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STANDARD PROCUREMENT DOCUMENT Trial Edition Request for Proposals Framework Agreement(s) Consulting Services (with financial proposals (rates) invited at the Primary Procurement stage) September 2021 This document is subject to copyright. This document may be used and reproduced for non-commercial purposes only. Any commercial use, including without limitation reselling, charging to access, redistribute, or for derivative works such as unofficial translations based on this document is not allowed. i Foreword 1. This Standard Procurement Document (SPD), Request for Proposals (RFPs)- Framework Agreement (s) for selection of consultants to provide Consultancy Services, has been prepared by the World Bank1 (“Bank”) 2. This SPD reflects the World Bank’s Procurement Regulations for IPF Borrowers, July, 2016 as amended from time to time. This SPD is applicable to the selection of consultant(s), to provide Consultancy Services, funded, in whole or in part, by IBRD or IDA financed projects and whose Legal Agreement makes reference to the Procurement Regulations for IPF Borrowers. 3. The SPD includes provisions to ensure that a firm disqualified by the Bank for non- compliance with SEA/SH obligations is not awarded a contract. 4. The text shown in Italics is “Notes to the Procuring Agency”. It provides guidance to the entity in preparing a specific RFP. “Notes to the Procuring Agency” should be deleted from the final RFP issued to the shortlisted Consultants. 5. Framework Agreements may be used to retain one or more qualified consulting firms for multiple consulting assignments that: (i) are similar in nature and complexity to be described under a broad terms of reference, with details (such as precise location, duration and scope) specified in individual call-off contracts as applicable; (ii) require similar qualifications; and/or (iii) are individually relatively small (economy of scale or scope). 6. After a competitive selection process, framework agreements with TORs that broadly define the nature and scope of services that may be required during the term of the framework agreement, may be concluded with one or more consultants. 7. As the consulting services carried out under a framework agreement/s are more specifically determined during the call-off process, in most cases, it may not be practical to request a complete financial proposal and include it in the Primary Procurement evaluation process. The Quality and Cost-based selection method may therefore not be appropriate for selecting firms to conclude a framework agreement. In such circumstances where it is not practical to define upfront more accurate TORs and inputs required from the firms, the Quality-based Selection (QBS) would be more appropriate at the Primary Procurement stage. This SPD is based on QBS at that stage. 8. At the Primary Procurement stage, the TORs normally provide the objectives, background information and as much information as practically possible on the planned assignments (such as expected scope, locations if known, typical estimated person months requirements, qualifications of key experts, expected typical deliverables) to enable the consultants to propose appropriate experts and demonstrate how they would approach the assignment/s, organize and resource their teams. 1 References in this SPD to the “World Bank” or “Bank” include both the International Bank for Reconstruction and Development (IBRD) and International Development Association (IDA). ii 9. While it is important to simplify the call-off process and achieve efficiency gains through the Primary procurement, it is recognized that this is a framework approach and the information provided and technical proposals requested at this stage should not be to the extent of limiting the specific requirements of the individual Call-off Contracts. 10. The technical proposal will provide the experts and normally outline the approach and methodology. The approach and methodology at the framework agreement level is to demonstrate the consultants’ ability to carry out typical assignments to be called-off under the Framework Agreement. 11. The Financial proposals will provide the remuneration rates of experts (depending on the expected locations and timings of the assignments, there may be more than one expert for a position) and typical reimbursement unit rates which will be subject to negotiation with the Consultant/s the Procuring Agency intends to enter into framework agreement/s. 12. For relatively simpler consulting services, the SPD- FA- Consulting Services (SPD also available) where financial proposal is invited only at the Secondary Procurement stage may be more appropriate. To obtain further information on procurement under World Bank-financed projects or for any questions regarding the use of this SPD, contact: Chief Procurement Officer The World Bank 1818 H Street, N.W. Washington, D.C. 20433 U.S.A. http://www.worldbank.org
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