Systematic Tracking of Exchanges in Procurement (STEP)

STEP (Systematic Tracking of Exchanges in Procurement) is an online system that helps the World Bank and Borrowers plan, record, and track key stages of the procurement process under Investment Project Financing (IPF) projects. It is designed to help Borrowers achieve value for money in procurement by transforming data into knowledge, speeding up the procurement process, and improving accountability and transparency. It streamlines and automates some stages of the procurement process and enables monitoring and reporting.

STEP Secure Login for Borrowers >>

Manuals, User Guides, Learning:

• STEP e-Manual for Borrowers
• Beneficial Ownership Guidance for Borrowers
• Notes on Changes to process for recording contracts in the STEP Datasheet at the evaluation stage
• Contract Management Module:
  • User Guide - English, French, Spanish
  • Notes on the redesigned “Notification of Award” step
  • Video tutorials:
    • Introduction - English, French, Portuguese, Spanish
    • Processing a contract that is ready to be signed - English, French, Portuguese, Spanish
    • Recording planned dates for key stages of the contract - English, French, Portuguese, Spanish
    • Completing the Contract Management Plan, Part 1: Recording actual key contract milestones in the roadmap - English, French, Portuguese, Spanish
    • Completing the Contract Management Plan, Part 2: Recording planned Key Performance Indicators (KPIs) - English, French, Portuguese, Spanish
    • Completing the Contract Management Plan, Part 3: Recording planned Contract Deliverables - English, French, Portuguese, Spanish
    • Completing the Contract management Plan, Part 4: Recording planned Contract Payments and finalizing the plan - English, French, Portuguese, Spanish
    • Using the Contract Management Plan to manage the contract - English, French, Portuguese, Spanish

Past Upgrades:

• Simpler, more secure login experience
• Complaints Module
  • Complaints Module FAQ for Borrowers