Harmonized SBD-Works

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WORLD BANK

• Harmonized SBD-Works

Seminar on Procurement of Goods, Works and
Consultancy Contracts financed from World Bank
Loans and IDA Credits, February 27 - March 3,
2006, Zagreb, Croatia.
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Harmonized SBD-Works Module Objectives

• Review Standard Bidding Documents
• Procurement of Works
• When to use it?
• How to use it?

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SBD Table of Contents
SECTION SUBJECT I INSTRUCTIONS TO
BIDDERS II BID DATA SHEET III EVALUATION
QUALIFICATION CRITERIA (two alternatives w
w/o pre-qualification) IV BIDDING
FORMS V ELIGIBLE COUNTRIES VI WORKS
REQUIREMENTS VII GENERAL CONDITIONS (OF
CONTRACT) FIDIC GC 1999 with adaptations under
licence agreement VIII PARTICULAR
CONDITIONS IX ANNEX TO THE PARTICULAR CONDITIONS
- CONTRACT FORMS USERS GUIDE
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When to Use it?

• Procurement of Works (large contracts)
• May include supply/installation of some plant
• Design provided by Employer
• Alternative SBDs
• Civil Law Version of SBD
• SBD for Smaller Contracts

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How to Use it?

• Sections I (ITB) and VII (GC) w/o changes
• Sections II (BDS), III (EQC), VI (WR), VIII (PC)
  to be filled suitably

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BID DATA SHEETCritical Entries

• Pre-Bid Meeting (ITB 7.4)
• Alternative Bids (ITB 13)
• Fixed or Adjustable Prices (ITB 14.5)
• Source and Date of Exchange Rates for Conversion
  of Currencies (ITB 32.1)

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EVALUATION AND QUALIFICATION CRITERIA

• Bid Evaluation Criteria, and
• Bidder Qualification Criteria
• are applied separately!

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BID EVALUATION CRITERIA

• Technical Compliance/ Non Compliance
• Bid Price
• Alternative Completions Time and/or Technical
  Alternatives evaluated in accordance with ITB/BDS
• Adjustments for non material deviations if any
• No Use of Merit Point System

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BIDDER QUALIFICATION CRITERIA

• Two alternatives
• Pre-Qualification
• No Pre-Qualification

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FOLLOWING PRE- QUALIFICATION

• Verification of Continued Qualification
• Financial Resources (to meet Cash Flow
  Requirement)
• Personnel Requirements
• Equipment Requirements
• In Principle all Pass/Fail Criteria

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IF NO PRE- QUALIFICATION

• Eligibility Requirements
• Historical Contract Non Performance
• Financial Situation
• Historical Financial Performance
• Average Annual Construction Turnover
• Financial Resources
• Experience
• General Construction Experience
• Specific Construction Experience
• Personnel Requirements
• Equipment Requirements
• All Pass/Fail Criteria

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PARTICULAR CONDITIONS

• Part A - Contract Data
• Time for Completion
• Performance Security
• Sections of Works
• Delay Damages (LDs)
• Advance Payment and Reimbursement
• Retention Money
• Payment for Plant/Material
• Maximum Liability of Contractor to Employer
• Insurance Specifics
• Resolution of Disputes Mechanism Dispute Board

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PARTICULAR CONDITIONS

• Part B Specific Provisions
• Provision on Import Duties on Contractors
  Equipment

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Appendix to Bid

• Includes Critical Contract Data
• Schedule of Adjustment Data (Price Adjustment)
  for local and foreign currency payments
• Summary of Payment Currencies (breakdown) for the
  various Sections of Works