Procurement Seminar TURKEY-Istanbul April 2010 B BECQ Chief Procurement Policy Officer World Bank.
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Transcript of Procurement Seminar TURKEY-Istanbul April 2010 B BECQ Chief Procurement Policy Officer World Bank.
Procurement SeminarTURKEY-Istanbul
April 2010B BECQ
Chief Procurement Policy OfficerWorld Bank
World Bank Lending
Lending, Trends&
Project Development Cycle
Working for a world free of poverty
3
IBRD/IDA Lending in FY2009
301 operations IBRD 125 (42%) IDA 176 (58%)
$46.4 billion IBRD $32.8 billion (71%) IDA $13.6 billion (29%)
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FY09 Top Ten IBRD / IDA Borrowers
CountryIDA / IBRD
Commitment Amount ($M)
Total Share of IDA / IBRD
CommitmentIndonesia 4,225.0 9.1%Brazil 3,604.2 7.8%Mexico 3,422.8 7.4%Poland 2,550.2 5.5%China 2,360.0 5.1%India 2,242.4 4.8%Kazakhstan 2,125.0 4.6%Turkey 2,075.1 4.5%Argentina 1,840.0 4.0%Pakistan 1,609.7 3.5%Total 26,054.40 56.3%
Basic Lending Instrument
Investment Lending For goods, works and services Predefined specific project Long-term focus (5 to 10 years) broad range of sectors Procurement and implementation schedule defined 75 - 85 percent of all Bank lending
Development Policy Lending Support countries’ policy and institutional reforms in a sector or the economy as a whole Short-term focus (1 to 3 years) Provide quick-disbursing financing 15 - 25 percent of total Bank lending
IBRD/IDA FY2009 Lending by Lending Instrument
Total Operations Lending$46.4 billions
Investment lending– $28 billion– 60% of the total
Development Policy – $18.4 billion – 40% of the total
Trends
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Top sectors by loan amount in FY2009Economic Policy 8,939.2
Social Protection 6,202.3
Transport 5,711.3
Energy and Mining 4,646.7
Environment 3,829.0
Agriculture and Rural Development 3,570.6
Financial and Private Sector Development 2,924.0
Public Sector Governance 2,357.3
Education 2,353.1
Urban Development 2,053.1
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Trends – FY09 Lending by Major Sector
Economic Policy19%
Social Protection13%
Transport12%
Energy and Mining10%
Environment8%
Agriculture and Rural Devel-
opment8%
Financial and Private Sector Development
6%
Public Sector Governance
5%
Education5%
Urban Devel-opment
4%
Health, Nutrition and Population
3%
Water3%
Social Development1%
Global Information/Communications Tech-nology
1%Poverty Reduction
1%Financial Management
0%
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IBRD/IDA FY09 Lending Project by Operations Region
# Proj % Amount %
AFR 99 33% 7,802.9 17%
EAP 40 13% 8,152.7 18%
SAR 36 12% 5,433.6 12%
ECA 48 16% 9,284.8 20%
MNA 14 5% 1,723.0 4%
LCR 64 21% 14,031.0 30%
301 46,428.02
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Country Assistance Strategy
Project Identification
Project Preparation
Project Appraisal
Loan NegotiationsLoan Approval and Signing
Project Supervision
Implementation
Evaluation
Investment Project Cycle
World Bank activityJoint activity Borrower activity
Bank-Financed Procurement
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Procurement in the Bank’s Lending
Investment projects/programs
Management and reform of public procurement system in borrower countries
Top Ten Supplier Countries* by Major Bank-financed Contracts
* Countries where suppliers/contractors registered.
