| Declarations concerning eligibility Tender Documents for the open procedure conducted by KfW “Environmental and Social Consulting Services for E&S Experts”, KfW-2026-0023 |
This document is subject to copyright protection and may therefore only be used for the preparation of tenders. Any other use will require the express permission of KfW.
- Economic and financial standing
- Minimum annual turnover
| Performance criteria | |||
| The tenderer (be he a single tenderer or consortium) must have a minimum yearly overall turnover after tax of at least 2.000.000 EUR in each of the last three completed financial years. | |||
| Proof of suitability | |||
| The minimum net annual turnover of at least 1.500.000 EUR covered by the contract in each of the last three closed financial years achieved by my company (or by all the members of my consortium in total) was as follows: | |||
| Financial year | 2023 | 2024 | 2025 |
| Overall turnover in EUR (after tax) of the tenderer | Click here to enter text. | Click here to enter text. | Click here to enter text. |
- Technical and professional ability
- Access to workforce
| Performance criteria |
| Overall permanent employment Minimum requirements : The Tenderer has access to minimum 50 experts working in the E&S sector, of which 90% of the employees working in the E&S workflow (part-time and/or full-time) are permanently employed in the company. The distribution should be balanced in the sense of being diversified and reasonably even across experience levels and education degrees, without any single category being disproportionately represented. Minimum requirement: workforce of E&S experts = 90% permanently employed. |
| Proof of suitability |
| Tenderers are requested to fully populate the form “List of Available Personnel” to demonstrate fulfilment of above requirements. Tenderers which fail to demonstrate access to such workforce in the required quantities will be excluded from the tender procedure. |
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- Qualification of the Core Team Members
| Performance criteria |
| Enough sufficiently qualified experts responsible for the execution of the contract, namely: Minimum requirements: Total of at least 7 experts for the Core Team, of which * For the role of Team Coordinator: 1 expert meeting the following minimum requirements (see below) * For the role of Environmental Expert: at least 3 experts meeting the following minimum requirements (see below) * For the role of Social Expert: at least 3 experts meeting the following minimum requirements (see below) |
| 2.2.1 Team Coordinator General professional experience of the Team Coordinator in dealing with tasks or in performing services of the tendered kind The Team Coordinator must demonstrate that s/he has sufficient professional experience in providing services of the tendered kind in the past by company and positions and assigned tasks/responsibilities comparable to this assignment. This experience must satisfy all of the following minimum requirements: 1. Academic qualifications: Master’s Degree or a degree of equivalent level in studies with immediate relevance to the conduct of environmental and social assessments, such as: * Environmental or Agricultural Sciences, or * Natural Sciences, or * Environmental Engineering, or * Anthropology, or * Ethnology, or * Geography, or * Related subjects. 1. At least fluent (written and spoken) in English comparable to C1 level; 2. At least 5 calendar years of experience evidenced through company and position and tasks/responsibilities in responsibly directing and managing international projects immediately related to environmental and social assessment or management and due diligence; projects do not have to have a minimum or maximum duration for consideration; 3. At least 5 calendar years of experience evidenced through company and position and tasks/responsibilities in managing and supervising quality control measures with regards to environmental and social assessments funded by development banks or Equator Principles Financial Institutions (such as World Bank, ADB, AfDB, IDB, AFD, KfW, IFC, DEG, FMO, CDC, Proparco and similar development banks or Equator Principles Financial Institutions - see www.equator–principles.com), Financial Intermediaries or Public Sector Partners and Institutions. Project experience of the Team Coordinator comparable to the tendered assignment The Team Coordinator must demonstrate that s/he has sufficient experience in providing services of the tendered kind in the past by executing reference projects comparable to this assignment for this and/or other purchasers. These project references must satisfy all of the following minimum requirements: 1. At least 5 project references need to be submitted; the maximum number of project references to be submitted is 10. If a proposal contains more than 10 project references only the first 10 well be considered for evaluation. 2. Each project must have been implemented in terms of one of the following standards: 1. World Bank Environmental and Social Standards, 2. or IFC Performance Standards or 3. Standards of similar development banks (ADB, IDB, AfDB, EBRD, EIB) or 4. Equator Principles. 