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WORLD BANK Procurement Seminar Nadjib Sefta - Nov. 3/4/5 2004

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  • WORLD BANKProcurement SeminarNadjib Sefta - Nov. 3/4/5 2004Bilbao / Madrid / Sevilla

  • The World Bank Group International Bank for Reconstruction and Development (IBRD) 1945 International Development Association (IDA) 1960 International Finance Corporation (IFC) 1956 Multilateral Investment Guarantee Agency (MIGA) 1988 International Centre for Settlement of Investment Disputes (ICSID) 1966

  • FUNCTIONS OF THE WORLD BANKTo provide funds for development projectsTo provide policy advice and technical assistanceTo promote investment in developing countriesWorking for a world free of poverty

  • The World BankThe first loans helped finance the reconstruction of the war-ravaged economies of Western Europe and Japan after World War II. Today the Bank lends to the developing countries of Africa, Asia, Central Europe, Latin America, the Middle East and the former Soviet Union.Working for a world free of poverty

  • The World BankLoans, credits, or grants are provided to the governments of developing countries borrowers to finance investments and promote economic growth through: Investment projects/programsSupport to policy/economic reformTechnical assistanceWorking for a world free of poverty

  • Borrowings, Retained earnings,Paid-in capital.

    15-25 years with 3-8 year grace period. LIBOR plus fixed or variable spread.

    Member countries with annual percapita GNP between $895 - $5,295

    Governments, government agencies,and private enterprises withGOVERNMENT GUARANTEE.

    FY2004 $11.0 billion for 87 new operations.FUNDING

    TERMS

    ELIGIBILITY

    RECIPIENTS

    LENDING COMMITMENTSIBRDWorking for a world free of poverty

  • Contributions from governments and IBRD income

    35-40 years with 10 year graceperiod. 0% interest. Service chargeof 0.75% on the disbursed balance. Grants.

    Member countries with an annualper capita GNP below $895.

    Governments, but funds maybe on-lent to state or privateorganizations.

    FY2004- $9.0 billion for 158 operations.FUNDING

    TERMS

    ELIGIBILITY

    RECIPIENTS

    LENDING COMMITMENTSIDAWorking for a world free of poverty

  • IBRD LOANS and IDA CREDITS

    Administered by the same staff.Projects must meet the same criteria to qualify for financing.Same procedures apply for the procurement of goods and works.Same procedures apply for selection of consultants.Working for a world free of poverty

  • BOARD OF GOVERNORS

    made up of theMinister of Finance, orequivalent of each ofthe Banks 184member countriesEXECUTIVE DIRECTORS

    24, representing theconstituencies of the184 member countriesTHE PRESIDENT MANAGINGDIRECTORSOPERATIONSEVALUATIONSTAFF VICE PRESIDENTS, OPERATIONS, FINANCE, LEGAL, etc.Working for a world free of poverty

  • World Bank LendingTrends & Project Development CycleWorking for a world free of poverty

  • TrendsIncrease in program-based lending to support development of economic sector: Health, Education, Infrastructure, etc.Emphasis on the creation of capacity in countries: public sector management, community participationDecrease in agriculture, transportation and energy sectorsSmaller contract size = more contracts awarded to local firmsWorking for a world free of poverty

  • IBRD/ IDA LENDING, BY REGIONFiscal Year 2004 (July 1 - June 30) $ 20.1 Billion

  • IBRD/IDA Lending by Sector FY04

  • TYPES OF OPERATIONSInvestment Projects Predefined specific project Procurement and implementation schedule definedDevelopment Policy Support Policy and economic reform General imports, (negative or positive list)Program Operations Multi-year investment program Investments not precisely pre-defined

  • IMPLEMENTATIONCOUNTRY ASSISTANCE STRATEGYIMPLEMENTATION COMPLETION REPORTPROJECT PREPARATIONPROJECT IDENTIFICATIONPROJECT APPRAISALLOAN NEGOTIATIONSLOAN APPROVAL, SIGNING AND EFFECTIVENESSJoint activityClient activityBank activityPROJECT SUPERVISION

  • OPERATIONS STAFFVice PresidentAfricaVice PresidentSouth AsiaVice PresidentEast Asia& PacificVice PresidentMiddle East&North AfricaVice PresidentEurope &Central AsiaVice PresidentLatin America& Caribbean CountryDirectors CountryDirector CountryDirectorsCountryDirectors CountryDirectors CountryDirectorsRPM*RPMRPMRPMRPMRPM CountryDirectors*RPM: Regional Procurement ManagerSector ManagersSector ManagersTask Team Leaders

  • Bank-Financed ProcurementWorking for a world free of poverty

  • THE BANKS ROLELend for Specific ProjectsAppraise Projects and Assess RiskAssist the BorrowerProvide Information on ProjectsMonitor Compliance with AgreementsWorking for a world free of poverty

