81291760-Short-Term Expert Pool to support Public Financial Management Reform in Serbia

Deutsche Gesellschaft für Internationale Zusammenarbeit (GIZ) GmbH

The project advises the Ministry of Finance (MoF) including its subordinate authorities and key actors fostering the implementation of the 2030 Agenda on technical and strategic issues. Moreover, it hosts a non-state actors" platform (SDGs4All) on the 2030 Agenda with the objective to increase the evidence-based participation of non-state stakeholders in the policy making.
It works in four fields of intervention: 1) Improving Public Internal Financial Control (PIFC) mechanisms (EU negotiation chapter 32 ); 2) Advancing the fulfilment of PFM-relevant EU negotiation chapters (namely 16, 17, 18, 29, 33); 3) supporting public institutions in exercising their roles regarding the 2030 Agenda implementation; and 4) supporting evidence-based participation of non-state actors in national and local 2030 Agenda monitoring.
The Module Objective reads: "Serbia has implemented key reform steps within the EU negotiation cluster 1 in the area of public finances and the 2030 Agenda". It will be achieved thorugh interventions in four outputs, two of which (Output 1 and 2) directly relate to PFM reforms while Output 3 and 4 relate to pursuing the 2030 Agenda for Sustainable Develpoment in Serbia (not displayed here).
The objectives of two PFM-relevant Outputs (1 and 2) read as follows:
Output 1: Strengthening Internal Financial Control
In Serbia's internal financial control system, internal audit and budget inspection work more effectively.
Output 2: Strengthening the functioning and efficiency of the PFM System
Based on progress in relation to negotiation Cluster 1 "Fundamentals", Chapters 16, 17, 18, 29, 33 and the 2030 Agenda, the public finance system is more effective.
Thus the project"s support activities will expectedly focus on, but not necessarily be limited to: Financial Control, Budget Management, Domestic Revenue Mobilisation, EU rapprochement and cross-cutting issues (such as organizational development, human resources management - HRM, Soft skills development, project management, digitisation of the administration, "Green PFM issues" e.g. green budget tagging, public participation/citizens engagement, gender/LNOB).

Deadline

Die Frist für den Eingang der Angebote war 2023-02-09. Die Ausschreibung wurde veröffentlicht am 2023-01-09.

Anbieter

Die folgenden Lieferanten werden in Vergabeentscheidungen oder anderen Beschaffungsunterlagen erwähnt:

• Belit d.o.o. Beograd
• GOPA Worldwide Consultants GmbH

Wer?

• Deutsche Gesellschaft für Internationale Zusammenarbeit (GIZ) GmbH

Wie?

Wo?

• Darmstadt › Main-Taunus-Kreis
• Srbija/Сpбија

Geschichte der Beschaffung

Datum	Dokument
2023-01-09	Auftragsbekanntmachung
2023-09-05	Bekanntmachung über vergebene Aufträge

Auftragsbekanntmachung (2023-01-09)
Objekt
Umfang der Beschaffung
Titel: Beratung im Bereich Finanzverwaltung
Referenznummer: 81291760
Kurze Beschreibung:

The project advises the Ministry of Finance (MoF) including its subordinate authorities and key actors fostering the implementation of the 2030 Agenda on technical and strategic issues. Moreover, it hosts a non-state actors" platform (SDGs4All) on the 2030 Agenda with the objective to increase the evidence-based participation of non-state stakeholders in the policy making. It works in four fields of intervention: 1) Improving Public Internal Financial Control (PIFC) mechanisms (EU negotiation chapter 32 ); 2) Advancing the fulfilment of PFM-relevant EU negotiation chapters (namely 16, 17, 18, 29, 33); 3) supporting public institutions in exercising their roles regarding the 2030 Agenda implementation; and 4) supporting evidence-based participation of non-state actors in national and local 2030 Agenda monitoring. The Module Objective reads: "Serbia has implemented key reform steps within the EU negotiation cluster 1 in the area of public finances and the 2030 Agenda". It will be achieved thorugh interventions in four outputs, two of which (Output 1 and 2) directly relate to PFM reforms while Output 3 and 4 relate to pursuing the 2030 Agenda for Sustainable Develpoment in Serbia (not displayed here). The objectives of two PFM-relevant Outputs (1 and 2) read as follows: Output 1: Strengthening Internal Financial Control In Serbia's internal financial control system, internal audit and budget inspection work more effectively. Output 2: Strengthening the functioning and efficiency of the PFM System Based on progress in relation to negotiation Cluster 1 "Fundamentals", Chapters 16, 17, 18, 29, 33 and the 2030 Agenda, the public finance system is more effective. Thus the project"s support activities will expectedly focus on, but not necessarily be limited to: Financial Control, Budget Management, Domestic Revenue Mobilisation, EU rapprochement and cross-cutting issues (such as organizational development, human resources management - HRM, Soft skills development, project management, digitisation of the administration, "Green PFM issues" e.g. green budget tagging, public participation/citizens engagement, gender/LNOB).

