Training course on Procurement Management for World Bank Aided Projects

Program Brief:

This comprehensive training course is designed to provide participants with a complete understanding of the World Bank’s procurement policies and strategies, as well as practical skills for managing procurement activities in projects funded by the World Bank. It combines both the operational aspects of managing procurement for equipment and works and strategic insights into the World Bank’s New Procurement Framework. Participants will learn to navigate the project lifecycle, design effective procurement plans, conduct competitive bidding, and implement contracts in alignment with the World Bank’s core principles and value-for-money objectives.

Course Objectives

By the end of this course, participants will be able to:

• Comprehend the aims and principles of the World Bank’s New Procurement Framework.
• Develop Project Procurement Strategies for Development (PPSDs) that align with project objectives.
• Conduct a strategic assessment of procurement requirements, operational context, and supplier market conditions.
• Prepare effective procurement plans and draft clear, precise specifications.
• Implement international competitive bidding procedures using World Bank Standard Procurement Documents (SPDs).
• Evaluate supplier bids and proposals based on technical and financial criteria to ensure value for money.
• Manage contracts effectively to ensure successful delivery and alignment with the World Bank’s regulations.
• Utilize innovative procurement methods such as competitive dialogue, e-auctions, and community-driven development initiatives.

Recommended For:

• Procurement Managers and Officers involved in World Bank-funded projects.
• Project Managers and Coordinators in World Bank or donor-funded initiatives.
• Public Sector Officials overseeing or involved in procurement activities.
• Contractors and Suppliers interested in bidding for World Bank-funded contracts.
• Procurement and Contract Management Professionals looking to enhance their skills in international procurement.

Duration

5 Days

Course Outline

Module 1: Understanding the World Bank’s Procurement Framework

• Overview of the World Bank and its five organizations.
• Core principles of the World Bank’s New Procurement Framework.
• The six-stage project cycle for World Bank-funded projects.
• A new emphasis on value for money, transparency, and accountability in procurement.

Module 2: Strategic Project Procurement Planning and Strategy Development

• Introduction to the World Bank’s Project Procurement Strategy for Development (PPSD).
• Preparing the draft PPSD and selecting an appropriate template.
• Strategic assessment of the borrower’s operational context and capability.
• Conducting supplier market analysis and procurement risk analysis.
• Turning a needs assessment into clear development objectives.

Module 3: Designing and Implementing the Procurement Plan

• Developing the Borrower’s Procurement Plan in line with the World Bank’s guidelines.
• Understanding common abbreviations and defined terms in procurement documentation.
• Defining requirements and writing clear, effective specifications.
• Collaborating with stakeholders to align procurement objectives with project goals.
• Securing the World Bank’s “No Objection” for critical procurement decisions.

Module 4: Competitive Bidding and Selection Methods under the New Framework

• Introduction to International Competitive Bidding (ICB) and its importance.
• Approved selection methods and the use of Standard Procurement Documents (SPDs).
• Request for Bids and Request for Proposals – When and how to use them.
• Introduction to innovative selection arrangements: competitive dialogue, public-private partnerships (PPPs), and community-driven development.
• Understanding general and special conditions of contracts, including INCOTERMS.

Module 5: Supplier Evaluation and Contract Implementation

• Evaluation of supplier bids and proposals, focusing on the “substantially responsive” bid.
• Establishing qualifying criteria, pre-qualification, and initial selection of suppliers.
• Utilizing rated criteria, life cycle costing, and other financial evaluation techniques.
• Selecting the most advantageous bid or proposal.
• Managing complaints and using the standstill period to ensure fairness.
• Developing contract management plans to deliver value for money.

Module 6: Risk Management and Innovative Procurement Approaches

• Risk assessment and mitigation strategies for supply market risks, price volatility, and supplier financial stability.
• Utilizing risk management tools: hedging strategies, insurance, contractual protections, and contingency planning.
• Embracing innovative procurement approaches: E-Auctions, use of Best and Final Offer (BAFO), and public-private partnerships.

Module 7: Digital Tools and Procurement Automation

• Integrating technology into procurement: E-Procurement systems and supplier portals.
• Exploring the use of blockchain for transparency and security in procurement.
• Leveraging AI, machine learning, and digital dashboards for procurement performance optimization.
• Implementing automated systems for efficient bid management and contract administration.

Module 8: Practical Skills for Procurement of Equipment and Works

• Detailed preparation of bidding documents for equipment and works procurement.
• Hands-on exercises in bid evaluation, selection, and contract management.
• Addressing common challenges in equipment and works procurement and their mitigation strategies.
• Case studies on successful procurement management in World Bank projects.

Module 9: Contract Management and Monitoring for Value Delivery

• Transitioning from procurement to effective contract management.
• Developing comprehensive contract management plans and defining key deliverables.
• Monitoring supplier performance and enforcing contract terms to achieve project goals.
• Managing contract variations and resolving disputes effectively.

General remarks

• Customizable courses are available to address the specific needs of your organization.
• The participant must be conversant in English
• Participants who successfully complete this course will receive a certificate of completion from Lenol Development Center.
• The course fee for onsite training includes facilitation training materials, tea break and lunch.
• Accommodation and airport pick up are made upon request
• For any inquiries reach us through info@lenoldevelopmentcenter.com or +254 710 314 746
• Payment should be made to our bank account before the start of training