Procurement Framework and Regulations for Projects After July 1, 2016




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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:

  1. 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.
  2. 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.
  3. 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.
  4. 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. 

Guidance:

Templates:

Other:

 

STANDARD PROCUREMENT DOCUMENTS for use after July 1, 2016 Image

*SPD Overview for Practitioner

The World Bank has prepared the Standard Procurement Documents (SPD) below
for international competitive procurement. 
Please see this table for previous versions of SPD.

*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
- Request for Quotation for Goods, EnglishFrenchSpanish
- Direct Procurement of Goods, EnglishFrenchSpanish

Procurement of Small​ Works
- Direct Proc​urement, EnglishFrenchSpanish
- ​Request for Quotation​, EnglishFrenchSpanish​

Request for Proposals Consulting Services for Procurement under COVID-19 Emergency Response Operations, EnglishFrenchSpanish

Request for Offers for Framework Agreements, Procurement of Goods under COVID-19 Emergency Response Operations, EnglishFrench​, Spanish

CONSULTING SERVICES

Request for Proposals - Consulting Services (Supervision) [December 2019French​]

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 2017FrenchSpanish]

Request for Bids [October 2017FrenchSpanish]  

INFORMATION SYSTEMS 
Request for Bids [June 2020French​]

​Initial Selection document [October 2017FrenchSpanish]

Request for Proposals [June 2020​French]
MANAGEMENT SERVICES 
Prequalification Document [October 2017FrenchSpanish​]

Request for Bids Septem​ber 2020
NON-CONSULTING SERVICES
Request for Bids
[February 2020French​Spanish
[Pre-ESF February 2020FrenchSpanish​]

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)
January 2021Pre-ESF January 2021

Request for Bids (without prequalification) 
January 2021Pre-ESF January 2021

Design and Build
Request for Proposal (Single Stage)
January 2021Pre-ESF January 2021

Request for Proposal (Two Stage)
January 2021Pre-ESF January 2021

Engineering Procurement and Construction/Turnkey
Request for Proposal (Single Stage)
January 2021Pre-ESF January 2021

Request for Proposal (Two Stage) 
January 2021Pre-ESF January 2021


Design, Build and Operation for Water and Wastewater Treatment Plants
Request for Proposal (Single Stage)
January 2021Pre-ESF January 2021  

Request for Proposal (Two Stage)
January 2021Pre-ESF January 2021

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.

See more information: 
World Bank Launches Contractor Disqualification to Strengthen Prevention of Gender-Based Violence (GBV)

Prequalification Document
January 2021

Request for Bids (after prequalification)
January 2021, Pre-ESF January 2021

Request for Bids (without prequalification)
January 2021, Pre-ESF January 2021

Design and Build
Initial Selection January 2021

Request for Proposal (Single Stage)
January 2021, Pre-ESF January 2021

Request for Proposal (Two Stage)
January 2021, Pre-ESF January 2021

Engineering Procurement and Construction/Turnkey
Initial Selection January 2021

Request for Proposal (Single Stage)
January 2021, Pre-ESF January 2021

Request for Proposal (Two Stage)
January 2021, Pre-ESF January 2021

Design, Build and Operation for Water and Wastewater Treatment Plants
Guidance Note for SPD for Water and Wastewater Treatment Plants

Initial Selection Document January 2021

Request for Proposal (Single Stage)
January 2021, Pre-ESF January 2021

Request for Proposal (Two Stage)
January 2021, Pre-ESF January 2021

Water Loss Reduction, Performance Based Contracts (two-envelope process)
Guidance Note for SBD for Water Loss Reduction Performance Based Contract

Request for Bids
February 2020Pre-ESF February 2020

Roads (Output and Performance Based Road Contracts)
Request for Bids
July 2020Pre-ESF July 2020

French Civil Law
 (French)
Request for Bids
June 2020Pre-ESF June 2020

Small Works
Request for Bids - (1 envelope process)
December 2019FrenchSpanish
Pre-ESF December 2019Spanish

Request for Bids - (2 envelope process)
December 2019FrenchSpanish
Pre-ESF December 2019Spanish

Plant 
Request for Bids (after prequalification)
January 2021Pre-ESF January 2021

Request for Bids (without prequalification)
January 2021Pre-ESF January 2021

Initial Selection Document [February 2020​French​]

Request for Proposals (two-stage) [February 2020​Fr​ench​] [Pre-ESF February 2020]

​Request for Proposals(single-stage) [November 2018]

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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 – EnglishFre​nch, 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 - EnglishFrench, Spanish
- Delivery of Outputs - EnglishFrench, Spanish
- Procurement of Vehicles - EnglishFrench, Spanish
- Procurement of Supplies - EnglishFrench, 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 - EnglishFrench, Spanish
- Outputs - EnglishFrench, 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

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WORKS

Request for Bid Documents User's Guides

Training

Access our E-Learning

Presentation: The new Procurement Framework and the new Standard Procurement Documents (SPDs) (April 7, 2017)   Related Questions and Answers

This presentation introduces the new suite of SPDs launched in July 2016. It introduces the new SPD features resulting from the Procurement Regulations and the circumstances in which they are applied. It provides information on:

1.  How the SPDs were developed
2.  Details of the new Request for Proposal SPDs for goods, works and non-consulting services
3.  Key regulatory changes, and how these are reflected in the SPDs, including:

- Eligibility
- Performance Based Specifications
- Value for Money and Rated Criteria
- New Request for Proposal SPDs and Initial Selection
- Best and Final Offer (BAFO) and Negotiations
- Sustainable Procurement
- Abnormally Low Tenders
- Most Advantageous Bid/Proposal
- Notification of Intention to Award
- Standstill Period, Debriefs and Complaints
- Value Engineering

Webinar: Enhancement of ESHS Outcomes Through Procurement (related questions and answers)
The webinar discusses the key ESHS enhancements and how they work in practice (from planning through to contract implementation). These enhancements have been made in order to improve contract performance and outcomes, and achieve better value for money. Enhancements have been made to the following documents:

  • Standard Procurement Documents  (SPDs) applicable for Projects with Concept Notes after July 1, 2016;
  • Standard Bidding Documents (SBDs) applicable for Projects with Concept Notes before July 1, 2016; and
  • Standard Request for Proposal (RFP) document in regards to the selection of the supervising engineer of works contracts.