Kurze Beschreibung

The project advises the Ministry of Finance (MoF) including its subordinate authorities and key actors fostering the implementation of the 2030 Agenda on technical and strategic issues. Moreover, it hosts a non-state actors" platform (SDGs4All) on the 2030 Agenda with the objective to increase the evidence-based participation of non-state stakeholders in the policy making.

It works in four fields of intervention: 1) Improving Public Internal Financial Control (PIFC) mechanisms (EU negotiation chapter 32 ); 2) Advancing the fulfilment of PFM-relevant EU negotiation chapters (namely 16, 17, 18, 29, 33); 3) supporting public institutions in exercising their roles regarding the 2030 Agenda implementation; and 4) supporting evidence-based participation of non-state actors in national and local 2030 Agenda monitoring.

The Module Objective reads: "Serbia has implemented key reform steps within the EU negotiation cluster 1 in the area of public finances and the 2030 Agenda". It will be achieved thorugh interventions in four outputs, two of which (Output 1 and 2) directly relate to PFM reforms while Output 3 and 4 relate to pursuing the 2030 Agenda for Sustainable Develpoment in Serbia (not displayed here).

The objectives of two PFM-relevant Outputs (1 and 2) read as follows:

Output 1: Strengthening Internal Financial Control

In Serbia's internal financial control system, internal audit and budget inspection work more effectively.

Output 2: Strengthening the functioning and efficiency of the PFM System

Based on progress in relation to negotiation Cluster 1 "Fundamentals", Chapters 16, 17, 18, 29, 33 and the 2030 Agenda, the public finance system is more effective.

Thus the project"s support activities will expectedly focus on, but not necessarily be limited to: Financial Control, Budget Management, Domestic Revenue Mobilisation, EU rapprochement and cross-cutting issues (such as organizational development, human resources management - HRM, Soft skills development, project management, digitisation of the administration, "Green PFM issues" e.g. green budget tagging, public participation/citizens engagement, gender/LNOB).

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 im Bereich Finanzverwaltung 📦
Zusätzlicher CPV-Code: Finanzberatung 📦
Ort der Leistung
NUTS-Region: Srbija/Сpбија 🏙️

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) GmbH
Postanschrift: Dag-Hammarskjöld-Weg 1 - 5
Postleitzahl: 65760
Postort: Eschborn
Kontakt
Internetadresse: https://www.giz.de 🌏
E-Mail: giz@imtb.de 📧
URL der Dokumente: https://ausschreibungen.giz.de/Satellite/notice/CXTRYY6YQ5K/documents 🌏
URL der Teilnahme: https://ausschreibungen.giz.de/Satellite/notice/CXTRYY6YQ5K 🌏

Referenz
Daten
Absendedatum: 2023-01-09 📅
Einreichungsfrist: 2023-02-09 📅
Veröffentlichungsdatum: 2023-01-13 📅
Datum des Beginns: 2023-06-01 📅
Datum des Endes: 2025-12-31 📅
Kennungen
Bekanntmachungsnummer: 2023/S 010-023007
ABl. S-Ausgabe: 10
Zusätzliche Informationen

All communication takes place in English via communication tool in the project area of the procurement portal. Bekanntmachungs-ID: CXTRYY6YQ5K

Objekt
Umfang der Beschaffung
Kurze Beschreibung:

It works in four fields of intervention: 1) Improving Public Internal Financial Control (PIFC) mechanisms (EU negotiation chapter 32 ); 2) Advancing the fulfilment of PFM-relevant EU negotiation chapters (namely 16, 17, 18, 29, 33); 3) supporting public institutions in exercising their roles regarding the 2030 Agenda implementation; and 4) supporting evidence-based participation of non-state actors in national and local 2030 Agenda monitoring.