FY / Rank 2005 2006 2007 2008 20091 China China China China China2 India India India India India3 Argentina Brazil Germany Spain Argentina4 Egypt Russia United Kingdom Brazil Vietnam5 UN Agency France Italy Argentina Italy6 France Germany Argentina Russia Brazil7 Russia Denmark Russia Vietnam Turkey8 Germany UN Agency Vietnam Italy Iran R9 Brazil Pakistan Turkey France Nigeria
10 United Kingdom United States Indonesia Indonesia IndonesiaPercentage of Portfolio 60% 54% 58% 65% 59%
Top major Sectors in FY09 by Contract Amount
Transportation: 42%
Energy and mining: 18%
Water and sanitation: 15%
Major Contracts* Financed by the World Bank
0.00
1,000,000,000.00
2,000,000,000.00
3,000,000,000.00
4,000,000,000.00
5,000,000,000.00
6,000,000,000.00
Trends by Major Sector
Transportation Energy & miningWater/sanit/fld prot Health & social servPublic admin, Law AgricultureEducation FinanceIndustry and trade Info & communica-
tionNot assigned
Transportation42%
Energy & mining18%
Water/sanit/fld
prot15%
Health & social serv10%
Public admin,
Law5%
Agricul-ture4%
Education3%
Finance2%
Industry and trade1%
Info & communication0%Not assigned
0%
FY09
Top Major Sectors in FY09
by Number of Contracts
1. Health & social services: 1,148 (18%)
2. Public admin., law: 1,015 (16%)
3. Transportation: 892 (14%)
Health & social serv
18%Public admin,
Law16%
Transporta-tion14%
Water/sanit/fld prot14%
Agriculture11%
Energy & min-ing
11%
Education8%
Industry and trade3%
Finance2%
Info & communication1%
Not assigned0%
2005 2006 2007 2008 20090
200
400
600
800
1,000
1,200
1,400
1,600
Trends by Major SectorNo. of ContractsHealth & social serv
Public admin, LawTransportationWater/sanit/fld protEnergy & miningEducationAgricultureFinanceIndustry and trade
The Bank’s Role
Identify project/program Appraise project/program and assess risk Share knowledge and information Supervise project/program Monitor Compliance with Agreements
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The Borrower’s Role
Identify project/program Design, prepare and plan the
project/program
Apply for the loan/credit
Implement project/program
Monitor Compliance with Agreements
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The Bank’s Role in Procurement Assess country system, project’s
procurement capacity and potential risks
Assist borrower in procurement planning Provide procurement training/ knowledge sharing Monitor compliance with loan/credit
agreement and procurement plan – Prior review, Post review, Independent review
TranslationsWorking for a world free of poverty
The Borrower’s Role in Procurement
Design procurement plans Prepare and issue bidding documents Invite bids Receive and evaluate bids/proposals Award contracts Implement/ contract payment Monitor compliance with loan/credit
agreement and procurement plan- Audit
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20Working for a world free of poverty
LOAN/CREDIT AGREEMENT
WORLD BANK
IMPLEMENTING AGENCY (Borrowing Country
Government)
SUPPLIER/
CONTRACTOR
BIDDING DOCUMENTS/ CONTRACTS
Contractual Relationships
Procurement Guidelines(May 2004, Revised October 2006)
Goods and Works
I. IntroductionII. International
Competitive Bidding
III. Other Methods of Procurement
IV. Appendices
Consulting Services
I. IntroductionII. Quality- and Cost-Based
SelectionIII. Other Methods of
SelectionIV. Types of Contracts and
Important ProvisionsV. Selection of Individual
ConsultantsVI. Appendices
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Fraud and Corruption Parties expected to observe highest ethical
standards Bank reserves the right to audit firm’s accounts
and records of the contract
Sanctions by Bank: Will reject proposal for award Cancel the portion of the loan Declare firm ineligible for a limited period of time or
indefinitely List of debarred firms will be posted on the World Bank
website:http://www.worldbank.org/debarr
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Anti-corruption HotlineDepartment of Institutional Integrity (INT)
Toll-free: 1-800-831-0463 (24 hours/day) Collect call: 704-556-7046
By mail: PMB 376713950 Ballantyne Corporate PlaceCharlotte, NC 28277, USA
Phone: 202-458-7677 Fax: 202-522-7140
E-mail: [email protected] Website: www.worldbank.org/integrity Click on "Online Complaint Form" Anonymous calls are accepted.
Please be as specific as possible.
