2016年7月に運用を開始した世界銀行の調達フレームワークは、投資プロジェクト融資（IPF）として資金が提供されるプロジェクトについて規定しています。その目的は、持続可能な開発の推進にあたり、借入者が、公正な Value for Money (VfM) [1]を確保できるよう支援することにあります。同フレームワークは、選択の自由、品質、VfMを重視する調達アプローチのカスタマイズにおいて柔軟性を促進しています。
調達フレームワークには、IPFにおける機材、工事、非コンサルティング及びコンサルティング サービスの調達に関する規則、方針、指令、手順の4つの基準文書があり、それぞれに要件を定めています。いずれの文書も、借入者が具体的なリスクと機会を考慮しつつ適切な市場アプローチを柔軟に設計できる規則を定めています。
調達フレームワークには、標準調達文書 (SPD)、調達ガイダンス、ツール、およびテンプレートが含まれています。各国語版の翻訳文書もありますが、不一致がある場合は英語版を正文とします。
調達フレームワーク
世界銀行の調達フレームワークは、投資プロジェクト融資（IPF）として資金が提供されるプロジェクトについて規定しています。同フレームワークは2016年7月に運用が開始され、持続可能な開発の推進にあたり、借入者が、公正な Value for Money (VfM)を確保できるよう支援するものです。同フレームワークは、選択の自由、品質、VfMを重視する調達アプローチのカスタマイズにおいて柔軟性を促進しています。
必須書類
調達フレームワークには、規則、方針、指令、手順の4つの基準文書があり、それぞれに要件を定めています。いずれの文書も、世界銀行が資金の全額または一部を提供するIPFプロジェクトにおける機材、工事、非コンサルティング及びコンサルティング サービスの調達について定めたものです。ここに定められた規則は、借入者が従わなければならないものですが、借入者が国やプロジェクト独自のリスク、課題、機会を考慮しつつ適切な市場アプローチを柔軟に設計できる規則でもあります。
補完文書
調達フレームワークを補完するものとして、以下の通り、一連の標準調達文書（SPD）、調達ガイダンス、ツール、テンプレートがあります。
翻訳版
各国語版の翻訳文書があり、今後も別の言語の翻訳版が利用可能になり次第、一覧に追加します。
正文： 英語版と翻訳版の間に不一致がある場合は、英語版を正文とします。
Regulations, Policy, Directive, Procedure
Retired previous versions:
Initiating the Procurement Process
Evaluating and Selecting Suppliers
Contract Implementation
Sustainable Procurement
Specialized Procurement
3. Standard Procurement Documents (SPD) |
The World Bank has prepared the Standard Procurement Documents (SPD) below for international competitive procurement. |
| 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) Request for Expressions of Interest - Framework Agreement (sample format) |
| EDUCATION (Textbooks) |
Request for Bids - Textbooks and Reading Materials (2 envelope with Rated Criteria) Request for Bids – Textbooks Off-the-Shelf (2 envelope with Rated Criteria) |
| GOODS |
Request for Bids - Goods (2 envelope process) Request for Bids - Goods - Off-The-Shelf Goods Only (2 envelope process) Request for Bids - Goods Framework Agreement (2 envelope process) Request for Bids - Goods Framework Agreement - Off-The-Shelf Goods Only (2 envelope process) |
| HEALTH (Pharmaceuticals, Vaccines and Condoms) |
| INFORMATION SYSTEMS |
Initial Selection Document Request for Proposals Single Stage |
| MANAGEMENT SERVICES |
Prequalification Document |
| 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 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. 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 (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 (two-envelope with Rated Criteria) Roads (Output and Performance Based Road Contracts) French Civil Law (French) Small Works Request for Bids - (2 envelope process) Plant Request for Bids (two-envelope with rated criteria) 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
You will find below the updated Standard Form of Agreement (SFA) master template to be used when a Borrower contracts a UN agency for Delivery of Outputs under Investment Project Financing. The SFA template has been updated to clarify that the Bank’s Environmental and Social Framework is the applicable environmental and social policy framework and further responds to feedback on financial reporting, data privacy and protection, and more. An SFA master template for Technical Assistance is being finalized and will be posted as soon as practicable along with an SFA master template for the Procurement of Supplies.
Should you have any questions, please contact unagencies@worldbank.org
Standard Form of Agreement for Outputs
Standard Form of Agreement for Technical Assistance
Standard Form of Agreement for the Procurement of Supplies
The new SFAs included on this site replace prior SFAs with the following UN Agencies:
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: 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) 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
6. PREVIOUS VERSIONS of SPDs for use after July 1, 2016
| Please go to table above for current versions |
| SPD Overview for Practitioner |
| COVID-19 EMERGENCY RESPONSE |
Request for Quotations and Direct Procurement of Goods Procurement of Small Works Request for Proposals Consulting Services for Procurement under COVID-19 Emergency Response Operations, English, French, Spanish Request for Offers for Framework Agreements, Procurement of Goods under COVID-19 Emergency Response Operations, English, French, Spanish |
| CONSULTING SERVICES |
Request for Proposals - Consulting Services (Supervision) Request for Proposals - Consulting Services (Non-supervision) Request for Proposals - Pre-ESF Requests for Proposal Framework Agreement - Consulting Services (financial proposals invited at Secondary Procurement Stage) |
| EDUCATION (Textbooks) |
| Request for Bids July 2023 English, French, Spanish June 2021 English, Spanish August 2020 English October 2017 English, French, Spanish January 2017 English, French, Spanish July 2016 English Request for Bids (without rated criteria) July 2023 English, French, Spanish |
GOODS |
Request for Bids (1 envelope process) Request for Bids (2 envelope process) Request for Proposals - Goods (2 envelope process) Request for Bids - Goods - Framework Agreement (1 envelope process) |
HEALTH (Pharmaceuticals, Vaccines and Condoms) |
Prequalification Document |
INFORMATION SYSTEMS |
Request for Bids Initial Selection document Request for Proposals |
| MANAGEMENT SERVICES |
Prequalification Document Request for Bids |
| NON-CONSULTING SERVICES |
Request for Bids – Framework Agreement Request for Bids |
| WORKS |
Prequalification Document Request for Bids (after prequalification) Request for Bids (without prequalification) Design and Build Initial Selection Request for Proposal (Single Stage) Request for Proposal (Two Stage) 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) Request for Proposal (Two Stage) Water Loss Reduction, Performance Based Contracts (two-envelope process) Roads (Output and Performance Based Road Contracts) Request for Bids (Two envelope process) Works French Civil Law (French) Small Works (1 envelope process) Small Works (2 envelope process) Plant Request for Bids (after prequalification) Request for Bids (without prequalification) Request for Proposals (two-stage) Request for Proposals(single-stage) |
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 (after prequalification) Design and Build Request for Proposal (Single Stage) Request for Proposal (Two Stage) Underground Works Request for Proposal (Two Stage) 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 Request for Proposal (Single Stage) Pre-ESF January 2021 English, Spanish Water Loss Reduction, Performance Based Contracts (two-envelope process) Request for Bids Roads (Output and Performance Based Road Contracts) Request for Bids (two envelope process) French Civil Law (French) Small Works Request for Bids - (2 envelope process) Plant Request for Bids (after prequalification) Request for Bids (without prequalification) Request for Proposals (single-stage) Request for Bids (two-envelope with rated criteria) |