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An overview of Consultancy Opportunities at the EBRD
An overview of Consultancy Opportunities at the EBRD
An overview of Consultancy Opportunities at the EBRD
An overview of Consultancy Opportunities at the EBRD
An overview of Consultancy Opportunities at the EBRD
An overview of Consultancy Opportunities at the EBRD
An overview of Consultancy Opportunities at the EBRD
An overview of Consultancy Opportunities at the EBRD
An overview of Consultancy Opportunities at the EBRD
An overview of Consultancy Opportunities at the EBRD
An overview of Consultancy Opportunities at the EBRD
An overview of Consultancy Opportunities at the EBRD
An overview of Consultancy Opportunities at the EBRD
An overview of Consultancy Opportunities at the EBRD
An overview of Consultancy Opportunities at the EBRD
An overview of Consultancy Opportunities at the EBRD
An overview of Consultancy Opportunities at the EBRD
An overview of Consultancy Opportunities at the EBRD
An overview of Consultancy Opportunities at the EBRD
An overview of Consultancy Opportunities at the EBRD
An overview of Consultancy Opportunities at the EBRD
An overview of Consultancy Opportunities at the EBRD
An overview of Consultancy Opportunities at the EBRD
An overview of Consultancy Opportunities at the EBRD
An overview of Consultancy Opportunities at the EBRD
An overview of Consultancy Opportunities at the EBRD
An overview of Consultancy Opportunities at the EBRD
An overview of Consultancy Opportunities at the EBRD
An overview of Consultancy Opportunities at the EBRD
An overview of Consultancy Opportunities at the EBRD
An overview of Consultancy Opportunities at the EBRD
An overview of Consultancy Opportunities at the EBRD
An overview of Consultancy Opportunities at the EBRD
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An overview of Consultancy Opportunities at the EBRD

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An overview of Consultancy Opportunities at the EBRD

An overview of Consultancy Opportunities at the EBRD

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  • 1. An overview of Consultancy Opportunities at the EBRD Steven Gillard, Senior Advisor, Consultancy Services Unit 1PDF created with pdfFactory trial version www.pdffactory.com
  • 2. The Bank’s need for Consultants 2PDF created with pdfFactory trial version www.pdffactory.com
  • 3. Consultants required to support the EBRD’s projects (loans or equity) EBRD Provides loan or equity Consultant support to finance infrastructure, Consultant support for Project funding to Banks etc. for Project Preparation (Project) Implementation To Clients (~80% Private and ~20% Public) 3PDF created with pdfFactory trial version www.pdffactory.com
  • 4. Consultancy services required for project preparation and implementation (examples) Project Preparation Project Implementation l Market Demand Studies (various) l FOPIP - Financial and Operational Performance Improvement Programme l Feasibility Study (sector (financial, management information system, engineers, environmental, corporate restructuring experts) financial, legal experts) l Corporate Development Programme l Financial and Technical Due (financial, legal, management, IT, business Diligence (various) planning experts) l Environmental Impact Assessment l Project Implementation Unit - procurement (environmental experts) assistance & supervision of works l Legal Due Diligence (legal (procurement experts, engineers) experts) l Creditworthiness Enhancement Programme (financial, legal, sector regulation experts) l Lender’s supervision (various) 4PDF created with pdfFactory trial version www.pdffactory.com
  • 5. Consultants required to support the Bank’s other activities (non-Project related) l Policy and public sector reform – Legal Transition l Legal advice to EBRD’s Office of the General Counsel l Economic/political analysis, research l Institution building/training via EBRD’s Small Enterprise Growth Programme (EGP), Business Advisory Services (BAS). l Information Technology (Bank HQ) l Social and Environmental l Nuclear Safety 5PDF created with pdfFactory trial version www.pdffactory.com
  • 6. Contract Statistics 6PDF created with pdfFactory trial version www.pdffactory.com
  • 7. Financing of Consultancy Assignments Bank Technical Co- Bank loans Administrative operation funds budget Annual Estimates €40 to 100 m €5 to 30 m €30 to 70 m In 2011 €99.04 m €15.09 m €55.36 m 1,323 contracts 20 contracts 1,273 contracts Tied: €17.32 m Untied Untied Untied: €81.72 m Contracting party Borrowers/Bank Borrowers Bank 7PDF created with pdfFactory trial version www.pdffactory.com
