Consultant Opportunities with the EBRD Ms Dilek Macit Director Consultancy and Corporate Procurement Department Mr Andrea Baldan Head of Operations Consultancy Services Unit Trieste (I), Wednesday 26 th September, 2012
6 things you need to know… … in order to be successful in providing consultancy services to the EBRD 5 “W”s 1. “Why” does EBRD need consultancy services 2. “Where” does EBRD operate and are services needed 3. “When” are consultancy services needed 4. “What” kind of consultancy services are needed 5. “Who” are the key players in EBRD and their roles (and “ whom ” are you offering your services to) …and 1 “H” 1. “How” does EBRD select consultants (incl eSelection)
1. why?
Bank’s operations EBRD finances projects in both private and public sector , providing direct funding for financial institutions, infrastructure and other key sectors. The Bank’s investments also help to develop skills, improve efficiency and strengthen institutions . Within this framework consultancy services are provided to support the Bank’s operations and projects.
Value of Contract Awards in 2007-2011 EBRD € million consultancy € million awarded to Italian contracts awarded consultants 200 20 150 15 100 10 50 5 0 0 2007 2008 2009 2010 2011 2007 2008 2009 2010 2011
“why” should you be interested EBRD total € € million to EBRD total Number to million % to Italian Year Italian number of Italian consultancy consultants consultants contracts consultants contracts 2007 136 4 3% 2,377 165 2008 120 5 4% 2,434 206 2009 137 6 4% 2,821 177 2010 175 5 2% 2,820 191 2011 169 16 10% 2,797 166
2. where?
Where we operate May 2012 more than half bankers based in the regions
“ where ”: Contracts Awarded per Country (share of value) in 2011 Serbia** Mongolia Moldova Kazakhstan 3% 3% 3% 5% Poland Bosnia and Georgia 3% Herzegovina 4% 3% Kyrgyz Republic Romania 2% 6% FYR Macedonia Turkey 2% 6% Other Ukraine 13% 10% Regional* Russian Federation 10% 17% United Kingdom 10%
3. when?
“ when ”: Consultancy Services and project cycle Final repayment Initiation Final maturity Concept clearance [Sale of equity] Concept/ structure review Project Preparation Consultancy Final review Repayments Services Board approval Disbursements Publication of Project Summary Document Project Implementation Publication of Board Signing Consultancy Services approved Projects
4. what?
“ what ”: type of Consultancy Services To assist the Bank’s Clients with: Project Preparation e.g. feasibility studies, project design, environmental impact assessment Project Implementation: • capacity building, institutional development, eg. project implementation units – role of a partner • project supervision: Independent Engineer – very clearly defined contractual role To assist the Bank with: due diligence (technical, financial, environmental, integrity etc) project monitoring, lenders technical supervisor Policy dialogue / legal reform
“ what ”: funding sources available to Italian Consultants Technical Co-operation Funds from: • Italian Technical Cooperation Fund (tied) • Shareholders’ Special Fund established with the Bank’s net income, operational since July 2008 • Other untied Donor funds (e.g. Japan, Sweden, Norway, Multi Donor Fund for Early Transition Countries, European Union), Western Balkans Fund Bank Administrative Budget Loan Proceeds
Contract Awards by Funding type
“ what ”: Technical Co-operation Focus on: • Initiatives to address economic crisis • e.g. FI Institution Building and Targeted Crisis Response Framework Facilities, Trade Facilitation Programme Crisis Response Training programmes, Risk Management Advice • Sustainable energy financing facilities incl. renewable energy and climate change • Infrastructure including Municipal and Environmental Infrastructure & Transport and PPP’s • Support institution building and training • e.g. Turnaround Management Programme (TAM), Business Advisory Services (BAS), TAM/BAS Crisis Response Programme, Legal Transition Programme (LTP); Policy Dialogue
“ what ”: an example of Municipal and Environmental Infrastructure (MEI) Sector The MEI sector covers: • direct revenue earning services • water supply, waste-water collection and treatment, solid waste management, district heating, natural gas distribution and urban public transport • Infrastructure • urban roads, environmental clean-up operations • Environmental services, such as industrial and hazardous waste management, that may be organised nationally or outside local government responsibility.