The Module Objective reads: "Serbia has implemented key reform steps within the EU negotiation cluster 1 in the area of public finances and the 2030 Agenda". It will be achieved thorugh interventions in four outputs, two of which (Output 1 and 2) directly relate to PFM reforms while Output 3 and 4 relate to pursuing the 2030 Agenda for Sustainable Develpoment in Serbia (not displayed here).

The objectives of two PFM-relevant Outputs (1 and 2) read as follows:

Output 1: Strengthening Internal Financial Control

In Serbia's internal financial control system, internal audit and budget inspection work more effectively.

Output 2: Strengthening the functioning and efficiency of the PFM System

Based on progress in relation to negotiation Cluster 1 "Fundamentals", Chapters 16, 17, 18, 29, 33 and the 2030 Agenda, the public finance system is more effective.

Thus the project"s support activities will expectedly focus on, but not necessarily be limited to: Financial Control, Budget Management, Domestic Revenue Mobilisation, EU rapprochement and cross-cutting issues (such as organizational development, human resources management - HRM, Soft skills development, project management, digitisation of the administration, "Green PFM issues" e.g. green budget tagging, public participation/citizens engagement, gender/LNOB).

The contractor is expected to support the project by managing short-term expert (STE) services to the project. The assignment encompasses the provision of three pools of STEs:

- one pool of internationally experienced PFM experts

- one pool of locally/regionally (Western Balkans) experienced PFM experts to provide expertise required to implement any PFM reform activities

- one pool of locally/regionally experienced (Western Balkans) IT experts to support IT-related reforms of the PFM system.

The contractor is expected to make experts" services available on a demand-driven basis. All expert assignments will be jointly identified by the project and its partners and closely coordinated with the contractor.

A long-term national expert, referred to as the "pool manager", must be employed by the contractor who will be responsible for the operational management of the short-term expert pools (STEP). The pool manager shall be permanently posted in Serbia (Belgrade). Concrete tasks include (but must not be limited to):

- Managing two STEPs for PFM (international and national/regional, respectively) and one pool for STEs for digitization/IT issues (national/regional), who provide their services in the key intervention areas of the project

- Each individual assignment of any STE will be jointly planned with the project and its partners in close coordination with the STEP manager

- Contracting STEs and managing all related administrative issues (including travel arrangements etc.);

- Managing STE"s assignments, ensuring quality of services and timeliness of agreed deliverables (including products and reports);

- Supporting the project team in drafting Terms of Reference (ToR) to define experts" assignments, concept notes etc.

- Coordination with and reporting to the project team

The project follows a results-oriented approach that requires a high level of flexibility and adaptability which means that although required services will in general follow the provided examples and thematic areas, the exact activities and milestones cannot be exactly defined at this point. Further refinements will be required throughout the implementation of the contract in close cooperation between the project and its partners.

Beschreibung der Verlängerungen:

GIZ may optionally commission contract amendments and/or increases based on the criteria in the tender documents to the successful bidder of this tender. For details, please see the terms of reference.

Beschreibung der Optionen:

Ort der Leistung
Hauptstandort oder Erfüllungsort: 00000 Serbien

Rechtliche, wirtschaftliche, finanzielle und technische Informationen
Bedingungen für die Teilnahme
Befähigung zur Berufsausübung:

1. Trading name and address, commercial register number.

2. Eligibility declaration that no grounds for exclusion in Section 123, 124 of the German Act Against Restraints of Competition (GWB) apply.

3. Eligibility declaration that no grounds for exclusion in Section 22 LkSG apply.

4. Eligibility declaration subcontractors if applicable.

5. Association clause if applicable.

Wirtschaftliche und finanzielle Leistungsfähigkeit:

1. Average annual turnover for the last three years (last-but-four financial year can be included in case of tenders held within 6 months of end of last financial year), at least: 500,000 EUR

2. Average number of employees and managers in the last three calendar years, at least 10 persons

Technische und berufliche Fähigkeiten:

1. The technical assessment is only based on reference projects with a minimum commission value of 100,000 EUR.

2. At least 3 reference projects in the technical field Public Finance and at least 2 reference projects in the region Southern Europe in the last 3 years.

