SE ad Introducing the IsDB New Procurement FrameworkSe ed eeu New Procurement Reference Documents | Standard Procurement Documents 1732 Introduction & Learning Objectives: This Lesson explores the key features of the Standard Procurement Documents. After completing this lesson, youll be able to Identify the key common changes in the Standard Procurement Documents Determine when and how to use the Standard Procurement DocumentsLame etc ei New Procurement Reference Documents | Standard Procurement Documents 2132 Overview of Standard Procurement Documents Five types of Standard Procurement Documents (SPDs) Sample Standard Re01 ‘Shopping Document for Procurement of Works and Goods (2 documents) PS &PP Templates Pre-qualification Document a) Standard RFP Selection of Consultants RFP Financial Auding on a valuation ‘St Evaluation Report Consultants ea ‘StEraluation Report Gods and Works Procurement of Plant Procurement of Goods Users’ Guides ‘SBD Works Major Works User's Guide for POD for Proc of Works ‘880 Works Smaler Contracts User's Guide for S2D Major Works ‘O. ‘SPDanuary 2019od Introducing the IsDB New Procurement Framework New Procurement Reference Documents | Standard Procurement Documents 3132 Features of SPDs and SBDs [New SPDs are mandatory for international competitive procurements where the project is approved after 31" March 2018. ‘SPDs may be used (as amended) for national competitive procurements, with the Bank’s prior agreement. ae oe DB oo 2 a © oe Ze ck each abo eam more.‘308, sm To US ecco gl New Procurement Reference Documents | Standard Procurement Documents 3132 Features of SPDs and SBDs for national competitive procurements ‘mandatory for new procurement processes for ongoing projects processed before the 1" April 2019 regardless ofthe date eerie an eo ee cert "New Procurement Framework‘308, sm To US ecco gl New Procurement Reference Documents | Standard Procurement Documents 3132 Features of SPDs and SBDs Pare See E modified to reflect the font ean eins omer Set‘308, sm To US ecco gl New Procurement Reference Documents | Standard Procurement Documents 3132 Features of SPDs and SBDs Sen See SetsRamm ge ert = New Procurement Reference Documents | Standard Procurement Documents 4132 Benefits of 80s Beneficaries are mandated to use the SPDs when available. Guaranteeing better quality of Beneficiarys documents ‘Serving a training tools for Bank staff as well as Beneficiaries Se ees ce!Se ed eeu New Procurement Reference Documents | Standard Procurement Documents 5/22 Common Key Changes Some key changes are commen to many of the new SPDs teary an dad Neu ad ita Popes Frets LSS ness hae tien ean ker, Pome alt ‘Sati Dhet ContSe ed eeu New Procurement Reference Documents | Standard Procurement Documents 6132 Nw Award Criteria Contract is awarded tothe Bidder offering the most \Value for Money (VEN) ‘© Substantaly responsive tothe Bidding document, + Lowest evaluated cost + Time schedule + Life cycle costs Monetization in evaluation of bids for goods/equipment: + Availabilty of spare parts in the Purchaser's Country * Deviations in payment schedule + Performance and productivity ofthe equipment * Cost of major replacements * other minor nonconformitiesSN Introducing the IsDB New Procurement Framework New Procurement Reference Documents | Standard Procurement Documents 7032 ‘Abnormally Low Bid/Proposal ‘Abnormally Low Bid (ALB) may occur where the price appears unreasonably low, tothe extent that it raises material concems about the bidder's/proposer’s capability to perform the contract for that price. to Manage an ALB/P ir Beneficiay analyzes | Beneficiary eee) thejustifeationto | decides potential verifyifitprovides | whetherto Ci cos Cera validation of the price | proposalSe ed eeu New Procurement Reference Documents | Standard Procurement Documents 8132 Unbalanced or FrontLoaded Bids Unbalanced ofront-Joaded bids occur if the prices for items to be executed atthe beginning of the ‘contract have been increased and prices for items at the end of the project have been decreased without. altering the total cost. Bidder may need to provide written clarifications. Beneficiary may + Accept the Bid Increase the total amount of the performance security not exceeding 20% fof the contract amount + Reject the BidSe ed eeu New Procurement Reference Documents | Standard Procurement Documents 9132 Notification of intention to Award and StandstilPetiod Once Beneficiary decides who to award contract to a Bidder, it must send a Notification of Intention to Award (NIA) to inform. other bidders/proposers. ta ‘standstill Period rl Pd Intention to Award Sn Peer ere carn eo = a as ck och abo ean more.