Specific Procurement Notice – Initial Selection Document (ISD) Template Invitation for Initial Selection Information Systems (Design, Supply, and Installation) Purchaser: [insert the name of the Purchaser’s agency] Project: [insert name of project] Contract title: [insert the name of the contract] Country: [insert country where ISD is issued] Loan No. /Credit No. / Grant No.: [insert reference number for loan/credit/grant] ISD No: [insert ISD reference number from Procurement Plan] Issued on: [insert date when ISD is issued to the market] The [insert name of Borrower/Beneficiary/Recipient] [has received/has applied for/intends to apply for] financing from the World Bank toward the cost of the [insert name of project or grant], and intends to apply part of the proceeds toward payments under the contract for [insert title of contract]. The [insert name of implementing agency] intends to initially select Applicants for [insert contract number and/or name, a brief description of the type(s) of Information Systems Design, Supply and Installation to be provided, including key performance/functional requirements, location, key qualification requirements and other information necessary to enable Applicants to decide whether or not to respond to this invitation for Initial Selection. It is expected that the Request for Proposals will be made in [insert month and year]. 3. Initial Selection will be conducted through the procedures as specified in the World Bank’s Regulations for Borrowers- Procurement in Investment Projects Financing” [insert date of applicable Procurement Regulations edition as per legal agreement] (“Procurement Regulations”), and is open to all eligible Applicants as defined in the Procurement Regulations. 4. Interested eligible Applicants may obtain further information from the [insert name of agency] at the address below [insert address at end of document] during office hours [insert office hours if applicable, i.e. 0900 to 1700 hours]. A complete set of Initial Selection documents in [insert name of language] may be purchased by interested Applicants on the submission of a written application to the address below and upon payment of a nonrefundable fee of [insert amount in local currency] or [insert amount in specified
convertible currency, i.e. US$]. The method of payment will be [insert method of payment]. The document will be sent by [insert delivery procedure]. 5. Applications for Initial Selection should be submitted in clearly marked envelopes and delivered to the address by [insert time] on [insert date]. Late applications may be rejected. [Insert name of office] [Insert name of officer and title] [Insert postal address and/or street address, postal code, city and country] [Insert telephone number, country and city codes] [Insert facsimile number, country and city [Insert address] [Insert web site address]
Criteria Single Entity Requirements Joint Venture Documentation No. Subject Requirement All Members Combined Each Member One Member Submission Requirements 2.1 History of Contracts Non-performance of a contract did not occur as a result of Supplier’s default since 1st January [insert year]. Must meet requirement Must meet requirements Must meet requirement N/A Form CON-2 2.2 Suspension Based on Execution of a Bid or Proposal Securing Declaration by the Purchaser Not under suspension based on execution of Bid or Proposal Securing Declaration pursuant to ITA 4.10. Must meet requirement Must meet requirement Must meet requirement N/A Application Submission Letter 2.3 Pending Litigation Applicant’s financial position and prospective long term profitability still sound according to criteria established in 3.1 below and assuming that all pending litigation will be resolved against the Applicant Must meet requirement N/A Must meet requirement N/A Form CON – 2 2.4 Litigation History No consistent history of award decisions against the Applicant since 1st January [insert year] Must meet requirement Must meet requirement Must meet requirement N/A Form CON – 2 Financial Situation and Performance Criteria Single Entity Requirements Venture Requirements Documentation No. Subject Requirement All Members Combined Each Member One Member Submission Requirements Non-
specify the minimum key requirements in terms of functional characteristics, performance, production capacity, complexity, and/or other characteristics] [State that the above specific experience requirements may be met by specialized subcontractors, if permitted in accordance with ITA 25.2] 2 – Rated Criteria and Requirements [Note to Purchaser: The criteria, requirements, maximum scores, weightings and scoring methodology contained in the tables below are examples only and may be modified to suit the nature and complexity of the contract. Only applications that are substantially responsive to the qualification criteria and requirements in Table 1 are to be assessed against Table 2, Rated Criteria and Requirements] Past Performance Scoring Documentation Requirement Maximum score Remark Submission Requirement Number of similar contracts [Number of satisfactorily and substantially completed Information System contracts that exceed the number specified in 1, Sub-Factor 4.2(where this number is x)that are: [select a maximum score (out of 100) between In case of JV, all members combined will Form EXP 4.2
similar to the Requirements (Reference Table 1, 4.2); and completed during the past___ years. [insert number equal or more than the number of years specified in Table 1, Sub-Factor 4.2] ] Scoring methodology: 30 and 40] be evaluated. Contract/Project Management Capability Criteria Scoring Documentation Requirement Maximum score Remark Submission Requirement [Contract/project management capability demonstrated in the following key areas: [Note to Purchaser: consider putting a page limit on each of the responses] Description of project management system/s and how they will be applied (including status of accreditation with recognized international standards applicable to the industry) Health and safety management practice, and Use of value Engineering, innovation and continuous improvement.] Scoring methodology: [select a maximum (out of 100) between 20 and 30] In case of JV, the capability of the lead member will be evaluated Table 2-PM
Purchaser’s Requirements Criteria Scoring Documentation Requirement Maximum score Remark Submission Requirement [Demonstrate an understanding of the Purchaser’s Requirements. Key aspects to be addressed are: approach to the contract preliminary timeline/delivery schedule, and risk identification).] Scoring methodology: [select a maximum score (out of 100) between 20and 30] 2-ER Sustainable Procurement Criteria Scoring Documentation Requirement Maximum score Remark Submission Requirement [Sustainable procurement (to be specified by the Purchaser, if required) practices demonstrated in the following key areas: Sustainable procurement practice Track record of delivering sustainable procurement outcomes Scoring methodology: [select a maximum score (out of 100) between 0 and 20] In case of JV, at least one member will be evaluated. Table 2-SP