  • 8. Contract Awards (€) by EBRD and its Clients* in 2007-2011** Total Consultancy Contracts Awarded by EBRD & Clients Year Value, € million Number 2011 169.49 2,797 2010 175.00 2,820 2009 137.17 2,821 2008 120.22 2,434 2007 136.18 2,377 * Clients are generally the recipients of loans or equity investments ** Including contract awards by the Office of the General Counsel 8PDF created with pdfFactory trial version www.pdffactory.com
  • 9. Value/Number of Consultancy Contracts by EBRD Department/Team in 2011* Departments Value Number Financial Institutions 31.55 m € 123 Infrastructure 29.92 m € 238 Energy incl. Natural Resources, Power & 4.43 m € 40 Energy Small Business Support (SBS), including Enterprise Growth Programme (EGP) and 10.64 m € 891 Business Advisory Services (BAS) Other Banking Departments 30.59 m € 459 Non-Banking Departments (legal, chief economist, HR, risk, operational policies, 47.28 m € 1,026 etc.) 9 * Excluding 20 loan-funded consultancy contracts for 15.09 m €PDF created with pdfFactory trial version www.pdffactory.com
  • 10. Selection of Consultants 10PDF created with pdfFactory trial version www.pdffactory.com
  • 11. EBRD’s Procurement Policies and Rules (PP&R) l Revised Procurement Policies & Rules (PP&R) were adopted by the Bank’s Board of Directors in May 2010 after a public consultation process: http://www.ebrd.com/pages/research/publicatio ns/policies/procurement.shtml l Based on fundamental principles of non- discrimination, fairness and transparency l Harmonisation with other International Finance Institutions (IFIs) on-going (e.g. Standard Request for Proposal) l Section 5: procurement of consultant services 11PDF created with pdfFactory trial version www.pdffactory.com
  • 12. Procedures for Consultant Selection l Essentially the same procedure whether it is Client or Bank contracted l 3 selection procedures set out in PP&R based on the estimated total value of the contract and all extensions – below EUR 75,000 - Direct Selection – EUR 75,000 to EUR 300,000 - Selection from Shortlist. – EUR 300,000 and over – Evaluation of Proposals Note that for selections for individuals SSL is used for anything over EUR 75,000 with no upper limit. 12PDF created with pdfFactory trial version www.pdffactory.com
  • 13. Direct Selection l Less than EUR 75,000 l The Executing Agency selects without competitive selection l Bank may negotiate on budget, team composition and contractual terms 13PDF created with pdfFactory trial version www.pdffactory.com
  • 14. Direct Selection l How does the Client or Bank choose for direct selection? l How can consultants improve their chances of being awarded Direct Selections? 14PDF created with pdfFactory trial version www.pdffactory.com
  • 15. Selection from a Shortlist l Between EUR 75,000 and EUR 300,000 for firms and EUR 75,000+ for individuals. l Usually begins with a “Procurement Notice” calling for expressions of interest on the Bank’s Website. 15PDF created with pdfFactory trial version www.pdffactory.com
  • 16. Selection from a Shortlist Procurement Notice Sign-up for Email alerts! 16PDF created with pdfFactory trial version www.pdffactory.com
  • 17. Selection from a Shortlist l Procurement Notices – key features - Short description of Services - Consultant Profile sought - Submission Requirements (nb dates) - Contracting Entity (EBRD / Client) - Available Budget, Funding Source - Eligibility Criteria 17PDF created with pdfFactory trial version www.pdffactory.com
  • 18. Selection from a Shortlist Are you eligible? l Donor restrictions l Conflict of Interest l Late submission (and what to do if you are running out of time) 18PDF created with pdfFactory trial version www.pdffactory.com
  • 19. Selection from a Shortlist l Consultants submit Expressions of Interest and a Long List of qualified and competent firms is decided upon by the shortlisting committee l Shortlist (3 to 6 qualified firms) – normally no more than 2 consultants from the same country – normally requires at least one qualified consultant from one of the Bank’s Countries of Operation 19PDF created with pdfFactory trial version www.pdffactory.com
  • 20. Selection from a Shortlist l The Shortlisting Committee creates a shortlist of firms who are ranked according to technical merit. l The top ranked firm is sent the Terms of Reference and invited to submit a workplan and budget. l Bank may negotiate on budget, team composition and contractual terms. If negotiations fail, second ranked firm is contacted. l When negotiations are successful, contract awarded. 20PDF created with pdfFactory trial version www.pdffactory.com
