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Overview of Operational Procurement 1 Nancy Bikondo - Omosa Procurement Specialist Procurement Policy and Services Group J une 2013

Overview of Operational Procurement WSS Operational... · Overview of Operational Procurement 1 Nancy Bikondo - Omosa Procurement Specialist Procurement Policy and Services Group

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Page 1: Overview of Operational Procurement WSS Operational... · Overview of Operational Procurement 1 Nancy Bikondo - Omosa Procurement Specialist Procurement Policy and Services Group

Overview of Operational Procurement

1

Nancy Bikondo - OmosaProcurement Specialist

Procurement Policy and Services GroupJune 2013

Page 2: Overview of Operational Procurement WSS Operational... · Overview of Operational Procurement 1 Nancy Bikondo - Omosa Procurement Specialist Procurement Policy and Services Group

The Roles in Bank Financed Procurement

Procurement of Goods, Works and Non-

Consulting Services

Procurement of Consulting Services

Business Opportunities

2

AGENDA

Page 3: Overview of Operational Procurement WSS Operational... · Overview of Operational Procurement 1 Nancy Bikondo - Omosa Procurement Specialist Procurement Policy and Services Group

The Roles in Bank Financed

Procurement

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Page 4: Overview of Operational Procurement WSS Operational... · Overview of Operational Procurement 1 Nancy Bikondo - Omosa Procurement Specialist Procurement Policy and Services Group

CONTRACTUAL RELATIONSHIPS

WORLD BANK SUPPLIER/

CONTRACTOR/

CONSULTANT

IMPLEMENTING AGENCY(Borrowing Country Government)

LOAN/ CREDIT AGREEMENT

BIDDING DOCUMENTS/ CONTRACTS

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COMPLAINTS/ AUDITS

Page 5: Overview of Operational Procurement WSS Operational... · Overview of Operational Procurement 1 Nancy Bikondo - Omosa Procurement Specialist Procurement Policy and Services Group

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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Page 6: Overview of Operational Procurement WSS Operational... · Overview of Operational Procurement 1 Nancy Bikondo - Omosa Procurement Specialist Procurement Policy and Services Group

Procurement of

Goods, Works

and Non- Consulting

Services

Page 7: Overview of Operational Procurement WSS Operational... · Overview of Operational Procurement 1 Nancy Bikondo - Omosa Procurement Specialist Procurement Policy and Services Group

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I. Introduction

II. International Competitive Bidding

III. Other Methods of Procurement

IV. Appendices

PROCUREMENT GUIDELINES(CONTENT/STRUCTURE)

Page 8: Overview of Operational Procurement WSS Operational... · Overview of Operational Procurement 1 Nancy Bikondo - Omosa Procurement Specialist Procurement Policy and Services Group

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)

Page 9: Overview of Operational Procurement WSS Operational... · Overview of Operational Procurement 1 Nancy Bikondo - Omosa Procurement Specialist Procurement Policy and Services Group

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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.

Page 10: Overview of Operational Procurement WSS Operational... · Overview of Operational Procurement 1 Nancy Bikondo - Omosa Procurement Specialist Procurement Policy and Services Group

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• Contact the Implementing Agency to address

any need for clarifications or other concerns

Page 11: Overview of Operational Procurement WSS Operational... · Overview of Operational Procurement 1 Nancy Bikondo - Omosa Procurement Specialist Procurement Policy and Services Group

Procurement of

Consulting Services

Page 12: Overview of Operational Procurement WSS Operational... · Overview of Operational Procurement 1 Nancy Bikondo - Omosa Procurement Specialist Procurement Policy and Services Group

CONSULTANT GUIDELINES(CONTENT/STRUCTURE)

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Consulting ServicesI. Introduction

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

Page 13: Overview of Operational Procurement WSS Operational... · Overview of Operational Procurement 1 Nancy Bikondo - Omosa Procurement Specialist Procurement Policy and Services Group

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

Page 14: Overview of Operational Procurement WSS Operational... · Overview of Operational Procurement 1 Nancy Bikondo - Omosa Procurement Specialist Procurement Policy and Services Group

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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

Page 15: Overview of Operational Procurement WSS Operational... · Overview of Operational Procurement 1 Nancy Bikondo - Omosa Procurement Specialist Procurement Policy and Services Group

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

Page 16: Overview of Operational Procurement WSS Operational... · Overview of Operational Procurement 1 Nancy Bikondo - Omosa Procurement Specialist Procurement Policy and Services Group

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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

Page 17: Overview of Operational Procurement WSS Operational... · Overview of Operational Procurement 1 Nancy Bikondo - Omosa Procurement Specialist Procurement Policy and Services Group

Business Opportunities

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Page 19: Overview of Operational Procurement WSS Operational... · Overview of Operational Procurement 1 Nancy Bikondo - Omosa Procurement Specialist Procurement Policy and Services Group

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Country Assistance Strategy

Project Identification

Project Preparation

Project Appraisal

Loan NegotiationsLoan Approval and Signing

Project Supervision

Implementation

Evaluation

World Bank activityJoint activity Borrower activity

Business Opportunities in

Bank-Funded Projects: Project Cycle

Page 20: Overview of Operational Procurement WSS Operational... · Overview of Operational Procurement 1 Nancy Bikondo - Omosa Procurement Specialist Procurement Policy and Services Group

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Implementation

Borrower activity

GoodsWorks

Business Opportunities in

Bank-Funded Projects: Goods & Works

Page 21: Overview of Operational Procurement WSS Operational... · Overview of Operational Procurement 1 Nancy Bikondo - Omosa Procurement Specialist Procurement Policy and Services Group

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Country Assistance Strategy

Project Identification

Project Preparation

Project Appraisal

Project Supervision

Implementation

Evaluation

World Bank activityJoint activity Borrower activity

ConsultingServices

Business Opportunities in Bank-Funded

Projects: Consulting Services

Page 22: Overview of Operational Procurement WSS Operational... · Overview of Operational Procurement 1 Nancy Bikondo - Omosa Procurement Specialist Procurement Policy and Services Group

LEARN MORE

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• Procurement & Consultants Guidelines• Standard Bidding and Proposal Documents• Guide to Business Opportunities• Other

Procurement websitewww.worldbank.org/procure

Page 23: Overview of Operational Procurement WSS Operational... · Overview of Operational Procurement 1 Nancy Bikondo - Omosa Procurement Specialist Procurement Policy and Services Group

THANK YOU

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