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World Bank Procurement Guidelines and Business
Opportunities
Nancy Bikondo - OmosaProcurement Specialist
Procurement Policy and Services GroupNovember 2013
The Role of the Bank and the Borrower in Bank Financed Procurement
Procurement of Goods, Works and Non- Consulting Services
Procurement of Consulting ServicesBusiness Opportunities
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AGENDA
The Role of the Bank and the Borrower in Bank
Financed Procurement
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IBRD/IDA LENDING IN FY13
273 Operations
IBRD 90 (33%)
IDA 183 (67%)
$31.1 Billion
IBRD $14.8 billion (48%)
IDA $16.2 billion (52%)
Fiscal Year 2013 = July 1, 2012 to June 30, 2013
FY13 Top Ten IBRD Borrowers
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Borrower No. of Projects
Commitments (US $)
Percentage of Total Amount*
Brazil 11 3,076 9.9%
Vietnam 12 1,982 6.4%
Indonesia 9 1,721 5.5%
Bangladesh 7 1,567 5.0%
China 14 1,540 5.0%
Africa 8 1,470 4.7%
India 9 1,326 4.3%
Poland 1 1,308 4.2%
Turkey 3 1,301 4.2%
Ethiopia 3 1,115 3.6%
*FY 13 Commitment Total 31029.42
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Sector Lending Trends FY13
Major Sector IBRD/IDA Amt (US$ mil)
Transportation 4,461,129,127Water/sanitation/flood protection 2,464,591,609Energy & mining 1,806,454,750Health & social services 966,808,134Public admin, Law 676,471,608Agriculture 544,722,635Education 325,144,628Info & communication 132,008,272Finance 58,802,193Industry and trade 48,167,836
Result 11,484,300,791
Assess country system, project’s procurement capacity and potential risks
Assist borrower in procurement planning Provide procurement training/ knowledge
sharing Monitor compliance with loan/credit
agreement and procurement plan
Prior review, Post review, Independent review
Translations
THE BANK’S ROLE IN PROCUREMENT
Design procurement plans Prepare and issue bidding/Proposal documents Invite bids Receive and evaluate bids/proposals Award contracts Implement/ contract payment
Monitor compliance with loan/credit agreement and procurement plan- Audit
THE BORROWER’S ROLE IN PROCUREMENT
CONTRACTUAL RELATIONSHIPS
WORLD BANK SUPPLIER/CONTRACTOR/CONSULTANT
IMPLEMENTING AGENCY(Borrowing Country Government)
LOAN/ CREDIT AGREEMENT
BIDDING DOCUMENTS/ CONTRACTS
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COMPLAINTS/ AUDITS
Procurement of Goods, Works
and Non- Consulting Services
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I. IntroductionII. International Competitive
BiddingIII. Other Methods of Procurement IV. Appendices
PROCUREMENT GUIDELINES(CONTENT/STRUCTURE)
International advertising UNDB online and The World Bank
External Website Standard Bidding Documents
Website: www.worldbank.org Public bid opening Evaluation and comparison of bids
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INTERNATIONAL COMPETITIVE BIDDING (ICB)
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OTHER METHODS• LIB - Limited International Bidding
• Direct invitation to suppliers
• NCB - National Competitive Bidding• Country’s rules with some modifications if
necessary
• Shopping• Price quotations from at least three suppliers
• Direct Contracting• Reconstruction, spare parts, etc.
