Course Modules

Module 1: Introduction to World Bank Procurement Framework (WBF)

• Principles of value for money, transparency, and integrity
• Key changes in the 2016 Procurement Regulations
• Procurement cycle overview
• Roles of borrower, World Bank, and suppliers

Case Study: Overview of a failed water procurement due to misalignment with WBF principles
Workshop: Mapping the procurement cycle of a real water supply project

Module 2: Strategic Procurement Planning in the Water Sector

• Market analysis and procurement strategy development
• Sector-specific risks and mitigation
• Procurement planning templates and approval process
• Determining procurement methods and thresholds

Simulation: Draft a procurement strategy for a $25 million rural water project

Module 3: Procurement of Goods and Works under World Bank Projects

• Request for Bids (RFB) and Request for Quotations (RFQ) procedures
• Standard Procurement Documents (SPDs) for goods and works
• Bid opening and evaluation
• Contract award and debriefing

Exercise: Compare responsive vs non-responsive bids in a water treatment plant tender

Module 4: Procurement of Consulting Services

• Shortlisting, selection, and evaluation methods (QCBS, QBS, CQS, etc.)
• Terms of Reference (TOR) development
• Technical and financial evaluation
• Contract negotiation and award

Group Simulation: Evaluate and score proposals from three engineering consulting firms

Module 5: Non-Consulting Services and Framework Agreements

• Outsourcing services: water meter installation, leakage audits, etc.
• Use of framework agreements in the water sector
• Contract models for recurring procurement needs

Workshop: Develop bidding documents for leak detection services

Module 6: E-Procurement and Use of STEP (Systematic Tracking of Exchanges in Procurement)

• Introduction to STEP system
• E-submission of documents and tracking milestones
• Use of e-GP platforms where integrated

Exercise: Live simulation of uploading and tracking a procurement plan in STEP

Module 7: Risk-Based Procurement and Contract Management

• Identifying procurement risks in water infrastructure projects
• Dispute resolution mechanisms
• Performance monitoring and KPIs
• Contract variation and amendment management

Case Study: Analysis of delays in water distribution network contract – what went wrong?
Simulation: Draft a contract amendment and risk mitigation plan

Module 8: Social, Environmental, and Integrity Considerations

• Environmental and Social Standards (ESS) and safeguards
• Procurement-related fraud, corruption, and conflict of interest
• Ethics and grievance redress mechanisms

Workshop: Integrity screening of suppliers for sanitation projects

Module 9: Financial Management Linkages and Auditing in Procurement

• Disbursement procedures and eligible expenditures
• Documentation and audit trails
• Link between procurement and FM performance in project audits

Simulation: Conduct a mock internal audit of procurement files

Module 10: Final Simulation and Action Planning

• Integrated procurement case simulation (Team-based)
  • A water project needs to procure services, goods, and works under World Bank rules
  • Teams develop a procurement plan, TORs, bid evaluation reports, and contract award decisions
• Peer reviews and feedback
• Wrap-up and Action Plans