64975 FINANCIAL EDUCATION AND FINANCIAL LITERACY PROJECT PROCUREMENT PLAN / ПЛÐ?Ð? ЗÐ?КУПОК ПО ПРОЕКТУ "СОДЕЙСТВИЕ ПОВЫШЕÐ?ИЮ УРОВÐ?Я ФИÐ?Ð?Ð?СОВОЙ ГРÐ?МОТÐ?ОСТИ Ð?Ð?СЕЛЕÐ?ИЯ И РÐ?ЗВИТИЮ ФИÐ?Ð?Ð?СОВОГО ОБРÐ?ЗОВÐ?Ð?ИЯ Ð’ РОССИЙСКОЙ ФЕДЕРÐ?ЦИИ" Bids/Proposals Procurement Selection Publcation of REI / Contract Contract Start- Contract Package No. Name of Assignment/Contract Prior Review Received (CV for Type Method SPN Signing Up Completion IC) 1 2 3 4 7 8 9 14 19 20 21 КОÐ?СУЛЬТÐ?Ð?ТЫ/CONSULTANTS Component I Development of financial literacy strategy, and financial literacy and consumer protection monitoring and evaluation FEFLP/CQS-1.1 Development of a system of basic Consultants/ CQS/ОКК Yes / Да Apr-11 Aug-11 Sep-11 Sep-11 Jan-12 competencies in the area of financial literacy КонÑ?ультанты based on reviews of international experience FEFLP/QCBS-1.2 Development of the National Financial Consultants/ QCBS / Yes / Да Oct-11 Jan-12 May-12 May-12 Dec-15 Literacy Strategy КонÑ?ультанты ОКС FEFLP/QCBS-1.3 Selection of methodology and initial Consultants/ QCBS / Yes / Да Apr-11 Aug-11 Dec-11 Dec-11 Sep-12 survey of the financial literacy rate КонÑ?ультанты ОКС FEFLP/QCBS-1.4 Analysis of changes in financial literacy Consultants/ QCBS / Yes / Да May-13 Aug-13 Dec-13 Dec-13 May-14 rate КонÑ?ультанты ОКС FEFLP/QCBS-1.5 Analysis of changes in financial literacy Consultants/ QCBS / rate, public discussion and Yes / Да May-15 Aug-15 Dec-15 Dec-15 May-16 КонÑ?ультанты ОКС dissemination of results Baseline and follow-up studies of Consultants/ QCBS / FEFLP/QCBS-1.6 financial and saving behavior of Yes / Да Jul-11 Oct-11 Feb-12 Feb-12 Jan-15 КонÑ?ультанты ОКС population FEFLP/QCBS-1.9 Analysis of educational programs Consultants/ QCBS / Yes / Да Jan-13 Apr-13 Aug-13 Aug-13 Jan-14 implementation results КонÑ?ультанты ОКС FEFLP/QCBS-1.10 Analysis of educational programs implementation results, public Consultants/ QCBS / Yes / Да Jun-15 Sep-15 Jan-16 Jan-16 Jun-16 discussions and dissemination of КонÑ?ультанты ОКС analysis outcomes FEFLP/QCBS-1.11 Expert and technical support of Consultants/ QCBS / Interagency Commission and Expert Yes / Да Aug-11 Nov-11 Mar-12 Mar-12 Dec-15 КонÑ?ультанты ОКС Council activities Advisory support to the implementation Consultants/ QCBS / FEFLP/QCBS-1.12 Yes / Да May-11 Sep-11 Dec-11 Dec-11 Dec-15 of Financial Education and Financial КонÑ?ультанты ОКС Literacy Project Short-term consultants for priority Consultants/ FEFLP/IC-1.31-1.41 IC / ИК No / Ð?ет Jul-11 Jul-11 Aug-11 Aug-11 Jun-16 expert support and urgent tasks КонÑ?ультанты Consultants/ FEFLP/IC-1.13 Project Consultants Head IC / ИК Yes / Да Apr-11 Apr-11 May-11 Jun-11 Jun-16 КонÑ?ультанты Manager of Component 1 (except Sub- Consultants/ FEFLP/IC-1.14 IC / ИК Yes / Да Apr-11 Apr-11 May-11 Jun-11 Jun-16 Component "Legislation" КонÑ?ультанты Страница 1 из 7 PDF created with pdfFactory Pro trial version www.pdffactory.com 1 2 3 4 7 8 9 14 19 20 21 Consultants/ FEFLP/IC-1.15 Project Group Assistant IC / ИК Yes / Да Aug-11 Sep-11 Oct-11 Oct-11 Jun-16 КонÑ?ультанты Consultants/ FEFLP/IC-1.16 Financial Manager IC / ИК Yes / Да Aug-11 Sep-11 Oct-11 Oct-11 Jun-16 КонÑ?ультанты Recommendations on financial literacy Consultants/ FEFLP/CQS-1.29 educational programs and initial CQS/ОКК Yes / Да Jul-11 Oct-11 Nov-11 Nov-11 Mar-12 КонÑ?ультанты research of educational programs market Methodology for assessing efficiency of financial literacy enhancement Consultants/ FEFLP/CQS-1.30 CQS/ОКК Yes / Да Aug-11 Oct-11 Nov-11 Nov-11 Mar-12 programs, training and consulations in КонÑ?