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Harmonized SBD-Works

WORLD BANK. Harmonized SBD-Works. Seminar on Procurement of Goods, Works and Consultancy Contracts financed from World Bank Loans and IDA Credits, February 27 - March 3, 2006, Zagreb, Croatia. Harmonized SBD-Works Module Objectives. Review Standard Bidding Documents

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Harmonized SBD-Works

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  1. WORLD BANK Harmonized SBD-Works Seminar on Procurement of Goods, Works and Consultancy Contracts financed from World Bank Loans and IDA Credits, February 27 - March 3, 2006, Zagreb, Croatia.

  2. Harmonized SBD-Works Module Objectives • Review Standard Bidding Documents • Procurement of Works • When to use it? • How to use it?

  3. SBD Table of Contents SECTIONSUBJECT I INSTRUCTIONS TO BIDDERS II BID DATA SHEET III EVALUATION & QUALIFICATION CRITERIA (two alternatives: w & w/o pre-qualification) IV BIDDING FORMS V ELIGIBLE COUNTRIES VI WORKS REQUIREMENTS VII GENERAL CONDITIONS (OF CONTRACT) FIDIC GC 1999 with adaptations under licence agreement VIII PARTICULAR CONDITIONS IX ANNEX TO THE PARTICULAR CONDITIONS - CONTRACT FORMS USER’S GUIDE

  4. When to Use it? • Procurement of Works (large contracts) • May include supply/installation of some plant • Design provided by Employer • Alternative SBDs: • Civil Law Version of SBD • SBD for Smaller Contracts

  5. How to Use it? • Sections I (ITB) and VII (GC) w/o changes • Sections II (BDS), III (EQC), VI (WR), VIII (PC) to be filled suitably

  6. BID DATA SHEETCritical Entries • Pre-Bid Meeting (ITB 7.4) • Alternative Bids (ITB 13) • Fixed or Adjustable Prices (ITB 14.5) • Source and Date of Exchange Rates for Conversion of Currencies (ITB 32.1)

  7. EVALUATION AND QUALIFICATION CRITERIA • Bid Evaluation Criteria, and • Bidder Qualification Criteria are applied separately!

  8. BID EVALUATION CRITERIA • Technical Compliance/ Non Compliance • Bid Price • Alternative Completions Time and/or Technical Alternatives evaluated in accordance with ITB/BDS • Adjustments for non material deviations if any • No Use of Merit Point System

  9. BIDDER QUALIFICATION CRITERIA Two alternatives: • Pre-Qualification • No Pre-Qualification

  10. FOLLOWING PRE- QUALIFICATION • Verification of Continued Qualification • Financial Resources (to meet Cash Flow Requirement) • Personnel Requirements • Equipment Requirements • In Principle all Pass/Fail Criteria

  11. IF NO PRE- QUALIFICATION • Eligibility Requirements • Historical Contract Non Performance • Financial Situation • Historical Financial Performance • Average Annual Construction Turnover • Financial Resources • Experience • General Construction Experience • Specific Construction Experience • Personnel Requirements • Equipment Requirements • All Pass/Fail Criteria

  12. PARTICULAR CONDITIONS • Part A - Contract Data • Time for Completion • Performance Security • Sections of Works • Delay Damages (LDs) • Advance Payment and Reimbursement • Retention Money • Payment for Plant/Material • Maximum Liability of Contractor to Employer • Insurance Specifics • Resolution of Disputes Mechanism –Dispute Board

  13. PARTICULAR CONDITIONS • Part B – Specific Provisions • Provision on Import Duties on Contractor’s Equipment

  14. Appendix to Bid Includes Critical Contract Data: • Schedule of Adjustment Data (Price Adjustment) for local and foreign currency payments • Summary of Payment Currencies (breakdown) for the various Sections of Works

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