Framework Agreement (FWA) to Support EIB Global Financial Sector Advisory Services

Framework Agreement (FWA) to Support EIB Global Financial Sector Advisory Services

Rammeaftalen vil blive anvendt til at indkøbe tjenesteydelser til støtte for EIB Globals (der omfatter EIB's operationer uden for EU) formidlede låneaktiviteter, der dækker områderne finansiel og social inklusion, konkurrenceevne og vækst for mikrovirksomheder og små og mellemstore virksomheder og selskaber med mellemstor markedsværdi, digitalisering, grøn og bæredygtig finansiering, herunder …

CPV: 71356200 Technical assistance services, 79412000 Financial management consultancy services
Place of execution:
Framework Agreement (FWA) to Support EIB Global Financial Sector Advisory Services
Awarding body:
European Investment Bank
Award number:
TA20231201 R0 FWA

Luxembourg-Luxembourg: Framework Agreement (FWA) to Support EIB Global Financial Sector Advisory Services

2023/S 249-790738

Prior information notice

This notice is for prior information only

Services

Legal Basis:
Directive 2014/24/EU

Section I: Contracting authority

I.1) Name and addresses
Official name: European Investment Bank
Postal address: 100, boulevard Konrad Adenauer
Town: Luxembourg
NUTS code: LU00 Luxembourg
Postal code: L-2950
Country: Luxembourg
E-mail: eib-cpcm-procurement@eib.org
Internet address(es):
Main address: https://www.eib.org/en/about/procurement/technical-assistance.htm
I.3) Communication
Additional information can be obtained from the abovementioned address
I.4) Type of the contracting authority
European institution/agency or international organisation
I.5) Main activity
Economic and financial affairs

Section II: Object

II.1) Scope of the procurement
II.1.1) Title:

Framework Agreement (FWA) to Support EIB Global Financial Sector Advisory Services

Reference number: TA20231201 R0 FWA
II.1.2) Main CPV code
71356200 Technical assistance services
II.1.3) Type of contract
Services
II.1.4) Short description:

The framework agreement will be used to procure services in support of EIB Global's (covering EIB's operations outside the EU) intermediated lending operations covering the areas of financial and social inclusion, competitiveness and growth of MSMEs and Mid Caps, digitalisation, green and sustainable finance, including for municipalities and other EIB eligible private and public sector entities.

II.1.5) Estimated total value
Value excluding VAT: 67 000 000.00 EUR
II.1.6) Information about lots
This contract is divided into lots: yes
II.2) Description
II.2.1) Title:

Latin America and Caribbean

Lot No: 1
II.2.2) Additional CPV code(s)
79412000 Financial management consultancy services
II.2.3) Place of performance
NUTS code: LU Luxembourg
Main site or place of performance:

Latin America and Caribbean countries.

II.2.4) Description of the procurement:

This lot will be awarded to a single provider. The call-offs will vary in size and complexity in order to address the full spectrum of EIB Global’s objectives and commitments under existing and future mandates. The value of individual call offs for this lot will in most cases range from EUR 250 000 to EUR 1 000 000. Specific contracts below EUR 250 000 may also be awarded under the FWA. Specific contracts above EUR 1 000 000 may also be awarded under the FWA, although the Bank reserves the possibility to procure such assignments through a published procedure.

The aim of this single framework agreement 'FWA' is to support the EIB Global to provide advisory services to financial institutions in the areas of innovation/digitalisation, responsible MSME and MidCap finance, climate action and sustainable finance.

Services will be provided to support financial institutions (FIs), including banks, non-bank financial institutions, and national promotional institutions, that are partners or potential partners of the EIB in financing micro, small and medium-sized businesses (MSMEs) and municipalities. On the one hand, the services will support the preparation and implementation of EIB's operations in the inclusive financial sector, such as multi beneficiary intermediated loans (MBIL's) and other financial instruments, including but not limited to partial portfolio guarantees (PPG). On the other hand, the services will promote responsible financial inclusion across the regions of operation. To that end, services will seek to build the capacity of both FIs, MSMEs/Mid-caps, and municipalities to improve their financial, social and environmental performance as well as support the development of the wider inclusive finance ecosystem.

II.2.14) Additional information

The estimated budget for lot 1 is EUR 10 000 000.

II.2) Description
II.2.1) Title:

Asia and Pacific

Lot No: 2
II.2.2) Additional CPV code(s)
79412000 Financial management consultancy services
II.2.3) Place of performance
NUTS code: LU Luxembourg
Main site or place of performance:

Asian and Pacific countries.

