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Название проекта

Business and Credit Analysis of Agribusiness Companies

Страновая программа/ План действий
Tender / Procurement notice
6 Дек 2018

Опубликован

6 Декабрь 2018

Срок подачи

12 Декабрь 2018

Бюджет

18 580 USD


Тип тендера


Индивидуальные консультанты

Номер

SC 111920 PHI

Донор

ADB - Азиатский банк развития (АБР)


Расчетная длительность

3 месяцы


Страны

Филиппины

Date Published: 06-Dec-2018 Deadline of Submitting EOI: 12-Dec-2018 11:59 PM Manila local time

Consultant Type Individual
Selection Method Individual Consultants Selection (ICS)
Source International
Technical Proposal Not Applicable

Selection Title Business and Credit Analysis of Agribusiness Companies

Engagement Period 3 MONTH

Open to non-Member Countries No

Additional Information
Possibility of contract extension Not known

Possibility of consideration for downstream assignment Not known

Indefinite Delivery Contract (IDC) No

Country of assignment Philippines

Contact Information
Project Officer Julia Cummins
Designation Senior Learning and Development Specialist
Asian Development Bank
Email jcummins@adb.org
Contact Person for Inquiries Angelina Cecilia C. Concio
Designation Senior Staff Development Officer
Asian Development Bank
Email acconcio@adb.org

Cost Estimate


Cost Items Amount in USD

Remuneration and Other Expenses
All activities and inputs in the TOR but not limited to remuneration, per diem, air travel, miscellaneous travel expenses, report preparation, production, and transmission, land transportation, communications, etc. 17,380
Contingency 1,200
TOTAL

18,580

Terms of Reference


Expertise finance, agribusiness

Expertise Group Agriculture/Rural Development
TOR Keywords Bus & Credit Analysis of Agribusiness Cos

Source International

Objective and Purpose of the Assignment PSOD created the Agribusiness Investment Unit (AIT) in 2015, with the vision increasing direct
agribusiness investments to around 10% of PSOD’s approvals by 2020. AIT now has six staff and continues
to expand. In parallel, the Portfolio Management Division (PSPM) and Office of Risk Management (ORM0
have been hiring new staff with agribusiness and general corporate finance background to support the
growth in non-sovereign agribusiness operations. Since 2012, PSOD has made about 17 agribusiness
investments (both debt and equity) from which early lessons can be learned.

Since agribusiness is a new focus area for PSOD and the level of internal expertise is still limited,
there is a need to provide specialized training to all staff involved. Agribusiness may not be
necessarily riskier than other operations but the risks are definitely different hence the need for a
dedicated training program focused on business and credit analysis.

The main objective is to equip staff with the appropriate knowledge and skills to deliver on or support
AIT’s vision to ramp up direct agribusiness investments to around 10% of PSOD’s approvals by 2020.
Imbedded in this main objective is the need to identify and structure strong transactions to minimize
losses while maximizing the intended developmental impacts and ADB’s additionality.

The training program is intended to assist the participants:
• have a better appreciation of the different segments of the agribusiness industry in Asia;
• enhance their knowledge on how to evaluate the business, financial standing, and creditworthiness of
agribusiness companies;
• understand the structural features of debt and equity transactions in the sector;
• contribute to contain the % of non-performing agribusiness-related loans and impaired equity
investments; and
• learn and adopt best practices and tools.



Scope of Work The consultant is expected to design, develop, and deliver an interactive training program using various
approaches, including a mix of both theoretical and practical applications, hands-on analysis of case
studies tailored to the needs of ADB staff, in close consultation with the HR Policy and Program
Division (BPPP) and PSOD.


Detailed Tasks and/or Expected Output The training should adopt the case study learning approach. Each case study will be summarized in a
short document (2-3 pages) with questions and appendices including other necessary information such as
financial statements at the end. The case will be briefly introduced by the case leader followed by a
discussion among the participants in groups (at their table). This will be followed by a debate around
the answers proposed by each group and moderated by the case leader and the training leader. The whole
session for each case study will last around 75 mins, allowing for 2 cases in the morning and 2 cases in
the afternoon. The first morning will include three introductory presentations (no case study) and
there will be a conclusion session at the end during which key take-ways will be discussed.

The classroom training will be done over 2 days on site in ADB’s Manila Headquarters on 15-16 January
2019 for 25 participants. Target participants are staff from AIT, PSPM, ORM, and the Sustainable
Development and Climate Change Department’s Agriculture, Rural Development & Food Security Unit (SDCC-
AR) thematic group. Staff from the Agriculture divisions of the regional departments, Office of the
General Counsel (OGC), and other departments may also be interested to participate subject to space
availability.

Our expectation is for an interactive and participative training program which takes into account the
different learning styles of the participants and uses a combination of learning methods, such as face-
to-face group activities and case studies.

A. Pre-program Requirements: Program Design/Materials

In close consultation with PSOD and BPPP, the consultant is expected to: (i) gather information to
identify the specific learning requirements of the participants; (ii) design and develop the program
outline and content leveraging on participants’ experience and focusing on skills gap, (iii) review
relevant ADB policies and documents to gain background information relevant to the successful delivery
of the program; and (iv) select and provide necessary background materials for the participants.

