Supplier Input Process Output

Transcription

Supplier Input Process Output
Application Review
Supplier
Providers of resources
BMC
- CDB contact info
Input
Resources required by
process
Application from BMC
- supporting documents
Process
High level description of
activities
1. Application rec'd
by Dir. of Projects
- phone, email, letter...
Output
Deliverables of the process
Accurate
Appendix 8 - SAMPLE SIPOC-VSCapitalLoan.xls
Customer
Stakeholders who receives
the output
BMC
- Aligned strategically
- Managed risk
The Bank
- Correct firstime
CDB
- Board of Directors
Dir knows program
- sector, division, etc.
2. Assigned to approp.
division (DC)
- inst'l knowledge
Timeliness (quick)
Cost-effective (efficient)
Director of Projects
Regulatory compliancy
- standards adherence
CDB
- Board of Directors
CDB - document/process
BMC - makes application
CDB
- Board of Directors
DC knows program
- inst'l knowledge
Application & support
documents
officer or PM
4. PO completes intitial
review
CDB guidelines
Funding availability
Country strategy knowl.
Divisional Chief (CDB)
3. DC assigns to proj.
PO availability (time)
5. Feedback to Dir and
BMC
Bank technical resources
Access to BMC (?)
CDB - ITSD
I/T (info) systems
Access to Director
Access to BMC
5. Feedback to Dir and
BMC - memo gen.
Non-standard memo
CDB - Economists
Bank technical resources
6. Additional info and
- Finance
Access to BMC (?)
processing further
- Sector specialist
I/T (info) systems
of the application
Director makes decision
PO recommend to Dir.
7. If a "go", then assign
team (see next step
on VSM).
END
VP Operations
DAR Preparation
Appendix 8 - SAMPLE SIPOC-VSCapitalLoan.xls
Supplier
Input
Process
Output
Customer
Providers of resources
Resources required by
process
High level description of
activities
Deliverables of the process
Stakeholders who receives
the output
Appraisal Mission
Data and information
1. Analyze data and
Project Team completes
process
from appraisal mission
information gathered
Draft Appraisal Report
BMC
Agreements
and prepare draft
- informed by comments
appraisal report
- from Project Team
- Iterative process
- Each team member
Department Heads
Projects Department
Project Team
OO (Project Coordinator)
- technically sound
prepares a section
- consistent with CDB's
policies
Timeliness (submission )
of the report
Cost-effective (efficient)
2. OO (Project Coodinator)
assembles all of the
inputs of team members
into a single document
checks for completeness
of the report
Projects Department
S4
3. The Coordinating
(Coordinating Secretary)
Secretary combines the
inputs of the other
team members into
a single document
with a consistent
technical style
CDB
IT Systems
Draft Appraisal Report
Project Team
Team Review
Supplier
Providers of resources
ASU
Appraisal Team
Department Heads
Input
Resources required by
process
Meeting Room; Availability
of Team
First draft of appraisal
report
Appraisal Team members
Process
Output
High level description of
Deliverables of the process
activities
1. Schedule Team Meeting Second draft document:
Appendix 8 - SAMPLE SIPOC-VSCapitalLoan.xls
Customer
Stakeholders who receives
the output
Appraisal Team
Team for
defining
GB
2. Review and comment on
Appraisal Report
3. Collection of Comments
after meeting
- informed by comments from
all stakeholders
- technically sound
- consistent with CDB's
policies
Timeliness (submission)
Cost-effective (efficient)
CDB; BMC; Executing
Agency
Appraisal Team;
BMC/Executing Agent
4. Consultation with
relevant BMC/Executing
Agency to resolve issues
and concerns
DC
Coordinator/ Appraisal
Team
5. Incorporation of
comments
DC
Coordinating Secretary
6. Formatting of DAR
CDB - ITSD
I/T (info) systems
7. Distribute revised DAR
According to accepted CDB
formatting standards
Division - Professional staff
Division - Secretarial staff
Facilitator
Div. Review
Supplier
Providers of resources
ASU
Div. Review Process
CDB
Input
Resources required by
process
Meeting Room; Director's
availability
DAR revised from Div.
