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Transcript
Portal
Client
Business Rules
Procurement Management
CHANGE LANGUAGE
START
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Business Rules
Document Package
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External Audit
To view and select the different step-by-step guides available.
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Business Rules
Business Rules
Content
Key Points
Document Package
Glossary
Acronyms
Documents and Policies
External Audit
Naming Conventions (auto-generated name)
CONTENT
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Business Rules
Business Rules
What you will find:
This guide contains information on the business rules associated with the procurement activities of the project.In the following index, you will find the list of procurement methods, their required milestones and the document packages applicable to each milestone. This information will be helpful in creating the processes in the project's Procurement Plan (PP).
Document Package
External Audit
Important Points
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Business Rules
Business Rules
Keep in mind:
- Business rules are defined for procurement processes that require ex-ante review.
- Processes that will not be migrated to Procurement Management module of the IDB Client Portal are: Training, Operating Cost, Transfers, Community Projects, Canceled Processes, Procurement from Specialized Agencies, participants / bidders.
- Each Project Team is responsible for fully validating the Procurement Plan before approving it in the system.
Document Package
External Audit
glossary
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Business Rules
Glossary
What you should know before starting:
Milestones: action, document or document packages that define the stages in each procurement process of a project, depending on the procurement method. Document Packages: set of documents (mandatory or non-mandatory) that correspond to a milestone. Procurement Method: refers to the method by which goods, works, consulting services and non-consulting services are contracted. The methods described in the business rules are based on the IDB Procurement Policies GN-2349-15 and GN-2350-15. Mandatory: refers to the key documents that must be attached in order for the system to enable the "complete" or "request non-objection" actions (applicable in accordance with IDB Procurement Policies). The Executing Agency, through the designated users, will be responsible for uploading the documents in the Procurement Management module of the IDB Client Portal.
Document Package
External Audit
Acronyms
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Business Rules
Acronyms
- EOI - Expression of Interest
- FMS - Fiduciary Financial Management Specialist
- ICB - International Competitive Bidding
- IDB - Inter-American Development Bank
- NCB - National Competitive Bidding
- PP - Procurement Plan
- RFB - Request for Bid
- RFP - Request for Proposal
- SPN - Specific Procurement Notice
- TOR - Terms of Reference
Document Package
External Audit
Documents and Policies
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Business Rules
Standard Bidding Documents
IDB'sProcurement Policies
Document Package
To access the IDB's Standard Bidding Documents, click here:
To access the IDB's Procurement policies, click here:
External Audit
ACCESS
ACCESS
Naming Conventions (auto-generated name)
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Business Rules
Discover more about Naming Conventions! These are standardized rules for naming documents in the system, defined by the Records area. Their purpose is to ensure uniformity in document identification, facilitate traceability, and guarantee organized and efficient information management. The system will change the document name once the package is confirmed.
Document Package
Works, Goods, and Non-Consulting Services
ACCESS
Selection and Contracting of Consultants
ACCESS
External Audit
ACCESS
External Audit
Naming Conventions (auto-generated name)external audit
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Business Rules
Document Package
External Audit
Click on the table to view it in full screen.
Naming Conventions (auto-generated name)Works, Goods, and Non-Consulting Services
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Business Rules
Document Package
External Audit
Naming Conventions (auto-generated name)Selection and Contracting of Consultants
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Business Rules
Document Package
External Audit
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Document Package
Business Rules
Procurement Methods
Quality and Cost Based Selection (QCBS)Least Cost Selection (LCS)Selection Under a Fixed Budget (FBS)
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ICB/NCB
Document Package
ICB/NCB with Prequalification
Shopping/Request for Quotations by Open Invitation
Quality-Based Selection (QBS)
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Shopping/Request for minimum 3 Quotations
Selection Based on the Consultants Qualifications (CQS)
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External Audit
Limited Bidding
Single-Source Selection of Firms (SSS)Single-Source Selection of Individual Consultant (SSS)
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Competitive Bidding - Single Stage Two Envelopes with Prequalification
Individual Consultant Selection (3CV)Individual Consultant Open Invitation
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Competitive Bidding - Single Stage Two Envelopes
Direct Contracting (DC)
Force Account (FA)
ICB/NCB
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Business Rules
Milestones
Works, Goods, and Non-Consulting Services
- Bidding documents
- Publication of Bidding documents and SPN
- Bid Opening Record
- Evaluation Report
- Publication of Contract Award
Document Package
External Audit
ICB/NCB
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Business Rules
Document Package
External Audit
Naming Conventions
Hover over the markers to learn more.