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Procurement ofConsulting Services
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Scope of Business Opportunities for Consultants in World Bank Projects
Study, Design, Supervision of Projects
Technical assistance and Institutional strengthening
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Bank Guidelines For Consultant Selection
Public notification for large assignments
Restricted competition
Standard Request for Proposals
Different selection methods are specified in
the loan agreement
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Selection Methods
Quality- and Cost-Based Selection (QCBS)
Quality-Based Selection (QBS)Fixed Budget (FBS)Least Cost Selection (LCS)Consultants’ Qualifications (CQS)Single Source Selection (SSS)
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Borrower’s Role
Short lists, invites and selectsNegotiates and contractsSupervises, and makes payments
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Short List Six firms with a wide geographic
spreadNo more than two from any one
country Shortlist may comprise all national
firms for smaller contracts.All short listed firms must be
qualifiedParticipation of national consultants
encouraged
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Consultants’ Strategy Target assignments based on regional
experience and technical qualifications Obtain background information on
project: Country Assistance Strategy (CAS) Sector Strategies Project Information Document (PID) Project Appraisal Document (PAD)
Understand Roles of Borrower and Bank Target marketing at appropriate time
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Making the Shortlist Identify national partner firm,
consultants Monitor advertisements systematically Express interest promptly, selectively Expression of Interest (EOI):
Brief information on firm’s qualifications Relevant technical and regional experience
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Preparing the Proposal Address the Terms of Reference (TOR)
clearly, comprehensively Emphasize innovative technical
solutions Qualified Consultants in Key Staff
positions Firm Provides Strong Technical
Leadership
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Preparing the Proposal Cite directly relevant technical and
regional experience Involve national partner consulting firm
or individual consultants Do not vary from standard RFP forms Make sure that your proposal is carefully
prepared and easy to evaluate: use charts, diagrams, color
Submit a professional and polished proposal
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Procurement ofGoods, Works and
Services
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35
International Competitive Bidding (ICB)
International advertising – UNDB online and Development
Gateway’s dgMarketStandard Bidding Documents
– Website: www.worldbank.orgPublic bid openingEvaluation and comparison of bids
36
International competitive bidding (ICB)
Contract awarded to lowest evaluated “responsive bid”
Publication of the award of contract
Domestic Preferences under ICBAppendix 2
37
Other Methods LIB - Limited International Bidding
• Direct invitation to suppliers NCB - National Competitive Bidding
• Country’s rules with some modifications if necessary
Shopping• Price quotations from at least three suppliers
Direct Contracting• Reconstruction, spare parts, etc.
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Other Methods Force Account
• use of the borrower’s own personnel and equipment
Performance-Based Procurement• Payments made for measured outputs
Community Participation in Procurement• For project sustainability or specific social
objectives
Business Opportunities
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How to Track Opportunities
World Bank website www.worldbank.org• Country Assistance Strategy• Sector Support Strategy• Monthly Operational Summary• Project Information Document• Project Appraisal Document• Contract Awards• UN Development Business (UNDB) &
dgMarket (fee-based online services)• REOI for consultants hired by World Bank
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Trends in Major Awards to Turkish Suppliers – FY 2005-2009 by Category (in US$ Millions)
42
Trends in Major Awards to Turkish Suppliers – FY 2005-2009 by Region (in US$ Millions)
43
Trends in Major Awards to Turkish Suppliers – FY 2005-2009 by Sector (in US$ Millions)
Learn more
www.worldbank.org/procureProcurement & Consultants
GuidelinesStandard Bidding and Proposal
DocumentsGuide to Business Opportunities
and more!
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Guidance to Bidders Appendix 3 of the Guidelines
Bidder’s role Address all queries or complaints to the client - the
borrower Send copies of communications to the Bank or write to
the Bank directly, when borrowers do not respond promptly, or the communication is a complaint against the borrower.
Address to World Bank Task Team Leader, copy to Country Director and Regional Procurement Manager
Bidders may request a debriefing
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How to win - briefly
Read everything you canLearn country laws and regulations Identify local partnersRespect local customsSolve the client’s problem. Don’t
impose your view.
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How to win - briefly Respond precisely to technical
specifications. Unclear? Ask in writing, do NOT guess or
assume. Submit bid/proposals in time. Bids that
are even one minute late will be rejected.
Assess the competition. Compete where YOU are competitive.
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Thank You!
Questions and Answers