Review
Dept. Review Team
members
Process
Output
High level description of
Deliverables of the process
activities
1. Schedule Dept. Meeting Comprehensive document:
Appendix 8 - SAMPLE SIPOC-VSCapitalLoan.xls
Customer
Stakeholders who receives
the output
BMC
Team for
defining
GB
2. Draft Appraisal Report
received by Dept. Review
Team
3. Dept. Review Team
makes comments
- informed by comments from
all stakeholders
- technically sound
CDB's Management
- consistent with CDB's
policies
Timeliness (submission )
Loans Committee
Cost-effective (efficient)
CDB
Dept. Review Team
members
4. Meet to discuss DAR
CDB; BMC; Executing
Agency
Appraisal Team;
BMC/Executing Agent
5. Collection of Comments
after meeting
Dept. Heads
Appraisal Team members
6. Consultation with
relevant BMC/Executing
Agency
Dir. Project
Secretarial Team
7. Incorporation of
comments
Dir. Project; ASU
Secretarial Team; Print
Room Resources
8. Formatting of DAR
CDB - ITSD
I/T (info) systems
9. Distribute revised DAR
Appraisal Team
Facilitator
Dept. Review
Supplier
Providers of resources
ASU
Div. Review Process
CDB
Input
Resources required by
process
Meeting Room; Director's
availability
DAR revised from Div.
Review
Dept. Review Team
members
Process
Output
High level description of
Deliverables of the process
activities
1. Schedule Dept. Meeting Comprehensive document:
Appendix 8 - SAMPLE SIPOC-VSCapitalLoan.xls
Customer
Stakeholders who receives
the output
BMC
Team for
defining
GB
2. Draft Appraisal Report
received by Dept. Review
Team
3. Dept. Review Team
makes comments
- informed by comments from
all stakeholders
- technically sound
CDB's Management
- consistent with CDB's
policies
Timeliness (submission )
Loans Committee
Cost-effective (efficient)
CDB
Dept. Review Team
members
4. Meet to discuss DAR
CDB; BMC; Executing
Agency
Appraisal Team;
BMC/Executing Agent
5. Collection of Comments
after meeting
Dept. Heads
Appraisal Team members
6. Consultation with
relevant BMC/Executing
Agency
Dir. Project
Secretarial Team
7. Incorporation of
comments
Dir. Project; ASU
Secretarial Team; Print
Room Resources
8. Formatting of DAR
CDB - ITSD
I/T (info) systems
9. Distribute revised DAR
Appraisal Team
Facilitator
Loans Committee
Supplier
Providers of resources
ASU
Input
Resources required by process
Process
High level description of activities
Output
Deliverables of the process
Meeting Room; availability of
1. Schedule Loans Committee Meeting Comprehensive document:
key loans Committee members.
Appendix 8 - SAMPLE SIPOC-VSCapitalLoan.xls
Customer
Stakeholders who receives
the output
BMC
Team for
defining
GB
Dept. Review Process
DAR revised from Dep. Review 2. Draft Appraisal Report received by
Loans Committee members.
CDB
loans Committee members
- informed by comments from all
stakeholders
- technically sound
CDB's Management
- consistent with CDB's policies
3. Loans Committee makes comments. Timeliness (submission )
Board of Directors
Cost-effective (efficient)
CDB
4. Meet to discuss DAR
Appraisal Team
Secretariat
Dept. Heads
Appraisal Team;
5. Collection of Comments after
meeting
BMC; Executing Agency
Appraisal Team members
6. Consultation with relevant
BMC/Executing Agency
Secretarial Team
7. Incorporation of comments
VPO Ececutive Secretary
CDB - ITSD
8. Minutes by VPO Secretary
Secretarial Team; Print Room
Resources
9. Typing/formatting of DAR
I/T (info) systems
10. Submit revised DAR to Secretariat.
Facilitator
Secretariat Review
Supplier
Providers of resources
Input
Resources required by process
Process
High level description of activities
1. Allocate Board Paper Number
Secretariat Unit
Appraisal report
Loan Committee Review
Secretariat Unit staff
CDB
Appraisal Team;
Dept. Heads
Secretarial Team
ASU
Print Room Resources
CDB - ITSD
I/T (info) systems
Output
Customer
Deliverables of the process
Stakeholders who receives
the output
Final AR document:
2. Review document towards meetig
Bank standards
- informed by comments from all
stakeholders
- technically sound
3. communicate with coordinating
secretary
- consistent with CDB's policies
4. Finalise AR document
Team for
defining
GB
CDB's Management
Timeliness (submission )
Board of Directors
Cost-effective (efficient)
Appraisal Team
Quality Control
5. Distribute to Board members
Appendix 8 - SAMPLE SIPOC-VSCapitalLoan.xls
Facilitator
Loan Negotiation
Supplier
Providers of resources
BMC Negotiating Team
Input
Resources required by
process
1.Availability of Team
including Executing
Agencies & Govt reps.