‘308, sm To US ecco gl New Procurement Reference Documents | Standard Procurement Documents 9132 Notification of nention to Avard and Stands eid ee rer NIA sent to each bidder/proposer that submitted bid/proposal Ee ee ee Fee eo eg ‘and instructions on how to request a debriefing and/or submit ‘ procurement-elated complaintUe or 2 are ‘New Procurement Reference Documents | Standard Procurement Documents. Noi etn Arran tri eid peony RE ee ats Senate) Perens Deere errata eee 932New Procurement Reference Documents | Standard Procurement Documents 9132 Notification of intention to Award and StandstillPetiod rere er) ‘Standstil period may be extended by 5 Business Days after the debriefing takes place if eer et Deer Se ge ee ati lle al eae Lalla) ELCNew Procurement Reference Documents | Standard Procurement Documents 9132 Notification of intention to Award and StandstilPetiod ead ‘Standstil period is not extended if Bidder/Proposer submits alate request for a debriefing, Se ene an an ed ‘No later than 15 Business Days after publication of the Contract Award Notice seenod Te a ee ee New Procurement Reference Documents | Standard Procurement Documents 10/32 Procurement Related Complaints Procedure for Procurement-elated Complaints is detailed in| ‘Annex C of the Procurement Guidelines for Goods & Works. New Provisions have been added in the ITB & BDS, ‘A Procurerent-elated Complaint may challenge: + The terms of the Bidding document ‘The Beneficiary’s decision to exclude the ‘complainant prior to the contract award * The Beneficiary’s decision to award the contractSo ° New Procurement Reference Documents | Standard Procurement Documents 11732 Environmental, Social, Health & Safety New optional Environmental, Social, Health & Safety (ESHS) requirements have been added inthe SPDs 10 support application of sustainable procurement. * Code of conduct that applies to Contractor's personnel in compliance with ESHS obligations + Management strategy & implementation plans ‘0 manage trafic, water resources, et * ESHS performance securitySe ed eeu New Procurement Reference Documents | Standard Procurement Documents 12732 Definition of BusinessDay In SPDs a ‘day’ is a calendar day, unless itis specified asa ‘Business Day ‘A Business day is any day thats an official ‘working day ofthe Beneficiary, excluding officlal public holidays, Examples of when Business Days apply The calculation ofthe Standstill Period + The period within which bidders/proposers may request a debriefing + Time allowed for submission of procurement ~ related complaintsIntroducing the IsDB New Procurement Framework New Procurement Reference Documents | Standard Procurement Documents 13/32 Knowledge Check Lets check your understanding, Identify which ofthe following statements related tothe Standard Procurement Documents are true or false. & Standard Procurement Documents (SPDs) are of five types. [New SPDs are mandatory for international competitive procurements where the Project is approved after Apri 30, 2020 Cost of major replacements cannot be monetized in evaluation of bids for ‘Goods or equipment’. Incase of frontloaded bids, the Beneficiary can deci feject the bid or propose whether to accept or @@e00e ‘Standstil period is not extended if Bidder/Proposer submits alate request fora debrief.od Introducing the IsDB New Procurement Framework New Procurement Reference Documents | Standard Procurement Documents 14/32 ‘SB0s for Procurement of Pant ‘880s for Procurement of Plant may be used in contracts involving the