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IDB engagement with civil society, foundations and philanthropic institutions

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Title: IDB engagement with civil society, foundations and philanthropic institutions


1
IDB engagement with civil society, foundations
and philanthropic institutions
Luis Alberto Fierro Resource Mobilization Lead
Specialist IDB Office in Europe Como,
Italy November 2010
2
Agenda
  • Overview of the IDB
  • IDB Capital increase
  • IDB Realignment
  • Reconstruction in Haiti
  • Partnerships with the Private Sector
  • As a client Diversified menu of financial and
    non-financial services
  • As a partner Active stakeholder and essential
    source of experience and know-how
  • As consultant/provider of services Contract
    opportunities within projects financed by the IDB
    Group
  • Partnerships with Civil Society

3
  • Overview of the IDB

4
Who we are
  • The IDB is the oldest and largest of the regional
    multilateral development banks.
  • Main source of multilateral financing and
    expertise for sustainable economic, social and
    institutional development in Latin America and
    the Caribbean.
  • Provides solutions to development challenges by
    partnering with client governments, companies and
    civil society organizations.
  • The IDB produces financial and non-financial
    products for the region as well as funding
    research institutes, through three mechanismsthe
    Bank itself (IDB) the Inter-American Investment
    Corporation (IIC) and the Multilateral Investment
    Fund (MIF).

02/05/10
5
How we do it
IDB Group Operations
  • Public sector loans with sovereign guarantee
    investment, policy-based and emergency loans
    grants www.iadb.org.
  • Private sector loans and guarantees through the
    Structured and Corporate Finance Dept., primarily
    for infrastructure and capital markets projects
    www.iadb.org/scf.
  • Expanded mandate loans to sub national entities
    without sovereign guarantee.
  • Inter-American Investment Corporation (IIC) SME
    loans lt 10 million www.iic.int. The IIC also
    provides funding to financial institutions that
    serve the small and medium-size corporate market.
  • Finpyme Program SME business diagnostic review
    services in Central America and the Caribbean.
  • Multilateral Investment Fund (MIF) grants for
    microfinance, training, business regulation and
    deregulation loans and equity funds. Main
    areas Innovation and Knowledge Management
    Business development Access to Finance Social
    Entrepreneurship and Development Effectiveness
  • Remittances. www.iadb.org/mif.

02/05/10
6
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7
Voting Power / Capital Subscription
Canada
United States
Europe and Israel
4
30
11
5
Latin America the Caribbean
Japan, China Rep. of Korea
50
02/05/10
8
European contributions to IDB
  • The European member countries have much to offer
    to Latin America and the Caribbean, including
    their valuable human capital, and world-class
    technological innovations.
  • Some areas in which European nations provide
    leadership are economic, social and environmental
    policies and programs.
  • These contributions can be expressed through
    their people, and through the permanent policy
    dialogue held between representatives of the
    public and private sectors with the IDB Group.
  • There are about 180 European staff members, which
    is approximately 10 of the total staff. There
    are also secondments from European nations and
    institutions, in areas such as sustainable
    energy, climate change, gender, etc.).
  • In addition to their participation in the
    Ordinary Capital ,the Fund for Special
    Operations, the Inter-American Investment
    Corporation, and the Multilateral Investment Fund
    (MIF), European member countries have also
    contributed to single-donor and multi-donor trust
    funds.

02/05/10
9
European contributions to IDB
  • European multilateral and bilateral financial
    institutions also provide co-finance for IDB
    loans and non-reimbursable grants.
  • Some European cofinance partners include the
    European Investment Bank (EIB), the Nordic
    Investment Bank (NIB), the German development
    bank (KfW), the French development agency (AFD),
    the Spanish development agency (AECID), the
    Austrian Development Bank, other members of the
    European Development Finance Institutions (EDFI),
    and other multilateral and bilateral development
    institutions.
  • The IDB is participating in the Latin American
    Investment Facility (LAIF) of the European Union,
    which provides incentives for cofinance between
    European and Latin American Financial
    institutions.
  • The IDB is participating in the funding from the
    Global Environment Facility (GEF), the Climate
    Investment Funds (CIF), and other global funds.
  • 13 countries in Latin America and the Caribbean
    are members of the International Renewable Energy
    Agency, established in Bonn.

