Section I. Bid Evaluation Standard Forms Table 1. Identification
Table 2. Bidding Process
Table 3. Bid Submission and Opening
Table 4. Bid Prices (as Read Out)
Table 5. Preliminary Examination
Table 6. Corrections and Unconditional Discounts
Table 7. Exchange Rates
Table 8. Currency Conversion (Multiple Currencies)
Table 9. Currency Conversion (Single Currency)
Table 10. Additions, Adjustments, and Priced Deviations
Table 11. Domestic Preference for Goods
Table 12. Domestic Preference for Works
Table 13. Proposed Contract Award |
Standard Cover Bid Evaluation Report
and
Recommendation for Award of Contract Name of Project: ______________________________________________________ IBRD Loan or IDA Credit No. _____________________________________________ Contract Name: _______________________________________________________ Identification Number: __________________________________________________ Date of Submission: ___________________________________________________
Letter of Transmittal If the contract is subject to prior review, the bid evaluation report should be attached with a Letter of Transmittal from the Borrower ministry, department, or agency responsible for communications with the Bank. The letter should highlight conclusions and offer any additional information that would help to expedite review by the Bank. In addition, any unresolved or potentially contentious issues should be highlighted. The letter should be sent to the Chief of the Sector Operations Division or the Country Operations Division responsible for the loan, unless another Bank official has been designated by the Bank for such correspondence. Note: When subject to post review, the evaluation report and the signed contract should be submitted to the Bank before sending (or with) the pertinent Application for Withdrawal, Special Commitment, replenishment of the Special Account, or, in case of a Statement of Expenditures, retained for storage for eventual retrieval. (See Guidelines, Appendix 1, and the Loan Agreement.) 
Table 1. Identification
| 1.1 Name of Borrower | ______________________________________________ | | 1.2 Loan/Credit number | ______________________________________________ | | 1.3 Date of effectiveness | ______________________________________________ | | 1.4 Closing date (a) original
(b) revised | ______________________________________________
______________________________________________ | | 1.5 Name of project | ______________________________________________ | | 1.6 Purchaser (or Employer) (a) name
(b) address | ______________________________________________
______________________________________________ | | 1.7 Contract number (identification) | ______________________________________________ | | 1.8 Contract description | ______________________________________________ | | 1.9 Cost estimate1 | ______________________________________________ | | 1.10 Method of procurement (check one) | ICB ___________ LIB _________ Other ________ | | 1.11 Prior review required2 | Yes ________ No ________ | | 1.12 Domestic preference allowed | Yes ________ No ________ | | 1.13 Fixed price contract | Yes ________ No ________ | | 1.14 Cofinancing, if any: (a) agency name
(b) percent financed by agency | ______________________________________________
______________________________________________ | | 1 Cite source and date if other than Staff Appraisal Report. 2 If response is "no," items 2.2(b), 2.4(b), and 2.6(b) in Table 2 may be left blank, unless the Bank's prior review was specifically requested. |
Table 2. Bidding Process
| 2.1 General Procurement Notice (a) first issue date
(b) latest update | ______________________________________________
______________________________________________ | | 2.2 Prequalification, if required (a) number of firms prequalified
(b) date of Bank's no-objection | ______________________________________________
______________________________________________ | | 2.3 Specific procurement notice (a) name of national newspaper
(b) issue date
(c) name of international publication
(d) issue date
(e) number of firms notified | ______________________________________________
______________________________________________
______________________________________________
______________________________________________
______________________________________________ | | 2.4 Standard Bidding Document (a) title, publication date
(b) date of Bank's no-objection
(c) date of issue to bidders | ______________________________________________
______________________________________________
______________________________________________ | | 2.5 Number of firms issued documents | ______________________________________________ | | 2.6 Amendments to documents, if any (a) list all issue dates
(b) date(s) of Bank's no-objection | 1. ________ 2. ________ 3. ________
1. ________ 2. ________ 3. ________ | | 2.7 Date of pre-bid conference, if any | ______________________________________________ | | 2.8 Date minutes of conference sent to bidders and Bank | ______________________________________________ |
Table 3. Bid Submission and Opening
