Fiduciary Form 1March 2010

Fiduciary Forum March 2010Knut Leipold, ECSPS

Framework Agreements

Fiduciary Form 2March 2010

Agenda1. Introduction

Knut Leipold, ECSPS, 10 min

2. Policy & Legal ConsiderationsLisa Miller, LEGIA, 20 minCaroline Nicholas, UNCITRAL, 20 min

3. Case Study on the Use of FAs in PanamaGustavo Guzman, PanamaCompra, 40 min

========== Break, 30 minutes ==========

4. Use of Country FAs under Bank Operations Joao Veiga Malta, LCSPT, 20 minFred Kranz, SARPS, 20 min

5. Discussion, 50 minutes

Fiduciary Form 3March 2010

FAs: What?

• For common use goods, works, services

• Stage 1: Competitive selection of and award to one/multiple economic operators (EO) with terms and conditions set out in the framework agreement

• Stage 2: Subsequent purchase orders (call-offs, contracts, etc.) based on the terms and conditions set out in the framework agreement

Fiduciary Form 4March 2010

FAs: Why?

• Countries worldwide use framework agreements as part of their public procurement systems

• EU Directive refers to framework agreements and dynamic purchasing systems

• USA: 40% of $400 billion federal procurement volume through interagency framework agreements

• Revised Procurement Model Law of UNCITRAL will include framework agreements along 3 models

Fiduciary Form 5March 2010

• Shopping transparent, competitive, and efficient alternative

• NCB FA set up without exclusion of foreign bidders

• Bank Projects critical mass required

• Bank-executed contracts AMS 15

• Emergency operations set up by the Bank for the client

Relevance for the Bank

Fiduciary Form 6March 2010

• Concept note & WG

• Policy note

• Overview paper

• Guidance note

• SBD templates

• Harmonization

Policy & Guidance

X

Fiduciary Form 7March 2010

Guidelines