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Submission 1 Form Qcbs Qbs Fbs Lcs 082020

This document summarizes an executing agency's submission for shortlisting consulting firms and issuing a request for proposals for a project. It includes details of the selection process, shortlisting criteria, budget, and attachments with evaluation documents and criteria. The ADB comments section provides feedback on various aspects of the submission, including the terms of reference, shortlist, and evaluation plans to ensure compliance with ADB policies.

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52 views4 pages

Submission 1 Form Qcbs Qbs Fbs Lcs 082020

This document summarizes an executing agency's submission for shortlisting consulting firms and issuing a request for proposals for a project. It includes details of the selection process, shortlisting criteria, budget, and attachments with evaluation documents and criteria. The ADB comments section provides feedback on various aspects of the submission, including the terms of reference, shortlist, and evaluation plans to ensure compliance with ADB policies.

Uploaded by

truongtpn.bcg
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as DOCX, PDF, TXT or read online on Scribd
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Recruitment of Consulting Firms by Executing Agencies

Submission 1 – Shortlisting and Request for Proposals for the


Quality- and Cost-Based Selection (QCBS), Quality-Based Selection (QBS),
Fixed Budget Selection (FBS), or Least-Cost Selection (LCS) Method

Part A: To be Filled out by the Executing Agency


(Fill in dates, delete other choices in the [ ] that are not applicable)
This is the [first, second, third...]. version of Submission 1 for review

Country: Loan or Grant No:


Project Name:
Package /
Assignment:

Executing Agency (EA):

Report submitted by:


Name:
Designation:
Signature:

Date: [dd-mmm-yy]

1. CMS-CSRN Posting:
Posting date: [dd-mmm-yy] EOI deadline for submission: [dd-mmm-yy]

2. Selection Method: [QCBS, QBS, FBS, LCS]


For QCBS: Quality-Cost ratio: [80-20, 90-10, 70-30, 50-50]:

3. Type of proposal:
[Full Technical Proposal (FTP), Simplified Technical Proposal (STP), Biodata Technical Proposal (BTP)]

4. Contract period: [Number of Years, Months]

5. Loan closing date: [dd-mmm-yy]

6. Type of contract: [Time Based, Lump-sum, Other]

7. Type of shortlisting: [International, National]

8. Budget (in US$): [Indicate if Estimated, Maximum – provide Currency and Budget Amount]

Attachments:
Attachment 1: Cost Estimate/Budget [ ]
Attachment 2: Minutes of Executing Agency’s CSC-Shortlisting meeting [ ]
Attachment 3: Complete Draft Request for Proposals (RFP) [ ]
Attachment 4: Narrative Evaluation Criteria (NEC) [ ]

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Revised August 2020
Attachment 1: Cost Estimate/Budget
The cost estimate must not exceed the budget approved in the procurement plan. If it does, the procurement plan
must be revised and submitted to the project unit for publication. The cost estimate must include all relevant
components for the assignment, i.e.,
(i) Remuneration
(ii) Out-of-Pocket Expenses
(iii) Provisional Sums (non-competitive)
(iv) Contingencies (non-competitive), and
(v) When relevant, a provision to cover local indirect taxes (in accordance with loan/grant agreement)

Attachment 2: Minutes of the Executing Agency’s CSC-Shortlisting Meeting


The EA should submit to ADB its internally-approved Minutes of CSC Meeting, and must ensure that they include at
least the following information:
(i) Date of CSC and list of all members (who must also sign Minutes)
(ii) Project and Package Data
a. Loan number
b. Project title
c. Package Name and Number
d. Invitation for EOIs Date
(iii) Shortlisting Criteria
(iv) Received EOIs (Long List)
(v) Evaluation of EOIs
(vi) Proposed shortlisted firms that are not in ADB’s complete sanctions list.
https://lnadbg4.adb.org/oga0009p.nsf/sancALL1?OpenView&count=999 (Please go to sanction.adb.org to obtain
password for access to the ADB complete sanctions list. If shortlisted firms are found on the ADB complete sanctions
lists, the EA should report this information to ADB’s Office of Anticorruption and Integrity
https://www.adb.org/site/integrity/contacts
(vii) Statement on Ethical Conduct signed by all CSC members (as Appendix 1 to the CSC Minutes)

