November 19, 2015 Lisbon, Portugal Business Opportunities with the World Bank for Portuguese companies Catherine Doody External and Corporate Relations The World Bank Group
The World Bank Group: Two Key Objectives Ending Extreme Poverty by 2030 Promoting Shared Prosperity
The World Bank Group (WBG): public and private sector windows with business opportunities For Exporters For Investors $42.5 B World Bank lending in 2015 turned into procurement opportunities $10.5 B IFC co-financing $2.8 B MIGA guarantees against Political Risks Total WBG Commitment of $60 B in 2015
Regions http://maps.worldbank.org
Business Opportunities in Bank-Funded Projects: Project Cycle Evaluation Country Partnership Framework Project Identification Project Supervision Project Preparation Implementation Project Appraisal Loan Approval and Signing Loan Negotiations Joint activity World Bank activity Borrower activity 5 5
The World Bank has NO contractual relationship with companies Country Partnership Framework (CPF) Contractual Relation World Bank Procurement Rules Information Dissemination Complaints Government Implementing Agency Project Implementation Contractual Relation Companies
Bank s Role in Procurement Bank s Role in Procurement Assess Borrower s public procurement system, procurement capacity of project implementing agency, and potential procurement risks Assist borrower in procurement planning Provide procurement training, knowledge, and best practice sharing Monitor compliance with Loan/Credit Agreement and Procurement Plan Prior review, post review, independent reviews Investigate allegations of fraud and corruption; apply sanctions, if determined as a result of investigations 7
Borrower s Role in Procurement Borrower s Role in Procurement Prepare Procurement Plans Advertise upcoming bidding opportunities Prepare and issue bidding/proposal documents Receive and evaluate bids/proposals Award contracts Implement contract; pay supplier/contractors/ consultants Monitor compliance with Loan/Credit Agreement and Procurement Plan Arrange for project/program audit 8
Best Performers on World Bank Prior Review Contracts FY 2010-2015 Millions 16.000 14.000 12.000 10.000 8.000 6.000 4.000 2.000 0 WB finances Data as of July 2015
Millions W. European Best Performers on World Bank Prior Review Contracts FY 2010-2015 5.000 4.500 4.000 3.500 3.000 2.500 2.000 1.500 1.000 500 0 WB finances Data as of July 2015
Performance of Portuguese companies on World Bank Prior Review Contracts FY 2010-2015 Millions 120 100 80 60 40 20 Contract Amount Number of Contracts 35 30 25 20 15 10 5 0 2010 2011 2012 2013 2014 2015 0
Procurement Category: Distribution of WB-financed contracts awarded to Portuguese companies (2010-15) By Contract Amount By Number of Contracts Goods 11% Civil Works 10% Consultants 24% Civil Works 65% Goods 16% Consultants 74%
Sectorial Distribution of WB-financed contracts awarded to Portuguese companies (2010-15) 1% 1% 1% 1% By Sector 7% 7% 32% 5% 45% Water Transportation Public admin & law Energy & mining Agriculture Education Industry & trade ICT Health & SS
Regional Distribution of WB-financed contracts awarded to Portuguese companies (2010-15) Millions By Region EAP 1% 70 60 50 40 30 20 10 0 AFR 99%
A Selection of WB-financed contracts awarded to Portuguese companies (2010-15) MSF Engenharia: Transportation (CW), Burkina Faso, $60M Societe Momentanee: Water (CW), DRC, $24M Seth S.A.: Energy & mining (Goods), Mozambique, $8.7M RC Construcoes: Agriculture (CW), Senegal, $1.9M TPF Planege: Water (C), Angola, $1.8M Procesl Engineering: Water (C), Mozambique, $930,000 General Cable Celcat: Transportation (G), Romania, $160,000 Logistel: Transportation (C), Cabo Verde, $117,000 Europress: Education (G), Sao Tome and Principe, $96,000 (C) Consultant Services; (CW) Civil Works; (G) Goods The complete list of contract awards is available under WB finances
Africa Pipeline: over 100 projects worth over $7 B By Project Amount 2% 5% 3% 20% 10% Health and Social Services Transportation Energy & Mining Public admin & law By number of projects 5% 6% 6% 24% 6% 12% 18% Agriculture Water 10% 18% 15% 15% Finance Industry & trade 12% 13% Education Data as of November 2015
Africa Pipeline: More than 100 World Bank Projects worth over $7 Billion
Projects in the Pre-Pipeline: Monthly Operational Summary (MOS) Full List Available: http://go.worldbank.org/eudtu0bih0
www.worldbank.org/projects
http://finances.worldbank.org
World Bank Procurement Application http://finances.worldbank.org https://itunes.apple.com/us/app/world-bank-project-procurement/id911312962?mt=8
23 Procurement Methods (goods and works) Other Procurement Methods International competitive bidding (ICB) Limited International Bidding (LIB) National Competitive Bidding (NCB) UNDB online and www.worldbank.org Direct invitation to suppliers Country s rules with some modifications if necessary Shopping Direct Contracting Price quotations from at least three suppliers Reconstruction, spare parts, etc.