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ICB/NCB with Prequalification
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Business Rules
Milestones
Works, Goods, and Non-Consulting Services
- SPN - Invitation to prequalify
- Publication of SPN - Invitation to prequalifyPrequalification Opening Record
- Prequalification Evaluation Report
- Invitation to Bidders
- Bid Opening Record
- Evaluation Report
- Publication of Contract Award
Document Package
External Audit
ICB/NCB with Prequalification
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Business Rules
Document Package
External Audit
Hover over the markers to learn more.
Click on the table to view it in full screen.
Naming Conventions
Shopping/Request for Quotations by Open Invitation
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Business Rules
Milestones
Works, Goods, and Non-Consulting Services
- Evaluation Report and Award Recommendation
- Signed Contract (Purchase Order)
Document Package
External Audit
Shopping/Request for Quotations by Open Invitation
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Business Rules
Document Package
External Audit
Naming Conventions
Hover over the markers to learn more.
Click on the table to view it in full screen.
Shopping/Request for minimum 3 Quotations
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Business Rules
Milestones
Non-Consulting Works, Goods, and Services
- Evaluation Report and Award Recommendation
- Signed Contract (Purchase Order)
Document Package
External Audit
Shopping/Request for minimum 3 Quotations
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Business Rules
Document Package
External Audit
Naming Conventions
Hover over the markers to learn more.
Click on the table to view it in full screen.
Limited Bidding
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Business Rules
Milestones
Works, Goods and Non-Consulting Services
- Invitation to Bidders
- Bid Opening Record
- Evaluation Report
- Publication of Contract Award
- Signed Contract
Document Package
External Audit
Limited Bidding
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Business Rules
Document Package
External Audit
Naming Conventions
Hover over the markers to learn more.
Click on the table to view it in full screen.
Competitive Bidding - Single Stages Two Envelopes with Prequalification
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Business Rules
Milestones
Works, Goods, and Non-Consulting Services
- Evaluation Report (Technical)
- Bid Opening Record (Financial)
- Final Evaluation and Contract Negotiation
- Publication of Contract Award
- Signed Contract
- Publication of SPN - Invitation to Prequalify
- Prequalification Opening Record
- Prequalification Evaluation Report
- Invitation to Bidders
- Bid Opening Record (Techical)
Document Package
External Audit
Competitive Bidding - Single Stages Two Envelopes with Prequalification
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Business Rules
Document Package
External Audit
Naming Conventions
Hover over the markers to learn more.
Click on the table to view it in full screen.
Competitive Bidding - Single Stage Two Envelopes
MENU
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Business Rules
Milestones
Works, Goods, and Non-Consulting Services
- Publication of the AEA
- Opening Minutes of Offers (Technical)
- Evaluation Report (Technical)
- Opening Minutes of Offers (Financial)
- Final Evaluation Report and Negotiated Contract
- Publication of the Contract Award
- Signed Contract
Document Package
External Audit
Competitive Bidding - Single Stage Two Envelopes
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Business Rules
Document Package
External Audit
Naming Conventions
Hover over the markers to learn more.
Click on the table to view it in full screen.
Direct Contracting
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Business Rules
Milestones
Works, Goods, and Non-Consulting Services
- Request of Direct Contracting
- Publication of Contract Award
- Signed Contract
Document Package
External Audit
Direct Contracting
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Business Rules
Document Package
External Audit
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Naming Conventions
force account
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Business Rules
Milestones
Works, Goods, and Non-Consulting Services
- Justification for Force Account
Document Package
External Audit
force account
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Business Rules
Document Package
External Audit
Click on the table to view it in full screen.
