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STEP Features and Process

STEP is a World Bank procurement tracking system that allows users to plan, track, and report on all stages of the procurement process in three main areas: procurement planning and tracking, streamlining and automation, and monitoring and reporting. It provides features like online approval of procurement plans, automatic publication of procurement information, and tracking of project timelines and activities.

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Rubeena Shaheen
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159 views64 pages

STEP Features and Process

STEP is a World Bank procurement tracking system that allows users to plan, track, and report on all stages of the procurement process in three main areas: procurement planning and tracking, streamlining and automation, and monitoring and reporting. It provides features like online approval of procurement plans, automatic publication of procurement information, and tracking of project timelines and activities.

Uploaded by

Rubeena Shaheen
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PPTX, PDF, TXT or read online on Scribd
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STEP

Systematic Tracking of Exchanges in Procurement


STEP – Advantages

Procurement Streamlining & Monitoring &


Reporting
Planning & tracking automation

• Procurement • End-to-end • Portfolio


planning processing Management
• Activity tracking
• No-objection • Project status
• Implementation System review
roadmap
• Document • Performance
• Notification and reporting
alerts Management

• Automated • Business
publications Intelligence
STEP: Features
• New procurement methods - as per the new procurement
framework

• Partial on-line approval of procurement plan


previously not available

• Actual dates of procurement activities captured


[provided entered !]
STEP: Features

• United Nation’s Standard Procurement Service


Code [UNSPSC] use is mandatory
• STEP enables auto publication of approved procurement plan,
publication notices and contract award information in the Bank’s
external website, UNDB online, World Bank Finances App, and World
Bank Procurement App

• Client to enter information of bids evaluated, records of


bidders
STEP: Features

• STEP automatically populates information on any Debarred List


/Temporary Suspensions List hit firms when you choose the
supplier/contractor/firm name for recommendation of award/shortlist

• The Client is required to enter both prior and post


review activities to be able to capture/generate the report to
monitor progress of the project. Evaluation report details are however
required to be entered only for prior review activities
STEP: Features : Automatic publication of Procurement Notices
Automated Publication to 4
electronic outlets

United Nations
1 Development Business

2 www.worldbank.org

Automated Publication

World Bank Finances


3 App

World Bank Procurement


4 App
STEP : System Set Up :
System generated notification once the project is setup in STEP by the Bank
STEP : Using the System : Preferred Browsers, and URL

Preferred Browser : Google Chrome

Other browsers that support STEP : Internet Explorer,


Firefox

Accessing the System : URL : www.step.worldbank.org

Click on : ‘LOGIN’
STEP : Log In Screen
STEP : View of Project Dashboard

Upon logging into STEP, you are taken to the Project


Dashboard Page.
STEP : Creating a General Procurement Notice-Step 1

On the Project Details screen, click on


Create in the General Procurement Notice
section to add a GPN to this project
STEP : Creating a General Procurement Notice-Step 2
STEP : Creating a General Procurement Notice-Step 3
STEP : Creating a Procurement Plan – Step 4 – Adding a New Activity
STEP : Creating a Procurement Plan – Step 5 -
Choosing Category/Method/Description of Procurement
STEP : Creating a Procurement Plan – Step 6:
Choosing Applicable Project Component
STEP : Creating a Procurement Plan – Step 7 :
Choosing Applicable UNSPSC Category Code
STEP : Creating a Procurement Plan – Step 8 :
Choosing Applicable UNSPSC Category Code [Contd.]
STEP : Creating a Procurement Plan – Step 9 :
Saving a Procurement Activity
STEP : Creating a Procurement Plan – Step 10 :
Procurement Road Map Giving Realistic, Estimated
Procurement Timelines
STEP : Updating a Procurement Plan – Step 11 :
As Required/Annual/Bi-annual Basis
Original Dates Revised Dates Actual Dates

Comments
STEP : View of New Procurement Activity &
Option of Sending Activity to the Bank – Step 12:
STEP : Sending a Procurement Plan to the Bank - Step 13
Formulating a Forwarding Email to the Bank
STEP : Communication Log
STEP : Communication Log
STEP : View of Procurement Activities in Procurement Plan- Step 10
STEP : Uploading bid documents - Step 1
STEP : Uploading bid documents - Step 2
STEP : Uploading bid documents - Step 3
STEP : Uploading bid documents - Step 4
Save
STEP : Uploading bid documents - Step 5
Send to Bank
STEP : Draft Bidding Document No Objection Issued
STEP : Create Notice – Specific Procurement Notice – Step 1
STEP : Create Notice – Specific Procurement Notice – Step 2
STEP : Create Notice – Specific Procurement Notice – Step 3
STEP : Create Notice – Specific Procurement Notice – Step 4
Notice gets published automatically.
STEP : Proposal Submission/Opening/Minutes - Step 1
STEP : Proposal Submission/Opening/Minutes - Step 2
STEP : Proposal Submission/Opening/Minutes - Step 3
STEP : Proposal Submission/Opening/Minutes - Step 4
STEP : Proposal Submission/Opening/Minutes - Step 5
STEP : Details of Bid Evaluation Report - Step- 1
STEP : Details of Bid Evaluation Report - Step- 2
STEP : Details of Bid Evaluation Report - Step- 3
STEP : Details of Bid Evaluation Report - Step- 4
STEP : Details of Bid Evaluation Report - Step- 5
STEP : Details of Bid Evaluation Report - Step- 6
STEP : Details of Bid Evaluation Report - Step- 7
STEP : Details of Bid Evaluation Report - Step- 8
STEP : Details of Bid Evaluation Report - Step- 9
STEP : Finalization of Award - Step- 1
STEP : Finalization of Award- Step- 2
STEP : Finalization of Award- Step- 3
STEP : Signed Contract Stage - Step- 1
STEP : Signed Contract Stage - Step- 2
STEP : Signed Contract Stage - Step- 3
STEP : Signed Contract Stage - Step- 4
STEP : Amendment to Contract - Step- 1
STEP : Amendment to Contract - Step- 2
STEP : Amendment to Contract - Step- 3
STEP : Amendment to Contract - Step- 4
STEP : Amendment to Contract - Step- 5
STEP: Client monitoring dashboard

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