On this page:
- Overview
- The Procurement Framework - Policy, Regulations, Guidance
- Standard Procurement Documents (SPD)
- Previous versions of SPDs
- UN Agencies
- Alternative Procurement Arrangements (APA)
- Training
OVERVIEW
The World Bank has a new, modern and business-friendly Procurement Framework. This modernized approach means greater focus on value for money, more ways for bidders to differentiate bids, and more opportunities for dialogue and discussion.
World Bank procurement staff are based in 72 countries to support borrowers throughout the procurement process. Staff work with governments to achieve the highest bidding and contract management standards to get the best development result.
Under the new procurement framework, there are four key innovations to help businesses and country clients:
- Needs and risks of a project are analyzed through a Project Procurement Strategy for Development (PPSD). This analysis enables the borrower to have a strategy on how best to engage with bidder. The analysis will ensure that procurement processes are fit for purpose, allow choice, and are appropriate to the size, value, and risk of the project.
- Value for Money has been introduced as a core procurement principle in all procurements financed by the World Bank. This means a shift in focus from the lowest evaluated compliant bid to bids that provide the best overall value for money, taking into account quality, cost, and other factors as needed.
- The approach to resolving procurement-related complaints has been significantly improved with capacity to promptly respond to any concerns during the procurement process. A standstill period has been introduced - a pause between identifying who should win the contract and actually awarding them the contract so that other bidders can voice any concerns before a contract is actually legally formed and awarded.
- The World Bank will be more involved in contract management of procurements with high value and high risk to ensure the best possible outcomes and that problems are resolved quickly.
The Procurement Framework
(Other languages are added as they become available.)
The Regulations provide many choices for Borrowers to design the right approach to market, and specify the rules that must be followed. Complementing the Regulations are a series of Guidance Notes, the Standard Procurement Documents (SPDs), templates and other resources, all linked below.
- Procurement Policy in Investment Project Financing (IPF) and Other Operational Procurement Matters: July 2016 English, Chinese
- Procurement Regulations for Investment Project Financing (IPF) Borrowers: November 2020 English
Previous version: August 2018, Chinese, French, Spanish
Note: Summary of Revisions. Translations in progress. - Previous version: November 2017, English, French, Spanish
- Previous version: July 2016, English
Arabic, Chinese, French, Japanese, Portuguese, Russian, Spanish, Turkish, Vietnamese
Disclaimer: If any discrepancies, the English version will prevail. - Procurement Directive
- Procurement Procedure
Guidance:
- A Beginner’s Guide for Borrowers - Procurement under World Bank IPF, English, Chinese
- Conflict of Interest (see Template section below for declaration template)
- Contract Management, General Principles
- Contract Management, Practice
- Contract Price Adjustment Computation Workbook (Excel)
- Competitive Dialogue: How to undertake a Competitive Dialogue Procurement Process
- Environmental, Social, Health & Safety in Procurement
- Evaluation Criteria, English, Chinese
- Finding Business Opportunities and Winning Contracts Financed by the World Bank, English, Chinese
- Guidance on Framework Agreements
- Health – Medical Diagnostic Equipment – A Buyer’s Guide
- Health – Medical Diagnostic Equipment – Engaging an Expert Consultant
- Identification and Treatment of Abnormally Low Bids and Proposals, English, Chinese
- Operations Procurement Review Committee
- Procurement Hands-on Expanded Implementation Support
- Procurement Noncompliance in IPF Operations
- Procurement Post Review, Independent Procurement Review, and Integrated Fiduciary Reviews
- Procurement-Related Complaints, English, Chinese, Spanish
- Procurement in Situations of Urgent Need of Assistance or Capacity Constraints
- Project Procurement Strategy for Development (PPSD) - Long Form Detailed Guide, July 2016
- Project Procurement Strategy for Development (PPSD) - Short Form, February 2017, English, Chinese, Spanish
- Public Private Partnerships (PPP)
- Standard Procurement Documents - An Overview
- Sustainable Procurement
- Thresholds for Procurement Approaches and Methods by Country
- Use of Negotiations and Best and Final Offer (BAFO) in Procurement of Goods, Works, and Non-consulting Services
- Value for Money, English, Chinese
Templates:
- Project Procurement Strategy for Development (PPSD) Long Form Template
- PPSD Short Form Template
- General Procurement Notice (GPN) Template for Projects using the Procurement Regulations for IPF Borrowers
- Textual Part of Procurement Plan for Projects using the Procurement Regulations for IPF Borrowers, English, French
- Letter of Acceptance of the World Bank’s Anti-Corruption Guidelines and Sanctions Framework (Bidders, Proposers or Consultants), English, French, Spanish
- Letter of Acceptance of the World Bank’s Anti-Corruption Guidelines and Sanctions Framework (Contractors, Suppliers or Consultants), English, French, Portuguese, Spanish
- Sample format of Request for Expression of Interest (REoI)
- Conflict of Interest Declaration Template
Other:
- Key Stages in Procurement (diagram)
- An example of decision logic when designing fit for purpose procurement processes
STANDARD PROCUREMENT DOCUMENTS for use after July 1, 2016
*SPD Overview for Practitioner The World Bank has prepared the Standard Procurement Documents (SPD) below *Please note: All pre-January 2021 SPDs versions will be replaced progressively with January 2021 versions to incorporate provisions related to Bank’s disqualification mechanism for non-compliance with SEA/SH obligations. |
COVID-19 EMERGENCY RESPONSE |
