Joint Nordic evaluation of contributions to multilateral trust funds

Ministry of Foreign Affairs of Denmark, department for Evaluation, Learning and Quality (ELK)

The focus of the evaluation will be on the use of trust funds from a Nordic donor perspective with focus on the World Bank, the UNMPTF and the African Development Bank. The evaluation will contain a comparative perspective in which the engagement and management of the individual Nordic donors’ support to the trust funds will be assessed. The evaluation will also assess to which extent the Nordic donors coordinate their financial support and overall engagement in multilateral trust funds, and at which coordination strategies are applied. In addition, it will be explored whether the approach to coordination differs between different multilateral organizations and different types of trust funds. The evaluation will also explore if the trust funds are relevant to Nordic development priorities, to which extent there is documentation about results and how it is reported and if the administration of the funds is cost efficient.

Deadline

Fristen for modtagelse af bud var på 2023-08-14. Indkøbet blev offentliggjort på 2023-07-07.

Leverandører

Følgende leverandører er nævnt i tildelingsbeslutninger eller andre indkøbsdokumenter:

• PEM Consult A/S

Hvem?

• Ministry of Foreign Affairs of Denmark, department for Evaluation, Learning and Quality (ELK)

Hvad?

Hvor?

• Danmark › Extra-Regio NUTS 1
• Hovedstaden › Byen København
• Manner-Suomi › Helsinki-Uusimaa
• Oslo og Viken › Oslo
• Ísland › Höfuðborgarsvæði
• Östra Sverige › Stockholm

Indkøbshistorik

Dato	Dokument
2023-07-07	Udbudsbekendtgørelse
2023-12-11	Bekendtgørelse om indgåede kontrakter

Udbudsbekendtgørelse (2023-07-07)
Objekt
Omfanget af udbuddet
Titel: Evalueringsrådgivningstjenester
Referencenummer: 2023-18099
Kort beskrivelse:

Bekendtgørelsens metadata
Originalsprog: engelsk 🗣️
Dokumenttype: Udbudsbekendtgørelse
Kontraktens art: Tjenesteydelser
Forordning: Den Europæiske Union, med deltagelse af GPA-lande
Fælles glossar for offentlige kontrakter (CPV)
Kode: Evalueringsrådgivningstjenester 📦
Yderligere CPV-kode: Tjenester vedrørende økonomisk hjælp til udlandet 📦
Sted for udførelsen
NUTS-region: Extra-Regio NUTS 1 🏙️

Procedure
Procedureform: Begrænset udbud
Bud-type: Indsendelse gældende for alle delaftaler
Kriterier for tildeling
Det økonomisk mest fordelagtige bud

Ordregivende myndighed
Identitet
Land: Danmark 🇩🇰
Type af ordregivende myndighed: Ministerium eller anden myndighed på nationalt plan eller forbundsplan
Navn på ordregivende myndighed: Ministry of Foreign Affairs of Denmark, department for Evaluation, Learning and Quality (ELK)
Postadresse: Asiatisk Plads 2
Postnummer: 1448
Postby: Copenhagen
Kontakt
Internetadresse: http://um.dk/en/danida-en/ 🌏
E-mail: pejula@um.dk 📧
URL til dokumenter: https://www.ethics.dk/ethics/eo#/65b70ee4-66d9-4a5b-8502-d14767bb6770/publicMaterial 🌏
URL til deltagelse: https://www.ethics.dk/ethics/eo#/65b70ee4-66d9-4a5b-8502-d14767bb6770/homepage 🌏

Reference
Datoer
Afsendelsesdato: 2023-07-07 📅
Tilbudsfrist: 2023-08-14 📅
Offentliggørelsesdato: 2023-07-12 📅
Startdato: 2024-01-01 📅
Slutdato: 2024-11-30 📅
Identifikatorer
Bekendtgørelsesnummer: 2023/S 132-422243
EUT-S-nummer: 132
Yderligere oplysninger

The contracting authority has a maximum budget of DKK 4,000,000.00 net of VAT in relation to the procurement. Tenders will be rejected if they exceed the contracting authority's maximum budget.

