Project Procurement - Policies, Guidelines, Documents for Projects Before July 2016



Procurement Policies, Guidelines and Documents below are for Projects Prior to July 1, 2016
  • For projects already underway, unless the World Bank agrees otherwise, please use the resources below.
  • These are for use by Borrowers and their implementing agencies in the procurement of goods, works and consulting services related to World Bank projects.
  • Starting July 1, 2016, the World Bank's new Procurement Framework goes into effect.

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On this page:
- Overview
Guidelines
Standard Procurement Documents
Publishing Procurement Notices and Awards
Thresholds, Legal Agreements
- UN Agencies

 

 

OVERVIEW

The following are policies, procedures, and guidance governing procurement in Bank-financed projects, for use by Borrowers and their implementing agencies.

When the World Bank provides financing to its member countries for investment projects, each project is governed by a legal agreement between the World Bank and the Borrower government agency who receives the funds. One of the key obligations in the "loan agreement" is that governments abide by the Bank's procurement policies, as detailed in the Guidelines for Procurement and the Consultant Guidelines.

The Procurement Guidelines establish the arrangements to be made for procuring the goods and works (including related services) required for the project. The Consultant Guidelines define the procedures for selecting, contracting, and monitoring consultants required for projects. The Borrower is responsible for advertising business opportunities arising from Bank-financed projects.

 

**NEW: Mandatory Note to Borrowers to mitigate forced labor risk in the procurement of  solar panels/components
There is a significant risk of forced labor in the global supply chain for solar panels and solar components. To support forced labor risk mitigation, the Bank requires Borrowers to strengthen procurement documents that include solar panels/components for the “core functions of  a project” as defined in the World Bank Environmental and Social Framework. These strengthened measures include: forced labor bidder declarations, qualification requirements, strengthened forced labor contractual provision, and mandatory prior review/No-objection by the Bank. The new requirements apply to both  international and national competitive procurement and any direct selection/direct contracting within the scope of application. The requirements apply to new procurement (advertised, invited or awarded through direct contracting) on or after January 1st, 2022. See details in: Mandatory note

 

Guidelines for Procurement under IBRD Loans and IDA Credits and Grants

Goods, Works, and Non-Consulting Services July 2014, French, Spanish
Previous versions:
English: 2011, 2010200620041999
French: 2011, 2006, 2004, 1999
Spanish: 2011, 2010, 2006, 2004, 1999

Selection and Employment of Consultants by World Bank Borrowers July 2014, French, Spanish
Previous versions:
English: 2011, 20102006200420021999
French: 20112006, 2004
Spanish: 2011, 20102002

Guidance Notes:





STANDARD PROCUREMENT DOCUMENTS (SPD):

Procurement of Works  
January 2021 - To be used for contracts under Projects assessed as high risk for Sexual Exploitation and Abuse (SEA) and Sexual Harassment (SH). The disqualification mechanism for non-compliance with SEA/SH obligations APPLIES.

March 2021 - To be used where Bank’s disqualification mechanism for non-compliance with SEA/SH obligations DOES NOT APPLY.

Previous English versions:
January 2020Spanish
July 2019

Prequalification Document for Procurement of Works January 2021
For use in prequalifying applicants who express an interest in bidding on large building and civil engineering contracts under ICB procedures. The principles may also be applied if prequalification is needed under NCB.

To note, versions prior to July 2019 include a User's Guide.
Previous English versions: February 2020July 2019October 2017January 20172007, 2006
Chinese: 2006
French: 20172011, 2004
Spanish: February 2020October 2017January 201720102006

Procurement of Small Works March 2021 EnglishSpanish
Previous English versions: January 2020October 2017January 201720152012, 2010, 2008, 2007, 2004
Spanish: January 2020October 2017January 20172010, 2008, 2004
French: October 2017January 20172004

Procurement of Works - French Civil Law (document in French)
Le présent Dossier Type d’Appel d’Offres (DTAO) pour la passation des des marchés de travaux a été préparé par la Banque mondiale à l'intention de ses emprunteurs, ayant une tradition de droit civil, pour la passation de marchés de travaux par Appel d'offres ouvert international (AOI).

April 2021 - To be used for contracts under Projects assessed as high risk for Sexual Exploitation and Abuse (SEA) and Sexual Harassment (SH). The disqualification mechanism for non-compliance with SEA/SH obligations APPLIES

April 2021​ - To be used where Bank's disqualification mechanism for non-compliance with SEA/SH obligations DOES NOT APPLY.

