WORLD BANKsiteresources.worldbank.org/TURKEYEXTN/Resources/361711... · 5 flow chart of procurement...
Transcript of WORLD BANKsiteresources.worldbank.org/TURKEYEXTN/Resources/361711... · 5 flow chart of procurement...
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PROCUREMENT CYCLE
GENERAL
PROCUREMENT
NOTICE
CONTRACT
PERFORMANCE
AD FOR PRE-
QUALIFICATION
OR BIDDING
CONTRACT
AWARD
POST-
QUALIFICATION
PREQUALIFICATION
BID OPENING
ISSUE OF
BIDDING
DOCUMENTS
BID EVAL.
SELECTION
PRE-BID
CONFERENCE
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FLOW CHART OF PROCUREMENT PROCESS
NORMALLY
AGREES DURING
APPRAISAL
Financing
Agency
DEFINE GOODS, WORKS, AND
SERVICES PACKAGE
CONTRACTS, MODE OF
PROCUREMENT
Project Authority Bidder/Contractor
OTHER MODES OF
PROCUREMENT
COMPETITIVE BIDDING
PREQUALIFY
BIDDERS
NO YES
PREPARE BID DOCS PREPARE
PREQUAL. DOCS.
REVIEWS
REVIEWS
ADVERTISE
BIDDING DOCS.
ADVERTISE
ISSUE PREQUAL.
DOCUMENTS
TAKES OUT
DOCUMENTS
PREPARE
BIDDING DOCS REVIEWS
REVIEWS
EVALUATE SELECT
QUALIFIED BIDDERS SUBMITS INFORM.
TAKES OUT BID DOCS. ISSUE BID DOCUMENTS
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FLOW CHART OF PROCUREMENT PROCESS Financing
Agency Project Authority Bidder/Contractor
RECEIVES CLARIFICATION
REQUESTS
PREBID
MEETING
ATTENDS
MEETINGS OR
REQUESTS
ISSUES
CLARIFICATION
RECEIVES
CLARIFICATION
RECEIVES BIDS
& EVALUATES
MAKES AWARD
FORMALIZES,
SIGNS CONTR.
SUBMITS BID
ACKNOWLEDGES
AWARD
SIGNS CONTRACT
ISSUES NOTICE
TO PROCEED
STARTS WORK
RECEIVES COPY
OF CONTRACT
REVIEWS
REVIEWS
REVIEWS
REVIEWS
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What? (Contract packages)
How much?($)
How? (Strategy)
Who? (Organization)
When? (Scheduling & Monitoring)
Formally Agreed Procurement Plan for
first 18 months by Negotiations.
To be published on Bank’s website both original and updates
Close monitoring required. Quarterly PMRs.
If no Bank approval is given for procurement plan there can be no Bank clearance of the procurement package
PROCUREMENT PLANNING
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An adequate PP:
Limits scope of non-compliance with agreed
procedures (misprocurement) and corruption
improves transparency and predictability
Rational basis for cash flow requirements
provides a good basis for monitoring.
PROCUREMENT STRATEGY & PLANNING
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Inadequate PP leads to: delays
in appropriate packaging
cost increases
improvisation of actions including incorrect short cuts in the procurement process
Procurement takes a long time and one must plan!!
Lead time Administrative
Mobilization
Manufacture
Delivery / Construction
PROCUREMENT PLANNING
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PROCUREMENT PLANNING DECIDE STRATEGY
SEPARATE CONTRACTS FOR EACH COMPONENT
OR
SINGLE RESPONSIBILITY FOR GROUPS OF CONTRACTS
OR
TURNKEY FOR ENTIRE PROJECT
CONSIDERATIONS
TECHNICAL INTERFACE
SOURCES OF SUPPLY
COORDINATION CAPABILITY
TIME
PACKAGE
SIMILAR ITEMS
TRANSPORTATION
GOODS vs WORKS vs SERVICES
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CHOICE OF PROCEDURE ICB
NCB
LIB
SHOPPING
SINGLE SOURCE
CONSULTANT PROCEDURES (QCBS, QBS, LCS, FB, CQ, ETC.)
SCHEDULING ASSESS: LEAD TIME
• ADMINISTRATIVE REQUIREMENTS AND PROCESS
• CONTRACT PERFORMANCE
• REVIEW PROCESS
DETERMINE CRITICAL PATH
• DEVELOP SCHEDULE FOR EACH CONTRACT
ASSESS STAFF RESOURCES
MONITOR PERIODICALLY
PROCUREMENT PLANNING
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LARGE WATER PUMPS (PRODUCTION MODEL)
LEAD TIME
DELIVERY
TIME INSTALLATION ADM. TIME
– ADVERTISE
– PREP. BID DOCs
– BANK NO OBJ.
– ISSUE B.D.
– EVALUATE BIDS
– BANK NO OBJ.
– SIGN CONTRACT
– ISSUE L/C
– RECEIVE PERFORM.
SECURITY
RECEIVE L/C
PACKAGE
ARRANGE
SHIPPING
INSURANCE
DELIVER TO
PORT
ARRIVE AT
PORT
• UNLOAD SHIP
• CLEAR CUSTOMS
• LOAD TRUCK
• DELIVER SITE
• UNLOAD & STORE
(Protect)
• INSTALL
• TEST
• ACCEPTANCE
WARRANTY PERIOD (12-18 MONTHS)