Management

Course Description

PROCUREMENT MANAGEMENT, SUPPLY CHAIN MANAGEMENT, COST CONTROL

This course will focus on procurement management of major projects such as oil and gas development and production. It will provide the detailed procedures for procuring goods and services or works, requirements for projects financed or co-financed by multilateral development banks such as the World Bank or IFC, and international competitive bidding processes.

The course will also address current international principles and practices in supply chain management (SCM) by multinational corporations, the IT applications and tools available to manage them, and the implications for cost control and cost management. The outline of the international procurement management practices followed by the World Bank below reflects the scope and detail to be provided by Mr. Michalski in the course.

Module 1. Proficient Public Procurement – Why Does it matter?
Procurement Policy and Institutional Topics
Section 1: Operational Policies.
Section 2: Eligibility in the Context of Petroleum Industry
Eligibility Criteria
Trust Funds and Other Special Funds
Eligibility of Public Sector Enterprises
Ineligibility of Firms Blacklisted due to Fraudulent and Corrupt
Practices
Section 3: Roles and Responsibilities of Petroleum Industry in Procurement
Section 4: Decentralization Decisions in Procurement: Criteria and Process
Decentralization of Procurement Work
Bank Procedures for Decentralization
Section 5: Handling Procurement Complaints
Inquiries and Complaints from Bidders
Complaints on Legal Grounds
Section 6: Transparency and Anti-Corruption Measures
Building Transparency in Project Procurement Design
Responding to Allegations of Fraud or Corruption
Section 7: Misprocurement
Module II. Procurement and the Project Cycle – An Overview
Section 8: Procurement Management
Identification
Preparation
Appraisal
Negotiations
Implementation and Supervision
Evaluation
Final Project-Cycle Recommendation: Resisting Post-Approval Letdown
Module III. Preparation to Appraisal
Section 9: Assessing Borrower Procurement Capacity
Introduction
Objectives of Procurement Assessment Reports
Preparation of Procurement Assessment Report
Scope and Presentation of Procurement Assessment Reports Follow-up to the Procurement
Assessment Report Procurement Reform Basic Institutional Steps
Section 11: Project Design Measures To Mitigate Risk
Procurement Related Risks
Reducing Risks in Procurement
Section 12: Technical Assistance for Capacity Building and Procurement Reform
Section 13: Procurement Planning
Procurement Plan
Contract Packaging
Procurement Scheduling
Choice of Procurement Methods
Plan Presentation
Plan Monitoring And Updating
Section 14: Advertising
General and Specific Procurement Notices
Other Notifications
Section 15: Bidding Documents
Standard Bidding Documents
Technical Specifications
Contract Provisions in SBDs
Contract Securities
Section 16: Methods of Procurement
Introduction
International Competitive Bidding
Limited International Bidding
International and Local Shopping
Direct Contracting
Force Account
Section 17: Transportation and Insurance Issues in Procurement
Transportation
Insurance
Effect of Transport and Insurance Issues in Bid Evaluation
Section 18: Qualification of Bidders
Prequalification of Bidders
Postqualification of Bidders

Section 19: Evaluation and Comparison of Bids for Goods and Works
General Preliminary Examination
Application of Evaluation Criteria
Deviations from the Requirements of Bidding Documents
Quantification of Omissions and Deviations
Evaluation of Bids for Works Contracts
Evaluation of Deviations in Bids for Works Contracts
Application of Domestic Preferences in the Evaluation of Bids
Extension of Bid Validity
Confidentiality
Rejection of All Bids
The Standard Bid Evaluation Report
Award and Signing of the Contract
Section 20: Review of Procurement Actions in the Context of Petroleum Industry
Overview of Responsibilities
Scope of Prior Review
Setting Prior Review Thresholds
Procedure for Prior Review of Prequalification and Bidding
Documentation
Procedure for Prior Review of Contract Award Recommendations Post Review of Procurement
Documentation Review of Procurement Documentation in Adjustment Operations Procurement Audits
Review and Clearance of Amended Bidding Documents Contract Changes
Module V. Procurement Under Special Conditions
Section 21: Co-Financing
Procurement in Co – Financed Projects
Procurement under Joint Financing Arrangements
Parallel Financing
Use of Tied Credits in Procurement
Procurement of Secondhand Goods
Procurement of Spare Parts
Procurement in Petroleum Lending
Procurement of Commodities
Section 22: Procurement Agents
Use of Procurement Agents
The United Nations Development Program
Section 23: Projects Involving Community Participation
Introduction
Methods of Procurement
Advertisement of Bidding Opportunities
Flexible Packaging
Simplification of the Bidding Process
Supervision… Prior Review of Contracts
Section 24: Adaptable Lending Instruments
Adaptable Program Lending (APL)
Procurement under Adaptable Program Lending
Section 25: Procurement of Petroleum Products
The Role of Procurement of Concessions
Preparation for Bidding
Selection of a Suitable Bidding Method
Prequalification Process
The Bidding Process
Technical Specifications
Bid Documentation
Evaluation of Bids
Section 26: Procurement of Information Systems
Introduction
Procurement Planning and Packaging
Prequalification of Bidders in IT Procurement
Procurement Methods for Information Systems
Contract Packaging for IT Procurement
Procurement of IS Software
Section 27: Monitoring, Evaluation and Record Keeping
The Role of Borrowers in Monitoring Procurement Activities
Monitoring and Procurement Management Information Systems
The Role of Bank Staff in Monitoring and Evaluation of Procurement Activities
Record Keeping
Section 28: Settlement of Disputes
Introduction
Domestic Disputes
International Arbitration
Accelerated Dispute Settlement Mechanisms: Common Features Dispute Review Boards Termination of Contract

 

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