Dilek Macit

1
Business Briefing on Opportunities for Icelandic
Consultants at EBRD

• Dilek Macit
• Director
• Consultancy and Corporate Procurement Department
• September 2009

2
Introduction

• The presentation will cover
• Consultants Opportunities
• How EBRD Selects Consultants
• Strategy for Winning Contracts
• eSelection for Consultants

3
Factors and Influences for the Engagement of
Consultants
EXTERNAL FACTORS

• EBRDs PPR
• Local regulations
• Industry practices

• Market conditions
• Local commercial practices
• Ethics and corruption

PROJECT
INTERNAL FACTORS

• Objectives
• Requirements

• Characteristics
• In-house capability

4
The Importance and Necessity of the Consultancy
Services

• Assist the Banks client with
• Project Preparation eg. feasibility studies,
  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

5
The Importance and Necessity of the Consultancy
Services ...contd

• Assist the Bank with
• due diligence
• project monitoring, lenders technical supervisor

6
Funding Sources Available to Icelandic Consultants

• Loan Proceeds
• Bank Budget
• Technical Co-operation Funds from
• Icelandic Technical Assistance Cooperation Fund
  (focus on energy, environment and food
  processing)
• Shareholders Special Fund established with the
  Banks net income, operational since July 2008
• Other untied Donor funds (e.g. Sweden, Norway,
  Multi Donor Fund for Early Transition Countries,
  Western Balkans Fund, European Union)

7
Financing of Consultancy Assignments
8
Value and Number of Consultancy Contracts by EBRD
Department/Team in 2008
Value of Contracts
9
Technical Co-operation

• Focus on
• Initiatives to address economic crisis in the
  EBRDs countries of operations, 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
• Infrastructure including Municipal and
  Environmental Infrastructure, PPPs
• Support institution building and training - e.g.
  Turnaround Management Programme (TAM), Business
  Advisory Services (BAS), TAM/BAS Crisis Response
  Programme, Legal Transition Programme (LTP)

10
Selection of Consultants
11
Procurement Policies and Rules (1)

• Revised Policies Rules were adopted by the
  Board of Directors on 6 May 2009
• Accessible at www.ebrd.com/about/policies/procure/
  index.htm
• Based on fundamental principles of
  non-discrimination, fairness and transparency
• Detailed rules for public sector operations
• Open tendering the norm for goods and works
• Private sector operations
• Normal commercial practices acceptable to the
  Bank
• Consultant Services
• Quality paramount
• Adjustment to thresholds for consultant selection
  procedures

12
Procurement Policies and Rules (2)

• Key revisions to the PPR adopted by the Board of
  Directors on 6 May 2009 followed a public
  consultation process and included
• Adjustments to further strengthen transparency,
  reporting and accountability
• Reflect the Banks policy in other areas
  (PPP/Concession and Environmental and Social
  Policy, Enforcement of Prohibitive Practices
  Policy)
• Adjustments to reflect local requirements (local
  law) to enable the Bank to continue to work in
  the sub-Sovereign environment, i.e. local
  language, currency and tax
• Modernise to reflect new technologies and updates
  to account for experience gained by the Bank
• Benchmarked with other institutions and
  harmonisation with IFIs

13
Overview of Procedures for Consultant Selection
14
Consultant Selection Methods

• Consultant Selection
• Quality Based Selection (QBS)
• Most important criteria technical qualification /
  relevant experience
• Price as a factor
• 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 (similar to the
  EU)

15
Selection methods for Bank and TC funded
contracts in 2008
of Total Contract Value
TC funded contracts 65.91m
Bank funded contracts 41.38 m
Excluding contracts funded from public sector
loan proceeds
16
Value and Number of Contracts Awarded in 2008 by
Consultants Nationality
million
729
94
134
43
490
944
Number of contracts Local Consultants from
EBRDs Countries of Operation excluding Russia
17
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

18
www.ebrd.com
19
www.ebrd.com/procurement/opportunities

• EBRDs new projects
• Project Pipeline and executing agencies
• Lists the latest public and private sector
  projects approved by the EBRD
• Procurement notices
• Consultancy contract awards
• Major contracts that were awarded in operations
  financed by the EBRD