Verfahren
Rechtsgrundlage: 32014L0024
Mindestzahl der Bewerber: 3
Höchstzahl der Bewerber: 5
Objektive Kriterien für die Auswahl der begrenzten Anzahl von Bewerbern:

A selection will be made under all eligible participants based on the following criteria:

1. Technical experience:

- Public Financial Managment - 15 %

- EU Alignment - 15 %

- IT Reforms in Public Administrations - 15 %

- Public Internal Financial Control - 10 %

- Green Public Finance Mechanisms - 10 %

2. Regional experience

- Serbia - 25 %

3. Experience of development projects (ODA-financed)

- Experience of development projects (at least 50% ODA-financed) - 10 %

Zeitpunkt des Eingangs der Angebote: 12:00
Datum der Absendung der Aufforderungen: 2023-03-01 📅
Sprachen, in denen Angebote oder Teilnahmeanträge eingereicht werden können: Englisch 🗣️

Öffentlicher Auftraggeber
Identität
Andere Art des öffentlichen Auftraggebers: Legal person governed by private law (gemeinnützige GmbH) wholly owned by the Federal Republic of Germany
Kontakt
Dokumente URL: https://ausschreibungen.giz.de/Satellite/notice/CXTRYY6YQ5K/documents 🌏

Referenz
Zusätzliche Informationen

All communication takes place in English via communication tool in the project area of the procurement portal.

Bekanntmachungs-ID: CXTRYY6YQ5K

Ergänzende Informationen
Körper überprüfen
Name: Die Vergabekammern des Bundes
Postanschrift: Villemombler Straße 76
Postort: Bonn
Postleitzahl: 53123
Land: Deutschland 🇩🇪
Telefon: +49 2289499-0 📞
E-Mail: vk@bundeskartellamt.bund.de 📧
Fax: +49 2289499-163 📠
Internetadresse: https://www.bundeskartellamt.de 🌏
Informationen zu Fristen für Nachprüfungsverfahren:

According to Article 160, Section 3 of the German Act Against Restraint of Competition (GWB), application for review is not permissible insofar as

1. the applicant has identified the claimed infringement of the procurement rules before submitting the application for review and has not submitted a complaint to the contracting authority within a period of 10 calendar days; the expiry of the period pursuant to Article 134, Section 2 remains unaffected,

2. complaints of infringements of procurement rules that are evident in the tender notice are not submitted to the contracting authority at the latest by the expiry of the deadline for the application or by the deadline for the submission of bids, specified in the tender notice.

3. complaints of infringements of procurement rules that first become evident in the tender documents are not submitted to the contracting authority at the latest by the expiry of the deadline for application or by the deadline for the submission of bids,

4. more than 15 calendar days have expired since receipt of notification from the contracting authority that it is unwilling to redress the complaint.

Sentence 1 does not apply in the case of an application to determine the invalidity of the contract in accordance with Article 135, Section 1 (2). Article 134, Section 1, Sentence 2 remains unaffected.

Quelle: OJS 2023/S 010-023007 (2023-01-09)

Bekanntmachung über vergebene Aufträge (2023-09-05)
Objekt
Umfang der Beschaffung
Gesamtwert des Auftrags: 812 590 EUR 💰
Metadaten der Bekanntmachung
Dokumenttyp: Bekanntmachung über vergebene Aufträge

Verfahren
Angebotsart: Entfällt

Referenz
Daten
Absendedatum: 2023-09-05 📅
Veröffentlichungsdatum: 2023-09-08 📅
Kennungen
Bekanntmachungsnummer: 2023/S 173-541323
Verweist auf Bekanntmachung: 2023/S 010-023007
ABl. S-Ausgabe: 173
Zusätzliche Informationen
Bekanntmachungs-ID: CXTRYY6Y1BKLDZ4B

Verfahren
Vergabekriterien
Qualitätskriterium (Bezeichnung): Technical Assessment
Qualitätskriterium (Gewichtung): 70
Preis (Gewichtung): 30.00

Auftragsvergabe
Datum des Vertragsabschlusses: 2023-09-04 📅
Name: GOPA Worldwide Consultants GmbH
Postanschrift: Hindenburgring 18
Postort: Bad Homburg
Postleitzahl: 61348
Land: Deutschland 🇩🇪
Hochtaunuskreis 🏙️
Name: Belit d.o.o. Beograd
Postanschrift: Trg Nikole Pasica 9
Postort: Belgrad
Land: Serbien 🇷🇸
Gesamtwert des Auftrags: 812 590 EUR 💰
Informationen über Ausschreibungen
Anzahl der eingegangenen Angebote: 4
Quelle: OJS 2023/S 173-541323 (2023-09-05)

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