ультанты its application Study and analysis of foreign legal and Consultants/ QCBS / FEFLP/QCBS-1.17 regulatory framework in the sphere of Yes / Да Mar-12 Jun-12 Oct-12 Oct-12 Feb-13 КонÑ?ультанты ОКС financial services consumer protection Consultants/ TOR only / FEFLP/CQS-1.18 Interview of banking services consumers CQS/ОКК Mar-12 Jun-12 Jun-12 Jun-12 Oct-12 КонÑ?ультанты только ТЗ Improving consumer protection through development of amendments to legal framework relating to increase of Consultants/ QCBS / FEFLP/QCBS-1.19 Yes / Да Mar-12 Jul-12 Oct-12 Oct-12 Oct-13 transparency in banking sector and КонÑ?ультанты ОКС increase of effectiveness in banking services consumer protection Improving consumer protection through preparation of proposals on unified Consultants/ QCBS / FEFLP/QCBS-1.20 Yes / Да Mar-12 Jul-12 Oct-12 Oct-12 Feb-13 standards to public disclosure for credit КонÑ?ультанты ОКС unions and microfinance organizations Improving consumer protection through drafting of amendments to acting legislation in order to introduce Consultants/ TOR only / FEFLP/CQS-1.21 CQS/ОКК Apr-12 Jun-12 Jul-12 Jul-12 Sep-12 requirements for professional suitability КонÑ?ультанты только ТЗ of directors of credit unions and microfinance organizations Methodological support to conferences on protection of consumers of credit Consultants/ TOR only / FEFLP/CQS-1.22 CQS/ОКК Aug-13 Nov-13 Dec-13 Dec-13 Dec-14 unions and microfinance organizations КонÑ?ультанты только ТЗ services Analysis of international practice of Consultants/ TOR only / FEFLP/CQS-1.23 rating agencies work relating to credit CQS/ОКК Feb-12 May-12 Jun-12 Jun-12 Sep-12 КонÑ?ультанты только ТЗ unions and microfinance organizations Complex of activities aimed at rendering assistance in creation and maintenance Consultants/ QCBS / FEFLP/QCBS-1.24 Yes / Да May-12 Aug-12 Dec-12 Dec-12 Feb-14 of register of credit consumer units and КонÑ?ультанты ОКС microfinance organizations Страница 2 из 7 PDF created with pdfFactory Pro trial version www.pdffactory.com 1 2 3 4 7 8 9 14 19 20 21 Drafting of amendments to acting legislation aimed at protection of Consultants/ QCBS / FEFLP/QCBS-1.25 Yes / Да Apr-13 Jul-13 Nov-13 Nov-13 Nov-14 consumers of insurance companies КонÑ?ультанты ОКС services Complex of activities aimed at rendering Consultants/ QCBS / FEFLP/QCBS-1.26 assistance in creation and maintenance Yes / Да Aug-13 Nov-13 Feb-14 Feb-14 Feb-15 КонÑ?ультанты ОКС of register of insurance companies Development of proposals on improvement of legal framework and development of methodical recommendations to increase the Consultants/ QCBS / FEFLP/QCBS-1.27 Yes / Да Feb-14 May-14 Aug-14 Aug-14 Aug-15 transparency and improve protection КонÑ?ультанты ОКС facilities for consumers of pension funds, with account of international practice Analysis of existing legal framework relating to financial literacy and Consultants/ QCBS / FEFLP/QCBS-1.28 development of proposals for its Yes / Да Feb-14 May-14 Aug-14 Aug-14 Aug-15 КонÑ?ультанты ОКС improvement, with account of best practice Manager of the sub-component Consultants/ FEFLP/IC-1.14.1 ИК / IC Yes / Да Sep-11 Oct-11 Nov-11 Nov-11 Jun-14 "Legislation" of Component 1 КонÑ?ультанты Component II Financial Literacy Capacity Building Coordination of work relating to Consultants/ FEFLP/IC-2.1 IC / ИК Yes / Да Jul-11 Jul-11 Sep-11 Sep-11 Jun-16 educational activities under the Project КонÑ?