Objekt
Omfanget af udbuddet
Kort beskrivelse:

The focus of the evaluation will be both accountability and learning. Based on DAC’s evaluation criteria, the evaluation will assess the Nordic support to multilateral trust funds, including a comparative perspective and will in particular focus on the anticipated and achieved results of this support. In addition, the evaluation will provide recommendations on the use of this instrument in the future.

The evaluation will comprise three parts:

(1) A descriptive part which will cover the whole multilateral trust fund portfolio of the Nordic donors. The descriptive part will provide an overview of the total Nordic support to multilateral trust funds in the World Bank, the African Development Bank and the UNMPTF, including different types of trust funds with which the Nordic countries have engaged (e.g. small and large trust funds; single-donor and different multi-donor trust funds). To the extent information is available, the overview will cover support provided since 2004 and will address questions like overall trends, distribution across multilateral organizations and sectors and similarities and comparisons of the Nordic countries use of trust funds.

(2) A part which will include an assessment of a sample of jointly supported multilateral trust funds by Nordic donors. This will comprise multilateral trust funds in the World Bank, the African Development Bank, and the UNMPTF, which have received support from at least three Nordic Donors (for AfDB it will be at least two donors) since 2013. Based on this sample of multilateral trust funds, which is expected to comprise app. 100 trust funds this part of the evaluation will address questions like differences in governance and management structures, types of earmarking, donor composition, anticipated and achieved results, and comparison and coordination between the Nordic donors.

(3) A third part with an in-depth assessment of a limited number of trust funds among the jointly supported trust funds mentioned above. This part of the evaluation will, similar to the second part, cover the last 10 years. The methodology for selection of trust funds for this part of the evaluation will be defined during the inception phase of the evaluation, and it is envisaged that selection criteria will be for instance thematic, trust fund type and/or sectorial (e.g. humanitarian, peace and transition and/or climate trust funds ), based on the analytical approach. This part of the evaluation will go more in depth in addressing issues related to Nordic management of and engagement in multilateral trust funds, including coordination issues and anticipated and achieved results, the trust funds monitoring and evaluation systems, trust fund administration and management issues.

Anslået værdi uden moms: 4 000 000 DKK 💰
Yderligere oplysninger:

The contracting authority has a maximum budget of DKK 4,000,000.00 net of VAT in relation to the procurement. Tenders will be rejected if they exceed the contracting authority's maximum budget.

Sted for udførelsen
Hovedsted eller sted for udførelsen:

The evaluation will require visits to the Nordic capitals (Copenhagen, Stockholm, Oslo, Helsinki and Reykjavik) as well as Washington DC, New York and Abidjan.

Juridiske, økonomiske, finansielle og tekniske oplysninger
Betingelser for deltagelse
Egnethed til at udøve det erhverv:

In Part III.A-C of the ESPD, economic operators must answer whether they are subject to exclusion grounds.

An economic operator is excluded from the procurement procedure if…

… the economic operator itself or any person who is a member of its administrative, management or supervisory body or has powers of representation, decision or control therein has been convicted by final judgement or fined within the last 5 years for any of the exclusion grounds relating to the criminal convictions listed in section 135(1) of the Danish Public Procurement Act.

… it has unpaid overdue debt of DKK 100,000 or more to public authorities in relation to payment of taxes and payment of social security, cf. section 135(3) of the Danish Public Procurement Act. An economic operator is, however, not excluded where the economic operator has agreed on a repayment scheme with the collection authority and that scheme is observed, cf. section 135(4), or where the economic operator provides guarantee of payment of the part of the debt which constitutes DKK 100,000 or more, cf. section 135(5).

… it is subject to any of the exclusion grounds listed in sections 136(1)(1) and 136(1)(2) of the Danish Public Procurement Act.

… it within the last 3 years has been subject to any of the exclusion grounds listed in sections 136(1)(3-4) and 137(1)(2) of the Danish Public Procurement Act.

An economic operator is not required to answer whether it is subject to purely national exclusion grounds, cf. Part III.D of the ESPD.

An economic operator is excluded from the procurement procedure if the economic operator is established in a country which is entered on the EU list of non-cooperative jurisdictions for tax purposes and which has not adopted the Government Procurement Agreement (GPA) or other trade agreements that oblige Denmark to open its market for public contracts for tenderers established in the country in question, cf. section 134 a of the Danish Public Procurement Act.

