Winning Aid-Funded Business A training course delivered by Nigel Peters, Director of the UKTI Aid-Funded Business Service UKCDS & UUK London 5 November 2012 1 The Bureaucratic Bits •Where is the Project Information? •Registrations •Getting short-listed •Tendering 2 WBG & RDB’s General points Project Cycle is the same Loans not grants Borrowing Country will be your client and will procure to according to guidelines (main exception is ADB Technical Assistance which is procured by ADB) Websites will have a 3 year country lending plan (slightly different names for each Bank) Typically 2-3 project documents growing in information as the project develops (again slightly different names) Tender notices on their website 70:30 consultancy/goods for UK companies 70:30 technical/price matrix consultancy evaluation Registration: DACON useful but not obligatory for WBG & AfDB. ADB have their own system (CRS) 3 The Project Cycle 1. Identification 2. Preparation 6. Evaluation 3. Appraisal 5. Implementation 4. Negotiation 4 The Project Cycle & Procurement Typically 12-24 months duration Consultancy opportunities at all phases, but if getting in early (e.g. 1Identification/2- Preparation) beware exclusion re conflict of interest for the later stages where the larger opportunities will lie The key documents on the World Bank website are: 1. Country Partnership Strategy (CPS): a 3 year plan which will give you details on the sectors the WBG will prioritise and very useful background information on the country 2. Project Information Document (PID): the first time you will see detailed project information. Is this project for me? Start finding a local partner? 3. Project Appraisal Document (PAD): more detailed updated information 4. From PID onwards there will be an entry in the Monthly Operational Summary (MOS) 5. As the project proceeds to: 5-Implementation stage, there will be a General Procurement Notice (GPN) followed by Specific Procurement Notices (SPN) for Expressions of Interest (EOI), Prequalification (PQ) or invitations to bid (for goods). These are now advertised on the World Bank website as well as through composite subscription websites such as UN Development Business (www.devbusiness.com) and dgMarket (www.dgmarket.com) 5 The Project Cycle & Procurement Inter-American Development Bank Similar documents to World Bank but different terminology. All are on the IDB website: www.iadb.org – Country Operational Strategy (COS) – Project Profile – Monthly Operational Summary (MOS) – Procurement Plan – Proposal for Loan Agreement (PAL) – General Procurement Notice (GPN): ICB above $250,000 – Specific Procurement Notice (SPN) – No need for registration, DACON little used 6 The Project Cycle & Procurement Asian Development Bank: www.adb.org • Country Operations Business Plans (useful background for sector priorities etc) • Opportunities – Consulting Services – Browse by country – Select country, sector, size of project (background documents and procurement plan will be attached where available). Both proposed and approved projects can be searched. • For TA, e-sourcing allows electronic submission of technical & financial proposals • Register for email alerts of procurement opportunities: CSRN – Consultancy Services Recruitment Notices 7 The Project Cycle & Procurement 1 – Identification: short term consultancy (Bank) 2 – Preparation: short/medium term consultancy (Borrower) 3 – Appraisal: short term consultancy (Bank) 4 – Negotiation: n/a 5 – Implementation: Main consultancy, contracting and supply of goods (Borrower) technical assistance (ADB only, otherwise Borrower) 6 – Evaluation: short term consultancy (Bank) 8 How the World & Regional Development Banks work • Provides loans to Developing countries, therefore… REMEMBER – Beneficiary Government is the client, not the Bank itself The only exceptions are for some feasibility studies, project evaluation etc where the World Bank HQ in Washington DC will procure directly, for where a registration on DACON is recommended. Otherwise there is no registration system. However the ADB procures all technical assistance projects centrally for which it has its own registration system (CMS) 9 World Bank: Monthly Operational Summary 10 World Bank: Monthly Operational Summary Mozambique Water, Sanitation and Flood Protection (R) Water Services and Institutional Support (WASIS) Additional Financing: The objectives are to: (a)increase water service coverage in the cities of Beira, Nampula, Quelimane, and Pemba under the delegated management framework; (b)establish an institutional and regulatory framework for water