 📦

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: Deutsche Gesellschaft für Internationale Zusammenarbeit (GIZ)
Postanschrift: Dag Hammarskjöld Weg 1-5
Postort: Eschborn
Kontakt
Internetadresse: http://www.giz.de 🌏
E-Mail: dorothee.ohl@giz.de 📧
Telefon: +49 6196796401 📞

Referenz
Daten
Absendedatum: 2013-08-22 📅
Einreichungsfrist: 2013-09-24 📅
Veröffentlichungsdatum: 2013-08-24 📅
Kennungen
Bekanntmachungsnummer: 2013/S 164-285871
ABl. S-Ausgabe: 164

Objekt
Umfang der Beschaffung
Kurze Beschreibung:
Core problem:
The financial sector of Myanmar is not able to sustainably and sufficiently render financial services needed by small and medium enterprises.
Module goal:
The regulative and operative framework of the financial sector in Myanmar is improved and thus enabled to provide the SME with the demand driven and economic services
Political partner in Myanmar:
Ministry of Planning and Economic Development of Myanmar
Implementation Partner: Central Bank of Myanmar, Banking Training Institute and other Institutions of the financial sector
SME-finance is basically non-existent in Myanmar. The current regulatory framework restrains banks in engaging with SME. Interest rate limits, as well as excessive collateral, liquidity and capital requirements pose sincere challenges for banks to engage in business with SME. We expect a more enabling regulatory framework to be implemented towards the end of 2013 / beginning of 2014.
Mehr anzeigen
Human capacities in the financial sector do not fulfil international standards.
The project operates in four major areas:
1. The first area aims at supporting the Central Bank of Myanmar to create a regulatory framework for formal financial institutions.
2. The second area aims at strengthening the legal framework as well as human capacities with respect to financial accounting and auditing.
3. The third area aims at developing human capacities in the banking sector. In order to prepare bank employees for upcoming opportunities (also in the SME-sector), training institutions, such as the Myanmar Bank Training Institute, are to be strengthened in developing and offering appropriate courses to banks
Mehr anzeigen
4. The fourth area aims in assisting selected pilot institutions (Financial Institutions, FI) in offering demand-oriented and sustainable financial services to SME.
The tender will be related to the fourth area of the project, the strengthening of the FI with regards to capacity building and offering SME financial products.
The selection of partaking banks is based on common criteria of integrity, adherence to good governance and best practices. Confidentiality of the data and knowledge of internal topics of the banks is to be granted.
Currently, GIZ is screening and selecting three pilot banks. The pilot banks as well as specific support areas will be identified until the beginning of the official tender.
The strengthening of the FI will consist of several modules to be developed and methods to train and support demand driven the banking staff in the management and operational functions. The methods may contain general trainings to operational staff and management, “on-the-job” trainings, seminars, consultancy, exchange platforms, formats for information sharing, other support (study tours, exchange events, market studies)
Mehr anzeigen
Activities to support the selected banks with respect to SME-Finance may include amongst others:
- Individual needs analysis per selected bank
- Development or adjustment implementation of proper MIS
- Design and implementation of modules for trainings (loan officers, management)
- On-the-job training
- Support on strategy development
- Support on the organizational structure and development
Next to the intensive support of the selected pilot banks, the required tasks will also include measures to increase awareness, knowledge, and capacities of the whole banking industry with respect to SME-Finance.
Lessons learnt of the pilot banks should be shared with other interested banks. General trainings regarding SME finance openly offered may complement the services rendered.
Monitoring, evaluation and reporting are integral parts of the required tasks.
Please note that the implementation of the project activities is subject to the approval of the Bundesministerium für wirtschaftliche Zusammenarbeit und Entwicklung (BMZ – German Federal Ministry for Economic Cooperation and Development).
Es werden Varianten akzeptiert
Menge oder Umfang:
In order to fulfill the upcoming tasks it is expected, that the consultants are capable of providing advice, guidance and operational support to the management and operational level of the sector, requiring knowledge and consultancy on all levels.
Gender and integrative aspects (do-no-harm approach) have to be appropriately addressed in the activities.
For the fulfillment of the task at least the following staff with knowledge of the region (south east Asia) and working knowledge of the English language (Burmese language of advantage) is required. Professional skills and experience in financial systems development are essential. Location is Yangon, Myanmar, travelling might be required. Reasonable English of the national staff is of advantage.
Mehr anzeigen
A close cooperation with the other GIZ-projects and project areas is crucial.
The following stuff-framework is envisaged:
1 international expert (long term) as responsible manager of the overall implementation as well as implementation consultant for one of the banks
Banker or Economist with banking background (or similar background) with sound experience in Development, English language necessary up to 19 months
2 international experts (long term) as implementation consultants for one bank each, Banker or Economist with banking background (or similar background) with sound experience in Development Cooperation, English language necessary each up to 19 months
Mehr anzeigen
Depending on the contribution of the partner banks up to 2 national experts (long term):
economists, banker or related subject, experience with FI,
Burmese language is essential each up to 19 months
International short term experts according to the need during the implementation period in the related subjects
up to 15 months
National short term experts according to the need for training, module development, etc. up to 20 months
Up to 2 administrative staff (office management and bookkeeping), as far as necessary
Referenznummer: PN 12.2481.5-001.00 VN 81165204
Ort der Leistung
Hauptstandort oder Erfüllungsort: Maynmar

