Procurement of World Bank Financed Projects Training Course

Procurement of World Bank Financed Projects Training Course

Introduction

In today’s global development landscape, procurement management for World Bank-financed projects is a critical skill for ensuring compliance, efficiency, and transparency. Procurement of World Bank Financed Projects Training Course equips participants with the technical, legal, and procedural expertise needed to successfully plan, execute, and manage procurement processes under the World Bank Procurement Framework. By blending international best practices with practical case studies, the course ensures that participants gain hands-on skills to navigate complex procurement procedures and meet donor requirements.

The course emphasizes strategic procurement planning, risk management, and contract administration, empowering professionals to contribute to successful project delivery in various sectors such as infrastructure, education, health, and governance. Participants will explore World Bank procurement guidelines, e-procurement systems, and the legal frameworks governing financed projects, ensuring readiness to manage real-world challenges while upholding principles of fairness, economy, and accountability.

Course Objectives

1. Understand the World Bank Procurement Framework and its legal underpinnings.
2. Apply strategic procurement planning in project design and execution.
3. Master prequalification and bidding procedures for high-value contracts.
4. Implement e-procurement systems for efficiency and transparency.
5. Conduct market analysis for informed decision-making.
6. Manage procurement risks and develop mitigation strategies.
7. Ensure compliance monitoring and audit readiness.
8. Oversee contract management and performance evaluation.
9. Apply sustainable procurement and green purchasing practices.
10. Resolve procurement disputes effectively.
11. Prepare procurement documentation to World Bank standards.
12. Manage consultancy services procurement.
13. Evaluate project procurement outcomes for continuous improvement.

Target Audience

1. Project Managers for donor-funded projects.
2. Procurement Officers in public and private sectors.
3. Government Ministries’ procurement staff.
4. Consultants working on World Bank projects.
5. NGO and Non-Profit Project Coordinators.
6. Contract Administrators.
7. Legal Advisors in development projects.
8. Financial and Audit Officers in donor-funded programs.

Course Duration: 10 days

Course Modules

Module 1: Introduction to World Bank Procurement Framework

• Overview of procurement principles and policies.
• Key reforms in the World Bank Procurement Framework.
• Roles and responsibilities of stakeholders.
• Procurement cycle stages.
• Differences from other donor-funded procurement rules.
• Case Study: Comparing World Bank and African Development Bank procurement guidelines.

Module 2: Strategic Procurement Planning

• Needs assessment and market research.
• Developing procurement strategies.
• Budgeting and resource allocation.
• Setting procurement timelines.
• Risk identification in planning stages.
• Case Study: Designing a procurement plan for a rural infrastructure project.

Module 3: Procurement Methods and Thresholds

• Overview of available procurement methods.
• Choosing the right method for goods, works, or services.
• Threshold determination and approval processes.
• Framework agreements.
• Exceptions and direct procurement cases.
• Case Study: Selecting procurement methods for multi-sector projects.

Module 4: Tendering and Bidding Procedures

• Preparing bidding documents.
• Advertising tenders and invitations.
• Bid submission requirements.
• Bid opening procedures.
• Maintaining fairness and transparency.
• Case Study: Tendering for a water supply project in a developing country.

Module 5: Bid Evaluation and Contract Award

• Evaluation criteria and scoring methods.
• Technical vs. financial evaluation.
• Avoiding bias and conflict of interest.
• Post-qualification assessments.
• Notification of award and publication.
• Case Study: Evaluating bids for a school construction project.

Module 6: E-Procurement in World Bank Projects

• Benefits of e-procurement.
• E-procurement platforms and tools.
• Security and data protection.
• Integration with national systems.
• Managing e-bidding processes.
• Case Study: Implementing e-procurement for an ICT infrastructure project.

Module 7: Contract Management and Administration

• Contract initiation and mobilization.
• Monitoring contractor performance.
• Managing variations and changes.
• Payment procedures and milestones.
• Dispute prevention and resolution.
• Case Study: Contract management in a road construction project.

Module 8: Consultancy Services Procurement

• Selection methods for consultants.
• Shortlisting and evaluation.
• Negotiation processes.
• Contracting consultants.
• Performance monitoring.
• Case Study: Procuring consultancy for environmental impact assessment.

Module 9: Procurement Risk Management

• Identifying procurement risks.
• Risk categorization and prioritization.
• Mitigation planning.
• Continuous monitoring.
• Response strategies for emerging risks.
• Case Study: Managing risks in a multi-donor project.

Module 10: Sustainable and Green Procurement

• Environmental considerations in procurement.
• Social responsibility and ethics.
• Green specifications in bidding documents.
• Evaluating sustainable options.
• Balancing cost and sustainability.
• Case Study: Implementing green procurement for a renewable energy project.

Module 11: Procurement Compliance and Audits

• Compliance requirements under World Bank rules.
• Internal controls for procurement.
• Documentation and record keeping.
• Audit preparation.
• Handling audit findings.
• Case Study: Passing an external procurement audit successfully.

Module 12: Dispute Resolution in Procurement

• Common causes of disputes.
• Mediation and arbitration procedures.
• Role of World Bank in dispute resolution.
• Legal documentation requirements.
• Prevention strategies.
• Case Study: Resolving a contract dispute in a health sector project.

Module 13: Procurement Documentation and Reporting

• Types of procurement documents.
• Standard forms and templates.
• Reporting formats.
• Digital vs. manual documentation.
• Archiving and retrieval systems.
• Case Study: Preparing a comprehensive procurement report for a donor.

Module 14: Integrating Procurement into Project Management

• Alignment with project objectives.
• Coordination between procurement and technical teams.
• Monitoring and evaluation integration.
• Communication strategies.
• Decision-making processes.
• Case Study: Coordinating procurement in a multi-country development project.

Module 15: Future Trends in World Bank Procurement

• Digital transformation in procurement.
• Artificial intelligence applications.
• Blockchain for procurement tracking.
• Increasing transparency and accountability.
• Capacity building for procurement staff.
• Case Study: Using AI to enhance procurement efficiency in education projects.

Training Methodology

• Interactive lectures with real-world examples.
• Hands-on exercises using actual procurement templates.
• Case study discussions to reinforce learning.
• Group projects to simulate procurement processes.
• Expert-led Q&A sessions for practical problem-solving.

Register as a group from 3 participants for a Discount

Send us an email: info@datastatresearch.org or call +254724527104 

Certification

Upon successful completion of this training, participants will be issued with a globally- recognized certificate.

Tailor-Made Course

 We also offer tailor-made courses based on your needs.

Key Notes

a. The participant must be conversant with English.

b. Upon completion of training the participant will be issued with an Authorized Training Certificate

c. Course duration is flexible and the contents can be modified to fit any number of days.

d. The course fee includes facilitation training materials, 2 coffee breaks, buffet lunch and A Certificate upon successful completion of Training.

e. One-year post-training support Consultation and Coaching provided after the course.

f. Payment should be done at least a week before commence of the training, to DATASTAT CONSULTANCY LTD account, as indicated in the invoice so as to enable us prepare better for you.