On this page:
- Procurement Framework
Regulations, Policy, Directive,
Mandatory Notes
- User Support Material
Procurement Guidance and Resources
Procurement Tools and Templates - Standard Procurement Documents (SPD)
- UN Agencies - Standard Form Agreements
- Alternative Procurement Arrangements (APA)
- Training
- Previous versions of SPDs
1. The Procurement Framework
The Procurement Framework
ľ¹ÏÓ°Ôº's Procurement Framework governs projects financed by Investment Project Financing (IPF). The Framework was launched in July 2016. It supports Borrower¡¯s achieve value-for-money with integrity in delivering sustainable development. The Framework promotes flexibility in tailoring procurement approaches that are fit-for-purpose and reflect choice, quality, and value for money in public spending.
Mandatory Documents
The Procurement Framework comprises mandatory requirements set out in the Regulations, Policy, Directive and Procedure. The Regulations govern the procurement of Goods, Works, Non-Consulting Services, and Consulting Services for IPF operations financed in whole, or in part, by the World Bank. The Regulations specify the rules that must be followed, but also provide flexibility for Borrowers to design the right approach to market taking into account country and project specific risks, issues and opportunities.
Supporting Documents
The application of the Procurement Framework is supported by a suite of Standard Procurement Documents (SPDs), Procurement Guidance, tools, templates listed below.
Translations
Various translations of documents have been provided. Additional translations will be added as they become available.
Prevailing version: In the case of a discrepancy between the English version and a translated version the English version shall prevail.
Regulations, Policy, Directive, Procedure
- Bank Regulations
Procurement Regulations for Investment Project Financing (IPF) Borrowers
September 2023: , ,
Retired previous versions:- November 2020: , , , ,
- August 2018: , , ,
Note: - November 2017: , ,
- July 2016: , , , , , ,
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- Bank Policy
Procurement Policy in Investment Project Financing (IPF) and Other Operational Procurement Matters
July 2016 , - Bank Directive
Procurement Directive in IPF and Other Operational Procurement Matters
April 2024 - Bank Procedure
Procurement Procedure in IPF and Other Operational Procurement Matters
March 2024
Mandatory Notes
B
- Beneficial Ownership Disclosures - This requirement is incorporated into relevant SPDs
S
- Solar Panels ¨C Forced Labor ¨C Bidder Declaration This requirement is in addition to the standard risk mitigation measures reflected in SPDs, and must be included in specific-risk based procurements
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2. User Support Material
Bank Guidance and Resources:
A
- Abnormally Low Bids and Proposals - Procurement Guidance
,
- Bank Oversight - Post Review, Independent Procurement Review, and Integrated Fiduciary Reviews - Bank Guidance
- Borrowers' Guidance - A Beginner¡¯s Guide for Borrowers - Procurement under World Bank IPF ¨C Procurement Guidance
- Procurement Evaluation Report Template ¨CTemplates for the Report and supporting Forms [NEW]
C
- Competitive Dialogue: How to undertake a Competitive Dialogue Procurement Process - Procurement Guidance
- Complaints - Procurement-Related Complaints - Procurement Guidance
, , - Conflict of Interest - Procurement Guidance - (Template for COI Declaration is listed below)
- Contract Clauses Implementing Sustainable Procurement ¨C Example Clauses for IPF National Procurements to strengthen ESF requirements
- Contract Management, General Principles ¨C Procurement Guidance
- Contract Management, Practice ¨C Procurement Guidance
- Environmental, Labor and Social Protections
World Bank Environmental & Social Framework (ESF)
- Contract Clauses Implementing Sustainable Procurement ¨C Example Clauses for IPF National Procurements to strengthen ESF requirements
- Environmental & Social Framework (ESF) - ESF webpage
English
- Gender-Based Violence (GBV) - Contractor Disqualification - GBV webpage
Webpage
- Sexual Exploitation and Abuse, and Sexual Harassment (SEA/SH) - Questions & Answers
- Sustainable Procurement ¨C Procurement Guidance
Reference Section III, Environmental & Social Framework (ESF)
- Sustainable Procurement ¨C procurement webpage
Webpage
- Solar Panels ¨C Forced Labor Risk - Bidder Declaration - Mandatory Note
- Evaluating Bids and Proposals Using Rated Criteria - Procurement Guidance
, , ,
F
- Framework Agreements - Procurement Guidance
- Gender-Based Violence (GBV) - Contractor Disqualification - GBV webpage
Webpage
H
- HEIS - Hands-on Expanded Implementation Support ¨C Bank Guidance
- Health ¨C A Buyer¡¯s Guide to Medical Diagnostic Equipment ¨C Procurement Guidance
- Health ¨C Engaging an Expert Consultant for Medical Diagnostic Equipment ¨C Procurement Guidance
N
- Negotiations and Best and Final Offer - in Procurement of Goods, Works, and Non-consulting Services ¨C Procurement Guidance
- Noncompliance in IPF Operations ¨C Bank Guidance
P
- Price Benchmarking
October 2023 [NEW] - PPSD Guidance Long Form - Project Procurement Strategy for Development ¨C Procurement Guidance
August 2024 - PPSD Guidance Short Form - Project Procurement Strategy for Development ¨C Procurement Guidance
February 2017 , , - PPP - Public Private Partnerships ¨C Procurement Guidance
English - Procurement Planning - Stages of Procurement - diagram
- Procurement Planning Flow Chart ¨C example of decision logic
R
- Rated Criteria - Evaluating Bids and Proposals ¨C Procurement Guidance
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- Sexual Exploitation and Abuse, and Sexual Harassment (SEA/SH) - Questions & Answers
- Situations of Urgent Need of Assistance or Capacity Constraints ¨C Bank Guidance