supply in smaller cities and towns. Negotiations scheduled for 10 August 2010. Environmental Assessment Category B. Project: P120546. US$ 34.0/13.1 (IDA Credit/AUSL). Consultants will be required. Fundo de Investimento e Patrimonio do Abastecimento de Agua (FIPAG), Av. 25 de Setembro, 942, Maputo, Mozambique, Tel: (25-81) 420-470, Fax: (25-81) 498-881, Contact: Nelson Beete, Chairman 11 World Bank: Typical EOI advert INVITATION FOR EXPRESSION OF INTEREST Country - Pakistan Project - Water Sector Capacity Building and Advisory Services Project (WCAP) Agency - Project Management and Policy Implementation Unit (PMPIU) Title - Consulting Services for Feasibility Study of Underground Dams The Government of Pakistan has secured soft term loan (IDA Credit) of US $ 38.00 Million from the World Bank to fund 100% cost of the WCAP. The PMPIU at the Ministry of Water and Power is the principal implementing and coordinating agency whereas, Indus River System Authority, Water and Power Development Authority and Infrastructure Project Development Facility are the key implementing agencies of the WCAP. A part of the IDA credit has been earmarked for the procurement of consultancy services to identify potential sites for construction of underground dams of 0.15-0.20 MAF capacity and to undertake comprehensive feasibility study of two selected pilot projects. Interested consulting firms are required to submit their Expression of Interest giving general profile of the firm and information on relevant experience of work in and outside the country, relevant qualified and experienced personnel available for the assignment by January 06, 2010 to Project Director, WCAP/PMPIU on the under mentioned mailing address. A consulting firm will be selected in accordance with the procedures set out in the World Bank's Guidelines: Selection and Employment of Consultants by World Bank Borrowers, May 2004, revised October 2006, using the QCBS method. Firms who had forwarded EOIs in response to our earlier advertisement are required to apply afresh in view of revised scope of work and change in method of selection. Project Director WCAP/PMPIU Plot No. 6 (office of Chief Engineering Adviser) Sector G-5/1, Near Old MNA Hostel Islamabad Telephone: 92 51 9244604 Facsimile: 92 51 9244599 Email: [email protected] 12 WBG Suppliers FY2011 Country PR China South Africa India Brazil Spain Argentina United Kingdom Contract Values $m 3,079 ( 1,145 823 808 467 405 191 (1.4%) Note: prior review contracts only 13 IADB Turnkey Contracting 14 Asian Development Bank Consultancy in 2010 a) Loan Consultancy: $258m. Procured by recipient country b) Technical Assistance Programmes: $159m. Procured by ADB HQ, Manila. c) Staff Consultants: $33m. Procured by ADB HQ Manila, openly procured on website only since September 2010. d) Consultants must register on the ADB Consultants Management System (CMS). This replaces DACON for ADB only. Companies will need to register individuals as well when bidding. Basic registration has 15 minute cut-off. Once registered can complete EOI’s online. Full registration, 30 minute cut-off, if successful only. 15 Asian Development Bank Consultancy Summary • Tenders open to companies from ADB member countries only. Companies must also only employ nationals from member countries • ADB want more competition in the Pacific islands (will accept Caribbean experience), Afghanistan, Cambodia & Pakistan • Newly introduced Indefinate Delivery Contracts (similar to Framework Contracts) • Companies can also be awarded individual consultancies 16 ADB: Country Strategy Summary Pakistan: Future Directions ADB’s Country Partnership Strategy (CPS) for 2009–2013 has planned assistance of $4.4 billion during 2009–2011 and an annual average lending of almost $1.5 billion. The CPS provides the framework for ADB’s partnership priorities and the future direction of its assistance strategy in Pakistan. The CPS prioritizes the following four key focal areas for ADB’s development support to Pakistan. Reforms and investments in key infrastructure sectors include Support for power and energy, transport and the National Trade Corridor, and water resources. Planned assistance in these sectors will reduce the cost of doing business and strengthen the underlying competitiveness of the economy. Support for a new generation of reforms to catalyze structural Transformation of the economy through reducing distortions, accelerating market creation, and addressing governance and institutional bottlenecks. In parallel, policy and institutional reforms Would also target strengthening fiscal and financial management systems in the provinces, and a stronger enabling environment for private sector investments, including through public–private partnerships. Development of urban services through pivotal interventions In Pakistani cities and secondary towns to help unleash their economic potential while improving the quality of life of poor urban citizens. Effective implementation of projects and programs and capacity Building for greater aid effectiveness and sustainable development………………………………….. 