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Procurement Pps D Short Form Template

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PPSD Short Form Template

1 Project Overview

Completion of the template should focus on describing the details of each of the higher value / risk
contracts identified through the application of Supply Positioning as described in the PPSD
Preparation and Project Cycle Section of the PPSD Guidance Note. All similar contracts, having
similar approaches should be consolidated and described under one heading.

Country:

Full Project Name:

Total Finance ($):

Project Number:

Summary of Project Development


Objectives
For each key contract detail a short one-line summary of the requirement including the cost estimate.
2 Overview of Country, Borrower and Marketplace

a. Operational Context
 Governance aspects
 Economic Aspects
 Sustainability Aspects
 Technological Aspects

Key Conclusions

b. Client Capability and PIU Assessment


 Experience
 Need for hands-on support
 Contract management capability and capacity
 Complaints management and dispute resolution systems

Key Conclusions

c. Market Analysis
 Market sector dynamics
 Financial
 Procurement trends
Key Conclusions

3 Procurement Risk Analysis

Risk Description Description of Mitigation Risk Owner

4 Procurement Objective

1.
2.
3.
4.
5.

5 Recommended Procurement Approach for the Project

 Contract and Estimated Cost:


 Procurement Approach (select from options and complete table below):

Attribute Selected arrangement Justification


Summary/Logic
Specifications Conformance/Performance

Sustainability Yes/No
Requirements
Contract Type A. Traditional
B. Design and Build
C. Design, Build, Operate, Maintain
D. Design and Build – Turnkey or Prime
Contractor
E. EPC and EPCM
F. Other:_____________________
Pricing and costing A. Lump Sum
mechanism B. Performance based contracts
C. Schedule of Rates / Admeasurement
D. Time and Materials
E. Cost Plus
Supplier Relationship A. Adversarial/Collaborative
Price Adjustments A. None, fixed price
B. Negotiated
C. Percentage
Form of Contract (Terms D. State any special conditions of contract
and Conditions)
Selection Method
A. Request for Proposals (RFP)
B. Requests for Bids (RFB)
C. Requests for Quotations (RFQ)
D. Direct Selection
Selection Arrangement A. Competitive Dialogue
B. Public Private Partnerships (PPP)
C. Commercial Practices
D. United Nations (UN) Agencies
E. e-Reverse Auctions
F. Imports
G. Commodities
H. Community Driven Development
I. Force Accounts
J. Framework Agreements
K. Cross Project Opportunities
Market Approach A. Type of Competition
1. Open
2. Limited
3. International
4. National
5. No Competition – Direct Selection
B. Number of Envelopes/Stages
1. Single Envelope
2. Two Envelopes
3. Single Stage
4. Multi Stage
B. BAFO (Yes/No)
C. Negotiations (Yes/No)
Pre / Post Qualification A. Pre-Qualification
B. Post-Qualification
C. Initial Selection
Evaluation Selection A. Quality Cost Based Selection (QCBS)
Method B. Fixed Budget Based Selection (FBS)
C. Least Cost Based Selection (LCS)
D. Quality Based Selection (QBS)
E. Consultant’s Qualifications Based
Selection (CQS)
D. Direct Selection
Evaluation of Costs A. Adjusted Bid Price
B. Life-Cycle Costs
Domestic Preference Yes / No
Rated Criteria List the type of criteria to be used
(mandatory/desired)
6 Preferred arrangement for low value, low risk activities (if applicable)

Activity Category Estimated cost Procurement


arrangement

7 Summary of PPSD to be inform the Bank’s preparation of the PAD

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