Making it happen: Procurement and contracting, Anna Spenceley
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Presentation made at the CBD/IUCN TAPAS Group meeting on "Tourism partnerships and concessions in protected areas: Cooperating for success" meeting in the iSimangaliso Wetland Park
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Making it happen: Procurement and contracting, Anna Spenceley
- 1. Making it happen: Procurement and contracting 1 June 2017 Time Block 11 Image © image4you via Pixabay
- 3. Good procurement processes . . . WBG Guideline: Spenceley et al, 2016
- 4. Procurement preparation: Actions needed • Description of concession package • Agreement on procurement strategy • Plan for reaching out to investors • Produce promotional materials • Develop bidding documents • Agree evaluation committee and rules Get agreement at highest level for the process! Image © 3dman-eu via Pixabay
- 5. Procurement preparation: Transaction type Op#on Pros Cons Open tender Most transparent Market-based MulHple criteria Costly, lengthy, complex Less aLracHve to some investors Secrecy of evaluaHons Short list / limited tender RelaHvely transparent More aLracHve to experienced investors Needs more preparaHon to short- list Excludes new entrants AucHon Very transparent Quick and easy SHmulates investor interest No negoHaHon of non-financial benefits Hard to do background checks Unsolicited bid No promoHon needed Test interest through tender Flexible Ad hoc Risk of unsuitable investor Risk of not ge[ng best deal Direct negoHaHon Simple, quick, direct, flexible No promoHon needed Not compeHHve Open to criHcism Risk of not ge[ng best deal
- 6. Procurement preparation: Promotion Page 104 104 Section 5.3: Tourism Resort Site Development Profile - Crusse/Jamali Concept Description and layout Stilted Island CRUSSE ISLAND Community Fishing Port and Market Ponta Mangaca PLANTACAO NAMADE To Nacala INDIAN OCEAN Mozambique Channel Exclusive Chalets Boutique Mainland Hotels Max. 5-10 unit Exclusive Residential Clusters Boutique ±40 Room Hotel Day Visitor Restaurant and Beach Area 5+ Star ±100 Room Hotel ±30 Stilted Chalets To Jamali Entrance Mangrove Forest Unique attraction opportunities Private Residential Units Island-Style Development
- 7. Finding investors committed & sustainable: • Pre-qualification: Expression of Interest • References / examples • Sustainability built into bid documents Local expenditure Job creation Conservation activities Revenue sharingSupply chain linkages Environmental education Research
- 9. PPP toolkit PROJECTPREPARATIONPERIOD PROCUREMENT Prepare a feasibility study comprising: • Needs analysis • Options analysis • Project due diligence • Value assessment • Economic valuation • Procurement plan • Design a fair, equitable, transparent, competitive, cost-effective procurement process • Prepare bid documents, including draft PPP agreement • Pre-qualify parties • Issue request for proposals with draft PPP agreement • Receive bids • Compare bids with feasibility study and each other • Select preferred bidder • Prepare value-for-money report • Negotiate with preferred bidder • Finalise PPP agreement management plan Module 1 Module 2 Module 4 MODULE 5 Module 6 Module 7 Module 8 Module 9 MODULE 4 Module 6 Module 7 Module 8 Module 9 PPP agreement signed Treasury Approval: III Treasury Approval: IIB Treasury Approval: IIA Treasury Approval: I PhaseIIIPhaseII PPP tender process South Africa
- 10. Negotiation and contracting: Image © Unsplash via Pixabay Image © Darkmoon via Pixabay
- 12. Accurate identification of parties Clear payment terms Flexible covenants Legally valid Comprehensive Appreciate that there will be problems Provisions for defaults, fixing them, termination Adequate negotiation Clear understanding / deadlines / penalties Language Clear internal procedures and protocols Everyone signs! Negotiation and contracting: Good deals
- 14. Knowledge café: Round tables Group 1: List options to identify a short-list of investors likely to have adequate resources AND sustainability credentials? (Share your experiences) Group 2: Discuss which transaction types would you use under different circumstances? Are there some you would never use? (e.g. tender, auction etc)