3. At least one reference must demonstrate experience with the World Bank Environmental and Social Standards and at least one reference must demonstrate experience with the IFC Performance Standards. 4. Each project reference must be completed after 2020. Personal project references must involve at least 10 working days of expert’s input. 5. Through the required minimum amount of 5 personal project references, the Team Coordinator must demonstrate experience in dealing with each of the following tasks at least once in the role of project coordinator/manager, showing his/her ability of covering the task. The 5 reference projects shall together demonstrate the expert’s experience regarding the following required tasks: 1. Environmental and social appraisal, and 2. Gap analysis of an Environmental and Social Impact Assessment with an Environmental and Social Action Plan. 3. Project management experience gained in an environment characterised by a workflow with a high ratio of short-term environmental and social expert assignments within the project or program. | |
| 2.2.2 Environmental Experts General professional experience of the Environmental Expert in dealing with tasks or in performing services of the tendered kind The Expert must demonstrate that s/he has sufficient professional experience in providing services of the tendered kind in the past by company and positions and assigned tasks/responsibilities comparable to this assignment. This experience must satisfy all of the following minimum requirements: 1. Academic qualifications: Master’s Degree or a degree of equivalent level in studies with immediate relevance to the conduct of environmental assessments, such as: * Environmental or Agricultural Sciences, or * Natural Sciences, or, * Environmental Engineering, or * Geography, or * Ecology or * Related subjects. Fluent (written and spoken) in English, comparable to B2 or better, and all environmental experts combined must demonstrate fluency in French and Spanish. Project experience of the Environmental Expert comparable to the tendered assignment The expert must demonstrate that s/he has sufficient experience in providing services of the tendered kind in the past by executing reference projects comparable to this assignment for this and/or other purchasers. These project references must satisfy all of the following minimum requirements: 1. At least 8 project references need to be submitted; the maximum number of project references to be submitted is 15. If a proposal contains more than 15 project references only the first 15 well be considered for evaluation. 2. Each project must have been implemented in terms of one of the following standards: 1. World Bank Environmental and Social Standards, or 2. IFC Performance Standards or 3. Standards of similar development banks (ADB, IDB, AfDB, EBRD, EIB) or 4. Equator Principles. 3. At least one reference must demonstrate experience with the World Bank Environmental and Social Standards and at least one reference must demonstrate experience with the IFC Performance Standards. 4. Each project reference must be completed after 2020. Personal project references must involve at least 10 working days of expert’s input. 5. Through the required minimum amount of 8 personal project references, the expert must demonstrate experience in dealing with each of the following tasks at least once in the role of principle responsible, showing his or her ability of covering the task. The 8 reference projects must together demonstrate the expert’s experience regarding the following tasks: 1. Environmental and social appraisal (environmental and natural resource protection aspects only), 2. Gap analysis of an Environmental and Social Impact Assessment (environmental and resource protection aspects only). 3. Experience with international finance institutions’ requirements towards environmental and social assessments, which are detailed in sustainability guidelines or frameworks of EPFI, DFI and any other European bilateral financing institution as KfW IPEX-Bank (https://www.kfw-ipex-bank.de/Sustainability/Sustainability-Guideline-of-KfW-IPEX-Bank/) and KfW Development Bank (https://www.kfw-entwicklungsbank.de/PDF/Download-Center/PDF-Dokumente-Richtlinien/Nachhaltigkeitsrichtlinie_EN.pdf). 6. Through the required minimum amount of 8 personal project references, the expert must demonstrate experience in an advisory role in the following areas: environmental and resource protection, developing and implementing environmental management plans, protecting neighbouring communities or areas with biodiversity values. 