The United Nations Entity for Gender Equality and the Empowerment of Women (UN Women) plans to procuce business skills development services as described in this Request for Proposal and its related annexes. UN Women now invites sealed proposals from qualified proposers for providing the requirements as defined in these documents.
Request for Expression of Interest(EOI) Consultancy for Development of a business model for the Technical and Vocational Education and Training Programme (TVET)
Executing Agency (Client):
Greater Amman Municipality (GAM, the Client or the City)
Greater Amman Municipality
City Hall, Ras -Al Ein
Omar Matar Street
P.O.Box 132 Amman
The Client Contact Person:
Eng. Ebtihal Aldayyat, Head of International Tenders Branch
City Hall, Ras -Al Ein
Omar Matar Street
P.O.Box 132 Amman
EBRD Contact Person:
European Bank for Reconstruction and Development
One Exchange Square
London EC2A 2JN
Tel: + 44 20 7338 6369
Fax: +44 20 7338 7451
GAM has approached the European Bank for Reconstruction and Development (the “Bank” or the “EBRD”) with a request to assess the possibility of financing an energy efficient street lighting modernisation programme along the major street network under a Public Private Partnership (“PPP”) structure (the “Project”). The Project is expected to be structured based on an ESCO business model, likely in the form of a shared savings energy performance contract (“EPC”). Given the innovation and scalability of the Project, it will be carried out in a phased approach.
This Assignment will concentrate on Phase 1 of the Project, which includes the upgrading of around 25,000 light fixtures consisting of mostly 250W HPS lamps, and the implementation of associated operation, maintenance, and control systems. All light fixtures of Phase 1 are directly under GAM's control. The Project is envisaged to decrease the electricity consumption by up to 50 per cent, and subsequently lower the electricity costs of currently JOD 9 million per annum. In addition, GAM may implement solar panels as part of the system in certain areas.
The Project will be assessed and further scoped during external technical and financial due diligence, carried out in parallel to this Assignment.
The Project’s tender process has been launched and expressions of interest (“EOI”) were received end of March 2015. Subsequently, the evaluation of the received EOIs and shortlisting of pre-qualified bidders is expected to be finalised by fall-2015. Given that PPPs - and especially ESCO models - are not widely common in Jordan, GAM is seeking a consultant (the “Consultant”) to provide support throughout the tender process (the “Assignment”). The tender process of concessions will be led by GAM (the “Tendering Authority”).
The Client now intends to engage a Consultant to provide technical assistance to the Tendering Authority for the elaboration of all tender documentation for the Project, and support the City throughout the tender process, including negotiation and award of a PPP Agreement, preferably structured as an ESCO/ EPC business model. The tender process should foster competition and result in a well-balanced PPP contract / EPC. The Consultants will assist the City to secure the PPP option that will result with the optimal financial benefits for the City.
The tasks to be carried out for the Assignment will involve discussions with the City and relevant government units responsible for PPP and other related parties, elaboration of documentation, and dialogue and promotion of the PPP/EPC/ESCO tender process. The Consultant will provide a full and complete package of advice concerning legal, financial and technical aspects of the Project. This comprises tender design, and bidding support through to financial close, including and without limitation the following tasks:
• Review Technical Report on Public Lighting Activities and Financial and Economic Report;
• Proposed set-up of the legal structures of the new street lighting solution, based on legislation of PPPs in Jordan, Technical Report on Public Lighting Activities, Financial and Economic Report, and discussions with the bidders;
• Preparation of the PPP/EPC/ESCO full tender documentation and draft contract;
• Assist GAM in the approval process as per Law Number 31 of 2014;
• Assist along the whole tender process in close collaboration with the Bank funded procurement consultant;
• Assistance with financial closure.
The above tasks will include discussions with the Tendering Authority, the Council (as needed), and other relevant stakeholders, such as other consultants, service users, JEPCO, and Public Private Partnership Unit (“PPP Unit”) in coordination with GAM. A skilful use of communications to both internal and external stakeholders will be needed, in order to prepare an acceptable tender, and promote the PPP tender process.
Status of Selection Process: Interested firms or group of firms are hereby invited to submit expressions of interest.
Assignment Start Date and Duration: The Assignment is expected to start in Q1 2016 and has an estimated overall duration of 12 months.
Cost Estimate for the Assignment: EUR 400,000 (exclusive of VAT). Subject to availability of funding, the performance of the selected Consultant and the specific needs of the Client the Assignment may be extended beyond the current scope.