II.2.4) Description of the procurement:

This lot will be awarded to a single provider. The call-offs will vary in size and complexity in order to address the full spectrum of EIB Global’s objectives and commitments under existing and future mandates. The value of individual call offs for this lot will in most cases range from EUR 250 000 to EUR 1 000 000. Specific contracts below EUR 250 000 may also be awarded under the FWA. Specific contracts above EUR 1 000 000 may also be awarded under the FWA, although the Bank reserves the possibility to procure such assignments through a published procedure.

The aim of this single framework agreement 'FWA' is to support the EIB Global to provide advisory services to financial institutions in the areas of innovation/digitalisation, responsible MSME and MidCap finance, climate action and sustainable finance.

Services will be provided to support financial institutions (FIs), including banks, non-bank financial institutions, and national promotional institutions, that are partners or potential partners of the EIB in financing micro, small and medium-sized businesses (MSMEs) and municipalities. On the one hand, the services will support the preparation and implementation of EIB's operations in the inclusive financial sector, such as multi beneficiary intermediated loans (MBIL's) and other financial instruments, including but not limited to partial portfolio guarantees (PPG). On the other hand, the services will promote responsible financial inclusion across the regions of operation. To that end, services will seek to build the capacity of both FIs, MSMEs/Mid-caps, and municipalities to improve their financial, social and environmental performance as well as support the development of the wider inclusive finance ecosystem.

II.2.14) Additional information

The estimated budget for lot 2 is EUR 7 000 000.

II.2) Description
II.2.1) Title:

West and Central Africa

Lot No: 3
II.2.2) Additional CPV code(s)
79412000 Financial management consultancy services
II.2.3) Place of performance
NUTS code: LU Luxembourg
Main site or place of performance:

Western and Central African countries.

II.2.4) Description of the procurement:

This lot will be awarded to a single provider. The call-offs will vary in size and complexity in order to address the full spectrum of EIB Global’s objectives and commitments under existing and future mandates. The value of individual call offs for this lot will in most cases range from EUR 250 000 to EUR 1 000 000. Specific contracts below EUR 250 000 may also be awarded under the FWA. Specific contracts above EUR 1 000 000 may also be awarded under the FWA, although the Bank reserves the possibility to procure such assignments through a published procedure.

The aim of this single framework agreement 'FWA' is to support the EIB Global to provide advisory services to financial institutions in the areas of innovation/digitalisation, responsible MSME and MidCap finance, climate action and sustainable finance.

Services will be provided to support financial institutions (FIs), including banks, non-bank financial institutions, and national promotional institutions, that are partners or potential partners of the EIB in financing micro, small and medium-sized businesses (MSMEs) and municipalities. On the one hand, the services will support the preparation and implementation of EIB's operations in the inclusive financial sector, such as multi beneficiary intermediated loans (MBIL's) and other financial instruments, including but not limited to partial portfolio guarantees (PPG). On the other hand, the services will promote responsible financial inclusion across the regions of operation. To that end, services will seek to build the capacity of both FIs, MSMEs/Mid-caps, and municipalities to improve their financial, social and environmental performance as well as support the development of the wider inclusive finance ecosystem.

II.2.14) Additional information

The estimated budget for lot 3 is EUR 8 000 000.

II.2) Description
II.2.1) Title:

Southern Africa

Lot No: 4
II.2.2) Additional CPV code(s)
79412000 Financial management consultancy services
II.2.3) Place of performance
NUTS code: LU Luxembourg
Main site or place of performance:

Southern African countries.

II.2.4) Description of the procurement:

This lot will be awarded to a single provider. The call-offs will vary in size and complexity in order to address the full spectrum of EIB Global’s objectives and commitments under existing and future mandates. The value of individual call offs for this lot will in most cases range from EUR 250 000 to EUR 1 000 000. Specific contracts below EUR 250 000 may also be awarded under the FWA. Specific contracts above EUR 1 000 000 may also be awarded under the FWA, although the Bank reserves the possibility to procure such assignments through a published procedure.

The aim of this single framework agreement 'FWA' is to support the EIB Global to provide advisory services to financial institutions in the areas of innovation/digitalisation, responsible MSME and MidCap finance, climate action and sustainable finance.