7. Knowledge of least five of the thirteen sectors as described in Sec. 3.2.4 of Form “Declarations concerning eligibility” and outlined below must be demonstrated by each of the environmental experts through the personal project references. Additionally, the individual expert must cover all five areas, while the expert group as a whole must cover all sectors in total. This is assessed in the matrix at a later stage: 8. Energy (e.g. renewables, geothermal and thermal power) 9. Infrastructure (e.g. roads, transmission lines, railways, pipelines, airports, harbours) 10. Waste management (e.g. waste treatment plants, landfills) 11. Water supply and sanitation (irrigation, waste water treatment plants, sewage networks) 12. Water resources (e.g. dams, desalination plants, water management) 13. Health care, education and basic services programmes 14. Agribusiness and agricultural programmes 15. Emergency programmes, humanitarian aid 16. Conservation / Nature protection / Protected areas management 17. Financial Intermediaries 18. Mining and extractives 19. Industrial facilities (e.g. cement, steel, refinery, automotive, petrochemical plants) 20. Oil and gas (e.g. refineries, pipelines, terminals) Team requirements of the Environmental Experts 1. Language skills: all environmental experts must be fluent in English, and all environmental experts combined must demonstrate fluency in French and Spanish (Pass/Fail). 2. Sector coverage: Knowledge of all sectors enlisted in Sec. 3.2.4 of Form “Declarations concerning eligibility” and outlined below must be demonstrated among the core team environmental experts (Pass/Fail): | |
| 2.2.3 Social Expert General professional experience of the Social Expert in dealing with tasks or in performing services of the tendered kind The Expert must demonstrate that s/he has sufficient professional experience in providing services of the tendered kind in the past by company andpositions and assigned tasks/responsibilities comparable to this assignment. This experience must satisfy all of the following minimum requirements: 1. Academic qualifications: Master’s Degree or a degree of equivalent level in studies with immediate relevance to the conduct of social assessments, such as * Anthropology, or * Ethnology, or * Sociology, or * Related subjects. 1. Fluent (written and spoken) in English, comparable to B2 or better, and all social experts combined must demonstrate fluency in French and Spanish. 2. At least 6 calender years of experience in an advisory role with project affected communities, development and implementation of resettlement plans and livelihood restauration plans, stakeholder and community engagement; 3. At least 3 calender years of experience in conducting social impact assessments and human rights assessments in projects funded by development banks or Equator Principles Financial Institutions; 4. At least 3 calender years of experience in implementing and monitoring social management plans for projects funded by development banks or Equator Principles Financial Institutions Project experience of the Social Expert comparable to the tendered assignment The expert must demonstrate that he or she has sufficient project experience in providing services of the tendered kind in the past by executing reference projects comparable to this assignment for this and/or other purchasers. These project references must satisfy all of the following minimum requirements: 1. At least 8 project references need to be submitted; the maximum number of project references to be submitted is 15. If a proposal contains more than 15 project references only the first 15 well be considered for evaluation. 2. Each project must have been implemented in terms of one of the following standards: 1. World Bank Environmental and Social Standards, or 2. IFC Performance Standards or 3. Standards of similar development banks (ADB, IDB, AfDB, EBRD, EIB) or 4. Equator Principles. 3. At least one reference must demonstrate experience with the World Bank Environmental and Social Standards and at least one reference must demonstrate experience with the IFC Performance Standards. 4. Each project reference must be completed after 2020. Personal project references must involve at least 10 working days of expert’s input. 5. Through the required minimum amount of 8 personal project references, the expert must demonstrate experience in dealing with each of the following tasks at least once in the role of principle responsible, showing his or her ability of covering the task. The 8 reference projects must together demonstrate the expert’s experience regarding the following tasks: 1. Environmental and social appraisal (social and human rights aspects only), and 2. Gap analysis of an Environmental and Social Impact Assessment (social and human rights aspects only). 3. Resettlement and Livelihood Restauration management, and 4. Employment and working conditions (ILO conventions). 