The contracting authority can accept the following documentation in relation to the exclusion grounds in sections 135(1), 135(3) and 137(1)(2) of the Danish Public Procurement Act (in order of priority):

(1) Extracts from the relevant register or similar documents issued by a competent judicial or administrative authority or certificates issued by the competent authority in the country referred to as documentation that the tenderer is not subject to the grounds for exclusion stipulated in sections 135(1), 135(3) and 137(1)(2);

(2) A declaration on oath (only if such extracts, certificates or similar documents are not issued in the country where the economic operator is established, or where the documentation does not cover all the grounds for exclusion stipulated in sections 135(1), 135(3) and 137(1)(2) entirely);

(3) A solemn declaration made by the person concerned before a competent judicial or administrative authority, a notary or a competent professional or trade body, in the country of origin or in the country where the economic operator is established (only if there is no provision for declarations on oath in the country where the economic operator is established).

Thus, the contracting authority cannot accept e.g. a solemn declaration made before a notary if there can be issued a certificate by the competent authority in the country where the economic operator is established. Moreover, the contracting authority cannot accept self-declarations or similar declarations issued by the economic operator or the person concerned as documentation in relation to the exclusion grounds.

Economic operators can identify the relevant documentation using the online platform e-Certis: https://ec.europa.eu/tools/ecertis

Economic operators are encouraged to submit all necessary documentation as early as possible.

Økonomisk og finansiel stilling:

In Part IV.B of the ESPD, the economic operator must fill in its average yearly turnover for the last 2 financial years available (where the economic operator can present annual reports).

If the economic operator consists of a group of economic operators (e.g. a consortia or joint venture) or if the economic operator relies on the capacity of other entities, each involved economic operator or entity must submit a completed ESPD.

When an economic operator is participating in the procurement procedure together with others (e.g. a consortia or joint venture) or if the economic operator relies on the economic and financial standing of other entities, the participating economic operators or the entities referred to are subject to joint and several liability for the performance of the contract.

The contracting authority can accept annual reports or excerpts hereof or relevant statements from a bank or certified accountant as documentation in relation to the economic and financial standing.

When an economic operator is participating in the procurement procedure together with others or when an economic operator relies on the economic and financial standing of other entities, the economic operator must also provide statements of support or other documentation proving that the economic operator has access to the necessary economic and financial standing. The statements of support must establish a legal obligation for the party concerned and state that the involved economic operators or entities are subject to joint and several liability for the performance of the contract.

Economic operators are encouraged to submit all necessary documentation as early as possible.

Mindstekrav til niveauet:

The economic operator is required to have an average yearly turnover of minimum DKK 8,000,000.00 for the last 2 financial years available.

When the economic operator is participating in the procurement procedure together with others (e.g. a consortia or joint venture) or if the economic operator relies on the capacity of other entities, it is required that the participating economic operators or the economic operator and the entities referred to altogether meet the selection criteria.

Teknisk og faglig kompetence:

In Part IV.C of the ESPD, the economic operator must fill in a list of maximum 5 contracts entered into, ongoing or finalized within the last 3 years.

The number of performed contracts is determined based on all submitted ESPDs (i.e. from all involved economic operators in a group of economic operators and/or other supporting entities).

If an economic operator has listed more than 5 contracts, the contracting authority will only read and assess the 5 most recent contracts listed (first based on end date, and then based on start date).

Each listed contract should include the following information:

(1) a description of the contract (nature and quantity of services from the economic operator and how they compare to the description of this procurement),

(2) amount (remuneration received by the economic operator for the performance of the services),

(3) start date (date of conclusion of the contract),

(4) end date (date of completion of services), and

(5) recipient (name and contact information).

When an economic operator is participating in the procurement procedure together with others (e.g. a consortia or joint venture) or if the economic operator relies on the technical and professional abilities of other entities, the specific parts of the contract must be performed by the economic operators or entities with the required technical and professional abilities.

When an economic operator is formed by a group of economic operators or relies on the technical and professional abilities of other entities, the economic operator must also provide statements of support or other documentation proving that the economic operator has access to the necessary technical and professional abilities. The statements of support must establish a legal obligation for the party concerned and state the parts of the contract to be performed by the party concerned.

