Expert Panel Medical Diagnostic Imaging Specialist Consultants

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Presentation transcript:

Expert Panel Medical Diagnostic Imaging Specialist Consultants June Brodie | Senior Procurement Specialist Launch of Medical Diagnostic Imaging (MDI) Equipment Procurement Tools February 12, 2019

The need - access to specialist expertise Background MDI equipment is a highly specialized field in a rapidly evolving market Bank and Borrowers often do not have appropriate specialist technical knowledge in-house Procurement support This specialist expertise is critical when procuring MDI equipment and services, especially: needs identification and project design procurement approach and evaluation methodology evaluation of proposals contract implementation

Individual consultant Expert Panel Bank established an Expert Panel Bank’s Corporate Procurement Framework Agreements Opportunity was openly advertised Framework Agreements awarded to 3 consulting firms and one individual consultant Expert Panel operational December 2018 Expert Panelists Consulting firm Individual consultant Associated Medical Project Consultants B.V. (AMPC)    Conseil Sante ECRI Institute Paulo Giribona (individual consultant) It was decided to establish a dedicated resource to support Borrowers’ staff and the Bank’s task teams. The Bank has established, through its Corporate Procurement department, an expert panel. This was done through openly advertising the opportunity and awarding Framework Agreements to a small group of independent specialists

Role and impartiality Role of Expert Panel Impartiality As industry experts, to provide: impartial, unbiased advice and feedback on the procurement of MDI equipment and services on an as-needs basis Impartiality Bank sought feedback from the industry and suppliers on the independence of shortlisted consultants Bank needed to know if there was any conflict of interest in providing impartial advice to buyers No conflicts were identified

Conditions of the Framework Agreements Experts can be used in Bank Investment Project Financing (IPF) funded procurements Framework Agreements awarded for an initial term of 3 years: option (at the Bank’s discretion) to extend by a further 1 + 1 years Framework Agreements stipulate the agreed daily fee rates for each consultant: consultant cannot charge more than the agreed rates, but can offer reduced rates in a closed competitive selection Scope May provide either project design support or project implementation support, but not both in relation to the same project Consultant to assist in knowledge transfer and capability building

Contracting a consultant Terms of Reference Country, project name and description of MDI equipment/services Scope of the consulting services - clear stipulation of the requirements including the type of advice or support to be sought Timeframe and deadline for deliverables Award criteria Award based on optimum combination of quality and cost Use of rated criteria - price and non-price attributes Pricing model: time and materials; or fixed price / one lump-sum

Bank contracting process Framework Agreement call-off contract through either: Consulting Services Contract, Purchase Order (consulting firm) Short-Term Consulting contract (individual consultant) Selection based on closed mini-competition In emergency, or exceptionally urgent situations - direct selection

Borrower contracting process Borrowers are not parties to the Framework Agreements Borrower may “leverage” the Framework Agreement, meaning: consultants appointed to the Expert Panel agree to offer their services to Borrowers on the same terms and conditions, and at the agreed daily fee rates Borrower uses its national procurement processes to award contracts

Questions Industry Engagement Program http://www.worldbank.org/en/projects-operations/products-and-services/brief/industry-engagement-program