  • THE BORROWERS ROLE

    RESPONSIBLE FOR PROCUREMENT:Prepares Procurement PlanPrepares and issues Bidding DocumentsInvites BidsReceives and Evaluates Bids/proposalsAwards ContractsImplements

    Working for a world free of poverty

  • BANKS PROCUREMENT REVIEW PROCUREMENT PLAN SCHEDULING PRIOR REVIEW MODIFICATIONS POST REVIEW TRANSLATIONSWorking for a world free of poverty

  • Working for a world free of poverty

    LOAN/CREDIT AGREEMENTWORLD BANKIMPLEMENTING AGENCY (Borrowing Country Government)SUPPLIER/CONTRACTORPREQUALIFICATION BIDDING DOCUMENTS/CONTRACTSCONTRACTUAL RELATIONSHIPS

  • CONSIDERATIONS THAT GUIDE WORLD BANK PROCUREMENT POLICIESNeed for economy and efficiencyGive all eligible (qualified) bidders opportunity to competeEncourage development of national industries in borrowing countriesProcurement process to be transparentWorking for a world free of poverty

  • Procurement GuidelinesGoods and WorksIntroductionInternational Competitive BiddingOther MethodsAppendicesConsulting ServicesIntroductionQuality- and Cost-Based SelectionOther MethodsTypes of Contracts and Important ProvisionsAppendicesWorking for a world free of poverty

  • Guidance Appendix 3Address all queries or complaints to the client - the borrowerCopy queries/complaints to World Bank sector director and Regional Procurement ManagerWrite to your embassy in borrowers country or commercial attach in Washington to expediteBidders may request a debriefingWorking for a world free of poverty

  • Fraud & Corruption Provisions Guidelines (Para 1.14 or 1.22)Corrupt PracticeOffering, giving, receiving or soliciting of anything of value

    Fraudulent PracticeMisrepresentation of facts-- to influence the procurement process or contract execution

    Working for a world free of poverty

  • Fraud and CorruptionParties expected to observe highest ethical standardsBank reserves the right to audit firms accounts and records of the contract

    Sanctions by Bank:Will reject proposal for awardCancel the portion of the loanDeclare firm ineligible for a limited period of time or indefinitelyList of debarred firms will be posted on the World Bank website:http://www.worldbank.org/debarr

    Working for a world free of poverty

  • Anti-corruption Hotline NumberThe World Banks Hotline for reporting allegations of fraud and corruption can be reached outside of the United States and Canada by contacting an AT&T operator and asking for the Banks toll-free hotline number:1-800-831-0463Working for a world free of poverty

  • PROCUREMENT OFCONSULTING SERVICES

    Working for a world free of poverty

  • SCOPE OF BUSINESS OPPORTUNITIES FOR CONSULTANTS IN WORLD BANK PROJECTSStudy, Design, Supervision of ProjectsTechnical assistance and Institutional strengtheningWorking for a world free of poverty

  • BASIC PRINCIPLES OF CONSULTANT SELECTION

    High Quality Services Economy and Efficiency Fair Selection Process Role of National Consultants Transparency Working for a world free of poverty

  • BANK GUIDELINES FOR CONSULTANT SELECTIONPublic notification for large assignmentsRestricted competitionStandard Request for ProposalsDifferent selection methods are specified in the loan agreementWorking for a world free of poverty

  • SELECTION METHODSQuality- and Cost-Based Selection (QCBS)Quality-Based Selection (QBS)Fixed Budget (FB)Least Cost Selection (LCS)Consultants Qualifications (CQ)Single Source Selection (SS)Working for a world free of poverty

  • BORROWERS ROLE

    Short Lists, Invites and Selects Negotiates and Contracts Supervises, and Pays

    Working for a world free of poverty

  • 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 Shortlisted Firms must be QualifiedParticipation of National Consultants encouragedWorking for a world free of poverty

  • CONSULTANTS STRATEGYTarget assignments based on regional experience and technical qualificationsObtain background information on project:Country Assistance Strategy (CAS)Sector StrategiesProject Information Document (PID)Project Appraisal Document (PAD)Understand Roles of Borrower and BankTarget marketing at appropriate timeWorking for a world free of poverty

  • Making the ShortlistContact, visit client before shortlisting. Identify national partner firm, consultantsMonitor advertisements systematicallyExpress interest promptly, selectivelyExpression of Interest (EOI): Brief information on firms qualificationsRelevant technical and regional experienceWorking for a world free of poverty

  • Preparing the ProposalPre-proposal visit Address the Terms of Reference (TOR) clearly, comprehensivelyEmphasize innovative technical solutionsQualified Consultants in Key Staff positionsFirm Provides Strong Technical Leadership

    Working for a world free of poverty

  • Preparing the Proposal Cite directly relevan