The contracting authority reserves the right to contact the recipients of services or require statements from the recipients, confirming that the economic operator has performed the listed contracts, as documentation in relation to the technical and professional ability.

Economic operators are encouraged to submit all necessary documentation as early as possible.

Mindstekrav til niveauet:

The economic operator is required to have performed (entered into, ongoing or finalized) minimum 1 contract regarding an independent evaluation of bilateral donor support to one or more multilateral entities (trust funds, multilateral core support, etc.).

An ‘independent evaluation’ is an evaluation carried out for an evaluation unit of a development organisation.

A monitoring assignment (i.e. a long-term performance review of the implementation and results of a programme) will not be considered as a relevant reference.

An award of a framework agreement will not, in itself, be considered as a relevant reference, but a contract awarded under a framework agreement can be considered as a relevant reference if it fulfils the stipulated requirements.

Kontraktens udførelse
Betingelser for opfyldelse af kontrakten:

The winning tenderer is to perform the contract in compliance with the Danida Anti-Corruption Policy and the principles of the UN Global Compact.

Economic operators can find more information on:

http://um.dk/en/danida-en/about-danida/Danida-transparency/anti-corruption/

https://www.unglobalcompact.org/what-is-gc/mission/principles

Procedure
Retsgrundlag: 32014L0024
Påtænkt antal ansøgere: 5
Objektive kriterier for udvælgelse af det begrænsede antal ansøgere:

Candidates will be selected on the basis of the information concerning technical and professional ability, cf. section III.1.3), in relation to the object of this contract, cf. sections II.1.4) and II.2.4).

In the selection, the contracting authority will specifically emphasise:

(1) The number of relevant contracts, as defined in section III.1.3);

(2) The extent to which the performed contracts compare to the description of this procurement, including:

(a) the extent to which the performed contracts concern evaluations of multilateral multi-donor activities,

(b) the extent to which the performed contracts concern evaluations covering a span of 10+ years,

(d) the extent to which the performed contracts concern evaluations in different regions of the world; and

(3) The extent to which the contracts are performed for clients comparable to the Ministry of Foreign Affairs of Denmark.

Tidspunkt for modtagelse af tilbud: 14:00
Dato for afsendelse af opfordringer: 2023-08-28 📅
Sprog, på hvilke bud eller ansøgninger om deltagelse kan indgives: engelsk 🗣️
Tilbuddets gyldighedsperiode: 6 måneder

Ordregivende myndighed
Identitet
Nationalt registreringsnummer: 43271911
Kontakt
Enhed: Peter Jul Larsen
URL til dokumenter: https://www.ethics.dk/ethics/eo#/65b70ee4-66d9-4a5b-8502-d14767bb6770/publicMaterial 🌏
Internetadresse: https://www.ethics.dk/ethics/eo#/65b70ee4-66d9-4a5b-8502-d14767bb6770/homepage 🌏

Reference
Yderligere oplysninger

The tender procedure is governed by Danish law and the rules applicable hereunder.

An English translation of the Danish Public Procurement Act is available on: https://www.kfst.dk/media/54435/the-public-procurement-act.pdf

Access to the procurement procedure requires online registration.

Guidance (in Danish and English) on the use of the tendering system can be found at: https://mercell.atlassian.net/servicedesk/customer/portal/3/article/177996038?src=1869524006

Local time in section IV is according to Central European Time (CET) in Denmark.

Economic operators may only submit one application or tender.

Economic operators must submit a European Single Procurement Document (ESPD) as preliminary evidence that the economic operator is not subject to exclusion grounds and that the economic operator fulfils the requirements for economic and financial standing and technical and professional ability.

When the economic operator is participating together with others or if the economic operator relies on the capacity of other entities, each participating economic operator must provide a separate ESPD.

In the tender, economic operators must submit a completed and signed statement regarding Article 5k(1) of Council Regulation (EU) No 833/2014 of 31 July 2014 concerning restrictive measures in view of Russia’s actions destabilising the situation in Ukraine, as amended by Council Regulation (EU) No 2023/1214 of 23 June 2023. The contract cannot be awarded to a tenderer subject to Article 5k(1) of Council Regulation (EU) No 833/2014 of 31 July 2014, as amended by Council Regulation (EU) No 2023/1214 of 23 June 2023.