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10
Impact of the financial crisis
  • Increasing financial needs from beneficiaries
    countries
  • Yearly average of approvals 1999-2008US 6,7
    billion
  • Approvals 2009 US 15,5 billion andUS 480
    million in non-reimbursable technical assistance

11
Bank's capital increase
  • Cancun Declaration March 2010
  • Agreement on a US70 billion increase in the
    Ordinary Capital, providing a lending capacity of
    up to US 12 billion a year,
  • Agenda for a Better Bank
  • Ensuring Development Impact
  • Use of the highest standards of transparency
  • Social and Environmental Safeguards
  • Financial and Risk Management

12
A successful realignment launched in 2007
  • Decentralized organization, with a greater number
    of staff and decision-makers in Country Offices.
  • In 2015, we expect to have transferred 50 of the
    operational capacity in Country Offices.
  • Loans approval timing has almost halved (from 12
    to 7 months).
  • New measure to increase development effectiveness
    and reduce risks
  • Clients with increasing importance local
    governments and private sector

13
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14
  • Partnership with the Private Sector

15
IDB Strategy
  • Countercyclical role
  • Setting the foundations of long term development
    by partnering with the private sector
  • 5 sector pillars

Highest priority
  • financial and advisory support for private and
    sub-national clients

16
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17
The IDB can provide unique advantages
18
Working with the IDB as a source of finance is
similar to working with any bank
  • Sponsor Identify and reach out to the
    appropriate window/contact at the IDB Group
    (please note project has to be located in Latin
    America and the Caribbean).
  • Sponsor Provide preliminary information to the
    IDB
  • Brief project description
  • Viable Business and Financial Plan (project cost
    debt equity)
  • Company information (nationality track record,
    financial statements)
  • Appropriate studies (design feasibility
    environmental and social impact assessments, etc)
  • 3. Bank Reviews info

19
Working with the IDB as a source of finance is
similar to working with any bank
  • Sponsor/Bank negotiate mandate letter (formal
    agreement with the sponsor to conduct due
    diligence).
  • Bank conducts due diligence with the support of
    specialized consultants.
  • Bank and Sponsor agreement on the term sheet
    (loan conditions suggested by the IDB).
  • Bank and Sponsor internal approval by the Bank,
    financial closing and disbursement.

Approximate time 3 to 8 months, depending on the
project
20
As a Partner Our Priorities
  • Forge new strategic partnerships with corporate
    and family foundations, civil society, individual
    philanthropists, NGOs, and all other potential
    private sector partners.
  • Connect interested donors with IDB projects and
    programs as potential financial and non-financial
    contributors.
  • Harness the private sectors innovation,
    entrepreneurship, creativity, determination, and
    management skills to achieve developmental goals.
  • Facilitate and advance the culture of social
    investment philanthropy in LAC, playing a key
    public advocacy and convening role for the
    subject.
  • Promote contributions to multi-donor trust funds
    in strategic areas (e.g. climate change,
    renewable energy, knowledge economy, water and
    sanitation, natural disaster prevention, etc.)

21
Multi-Donor Trust Funds at the IDB
  • Aid for Trade Fund
  • Anti-Corruption Trust Fund
  • AquaFund (water and sanitation)
  • Disaster Prevention Fund
  • Food Crisis Response Strategic Thematic Fund
  • Gender and Diversity Fund
  • Knowledge Economy Fund
  • Institutional Capacity Strengthening Fund
  • Market Solutions to Mobilize Social Change Fund
  • Sustainable Energy and Climate Change Multi-donor
    Fund

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22
European contributions to Trust Funds
  • Multi-donor Trust Funds
  • Aid for Trade (Switzerland, UK)
  • Anticorruption Fund (Norway)
  • Aquafund (Austria)
  • Disaster Prevention Fund (Spain)
  • Gender and Diversity (Austria, Norway, UK)
  • Knowledge Economy (Finland, Spain)
  • Market Solutions to Mobilize Social Change
    (Austria)
  • Mesoamerican Health (Spain)
  • Sust. Energy Climate Change (Germany, Italy,
    Spain, UK)
  • Single-donor trust funds
  • Danish Trust Fund for Consulting
  • Finnish Technical Assistance Fund
  • French Technical Cooperation Fund
  • Italian Consulting Firms Trust Fund
  • Italian Fund for MIF Project Preparation
  • Italian F. Microenterprise Development
  • Italian Fund for Inf. Comm. Tech.
  • Italian Fund for Reg. Competitiveness
  • Norwegian Consulting Services
  • Portuguese Technical Cooperation Fund
  • Spanish Fund for Water and Sanitation
  • Span. Social Entrepreneurship Program
  • Spanish General Cooperation Fund
  • Swedish Fund for Consulting Services
  • Swiss Fund for Consulting Services
  • UK Markets and Governance for Poverty Reduction
    Fund

