Research Institute of Wildlife Ecology

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Key expert 3: Financial Manager

Qualifications and skills

  • University degree, preferably with specialization in economics, finance, accounting, business administration or public administration, or a related discipline

General professional experience

  • Experience in the administration and implementation of programme/operations and financial management

  • Experience with the implementation of effective internal controls and the proper functioning of a client-oriented financial resources management system

  • Demonstrating good knowledge of information technology and applying it in work assignments

  • Maintaining effective client relationships (reporting in a timely and appropriate fashion, meeting reporting deadlines)

  • Language requirements: Fluency in English and German

Specific professional experience

  • Experience in the administration and implementation of programme/operations and financial management in an EU regional project

  • Knowledge of EU/INTERREG rules and regulations and other relevant policies on financial recording/reporting and audit systems

  • Experience within the Alpine Space Programme context a definitive asset

Guidance note on expert inputs:

Working days: The Consultant will only be paid for days actually worked on the basis of the daily fee rate contained in the budget breakdown (annex V). Tenderers must annex the 'Estimated number of working days' worksheet contained in the spreadsheet for Annex V to their Organisation and Methodology (Annex III) to demonstrate the correspondence between the proposed methodology and the expert inputs.

It is understood that actual days worked each month for each category of experts may differ from the number of working days estimated for each month in the organisation and methodology and the budget breakdown. The actual input required for the tasks specified in the Terms of Reference can only be determined in the course of the contract.

Note that civil servants and other staff of the public administration of the beneficiary country cannot be recruited as experts, unless prior written approval has been obtained from the European Commission.

Other experts

CVs for experts other than the key experts are not examined prior to the signature of the contract. They should not be included in tenders.

The Consultant shall select and hire other experts as required according to the profiles identified in the Organisation & Methodology and/or these Terms of Reference. They must indicate clearly which profile they have so it is clear which fee rate in the budget breakdown will apply. All experts must be independent and free from conflicts of interest in the responsibilities accorded to them.

The selection procedures used by the Consultant to select these other experts shall be transparent, and shall be based on pre-defined criteria, including professional qualifications, language skills and work experience. The findings of the selection panel shall be recorded. The selected experts shall be subject to approval by the Contracting Authority.

Note that civil servants and other staff of the public administration of the beneficiary country cannot be recruited as experts, unless prior written approval has been obtained from the European Commission.

Support staff & backstopping

Backstopping and support staff costs must be included in the fee rates of the experts.

Office accommodation

Office accommodation of a reasonable standard and of approximately 10 square metres for each expert working on the contract is to be provided by the Consultant.

The costs of the office accommodation are to be covered by the fee rates of the experts.

Facilities to be provided by the Consultant

The Consultant shall ensure that experts are adequately supported and equipped. In particular it shall ensure that there is sufficient administrative, secretarial and interpreting provision to enable experts to concentrate on their primary responsibilities. It must also transfer funds as necessary to support its activities under the contract and to ensure that its employees are paid regularly and in a timely fashion.

If the Consultant is a consortium, the arrangements should allow for the maximum flexibility in project implementation. Arrangements offering each consortium member a fixed percentage of the work to be undertaken under the contract should be avoided.


No equipment is to be purchased on behalf of the Contracting Authority / beneficiary country as part of this service contract or transferred to the Contracting Authority / beneficiary country at the end of this contract. Any equipment related to this contract which is to be acquired by the beneficiary country must be purchased by means of a separate supply tender procedure.

Incidental expenditure

The Provision for incidental expenditure covers the ancillary and exceptional eligible expenditure incurred under this contract. It cannot be used for costs which should be covered by the Consultant as part of its fee rates, as defined above. Its use is governed by the provisions in the General Conditions and the notes in Annex V of the contract. It covers:

  • Travel costs and subsistence allowances for missions, outside the normal place of posting, to be undertaken as part of this contract. If applicable, indicate if the provision includes costs for environmental measures, for example C02 offsetting.

  • < Item 2, etc>

A provision for incidental expenditure for this contract should be included without modification in the Budget breakdown.

Any subsistence allowances to be paid for missions undertaken as part of this contract must not exceed the per diem rates published on the Web site: at the start of each such mission.

Expenditure verification

Any provision for expenditure verification for this contract must be included without modification in the Budget breakdown.


