World Bank Project Procurement Training Course

Duration 10 days 20 modules · 65 contact hours
Level Intermediate Certificate on completion
Who attends Procurement Managers, Project Managers and others
Fee from USD 2,200 KSh 190,000 for Kenyan organisations
Where 52 cities + online See dates by city
Next start 9 Nov 2026 Course code SD-P-050

Before you join: Participants should have practical exposure to procurement, project delivery, engineering, contract administration or public-sector purchasing.

Dates & prices

Two start dates a month in every city, and live online on weekdays or weekends. Fees are per participant; classroom fees include tuition, materials, lunch and refreshments, and the certificate.

Suggest a date or city

Showing the next six months. Later dates, other cities and private deliveries for your team are available on request.

Course overview

World Bank-financed equipment and works procurement requires more than applying a tender procedure. Borrowers must demonstrate value for money, fit-for-purpose specifications, economy, integrity, proportionality and transparent decision-making while meeting the World Bank Procurement Regulations for Investment Project Financing Borrowers. Errors in procurement planning, market approach, evaluation or contract administration can delay disbursement, trigger complaints, require prior review clarification or create misprocurement risk.

This course develops the practical capability to plan and manage procurement of civil works, plant, equipment and related services under World Bank-financed projects. Participants work through the World Bank procurement cycle: project procurement strategy, procurement plan development, market analysis, selection of procurement methods, preparation of bidding documents, bid evaluation, contract award, contract management and record keeping. The course addresses international competitive procurement, national procedures where acceptable, request for quotations, direct selection, rated criteria, abnormally low bids, complaints and fraud and corruption controls.

Teaching combines focused briefings on World Bank requirements with equipment and works cases, document reviews, group analysis and procurement simulations. Participants progressively build a procurement file for a realistic project, such as a road rehabilitation package, water-treatment equipment purchase or hospital infrastructure contract. They leave with a structured procurement plan, evaluation tools, contract administration controls and a completed procurement case file that can be adapted for their own project.

The course suits procurement, project, engineering, finance and contract staff working on, preparing for or supporting World Bank-financed investment projects.

What you will be able to do

  • Interpret World Bank Procurement Regulations and their application to equipment and works packages
  • Prepare a Project Procurement Strategy for Development using market and risk analysis
  • Develop procurement plans, schedules and STEP entries for World Bank-financed projects
  • Select fit-for-purpose procurement methods and market approaches for works and equipment
  • Draft technical specifications, employer requirements and bidding document schedules
  • Conduct compliant bid opening, evaluation, clarification and recommendation procedures
  • Administer works and equipment contracts using performance, payment and change controls
  • Produce and defend a complete World Bank procurement case file

Benefits of attending

For you

  • Prepare defensible procurement documentation for World Bank prior and post review
  • Make clearer method-selection decisions for equipment and works packages
  • Identify evaluation and contract risks before they delay project implementation
  • Contribute confidently to bid evaluation committees and negotiation teams
  • Build a reusable procurement case file for current or planned projects

For your organisation

  • Reduce procurement delays caused by weak planning, incomplete documents and unclear approvals
  • Improve compliance with World Bank Procurement Regulations and agreed procurement plans
  • Strengthen competition, value for money and auditability in major equipment and works purchases
  • Create consistent evaluation records that withstand complaints, reviews and audits
  • Improve contract delivery through earlier control of variations, claims and supplier performance

Course modules

20 modules over 10 days

Participants can explain the World Bank procurement framework and locate the governing requirements for a project procurement action.

  • Investment Project Financing procurement principles: value, economy, integrity and fit-for-purpose
  • World Bank Procurement Regulations structure, scope and borrower responsibilities
  • Procurement Framework roles for borrowers, task teams and review staff
  • Legal agreements, financing agreements and procurement-related project commitments
  • Prior review, post review and independent procurement review arrangements
  • Procurement risks that create delays, complaints, ineligibility or misprocurement

Participants can map procurement actions from project concept through contract closure.