HOW TO WIN
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• Be informed about the country, project, processes, and competition
• Identify local partners and possible associations• Understand local customs, laws, markets• Respond adequately to technical specifications• Submit timely and high-quality bid/proposals• Contact the Implementing Agency to address
any need for clarifications or other concerns
Procurement ofConsulting Services
CONSULTANT GUIDELINES(CONTENT/STRUCTURE)
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Consulting ServicesI. IntroductionII. Quality- and Cost-Based SelectionIII. Other Methods of SelectionIV. Types of Contracts and Important
ProvisionsV. Selection of Individual ConsultantsVI. Appendices
CONSULTANT SELECTION
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Basic Principles• Economy and efficiency• Quality & fair selection process• Development of national consultants
from borrowing member countries• Transparency
• Public notification for assignments• Standard Request for Proposals• Different selection methods are
specified in the loan agreement
Bank Guidelines
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• Quality- and Cost-Based Selection QCBS
• Quality-Based Selection QBS
• Fixed Budget FBS
• Least Cost Selection LCS
• Consultants’ Qualifications CQS
• Single Source Selection SSS
SELECTION METHODS
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Borrower’s Role in Consultant Selection
• Short lists, invites, and selects
• Negotiates and contracts
• Supervises and makes payments
BORROWER’S ROLE
SHORT LIST
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• Six firms with a wide geographic spread
• No more than two from any one country
• Shortlist may comprise all national firms for smaller contracts
• All short listed firms must be qualified
• Participation of national consultants encouraged
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Country Assistance Strategy (CAS)
Sector Strategies
Project Appraisal Document (PAD)
Project Information Document (PID)
Obtain background information on project:
Understand roles of Borrower and Bank
Target assignments based on regional experience and technical qualifications
Target marketing at appropriate time
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CONSULTANTS’ STRATEGY
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• Contact, visit client before short-listing
• Identify national partner firm, consultants
• Monitor advertisements systematically
• Express interest promptly, selectively
• Expression of Interest (EOI):
• Brief information on firm’s qualifications
• Relevant technical and regional experience
MAKING THE SHORT LIST
PREPARING THE PROPOSAL
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• Conduct a pre-proposal visit
• Fully address the Terms of Reference (TOR)
• Emphasize innovative technical solutions
• Offer qualified consultants in key staff positions
• Provide strong technical leadership
Preparation Steps (Part 1)
PREPARING THE PROPOSAL
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• Cite directly relevant technical and regional experience
• Involve national partner consulting firm or individual consultants
• Avoid deviation from standard RFP forms
• Facilitate evaluation of proposal by using charts, diagrams, color where possible
Preparation Steps (Part 2)
• Respond precisely to the requirements of the proposal
• Provide highly qualified staff and ensure that they are actually available for the assignment
• Do not falsify qualifications!
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SUBMITTING PROPOSALS
GUIDANCE TO BIDDERS/CONSULTANTS APPENDIX 3 OF THE GUIDELINES
• Address all queries or complaints to the client (the Borrower)• Send copies of communications to the Bank or write
to the Bank directly when borrowers do not respond promptly, or if the communication is a complaint against the Borrower. • Address to World Bank Task Team Leader, copy to
Country Director and Regional Procurement Manager• Bidders may request a debriefing
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Business Opportunities &
Trends
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HOW TO TRACK OPPORTUNITIES
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• Country Assistance Strategy• Sector Support Strategy• Monthly Operational Summary• Project Information Document• Project Appraisal Document• Contract Awards• UN Development Business (UNDB)• REOI for consultants hired by World Bank
World Bank websitewww.worldbank.org
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Country Assistance StrategyCountry Assistance Strategy
Project IdentificationProject Identification
Project PreparationProject Preparation
Project AppraisalProject Appraisal
Loan NegotiationsLoan NegotiationsLoan Approval and SigningLoan Approval and Signing
Project SupervisionProject Supervision
ImplementationImplementation
EvaluationEvaluation
World Bank activityJoint activity Borrower activity
Business Opportunities inBank-Funded Projects: Project
Cycle
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ImplementationImplementation
Borrower activity
GoodsWorksGoodsWorks
Business Opportunities inBank-Funded Projects: Goods
& Works
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Country Assistance StrategyCountry Assistance Strategy
Project IdentificationProject Identification
Project PreparationProject Preparation
Project AppraisalProject Appraisal
Project SupervisionProject Supervision
ImplementationImplementation
EvaluationEvaluation
World Bank activityJoint activity Borrower activity
ConsultingServices
ConsultingServices
Business Opportunities in Bank-Funded Projects:
Consulting Services
LEARN MORE
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• Procurement & Consultants Guidelines• Standard Bidding and Proposal Documents• Guide to Business Opportunities• Other
Procurement websitewww.worldbank.org/procure
THANK YOU
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