World Bank Consultant Guidelines and Business Opportunities
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1 World Bank Consultant Guidelines and Business Opportunities Nancy Bikondo - Omosa Procurement Specialist Procurement Policy and Services Group October 6,
2 AGENDA Lending Trends How to Identify Consulting opportunities The Role of the Bank and Borrower and in Bank Finance Procurement Consultant Guidelines 2
3 Lending Trends
4 IBRD/IDA LENDING IN FY10 Fiscal Year 2010 = July 1, 2009 to June 30, Operations IBRD 164 (46%) IDA 192 (54%) $58.6 Billion IBRD $44 billion (75%) IDA $14.6 billion (25%) 4
5 TRENDS Top Ten Sectors by Loan Amount in FY10 Sector Loan ($M) Public Administration and Law 9,259.3 Health and Social Services 6,458.2 Finance 6,221.0 Transportation 4,984.8 Energy and Mining 4,091.6 Education 3,351.3 Water/Sanitation/Flood Protection 2,403.5 Agriculture 2,092.9 Industry and Trade 1,344.1 Information and Communication A,115.4 TOTAL $40.3 Billion 5
6 Trends FY10 Lending by Major Sectors Water/Sanitation/ Flood Protection 5.96% Education 8.31% Energy and Mining 10.15% Industry and Trade Agriculture 3.33% 5.19% Transportation 12.36% Information and Communication 0.29% Finance 15.43% Public Administration and Law 22.96% Health and Social Services 16.02% 6
7 How to Identify Opportunities
8 Procurement Opportunities at the World Bank Corporate Procurement Bank s internal requirements $ 700 million per year Goods & services (incl. consulting) GSDPR bidding opportunities Vendor Kiosk FAQ s & other information Project Operations Procurement Borrower s requirements $ 58.5 billion in FY10 Consulting Services, Goods, Civil Works Borrower procurement policies/guidelines standard bidding documents Other relevant information Bank-executed consulting services TTL, GSDPR/HR 8
9 Business Opportunities in Bank-Funded Projects: Project Cycle Country Assistance Strategy Evaluation Project Identification Project Supervision Project Preparation Implementation Project Appraisal Loan Approval and Signing Loan Negotiations Joint activity World Bank activity Borrower activity 9
10 Business Opportunities in Bank- Funded Projects: Consulting Services Country Assistance Strategy Evaluation Project Identification Project Supervision Consulting Services Project Preparation Implementation Project Appraisal Joint activity World Bank activity Borrower activity 10
11 HOW TO TRACK OPPORTUNITIES World Bank website Country Assistance Strategy Sector Support Strategy Monthly Operational Summary Project Information Document Project Appraisal Document Contract Awards UN Development Business (UNDB) REOI for consultants hired by World Bank 11
12 The Role of the Bank and the Borrower
13 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 Translations
14 World Bank Organizational Structure Resident Missions ECA Europe/ Central Asia EAP East Asia/ Pacific SA South Asia MNA Middle East/ North Africa AFR Africa LCR Latin America/ Caribbean Operations Policy & Country Services Human Development Poverty Reduction & Economic Management Financial & Private Sector Development Sustainable Development Board of Governors Executive Directors President Corporate Functions 14
15 THE BORROWER S ROLE IN PROCUREMENT Design procurement plans Prepare and issue bidding/proposal documents Invite bids Receive and evaluate bids/proposals Award contracts Implement the project through the project implementing agency /contract payment Monitor compliance with loan/credit agreement and procurement plan - Audit
16 Procurement of Consulting Services
17 Scope of Business Opportunities for Consultants in World Bank Projects Study, design, supervision of Projects Technical assistance Institutional strengthening 17
18 CONSULTANT SELECTION Basic Principles Economy and efficiency Quality & fair selection process Development of national consultants from borrowing member countries Transparency Public notification for assignments Standard Request for Proposals Different selection methods are specified in the loan agreement Bank Guidelines 18
19 SELECTION METHODS Quality- and Cost-Based Selection Quality-Based Selection Fixed Budget Least Cost Selection Consultants Qualifications Single Source Selection CQS QCBS QBS FBS LCS SSS 19
20 SHORT LIST Six firms with a wide geographic spread No more than two from any one country Shortlist may comprise all national firms for smaller contracts All short listed firms must be qualified Participation of national consultants encouraged 20
21 CONSULTANTS STRATEGY 1 Target assignments based on regional experience and technical qualifications 3 Understand roles of Borrower and Bank 2 Obtain background information on project: 4 Target marketing at appropriate time Country Assistance Strategy (CAS) Sector Strategies Project Appraisal Document (PAD) Project Information Document (PID) 21
22 MAKING THE SHORT LIST Contact, visit client before short-listing 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 22
23 PREPARING THE PROPOSAL Preparation Steps (Part 1) Conduct a pre-proposal visit Fully address the Terms of Reference (TOR) Emphasize innovative technical solutions Offer qualified consultants in key staff positions Provide strong technical leadership 23
24 PREPARING THE PROPOSAL Preparation Steps (Part 2) Cite directly relevant technical and regional experience Involve national partner consulting firm or individual consultants Avoid deviation from standard RFP forms Facilitate evaluation of proposal by using charts, diagrams, color where possible 24
25 SUBMITTING PROPOSALS Respond precisely to the requirements of the proposal Provide highly qualified staff and ensure that they are actually available for the assignment Do not falsify qualifications! 25
26 Contractual Relationships WORLD BANK COMPLAINTS/ AUDITS SUPPLIER/ CONTRACTOR LOAN/ CREDIT AGREEMENT IMPLEMENTING AGENCY (Borrowing Country Government) BIDDING DOCUMENTS/ CONTRACTS 26
27 LEARN MORE Procurement website Procurement & Consultants Guidelines Standard Bidding and Proposal Documents Guide to Business Opportunities Other 27
28 THANK YOU 28
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