Previous version: June 2020October 2017January 201720122007

Procurement of Goods June 2021
Use of this document is mandatory in the procurement of goods through ICB.
Previous English versions: 20152013, 2010, 2007, 2006, 2005, 2004, 2003
Spanish: 2013, 2010, 2004, 2000
French: 2013, 2005, 20042000
Chinese: 2007, 2005, 2004

Procurement of Health Sector Goods - Pharmaceuticals, Vaccines, and Condoms  June 2021
Mandatory for the procurement of pharmaceuticals, vaccines, and condoms through ICB. For the purpose of these documents, pharmaceuticals also include nutritional supplements and oral and injectable hormonal forms of contraception.
Previous versions: 20152014200820042003
Spanish: 2001
French: 201420042000

Technical Note [May 2006]
Clinton Foundation Modifications [April 2004]: English, Spanish, French

Procurement of Textbooks and Reading Materials June 2021
Use of this document is mandatory in the procurement of textbooks through ICB. Use applies when a prequalification process has not taken place before bidding.
Previous English versions: 20152014, 2004, 2003
French: 2014

Procurement of Works and Services Under Output- and Performance-based Road Contracts 
February 2021 EnglishFrench - To be used for contracts under Projects assessed as high risk for Sexual Exploitation and Abuse (SEA) and Sexual Harassment (SH). The disqualification mechanism for non-compliance with SEA/SH obligations APPLIES.

February 2021 EnglishFrench ​ - To be used where Bank’s disqualification mechanism for non-compliance with SEA/SH obligations DOES NOT APPLY.

Previous English versions: July 2020October 2017January 20172006
French: October 2017
Spanish: October 2017January 2017

Standard Request for Proposals – Selection of Consultants April 2021​​
Use is mandatory in the selection of consulting firms under the assignments above US$300,000.
Previous English versions: January 2020October 2017January 20172015
French: October 20172015
Spanish: January 2020January 2017

Procurement of Plant Design, Supply, and Installation & User's Guide June 2021
Previous English versions:  202020152010, 2008
Spanish: 202020102008
French: 2014

Supply and Installation of Information Systems – Single-Stage Bidding June 2021
Previous English version: June 20202008

 

Templates:

General Procurement Notice
Invitation for Pre-Qualification
Request for Expression of Interest
Specific Procurement Notice

Other Documents:
Procurement Plan Template
Key Stages in Procurement (diagram)
An example of decision logic when designing fit for purpose procurement processes

 

UN Agencies

Please visit this page to see the UN Agency Standard Forms of Agreement
*For further guidance, please contact unagencies@worldbank.org

 

Haven't found what you're looking for? Check the Procurement Document Archives

 

Last Updated: Jul 12, 2021


Publishing Procurement Notices and Contract Awards

World Bank borrowers must advertise consulting and bidding opportunities, and also publish contract awards (in accordance with paragraphs 2.5 and 2.31 of the Guidelines on Employment of Consultants by World Bank Borrowers and paragraphs 2.7 and 2.59 of the Guidelines on Procurement of Goods, Works, and Non-Consulting Services, 2011 versions). Details of these requirements are detailed in Annex 1 of both documents.

See data on Major Contract Awards

How to Advertise Procurement Notices
The Bank strongly encourages borrowers to use the Client Connection (CC) website when publishing notices. Notices submitted through Client Connection are automatically sent to UNDB online, dgMarket, and the Bank’s external website.
To establish an account in CC, borrowers should request registration information using the link on the bottom of the CC home page, being sure to request Procurement access.

Current CC users that need assistance with publishing notices can use the Feedback feature available on all CC pages, which will notify the Client Connection team in ISG. Alternatively, they can contact their project’s procurement team.
Bank staff assisting Borrowers are to use Client Connection when publishing notices. Bank staff should contact Regional staff indicated in the table below for assistance.

Tools:

Template for creating official procurement notice (you can enter text directly online into CC or you can draft it in the template and then cut and paste into the online form)
Quick reference guide to Publishing notices through CC

Templates for completing Contract Awards
Contracts Awarded by ICB
Contracts Awarded by QCBS, QBS, FBS, and LCS
Contracts Awarded by DC, CQS, and SS



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