Procurement Training

Online Procurement Training

The current online procurement courses are based on the new Procurement Framework for CDB-financed projects approved on or post January 2021. This self-paced e-learning training includes three (3) courses:

  1. Introduction to Procurement on Projects Financed by the Caribbean Development Bank
  2. Procurement of Consulting Services
  3. Procurement of Goods, Works, and Non-Consultancy Services

Learning Content

Course 1: “Introduction to Procurement on CDB-Financed Projects” includes:

  • Welcome and Overview
  • Procurement Eligibility
  • Integrity in CDB Projects
  • Procurement Planning and Operations
  • Final Assessment

Course 2: “Procurement of Consulting Services” includes:

  • Introduction to the Procurement of Consulting Services
  • The Shortlisting Route: Shortlisting and Preparation of Request for Proposals
  • The Shortlisting Route: Proposals Negotiations and Contracts
  • The Non-Shortlisting Route of Firms
  • Procurement of Individual Consultants
  • Summary and Contract Management
  • Final Assessment

Course 3: “Procurement of Goods, Works, and Non-Consultancy Services” includes:

  • Introduction to the Procurement of Goods, Works, and Non-consulting Services
  • Open Competitive Bidding (OCB) - Prequalification
  • OCB - Bidding Phase
  • OCB - Bid Opening and Preliminary Examination
  • OCB - Detailed Technical and Financial Evaluations
  • OCB - Negotiations and Contract Management
  • Other Selection Methods
  • Final Assessment

E-Learning Delivery

The training is hosted on CDB’s e-Learning Platform and can be completed in 20 contact hours. Participants, however, can work at their own pace but are expected to complete each course before the end of the annual cohort regardless of their date of enrolment. 

Participants who do not access the courses within two (2) weeks of being provided the log-in credentials / access notification to the platform may be unenrolled from this cohort.

The suggested contact hours to complete each course are as follows:

Course 1: five (5) hours
Course 2: seven (7) hours
Course 3: eight (8) hours

Upon the successful completion of each course, Participants will be provided with an automatically generated certificate of completion resulting in three (3) separate certificates being earned.

Procurement training modules that are based on the old Procurement Guidelines for CDB-financed projects approved prior to January 2021 can also be made available upon request.

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An Introduction to FIDIC forms of Contract

CDB works contract above a value of US$10 million commonly utilise the International Federation of Consulting Engineers forms of contracts. This two-part presentation, delivered by an accredited FIDIC trainer, provides an overview for those preparing and managing such contracts for CDB-financed projects.

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Incoterms® 2020 Training for Projects Financed by CDB

This online training on Incoterms® 2020 will facilitate an enhanced understanding of the role of Incoterms® and how to apply them in practical procurement and contracting situations. It is particularly applicable to those involved in undertaking and/or supervising large goods procurement e.g. power and water utilities, education and TVET projects, environmental projects, and some quality standards type technical assistance projects.

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Managing the Environmental, Social, Health, and Safety (ESHS) Aspects of Infrastructure Projects

This three-part online training will provide a better understanding of the roles of Project Implementation Units in identifying and managing ESHS risks and impacts throughout the project cycle. It will equip participants with the tools needed to manage the ESHS performance of supervising consultants and contractors. It is particularly applicable to Project Managers, Project Coordinators and staff of Project Implementation Units for projects financed by CDB.

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Bonds and Guarantees and Letters of Credit

Bonds and guarantees are useful financial instruments to safeguard the interests of procuring and contracting entities.  They are mainly appropriate for goods, works and non-consulting services.  

Letters of credit may offer a suitable mechanism for payment, particularly for goods in certain industries and circumstances.

If you are expecting to work with bonds, guarantees and letters of credit and want to understand when and how to best utilise these instruments the following recordings may be of interest:

Bonds and Guarantees (Part 1)

Bonds and Guarantees (Part 2)

Letters of Credit

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What is public procurement?

Caribbean governments spend between 15 to 22 percent of a their Gross Domestic Product on public procurement to build and maintain vital services such as schools, roads, energy supply and health services. Watch to learn more about the public procurement process and how it connects citizens to these services.