design, supply, installation and commissioning of specially engineered plant and equipment. = a7 ye gl | OE) Cck each tab to lea more. @New Procurement Reference Documents | Standard Procurement Documents 14/32 ‘SB0s for Procurement of Pant petitive Bidding among Ceri eet SEE Se oesNew Procurement Reference Documents | Standard Procurement Documents 14/32 ‘SB0s for Procurement of Pant eee Se te eet eySe eeu New Procurement Reference Documents | Standard Procurement Documents 14/32 ‘SB0s for Procurement of Pant ey ec) De aoeod Te a ee ee New Procurement Reference Documents | Standard Procurement Documents 15/32 ‘SB0s for Procurement of Major Works. Use of $80 for procurement of major works is mandatory in major works contracts (those estimated to cost more than ‘USD $10 milion), Ee Cck each tab to lea more. @New Procurement Reference Documents | Standard Procurement Documents 15/32 ‘SB0s for Procurement of Major Works ey Ce ent E met) ee SoS Seen areNew Procurement Reference Documents | Standard Procurement Documents 15/32 ‘S80 for Procurement of Major Works etna ear eette te)od Introducing the IsDB New Procurement Framework New Procurement Reference Documents | Standard Procurement Documents 16/32 ‘SB0s for Procurement of Small Works ‘880s for procurement of small works contain certain well-defined sections. Suitable under national competitive bidding — ws ) Cck each tab to lea more. @New Procurement Reference Documents | Standard Procurement Documents 16/32 ‘SB0s for Procurement of Small Works Paracas peered ee Dene pee ees See aeNew Procurement Reference Documents | Standard Procurement Documents 16/32 ‘SB0s for Procurement of Smal Works ee a ee eta)New Procurement Reference Documents | Standard Procurement Documents 16/32 ‘SB0s for Procurement of Small Works Part 3 - Conditions of Contract & Contract Forms Seen eee erat no)od Introducing the IsDB New Procurement Framework New Procurement Reference Documents | Standard Procurement Documents 17732 ‘Standard Request fr Proposals for Selection of Consultants ‘Standard Request for Proposals (SRFP) used with different selection methods described in “Guidelines forthe Procurement of Consultant Services”, Inclusion of common provisions. SS = =, S° WF ws ck each abo eam more. éNew Procurement Reference Documents | Standard Procurement Documents 17732 ‘Standard Request fr Proposals for Selection of Consultants ey ate eer Tos CoS) Sacer rer] Dee a CerNew Procurement Reference Documents | Standard Procurement Documents 17732 ‘Standard Request fr Proposals for Selection of Consultants Coote eet Cer)New Procurement Reference Documents | Standard Procurement Documents 17732 ‘Standard Request fr Proposals for Selection of Consultants Seed Tes Eee‘308, sm To US ecco gl New Procurement Reference Documents | Standard Procurement Documents 17732 ‘Standard Request fr Proposals for Selection of Consultants ey cers ervision of construction Sere Deod Te a ee ee New Procurement Reference Documents | Standard Procurement Documents 18/32 ‘Standard Shopping Documents ‘Standard shopping documents are used for procurement of small value works or goods. (tek each tab lean more‘308, sm To US ecco gl New Procurement Reference Documents | Standard Procurement Documents 18/32 ‘Standard Shopping Documents ree Sener ni De ed‘308, sm To US ecco gl New Procurement Reference Documents | Standard Procurement Documents 18/32 ‘Standard Shopping Documents re oe Baroy ee oe Sufficient numberof local and/or foreign suppllrs (minimum three) See oe cod See eee esSe ed eeu New Procurement Reference Documents | Standard Procurement Documents 19/32 Knowledge Check Let's check your understanding, Select he correct statements related tothe Standard Procurement Documents. There may be more than one correct answer. “AA. Bidders must propose concept design at Bidding stage for Procurement of Plant {G) B. Use of S80 for major Works s mandatory for procurements of works estimated to cost more than USD $10 milion, CC. Standard Request for Proposals can be used only with FBS or LCS. 1. Relevant elements of SRFP cannot be simplified for COS based selection “Q\E. Standard shopping documents are applicable fo simple local civil works and for lovevalue offthe-shelf goods.Ramm ge ert = New Procurement Reference Documents | Standard Procurement Documents 20/32 Lesson Summary ‘The key takeaways ofthe lesson are: See ee ee ee ceRamm ge ert = New Procurement Reference Documents | Standard Procurement Documents 20/32 Lesson Summary ‘The key takeaways ofthe lesson are: Dae eu aSE ad Introducing the IsDB New Procurement FrameworkSe ed eeu = New Procurement Reference Documents | Set of Guidance Notes 232 Introduction & Learning Objectives: This Lesson explores the key features of the set of quidance notes. After completing this lesson, youl be able to Cen Rete ete!Introducing the IsDB New Procurement Framework New Procurement Reference Documents | Set of Guidance Notes py B PQ (GS ose Overview of Guidance NotesLame etc ei New Procurement Reference Documents | Set of Guidance Notes 23/32 key Guidance Notes Allthe 19 Guidance Notes are of high importance, but 6 ofthese are often and widely used ~ as listed here. rt PROCUREMENT Soe PROCUREMENT PLAN/ RELATED COMPLAINTS. Bed ‘STRATEGY DOCUMENT. HANDLING a ADVANCED, CONTRACTING AND RETROACTIVE FINANCING. PROCUREMENT IN HANDS-ON FRAGILE AND CONFLICT IMPLEMENTATION ‘AFFECTED STATES. SUPPORT PRIOR AND POST REVIEWod Introducing the IsDB New Procurement Framework New Procurement Reference Documents | Set of Guidance Notes pays Procurement Strategy Guidance Note ‘The Procurement Strategy Guidance Note has 9 Sections and 4 Annexes. ar ore Annexes ‘Annex |~ Example Procurement Plan ‘Annex Il ~ Procurement Options and Recommencations Templates ‘Anne ill ~ Project Overview Template Click the Procurement Strategy button to ‘Annex IV ~ Procurement Strategy Template download and view this Guidance Note. @Lame etc ei New Procurement Reference Documents | Set of Guidance Notes 25/32 Procurement Related Complaints Handing Guidance Note {AllComplaints must be handled in accordance withthe Bank's complaints handling review procedures, or as agreed with the Bank The Procurement Related Complaints Handling Guidance Notes has 6 Sections and 2 Annexes. Annexes ‘Annex! ~ Complaint Ternplate lek each section to lear more. @ ‘annex I~ Acknowledgement of ProcurementRelated Complaint Templateod Te a ee ee New Procurement Reference Documents | Set of Guidance Notes 25/32 Procurement Related Complaints Handing Guidance Note {AllComplaints must be handled in accordance withthe Bank's complaints handling review procedures, or as agreed with the Bank The Procurement Related Complaints Handling Guidance Notes has 6 Sections and 2 Annexes. en tc ee ee Respont qa Peer Annexes ‘Annex | ~ Complaint Template Click the Complaints Handling button to Annex'l~ Acknowiedgemert of Procurement-Related Complaint Template download and view tis Guidance Note. @SN Introducing the IsDB New Procurement Framework New Procurement Reference Documents | Set of Guidance Notes 26/32 Prior and Post Review Guidance Nate ‘The choice between Prior Review and Post Review is determined based on the project and contract-specific procurement risks and/or values. “The Prior and Post Review Guidance Note has 4 Sections and 1 Annex. Sa Rood Annexes ‘Annex! ~ 1808 Member Countries lek each section to lear more. @Se ed eeu New Procurement Reference Documents | Set of Guidance Notes 232 Knowledge Check Lets check your understanding, Identify which ofthe following statements related tothe Set of Guidance Notes are true or false. True False oO © ° ‘The leDB New Procurement Framework includes a set of 19 Guidance Notes ‘Accomplaint handling system le net ertial for any publi procurement system. ©o@ Prior Review is indicated for high value and/or highiek procurements.Se ed eeu New Procurement Reference Documents | Set of Guidance Notes 2e/32 ‘Advanced Contracting and Retroactive Financing Guidance Note ‘Advance Contracting is carrying out any procurement process before signature ofthe Financing Agreement (FA) Retroactive financing is reimbursement by the Bank of payments made by the Beneficiary under a contract prior to signing