Small Business Initiative - Building Effective Business Membership Organizations

Country: Mongolia
Language: EN
Number: 1357675
Publication date: 13-04-2017
Source: The European Bank for Reconstruction and Development (EBRD)
Tags: Project and design preparation

Description

Country:

Mongolia

Business sector:

Other

Project number:

68843

Funding source:

Bank Funded

Contract type:

Consultancy Services

Notice type:

Invitation for expressions of interest (CSU)

Issue date:

13 Apr 2017

Closing date:

12 May 2017 at 17:00 London

Access eSelection

Programme Description:

In December 2015, the European Bank for Reconstruction and Development (the "EBRD" or the "Bank") entered into an agreement with the European Union to implement a Programme in support of SMEs through the EU"s Asia Investment Facility. The "Support for Mongolian Economic Diversification through SME Access to Finance" Programme (the "Programme") combines access to finance with access to know-how for SMEs, thereby reflecting the holistic approach of the EBRD"s Small Business Initiative.
Specifically, the Programme envisages the following activities:
o Indirect financing to SMEs via credit lines through EBRD partner banks
o Risk-sharing/Co-financing with EBRD partner banks
o Tailored business advice to SMEs and
o Policy dialogue to improve the business environment and domestic financial intermediation.
Under this umbrella, the EBRD seeks to also strengthen institutional capacity of a selected number of Business Membership Organisations (the "Partner BMOs"), representing SMEs.

Assignment Description:

The Bank now intends to engage a consulting company (the "Consultant") to provide capacity building services to ten partner BMOs (the "Assignment"). The objective of this Assignment is to improve BMO"s commercial sustainability by providing targeted assistance to partner BMOs including the following areas:
o Improve operational efficiency;
o Build managerial capacity;
o Increase outreach and
o Improve and diversify member services.

Partner BMOs will be selected prior to the beginning of the Assignment by the EBRD, based on outreach and regional coverage, existing service delivery capacity, maturity and absorption capacity to maximise impact of the Assignment.

The contracting entity shall be the EBRD.

The selected Consultant is expected to provide the following services:

1. Needs assessment for each selected BMO (approx. 2.5 months): The consultant will carry out an in-depth evaluation of each partner BMO, focussing on all areas of strategic importance, including commercial sustainability, operational efficiency, qualities of services and outreach capacity. The scope of work will include, among others the following (i) Gap and SWOT analysis of each partner BMO; (ii) Review of review of relevant strategic and operational documents of each BMO and (iii) group or individual interviews with staff and management of the beneficiary BMOs and potential members of the beneficiary association.

2. Identification of areas of intervention and action planning (approx. 1.5 months): Based on the findings of the needs assessment, the Consultant shall propose a set of recommendations for tailored capacity building activities for each partner BMO, in line with international best practices.
The scope of this phase will include (i) preparation of an action plan for capacity building for each partner BMO, including timeline and milestones, baseline assessment and a set of SMART KPIs, determining expected results for each partner BMO; (ii) presentation and discussion of action plans to the EBRD and partner BMOs for approval; and (iii) developing a set of SMART KPIs, determining expected results for the overall Assignment.

3. Implementation of capacity building action plans (approx. 12 months): The Consultant shall implement agreed action plans for each partner BMO, including, though not limited to, the following (i) developing and introducing specific products, tools and/or processes; (ii) train management staff and others to independently utilise the new tools and processes; (iii) introducing and conducting efficient and effective monitoring and reporting procedures; (iv) implement a pilot phase and re-assess actions plans thereafter.
The Consultant is expected to follow EBRD reporting guidelines and provide contributions where requested.

Status of Selection Process: Interested firms or groups of firms (consortiums) are hereby invited to submit expressions of interest (EoI).
Assignment Start Date and Duration: The Assignment is expected to start in August 2017 and has an estimated overall duration of 16 months.

Cost Estimate for the Assignment: EUR 600,000.00 (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 special status of the Bank 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 expected that the Assignment will be funded by the European Commission under the Asia Investment Facility. Please note that selection and contracting will be subject to the availability of funding.

Eligibility: There are no eligibility restrictions.

Consultant Profile: Corporate services are required. The Consultant will be a firm or a group of firms (consortiums) preferably with an established network and presence in Mongolia or the region and with previous project experience related to the following:

1. Designing and building the capacity of BMOs serving SMEs, particularly linked to strengthen operational and management efficiency and effectiveness, improve member services and improve outreach capacity;
2. Implementation of needs assessments for BMOs and formulation of action plans linked to achieving sustainability;
3. Working in SME development in Mongolia, Central Asia and/or locations with a comparable business environment;
4. Experience in working with the international organisations and EU-funded programmes will be an asset.

The Consultant"s expert team is expected to include key experts as follows:

Key Expert No 1 (Team Leader) with:
• preferably 7 years of previous international experience managing the implementation of large scale capacity development projects for BMOs serving SMEs;
• Excellent spoken and written English. Knowledge in Mongolian would be an advantage.

Key Expert No 2 (Institutional Capacity Building Expert) with:
• Preferably 7 years of previous international experience in the design and implementation of capacity building projects for BMOs serving SMEs; including developing new products, internal processes, operational models, MIS systems and M&E frameworks;
• Excellent spoken and written English. Knowledge in Mongolian would be an advantage.

Key Expert No 3 (Needs Assessment Expert) with:
• Preferably 5 years of previous international experience in conducting needs assessments for BMOs;
• Excellent spoken and written English. Knowledge in Mongolian would be an advantage.

Key Experts No 4 (Pool of Local Experts) consisting of experts with:
• experience in conducting needs assessment studies;
• experience in implementation of trainings and workshops; ICT and management information systems, re-organisation, marketing and communications
• a well-established network and presence in Mongolia;
• Strong IT and organisational skills;
• Spoken and written English and Mongolian fluency.

Submission Requirements: In order to determine the capability and experience of Consultant seeking to be selected for this Assignment, 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:

http://www.ebrd.com/pages/workingwithus/procurement/notices/csu/contact_sheet.doc.

The above information should not exceed 25 pages excluding CVs and contact sheet.

The complete expression of interest (including CVs, Consultant Declaration and Contact Sheet) should be submitted, in English electronically through e-Selection, to reach the Bank not later than the closing date. The expression of interest shall be one file (pdf), not exceeding 4MB. The EBRD reserves the right to reject applications of firms submitting more than one file.

Bank Contact Person:

Sevi Simavi
Technical Co-operation
European Bank for Reconstruction and Development
One Exchange Square
London EC2A 2JN
e-mail: simavis@ebrd.com (submissions should be sent through eSelection and NOT to this email address)


Notes:

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 shortlisting criteria are:

1 Firm"s previous project experience in implementation of needs assessments as well as designing and implementing capacity building activities for BMOs serving SMEs, particularly linked to strengthen operational and management efficiency and effectiveness, improve member services and increase outreach capacity (30%);
2 Firm"s previous project experience in implementing similar assignments in Mongolia, Central Asia or locations with comparable business environment (10%);
3 CVs of Key Experts (1-3) (40%);
4 CVs of Key Local Experts (20%).