Services will be provided to support financial institutions (FIs), including banks, non-bank financial institutions, and national promotional institutions, that are partners or potential partners of the EIB in financing micro, small and medium-sized businesses (MSMEs) and municipalities. On the one hand, the services will support the preparation and implementation of EIB's operations in the inclusive financial sector, such as multi beneficiary intermediated loans (MBIL's) and other financial instruments, including but not limited to partial portfolio guarantees (PPG). On the other hand, the services will promote responsible financial inclusion across the regions of operation. To that end, services will seek to build the capacity of both FIs, MSMEs/Mid-caps, and municipalities to improve their financial, social and environmental performance as well as support the development of the wider inclusive finance ecosystem.

II.2.14) Additional information

The estimated budget for lot 4 is EUR 4 500 000.

II.2) Description
II.2.1) Title:

Eastern Africa

Lot No: 5
II.2.2) Additional CPV code(s)
79412000 Financial management consultancy services
II.2.3) Place of performance
NUTS code: LU Luxembourg
Main site or place of performance:

Eastern African countries.

II.2.4) Description of the procurement:

This lot will be awarded to a single provider. The call-offs will vary in size and complexity in order to address the full spectrum of EIB Global’s objectives and commitments under existing and future mandates. The value of individual call offs for this lot will in most cases range from EUR 250 000 to EUR 1 000 000. Specific contracts below EUR 250 000 may also be awarded under the FWA. Specific contracts above EUR 1 000 000 may also be awarded under the FWA, although the Bank reserves the possibility to procure such assignments through a published procedure.

The aim of this single framework agreement 'FWA' is to support the EIB Global to provide advisory services to financial institutions in the areas of innovation/digitalisation, responsible MSME and MidCap finance, climate action and sustainable finance.

Services will be provided to support financial institutions (FIs), including banks, non-bank financial institutions, and national promotional institutions, that are partners or potential partners of the EIB in financing micro, small and medium-sized businesses (MSMEs) and municipalities. On the one hand, the services will support the preparation and implementation of EIB's operations in the Inclusive financial sector, such as multi beneficiary intermediated loans (MBIL's) and other financial instruments, including but not limited to partial portfolio guarantees (PPG). On the other hand, the services will promote responsible financial inclusion across the regions of operation. To that end, services will seek to build the capacity of both FIs, MSMEs/Mid-caps, and municipalities to improve their financial, social and environmental performance as well as support the development of the wider inclusive finance ecosystem.

II.2.14) Additional information

The estimated budget for lot 5 is EUR 7 000 000.

II.2) Description
II.2.1) Title:

EU Enlargement and Neighbourhood

Lot No: 6
II.2.2) Additional CPV code(s)
79412000 Financial management consultancy services
II.2.3) Place of performance
NUTS code: LU Luxembourg
Main site or place of performance:

EU Enlargement and Neighbourhood countries.

II.2.4) Description of the procurement:

This lot will be awarded to multiple providers. The call-offs will vary in size and complexity in order to address the full spectrum of EIB Global’s objectives and commitments under existing and future mandates. The value of individual call offs for this lot will in most cases range from EUR 250 000 to EUR 3 000 000. Specific contracts below EUR 250 000 may also be awarded under the FWA. Specific contracts above EUR 3 000 000 may also be awarded under the FWA, although the Bank reserves the possibility to procure such assignments through a published procedure.

The aim of this multiple providers framework agreement 'FWA' is to support the EIB Global to provide advisory services to financial institutions in the areas of innovation/digitalisation, responsible MSME and MidCap finance, climate action and sustainable finance.

Services will be provided to support financial institutions (FIs), including banks, non-bank financial institutions, and national promotional institutions, that are partners or potential partners of the EIB in financing micro, small and medium-sized businesses (MSMEs) and municipalities. On the one hand, the services will support the preparation and implementation of EIB's operations in the inclusive financial sector, such as multi beneficiary intermediated loans (MBIL's) and other financial instruments, including but not limited to partial portfolio guarantees (PPG). On the other hand, the services will promote responsible financial inclusion across the regions of operation. To that end, services will seek to build the capacity of both FIs, MSMEs/Mid-caps, and municipalities to improve their financial, social and environmental performance as well as support the development of the wider inclusive finance ecosystem.

II.2.14) Additional information

The estimated budget for lot 6 is EUR 30 500 000.

II.3) Estimated date of publication of contract notice:
30/01/2024

Section IV: Procedure

IV.1) Description
IV.1.8) Information about the Government Procurement Agreement (GPA)
The procurement is covered by the Government Procurement Agreement: no

Section VI: Complementary information

VI.3) Additional information:
VI.5) Date of dispatch of this notice:
15/12/2023