(These pages are regularly updated)
20
Opportunities for consultants

• Office of General Counsel
• outsourcing of legal work
• Procurement Opportunities
• over 800 consultants working on the Banks
  projects at any given time
• Project Evaluation Department
• consultants for evaluation of completed projects
  - lessons learnt
• Nuclear Safety Department
• specialists for project preparation, procurement
  and specific task for project implementation i.e.
  Chernobyl Shelter Fund

21
Banking business groups
Energy Efficiency Climate Change
Central Europe, Turkey, Western Balkans,
Telecoms, Informatics Media
Energy and Natural Resources
Monitoring
Infrastructure
Russia, Agribusiness and Property Tourism
Financial Institutions
South Eastern Europe, Central Asia and the
Caucasus
22
How to contact us

• Project enquiries (existing EBRD projects only)
  Tel [phone] / fax [phone]
  7380
• Business Development and project proposals
  
  Tel [phone] / fax 44
  (0)20 7338 7380
• General enquiriesTel 44 (0)20 7338 6372 / fax
  44 (0)20 7338 6690
• Procurement opportunities via web site
  www.ebrd.com
• PublicationsTel 44 (0)20 7338 7553 / fax 44
  (0)20 7338 6102
• Consultancy Services UnitTel 44 (0)20 7338
  6863 / fax[phone]
• eSelection Tel [phone] Fax 44
  (0)20 7338 7451

23
eSelection for Consultants
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Benefits of eSelection for Consultants

• Allows the Electronic expressions of interest and
  submission of proposals (including financial
  proposals) by consultants.
• Creates an online workspace where the Consultant
  can search for opportunities.
• Consultant can view the status of, and manage
  participation in, their selection processes.

25
How to access eSelection
http//www.ebrd.com/oppor/procure/opps/index.htm
26
Login Page
Register here
Sends email with link to reset password
Click here to view procurement notices
Send a query or request assistance
27
Registration

• Select Individual Account only if you are an
  individual expert looking for assignments for
  yourself (NB Form requires expert details)
• Individuals cannot apply for assignments
  requiring Firms (Corporate Services)
• Select Corporate Services (Firms) Account if you
  are looking for assignments on behalf of your
  firm / organisation
• For Corporate Services accounts, consider using a
  general e-mail account (e.g. info_at_company.com),
  to avoid complications when staff members change.

28
Registration Corporate Services (Firms)
Select account type
Enter your details as a representative of the
firm /organisation
29
Managing Your Account

• It is Consultants obligation to maintain their
  information and monitor the site.
• Bank is not changing its practices in how
  Consultants are selected

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Summary Page
Current Project Status
Submission Deadlines
List of Active Projects
Tasks to be completed
31
Subscription
Subscribe to Industry Sectors here
Subscription criteria set here
Subscribe to Sectors of Expertise here
32
Using eSelection to express interest and manage
the drafting and submission of a proposal
33
Expressing Interest (1)
Basic project information
Click to view procurement notice as available in
eSelection
34
Expressing Interest (2)
Guidance information displayed here
Access screen to upload documents
35
Expressing Interest (3)
Click button and browse to upload documents
Submit Expression of Interest by clicking this
button
Add Associated Firms
36
Accessing Request for Proposal (1)
Access screen with Request for Proposal documents
to confirm participation.
37
Confirming Intention to Participate
Confirm participation by clicking here.
38
Accessing Request for Proposal (2)
Access page to submit Requests for
Clarifications, upload submit Proposals.
39
Drafting Proposals (1)
Section 1 Request for Proposals package
documents.
40
Drafting Proposals (2) Request for
Clarifications
Section 2 Requests for Clarifications based on
Request for Proposal package documents.
41
Proposals Uploading Submission
Section 3 Click button and browse to upload
Technical Financial proposal documents.
Submit Proposal by clicking this button
Enter Total Proposal Price by clicking here
Add Key Expert names for evaluation by clicking
here
42
Managing Selection Team (1)
Add Selection Team Members here. This enables
colleagues or project team members from
associated firms to use eSelection as a workspace
for project submissions.
43
Managing Selection Team (2)
Add Selection Team Members by clicking here.
Various levels of access can be granted.
To change the primary contact for a project 1.
Add as a team member 2. Highlight name click
on this button.
44
eSelection Contacts

• Tom Gale
• Tel [phone] / fax [phone]
  7451
• Tom Husband
  
• Tel [phone] / fax [phone]
  7451
• Contact us
• Technical assistance is available via
  eselection_at_ebrd.com

45
Questions?