The consultant is expected to use cases which are relevant to ADB’s work and may include ADB’s past
and/or current agribusiness investment transactions.

The consultant is expected to develop and submit the draft training materials, including presentations,
case studies, and exercise materials (including the rationale for the exercises, learning objectives per
module, guide questions, as appropriate) at least 1 week before the delivery date for PSOD and BPPP’s
review and comments and to allow sufficient time to incorporate comments in the final materials. The
consultant may also be requested to write the course description to communicate the program information
to ADB staff.

The final training materials based on the agreed outline and comments provided should be submitted at
least 2 days before the course delivery. ADB’s standards on the preparation of training materials are
described below:

- Submit a master copy of the course materials to ADB in soft copy. This should include, but not be
limited to the cover page, table of contents, and course description. The course materials should be
concise. The soft copy should be submitted in final form without the need for additional re-formatting;

- ADB adheres to copyright protection standards and expects the service provider to observe this as
well. Should there be a need for permission from copyright owners, the service provider should do so at
his/her own cost;

- Documents and materials provided by ADB are only for the purpose of developing the training program
for its staff. The service provider is not permitted to use these documents and materials other than for
the purpose stated in the contract;

- ADB acquires the right to use the training materials developed for this program. ADB's right to the
training materials developed for ADB is exclusive;
?
- The service provider may submit a suggested list of references for the ADB Library to acquire. The
acquisition process could take time and it is not advisable to assume that these will be in the Library
when the training sessions start;

- Presentations should conform to ADB's corporate template, PowerPoint guidelines and "One Look
Policy". A copy of the ADB PowerPoint guidelines and templates will be provided to the service provider
who is engaged to design and deliver this program.

B. On-Site Program Delivery Requirements

The consultant is expected to report to the Principal Investment Specialist, PSOD, Learning and
Development Specialist, BPPP, and/or their representatives and deliver and facilitate the program on the
agreed dates at ADB’s Manila Headquarters. The consultant is expected to prepare summary notes of the
course proceedings extracting the main lessons, recommendations, and conclusion of discussions. As we
continue to use the blended learning approach in our programs, the consultant is also expected to
review, analyze, identify and advise BPPP on ways to improve the program design.

Our expectation is for an interactive and participative program that takes into account the different
learning styles and professional backgrounds of the participants and uses a combination of suitable
interactive learning methods.

C. Post-Program Requirements: Evaluation and Recommendation

The consultant is expected to review the participants' feedback/comments and incorporate these into the
final training report which must be submitted within 14 days from the delivery of the program,
summarizing the lessons learned and recommendations for improvement. This report should have the
following elements:

- Title of the program, date and location of course delivery;
- Name of consultant/s;
- Brief description of the program (longer description and outline may be attached);
- Brief description of the program development process;
- Strengths of the program (design features, methods, resources, topics, etc.);
- Areas for improvement and challenges faced by the program (the consultant may refer to and comment on
the Evaluation Summary, if it has been made available);
- Suggestions for improvement for future delivery; and
- Attachments.

The consultant is expected to identify and develop the appropriate evaluation methodology,
process/mechanism and tools to be used in assessing the program and its impact on the participants'
competencies and performance. It will be used to evaluate the effectiveness of the training methodology
and techniques used. This will also include developing the evaluation tools to be administered by BPPP
immediately after completion of the program and after a couple of months (3-6 months) to evaluate
application of learning gained from the program.



Minimum Qualification Requirements The consultant should have experience in developing and delivering similar types of courses in an
international setting for target audiences, comprised of different nationalities. The course design
should be based on adult learning principles taking the target audience into consideration.

The consultant should possess: (i) technical knowledge and at least 20 years of practical experience in
business and credit analysis with particular focus on agribusiness, (ii) proven experience in teaching
or coaching financial professionals, including “on the job” as a manager, and (iii) an understanding of
ADB, its work processes, and how to apply staff development programs to improve these processes and
develop staff’s capacities. Experience gained from working in banks and financial institutions similar
to ADB (e.g. IFC, EBRD and other international financial institutions) is also strongly desired. Areas
of expertise should include effective and interactive presentation and facilitation skills.

In choosing a consultant for this training program, we will focus on the experiences and capability of
the service provider to adapt the training framework to the needs of ADB. Considerable attention is
requested to customize the training program to the skills and background of the target audience.

Consultants engaged by ADB must come from ADB member countries.



Minimum General Experience 20
Years

Minimum Specific Experience (relevant to assignment) 20
Years

Regional/Country Experience Required

Schedule and Places of Assignment (chronological and inclusive of travel)


Schedule Type Intermittent

Max. Working Days/Week Home Office 5
Field 6

City and Country Working Days Estimated Start Date Estimated End Date Other Details (use if place selected is Others)
Home Office, Other 7 21-Dec-2018 31-Dec-2018
Home Office, Other 3 01-Jan-2019 14-Jan-2019
Manila, Philippines 2 15-Jan-2019 16-Jan-2019
Home Office, Other 0.5 17-Jan-2019 04-Feb-2019

Total
12.5