Attachment 3: Draft Request for Proposals


In submitting the draft RFP, the EA must ensure compliance with the following:
(i) The standard provisions of the standard request for proposal (SRFP) Instructions to Consultants (ITC) and
General Conditions of Contract (GCC) must not be modified;
(ii) All applicable fields and clauses in the Data Sheet must be filled out/adapted to the requirements of the RFP;
(iii) All applicable fields and clauses in the Special Conditions of Contract (SCC) must be filled out/adapted to the
requirements of the assignment;
(iv) All sections of the RFP are submitted, i.e.:
a. Section 1 – Letter of Invitation containing the proposed shortlist
b. Section 2 – Instructions to Consultants and Data Sheet
c. Summary and Personnel Evaluation Sheets (SES and PES)
d. Section 3 – Technical Proposal – Standard Forms
e. Section 4 – Financial Proposal – Standard Forms
f. Section 5 – Eligible Countries
g. Section 6 – Bank Policy – Corrupt and Fraudulent Practices
h. Section 7 – Terms of Reference
i. Section 8 – Conditions of Contract and Contract Forms

Templates for the Summary and Personnel Evaluation Sheets (SES and PES) are found on the ADB website -
https://www.adb.org/documents/recruitment-firms-individual-consultants-executing-agencies. SES and PES must be
adapted to the specific requirements of each assignment, including the list of key international and national experts
and the weight for each evaluation criteria/expert position.

Attachment 4: Narrative Evaluation Criteria (NEC)


Model NEC available on the ADB website - https://www.adb.org/documents/recruitment-firms-individual-consultants-
executing-agencies

2
Revised August 2020
Part B: ADB Comments on EA’s Submission 1
(Delete any section for which there is no comment)
1. General comments on Submission 1:
2. Terms of Reference:
3. Shortlisting Criteria:
4. Shortlist:
5. Narrative Evaluation Criteria (NEC):
6. Request for Proposals:
a) Section 1: Letter of Invitation
b) Section 2: Data Sheet
c) Summary and Personnel Evaluation Sheets (SES and PES)
d) Contract Forms including Special Conditions of Contract
7. Cost Estimate:
8. Other issues:
(e.g. Eligibility, Anticorruption Policy, Conflict of Interest, Unfair Competitive Advantage or Contract Types)
9. ADB-required Integrity Due Diligence Checks
a) Are any of the shortlisted entities (including joint venture partners and proposed sub- Yes [ ] No [ ]
consultants) on the
ADB complete sanctions list? https://lnadbg4.adb.org/oga0009p.nsf/sancALL1?
OpenView&count=999
or ADB-required IDD checks?
https://lnadbg4.adb.org/oga0009p.nsf/alldocs/AANA-AA34XQ?OpenDocument

If YES, list the name(s) of the entity(ies):

b) Is the current ADB external auditor among the shortlisted entities? Yes [ ] No [ ]

If YES, seek clearance from the Office of the Auditor General (OAG) before
proceeding and submit in attachment.

c) Are any of the concerned entities (including joint venture partners and proposed sub- Yes [ ] No [ ]
consultants) in a situation of actual or potential Conflict of Interest, including a Conflict
of Interest with the ADB staff by virtue of taking part in this process (refer to RFP
Instructions to Consultants, para. 3)?

If YES, the User Division must consult with OAI for advice on the case and possible
remedy.
10. Performance-Related Due Diligence Checks
a) Are any of the shortlisted entities (including joint venture partners and proposed sub- Yes [ ] No [ ]
consultants) on the CMS suspension status https://cms.adb.org ?

If YES list the name(s) of the entity(ies):

Reminders to Project Unit


1. The Project Unit must convey the above comments (Section B) to the EA as relevant
2. Project Unit must also update the Consultant Recruitment Activities Monitoring (CRAM) sheet and forward a
copy to the EA for monitoring purposes
3. Project Unit to ensure that the EA posts the shortlist on the ADB website with the following information:
(i) Name and contact details of the shortlisted firms
(ii) Name of the EA and its contact details as indicated in the RFP Data Sheet
(iii) Expected date of issuance of the RFP and expected deadline for submission of proposals

3
Revised August 2020
Prepared by:

Signature above printed name Signature above printed name


Project Unit PPFD (If applicable)
Note:
When PPFD review is required, the Project Unit Team
Leader signs the review document after the PPFD
Officer signs it.
Date: [dd-mmm-yy] Date: [dd-mmm-yy]

Approved: YES [ ] NO [ ] Conditional [ ]

Conditions for approval:


1.

Approved by:

Signature above printed name Signature above printed name


Director, Project Unit / Country Director, PPFD
Resident Mission
(Please sign as applicable)
Date: [dd-mmm-yy] Date: [dd-mmm-yy]

Distribution:
Project Unit/Country Director
Project Team Leader
PPFD-LCU
Assigned PPFD Procurement Specialist

4
Revised August 2020

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