ультанты Providing ongoing advisory and methodical support, including development of necessary programs and Consultants/ QCBS / FEFLP/QCBS-2.2 methodological materials, and Yes / Да Aug-11 Nov-11 Mar-12 Mar-12 Mar-16 КонÑ?ультанты ОКС implementation of training programs in the sphere of financial literacy in Institutions of Higher Education Providing ongoing advisory and methodical support, including development of necessary programs and methodological materials, and Consultants/ QCBS / FEFLP/QCBS-2.3 implementation of training programs in Yes / Да Oct-11 Jan-12 May-12 May-12 Mar-16 КонÑ?ультанты ОКС the sphere of financial literacy in institutions of Initial Vocational Education / Secondary Vocational Education Providing ongoing advisory and methodical support to the project target groups, including development of Consultants/ QCBS / FEFLP/QCBS-2.4 necessary programs and methodological Yes / Да Oct-11 Jan-12 May-12 May-12 Mar-16 КонÑ?ультанты ОКС materials, and implementation of training programs in the sphere of financial literacy Страница 3 из 7 PDF created with pdfFactory Pro trial version www.pdffactory.com 1 2 3 4 7 8 9 14 19 20 21 Providing ongoing advisory and methodical support, including development of necessary programs and Consultants/ QCBS / FEFLP/QCBS-2.5 methodological materials, and Yes / Да Aug-11 Nov-11 Mar-12 Mar-12 Mar-16 КонÑ?ультанты ОКС implementation of training programs in the sphere of financial literacy in institutions of general education Establishing a system of efficient and accessible information resources in the Consultants/ QCBS / FEFLP/QCBS-2.6 field of financial literacy with a single Yes / Да Jul-11 Oct-11 Jan-12 Jan-12 Mar-16 КонÑ?ультанты ОКС access point such as the National information & educational portal Development of sample regional financial literacy program, support in development of regional financial literacy programs in the pilot regions. Consultants/ FEFLP/IC-2.7 Assistance in preparation of bidding IC / ИК Yes / Да Jul-11 Aug-11 Sep-11 Sep-11 Jun-16 КонÑ?ультанты documents for selection of the second stage regions. Monitoring of regional financial literacy programs implementation in 11 RF regions in Implementaton of the Project objectives Consultants/ около 30 контрактов accordance Yes / Да Aug-11 Nov-11 Feb-12 Feb-12 Feb-16 and tasks in the pilot regions КонÑ?ультанты with regional Implementation of regional programs procuremen aimed at increase of financial literacy of Consultants/ около 50 контрактов t plans / в Yes / Да Jan-13 Apr-13 Aug-13 Aug-13 Apr-16 targeted project groups in regions КонÑ?ультанты Ñ?оответÑ?тв selected for the second stage ии Ñ? Summarizing the results of Project Consultants/ TOR only / FEFLP/CQS-2.8 CQS/ОКК Nov-15 Feb-16 Feb-16 Feb-16 Jun-16 implementation in regions КонÑ?ультанты только ТЗ Preparation of the key project documents Consultants/ TOR only / FEFLP/CQS-2.9 CQS/ОКК Nov-15 Feb-16 Feb-16 Feb-16 Jun-16 for the follow-up project КонÑ?ультанты только ТЗ Coordinator of preparation of a new IFO Consultants/ FEFLP/IC-2.10 IC / ИК Yes / Да Jun-11 Jun-11 Jul-11 Jul-11 Dec-12 project in the financial sphere КонÑ?ультанты Consultant on development of documentation necessary for preparation of new IFO project Consultants/ FEFLP/CQS-2.11 CQS/ОКК Yes / Да Jul-11 Sep-11 Sep-11 Sep-11 Jan-12 in financial sphere КонÑ?ультанты Analitical support relating to preparation of Consultants/ FEFLP/CQS-2.12 new IFO project in financial sphere CQS/ОКК Yes / Да Jul-11 Sep-11 Sep-11 Sep-11 Jan-12 КонÑ?