6. Through the required minimum amount of 8 personal project references, the expert must demonstrate experience of the social risks and impacts including Human Rights Impact Assessment, employment and working conditions (ILO conventions) and social-economic conditions and livelihoods in the affected communities in at least five of the sectors listed in Sec. 3.2.4 of Form “Declarations concerning eligibility” and outlined below must be demonstrated by each of the social experts. Additionally, the individual expert must cover all five areas, while the expert group as a whole must cover all sectors in total. This is assessed in the matrix at a later stage: 7. Energy (e.g. renewables, geothermal and thermal power) 8. Infrastructure (e.g. roads, transmission lines, railways, pipelines, airports, harbours) 9. Waste management (e.g. waste treatment plants, landfills) 10. Water supply and sanitation (irrigation, waste water treatment plants, sewage networks) 11. Water resources (e.g. dams, desalination plants, water management) 12. Health care, education and basic services programmes 13. Agribusiness and agricultural programmes 14. Emergency programmes, humanitarian aid 15. Conservation / Nature protection / Protected areas management 16. Financial Intermediaries 17. Mining and extractives 18. Industrial facilities (e.g. cement, steel, refinery, automotive, petrochemical plants) 19. Oil and gas (e.g. refineries, pipelines, terminals) Team requirements of the Social Experts combined 1. Language skills: all social experts must be fluent in English, and all social experts combined must demonstrate fluency in French and Spanish (Pass/Fail). 2. Sector coverage: Knowledge of all sectors as described in Sec. 3.2.4 of Form “Declarations concerning eligibility” must be demonstrated among the core team social experts (Pass/Fail). | |
| 2.2.4 Sector Knowledge of the Environmental Experts and Social Experts The Environmental Experts and the Social Experts combined must fulfil their minimum knowledge and skills requirements in relation to the following sectors: 1. Energy (e.g. renewables, geothermal and thermal power) 2. Infrastructure (e.g. roads, transmission lines, railways, pipelines, airports, harbours) 3. Waste management (e.g. waste treatment plants, landfills) 4. Water supply and sanitation (irrigation, waste water treatment plants, sewage networks) 5. Water resources (e.g. dams, desalination plants, water management) 6. Health care, education and basic services programmes 7. Agribusiness and agricultural programmes 8. Emergency programmes, humanitarian aid 9. Conservation / Nature protection / Protected areas management 10. Financial Intermediaries 11. Mining and extractives 12. Industrial facilities (e.g. cement, steel, refinery, automotive, petrochemical plants) 13. Oil and gas (e.g. refineries, pipelines, terminals) | |
| Proof of suitability | |
| Please name the employees below with their professional experience and qualifications and submit short CVs for all as proof of the professional experience and qualification mentioned in the minimum requirements. Please use the form "Short CVs of the Team Coordinator/ Environmental Experts/ Social Expert"! | |
| Capacity the employee is acting in during contract performance (Type of expertise) | Name (please insert the names) |
| Team Coordinator | Click here to enter text. |
| Environmental Expert no. 1 | Click here to enter text. |
| Environmental Expert no. 2 | Click here to enter text. |
| Environmental Expert no. 3 | Click here to enter text. |
| Social Expert no. 1 | Click here to enter text. |
| Social Expert no. 2 | Click here to enter text. |
| Social Expert no. 3 | Click here to enter text. |
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- Sufficient number of experts in the expert pool and their qualification
| Performance criteria | |
| The Tenderer (be he a single Tenderer or consortium) must have access to at least 19 experts who meet the profile and qualification requirements as follows: Minimum requirements: Expert Pool: * + At least 2 Emissions and Pollution Control Experts + At least 4 Biodiversity Management Experts + At least 3 Resettlement and Community Relations Experts + At least 2 Indigenous Peoples Expert + At least 2 Cultural Heritage Expert + At least 6 Occupational Health and Safety Experts The company must ensure by themselves that the following requirements are fulfilled.The minimum requirements depend solely on the number of experts. 1. A completed Master’s Degree or a degree of equivalent level in studies with immediate relevance to the proposed role in the assignment; 2. At least 6 years of experience in advisory roles in projects immediately related to environmental and social assessment or management and due diligence. 3. Demonstrated experience with the World Bank Environmental and Social Standards or the IFC Performance Standards. | |
| Proof of suitability | |
| I hereby declare that I have access to the aforementioned experts, who are available to perform activities connected with the execution of the tendered services and who at least fulfill the above minimum requriements. | |
| Type of Expert | Quantity (please insert the number of experts) |
| Emissions and Pollution Control Experts | Click here to enter text. |
| Biodiversity Management Experts | Click here to enter text. |
| Resettlement and Community Relations Experts | Click here to enter text. |
| Indigenous Peoples Expert/s | Click here to enter text. |
| Cultural Heritage Expert/s | Click here to enter text. |
| Occupational Health and Safety Experts | Click here to enter text. |