THE WORLD BANK Procurement Briefing the Netherlands November 3, 2003 Shaun Moss, Lead Procurement...
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Transcript of THE WORLD BANK Procurement Briefing the Netherlands November 3, 2003 Shaun Moss, Lead Procurement...
THE WORLD BANK
Procurement Briefing the NetherlandsNovember 3, 2003
Shaun Moss, Lead Procurement Specialist, Europe and Central Asia Region
PRESENTATION OVERVIEW
1. The World Bank’s project cycle and organization
2. Principles of Procurement - Roles of the World Bank and the Borrower in the procurement process
3. Consultant selection procedures4. Sources of information
CASCASCountry
Assistance Strategy
Country Assistance
Strategy
OtherAgencies
Borrowers’Proposals
PreviousProjects Country
Offices
Bank Economic& Sector Work
PROJECT IDENTIFICATION
IMPLEMENTATION
Country Assistance Strategy
IMPLEMENTATION COMPLETION REPORT
PROJECT PREPARATION
PROJECT IDENTIFICATION
PROJECT APPRAISAL
LOAN NEGOTIATIONS
LOAN APPROVAL, SIGNING AND EFFECTIVENESS
Joint activity Client activityBank activity
PROJECT SUPERVISION
BANK OPERATIONS STAFFBANK OPERATIONS STAFF
Vice PresidentAfrica
Vice PresidentSouth Asia
Vice PresidentEast Asia& Pacific
Vice PresidentMiddle East
&North Africa
Vice PresidentEurope &
Central Asia
Vice PresidentLatin America& Caribbean
CountryDirector
CountryCountryDirectorDirector
CountryDirector
CountryDirector
CountryDirector
CountryDirector
RPA* RPARPARPARPARPA
CountryDirector
* * RPA: Regional Procurement Adviser
Sector Managers
Sector ManagersTask Team Leaders
PRINCIPLES OF CONSULTANT SELECTION
High-quality services
Economy and efficiency
Equal opportunity to qualified firms from all member countries
Development of national consulting industry
Transparency in the selection process
Understand the Roles…
The Client• Prepares procurement plan• Invites expressions of interest• Compiles shortlist• Issues Request for Proposals (RFP)• Evaluates proposals• Awards contracts• Supervises and pays consultants
Understand the Roles
The World Bank• Assesses the Client’s capacity to carry out
procurement• Reviews and clears the procurement plan• Prior reviews large-value contracts and contract
modifications• Carries out post review of contracts under the
prior-review thresholds
Role of the Business Community
Read up on the Bank’s lending strategy in specific countries/sectors (CAS)
Identify projects of interest by tracking the Bank’s website
Market your expertise directly to the borrower of Bank funds/grant recipient
Understand the project cycle and procurement & consultant guidelines.
BANK GUIDELINES FOR CONSULTANT SELECTION
Public Notification for Large Assignments
(>US$200,000)
Restricted Competition based on shortlist
Standard Request for Proposals (RFP)
Applicable Selection Methods Specified in Loan
Agreement
SELECTION METHODS
Quality- and Cost-Based Selection (QCBS) (Technical
Quality >70; Price <30)
Quality-Based Selection (QBS) (technical quality only)
Fixed Budget (FB)
Least Cost Selection (LCS)
Consultants’ Qualifications (CQ)
Single Source Selection (SS)
SHORT LIST Limited to six firms
All shortlisted firms must be qualified1/
No more than two from any one country 2/
Promote participation of National Consultants
1/ But not all qualified firms make the shortlist
2/ Except when list may be all national firms – permitted for some smaller contracts.
BANK AS EMPLOYER OF CONSULTANTS
Individuals and firms Encourages Competition – But getting
shortlisted is easier if you are known Recognizes Conflict of Interest Restricts Re-employment Expressions of Interest advertised on
Bank’s website: www.worldbank.org/procure
CONSULTANTS’ STRATEGY
Target assignments based on regional experience and technical qualifications – be selective!
Obtain background information on project:• Country Assistance Strategy (CAS)
• Project Information Document (PID)
• Project Appraisal Document (PAD)
Understand Roles of Borrower (Government) and Bank Target marketing at appropriate time
Making the Shortlist
Monitor advertisements systematicallyExpress interest promptly, selectivelyExpression of Interest (EOI):
• Brief information on firm’s qualifications• Relevant technical and regional experience
Contact, visit client before shortlistingIdentify national partner firm and/or individual
consultants
Preparing the Proposal
Pre-proposal visit Address the Terms of Reference (TOR) clearly,
comprehensively Emphasize innovative technical solutions Qualified Consultants in Key Staff positions Firm Provides Strong Technical Leadership Cite directly relevant technical and regional experience Involve national partner consulting firm or individual
consultants Do not vary from standard RFP forms
Typical Evaluation Methodology
Specific experience of firm 10 points
Technical methodology 20 points
Qualifications of Key Staff 50 points
Knowledge transfer, training 10 points
National participation 10 points
World Bank Prior Review
• Cost and staff-month estimates• Request for Proposals inc. TOR, evaluation
system, form of contract• Shortlist• Report on Technical Evaluation• Final Evaluation Report (combined technical and
price evaluation)• Initialed, negotiated contract• Contract modifications >15%
Procurement Information
General Procurement Notices– Publication in UN Development Business (print
and online) is required for any project that will have contracts awarded following International Competitive Bidding Procedures (will also appear in Development Gateway - dgMarket)
– Published minimum of 8 weeks prior to issuance of bidding documents
– Updated annually for outstanding procurement
Requests for Expressions of Interest
Advertised in UN Development Business (UNDB online) and dgMarket for assignments with an estimated value over US$ 200,000– www.dgmarket.com
– www.devbusiness.com
Helps borrower in preparation of short list Request for proposals only issued to short-listed
firms
Trust Funds
• The World Bank often executes trust funds provided by donor countries
• Depending on the donor’s rules, the consulting opportunities may be restricted to nationals of the donor country
• Advertising is required for opportunities over $50,000 – even it is restricted to nationals of a certain country
Trust Funds (cont’d)
• Request for Expression of Interest are advertised in: dgMarket, UN Development Business and the Bank’s website:– http://www.worldbank.org/procure– Selection methods detailed in the Guidelines:
Selection and Employment of Consultants apply
Languages
• Bidding/consultant documents may be in English, French or Spanish for contracts awarded following international competitive bidding procedures or large-value consultant contracts
Who won the contract?
• Data on contracts subject to prior review by the Bank are available on the Bank’s website
• http://www.worldbank.org/procure
• View by keyword, country of project, country of supplier, etc.
Procurement Information
www.worldbank.org/procure– Policies and procedures– Standard bidding and consultant documents in
official languages• Familiarize yourself with general conditions of
contract, technical forms, etc.
– Requirements and guidance for World Bank borrowers
DACON Registration
Online at www.dgmarket.comShared by WB and Inter-American
Development BankFive or more full-time professional staffNo individualsRegistration is not mandatory, but
recommended. Will not help you win contracts. You must market your firm.
Contracts Awarded to NL FY 2000-2003
0
10,000,000
20,000,000
30,000,000
40,000,000
50,000,000
60,000,000
2000 2001 2002 2003
Fiscal Year
US
D$ Consult Srvcs
Goods