17 ADB Email Alerts 18 ADB: Specific Procurement Notice (SPN) 19 African Development Bank HQ in Tunis, Tunisia (www.afdb.org) In 2011, Bank Group loan, grant, and other approvals totalled approx UA 5.72 billion. The UK, through DFID committed £567 million for 2011-2013 UK holds a 1.7% share in the Bank Working Languages are English and French All procurement notices posted on AfDB website in the Business Bulletin. Consultants: Register on AfDB DACON Database UKTI Liaison Officer, Alan Morrison, based at the British Embassy in Tunis 20 www.AfDB.org procurement page–email alerts 21 Procurement notices on the website 22 23 Quarterly MOS in the “Business Bulletin” on the website 24 Quarterly MOS in the “Business Bulletin” on the website 25 Caribbean Development Bank HQ in Barbados (www.caribank.org) In 2011 the CDB approved $165.0 million in loans, a decrease of 40% on the previous year reflecting concerns over regional debt levels Borrowing-member countries: Anguilla, Antiqua and Barbuda, The Bahamas, Barbados, Belize, British Virgin Islands, Cayman Islands, Dominica, Grenada, Guyana, Haiti, Jamaica, Montserrat, St. Kitts and Nevis, St. Lucia, St. Vincent and the Grenadines, Trinidad and Tobago and the Turks and Caicos Islands Consultants Register on CDB Website UKTI Liaison Officer, Hadford Howell, based at the British High Commission 26 Caribbean Development Bank First Project approved in 2011: St. Lucia Rehabilitation and Reconstruction Project Home / Projects & Programmes / Approved Projects / Reconstruction, St. Lucia Borrower: Government of St. Lucia Country: St. Lucia Executing Agency: Ministry of Communications, Works, Transport and Public Utilities Loan Amount: USD17.960 million Summary of Project Description: To assist the Government in recovering from the impact of Hurricane Tomas through the rehabilitation and reconstruction of critical infrastructure. Benefits: The main objective of the Project is to assist the Government of St. Lucia in recovering from the impact of Hurricane Tomas, whilst reducing risks associated with landslide and flood hazards. 27 Caribbean Development Bank Contract awards (inc. TA) to UK companies: No. Contracts 2009 5 2010 11 2011 5 3 Year % 21 4.7 Total No. Contracts 117 179 153 449 Value (US$) 1.6 13.0 1.6 16.2 Total value (US$) 33.1 61.4 53.2 147.7 11.0 28 Caribbean Development Bank Contracts are advertised as follows: Newspaper of wide circulation in country of recipient Development Business – www.devbusiness.com CDB website: www.caribank.org This is typical for most aid agencies Response time PQs/Bids for goods and works – generally not less than 6 weeks but may go up to 12 weeks depending on complexity Consultants – EOIs, 14 days minimum; Proposals – 4 weeks to 3 months depending on complexity 29 The World & Regional DB’s Summary Develop strategy (donors, countries of interest/sectors) – your local UKTI team can help Proactively identify suitable projects. Follow them through the project cycle. Subscribe to tender alert services directly from the bank websites and also consider composite sites such as UN Development Business/DG Market. UKTI Liaison officers can help with project tracking/obtaining documents. Make initial contact with client and task/project team leader (may be HQ or country based) Build the right team. Identify potential partners in country. UKTI developing country based teams can help. 30 UKTI Liaison Officers at the World & Regional DB’s World & Inter-American DB (Washington DC) Stuart Baird & Justin Kersey Asian DB (Manila) Fidel Ventura African DB (Tunis) Alan Morrison Caribbean DB (Barbados) Hadford Howell Stuart Baird in Washington provides a newsletter and targeted project information under the OMIS system, and all the others will help with ad hoc enquiries and advice. We also organise Missions to these cities on a regular basis. 