Process
High level description of
activities
1. Notifies applicant of
intention to submit project
for Board Approval
Output
Deliverables of the process
Appendix 8 - SAMPLE SIPOC-VSCapitalLoan.xls
Customer
Stakeholders who receives
the output
BMC/Executing Agency
Team for
defining
GB
CDB Negotiating Team
(Dir. Projects, Country
Econ. Legal Officer,
Finance Rep.)
Notification letter
2. Coordinate meeting
arrangements
3. Schedule on Meeting
Date
Aide Memorire reflecting agreed Legal and Projects Depts
terms and conditions and other
changes to the AR.
Appraisal Team
Director-Projects
Departrment
VP (Operations)
4.Negotiating Strategy
5. Appraisal Report. (AR)
4. Ensure agreed changes
are Included in aid
memoroir.
ASU
6. Print Room staff.
5. Prepare and send copies
of corrigendum to the
secretariat and BMC.
CDB - ITSD
I/T (info) systems
Facilitator
Board Consideration
Supplier
Providers of resources
Secretariat
Sec. Review Process
Board Members
Input
Resources required by process
Process
High level description of activities
Appendix 8 - SAMPLE SIPOC-VSCapitalLoan.xls
Output
Deliverables of the process
Meeting Room; confirmation of 1. Schedule Board Meeting and setting Approved Project:
availability of Board Members. agenda
AR (received) from Sec.
Review
Tech. Staff of Board Members
2. Appraisal Report received by Board
members and other attendees.
3. Board Members review AR.
- informed by comments from all
stakeholders
- technically sound
Legal Dept.
- consistent with CDB's policies
Appraisal Team
- easily understood
Projects Dept.
Cost-effective (efficient)
Board members;
CDB
CDB's Management
Dept. Heads
Coordinator;
4. Board Meeting convened to discuss
AR
Customer
Stakeholders who receives
the output
Borrower
CDB's Management
Secretariat
Timeliness (submission )
Deferral Letter: with reasons
Donors
Other BMCs
5. Presentation by Appraisal team
Coordinator to Board Meeting on AR
Executing Agency
Appraisal Team members
6. Comments/Questions by Board
Members on AR
Secretarial Team
7. Appraisal Team members respond to
comments/questions on AR
8. Decision taken on AR
9. Press conference on decisions taken
at Board Meeting
CDB - ITSD
I/T (info) systems
Preparation of Loan Agreement
Supplier
Providers of resources
CDB Secretariat
Legal Department
Input
Resources required by
process
1. Approved Appraisal
Report
Legal and Technical
expertise
Projects Department
Legal Department
Process
High level description of
activities
Receipt of Approved
Appraisal Report
Selection of suitable
Precedent
Preparation of Loan
Agreement
Appendix 8 - SAMPLE SIPOC-VSCapitalLoan.xls
Output
Customer
Deliverables of the process
Stakeholders who receives
the output
Secretarial expertise
Secondary Checking and
Finalisation of Loan
Agreement
Approved Draft Loan agreement Projects Department
BMC/Executing Agency
Dissemination of Approved
Loan Agreement
Signing of Loan Agreement
Supplier
Input
Process
Providers of resources
Resources required by
process
High level description of
activities
Legal Department
Draft Loan Agreement &
Security documentation
Disseminate Loan
Agreement and Security
Documentation(where
necessary)
Output
Deliverables of the process
Appendix 8 - SAMPLE SIPOC-VSCapitalLoan.xls
Customer
Stakeholders who receives
the output
BMC/Executing Agency
Signed Loan Agreement
Legal and Projects Depts
Signed Guarantee Agreement
Corporate Planning
VP(Finance)
Follow-up with BMC on the
signing of the Agreement
Director F&CP
Treasury UNIT
Receipt of signed
documentation and
dispatch to Legal Dept
Receipt and check for
conformity to CDB's
signatory guidelines
Dispatch to Bank
Secretary's Unit (BSU) for
signing
BSU sends signed
documents to Legal Dept
BSU disseminates to BMC
CDB-ITSD
I/T (info) systems