Selection Methods consultants Selection Methods Quality- and Cost-Based Selection Quality-Based Selection Fixed Budget Least Cost Selection Consultants Qualifications Single Source Selection Selection of Individual consultants QCBS QBS FBS LCS CQS SSS IC 24
Tips to Ensure Competitiveness Tips to ensure competitiveness Monitor advertisements systematically- start early and have stamina Identify local partners, sub-consultants or possible associations Be informed about the country, project, processes and competition Assess the market compete where YOU are competitive Solve the client s problem - don t impose your view. Consultants : Conduct a pre-proposal visit (if indicated in RFP) Fully address TOR Offer qualified consultants or key expert staff positions Assign a strong project manager Cite directly relevant technical and regional experience and prior experience with similar assignments Goods and Works : Understand local customs, laws and markets Respond adequately to technical specifications Unclear? Contact implementing agency to address any need for further clarifications, do NOT guess or assume.
Clarifications Clarifications Any request for clarification must be sent in writing, or by standard electronic means, to the Client s address indicated in the Data Sheet of the RFP/SBD. The Bidder/Consultant may request a clarification of any part of the bidding document/rfp during the period indicated in the Data Sheet before the Bid/Proposals submission deadline. The Client will respond in writing, or by standard electronic means, and will send written copies of the response (including an explanation of the query but without identifying its source) to all Bidders that have purchased bidding documents/shortlisted Consultants. At any time before the submission deadline, the Client may amend the SBD/ RFP by issuing an amendment in writing or by standard electronic means. The amendment shall be sent to all Bidders that have purchased bidding documents/shortlisted Consultants. The Bidder/ Consultants shall acknowledge receipt of all amendments in writing. 26
Clarifications Clarifications If the amendment is substantial, the Client may extend the bid/proposal submission deadline to give the Bidders/Consultants reasonable time to take an amendment into account in their Bids/Proposals The Bidders/Consultant may submit a modified Proposal or a modification to any part of it at any time prior to the proposal submission deadline. No modifications to the Bid/Proposal shall be accepted after the deadline. 27
Debriefing by the Borrower Debriefing by the Borrower Reference to par. 2.65 of the Procurement Guidelines and par. 2.32 of the Consultant Guidelines In the publication of contract award, the Borrower specifies that any bidder/consultant who wishes to ascertain the grounds on which its bid/proposal was not selected should request an explanation from the Borrower. The Borrower shall promptly provide in writing an explanation of why such bid/proposal was not selected. If a bidder/consultant requests a debriefing meeting, the bidder/consultant shall bear all their costs of attending such a debriefing meeting. 28
Debriefing by the Bank Debriefing by the Bank Reference to par. 15 of the Procurement Guidelines and par. 15 of the Consultant Guidelines If after contract award, a bidder/consultant wishes to ascertain the grounds on which its bid/proposal was not selected, it should address its request to the Borrower as indicated in paragraph par. 2.65 of the Procurement Guidelines/ par. 2.32 of the Consultant Guidelines. If the bidder/consultant is not satisfied with the written explanation given and/or debriefing by the Borrower, and wishes to seek a meeting with the Bank, it may address the Regional Procurement Manager for the borrowing country, who will arrange a meeting at the appropriate level and with the relevant staff. The purpose of such meeting is only to discuss the bidder's bid/consultant s proposal, and neither to reverse the Bank s position that has been conveyed to the Borrower nor to discuss the proposals of competitors. 29
Consultants : different possibilities 1. To work on WB-financed projects 2. To work for the WB as consultants https://wbgeconsult2.worldbank.org/ 3. To work for the Implementing Agency to prepare the projects
Procurement Policy Review Procurement Policy Review Value for money is critical to development Informed by market-focused Procurement Strategy for Development Expanded options to apply non-price attributes With minimum criteria for quality Scoring method to evaluate non-price aspect of the bid Weighted against a scoring model for total cost Bidding documentation to specify upfront logical, clearly articulated, comprehensive and relevant criteria Modern Fit for Purpose Tailored Responds to client needs Risk-based approach http://consultations.worldbank.org/consultation/procurement-policy-review-consultations
Concerned about Fraud and Corruption in World Bank-financed projects? Integrity Compliance Guidelines for the World Bank Group List of sanctionned companies and individuals (debarred) 3 Ways to Report a Concern: Submit an Online Integrity Complaint Form Call +1 202 458-7677 Download the free Integrity App For more information
For more information: Elise Laferrière, elaferriere@ccmm.qc.ca +1 514 871 4000 x 6210 To Register: http://www.ccmm.qc.ca/fr/i_mc_washington_0216/
World Bank Electronic Resources World Bank General Website: www.worldbank.org Projects & Procurement Notices www.worldbank.org/projects Procurement Guidelines go.worldbank.org/1kkd1knt40 www.worldbank.org/procure Procurement Awards and Summary Reports go.worldbank.org/by6hrbv4e0 http://finances.worldbank.org/ Monthly Operational Summary http://go.worldbank.org/og8cl2bd20
Thank You Catherine Doody Cdoody@worldbankgroup.org www.worldbank.org/pslo