31 EuropeAid HQ in Brussels, Missions Worldwide (http://ec.europa.eu/europeaid/index_en.htm) Procurement totaled almost €11 billion in 2011 and will increase to €13 billion by 2013 Approx 80/20 split between procurement of Services/Goods & Works UKTI Liaison team based at UKREP (i.e. the British Embassy to the EU) in Brussels can provide information on upcoming projects, project pipelines, assistance with finding consortium partners, help with bidding tactics and strategy, project/procurement design and management and assistance with dispute settlements 32 EuropeAid – work with us 33 Linked-In “EuropeAid Contracts Group”: join it! 34 Specific opportunities: Example Services (forecast) INDIVIDUAL SERVICE CONTRACT FORECAST Support to e-government (G2C) in the RF Russian Federation 1. Publication reference EuropeAid/126204/C/SER/RU 2. Procedure Restricted 3. Programme Tacis 4. Financing Tacis Russia Action Programme 2006 5. Contracting Authority The European Community, represented by the Commission of the European Communities, for and on behalf of the government of the Russian Federation. 6. Nature of contract Fee-based 7. Contract description The overall objective is to contribute to the creation of a common European and Russian Information Space and to contribute to the establishment of an EU-Russia Information Society dialogue. The specific objective of the project is, inter alia, to assist the Russian government in implementing the 'Conception of e-government in the Russian Federation until 2010'. This may include a. assistance to establish multi-functional centers to improve administrative efficiency. Delivery of state services to citizens and fulfillment of state functions electronically shall be prepared. b. assistance to optimize administrative procedures. Transparency and accountability of the public administration shall be improved by developing a clear legal basis underlying e-government and information policy. c. assistance to designing a unified strategy and IT-architecture for the introduction of e-government. 8. Indicative maximum budget EUR 2,000,000.00 9. Intended timing of publication January 2008 10. Additional information Not applicable 35 EuropeAid: Best Practice and Tips Before Participating • • • • • • • Talk to UKRep for advice at any stage. Monthly newsletter and tailored project information available through OMIS Monitor tender opportunities on EU websites Read the EU’s development strategies for individual countries Do desk research on procurement guidelines Get a feel of what the EU wants tenderers to deliver Explore the EU’s project delivery instruments (e.g.Logframes) Get an idea on who your competitors/consortium partners are – twice yearly seminars in Brussels organised by the Perm Reps include “speed dating” with consultants from across the EU. Pan-European consortia are favoured 36 EBRD International financial institution, promotes transition to market economies in 29 countries from central Europe to central Asia. In 2011 agreed to extend operations to the southern & eastern Mediterranean (initially Egypt, Morocco, Tunisia and Jordan) Capital base of €20 billion Remit to promote transition to market economies by investing mainly in the private sector, mobilise significant foreign direct investment, support privatisation, restructuring and better municipal services to improve people’s lives and encourage environmentally sound and sustainable development HQ in London. English is the working language. UKTI AFBS can give some commercial help via the UK Executive Directors Office 37 Consultants required to support the EBRD’s projects (loans or equity) EBRD Consultant support for Project Preparation Provides loan or equity to finance infrastructure, funding to Banks etc. (Project) Consultant support for Project Implementation To Clients (~80% Private and ~20% Public) 38 Consultancy services required for project preparation & implementation (examples) Project Preparation Market Demand Studies (various) Feasibility Study (sector engineers, environmental, financial, legal experts) Financial and Technical Due Diligence (various) Environmental Impact Assessment (environmental experts) Legal Due Diligence (legal experts) Project Implementation FOPIP - Financial and Operational Performance Improvement Programme (financial, management information system, corporate restructuring experts) Corporate Development Programme (financial, legal, management, IT, business planning experts) Project Implementation Unit (procurement assistance & supervision of works (procurement experts, engineers) Creditworthiness Enhancement Programme (financial, legal, sector regulation experts) Lender’s supervision (various) Overview of Selection Methods for Consultant Selection Direct Selection (below EUR 75,000) Select consultant Selection from Shortlist Proposals (EUR 75,000 – EUR 300,000) (EUR 