2222
23
  • Partnership with Civil Society

24
We partner with
  • Public sector strategic bilateral donor
    partnerships which bring new and innovative donor
    development models to the region.
  • Private sector foundations Forge new strategic
    partnerships with corporate and family
    foundations to advance development in the region.
  • Private sector corporations Advance corporate
    social responsibility in LAC, playing a key
    public advocacy and convening role making CSR
    more strategic.
  • Civil Society Organizations on consultations of
    key strategies and policies, and delivery of
    services.

25
Our Strategic Initiatives
Sustainable Energy Climate Change 4 pillars (i) renewable energy, (ii) biofuel development, (iii) access to carbon finance, and (iv) adaptation to climate change.
Water and Sanitation Initiative 4 goals (i) 100 cities (ii) 3,000 rural communities, (iii) water defenders, and (iv) efficient and transparent utilities
Opportunities for the Majority Innovative business solutions to raise the standard of living of the regions low income citizens
Education 3 priorities (i) early childhood development, (ii) quality of education, and (iii) school-to-work transition
We seek togt Leverage human and financial
resources from the IDB with resources and
activities run by private businesses,
philanthropists, foundations, NGOs to support our
strategic initiatives.
26
Challenges and Opportunities in Haiti
  • Haiti debt totally cancelled (US479 million)
    with a replenishment of the concessional Fund for
    Special Operations (FSO)
  • US200 million in grants for Haiti each year from
    2010 till 2020 (totalling US2 billion to be
    granted)
  • Grants and Bilateral/Multilateral Financing as an
    incentive for private sector investment

27
Other Priority areas
  • Gender and Diversity fight discrimination and
    social exclusion due to racial and ethnic origin,
    HIV status, gender, and mental and physical
    disabilities.
  • Natural Disaster Insurance Facility for Central
    America an adaptation solution to climate change
    that is rapidly gaining the support of countries
    and international donors by transferring risk to
    the global capital markets.
  • Aid for Trade important complement to a
    trade-lead development strategy, and is being
    established in the context of the Global Aid for
    Trade Initiative.
  • Food Crisis Response Fund short term food-crisis
    alleviation and longer-term actions that increase
    agricultural and agro-industrial.
  • Neglected Tropical Diseases (NTDs) eliminate
    NTDs in the region through both health and water
    sanitation interventions.

28
Corporate Partnerships
Lines of business
  • Thematic Partnerships
  • Partner to create CSR/CS initiatives and cause
    related marketing campaigns on regional and
    national levels across Latin America.
  • Engage in flexible and multi faceted partnerships
    and collaborations in strategic fields
  • Provide solutions for Corporate Philanthropy
  • Cofinancing
  • Mobilize new resources to complement IDBs
    lending operations in order to capture the
    regions broad horizon of economic opportunities.

29
Corporate Partnerships IDBs Strengths
  • Strong knowledge of the region
  • Strong presence in the region
  • Largest Multilateral Organization in the region
  • 50 years of existence
  • Uniquely positioned to be a focal point for
    international partnerships focused on Latin
    America
  • Allows corporate partners to maximize the
    efficiency and impact of CSR/CS initiatives on a
    national or regional level
  • Single Window for Co lending opportunities with
    and without sovereign guarantee across Latin
    America

30
Some of our Partners
31
A few Public Sector Partnerships in Europe
  • Memorandums of Understanding in Europe
  • 2007
  • European Commission
  • 2008
  • UNESCO
  • AFD (French Development Agency)
  • City of Milan
  • 2009
  • European Investment Bank (amendment)
  • 2010
  • OECD

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32
A few Private Sector Partnerships
  • Memorandums of Understanding in Europe
  • 2009
  • CEOE (Spanish Confederation of Employers'
    Organizations )
  • CEPES (Spanish Business Confederation of Social
    Economy )
  • BBVA (Spanish bank)
  • 2010
  • SACE SpA (Italian export guarantee company)
  • Fundación Atlético de Madrid (soccer club)
  • PromoMadrid (Madrid promotion entity)

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33
Mesoamerican Health Initiative
  • An interesting example of public-private-multilate
    ral partnership is the Mesoamerican Health
    Initiative.
  • This brings together grants of 50 million each
    from the Bill and Melinda Gates Foundation, the
    Carlos Slim Foundation of Mexico, and the Spanish
    Government, and will be managed by the IDB.
  • It seeks to provide donations to close the gap in
    health equity in Mesoamerica for those in the
    lowest income quintile. This will be achieved
    through an expansion in the coverage and
    utilization of reproductive, maternal, neonatal
    and child basic health services for women and
    children under 5 in the lowest income quintile.