The Consultant must determine whether any indirect taxes/VAT are chargeable on the proposed services and state the basis for such. If any indirect taxes/VAT are payable, the Client will have to pay indirect taxes/VAT element to the services directly to the Consultant unless otherwise agreed.
Funding Source: The contract will be financed by the EU Neighbourhood Investment Facility.
Eligibility: There are no eligibility restrictions.
Consultant Profile: Corporate services are required. The Consultant should be a firm or group of firms preferably with previous project experience related to ESCO business models, EPCs and street lighting projects as well as other municipal infrastructure PPP projects in the past five years, and should be well-versed in planning and regulatory approaches in the public infrastructure and energy sector. Additionally, the Consultant will have an excellent knowledge of the public infrastructure and energy industry internationally in the Middle East region, the legal framework in Jordan for infrastructure services, and an understanding of PPP, ESCO and EPC contracting and risk assessment for both the public and private sector.
The Consultant’s expert team is expected to include the following key experts:
Key Expert No 1: PPP, EPC, ESCO, and infrastructure concessions expert
Key Expert No 2: Street lighting expert;
Key Expert No 3: Electrical engineering expert;
Key Expert No 4: PPP/EPC Procurement Expert;
Key Expert(s) No 5: Infrastructure insurance advisors (or access to such advisors);
Key Expert No 6: Legal experts with specific understanding of the international and Jordanian PPP legal framework, as well as demonstrated experience with international infrastructure concession contracts.
All experts shall have demonstrated design and project management experience preferably in Jordan. The Consultant will preferably include experts in the project team with good Arabic language skills.
Submission Requirements: In order to determine the capability and experience of Consultants to be shortlisted, the information submitted should include the following:
1. Company/group of firms’ profile, organisation and staffing (max. 2-4 pages).
2. Details of previous project experience or similar assignments particularly undertaken in the previous five years, including information on contract value, contracting entity/client, project location/country, duration (mm/yy to mm/yy), expert months provided (if different from duration) , main activities, objectives.
3. CVs of key experts who could carry out the Assignment detailing qualifications, experience in similar assignments, particularly assignments undertaken in the previous five years, including information on contracting entity/client, project location/country, duration (mm/yy to mm/yy), expert months provided, assignment budget, main activities, objectives.
4. Completed Consultant Declaration Form and Contact Sheet, the template for which is available from the following web-link:
The expression of interest shall not exceed 25 pages (excluding CVs Consultant Declaration and Contact Sheet).
The complete expression of interest (including CVs, Consultant Declaration and Contact Sheet) should be submitted, in English via email (pdf) to the Client’s contact person, to reach the Client not later than the closing date. One additional copy shall reach the Bank’s contact person by the same due date. The Expression of Interest shall be one file (pdf). The Client reserves the right to reject applications of firms submitting more than one file. Only if any limitation on the permissible file size is exceeded, the Consultant may split the expression of interest into further files.
1. Following this invitation for expressions of interest, a shortlist of qualified firms will be formally invited to submit proposals. Consultant selection and contracting will be subject to availability of funding.
2. The shortlist criteria are as follows:(a) Firm’s previous project experience in ESCO business models, EPCs and street lighting projects as well as other PPP projects in the past five years (35%)
(b) Firm’s previous project experience in the region and with municipal counterparts (25%)
(c) CVs of Key Expert No’s 1-6 in accordance with the Consultant Profile (30%)
(d) Arabic language skills (10%)
Assignment Description: The availability of professional, well-managed custodian services is one of the building blocks of capital markets. A custodian service, which can be provided by a bank or a special independent company, typically holds customers' securities for safekeeping so as to minimize the risk of their theft or loss, and can also provide a range of services and products, further enhancing the capacity of the local market. This has been a weak aspect of the Jordanian market for some time.
For many years, Jordan’s securities market was served primarily by one foreign bank acting as a local custodian, namely HSBC Jordan. Although the Jordan Securities Commission had granted around 14 custody licenses to local commercial banks, most of these were not active as local banks shied away from offering custody services to international investors. This was mainly due to the fact that the local banks lacked custody expertise needed to attract sophisticated international institutional investors which are active in the Jordanian securities market. As a result, HSBC had a de facto monopoly in offering local custody services.
The reliance on HSBC was highlighted when in 2014 HSBC took a sudden and unexpected decision to exit Jordan (among other Arab countries) and decided to sell its local commercial banking operations to a local Jordanian bank. The suddenness of the exit decision took everyone by surprise, including global custodians who were using its local custody services in Jordan to service their international clients.