Naming Conventions
Quality and Cost Based Selection (QCBS), Least Cost Selection (LCS), Selection Under a Fixed Budget (FBS)
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Business Rules
Milestones
Selection and Contracting of Consultants
- Publication of EOI Notice
- Request for Proposal
- Proposal Opening Record (Technical)
- Technical Evaluation Report
- Proposal Opening Record (Financial)
- Final Evaluation and Contract Negotiation
- Notification of Award
- Signed Contract
Document Package
External Audit
Quality and Cost Based Selection (QCBS), Least Cost Selection (LCS), Selection Under a Fixed Budget (FBS)
MENU
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Business Rules
Document Package
External Audit
Hover over the markers to learn more.
Click on the table to view it in full screen.
Naming Conventions
Quality Based Selection (QBS)
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Use this button to proceed
Business Rules
Milestones
Selection and Contracting of Consultants
- Publication of EOI Notice
- Request for Proposal
- Proposal Opening Record (Technical)
- Technical Evaluation Report
- Final Evaluation Report and Negotiated Contract
- Notification of Award
- Signed Contract
Document Package
External Audit
Quality Based Selection (QBS)
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Business Rules
Document Package
External Audit
Hover over the markers to learn more.
Click on the table to view it in full screen.
Naming Conventions
Selection Based on the Consultants Qualification
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Use this button to proceed
Business Rules
Milestones
Selection and Contracting of Consultants
- Publication of EOI Notice
- Request for Proposal
- Final Evaluation and Negotiated Contract
- Notification of Award
- Signed Contract
Document Package
External Audit
Selection Based on the Consultants Qualification
MENU
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Business Rules
Document Package
External Audit
Hover over the markers to learn more.
Click on the table to view it in full screen.
Naming Conventions
Single Source Selection of Firms (SSS) Single Source Selection of Individual Consultant (SSS)
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Business Rules
Milestones
Selection and Contracting of Consultants
- Request of Single Source Selection
- Award Notification
- Signed Contract
Document Package
External Audit
Single Source Selection of Firms (SSS) Single Source Selection of Individual Consultant (SSS)
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Business Rules
Document Package
External Audit
Click on the table to view it in full screen.
Naming Conventions
Individual Consultant Selection (3CV)Individual Consultant Open Invitation
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Business Rules
Milestones
Selection and Contracting of Consultants
- Evaluation Report and Contract Negotiation
- Award Notification
- Signed Contract
Document Package
External Audit
Individual Consultant Selection (3CV)Individual Consultant Open Invitation
MENU
2/2
Business Rules
Document Package
External Audit
Click on the table to view it in full screen.
Naming Conventions
MENU
External Audit
Business Rules
Quality and Cost Based Selection (QCBS)Least Cost Selection (LCS)
Document Package
Selection Based on the Consultants Qualifications
External Audit
Single Source Selection of Firms (SSS)
Quality and Cost Based Selection (QCBS)Least Cost Selection (LCS)
MENU
1/2
Use this button to proceed
Business Rules
Milestones
- Request for Proposal
- Proposal Opening Record (Technical)
- Technical Evaluation Report
- Proposal Opening Record (Financial)
- Final Evaluation and Contract Negotiation
- Signed Contract
Document Package
External Audit
Quality and Cost Based Selection (QCBS)Least Cost Selection (LCS)
MENU
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Business Rules
Document Package
External Audit
Includes the Terms of Reference (ToR), to which the FMS must grant the No Objection.
MENU
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Selection Based on the Consultants Qualifications
Use this button to proceed
Business Rules
Milestones
- Request for Proposal
- Final Evaluation and Contract Negotiation
- Signed Contract
Document Package
External Audit
MENU
2/2
Selection Based on the Consultants Qualifications
Business Rules
Document Package
External Audit
Includes the Terms of Reference (ToR), to which the FMS must grant the No Objection.
MENU
1/2
Single Source Selection of Firms (SSS)
Use this button to proceed
Business Rules
Milestones
- Request of Single Source Selection
- Signed Contract
Document Package
External Audit
MENU
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Single Source Selection of Firms (SSS)
Business Rules
Document Package
External Audit
Includes the Terms of Reference (ToR), to which the FMS must grant the No Objection.