ультанты Component III Development and implementation of education programs Yes / Да and information campaigns for improving financial literacy Development of a Facultative Training Course for Secondary School and Consultants/ QCBS / FEFLP/QCBS-3.1 Yes / Да Aug-11 Nov-11 Feb-12 Feb-12 Feb-14 College Students for Increasing Their КонÑ?ультанты ОКС Finanial Literacy Development of digital training Consultants/ QCBS / FEFLP/QCBS-3.2 Yes / Да Nov-11 Feb-12 Jun-12 Jun-12 May-14 resources КонÑ?ультанты ОКС Страница 4 из 7 PDF created with pdfFactory Pro trial version www.pdffactory.com 1 2 3 4 7 8 9 14 19 20 21 Development and approbation of modular educational programs and other Consultants/ QCBS / FEFLP/QCBS-3.3 Yes / Да Aug-11 Nov-11 Feb-12 Feb-12 Nov-13 materials, aimed at improvement of КонÑ?ультанты ОКС financial literacy of students Development and approbation of module educational programs and other Consultants/ QCBS / FEFLP/QCBS-3.4 Yes / Да Sep-11 Dec-11 Mar-12 Mar-12 Mar-14 materials, aimed at improvement of КонÑ?ультанты ОКС financial literacy of adults Development and pilot implementation of module educational programs and Consultants/ QCBS / FEFLP/QCBS-3.5 other materials, aimed at improvement Yes / Да Sep-11 Dec-11 Mar-12 Mar-12 Sep-13 КонÑ?ультанты ОКС of financial literacy of working audience (at work place) Exchange and dissemination of best TBD */ practice in the sphere of financial Training подлежит FEFLP/AP-3.6-8 Yes / Да N/A Nov-11 Nov-11 Nov-11 Mar-12 literacy level increase through /ОбучениÑ?е определени conferences, seminars and training ÑŽ* Assistance in carrying out of competitive selection of local initiatives КонÑ?ультанты / FEFLP/CQS-3.10 CQS/ОКК Yes / Да Oct-11 Dec-11 Jan-12 Jan-12 May-12 and existing programs (annually) and Consultancy assistance to participants Assistance in carrying out of competitive selection of local initiatives Consultants/ FEFLP/CQS-3.11 CQS/ОКК Yes / Да Jul-12 Oct-12 Nov-12 Nov-12 Mar-13 and existing programs (annually) and КонÑ?ультанты assistance to participants Assistance in carrying out of competitive selection of local initiatives Consultants/ FEFLP/CQS-3.12 CQS/ОКК Yes / Да Apr-13 Jun-13 Aug-13 Aug-13 Nov-13 and existing programs (annually) and КонÑ?ультанты assistance to participants Coordination of activities aimed at Consultants/ FEFLP/IC-3.13 IC / ИК Yes / Да Jun-11 Jul-11 Aug-11 Aug-11 Dec-14 support to local initiatives КонÑ?ультанты Development and pilot implementation of module educational programs for Consultants/ FEFLP/CQS-3.22 training of students of teacher training CQS/ОКК Yes / Да Mar-12 Jun-12 Jul-12 Jul-12 Jan-13 КонÑ?ультанты universities in teaching of financial literacy courses Development and pilot implementation of module educational programs in Consultants/ QCBS / FEFLP/QCBS-3.23 Yes / Да Jul-12 Oct-12 Jan-13 Jan-13 Jul-14 financial literacy designed to be КонÑ?ультанты ОКС included in other school subjects Coordination of activities relating to Consultants/ FEFLP/IC-3.9 IC / ИК Yes / Да Jul-11 Jul-11 Sep-11 Sep-11 Jun-16 information campaign under the Project КонÑ?ультанты Development of information campaign, brand book. Coordination and Consultants/ QCBS / FEFLP/QCBS-3.14 Yes / Да Sep-11 Dec-11 Mar-12 Mar-12 May-16 implementation of information КонÑ?ультанты ОКС campaign Development and implementation of education programs, trainings and Consultants/ QCBS / FEFLP/QCBS-3.15 Yes / Да Nov-11 Feb-12 May-12 May-12 May-15 seminars for mass media, study tours to КонÑ?