Private Sector Webinar: How to Complain (related Questions and Answers)
The webinar provides an overview on the types of complaints covered by the Procurement Regulations for Borrowers and the process for review and resolution of these complaints, covering among other topics: how these complaints shall be submitted and handled; general requirements and timelines for filing and resolving the complaints; the application of standstill period; debriefing by the Borrower; and the roles and responsibilities of the private sector, Borrowers and the World Bank in relation to the covered complaints.

New Procurement Framework Deep-Dive for IFI Liaisons (April 3, 2018) (related questions and answers)
The seminar provides in-depth knowledge and understanding of the following topics of the New Procurement Framework:

The seminar also includes a presentation on Corporate Procurement.

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PREVIOUS VERSIONS of SPDs for use after July 1, 2016 
Please go to table above for current versions.
CONSULTING SERVICES 
​​​Request for Proposals - Pre-ESF 
October 2017FrenchSpanish
January 2017FrenchSpanish
July 2016
EDUCATION (Textbooks)
Request for Bids 
October 2017FrenchSpanish
January 2017FrenchSpanish
July 2016

GOODS

Request for Bids (1 envelope process)
October 2017FrenchSpanish
January 2017FrenchSpanish
July 2016Spanish

Request for Bids (2 envelope process)
October 2017FrenchSpanish
January 2017FrenchSpanish
July 2016Spanish

HEALTH (Pharmaceuticals, Vaccines and Condoms)

Prequalification Document 
January 2017FrenchSpanish
July 2016

Request for Bids 
January 2017FrenchSpanish
July 2016French

INFORMATION SYSTEMS 

Request for Bids
October 2017FrenchSpanish
January 2017FrenchSpanish
July 2016

​Initial Selection document
January 2017FrenchSpanish
July 2016

Request for Proposals
October 2017French,Spanish
January 2017FrenchSpanish
July 2016

MANAGEMENT SERVICES 

Prequalification Document 
January 2017FrenchSpanish
July 2016Spanish

Request for Bids
October 2017FrenchSpanish
January 2017FrenchSpanish
July 2016

NON-CONSULTING SERVICES 

Request for Bids 
October 2017FrenchSpanish 
January 2017FrenchSpanish
July 2016

WORKS 

Prequalification Document
February 2020Spanish​
July 2019
October 2017FrenchSpanish
January 2017FrenchSpanish
July 2016

Request for Bids (after prequalification)
[December 2019Spanish] [ Pre-ESF December 2019Spa​nish]
July 2019Pre-ESF July 2019

Request for Bids (without prequalification)
[December 2019Spanish] [Pre-ESF December 2019Spanish]
July 2019Pre-ESF July 2019

Design and Build
Initial Selection [February 2020Spanish​]​
August 2019

Request for Proposal (Single Stage)
[December 2019Spanish] [Pre-ESF December 2019Spanish]​

Request for Proposal (Two Stage)
[December 2019Spanish​] [Pre-ESF December 2019Spanish​]

Engineering Procurement and Construction/Turnkey
Initial Selection [July 2020]

Request for Proposal (Single Stage) [July 2020] [Pre-ESF July 2020]

Request for Proposal (Two Stage) [July 2020] [Pre-ESF July 2020]

Design, Build and Operation for Water and Wastewater Treatment Plants
Initial Selection Document ​[February 2020Spanish
August 2019

Request for Proposal (Single Stage)
[December 2019Spanish] [Pre-ESF December 2019Spanish]
August 2019Pre ESF August 2019

Request for Proposal (Two Stage) [December 2019Spanish] [Pre-ESF December 2019]
​August 2019Pre ESF August 2019

​​Water Loss Reduction, Performance Based Contracts (two-envelope process)
Request for Bids 
September 2019Pre-ESF September 2019]​

Roads (Output and Performance Based Road Contracts)
Request for Bids
October 2017FrenchSpanish
January 2017FrenchSpanish
​​July 2016French

Works French Civil Law (French)
Request for Bids 
October 2017January 2017​​ 
2007

Small Works (2 envelope process)  
Request for Bids 
October 2017FrenchSpanish
January 2017FrenchSpanish
July 2016

Small Works (1 envelope process)
Request for Bids 
October 2017FrenchSpanish
January 2017FrenchSpanish
July 2016Spanish

Plant
Request for Bids (after prequalification)
December 2019FrenchSpanish
Pre-ESF December 2019
October 2017FrenchSpanish​
January 2017FrenchSpanish​
July 2016

Request for Bids (without prequalification)
December 2019FrenchSpanish
Pre-ESF December 2019
October 2017FrenchSpanish
January 2017FrenchSpanish
July 2016

Initial Selection Document 
October 2017French,Spanish
January 2017FrenchSpanish
July 2016

Request for Proposals (two-stage)
October 2017FrenchSpanish
January 2017, FrenchSpanish
July 2016French