| 3.1 Bid submission deadline (a) original date, time
(b) extensions, if any | ______________________________________________
______________________________________________ | | 3.2 Bid opening date, time | ______________________________________________ | | 3.3 Record of bid opening, date sent to Bank | ______________________________________________ | | 3.4 Number of bids submitted | ______________________________________________ | | 3.5 Bid validity period (days or weeks) (a) originally specified
(b) extensions, if any
(c) date of Bank's no-objection, if required1 | ______________________________________________
______________________________________________
______________________________________________ | | Note: Contracts under two-stage bidding will require the information requested for each stage to be filled out. Refer to Guidelines, para. 2.6, and SBD for Supply and Installation of Plant and Equipment. 1 Refer to Annex I, para. 3 herein. |
Table 4. Bid Prices (as Read Out)
| Bidder Identification | Read-out Bid Price(s)1 | | Name
(a) | City/State or Province
(b) | Country
(c) | Currency(ies)
(d) | Amount(s) or %
(e) | Modifications or
Comments2
(f) | | _____ | _____________________ | _____ | _________ | ___________ | _____________ | | _____ | _____________________ | _____ | _________ | ___________ | _____________ | | etc. | _____________________ | _____ | _________ | ___________ | _____________ | | 1 For single currency option (see Annex I, para. 6(d)(ii)), secondary currencies are expressed in column e as a percentage of the total bid price. 2 Describe any modifications to the read-out bid, such as discounts offered, withdrawals, and alternative bids. Note also the absence of any required bid security or other critical items. Refer also to Annex I, para. 2 herein. |
Table 5. Preliminary Examination
Bidder
(a) | Verification
(b) | Eligibility
(c) | Bid Security
(d) | Completeness
of Bid
(e) | Substantial
Responsiveness
(f) | Acceptance for
Detailed Examination
(g) | | _________ | ___________ | _________ | ____________ | ____________ | ____________ | __________________ | | _________ | ___________ | _________ | ____________ | ____________ | ____________ | __________________ | | etc. | ___________ | _________ | ____________ | ____________ | ____________ | __________________ | | Note: For explanations of headings, see Annex I, para. 5 herein. Additional columns may be needed, such as for responsiveness to technical conditions. See example in Annex IV. |
Table 6. Corrections and Unconditional Discounts Bidder | Read-out Bid Price(s) | Corrections | Corrected Bid Price(s) | Unconditional Discounts2 | Corrected/Discounted Bid Price(s) | | Currency(ies) | Amount(s) | Computational Errors1 | Provisional Sums | | Percent | Amount(s) | | (a) | (b) | (c) | (d) | (e) | (f) = (c) + (d) - (e) | (g) | (h) | (i) = (f) – (h) | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | etc. | | | | | | | | | Note: Only bids accepted for preliminary examination (Table 5, column g) should be included in this and subsequent tables. Columns a, b, and c are from Table 4 (columns a, d, and e, respectively). 1 Corrections in column d may be positive or negative. 2 If the discount is offered as a percent, column h is normally the product of the amounts in columns f and g. Refer to para. 6(c). If the discount is provided as an amount, it is entered directly in column h. A price increase is a negative discount. |
Table 7. Exchange Rates
Currency Used for Bid Evaluation: Effective Date of Exchange Rate: Authority or Publication Specified for Exchange Rate: Note: Attach copy of exchange rates provided by specified authority or publication.
Table 8. Currency Conversion (Multiple Currencies)
Specify Evaluation Currency: Bidder | Currency(ies) of Bid | Corrected/Discounted | Applicable | Evaluation Currency | | | Bid Price(s) | Exchange Rate(s)1 | Bid Price(s) | Total Bid Price2 | (a) | (b) | (c) | (d) | (e) = (c) x (d) | (f) | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | etc. | | | | | |
Note: This table is to be used for SBDG and Option B of SBDLW. Columns a, b and c are from Table 6, columns a, b and i. 1 Column d is from Table 7. 2 Column f is the sum of bid prices in column e for each bidder.
Table 9. Currency Conversion (Single Currency)
Specify Evaluation Currency:
Bidder | Corrected/Discounted | Payment Composition1 | Exchange | Amounts in | Exchange | Evaluation Currency | | Bid Price (in specified currency) | Currency of Payment | Percent of Total Bid | Amount in Evaluation Currency | Rate Used by Bidder1 | Currency of Payment | Rate for Evaluation2 | Bid Prices | Total3 | (a) | (b) | (c) | (d) | (e) = (b) x (d) | (f) | (g) = (e) x (f) | (h) | (i) = (g) x (h) | (j) | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | etc. | | | | | | | | | |
Note: This table is used for SBDSW and Option A of SBDLW. Columns a and b are from Table 6, columns a and i. 1 Columns c, d, and f are provided in the SBDLW Appendix to Bid and in the (Form of) Contractor’s Bid in the SBDSW. 2 Column h is from Table 7. 3 Column j is the sum of bid prices in column i for each bidder.
