On this page:
- Procurement Framework
Regulations, Policy, Directive, Procedure
Mandatory Notes
- User Support Material
Procurement Guidance and Resources
Procurement Tools and Templates - Standard Procurement Documents (SPD)
- UN Agencies - List of Agreements
- Alternative Procurement Arrangements (APA)
- Training
- Previous versions of SPDs
1. The Procurement Framework
The Procurement Framework
The World Bank'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: English, French, Spanish
Summary of Revisions
Retired previous versions:
- Bank Policy
Procurement Policy in Investment Project Financing (IPF) and Other Operational Procurement Matters
July 2016 English, Chinese - Bank Directive
Procurement Directive in IPF and Other Operational Procurement Matters
June 2021 English - Bank Procedure
Procurement Procedure in IPF and Other Operational Procurement Matters
June 2021 English
Mandatory Notes
B
- Beneficial Ownership Disclosures - This requirement is incorporated into relevant SPDs
English
S
- Solar Panels – Forced Labor – 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
English, Chinese, French, Spanish
2. User Support Material
Procurement Guidance and Resources:
A
- Bank Reviews - Post Review, Independent Procurement Review, and Integrated Fiduciary Reviews - Procurement Guidance
English
- Competitive Dialogue: How to undertake a Competitive Dialogue Procurement Process - Procurement Guidance
English - Complaints - Procurement-Related Complaints - Procurement Guidance
English, Chinese, Spanish - Conflict of Interest - Procurement Guidance - (Template for COI Declaration is listed below)
English - Contract Management, General Principles – Procurement Guidance
English - Contract Management, Practice – Procurement Guidance
English
Environmental, Labor and Social Protections
World Bank Environmental & Social Framework (ESF)
- Sustainable Procurement – Procurement Guidance
Reference Section III, Environmental & Social Framework (ESF)
English - Gender-Based Violence (GBV) - Contractor Disqualification - GBV webpage
Webpage - Sexual Exploitation and Abuse, and Sexual Harassment (SEA/SH) - Questions & Answers
English - Solar Panels – Forced Labor Risk - Bidder Declaration - Mandatory Note
English - Sustainable Procurement – procurement webpage
Webpage - Environmental & Social Framework (ESF) - ESF webpage
English - Evaluating Bids and Proposals Using Rated Criteria - Procurement Guidance
English
F
- Framework Agreements - Procurement Guidance
English
- Gender-Based Violence (GBV) - Contractor Disqualification - GBV webpage
Webpage - Guide for Borrowers - Procurement under World Bank IPF – Procurement Guidance
English, Chinese - Guide for Suppliers - Finding Business Opportunities - – Procurement Guidance
English, 2018 version Chinese
- HEIS - Hands-on Expanded Implementation Support – Bank Guidance
English - Health – A Buyer’s Guide to Medical Diagnostic Equipment – Procurement Guidance
English - Health – Engaging an Expert Consultant for Medical Diagnostic Equipment – Procurement Guidance
English
N
- Negotiations and Best and Final Offer - in Procurement of Goods, Works, and Non-consulting Services – Procurement Guidance
English - Noncompliance in IPF Operations – Bank Guidance
English
P
- PPSD Guidance Long Form - Project Procurement Strategy for Development – Procurement Guidance
July 2016 English - PPSD Guidance Short Form - Project Procurement Strategy for Development – Procurement Guidance
February 2017 English, Chinese, Spanish - PPP - Public Private Partnerships – Procurement Guidance
English - Procurement Planning - Stages of Procurement - diagram
English - Procurement Planning Flow Chart – example of decision logic
English
R
- Rated Criteria - Evaluating Bids and Proposals – Procurement Guidance
English
- Sexual Exploitation and Abuse, and Sexual Harassment (SEA/SH) - Questions & Answers
English - Situations of Urgent Need of Assistance or Capacity Constraints – Bank Guidance
English - Standard Procurement Documents (SPDs) - Procurement Guidance – An overview for practitioners
English - Supply Chain Management - Quick Guide
English - Supply Chain Management - Procurement Guidance - An introduction and practical toolset
English - Sustainable Procurement - Procurement Guidance
English - Sustainable Public Procurement – Procurement webpage
Webpage
T
- Thresholds for Procurement Approaches and Methods by Country – Bank Guidance
English
V
Procurement Tools and Templates:
C
- Conflict of Interest Declaration - Template
English - Contract Price Adjustment - Computation Workbook (Excel)
English
- General Procurement Notice (GPN) - Template for Projects using the Procurement Regulations
English
L
- Letter of Acceptance of World Bank’s Anti-Corruption Guidelines and Sanctions Framework – For use by Bidders, Proposers, Consultants
English, French, Spanish - Letter of Acceptance of World Bank’s Anti-Corruption Guidelines and Sanctions Framework – For use by Contractors, Suppliers, Consultants
English, French, Portuguese, Spanish
P
- PPSD Long Form Template - Project Procurement Strategy for Development
English - PPSD Short Form Template - Project Procurement Strategy for Development
English - Procurement Plan - Textual Part - Template - for Projects using the Procurement Regulations
English - Procurement Planning - Stages of Procurement diagram
English - Procurement Planning - Flow Chart – example of decision logic
English
R
- Request for Expression of Interest (REoI) - Sample format
English
T
3. Standard Procurement Documents (SPD) |
The World Bank 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 English, French, Spanish [NEW] Request for Bids July 2023 English, French, Spanish [NEW] |
| NON-CONSULTING SERVICES |
Request for Bids Request for Bids – Framework Agreement |
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 English, French, Spanish [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 - List of Agreements
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 - English, French
UNDP - United Nations Development Programme [April 2019]
- Approval of Agreement
- Technical Assistance – English, French, Spanish
- Outputs - English, French, Spanish
UNESCO – United Nations Education, Scientific and Cultural Organization [December 2013]
- Technical Assistance – English, French, Spanish
UNFPA – United Nations Population Fund
- Memorandum of Agreement
- Health Supplies [January 2020] – English, French
- Technical Assistance [October 2014] – English, French
- Outputs - English, French
UNICEF - United Nations Children's Fund [April 2019]
- Approval of Agreement
- Outputs - English, French, Spanish
- Supplies - English, French
- COVID-19 Vaccines and related supplies - English, French
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
UN WTO – World Tourism Organization [March 2022]
- Memorandum of Agreement
- Technical Assistance - English
WFP - World Food Programme [June 2017]
- Memorandum of Agreement
- Technical Assistance - English, French, Spanish
- Supplies - English, French, Spanish
- Delivery of Outputs - English, French, Spanish [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
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) 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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