  • 21. Evaluation of Proposals l EUR 300,000 and over (for firms only). l As per Selection from Shortlist until the shortlist is created i.e. procurement notice and shortlisting. l Shortlisted firms (generally between 3 and 6 firms) selected and sent the Request for Proposal (RFP) - see next slide. 21PDF created with pdfFactory trial version www.pdffactory.com
  • 22. Evaluation of Proposals l Request For Proposals (RFP) - RFP1 - Data Sheet - RFP2 - Instructions to Bidders - RFP3 - Forms - RFP4 - Evaluation Criteria - RFP5 - Terms of Reference - RFP6 - Contract Template 22PDF created with pdfFactory trial version www.pdffactory.com
  • 23. Evaluation of Proposals l NB Evaluation Criteria (RFP 4) l Key components - Experience (by subject matter; Experience in Countries of Operation) - Calibre of staff - Methodology and work plan - Other (local language; local input) 23PDF created with pdfFactory trial version www.pdffactory.com
  • 24. Evaluation of Proposals Consultant Selection: l Quality Based Selection (QBS) – Most important criteria technical qualification / relevant experience Price as a factor for Evaluation of Proposals: l Quality Cost Based Selection (QCBS) – 2 Envelope System. The norms are: – Technical proposals: weight of 80% and only when technical thresholds are met – Financial proposal: weight 20% 24PDF created with pdfFactory trial version www.pdffactory.com
  • 25. Evaluation of Proposals lWhen the proposals are received, the evaluation committee scores the technical proposals. lWhen the technical scoring is complete the financial proposals are opened. lThe technical and financial scores are calculated according to the pre-agreed formula. lNegotiations begin with the top-ranked firm. If negotiations fail, second ranked firm is contacted. l When negotiations are successful, contract awarded. 25PDF created with pdfFactory trial version www.pdffactory.com
  • 26. Overview of Procedures for Consultant Selection Direct Selection Selection from Evaluation of Shortlist Proposals (below EUR 75,000) (EUR 75,000 – EUR 300,000) (EUR 300,000 and over) Select consultant Calls for expressions of Calls for expressions of interest (not obligatory) interest Long list Long list Shortlist Shortlist Select consultant Proposal Negotiations Select consultant Negotiations Contract Negotiations Contract Contract 26PDF created with pdfFactory trial version www.pdffactory.com
  • 27. Selection & Contracting Timeframes l Timeframes for Selection and Contracting - Direct Selection: 7-14 Days - Selection from Shortlist: 5-7 weeks - Evaluation of Proposals: 4-6 months l May be longer if Client contracted 27PDF created with pdfFactory trial version www.pdffactory.com
  • 28. Selection methods for Bank and TC funded contracts in 2011* % of Total Contract Value TC funded contracts 20.62% Direct €99.04 16.08% selection 63.30% Selection from Bank funded 46.09% Shortlist contracts 50.59% €55.36 m 3.32% Evaluation of proposals 0% 20% 40% 60% 80% *Excluding contracts funded from public sector loan proceeds 28PDF created with pdfFactory trial version www.pdffactory.com
  • 29. Contracting 29PDF created with pdfFactory trial version www.pdffactory.com
  • 30. Contracting (Bank) l Standard contract for firms and individuals, Framework Agreements etc. l Bank only contracts on the basis of its own templates. l Some (but not much) room for negotiation on contractual matters. 30PDF created with pdfFactory trial version www.pdffactory.com
  • 31. Contracting (Client) l EBRD’s contract templates aim at a fair balance between interests of Client and consultant l Payment terms and advance are subject to negotiations and are tailored to each assignment l EBRD is providing advice on negotiations and is issuing final versions of contracts even if Client is contracting the consultant l Rule of Thumb: If assignment is for benefit of client, client will select and contract consultant 31PDF created with pdfFactory trial version www.pdffactory.com
  • 32. Contracting: When Client is Contracting Authority EBRD Approving Grant Agreement Payment Invoice CLIENT Invoice Consultancy Contract CONSULTANT 32PDF created with pdfFactory trial version www.pdffactory.com
  • 33. Any Questions? 33PDF created with pdfFactory trial version www.pdffactory.com

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