The assignment will include evaluation of Nordic contributions to trust funds in the World Bank, UN MPTF and African Development Bank. Therefore, economic operators must submit declarations of prior and ongoing involvement from the economic operator and each involved Key Staff. Decisions on whether a conflict of interest or unfair competition exists rest with the contracting authority and are made on a case-by-case basis.

Before the time limit for receipt of tenders, the candidates, which the contracting authority has invited to tender, must present documentation of the information provided in the ESPD.

If an economic operator is entered on an official list of approved economic operators or has an equivalent certificate (e.g. under a national (pre)qualification system), the economic operator may refer to the list in question or present a certificate issued by the competent authority instead of documentation of the information provided in the ESPD.

When an economic operator is participating in the procurement procedure together with others, the economic operator must present a joint statement from all the participating economic operators which identifies the member of the group who can act as an agent on behalf of the group with mandate to establish a legal obligation on behalf of the group in relation to the contracting authority.

Prior to the signing of the contract, the tenderer, which the contracting authority has awarded the contract to, must present statements of availability from all non-permanent staff (e.g. project specific consultants or freelance consultants).

This contract has not been divided into lots, cf. section II.1.6), due to necessary coordination and market and economic considerations.

Economic operators will not receive remuneration for their participation in the procedure.

Supplerende oplysninger
Gennemgå organ
Navn: Klagenævnet for Udbud
Postadresse: Toldboden 2
Postby: Viborg
Postnummer: 8800
Land: Danmark 🇩🇰
Telefon: +45 72405600 📞
E-mail: klfu@naevneneshus.dk 📧
Internetadresse: https://naevneneshus.dk/start-din-klage/klagenaevnet-for-udbud/ 🌏
Oplysninger om frister for klageprocedurer:

Actions regarding requests to participate and selection must be submitted within 20 calendar days from the day after the contracting authority has notified the economic operators of the decisions regarding selection.

Other actions regarding the procedure (e.g. decisions regarding award of contract) must be submitted within 45 calendar days from the day after the publication of a contract award notice in the Official Journal of the EU.

Complaint guidelines (in English) can be found at: https://naevneneshus.dk/media/9802/complaint-guidelines.pdf

Tjeneste, hvorfra der kan indhentes oplysninger om klageproceduren
Navn: Konkurrence- og Forbrugerstyrelsen
Postadresse: Carl Jacobsens Vej 35
Postby: Valby
Postnummer: 2500
Telefon: +45 41715000 📞
E-mail: kfst@kfst.dk 📧
Internetadresse: www.kfst.dk 🌏
Kilde: OJS 2023/S 132-422243 (2023-07-07)

Bekendtgørelse om indgåede kontrakter (2023-12-11)
Objekt
Omfanget af udbuddet
Den samlede værdi af udbuddet: 3 974 154 DKK 💰
Bekendtgørelsens metadata
Dokumenttype: Bekendtgørelse om indgåede kontrakter

Procedure
Bud-type: Finder ikke anvendelse

Reference
Datoer
Afsendelsesdato: 2023-12-11 📅
Offentliggørelsesdato: 2023-12-15 📅
Identifikatorer
Bekendtgørelsesnummer: 2023/S 242-760560
Henviser til bekendtgørelse: 2023/S 132-422243
EUT-S-nummer: 242

Procedure
Kriterier for tildeling
Kvalitetskriterium (navn): Adequacy of Methodology and Work Plan
Kvalitetskriterium (vægtning): 32
Kvalitetskriterium (navn): Qualifications and Competence of Key Staff
Kvalitetskriterium (vægtning): 48
Pris (justeringskoefficient): 20

Tildeling af kontrakt
Dato for kontraktindgåelse: 2023-12-11 📅
Navn: PEM Consult A/S
Nationalt registreringsnummer: 18458071
Postadresse: Ny Carlsberg Vej 80
Postby: Copenhagen
Postnummer: 1799
Land: Danmark 🇩🇰
Byen København 🏙️
Internetadresse: https://www.pem.dk/ 🌏
Den samlede værdi af udbuddet: 3 974 154 DKK 💰
Oplysninger om udbud
Antal modtagne bud: 3
Kilde: OJS 2023/S 242-760560 (2023-12-11)

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