Support to implementation of the new Polish Sustainable Energy Financing Facility

Support to implementation of the new Polish Sustainable Energy Financing Facility

Under PolSEFF II the EBRD will provide a new energy efficiency credit line through PFIs targeting sustainable energy investments in the SME sector.
24/08/2013    S164    European Bank for Reconstruction and Development – Service contract – Contract notice – Restricted procedure

United Kingdom-London: EBRD – Poland: Support to implementation of the new Polish Sustainable Energy Financing Facility (PolSEFF II): Facility Project Consultant (PC)

2013/S 164-284874

Procurement ref: 39653

Country: Poland


Project number:

Funding sources: EC – SME Finance Facility

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Contract type: Consultancy Services

Notice type: Invitations for expressions of interest (CSU)

Issue date: 19 Aug 2013

Closing date: 24 Sept 2013


Assignment Description:

The European Bank for Reconstruction and Development (the “EBRD” or the “Bank”) has a successful track record of implementing the first Polish SME Sustainable Energy Financing Facility (“PolSEFF”), where grant resources from the EU were successfully leveraged and combined with credit lines though local Participating Financial Institutions (“PFIs”) for on-lending to privately owned SMEs to finance Energy Effiiciency (“EE”) and Renewable Energy (“RE”) investments. See for more details on PolSEFF.

Following the success of PolSEFF, the EBRD and the Polish National Fund for Environmental protection and Water Management (“NFOS”) are considering establishing a new Polish Sustainable Energy Financing Facility (“PolSEFF II”) combining a technical assistance package (“TC”) and the new NFOS Priority Programme “Efficient use of energy: Energy saving investments in SMEs” (the “Programme”).

Under PolSEFF II the EBRD will provide a new energy efficiency credit line through PFIs targeting sustainable energy investments in the SME sector. The Facility will provide up to EUR 200 million senior debt through a framework to commercial banks and leasing companies in Poland for on-lending to SMEs to finance investments in energy efficiency and small-scale renewable energy. The framework is envisaged to be complemented by approximately EUR 4.36 million grant for TC to be provided by the European Union (“EU”) and approximately EUR 25 million grant for investment incentives provided by the Polish government through NFOS.

The following TC consultancy contracts are required:

1) The Programme Preparation Consultant (“PPC”) (already contracted) will advise the EBRD and NFOS on the design and operational procedures of the Programme, including all technical aspects; assist with the implementation of the marketing strategy and raising awareness in the market; ensure transfer of skills and capacity building to all stakeholders participating in the Programme. The budget for this assignment is EUR 290,000.

2) A Project Consultant (“PC”) (for which this notice pertains) will provide support to the Facility’s PFIs and their SME clients for the preparation and assessment of eligible projects according to procedures that will be agreed between EBRD and NFOS. The consultant will also review, adapt and update, on a regular basis, the enhanced List of Eligible Materials and Equipment (“LEME”), which, after NFOS’ approval, will be open to all Programme participants (including the Facility PFIs, SMEs, NFOS, and other banks, etc.), along with its potential updates, for the assessment of eligibility of small-scale projects.

3) A Verification Consultant (“VC”) will independently verify eligible projects financed by the Facility PFIs and confirm that each of these successfully verified projects is implemented according to the schedule of works and expenditures and is on the way to achieve planned energy savings and emission reductions, and eligibility criteria that will allow NFOS to disburse the related incentive payments to the SMEs.

Interested firms should note that the Bank intends to make all relevant deliverables produced under the Programme Preparation Consultant assignment available to the firms shortlisted for the Project Consultant assignment.

In addition the firm being awarded the contract for the Project Consultant assignment will not be eligible for contract award for the Verification Consultant Assignment and vice versa, although interested firms are free to apply for both assignments.

The Project Consultant shall support the implementation of the Facility by pro-actively carrying out a number of tasks. The PC will benefit from vast knowledge and experience gained by the EBRD under the first PolSEFF framework.

The PC will focus on the following key areas:

o Advising the EBRD, PFIs and their SME Sub-borrowers on operational procedures of the Facility including all technical aspects,

o Assisting with the implementation of the Facility marketing strategy and raising awareness in the market,

o Ensuring transfer of skills and capacity building to all stakeholders participating in the Facility.