  • Procurement cycle stages from needs definition through contract completion
  • Equipment procurement characteristics: installation, commissioning, warranties and spare parts
  • Works procurement characteristics: site conditions, quantities, variations and claims
  • Linking design readiness, land access and permits to tender timing
  • Critical path scheduling for procurement, award, mobilization and delivery
  • Responsibility assignment using a procurement action responsibility matrix

Participants can prepare the core analysis and decision logic for a Project Procurement Strategy for Development.

  • PPSD purpose, required decisions and relationship with procurement planning
  • Needs assessment defining outputs, service levels and delivery constraints
  • Supply market analysis using supplier, capacity and pricing evidence
  • Porter's Five Forces applied to construction and equipment markets
  • Procurement risk assessment using probability, impact, owner and treatment
  • Sourcing options aligned with project objectives and market capability

Participants can define market approaches and contract packages suited to project requirements.

  • Market sounding methods that preserve fairness and bidder confidentiality
  • Supplier segmentation by technical capability, geography and delivery capacity
  • Lotting decisions balancing competition, interface risk and contract manageability
  • Bundling equipment, installation and maintenance into appropriate procurement packages
  • Packaging civil works by location, design maturity and contractor capacity
  • Cost estimates built from quantities, market prices and contingency assumptions

Participants can build an approved procurement plan and maintain procurement actions in STEP.

  • Procurement plan fields, milestones, thresholds and approval requirements
  • STEP workflow for planning, document submission and clearance tracking
  • Sequencing design, environmental actions and procurement commencement dates
  • Realistic lead-time estimates for international equipment and civil works
  • Procurement plan updates triggered by scope, market or funding changes
  • Dashboard indicators for overdue actions, review status and award progress

Participants can select and justify procurement methods appropriate to value, risk and market conditions.

  • Open international competitive procurement for high-value works and equipment
  • National open competitive procurement under acceptable national procedures
  • Request for Quotations for low-value, readily available standard goods
  • Direct Selection justification, approval evidence and price reasonableness checks
  • Request for Bids versus Request for Proposals selection
  • Procurement method rationale documented in the procurement plan

Participants can prepare neutral, testable technical requirements for equipment purchases.

  • Functional specifications defining capacity, performance and operating conditions
  • Brand-name references managed through equivalent performance requirements
  • Technical schedules covering accessories, consumables, tools and documentation
  • Factory acceptance testing, site acceptance testing and commissioning criteria
  • Warranty, maintenance, training and spare-parts obligations specified clearly
  • Incoterms 2020 allocation of transport, insurance and delivery responsibilities

Participants can draft employer requirements and specifications that support fair works competition.

  • Employer's Requirements defining scope, outputs, standards and performance obligations
  • Bill of Quantities preparation using drawings, measurement rules and estimates
  • Technical specifications based on measurable materials, workmanship and testing standards
  • Site data, geotechnical information and existing-asset conditions disclosed appropriately
  • Environmental, social, health and safety requirements incorporated into works documents
  • Completion tests, defects liability and handover requirements stated precisely

Participants can assemble bidding documents using relevant World Bank standard procurement documents.

  • Standard Procurement Documents structure and document-selection decisions
  • Instructions to Bidders aligned with the chosen procurement method
  • Bid Data Sheet entries tailored without changing mandatory provisions
  • Eligibility, conflict-of-interest and debarment requirements applied correctly
  • Qualification criteria for financial capacity, experience and personnel
  • Bidding forms, price schedules and contract data completed consistently

Participants can create clear evaluation criteria and scoring arrangements before bid issue.

  • Pass-fail qualification criteria supported by objective documentary evidence
  • Lowest evaluated cost methodology for standard equipment and works
  • Rated criteria design for quality, methodology and key personnel
  • Weightings, scoring anchors and evaluator guidance for rated proposals
  • Life-cycle cost evaluation including energy, maintenance and replacement assumptions
  • Non-price factors applied only when disclosed in solicitation documents

Participants can manage solicitation communications while preserving equal bidder treatment.