300,000 and over) Calls for expressions of interest (not obligatory) Calls for expressions of interest Long list Long list Shortlist Shortlist Proposal Select consultant Select consultant Negotiations Negotiations Negotiations Contract Contract Contract 40 Contract Awards by EBRD and Clients to British Consultants in 2007-2011 Consultancy Contracts Awarded by EBRD Consultancy Contract Awards to British Consultants Value, € million Number Value, € % of Total Value Number 2011 169.49 2,797 48.27 28.48% 840 2010 175.00 2,820 44.54 25.45% 773 2009 137.17 2,821 39.52 28.81% 796 2008 120.22 2,434 36.17 30.09% 729 2007 136.18 2,377 55.18 40.52% 683 EBRD and British Consultants in 2011 • Wide range of expertise including information technology, financial, legal, integrity, engineering, environmental, procurement – across all sectors and countries of operations • €16.54 m out of €48.27 m of contract awards to British consultants were for the Bank’s institutional needs e.g. IT development and training (this amounts to 60% of the value of all EBRD contracts for institutional needs) • 75% of the Bank’s internal consultants engaged in 2011 (i.e. those required to work from the Bank’s Headquarters) were British 42 www.ebrd.com Projects Countries Sectors About us What we do Who we are Where we are Who we work with Working with us Project financing Procurement (see next!) Trade Loan syndications Advice and support Jobs at the EBRD Procurement Notices (see next slides!) ebrd.com procurement notices Search by sector Search by country Search by contract type - Consultancy Services - Corporate goods works and services - Project goods, works and services Search Results - Issue Date - Deadline - Country - Notice Title - Sector - Notice Type 44 Procurement Notice: ebrd.com Procurement Notice Sign-up for Email alerts! 45 Strategy for Getting Contracts Is your product or service needed? Where are the opportunities? Be focussed and selective - comparative advantage Monitor ‘Procurement Opportunities’ Subscribe to EBRD eSelection and Procurement Alerts Contact client agency Compete: adhere to tender; submit responsive tender Learn from experience Explore: subcontracting opportunities; joint venture opportunities; local investment 46 Untied Bilaterals Procurement: webnet.oecd.org/UntiedAidWeb 47 DFID UK Bilateral Aid to Developing Countries : www.dfid.gov.uk Review of aid policy, both multilateral and bilateral, March 2011 Goods bought by contracted Procurement Agents (Crown Agents, Charles Kendall, IPA) In 2010/11 spent £7.8billion (up to £10.6billion by 2014/5). A cumulative growth of 27% . Ring-fenced budget but because of slow-down in economy, 0.7% of GDP for aid target means cutting £1.1b from original targets Operational plans 2011-15 for all country programmes now on the website If you are considering an investment in a developing country and/or have an innovative product or service, talk to DFID’s Private Sector Department 48 DFID DFID Supplier Portal introduced early 2011 An electronic platform to hold registration details Enables e-tendering and e-procurement Electronic invoices Access the portal via the DFID website Tenders also published the Business Link website “Contract Finder” see; www.contractfinder.businesslink.gov.uk 49 DFID Projects Pipeline and Lists of Successful Contractors including Frameworks and PEAKS now searchable via link from DFID website to Contracts Finder Project Pipeline is updated every 6 months, currently 124 projects worth over £1billion Increased focus on fragile and conflict affected states leading to more importance on duty of care for contractors Move to “payment by results” leading to more output based ToR DFID funds the Humanitarian Innovation Fund to help suppliers of innovative products 50 www.ausaid.gov.au/consultnet ConsultNet ConsultNet is a free email alert keeping subscribers informed of the latest business news and events in Australia's aid program. Once subscribed, emails will be sent to you notifying you of important new business opportunities and changes to AusAID's business policies and procedures Subscribe To subscribe - enter your email address below and click send. A confirmation email will be sent to you advising that your subscription has been successful. If you do not receive this email within 24 hours of subscribing, please contact the Webmaster. 