Note on the February 2001 Revision: With the exception of the Bank Guarantee Form for Advance payment that has been replaced by the Form used in the SBD Goods, the February 2001 revised edition primarily reflect editorial corrections.
Note on the March 2002 Revision: The March 2002 revisions all center on the provisions of the euro. Now that the transition period is over, these provisions are no longer needed. The affected clauses are: ITB 17.1 (a) and 31.2 (and their corresponding BDS entries), and GCC 16.5.
Note on the March 2003 Revision: The Bank's Forms of Bid Security (Bank Guarantee), Performance Security and Bank Guarantee for Advance Payment have been revised to incorporate the ICC's Uniform Rules for Demand Guarantee (URDG). We believe that use of these new forms will benefit both our clients and the business community.
These Standard Bidding Documents (SBD) and its companion Technical Note (TN) have been prepared by the World Bank for use by borrowers and their implementing agencies in the procurement of pharmaceuticals, vaccines, and condoms through international competitive bidding (ICB). For the purpose of these documents, pharmaceuticals also include nutritional supplements and oral and injectable hormonal forms of contraception. The procedures and practices presented in these SBD have been developed through broad international experience and are mandatory for use in projects that are financed in whole or in part by the World Bank in accordance with the provisions of the latest edition of Guidelines: Procurement under IBRD Loans and IDA Credits. The purpose of the TN is to provide background information to the Bank's project staff and borrowers, about the complex issues in the procurement of health sector goods and to help them make well-informed decisions in each special situation.
As shown in the table below, these SBD contains two types of documents: those that must be used unchanged, and those that should be customized specifically for each procurement. An electronic version of these SBD is available on disk from the Bank's project staff or the Bank's Procurement Policy and Services Group Web site: http://www.worldbank.org/html/opr/procure/contents.html. This can be used to customize the Invitation for Bids and Sections II, V, VI, and VII to meet the requirements of the specific procurement. Sections I, III, and IV, however, must be incorporated unchanged in the Bidding Documents.
The Sample Technical Specifications Section, as well as some specific provisions of the Bid Data Sheet and Special Conditions of Contract, are applicable to pharmaceuticals, vaccines, and condoms. Care should be taken to ensure that these additional specific provisions are incorporated into the body of the Bidding Document and that changes or additions made to one of the customized sections are reflected in the other customized sections when appropriate.
To be customized
To be used unchanged
Invitation for Bids
Section II Bid Data Sheet
Section V Special Conditions of Contract
Section VI Schedule of Requirements
Section VII Technical Specifications
Section VIII Sample Forms (including the Form of Contract Agreement)
Section I Instructions to Bidders
Section III Eligibility for the Provision of Goods, Works, and Services in Bank-Financed Procurement
Section IV General Conditions of Contract
Additional Instructions to Bidders and the contract-specific details needed for the bidding and evaluation process to be properly carried out must be made through the Bid Data Sheet only. With the Bank's no objection, amendments to the General Conditions of Contract must be made through the Special Conditions of Contract. The Technical Requirements section of the Bidding Documents should not be used to modify any of the subjects covered by Sections I, III, or IV.
Clauses included in the Special Conditions of Contract of these SBD should be modified as appropriate to reflect the specific needs of each procurement. Because such modifications prevail over the General Conditions of Contract, major changes should be avoided unless absolutely necessary. If, in the opinion of the Purchaser, the specific nature of a procurement justifies a change, it should consult with the World Bank.
Some of the language presented in the Technical Specifications Section of these SBD, as well as certain Sample Forms (so identified), are also illustrative. Appropriate modifications should be made to match the requirements of a particular procurement.
The following typographical conventions are used in these SBD.
- Standard SBD text is presented in a typeface such as used in this line (serif roman).
- Explanatory text and notes are presented in a typeface such as that used in this line and in the body of this Preface (sans serif).
- When parameters, options, instructions, and/or explanatory notes appear directly within the standard text, they are enclosed with square brackets, italicized, and the key parameter bolded.
"The authorized Procurement Agent is: [ if applicable, specify: identity of duly authorized Procurement Agent, otherwise delete ]."
- When options appear within the text, they are enclosed within square brackets and separated by the slash character "/".
"The language of all correspondence and documents related to the bid is [ select: English / French / Spanish ]."
Specific details, such as the "name of the Purchaser" and "address for bid submission," should be furnished in the Invitation for Bids, in the Bid Data Sheet, and in the Special Conditions of Contract. The final documents should contain neither blank spaces nor options.
Accordingly, all explanatory text (i.e., all text in sans serif type face) must be removed from the final Bidding Documents. Also, all bracketed text must be either removed, if not relevant to the specific procurement, or selected for inclusion in the final Bidding Documents. Where options are presented, one must be selected and the final chosen text should be in standard roman typeface.
Footnotes that provide guidance and instruction to the Purchaser in preparing the Bidding Documents should also be removed from the final draft. However, some Sample Forms contain footnotes that provide instructions to bidders on how the form should be prepared. These should remain in the final Bidding Documents.
These SBD and TN for the procurement of health sector goods have been prepared through a close collaboration between the Procurement Policy and Services Group, Operational Core Services Network, and the Health Nutrition & Population, Human Development Network, with the support of various Bank staff. The significant contributions to these documents made by staff and consultants of the following institutions are gratefully acknowledged: WHO, UNICEF, UNFPA, MSH, and Crown Agents. Thanks are also due to a number of other stakeholders, such as representatives from the pharmaceutical industry and various NGOs for their comments on previous drafts of these documents.
The Bank welcomes any feedback or experiences from the use of these Bidding Documents from bidders and from others as well.
Procurement Policy and Services Group
Operational Core Services Network
The World Bank
1818 H Street, N.W.
Washington, D.C. 20433