- Standard Procurement Documents (SPDs) - Procurement Guidance ¨C An overview for practitioners
- Supply Chain Management - Quick Guide
- Supply Chain Management - Procurement Guidance - An introduction and practical toolset
- Suppliers' Guidance - Finding business opportunities and winning contracts financed by the World Bank ¨C Procurement Guidance
April 2024 - Suppliers¡¯ Hub -
- Sustainable Procurement - Procurement Guidance
- Sustainable Public Procurement ¨C Procurement webpage
Webpage
T
- Thresholds for Procurement Approaches and Methods by Country ¨C Bank Guidance
V
- Value for Money - Procurement Guidance
Procurement Tools and Templates:
C
- Conflict of Interest Declaration - Template
- Contract Clauses Implementing Sustainable Procurement ¨C Example Clauses for IPF National Procurements to strengthen ESF requirements
- Contract Price Adjustment - Computation Workbook (Excel)
- General Procurement Notice (GPN) - Template for Projects using the Procurement Regulations
L
- Letter of Acceptance of World Bank¡¯s Anti-Corruption Guidelines and Sanctions Framework ¨C For use by Bidders, Proposers, Consultants
, , - Letter of Acceptance of World Bank¡¯s Anti-Corruption Guidelines and Sanctions Framework ¨C For use by Contractors, Suppliers, Consultants
, , ,
P
- PPSD Template Long Form - Project Procurement Strategy for Development
August 2024 - - PPSD Template Short Form - Project Procurement Strategy for Development
August 2024 - Procurement Evaluation Report Template ¨CTemplates for the Report and supporting Forms [NEW]
- Procurement Plan - Textual Part - Template - for Projects using the Procurement Regulations
, - Procurement Planning - Stages of Procurement diagram
- Procurement Planning - Flow Chart ¨C example of decision logic
R
- Request for Expression of Interest (REoI) - Sample format
T
- Textual Part of Procurement Plan - for Projects using the Procurement Regulations
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3. Standard Procurement Documents (SPD) |
ľ¹ÏÓ°Ôº has prepared the Standard Procurement Documents (SPD) below for international competitive procurement. If clicking a link below does not download the document, please "right click" on the link To note: |
| CONSULTING SERVICES |
Request for Proposals - Consulting Services (Supervision) Request for Proposals - Consulting Services (Non-supervision) Requests for Proposal Framework Agreement - Consulting Services (financial proposals invited at Primary Procurement Stage) Requests for Proposal Framework Agreement - Consulting Services (financial proposals invited at Secondary Procurement Stage) |
EDUCATION (Textbooks) |
Request for Bids |
| GOODS |
Request for Bids - Goods (1 envelope process) Request for Bids - Goods Framework Agreement (2 envelope process) |
HEALTH (Pharmaceuticals, Vaccines and Condoms) |
Prequalification Document |
| INFORMATION SYSTEMS |
?Initial Selection Document
|
| MANAGEMENT SERVICES |
| Prequalification Document July 2023 , , [NEW] Request for Bids July 2023 , , [NEW] |
| NON-CONSULTING SERVICES |
Request for Bids |
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) |
Prequalification Document Request for Bids (Two-envelope with rated criteria) Design and Build Request for Proposal (Two Stage) Underground Works Engineering Procurement and Construction/Turnkey Initial Selection Design, Build and Operation for Water and Wastewater Treatment Plants Initial Selection Document Request for Proposal (Single Stage) Roads (Output and Performance Based Road Contracts) Sample Specifications for Output and Performance Based Road Contracts July 2023 , , [NEW] Request for Bids French Civil Law (French) |
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 (two-envelope with rated criteria) Design and Build Request for Proposal (Single Stage) Request for Proposal (Two Stage) Underground Works 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 Request for Proposal (Single Stage) Water Loss Reduction, Performance Based Contracts (two-envelope process) Request for Bids Roads (Output and Performance Based Road Contracts) French Civil Law (French) Small Works Request for Bids - (2 envelope process) Plant Initial Selection Document Request for Proposals (two-stage) |
4. UN Agencies - Standard Form Agreements
Standard Forms of Agreement between World Bank Borrowers and UN Agencies
The Bank is currently updating the Standard Form of Agreement (SFA) master template for Outputs and the SFA master template for Technical Assistance to be used with UN agencies for indirect financing. If you are currently working on an SFA or have questions, please coordinate with the relevant World Bank task teams.
Standard Form of Agreement for Outputs
Standard Form of Agreement for Technical Assistance
The new SFAs included on this site replace prior SFAs with the following UN Agencies:
- Food and Agriculture Organization (FAO)
- International Labor Organization (ILO)
- International Organization for Migration (IOM)
- United Nations Development Programme (UNDP)
- United Nations Education, Scientific, and Cultural Organization (UNESCO)
- United Nations Population Fund (UNFPA)
- United Nations Children¡¯s Fund (UNICEF)
- United Nations Industrial Development Organization (UNIDO)
- United Nations Office for Project Services (UNOPS)
- United Nations World Tourism Organization (WTO)
- World Food Programme (WFP)
- World Health Organization (WHO)
- World Meteorological Organization (WMO)
For use of existing Supplies SFAs with several UN agencies, or for questions on how to work with a UN agency not listed here, please contact the UN Program Team: mailto:unagencies@worldbank.org
5. 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) (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, , .
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 |