Overview of Operational Procurement. Nancy Bikondo - Omosa Procurement Specialist Procurement Policy and Services Group June 2013
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1 Overview of Operational Procurement Nancy Bikondo - Omosa Procurement Specialist Procurement Policy and Services Group June
2 AGENDA The Roles in Bank Financed Procurement Procurement of Goods, Works and Non- Consulting Services Procurement of Consulting Services Business Opportunities 2
3 The Roles in Bank Financed Procurement 3
4 CONTRACTUAL RELATIONSHIPS WORLD BANK COMPLAINTS/ AUDITS SUPPLIER/ CONTRACTOR/ CONSULTANT LOAN/ CREDIT AGREEMENT IMPLEMENTING AGENCY (Borrowing Country Government) BIDDING DOCUMENTS/ CONTRACTS 4
5 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 5
6 Procurement of Goods, Works and Non- Consulting Services
7 PROCUREMENT GUIDELINES (CONTENT/STRUCTURE) I. Introduction II. International Competitive Bidding III. Other Methods of Procurement IV. Appendices 7
8 INTERNATIONAL COMPETITIVE BIDDING (ICB) International advertising UNDB online and The World Bank External Website Standard Bidding Documents Website: Public bid opening Evaluation and comparison of bids 8
9 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. 9
10 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 Contact the Implementing Agency to address any need for clarifications or other concerns 10
11 Procurement of Consulting Services
12 CONSULTANT GUIDELINES (CONTENT/STRUCTURE) I. Introduction Consulting Services II. Quality- and Cost-Based Selection III. Other Methods of Selection IV. Types of Contracts and Important Provisions V. Selection of Individual Consultants VI. Appendices 12
13 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 13
14 SELECTION METHODS Quality- and Cost-Based Selection Quality-Based Selection Fixed Budget Least Cost Selection Consultants Qualifications Single Source Selection QCBS QBS FBS LCS CQS SSS 14
15 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 15
16 CONSULTANTS STRATEGY 1 Target assignments based on regional experience and technical qualifications 3 Understand roles of Borrower and Bank 2 Obtain background information on project: 4 Target marketing at appropriate time Country Assistance Strategy (CAS) Sector Strategies Project Appraisal Document (PAD) Project Information Document (PID) 16
17 Business Opportunities 17
18 HOW TO TRACK OPPORTUNITIES World Bank website 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 18
19 Business Opportunities in Bank-Funded Projects: Project Cycle Country Assistance Strategy Evaluation Project Identification Project Supervision Project Preparation Implementation Project Appraisal Loan Approval and Signing Loan Negotiations Joint activity World Bank activity Borrower activity 19
20 Business Opportunities in Bank-Funded Projects: Goods & Works Implementation Goods Works 20 Borrower activity
21 Business Opportunities in Bank-Funded Projects: Consulting Services Country Assistance Strategy Evaluation Project Identification Project Supervision Consulting Services Project Preparation Implementation Project Appraisal Joint activity World Bank activity Borrower activity 21
22 LEARN MORE Procurement website Procurement & Consultants Guidelines Standard Bidding and Proposal Documents Guide to Business Opportunities Other 22
23 THANK YOU 23
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