Rechtliche, wirtschaftliche, finanzielle und technische Informationen
Auftragsausführung
Sonstige besondere Bedingungen:
If you are interested in implementing the above project please complete the following document and return it no later than 24.09.2013 to the following e-mail address: vel@giz.de
To obtain automatic confirmation of receipt of your expression of interest at GIZ, please enter "expression of interest" and the contract no. in the subject line when returning this form.
The evaluation of the expressions of interest is expected to be completed by 30.09.2013.
If we are unable to consider you, we shall send you brief notification to this end.
Please note: The application of the Capacity WORKS management model is an integral component of the contract and therefore forms part of the Terms of Reference. In the technical assessment of the offers, emphasis is placed on ensuring that Capacity WORKS has been adequately taken into account. It is important that the relevant personnel (team leader, backstopper) undergo training with a GIZ-accredited provider before the start of the project.
Mehr anzeigen
Please fill in the expression of interest which can be downloaded from the homepage of GIZ :
and then click on actual tender

Verfahren
Mindestzahl der Bewerber: 5
Höchstzahl der Bewerber: 8
Sprachen
Sprache: Englisch 🗣️

Öffentlicher Auftraggeber
Identität
Andere Art des öffentlichen Auftraggebers: Other
Kontakt
Kontaktperson: OE 5310 Vertragswesen
Dorothee Ohl
Name: Deutsche Gesellschaft für Internationale Zusammenarbeit (GIZ) GmbH
Postanschrift: Dag - Hammarskjöld Weg 1-5
Postleitzahl: 65760
Kontaktperson: OE 5350
Zimmmer ED 21097
E-Mail: vel@giz.de 📧
URL der Teilnahme: http://www.giz.de/en/workingwithgiz/bidding_procurement.html 🌏

Referenz
Daten
Datum des Beginns: 2014-03-01 📅
Datum des Endes: 2015-09-30 📅
Kennungen
Vom öffentlichen Auftraggeber vergebene Referenznummer: PN 12.2481.5-001.00 VN 81165204

Ergänzende Informationen
Körper überprüfen
Name: Vergabekammer des Bundes beim Bundeskartellamt
Postanschrift: Villemombler Str. 76
Postort: Bonn
Postleitzahl: 53123
Land: Deutschland 🇩🇪
E-Mail: info@bundeskartellamt.bund.de 📧
Telefon: +49 22894990 📞
Fax: +49 2289499163 📠
Quelle: OJS 2013/S 164-285871 (2013-08-22)
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