Request for Quotations and Direct Procurement of Goods Procurement of Small Works Request for Proposals Consulting Services for Procurement under COVID-19 Emergency Response Operations, English, French, Spanish Request for Offers for Framework Agreements, Procurement of Goods under COVID-19 Emergency Response Operations, English, French, Spanish |
CONSULTING SERVICES |
Request for Proposals - Consulting Services (Supervision) [December 2019, French] Request for Proposals - Consulting Services (Non-supervision) [December 2019] Request for Proposals - Pre-ESF [December 2019] |
EDUCATION (Textbooks) |
Request for Bids August 2020 |
GOODS |
Request for Bids - Goods (1 envelope process) August 2020 Request for Bids - Goods - Framework Agreement (1 envelope process) January 2018 Request for Bids - Goods (2 envelope process) August 2020 Request for Proposals - Goods (2 envelope process) August 2020 |
HEALTH (Pharmaceuticals, Vaccines and Condoms) |
Prequalification Document [October 2017, French, Spanish] |
INFORMATION SYSTEMS |
Request for Bids [June 2020, French] Initial Selection document [October 2017, French, Spanish] Request for Proposals [June 2020, French] |
MANAGEMENT SERVICES |
Prequalification Document [October 2017, French, Spanish] Request for Bids September 2020 |
NON-CONSULTING SERVICES |
Request for Bids [February 2020, French, Spanish] [Pre-ESF February 2020, French, Spanish] |
WORKS For procurement process initiated on or after January 1, 2021, under projects assessed as high risk for SEA/SH. Bank’s disqualification mechanism for non-compliance with SEA/SH obligations applies. See more information: World Bank Launches Contractor Disqualification to Strengthen Prevention of Gender-Based Violence (GBV) |
Request for Bids (after prequalification) Request for Bids (without prequalification) Design and Build January 2021, Pre-ESF January 2021 Engineering Procurement and Construction/Turnkey Request for Proposal (Single Stage) January 2021, Pre-ESF January 2021 Request for Proposal (Two Stage) January 2021, Pre-ESF January 2021
Request for Proposal (Two Stage) |
WORKS For Procurement process initiated on or after January 1, 2021 where Bank’s disqualification mechanism for non-compliance with SEA/SH obligations DOES NOT APPLY. |
Prequalification Document Request for Bids (after prequalification) Design and Build Request for Proposal (Single Stage) Request for Proposal (Two Stage) Engineering Procurement and Construction/Turnkey Request for Proposal (Single Stage) Request for Proposal (Two Stage) Design, Build and Operation for Water and Wastewater Treatment Plants Initial Selection Document January 2021 Request for Proposal (Single Stage) Water Loss Reduction, Performance Based Contracts (two-envelope process) Request for Bids Request for Bids - (2 envelope process) Plant Request for Proposals (two-stage) [February 2020, French] [Pre-ESF February 2020] |
UN AGENCIES – Please see below for some Standard Forms of Agreements
*For further guidance, please contact unagencies@worldbank.org
FAO - Food and Agriculture Organization [May 2017]
- Memorandum of Agreement
- Technical Assistance - English, French, Spanish
- Outputs - English, French
ILO - International Labour Organization [November 2016]
- Memorandum of Agreement
- Technical Assistance
- Outputs
IOM - International Organization for Migration [May 2018]
- Memorandum of Agreement
- Technical Assistance
- Outputs
UNDP - United Nations Development Programme [April 2019]
- Approval of Agreement
- Technical Assistance – English, French, Spanish
- Outputs - English, Spanish
UNESCO – United Nations Education, Scientific and Cultural Organization [December 2013]
- Technical Assistance – English, French, Spanish
UNFPA – United Nations Population Fund
- Health Supplies [January 2020] – English, French
- Technical Assistance [October 2014] – English, French
UNICEF - United Nations Children's Fund [April 2019]
- Approval of Agreement
- Outputs - English, French
- Supplies - English, Spanish
UNIDO - United Nations Industrial Development Organization
- Memorandum of Agreement – June 2016, December 2016
- Outputs [December 2016] – English, French
- Technical Assistance [June 2016] – English, French
UNOPS – United Nations Office for Project Services [August 2016]
- Memorandum of Agreement
- Technical Assistance - English, French, Spanish
- Delivery of Outputs - English, French, Spanish
- Procurement of Vehicles - English, French, Spanish
- Procurement of Supplies - English, French, Spanish
WFP - World Food Programme [June 2017]
- Memorandum of Agreement
- Technical Assistance
- Supplies - English, French
- Delivery of Outputs [September 2020]
WHO - World Health Organization [November 2016]
- Memorandum of Agreement
- Technical Assistance - English, French, Spanish
- Outputs - English, French, Spanish
WMO - World Meteorological Organization [October 2018]
- Approval of Agreement
- Technical Assistance
ALTERNATIVE PROCUREMENT ARRANGEMENTS (APAs)
The use of Alternative Procurement Arrangements (APAs) was approved by the Board of the World Bank in July 2015 as part of the New Procurement Framework.
An assessment methodology has been developed and is being tested to assess the legal and regulatory framework, and the capacity and capability of a borrower implementing agency. It uses as its base the Organization for Economic Co-Operation and Developments (OECD) Methodology for Assessing Procurement Systems (MAPS). The assessment methodology has been designed to include an additional Pillar, covering procurement operations and the use of minimum standards. It also uses an evidence based approach, analyzing procurement data and, gathering the views of the Private Sector and Civil Society Organizations (CSO).
See the Draft Guide to the Assessment, English, Chinese.
The principles governing APAs consider whether agency procurement arrangements, including procurement performance and governance, provide assurance that the Bank’s financing will be used for the intended purpose(s), and in accordance with the Bank’s Core Procurement Principles:
· Value for money
· Economy
· Efficiency
· Integrity
· Fit for purpose
· Transparency
· Fairness
*******
|
|
WORKS |
|
Request for Bid Documents | User's Guides |