Reporting requirements

Please refer to Article 26 of the General Conditions. Interim reports must be prepared every six months during the period of implementation of the tasks. They must be provided along with the corresponding invoice, the financial report and an expenditure verification report defined in Article 28 of the General Conditions. There must be a final report, a final invoice and the financial report accompanied by an expenditure verification report at the end of the period of implementation of the tasks. The draft final report must be submitted at least one month before the end of the period of implementation of the tasks. Note that these interim and final reports are additional to any required in Section of these Terms of Reference.

Each report shall consist of a narrative section and a financial section. The financial section must contain details of the time inputs of the experts, of the incidental expenditure and of the provision for expenditure verification.

To summarise, in addition to the documents, reports and output which could be specified under the duties and responsibilities of each key expert above the Consultant shall provide the following reports:

Name of report


Time of submission

Inception Report

Analysis of existing situation and plan of work for the project

No later than 1 month after the start of the implementation

6 month Progress Report

Short description of progress (technical and financial) including problems encountered; planned activities for the ensuing 6 months accompanied by an invoice and the expenditure verification report.

No later than 1 month after the end of each 6 month implementation period

Draft Final Report

Short description of achievements including problems encountered and recommendations

No later than 1 month before the end of the implementation period.

Final Report

Short description of achievements including problems encountered and recommendations; a final invoice and the financial report accompanied by the expenditure verification report.

Within 1 month of receiving comments on the draft final report from the Project Manager identified in the contract.

Submission & approval of reports

Electronic copies of the reports referred to above must be submitted to the Project Manager identified in the contract. The reports must be written in English. The Project Manager is responsible for approving the reports.


Definition of indicators

  • Project results attained

  • Co-ordination, administration and financial management tasks implemented efficiently, smoothly, and timely (any challenges and difficulties tackled promptly to the extent possible)

  • Transparency and accountability to all stake-holders maintained

  • Partner networks maintained and expanded

  • Stakeholders and partners satisfied with management and results (to be ascertained through feedback tools)

  • All reports to partners and EU prepared and delivered on time

Special requirements

ANNEX III: Organisation & Methodology

To be completed by the tenderer


Any comments on the Terms of reference of importance for the successful execution of activities, in particular its objectives and expected results, thus demonstrating the degree of understanding of the contract. An opinion on the key issues related to the achievement of the contract objectives and expected results.

An explanation of the risks and assumptions affecting the execution of the contract.


An outline of the approach proposed for contract implementation.

A list of the proposed activities considered to be necessary to achieve the contract objectives.

The related inputs and outputs.

In the case of a tender being submitted by a consortium, a description of the input from each of the consortium members and the distribution and interaction of tasks and responsibilities between them.

A description of the support facilities (back-stopping) that the team of experts will have from the contractor during the execution of the contract.

A description of sub-contracting arrangements foreseen, if any and within the limit indicated in clause 3 of the Instructions to tenderers, with a clear indication of the tasks that will be entrusted to a sub-contractor and a statement by the tenderer guaranteeing the eligibility of any sub-contractor.

Timetable of activities

The timing, sequence and duration of the proposed activities, taking into account mobilisation time.

The identification and timing of major milestones in execution of the contract, including an indication of how the achievement of these would be reflected in any reports, particularly those stipulated in the Terms of reference.

The methodologies contained in the offer should include a workplan indicating the envisaged resources to be mobilised.

The expected number of working days required from each category of expert each month during the period of execution of the contract (using the Excel spreadsheet linked to the Budget breakdown).

Log frame

A Logical framework reflecting the considerations described in items 1 - 3 (see the Project Cycle Management Manual available from the PCM Home page:


Name of expert

Proposed position

Years of exper-ience


Educational background

Specialist areas of knowledge

Experience in beneficiary country

Languages and degree of fluency (VG, G, W)

Curriculum vitae (insert for each expert)

Proposed role in the project:

Family name:

First names:

Date of birth:


Civil status:



(Date from - Date to)

Degree(s) or Diploma(s) obtained:

Language skills: Indicate competence on a scale of 1 to 5 (1 - excellent; 5 - basic)





Membership of professional bodies:

Other skills: (e.g. Computer literacy, etc.)

Present position:

Years within the firm:

Key qualifications: (Relevant to the project)

Specific experience in the region:


Date from - Date to

Professional experience

Date from - Date to


Company& reference person6 (name & contact details)



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