51 German Aid: www.GIZ.de Procurement GIZ involves suitable firms from the private sector of the economy when implementing commissions. It charges consultancy companies with the production of expert reports and implementation of complex consultancy projects. It awards orders to national and international suppliers for procuring technical equipment and materials. You will find further information on this and details of the procedures applied by GTZ for awarding appropriate contracts under Contract Award Procedure. Under Important Documents you will also find the general terms and conditions of business, the conditions for application, and other useful documents and information on preparing offers and accounting procedures. You will find information on public tenders in the service sector and other forthcoming invitations to tender with shortlists that have not yet been finalised under Tender Information (only available in German). If you have received a password from us within the scope of an on-going invitation to tender, you can also access the documents relevant to you via the Tender Information page (only available in German). Access to these documents is only possible for companies participating in the tender procedure. 52 WWW.MCC.gov: Becoming a one-stop-shop for bidders MCC is transforming its procurement website to better reach potential bidders http://www.mcc.gov/procurement/index.php 53 Tracking Projects: all Donors UN Development Business (UNDB) covers all development banks plus UN: www.devbusiness.com DG Market: www.dgmarket.com United Nations Global Marketplace (UNGM) UN only: www.ungm.org DEVEX: all projects plus good daily news letter www.devex.com 54 UN Development Business Procurement Notice 55 56 Devex.Com Newsletter(free) 57 Devex.Com: Free Daily tender alerts 58 Devex.Com: Short-list and contract awards (free) 59 UKTI has partnered with Devex to help firms track tenders from over 250 donor agencies around the world. Through this partnership, you can take advantage of a 40% discount, lowering the rate to join the already1,000 member organizations for only 600 USD per year. To learn more about the Tender Tracking Account, please visit: www.devex.com/en/tender-tracking If you would like to join, please contact: Erin Houston Senior Associate, Devex [email protected] +1.202.746.8445 60 E-Consultancy Ability to register & maintain your own personalised account Subscribe for electronic notification about new opportunities by industry sector and area of expertise Submit expressions of interest & proposals online Now operated by EBRD, World Bank, ADB, DFID to name but a few 61 Strategy for Getting Contracts Is your product or service needed? Where are the opportunities? Be focussed and selective - comparative advantage Consider marketing yourself to existing contractors as a subcontractor to get started Monitor ‘Procurement Opportunities’ Subscribe to eSelection if available and Procurement Alerts Contact client agency if tender rules allow Compete: adhere to tender; submit responsive tender Learn from experience Explore: subcontracting opportunities; joint venture opportunities; local investment At each stage UKTI, either through your local region, the AFBS nationally or our Liaison Officers can help you! 62 Some lessons from a company looking at AFB for the first time... This UK company works in the transportation sector First steps....(took 3 months) • Started with blank sheet of paper • Identified 7 key ‘targets’; World Bank, EU, UN, Bilateral agencies, MDB’s, NGO’s, Global Fund • Spoke to UKTI Liaison Officer’s to get a ‘feel’ for opportunity • Key was to FOCUS - homed in on UN (2009 Statistical Yearbook) • Commissioned OMIS’s from UKTI Liaison officers based in New York, Geneva, Copenhagen, Vienna (and Budapest) 63 The value of the OMIS’s ..... Liaison Officer’s targeted relevant agencies Arranged specific visit programme Organised relevant, senior level meetings Helped establish direct relationships with UN Enabled rapid answers to – Is there an opportunity for our product? – If so, what do we need to do to access it? • Distinguished theoretical from practical opportunities • • • • • 64 More research ... the Eureka moment! Registered with UNGM (selected agencies) with specific UNCCS codes and subscribed to a tender alert service ($500), but still a difficulty in identifying tenders in the subsector this company specialises in, so... Visited UNPD in New York (EMRS) Discovered global peacekeeping operations (pko’s) issued separate tenders; one for goods another for shipment Focussed almost exclusively on pko’s Needed separate registration to get on ‘local vendor roster’ (nb 3 registrations in total!!) Cracked it – tender opportunities arrived!! The company has now won over $4m worth of business in the last 18 months 65
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