Financial consultancy services (Германия - Тендер #41924039)

1. Section I
   1. Name and addresses
      Deutsche Gesellschaft für Internationale Zusammenarbeit (GIZ) GmbH
      Dag-Hammarskjöld-Weg 1 - 5
      Eschborn
      65760
      Germany
      Telephone: +49 619679
      E-mail: pamela.reusch@giz.de
      Fax: +49 61967980
      
   2. Joint procurement
      
   3. Communication
      The procurement documents are available for unrestricted and full direct access, free of charge, at
      https://ausschreibungen.giz.de/Satellite/notice/CXTRYY6Y85J/documents
      Additional information can be obtained from the abovementioned addresselectronically via: https://ausschreibungen.giz.de/Satellite/notice/CXTRYY6Y85J
      
      
   4. Type of the contracting authority:
      Other type: Legal person governed by private law (gemeinützige GmbH) wholly owned by the Federal Republic of Germany
      
   5. Main activity:
      Other activity: International Development Cooperation
      
2. Section II
   1. Scope of the procurement:
      1. Title:
         

         81296102-Development and implementation of transition plans for financial institutions

         Reference number: 81296102
         
      2. Main CPV code:
         66171000
         
      3. Type of contract:
         Services
         
      4. Short description:
         

         On behalf of Germany"s Federal Ministry of Economic Cooperation and Development (BMZ) GIZ is implementing the global program "Sustainable Economic Transformation and Sustainable Finance". The program supports developing and emerging economies to advance the transformation of their economies and financial sectors in alignment with the Paris Agreement and the Sustainable Development Goals and to enable a just transition.

         The program"s sustainable finance component aims to accelerate the transformation of the financial sector towards sustainability through interventions on three levels:

         1. Framework conditions for sustainable finance: Creating an enabling environment for sustainable finance through policy and regulatory reforms in partner countries; and

         2. Transformation of financial institutions: Promoting the integration of sustainability into strategy, governance and business practices through capacity building and advisory in the financial sector with a focus on commercial banks and public development banks (PDBs) in partner countries.

         3. International agenda setting and knowledge transfer: Strengthening global dialogue on sustainable finance within relevant international forums and initiatives with a view to strengthening the voice of partner countries at the international level and promoting the alignment of national and international standards;

      5. Estimated total value:
         
         
      6. Information about lots:
         This contract is divided into lots: no
   2. Description
      1. Title:
         
      2. Additional CPV code(s):
         71241000
         
      3. Place of performance:
         Main site or place of performance:

         Deutsche Gesellschaft für Internationale Zusammenarbeit (GIZ) GmbH Dag-Hammarskjöld-Weg 1 - 5 65760 Eschborn

      4. Description of the procurement:
         

         The tender focuses on the program"s activities in supporting the transformation of individual financial institutions (FIs) in partner countries.

         First, an analytical report / flagship publication shall be prepared, that provides guidance on how individual FIs can align their operations with the Sustainable Development Goals (SDGs), the Paris Agreement and the Convention on Biological Diversity (CBD). Based on international initiatives and standards (e.g., UNEP FI"s Principles for Responsible Banking (PRB), the Equator Principles, the IFC sustainability policies and standards, TCFD, TNFD, NZBA, GFANZ, TPT and others), the objective of this report is to define the business case for a financial institution"s alignment with the above-mentioned global agendas, and provide guidance on the specific strategic, operational, and technical requirements for banks embarking on this journey.

         Second, individual FIs shall be identified that demonstrate a particular commitment to the consistent implementation of sustainability practices. These FIs shall be supported by tailored technical assistance (TA) measures in a targeted manner in their transformation process to integrate sustainability into business strategy, governance, processes, products and risk management. Where possible, the cooperation with FIs shall build on the activities within the framework of the Principles for Responsible Banking Academy (PRB Academy) that GIZ is implementing in cooperation with UNEP FI and the Chartered Banker Institute (CBI) to offer trainings to FIs, e.g. in India, Egypt and Mexico.

         The support to FIs shall be demand and needs driven. Therefore, needs assessments will be carried out with individual FIs, which will then lead to the elaboration of tailor-made transition plans for selected FIs with the focus on achieving alignment with the Paris Agreement but also the Sustainable Development Goals, the Biodiversity Convention and gender inclusive finance wherever relevant to the FI. Specific TA measures to support selected FIs in their transformation shall be identified and prioritized measures implemented in an optional component of the service contract.

         The services shall be implemented first in 2 countries out of Egypt, India, Mexico, Brazil or Vietnam; while the list of countries is subject to change. The terms of references foresee an optional expansion of the service content to implement the services also in additional countries, including potentially Peru, Rwanda and/or others.

      5. Award criteria:
         Price is not the only award criterion and all criteria are stated only in the procurement documents
      6. Estimated value:
         
         
      7. Duration of the contract, framework agreement or dynamic purchasing system:
         
         Start: 2023-08-01
         End: 2024-02-28
         This contract is subject to renewal: yes
         Description of renewals:

         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.

      8. Information about the limits on the number of candidates to be invited:
         
      9. Information about variants:
         Variants will be accepted: no
         
      10. Information about options:
          Options: yesDescription of options:

          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.

      11. Information about electronic catalogues:
          
          
      12. Information about European Union funds:
          The procurement is related to a project and/or programme financed by European Union funds: no
      13. Additional information:
          
3. Section III
   1. Conditions for participation:
      1. Suitability to pursue the professional activity, including requirements relating to enrolment on professional or trade registers:
         List and brief description of conditions:

         1. Self-declaration: name of company and address, tax ID, registration and commercial register number or equivalent register in accordance with the legal provisions of the country of origin.

         2. No grounds for exclusion pursuant to § 123, § 124 GWB, § 22 LkSG

         3. Declaration of bidding consortium and/or declaration of subcontractors (if applicable)

      2. Economic and financial standing:
         List and brief description of selection criteria:

         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: 350.000,- EUR

         2. Average number of employees and managers in the last three calendar years, at least 5 persons

         Minimum level(s) of standards possibly required:

         1. The technical assessment is only based on reference projects with a minimum commission value of 20.000,- EUR.

         2. At least 3 reference projects in the technical field of 1 in training and capacity development for FIs, 1 green finance implementation support for FIs; 1 in Environmental Mangement Systems for FIs and at least 3 reference projects 1 in Africa, 1 in Latin America, 1 in South-East Asia or South Asia in the last 3 years

      3. Technical and professional ability:
         
      4. Information about reserved contracts:
         
   2. Conditions related to the contract:
      1. Information about a particular profession:
         
      2. Information about staff responsible for the performance of the contract:
         
4. Section IV
5. Description:
   1. Type of procedure:
      Open procedure
   2. Information about a framework agreement or a dynamic purchasing system:
      
   3. Information about reduction of the number of solutions or tenders during negotiation or dialogue:
      
   4. Information about negotiation:
      
   5. Information about electronic auction:
      
   6. Information about the Government Procurement Agreement (GPA):
      The procurement is covered by the Government Procurement Agreement: yes
6. Administrative information:
   1. Previous publication concerning this procedure:
      
   2. Time limit for receipt of tenders or requests to participate:
      Date: 2023-06-14
      Local time: 12:00
      
   3. Estimated date of dispatch of invitations to tender or to participate to selected candidates:
      
   4. Languages in which tenders or requests to participate may be submitted:
      EN
   5. Minimum time frame during which the tenderer must maintain the tender:
      Tender must be valid until: 2023-10-10
      (from the date stated for receipt of tender)
      
   6. Conditions for opening of tenders:
      Date: 2023-06-14
      Local time: 12:00
      

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