  • Advertisement channels, publication periods and market-access requirements
  • Pre-bid meetings structured to record questions and shared responses
  • Site visits managed without unequal disclosure of project information
  • Clarifications issued simultaneously through documented communication channels
  • Addenda control for specification changes, extensions and approvals
  • Bid submission arrangements protecting confidentiality and deadline integrity

Participants can conduct controlled bid opening and preliminary examination procedures.

  • Bid opening records capturing bidders, prices, discounts and securities
  • Confidentiality controls before, during and after bid opening
  • Preliminary examination for completeness, signatures and required bid forms
  • Material deviations distinguished from minor nonconformities and omissions
  • Arithmetic correction procedures applied according to solicitation provisions
  • Bid validity and bid security monitoring before evaluation completion

Participants can conduct defensible technical and financial evaluation using disclosed criteria.

  • Evaluation committee roles, declarations and conflict-of-interest controls
  • Technical responsiveness assessed against mandatory specifications and requirements
  • Clarification requests limited to permitted evidentiary and informational matters
  • Qualification verification using contracts, financial statements and references
  • Financial evaluation applying discounts, adjustments and stated cost factors
  • Bid Evaluation Report evidence trail supporting award recommendation

Participants can manage integrity concerns, complaints and abnormally low bids within World Bank requirements.

  • Abnormally low bid indicators from pricing, productivity and resource assumptions
  • Written bidder explanations assessed against construction methods and cost evidence
  • Fraud and corruption definitions under World Bank anti-corruption guidelines
  • Red flags for collusion, conflicts of interest and document manipulation
  • Procurement-related complaints logged, assessed and answered within required procedures
  • Disclosure and communication controls during complaint review periods

Participants can complete compliant award actions and establish a contract-ready procurement record.

  • World Bank no-objection submissions prepared with complete supporting documents
  • Notice of Intention to Award and standstill period requirements
  • Award notification content, bidder feedback and disclosure controls
  • Contract finalisation without altering evaluated scope or commercial terms
  • Performance security, advance payment security and insurance verification
  • Procurement file indexing for review, audit and contract handover

Participants can identify works contract provisions that allocate delivery and commercial risk clearly.

  • FIDIC contract concepts relevant to World Bank-financed civil works
  • Lump-sum, remeasurement and design-build payment structures compared
  • Employer and contractor risks allocated through contract conditions
  • Time for Completion, extensions of time and delay damages provisions
  • Engineer, Project Manager and Employer decision-making roles defined
  • Site possession, unforeseen conditions and force majeure clauses

Participants can administer equipment contracts from manufacture through acceptance and warranty support.

  • Delivery schedules monitored against manufacturing, shipping and installation milestones
  • Inspection rights, factory tests and quality records controlled systematically
  • Shipping documents, customs clearance and receipt verification procedures
  • Acceptance certificates issued after contractual testing and commissioning
  • Warranty claims documented with fault evidence and supplier notifications
  • Spare-parts inventories, maintenance records and training completion tracked

Participants can control works progress, payments, changes and claims using contract evidence.

  • Mobilization, work programmes and baseline schedules reviewed before commencement
  • Site diaries, measurement records and inspection requests maintained consistently
  • Interim Payment Certificates supported by quantities, rates and approvals
  • Variation instructions evaluated for scope, price and time consequences
  • Claims registers tracking notices, substantiation, determinations and settlement status
  • Progress meetings using earned value, milestones and corrective actions

Participants can maintain procurement records and close contracts with evidence suitable for review.

  • Procurement file checklist covering approvals, communications and evaluation evidence
  • STEP records reconciled with signed contracts and implementation status
  • Contract completion reports documenting performance, delays and final costs
  • Final account settlement, retention release and security discharge controls
  • Lessons learned captured for future packaging and market engagement
  • Post-review readiness through accessible, dated and cross-referenced records

Participants can build, review and present a complete World Bank procurement case file for an equipment or works package.

  • Define procurement objectives, scope, budget and implementation constraints
  • Prepare PPSD evidence, market analysis and procurement risk treatment
  • Develop procurement plan milestones and STEP action sequence
  • Select procurement method, contract form and evaluation approach
  • Draft technical requirements, qualification criteria and evaluation tools
  • Review award recommendation, contract controls and procurement file completeness

Exercises and examples are adapted to each cohort's sectors and roles.

