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World Bank Procurement Guidance – Evaluation Criteria (2016)

Procurement Guidance Evaluation Criteria

World Bank Procurement Guidance Evaluation CriteriaThis World Bank Procurement Guidance describes the different types of evaluation criteria that may be used to select contractors for Goods, Works and Non-consulting Services when using Request for Bids or Request for Proposals selection methods.

This Guidance should be read with reference to the World Bank Procurement Regulations for Investment Project Financing Borrowers (IPF), the Standard Procurement Document (SPD) and if applicable, the associated User Guide relevant to the Selected SPD. The specific application of evaluation criteria is detailed in each of the Bank’s SPDs. Evaluation criteria are a standard or test used in the evaluation of Bids/Proposals to select the Most Advantageous Bid/Proposal which best meets the requirements and offers the best value for money (VFM).

From the Introduction:

This Guidance describes the different types of evaluation criteria that may be used to select contractors for Goods, Works and Non-consulting Services when using Request for Bids or Request for Proposals selection methods.
This Guidance should be read with reference to the World Bank Procurement Regulations for IPF Borrowers, the Standard Procurement Document (SPD) and if applicable, the associated User Guide relevant to the Selected SPD. Specific application of evaluation criteria is detailed in each of the Bank’s SPDs.

Evaluation criteria are a standard or test used in the evaluation of Bids/Proposals to select the Most Advantageous Bid/Proposal which best meets the requirements and offers the best value for money (VFM).

The following requirements govern the Bid/Proposal evaluation criteria:

  1. the evaluation criteria shall be proportionate and appropriate to the type, nature, market conditions, complexity, risk, value and objective of what is being procured;
  2. to the extent practicable, evaluation criteria should be quantifiable (such as convertible to monetary terms);
  3. the SPD shall include the complete evaluation criteria and the specific manner in which they shall be applied;
  4. only the evaluation criteria, and all the evaluation criteria, indicated in the SPD shall be applied;
  5. once the SPD has been issued, any change to the evaluation criteria shall be made only through addenda; and
  6. the evaluation criteria shall be applied consistently to all Bids/Proposals submitted.

Evaluation criteria must be established in the early stages of the procurement in order to support transparency, value for money and integrity in the procurement process. After the contract requirements have been defined and the selection method decided (e.g. RFP, RFB), the evaluation criteria are set so that the Borrower can appropriately evaluate which Bidder/Proposer is best able to deliver the requirements and maximize VFM.

The key performance indicators to be used in the Borrower’s management of the contract may also inform the evaluation criteria, which completes the strategic alignment from the identification of needs through to contract delivery.