Table 10. Additions, Adjustments, and Priced Deviations
Specify Evaluation Currency: Bidder | Corrected/Discounted Bid Price1 | Additions2 | Adjustments2 | Priced Deviations2 | Total Price | (a) | (b) | (c) | (d) | (e) | (f) = (b) + (c) + (d) + (e) | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | etc. | | | | | |
1 Column b is from either Table 8, column f or Table 9, column j. 2 Each insertion in columns c, d, or e should be footnoted and explained in adequate detail, accompanied by calculations. Refer to paras. 6(e), 6(f), and 6(g) respectively of Annex I
Table 11. Domestic Preference for Goods
Specify Evaluation Currency:
Bidder | Domestic Preference Group1 | Total Price2 | Exclusions for Preference3 | Revised Total | Prevailing Tariff (%)4 | Domestic Preference (%)5 | Preference Price6 | Total Comparison Price | (a) | (b) | (c) | (d) | (e) = (c) – (d) | (f) | (g) | (h) | (i) = (c) + (h) | | | | | | | | | | | | | | | | | | | | | | | | | | | | etc. | | | | | | | | |
1 Column b refers to Groups A, B, or C, as indicated by bidder, subject to verification by Borrower. 2 Column c is from Table 10, column f. If the lowest total price is from a Group A or Group B bidder, it is the lowest evaluated bidder, and the remainder of the table need not be filled out. Columns d through h need to be filled out only for Group C bids. 3 Column d is the sum of costs in columns d and e from Table 10 plus other costs incurred within the Borrower’s country. Footnotes should be provided to explain the significant components of column d. 4 Column f is the sum of duties and import taxes on the particular items or group of similar items as a percent of the CIF or CIP price. Refer to para. 7(a) of Annex I. 5 Column g will be the smaller of 15 percent or the prevailing tariff in column f. 6 Column h for Group A bidders is zero. Group B bids at this stage should no longer be compared. For Group C bidders, column h is the product of columns e and g.
Table 12. Domestic Preference for Works
Specify Evaluation Currency:
Bidder | Domestic Preference Group1 | Total Price2 | Exclusions for Preference3 | Revised Total | Preference4 | Total Comparison Price | (a) | (b) | (c) | (d) | (e) = (c) – (d) | (f) | (g) = (c) + (f) | | | | | | | | | | | | | | | | | | | | | | | | | | | | | etc. | | | | | | |
1 Column b refers to Group A (eligible domestic bidders) or Group B (others) as indicated by bidder, subject to verification by Borrower. 2 Column c is from Table 10, column f. If the lowest priced bid is from a Group A bidder, it is the lowest evaluated bidder, and the remainder of the table need not be filled out. 3 Column d is the sum of costs in columns d and e from Table 10. An attachment should be provided to explain the significant components of column d. Columns d and e may be left blank for Group A bidders. 4 Column f for Group A bidders is zero. For Group B bidders, column f is 7.5 percent of column e.
Table 13. Proposed Contract Award 1. Lowest evaluated responsive bidder (proposed for contract award). (a) name (b) address | | 2. If bid submitted by agent, list actual supplier. (a) name (b) address | | 3. If bid from joint venture, list all partners, nationalities, and estimated shares of contract. | | 4. Principle country(ies) of origin of goods/materials. | | 5. Estimated date (month, year) of contract signing. | | 6. Estimated delivery to project site/completion period. | | | Currency(ies) | Amount(s) or % | 7. Bid Price(s) (Read-out)1 | | | 8. Corrections for Errors2 | | | 9. Discounts3 | | | 10. Other Adjustments4 | | | 11. Proposed Award5 | | | 12. Disbursement Category6 | |
1 From Table 6, columns b and c. 2 From Table 6, column d. 3 From Table 6, column h. Include any cross-discounts. See Annex I, para. 7(b). 4 All adjustments should be explained in detail. 5 Sum of the prices in Items 7–10. For single currency bids, express secondary currency amounts as percentages. 6 From the Loan Agreement. |
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