What you take back to work

  1. Project Procurement Strategy for Development template
  2. World Bank procurement plan and STEP tracker
  3. Equipment technical specification checklist
  4. Works employer requirements and Bill of Quantities checklist
  5. Bid Evaluation Report template
  6. Works and equipment contract administration control plan

Who should attend

  • Procurement Managers — responsible for World Bank-financed purchasing and tender governance
  • Project Managers — accountable for procurement schedules, delivery milestones and disbursement readiness
  • Engineers and Technical Specialists — preparing specifications, employer requirements and technical evaluations
  • Contract Managers — administering works, equipment delivery, variations and supplier performance
  • Finance and Project Officers — supporting procurement planning, approvals and audit evidence
  • Implementing Agency Staff — managing procurement actions through STEP and World Bank review

Skills and tools covered

World Bank procurementProcurement planningBid evaluationWorks contractingEquipment sourcingContract administration

Tools and standards

World Bank Procurement Regulations for IPF Borrowers, Project Procurement Strategy for Development, Systematic Tracking of Exchanges in Procurement, FIDIC Conditions of Contract

How the course runs

Training methodology

The course uses short instructor briefings, guided document analysis, equipment and works procurement cases, group exercises and procurement simulations. Participants examine World Bank template documents, compare procurement methods, assess bidder evidence and prepare evaluation records. Cases reflect implementing-agency conditions such as road works, water infrastructure, health equipment and public facilities. Each participant applies the methods to a selected procurement requirement and develops a structured case file. Facilitated peer review tests the clarity, compliance and commercial logic of each decision.

Requirements and prerequisites

Participants should have practical exposure to procurement, project delivery, engineering, contract administration or public-sector purchasing. They should understand basic tendering terms such as specifications, bids, evaluation criteria, purchase orders and contracts. Familiarity with World Bank projects is useful but not essential; the course explains the relevant procurement framework and documents from the ground up. Participants do not need legal qualifications, prior use of STEP, advanced financial analysis skills or experience managing international competitive procurement.

A typical training day

08:30 – 10:30First session
10:30 – 10:45Refreshment break
10:45 – 12:30Second session
12:30 – 13:30Lunch and networking
13:30 – 15:00Third session
15:00 – 15:15Refreshment break
15:15 – 16:30Workshop and daily review

Live online deliveries follow the same structure in East Africa Time, with shorter screen blocks and longer breaks.

What the fee includes

  • Instruction by a practitioner facilitator
  • Full course workbook and materials
  • Exercise files, templates and case studies
  • Refreshments and lunch on classroom deliveries
  • Certificate of completion
  • Post-course application plan

Frequently asked questions

You should understand basic procurement or project terms and have some exposure to purchasing, contracts, engineering or project delivery. Previous work on a World Bank-financed project is helpful but not required.

Bring a current or planned equipment or works procurement requirement if your employer permits this. A laptop is useful for reviewing templates and building your procurement case file, although it is not mandatory.

It is designed for procurement staff, implementing-agency personnel, project managers, engineers, contract managers and finance officers involved in World Bank-financed investment projects. It is particularly relevant where equipment or civil works packages are planned, tendered or under delivery.

General public procurement courses focus on domestic procurement law and standard government procedures. This course concentrates on World Bank Investment Project Financing requirements, including PPSD, STEP, World Bank Standard Procurement Documents, review arrangements and contract controls.

Participants can use the planning, specification, evaluation and contract-control templates on live procurement packages. The methods help teams prepare clearer submissions for internal approval and World Bank review.

The first week establishes the World Bank framework and builds planning, market, method-selection and tender-document skills. The second week focuses on evaluation, award, integrity, contract administration, records and the final procurement case-file presentation.

Questions about this course?

Ask about dates, fees, group bookings or running it for your team. Our training team replies by email.

Ask on WhatsApp info@skillsetdevelopment.com

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