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Presentation to Norwegian Delegation May 13, 2004

Presentation to Norwegian Delegation May 13, 2004. Rebecca Post Procurement Policy and Services Group. Working for a world free of poverty. Presentation Overview. Procurement Responsibilities and Principles Selection of Consultants Procurement of Goods and Works Sources of Information.

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Presentation to Norwegian Delegation May 13, 2004

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  1. Presentation to Norwegian DelegationMay 13, 2004 Rebecca PostProcurement Policy and Services Group Working for a world free of poverty

  2. Presentation Overview • Procurement Responsibilities and Principles • Selection of Consultants • Procurement of Goods and Works • Sources of Information Working for a world free of poverty

  3. PROCUREMENT PRINCIPLES • Need for economy and efficiency • Give all eligible (qualified) bidders opportunity to compete • Encourage development of national industries in borrowing countries • Procurement process to be transparent Working for a world free of poverty

  4. Goods and Works Introduction International Competitive Bidding Other Methods Appendices (includes guidance to bidders) Consulting Services Introduction Quality and cost-based selection Other Methods Appendices (includes guidance to consultants) Procurement Guidelines Working for a world free of poverty

  5. BANK GUIDELINES FOR CONSULTANT SELECTION • Public notification for large assignments • Restricted competition (shortlisting) • Standard Request for Proposals • Different selection methods are specified in the loan agreement Working for a world free of poverty

  6. SELECTION METHODS • Quality- and Cost-Based Selection (QCBS) • Quality-Based Selection (QBS) • Fixed Budget (FB) • Least Cost Selection (LCS) • Consultants’ Qualifications (CQ) • Single Source Selection (SS) Working for a world free of poverty

  7. Making the Shortlist • Begin research early in the project cycle • Contact, visit client before shortlisting. • Express interest promptly, selectively • Expression of Interest (EOI): • Brief information on firm’s qualifications • Relevant technical and regional experience • Identify national partner firm, consultants Working for a world free of poverty

  8. Preparing the Proposal • Pre-proposal visit • Address the Terms of Reference (TOR) clearly, comprehensively • Emphasize innovative technical solutions • Qualified Consultants in Key Staff positions • Firm Provides Strong Technical Leadership Working for a world free of poverty

  9. Preparing the Proposal • Cite directly relevant technical and regional experience • Involve national partner consulting firm or individual consultants • Do not vary from standard RFP forms • Make sure that your proposal is carefully prepared and easy to evaluate: use charts, diagrams, color • Professional and polished proposals will win! Working for a world free of poverty

  10. Equipment/Civil Works • International competitive bidding for large contracts • International advertising • Use of English, French or Spanish • Public bid opening • Use of Standard Bidding Documents • Contract awarded to lowest priced “responsive bid” • Meets technical requirements • Documentation is prepared correctly and submitted on time

  11. OTHER METHODS • LIB - Limited Int’l 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.

  12. BIDDERS RECOURSE(Appendix IV of the Guidelines) • Address all queries or complaints to the client - the borrower • Copy queries/complaints to World Bank sector director and Regional Procurement Adviser • Write to your embassy in borrower’s country or commercial attaché in Washington to expedite • Bidders may request a debriefing Working for a world free of poverty

  13. Revisions to the Guidelines • Open eligibility • Borrowers may use e-procurement procedures (ranging from online advertising to full e-tendering) • Bid security at discretion of borrower • Advertising required in UNDB and dgMarket for all International Competitive Bidding and large-value consulting contracts

  14. Revisions – cont. • Enhanced disclosure of results • Fraud and corruption enhanced to include coercive practices • Borrowers to state in Bidding Documents if alternative bids will be considered • Annual or 18-month procurement plan – greater adaptability to project needs

  15. 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 Working for a world free of poverty

  16. How to Track Opportunities • UN Development Business and dgMarket (fee-based online services) • www.devbusiness.comwww.dgmarket.com • General Procurement Notices • Requests for Expressions of Interest • Invitations to prequalify • Invitations for bids (also referred to as Specific Procurement Notices) Working for a world free of poverty

  17. How to win - briefly • Read everything you can • Make contacts in the country • Identify local partners • Respect local customs • Solve the client’s problem. Don’t impose your view. Working for a world free of poverty

  18. How to win - briefly • Respond precisely to technical specifications. • Unclear? Ask up front, do NOT guess or assume. • Submit bid/proposals in time. Bids that are even one minute late will be rejected. • Assess the competition. Compete where YOU are competitive. Working for a world free of poverty

  19. Learn more www.worldbank.org/procure Procurement guidelines Standard bidding and proposal documents And more! Working for a world free of poverty

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