Education;
- Master`s degree in Finance/Accounting, Business Administration or Economics
- Bachelor`s degree or equivalent in Finance/Accounting, Business Administration or Economics combined with CPA or equivalent and additional two years of relevant experience.
Experience;
- At least 5 years of relevant experience in investment/financial analysis;
- Demonstrated track record in undertaking Due Diligence, proposal development and financial closure of SME agribusiness projects in developing countries;
- Demonstrated track record of innovating in project development and financing processes, adapting the development, structuring, risk mitigation, and financing as needed;
- Computer proficiency, including working knowledge of MS Office products (especially excel), capacity in web-based management tools and;
- Significant experience in writing/editing reports for large organizations, especially within the UN system.
EVALUATION PROCESS
Cumulative analysis:
The award of the contract shall be made to the individual consultant whose offer has been evaluated and determined as:
(I) Responsive/compliant/acceptable, and having no conflict of interest with any of the SME projects under due diligence. A Declaration of Impartiality will be completed by the shortlisted candidates. UNCDF shall provide the shortlisted candidates with the list of SMEs in order to undertake due diligence to clear the shortlisted consultants of any conflict of interest, real or perceived, by verifying any and all possible associations with the companies being reviewed, in terms of their previous, current or future engagement, relationships and affiliations of any form. In the event of any conflict by one consultant, the SME involved will be assigned to the other consultant, and will be replaced by another SME with whom the first consultant has no conflict with.
(ii) Having received the highest score out of a pre-determined set of weighted technical and financial criteria specific to the solicitation. Example 70%-30%. (Technical Criteria weightL 70%; Financial Criteria weight: 30%)
Evaluation shall consist of the following steps:
Step 1: Longlisting, where candidates will be evaluated based on the following mandatory minimum criteria:
- Bachelor`s degree or equivalent in Finance/Accounting, Business Administration or Economics combined with CPA or equivalent and additional two years of relevant experience.
- Five (5) years of professional experience in installation and operation of Solar Power System especially in the environment of least developed and developing countries
Step 2: Shortlisting The evaluation panel shall meet to establish a shortlist based on the following criteria.
Technical Evaluation Criteria
- Relevant Qualification (See Education and Experience)– 15% –
- A minimum of 5 years’ relevant work experience – 15%
- Substantial experience in working with SMEs such as providing BDS support, developing business plans and excel financial models and; Significant experience in writing/editing reports for large organizations, especially within the UN system or large national or international organizations – 20%;
- Description of approach/methodology and its appropriateness to the assignment- 20%
Only candidates obtaining a minimum of 49 points (70% of the total technical points) would be considered for the Financial Evaluation.
Step 3: Financial Evaluation – The following formula will be used for evaluation of financial proposals: Lowest priced proposal / Price of the proposal being evaluated x 30
APPLICATION PROCESS
The application must contain the following:
(a) Personal Profile:
- Approach/Methodology on how the assignment will be executed (1 page).
- Confirmation indicating availability to take up assignment for the whole period.
- A Curriculum Vitae (CV) or P.11 Personal History Form (available at http://sas.undp.org/documents/p11_personal_history_form.doc), stipulating applicant’s official name the qualifications and professional experiences (with similar projects) relevant to the assignment/TOR and the contact details (email address, telephone numbers) of 3 professional references.
(b) Financial proposal: The financial proposal shall specify a lump sum amount that is inclusive of professional fees and other incidentals that the consultant expects to incur during the performance of the work. For this purpose, please complete and submit the Letter of Confirmation of Interest and Availability (Please click here for document) and Financial Proposal (do not upload your financial proposal online, please send it separately to the email address financial.proposal@uncdf.org with the subject line: 102103 – Consultancy to Undertake Due Diligence on shortlisted SME’s in Northern Uganda.
Any individual employed by a company, organization or institution who would like to submit a proposal in response to this Individual Contract notice must do so in their individual capacity.
If an applicant is employed by a company, organization or institution, and s/he expects her/his employer to charge a management fee in the process of releasing her/him to UNCDF under a Reimbursable Loan Agreement (RLA), the applicant must indicate at this point, and ensure that all such costs are duly incorporated in the financial proposal submitted to UNCDF.
All documents must be submitted: electronically, both the technical proposal and financial proposal
Failure to submit all the above-mentioned documents may result in rejection of the application.
Individual Consultants are responsible for ensuring they have vaccinations/inoculations when traveling to certain countries, as designated by the UN Medical Director. Consultants are also required to comply with the UN security directives set forth under dss.un.org If the consultant is over 65 years old, UNCDF reserves the right to require full medical certification and clearance from the consultant’s physician prior to commencing the travel.
References
UNDP’s Individual Consultant’s General Terms and Conditions are provided here:
http://www.undp.org/content/dam/undp/documents/procurement/documents/IC%20-%20General%20Conditions.pdf
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