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World Bank Procurement Guidelines and Business Opportunities

World Bank Procurement Guidelines and Business Opportunities. Nancy Bikondo - Omosa Procurement Specialist Procurement Policy and Services Group November 2013. The Role of the Bank and the Borrower in Bank Financed Procurement Procurement of Goods, Works and Non- Consulting Services

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World Bank Procurement Guidelines and Business Opportunities

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  1. World Bank Procurement Guidelines and Business Opportunities Nancy Bikondo - Omosa Procurement Specialist Procurement Policy and Services Group November 2013

  2. The Role of the Bank and the Borrower in Bank Financed Procurement • Procurement of Goods, Works and Non- Consulting Services • Procurement of Consulting Services • Business Opportunities Agenda

  3. The Role of the Bank and the Borrower in Bank Financed Procurement

  4. IBRD/IDA Lending in FY13 Fiscal Year 2013 = July 1, 2012 to June 30, 2013

  5. FY13 Top Ten IBRD Borrowers

  6. Sector Lending Trends FY13

  7. Assess country system, project’s procurement capacity and potential risks • Assist borrower in procurement planning • Provide procurement training/ knowledge sharing • Monitor compliancewithloan/credit agreement and procurement plan • Prior review, Post review, Independent review • Translations The Bank’s Role in Procurement

  8. 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

  9. Contractual Relationships COMPLAINTS/ AUDITS WORLD BANK IMPLEMENTING AGENCY (Borrowing Country Government) BIDDING DOCUMENTS/ CONTRACTS LOAN/ CREDIT AGREEMENT SUPPLIER/ CONTRACTOR/ CONSULTANT

  10. Procurement of Goods, Works and Non- Consulting Services

  11. Procurement Guidelines(Content/Structure) • Introduction • International Competitive Bidding • Other Methods of Procurement • Appendices

  12. 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 International Competitive Bidding (ICB)

  13. 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.

  14. How to Win • 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

  15. Procurement of Consulting Services

  16. Consulting Services Consultant Guidelines(Content/Structure) • Introduction • Quality- and Cost-Based Selection • Other Methods of Selection • Types of Contracts and Important Provisions • Selection of Individual Consultants • Appendices

  17. Consultant Selection 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

  18. Selection Methods • Quality- and Cost-Based Selection QCBS • Quality-Based Selection QBS • Fixed Budget FBS • Least Cost Selection LCS • Consultants’ Qualifications CQS • Single Source Selection SSS

  19. Borrower’s Role in Consultant Selection Borrower’s Role • Short lists, invites, and selects • Negotiates and contracts • Supervises and makes payments

  20. Short List • 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

  21. Consultants’ Strategy 1 Target assignments based on regional experience and technical qualifications 3 Understand roles of Borrower and Bank 2 4 Obtain background information on project: Target marketing at appropriate time

  22. Making the Short List • 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

  23. Preparing the Proposal Preparation Steps (Part 1) • 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

  24. Preparing the Proposal Preparation Steps (Part 2) • 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

  25. 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! Submitting Proposals

  26. 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 Guidance to Bidders/Consultants Appendix 3 of the Guidelines

  27. Business Opportunities & Trends

  28. How to Track Opportunities World Bank website www.worldbank.org • 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

  29. Borrower activity Business Opportunities inBank-Funded Projects: Project Cycle Country Assistance Strategy Project Identification Evaluation ProjectPreparation Project Supervision Project Appraisal Implementation LoanNegotiations Loan Approval and Signing Jointactivity World Bank activity

  30. Borrower activity Business Opportunities inBank-Funded Projects: Goods & Works Goods Works Implementation

  31. Borrower activity Business Opportunities in Bank-Funded Projects: Consulting Services Country Assistance Strategy Project Identification Evaluation Consulting Services Project Preparation Project Supervision Project Appraisal Implementation Jointactivity World Bank activity

  32. Learn More Procurement website www.worldbank.org/procure • Procurement & Consultants Guidelines • Standard Bidding and Proposal Documents • Guide to Business Opportunities • Other

  33. THANK YOU

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