The four Jordanian banks have engaged a local consultant to prepare a feasibility study for the establishment of a Jordanian custody company to offer custody services in the Jordanian securities market as well as in some of the other securities markets in the Middle East and North Africa (“MENA”) region. Due to unexpected local developments the European Bank for Reconstruction and Development (the “EBRD” or the “Bank”) has now an opportunity to contribute to the development of such services by supporting the preparation of the feasibility study.
The EBRD now wishes to engage an individual international custody business expert (the “Consultant”) to review the feasibility study, define the business model, propose services and products and ensure that international best practices are applied (the “Assignment”).
The provided services will complement the work of the local consultant carrying out the feasibility study. The Bank will provide an international perspective and best practice in the field of custodian services. Depending on the outcome of the Study, the Bank might further support this important development via a possible investment into the newly established Custodian Company.
Status of Selection Process: Interested individual experts or firms interested in nominating an expert are hereby invited to submit expressions of interest.
Assignment Start Date and Duration: The Assignment is expected to start in May 2016 and has an estimated overall duration of 2 months.
Cost Estimate for the Assignment: EUR 20,000.00; exclusive of VAT.
The consultant must determine whether any VAT would be chargeable on the services and the basis for that determination, without taking into consideration the Bank's special status as an international financial institution (IFI), and state this in their response to this Invitation for Expressions of Interest. To the extent that a consultant incurs input VAT on goods and services purchased in connection with the provision of services (eg VAT on airline ticket) which is not otherwise recoverable by the consultant from the local tax authority, the gross cost to the consultant of such expenses shall be treated as a reimbursable expense.
Funding Source: It is anticipated that the contract will be financed through the EBRD's Southern and Eastern Mediterranean (SEMED) cooperation funds account.
Eligibility: There are no eligibility restrictions. However, consultant selection and contracting will be subject to availability of funding.
Consultant Profile: The Consultant will be an individual expert with:
Preferably 10 years’ experience at a custodian bank, with experience of operating a custodian service, the post-trade operations and international best practices;
Preferably 3 years’ experience working as a consultant on similar custodian bank assignments;
Excellent knowledge of international standards in developed markets related to the delivery of custodian services;
Experience in the design of business models and operations on custodian bank level;
Knowledge of the securities market in Jordan, the Levant or the Middle East would be an advantage;
Proficiency in written and spoken English language.
Submission Requirements: In order to determine the capability and experience of experts seeking to be selected, the information submitted should include the following:
1. Cover letter (max. 2 pages) summarising why the expert believes they satisfy the requirements as defined in the Consultant Profile;
2. CV (not exceeding 4 pages) which should include full descriptions of responsibilities carried out, not just a job title, including information on contracting entity/client, project location/country, duration (mm/yy to mm/yy), expert months provided (if different from duration) , main activities, objectives.
3. Completed Consultant Declaration From and Contact Sheet, the template for which is available at: http://www.ebrd.com/pages/workingwithus/procurement/notices/csu/contact_sheet.doc
Expressions of Interest should be submitted, in English, electronically through eSelection, and reach the Bank not later than the closing date. The complete expression of interest (including cover letter, CV, declaration and contact sheet etc.) shall be one file (pdf) to be uploaded to eSelection. The EBRD reserves the right to reject applications of experts submitting more than one file. Only if the permissible file size (4 MB) is exceeded, the Consultant may split the expression of interest into further files.
The EBRD's Contact Person:
Georgia Vasiliadis (Ms)
Principal Advisor, Technical Cooperation Team
European Bank for Reconstruction and Development
One Exchange Square
London EC2A 2JN
Tel: +44 207 338 7750
(Submission should be sent through eSelection and NOT to this e-mail address)
1. The selection will normally be made from responses to this notification only. Consultants will not be asked to submit a proposal. The highest-ranked Consultant will be selected from a shortlist and be invited to negotiate the contract, subject to availability of funding.
2. Consulting firms (proposing individuals) and individuals may apply. Consulting Firms nominating an individual expert shall submit one complete individual application for each expert via eSelection. Single applications for a number of experts containing various CVs may result in rejection of such application and all concerned experts.
3. The evaluation criteria are as follows:
- Expert’s previous experience at a custodian bank, with the practical knowledge in the development and operation of a custodian service, including post-trade operations and international best practices (80%)
- Expert’s knowledge of international standards in developed markets related to the delivery of custodian services (20%)