“ what ” MEI Standard Consultancy Assignments and Types of Specialists 1. Financial Audit (auditors) 2. Feasibility Study (sector engineers, environmental, financial, legal experts) 3. Environmental Impact Assessment (environmental experts) 4. Financial and Operational Performance Improvement Programme (FOPIP) - (financial, management information system, corporate restructuring experts) 5. Legal Due Diligence - (legal experts)
“ what ” MEI Standard Consultancy Assignments and Types of Specialists 6. Financial Due Diligence (financial experts) 7. Corporate Development Programme (financial, legal, management information system and IT, business planning experts) 8. Project Implementation Unit; Procurement Assistance (procurement experts) 9. Creditworthiness Enhancement Programme (financial, legal, sector regulation experts) 10. Public Service Contract (legal, corporate, financial experts)
5. who?
“who”: www.ebrd.com • Projects • Countries • Sectors About us Working with us • What we do • Project financing • Who we are • Procurement (see next!) • Where we are • Trade Loan syndications • Who we work with • Advice and support • (…) • Jobs at the EBRD Procurement Notices (see next slides!)
“who”: procurement in ebrd.com Consultancy Services - Consultant opportunities (procurement notices) - eSelection -Data & reports
“ who ”: Consultancy Services Unit (CSU) technical advice and operational support to the Bank and its Clients when selecting and engaging consultants. responsible for compliance with the Bank’s Procurement Policies and Rules with donors’ rules. chairs evaluation Committee’s for selecting consultants (Bank selected) and approves evaluation recommendations (Client selected) with a supervisory and procedural role
“ who ”: Banking department Banking carries out EBRD’s lending and investment operations; consultancy services are used to support these operations When consultancy services are for the benefit of the Bank, Banking members are key players in project preparation, consultants selection manage the consultants during delivery of the services
“ who ”: the Client’s role select consultants where the Client is the main beneficiary of the services (mostly project implementation) responsible for all aspects of the procurement of contracts: • invites, receives, evaluates tenders, awards contracts • consultancy contracts between the client and the consultant. EBRD channels TC funds through a grant agreement with the Client. The Bank reviews and monitors the tender process, assists in contract administration, pays consultants once Client approves invoices.
“ who ”: the contracting structure EBRD Approving Grant Agreement Payment Invoice CLIENT Consultancy Contract Invoice CONSULTANT
Italian Consultants: Lesson learned Audentes Fortuna iuvat but give Fortuna a little help: participate to EBRD opportunities!
how?
“How” • How does EBRD or its Clients select consultants? • Strategy for winning contracts • (eSelection for Consultants)
Procurement Policies and Rules (PP&R) • Revised Procurement Policies & Rules (PP&R) May 2010 • fundamental principles of non-discrimination, fairness and transparency • Harmonisation with other International Finance Institutions (IFIs) • New thresholds for consultant selection procedures
Procurement Policies and Rules (PP&R) Section 5.1 of Bank’s PP&R: “The main concern when choosing consultants should be the quality of the services provided.”
Main Selection Methods (1) QUALITY-BASED SELECTION: No consideration of price during selection, highest- ranked Consultant is invited to negotiate the contract, generally for (i) very complex assignments which can be carried out in substantially different ways and cost proposals may not be comparable (ii) assignments with large downstream impacts (iii) contracts below EUR 300,000
Main Selection Methods (2) QUALITY- AND COST-BASED SELECTION: Selection based on quality (approx. 80%) and price (approx. 20%), for (i) standard assignments (ii) scope of services are well defined and parties can estimate with reasonable precision the required input, staff time, duration etc. (iii) contracts above EUR 300,000 if standard and not complex
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