Poland – Financial and insurance services – “Selection of a Financing Partner for the purpose of implementing the Financial Instrument Loan for energy efficiency in the residential sector (IIT) and Loan for energy efficiency in public buildings (IIT) under the Lublin Voivodeship Holding Fund”

Opportunity description

The subject matter of the contract comprises services commissioned by BGK consisting in the implementation and management of a Financial Instrument financing investments carried out in the Lublin Voivodeship, i.e.: Loan for energy efficiency in the residential sector (IIT) and Loan for energy efficiency in public buildings (IIT) (hereinafter: the Loan). Details concerning the types of projects that may be financed are contained in the Financial Instrument Specifications constituting Appendices Nos. 2a and 2b to the Draft Contractual Provisions (PPU) (Specification). 1. The subject matter of the contract comprises services commissioned by BGK consisting in the implementation and management of a Financial Instrument financing investments carried out in the Lublin Voivodeship, i.e.: Loan for energy efficiency in the residential sector (IIT) and Loan for energy efficiency in public buildings (IIT) (hereinafter: the Loan). Details concerning the types of projects that may be financed are contained in the Financial Instrument Specifications constituting Appendices Nos. 2a and 2b to the Draft Contractual Provisions (PPU) (Specification). 2. BGK has been entrusted with the role of the entity implementing the Holding Fund, under which the aforementioned Financial Instrument is envisaged. The basis for BGK’s activities is the Financing Agreement concluded between BGK and the Lublin Voivodeship, represented by the Management Board of the Lublin Voivodeship, acting as the Managing Authority for the European Funds for Lublin 2021-2027 programme. 3. For the purpose of performing the contract, BGK will contribute from the Holding Fund to the Specific Fund established by the Contractor a financial contribution from the resources of the European Funds for Lublin 2021-2027 programme. Detailed rules for transferring the financial contribution from the Holding Fund in the form of tranches have been specified in the PPU. 4. The entity selected as the Contractor will act as the entity implementing the Specific Fund (Financing Partner, PF), referred to in Article 2(21) of Regulation (EU) No 2021/1060 of the European Parliament and of the Council of 24 June 2021. The contract is financed from the resources of the European Funds for Lublin 2021-2027 Programme and resources constituting national co-financing, in accordance with Financing Agreement No. FELU.04.04-IZ.00-0001/23-00 for financing Project No. FELU.04.04-IZ.00-0001/23 entitled Lublin Voivodeship Holding Fund, concluded on 29.08.2023 between the Lublin Voivodeship (Management Board of the Lublin Voivodeship) and Bank Gospodarstwa Krajowego, which acts as the “Holding Fund” within the meaning of Article 2(20) of Regulation (EU) No 2021/1060 of the European Parliament and of the Council of 24 June 2021. Project identification number: FELU.04.04-IZ.00-0001/23. 5. The credit risk associated with the lending activity is borne by the Contractor, taking into account the conditions described in the PPU. 6. The detailed scope of the Contractor’s tasks has been specified in the PPU (Appendix No. 2 to the SWZ). 7. The financial contribution from the Holding Fund resources made available by the Contracting Authority for the performance of the basic contract amounts to a total of PLN 17,000,000.00. 8. The financial contribution from the Holding Fund resources is intended for the provision of services consisting in the implementation and management of the Financial Instrument Loan for energy efficiency in the residential sector (IIT) and Loan for energy efficiency in public buildings (IIT), and the granting of Individual Loans with the parameters specified in the “Financial Instrument Specification for the Loan for energy efficiency in the residential sector (IIT)” and the “Financial Instrument Specification for the Loan for energy efficiency in public buildings (IIT),” and from the financial contribution of the Holding Fund contributed by the Contracting Authority to the Specific Fund in the total amount of PLN 17,000,000.00, supplemented by the Contractor’s own contribution in an amount not lower than PLN 3,364,288.65. The granting of Individual Loans is intended to contribute to the achievement of the indicators specified in Part III, point 7 of the SWZ. One Final Investment may simultaneously contribute to the achievement of each of the indicators specified in Part III, point 7 of the SWZ. Procedure: open. Review the original TED notice for the complete requirement, lots, amendments and attachments.