02/05/10
34
Resource Mobilization in Europe
  • A total resource mobilization of US 1,355
    million was achieved in 2009 from European-based
    bilateral and multilateral institutions. This
    includes contributions to trust funds and
    co-financing.
  • The Government of Spain channeled resources of
    its Water and Sanitation Fund through the IDB.
  • The European member countries supported the IDB
    capital increase (from US 101 to 171 billion),
    as well as the replenishment of the Fund for
    Special Operations, and the grant facility for
    Haiti.
  • Project cofinance is being strengthened within
    the context of the Latin American Investment
    Facility (LAIF) of the European Commission, where
    the IDB partners with European financial
    institutions (AECID, AFD, EIB, KfW, Nordic
    Investment Bank, OeEB, SIMEST, and SOFID).

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35
Consultation and Participation of Civil Society
  • The IDB considers civil society organizations
    (CSOs) to be key actors in the development of the
    countries in the region.
  • The IDB Group works with these organizations at
    several levels.
  • At the operational level, the IDB and its
    borrowers consult with CSOs and affected
    populations during the project preparation and
    implementation stages.
  • CSOs may also be eligible to receive financing
    from the Bank.
  • At the policy level, different NGOs and interest
    groups reviews drafts of strategy and policy
    documents and submit comments
  • Civil Society Consulting Groups have been
    established in all 26 borrowing member countries.

02/05/10
36
  • Procurement Opportunities

37
As consultant/provider of services Why
Procurement is important?
  • Foreign government procurement markets are worth
    hundreds of billions of dollars annually offer
    important potential opportunities for IDB member
    country exporters and consultants.
  • Procurement on IDB-funded projects in 2009
    1,908 contracts for a total value of US 3,2
    billion
  • An international reference

38
Project Cycle and Procurement Process
Programming
Identification
Execution and Supervision
Preparation
Analysis
Approval
Project Report
Project Concept Document
Procurement Process
PROCUREMENT ARRANGEMENTS AND PROCUREMENT PLAN
PROJECT OUTLINE
4-8 Years
6 Months
39
Procurement - Who are your counterparts?
  • Procurement contracts with Executing Agencies in
    projects financed by the IDB
  • Goods Works
  • Consulting Services

95
  • Procurement contracts with the IDB
  • Consulting services for project preparation,
    technical cooperation.

5
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40
Issue clear and balanced bidding documents
Provide sufficient time for bidders to prepare
bidsProvide timely responses to bidders
questionsEvaluate bids based only on criteria
established in bidding documentsAward the
procurement contractCommunicate results to all
partiesAddress complaints promptly and fairly
Procurement - Responsibilities
Bidders Responsibilities
  • Issue clear and balanced bidding documents
  • Provide sufficient time for bidders to prepare
    bids
  • Provide timely responses to bidders questions
  • Evaluate bids based only on criteria established
    in bidding documents
  • Award the procurement contract
  • Communicate results to all parties
  • Address complaints promptly and fairly
  • Carefully analyze ALL requirements of the bidding
    documents or request for proposal documents
  • Strictly comply with the instructions and
    specifications-terms of reference in the
    bidding/request for proposals documents
  • Require clarifications to documents in writing
  • Review bid/proposal for compliance with the
    requirements before submitting
  • Submit bid/proposal with enough time to arrive
    before deadline

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41
Procurement - Where to find information and
documents
  • United Nations Development Business online US
    550/ per year(www.devbusiness.com)
  • IDB procurement portal
  • Free
  • (www.iadb.org/procurement)

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42
Once you are on the IDBs Internet Website, you
can select Businessesto go to the Procurement
Website.
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11/18/10
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44
IDB Office in Europe www.iadb.org/europe IDBEurope
_at_iadb.org
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