ofthe FA. ‘The Advance Contracting and Retroactive Financing Guidance Notes has 3 Sections and 1 Annex. ST Ron Annexes ‘Annex! ~ 1808 Member Countries Click each section toleam more. @ Ea +eSe ed eeu New Procurement Reference Documents | Set of Guidance Notes 2e/32 ‘Advanced Contracting and Retroactive Financing Guidance Note ‘Advance Contracting is carrying out any procurement process before signature ofthe Financing Agreement (FA) Retroactive financing is reimbursement by the Bank of payments made by the Beneficiary under a contract prior to signing ofthe FA. ‘The Advance Contracting and Retroactive Financing Guidance Notes has 3 Sections and 1 Annex. ‘Advanced Contracting | Retroactive Financing ‘Annex ~ IDB Member Counties Chk the Advance & Rerosctve buon 0 download and view this Guldance Noe. @Se ed eeu New Procurement Reference Documents | Set of Guidance Notes 20/32 Procurement in Fragile and Conflict Affected States Guidance Note Fragility is a state with weak capacity to carry out the basic functions of governing @ population and its territory The Procurement in Fragile and Conflict Affected States Guidance Note has 3 Sections and 2 Annexes. Section Poy Annexes ‘Annex! ~1sD8 Member Countries ‘Annex I~ Summary of Measures for Fragile, Cont Affected Click each section toleam more. @ and Emergency SituationsSe ed eeu New Procurement Reference Documents | Set of Guidance Notes 20/32 Procurement in Fragile and Conflict Affected States Guidance Note Fragility is a state with weak capacity to carry out the basic functions of governing @ population and its territory The Procurement in Fragile and Conflict Affected States Guidance Note has 3 Sections and 2 Annexes. Pree sectin2 | SOS sections as Se eecierieied ctr Introduction Caren neni Soni ex ease SE aaSe ed eeu New Procurement Reference Documents | Set of Guidance Notes 30/32 Hands On Expanded implementation Support Guidance Note 808 may provide Beneficiary with Hands-On Expanded Implementation Support (HEIS) for procurements where Beneficiary is in urgent need of assistance because of disaster, conflict, or capacity constraints because of fragilty. HEIS does not imply execution by the Bank on behalf of the Beneficiary. The HEIS Guidance Note has 2 Sections and 1 Annex. So Annexes een ere Aanex\~ 108 Meer Counties °Se ed eeu New Procurement Reference Documents | Set of Guidance Notes 30/32 Hands On Expanded implementation Support Guidance Note 808 may provide Beneficiary with Hands-On Expanded Implementation Support (HEIS) for procurements where Beneficiary is in urgent need of assistance because of disaster, conflict, or capacity constraints because of fragilty. HEIS does not imply execution by the Bank on behalf of the Beneficiary. The HEIS Guidance Note has 2 Sections and 1 Annex. | ae ry a De cae es te ec os Click the HEIS button to download and view tis Guidance Nowe. @ ‘Annex I~ IsDB Member CountriesIntroducing the IsDB New Procurement Framework New Procurement Reference Documents | Set of Guidance Notes 31/32 Knowledge Check Let's check your understanding, Select the correct statements related tothe Set of Guidance Notes. ‘There may be more than one correct answer “AX Fraaltyis a state with weak capacity to carry out the basic functions of governing a population and its tertory. 8. sD8 may provide Beneficiary with Hands-On Expanded implementation Support for procurements J) where Beneficiary isn urgent need of assistance because of disaster, conflict, or capacity constrains because of fragility, C. Advance Contracting is carrying out of the selection procedure after signature of the Financing Agreement,Ramm ge ert = New Procurement Reference Documents | Set of Guidance Notes 32/32 Lesson Summary ‘The key takeaways ofthe lesson are: ‘Advance Contracting is carrying out ofthe selection procedure before signature of the Financing Agreement.Lame etc ei So New Procurement Reference Documents | Set of Guidance Notes 32/32 Lesson Summary AAAAANANADANANAAAADAAAN ANAT ANAT AAA DATTA DAAAT AAT AAA AAT AAT ‘The key takeavigys ofthe lesson are eee eee eee eee co Dee Eee ee Ey Cee eee ed