The PC will be provided with operational tools and procedures from the following sources: handover and transition from TC provided by the current PolSEFF consultant DAI Europe (DAI) and the Programme Preparation Consultant (PPC).

Assignment Duration: The anticipated start date is December 2013 with a planned duration of 24 months.

Cost Estimate for the Assignment: EUR 3,120,000; 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 IFI and state this to the Bank in their response to the 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 (e.g. 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 EU, under the 1999-2001 sub-account of the EU/EBRD SME Finance Facility.

Eligibility: There are no eligibility restrictions regarding the consultants’ country of registration/nationality, however consultant’s selection and contract will be subject to availability of funding.

Consultant Profile: Corporate services are required.

The consultant shall have relevant experience in all areas needed for the performance of the assignment as described above, including relevant sector and regional experience.

The consultant will be an international consulting firm (or consortium) with a locally based technical and support capacity. An extensive use of qualified locally based personnel is envisaged as the bulk of the assignment will be conducted in the field. The team should consist of:

– An International Project Manager with a) extensive expertise in managing sustainable energy projects; b) proven expertise in project implementation planning, including those related to energy management and energy efficiency financing schemes; and c) language skills (must be fluent in spoken and written English, while knowledge of Polish would be advantageous).

– Marketing/Communication Expert with: a) significant relevant professional experience; b) references to marketing successful projects in both a business to business as well as consumer marketing contexts; c) proven experience with the design, implementation and operation of web-based information; and d) relevant language skills. substantive relevant marketing experience,

– Lead Engineer with: a) significant relevant professional experience; b) proven experience in managing teams of engineers; c) proven experience in developing streamlined standartised approached for assessment of small-scale sustainable energy projects.

– Engineer(s) with: a) significant relevant professional experience; b) proven experience in sustainable energy projects, including: (i) conducting energy audits and validation of renewable energy resources, (ii) assessment of project investment plan including its risks and mitigation strategy, (iii) commercially based sustainable energy projects financing, and (iv) calculation of greenhouse gas emission reduction for such projects, (v) applicable professional accreditation in Poland, as required by local legislation, in order to deliver the services required by the assignment, including the performance of industrial sector energy audits and energy performance certificate of buildings (it is the responsibility of the PC to ascertain and comply with the local requirements throughout the duration of the assignment); c) relevant language skills

– Financial/Banking Expert(s) with a) significant experience as SME finance expert, bank loan officer or economist with specialisation in financial analysis (including capital investment appraisal); b) proven expertise in investing – particularly in financial structuring of cash flow based lending projects; and c) relevant language skills.

Submission Requirements: Interested consultants are hereby invited to submit expressions of interest.

In order to determine the qualifications and competence of consulting firms seeking to be shortlisted, the information submitted should include the following:

a) Cover letter and completed contact, the template for which is available from the following web-link:

b) Company profile, organisation and staffing;

c) Details of experience or similar assignments undertaken in the previous five years, including their locations;

d) A table printed in landscape listing the proposed experts, indicating their position in the project, the years of relevant professional experience, level of language skills (Polish and other languages) and a short summary of the relevant knowledge and experiences required for the assignment.

The above information should not exceed 15 pages excluding CVs.

The complete Expression of Interest (including CVs and Contact Sheet) shall be one file (searchable pdf or Word, not exceeding 4MB) or maximum two files (one separate file for CVs) to be uploaded to eSelection.

Expressions of Interest should be submitted, in English, electronically through eSelection.

In addition, 2 hard copies of the above information, in English, should be submitted to the Bank in an envelope marked Expression of Interest for Poland: Polish SME Sustainable Energy Financing Facility II (PolSEFF II) – Facility Project Consultant (PC), to reach the Bank not later than the closing date, marked for the attention of

Steven Gillard, Senior Advisor, Technical Cooperation, EBRD, One Exchange Square, London, EC2A 2JN, UNITED KINGDOM.

Queries may be addressed to (however please note that expressions of interest should be submitted through eSelection and should not be sent to this e-mail address).

Note: Following this invitation for Expression of Interest, a shortlist of qualified consultants will be formally invited to submit proposals. Shortlisting and selection will be subject to the availability of funding.