ультанты ОКС learn from international experience Страница 5 из 7 PDF created with pdfFactory Pro trial version www.pdffactory.com 1 2 3 4 7 8 9 14 19 20 21 Preparation of educational and Consultants/ QCBS / FEFLP/QCBS-3.16-3.19 informative television programs and Yes / Да Oct-11 Jan-12 Apr-12 Apr-12 Apr-15 КонÑ?ультанты ОКС social advertisements Creation and support of special columns Consultants/ QCBS / FEFLP/QCBS-3.20 and projects relating to financial literacy Yes / Да Apr-12 Jul-12 Oct-12 Oct-12 Oct-15 КонÑ?ультанты ОКС in mass media Media-buyer at regional and national media (including TV, radio and other Consultants/ QCBS / FEFLP/QCBS-3.21 Yes / Да Sep-12 Dec-12 Mar-13 Mar-13 Mar-16 media) for information campaign КонÑ?ультанты ОКС materials Component IV. Strengthening consumer protection in financial services FEFLP/QCBS-4.1 Strengthening the institutional capacity of Rospotrebnadzor relating to consumer Consultants/ QCBS / Yes / Да Apr-11 Sep-11 Dec-11 Dec-11 Dec-14 protection in the financial services КонÑ?ультанты ОКС market FEFLP/QCBS-4.2 Strengthening the capacity of Rosportebnadzor's specialists in the Consultants/ QCBS / Yes / Да Apr-11 Sep-11 Dec-11 Dec-11 Dec-12 sphere of financial literacy and financial КонÑ?ультанты ОКС consumer protection (priority training) FEFLP/QCBS-4.4 Activities aimed at public disclosure of information relating to different aspects Consultants/ QCBS / Yes / Да Sep-11 Jan-12 Mar-12 Mar-12 Jun-16 of consumer protection in financial КонÑ?ультанты ОКС sphere FEFLP/IC-4.5 Coordination of activities under the Consultants/ IC / ИК Yes / Да Apr-11 Apr-11 May-11 Jun-11 Jun-16 Component 4 КонÑ?ультанты FEFLP/QCBS-4.7 Implementation of the plan for improving Rospotrebnadzor's functions Consultants/ QCBS / related to consumer protection in the Yes / Да Jul-12 Oct-12 Jan-13 Jan-13 Jan-16 КонÑ?ультанты ОКС financial services market in the part of upgrading staff qualifications FEFLP/QCBS-4.8 Development of interaction between non- Consultants/ QCBS / commercial organizations in the sphere Yes / Да Oct-11 Jan-12 Apr-12 Apr-12 Apr-13 КонÑ?ультанты ОКС of consumer protection (networking) FEFLP/CQS-4.9 Preparation of analytical report on international experience of financial Consultants/ TOR only / CQS/ОКК Aug-11 Oct-11 Nov-11 Nov-11 Apr-12 ombudsman and prospects for its КонÑ?ультанты только ТЗ introduction in Russia FEFLP/QCBS-4.10 Pilot implementation of financial Consultants/ QCBS / Yes / Да Aug-12 Nov-12 Feb-13 Feb-13 Dec-15 ombudsman's model in Russia КонÑ?ультанты ОКС FEFLP/QCBS-4.11 Independent monitoring of consumers Consultants/ QCBS / Yes / Да Jun-11 Sep-11 Dec-11 Dec-11 Dec-15 protection in financial services market КонÑ?ультанты ОКС ТОВÐ?РЫ/GOODS FEFLP/ICB-4.3 Technical support to strengening Rospotrebnadzor's functions in the market of financial services (activity Goods/Товары ICB/МКТ Yes / Да Nov-11 Jan-12 Mar-12 Mar-12 Jul-13 starting from January 01, 2011, competitive selection) Страница 6 из 7 PDF created with pdfFactory Pro trial version www.pdffactory.com 1 2 3 4 7 8 9 14 19 20 21 FEFLP/ICB-4.6 Implementation of the plan for improving Rospotrebnadzor's functions related to consumer protection in the Goods/Товары ICB/МКТ Yes / Да May-12 Aug-12 Nov-12 Nov-12 Nov-13 financial services market, in the part of technical assistance (2-5 years) TOTAL/ИТОГО Notes / ПримечаниÑ? * Agreed Procedure (to be determined by agreement with the IBRD) / СоглаÑ?ованные процедуры (подлежат Ñ?оглаÑ?ованию Ñ? МБРР). Страница 7 из 7 PDF created with pdfFactory Pro trial version www.pdffactory.com