THE 3rd. CALL FOR EXPRESSIONS OF INTEREST
The Fund for the Development of Indigenous Peoples of Latin America and the Caribbean has received a grant from the
Inter American Development Bank - IDB to partially finance the proposed Strategy for the Financial Sustainability of the
Indigenous Fund by the Convention of Reimbursable Technical Cooperation No. ATN / 0C-13231-RG.
As part of this program, consulting firms are invited to submit their interest to fill out the application form to participate in
the Selection Process for hiring of consultancy:
FONDO INDÍGENA STRATEGY FOR FINACIAL SUSTAINIBILITY
RG-T2078
The objective of the consultancy is to: Assist the FI with the development of a comprehensive financial sustainability
strategy and investment to improve profitability of FI capital.
To this end invited consulting firms, legally constructed and belonging to IDB member countries with no conflict of interest
with the consulting or the convener should have experience in:
General Experience
a. 15 years of extensive knowledge of the financial actions of international cooperation and proven practice related to the
Latin American financial system.
b. 10 years working in the design and implementation of financial strategies tested in institutions in the region.
Specific Experience
c. Proven experience of 12 or more years in the field of financial markets, investment in the stock, bonds and other equity
instruments
d. 10 years of working experience in financial assistance in NGOs, International Organization and / or private companies.
e. Six years of extensive knowledge and management of IFRS - IFRS International Financial Reporting Standards
f. Four years of working experience in engineering processes and financial restructuring
g. Ability to synthesize and present information to different audiences.
h. Spanish and English, spoken and written fluently.
The most important legal documents have to be presented in copy as well a summary of their more relevant specific
experience. The minimum information to be assessed will be:
• Photocopy of the Constitution and legal documents that prove not to be prevented from entering into contracts in Bolivia
• Identification of the Firm (Form No. 2.1)
• Consulting related experience (Form No. 2.2)
• Summary Financial Information (Form No.2.3)
The application forms can be downloaded from the page: www.fondoindigena.org, More information can be requested at
the following address Av.20 of October 2287 esq. Rosendo Gutierrez or telephone 591-2 2423233 Email
apomar@fondoindigena.org
Please send the documentation as listed above to the Indigenous Fund offices located at Av October 20, 2287 esq. Rosendo
Gutierrez, La Paz - Bolivia, no later than 16:00 pm on Friday, May 10, 2013.
La Paz, May 03, 2013
INDIAN BOTTOM
DOC-2.1
CONSULTANCY: SUSTAINABILITY STRATEGY INDIGENOUS FINANCIAL FUND
RG-T2078
IDENTIFICATION OF THE CONSULTANT
GENERAL INFORMATION:
Name:
Name of legal representative:
Main Adress:
City and Country:
Telephone:
Fax:
E-Mail:
TYPE OF ORGANISATION (please indicate: Unipersonal ,
Sociedad Accidental, SA, SRL , ONG, Agencia
Especializada de organización internacional pública, etc)
NATIONALITY OF SIGNATURE (*)
If applicable, according to the characteristics of the Consultant detailing:
% Share
Name shareholders
nationality
SI
NO
The firm, as a whole, is an integral part of the economy of a member country of the IDB and the
FI .................................. (insert name of country)
The firm has concluded agreement (s) by (the) which (is) a substantial portion of its net profits or
other tangible benefits are credited or paid to individuals or companies that do not meet the
nationality requirements of the IDB. (*)
(*) Legal entities are eligible nationality if they are constituted and operate with the law of an eligible country, if 50% or
more of the share capital is owned by one or more persons from eligible countries, if the principal place of business
is in a eligible country, if it is an integral part of the economy of the country (eligible) which is domiciled; any
substantial part of net income and other tangible benefits are paid in any way natural or legal personnel who do not
meet citizenship requirements
_______________________________________________
Signature and name of the representative of the firm
SUSTAINABILITY STRATEGY INDIGENOUS FINANCIAL FUND
RG-T2078
DOC-2.2
SPECIFIC EXPERIENCE IN CONSULTING
List of services provided in the past 10 years
Customer Name
Name of consulting and
description of the most
important tasks
Contact:
Position:
e-mail:
Phone:
country:
Contact:
Position:
e-mail:
Phone:
country:
Contacto:
Cargo:
e-mail:
Telf.:
País:
Contact:
Position:
e-mail:
Phone:
country:
TOTAL
(1)
fill out only if the contract was executed with a partner
Implementation
Period (month
and year)
From:
to
From:
to
From:
to
From:
to
Original Amount
(US$)
Final amount
(US$)
Name of partners
% of
Participation
(1)
Participation (1) Amount (1) (US$)
______________________________________________
Representative Signature Consulting Firm
DOC-2.3
SUSTAINABILITY STRATEGY INDIGENOUS FINANCIAL FUND
RG-T2078
SUMMARY FINANCIAL
MANAGEMENT 2007 MANAGEMENT 2012
(State currency)
(State currency)
Total assets
Current assets
Inventories
Total Liabilities
Current liabilities
Equity
Annual income (1)
Net
Note: If by its nature, the firm does not have this information, you can replace this
information with the budgetary execution of the last 3 steps